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 |
|---|---|---|---|---|---|---|---|---|
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -33,593 | -100.0% | -$578.14万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -109,669 | -100.0% | -$385.38万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -25,988 | -100.0% | -$250.48万 | 清仓 |
| — | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -74,727 | -100.0% | -$154.69万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -6,450 | -100.0% | -$65.65万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,076 | -100.0% | -$35.81万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,922 | -100.0% | -$31.66万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -4,167 | -100.0% | -$27.06万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,034 | -100.0% | -$26.30万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,977 | -100.0% | -$26.29万 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,757 | -100.0% | -$26.07万 | 清仓 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -5,013 | -100.0% | -$21.27万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,399 | -100.0% | -$20.82万 | 清仓 |
| — | BLINK CHARGING CO | $6,420 | 0.00% | 10,035 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $20.16万 | 0.04% | 23,030 | 6,000 | 35.2% | $5.25万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $20.18万 | 0.04% | 4,397 | -1,355 | -23.6% | -$6.22万 | 减仓 |
| HEFA | ISHARES TR | $20.52万 | 0.04% | 4,372 | 4,372 | — | $20.52万 | 新建仓 |
| SRE | SEMPRA | $21.21万 | 0.04% | 2,288 | 41 | 1.8% | $3,800 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $21.27万 | 0.04% | 3,163 | 3,163 | — | $21.27万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.33万 | 0.05% | 2,367 | -8,310 | -77.8% | -$74.87万 | 重新持有 |
| AMGN | AMGEN INC | $21.70万 | 0.05% | 599 | 12 | 2.0% | $4,348 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.93万 | 0.05% | 312 | 312 | — | $21.93万 | 新建仓 |
| JULW | AIM ETF PRODUCTS TRUST | $22.32万 | 0.05% | 5,467 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $22.72万 | 0.05% | 3,148 | 229 | 7.8% | $1.65万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.05万 | 0.05% | 596 | -100 | -14.4% | -$3.87万 | 重新持有 |
| MCK | MCKESSON CORP | $23.12万 | 0.05% | 306 | 6 | 2.0% | $4,534 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.45万 | 0.05% | 2,723 | 2,308 | 556.1% | $19.88万 | 重新持有 |
| HSY | HERSHEY CO | $23.46万 | 0.05% | 1,337 | -25 | -1.8% | -$4,387 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $24.03万 | 0.05% | 7,901 | -1,339 | -14.5% | -$4.07万 | 减仓 |
| WMT | WALMART INC | $24.36万 | 0.05% | 2,151 | 125 | 6.2% | $1.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $24.67万 | 0.05% | 661 | -640 | -49.2% | -$23.89万 | 减仓 |
| V | VISA INC | $25.05万 | 0.05% | 730 | 730 | — | $25.05万 | 新建仓 |
| GOOG | ALPHABET INC | $25.24万 | 0.05% | 714 | 714 | — | $25.24万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $25.77万 | 0.05% | 1,761 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $25.85万 | 0.05% | 7,610 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $26.21万 | 0.06% | 1,935 | 109 | 6.0% | $1.48万 | 加仓 |
| CAT | CATERPILLAR INC | $26.62万 | 0.06% | 250 | 250 | — | $26.62万 | 新建仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $27.09万 | 0.06% | 6,615 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $28.65万 | 0.06% | 5,068 | -2,267 | -30.9% | -$12.81万 | 减仓 |
| EFAV | ISHARES TR | $29.41万 | 0.06% | 3,353 | -23 | -0.7% | -$2,017 | 减仓 |
| IJR | ISHARES TR | $29.53万 | 0.06% | 1,991 | -19 | -0.9% | -$2,818 | 减仓 |
| MEAR | ISHARES U S ETF TR | $29.96万 | 0.06% | 5,946 | 41 | 0.7% | $2,066 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $30.00万 | 0.06% | 7,877 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $30.26万 | 0.06% | 7,084 | -245 | -3.3% | -$1.05万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $30.45万 | 0.06% | 3,469 | -94 | -2.6% | -$8,251 | 减仓 |
| — | PGIM ROCK ETF TR | $30.65万 | 0.06% | 9,903 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $30.78万 | 0.07% | 1,139 | 23 | 2.1% | $6,216 | 加仓 |
| ITA | ISHARES TR | $31.95万 | 0.07% | 1,318 | 304 | 30.0% | $7.37万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $32.00万 | 0.07% | 7,107 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $34.57万 | 0.07% | 8,191 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $34.63万 | 0.07% | 1,364 | 66 | 5.1% | $1.68万 | 加仓 |
| IXN | ISHARES TR | $34.93万 | 0.07% | 2,418 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.29万 | 0.07% | 958 | 958 | — | $35.29万 | 新建仓 |
| KO | COCA COLA CO | $35.70万 | 0.08% | 4,393 | 177 | 4.2% | $1.44万 | 加仓 |
| IJH | ISHARES TR | $35.91万 | 0.08% | 4,657 | -193 | -4.0% | -$1.49万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $36.50万 | 0.08% | 10,108 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $36.70万 | 0.08% | 11,730 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.36万 | 0.08% | 3,202 | 64 | 2.0% | $7,467 | 加仓 |
| IWS | ISHARES TR | $37.54万 | 0.08% | 2,281 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $37.58万 | 0.08% | 402 | 14 | 3.6% | $1.31万 | 加仓 |
| MGC | VANGUARD WORLD FD | $37.94万 | 0.08% | 1,386 | -57 | -4.0% | -$1.56万 | 减仓 |
| — | ISHARES TR | $38.00万 | 0.08% | 13,045 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $38.79万 | 0.08% | 4,414 | 122 | 2.8% | $1.07万 | 加仓 |
| SUB | ISHARES TR | $39.25万 | 0.08% | 3,686 | -144 | -3.8% | -$1.53万 | 减仓 |
| IWP | ISHARES TR | $39.30万 | 0.08% | 2,684 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $39.74万 | 0.08% | 9,715 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $39.88万 | 0.08% | 1,645 | 1 | 0.1% | $242 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.39万 | 0.09% | 2,754 | 2 | 0.1% | $293 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $40.77万 | 0.09% | 6,925 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $41.12万 | 0.09% | 4,258 | -1,442 | -25.3% | -$13.93万 | 减仓 |
| IWM | ISHARES TR | $41.12万 | 0.09% | 1,369 | 1 | 0.1% | $300 | 加仓 |
| VHT | VANGUARD WORLD FD | $41.17万 | 0.09% | 1,377 | 0 | 0.0% | — | 不变 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $41.24万 | 0.09% | 8,748 | 430 | 5.2% | $2.03万 | 加仓 |
| TPLC | TIMOTHY PLAN | $41.79万 | 0.09% | 8,300 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $43.00万 | 0.09% | 6,363 | -166 | -2.5% | -$1.12万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $43.14万 | 0.09% | 9,979 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $44.31万 | 0.09% | 2,673 | 149 | 5.9% | $2.47万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $46.34万 | 0.10% | 3,387 | 140 | 4.3% | $1.92万 | 加仓 |
| AOA | ISHARES TR | $47.24万 | 0.10% | 4,840 | 90 | 1.9% | $8,784 | 加仓 |
| VLUE | ISHARES TR | $48.22万 | 0.10% | 2,413 | 5 | 0.2% | $999 | 加仓 |
| TSLA | TESLA INC | $49.29万 | 0.10% | 1,172 | 351 | 42.8% | $14.76万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $50.49万 | 0.11% | 10,097 | -5,380 | -34.8% | -$26.90万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $50.73万 | 0.11% | 9,023 | -11 | -0.1% | -$618 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $52.73万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $53.82万 | 0.11% | 10,624 | -8,561 | -44.6% | -$43.37万 | 减仓 |
| META | META PLATFORMS INC | $55.48万 | 0.12% | 985 | -365 | -27.0% | -$20.56万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $56.51万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $59.69万 | 0.13% | 12,862 | -725 | -5.3% | -$3.36万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $61.06万 | 0.13% | 20,047 | 889 | 4.6% | $2.71万 | 加仓 |
| COWZ | PACER FDS TR | $61.57万 | 0.13% | 9,899 | 1,363 | 16.0% | $8.48万 | 加仓 |
| OEF | ISHARES TR | $65.98万 | 0.14% | 1,803 | -39 | -2.1% | -$1.43万 | 减仓 |
| SIZE | ISHARES TR | $70.67万 | 0.15% | 3,964 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $71.19万 | 0.15% | 5,624 | 261 | 4.9% | $3.30万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $72.72万 | 0.15% | 17,505 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $75.07万 | 0.16% | 8,462 | 380 | 4.7% | $3.37万 | 加仓 |
| AVGO | BROADCOM INC | $77.25万 | 0.16% | 2,045 | 138 | 7.2% | $5.21万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $77.71万 | 0.16% | 21,302 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $78.35万 | 0.17% | 13,873 | -3,670 | -20.9% | -$20.73万 | 减仓 |
| D | DOMINION ENERGY INC | $80.59万 | 0.17% | 11,801 | 364 | 3.2% | $2.49万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $81.26万 | 0.17% | 13,367 | -398 | -2.9% | -$2.42万 | 减仓 |