BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/25 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 68
- 較 2023 年第 4 季 +2
- 總值
- $3.95 億
- 較 2023 年第 4 季 +$1,418 萬 (+3.7%)
| 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 | 756,060 | $5,549 萬 | 14.1% | +6,461+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,570,607 | $5,538 萬 | 14.0% | −7270.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 248,161 | $5,327 萬 | 13.5% | −3,794−1.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 121,809 | $3,053 萬 | 7.7% | +11,910+10.8% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 410,300 | $3,018 萬 | 7.6% | −6,009−1.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 336,724 | $2,977 萬 | 7.5% | +4,074+1.2% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 246,163 | $1,510 萬 | 3.8% | +609+0.2% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 108,898 | $894.4 萬 | 2.3% | −2,500−2.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 52,991 | $641.5 萬 | 1.6% | +210+0.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,848 | $614.6 萬 | 1.6% | +512+0.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,528 | $599.0 萬 | 1.5% | +90+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,843 | $591.8 萬 | 1.5% | +326+0.8% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 244,649 | $542.4 萬 | 1.4% | +1,644+0.7% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,329 | $502.3 萬 | 1.3% | −500−1.2% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 52,291 | $488.6 萬 | 1.2% | +54+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 162,961 | $427.4 萬 | 1.1% | +2,827+1.8% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 45,842 | $407.4 萬 | 1.0% | +110+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,776 | $393.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,947 | $389.4 萬 | 1.0% | +188+0.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 46,902 | $381.5 萬 | 1.0% | −744−1.6% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 52,428 | $375.4 萬 | 1.0% | +106+0.2% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $357.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,589 | $325.4 萬 | 0.8% | +64+2.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 21,966 | $284.0 萬 | 0.7% | +160+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,392 | $270.3 萬 | 0.7% | +285+9.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,070 | $257.0 萬 | 0.7% | +70+1.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,323 | $240.5 萬 | 0.6% | +60+1.8% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 65,309 | $224.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,529 | $218.2 萬 | 0.6% | +36+0.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,957 | $216.2 萬 | 0.5% | +18+0.5% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,607 | $185.7 萬 | 0.5% | +32+0.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,224 | $185.5 萬 | 0.5% | +224+1.9% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 29,942 | $177.7 萬 | 0.5% | +11,429+61.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,418 | $177.7 萬 | 0.5% | +2,821+61.4% | 加碼 | – |
| VLOValero Energy Corp | Stock | 10,048 | $167.8 萬 | 0.4% | +48+0.5% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,274 | $152.9 萬 | 0.4% | +274+0.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 5,773 | $149.0 萬 | 0.4% | +24+0.4% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,599 | $139.1 萬 | 0.4% | +104+0.5% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $124.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 7,263 | $122.8 萬 | 0.3% | −1,608−18.1% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $107.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,876 | $99.5 萬 | 0.3% | +76+0.6% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 13,989 | $95.4 萬 | 0.2% | −7,577−35.1% | 減碼 | – |
| SLBSLB Limited | Stock | 18,904 | $92.8 萬 | 0.2% | +204+1.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,590 | $89.4 萬 | 0.2% | +90+2.0% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 10,080 | $85.0 萬 | 0.2% | +80+0.8% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $83.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,178 | $73.2 萬 | 0.2% | +178+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,584 | $64.8 萬 | 0.2% | +1,010+176.0% | 加碼 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $55.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,014 | $50.0 萬 | 0.1% | +239+30.8% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,452 | $49.9 萬 | 0.1% | −297−7.9% | 減碼 | – |
| AESAES Corp | Stock | 26,600 | $46.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,268 | $45.8 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,027 | $41.7 萬 | 0.1% | +172+20.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,775 | $29.0 萬 | 0.1% | +232+15.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,626 | $28.2 萬 | 0.1% | +68+4.4% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,931 | $26.8 萬 | 0.1% | −9,416−76.3% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 988 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,235 | $23.8 萬 | 0.1% | +1,235 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,242 | $21.9 萬 | 0.1% | +1,242 | 新進 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $17.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 21,270 | $17.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMCRAmcor plc | ORD | 10,481 | $9.50 萬 | <0.1% | +10,481 | 新進 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $2.36 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $7,105 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $137 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。