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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 144 项
建仓 10
增持 77
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
CORO
BLACKROCK ETF TRUST
+$10.1M
313,306
减持
MGC
VANGUARD WORLD FD
-$9.2M
1,443
-96%
增持
GOVT
ISHARES TR
+$5.8M
269,727
+1631%
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
BLCR
BLACKROCK ETF TRUST
+$4.7M
115,498
建仓
IDEF
BLACKROCK ETF TRUST
+$4.2M
127,580
减持
IEMG
ISHARES INC
-$3.9M
110,347
-36%
减持
IAU
ISHARES GOLD TR
-$3.3M
27,086
-61%
增持
—
EXXON MOBIL CORP
+$2.6M
47,817
+4%
减持
ITA
ISHARES TR
-$2.6M
1,014
-92%
减持
BINC
BLACKROCK ETF TRUST II
-$2.1M
71,809
-34%
减持
SBSW
SIBANYE STILLWATER LTD
-$1.7M
428,656
-13%
建仓
SGOV
ISHARES TR
+$1.7M
16,460
减持
DYNF
BLACKROCK ETF TRUST
-$1.5M
217,879
-6%
减持
IVV
ISHARES TR
-$1.2M
26,765
-2%
增持
ITOT
ISHARES TR
+$1.2M
125,569
+12%
增持
CTRA
COTERRA ENERGY INC
+$1.1M
109,669
+6%
减持
QQQ
INVESCO QQQ TR
-$1.1M
23,646
-1%
增持
IWF
ISHARES TR
-$944.3K
28,280
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$904.4K
7,398
+2%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$879.7K
38,282
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$801.3K
0
-100%
减持
LLY
ELI LILLY & CO
-$782.8K
4,909
-0%
增持
FMB
FIRST TR EXCH TRADED FD III
+$766.2K
138,020
+13%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$703.8K
80,661
+30%
增持
VZ
VERIZON COMMUNICATIONS INC
+$664.9K
59,285
+4%
增持
HII
HUNTINGTON INGALLS INDS INC
+$644.5K
11,126
+6%
减持
JPM
JPMORGAN CHASE & CO
-$567.2K
10,772
-7%
增持
FPI
FARMLAND PARTNERS INC
+$554.9K
269,371
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$526.4K
91,489
+14%
增持
FSLR
FIRST SOLAR INC
-$460.9K
8,483
+4%
增持
GILD
GILEAD SCIENCES INC
+$460.3K
13,647
+16%
减持
QUAL
ISHARES TR
-$446.7K
53,660
-1%
增持
SAM
BOSTON BEER INC
+$416.9K
9,944
+4%
减持
AAPL
APPLE INC
-$397.9K
19,143
-1%
增持
TXXI
BONDBLOXX ETF TRUST
+$373.5K
75,493
+12%
清仓
HIMU
BLACKROCK ETF TRUST II
-$356.7K
0
-100%
增持
TAXX
BONDBLOXX ETF TRUST
+$328.4K
107,931
+7%
增持
DIS
DISNEY WALT CO
-$323.0K
25,988
+5%
增持
—
CHECK POINT SOFTWARE TECH LT
-$318.0K
9,548
+5%
增持
KR
KROGER CO
+$313.9K
30,440
+1%
增持
PFE
PFIZER INC
+$302.0K
54,398
+11%
建仓
TFI
SPDR SERIES TRUST
+$279.4K
6,163
增持
SCHP
SCHWAB STRATEGIC TR
+$274.8K
118,297
+9%
减持
NVDA
NVIDIA CORPORATION
-$273.8K
17,960
-2%
减持
TLT
ISHARES TR
-$268.4K
3,034
-50%
增持
PM
PHILIP MORRIS INTL INC
+$268.1K
27,094
+3%
增持
VOO
VANGUARD INDEX FDS
-$260.3K
10,889
+1%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$244.0K
0
-100%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$240.9K
88,165
+8%
减持
AMZN
AMAZON COM INC
-$240.1K
6,121
-7%
减持
—
AIR LEASE CORP
-$236.6K
4,167
-47%
增持
FNDB
SCHWAB STRATEGIC TR
+$228.3K
19,158
+74%
清仓
APP
APPLOVIN CORP
-$227.1K
0
-100%
建仓
SRE
SEMPRA
+$218.3K
2,247
建仓
ICOW
PACER FDS TR
+$212.7K
5,013
建仓
XLE
SELECT SECTOR SPDR TR
+$208.2K
3,399
清仓
TXUE
THORNBURG ETF TR
-$208.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$202.7K
7,549
+11%
清仓
VUG
VANGUARD INDEX FDS
-$202.3K
0
-100%
减持
MSFT
MICROSOFT CORP
-$198.6K
1,301
-7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$188.1K
103,089
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$187.6K
3,138
-14%
减持
MUB
ISHARES TR
-$177.4K
41,932
-3%
减持
VO
VANGUARD INDEX FDS
-$168.9K
12,667
-3%
减持
SCHD
SCHWAB STRATEGIC TR
+$162.4K
60,057
-2%
增持
THRO
BLACKROCK ETF TRUST
-$156.2K
150,235
+3%
减持
USMV
ISHARES TR
-$152.8K
15,592
-8%
增持
LOVE
LOVESAC COMPANY
+$151.2K
251,440
+4%
增持
IWY
ISHARES TR
-$147.4K
5,274
+0%
减持
HWM
HOWMET AEROSPACE INC
+$145.6K
7,777
-3%
减持
META
META PLATFORMS INC
-$143.2K
1,350
-3%
增持
ISTB
ISHARES TR
+$142.8K
53,825
+6%
增持
MTUM
ISHARES TR
-$132.6K
26,214
+2%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$131.4K
74,727
+9%
建仓
IBRX
IMMUNITYBIO INC
+$130.6K
17,030
减持
CVX
CHEVRON CORPORATION
+$128.6K
2,524
-2%
增持
CVS
CVS HEALTH CORP
-$122.6K
29,541
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$120.5K
17,543
-10%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$119.3K
8,318
-23%
增持
SPG
SIMON PPTY GROUP INC NEW
+$118.1K
11,354
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$115.5K
63,977
-5%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$106.7K
208,721
-1%
增持
BND
VANGUARD BD INDEX FDS
+$104.6K
17,196
+10%
增持
GOOGL
ALPHABET INC
-$102.3K
4,280
+0%
减持
VTI
VANGUARD INDEX FDS
-$91.2K
2,414
-7%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$87.7K
67,560
-2%
增持
MBLY
MOBILEYE GLOBAL INC
+$77.0K
368,763
+57%
增持
DUK
DUKE ENERGY CORP NEW
+$74.8K
5,363
+0%
增持
DEO
DIAGEO PLC
-$69.8K
15,504
+9%
增持
SYSB
ISHARES TR
+$68.4K
8,082
+11%
增持
SIVR
ABRDN SILVER ETF TRUST
+$67.9K
9,034
+6%
增持
AVGO
BROADCOM INC
-$63.6K
1,907
+1%
增持
TLH
ISHARES TR
+$62.3K
61,488
+2%
增持
TSLA
TESLA INC
-$60.4K
821
+1%
减持
IXN
ISHARES TR
-$57.7K
2,418
-15%
减持
—
DIAMOND HILL INVT GROUP INC
+$55.8K
33,593
-1%
增持
NEE
NEXTERA ENERGY INC
+$54.6K
3,563
+4%
增持
T
AT&T INC
+$54.0K
10,922
+3%
增持
VIGI
VANGUARD WHITEHALL FDS
-$53.7K
88,444
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$52.3K
388
+0%
增持
JNJ
JOHNSON & JOHNSON
+$50.9K
1,298
+1%
减持
SPSM
SPDR SERIES TRUST
+$49.0K
51,849
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$41.0K
74,412
+1%
增持
OEF
ISHARES TR
+$38.9K
1,842
+15%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$38.8K
7,076
-10%
增持
HSY
HERSHEY CO
+$36.9K
1,362
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$36.8K
7,143
+4%
增持
NKE
NIKE INC
-$35.0K
4,977
+6%
增持
FRME
FIRST MERCHANTS CORP
+$28.6K
22,693
+0%
减持
DON
WISDOMTREE TR
-$28.2K
7,335
-8%
减持
BJUL
INNOVATOR ETFS TRUST
-$28.1K
21,352
-0%
增持
KO
COCA COLA CO
+$26.7K
4,216
+0%
减持
WMT
WALMART INC
+$25.2K
2,026
-0%
增持
IJH
ISHARES TR
+$23.2K
4,850
+5%
增持
IVW
ISHARES TR
-$22.0K
5,571
+5%
增持
IJR
ISHARES TR
+$18.5K
2,010
+4%
减持
PEP
PEPSICO INC
+$18.0K
1,826
-1%
减持
D
DOMINION ENERGY INC
+$17.7K
11,437
-3%
增持
HELO
J P MORGAN EXCHANGE TRADED F
-$16.0K
6,529
+0%
减持
COWZ
PACER FDS TR
+$14.9K
8,536
-1%
增持
VLUE
ISHARES TR
+$14.5K
2,408
+0%
减持
PBDE
PGIM ROCK ETF TR
-$13.0K
9,903
-3%
减持
EFAV
ISHARES TR
+$12.3K
3,376
-2%
减持
ICSH
ISHARES TR
-$11.3K
30,954
-1%
增持
SLYV
SPDR SERIES TRUST
+$11.0K
2,757
+0%
增持
AOA
ISHARES TR
+$10.8K
4,750
+4%
增持
IWS
ISHARES TR
+$10.7K
2,281
+0%
减持
SMMU
PIMCO ETF TR
-$10.2K
22,248
-1%
增持
IWM
ISHARES TR
+$9.7K
1,368
+2%
增持
IWD
ISHARES TR
+$8.5K
1,644
+1%
增持
MCD
MCDONALDS CORP
+$7.9K
1,116
+1%
增持
SPYM
SPDR SERIES TRUST
-$7.4K
4,292
+3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$7.0K
1,238
+4%
减持
ICVT
ISHARES TR
-$5.5K
6,450
-4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
-$5.4K
19,185
+0%
增持
PG
PROCTER & GAMBLE CO
+$4.9K
2,752
+0%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$4.4K
7,329
-4%
清仓
ARCC
ARES CAPITAL CORP
-$3.6K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
+$3.3K
46,051
-3%
增持
SPYV
SPDR SERIES TRUST
-$2.9K
13,765
+0%
减持
AMGN
AMGEN INC
+$2.0K
587
-6%
增持
MEAR
ISHARES U S ETF TR
+$1.4K
5,905
+0%
增持
GNTX
GENTEX CORP
+$1.2K
71,761
+7%
增持
SUB
ISHARES TR
-$322
3,830
+0%
