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BCU Wealth Advisors, LLC

趨勢追蹤型集中型投資策略長期持有型

申報總市值

US$2.7億

申報季度: 2026-03-31 · 持股檔數: 60

BCU Wealth Advisors, LLC在最新一期 13F 報告中揭露了 60 項持股，申報期為 2026-03-31，總持股市值約為 US$2.7億，季度換手率為 7.9%。

機構性格雪花圖

集中度
91
持倉穩定性
7.87
動能／逆勢
100
產業集中度
58.88
多樣化
100
倉位均衡度
64.13

近期動向

  • 加碼 GOVT

    +738.2%　US$161.0萬

  • 加碼 EFG

    +533.7%　US$158.4萬

  • 加碼 IVV

    +30.0%　US$108.1萬

  • 加碼 DFAC

    +5.3%　US$381.9萬

  • 減碼 IAU

    -66.3%　-US$73.1萬

  • 減碼 DYNF

    -12.0%　-US$64.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1DFACDimensional US Core Equity 2ETF-其他44.31%+0.29%+5.26%
2DFICDimensional International CoETF-其他14.21%-0.08%-0.97%
3DFSDDimensional Short DurationETF-其他6.68%+0.07%+3.85%
4DFEMDimensional Emrg Mrkt CoreETF-其他4.47%-0.07%-3.21%
5DFCFDimensional Core Fixed INCETF-其他4.17%+0.05%+4.70%
6IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他2.20%+0.05%+5.53%
7IVVIshares Core S&p 500 ETFETF-大型股與成長2.08%+0.36%+30.04%
8DFIPDimensional Inflation-protecETF-其他1.80%—+2.74%
9DFARDimensional US Real Est ETFETF-其他1.50%-0.01%-1.32%
10IVEIshares S&p 500 Value ETFETF-大型股與成長1.44%-0.14%-5.50%
11DYNFIshrs US E F R A Etf-usd INCETF-其他1.27%-0.28%-12.04%
12IVWIshares S&p 500 Growth ETFETF-大型股與成長1.27%-0.08%+5.20%
13IEMGIshares Core Msci EmergingETF-新興市場1.14%-0.07%-6.80%
14EFVIshares Msci Eafe Value ETFETF-其他1.09%—-0.95%
15TLHIshares 10-20 Year TreasuryETF-政府公債0.74%—+1.77%
16MBBIshares Mbs ETFETF-其他0.73%+0.02%+4.74%
17EFGIshares Msci Eafe Growth ETFETF-其他0.70%+0.58%+533.66%
18QUALIshares Msci USA Quality FacETF-其他0.68%—+3.70%
19GOVTIshares US Treasury Bond ETFETF-政府公債0.68%+0.60%+738.22%
20BAIIshrs Ai In And Tech Act ETFETF-科技型0.57%+0.02%+7.44%
21MTUMIshares Msci USA Momentum FaETF-其他0.57%—+5.77%
22THROIshares U.s. Thematic RotatiETF-其他0.52%—+5.45%
23IAGGIshares Intl Aggregate BondETF-其他0.44%+0.01%+5.68%
24BINCIshares Flex I A Etf-usd INCETF-其他0.42%-0.11%-16.58%
25ABBVAbbvie INC股票-醫療保健0.41%-0.03%+0.55%
26BLCRIshares Lrg Cp Cr Act Etf-uiETF-其他0.41%+0.41%NEW
27IDEFIshares Def Industrials ActETF-其他0.38%+0.38%NEW
28XOMExxon Mobil CORP股票-能源0.27%+0.07%—
29MGCVanguard Mega Cap ETFETF-其他0.25%-0.02%+0.18%
30KOCoca-cola Co/the股票-非循環性消費0.25%+0.01%-4.21%
31QQQInvesco Qqq Trust Series 1ETF-科技型0.24%-0.03%+0.09%
32VIGVanguard Dividend Apprec ETFETF-其他0.24%—+0.23%
33GEGeneral Electric股票-工業0.22%-0.03%+0.10%
34CVSCvs Health CORP股票-醫療保健0.21%-0.02%+0.39%
35VTIVanguard Total Stock Mkt ETFETF-其他0.20%-0.01%—
36DGROIshares Core Dividend GrowthETF-其他0.19%—-0.70%
37NVDANvidia CORP股票-科技0.18%-0.02%—
38ABTAbbott Laboratories股票-醫療保健0.18%-0.05%+0.42%
39ESGUIshares Esg Aware Msci USAETF-其他0.17%-0.02%—
40GEVGE Vernova INC股票-工業0.17%+0.04%—
41IAUIshares Gold TrustETF-避險與商品0.16%-0.28%-66.29%
42SPHQInvesco S&p 500 Quality ETFETF-大型股與成長0.15%—+0.30%
43BNDVanguard Total Bond MarketETF-其他0.14%—+0.64%
44WMTWalmart INC股票-非循環性消費0.14%+0.01%+0.13%
45BXBlackstone INC股票-金融0.14%-0.05%—
46BAXBaxter International INC股票-醫療保健0.13%-0.02%+0.05%
47IWYIshares Russell Top 200 GrowETF-其他0.13%-0.02%-2.71%
48DSTLDistillate US Fundamental StETF-其他0.13%—+0.20%
49PMPhilip Morris International股票-非循環性消費0.13%—+0.29%
50JNJJohnson & Johnson股票-醫療保健0.12%+0.02%+0.38%
1–50 of 60

本季持股變動

BCU Wealth Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Ishares S&p 100 ETF (OEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Def Industrials Act (IDEF); 清倉: Ishares U.s. Aerospace & Def (ITA); 清倉: Ishares Jp Morgan Usd Emergi (EMB).

BCU Wealth Advisors, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1GOVTIshares US Treasury Bond ETF+0.6%+738.22%加碼
2EFGIshares Msci Eafe Growth ETF+0.6%+533.66%加碼
3IVVIshares Core S&p 500 ETF+0.4%+30.04%加碼
4DFACDimensional US Core Equity 2+0.3%+5.26%加碼
5DFSDDimensional Short Duration+0.1%+3.85%加碼
6XOMExxon Mobil CORP+0.1%—不變
7DFCFDimensional Core Fixed INC+0.1%+4.70%加碼
8IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+5.53%加碼
9GEVGE Vernova INC0%—不變
10BAIIshrs Ai In And Tech Act ETF0%+7.44%加碼
11MBBIshares Mbs ETF0%+4.74%加碼
12JNJJohnson & Johnson0%+0.38%加碼
13IAGGIshares Intl Aggregate Bond0%+5.68%加碼
14EMEEmcor Group INC0%—不變
15WMTWalmart INC0%+0.13%加碼
16KOCoca-cola Co/the0%-4.21%減碼
17DFIPDimensional Inflation-protec—+2.74%加碼
18EFVIshares Msci Eafe Value ETF—-0.95%減碼
19DFARDimensional US Real Est ETF0%-1.32%減碼
20VTIVanguard Total Stock Mkt ETF0%—不變
21JPMJpmorgan Chase & Co0%+0.48%加碼
22CVSCvs Health CORP0%+0.39%加碼
23IWYIshares Russell Top 200 Grow0%-2.71%減碼
24BAXBaxter International INC0%+0.05%加碼
25MGCVanguard Mega Cap ETF0%+0.18%加碼
26NVDANvidia CORP0%—不變
27GOOGAlphabet Inc-cl C0%—不變
28AMZNAmazon.com INC0%—不變
29ESGUIshares Esg Aware Msci USA0%—不變
30MSFTMicrosoft CORP0%—不變
31GEGeneral Electric0%+0.10%加碼
32ABBVAbbvie INC0%+0.55%加碼
33QQQInvesco Qqq Trust Series 10%+0.09%加碼
34BXBlackstone INC-0.1%—不變
35ABTAbbott Laboratories-0.1%+0.42%加碼
36DFEMDimensional Emrg Mrkt Core-0.1%-3.21%減碼
37IEMGIshares Core Msci Emerging-0.1%-6.80%減碼
38DFICDimensional International Co-0.1%-0.97%減碼
39IVWIshares S&p 500 Growth ETF-0.1%+5.20%加碼
40BINCIshares Flex I A Etf-usd INC-0.1%-16.58%減碼
41IVEIshares S&p 500 Value ETF-0.1%-5.50%減碼
42IAUIshares Gold Trust-0.3%-66.29%減碼
43DYNFIshrs US E F R A Etf-usd INC-0.3%-12.04%減碼
44OEFIshares S&p 100 ETF—EXIT清倉
45BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建倉
46IDEFIshares Def Industrials Act—NEW新建倉
47ITAIshares U.s. Aerospace & Def—EXIT清倉
48EMBIshares Jp Morgan Usd Emergi—EXIT清倉
49MUBIshares National Muni Bond E—NEW新建倉
50ORCLOracle CORP—EXIT清倉

FAQ

BCU Wealth Advisors, LLC 是什麼機構？屬於哪種投資人類型？
BCU Wealth Advisors, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.7億，分佈在 60 個已申報部位之中。
BCU Wealth Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，BCU Wealth Advisors, LLC 按市值排列的前幾大持股為： 1. Dimensional US Core Equity 2 (DFAC) — US$1.2億 (44.3%) 2. Dimensional International Co (DFIC) — US$3812.6萬 (14.2%) 3. Dimensional Short Duration (DFSD) — US$1790.7萬 (6.7%) 4. Dimensional Emrg Mrkt Core (DFEM) — US$1198.6萬 (4.5%) 5. Dimensional Core Fixed INC (DFCF) — US$1118.9萬 (4.2%)
BCU Wealth Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，BCU Wealth Advisors, LLC 共進行了 40 項顯著調整：新建倉 3 個部位、加碼 22 個既有持股、減碼 11 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：清倉: Ishares S&p 100 ETF (OEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Def Industrials Act (IDEF); 清倉: Ishares U.s. Aerospace & Def (ITA); 清倉: Ishares Jp Morgan Usd Emergi (EMB)
BCU Wealth Advisors, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，BCU Wealth Advisors, LLC 的主要板塊分佈如下： • Health Care: 33.2% • Consumer Staples: 18.5% • Industrials: 14.2% • Information Technology: 13.4% • Energy: 9.9% • Communication Services: 4.1%