BCM Advisors, LLC
- SEC CIK
- 0001373017
- 最新申報
- 2026/7/28
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 80
- 較 2026 年第 1 季 +2
- 總值
- $5.14 億
- 較 2026 年第 1 季 +$673.1 萬 (+1.3%)
| 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 | 1,267,115 | $9,568 萬 | 18.6% | +2,723+0.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 189,286 | $7,040 萬 | 13.7% | −3,839−2.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,157,030 | $5,930 萬 | 11.5% | −39,440−3.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 115,200 | $4,202 萬 | 8.2% | +131+0.1% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 378,553 | $3,613 萬 | 7.0% | −11,658−3.0% | 減碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 229,489 | $2,011 萬 | 3.9% | −7,299−3.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 39,425 | $1,038 萬 | 2.0% | +90+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,018 | $993.7 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 53,050 | $832.6 萬 | 1.6% | +53,050 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 99,785 | $820.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 225,983 | $752.3 萬 | 1.5% | +134,963+148.3% | 加碼 | – |
| ATOAtmos Energy Corp | COM | 41,319 | $740.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 56,072 | $731.9 萬 | 1.4% | −230.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 34,869 | $721.2 萬 | 1.4% | +425+1.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,230 | $638.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,049 | $626.5 萬 | 1.2% | +10.0% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 156,755 | $604.9 萬 | 1.2% | +4,660+3.1% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 88,372 | $597.9 萬 | 1.2% | +138+0.2% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 48,218 | $544.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $476.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 53,733 | $432.8 萬 | 0.8% | −152,399−73.9% | 減碼依 4 比 1 拆股換算 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 53,519 | $432.1 萬 | 0.8% | +1,928+3.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,771 | $426.4 萬 | 0.8% | +43+0.8% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 84,993 | $407.5 萬 | 0.8% | +14,354+20.3% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 3,971 | $392.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 42,809 | $388.5 萬 | 0.8% | +22+0.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 5,548 | $348.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,335 | $311.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 10,010 | $302.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 35,837 | $298.3 萬 | 0.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 8,811 | $293.4 萬 | 0.6% | −8−0.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,452 | $293.1 萬 | 0.6% | −99−0.5% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 28,840 | $279.6 萬 | 0.5% | −424−1.4% | 減碼 | – |
| IPInternational Paper Co | COM | 65,373 | $275.6 萬 | 0.5% | +59+0.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $267.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 33,154 | $265.9 萬 | 0.5% | +14,361+76.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 21,843 | $262.7 萬 | 0.5% | −56−0.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,648 | $257.1 萬 | 0.5% | +45+0.7% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 22,602 | $194.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,512 | $187.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 48,864 | $176.1 萬 | 0.3% | +199+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,779 | $168.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MKSIMKS Inc | COM | 4,903 | $161.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 14,322 | $133.2 萬 | 0.3% | −17,139−54.5% | 減碼 | – |
| CNICanadian National Railway Co | Stock | 10,136 | $131.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 15,578 | $129.9 萬 | 0.3% | +15,578 | 新進 | – |
| AFLAflac Inc | Stock | 10,063 | $126.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 32,225 | $120.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 25,016 | $111.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 12,857 | $106.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 18,935 | $99.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 28,866 | $89.5 萬 | 0.2% | +121+0.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 6,772 | $84.8 萬 | 0.2% | +6,772 | 新進 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 14,084 | $81.7 萬 | 0.2% | +8,310+143.9% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 14,921 | $77.9 萬 | 0.2% | +14,921 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,320 | $70.1 萬 | 0.1% | −158−3.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 983 | $58.5 萬 | 0.1% | −10−1.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,120 | $55.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,968 | $48.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,241 | $44.7 萬 | 0.1% | −103−4.4% | 減碼 | – |
| HBCPHome Bancorp, Inc. | COM | 6,251 | $43.9 萬 | 0.1% | +28+0.4% | 加碼 | 歷史 |
| AESAES Corp | Stock | 26,600 | $39.5 萬 | 0.1% | −20−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,694 | $39.3 萬 | 0.1% | +261+18.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,030 | $39.3 萬 | 0.1% | −337−24.7% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 4,254 | $34.0 萬 | 0.1% | −25,230−85.6% | 減碼依 6 比 1 拆股換算 | – |
| WMTWalmart Inc. | Stock | 2,938 | $32.2 萬 | 0.1% | −18−0.6% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,728 | $30.9 萬 | 0.1% | −19,096−87.5% | 減碼依 8 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 964 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,353 | $29.0 萬 | 0.1% | −395−3.4% | 減碼 | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 23,520 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INFQInfleqtion, Inc. | COM SHS | 30,000 | $26.9 萬 | 0.1% | +10,000+50.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,442 | $24.0 萬 | <0.1% | +58+4.2% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,133 | $23.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 695 | $21.8 萬 | <0.1% | +22+3.3% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 661 | $20.2 萬 | <0.1% | +661 | 新進 | – |
| TTTrane Technologies plc | SHS | 417 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lithium Chile Inc53681G109 | COM | 40,000 | $1.59 萬 | <0.1% | 00.0% | 不變 | – |
| One World Universe Inc Com68249N107 | COM | 18,700 | $47 | <0.1% | 00.0% | 不變 | – |
| PQEFFPetroteq Energy Inc. | COM | 125,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Somatic Systems Inc83444X107 | Equities | 1,000,000 | $0 | 0.0% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。