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BKA Wealth Consulting, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BKA Wealth Consulting, Inc.

报告期 2026-03-31 · CIK 0001922884

持仓数

80

前50大市值合计

$123.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DGRW WISDOMTREE TR

US QTLY DIV GRT

$17.8M

203,008

14.5%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$9.9M

102,596

8.1%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$8.8M

355,244

7.1%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$6.7M

165,056

5.4%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$6.6M

236,154

5.3%

JSCP J P MORGAN EXCHANGE TRADED F

SHORT DURA CORE

$5.6M

119,361

4.6%

GPIX GOLDMAN SACHS ETF TR

S&P 500 PREMIUM

$5.4M

108,097

4.4%

NVDA NVIDIA CORPORATION

COM

$4.4M

25,515

3.6%

FTC FIRST TR EXCHANGE-TRADED ALP

COM SHS

$3.3M

21,127

2.6%

AFLG FIRST TR EXCHNG TRADED FD VI

ACTV FCTR LGCP

$3.2M

83,005

2.6%

VFLO VICTORY PORTFOLIOS II

SHARES FREE CASH

$3.2M

80,403

2.6%

IAU ISHARES GOLD TR

ISHARES NEW

$2.8M

31,925

2.3%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$2.7M

74,618

2.2%

AAPL APPLE INC

COM

$2.4M

9,629

2.0%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$2.2M

55,630

1.8%

WMT WALMART INC

COM

$1.9M

15,445

1.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.9M

3,203

1.6%

FCEF FIRST TR EXCHNG TRADED FD VI

INCOME OPPRTNTES

$1.9M

84,131

1.5%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$1.8M

72,141

1.5%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$1.6M

14,752

1.3%

AMLP ALPS ETF TR

ALERIAN MLP

$1.5M

29,301

1.3%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$1.5M

31,307

1.2%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$1.5M

30,197

1.2%

DFEV DIMENSIONAL ETF TRUST

EMERGING MKTS VA

$1.5M

42,037

1.2%

FMHI FIRST TR EXCH TRADED FD III

MUNI HI INCM ETF

$1.4M

29,877

1.2%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.3M

43,562

1.1%

MSFT MICROSOFT CORP

COM

$1.3M

3,523

1.1%

GOOGL ALPHABET INC

CAP STK CL A

$1.2M

4,165

1.0%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$1.1M

11,683

0.9%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$1.1M

27,670

0.9%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$1.0M

9,225

0.8%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$994.6K

7,191

0.8%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$980.3K

58,453

0.8%

— EXXON MOBIL CORP

COM

$979.9K

5,776

0.8%

FTSL FIRST TR EXCHANGE-TRADED FD

SENIOR LN FD

$951.7K

21,243

0.8%

AMZN AMAZON COM INC

COM

$920.5K

4,420

0.7%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$913.2K

8,267

0.7%

PYLD PIMCO ETF TR

MULTISECTOR BD

$883.0K

33,702

0.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$879.8K

13,730

0.7%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$861.1K

17,015

0.7%

FPE FIRST TR EXCH TRADED FD III

PFD SECS INC ETF

$847.8K

47,762

0.7%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$644.3K

18,968

0.5%

WCME FIRST TR EXCHANGE-TRADED FD

WCM DEVELOPING W

$643.3K

38,311

0.5%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$621.7K

8,768

0.5%

TSLA TESLA INC

COM

$587.7K

1,581

0.5%

DFAW DIMENSIONAL ETF TRUST

WORLD EQUITY ETF

$561.9K

7,616

0.5%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$521.2K

8,507

0.4%

LNT ALLIANT ENERGY CORP

COM

$517.1K

7,206

0.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$498.1K

17,098

0.4%

FPX FIRST TR EXCHANGE-TRADED FD

US EQTY OPPT ETF

$490.0K

3,086

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

DGRW14.5%MOAT8.1%UCON7.1%LVHI5.4%FNDX5.3%JSCP4.6%