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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 125 项
建仓 9
增持 60
减持 52
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IWF
ISHARES TR
+$4.2M
28,417
+57%
建仓
PM
PHILIP MORRIS INTL INC
+$2.3M
22,268
减持
FAST
FASTENAL CO
-$2.1M
4,598
-85%
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
IEMG
ISHARES INC
+$2.0M
36,848
减持
ITOT
ISHARES TR
-$1.8M
213,313
-9%
清仓
IXC
ISHARES TR
-$1.8M
0
-100%
建仓
HEFA
ISHARES TR
+$1.7M
48,586
减持
ICOW
PACER FDS TR
-$1.4M
101,612
-27%
增持
PMAY
INNOVATOR ETFS TRUST
+$944.7K
35,901
+317%
增持
MAYW
AIM ETF PRODUCTS TRUST
+$935.3K
39,329
+417%
建仓
CPSM
CALAMOS ETF TR
+$915.8K
35,650
增持
QUAL
ISHARES TR
+$815.0K
77,877
+3%
增持
QQQ
INVESCO QQQ TR
+$814.1K
22,364
+0%
减持
AAPL
APPLE INC
+$744.0K
19,607
-1%
增持
NVDA
NVIDIA CORPORATION
+$706.5K
15,972
+1039%
增持
MUB
ISHARES TR
+$671.7K
37,437
+21%
增持
LLY
ELI LILLY & CO
+$651.1K
4,113
+4%
增持
DYNF
BLACKROCK ETF TRUST
+$648.6K
166,309
+3%
建仓
IGEB
ISHARES TR
+$641.4K
14,459
减持
WBS
WEBSTER FINL CORP
-$596.6K
16,968
-36%
减持
CVS
CVS HEALTH CORP
-$516.2K
22,777
-2%
减持
DIS
DISNEY WALT CO
-$507.0K
21,519
-0%
减持
KR
KROGER CO
-$485.6K
50,753
-4%
增持
FSLR
FIRST SOLAR INC
+$410.7K
6,620
+3%
增持
BINC
BLACKROCK ETF TRUST II
+$400.3K
73,421
+12%
减持
IVV
ISHARES TR
+$397.5K
28,368
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$395.9K
32,912
-10%
减持
SCHV
SCHWAB STRATEGIC TR
-$392.7K
14,106
-25%
减持
SMMU
PIMCO ETF TR
-$385.0K
34,383
-18%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$374.2K
87,299
+9%
建仓
TLH
ISHARES TR
+$305.7K
2,976
减持
ICSH
ISHARES TR
-$303.1K
17,495
-25%
增持
EMXC
ISHARES INC
+$289.6K
63,747
+5%
增持
MBLY
MOBILEYE GLOBAL INC
+$257.7K
68,564
+32%
减持
VO
VANGUARD INDEX FDS
-$257.0K
15,666
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$254.4K
18,358
+40%
增持
JPM
JPMORGAN CHASE & CO.
+$249.1K
20,108
+5%
清仓
VB
VANGUARD INDEX FDS
-$245.2K
0
-100%
清仓
NKE
NIKE INC
-$241.9K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$237.5K
109,114
-2%
增持
TLT
ISHARES TR
+$235.3K
31,404
+12%
减持
—
EXXON MOBIL CORP
-$230.9K
42,649
-4%
增持
SCHP
SCHWAB STRATEGIC TR
+$221.9K
75,040
+6%
建仓
IVW
ISHARES TR
+$215.5K
2,329
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$214.1K
151,869
-3%
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$211.8K
24,935
+40%
减持
SPSM
SPDR SER TR
-$207.3K
66,001
-4%
清仓
CALF
PACER FDS TR
-$202.7K
0
-100%
建仓
AMGN
AMGEN INC
+$202.1K
647
增持
ISTB
ISHARES TR
+$192.4K
78,779
+6%
减持
VOO
VANGUARD INDEX FDS
+$190.3K
11,973
-1%
增持
NOC
NORTHROP GRUMMAN CORP
-$183.0K
6,250
+3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$178.6K
184,220
-1%
增持
—
DIAMOND HILL INVT GROUP INC
-$168.6K
18,638
+3%
减持
GNTX
GENTEX CORP
-$166.9K
34,933
-6%
减持
DEO
DIAGEO PLC
-$144.1K
6,305
-0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$125.5K
66,572
+6%
增持
GOOGL
ALPHABET INC
+$114.5K
2,700
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$114.0K
9,484
-19%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$109.0K
101,314
+3%
减持
FPI
FARMLAND PARTNERS INC
+$108.4K
259,831
-0%
减持
MSFT
MICROSOFT CORP
-$108.3K
1,129
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$98.4K
8,307
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$96.2K
1,482
+9%
增持
AMZN
AMAZON COM INC
+$89.0K
4,110
+5%
增持
ICVT
ISHARES TR
+$82.0K
4,339
+34%
减持
D
DOMINION ENERGY INC
-$81.4K
11,609
-12%
减持
TJX
TJX COS INC NEW
+$79.0K
15,809
-4%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$75.4K
16,736
-15%
减持
IEFA
ISHARES TR
-$72.7K
7,091
-10%
减持
IJH
ISHARES TR
-$72.1K
6,827
-12%
减持
SPG
SIMON PPTY GROUP INC NEW
-$70.2K
9,832
-2%
减持
MORN
MORNINGSTAR INC
-$68.1K
4,460
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$66.0K
24,119
-3%
增持
CTRA
COTERRA ENERGY INC
-$62.3K
101,083
+2%
增持
APD
AIR PRODS & CHEMS INC
+$56.6K
3,214
+1%
增持
PEP
PEPSICO INC
+$51.2K
1,581
+32%
减持
SUB
ISHARES TR
-$50.8K
4,383
-10%
减持
COWZ
PACER FDS TR
-$47.4K
12,974
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
-$47.3K
12,336
-3%
增持
SBSW
SIBANYE STILLWATER LTD
-$46.8K
387,035
+5%
减持
TSLA
TESLA INC
+$42.8K
2,413
-2%
增持
T
AT&T INC
+$40.3K
23,560
+1%
减持
IWY
ISHARES TR
+$40.0K
6,379
-6%
增持
MBIN
MERCHANTS BANCORP IND
-$39.1K
15,333
+0%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$38.8K
17,505
-8%
增持
NTRL
FIRST TR EXCHANGE-TRADED FD
+$38.1K
55,667
+5%
增持
FRME
FIRST MERCHANTS CORP
-$36.2K
22,650
+0%
减持
KJAN
INNOVATOR ETFS TRUST
-$35.8K
9,461
-9%
减持
SPYV
SPDR SER TR
-$35.0K
16,935
-1%
增持
KO
COCA COLA CO
+$32.3K
4,313
+9%
减持
UNH
UNITEDHEALTH GROUP INC
+$31.0K
3,615
-1%
减持
IJR
ISHARES TR
-$30.5K
2,507
-7%
增持
BND
VANGUARD BD INDEX FDS
+$28.8K
16,953
+3%
增持
MTUM
ISHARES TR
+$28.5K
3,768
+0%
建仓
BLNK
BLINK CHARGING CO
+$27.4K
10,000
增持
PAPR
INNOVATOR ETFS TRUST
+$27.2K
11,745
+4%
减持
DON
WISDOMTREE TR
-$25.3K
8,191
-2%
减持
SIZE
ISHARES TR
-$25.0K
4,128
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$24.7K
43,317
+0%
增持
PAVE
GLOBAL X FDS
-$24.3K
16,392
+3%
减持
IJAN
INNOVATOR ETFS TRUST
-$23.3K
7,877
-9%
增持
VTI
VANGUARD INDEX FDS
+$22.3K
1,844
+2%
减持
SLYV
SPDR SER TR
-$21.5K
3,246
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$21.4K
5,760
+0%
减持
IXN
ISHARES TR
+$19.7K
3,273
-3%
减持
—
UNILEVER PLC
+$19.3K
13,872
-6%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$18.0K
15,785
-3%
增持
MCD
MCDONALDS CORP
-$15.1K
1,706
+7%
增持
VLUE
ISHARES TR
-$13.5K
3,182
+1%
减持
EFAV
ISHARES TR
-$12.7K
5,937
-1%
增持
IWS
ISHARES TR
-$12.1K
2,652
+0%
增持
HSY
HERSHEY CO
-$12.0K
1,294
+1%
增持
SPYM
SPDR SER TR
+$11.2K
3,735
+1%
增持
AOA
ISHARES TR
+$11.1K
4,145
+2%
增持
IWM
ISHARES TR
-$9.5K
1,328
+0%
增持
USMV
ISHARES TR
+$9.0K
19,074
+0%
增持
IWD
ISHARES TR
-$7.6K
1,686
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$5.4K
3,205
+0%
减持
PG
PROCTER AND GAMBLE CO
+$3.8K
2,145
-1%
增持
SLYG
SPDR SER TR
-$3.5K
3,131
+0%
增持
GOVT
ISHARES TR
-$2.2K
17,559
+0%
增持
LOVE
LOVESAC COMPANY
+$1.9K
133,341
+0%
增持
CVX
CHEVRON CORP NEW
-$662
1,562
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$418
5,111
+1%
