HC Advisors, LLC
- SEC CIK
- 0001803295
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 60
- 較 2025 年第 1 季 −2
- 總值
- $1.42 億
- 較 2025 年第 1 季 +$806.1 萬 (+6.0%)
| 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 | 813,609 | $2,036 萬 | 14.4% | +1,139+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 380,189 | $1,592 萬 | 11.2% | +1,435+0.4% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 81,474 | $1,412 萬 | 10.0% | −2,708−3.2% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 336,801 | $1,015 萬 | 7.2% | −5,019−1.5% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 198,304 | $629.8 萬 | 4.4% | +4,475+2.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 234,120 | $620.4 萬 | 4.4% | −3,942−1.7% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 196,027 | $572.6 萬 | 4.0% | −4,244−2.1% | 減碼 | – |
| GRNDGrindr Inc. | COM | 250,657 | $569.0 萬 | 4.0% | −17,527−6.5% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 21,246 | $465.3 萬 | 3.3% | −123−0.6% | 減碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 37,457 | $453.2 萬 | 3.2% | −461−1.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 188,732 | $438.6 萬 | 3.1% | +1,810+1.0% | 加碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 70,257 | $396.8 萬 | 2.8% | +2,027+3.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,114 | $368.2 萬 | 2.6% | +291+2.5% | 加碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 27,989 | $314.4 萬 | 2.2% | −1,080−3.7% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 24,887 | $296.5 萬 | 2.1% | +1,101+4.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 101,844 | $285.7 萬 | 2.0% | −776−0.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 102,148 | $258.4 萬 | 1.8% | −66−0.1% | 減碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 193,472 | $236.8 萬 | 1.7% | +70,871+57.8% | 加碼 | 歷史 |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 47,306 | $214.0 萬 | 1.5% | −834−1.7% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 71,206 | $180.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 35,479 | $173.4 萬 | 1.2% | +35,479 | 新進 | – |
| AAPLApple Inc. | Stock | 5,825 | $119.5 萬 | 0.8% | −78−1.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,073 | $111.8 萬 | 0.8% | +251+3.7% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 8,880 | $93.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 41,323 | $91.3 萬 | 0.6% | +322+0.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,661 | $77.2 萬 | 0.5% | −207−7.2% | 減碼 | 歷史 |
| BTUPeabody Energy Corp | COM | 53,431 | $71.7 萬 | 0.5% | +53,431 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 4,908 | $71.7 萬 | 0.5% | −750−13.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,522 | $55.8 萬 | 0.4% | −185−10.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 805 | $49.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,445 | $49.3 萬 | 0.3% | −290−7.8% | 減碼 | 歷史 |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 38,697 | $45.4 萬 | 0.3% | +1,366+3.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,057 | $42.9 萬 | 0.3% | −1,071−15.0% | 減碼 | 歷史 |
| AONAon plc | COM | 1,199 | $42.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 17,516 | $42.7 萬 | 0.3% | +645+3.8% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,625 | $41.8 萬 | 0.3% | −100−5.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,350 | $39.8 萬 | 0.3% | +1,350 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,682 | $39.7 萬 | 0.3% | −666−15.3% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 7,972 | $39.2 萬 | 0.3% | +2,306+40.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,972 | $37.7 萬 | 0.3% | −1,707−17.6% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,988 | $36.6 萬 | 0.3% | −295−6.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,506 | $33.0 萬 | 0.2% | +51+3.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 646 | $32.2 萬 | 0.2% | −227−26.0% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,828 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 937 | $29.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,541 | $28.8 萬 | 0.2% | −3,464−57.7% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 7,870 | $27.2 萬 | 0.2% | +7,870 | 新進 | – |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 6,968 | $26.8 萬 | 0.2% | +6,968 | 新進 | – |
| WFCWells Fargo & Company | Stock | 3,284 | $26.3 萬 | 0.2% | −715−17.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,112 | $25.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 2,681 | $24.5 萬 | 0.2% | +2,681 | 新進 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,188 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 721 | $23.3 萬 | 0.2% | +721 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,479 | $22.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4,218 | $20.5 萬 | 0.1% | +4,218 | 新進 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 8,304 | $20.4 萬 | 0.1% | +8,304 | 新進 | – |
| New Gold Inc Cda644535106 | COM | 33,800 | $16.7 萬 | 0.1% | 00.0% | 不變 | – |
| PLUGPlug Power Inc | Stock | 105,000 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 20,500 | $8,510 | <0.1% | −1,000−4.7% | 減碼 | 歷史 |
| Nexters IncG6529J118 | *W EXP 08/26/202 | 17,100 | $224 | <0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,587 | $33.4 萬 | 0.2% | – |
| ECLEcolab Inc. | Stock | 1,049 | $26.6 萬 | 0.2% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 472 | $25.1 萬 | 0.2% | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,000 | $24.2 萬 | 0.2% | – |
| AFLAflac Inc | Stock | 2,165 | $24.1 萬 | 0.2% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,000 | $22.9 萬 | 0.2% | 歷史 |
| CARRCarrier Global Corp | Stock | 3,502 | $22.2 萬 | 0.2% | 歷史 |
| JNJJohnson & Johnson | Stock | 1,335 | $22.1 萬 | 0.2% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,548 | $20.8 萬 | 0.2% | – |
| QCOMQualcomm Inc | Stock | 1,325 | $20.4 萬 | 0.2% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,665 | $19.8 萬 | 0.1% | 歷史 |