Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/23 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 90
- 較 2024 年第 1 季 0
- 總值
- $2.70 億
- 較 2024 年第 1 季 +$821.3 萬 (+3.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 64,031 | $3,485 萬 | 12.9% | +3,680+6.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 119,482 | $3,196 萬 | 11.8% | −6,281−5.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 732,188 | $2,813 萬 | 10.4% | −44,021−5.7% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 189,159 | $2,247 萬 | 8.3% | −9,075−4.6% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 227,122 | $1,238 萬 | 4.6% | +20,040+9.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 77,676 | $1,132 萬 | 4.2% | +5,703+7.9% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 50,621 | $1,086 萬 | 4.0% | +7,246+16.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 98,330 | $1,049 萬 | 3.9% | −6,534−6.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 66,562 | $822.3 萬 | 3.0% | +632+1.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 35,287 | $743.2 萬 | 2.8% | −2,240−6.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,938 | $738.2 萬 | 2.7% | +15,456+19.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,567 | $643.2 萬 | 2.4% | −1,285−4.6% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 26,290 | $533.4 萬 | 2.0% | −441−1.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,793 | $505.9 萬 | 1.9% | +383+1.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,730 | $479.6 萬 | 1.8% | −16−0.1% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,866 | $420.9 萬 | 1.6% | +83+1.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 71,403 | $417.9 萬 | 1.5% | −2,104−2.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 21,056 | $406.9 萬 | 1.5% | +107+0.5% | 加碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 60,783 | $380.5 萬 | 1.4% | +6,954+12.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 60,164 | $352.8 萬 | 1.3% | −8,351−12.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,689 | $231.1 萬 | 0.9% | −140−1.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,287 | $165.7 萬 | 0.6% | +18+0.6% | 加碼 | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 53,592 | $158.8 萬 | 0.6% | +17,921+50.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,887 | $158.0 萬 | 0.6% | −482−14.3% | 減碼 | – |
| MARMarriott International Inc | Stock | 6,261 | $151.4 萬 | 0.6% | +10+0.2% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 28,950 | $150.7 萬 | 0.6% | +2,055+7.6% | 加碼 | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 16,192 | $142.9 萬 | 0.5% | +601+3.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,733 | $136.1 萬 | 0.5% | +55+1.5% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,471 | $133.5 萬 | 0.5% | +11+0.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,875 | $132.9 萬 | 0.5% | +221+3.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,803 | $95.2 萬 | 0.4% | +4,470+36.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,967 | $94.3 萬 | 0.3% | +570+40.8% | 加碼 | – |
| BACBank of America Corp | Stock | 23,427 | $93.2 萬 | 0.3% | +2,033+9.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,402 | $91.6 萬 | 0.3% | +51+0.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,379 | $88.7 萬 | 0.3% | −116−3.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 855 | $77.4 萬 | 0.3% | −25−2.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 18,617 | $77.3 萬 | 0.3% | +2,089+12.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,432 | $76.3 萬 | 0.3% | +1,686+12.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,121 | $75.8 萬 | 0.3% | +1,245+25.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 887 | $75.4 萬 | 0.3% | −56−5.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,507 | $75.4 萬 | 0.3% | +8+0.5% | 加碼 | – |
| AIGAmerican International Group, Inc. | Stock | 9,281 | $68.9 萬 | 0.3% | +49+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,991 | $67.6 萬 | 0.3% | +1,847+22.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,947 | $67.0 萬 | 0.2% | −160−7.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 409 | $65.7 萬 | 0.2% | +5+1.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,516 | $61.7 萬 | 0.2% | −52−3.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,981 | $60.3 萬 | 0.2% | +335+12.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,582 | $55.1 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,086 | $53.8 萬 | 0.2% | −573−15.7% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 11,525 | $52.5 萬 | 0.2% | +1,737+17.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,780 | $51.0 萬 | 0.2% | +31+1.1% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,852 | $46.3 萬 | 0.2% | −5,156−42.9% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 7,639 | $45.4 萬 | 0.2% | +144+1.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,390 | $44.6 萬 | 0.2% | +2,397+34.3% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,077 | $44.0 萬 | 0.2% | +5+0.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,403 | $43.1 萬 | 0.2% | −25−0.2% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,639 | $42.7 萬 | 0.2% | +283+20.9% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,101 | $41.8 萬 | 0.2% | +353+20.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,396 | $40.7 萬 | 0.2% | +965+17.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,197 | $37.4 萬 | 0.1% | −154−11.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 730 | $37.2 萬 | 0.1% | −45−5.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,601 | $36.2 萬 | 0.1% | −93−5.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,098 | $35.8 萬 | 0.1% | +94+1.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,079 | $35.7 萬 | 0.1% | +476+29.7% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,256 | $35.5 萬 | 0.1% | +221+21.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 874 | $33.5 萬 | 0.1% | −15−1.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,764 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 8,208 | $31.9 萬 | 0.1% | +58+0.7% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,672 | $30.5 萬 | 0.1% | +391+30.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,369 | $29.4 萬 | 0.1% | +53+4.0% | 加碼 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 223,978 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,773 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| GENGen Digital Inc. | Stock | 11,188 | $27.9 萬 | 0.1% | +11,188 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,700 | $27.4 萬 | 0.1% | +20+0.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,399 | $27.2 萬 | 0.1% | −44−3.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,650 | $27.2 萬 | 0.1% | −20−1.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,595 | $27.2 萬 | 0.1% | +1,246+23.3% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,581 | $25.8 萬 | 0.1% | +1,581 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 983 | $25.0 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 3,950 | $24.7 萬 | 0.1% | 00.0% | 不變依 50 比 1 拆股換算 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,760 | $24.3 萬 | 0.1% | +9+0.3% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 1,689 | $24.1 萬 | 0.1% | −77−4.4% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 416 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 1,079 | $23.8 萬 | 0.1% | −56−4.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,945 | $22.4 萬 | 0.1% | +76+4.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,785 | $22.4 萬 | 0.1% | +1,161+44.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,115 | $21.2 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,444 | $21.1 萬 | 0.1% | −90−5.9% | 減碼 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,530 | $20.8 萬 | 0.1% | +9+0.3% | 加碼 | – |
| DHRDanaher Corp | Stock | 827 | $20.7 萬 | 0.1% | −29−3.4% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。