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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 134 项
建仓 7
增持 76
减持 39
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$7.2M
238,765
清仓
ICOW
PACER FDS TR
-$6.6M
0
-100%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$3.5M
232,744
-21%
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
MTUM
ISHARES TR
+$2.6M
16,444
+336%
增持
ITOT
ISHARES TR
+$1.7M
194,106
+5%
增持
MBLY
MOBILEYE GLOBAL INC
+$1.4M
199,958
+5%
建仓
IAU
ISHARES GOLD TR
+$1.2M
23,373
建仓
HII
HUNTINGTON INGALLS INDS INC
+$1.1M
6,001
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
6,009
-28%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$944.1K
20,246
增持
DYNF
BLACKROCK ETF TRUST
+$805.7K
177,408
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$694.9K
94,514
+20%
清仓
IGEB
ISHARES TR
-$672.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$637.8K
22,365
+1%
减持
IWF
ISHARES TR
+$634.1K
27,729
-1%
增持
LOVE
LOVESAC COMPANY
-$632.3K
135,979
+1%
增持
GNTX
GENTEX CORP
+$604.0K
56,743
+64%
增持
FMB
FIRST TR EXCH TRADED FD III
+$590.6K
120,773
+13%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$590.5K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$496.7K
39,269
+36%
增持
QUAL
ISHARES TR
+$490.4K
81,155
+4%
增持
MUB
ISHARES TR
+$489.1K
48,448
+13%
减持
PSEP
INNOVATOR ETFS TRUST
-$461.3K
33,610
-27%
增持
IVV
ISHARES TR
+$461.3K
28,248
+1%
增持
SBSW
SIBANYE STILLWATER LTD
-$445.0K
637,654
+3%
清仓
BFEB
INNOVATOR ETFS TRUST
-$419.6K
0
-100%
增持
ICSH
ISHARES TR
+$412.7K
27,891
+42%
增持
CVS
CVS HEALTH CORP
-$411.7K
23,401
+1%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$410.5K
94,821
+9%
增持
VIGI
VANGUARD WHITEHALL FDS
-$398.3K
112,803
+6%
清仓
JULW
AIM ETF PRODUCTS TRUST
-$380.5K
0
-100%
增持
TSLA
TESLA INC
+$378.7K
2,628
+1%
清仓
JANT
AIM ETF PRODUCTS TRUST
-$373.7K
0
-100%
增持
FPI
FARMLAND PARTNERS INC
+$354.3K
262,358
+0%
增持
DIS
DISNEY WALT CO
+$339.1K
22,080
+0%
增持
—
EXXON MOBIL CORP
-$335.0K
41,421
+1%
增持
—
AIR LEASE CORP
+$315.1K
45,931
+10%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$296.3K
8,100
-50%
增持
NOC
NORTHROP GRUMMAN CORP
-$286.9K
6,492
+3%
增持
NVDA
NVIDIA CORPORATION
+$274.3K
17,992
+2%
清仓
XLC
SELECT SECTOR SPDR TR
-$268.8K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$266.6K
13,985
-17%
减持
AAPL
APPLE INC
+$258.9K
18,564
-1%
增持
TLT
ISHARES TR
+$255.1K
38,151
+22%
建仓
VB
VANGUARD INDEX FDS
+$241.8K
1,006
建仓
MEAR
ISHARES U S ETF TR
+$236.2K
4,729
增持
CTRA
COTERRA ENERGY INC
+$236.0K
104,512
+3%
建仓
OCTU
AIM ETF PRODUCTS TRUST
+$234.0K
9,240
增持
AMZN
AMAZON COM INC
+$223.9K
4,512
+10%
增持
UNH
UNITEDHEALTH GROUP INC
-$220.3K
3,858
+4%
清仓
UBER
UBER TECHNOLOGIES INC
-$219.4K
0
-100%
增持
TAXX
BONDBLOXX ETF TRUST
+$217.1K
68,177
+8%
清仓
NKE
NIKE INC
-$215.3K
0
-100%
清仓
AMGN
AMGEN INC
-$209.2K
0
-100%
增持
ICVT
ISHARES TR
+$205.2K
6,598
+55%
增持
IVW
ISHARES TR
+$203.8K
4,131
+83%
清仓
IVOG
VANGUARD ADMIRAL FDS INC
-$200.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$184.5K
1,136
-23%
增持
KR
KROGER CO
+$166.5K
37,855
+1%
增持
POCT
INNOVATOR ETFS TRUST
+$163.5K
12,425
+47%
减持
—
UNILEVER PLC
-$163.0K
13,176
-6%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$145.8K
23,281
-19%
减持
SMMU
PIMCO ETF TR
-$144.6K
29,020
-8%
增持
MBIN
MERCHANTS BANCORP IND
-$129.3K
15,398
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$128.8K
98,826
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$127.6K
47,077
+5%
减持
TLH
ISHARES TR
-$119.9K
4,335
-14%
减持
T
AT&T INC
-$109.9K
16,086
-26%
减持
VOO
VANGUARD INDEX FDS
-$109.0K
11,355
-4%
增持
SCHD
SCHWAB STRATEGIC TR
-$101.4K
91,999
+197%
增持
PM
PHILIP MORRIS INTL INC
+$99.7K
25,268
+4%
减持
D
DOMINION ENERGY INC
-$94.4K
10,832
-8%
增持
PG
PROCTER AND GAMBLE CO
+$94.3K
2,793
+29%
增持
FSLR
FIRST SOLAR INC
-$88.5K
8,975
+34%
减持
—
CHECK POINT SOFTWARE TECH LT
-$83.8K
8,259
-2%
增持
IEMG
ISHARES INC
-$82.2K
38,789
+6%
减持
IEFA
ISHARES TR
-$78.7K
6,559
-5%
增持
CVX
CHEVRON CORP NEW
+$76.1K
2,191
+34%
增持
GOOGL
ALPHABET INC
+$70.9K
2,740
+1%
减持
WBS
WEBSTER FINL CORP
+$65.0K
14,761
-8%
减持
SPYV
SPDR SER TR
-$64.5K
14,645
-5%
减持
PAPR
INNOVATOR ETFS TRUST
-$62.9K
9,787
-17%
增持
FRME
FIRST MERCHANTS CORP
+$61.2K
22,662
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$58.3K
10,552
+13%
减持
DUK
DUKE ENERGY CORP NEW
-$57.5K
5,642
-2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$55.6K
71,285
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$55.4K
10,016
+1%
增持
PAVE
GLOBAL X FDS
+$52.9K
18,205
+10%
减持
PAUG
INNOVATOR ETFS TRUST
-$51.1K
31,776
-6%
增持
SPYM
SPDR SER TR
+$46.3K
4,140
+17%
增持
EMXC
ISHARES INC
+$45.9K
73,765
+11%
减持
EFAV
ISHARES TR
-$41.2K
5,803
-1%
减持
SPSM
SPDR SER TR
-$41.1K
64,599
-0%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$41.0K
59,543
+3%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$39.9K
13,630
-4%
增持
DEO
DIAGEO PLC
-$37.4K
12,255
+8%
减持
AEP
AMERICAN ELEC PWR CO INC
-$35.6K
3,351
-0%
增持
USMV
ISHARES TR
-$34.0K
19,033
+1%
增持
ISTB
ISHARES TR
+$33.9K
83,862
+3%
增持
KO
COCA COLA CO
-$32.7K
4,477
+3%
减持
TJX
TJX COS INC NEW
-$31.7K
1,740
-15%
减持
PEP
PEPSICO INC
-$28.6K
1,559
-0%
增持
—
DIAMOND HILL INVT GROUP INC
-$27.8K
19,534
+3%
增持
HSY
HERSHEY CO
-$27.6K
1,313
+1%
减持
MAYW
AIM ETF PRODUCTS TRUST
-$24.1K
38,018
-3%
增持
SCHV
SCHWAB STRATEGIC TR
-$22.7K
42,818
+202%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$22.2K
5,826
+5%
增持
SUB
ISHARES TR
+$21.9K
4,598
+5%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$20.8K
16,327
-3%
减持
IWD
ISHARES TR
-$19.8K
1,623
-4%
减持
SLYV
SPDR SER TR
-$19.3K
3,024
-7%
增持
MCD
MCDONALDS CORP
-$18.6K
1,845
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$18.5K
17,881
-12%
增持
LLY
ELI LILLY & CO
-$17.7K
4,700
+14%
减持
IWY
ISHARES TR
-$17.5K
5,693
-8%
清仓
—
374WATER INC
-$17.1K
0
-100%
减持
PMAY
INNOVATOR ETFS TRUST
-$16.6K
34,774
-3%
增持
COWZ
PACER FDS TR
-$15.0K
12,916
+0%
增持
SCHP
SCHWAB STRATEGIC TR
-$11.3K
94,664
+107%
减持
VO
VANGUARD INDEX FDS
-$11.3K
15,342
-0%
增持
SLYG
SPDR SER TR
-$7.5K
3,153
+0%
增持
GOVT
ISHARES TR
-$7.3K
15,759
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.8K
24,331
+4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
-$5.2K
7,697
+1%
增持
MSFT
MICROSOFT CORP
-$4.6K
976
+1%
增持
AOA
ISHARES TR
-$4.6K
4,344
+2%
增持
IJR
ISHARES TR
+$4.4K
2,493
+3%
减持
IXN
ISHARES TR
+$3.6K
2,950
-1%
增持
IJH
ISHARES TR
+$3.5K
6,640
+1%
减持
SIZE
ISHARES TR
-$3.1K
3,965
-0%
增持
APD
AIR PRODS & CHEMS INC
+$2.6K
3,453
+3%
增持
VLUE
ISHARES TR
-$761
3,303
+3%
增持
IWM
ISHARES TR
+$529
1,332
+0%
增持
DON
WISDOMTREE TR
+$433
8,258
+0%
