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Livermore
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Benjamin Edwards Inc

SEC CIK
0001451623
最新申報
2026/7/24

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/7 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
718
較 2021 年第 3 季 +180
總值
$3.09 億
較 2021 年第 3 季 +$1.44 億 (+87.8%)
申報日
2022/2/7
SEC
Benjamin Edwards Inc 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HSYHershey CoCOM253$4.90 萬<0.1%+253新進歷史
Schwab Emerging Markets Equity ETF808524706ETF1,703$5.00 萬<0.1%+108+6.8%加碼–
iShares Core S&P Small Cap ETF464287804ETF453$5.20 萬<0.1%+14+3.2%加碼–
ECLEcolab Inc.Stock220$5.20 萬<0.1%+220新進歷史
SPDR Series Trust78464A581ST STR SP HCEQ447$5.20 萬<0.1%+1+0.2%加碼–
TWLOTwilio IncCL A203$5.30 萬<0.1%+50+32.7%加碼歷史
GMGeneral Motors CoCOM941$5.50 萬<0.1%+560+147.0%加碼歷史
SHOPShopify Inc.Stock41$5.60 萬<0.1%+2+5.1%加碼歷史
ALGTAllegiant Travel COCOM302$5.60 萬<0.1%+302新進歷史
UUnity Software Inc.COM394$5.60 萬<0.1%−54−12.1%減碼歷史
FNFFidelity National Financial, Inc.COM SHS1,090$5.70 萬<0.1%+860+373.9%加碼歷史
PNWPinnacle West Capital CorpCOM811$5.70 萬<0.1%−6,802−89.3%減碼歷史
ESEversource EnergyStock647$5.90 萬<0.1%+239+58.6%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF544$5.90 萬<0.1%+22+4.2%加碼–
SRSpire IncCOM924$6.00 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV964$6.10 萬<0.1%00.0%不變–
VTRVentas, Inc.REIT1,206$6.20 萬<0.1%+1,206新進歷史
ETSYEtsy IncCOM282$6.20 萬<0.1%+282新進歷史
First Tr Exchange Traded FD33738R860NASDAQ BK ETF1,874$6.20 萬<0.1%−19−1.0%減碼–
TDOCTeladoc Health, Inc.COM670$6.20 萬<0.1%+145+27.6%加碼歷史
SLViShares Silver TrustETF2,944$6.30 萬<0.1%+526+21.8%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF470$6.60 萬<0.1%+35+8.0%加碼–
WMWaste Management IncStock401$6.70 萬<0.1%+38+10.5%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF454$6.80 萬<0.1%+33+7.8%加碼–
ROPRoper Technologies IncStock138$6.80 萬<0.1%+138新進歷史
HUMHumana IncStock148$6.90 萬<0.1%+88+146.7%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF342$7.00 萬<0.1%−6−1.7%減碼–
Amplify ETF Tr032108102ONLIN RETL ETF792$7.00 萬<0.1%+25+3.3%加碼–
ARK Innovation ETF00214Q104ETF767$7.30 萬<0.1%−5,587−87.9%減碼–
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP1,266$7.30 萬<0.1%+24+1.9%加碼–
UGIUgi CorpStock1,617$7.40 萬<0.1%+1,273+370.1%加碼歷史
Vanguard Morningstar Value ETF922908744ETF500$7.40 萬<0.1%00.0%不變–
LHLabcorp Holdings Inc.COM NEW237$7.40 萬<0.1%+237新進歷史
NJRNew Jersey Resources CorpStock1,830$7.50 萬<0.1%+1,059+137.4%加碼歷史
ASMLASML Holding NVADR94$7.50 萬<0.1%+59+168.6%加碼歷史
FSLYFastly, Inc.CL A2,123$7.50 萬<0.1%+2,123新進歷史
ROKURoku, IncCOM CL A333$7.60 萬<0.1%+101+43.5%加碼歷史
Schwab U.S. REIT ETF808524847ETF1,465$7.70 萬<0.1%+50+3.5%加碼–
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH2,966$7.70 萬<0.1%+20+0.7%加碼–
XYZBlock, Inc.CL A483$7.80 萬<0.1%+223+85.8%加碼歷史
COINCoinbase Global, Inc.COM CL A310$7.80 萬<0.1%+20+6.9%加碼歷史
EOGEOG Resources IncStock884$7.90 萬<0.1%+884新進歷史
TREXTrex Co IncCOM586$7.90 萬<0.1%+538+1,120.8%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF313$8.00 萬<0.1%+20+6.8%加碼–
ENPHEnphase Energy, Inc.Stock435$8.00 萬<0.1%+435新進歷史
iShares Tr46428743220 YR TR BD ETF539$8.00 萬<0.1%+539新進–
METAMeta Platforms, Inc.Stock240$8.10 萬<0.1%+142+144.9%加碼歷史
NTLAIntellia Therapeutics, Inc.COM688$8.10 萬<0.1%+36+5.5%加碼歷史
HBANHuntington Bancshares IncCOM5,284$8.10 萬<0.1%+4,451+534.3%加碼歷史
FCELFuelcell Energy IncCOM15,680$8.20 萬<0.1%+15,680新進歷史
PIIPolaris Inc.Stock756$8.30 萬<0.1%+484+177.9%加碼歷史
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD2,529$8.30 萬<0.1%−229−8.3%減碼–
WPCW. P. Carey Inc.COM1,019$8.40 萬<0.1%+791+346.9%加碼歷史
ETF Managers Tr26924G409PRIME MOBILE PAY1,463$8.50 萬<0.1%+22+1.5%加碼–
iShares Tr46436E866IBONDS 25 TRM TS3,396$8.60 萬<0.1%+1,340+65.2%加碼–
DUKDuke Energy CORPStock830$8.70 萬<0.1%+746+888.1%加碼歷史
iShares Semiconductor ETF464287523ETF161$8.70 萬<0.1%−4−2.4%減碼–
iShares Tr46436E825IBONDS 29 TRM TS3,464$8.70 萬<0.1%+1,387+66.8%加碼–
CNPCenterpoint Energy IncCOM3,100$8.70 萬<0.1%00.0%不變歷史
CSXCSX CorpStock2,341$8.80 萬<0.1%+1,654+240.8%加碼歷史
EXASExact Sciences CorpCOM1,146$8.90 萬<0.1%+632+123.0%加碼歷史
VanEck Semiconductor ETF92189F676ETF292$9.00 萬<0.1%−7−2.3%減碼–
EMNEastman Chemical CoStock753$9.10 萬<0.1%+576+325.4%加碼歷史
CECelanese CorpStock549$9.20 萬<0.1%+420+325.6%加碼歷史
MSIMotorola Solutions, Inc.Stock343$9.30 萬<0.1%−124−26.6%減碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD4,043$9.30 萬<0.1%+4,043新進–
BNYBank of New York Mellon CorpStock1,624$9.40 萬<0.1%+1,624新進歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH595$9.60 萬<0.1%00.0%不變–
KEYKeycorpCOM4,208$9.70 萬<0.1%+3,240+334.7%加碼歷史
NINisource Inc.COM3,525$9.70 萬<0.1%+2,905+468.5%加碼歷史
CFRCullen/Frost Bankers, Inc.COM772$9.70 萬<0.1%+498+181.8%加碼歷史
ZBRAZebra Technologies CorpCL A164$9.80 萬<0.1%+79+92.9%加碼歷史
CBSHCommerce Bancshares IncStock1,435$9.90 萬<0.1%+871+154.4%加碼歷史
iShares Tr464287515EXPANDED TECH248$9.90 萬<0.1%−4−1.6%減碼–
iShares Tr46429B416MSCI UK SM ETF2,177$10.0 萬<0.1%+2,086+2,292.3%加碼–
First Trust Cloud Computing ETF33734X192ETF971$10.1 萬<0.1%−12−1.2%減碼–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR1,617$10.1 萬<0.1%−1,461−47.5%減碼–
FBINFortune Brands Innovations, Inc.COM970$10.4 萬<0.1%+571+143.1%加碼歷史
CMECME Group Inc.COM459$10.5 萬<0.1%+243+112.5%加碼歷史
Vanguard Real Estate ETF922908553ETF916$10.6 萬<0.1%−361−28.3%減碼–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF1,557$10.6 萬<0.1%+1,557新進–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US1,763$10.7 萬<0.1%−2−0.1%減碼–
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF1,915$10.7 萬<0.1%00.0%不變–
DCIDonaldson Co IncStock1,849$11.0 萬<0.1%+1,263+215.5%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -1,194$11.0 萬<0.1%+856+253.3%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF350$11.2 萬<0.1%00.0%不變–
First Tr Exchange-Traded Alp33735B108COM SHS1,091$11.2 萬<0.1%−3−0.3%減碼–
First Trust Dow Jones Internet Index Fund33733E302ETF499$11.3 萬<0.1%−4−0.8%減碼–
NTRSNorthern Trust CorpCOM945$11.3 萬<0.1%+578+157.5%加碼歷史
COFCapital One Financial CorpStock792$11.5 萬<0.1%+660+500.0%加碼歷史
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF665$11.6 萬<0.1%−17−2.5%減碼–
State Street SPDR S&P Regional Banking ETF78464A698ETF1,647$11.7 萬<0.1%−53−3.1%減碼–
PSNParsons CorpCOM3,500$11.8 萬<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM2,745$12.0 萬<0.1%+2,273+481.6%加碼歷史
TAT&T Inc.Stock4,904$12.1 萬<0.1%+3,719+313.8%加碼歷史
MRTNMarten Transport LtdCOM7,057$12.1 萬<0.1%+15+0.2%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF680$12.2 萬<0.1%+239+54.2%加碼–
CLColgate Palmolive CoStock1,465$12.5 萬<0.1%+1,078+278.6%加碼歷史
NEMNEWMONT CorpStock2,030$12.6 萬<0.1%−60−2.9%減碼歷史
iShares Tr46428951110+ YR INVST GRD1,811$12.6 萬<0.1%+1,811新進–

2021 年第 3 季之後清倉（20 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

Benjamin Edwards Inc 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
iShares Tr464288588MBS ETF9,061$98.0 萬0.6%–
HLIHoulihan Lokey, Inc.CL A3,879$35.7 萬0.2%歷史
iShares Tr46434VBK5IBONDS DEC21 ETF9,097$22.5 萬0.1%–
BALLBALL CorpCOM1,409$12.7 萬0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF1,847$11.4 萬0.1%–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH1,481$8.30 萬0.1%–
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS3,605$7.60 萬<0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF1,411$7.10 萬<0.1%–
iShares Tr46428865310-20 YR TRS ETF449$6.60 萬<0.1%–
BEBloom Energy CorpCOM CL A3,406$6.40 萬<0.1%歷史
ZZillow Group, Inc.CL C CAP STK427$3.80 萬<0.1%歷史
EXPEExpedia Group, Inc.Stock184$3.00 萬<0.1%歷史
Nuveen Select Tax Free Incom67063C106SH BEN INT1,700$2.70 萬<0.1%–
PRLBProto Labs IncCOM264$1.80 萬<0.1%歷史
SESea LtdSPONSORD ADS52$1.70 萬<0.1%歷史
AFLAflac IncStock143$7,000<0.1%歷史
iShares Tr46429B366CMBS ETF96$5,000<0.1%–
First Tr Exch Traded FD III33739P202EME MRK BD ETF112$4,000<0.1%–
GLWCorning IncCOM82$3,000<0.1%歷史
TTNPTitan Pharmaceuticals IncCOM NEW2$00.0%歷史