HC Advisors, LLC
- SEC CIK
- 0001803295
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 60
- 較 2025 年第 4 季 0
- 總值
- $1.49 億
- 較 2025 年第 4 季 +$487.2 萬 (+3.4%)
| 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 | 899,471 | $2,241 萬 | 15.0% | +41,801+4.9% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 89,028 | $1,615 萬 | 10.8% | +6,030+7.3% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 292,704 | $1,487 萬 | 10.0% | −8,405−2.8% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 313,928 | $1,034 萬 | 6.9% | −9,803−3.0% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 287,141 | $836.4 萬 | 5.6% | +33,315+13.1% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 206,534 | $742.3 萬 | 5.0% | +1,595+0.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 189,456 | $581.3 萬 | 3.9% | +10,741+6.0% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 23,675 | $531.7 萬 | 3.6% | +3,405+16.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 227,649 | $528.6 萬 | 3.5% | +31,971+16.3% | 加碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 72,329 | $445.8 萬 | 3.0% | −1,215−1.7% | 減碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 36,542 | $430.0 萬 | 2.9% | +494+1.4% | 加碼 | – |
| GRNDGrindr Inc. | COM | 315,288 | $381.2 萬 | 2.6% | +39,849+14.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,426 | $366.6 萬 | 2.5% | +10+0.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 106,314 | $329.1 萬 | 2.2% | −831−0.8% | 減碼 | – |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 41,603 | $314.1 萬 | 2.1% | +603+1.5% | 加碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 26,962 | $309.7 萬 | 2.1% | +1,317+5.1% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 126,249 | $307.9 萬 | 2.1% | −18,693−12.9% | 減碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 75,529 | $267.7 萬 | 1.8% | +4,026+5.6% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 40,697 | $214.2 萬 | 1.4% | +339+0.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 77,840 | $192.7 萬 | 1.3% | −1,631−2.1% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 48,864 | $142.1 萬 | 1.0% | +1,864+4.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,557 | $141.0 萬 | 0.9% | +4+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,024 | $105.1 萬 | 0.7% | −1,058−14.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,623 | $89.2 萬 | 0.6% | −285−5.8% | 減碼 | 歷史 |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 53,521 | $83.1 萬 | 0.6% | +8,222+18.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,616 | $77.0 萬 | 0.5% | −61−2.3% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 8,690 | $72.6 萬 | 0.5% | −190−2.1% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 11,579 | $68.1 萬 | 0.5% | +11,579 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 3,103 | $64.2 萬 | 0.4% | −359−10.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 896 | $58.3 萬 | 0.4% | +96+12.0% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 22,506 | $54.6 萬 | 0.4% | +2,845+14.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,195 | $54.2 萬 | 0.4% | −514−13.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,129 | $46.6 萬 | 0.3% | −15−0.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 8,317 | $40.5 萬 | 0.3% | +345+4.3% | 加碼 | 歷史 |
| AONAon plc | COM | 1,199 | $38.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,758 | $38.3 萬 | 0.3% | +12+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,405 | $34.1 萬 | 0.2% | +155+12.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 998 | $32.8 萬 | 0.2% | +57+6.1% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 2,809 | $32.7 萬 | 0.2% | +2,809 | 新進 | – |
| GEGeneral Electric Co | Stock | 1,125 | $31.9 萬 | 0.2% | −500−30.8% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,541 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,828 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| BTUPeabody Energy Corp | COM | 9,048 | $29.8 萬 | 0.2% | +819+10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,419 | $29.6 萬 | 0.2% | −24−1.7% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 6,850 | $29.2 萬 | 0.2% | −1,020−13.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 3,611 | $28.8 萬 | 0.2% | +326+9.9% | 加碼 | 歷史 |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 5,933 | $28.6 萬 | 0.2% | −1,035−14.9% | 減碼 | – |
| AXPAmerican Express Co | Stock | 945 | $28.6 萬 | 0.2% | −3−0.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 2,938 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 300 | $26.2 萬 | 0.2% | −75−20.0% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,188 | $25.6 萬 | 0.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 1,112 | $25.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 105,000 | $23.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 8,304 | $23.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,000 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,486 | $21.6 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 568 | $21.0 萬 | 0.1% | −73−11.4% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 722 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 22,900 | $4.59 萬 | <0.1% | −1,000−4.2% | 減碼 | 歷史 |
| Nexters IncG6529J118 | *W EXP 08/26/202 | 13,600 | $57 | <0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（2 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Baron ETF Tr06829D503 | TECHNOLOGY ETF | 9,023 | $22.7 萬 | 0.2% | – |
| New Gold Inc Cda644535106 | COM | 20,800 | $18.1 萬 | 0.1% | – |