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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 140 项
建仓 3
增持 61
减持 72
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$2.5M
25,253
-6%
增持
AVGO
BROADCOM INC
+$1.8M
16,786
+1%
减持
IVW
ISHARES TR
+$1.5M
96,263
-2%
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
GE
GE AEROSPACE
+$1.3M
7,430
+163%
增持
DEUS
DBX ETF TR
+$1.1M
166,791
+8%
减持
AAPL
APPLE INC
-$1.0M
50,337
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.0M
2,444
-58%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$975.8K
192,776
-2%
减持
MCD
MCDONALDS CORP
-$934.7K
6,208
-29%
增持
VO
VANGUARD INDEX FDS
+$833.6K
18,989
+10%
清仓
—
UNILEVER PLC
-$784.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$781.7K
17,331
+0%
减持
QQQ
INVESCO QQQ TR
+$629.6K
9,675
-4%
减持
CMCSA
COMCAST CORP NEW
-$555.1K
8,421
-64%
增持
UNH
UNITEDHEALTH GROUP INC
-$533.9K
5,726
+29%
清仓
PPG
PPG INDS INC
-$530.0K
0
-100%
减持
DGS
WISDOMTREE TR
+$497.4K
79,191
-1%
增持
ADI
ANALOG DEVICES INC
+$472.2K
12,014
+1%
增持
VUG
VANGUARD INDEX FDS
+$462.7K
5,836
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$462.2K
4,941
+25%
增持
QYLD
GLOBAL X FDS
+$448.5K
75,957
+54%
增持
CVX
CHEVRON CORP NEW
-$337.8K
15,383
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$336.4K
88,733
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$334.0K
7,889
-1%
减持
IJK
ISHARES TR
+$331.4K
43,665
-0%
增持
—
ASML HOLDING N V
+$294.1K
1,360
+13%
减持
EMR
EMERSON ELEC CO
+$294.0K
13,617
-2%
增持
NVDA
NVIDIA CORPORATION
+$291.5K
5,745
+1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$282.0K
7,284
-1%
增持
ISPY
PROSHARES TR
+$281.2K
19,459
+50%
减持
BLK
BLACKROCK INC
+$264.8K
3,607
-3%
增持
CSCO
CISCO SYS INC
+$245.2K
29,131
+1%
减持
IVE
ISHARES TR
+$238.4K
63,429
-1%
建仓
FSMD
FIDELITY COVINGTON TRUST
+$231.7K
5,587
减持
JNJ
JOHNSON & JOHNSON
-$216.8K
15,032
-1%
建仓
EFA
ISHARES TR
+$216.8K
2,425
增持
BAR
GRANITESHARES GOLD TR
+$215.4K
28,536
+23%
减持
—
WNS HLDGS LTD
-$206.4K
10,441
-26%
增持
GWW
GRAINGER W W INC
+$205.5K
1,641
+8%
减持
PEP
PEPSICO INC
-$201.0K
11,097
-0%
增持
IWF
ISHARES TR
+$197.6K
1,707
+17%
增持
SCHD
SCHWAB STRATEGIC TR
+$196.2K
108,017
+13%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$195.3K
51,147
-19%
建仓
ENB
ENBRIDGE INC
+$192.1K
4,238
清仓
VZ
VERIZON COMMUNICATIONS INC
-$191.6K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$189.7K
0
-100%
减持
IJT
ISHARES TR
+$185.7K
22,702
-0%
减持
—
ACCENTURE PLC IRELAND
-$180.3K
8,535
-2%
减持
WMT
WALMART INC
+$178.0K
19,214
-1%
增持
VOT
VANGUARD INDEX FDS
+$168.6K
3,821
+2%
减持
AFL
AFLAC INC
-$168.0K
25,716
-1%
增持
LOW
LOWES COS INC
-$163.0K
15,351
+0%
增持
GEV
GE VERNOVA INC
+$161.0K
700
+2%
减持
C
CITIGROUP INC
+$158.8K
12,404
-2%
减持
—
CHUBB LIMITED
-$156.7K
7,235
-3%
增持
AMGN
AMGEN INC
-$156.2K
7,402
+4%
增持
VTI
VANGUARD INDEX FDS
+$152.8K
5,195
+0%
增持
MPC
MARATHON PETE CORP
+$151.3K
6,853
+1%
减持
IJJ
ISHARES TR
+$145.0K
41,160
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$132.9K
1,585
+5%
减持
PG
PROCTER AND GAMBLE CO
-$128.5K
9,520
-1%
增持
GLD
SPDR GOLD TR
+$128.5K
6,436
+1%
增持
VBK
VANGUARD INDEX FDS
+$127.4K
3,209
+6%
减持
GD
GENERAL DYNAMICS CORP
+$122.3K
6,937
-1%
增持
IJS
ISHARES TR
+$119.7K
39,418
+1%
增持
VTV
VANGUARD INDEX FDS
+$119.3K
17,340
+2%
增持
EMB
ISHARES TR
+$117.5K
12,306
+9%
减持
SNY
SANOFI
-$100.0K
9,821
-5%
减持
SONY
SONY GROUP CORP
-$97.7K
31,949
-13%
减持
COST
COSTCO WHSL CORP NEW
+$96.2K
2,586
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$94.9K
2,141
+0%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$91.5K
7,926
+4%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$87.4K
19,672
-1%
增持
VBR
VANGUARD INDEX FDS
+$87.2K
5,046
+5%
减持
SMLF
ISHARES TR
-$85.5K
24,695
-13%
减持
MDLZ
MONDELEZ INTL INC
-$84.8K
11,868
-9%
减持
CMS
CMS ENERGY CORP
-$83.3K
10,308
-3%
减持
—
EATON CORP PLC
+$79.9K
942
-0%
减持
ZTS
ZOETIS INC
-$78.3K
8,737
-0%
增持
HYG
ISHARES TR
+$75.7K
29,039
+1%
减持
MFDX
PIMCO EQUITY SER
+$73.6K
25,423
-3%
增持
IWD
ISHARES TR
+$73.1K
3,774
+8%
增持
WEC
WEC ENERGY GROUP INC
-$72.5K
19,045
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$70.8K
11,740
-1%
减持
MRK
MERCK & CO INC
-$69.4K
3,536
-9%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$68.5K
18,843
-12%
增持
HON
HONEYWELL INTL INC
+$63.3K
1,932
+6%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$62.7K
64,668
-1%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$62.3K
6,681
-15%
减持
NEE
NEXTERA ENERGY INC
-$61.1K
22,891
-2%
减持
CL
COLGATE PALMOLIVE CO
-$59.3K
9,852
-3%
增持
VOE
VANGUARD INDEX FDS
+$57.5K
7,875
+2%
增持
IJR
ISHARES TR
+$56.5K
7,204
+3%
增持
AMZN
AMAZON COM INC
+$54.6K
1,841
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$54.2K
32,609
+4%
增持
SLB
SCHLUMBERGER LTD
-$50.6K
18,009
+14%
减持
MS
MORGAN STANLEY
+$48.7K
2,033
-0%
减持
RTX
RTX CORPORATION
+$48.7K
4,526
-2%
增持
RPM
RPM INTL INC
+$45.6K
5,826
+13%
减持
XLK
SELECT SECTOR SPDR TR
+$44.7K
1,024
-1%
减持
—
ASTRAZENECA PLC
-$44.5K
7,165
-3%
增持
—
ISHARES U S ETF TR
+$42.9K
216,801
+5%
减持
IJH
ISHARES TR
+$42.3K
11,734
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$41.2K
5,886
+1%
增持
BAC
BANK AMERICA CORP
+$41.2K
5,172
+6%
增持
OMC
OMNICOM GROUP INC
-$39.6K
18,443
+12%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$36.2K
26,799
-1%
减持
ABBV
ABBVIE INC
-$34.8K
1,448
-0%
减持
—
EXXON MOBIL CORP
-$34.8K
3,103
-0%
减持
CINF
CINCINNATI FINL CORP
-$34.5K
1,800
-12%
增持
—
LINDE PLC
+$33.6K
5,163
+1%
减持
SAP
SAP SE
+$33.1K
2,336
-7%
减持
DGRO
ISHARES TR
-$31.7K
7,008
-10%
减持
SHEL
SHELL PLC
-$31.3K
10,313
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$28.6K
5,243
+0%
增持
IAU
ISHARES GOLD TR
+$28.5K
7,670
+1%
增持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$26.2K
1,942
+8%
减持
HSBC
HSBC HLDGS PLC
-$25.3K
10,941
-9%
增持
VNQ
VANGUARD INDEX FDS
-$21.0K
18,973
+0%
减持
NSC
NORFOLK SOUTHN CORP
+$19.7K
1,227
-1%
减持
SPGI
S&P GLOBAL INC
-$19.4K
3,594
-5%
减持
QSR
RESTAURANT BRANDS INTL INC
-$18.4K
9,164
-2%
增持
CALF
PACER FDS TR
+$18.1K
5,633
+2%
减持
ABT
ABBOTT LABS
+$17.8K
20,365
-2%
减持
DE
DEERE & CO
+$17.1K
450
-0%
增持
COM
DIREXION SHS ETF TR
-$17.1K
10,649
+0%
增持
—
LIBERTY GLOBAL LTD
-$16.2K
53,990
+12%
减持
PFE
PFIZER INC
-$15.7K
10,005
-2%
减持
ARCC
ARES CAPITAL CORP
-$14.0K
41,869
-1%
减持
SNN
SMITH & NEPHEW PLC
+$11.8K
20,753
-6%
减持
RODM
LATTICE STRATEGIES TR
+$9.7K
7,441
-6%
增持
SDOG
ALPS ETF TR
+$9.5K
10,627
+3%
增持
PSX
PHILLIPS 66
-$8.6K
2,259
+0%
增持
COWZ
PACER FDS TR
+$7.3K
9,382
+1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$4.8K
5,490
+7%
减持
AGG
ISHARES TR
-$3.8K
5,246
-1%
减持
XLB
SELECT SECTOR SPDR TR
+$3.7K
2,275
-0%
减持
CSL
CARLISLE COS INC
+$1.9K
939
-8%
减持
V
VISA INC
+$1.1K
691
-1%
增持
ITW
ILLINOIS TOOL WKS INC
+$881
800
+1%
