Benchmark Investment Advisors LLC
CIK 1910971 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $228.0M
- 持仓
- 70
- 截至
- 2026年6月30日
按 13F 价值排名第 6019（共 9443） · 前 63.7%
投资组合价值同比（季度）：+32.5% 13F不披露现金
- 前十大持仓权重
- 49.31%
- 前二十五大持仓权重
- 78.68%
- 持仓高于 1%
- 33
- 有效持仓数量
- 24.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 7.64% 估计买入 $23198096 · 卖出 $15283499
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 64.8% 仍持有
- 新仓位
- 3
- 增加
- 22
- 减少
- 37
- 已结清
- 8
本页内容
与标普500指数的表现对比
年化：+35.2%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：94.8% · 已排除期权：0.0%
行业细分
Technology
59.4%
Industrials
14.3%
Communication Services
7.6%
Financial Services
3.3%
Retail
2.6%
Communications
2.0%
Healthcare
1.6%
Consumer Discretionary
1.4%
Materials
1.3%
Financials
1.3%
Real Estate
1.0%
其他/未映射
4.2%
完整投资组合 70 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $31193852 | 13.68% | 155899 | $3700370 | 下跌 ×1 | ||
| KLAC KLA Corporation - Common Stock | $12009778 | 5.27% | 39806 | $6148243 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $11585068 | 5.08% | 10037 | $7860298 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $9165530 | 4.02% | 24263 | $3395828 | 上涨 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $9131552 | 4.00% | 4016 | $6149111 | 下跌 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $8830451 | 3.87% | 20378 | $4431308 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $8041965 | 3.53% | 16839 | $2341903 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $7895183 | 3.46% | 10920 | $4202757 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $7349266 | 3.22% | 20565 | $1434230 | 下跌 ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $7230688 | 3.17% | 14034 | $1236904 | 下跌 ×1 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $5871495 | 2.58% | 2962 | $1931454 | 上涨 ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $5240295 | 2.30% | 15651 | $1546935 | 上涨 ×1 | ||
| URI United Rentals, Inc. Common Stock | $5146399 | 2.26% | 4543 | $996059 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5131798 | 2.25% | 9110 | $13120 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $5090936 | 2.23% | 14929 | $2210086 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4841010 | 2.12% | 20311 | $1202147 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4327024 | 1.90% | 11600 | $343633 | 上涨 ×1 | ||
| V Visa Inc. | $4283033 | 1.88% | 12484 | $526155 | 上涨 ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $4220287 | 1.85% | 24843 | $1211174 | 上涨 ×1 | ||
| APH Amphenol Corporation Common Stock | $4212834 | 1.85% | 23893 | $1628028 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $4186288 | 1.84% | 5486 | $528629 | 下跌 ×1 | ||
| EME EMCOR Group, Inc. Common Stock | $3953651 | 1.73% | 4764 | $402192 | 下跌 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $3689389 | 1.62% | 31622 | $101819 | 上涨 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $3549985 | 1.56% | 1784 | $1234941 | 上涨 ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $3227964 | 1.42% | 18110 | $7798 | 上涨 ×1 | ||
| MP MP Materials Corp. Common Stock | $3018354 | 1.32% | 53890 | $497539 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $2968786 | 1.30% | 5780 | $71746 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2927125 | 1.28% | 10116 | $190702 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2893574 | 1.27% | 8840 | $250145 | 下跌 ×1 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $2732068 | 1.20% | 5951 | $-400348 | 下跌 ×1 | ||
| GDX GDX | $2692703 | 1.18% | 35689 | $869947 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2543101 | 1.12% | 2120 | $650346 | 上涨 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2532924 | 1.11% | 35101 | $-60487 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $2040554 | 0.89% | 28579 | $-828105 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $1947133 | 0.85% | 5210 | $468691 | |||
| NOW ServiceNow, Inc. Common Stock | $1834243 | 0.80% | 18475 | $177163 | 上涨 ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1758238 | 0.77% | 5902 | 上涨 ×1 | |||
| VOO | $1699583 | 0.75% | 2475 | $225069 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1530843 | 0.67% | 1303 | $396073 | 上涨 ×1 | ||
| WELL Welltower Inc. Common Stock | $1148468 | 0.50% | 5060 | $148055 | |||
| PH Parker-Hannifin Corporation Common Stock | $1027546 | 0.45% | 1051 | $56570 | 下跌 ×1 | ||
| NTNX Nutanix, Inc. - Class A Common Stock | $732547 | 0.32% | 14375 | $178996 | 下跌 ×1 | ||
| AZO AutoZone, Inc. Common Stock | $712695 | 0.31% | 223 | $-77706 | 下跌 ×1 | ||
| OUST Ouster, Inc. - Common Stock | $697822 | 0.31% | 11162 | $321092 | 下跌 ×1 | ||
| JPC Nuveen Preferred & Income Opportunities Fund | $693440 | 0.30% | 88000 | $29920 | |||
| VNQ | $689619 | 0.30% | 7152 | $47006 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $620994 | 0.27% | 843 | $147542 | 上涨 ×1 | ||
| IVE | $559410 | 0.25% | 2464 | $38541 | 下跌 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $541001 | 0.24% | 1362 | $97637 | 下跌 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $536716 | 0.24% | 3426 | $-170301 | 下跌 ×1 | ||
| IAU | $531264 | 0.23% | 7036 | $-229529 | 下跌 ×1 | ||
| BRKB | $523408 | 0.23% | 1046 | $22165 | |||
| GWW W.W. Grainger, Inc. Common Stock | $482281 | 0.21% | 355 | $90362 | 下跌 ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $464701 | 0.20% | 3025 | $215046 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $457178 | 0.20% | 1296 | $-25986 | 下跌 ×1 | ||
| MCK McKesson Corporation Common Stock | $441120 | 0.19% | 584 | $-96794 | 下跌 ×1 | ||
| IWM | $429835 | 0.19% | 1431 | $75085 | 上涨 ×1 | ||
| O Realty Income Corporation Common Stock | $421328 | 0.18% | 6800 | $5304 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $403844 | 0.18% | 1076 | $-247483 | 下跌 ×1 | ||
| ROP Roper Technologies, Inc. - Common Stock | $400736 | 0.18% | 1184 | $-28862 | 下跌 ×1 | ||
| NHI National Health Investors, Inc. Common Stock | $381300 | 0.17% | 5000 | $-23000 | |||
| ELV Elevance Health, Inc. Common Stock | $363369 | 0.16% | 940 | $86692 | 下跌 ×1 | ||
| RSP | $360243 | 0.16% | 1693 | $-30872 | 下跌 ×1 | ||
| LTC LTC Properties, Inc. Common Stock | $344897 | 0.15% | 8970 | $11572 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $296160 | 0.13% | 2521 | ||||
| SPY SPY | $280781 | 0.12% | 376 | $35653 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $264484 | 0.12% | 262 | $36662 | 下跌 ×1 | ||
| IJS | $235376 | 0.10% | 1722 | $31452 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $228957 | 0.10% | 457 | $2092 | 下跌 ×1 | ||
| KRE | $221874 | 0.10% | 2964 | ||||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
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 |
|---|---|---|---|---|
| DVYE | 2026年6月30日 | 52819 | $1815920 | 不再跟踪 |
| BRO | 2026年6月30日 | 11377 | $741894 | 12.2% |
| MELI | 2026年6月30日 | 304 | $525857 | 14.1% |
| ALAB | 2026年6月30日 | 3019 | $330861 | -40.0% |
| SRPT | 2025年3月31日 | 2275 | $276617 | -69.4% |
| FICO | 2026年6月30日 | 248 | $264232 | -2.4% |
| ORCL | 2025年3月31日 | 1444 | $240560 | 4.8% |
| EA | 2025年3月31日 | 1588 | $232317 | 不再跟踪 |
| RELX | 2025年3月31日 | 5000 | $227100 | -29.6% |
| ISRG | 2026年6月30日 | 465 | $214360 | -6.1% |
| XLE | 2025年3月31日 | 2489 | $213224 | 不再跟踪 |
| QQQ | 2025年3月31日 | 411 | $210260 | |
| SYK | 2026年6月30日 | 617 | $202675 | 5.0% |
| CCFLU | 2025年3月31日 | 45844 | $1146 | 不再跟踪 |
| CCFLU | 2026年6月30日 | 45844 | $596 | 不再跟踪 |