Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/5 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 117
- 較 2025 年第 1 季 +19
- 總值
- $3.02 億
- 較 2025 年第 1 季 +$3,759 萬 (+14.2%)
| 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 | 53,228 | $3,289 萬 | 10.9% | −5,335−9.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 91,117 | $2,769 萬 | 9.2% | −1,927−2.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,252,546 | $2,768 萬 | 9.2% | +58,527+4.9% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 128,620 | $1,737 萬 | 5.7% | −2,384−1.8% | 減碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 367,708 | $1,700 萬 | 5.6% | +27,358+8.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 231,085 | $1,273 萬 | 4.2% | +7,911+3.5% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 42,179 | $1,040 萬 | 3.4% | −3,869−8.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 55,113 | $870.7 萬 | 2.9% | +50.0% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 155,755 | $815.7 萬 | 2.7% | +808+0.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 74,405 | $813.2 萬 | 2.7% | +1,330+1.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,672 | $776.6 萬 | 2.6% | +11,435+511.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 259,351 | $687.3 萬 | 2.3% | −12,247−4.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,060 | $575.7 萬 | 1.9% | −445−1.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,363 | $551.8 萬 | 1.8% | −30.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,450 | $519.8 萬 | 1.7% | −479−4.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,651 | $493.9 萬 | 1.6% | −401−2.2% | 減碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 71,026 | $481.4 萬 | 1.6% | +11,291+18.9% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 21,547 | $465.0 萬 | 1.5% | +409+1.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,048 | $437.6 萬 | 1.4% | −1,064−13.1% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 82,965 | $426.1 萬 | 1.4% | +8,688+11.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,699 | $410.2 萬 | 1.4% | −153−0.8% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,829 | $386.9 萬 | 1.3% | −685−9.1% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 57,321 | $355.5 萬 | 1.2% | +332+0.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 52,065 | $350.0 萬 | 1.2% | +150+0.3% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 95,360 | $310.4 萬 | 1.0% | +7,610+8.7% | 加碼 | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 51,472 | $287.0 萬 | 0.9% | +51,472 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,926 | $271.7 萬 | 0.9% | +3,287+200.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,663 | $270.4 萬 | 0.9% | +40+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,593 | $221.9 萬 | 0.7% | +31+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,359 | $175.3 萬 | 0.6% | −429−6.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,688 | $156.6 萬 | 0.5% | −143−3.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,115 | $148.3 萬 | 0.5% | +977+23.6% | 加碼 | 歷史 |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 37,523 | $148.1 萬 | 0.5% | +8,842+30.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,683 | $129.3 萬 | 0.4% | +2,172+10.6% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,503 | $127.9 萬 | 0.4% | +7+0.1% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 13,317 | $125.2 萬 | 0.4% | +3,742+39.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21,910 | $124.6 萬 | 0.4% | −2,178−9.0% | 減碼 | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 12,518 | $124.1 萬 | 0.4% | −58−0.5% | 減碼 | – |
| BXBlackstone Inc. | COM | 7,607 | $113.8 萬 | 0.4% | +46+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,199 | $113.6 萬 | 0.4% | +93+3.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 24,500 | $113.4 萬 | 0.4% | +1,934+8.6% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,296 | $111.9 萬 | 0.4% | +1,738+111.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,131 | $103.5 萬 | 0.3% | +205+10.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,071 | $103.1 萬 | 0.3% | +13+0.3% | 加碼 | – |
| BACBank of America Corp | Stock | 21,440 | $101.5 萬 | 0.3% | +2,164+11.2% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,467 | $95.3 萬 | 0.3% | +9,467 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 939 | $93.0 萬 | 0.3% | +22+2.4% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 15,473 | $90.7 萬 | 0.3% | +623+4.2% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,822 | $74.2 萬 | 0.2% | −49−1.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 7,524 | $73.6 萬 | 0.2% | +274+3.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,307 | $71.5 萬 | 0.2% | −1,587−13.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 912 | $71.1 萬 | 0.2% | +27+3.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,831 | $70.8 萬 | 0.2% | +1,319+17.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 495 | $66.3 萬 | 0.2% | +188+61.2% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 8,756 | $64.8 萬 | 0.2% | +8,756 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 3,225 | $59.9 萬 | 0.2% | +208+6.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,626 | $59.6 萬 | 0.2% | −304−15.8% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 12,939 | $59.2 萬 | 0.2% | +442+3.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,193 | $56.6 萬 | 0.2% | +192+6.4% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,359 | $54.4 萬 | 0.2% | +55+0.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,181 | $50.8 萬 | 0.2% | +323+4.7% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,659 | $49.9 萬 | 0.2% | −13−0.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,178 | $49.8 萬 | 0.2% | −121−5.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,255 | $48.7 萬 | 0.2% | +969+9.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,033 | $48.2 萬 | 0.2% | −149−6.8% | 減碼 | – |
| MARMarriott International Inc | Stock | 1,721 | $47.0 萬 | 0.2% | +22+1.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,566 | $46.7 萬 | 0.2% | +54+2.1% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 7,580 | $46.4 萬 | 0.2% | +7,580 | 新進 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 2,801 | $45.8 萬 | 0.2% | +11+0.4% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 10,332 | $45.2 萬 | 0.1% | +10,332 | 新進 | – |
| PFEPfizer Inc | Stock | 18,529 | $44.9 萬 | 0.1% | −266−1.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 633 | $44.8 萬 | 0.1% | +633 | 新進 | 歷史 |
| PKGPackaging Corp of America | Stock | 2,306 | $43.4 萬 | 0.1% | +61+2.7% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 8,133 | $42.8 萬 | 0.1% | +80+1.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,223 | $42.4 萬 | 0.1% | +3,223 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,397 | $41.7 萬 | 0.1% | +22+0.4% | 加碼 | – |
| GRMNGarmin Ltd | SHS | 1,973 | $41.2 萬 | 0.1% | +12+0.6% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 753 | $38.4 萬 | 0.1% | −215−22.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,214 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RACEFerrari N.V. | COM | 738 | $36.2 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 12,200 | $35.9 萬 | 0.1% | +51+0.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,713 | $35.6 萬 | 0.1% | −602−26.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,535 | $35.3 萬 | 0.1% | +40+2.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,669 | $34.2 萬 | 0.1% | +1,669 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 719 | $33.3 萬 | 0.1% | +61+9.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,046 | $32.6 萬 | 0.1% | +29+2.9% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,118 | $31.0 萬 | 0.1% | +69+1.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 967 | $30.7 萬 | 0.1% | +967 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 545 | $30.6 萬 | 0.1% | +49+9.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,286 | $28.1 萬 | 0.1% | +1,286 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,534 | $28.0 萬 | 0.1% | −15−0.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 989 | $27.0 萬 | 0.1% | +42+4.4% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,219 | $26.7 萬 | 0.1% | +31+2.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,603 | $25.5 萬 | 0.1% | −135−7.8% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,115 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 905 | $25.3 萬 | 0.1% | +132+17.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,726 | $24.7 萬 | 0.1% | −57−3.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 838 | $24.7 萬 | 0.1% | +22+2.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 229 | $24.0 萬 | 0.1% | −17−6.9% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 856 | $23.9 萬 | 0.1% | +856 | 新進 | – |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。