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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 73 项
建仓 5
增持 30
减持 35
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$4.7M
9,744
-66%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$798.2K
1,588
减持
MOAT
VANECK ETF TRUST
+$447.8K
103,390
-0%
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
JPST
J P MORGAN EXCHANGE TRADED F
-$425.8K
97,161
-6%
减持
SHW
SHERWIN WILLIAMS CO
-$357.5K
794
-55%
增持
FNDX
SCHWAB STRATEGIC TR
+$328.5K
229,465
+2%
减持
TSLA
TESLA INC
-$326.0K
1,511
-33%
减持
AVGO
BROADCOM INC
-$285.1K
1,058
-46%
建仓
GS
GOLDMAN SACHS GROUP INC
+$277.3K
315
减持
LVHI
LEGG MASON ETF INVT
+$272.7K
174,343
-1%
清仓
ORCL
ORACLE CORP
-$267.7K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$267.7K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$266.4K
54,653
+9%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$259.6K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$258.6K
4,014
减持
IAU
ISHARES GOLD TR
+$212.1K
27,407
-1%
建仓
IEF
ISHARES TR
+$204.8K
2,130
建仓
—
EXXON MOBIL CORP
+$204.4K
1,699
增持
WMT
WALMART INC
+$130.1K
3,528
+38%
增持
NVDA
NVIDIA CORPORATION
+$124.3K
25,312
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$119.4K
23,044
+12%
增持
GPIX
GOLDMAN SACHS ETF TR
+$110.7K
115,905
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$110.5K
8,103
+13%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$105.7K
361,116
-1%
增持
NFLX
NETFLIX INC
-$102.3K
4,049
+907%
减持
GOOGL
ALPHABET INC
+$83.3K
4,337
-17%
减持
ADSK
AUTODESK INC
-$74.6K
1,157
-12%
减持
DFEV
DIMENSIONAL ETF TRUST
+$70.9K
44,270
-1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$65.5K
7,597
+10%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$64.7K
3,139
-10%
增持
SCHD
SCHWAB STRATEGIC TR
+$62.7K
42,574
+5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$58.3K
14,367
+5%
增持
FNDF
SCHWAB STRATEGIC TR
+$54.5K
18,483
+2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$53.9K
32,002
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$51.1K
17,076
-10%
增持
DFEM
DIMENSIONAL ETF TRUST
+$49.1K
10,636
+13%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$47.5K
7,579
-6%
增持
GLDM
WORLD GOLD TR
+$46.3K
4,931
+1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$45.1K
74,595
+1%
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
-$39.5K
12,067
-2%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$34.9K
1,658
-15%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$32.5K
8,692
+2%
减持
DGRW
WISDOMTREE TR
+$30.7K
193,030
-0%
减持
SHM
SPDR SERIES TRUST
-$28.1K
4,645
-11%
增持
DFAX
DIMENSIONAL ETF TRUST
+$27.7K
18,951
+0%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$23.6K
32,192
+4%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$21.1K
2,297
-3%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$21.1K
60,686
+1%
减持
NTR
NUTRIEN LTD
-$19.7K
3,894
-12%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$18.1K
64,311
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$16.2K
8,726
+0%
减持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$15.9K
67,139
-0%
增持
WCME
FIRST TR EXCHANGE-TRADED FD
+$15.5K
20,616
+4%
增持
MSFT
MICROSOFT CORP
-$14.5K
434
+0%
减持
NOBL
PROSHARES TR
-$13.4K
3,636
-4%
减持
ABBV
ABBVIE INC
-$13.4K
1,232
-3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$12.4K
1,586
+1%
减持
ONEO
SPDR SERIES TRUST
-$10.4K
1,658
-5%
增持
VTV
VANGUARD INDEX FDS
+$9.6K
1,424
+1%
减持
FNDA
SCHWAB STRATEGIC TR
-$8.0K
13,595
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$6.0K
342
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.9K
11,158
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$5.7K
6,372
-0%
减持
FMHI
FIRST TR EXCH TRADED FD III
+$4.2K
23,502
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$4.2K
39,631
+1%
减持
VOO
VANGUARD INDEX FDS
-$3.4K
2,465
-3%
增持
AMLP
ALPS ETF TR
+$3.3K
31,684
+0%
增持
MUB
ISHARES TR
+$3.0K
3,396
+0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.7K
18,629
+0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$2.5K
28,627
-0%
减持
GTLS
CHART INDS INC
-$1.6K
2,200
-3%
减持
FLTR
VANECK ETF TRUST
-$1.4K
11,496
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0K
698
-4%