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 |
|---|---|---|---|---|---|---|---|---|
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $53.43万 | 0.19% | 6,744 | 176 | 2.7% | $1.39万 | 加仓 |
| KO | COCA COLA CO | $53.17万 | 0.19% | 6,542 | -255 | -3.8% | -$2.07万 | 减仓 |
| SHEL | SHELL PLC | $52.47万 | 0.19% | 6,766 | -291 | -4.1% | -$2.26万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.28万 | 0.18% | 3,510 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $50.40万 | 0.18% | 1,018 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $48.94万 | 0.17% | 408 | -9 | -2.2% | -$1.08万 | 减仓 |
| COWZ | PACER FDS TR | $44.72万 | 0.16% | 7,189 | -2,555 | -26.2% | -$15.89万 | 减仓 |
| DGRO | ISHARES TR | $44.66万 | 0.16% | 5,893 | -656 | -10.0% | -$4.97万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $43.94万 | 0.16% | 5,247 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $41.49万 | 0.15% | 5,088 | 5,088 | — | $41.49万 | 新建仓 |
| MMM | 3M CO | $40.48万 | 0.14% | 2,500 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $40.14万 | 0.14% | 942 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $38.63万 | 0.14% | 1,848 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $38.62万 | 0.14% | 2,825 | -70 | -2.4% | -$9,570 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.86万 | 0.13% | 2,093 | -70 | -3.2% | -$1.27万 | 减仓 |
| VV | VANGUARD INDEX FDS | $37.21万 | 0.13% | 1,082 | -96 | -8.1% | -$3.30万 | 减仓 |
| MRK | MERCK & CO INC | $36.56万 | 0.13% | 2,845 | -9 | -0.3% | -$1,156 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $35.59万 | 0.13% | 2,811 | -2 | -0.1% | -$253 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $34.48万 | 0.12% | 1,809 | -339 | -15.8% | -$6.46万 | 减仓 |
| BRC | BRADY CORP | $34.06万 | 0.12% | 3,720 | -280 | -7.0% | -$2.56万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $33.33万 | 0.12% | 1,800 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $32.68万 | 0.12% | 1,933 | -24 | -1.2% | -$4,057 | 减仓 |
| VB | VANGUARD INDEX FDS | $32.49万 | 0.12% | 1,072 | 23 | 2.2% | $6,972 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $31.21万 | 0.11% | 4,091 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $31.10万 | 0.11% | 1,900 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.14万 | 0.11% | 853 | 0 | 0.0% | — | 重新持有 |
| ABBV | ABBVIE INC | $29.69万 | 0.11% | 1,180 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $28.92万 | 0.10% | 400 | 400 | — | $28.92万 | 新建仓 |
| BAC | BANK OF AMER CORP | $28.80万 | 0.10% | 5,054 | -318 | -5.9% | -$1.81万 | 减仓 |
| EFA | ISHARES TR | $28.69万 | 0.10% | 2,762 | 116 | 4.4% | $1.21万 | 加仓 |
| DE | DEERE & CO | $28.54万 | 0.10% | 450 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.25万 | 0.10% | 265 | 265 | — | $28.25万 | 新建仓 |
| UNP | UNION PAC CORP | $26.98万 | 0.10% | 992 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $26.81万 | 0.09% | 1,342 | -139 | -9.4% | -$2.78万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $26.16万 | 0.09% | 1,809 | -161 | -8.2% | -$2.33万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.07万 | 0.09% | 3,418 | -15 | -0.4% | -$1,100 | 减仓 |
| CALF | PACER FDS TR | $24.65万 | 0.09% | 4,870 | -600 | -11.0% | -$3.04万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $24.30万 | 0.09% | 4,160 | -640 | -13.3% | -$3.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $23.35万 | 0.08% | 340 | -144 | -29.8% | -$9.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.15万 | 0.07% | 364 | 364 | — | $21.15万 | 新建仓 |
| V | VISA INC | $20.96万 | 0.07% | 611 | 611 | — | $20.96万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.94万 | 0.07% | 2,910 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $20.83万 | 0.07% | 8,652 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $20.72万 | 0.07% | 1,767 | -331 | -15.8% | -$3.88万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $20.33万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $19.81万 | 0.07% | 817 | -2,866 | -77.8% | -$69.48万 | 减仓 |
| D | DOMINION ENERGY INC | $19.80万 | 0.07% | 2,900 | 2,900 | — | $19.80万 | 新建仓 |
| DLN | WISDOMTREE TR | $19.26万 | 0.07% | 2,000 | 2,000 | — | $19.26万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -19,744 | -100.0% | -$148.69万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -6,154 | -100.0% | -$122.03万 | 清仓 |
| MFDX | PIMCO EQUITY SER | $0 | 0.00% | 0 | -26,947 | -100.0% | -$107.30万 | 清仓 |
| — | DBX ETF TR | $0 | 0.00% | 0 | -16,831 | -100.0% | -$99.28万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -8,235 | -100.0% | -$97.35万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -6,064 | -100.0% | -$64.64万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -10,615 | -100.0% | -$54.55万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,750 | -100.0% | -$39.56万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -4,755 | -100.0% | -$34.05万 | 清仓 |
| RODM | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | -7,556 | -100.0% | -$29.79万 | 清仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -1,967 | -100.0% | -$25.23万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,113 | -100.0% | -$20.82万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -586 | -100.0% | -$19.27万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -317 | -100.0% | -$19.16万 | 清仓 |