Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/22 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 72
- 較 2022 年第 1 季 −5
- 總值
- $1.95 億
- 較 2022 年第 1 季 −$4,022 萬 (−17.1%)
| 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 | 128,458 | $2,423 萬 | 12.4% | −4,068−3.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 213,527 | $1,789 萬 | 9.2% | −16,494−7.2% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 196,233 | $1,625 萬 | 8.3% | +3,226+1.7% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 146,654 | $1,252 萬 | 6.4% | −2,103−1.4% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 118,212 | $1,202 萬 | 6.2% | +4,213+3.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 123,528 | $1,142 萬 | 5.8% | −13,321−9.7% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 178,460 | $891.6 萬 | 4.6% | −3,746−2.1% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 150,274 | $857.0 萬 | 4.4% | −15,101−9.1% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 53,024 | $680.0 萬 | 3.5% | +1,636+3.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 33,033 | $650.7 萬 | 3.3% | −5,003−13.2% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 66,317 | $555.1 萬 | 2.8% | −3,691−5.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 31,767 | $538.0 萬 | 2.8% | +3,662+13.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 38,627 | $528.1 萬 | 2.7% | +687+1.8% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 164,034 | $515.9 萬 | 2.6% | +46,470+39.5% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 86,390 | $434.8 萬 | 2.2% | +86,390 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,751 | $405.6 萬 | 2.1% | −1,917−15.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 27,549 | $369.8 萬 | 1.9% | +27,549 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,646 | $357.5 萬 | 1.8% | +2,550+41.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,594 | $330.2 萬 | 1.7% | −63−0.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 24,251 | $257.6 萬 | 1.3% | +2,711+12.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,749 | $250.4 萬 | 1.3% | −259−2.6% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 35,154 | $224.0 萬 | 1.1% | +35,154 | 新進 | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 30,150 | $213.0 萬 | 1.1% | −6,737−18.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 685 | $149.3 萬 | 0.8% | +52+8.2% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 8,639 | $117.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,563 | $112.1 萬 | 0.6% | +101+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,370 | $111.7 萬 | 0.6% | −62−0.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,417 | $91.6 萬 | 0.5% | +322+15.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,546 | $83.2 萬 | 0.4% | −494−7.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,201 | $67.7 萬 | 0.3% | +1,067+34.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,428 | $66.6 萬 | 0.3% | −122−4.8% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 8,608 | $57.6 萬 | 0.3% | −114−1.3% | 減碼 | – |
| VVisa Inc. | Stock | 2,873 | $56.6 萬 | 0.3% | −13−0.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,539 | $51.3 萬 | 0.3% | −263−6.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,223 | $48.6 萬 | 0.2% | −162−6.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 932 | $44.7 萬 | 0.2% | +20+2.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,179 | $40.9 萬 | 0.2% | +495+72.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 2,280 | $40.5 萬 | 0.2% | +273+13.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,686 | $39.5 萬 | 0.2% | −22−0.2% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,234 | $39.2 萬 | 0.2% | +8,234 | 新進 | – |
| PFEPfizer Inc | Stock | 7,405 | $38.8 萬 | 0.2% | +528+7.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,081 | $37.2 萬 | 0.2% | +150+3.8% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 3,308 | $33.2 萬 | 0.2% | +3,308 | 新進 | – |
| WMWaste Management Inc | Stock | 2,160 | $33.0 萬 | 0.2% | +246+12.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,214 | $31.3 萬 | 0.2% | +25+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,364 | $31.2 萬 | 0.2% | −31−1.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,953 | $29.8 萬 | 0.2% | +12+0.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 4,729 | $29.7 萬 | 0.2% | +767+19.4% | 加碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 325,478 | $29.3 萬 | 0.2% | −14,500−4.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,062 | $29.0 萬 | 0.1% | +70+7.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 547 | $28.1 萬 | 0.1% | −155−22.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,303 | $28.0 萬 | 0.1% | +345+17.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 128 | $27.9 萬 | 0.1% | +16+14.3% | 加碼 | 歷史 |
| FXLVF45 Training Holdings Inc. | COM | 69,525 | $27.3 萬 | 0.1% | +69,525 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,371 | $25.7 萬 | 0.1% | −1,165−21.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 6,481 | $25.4 萬 | 0.1% | −1,270−16.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,418 | $24.8 萬 | 0.1% | +818+136.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,974 | $24.4 萬 | 0.1% | +5,974 | 新進 | – |
| BABoeing Co | Stock | 1,747 | $23.9 萬 | 0.1% | +200+12.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,094 | $23.6 萬 | 0.1% | +2,094 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,788 | $22.8 萬 | 0.1% | +218+13.9% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,441 | $22.7 萬 | 0.1% | −893−16.7% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 7,170 | $22.6 萬 | 0.1% | +58+0.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,308 | $21.8 萬 | 0.1% | −481−17.2% | 減碼 | 歷史 |
| ProShares Tr74347G887 | ULSH 20YRTRE NEW | 3,738 | $21.6 萬 | 0.1% | −1,269−25.3% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,259 | $20.6 萬 | 0.1% | +2,259 | 新進 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 4,266 | $20.4 萬 | 0.1% | −95−2.2% | 減碼 | – |
| RACEFerrari N.V. | COM | 1,093 | $20.1 萬 | 0.1% | +1,093 | 新進 | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 9,090 | $20.1 萬 | 0.1% | +9,090 | 新進 | 歷史 |
| Direxion Shs ETF Tr25459W557 | 7 10YR TRES BEAR | 13,997 | $16.1 萬 | 0.1% | −4,724−25.2% | 減碼 | – |
| OPKOpko Health, Inc. | COM | 43,502 | $11.0 萬 | 0.1% | −5,000−10.3% | 減碼 | 歷史 |
| APTAlpha Pro Tech Ltd | COM | 11,000 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（16 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 76,042 | $654.3 萬 | 2.8% | – |
| iShares Tips Bond ETF464287176 | ETF | 41,557 | $517.7 萬 | 2.2% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 40,607 | $147.9 萬 | 0.6% | – |
| ProShares Tr74347G309 | ULTRAPRO DOW 30 | 25,198 | $71.2 萬 | 0.3% | – |
| UVXYProShares Trust II | ULTRA VIX SHORT | 46,400 | $62.5 萬 | 0.3% | 歷史 |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 44,949 | $60.0 萬 | 0.3% | – |
| ProShares Tr74347G861 | ULTRAPRO SHT QQQ | 17,343 | $58.4 萬 | 0.2% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,942 | $52.9 萬 | 0.2% | – |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 40,056 | $45.3 萬 | 0.2% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,101 | $34.0 萬 | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 720 | $26.1 萬 | 0.1% | – |
| TSLATesla, Inc. | Stock | 214 | $23.1 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 616 | $22.0 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,164 | $21.0 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 375 | $20.9 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 129 | $20.4 萬 | 0.1% | 歷史 |