Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/23 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 79
- 較 2023 年第 3 季 +12
- 總值
- $2.32 億
- 較 2023 年第 3 季 +$1,929 萬 (+9.1%)
| 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 | 127,145 | $3,016 萬 | 13.0% | −328−0.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 57,848 | $2,750 萬 | 11.8% | +5,132+9.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 738,401 | $2,729 萬 | 11.8% | +10,074+1.4% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 196,833 | $2,071 萬 | 8.9% | −3,180−1.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 111,388 | $1,206 萬 | 5.2% | −373−0.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 189,207 | $983.7 萬 | 4.2% | +189,207 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 68,277 | $931.2 萬 | 4.0% | −1,504−2.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 36,981 | $712.0 萬 | 3.1% | +66+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,461 | $662.1 萬 | 2.9% | −493−1.7% | 減碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 33,459 | $586.3 萬 | 2.5% | +10,227+44.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 27,606 | $554.1 萬 | 2.4% | −542−1.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 33,652 | $531.0 萬 | 2.3% | +913+2.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 61,695 | $469.7 萬 | 2.0% | +61,695 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,966 | $442.5 萬 | 1.9% | +393+2.5% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,039 | $407.9 萬 | 1.8% | −60−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,520 | $395.6 萬 | 1.7% | +87+0.8% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 69,122 | $388.1 萬 | 1.7% | −3,339−4.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 21,365 | $324.6 萬 | 1.4% | −961−4.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,443 | $319.1 萬 | 1.4% | −180−2.7% | 減碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 45,591 | $280.7 萬 | 1.2% | +878+2.0% | 加碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 43,433 | $177.5 萬 | 0.8% | +43,433 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 12,587 | $175.8 萬 | 0.8% | −198−1.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,255 | $155.5 萬 | 0.7% | +105+3.3% | 加碼 | – |
| MARMarriott International Inc | Stock | 6,634 | $149.6 萬 | 0.6% | −461−6.5% | 減碼 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 16,622 | $140.4 萬 | 0.6% | −1,037−5.9% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 22,074 | $139.8 萬 | 0.6% | −14,988−40.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,219 | $113.9 萬 | 0.5% | +18+0.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,640 | $110.4 萬 | 0.5% | −66−1.8% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,500 | $109.3 萬 | 0.5% | +247+2.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,527 | $106.4 萬 | 0.5% | +317+6.1% | 加碼 | – |
| BXBlackstone Inc. | COM | 7,297 | $95.5 萬 | 0.4% | +60+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,594 | $93.6 萬 | 0.4% | +6+0.2% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 13,127 | $85.2 萬 | 0.4% | +130+1.0% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 15,244 | $78.2 萬 | 0.3% | −745−4.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,147 | $74.4 萬 | 0.3% | −111−4.9% | 減碼 | 歷史 |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 19,887 | $72.3 萬 | 0.3% | −610,081−96.8% | 減碼 | – |
| BACBank of America Corp | Stock | 20,505 | $69.0 萬 | 0.3% | −271−1.3% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 9,189 | $62.3 萬 | 0.3% | +48+0.5% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,653 | $60.4 萬 | 0.3% | +71+2.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,175 | $58.3 萬 | 0.3% | +3,031+33.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 865 | $57.1 萬 | 0.2% | +8+0.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,314 | $53.8 萬 | 0.2% | +501+61.6% | 加碼 | – |
| WSOWatsco Inc | COM | 1,250 | $53.6 萬 | 0.2% | +1,250 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,482 | $52.9 萬 | 0.2% | +52+3.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 819 | $47.7 萬 | 0.2% | +11+1.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,785 | $46.5 萬 | 0.2% | +47+2.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,041 | $45.5 萬 | 0.2% | +7+0.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 400 | $44.7 萬 | 0.2% | +60+17.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,988 | $43.5 萬 | 0.2% | +406+11.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,377 | $42.6 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 13,946 | $38.6 萬 | 0.2% | +13,946 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 2,266 | $38.5 萬 | 0.2% | +304+15.5% | 加碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 228,978 | $38.2 萬 | 0.2% | −100,000−30.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,374 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 695 | $36.6 萬 | 0.2% | +53+8.3% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,072 | $36.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,512 | $35.4 萬 | 0.2% | +172+7.4% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 4,163 | $35.1 萬 | 0.2% | +43+1.0% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 7,052 | $34.7 萬 | 0.1% | +56+0.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,136 | $32.7 萬 | 0.1% | +119+11.7% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,994 | $32.2 萬 | 0.1% | +1,027+14.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,788 | $29.2 萬 | 0.1% | +1,020+21.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,261 | $28.9 萬 | 0.1% | +787+17.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,763 | $26.4 萬 | 0.1% | +10+0.6% | 加碼 | – |
| KOCoca Cola Co | Stock | 4,265 | $25.1 萬 | 0.1% | +299+7.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,314 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 974 | $24.9 萬 | 0.1% | +974 | 新進 | 歷史 |
| GLWCorning Inc | COM | 8,080 | $24.6 萬 | 0.1% | −605−7.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,097 | $24.4 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,356 | $23.7 萬 | 0.1% | +1,356 | 新進 | – |
| MCDMcDonalds Corp | Stock | 792 | $23.5 萬 | 0.1% | +792 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 8,149 | $23.5 萬 | 0.1% | +8,149 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 2,231 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 939 | $23.1 萬 | 0.1% | +939 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,465 | $22.7 萬 | 0.1% | +1,465 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,559 | $22.5 萬 | 0.1% | +1,559 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,287 | $21.5 萬 | 0.1% | +22+1.0% | 加碼 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,521 | $21.1 萬 | 0.1% | +3,521 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 415 | $20.1 萬 | 0.1% | +415 | 新進 | – |
2023 年第 3 季之後清倉（2 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。