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Livermore
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Benjamin Edwards Inc

SEC CIK
0001451623
最新申報
2026/7/24

2023 年第 1 季持倉

持倉截至 2023/3/31，2023/4/27 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
706
較 2022 年第 4 季 −27
總值
$4.10 億
較 2022 年第 4 季 +$2,948 萬 (+7.8%)
申報日
2023/4/27
SEC
Benjamin Edwards Inc 在 2023 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
JOBYJoby Aviation, Inc.COMMON STOCK1,500$7,000<0.1%00.0%不變歷史
CBOECboe Global Markets, Inc.COM53$7,000<0.1%−29−35.4%減碼歷史
DHIHorton D R IncCOM70$7,000<0.1%−72−50.7%減碼歷史
First Tr Exchange-Traded FD33738D804LTD DUR INVT ETF395$7,000<0.1%+395新進–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT155$7,000<0.1%−158−50.5%減碼–
TFCTruist Financial CorpCOM201$7,000<0.1%−7,809−97.5%減碼歷史
IPGInterpublic Group of Companies, Inc.COM199$7,000<0.1%−143−41.8%減碼歷史
MROMarathon Oil CorpCOM300$7,000<0.1%00.0%不變歷史
VLOValero Energy CorpStock54$8,000<0.1%−125−69.8%減碼歷史
Schwab US Aggregate Bond ETF808524839ETF164$8,000<0.1%00.0%不變–
CMPCompass Minerals International IncStock223$8,000<0.1%+1+0.5%加碼歷史
VMRKVivmark ResidentialSH BEN INT132$8,000<0.1%−126−48.8%減碼歷史
GRMNGarmin LtdSHS83$8,000<0.1%−36−30.3%減碼歷史
BLNKBlink Charging Co.COM906$8,000<0.1%−754−45.4%減碼歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS5,917$8,000<0.1%+1,535+35.0%加碼歷史
IVZInvesco Ltd.Stock575$9,000<0.1%+6+1.1%加碼歷史
CAGConagra Brands Inc.Stock239$9,000<0.1%−179−42.8%減碼歷史
STZConstellation Brands, Inc.Stock40$9,000<0.1%00.0%不變歷史
ALGTAllegiant Travel COCOM100$9,000<0.1%00.0%不變歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B108$9,000<0.1%00.0%不變歷史
ATVIActivision Blizzard, Inc.COM100$9,000<0.1%−217−68.5%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF154$1.00 萬<0.1%−95−38.2%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF200$1.00 萬<0.1%+200新進–
OMCOmnicom Group Inc.COM107$1.00 萬<0.1%−17−13.7%減碼歷史
THOThor Industries IncCOM123$1.00 萬<0.1%+45+57.7%加碼歷史
MNSTMonster Beverage CorpCOM180$1.00 萬<0.1%+180新進歷史
AMEAmetek IncCOM70$1.00 萬<0.1%+1+1.4%加碼歷史
BYDBoyd Gaming CorpCOM152$1.00 萬<0.1%00.0%不變歷史
BFAMBright Horizons Family Solutions Inc.COM125$1.00 萬<0.1%+46+58.2%加碼歷史
LYVLive Nation Entertainment, Inc.COM140$1.00 萬<0.1%+140新進歷史
iShares Tr464287150CORE S&P TTL STK114$1.00 萬<0.1%+1+0.9%加碼–
MARMarriott International IncStock69$1.10 萬<0.1%+69新進歷史
iShares Russell Midcap ETF464287499ETF163$1.10 萬<0.1%+14+9.4%加碼–
Vanguard Dividend Appreciation ETF921908844ETF68$1.10 萬<0.1%00.0%不變–
iShares Core Dividend Growth ETF46434V621ETF228$1.10 萬<0.1%+88+62.9%加碼–
SCHWSchwab Charles CorpStock209$1.10 萬<0.1%−1,499−87.8%減碼歷史
U.S. Global Jets ETF26922A842ETF579$1.10 萬<0.1%00.0%不變–
Global X FDS37954Y483NASDAQ 100 COVER654$1.10 萬<0.1%00.0%不變–
ULTAUlta Beauty, Inc.Stock22$1.20 萬<0.1%00.0%不變歷史
SMGScotts Miracle-Gro CoStock165$1.20 萬<0.1%+58+54.2%加碼歷史
LIILennox International IncCOM49$1.20 萬<0.1%+18+58.1%加碼歷史
NXPNuveen Select Tax Free Income PortfolioSH BEN INT850$1.20 萬<0.1%00.0%不變歷史
ALLEAllegion plcORD SHS117$1.20 萬<0.1%+42+56.0%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN1,000$1.20 萬<0.1%00.0%不變歷史
MFMAberdeen Municipal Income FundSH BEN INT2,300$1.20 萬<0.1%00.0%不變歷史
PACBPacific Biosciences of California, Inc.COM1,060$1.20 萬<0.1%+132+14.2%加碼歷史
TELTE Connectivity plcREG SHS95$1.20 萬<0.1%−1,279−93.1%減碼歷史
ELEstee Lauder Companies IncCL A51$1.30 萬<0.1%+51新進歷史
TDYTeledyne Technologies IncCOM29$1.30 萬<0.1%+12+70.6%加碼歷史
VCYTVeracyte, Inc.COM566$1.30 萬<0.1%+31+5.8%加碼歷史
iShares Tr46435U432IBONDS DEC 25480$1.30 萬<0.1%+480新進–
BHPBHP Group LtdADR223$1.40 萬<0.1%−295−56.9%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF59$1.40 萬<0.1%+13+28.3%加碼–
HOODRobinhood Markets, Inc.Stock1,454$1.40 萬<0.1%+72+5.2%加碼歷史
PANWPalo Alto Networks IncStock70$1.40 萬<0.1%+70新進歷史
GEVOGevo, Inc.COM PAR9,373$1.40 萬<0.1%−70,584−88.3%減碼歷史
ARK Innovation ETF00214Q104ETF367$1.50 萬<0.1%00.0%不變–
TXG10x Genomics, Inc.CL A COM261$1.50 萬<0.1%+35+15.5%加碼歷史
SUMSummit Materials, Inc.CL A518$1.50 萬<0.1%−7,694−93.7%減碼歷史
LULUlululemon athletica inc.Stock45$1.60 萬<0.1%00.0%不變歷史
iShares Russell 1000 Value ETF464287598ETF105$1.60 萬<0.1%+14+15.4%加碼–
First Tr Exchange-Traded FD33739Q309HIGH INCM STRGC350$1.60 萬<0.1%00.0%不變–
APOApollo Global Management, Inc.COM255$1.60 萬<0.1%+235+1,175.0%加碼歷史
DSLDoubleLine Income Solutions FundCOM1,375$1.60 萬<0.1%00.0%不變歷史
SITESiteOne Landscape Supply, Inc.COM120$1.60 萬<0.1%+45+60.0%加碼歷史
ZBRAZebra Technologies CorpCL A53$1.70 萬<0.1%+20+60.6%加碼歷史
TERTeradyne, IncStock172$1.80 萬<0.1%+60+53.6%加碼歷史
LPXLouisiana-Pacific CorpCOM338$1.80 萬<0.1%00.0%不變歷史
TREXTrex Co IncCOM376$1.80 萬<0.1%00.0%不變歷史
TXNMTXNM Energy IncCOM382$1.90 萬<0.1%00.0%不變歷史
COOCooper Companies, Inc.COM NEW51$1.90 萬<0.1%+21+70.0%加碼歷史
VFCV F CorpStock882$2.00 萬<0.1%−1,870−68.0%減碼歷史
SBIWestern Asset Intermediate Muni Fund Inc.COM2,480$2.00 萬<0.1%+22+0.9%加碼歷史
RBLXRoblox CorpStock457$2.10 萬<0.1%−74−13.9%減碼歷史
ZTSZoetis Inc.Stock129$2.10 萬<0.1%+129新進歷史
SAIASaia IncCOM77$2.10 萬<0.1%+77新進歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF476$2.10 萬<0.1%00.0%不變–
PDPagerDuty, Inc.COM588$2.10 萬<0.1%−174−22.8%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF223$2.20 萬<0.1%−170−43.3%減碼–
DOMOHuckleberry.ai, Inc.Stock1,544$2.20 萬<0.1%+924+149.0%加碼歷史
TTECTTEC Holdings, Inc.COM586$2.20 萬<0.1%−8−1.3%減碼歷史
NEOGNeogen CorpCOM1,238$2.30 萬<0.1%+153+14.1%加碼歷史
STLDSteel Dynamics IncCOM200$2.30 萬<0.1%00.0%不變歷史
UUnity Software Inc.COM701$2.30 萬<0.1%+54+8.3%加碼歷史
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF1,001$2.50 萬<0.1%+1,001新進–
CRSPCRISPR Therapeutics AGNAMEN AKT558$2.50 萬<0.1%+30+5.7%加碼歷史
STEPStepStone Group Inc.COM CL A1,024$2.50 萬<0.1%+258+33.7%加碼歷史
CPRTCopart IncCOM334$2.50 萬<0.1%−200−37.5%減碼歷史
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF1,000$2.60 萬<0.1%+1,000新進–
DKNGDraftKings Inc.Stock1,363$2.60 萬<0.1%+24+1.8%加碼歷史
CAHCardinal Health IncStock356$2.70 萬<0.1%+356新進歷史
TWLOTwilio IncCL A398$2.70 萬<0.1%−34−7.9%減碼歷史
TDOCTeladoc Health, Inc.COM1,024$2.70 萬<0.1%+97+10.5%加碼歷史
ORLYO Reilly Automotive IncStock33$2.80 萬<0.1%+9+37.5%加碼歷史
NTLAIntellia Therapeutics, Inc.COM748$2.80 萬<0.1%+38+5.4%加碼歷史
iShares Russell 2000 ETF464287655ETF163$2.90 萬<0.1%+54+49.5%加碼–
CBUCommunity Financial System, Inc.COM547$2.90 萬<0.1%+336+159.2%加碼歷史
First Tr Exchange-Traded FD33735T109COMMON SHS2,490$2.90 萬<0.1%+475+23.6%加碼–
Enerplus Corp292766102COM2,024$2.90 萬<0.1%+5+0.2%加碼–
EHCEncompass Health CorpCOM575$3.10 萬<0.1%+338+142.6%加碼歷史

2022 年第 4 季之後清倉（78 檔）

2022 年第 4 季季末還持有、這份申報已經沒有的部位。

Benjamin Edwards Inc 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
iShares Tr46436E593IBOND DEC 2030119,187$233.0 萬0.6%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF17,617$130.8 萬0.3%–
PIMCO ETF Tr72201R88225YR+ ZERO U S14,068$122.8 萬0.3%–
IAUiShares Gold TrustETF25,415$87.9 萬0.2%歷史
iShares Tr4642874407-10 YR TRSY BD7,059$67.6 萬0.2%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF5,684$42.4 萬0.1%–
AREAlexandria Real Estate Equities, Inc.COM2,490$36.3 萬0.1%歷史
STWDStarwood Property Trust, Inc.COM10,106$18.5 萬<0.1%歷史
OGEOGE Energy Corp.COM3,807$15.1 萬<0.1%歷史
MPTMedical Properties Trust IncCOM10,856$12.1 萬<0.1%歷史
CFRCullen/Frost Bankers, Inc.COM713$9.50 萬<0.1%歷史
SPDR Series Trust78468R739ST NUVE TERM ETF1,459$6.90 萬<0.1%–
VACMarriott Vacations Worldwide CorpCOM417$5.60 萬<0.1%歷史
NUENucor CorpCOM410$5.40 萬<0.1%歷史
iShares Tr46435G318IBONDS DEC20231,732$4.40 萬<0.1%–
OSHOak Street Health, Inc.COM1,674$3.60 萬<0.1%歷史
GMEDGlobus Medical IncStock439$3.30 萬<0.1%歷史
GNTXGentex CorpCOM963$2.60 萬<0.1%歷史
WALWestern Alliance BancorporationCOM442$2.60 萬<0.1%歷史
SWXSouthwest Gas Holdings, Inc.COM390$2.40 萬<0.1%歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF834$2.20 萬<0.1%–
EIXEdison InternationalStock304$1.90 萬<0.1%歷史
Vanguard Morningstar Large-Cap ETF922908637ETF80$1.40 萬<0.1%–
iShares Inc464286392MSCI WORLD ETF116$1.30 萬<0.1%–
VanEck ETF Trust92189F536LONG MUNI ETF711$1.20 萬<0.1%–
iShares Inc464286707MSCI FRANCE ETF319$1.10 萬<0.1%–
BBWIBath & Body Works, Inc.COM234$1.00 萬<0.1%歷史
MGAMagna International IncCOM173$1.00 萬<0.1%歷史
iShares Inc464286509MSCI CDA ETF284$9,000<0.1%–
Vanguard Morningstar Mid-Cap ETF922908629ETF41$8,000<0.1%–
Franklin Templeton ETF Tr35473P678FTSE UNTD KGDM366$8,000<0.1%–
iShares Inc464286772MSCI STH KOR ETF139$8,000<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF135$7,000<0.1%–
iShares MSCI India ETF46429B598ETF176$7,000<0.1%–
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL183$7,000<0.1%–
iShares Select Dividend ETF464287168ETF46$6,000<0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF78$6,000<0.1%–
Vanguard High Dividend Yield Index ETF921946406ETF54$6,000<0.1%–
VanEck Vectors ETF Tr92189F817VIETNAM ETF538$6,000<0.1%–
SLViShares Silver TrustETF232$5,000<0.1%歷史
GLDSPDR Gold TrustETF21$4,000<0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF91$4,000<0.1%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF27$4,000<0.1%–
iShares Core S&P Mid-Cap ETF464287507ETF18$4,000<0.1%–
Vanguard Morningstar Small-Cap ETF922908751ETF19$4,000<0.1%–
WYWeyerhaeuser CoCOM NEW133$4,000<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF73$3,000<0.1%–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF64$3,000<0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF68$3,000<0.1%–
Goldman Sachs ETF Tr381430529ACCES TREASURY34$3,000<0.1%–
IVCInvacare Holdings CorpCOM6,000$3,000<0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF39$2,000<0.1%–
iShares Inc464286806MSCI GERMANY ETF69$2,000<0.1%–
iShares Inc464286756MSCI SWEDEN ETF50$2,000<0.1%–
iShares Inc464286814MSCI NETHERL ETF45$2,000<0.1%–
iShares Tr46435G334MSCI UK ETF NEW59$2,000<0.1%–
SLGNSilgan Holdings IncCOM29$2,000<0.1%歷史
Vanguard World FD921910873MEGA CAP INDEX13$2,000<0.1%–
iShares Tr46434V803HDG MSCI EAFE73$2,000<0.1%–
iShares Inc46434G830MSCI ITALY ETF60$2,000<0.1%–
ELANElanco Animal Health IncCOM168$2,000<0.1%歷史
iShares Tr46429B499MSCI NORWAY ETF66$2,000<0.1%–
iShares Tr46429B515MSCI FINLAND ETF46$2,000<0.1%–
Vanguard Industrials ETF92204A603ETF6$1,000<0.1%–
Vanguard Information Technology ETF92204A702ETF3$1,000<0.1%–
iShares U.S. Healthcare Providers ETF464288828ETF3$1,000<0.1%–
Vanguard Materials ETF92204A801ETF5$1,000<0.1%–
GEGeneral Electric CoStock11$1,000<0.1%歷史
iShares Semiconductor ETF464287523ETF2$1,000<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF4$1,000<0.1%–
iShares Tr464287515EXPANDED TECH2$1,000<0.1%–
SPDR Series Trust78464A714ST STR SP RETAIL12$1,000<0.1%–
AAPAdvance Auto Parts IncCOM6$1,000<0.1%歷史
VSXYVictoria's Secret & Co.COMMON STOCK19$1,000<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS26$1,000<0.1%–
iShares Tr464287192US TRSPRTION4$1,000<0.1%–
MMSMaximus, Inc.COM15$1,000<0.1%歷史
FGF&G Annuities & Life, Inc.COMMON STOCK1$00.0%歷史