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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 80
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
NSC
NORFOLK SOUTHN CORP
-$1.3M
1,243
-82%
增持
MSFT
MICROSOFT CORP
-$1.2M
26,885
+0%
减持
IVW
ISHARES TR
-$1.2M
98,359
-3%
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
AAPL
APPLE INC
-$1.1M
51,199
+3%
清仓
SBUX
STARBUCKS CORP
-$997.0K
0
-100%
清仓
TGT
TARGET CORP
-$934.4K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$678.0K
4,430
-25%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$677.4K
197,017
+1%
减持
QQQ
INVESCO QQQ TR
-$663.0K
10,039
-4%
增持
ABT
ABBOTT LABS
+$558.3K
20,747
+7%
清仓
ING
ING GROEP N.V.
-$549.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$478.2K
15,186
+7%
减持
IJS
ISHARES TR
-$471.2K
39,002
-1%
增持
COST
COSTCO WHSL CORP NEW
+$454.4K
2,605
+19%
增持
GLD
SPDR GOLD TR
+$419.9K
6,363
+9%
增持
JNJ
JOHNSON & JOHNSON
+$412.5K
15,153
+4%
增持
AFL
AFLAC INC
+$409.2K
25,902
+8%
增持
AMGN
AMGEN INC
+$394.3K
7,135
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$378.6K
95,359
+14%
增持
—
CHUBB LIMITED
+$377.0K
7,460
+10%
增持
SHW
SHERWIN WILLIAMS CO
+$364.2K
2,621
+62%
减持
IJK
ISHARES TR
-$357.6K
43,723
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$327.0K
17,296
+6%
减持
IJT
ISHARES TR
-$293.4K
22,768
-1%
增持
—
LINDE PLC
+$290.4K
5,130
+2%
增持
SPGI
S&P GLOBAL INC
+$288.9K
3,768
+15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$276.7K
5,836
+13%
清仓
EFA
ISHARES TR
-$270.1K
0
-100%
增持
—
WNS HLDGS LTD
+$265.4K
14,094
+11%
减持
IJJ
ISHARES TR
-$262.7K
41,273
-1%
增持
MCD
MCDONALDS CORP
+$260.2K
8,799
+3%
清仓
BMI
BADGER METER INC
-$254.5K
0
-100%
增持
PEP
PEPSICO INC
+$253.5K
11,112
+20%
减持
WEC
WEC ENERGY GROUP INC
+$253.3K
18,875
-2%
清仓
APD
AIR PRODS & CHEMS INC
-$244.5K
0
-100%
减持
SMLF
ISHARES TR
-$242.8K
28,371
-5%
增持
GD
GENERAL DYNAMICS CORP
+$242.0K
6,974
+11%
清仓
—
SUNRISE COMMUNICATIONS AG
-$232.6K
0
-100%
建仓
GOOGL
ALPHABET INC
+$222.7K
1,440
减持
VO
VANGUARD INDEX FDS
-$219.3K
17,323
-3%
建仓
DE
DEERE & CO
+$211.7K
451
建仓
MO
ALTRIA GROUP INC
+$204.7K
3,410
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$203.9K
8,009
-2%
增持
MDLZ
MONDELEZ INTL INC
+$202.5K
13,046
+14%
清仓
LMT
LOCKHEED MARTIN CORP
-$201.7K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$201.2K
10,191
+23%
建仓
XLB
SELECT SECTOR SPDR TR
+$196.0K
2,280
减持
NVDA
NVIDIA CORPORATION
-$194.3K
5,685
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$192.3K
3,957
-8%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$191.6K
4,224
建仓
XLV
SELECT SECTOR SPDR TR
+$189.7K
1,299
增持
—
LIBERTY GLOBAL LTD
+$188.1K
48,358
+67%
增持
WMT
WALMART INC
+$181.0K
19,372
+15%
增持
—
ISHARES U S ETF TR
+$176.3K
206,433
+2%
增持
OMC
OMNICOM GROUP INC
+$169.0K
16,480
+18%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$159.8K
89,536
+1%
增持
SNN
SMITH & NEPHEW PLC
+$155.5K
21,991
+15%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$153.9K
63,063
+7%
减持
ADI
ANALOG DEVICES INC
-$151.1K
11,838
-1%
增持
VTV
VANGUARD INDEX FDS
+$147.9K
17,051
+3%
增持
MFDX
PIMCO EQUITY SER
+$144.1K
26,275
+12%
增持
VUG
VANGUARD INDEX FDS
-$140.1K
5,652
+4%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$139.8K
7,382
+10%
增持
SLB
SCHLUMBERGER LTD
+$133.9K
15,773
+15%
增持
CMS
CMS ENERGY CORP
+$133.7K
10,617
+7%
增持
SHEL
SHELL PLC
+$133.3K
10,336
+4%
减持
QYLD
GLOBAL X FDS
-$127.6K
49,401
-5%
减持
AMZN
AMAZON COM INC
-$119.3K
1,836
-14%
减持
IVE
ISHARES TR
-$117.8K
63,789
-1%
减持
PSX
PHILLIPS 66
-$117.6K
2,252
-35%
增持
—
ASTRAZENECA PLC
+$114.4K
7,417
+13%
增持
SNY
SANOFI
+$114.1K
10,358
+9%
减持
AGG
ISHARES TR
-$112.9K
5,299
-19%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$111.9K
65,470
+3%
增持
CSCO
CISCO SYS INC
+$109.9K
28,778
+2%
增持
VOE
VANGUARD INDEX FDS
+$107.7K
7,709
+10%
增持
GE
GE AEROSPACE
+$106.1K
2,821
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$105.5K
2,131
-6%
增持
—
ACCENTURE PLC IRELAND
-$102.7K
8,753
+9%
增持
BLK
BLACKROCK INC
-$98.6K
3,719
+5%
减持
IJR
ISHARES TR
-$98.4K
6,989
-3%
减持
PM
PHILIP MORRIS INTL INC
+$92.6K
2,463
-1%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$89.6K
7,834
+2%
减持
AEP
AMERICAN ELEC PWR CO INC
+$88.6K
5,240
-0%
减持
HON
HONEYWELL INTL INC
-$87.5K
1,826
-13%
增持
MPC
MARATHON PETE CORP
+$83.8K
6,775
+5%
增持
QSR
RESTAURANT BRANDS INTL INC
+$82.4K
9,392
+13%
减持
SONY
SONY GROUP CORP
+$82.3K
36,604
-9%
减持
VTI
VANGUARD INDEX FDS
-$81.4K
5,189
-0%
减持
BAR
GRANITESHARES GOLD TR
-$81.0K
23,217
-25%
减持
IWF
ISHARES TR
-$80.4K
1,460
-4%
增持
LOW
LOWES COS INC
+$79.9K
15,302
+8%
增持
RTX
RTX CORPORATION
+$79.8K
4,622
+0%
增持
VNQ
VANGUARD INDEX FDS
+$76.3K
18,895
+3%
增持
—
UNILEVER PLC
+$76.2K
13,171
+5%
减持
ESGU
ISHARES TR
-$76.0K
1,900
-20%
减持
SPY
SPDR S&P 500 ETF TR
-$75.6K
1,513
-4%
增持
KO
COCA COLA CO
+$74.8K
6,929
+2%
增持
ZTS
ZOETIS INC
+$73.4K
8,751
+4%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$72.3K
21,462
+5%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$63.1K
19,966
+12%
减持
NEE
NEXTERA ENERGY INC
-$61.2K
23,278
-2%
减持
IJH
ISHARES TR
-$60.0K
11,747
-2%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$52.2K
5,141
+25%
增持
MMM
3M CO
+$50.3K
2,626
+1%
增持
IWD
ISHARES TR
+$48.8K
3,507
+6%
增持
DGRO
ISHARES TR
+$47.6K
7,766
+10%
减持
V
VISA INC
-$45.9K
697
-24%
增持
EMR
EMERSON ELEC CO
-$45.5K
13,878
+10%
增持
AVGO
BROADCOM INC
-$45.5K
16,702
+36%
减持
DUK
DUKE ENERGY CORP NEW
+$44.9K
3,163
-0%
增持
GWW
GRAINGER W W INC
-$44.8K
1,520
+4%
减持
ITW
ILLINOIS TOOL WKS INC
-$42.9K
794
-16%
增持
ISPY
PROSHARES TR
+$41.7K
12,937
+14%
减持
MRK
MERCK & CO INC
-$40.1K
3,892
-1%
增持
EMB
ISHARES TR
+$39.8K
11,285
+2%
减持
PG
PROCTER AND GAMBLE CO
-$39.6K
9,654
-4%
减持
CALF
PACER FDS TR
-$36.9K
5,498
-0%
增持
PPG
PPG INDS INC
-$35.2K
4,847
+2%
减持
COWZ
PACER FDS TR
-$32.7K
9,307
-3%
增持
VOT
VANGUARD INDEX FDS
+$32.1K
3,753
+7%
增持
VBR
VANGUARD INDEX FDS
+$31.5K
4,814
+10%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$30.3K
1,806
-8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$30.2K
11,908
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$28.4K
31,495
+2%
增持
LNT
ALLIANT ENERGY CORP
+$27.7K
3,838
+4%
减持
SAP
SAP SE
-$27.1K
2,523
-12%
减持
CMCSA
COMCAST CORP NEW
-$26.7K
23,187
-1%
增持
—
ASML HOLDING N V
+$26.5K
1,201
+8%
减持
LLY
ELI LILLY & CO
-$23.7K
420
-13%
增持
ROK
ROCKWELL AUTOMATION INC
-$22.2K
1,018
+2%
增持
DGS
WISDOMTREE TR
+$20.4K
80,256
+2%
减持
ABBV
ABBVIE INC
-$18.9K
1,449
-20%
减持
MS
MORGAN STANLEY
-$18.6K
2,037
-0%
增持
COM
DIREXION SHS ETF TR
+$17.0K
10,622
+2%
减持
HYG
ISHARES TR
-$16.9K
28,727
-1%
减持
HSBC
HSBC HLDGS PLC
+$15.9K
12,022
-12%
增持
HD
HOME DEPOT INC
-$15.0K
755
+1%
增持
CSL
CARLISLE COS INC
+$14.9K
1,024
+13%
减持
META
META PLATFORMS INC
-$12.5K
533
-2%
减持
PFE
PFIZER INC
-$12.2K
10,190
-0%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$10.9K
7,646
+5%
增持
BAC
BANK AMERICA CORP
-$10.4K
4,878
+0%
减持
C
CITIGROUP INC
-$9.5K
12,636
-2%
减持
RODM
LATTICE STRATEGIES TR
+$7.8K
7,876
-5%
减持
ARCC
ARES CAPITAL CORP
+$5.5K
42,121
-1%
减持
—
JOHNSON CTLS INTL PLC
-$4.5K
3,500
-3%
增持
VBK
VANGUARD INDEX FDS
-$4.3K
3,024
+11%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$3.6K
27,162
-2%
减持
—
EXXON MOBIL CORP
-$2.8K
3,105
-10%
