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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
25Q3 调仓
2025-03-31 → 2025-09-30 · 共 91 项
建仓 10
增持 19
减持 44
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$9.1M
180,532
-20%
减持
APP
APPLOVIN CORP
+$4.8M
14,576
-31%
减持
AVGO
BROADCOM INC
+$2.7M
24,601
-24%
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
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.2M
18,970
+3%
建仓
MELI
MERCADOLIBRE INC
+$2.2M
973
增持
LRCX
LAM RESEARCH CORP
+$2.1M
20,972
+122%
增持
KLAC
KLA CORP
+$1.9M
4,508
+4%
减持
FISV
FISERV INC
-$1.9M
8,254
-39%
增持
BKNG
BOOKING HOLDINGS INC
+$1.9M
641
+87%
增持
AMAT
APPLIED MATLS INC
+$1.8M
17,280
+39%
清仓
CPRT
COPART INC
-$1.7M
0
-100%
增持
NFLX
NETFLIX INC
+$1.6M
2,725
+50%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.2M
2,320
-42%
减持
SPGI
S&P GLOBAL INC
-$1.1M
638
-77%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.1M
0
-100%
清仓
—
CYBERARK SOFTWARE LTD SHS ISIN#IL0011334468
-$1.1M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.0M
3,687
+31%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.0M
0
-100%
减持
AAPL
APPLE INC
-$1.0M
10,652
-37%
减持
GOOGL
ALPHABET INC A
+$993.7K
22,934
-23%
减持
PH
PARKER-HANNIFIN CORP
-$960.0K
1,237
-60%
建仓
APH
AMPHENOL CORP NEW
+$921.3K
7,445
减持
GWW
GRAINGER W W INC
-$920.6K
715
-56%
增持
—
ASML HOLDING N V
+$834.2K
1,327
+95%
减持
AMZN
AMAZON COM INC
-$775.6K
18,075
-28%
建仓
MU
MICRON TECHNOLOGY INC
+$735.5K
3,927
清仓
JPC
NUVEEN PFD & INCOME OPPORTUNITIES FD COM
-$700.5K
0
-100%
减持
META
META PLATFORMS INC
-$665.5K
7,213
-30%
清仓
INDA
ISHARES TR MSCI INDIA ETF
-$658.9K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$612.1K
0
-100%
减持
KRE
SPDR SERIES TRUST
-$609.2K
4,721
-70%
建仓
OUST
OUSTER INC
+$607.7K
20,463
清仓
FCX
FREEPORT-MCMORAN INC CL B
-$583.0K
0
-100%
清仓
—
PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 06-20-25 @474.78
-$580.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$517.8K
6,185
+13%
清仓
HSY
HERSHEY CO COM
-$513.1K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$406.4K
6,539
-36%
清仓
JNJ
JOHNSON &JOHNSON
-$396.8K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$388.6K
0
-100%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$386.2K
1,206
-32%
建仓
QQQ
INVESCO QQQ TR
+$379.8K
633
减持
FIX
COMFORT SYS USA INC
+$376.2K
2,565
-52%
减持
NOW
SERVICENOW INC
-$371.2K
1,263
-34%
减持
ANET
ARISTA NETWORKS INC
+$366.7K
22,374
-40%
清仓
NKE
NIKE INC CL B
-$361.8K
0
-100%
减持
EME
EMCOR GROUP INC
+$354.6K
4,218
-35%
减持
IWM
ISHARES TR
-$349.7K
1,344
-60%
建仓
ALAB
ASTERA LABS INC
+$345.0K
1,762
建仓
SPY
SPDR S&P 500 ETF TR
+$308.3K
463
清仓
PFF
ISHARES TR
-$307.2K
0
-100%
增持
BRO
BROWN &BROWN INC
+$295.3K
17,141
+61%
减持
CDW
CDW CORP
-$290.8K
4,013
-31%
减持
VNQ
VANGUARD INDEX FDS
-$289.2K
7,556
-30%
清仓
ADBE
ADOBE INC
-$280.4K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$269.6K
0
-100%
清仓
IWB
ISHARES TR
-$258.3K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$249.2K
31,776
-19%
建仓
FICO
FAIR ISAAC CORP
+$243.9K
163
增持
VOO
VANGUARD INDEX FDS
+$243.6K
2,446
+0%
减持
SNPS
SYNOPSYS INC
-$239.0K
1,925
-31%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$235.6K
1,880
+13%
建仓
GS
GOLDMAN SACHS GROUP INC
+$214.9K
270
清仓
XLV
SELECT SECTOR SPDR TR
-$214.6K
0
-100%
增持
NTNX
NUTANIX INC
+$213.9K
10,712
+28%
增持
V
VISA INC
+$212.6K
13,066
+7%
建仓
IJS
ISHARES TR
+$190.3K
1,721
增持
LLY
ELI LILLY &CO
+$171.3K
494
+98%
减持
AZO
AUTOZONE INC
-$168.2K
328
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$153.7K
1,046
-18%
增持
DVYE
iShares Emerging Markets Dividend Index Fund Exchange Traded Fund
+$150.7K
48,900
+3%
减持
CRM
SALESFORCE INC
-$148.2K
3,893
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$145.1K
943
-48%
减持
MCK
MCKESSON CORP
-$133.7K
605
-32%
减持
HD
HOME DEPOT INC
-$132.8K
1,784
-24%
减持
PANW
PALO ALTO NETWORKS INC
-$117.0K
18,286
-19%
减持
IVE
ISHARES TR
-$116.6K
3,232
-21%
减持
IAU
ISHARES GOLD TR
+$99.1K
7,320
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$64.9K
3,612
-17%
减持
FTNT
FORTINET INC
-$47.8K
3,135
-3%
减持
ADI
ANALOG DEVICES INC
-$41.8K
1,439
-27%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$40.3K
475
-13%
减持
CSCO
CISCO SYS INC
-$39.5K
3,764
-22%
减持
GOOG
ALPHABET INC C
-$37.8K
2,264
-40%
减持
VRT
VERTIV HOLDINGS CO
+$32.7K
14,842
-52%
增持
ISRG
INTUITIVE SURGICAL INC
-$23.6K
522
+1%
减持
URI
UNITED RENTALS INC
-$19.0K
4,193
-35%
减持
JPM
JPMORGAN CHASE &CO.
-$15.1K
7,576
-23%
增持
MRK
MERCK &CO INC
+$8.0K
13,545
+3%
减持
O
REALTY INCOME CORP
-$7.5K
6,800
-6%
减持
MSFT
MICROSOFT CORP
+$6.9K
10,908
-27%
增持
SYK
STRYKER CORPORATION
-$1.2K
616
+0%
