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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 128 项
建仓 9
增持 74
减持 40
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
TLH
ISHARES TR
+$4.9M
51,103
+1079%
增持
ITOT
ISHARES TR
+$4.3M
239,995
+24%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$3.7M
105,891
-56%
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
TXXI
BONDBLOXX ETF TRUST
+$2.9M
57,647
减持
TLT
ISHARES TR
-$2.8M
5,356
-86%
建仓
MGC
VANGUARD WORLD FD
+$2.6M
13,159
减持
EMXC
ISHARES INC
-$2.6M
26,306
-64%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.6M
135,471
+43%
减持
VIGI
VANGUARD WHITEHALL FDS
-$2.2M
82,781
-27%
增持
IAU
ISHARES GOLD TR
+$1.8M
50,963
+118%
增持
PJAN
INNOVATOR ETFS TRUST
+$1.3M
121,122
+38%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
25,930
+3%
减持
IVV
ISHARES TR
-$1.0M
27,796
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$986.6K
59,556
+52%
增持
TAXX
BONDBLOXX ETF TRUST
+$974.2K
87,170
+28%
增持
SBSW
SIBANYE STILLWATER LTD
+$949.3K
666,726
+5%
增持
MBLY
MOBILEYE GLOBAL INC
-$903.3K
213,953
+7%
增持
QQQ
INVESCO QQQ TR
-$868.5K
22,531
+1%
建仓
FNDB
SCHWAB STRATEGIC TR
+$785.7K
34,146
增持
CVS
CVS HEALTH CORP
+$751.3K
26,595
+14%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$736.3K
212,293
-9%
清仓
PAVE
GLOBAL X FDS
-$735.7K
0
-100%
增持
HII
HUNTINGTON INGALLS INDS INC
+$732.3K
9,147
+52%
减持
MUB
ISHARES TR
-$689.4K
42,419
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$665.0K
6,363
+6%
增持
—
EXXON MOBIL CORP
+$596.7K
42,483
+3%
减持
AAPL
APPLE INC
-$541.4K
18,491
-0%
增持
LOVE
LOVESAC COMPANY
-$533.4K
147,626
+9%
增持
IWF
ISHARES TR
-$500.1K
29,454
+6%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$485.7K
89,002
-10%
减持
VOO
VANGUARD INDEX FDS
-$469.8K
10,991
-3%
减持
FPI
FARMLAND PARTNERS INC
-$467.0K
234,827
-10%
增持
IEMG
ISHARES INC
+$465.3K
46,153
+19%
增持
KJAN
INNOVATOR ETFS TRUST
+$459.5K
22,745
+140%
建仓
HIMU
BLACKROCK ETF TRUST II
+$428.7K
8,655
建仓
OEF
ISHARES TR
+$425.6K
1,571
增持
FSLR
FIRST SOLAR INC
-$393.6K
9,398
+5%
减持
PFEB
INNOVATOR ETFS TRUST
-$387.3K
19,693
-34%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$385.5K
0
-100%
减持
SPSM
SPDR SER TR
-$380.5K
61,857
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$379.0K
49,860
+6%
增持
—
CHECK POINT SOFTWARE TECH LT
+$377.6K
8,422
+2%
增持
CTRA
COTERRA ENERGY INC
+$376.0K
105,372
+1%
增持
TSLA
TESLA INC
-$354.0K
2,729
+4%
建仓
THRO
BLACKROCK ETF TRUST
+$352.2K
11,113
增持
NOC
NORTHROP GRUMMAN CORP
+$338.4K
6,611
+2%
增持
NVDA
NVIDIA CORPORATION
-$333.3K
19,218
+7%
增持
KR
KROGER CO
+$321.0K
38,940
+3%
减持
VO
VANGUARD INDEX FDS
-$308.8K
14,474
-6%
增持
BINC
BLACKROCK ETF TRUST II
+$307.7K
99,739
+6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$281.6K
4,937
-53%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$279.8K
8,608
减持
FMB
FIRST TR EXCH TRADED FD III
-$274.1K
116,745
-3%
增持
LLY
ELI LILLY & CO
+$254.1K
4,701
+0%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$248.8K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$241.8K
0
-100%
增持
—
DIAMOND HILL INVT GROUP INC
-$234.3K
19,570
+0%
增持
GNTX
GENTEX CORP
-$231.9K
60,014
+6%
建仓
UBER
UBER TECHNOLOGIES INC
+$212.7K
2,919
清仓
TJX
TJX COS INC NEW
-$210.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$208.8K
18,325
+2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$203.1K
11,782
+53%
建仓
MCK
MCKESSON CORP
+$201.9K
300
增持
DEO
DIAGEO PLC
-$200.9K
12,950
+6%
增持
ISTB
ISHARES TR
+$200.9K
87,012
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$199.8K
98,362
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$180.4K
83,441
-9%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$178.9K
73,950
+4%
减持
IWY
ISHARES TR
-$150.7K
5,635
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$141.5K
3,996
+4%
减持
AMZN
AMAZON COM INC
-$138.5K
4,475
-1%
减持
EFAV
ISHARES TR
-$131.1K
3,583
-38%
增持
DIS
DISNEY WALT CO
-$130.9K
23,583
+7%
增持
—
AIR LEASE CORP
+$127.4K
48,473
+6%
减持
SMMU
PIMCO ETF TR
-$117.3K
26,571
-8%
增持
JANW
AIM ETF PRODUCTS TRUST
+$116.6K
126,111
+4%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$113.4K
22,398
+11%
增持
—
UNILEVER PLC
+$110.8K
14,407
+9%
增持
ICSH
ISHARES TR
+$107.0K
29,853
+7%
增持
D
DOMINION ENERGY INC
+$101.8K
12,220
+13%
减持
COWZ
PACER FDS TR
-$93.9K
11,608
-10%
增持
SCHV
SCHWAB STRATEGIC TR
+$93.1K
45,500
+6%
增持
BND
VANGUARD BD INDEX FDS
+$85.1K
14,851
+6%
增持
QUAL
ISHARES TR
-$79.7K
84,103
+4%
增持
DYNF
BLACKROCK ETF TRUST
+$75.2K
188,010
+6%
增持
APD
AIR PRODS & CHEMS INC
+$74.4K
3,648
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
-$68.1K
9,976
-0%
减持
USMV
ISHARES TR
+$67.8K
18,767
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$57.2K
3,352
+0%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$53.6K
61,961
+4%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$49.2K
13,030
-4%
减持
T
AT&T INC
+$46.8K
14,608
-9%
减持
CVX
CHEVRON CORP NEW
+$44.6K
2,163
-1%
增持
MCD
MCDONALDS CORP
+$44.5K
1,855
+1%
减持
DUK
DUKE ENERGY CORP NEW
+$41.0K
5,319
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$35.9K
1,126
-1%
减持
IJR
ISHARES TR
-$35.7K
2,406
-3%
增持
MSFT
MICROSOFT CORP
-$34.4K
1,005
+3%
增持
MTUM
ISHARES TR
+$32.5K
16,994
+3%
减持
IJH
ISHARES TR
-$31.4K
6,553
-1%
增持
IWM
ISHARES TR
-$28.3K
1,334
+0%
减持
SUB
ISHARES TR
-$27.4K
4,333
-6%
增持
SLYV
SPDR SER TR
-$25.7K
3,037
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$23.6K
24,084
-1%
减持
IEFA
ISHARES TR
-$23.3K
5,785
-12%
增持
VTI
VANGUARD INDEX FDS
-$22.9K
1,858
+1%
增持
SLYG
SPDR SER TR
-$22.5K
3,161
+0%
增持
IVW
ISHARES TR
-$22.5K
4,276
+4%
减持
SPYM
SPDR SER TR
-$17.1K
4,081
-1%
增持
PEP
PEPSICO INC
+$17.0K
1,695
+9%
增持
META
META PLATFORMS INC
+$13.9K
1,356
+3%
增持
FRME
FIRST MERCHANTS CORP
+$12.7K
22,668
+0%
增持
DON
WISDOMTREE TR
-$10.5K
8,287
+0%
减持
IWS
ISHARES TR
-$10.0K
2,566
-0%
增持
MBIN
MERCHANTS BANCORP IND
+$9.5K
15,436
+0%
减持
SPYV
SPDR SER TR
-$8.8K
14,494
-1%
增持
WBS
WEBSTER FINL CORP
+$8.4K
15,975
+8%
减持
AOA
ISHARES TR
-$7.7K
4,250
-2%
增持
VLUE
ISHARES TR
+$5.5K
3,323
+1%
增持
IWD
ISHARES TR
+$5.2K
1,625
+0%
增持
BLNK
BLINK CHARGING CO
-$4.7K
10,035
+0%
增持
HSY
HERSHEY CO
+$4.0K
1,323
+1%
增持
MEAR
ISHARES U S ETF TR
+$2.6K
4,753
+1%
增持
MAXJ
ISHARES TR
-$2.4K
12,944
+1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$2.2K
6,093
+5%
减持
GOVT
ISHARES TR
-$2.2K
15,662
-1%
增持
ICVT
ISHARES TR
-$1.6K
6,687
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.1K
2,742
-2%
