BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/28 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 57
- 較 2022 年第 1 季 +3
- 總值
- $3.63 億
- 較 2022 年第 1 季 −$1,370 萬 (−3.6%)
| 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 | 299,440 | $5,934 萬 | 16.3% | −272,789−47.7% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 696,621 | $5,490 萬 | 15.1% | −25,466−3.5% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 275,610 | $4,416 萬 | 12.2% | −26,837−8.9% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 210,951 | $3,996 萬 | 11.0% | +209,951+20,995.1% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 250,370 | $2,939 萬 | 8.1% | +10,836+4.5% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 107,340 | $2,590 萬 | 7.1% | +107,340 | 新進 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 169,927 | $819.7 萬 | 2.3% | −144,313−45.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 39,686 | $684.4 萬 | 1.9% | −38−0.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,637 | $642.6 萬 | 1.8% | +200+0.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,336 | $617.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,979 | $493.3 萬 | 1.4% | −300−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,944 | $485.4 萬 | 1.3% | +200.0% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 50,837 | $478.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 75,799 | $472.9 萬 | 1.3% | +75,799 | 新進 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 116,034 | $391.6 萬 | 1.1% | +4,842+4.4% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 52,322 | $388.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 225,698 | $372.2 萬 | 1.0% | −33,325−12.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,759 | $369.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 50,273 | $360.2 萬 | 1.0% | −1,840−3.5% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 45,732 | $356.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 43,304 | $354.3 萬 | 1.0% | +39,965+1,196.9% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $320.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,206 | $245.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,806 | $200.7 萬 | 0.6% | +56+0.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 5,493 | $177.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,263 | $172.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,555 | $170.6 萬 | 0.5% | +60+0.3% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $146.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,575 | $143.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 17,900 | $140.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $134.2 萬 | 0.4% | +11,510+55.6% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 47,628 | $132.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,535 | $130.1 萬 | 0.4% | +10+0.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $127.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 28,000 | $121.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $112.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,800 | $112.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $109.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,713 | $106.7 萬 | 0.3% | +7+0.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,030 | $105.3 萬 | 0.3% | +30+0.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,526 | $82.0 萬 | 0.2% | +26+0.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,033 | $81.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,000 | $75.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 13,704 | $69.9 萬 | 0.2% | +2,579+23.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,288 | $68.1 萬 | 0.2% | +647+24.5% | 加碼 | – |
| AFLAflac Inc | Stock | 10,000 | $56.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,600 | $53.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,451 | $52.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,030 | $51.6 萬 | 0.1% | +30+1.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,559 | $40.1 萬 | 0.1% | +59+3.9% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 11,700 | $28.7 萬 | 0.1% | +11,700 | 新進 | – |
| PFEPfizer Inc | Stock | 5,440 | $28.2 萬 | 0.1% | +366+7.2% | 加碼 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 6,667 | $25.0 萬 | 0.1% | +34+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,543 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 783 | $22.5 萬 | 0.1% | +133+20.5% | 加碼 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 16,770 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 20,000 | $9,000 | <0.1% | 00.0% | 不變 | – |