BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/30 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 70
- 較 2025 年第 1 季 +1
- 總值
- $4.70 億
- 較 2025 年第 1 季 +$2,865 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 228,182 | $6,988 萬 | 14.9% | −701−0.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 876,595 | $6,755 萬 | 14.4% | +15,002+1.7% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,291,409 | $5,627 萬 | 12.0% | +7,719+0.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 123,593 | $3,864 萬 | 8.2% | +2,070+1.7% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 397,373 | $3,470 萬 | 7.4% | +1,757+0.4% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 396,283 | $3,405 萬 | 7.3% | +3,638+0.9% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 241,587 | $1,868 萬 | 4.0% | +6,629+2.8% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 88,250 | $811.1 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,024 | $774.0 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 60,366 | $721.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 100,053 | $694.2 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,368 | $661.8 萬 | 1.4% | −321−0.8% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 68,795 | $654.6 萬 | 1.4% | +10,333+17.7% | 加碼 | – |
| ATOAtmos Energy Corp | COM | 41,319 | $645.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 198,699 | $629.9 萬 | 1.3% | +2,707+1.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,351 | $602.2 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,947 | $595.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 189,913 | $500.0 萬 | 1.1% | +2,669+1.4% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 48,218 | $493.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $386.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,068 | $385.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 43,098 | $374.3 萬 | 0.8% | −2,744−6.0% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 65,314 | $355.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 35,455 | $332.5 萬 | 0.7% | +1,606+4.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,335 | $311.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,611 | $311.0 萬 | 0.7% | −269−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,647 | $306.5 萬 | 0.7% | +586+5.8% | 加碼 | – |
| CATCaterpillar Inc | Stock | 7,001 | $301.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 45,023 | $295.4 萬 | 0.6% | +2,910+6.9% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 3,971 | $291.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,548 | $284.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 48,742 | $243.8 萬 | 0.5% | −456−0.9% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $226.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,230 | $217.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,848 | $214.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,603 | $207.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,860 | $187.2 萬 | 0.4% | +251+2.9% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 28,805 | $168.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,000 | $144.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,293 | $127.5 萬 | 0.3% | −1,806−29.6% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,602 | $122.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $115.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 10,069 | $101.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $100.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $96.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,016 | $95.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,512 | $95.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,467 | $75.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,017 | $69.3 萬 | 0.1% | +643+6.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 977 | $68.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,715 | $66.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,281 | $60.0 萬 | 0.1% | −171−5.0% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,546 | $55.9 萬 | 0.1% | −5,497−68.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,120 | $53.4 萬 | 0.1% | −9−0.8% | 減碼 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $49.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBLAFB Bancorp, Inc. | COM | 35,000 | $41.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,620 | $35.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,099 | $35.3 萬 | 0.1% | +60+5.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,522 | $32.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,328 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,533 | $30.0 萬 | 0.1% | +29+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,890 | $28.4 萬 | 0.1% | −53−1.8% | 減碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 434 | $20.4 萬 | <0.1% | +434 | 新進 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 23,520 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.65 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $8,965 | <0.1% | 00.0% | 不變 | – |
| Digital Utilities Ventures Inc25400G107 | Equities | 35,000 | $667 | <0.1% | +35,000 | 新進 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $108 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $5 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Health Care ETF92204A504 | ETF | 821 | $20.8 萬 | <0.1% | – |