小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
$123.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 63 项
建仓 1
增持 34
减持 26
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0M
123,989
+19%
增持
DGRW
WISDOMTREE TR
+$866.5K
158,165
+9%
减持
NVDA
NVIDIA CORPORATION
-$763.0K
25,327
-3%
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。
减持
AFSM
FIRST TR EXCHNG TRADED FD VI
-$733.0K
30,626
-42%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$716.6K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$703.3K
132,196
-1%
增持
LVHI
LEGG MASON ETF INVT
+$632.1K
193,783
+5%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$494.2K
437,245
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$371.3K
66,571
+23%
增持
IAU
ISHARES GOLD TR
+$319.9K
27,849
+4%
减持
AAPL
APPLE INC
-$296.0K
9,617
-1%
增持
GPIX
GOLDMAN SACHS ETF TR
+$288.1K
55,204
+19%
清仓
AVGO
BROADCOM INC
-$242.3K
0
-100%
减持
TSLA
TESLA INC
-$240.6K
1,205
-12%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$229.9K
1,558
增持
DFEV
DIMENSIONAL ETF TRUST
+$217.1K
86,365
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$199.3K
42,821
+10%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$194.2K
55,642
+20%
增持
AMLP
ALPS ETF TR
+$194.1K
26,904
+8%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$187.6K
16,446
+33%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$176.9K
43,635
+17%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$176.6K
70,264
+15%
减持
AMZN
AMAZON COM INC
-$147.2K
4,112
-3%
增持
GOOGL
ALPHABET INC
-$139.1K
4,135
+1%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$122.0K
50,045
-5%
减持
GTLS
CHART INDS INC
-$108.6K
2,275
-1%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$103.1K
53,118
+17%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$95.5K
29,410
+17%
减持
DFAS
DIMENSIONAL ETF TRUST
-$93.1K
7,103
-11%
减持
FNDA
SCHWAB STRATEGIC TR
-$85.1K
11,811
-14%
减持
DFAC
DIMENSIONAL ETF TRUST
-$84.3K
20,925
-7%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$80.5K
24,589
+9%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$74.3K
9,691
-5%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$72.7K
21,866
+7%
减持
SCHG
SCHWAB STRATEGIC TR
-$72.6K
19,482
-3%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$66.4K
3,605
-1%
减持
VTV
VANGUARD INDEX FDS
-$64.0K
1,423
-22%
增持
FPE
FIRST TR EXCH TRADED FD III
+$62.9K
29,210
+15%
减持
ADSK
AUTODESK INC
-$57.0K
1,338
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$55.5K
35,577
-4%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$54.1K
23,083
+3%
增持
FNDX
SCHWAB STRATEGIC TR
+$48.9K
12,462
+20%
增持
GLDM
WORLD GOLD TR
+$42.4K
4,245
+0%
增持
ABBV
ABBVIE INC
+$40.1K
1,253
+0%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$38.6K
3,421
-3%
减持
—
EXXON MOBIL CORP
-$38.1K
1,845
-23%
增持
XJQCX
NUVEEN CR STRATEGIES INCOME
+$36.9K
207,027
+9%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$33.6K
3,512
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$30.4K
19,447
-10%
增持
XPND
FIRST TR EXCHNG TRADED FD VI
+$30.3K
17,447
+15%
增持
SCHD
SCHWAB STRATEGIC TR
+$28.3K
36,333
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
-$27.3K
8,672
+0%
减持
MUB
ISHARES TR
-$22.9K
4,566
-4%
减持
ONEO
SPDR SER TR
-$22.7K
2,185
-6%
增持
AVUV
AMERICAN CENTY ETF TR
+$20.6K
6,030
+15%
增持
DFAW
DIMENSIONAL ETF TRUST
+$20.0K
5,191
+9%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$18.6K
2,099
-2%
增持
SHW
SHERWIN WILLIAMS CO
+$17.7K
1,768
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$11.9K
8,060
+5%
增持
SCHB
SCHWAB STRATEGIC TR
-$11.8K
12,408
+1%
增持
FLTR
VANECK ETF TRUST
+$6.9K
11,402
+2%
减持
NOBL
PROSHARES TR
+$374
3,960
-2%
减持
SHM
SPDR SER TR
-$163
5,279
-1%
