Benson Wealth Management INC
OOLTEWAH, TN TN · SEC CIK 0002109863
$9,938.87万2026Q2 申报市值
367持仓数
47.2%前十大占比 · 第一大 13.1%
34 / 24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
QQQ 加仓+$559.66万
AIRR 加仓+$448.33万
BUFB 加仓+$358.15万
BUFD 加仓+$194.17万
VOLT 新建仓+$170.90万
2026Q2 卖出最多 按季末市值估算
FT VEST NASDAQ-1 减仓-$212.10万
BUFG 减仓-$123.54万
BUFQ 减仓-$121.32万
DNOV 减仓-$116.45万
SHLD 减仓-$99.05万
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 |
|---|---|---|---|---|---|---|---|---|
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $5.22万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MAY | $5.04万 | 0.05% | 2,515 | 2,515 | — | $5.04万 | 新建仓 |
| — | EXXON MOBIL CORP | $4.96万 | 0.05% | 363 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF | $4.86万 | 0.05% | 1,908 | 1,908 | — | $4.86万 | 新建仓 |
| — | FT VEST U.S. EQUITY DUALDIRECTIONAL BUFFER ETF -FEBRUARY | $4.75万 | 0.05% | 1,497 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $4.68万 | 0.05% | 39 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $4.62万 | 0.05% | 396 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 | $4.48万 | 0.05% | 1,579 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $4.47万 | 0.04% | 1,524 | 94 | 6.6% | $2,757 | 加仓 |
| COKE | COCA COLA CONSOLIDAT | $4.39万 | 0.04% | 230 | 71 | 44.7% | $1.36万 | 加仓 |
| AVGO | BROADCOM INC | $4.04万 | 0.04% | 107 | 73 | 214.7% | $2.76万 | 加仓 |
| BROS | DUTCH BROS INC CLASS A | $3.96万 | 0.04% | 552 | 0 | 0.0% | — | 不变 |
| XE | X-ENERGY INC CLASS A | $3.93万 | 0.04% | 2,143 | 2,143 | — | $3.93万 | 新建仓 |
| TEM | TEMPUS AI INC CLASS A | $3.83万 | 0.04% | 661 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA MIDCAP400 | $3.68万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF FEBRUARY | $3.61万 | 0.04% | 1,377 | -65 | -4.5% | -$1,706 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $3.58万 | 0.04% | 48 | -8 | -14.3% | -$5,974 | 减仓 |
| VST | VISTRA CORP | $3.52万 | 0.04% | 222 | 222 | — | $3.52万 | 新建仓 |
| HD | HOME DEPOT INC | $3.49万 | 0.04% | 99 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $3.33万 | 0.03% | 489 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $3.29万 | 0.03% | 1,213 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $3.28万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $3.22万 | 0.03% | 732 | -33 | -4.3% | -$1,453 | 减仓 |
| BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | $3.16万 | 0.03% | 923 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $3.05万 | 0.03% | 1,246 | -740 | -37.3% | -$1.81万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3.01万 | 0.03% | 730 | 0 | 0.0% | — | 不变 |
| BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | $3.00万 | 0.03% | 1,024 | -42,141 | -97.6% | -$123.54万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $2.97万 | 0.03% | 361 | 0 | 0.0% | — | 不变 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $2.93万 | 0.03% | 488 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC CLASS A | $2.76万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| — | FIRST TR INDXX INNOVATIVE TRNS & PROC ETF | $2.62万 | 0.03% | 407 | -9,784 | -96.0% | -$62.86万 | 减仓 |
| — | GOLDEN VY BANCSHARES INC | $2.57万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2.53万 | 0.03% | 184 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC CLASS A | $2.50万 | 0.03% | 251 | 251 | — | $2.50万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2.42万 | 0.02% | 21 | 1 | 5.0% | $1,154 | 加仓 |
| CLSK | CLEANSPARK INC | $2.36万 | 0.02% | 1,621 | -7,218 | -81.7% | -$10.50万 | 减仓 |
| PEP | PEPSICO INC | $2.34万 | 0.02% | 173 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $2.31万 | 0.02% | 58 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $2.20万 | 0.02% | 422 | 422 | — | $2.20万 | 新建仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $2.19万 | 0.02% | 134 | 0 | 0.0% | — | 不变 |
| FNK | FIRST TRUST MID CAP VALUE ALPHADEX FUND | $2.18万 | 0.02% | 356 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $2.11万 | 0.02% | 884 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $2.09万 | 0.02% | 824 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY COR | $1.86万 | 0.02% | 75 | -75 | -50.0% | -$1.86万 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $1.83万 | 0.02% | 136 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1.77万 | 0.02% | 183 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.74万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $1.72万 | 0.02% | 510 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $1.68万 | 0.02% | 59 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $1.67万 | 0.02% | 395 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW CLASS A | $1.62万 | 0.02% | 92 | 0 | 0.0% | — | 不变 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $1.56万 | 0.02% | 397 | -30,894 | -98.7% | -$121.32万 | 减仓 |
| NOW | SERVICENOW INC | $1.47万 | 0.01% | 148 | 73 | 97.3% | $7,247 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.47万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.37万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $1.36万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.36万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $1.32万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC NEW REIT | $1.29万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $1.28万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF | $1.28万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.26万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.26万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $1.21万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| DJAN | FT VEST U.S. EQUITY DEEPBUFFER ETF - JANUARY | $1.20万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CLASS A | $1.18万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.17万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $1.13万 | 0.01% | 66 | 66 | — | $1.13万 | 新建仓 |
| — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $1.11万 | 0.01% | 429 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY DEEPBUFFER ETF - JUNE | $1.10万 | 0.01% | 224 | -736 | -76.7% | -$3.63万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.10万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1.08万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $1.05万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $1.04万 | 0.01% | 1,097 | 1,097 | — | $1.04万 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $1.03万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $1.03万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING AND CONSTRCTN ETF | $1.02万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $9,632 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| DOCT | FT VEST U.S. EQUITY DEEPBUFFER ETF - OCTOBER | $9,569 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| — | PACER LUNT LARGE CAP ALTERNATOR ETF | $9,440 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $9,257 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $8,971 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $8,724 | 0.01% | 87 | 87 | — | $8,724 | 新建仓 |
| CAT | CATERPILLAR INC | $8,519 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S&P REIT INDEX FUND | $8,400 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $8,322 | 0.01% | 46 | -18 | -28.1% | -$3,256 | 减仓 |
| NWG | NATWEST GROUP PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $8,286 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8,280 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $8,181 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $8,077 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $8,069 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $7,932 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7,814 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $7,745 | 0.01% | 26 | 15 | 136.4% | $4,468 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $7,691 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $7,612 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7,596 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | $7,548 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| — | PLATINUM GROUP METALS F | $7,425 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7,379 | 0.01% | 371 | 0 | 0.0% | — | 不变 |