小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 127 项
建仓 7
增持 61
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.7M
294,576
+60%
增持
ICOW
PACER FDS TR
+$3.5M
208,185
+105%
建仓
TAXX
BONDBLOXX ETF TRUST
+$3.2M
63,336
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
JMST
J P MORGAN EXCHANGE TRADED F
-$2.6M
100,908
-34%
减持
ITOT
ISHARES TR
-$2.1M
185,146
-13%
建仓
—
AIR LEASE CORP
+$1.9M
41,934
清仓
HEFA
ISHARES TR
-$1.7M
0
-100%
减持
TJX
TJX COS INC NEW
-$1.5M
2,058
-87%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.4M
45,804
-39%
清仓
MORN
MORNINGSTAR INC
-$1.3M
0
-100%
增持
SBSW
SIBANYE STILLWATER LTD
+$865.6K
620,252
+60%
增持
LOVE
LOVESAC COMPANY
+$838.7K
134,364
+1%
增持
DEO
DIAGEO PLC
+$800.4K
11,368
+80%
增持
MBLY
MOBILEYE GLOBAL INC
+$685.5K
190,595
+178%
增持
PM
PHILIP MORRIS INTL INC
+$684.9K
24,228
+9%
增持
MUB
ISHARES TR
+$684.0K
43,017
+15%
减持
QUAL
ISHARES TR
+$663.3K
77,867
-0%
减持
IVV
ISHARES TR
+$643.8K
28,029
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$608.6K
6,312
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
+$552.6K
106,722
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$551.9K
28,792
+57%
增持
DYNF
BLACKROCK ETF TRUST
+$479.9K
167,505
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$477.7K
8,380
+1%
增持
—
DIAMOND HILL INVT GROUP INC
+$434.2K
18,919
+2%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
+$418.3K
87,274
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
-$409.7K
8,432
-32%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$397.0K
107,199
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$389.1K
78,866
+7%
减持
KR
KROGER CO
-$385.7K
37,493
-26%
建仓
JULW
AIM ETF PRODUCTS TRUST
+$380.5K
11,017
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$339.2K
5,548
建仓
MAXJ
ISHARES TR
+$334.4K
12,865
增持
UNH
UNITEDHEALTH GROUP INC
+$331.2K
3,715
+3%
清仓
FAST
FASTENAL CO
-$288.9K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$270.8K
15,402
-2%
增持
EMXC
ISHARES INC
+$270.5K
66,181
+4%
增持
FPI
FARMLAND PARTNERS INC
-$264.8K
261,341
+1%
增持
CTRA
COTERRA ENERGY INC
-$262.6K
101,597
+1%
减持
AAPL
APPLE INC
+$260.4K
18,841
-4%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$252.7K
68,936
+4%
增持
TLH
ISHARES TR
+$245.7K
5,043
+69%
增持
ISTB
ISHARES TR
+$240.4K
81,597
+4%
减持
VOO
VANGUARD INDEX FDS
+$239.2K
11,801
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$237.8K
20,415
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$223.9K
44,762
+3%
建仓
NKE
NIKE INC
+$215.3K
2,436
增持
TSLA
TESLA INC
+$205.1K
2,609
+8%
减持
SPSM
SPDR SER TR
+$201.8K
64,665
-2%
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$200.9K
1,753
减持
TLT
ISHARES TR
+$194.4K
31,362
-0%
增持
FSLR
FIRST SOLAR INC
+$177.7K
6,696
+1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$176.9K
9,877
+0%
减持
PSEP
INNOVATOR ETFS TRUST
-$176.3K
46,068
-12%
增持
APD
AIR PRODS & CHEMS INC
+$169.3K
3,354
+4%
增持
NVDA
NVIDIA CORPORATION
+$168.6K
17,636
+10%
减持
GNTX
GENTEX CORP
-$151.4K
34,563
-1%
增持
—
UNILEVER PLC
+$147.3K
14,011
+1%
减持
IWF
ISHARES TR
+$143.3K
27,975
-2%
减持
IEMG
ISHARES INC
+$135.3K
36,715
-0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$133.8K
7,631
+49%
减持
SMMU
PIMCO ETF TR
-$123.7K
31,505
-8%
减持
USMV
ISHARES TR
+$122.5K
18,879
-1%
减持
—
EXXON MOBIL CORP
-$119.1K
40,869
-4%
增持
MCD
MCDONALDS CORP
+$118.9K
1,818
+7%
增持
CVS
CVS HEALTH CORP
+$116.9K
23,253
+2%
增持
ICSH
ISHARES TR
+$109.8K
19,586
+12%
增持
D
DOMINION ENERGY INC
+$108.9K
11,728
+1%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$105.4K
20,502
-18%
增持
SCHV
SCHWAB STRATEGIC TR
+$94.0K
14,172
+0%
增持
FRME
FIRST MERCHANTS CORP
+$88.8K
22,656
+0%
减持
MSFT
MICROSOFT CORP
-$88.5K
967
-14%
增持
DUK
DUKE ENERGY CORP NEW
+$88.0K
5,770
+0%
减持
QQQ
INVESCO QQQ TR
+$80.7K
22,119
-1%
增持
LLY
ELI LILLY & CO
-$78.1K
4,115
+0%
增持
PAVE
GLOBAL X FDS
+$75.9K
16,588
+1%
增持
MBIN
MERCHANTS BANCORP IND
+$69.3K
15,367
+0%
减持
JANW
AIM ETF PRODUCTS TRUST
+$65.8K
121,070
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$63.4K
3,359
+5%
减持
IWP
ISHARES TR
-$56.4K
2,600
-21%
减持
SCHD
SCHWAB STRATEGIC TR
+$55.6K
30,933
-6%
增持
NTRL
FIRST TR EXCHANGE-TRADED FD
+$52.2K
57,741
+4%
减持
BND
VANGUARD BD INDEX FDS
+$50.8K
16,939
-0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$49.4K
14,175
-10%
减持
EFAV
ISHARES TR
+$39.8K
5,887
-1%
减持
COWZ
PACER FDS TR
+$37.6K
12,874
-1%
增持
DON
WISDOMTREE TR
+$37.3K
8,223
+0%
增持
KO
COCA COLA CO
+$36.9K
4,334
+0%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$31.1K
28,701
-6%
增持
IGEB
ISHARES TR
+$30.9K
14,468
+0%
增持
MTUM
ISHARES TR
+$30.1K
3,770
+0%
增持
SLYV
SPDR SER TR
+$29.0K
3,262
+0%
减持
PDEC
INNOVATOR ETFS TRUST
-$28.3K
5,752
-13%
增持
AMZN
AMAZON COM INC
-$28.3K
4,111
+0%
减持
VTI
VANGUARD INDEX FDS
+$28.0K
1,841
-0%
增持
AOA
ISHARES TR
+$27.5K
4,276
+3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$26.9K
23,424
-3%
减持
GOVT
ISHARES TR
-$26.9K
15,755
-10%
增持
IWD
ISHARES TR
+$26.2K
1,687
+0%
减持
T
AT&T INC
+$26.0K
21,646
-8%
减持
IXN
ISHARES TR
-$24.6K
2,986
-9%
减持
IEFA
ISHARES TR
+$24.6K
6,915
-2%
增持
IWM
ISHARES TR
+$24.4K
1,330
+0%
减持
SIZE
ISHARES TR
+$24.2K
3,978
-4%
增持
SLYG
SPDR SER TR
+$23.6K
3,141
+0%
减持
IWS
ISHARES TR
+$20.6K
2,577
-3%
增持
VLUE
ISHARES TR
+$20.4K
3,206
+1%
增持
PG
PROCTER AND GAMBLE CO
+$20.2K
2,159
+1%
增持
DIS
DISNEY WALT CO
-$17.1K
22,035
+2%
减持
IJR
ISHARES TR
+$15.6K
2,419
-4%
减持
ICVT
ISHARES TR
+$14.2K
4,248
-2%
减持
SPYV
SPDR SER TR
-$12.0K
15,388
-9%
增持
HSY
HERSHEY CO
+$12.0K
1,303
+1%
减持
IWY
ISHARES TR
-$11.6K
6,166
-3%
减持
IJH
ISHARES TR
+$10.7K
6,583
-4%
减持
WBS
WEBSTER FINL CORP
+$10.5K
16,093
-5%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$10.0K
16,825
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$9.7K
2,973
-9%
增持
AMGN
AMGEN INC
+$7.1K
649
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.4K
9,326
-2%
减持
PEP
PEPSICO INC
+$4.9K
1,562
-1%
减持
SUB
ISHARES TR
+$4.8K
4,360
-1%
减持
BJAN
INNOVATOR ETFS TRUST
-$3.4K
6,925
-4%
增持
CVX
CHEVRON CORP NEW
-$3.1K
1,638
+5%
减持
PJUN
INNOVATOR ETFS TRUST
-$3.0K
9,979
-4%
增持
—
374WATER INC
+$2.3K
12,588
+2%
减持
IVW
ISHARES TR
+$103
2,252
-3%
减持
SPYM
SPDR SER TR
+$70
3,542
-5%
