BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/2 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 72
- 較 2024 年第 1 季 +4
- 總值
- $4.22 億
- 較 2024 年第 1 季 +$2,678 萬 (+6.8%)
| 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 | 779,574 | $5,978 萬 | 14.2% | +23,514+3.1% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,555,977 | $5,864 萬 | 13.9% | −14,630−0.9% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 241,094 | $5,443 萬 | 12.9% | −7,067−2.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 123,797 | $3,321 萬 | 7.9% | +1,988+1.6% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 339,843 | $3,239 萬 | 7.7% | +3,119+0.9% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 406,430 | $3,204 萬 | 7.6% | −3,870−0.9% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 236,456 | $1,539 萬 | 3.7% | −9,707−3.9% | 減碼 | – |
| BROBrown & Brown, Inc. | Stock | 108,940 | $1,098 萬 | 2.6% | +420.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,592 | $682.3 萬 | 1.6% | +64+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 100,074 | $680.1 萬 | 1.6% | +226+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,548 | $635.8 萬 | 1.5% | −295−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 52,758 | $617.0 萬 | 1.5% | −233−0.4% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 42,079 | $547.4 萬 | 1.3% | −250−0.6% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 233,436 | $544.4 萬 | 1.3% | −11,213−4.6% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 52,264 | $523.7 萬 | 1.2% | −27−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 171,772 | $485.4 萬 | 1.2% | +8,811+5.4% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 45,906 | $463.3 萬 | 1.1% | +64+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,781 | $422.5 萬 | 1.0% | +5+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 44,541 | $387.9 萬 | 0.9% | −2,361−5.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 21,891 | $383.0 萬 | 0.9% | −56−0.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,890 | $380.6 萬 | 0.9% | +23,301+900.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,921 | $370.5 萬 | 0.9% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $351.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 49,174 | $332.8 萬 | 0.8% | −3,254−6.2% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 65,309 | $304.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,332 | $272.2 萬 | 0.6% | +9+0.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 21,955 | $238.0 萬 | 0.6% | −11−0.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,000 | $232.1 萬 | 0.6% | −70−1.0% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 34,182 | $216.3 萬 | 0.5% | +4,240+14.2% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 3,951 | $211.2 萬 | 0.5% | −6−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,450 | $209.8 萬 | 0.5% | +1,032+13.9% | 加碼 | – |
| DEDeere & Co | Stock | 5,519 | $197.5 萬 | 0.5% | −10−0.2% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,603 | $193.8 萬 | 0.5% | −4−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,523 | $186.1 萬 | 0.4% | +1,260+17.3% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,804 | $172.4 萬 | 0.4% | +530+0.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,224 | $162.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $156.4 萬 | 0.4% | −48−0.5% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 5,778 | $148.1 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,621 | $136.8 萬 | 0.3% | +22+0.1% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 16,300 | $118.4 萬 | 0.3% | +2,311+16.5% | 加碼 | – |
| CNICanadian National Railway Co | Stock | 10,136 | $114.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,569 | $110.9 萬 | 0.3% | +69+1.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 10,123 | $102.9 萬 | 0.2% | +43+0.4% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $97.5 萬 | 0.2% | −19−0.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,639 | $94.9 萬 | 0.2% | +49+1.1% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 19,501 | $91.0 萬 | 0.2% | +597+3.2% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $80.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,178 | $70.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,479 | $61.7 萬 | 0.1% | −105−6.6% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,817 | $57.5 萬 | 0.1% | +7,817 | 新進 | – |
| MKSIMKS Inc | COM | 4,903 | $56.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,452 | $55.6 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,015 | $50.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| AESAES Corp | Stock | 26,600 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,268 | $47.4 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $46.2 萬 | 0.1% | +42+4.1% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,453 | $40.3 萬 | 0.1% | +465+47.1% | 加碼 | – |
| GDDYGoDaddy Inc. | CL A | 2,838 | $40.1 萬 | 0.1% | +2,838 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,646 | $37.5 萬 | 0.1% | +20+1.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,265 | $26.3 萬 | 0.1% | +30+2.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,714 | $26.2 萬 | 0.1% | −61−3.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,350 | $26.0 萬 | 0.1% | +3,350 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 1,247 | $23.0 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,413 | $22.5 萬 | 0.1% | +5,413 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 3,033 | $21.2 萬 | 0.1% | +3,033 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 6,861 | $21.0 萬 | <0.1% | +6,861 | 新進 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $19.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 21,270 | $14.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.64 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $4,886 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $105 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。