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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $122.38万 | 0.34% | 18,546 | 1,277 | 7.4% | $8.43万 | 加仓 |
| IUSG | ISHARES TR | $127.39万 | 0.35% | 8,213 | -60 | -0.7% | -$9,307 | 减仓 |
| BX | BLACKSTONE INC | $133.33万 | 0.37% | 11,595 | 3,847 | 49.7% | $44.24万 | 加仓 |
| IWF | ISHARES TR | $142.03万 | 0.39% | 3,331 | -72 | -2.1% | -$3.07万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $145.42万 | 0.40% | 22,694 | 2 | 0.0% | $128 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $158.40万 | 0.44% | 26,118 | 2,151 | 9.0% | $13.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $177.02万 | 0.49% | 6,018 | 415 | 7.4% | $12.21万 | 加仓 |
| AVGO | BROADCOM INC | $199.38万 | 0.55% | 6,442 | 396 | 6.5% | $12.26万 | 加仓 |
| META | META PLATFORMS INC | $209.55万 | 0.58% | 3,663 | -7 | -0.2% | -$4,004 | 减仓 |
| GLD | SPDR GOLD TR | $220.84万 | 0.61% | 5,132 | 3,605 | 236.1% | $155.13万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $248.63万 | 0.69% | 55,435 | 21,425 | 63.0% | $96.09万 | 加仓 |
| QDPL | PACER FDS TR | $266.91万 | 0.74% | 66,497 | 20,699 | 45.2% | $83.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $274.43万 | 0.76% | 4,755 | -404 | -7.8% | -$23.32万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $356.39万 | 0.99% | 47,456 | -5,635 | -10.6% | -$42.32万 | 减仓 |
| IJH | ISHARES TR | $376.41万 | 1.04% | 55,739 | -2,002 | -3.5% | -$13.52万 | 减仓 |
| AMZN | AMAZON COM INC | $379.77万 | 1.05% | 18,234 | 1,028 | 6.0% | $21.41万 | 加仓 |
| GOOGL | ALPHABET INC | $387.07万 | 1.07% | 13,460 | 665 | 5.2% | $19.12万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $398.83万 | 1.10% | 20,781 | 188 | 0.9% | $3.61万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $404.74万 | 1.12% | 6,562 | -141 | -2.1% | -$8.70万 | 减仓 |
| GRNY | TIDAL TRUST I | $429.60万 | 1.19% | 179,977 | 108,956 | 153.4% | $260.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $442.36万 | 1.23% | 11,950 | 668 | 5.9% | $24.73万 | 加仓 |
| IWM | ISHARES TR | $445.50万 | 1.23% | 17,964 | -1,498 | -7.7% | -$37.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $485.89万 | 1.35% | 16,919 | -349 | -2.0% | -$10.02万 | 减仓 |
| SMMD | ISHARES TR | $671.69万 | 1.86% | 87,975 | 9,884 | 12.7% | $75.46万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $681.67万 | 1.89% | 167,036 | 167,036 | — | $681.67万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $682.01万 | 1.89% | 11,413 | -325 | -2.8% | -$19.42万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $750.34万 | 2.08% | 151,983 | -418 | -0.3% | -$2.06万 | 减仓 |
| AAPL | APPLE INC | $788.46万 | 2.18% | 31,068 | 392 | 1.3% | $9.95万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $834.41万 | 2.31% | 205,823 | 68,888 | 50.3% | $279.27万 | 加仓 |
| IJR | ISHARES TR | $921.62万 | 2.55% | 74,139 | -348 | -0.5% | -$4.33万 | 减仓 |
| DBEF | DBX ETF TR | $933.23万 | 2.58% | 188,914 | 22,718 | 13.7% | $112.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $948.35万 | 2.63% | 309,111 | 39,494 | 14.6% | $121.17万 | 加仓 |
| IWY | ISHARES TR | $1,017.07万 | 2.82% | 40,872 | -1,271 | -3.0% | -$31.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,154.11万 | 3.20% | 66,176 | -5,260 | -7.4% | -$91.73万 | 减仓 |
| MUNI | PIMCO ETF TR | $1,182.24万 | 3.27% | 226,526 | 87,451 | 62.9% | $456.41万 | 加仓 |
| COWZ | PACER FDS TR | $1,207.87万 | 3.34% | 193,073 | -18,286 | -8.7% | -$114.40万 | 减仓 |
| IVV | ISHARES TR | $1,269.61万 | 3.52% | 19,437 | 6,313 | 48.1% | $412.36万 | 加仓 |
| ITOT | ISHARES TR | $1,702.79万 | 4.72% | 119,553 | -2,723 | -2.2% | -$38.78万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $2,391.73万 | 6.62% | 522,098 | 29,714 | 6.0% | $136.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,567.56万 | 7.11% | 80,034 | -5,327 | -6.2% | -$170.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,621.18万 | 7.26% | 40,305 | -6,093 | -13.1% | -$396.25万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,650.70万 | 7.34% | 1,070,991 | -41,910 | -3.8% | -$103.73万 | 减仓 |