BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 61
- 較 2023 年第 1 季 +1
- 總值
- $3.73 億
- 較 2023 年第 1 季 +$361.0 萬 (+1.0%)
| 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 | 653,464 | $4,941 萬 | 13.2% | +9,316+1.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 262,084 | $4,770 萬 | 12.8% | −2,244−0.8% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 228,256 | $4,433 萬 | 11.9% | +1,460+0.6% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 316,143 | $3,221 萬 | 8.6% | +8,811+2.9% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 200,875 | $2,926 萬 | 7.8% | −843−0.4% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 106,064 | $2,549 萬 | 6.8% | −992−0.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 101,575 | $2,278 萬 | 6.1% | −394−0.4% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 180,149 | $996.4 萬 | 2.7% | +3,378+1.9% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 118,900 | $814.8 萬 | 2.2% | +48,179+68.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,540 | $627.9 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 99,336 | $599.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,838 | $567.7 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,114 | $555.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,829 | $515.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 52,237 | $489.8 萬 | 1.3% | +1,400+2.8% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 242,511 | $454.7 萬 | 1.2% | +5,268+2.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 139,988 | $415.3 萬 | 1.1% | +5,309+3.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 21,759 | $408.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 52,322 | $391.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 48,939 | $364.0 萬 | 1.0% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 45,732 | $346.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $329.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,339 | $285.0 萬 | 0.8% | +112+1.8% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 35,883 | $267.7 萬 | 0.7% | −11,235−23.8% | 減碼 | – |
| COPConocoPhillips | Stock | 21,806 | $241.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,493 | $225.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,525 | $224.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 56,319 | $179.3 萬 | 0.5% | +28,319+101.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $179.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,495 | $178.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,263 | $175.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,939 | $157.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,575 | $142.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $142.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,024 | $139.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,023 | $139.0 萬 | 0.4% | +23+0.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,726 | $128.2 萬 | 0.3% | +3,787+128.9% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 5,801 | $125.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $120.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $119.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $115.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,756 | $107.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 4,500 | $93.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,800 | $93.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $87.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,006 | $78.9 萬 | 0.2% | −435−3.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,461 | $78.4 萬 | 0.2% | −82−2.3% | 減碼 | – |
| CNPCenterpoint Energy Inc | COM | 25,000 | $76.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 10,000 | $70.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,600 | $58.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,528 | $57.9 萬 | 0.2% | +5+0.3% | 加碼 | – |
| MKSIMKS Inc | COM | 4,903 | $53.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,558 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,543 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 775 | $24.3 萬 | 0.1% | +775 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 629 | $21.6 萬 | 0.1% | +629 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 5,666 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 21,270 | $19.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,167 | $14.2 萬 | <0.1% | +11,167 | 新進 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 30,000 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
2023 年第 1 季之後清倉（2 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。