HC Advisors, LLC
- SEC CIK
- 0001803295
- 最新申報
- 2026/8/7
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/6 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 83
- 較 2021 年第 4 季 −3
- 總值
- $1.58 億
- 較 2021 年第 4 季 −$536.6 萬 (−3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 127,519 | $2,903 萬 | 18.4% | +5,363+4.4% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 279,665 | $1,047 萬 | 6.6% | −26,773−8.7% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 159,681 | $969.4 萬 | 6.2% | +71,660+81.4% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 179,430 | $955.5 萬 | 6.1% | −159,440−47.1% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 67,426 | $724.6 萬 | 4.6% | +11,842+21.3% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 219,794 | $610.4 萬 | 3.9% | +24,113+12.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 51,484 | $530.5 萬 | 3.4% | +257+0.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,144 | $513.9 萬 | 3.3% | −167−0.3% | 減碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 54,865 | $463.8 萬 | 2.9% | −2,119−3.7% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 139,584 | $444.9 萬 | 2.8% | +5,655+4.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 55,796 | $417.5 萬 | 2.6% | +3,406+6.5% | 加碼依 2 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 19,854 | $346.7 萬 | 2.2% | −213−1.1% | 減碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 10,401 | $300.4 萬 | 1.9% | −109−1.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 44,550 | $264.0 萬 | 1.7% | −9,000−16.8% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 30,672 | $232.7 萬 | 1.5% | +1,565+5.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 30,937 | $225.2 萬 | 1.4% | +3,491+12.7% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 10,991 | $215.3 萬 | 1.4% | −443−3.9% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 42,407 | $214.5 萬 | 1.4% | +2,013+5.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,611 | $211.3 萬 | 1.3% | +3,575+8.7% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Energy ETF92204A306 | ETF | 18,515 | $198.2 萬 | 1.3% | +18,515 | 新進 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 25,725 | $190.2 萬 | 1.2% | −8,900−25.7% | 減碼 | – |
| BACBank of America Corp | Stock | 44,431 | $183.1 萬 | 1.2% | +4,000+9.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 29,863 | $172.0 萬 | 1.1% | +277+0.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 23,975 | $171.1 萬 | 1.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,415 | $154.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 99,476 | $152.9 萬 | 1.0% | +22,843+29.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,743 | $146.5 萬 | 0.9% | +73+0.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 38,809 | $142.5 萬 | 0.9% | +1,451+3.9% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 161,789 | $141.9 萬 | 0.9% | +56,457+53.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,867 | $139.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,457 | $113.6 萬 | 0.7% | +415+6.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 22,681 | $112.4 萬 | 0.7% | +18,681+467.0% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,270 | $112.0 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,728 | $94.8 萬 | 0.6% | +5,804+41.7% | 加碼 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 15,371 | $94.1 萬 | 0.6% | +9,738+172.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,867 | $85.8 萬 | 0.5% | +20+0.7% | 加碼 | 歷史 |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 55,969 | $83.0 萬 | 0.5% | −5,407−8.8% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 12,295 | $82.9 萬 | 0.5% | +12,295 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,990 | $82.6 萬 | 0.5% | −700−26.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 240 | $78.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 23,858 | $65.1 萬 | 0.4% | +250+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,009 | $61.9 萬 | 0.4% | +5+0.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,210 | $61.4 萬 | 0.4% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 8,726 | $54.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,997 | $48.8 萬 | 0.3% | +2,997 | 新進 | 歷史 |
| GRNDGrindr Inc. | SHS CL A | 46,071 | $47.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,278 | $45.7 萬 | 0.3% | −1,211−14.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 2,398 | $44.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,949 | $42.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,699 | $42.2 萬 | 0.3% | 00.0% | 不變 | – |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 12,338 | $40.7 萬 | 0.3% | +12,338 | 新進 | – |
| AXPAmerican Express Co | Stock | 2,107 | $39.4 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| AONAon plc | COM | 1,192 | $38.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,745 | $37.7 萬 | 0.2% | −460−8.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 133 | $37.1 萬 | 0.2% | −10−7.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,071 | $37.0 萬 | 0.2% | +5,071 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 6,879 | $35.0 萬 | 0.2% | −5,181−43.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,507 | $32.1 萬 | 0.2% | 00.0% | 不變 | – |
| BHVNBiohaven Ltd. | COM | 2,694 | $31.9 萬 | 0.2% | −1,691−38.6% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 8,004 | $31.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 2,219 | $31.3 萬 | 0.2% | 00.0% | 不變 | – |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 2,644 | $31.0 萬 | 0.2% | −292−9.9% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,671 | $30.0 萬 | 0.2% | +545+25.6% | 加碼 | – |
| New Gold Inc Cda644535106 | COM | 166,050 | $29.9 萬 | 0.2% | +5,200+3.2% | 加碼 | – |
| TFCTruist Financial Corp | COM | 5,163 | $29.3 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,787 | $28.2 萬 | 0.2% | +387+27.6% | 加碼 | – |
| EQXEquinox Gold Corp. | COM | 33,786 | $27.9 萬 | 0.2% | +843+2.6% | 加碼 | 歷史 |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 16,464 | $26.5 萬 | 0.2% | +2,200+15.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,490 | $26.4 萬 | 0.2% | −34−2.2% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 7,675 | $26.1 萬 | 0.2% | −508−6.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 1,250 | $25.5 萬 | 0.2% | −1,300−51.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 91 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Barrick Gold Corp067901108 | COM | 10,271 | $25.2 萬 | 0.2% | −250−2.4% | 減碼 | – |
| MTTRMatterport, Inc. | COM CL A | 30,000 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,500 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 1,500 | $23.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 13,790 | $23.3 萬 | 0.1% | −4,202−23.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 449 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Tiga Acquisition CorpG88672129 | UNIT 99/99/9999 | 21,704 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 5,260 | $20.0 萬 | 0.1% | +5,260 | 新進 | – |
| AGIAlamos Gold Inc | Stock | 23,202 | $19.5 萬 | 0.1% | +594+2.6% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 15,527 | $15.0 萬 | 0.1% | −3,257−17.3% | 減碼 | 歷史 |
| Tiga Acquisition CorpG88672111 | *W EXP 11/06/202 | 80,391 | $3.30 萬 | <0.1% | +16,500+25.8% | 加碼 | – |
2021 年第 4 季之後清倉（9 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Kirkland Lake Gold Ltd49741E100 | COM | 12,417 | $52.1 萬 | 0.3% | – |
| PFEPfizer Inc | Stock | 4,676 | $27.6 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 1,075 | $24.2 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 4,074 | $21.0 萬 | 0.1% | 歷史 |
| Pretium Res Inc74139C102 | COM | 14,812 | $20.9 萬 | 0.1% | – |
| DISWalt Disney Co | Stock | 1,317 | $20.4 萬 | 0.1% | 歷史 |
| SONDSonder Holdings Inc. | CL A | 20,000 | $19.9 萬 | 0.1% | 歷史 |
| SHIPSeanergy Maritime Holdings Corp. | SHS NEW | 17,000 | $1.60 萬 | <0.1% | 歷史 |
| Nexters IncG6529J118 | *W EXP 08/26/202 | 11,100 | $9,000 | <0.1% | – |