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
158 檔
18.7%
BKM Wealth Management, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$2.8亿，分散于 158 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025 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, AAPL, MSFT 等）合计占整体申报市值的 18.7%，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 | 5.01% | -0.07% | -0.80% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.68% | +0.36% | +2.63% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.16% | +0.05% | +0.23% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.12% | -0.19% | +0.90% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.76% | +0.37% | -3.21% | |
| 6 | DEUS | Xtrackers Russell US Multi | ETF-其他 | 3.40% | +0.02% | +0.06% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.03% | +0.04% | -0.90% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.94% | +0.12% | -4.44% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.84% | +0.10% | -2.64% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | +0.34% | +5.88% | |
| 11 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-其他 | 1.74% | — | +2.22% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.67% | -0.04% | +1.30% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.60% | -0.08% | +1.80% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.57% | +0.08% | -0.87% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.50% | +0.08% | -0.58% | |
| 16 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.47% | -0.15% | +8.24% | |
| 17 | BLK | Blackrock Inc | 股票-金融 | 1.45% | -0.10% | +5.35% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.21% | -0.35% | +3.19% | |
| 19 | AFL | Aflac Inc | 股票-金融 | 1.19% | -0.01% | +8.44% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.17% | +0.13% | -1.46% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.31% | +36.25% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.13% | -0.68% | +6.97% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | -0.03% | +2.50% | |
| 24 | ACN | Accenture plc | 股票-科技 | 1.12% | -0.45% | EXIT | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.10% | -0.01% | +13.88% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.05% | +0.03% | +6.66% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | +0.32% | +4.33% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.04% | +18.79% | |
| 29 | LIN | Linde plc | 股票-原材料 | 0.98% | -0.09% | +2.35% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 0.98% | +0.27% | -0.92% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.96% | — | -25.26% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.93% | -0.11% | -1.04% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.93% | +0.02% | +9.88% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.92% | -0.08% | +1.70% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.86% | -0.18% | +3.74% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.85% | +0.01% | +2.66% | |
| 37 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.85% | -0.38% | -1.59% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | +0.12% | -1.51% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 0.79% | +0.02% | +15.44% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.78% | -0.14% | +10.77% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.75% | -0.28% | +8.99% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.74% | -0.10% | +2.30% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.73% | — | +13.41% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.45% | +2.26% | |
| 45 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.73% | +0.03% | -4.55% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.70% | -0.06% | +2.98% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.70% | +0.05% | +15.17% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.69% | -0.02% | +19.61% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.68% | +0.03% | -2.49% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | +0.02% | -3.94% |
根据 SEC 官方 Form 13F 申报备案，BKM Wealth Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.8亿，共申报了 158 个公开持股仓位。
在 Q1 2025 季度，BKM Wealth Management, LLC 按市值排列的前三大核心持股分别为：IVE (5.0%)、AAPL (4.7%)、MSFT (4.2%)。其中最大持股仓位 IVE 占据整体投资组合约 5.0% 的权重。
在 Q1 2025 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。
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。
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。