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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 133 项
建仓 12
增持 76
减持 43
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
-$13.6M
115,877
-52%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$11.4M
199,702
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$4.7M
112,309
-47%
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
THRO
BLACKROCK ETF TRUST
+$4.6M
140,101
+1161%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$4.5M
91,686
增持
IEMG
ISHARES INC
+$3.7M
102,404
+122%
增持
QQQ
INVESCO QQQ TR
+$3.6M
25,597
+14%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$3.0M
12,610
-88%
增持
SBSW
SIBANYE STILLWATER LTD
+$1.9M
692,934
+4%
增持
MGC
VANGUARD WORLD FD
+$1.7M
19,298
+47%
增持
DYNF
BLACKROCK ETF TRUST
+$1.6M
198,272
+5%
增持
QUAL
ISHARES TR
+$1.6M
87,206
+4%
减持
IWF
ISHARES TR
+$1.6M
28,705
-3%
建仓
HWM
HOWMET AEROSPACE INC
+$1.5M
8,156
清仓
EMXC
ISHARES INC
-$1.4M
0
-100%
减持
IVV
ISHARES TR
+$1.4M
27,405
-1%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.2M
149,549
+10%
清仓
APD
AIR PRODS & CHEMS INC
-$1.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$969.5K
19,320
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$962.0K
79,895
+34%
增持
MBLY
MOBILEYE GLOBAL INC
+$898.5K
221,264
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$795.8K
18,250
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$779.1K
84,831
+2%
增持
TLH
ISHARES TR
+$726.8K
59,338
+16%
增持
MTUM
ISHARES TR
+$712.7K
17,259
+2%
增持
PM
PHILIP MORRIS INTL INC
+$698.5K
26,433
+2%
建仓
VTIP
VANGUARD MALVERN FDS
+$684.9K
13,624
建仓
SAM
BOSTON BEER INC
+$678.3K
3,555
增持
DIS
DISNEY WALT CO
+$645.7K
23,977
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$625.5K
64,434
-23%
减持
KR
KROGER CO
-$589.3K
28,531
-27%
减持
FNDB
SCHWAB STRATEGIC TR
-$517.4K
11,188
-67%
增持
HII
HUNTINGTON INGALLS INDS INC
+$509.1K
9,838
+8%
减持
VOO
VANGUARD INDEX FDS
+$477.8K
10,785
-2%
减持
MUB
ISHARES TR
-$436.8K
38,629
-9%
减持
—
AIR LEASE CORP
+$431.4K
47,412
-2%
增持
—
EXXON MOBIL CORP
-$419.3K
42,979
+1%
增持
DEO
DIAGEO PLC
+$393.6K
17,360
+34%
增持
FSLR
FIRST SOLAR INC
+$384.9K
9,503
+1%
增持
TAXX
BONDBLOXX ETF TRUST
+$372.9K
93,655
+7%
增持
PJAN
INNOVATOR ETFS TRUST
+$371.9K
122,471
+1%
增持
CTRA
COTERRA ENERGY INC
-$345.2K
106,383
+1%
建仓
PBJL
PGIM ROCK ETF TR
+$333.1K
11,730
增持
IAU
ISHARES GOLD TR
+$308.2K
53,127
+4%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$286.7K
83,250
-6%
建仓
AVGO
BROADCOM INC
+$265.7K
964
增持
FMB
FIRST TR EXCH TRADED FD III
+$256.9K
123,313
+6%
增持
AMZN
AMAZON COM INC
+$246.6K
5,005
+12%
增持
TXXI
BONDBLOXX ETF TRUST
+$243.3K
62,875
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$242.0K
6,478
+2%
建仓
NKE
NIKE INC
+$217.1K
3,056
减持
JANW
AIM ETF PRODUCTS TRUST
+$210.9K
125,925
-0%
增持
IVW
ISHARES TR
+$209.6K
5,509
+29%
建仓
ICOW
PACER FDS TR
+$205.4K
6,036
建仓
WMT
WALMART INC
+$205.3K
2,100
建仓
JULW
AIM ETF PRODUCTS TRUST
+$203.2K
5,467
增持
AAPL
APPLE INC
-$194.8K
19,070
+3%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$185.4K
26,197
+17%
增持
MSFT
MICROSOFT CORP
+$182.6K
1,125
+12%
增持
TSLA
TESLA INC
+$160.6K
2,732
+0%
减持
LOVE
LOVESAC COMPANY
-$152.8K
139,070
-6%
增持
LLY
ELI LILLY & CO
-$140.2K
4,801
+2%
增持
VTI
VANGUARD INDEX FDS
+$132.8K
2,117
+14%
增持
HIMU
BLACKROCK ETF TRUST II
+$125.7K
11,401
+32%
减持
COWZ
PACER FDS TR
-$123.2K
9,300
-20%
减持
IWY
ISHARES TR
+$122.9K
5,320
-6%
减持
ICVT
ISHARES TR
-$122.0K
4,851
-27%
增持
UNH
UNITEDHEALTH GROUP INC
-$110.5K
6,355
+59%
减持
SMMU
PIMCO ETF TR
-$106.3K
24,372
-8%
增持
ISTB
ISHARES TR
+$105.5K
88,644
+2%
增持
GOOGL
ALPHABET INC
+$94.6K
2,941
+7%
增持
FPI
FARMLAND PARTNERS INC
+$92.5K
235,515
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$87.5K
1,161
+3%
减持
T
AT&T INC
-$79.5K
11,529
-21%
增持
CVS
CVS HEALTH CORP
+$78.8K
27,263
+3%
减持
PSEP
INNOVATOR ETFS TRUST
+$78.0K
33,480
-0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$74.8K
75,570
+2%
减持
CVX
CHEVRON CORP NEW
-$64.2K
2,079
-4%
增持
—
DIAMOND HILL INVT GROUP INC
+$63.6K
19,675
+1%
增持
SCHV
SCHWAB STRATEGIC TR
+$60.9K
45,908
+1%
增持
OEF
ISHARES TR
+$59.6K
1,594
+1%
增持
MBIN
MERCHANTS BANCORP IND
-$59.3K
15,477
+0%
减持
ICSH
ISHARES TR
-$59.0K
28,684
-4%
增持
WBS
WEBSTER FINL CORP
+$58.9K
16,161
+1%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$53.8K
63,151
+2%
增持
MEAR
ISHARES U S ETF TR
+$51.9K
5,783
+22%
增持
—
CHECK POINT SOFTWARE TECH LT
-$48.7K
8,456
+0%
增持
FRME
FIRST MERCHANTS CORP
-$48.3K
22,674
+0%
减持
IXN
ISHARES TR
+$47.3K
2,932
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$46.6K
11,477
-12%
增持
—
UNILEVER PLC
+$45.8K
14,773
+3%
减持
PAPR
INNOVATOR ETFS TRUST
-$43.6K
8,191
-16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$41.0K
24,929
+4%
减持
BINC
BLACKROCK ETF TRUST II
-$38.4K
98,144
-2%
增持
NOC
NORTHROP GRUMMAN CORP
-$38.3K
6,693
+1%
减持
IEFA
ISHARES TR
+$37.1K
5,687
-2%
减持
VO
VANGUARD INDEX FDS
+$37.0K
13,510
-7%
增持
GNTX
GENTEX CORP
-$36.7K
61,919
+3%
减持
SIZE
ISHARES TR
+$35.9K
3,964
-0%
增持
SPG
SIMON PPTY GROUP INC NEW
-$35.4K
10,086
+1%
增持
MCD
MCDONALDS CORP
-$34.6K
1,864
+0%
减持
PG
PROCTER AND GAMBLE CO
-$30.9K
2,738
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$29.4K
3,247
-3%
减持
AOA
ISHARES TR
+$29.1K
4,247
-0%
增持
D
DOMINION ENERGY INC
+$28.3K
12,624
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$27.9K
100,182
+2%
减持
SLYG
SPDR SERIES TRUST
-$27.3K
2,648
-16%
减持
TLT
ISHARES TR
-$25.6K
5,235
-2%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$25.6K
6,219
+2%
增持
IJH
ISHARES TR
+$25.3K
6,573
+0%
增持
PEP
PEPSICO INC
-$24.4K
1,740
+3%
增持
VLUE
ISHARES TR
+$24.2K
3,344
+1%
减持
SPYM
SPDR SERIES TRUST
+$24.0K
4,022
-1%
减持
IWS
ISHARES TR
-$23.1K
2,272
-11%
增持
IWM
ISHARES TR
+$22.1K
1,335
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$19.8K
5,331
+0%
减持
SUB
ISHARES TR
-$18.8K
4,126
-5%
增持
IWD
ISHARES TR
+$15.8K
1,655
+2%
减持
SPSM
SPDR SERIES TRUST
+$14.7K
59,530
-4%
增持
BND
VANGUARD BD INDEX FDS
+$14.4K
15,010
+1%
增持
IJR
ISHARES TR
+$12.3K
2,415
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.7K
52,492
+5%
增持
USMV
ISHARES TR
+$8.5K
18,815
+0%
减持
EFAV
ISHARES TR
+$7.1K
3,406
-5%
增持
DON
WISDOMTREE TR
+$6.9K
8,325
+0%
减持
SPYV
SPDR SERIES TRUST
-$6.5K
14,018
-3%
增持
SLYV
SPDR SERIES TRUST
+$5.4K
3,054
+1%
增持
HSY
HERSHEY CO
-$5.0K
1,334
+1%
增持
KO
COCA COLA CO
-$2.3K
4,500
+1%
减持
GOVT
ISHARES TR
-$2.1K
15,573
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.8K
11,832
+0%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$440
31,000
减持
JPST
J P MORGAN EXCHANGE TRADED F
+$92
4,934
-0%
