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 |
|---|---|---|---|---|---|---|---|---|
| SIVR | ABRDN SILVER ETF TRUST | $64.69万 | 0.16% | 9,034 | 473 | 5.5% | $3.39万 | 加仓 |
| VGT | VANGUARD WORLD FD | $64.68万 | 0.16% | 927 | 0 | 0.0% | — | 不变 |
| SIZE | ISHARES TR | $63.21万 | 0.16% | 3,964 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $63.02万 | 0.16% | 5,571 | 280 | 5.3% | $3.17万 | 加仓 |
| AVGO | BROADCOM INC | $59.02万 | 0.15% | 1,907 | 18 | 1.0% | $5,571 | 加仓 |
| OEF | ISHARES TR | $58.60万 | 0.15% | 1,842 | 247 | 15.5% | $7.86万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $58.57万 | 0.15% | 13,587 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $53.40万 | 0.13% | 8,536 | -91 | -1.1% | -$5,693 | 减仓 |
| CVX | CHEVRON CORPORATION | $52.21万 | 0.13% | 2,524 | -58 | -2.2% | -$1.20万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $52.11万 | 0.13% | 19,158 | 8,138 | 73.8% | $22.14万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $51.78万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $51.60万 | 0.13% | 5,700 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $48.14万 | 0.12% | 1,301 | -105 | -7.5% | -$3.89万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $48.08万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.90万 | 0.12% | 3,138 | -500 | -13.7% | -$7.31万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.56万 | 0.11% | 3,247 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $42.03万 | 0.11% | 4,750 | 177 | 3.9% | $1.57万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $41.74万 | 0.10% | 9,979 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $41.73万 | 0.10% | 6,529 | 7 | 0.1% | $447 | 加仓 |
| SUB | ISHARES TR | $40.79万 | 0.10% | 3,830 | 4 | 0.1% | $426 | 加仓 |
| PG | PROCTER & GAMBLE CO | $39.75万 | 0.10% | 2,752 | 13 | 0.5% | $1,878 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $39.35万 | 0.10% | 8,318 | -2,464 | -22.9% | -$11.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.64万 | 0.10% | 388 | 1 | 0.3% | $996 | 加仓 |
| TPLC | TIMOTHY PLAN | $38.55万 | 0.10% | 8,300 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $38.54万 | 0.10% | 7,335 | -679 | -8.5% | -$3.57万 | 减仓 |
| VHT | VANGUARD WORLD FD | $37.50万 | 0.09% | 1,377 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $37.37万 | 0.09% | 9,715 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $36.93万 | 0.09% | 6,925 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $36.73万 | 0.09% | 13,045 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.81万 | 0.09% | 7,076 | -770 | -9.8% | -$3.90万 | 减仓 |
| IWD | ISHARES TR | $35.12万 | 0.09% | 1,644 | 15 | 0.9% | $3,204 | 加仓 |
| — | PGIM ROCK ETF TR | $34.86万 | 0.09% | 11,730 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $34.68万 | 0.09% | 1,116 | 7 | 0.6% | $2,175 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $34.46万 | 0.09% | 10,108 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $34.39万 | 0.09% | 2,684 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $34.24万 | 0.09% | 2,408 | 10 | 0.4% | $1,422 | 加仓 |
| MGC | VANGUARD WORLD FD | $34.11万 | 0.09% | 1,443 | -36,462 | -96.2% | -$861.95万 | 减仓 |
| IWM | ISHARES TR | $33.94万 | 0.09% | 1,368 | 29 | 2.2% | $7,195 | 加仓 |
| IWS | ISHARES TR | $33.24万 | 0.08% | 2,281 | 1 | 0.0% | $146 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.09万 | 0.08% | 3,563 | 122 | 3.5% | $1.13万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $32.85万 | 0.08% | 4,292 | 105 | 2.5% | $8,037 | 加仓 |
| IJH | ISHARES TR | $32.76万 | 0.08% | 4,850 | 238 | 5.2% | $1.61万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $32.60万 | 0.08% | 8,191 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $32.06万 | 0.08% | 4,216 | 11 | 0.3% | $837 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.72万 | 0.08% | 1,298 | 11 | 0.9% | $2,688 | 加仓 |
| T | AT&T INC | $31.66万 | 0.08% | 10,922 | 351 | 3.3% | $1.02万 | 加仓 |
| EFAV | ISHARES TR | $30.85万 | 0.08% | 3,376 | -58 | -1.7% | -$5,299 | 减仓 |
| TSLA | TESLA INC | $30.52万 | 0.08% | 821 | 8 | 1.0% | $2,974 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $29.79万 | 0.07% | 7,107 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $29.73万 | 0.07% | 5,905 | 25 | 0.4% | $1,259 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $29.18万 | 0.07% | 7,329 | -286 | -3.8% | -$1.14万 | 减仓 |
| — | PGIM ROCK ETF TR | $28.73万 | 0.07% | 9,903 | -287 | -2.8% | -$8,326 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $28.58万 | 0.07% | 7,877 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $28.35万 | 0.07% | 1,826 | -24 | -1.3% | -$3,726 | 减仓 |
| HSY | HERSHEY CO | $28.32万 | 0.07% | 1,362 | 9 | 0.7% | $1,871 | 加仓 |
| TFI | SPDR SERIES TRUST | $27.94万 | 0.07% | 6,163 | 6,163 | — | $27.94万 | 新建仓 |
| — | AIR LEASE CORP | $27.06万 | 0.07% | 4,167 | -3,729 | -47.2% | -$24.22万 | 减仓 |
| TLT | ISHARES TR | $26.30万 | 0.07% | 3,034 | -3,063 | -50.2% | -$26.55万 | 减仓 |
| NKE | NIKE INC | $26.29万 | 0.07% | 4,977 | 301 | 6.4% | $1.59万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $26.07万 | 0.07% | 2,757 | 12 | 0.4% | $1,135 | 加仓 |
| MCK | MCKESSON CORP | $25.96万 | 0.07% | 300 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $25.51万 | 0.06% | 9,240 | 0 | 0.0% | — | 不变 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $25.21万 | 0.06% | 6,615 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.18万 | 0.06% | 2,026 | -8 | -0.4% | -$994 | 减仓 |
| IJR | ISHARES TR | $24.98万 | 0.06% | 2,010 | 85 | 4.4% | $1.06万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $24.45万 | 0.06% | 5,752 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.37万 | 0.06% | 7,610 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $24.17万 | 0.06% | 2,418 | -434 | -15.2% | -$4.34万 | 减仓 |
| ITA | ISHARES TR | $22.18万 | 0.06% | 1,014 | -12,010 | -92.2% | -$262.74万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.02万 | 0.06% | 1,761 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $21.83万 | 0.05% | 2,247 | 2 | 0.1% | $194 | 重新持有 |
| ICOW | PACER FDS TR | $21.27万 | 0.05% | 5,013 | -1,220 | -19.6% | -$5.18万 | 重新持有 |
| JULW | AIM ETF PRODUCTS TRUST | $21.22万 | 0.05% | 5,467 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $21.00万 | 0.05% | 2,919 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $20.82万 | 0.05% | 3,399 | 3,399 | — | $20.82万 | 新建仓 |
| AMGN | AMGEN INC | $20.64万 | 0.05% | 587 | -37 | -5.9% | -$1.30万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $13.06万 | 0.03% | 17,030 | 17,030 | — | $13.06万 | 新建仓 |
| — | BLINK CHARGING CO | $5,689 | 0.00% | 10,035 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -7,328 | -100.0% | -$35.67万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -337 | -100.0% | -$22.71万 | 清仓 |
| TXUE | THORNBURG ETF TR | $0 | 0.00% | 0 | -6,638 | -100.0% | -$20.81万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARCC | ARES CAPITAL CORP 看跌期权 | $0 | 0.00% | 0 | -14,200 | -100.0% | -$3,591 | 清仓 |