Benchmark Financial, LLC
CIK 2107260 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $122.7M
- Posisi
- 54
- Per tanggal
- 30 Juni 2026
#7.381 dari 8.643 berdasarkan nilai 13F · top 85.4%
Nilai portofolio QoQ: +10.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 67,76%
- Bobot 25 kepemilikan teratas
- 89,34%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 15,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,91% Perkiraan pembelian $12.266.251 · penjualan $4.575.968
- Posisi baru
- 5
- Meningkat
- 24
- Menurun
- 15
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,6%
Healthcare
1,5%
Retail
0,9%
Consumer Discretionary
0,6%
Energy
0,6%
Communication Services
0,3%
Lainnya/Tidak terpetakan
93,5%
Portofolio lengkap 54 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $19.305.487 | 15,73% | 162.245 | $3.525.370 | Naik ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $14.829.545 | 12,09% | 179.426 | $247.437 | Naik ×2 | ||
| NOBL | $8.382.825 | 6,83% | 149.267 | $502.945 | Naik ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $7.799.566 | 6,36% | 66.408 | $92.992 | Naik ×2 | ||
| SPDW | $7.464.118 | 6,08% | 148.127 | $686.601 | Turun ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $6.980.509 | 5,69% | 73.813 | $34.945 | Naik ×2 | ||
| SPYV | $5.234.646 | 4,27% | 86.110 | $274.825 | Turun ×1 | ||
| SJNK | $4.960.671 | 4,04% | 198.189 | $126.591 | Naik ×2 | ||
| SPMD | $4.595.098 | 3,74% | 68.015 | $486.411 | Turun ×1 | ||
| IWY | $3.593.235 | 2,93% | 12.364 | $566.155 | Naik ×2 | ||
| VEA | $3.285.122 | 2,68% | 46.107 | $492.238 | Naik ×2 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $2.594.951 | 2,11% | 19.474 | $501.286 | Naik ×2 | ||
| JPIE | $2.451.656 | 2,00% | 53.239 | $225.323 | Naik ×2 | ||
| JEPI | $2.338.058 | 1,91% | 41.396 | $-1.544.988 | Turun ×1 | ||
| JPST | $1.958.287 | 1,60% | 38.724 | $-34.192 | Turun ×1 | ||
| TBUX | $1.890.961 | 1,54% | 37.994 | $1.605.396 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 46654Q518) | $1.785.681 | 1,46% | 32.965 | Naik ×1 | |||
| AMJB | $1.678.075 | 1,37% | 48.654 | $-7.211 | Turun ×1 | ||
| IQQQ ProShares Nasdaq-100 High Income ETF | $1.664.904 | 1,36% | 32.773 | Naik ×1 | |||
| VOO | $1.291.890 | 1,05% | 1.881 | $151.765 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.252.109 | 1,02% | 3.357 | $-27.815 | Turun ×1 | ||
| XSVN | $1.198.767 | 0,98% | 25.360 | $-38.947 | Turun ×1 | ||
| BRKB | $1.124.376 | 0,92% | 2.247 | $47.614 | |||
| PDI PIMCO Dynamic Income Fund Common Stock | $994.351 | 0,81% | 59.542 | $-24.413 | |||
| QYLD Global X NASDAQ 100 Covered Call ETF | $969.418 | 0,79% | 52.600 | $69.043 | Naik ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $943.020 | 0,77% | 17.243 | $237.871 | Naik ×2 | ||
| SPY SPY | $893.137 | 0,73% | 1.196 | $115.981 | Naik ×2 | ||
| INCY Incyte Corporation - Common Stock | $844.079 | 0,69% | 7.446 | $143.261 | |||
| BSY Bentley Systems, Incorporated - Class B Common Stock | $812.052 | 0,66% | 27.168 | $440.131 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $727.638 | 0,59% | 1.730 | $110.533 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $710.382 | 0,58% | 759 | $-84.157 | Turun ×1 | ||
| VTEB | $669.527 | 0,55% | 13.237 | $13.074 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $629.338 | 0,51% | 2.478 | $23.616 | |||
| AAPL Apple Inc. - Common Stock | $610.348 | 0,50% | 2.109 | $100.478 | Naik ×1 | ||
| VWO | $564.002 | 0,46% | 9.449 | $130.232 | Naik ×2 | ||
| TAXX | $422.563 | 0,34% | 8.328 | $30.357 | Naik ×1 | ||
| VB | $410.728 | 0,33% | 1.355 | $127.854 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $402.489 | 0,33% | 1.126 | $76.611 | Turun ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $396.417 | 0,32% | 6.450 | $9.332 | Turun ×2 | ||
| IJK | $390.923 | 0,32% | 3.327 | $98.924 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $388.690 | 0,32% | 1.631 | $61.119 | Naik ×1 | ||
| COP ConocoPhillips Common Stock | $380.182 | 0,31% | 3.657 | $-103.466 | Turun ×1 | ||
| PSX Phillips 66 Common Stock | $331.507 | 0,27% | 1.961 | $-25.748 | |||
| LLY Eli Lilly and Company Common Stock | $331.043 | 0,27% | 276 | $58.791 | Turun ×1 | ||
| IWV | $289.766 | 0,24% | 680 | $37.865 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $275.552 | 0,22% | 1.465 | $48.316 | |||
| IREN IREN Limited - Ordinary Shares | $274.380 | 0,22% | 6.000 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $271.118 | 0,22% | 718 | Naik ×1 | |||
| VIG | $267.266 | 0,22% | 1.130 | $24.437 | Naik ×1 | ||
| FMDE | $232.361 | 0,19% | 5.726 | $26.454 | |||
| VTI | $223.471 | 0,18% | 604 | ||||
| AGG | $203.064 | 0,17% | 2.052 | $-11.416 | Turun ×1 | ||
| PCN Pimco Corporate & Income Strategy Fund Common Stock | $119.500 | 0,10% | 10.000 | $500 | |||
| MARO | $61.200 | 0,05% | 10.000 | $7.800 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYG | Beli lebih banyak | +1K | +$3.5M |
| JEPI | Dipangkas | -27K | -$1.5M |
| SPDW | Dipangkas | -340 | +$687K |
| IWY | Beli lebih banyak | +199 | +$566K |
| NOBL | Beli lebih banyak | +75K | +$503K |
| AIRR | Beli lebih banyak | +575 | +$501K |
| VEA | Beli lebih banyak | +3K | +$492K |
| SPMD | Dipangkas | -1K | +$486K |
| BSY | Beli lebih banyak | +17K | +$440K |
| SPYV | Dipangkas | -2K | +$275K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.