Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/23 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 70
- 較 2022 年第 3 季 +2
- 總值
- $1.84 億
- 較 2022 年第 3 季 +$1,382 萬 (+8.1%)
| 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 | 131,839 | $2,521 萬 | 13.7% | −3,001−2.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 193,096 | $1,637 萬 | 8.9% | −16,217−7.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 441,432 | $1,422 萬 | 7.7% | −3,036−0.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 127,517 | $1,380 萬 | 7.5% | +18,324+16.8% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 143,364 | $1,290 萬 | 7.0% | +12,080+9.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 112,941 | $1,069 萬 | 5.8% | −8,966−7.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,317 | $1,045 萬 | 5.7% | +8,718+46.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 170,558 | $855.2 萬 | 4.7% | +6,827+4.2% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 59,015 | $801.7 萬 | 4.4% | +4,528+8.3% | 加碼 | – |
| Listed FD Tr53656F847 | CORE ALT FD | 183,800 | $580.4 萬 | 3.2% | +183,800 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,411 | $579.0 萬 | 3.2% | −4,978−14.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 37,430 | $486.3 萬 | 2.6% | −709−1.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 26,834 | $467.9 萬 | 2.5% | −5,824−17.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,719 | $448.0 萬 | 2.4% | +20,202+175.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,502 | $399.2 萬 | 2.2% | +1,224+8.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,607 | $381.1 萬 | 2.1% | −496−5.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,618 | $254.6 萬 | 1.4% | +330+3.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 22,802 | $191.5 萬 | 1.0% | −161−0.7% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 17,087 | $178.1 萬 | 1.0% | −2,579−13.1% | 減碼 | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 17,411 | $127.0 萬 | 0.7% | −1,342−7.2% | 減碼 | – |
| MARMarriott International Inc | Stock | 8,203 | $122.1 萬 | 0.7% | −160−1.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,545 | $119.5 萬 | 0.7% | +173+1.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,400 | $108.1 萬 | 0.6% | −470−6.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,891 | $107.1 萬 | 0.6% | −291−1.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,394 | $92.0 萬 | 0.5% | +107+4.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 14,825 | $85.8 萬 | 0.5% | −739−4.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,824 | $81.9 萬 | 0.4% | −661−14.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,417 | $76.3 萬 | 0.4% | −42−1.7% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,974 | $73.2 萬 | 0.4% | −51,082−85.1% | 減碼 | – |
| VVisa Inc. | Stock | 3,424 | $71.1 萬 | 0.4% | +659+23.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,033 | $62.6 萬 | 0.3% | −755−13.0% | 減碼 | – |
| BACBank of America Corp | Stock | 17,731 | $58.7 萬 | 0.3% | +3,780+27.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,742 | $56.8 萬 | 0.3% | +7+0.2% | 加碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 9,880 | $52.5 萬 | 0.3% | +9,880 | 新進 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 6,613 | $46.7 萬 | 0.3% | −2,012−23.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 980 | $44.7 萬 | 0.2% | +49+5.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,669 | $44.4 萬 | 0.2% | +39+2.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,396 | $43.1 萬 | 0.2% | +80+6.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,543 | $39.9 萬 | 0.2% | −104−3.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 737 | $39.1 萬 | 0.2% | −7−0.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,110 | $37.4 萬 | 0.2% | −7−0.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,913 | $37.4 萬 | 0.2% | +2,122+31.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 7,289 | $37.3 萬 | 0.2% | −565−7.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,040 | $36.5 萬 | 0.2% | +16+1.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,192 | $35.4 萬 | 0.2% | +114+3.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,374 | $34.2 萬 | 0.2% | −781−12.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,875 | $33.1 萬 | 0.2% | −44−2.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,737 | $33.1 萬 | 0.2% | −36−2.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,249 | $32.9 萬 | 0.2% | +3,249 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 4,405 | $32.7 萬 | 0.2% | +44+1.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,293 | $32.5 萬 | 0.2% | −218−8.7% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,494 | $32.5 萬 | 0.2% | −1,769−21.4% | 減碼 | – |
| FPAYFlexShopper, Inc. | COM NEW | 328,978 | $30.4 萬 | 0.2% | +3,500+1.1% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,730 | $29.9 萬 | 0.2% | +128+2.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,231 | $29.9 萬 | 0.2% | +309+4.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,167 | $28.2 萬 | 0.2% | +6,167 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,864 | $26.2 萬 | 0.1% | −515−21.6% | 減碼 | – |
| GLWCorning Inc | COM | 8,193 | $26.2 萬 | 0.1% | +453+5.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,937 | $26.1 萬 | 0.1% | −28−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,905 | $25.5 萬 | 0.1% | −135−6.6% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,190 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,650 | $25.1 萬 | 0.1% | −1,140−40.9% | 減碼 | – |
| DISWalt Disney Co | Stock | 2,747 | $23.9 萬 | 0.1% | +91+3.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 860 | $22.8 萬 | 0.1% | +9+1.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,314 | $22.3 萬 | 0.1% | +1,314 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 825 | $21.7 萬 | 0.1% | +825 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,073 | $21.4 萬 | 0.1% | +1,073 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,826 | $20.1 萬 | 0.1% | −183−9.1% | 減碼 | 歷史 |
| FXLVF45 Training Holdings Inc. | COM | 69,525 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OPKOpko Health, Inc. | COM | 10,752 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 72,919 | $366.6 萬 | 2.2% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 37,610 | $225.6 萬 | 1.3% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,217 | $34.2 萬 | 0.2% | – |
| IBMInternational Business Machines Corp | Stock | 2,309 | $27.4 萬 | 0.2% | 歷史 |
| TSLATesla, Inc. | Stock | 983 | $26.1 萬 | 0.2% | 歷史 |