BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/3 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 54
- 較 2021 年第 1 季 +3
- 總值
- $3.69 億
- 較 2021 年第 1 季 +$3,823 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 556,631 | $1.22 億 | 33.0% | +13,414+2.5% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 600,001 | $5,469 萬 | 14.8% | +198,887+49.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 276,201 | $4,685 萬 | 12.7% | +1,646+0.6% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 222,331 | $3,367 萬 | 9.1% | +89,124+66.9% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 333,081 | $1,754 萬 | 4.8% | −1,062−0.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 41,426 | $691.3 萬 | 1.9% | −690−1.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 62,824 | $652.7 萬 | 1.8% | −372−0.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,336 | $553.6 萬 | 1.5% | −700−0.7% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 73,038 | $458.6 萬 | 1.2% | −4,004−5.2% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 45,449 | $449.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 103,749 | $448.7 萬 | 1.2% | +13,348+14.8% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 57,789 | $431.0 萬 | 1.2% | −2,043−3.4% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 226,056 | $393.6 萬 | 1.1% | +4,311+1.9% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 45,732 | $384.0 萬 | 1.0% | −13,800−23.2% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 51,599 | $380.6 萬 | 1.0% | −4,710−8.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,858 | $376.4 萬 | 1.0% | −356−3.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,759 | $339.0 萬 | 0.9% | −218−1.0% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 53,954 | $327.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 54,162 | $302.4 萬 | 0.8% | −1,666−3.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,924 | $298.5 萬 | 0.8% | −434−0.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 125,538 | $291.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,658 | $189.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 28,000 | $161.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $142.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $139.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,263 | $135.1 萬 | 0.4% | −125−3.7% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 47,628 | $133.4 萬 | 0.4% | +13,628+40.1% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,495 | $129.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,575 | $121.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,525 | $117.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,750 | $116.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXA SA054536107 | COM | 46,000 | $114.0 萬 | 0.3% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 12,000 | $103.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $103.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,706 | $102.7 萬 | 0.3% | +1,606+51.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,500 | $99.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,800 | $90.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 10,200 | $77.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,600 | $62.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,000 | $62.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 4,067 | $57.9 萬 | 0.2% | −28−0.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 10,804 | $57.4 萬 | 0.2% | −11,187−50.9% | 減碼 | – |
| AFLAflac Inc | Stock | 10,000 | $51.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,686 | $47.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,454 | $33.4 萬 | 0.1% | +1,454 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,420 | $30.1 萬 | 0.1% | +1,420 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 840 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 6,546 | $24.0 萬 | 0.1% | +29+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 851 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 850 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 5,074 | $20.4 萬 | 0.1% | +5,074 | 新進 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 10,745 | $7.00 萬 | <0.1% | +10,745 | 新進 | 歷史 |
| RedHawk Holdings Corp75746Q103 | COM | 500,000 | $3,000 | <0.1% | 00.0% | 不變 | – |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。