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BCGM Wealth Management, LLC

分散型投資策略高品質投資策略趨勢追蹤型

申報總市值

US$4.0億

申報季度: 2026-03-31 · 持股檔數: 178

BCGM Wealth Management, LLC在最新一期 13F 報告中揭露了 178 項持股，申報期為 2026-03-31，總持股市值約為 US$4.0億，季度換手率為 20.6%。

機構性格雪花圖

集中度
6.7
持倉穩定性
20.62
動能／逆勢
75.1
產業集中度
37.55
多樣化
100
倉位均衡度
85.89

近期動向

  • 減碼 MGC

    -96.2%　-US$917.9萬

  • 加碼 GOVT

    +1631.0%　US$582.1萬

  • 減碼 IEMG

    -35.9%　-US$387.2萬

  • 減碼 IAU

    -61.5%　-US$332.1萬

  • 減碼 ITA

    -92.2%　-US$257.4萬

  • 加碼 XOM

    +4.4%　US$260.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1ITOTIshares Core S&p Total U.s.ETF-其他4.49%+0.22%+11.62%
2IVVIshares Core S&p 500 ETFETF-大型股與成長4.39%-0.37%-1.68%
3JAVAJpmorgan Active Value ETFETF-其他3.76%—-0.75%
4QQQInvesco Qqq Trust Series 1ETF-科技型3.43%-0.33%-1.48%
5DYNFIshrs US E F R A Etf-usd INCETF-其他3.18%-0.43%-6.39%
6IWFIshares Russell 1000 GrowthETF-其他3.03%-0.29%+2.94%
7QUALIshares Msci USA Quality FacETF-其他2.59%-0.15%-0.76%
8COROIsh Intl Ctry Rot Act ETFETF-其他2.53%+2.53%NEW
9XOMExxon Mobil CORP股票-能源2.04%+0.63%+4.42%
10VIGIVanguard Int Div App Indx FdETF-其他1.97%—+2.68%
11IEMGIshares Core Msci EmergingETF-新興市場1.93%-1.02%-35.88%
12FMBFirst Trust Managed MunicipaETF-其他1.76%+0.17%+13.36%
13VOOVanguard S&p 500 ETFETF-大型股與成長1.63%-0.10%+0.91%
14MTUMIshares Msci USA Momentum FaETF-其他1.58%—+2.15%
15TLHIshares 10-20 Year TreasuryETF-政府公債1.56%—+1.97%
16GOVTIshares US Treasury Bond ETFETF-政府公債1.55%+1.46%+1631.02%
17BVEDiamond Hill Investment Grp股票-其他1.45%—-0.55%
18PJANInnovator U.s. Equity PowerETF-其他1.42%——
19TAXXBblx Irm Tax-aware S Dur ETFETF-其他1.37%+0.06%+6.75%
20THROIshares U.s. Thematic RotatiETF-其他1.37%—+3.49%
21SBSWSibanye-stillwater Ltd-adr股票-其他1.33%-0.46%-12.76%
22NOCNorthrop Grumman CORP股票-工業1.27%+0.21%+1.83%
23BNDXVanguard Total Intl Bond ETFETF-其他1.24%—+4.53%
24AAPLApple INC股票-科技1.22%-0.12%-0.99%
25BLCRIshares Lrg Cp Cr Act Etf-uiETF-其他1.19%+1.19%NEW
26VTEBVanguard Tax-exempt Bond ETFETF-其他1.15%+0.12%+13.94%
27JANWAlianzim US Eq Bfr20 Jan-usdETF-其他1.14%——
28LLYEli Lilly & Co股票-醫療保健1.13%-0.22%-0.43%
29PMPhilip Morris International股票-非循環性消費1.13%+0.06%+3.19%
30MUBIshares National Muni Bond EETF-其他1.12%—-2.96%
31HIIHuntington Ingalls Industrie股票-工業1.06%+0.15%+5.62%
32IDEFIshares Def Industrials ActETF-其他1.05%+1.05%NEW
33VEAVanguard Ftse Developed ETFETF-其他1.03%—-5.18%
34CTRACoterra Energy INC股票-能源0.97%+0.28%+6.02%
35FIXDFirst Trust Smith OpportunisETF-其他0.97%+0.05%+8.47%
36JMSTJPM Ultra-short Muni IncomeETF-其他0.95%—+1.01%
37TXXIBblx Irm Tax-aware I Dur ETFETF-其他0.95%+0.08%+11.90%
38BINCIshares Flex I A Etf-usd INCETF-其他0.94%-0.54%-34.46%
39LOVELovesac Co/the股票-其他0.93%—+4.10%
40VOVanguard Mid-cap ETFETF-其他0.91%—-3.43%
41UHAL-BU-haul Holding Co-non Voting股票-其他0.91%+0.17%+30.04%
42BRK-BBerkshire Hathaway Inc-cl B股票-其他0.86%—+3.78%
43JCPBJpmorgan Core Plus Bond ETFETF-其他0.80%—-2.13%
44JPMJpmorgan Chase & Co股票-金融0.80%-0.15%-7.09%
45SCHPSchwab U.s. Tips ETFETF-其他0.79%+0.06%+9.07%
46NVDANvidia CORP股票-科技0.79%-0.08%-1.66%
47FPIFarmland Partners INC股票-其他0.76%+0.13%+5.67%
48VZVerizon Communications INC股票-通訊服務0.75%+0.16%+4.47%
49ISTBIshares Core 1-5 Year Usd BoETF-其他0.66%—+6.43%
50MBLYMobileye Global Inc-a股票-其他0.64%—+56.73%
1–50 of 178

本季持股變動

BCGM Wealth Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares 0-3 Month Treasury B (SGOV); 新建倉: Invesco National Amt-free Mu (PZA).

BCGM Wealth Management, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1GOVTIshares US Treasury Bond ETF+1.5%+1631.02%加碼
2XOMExxon Mobil CORP+0.6%+4.42%加碼
3CTRACoterra Energy INC+0.3%+6.02%加碼
4ITOTIshares Core S&p Total U.s.+0.2%+11.62%加碼
5NOCNorthrop Grumman CORP+0.2%+1.83%加碼
6FMBFirst Trust Managed Municipa+0.2%+13.36%加碼
7UHAL-BU-haul Holding Co-non Voting+0.2%+30.04%加碼
8VZVerizon Communications INC+0.2%+4.47%加碼
9HIIHuntington Ingalls Industrie+0.2%+5.62%加碼
10FPIFarmland Partners INC+0.1%+5.67%加碼
11VTEBVanguard Tax-exempt Bond ETF+0.1%+13.94%加碼
12GILDGilead Sciences INC+0.1%+16.18%加碼
13SAMBoston Beer Company Inc-a+0.1%+3.53%加碼
14TXXIBblx Irm Tax-aware I Dur ETF+0.1%+11.90%加碼
15KRKroger Co+0.1%+0.70%加碼
16PFEPfizer INC+0.1%+10.52%加碼
17TAXXBblx Irm Tax-aware S Dur ETF+0.1%+6.75%加碼
18SCHPSchwab U.s. Tips ETF+0.1%+9.07%加碼
19PMPhilip Morris International+0.1%+3.19%加碼
20FIXDFirst Trust Smith Opportunis+0.1%+8.47%加碼
21TLTIshares 20+ Year Treasury Bd-0.1%-50.24%減碼
22AMZNAmazon.com INC-0.1%-6.73%減碼
23NVDANvidia CORP-0.1%-1.66%減碼
24DISWalt Disney Co/the-0.1%+4.56%加碼
25CHKPCheck Point Software Technologies Ltd.-0.1%+5.34%加碼
26VOOVanguard S&p 500 ETF-0.1%+0.91%加碼
27FSLRFirst Solar INC-0.1%+3.83%加碼
28AAPLApple INC-0.1%-0.99%減碼
29JPMJpmorgan Chase & Co-0.2%-7.09%減碼
30QUALIshares Msci USA Quality Fac-0.2%-0.76%減碼
31LLYEli Lilly & Co-0.2%-0.43%減碼
32IWFIshares Russell 1000 Growth-0.3%+2.94%加碼
33QQQInvesco Qqq Trust Series 1-0.3%-1.48%減碼
34IVVIshares Core S&p 500 ETF-0.4%-1.68%減碼
35DYNFIshrs US E F R A Etf-usd INC-0.4%-6.39%減碼
36SBSWSibanye-stillwater Ltd-adr-0.5%-12.76%減碼
37BINCIshares Flex I A Etf-usd INC-0.5%-34.46%減碼
38ITAIshares U.s. Aerospace & Def-0.7%-92.21%減碼
39IAUIshares Gold Trust-0.9%-61.49%減碼
40IEMGIshares Core Msci Emerging-1%-35.88%減碼
41MGCVanguard Mega Cap ETF-2.3%-96.19%減碼
42COROIsh Intl Ctry Rot Act ETF—NEW新建倉
43BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建倉
44IDEFIshares Def Industrials Act—NEW新建倉
45SGOVIshares 0-3 Month Treasury B—NEW新建倉
46PZAInvesco National Amt-free Mu—NEW新建倉
47SPHQInvesco S&p 500 Quality ETF—EXIT清倉
48HIMUIshares High Yild Muni A ETF—EXIT清倉
49TFISs Spdr N Ice Muni Bond ETF—NEW新建倉
50ELVElevance Health INC—EXIT清倉

FAQ

BCGM Wealth Management, LLC 是什麼機構？屬於哪種投資人類型？
BCGM Wealth Management, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$4.0億，分佈在 178 個已申報部位之中。
BCGM Wealth Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，BCGM Wealth Management, LLC 按市值排列的前幾大持股為： 1. Ishares Core S&p Total U.s. (ITOT) — US$1788.5萬 (4.5%) 2. Ishares Core S&p 500 ETF (IVV) — US$1748.3萬 (4.4%) 3. Jpmorgan Active Value ETF (JAVA) — US$1497.6萬 (3.8%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$1364.8萬 (3.4%) 5. Ishrs US E F R A Etf-usd INC (DYNF) — US$1267.6萬 (3.2%)
BCGM Wealth Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，BCGM Wealth Management, LLC 共進行了 50 項顯著調整：新建倉 6 個部位、加碼 25 個既有持股、減碼 16 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares 0-3 Month Treasury B (SGOV); 新建倉: Invesco National Amt-free Mu (PZA)
BCGM Wealth Management, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，BCGM Wealth Management, LLC 的主要板塊分佈如下： • Health Care: 15.5% • Information Technology: 14.9% • Energy: 14.9% • Consumer Staples: 14.3% • Industrials: 13.4% • Communication Services: 9.3%