Benchmark Financial Wealth Advisors, LLC
CIK 1757706 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $405.3M
- 持仓
- 147
- 截至
- 2026年6月30日
按 13F 价值排名第 4331（共 9443） · 前 45.9%
投资组合价值同比（季度）：+12.2% 13F不披露现金
- 前十大持仓权重
- 47.25%
- 前二十五大持仓权重
- 75.46%
- 持仓高于 1%
- 29
- 有效持仓数量
- 30.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.1% 估计买入 $31781538 · 卖出 $23369623
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 79.9% 仍持有
- 新仓位
- 27
- 增加
- 61
- 减少
- 56
- 已结清
- 12
看跌期权名义敞口：0.1% 看跌期权 13F以标的资产名义价值报告期权头寸——可能包含对冲，不一定是看跌头寸
本页内容
行业细分
Technology
9.1%
Communication Services
2.1%
Healthcare
1.8%
Retail
1.7%
Industrials
1.4%
Financials
1.3%
Financial Services
1.2%
Consumer Discretionary
0.7%
Consumer Staples
0.6%
Energy
0.4%
Communications
0.3%
Telecommunication
0.2%
Packaging
0.2%
Materials
0.2%
Consumer products
0.1%
Logistics & Transportation
0.1%
其他/未映射
78.7%
完整投资组合 147 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHF | $29209756 | 7.21% | 1054504 | $2702717 | 下跌 ×4 | ||
| VTI | $28836865 | 7.11% | 77929 | $3161241 | 下跌 ×6 | ||
| SPY SPY | $27285529 | 6.73% | 36538 | $1073680 | 下跌 ×6 | ||
| DBND | $23775018 | 5.87% | 521491 | $-142271 | 下跌 ×1 | ||
| ITOT | $19614224 | 4.84% | 119402 | $2586348 | 下跌 ×6 | ||
| IVV | $15930186 | 3.93% | 21272 | $3234069 | 上涨 ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $13105214 | 3.23% | 65497 | $1564106 | 下跌 ×2 | ||
| IWY | $11414629 | 2.82% | 39277 | $1243938 | 下跌 ×3 | ||
| COWZ | $11263073 | 2.78% | 181078 | $-815595 | 下跌 ×3 | ||
| IJR | $11077128 | 2.73% | 74689 | $1860966 | 上涨 ×1 | ||
| MUNI | $10964674 | 2.71% | 208454 | $-857723 | 下跌 ×1 | ||
| DBEF | $10382846 | 2.56% | 190058 | $1050497 | 上涨 ×4 | ||
| SCHD | $10247349 | 2.53% | 323158 | $763813 | 上涨 ×2 | ||
| LVHI | $9884344 | 2.44% | 243547 | $1540282 | 上涨 ×5 | ||
| XCEM | $9468058 | 2.34% | 179048 | $2651319 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $9342864 | 2.30% | 32288 | $1458222 | 上涨 ×4 | ||
| DYNF | $8552598 | 2.11% | 125755 | 上涨 ×1 | |||
| SMMD | $8449367 | 2.08% | 92212 | $1732501 | 上涨 ×5 | ||
| VOO | $7635741 | 1.88% | 11118 | $815665 | 下跌 ×2 | ||
| GRNY | $5488016 | 1.35% | 198482 | $1191967 | 上涨 ×2 | ||
| VO | $5452504 | 1.35% | 67674 | $593649 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4753421 | 1.17% | 13301 | $882723 | 下跌 ×1 | ||
| IWM | $4674335 | 1.15% | 15558 | $219332 | 下跌 ×4 | ||
| RSP | $4561934 | 1.13% | 21441 | $573602 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4481465 | 1.11% | 12014 | $57903 | 上涨 ×4 | ||
| QDPL | $4314911 | 1.06% | 95738 | $1645816 | 上涨 ×6 | ||
| MDY | $4294386 | 1.06% | 6106 | $246981 | 下跌 ×3 | ||
| IJH | $4256183 | 1.05% | 55196 | $492115 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4131825 | 1.02% | 17336 | $334163 | 下跌 ×1 | ||
| VEU | $4002561 | 0.99% | 47792 | $438625 | 上涨 ×1 | ||
| DIVO | $3589362 | 0.89% | 78542 | $1103100 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3295354 | 0.81% | 4475 | $551025 | 下跌 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2361827 | 0.58% | 6252 | $368069 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2033217 | 0.50% | 3610 | $-62247 | 下跌 ×2 | ||
| GLD | $2003665 | 0.49% | 5439 | $-204723 | 上涨 ×4 | ||
| GLW Corning Incorporated Common Stock | $1896931 | 0.47% | 7426 | $770481 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1657791 | 0.41% | 5065 | $-112420 | 下跌 ×1 | ||
| IWF | $1614695 | 0.40% | 13004 | $194440 | 上涨 ×1 | ||
| VEA | $1583832 | 0.39% | 22229 | $129621 | 下跌 ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1546308 | 0.38% | 8221 | $272362 | 上涨 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1523621 | 0.38% | 26443 | $-60412 | 上涨 ×3 | ||
| XLK XLK | $1436147 | 0.35% | 7538 | $409353 | 下跌 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1395492 | 0.34% | 11881 | $352728 | 下跌 ×1 | ||
| BX Blackstone Inc. Common Stock | $1380312 | 0.34% | 11730 | $47033 | 上涨 ×6 | ||
| FBND | $1371954 | 0.34% | 30159 | $473708 | 上涨 ×5 | ||
| MO Altria Group, Inc. | $1338694 | 0.33% | 18606 | $114873 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1326292 | 0.33% | 3754 | $108120 | 下跌 ×1 | ||
| V Visa Inc. | $1298666 | 0.32% | 3785 | $113320 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1280941 | 0.32% | 22481 | $281762 | 上涨 ×2 | ||
| IWB | $1269812 | 0.31% | 3101 | $166439 | 上涨 ×2 | ||
| BRKB | $1220582 | 0.30% | 2439 | $122610 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1170429 | 0.29% | 976 | $282171 | 上涨 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1010054 | 0.25% | 7860 | $4455 | 下跌 ×1 | ||
| EUSA | $1008778 | 0.25% | 8834 | $-211556 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $976506 | 0.24% | 3881 | $155687 | 上涨 ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $972614 | 0.24% | 962 | $398967 | 上涨 ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $925222 | 0.23% | 989 | $-234995 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $896861 | 0.22% | 2158 | $271089 | 下跌 ×2 | ||
| FBTC | $888586 | 0.22% | 17406 | $-272123 | 下跌 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $860206 | 0.21% | 432 | $113617 | 下跌 ×1 | ||
| IWD | $796943 | 0.20% | 3287 | $23082 | 下跌 ×3 | ||
| WMT Walmart Inc. - Common Stock | $778050 | 0.19% | 6870 | $-275463 | 下跌 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $772526 | 0.19% | 9506 | $91000 | 上涨 ×3 | ||
| VB | $734601 | 0.18% | 2423 | $171685 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $709635 | 0.18% | 1222 | 上涨 ×1 | |||
| IAU | $703829 | 0.17% | 9321 | $-137923 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $688746 | 0.17% | 1638 | $162284 | 上涨 ×1 | ||
| RY Royal Bank Of Canada Common Stock | $669489 | 0.17% | 3235 | $146177 | |||
| WFC Wells Fargo & Company Common Stock | $664714 | 0.16% | 8043 | $6145 | 下跌 ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $661850 | 0.16% | 2220 | $288421 | 上涨 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $652186 | 0.16% | 1801 | $9240 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $643578 | 0.16% | 15200 | $-36077 | 上涨 ×3 | ||
| MAR Marriott International - Class A Common Stock | $634688 | 0.16% | 1713 | $62124 | 下跌 ×1 | ||
| PKG Packaging Corporation of America Common Stock | $628822 | 0.16% | 2639 | $110126 | 上涨 ×3 | ||
| SMH SMH | $590601 | 0.15% | 900 | $239231 | 下跌 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $586904 | 0.14% | 608 | $254626 | 下跌 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $581479 | 0.14% | 6093 | $105938 | 上涨 ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $578979 | 0.14% | 2484 | $89135 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $575232 | 0.14% | 3470 | $-86686 | 上涨 ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $517054 | 0.13% | 486 | $144934 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 84615Q103) | $502130 | 0.12% | 2939 | 上涨 ×1 | |||
| NOBL | $499985 | 0.12% | 8903 | $30176 | 上涨 ×2 | ||
| PM Philip Morris International Inc Common Stock | $494369 | 0.12% | 2733 | $72364 | 上涨 ×2 | ||
| AIG American International Group, Inc. New Common Stock | $490461 | 0.12% | 6581 | $2447 | 上涨 ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $489769 | 0.12% | 6860 | $-28505 | 上涨 ×5 | ||
| WM Waste Management, Inc. Common Stock | $483914 | 0.12% | 2171 | $-22033 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $482127 | 0.12% | 1367 | $-90976 | 下跌 ×1 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $445424 | 0.11% | 1875 | $12238 | 上涨 ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $443794 | 0.11% | 871 | $-89074 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $435940 | 0.11% | 371 | $171458 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $431508 | 0.11% | 1586 | $79037 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $420278 | 0.10% | 1125 | $177477 | 上涨 ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $402908 | 0.10% | 1353 | 上涨 ×1 | |||
| XLU XLU | $397932 | 0.10% | 8777 | $-2297 | 上涨 ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $395786 | 0.10% | 343 | 上涨 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $392922 | 0.10% | 515 | $54797 | 下跌 ×1 | ||
| LIN Linde plc - Ordinary Shares | $376975 | 0.09% | 726 | $14607 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $375044 | 0.09% | 785 | $42200 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $366792 | 0.09% | 2683 | $-67242 | 上涨 ×3 | ||
| PFE Pfizer, Inc. Common Stock | $357774 | 0.09% | 14858 | $-123984 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $15930186 | 3.93% | 上涨 ×4 |
| DBEF | $10382846 | 2.56% | 上涨 ×4 |
| LVHI | $9884344 | 2.44% | 上涨 ×5 |
| AAPL | $9342864 | 2.30% | 上涨 ×4 |
| SMMD | $8449367 | 2.08% | 上涨 ×5 |
| MSFT | $4481465 | 1.11% | 上涨 ×4 |
| QDPL | $4314911 | 1.06% | 上涨 ×6 |
| GLD | $2003665 | 0.49% | 上涨 ×4 |
| BMY | $1523621 | 0.38% | 上涨 ×3 |
| BX | $1380312 | 0.34% | 上涨 ×6 |
| FBND | $1371954 | 0.34% | 上涨 ×5 |
| MO | $1338694 | 0.33% | 上涨 ×6 |
| LLY | $1170429 | 0.29% | 上涨 ×3 |
| ABBV | $976506 | 0.24% | 上涨 ×3 |
| GS | $972614 | 0.24% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| DYNF | $8552598 | 125755 | 2.11% |
| AMD | $709635 | 1222 | 0.18% |
| 未知发行人 (CUSIP: 84615Q103) | $502130 | 2939 | 0.12% |
| MRVL | $402908 | 1353 | 0.10% |
| MU | $395786 | 343 | 0.10% |
| IYG | $345220 | 3816 | 0.09% |
| INTC | $341140 | 2443 | 0.08% |
| DELL | $313414 | 726 | 0.08% |
| PANW | $299416 | 878 | 0.07% |
| SPY | $298708 | 400 | 0.07% |
| GPIX | $294632 | 5302 | 0.07% |
| KLAC | $263794 | 874 | 0.07% |
| EOG | $245434 | 1892 | 0.06% |
| ETN | $239549 | 562 | 0.06% |
| TT | $231128 | 471 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 增持 | +2K | +$3.2M |
| VTI | 削减 | -2K | +$3.2M |
| SCHF | 削减 | -16K | +$2.7M |
| XCEM | 增持 | +12K | +$2.7M |
| ITOT | 削减 | -151 | +$2.6M |
| IJR | 增持 | +550 | +$1.9M |
| SMMD | 增持 | +4K | +$1.7M |
| QDPL | 增持 | +29K | +$1.6M |
| NVDA | 削减 | -679 | +$1.6M |
| LVHI | 增持 | +38K | +$1.5M |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XLV | 2025年3月31日 | 73591 | $10123854 | 不再跟踪 |
| XLF | 2026年6月30日 | 151983 | $7503399 | 不再跟踪 |
| KBE | 2026年3月31日 | 49723 | $3017698 | 不再跟踪 |
| KRE | 2025年6月30日 | 28611 | $1626528 | 不再跟踪 |
| IAT | 2025年6月30日 | 24733 | $1153300 | 不再跟踪 |
| VIG | 2025年3月31日 | 4901 | $959855 | 不再跟踪 |
| WSO | 2025年3月31日 | 1919 | $909395 | -37.7% |
| JEPI | 2026年6月30日 | 13505 | $765478 | 不再跟踪 |
| FNCL | 2026年6月30日 | 9042 | $634758 | 不再跟踪 |
| PANW | 2025年9月30日 | 1669 | $341544 | 69.0% |
| VTV | 2026年6月30日 | 1677 | $329017 | 不再跟踪 |
| FETH | 2025年3月31日 | 9328 | $311640 | 不再跟踪 |
| PEP | 2026年6月30日 | 1992 | $309412 | 5.3% |
| SLV | 2026年6月30日 | 4396 | $299575 | 不再跟踪 |
| IYG | 2025年12月31日 | 3077 | $275853 | 不再跟踪 |
| LRCX | 2025年6月30日 | 3687 | $268074 | 222.6% |
| SPOT | 2026年6月30日 | 542 | $263052 | 14.8% |
| CRM | 2026年3月31日 | 978 | $258975 | 10.1% |
| UBER | 2026年6月30日 | 3590 | $258223 | 8.4% |
| ETHA | 2025年12月31日 | 8167 | $257342 | |
| LRCX | 2026年3月31日 | 1471 | $251784 | 47.0% |
| QCOM | 2025年3月31日 | 1615 | $248085 | 4.8% |
| ORCL | 2025年3月31日 | 1477 | $246074 | 4.8% |
| DASH | 2026年6月30日 | 1555 | $233469 | 19.0% |
| CALF | 2025年3月31日 | 5260 | $231489 | 不再跟踪 |
| BLK | 2026年6月30日 | 239 | $229898 | 20.3% |
| QCOM | 2026年3月31日 | 1339 | $229071 | 25.0% |
| C | 2026年3月31日 | 1938 | $226176 | 16.2% |
| PG | 2025年12月31日 | 1456 | $223715 | 0.0% |
| HYG | 2026年3月31日 | 2770 | $223312 | 不再跟踪 |
| COIN | 2025年3月31日 | 898 | $222973 | 8.8% |
| IWR | 2026年3月31日 | 2305 | $221892 | 不再跟踪 |
| PSX | 2025年12月31日 | 1624 | $220915 | 88.4% |
| ACN | 2025年9月30日 | 721 | $215399 | -26.0% |
| CMG | 2025年9月30日 | 3830 | $215038 | -8.4% |
| NOBL | 2025年3月31日 | 2146 | $213612 | 不再跟踪 |
| SMH | 2025年3月31日 | 875 | $212004 | 165.6% |
| XT | 2025年3月31日 | 3543 | $211395 | |
| RACE | 2026年6月30日 | 623 | $210706 | 16.1% |
| GILD | 2026年6月30日 | 1511 | $210642 | 14.6% |
| COIN | 2025年12月31日 | 619 | $208906 | -17.2% |
| UBER | 2025年12月31日 | 2105 | $206227 | -4.3% |
| KRE | 2026年3月31日 | 3166 | $205185 | 不再跟踪 |
| MP | 2026年3月31日 | 4000 | $202080 | 19.1% |
| ADP | 2025年3月31日 | 690 | $201905 | -8.7% |
| DSI | 2025年3月31日 | 1825 | $201241 | 不再跟踪 |
| REW | 2025年12月31日 | 17776 | $104967 | 不再跟踪 |
| PLTD | 2025年9月30日 | 11148 | $104236 | |
| TSLQ | 2025年12月31日 | 12185 | $98087 |