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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -151,983 | -100.0% | -$750.34万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -13,505 | -100.0% | -$76.55万 | 清仓 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -9,042 | -100.0% | -$63.48万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,677 | -100.0% | -$32.90万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,992 | -100.0% | -$30.94万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,396 | -100.0% | -$29.96万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -542 | -100.0% | -$26.31万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,590 | -100.0% | -$25.82万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,555 | -100.0% | -$23.35万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -239 | -100.0% | -$22.99万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -623 | -100.0% | -$21.07万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$21.06万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -15,321 | -100.0% | -$107 | 清仓 |
| — | VERIFYME INC | $2.28万 | 0.01% | 37,139 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $8.46万 | 0.02% | 60,004 | 60,004 | — | $8.46万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $9.04万 | 0.02% | 15,968 | 419 | 2.7% | $2,372 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $20.05万 | 0.05% | 593 | 593 | — | $20.05万 | 新建仓 |
| CB | CHUBB LIMITED | $20.31万 | 0.05% | 596 | 596 | — | $20.31万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.76万 | 0.05% | 479 | -992 | -67.4% | -$42.99万 | 重新持有 |
| MS | MORGAN STANLEY | $20.95万 | 0.05% | 1,002 | 1,002 | — | $20.95万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $21.16万 | 0.05% | 1,027 | 1,027 | — | $21.16万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.28万 | 0.05% | 787 | -67 | -7.8% | -$1.81万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $21.35万 | 0.05% | 1,878 | 1,878 | — | $21.35万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.60万 | 0.05% | 1,296 | 123 | 10.5% | $2.05万 | 加仓 |
| HDV | ISHARES TR | $21.66万 | 0.05% | 7,901 | -64 | -0.8% | -$1,754 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $22.29万 | 0.05% | 2,073 | 2,073 | — | $22.29万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $22.40万 | 0.06% | 300 | 300 | — | $22.40万 | 新建仓 |
| FTNT | FORTINET INC | $22.43万 | 0.06% | 1,460 | 1,460 | — | $22.43万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.51万 | 0.06% | 438 | -93 | -17.5% | -$4.78万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $22.83万 | 0.06% | 2,623 | 2,623 | — | $22.83万 | 新建仓 |
| C | CITIGROUP INC | $23.02万 | 0.06% | 1,645 | -293 | -15.1% | -$4.10万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $23.11万 | 0.06% | 471 | 471 | — | $23.11万 | 新建仓 |
| DHR | DANAHER CORP DEL | $23.38万 | 0.06% | 1,227 | -419 | -25.5% | -$7.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.52万 | 0.06% | 836 | 4 | 0.5% | $1,125 | 加仓 |
| SPYV | SPDR SERIES TRUST | $23.73万 | 0.06% | 3,903 | 17 | 0.4% | $1,033 | 加仓 |
| ORCL | ORACLE CORP | $23.87万 | 0.06% | 1,629 | 246 | 17.8% | $3.60万 | 加仓 |
| ETN | EATON CORP PLC | $23.95万 | 0.06% | 562 | 562 | — | $23.95万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.01万 | 0.06% | 4,748 | -1,998 | -29.6% | -$10.10万 | 减仓 |
| EOG | EOG RES INC | $24.54万 | 0.06% | 1,892 | 1,892 | — | $24.54万 | 新建仓 |
| COP | CONOCOPHILLIPS | $24.99万 | 0.06% | 2,404 | 673 | 38.9% | $7.00万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $26.07万 | 0.06% | 4,145 | 137 | 3.4% | $8,616 | 加仓 |
| NVS | NOVARTIS AG | $26.12万 | 0.06% | 1,667 | -2 | -0.1% | -$313 | 减仓 |
| KLAC | KLA CORP | $26.38万 | 0.07% | 874 | 874 | — | $26.38万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $26.68万 | 0.07% | 10,444 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.36万 | 0.07% | 1,442 | 28 | 2.0% | $5,313 | 加仓 |
| XT | ISHARES TR | $27.58万 | 0.07% | 3,338 | 15 | 0.5% | $1,239 | 加仓 |
| BA | BOEING CO | $27.81万 | 0.07% | 1,285 | 40 | 3.2% | $8,657 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.73万 | 0.07% | 2,463 | -4 | -0.2% | -$467 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $29.46万 | 0.07% | 5,302 | 5,302 | — | $29.46万 | 新建仓 |
| GEN | GEN DIGITAL INC | $29.52万 | 0.07% | 11,860 | 182 | 1.6% | $4,530 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $29.87万 | 0.07% | 400 | 400 | — | $29.87万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $29.94万 | 0.07% | 878 | 878 | — | $29.94万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $30.76万 | 0.08% | 1,211 | 161 | 15.3% | $4.09万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $31.34万 | 0.08% | 726 | 726 | — | $31.34万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $32.45万 | 0.08% | 1,246 | 184 | 17.3% | $4.79万 | 加仓 |
| INTC | INTEL CORP | $34.11万 | 0.08% | 2,443 | 2,443 | — | $34.11万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $34.39万 | 0.08% | 538 | -467 | -46.5% | -$29.86万 | 减仓 |
| IYG | ISHARES TR | $34.52万 | 0.09% | 3,816 | 3,816 | — | $34.52万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.49万 | 0.09% | 10,660 | -1,631 | -13.3% | -$5.43万 | 减仓 |
| F | FORD MTR CO | $35.75万 | 0.09% | 25,719 | 4,782 | 22.8% | $6.65万 | 加仓 |
| PFE | PFIZER INC | $35.78万 | 0.09% | 14,858 | -2,299 | -13.4% | -$5.54万 | 减仓 |
| — | EXXON MOBIL CORP | $36.68万 | 0.09% | 2,683 | 125 | 4.9% | $1.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.50万 | 0.09% | 785 | -200 | -20.3% | -$9.56万 | 减仓 |
| LIN | LINDE PLC | $37.70万 | 0.09% | 726 | -5 | -0.7% | -$2,596 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.29万 | 0.10% | 515 | -351 | -40.5% | -$26.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $39.58万 | 0.10% | 343 | 343 | — | $39.58万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $39.79万 | 0.10% | 8,777 | 56 | 0.6% | $2,539 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $40.29万 | 0.10% | 1,353 | 1,353 | — | $40.29万 | 新建仓 |
| GE | GE AEROSPACE | $42.03万 | 0.10% | 1,125 | 269 | 31.4% | $10.05万 | 加仓 |
| UNP | UNION PAC CORP | $43.15万 | 0.11% | 1,586 | 133 | 9.2% | $3.62万 | 加仓 |
| GEV | GE VERNOVA INC | $43.59万 | 0.11% | 371 | 68 | 22.4% | $7.99万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $44.38万 | 0.11% | 871 | -11 | -1.2% | -$5,605 | 减仓 |
| GRMN | GARMIN LTD | $44.54万 | 0.11% | 1,875 | 8 | 0.4% | $1,900 | 加仓 |
| HD | HOME DEPOT INC | $48.21万 | 0.12% | 1,367 | -376 | -21.6% | -$13.26万 | 减仓 |
| WM | WASTE MGMT INC DEL | $48.39万 | 0.12% | 2,171 | -31 | -1.4% | -$6,910 | 减仓 |
| NFLX | NETFLIX INC. | $48.98万 | 0.12% | 6,860 | 1,470 | 27.3% | $10.50万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $49.05万 | 0.12% | 6,581 | 96 | 1.5% | $7,155 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $49.44万 | 0.12% | 2,733 | 181 | 7.1% | $3.27万 | 加仓 |
| NOBL | PROSHARES TR | $50.00万 | 0.12% | 8,903 | 39 | 0.4% | $2,190 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $50.21万 | 0.12% | 2,939 | 2,939 | — | $50.21万 | 新建仓 |
| CAT | CATERPILLAR INC | $51.71万 | 0.13% | 486 | -39 | -7.4% | -$4.15万 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.52万 | 0.14% | 3,470 | 271 | 8.5% | $4.49万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $57.90万 | 0.14% | 2,484 | -203 | -7.6% | -$4.73万 | 减仓 |
| IXUS | ISHARES TR | $58.15万 | 0.14% | 6,093 | 604 | 11.0% | $5.76万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $58.69万 | 0.14% | 608 | -240 | -28.3% | -$23.17万 | 减仓 |
| SMH | VANECK ETF TRUST | $59.06万 | 0.15% | 900 | -16 | -1.7% | -$1.05万 | 减仓 |
| PKG | PACKAGING CORP AMER | $62.88万 | 0.16% | 2,639 | 195 | 8.0% | $4.65万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $63.47万 | 0.16% | 1,713 | -38 | -2.2% | -$1.41万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $64.36万 | 0.16% | 15,200 | 1,661 | 12.3% | $7.03万 | 加仓 |
| AMGN | AMGEN INC | $65.22万 | 0.16% | 1,801 | -26 | -1.4% | -$9,415 | 减仓 |
| TXN | TEXAS INSTRS INC | $66.19万 | 0.16% | 2,220 | 296 | 15.4% | $8.82万 | 加仓 |
| WFC | WELLS FARGO & CO | $66.47万 | 0.16% | 8,043 | -229 | -2.8% | -$1.89万 | 减仓 |
| RY | ROYAL BK CDA | $66.95万 | 0.17% | 3,235 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $68.87万 | 0.17% | 1,638 | 222 | 15.7% | $9.33万 | 加仓 |
| IAU | ISHARES GOLD TR | $70.38万 | 0.17% | 9,321 | -227 | -2.4% | -$1.71万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.96万 | 0.18% | 1,222 | 1,222 | — | $70.96万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $73.46万 | 0.18% | 2,423 | 274 | 12.8% | $8.31万 | 加仓 |
| KO | COCA COLA CO | $77.25万 | 0.19% | 9,506 | 544 | 6.1% | $4.42万 | 加仓 |
| WMT | WALMART INC | $77.81万 | 0.19% | 6,870 | -1,607 | -19.0% | -$18.20万 | 减仓 |
| IWD | ISHARES TR | $79.69万 | 0.20% | 3,287 | -335 | -9.2% | -$8.12万 | 减仓 |