13FBOX
Benchmark Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Benchmark Wealth Management, LLC

No.6732 数据截至 Q3 2025
最新持仓市值 (Q3 2025)
$2.25亿
环比变动 Q2 2025
+$200+0.0%
持仓股票数
70
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
70
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
14.84%14.84%$3,340.4万7.6万股$3,340.4万7.6万股00.00%持仓不变
V先锋领航·TOTALBND
11.41%11.41%$2,567.8万34.9万股$2,567.8万34.9万股00.00%持仓不变
V先锋领航指数基金VOO
11.4%11.4%$2,565.9万4.5万股$2,565.9万4.5万股00.00%持仓不变
V先锋领航白厅基金VYM
7.61%7.61%$1,711.4万12.8万股$1,711.4万12.8万股00.00%持仓不变
V先锋领航指数基金VTV
7.3%7.3%$1,643.1万9.3万股$1,643.1万9.3万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
4.04%4.04%$910.1万13.5万股$910.1万13.5万股00.00%持仓不变
V先锋领航指数基金VB
3.55%3.55%$799.4万3.4万股$799.4万3.4万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
2.93%2.93%$658.3万3.2万股$658.3万3.2万股00.00%持仓不变
伯克希尔哈撒韦BRK.A
2.91%2.91%$655.9万9股$655.9万9股00.00%持仓不变
V先锋领航·MIDVO
2.62%2.62%$589.1万2.1万股$589.1万2.1万股00.00%持仓不变
S嘉信策略信托SCHD
2.61%2.61%$586.7万22.1万股$586.7万22.1万股00.00%持仓不变
IISHARES MORNINGSTAR US EQUITY ETFILCB
2.46%2.46%$553.6万6.5万股$553.6万6.5万股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
2.09%2.09%$469.8万19.7万股$469.8万19.7万股00.00%持仓不变
V先锋领航市政债券基金VTEB
1.99%1.99%$447.9万9.1万股$447.9万9.1万股00.00%持仓不变
IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB
1.96%1.96%$441.3万5.5万股$441.3万5.5万股00.00%持仓不变
IiShares安硕信托AGG
1.67%1.67%$376.3万3.8万股$376.3万3.8万股00.00%持仓不变
PPIMCO太平洋投资管理ETFMINT
1.29%1.29%$290.2万2.9万股$290.2万2.9万股00.00%持仓不变
V先锋领航·FTSEVEA
1.15%1.15%$259.2万4.5万股$259.2万4.5万股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
1.09%1.09%$244.5万3.1万股$244.5万3.1万股00.00%持仓不变
V先锋领航·TOTALBNDX
1.01%1.01%$227.0万4.6万股$227.0万4.6万股00.00%持仓不变
V先锋领航债券指数基金BSV
0.89%0.89%$200.3万2.5万股$200.3万2.5万股00.00%持仓不变
迪尔DE
0.7%0.7%$157.6万3,100股$157.6万3,100股00.00%持仓不变
DDimensional维度ETF信托DFAC
0.66%0.66%$147.8万4.1万股$147.8万4.1万股00.00%持仓不变
S嘉信策略信托SCHM
0.65%0.65%$146.0万5.2万股$146.0万5.2万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGSH
0.65%0.65%$146.0万2.5万股$146.0万2.5万股00.00%持仓不变
G通用动力VTI
0.61%0.61%$136.3万4,486股$136.3万4,486股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.55%0.55%$124.2万2,556股$124.2万2,556股00.00%持仓不变
V先锋领航国际股票指数基金VT
0.47%0.47%$105.6万8,215股$105.6万8,215股00.00%持仓不变
IiShares安硕信托MTUM
0.47%0.47%$104.8万4,362股$104.8万4,362股00.00%持仓不变
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.43%0.43%$97.3万2.7万股$97.3万2.7万股00.00%持仓不变
DDimensional维度·USDFUV
0.42%0.42%$95.3万2.3万股$95.3万2.3万股00.00%持仓不变
DDimensional维度ETF信托DFIC
0.41%0.41%$91.9万3.0万股$91.9万3.0万股00.00%持仓不变
SSPDR道富系列信托SDY
0.34%0.34%$76.5万5,636股$76.5万5,636股00.00%持仓不变
S嘉信·USSCHP
0.34%0.34%$76.1万2.9万股$76.1万2.9万股00.00%持仓不变
V先锋领航全球基金ESGV
0.32%0.32%$72.0万6,568股$72.0万6,568股00.00%持仓不变
V先锋领航斯科茨代尔基金VONG
0.31%0.31%$69.6万6,375股$69.6万6,375股00.00%持仓不变
卡特彼勒CAT
0.31%0.31%$69.4万1,788股$69.4万1,788股00.00%持仓不变
V先锋领航斯科茨代尔基金VONV
0.3%0.3%$66.5万7,805股$66.5万7,805股00.00%持仓不变
IiShares安硕信托IMTM
0.29%0.29%$66.3万1.5万股$66.3万1.5万股00.00%持仓不变
埃克森美孚XOM
0.28%0.28%$62.5万5,798股$62.5万5,798股00.00%持仓不变
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
0.27%0.27%$60.9万2.1万股$60.9万2.1万股00.00%持仓不变
DDimensional维度ETF信托DFIV
0.26%0.26%$58.8万1.4万股$58.8万1.4万股00.00%持仓不变
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.25%0.25%$55.5万1.2万股$55.5万1.2万股00.00%持仓不变
IiShares安硕信托IDV
0.22%0.22%$50.5万1.5万股$50.5万1.5万股00.00%持仓不变
微软MSFT
0.21%0.21%$47.4万953股$47.4万953股00.00%持仓不变
英伟达NVDA
0.18%0.18%$40.3万2,550股$40.3万2,550股00.00%持仓不变
A美国世纪ETF信托AVSC
0.18%0.18%$39.7万7,690股$39.7万7,690股00.00%持仓不变
JJPMorgan Sustainable Municipal Income ETFJMSI
0.17%0.17%$37.6万7,599股$37.6万7,599股00.00%持仓不变
辉瑞PFE
0.16%0.16%$35.1万1.4万股$35.1万1.4万股00.00%持仓不变
SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP
0.16%0.16%$35.0万1.3万股$35.0万1.3万股00.00%持仓不变

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