Benson Wealth Management INC
CIK 2109863 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $99.4M
- Posisi
- 367
- Per tanggal
- 30 Juni 2026
#8.347 dari 9.443 berdasarkan nilai 13F · top 88.4%
Nilai portofolio QoQ: +36.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 47,19%
- Bobot 25 kepemilikan teratas
- 74,42%
- Posisi di atas 1%
- 32
- Jumlah posisi efektif
- 26,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 14,5% Perkiraan pembelian $30.861.274 · penjualan $12.506.978
- Posisi baru
- 37
- Meningkat
- 40
- Menurun
- 44
- Tertutup
- 24
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
7,9%
Retail
6,2%
Real Estate
4,8%
Consumer Discretionary
4,8%
Communication Services
2,5%
Financial Services
0,3%
Healthcare
0,3%
Utilities
0,2%
Energy
0,1%
Consumer Staples
0,1%
Industrials
0,1%
Financials
0,1%
Telecommunication
0,0%
Consumer products
0,0%
Communications
0,0%
Materials
0,0%
Packaging
0,0%
Lainnya/Tidak terpetakan
72,6%
Portofolio lengkap 367 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $13.052.690 | 13,13% | 17.725 | $7.208.742 | Naik ×1 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $7.276.516 | 7,32% | 54.608 | $4.954.346 | Naik ×2 | ||
| SPG Simon Property Group, Inc. Common Stock | $4.573.195 | 4,60% | 20.448 | $452.188 | Turun ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $3.739.632 | 3,76% | 112.335 | $-683.048 | Turun ×2 | ||
| BUFB | $3.627.920 | 3,65% | 92.290 | $3.585.510 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.365.599 | 3,39% | 14.121 | $1.194.801 | Naik ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $3.152.586 | 3,17% | 38.892 | $358.705 | Turun ×2 | ||
| DNOV | $2.941.431 | 2,96% | 57.282 | $-889.085 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $2.692.983 | 2,71% | 23.777 | $-736.275 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2.481.961 | 2,50% | 5.901 | $240.680 | Turun ×2 | ||
| BUFD | $2.460.519 | 2,48% | 82.790 | $1.971.751 | Naik ×2 | ||
| SMH SMH | $2.202.479 | 2,22% | 3.358 | $1.133.560 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.187.984 | 2,20% | 10.935 | $-162.405 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.169.093 | 2,18% | 6.139 | $1.217.578 | Naik ×1 | ||
| BAPR | $2.068.778 | 2,08% | 38.843 | $157.676 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $1.890.100 | 1,90% | 6.532 | $717.590 | Naik ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $1.820.809 | 1,83% | 27.752 | $494.681 | Turun ×2 | ||
| VOLT Tema Electrification ETF | $1.708.986 | 1,72% | 40.797 | Naik ×1 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $1.644.065 | 1,65% | 8.574 | $243.820 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 45784N551) | $1.608.748 | 1,62% | 79.641 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.587.046 | 1,60% | 2.732 | $1.393.991 | Naik ×1 | ||
| BUFR | $1.461.894 | 1,47% | 40.019 | $-496.901 | Turun ×1 | ||
| SFLR | $1.452.576 | 1,46% | 37.651 | $559.677 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1.430.159 | 1,44% | 3.834 | $338.528 | Naik ×2 | ||
| GLD | $1.365.216 | 1,37% | 3.706 | $-84.431 | Naik ×1 | ||
| ACYN | $1.299.084 | 1,31% | 62.486 | $1.135.799 | Naik ×1 | ||
| ROKT | $1.245.579 | 1,25% | 10.425 | $723.116 | Naik ×1 | ||
| XAR | $1.212.067 | 1,22% | 4.271 | $1.170.668 | Naik ×1 | ||
| GBTC | $1.121.749 | 1,13% | 24.643 | $-289.950 | Turun ×2 | ||
| URA | $1.111.728 | 1,12% | 25.440 | $514.683 | Naik ×1 | ||
| PTF Invesco Dorsey Wright Technology Momentum ETF | $1.106.156 | 1,11% | 8.115 | $405.629 | |||
| HYTI | $1.061.555 | 1,07% | 55.541 | $-217.925 | Turun ×1 | ||
| TDVI | $930.377 | 0,94% | 29.294 | $787.165 | Naik ×1 | ||
| FNOV | $803.068 | 0,81% | 13.730 | $-829.719 | Turun ×1 | ||
| DOGG | $800.774 | 0,81% | 37.595 | $678.482 | Naik ×1 | ||
| XSEP | $703.775 | 0,71% | 15.849 | $39.240 | Turun ×1 | ||
| MTUM | $533.786 | 0,54% | 1.557 | $160.122 | |||
| BTC | $496.008 | 0,50% | 19.114 | $-146.978 | Turun ×2 | ||
| QDEC | $484.688 | 0,49% | 13.611 | $58.499 | Naik ×2 | ||
| XOVR ERShares Private-Public Crossover ETF | $479.687 | 0,48% | 22.788 | $219.041 | Naik ×2 | ||
| SLV | $452.891 | 0,46% | 8.470 | $-124.255 | |||
| DFII | $440.741 | 0,44% | 39.635 | $403.731 | Naik ×1 | ||
| SPYG | $415.751 | 0,42% | 3.494 | $69.052 | Turun ×1 | ||
| ETHE | $390.609 | 0,39% | 30.612 | ||||
| SMAY | $322.085 | 0,32% | 11.349 | $12.561 | Turun ×2 | ||
| FVD | $320.301 | 0,32% | 6.648 | $4.589 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 45784N197) | $289.338 | 0,29% | 14.922 | Naik ×1 | |||
| COWZ | $283.881 | 0,29% | 4.564 | $53.347 | Naik ×1 | ||
| XJUN | $283.597 | 0,29% | 6.383 | $-485.903 | Turun ×1 | ||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $247.938 | 0,25% | 1.696 | $-48.375 | Turun ×2 | ||
| VO | $245.900 | 0,25% | 3.052 | $26.782 | Naik ×1 | ||
| QCJA | $243.066 | 0,24% | 10.403 | $-1.936.330 | Turun ×1 | ||
| SOXX SOXX | $242.848 | 0,24% | 379 | $118.286 | |||
| APLD Applied Digital Corporation - Common Stock | $237.153 | 0,24% | 6.358 | $81.466 | Turun ×1 | ||
| DAPR | $195.366 | 0,20% | 4.779 | $5.332 | |||
| BUFZ | $183.668 | 0,18% | 6.576 | $10.916 | |||
| JAJL | $171.743 | 0,17% | 5.742 | $4.823 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $167.249 | 0,17% | 468 | $77.530 | Naik ×1 | ||
| GJAN | $163.977 | 0,16% | 3.642 | $11.299 | Turun ×1 | ||
| DAUG | $159.140 | 0,16% | 3.397 | $11.192 | |||
| NLR | $156.573 | 0,16% | 1.350 | $-47.341 | Turun ×2 | ||
| GAUG | $156.278 | 0,16% | 3.773 | $10.235 | |||
| CIBR First Trust NASDAQ Cybersecurity ETF | $154.003 | 0,15% | 1.714 | $46.569 | |||
| VTR Ventas, Inc. Common Stock | $150.960 | 0,15% | 1.700 | $11.934 | |||
| ETH | $150.901 | 0,15% | 10.040 | $-71.948 | Turun ×2 | ||
| QSPT | $150.753 | 0,15% | 4.327 | $18.281 | |||
| QFLR | $150.626 | 0,15% | 4.129 | $13.130 | |||
| JUNM | $125.271 | 0,13% | 3.570 | $2.820 | |||
| BUFF | $123.219 | 0,12% | 2.339 | $-54.064 | Turun ×1 | ||
| ARWR Arrowhead Pharmaceuticals, Inc. - Common Stock | $118.597 | 0,12% | 1.455 | $27.368 | |||
| Penerbit tidak dikenal (CUSIP: 33740U265) | $113.001 | 0,11% | 3.708 | Naik ×1 | |||
| IVV | $109.338 | 0,11% | 146 | $13.969 | |||
| QLD | $109.242 | 0,11% | 1.129 | $36.286 | Turun ×1 | ||
| PAVE | $108.943 | 0,11% | 1.849 | Naik ×1 | |||
| XMAR | $106.838 | 0,11% | 2.500 | $5.613 | |||
| GSEP | $102.031 | 0,10% | 2.491 | $7.099 | |||
| GDLC | $101.522 | 0,10% | 3.847 | $-33.250 | Turun ×2 | ||
| CEF | $99.288 | 0,10% | 2.468 | ||||
| QMAR | $97.742 | 0,10% | 2.625 | $9.489 | |||
| YSEP | $97.299 | 0,10% | 3.533 | $4.839 | |||
| INTC Intel Corporation - Common Stock | $96.903 | 0,10% | 694 | $66.277 | |||
| DDEC | $94.750 | 0,10% | 2.000 | $6.190 | |||
| BUFX | $93.535 | 0,09% | 4.219 | $4.503 | |||
| DSEP | $93.077 | 0,09% | 1.962 | $6.824 | |||
| TDV | $88.160 | 0,09% | 848 | $16.327 | |||
| SAUG | $87.880 | 0,09% | 3.164 | $6.422 | |||
| GJUN | $86.499 | 0,09% | 2.100 | $3.717 | |||
| VB | $85.177 | 0,09% | 281 | $11.577 | |||
| GNOV | $83.590 | 0,08% | 2.000 | $5.714 | |||
| DFAU | $82.342 | 0,08% | 1.593 | $10.466 | |||
| FAUG | $76.677 | 0,08% | 1.357 | $6.407 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $75.966 | 0,08% | 936 | $197 | |||
| COST Costco Wholesale Corporation - Common Stock | $72.031 | 0,07% | 77 | $-4.694 | |||
| QCJL | $67.047 | 0,07% | 2.676 | $4.429 | |||
| APP Applovin Corporation - Class A Common Stock | $66.465 | 0,07% | 129 | $15.123 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $65.427 | 0,07% | 137 | $20.818 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $62.525 | 0,06% | 111 | $-981 | |||
| DFEB | $60.389 | 0,06% | 1.196 | $3.734 | |||
| SHLD | $58.098 | 0,06% | 973 | $-1.185.923 | Turun ×1 | ||
| COMP Compass, Inc. Class A Common Stock | $54.252 | 0,05% | 4.400 | $22.088 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VOLT | $1.708.986 | 40.797 | 1,72% |
| Penerbit tidak dikenal (CUSIP: 45784N551) | $1.608.748 | 79.641 | 1,62% |
| ETHE | $390.609 | 30.612 | 0,39% |
| Penerbit tidak dikenal (CUSIP: 45784N197) | $289.338 | 14.922 | 0,29% |
| Penerbit tidak dikenal (CUSIP: 33740U265) | $113.001 | 3.708 | 0,11% |
| PAVE | $108.943 | 1.849 | 0,11% |
| CEF | $99.288 | 2.468 | 0,10% |
| Penerbit tidak dikenal (CUSIP: 45784N338) | $50.375 | 2.515 | 0,05% |
| ACII | $48.559 | 1.908 | 0,05% |
| Penerbit tidak dikenal (CUSIP: 98386P102) | $39.345 | 2.143 | 0,04% |
| VST | $35.216 | 222 | 0,04% |
| CRWV | $24.985 | 251 | 0,03% |
| ALK | $22.028 | 422 | 0,02% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $11.277 | 66 | 0,01% |
| LWLG | $10.378 | 1.097 | 0,01% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQ | Beli lebih banyak | +8K | +$7.2M |
| AIRR | Beli lebih banyak | +34K | +$5.0M |
| GOOG | Beli lebih banyak | +3K | +$1.2M |
| AMZN | Beli lebih banyak | +4K | +$1.2M |
| SMH | Beli lebih banyak | +570 | +$1.1M |
| DNOV | Dipangkas | -23K | -$889K |
| FNOV | Dipangkas | -17K | -$830K |
| WMT | Dipangkas | -4K | -$736K |
| ROKT | Beli lebih banyak | +5K | +$723K |
| AAPL | Beli lebih banyak | +2K | +$718K |
10 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.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ETHE | 31 Maret 2026 | 39.580 | $964.565 | Tidak lagi dilacak |
| BPRE | 31 Maret 2026 | 17.966 | $269.490 | -27,3% |
| CEF | 31 Maret 2026 | 2.468 | $113.034 | Tidak lagi dilacak |
| KKR | 30 Juni 2026 | 200 | $18.500 | 20,4% |
| TSLG | 31 Maret 2026 | 1.931 | $17.997 | |
| AGQ | 30 Juni 2026 | 124 | $14.819 | Tidak lagi dilacak |
| FJUL | 31 Maret 2026 | 236 | $13.196 | Tidak lagi dilacak |
| UGL | 31 Maret 2026 | 205 | $11.382 | Tidak lagi dilacak |
| BITX | 30 Juni 2026 | 710 | $10.465 | Tidak lagi dilacak |
| EXAS | 31 Maret 2026 | 103 | $10.461 | Tidak lagi dilacak |
| CMG | 30 Juni 2026 | 315 | $10.083 | 3,1% |
| GOOY | 31 Maret 2026 | 664 | $9.694 | Tidak lagi dilacak |
| MDT | 30 Juni 2026 | 110 | $9.532 | 19,9% |
| SOFI | 30 Juni 2026 | 523 | $8.305 | 0,7% |
| HCA | 31 Maret 2026 | 16 | $7.470 | -11,1% |
| TNC | 30 Juni 2026 | 111 | $7.370 | -23,6% |
| BND | 31 Maret 2026 | 79 | $5.852 | |
| NFLX | 31 Maret 2026 | 60 | $5.626 | -17,0% |
| CTAS | 30 Juni 2026 | 33 | $5.582 | 20,1% |
| GOCT | 31 Maret 2026 | 138 | $5.422 | Tidak lagi dilacak |
| FIS | 31 Maret 2026 | 71 | $4.719 | -10,4% |
| HDV | 31 Maret 2026 | 38 | $4.621 | Tidak lagi dilacak |
| ORLY | 31 Maret 2026 | 45 | $4.104 | -0,1% |
| ACVA | 30 Juni 2026 | 920 | $3.901 | 6,0% |
| AMZU | 31 Maret 2026 | 100 | $3.495 | |
| TSLR | 30 Juni 2026 | 167 | $3.452 | |
| CMCSA | 30 Juni 2026 | 104 | $2.986 | 9,0% |
| SEE | 30 Juni 2026 | 71 | $2.986 | Tidak lagi dilacak |
| GWRE | 31 Maret 2026 | 13 | $2.613 | 22,3% |
| REXR | 31 Maret 2026 | 47 | $1.820 | 16,4% |
| AIQUY | 31 Maret 2026 | 48 | $1.803 | Tidak lagi dilacak |
| KDP | 30 Juni 2026 | 67 | $1.764 | -5,2% |
| STAG | 31 Maret 2026 | 47 | $1.728 | 1,8% |
| LW | 31 Maret 2026 | 37 | $1.550 | 25,6% |
| BX | 31 Maret 2026 | 10 | $1.541 | 26,2% |
| CTSH | 30 Juni 2026 | 25 | $1.534 | 54,6% |
| GSOL | 31 Maret 2026 | 163 | $1.483 | Tidak lagi dilacak |
| DHR | 31 Maret 2026 | 6 | $1.374 | 10,9% |
| RCI | 30 Juni 2026 | 35 | $1.346 | 12,1% |
| SVNDY | 30 Juni 2026 | 94 | $1.270 | Tidak lagi dilacak |
| CONL | 30 Juni 2026 | 162 | $1.134 | |
| CGEMY | 31 Maret 2026 | 34 | $1.132 | Tidak lagi dilacak |
| J | 30 Juni 2026 | 8 | $1.018 | 14,6% |
| MRSH | 30 Juni 2026 | 5 | $867 | 14,1% |
| ODFL | 31 Maret 2026 | 5 | $784 | 8,4% |
| CELH | 31 Maret 2026 | 16 | $732 | -12,6% |
| CDE | 30 Juni 2026 | 37 | $694 | 23,6% |
| UNH | 31 Maret 2026 | 2 | $660 | 45,9% |
| EFX | 31 Maret 2026 | 3 | $651 | 4,4% |
| MDLZ | 31 Maret 2026 | 12 | $646 | 10,8% |
| AXON | 31 Maret 2026 | 1 | $568 | 48,9% |
| AVY | 31 Maret 2026 | 3 | $546 | 5,5% |
| CRM | 31 Maret 2026 | 2 | $530 | 8,1% |
| ZTS | 31 Maret 2026 | 4 | $503 | -34,9% |
| DE | 31 Maret 2026 | 1 | $466 | 5,2% |
| VRTX | 31 Maret 2026 | 1 | $453 | 21,1% |
| REVG | 31 Maret 2026 | 7 | $426 | Tidak lagi dilacak |
| ABAT | 30 Juni 2026 | 136 | $379 | -17,3% |
| SBUX | 31 Maret 2026 | 4 | $337 | 20,3% |
| MSRM | 31 Maret 2026 | 13.000 | $317 | Tidak lagi dilacak |
| FG | 31 Maret 2026 | 2 | $62 | -0,6% |
| BIZM | 30 Juni 2026 | 10.000 | $0 | Tidak lagi dilacak |
| EGMIQ | 30 Juni 2026 | 200 | $0 | Tidak lagi dilacak |
| VENG | 30 Juni 2026 | 8 | $0 | Tidak lagi dilacak |