Benson Investment Management Company, Inc.
Roanoke VA · SEC CIK 0001694896
$1,126.46万2026Q1 申报市值
7持仓数
100.0%前十大占比 · 第一大 34.3%
3 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHX 新建仓+$386.66万
DFAI 加仓+$315.93万
DISV 新建仓+$168.19万
BANK AMERICA COR 新建仓+$56.60万
VOO 加仓+$1.14万
2026Q1 卖出最多 按季末市值估算
GOOG 清仓-$1,833.03万
MSFT 清仓-$1,232.75万
NVDA 清仓-$1,150.80万
AMZN 清仓-$1,002.27万
BRK/B 清仓-$872.95万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -58,414 | -100.0% | -$1,833.03万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -25,490 | -100.0% | -$1,232.75万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -61,705 | -100.0% | -$1,150.80万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -43,422 | -100.0% | -$1,002.27万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -17,367 | -100.0% | -$872.95万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -12,501 | -100.0% | -$825.18万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -26,531 | -100.0% | -$806.25万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -63,149 | -100.0% | -$733.10万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -92,330 | -100.0% | -$711.22万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -38,044 | -100.0% | -$699.47万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -49,726 | -100.0% | -$685.22万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -24,981 | -100.0% | -$679.13万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -22,882 | -100.0% | -$677.79万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -7,708 | -100.0% | -$677.53万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | -6,224 | -100.0% | -$665.88万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -27,332 | -100.0% | -$662.42万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -61,480 | -100.0% | -$647.45万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -80,085 | -100.0% | -$642.92万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -31,555 | -100.0% | -$641.17万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -164,665 | -100.0% | -$636.76万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -21,662 | -100.0% | -$635.93万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -14,498 | -100.0% | -$618.18万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -44,376 | -100.0% | -$604.31万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -68,782 | -100.0% | -$601.29万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -212,480 | -100.0% | -$595.16万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -74,870 | -100.0% | -$594.17万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -108,445 | -100.0% | -$586.47万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -37,990 | -100.0% | -$585.58万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -25,241 | -100.0% | -$575.55万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -120,375 | -100.0% | -$573.59万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,099 | -100.0% | -$566.86万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -217,150 | -100.0% | -$555.90万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -75,530 | -100.0% | -$555.15万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -79,555 | -100.0% | -$552.27万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -68,799 | -100.0% | -$543.10万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -111,920 | -100.0% | -$542.36万 | 清仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $0 | 0.00% | 0 | -25,561 | -100.0% | -$520.06万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -12,632 | -100.0% | -$484.21万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -6,211 | -100.0% | -$411.43万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -40,432 | -100.0% | -$385.44万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -109,055 | -100.0% | -$384.96万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -4,950 | -100.0% | -$159.50万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -2 | -100.0% | -$150.96万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -2,060 | -100.0% | -$64.48万 | 清仓 |
| VFMF | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -2,729 | -100.0% | -$41.13万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,644 | -100.0% | -$23.56万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $31.13万 | 2.76% | 521 | 19 | 3.8% | $1.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.00万 | 3.28% | 569 | -143 | -20.1% | -$9.30万 | 减仓 |
| — | BANK AMERICA CORP | $56.60万 | 5.02% | 475 | 475 | — | $56.60万 | 新建仓 |
| — | WELLS FARGO & CO | $71.03万 | 6.31% | 615 | -345 | -35.9% | -$39.85万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $168.19万 | 14.93% | 42,645 | 42,645 | — | $168.19万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $375.85万 | 33.37% | 96,470 | 81,092 | 527.3% | $315.93万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $386.66万 | 34.32% | 150,802 | 150,802 | — | $386.66万 | 新建仓 |