BKM Wealth Management, LLC
- SEC CIK
- 0002007263
- 最新申報
- 2026/7/29
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/11 申報。只含多頭部位。
- 持股檔數
- 592
- 2023 年第 3 季沒有申報
- 總值
- $2.35 億
- 2023 年第 3 季沒有申報
BKM Wealth Management, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 8,824,648 | $1,302 萬 | 5.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 62,080 | $1,080 萬 | 4.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 24,402 | $917.6 萬 | 3.9% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 312,661 | $883.5 萬 | 3.8% | – | – | – |
| AAPLApple Inc. | Stock | 43,863 | $844.5 萬 | 3.6% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 102,400 | $769.0 萬 | 3.3% | – | – | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 161,194 | $767.5 萬 | 3.3% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,421 | $449.6 萬 | 1.9% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 4,278,236 | $440.9 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,458 | $429.4 萬 | 1.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 92,497 | $380.2 萬 | 1.6% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 36,406 | $375.2 萬 | 1.6% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 43,778 | $346.8 萬 | 1.5% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 178,733 | $309.9 萬 | 1.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 13,296 | $295.9 萬 | 1.3% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 22,810 | $285.4 萬 | 1.2% | – | – | – |
| BLKBlackRock, Inc. | COM | 3,397 | $275.8 萬 | 1.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,567 | $268.9 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,005 | $252.6 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 14,363 | $244.3 萬 | 1.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 16,111 | $236.1 萬 | 1.0% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 7,910 | $234.6 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,429 | $215.7 萬 | 0.9% | – | – | – |
| PSXPhillips 66 | Stock | 15,496 | $206.3 萬 | 0.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,829 | $201.6 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 17,858 | $196.6 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 12,448 | $195.1 萬 | 0.8% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,765 | $193.9 萬 | 0.8% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,759 | $177.0 萬 | 0.8% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,677 | $174.2 萬 | 0.7% | – | – | – |
| ACNAccenture plc | Stock | 4,868 | $170.8 萬 | 0.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,644,982 | $168.9 萬 | 0.7% | – | – | – |
| LINLinde PLC | Stock | 4,088 | $167.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,291 | $164.5 萬 | 0.7% | – | – | – |
| PEPPepsiCo Inc | Stock | 9,683 | $164.5 萬 | 0.7% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 19,505 | $164.2 萬 | 0.7% | – | – | 歷史 |
| BARGraniteShares Gold Trust | SHS BEN INT | 78,901 | $160.9 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 27,275 | $160.4 萬 | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 10,612 | $158.3 萬 | 0.7% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,752 | $157.3 萬 | 0.7% | – | – | 歷史 |
| AFLAflac Inc | Stock | 18,884 | $155.8 萬 | 0.7% | – | – | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 39,333 | $155.1 萬 | 0.7% | – | – | – |
| INTCIntel Corp | Stock | 29,805 | $149.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,286 | $149.1 萬 | 0.6% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 9,025 | $147.6 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,073 | $146.1 萬 | 0.6% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,719 | $135.2 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 26,173 | $132.2 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 14,946 | $132.1 萬 | 0.6% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,953 | $128.9 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,942 | $125.2 萬 | 0.5% | – | – | 歷史 |
| CBChubb Ltd | Stock | 5,487 | $124.0 萬 | 0.5% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,766 | $123.8 萬 | 0.5% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 10,319 | $122.9 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,510 | $119.3 萬 | 0.5% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 2,460 | $117.4 萬 | 0.5% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 4,211 | $115.3 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,029 | $115.3 萬 | 0.5% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 5,214 | $109.8 萬 | 0.5% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 44,541 | $107.1 萬 | 0.5% | – | – | – |
| CMCSAComcast Corp | Stock | 23,594 | $103.5 萬 | 0.4% | – | – | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 46,440 | $102.4 萬 | 0.4% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,176 | $101.8 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 9,235 | $100.3 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 16,114 | $97.9 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 6,617 | $94.2 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 11,421 | $94.1 萬 | 0.4% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,104 | $91.5 萬 | 0.4% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 9,379 | $91.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,074 | $89.7 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,091 | $88.3 萬 | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 17,409 | $87.4 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,784 | $87.2 萬 | 0.4% | – | – | – |
| RTXRTX Corp | Stock | 9,051 | $76.2 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,025 | $76.1 萬 | 0.3% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 5,102 | $75.7 萬 | 0.3% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 37,165 | $74.4 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,626 | $72.8 萬 | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 586,834 | $71.7 萬 | 0.3% | – | – | – |
| ASMLASML Holding NV | ADR | 944 | $71.5 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,032 | $70.1 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 12,846 | $67.2 萬 | 0.3% | – | – | – |
| CCitigroup Inc | Stock | 12,983 | $66.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,031 | $66.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,648 | $65.7 萬 | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 80,756 | $65.6 萬 | 0.3% | – | – | – |
| ESEversource Energy | Stock | 10,601 | $65.4 萬 | 0.3% | – | – | 歷史 |
| CMSCMS Energy Corp | COM | 11,190 | $65.0 萬 | 0.3% | – | – | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 21,592 | $64.4 萬 | 0.3% | – | – | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 12,223 | $62.7 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 28,653 | $60.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,658 | $58.0 萬 | 0.2% | – | – | – |
| SONYSony Group Corp | SPONSORED ADR | 5,973 | $56.6 萬 | 0.2% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 7,027 | $56.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,283 | $55.2 萬 | 0.2% | – | – | – |
| PPGPPG Industries Inc | Stock | 3,576 | $53.5 萬 | 0.2% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 10,116 | $52.6 萬 | 0.2% | – | – | – |
| SHWSherwin Williams Co | COM | 1,621 | $50.6 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,968 | $50.5 萬 | 0.2% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 13,889 | $50.0 萬 | 0.2% | – | – | 歷史 |