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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 130 项
建仓 10
增持 71
减持 41
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DBND
DOUBLELINE ETF TRUST
+$3.5M
492,384
+19%
增持
MUNI
PIMCO ETF TR
+$3.5M
139,075
+93%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
71,436
+22%
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
IVV
ISHARES TR
+$1.8M
13,124
+23%
建仓
GRNY
TIDAL TRUST I
+$1.8M
71,021
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6M
20,593
-30%
建仓
DIVO
AMPLIFY ETF TR
+$1.5M
34,010
增持
DBEF
DBX ETF TR
+$1.1M
166,196
+11%
减持
GOOGL
ALPHABET INC
+$845.3K
12,795
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$708.1K
1,112,901
-1%
增持
AAPL
APPLE INC
+$706.6K
30,676
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$689.7K
46,398
-4%
减持
COWZ
PACER FDS TR
-$656.9K
211,359
-9%
增持
LVHI
LEGG MASON ETF INVT
+$536.3K
136,935
+6%
减持
NOBL
PROSHARES TR
-$486.6K
4,412
-52%
增持
SMMD
ISHARES TR
+$368.9K
78,091
+5%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$326.9K
17,328
+5%
增持
MRK
MERCK & CO INC
+$322.4K
6,464
+52%
减持
IWM
ISHARES TR
-$320.7K
19,462
-8%
减持
ORCL
ORACLE CORP
-$319.5K
1,419
-33%
增持
TSLA
TESLA INC
+$318.1K
1,703
+69%
增持
GOOG
ALPHABET INC
+$282.8K
3,979
+0%
增持
LLY
ELI LILLY & CO
+$278.1K
879
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$276.7K
152,401
-5%
清仓
IYG
ISHARES TR
-$275.9K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$259.4K
1,133
清仓
ETHA
ISHARES ETHEREUM TR
-$257.3K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$251.8K
1,471
减持
BAC
BANK AMERICA CORP
-$249.4K
15,726
-27%
建仓
GE
GE AEROSPACE
+$244.0K
792
增持
META
META PLATFORMS INC
-$243.4K
3,670
+1%
增持
VOO
VANGUARD INDEX FDS
+$234.4K
11,738
+1%
清仓
PG
PROCTER AND GAMBLE CO
-$223.7K
0
-100%
建仓
HYG
ISHARES TR
+$223.3K
2,770
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$221.9K
23,967
+1%
清仓
PSX
PHILLIPS 66
-$220.9K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$218.8K
794
减持
VTI
VANGUARD INDEX FDS
-$217.5K
85,361
-3%
清仓
COIN
COINBASE GLOBAL INC
-$208.9K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$206.2K
0
-100%
建仓
—
LINDE PLC
+$205.5K
482
建仓
KRE
SPDR SERIES TRUST
+$205.2K
3,166
建仓
MP
MP MATERIALS CORP
+$202.1K
4,000
增持
—
ASML HOLDING N V
+$200.2K
434
+60%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$198.2K
16,135
-18%
减持
AMZN
AMAZON COM INC
-$196.1K
17,206
-9%
增持
AMGN
AMGEN INC
+$194.5K
1,331
+56%
增持
JPM
JPMORGAN CHASE & CO.
+$193.3K
5,603
+10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$183.0K
53,091
+2%
增持
GLD
SPDR GOLD TR
+$165.9K
1,527
+24%
增持
NFLX
NETFLIX INC
-$147.2K
5,197
+882%
减持
SCHD
SCHWAB STRATEGIC TR
-$144.4K
269,617
-2%
增持
CSCO
CISCO SYS INC
+$130.2K
10,971
+5%
增持
QQQ
INVESCO QQQ TR
+$129.2K
5,159
+2%
减持
HD
HOME DEPOT INC
-$127.4K
1,574
-5%
减持
—
FERRARI N V
-$123.1K
636
-14%
增持
BX
BLACKSTONE INC
-$117.7K
7,748
+1%
减持
VO
VANGUARD INDEX FDS
-$116.7K
17,268
-1%
减持
IWF
ISHARES TR
-$113.9K
3,403
-8%
减持
IWY
ISHARES TR
-$112.3K
42,143
-2%
清仓
—
PROSHARES TR
-$105.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$103.3K
1,116
+20%
增持
V
VISA INC
+$102.5K
3,450
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$99.0K
665
+9%
清仓
—
INVESTMENT MANAGERS SER TR I
-$98.1K
0
-100%
增持
QDPL
PACER FDS TR
+$87.2K
45,798
+3%
减持
MAR
MARRIOTT INTL INC NEW
+$86.4K
1,739
-0%
增持
FNCL
FIDELITY COVINGTON TRUST
+$86.3K
9,733
+11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$86.0K
15,753
+14%
增持
—
GARMIN LTD
-$79.7K
1,860
+0%
减持
WFC
WELLS FARGO CO NEW
+$77.8K
8,770
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$76.7K
6,703
-3%
增持
WMT
WALMART INC
+$74.8K
8,605
+0%
增持
IJH
ISHARES TR
+$74.6K
57,741
+1%
增持
MSFT
MICROSOFT CORP
-$73.9K
11,282
+6%
减持
IJR
ISHARES TR
+$70.2K
74,487
-0%
减持
PFE
PFIZER INC
-$65.8K
16,727
-12%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$55.8K
22,692
-0%
减持
IWB
ISHARES TR
-$54.9K
3,087
-7%
增持
SMH
VANECK ETF TRUST
+$52.7K
922
+8%
增持
VTV
VANGUARD INDEX FDS
+$50.9K
1,675
+16%
增持
GLW
CORNING INC
+$50.4K
8,235
+1%
增持
AIG
AMERICAN INTL GROUP INC
+$49.3K
6,473
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$47.7K
7,883
+104%
增持
CAT
CATERPILLAR INC
+$46.0K
454
+1%
增持
WSM
WILLIAMS SONOMA INC
-$43.4K
2,679
+0%
增持
KO
COCA COLA CO
+$43.1K
7,414
+3%
减持
TXN
TEXAS INSTRS INC
-$41.8K
1,526
-9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$39.7K
998
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$39.1K
681
-20%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$35.8K
10,511
+23%
增持
UNH
UNITEDHEALTH GROUP INC
+$35.1K
2,904
+9%
增持
MO
ALTRIA GROUP INC
-$34.7K
17,269
+11%
增持
F
FORD MTR CO
+$32.6K
19,707
+4%
增持
CVX
CHEVRON CORP NEW
+$32.4K
2,270
+12%
减持
UNP
UNION PAC CORP
-$31.7K
1,365
-7%
减持
ITOT
ISHARES TR
+$29.5K
122,276
-2%
增持
ABBV
ABBVIE INC
+$28.7K
3,304
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$28.2K
6,999
+9%
减持
BLK
BLACKROCK INC
-$28.2K
225
-3%
增持
JNJ
JOHNSON & JOHNSON
+$27.4K
1,117
+2%
减持
IUSG
ISHARES TR
-$26.8K
8,273
-4%
减持
KBE
SPDR SERIES TRUST
-$24.9K
49,723
-3%
增持
RTX
RTX CORPORATION
+$24.1K
1,278
+2%
增持
VB
VANGUARD INDEX FDS
+$23.7K
2,150
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.8K
2,366
-2%
减持
PM
PHILIP MORRIS INTL INC
-$20.5K
2,463
-4%
减持
CRM
SALESFORCE INC
+$19.9K
978
-3%
增持
—
EXXON MOBIL CORP
+$19.4K
1,929
+2%
减持
C
CITIGROUP INC
+$18.9K
1,938
-5%
增持
MRSH
MARSH & MCLENNAN COS INC
-$18.3K
1,175
+0%
减持
AVGO
BROADCOM INC
-$17.6K
6,046
-5%
增持
PKG
PACKAGING CORP AMER
-$17.1K
2,345
+2%
增持
IXUS
ISHARES TR
+$15.7K
5,489
+1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$14.9K
10,237
+2%
增持
GEN
GEN DIGITAL INC
-$14.1K
12,309
+0%
增持
EUSA
ISHARES INC
+$12.0K
12,640
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.9K
11,807
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$10.6K
708
+6%
增持
QCOM
QUALCOMM INC
+$10.2K
1,339
+2%
增持
XT
ISHARES TR
+$9.8K
3,323
+8%
减持
IWD
ISHARES TR
+$7.7K
3,745
-2%
增持
XLU
SELECT SECTOR SPDR TR
-$7.2K
8,705
+100%
增持
SPYV
SPDR SERIES TRUST
+$6.9K
3,872
+1%
减持
MA
MASTERCARD INCORPORATED
-$6.6K
695
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$6.3K
2,924
+1%
增持
MCD
MCDONALDS CORP
+$5.8K
776
+2%
增持
WM
WASTE MGMT INC DEL
-$1.5K
2,196
+0%
减持
BA
BOEING CO
+$829
1,145
-0%
增持
IWR
ISHARES TR
+$257
2,305
+0%
