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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 149 项
建仓 10
增持 62
减持 65
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
SDCI
USCF ETF TR
+$5.2M
226,404
清仓
—
ISHARES U S ETF TR
-$4.3M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.2M
14,326
+895%
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
META
META PLATFORMS INC
+$2.4M
3,758
+605%
减持
AFL
AFLAC INC
-$2.3M
3,625
-86%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.8M
0
-100%
减持
AAPL
APPLE INC
+$1.6M
46,853
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$868.2K
197,903
+3%
减持
IVW
ISHARES TR
+$865.9K
94,967
-1%
减持
AVGO
BROADCOM INC
+$807.2K
16,472
-2%
增持
IVE
ISHARES TR
+$802.6K
63,909
+1%
建仓
BCS
BARCLAYS PLC
+$689.3K
33,350
清仓
HSBC
HSBC HLDGS PLC
-$665.1K
0
-100%
清仓
BEPC
BROOKFIELD RENEWABLE CORP
-$644.9K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$628.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$611.4K
17,867
+3%
增持
DEUS
DBX ETF TR
+$600.2K
171,740
+3%
增持
GE
GE AEROSPACE
+$599.7K
8,351
+12%
建仓
NGG
NATIONAL GRID PLC
+$586.3K
8,068
清仓
—
LIBERTY GLOBAL LTD
-$540.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$518.3K
9,753
+1%
增持
IJS
ISHARES TR
+$475.7K
39,763
+1%
增持
LOW
LOWES COS INC
+$454.7K
15,362
+0%
增持
VTV
VANGUARD INDEX FDS
+$424.9K
18,712
+8%
增持
—
ACCENTURE PLC IRELAND
-$424.6K
8,623
+1%
减持
JNJ
JOHNSON & JOHNSON
+$392.3K
14,499
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$379.5K
7,225
-1%
增持
VUG
VANGUARD INDEX FDS
+$350.5K
6,065
+4%
增持
OMC
OMNICOM GROUP INC
+$331.2K
20,336
+10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$329.2K
87,079
-2%
减持
GLD
SPDR GOLD TR
+$322.0K
6,425
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$311.4K
1,507
-38%
清仓
CMCSA
COMCAST CORP NEW
-$300.5K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$298.0K
115,769
+7%
清仓
COM
DIREXION SHS ETF TR
-$294.6K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$291.5K
476
增持
IJJ
ISHARES TR
+$289.2K
41,442
+1%
减持
GD
GENERAL DYNAMICS CORP
+$268.3K
6,720
-3%
减持
BLK
BLACKROCK INC
+$259.3K
3,469
-4%
减持
VO
VANGUARD INDEX FDS
+$255.9K
18,961
-0%
建仓
ORCL
ORACLE CORP
+$234.0K
832
增持
BAR
GRANITESHARES GOLD TR
+$224.1K
30,361
+6%
减持
CMS
CMS ENERGY CORP
-$207.8K
6,911
-33%
建仓
GOOG
ALPHABET INC
+$207.7K
853
建仓
BNY
BANK NEW YORK MELLON CORP
+$205.6K
1,887
建仓
SIVR
ABRDN SILVER ETF TRUST
+$203.9K
4,585
减持
SHEL
SHELL PLC
-$202.3K
7,323
-29%
减持
COST
COSTCO WHSL CORP NEW
-$200.6K
2,549
-1%
清仓
XLB
SELECT SECTOR SPDR TR
-$199.8K
0
-100%
增持
WEC
WEC ENERGY GROUP INC
+$199.6K
19,060
+0%
减持
ZTS
ZOETIS INC
-$198.7K
7,954
-9%
清仓
ITW
ILLINOIS TOOL WKS INC
-$197.8K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$196.5K
3,874
清仓
KMPR
KEMPER CORP
-$196.2K
0
-100%
清仓
ENB
ENBRIDGE INC
-$192.1K
0
-100%
减持
IJK
ISHARES TR
+$191.4K
43,425
-1%
增持
NVDA
NVIDIA CORPORATION
+$188.7K
5,876
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$187.9K
1,030
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$170.5K
29,481
-10%
减持
CVX
CHEVRON CORP NEW
+$168.1K
15,267
-1%
减持
IJT
ISHARES TR
+$167.7K
22,530
-1%
减持
MPC
MARATHON PETE CORP
+$165.9K
6,767
-1%
减持
SLB
SCHLUMBERGER LTD
-$159.5K
13,071
-27%
增持
VNQ
VANGUARD INDEX FDS
+$157.2K
20,203
+6%
增持
VBR
VANGUARD INDEX FDS
+$144.4K
5,407
+7%
增持
VOE
VANGUARD INDEX FDS
+$143.8K
8,242
+5%
减持
—
ASML HOLDING N V
+$141.5K
1,272
-6%
增持
IAU
ISHARES GOLD TR
+$138.1K
8,470
+10%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$132.7K
20,267
+8%
减持
C
CITIGROUP INC
+$132.1K
11,704
-6%
增持
—
LINDE PLC
+$126.0K
5,365
+4%
增持
GWW
GRAINGER W W INC
-$124.2K
1,661
+1%
减持
VTI
VANGUARD INDEX FDS
+$124.0K
5,189
-0%
增持
WMT
WALMART INC
+$120.9K
19,403
+1%
减持
ABT
ABBOTT LABS
-$120.6K
19,779
-3%
增持
VBK
VANGUARD INDEX FDS
+$119.7K
3,388
+6%
增持
ADI
ANALOG DEVICES INC
+$118.1K
12,119
+1%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$117.9K
67,833
+5%
增持
HYG
ISHARES TR
+$114.5K
30,256
+4%
增持
CL
COLGATE PALMOLIVE CO
-$104.6K
9,894
+0%
增持
RTX
RTX CORPORATION
+$100.8K
4,552
+1%
减持
CSCO
CISCO SYS INC
-$99.4K
28,087
-4%
减持
SONY
SONY GROUP CORP
-$97.9K
25,487
-20%
增持
SDOG
ALPS ETF TR
+$97.0K
11,752
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$90.6K
11,725
-0%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$81.8K
29,845
+11%
增持
EMB
ISHARES TR
+$80.7K
12,821
+4%
增持
QYLD
GLOBAL X FDS
+$80.1K
79,370
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$78.3K
4,447
-24%
增持
VOT
VANGUARD INDEX FDS
+$78.0K
3,965
+4%
减持
NSC
NORFOLK SOUTHN CORP
-$74.6K
797
-35%
减持
HON
HONEYWELL INTL INC
-$74.6K
1,783
-8%
增持
MCD
MCDONALDS CORP
+$74.0K
6,212
+0%
减持
SMLF
ISHARES TR
+$69.7K
23,506
-5%
增持
SAP
SAP SE
-$69.1K
2,400
+3%
减持
NEE
NEXTERA ENERGY INC
+$68.6K
21,959
-4%
减持
DGS
WISDOMTREE TR
+$68.3K
77,808
-2%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$65.5K
5,497
+0%
增持
ISPY
PROSHARES TR
+$62.5K
19,688
+1%
增持
GEV
GE VERNOVA INC
+$61.9K
703
+0%
增持
SPGI
S&P GLOBAL INC
+$59.5K
4,016
+12%
减持
SNN
SMITH & NEPHEW PLC
+$58.5K
19,127
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$58.1K
8,036
+2%
减持
V
VISA INC
-$56.9K
552
-20%
增持
ARCC
ARES CAPITAL CORP
-$54.2K
42,394
+1%
减持
LLY
ELI LILLY & CO
-$53.5K
359
-15%
减持
—
WNS HLDGS LTD
+$52.7K
9,348
-10%
减持
IWF
ISHARES TR
-$52.6K
1,435
-16%
增持
AGG
ISHARES TR
+$51.8K
5,708
+9%
减持
RPM
RPM INTL INC
-$47.0K
5,030
-14%
增持
PM
PHILIP MORRIS INTL INC
-$46.7K
2,478
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$46.3K
5,247
+0%
减持
CSL
CARLISLE COS INC
-$45.3K
928
-1%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$45.2K
51,892
+1%
增持
SNY
SANOFI SA
+$45.1K
11,008
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$42.4K
2,153
+1%
增持
PG
PROCTER AND GAMBLE CO
-$40.0K
9,611
+1%
增持
IJH
ISHARES TR
+$39.6K
11,759
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$39.4K
1,411
-11%
增持
BAC
BANK AMERICA CORP
+$36.0K
5,441
+5%
增持
MDLZ
MONDELEZ INTL INC
-$35.9K
12,237
+3%
减持
—
ASTRAZENECA PLC
-$35.8K
6,060
-15%
减持
EMR
EMERSON ELEC CO
-$33.3K
13,586
-0%
减持
IJR
ISHARES TR
+$31.0K
6,886
-4%
减持
DGRO
ISHARES TR
+$28.3K
6,998
-0%
增持
KO
COCA COLA CO
-$28.2K
6,966
+1%
减持
MFDX
PIMCO EQUITY SER
+$27.4K
25,315
-0%
减持
VV
VANGUARD INDEX FDS
+$26.4K
1,184
-0%
增持
COWZ
PACER FDS TR
+$26.1K
9,450
+1%
减持
PEP
PEPSICO INC
+$24.7K
10,609
-4%
减持
MSFT
MICROSOFT CORP
+$23.6K
24,297
-4%
减持
QSR
RESTAURANT BRANDS INTL INC
-$23.4K
9,107
-1%
减持
HD
HOME DEPOT INC
+$21.4K
736
-3%
减持
CALF
PACER FDS TR
+$20.5K
5,592
-1%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$19.2K
1,932
-1%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$17.2K
6,661
-0%
增持
—
JOHNSON CTLS INTL PLC
+$16.3K
3,510
+0%
增持
EFA
ISHARES TR
+$15.9K
2,492
+3%
增持
—
CHUBB LIMITED
-$12.0K
7,384
+2%
减持
PFE
PFIZER INC
-$11.9K
9,052
-10%
增持
AMZN
AMAZON COM INC
+$11.8K
1,893
+3%
减持
IWD
ISHARES TR
+$8.9K
3,644
-3%
减持
RODM
LATTICE STRATEGIES TR
+$7.5K
7,354
-1%
减持
MS
MORGAN STANLEY
+$7.4K
1,848
-9%
减持
AMGN
AMGEN INC
+$6.3K
7,346
-1%
减持
PSX
PHILLIPS 66
+$6.2K
2,027
-10%
减持
FSMD
FIDELITY COVINGTON TRUST
+$5.4K
5,387
-4%
减持
MRK
MERCK & CO INC
-$4.5K
3,282
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$4.2K
3,992
-19%
