Benchmark Financial, LLC
- SEC CIK
- 0002107260
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/27 申報。只含多頭部位。
- 持股檔數
- 48
- 2025 年第 3 季沒有申報
- 總值
- $1.00 億
- 2025 年第 3 季沒有申報
Benchmark Financial, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 141,202 | $1,507 萬 | 15.0% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 155,735 | $1,304 萬 | 13.0% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 67,811 | $705.7 萬 | 7.0% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 54,390 | $649.1 萬 | 6.5% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 61,016 | $586.7 萬 | 5.8% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 128,153 | $569.1 萬 | 5.7% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 168,496 | $426.6 萬 | 4.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 74,552 | $423.5 萬 | 4.2% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 63,171 | $365.8 萬 | 3.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 63,230 | $361.9 萬 | 3.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 12,010 | $332.6 萬 | 3.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 40,073 | $250.3 萬 | 2.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 43,010 | $199.1 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,357 | $162.3 萬 | 1.6% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 15,635 | $153.7 萬 | 1.5% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 25,827 | $139.6 萬 | 1.4% | – | – | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 45,035 | $134.7 萬 | 1.3% | – | – | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 124,000 | $125.5 萬 | 1.3% | – | – | 歷史 |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 25,744 | $123.7 萬 | 1.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,858 | $116.5 萬 | 1.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,247 | $112.9 萬 | 1.1% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 20,929 | $105.9 萬 | 1.1% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 59,542 | $105.4 萬 | 1.1% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 50,000 | $88.3 萬 | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,194 | $81.4 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,660 | $74.7 萬 | 0.7% | – | – | 歷史 |
| INCYIncyte Corp | COM | 7,446 | $73.5 萬 | 0.7% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,158 | $66.2 萬 | 0.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 743 | $64.1 萬 | 0.6% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 14,508 | $64.1 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,678 | $55.4 萬 | 0.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,009 | $54.6 萬 | 0.5% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 7,142 | $41.5 萬 | 0.4% | – | – | – |
| BSYBentley Systems Inc | COM CL B | 10,590 | $40.4 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,723 | $39.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,710 | $36.1 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,133 | $35.5 萬 | 0.4% | – | – | 歷史 |
| COPConocoPhillips | Stock | 3,664 | $34.3 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 296 | $31.8 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,752 | $26.7 萬 | 0.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 680 | $26.3 萬 | 0.3% | – | – | – |
| PSXPhillips 66 | Stock | 1,961 | $25.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,129 | $24.8 萬 | 0.2% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,465 | $24.6 萬 | 0.2% | – | – | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 5,726 | $20.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 602 | $20.2 萬 | 0.2% | – | – | – |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 10,000 | $12.8 萬 | 0.1% | – | – | 歷史 |
| Tidal Tr II88636R602 | YIELDMAX MARA OP | 10,000 | $7.61 萬 | 0.1% | – | – | – |