BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/6 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 67
- 較 2024 年第 2 季 −5
- 總值
- $4.36 億
- 較 2024 年第 2 季 +$1,408 萬 (+3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,583,367 | $6,248 萬 | 14.3% | +27,390+1.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 244,740 | $6,188 萬 | 14.2% | +3,646+1.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 790,476 | $5,985 萬 | 13.7% | +10,902+1.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 119,079 | $3,355 萬 | 7.7% | −4,718−3.8% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 401,652 | $3,295 萬 | 7.6% | −4,778−1.2% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 344,877 | $3,181 萬 | 7.3% | +5,034+1.5% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 231,518 | $1,594 萬 | 3.7% | −4,938−2.1% | 減碼 | – |
| BROBrown & Brown, Inc. | Stock | 89,527 | $944.1 萬 | 2.2% | −19,413−17.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,320 | $678.7 萬 | 1.6% | −272−0.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 100,109 | $651.8 萬 | 1.5% | +350.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,736 | $628.8 萬 | 1.4% | +188+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 52,870 | $627.1 萬 | 1.4% | +112+0.2% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 227,038 | $593.3 萬 | 1.4% | −6,398−2.7% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 41,319 | $568.8 萬 | 1.3% | −760−1.8% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 52,274 | $518.3 萬 | 1.2% | +100.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 172,233 | $471.7 萬 | 1.1% | +461+0.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 34,157 | $464.7 萬 | 1.1% | +236+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,024 | $438.6 萬 | 1.0% | −232,876−89.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| CLColgate Palmolive Co | Stock | 45,906 | $429.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 44,321 | $398.6 萬 | 0.9% | −220−0.5% | 減碼 | – |
| IPInternational Paper Co | COM | 65,314 | $369.7 萬 | 0.8% | +50.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,901 | $364.3 萬 | 0.8% | +100.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $358.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,102 | $347.7 萬 | 0.8% | −1,679−21.6% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 49,179 | $334.9 萬 | 0.8% | +50.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,335 | $295.5 萬 | 0.7% | +3+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,056 | $265.7 萬 | 0.6% | +56+0.8% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,971 | $253.3 萬 | 0.6% | +20+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,149 | $240.2 萬 | 0.6% | +699+8.3% | 加碼 | – |
| COPConocoPhillips | Stock | 21,980 | $239.3 萬 | 0.5% | +25+0.1% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 36,880 | $237.8 萬 | 0.5% | +2,698+7.9% | 加碼 | – |
| DEDeere & Co | Stock | 5,548 | $222.9 萬 | 0.5% | +29+0.5% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $199.2 萬 | 0.5% | −460−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,736 | $194.0 萬 | 0.4% | +213+2.5% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,593 | $193.6 萬 | 0.4% | −10−0.2% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 24,399 | $173.5 萬 | 0.4% | +8,099+49.7% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 12,094 | $170.2 萬 | 0.4% | −130−1.1% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 5,761 | $155.8 萬 | 0.4% | −17−0.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,099 | $134.0 萬 | 0.3% | +4,834+382.1% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 6,227 | $132.7 萬 | 0.3% | +3,959+174.6% | 加碼 | – |
| VLOValero Energy Corp | Stock | 10,048 | $130.6 萬 | 0.3% | +48+0.5% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,500 | $124.4 萬 | 0.3% | −121−0.5% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,527 | $118.8 萬 | 0.3% | −42−0.6% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $109.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 10,063 | $105.2 萬 | 0.2% | −60−0.6% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $96.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 19,529 | $78.7 萬 | 0.2% | +28+0.1% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $75.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,000 | $72.5 萬 | 0.2% | −178−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,027 | $57.6 萬 | 0.1% | +12+1.2% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,452 | $57.5 萬 | 0.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,395 | $57.0 萬 | 0.1% | −84−5.7% | 減碼 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $48.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,070 | $47.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| AESAES Corp | Stock | 26,620 | $40.5 萬 | 0.1% | +20+0.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,650 | $35.0 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 988 | $26.7 萬 | 0.1% | −465−32.0% | 減碼 | – |
| CVXChevron Corp | Stock | 1,679 | $25.9 萬 | 0.1% | −35−2.0% | 減碼 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,446 | $25.1 萬 | 0.1% | +33+0.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,048 | $25.1 萬 | 0.1% | +15+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,178 | $23.1 萬 | 0.1% | −69−5.5% | 減碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 21,270 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.78 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $5,384 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $131 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（5 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 4,639 | $94.9 萬 | 0.2% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,817 | $57.5 萬 | 0.1% | – |
| GDDYGoDaddy Inc. | CL A | 2,838 | $40.1 萬 | 0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,350 | $26.0 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 6,861 | $21.0 萬 | <0.1% | 歷史 |