BKM Wealth Management, LLC
BROOKFIELD WI · SEC CIK 0002007263
$2.74亿2026Q1 申报市值
148持仓数
33.5%前十大占比 · 第一大 5.0%
5 / 5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
GOOGL 加仓+$126.69万
DBX ETF TR 新建仓+$99.28万
RIO 新建仓+$87.23万
QQQM 加仓+$55.79万
AZN 新建仓+$54.51万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$116.29万
JNJ 减仓-$101.98万
CL 清仓-$86.36万
MDLZ 清仓-$68.28万
RPM 清仓-$55.35万
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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -10,929 | -100.0% | -$86.36万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -12,684 | -100.0% | -$68.28万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -5,322 | -100.0% | -$55.35万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,652 | -100.0% | -$48.77万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -711 | -100.0% | -$20.53万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $19.16万 | 0.07% | 317 | 317 | — | $19.16万 | 新建仓 |
| MO | ALTRIA GROUP INC | $19.20万 | 0.07% | 2,910 | -500 | -14.7% | -$3.30万 | 重新持有 |
| HD | HOME DEPOT INC | $19.27万 | 0.07% | 586 | -130 | -18.2% | -$4.28万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $19.33万 | 0.07% | 3,433 | 0 | 0.0% | — | 重新持有 |
| XLB | SELECT SECTOR SPDR TR | $19.99万 | 0.07% | 4,000 | 4,000 | — | $19.99万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.82万 | 0.08% | 4,113 | 239 | 6.2% | $1.21万 | 重新持有 |
| VLUE | ISHARES TR | $21.06万 | 0.08% | 1,481 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $23.02万 | 0.08% | 2,098 | -811 | -27.9% | -$8.90万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.37万 | 0.09% | 1,970 | 92 | 4.9% | $1.09万 | 加仓 |
| UNP | UNION PAC CORP | $24.07万 | 0.09% | 992 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.29万 | 0.09% | 8,652 | -625 | -6.7% | -$1.75万 | 减仓 |
| CALF | PACER FDS TR | $24.54万 | 0.09% | 5,470 | 30 | 0.6% | $1,346 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $25.23万 | 0.09% | 1,967 | -23 | -1.2% | -$2,950 | 减仓 |
| DE | DEERE & CO | $25.35万 | 0.09% | 450 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.66万 | 0.09% | 1,180 | -268 | -18.5% | -$5.83万 | 减仓 |
| EFA | ISHARES TR | $25.70万 | 0.09% | 2,646 | 111 | 4.4% | $1.08万 | 加仓 |
| BAC | BANK AMERICA CORP | $26.19万 | 0.10% | 5,372 | 24 | 0.4% | $1,170 | 加仓 |
| ESGU | ISHARES TR | $26.87万 | 0.10% | 1,900 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.48万 | 0.10% | 1,049 | -14 | -1.3% | -$3,667 | 减仓 |
| CINF | CINCINNATI FINL CORP | $28.32万 | 0.10% | 1,800 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $28.35万 | 0.10% | 4,800 | -149 | -3.0% | -$8,801 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.55万 | 0.10% | 2,148 | 98 | 4.8% | $1.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.92万 | 0.11% | 484 | 8 | 1.7% | $4,780 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $29.36万 | 0.11% | 4,091 | 253 | 6.6% | $1.82万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $29.79万 | 0.11% | 7,556 | 133 | 1.8% | $5,243 | 加仓 |
| MS | MORGAN STANLEY | $30.41万 | 0.11% | 1,848 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $32.50万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $33.69万 | 0.12% | 942 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $34.05万 | 0.12% | 4,755 | 170 | 3.7% | $1.22万 | 加仓 |
| MRK | MERCK & CO INC | $34.33万 | 0.13% | 2,854 | -310 | -9.8% | -$3.73万 | 减仓 |
| VV | VANGUARD INDEX FDS | $35.20万 | 0.13% | 1,178 | -6 | -0.5% | -$1,793 | 减仓 |
| PSX | PHILLIPS 66 | $35.65万 | 0.13% | 1,957 | -38 | -1.9% | -$6,923 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $35.76万 | 0.13% | 2,163 | -315 | -12.7% | -$5.21万 | 减仓 |
| MMM | 3M CO | $36.31万 | 0.13% | 2,500 | -126 | -4.8% | -$1.83万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $36.53万 | 0.13% | 1,018 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $36.84万 | 0.13% | 2,813 | -350 | -11.1% | -$4.58万 | 减仓 |
| LLY | ELI LILLY & CO | $38.35万 | 0.14% | 417 | -2 | -0.5% | -$1,840 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.40万 | 0.14% | 5,247 | 800 | 18.0% | $6.01万 | 加仓 |
| — | HONEYWELL INTL INC | $39.56万 | 0.14% | 1,750 | -41 | -2.3% | -$9,267 | 减仓 |
| AMZN | AMAZON COM INC | $44.11万 | 0.16% | 2,118 | 285 | 15.5% | $5.94万 | 加仓 |
| DGRO | ISHARES TR | $45.96万 | 0.17% | 6,549 | -459 | -6.5% | -$3.22万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $45.96万 | 0.17% | 3,510 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $47.65万 | 0.17% | 6,568 | 714 | 12.2% | $5.18万 | 加仓 |
| — | EXXON MOBIL CORP | $49.12万 | 0.18% | 2,895 | -208 | -6.7% | -$3.53万 | 减仓 |
| KO | COCA COLA CO | $51.69万 | 0.19% | 6,797 | -137 | -2.0% | -$1.04万 | 减仓 |
| AZN | ASTRAZENECA PLC | $54.51万 | 0.20% | 2,764 | 2,764 | — | $54.51万 | 新建仓 |
| SLB | SLB LIMITED | $54.55万 | 0.20% | 10,615 | -1,824 | -14.7% | -$9.37万 | 减仓 |
| GEV | GE VERNOVA INC | $57.87万 | 0.21% | 663 | -37 | -5.3% | -$3.23万 | 减仓 |
| SONY | SONY GROUP CORP | $58.57万 | 0.21% | 28,295 | 4,359 | 18.2% | $9.02万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $58.64万 | 0.21% | 6,467 | -681 | -9.5% | -$6.17万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $58.67万 | 0.21% | 18,462 | 451 | 2.5% | $1.43万 | 加仓 |
| AGG | ISHARES TR | $59.10万 | 0.22% | 5,953 | 93 | 1.6% | $9,233 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $60.88万 | 0.22% | 8,238 | -961 | -10.4% | -$7.10万 | 减仓 |
| COWZ | PACER FDS TR | $60.96万 | 0.22% | 9,744 | 211 | 2.2% | $1.32万 | 加仓 |
| SNY | SANOFI SA | $64.13万 | 0.23% | 13,310 | 2,700 | 25.4% | $13.01万 | 加仓 |
| IWF | ISHARES TR | $64.64万 | 0.24% | 1,516 | 126 | 9.1% | $5.37万 | 加仓 |
| SHEL | SHELL PLC | $65.63万 | 0.24% | 7,057 | -73 | -1.0% | -$6,789 | 减仓 |
| SMLF | ISHARES TR | $66.47万 | 0.24% | 8,805 | -865 | -8.9% | -$6.53万 | 减仓 |
| BCS | BARCLAYS PLC | $66.67万 | 0.24% | 31,507 | 1,511 | 5.0% | $3.20万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $68.02万 | 0.25% | 31,755 | 940 | 3.1% | $2.01万 | 加仓 |
| SAP | SAP SE | $68.11万 | 0.25% | 3,978 | 1,031 | 35.0% | $17.65万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $68.73万 | 0.25% | 5,243 | -1 | -0.0% | -$131 | 减仓 |
| IJR | ISHARES TR | $76.14万 | 0.28% | 6,124 | -180 | -2.9% | -$2.24万 | 减仓 |
| IJH | ISHARES TR | $76.21万 | 0.28% | 11,285 | -476 | -4.0% | -$3.21万 | 减仓 |
| SDOG | ALPS ETF TR | $78.60万 | 0.29% | 12,086 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $78.69万 | 0.29% | 3,683 | -43 | -1.2% | -$9,188 | 减仓 |
| NGG | NATIONAL GRID PLC | $81.22万 | 0.30% | 9,600 | 1,956 | 25.6% | $16.55万 | 加仓 |
| IAU | ISHARES GOLD TR | $81.70万 | 0.30% | 9,267 | -40 | -0.4% | -$3,526 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $84.02万 | 0.31% | 2,621 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $86.75万 | 0.32% | 4,497 | 3 | 0.1% | $579 | 加仓 |
| RIO | RIO TINTO PLC | $87.23万 | 0.32% | 9,350 | 9,350 | — | $87.23万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $90.09万 | 0.33% | 49,994 | 2,997 | 6.4% | $5.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $91.37万 | 0.33% | 1,404 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $97.35万 | 0.36% | 8,235 | 569 | 7.4% | $6.73万 | 加仓 |
| — | DBX ETF TR | $99.28万 | 0.36% | 16,831 | 16,831 | — | $99.28万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.69万 | 0.37% | 2,122 | 61 | 3.0% | $2.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $103.96万 | 0.38% | 5,961 | 10 | 0.2% | $1,744 | 加仓 |
| MFDX | PIMCO EQUITY SER | $107.30万 | 0.39% | 26,947 | 706 | 2.7% | $2.81万 | 加仓 |
| ISPY | PROSHARES TR | $113.55万 | 0.41% | 26,194 | 947 | 3.8% | $4.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $116.26万 | 0.42% | 3,440 | 44 | 1.3% | $1.49万 | 加仓 |
| EMB | ISHARES TR | $118.94万 | 0.43% | 12,662 | -222 | -1.7% | -$2.09万 | 减仓 |
| C | CITIGROUP INC | $121.77万 | 0.44% | 10,737 | -545 | -4.8% | -$6.18万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $122.03万 | 0.45% | 6,154 | 1,029 | 20.1% | $20.40万 | 加仓 |
| PEP | PEPSICO INC | $126.27万 | 0.46% | 8,131 | -238 | -2.8% | -$3.70万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $127.34万 | 0.46% | 4,213 | 273 | 6.9% | $8.25万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $128.21万 | 0.47% | 4,981 | 648 | 15.0% | $16.68万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $131.46万 | 0.48% | 28,498 | 1,532 | 5.7% | $7.07万 | 加仓 |
| GWW | WW GRAINGER INC | $139.41万 | 0.51% | 1,278 | 59 | 4.8% | $6.44万 | 加仓 |
| ASML | ASML HLDG NV | $144.76万 | 0.53% | 1,096 | -14 | -1.3% | -$1.85万 | 减仓 |
| CB | CHUBB LTD SWITZ | $144.91万 | 0.53% | 4,446 | -336 | -7.0% | -$10.95万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $145.30万 | 0.53% | 6,688 | 371 | 5.9% | $8.06万 | 加仓 |
| OMC | OMNICOM GROUP INC | $148.69万 | 0.54% | 19,744 | 4,008 | 25.5% | $30.18万 | 加仓 |
| MCD | MCDONALDS CORP | $149.88万 | 0.55% | 4,822 | -376 | -7.2% | -$11.69万 | 减仓 |
| SPGI | S&P GLOBAL INC | $157.38万 | 0.57% | 3,700 | 956 | 34.8% | $40.66万 | 加仓 |