Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- 最新申報
- 2026/7/17
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/17 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 145
- 較 2026 年第 1 季 +12
- 總值
- $4.05 億
- 較 2026 年第 1 季 +$4,385 萬 (+12.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 1,054,504 | $2,921 萬 | 7.2% | −16,487−1.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 77,929 | $2,884 萬 | 7.1% | −2,105−2.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,538 | $2,729 萬 | 6.7% | −3,767−9.3% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 521,491 | $2,378 萬 | 5.9% | −607−0.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 119,402 | $1,961 萬 | 4.8% | −151−0.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,272 | $1,593 萬 | 3.9% | +1,835+9.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 65,497 | $1,311 萬 | 3.2% | −679−1.0% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 39,277 | $1,141 萬 | 2.8% | −1,595−3.9% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 181,078 | $1,126 萬 | 2.8% | −11,995−6.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 74,689 | $1,108 萬 | 2.7% | +550+0.7% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 208,454 | $1,096 萬 | 2.7% | −18,072−8.0% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 190,058 | $1,038 萬 | 2.6% | +1,144+0.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 323,158 | $1,025 萬 | 2.5% | +14,047+4.5% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 243,547 | $988.4 萬 | 2.4% | +37,724+18.3% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 179,048 | $946.8 萬 | 2.3% | +12,012+7.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 32,288 | $934.3 萬 | 2.3% | +1,220+3.9% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 125,755 | $855.3 萬 | 2.1% | +125,755 | 新進 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 92,212 | $844.9 萬 | 2.1% | +4,237+4.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,118 | $763.6 萬 | 1.9% | −295−2.6% | 減碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 198,482 | $548.8 萬 | 1.4% | +18,505+10.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 67,674 | $545.3 萬 | 1.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| GOOGLAlphabet Inc. | Stock | 13,301 | $475.3 萬 | 1.2% | −159−1.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 15,558 | $467.4 萬 | 1.2% | −2,406−13.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 21,441 | $456.2 萬 | 1.1% | +660+3.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,014 | $448.1 萬 | 1.1% | +64+0.5% | 加碼 | 歷史 |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 95,738 | $431.5 萬 | 1.1% | +29,241+44.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,106 | $429.4 萬 | 1.1% | −456−6.9% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 55,196 | $425.6 萬 | 1.1% | −543−1.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 17,336 | $413.2 萬 | 1.0% | −898−4.9% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 47,792 | $400.3 萬 | 1.0% | +336+0.7% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 78,542 | $358.9 萬 | 0.9% | +23,107+41.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,475 | $329.5 萬 | 0.8% | −280−5.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 6,252 | $236.2 萬 | 0.6% | −190−2.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,610 | $203.3 萬 | 0.5% | −53−1.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,439 | $200.4 萬 | 0.5% | +307+6.0% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,426 | $189.7 萬 | 0.5% | −859−10.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,065 | $165.8 萬 | 0.4% | −953−15.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,004 | $161.5 萬 | 0.4% | −320−2.4% | 減碼依 4 比 1 拆股換算 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,229 | $158.4 萬 | 0.4% | −465−2.0% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,221 | $154.6 萬 | 0.4% | +8+0.1% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 26,443 | $152.4 萬 | 0.4% | +325+1.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,538 | $143.6 萬 | 0.4% | −188−2.4% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 11,881 | $139.5 萬 | 0.3% | −1,558−11.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 11,730 | $138.0 萬 | 0.3% | +135+1.2% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 30,159 | $137.2 萬 | 0.3% | +10,469+53.2% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 18,606 | $133.9 萬 | 0.3% | +60+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,754 | $132.6 萬 | 0.3% | −493−11.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,785 | $129.9 萬 | 0.3% | −137−3.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 22,481 | $128.1 萬 | 0.3% | +1,985+9.7% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,101 | $127.0 萬 | 0.3% | +7+0.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,439 | $122.1 萬 | 0.3% | +148+6.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 976 | $117.0 萬 | 0.3% | +10+1.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,860 | $101.0 萬 | 0.2% | −500−6.0% | 減碼 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 8,834 | $100.9 萬 | 0.2% | −3,157−26.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,881 | $97.7 萬 | 0.2% | +107+2.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 962 | $97.3 萬 | 0.2% | +284+41.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 989 | $92.5 萬 | 0.2% | −175−15.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,158 | $89.7 萬 | 0.2% | −155−6.7% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 17,406 | $88.9 萬 | 0.2% | −2,257−11.5% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 432 | $86.0 萬 | 0.2% | −133−23.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,287 | $79.7 萬 | 0.2% | −335−9.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 6,870 | $77.8 萬 | 0.2% | −1,607−19.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,506 | $77.3 萬 | 0.2% | +544+6.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,423 | $73.5 萬 | 0.2% | +274+12.8% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,222 | $71.0 萬 | 0.2% | +1,222 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 9,321 | $70.4 萬 | 0.2% | −227−2.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,638 | $68.9 萬 | 0.2% | +222+15.7% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,235 | $66.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,043 | $66.5 萬 | 0.2% | −229−2.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,220 | $66.2 萬 | 0.2% | +296+15.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,801 | $65.2 萬 | 0.2% | −26−1.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,200 | $64.4 萬 | 0.2% | +1,661+12.3% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,713 | $63.5 萬 | 0.2% | −38−2.2% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 2,639 | $62.9 萬 | 0.2% | +195+8.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 900 | $59.1 萬 | 0.1% | −16−1.7% | 減碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 608 | $58.7 萬 | 0.1% | −240−28.3% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,093 | $58.1 萬 | 0.1% | +604+11.0% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 2,484 | $57.9 萬 | 0.1% | −203−7.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,470 | $57.5 萬 | 0.1% | +271+8.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 486 | $51.7 萬 | 0.1% | −39−7.4% | 減碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 2,939 | $50.2 萬 | 0.1% | +2,939 | 新進 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,903 | $50.0 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| PMPhilip Morris International Inc. | Stock | 2,733 | $49.4 萬 | 0.1% | +181+7.1% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,581 | $49.0 萬 | 0.1% | +96+1.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,860 | $49.0 萬 | 0.1% | +1,470+27.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,171 | $48.4 萬 | 0.1% | −31−1.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,367 | $48.2 萬 | 0.1% | −376−21.6% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,875 | $44.5 萬 | 0.1% | +8+0.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 871 | $44.4 萬 | 0.1% | −11−1.2% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 371 | $43.6 萬 | 0.1% | +68+22.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,586 | $43.2 萬 | 0.1% | +133+9.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,125 | $42.0 萬 | 0.1% | +269+31.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,353 | $40.3 萬 | 0.1% | +1,353 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,777 | $39.8 萬 | 0.1% | +56+0.6% | 加碼 | – |
| MUMicron Technology Inc | Stock | 343 | $39.6 萬 | 0.1% | +343 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 515 | $39.3 萬 | 0.1% | −351−40.5% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 726 | $37.7 萬 | 0.1% | −5−0.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 785 | $37.5 萬 | 0.1% | −200−20.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,683 | $36.7 萬 | 0.1% | +125+4.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,858 | $35.8 萬 | 0.1% | −2,299−13.4% | 減碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $29.9 萬 | $22.4 萬 |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 151,983 | $750.3 萬 | 2.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,505 | $76.5 萬 | 0.2% | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 9,042 | $63.5 萬 | 0.2% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,677 | $32.9 萬 | 0.1% | – |
| PEPPepsiCo Inc | Stock | 1,992 | $30.9 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 4,396 | $30.0 萬 | 0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 542 | $26.3 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,590 | $25.8 萬 | 0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,555 | $23.3 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 239 | $23.0 萬 | 0.1% | 歷史 |
| RACEFerrari N.V. | COM | 623 | $21.1 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,511 | $21.1 萬 | 0.1% | 歷史 |
| Gabelli Equity Tr Inc362397226 | RIGHT 04/14/2026 | 15,321 | $107 | <0.1% | – |