BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 78
- 較 2025 年第 4 季 +5
- 總值
- $5.07 億
- 較 2025 年第 4 季 −$1,499 萬 (−2.9%)
| 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 | 1,264,392 | $9,684 萬 | 19.1% | −53,406−4.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 193,125 | $8,009 萬 | 15.8% | −13,896−6.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,196,470 | $5,926 萬 | 11.7% | −70,129−5.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 115,069 | $4,073 萬 | 8.0% | −13,206−10.3% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 390,211 | $3,645 萬 | 7.2% | −5,567−1.4% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 236,788 | $2,043 萬 | 4.0% | +231+0.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 26,018 | $1,084 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,335 | $881.9 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,083 | $815.8 萬 | 1.6% | +61+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 99,785 | $780.2 萬 | 1.5% | +198+0.2% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 41,319 | $775.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 56,095 | $714.9 萬 | 1.4% | +90.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 34,444 | $683.7 萬 | 1.3% | +335+1.0% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 152,095 | $654.3 萬 | 1.3% | −19,172−11.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,048 | $616.5 萬 | 1.2% | +14+0.2% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 48,218 | $528.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 88,234 | $508.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $475.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,230 | $417.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,728 | $411.3 萬 | 0.8% | −340−5.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 51,533 | $397.2 萬 | 0.8% | +39,193+317.6% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 51,591 | $395.9 萬 | 0.8% | +1,507+3.0% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 42,787 | $365.3 萬 | 0.7% | +107+0.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,971 | $344.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 70,639 | $340.7 萬 | 0.7% | +2,764+4.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,335 | $337.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,551 | $333.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,548 | $320.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 35,837 | $304.5 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 31,461 | $297.0 萬 | 0.6% | −38,250−54.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 91,020 | $286.9 萬 | 0.6% | +80,647+777.5% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 29,264 | $276.1 萬 | 0.5% | −4,843−14.2% | 減碼 | – |
| COPConocoPhillips | Stock | 21,899 | $273.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $264.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,010 | $251.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,819 | $244.1 萬 | 0.5% | +61+0.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,603 | $230.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 65,314 | $203.8 萬 | 0.4% | −307−0.5% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,602 | $172.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 18,793 | $168.0 萬 | 0.3% | +10,939+139.3% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 48,665 | $167.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,512 | $155.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,779 | $147.0 萬 | 0.3% | +785+19.7% | 加碼 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $142.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 10,063 | $114.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $112.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,136 | $110.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,016 | $108.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,935 | $105.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $93.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 28,745 | $92.9 萬 | 0.2% | −60−0.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,478 | $69.5 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 993 | $60.6 萬 | 0.1% | +13+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,367 | $56.5 萬 | 0.1% | −113−7.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,120 | $52.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,968 | $47.3 萬 | 0.1% | +950+15.8% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,344 | $47.0 萬 | 0.1% | −862−26.9% | 減碼 | – |
| HBCPHome Bancorp, Inc. | COM | 6,223 | $39.6 萬 | 0.1% | +628+11.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,433 | $39.0 萬 | 0.1% | +94+7.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,956 | $38.5 萬 | 0.1% | +90+3.1% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 4,914 | $38.5 萬 | 0.1% | +4,914 | 新進 | – |
| AESAES Corp | Stock | 26,620 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 964 | $36.6 萬 | 0.1% | +64+7.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,774 | $33.6 萬 | 0.1% | +1,917+49.7% | 加碼 | – |
| FHNFirst Horizon Corp | COM | 11,748 | $28.9 萬 | 0.1% | −162−1.4% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,728 | $28.6 萬 | 0.1% | +2,392+711.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 3,133 | $26.6 萬 | 0.1% | −527−14.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 673 | $26.4 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,384 | $25.0 萬 | <0.1% | −58−4.0% | 減碼 | 歷史 |
| INFQInfleqtion, Inc. | COM SHS | 20,000 | $24.6 萬 | <0.1% | +20,000 | 新進 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 23,520 | $22.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 417 | $20.3 萬 | <0.1% | +417 | 新進 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.91 萬 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $73 | <0.1% | 00.0% | 不變 | – |
| Winning Brands Corporation Com New975012204 | Common Stock | 147,058 | $15 | <0.1% | +147,058 | 新進 | – |
| PQEFFPetroteq Energy Inc. | COM | 125,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Intelligent Highway Solutions Inc45825D109 | Equities | 555,555 | $0 | 0.0% | +555,555 | 新進 | – |
| Somatic Systems Inc83444X107 | Equities | 1,000,000 | $0 | 0.0% | +1,000,000 | 新進 | – |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,357 | $30.6 萬 | 0.1% | – |