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

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 41增持 22减持 54清仓 33

方向

标的

Δ市值

现股数(环比)

减持

QQQ INVESCO QQQ TR

-$7.9M

10,125 -55%

减持

AMZN AMAZON.COM INC

-$3.0M

10,423 -54%

减持

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

-$1.8M

28,415 -54%

减持

IBIT ISHARES BITCOIN TRUST ETF

-$1.8M

115,114 -8%

减持

GOOG ALPHABET INC CLASS CLASS C

-$1.7M

3,317 -60%

增持

AIRR FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF

+$1.5M

20,962 +149%

减持

AAPL APPLE INC

-$1.5M

4,620 -53%

建仓

GRID FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN

+$1.4M

8,560

减持

BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL

-$1.3M

39,018 -41%

减持

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

-$1.3M

79,960 -23%

建仓

SHLD GLOBAL X DEFENSE TECH ETF

+$1.2M

17,561

增持

BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF

+$1.1M

43,165 +3900%

增持

BUFQ FT VEST LADDERED NASDAQ BUFFER ETF

+$1.1M

31,291 +4307%

建仓

SMH VANECK SEMICONDUCTOR ETF

+$1.1M

2,788

清仓

ETHE GRAYSCALE ETHEREUM TRUST

-$1.0M

0 -100%

减持

NLR VANECK URANIUM AND NUCLEAR ETF

-$982.2K

1,531 -84%

减持

COIN COINBASE GLOBAL INC CLASS CLASS A

-$965.5K

1,697 -70%

增持

BUFR FT VEST LADDERED BUFFER ETF

+$863.5K

58,004 +81%

减持

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

-$842.9K

8,254 -64%

增持

SFLR INNOVATOR EQUITY MANAGEDFLOOR ETF

+$790.7K

25,216 +809%

减持

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

-$768.1K

11,765 -72%

减持

TSLA TESLA INC

-$767.8K

6,029 -10%

建仓

URA GLOBAL X URANIUM ETF

+$597.0K

12,328

减持

GBTC GRAYSCALE BITCOIN TRUST ETF

-$589.3K

26,757 -9%

建仓

LEGR FIRST TR INDXX INNOVATIVE TRNS & PROC ETF

+$588.7K

10,191

增持

HYTI FT VEST HIGH YIELD & TARGET INCOME ETF

+$570.1K

66,432 +85%

减持

AMD ADVANCED MICRO DEVIC

-$568.1K

949 -73%

增持

WMT WALMART INC

+$532.9K

27,593 +6%

建仓

ROKT STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF

+$522.5K

5,253

减持

BTC GRAYSCALE BITCOIN MINI TRUST ETF

-$458.4K

21,440 -25%

清仓

BPRE BLUEROCK PRIVATE REAL ES

-$269.5K

0 -100%

减持

NVDA NVIDIA CORP

-$233.6K

13,477 -3%

减持

ETH GRAYSCALE ETHEREUM MINI STAKING ETF

-$187.4K

11,221 -23%

减持

DFII FT VEST BITCOIN STRATEGY& TARGET INCOME ETF

-$183.5K

2,783 -77%

建仓

BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF

+$177.3K

3,588

建仓

ACYN FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF

+$163.3K

8,012

减持

SLV ISHARES SILVER TRUST

-$156.1K

8,470 -26%

减持

FTHI FIRST TRUST BUYWRITE INCOME ETF

-$135.3K

884 -87%

减持

— GRAYSCALE COINDESK CRYPTO 5 ETF

-$132.9K

4,321 -33%

减持

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

-$131.3K

40,918 -3%

减持

QMMY FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY

-$129.9K

178 -97%

增持

MSFT MICROSOFT CORP

-$127.6K

2,949 +17%

增持

BUFD FT VEST LADDERED DEEP BUFFER ETF

+$126.3K

17,456 +36%

建仓

DOGG FT VEST DJIA DOGS 10 TARGET INCOME ETF

+$122.3K

5,633

增持

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

+$117.7K

30,579 +11%

清仓

CEF SPROTT PHYSICAL GLD SLVR

-$113.0K

0 -100%

减持

TDVI FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF

-$103.5K

5,392 -39%

建仓

BUFX FT VEST LADDERED ENHANCE& MODERATE BUFFER ETF

+$89.0K

4,219

减持

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A

-$84.5K

396 -51%

减持

GFEB FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY

-$84.4K

765 -73%

建仓

TDV PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF

+$71.8K

848

减持

COST COSTCO WHSL CORP NEW

-$70.7K

77 -55%

增持

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

+$69.0K

15,866 +13%

减持

SPG SIMON PPTY GROUP INC NEWREIT

-$64.1K

22,093 -2%

增持

QDEC FT VEST NASDAQ-100 BUFFER ETF DECEMBER

+$56.8K

13,547 +19%

减持

BITX 2X BITCOIN STRATEGY ETF

-$49.6K

710 -67%

增持

QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY

+$49.3K

101,179 +5%

建仓

DLFE FT VEST U.S. EQUITY DUALDIRECTIONAL BUFFER ETF -FEBRUARY

+$44.1K

1,497

建仓

BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF

+$42.4K

1,181

建仓

XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF

+$41.4K

163

增持

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

+$41.3K

17,911 +6%

减持

QLD PROSHARES ULTRA QQQ

-$39.3K

1,196 -25%

减持

GLD SPDR GOLD SHARES

-$38.9K

3,369 -10%

减持

QMAG FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST

-$27.2K

824 -58%

减持

CAVA CAVA GROUP INC

-$24.4K

79 -85%

增持

CLSK CLEANSPARK INC

+$21.6K

8,839 +67%

增持

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

-$19.5K

3,541 +3%

清仓

TSLG LEVERAGE SHARES 2X LONG TSLA DLY ETF

-$18.0K

0 -100%

减持

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

-$17.3K

1,557 -0%

减持

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

-$15.9K

132 -34%

增持

SPY STATE STREET SPDR S&P 500 ETF TRUST

+$14.6K

56 +75%

减持

TSLR GRANITESHARES 2X LONG TSLA DAILY ETF

-$14.5K

167 -70%

增持

KKR KKR & CO INC

+$14.4K

200 +525%

减持

META META PLATFORMS INC CLASS CLASS A

-$14.4K

111 -6%

增持

XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF

-$13.7K

15,432 +13%

清仓

FJUL FT VEST US EQUITY BUFFERETF

-$13.2K

0 -100%

减持

TEM TEMPUS AI INC CLASS A

-$11.7K

661 -6%

清仓

UGL PROSHARES ULTRA GOLD ETF

-$11.4K

0 -100%

清仓

EXAS EXACT SCIENCES CORP

-$10.5K

0 -100%

建仓

PLG PLATINUM GROUP METALS F

+$9.7K

5,500

清仓

GOOY YIELDMAX GOOGL OPTN INC STGY ETF

-$9.7K

0 -100%

减持

TRFK PACER DATA AND DIGITAL REVOLUTION ETF

-$9.6K

124 -54%

建仓

— MEDTRONIC PLC F

+$9.5K

110

清仓

SMCWX AMERICAN FUNDS SMALLCAP WORLD A

-$9.3K

0 -100%

减持

GOOGL ALPHABET INC CLASS CLASS A

-$8.9K

312 -1%

建仓

SOFI SOFI TECHNOLOGIES INC

+$8.3K

523

建仓

NOW SERVICENOW INC

+$7.8K

减持

GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER

-$7.7K

2,491 -6%

清仓

HCA HCA HEALTHCARE INC

-$7.5K

0 -100%

建仓

TNC TENNANT CO

+$7.4K

111

建仓

— LINDE PLC F

+$6.9K

清仓

NFLX NETFLIX INC

-$6.6K

0 -100%

减持

TMO THERMO FISHER SCIENTIFIC

-$6.5K

2 -85%

增持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$6.4K

6,713 +0%

减持

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

-$6.4K

4,779 -4%

建仓

— TOTALENERGIES F

+$6.3K

清仓

BND VANGUARD TOTAL BOND MARKET ETF

-$5.9K

0 -100%

减持

COWZ PACER US CASH COWS 100 ETF

+$5.8K

3,685 -1%

清仓

GOCT FT VEST US EQTY MOD BUFRETF

-$5.4K

0 -100%

建仓

— UBS GROUP AG F

+$5.4K

137

建仓

— TRANE TECHNOLOGIES PLC F

+$5.0K

减持

COKE COCA COLA CONSOLIDAT

+$4.9K

159 -5%

减持

INTC INTEL CORP

+$4.8K

694 -1%

清仓

FIS FIDELITY NATL INFORMATIO

-$4.7K

0 -100%

清仓

HDV ISHARES CORE HIGH DIVIDEND ETF

-$4.6K

0 -100%

建仓

— SPOTIFY TECHNOLOGY S A F

+$4.4K

建仓

TECK TECK RES LIMITED FCLASS B

+$4.3K

清仓

ORLY O REILLY AUTOMOTIVE INC

-$4.1K

0 -100%

减持

DSEP FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER

-$4.0K

1,962 -2%

建仓

ACVA ACV AUCTIONS INC CLASS A

+$3.9K

920

建仓

BCE BCE INC F

+$3.8K

149

建仓

— EATON CORP PLC F

+$3.6K

建仓

PCG PG&E CORP

+$3.5K

200

清仓

AMZU DIREXION DAILY AMZN BULL2X ETF

-$3.5K

0 -100%

减持

TSLL DIREXION DAILY TSLA BULL2X SHARES

-$3.4K

4 -98%

减持

FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST

-$3.1K

1,357 -2%

建仓

NBFR INNOVATOR NASDAQ-100 MANAGED 10 BUFFER ETF

+$3.0K

123

清仓

GWRE GUIDEWIRE SOFTWARE INC

-$2.6K

0 -100%

建仓

— LYONDELLBASELL INDUSTR FCLASS A

+$2.3K

建仓

— WILLIS TOWERS WATSON P F

+$2.0K

清仓

REXR REXFORD INDL RLTY INC REIT

-$1.8K

0 -100%

清仓

AIQUY AIR LIQUIDE F

-$1.8K

0 -100%

清仓

STAG STAG INDL INC REIT

-$1.7K

0 -100%

减持

AJAN INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028

-$1.6K

1,579 -3%

增持

MU MICRON TECHNOLOGY INC

+$1.6K

20 +11%

建仓

— ASTRAZENECA PLC F

+$1.6K

清仓

LW LAMB WESTON HLDGS INC

-$1.6K

0 -100%

清仓

BX BLACKSTONE INC

-$1.5K

0 -100%

建仓

CCJ CAMECO CORP F

+$1.5K

减持

PG PROCTER & GAMBLE CO

-$1.5K

75 -13%

清仓

GSOL GRAYSCALE SOLANA TRUST ETF

-$1.5K

0 -100%

清仓

— ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

-$1.5K

0 -100%

清仓

DHR DANAHER CORP

-$1.4K

0 -100%

建仓

RCI ROGERS COMMUNICATIONS FCLASS CLASS B

+$1.3K

减持

QCOM QUALCOMM INC

-$1.3K

7 -46%

建仓

— CHUBB LTD F

+$1.3K

清仓

CGEMY CAPGEMINI S E FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

-$1.1K

0 -100%

增持

AMAT APPLIED MATLS INC

+$1.1K

7 +40%

建仓

SSRM SSR MNG INC F

+$1.1K

建仓

GLW CORNING INC

+$952

建仓

FSM FORTUNA MNG CORP F

+$864

清仓

ODFL OLD DOMINION FREIGHT LIN

-$784

0 -100%

清仓

CELH CELSIUS HLDGS INC

-$732

0 -100%

建仓

CDE COEUR MNG INC

+$694

清仓

UNH UNITEDHEALTH GROUP INC

-$660

0 -100%

清仓

EFX EQUIFAX INC

-$651

0 -100%

清仓

MDLZ MONDELEZ INTL INC CLASS A

-$646

0 -100%

减持

MRK MERCK & CO. INC.

-$646

13 -38%

清仓

AXON AXON ENTERPRISE INC

-$568

0 -100%

建仓

DFTX DEFINIUM THERAPEUTICS F

+$567

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。