BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 69
- 較 2024 年第 4 季 −1
- 總值
- $4.41 億
- 較 2024 年第 4 季 −$681.2 萬 (−1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 228,883 | $6,820 萬 | 15.5% | −4,471−1.9% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 861,593 | $6,558 萬 | 14.9% | −37,440−4.2% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,283,690 | $4,982 萬 | 11.3% | −45,588−3.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 395,616 | $3,471 萬 | 7.9% | −740−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 121,523 | $3,388 萬 | 7.7% | +193+0.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 392,645 | $3,097 萬 | 7.0% | −9,064−2.3% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 234,958 | $1,616 萬 | 3.7% | +3,341+1.4% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 88,250 | $975.8 萬 | 2.2% | −1,277−1.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,366 | $733.9 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 100,053 | $716.9 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 41,319 | $667.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,689 | $619.6 萬 | 1.4% | −110.0% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 195,992 | $604.6 萬 | 1.4% | −8,570−4.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,351 | $566.6 萬 | 1.3% | +529+1.0% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 58,462 | $553.6 萬 | 1.3% | +28,428+94.7% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 48,218 | $530.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,024 | $530.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 187,244 | $494.3 萬 | 1.1% | −6,951−3.6% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 45,842 | $414.8 萬 | 0.9% | −64−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,947 | $388.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $374.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,068 | $343.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,335 | $336.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 33,849 | $314.2 萬 | 0.7% | −2,538−7.0% | 減碼 | – |
| IPInternational Paper Co | COM | 65,314 | $299.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,880 | $292.6 萬 | 0.7% | +18+0.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 49,198 | $272.7 萬 | 0.6% | +60.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 5,548 | $267.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,061 | $262.4 萬 | 0.6% | +706+7.5% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 42,113 | $251.1 萬 | 0.6% | +4,466+11.9% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 3,971 | $245.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,001 | $226.6 萬 | 0.5% | −42−0.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $218.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,848 | $199.7 萬 | 0.5% | +27+0.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,603 | $180.3 萬 | 0.4% | +19+0.3% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 8,043 | $177.4 萬 | 0.4% | +5,452+210.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,609 | $176.8 萬 | 0.4% | +11+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,099 | $154.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 28,805 | $146.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,230 | $120.8 萬 | 0.3% | +33+0.3% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $118.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,602 | $108.2 萬 | 0.2% | −41−0.2% | 減碼 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $107.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 10,069 | $106.3 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $102.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,016 | $97.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $91.0 萬 | 0.2% | −60.0% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,512 | $87.0 萬 | 0.2% | −15−0.2% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 18,715 | $65.0 萬 | 0.1% | −194−1.0% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,374 | $64.0 萬 | 0.1% | −9,574−50.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,467 | $63.9 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,129 | $60.9 萬 | 0.1% | +9+0.8% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,452 | $59.6 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 977 | $58.3 萬 | 0.1% | −40−3.9% | 減碼 | 歷史 |
| FBLAFB Bancorp, Inc. | COM | 35,000 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,522 | $34.0 萬 | 0.1% | −120−7.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,039 | $29.8 萬 | 0.1% | +442+74.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,943 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,504 | $28.0 萬 | 0.1% | +29+0.5% | 加碼 | 歷史 |
| AESAES Corp | Stock | 26,620 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,328 | $25.2 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 821 | $20.8 萬 | <0.1% | 00.0% | 不變 | – |
| VMDViemed Healthcare, Inc. | COM | 23,520 | $17.3 萬 | <0.1% | +2,250+10.6% | 加碼 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $3,727 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $118 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $5 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。