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Benjamin Edwards Inc

SEC CIK
0001451623
最新申報
2026/7/24

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/4 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
690
較 2021 年第 4 季 −28
總值
$3.44 億
較 2021 年第 4 季 +$3,520 萬 (+11.4%)
申報日
2022/5/4
SEC
Benjamin Edwards Inc 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock64,910$1,133 萬3.3%+8,071+14.2%加碼歷史
MSFTMicrosoft CorpStock23,585$727.1 萬2.1%+4,294+22.3%加碼歷史
NEENextera Energy IncStock78,638$666.1 萬1.9%−13,561−14.7%減碼歷史
ACNAccenture plcStock16,048$541.2 萬1.6%+2,733+20.5%加碼歷史
WECWec Energy Group, Inc.Stock52,193$520.9 萬1.5%−2,181−4.0%減碼歷史
AEPAmerican Electric Power Co IncStock50,967$508.5 萬1.5%−1,724−3.3%減碼歷史
NVDANVIDIA CorpStock18,613$507.9 萬1.5%+5,555+42.5%加碼歷史
XELXcel Energy IncStock65,296$471.2 萬1.4%+2,779+4.4%加碼歷史
ABBVAbbVie Inc.Stock26,514$429.8 萬1.2%+10,961+70.5%加碼歷史
EVRGEvergy, Inc.Stock57,495$392.9 萬1.1%+2,186+4.0%加碼歷史
COSTCostco Wholesale CorpStock6,703$386.0 萬1.1%+1,645+32.5%加碼歷史
CMSCMS Energy CorpCOM55,160$385.8 萬1.1%−5,742−9.4%減碼歷史
BKHBlack Hills CorpCOM49,991$385.0 萬1.1%−1,676−3.2%減碼歷史
IDAIdacorp IncCOM33,212$383.1 萬1.1%−1,404−4.1%減碼歷史
LNTAlliant Energy CorpStock60,078$375.4 萬1.1%−5,540−8.4%減碼歷史
UNPUnion Pacific CorpStock13,597$371.5 萬1.1%+2,374+21.2%加碼歷史
TXNMTXNM Energy IncCOM74,976$357.4 萬1.0%+10,487+16.3%加碼歷史
AMZNAmazon Com IncStock1,055$343.9 萬1.0%+316+42.8%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF100,061$343.0 萬1.0%−12,432−11.1%減碼–
ABTAbbott LaboratoriesStock28,272$334.6 萬1.0%+6,588+30.4%加碼歷史
HDHome Depot, Inc.Stock11,121$332.9 萬1.0%+1,275+12.9%加碼歷史
GOOGLAlphabet Inc.Stock1,063$295.7 萬0.9%+309+41.0%加碼歷史
ADPAutomatic Data Processing IncStock12,833$292.0 萬0.8%+2,036+18.9%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS56,432$291.9 萬0.8%+26,591+89.1%加碼–
VZVerizon Communications IncStock55,223$281.3 萬0.8%+12,548+29.4%加碼歷史
CVXChevron CorpStock17,240$280.7 萬0.8%+3,329+23.9%加碼歷史
DEDeere & CoStock6,684$277.7 萬0.8%+1,631+32.3%加碼歷史
MCDMcDonalds CorpStock11,102$274.5 萬0.8%+1,244+12.6%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS45,497$269.6 萬0.8%+45,323+26,047.7%加碼–
iShares Tr4642886613 7 YR TREAS BD22,084$269.5 萬0.8%+22,084新進–
DGDollar General CorpCOM11,803$262.8 萬0.8%+1,236+11.7%加碼歷史
PEPPepsiCo IncStock15,581$260.8 萬0.8%+2,622+20.2%加碼歷史
ITWIllinois Tool Works IncStock12,447$260.6 萬0.8%+2,146+20.8%加碼歷史
WMTWalmart Inc.Stock16,557$246.6 萬0.7%+2,316+16.3%加碼歷史
MRKMerck & Co., Inc.Stock29,897$245.3 萬0.7%+6,127+25.8%加碼歷史
First Tr Exchange-Traded FD33734H106SHS57,962$245.2 萬0.7%+40,013+222.9%加碼–
XOMExxonMobil Holdings CorpCOM28,986$239.4 萬0.7%+4,360+17.7%加碼歷史
TSCOTractor Supply CoCOM9,155$213.6 萬0.6%+1,126+14.0%加碼歷史
WSOWatsco IncCOM6,787$206.8 萬0.6%+570+9.2%加碼歷史
JPMJPMorgan Chase & CoStock15,115$206.0 萬0.6%+1,650+12.3%加碼歷史
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF88,793$205.7 萬0.6%+7,854+9.7%加碼–
BRK.BBerkshire Hathaway IncStock5,749$202.9 萬0.6%+1,027+21.7%加碼歷史
FASTFastenal CoStock33,771$200.6 萬0.6%+9,852+41.2%加碼歷史
RSGRepublic Services, Inc.COM14,827$196.5 萬0.6%−3,266−18.1%減碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF22,963$191.4 萬0.6%+162+0.7%加碼–
AWKAmerican Water Works Company, Inc.Stock11,404$188.8 萬0.5%+2,845+33.2%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF44,694$186.6 萬0.5%−20,688−31.6%減碼–
AJGArthur J. Gallagher & Co.COM10,648$185.9 萬0.5%+277+2.7%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD103,504$182.6 萬0.5%+61,502+146.4%加碼–
IAUiShares Gold TrustETF49,548$182.5 萬0.5%−20,939−29.7%減碼歷史
JNJJohnson & JohnsonStock10,124$179.4 萬0.5%−2,313−18.6%減碼歷史
AMATApplied Materials IncStock13,520$178.2 萬0.5%+3,301+32.3%加碼歷史
NTRNutrien Ltd.COM17,155$177.5 萬0.5%+5,404+46.0%加碼歷史
KMBKimberly Clark CorpStock14,012$172.6 萬0.5%+1,981+16.5%加碼歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF87,962$167.3 萬0.5%−1,909−2.1%減碼–
MAMastercard IncStock4,678$167.2 萬0.5%+1,111+31.1%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF21,198$164.4 萬0.5%−534−2.5%減碼–
PGProcter & Gamble CoStock10,725$163.9 萬0.5%+3,376+45.9%加碼歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD85,968$163.3 萬0.5%+23,722+38.1%加碼–
EMREmerson Electric CoStock16,528$162.1 萬0.5%+5,817+54.3%加碼歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF65,002$160.2 萬0.5%+52,601+424.2%加碼–
SYKStryker CorpStock5,990$160.1 萬0.5%+1,205+25.2%加碼歷史
UPSUnited Parcel Service IncStock7,309$156.8 萬0.5%+5,921+426.6%加碼歷史
iShares Tr4642874571 3 YR TREAS BD18,815$156.8 萬0.5%+16,029+575.3%加碼–
TROWPrice T Rowe Group IncStock10,362$156.7 萬0.5%+3,005+40.8%加碼歷史
QCOMQualcomm IncStock10,014$153.0 萬0.4%+880+9.6%加碼歷史
AMTAmerican Tower CorpREIT6,029$151.5 萬0.4%+1,006+20.0%加碼歷史
NVSNovartis AGADR17,194$150.9 萬0.4%+5,561+47.8%加碼歷史
CSCOCisco Systems, Inc.Stock26,047$145.2 萬0.4%+542+2.1%加碼歷史
iShares Tr464288687PFD AND INCM SEC39,823$145.0 萬0.4%−27,284−40.7%減碼–
iShares Tr46436E593IBOND DEC 203066,202$144.4 萬0.4%+66,202新進–
EOGEOG Resources IncStock12,021$143.3 萬0.4%+11,137+1,259.8%加碼歷史
DISWalt Disney CoStock10,236$140.4 萬0.4%+2,816+38.0%加碼歷史
SHWSherwin Williams CoCOM5,502$137.4 萬0.4%+945+20.7%加碼歷史
MKCMcCormick & Co IncStock13,583$135.6 萬0.4%+1,285+10.4%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF15,614$134.3 萬0.4%+4,082+35.4%加碼–
GILDGilead Sciences, Inc.Stock22,122$131.5 萬0.4%+4,621+26.4%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID29,597$131.5 萬0.4%−712−2.3%減碼–
SPGIS&P Global Inc.Stock3,145$129.0 萬0.4%+731+30.3%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF11,992$128.4 萬0.4%+2,748+29.7%加碼–
CASYCaseys General Stores IncCOM6,429$127.4 萬0.4%+753+13.3%加碼歷史
APDAir Products & Chemicals, Inc.Stock5,026$125.6 萬0.4%+346+7.4%加碼歷史
CVSCVS Health CorpStock11,936$120.8 萬0.4%+4,705+65.1%加碼歷史
PFEPfizer IncStock22,842$118.3 萬0.3%+4,346+23.5%加碼歷史
SNASnap-on IncCOM5,759$118.3 萬0.3%+632+12.3%加碼歷史
STESTERIS plcSHS USD4,793$115.9 萬0.3%−633−11.7%減碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD12,071$113.1 萬0.3%+3,456+40.1%加碼–
LOWLowes Companies IncStock5,570$112.6 萬0.3%+2,135+62.2%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD14,359$112.1 萬0.3%−25,305−63.8%減碼–
iShares Tr46436E874IBONDS 24 TRM TS44,888$110.6 萬0.3%−2,813−5.9%減碼–
iShares Tr464288638ISHS 5-10YR INVT19,886$109.1 萬0.3%+5,589+39.1%加碼–
JKHYJack Henry & Associates IncStock5,499$108.4 萬0.3%+681+14.1%加碼歷史
EQIXEquinix IncCOM1,435$106.4 萬0.3%+178+14.2%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF14,282$106.3 萬0.3%+12,276+612.0%加碼–
CARRCarrier Global CorpStock22,482$103.1 萬0.3%−2,299−9.3%減碼歷史
PENNPENN Entertainment, Inc.COM24,316$103.1 萬0.3%+11,391+88.1%加碼歷史
PYPLPayPal Holdings, Inc.Stock8,895$102.9 萬0.3%+3,980+81.0%加碼歷史
PGRProgressive CorpStock8,924$101.7 萬0.3%+136+1.5%加碼歷史
SPDR Series Trust78464A201ST STR SP600GRWO12,081$101.3 萬0.3%+516+4.5%加碼–
KMIKinder Morgan, Inc.Stock53,373$100.9 萬0.3%+14,734+38.1%加碼歷史

2021 年第 4 季之後清倉(89 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Benjamin Edwards Inc 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Invesco Exch Traded FD Tr II46138E511PFD ETF29,497$44.2 萬0.1%–
Invesco Exch Traded FD Tr II46138E693FNDMNTL IG CRP14,351$37.6 萬0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF6,754$30.8 萬0.1%–
LEGLeggett & Platt IncStock6,246$25.7 萬0.1%歷史
JBSSSanfilippo John B & Son IncCOM2,298$20.7 萬0.1%歷史
HFCHollyFrontier CorpCOM6,249$20.5 萬0.1%歷史
HCIHCI Group, Inc.COM2,381$19.9 萬0.1%歷史
iShares Tr46436E809IBONDS 22 TRM TS6,552$16.6 萬0.1%–
iShares Tr46428951110+ YR INVST GRD1,811$12.6 萬<0.1%–
MRTNMarten Transport LtdCOM7,057$12.1 萬<0.1%歷史
Vanguard Real Estate ETF922908553ETF916$10.6 萬<0.1%–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD4,043$9.30 萬<0.1%–
UGIUgi CorpStock1,617$7.40 萬<0.1%歷史
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP1,266$7.30 萬<0.1%–
IPInternational Paper CoCOM971$4.60 萬<0.1%歷史
Ci Finl Corp125491100COM1,867$3.90 萬<0.1%–
TWTRTwitter, Inc.COM865$3.70 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR889$3.40 萬<0.1%歷史
iShares Tr46435G755IBONDS DEC20221,178$3.10 萬<0.1%–
CCEPCoca-Cola Europacific Partners plcSHS505$2.80 萬<0.1%歷史
PWRQuanta Services, Inc.COM214$2.50 萬<0.1%歷史
INFOIHS Markit Ltd.SHS185$2.50 萬<0.1%歷史
FTNTFortinet, Inc.Stock64$2.30 萬<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM63$2.30 萬<0.1%歷史
ACLSAxcelis Technologies IncStock279$2.10 萬<0.1%歷史
LPXLouisiana-Pacific CorpCOM243$1.90 萬<0.1%歷史
CIENCiena CorpCOM NEW243$1.90 萬<0.1%歷史
MASIMasimo CorpCOM62$1.80 萬<0.1%歷史
IRDMIridium Communications Inc.COM403$1.70 萬<0.1%歷史
AZTAAzenta, Inc.COM153$1.60 萬<0.1%歷史
MKSIMKS IncCOM79$1.40 萬<0.1%歷史
BIOBio-Rad Laboratories, Inc.CL A18$1.40 萬<0.1%歷史
MUSAMurphy USA Inc.COM67$1.30 萬<0.1%歷史
STXSeagate Technology Holdings plcORD SHS119$1.30 萬<0.1%歷史
SSTKShutterstock, Inc.COM110$1.20 萬<0.1%歷史
NARIInari Medical, Inc.Stock122$1.10 萬<0.1%歷史
Barrick Gold Corp067901108COM601$1.10 萬<0.1%–
SGISomnigroup International Inc.COM239$1.10 萬<0.1%歷史
TOLToll Brothers, Inc.COM151$1.10 萬<0.1%歷史
CGNXCognex CorpCOM143$1.10 萬<0.1%歷史
WENWendy's CoStock414$1.00 萬<0.1%歷史
AMKRAmkor Technology, Inc.COM368$9,000<0.1%歷史
EAElectronic Arts Inc.COM66$9,000<0.1%歷史
IBPInstalled Building Products, Inc.COM61$9,000<0.1%歷史
CORTCorcept Therapeutics IncCOM463$9,000<0.1%歷史
INVAInnoviva, Inc.COM516$9,000<0.1%歷史
BHP Group Ltd05545E209SPONSORED ADR146$9,000<0.1%–
JPMorgan Chase & Co46625H365ALERIAN ML ETN495$9,000<0.1%–
JOEST JOE CoCOM161$8,000<0.1%歷史
JHGJanus Henderson Group Ltd.ORD SHS199$8,000<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM17$8,000<0.1%歷史
NRGNRG Energy, Inc.Stock158$7,000<0.1%歷史
AEISAdvanced Energy Industries IncCOM77$7,000<0.1%歷史
SHOOSteven Madden, Ltd.COM143$7,000<0.1%歷史
AGNCAGNC Investment Corp.REIT368$6,000<0.1%歷史
LWLGLightwave Logic, Inc.COM399$6,000<0.1%歷史
UHSUniversal Health Services IncCL B46$6,000<0.1%歷史
RSReliance, Inc.COM37$6,000<0.1%歷史
WNCWabash National CorpCOM291$6,000<0.1%歷史
FCFSFirstCash Holdings, Inc.COM66$5,000<0.1%歷史
TRNTrinity Industries IncCOM151$5,000<0.1%歷史
MEDMedifast IncCOM23$5,000<0.1%歷史
ABMDAbiomed IncCOM13$5,000<0.1%歷史
JJacobs Solutions Inc.COM35$5,000<0.1%歷史
NIMNuveen Select Maturities Municipal FundSH BEN INT397$4,000<0.1%歷史
CFGCitizens Financial Group IncCOM95$4,000<0.1%歷史
WORWorthington Enterprises, Inc.COM65$4,000<0.1%歷史
NVRIEnviri CorpCOM229$4,000<0.1%歷史
LGNDLigand Pharmaceuticals IncCOM NEW19$3,000<0.1%歷史
BCCBoise Cascade CoCOM45$3,000<0.1%歷史
FFFutureFuel Corp.COM345$3,000<0.1%歷史
CERNCERNER CorpCOM31$3,000<0.1%歷史
EGRXEagle Pharmaceuticals, Inc.COM66$3,000<0.1%歷史
HAHawaiian Holdings IncCOM137$3,000<0.1%歷史
MUMicron Technology IncStock23$2,000<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock11$2,000<0.1%歷史
ENVAEnova International, Inc.COM43$2,000<0.1%歷史
CCSCentury Communities, Inc.COM24$2,000<0.1%歷史
NSPInsperity, Inc.COM20$2,000<0.1%歷史
SEMSelect Medical Holdings CorpCOM83$2,000<0.1%歷史
FLOWSPX FLOW, Inc.COM28$2,000<0.1%歷史
AAOIApplied Optoelectronics, Inc.COM163$1,000<0.1%歷史
WTWisdomTree, Inc.COM220$1,000<0.1%歷史
EHTHeHealth, Inc.COM38$1,000<0.1%歷史
HIBBHibbett IncCOM19$1,000<0.1%歷史
BFHBread Financial Holdings, Inc.COM6$00.0%歷史
FCPTFour Corners Property Trust, Inc.COM1$00.0%歷史
VMEOVimeo, Inc.COMMON STOCK7$00.0%歷史
LYLTQLoyalty Ventures Inc.COMMON STOCK2$00.0%歷史