BCM ADVISORS, LLC
- SEC CIK
- 0001373017
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/28。SEC
- 持股檔數
- 80
- 較 2026 年第 1 季 +2
- 總值
- $5.14 億
- 較 2026 年第 1 季 +$673.08 萬 (+1.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND ETF921937819 | ETF | 1,267,115 | $9,567.99 萬 | 18.63% | +2,723+0.2% | 加碼 | – |
| GLDSPDR GOLD SHARES | ETF | 189,286 | $7,039.55 萬 | 13.71% | −3,839−2.0% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 1,157,030 | $5,929.78 萬 | 11.54% | −39,440−3.3% | 減碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 115,200 | $4,202.5 萬 | 8.18% | +131+0.1% | 加碼 | – |
| WISDOMTREE TR97717X669 | US QTLY DIV GRT | 378,553 | $3,612.91 萬 | 7.03% | −11,658−3.0% | 減碼 | – |
| GLOBAL X FDS37954Y889 | S&P 500 CATHOLIC | 229,489 | $2,011.42 萬 | 3.92% | −7,299−3.1% | 減碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 39,425 | $1,038.45 萬 | 2.02% | +90+0.2% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 26,018 | $993.68 萬 | 1.93% | 00.0% | 不變 | 查看 |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 53,050 | $832.57 萬 | 1.62% | +53,050 | 新進 | 查看 |
| KOCOCA COLA CO COM | Stock | 99,785 | $820.73 萬 | 1.60% | 00.0% | 不變 | 查看 |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 225,983 | $752.3 萬 | 1.46% | +134,963+148.3% | 加碼 | – |
| ATOATMOS ENERGY CORP | COM | 41,319 | $740.52 萬 | 1.44% | 00.0% | 不變 | 查看 |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 56,072 | $731.85 萬 | 1.42% | −230.0% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 34,869 | $721.22 萬 | 1.40% | +425+1.2% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 12,230 | $638.34 萬 | 1.24% | 00.0% | 不變 | 查看 |
| CATCATERPILLAR INC COM | Stock | 7,049 | $626.47 萬 | 1.22% | +10.0% | 加碼 | 查看 |
| SGOLABRDN PHYSICAL GOLD SHARES ETF | ETF | 156,755 | $604.92 萬 | 1.18% | +4,660+3.1% | 加碼 | 查看 |
| BROBROWN & BROWN INC COM | Stock | 88,372 | $597.93 萬 | 1.16% | +138+0.2% | 加碼 | 查看 |
| EDCONSOLIDATED EDISON INC COM | Stock | 48,218 | $544.91 萬 | 1.06% | 00.0% | 不變 | 查看 |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 122,984 | $476.32 萬 | 0.93% | 00.0% | 不變 | 查看 |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 53,733 | $432.82 萬 | 0.84% | +2,200+4.3% | 加碼 | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 53,519 | $432.11 萬 | 0.84% | +1,928+3.7% | 加碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 5,771 | $426.44 萬 | 0.83% | +43+0.8% | 加碼 | 查看 |
| ISHARES TR46432F859 | CORE 1 5 YR USD | 84,993 | $407.46 萬 | 0.79% | +14,354+20.3% | 加碼 | – |
| PHPARKER-HANNIFIN CORP COM | Stock | 3,971 | $392.15 萬 | 0.76% | 00.0% | 不變 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 42,809 | $388.49 萬 | 0.76% | +22+0.1% | 加碼 | 查看 |
| DEDEERE & CO COM | Stock | 5,548 | $348.5 萬 | 0.68% | 00.0% | 不變 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 3,335 | $311.83 萬 | 0.61% | 00.0% | 不變 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 10,010 | $302.8 萬 | 0.59% | 00.0% | 不變 | 查看 |
| ISHARES TR464287432 | 20 YR TR BD ETF | 35,837 | $298.34 萬 | 0.58% | 00.0% | 不變 | – |
| AAPLAPPLE INC COM | Stock | 8,811 | $293.43 萬 | 0.57% | −8−0.1% | 減碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 21,452 | $293.12 萬 | 0.57% | −99−0.5% | 減碼 | 查看 |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 28,840 | $279.6 萬 | 0.54% | −424−1.4% | 減碼 | – |
| IPINTERNATIONAL PAPER CO | COM | 65,373 | $275.61 萬 | 0.54% | +59+0.1% | 加碼 | 查看 |
| KMIKINDER MORGAN INC DEL COM | Stock | 81,344 | $267.3 萬 | 0.52% | 00.0% | 不變 | 查看 |
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 33,154 | $265.86 萬 | 0.52% | +14,361+76.4% | 加碼 | 查看 |
| COPCONOCOPHILLIPS COM | Stock | 21,843 | $262.68 萬 | 0.51% | −56−0.3% | 減碼 | 查看 |
| GDGENERAL DYNAMICS CORP COM | Stock | 6,648 | $257.11 萬 | 0.50% | +45+0.7% | 加碼 | 查看 |
| ADMARCHER DANIELS MIDLAND CO COM | Stock | 22,602 | $194.2 萬 | 0.38% | 00.0% | 不變 | 查看 |
| JBHTHUNT J B TRANS SVCS INC | COM | 6,512 | $187.74 萬 | 0.37% | 00.0% | 不變 | 查看 |
| GISGENERAL MILLS INC COM | Stock | 48,864 | $176.06 萬 | 0.34% | +199+0.4% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 4,779 | $168.8 萬 | 0.33% | 00.0% | 不變 | 查看 |
| MKSIMKS INC. | COM | 4,903 | $161.4 萬 | 0.31% | 00.0% | 不變 | 查看 |
| ISHARES TR464287440 | 7-10 YR TRSY BD | 14,322 | $133.24 萬 | 0.26% | −17,139−54.5% | 減碼 | – |
| CNICANADIAN NATL RY CO COM | Stock | 10,136 | $131.24 萬 | 0.26% | 00.0% | 不變 | 查看 |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 15,578 | $129.92 萬 | 0.25% | +15,578 | 新進 | – |
| AFLAFLAC INC COM | Stock | 10,063 | $126.39 萬 | 0.25% | 00.0% | 不變 | 查看 |
| UGIUGI CORP NEW COM | Stock | 32,225 | $120.3 萬 | 0.23% | 00.0% | 不變 | 查看 |
| CNPCENTERPOINT ENERGY INC | COM | 25,016 | $111.47 萬 | 0.22% | 00.0% | 不變 | 查看 |
| SYYSYSCO CORP COM | Stock | 12,857 | $106.85 萬 | 0.21% | 00.0% | 不變 | 查看 |
| SLBSLB LIMITED COM STK | Stock | 18,935 | $99.26 萬 | 0.19% | 00.0% | 不變 | 查看 |
| TSCOTRACTOR SUPPLY CO | COM | 28,866 | $89.54 萬 | 0.17% | +121+0.4% | 加碼 | 查看 |
| AMERICAN CENTY ETF TR025072877 | US SML CP VALU | 6,772 | $84.84 萬 | 0.17% | +6,772 | 新進 | – |
| VANGUARD SCOTTSDALE FDS92206C102 | SHORT TERM TREAS | 14,084 | $81.72 萬 | 0.16% | +8,310+143.9% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V575 | INTL COR FIX ETF | 14,921 | $77.9 萬 | 0.15% | +14,921 | 新進 | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 4,320 | $70.08 萬 | 0.14% | −158−3.5% | 減碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 983 | $58.51 萬 | 0.11% | −10−1.0% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,120 | $55.43 萬 | 0.11% | 00.0% | 不變 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 6,968 | $48.57 萬 | 0.09% | 00.0% | 不變 | – |
| VANGUARD UTILITIES ETF92204A876 | ETF | 2,241 | $44.7 萬 | 0.09% | −103−4.4% | 減碼 | – |
| HBCPHOMEBANCORP INC | COM | 6,251 | $43.88 萬 | 0.09% | +28+0.4% | 加碼 | 查看 |
| AESAES CORP COM | Stock | 26,600 | $39.47 萬 | 0.08% | −20−0.1% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 1,694 | $39.32 萬 | 0.08% | +261+18.2% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 1,030 | $39.32 萬 | 0.08% | −337−24.7% | 減碼 | 查看 |
| VANGUARD S&P 500 GROWTH ETF921932505 | ETF | 4,254 | $33.96 萬 | 0.07% | −660−13.4% | 減碼 | – |
| WMTWALMART INC COM | Stock | 2,938 | $32.16 萬 | 0.06% | −18−0.6% | 減碼 | 查看 |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 2,728 | $30.91 萬 | 0.06% | 00.0% | 不變 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 964 | $30.76 萬 | 0.06% | 00.0% | 不變 | 查看 |
| FHNFIRST HORIZON CORPORATION | COM | 11,353 | $28.98 萬 | 0.06% | −395−3.4% | 減碼 | 查看 |
| VMDVIEMED HEALTHCARE INC | COM | 23,520 | $27.68 萬 | 0.05% | 00.0% | 不變 | 查看 |
| INFQINFLEQTION INC | COM SHS | 30,000 | $26.91 萬 | 0.05% | +10,000+50.0% | 加碼 | 查看 |
| AMTAMERICAN TOWER CORP COM | REIT | 1,442 | $24.03 萬 | 0.05% | +58+4.2% | 加碼 | 查看 |
| IAUISHARES GOLD TRUST | ETF | 3,133 | $23.88 萬 | 0.05% | 00.0% | 不變 | 查看 |
| TSLATESLA INC COM | Stock | 695 | $21.76 萬 | 0.04% | +22+3.3% | 加碼 | 查看 |
| VANGUARD HEALTH CARE ETF92204A504 | ETF | 661 | $20.17 萬 | 0.04% | +661 | 新進 | – |
| TTTRANE TECHNOLOGIES PLC | SHS | 417 | $20.06 萬 | 0.04% | 00.0% | 不變 | 查看 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.59 萬 | 0.00% | 00.0% | 不變 | – |
| ONE WORLD UNIVERSE INC COM68249N107 | COM | 18,700 | $47 | 0.00% | 00.0% | 不變 | – |
| PETROTEQ ENERGY INC COM71678B107 | COM | 125,000 | $0 | 0.00% | 00.0% | 不變 | – |
| Somatic Systems Inc83444X107 | Equities | 1,000,000 | $0 | 0.00% | 00.0% | 不變 | – |
2026 年第 1 季 之後清倉（3 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| XOMEXXON MOBIL CORP | COM | 53,083 | $815.83 萬 | 1.61% |
| WINNING BRANDS CORPORATION COM NEW975012204 | Common Stock | 147,058 | $15 | 0.00% |
| Intelligent Highway Solutions Inc45825D109 | Equities | 555,555 | $0 | 0.00% |