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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $2,650.70万 | 7.34% | 1,070,991 | -41,910 | -3.8% | -$103.73万 | 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 |
| VTI | VANGUARD INDEX FDS | $2,567.56万 | 7.11% | 80,034 | -5,327 | -6.2% | -$170.89万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $2,391.73万 | 6.62% | 522,098 | 29,714 | 6.0% | $136.12万 | 加仓 |
| ITOT | ISHARES TR | $1,702.79万 | 4.72% | 119,553 | -2,723 | -2.2% | -$38.78万 | 减仓 |
| IVV | ISHARES TR | $1,269.61万 | 3.52% | 19,437 | 6,313 | 48.1% | $412.36万 | 加仓 |
| COWZ | PACER FDS TR | $1,207.87万 | 3.34% | 193,073 | -18,286 | -8.7% | -$114.40万 | 减仓 |
| MUNI | PIMCO ETF TR | $1,182.24万 | 3.27% | 226,526 | 87,451 | 62.9% | $456.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,154.11万 | 3.20% | 66,176 | -5,260 | -7.4% | -$91.73万 | 减仓 |
| IWY | ISHARES TR | $1,017.07万 | 2.82% | 40,872 | -1,271 | -3.0% | -$31.63万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $948.35万 | 2.63% | 309,111 | 39,494 | 14.6% | $121.17万 | 加仓 |
| DBEF | DBX ETF TR | $933.23万 | 2.58% | 188,914 | 22,718 | 13.7% | $112.23万 | 加仓 |
| IJR | ISHARES TR | $921.62万 | 2.55% | 74,139 | -348 | -0.5% | -$4.33万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $834.41万 | 2.31% | 205,823 | 68,888 | 50.3% | $279.27万 | 加仓 |
| AAPL | APPLE INC | $788.46万 | 2.18% | 31,068 | 392 | 1.3% | $9.95万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $750.34万 | 2.08% | 151,983 | -418 | -0.3% | -$2.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $682.01万 | 1.89% | 11,413 | -325 | -2.8% | -$19.42万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $681.67万 | 1.89% | 167,036 | 167,036 | — | $681.67万 | 新建仓 |
| SMMD | ISHARES TR | $671.69万 | 1.86% | 87,975 | 9,884 | 12.7% | $75.46万 | 加仓 |
| VO | VANGUARD INDEX FDS | $485.89万 | 1.35% | 16,919 | -349 | -2.0% | -$10.02万 | 减仓 |
| IWM | ISHARES TR | $445.50万 | 1.23% | 17,964 | -1,498 | -7.7% | -$37.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $442.36万 | 1.23% | 11,950 | 668 | 5.9% | $24.73万 | 加仓 |
| GRNY | TIDAL TRUST I | $429.60万 | 1.19% | 179,977 | 108,956 | 153.4% | $260.08万 | 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 |
| RSP | INVESCO EXCHANGE TRADED FD T | $398.83万 | 1.10% | 20,781 | 188 | 0.9% | $3.61万 | 加仓 |
| GOOGL | ALPHABET INC | $387.07万 | 1.07% | 13,460 | 665 | 5.2% | $19.12万 | 加仓 |
| AMZN | AMAZON COM INC | $379.77万 | 1.05% | 18,234 | 1,028 | 6.0% | $21.41万 | 加仓 |
| IJH | ISHARES TR | $376.41万 | 1.04% | 55,739 | -2,002 | -3.5% | -$13.52万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $356.39万 | 0.99% | 47,456 | -5,635 | -10.6% | -$42.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $274.43万 | 0.76% | 4,755 | -404 | -7.8% | -$23.32万 | 减仓 |
| QDPL | PACER FDS TR | $266.91万 | 0.74% | 66,497 | 20,699 | 45.2% | $83.08万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $248.63万 | 0.69% | 55,435 | 21,425 | 63.0% | $96.09万 | 加仓 |
| GLD | SPDR GOLD TR | $220.84万 | 0.61% | 5,132 | 3,605 | 236.1% | $155.13万 | 加仓 |
| META | META PLATFORMS INC | $209.55万 | 0.58% | 3,663 | -7 | -0.2% | -$4,004 | 减仓 |
| AVGO | BROADCOM INC | $199.38万 | 0.55% | 6,442 | 396 | 6.5% | $12.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $177.02万 | 0.49% | 6,018 | 415 | 7.4% | $12.21万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $158.40万 | 0.44% | 26,118 | 2,151 | 9.0% | $13.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $145.42万 | 0.40% | 22,694 | 2 | 0.0% | $128 | 加仓 |
| IWF | ISHARES TR | $142.03万 | 0.39% | 3,331 | -72 | -2.1% | -$3.07万 | 减仓 |
| BX | BLACKSTONE INC | $133.33万 | 0.37% | 11,595 | 3,847 | 49.7% | $44.24万 | 加仓 |
| IUSG | ISHARES TR | $127.39万 | 0.35% | 8,213 | -60 | -0.7% | -$9,307 | 减仓 |
| MO | ALTRIA GROUP INC | $122.38万 | 0.34% | 18,546 | 1,277 | 7.4% | $8.43万 | 加仓 |
| EUSA | ISHARES INC | $122.03万 | 0.34% | 11,991 | -649 | -5.1% | -$6.60万 | 减仓 |
| GOOG | ALPHABET INC | $121.82万 | 0.34% | 4,247 | 268 | 6.7% | $7.69万 | 加仓 |
| V | VISA INC | $118.53万 | 0.33% | 3,922 | 472 | 13.7% | $14.27万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $116.07万 | 0.32% | 19,663 | 2,335 | 13.5% | $13.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.02万 | 0.32% | 1,164 | 48 | 4.3% | $4.78万 | 加仓 |
| GLW | CORNING INC | $112.64万 | 0.31% | 8,285 | 50 | 0.6% | $6,798 | 加仓 |
| IWB | ISHARES TR | $110.34万 | 0.31% | 3,094 | 7 | 0.2% | $2,496 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.80万 | 0.30% | 2,291 | -75 | -3.2% | -$3.59万 | 减仓 |
| WMT | WALMART INC | $105.35万 | 0.29% | 8,477 | -128 | -1.5% | -$1.59万 | 减仓 |
| CSCO | CISCO SYS INC | $104.28万 | 0.29% | 13,439 | 2,468 | 22.5% | $19.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $102.68万 | 0.28% | 7,726 | -157 | -2.0% | -$2.09万 | 减仓 |
| MRK | MERCK & CO INC | $100.56万 | 0.28% | 8,360 | 1,896 | 29.3% | $22.81万 | 加仓 |
| BAC | BANK AMERICA CORP | $99.92万 | 0.28% | 20,496 | 4,770 | 30.3% | $23.25万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $89.82万 | 0.25% | 19,690 | 3,937 | 25.0% | $17.96万 | 加仓 |
| LLY | ELI LILLY & CO | $88.83万 | 0.25% | 966 | 87 | 9.9% | $8.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $84.18万 | 0.23% | 9,548 | 9,548 | — | $84.18万 | 新建仓 |
| ABBV | ABBVIE INC | $82.08万 | 0.23% | 3,774 | 470 | 14.2% | $10.22万 | 加仓 |
| IWD | ISHARES TR | $77.39万 | 0.21% | 3,622 | -123 | -3.3% | -$2.63万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $76.55万 | 0.21% | 13,505 | -2,630 | -16.3% | -$14.91万 | 减仓 |
| ASML | ASML HLDG NV | $74.66万 | 0.21% | 565 | 131 | 30.2% | $17.31万 | 加仓 |
| KO | COCA COLA CO | $68.15万 | 0.19% | 8,962 | 1,548 | 20.9% | $11.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.97万 | 0.19% | 13,539 | 1,732 | 14.7% | $8.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $66.19万 | 0.18% | 3,199 | 929 | 40.9% | $19.22万 | 加仓 |
| WFC | WELLS FARGO & CO | $65.86万 | 0.18% | 8,272 | -498 | -5.7% | -$3.96万 | 减仓 |
| AMGN | AMGEN INC | $64.29万 | 0.18% | 1,827 | 496 | 37.3% | $17.45万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $63.48万 | 0.18% | 9,042 | -691 | -7.1% | -$4.85万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.58万 | 0.17% | 2,313 | -591 | -20.4% | -$15.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.36万 | 0.16% | 678 | 13 | 2.0% | $1.10万 | 加仓 |
| HD | HOME DEPOT INC | $57.31万 | 0.16% | 1,743 | 169 | 10.7% | $5.56万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $57.26万 | 0.16% | 1,751 | 12 | 0.7% | $3,924 | 加仓 |
| VB | VANGUARD INDEX FDS | $56.29万 | 0.16% | 2,149 | -1 | -0.0% | -$262 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $53.29万 | 0.15% | 882 | 174 | 24.6% | $10.51万 | 加仓 |
| TSLA | TESLA INC | $52.65万 | 0.15% | 1,416 | -287 | -16.9% | -$10.67万 | 减仓 |
| RY | ROYAL BK CDA | $52.33万 | 0.14% | 3,235 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $51.87万 | 0.14% | 2,444 | 99 | 4.2% | $2.10万 | 加仓 |
| NFLX | NETFLIX INC. | $51.83万 | 0.14% | 5,390 | 193 | 3.7% | $1.86万 | 加仓 |
| WM | WASTE MGMT INC DEL | $50.59万 | 0.14% | 2,202 | 6 | 0.3% | $1,379 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $48.98万 | 0.14% | 2,687 | 8 | 0.3% | $1,458 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $48.80万 | 0.14% | 6,485 | 12 | 0.2% | $903 | 加仓 |
| PFE | PFIZER INC | $48.18万 | 0.13% | 17,157 | 430 | 2.6% | $1.21万 | 加仓 |
| IXUS | ISHARES TR | $47.55万 | 0.13% | 5,489 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.22万 | 0.13% | 12,291 | 1,780 | 16.9% | $6.84万 | 加仓 |
| NOBL | PROSHARES TR | $46.98万 | 0.13% | 4,432 | 20 | 0.5% | $2,120 | 加仓 |
| — | EXXON MOBIL CORP | $43.40万 | 0.12% | 2,558 | 629 | 32.6% | $10.67万 | 加仓 |
| GRMN | GARMIN LTD | $43.32万 | 0.12% | 1,867 | 7 | 0.4% | $1,624 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.20万 | 0.12% | 2,552 | 89 | 3.6% | $1.47万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $40.02万 | 0.11% | 8,721 | 16 | 0.2% | $734 | 加仓 |
| TXN | TEXAS INSTRS INC | $37.34万 | 0.10% | 1,924 | 398 | 26.1% | $7.72万 | 加仓 |
| CAT | CATERPILLAR INC | $37.21万 | 0.10% | 525 | 71 | 15.6% | $5.03万 | 加仓 |
| LIN | LINDE PLC | $36.24万 | 0.10% | 731 | 249 | 51.7% | $12.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.08万 | 0.10% | 2,467 | -457 | -15.6% | -$6.68万 | 减仓 |
| UNP | UNION PAC CORP | $35.25万 | 0.10% | 1,453 | 88 | 6.4% | $2.13万 | 加仓 |
| SMH | VANECK ETF TRUST | $35.14万 | 0.10% | 916 | -6 | -0.7% | -$2,302 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.14万 | 0.09% | 6,746 | -253 | -3.6% | -$1.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.81万 | 0.09% | 866 | 88 | 11.3% | $3.44万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.28万 | 0.09% | 985 | -13 | -1.3% | -$4,393 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.23万 | 0.09% | 848 | 54 | 6.8% | $2.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $32.90万 | 0.09% | 1,677 | 2 | 0.1% | $392 | 加仓 |