BCM ADVISORS, LLC
LAFAYETTE LA · SEC CIK 0001373017
$5.14亿2026Q2 申报市值
80持仓数
70.2%前十大占比 · 第一大 18.6%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$832.57万
SCHD 加仓+$449.29万
VXUS 新建仓+$129.92万
GLDM 加仓+$115.16万
AVUV 新建仓+$84.84万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$1,227.57万
Exxon Mobil Corp 清仓-$815.83万
VGT 减仓-$216.36万
DFAU 减仓-$202.13万
VOOG 减仓-$201.39万
2026Q2 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 | $9,567.99万 | 18.63% | 1,267,115 | 2,723 | 0.2% | $20.56万 | 加仓 |
| GLD | SPDR Gold Share | $7,039.55万 | 13.71% | 189,286 | -3,839 | -2.0% | -$142.77万 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | $5,929.78万 | 11.54% | 1,157,030 | -39,440 | -3.3% | -$202.13万 | 减仓 |
| VTI | Vanguard Total Stock Mkt | $4,202.50万 | 8.18% | 115,200 | 131 | 0.1% | $4.78万 | 加仓 |
| DGRW | WisdomTree US Quality Dividend Gr ETF | $3,612.91万 | 7.03% | 378,553 | -11,658 | -3.0% | -$111.26万 | 减仓 |
| CATH | S&P500 Catholic Values | $2,011.42万 | 3.92% | 229,489 | -7,299 | -3.1% | -$63.97万 | 减仓 |
| JNJ | Johnson & Johnson | $1,038.45万 | 2.02% | 39,425 | 90 | 0.2% | $2.37万 | 加仓 |
| AVGO | Broadcom Ltd | $993.68万 | 1.93% | 26,018 | 0 | 0.0% | — | 不变 |
| XOM | Exxon Mobil Corporation | $832.57万 | 1.62% | 53,050 | 53,050 | — | $832.57万 | 新建仓 |
| KO | Coca Cola Company | $820.73万 | 1.60% | 99,785 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend | $752.30万 | 1.46% | 225,983 | 134,963 | 148.3% | $449.29万 | 加仓 |
| ATO | Atmos Energy Corp | $740.52万 | 1.44% | 41,319 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corporation | $731.85万 | 1.42% | 56,072 | -23 | -0.0% | -$3,002 | 减仓 |
| NVDA | Nvidia Corp | $721.22万 | 1.40% | 34,869 | 425 | 1.2% | $8.79万 | 加仓 |
| AMD | Advanced Micro Devices | $638.34万 | 1.24% | 12,230 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $626.47万 | 1.22% | 7,049 | 1 | 0.0% | $889 | 加仓 |
| SGOL | ETFS Gold Trust | $604.92万 | 1.18% | 156,755 | 4,660 | 3.1% | $17.98万 | 加仓 |
| BRO | Brown & Brown Inc | $597.92万 | 1.16% | 88,372 | 138 | 0.2% | $9,337 | 加仓 |
| ED | Consolidated Edison Inc | $544.91万 | 1.06% | 48,218 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners L.P. | $476.32万 | 0.93% | 122,984 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid Cap Etf | $432.82万 | 0.84% | 53,733 | -152,399 | -73.9% | -$1,227.57万 | 减仓 |
| — | Dimensional US Small Cap ETF | $432.11万 | 0.84% | 53,519 | 1,928 | 3.7% | $15.57万 | 加仓 |
| SPY | S P D R TRUST Unit SR | $426.44万 | 0.83% | 5,771 | 43 | 0.8% | $3.18万 | 加仓 |
| ISTB | Ishares Core 1 5 Year | $407.46万 | 0.79% | 84,993 | 14,354 | 20.3% | $68.81万 | 加仓 |
| PH | Parker-Hannifin Corp | $392.15万 | 0.76% | 3,971 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Co | $388.49万 | 0.76% | 42,809 | 22 | 0.1% | $1,997 | 加仓 |
| DE | Deere & Co | $348.50万 | 0.68% | 5,548 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $311.83万 | 0.61% | 3,335 | 0 | 0.0% | — | 不变 |
| VLO | Valero Energy Corp New | $302.80万 | 0.59% | 10,010 | 0 | 0.0% | — | 不变 |
| TLT | Ishares Tr Barclays Bond | $298.34万 | 0.58% | 35,837 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $293.43万 | 0.57% | 8,811 | -8 | -0.1% | -$2,664 | 减仓 |
| PEP | Pepsico Incorporated | $293.12万 | 0.57% | 21,452 | -99 | -0.5% | -$1.35万 | 减仓 |
| USMV | iShares MSCI USA Min Volatility | $279.60万 | 0.54% | 28,840 | -424 | -1.4% | -$4.11万 | 减仓 |
| IP | International Paper Co | $275.61万 | 0.54% | 65,373 | 59 | 0.1% | $2,487 | 加仓 |
| KMI | Kinder Morgan Inc | $267.30万 | 0.52% | 81,344 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $265.86万 | 0.52% | 33,154 | 14,361 | 76.4% | $115.16万 | 加仓 |
| COP | Conocophillips | $262.68万 | 0.51% | 21,843 | -56 | -0.3% | -$6,735 | 减仓 |
| GD | General Dynamics Corp | $257.11万 | 0.50% | 6,648 | 45 | 0.7% | $1.74万 | 加仓 |
| ADM | Archer-Daniels-Midln | $194.20万 | 0.38% | 22,602 | 0 | 0.0% | — | 不变 |
| JBHT | JB Hunt Transport Services Inc | $187.74万 | 0.37% | 6,512 | 0 | 0.0% | — | 不变 |
| GIS | General Mills Inc | $176.06万 | 0.34% | 48,864 | 199 | 0.4% | $7,170 | 加仓 |
| JPM | J.P. Morgan Chase | $168.80万 | 0.33% | 4,779 | 0 | 0.0% | — | 不变 |
| MKSI | MKSI | $161.40万 | 0.31% | 4,903 | 0 | 0.0% | — | 不变 |
| IEF | Ishares 7-10 Year Trsury | $133.24万 | 0.26% | 14,322 | -17,139 | -54.5% | -$159.44万 | 减仓 |
| CNI | Canadian National Railway Co | $131.24万 | 0.26% | 10,136 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total International Stock ETF | $129.92万 | 0.25% | 15,578 | 15,578 | — | $129.92万 | 新建仓 |
| AFL | Aflac Inc | $126.39万 | 0.25% | 10,063 | 0 | 0.0% | — | 不变 |
| UGI | UGI Corp | $120.30万 | 0.23% | 32,225 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy | $111.47万 | 0.22% | 25,016 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corporation | $106.85万 | 0.21% | 12,857 | 0 | 0.0% | — | 不变 |
| SLB | Schlumberger Ltd | $99.26万 | 0.19% | 18,935 | 0 | 0.0% | — | 不变 |
| TSCO | Tractor Supply Co | $89.54万 | 0.17% | 28,866 | 121 | 0.4% | $3,753 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $84.84万 | 0.17% | 6,772 | 6,772 | — | $84.84万 | 新建仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $81.72万 | 0.16% | 14,084 | 8,310 | 143.9% | $48.21万 | 加仓 |
| DFGX | Dimensional Global ex US Cor Fxd Inc ETF | $77.90万 | 0.15% | 14,921 | 14,921 | — | $77.90万 | 新建仓 |
| VYM | Vanguard Whitehall Funds | $70.08万 | 0.14% | 4,320 | -158 | -3.5% | -$2.56万 | 减仓 |
| META | Meta Platforms Inc Class A | $58.51万 | 0.11% | 983 | -10 | -1.0% | -$5,952 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $55.43万 | 0.11% | 1,120 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Ftse Developed | $48.57万 | 0.09% | 6,968 | 0 | 0.0% | — | 不变 |
| VPU | Vanguard Utilities | $44.70万 | 0.09% | 2,241 | -103 | -4.4% | -$2.05万 | 减仓 |
| HBCP | Home Bancorp Inc | $43.88万 | 0.09% | 6,251 | 28 | 0.4% | $1,966 | 加仓 |
| AES | Aes Corp | $39.47万 | 0.08% | 26,600 | -20 | -0.1% | -$297 | 减仓 |
| AMZN | AMZN | $39.32万 | 0.08% | 1,694 | 261 | 18.2% | $6.06万 | 加仓 |
| MSFT | Microsoft Corp | $39.32万 | 0.08% | 1,030 | -337 | -24.7% | -$12.86万 | 减仓 |
| VOOG | Vanguard S&P 500 Growth | $33.96万 | 0.07% | 4,254 | -25,230 | -85.6% | -$201.39万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $32.16万 | 0.06% | 2,938 | -18 | -0.6% | -$1,970 | 减仓 |
| VGT | Vanguard Information Technology ETF | $30.91万 | 0.06% | 2,728 | -19,096 | -87.5% | -$216.36万 | 减仓 |
| GOOG | GOOG | $30.76万 | 0.06% | 964 | 0 | 0.0% | — | 不变 |
| FHN | First Horizon Natl Corp | $28.98万 | 0.06% | 11,353 | -395 | -3.4% | -$1.01万 | 减仓 |
| VMD | Viemed Healthcare Inc | $27.68万 | 0.05% | 23,520 | 0 | 0.0% | — | 不变 |
| INFQ | Infleqtion Inc | $26.91万 | 0.05% | 30,000 | 10,000 | 50.0% | $8.97万 | 加仓 |
| AMT | Amern Tower Corp Class A | $24.03万 | 0.05% | 1,442 | 58 | 4.2% | $9,667 | 加仓 |
| IAU | Ishares Gold TRUST | $23.88万 | 0.05% | 3,133 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $21.76万 | 0.04% | 695 | 22 | 3.3% | $6,887 | 加仓 |
| VHT | Vanguard Health Care | $20.17万 | 0.04% | 661 | 661 | — | $20.17万 | 新建仓 |
| TT | Trane Technologies PLC Class A | $20.06万 | 0.04% | 417 | 0 | 0.0% | — | 不变 |
| — | Lithium Chile Inc | $1.59万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| — | One World Universe Inc | $47 | 0.00% | 18,700 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -53,083 | -100.0% | -$815.83万 | 清仓 |
| — | Winning Brands Corp | $0 | 0.00% | 0 | -147,058 | -100.0% | -$15 | 清仓 |
| — | Somatic Systems Inc | $0 | 0.00% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | Intelligent Highway Solutions Inc | $0 | 0.00% | 0 | -555,555 | -100.0% | — | 清仓 |
| — | Petroteq Energy Inc | $0 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |