BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 62
- 較 2022 年第 3 季 +2
- 總值
- $3.62 億
- 較 2022 年第 3 季 +$2,194 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 | 652,823 | $5,044 萬 | 13.9% | −984−0.2% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 267,264 | $4,733 萬 | 13.1% | −6,343−2.3% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 220,141 | $4,142 萬 | 11.4% | +3,131+1.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 287,225 | $3,120 萬 | 8.6% | +35,525+14.1% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 199,403 | $3,022 萬 | 8.4% | +9,057+4.8% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 111,216 | $2,720 萬 | 7.5% | +4,881+4.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 102,818 | $2,022 萬 | 5.6% | −4,596−4.3% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 171,467 | $818.2 萬 | 2.3% | +2,465+1.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 39,540 | $671.2 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,838 | $622.1 萬 | 1.7% | +10.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,336 | $594.1 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,156 | $588.0 萬 | 1.6% | −80.0% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,829 | $478.1 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 50,837 | $474.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 71,571 | $433.9 萬 | 1.2% | +11,900+19.9% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 235,673 | $429.6 萬 | 1.2% | +3,038+1.3% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 52,322 | $410.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 125,191 | $394.2 萬 | 1.1% | +4,150+3.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 21,759 | $373.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 48,939 | $352.6 萬 | 1.0% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 45,732 | $349.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 41,987 | $329.2 萬 | 0.9% | +3,196+8.2% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $309.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,806 | $258.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,227 | $243.8 萬 | 0.7% | +29+0.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 5,493 | $234.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,495 | $191.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $177.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,263 | $156.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,575 | $155.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $148.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,525 | $145.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $135.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $126.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $124.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 5,749 | $123.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,939 | $121.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $120.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 17,900 | $110.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 28,000 | $103.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,800 | $98.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 4,500 | $91.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,024 | $84.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,000 | $76.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,100 | $75.7 萬 | 0.2% | +60.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,444 | $72.9 萬 | 0.2% | +26+0.8% | 加碼 | – |
| AFLAflac Inc | Stock | 10,000 | $71.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,600 | $71.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,000 | $52.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $48.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,536 | $42.7 萬 | 0.1% | +14+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,123 | $42.2 萬 | 0.1% | −313−9.1% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,098 | $41.0 萬 | 0.1% | −5,410−56.9% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 1,558 | $35.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 2,221 | $33.9 萬 | 0.1% | +2,221 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,543 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 6,724 | $26.3 萬 | 0.1% | +29+0.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 5,074 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FHNFirst Horizon Corp | COM | 8,269 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $20.0 萬 | 0.1% | +650 | 新進 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 16,770 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 20,000 | $9,918 | <0.1% | 00.0% | 不變 | – |