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Benson Wealth Management INC 13F 持仓 · 2026年Q2

Benson Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 367 只证券,申报市值合计 9,938.87 万美元。前几大持仓:QQQ(13.13%)、AIRR(7.32%)、SPG(4.60%)。本季前 25 大持仓中:新建仓 2 只、增持 13 只、减持 10 只。

排名代码公司市值占组合股数变动
1QQQINVESCO QQQ TR$13.1M13.13%17,725增持
2AIRRFIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF$7.3M7.32%54,608增持
3SPGSIMON PPTY GROUP INC NEWREIT$4.6M4.60%20,448减持
4IBITISHARES BITCOIN TRUST ETF$3.7M3.76%112,335减持
5BUFBINNOVATOR LADDERED ALLOCATION BUFFER ETF$3.6M3.65%92,290增持
6AMZNAMAZON.COM INC$3.4M3.39%14,121增持
7RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF$3.2M3.17%38,892减持
8DNOVFT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER$2.9M2.96%57,282减持
9WMTWALMART INC$2.7M2.71%23,777减持
10TSLATESLA INC$2.5M2.50%5,901减持
11BUFDFT VEST LADDERED DEEP BUFFER ETF$2.5M2.48%82,790增持
12SMHVANECK SEMICONDUCTOR ETF$2.2M2.22%3,358增持
13NVDANVIDIA CORP$2.2M2.20%10,935减持
14GOOGALPHABET INC CLASS C$2.2M2.18%6,139增持
15BAPRINNOVATOR U.S. EQUITY BUFFER ETF - APRIL$2.1M2.08%38,843减持
16AAPLAPPLE INC$1.9M1.90%6,532增持
17AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$1.8M1.83%27,752减持
18VOLTTEMA ELECTRIFICATION ETF$1.7M1.72%40,797新建仓
19GRIDFIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN$1.6M1.65%8,574增持
20DDFAINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL$1.6M1.62%79,641新建仓
21AMDADVANCED MICRO DEVICES I$1.6M1.60%2,732增持
22BUFRFT VEST LADDERED BUFFER ETF$1.5M1.47%40,019减持
23SFLRINNOVATOR EQUITY MANAGEDFLOOR ETF$1.5M1.46%37,651增持
24MSFTMICROSOFT CORP$1.4M1.44%3,834增持
25GLDSPDR GOLD SHARES$1.4M1.37%3,706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