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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $1,377.13万 | 5.03% | 65,220 | 659 | 1.0% | $13.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,303.79万 | 4.76% | 203,463 | -118 | -0.1% | -$7,561 | 减仓 |
| AAPL | APPLE INC | $1,175.68万 | 4.29% | 46,324 | 1,305 | 2.9% | $33.12万 | 加仓 |
| IVW | ISHARES TR | $1,052.97万 | 3.84% | 93,092 | 1,572 | 1.7% | $17.78万 | 加仓 |
| DEUS | DBX ETF TR | $1,035.01万 | 3.78% | 172,819 | -3,697 | -2.1% | -$22.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $901.37万 | 3.29% | 24,350 | -1,220 | -4.8% | -$45.16万 | 减仓 |
| AVGO | BROADCOM INC | $620.94万 | 2.27% | 20,062 | 402 | 2.0% | $12.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $572.29万 | 2.09% | 19,455 | -175 | -0.9% | -$5.15万 | 减仓 |
| GOOGL | ALPHABET INC | $569.68万 | 2.08% | 19,813 | 4,406 | 28.6% | $126.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $556.31万 | 2.03% | 19,371 | 277 | 1.5% | $7.96万 | 加仓 |
| IJJ | ISHARES TR | $553.13万 | 2.02% | 41,745 | -232 | -0.6% | -$3.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $477.32万 | 1.74% | 88,311 | 918 | 1.1% | $4.96万 | 加仓 |
| DGS | WISDOMTREE TR | $475.82万 | 1.74% | 79,171 | -489 | -0.6% | -$2.94万 | 减仓 |
| SDCI | USCF ETF TR | $471.79万 | 1.72% | 173,197 | -10,746 | -5.8% | -$29.27万 | 减仓 |
| IJS | ISHARES TR | $468.16万 | 1.71% | 39,523 | -198 | -0.5% | -$2.35万 | 减仓 |
| IJK | ISHARES TR | $433.51万 | 1.58% | 43,084 | -584 | -1.3% | -$5.88万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $429.57万 | 1.57% | 21,894 | 1,275 | 6.2% | $25.02万 | 加仓 |
| ADI | ANALOG DEVICES INC | $418.04万 | 1.53% | 13,140 | -1,401 | -9.6% | -$44.57万 | 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 |
| BLK | BLACKROCK INC | $373.72万 | 1.36% | 3,886 | -269 | -6.5% | -$25.87万 | 减仓 |
| IJT | ISHARES TR | $336.37万 | 1.23% | 23,244 | 517 | 2.3% | $7.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $323.50万 | 1.18% | 7,406 | 751 | 11.3% | $32.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $317.04万 | 1.16% | 12,970 | -4,172 | -24.3% | -$101.98万 | 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 |
| LHX | L3HARRIS TECHNOLOGIES INC | $297.80万 | 1.09% | 8,628 | -54 | -0.6% | -$1.86万 | 减仓 |
| LIN | LINDE PLC | $286.10万 | 1.04% | 5,771 | 295 | 5.4% | $14.62万 | 加仓 |
| GE | GE AEROSPACE | $282.86万 | 1.03% | 9,968 | 1,368 | 15.9% | $38.82万 | 加仓 |
| GLD | SPDR GOLD TR | $275.90万 | 1.01% | 6,412 | -150 | -2.3% | -$6.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $268.96万 | 0.98% | 87,667 | -37,904 | -30.2% | -$116.29万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $257.14万 | 0.94% | 22,211 | 3,206 | 16.9% | $37.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $245.47万 | 0.90% | 11,864 | 1,633 | 16.0% | $33.79万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $239.17万 | 0.87% | 23,295 | 183 | 0.8% | $1.88万 | 加仓 |
| LOW | LOWES COS INC | $238.53万 | 0.87% | 10,095 | -869 | -7.9% | -$20.53万 | 减仓 |
| HYG | ISHARES TR | $224.90万 | 0.82% | 28,267 | 291 | 1.0% | $2.32万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $223.76万 | 0.82% | 11,659 | 12 | 0.1% | $2,303 | 加仓 |
| AMGN | AMGEN INC | $223.15万 | 0.81% | 6,342 | -185 | -2.8% | -$6.51万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $220.45万 | 0.80% | 6,423 | 23 | 0.4% | $7,894 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $209.45万 | 0.76% | 23,613 | 2,043 | 9.5% | $18.12万 | 加仓 |
| WMT | WALMART INC | $207.90万 | 0.76% | 16,728 | -2,487 | -12.9% | -$30.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $202.75万 | 0.74% | 8,364 | 435 | 5.5% | $10.54万 | 加仓 |
| CSCO | CISCO SYS INC | $202.09万 | 0.74% | 26,046 | -1,528 | -5.5% | -$11.86万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $201.83万 | 0.74% | 69,715 | -1,035 | -1.5% | -$3.00万 | 减仓 |
| META | META PLATFORMS INC | $200.02万 | 0.73% | 3,496 | -717 | -17.0% | -$41.02万 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $189.82万 | 0.69% | 1,905 | -142 | -6.9% | -$14.15万 | 减仓 |
| EMR | EMERSON ELEC CO | $188.24万 | 0.69% | 14,367 | 1,045 | 7.8% | $13.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $184.97万 | 0.68% | 19,915 | -1,503 | -7.0% | -$13.96万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $177.41万 | 0.65% | 9,627 | 527 | 5.8% | $9.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $173.23万 | 0.63% | 30,563 | 53 | 0.2% | $3,004 | 加仓 |
| QYLD | GLOBAL X FDS | $171.48万 | 0.63% | 99,990 | 1,415 | 1.4% | $2.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $167.20万 | 0.61% | 5,211 | 13 | 0.3% | $4,171 | 加仓 |
| QQQ | INVESCO QQQ TR | $165.94万 | 0.61% | 2,875 | -849 | -22.8% | -$49.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $162.37万 | 0.59% | 11,241 | 289 | 2.6% | $4.17万 | 加仓 |
| MPC | MARATHON PETE CORP | $160.08万 | 0.58% | 6,556 | -147 | -2.2% | -$3.59万 | 减仓 |
| SPGI | S&P GLOBAL INC | $157.38万 | 0.57% | 3,700 | 956 | 34.8% | $40.66万 | 加仓 |
| MCD | MCDONALDS CORP | $149.88万 | 0.55% | 4,822 | -376 | -7.2% | -$11.69万 | 减仓 |
| OMC | OMNICOM GROUP INC | $148.69万 | 0.54% | 19,744 | 4,008 | 25.5% | $30.18万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $145.30万 | 0.53% | 6,688 | 371 | 5.9% | $8.06万 | 加仓 |
| CB | CHUBB LTD SWITZ | $144.91万 | 0.53% | 4,446 | -336 | -7.0% | -$10.95万 | 减仓 |
| ASML | ASML HLDG NV | $144.76万 | 0.53% | 1,096 | -14 | -1.3% | -$1.85万 | 减仓 |
| GWW | WW GRAINGER INC | $139.41万 | 0.51% | 1,278 | 59 | 4.8% | $6.44万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $131.46万 | 0.48% | 28,498 | 1,532 | 5.7% | $7.07万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $128.21万 | 0.47% | 4,981 | 648 | 15.0% | $16.68万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $127.34万 | 0.46% | 4,213 | 273 | 6.9% | $8.25万 | 加仓 |
| PEP | PEPSICO INC | $126.27万 | 0.46% | 8,131 | -238 | -2.8% | -$3.70万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $122.03万 | 0.45% | 6,154 | 1,029 | 20.1% | $20.40万 | 加仓 |
| C | CITIGROUP INC | $121.77万 | 0.44% | 10,737 | -545 | -4.8% | -$6.18万 | 减仓 |
| EMB | ISHARES TR | $118.94万 | 0.43% | 12,662 | -222 | -1.7% | -$2.09万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $116.26万 | 0.42% | 3,440 | 44 | 1.3% | $1.49万 | 加仓 |
| ISPY | PROSHARES TR | $113.55万 | 0.41% | 26,194 | 947 | 3.8% | $4.11万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $107.30万 | 0.39% | 26,947 | 706 | 2.7% | $2.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $103.96万 | 0.38% | 5,961 | 10 | 0.2% | $1,744 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.69万 | 0.37% | 2,122 | 61 | 3.0% | $2.92万 | 加仓 |
| — | DBX ETF TR | $99.28万 | 0.36% | 16,831 | 16,831 | — | $99.28万 | 新建仓 |
| ZTS | ZOETIS INC | $97.35万 | 0.36% | 8,235 | 569 | 7.4% | $6.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $91.37万 | 0.33% | 1,404 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $90.09万 | 0.33% | 49,994 | 2,997 | 6.4% | $5.40万 | 加仓 |
| RIO | RIO TINTO PLC | $87.23万 | 0.32% | 9,350 | 9,350 | — | $87.23万 | 新建仓 |
| RTX | RTX CORPORATION | $86.75万 | 0.32% | 4,497 | 3 | 0.1% | $579 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $84.02万 | 0.31% | 2,621 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $81.70万 | 0.30% | 9,267 | -40 | -0.4% | -$3,526 | 减仓 |
| NGG | NATIONAL GRID PLC | $81.22万 | 0.30% | 9,600 | 1,956 | 25.6% | $16.55万 | 加仓 |
| IWD | ISHARES TR | $78.69万 | 0.29% | 3,683 | -43 | -1.2% | -$9,188 | 减仓 |
| SDOG | ALPS ETF TR | $78.60万 | 0.29% | 12,086 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $76.21万 | 0.28% | 11,285 | -476 | -4.0% | -$3.21万 | 减仓 |
| IJR | ISHARES TR | $76.14万 | 0.28% | 6,124 | -180 | -2.9% | -$2.24万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $68.73万 | 0.25% | 5,243 | -1 | -0.0% | -$131 | 减仓 |
| SAP | SAP SE | $68.11万 | 0.25% | 3,978 | 1,031 | 35.0% | $17.65万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $68.02万 | 0.25% | 31,755 | 940 | 3.1% | $2.01万 | 加仓 |
| BCS | BARCLAYS PLC | $66.67万 | 0.24% | 31,507 | 1,511 | 5.0% | $3.20万 | 加仓 |
| SMLF | ISHARES TR | $66.47万 | 0.24% | 8,805 | -865 | -8.9% | -$6.53万 | 减仓 |
| SHEL | SHELL PLC | $65.63万 | 0.24% | 7,057 | -73 | -1.0% | -$6,789 | 减仓 |
| IWF | ISHARES TR | $64.64万 | 0.24% | 1,516 | 126 | 9.1% | $5.37万 | 加仓 |
| SNY | SANOFI SA | $64.13万 | 0.23% | 13,310 | 2,700 | 25.4% | $13.01万 | 加仓 |
| COWZ | PACER FDS TR | $60.96万 | 0.22% | 9,744 | 211 | 2.2% | $1.32万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $60.88万 | 0.22% | 8,238 | -961 | -10.4% | -$7.10万 | 减仓 |
| AGG | ISHARES TR | $59.10万 | 0.22% | 5,953 | 93 | 1.6% | $9,233 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $58.67万 | 0.21% | 18,462 | 451 | 2.5% | $1.43万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $58.64万 | 0.21% | 6,467 | -681 | -9.5% | -$6.17万 | 减仓 |
| SONY | SONY GROUP CORP | $58.57万 | 0.21% | 28,295 | 4,359 | 18.2% | $9.02万 | 加仓 |