BCGM Wealth Management, LLC
LAFAYETTE IN · SEC CIK 0001830467
$4.73亿2026Q2 申报市值
182持仓数
36.8%前十大占比 · 第一大 7.6%
14 / 13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
VCRB 新建仓+$2,544.24万
ITOT 加仓+$1,552.79万
PYLD 新建仓+$660.49万
LLY 加仓+$484.24万
LPX 新建仓+$411.37万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$621.59万
DIAMOND HILL INV 清仓-$578.14万
COTERRA ENERGY I 清仓-$385.38万
IEMG 减仓-$328.35万
JAVA 减仓-$269.91万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $3,615.51万 | 7.64% | 220,096 | 94,527 | 75.3% | $1,552.79万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,544.24万 | 5.38% | 329,425 | 329,425 | — | $2,544.24万 | 新建仓 |
| IVV | ISHARES TR | $1,971.90万 | 4.17% | 26,331 | -434 | -1.6% | -$32.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,710.07万 | 3.62% | 23,222 | -424 | -1.8% | -$31.22万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,529.05万 | 3.23% | 224,827 | 6,948 | 3.2% | $47.25万 | 加仓 |
| IWF | ISHARES TR | $1,492.73万 | 3.16% | 120,216 | 7,096 | 6.3% | $88.11万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,387.55万 | 2.93% | 174,732 | -33,989 | -16.3% | -$269.91万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,234.84万 | 2.61% | 337,387 | 24,081 | 7.7% | $88.14万 | 加仓 |
| LLY | ELI LILLY & CO | $1,073.07万 | 2.27% | 8,946 | 4,037 | 82.2% | $484.24万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $853.19万 | 1.80% | 91,367 | 2,923 | 3.3% | $27.30万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $759.38万 | 1.61% | 147,834 | 9,814 | 7.1% | $50.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $747.67万 | 1.58% | 10,886 | -3 | -0.0% | -$2,060 | 减仓 |
| GOVT | ISHARES TR | $718.28万 | 1.52% | 315,310 | 45,583 | 16.9% | $103.84万 | 加仓 |
| MTUM | ISHARES TR | $692.67万 | 1.46% | 20,205 | -6,009 | -22.9% | -$206.00万 | 减仓 |
| — | EXXON MOBIL CORP | $683.55万 | 1.45% | 49,996 | 2,179 | 4.6% | $29.79万 | 加仓 |
| PYLD | PIMCO ETF TR | $660.49万 | 1.40% | 249,054 | 249,054 | — | $660.49万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $600.79万 | 1.27% | 121,396 | -1,075 | -0.9% | -$5.32万 | 减仓 |
| IEMG | ISHARES INC | $585.76万 | 1.24% | 70,710 | -39,637 | -35.9% | -$328.35万 | 减仓 |
| TLH | ISHARES TR | $575.20万 | 1.22% | 57,319 | -4,169 | -6.8% | -$41.84万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $570.90万 | 1.21% | 112,514 | 4,583 | 4.2% | $23.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $566.03万 | 1.20% | 31,288 | 4,194 | 15.5% | $75.87万 | 加仓 |
| QUAL | ISHARES TR | $555.85万 | 1.18% | 25,332 | -28,328 | -52.8% | -$621.59万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $502.64万 | 1.06% | 116,595 | -33,640 | -22.4% | -$145.02万 | 减仓 |
| SGOV | ISHARES TR | $501.95万 | 1.06% | 49,861 | 33,401 | 202.9% | $336.25万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $498.81万 | 1.05% | 99,030 | -16,468 | -14.3% | -$82.95万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $497.57万 | 1.05% | 102,741 | -348 | -0.3% | -$1.69万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $494.80万 | 1.05% | 85,754 | 5,093 | 6.3% | $29.39万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $486.66万 | 1.03% | 96,216 | 4,727 | 5.2% | $23.91万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $481.22万 | 1.02% | 124,426 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $471.10万 | 1.00% | 148,236 | 20,656 | 16.2% | $65.64万 | 加仓 |
| MUB | ISHARES TR | $440.10万 | 0.93% | 40,894 | -1,038 | -2.5% | -$11.17万 | 减仓 |
| LOVE | LOVESAC CO | $439.21万 | 0.93% | 263,157 | 11,717 | 4.7% | $19.56万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $411.37万 | 0.87% | 52,297 | 52,297 | — | $411.37万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $404.59万 | 0.86% | 92,775 | 4,610 | 5.2% | $20.10万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $394.71万 | 0.83% | 7,750 | 352 | 4.8% | $17.93万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $390.64万 | 0.83% | 76,822 | 1,329 | 1.8% | $6.76万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $388.98万 | 0.82% | 82,867 | 15,307 | 22.7% | $71.85万 | 加仓 |
| AAPL | APPLE INC | $388.09万 | 0.82% | 13,412 | -5,731 | -29.9% | -$165.83万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $386.66万 | 0.82% | 399,445 | 30,682 | 8.3% | $29.70万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $383.62万 | 0.81% | 73,294 | 1,485 | 2.1% | $7.77万 | 加仓 |
| VO | VANGUARD INDEX FDS | $369.90万 | 0.78% | 45,911 | -4,757 | -9.4% | -$38.33万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $369.49万 | 0.78% | 435,204 | 6,548 | 1.5% | $5.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $361.98万 | 0.77% | 11,058 | 286 | 2.7% | $9.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $361.08万 | 0.76% | 18,046 | 86 | 0.5% | $1.72万 | 加仓 |
| GNTX | GENTEX CORP | $355.07万 | 0.75% | 140,509 | 68,748 | 95.8% | $173.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $346.91万 | 0.73% | 48,689 | -15,288 | -23.9% | -$108.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $333.64万 | 0.71% | 8,027 | 478 | 6.3% | $19.87万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $329.78万 | 0.70% | 124,444 | 6,147 | 5.2% | $16.29万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $320.93万 | 0.68% | 11,466 | 340 | 3.1% | $9.52万 | 加仓 |
| CVS | CVS HEALTH CORP | $316.68万 | 0.67% | 30,612 | 1,071 | 3.6% | $11.08万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $299.24万 | 0.63% | 72,420 | 72,420 | — | $299.24万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $291.25万 | 0.62% | 12,343 | 3,860 | 45.5% | $91.08万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $287.47万 | 0.61% | 49,848 | -2,001 | -3.9% | -$11.54万 | 减仓 |
| ISTB | ISHARES TR | $271.99万 | 0.58% | 56,372 | 2,547 | 4.7% | $12.29万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $265.89万 | 0.56% | 11,889 | 535 | 4.7% | $11.96万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $265.18万 | 0.56% | 62,630 | 3,345 | 5.6% | $14.16万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $265.06万 | 0.56% | 5,297 | -1,846 | -25.8% | -$92.37万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $252.91万 | 0.53% | 10,992 | 10,992 | — | $252.91万 | 新建仓 |
| FPI | FARMLAND PARTNERS INC | $237.73万 | 0.50% | 245,589 | -23,782 | -8.8% | -$23.02万 | 减仓 |
| IAU | ISHARES GOLD TR | $227.78万 | 0.48% | 30,166 | 3,080 | 11.4% | $23.26万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $209.06万 | 0.44% | 7,776 | -1 | -0.0% | -$269 | 减仓 |
| GILD | GILEAD SCIENCES INC | $183.23万 | 0.39% | 14,503 | 856 | 6.3% | $10.81万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $181.99万 | 0.38% | 77,378 | 39,096 | 102.1% | $91.95万 | 加仓 |
| SAM | BOSTON BEER INC | $181.40万 | 0.38% | 10,247 | 303 | 3.0% | $5.36万 | 加仓 |
| KR | KROGER CO | $178.30万 | 0.38% | 32,108 | 1,668 | 5.5% | $9.26万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $175.46万 | 0.37% | 55,332 | -4,725 | -7.9% | -$14.98万 | 减仓 |
| TFI | SPDR SERIES TRUST | $161.94万 | 0.34% | 35,358 | 29,195 | 473.7% | $133.71万 | 加仓 |
| GOOGL | ALPHABET INC | $159.51万 | 0.34% | 4,463 | 183 | 4.3% | $6.54万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $155.91万 | 0.33% | 44,790 | -1,261 | -2.7% | -$4.39万 | 减仓 |
| AMZN | AMAZON COM INC | $155.45万 | 0.33% | 6,522 | 401 | 6.6% | $9.56万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $154.18万 | 0.33% | 33,480 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $150.59万 | 0.32% | 29,527 | -44,885 | -60.3% | -$228.92万 | 减仓 |
| USMV | ISHARES TR | $140.27万 | 0.30% | 14,542 | -1,050 | -6.7% | -$10.13万 | 减仓 |
| PFE | PFIZER INC | $137.33万 | 0.29% | 57,029 | 2,631 | 4.8% | $6.34万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $135.90万 | 0.29% | 29,776 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $132.19万 | 0.28% | 38,018 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $132.09万 | 0.28% | 31,982 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $131.34万 | 0.28% | 9,993 | 445 | 4.7% | $5.85万 | 加仓 |
| DEO | DIAGEO PLC | $129.32万 | 0.27% | 16,088 | 584 | 3.8% | $4.69万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $125.15万 | 0.26% | 17,048 | -148 | -0.9% | -$1.09万 | 减仓 |
| ICSH | ISHARES TR | $119.41万 | 0.25% | 23,609 | -7,345 | -23.7% | -$37.15万 | 减仓 |
| RIG | TRANSOCEAN LTD | $119.24万 | 0.25% | 243,842 | 243,842 | — | $119.24万 | 新建仓 |
| IWY | ISHARES TR | $119.17万 | 0.25% | 4,101 | -1,173 | -22.2% | -$34.09万 | 减仓 |
| IVW | ISHARES TR | $117.88万 | 0.25% | 8,572 | 3,001 | 53.9% | $41.27万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $115.96万 | 0.25% | 21,352 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $104.30万 | 0.22% | 35,650 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $104.18万 | 0.22% | 20,740 | 20,740 | — | $104.18万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $102.47万 | 0.22% | 22,457 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $102.16万 | 0.22% | 20,231 | -2,017 | -9.1% | -$10.19万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $98.94万 | 0.21% | 22,645 | -48 | -0.2% | -$2,097 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.75万 | 0.20% | 1,242 | 4 | 0.3% | $2,987 | 加仓 |
| VTI | VANGUARD INDEX FDS | $89.38万 | 0.19% | 2,415 | 1 | 0.0% | $370 | 加仓 |
| VGT | VANGUARD WORLD FD | $85.77万 | 0.18% | 7,176 | -240 | -3.2% | -$2.87万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $84.80万 | 0.18% | 19,693 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $83.56万 | 0.18% | 25,022 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $81.26万 | 0.17% | 13,367 | -398 | -2.9% | -$2.42万 | 减仓 |
| D | DOMINION ENERGY INC | $80.59万 | 0.17% | 11,801 | 364 | 3.2% | $2.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $78.35万 | 0.17% | 13,873 | -3,670 | -20.9% | -$20.73万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $77.71万 | 0.16% | 21,302 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $77.25万 | 0.16% | 2,045 | 138 | 7.2% | $5.21万 | 加仓 |