Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/1 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 68
- 較 2022 年第 2 季 −4
- 總值
- $1.70 億
- 較 2022 年第 2 季 −$2,517 萬 (−12.9%)
| 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 | 134,840 | $2,420 萬 | 14.2% | +6,382+5.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 209,313 | $1,665 萬 | 9.8% | −4,214−2.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 444,468 | $1,250 萬 | 7.4% | +280,434+171.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 121,907 | $1,063 萬 | 6.3% | −1,621−1.3% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 131,284 | $1,050 萬 | 6.2% | −15,370−10.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 109,193 | $1,036 萬 | 6.1% | −9,019−7.6% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 163,731 | $726.3 萬 | 4.3% | −14,729−8.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 18,599 | $664.3 萬 | 3.9% | +7,848+73.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 54,487 | $659.9 萬 | 3.9% | +1,463+2.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 33,389 | $627.6 萬 | 3.7% | +356+1.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 32,658 | $538.6 萬 | 3.2% | +891+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 38,139 | $527.1 萬 | 3.1% | −488−1.3% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 60,056 | $481.5 萬 | 2.8% | −6,261−9.4% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 72,919 | $366.6 萬 | 2.2% | −13,471−15.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 9,103 | $365.6 萬 | 2.2% | +457+5.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,278 | $335.0 萬 | 2.0% | +684+4.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 22,963 | $259.5 萬 | 1.5% | −1,288−5.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,288 | $239.6 萬 | 1.4% | +539+5.5% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 37,610 | $225.6 萬 | 1.3% | +2,456+7.0% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 19,666 | $179.5 萬 | 1.1% | +16,358+494.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,517 | $146.6 萬 | 0.9% | −16,032−58.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,372 | $127.9 萬 | 0.8% | −328−2.4% | 減碼依 20 比 1 拆股換算 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 18,753 | $125.3 萬 | 0.7% | −11,397−37.8% | 減碼 | – |
| MARMarriott International Inc | Stock | 8,363 | $117.2 萬 | 0.7% | −276−3.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,182 | $107.9 萬 | 0.6% | +619+4.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,870 | $95.5 萬 | 0.6% | +500+6.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,485 | $94.4 萬 | 0.6% | +2,262+101.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,287 | $82.0 萬 | 0.5% | −130−5.4% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,564 | $79.3 萬 | 0.5% | −134,710−89.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,788 | $68.7 萬 | 0.4% | −758−11.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,459 | $67.9 萬 | 0.4% | +31+1.3% | 加碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 325,478 | $60.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 8,625 | $54.0 萬 | 0.3% | +17+0.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,735 | $50.8 萬 | 0.3% | +196+5.5% | 加碼 | – |
| VVisa Inc. | Stock | 2,765 | $49.1 萬 | 0.3% | −108−3.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 931 | $44.0 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,630 | $43.6 萬 | 0.3% | +1,630 | 新進 | – |
| WMWaste Management Inc | Stock | 2,647 | $42.4 萬 | 0.2% | +487+22.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,117 | $42.3 萬 | 0.2% | −1,084−25.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 13,951 | $42.1 萬 | 0.2% | +1,265+10.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,790 | $37.7 萬 | 0.2% | +2,790 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 744 | $37.6 萬 | 0.2% | +197+36.0% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,263 | $36.7 萬 | 0.2% | +29+0.4% | 加碼 | – |
| BXBlackstone Inc. | COM | 4,361 | $36.5 萬 | 0.2% | +280+6.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,316 | $35.1 萬 | 0.2% | +254+23.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,155 | $34.5 萬 | 0.2% | +1,426+30.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 7,854 | $34.4 萬 | 0.2% | +449+6.1% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,217 | $34.2 萬 | 0.2% | −192,016−97.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,024 | $33.6 萬 | 0.2% | −155−13.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,511 | $32.6 萬 | 0.2% | +208+9.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,919 | $31.3 萬 | 0.2% | −361−15.8% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,379 | $29.4 萬 | 0.2% | +15+0.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,965 | $28.5 萬 | 0.2% | +405+15.8% | 加碼依 20 比 1 拆股換算 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,922 | $27.8 萬 | 0.2% | +441+6.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,309 | $27.4 萬 | 0.2% | +95+4.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,078 | $26.5 萬 | 0.2% | +819+36.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 983 | $26.1 萬 | 0.2% | +983 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,656 | $25.1 萬 | 0.1% | +348+15.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,791 | $24.7 萬 | 0.1% | +817+13.7% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,009 | $22.7 萬 | 0.1% | +221+12.4% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,740 | $22.5 萬 | 0.1% | +570+7.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 851 | $22.0 萬 | 0.1% | +851 | 新進 | 歷史 |
| RACEFerrari N.V. | COM | 1,190 | $22.0 萬 | 0.1% | +97+8.9% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,602 | $21.8 萬 | 0.1% | +161+3.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,773 | $21.5 萬 | 0.1% | +26+1.5% | 加碼 | 歷史 |
| FXLVF45 Training Holdings Inc. | COM | 69,525 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,040 | $21.3 萬 | 0.1% | −54−2.6% | 減碼 | 歷史 |
| OPKOpko Health, Inc. | COM | 10,752 | $2.00 萬 | <0.1% | −32,750−75.3% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（8 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,953 | $29.8 萬 | 0.2% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,371 | $25.7 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 1,418 | $24.8 萬 | 0.1% | 歷史 |
| ProShares Tr74347G887 | ULSH 20YRTRE NEW | 3,738 | $21.6 萬 | 0.1% | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 4,266 | $20.4 萬 | 0.1% | – |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 9,090 | $20.1 萬 | 0.1% | 歷史 |
| Direxion Shs ETF Tr25459W557 | 7 10YR TRES BEAR | 13,997 | $16.1 萬 | 0.1% | – |
| APTAlpha Pro Tech Ltd | COM | 11,000 | $4.90 萬 | <0.1% | 歷史 |