Benchmark Financial Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Benchmark Financial Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 145 只证券，申报市值合计 4.05 亿美元。前几大持仓：SCHF（7.20%）、VTI（7.11%）、SPY（6.86%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $29.2M | 7.20% | 1.1M | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $28.8M | 7.11% | 77,929 | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $27.8M | 6.86% | 37,238 | 减持 |
| 4 | DBND | DOUBLELINE ETF TRUST | $23.8M | 5.86% | 521,491 | 减持 |
| 5 | ITOT | ISHARES TR | $19.6M | 4.84% | 119,402 | 减持 |
| 6 | IVV | ISHARES TR | $15.9M | 3.93% | 21,272 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $13.1M | 3.23% | 65,497 | 减持 |
| 8 | IWY | ISHARES TR | $11.4M | 2.82% | 39,277 | 减持 |
| 9 | COWZ | PACER FDS TR | $11.3M | 2.78% | 181,078 | 减持 |
| 10 | IJR | ISHARES TR | $11.1M | 2.73% | 74,689 | 增持 |
| 11 | MUNI | PIMCO ETF TR | $11.0M | 2.70% | 208,454 | 减持 |
| 12 | DBEF | DBX ETF TR | $10.4M | 2.56% | 190,058 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 2.53% | 323,158 | 增持 |
| 14 | LVHI | LEGG MASON ETF INVT | $9.9M | 2.44% | 243,547 | 增持 |
| 15 | XCEM | COLUMBIA ETF TR II | $9.5M | 2.34% | 179,048 | 增持 |
| 16 | AAPL | APPLE INC | $9.3M | 2.30% | 32,288 | 增持 |
| 17 | DYNF | BLACKROCK ETF TRUST | $8.6M | 2.11% | 125,755 | 新建仓 |
| 18 | SMMD | ISHARES TR | $8.4M | 2.08% | 92,212 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $7.6M | 1.88% | 11,118 | 减持 |
| 20 | GRNY | TIDAL TRUST I | $5.5M | 1.35% | 198,482 | 增持 |
| 21 | VO | VANGUARD INDEX FDS | $5.5M | 1.34% | 67,674 | 增持 |
| 22 | GOOGL | ALPHABET INC | $4.8M | 1.17% | 13,301 | 减持 |
| 23 | IWM | ISHARES TR | $4.7M | 1.15% | 15,558 | 减持 |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $4.6M | 1.13% | 21,441 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $4.5M | 1.11% | 12,014 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR