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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 109 项
建仓 11
增持 37
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
DBND
DOUBLELINE ETF TRUST
+$15.7M
340,350
减持
SPY
SPDR S&P 500 ETF TR
-$12.8M
58,563
-25%
清仓
XLV
SELECT SECTOR SPDR TR
-$10.1M
0
-100%
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
-$7.5M
93,044
-19%
减持
ITOT
ISHARES TR
-$7.5M
131,004
-28%
增持
XLF
SELECT SECTOR SPDR TR
+$6.9M
154,947
+835%
减持
SCHF
SCHWAB STRATEGIC TR
-$5.0M
1,194,019
-23%
减持
IWY
ISHARES TR
-$4.5M
46,048
-24%
减持
IJR
ISHARES TR
-$3.3M
73,075
-23%
减持
AAPL
APPLE INC
-$3.2M
28,505
-25%
减持
COWZ
PACER FDS TR
-$3.0M
223,174
-17%
减持
NVDA
NVIDIA CORPORATION
-$2.7M
55,108
-15%
减持
VO
VANGUARD INDEX FDS
-$2.4M
18,052
-33%
建仓
KRE
SPDR SER TR
+$1.6M
28,611
增持
IVV
ISHARES TR
+$1.5M
8,112
+58%
减持
IWM
ISHARES TR
-$1.5M
21,138
-18%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
271,598
-16%
建仓
IAT
ISHARES TR
+$1.2M
24,733
减持
SMMD
ISHARES TR
-$1.1M
59,735
-16%
减持
MAR
MARRIOTT INTL INC NEW
-$988.0K
1,699
-66%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$959.9K
0
-100%
减持
FBND
FIDELITY MERRIMACK STR TR
-$932.9K
12,497
-63%
减持
IJH
ISHARES TR
-$929.3K
56,989
-17%
清仓
WSO
WATSCO INC
-$909.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$860.2K
10,929
-7%
减持
AMZN
AMAZON COM INC
-$800.8K
18,852
-6%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$797.1K
7,514
-11%
增持
QDPL
PACER FDS TR
+$589.9K
28,681
+141%
减持
XLK
SELECT SECTOR SPDR TR
-$485.0K
4,058
-29%
建仓
IWB
ISHARES TR
+$477.9K
1,558
减持
IUSG
ISHARES TR
-$402.5K
8,496
-20%
增持
GOOGL
ALPHABET INC
-$392.8K
12,562
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$377.6K
20,511
-31%
增持
AVGO
BROADCOM INC
-$345.3K
6,788
+6%
减持
QQQ
INVESCO QQQ TR
-$335.3K
1,639
-24%
减持
IWF
ISHARES TR
-$316.3K
3,831
-9%
清仓
FETH
FIDELITY ETHEREUM FD
-$311.6K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$298.2K
1,783
建仓
NFLX
NETFLIX INC
+$286.3K
307
建仓
MA
MASTERCARD INCORPORATED
+$271.9K
496
建仓
LRCX
LAM RESEARCH CORP
+$268.1K
3,687
建仓
CRM
SALESFORCE INC
+$254.0K
947
清仓
QCOM
QUALCOMM INC
-$248.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$246.1K
0
-100%
增持
BX
BLACKSTONE INC
-$233.8K
7,561
+1%
建仓
BLK
BLACKROCK INC
+$232.8K
246
清仓
CALF
PACER FDS TR
-$231.5K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$223.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$218.9K
1,926
+8%
清仓
NOBL
PROSHARES TR
-$213.6K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$212.0K
0
-100%
减持
EUSA
ISHARES INC
-$211.4K
12,576
-14%
清仓
XT
ISHARES TR
-$211.4K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$203.1K
22,566
+9%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$202.8K
816
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$201.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$201.6K
2,237
+27%
减持
WMT
WALMART INC
-$201.3K
7,250
-22%
清仓
DSI
ISHARES TR
-$201.2K
0
-100%
增持
MO
ALTRIA GROUP INC
+$176.3K
14,850
+9%
减持
MRK
MERCK & CO INC
-$149.2K
3,549
-25%
增持
V
VISA INC
+$137.0K
3,106
+3%
增持
VB
VANGUARD INDEX FDS
+$134.1K
2,182
+50%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$129.1K
51,915
-9%
减持
BAC
BANK AMERICA CORP
-$125.8K
19,276
-9%
增持
CSCO
CISCO SYS INC
+$123.7K
11,894
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$121.2K
10,286
+19%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$109.0K
24,088
+9%
减持
—
FERRARI N V
-$105.1K
735
-26%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$104.5K
9,575
+34%
增持
GOOG
ALPHABET INC
-$99.8K
3,001
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$93.2K
4,138
+8%
增持
AIG
AMERICAN INTL GROUP INC
+$92.4K
6,304
+1%
增持
KO
COCA COLA CO
+$87.9K
6,858
+6%
减持
ABBV
ABBVIE INC
+$86.5K
3,017
-2%
减持
PM
PHILIP MORRIS INTL INC
+$86.4K
2,512
-3%
减持
LVHI
LEGG MASON ETF INVT
+$79.9K
87,750
-3%
增持
WSM
WILLIAMS SONOMA INC
-$74.2K
2,790
+0%
增持
LLY
ELI LILLY & CO
+$68.9K
885
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$63.6K
968
+19%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$62.0K
4,342
-7%
减持
HD
HOME DEPOT INC
-$60.7K
1,930
-2%
增持
PFE
PFIZER INC
+$60.2K
18,795
+20%
增持
MUNI
PIMCO ETF TR
+$59.6K
74,277
+2%
增持
TXN
TEXAS INSTRS INC
+$56.8K
2,315
+21%
增持
LMT
LOCKHEED MARTIN CORP
+$50.8K
658
+32%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$47.4K
30,366
+0%
增持
PKG
PACKAGING CORP AMER
-$41.6K
2,245
+4%
减持
MCD
MCDONALDS CORP
-$41.1K
734
-21%
增持
AMGN
AMGEN INC
+$40.1K
773
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$39.9K
1,017
-10%
增持
META
META PLATFORMS INC
+$38.3K
3,623
+3%
减持
GLW
CORNING INC
-$36.5K
8,053
-6%
增持
F
FORD MTR CO
+$36.0K
16,833
+25%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$34.7K
3,672
+1%
减持
VTV
VANGUARD INDEX FDS
-$30.3K
1,334
-13%
增持
—
ACCENTURE PLC IRELAND
+$25.2K
740
+26%
减持
MRSH
MARSH & MCLENNAN COS INC
+$23.9K
1,188
-5%
减持
GEN
GEN DIGITAL INC
-$23.7K
12,149
-4%
增持
—
GARMIN LTD
+$23.3K
1,961
+1%
减持
WM
WASTE MGMT INC DEL
+$22.9K
2,299
-9%
减持
COST
COSTCO WHSL CORP NEW
+$22.1K
917
-1%
减持
—
EXXON MOBIL CORP
-$21.4K
1,776
-18%
增持
IWD
ISHARES TR
+$13.4K
3,871
+0%
减持
IXUS
ISHARES TR
-$7.2K
5,375
-7%
减持
UNP
UNION PAC CORP
+$6.0K
1,495
-2%
减持
PG
PROCTER AND GAMBLE CO
-$5.7K
1,738
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.1K
6,049
+1%
减持
WFC
WELLS FARGO CO NEW
-$3.7K
7,512
-3%