小隐寺数据中心API 小隐寺主站

BKM Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BKM Wealth Management, LLC

报告期 2026-03-31 · CIK 0002007263

持仓数

148

前50大市值合计

$207.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVE ISHARES TR

S&P 500 VAL ETF

$13.8M

65,220

6.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$13.0M

203,463

6.3%

AAPL APPLE INC

COM

$11.8M

46,324

5.7%

IVW ISHARES TR

S&P 500 GRWT ETF

$10.5M

93,092

5.1%

DEUS DBX ETF TR

XTRACKERS RUSSEL

$10.4M

172,819

5.0%

MSFT MICROSOFT CORP

COM

$9.0M

24,350

4.4%

AVGO BROADCOM INC

COM

$6.2M

20,062

3.0%

JPM JPMORGAN CHASE & CO

COM

$5.7M

19,455

2.8%

GOOGL ALPHABET INC

CAP STK CL C

$5.7M

19,813

2.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$5.6M

19,371

2.7%

IJJ ISHARES TR

S&P MC 400VL ETF

$5.5M

41,745

2.7%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$4.8M

88,311

2.3%

DGS WISDOMTREE TR

EMG MKTS SMCAP

$4.8M

79,171

2.3%

SDCI USCF ETF TR

SUMMERHAVEN K1

$4.7M

173,197

2.3%

IJS ISHARES TR

SP SMCP600VL ETF

$4.7M

39,523

2.3%

IJK ISHARES TR

S&P MC 400GR ETF

$4.3M

43,084

2.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$4.3M

21,894

2.1%

ADI ANALOG DEVICES INC

COM

$4.2M

13,140

2.0%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$3.8M

16,024

1.8%

BLK BLACKROCK INC

COM

$3.7M

3,886

1.8%

IJT ISHARES TR

S&P SML 600 GWT

$3.4M

23,244

1.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.2M

7,406

1.6%

JNJ JOHNSON & JOHNSON

COM

$3.2M

12,970

1.5%

EELV INVESCO EXCH TRADED FD TR II

S&P EMRNG MKTS

$3.1M

108,814

1.5%

LHX L3HARRIS TECHNOLOGIES INC

COM

$3.0M

8,628

1.4%

— LINDE PLC

SHS

$2.9M

5,771

1.4%

GE GE AEROSPACE

COM NEW

$2.8M

9,968

1.4%

GLD SPDR GOLD TR

GOLD SHS

$2.8M

6,412

1.3%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$2.7M

87,667

1.3%

WEC WEC ENERGY GROUP INC

COM

$2.6M

22,211

1.2%

CVX CHEVRON CORPORATION

COM

$2.5M

11,864

1.2%

ABT ABBOTT LABORATORIES

COM

$2.4M

23,295

1.2%

LOW LOWES COS INC

COM

$2.4M

10,095

1.2%

HYG ISHARES TR

IBOXX HI YD ETF

$2.2M

28,267

1.1%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$2.2M

11,659

1.1%

AMGN AMGEN INC

COM

$2.2M

6,342

1.1%

GD GENERAL DYNAMICS CORP

COM

$2.2M

6,423

1.1%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$2.1M

23,613

1.0%

WMT WALMART INC

COM

$2.1M

16,728

1.0%

IBM INTERNATIONAL BUSINESS MACHS

COM

$2.0M

8,364

1.0%

CSCO CISCO SYS INC

COM

$2.0M

26,046

1.0%

DBC INVESCO DB COMMDY INDX TRCK

UNIT

$2.0M

69,715

1.0%

META META PLATFORMS INC

CL A

$2.0M

3,496

1.0%

JPEM J P MORGAN EXCHANGE TRADED F

DIV RTN EM EQT

$2.0M

31,826

1.0%

COST COSTCO WHOLESALE CORPORATION

COM

$1.9M

1,905

0.9%

EMR EMERSON ELEC CO

COM

$1.9M

14,367

0.9%

NEE NEXTERA ENERGY INC

COM

$1.8M

19,915

0.9%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$1.8M

9,627

0.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$1.7M

30,563

0.8%

QYLD GLOBAL X FDS

NASDAQ 100 COVER

$1.7M

99,990

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

IVE6.6%VEA6.3%AAPL5.7%IVW5.1%DEUS5.0%MSFT4.4%