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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 141 项
建仓 8
增持 67
减持 60
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.4M
24,350
-5%
建仓
QARP
DBX ETF TR
+$992.8K
16,831
增持
CVX
CHEVRON CORPORATION
+$895.4K
11,864
+16%
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
GOOGL
ALPHABET INC
+$874.4K
19,813
+29%
建仓
RIO
RIO TINTO PLC
+$872.3K
9,350
清仓
CL
COLGATE PALMOLIVE CO
-$863.6K
0
-100%
减持
META
META PLATFORMS INC
-$780.8K
3,496
-17%
减持
SCHD
SCHWAB STRATEGIC TR
-$754.8K
87,667
-30%
增持
IVW
ISHARES TR
-$751.1K
93,092
+2%
减持
BLK
BLACKROCK INC
-$710.1K
3,886
-6%
清仓
MDLZ
MONDELEZ INTL INC
-$682.8K
0
-100%
减持
SDCI
USCF ETF TR
+$665.6K
173,197
-6%
减持
QQQ
INVESCO QQQ TR
-$628.3K
2,875
-23%
减持
JPM
JPMORGAN CHASE & CO
-$602.3K
19,455
-1%
增持
AVGO
BROADCOM INC
-$594.9K
20,062
+2%
增持
WEC
WEC ENERGY GROUP INC
+$567.1K
22,211
+17%
清仓
RPM
RPM INTL INC
-$553.5K
0
-100%
建仓
—
ASTRAZENECA PLC
+$545.1K
2,764
增持
—
LINDE PLC
+$526.1K
5,771
+5%
减持
MPC
MARATHON PETE CORP
+$510.7K
6,556
-2%
增持
ABT
ABBOTT LABORATORIES
-$504.0K
23,295
+1%
清仓
—
ASTRAZENECA PLC
-$487.7K
0
-100%
增持
AAPL
APPLE INC
-$482.3K
46,324
+3%
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$436.3K
69,715
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$429.2K
8,628
-1%
减持
JNJ
JOHNSON & JOHNSON
-$377.1K
12,970
-24%
增持
VTV
VANGUARD INDEX FDS
+$357.7K
21,894
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$348.7K
16,024
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$321.3K
8,364
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$320.2K
203,463
-0%
清仓
GOOG
ALPHABET INC
-$267.7K
0
-100%
减持
—
ASML HLDG NV
+$260.1K
1,096
-1%
减持
LOW
LOWES COS INC
-$258.8K
10,095
-8%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$256.2K
108,814
+7%
减持
ADI
ANALOG DEVICES INC
+$236.8K
13,140
-10%
增持
NGG
NATIONAL GRID PLC
+$220.9K
9,600
+26%
增持
OMC
OMNICOM GROUP INC
+$216.2K
19,744
+25%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$208.2K
4,113
清仓
NSC
NORFOLK SOUTHN CORP
-$205.3K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$199.9K
4,000
减持
DGS
WISDOMTREE TR
+$198.4K
79,171
-1%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$193.3K
3,433
建仓
MO
ALTRIA GROUP INC
+$192.0K
2,910
建仓
LMT
LOCKHEED MARTIN CORP
+$191.6K
317
增持
VNQ
VANGUARD INDEX FDS
+$185.7K
23,613
+9%
增持
GE
GE AEROSPACE
+$179.6K
9,968
+16%
增持
BAR
GRANITESHARES GOLD TR
+$168.8K
28,498
+6%
减持
IJS
ISHARES TR
+$164.5K
39,523
-0%
增持
GWW
WW GRAINGER INC
+$164.0K
1,278
+5%
增持
VOE
VANGUARD INDEX FDS
+$160.1K
9,627
+6%
减持
GLD
SPDR GOLD TR
+$158.4K
6,412
-2%
增持
IJT
ISHARES TR
+$155.5K
23,244
+2%
增持
—
ACCENTURE PLC IRELAND
-$154.8K
6,154
+20%
增持
SPGI
S&P GLOBAL INC
+$139.8K
3,700
+35%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$136.8K
31,826
+5%
减持
COST
COSTCO WHOLESALE CORPORATION
+$133.0K
1,905
-7%
减持
SHEL
SHELL PLC
+$132.4K
7,057
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$130.5K
3,440
+1%
减持
NEE
NEXTERA ENERGY INC
+$130.3K
19,915
-7%
增持
SNY
SANOFI SA
+$127.1K
13,310
+25%
减持
GEV
GE VERNOVA INC
+$121.2K
663
-5%
减持
—
EXXON MOBIL CORP
+$117.8K
2,895
-7%
增持
VBR
VANGUARD INDEX FDS
+$115.1K
6,688
+6%
增持
EMR
EMERSON ELEC CO
+$114.3K
14,367
+8%
减持
IJK
ISHARES TR
+$104.5K
43,084
-1%
减持
CSCO
CISCO SYS INC
-$103.1K
26,046
-6%
减持
PSX
PHILLIPS 66
+$99.1K
1,957
-2%
减持
C
CITIGROUP INC
-$98.8K
10,737
-5%
增持
BCS
BARCLAYS PLC
-$96.7K
31,507
+5%
减持
AMGN
AMGEN INC
+$95.1K
6,342
-3%
减持
AFL
AFLAC INC
-$90.6K
2,098
-28%
减持
MCD
MCDONALDS CORP
-$90.0K
4,822
-7%
增持
VBK
VANGUARD INDEX FDS
+$82.8K
4,213
+7%
减持
AEP
AMERICAN ELEC PWR CO INC
+$82.6K
5,243
-0%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$82.0K
6,568
+12%
增持
IVE
ISHARES TR
+$79.7K
65,220
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$75.0K
88,311
+1%
减持
ABBV
ABBVIE INC
-$74.2K
1,180
-19%
增持
VOT
VANGUARD INDEX FDS
+$72.4K
4,981
+15%
增持
VTI
VANGUARD INDEX FDS
-$71.0K
5,211
+0%
增持
NVDA
NVIDIA CORPORATION
-$70.3K
5,961
+0%
减持
SLB
SLB LIMITED
+$68.1K
10,615
-15%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$66.9K
5,247
+18%
减持
LLY
ELI LILLY & CO
-$66.7K
417
-0%
增持
MFDX
PIMCO EQUITY SER
+$64.7K
26,947
+3%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$62.0K
6,467
-10%
减持
WMT
WALMART INC
-$61.8K
16,728
-13%
减持
PEP
PEPSICO INC
+$61.6K
8,131
-3%
减持
IAU
ISHARES GOLD TR
+$61.5K
9,267
-0%
减持
SMLF
ISHARES TR
-$59.4K
8,805
-9%
减持
DEUS
DBX ETF TR
+$57.5K
172,819
-2%
减持
MMM
3M CO
-$57.3K
2,500
-5%
增持
PG
PROCTER & GAMBLE CO
+$54.1K
11,241
+3%
减持
HD
HOME DEPOT INC
-$53.6K
586
-18%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$52.0K
31,755
+3%
减持
EMB
ISHARES TR
-$51.1K
12,662
-2%
增持
GD
GENERAL DYNAMICS CORP
+$49.9K
6,423
+0%
增持
ARCC
ARES CAPITAL CORP
-$49.9K
49,994
+6%
减持
HON
HONEYWELL INTL INC
+$46.1K
1,750
-2%
增持
LNT
ALLIANT ENERGY CORP
+$44.1K
4,091
+7%
减持
—
CHUBB LTD SWITZ
-$43.5K
4,446
-7%
增持
RTX
RTX CORPORATION
+$43.3K
4,497
+0%
减持
PM
PHILIP MORRIS INTL INC
-$39.8K
2,163
-13%
增持
COWZ
PACER FDS TR
+$36.0K
9,744
+2%
增持
SAP
SAP SE
-$34.8K
3,978
+35%
增持
BAC
BANK AMERICA CORP
-$32.3K
5,372
+0%
减持
KO
COCA COLA CO
+$32.2K
6,797
-2%
增持
SIVR
ABRDN SILVER ETF TRUST
+$30.4K
4,755
+4%
增持
SONY
SONY GROUP CORP
-$27.1K
28,295
+18%
增持
QYLD
GLOBAL X FDS
-$27.0K
99,990
+1%
减持
DGRO
ISHARES TR
-$26.9K
6,549
-7%
增持
RODM
LATTICE STRATEGIES TR
+$23.4K
7,556
+2%
增持
VO
VANGUARD INDEX FDS
+$21.5K
19,371
+1%
减持
VV
VANGUARD INDEX FDS
-$20.7K
1,178
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.1K
2,122
+3%
减持
QSR
RESTAURANT BRANDS INTL INC
-$18.9K
8,238
-10%
增持
AMZN
AMAZON COM INC
+$18.0K
2,118
+16%
增持
ISPY
PROSHARES TR
-$16.5K
26,194
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$15.7K
1,970
+5%
减持
IJH
ISHARES TR
-$14.2K
11,285
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$14.1K
30,563
+0%
增持
EFA
ISHARES TR
+$13.6K
2,646
+4%
减持
PFE
PFIZER INC
+$12.0K
8,652
-7%
增持
VUG
VANGUARD INDEX FDS
-$11.7K
7,406
+11%
增持
IWF
ISHARES TR
-$11.5K
1,516
+9%
减持
MRK
MERCK & CO INC
+$10.3K
2,854
-10%
减持
FUTY
FIDELITY COVINGTON TRUST
+$10.3K
4,800
-3%
增持
XLK
SELECT SECTOR SPDR TR
-$9.7K
2,148
+5%
增持
VOO
VANGUARD INDEX FDS
-$9.3K
484
+2%
增持
ZTS
ZOETIS INC
+$8.9K
8,235
+7%
减持
IJJ
ISHARES TR
+$7.4K
41,745
-1%
增持
HYG
ISHARES TR
-$6.8K
28,267
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.5K
11,659
+0%
增持
AGG
ISHARES TR
+$5.7K
5,953
+2%
增持
SNN
SMITH & NEPHEW PLC
-$4.2K
18,462
+3%
增持
CALF
PACER FDS TR
+$4.1K
5,470
+1%
减持
IJR
ISHARES TR
+$3.7K
6,124
-3%
减持
IWD
ISHARES TR
+$3.2K
3,683
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$2.4K
2,813
-11%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$1.6K
1,967
-1%
减持
VB
VANGUARD INDEX FDS
+$554
1,049
-1%
