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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
$123.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 74 项
建仓 9
增持 35
减持 24
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.3M
28,750
+196%
增持
GPIX
GOLDMAN SACHS ETF TR
+$2.9M
115,052
+83%
增持
DGRW
WISDOMTREE TR
+$2.8M
193,724
+12%
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。
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.4M
224,918
+24%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.4M
365,053
-14%
增持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$1.4M
12,254
+205%
清仓
MGV
VANGUARD WORLD FD
-$1.0M
0
-100%
减持
MOAT
VANECK ETF TRUST
-$902.4K
103,524
-13%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$822.1K
8,503
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$786.7K
0
-100%
建仓
FNDF
SCHWAB STRATEGIC TR
+$781.1K
18,181
减持
LVHI
LEGG MASON ETF INVT
-$725.1K
176,898
-16%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$713.1K
103,716
-12%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$651.4K
67,232
+25%
减持
DFEV
DIMENSIONAL ETF TRUST
-$591.8K
44,618
-34%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$524.0K
31,064
增持
GOOGL
ALPHABET INC
+$512.6K
5,242
+21%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$509.3K
60,004
+56%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$509.1K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$491.3K
24,635
-5%
增持
IAU
ISHARES GOLD TR
+$429.9K
27,656
+9%
减持
VOO
VANGUARD INDEX FDS
-$373.4K
2,530
-30%
增持
AVGO
BROADCOM INC
+$360.7K
1,974
+87%
建仓
WCME
FIRST TR EXCHANGE-TRADED FD
+$339.6K
19,773
清仓
JAVA
J P MORGAN EXCHANGE TRADED F
-$335.5K
0
-100%
增持
TSLA
TESLA INC
+$292.4K
2,261
+1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$291.7K
73,916
+5%
建仓
ORCL
ORACLE CORP
+$267.7K
952
建仓
AXP
AMERICAN EXPRESS CO
+$267.7K
806
建仓
WMT
WALMART INC
+$262.9K
2,551
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$259.6K
1,423
建仓
VNOM
VIPER ENERGY INC
+$243.3K
6,367
清仓
—
SITIO ROYALTIES CORP
-$241.1K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$182.0K
49,972
+6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$179.7K
28,693
+12%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$159.7K
23,624
+15%
增持
FPE
FIRST TR EXCH TRADED FD III
+$133.8K
39,359
+20%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$118.5K
2,380
-34%
增持
AMLP
ALPS ETF TR
+$112.7K
31,675
+13%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$108.3K
13,679
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$100.0K
7,192
+6%
增持
DFAW
DIMENSIONAL ETF TRUST
+$82.5K
6,910
+12%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$76.2K
32,196
-5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$76.1K
18,587
+10%
减持
GTLS
CHART INDS INC
+$72.5K
2,275
-2%
增持
GLDM
WORLD GOLD TR
+$71.8K
4,901
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$70.9K
40,482
+4%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
+$65.6K
3,480
-2%
增持
ABBV
ABBVIE INC
+$60.3K
1,274
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$56.3K
8,103
-2%
减持
ONEO
SPDR SERIES TRUST
-$55.0K
1,747
-23%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$54.7K
64,580
-1%
增持
FNDA
SCHWAB STRATEGIC TR
+$53.6K
14,003
+5%
减持
DFAC
DIMENSIONAL ETF TRUST
+$52.2K
20,558
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$48.4K
8,710
+0%
增持
DFSU
DIMENSIONAL ETF TRUST
+$40.8K
7,230
+7%
增持
DFAX
DIMENSIONAL ETF TRUST
+$39.6K
18,884
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$39.0K
9,441
+6%
减持
NTR
NUTRIEN LTD
-$25.9K
4,430
-10%
减持
DFAS
DIMENSIONAL ETF TRUST
+$23.6K
6,401
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$21.1K
11,152
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$17.1K
341
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$16.7K
19,059
-6%
减持
NOBL
PROSHARES TR
-$14.7K
3,801
-6%
减持
VTV
VANGUARD INDEX FDS
+$10.8K
1,407
-1%
增持
FLTR
VANECK ETF TRUST
+$9.7K
11,510
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.8K
729
+1%
增持
MUB
ISHARES TR
+$7.5K
3,388
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$6.4K
1,775
+0%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$3.1K
1,944
-7%
减持
ADSK
AUTODESK INC
+$2.9K
1,313
-2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.4K
1,576
+1%
减持
SHM
SPDR SERIES TRUST
-$1.2K
5,207
-1%
