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BCGM Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BCGM Wealth Management, LLC
报告期 2026-03-31 · CIK 0001830467
持仓数
178
前50大市值合计
$304.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 98 项
建仓 9
增持 60
减持 25
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$5.6M
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$4.7M
90,580
+475%
减持
IVV
ISHARES TR
-$4.7M
76,672
-5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOVT
ISHARES TR
+$4.4M
212,974
+1393%
减持
VIGI
VANGUARD WHITEHALL FDS
-$3.2M
94,104
-27%
建仓
XLV
SELECT SECTOR SPDR TR
+$2.0M
15,205
增持
ICSH
ISHARES TR
+$1.9M
65,201
+139%
增持
ISTB
ISHARES TR
+$1.8M
117,922
+58%
增持
QQQ
INVESCO QQQ TR
-$1.7M
37,072
+1%
减持
VOO
VANGUARD INDEX FDS
-$1.6M
17,667
-13%
增持
FMB
FIRST TR EXCH TRADED FD III
+$1.1M
108,997
+35%
建仓
BILS
SPDR SER TR
+$992.0K
10,000
增持
LOVE
LOVESAC COMPANY
+$926.0K
69,622
+220%
增持
SMMU
PIMCO ETF TR
+$810.0K
37,447
+85%
增持
—
EXXON MOBIL CORP
+$770.0K
32,756
+13%
增持
NOC
NORTHROP GRUMMAN CORP
+$589.0K
5,301
+14%
增持
VO
VANGUARD INDEX FDS
-$561.0K
35,975
+1%
减持
QUAL
ISHARES TR
-$510.0K
29,047
-4%
建仓
SPYV
SPDR SER TR
+$414.0K
10,953
增持
CTRA
COTERRA ENERGY INC
+$366.0K
85,094
+16%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$349.0K
14,000
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$339.0K
6,346
增持
AXON
AXON ENTERPRISE INC
+$331.0K
7,333
+10%
增持
JPM
JPMORGAN CHASE & CO
+$300.0K
17,052
+5%
建仓
PSEP
INNOVATOR ETFS TR
+$299.0K
10,430
建仓
BSEP
INNOVATOR ETFS TR
+$297.0K
10,000
增持
TJX
TJX COS INC NEW
+$289.0K
20,910
+8%
减持
SUB
ISHARES TR
-$272.0K
6,412
-27%
减持
VTI
VANGUARD INDEX FDS
-$268.0K
2,120
-34%
增持
SPG
SIMON PPTY GROUP INC NEW
+$224.0K
8,407
+28%
清仓
BBUS
J P MORGAN EXCHANGE TRADED F
-$220.0K
0
-100%
减持
IEFA
ISHARES TR
-$204.0K
10,330
-17%
清仓
IXN
ISHARES TR
-$204.0K
0
-100%
清仓
META
META PLATFORMS INC
-$203.0K
0
-100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$203.0K
2,340
减持
AMZN
AMAZON COM INC
-$193.0K
3,680
-7%
增持
—
DIAMOND HILL INVT GROUP INC
+$189.0K
12,766
+18%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$188.0K
60,253
-3%
减持
IWY
ISHARES TR
-$179.0K
7,519
-3%
增持
AAPL
APPLE INC
-$178.0K
16,605
+4%
增持
MUB
ISHARES TR
+$177.0K
20,227
+17%
增持
LLY
LILLY ELI & CO
+$173.0K
4,048
+6%
减持
FSLR
FIRST SOLAR INC
+$168.0K
8,799
-24%
增持
KR
KROGER CO
+$161.0K
47,826
+8%
增持
WBS
WEBSTER FINL CORP
+$159.0K
10,284
+25%
增持
PJAN
INNOVATOR ETFS TR
+$157.0K
97,958
+9%
增持
MSFT
MICROSOFT CORP
-$150.0K
4,539
+11%
增持
FPI
FARMLAND PARTNERS INC
+$146.0K
178,489
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
-$144.0K
25,067
+6%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$136.0K
52,835
+5%
减持
BJUL
INNOVATOR ETFS TR
-$115.0K
27,852
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$110.0K
3,215
+7%
增持
SPSM
SPDR SER TR
-$109.0K
143,015
+5%
减持
EEMV
ISHARES INC
-$108.0K
8,820
-11%
减持
EFAV
ISHARES TR
-$108.0K
9,188
-6%
减持
USMV
ISHARES TR
-$104.0K
22,364
-1%
减持
D
DOMINION ENERGY INC
-$103.0K
2,919
-21%
增持
CVS
CVS HEALTH CORP
+$102.0K
14,465
+7%
增持
TSLA
TESLA INC
-$92.0K
1,119
+199%
增持
DUK
DUKE ENERGY CORP NEW
-$91.0K
5,739
+1%
减持
MTUM
ISHARES TR
-$91.0K
5,928
-10%
增持
—
CHECK POINT SOFTWARE TECH LT
+$86.0K
6,514
+10%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$85.0K
167,861
-0%
增持
DEO
DIAGEO PLC
-$85.0K
6,027
+7%
增持
—
SPDR SER TR
-$81.0K
27,000
+3%
增持
SBSW
SIBANYE STILLWATER LTD
+$77.0K
102,935
+19%
增持
APD
AIR PRODS & CHEMS INC
+$64.0K
2,924
+11%
增持
SCHP
SCHWAB STRATEGIC TR
-$63.0K
29,425
+7%
减持
UJAN
INNOVATOR ETFS TR
-$51.0K
145,622
-1%
增持
GNTX
GENTEX CORP
+$51.0K
47,169
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.0K
7,152
+7%
减持
SIZE
ISHARES TR
-$47.0K
3,338
-4%
增持
FRME
FIRST MERCHANTS CORP
+$41.0K
23,649
+0%
增持
MBIN
MERCHANTS BANCORP IND
-$39.0K
15,090
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$34.0K
3,244
+0%
增持
DIS
DISNEY WALT CO
+$33.0K
7,285
+9%
减持
PFE
PFIZER INC
-$32.0K
6,399
-3%
增持
GOOGL
ALPHABET INC
-$32.0K
2,440
+16%
减持
KO
COCA COLA CO
-$29.0K
3,873
-3%
增持
SCHD
SCHWAB STRATEGIC TR
-$22.0K
173,268
+2%
增持
IJH
ISHARES TR
-$22.0K
1,554
+0%
增持
MORN
MORNINGSTAR INC
-$18.0K
3,930
+8%
增持
SLYG
SPDR SER TR
-$18.0K
3,097
+1%
减持
VLUE
ISHARES TR
-$17.0K
3,245
-1%
增持
VB
VANGUARD INDEX FDS
-$15.0K
1,286
+0%
增持
PG
PROCTER AND GAMBLE CO
-$12.0K
2,218
+0%
增持
FAST
FASTENAL CO
+$12.0K
18,314
+8%
增持
TPHD
TIMOTHY PLAN
+$12.0K
8,800
+10%
增持
MCD
MCDONALDS CORP
+$12.0K
1,549
+0%
增持
HSY
HERSHEY CO
+$10.0K
1,252
+0%
增持
DON
WISDOMTREE TR
-$10.0K
8,204
+0%
增持
TPLC
TIMOTHY PLAN
+$10.0K
8,300
+11%
建仓
—
IRONNET INC
+$8.0K
11,150
增持
PEP
PEPSICO INC
+$7.0K
1,448
+1%
增持
IJR
ISHARES TR
-$6.0K
2,858
+5%
减持
CVX
CHEVRON CORP NEW
+$4.0K
1,398
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.0K
6,856
-0%
增持
AOA
ISHARES TR
+$0
5,151
+10%
