Benchmark Wealth Management, LLC
CIK 1788241 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $225.0M
- 持仓
- 70
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 6067（共 9443） · 前 64.2%
投资组合价值同比（季度）：+8.9% 13F不披露现金
- 前十大持仓权重
- 68.62%
- 前二十五大持仓权重
- 89.48%
- 持仓高于 1%
- 20
- 有效持仓数量
- 14.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 2.64% 估计买入 $11202343 · 卖出 $5699358
- 新仓位
- 6
- 增加
- 26
- 减少
- 21
- 已结清
- 3
本页内容
行业细分
Industrials
1.3%
Technology
0.4%
Energy
0.3%
Healthcare
0.3%
Consumer products
0.1%
Consumer Staples
0.1%
其他/未映射
97.5%
完整投资组合 70 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VUG | $33404062 | 14.84% | 76195 | $3639305 | 下跌 ×2 | ||
| BND Vanguard Total Bond Market ETF | $25678083 | 11.41% | 348745 | $151613 | 上涨 ×1 | ||
| VOO | $25658575 | 11.40% | 45171 | $5038881 | 上涨 ×2 | ||
| VYM | $17114280 | 7.61% | 128380 | $78813 | 下跌 ×2 | ||
| VTV | $16431108 | 7.30% | 92968 | $-87963 | 下跌 ×2 | ||
| VEU | $9100526 | 4.04% | 135384 | $873085 | 下跌 ×1 | ||
| VB | $7993810 | 3.55% | 33732 | $279792 | 下跌 ×2 | ||
| VIG | $6582502 | 2.93% | 32162 | $380537 | 上涨 ×1 | ||
| BRKA | $6559200 | 2.91% | 9 | $-626774 | |||
| VO | $5890891 | 2.62% | 21052 | $551506 | 上涨 ×1 | ||
| SCHD | $5867337 | 2.61% | 221409 | $-481326 | 下跌 ×2 | ||
| ILCB | $5535883 | 2.46% | 64536 | $553262 | 上涨 ×1 | ||
| SCHB | $4697634 | 2.09% | 197131 | $452484 | 下跌 ×2 | ||
| VTEB | $4479032 | 1.99% | 91353 | $-353439 | 下跌 ×2 | ||
| IMCB | $4413373 | 1.96% | 55403 | $310731 | 上涨 ×1 | ||
| AGG | $3762551 | 1.67% | 37929 | $1590944 | 上涨 ×2 | ||
| MINT | $2902360 | 1.29% | 28869 | $-1182246 | 下跌 ×1 | ||
| VEA | $2591896 | 1.15% | 45464 | $1313689 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2445498 | 1.09% | 30761 | $34381 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $2269880 | 1.01% | 45847 | $825844 | 上涨 ×2 | ||
| BSV | $2003309 | 0.89% | 25455 | $377903 | 上涨 ×1 | ||
| DE Deere & Company Common Stock | $1576319 | 0.70% | 3100 | $121334 | |||
| DFAC | $1478170 | 0.66% | 41244 | $446606 | 上涨 ×1 | ||
| SCHM | $1460255 | 0.65% | 52059 | $96309 | |||
| VGSH Vanguard Short-Term Treasury ETF | $1460092 | 0.65% | 24840 | $26498 | 上涨 ×2 | ||
| VTI | $1363357 | 0.61% | 4486 | $102907 | 下跌 ×1 | ||
| BRKB | $1241628 | 0.55% | 2556 | $-193675 | 下跌 ×2 | ||
| VT | $1055794 | 0.47% | 8215 | $43727 | 下跌 ×2 | ||
| MTUM | $1048394 | 0.47% | 4362 | $321484 | 上涨 ×1 | ||
| DUHP | $973363 | 0.43% | 27372 | $279776 | 上涨 ×1 | ||
| DFUV | $952547 | 0.42% | 22530 | $254161 | 上涨 ×1 | ||
| DFIC | $918955 | 0.41% | 29558 | $361667 | 上涨 ×1 | ||
| SDY | $764974 | 0.34% | 5636 | $-6502 | 下跌 ×1 | ||
| SCHP | $761433 | 0.34% | 28539 | $-41270 | 下跌 ×2 | ||
| ESGV | $720116 | 0.32% | 6568 | $76780 | |||
| VONG Vanguard Russell 1000 Growth ETF | $696150 | 0.31% | 6375 | $110923 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $693930 | 0.31% | 1788 | $104656 | 上涨 ×2 | ||
| VONV Vanguard Russell 1000 Value ETF | $665064 | 0.30% | 7805 | $16712 | 下跌 ×2 | ||
| IMTM | $663130 | 0.29% | 14514 | $271598 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $625024 | 0.28% | 5798 | $-64532 | |||
| DIHP | $609040 | 0.27% | 20652 | $225468 | 上涨 ×1 | ||
| DFIV | $587617 | 0.26% | 13720 | $214405 | 上涨 ×1 | ||
| EAGG | $555457 | 0.25% | 11684 | $701 | |||
| IDV | $505292 | 0.22% | 14642 | $227330 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $474054 | 0.21% | 953 | $116292 | |||
| NVDA NVIDIA Corporation - Common Stock | $402875 | 0.18% | 2550 | $77735 | 下跌 ×1 | ||
| AVSC | $396580 | 0.18% | 7690 | $126556 | 上涨 ×1 | ||
| JMSI | $375551 | 0.17% | 7599 | 上涨 ×1 | |||
| PFE Pfizer, Inc. Common Stock | $351189 | 0.16% | 14488 | $-22272 | 下跌 ×2 | ||
| SPIP | $350246 | 0.16% | 13440 | $-4301 | |||
| VWO | $349518 | 0.16% | 7067 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $348867 | 0.16% | 1665 | $64901 | |||
| JMST | $346256 | 0.15% | 6800 | 上涨 ×1 | |||
| VXUS Vanguard Total International Stock ETF | $341512 | 0.15% | 4943 | $34179 | 下跌 ×1 | ||
| VBR | $333893 | 0.15% | 1712 | $-8356 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $332537 | 0.15% | 2177 | $-28497 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $332178 | 0.15% | 4006 | $4647 | |||
| EVIM | $323733 | 0.14% | 6306 | 上涨 ×1 | |||
| AVEM | $319205 | 0.14% | 4657 | $88995 | 上涨 ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $316885 | 0.14% | 2458 | $-32692 | |||
| IVOO | $298248 | 0.13% | 2841 | $26132 | 上涨 ×1 | ||
| VOE | $295535 | 0.13% | 1797 | $7045 | |||
| COWZ | $286947 | 0.13% | 5208 | $-116340 | 下跌 ×2 | ||
| VSGX | $267895 | 0.12% | 4090 | $26667 | |||
| MMM 3M Company Common Stock | $266420 | 0.12% | 1750 | $9415 | |||
| DWX | $261794 | 0.12% | 6211 | $23540 | |||
| MUB | $248767 | 0.11% | 2381 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $247047 | 0.11% | 1871 | $-33491 | |||
| IJK | $218170 | 0.10% | 2398 | ||||
| RVT Royce Small-Cap Trust, Inc. Common Stock | $189931 | 0.08% | 12620 | $8855 | 下跌 ×2 | ||
| 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。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| JMSI | $375551 | 7599 | 0.17% |
| VWO | $349518 | 7067 | 0.16% |
| JMST | $346256 | 6800 | 0.15% |
| EVIM | $323733 | 6306 | 0.14% |
| MUB | $248767 | 2381 | 0.11% |
| IJK | $218170 | 2398 | 0.10% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VOO | 增持 | +5K | +$5.0M |
| VUG | 削减 | -4K | +$3.6M |
| AGG | 增持 | +16K | +$1.6M |
| VEA | 增持 | +20K | +$1.3M |
| MINT | 削减 | -12K | -$1.2M |
| VEU | 削减 | -248 | +$873K |
| BNDX | 增持 | +16K | +$826K |
| BRKA | 仅价格变动 | +0 | -$627K |
| ILCB | 增持 | +44 | +$553K |
| VO | 增持 | +406 | +$552K |
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。