BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 73
- 較 2025 年第 3 季 −1
- 總值
- $5.22 億
- 較 2025 年第 3 季 +$2,493 萬 (+5.0%)
| 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 | 1,317,798 | $1.03 億 | 19.6% | +1,283+0.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 207,021 | $9,482 萬 | 18.2% | −9,411−4.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,266,599 | $6,030 萬 | 11.6% | −12,440−1.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 128,275 | $4,369 萬 | 8.4% | +3,201+2.6% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 395,778 | $3,598 萬 | 6.9% | +545+0.1% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 236,557 | $1,960 萬 | 3.8% | +470+0.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 39,335 | $865.9 萬 | 1.7% | −198−0.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,018 | $832.7 萬 | 1.6% | −60.0% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 171,267 | $813.0 萬 | 1.6% | −4,684−2.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,587 | $725.8 萬 | 1.4% | −466−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,022 | $715.6 萬 | 1.4% | +221+0.4% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 88,234 | $698.6 萬 | 1.3% | −240.0% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 41,319 | $683.2 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 69,711 | $668.9 萬 | 1.3% | +3,891+5.9% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 56,086 | $658.6 萬 | 1.3% | −280−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 34,109 | $640.1 萬 | 1.2% | +162+0.5% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 48,218 | $500.8 萬 | 1.0% | −29−0.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,034 | $440.8 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,068 | $418.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $406.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 50,084 | $373.0 萬 | 0.7% | +4,055+8.8% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 42,680 | $369.9 萬 | 0.7% | −308−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,340 | $368.5 萬 | 0.7% | +1,274+11.5% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 3,971 | $368.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 67,875 | $331.1 萬 | 0.6% | +8,320+14.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,335 | $327.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 34,107 | $323.6 萬 | 0.6% | −1,077−3.1% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 12,230 | $317.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 35,837 | $315.1 萬 | 0.6% | −160.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 21,551 | $311.6 萬 | 0.6% | −153−0.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 5,548 | $285.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 65,621 | $282.4 萬 | 0.5% | +307+0.5% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $240.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,603 | $239.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,758 | $217.2 萬 | 0.4% | −105−1.2% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 48,665 | $216.9 萬 | 0.4% | −113−0.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 21,899 | $215.4 萬 | 0.4% | −68−0.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 10,010 | $187.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 28,805 | $157.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,602 | $152.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,512 | $134.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $125.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,994 | $118.9 萬 | 0.2% | −299−7.0% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 10,063 | $107.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $106.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $101.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $98.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,016 | $97.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,935 | $93.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 7,854 | $77.4 萬 | 0.1% | +7,854 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,480 | $69.0 萬 | 0.1% | +10+0.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,478 | $66.1 萬 | 0.1% | +4,478 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 980 | $64.6 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,206 | $59.4 萬 | 0.1% | +10.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,120 | $53.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,018 | $39.6 萬 | 0.1% | 00.0% | 不變 | – |
| AESAES Corp | Stock | 26,620 | $37.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,660 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBCPHome Bancorp, Inc. | COM | 5,595 | $33.7 萬 | 0.1% | +32+0.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,866 | $33.7 萬 | 0.1% | −24−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,339 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,357 | $30.6 萬 | 0.1% | −1,189−46.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 674 | $30.3 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,373 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 900 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,910 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,442 | $25.8 萬 | <0.1% | −80−5.3% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 336 | $25.4 萬 | <0.1% | +21+6.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,857 | $22.7 萬 | <0.1% | 00.0% | 不變 | – |
| VMDViemed Healthcare, Inc. | COM | 23,520 | $17.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.71 萬 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $71 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 125,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。