HC Advisors, LLC
- SEC CIK
- 0001803295
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 62
- 較 2024 年第 4 季 +3
- 總值
- $1.34 億
- 較 2024 年第 4 季 +$892.0 萬 (+7.2%)
| 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 | 812,470 | $2,020 萬 | 15.1% | +47,659+6.2% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 378,754 | $1,645 萬 | 12.3% | +9,537+2.6% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 84,182 | $1,182 萬 | 8.9% | +8,653+11.5% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 341,820 | $942.4 萬 | 7.1% | +16,249+5.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 238,062 | $665.6 萬 | 5.0% | −2,032−0.8% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 193,829 | $619.5 萬 | 4.6% | +4,875+2.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 200,271 | $501.5 萬 | 3.8% | +743+0.4% | 加碼 | – |
| GRNDGrindr Inc. | COM | 268,184 | $480.0 萬 | 3.6% | +84,505+46.0% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 21,369 | $467.6 萬 | 3.5% | +302+1.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 186,922 | $432.9 萬 | 3.2% | +11,538+6.6% | 加碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 37,918 | $427.9 萬 | 3.2% | −645−1.7% | 減碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 68,230 | $415.5 萬 | 3.1% | +4,058+6.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,823 | $324.9 萬 | 2.4% | +10,122+595.1% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 23,786 | $308.5 萬 | 2.3% | +295+1.3% | 加碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 29,069 | $282.0 萬 | 2.1% | −2,440−7.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 102,620 | $268.9 萬 | 2.0% | −391−0.4% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 102,214 | $239.5 萬 | 1.8% | +1,610+1.6% | 加碼 | – |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 48,140 | $182.6 萬 | 1.4% | +325+0.7% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 71,206 | $171.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 122,601 | $142.2 萬 | 1.1% | +700+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,903 | $131.1 萬 | 1.0% | −17−0.3% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 41,001 | $81.1 萬 | 0.6% | −509−1.2% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 6,005 | $79.4 萬 | 0.6% | −74−1.2% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 8,880 | $78.5 萬 | 0.6% | −150−1.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,658 | $74.9 萬 | 0.6% | +25+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,822 | $73.9 萬 | 0.6% | −1,669−19.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,868 | $70.4 萬 | 0.5% | −234−7.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,707 | $62.6 萬 | 0.5% | +51+3.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,735 | $62.5 萬 | 0.5% | −44−1.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,348 | $51.7 萬 | 0.4% | −252−5.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,128 | $51.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AONAon plc | COM | 1,199 | $47.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 805 | $45.0 萬 | 0.3% | −22−2.7% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 16,871 | $41.1 萬 | 0.3% | +1,270+8.1% | 加碼 | – |
| BACBank of America Corp | Stock | 9,679 | $40.4 萬 | 0.3% | −425−4.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 4,283 | $39.4 萬 | 0.3% | +1,956+84.1% | 加碼 | 歷史 |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 37,331 | $37.1 萬 | 0.3% | +114+0.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,725 | $34.5 萬 | 0.3% | +1,725 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,587 | $33.4 萬 | 0.2% | +2,587 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 873 | $32.8 萬 | 0.2% | −212−19.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,828 | $31.3 萬 | 0.2% | +3,828 | 新進 | – |
| WFCWells Fargo & Company | Stock | 3,999 | $28.7 萬 | 0.2% | −849−17.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,455 | $27.7 萬 | 0.2% | +94+6.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,049 | $26.6 萬 | 0.2% | +1,049 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,112 | $25.7 萬 | 0.2% | −520−31.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 937 | $25.2 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 472 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,666 | $24.7 萬 | 0.2% | +15+0.3% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,000 | $24.2 萬 | 0.2% | 00.0% | 不變 | – |
| AFLAflac Inc | Stock | 2,165 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,000 | $22.9 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 3,502 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,335 | $22.1 萬 | 0.2% | −141−9.6% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,188 | $21.9 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,477 | $21.7 萬 | 0.2% | +1,477 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,548 | $20.8 萬 | 0.2% | +1+0.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 1,325 | $20.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,665 | $19.8 萬 | 0.1% | +1,665 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 105,000 | $14.2 萬 | 0.1% | +105,000 | 新進 | 歷史 |
| New Gold Inc Cda644535106 | COM | 33,800 | $12.5 萬 | 0.1% | 00.0% | 不變 | – |
| ALXOAlx Oncology Holdings Inc | COM | 21,500 | $1.34 萬 | <0.1% | +6,025+38.9% | 加碼 | 歷史 |
| Nexters IncG6529J118 | *W EXP 08/26/202 | 17,100 | $371 | <0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Grindr Inc.39854F120 | *W EXP 11/18/203 | 137,033 | $92.5 萬 | 0.7% | – |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 8,825 | $31.6 萬 | 0.3% | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 10,505 | $28.8 萬 | 0.2% | – |
| MRKMerck & Co., Inc. | Stock | 2,010 | $20.0 萬 | 0.2% | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 30,000 | $14.2 萬 | 0.1% | 歷史 |