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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $31.21万 | 0.09% | 1,646 | 513 | 45.3% | $9.73万 | 加仓 |
| PEP | PEPSICO INC | $30.94万 | 0.09% | 1,992 | 1,992 | — | $30.94万 | 新建仓 |
| SLV | ISHARES SILVER TR | $29.96万 | 0.08% | 4,396 | 4,396 | — | $29.96万 | 新建仓 |
| RTX | RTX CORPORATION | $27.27万 | 0.08% | 1,414 | 136 | 10.6% | $2.62万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $27.19万 | 0.08% | 1,005 | 1,005 | — | $27.19万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $26.55万 | 0.07% | 531 | -164 | -23.6% | -$8.20万 | 减仓 |
| MCD | MCDONALDS CORP | $26.55万 | 0.07% | 854 | 78 | 10.1% | $2.42万 | 加仓 |
| GEV | GE VERNOVA INC | $26.45万 | 0.07% | 303 | 303 | — | $26.45万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $26.31万 | 0.07% | 542 | 542 | — | $26.31万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $26.23万 | 0.07% | 1,062 | 1,062 | — | $26.23万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $25.82万 | 0.07% | 3,590 | 1,485 | 70.5% | $10.68万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $25.67万 | 0.07% | 1,050 | -67 | -6.0% | -$1.64万 | 减仓 |
| NVS | NOVARTIS AG | $25.49万 | 0.07% | 1,669 | 32 | 2.0% | $4,887 | 加仓 |
| BA | BOEING CO | $24.77万 | 0.07% | 1,245 | 100 | 8.7% | $1.99万 | 加仓 |
| GE | GE AEROSPACE | $24.28万 | 0.07% | 856 | 64 | 8.1% | $1.82万 | 加仓 |
| F | FORD MTR CO | $24.16万 | 0.07% | 20,937 | 1,230 | 6.2% | $1.42万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $23.56万 | 0.07% | 4,008 | 4,008 | — | $23.56万 | 新建仓 |
| DASH | DOORDASH INC | $23.35万 | 0.06% | 1,555 | 1,555 | — | $23.35万 | 新建仓 |
| BLK | BLACKROCK INC | $22.99万 | 0.06% | 239 | 14 | 6.2% | $1.35万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $22.86万 | 0.06% | 10,444 | 207 | 2.0% | $4,531 | 加仓 |
| COP | CONOCOPHILLIPS | $22.85万 | 0.06% | 1,731 | 1,731 | — | $22.85万 | 新建仓 |
| XT | ISHARES TR | $22.65万 | 0.06% | 3,323 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $21.99万 | 0.06% | 11,678 | -631 | -5.1% | -$1.19万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $21.99万 | 0.06% | 3,886 | 14 | 0.4% | $792 | 加仓 |
| HDV | ISHARES TR | $21.62万 | 0.06% | 1,593 | 1,593 | — | $21.62万 | 新建仓 |
| RACE | FERRARI N V | $21.07万 | 0.06% | 623 | -13 | -2.0% | -$4,397 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.06万 | 0.06% | 1,511 | 1,511 | — | $21.06万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.35万 | 0.06% | 1,173 | -2 | -0.2% | -$347 | 减仓 |
| ORCL | ORACLE CORP | $20.34万 | 0.06% | 1,383 | -36 | -2.5% | -$5,294 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.16万 | 0.06% | 832 | 151 | 22.2% | $3.66万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $8.71万 | 0.02% | 15,549 | 15,549 | — | $8.71万 | 新建仓 |
| — | VERIFYME INC | $3.01万 | 0.01% | 37,139 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $107 | 0.00% | 15,321 | 15,321 | — | $107 | 新建仓 |
| 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 |