Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/13 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 67
- 較 2023 年第 2 季 −4
- 總值
- $2.13 億
- 較 2023 年第 2 季 −$294.8 萬 (−1.4%)
| 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 | 127,473 | $2,708 萬 | 12.7% | +1,010+0.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 728,327 | $2,473 萬 | 11.6% | +31,037+4.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,716 | $2,253 萬 | 10.6% | +3,676+7.5% | 加碼 | 歷史 |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 629,968 | $2,134 萬 | 10.0% | −17,691−2.7% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 200,013 | $1,884 萬 | 8.9% | +1,855+0.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 111,761 | $1,054 萬 | 5.0% | −683−0.6% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 69,781 | $898.4 萬 | 4.2% | +3,878+5.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,915 | $632.0 萬 | 3.0% | +166+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,954 | $602.9 萬 | 2.8% | +312+1.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 28,148 | $497.5 萬 | 2.3% | +561+2.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,739 | $463.9 萬 | 2.2% | −536−1.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,573 | $388.3 萬 | 1.8% | +50+0.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 72,461 | $375.9 萬 | 1.8% | −462−0.6% | 減碼 | – |
| Listed FD Tr53656F847 | CORE ALT FD | 135,563 | $374.2 萬 | 1.8% | −20,612−13.2% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,099 | $369.9 萬 | 1.7% | +57+0.7% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 23,232 | $357.4 萬 | 1.7% | +16,455+242.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,433 | $329.4 萬 | 1.5% | +75+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,623 | $288.1 萬 | 1.4% | +117+1.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 22,326 | $283.8 萬 | 1.3% | −119−0.5% | 減碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 44,713 | $243.7 萬 | 1.1% | +4,794+12.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 37,062 | $218.4 萬 | 1.0% | +31,892+616.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,785 | $167.3 萬 | 0.8% | −224−1.7% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 7,095 | $139.5 萬 | 0.7% | −1,076−13.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,150 | $135.3 萬 | 0.6% | +179+6.0% | 加碼 | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 17,659 | $132.8 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,706 | $98.6 萬 | 0.5% | +718+24.0% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,253 | $97.2 萬 | 0.5% | +208+2.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,201 | $96.1 萬 | 0.5% | +13+0.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,989 | $92.8 萬 | 0.4% | +536+3.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,210 | $85.4 萬 | 0.4% | +209+4.2% | 加碼 | – |
| VVisa Inc. | Stock | 3,588 | $82.5 萬 | 0.4% | −99−2.7% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,997 | $78.0 萬 | 0.4% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 7,237 | $77.5 萬 | 0.4% | +56+0.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,258 | $68.2 萬 | 0.3% | +13+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 20,776 | $56.9 萬 | 0.3% | +447+2.2% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 9,141 | $55.4 萬 | 0.3% | +53+0.6% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,582 | $54.4 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,430 | $50.1 萬 | 0.2% | −18−1.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 857 | $48.4 萬 | 0.2% | −20−2.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 808 | $43.4 萬 | 0.2% | +19+2.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,034 | $40.6 萬 | 0.2% | +9+0.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,144 | $40.0 萬 | 0.2% | +578+6.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,374 | $38.0 萬 | 0.2% | −30−1.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,582 | $36.9 萬 | 0.2% | +328+10.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,369 | $36.1 萬 | 0.2% | −144−5.7% | 減碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 328,978 | $34.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,738 | $33.3 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 642 | $32.4 萬 | 0.2% | −59−8.4% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,072 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,340 | $30.8 萬 | 0.1% | −432−15.6% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 4,120 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 6,967 | $29.3 萬 | 0.1% | +686+10.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 813 | $29.1 萬 | 0.1% | +63+8.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 6,996 | $28.6 萬 | 0.1% | +106+1.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,962 | $28.5 萬 | 0.1% | +246+14.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 340 | $28.2 萬 | 0.1% | +12+3.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,017 | $27.3 萬 | 0.1% | +1,017 | 新進 | 歷史 |
| GLWCorning Inc | COM | 8,685 | $26.5 萬 | 0.1% | +76+0.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,768 | $25.6 萬 | 0.1% | +145+3.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,753 | $24.2 萬 | 0.1% | −31−1.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,474 | $24.0 萬 | 0.1% | +4,474 | 新進 | – |
| LOWLowes Companies Inc | Stock | 1,092 | $22.7 萬 | 0.1% | −29−2.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,314 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,966 | $22.2 萬 | 0.1% | −260−6.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,265 | $21.0 萬 | 0.1% | −992−30.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 842 | $20.9 萬 | 0.1% | −56−6.2% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 2,231 | $20.3 萬 | 0.1% | +2,231 | 新進 | 歷史 |
2023 年第 2 季之後清倉（7 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 3,706 | $36.3 萬 | 0.2% | 歷史 |
| JNJJohnson & Johnson | Stock | 1,947 | $32.2 萬 | 0.1% | 歷史 |
| PFEPfizer Inc | Stock | 6,860 | $25.2 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 754 | $22.5 萬 | 0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,353 | $20.6 萬 | 0.1% | – |
| CUENCuentas Inc. | COM | 10,615 | $4.54 萬 | <0.1% | 歷史 |
| FXLVF45 Training Holdings Inc. | COM | 34,525 | $1.73 萬 | <0.1% | 歷史 |