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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $57.87万 | 0.21% | 663 | -37 | -5.3% | -$3.23万 | 减仓 |
| SLB | SLB LIMITED | $54.55万 | 0.20% | 10,615 | -1,824 | -14.7% | -$9.37万 | 减仓 |
| AZN | ASTRAZENECA PLC | $54.51万 | 0.20% | 2,764 | 2,764 | — | $54.51万 | 新建仓 |
| KO | COCA COLA CO | $51.69万 | 0.19% | 6,797 | -137 | -2.0% | -$1.04万 | 减仓 |
| — | EXXON MOBIL CORP | $49.12万 | 0.18% | 2,895 | -208 | -6.7% | -$3.53万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $47.65万 | 0.17% | 6,568 | 714 | 12.2% | $5.18万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $45.96万 | 0.17% | 3,510 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $45.96万 | 0.17% | 6,549 | -459 | -6.5% | -$3.22万 | 减仓 |
| AMZN | AMAZON COM INC | $44.11万 | 0.16% | 2,118 | 285 | 15.5% | $5.94万 | 加仓 |
| — | HONEYWELL INTL INC | $39.56万 | 0.14% | 1,750 | -41 | -2.3% | -$9,267 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.40万 | 0.14% | 5,247 | 800 | 18.0% | $6.01万 | 加仓 |
| LLY | ELI LILLY & CO | $38.35万 | 0.14% | 417 | -2 | -0.5% | -$1,840 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $36.84万 | 0.13% | 2,813 | -350 | -11.1% | -$4.58万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $36.53万 | 0.13% | 1,018 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $36.31万 | 0.13% | 2,500 | -126 | -4.8% | -$1.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $35.76万 | 0.13% | 2,163 | -315 | -12.7% | -$5.21万 | 减仓 |
| PSX | PHILLIPS 66 | $35.65万 | 0.13% | 1,957 | -38 | -1.9% | -$6,923 | 减仓 |
| VV | VANGUARD INDEX FDS | $35.20万 | 0.13% | 1,178 | -6 | -0.5% | -$1,793 | 减仓 |
| MRK | MERCK & CO INC | $34.33万 | 0.13% | 2,854 | -310 | -9.8% | -$3.73万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $34.05万 | 0.12% | 4,755 | 170 | 3.7% | $1.22万 | 加仓 |
| ETN | EATON CORP PLC | $33.69万 | 0.12% | 942 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $32.50万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $30.41万 | 0.11% | 1,848 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $29.79万 | 0.11% | 7,556 | 133 | 1.8% | $5,243 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $29.36万 | 0.11% | 4,091 | 253 | 6.6% | $1.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.92万 | 0.11% | 484 | 8 | 1.7% | $4,780 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $28.55万 | 0.10% | 2,148 | 98 | 4.8% | $1.30万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $28.35万 | 0.10% | 4,800 | -149 | -3.0% | -$8,801 | 减仓 |
| CINF | CINCINNATI FINL CORP | $28.32万 | 0.10% | 1,800 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.48万 | 0.10% | 1,049 | -14 | -1.3% | -$3,667 | 减仓 |
| ESGU | ISHARES TR | $26.87万 | 0.10% | 1,900 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $26.19万 | 0.10% | 5,372 | 24 | 0.4% | $1,170 | 加仓 |
| EFA | ISHARES TR | $25.70万 | 0.09% | 2,646 | 111 | 4.4% | $1.08万 | 加仓 |
| ABBV | ABBVIE INC | $25.66万 | 0.09% | 1,180 | -268 | -18.5% | -$5.83万 | 减仓 |
| DE | DEERE & CO | $25.35万 | 0.09% | 450 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $25.23万 | 0.09% | 1,967 | -23 | -1.2% | -$2,950 | 减仓 |
| CALF | PACER FDS TR | $24.54万 | 0.09% | 5,470 | 30 | 0.6% | $1,346 | 加仓 |
| PFE | PFIZER INC | $24.29万 | 0.09% | 8,652 | -625 | -6.7% | -$1.75万 | 减仓 |
| UNP | UNION PAC CORP | $24.07万 | 0.09% | 992 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $23.37万 | 0.09% | 1,970 | 92 | 4.9% | $1.09万 | 加仓 |
| AFL | AFLAC INC | $23.02万 | 0.08% | 2,098 | -811 | -27.9% | -$8.90万 | 减仓 |
| VLUE | ISHARES TR | $21.06万 | 0.08% | 1,481 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.82万 | 0.08% | 4,113 | 239 | 6.2% | $1.21万 | 重新持有 |
| XLB | SELECT SECTOR SPDR TR | $19.99万 | 0.07% | 4,000 | 4,000 | — | $19.99万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $19.33万 | 0.07% | 3,433 | 0 | 0.0% | — | 重新持有 |
| HD | HOME DEPOT INC | $19.27万 | 0.07% | 586 | -130 | -18.2% | -$4.28万 | 减仓 |
| MO | ALTRIA GROUP INC | $19.20万 | 0.07% | 2,910 | -500 | -14.7% | -$3.30万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $19.16万 | 0.07% | 317 | 317 | — | $19.16万 | 新建仓 |
| 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 |