BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/31 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 66
- 較 2023 年第 3 季 +1
- 總值
- $3.81 億
- 較 2023 年第 3 季 +$4,321 萬 (+12.8%)
| 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 | 749,599 | $5,694 萬 | 15.0% | +52,784+7.6% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,571,334 | $5,368 萬 | 14.1% | +112,977+7.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 251,955 | $4,752 萬 | 12.5% | +3,152+1.3% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 332,650 | $3,184 萬 | 8.4% | +39,092+13.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 416,309 | $3,000 萬 | 7.9% | +23,604+6.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 109,899 | $2,681 萬 | 7.0% | +2,606+2.4% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 245,554 | $1,464 萬 | 3.8% | +3,959+1.6% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 111,398 | $872.2 萬 | 2.3% | −6,647−5.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,517 | $627.4 萬 | 1.6% | −23−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,336 | $595.0 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,438 | $577.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 52,781 | $553.4 萬 | 1.5% | −80−0.2% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,829 | $490.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 52,237 | $473.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 243,005 | $472.9 萬 | 1.2% | +3,456+1.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 160,134 | $451.9 萬 | 1.2% | +14,266+9.8% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 45,732 | $385.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 47,646 | $383.5 萬 | 1.0% | −1,820−3.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,776 | $381.7 萬 | 1.0% | +25+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,759 | $369.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 52,322 | $341.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $332.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,525 | $305.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,806 | $248.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 65,309 | $237.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,263 | $228.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,493 | $218.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $213.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,000 | $206.5 萬 | 0.5% | −24−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,107 | $195.1 萬 | 0.5% | +11+0.4% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,939 | $188.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,575 | $176.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,871 | $166.8 萬 | 0.4% | +591+7.1% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 21,566 | $157.8 萬 | 0.4% | −4,477−17.2% | 減碼 | – |
| VLOValero Energy Corp | Stock | 10,000 | $141.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $139.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $133.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 5,749 | $131.0 萬 | 0.3% | −27−0.5% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $126.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,495 | $126.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,347 | $118.1 萬 | 0.3% | +6,262+102.9% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 18,513 | $109.4 萬 | 0.3% | +3,304+21.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,597 | $106.8 萬 | 0.3% | +831+22.1% | 加碼 | – |
| SYYSysco Corp | Stock | 12,800 | $103.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 4,500 | $92.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,700 | $92.3 萬 | 0.2% | −56−0.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 10,000 | $85.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $72.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,000 | $69.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $54.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,749 | $49.9 萬 | 0.1% | −480−11.4% | 減碼 | – |
| AESAES Corp | Stock | 26,600 | $45.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,268 | $44.1 萬 | 0.1% | −3,370−59.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 855 | $33.1 萬 | 0.1% | +205+31.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 775 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,558 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 988 | $25.4 萬 | 0.1% | −348−26.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 574 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,543 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,342 | $22.5 萬 | 0.1% | +5,342 | 新進 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $17.6 萬 | <0.1% | +1,417+13.5% | 加碼 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 21,270 | $16.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.73 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $6,496 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $213 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |