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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 138 项
建仓 16
增持 73
减持 40
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
XCEM
COLUMBIA ETF TR II
+$6.8M
167,036
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$5.4M
40,305
-13%
增持
MUNI
PIMCO ETF TR
+$4.5M
226,526
+63%
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
+$3.7M
19,437
+48%
增持
LVHI
LEGG MASON ETF INVT
+$3.3M
205,823
+50%
清仓
KBE
SPDR SERIES TRUST
-$3.0M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$2.9M
80,034
-6%
增持
GRNY
TIDAL TRUST I
+$2.5M
179,977
+153%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.1M
309,111
+15%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
66,176
-7%
增持
GLD
SPDR GOLD TR
+$1.6M
5,132
+236%
减持
IWY
ISHARES TR
-$1.5M
40,872
-3%
增持
DBEF
DBX ETF TR
+$1.3M
188,914
+14%
减持
ITOT
ISHARES TR
-$1.2M
119,553
-2%
增持
DBND
DOUBLELINE ETF TRUST
+$1.1M
522,098
+6%
增持
MSFT
MICROSOFT CORP
-$1.0M
11,950
+6%
增持
DIVO
AMPLIFY ETF TR
+$972.8K
55,435
+63%
增持
SMMD
ISHARES TR
+$864.7K
87,975
+13%
减持
XLF
SELECT SECTOR SPDR TR
-$843.6K
151,983
-0%
建仓
IAU
ISHARES GOLD TR
+$841.8K
9,548
增持
QDPL
PACER FDS TR
+$723.6K
66,497
+45%
减持
COWZ
PACER FDS TR
-$638.8K
193,073
-9%
减持
VOO
VANGUARD INDEX FDS
-$541.5K
11,413
-3%
增持
AAPL
APPLE INC
-$454.9K
31,068
+1%
减持
QQQ
INVESCO QQQ TR
-$424.9K
4,755
-8%
增持
GLW
CORNING INC
+$405.4K
8,285
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$341.4K
47,456
-11%
减持
IWM
ISHARES TR
-$335.9K
17,964
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$333.0K
2,313
-20%
减持
META
META PLATFORMS INC
-$326.8K
3,663
-0%
增持
MRK
MERCK & CO INC
+$325.2K
8,360
+29%
增持
CVX
CHEVRON CORPORATION
+$316.0K
3,199
+41%
建仓
PEP
PEPSICO INC
+$309.4K
1,992
建仓
SLV
ISHARES SILVER TR
+$299.6K
4,396
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$291.2K
26,118
+9%
增持
—
ASML HLDG NV
+$282.7K
565
+30%
建仓
WDC
WESTERN DIGITAL CORP
+$271.9K
1,005
建仓
GEV
GE VERNOVA INC
+$264.5K
303
减持
IJR
ISHARES TR
+$264.3K
74,139
-0%
建仓
—
SPOTIFY TECHNOLOGY S A
+$263.1K
542
建仓
VLO
VALERO ENERGY CORP
+$262.3K
1,062
清仓
CRM
SALESFORCE INC
-$259.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$258.2K
3,590
清仓
LRCX
LAM RESEARCH CORP
-$251.8K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$247.1K
1,070,991
-4%
减持
TSLA
TESLA INC
-$239.5K
1,416
-17%
建仓
FCX
FREEPORT MCMORAN INC
+$235.6K
4,008
建仓
DASH
DOORDASH INC
+$233.5K
1,555
清仓
QCOM
QUALCOMM INC
-$229.1K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$228.5K
1,731
增持
MO
ALTRIA GROUP INC
+$228.1K
18,546
+7%
清仓
C
CITIGROUP INC
-$226.2K
0
-100%
清仓
HYG
ISHARES TR
-$223.3K
0
-100%
清仓
IWR
ISHARES TR
-$221.9K
0
-100%
建仓
HDV
ISHARES TR
+$216.2K
1,593
建仓
GILD
GILEAD SCIENCES INC
+$210.6K
1,511
增持
AMGN
AMGEN INC
+$207.2K
1,827
+37%
清仓
KRE
SPDR SERIES TRUST
-$205.2K
0
-100%
清仓
MP
MP MATERIALS CORP
-$202.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$201.8K
2,558
+33%
增持
VZ
VERIZON COMMUNICATIONS INC
+$198.7K
13,539
+15%
增持
COST
COSTCO WHOLESALE CORPORATION
+$197.7K
1,164
+4%
增持
CSCO
CISCO SYS INC
+$197.7K
13,439
+22%
减持
IWF
ISHARES TR
-$190.6K
3,331
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$190.4K
882
+25%
增持
AMZN
AMAZON COM INC
-$173.9K
18,234
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$173.0K
19,690
+25%
增持
KO
COCA COLA CO
+$163.2K
8,962
+21%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$160.2K
19,663
+13%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$158.9K
2,467
-16%
减持
WFC
WELLS FARGO & CO
-$158.8K
8,272
-6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$158.1K
13,505
-16%
增持
—
LINDE PLC
+$156.9K
731
+52%
减持
VO
VANGUARD INDEX FDS
-$152.7K
16,919
-2%
增持
BX
BLACKSTONE INC
+$139.1K
11,595
+50%
增持
BAC
BANK AMERICA CORP
+$134.3K
20,496
+30%
增持
GOOGL
ALPHABET INC
-$134.1K
13,460
+5%
减持
MA
MASTERCARD INCORPORATED
-$131.5K
531
-24%
减持
FNCL
FIDELITY COVINGTON TRUST
-$121.9K
9,042
-7%
减持
IUSG
ISHARES TR
-$115.4K
8,213
-1%
减持
GEN
GEN DIGITAL INC
-$114.8K
11,678
-5%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$113.5K
848
+7%
增持
CAT
CATERPILLAR INC
+$112.1K
525
+16%
增持
TXN
TEXAS INSTRS INC
+$108.7K
1,924
+26%
减持
XLK
SELECT SECTOR SPDR TR
-$108.1K
7,726
-2%
增持
AVGO
BROADCOM INC
-$98.8K
6,442
+7%
减持
WMT
WALMART INC
+$94.8K
8,477
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$91.4K
2,291
-3%
建仓
GAB
GABELLI EQUITY TR INC
+$87.1K
15,549
减持
EUSA
ISHARES INC
-$86.2K
11,991
-5%
减持
ORCL
ORACLE CORP
-$73.2K
1,383
-3%
增持
ABBV
ABBVIE INC
+$66.0K
3,774
+14%
增持
AIG
AMERICAN INTL GROUP INC
-$65.7K
6,485
+0%
增持
PFE
PFIZER INC
+$65.3K
17,157
+3%
增持
LLY
ELI LILLY & CO
-$56.6K
966
+10%
增持
—
GARMIN LTD
+$55.9K
1,867
+0%
增持
DHR
DANAHER CORP DEL
+$52.7K
1,646
+45%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$49.7K
12,291
+17%
增持
IWB
ISHARES TR
-$49.5K
3,094
+0%
减持
IJH
ISHARES TR
-$46.8K
55,739
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$43.5K
20,781
+1%
增持
RTX
RTX CORPORATION
+$38.3K
1,414
+11%
增持
UNP
UNION PAC CORP
+$36.6K
1,453
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$36.6K
22,694
+0%
增持
JPM
JPMORGAN CHASE & CO
-$35.2K
6,018
+7%
增持
PKG
PACKAGING CORP AMER
+$35.2K
2,444
+4%
增持
MAR
MARRIOTT INTL INC NEW
+$32.9K
1,751
+1%
增持
HD
HOME DEPOT INC
+$31.4K
1,743
+11%
增持
NFLX
NETFLIX INC.
+$31.0K
5,390
+4%
增持
GOOG
ALPHABET INC
-$30.4K
4,247
+7%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$29.5K
985
-1%
增持
NVS
NOVARTIS AG
+$29.3K
1,669
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$28.6K
8,721
+0%
增持
MCD
MCDONALDS CORP
+$28.4K
854
+10%
增持
PM
PHILIP MORRIS INTL INC
+$27.0K
2,552
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$26.7K
866
+11%
减持
JNJ
JOHNSON & JOHNSON
+$25.5K
1,050
-6%
增持
V
VISA INC
-$24.5K
3,922
+14%
减持
—
FERRARI N V
-$24.3K
623
-2%
增持
WM
WASTE MGMT INC DEL
+$23.4K
2,202
+0%
减持
SMH
VANECK ETF TRUST
+$19.2K
916
-1%
增持
F
FORD MTR CO
-$16.9K
20,937
+6%
减持
MRSH
MARSH & MCLENNAN COS INC
-$14.5K
1,173
-0%
减持
IWD
ISHARES TR
-$13.9K
3,622
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$12.6K
6,746
-4%
增持
WSM
WILLIAMS SONOMA INC
+$11.4K
2,687
+0%
增持
BLK
BLACKROCK INC
-$11.0K
239
+6%
增持
NOBL
PROSHARES TR
+$10.7K
4,432
+0%
增持
GS
GOLDMAN SACHS GROUP INC
-$10.6K
678
+2%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$10.1K
10,444
+2%
增持
VTV
VANGUARD INDEX FDS
+$9.0K
1,677
+0%
减持
VB
VANGUARD INDEX FDS
+$8.2K
2,149
-0%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$3.5K
6,562
-2%
增持
GE
GE AEROSPACE
-$1.2K
856
+8%
增持
BA
BOEING CO
-$806
1,245
+9%
建仓
GAB-R
GABELLI EQUITY TR INC
+$107
15,321
增持
SPYV
SPDR SERIES TRUST
-$82
3,886
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$59
832
+22%
