Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/22 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 124
- 較 2025 年第 2 季 +7
- 總值
- $3.32 億
- 較 2025 年第 2 季 +$2,983 萬 (+9.9%)
| 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 | 48,530 | $3,233 萬 | 9.7% | −4,698−8.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 87,871 | $2,884 萬 | 8.7% | −3,246−3.6% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,118,815 | $2,605 萬 | 7.8% | −133,731−10.7% | 減碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 414,817 | $1,930 萬 | 5.8% | +47,109+12.8% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 124,625 | $1,815 萬 | 5.5% | −3,995−3.1% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 232,718 | $1,337 萬 | 4.0% | +1,633+0.7% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 43,060 | $1,178 萬 | 3.5% | +881+2.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 58,608 | $1,094 萬 | 3.3% | +3,495+6.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 74,743 | $888.2 萬 | 2.7% | +338+0.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 160,083 | $862.4 萬 | 2.6% | +4,328+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,977 | $763.3 萬 | 2.3% | +1,917+6.8% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 276,192 | $754.0 萬 | 2.3% | +16,841+6.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,704 | $716.4 萬 | 2.2% | +3,656+51.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,639 | $712.7 萬 | 2.1% | −2,033−14.9% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 149,080 | $692.0 萬 | 2.1% | +138,748+1,342.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 29,273 | $555.3 萬 | 1.7% | −1,090−3.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,677 | $553.0 萬 | 1.7% | +227+2.2% | 加碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 74,369 | $548.3 萬 | 1.7% | +3,343+4.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,458 | $512.8 萬 | 1.5% | −193−1.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 21,126 | $511.2 萬 | 1.5% | −421−2.0% | 減碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 129,660 | $450.6 萬 | 1.4% | +34,300+36.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,981 | $416.8 萬 | 1.3% | +282+1.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,914 | $412.1 萬 | 1.2% | +85+1.2% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 72,237 | $377.7 萬 | 1.1% | −10,728−12.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 57,252 | $373.6 萬 | 1.1% | −69−0.1% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 52,156 | $372.2 萬 | 1.1% | +91+0.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,997 | $315.9 萬 | 1.0% | +404+3.2% | 加碼 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 51,206 | $304.3 萬 | 0.9% | −266−0.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,064 | $304.0 萬 | 0.9% | +138+2.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,630 | $266.6 萬 | 0.8% | −33−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,396 | $211.0 萬 | 0.6% | +37+0.6% | 加碼 | 歷史 |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 44,351 | $185.8 萬 | 0.6% | +6,828+18.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,682 | $172.5 萬 | 0.5% | −6−0.2% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 16,510 | $164.8 萬 | 0.5% | +3,193+24.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,111 | $161.2 萬 | 0.5% | −4−0.1% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,607 | $141.6 萬 | 0.4% | +104+1.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,727 | $136.2 萬 | 0.4% | +44+0.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 7,679 | $131.2 萬 | 0.4% | +72+0.9% | 加碼 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 12,572 | $129.5 萬 | 0.4% | +54+0.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,409 | $121.1 萬 | 0.4% | +278+13.0% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,304 | $120.8 萬 | 0.4% | +8+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 19,645 | $112.2 萬 | 0.3% | −2,265−10.3% | 減碼 | – |
| BACBank of America Corp | Stock | 21,601 | $111.4 萬 | 0.3% | +161+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,244 | $110.7 萬 | 0.3% | +45+1.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,857 | $108.7 萬 | 0.3% | −214−5.3% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 23,744 | $107.1 萬 | 0.3% | −756−3.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 15,599 | $103.0 萬 | 0.3% | +126+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,966 | $96.6 萬 | 0.3% | +773+24.2% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,175 | $94.6 萬 | 0.3% | −292−3.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,675 | $92.4 萬 | 0.3% | +1,629+155.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,577 | $88.4 萬 | 0.3% | +1,053+14.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 928 | $85.9 萬 | 0.3% | −11−1.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,831 | $78.0 萬 | 0.2% | +9+0.2% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 8,823 | $74.0 萬 | 0.2% | −8−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,136 | $72.6 萬 | 0.2% | −89−2.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,449 | $71.5 萬 | 0.2% | +142+1.4% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 8,176 | $67.1 萬 | 0.2% | +43+0.5% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 8,782 | $67.0 萬 | 0.2% | +26+0.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,651 | $66.9 萬 | 0.2% | +25+1.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 874 | $66.7 萬 | 0.2% | −38−4.2% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 13,825 | $63.9 萬 | 0.2% | +886+6.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 529 | $63.5 萬 | 0.2% | +34+6.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,119 | $59.6 萬 | 0.2% | +833+64.8% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 8,580 | $55.8 萬 | 0.2% | +1,000+13.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,088 | $53.1 萬 | 0.2% | +55+2.7% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,883 | $52.6 萬 | 0.2% | −776−21.2% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 2,670 | $52.2 萬 | 0.2% | −131−4.7% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,423 | $50.4 萬 | 0.2% | +64+1.0% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 2,297 | $50.1 萬 | 0.2% | −9−0.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 609 | $48.5 萬 | 0.1% | −24−3.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,192 | $48.4 萬 | 0.1% | +14+0.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 18,927 | $48.2 萬 | 0.1% | +398+2.1% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,235 | $47.7 萬 | 0.1% | +12+0.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,165 | $47.5 萬 | 0.1% | −16−0.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,672 | $46.9 萬 | 0.1% | −583−5.2% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,856 | $45.7 萬 | 0.1% | −117−5.9% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,740 | $45.3 萬 | 0.1% | +19+1.1% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,435 | $44.9 萬 | 0.1% | +38+0.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,007 | $44.8 萬 | 0.1% | +40+4.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,236 | $43.9 萬 | 0.1% | +22+1.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,562 | $41.6 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 710 | $40.4 萬 | 0.1% | +165+30.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 778 | $38.2 萬 | 0.1% | +25+3.3% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,343 | $37.9 萬 | 0.1% | +1,228+39.4% | 加碼 | – |
| RACEFerrari N.V. | COM | 738 | $35.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,265 | $35.8 萬 | 0.1% | +731+20.7% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 12,285 | $34.9 萬 | 0.1% | +85+0.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,470 | $34.8 萬 | 0.1% | −65−4.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 665 | $33.2 萬 | 0.1% | −54−7.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,423 | $32.6 萬 | 0.1% | +305+5.0% | 加碼 | – |
| CVXChevron Corp | Stock | 2,019 | $31.3 萬 | 0.1% | +293+17.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,668 | $30.6 萬 | 0.1% | −45−2.6% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 856 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 3,077 | $27.6 萬 | 0.1% | +355+13.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,443 | $26.9 萬 | 0.1% | +114+8.6% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 231 | $26.9 萬 | 0.1% | +2+0.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 272 | $26.4 萬 | 0.1% | +6+2.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 944 | $26.4 萬 | 0.1% | +6+0.6% | 加碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 8,167 | $25.7 萬 | 0.1% | +8,167 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,148 | $24.8 萬 | 0.1% | +14+1.2% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 1,669 | $34.2 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 721 | $21.5 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 3,830 | $21.5 萬 | 0.1% | 歷史 |
| Direxion Shs ETF Tr25461A429 | DAILY PLTR BEAR | 11,148 | $10.4 萬 | <0.1% | – |