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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 109 项
建仓 11
增持 52
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
77,743
+9%
增持
SCHF
SCHWAB STRATEGIC TR
-$2.9M
1,547,829
+102%
减持
XLV
SELECT SECTOR SPDR TR
-$2.4M
73,591
-10%
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。
增持
IWY
ISHARES TR
+$2.2M
60,359
+11%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
33,506
增持
IVV
ISHARES TR
+$1.3M
5,133
+73%
清仓
USFR
WISDOMTREE TR
-$1.2M
0
-100%
增持
MUNI
PIMCO ETF TR
+$1.2M
72,867
+50%
增持
COWZ
PACER FDS TR
+$1.0M
270,173
+10%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$959.9K
4,901
建仓
WSO
WATSCO INC
+$909.4K
1,919
增持
AAPL
APPLE INC
+$892.3K
38,165
+3%
增持
LVHI
LEGG MASON ETF INVT
+$822.1K
90,451
+45%
建仓
XLF
SELECT SECTOR SPDR TR
+$801.1K
16,575
增持
VEA
VANGUARD TAX-MANAGED FDS
+$592.7K
29,699
+90%
减持
AMZN
AMAZON COM INC
+$562.4K
19,999
-3%
减持
IJR
ISHARES TR
-$499.1K
94,609
-3%
建仓
QDPL
PACER FDS TR
+$457.6K
11,919
增持
AVGO
BROADCOM INC
+$385.6K
6,391
+1%
减持
ITOT
ISHARES TR
+$381.4K
182,448
-1%
增持
SMMD
ISHARES TR
+$350.3K
71,168
+7%
减持
NVDA
NVIDIA CORPORATION
+$326.6K
64,647
-6%
减持
MRK
MERCK & CO INC
-$320.1K
4,703
-32%
建仓
FETH
FIDELITY ETHEREUM FD
+$311.6K
9,328
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$301.2K
5,980
增持
GOOGL
ALPHABET INC
+$296.4K
12,337
+0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$275.3K
3,640
清仓
CVS
CVS HEALTH CORP
-$268.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$268.0K
0
-100%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$260.9K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$250.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$246.3K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$244.1K
30,290
-2%
清仓
IUSV
ISHARES TR
-$243.2K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$231.4K
321,972
+218%
清仓
MDLZ
MONDELEZ INTL INC
-$230.8K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$230.8K
7,166
+12%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$228.8K
57,102
+3%
建仓
COIN
COINBASE GLOBAL INC
+$223.0K
898
减持
VTI
VANGUARD INDEX FDS
-$220.8K
114,180
-3%
减持
AIG
AMERICAN INTL GROUP INC
-$219.9K
6,259
-32%
清仓
DELL
DELL TECHNOLOGIES INC
-$219.7K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$218.0K
8,437
+5%
清仓
DHR
DANAHER CORPORATION
-$214.5K
0
-100%
建仓
NOBL
PROSHARES TR
+$213.6K
2,146
建仓
DSI
ISHARES TR
+$201.2K
1,825
清仓
FPAYQ
FLEXSHOPPER INC
-$195.7K
0
-100%
减持
AMGN
AMGEN INC
-$173.5K
770
-34%
增持
VO
VANGUARD INDEX FDS
+$171.7K
26,889
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$163.0K
22,030
+19%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$161.7K
20,743
+6%
增持
BAC
BANK AMERICA CORP
+$156.4K
21,165
+9%
增持
BX
BLACKSTONE INC
+$150.2K
7,486
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$147.7K
500
-25%
增持
VB
VANGUARD INDEX FDS
+$133.3K
1,455
+60%
减持
ORCL
ORACLE CORP
-$132.2K
1,477
-33%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$131.7K
812
-44%
增持
JPM
JPMORGAN CHASE & CO.
+$124.9K
3,846
+2%
增持
IWF
ISHARES TR
+$124.1K
4,232
+1%
增持
QQQ
INVESCO QQQ TR
+$122.9K
2,159
+7%
减持
V
VISA INC
+$120.8K
3,011
-0%
增持
VOO
VANGUARD INDEX FDS
+$120.6K
1,759
+12%
增持
CSCO
CISCO SYS INC
+$110.9K
10,309
+10%
减持
LLY
ELI LILLY & CO
-$108.9K
858
-1%
增持
WFC
WELLS FARGO CO NEW
+$108.6K
7,731
+1%
减持
IXUS
ISHARES TR
-$97.0K
5,782
-12%
减持
—
FERRARI N V
-$87.0K
987
-8%
增持
UNH
UNITEDHEALTH GROUP INC
-$85.3K
1,132
+1%
增持
IUSG
ISHARES TR
+$81.4K
10,636
+0%
增持
—
GARMIN LTD
+$80.5K
1,951
+7%
减持
WSM
WILLIAMS SONOMA INC
+$79.6K
2,783
-1%
减持
KO
COCA COLA CO
-$70.2K
6,477
-2%
增持
MO
ALTRIA GROUP INC
+$63.5K
13,674
+7%
减持
UNP
UNION PAC CORP
-$60.0K
1,522
-8%
减持
HD
HOME DEPOT INC
-$54.4K
1,974
-3%
增持
META
META PLATFORMS INC
+$52.2K
3,501
+0%
增持
PKG
PACKAGING CORP AMER
+$46.7K
2,159
+6%
减持
IWM
ISHARES TR
-$44.3K
25,819
-1%
减持
IJH
ISHARES TR
-$44.1K
68,282
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$37.1K
5,689
-6%
减持
WM
WASTE MGMT INC DEL
-$36.9K
2,524
-4%
增持
MSFT
MICROSOFT CORP
-$30.2K
11,774
+1%
减持
EUSA
ISHARES INC
-$29.6K
14,560
-2%
增持
COST
COSTCO WHSL CORP NEW
+$28.5K
922
+0%
减持
WMT
WALMART INC
+$26.5K
9,272
-8%
减持
MCD
MCDONALDS CORP
-$26.0K
932
-4%
增持
PFE
PFIZER INC
-$25.2K
15,682
+3%
增持
QCOM
QUALCOMM INC
-$25.1K
1,615
+1%
增持
CALF
PACER FDS TR
+$22.9K
5,260
+17%
增持
GLW
CORNING INC
+$22.4K
8,526
+1%
减持
GOOG
ALPHABET INC
-$21.9K
2,986
-15%
增持
GEN
GEN DIGITAL INC
+$20.0K
12,642
+6%
减持
IWD
ISHARES TR
-$20.0K
3,862
-0%
减持
PG
PROCTER AND GAMBLE CO
-$15.3K
1,801
-2%
增持
MRSH
MARSH & MCLENNAN COS INC
-$12.5K
1,253
+0%
增持
F
FORD MTR CO
+$11.2K
13,416
+16%
减持
GLD
SPDR GOLD TR
-$10.9K
1,214
-3%
增持
—
EXXON MOBIL CORP
+$10.3K
2,163
+14%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$10.1K
4,644
-1%
减持
MAR
MARRIOTT INTL INC NEW
+$8.4K
4,993
-10%
增持
ABBV
ABBVIE INC
-$7.1K
3,071
+10%
增持
VTV
VANGUARD INDEX FDS
-$6.6K
1,540
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.7K
690
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.4K
8,636
+14%
增持
—
ACCENTURE PLC IRELAND
+$3.7K
585
+2%
增持
XT
ISHARES TR
-$3.5K
3,543
+0%
增持
SMH
VANECK ETF TRUST
+$969
875
+2%
增持
PM
PHILIP MORRIS INTL INC
+$745
2,595
+1%
增持
TXN
TEXAS INSTRS INC
-$626
1,916
+10%