Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/26 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 77
- 較 2021 年第 3 季 +10
- 總值
- $2.39 億
- 較 2021 年第 3 季 +$2,890 萬 (+13.7%)
| 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 | 130,956 | $3,162 萬 | 13.2% | −2,927−2.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 236,365 | $2,529 萬 | 10.6% | +20,178+9.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 153,214 | $1,748 萬 | 7.3% | +6,033+4.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 134,214 | $1,537 萬 | 6.4% | +8,360+6.6% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 136,525 | $1,340 萬 | 5.6% | +17,284+14.5% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 164,268 | $1,165 萬 | 4.9% | +2,566+1.6% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 103,017 | $1,155 萬 | 4.8% | +16,824+19.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 186,456 | $1,143 萬 | 4.8% | +4,226+2.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 35,078 | $893.7 萬 | 3.7% | +3,172+9.9% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 69,903 | $808.4 萬 | 3.4% | −1,173−1.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 76,131 | $706.2 萬 | 3.0% | +7,699+11.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 50,030 | $704.9 萬 | 2.9% | +7,778+18.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 38,475 | $683.2 萬 | 2.9% | +956+2.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 28,060 | $624.2 萬 | 2.6% | −16−0.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 37,158 | $480.1 萬 | 2.0% | +24,972+204.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,954 | $423.3 萬 | 1.8% | −589−3.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,092 | $364.1 萬 | 1.5% | +59+5.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 91,082 | $354.0 萬 | 1.5% | +91,082 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,517 | $337.4 萬 | 1.4% | +88+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,941 | $334.3 萬 | 1.4% | +285+3.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,820 | $323.9 萬 | 1.4% | +1,273+22.9% | 加碼 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 32,323 | $289.3 萬 | 1.2% | +15,522+92.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,191 | $211.5 萬 | 0.9% | +14+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 634 | $183.7 萬 | 0.8% | +5+0.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 37,008 | $145.9 萬 | 0.6% | +26,447+250.4% | 加碼 | – |
| MARMarriott International Inc | Stock | 8,715 | $144.0 萬 | 0.6% | −61−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,694 | $124.2 萬 | 0.5% | +105+2.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,852 | $119.1 萬 | 0.5% | +273+4.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,091 | $99.7 萬 | 0.4% | +263+14.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,377 | $98.6 萬 | 0.4% | +341+16.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,466 | $90.2 萬 | 0.4% | +172+1.2% | 加碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 339,978 | $79.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,382 | $72.8 萬 | 0.3% | −24−1.0% | 減碼 | – |
| VVisa Inc. | Stock | 3,126 | $67.7 萬 | 0.3% | +60+2.0% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 8,777 | $67.0 萬 | 0.3% | −231−2.6% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,787 | $63.6 萬 | 0.3% | +5+0.1% | 加碼 | – |
| BXBlackstone Inc. | COM | 3,889 | $50.3 萬 | 0.2% | +29+0.8% | 加碼 | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 40,400 | $50.2 萬 | 0.2% | +40,400 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 878 | $49.8 萬 | 0.2% | +77+9.6% | 加碼 | 歷史 |
| ProShares Tr74347G648 | ULTRASHRT DOW 30 | 17,198 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 2,818 | $43.7 萬 | 0.2% | −129−4.4% | 減碼 | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 35,589 | $43.3 萬 | 0.2% | +35,589 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,877 | $42.3 萬 | 0.2% | −480−14.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 7,108 | $42.0 萬 | 0.2% | −28−0.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,533 | $41.3 萬 | 0.2% | +38+0.7% | 加碼 | – |
| BABoeing Co | Stock | 1,910 | $38.4 萬 | 0.2% | −12−0.6% | 減碼 | 歷史 |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 29,949 | $37.3 萬 | 0.2% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 733 | $36.8 萬 | 0.2% | +31+4.4% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,458 | $35.8 萬 | 0.1% | +648+9.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 118 | $34.1 萬 | 0.1% | +15+14.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 540 | $32.5 萬 | 0.1% | +20+3.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,774 | $30.3 萬 | 0.1% | +63+3.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 692 | $30.2 萬 | 0.1% | +4+0.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,935 | $30.0 萬 | 0.1% | −137,452−95.9% | 減碼 | – |
| WMWaste Management Inc | Stock | 1,784 | $29.8 萬 | 0.1% | +28+1.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 6,626 | $29.5 萬 | 0.1% | +1,652+33.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,189 | $29.3 萬 | 0.1% | +13+0.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 976 | $29.2 萬 | 0.1% | +40+4.3% | 加碼 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 4,326 | $28.6 萬 | 0.1% | +399+10.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 717 | $28.5 萬 | 0.1% | +717 | 新進 | – |
| GLWCorning Inc | COM | 7,093 | $26.4 萬 | 0.1% | +46+0.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 391 | $25.4 萬 | 0.1% | −10−2.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 648 | $23.3 萬 | 0.1% | −6−0.9% | 減碼 | 歷史 |
| OPKOpko Health, Inc. | COM | 48,502 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 902 | $22.9 萬 | 0.1% | −12−1.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 129 | $22.6 萬 | 0.1% | −2−1.5% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,940 | $22.6 萬 | 0.1% | +1,940 | 新進 | – |
| KOCoca Cola Co | Stock | 3,783 | $22.4 萬 | 0.1% | +3,783 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 853 | $22.1 萬 | 0.1% | +853 | 新進 | 歷史 |
| RACEFerrari N.V. | COM | 843 | $21.8 萬 | 0.1% | +843 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,502 | $21.7 萬 | 0.1% | +1,502 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 652 | $21.5 萬 | 0.1% | +652 | 新進 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,417 | $21.0 萬 | 0.1% | +2,417 | 新進 | – |
| MCDMcDonalds Corp | Stock | 768 | $20.6 萬 | 0.1% | +768 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,293 | $20.5 萬 | 0.1% | +1,293 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,084 | $20.4 萬 | 0.1% | +262+31.9% | 加碼 | 歷史 |
| APTAlpha Pro Tech Ltd | COM | 11,000 | $6.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 3 季之後清倉（3 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。