HC Advisors, LLC
- SEC CIK
- 0001803295
- 最新申報
- 2026/8/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/5 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 53
- 較 2024 年第 2 季 +3
- 總值
- $1.22 億
- 較 2024 年第 2 季 +$1,317 萬 (+12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 357,917 | $1,811 萬 | 14.9% | +40,064+12.6% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 370,237 | $1,553 萬 | 12.8% | +28,168+8.2% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 74,203 | $1,125 萬 | 9.3% | −698−0.9% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 327,443 | $955.5 萬 | 7.9% | +27,122+9.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 78,199 | $661.0 萬 | 5.4% | +4,344+5.9% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 186,960 | $644.8 萬 | 5.3% | +4,298+2.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 52,376 | $545.7 萬 | 4.5% | −3,198−5.8% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 20,202 | $441.4 萬 | 3.6% | +1,692+9.1% | 加碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 40,568 | $421.5 萬 | 3.5% | +877+2.2% | 加碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 64,700 | $420.6 萬 | 3.5% | +3,300+5.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 87,700 | $416.8 萬 | 3.4% | +10,238+13.2% | 加碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 31,459 | $296.1 萬 | 2.4% | +854+2.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 34,090 | $283.3 萬 | 2.3% | +116+0.3% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 22,257 | $272.6 萬 | 2.2% | +1,717+8.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 46,669 | $240.3 萬 | 2.0% | +189+0.4% | 加碼 | – |
| GRNDGrindr Inc. | COM | 176,929 | $211.1 萬 | 1.7% | −604−0.3% | 減碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 73,661 | $150.1 萬 | 1.2% | −3,021−3.9% | 減碼 | 歷史 |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 45,404 | $140.7 萬 | 1.2% | +2,614+6.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,763 | $134.3 萬 | 1.1% | −135−2.3% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 122,131 | $127.6 萬 | 1.0% | −4,377−3.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,856 | $107.6 萬 | 0.9% | −2,070−18.9% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 11,634 | $95.2 萬 | 0.8% | −139−1.2% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 22,261 | $91.5 萬 | 0.8% | +757+3.5% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 7,111 | $75.5 萬 | 0.6% | +245+3.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,387 | $56.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,580 | $54.4 萬 | 0.4% | +6+0.2% | 加碼 | 歷史 |
| New Gold Inc Cda644535106 | COM | 174,861 | $50.4 萬 | 0.4% | −800−0.5% | 減碼 | – |
| CVXChevron Corp | Stock | 3,393 | $50.0 萬 | 0.4% | +91+2.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,701 | $48.2 萬 | 0.4% | +934+121.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 806 | $46.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 5,157 | $41.5 萬 | 0.3% | −50−1.0% | 減碼 | 歷史 |
| Grindr Inc.39854F120 | *W EXP 11/18/203 | 137,033 | $41.5 萬 | 0.3% | −3,350−2.4% | 減碼 | – |
| AONAon plc | COM | 1,199 | $41.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AGIAlamos Gold Inc | Stock | 20,625 | $41.1 萬 | 0.3% | −250−1.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,504 | $41.1 萬 | 0.3% | −33−0.9% | 減碼 | 歷史 |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 39,985 | $39.3 萬 | 0.3% | +28,700+254.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,325 | $38.3 萬 | 0.3% | +32+0.6% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 7,693 | $37.7 萬 | 0.3% | +600+8.5% | 加碼 | – |
| BACBank of America Corp | Stock | 8,765 | $34.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,737 | $33.7 萬 | 0.3% | +3,737 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,500 | $31.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 6,122 | $31.1 萬 | 0.3% | −1,528−20.0% | 減碼 | 歷史 |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 7,300 | $28.3 萬 | 0.2% | +505+7.4% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,555 | $25.9 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,361 | $25.4 萬 | 0.2% | +40+3.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,193 | $23.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,396 | $22.6 萬 | 0.2% | 00.0% | 不變 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4,319 | $20.3 萬 | 0.2% | +134+3.2% | 加碼 | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 30,000 | $13.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MITTTPG Mortgage Investment Trust, Inc. | COM NEW | 17,382 | $13.1 萬 | 0.1% | +17,382 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 15,000 | $3.39 萬 | <0.1% | +5,000+50.0% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 15,775 | $2.87 萬 | <0.1% | +15,775 | 新進 | 歷史 |
| Nexters IncG6529J118 | *W EXP 08/26/202 | 17,100 | $599 | <0.1% | 00.0% | 不變 | – |