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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 75 项
建仓 8
增持 41
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$5.6M
119,361
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.0M
17,015
-82%
建仓
VFLO
VICTORY PORTFOLIOS II
+$3.2M
80,403
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
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
11,683
-63%
增持
WMT
WALMART INC
+$1.5M
15,445
+338%
增持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$1.3M
21,127
+75%
增持
MSFT
MICROSOFT CORP
+$1.1M
3,523
+712%
建仓
PYLD
PIMCO ETF TR
+$883.0K
33,702
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$879.8K
13,730
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$798.2K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$786.1K
102,596
-1%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$779.6K
14,752
+70%
增持
—
EXXON MOBIL CORP
+$775.5K
5,776
+240%
减持
GPIX
GOLDMAN SACHS ETF TR
-$710.7K
108,097
-7%
增持
FNDF
SCHWAB STRATEGIC TR
+$696.2K
31,307
+69%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$680.0K
9,225
-36%
增持
IAU
ISHARES GOLD TR
+$589.9K
31,925
+16%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$576.7K
83,005
+24%
增持
DGRW
WISDOMTREE TR
+$567.9K
203,008
+5%
建仓
XLE
SELECT SECTOR SPDR TR
+$521.2K
8,507
建仓
LNT
ALLIANT ENERGY CORP
+$517.1K
7,206
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$499.4K
84,131
+39%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$432.7K
58,453
+82%
增持
VOO
VANGUARD INDEX FDS
+$368.2K
3,203
+30%
增持
FNDX
SCHWAB STRATEGIC TR
+$333.1K
236,154
+3%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$293.8K
29,877
+27%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$290.0K
355,244
-2%
增持
WCME
FIRST TR EXCHANGE-TRADED FD
+$288.3K
38,311
+86%
清仓
GS
GOLDMAN SACHS GROUP INC
-$277.3K
0
-100%
减持
LVHI
LEGG MASON ETF INVT
+$272.0K
165,056
-5%
增持
NVDA
NVIDIA CORPORATION
-$270.9K
25,515
+1%
建仓
PM
PHILIP MORRIS INTL INC
+$255.1K
1,543
建仓
CSCO
CISCO SYS INC
+$208.7K
2,690
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$206.7K
0
-100%
减持
AAPL
APPLE INC
-$205.4K
9,629
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$168.7K
43,562
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$162.9K
27,670
+20%
减持
GOOGL
ALPHABET INC
-$159.8K
4,165
-4%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$155.7K
72,141
+12%
增持
FPE
FIRST TR EXCH TRADED FD III
+$125.7K
47,762
+21%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$97.0K
21,243
+14%
增持
DUHP
DIMENSIONAL ETF TRUST
-$93.9K
74,618
+0%
增持
TSLA
TESLA INC
-$91.8K
1,581
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$86.9K
8,267
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$84.5K
55,630
+2%
减持
ADSK
AUTODESK INC
-$79.6K
1,098
-5%
增持
AMZN
AMAZON COM INC
-$76.0K
4,420
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$74.4K
7,191
-5%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$63.9K
30,197
+5%
增持
SCHG
SCHWAB STRATEGIC TR
-$59.0K
17,098
+0%
减持
AMLP
ALPS ETF TR
+$52.6K
29,301
-8%
减持
NTR
NUTRIEN LTD
+$46.0K
3,794
-3%
减持
AVGO
BROADCOM INC
-$43.0K
1,044
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$39.4K
11,325
+6%
减持
SCHB
SCHWAB STRATEGIC TR
-$37.2K
10,179
-9%
增持
FLTR
VANECK ETF TRUST
+$27.7K
12,583
+9%
增持
DFUS
DIMENSIONAL ETF TRUST
-$25.5K
8,768
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$24.1K
18,968
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$23.9K
1,696
+7%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$23.5K
3,086
-2%
增持
ABBV
ABBVIE INC
+$19.6K
1,385
+12%
减持
FNDA
SCHWAB STRATEGIC TR
-$14.8K
12,754
-6%
减持
DFEV
DIMENSIONAL ETF TRUST
+$10.4K
42,037
-5%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$10.2K
343
+0%
增持
ONEO
SPDR SERIES TRUST
+$6.9K
1,664
+0%
减持
NFLX
NETFLIX INC.
+$6.9K
4,020
-1%
减持
NOBL
PROSHARES TR
-$6.3K
3,510
-3%
减持
VTV
VANGUARD INDEX FDS
+$4.6K
1,409
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$3.1K
6,285
-1%
增持
MUB
ISHARES TR
-$2.8K
3,401
+0%
增持
SHW
SHERWIN WILLIAMS CO
-$2.1K
796
+0%
增持
IEF
ISHARES TR
-$1.2K
2,133
+0%
增持
SHM
SPDR SERIES TRUST
+$801
4,678
+1%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$763
1,623
-2%
增持
DFAW
DIMENSIONAL ETF TRUST
-$70
7,616
+0%