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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
$207.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 1
增持 87
减持 20
清仓 42
方向
标的
Δ市值
现股数(环比)
减持
DGS
WISDOMTREE TR
-$9.2M
75,758
-99%
清仓
DLN
WISDOMTREE TR
-$4.4M
0
-100%
增持
—
ISHARES U S ETF TR
+$3.8M
182,458
+5634%
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
VOO
VANGUARD INDEX FDS
-$1.7M
0
-100%
清仓
XYLD
GLOBAL X FDS
-$1.6M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.5M
9,341
+42%
建仓
ISPY
PROSHARES TR
+$1.3M
31,441
增持
IVW
ISHARES TR
+$1.2M
104,775
+2%
增持
IVE
ISHARES TR
+$1.1M
63,882
+3%
减持
MSFT
MICROSOFT CORP
+$1.1M
24,358
-0%
减持
QYLD
GLOBAL X FDS
-$989.6K
117,788
-34%
增持
AAPL
APPLE INC
-$727.3K
45,006
+3%
清仓
VYM
VANGUARD WHITEHALL FDS
-$716.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$604.2K
2,089
+172%
增持
RTX
RTX CORP
+$582.5K
13,781
+52%
减持
DEUS
DBX ETF TR
+$565.6K
157,975
-2%
增持
PSX
PHILLIPS 66
+$560.8K
16,064
+4%
增持
CVX
CHEVRON CORPORATION
+$546.4K
13,499
+27%
增持
UNH
UNITEDHEALTH GROUP INC
+$535.3K
5,157
+35%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$532.2K
11,770
-26%
减持
IJK
ISHARES TR
+$518.0K
43,652
-0%
增持
JPM
JPMORGAN CHASE & CO
+$493.3K
14,660
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$490.1K
7,619
-56%
增持
NVS
NOVARTIS AG SPON ADR
+$455.3K
5,297
+838%
增持
PG
PROCTER & GAMBLE CO
+$437.6K
17,248
+7%
增持
AGG
ISHARES
+$437.6K
13,369
+52%
减持
LOW
LOWES COMPANIES INC
+$413.9K
13,241
-0%
减持
VEA
VANGUARD
+$401.7K
184,114
-41%
增持
—
LINDE PLC NEW
+$396.1K
4,469
+9%
增持
NEE
NEXTERA ENERGY INC
+$389.9K
21,415
+33%
清仓
XLB
SELECT SECTOR SPDR TR
-$386.5K
0
-100%
清仓
—
WNS HOLDINGS LTD ADR
-$385.4K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$382.7K
1,549
-38%
增持
VO
VANGUARD
+$371.4K
18,673
+1%
增持
GD
GENL DYNAMICS CORP
+$354.5K
5,636
+18%
增持
IJJ
ISHARES TR
+$345.6K
40,926
+4%
增持
ADP
AUTOMATIC DATA PROCESSING
+$338.7K
7,655
+13%
增持
JNJ
JOHNSON & JOHNSON
+$338.4K
14,473
+16%
增持
TGT
TARGET CORP
+$329.7K
7,178
+8%
清仓
XLV
SELECT SECTOR SPDR TR
-$318.3K
0
-100%
减持
VEU
VANGUARD
-$313.3K
5,843
-93%
增持
EMR
EMERSON ELECTRIC CO
+$306.1K
10,747
+15%
增持
GWW
GRAINGER W W INC
+$305.9K
1,200
+9%
增持
URI
UNITED RENTALS INC
+$290.9K
436
+963%
增持
AFL
AFLAC INC
+$280.2K
21,409
+13%
减持
DGRO
ISHARES TR
-$277.1K
7,308
-44%
减持
VV
VANGUARD
-$271.7K
1,286
-52%
增持
—
CHUBB LTD
+$270.7K
5,830
+6%
增持
RSG
REPUBLIC SVCS INC
+$270.0K
1,604
+613%
增持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$267.4K
9,129
+1%
清仓
XLU
SELECT SECTOR SPDR TR
-$267.0K
0
-100%
减持
MPC
MARATHON PETROLEUM CORP
+$266.9K
5,081
-0%
增持
—
ACCENTURE PLC IRELAND SHARES CLASS A
+$264.0K
5,690
+17%
增持
NSC
NORFOLK SOUTHERN CORP
+$258.4K
6,318
+10%
增持
SMFG
SUMITOMO MITSUI FINL GROUP INC SPON ADR
+$256.1K
53,010
+40%
增持
CSCO
CISCO SYSTEMS INC
+$246.5K
31,432
+20%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$244.7K
55,064
+24%
增持
VTV
VANGUARD
+$236.5K
14,697
+2%
增持
CMCSA
COMCAST CORP NEW CL A
+$235.0K
29,287
+24%
减持
WEC
WEC ENERGY GROUP INC
-$232.4K
17,162
-12%
增持
AMGN
AMGEN INC
+$224.3K
5,928
+17%
增持
—
UNILEVER PLC SPONS ADR
+$222.9K
13,705
+43%
增持
PEP
PEPSICO INCORPORATED
+$216.7K
10,635
+10%
增持
ITW
ILLINOIS TOOL WORKS INC
+$210.1K
7,381
+9%
增持
SHEL
SHELL PLC ADR SPONSORED REPSTG ORD SH
+$209.9K
8,445
+56%
增持
PAYX
PAYCHEX INC
+$207.2K
11,696
+13%
增持
CL
COLGATE-PALMOLIVE CO
+$194.6K
8,381
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD ADR
+$194.5K
4,354
+14%
增持
MRK
MERCK & CO INC NEW
+$194.2K
4,119
+29%
增持
BAR
GRANITESHARES GOLD TR
+$194.2K
82,103
+4%
清仓
KRE
SPDR SER TR
-$193.5K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$192.0K
4,891
+17%
增持
C
CITIGROUP INC NEW
+$190.6K
13,574
+5%
增持
SAP
SAP SE-SPONSORED ADR
+$188.8K
2,613
+26%
增持
KR
KROGER COMPANY COMMON
+$188.4K
3,354
+4691%
清仓
DEM
WISDOMTREE TR
-$184.9K
0
-100%
减持
VWO
VANGUARD
-$180.4K
86,695
-6%
增持
CMS
CMS ENERGY CORP
+$178.5K
13,727
+23%
增持
INTC
INTEL CORP
-$178.1K
29,876
+0%
增持
—
ASTRAZENECA PLC SPON ADR
+$177.5K
6,212
+72%
清仓
XLK
SELECT SECTOR SPDR TR
-$172.2K
0
-100%
增持
ING
ING GROEP N V SPON ADR
+$170.7K
31,515
+36%
增持
CP
CANADIAN PACIFIC KANSAS CITY LTD
+$168.3K
6,385
+28%
增持
SNY
SANOFI ADR
+$166.8K
8,314
+74%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$166.4K
4,924
+151%
清仓
VLUE
ISHARES TR
-$159.4K
0
-100%
清仓
LQD
ISHARES TR
-$159.1K
0
-100%
清仓
SPAB
SPDR SER TR
-$158.2K
0
-100%
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$153.3K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$151.2K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$151.2K
5,863
+12%
减持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$151.1K
892
-6%
清仓
KMPR
KEMPER CORP DEL
-$148.0K
0
-100%
增持
HSBC
HSBC HOLDINGS PLC-SPON ADR
+$144.5K
12,936
+44%
增持
ES
EVERSOURCE ENERGY
+$144.4K
13,363
+26%
增持
GE
GENERAL ELEC CO NEW
+$144.3K
2,821
+3%
增持
RPM
RPM INTERNATIONAL INC
+$143.7K
4,334
+30%
清仓
DVY
ISHARES TR
-$143.0K
0
-100%
清仓
IVV
ISHARES TR
-$142.4K
0
-100%
增持
SBUX
STARBUCKS CORP
+$141.3K
2,145
+276%
清仓
IEMG
ISHARES TR
-$141.3K
0
-100%
增持
AEP
AMERICAN ELECTRIC POWER INC
+$141.0K
5,435
+35%
清仓
AGQI
FIRST TR EXCHNG TRADED FD VI
-$140.9K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$138.4K
9,187
+32%
增持
—
COCA-COLA EUROPACIFIC PARTNERS PLC
+$137.8K
7,152
+32%
减持
VTI
VANGUARD INDEX FDS
-$135.2K
5,217
-17%
减持
VUG
VANGUARD
+$135.1K
5,171
-2%
增持
IJT
ISHARES TR
+$133.8K
22,858
+0%
增持
WMT
WALMART INC
+$132.6K
23,015
+190%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$131.7K
0
-100%
增持
IFF
INTL FLAVOR & FRAGRANCES
+$128.6K
4,003
+50%
清仓
CHD
CHURCH & DWIGHT INC
-$122.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$121.4K
523
+104%
增持
ENB
ENBRIDGE INC
+$121.3K
17,180
+24%
增持
IJS
ISHARES TR
+$121.3K
37,696
+4%
增持
HON
HONEYWELL INTERNATIONAL INC
+$120.6K
2,495
+34%
减持
COST
COSTCO WHSL CORP NEW COM
+$119.7K
1,923
-2%
增持
FDS
FACTSET RESEARCH SYSTEMS INC
+$119.7K
2,846
+16%
增持
VNQ
VANGUARD
+$119.5K
16,653
+11%
清仓
KBE
SPDR SER TR
-$117.6K
0
-100%
增持
SYY
SYSCO CORPORATION
+$117.5K
1,965
+242%
增持
—
MEDTRONIC PLC
+$116.7K
12,135
+6%
清仓
EWJ
ISHARES TR
-$113.8K
0
-100%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$113.4K
49,495
+7%
清仓
MTUM
ISHARES TR
-$112.8K
0
-100%
清仓
FSTA
FIDELITY COVINGTON TRUST
-$111.1K
0
-100%
增持
KO
COCA-COLA COMPANY
+$109.6K
8,206
+23%
清仓
LRGF
ISHARES TR
-$108.8K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$107.9K
0
-100%
增持
PM
PHILIP MORRIS INTERNATIONAL INC
+$107.4K
2,970
+70%
清仓
OKE
ONEOK INC NEW
-$106.7K
0
-100%
清仓
COM
DIREXION SHS ETF TR
-$105.9K
0
-100%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$102.7K
0
-100%
增持
VOE
VANGUARD
+$101.0K
6,313
+4%
清仓
NUSC
NUSHARES ETF TR
-$99.1K
0
-100%
增持
—
JOHNSON CTLS INTL PLC
+$95.8K
3,609
+49%
增持
PPG
P P G INDUSTRIES INC
+$95.4K
4,349
+22%
清仓
AIVI
WISDOMTREE TR
-$95.3K
0
-100%
清仓
EVRG
EVERGY INC
-$95.3K
0
-100%
清仓
EIX
EDISON INTL
-$94.1K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$93.9K
1,726
+6%
清仓
EEM
ISHARES TR
-$93.9K
0
-100%
增持
QSR
RESTAURANT BRANDS INTL INC
+$92.7K
5,740
+23%
清仓
VFH
VANGUARD WORLD FDS
-$92.3K
0
-100%
清仓
ASB
ASSOCIATED BANC CORP
-$91.8K
0
-100%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$90.7K
0
-100%
增持
FISV
FISERV INC
+$89.6K
839
+150%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$86.7K
0
-100%
清仓
WMB
WILLIAMS COMPANIES INC
-$86.0K
0
-100%
增持
ABBV
ABBVIE INC
+$85.7K
1,754
+16%
