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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 124 项
建仓 11
增持 72
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DBEF
DBX ETF TR
+$6.5M
149,080
+1343%
增持
IVV
ISHARES TR
+$2.8M
10,704
+52%
增持
DBND
DOUBLELINE ETF TRUST
+$2.3M
414,817
+13%
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
+$2.2M
58,608
+6%
增持
AAPL
APPLE INC
+$1.9M
29,977
+7%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.6M
1,118,815
-11%
增持
LVHI
LEGG MASON ETF INVT
+$1.4M
129,660
+36%
增持
IWY
ISHARES TR
+$1.4M
43,060
+2%
减持
VTI
VANGUARD INDEX FDS
+$1.1M
87,871
-4%
增持
GOOGL
ALPHABET INC
+$940.3K
12,997
+3%
减持
ITOT
ISHARES TR
+$782.9K
124,625
-3%
增持
IJR
ISHARES TR
+$750.0K
74,743
+0%
增持
SMMD
ISHARES TR
+$669.1K
74,369
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$667.2K
276,192
+6%
增持
COWZ
PACER FDS TR
+$641.5K
232,718
+1%
减持
VOO
VANGUARD INDEX FDS
-$638.6K
11,639
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$597.3K
2,675
+156%
减持
SPY
SPDR S&P 500 ETF TR
-$557.3K
48,530
-9%
减持
MUNI
PIMCO ETF TR
-$484.6K
72,237
-13%
增持
XLF
SELECT SECTOR SPDR TR
+$466.8K
160,083
+3%
减持
IWM
ISHARES TR
+$461.8K
21,126
-2%
增持
GOOG
ALPHABET INC
+$399.4K
3,966
+24%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$396.2K
16,510
+24%
增持
QDPL
PACER FDS TR
+$377.7K
44,351
+18%
增持
AVGO
BROADCOM INC
+$357.4K
6,396
+1%
清仓
PANW
PALO ALTO NETWORKS INC
-$341.5K
0
-100%
增持
MSFT
MICROSOFT CORP
+$332.1K
10,677
+2%
增持
QQQ
INVESCO QQQ TR
+$322.8K
5,064
+3%
增持
ORCL
ORACLE CORP
+$315.0K
2,119
+65%
建仓
ETHA
ISHARES ETHEREUM TR
+$257.3K
8,167
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$252.1K
6,914
+1%
增持
GLW
CORNING INC
+$243.0K
8,176
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$222.6K
52,156
+0%
建仓
PSX
PHILLIPS 66
+$220.9K
1,624
建仓
QCOM
QUALCOMM INC
+$218.8K
1,315
清仓
—
ACCENTURE PLC IRELAND
-$215.4K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$215.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$214.0K
449
建仓
RTX
RTX CORPORATION
+$210.3K
1,257
建仓
NVS
NOVARTIS AG
+$209.9K
1,637
建仓
C
CITIGROUP INC
+$207.2K
2,042
建仓
UBER
UBER TECHNOLOGIES INC
+$206.2K
2,105
建仓
JNJ
JOHNSON & JOHNSON
+$203.7K
1,099
减持
VO
VANGUARD INDEX FDS
+$188.9K
17,458
-1%
减持
IJH
ISHARES TR
+$181.2K
57,252
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$175.9K
2,409
+13%
增持
BX
BLACKSTONE INC
+$174.0K
7,679
+1%
减持
KBE
SPDR SERIES TRUST
+$172.6K
51,206
-1%
减持
IWF
ISHARES TR
+$158.9K
3,682
-0%
增持
WMT
WALMART INC
+$148.3K
8,577
+14%
增持
TSLA
TESLA INC
+$140.7K
1,007
+4%
增持
IUSG
ISHARES TR
+$137.3K
8,607
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$129.2K
5,111
-0%
减持
ABBV
ABBVIE INC
+$127.6K
3,136
-3%
增持
XLU
SELECT SECTOR SPDR TR
+$124.4K
4,343
+39%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$123.8K
19,645
-10%
增持
MO
ALTRIA GROUP INC
+$123.3K
15,599
+1%
建仓
—
PROSHARES TR
+$105.0K
17,776
清仓
PLTD
DIREXION SHS ETF TR
-$104.2K
0
-100%
增持
BAC
BANK AMERICA CORP
+$99.8K
21,601
+1%
建仓
—
INVESTMENT MANAGERS SER TR I
+$98.1K
12,185
增持
MA
MASTERCARD INCORPORATED
+$97.6K
710
+30%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$93.7K
8,580
+13%
增持
IWB
ISHARES TR
+$88.6K
3,304
+0%
增持
MRK
MERCK & CO INC
+$78.2K
4,265
+21%
增持
HD
HOME DEPOT INC
+$72.8K
1,651
+2%
减持
COST
COSTCO WHSL CORP NEW
-$70.7K
928
-1%
增持
GLD
SPDR GOLD TR
+$69.3K
1,236
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$68.6K
22,727
+0%
增持
CVX
CHEVRON CORP NEW
+$66.3K
2,019
+17%
减持
PKG
PACKAGING CORP AMER
+$66.2K
2,297
-0%
增持
AMZN
AMAZON COM INC
+$65.3K
18,981
+2%
减持
WSM
WILLIAMS SONOMA INC
+$64.2K
2,670
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$63.2K
23,744
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$56.5K
3,857
-5%
增持
EUSA
ISHARES INC
+$53.7K
12,572
+0%
增持
RY
ROYAL BK CDA
+$52.6K
3,235
+0%
减持
PM
PHILIP MORRIS INTL INC
-$51.9K
2,562
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$51.3K
944
+1%
增持
—
ASML HOLDING N V
+$50.5K
272
+2%
增持
VB
VANGUARD INDEX FDS
+$49.3K
2,088
+3%
减持
TXN
TEXAS INSTRS INC
-$49.3K
1,668
-3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$47.3K
13,825
+7%
减持
—
GARMIN LTD
+$45.2K
1,856
-6%
减持
LLY
ELI LILLY & CO
-$44.2K
874
-4%
增持
IYG
ISHARES TR
+$42.9K
3,077
+13%
增持
AIG
AMERICAN INTL GROUP INC
-$39.8K
6,423
+1%
减持
META
META PLATFORMS INC
-$38.1K
3,630
-1%
增持
IWD
ISHARES TR
+$37.6K
3,831
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$37.4K
609
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$35.0K
29,273
-4%
增持
VTV
VANGUARD INDEX FDS
+$34.3K
1,443
+9%
增持
PFE
PFIZER INC
+$33.1K
18,927
+2%
减持
KO
COCA COLA CO
-$32.9K
7,165
-0%
减持
WFC
WELLS FARGO CO NEW
+$32.0K
8,823
-0%
减持
PG
PROCTER AND GAMBLE CO
-$31.7K
1,456
-9%
增持
IXUS
ISHARES TR
+$31.6K
5,435
+1%
增持
CRM
SALESFORCE INC
-$30.5K
1,009
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$30.3K
1,172
-4%
增持
BLK
BLACKROCK INC
+$28.9K
231
+1%
增持
V
VISA INC
-$28.4K
3,244
+1%
增持
NFLX
NETFLIX INC
-$28.4K
529
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$27.2K
2,883
-21%
增持
F
FORD MTR CO
+$22.9K
18,893
+1%
增持
FNCL
FIDELITY COVINGTON TRUST
+$22.1K
8,782
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$18.0K
10,672
-5%
增持
MAR
MARRIOTT INTL INC NEW
-$16.9K
1,740
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$15.8K
6,423
+5%
增持
WM
WASTE MGMT INC DEL
-$14.4K
2,192
+1%
增持
SPYV
SPDR SERIES TRUST
+$12.4K
3,850
+0%
增持
MCD
MCDONALDS CORP
+$12.3K
761
+1%
减持
AMGN
AMGEN INC
-$11.4K
855
-6%
增持
IWR
ISHARES TR
+$11.2K
2,296
+0%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$10.4K
10,035
+2%
增持
BA
BOEING CO
+$10.2K
1,148
+1%
增持
GEN
GEN DIGITAL INC
-$9.9K
12,285
+1%
减持
—
EXXON MOBIL CORP
+$8.2K
1,888
-1%
减持
NOBL
PROSHARES TR
-$7.6K
9,175
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.2K
853
+2%
减持
UNP
UNION PAC CORP
-$5.6K
1,470
-4%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$1.9K
778
+3%
增持
COIN
COINBASE GLOBAL INC
-$1.4K
619
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$1.2K
665
-8%
增持
CSCO
CISCO SYS INC
-$190
10,449
+1%
