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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 110 项
建仓 9
增持 17
减持 63
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
VIGI
VANGUARD WHITEHALL FDS
+$4.6M
152,032
+59%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
77,751
+895%
减持
QQQ
INVESCO QQQ TR
-$2.8M
22,114
-41%
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。
减持
VOO
VANGUARD INDEX FDS
-$2.2M
9,727
-42%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
165,357
-6%
减持
PJAN
INNOVATOR ETFS TR
-$1.1M
63,855
-38%
增持
DIS
DISNEY WALT CO
+$1.1M
17,151
+128%
建仓
BND
VANGUARD BD INDEX FDS
+$1.0M
14,018
减持
SCHV
SCHWAB STRATEGIC TR
-$814.7K
80,541
-13%
减持
ICSH
ISHARES TR
-$812.0K
45,217
-27%
减持
QUAL
ISHARES TR
-$698.8K
20,182
-28%
建仓
—
UNILEVER PLC
+$610.4K
11,755
减持
VO
VANGUARD INDEX FDS
-$592.3K
32,263
-11%
增持
FAST
FASTENAL CO
+$580.8K
26,464
+48%
减持
NOC
NORTHROP GRUMMAN CORP
-$549.1K
5,069
-4%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$517.2K
8,679
-59%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$498.6K
16,100
减持
IVV
ISHARES TR
-$490.1K
70,370
-8%
减持
USMV
ISHARES TR
-$486.6K
15,484
-31%
建仓
D
DOMINION ENERGY INC
+$486.4K
8,700
减持
LLY
LILLY ELI & CO
-$475.6K
2,937
-28%
建仓
TSLA
TESLA INC
+$473.8K
2,284
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$453.4K
13,000
减持
FSLR
FIRST SOLAR INC
+$447.6K
8,029
-7%
增持
—
CHECK POINT SOFTWARE TECH LT
+$435.5K
9,648
+49%
增持
GNTX
GENTEX CORP
+$425.3K
56,797
+33%
清仓
MCD
MCDONALDS CORP
-$409.4K
0
-100%
减持
PDEC
INNOVATOR ETFS TR
-$409.0K
13,633
-51%
清仓
VTI
VANGUARD INDEX FDS
-$405.3K
0
-100%
减持
—
DIAMOND HILL INVT GROUP INC
-$400.5K
12,380
-6%
清仓
PAPR
INNOVATOR ETFS TR
-$373.3K
0
-100%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$364.8K
10,000
减持
SUB
ISHARES TR
-$358.3K
3,722
-48%
减持
LOVE
LOVESAC COMPANY
+$353.5K
70,591
-8%
清仓
KJAN
INNOVATOR ETFS TR
-$353.2K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$351.9K
0
-100%
清仓
DON
WISDOMTREE TR
-$339.6K
0
-100%
减持
IWY
ISHARES TR
-$329.9K
4,162
-45%
建仓
BFEB
INNOVATOR ETFS TR
+$319.9K
10,000
清仓
VLUE
ISHARES TR
-$297.5K
0
-100%
清仓
EJAN
INNOVATOR ETFS TR
-$295.3K
0
-100%
清仓
HSY
HERSHEY CO
-$291.1K
0
-100%
增持
WBS
WEBSTER FINL CORP
+$286.8K
19,619
+91%
增持
—
EXXON MOBIL CORP
+$272.7K
35,719
+8%
建仓
JANT
AIM ETF PRODUCTS TRUST
+$269.7K
10,000
清仓
PEP
PEPSICO INC
-$259.4K
0
-100%
减持
SPSM
SPDR SER TR
-$256.9K
135,337
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$255.1K
3,049
-5%
减持
MTUM
ISHARES TR
-$254.9K
4,320
-26%
清仓
POCT
INNOVATOR ETFS TR
-$253.3K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$252.1K
0
-100%
减持
GOVT
ISHARES TR
-$249.8K
197,094
-8%
清仓
IJR
ISHARES TR
-$248.3K
0
-100%
清仓
KO
COCA COLA CO
-$247.2K
0
-100%
清仓
SLYV
SPDR SER TR
-$240.5K
0
-100%
清仓
BJAN
INNOVATOR ETFS TR
-$238.7K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$236.2K
0
-100%
清仓
IJAN
INNOVATOR ETFS TR
-$231.1K
0
-100%
清仓
SLYG
SPDR SER TR
-$224.3K
0
-100%
清仓
GOOGL
ALPHABET INC
-$215.3K
0
-100%
减持
FRME
FIRST MERCHANTS CORP
-$212.8K
23,014
-3%
减持
BAPR
INNOVATOR ETFS TR
-$207.2K
7,000
-51%
减持
BILS
SPDR SER TR
-$206.0K
7,900
-21%
清仓
NVDA
NVIDIA CORPORATION
-$202.8K
0
-100%
减持
EFAV
ISHARES TR
-$198.0K
5,392
-39%
减持
EEMV
ISHARES INC
-$193.6K
4,146
-48%
减持
JPM
JPMORGAN CHASE & CO
-$186.1K
16,803
-5%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$166.2K
40,402
-17%
减持
BJUL
INNOVATOR ETFS TR
-$160.1K
21,452
-23%
减持
CTRA
COTERRA ENERGY INC
-$156.4K
80,095
-7%
减持
AAPL
APPLE INC
+$148.4K
13,898
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$144.1K
21,138
-14%
减持
XLV
SELECT SECTOR SPDR TR
-$135.2K
15,627
-2%
增持
AOA
ISHARES TR
+$131.9K
6,413
+39%
减持
SCHP
SCHWAB STRATEGIC TR
-$126.8K
25,830
-11%
增持
SBSW
SIBANYE STILLWATER LTD
+$126.3K
138,517
+44%
减持
APD
AIR PRODS & CHEMS INC
-$125.2K
2,686
-8%
减持
IJH
ISHARES TR
-$116.4K
1,042
-33%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$115.8K
4,563
-34%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$111.7K
169,054
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$102.2K
6,763
-5%
减持
TJX
TJX COS INC NEW
-$101.9K
20,279
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$101.8K
4,523
-13%
减持
AXON
AXON ENTERPRISE INC
-$97.6K
5,088
-32%
增持
MUB
ISHARES TR
+$90.7K
27,324
+1%
减持
PFE
PFIZER INC
-$90.4K
5,923
-9%
减持
—
SPDR SER TR
-$86.2K
24,627
-6%
减持
PG
PROCTER AND GAMBLE CO
-$82.4K
1,714
-23%
减持
SPG
SIMON PPTY GROUP INC NEW
-$82.0K
9,557
-3%
增持
PFEB
INNOVATOR ETFS TR
+$68.5K
17,831
+12%
减持
JANW
AIM ETF PRODUCTS TRUST
-$64.9K
151,717
-6%
增持
FPI
FARMLAND PARTNERS INC
-$64.7K
204,685
+13%
增持
SPYV
SPDR SER TR
+$62.2K
16,141
+5%
减持
ISTB
ISHARES TR
-$54.1K
115,099
-2%
减持
DEO
DIAGEO PLC
-$41.2K
5,665
-5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$41.0K
52,266
-1%
减持
IEFA
ISHARES TR
-$39.1K
8,881
-13%
减持
AMZN
AMAZON COM INC
-$38.2K
2,460
-29%
减持
MSFT
MICROSOFT CORP
-$32.6K
3,557
-19%
增持
MORN
MORNINGSTAR INC
-$31.1K
3,553
+2%
增持
CVS
CVS HEALTH CORP
-$30.5K
17,990
+23%
增持
MBIN
MERCHANTS BANCORP IND
+$27.1K
15,133
+0%
减持
SMMU
PIMCO ETF TR
+$16.9K
38,313
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$16.9K
3,201
-1%
减持
FMB
FIRST TR EXCH TRADED FD III
+$14.9K
109,262
-1%
减持
KR
KROGER CO
+$13.8K
43,627
-9%
减持
PAUG
INNOVATOR ETFS TR
+$13.4K
26,657
-2%
减持
PSEP
INNOVATOR ETFS TR
+$10.9K
10,300
-1%
减持
SIZE
ISHARES TR
-$6.0K
3,170
-5%
减持
PJUN
INNOVATOR ETFS TR
-$2.5K
9,979
-4%
