BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/6 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 70
- 較 2024 年第 3 季 +3
- 總值
- $4.48 億
- 較 2024 年第 3 季 +$1,211 萬 (+2.8%)
| 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 | 899,033 | $6,783 萬 | 15.1% | +108,557+13.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 233,354 | $6,164 萬 | 13.8% | −11,386−4.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,329,278 | $5,563 萬 | 12.4% | −254,089−16.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 121,330 | $3,639 萬 | 8.1% | +2,251+1.9% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 396,356 | $3,563 萬 | 8.0% | +51,479+14.9% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 401,709 | $3,348 萬 | 7.5% | +570.0% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 231,617 | $1,692 萬 | 3.8% | +990.0% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 89,527 | $956.1 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,366 | $687.3 萬 | 1.5% | +46+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 100,053 | $631.5 萬 | 1.4% | −56−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,700 | $614.1 萬 | 1.4% | −36−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,024 | $603.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 41,319 | $599.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 52,822 | $580.4 萬 | 1.3% | −48−0.1% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 204,562 | $558.9 萬 | 1.2% | −22,476−9.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 194,195 | $521.6 萬 | 1.2% | +21,962+12.8% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 48,218 | $463.8 萬 | 1.0% | −4,056−7.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,947 | $423.8 萬 | 0.9% | −210−0.6% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $406.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 45,906 | $397.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,068 | $366.6 萬 | 0.8% | −34−0.6% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 65,314 | $351.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,335 | $347.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 36,387 | $338.8 萬 | 0.8% | −7,934−17.9% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 21,862 | $318.4 萬 | 0.7% | −39−0.2% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 49,192 | $292.9 萬 | 0.7% | +130.0% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 30,034 | $281.0 萬 | 0.6% | +30,034 | 新進 | – |
| PHParker-Hannifin Corp | Stock | 3,971 | $273.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,548 | $259.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,355 | $259.4 萬 | 0.6% | +206+2.3% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 37,647 | $254.8 萬 | 0.6% | +767+2.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 7,043 | $252.7 萬 | 0.6% | −13−0.2% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $224.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,821 | $218.7 萬 | 0.5% | −159−0.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,598 | $199.9 萬 | 0.4% | −138−1.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,584 | $170.2 萬 | 0.4% | −9−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,099 | $164.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 28,805 | $154.4 萬 | 0.3% | 00.0% | 不變依 5 比 1 拆股換算 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $140.5 萬 | 0.3% | −48−0.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,197 | $136.6 萬 | 0.3% | +103+0.9% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 18,948 | $132.6 萬 | 0.3% | −5,451−22.3% | 減碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 6,527 | $111.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 10,063 | $108.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $105.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,643 | $105.2 萬 | 0.2% | +143+0.6% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $101.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,863 | $91.8 萬 | 0.2% | +60.0% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,016 | $80.7 萬 | 0.2% | +16+0.1% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 18,909 | $77.2 萬 | 0.2% | −620−3.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,017 | $71.7 萬 | 0.2% | −10−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,471 | $60.8 萬 | 0.1% | +76+5.4% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,452 | $58.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,591 | $56.2 萬 | 0.1% | −3,636−58.4% | 減碼 | – |
| MKSIMKS Inc | COM | 4,903 | $54.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,120 | $53.1 萬 | 0.1% | +50+4.7% | 加碼 | 歷史 |
| FBLAFB Bancorp, Inc. | COM | 35,000 | $40.0 萬 | 0.1% | +35,000 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,325 | $31.3 萬 | 0.1% | +147+12.5% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,642 | $30.8 萬 | 0.1% | −8−0.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,943 | $30.2 萬 | 0.1% | −105−3.4% | 減碼 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,475 | $28.6 萬 | 0.1% | +29+0.5% | 加碼 | 歷史 |
| AESAES Corp | Stock | 26,620 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,490 | $22.8 萬 | 0.1% | −189−11.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 597 | $22.6 萬 | 0.1% | +597 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 821 | $22.5 萬 | 0.1% | −167−16.9% | 減碼 | – |
| VMDViemed Healthcare, Inc. | COM | 21,270 | $17.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.87 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $2,691 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $149 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |