BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 61
- 較 2025 年第 2 季 +5
- 總值
- $2.47 億
- 較 2025 年第 2 季 +$2,452 萬 (+11.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,819,398 | $1.09 億 | 44.0% | +117,153+4.3% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,044,192 | $3,424 萬 | 13.8% | +64,431+6.6% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 335,261 | $1,616 萬 | 6.5% | +27,480+8.9% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 339,997 | $1,090 萬 | 4.4% | +9,166+2.8% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 235,423 | $1,007 萬 | 4.1% | +16,610+7.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 126,342 | $590.1 萬 | 2.4% | −26,274−17.2% | 減碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 103,830 | $438.5 萬 | 1.8% | +6,881+7.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,300 | $421.7 萬 | 1.7% | +303+5.1% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 65,512 | $387.8 萬 | 1.6% | +9,106+16.1% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 155,926 | $371.9 萬 | 1.5% | +18,026+13.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 29,092 | $351.2 萬 | 1.4% | −3,348−10.3% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 17,072 | $332.1 萬 | 1.3% | −1,103−6.1% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 45,082 | $305.8 萬 | 1.2% | −2,569−5.4% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 13,657 | $282.0 萬 | 1.1% | +1,778+15.0% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 7,692 | $256.0 萬 | 1.0% | +3,844+99.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 36,311 | $239.4 萬 | 1.0% | +2,352+6.9% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 19,435 | $200.2 萬 | 0.8% | +3,569+22.5% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 19,972 | $190.0 萬 | 0.8% | −1,531−7.1% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 40,639 | $138.8 萬 | 0.6% | +31,885+364.2% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 25,989 | $138.4 萬 | 0.6% | +982+3.9% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 36,239 | $137.2 萬 | 0.6% | +2,921+8.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,035 | $116.6 萬 | 0.5% | +30+0.6% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 21,712 | $111.2 萬 | 0.4% | +2,379+12.3% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 13,922 | $101.3 萬 | 0.4% | +9,828+240.1% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,924 | $100.6 萬 | 0.4% | +1,094+38.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 9,751 | $73.5 萬 | 0.3% | +57+0.6% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,797 | $68.3 萬 | 0.3% | +4+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,131 | $67.9 萬 | 0.3% | +1+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,003 | $64.8 萬 | 0.3% | +8+0.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,100 | $63.2 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,714 | $63.1 萬 | 0.3% | +16+0.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,046 | $60.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 3,200 | $54.7 萬 | 0.2% | −700−17.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,628 | $53.4 萬 | 0.2% | +3+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,830 | $52.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 2,441 | $51.1 萬 | 0.2% | +2,441 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,300 | $49.7 萬 | 0.2% | +1,264+20.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,330 | $48.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 20,995 | $47.8 萬 | 0.2% | +115+0.6% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,223 | $46.9 萬 | 0.2% | +6+0.2% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,793 | $43.2 萬 | 0.2% | −14,822−79.6% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,376 | $39.4 萬 | 0.2% | +13+0.2% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,439 | $39.4 萬 | 0.2% | −1−0.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 710 | $36.8 萬 | 0.1% | −485−40.6% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,807 | $36.2 萬 | 0.1% | +145+4.0% | 加碼 | – |
| ORCLOracle Corp | Stock | 1,237 | $34.8 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,904 | $34.2 萬 | 0.1% | +12+0.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,058 | $33.4 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 520 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,974 | $30.6 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,707 | $28.0 萬 | 0.1% | +123+4.8% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 2,712 | $27.1 萬 | 0.1% | −76−2.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,217 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 836 | $26.4 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,061 | $25.8 萬 | 0.1% | +1,061 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 897 | $25.3 萬 | 0.1% | +1+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 950 | $24.2 萬 | 0.1% | +950 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,298 | $24.1 萬 | 0.1% | +1,298 | 新進 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,158 | $22.7 萬 | 0.1% | −5,490−82.6% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 9,403 | $21.7 萬 | 0.1% | −7−0.1% | 減碼 | – |
| EMEEMCOR Group, Inc. | Stock | 332 | $21.6 萬 | 0.1% | +332 | 新進 | 歷史 |