Benson Wealth Management INC

报告期 2026-03-31 · CIK 0002109863

持仓数

354

前50大市值合计

$66.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QQQ INVESCO QQQ TR

UIE

$5.8M

10,125

8.8%

IBIT ISHARES BITCOIN TRUST ETF

UIE

$4.4M

115,114

6.7%

SPG SIMON PPTY GROUP INC NEWREIT

RET

$4.1M

22,093

6.2%

DNOV FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER

UIE

$3.8M

79,960

5.8%

WMT WALMART INC

COM

$3.4M

27,593

5.2%

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

UIE

$2.8M

40,918

4.2%

NVDA NVIDIA CORP

COM

$2.4M

13,477

3.5%

AIRR FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF

UIE

$2.3M

20,962

3.5%

TSLA TESLA INC

COM

$2.2M

6,029

3.4%

QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY

UIE

$2.2M

101,179

3.3%

AMZN AMAZON.COM INC

COM

$2.2M

10,423

3.3%

BUFR FT VEST LADDERED BUFFER ETF

UIE

$2.0M

58,004

3.0%

BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL

UIE

$1.9M

39,018

2.9%

FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER

UIE

$1.6M

30,579

2.5%

GLD SPDR GOLD SHARES

UIE

$1.4M

3,369

2.2%

GBTC GRAYSCALE BITCOIN TRUST ETF

UIE

$1.4M

26,757

2.1%

GRID FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN

UIE

$1.4M

8,560

2.1%

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

UIE

$1.3M

28,415

2.0%

HYTI FT VEST HIGH YIELD & TARGET INCOME ETF

UIE

$1.3M

66,432

1.9%

SHLD GLOBAL X DEFENSE TECH ETF

UIE

$1.2M

17,561

1.9%

AAPL APPLE INC

COM

$1.2M

4,620

1.8%

BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF

UIE

$1.2M

43,165

1.7%

BUFQ FT VEST LADDERED NASDAQ BUFFER ETF

UIE

$1.1M

31,291

1.7%

MSFT MICROSOFT CORP

COM

$1.1M

2,949

1.6%

SMH VANECK SEMICONDUCTOR ETF

UIE

$1.1M

2,788

1.6%

GOOG ALPHABET INC CLASS CLASS C

COM

$951.5K

3,317

1.4%

SFLR INNOVATOR EQUITY MANAGEDFLOOR ETF

UIE

$892.9K

25,216

1.3%

XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE

UIE

$769.5K

17,911

1.2%

PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF

UIE

$700.5K

8,115

1.1%

XSEP FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER

UIE

$664.5K

15,866

1.0%

BTC GRAYSCALE BITCOIN MINI TRUST ETF

UIE

$643.0K

21,440

1.0%

URA GLOBAL X URANIUM ETF

UIE

$597.0K

12,328

0.9%

LEGR FIRST TR INDXX INNOVATIVE TRNS & PROC ETF

UIE

$588.7K

10,191

0.9%

SLV ISHARES SILVER TRUST

UIE

$577.1K

8,470

0.9%

ROKT STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF

UIE

$522.5K

5,253

0.8%

BUFD FT VEST LADDERED DEEP BUFFER ETF

UIE

$488.8K

17,456

0.7%

FFEB FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY

UIE

$461.0K

8,254

0.7%

QDEC FT VEST NASDAQ-100 BUFFER ETF DECEMBER

UIE

$426.2K

13,547

0.6%

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

UIE

$373.7K

1,557

0.6%

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

UIE

$346.7K

3,541

0.5%

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

UIE

$315.7K

6,713

0.5%

SMAY FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY

UIE

$309.5K

11,765

0.5%

COIN COINBASE GLOBAL INC CLASS CLASS A

COM

$296.3K

1,697

0.4%

XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF

UIE

$260.6K

15,432

0.4%

COWZ PACER US CASH COWS 100 ETF

UIE

$230.5K

3,685

0.3%

ETH GRAYSCALE ETHEREUM MINI STAKING ETF

UIE

$222.8K

11,221

0.3%

VO VANGUARD MID-CAP INDEX FUND ETF SHARES

UIE

$219.1K

763

0.3%

NLR VANECK URANIUM AND NUCLEAR ETF

UIE

$203.9K

1,531

0.3%

AMD ADVANCED MICRO DEVIC

COM

$193.1K

949

0.3%

DAPR FT VEST U.S. EQUITY DEEPBUFFER ETF - APRIL

UIE

$190.0K

4,779

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

QQQ8.8%IBIT6.7%SPG6.2%DNOV5.8%WMT5.2%RDVY4.2%