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 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $13.1M | 13.13% | 17,725 | 增持 |
| 2 | AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | $7.3M | 7.32% | 54,608 | 增持 |
| 3 | SPG | SIMON PPTY GROUP INC NEWREIT | $4.6M | 4.60% | 20,448 | 减持 |
| 4 | IBIT | ISHARES BITCOIN TRUST ETF | $3.7M | 3.76% | 112,335 | 减持 |
| 5 | BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $3.6M | 3.65% | 92,290 | 增持 |
| 6 | AMZN | AMAZON.COM INC | $3.4M | 3.39% | 14,121 | 增持 |
| 7 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $3.2M | 3.17% | 38,892 | 减持 |
| 8 | DNOV | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | $2.9M | 2.96% | 57,282 | 减持 |
| 9 | WMT | WALMART INC | $2.7M | 2.71% | 23,777 | 减持 |
| 10 | TSLA | TESLA INC | $2.5M | 2.50% | 5,901 | 减持 |
| 11 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | $2.5M | 2.48% | 82,790 | 增持 |
| 12 | SMH | VANECK SEMICONDUCTOR ETF | $2.2M | 2.22% | 3,358 | 增持 |
| 13 | NVDA | NVIDIA CORP | $2.2M | 2.20% | 10,935 | 减持 |
| 14 | GOOG | ALPHABET INC CLASS C | $2.2M | 2.18% | 6,139 | 增持 |
| 15 | BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $2.1M | 2.08% | 38,843 | 减持 |
| 16 | AAPL | APPLE INC | $1.9M | 1.90% | 6,532 | 增持 |
| 17 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.8M | 1.83% | 27,752 | 减持 |
| 18 | VOLT | TEMA ELECTRIFICATION ETF | $1.7M | 1.72% | 40,797 | 新建仓 |
| 19 | GRID | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | $1.6M | 1.65% | 8,574 | 增持 |
| 20 | DDFA | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL | $1.6M | 1.62% | 79,641 | 新建仓 |
| 21 | AMD | ADVANCED MICRO DEVICES I | $1.6M | 1.60% | 2,732 | 增持 |
| 22 | BUFR | FT VEST LADDERED BUFFER ETF | $1.5M | 1.47% | 40,019 | 减持 |
| 23 | SFLR | INNOVATOR EQUITY MANAGEDFLOOR ETF | $1.5M | 1.46% | 37,651 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $1.4M | 1.44% | 3,834 | 增持 |
| 25 | GLD | SPDR GOLD SHARES | $1.4M | 1.37% | 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