Benchmark Financial Wealth Advisors, LLC
BOCA RATON FL · SEC CIK 0001757706
$3.61亿2026Q1 申报市值
133持仓数
49.2%前十大占比 · 第一大 7.3%
15 / 7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
XCEM 新建仓+$681.67万
MUNI 加仓+$456.41万
IVV 加仓+$412.36万
LVHI 加仓+$279.27万
GRNY 加仓+$260.08万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$396.25万
KBE 清仓-$301.77万
VTI 减仓-$170.89万
COWZ 减仓-$114.40万
SCHF 减仓-$103.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KBE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -49,723 | -100.0% | -$301.77万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -978 | -100.0% | -$25.90万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,339 | -100.0% | -$22.91万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,770 | -100.0% | -$22.33万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,305 | -100.0% | -$22.19万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,166 | -100.0% | -$20.52万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$20.21万 | 清仓 |
| — | GABELLI EQUITY TR INC | $107 | 0.00% | 15,321 | 15,321 | — | $107 | 新建仓 |
| — | VERIFYME INC | $3.01万 | 0.01% | 37,139 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $8.71万 | 0.02% | 15,549 | 15,549 | — | $8.71万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.16万 | 0.06% | 832 | 151 | 22.2% | $3.66万 | 加仓 |
| ORCL | ORACLE CORP | $20.34万 | 0.06% | 1,383 | -36 | -2.5% | -$5,294 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.35万 | 0.06% | 1,173 | -2 | -0.2% | -$347 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.06万 | 0.06% | 1,511 | 1,511 | — | $21.06万 | 新建仓 |
| RACE | FERRARI N V | $21.07万 | 0.06% | 623 | -13 | -2.0% | -$4,397 | 减仓 |
| HDV | ISHARES TR | $21.62万 | 0.06% | 1,593 | 1,593 | — | $21.62万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $21.99万 | 0.06% | 3,886 | 14 | 0.4% | $792 | 加仓 |
| GEN | GEN DIGITAL INC | $21.99万 | 0.06% | 11,678 | -631 | -5.1% | -$1.19万 | 减仓 |
| XT | ISHARES TR | $22.65万 | 0.06% | 3,323 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.85万 | 0.06% | 1,731 | 1,731 | — | $22.85万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $22.86万 | 0.06% | 10,444 | 207 | 2.0% | $4,531 | 加仓 |
| BLK | BLACKROCK INC | $22.99万 | 0.06% | 239 | 14 | 6.2% | $1.35万 | 加仓 |
| DASH | DOORDASH INC | $23.35万 | 0.06% | 1,555 | 1,555 | — | $23.35万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $23.56万 | 0.07% | 4,008 | 4,008 | — | $23.56万 | 新建仓 |
| F | FORD MTR CO | $24.16万 | 0.07% | 20,937 | 1,230 | 6.2% | $1.42万 | 加仓 |
| GE | GE AEROSPACE | $24.28万 | 0.07% | 856 | 64 | 8.1% | $1.82万 | 加仓 |
| BA | BOEING CO | $24.77万 | 0.07% | 1,245 | 100 | 8.7% | $1.99万 | 加仓 |
| NVS | NOVARTIS AG | $25.49万 | 0.07% | 1,669 | 32 | 2.0% | $4,887 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.67万 | 0.07% | 1,050 | -67 | -6.0% | -$1.64万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $25.82万 | 0.07% | 3,590 | 1,485 | 70.5% | $10.68万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $26.23万 | 0.07% | 1,062 | 1,062 | — | $26.23万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $26.31万 | 0.07% | 542 | 542 | — | $26.31万 | 新建仓 |
| GEV | GE VERNOVA INC | $26.45万 | 0.07% | 303 | 303 | — | $26.45万 | 新建仓 |
| MCD | MCDONALDS CORP | $26.55万 | 0.07% | 854 | 78 | 10.1% | $2.42万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $26.55万 | 0.07% | 531 | -164 | -23.6% | -$8.20万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $27.19万 | 0.08% | 1,005 | 1,005 | — | $27.19万 | 新建仓 |
| RTX | RTX CORPORATION | $27.27万 | 0.08% | 1,414 | 136 | 10.6% | $2.62万 | 加仓 |
| SLV | ISHARES SILVER TR | $29.96万 | 0.08% | 4,396 | 4,396 | — | $29.96万 | 新建仓 |
| PEP | PEPSICO INC | $30.94万 | 0.09% | 1,992 | 1,992 | — | $30.94万 | 新建仓 |
| DHR | DANAHER CORP DEL | $31.21万 | 0.09% | 1,646 | 513 | 45.3% | $9.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $32.90万 | 0.09% | 1,677 | 2 | 0.1% | $392 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.23万 | 0.09% | 848 | 54 | 6.8% | $2.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.28万 | 0.09% | 985 | -13 | -1.3% | -$4,393 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.81万 | 0.09% | 866 | 88 | 11.3% | $3.44万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.14万 | 0.09% | 6,746 | -253 | -3.6% | -$1.28万 | 减仓 |
| SMH | VANECK ETF TRUST | $35.14万 | 0.10% | 916 | -6 | -0.7% | -$2,302 | 减仓 |
| UNP | UNION PAC CORP | $35.25万 | 0.10% | 1,453 | 88 | 6.4% | $2.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.08万 | 0.10% | 2,467 | -457 | -15.6% | -$6.68万 | 减仓 |
| LIN | LINDE PLC | $36.24万 | 0.10% | 731 | 249 | 51.7% | $12.34万 | 加仓 |
| CAT | CATERPILLAR INC | $37.21万 | 0.10% | 525 | 71 | 15.6% | $5.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $37.34万 | 0.10% | 1,924 | 398 | 26.1% | $7.72万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $40.02万 | 0.11% | 8,721 | 16 | 0.2% | $734 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.20万 | 0.12% | 2,552 | 89 | 3.6% | $1.47万 | 加仓 |
| GRMN | GARMIN LTD | $43.32万 | 0.12% | 1,867 | 7 | 0.4% | $1,624 | 加仓 |
| — | EXXON MOBIL CORP | $43.40万 | 0.12% | 2,558 | 629 | 32.6% | $10.67万 | 加仓 |
| NOBL | PROSHARES TR | $46.98万 | 0.13% | 4,432 | 20 | 0.5% | $2,120 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.22万 | 0.13% | 12,291 | 1,780 | 16.9% | $6.84万 | 加仓 |
| IXUS | ISHARES TR | $47.55万 | 0.13% | 5,489 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $48.18万 | 0.13% | 17,157 | 430 | 2.6% | $1.21万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $48.80万 | 0.14% | 6,485 | 12 | 0.2% | $903 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $48.98万 | 0.14% | 2,687 | 8 | 0.3% | $1,458 | 加仓 |
| WM | WASTE MGMT INC DEL | $50.59万 | 0.14% | 2,202 | 6 | 0.3% | $1,379 | 加仓 |
| NFLX | NETFLIX INC. | $51.83万 | 0.14% | 5,390 | 193 | 3.7% | $1.86万 | 加仓 |
| PKG | PACKAGING CORP AMER | $51.87万 | 0.14% | 2,444 | 99 | 4.2% | $2.10万 | 加仓 |
| RY | ROYAL BK CDA | $52.33万 | 0.14% | 3,235 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $52.65万 | 0.15% | 1,416 | -287 | -16.9% | -$10.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $53.29万 | 0.15% | 882 | 174 | 24.6% | $10.51万 | 加仓 |
| VB | VANGUARD INDEX FDS | $56.29万 | 0.16% | 2,149 | -1 | -0.0% | -$262 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.26万 | 0.16% | 1,751 | 12 | 0.7% | $3,924 | 加仓 |
| HD | HOME DEPOT INC | $57.31万 | 0.16% | 1,743 | 169 | 10.7% | $5.56万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.36万 | 0.16% | 678 | 13 | 2.0% | $1.10万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.58万 | 0.17% | 2,313 | -591 | -20.4% | -$15.99万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $63.48万 | 0.18% | 9,042 | -691 | -7.1% | -$4.85万 | 减仓 |
| AMGN | AMGEN INC | $64.29万 | 0.18% | 1,827 | 496 | 37.3% | $17.45万 | 加仓 |
| WFC | WELLS FARGO & CO | $65.86万 | 0.18% | 8,272 | -498 | -5.7% | -$3.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $66.19万 | 0.18% | 3,199 | 929 | 40.9% | $19.22万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.97万 | 0.19% | 13,539 | 1,732 | 14.7% | $8.69万 | 加仓 |
| KO | COCA COLA CO | $68.15万 | 0.19% | 8,962 | 1,548 | 20.9% | $11.77万 | 加仓 |
| ASML | ASML HLDG NV | $74.66万 | 0.21% | 565 | 131 | 30.2% | $17.31万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $76.55万 | 0.21% | 13,505 | -2,630 | -16.3% | -$14.91万 | 减仓 |
| IWD | ISHARES TR | $77.39万 | 0.21% | 3,622 | -123 | -3.3% | -$2.63万 | 减仓 |
| ABBV | ABBVIE INC | $82.08万 | 0.23% | 3,774 | 470 | 14.2% | $10.22万 | 加仓 |
| IAU | ISHARES GOLD TR | $84.18万 | 0.23% | 9,548 | 9,548 | — | $84.18万 | 新建仓 |
| LLY | ELI LILLY & CO | $88.83万 | 0.25% | 966 | 87 | 9.9% | $8.00万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $89.82万 | 0.25% | 19,690 | 3,937 | 25.0% | $17.96万 | 加仓 |
| BAC | BANK AMERICA CORP | $99.92万 | 0.28% | 20,496 | 4,770 | 30.3% | $23.25万 | 加仓 |
| MRK | MERCK & CO INC | $100.56万 | 0.28% | 8,360 | 1,896 | 29.3% | $22.81万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $102.68万 | 0.28% | 7,726 | -157 | -2.0% | -$2.09万 | 减仓 |
| CSCO | CISCO SYS INC | $104.28万 | 0.29% | 13,439 | 2,468 | 22.5% | $19.15万 | 加仓 |
| WMT | WALMART INC | $105.35万 | 0.29% | 8,477 | -128 | -1.5% | -$1.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.80万 | 0.30% | 2,291 | -75 | -3.2% | -$3.59万 | 减仓 |
| IWB | ISHARES TR | $110.34万 | 0.31% | 3,094 | 7 | 0.2% | $2,496 | 加仓 |
| GLW | CORNING INC | $112.64万 | 0.31% | 8,285 | 50 | 0.6% | $6,798 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.02万 | 0.32% | 1,164 | 48 | 4.3% | $4.78万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $116.07万 | 0.32% | 19,663 | 2,335 | 13.5% | $13.78万 | 加仓 |
| V | VISA INC | $118.53万 | 0.33% | 3,922 | 472 | 13.7% | $14.27万 | 加仓 |
| GOOG | ALPHABET INC | $121.82万 | 0.34% | 4,247 | 268 | 6.7% | $7.69万 | 加仓 |
| EUSA | ISHARES INC | $122.03万 | 0.34% | 11,991 | -649 | -5.1% | -$6.60万 | 减仓 |