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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 143 项
建仓 13
增持 84
减持 45
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.4M
99,482
-50%
增持
MGC
VANGUARD WORLD FD
+$5.0M
38,081
+97%
增持
DYNF
BLACKROCK ETF TRUST
+$2.9M
231,992
+17%
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
SBSW
SIBANYE STILLWATER LTD
+$2.9M
705,462
+2%
建仓
ITA
ISHARES TR
+$2.7M
12,728
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$2.4M
46,965
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$2.4M
60,900
-46%
减持
—
AIR LEASE CORP
-$2.2M
9,088
-81%
增持
IAU
ISHARES GOLD TR
+$1.9M
71,651
+35%
减持
ISTB
ISHARES TR
-$1.9M
50,232
-43%
增持
IEMG
ISHARES INC
+$1.5M
115,684
+13%
增持
SAM
BOSTON BEER INC
+$1.3M
9,491
+167%
减持
IVV
ISHARES TR
+$1.3M
27,390
-0%
增持
QUAL
ISHARES TR
+$1.3M
88,657
+2%
减持
ITOT
ISHARES TR
+$1.1M
115,242
-1%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.1M
157,291
+5%
增持
AAPL
APPLE INC
+$1.0M
19,382
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$930.7K
7,020
+5%
减持
IWF
ISHARES TR
+$861.9K
27,859
-3%
增持
MBLY
MOBILEYE GLOBAL INC
-$830.4K
222,942
+1%
增持
TLH
ISHARES TR
+$719.8K
65,526
+10%
建仓
VGT
VANGUARD WORLD FD
+$691.9K
927
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$663.6K
3,638
增持
FSLR
FIRST SOLAR INC
+$651.4K
10,087
+6%
减持
PM
PHILIP MORRIS INTL INC
-$614.0K
25,896
-2%
增持
HII
HUNTINGTON INGALLS INDS INC
+$595.7K
10,320
+5%
增持
MUB
ISHARES TR
+$575.5K
43,304
+12%
减持
NVDA
NVIDIA CORPORATION
+$521.2K
19,153
-1%
增持
GOOGL
ALPHABET INC
+$516.8K
4,258
+45%
增持
THRO
BLACKROCK ETF TRUST
+$512.5K
145,202
+4%
增持
GNTX
GENTEX CORP
+$496.8K
65,669
+6%
减持
QQQ
INVESCO QQQ TR
+$496.4K
24,346
-5%
增持
BINC
BLACKROCK ETF TRUST II
+$476.6K
106,359
+8%
减持
VOO
VANGUARD INDEX FDS
+$468.2K
10,768
-0%
增持
TSLA
TESLA INC
+$397.4K
2,845
+4%
增持
MTUM
ISHARES TR
+$392.2K
17,703
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$373.8K
10,631
+5%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$372.1K
19,009
+61%
建仓
COST
COSTCO WHSL CORP NEW
+$367.6K
397
建仓
VHT
VANGUARD WORLD FD
+$360.6K
1,389
增持
AVGO
BROADCOM INC
+$356.5K
1,886
+96%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$350.2K
76,193
-8%
增持
AMZN
AMAZON COM INC
+$342.8K
6,562
+31%
减持
JPM
JPMORGAN CHASE & CO.
-$315.5K
15,773
-14%
增持
—
EXXON MOBIL CORP
+$270.0K
43,487
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$266.6K
6,514
+3%
建仓
NEE
NEXTERA ENERGY INC
+$263.4K
3,490
清仓
GNW
GENWORTH FINL INC
-$249.0K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$246.1K
1,327
建仓
APP
APPLOVIN CORP
+$242.1K
337
增持
TAXX
BONDBLOXX ETF TRUST
+$240.8K
98,507
+5%
增持
CVS
CVS HEALTH CORP
+$231.8K
28,020
+3%
减持
LOVE
LOVESAC COMPANY
-$225.5K
136,183
-2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$222.7K
79,682
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$211.1K
96,048
+5%
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$210.0K
1,757
减持
CTRA
COTERRA ENERGY INC
-$202.3K
105,610
-1%
建仓
SRE
SEMPRA
+$202.0K
2,245
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$200.9K
6,659
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$198.5K
106,544
+6%
增持
MSFT
MICROSOFT CORP
+$196.7K
1,460
+30%
增持
DIS
DISNEY WALT CO
-$189.8K
24,311
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$169.8K
68,765
+7%
增持
VTI
VANGUARD INDEX FDS
+$165.6K
2,465
+16%
减持
TLT
ISHARES TR
-$158.5K
3,396
-35%
增持
FMB
FIRST TR EXCH TRADED FD III
+$157.0K
124,264
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$154.6K
55,198
+5%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$151.3K
7,991
-37%
减持
VO
VANGUARD INDEX FDS
+$149.6K
13,379
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$137.9K
86,892
+2%
减持
IWY
ISHARES TR
+$129.8K
5,267
-1%
增持
ICVT
ISHARES TR
+$127.0K
5,638
+16%
增持
TXXI
BONDBLOXX ETF TRUST
+$125.6K
64,252
+2%
减持
SMMU
PIMCO ETF TR
-$104.4K
22,115
-9%
增持
CVX
CHEVRON CORP NEW
+$104.2K
2,588
+24%
减持
JANW
AIM ETF PRODUCTS TRUST
+$97.7K
124,426
-1%
减持
—
UNILEVER PLC
-$96.3K
13,620
-8%
增持
VTEB
VANGUARD MUN BD FDS
+$88.8K
80,009
+0%
增持
SEPW
AIM ETF PRODUCTS TRUST
+$83.4K
25,022
+7%
减持
SIVR
ABRDN SILVER ETF TRUST
+$80.3K
8,465
-2%
增持
FPI
FARMLAND PARTNERS INC
-$78.9K
241,903
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$76.1K
1,191
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$76.0K
15,028
+10%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$75.9K
67,343
+7%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$71.7K
23,563
-5%
增持
SCHV
SCHWAB STRATEGIC TR
+$70.5K
46,059
+0%
减持
PMAY
INNOVATOR ETFS TRUST
-$70.1K
31,982
-8%
增持
BND
VANGUARD BD INDEX FDS
+$68.7K
15,784
+5%
减持
SPSM
SPDR SERIES TRUST
-$66.7K
53,308
-10%
减持
HWM
HOWMET AEROSPACE INC
+$62.8K
8,056
-1%
增持
IVW
ISHARES TR
+$58.9K
5,512
+0%
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$53.9K
21,302
+4%
减持
KJAN
INNOVATOR ETFS TRUST
+$53.8K
22,457
-1%
增持
ICSH
ISHARES TR
+$53.3K
29,712
+4%
增持
—
CHECK POINT SOFTWARE TECH LT
-$52.2K
8,790
+4%
增持
KR
KROGER CO
-$43.3K
29,718
+4%
减持
OEF
ISHARES TR
+$42.7K
1,586
-1%
增持
VLUE
ISHARES TR
+$41.7K
3,361
+1%
增持
AOA
ISHARES TR
+$41.6K
4,491
+6%
增持
MCD
MCDONALDS CORP
+$36.9K
1,914
+3%
增持
IWM
ISHARES TR
+$35.4K
1,337
+0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$35.3K
10,677
-7%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$33.9K
6,510
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$32.0K
5,341
+0%
减持
SLYG
SPDR SERIES TRUST
-$31.8K
2,155
-19%
增持
SPYM
SPDR SERIES TRUST
+$31.3K
4,131
+3%
增持
HSY
HERSHEY CO
+$30.0K
1,344
+1%
增持
SLYV
SPDR SERIES TRUST
+$28.5K
3,069
+0%
减持
IXN
ISHARES TR
+$28.4K
2,898
-1%
增持
USMV
ISHARES TR
+$27.9K
18,857
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$27.8K
3,064
+5%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$27.6K
7,107
-12%
减持
SPYV
SPDR SERIES TRUST
+$27.4K
13,756
-2%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$26.9K
26,668
+2%
减持
T
AT&T INC
-$25.8K
10,901
-5%
增持
IWP
ISHARES TR
+$21.7K
2,684
+3%
增持
ICOW
PACER FDS TR
+$21.6K
6,233
+3%
减持
PAUG
INNOVATOR ETFS TRUST
-$21.1K
29,776
-6%
减持
IEFA
ISHARES TR
+$20.8K
5,676
-0%
减持
IJH
ISHARES TR
+$20.7K
6,564
-0%
增持
DON
WISDOMTREE TR
+$19.8K
8,357
+0%
增持
KO
COCA COLA CO
-$18.7K
4,518
+0%
增持
IWS
ISHARES TR
+$18.3K
2,280
+0%
增持
LLY
ELI LILLY & CO
+$17.0K
4,927
+3%
减持
FNDB
SCHWAB STRATEGIC TR
+$15.4K
11,020
-2%
增持
DEO
DIAGEO PLC
-$15.1K
18,186
+5%
增持
PEP
PEPSICO INC
+$14.8K
1,741
+0%
减持
WBS
WEBSTER FINL CORP
+$14.5K
15,090
-7%
减持
HIMU
BLACKROCK ETF TRUST II
-$14.4K
10,978
-4%
增持
PG
PROCTER AND GAMBLE CO
-$14.3K
2,746
+0%
增持
FRME
FIRST MERCHANTS CORP
-$13.4K
22,680
+0%
减持
IWD
ISHARES TR
+$9.9K
1,628
-2%
减持
D
DOMINION ENERGY INC
+$6.8K
11,776
-7%
增持
NKE
NIKE INC
+$4.4K
3,176
+4%
增持
—
DIAMOND HILL INVT GROUP INC
-$3.7K
20,394
+4%
增持
SUB
ISHARES TR
+$3.6K
4,143
+0%
增持
MEAR
ISHARES U S ETF TR
+$3.5K
5,824
+1%
减持
COWZ
PACER FDS TR
-$3.5K
8,856
-5%
建仓
ARCC
ARES CAPITAL CORP
+$3.2K
14,200
增持
GOVT
ISHARES TR
+$2.3K
15,577
+0%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$2.2K
34,000
+10%
建仓
GBDC
GOLUB CAP BDC INC
+$1.7K
11,000
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$214
4,925
-0%
