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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 118 项
建仓 22
增持 61
减持 32
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$6.6M
13,672
+511%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.1M
1,252,546
+5%
建仓
KBE
SPDR SERIES TRUST
+$2.9M
51,472
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
NVDA
NVIDIA CORPORATION
+$2.7M
55,113
+0%
减持
VTI
VANGUARD INDEX FDS
+$2.1M
91,117
-2%
增持
QQQ
INVESCO QQQ TR
+$1.9M
4,926
+201%
清仓
KRE
SPDR SER TR
-$1.6M
0
-100%
减持
ITOT
ISHARES TR
+$1.4M
128,620
-2%
增持
DBND
DOUBLELINE ETF TRUST
+$1.3M
367,708
+8%
清仓
IAT
ISHARES TR
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.1M
10,450
-4%
增持
SMMD
ISHARES TR
+$1.1M
71,026
+19%
建仓
NOBL
PROSHARES TR
+$953.3K
9,467
减持
SCHD
SCHWAB STRATEGIC TR
-$721.1K
259,351
-5%
减持
IWY
ISHARES TR
+$684.3K
42,179
-8%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$648.3K
8,756
增持
IWB
ISHARES TR
+$641.3K
3,296
+112%
减持
AVGO
BROADCOM INC
+$616.4K
6,359
-6%
增持
META
META PLATFORMS INC
+$615.4K
3,663
+1%
减持
AAPL
APPLE INC
-$574.6K
28,060
-2%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$562.5K
13,317
+39%
减持
AMZN
AMAZON COM INC
+$515.6K
18,699
-1%
增持
COWZ
PACER FDS TR
+$511.8K
231,085
+4%
增持
IJR
ISHARES TR
+$490.2K
74,405
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$467.9K
5,115
+24%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$464.0K
7,580
建仓
DBEF
DBX ETF TR
+$452.0K
10,332
建仓
GS
GOLDMAN SACHS GROUP INC
+$447.9K
633
增持
XLF
SELECT SECTOR SPDR TR
+$439.0K
155,755
+1%
增持
QDPL
PACER FDS TR
+$433.2K
37,523
+31%
增持
IWM
ISHARES TR
+$433.0K
21,547
+2%
增持
MUNI
PIMCO ETF TR
+$432.1K
82,965
+12%
建仓
RY
ROYAL BK CDA
+$423.9K
3,223
增持
NFLX
NETFLIX INC
+$376.6K
495
+61%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$350.6K
52,065
+0%
建仓
PANW
PALO ALTO NETWORKS INC
+$341.5K
1,669
建仓
TSLA
TESLA INC
+$307.2K
967
建仓
ORCL
ORACLE CORP
+$281.1K
1,286
增持
GOOGL
ALPHABET INC
+$276.6K
12,593
+0%
减持
VO
VANGUARD INDEX FDS
+$270.7K
17,651
-2%
清仓
LRCX
LAM RESEARCH CORP
-$268.1K
0
-100%
增持
LVHI
LEGG MASON ETF INVT
+$263.5K
95,360
+9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$257.9K
30,363
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$250.6K
22,683
+11%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$242.2K
24,500
+9%
建仓
SMH
VANECK ETF TRUST
+$238.8K
856
建仓
BA
BOEING CO
+$237.6K
1,134
建仓
IYG
ISHARES TR
+$233.0K
2,722
增持
IJH
ISHARES TR
+$229.7K
57,321
+1%
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD
+$213.4K
9,829
建仓
—
ASML HOLDING N V
+$213.1K
266
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$212.3K
938
建仓
IWR
ISHARES TR
+$210.4K
2,288
建仓
COIN
COINBASE GLOBAL INC
+$210.3K
600
增持
BAC
BANK AMERICA CORP
+$210.2K
21,440
+11%
增持
UNH
UNITEDHEALTH GROUP INC
-$206.5K
1,046
+3%
建仓
XT
ISHARES TR
+$201.3K
3,085
建仓
SPYV
SPDR SERIES TRUST
+$200.6K
3,833
增持
IUSG
ISHARES TR
+$199.2K
8,503
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$192.9K
4,071
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$188.8K
3,659
-0%
减持
IWF
ISHARES TR
+$182.6K
3,688
-4%
减持
IVV
ISHARES TR
-$182.1K
7,048
-13%
增持
WFC
WELLS FARGO CO NEW
+$168.3K
8,831
+18%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$140.0K
6,829
-9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$130.8K
21,910
-9%
减持
SPY
SPDR S&P 500 ETF TR
+$127.5K
53,228
-9%
减持
HD
HOME DEPOT INC
-$111.0K
1,626
-16%
建仓
PLTD
DIREXION SHS ETF TR
+$104.2K
11,148
增持
WMT
WALMART INC
+$99.2K
7,524
+4%
增持
GOOG
ALPHABET INC
+$97.6K
3,193
+6%
增持
BX
BLACKSTONE INC
+$81.0K
7,607
+1%
增持
PM
PHILIP MORRIS INTL INC
+$68.7K
2,566
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$65.4K
1,721
+1%
减持
EUSA
ISHARES INC
+$63.8K
12,518
-0%
增持
COST
COSTCO WHSL CORP NEW
+$62.7K
939
+2%
减持
TXN
TEXAS INSTRS INC
-$60.3K
1,713
-26%
增持
GLW
CORNING INC
+$59.1K
8,133
+1%
减持
CVX
CHEVRON CORP NEW
-$51.0K
1,726
-3%
增持
—
FERRARI N V
+$48.1K
738
+0%
增持
V
VISA INC
+$47.1K
3,199
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$44.1K
838
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$42.4K
753
-22%
增持
IXUS
ISHARES TR
+$42.1K
5,397
+0%
减持
PG
PROCTER AND GAMBLE CO
-$40.8K
1,603
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$39.2K
719
+9%
减持
MRK
MERCK & CO INC
-$38.9K
3,534
-0%
增持
GEN
GEN DIGITAL INC
+$36.3K
12,200
+0%
增持
F
FORD MTR CO
+$34.2K
18,712
+11%
增持
MA
MASTERCARD INCORPORATED
+$34.2K
545
+10%
减持
WM
WASTE MGMT INC DEL
-$33.8K
2,178
-5%
增持
ABBV
ABBVIE INC
-$33.5K
3,225
+7%
建仓
VRME
VERIFYME INC
+$28.0K
37,139
减持
PFE
PFIZER INC
-$27.1K
18,529
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
-$23.4K
1,219
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$21.5K
12,939
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$20.4K
11,255
+9%
增持
LLY
ELI LILLY & CO
-$20.2K
912
+3%
减持
CSCO
CISCO SYS INC
-$18.9K
10,307
-13%
增持
KO
COCA COLA CO
+$16.9K
7,181
+5%
增持
WSM
WILLIAMS SONOMA INC
+$16.5K
2,801
+0%
增持
MO
ALTRIA GROUP INC
+$15.9K
15,473
+4%
增持
CRM
SALESFORCE INC
+$15.6K
989
+4%
减持
—
ACCENTURE PLC IRELAND
-$15.5K
721
-3%
增持
—
GARMIN LTD
-$14.1K
1,973
+1%
减持
IWD
ISHARES TR
+$14.0K
3,822
-1%
增持
AMGN
AMGEN INC
+$11.7K
905
+17%
增持
MCD
MCDONALDS CORP
-$10.1K
750
+2%
增持
PKG
PACKAGING CORP AMER
-$10.0K
2,306
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.5K
2,131
+11%
减持
BLK
BLACKROCK INC
+$7.3K
229
-7%
增持
—
EXXON MOBIL CORP
-$6.6K
1,898
+7%
减持
VTV
VANGUARD INDEX FDS
+$4.4K
1,329
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.8K
6,118
+1%
增持
AIG
AMERICAN INTL GROUP INC
-$3.8K
6,359
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.0K
3,830
-12%
减持
VB
VANGUARD INDEX FDS
-$2.1K
2,033
-7%
增持
UNP
UNION PAC CORP
-$44
1,535
+3%
