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Benjamin Edwards Inc

SEC CIK
0001451623
最新申報
2026/7/24

2021 年第 3 季持倉

持倉截至 2021/9/30，2021/11/2 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
538
較 2021 年第 2 季 +132
總值
$1.64 億
較 2021 年第 2 季 +$1,883 萬 (+12.9%)
申報日
2021/11/2
SEC
Benjamin Edwards Inc 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock184$3.80 萬<0.1%+184新進歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY1,617$3.80 萬<0.1%+326+25.3%加碼–
CROXCrocs, Inc.COM268$3.80 萬<0.1%+268新進歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID1,501$3.80 萬<0.1%−5−0.3%減碼–
ALRMAlarm.com Holdings, Inc.COM482$3.80 萬<0.1%+482新進歷史
ZZillow Group, Inc.CL C CAP STK427$3.80 萬<0.1%+3+0.7%加碼歷史
CBSHCommerce Bancshares IncStock564$3.90 萬<0.1%−14,176−96.2%減碼歷史
TWTRTwitter, Inc.COM643$3.90 萬<0.1%+92+16.7%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF763$4.00 萬<0.1%−6,476−89.5%減碼–
NTRSNorthern Trust CorpCOM367$4.00 萬<0.1%+367新進歷史
TFCTruist Financial CorpCOM690$4.00 萬<0.1%+690新進歷史
NVSNovartis AGADR507$4.10 萬<0.1%+307+153.5%加碼歷史
PMPhilip Morris International Inc.Stock446$4.20 萬<0.1%+346+346.0%加碼歷史
CMECME Group Inc.COM216$4.20 萬<0.1%+210+3,500.0%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF568$4.40 萬<0.1%−6−1.0%減碼–
GDGeneral Dynamics CorpStock225$4.40 萬<0.1%+223+11,150.0%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT396$4.40 萬<0.1%−14−3.4%減碼歷史
GGGGraco IncCOM630$4.40 萬<0.1%+630新進歷史
ZBRAZebra Technologies CorpCL A85$4.40 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY932$4.40 萬<0.1%00.0%不變–
SPOTSpotify Technology S.A.Stock200$4.50 萬<0.1%+3+1.5%加碼歷史
PMMFranklin Managed Municipal Income TrustCOM5,400$4.50 萬<0.1%00.0%不變歷史
BACBank of America CorpStock1,076$4.60 萬<0.1%+1,076新進歷史
AWKAmerican Water Works Company, Inc.Stock272$4.60 萬<0.1%+272新進歷史
CRLCharles River Laboratories International, Inc.COM111$4.60 萬<0.1%00.0%不變歷史
LRCXLam Research CorpCOM81$4.60 萬<0.1%+81新進歷史
CATCaterpillar IncStock243$4.70 萬<0.1%+132+118.9%加碼歷史
DDominion Energy, IncStock646$4.70 萬<0.1%+178+38.0%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF439$4.80 萬<0.1%−7−1.6%減碼–
MGMMGM Resorts InternationalStock1,102$4.80 萬<0.1%+1,102新進歷史
COPConocoPhillipsStock710$4.80 萬<0.1%+410+136.7%加碼歷史
BBNBlackRock Taxable Municipal Bond TrustSHS1,883$4.80 萬<0.1%−227−10.8%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF1,595$4.90 萬<0.1%−17−1.1%減碼–
TWLOTwilio IncCL A153$4.90 萬<0.1%−15−8.9%減碼歷史
EXASExact Sciences CorpCOM514$4.90 萬<0.1%+47+10.1%加碼歷史
SLViShares Silver TrustETF2,418$5.00 萬<0.1%+91+3.9%加碼歷史
AZPNASPENTECH CorpCOM406$5.00 萬<0.1%+275+209.9%加碼歷史
GOOGLAlphabet Inc.Stock19$5.10 萬<0.1%+19新進歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG1,674$5.10 萬<0.1%00.0%不變–
NVTAInvitae CorpCOM1,804$5.10 萬<0.1%+241+15.4%加碼歷史
PNCPNC Financial Services Group, Inc.Stock266$5.20 萬<0.1%+266新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock343$5.20 萬<0.1%+343新進歷史
iShares Tr46436E825IBONDS 29 TRM TS2,077$5.20 萬<0.1%+2,077新進–
SHOPShopify Inc.Stock39$5.30 萬<0.1%−2−4.9%減碼歷史
iShares Tr46436E866IBONDS 25 TRM TS2,056$5.30 萬<0.1%+2,056新進–
WMWaste Management IncStock363$5.40 萬<0.1%+7+2.0%加碼歷史
BROBrown & Brown, Inc.Stock975$5.40 萬<0.1%+975新進歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV964$5.40 萬<0.1%−6−0.6%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF435$5.50 萬<0.1%+2+0.5%加碼–
First Tr Exchange-Traded FD33738D309SENIOR LN FD1,149$5.50 萬<0.1%00.0%不變–
PLTRPalantir Technologies Inc.Stock2,330$5.60 萬<0.1%+168+7.8%加碼歷史
SPDR Series Trust78464A581ST STR SP HCEQ446$5.60 萬<0.1%−7−1.5%減碼–
SRSpire IncCOM924$5.70 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF522$5.70 萬<0.1%−10−1.9%減碼–
UUnity Software Inc.COM448$5.70 萬<0.1%+51+12.8%加碼歷史
BMYBristol Myers Squibb CoStock980$5.80 萬<0.1%+384+64.4%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF421$5.90 萬<0.1%−3−0.7%減碼–
AZNAstraZeneca PLCSPONSORED ADR978$5.90 萬<0.1%+678+226.0%加碼歷史
SCHWSchwab Charles CorpStock834$6.10 萬<0.1%+760+1,027.0%加碼歷史
EXPDExpeditors International of Washington IncCOM508$6.10 萬<0.1%+508新進歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF348$6.20 萬<0.1%−6−1.7%減碼–
XYZBlock, Inc.CL A260$6.20 萬<0.1%−52−16.7%減碼歷史
First Tr Exchange Traded FD33738R860NASDAQ BK ETF1,893$6.20 萬<0.1%+3+0.2%加碼–
INTCIntel CorpStock1,189$6.30 萬<0.1%+1,104+1,298.8%加碼歷史
CBChubb LtdStock369$6.40 萬<0.1%+369新進歷史
BEBloom Energy CorpCOM CL A3,406$6.40 萬<0.1%+3,406新進歷史
POOLPool CorpCOM147$6.40 萬<0.1%+73+98.6%加碼歷史
Schwab U.S. REIT ETF808524847ETF1,415$6.50 萬<0.1%−37−2.5%減碼–
SOSouthern CoStock1,071$6.60 萬<0.1%+1,071新進歷史
MMM3M CoStock378$6.60 萬<0.1%+172+83.5%加碼歷史
COINCoinbase Global, Inc.COM CL A290$6.60 萬<0.1%+71+32.4%加碼歷史
iShares Tr46428865310-20 YR TRS ETF449$6.60 萬<0.1%+449新進–
TDOCTeladoc Health, Inc.COM525$6.70 萬<0.1%+33+6.7%加碼歷史
Vanguard Morningstar Value ETF922908744ETF500$6.80 萬<0.1%00.0%不變–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF293$6.90 萬<0.1%−5−1.7%減碼–
DISWalt Disney CoStock409$6.90 萬<0.1%−2,385−85.4%減碼歷史
LINLinde PLCSHS237$7.00 萬<0.1%+237新進歷史
Vanguard Ftse Emerging Markets ETF922042858ETF1,411$7.10 萬<0.1%+1,411新進–
ROKURoku, IncCOM CL A232$7.30 萬<0.1%−3−1.3%減碼歷史
iShares Semiconductor ETF464287523ETF165$7.40 萬<0.1%−3−1.8%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF441$7.50 萬<0.1%−5−1.1%減碼–
CNPCenterpoint Energy IncCOM3,100$7.60 萬<0.1%00.0%不變歷史
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS3,605$7.60 萬<0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF274$7.70 萬<0.1%−4−1.4%減碼–
VanEck Semiconductor ETF92189F676ETF299$7.70 萬<0.1%−5−1.6%減碼–
MOAltria Group, Inc.Stock1,725$7.90 萬<0.1%+329+23.6%加碼歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH2,946$7.90 萬<0.1%−1,125−27.6%減碼–
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP1,242$8.00 萬<0.1%+2+0.2%加碼–
NDSNNordson CorpCOM341$8.10 萬<0.1%+221+184.2%加碼歷史
First Tr Exchange-Traded FD33734X168MATERIALS ALPH1,481$8.30 萬0.1%00.0%不變–
Amplify ETF Tr032108102ONLIN RETL ETF767$8.40 萬0.1%−7−0.9%減碼–
First Trust Financials Alphadex Fund33734X135ETF1,968$8.70 萬0.1%00.0%不變–
PYPLPayPal Holdings, Inc.Stock335$8.70 萬0.1%+335新進歷史
NTLAIntellia Therapeutics, Inc.COM652$8.70 萬0.1%−198−23.3%減碼歷史
First Tr Exchange-Traded FD336917109SHS2,710$8.90 萬0.1%+187+7.4%加碼–
PGProcter & Gamble CoStock650$9.10 萬0.1%+650新進歷史
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD2,758$9.10 萬0.1%−106−3.7%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,533$9.80 萬0.1%−27−1.7%減碼–
HUBBHubbell IncCOM543$9.80 萬0.1%+61+12.7%加碼歷史
OGEOGE Energy Corp.COM2,972$9.80 萬0.1%+296+11.1%加碼歷史

2021 年第 2 季之後清倉（14 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

Benjamin Edwards Inc 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
iShares Tr46436E833IBONDS 28 TRM TS29,240$74.4 萬0.5%–
iShares Tr46428951110+ YR INVST GRD6,827$47.9 萬0.3%–
FISVFiserv IncStock3,778$40.4 萬0.3%歷史
NLYAnnaly Capital Management IncCOM31,987$28.4 萬0.2%歷史
SONYSony Group CorpSPONSORED ADR595$5.80 萬<0.1%歷史
FHNFirst Horizon CorpCOM2,181$3.80 萬<0.1%歷史
ALLEAllegion plcORD SHS171$2.40 萬<0.1%歷史
HTBKHeritage Commerce CorpCOM2,029$2.30 萬<0.1%歷史
MCRBSeres Therapeutics, Inc.COM679$1.60 萬<0.1%歷史
PEverpure, Inc.CL A677$1.30 萬<0.1%歷史
DBX ETF Tr233051705XTRACK MUN INFRA300$9,000<0.1%–
DBX ETF Tr233051879XTRACK HRVST CSI208$8,000<0.1%–
NFLXNetflix IncStock7$4,000<0.1%歷史
XLNXXilinx IncCOM16$2,000<0.1%歷史