BCGM Wealth Management, LLC
LAFAYETTE IN · SEC CIK 0001830467
$3.98亿2026Q1 申报市值
178持仓数
31.4%前十大占比 · 第一大 4.5%
8 / 4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
CORO 新建仓+$1,007.37万
GOVT 加仓+$582.25万
BLCR 新建仓+$474.23万
IDEF 新建仓+$417.44万
ITOT 加仓+$186.16万
2026Q1 卖出最多 按季末市值估算
MGC 减仓-$861.95万
IEMG 减仓-$430.78万
IAU 减仓-$381.31万
ITA 减仓-$262.74万
BINC 减仓-$196.08万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KJAN | INNOVATOR ETFS TRUST | $93.70万 | 0.24% | 22,457 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $95.91万 | 0.24% | 19,185 | 88 | 0.5% | $4,399 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $99.43万 | 0.25% | 17,543 | -1,933 | -9.9% | -$10.96万 | 减仓 |
| — | CALAMOS ETF TR | $102.87万 | 0.26% | 35,650 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $106.09万 | 0.27% | 21,352 | -100 | -0.5% | -$4,969 | 减仓 |
| SMMU | PIMCO ETF TR | $112.24万 | 0.28% | 22,248 | -211 | -0.9% | -$1.06万 | 减仓 |
| DEO | DIAGEO PLC | $115.43万 | 0.29% | 15,504 | 1,315 | 9.3% | $9.79万 | 加仓 |
| GOOGL | ALPHABET INC | $123.07万 | 0.31% | 4,280 | 21 | 0.5% | $6,038 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $126.63万 | 0.32% | 17,196 | 1,512 | 9.6% | $11.13万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $127.20万 | 0.32% | 29,776 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $127.48万 | 0.32% | 6,121 | -442 | -6.7% | -$9.21万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $127.74万 | 0.32% | 31,982 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $128.48万 | 0.32% | 38,018 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $131.23万 | 0.33% | 5,274 | 3 | 0.1% | $746 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $136.39万 | 0.34% | 9,548 | 484 | 5.3% | $6.91万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $140.46万 | 0.35% | 46,051 | -1,272 | -2.7% | -$3.88万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $144.16万 | 0.36% | 33,480 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $144.60万 | 0.36% | 15,592 | -1,387 | -8.2% | -$12.86万 | 减仓 |
| PFE | PFIZER INC | $152.75万 | 0.38% | 54,398 | 5,180 | 10.5% | $14.55万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $154.69万 | 0.39% | 74,727 | 6,147 | 9.0% | $12.72万 | 加仓 |
| ICSH | ISHARES TR | $156.69万 | 0.39% | 30,954 | -248 | -0.8% | -$1.26万 | 减仓 |
| GNTX | GENTEX CORP | $156.80万 | 0.39% | 71,761 | 4,429 | 6.6% | $9.68万 | 加仓 |
| SGOV | ISHARES TR | $165.68万 | 0.42% | 16,460 | 16,460 | — | $165.68万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $167.34万 | 0.42% | 8,483 | 313 | 3.8% | $6.17万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $179.22万 | 0.45% | 7,777 | -254 | -3.2% | -$5.85万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $184.26万 | 0.46% | 60,057 | -1,195 | -2.0% | -$3.67万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $190.20万 | 0.48% | 13,647 | 1,901 | 16.2% | $26.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $204.26万 | 0.51% | 7,549 | 747 | 11.0% | $20.21万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $211.78万 | 0.53% | 11,354 | 551 | 5.1% | $10.28万 | 加仓 |
| CVS | CVS HEALTH CORP | $212.17万 | 0.53% | 29,541 | 1,262 | 4.5% | $9.06万 | 加仓 |
| KR | KROGER CO | $220.26万 | 0.55% | 30,440 | 211 | 0.7% | $1.53万 | 加仓 |
| SAM | BOSTON BEER INC | $229.11万 | 0.58% | 9,944 | 339 | 3.5% | $7.81万 | 加仓 |
| IAU | ISHARES GOLD TR | $238.79万 | 0.60% | 27,086 | -43,252 | -61.5% | -$381.31万 | 减仓 |
| DIS | DISNEY WALT CO | $250.48万 | 0.63% | 25,988 | 1,133 | 4.6% | $10.92万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $250.53万 | 0.63% | 51,849 | -569 | -1.1% | -$2.75万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $253.34万 | 0.64% | 368,763 | 133,471 | 56.7% | $91.69万 | 加仓 |
| ISTB | ISHARES TR | $260.83万 | 0.66% | 53,825 | 3,251 | 6.4% | $15.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $297.61万 | 0.75% | 59,285 | 2,539 | 4.5% | $12.75万 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $302.50万 | 0.76% | 269,371 | 14,453 | 5.7% | $16.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $313.23万 | 0.79% | 17,960 | -303 | -1.7% | -$5.28万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $314.79万 | 0.79% | 118,297 | 9,837 | 9.1% | $26.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $316.87万 | 0.80% | 10,772 | -822 | -7.1% | -$24.18万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $318.07万 | 0.80% | 67,560 | -1,467 | -2.1% | -$6.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $342.29万 | 0.86% | 7,143 | 260 | 3.8% | $12.46万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $360.31万 | 0.91% | 80,661 | 18,631 | 30.0% | $83.22万 | 加仓 |
| VO | VANGUARD INDEX FDS | $363.78万 | 0.91% | 12,667 | -450 | -3.4% | -$12.92万 | 减仓 |
| LOVE | LOVESAC COMPANY | $371.38万 | 0.93% | 251,440 | 9,908 | 4.1% | $14.63万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $372.90万 | 0.94% | 71,809 | -37,759 | -34.5% | -$196.08万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $378.73万 | 0.95% | 75,493 | 8,028 | 11.9% | $40.27万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $379.35万 | 0.95% | 74,412 | 746 | 1.0% | $3.80万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $384.31万 | 0.97% | 88,165 | 6,888 | 8.5% | $30.02万 | 加仓 |
| — | COTERRA ENERGY INC | $385.38万 | 0.97% | 109,669 | 6,226 | 6.0% | $21.88万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $409.97万 | 1.03% | 63,977 | -3,498 | -5.2% | -$22.42万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $417.44万 | 1.05% | 127,580 | 127,580 | — | $417.44万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $422.68万 | 1.06% | 11,126 | 592 | 5.6% | $22.49万 | 加仓 |
| MUB | ISHARES TR | $445.11万 | 1.12% | 41,932 | -1,280 | -3.0% | -$13.59万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $447.97万 | 1.13% | 27,094 | 837 | 3.2% | $13.84万 | 加仓 |
| LLY | ELI LILLY & CO | $451.49万 | 1.13% | 4,909 | -21 | -0.4% | -$1.93万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $453.91万 | 1.14% | 124,426 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $456.44万 | 1.15% | 91,489 | 11,195 | 13.9% | $55.85万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $474.23万 | 1.19% | 115,498 | 115,498 | — | $474.23万 | 新建仓 |
| AAPL | APPLE INC | $485.83万 | 1.22% | 19,143 | -191 | -1.0% | -$4.85万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $495.34万 | 1.24% | 103,089 | 4,468 | 4.5% | $21.47万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $504.71万 | 1.27% | 7,398 | 133 | 1.8% | $9.07万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $528.10万 | 1.33% | 428,656 | -62,702 | -12.8% | -$77.25万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $544.15万 | 1.37% | 150,235 | 5,067 | 3.5% | $18.35万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $545.65万 | 1.37% | 107,931 | 6,826 | 6.8% | $34.51万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $564.96万 | 1.42% | 122,471 | 0 | 0.0% | — | 不变 |
| — | DIAMOND HILL INVT GROUP INC | $578.14万 | 1.45% | 33,593 | -186 | -0.6% | -$3.20万 | 减仓 |
| GOVT | ISHARES TR | $617.95万 | 1.55% | 269,727 | 254,145 | 1,631.0% | $582.25万 | 加仓 |
| TLH | ISHARES TR | $619.31万 | 1.56% | 61,488 | 1,187 | 2.0% | $11.96万 | 加仓 |
| MTUM | ISHARES TR | $629.11万 | 1.58% | 26,214 | 551 | 2.1% | $13.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $650.69万 | 1.63% | 10,889 | 98 | 0.9% | $5.86万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $699.21万 | 1.76% | 138,020 | 16,267 | 13.4% | $82.41万 | 加仓 |
| IEMG | ISHARES INC | $769.67万 | 1.93% | 110,347 | -61,761 | -35.9% | -$430.78万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $782.38万 | 1.97% | 88,444 | 2,305 | 2.7% | $20.39万 | 加仓 |
| — | EXXON MOBIL CORP | $811.26万 | 2.04% | 47,817 | 2,024 | 4.4% | $34.34万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,007.37万 | 2.53% | 313,306 | 313,306 | — | $1,007.37万 | 新建仓 |
| QUAL | ISHARES TR | $1,029.26万 | 2.59% | 53,660 | -410 | -0.8% | -$7.86万 | 减仓 |
| IWF | ISHARES TR | $1,205.87万 | 3.03% | 28,280 | 807 | 2.9% | $34.41万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,267.62万 | 3.18% | 217,879 | -14,876 | -6.4% | -$86.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,364.80万 | 3.43% | 23,646 | -356 | -1.5% | -$20.55万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,497.57万 | 3.76% | 208,721 | -1,575 | -0.7% | -$11.30万 | 减仓 |
| IVV | ISHARES TR | $1,748.31万 | 4.39% | 26,765 | -456 | -1.7% | -$29.79万 | 减仓 |
| ITOT | ISHARES TR | $1,788.48万 | 4.49% | 125,569 | 13,070 | 11.6% | $186.16万 | 加仓 |