HC Advisors, LLC
- SEC CIK
- 0001803295
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 60
- 較 2025 年第 3 季 −1
- 總值
- $1.45 億
- 較 2025 年第 3 季 +$221.5 萬 (+1.6%)
| 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 | 857,670 | $2,151 萬 | 14.9% | +27,006+3.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 82,998 | $1,657 萬 | 11.5% | +504+0.6% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 301,109 | $1,335 萬 | 9.2% | +2,803+0.9% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 323,731 | $1,060 萬 | 7.3% | −6,175−1.9% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 253,826 | $828.0 萬 | 5.7% | +24,033+10.5% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 204,939 | $685.5 萬 | 4.7% | +1,595+0.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 178,715 | $490.2 萬 | 3.4% | +258+0.1% | 加碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 73,544 | $478.8 萬 | 3.3% | −920−1.2% | 減碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 36,048 | $464.8 萬 | 3.2% | +160.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 195,678 | $457.3 萬 | 3.2% | +10,260+5.5% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 20,270 | $428.2 萬 | 3.0% | −1,191−5.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,416 | $382.7 萬 | 2.6% | +10.0% | 加碼 | – |
| GRNDGrindr Inc. | COM | 275,439 | $372.9 萬 | 2.6% | +14,618+5.6% | 加碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 144,942 | $342.8 萬 | 2.4% | −48,580−25.1% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 107,145 | $322.2 萬 | 2.2% | −1,252−1.2% | 減碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 25,645 | $310.9 萬 | 2.2% | −303−1.2% | 減碼 | – |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 41,000 | $285.5 萬 | 2.0% | −7,117−14.8% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 71,503 | $236.1 萬 | 1.6% | +625+0.9% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 79,471 | $191.0 萬 | 1.3% | −1,425−1.8% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 40,358 | $189.8 萬 | 1.3% | −2,848−6.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,553 | $151.0 萬 | 1.0% | −262−4.5% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 47,000 | $133.9 萬 | 0.9% | −5,815−11.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,082 | $132.1 萬 | 0.9% | −86−1.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,908 | $90.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,677 | $86.3 萬 | 0.6% | +10+0.4% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 8,880 | $81.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 45,299 | $76.3 萬 | 0.5% | +5,651+14.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 800 | $54.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,462 | $52.8 萬 | 0.4% | +16+0.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,625 | $50.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 19,661 | $47.9 萬 | 0.3% | −95−0.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,709 | $44.6 萬 | 0.3% | +14+0.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,972 | $43.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,144 | $43.0 萬 | 0.3% | +61+1.0% | 加碼 | 歷史 |
| AONAon plc | COM | 1,199 | $42.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,746 | $39.9 萬 | 0.3% | −2,241−28.1% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,541 | $37.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,250 | $37.0 萬 | 0.3% | −140−10.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 948 | $35.1 萬 | 0.2% | +9+1.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,443 | $33.3 萬 | 0.2% | −23−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 941 | $32.4 萬 | 0.2% | −481−33.8% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,828 | $32.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 7,870 | $31.0 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 641 | $31.0 萬 | 0.2% | −5−0.8% | 減碼 | 歷史 |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 6,968 | $30.9 萬 | 0.2% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 3,285 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,188 | $26.7 萬 | 0.2% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 2,938 | $25.6 萬 | 0.2% | −1,050−26.3% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 722 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 375 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BTUPeabody Energy Corp | COM | 8,229 | $24.4 萬 | 0.2% | −987−10.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,112 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,482 | $23.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Baron ETF Tr06829D503 | TECHNOLOGY ETF | 9,023 | $22.7 萬 | 0.2% | +9,023 | 新進 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 8,304 | $22.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,000 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| PLUGPlug Power Inc | Stock | 105,000 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| New Gold Inc Cda644535106 | COM | 20,800 | $18.1 萬 | 0.1% | −13,000−38.5% | 減碼 | – |
| ALXOAlx Oncology Holdings Inc | COM | 23,900 | $2.70 萬 | <0.1% | +2,050+9.4% | 加碼 | 歷史 |
| Nexters IncG6529J118 | *W EXP 08/26/202 | 13,600 | $243 | <0.1% | −3,500−20.5% | 減碼 | – |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。