HC Advisors, LLC
- SEC CIK
- 0001803295
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/7。SEC
- 持股檔數
- 62
- 較 2026 年第 1 季 +2
- 總值
- $1.65 億
- 較 2026 年第 1 季 +$1,531.62 萬 (+10.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854 | ETF | 899,393 | $2,217.9 萬 | 13.46% | −780.0% | 減碼 | – |
| ISHARES TR464287721 | U.S. TECH ETF | 87,053 | $2,195.74 萬 | 13.33% | −1,975−2.2% | 減碼 | – |
| FIRST TR EXCHANGE-TRADED FD336917109 | SHS | 301,517 | $1,467.18 萬 | 8.91% | +8,813+3.0% | 加碼 | – |
| SCHWAB EMERGING MARKETS EQUITY ETF808524706 | ETF | 328,318 | $1,190.48 萬 | 7.23% | +14,390+4.6% | 加碼 | – |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 299,455 | $1,013.36 萬 | 6.15% | +12,314+4.3% | 加碼 | – |
| WISDOMTREE TR97717W604 | US SMALLCAP DIVD | 206,337 | $839.38 萬 | 5.10% | −197−0.1% | 減碼 | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 206,511 | $654.85 萬 | 3.98% | +17,055+9.0% | 加碼 | – |
| SCHWAB US AGGREGATE BOND ETF808524839 | ETF | 250,805 | $580.11 萬 | 3.52% | +23,156+10.2% | 加碼 | – |
| VANGUARD CONSUMER STAPLES ETF92204A207 | ETF | 24,283 | $547.56 萬 | 3.32% | +608+2.6% | 加碼 | – |
| ISHARES TR464287788 | U.S. FINLS ETF | 37,120 | $473.32 萬 | 2.87% | +578+1.6% | 加碼 | – |
| ISHARES TR464287762 | US HLTHCARE ETF | 69,580 | $466.26 萬 | 2.83% | −2,749−3.8% | 減碼 | – |
| GRNDGRINDR INC | COM | 316,088 | $454.22 萬 | 2.76% | +800+0.3% | 加碼 | 查看 |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 114,614 | $422.58 萬 | 2.57% | +8,300+7.8% | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 11,330 | $419.26 萬 | 2.55% | −96−0.8% | 減碼 | – |
| ISHARES TR464287275 | GBL COMM SVC ETF | 26,959 | $304.22 萬 | 1.85% | −30.0% | 減碼 | – |
| SPROTT ETF TRUST85210B102 | GOLD MINERS ETF | 43,191 | $271.55 萬 | 1.65% | +1,588+3.8% | 加碼 | – |
| PSLVSPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 131,342 | $247.84 萬 | 1.50% | +5,093+4.0% | 加碼 | 查看 |
| PHYSSPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 81,666 | $246.39 萬 | 1.50% | +6,137+8.1% | 加碼 | 查看 |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 87,445 | $242.22 萬 | 1.47% | +9,605+12.3% | 加碼 | – |
| ALPS ETF TR00162Q452 | ALERIAN MLP | 42,962 | $222.76 萬 | 1.35% | +2,265+5.6% | 加碼 | – |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 52,014 | $187.93 萬 | 1.14% | +3,150+6.4% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 4,953 | $143.35 萬 | 0.87% | −604−10.9% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 5,980 | $119.67 萬 | 0.73% | −44−0.7% | 減碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 4,623 | $87.71 萬 | 0.53% | 00.0% | 不變 | 查看 |
| FCXFREEPORT MCMORAN INC CL B | Stock | 13,800 | $86.79 萬 | 0.53% | +2,221+19.2% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 2,633 | $86.2 萬 | 0.52% | +17+0.6% | 加碼 | 查看 |
| SPPPSPROTT ASSET MANAGEMENT LP | PHYSICAL PLATINU | 63,240 | $78.73 萬 | 0.48% | +9,719+18.2% | 加碼 | 查看 |
| HQYHEALTHEQUITY INC | COM | 8,690 | $78.49 萬 | 0.48% | 00.0% | 不變 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 780 | $58.27 萬 | 0.35% | −116−12.9% | 減碼 | 查看 |
| SCHWAB STRATEGIC TR808524862 | SHT TM US TRES | 23,711 | $57.24 萬 | 0.35% | +1,205+5.4% | 加碼 | – |
| KOCOCA COLA CO COM | Stock | 6,413 | $52.12 萬 | 0.32% | +284+4.6% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 3,097 | $51.34 萬 | 0.31% | −6−0.2% | 減碼 | 查看 |
| DALDELTA AIR LINES INC | COM NEW | 5,143 | $48.17 萬 | 0.29% | −615−10.7% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 3,448 | $47.15 萬 | 0.29% | +253+7.9% | 加碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 8,062 | $45.94 萬 | 0.28% | −255−3.1% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 1,125 | $42.05 萬 | 0.26% | 00.0% | 不變 | 查看 |
| ISHARES TR464288448 | INTL SEL DIV ETF | 9,600 | $39.77 萬 | 0.24% | +2,750+40.1% | 加碼 | – |
| AON PLCG0408V102 | COM | 1,199 | $39.77 萬 | 0.24% | 00.0% | 不變 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 1,405 | $39.51 萬 | 0.24% | 00.0% | 不變 | 查看 |
| HDHOME DEPOT INC COM | Stock | 1,008 | $35.55 萬 | 0.22% | +10+1.0% | 加碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 300 | $35.25 萬 | 0.21% | 00.0% | 不變 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 1,148 | $34.22 萬 | 0.21% | +1,148 | 新進 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 1,427 | $34.01 萬 | 0.21% | +8+0.6% | 加碼 | 查看 |
| EA SERIES TRUST02072L565 | ALPHA ARCH 1-3 | 2,810 | $32.91 萬 | 0.20% | +10.0% | 加碼 | – |
| AXPAMERICAN EXPRESS CO COM | Stock | 946 | $32.03 萬 | 0.19% | +1+0.1% | 加碼 | 查看 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 3,828 | $31.64 萬 | 0.19% | 00.0% | 不變 | – |
| BABOEING CO COM | Stock | 1,425 | $30.85 萬 | 0.19% | +1,425 | 新進 | 查看 |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 10,188 | $29.5 萬 | 0.18% | 00.0% | 不變 | – |
| WFCWELLS FARGO & CO COM | Stock | 3,501 | $28.93 萬 | 0.18% | −110−3.0% | 減碼 | 查看 |
| PLUGPLUG PWR INC COM NEW | Stock | 105,000 | $28.46 萬 | 0.17% | 00.0% | 不變 | 查看 |
| SOSOUTHERN CO COM | Stock | 2,938 | $28.12 萬 | 0.17% | 00.0% | 不變 | 查看 |
| ISHARES INC464286293 | ASIA/PAC DIV ETF | 5,933 | $28.06 萬 | 0.17% | 00.0% | 不變 | – |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 2,889 | $27.73 萬 | 0.17% | +348+13.7% | 加碼 | 查看 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771 | ETF | 8,304 | $25.83 萬 | 0.16% | 00.0% | 不變 | – |
| WMWASTE MGMT INC DEL COM | Stock | 1,112 | $24.78 萬 | 0.15% | 00.0% | 不變 | 查看 |
| ISHARES TR464288760 | US AER DEF ETF | 1,000 | $24.24 萬 | 0.15% | 00.0% | 不變 | – |
| MMM3M CO COM | Stock | 1,491 | $24.15 萬 | 0.15% | +5+0.3% | 加碼 | 查看 |
| BTUPEABODY ENGR CORP | COM | 9,822 | $22.71 萬 | 0.14% | +774+8.6% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 1,635 | $21.02 萬 | 0.13% | +1,635 | 新進 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 555 | $20.73 萬 | 0.13% | −13−2.3% | 減碼 | 查看 |
| ALXOALX ONCOLOGY HLDGS INC | COM | 22,900 | $4.74 萬 | 0.03% | 00.0% | 不變 | 查看 |
| NEXTERS INCG6529J118 | *W EXP 08/26/202 | 13,600 | $56 | 0.00% | 00.0% | 不變 | – |
2026 年第 1 季 之後清倉（1 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| CEGCONSTELLATION ENERGY CORP COM | Stock | 722 | $20.19 萬 | 0.14% |