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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 68 项
建仓 7
增持 36
减持 19
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FNDX
SCHWAB STRATEGIC TR
+$4.2M
181,711
+1358%
清仓
FTGS
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
增持
DGRW
WISDOMTREE TR
+$1.8M
172,359
+9%
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
SPMO
INVESCO EXCH TRADED FD TR II
+$1.5M
13,760
增持
NVDA
NVIDIA CORPORATION
+$1.4M
25,984
+3%
清仓
FTHI
FIRST TR EXCHANGE TRADED FD
-$1.2M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
3,608
+123%
建仓
MGV
VANGUARD WORLD FD
+$1.0M
8,496
清仓
AFSM
FIRST TR EXCHNG TRADED FD VI
-$855.9K
0
-100%
增持
LVHI
LEGG MASON ETF INVT
+$598.9K
211,111
+9%
增持
GPIX
GOLDMAN SACHS ETF TR
+$560.7K
62,901
+14%
清仓
XPND
FIRST TR EXCHNG TRADED FD VI
-$492.6K
0
-100%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$487.8K
53,813
+23%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$470.7K
41,906
-16%
减持
MOAT
VANECK ETF TRUST
-$464.9K
119,008
-10%
建仓
MSFT
MICROSOFT CORP
+$454.5K
433
增持
TSLA
TESLA INC
+$400.9K
2,245
+86%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$346.6K
16,907
-31%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$335.5K
5,122
减持
XJQCX
NUVEEN CR STRATEGIES INCOME
-$327.1K
145,963
-29%
减持
DFEV
DIMENSIONAL ETF TRUST
-$321.6K
67,175
-22%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$308.5K
117,779
-5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$297.1K
47,280
+10%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$294.8K
65,345
+17%
增持
DUHP
DIMENSIONAL ETF TRUST
+$294.0K
70,307
+6%
建仓
AVGO
BROADCOM INC
+$290.6K
1,054
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$240.4K
425,129
-3%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$225.7K
38,514
+31%
清仓
—
EXXON MOBIL CORP
-$219.5K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$213.5K
724
建仓
SPY
SPDR S&P 500 ETF TR
+$210.2K
340
清仓
BOTZ
GLOBAL X FDS
-$202.5K
0
-100%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$176.5K
20,615
+25%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$175.2K
25,553
+17%
增持
AMZN
AMAZON COM INC
+$164.8K
4,317
+5%
增持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$161.6K
4,022
+18%
减持
MUB
ISHARES TR
-$128.2K
3,381
-26%
增持
AAPL
APPLE INC
-$124.7K
9,704
+1%
增持
GOOGL
ALPHABET INC
+$122.1K
4,322
+5%
增持
FPX
FIRST TR EXCHANGE-TRADED FD
+$120.3K
3,538
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$103.7K
20,249
+4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$98.2K
34,005
-4%
增持
DFAW
DIMENSIONAL ETF TRUST
+$96.0K
6,173
+19%
增持
AVUV
AMERICAN CENTY ETF TR
+$90.2K
6,760
+12%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$80.0K
20,637
-11%
增持
FPE
FIRST TR EXCH TRADED FD III
+$70.4K
32,818
+12%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$63.3K
8,250
-15%
减持
IAU
ISHARES GOLD TR
-$59.3K
25,379
-9%
增持
FNDA
SCHWAB STRATEGIC TR
+$59.3K
13,360
+13%
增持
DFUS
DIMENSIONAL ETF TRUST
+$58.0K
8,692
+0%
增持
GTLS
CHART INDS INC
+$54.4K
2,325
+2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$50.5K
8,887
+10%
减持
DFAC
DIMENSIONAL ETF TRUST
+$50.4K
20,667
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$43.5K
18,828
-3%
增持
GLDM
WORLD GOLD TR
+$40.2K
4,623
+9%
增持
DFSU
DIMENSIONAL ETF TRUST
+$29.0K
6,784
+2%
增持
ONEO
SPDR SERIES TRUST
+$28.2K
2,268
+4%
增持
ABBV
ABBVIE INC
-$27.9K
1,264
+1%
增持
AMLP
ALPS ETF TR
-$23.6K
28,116
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$18.4K
39,029
+7%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$12.0K
2,096
-0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$11.9K
1,567
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$9.8K
6,508
-8%
增持
SHW
SHERWIN WILLIAMS CO
-$9.0K
1,771
+0%
减持
FLTR
VANECK ETF TRUST
-$6.8K
11,159
-2%
增持
NOBL
PROSHARES TR
+$1.8K
4,036
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.5K
11,147
-10%
减持
SHM
SPDR SERIES TRUST
+$1.0K
5,275
-0%
