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Benchmark Financial Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Benchmark Financial Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001757706

持仓数

133

前50大市值合计

$324.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$26.5M

1,070,991

8.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$26.2M

40,305

8.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$25.7M

80,034

7.9%

DBND DOUBLELINE ETF TRUST

OPPORTUNISTIC CO

$23.9M

522,098

7.4%

ITOT ISHARES TR

CORE S&P TTL STK

$17.0M

119,553

5.2%

IVV ISHARES TR

CORE S&P500 ETF

$12.7M

19,437

3.9%

COWZ PACER FDS TR

US CASH COWS 100

$12.1M

193,073

3.7%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$11.8M

226,526

3.6%

NVDA NVIDIA CORPORATION

COM

$11.5M

66,176

3.6%

IWY ISHARES TR

RUS TP200 GR ETF

$10.2M

40,872

3.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$9.5M

309,111

2.9%

DBEF DBX ETF TR

XTRACK MSCI EAFE

$9.3M

188,914

2.9%

IJR ISHARES TR

CORE S&P SCP ETF

$9.2M

74,139

2.8%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$8.3M

205,823

2.6%

AAPL APPLE INC

COM

$7.9M

31,068

2.4%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$7.5M

151,983

2.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.8M

11,413

2.1%

XCEM COLUMBIA ETF TR II

EM CORE EX ETF

$6.8M

167,036

2.1%

SMMD ISHARES TR

RUSEL 2500 ETF

$6.7M

87,975

2.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$4.9M

16,919

1.5%

IWM ISHARES TR

RUSSELL 2000 ETF

$4.5M

17,964

1.4%

MSFT MICROSOFT CORP

COM

$4.4M

11,950

1.4%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$4.3M

179,977

1.3%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$4.0M

6,562

1.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$4.0M

20,781

1.2%

GOOGL ALPHABET INC

CAP STK CL A

$3.9M

13,460

1.2%

AMZN AMAZON COM INC

COM

$3.8M

18,234

1.2%

IJH ISHARES TR

CORE S&P MCP ETF

$3.8M

55,739

1.2%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$3.6M

47,456

1.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.7M

4,755

0.8%

QDPL PACER FDS TR

METAURUS CAP 400

$2.7M

66,497

0.8%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$2.5M

55,435

0.8%

GLD SPDR GOLD TR

GOLD SHS

$2.2M

5,132

0.7%

META META PLATFORMS INC

CL A

$2.1M

3,663

0.6%

AVGO BROADCOM INC

COM

$2.0M

6,442

0.6%

JPM JPMORGAN CHASE & CO

COM

$1.8M

6,018

0.5%

BMY BRISTOL-MYERS SQUIBB CO

COM

$1.6M

26,118

0.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.5M

22,694

0.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.4M

3,331

0.4%

BX BLACKSTONE INC

COM

$1.3M

11,595

0.4%

IUSG ISHARES TR

CORE S&P US GWT

$1.3M

8,213

0.4%

MO ALTRIA GROUP INC

COM

$1.2M

18,546

0.4%

EUSA ISHARES INC

MSCI EQUAL WEITE

$1.2M

11,991

0.4%

GOOG ALPHABET INC

CAP STK CL C

$1.2M

4,247

0.4%

V VISA INC

COM CL A

$1.2M

3,922

0.4%

FBTC FIDELITY WISE ORIGIN BITCOIN

SHS

$1.2M

19,663

0.4%

COST COSTCO WHOLESALE CORPORATION

COM

$1.2M

1,164

0.4%

GLW CORNING INC

COM

$1.1M

8,285

0.3%

IWB ISHARES TR

RUS 1000 ETF

$1.1M

3,094

0.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.1M

2,291

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

SCHF8.2%SPY8.1%VTI7.9%DBND7.4%ITOT5.2%IVV3.9%