13F 机构持仓

BKM Wealth Management, LLC

BROOKFIELD WI · SEC CIK 0002007263

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVE 5.0%
VEA 4.8%
AAPL 4.3%
IVW 3.8%
DEUS 3.8%
MSFT 3.3%
AVGO 2.3%
JPM 2.1%
GOOGL 2.1%
VO 2.0%

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 $00.00%0 -10,929-100.0% -$86.36万 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -12,684-100.0% -$68.28万 清仓
RPM RPM INTL INC $00.00%0 -5,322-100.0% -$55.35万 清仓
AZN ASTRAZENECA PLC $00.00%0 -2,652-100.0% -$48.77万 清仓
GOOG ALPHABET INC $00.00%0 —— — 申报中断
NSC NORFOLK SOUTHN CORP $00.00%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 00.0% — 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 2396.2% $1.21万 重新持有
VLUE ISHARES TR $21.06万0.08%1,481 00.0% — 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%1,970 924.9% $1.09万 加仓
UNP UNION PAC CORP $24.07万0.09%992 00.0% — 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%5,470 300.6% $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 00.0% — 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 1114.4% $1.08万 加仓
BAC BANK AMERICA CORP $26.19万0.10%5,372 240.4% $1,170 加仓
ESGU ISHARES TR $26.87万0.10%1,900 00.0% — 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 00.0% — 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%2,148 984.8% $1.30万 加仓
VOO VANGUARD INDEX FDS $28.92万0.11%484 81.7% $4,780 加仓
LNT ALLIANT ENERGY CORP $29.36万0.11%4,091 2536.6% $1.82万 加仓
RODM LATTICE STRATEGIES TR $29.79万0.11%7,556 1331.8% $5,243 加仓
MS MORGAN STANLEY $30.41万0.11%1,848 00.0% — 不变
BRC BRADY CORP $32.50万0.12%4,000 00.0% — 不变
ETN EATON CORP PLC $33.69万0.12%942 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $34.05万0.12%4,755 1703.7% $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 00.0% — 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 80018.0% $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 28515.5% $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 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $47.65万0.17%6,568 71412.2% $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 4,35918.2% $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 4512.5% $1.43万 加仓
AGG ISHARES TR $59.10万0.22%5,953 931.6% $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 2112.2% $1.32万 加仓
SNY SANOFI SA $64.13万0.23%13,310 2,70025.4% $13.01万 加仓
IWF ISHARES TR $64.64万0.24%1,516 1269.1% $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 1,5115.0% $3.20万 加仓
PEY INVESCO EXCHANGE TRADED FD T $68.02万0.25%31,755 9403.1% $2.01万 加仓
SAP SAP SE $68.11万0.25%3,978 1,03135.0% $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 00.0% — 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 1,95625.6% $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 00.0% — 不变
RTX RTX CORPORATION $86.75万0.32%4,497 30.1% $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 2,9976.4% $5.40万 加仓
SPY STATE STR SPDR S&P 500 ETF T $91.37万0.33%1,404 00.0% — 不变
ZTS ZOETIS INC $97.35万0.36%8,235 5697.4% $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%2,122 613.0% $2.92万 加仓
NVDA NVIDIA CORPORATION $103.96万0.38%5,961 100.2% $1,744 加仓
MFDX PIMCO EQUITY SER $107.30万0.39%26,947 7062.7% $2.81万 加仓
ISPY PROSHARES TR $113.55万0.41%26,194 9473.8% $4.11万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $116.26万0.42%3,440 441.3% $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 1,02920.1% $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 2736.9% $8.25万 加仓
VOT VANGUARD INDEX FDS $128.21万0.47%4,981 64815.0% $16.68万 加仓
BAR GRANITESHARES GOLD TR $131.46万0.48%28,498 1,5325.7% $7.07万 加仓
GWW WW GRAINGER INC $139.41万0.51%1,278 594.8% $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 3715.9% $8.06万 加仓
OMC OMNICOM GROUP INC $148.69万0.54%19,744 4,00825.5% $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 95634.8% $40.66万 加仓