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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 117 项
建仓 13
增持 65
减持 37
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$8.5M
186,805
+3780%
增持
QUAL
ISHARES TR
+$8.4M
75,956
+174%
减持
SCHD
SCHWAB STRATEGIC TR
-$8.3M
36,651
-75%
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。
建仓
DYNF
BLACKROCK ETF TRUST
+$7.2M
161,214
增持
IWF
ISHARES TR
+$5.7M
18,127
+1351%
减持
COWZ
PACER FDS TR
-$5.6M
12,982
-89%
减持
ICSH
ISHARES TR
-$4.4M
23,480
-79%
建仓
EMXC
ISHARES INC
+$3.5M
60,521
建仓
BINC
BLACKROCK ETF TRUST II
+$3.4M
65,426
建仓
TLT
ISHARES TR
+$2.6M
27,974
减持
ITOT
ISHARES TR
-$2.3M
235,519
-16%
建仓
IXC
ISHARES TR
+$1.8M
41,771
建仓
MBLY
MOBILEYE GLOBAL INC
+$1.7M
51,878
减持
ICOW
PACER FDS TR
-$1.6M
139,459
-28%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.5M
70,569
+69%
增持
IVV
ISHARES TR
+$1.4M
28,772
+0%
减持
MSFT
MICROSOFT CORP
-$1.2M
1,457
-70%
增持
—
EXXON MOBIL CORP
+$876.8K
44,225
+4%
增持
NVDA
NVIDIA CORPORATION
+$858.2K
1,402
+70%
增持
LLY
ELI LILLY & CO
+$778.5K
3,950
+0%
增持
DIS
DISNEY WALT CO
+$758.4K
21,605
+3%
增持
KR
KROGER CO
+$711.9K
52,856
+5%
增持
JPM
JPMORGAN CHASE & CO
+$663.3K
19,061
+3%
建仓
PAVE
GLOBAL X FDS
+$631.2K
15,854
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$589.8K
8,270
+2%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$542.5K
80,131
-17%
减持
QQQ
INVESCO QQQ TR
+$441.5K
22,299
-3%
减持
VOO
VANGUARD INDEX FDS
+$431.7K
12,061
-2%
增持
FAST
FASTENAL CO
+$412.3K
31,293
+1%
增持
CTRA
COTERRA ENERGY INC
+$383.4K
98,930
+6%
增持
AAPL
APPLE INC
-$381.5K
19,743
+1%
清仓
EJAN
INNOVATOR ETFS TR
-$292.9K
0
-100%
建仓
MARW
AIM ETF PRODUCTS TRUST
+$290.3K
10,108
增持
LOVE
LOVESAC COMPANY
-$279.1K
133,141
+3%
减持
VO
VANGUARD INDEX FDS
+$273.0K
16,208
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$267.4K
43,163
+5%
建仓
ICVT
ISHARES TR
+$259.2K
3,247
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$257.0K
5,066
增持
FPI
FARMLAND PARTNERS INC
-$239.6K
260,134
+4%
减持
VIGI
VANGUARD WHITEHALL FDS
+$235.8K
111,692
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$229.3K
1,358
+34%
清仓
HDV
ISHARES TR
-$226.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$224.7K
2,919
增持
SBSW
SIBANYE STILLWATER LTD
-$219.7K
367,388
+2%
建仓
CALF
PACER FDS TR
+$202.7K
4,123
增持
META
META PLATFORMS INC
+$195.9K
1,311
+5%
减持
AOA
ISHARES TR
-$190.0K
4,069
-43%
增持
NOC
NORTHROP GRUMMAN CORP
+$188.1K
6,074
+5%
增持
SPG
SIMON PPTY GROUP INC NEW
+$186.8K
9,986
+4%
增持
TJX
TJX COS INC NEW
+$166.1K
16,383
+3%
增持
GNTX
GENTEX CORP
+$163.6K
37,223
+3%
增持
—
CHECK POINT SOFTWARE TECH LT
+$159.9K
12,699
+1%
增持
MORN
MORNINGSTAR INC
+$154.6K
4,500
+4%
增持
PFEB
INNOVATOR ETFS TRUST
+$145.7K
29,693
+12%
减持
PJAN
INNOVATOR ETFS TRUST
+$143.8K
87,599
-1%
增持
TSLA
TESLA INC
-$123.4K
2,473
+10%
增持
MUB
ISHARES TR
+$121.2K
30,829
+5%
增持
AMZN
AMAZON COM INC
+$118.8K
3,910
+1%
增持
USMV
ISHARES TR
+$110.5K
19,053
+0%
增持
SMMU
PIMCO ETF TR
+$107.4K
42,078
+6%
减持
MTUM
ISHARES TR
+$107.2K
3,767
-1%
减持
APD
AIR PRODS & CHEMS INC
-$105.1K
3,190
-0%
减持
IWM
ISHARES TR
-$103.2K
1,326
-30%
减持
SCHV
SCHWAB STRATEGIC TR
+$97.1K
18,922
-1%
增持
PAPR
INNOVATOR ETFS TRUST
+$92.9K
11,309
+29%
减持
IWY
ISHARES TR
+$90.9K
6,809
-4%
减持
JANW
AIM ETF PRODUCTS TRUST
-$87.9K
121,808
-6%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$87.0K
16,303
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$73.9K
24,768
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$69.3K
11,747
+13%
增持
UNH
UNITEDHEALTH GROUP INC
-$62.4K
3,658
+3%
减持
SPYV
SPDR SER TR
+$57.3K
17,173
-0%
减持
SPSM
SPDR SER TR
+$54.3K
68,503
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$49.3K
98,600
-0%
增持
FRME
FIRST MERCHANTS CORP
-$49.1K
22,643
+0%
增持
BND
VANGUARD BD INDEX FDS
+$45.8K
16,421
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$45.2K
5,748
+9%
增持
IJH
ISHARES TR
+$42.2K
7,765
+401%
增持
DEO
DIAGEO PLC
+$41.6K
6,313
+2%
减持
SIZE
ISHARES TR
+$40.9K
4,166
-0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$40.7K
62,855
+1%
减持
ISTB
ISHARES TR
-$40.6K
74,607
-1%
减持
PSEP
INNOVATOR ETFS TRUST
+$38.3K
52,075
-3%
增持
KJAN
INNOVATOR ETFS TRUST
+$36.4K
10,351
+8%
增持
PG
PROCTER AND GAMBLE CO
+$34.8K
2,157
+0%
减持
VB
VANGUARD INDEX FDS
-$30.9K
1,073
-17%
增持
DON
WISDOMTREE TR
+$27.3K
8,375
+0%
增持
SPYM
SPDR SER TR
+$26.4K
3,703
+3%
减持
IEFA
ISHARES TR
+$24.9K
7,920
-1%
减持
XLC
SELECT SECTOR SPDR TR
+$24.8K
3,251
-2%
增持
VLUE
ISHARES TR
+$24.6K
3,165
+1%
减持
—
UNILEVER PLC
-$23.8K
14,814
-6%
增持
IWD
ISHARES TR
+$23.6K
1,684
+0%
增持
WBS
WEBSTER FINL CORP
+$21.5K
26,319
+2%
减持
IXN
ISHARES TR
+$18.7K
3,360
-2%
增持
NKE
NIKE INC
-$18.7K
2,574
+7%
增持
MCD
MCDONALDS CORP
-$18.6K
1,595
+1%
减持
T
AT&T INC
+$16.7K
23,291
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$15.7K
3,204
+0%
建仓
—
374WATER INC
+$15.5K
12,313
增持
CVX
CHEVRON CORP NEW
+$14.7K
1,553
+1%
增持
HSY
HERSHEY CO
+$12.0K
1,285
+1%
增持
SLYG
SPDR SER TR
+$11.8K
3,122
+0%
增持
NTRL
FIRST TR EXCH TRADED FD III
-$11.6K
53,155
+1%
增持
MBIN
MERCHANTS BANCORP IND
+$10.4K
15,300
+0%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$10.0K
19,797
+4%
减持
CVS
CVS HEALTH CORP
+$9.5K
23,338
-0%
增持
FSLR
FIRST SOLAR INC
+$8.2K
6,409
+3%
增持
—
DIAMOND HILL INVT GROUP INC
-$7.6K
18,109
+7%
增持
IJR
ISHARES TR
+$6.9K
2,695
+0%
减持
GOVT
ISHARES TR
-$6.7K
17,501
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$6.2K
156,104
+0%
减持
PAUG
INNOVATOR ETFS TRUST
+$5.3K
33,663
-5%
减持
PEP
PEPSICO INC
+$5.3K
1,197
-0%
增持
SUB
ISHARES TR
-$2.5K
4,861
+0%
减持
D
DOMINION ENERGY INC
-$231
13,219
-4%
增持
SLYV
SPDR SER TR
-$19
3,322
+0%
