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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 135 项
建仓 2
增持 64
减持 58
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$3.6M
3,724
-62%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$3.5M
13,676
增持
EELV
INVESCO EXCH TRADED FD TR II
+$1.4M
102,050
+97%
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
AVGO
BROADCOM INC
+$1.4M
19,660
+19%
增持
GOOGL
ALPHABET INC
+$1.3M
15,407
+8%
减持
LOW
LOWES COS INC
-$1.2M
10,964
-29%
减持
SDCI
USCF ETF TR
-$1.2M
183,943
-19%
减持
SMLF
ISHARES TR
-$1.0M
9,670
-59%
增持
ADI
ANALOG DEVICES INC
+$965.9K
14,541
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$859.3K
203,581
+3%
增持
JNJ
JOHNSON & JOHNSON
+$859.1K
17,142
+18%
减持
CVX
CHEVRON CORP NEW
-$811.5K
10,231
-33%
减持
—
ACCENTURE PLC IRELAND
-$751.4K
5,125
-41%
清仓
—
WNS HLDGS LTD
-$713.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$689.4K
19,630
+10%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$644.8K
30,306
+50%
减持
COST
COSTCO WHSL CORP NEW
-$594.2K
2,047
-20%
减持
—
CHUBB LIMITED
-$591.6K
4,782
-35%
减持
SPGI
S&P GLOBAL INC
-$520.6K
2,744
-32%
清仓
CMS
CMS ENERGY CORP
-$506.3K
0
-100%
增持
IVE
ISHARES TR
+$493.6K
64,561
+1%
增持
VTV
VANGUARD INDEX FDS
+$448.4K
20,619
+10%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$442.3K
0
-100%
增持
BLK
BLACKROCK INC
+$402.9K
4,155
+20%
增持
QYLD
GLOBAL X FDS
+$391.7K
98,575
+24%
减持
OMC
OMNICOM GROUP INC
-$387.3K
15,736
-23%
减持
GWW
WW GRAINGER INC
-$352.8K
1,219
-27%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$342.2K
8,682
+20%
增持
VUG
VANGUARD INDEX FDS
+$337.6K
6,655
+10%
增持
GLD
SPDR GOLD TR
+$316.7K
6,562
+2%
增持
DEUS
DBX ETF TR
+$316.3K
176,516
+3%
减持
AAPL
APPLE INC
+$308.7K
45,019
-4%
清仓
CSL
CARLISLE COS INC
-$305.3K
0
-100%
减持
MCD
MCDONALDS CORP
-$299.1K
5,198
-16%
减持
PEP
PEPSICO INC
-$288.8K
8,369
-21%
增持
SCHD
SCHWAB STRATEGIC TR
+$283.9K
125,571
+8%
增持
ISPY
PROSHARES TR
+$263.9K
25,247
+28%
增持
ABT
ABBOTT LABS
+$246.5K
23,112
+17%
清仓
FSMD
FIDELITY COVINGTON TRUST
-$237.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$234.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$225.3K
0
-100%
增持
MSFT
MICROSOFT CORP
-$218.5K
25,570
+5%
减持
MPC
MARATHON PETE CORP
-$214.2K
6,703
-1%
增持
—
LINDE PLC
-$213.5K
5,476
+2%
增持
VBR
VANGUARD INDEX FDS
+$209.3K
6,317
+17%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$204.9K
0
-100%
建仓
VLUE
ISHARES TR
+$202.5K
1,481
减持
CSCO
CISCO SYS INC
+$202.3K
27,574
-2%
减持
HYG
ISHARES TR
-$200.7K
27,976
-8%
减持
ZTS
ZOETIS INC
-$199.3K
7,666
-4%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$196.5K
0
-100%
清仓
V
VISA INC
-$188.4K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$187.9K
0
-100%
减持
IVW
ISHARES TR
-$183.7K
91,520
-4%
增持
VBK
VANGUARD INDEX FDS
+$182.1K
3,940
+16%
减持
WEC
WEC ENERGY GROUP INC
-$179.8K
19,005
-0%
增持
LLY
ELI LILLY & CO
+$176.4K
419
+17%
增持
VOE
VANGUARD INDEX FDS
+$175.1K
9,100
+10%
增持
IJJ
ISHARES TR
+$148.0K
41,977
+1%
减持
WMT
WALMART INC
+$141.1K
19,215
-1%
增持
IAU
ISHARES GOLD TR
+$139.1K
9,307
+10%
增持
GE
GE AEROSPACE
+$136.9K
8,600
+3%
减持
GD
GENERAL DYNAMICS CORP
-$136.9K
6,400
-5%
减持
C
CITIGROUP INC
+$128.5K
11,282
-4%
减持
SONY
SONY GROUP CORP
-$121.0K
23,936
-6%
减持
IJS
ISHARES TR
+$119.8K
39,721
-0%
增持
DGS
WISDOMTREE TR
+$116.9K
79,660
+2%
减持
SNN
SMITH & NEPHEW PLC
-$103.2K
18,011
-6%
增持
PG
PROCTER AND GAMBLE CO
+$92.8K
10,952
+14%
增持
ARCC
ARES CAPITAL CORP
+$85.5K
46,997
+11%
减持
AFL
AFLAC INC
-$84.1K
2,909
-20%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$82.9K
3,396
-15%
增持
MDLZ
MONDELEZ INTL INC
-$81.7K
12,684
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$81.2K
7,929
-1%
增持
SAP
SAP SE
+$74.6K
2,947
+23%
减持
BCS
BARCLAYS PLC
+$74.1K
29,996
-10%
增持
CL
COLGATE PALMOLIVE CO
+$72.7K
10,929
+10%
增持
MFDX
PIMCO EQUITY SER
+$67.3K
26,241
+4%
增持
IJK
ISHARES TR
+$66.6K
43,668
+1%
减持
AMGN
AMGEN INC
+$63.3K
6,527
-11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$63.0K
30,510
+3%
减持
RTX
RTX CORPORATION
+$62.5K
4,494
-1%
增持
VNQ
VANGUARD INDEX FDS
+$61.8K
21,570
+7%
减持
NEE
NEXTERA ENERGY INC
+$61.8K
21,418
-2%
减持
IJR
ISHARES TR
-$60.6K
6,304
-8%
减持
MRK
MERCK & CO INC
+$57.6K
3,164
-4%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$56.2K
5,854
+6%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$53.7K
70,750
+4%
减持
HD
HOME DEPOT INC
-$51.8K
716
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$46.4K
2,061
-4%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$46.1K
7,148
+7%
增持
VOT
VANGUARD INDEX FDS
+$44.8K
4,333
+9%
减持
—
ASML HOLDING N V
-$43.9K
1,110
-13%
增持
QSR
RESTAURANT BRANDS INTL INC
+$43.5K
9,199
+1%
增持
IWD
ISHARES TR
+$41.8K
3,726
+2%
增持
VTI
VANGUARD INDEX FDS
+$40.0K
5,198
+0%
增持
RPM
RPM INTL INC
-$39.4K
5,322
+6%
减持
NSC
NORFOLK SOUTHN CORP
-$34.1K
711
-11%
增持
COWZ
PACER FDS TR
+$30.5K
9,533
+1%
减持
SLB
SLB LIMITED
+$28.2K
12,439
-5%
增持
VO
VANGUARD INDEX FDS
-$28.1K
19,094
+1%
增持
HON
HONEYWELL INTL INC
-$25.9K
1,791
+0%
减持
GEV
GE VERNOVA INC
+$25.2K
700
-0%
增持
SDOG
ALPS ETF TR
+$23.0K
12,086
+3%
减持
KO
COCA COLA CO
+$22.8K
6,934
-0%
减持
—
ASTRAZENECA PLC
+$22.8K
5,305
-12%
增持
META
META PLATFORMS INC
+$21.2K
4,213
+12%
增持
IJT
ISHARES TR
+$20.2K
22,727
+1%
增持
EMB
ISHARES TR
+$20.0K
12,884
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$19.7K
87,393
+0%
减持
PSX
PHILLIPS 66
-$18.3K
1,995
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$17.3K
1,404
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$14.4K
5,244
-0%
减持
IWF
ISHARES TR
-$14.3K
1,390
-3%
减持
EMR
EMERSON ELEC CO
-$14.1K
13,322
-2%
增持
NVDA
NVIDIA CORPORATION
+$13.5K
5,951
+1%
减持
BAC
BANK AMERICA CORP
+$13.4K
5,348
-2%
增持
RODM
LATTICE STRATEGIES TR
+$13.2K
7,423
+1%
增持
AGG
ISHARES TR
+$13.1K
5,860
+3%
减持
BNY
BANK NEW YORK MELLON CORP
+$12.4K
1,878
-0%
增持
EFA
ISHARES TR
+$10.8K
2,535
+2%
增持
DGRO
ISHARES TR
+$10.1K
7,008
+0%
减持
BAR
GRANITESHARES GOLD TR
-$9.8K
26,966
-11%
增持
IJH
ISHARES TR
+$8.9K
11,761
+0%
增持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$8.4K
1,990
+3%
减持
AMZN
AMAZON COM INC
+$7.4K
1,833
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.9K
11,647
-1%
减持
FUTY
FIDELITY COVINGTON TRUST
-$6.8K
4,949
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$6.4K
2,050
+100%
减持
SNY
SANOFI SA
-$5.4K
10,610
-4%
减持
NGG
NATIONAL GRID PLC
+$5.0K
7,644
-5%
减持
CALF
PACER FDS TR
-$3.4K
5,440
-3%
增持
PEY
INVESCO EXCHANGE TRADED FD T
-$559
30,815
+3%
增持
PFE
PFIZER INC
+$353
9,277
+2%
减持
SHEL
SHELL PLC
+$102
7,130
-3%
