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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 29
增持 67
减持 46
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$6.7M
24,650
+181%
增持
AAPL
APPLE INC
+$5.8M
45,416
+98%
增持
LOW
LOWES COS INC
+$1.6M
14,264
+36%
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。
建仓
AVGO
BROADCOM INC
+$1.6M
8,994
减持
PSX
PHILLIPS 66
-$1.5M
4,463
-70%
建仓
OMC
OMNICOM GROUP INC
+$1.3M
12,782
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
10,014
-43%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
21,097
+165%
清仓
INTC
INTEL CORP
-$1.1M
0
-100%
清仓
NKE
NIKE INC
-$1.0M
0
-100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$980.8K
2,131
清仓
SMFG
SUMITOMO MITSUI FINL GROUP I
-$863.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$822.5K
15,397
+28%
减持
BAR
GRANITESHARES GOLD TR
-$784.2K
36,903
-51%
增持
WEC
WEC ENERGY GROUP INC
+$745.5K
18,089
+43%
减持
IVE
ISHARES TR
+$734.0K
64,634
-2%
增持
DEUS
DBX ETF TR
+$732.0K
157,231
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$729.1K
1,604
-67%
清仓
ENB
ENBRIDGE INC
-$728.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$698.5K
8,683
+23%
增持
AFL
AFLAC INC
+$697.6K
23,485
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$673.5K
5,473
+10%
建仓
NVDA
NVIDIA CORPORATION
+$672.8K
5,540
增持
ZTS
ZOETIS INC
+$665.2K
7,809
+57%
减持
PAYX
PAYCHEX INC
-$656.8K
1,853
-76%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$641.5K
191,412
-0%
建仓
SHW
SHERWIN WILLIAMS CO
+$618.7K
1,621
增持
—
ACCENTURE PLC IRELAND
+$614.7K
7,836
+10%
清仓
NVS
NOVARTIS AG
-$598.8K
0
-100%
建仓
RTX
RTX CORPORATION
+$561.8K
4,637
建仓
SLB
SCHLUMBERGER LTD
+$551.5K
13,147
建仓
AEP
AMERICAN ELEC PWR CO INC
+$535.7K
5,221
建仓
GE
GE AEROSPACE
+$518.4K
2,749
减持
—
BLACKROCK INC
+$503.2K
3,524
-2%
减持
APD
AIR PRODS & CHEMS INC
-$498.8K
865
-70%
增持
NEE
NEXTERA ENERGY INC
+$487.8K
20,333
+17%
增持
—
LINDE PLC
+$420.8K
4,831
+13%
增持
ADI
ANALOG DEVICES INC
+$411.8K
10,860
+19%
减持
IJS
ISHARES TR
+$411.0K
39,811
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$406.1K
5,631
+17%
增持
COST
COSTCO WHSL CORP NEW
+$387.3K
2,342
+18%
建仓
HON
HONEYWELL INTL INC
+$381.4K
1,845
减持
MCD
MCDONALDS CORP
+$371.7K
8,683
-3%
减持
IJJ
ISHARES TR
+$360.5K
42,241
-1%
减持
QYLD
GLOBAL X FDS
-$349.8K
74,994
-22%
增持
VTV
VANGUARD INDEX FDS
+$339.2K
16,733
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$337.0K
88,904
-1%
减持
VO
VANGUARD INDEX FDS
+$330.3K
18,352
-2%
增持
—
CHUBB LIMITED
+$328.8K
6,870
+6%
增持
NSC
NORFOLK SOUTHN CORP
+$325.6K
6,894
+7%
增持
ABT
ABBOTT LABS
+$324.6K
19,843
+6%
增持
WMT
WALMART INC
+$324.0K
17,759
+8%
建仓
BRC
BRADY CORP
+$306.5K
4,000
清仓
T
AT&T INC
-$305.9K
0
-100%
建仓
HD
HOME DEPOT INC
+$303.1K
748
建仓
ABBV
ABBVIE INC
+$298.0K
1,509
建仓
DUK
DUKE ENERGY CORP NEW
+$297.1K
2,577
增持
GD
GENERAL DYNAMICS CORP
+$294.0K
6,530
+13%
建仓
META
META PLATFORMS INC
+$292.5K
511
建仓
PM
PHILIP MORRIS INTL INC
+$291.1K
2,398
建仓
MMM
3M CO
+$289.8K
2,120
建仓
—
JOHNSON CTLS INTL PLC
+$280.1K
3,609
建仓
CARR
CARRIER GLOBAL CORPORATION
+$276.3K
3,433
清仓
BAC
BANK AMERICA CORP
-$268.6K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$267.9K
998
增持
MDLZ
MONDELEZ INTL INC
+$267.2K
12,209
+26%
增持
PEP
PEPSICO INC
+$267.1K
10,293
+14%
建仓
BMI
BADGER METER INC
+$262.1K
1,200
增持
GWW
GRAINGER W W INC
+$251.0K
1,448
+4%
建仓
—
EATON CORP PLC
+$246.3K
743
建仓
LMT
LOCKHEED MARTIN CORP
+$245.5K
420
建仓
UNP
UNION PAC CORP
+$244.5K
992
减持
VNQ
VANGUARD INDEX FDS
+$244.1K
18,348
-0%
增持
JNJ
JOHNSON & JOHNSON
+$239.0K
14,312
+1%
减持
IJT
ISHARES TR
+$236.9K
23,343
-1%
清仓
V
VISA INC
-$234.1K
0
-100%
建仓
LLY
ELI LILLY & CO
+$229.5K
259
增持
CSCO
CISCO SYS INC
+$225.1K
26,557
+6%
建仓
MS
MORGAN STANLEY
+$222.0K
2,130
建仓
XLB
SELECT SECTOR SPDR TR
+$219.7K
2,280
减持
SBUX
STARBUCKS CORP
+$218.2K
11,359
-1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$216.0K
4,621
建仓
XLK
SELECT SECTOR SPDR TR
+$211.3K
935
减持
SPGI
S&P GLOBAL INC
+$201.7K
3,052
-1%
增持
MFDX
PIMCO EQUITY SER
+$195.4K
21,868
+28%
增持
SMLF
ISHARES TR
+$184.2K
26,621
+3%
增持
DGS
WISDOMTREE TR
+$176.5K
77,870
+0%
增持
MPC
MARATHON PETE CORP
+$174.0K
5,169
+34%
增持
IWD
ISHARES TR
+$170.7K
3,029
+31%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$167.6K
7,109
-72%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$162.2K
6,663
+5%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$161.6K
19,950
+11%
减持
ING
ING GROEP N.V.
+$159.2K
33,097
-21%
减持
—
COCA-COLA EUROPACIFIC PARTNE
+$155.8K
8,442
-29%
增持
SNN
SMITH & NEPHEW PLC
+$152.7K
20,057
+183%
减持
ISPY
PROSHARES TR
-$149.7K
20,340
-17%
增持
VOE
VANGUARD INDEX FDS
+$149.6K
7,104
+3%
增持
SNY
SANOFI
+$142.5K
10,386
+141%
增持
IWF
ISHARES TR
+$140.7K
1,344
+35%
增持
VBR
VANGUARD INDEX FDS
+$137.5K
4,446
+7%
增持
KO
COCA COLA CO
+$133.4K
6,469
+55%
减持
RPM
RPM INTL INC
+$133.2K
4,940
-74%
增持
FDS
FACTSET RESH SYS INC
+$131.7K
2,071
+3%
减持
IJK
ISHARES TR
+$128.5K
44,392
-1%
增持
AMGN
AMGEN INC
+$124.7K
6,562
+3%
增持
SAP
SAP SE
+$124.3K
3,050
+7%
增持
QQQ
INVESCO QQQ TR
+$119.3K
9,459
+1%
增持
VUG
VANGUARD INDEX FDS
+$116.9K
5,690
+3%
增持
HSBC
HSBC HLDGS PLC
+$113.0K
13,873
+107%
增持
CMS
CMS ENERGY CORP
+$111.4K
9,423
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$107.5K
4,562
+16%
减持
GLD
SPDR GOLD TR
+$106.4K
5,511
-4%
增持
VBK
VANGUARD INDEX FDS
+$102.8K
2,853
+8%
减持
EELV
INVESCO EXCH TRADED FD TR II
+$100.7K
58,794
-3%
减持
—
LIBERTY GLOBAL LTD
+$96.2K
31,335
-3%
增持
VOT
VANGUARD INDEX FDS
+$96.0K
3,625
+6%
减持
TGT
TARGET CORP
-$85.7K
7,356
-12%
减持
IVW
ISHARES TR
+$85.3K
103,628
-3%
增持
QSR
RESTAURANT BRANDS INTL INC
+$84.4K
8,077
+16%
增持
VZ
VERIZON COMMUNICATIONS INC
-$82.7K
4,889
+70%
减持
VTI
VANGUARD INDEX FDS
+$80.4K
5,201
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$78.8K
11,080
-5%
增持
IJR
ISHARES TR
+$74.8K
6,805
+1%
减持
AMZN
AMAZON COM INC
+$71.4K
1,776
-89%
增持
EMB
ISHARES TR
+$69.5K
10,653
+2%
减持
SRVR
PACER FDS TR
+$69.5K
20,128
-5%
减持
—
UNILEVER PLC
+$65.1K
12,571
-8%
减持
SDOG
ALPS ETF TR
+$59.2K
11,193
-2%
减持
AGG
ISHARES TR
+$58.9K
16,468
-1%
增持
COM
DIREXION SHS ETF TR
+$56.4K
8,956
+29%
减持
C
CITIGROUP INC
-$56.1K
13,065
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$50.3K
1,738
-0%
减持
—
BROOKFIELD RENEWABLE CORP
+$47.5K
18,020
-5%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$46.9K
4,236
+19%
减持
MRK
MERCK & CO INC
-$42.9K
3,511
-63%
减持
PEY
INVESCO EXCHANGE TRADED FD T
+$40.2K
26,087
-4%
增持
SPAB
SPDR SER TR
+$39.0K
10,069
+13%
增持
DGRO
ISHARES TR
+$37.7K
7,353
+0%
增持
PFE
PFIZER INC
-$34.0K
11,050
+97%
减持
COWZ
PACER FDS TR
+$31.3K
9,603
-0%
减持
EMR
EMERSON ELEC CO
-$29.0K
10,781
-2%
减持
SONY
SONY GROUP CORP
+$26.1K
7,923
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$25.3K
8,044
+6%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$25.1K
1,956
+4%
增持
HYG
ISHARES TR
+$24.2K
5,232
+2%
增持
—
ASML HOLDING N V
+$20.6K
960
+26%
减持
ARCC
ARES CAPITAL CORP
-$20.3K
41,621
-3%
增持
SHEL
SHELL PLC
+$20.2K
9,421
+13%
增持
—
WNS HLDGS LTD
+$17.9K
10,972
+3%
增持
CALF
PACER FDS TR
+$17.7K
5,378
+1%
