BCWM, LLC
OVERLAND PARK KS · SEC CIK 0001542165
$3.42亿2026Q2 申报市值
57持仓数
37.9%前十大占比 · 第一大 6.2%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ACN 新建仓+$623.22万
CMCSA 新建仓+$619.23万
T 新建仓+$598.65万
NOC 加仓+$210.30万
LMT 加仓+$178.16万
2026Q2 卖出最多 按季末市值估算
TGT 清仓-$644.54万
USB 减仓-$627.95万
MRK 清仓-$615.13万
GNRC 减仓-$571.33万
AMZN 减仓-$483.93万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $0 | 0.00% | 0 | -53,180 | -100.0% | -$644.54万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -51,138 | -100.0% | -$615.13万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,264 | -100.0% | -$20.02万 | 清仓 |
| USB | US BANCORP | $20.35万 | 0.06% | 3,370 | -103,966 | -96.9% | -$627.95万 | 减仓 |
| AOR | ISHARES TR | $23.90万 | 0.07% | 3,438 | -21 | -0.6% | -$1,460 | 减仓 |
| IJR | ISHARES TR | $34.56万 | 0.10% | 2,330 | 53 | 2.3% | $7,860 | 加仓 |
| IJH | ISHARES TR | $37.65万 | 0.11% | 4,882 | 726 | 17.5% | $5.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.96万 | 0.11% | 2,657 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $43.56万 | 0.13% | 14,288 | -201 | -1.4% | -$6,128 | 减仓 |
| ZROZ | PIMCO ETF TR | $43.99万 | 0.13% | 6,863 | -27 | -0.4% | -$1,731 | 减仓 |
| EDV | VANGUARD WORLD FD | $54.65万 | 0.16% | 8,397 | 455 | 5.7% | $2.96万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $71.99万 | 0.21% | 19,855 | -506 | -2.5% | -$1.83万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $87.78万 | 0.26% | 31,688 | -62 | -0.2% | -$1,717 | 减仓 |
| HTFL | HEARTFLOW INC | $93.53万 | 0.27% | 31,878 | 568 | 1.8% | $1.67万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $96.22万 | 0.28% | 26,098 | -911 | -3.4% | -$3.36万 | 减仓 |
| AOA | ISHARES TR | $106.36万 | 0.31% | 10,898 | 694 | 6.8% | $6.77万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $193.49万 | 0.57% | 23,411 | -707 | -2.9% | -$5.84万 | 减仓 |
| LQD | ISHARES TR | $195.28万 | 0.57% | 17,904 | -480 | -2.6% | -$5.24万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $198.15万 | 0.58% | 85,669 | -2,261 | -2.6% | -$5.23万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $229.79万 | 0.67% | 66,012 | -2,375 | -3.5% | -$8.27万 | 减仓 |
| EIDO | ISHARES TR | $238.96万 | 0.70% | 211,278 | 10,946 | 5.5% | $12.38万 | 加仓 |
| FXI | ISHARES TR | $299.10万 | 0.87% | 94,681 | 22 | 0.0% | $695 | 加仓 |
| — | ISHARES TR | $347.22万 | 1.02% | 143,716 | -824 | -0.6% | -$1.99万 | 减仓 |
| VNM | VANECK ETF TRUST | $355.38万 | 1.04% | 192,411 | -2,187 | -1.1% | -$4.04万 | 减仓 |
| EWM | ISHARES INC | $356.15万 | 1.04% | 132,152 | -2,375 | -1.8% | -$6.40万 | 减仓 |
| THD | ISHARES INC | $420.72万 | 1.23% | 58,183 | -1,502 | -2.5% | -$10.86万 | 减仓 |
| INDA | ISHARES TR | $592.09万 | 1.73% | 119,881 | -68 | -0.1% | -$3,359 | 减仓 |
| T | AT&T INC | $598.65万 | 1.75% | 289,204 | 289,204 | — | $598.65万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $608.27万 | 1.78% | 143,663 | 3,486 | 2.5% | $14.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $612.24万 | 1.79% | 36,935 | 3,464 | 10.3% | $57.42万 | 加仓 |
| PEP | PEPSICO INC | $615.93万 | 1.80% | 45,490 | 6,639 | 17.1% | $89.89万 | 加仓 |
| PFE | PFIZER INC | $618.54万 | 1.81% | 256,871 | 37,141 | 16.9% | $89.44万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $619.23万 | 1.81% | 252,234 | 252,234 | — | $619.23万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $623.22万 | 1.82% | 50,082 | 50,082 | — | $623.22万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $625.83万 | 1.83% | 58,217 | 5,897 | 11.3% | $63.39万 | 加仓 |
| MO | ALTRIA GROUP INC | $629.92万 | 1.84% | 87,550 | -7,980 | -8.4% | -$57.42万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $636.26万 | 1.86% | 110,424 | 7,846 | 7.6% | $45.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $696.67万 | 2.04% | 34,818 | -9,146 | -20.8% | -$183.00万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $703.45万 | 2.06% | 24,024 | -19,512 | -44.8% | -$571.33万 | 减仓 |
| AMZN | AMAZON COM INC | $789.98万 | 2.31% | 33,145 | -20,304 | -38.0% | -$483.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $790.38万 | 2.31% | 24,146 | -3,763 | -13.5% | -$123.18万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $802.46万 | 2.35% | 37,715 | -976 | -2.5% | -$20.77万 | 减仓 |
| AAPL | APPLE INC | $846.58万 | 2.48% | 29,257 | -3,722 | -11.3% | -$107.70万 | 减仓 |
| META | META PLATFORMS INC | $849.31万 | 2.48% | 15,078 | -3,498 | -18.8% | -$197.04万 | 减仓 |
| WMT | WALMART INC | $862.06万 | 2.52% | 76,114 | -1,867 | -2.4% | -$21.15万 | 减仓 |
| DHI | D R HORTON INC | $874.55万 | 2.56% | 53,693 | -13,520 | -20.1% | -$220.21万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $885.10万 | 2.59% | 17,378 | 4,129 | 31.2% | $210.30万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $894.97万 | 2.62% | 17,567 | 3,497 | 24.9% | $178.16万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $940.00万 | 2.75% | 294,024 | 3,365 | 1.2% | $10.76万 | 加仓 |
| UNP | UNION PAC CORP | $941.47万 | 2.75% | 34,613 | -1,057 | -3.0% | -$28.75万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $965.19万 | 2.82% | 102,549 | -22,813 | -18.2% | -$214.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,001.23万 | 2.93% | 26,841 | 128 | 0.5% | $4.77万 | 加仓 |
| SONY | SONY GROUP CORP | $1,003.94万 | 2.94% | 500,469 | 11,452 | 2.3% | $22.97万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,059.40万 | 3.10% | 58,993 | -8,645 | -12.8% | -$155.25万 | 减仓 |
| GRMN | GARMIN LTD | $1,074.39万 | 3.14% | 45,230 | 142 | 0.3% | $3.37万 | 加仓 |
| SRE | SEMPRA | $1,133.76万 | 3.32% | 122,291 | 2,827 | 2.4% | $26.21万 | 加仓 |
| HD | HOME DEPOT INC | $1,315.80万 | 3.85% | 37,309 | 1,309 | 3.6% | $46.17万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,469.43万 | 4.30% | 116,087 | 1,212 | 1.1% | $15.34万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,818.95万 | 5.32% | 240,889 | 4,226 | 1.8% | $31.91万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,112.64万 | 6.18% | 236,843 | -11,992 | -4.8% | -$106.97万 | 减仓 |