L.K. Benson & Company, P.C.
TIMONIUM MD · SEC CIK 0002055235
$3.32亿2026Q2 申报市值
115持仓数
65.0%前十大占比 · 第一大 41.3%
5 / 5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
EA SERIES TRUST 加仓+$109.28万
AOK 新建仓+$97.14万
CAOS 加仓+$73.43万
VCSH 新建仓+$67.97万
IEI 新建仓+$59.95万
2026Q2 卖出最多 按季末市值估算
TROW 减仓-$2,219.98万
DFAU 清仓-$31.49万
SDY 清仓-$28.72万
ABT 清仓-$25.50万
SCHF 减仓-$23.80万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,979 | -100.0% | -$31.49万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,968 | -100.0% | -$28.72万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,484 | -100.0% | -$25.50万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,562 | -100.0% | -$23.52万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,860 | -100.0% | -$22.37万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13.39万 | 0.04% | 15,640 | 235 | 1.5% | $2,012 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $20.24万 | 0.06% | 2,638 | 28 | 1.1% | $2,148 | 加仓 |
| NVDA | NVIDIA CORPORATION | $21.61万 | 0.07% | 1,080 | 1,080 | — | $21.61万 | 新建仓 |
| LLY | ELI LILLY & CO | $22.81万 | 0.07% | 190 | 0 | 0.0% | — | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $22.86万 | 0.07% | 1,200 | 1,200 | — | $22.86万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $23.18万 | 0.07% | 2,691 | 2,243 | 500.7% | $19.32万 | 重新持有 |
| BA | BOEING CO | $23.53万 | 0.07% | 1,087 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $24.44万 | 0.07% | 3,169 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $25.27万 | 0.08% | 2,616 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $25.40万 | 0.08% | 4,830 | 40 | 0.8% | $2,104 | 加仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $26.19万 | 0.08% | 5,488 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $26.41万 | 0.08% | 2,542 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $27.73万 | 0.08% | 5,571 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $27.98万 | 0.08% | 3,791 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $30.17万 | 0.09% | 5,818 | -3,048 | -34.4% | -$15.80万 | 减仓 |
| KO | COCA COLA CO | $30.45万 | 0.09% | 3,747 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $31.13万 | 0.09% | 9,021 | 36 | 0.4% | $1,242 | 加仓 |
| LRGF | ISHARES TR | $31.24万 | 0.09% | 4,130 | -849 | -17.1% | -$6.42万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $31.24万 | 0.09% | 5,883 | -1,257 | -17.6% | -$6.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.64万 | 0.10% | 7,133 | 18 | 0.3% | $798 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $32.60万 | 0.10% | 7,435 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $33.40万 | 0.10% | 2,281 | -111 | -4.6% | -$1.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.05万 | 0.12% | 1,577 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $40.49万 | 0.12% | 10,438 | -389 | -3.6% | -$1.51万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $40.96万 | 0.12% | 2,592 | -463 | -15.2% | -$7.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $41.09万 | 0.12% | 558 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $42.33万 | 0.13% | 71,995 | 5 | 0.0% | $29 | 加仓 |
| BOXX | EA SERIES TRUST | $42.48万 | 0.13% | 3,628 | 23 | 0.6% | $2,693 | 加仓 |
| NMRK | NEWMARK GROUP INC | $42.69万 | 0.13% | 28,254 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $43.36万 | 0.13% | 1,325 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $43.55万 | 0.13% | 5,406 | 10 | 0.2% | $806 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $44.85万 | 0.14% | 7,706 | 17 | 0.2% | $989 | 加仓 |
| — | EXXON MOBIL CORP | $45.01万 | 0.14% | 3,292 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $47.61万 | 0.14% | 1,892 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.84万 | 0.14% | 956 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $50.04万 | 0.15% | 6,054 | -112 | -1.8% | -$9,257 | 减仓 |
| GLD | SPDR GOLD TR | $50.10万 | 0.15% | 1,360 | -134 | -9.0% | -$4.94万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.55万 | 0.16% | 2,178 | 1 | 0.0% | $237 | 加仓 |
| BOND | PIMCO ETF TR | $52.45万 | 0.16% | 5,687 | -24 | -0.4% | -$2,213 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $52.50万 | 0.16% | 5,183 | 24 | 0.5% | $2,431 | 加仓 |
| IWR | ISHARES TR | $52.79万 | 0.16% | 4,785 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $55.98万 | 0.17% | 13,921 | 434 | 3.2% | $1.75万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $56.06万 | 0.17% | 13,591 | -650 | -4.6% | -$2.68万 | 减仓 |
| GOOG | ALPHABET INC | $56.25万 | 0.17% | 1,592 | 243 | 18.0% | $8.59万 | 加仓 |
| IEI | ISHARES TR | $59.95万 | 0.18% | 5,104 | 5,104 | — | $59.95万 | 新建仓 |
| FALN | ISHARES TR | $60.38万 | 0.18% | 22,164 | 1,544 | 7.5% | $4.21万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $61.14万 | 0.18% | 7,916 | 45 | 0.6% | $3,476 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $67.97万 | 0.21% | 8,600 | 8,600 | — | $67.97万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $69.27万 | 0.21% | 28,697 | -1,321 | -4.4% | -$3.19万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $69.58万 | 0.21% | 7,000 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $71.49万 | 0.22% | 14,329 | 3,964 | 38.2% | $19.78万 | 加仓 |
| SMMU | PIMCO ETF TR | $71.65万 | 0.22% | 14,188 | 40 | 0.3% | $2,020 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.68万 | 0.22% | 2,620 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $73.70万 | 0.22% | 5,754 | -143 | -2.4% | -$1.83万 | 减仓 |
| SHM | SPDR SERIES TRUST | $75.72万 | 0.23% | 15,787 | -886 | -5.3% | -$4.25万 | 减仓 |
| FLOT | ISHARES TR | $81.58万 | 0.25% | 15,982 | -281 | -1.7% | -$1.43万 | 减仓 |
| MUB | ISHARES TR | $82.47万 | 0.25% | 7,663 | 19 | 0.2% | $2,045 | 加仓 |
| MSFT | MICROSOFT CORP | $82.59万 | 0.25% | 2,214 | 192 | 9.5% | $7.16万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $83.41万 | 0.25% | 26,818 | 93 | 0.3% | $2,892 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $89.19万 | 0.27% | 18,416 | 27 | 0.1% | $1,308 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $93.14万 | 0.28% | 15,603 | 7 | 0.0% | $418 | 加仓 |
| — | EA SERIES TRUST | $96.28万 | 0.29% | 28,262 | -1,765 | -5.9% | -$6.01万 | 减仓 |
| SGOV | ISHARES TR | $96.66万 | 0.29% | 9,602 | 563 | 6.2% | $5.67万 | 加仓 |
| AOK | ISHARES TR | $97.14万 | 0.29% | 23,418 | 23,418 | — | $97.14万 | 新建仓 |
| — | EA SERIES TRUST | $98.72万 | 0.30% | 22,812 | -1,476 | -6.1% | -$6.39万 | 减仓 |
| SMMD | ISHARES TR | $98.73万 | 0.30% | 10,774 | -373 | -3.3% | -$3.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.25万 | 0.30% | 1,329 | 5 | 0.4% | $3,734 | 加仓 |
| FRDM | EA SERIES TRUST | $106.37万 | 0.32% | 14,589 | -2,846 | -16.3% | -$20.75万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $108.47万 | 0.33% | 23,286 | -1,353 | -5.5% | -$6.30万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $109.43万 | 0.33% | 11,348 | -187 | -1.6% | -$1.80万 | 减仓 |
| SHY | ISHARES TR | $114.90万 | 0.35% | 13,993 | 3,671 | 35.6% | $30.14万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $116.69万 | 0.35% | 23,233 | 1,252 | 5.7% | $6.29万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $118.35万 | 0.36% | 44,662 | -2,994 | -6.3% | -$7.93万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $122.71万 | 0.37% | 16,062 | 2,655 | 19.8% | $20.28万 | 加仓 |
| MTB | M & T BK CORP | $123.20万 | 0.37% | 5,177 | 12 | 0.2% | $2,856 | 加仓 |
| ITOT | ISHARES TR | $124.83万 | 0.38% | 7,599 | -247 | -3.1% | -$4.06万 | 减仓 |
| VB | VANGUARD INDEX FDS | $126.23万 | 0.38% | 4,164 | 2 | 0.0% | $606 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $127.08万 | 0.38% | 35,049 | 210 | 0.6% | $7,614 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $129.84万 | 0.39% | 16,667 | 294 | 1.8% | $2.29万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $131.18万 | 0.40% | 45,297 | 34 | 0.1% | $985 | 加仓 |
| AAUS | EA SERIES TRUST | $140.04万 | 0.42% | 23,439 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $141.76万 | 0.43% | 20,280 | -9 | -0.0% | -$629 | 减仓 |
| AAPL | APPLE INC | $149.34万 | 0.45% | 5,161 | 309 | 6.4% | $8.94万 | 加仓 |
| WMT | WALMART INC | $151.99万 | 0.46% | 13,420 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $158.43万 | 0.48% | 15,374 | -134 | -0.9% | -$1.38万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $162.50万 | 0.49% | 39,242 | 510 | 1.3% | $2.11万 | 加仓 |
| SUB | ISHARES TR | $169.14万 | 0.51% | 15,887 | 15 | 0.1% | $1,597 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $190.95万 | 0.58% | 48,292 | 172 | 0.4% | $6,801 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $197.81万 | 0.60% | 20,500 | -175 | -0.8% | -$1.69万 | 减仓 |
| QMOM | EA SERIES TRUST | $198.37万 | 0.60% | 25,196 | -1,875 | -6.9% | -$14.76万 | 减仓 |
| QVAL | EA SERIES TRUST | $203.09万 | 0.61% | 36,625 | -1,373 | -3.6% | -$7.61万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $213.96万 | 0.65% | 13,632 | 486 | 3.7% | $7.63万 | 加仓 |
| AGG | ISHARES TR | $227.86万 | 0.69% | 23,021 | 168 | 0.7% | $1.66万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $246.16万 | 0.74% | 46,656 | 34 | 0.1% | $1,794 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $250.78万 | 0.76% | 85,214 | 115 | 0.1% | $3,384 | 加仓 |