BKM Wealth Management, LLC 13F 持仓 · 2026年Q2
BKM Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 2.82 亿美元。前几大持仓：IVE（4.96%）、AAPL（4.65%）、VEA（4.57%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $14.0M | 4.96% | 61,664 | 减持 |
| 2 | AAPL | APPLE INC | $13.1M | 4.65% | 45,360 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $12.9M | 4.57% | 181,119 | 减持 |
| 4 | IVW | ISHARES TR | $11.9M | 4.21% | 86,516 | 减持 |
| 5 | DEUS | DBX ETF TR | $10.7M | 3.80% | 164,445 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $9.4M | 3.34% | 25,316 | 增持 |
| 7 | AVGO | BROADCOM INC | $7.3M | 2.58% | 19,317 | 减持 |
| 8 | GOOGL | ALPHABET INC | $7.2M | 2.54% | 20,104 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $6.9M | 2.43% | 20,960 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $6.0M | 2.13% | 74,696 | 增持 |
| 11 | IJJ | ISHARES TR | $5.8M | 2.06% | 39,374 | 减持 |
| 12 | ADI | ANALOG DEVICES INC | $5.1M | 1.80% | 12,810 | 减持 |
| 13 | IJS | ISHARES TR | $5.1M | 1.79% | 37,020 | 减持 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $4.8M | 1.70% | 15,816 | 减持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $4.8M | 1.70% | 80,565 | 减持 |
| 16 | DGS | WISDOMTREE TR | $4.7M | 1.66% | 72,376 | 减持 |
| 17 | IJK | ISHARES TR | $4.7M | 1.66% | 39,900 | 减持 |
| 18 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.48% | 16,493 | 增持 |
| 19 | IJT | ISHARES TR | $3.9M | 1.37% | 21,580 | 减持 |
| 20 | GE | GE AEROSPACE | $3.7M | 1.31% | 9,900 | 减持 |
| 21 | SDCI | USCF ETF TR | $3.7M | 1.30% | 139,172 | 减持 |
| 22 | BLK | BLACKROCK INC | $3.6M | 1.26% | 3,706 | 减持 |
| 23 | VTV | VANGUARD INDEX FDS | $3.4M | 1.22% | 15,802 | 减持 |
| 24 | CSCO | CISCO SYS INC | $3.4M | 1.19% | 28,627 | 增持 |
| 25 | EELV | INVESCO EXCH TRADED FD TR II | $3.2M | 1.15% | 116,580 | 增持 |
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