Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/26 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 67
- 較 2021 年第 2 季 0
- 總值
- $2.10 億
- 較 2021 年第 2 季 +$88.2 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 133,883 | $2,973 萬 | 14.1% | −3,509−2.6% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 216,187 | $2,127 萬 | 10.1% | +9,344+4.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 147,181 | $1,690 萬 | 8.0% | +8,610+6.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 125,854 | $1,374 萬 | 6.5% | +2,949+2.4% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 161,702 | $1,148 萬 | 5.5% | −2,325−1.4% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 182,230 | $1,111 萬 | 5.3% | −2,619−1.4% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 119,241 | $1,056 萬 | 5.0% | +5,930+5.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 86,193 | $890.8 萬 | 4.2% | +6,482+8.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,906 | $755.4 萬 | 3.6% | +1,450+4.8% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 71,076 | $727.9 萬 | 3.5% | −2,924−4.0% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 143,387 | $727.3 萬 | 3.5% | −20,358−12.4% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 68,432 | $646.1 萬 | 3.1% | +8,656+14.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 28,076 | $614.2 萬 | 2.9% | −494−1.7% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 42,252 | $537.9 萬 | 2.6% | +34,166+422.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,519 | $530.9 萬 | 2.5% | −125−0.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,543 | $408.9 萬 | 1.9% | +120+0.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,033 | $339.3 萬 | 1.6% | +9+0.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,429 | $309.2 萬 | 1.5% | +131+2.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,656 | $272.2 萬 | 1.3% | +73+0.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,547 | $238.0 萬 | 1.1% | +1,421+34.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 629 | $168.2 萬 | 0.8% | +1+0.2% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 12,186 | $155.6 萬 | 0.7% | +7,908+184.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,177 | $148.7 萬 | 0.7% | −195−2.6% | 減碼依 4 比 1 拆股換算 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 16,801 | $140.6 萬 | 0.7% | +4,633+38.1% | 加碼 | – |
| MARMarriott International Inc | Stock | 8,776 | $130.0 萬 | 0.6% | −306−3.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,589 | $121.8 萬 | 0.6% | +302+9.2% | 加碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 339,978 | $105.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,579 | $98.2 萬 | 0.5% | −1,648−20.0% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 14,294 | $84.6 萬 | 0.4% | +16+0.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,828 | $78.7 萬 | 0.4% | −497−21.4% | 減碼 | – |
| VVisa Inc. | Stock | 3,066 | $68.3 萬 | 0.3% | −128−4.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,036 | $66.8 萬 | 0.3% | −120−5.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,406 | $65.9 萬 | 0.3% | +2+0.1% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 9,008 | $63.8 萬 | 0.3% | −34,519−79.3% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,782 | $59.2 萬 | 0.3% | +5+0.1% | 加碼 | – |
| ProShares Tr74347G648 | ULTRASHRT DOW 30 | 17,198 | $57.8 萬 | 0.3% | +2,318+15.6% | 加碼 | – |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 29,949 | $52.5 萬 | 0.2% | −11,948−28.5% | 減碼 | – |
| DISWalt Disney Co | Stock | 2,947 | $49.9 萬 | 0.2% | +211+7.7% | 加碼 | 歷史 |
| ProShares Tr74347G861 | ULTRAPRO SHT QQQ | 55,891 | $48.2 萬 | 0.2% | −6,715−10.7% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,357 | $45.4 萬 | 0.2% | −18,348−84.5% | 減碼 | – |
| BXBlackstone Inc. | COM | 3,860 | $44.9 萬 | 0.2% | +23+0.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,922 | $42.3 萬 | 0.2% | −245−11.3% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 10,561 | $41.0 萬 | 0.2% | +10,561 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,495 | $40.8 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 801 | $36.0 萬 | 0.2% | +111+16.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 520 | $31.7 萬 | 0.2% | +54+11.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,810 | $31.6 萬 | 0.2% | +100+1.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 7,136 | $30.7 萬 | 0.1% | +705+11.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,176 | $30.2 萬 | 0.1% | −148−6.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,711 | $27.6 萬 | 0.1% | +96+5.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 103 | $27.5 萬 | 0.1% | +103 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 702 | $27.4 萬 | 0.1% | +153+27.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 688 | $27.1 萬 | 0.1% | +13+1.9% | 加碼 | – |
| WMWaste Management Inc | Stock | 1,756 | $26.2 萬 | 0.1% | +126+7.7% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 672 | $25.9 萬 | 0.1% | +672 | 新進 | 歷史 |
| GLWCorning Inc | COM | 7,047 | $25.7 萬 | 0.1% | +74+1.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 936 | $25.5 萬 | 0.1% | +39+4.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 401 | $25.0 萬 | 0.1% | −6−1.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 914 | $24.8 萬 | 0.1% | +914 | 新進 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,927 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 131 | $23.8 萬 | 0.1% | −8−5.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 654 | $22.7 萬 | 0.1% | −67−9.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 822 | $21.4 萬 | 0.1% | +110+15.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 4,974 | $21.1 萬 | 0.1% | +4,974 | 新進 | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 3,841 | $20.0 萬 | 0.1% | +48+1.3% | 加碼 | 歷史 |
| OPKOpko Health, Inc. | COM | 48,502 | $17.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APTAlpha Pro Tech Ltd | COM | 11,000 | $7.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（5 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 1,414 | $50.1 萬 | 0.2% | – |
| ZMZoom Communications, Inc. | Stock | 703 | $27.2 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 1,088 | $25.1 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 4,606 | $24.9 萬 | 0.1% | 歷史 |
| NIONIO Inc. | ADR | 4,512 | $24.0 萬 | 0.1% | 歷史 |