BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/29 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 74
- 較 2025 年第 2 季 +4
- 總值
- $4.97 億
- 較 2025 年第 2 季 +$2,737 萬 (+5.8%)
| 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 | 1,316,515 | $1.04 億 | 20.9% | +439,920+50.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 216,432 | $7,886 萬 | 15.9% | −11,750−5.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,279,039 | $6,013 萬 | 12.1% | −12,370−1.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 125,074 | $4,227 萬 | 8.5% | +1,481+1.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 395,233 | $3,572 萬 | 7.2% | −1,050−0.3% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 236,087 | $1,971 萬 | 4.0% | −5,500−2.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 26,024 | $970.6 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,533 | $739.0 萬 | 1.5% | +165+0.4% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 88,258 | $727.1 萬 | 1.5% | +80.0% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 41,319 | $721.0 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 56,366 | $708.2 萬 | 1.4% | −4,000−6.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 100,053 | $702.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,947 | $682.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 175,951 | $664.0 萬 | 1.3% | −22,748−11.4% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 65,820 | $642.3 萬 | 1.3% | −2,975−4.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 52,801 | $607.4 萬 | 1.2% | −550−1.0% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 48,247 | $475.5 萬 | 1.0% | +29+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,068 | $416.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $384.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,033 | $368.9 萬 | 0.7% | +32+0.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 42,988 | $331.6 萬 | 0.7% | −110−0.3% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 35,184 | $331.5 萬 | 0.7% | −271−0.8% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 35,853 | $329.9 萬 | 0.7% | −361,520−91.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 21,704 | $325.8 萬 | 0.7% | +93+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,066 | $324.7 萬 | 0.7% | +419+3.9% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 46,029 | $318.4 萬 | 0.6% | +1,006+2.2% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 12,230 | $315.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,335 | $308.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 65,314 | $307.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,971 | $304.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 59,555 | $291.8 萬 | 0.6% | +59,555 | 新進 | – |
| DEDeere & Co | Stock | 5,548 | $259.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,863 | $238.4 萬 | 0.5% | +30.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 48,778 | $234.4 萬 | 0.5% | +36+0.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,603 | $228.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $212.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 21,967 | $190.7 萬 | 0.4% | +119+0.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 28,805 | $159.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,602 | $138.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,293 | $131.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,512 | $108.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $108.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 10,063 | $107.4 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,016 | $98.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $97.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $96.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,470 | $79.7 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 978 | $73.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $68.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,935 | $67.9 萬 | 0.1% | +220+1.2% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,205 | $62.6 萬 | 0.1% | −76−2.3% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,546 | $54.5 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,120 | $53.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBLAFB Bancorp, Inc. | COM | 35,000 | $42.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 26,620 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,018 | $37.1 萬 | 0.1% | +6,018 | 新進 | – |
| TSLATesla, Inc. | Stock | 672 | $30.9 萬 | 0.1% | −427−38.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,339 | $30.7 萬 | 0.1% | +11+0.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,890 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,563 | $29.7 萬 | 0.1% | +30+0.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,373 | $28.0 萬 | 0.1% | +10,373 | 新進 | – |
| AMTAmerican Tower Corp | REIT | 1,522 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,660 | $27.3 萬 | 0.1% | +3,660 | 新進 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 1,919 | $25.1 萬 | 0.1% | +1,919 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 315 | $25.1 萬 | 0.1% | +315 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 900 | $24.2 萬 | <0.1% | +900 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,857 | $22.7 萬 | <0.1% | +3,857 | 新進 | – |
| VLOValero Energy Corp | Stock | 10,010 | $17.0 萬 | <0.1% | +10+0.1% | 加碼 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 23,520 | $16.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $8,403 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $86 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 125,000 | $13 | <0.1% | +75,000+150.0% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 189,913 | $500.0 萬 | 1.1% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,017 | $69.3 萬 | 0.1% | – |
| TTTrane Technologies plc | SHS | 434 | $20.4 萬 | <0.1% | 歷史 |
| Digital Utilities Ventures Inc25400G107 | Equities | 35,000 | $667 | <0.1% | – |