Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/30 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 100
- 較 2024 年第 2 季 +10
- 總值
- $3.00 億
- 較 2024 年第 2 季 +$2,998 萬 (+11.1%)
| 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 | 71,088 | $4,079 萬 | 13.6% | +7,057+11.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 117,641 | $3,331 萬 | 11.1% | −1,841−1.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 766,371 | $3,151 萬 | 10.5% | +34,183+4.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 183,769 | $2,309 萬 | 7.7% | −5,390−2.8% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 245,866 | $1,422 萬 | 4.7% | +18,744+8.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 81,326 | $1,253 萬 | 4.2% | +3,650+4.7% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 54,446 | $1,198 萬 | 4.0% | +3,825+7.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 97,469 | $1,140 萬 | 3.8% | −861−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 37,189 | $866.5 萬 | 2.9% | +1,902+5.4% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 101,324 | $856.5 萬 | 2.9% | +6,386+6.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 68,798 | $835.5 萬 | 2.8% | +2,236+3.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,269 | $693.0 萬 | 2.3% | −298−1.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 26,027 | $574.9 萬 | 1.9% | −263−1.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,988 | $555.2 萬 | 1.9% | +195+0.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,604 | $499.3 萬 | 1.7% | +874+8.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,053 | $458.8 萬 | 1.5% | +187+2.4% | 加碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 66,280 | $448.9 萬 | 1.5% | +5,497+9.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 68,978 | $429.9 萬 | 1.4% | −2,425−3.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 20,529 | $382.5 萬 | 1.3% | −527−2.5% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 55,668 | $350.7 萬 | 1.2% | −4,496−7.5% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 48,545 | $257.2 萬 | 0.9% | +19,595+67.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,294 | $203.9 萬 | 0.7% | −395−3.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,490 | $199.8 萬 | 0.7% | +203+6.2% | 加碼 | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 62,369 | $193.8 萬 | 0.6% | +8,777+16.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,961 | $170.8 萬 | 0.6% | +74+2.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,197 | $157.5 萬 | 0.5% | +464+12.4% | 加碼 | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 14,811 | $141.8 萬 | 0.5% | −1,381−8.5% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,619 | $140.1 萬 | 0.5% | +148+1.4% | 加碼 | – |
| MARMarriott International Inc | Stock | 5,569 | $138.4 萬 | 0.5% | −692−11.1% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,024 | $136.0 萬 | 0.5% | +149+2.5% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 24,372 | $122.4 萬 | 0.4% | +24,372 | 新進 | – |
| BXBlackstone Inc. | COM | 7,448 | $114.1 萬 | 0.4% | +46+0.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,557 | $110.4 萬 | 0.4% | +1,754+10.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 6,354 | $109.6 萬 | 0.4% | +2,264+55.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,550 | $101.2 萬 | 0.3% | +933+5.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,010 | $98.1 萬 | 0.3% | +43+2.2% | 加碼 | – |
| VVisa Inc. | Stock | 3,022 | $83.1 萬 | 0.3% | −357−10.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,669 | $82.7 萬 | 0.3% | +237+1.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,568 | $82.7 萬 | 0.3% | +61+4.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,029 | $82.2 萬 | 0.3% | +82+4.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,780 | $81.9 萬 | 0.3% | +264+17.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 921 | $81.7 萬 | 0.3% | +34+3.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,045 | $81.1 萬 | 0.3% | +54+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,779 | $79.7 萬 | 0.3% | +798+26.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,938 | $78.8 萬 | 0.3% | +817+13.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 19,502 | $77.4 萬 | 0.3% | −3,925−16.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 871 | $77.1 萬 | 0.3% | +16+1.9% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,873 | $73.5 萬 | 0.2% | +787+25.5% | 加碼 | – |
| AIGAmerican International Group, Inc. | Stock | 9,225 | $67.6 萬 | 0.2% | −56−0.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,126 | $65.8 萬 | 0.2% | +396+54.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 12,764 | $65.1 萬 | 0.2% | +1,239+10.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,532 | $59.0 萬 | 0.2% | +752+27.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,799 | $55.3 萬 | 0.2% | +720+34.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,631 | $54.6 萬 | 0.2% | +49+1.9% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,077 | $50.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,385 | $49.9 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,600 | $47.9 萬 | 0.2% | −252−3.7% | 減碼 | – |
| KOCoca Cola Co | Stock | 6,588 | $47.3 萬 | 0.2% | +192+3.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,248 | $44.1 萬 | 0.1% | −155−1.0% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 2,040 | $43.9 萬 | 0.1% | +368+22.0% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 2,812 | $43.6 萬 | 0.1% | +300+11.9% | 加碼依 2 比 1 拆股換算 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,691 | $43.4 萬 | 0.1% | +52+0.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,460 | $40.9 萬 | 0.1% | +586+67.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,652 | $40.7 萬 | 0.1% | +51+3.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 669 | $39.1 萬 | 0.1% | +669 | 新進 | 歷史 |
| GLWCorning Inc | COM | 8,478 | $38.3 萬 | 0.1% | +270+3.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,220 | $37.8 萬 | 0.1% | +2,220 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 1,162 | $37.4 萬 | 0.1% | −35−2.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,742 | $36.0 萬 | 0.1% | +343+24.5% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 6,372 | $35.4 萬 | 0.1% | +6,372 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,593 | $34.1 萬 | 0.1% | +998+15.1% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 11,889 | $32.6 萬 | 0.1% | +701+6.3% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,829 | $32.2 萬 | 0.1% | +248+15.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,832 | $31.7 萬 | 0.1% | +182+11.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,566 | $31.2 萬 | 0.1% | −134−5.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,254 | $30.5 萬 | 0.1% | −115−8.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 973 | $29.6 萬 | 0.1% | −10−1.0% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,249 | $27.9 萬 | 0.1% | +1,249 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,606 | $27.3 萬 | 0.1% | −495−23.6% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 4,684 | $27.0 萬 | 0.1% | +734+18.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,262 | $26.8 萬 | 0.1% | +477+12.6% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 7,632 | $26.8 萬 | 0.1% | +7,632 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,531 | $26.7 萬 | 0.1% | −242−13.6% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,172 | $26.1 萬 | 0.1% | +7,172 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,115 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 2,065 | $25.0 萬 | 0.1% | +2,065 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,520 | $24.6 萬 | 0.1% | +76+5.3% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,547 | $24.3 萬 | 0.1% | −213−7.7% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 3,133 | $23.1 萬 | 0.1% | +3,133 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,897 | $22.2 萬 | 0.1% | −48−2.5% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 1,853 | $22.0 萬 | 0.1% | +1,853 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 912 | $21.6 萬 | 0.1% | +912 | 新進 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,530 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 772 | $21.4 萬 | 0.1% | −55−6.7% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 860 | $21.1 萬 | 0.1% | −779−47.5% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 4,484 | $20.9 萬 | 0.1% | +4,484 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 747 | $20.7 萬 | 0.1% | +747 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 571 | $20.2 萬 | 0.1% | +571 | 新進 | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 189,977 | $19.6 萬 | 0.1% | −34,001−15.2% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 11,522 | $12.2 萬 | <0.1% | +11,522 | 新進 | 歷史 |
2024 年第 2 季之後清倉（5 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,098 | $35.8 萬 | 0.1% | – |
| BABoeing Co | Stock | 1,764 | $32.1 萬 | 0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 1,689 | $24.1 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 416 | $24.0 萬 | 0.1% | – |
| LOWLowes Companies Inc | Stock | 1,079 | $23.8 萬 | 0.1% | 歷史 |