BCM ADVISORS, LLC
LAFAYETTE LA · SEC CIK 0001373017
$5.10亿2026Q1 申报市值
78持仓数
72.4%前十大占比 · 第一大 19.0%
6 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VO 加仓+$302.10万
SCHD 加仓+$254.20万
VOOG 新建仓+$200.34万
VGT 加仓+$166.89万
GLDM 加仓+$97.77万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$576.28万
VTI 减仓-$467.47万
BIV 减仓-$409.04万
IEF 减仓-$361.04万
DFAU 减仓-$347.35万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BIV | Vanguard Intermediate Bond | $9,683.98万 | 18.98% | 1,264,392 | -53,406 | -4.1% | -$409.04万 | 减仓 |
| GLD | SPDR Gold Share | $8,009.09万 | 15.70% | 193,125 | -13,896 | -6.7% | -$576.28万 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | $5,926.12万 | 11.62% | 1,196,470 | -70,129 | -5.5% | -$347.35万 | 减仓 |
| VTI | Vanguard Total Stock Mkt | $4,073.22万 | 7.98% | 115,069 | -13,206 | -10.3% | -$467.47万 | 减仓 |
| DGRW | WisdomTree US Quality Dividend Gr ETF | $3,645.35万 | 7.15% | 390,211 | -5,567 | -1.4% | -$52.01万 | 减仓 |
| CATH | S&P500 Catholic Values | $2,043.46万 | 4.01% | 236,788 | 231 | 0.1% | $1.99万 | 加仓 |
| AVGO | Broadcom Ltd | $1,083.65万 | 2.12% | 26,018 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $881.89万 | 1.73% | 39,335 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $815.83万 | 1.60% | 53,083 | 61 | 0.1% | $9,375 | 加仓 |
| KO | Coca Cola Company | $780.22万 | 1.53% | 99,785 | 198 | 0.2% | $1.55万 | 加仓 |
| ATO | Atmos Energy Corp | $775.85万 | 1.52% | 41,319 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corporation | $714.93万 | 1.40% | 56,095 | 9 | 0.0% | $1,147 | 加仓 |
| NVDA | Nvidia Corp | $683.65万 | 1.34% | 34,444 | 335 | 1.0% | $6.65万 | 加仓 |
| SGOL | ETFS Gold Trust | $654.31万 | 1.28% | 152,095 | -19,172 | -11.2% | -$82.48万 | 减仓 |
| CAT | Caterpillar Inc | $616.54万 | 1.21% | 7,048 | 14 | 0.2% | $1.22万 | 加仓 |
| ED | Consolidated Edison Inc | $528.61万 | 1.04% | 48,218 | 0 | 0.0% | — | 不变 |
| BRO | Brown & Brown Inc | $508.58万 | 1.00% | 88,234 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners L.P. | $475.58万 | 0.93% | 122,984 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices | $417.70万 | 0.82% | 12,230 | 0 | 0.0% | — | 不变 |
| SPY | S P D R TRUST Unit SR | $411.28万 | 0.81% | 5,728 | -340 | -5.6% | -$24.41万 | 减仓 |
| VO | Vanguard Mid Cap Etf | $397.22万 | 0.78% | 51,533 | 39,193 | 317.6% | $302.10万 | 加仓 |
| — | Dimensional US Small Cap ETF | $395.86万 | 0.78% | 51,591 | 1,507 | 3.0% | $11.56万 | 加仓 |
| CL | Colgate-Palmolive Co | $365.27万 | 0.72% | 42,787 | 107 | 0.3% | $9,135 | 加仓 |
| PH | Parker-Hannifin Corp | $344.58万 | 0.68% | 3,971 | 0 | 0.0% | — | 不变 |
| ISTB | Ishares Core 1 5 Year | $340.69万 | 0.67% | 70,639 | 2,764 | 4.1% | $13.33万 | 加仓 |
| COST | Costco Whsl Corp New | $337.77万 | 0.66% | 3,335 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Incorporated | $333.16万 | 0.65% | 21,551 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $320.89万 | 0.63% | 5,548 | 0 | 0.0% | — | 不变 |
| TLT | Ishares Tr Barclays Bond | $304.47万 | 0.60% | 35,837 | 0 | 0.0% | — | 不变 |
| IEF | Ishares 7-10 Year Trsury | $296.96万 | 0.58% | 31,461 | -38,250 | -54.9% | -$361.04万 | 减仓 |
| SCHD | Schwab US Dividend | $286.89万 | 0.56% | 91,020 | 80,647 | 777.5% | $254.20万 | 加仓 |
| USMV | iShares MSCI USA Min Volatility | $276.14万 | 0.54% | 29,264 | -4,843 | -14.2% | -$45.70万 | 减仓 |
| COP | Conocophillips | $273.54万 | 0.54% | 21,899 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan Inc | $264.12万 | 0.52% | 81,344 | 0 | 0.0% | — | 不变 |
| VLO | Valero Energy Corp New | $251.88万 | 0.49% | 10,010 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $244.15万 | 0.48% | 8,819 | 61 | 0.7% | $1.69万 | 加仓 |
| GD | General Dynamics Corp | $230.50万 | 0.45% | 6,603 | 0 | 0.0% | — | 不变 |
| IP | International Paper Co | $203.78万 | 0.40% | 65,314 | -307 | -0.5% | -$9,578 | 减仓 |
| VOOG | Vanguard S&P 500 Growth | $200.34万 | 0.39% | 4,914 | 4,914 | — | $200.34万 | 新建仓 |
| VGT | Vanguard Information Technology ETF | $190.34万 | 0.37% | 2,728 | 2,392 | 711.9% | $166.89万 | 加仓 |
| ADM | Archer-Daniels-Midln | $172.39万 | 0.34% | 22,602 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $167.97万 | 0.33% | 18,793 | 10,939 | 139.3% | $97.77万 | 加仓 |
| GIS | General Mills Inc | $167.55万 | 0.33% | 48,665 | 0 | 0.0% | — | 不变 |
| JBHT | JB Hunt Transport Services Inc | $155.21万 | 0.30% | 6,512 | 0 | 0.0% | — | 不变 |
| JPM | J.P. Morgan Chase | $147.03万 | 0.29% | 4,779 | 785 | 19.7% | $24.15万 | 加仓 |
| MKSI | MKSI | $142.94万 | 0.28% | 4,903 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc | $114.04万 | 0.22% | 10,063 | 0 | 0.0% | — | 不变 |
| UGI | UGI Corp | $112.47万 | 0.22% | 32,225 | 0 | 0.0% | — | 不变 |
| CNI | Canadian National Railway Co | $110.87万 | 0.22% | 10,136 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy | $108.37万 | 0.21% | 25,016 | 0 | 0.0% | — | 不变 |
| SLB | Schlumberger Ltd | $105.34万 | 0.21% | 18,935 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corporation | $93.20万 | 0.18% | 12,857 | 0 | 0.0% | — | 不变 |
| TSCO | Tractor Supply Co | $92.88万 | 0.18% | 28,745 | -60 | -0.2% | -$1,939 | 减仓 |
| VYM | Vanguard Whitehall Funds | $69.51万 | 0.14% | 4,478 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class A | $60.61万 | 0.12% | 993 | 13 | 1.3% | $7,935 | 加仓 |
| MSFT | Microsoft Corp | $56.54万 | 0.11% | 1,367 | -113 | -7.6% | -$4.67万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $52.47万 | 0.10% | 1,120 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Ftse Developed | $47.32万 | 0.09% | 6,968 | 950 | 15.8% | $6.45万 | 加仓 |
| VPU | Vanguard Utilities | $47.00万 | 0.09% | 2,344 | -862 | -26.9% | -$17.28万 | 减仓 |
| HBCP | Home Bancorp Inc | $39.57万 | 0.08% | 6,223 | 628 | 11.2% | $3.99万 | 加仓 |
| AMZN | AMZN | $38.98万 | 0.08% | 1,433 | 94 | 7.0% | $2.56万 | 加仓 |
| WMT | Wal-Mart Stores Inc | $38.53万 | 0.08% | 2,956 | 90 | 3.1% | $1.17万 | 加仓 |
| AES | Aes Corp | $38.01万 | 0.07% | 26,620 | 0 | 0.0% | — | 不变 |
| GOOG | GOOG | $36.60万 | 0.07% | 964 | 64 | 7.1% | $2.43万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $33.63万 | 0.07% | 5,774 | 1,917 | 49.7% | $11.17万 | 加仓 |
| FHN | First Horizon Natl Corp | $28.94万 | 0.06% | 11,748 | -162 | -1.4% | -$3,990 | 减仓 |
| IAU | Ishares Gold TRUST | $26.62万 | 0.05% | 3,133 | -527 | -14.4% | -$4.48万 | 减仓 |
| TSLA | Tesla Inc | $26.42万 | 0.05% | 673 | -1 | -0.1% | -$393 | 减仓 |
| AMT | Amern Tower Corp Class A | $25.03万 | 0.05% | 1,384 | -58 | -4.0% | -$1.05万 | 减仓 |
| INFQ | Infleqtion Inc | $24.56万 | 0.05% | 20,000 | 20,000 | — | $24.56万 | 新建仓 |
| VMD | Viemed Healthcare Inc | $22.30万 | 0.04% | 23,520 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies PLC Class A | $20.29万 | 0.04% | 417 | 417 | — | $20.29万 | 新建仓 |
| — | Lithium Chile Inc | $1.91万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| — | One World Universe Inc | $73 | 0.00% | 18,700 | 0 | 0.0% | — | 不变 |
| — | Winning Brands Corp | $15 | 0.00% | 147,058 | 147,058 | — | $15 | 新建仓 |
| VDC | Vanguard Consumer Staples ETF | $0 | 0.00% | 0 | -1,357 | -100.0% | -$30.61万 | 清仓 |
| — | Petroteq Energy Inc | $0 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | Intelligent Highway Solutions Inc | $0 | 0.00% | 555,555 | 555,555 | — | — | 新建仓 |
| — | Somatic Systems Inc | $0 | 0.00% | 1,000,000 | 1,000,000 | — | — | 新建仓 |