BKM Wealth Management, LLC
BROOKFIELD WI · SEC CIK 0002007263
$2.82亿2026Q2 申报市值
148持仓数
35.2%前十大占比 · 第一大 5.0%
13 / 14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
PANW 新建仓+$123.31万
AMZN 加仓+$121.93万
WST 新建仓+$105.22万
CEG 新建仓+$105.09万
ROP 新建仓+$103.38万
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$159.20万
ABT 减仓-$157.53万
OMC 清仓-$148.69万
VTV 减仓-$132.77万
ACN 清仓-$122.03万
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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $1,400.15万 | 4.96% | 61,664 | -3,556 | -5.5% | -$80.74万 | 减仓 |
| AAPL | APPLE INC | $1,312.56万 | 4.65% | 45,360 | -964 | -2.1% | -$27.89万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,290.48万 | 4.57% | 181,119 | -22,344 | -11.0% | -$159.20万 | 减仓 |
| IVW | ISHARES TR | $1,189.86万 | 4.21% | 86,516 | -6,576 | -7.1% | -$90.44万 | 减仓 |
| DEUS | DBX ETF TR | $1,073.83万 | 3.80% | 164,445 | -8,374 | -4.8% | -$54.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $944.34万 | 3.34% | 25,316 | 966 | 4.0% | $36.03万 | 加仓 |
| AVGO | BROADCOM INC | $729.70万 | 2.58% | 19,317 | -745 | -3.7% | -$28.14万 | 减仓 |
| GOOGL | ALPHABET INC | $718.46万 | 2.54% | 20,104 | 291 | 1.5% | $10.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $686.09万 | 2.43% | 20,960 | 1,505 | 7.7% | $49.26万 | 加仓 |
| VO | VANGUARD INDEX FDS | $601.83万 | 2.13% | 74,696 | -2,788 | -3.6% | -$22.46万 | 减仓 |
| IJJ | ISHARES TR | $581.68万 | 2.06% | 39,374 | -2,371 | -5.7% | -$35.03万 | 减仓 |
| ADI | ANALOG DEVICES INC | $508.78万 | 1.80% | 12,810 | -330 | -2.5% | -$13.11万 | 减仓 |
| IJS | ISHARES TR | $505.99万 | 1.79% | 37,020 | -2,503 | -6.3% | -$34.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $480.89万 | 1.70% | 80,565 | -7,746 | -8.8% | -$46.24万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $479.18万 | 1.70% | 15,816 | -208 | -1.3% | -$6.30万 | 减仓 |
| IJK | ISHARES TR | $468.83万 | 1.66% | 39,900 | -3,184 | -7.4% | -$37.41万 | 减仓 |
| DGS | WISDOMTREE TR | $468.35万 | 1.66% | 72,376 | -6,795 | -8.6% | -$43.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $418.88万 | 1.48% | 16,493 | 3,523 | 27.2% | $89.47万 | 加仓 |
| IJT | ISHARES TR | $385.43万 | 1.37% | 21,580 | -1,664 | -7.2% | -$29.72万 | 减仓 |
| GE | GE AEROSPACE | $369.99万 | 1.31% | 9,900 | -68 | -0.7% | -$2.54万 | 减仓 |
| SDCI | USCF ETF TR | $367.97万 | 1.30% | 139,172 | -34,025 | -19.6% | -$89.96万 | 减仓 |
| BLK | BLACKROCK INC | $356.36万 | 1.26% | 3,706 | -180 | -4.6% | -$17.31万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $344.39万 | 1.22% | 15,802 | -6,092 | -27.8% | -$132.77万 | 减仓 |
| CSCO | CISCO SYS INC | $336.25万 | 1.19% | 28,627 | 2,581 | 9.9% | $30.32万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $324.10万 | 1.15% | 116,580 | 7,766 | 7.1% | $21.59万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $281.09万 | 1.00% | 32,631 | -11,805 | -26.6% | -$101.69万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $273.90万 | 0.97% | 86,377 | -1,290 | -1.5% | -$4.09万 | 减仓 |
| LIN | LINDE PLC | $267.88万 | 0.95% | 5,162 | -609 | -10.6% | -$31.60万 | 减仓 |
| CVX | CHEVRON CORPORATION | $261.52万 | 0.93% | 15,777 | 3,913 | 33.0% | $64.86万 | 加仓 |
| GWW | WW GRAINGER INC | $249.23万 | 0.88% | 1,832 | 554 | 43.3% | $75.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $243.91万 | 0.86% | 8,673 | 309 | 3.7% | $8.69万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $235.15万 | 0.83% | 11,052 | -607 | -5.2% | -$12.92万 | 减仓 |
| WMT | WALMART INC | $228.88万 | 0.81% | 20,208 | 3,480 | 20.8% | $39.42万 | 加仓 |
| ASML | ASML HLDG NV | $219.24万 | 0.78% | 1,102 | 6 | 0.5% | $1.19万 | 加仓 |
| AMGN | AMGEN INC | $206.95万 | 0.73% | 5,715 | -627 | -9.9% | -$22.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $205.97万 | 0.73% | 2,797 | -78 | -2.7% | -$5.74万 | 减仓 |
| GLD | SPDR GOLD TR | $205.92万 | 0.73% | 5,590 | -822 | -12.8% | -$30.28万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $203.79万 | 0.72% | 7,013 | -1,615 | -18.7% | -$46.93万 | 减仓 |
| LOW | LOWES COS INC | $202.72万 | 0.72% | 9,194 | -901 | -8.9% | -$19.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $201.10万 | 0.71% | 22,912 | 2,997 | 15.0% | $26.30万 | 加仓 |
| HYG | ISHARES TR | $199.20万 | 0.71% | 24,909 | -3,358 | -11.9% | -$26.85万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $197.95万 | 0.70% | 20,528 | -3,085 | -13.1% | -$29.75万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $187.57万 | 0.66% | 5,295 | -1,128 | -17.6% | -$39.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $185.13万 | 0.66% | 5,003 | -208 | -4.0% | -$7.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $184.29万 | 0.65% | 1,970 | 65 | 3.4% | $6.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $173.11万 | 0.61% | 11,805 | 564 | 5.0% | $8.27万 | 加仓 |
| AMZN | AMAZON COM INC | $172.42万 | 0.61% | 7,234 | 5,116 | 241.5% | $121.93万 | 加仓 |
| EMR | EMERSON ELEC CO | $169.95万 | 0.60% | 11,872 | -2,495 | -17.4% | -$35.72万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $165.62万 | 0.59% | 3,468 | 28 | 0.8% | $1.34万 | 加仓 |
| SPGI | S&P GLOBAL INC | $165.47万 | 0.59% | 4,063 | 363 | 9.8% | $14.78万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $157.72万 | 0.56% | 13,507 | -8,704 | -39.2% | -$101.64万 | 减仓 |
| MPC | MARATHON PETE CORP | $157.21万 | 0.56% | 6,149 | -407 | -6.2% | -$10.41万 | 减仓 |
| CB | CHUBB LIMITED | $156.50万 | 0.55% | 4,593 | 147 | 3.3% | $5.01万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $149.30万 | 0.53% | 26,434 | -4,129 | -13.5% | -$23.32万 | 减仓 |
| C | CITIGROUP INC | $146.94万 | 0.52% | 10,499 | -238 | -2.2% | -$3.33万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $146.74万 | 0.52% | 55,042 | -14,673 | -21.0% | -$39.12万 | 减仓 |
| MCD | MCDONALDS CORP | $146.74万 | 0.52% | 5,428 | 606 | 12.6% | $16.38万 | 加仓 |
| META | META PLATFORMS INC | $144.60万 | 0.51% | 2,567 | -929 | -26.6% | -$52.33万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $141.26万 | 0.50% | 7,148 | -2,479 | -25.8% | -$48.99万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $136.54万 | 0.48% | 34,540 | 6,042 | 21.2% | $23.88万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $134.59万 | 0.48% | 21,438 | -10,388 | -32.6% | -$65.22万 | 减仓 |
| EMB | ISHARES TR | $132.05万 | 0.47% | 13,692 | 1,030 | 8.1% | $9.93万 | 加仓 |
| QYLD | GLOBAL X FDS | $125.76万 | 0.45% | 68,234 | -31,756 | -31.8% | -$58.53万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $125.12万 | 0.44% | 5,149 | -1,539 | -23.0% | -$37.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $123.31万 | 0.44% | 3,616 | 3,616 | — | $123.31万 | 新建仓 |
| PEP | PEPSICO INC | $123.14万 | 0.44% | 9,094 | 963 | 11.8% | $13.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $121.19万 | 0.43% | 6,057 | 96 | 1.6% | $1.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $114.54万 | 0.41% | 2,289 | 167 | 7.9% | $8.36万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $112.75万 | 0.40% | 3,083 | -1,130 | -26.8% | -$41.33万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $112.11万 | 0.40% | 3,660 | -1,321 | -26.5% | -$40.46万 | 减仓 |
| ISPY | PROSHARES TR | $107.75万 | 0.38% | 22,359 | -3,835 | -14.6% | -$18.48万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $105.22万 | 0.37% | 2,931 | 2,931 | — | $105.22万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $105.09万 | 0.37% | 4,231 | 4,231 | — | $105.09万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $104.05万 | 0.37% | 56,152 | 6,158 | 12.3% | $11.41万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $103.38万 | 0.37% | 3,055 | 3,055 | — | $103.38万 | 新建仓 |
| BCS | BARCLAYS PLC | $92.05万 | 0.33% | 34,269 | 2,762 | 8.8% | $7.42万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $90.45万 | 0.32% | 2,627 | 6 | 0.2% | $2,066 | 加仓 |
| NGG | NATIONAL GRID PLC | $86.25万 | 0.31% | 10,408 | 808 | 8.4% | $6.70万 | 加仓 |
| RIO | RIO TINTO PLC | $86.20万 | 0.31% | 9,080 | -270 | -2.9% | -$2.56万 | 减仓 |
| RTX | RTX CORPORATION | $85.38万 | 0.30% | 4,500 | 3 | 0.1% | $569 | 加仓 |
| INTC | INTEL CORP | $83.55万 | 0.30% | 5,984 | 5,984 | — | $83.55万 | 新建仓 |
| IJH | ISHARES TR | $78.84万 | 0.28% | 10,224 | -1,061 | -9.4% | -$8.18万 | 减仓 |
| SDOG | ALPS ETF TR | $78.15万 | 0.28% | 11,455 | -631 | -5.2% | -$4.30万 | 减仓 |
| IJR | ISHARES TR | $77.14万 | 0.27% | 5,201 | -923 | -15.1% | -$13.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $76.45万 | 0.27% | 1,023 | -381 | -27.1% | -$28.47万 | 减仓 |
| SMLF | ISHARES TR | $74.87万 | 0.27% | 8,399 | -406 | -4.6% | -$3.62万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $71.54万 | 0.25% | 5,229 | -14 | -0.3% | -$1,915 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $71.07万 | 0.25% | 30,660 | -1,095 | -3.4% | -$2.54万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $70.60万 | 0.25% | 7,055 | 588 | 9.1% | $5.88万 | 加仓 |
| IAU | ISHARES GOLD TR | $66.63万 | 0.24% | 8,824 | -443 | -4.8% | -$3.35万 | 减仓 |
| GEV | GE VERNOVA INC | $66.14万 | 0.23% | 563 | -100 | -15.1% | -$11.75万 | 减仓 |
| AGG | ISHARES TR | $65.51万 | 0.23% | 6,618 | 665 | 11.2% | $6.58万 | 加仓 |
| SAP | SAP SE | $64.02万 | 0.23% | 4,154 | 176 | 4.4% | $2.71万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $60.38万 | 0.21% | 20,959 | 2,497 | 13.5% | $7.19万 | 加仓 |
| SNY | SANOFI SA | $59.84万 | 0.21% | 14,026 | 716 | 5.4% | $3.05万 | 加仓 |
| AZN | ASTRAZENECA PLC | $58.21万 | 0.21% | 3,070 | 306 | 11.1% | $5.80万 | 加仓 |
| SONY | SONY GROUP CORP | $57.04万 | 0.20% | 28,433 | 138 | 0.5% | $2,768 | 加仓 |
| EOG | EOG RES INC | $56.96万 | 0.20% | 4,391 | 4,391 | — | $56.96万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $56.05万 | 0.20% | 7,729 | -509 | -6.2% | -$3.69万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $53.86万 | 0.19% | 5,935 | -17,360 | -74.5% | -$157.53万 | 减仓 |