Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/25 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 71
- 較 2023 年第 1 季 +2
- 總值
- $2.16 億
- 較 2023 年第 1 季 +$2,107 萬 (+10.8%)
| 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 | 126,463 | $2,786 萬 | 12.9% | +3,107+2.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 697,290 | $2,486 萬 | 11.5% | +78,593+12.7% | 加碼 | – |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 647,659 | $2,375 萬 | 11.0% | −23,600−3.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,040 | $2,174 萬 | 10.1% | +13,147+36.6% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 198,158 | $1,939 萬 | 9.0% | +2,992+1.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 112,444 | $1,121 萬 | 5.2% | +593+0.5% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 65,903 | $874.7 萬 | 4.1% | +4,840+7.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,749 | $712.8 萬 | 3.3% | −254−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,642 | $630.6 萬 | 2.9% | +394+1.4% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 27,587 | $516.6 萬 | 2.4% | +151+0.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 33,275 | $497.9 萬 | 2.3% | −9,055−21.4% | 減碼 | – |
| Listed FD Tr53656F847 | CORE ALT FD | 156,175 | $436.2 萬 | 2.0% | −31,624−16.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,523 | $405.9 萬 | 1.9% | −452−2.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 72,923 | $396.8 萬 | 1.8% | −582−0.8% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,042 | $385.1 萬 | 1.8% | −288−3.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,358 | $352.7 萬 | 1.6% | −125−1.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 22,445 | $292.6 萬 | 1.4% | +166+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,506 | $275.2 萬 | 1.3% | −844−11.5% | 減碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 39,919 | $229.4 萬 | 1.1% | +19,516+95.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,009 | $155.7 萬 | 0.7% | −212−1.6% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 8,171 | $150.1 萬 | 0.7% | −655−7.4% | 減碼 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 17,659 | $139.1 萬 | 0.6% | −548−3.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,971 | $132.4 萬 | 0.6% | +327+12.4% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 6,777 | $107.5 萬 | 0.5% | +6,777 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 15,453 | $98.8 萬 | 0.5% | +542+3.6% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,045 | $98.1 萬 | 0.5% | +1,345+15.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,188 | $91.5 萬 | 0.4% | +124+4.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,687 | $87.6 萬 | 0.4% | +186+5.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,001 | $87.0 萬 | 0.4% | −44−0.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,988 | $82.2 萬 | 0.4% | +521+21.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,997 | $81.4 萬 | 0.4% | −224−1.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,245 | $69.7 萬 | 0.3% | −61−2.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,181 | $66.8 萬 | 0.3% | +2,734+61.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 20,329 | $58.3 萬 | 0.3% | −647−3.1% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,582 | $56.5 萬 | 0.3% | +5+0.1% | 加碼 | – |
| AIGAmerican International Group, Inc. | Stock | 9,088 | $52.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,448 | $49.4 萬 | 0.2% | +35+2.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 877 | $47.2 萬 | 0.2% | −94−9.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,513 | $43.6 萬 | 0.2% | −57−2.2% | 減碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 328,978 | $42.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,025 | $41.8 萬 | 0.2% | −18−1.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,566 | $39.6 萬 | 0.2% | −928−9.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,404 | $37.8 萬 | 0.2% | +87+3.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,254 | $37.6 萬 | 0.2% | −12−0.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 789 | $37.0 萬 | 0.2% | +789 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,737 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 3,706 | $36.3 萬 | 0.2% | +3,706 | 新進 | 歷史 |
| RACEFerrari N.V. | COM | 1,072 | $34.9 萬 | 0.2% | −118−9.9% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,170 | $33.8 萬 | 0.2% | +5,170 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 701 | $33.7 萬 | 0.2% | −33−4.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,772 | $33.5 萬 | 0.2% | +107+4.0% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 4,120 | $32.2 萬 | 0.1% | −1,820−30.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,947 | $32.2 萬 | 0.1% | +78+4.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,257 | $31.8 萬 | 0.1% | −31−0.9% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 8,609 | $30.2 萬 | 0.1% | +351+4.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,890 | $29.4 萬 | 0.1% | −386−5.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,281 | $28.5 萬 | 0.1% | +48+0.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 328 | $28.4 萬 | 0.1% | +328 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 750 | $27.7 萬 | 0.1% | +90+13.6% | 加碼 | – |
| KOCoca Cola Co | Stock | 4,226 | $25.4 萬 | 0.1% | −258−5.8% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,784 | $25.3 萬 | 0.1% | −37−2.0% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,121 | $25.3 萬 | 0.1% | +17+1.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 6,860 | $25.2 萬 | 0.1% | −318−4.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,716 | $25.0 萬 | 0.1% | −200−10.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,623 | $23.9 萬 | 0.1% | +4,623 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,314 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 754 | $22.5 萬 | 0.1% | −37−4.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 898 | $21.6 萬 | 0.1% | +54+6.4% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,353 | $20.6 萬 | 0.1% | +1,353 | 新進 | – |
| CUENCuentas Inc. | COM | 10,615 | $4.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FXLVF45 Training Holdings Inc. | COM | 34,525 | $1.73 萬 | <0.1% | −35,000−50.3% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（5 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,738 | $34.1 萬 | 0.2% | – |
| QCOMQualcomm Inc | Stock | 1,937 | $24.7 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 2,380 | $23.8 萬 | 0.1% | 歷史 |
| GROVGrove Collaborative Holdings, Inc. | COM CL A | 40,931 | $1.79 萬 | <0.1% | 歷史 |
| OPKOpko Health, Inc. | COM | 10,752 | $1.57 萬 | <0.1% | 歷史 |