Benson Wealth Management INC
OOLTEWAH, TN TN · SEC CIK 0002109863
$7,309.94万2026Q1 申报市值
354持仓数
45.9%前十大占比 · 第一大 8.0%
46 / 41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
GRID 新建仓+$140.02万
AIRR 加仓+$138.84万
SHLD 新建仓+$124.40万
BUFG 加仓+$113.04万
BUFQ 加仓+$108.01万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$710.16万
AMZN 减仓-$249.80万
AIQ 减仓-$158.16万
GOOG 减仓-$144.49万
BAPR 减仓-$134.92万
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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5,990 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6,221 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES F | $6,278 | 0.01% | 69 | 69 | — | $6,278 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6,296 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $6,362 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $6,391 | 0.01% | 79 | -445 | -84.9% | -$3.60万 | 减仓 |
| — | HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6,404 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| SBGSY | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $6,423 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $6,649 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $6,757 | 0.01% | 20 | 2 | 11.1% | $676 | 加仓 |
| LIN | LINDE PLC F | $6,941 | 0.01% | 14 | 14 | — | $6,941 | 新建仓 |
| NWG | NATWEST GROUP PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $7,003 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| E | ENI S P A F | $7,020 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $7,067 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $7,136 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $7,143 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $7,185 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7,192 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | $7,307 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $7,370 | 0.01% | 111 | 111 | — | $7,370 | 新建仓 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $7,440 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S&P REIT INDEX FUND | $7,542 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $7,549 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $7,718 | 0.01% | 124 | -146 | -54.1% | -$9,087 | 减仓 |
| NOW | SERVICENOW INC | $7,841 | 0.01% | 75 | 75 | — | $7,841 | 新建仓 |
| WFC | WELLS FARGO & CO | $7,881 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| — | PACER LUNT LARGE CAP ALTERNATOR ETF | $8,074 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $8,305 | 0.01% | 523 | 523 | — | $8,305 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $8,514 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $8,515 | 0.01% | 96 | -1 | -1.0% | -$89 | 减仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $8,701 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8,729 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF | $8,741 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING AND CONSTRCTN ETF | $8,879 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| DOCT | FT VEST U.S. EQUITY DEEPBUFFER ETF - OCTOBER | $8,903 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $9,532 | 0.01% | 110 | 110 | — | $9,532 | 新建仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $9,682 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $9,707 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| — | PLATINUM GROUP METALS F | $9,735 | 0.01% | 5,500 | 5,500 | — | $9,735 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $1.01万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.02万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $1.03万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC NEW REIT | $1.04万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| — | 2X BITCOIN STRATEGY ETF | $1.05万 | 0.01% | 710 | -1,457 | -67.2% | -$2.15万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $1.05万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.05万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1.06万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $1.06万 | 0.01% | 429 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.08万 | 0.01% | 75 | -11 | -12.8% | -$1,589 | 减仓 |
| DJAN | FT VEST U.S. EQUITY DEEPBUFFER ETF - JANUARY | $1.12万 | 0.02% | 263 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CLASS CLASS A | $1.15万 | 0.02% | 23 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.16万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $1.16万 | 0.02% | 92 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $1.19万 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $1.20万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.20万 | 0.02% | 56 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.25万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.27万 | 0.02% | 132 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.29万 | 0.02% | 122 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $1.44万 | 0.02% | 1,545 | 0 | 0.0% | — | 不变 |
| AGQ | PROSHARES ULTRA SILVER | $1.48万 | 0.02% | 124 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $1.49万 | 0.02% | 136 | 0 | 0.0% | — | 不变 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $1.59万 | 0.02% | 510 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1.66万 | 0.02% | 183 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1.85万 | 0.03% | 200 | 168 | 525.0% | $1.55万 | 加仓 |
| ROKU | ROKU INC CLASS A | $1.89万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $1.90万 | 0.03% | 134 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $1.91万 | 0.03% | 824 | -1,133 | -57.9% | -$2.62万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $1.98万 | 0.03% | 395 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $2.03万 | 0.03% | 884 | -5,703 | -86.6% | -$13.09万 | 减仓 |
| FNK | FIRST TRUST MID CAP VALUE ALPHADEX FUND | $2.03万 | 0.03% | 356 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2.08万 | 0.03% | 184 | 0 | 0.0% | — | 不变 |
| — | GOLDEN VY BANCSHARES INC | $2.40万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $2.56万 | 0.03% | 1,986 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $2.67万 | 0.04% | 58 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $2.69万 | 0.04% | 173 | 0 | 0.0% | — | 不变 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $2.76万 | 0.04% | 488 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.78万 | 0.04% | 304 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CLASS A | $2.80万 | 0.04% | 552 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $2.83万 | 0.04% | 361 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2.84万 | 0.04% | 730 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2.85万 | 0.04% | 489 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA MIDCAP400 | $2.87万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CLASS A | $2.99万 | 0.04% | 661 | -43 | -6.1% | -$1,944 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $3.01万 | 0.04% | 1,213 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONSOLIDAT | $3.05万 | 0.04% | 159 | -8 | -4.8% | -$1,534 | 减仓 |
| INTC | INTEL CORP | $3.06万 | 0.04% | 694 | -6 | -0.9% | -$265 | 减仓 |
| BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | $3.09万 | 0.04% | 923 | 0 | 0.0% | — | 不变 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $3.14万 | 0.04% | 765 | -2,023 | -72.6% | -$8.31万 | 减仓 |
| COMP | COMPASS INC CLASS CLASS A | $3.22万 | 0.04% | 4,400 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $3.26万 | 0.04% | 99 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $3.26万 | 0.04% | 1,430 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF FEBRUARY | $3.42万 | 0.05% | 1,442 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $3.59万 | 0.05% | 39 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $3.64万 | 0.05% | 56 | 24 | 75.0% | $1.56万 | 加仓 |
| — | FT VEST BITCOIN STRATEGY& TARGET INCOME ETF | $3.70万 | 0.05% | 2,783 | -9,573 | -77.5% | -$12.73万 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $4.14万 | 0.06% | 163 | 163 | — | $4.14万 | 新建仓 |
| CEG | CONSTELLATION ENERGY COR | $4.19万 | 0.06% | 150 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $4.24万 | 0.06% | 1,181 | 1,181 | — | $4.24万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 | $4.36万 | 0.06% | 1,579 | -47 | -2.9% | -$1,299 | 减仓 |