Benchmark Financial, LLC
WILMINGTON DE · SEC CIK 0002107260
$1.11亿2026Q1 申报市值
52持仓数
69.5%前十大占比 · 第一大 14.2%
5 / 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
SPYG 加仓+$195.51万
VCIT 加仓+$169.50万
IEI 加仓+$125.60万
IEF 加仓+$112.22万
JPST 加仓+$93.33万
2026Q1 卖出最多 按季末市值估算
JNJ 减仓-$4.89万
AMZN 减仓-$3.12万
JEPQ 减仓-$9,438
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $1,578.01万 | 14.16% | 161,170 | 19,968 | 14.1% | $195.51万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,458.21万 | 13.09% | 176,219 | 20,484 | 13.2% | $169.50万 | 加仓 |
| NOBL | PROSHARES TR | $787.99万 | 7.07% | 74,331 | 6,520 | 9.6% | $69.12万 | 加仓 |
| IEI | ISHARES TR | $770.66万 | 6.92% | 64,980 | 10,590 | 19.5% | $125.60万 | 加仓 |
| IEF | ISHARES TR | $694.56万 | 6.23% | 72,774 | 11,758 | 19.3% | $112.22万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $677.75万 | 6.08% | 148,467 | 20,314 | 15.9% | $92.73万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $495.98万 | 4.45% | 87,660 | 13,108 | 17.6% | $74.17万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $483.41万 | 4.34% | 193,518 | 25,022 | 14.9% | $62.50万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $410.87万 | 3.69% | 69,380 | 6,209 | 9.8% | $36.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $388.30万 | 3.48% | 68,508 | 5,278 | 8.3% | $29.92万 | 加仓 |
| IWY | ISHARES TR | $302.71万 | 2.72% | 12,165 | 155 | 1.3% | $3.86万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $279.29万 | 2.51% | 43,584 | 3,511 | 8.8% | $22.50万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $222.63万 | 2.00% | 48,325 | 5,315 | 12.4% | $24.49万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $209.37万 | 1.88% | 18,899 | 3,264 | 20.9% | $36.16万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $199.25万 | 1.79% | 39,369 | 18,440 | 88.1% | $93.33万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $168.53万 | 1.51% | 48,750 | 3,715 | 8.2% | $12.84万 | 加仓 |
| INDA | ISHARES TR | $135.39万 | 1.21% | 28,904 | 3,077 | 11.9% | $14.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $127.99万 | 1.15% | 3,458 | 101 | 3.0% | $3.74万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $123.77万 | 1.11% | 25,937 | 193 | 0.7% | $9,210 | 加仓 |
| VOO | VANGUARD INDEX FDS | $114.01万 | 1.02% | 1,908 | 50 | 2.7% | $2.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.68万 | 0.97% | 2,247 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $105.52万 | 0.95% | 124,000 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $101.88万 | 0.91% | 59,542 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $90.04万 | 0.81% | 52,500 | 2,500 | 5.0% | $4.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $79.45万 | 0.71% | 797 | 54 | 7.3% | $5.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $77.72万 | 0.70% | 1,195 | 1 | 0.1% | $650 | 加仓 |
| ESGE | ISHARES INC | $70.51万 | 0.63% | 15,508 | 1,000 | 6.9% | $4.55万 | 加仓 |
| INCY | INCYTE CORP | $70.08万 | 0.63% | 7,446 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $65.65万 | 0.59% | 13,158 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $61.71万 | 0.55% | 1,660 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $60.57万 | 0.54% | 2,478 | -200 | -7.5% | -$4.89万 | 减仓 |
| AAPL | APPLE INC | $50.99万 | 0.46% | 2,009 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $48.36万 | 0.43% | 3,664 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.38万 | 0.39% | 8,025 | 1,315 | 19.6% | $7.11万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $39.22万 | 0.35% | 7,758 | 7,758 | — | $39.22万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.71万 | 0.35% | 6,972 | -170 | -2.4% | -$9,438 | 减仓 |
| BSY | BENTLEY SYS INC | $37.19万 | 0.33% | 10,590 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $35.73万 | 0.32% | 1,961 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $32.76万 | 0.29% | 1,573 | -150 | -8.7% | -$3.12万 | 减仓 |
| GOOGL | ALPHABET INC | $32.59万 | 0.29% | 1,133 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $29.20万 | 0.26% | 2,902 | 150 | 5.5% | $1.51万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $28.56万 | 0.26% | 5,740 | 5,740 | — | $28.56万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $28.29万 | 0.25% | 1,080 | 1,080 | — | $28.29万 | 新建仓 |
| LLY | ELI LILLY & CO | $27.23万 | 0.24% | 296 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $25.19万 | 0.23% | 680 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.28万 | 0.22% | 1,129 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $22.72万 | 0.20% | 1,465 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $21.45万 | 0.19% | 2,161 | 2,161 | — | $21.45万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.69万 | 0.19% | 1,000 | 1,000 | — | $20.69万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $20.59万 | 0.18% | 5,726 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $11.90万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $5.34万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |