Benchmark Financial Wealth Advisors, LLC
BOCA RATON FL · SEC CIK 0001757706
$4.05亿2026Q2 申报市值
147持仓数
47.2%前十大占比 · 第一大 7.2%
25 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DYNF 新建仓+$855.26万
LVHI 加仓+$153.10万
IVV 加仓+$137.42万
QDPL 加仓+$131.79万
DIVO 加仓+$105.60万
2026Q2 卖出最多 按季末市值估算
XLF 清仓-$750.34万
SPY 减仓-$281.31万
MUNI 减仓-$95.06万
VTI 减仓-$77.89万
JEPI 清仓-$76.55万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $2,920.98万 | 7.20% | 1,054,504 | -16,487 | -1.5% | -$45.67万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,883.69万 | 7.11% | 77,929 | -2,105 | -2.6% | -$77.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,728.55万 | 6.73% | 36,538 | -3,767 | -9.3% | -$281.31万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $2,377.50万 | 5.86% | 521,491 | -607 | -0.1% | -$2.77万 | 减仓 |
| ITOT | ISHARES TR | $1,961.42万 | 4.84% | 119,402 | -151 | -0.1% | -$2.48万 | 减仓 |
| IVV | ISHARES TR | $1,593.02万 | 3.93% | 21,272 | 1,835 | 9.4% | $137.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,310.52万 | 3.23% | 65,497 | -679 | -1.0% | -$13.59万 | 减仓 |
| IWY | ISHARES TR | $1,141.46万 | 2.82% | 39,277 | -1,595 | -3.9% | -$46.35万 | 减仓 |
| COWZ | PACER FDS TR | $1,126.31万 | 2.78% | 181,078 | -11,995 | -6.2% | -$74.61万 | 减仓 |
| IJR | ISHARES TR | $1,107.71万 | 2.73% | 74,689 | 550 | 0.7% | $8.16万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,096.47万 | 2.70% | 208,454 | -18,072 | -8.0% | -$95.06万 | 减仓 |
| DBEF | DBX ETF TR | $1,038.28万 | 2.56% | 190,058 | 1,144 | 0.6% | $6.25万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,024.73万 | 2.53% | 323,158 | 14,047 | 4.5% | $44.54万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $988.43万 | 2.44% | 243,547 | 37,724 | 18.3% | $153.10万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $946.81万 | 2.34% | 179,048 | 12,012 | 7.2% | $63.52万 | 加仓 |
| AAPL | APPLE INC | $934.29万 | 2.30% | 32,288 | 1,220 | 3.9% | $35.30万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $855.26万 | 2.11% | 125,755 | 125,755 | — | $855.26万 | 新建仓 |
| SMMD | ISHARES TR | $844.94万 | 2.08% | 92,212 | 4,237 | 4.8% | $38.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $763.57万 | 1.88% | 11,118 | -295 | -2.6% | -$20.26万 | 减仓 |
| GRNY | TIDAL TRUST I | $548.80万 | 1.35% | 198,482 | 18,505 | 10.3% | $51.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $545.25万 | 1.34% | 67,674 | -2 | -0.0% | -$161 | 减仓 |
| GOOGL | ALPHABET INC | $475.34万 | 1.17% | 13,301 | -159 | -1.2% | -$5.68万 | 减仓 |
| IWM | ISHARES TR | $467.43万 | 1.15% | 15,558 | -2,406 | -13.4% | -$72.29万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $456.19万 | 1.13% | 21,441 | 660 | 3.2% | $14.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $448.15万 | 1.11% | 12,014 | 64 | 0.5% | $2.39万 | 加仓 |
| QDPL | PACER FDS TR | $431.49万 | 1.06% | 95,738 | 29,241 | 44.0% | $131.79万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $429.44万 | 1.06% | 6,106 | -456 | -6.9% | -$32.07万 | 减仓 |
| IJH | ISHARES TR | $425.62万 | 1.05% | 55,196 | -543 | -1.0% | -$4.19万 | 减仓 |
| AMZN | AMAZON COM INC | $413.18万 | 1.02% | 17,336 | -898 | -4.9% | -$21.40万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $400.26万 | 0.99% | 47,792 | 336 | 0.7% | $2.81万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $358.94万 | 0.89% | 78,542 | 23,107 | 41.7% | $105.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $329.54万 | 0.81% | 4,475 | -280 | -5.9% | -$20.62万 | 减仓 |
| AVGO | BROADCOM INC | $236.18万 | 0.58% | 6,252 | -190 | -2.9% | -$7.18万 | 减仓 |
| META | META PLATFORMS INC | $203.32万 | 0.50% | 3,610 | -53 | -1.4% | -$2.99万 | 减仓 |
| GLD | SPDR GOLD TR | $200.37万 | 0.49% | 5,439 | 307 | 6.0% | $11.31万 | 加仓 |
| GLW | CORNING INC | $189.69万 | 0.47% | 7,426 | -859 | -10.4% | -$21.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $165.78万 | 0.41% | 5,065 | -953 | -15.8% | -$31.19万 | 减仓 |
| IWF | ISHARES TR | $161.47万 | 0.40% | 13,004 | -320 | -2.4% | -$3.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $158.38万 | 0.39% | 22,229 | -465 | -2.0% | -$3.31万 | 减仓 |
| IUSG | ISHARES TR | $154.63万 | 0.38% | 8,221 | 8 | 0.1% | $1,505 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $152.36万 | 0.38% | 26,443 | 325 | 1.2% | $1.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $143.61万 | 0.35% | 7,538 | -188 | -2.4% | -$3.58万 | 减仓 |
| CSCO | CISCO SYS INC | $139.55万 | 0.34% | 11,881 | -1,558 | -11.6% | -$18.30万 | 减仓 |
| BX | BLACKSTONE INC | $138.03万 | 0.34% | 11,730 | 135 | 1.2% | $1.59万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $137.20万 | 0.34% | 30,159 | 10,469 | 53.2% | $47.62万 | 加仓 |
| MO | ALTRIA GROUP INC | $133.87万 | 0.33% | 18,606 | 60 | 0.3% | $4,317 | 加仓 |
| GOOG | ALPHABET INC | $132.63万 | 0.33% | 3,754 | -493 | -11.6% | -$17.42万 | 减仓 |
| V | VISA INC | $129.87万 | 0.32% | 3,785 | -137 | -3.5% | -$4.70万 | 减仓 |
| BAC | BANK OF AMER CORP | $128.09万 | 0.32% | 22,481 | 1,985 | 9.7% | $11.31万 | 加仓 |
| IWB | ISHARES TR | $126.98万 | 0.31% | 3,101 | 7 | 0.2% | $2,866 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.06万 | 0.30% | 2,439 | 148 | 6.5% | $7.41万 | 加仓 |
| LLY | ELI LILLY & CO | $117.04万 | 0.29% | 976 | 10 | 1.0% | $1.20万 | 加仓 |
| MRK | MERCK & CO INC | $101.01万 | 0.25% | 7,860 | -500 | -6.0% | -$6.43万 | 减仓 |
| EUSA | ISHARES INC | $100.88万 | 0.25% | 8,834 | -3,157 | -26.3% | -$36.05万 | 减仓 |
| ABBV | ABBVIE INC | $97.65万 | 0.24% | 3,881 | 107 | 2.8% | $2.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.26万 | 0.24% | 962 | 284 | 41.9% | $28.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.52万 | 0.23% | 989 | -175 | -15.0% | -$16.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $89.69万 | 0.22% | 2,158 | -155 | -6.7% | -$6.44万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $88.86万 | 0.22% | 17,406 | -2,257 | -11.5% | -$11.52万 | 减仓 |
| ASML | ASML HLDG NV | $86.02万 | 0.21% | 432 | -133 | -23.5% | -$26.48万 | 减仓 |
| IWD | ISHARES TR | $79.69万 | 0.20% | 3,287 | -335 | -9.2% | -$8.12万 | 减仓 |
| WMT | WALMART INC | $77.81万 | 0.19% | 6,870 | -1,607 | -19.0% | -$18.20万 | 减仓 |
| KO | COCA COLA CO | $77.25万 | 0.19% | 9,506 | 544 | 6.1% | $4.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $73.46万 | 0.18% | 2,423 | 274 | 12.8% | $8.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.96万 | 0.18% | 1,222 | 1,222 | — | $70.96万 | 新建仓 |
| IAU | ISHARES GOLD TR | $70.38万 | 0.17% | 9,321 | -227 | -2.4% | -$1.71万 | 减仓 |
| TSLA | TESLA INC | $68.87万 | 0.17% | 1,638 | 222 | 15.7% | $9.33万 | 加仓 |
| RY | ROYAL BK CDA | $66.95万 | 0.17% | 3,235 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $66.47万 | 0.16% | 8,043 | -229 | -2.8% | -$1.89万 | 减仓 |
| TXN | TEXAS INSTRS INC | $66.19万 | 0.16% | 2,220 | 296 | 15.4% | $8.82万 | 加仓 |
| AMGN | AMGEN INC | $65.22万 | 0.16% | 1,801 | -26 | -1.4% | -$9,415 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $64.36万 | 0.16% | 15,200 | 1,661 | 12.3% | $7.03万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $63.47万 | 0.16% | 1,713 | -38 | -2.2% | -$1.41万 | 减仓 |
| PKG | PACKAGING CORP AMER | $62.88万 | 0.16% | 2,639 | 195 | 8.0% | $4.65万 | 加仓 |
| SMH | VANECK ETF TRUST | $59.06万 | 0.15% | 900 | -16 | -1.7% | -$1.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $58.69万 | 0.14% | 608 | -240 | -28.3% | -$23.17万 | 减仓 |
| IXUS | ISHARES TR | $58.15万 | 0.14% | 6,093 | 604 | 11.0% | $5.76万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $57.90万 | 0.14% | 2,484 | -203 | -7.6% | -$4.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.52万 | 0.14% | 3,470 | 271 | 8.5% | $4.49万 | 加仓 |
| CAT | CATERPILLAR INC | $51.71万 | 0.13% | 486 | -39 | -7.4% | -$4.15万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $50.21万 | 0.12% | 2,939 | 2,939 | — | $50.21万 | 新建仓 |
| NOBL | PROSHARES TR | $50.00万 | 0.12% | 8,903 | 39 | 0.4% | $2,190 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $49.44万 | 0.12% | 2,733 | 181 | 7.1% | $3.27万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $49.05万 | 0.12% | 6,581 | 96 | 1.5% | $7,155 | 加仓 |
| NFLX | NETFLIX INC. | $48.98万 | 0.12% | 6,860 | 1,470 | 27.3% | $10.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $48.39万 | 0.12% | 2,171 | -31 | -1.4% | -$6,910 | 减仓 |
| HD | HOME DEPOT INC | $48.21万 | 0.12% | 1,367 | -376 | -21.6% | -$13.26万 | 减仓 |
| GRMN | GARMIN LTD | $44.54万 | 0.11% | 1,875 | 8 | 0.4% | $1,900 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $44.38万 | 0.11% | 871 | -11 | -1.2% | -$5,605 | 减仓 |
| GEV | GE VERNOVA INC | $43.59万 | 0.11% | 371 | 68 | 22.4% | $7.99万 | 加仓 |
| UNP | UNION PAC CORP | $43.15万 | 0.11% | 1,586 | 133 | 9.2% | $3.62万 | 加仓 |
| GE | GE AEROSPACE | $42.03万 | 0.10% | 1,125 | 269 | 31.4% | $10.05万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $40.29万 | 0.10% | 1,353 | 1,353 | — | $40.29万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $39.79万 | 0.10% | 8,777 | 56 | 0.6% | $2,539 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $39.58万 | 0.10% | 343 | 343 | — | $39.58万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.29万 | 0.10% | 515 | -351 | -40.5% | -$26.78万 | 减仓 |
| LIN | LINDE PLC | $37.70万 | 0.09% | 726 | -5 | -0.7% | -$2,596 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.50万 | 0.09% | 785 | -200 | -20.3% | -$9.56万 | 减仓 |
| — | EXXON MOBIL CORP | $36.68万 | 0.09% | 2,683 | 125 | 4.9% | $1.71万 | 加仓 |
| PFE | PFIZER INC | $35.78万 | 0.09% | 14,858 | -2,299 | -13.4% | -$5.54万 | 减仓 |