Benchmark Financial, LLC
WILMINGTON DE · SEC CIK 0002107260
$1.23亿2026Q2 申报市值
54持仓数
67.8%前十大占比 · 第一大 15.7%
4 / 3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
ROCY 新建仓+$178.57万
IQQQ 新建仓+$166.49万
TBUX 加仓+$160.53万
BSY 加仓+$49.55万
IREN 新建仓+$27.44万
2026Q2 卖出最多 按季末市值估算
JEPI 减仓-$153.13万
INDA 清仓-$135.39万
CLSK 清仓-$105.52万
CVX 清仓-$20.69万
SPYV 减仓-$9.42万
2026Q2 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 | $1,930.55万 | 15.73% | 162,245 | 1,075 | 0.7% | $12.79万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,482.95万 | 12.09% | 179,426 | 3,207 | 1.8% | $26.51万 | 加仓 |
| NOBL | PROSHARES TR | $838.28万 | 6.83% | 149,267 | 605 | 0.4% | $3.40万 | 加仓 |
| IEI | ISHARES TR | $779.96万 | 6.36% | 66,408 | 1,428 | 2.2% | $16.77万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $746.41万 | 6.08% | 148,127 | -340 | -0.2% | -$1.71万 | 减仓 |
| IEF | ISHARES TR | $698.05万 | 5.69% | 73,813 | 1,039 | 1.4% | $9.83万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $523.46万 | 4.27% | 86,110 | -1,550 | -1.8% | -$9.42万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $496.07万 | 4.04% | 198,189 | 4,671 | 2.4% | $11.69万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $459.51万 | 3.74% | 68,015 | -1,365 | -2.0% | -$9.22万 | 减仓 |
| IWY | ISHARES TR | $359.32万 | 2.93% | 12,364 | 199 | 1.6% | $5.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $328.51万 | 2.68% | 46,107 | 2,523 | 5.8% | $17.98万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $259.50万 | 2.11% | 19,474 | 575 | 3.0% | $7.66万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $245.17万 | 2.00% | 53,239 | 4,914 | 10.2% | $22.63万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $233.81万 | 1.91% | 41,396 | -27,112 | -39.6% | -$153.13万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $195.83万 | 1.60% | 38,724 | -645 | -1.6% | -$3.26万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $189.10万 | 1.54% | 37,994 | 32,254 | 561.9% | $160.53万 | 加仓 |
| ROCY | J P MORGAN EXCHANGE TRADED F | $178.57万 | 1.46% | 32,965 | 32,965 | — | $178.57万 | 新建仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $167.81万 | 1.37% | 48,654 | -96 | -0.2% | -$3,311 | 减仓 |
| IQQQ | PROSHARES TR | $166.49万 | 1.36% | 32,773 | 32,773 | — | $166.49万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $129.19万 | 1.05% | 1,881 | -27 | -1.4% | -$1.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $125.21万 | 1.02% | 3,357 | -101 | -2.9% | -$3.77万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $119.88万 | 0.98% | 25,360 | -577 | -2.2% | -$2.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $112.44万 | 0.92% | 2,247 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $99.44万 | 0.81% | 59,542 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $96.94万 | 0.79% | 52,600 | 100 | 0.2% | $1,843 | 加仓 |
| ESGE | ISHARES INC | $94.30万 | 0.77% | 17,243 | 1,735 | 11.2% | $9.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.31万 | 0.73% | 1,196 | 1 | 0.1% | $747 | 加仓 |
| INCY | INCYTE CORP | $84.41万 | 0.69% | 7,446 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $81.21万 | 0.66% | 27,168 | 16,578 | 156.5% | $49.55万 | 加仓 |
| TSLA | TESLA INC | $72.76万 | 0.59% | 1,730 | 70 | 4.2% | $2.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.04万 | 0.58% | 759 | -38 | -4.8% | -$3.56万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $66.95万 | 0.55% | 13,237 | 79 | 0.6% | $3,996 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.93万 | 0.51% | 2,478 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $61.03万 | 0.50% | 2,109 | 100 | 5.0% | $2.89万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.40万 | 0.46% | 9,449 | 1,424 | 17.7% | $8.50万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $42.26万 | 0.34% | 8,328 | 570 | 7.3% | $2.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $41.07万 | 0.33% | 1,355 | 275 | 25.5% | $8.34万 | 加仓 |
| GOOGL | ALPHABET INC | $40.25万 | 0.33% | 1,126 | -7 | -0.6% | -$2,502 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $39.64万 | 0.32% | 6,450 | -522 | -7.5% | -$3.21万 | 减仓 |
| IJK | ISHARES TR | $39.09万 | 0.32% | 3,327 | 425 | 14.6% | $4.99万 | 加仓 |
| AMZN | AMAZON COM INC | $38.87万 | 0.32% | 1,631 | 58 | 3.7% | $1.38万 | 加仓 |
| COP | CONOCOPHILLIPS | $38.02万 | 0.31% | 3,657 | -7 | -0.2% | -$728 | 减仓 |
| PSX | PHILLIPS 66 | $33.15万 | 0.27% | 1,961 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $33.10万 | 0.27% | 276 | -20 | -6.8% | -$2.40万 | 减仓 |
| IWV | ISHARES TR | $28.98万 | 0.24% | 680 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $27.56万 | 0.22% | 1,465 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $27.44万 | 0.22% | 6,000 | 6,000 | — | $27.44万 | 新建仓 |
| AVGO | BROADCOM INC | $27.11万 | 0.22% | 718 | 718 | — | $27.11万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.73万 | 0.22% | 1,130 | 1 | 0.1% | $237 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $23.24万 | 0.19% | 5,726 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $22.35万 | 0.18% | 604 | 2 | 0.3% | $740 | 重新持有 |
| AGG | ISHARES TR | $20.31万 | 0.17% | 2,052 | -109 | -5.0% | -$1.08万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $11.95万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $6.12万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -28,904 | -100.0% | -$135.39万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -124,000 | -100.0% | -$105.52万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.69万 | 清仓 |