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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
$324.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 102 项
建仓 15
增持 54
减持 28
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$5.9M
71,088
+11%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.4M
766,371
+5%
增持
COWZ
PACER FDS TR
+$1.8M
245,866
+8%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VTI
VANGUARD INDEX FDS
+$1.3M
117,641
-2%
增持
AAPL
APPLE INC
+$1.2M
37,189
+5%
建仓
USFR
WISDOMTREE TR
+$1.2M
24,372
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
81,326
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
101,324
+7%
增持
IWY
ISHARES TR
+$1.1M
54,446
+8%
增持
MUNI
PIMCO ETF TR
+$1.1M
48,545
+68%
减持
IJR
ISHARES TR
+$912.1K
97,469
-1%
增持
SMMD
ISHARES TR
+$684.1K
66,280
+9%
减持
ITOT
ISHARES TR
+$616.8K
183,769
-3%
减持
VO
VANGUARD INDEX FDS
+$498.7K
26,269
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$493.1K
30,988
+1%
增持
AVGO
BROADCOM INC
+$439.2K
6,354
+1454%
减持
IWM
ISHARES TR
+$415.2K
26,027
-1%
建仓
LMT
LOCKHEED MARTIN CORP
+$390.8K
669
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$378.7K
8,053
+2%
建仓
ORCL
ORACLE CORP
+$378.3K
2,220
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$358.2K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$353.8K
6,372
增持
LVHI
LEGG MASON ETF INVT
+$350.0K
62,369
+16%
增持
META
META PLATFORMS INC
+$340.7K
3,490
+6%
清仓
BA
BOEING CO
-$321.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$286.3K
1,126
+54%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$278.5K
1,249
减持
GOOGL
ALPHABET INC
-$272.4K
12,294
-3%
建仓
KHC
KRAFT HEINZ CO
+$268.0K
7,632
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$260.9K
7,172
建仓
PRU
PRUDENTIAL FINL INC
+$250.0K
2,065
减持
AMZN
AMAZON COM INC
-$243.9K
20,529
-3%
清仓
NVO
NOVO-NORDISK A S
-$241.1K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$239.6K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$238.3K
19,550
+5%
清仓
LOW
LOWES COS INC
-$237.9K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$230.8K
3,133
增持
BX
BLACKSTONE INC
+$224.1K
7,448
+1%
建仓
DELL
DELL TECHNOLOGIES INC
+$219.7K
1,853
建仓
VB
VANGUARD INDEX FDS
+$216.4K
912
减持
SMH
VANECK ETF TRUST
-$216.4K
860
-48%
增持
IWF
ISHARES TR
+$214.9K
4,197
+12%
建仓
CALF
PACER FDS TR
+$208.6K
4,484
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$206.6K
747
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$202.6K
1,780
+17%
建仓
—
ACCENTURE PLC IRELAND
+$202.0K
571
增持
MSFT
MICROSOFT CORP
+$197.2K
11,604
+8%
增持
IWD
ISHARES TR
+$196.5K
3,873
+26%
增持
ABBV
ABBVIE INC
+$196.1K
2,799
+35%
增持
JPM
JPMORGAN CHASE & CO.
+$194.0K
3,779
+27%
减持
BAC
BANK AMERICA CORP
-$157.9K
19,502
-17%
增持
HD
HOME DEPOT INC
+$152.1K
2,029
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$151.9K
18,557
+10%
减持
QCOM
QUALCOMM INC
-$145.3K
1,606
-24%
增持
WMT
WALMART INC
+$134.7K
10,045
+1%
增持
PKG
PACKAGING CORP AMER
+$134.2K
2,040
+22%
增持
NVDA
NVIDIA CORPORATION
+$131.8K
68,798
+3%
减持
MAR
MARRIOTT INTL INC NEW
-$129.4K
5,569
-11%
增持
IVV
ISHARES TR
+$127.9K
2,961
+3%
增持
MO
ALTRIA GROUP INC
+$126.5K
12,764
+11%
建仓
F
FORD MTR CO
+$121.7K
11,522
减持
IJH
ISHARES TR
+$120.2K
68,978
-3%
减持
FPAYQ
FLEXSHOPPER INC
-$91.0K
189,977
-15%
增持
TXN
TEXAS INSTRS INC
+$87.7K
1,742
+25%
增持
WSM
WILLIAMS SONOMA INC
+$80.9K
2,812
+124%
增持
GOOG
ALPHABET INC
+$80.6K
3,532
+27%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$74.5K
1,460
+67%
增持
VOO
VANGUARD INDEX FDS
+$73.6K
1,568
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$69.0K
7,593
+15%
增持
KO
COCA COLA CO
+$66.3K
6,588
+3%
增持
IUSG
ISHARES TR
+$65.8K
10,619
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$64.8K
15,669
+2%
增持
—
GARMIN LTD
+$64.4K
1,829
+16%
增持
GLW
CORNING INC
+$63.9K
8,478
+3%
增持
COST
COSTCO WHSL CORP NEW
+$62.7K
921
+4%
减持
V
VISA INC
-$56.0K
3,022
-11%
减持
CSCO
CISCO SYS INC
+$53.4K
9,385
-0%
增持
GEN
GEN DIGITAL INC
+$46.6K
11,889
+6%
减持
MCD
MCDONALDS CORP
+$45.7K
973
-1%
增持
PG
PROCTER AND GAMBLE CO
+$45.2K
1,832
+11%
增持
UNP
UNION PAC CORP
+$44.9K
1,652
+3%
增持
CVS
CVS HEALTH CORP
+$44.4K
4,262
+13%
增持
QQQ
INVESCO QQQ TR
+$38.4K
2,010
+2%
减持
PM
PHILIP MORRIS INTL INC
+$37.9K
2,566
-5%
增持
JNJ
JOHNSON & JOHNSON
+$35.3K
1,520
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$31.0K
6,024
+3%
增持
MRK
MERCK & CO INC
+$30.1K
6,938
+13%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$22.4K
4,684
+19%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$20.9K
55,668
-7%
增持
WFC
WELLS FARGO CO NEW
-$19.2K
7,691
+1%
减持
VTV
VANGUARD INDEX FDS
-$17.1K
1,531
-14%
减持
IXUS
ISHARES TR
+$16.5K
6,600
-4%
减持
AIG
AMERICAN INTL GROUP INC
-$13.5K
9,225
-1%
减持
EUSA
ISHARES INC
-$10.9K
14,811
-9%
减持
GLD
SPDR GOLD TR
+$10.4K
1,254
-8%
减持
PFE
PFIZER INC
+$10.3K
15,248
-1%
减持
DHR
DANAHER CORPORATION
+$7.9K
772
-7%
增持
WM
WASTE MGMT INC DEL
-$4.5K
2,631
+2%
增持
LLY
ELI LILLY & CO
-$3.1K
871
+2%
减持
—
EXXON MOBIL CORP
-$1.6K
1,897
-2%
减持
AMGN
AMGEN INC
+$422
1,162
-3%
减持
IUSV
ISHARES TR
-$44
2,547
-8%
