BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/2 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 60
- 較 2022 年第 4 季 −2
- 總值
- $3.70 億
- 較 2022 年第 4 季 +$780.0 萬 (+2.2%)
| 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 | 644,148 | $4,904 萬 | 13.3% | −8,675−1.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 264,328 | $4,863 萬 | 13.2% | −2,936−1.1% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 226,796 | $4,554 萬 | 12.3% | +6,655+3.0% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 307,332 | $3,170 萬 | 8.6% | +20,107+7.0% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 201,718 | $3,025 萬 | 8.2% | +2,315+1.2% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 107,056 | $2,647 萬 | 7.2% | −4,160−3.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 101,969 | $2,103 萬 | 5.7% | −849−0.8% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 176,771 | $901.0 萬 | 2.4% | +5,304+3.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 39,540 | $646.9 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 99,336 | $638.7 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,114 | $609.1 萬 | 1.6% | −42−0.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,838 | $602.8 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 50,837 | $503.8 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,829 | $490.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 52,322 | $467.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 70,721 | $465.6 萬 | 1.3% | −850−1.2% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 237,243 | $449.6 萬 | 1.2% | +1,570+0.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,759 | $417.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 134,679 | $405.1 萬 | 1.1% | +9,488+7.6% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 45,732 | $369.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 48,939 | $362.4 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 47,118 | $352.2 萬 | 1.0% | +5,131+12.2% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $323.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,227 | $258.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,806 | $223.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,493 | $209.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,495 | $175.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,525 | $161.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,263 | $161.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $152.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,575 | $143.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 5,801 | $138.6 萬 | 0.4% | +52+0.9% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $138.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,939 | $129.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $121.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $115.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $114.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 11,542 | $113.5 萬 | 0.3% | +7,444+181.6% | 加碼 | – |
| UGIUgi Corp | Stock | 32,225 | $109.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,024 | $107.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,800 | $98.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 28,000 | $93.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,756 | $92.2 萬 | 0.2% | +18,756 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 4,500 | $90.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,000 | $86.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,000 | $76.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,441 | $74.6 萬 | 0.2% | +341+2.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,543 | $74.1 萬 | 0.2% | +99+2.9% | 加碼 | – |
| AFLAflac Inc | Stock | 10,000 | $70.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,600 | $61.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 2,939 | $49.8 萬 | 0.1% | −184−5.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,523 | $49.1 萬 | 0.1% | −13−0.8% | 減碼 | – |
| MKSIMKS Inc | COM | 4,903 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,558 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 8,996 | $29.3 萬 | 0.1% | +8,996 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,543 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 21,270 | $22.9 萬 | 0.1% | +4,500+26.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 5,666 | $22.2 萬 | 0.1% | +592+11.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 30,000 | $1.49 萬 | <0.1% | +10,000+50.0% | 加碼 | – |
2022 年第 4 季之後清倉（4 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。