13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0002007263
申报总市值
US$2.8亿
US$2.8亿
139 檔
15.6%
截至 Q2 2024 季度末，BKM Wealth Management, LLC 的美股持仓估值约为 US$2.8亿，全数申报仓位共有 139 档。
在 Q2 2024 期间，BKM Wealth Management, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，BKM Wealth Management, LLC 的前 5 大核心持股（包含 IVE, IVW, VEA 等）合计占整体申报市值的 15.6%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 5.78% | -0.07% | +3.29% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.73% | +0.37% | +1.46% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.55% | -0.19% | +4.04% | |
| 4 | DEUS | Xtrackers Russell US Multi | ETF-其他 | 3.79% | +0.02% | -1.02% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.34% | +0.04% | +4.69% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.32% | +0.36% | -49.09% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.17% | +0.10% | -0.20% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.16% | +0.12% | +0.49% | |
| 9 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-其他 | 1.94% | — | +1.82% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.93% | -0.08% | +2.78% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.90% | +0.08% | +2.77% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | +0.05% | -64.01% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.88% | -0.04% | +3.25% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.86% | +0.08% | +5.68% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.45% | +0.13% | +2.85% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.40% | +0.02% | +2.24% | |
| 17 | BLKCHF | Blackrock Inc | 股票-其他 | 1.37% | — | +6.99% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | -0.35% | +9.52% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.21% | — | -3.80% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | +0.34% | -18.25% | |
| 21 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.11% | -0.15% | -20.84% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.09% | -0.03% | +7.02% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.04% | -0.45% | EXIT | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.01% | +0.03% | -1.01% | |
| 25 | ADI | Analog Devices Inc | 股票-科技 | 1.00% | +0.27% | -9.64% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 1.00% | -0.01% | -8.10% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.32% | -1.65% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | -0.18% | +6.92% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.96% | -0.08% | +7.42% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.93% | -0.68% | +3.88% | |
| 31 | AFL | Aflac Inc | 股票-金融 | 0.93% | -0.01% | +0.84% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.92% | +0.01% | -1.41% | |
| 33 | LIN | Linde plc | 股票-原材料 | 0.91% | -0.09% | -3.98% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.85% | -0.10% | +0.47% | |
| 35 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 0.84% | — | -7.56% | |
| 36 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.82% | -0.18% | -18.19% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | -0.04% | +3.33% | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.81% | -0.14% | +2.70% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.79% | +0.02% | +11.11% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | +0.01% | +23.97% | |
| 41 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.76% | +0.03% | -0.98% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.74% | -0.06% | +10.65% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.71% | -0.02% | -15.44% | |
| 44 | EELV | Invesco S&p Emerging Markets | ETF-新兴市场 | 0.69% | +0.03% | +10.43% | |
| 45 | LHX | L3harris Technologies Inc | 股票-工业 | 0.68% | -0.37% | +8.05% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | +0.05% | -0.21% | |
| 47 | NSC | Norfolk Southern CORP | 股票-工业 | 0.67% | — | +2.29% | |
| 48 | SPGI | S&p Global Inc | 股票-金融 | 0.66% | +0.02% | — | |
| 49 | DBC | Invesco Db Commodity Index T | ETF-避险与商品 | 0.64% | -0.22% | +16.21% | |
| 50 | GWW | Ww Grainger Inc | 股票-工业 | 0.60% | +0.37% | +15.75% |
根据 SEC 官方 Form 13F 申报备案，BKM Wealth Management, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$2.8亿，共申报了 139 个公开持股仓位。
在 Q2 2024 季度，BKM Wealth Management, LLC 按市值排列的前三大核心持股分别为：IVE (5.8%)、IVW (4.7%)、VEA (4.5%)。其中最大持股仓位 IVE 占据整体投资组合约 5.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q2 2024 季度中，BKM Wealth Management, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。