HC Advisors, LLC
- SEC CIK
- 0001803295
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 62
- 較 2026 年第 1 季 +2
- 總值
- $1.65 億
- 較 2026 年第 1 季 +$1,532 萬 (+10.3%)
| 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 | 899,393 | $2,218 萬 | 13.5% | −780.0% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 87,053 | $2,196 萬 | 13.3% | −1,975−2.2% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 301,517 | $1,467 萬 | 8.9% | +8,813+3.0% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 328,318 | $1,190 萬 | 7.2% | +14,390+4.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 299,455 | $1,013 萬 | 6.2% | +12,314+4.3% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 206,337 | $839.4 萬 | 5.1% | −197−0.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 206,511 | $654.8 萬 | 4.0% | +17,055+9.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 250,805 | $580.1 萬 | 3.5% | +23,156+10.2% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 24,283 | $547.6 萬 | 3.3% | +608+2.6% | 加碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 37,120 | $473.3 萬 | 2.9% | +578+1.6% | 加碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 69,580 | $466.3 萬 | 2.8% | −2,749−3.8% | 減碼 | – |
| GRNDGrindr Inc. | COM | 316,088 | $454.2 萬 | 2.8% | +800+0.3% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 114,614 | $422.6 萬 | 2.6% | +8,300+7.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,330 | $419.3 萬 | 2.5% | −96−0.8% | 減碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 26,959 | $304.2 萬 | 1.8% | −30.0% | 減碼 | – |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 43,191 | $271.5 萬 | 1.6% | +1,588+3.8% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 131,342 | $247.8 萬 | 1.5% | +5,093+4.0% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 81,666 | $246.4 萬 | 1.5% | +6,137+8.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 87,445 | $242.2 萬 | 1.5% | +9,605+12.3% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 42,962 | $222.8 萬 | 1.4% | +2,265+5.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 52,014 | $187.9 萬 | 1.1% | +3,150+6.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,953 | $143.3 萬 | 0.9% | −604−10.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,980 | $119.7 萬 | 0.7% | −44−0.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,623 | $87.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 13,800 | $86.8 萬 | 0.5% | +2,221+19.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,633 | $86.2 萬 | 0.5% | +17+0.6% | 加碼 | 歷史 |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 63,240 | $78.7 萬 | 0.5% | +9,719+18.2% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 8,690 | $78.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 780 | $58.3 萬 | 0.4% | −116−12.9% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 23,711 | $57.2 萬 | 0.3% | +1,205+5.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 6,413 | $52.1 萬 | 0.3% | +284+4.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,097 | $51.3 萬 | 0.3% | −6−0.2% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,143 | $48.2 萬 | 0.3% | −615−10.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,448 | $47.2 萬 | 0.3% | +253+7.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,062 | $45.9 萬 | 0.3% | −255−3.1% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,125 | $42.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 9,600 | $39.8 萬 | 0.2% | +2,750+40.1% | 加碼 | – |
| AONAon plc | COM | 1,199 | $39.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,405 | $39.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,008 | $35.6 萬 | 0.2% | +10+1.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 300 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,148 | $34.2 萬 | 0.2% | +1,148 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,427 | $34.0 萬 | 0.2% | +8+0.6% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 2,810 | $32.9 萬 | 0.2% | +10.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 946 | $32.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,828 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,425 | $30.8 萬 | 0.2% | +1,425 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,188 | $29.5 萬 | 0.2% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 3,501 | $28.9 萬 | 0.2% | −110−3.0% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 105,000 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,938 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 5,933 | $28.1 萬 | 0.2% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,889 | $27.7 萬 | 0.2% | +348+13.7% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 8,304 | $25.8 萬 | 0.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 1,112 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,000 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,491 | $24.1 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| BTUPeabody Energy Corp | COM | 9,822 | $22.7 萬 | 0.1% | +774+8.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,635 | $21.0 萬 | 0.1% | +1,635 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 555 | $20.7 萬 | 0.1% | −13−2.3% | 減碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 22,900 | $4.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nexters IncG6529J118 | *W EXP 08/26/202 | 13,600 | $56 | <0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。