Benjamin Edwards Inc
- SEC CIK
- 0001451623
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/7 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 733
- 較 2022 年第 3 季 +17
- 總值
- $3.80 億
- 較 2022 年第 3 季 +$4,725 萬 (+14.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 367 | $1.70 萬 | <0.1% | +176+92.1% | 加碼 | – |
| CALYCallaway Golf Co | COM | 857 | $1.70 萬 | <0.1% | +857 | 新進 | 歷史 |
| MBUUMalibu Boats, Inc. | COM CL A | 313 | $1.70 萬 | <0.1% | +313 | 新進 | 歷史 |
| NEOGNeogen Corp | COM | 1,085 | $1.70 萬 | <0.1% | +173+19.0% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 209 | $1.70 萬 | <0.1% | +209 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 154 | $1.80 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 348 | $1.80 萬 | <0.1% | +348 | 新進 | 歷史 |
| PORPortland General Electric Co | COM NEW | 377 | $1.80 萬 | <0.1% | +377 | 新進 | 歷史 |
| UUnity Software Inc. | COM | 647 | $1.80 萬 | <0.1% | +138+27.1% | 加碼 | 歷史 |
| BLNKBlink Charging Co. | COM | 1,660 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 109 | $1.90 萬 | <0.1% | +1+0.9% | 加碼 | – |
| EIXEdison International | Stock | 304 | $1.90 萬 | <0.1% | +304 | 新進 | 歷史 |
| CCSCentury Communities, Inc. | COM | 375 | $1.90 萬 | <0.1% | +375 | 新進 | 歷史 |
| STEPStepStone Group Inc. | COM CL A | 766 | $1.90 萬 | <0.1% | +8+1.1% | 加碼 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 2,458 | $1.90 萬 | <0.1% | +23+0.9% | 加碼 | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 106 | $1.90 萬 | <0.1% | +106 | 新進 | 歷史 |
| TXNMTXNM Energy Inc | COM | 382 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVEnvestnet, Inc. | COM | 312 | $1.90 萬 | <0.1% | +312 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 354 | $2.00 萬 | <0.1% | −503−58.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 24 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 338 | $2.00 萬 | <0.1% | +338 | 新進 | 歷史 |
| AVAAvista Corp | COM | 448 | $2.00 萬 | <0.1% | +448 | 新進 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 439 | $2.00 萬 | <0.1% | +439 | 新進 | 歷史 |
| SXIStandex International Corp | COM | 191 | $2.00 萬 | <0.1% | +191 | 新進 | 歷史 |
| BCPCBalchem Corp | COM | 163 | $2.00 萬 | <0.1% | +163 | 新進 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 149 | $2.00 萬 | <0.1% | +149 | 新進 | 歷史 |
| STLDSteel Dynamics Inc | COM | 200 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PDPagerDuty, Inc. | COM | 762 | $2.00 萬 | <0.1% | +148+24.1% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 1,724 | $2.10 萬 | <0.1% | −3,507−67.0% | 減碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 528 | $2.10 萬 | <0.1% | +107+25.4% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 432 | $2.10 萬 | <0.1% | −44−9.2% | 減碼 | 歷史 |
| VNTVontier Corp | Stock | 1,155 | $2.20 萬 | <0.1% | +1,155 | 新進 | 歷史 |
| PATHUiPath, Inc. | Stock | 1,699 | $2.20 萬 | <0.1% | +371+27.9% | 加碼 | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 824 | $2.20 萬 | <0.1% | +824 | 新進 | 歷史 |
| SPSCSPS Commerce Inc | COM | 169 | $2.20 萬 | <0.1% | +169 | 新進 | 歷史 |
| FNFabrinet | SHS | 173 | $2.20 萬 | <0.1% | +173 | 新進 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 834 | $2.20 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 476 | $2.20 萬 | <0.1% | 00.0% | 不變 | – |
| TDOCTeladoc Health, Inc. | COM | 927 | $2.20 萬 | <0.1% | +193+26.3% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 169 | $2.20 萬 | <0.1% | +169 | 新進 | – |
| VLOValero Energy Corp | Stock | 179 | $2.30 萬 | <0.1% | +2+1.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 2,015 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| AMNAmn Healthcare Services Inc | COM | 228 | $2.30 萬 | <0.1% | +228 | 新進 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 146 | $2.40 萬 | <0.1% | +146 | 新進 | 歷史 |
| SWXSouthwest Gas Holdings, Inc. | COM | 390 | $2.40 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 242 | $2.40 萬 | <0.1% | −69−22.2% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 414 | $2.40 萬 | <0.1% | +28+7.3% | 加碼 | 歷史 |
| FOXFFox Factory Holding Corp | COM | 258 | $2.40 萬 | <0.1% | +258 | 新進 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 317 | $2.40 萬 | <0.1% | +32+11.2% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 494 | $2.50 萬 | <0.1% | −763−60.7% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 713 | $2.50 萬 | <0.1% | +88+14.1% | 加碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 406 | $2.50 萬 | <0.1% | +223+121.9% | 加碼 | – |
| NTLAIntellia Therapeutics, Inc. | COM | 710 | $2.50 萬 | <0.1% | +141+24.8% | 加碼 | 歷史 |
| CHXChampionX Corp | COM | 864 | $2.50 萬 | <0.1% | +864 | 新進 | 歷史 |
| GNTXGentex Corp | COM | 963 | $2.60 萬 | <0.1% | +5+0.5% | 加碼 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 442 | $2.60 萬 | <0.1% | +442 | 新進 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 392 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 300 | $2.60 萬 | <0.1% | +300 | 新進 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 1,623 | $2.60 萬 | <0.1% | +1,623 | 新進 | 歷史 |
| CHEChemed Corp | COM | 50 | $2.60 萬 | <0.1% | +2+4.2% | 加碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 367 | $2.60 萬 | <0.1% | +108+41.7% | 加碼 | 歷史 |
| TTECTTEC Holdings, Inc. | COM | 594 | $2.60 萬 | <0.1% | +6+1.0% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 706 | $2.60 萬 | <0.1% | +5+0.7% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 123 | $2.70 萬 | <0.1% | +123 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 818 | $2.80 萬 | <0.1% | +436+114.1% | 加碼 | – |
| BLDRBuilders FirstSource, Inc. | Stock | 425 | $2.80 萬 | <0.1% | +425 | 新進 | 歷史 |
| CWCurtiss Wright Corp | Stock | 167 | $2.80 萬 | <0.1% | +167 | 新進 | 歷史 |
| PPLIPeople Inc | COM NEW | 620 | $2.80 萬 | <0.1% | +103+19.9% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 936 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| FSVFirstService Corp | COM | 225 | $2.80 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 594 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 1,750 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 156 | $3.00 萬 | <0.1% | +7+4.7% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 258 | $3.00 萬 | <0.1% | +258 | 新進 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 209 | $3.10 萬 | <0.1% | +209 | 新進 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 685 | $3.10 萬 | <0.1% | +8+1.2% | 加碼 | – |
| ROKURoku, Inc | COM CL A | 759 | $3.10 萬 | <0.1% | +191+33.6% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 518 | $3.20 萬 | <0.1% | +271+109.7% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 445 | $3.20 萬 | <0.1% | +14+3.2% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 900 | $3.20 萬 | <0.1% | −1,109−55.2% | 減碼 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 1,477 | $3.20 萬 | <0.1% | −8,313−84.9% | 減碼 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 1,442 | $3.20 萬 | <0.1% | −1,936−57.3% | 減碼 | – |
| iShares Tr46436E460 | IBONDS DEC 2031 | 1,549 | $3.20 萬 | <0.1% | −60,623−97.5% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 1,430 | $3.20 萬 | <0.1% | +1,430 | 新進 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 1,384 | $3.20 萬 | <0.1% | −2,135−60.7% | 減碼 | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 1,311 | $3.20 萬 | <0.1% | −1,829−58.2% | 減碼 | – |
| GMEDGlobus Medical Inc | Stock | 439 | $3.30 萬 | <0.1% | +150+51.9% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 534 | $3.30 萬 | <0.1% | +18+3.5% | 加碼依 2 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 1,260 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| PMMFranklin Managed Municipal Income Trust | COM | 5,400 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 533 | $3.50 萬 | <0.1% | −183−25.6% | 減碼 | – |
| GWREGuidewire Software, Inc. | COM | 578 | $3.60 萬 | <0.1% | +100+20.9% | 加碼 | 歷史 |
| Enerplus Corp292766102 | COM | 2,019 | $3.60 萬 | <0.1% | +26+1.3% | 加碼 | – |
| OSHOak Street Health, Inc. | COM | 1,674 | $3.60 萬 | <0.1% | +285+20.5% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 393 | $3.70 萬 | <0.1% | −139−26.1% | 減碼 | – |
| WELLWelltower Inc. | REIT | 582 | $3.80 萬 | <0.1% | −1,681−74.3% | 減碼 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 392 | $3.80 萬 | <0.1% | +1+0.3% | 加碼 | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 53 | $4.00 萬 | <0.1% | +53 | 新進 | 歷史 |
| FICOFair Isaac Corp | COM | 68 | $4.10 萬 | <0.1% | +31+83.8% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 338 | $4.20 萬 | <0.1% | −14−4.0% | 減碼 | – |
2022 年第 3 季之後清倉（42 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A672 | ST INTER ETF | 114,936 | $323.3 萬 | 1.0% | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 33,024 | $203.7 萬 | 0.6% | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 21,536 | $53.9 萬 | 0.2% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 23,513 | $53.3 萬 | 0.2% | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,257 | $41.3 萬 | 0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,410 | $24.7 萬 | 0.1% | – |
| GNRCGenerac Holdings Inc. | Stock | 1,150 | $20.5 萬 | 0.1% | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 5,348 | $12.3 萬 | <0.1% | – |
| STORStore Capital LLC | COM | 3,914 | $12.3 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 687 | $7.60 萬 | <0.1% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 1,300 | $7.00 萬 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 589 | $6.00 萬 | <0.1% | – |
| Schwab U.S. REIT ETF808524847 | ETF | 2,835 | $5.30 萬 | <0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 544 | $4.80 萬 | <0.1% | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 513 | $4.30 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 1,713 | $3.60 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 1,889 | $3.50 萬 | <0.1% | – |
| MTDRMatador Resources Co | COM | 600 | $2.90 萬 | <0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 125 | $2.60 萬 | <0.1% | – |
| AVBAvalonbay Communities Inc | COM | 142 | $2.60 萬 | <0.1% | 歷史 |
| AIZAssurant, Inc. | Stock | 149 | $2.20 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 95 | $1.40 萬 | <0.1% | 歷史 |
| iShares Tr464288588 | MBS ETF | 145 | $1.30 萬 | <0.1% | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 317 | $7,000 | <0.1% | – |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 330 | $7,000 | <0.1% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 142 | $6,000 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 290 | $6,000 | <0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 35 | $4,000 | <0.1% | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 49 | $3,000 | <0.1% | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 52 | $3,000 | <0.1% | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 156 | $3,000 | <0.1% | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 81 | $3,000 | <0.1% | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 37 | $2,000 | <0.1% | – |
| ABNBAirbnb, Inc. | Stock | 15 | $2,000 | <0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 11 | $2,000 | <0.1% | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 13 | $1,000 | <0.1% | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 49 | $1,000 | <0.1% | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 49 | $1,000 | <0.1% | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 17 | $1,000 | <0.1% | – |
| ALZNAlzamend Neuro, Inc. | COM NEW | 1,000 | $1,000 | <0.1% | 歷史 |
| SNAPSnap Inc | Stock | 1 | $0 | 0.0% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 2 | $0 | 0.0% | – |