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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $160.08万 | 0.58% | 6,556 | -147 | -2.2% | -$3.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $162.37万 | 0.59% | 11,241 | 289 | 2.6% | $4.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $165.94万 | 0.61% | 2,875 | -849 | -22.8% | -$49.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $167.20万 | 0.61% | 5,211 | 13 | 0.3% | $4,171 | 加仓 |
| QYLD | GLOBAL X FDS | $171.48万 | 0.63% | 99,990 | 1,415 | 1.4% | $2.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $173.23万 | 0.63% | 30,563 | 53 | 0.2% | $3,004 | 加仓 |
| VOE | VANGUARD INDEX FDS | $177.41万 | 0.65% | 9,627 | 527 | 5.8% | $9.71万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $184.97万 | 0.68% | 19,915 | -1,503 | -7.0% | -$13.96万 | 减仓 |
| EMR | EMERSON ELEC CO | $188.24万 | 0.69% | 14,367 | 1,045 | 7.8% | $13.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $189.82万 | 0.69% | 1,905 | -142 | -6.9% | -$14.15万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $197.72万 | 0.72% | 31,826 | 1,520 | 5.0% | $9.44万 | 加仓 |
| META | META PLATFORMS INC | $200.02万 | 0.73% | 3,496 | -717 | -17.0% | -$41.02万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $201.83万 | 0.74% | 69,715 | -1,035 | -1.5% | -$3.00万 | 减仓 |
| CSCO | CISCO SYS INC | $202.09万 | 0.74% | 26,046 | -1,528 | -5.5% | -$11.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $202.75万 | 0.74% | 8,364 | 435 | 5.5% | $10.54万 | 加仓 |
| WMT | WALMART INC | $207.90万 | 0.76% | 16,728 | -2,487 | -12.9% | -$30.91万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $209.45万 | 0.76% | 23,613 | 2,043 | 9.5% | $18.12万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $220.45万 | 0.80% | 6,423 | 23 | 0.4% | $7,894 | 加仓 |
| AMGN | AMGEN INC | $223.15万 | 0.81% | 6,342 | -185 | -2.8% | -$6.51万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $223.76万 | 0.82% | 11,659 | 12 | 0.1% | $2,303 | 加仓 |
| HYG | ISHARES TR | $224.90万 | 0.82% | 28,267 | 291 | 1.0% | $2.32万 | 加仓 |
| LOW | LOWES COS INC | $238.53万 | 0.87% | 10,095 | -869 | -7.9% | -$20.53万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $239.17万 | 0.87% | 23,295 | 183 | 0.8% | $1.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $245.47万 | 0.90% | 11,864 | 1,633 | 16.0% | $33.79万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $257.14万 | 0.94% | 22,211 | 3,206 | 16.9% | $37.12万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $268.96万 | 0.98% | 87,667 | -37,904 | -30.2% | -$116.29万 | 减仓 |
| GLD | SPDR GOLD TR | $275.90万 | 1.01% | 6,412 | -150 | -2.3% | -$6.45万 | 减仓 |
| GE | GE AEROSPACE | $282.86万 | 1.03% | 9,968 | 1,368 | 15.9% | $38.82万 | 加仓 |
| LIN | LINDE PLC | $286.10万 | 1.04% | 5,771 | 295 | 5.4% | $14.62万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $297.80万 | 1.09% | 8,628 | -54 | -0.6% | -$1.86万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $305.55万 | 1.12% | 108,814 | 6,764 | 6.6% | $18.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $317.04万 | 1.16% | 12,970 | -4,172 | -24.3% | -$101.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $323.50万 | 1.18% | 7,406 | 751 | 11.3% | $32.80万 | 加仓 |
| IJT | ISHARES TR | $336.37万 | 1.23% | 23,244 | 517 | 2.3% | $7.48万 | 加仓 |
| BLK | BLACKROCK INC | $373.72万 | 1.36% | 3,886 | -269 | -6.5% | -$25.87万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $380.76万 | 1.39% | 16,024 | 2,348 | 17.2% | $55.79万 | 加仓 |
| ADI | ANALOG DEVICES INC | $418.04万 | 1.53% | 13,140 | -1,401 | -9.6% | -$44.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $429.57万 | 1.57% | 21,894 | 1,275 | 6.2% | $25.02万 | 加仓 |
| IJK | ISHARES TR | $433.51万 | 1.58% | 43,084 | -584 | -1.3% | -$5.88万 | 减仓 |
| IJS | ISHARES TR | $468.16万 | 1.71% | 39,523 | -198 | -0.5% | -$2.35万 | 减仓 |
| SDCI | USCF ETF TR | $471.79万 | 1.72% | 173,197 | -10,746 | -5.8% | -$29.27万 | 减仓 |
| DGS | WISDOMTREE TR | $475.82万 | 1.74% | 79,171 | -489 | -0.6% | -$2.94万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $477.32万 | 1.74% | 88,311 | 918 | 1.1% | $4.96万 | 加仓 |
| IJJ | ISHARES TR | $553.13万 | 2.02% | 41,745 | -232 | -0.6% | -$3.07万 | 减仓 |
| VO | VANGUARD INDEX FDS | $556.31万 | 2.03% | 19,371 | 277 | 1.5% | $7.96万 | 加仓 |
| GOOGL | ALPHABET INC | $569.68万 | 2.08% | 19,813 | 4,406 | 28.6% | $126.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $572.29万 | 2.09% | 19,455 | -175 | -0.9% | -$5.15万 | 减仓 |
| AVGO | BROADCOM INC | $620.94万 | 2.27% | 20,062 | 402 | 2.0% | $12.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $901.37万 | 3.29% | 24,350 | -1,220 | -4.8% | -$45.16万 | 减仓 |
| DEUS | DBX ETF TR | $1,035.01万 | 3.78% | 172,819 | -3,697 | -2.1% | -$22.14万 | 减仓 |
| IVW | ISHARES TR | $1,052.97万 | 3.84% | 93,092 | 1,572 | 1.7% | $17.78万 | 加仓 |
| AAPL | APPLE INC | $1,175.68万 | 4.29% | 46,324 | 1,305 | 2.9% | $33.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,303.79万 | 4.76% | 203,463 | -118 | -0.1% | -$7,561 | 减仓 |
| IVE | ISHARES TR | $1,377.13万 | 5.03% | 65,220 | 659 | 1.0% | $13.91万 | 加仓 |