L.K. Benson & Company, P.C.
TIMONIUM MD · SEC CIK 0002055235
$3.02亿2026Q1 申报市值
113持仓数
65.2%前十大占比 · 第一大 41.7%
3 / 0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
TROW 加仓+$9,847.65万
SCHR 加仓+$158.75万
VTI 加仓+$104.20万
EA SERIES TRUST 加仓+$96.54万
BND 加仓+$72.93万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$21.68万
VTEB 减仓-$11.23万
VNQ 减仓-$9.65万
DIMENSIONAL ETF 减仓-$9.18万
VTV 减仓-$7.73万
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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $1.26亿 | 41.68% | 1,398,751 | 1,092,484 | 356.7% | $9,847.65万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,287.50万 | 4.26% | 166,972 | 3,272 | 2.0% | $25.23万 | 加仓 |
| — | EA SERIES TRUST | $1,131.49万 | 3.74% | 471,357 | 40,218 | 9.3% | $96.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $935.92万 | 3.09% | 29,174 | 3,248 | 12.5% | $104.20万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $784.32万 | 2.59% | 106,507 | 9,903 | 10.3% | $72.93万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $719.71万 | 2.38% | 288,924 | 63,729 | 28.3% | $158.75万 | 加仓 |
| CAOS | EA SERIES TRUST | $698.96万 | 2.31% | 77,012 | 7,397 | 10.6% | $67.14万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $670.37万 | 2.22% | 270,856 | -1,914 | -0.7% | -$4.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $464.54万 | 1.54% | 7,775 | 55 | 0.7% | $3.29万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $435.69万 | 1.44% | 21,172 | 1,438 | 7.3% | $29.59万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $407.00万 | 1.35% | 77,113 | 143 | 0.2% | $7,548 | 加仓 |
| IVV | ISHARES TR | $397.12万 | 1.31% | 6,081 | 63 | 1.0% | $4.11万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $388.14万 | 1.28% | 54,738 | 78 | 0.1% | $5,531 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $378.92万 | 1.25% | 75,951 | -2,251 | -2.9% | -$11.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $351.70万 | 1.16% | 11,770 | 940 | 8.7% | $28.09万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $331.84万 | 1.10% | 30,039 | -136 | -0.5% | -$1.50万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $312.60万 | 1.03% | 15,932 | -394 | -2.4% | -$7.73万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $265.49万 | 0.88% | 31,293 | -141 | -0.4% | -$1.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $258.06万 | 0.85% | 88,741 | -117 | -0.1% | -$3,402 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $252.56万 | 0.83% | 39,411 | 8,665 | 28.2% | $55.53万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $228.12万 | 0.75% | 46,622 | -1,505 | -3.1% | -$7.36万 | 减仓 |
| AGG | ISHARES TR | $226.87万 | 0.75% | 22,853 | 106 | 0.5% | $1.05万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $218.19万 | 0.72% | 85,099 | 131 | 0.2% | $3,359 | 加仓 |
| QVAL | EA SERIES TRUST | $198.13万 | 0.65% | 37,998 | 4,117 | 12.2% | $21.47万 | 加仓 |
| QMOM | EA SERIES TRUST | $184.92万 | 0.61% | 27,071 | 3,021 | 12.6% | $20.64万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $181.86万 | 0.60% | 13,146 | 230 | 1.8% | $3.18万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $171.83万 | 0.57% | 48,120 | 177 | 0.4% | $6,321 | 加仓 |
| SUB | ISHARES TR | $169.04万 | 0.56% | 15,872 | 429 | 2.8% | $4.57万 | 加仓 |
| WMT | WALMART INC | $166.78万 | 0.55% | 13,420 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $166.61万 | 0.55% | 20,675 | 230 | 1.1% | $1.85万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $160.89万 | 0.53% | 38,732 | 188 | 0.5% | $7,809 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $154.85万 | 0.51% | 15,508 | -129 | -0.8% | -$1.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $128.38万 | 0.42% | 16,373 | 80 | 0.5% | $6,273 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $126.81万 | 0.42% | 47,656 | -635 | -1.3% | -$1.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $126.70万 | 0.42% | 20,289 | 53 | 0.3% | $3,310 | 加仓 |
| AAPL | APPLE INC | $123.14万 | 0.41% | 4,852 | -15 | -0.3% | -$3,807 | 减仓 |
| AAUS | EA SERIES TRUST | $122.78万 | 0.41% | 23,439 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $114.79万 | 0.38% | 34,839 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $113.61万 | 0.38% | 45,263 | 39 | 0.1% | $979 | 加仓 |
| — | AMERICAN CENTY ETF TR | $112.83万 | 0.37% | 24,639 | 541 | 2.2% | $2.48万 | 加仓 |
| ITOT | ISHARES TR | $111.75万 | 0.37% | 7,846 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $109.80万 | 0.36% | 21,981 | 2,413 | 12.3% | $12.05万 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.04万 | 0.36% | 4,162 | -10 | -0.2% | -$2,620 | 减仓 |
| MTB | M & T BK CORP | $106.77万 | 0.35% | 5,165 | 12 | 0.2% | $2,481 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $102.31万 | 0.34% | 11,535 | -1,088 | -8.6% | -$9.65万 | 减仓 |
| — | EA SERIES TRUST | $101.97万 | 0.34% | 30,027 | 2,131 | 7.6% | $7.24万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $100.75万 | 0.33% | 13,407 | 12 | 0.1% | $902 | 加仓 |
| — | EA SERIES TRUST | $96.74万 | 0.32% | 24,288 | 1,401 | 6.1% | $5.58万 | 加仓 |
| FRDM | EA SERIES TRUST | $95.28万 | 0.31% | 17,435 | -139 | -0.8% | -$7,597 | 减仓 |
| SGOV | ISHARES TR | $90.99万 | 0.30% | 9,039 | 1,808 | 25.0% | $18.20万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $88.36万 | 0.29% | 18,389 | 51 | 0.3% | $2,451 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.11万 | 0.28% | 1,324 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $85.23万 | 0.28% | 10,322 | 978 | 10.5% | $8.08万 | 加仓 |
| SMMD | ISHARES TR | $85.11万 | 0.28% | 11,147 | 5 | 0.0% | $382 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $84.30万 | 0.28% | 15,596 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $82.86万 | 0.27% | 16,263 | 78 | 0.5% | $3,974 | 加仓 |
| MUB | ISHARES TR | $81.14万 | 0.27% | 7,644 | 14 | 0.2% | $1,486 | 加仓 |
| SHM | SPDR SERIES TRUST | $79.75万 | 0.26% | 16,673 | 6,401 | 62.3% | $30.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $74.85万 | 0.25% | 2,022 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $74.43万 | 0.25% | 26,725 | 99 | 0.4% | $2,757 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $72.85万 | 0.24% | 30,018 | 152 | 0.5% | $3,689 | 加仓 |
| SMMU | PIMCO ETF TR | $71.38万 | 0.24% | 14,148 | 39 | 0.3% | $1,968 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $65.84万 | 0.22% | 7,000 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $65.57万 | 0.22% | 5,897 | 10 | 0.2% | $1,112 | 加仓 |
| GLD | SPDR GOLD TR | $64.29万 | 0.21% | 1,494 | 351 | 30.7% | $15.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.51万 | 0.21% | 2,620 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $60.90万 | 0.20% | 7,871 | 354 | 4.7% | $2.74万 | 加仓 |
| — | EXXON MOBIL CORP | $55.85万 | 0.18% | 3,292 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $55.48万 | 0.18% | 14,241 | -48 | -0.3% | -$1,870 | 减仓 |
| FALN | ISHARES TR | $55.10万 | 0.18% | 20,620 | 127 | 0.6% | $3,394 | 加仓 |
| BOND | PIMCO ETF TR | $52.70万 | 0.17% | 5,711 | 5 | 0.1% | $461 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $52.17万 | 0.17% | 5,159 | 17 | 0.3% | $1,719 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $51.03万 | 0.17% | 6,166 | 3,092 | 100.6% | $25.59万 | 加仓 |
| AOM | ISHARES TR | $49.10万 | 0.16% | 10,365 | 10,365 | — | $49.10万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.82万 | 0.15% | 2,177 | 2 | 0.1% | $430 | 加仓 |
| AMLP | ALPS ETF TR | $46.67万 | 0.15% | 8,866 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $46.53万 | 0.15% | 4,785 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.81万 | 0.15% | 956 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $45.67万 | 0.15% | 13,487 | 19 | 0.1% | $643 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $45.25万 | 0.15% | 3,055 | 2 | 0.1% | $296 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $45.01万 | 0.15% | 7,689 | -3,703 | -32.5% | -$21.68万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $43.74万 | 0.14% | 7,140 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $42.35万 | 0.14% | 28,254 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $41.92万 | 0.14% | 3,605 | 1 | 0.0% | $116 | 加仓 |
| ABBV | ABBVIE INC | $41.15万 | 0.14% | 1,892 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $38.96万 | 0.13% | 1,325 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $38.74万 | 0.13% | 1,349 | -13 | -1.0% | -$3,734 | 减仓 |
| GOOG | ALPHABET INC | $38.70万 | 0.13% | 1,349 | 11 | 0.8% | $3,155 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.54万 | 0.13% | 1,577 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $37.94万 | 0.13% | 10,827 | -2,621 | -19.5% | -$9.18万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $35.71万 | 0.12% | 71,990 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $32.86万 | 0.11% | 4,979 | 7 | 0.1% | $462 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $32.48万 | 0.11% | 8,985 | 3 | 0.0% | $108 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.21万 | 0.11% | 558 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $31.49万 | 0.10% | 6,979 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $30.65万 | 0.10% | 2,392 | -425 | -15.1% | -$5.45万 | 减仓 |
| SDY | SPDR SERIES TRUST | $28.72万 | 0.09% | 1,968 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $28.50万 | 0.09% | 3,747 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC | $27.72万 | 0.09% | 5,571 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.65万 | 0.09% | 7,115 | 18 | 0.3% | $700 | 加仓 |