BCWM, LLC
OVERLAND PARK KS · SEC CIK 0001542165
$3.53亿2026Q1 申报市值
57持仓数
38.3%前十大占比 · 第一大 6.0%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SONY 新建仓+$1,012.27万
KMI 新建仓+$974.58万
UNP 新建仓+$865.43万
THD 新建仓+$414.09万
ISHARES TR 新建仓+$358.89万
2026Q1 卖出最多 按季末市值估算
MDT 清仓-$802.32万
LMT 减仓-$555.29万
IAU 减仓-$542.30万
GNRC 减仓-$535.22万
ECH 清仓-$457.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | $2,111.11万 | 5.98% | 248,835 | -20,838 | -7.7% | -$176.79万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,086.42万 | 5.91% | 236,663 | -61,513 | -20.6% | -$542.30万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,504.17万 | 4.26% | 114,875 | 2,769 | 2.5% | $36.26万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,218.90万 | 3.45% | 67,638 | 2,378 | 3.6% | $42.85万 | 加仓 |
| HD | HOME DEPOT INC | $1,184.02万 | 3.36% | 36,000 | 5,627 | 18.5% | $185.07万 | 加仓 |
| SRE | SEMPRA | $1,160.83万 | 3.29% | 119,464 | -28,012 | -19.0% | -$272.19万 | 减仓 |
| AMZN | AMAZON COM INC | $1,113.18万 | 3.16% | 53,449 | 8,156 | 18.0% | $169.87万 | 加仓 |
| META | META PLATFORMS INC | $1,062.76万 | 3.01% | 18,576 | 2,380 | 14.7% | $136.16万 | 加仓 |
| GRMN | GARMIN LTD | $1,046.08万 | 2.97% | 45,088 | -6,906 | -13.3% | -$160.22万 | 减仓 |
| SONY | SONY GROUP CORP | $1,012.27万 | 2.87% | 489,017 | 489,017 | — | $1,012.27万 | 新建仓 |
| MSFT | MICROSOFT CORP | $988.84万 | 2.80% | 26,713 | 8,462 | 46.4% | $313.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $974.58万 | 2.76% | 290,659 | 290,659 | — | $974.58万 | 新建仓 |
| WMT | WALMART INC | $969.15万 | 2.75% | 77,981 | 1,246 | 1.6% | $15.49万 | 加仓 |
| DHI | D R HORTON INC | $922.29万 | 2.61% | 67,213 | -16,880 | -20.1% | -$231.63万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $903.92万 | 2.56% | 13,249 | -3,917 | -22.8% | -$267.24万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $890.82万 | 2.53% | 125,362 | 6,342 | 5.3% | $45.07万 | 加仓 |
| UNP | UNION PAC CORP | $865.43万 | 2.45% | 35,670 | 35,670 | — | $865.43万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $850.39万 | 2.41% | 43,536 | -27,401 | -38.6% | -$535.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $850.35万 | 2.41% | 14,070 | -9,188 | -39.5% | -$555.29万 | 减仓 |
| AAPL | APPLE INC | $836.97万 | 2.37% | 32,979 | -3,564 | -9.8% | -$90.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $820.96万 | 2.33% | 27,909 | -724 | -2.5% | -$21.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $766.73万 | 2.17% | 43,964 | 5,462 | 14.2% | $95.26万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $742.56万 | 2.10% | 38,691 | -6,754 | -14.9% | -$129.62万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $703.69万 | 1.99% | 140,177 | 24,937 | 21.6% | $125.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $692.52万 | 1.96% | 33,471 | 9,817 | 41.5% | $203.11万 | 加仓 |
| TGT | TARGET CORP | $644.54万 | 1.83% | 53,180 | -1,057 | -1.9% | -$12.81万 | 减仓 |
| MO | ALTRIA GROUP INC | $630.40万 | 1.79% | 95,530 | 9,594 | 11.2% | $63.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $622.13万 | 1.76% | 102,578 | -6,883 | -6.3% | -$41.75万 | 减仓 |
| PFE | PFIZER INC | $617.00万 | 1.75% | 219,730 | 20,052 | 10.0% | $56.31万 | 加仓 |
| MRK | MERCK & CO INC | $615.13万 | 1.74% | 51,138 | -10,031 | -16.4% | -$120.66万 | 减仓 |
| PEP | PEPSICO INC | $603.32万 | 1.71% | 38,851 | 1,115 | 3.0% | $17.31万 | 加仓 |
| INDA | ISHARES TR | $561.84万 | 1.59% | 119,949 | 14,809 | 14.1% | $69.37万 | 加仓 |
| USB | US BANCORP | $558.25万 | 1.58% | 107,336 | -7,016 | -6.1% | -$36.49万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $514.72万 | 1.46% | 52,320 | 2,075 | 4.1% | $20.41万 | 加仓 |
| THD | ISHARES INC | $414.09万 | 1.17% | 59,685 | 59,685 | — | $414.09万 | 新建仓 |
| EWM | ISHARES INC | $382.19万 | 1.08% | 134,527 | -11,670 | -8.0% | -$33.15万 | 减仓 |
| — | ISHARES TR | $358.89万 | 1.02% | 144,540 | 144,540 | — | $358.89万 | 新建仓 |
| FXI | ISHARES TR | $339.82万 | 0.96% | 94,659 | 1,786 | 1.9% | $6.41万 | 加仓 |
| VNM | VANECK ETF TRUST | $336.85万 | 0.95% | 194,598 | -20,063 | -9.3% | -$34.73万 | 减仓 |
| EIDO | ISHARES TR | $316.32万 | 0.90% | 200,332 | 14,719 | 7.9% | $23.24万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $208.58万 | 0.59% | 68,387 | -2,926 | -4.1% | -$8.92万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $204.17万 | 0.58% | 87,930 | 1,253 | 1.4% | $2.91万 | 加仓 |
| LQD | ISHARES TR | $200.37万 | 0.57% | 18,384 | 330 | 1.8% | $3.60万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $199.58万 | 0.57% | 24,118 | 370 | 1.6% | $3.06万 | 加仓 |
| AOA | ISHARES TR | $90.30万 | 0.26% | 10,204 | 39 | 0.4% | $3,451 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $83.62万 | 0.24% | 27,009 | -2,480 | -8.4% | -$7.68万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $78.58万 | 0.22% | 31,750 | -18 | -0.1% | -$446 | 减仓 |
| HTFL | HEARTFLOW INC | $76.18万 | 0.22% | 31,310 | 171 | 0.5% | $4,160 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $67.09万 | 0.19% | 20,361 | -1,615 | -7.3% | -$5.32万 | 减仓 |
| EDV | VANGUARD WORLD FD | $51.58万 | 0.15% | 7,942 | 17 | 0.2% | $1,104 | 加仓 |
| ZROZ | PIMCO ETF TR | $44.10万 | 0.13% | 6,890 | 404 | 6.2% | $2.59万 | 加仓 |
| PFF | ISHARES TR | $43.93万 | 0.12% | 14,489 | -4,439 | -23.5% | -$13.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $38.38万 | 0.11% | 2,657 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $28.31万 | 0.08% | 2,277 | 242 | 11.9% | $3.01万 | 加仓 |
| IJH | ISHARES TR | $28.07万 | 0.08% | 4,156 | -338 | -7.5% | -$2.28万 | 减仓 |
| AOR | ISHARES TR | $22.26万 | 0.06% | 3,459 | -100 | -2.8% | -$6,435 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.02万 | 0.06% | 4,264 | 4,264 | — | $20.02万 | 新建仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -83,522 | -100.0% | -$802.32万 | 清仓 |
| ECH | ISHARES INC | $0 | 0.00% | 0 | -113,355 | -100.0% | -$457.95万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -122,017 | -100.0% | -$387.65万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$27.48万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -536 | -100.0% | -$21.24万 | 清仓 |