Benchmark Investment Advisors LLC
- SEC CIK
- 0001910971
- 最新申報
- 2026/8/12
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 86
- 較 2024 年第 2 季 −3
- 總值
- $1.40 億
- 較 2024 年第 2 季 +$223.4 萬 (+1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 242,503 | $2,945 萬 | 21.0% | −14,848−5.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,321 | $573.2 萬 | 4.1% | +94+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,053 | $490.5 萬 | 3.5% | −269−1.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,978 | $448.1 萬 | 3.2% | +908+3.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,822 | $411.7 萬 | 2.9% | −20−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,367 | $364.5 萬 | 2.6% | +459+7.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 46,084 | $346.4 萬 | 2.5% | +6,651+16.9% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 4,078 | $330.2 萬 | 2.4% | −1,572−27.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,364 | $323.5 萬 | 2.3% | −46−0.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,147 | $315.2 萬 | 2.2% | +46+0.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,836 | $297.1 萬 | 2.1% | −11−0.3% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,361 | $285.8 萬 | 2.0% | +88+1.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,301 | $269.4 萬 | 1.9% | +40+1.2% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,771 | $265.5 萬 | 1.9% | +1,813+61.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,291 | $261.3 萬 | 1.9% | −1,351−20.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 11,902 | $240.5 萬 | 1.7% | +126+1.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,517 | $234.2 萬 | 1.7% | +53+0.6% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 16,545 | $216.0 萬 | 1.5% | +3,440+26.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 5,479 | $210.3 萬 | 1.5% | +244+4.7% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 11,680 | $209.8 萬 | 1.5% | +104+0.9% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 39,213 | $205.5 萬 | 1.5% | +249+0.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,218 | $203.3 萬 | 1.4% | +143+4.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,346 | $195.6 萬 | 1.4% | +67+2.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,315 | $192.9 萬 | 1.4% | +689+42.4% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,329 | $168.6 萬 | 1.2% | +117+3.6% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,479 | $153.6 萬 | 1.1% | +26+1.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,226 | $152.4 萬 | 1.1% | +256+3.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 6,209 | $142.9 萬 | 1.0% | −297−4.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 333 | $140.2 萬 | 1.0% | −4−1.2% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 6,040 | $136.7 萬 | 1.0% | −230−3.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,796 | $134.5 萬 | 1.0% | +1,735+56.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,836 | $134.4 萬 | 1.0% | +5,757+94.7% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,454 | $127.6 萬 | 0.9% | +81+3.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,418 | $127.6 萬 | 0.9% | +9+0.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 7,500 | $125.4 萬 | 0.9% | +3,500+87.5% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 393 | $123.8 萬 | 0.9% | −1−0.3% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 11,920 | $116.1 萬 | 0.8% | +2,866+31.7% | 加碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 39,372 | $113.0 萬 | 0.8% | +21,500+120.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,689 | $109.0 萬 | 0.8% | −15−0.6% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,990 | $98.4 萬 | 0.7% | −30−0.6% | 減碼 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 15,888 | $89.9 萬 | 0.6% | +878+5.8% | 加碼 | – |
| GEGeneral Electric Co | Stock | 4,756 | $89.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 2,055 | $85.6 萬 | 0.6% | +2,055 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,488 | $80.4 萬 | 0.6% | −157−3.4% | 減碼 | – |
| MCKMcKesson Corp | Stock | 1,559 | $77.1 萬 | 0.5% | −119−7.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,389 | $71.9 萬 | 0.5% | −167−10.7% | 減碼 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 88,000 | $71.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 38,366 | $70.7 萬 | 0.5% | −800−2.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,357 | $70.6 萬 | 0.5% | −285−6.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,755 | $70.1 萬 | 0.5% | +6,755 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6,430 | $66.6 萬 | 0.5% | +3,047+90.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 3,400 | $65.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 5,060 | $64.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,276 | $58.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 2,158 | $58.5 萬 | 0.4% | +87+4.2% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 6,665 | $53.5 萬 | 0.4% | −7,612−53.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,810 | $51.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 668 | $47.4 萬 | 0.3% | −44−6.2% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 7,321 | $46.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 13,490 | $44.8 萬 | 0.3% | +85+0.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,000 | $44.2 萬 | 0.3% | +2,000 | 新進 | – |
| NHINational Health Investors Inc | COM | 5,000 | $42.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 656 | $40.6 萬 | 0.3% | −900−57.8% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 7,615 | $37.8 萬 | 0.3% | −585−7.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,791 | $35.5 萬 | 0.3% | +39+2.2% | 加碼 | – |
| LTCLTC Properties Inc | REIT | 8,970 | $32.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,130 | $30.9 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 66,300 | $30.9 萬 | 0.2% | +66,300 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 596 | $30.8 萬 | 0.2% | −687−53.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,188 | $30.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,453 | $29.0 萬 | 0.2% | −222−3.9% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,845 | $28.4 萬 | 0.2% | −30−1.6% | 減碼 | – |
| SRPTSarepta Therapeutics, Inc. | COM | 2,275 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 1,864 | $26.7 萬 | 0.2% | −674−26.6% | 減碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 2,527 | $26.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 842 | $26.5 萬 | 0.2% | +20+2.4% | 加碼 | – |
| FTNTFortinet, Inc. | Stock | 3,310 | $25.7 萬 | 0.2% | −2,784−45.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 522 | $25.5 萬 | 0.2% | −74−12.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 441 | $25.4 萬 | 0.2% | −7−1.6% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 505 | $24.8 萬 | 0.2% | −5−1.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,660 | $24.5 萬 | 0.2% | −685−29.2% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 5,000 | $23.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,496 | $23.0 萬 | 0.2% | −2,555−63.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 613 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 249 | $22.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,482 | $21.8 萬 | 0.2% | −200−7.5% | 減碼 | – |
2024 年第 2 季之後清倉（7 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 |
|---|---|---|---|---|---|
| SBUXStarbucks Corp | Stock | 8,100 | $63.1 萬 | 0.5% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,588 | $60.5 萬 | 0.4% | – |
| AOSSmith A O Corp | COM | 6,684 | $54.7 萬 | 0.4% | 歷史 |
| DGDollar General Corp | COM | 2,446 | $32.3 萬 | 0.2% | 歷史 |
| TSLATesla, Inc. | Stock | 1,281 | $25.3 萬 | 0.2% | 歷史 |
| Ascot Res Ltd Com Isin #CA04364G1063 Sedol #205239904364G106 | COMMON STOCK | 40,000 | $1.64 萬 | <0.1% | – |
| CCF Holdings LLC12509J208 | COM | 52,393 | $16 | <0.1% | – |