小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$207.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 51
减持 39
清仓 55
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$6.3M
8,767
-64%
减持
AAPL
APPLE INC
-$2.9M
22,914
-49%
建仓
SPGI
S&P GLOBAL INC
+$1.4M
3,083
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
RTX
RTX CORP
-$1.3M
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$1.2M
0
-100%
减持
LOW
LOWES COS INC
-$1.1M
10,481
-21%
清仓
—
MEDTRONIC PLC
-$1.1M
0
-100%
增持
IVW
ISHARES TR
+$989.8K
106,301
+1%
清仓
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
-$878.5K
0
-100%
建仓
ZTS
ZOETIS INC
+$860.6K
4,964
减持
ITW
ILLINOIS TOOL WKS INC
-$831.1K
4,851
-34%
清仓
ES
EVERSOURCE ENERGY
-$798.7K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$759.6K
4,827
-37%
增持
SBUX
STARBUCKS CORP
+$693.2K
11,421
+432%
清仓
SHW
SHERWIN WILLIAMS CO
-$599.5K
0
-100%
建仓
—
WNS HLDGS LTD
+$560.4K
10,674
增持
IAU
ISHARES GOLD TR
+$549.2K
18,789
+186%
减持
PSX
PHILLIPS 66
-$539.8K
14,763
-8%
减持
PAYX
PAYCHEX INC
-$530.8K
7,637
-35%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$522.3K
7,060
-23%
减持
JPM
JPMORGAN CHASE & CO.
-$512.3K
11,985
-18%
清仓
HON
HONEYWELL INTERNATIONAL INC
-$512.1K
0
-100%
清仓
NVDA
NVIDIA CORP
-$497.9K
0
-100%
清仓
GE
GENERAL ELEC CO NEW
-$495.2K
0
-100%
减持
FDS
FACTSET RESH SYS INC
-$472.6K
2,010
-29%
清仓
AEP
AMERICAN ELECTRIC POWER INC
-$468.0K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$444.8K
2,931
-41%
减持
WEC
WEC ENERGY GROUP INC
-$415.0K
12,673
-26%
减持
QYLD
GLOBAL X FDS
-$406.9K
96,362
-18%
减持
CSCO
CISCO SYS INC
-$380.5K
25,011
-20%
减持
PEP
PEPSICO INC
-$378.0K
8,993
-15%
减持
CMCSA
COMCAST CORP NEW
-$373.7K
22,878
-22%
减持
DEUS
DBX ETF TR
-$362.2K
156,371
-1%
减持
MPC
MARATHON PETE CORP
-$355.8K
3,851
-24%
增持
QQQ
INVESCO QQQ TR
+$349.9K
9,387
+0%
清仓
ABBV
ABBVIE INC
-$319.4K
0
-100%
清仓
URI
UNITED RENTALS INC
-$314.4K
0
-100%
清仓
HD
HOME DEPOT INC
-$309.6K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$307.1K
0
-100%
增持
AMGN
AMGEN INC
+$304.2K
6,368
+7%
增持
AGG
ISHARES TR
+$299.5K
16,574
+24%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$295.8K
89,512
+3%
清仓
ROK
ROCKWELL AUTOMATION INC
-$294.8K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$288.1K
5,529
+7%
减持
ISPY
PROSHARES TR
-$284.3K
24,388
-22%
增持
COST
COSTCO WHSL CORP NEW
+$280.1K
1,987
+3%
减持
WMT
WALMART INC
-$274.7K
16,394
-29%
减持
CMS
CMS ENERGY CORP
-$274.2K
9,308
-32%
清仓
UNP
UNION PACIFIC CORP
-$272.2K
0
-100%
清仓
PM
PHILIP MORRIS INTERNATIONAL INC
-$272.2K
0
-100%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$267.1K
17,902
+36%
清仓
BMY
BRISTOL MYERS SQUIBB CO
-$267.0K
0
-100%
清仓
GOOGL
ALPHABET INC VOTING CAP STK CL A
-$255.5K
0
-100%
清仓
META
META PLATFORMS INC CLASS A
-$248.1K
0
-100%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$239.3K
64,369
+21%
清仓
LMT
LOCKHEED MARTIN CORP
-$237.9K
0
-100%
清仓
BRC
BRADY CORP CL A
-$237.1K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$235.7K
0
-100%
清仓
—
EATON CORP PLC
-$232.3K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$229.9K
191,561
+4%
清仓
MMM
3M CO
-$224.9K
0
-100%
建仓
SPAB
SPDR SER TR
+$224.2K
8,934
增持
NSC
NORFOLK SOUTHN CORP
-$222.7K
6,463
+2%
增持
INTC
INTEL CORP
-$217.3K
35,592
+19%
减持
JNJ
JOHNSON & JOHNSON
-$209.0K
14,234
-2%
清仓
MS
MORGAN STANLEY & CO
-$207.5K
0
-100%
增持
T
AT&T INC
+$204.7K
12,646
+120%
建仓
COM
DIREXION SHS ETF TR
+$201.0K
6,950
清仓
CARR
CARRIER GLOBAL CORP
-$199.6K
0
-100%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$199.2K
57,516
+16%
清仓
BMI
BADGER METER INC
-$194.2K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$192.9K
0
-100%
减持
—
LINDE PLC
-$192.1K
4,291
-4%
清仓
KR
KROGER COMPANY COMMON
-$191.6K
0
-100%
清仓
DE
DEERE & CO
-$188.9K
0
-100%
清仓
GOOG
ALPHABET INC NON VOTING CAP STK CL C
-$188.8K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$188.2K
16,096
+10%
清仓
LLY
ELI LILLY & CO
-$187.5K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$182.9K
7,103
+25%
清仓
DUK
DUKE ENERGY CORP COM NEW
-$177.1K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$174.1K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$173.3K
6,335
+8%
增持
CL
COLGATE PALMOLIVE CO
+$171.3K
9,543
+14%
减持
KO
COCA COLA CO
-$170.6K
4,176
-49%
增持
SCHD
SCHWAB STRATEGIC TR
+$170.0K
7,962
+43%
清仓
AOS
A O SMITH
-$169.1K
0
-100%
清仓
SYY
SYSCO CORPORATION
-$159.5K
0
-100%
增持
MFDX
PIMCO EQUITY SER
+$155.2K
17,032
+45%
减持
VO
VANGUARD INDEX FDS
-$154.1K
18,635
-0%
增持
—
ISHARES U S ETF TR
+$152.3K
185,779
+2%
增持
DGS
WISDOMTREE TR
+$152.1K
77,861
+3%
清仓
LNT
ALLIANT ENERGY CORP
-$151.3K
0
-100%
增持
—
BROOKFIELD RENEWABLE CORP
+$150.8K
19,064
+20%
清仓
MO
ALTRIA GROUP INC
-$147.6K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$146.4K
2,880
-22%
清仓
WFC
WELLS FARGO & CO NEW
-$146.2K
0
-100%
增持
—
CHUBB LIMITED
+$141.7K
6,478
+11%
增持
IWF
ISHARES TR
+$139.3K
998
+50%
减持
NEE
NEXTERA ENERGY INC
-$137.7K
17,384
-19%
清仓
BP
BP PLC SPONS ADR
-$137.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$136.7K
1,740
+12%
清仓
FISV
FISERV INC
-$134.1K
0
-100%
增持
SONY
SONY GROUP CORP
+$125.6K
8,700
+22%
清仓
F
FORD MOTOR COMPANY
-$125.1K
0
-100%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$122.5K
25,780
+304%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$117.8K
60,808
+10%
清仓
BA
BOEING CO
-$114.1K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE-B
-$113.1K
0
-100%
增持
AMZN
AMAZON COM INC
-$110.8K
16,008
+680%
清仓
KMB
KIMBERLY-CLARK CORP
-$109.9K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$109.7K
17,634
+2%
增持
ENB
ENBRIDGE INC
+$106.5K
20,456
+19%
增持
VNQ
VANGUARD INDEX FDS
+$103.2K
18,426
+11%
增持
—
ASTRAZENECA PLC
+$102.8K
39,935
+543%
增持
ABT
ABBOTT LABS
-$102.6K
18,648
+4%
增持
—
LIBERTY GLOBAL LTD
+$102.5K
32,433
+19%
增持
MRK
MERCK & CO INC
-$101.8K
9,400
+128%
清仓
ORCL
ORACLE CORPORATION
-$101.5K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$101.2K
0
-100%
清仓
D
DOMINION ENERGY INC
-$98.7K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$92.5K
3,940
-10%
减持
PFE
PFIZER INC
+$91.9K
5,595
-41%
增持
AFL
AFLAC INC
+$89.8K
21,588
+1%
增持
GD
GENERAL DYNAMICS CORP
+$87.2K
5,788
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$87.2K
11,604
-1%
清仓
BMO
BANK MONTREAL QUEBEC
-$87.1K
0
-100%
清仓
QCOM
QUALCOMM INC
-$86.7K
0
-100%
增持
NVS
NOVARTIS AG
+$86.5K
5,625
+6%
减持
—
ASML HOLDING N V
-$86.3K
762
-15%
减持
ADI
ANALOG DEVICES INC
+$85.7K
9,147
-10%
增持
ING
ING GROEP N.V.
-$77.8K
41,858
+33%
减持
SMLF
ISHARES TR
-$77.5K
25,847
-1%
增持
MCD
MCDONALDS CORP
-$77.1K
8,917
+7%
清仓
CAT
CATERPILLAR INC
-$77.0K
0
-100%
增持
IVE
ISHARES TR
+$76.1K
65,985
+3%
增持
ARCC
ARES CAPITAL CORP
+$74.5K
42,797
+9%
减持
BAC
BANK AMERICA CORP
+$69.8K
5,207
-1%
清仓
EXAS
EXACT SCIENCES CORP
-$69.4K
0
-100%
增持
SAP
SAP SE
+$64.9K
2,848
+9%
清仓
FIS
FIDELITY NATIONAL INFORMATION SVCS
-$64.4K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$64.1K
0
-100%
减持
—
UNILEVER PLC
+$63.7K
13,667
-0%
减持
BAR
GRANITESHARES GOLD TR
-$60.4K
75,896
-8%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$59.8K
27,083
-5%
增持
IWD
ISHARES TR
+$58.6K
2,317
+20%
增持
VOE
VANGUARD INDEX FDS
+$57.2K
6,923
+10%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$53.4K
3,567
-11%
减持
SNY
SANOFI
+$52.0K
4,314
-48%
增持
VOT
VANGUARD INDEX FDS
+$52.0K
3,427
+10%
增持
RPM
RPM INTL INC
-$51.0K
19,042
+339%