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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 75
减持 55
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$3.6M
3,530
清仓
—
BLACKROCK INC
-$3.3M
0
-100%
增持
AAPL
APPLE INC
+$1.9M
49,889
+10%
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。
增持
HYG
ISHARES TR
+$1.9M
29,029
+455%
增持
AVGO
BROADCOM INC
+$1.3M
12,258
+36%
减持
AGG
ISHARES TR
-$1.0M
6,575
-60%
清仓
FDS
FACTSET RESH SYS INC
-$952.3K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$771.5K
195,252
+2%
增持
QQQ
INVESCO QQQ TR
+$753.8K
10,505
+11%
增持
MSFT
MICROSOFT CORP
+$698.6K
26,822
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$669.1K
16,335
+6%
清仓
SRVR
PACER FDS TR
-$646.9K
0
-100%
清仓
—
BROOKFIELD RENEWABLE CORP
-$588.5K
0
-100%
减持
IAU
ISHARES GOLD TR
-$556.1K
7,629
-59%
增持
SCHD
SCHWAB STRATEGIC TR
+$504.3K
83,736
+297%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$494.4K
17,873
减持
IVE
ISHARES TR
-$469.1K
64,306
-1%
减持
ISPY
PROSHARES TR
-$408.8K
11,353
-44%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$408.2K
0
-100%
减持
QYLD
GLOBAL X FDS
-$403.7K
52,093
-31%
减持
IVW
ISHARES TR
+$395.2K
101,621
-2%
增持
EMR
EMERSON ELEC CO
+$388.0K
12,645
+17%
减持
LOW
LOWES COS INC
-$374.4K
14,137
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$361.5K
88,386
-1%
减持
DEUS
DBX ETF TR
-$359.8K
153,681
-2%
减持
PEP
PEPSICO INC
-$337.7K
9,290
-10%
建仓
CSL
CARLISLE COS INC
+$333.8K
905
增持
DGS
WISDOMTREE TR
-$324.9K
78,837
+1%
减持
GD
GENERAL DYNAMICS CORP
-$314.4K
6,296
-4%
建仓
CINF
CINCINNATI FINL CORP
+$294.3K
2,048
减持
—
LIBERTY GLOBAL LTD
-$293.0K
28,877
-8%
建仓
V
VISA INC
+$290.1K
918
增持
AMGN
AMGEN INC
-$285.7K
7,016
+7%
清仓
SPAB
SPDR SER TR
-$263.2K
0
-100%
增持
CSCO
CISCO SYS INC
+$252.6K
28,142
+6%
清仓
PAYX
PAYCHEX INC
-$248.7K
0
-100%
增持
SMLF
ISHARES TR
+$240.0K
29,723
+12%
建仓
—
SUNRISE COMMUNICATIONS AG
+$232.6K
5,399
建仓
GEV
GE VERNOVA INC
+$225.6K
686
清仓
XLB
SELECT SECTOR SPDR TR
-$219.7K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$219.6K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$219.3K
3,708
增持
JNJ
JOHNSON & JOHNSON
-$218.9K
14,524
+1%
减持
MDLZ
MONDELEZ INTL INC
-$216.8K
11,429
-6%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$216.0K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$214.0K
4,868
减持
TGT
TARGET CORP
-$212.1K
6,912
-6%
增持
—
LINDE PLC
-$205.3K
5,012
+4%
建仓
KMPR
KEMPER CORP
+$202.0K
3,040
增持
UNH
UNITEDHEALTH GROUP INC
-$201.7K
5,927
+8%
减持
PSX
PHILLIPS 66
-$191.0K
3,473
-22%
减持
CL
COLGATE PALMOLIVE CO
-$180.7K
8,291
-8%
减持
ITW
ILLINOIS TOOL WKS INC
-$180.5K
946
-41%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$179.6K
6,683
+0%
减持
BAR
GRANITESHARES GOLD TR
-$161.3K
30,786
-17%
增持
ZTS
ZOETIS INC
-$158.3K
8,393
+7%
增持
EELV
INVESCO EXCH TRADED FD TR II
-$156.5K
58,840
+0%
减持
SNN
SMITH & NEPHEW PLC
-$156.2K
19,055
-5%
减持
MCD
MCDONALDS CORP
-$155.6K
8,584
-1%
增持
AFL
AFLAC INC
-$154.8K
23,887
+2%
减持
VO
VANGUARD INDEX FDS
-$142.4K
17,792
-3%
增持
LLY
ELI LILLY & CO
+$141.1K
480
+85%
减持
SNY
SANOFI
-$138.2K
9,545
-8%
增持
AMZN
AMAZON COM INC
+$137.7K
2,136
+20%
增持
NVDA
NVIDIA CORPORATION
+$137.7K
6,035
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$132.0K
8,132
-6%
减持
IJT
ISHARES TR
-$128.2K
23,106
-1%
增持
OMC
OMNICOM GROUP INC
-$124.2K
13,916
+9%
减持
VTV
VANGUARD INDEX FDS
-$123.5K
16,524
-1%
减持
SBUX
STARBUCKS CORP
-$110.4K
10,926
-4%
减持
NSC
NORFOLK SOUTHN CORP
-$108.7K
6,836
-1%
减持
—
UNILEVER PLC
-$108.5K
12,489
-1%
减持
—
CHUBB LIMITED
-$105.4K
6,789
-1%
增持
IWF
ISHARES TR
+$103.1K
1,513
+13%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$97.7K
4,102
-3%
增持
HON
HONEYWELL INTL INC
+$92.8K
2,099
+14%
减持
C
CITIGROUP INC
+$88.6K
12,878
-1%
减持
WMT
WALMART INC
+$85.7K
16,820
-5%
减持
IJK
ISHARES TR
-$82.2K
43,977
-1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$82.2K
7,267
+2%
增持
SONY
SONY GROUP CORP
+$82.0K
40,034
+405%
增持
—
ASTRAZENECA PLC
-$79.6K
6,574
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$75.3K
1,573
-9%
减持
SDOG
ALPS ETF TR
-$75.2K
10,350
-8%
增持
GLD
SPDR GOLD TR
+$74.1K
5,838
+6%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$72.6K
7,710
-9%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
-$70.6K
20,415
+2%
减持
ABT
ABBOTT LABS
-$68.5K
19,395
-2%
减持
COST
COSTCO WHSL CORP NEW
-$66.8K
2,193
-6%
增持
—
EATON CORP PLC
+$66.7K
943
+27%
增持
—
ACCENTURE PLC IRELAND
+$64.2K
8,056
+3%
增持
WEC
WEC ENERGY GROUP INC
+$63.9K
19,180
+6%
减持
VOE
VANGUARD INDEX FDS
-$61.3K
6,984
-2%
增持
MPC
MARATHON PETE CORP
+$61.2K
6,475
+25%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$56.9K
4,300
-6%
增持
ARCC
ARES CAPITAL CORP
+$56.3K
42,388
+2%
增持
ING
ING GROEP N.V.
-$52.1K
35,034
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$51.9K
5,146
-9%
增持
AEP
AMERICAN ELEC PWR CO INC
-$51.7K
5,247
+0%
减持
VUG
VANGUARD INDEX FDS
+$51.2K
5,448
-4%
增持
PG
PROCTER AND GAMBLE CO
-$49.5K
10,050
+0%
减持
PFE
PFIZER INC
-$49.4K
10,193
-8%
增持
SPGI
S&P GLOBAL INC
+$48.8K
3,264
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$48.6K
2,271
+7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$47.6K
11,600
+5%
减持
HSBC
HSBC HLDGS PLC
+$47.6K
13,637
-2%
增持
MMM
3M CO
+$45.6K
2,598
+23%
减持
LMT
LOCKHEED MARTIN CORP
-$43.9K
415
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$43.8K
3,164
+23%
增持
KO
COCA COLA CO
-$43.4K
6,770
+5%
增持
GWW
GRAINGER W W INC
+$42.1K
1,467
+1%
增持
QSR
RESTAURANT BRANDS INTL INC
-$39.0K
8,338
+3%
增持
—
EXXON MOBIL CORP
+$38.8K
3,459
+22%
增持
ADI
ANALOG DEVICES INC
+$38.8K
11,948
+10%
增持
COM
DIREXION SHS ETF TR
+$37.3K
10,406
+16%
增持
IWD
ISHARES TR
+$36.2K
3,301
+9%
增持
VTI
VANGUARD INDEX FDS
+$34.7K
5,202
+0%
减持
MS
MORGAN STANLEY
+$34.2K
2,038
-4%
增持
PPG
PPG INDS INC
-$33.7K
4,732
+5%
增持
IJR
ISHARES TR
+$33.4K
7,197
+6%
增持
—
ASML HOLDING N V
-$30.6K
1,110
+16%
增持
XLK
SELECT SECTOR SPDR TR
+$30.4K
1,039
+11%
减持
RTX
RTX CORPORATION
-$29.4K
4,601
-1%
减持
DGRO
ISHARES TR
-$28.8K
7,045
-4%
增持
CMCSA
COMCAST CORP NEW
-$28.3K
23,510
+8%
减持
VBR
VANGUARD INDEX FDS
-$27.4K
4,366
-2%
增持
META
META PLATFORMS INC
+$27.2K
546
+7%
增持
EFA
ISHARES TR
-$26.1K
3,572
+1%
增持
SLB
SCHLUMBERGER LTD
-$26.1K
13,705
+4%
增持
ABBV
ABBVIE INC
+$24.5K
1,815
+20%
增持
—
WNS HLDGS LTD
+$22.9K
12,687
+16%
增持
CVX
CHEVRON CORP NEW
-$21.5K
14,238
+1%
减持
IJJ
ISHARES TR
-$17.7K
41,647
-1%
减持
VV
VANGUARD INDEX FDS
-$15.8K
1,185
-7%
增持
MFDX
PIMCO EQUITY SER
-$15.1K
23,556
+8%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$14.7K
27,599
+6%
增持
EMB
ISHARES TR
-$14.3K
11,035
+4%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$13.2K
63,667
+5%
减持
APD
AIR PRODS & CHEMS INC
-$13.0K
843
-3%
增持
RODM
LATTICE STRATEGIES TR
-$13.0K
8,315
+2%
减持
IJS
ISHARES TR
-$12.9K
39,344
-1%
增持
HD
HOME DEPOT INC
-$11.3K
750
+0%
增持
MRK
MERCK & CO INC
-$9.2K
3,915
+12%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$8.9K
30,787
+3%
增持
NEE
NEXTERA ENERGY INC
-$7.4K
23,872
+17%
增持
PM
PHILIP MORRIS INTL INC
+$7.2K
2,479
+3%
增持
CALF
PACER FDS TR
-$7.1K
5,524
+3%
减持
SAP
SAP SE
+$5.7K
2,861
-6%
减持
RPM
RPM INTL INC
-$3.9K
4,826
-2%
增持
—
ISHARES U S ETF TR
+$3.8K
201,957
+4%
