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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 142 项
建仓 9
增持 69
减持 55
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$6.5M
54,070
-39%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$4.2M
210,296
+34%
增持
IEMG
ISHARES INC
+$3.9M
172,108
+49%
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
—
DIAMOND HILL INVT GROUP INC
+$2.9M
33,779
+66%
增持
MTUM
ISHARES TR
+$1.9M
25,663
+45%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.7M
67,475
-32%
增持
LLY
ELI LILLY & CO
+$1.5M
4,930
+0%
建仓
GILD
GILEAD SCIENCES INC
+$1.4M
11,746
增持
LOVE
LOVESAC COMPANY
+$1.3M
241,532
+77%
减持
JPM
JPMORGAN CHASE & CO.
-$1.2M
11,594
-26%
建仓
PFE
PFIZER INC
+$1.2M
49,218
减持
SBSW
SIBANYE STILLWATER LTD
-$927.5K
491,358
-30%
减持
TSLA
TESLA INC
-$899.6K
813
-71%
清仓
WBS
WEBSTER FINL CORP
-$896.9K
0
-100%
清仓
—
UNILEVER PLC
-$807.4K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$760.9K
0
-100%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$756.9K
10,782
-60%
增持
MBLY
MOBILEYE GLOBAL INC
-$691.5K
235,292
+6%
建仓
SYSB
ISHARES TR
+$650.9K
7,252
减持
TLH
ISHARES TR
-$617.8K
60,301
-8%
增持
HII
HUNTINGTON INGALLS INDS INC
+$611.1K
10,534
+2%
增持
—
EXXON MOBIL CORP
+$607.6K
45,793
+5%
减持
DEO
DIAGEO PLC
-$511.4K
14,189
-22%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$508.8K
62,030
+32%
减持
IAU
ISHARES GOLD TR
+$495.3K
70,338
-2%
增持
DYNF
BLACKROCK ETF TRUST
+$419.9K
232,755
+0%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$378.9K
9,715
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$372.7K
69,027
+13%
清仓
TPHD
TIMOTHY PLAN
-$346.2K
0
-100%
减持
AAPL
APPLE INC
+$320.9K
19,334
-0%
减持
IVV
ISHARES TR
+$312.9K
27,221
-1%
建仓
PBDE
PGIM ROCK ETF TR
+$300.3K
10,190
增持
GOOGL
ALPHABET INC
+$297.9K
4,259
+0%
增持
GNTX
GENTEX CORP
-$291.6K
67,332
+3%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$244.0K
696
减持
MCD
MCDONALDS CORP
-$242.7K
1,109
-42%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$230.7K
19,476
-17%
增持
TLT
ISHARES TR
+$227.9K
6,097
+80%
清仓
ICOW
PACER FDS TR
-$227.0K
0
-100%
减持
MGC
VANGUARD WORLD FD
+$225.4K
37,905
-0%
减持
CTRA
COTERRA ENERGY INC
+$225.0K
103,443
-2%
建仓
TXUE
THORNBURG ETF TR
+$208.1K
6,638
建仓
AMGN
AMGEN INC
+$204.4K
624
清仓
SLYG
SPDR SERIES TRUST
-$203.2K
0
-100%
增持
SIVR
ABRDN SILVER ETF TRUST
+$202.5K
8,561
+1%
建仓
VUG
VANGUARD INDEX FDS
+$202.3K
415
清仓
SRE
SEMPRA
-$202.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$197.1K
61,252
-11%
减持
USMV
ISHARES TR
-$195.3K
16,979
-10%
减持
HIMU
BLACKROCK ETF TRUST II
-$183.3K
7,328
-33%
增持
TXXI
BONDBLOXX ETF TRUST
+$174.2K
67,465
+5%
增持
VOO
VANGUARD INDEX FDS
+$172.9K
10,791
+0%
减持
NVDA
NVIDIA CORPORATION
-$167.5K
18,263
-5%
增持
FPI
FARMLAND PARTNERS INC
-$161.8K
254,918
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$147.1K
7,846
+59%
增持
—
CHECK POINT SOFTWARE TECH LT
-$136.8K
9,064
+3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$136.4K
73,666
-3%
增持
NOC
NORTHROP GRUMMAN CORP
-$134.5K
7,265
+3%
增持
ITA
ISHARES TR
+$132.7K
13,024
+2%
增持
SAM
BOSTON BEER INC
-$132.4K
9,605
+1%
增持
CVS
CVS HEALTH CORP
+$131.8K
28,279
+1%
减持
QQQ
INVESCO QQQ TR
+$128.2K
24,002
-1%
减持
IJH
ISHARES TR
-$124.0K
4,612
-30%
减持
VO
VANGUARD INDEX FDS
-$123.2K
13,117
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$119.4K
109,568
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$114.7K
56,746
+3%
增持
KR
KROGER CO
-$114.6K
30,229
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$112.0K
6,883
+3%
增持
TAXX
BONDBLOXX ETF TRUST
+$106.2K
101,105
+3%
减持
THRO
BLACKROCK ETF TRUST
+$100.3K
145,168
-0%
增持
ICVT
ISHARES TR
+$97.9K
6,721
+19%
减持
VIGI
VANGUARD WHITEHALL FDS
+$94.5K
86,139
-1%
减持
VLUE
ISHARES TR
-$92.3K
2,398
-29%
减持
FSLR
FIRST SOLAR INC
-$90.2K
8,170
-19%
增持
META
META PLATFORMS INC
-$80.3K
1,387
+2%
增持
NKE
NIKE INC
+$76.4K
4,676
+47%
减持
MSFT
MICROSOFT CORP
-$76.3K
1,406
-4%
减持
FMB
FIRST TR EXCH TRADED FD III
-$74.5K
121,753
-2%
增持
AMZN
AMAZON COM INC
+$74.1K
6,563
+0%
减持
—
AIR LEASE CORP
-$71.3K
7,896
-13%
增持
ICSH
ISHARES TR
+$70.3K
31,202
+5%
减持
HWM
HOWMET AEROSPACE INC
+$65.7K
8,031
-0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$62.7K
81,277
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$61.7K
2,919
-5%
增持
POCT
INNOVATOR ETFS TRUST
+$61.2K
13,587
+9%
增持
SCHV
SCHWAB STRATEGIC TR
+$60.5K
47,323
+3%
减持
ITOT
ISHARES TR
-$57.6K
112,499
-2%
增持
VTI
VANGUARD INDEX FDS
+$56.5K
2,582
+5%
减持
IJR
ISHARES TR
-$55.7K
1,925
-20%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$48.4K
68,580
+2%
减持
IWF
ISHARES TR
-$46.5K
27,473
-1%
减持
T
AT&T INC
-$45.3K
10,571
-3%
增持
DIS
DISNEY WALT CO
+$44.2K
24,855
+2%
减持
VHT
VANGUARD WORLD FD
+$35.8K
1,377
-1%
减持
SUB
ISHARES TR
-$34.2K
3,826
-8%
增持
DUK
DUKE ENERGY CORP NEW
-$33.6K
5,353
+0%
减持
COST
COSTCO WHSL CORP NEW
-$33.5K
387
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$31.9K
80,294
+0%
增持
AVGO
BROADCOM INC
+$31.7K
1,889
+0%
减持
D
DOMINION ENERGY INC
-$31.0K
11,765
-0%
减持
PG
PROCTER AND GAMBLE CO
-$29.4K
2,739
-0%
减持
DON
WISDOMTREE TR
-$23.6K
8,014
-4%
减持
SLYV
SPDR SERIES TRUST
-$22.3K
2,745
-11%
增持
PEP
PEPSICO INC
+$21.0K
1,850
+6%
增持
SPYV
SPDR SERIES TRUST
+$20.6K
13,760
+0%
减持
JNJ
JOHNSON & JOHNSON
+$20.2K
1,287
-3%
增持
OEF
ISHARES TR
+$19.2K
1,595
+1%
增持
IWY
ISHARES TR
+$18.4K
5,271
+0%
减持
MUB
ISHARES TR
+$17.0K
43,212
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$14.8K
98,621
+3%
增持
IEFA
ISHARES TR
+$14.3K
5,700
+0%
增持
SMMU
PIMCO ETF TR
+$14.2K
22,459
+2%
增持
AOA
ISHARES TR
+$13.7K
4,573
+2%
减持
IVW
ISHARES TR
-$13.2K
5,291
-4%
减持
SPSM
SPDR SERIES TRUST
-$12.9K
52,418
-2%
减持
NEE
NEXTERA ENERGY INC
+$12.8K
3,441
-1%
增持
SPYM
SPDR SERIES TRUST
+$12.3K
4,187
+1%
减持
BND
VANGUARD BD INDEX FDS
-$12.2K
15,684
-1%
增持
ISTB
ISHARES TR
+$12.2K
50,574
+1%
增持
IWD
ISHARES TR
+$11.3K
1,629
+0%
增持
PM
PHILIP MORRIS INTL INC
+$11.3K
26,257
+1%
减持
WMT
WALMART INC
+$10.2K
2,034
-3%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$10.1K
6,522
+0%
减持
COWZ
PACER FDS TR
+$10.1K
8,627
-3%
减持
CVX
CHEVRON CORP NEW
-$8.4K
2,582
-0%
增持
EFAV
ISHARES TR
+$7.3K
3,434
+1%
增持
IWM
ISHARES TR
+$6.1K
1,339
+0%
减持
KO
COCA COLA CO
-$5.6K
4,205
-7%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.0K
19,097
+0%
增持
HSY
HERSHEY CO
-$5.0K
1,353
+1%
增持
FRME
FIRST MERCHANTS CORP
-$4.8K
22,687
+0%
增持
MAXJ
ISHARES TR
+$4.7K
13,045
+1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$4.6K
10,803
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$4.0K
6,802
+4%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$2.6K
0
-100%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$2.0K
7,615
-5%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.7K
108,460
+2%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$1.7K
1,761
+0%
增持
MEAR
ISHARES U S ETF TR
+$1.7K
5,880
+1%
清仓
GBDC
GOLUB CAP BDC INC
-$1.7K
0
-100%
增持
GOVT
ISHARES TR
-$1.4K
15,582
+0%
减持
IXN
ISHARES TR
+$357
2,852
-2%
