BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 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 −1
- 總值
- $2.68 億
- 較 2025 年第 4 季 +$690.8 萬 (+2.6%)
| 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 | 3,058,573 | $1.19 億 | 44.3% | +152,857+5.3% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,073,062 | $3,813 萬 | 14.2% | −10,557−1.0% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 373,992 | $1,791 萬 | 6.7% | +13,856+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 346,910 | $1,199 萬 | 4.5% | −11,522−3.2% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 265,022 | $1,119 萬 | 4.2% | +11,886+4.7% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 127,618 | $589.5 萬 | 2.2% | +6,686+5.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,546 | $558.2 萬 | 2.1% | +1,974+30.0% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 116,000 | $484.0 萬 | 1.8% | +3,097+2.7% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 170,039 | $402.1 萬 | 1.5% | −2,267−1.3% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 18,353 | $387.5 萬 | 1.4% | −1,069−5.5% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 58,612 | $341.0 萬 | 1.3% | −8,022−12.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 30,005 | $339.4 萬 | 1.3% | +1,482+5.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 43,874 | $306.0 萬 | 1.1% | −3,199−6.8% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 39,341 | $292.5 萬 | 1.1% | −379−1.0% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 19,634 | $197.8 萬 | 0.7% | +341+1.8% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 20,540 | $195.0 萬 | 0.7% | +930+4.7% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 16,963 | $188.9 萬 | 0.7% | +14,286+533.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,540 | $183.0 萬 | 0.7% | +340+3.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 79,857 | $183.0 萬 | 0.7% | +70,330+738.2% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 46,628 | $153.6 萬 | 0.6% | +3,228+7.4% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,341 | $152.2 萬 | 0.6% | +346+5.8% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 38,866 | $140.8 萬 | 0.5% | +2,007+5.4% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 23,614 | $118.2 萬 | 0.4% | +1,270+5.7% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 21,797 | $113.2 萬 | 0.4% | −4,332−16.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 5,089 | $110.7 萬 | 0.4% | +28+0.6% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 26,875 | $110.3 萬 | 0.4% | +26,875 | 新進 | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 31,484 | $103.0 萬 | 0.4% | +31,484 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 4,330 | $73.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,812 | $66.5 萬 | 0.2% | +5+0.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 8,665 | $65.9 萬 | 0.2% | −381−4.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,134 | $65.5 萬 | 0.2% | +1+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,027 | $65.1 萬 | 0.2% | +7+0.2% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,105 | $59.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 7,726 | $55.5 萬 | 0.2% | +30+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,634 | $52.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,281 | $51.1 萬 | 0.2% | −51−0.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,830 | $49.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,749 | $48.8 萬 | 0.2% | +20+0.4% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,272 | $46.3 萬 | 0.2% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 520 | $45.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,790 | $42.2 萬 | 0.2% | −9,420−66.3% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,405 | $40.6 萬 | 0.2% | +16+0.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,065 | $37.3 萬 | 0.1% | +32+0.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,978 | $37.0 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,200 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 21,145 | $35.5 萬 | 0.1% | +11+0.1% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,401 | $34.9 萬 | 0.1% | −39−2.7% | 減碼 | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,928 | $34.3 萬 | 0.1% | +12+0.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,070 | $34.2 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,308 | $32.0 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,871 | $30.5 萬 | 0.1% | +2,871 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 1,061 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 2,630 | $26.8 萬 | 0.1% | −160−5.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 710 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,217 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 844 | $24.8 萬 | 0.1% | +4+0.5% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 332 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 950 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,799 | $23.9 萬 | 0.1% | +3+0.2% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 2,328 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。