BCGM Wealth Management, LLC 13F 持仓 · 2026年Q2
BCGM Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 182 只证券，申报市值合计 4.73 亿美元。前几大持仓：ITOT（7.64%）、VCRB（5.38%）、IVV（4.17%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $36.2M | 7.64% | 220,096 | 增持 |
| 2 | VCRB | VANGUARD MALVERN FDS | $25.4M | 5.38% | 329,425 | 新建仓 |
| 3 | IVV | ISHARES TR | $19.7M | 4.17% | 26,331 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $17.1M | 3.62% | 23,222 | 减持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $15.3M | 3.23% | 224,827 | 增持 |
| 6 | IWF | ISHARES TR | $14.9M | 3.16% | 120,216 | 增持 |
| 7 | JAVA | J P MORGAN EXCHANGE TRADED F | $13.9M | 2.93% | 174,732 | 减持 |
| 8 | CORO | BLACKROCK ETF TRUST | $12.3M | 2.61% | 337,387 | 增持 |
| 9 | LLY | ELI LILLY & CO | $10.7M | 2.27% | 8,946 | 增持 |
| 10 | VIGI | VANGUARD WHITEHALL FDS | $8.5M | 1.80% | 91,367 | 增持 |
| 11 | FMB | FIRST TR EXCH TRADED FD III | $7.6M | 1.61% | 147,834 | 增持 |
| 12 | VOO | VANGUARD INDEX FDS | $7.5M | 1.58% | 10,886 | 减持 |
| 13 | GOVT | ISHARES TR | $7.2M | 1.52% | 315,310 | 增持 |
| 14 | MTUM | ISHARES TR | $6.9M | 1.46% | 20,205 | 减持 |
| 15 | XOM | EXXON MOBIL CORP | $6.8M | 1.45% | 49,996 | 增持 |
| 16 | PYLD | PIMCO ETF TR | $6.6M | 1.40% | 249,054 | 新建仓 |
| 17 | PJAN | INNOVATOR ETFS TRUST | $6.0M | 1.27% | 121,396 | 减持 |
| 18 | IEMG | ISHARES INC | $5.9M | 1.24% | 70,710 | 减持 |
| 19 | TLH | ISHARES TR | $5.8M | 1.22% | 57,319 | 减持 |
| 20 | TAXX | BONDBLOXX ETF TRUST | $5.7M | 1.21% | 112,514 | 增持 |
| 21 | PM | PHILIP MORRIS INTL INC | $5.7M | 1.20% | 31,288 | 增持 |
| 22 | QUAL | ISHARES TR | $5.6M | 1.18% | 25,332 | 减持 |
| 23 | SGOV | ISHARES TR | $5.0M | 1.06% | 49,861 | 增持 |
| 24 | THRO | BLACKROCK ETF TRUST | $5.0M | 1.06% | 116,595 | 减持 |
| 25 | BLCR | BLACKROCK ETF TRUST | $5.0M | 1.05% | 99,030 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR