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Benchmark Investment Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Benchmark Investment Advisors LLC
报告期 2026-03-31 · CIK 0001910971
持仓数
76
前50大市值合计
$163.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q3
25Q1
24Q4
24Q3
24Q2
23Q4
22Q1
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 90 项
建仓 14
增持 27
减持 35
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
APP
APPLOVIN CORP
+$3.3M
17,013
+3%
清仓
—
LAM RESEARCH CORP
-$2.7M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$2.7M
239,211
-1%
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。
建仓
ANET
ARISTA NETWORKS INC
+$2.5M
22,979
建仓
EME
EMCOR GROUP INC
+$2.3M
5,080
清仓
—
ARISTA NETWORKS INC
-$2.1M
0
-100%
增持
KLAC
KLA CORP
+$1.5M
7,019
+83%
减持
AVGO
BROADCOM INC
+$1.4M
25,289
-3%
建仓
LRCX
LAM RESEARCH CORP
+$1.3M
17,756
减持
—
ASML HOLDING N V
-$1.3M
953
-59%
建仓
NOW
SERVICENOW INC
+$1.3M
1,193
增持
BRO
BROWN &BROWN INC
+$1.0M
16,541
+157%
减持
ADI
ANALOG DEVICES INC
-$971.1K
2,156
-65%
清仓
—
SUPER MICRO COMPUTER INC
-$855.7K
0
-100%
增持
MSFT
MICROSOFT CORP
+$782.7K
15,456
+16%
增持
NFLX
NETFLIX INC
+$768.7K
1,394
+109%
建仓
INDA
ISHARES TR MSCI INDIA ETF
+$726.4K
13,800
清仓
HIMS
HIMS &HERS HEALTH INC
-$706.7K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$700.6K
0
-100%
增持
URI
UNITED RENTALS INC
+$678.4K
5,651
+39%
增持
META
META PLATFORMS INC
+$653.0K
7,340
+15%
清仓
HSY
The Hershey Company
-$652.1K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$642.3K
13,000
增持
IWM
ISHARES TR
+$638.3K
4,888
+144%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$624.5K
16,400
增持
AMZN
AMAZON COM INC
+$606.2K
17,511
+1%
减持
GOOGL
ALPHABET INC
+$571.3K
24,765
-0%
减持
AMAT
APPLIED MATLS INC
-$535.9K
11,492
-3%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$535.2K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$518.4K
1,159
减持
CPRT
COPART INC
-$517.5K
26,786
-32%
清仓
NKE
NIKE INC
-$513.6K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$492.6K
5,371
+12%
建仓
VRT
VERTIV HOLDINGS CO
+$478.2K
4,209
建仓
FIX
COMFORT SYS USA INC
+$453.1K
1,068
减持
ELV
ELEVANCE HEALTH INC
-$404.9K
2,362
-4%
建仓
NTNX
NUTANIX INC
+$379.6K
6,204
建仓
—
ACCENTURE PLC IRELAND
+$358.2K
1,018
减持
CDW
CDW CORP
-$357.1K
5,802
-4%
增持
V
VISA INC
+$353.9K
8,529
+0%
增持
FISV
FISERV INC
+$345.8K
11,898
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$341.8K
17,690
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$322.8K
3,229
-3%
减持
JNJ
JOHNSON &JOHNSON
-$319.6K
2,673
-39%
清仓
SOUN
SoundHound AI, Inc.
-$309.0K
0
-100%
减持
SNPS
SYNOPSYS INC
-$270.9K
2,915
-12%
清仓
ACLS
AXCELIS TECHNOLOGIES, INC.
-$265.0K
0
-100%
清仓
IVV
ISHARES TR
-$254.2K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$244.5K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$243.4K
17,043
+104%
建仓
ORCL
ORACLE CORP
+$240.6K
1,444
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$229.9K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$227.8K
328
-2%
增持
GOOG
ALPHABET INC
+$224.5K
7,763
+4%
清仓
LLY
ELI LILLY &CO
-$220.6K
0
-100%
增持
JPM
JPMORGAN CHASE &CO.
+$220.1K
7,275
+1%
增持
MA
MASTERCARD INCORPORATED
+$209.8K
5,360
+1%
减持
AAPL
APPLE INC
+$206.9K
20,414
-3%
减持
IVE
ISHARES TR
-$166.1K
4,285
-14%
增持
ROP
ROPER TECHNOLOGIES INC
+$155.0K
5,405
+13%
减持
VNQ
VANGUARD INDEX FDS
-$144.8K
11,410
-4%
减持
PFF
ISHARES TR
-$107.5K
10,838
-20%
增持
PH
PARKER-HANNIFIN CORP
+$101.6K
3,356
+4%
减持
MCK
MCKESSON CORP
-$99.7K
1,178
-24%
增持
ADBE
ADOBE INC
-$86.9K
1,422
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$86.4K
613
-7%
减持
O
REALTY INCOME CORP
-$76.8K
7,256
-1%
增持
KRE
SPDR SER TR
+$75.0K
16,143
+2%
减持
HD
HOME DEPOT INC
-$70.0K
2,621
-3%
减持
CRM
SALESFORCE INC
+$65.2K
1,120
-1%
减持
FTNT
FORTINET INC
+$50.8K
3,255
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$44.4K
1,743
-6%
减持
QQQ
INVESCO QQQ TR
-$44.3K
411
-21%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$43.6K
4,340
-3%
减持
GWW
GRAINGER W W INC
-$43.0K
1,417
-4%
减持
EA
ELECTRONIC ARTS INC
-$35.0K
1,588
-15%
增持
VOO
VANGUARD INDEX FDS
+$35.0K
2,432
+1%
增持
DVYE
ISHARES INC EMERGING MARKETS DIVID ETF
+$30.1K
44,910
+14%
增持
MRK
MERCK &CO INC
+$29.1K
13,803
+17%
减持
CSCO
CISCO SYS INC
+$16.3K
5,177
-5%
减持
ISRG
INTUITIVE SURGICAL INC
+$14.5K
503
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$14.0K
1,900
-12%
减持
SPGI
S&P GLOBAL INC
-$13.6K
591
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$11.7K
57,615
+25%
减持
AZO
AUTOZONE INC
-$8.4K
384
-2%
减持
IAU
ISHARES GOLD TR
-$4.9K
7,545
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$4.7K
2,489
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.2K
1,795
+0%
建仓
CCFLU
CCF HLDGS LLC UNIT CL A
+$1.1K
45,844
增持
SYK
STRYKER CORPORATION
-$538
614
+0%
