BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/2 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 60
- 較 2022 年第 2 季 +3
- 總值
- $3.40 億
- 較 2022 年第 2 季 −$2,352 萬 (−6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 653,807 | $4,778 萬 | 14.1% | −42,814−6.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 273,607 | $4,191 萬 | 12.3% | −2,003−0.7% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 217,010 | $4,106 萬 | 12.1% | +6,059+2.9% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 190,346 | $2,799 萬 | 8.2% | +190,346 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 106,335 | $2,587 萬 | 7.6% | −1,005−0.9% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 251,700 | $2,437 萬 | 7.2% | +1,330+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 107,414 | $2,098 萬 | 6.2% | −192,026−64.1% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 169,002 | $803.8 萬 | 2.4% | −925−0.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 39,540 | $691.4 萬 | 2.0% | −146−0.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,336 | $603.6 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,164 | $588.5 萬 | 1.7% | −780−1.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,837 | $571.9 萬 | 1.7% | +200+0.3% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,829 | $458.7 萬 | 1.3% | −150−0.3% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 50,837 | $449.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 52,322 | $426.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,759 | $396.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 232,635 | $366.9 萬 | 1.1% | +6,937+3.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 48,939 | $350.6 萬 | 1.0% | −1,334−2.7% | 減碼 | – |
| BROBrown & Brown, Inc. | Stock | 59,671 | $349.9 萬 | 1.0% | −16,128−21.3% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 45,732 | $341.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 121,041 | $341.2 萬 | 1.0% | +5,007+4.3% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $305.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,806 | $277.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 38,791 | $269.6 萬 | 0.8% | −4,513−10.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,198 | $241.1 萬 | 0.7% | −8−0.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 5,493 | $218.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,495 | $213.4 萬 | 0.6% | −60−0.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,263 | $166.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,575 | $164.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $153.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $143.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 5,749 | $128.3 萬 | 0.4% | +5,749 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $126.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 17,900 | $124.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $120.7 萬 | 0.4% | +10,136 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,525 | $119.4 萬 | 0.4% | −10−0.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,939 | $114.9 萬 | 0.3% | +906+29.9% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $113.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,800 | $110.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $109.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 28,000 | $94.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 4,500 | $92.2 萬 | 0.3% | −26−0.6% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 9,508 | $90.2 萬 | 0.3% | +9,508 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 12,024 | $74.6 萬 | 0.2% | −60.0% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,094 | $73.5 萬 | 0.2% | +390+2.8% | 加碼 | – |
| CNPCenterpoint Energy Inc | COM | 25,000 | $72.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,600 | $70.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,418 | $70.0 萬 | 0.2% | +130+4.0% | 加碼 | – |
| AFLAflac Inc | Stock | 10,000 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,436 | $53.5 萬 | 0.2% | −15−0.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,522 | $42.8 萬 | 0.1% | +1,522 | 新進 | – |
| NVDANVIDIA Corp | Stock | 3,000 | $41.5 萬 | 0.1% | −30−1.0% | 減碼 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $41.5 萬 | 0.1% | +4,903 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,558 | $31.9 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 6,695 | $28.6 萬 | 0.1% | +28+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,543 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 5,074 | $24.1 萬 | 0.1% | −366−6.7% | 減碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 8,269 | $20.2 萬 | 0.1% | +8,269 | 新進 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 16,770 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 20,000 | $9,000 | <0.1% | 00.0% | 不變 | – |
2022 年第 2 季之後清倉（4 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。