BKM Wealth Management, LLC
- SEC CIK
- 0002007263
- 最新申報
- 2026/7/29
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 157
- 較 2025 年第 1 季 −1
- 總值
- $2.56 億
- 較 2025 年第 1 季 +$1,311 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 51,147 | $133.6 萬 | 0.5% | −11,916−18.9% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 8,737 | $136.3 萬 | 0.5% | −14−0.2% | 減碼 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 64,668 | $141.0 萬 | 0.6% | −802−1.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,097 | $146.5 萬 | 0.6% | −15−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,520 | $151.7 萬 | 0.6% | −134−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,195 | $157.9 萬 | 0.6% | +6+0.1% | 加碼 | – |
| NEENextera Energy Inc | Stock | 22,891 | $158.9 萬 | 0.6% | −387−1.7% | 減碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 24,695 | $167.8 萬 | 0.7% | −3,676−13.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 18,973 | $169.0 萬 | 0.7% | +78+0.4% | 加碼 | – |
| GWWW.W. Grainger, Inc. | Stock | 1,641 | $170.7 萬 | 0.7% | +121+8.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,726 | $178.6 萬 | 0.7% | +1,296+29.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,208 | $181.4 萬 | 0.7% | −2,591−29.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 13,617 | $181.6 萬 | 0.7% | −261−1.9% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 7,284 | $182.7 萬 | 0.7% | −98−1.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 32,609 | $185.4 萬 | 0.7% | +1,114+3.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 19,214 | $187.9 萬 | 0.7% | −158−0.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,594 | $189.5 萬 | 0.7% | −174−4.6% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,430 | $191.2 萬 | 0.7% | +4,609+163.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,436 | $196.2 萬 | 0.8% | +73+1.1% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 19,045 | $198.4 萬 | 0.8% | +170+0.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 29,131 | $202.1 萬 | 0.8% | +353+1.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,937 | $202.3 萬 | 0.8% | −37−0.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,402 | $206.7 萬 | 0.8% | +267+3.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,235 | $209.6 萬 | 0.8% | −225−3.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,740 | $213.4 萬 | 0.8% | −168−1.4% | 減碼 | – |
| CVXChevron Corp | Stock | 15,383 | $220.3 萬 | 0.9% | +197+1.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,032 | $229.6 萬 | 0.9% | −121−0.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,889 | $232.6 萬 | 0.9% | −120−1.5% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 29,039 | $234.2 萬 | 0.9% | +312+1.1% | 加碼 | – |
| LINLinde PLC | Stock | 5,163 | $242.2 萬 | 0.9% | +33+0.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 8,535 | $255.1 萬 | 1.0% | −218−2.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,836 | $255.9 萬 | 1.0% | +184+3.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,586 | $256.0 萬 | 1.0% | −19−0.7% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 25,716 | $271.2 萬 | 1.1% | −186−0.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,365 | $277.0 萬 | 1.1% | −382−1.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 12,014 | $286.0 萬 | 1.1% | +176+1.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 108,017 | $286.2 萬 | 1.1% | +12,658+13.3% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 22,702 | $302.0 萬 | 1.2% | −66−0.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,340 | $306.5 萬 | 1.2% | +289+1.7% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 15,351 | $340.6 萬 | 1.3% | +49+0.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,607 | $378.5 萬 | 1.5% | −112−3.0% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 39,418 | $392.2 萬 | 1.5% | +416+1.1% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 43,665 | $397.3 萬 | 1.6% | −58−0.1% | 減碼 | – |
| iShares U S ETF Tr46431W564 | COMMODITY CURVE | 216,801 | $426.0 萬 | 1.7% | +10,368+5.0% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 79,191 | $437.5 萬 | 1.7% | −1,065−1.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 88,733 | $438.9 萬 | 1.7% | −803−0.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 16,786 | $462.7 萬 | 1.8% | +84+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,331 | $502.4 萬 | 2.0% | +35+0.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 41,160 | $508.7 萬 | 2.0% | −113−0.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,989 | $531.4 萬 | 2.1% | +1,666+9.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,675 | $533.7 萬 | 2.1% | −364−3.6% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 166,791 | $937.6 萬 | 3.7% | +13,023+8.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 50,337 | $1,033 萬 | 4.0% | −862−1.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 96,263 | $1,060 萬 | 4.1% | −2,096−2.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 192,776 | $1,099 萬 | 4.3% | −4,241−2.2% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 63,429 | $1,240 萬 | 4.8% | −360−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 25,253 | $1,256 萬 | 4.9% | −1,632−6.1% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 13,171 | $78.4 萬 | 0.3% | 歷史 |
| PPGPPG Industries Inc | Stock | 4,847 | $53.0 萬 | 0.2% | 歷史 |
| VZVerizon Communications Inc | Stock | 4,224 | $19.2 萬 | 0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,299 | $19.0 萬 | 0.1% | – |