Benjamin Edwards Inc
- SEC CIK
- 0001451623
- 最新申報
- 2026/7/24
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/11 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 406
- 較 2021 年第 1 季 +30
- 總值
- $1.46 億
- 較 2021 年第 1 季 +$1,405 萬 (+10.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EXPEExpedia Group, Inc. | Stock | 181 | $3.00 萬 | <0.1% | +12+7.1% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 175 | $3.00 萬 | <0.1% | +175 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 58 | $3.10 萬 | <0.1% | +58 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 242 | $3.20 萬 | <0.1% | +242 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 1,291 | $3.20 萬 | <0.1% | −35−2.6% | 減碼 | – |
| ESEversource Energy | Stock | 408 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SSYSStratasys Ltd. | SHS | 1,276 | $3.30 萬 | <0.1% | −88−6.5% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 468 | $3.40 萬 | <0.1% | +138+41.8% | 加碼 | 歷史 |
| POOLPool Corp | COM | 74 | $3.40 萬 | <0.1% | +74 | 新進 | 歷史 |
| EDITEditas Medicine, Inc. | COM | 617 | $3.50 萬 | <0.1% | −74−10.7% | 減碼 | 歷史 |
| iShares Tr46435G755 | IBONDS DEC2022 | 1,344 | $3.50 萬 | <0.1% | +81+6.4% | 加碼 | – |
| TXG10x Genomics, Inc. | CL A COM | 187 | $3.70 萬 | <0.1% | +28+17.6% | 加碼 | 歷史 |
| Ci Finl Corp125491100 | COM | 2,012 | $3.70 萬 | <0.1% | +63+3.2% | 加碼 | – |
| FHNFirst Horizon Corp | COM | 2,181 | $3.80 萬 | <0.1% | +104+5.0% | 加碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 551 | $3.80 萬 | <0.1% | +234+73.8% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 100 | $3.90 萬 | <0.1% | +44+78.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 1,506 | $3.90 萬 | <0.1% | +1,506 | 新進 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 2,694 | $3.90 萬 | <0.1% | +24+0.9% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 596 | $4.00 萬 | <0.1% | +45+8.2% | 加碼 | 歷史 |
| TSPHTuSimple Holdings Inc. | CL A | 556 | $4.00 萬 | <0.1% | +556 | 新進 | 歷史 |
| MMM3M Co | Stock | 206 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 111 | $4.10 萬 | <0.1% | +111 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 159 | $4.20 萬 | <0.1% | −2,010−92.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,061 | $4.20 萬 | <0.1% | +62+6.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 113 | $4.30 萬 | <0.1% | +113 | 新進 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 229 | $4.40 萬 | <0.1% | +229 | 新進 | 歷史 |
| UUnity Software Inc. | COM | 397 | $4.40 萬 | <0.1% | +234+143.6% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 574 | $4.50 萬 | <0.1% | −119−17.2% | 減碼 | – |
| ZBRAZebra Technologies Corp | CL A | 85 | $4.50 萬 | <0.1% | +85 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 932 | $4.50 萬 | <0.1% | +447+92.2% | 加碼 | – |
| PMMFranklin Managed Municipal Income Trust | COM | 5,400 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 356 | $5.00 萬 | <0.1% | +15+4.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 446 | $5.00 萬 | <0.1% | −71−13.7% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 457 | $5.10 萬 | <0.1% | −1,066−70.0% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 1,674 | $5.10 萬 | <0.1% | +720+75.5% | 加碼 | – |
| ZZillow Group, Inc. | CL C CAP STK | 424 | $5.20 萬 | <0.1% | +9+2.2% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 1,612 | $5.30 萬 | <0.1% | +1,107+219.2% | 加碼 | – |
| NVTAInvitae Corp | COM | 1,563 | $5.30 萬 | <0.1% | +75+5.0% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 197 | $5.40 萬 | <0.1% | +33+20.1% | 加碼 | 歷史 |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 2,110 | $5.40 萬 | <0.1% | −205−8.9% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 433 | $5.50 萬 | <0.1% | +2+0.5% | 加碼 | – |
| MSMorgan Stanley | Stock | 600 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 219 | $5.50 萬 | <0.1% | +219 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 1,149 | $5.50 萬 | <0.1% | +864+303.2% | 加碼 | – |
| SLViShares Silver Trust | ETF | 2,327 | $5.60 萬 | <0.1% | +231+11.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 970 | $5.60 萬 | <0.1% | −5−0.5% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,162 | $5.70 萬 | <0.1% | +1,162+116.2% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 595 | $5.80 萬 | <0.1% | +274+85.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 532 | $5.80 萬 | <0.1% | +15+2.9% | 加碼 | – |
| EXASExact Sciences Corp | COM | 467 | $5.80 萬 | <0.1% | +108+30.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 453 | $5.90 萬 | <0.1% | +2+0.4% | 加碼 | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 1,890 | $5.90 萬 | <0.1% | +152+8.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 424 | $6.00 萬 | <0.1% | −120−22.1% | 減碼 | – |
| SHOPShopify Inc. | Stock | 41 | $6.00 萬 | <0.1% | +14+51.9% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 354 | $6.30 萬 | <0.1% | −9−2.5% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 1,452 | $6.60 萬 | <0.1% | +482+49.7% | 加碼 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 410 | $6.60 萬 | <0.1% | −68−14.2% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 168 | $6.60 萬 | <0.1% | +48+40.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 1,396 | $6.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRSpire Inc | COM | 924 | $6.70 萬 | <0.1% | −3,946−81.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 500 | $6.90 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 298 | $7.00 萬 | <0.1% | −52−14.9% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 168 | $7.60 萬 | 0.1% | +3+1.8% | 加碼 | – |
| XYZBlock, Inc. | CL A | 312 | $7.60 萬 | 0.1% | −116−27.1% | 減碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 3,100 | $7.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 446 | $7.70 萬 | 0.1% | −34−7.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 703 | $7.90 萬 | 0.1% | +18+2.6% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 304 | $8.00 萬 | 0.1% | +1+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 278 | $8.10 萬 | 0.1% | −3−1.1% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 1,048 | $8.10 萬 | 0.1% | −750−41.7% | 減碼 | – |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 3,605 | $8.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 492 | $8.20 萬 | 0.1% | +68+16.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 2,523 | $8.40 萬 | 0.1% | −516−17.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 1,481 | $8.50 萬 | 0.1% | +5+0.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 1,240 | $8.50 萬 | 0.1% | +348+39.0% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 1,968 | $8.60 萬 | 0.1% | −60−3.0% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 1,365 | $8.60 萬 | 0.1% | +849+164.5% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 1,065 | $9.00 萬 | 0.1% | +62+6.2% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 482 | $9.00 萬 | 0.1% | +31+6.9% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 2,676 | $9.00 萬 | 0.1% | +150+5.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 420 | $9.10 萬 | 0.1% | +24+6.1% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 254 | $9.20 萬 | 0.1% | +14+5.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 8,048 | $9.20 萬 | 0.1% | −716−8.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 2,864 | $9.50 萬 | 0.1% | −1,837−39.1% | 減碼 | – |
| MTBM&T Bank Corp | COM | 660 | $9.60 萬 | 0.1% | +660 | 新進 | 歷史 |
| GRMNGarmin Ltd | SHS | 676 | $9.80 萬 | 0.1% | +676 | 新進 | 歷史 |
| PPGPPG Industries Inc | Stock | 581 | $9.90 萬 | 0.1% | +35+6.4% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,560 | $9.90 萬 | 0.1% | +105+7.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 350 | $10.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 257 | $10.0 萬 | 0.1% | +14+5.8% | 加碼 | – |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 774 | $10.0 萬 | 0.1% | +17+2.2% | 加碼 | – |
| TGTTarget Corp | Stock | 421 | $10.2 萬 | 0.1% | +421 | 新進 | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 1,464 | $10.3 萬 | 0.1% | +36+2.5% | 加碼 | – |
| AXPAmerican Express Co | Stock | 630 | $10.4 萬 | 0.1% | +30+5.0% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,002 | $10.6 萬 | 0.1% | −117−10.5% | 減碼 | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 4,156 | $10.7 萬 | 0.1% | +178+4.5% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 682 | $10.8 萬 | 0.1% | +115+20.3% | 加碼 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 1,915 | $10.8 萬 | 0.1% | 00.0% | 不變 | – |
| ROKURoku, Inc | COM CL A | 235 | $10.8 萬 | 0.1% | −12−4.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 1,093 | $10.9 萬 | 0.1% | +181+19.8% | 加碼 | – |
2021 年第 1 季之後清倉（39 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Kraneshares Tr500767736 | QUADRTC INT RT | 55,749 | $159.3 萬 | 1.2% | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,333 | $67.4 萬 | 0.5% | – |
| PBProsperity Bancshares Inc | COM | 8,584 | $64.3 萬 | 0.5% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 12,123 | $37.0 萬 | 0.3% | – |
| PBCTPeople's United Financial, Inc. | COM | 14,991 | $26.8 萬 | 0.2% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,913 | $26.5 萬 | 0.2% | 歷史 |
| Innovator ETFs Tr II45783G201 | S&P INVSTMNT GRD | 8,586 | $20.8 萬 | 0.2% | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 3,170 | $16.0 萬 | 0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,557 | $15.9 萬 | 0.1% | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 6,109 | $15.7 萬 | 0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 6,098 | $15.5 萬 | 0.1% | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 6,146 | $15.2 萬 | 0.1% | – |
| BANXArrowMark Financial Corp. | COM | 6,659 | $13.2 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 932 | $10.6 萬 | 0.1% | – |
| EMREmerson Electric Co | Stock | 786 | $7.10 萬 | 0.1% | 歷史 |
| Brookfield Property Partrs LG16249107 | UNIT LTD PARTN | 4,000 | $7.10 萬 | 0.1% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 454 | $3.80 萬 | <0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 297 | $3.50 萬 | <0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 145 | $3.20 萬 | <0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 249 | $3.00 萬 | <0.1% | 歷史 |
| OLNOLIN Corp | Stock | 628 | $2.40 萬 | <0.1% | 歷史 |
| TREELendingTree, Inc. | COM | 115 | $2.40 萬 | <0.1% | 歷史 |
| BEKEKE Holdings Inc. | SPONSORED ADS | 335 | $1.90 萬 | <0.1% | 歷史 |
| NYTNew York Times Co | CL A | 360 | $1.80 萬 | <0.1% | 歷史 |
| PCARPaccar Inc | COM | 183 | $1.70 萬 | <0.1% | 歷史 |
| First Tr Exch Traded FD III33739P871 | HORIZON MNGD ETF | 556 | $1.70 萬 | <0.1% | – |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 176 | $1.60 萬 | <0.1% | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 233 | $1.60 萬 | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 60 | $1.50 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 139 | $1.50 萬 | <0.1% | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 31 | $1.50 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 327 | $1.00 萬 | <0.1% | – |
| CALCaleres Inc | COM | 471 | $1.00 萬 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 6 | $9,000 | <0.1% | 歷史 |
| HUYAHUYA Inc. | ADS REP SHS A | 425 | $8,000 | <0.1% | 歷史 |
| AIZAssurant, Inc. | Stock | 25 | $4,000 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 55 | $3,000 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 37 | $2,000 | <0.1% | – |
| MRNAModerna, Inc. | Stock | 5 | $1,000 | <0.1% | 歷史 |