BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 63
- 較 2026 年第 1 季 +3
- 總值
- $3.01 億
- 較 2026 年第 1 季 +$3,284 萬 (+12.2%)
| 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 | 3,033,037 | $1.35 億 | 44.7% | −25,536−0.8% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,124,264 | $4,189 萬 | 13.9% | +51,202+4.8% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 404,463 | $1,931 萬 | 6.4% | +30,471+8.1% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 324,106 | $1,317 萬 | 4.4% | −22,804−6.6% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 285,657 | $1,206 萬 | 4.0% | +20,635+7.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,727 | $1,028 萬 | 3.4% | +5,181+60.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 172,845 | $797.7 萬 | 2.6% | +45,227+35.4% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 127,636 | $526.6 萬 | 1.7% | +11,636+10.0% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 177,401 | $464.1 萬 | 1.5% | +7,362+4.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 30,732 | $422.7 萬 | 1.4% | +727+2.4% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 59,925 | $407.5 萬 | 1.4% | +1,313+2.2% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 15,379 | $349.2 萬 | 1.2% | −2,974−16.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 29,156 | $241.5 萬 | 0.8% | −14,718−33.5% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 17,889 | $222.6 萬 | 0.7% | +926+5.5% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 21,265 | $201.0 萬 | 0.7% | +725+3.5% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 37,305 | $196.7 萬 | 0.7% | −9,323−20.0% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 84,671 | $192.9 萬 | 0.6% | +4,814+6.0% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,923 | $168.8 萬 | 0.6% | −1,418−22.4% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 16,338 | $164.0 萬 | 0.5% | −3,296−16.8% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 20,073 | $153.7 萬 | 0.5% | −19,268−49.0% | 減碼 | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 28,375 | $142.9 萬 | 0.5% | +1,500+5.6% | 加碼 | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 46,630 | $130.8 萬 | 0.4% | +46,630 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 5,134 | $129.2 萬 | 0.4% | +45+0.9% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C830 | ISHA U S IND ETF | 32,071 | $117.7 萬 | 0.4% | +32,071 | 新進 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 27,017 | $116.5 萬 | 0.4% | −11,849−30.5% | 減碼 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 27,129 | $111.3 萬 | 0.4% | +27,129 | 新進 | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 33,321 | $105.9 萬 | 0.4% | +1,837+5.8% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,382 | $89.0 萬 | 0.3% | +277+13.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 7,753 | $80.2 萬 | 0.3% | +27+0.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,084 | $79.9 萬 | 0.3% | −50−4.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 8,729 | $70.9 萬 | 0.2% | +64+0.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 585 | $68.7 萬 | 0.2% | +65+12.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,647 | $62.6 萬 | 0.2% | −380−12.6% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,266 | $62.0 萬 | 0.2% | −546−19.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,049 | $61.0 萬 | 0.2% | +219+7.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,637 | $60.6 萬 | 0.2% | +3+0.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,356 | $59.6 萬 | 0.2% | +26+0.6% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,158 | $47.4 萬 | 0.2% | −7,382−77.4% | 減碼 | – |
| BAXBaxter International Inc | Stock | 21,156 | $45.1 萬 | 0.1% | +11+0.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,775 | $43.3 萬 | 0.1% | +26+0.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,942 | $42.4 萬 | 0.1% | +1,071+37.3% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 7,944 | $41.6 萬 | 0.1% | −13,853−63.6% | 減碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,403 | $40.8 萬 | 0.1% | +2+0.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,278 | $40.0 萬 | 0.1% | −2,003−27.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,094 | $38.6 萬 | 0.1% | +33+3.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 2,755 | $38.5 萬 | 0.1% | +2,755 | 新進 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,326 | $38.1 萬 | 0.1% | −946−28.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 5,013 | $37.9 萬 | 0.1% | +223+4.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,088 | $37.8 萬 | 0.1% | +18+0.9% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,116 | $37.6 萬 | 0.1% | +51+1.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 3,095 | $36.4 萬 | 0.1% | −105−3.3% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 4,020 | $36.2 萬 | 0.1% | −1,385−25.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,801 | $34.3 萬 | 0.1% | +2+0.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,326 | $33.7 萬 | 0.1% | +18+1.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,971 | $33.7 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,086 | $31.4 萬 | 0.1% | +136+14.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,293 | $30.8 萬 | 0.1% | +76+6.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 940 | $30.8 萬 | 0.1% | +96+11.4% | 加碼 | 歷史 |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,136 | $30.8 萬 | 0.1% | −792−13.4% | 減碼 | – |
| EMEEMCOR Group, Inc. | Stock | 333 | $27.6 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 2,123 | $25.8 萬 | 0.1% | −507−19.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 632 | $23.6 萬 | 0.1% | −78−11.0% | 減碼 | 歷史 |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 2,283 | $20.3 萬 | 0.1% | +2,283 | 新進 | – |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435G672 | CORE INTL AGGR | 23,614 | $118.2 萬 | 0.4% | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 2,328 | $21.3 萬 | 0.1% | – |