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Benjamin Edwards Inc

SEC CIK
0001451623
最新申報
2026/7/24

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/15 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
680
較 2023 年第 1 季 −26
總值
$4.31 億
較 2023 年第 1 季 +$2,080 萬 (+5.1%)
申報日
2023/8/15
SEC
Benjamin Edwards Inc 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LULUlululemon athletica inc.Stock25$9,000<0.1%−20−44.4%減碼歷史
CGCarlyle Group Inc.COM286$9,000<0.1%+101+54.6%加碼歷史
GEVOGevo, Inc.COM PAR5,802$9,000<0.1%−3,571−38.1%減碼歷史
ATVIActivision Blizzard, Inc.COM112$9,000<0.1%+12+12.0%加碼歷史
IPGInterpublic Group of Companies, Inc.COM246$9,000<0.1%+47+23.6%加碼歷史
STZConstellation Brands, Inc.Stock40$1.00 萬<0.1%00.0%不變歷史
DHIHorton D R IncCOM79$1.00 萬<0.1%+9+12.9%加碼歷史
TECKTeck Resources LtdCL B237$1.00 萬<0.1%+237新進歷史
Invesco Nasdaq 100 ETF46138G649ETF70$1.10 萬<0.1%+70新進–
Vanguard Dividend Appreciation ETF921908844ETF68$1.10 萬<0.1%00.0%不變–
OMCOmnicom Group Inc.COM116$1.10 萬<0.1%+9+8.4%加碼歷史
TXG10x Genomics, Inc.CL A COM195$1.10 萬<0.1%−66−25.3%減碼歷史
LCIILci IndustriesCOM88$1.10 萬<0.1%+52+144.4%加碼歷史
iShares Tr464287150CORE S&P TTL STK114$1.10 萬<0.1%00.0%不變–
MMM3M CoStock123$1.20 萬<0.1%−420−77.3%減碼歷史
SCHWSchwab Charles CorpStock209$1.20 萬<0.1%00.0%不變歷史
U.S. Global Jets ETF26922A842ETF579$1.20 萬<0.1%00.0%不變–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT850$1.20 萬<0.1%00.0%不變歷史
Global X FDS37954Y483NASDAQ 100 COVER654$1.20 萬<0.1%00.0%不變–
MFMAberdeen Municipal Income FundSH BEN INT2,300$1.20 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT250$1.20 萬<0.1%+95+61.3%加碼–
iShares Tr46435U432IBONDS DEC 25471$1.20 萬<0.1%−9−1.9%減碼–
iShares Russell 1000 Growth ETF464287614ETF48$1.30 萬<0.1%−11−18.6%減碼–
ARK Innovation ETF00214Q104ETF300$1.30 萬<0.1%−67−18.3%減碼–
ELEstee Lauder Companies IncCL A67$1.30 萬<0.1%+16+31.4%加碼歷史
ALGTAllegiant Travel COCOM100$1.30 萬<0.1%00.0%不變歷史
TELTE Connectivity plcREG SHS95$1.30 萬<0.1%00.0%不變歷史
iShares Russell 1000 Value ETF464287598ETF91$1.40 萬<0.1%−14−13.3%減碼–
MNSTMonster Beverage CorpCOM252$1.40 萬<0.1%+72+40.0%加碼歷史
VCYTVeracyte, Inc.COM567$1.40 萬<0.1%+1+0.2%加碼歷史
LYVLive Nation Entertainment, Inc.COM151$1.40 萬<0.1%+11+7.9%加碼歷史
PDPagerDuty, Inc.COM643$1.40 萬<0.1%+55+9.4%加碼歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS7,692$1.40 萬<0.1%+1,775+30.0%加碼歷史
HOODRobinhood Markets, Inc.Stock1,511$1.50 萬<0.1%+57+3.9%加碼歷史
First Tr Exchange-Traded FD33739Q309HIGH INCM STRGC350$1.50 萬<0.1%00.0%不變–
JOBYJoby Aviation, Inc.COMMON STOCK1,500$1.50 萬<0.1%00.0%不變歷史
PACBPacific Biosciences of California, Inc.COM1,126$1.50 萬<0.1%+66+6.2%加碼歷史
DSLDoubleLine Income Solutions FundCOM1,375$1.60 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM222$1.70 萬<0.1%−33−12.9%減碼歷史
TXNMTXNM Energy IncCOM382$1.70 萬<0.1%00.0%不變歷史
VTRVentas, Inc.REIT391$1.90 萬<0.1%−6,481−94.3%減碼歷史
SBIWestern Asset Intermediate Muni Fund Inc.COM2,503$1.90 萬<0.1%+23+0.9%加碼歷史
CTSHCognizant Technology Solutions CorpCL A287$1.90 萬<0.1%−261−47.6%減碼歷史
DVNDevon Energy CorpStock412$2.00 萬<0.1%+397+2,646.7%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF212$2.10 萬<0.1%−11−4.9%減碼–
RBLXRoblox CorpStock525$2.10 萬<0.1%+68+14.9%加碼歷史
ZTSZoetis Inc.Stock124$2.10 萬<0.1%−5−3.9%減碼歷史
CMGChipotle Mexican Grill IncCOM10$2.10 萬<0.1%−9−47.4%減碼歷史
PANWPalo Alto Networks IncStock86$2.20 萬<0.1%+16+22.9%加碼歷史
ETSYEtsy IncCOM256$2.20 萬<0.1%−150−36.9%減碼歷史
STLDSteel Dynamics IncCOM200$2.20 萬<0.1%00.0%不變歷史
CPRTCopart IncCOM245$2.20 萬<0.1%−89−26.6%減碼歷史
TTECTTEC Holdings, Inc.COM663$2.20 萬<0.1%+77+13.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF52$2.30 萬<0.1%−39−42.9%減碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF481$2.30 萬<0.1%+5+1.1%加碼–
SMGScotts Miracle-Gro CoStock406$2.50 萬<0.1%+241+146.1%加碼歷史
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF985$2.50 萬<0.1%−15−1.5%減碼–
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF985$2.50 萬<0.1%−16−1.6%減碼–
LPXLouisiana-Pacific CorpCOM338$2.50 萬<0.1%00.0%不變歷史
PFGCPerformance Food Group CoCOM450$2.70 萬<0.1%−6,716−93.7%減碼歷史
CHHChoice Hotels International IncCOM229$2.70 萬<0.1%+229新進歷史
TWLOTwilio IncCL A421$2.70 萬<0.1%+23+5.8%加碼歷史
TDOCTeladoc Health, Inc.COM1,062$2.70 萬<0.1%+38+3.7%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT491$2.80 萬<0.1%−67−12.0%減碼歷史
THOThor Industries IncCOM275$2.80 萬<0.1%+152+123.6%加碼歷史
TDYTeledyne Technologies IncCOM69$2.80 萬<0.1%+40+137.9%加碼歷史
First Tr Exchange-Traded FD33735T109COMMON SHS2,490$2.80 萬<0.1%00.0%不變–
BFAMBright Horizons Family Solutions Inc.COM302$2.80 萬<0.1%+177+141.6%加碼歷史
SAIASaia IncCOM82$2.80 萬<0.1%+5+6.5%加碼歷史
DKNGDraftKings Inc.Stock1,142$3.00 萬<0.1%−221−16.2%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF573$3.00 萬<0.1%+345+151.3%加碼–
TRMBTrimble Inc.COM567$3.00 萬<0.1%−974−63.2%減碼歷史
NTLAIntellia Therapeutics, Inc.COM766$3.10 萬<0.1%+18+2.4%加碼歷史
ALLEAllegion plcORD SHS261$3.10 萬<0.1%+144+123.1%加碼歷史
UUnity Software Inc.COM714$3.10 萬<0.1%+13+1.9%加碼歷史
iShares Russell 2000 ETF464287655ETF171$3.20 萬<0.1%+8+4.9%加碼–
ORLYO Reilly Automotive IncStock34$3.20 萬<0.1%+1+3.0%加碼歷史
iShares Tr46436E825IBONDS 29 TRM TS1,463$3.20 萬<0.1%−19−1.3%減碼–
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG1,126$3.20 萬<0.1%+76+7.2%加碼–
iShares Tr464288877EAFE VALUE ETF645$3.20 萬<0.1%−40−5.8%減碼–
iShares Tr46436E841IBONDS 27 TRM TS1,432$3.20 萬<0.1%−16−1.1%減碼–
iShares Tr46436E460IBONDS DEC 20311,533$3.20 萬<0.1%−22−1.4%減碼–
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY660$3.20 萬<0.1%−1,689−71.9%減碼–
iShares Tr46436E866IBONDS 25 TRM TS1,386$3.20 萬<0.1%−10−0.7%減碼–
GCMGGCM Grosvenor Inc.COM CL A4,358$3.30 萬<0.1%+4,358新進歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF1,331$3.30 萬<0.1%−511−27.7%減碼–
iShares Tr46436E882IBONDS 23 TRM TS1,318$3.30 萬<0.1%−6−0.5%減碼–
PMMFranklin Managed Municipal Income TrustCOM5,400$3.30 萬<0.1%00.0%不變歷史
CAHCardinal Health IncStock356$3.40 萬<0.1%00.0%不變歷史
CHEChemed CorpCOM62$3.40 萬<0.1%−37−37.4%減碼歷史
PATHUiPath, Inc.Stock2,128$3.50 萬<0.1%+324+18.0%加碼歷史
EXPOExponent IncCOM374$3.50 萬<0.1%−91−19.6%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF506$3.60 萬<0.1%−24−4.5%減碼–
ZBRAZebra Technologies CorpCL A122$3.60 萬<0.1%+69+130.2%加碼歷史
SITESiteOne Landscape Supply, Inc.COM218$3.60 萬<0.1%+98+81.7%加碼歷史
SUMSummit Materials, Inc.CL A939$3.60 萬<0.1%+421+81.3%加碼歷史
BPBP PLCADR1,049$3.70 萬<0.1%−219−17.3%減碼歷史
WRBBerkley W R CorpCOM645$3.80 萬<0.1%−30−4.4%減碼歷史
LIILennox International IncCOM117$3.80 萬<0.1%+68+138.8%加碼歷史
DLBDolby Laboratories, Inc.COM CL A455$3.80 萬<0.1%−275−37.7%減碼歷史

2023 年第 1 季之後清倉（57 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

Benjamin Edwards Inc 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD81,296$115.6 萬0.3%–
TRIThomson Reuters CorpCOM NEW3,351$43.6 萬0.1%歷史
ADCAgree Realty CorpCOM3,022$20.7 萬0.1%歷史
iShares Tr464287713US TELECOM ETF8,423$19.5 萬<0.1%–
FEFirstenergy CorpCOM4,842$19.4 萬<0.1%歷史
CECelanese CorpStock1,504$16.4 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U307FT VEST US EQT3,834$13.6 萬<0.1%–
JNPRJuniper Networks IncCOM3,226$11.1 萬<0.1%歷史
CBSHCommerce Bancshares IncStock1,597$9.30 萬<0.1%歷史
ATRAptargroup, Inc.Stock744$8.80 萬<0.1%歷史
First Tr Exchange-Traded Alp33735B108COM SHS965$8.70 萬<0.1%–
First Tr Exchange-Traded FD33734X184UTILITIES ALPH2,591$8.50 萬<0.1%–
CERTCertara, Inc.COM3,421$8.20 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF3,900$8.00 萬<0.1%–
MTBM&T Bank CorpCOM589$7.00 萬<0.1%歷史
ILMNIllumina, Inc.COM241$5.60 萬<0.1%歷史
LMATLemaitre Vascular IncCOM1,068$5.50 萬<0.1%歷史
BBNBlackRock Taxable Municipal Bond TrustSHS1,750$3.10 萬<0.1%歷史
Enerplus Corp292766102COM2,024$2.90 萬<0.1%–
STEPStepStone Group Inc.COM CL A1,024$2.50 萬<0.1%歷史
NEOGNeogen CorpCOM1,238$2.30 萬<0.1%歷史
DOMOHuckleberry.ai, Inc.Stock1,544$2.20 萬<0.1%歷史
TREXTrex Co IncCOM376$1.80 萬<0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN1,000$1.20 萬<0.1%歷史
AMEAmetek IncCOM70$1.00 萬<0.1%歷史
BYDBoyd Gaming CorpCOM152$1.00 萬<0.1%歷史
CAGConagra Brands Inc.Stock239$9,000<0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B108$9,000<0.1%歷史
VLOValero Energy CorpStock54$8,000<0.1%歷史
STTState Street CorpCOM92$7,000<0.1%歷史
ACAArcosa, Inc.COM104$7,000<0.1%歷史
MKLMarkel Group Inc.COM5$6,000<0.1%歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF87$6,000<0.1%–
LHLabcorp Holdings Inc.COM NEW26$6,000<0.1%歷史
MPCMarathon Petroleum CorpStock36$5,000<0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV38$5,000<0.1%–
SPDR Series Trust78464A516ST INTL BBG ETF216$5,000<0.1%–
WBAWalgreens Boots Alliance, Inc.COM143$5,000<0.1%歷史
JEFJefferies Financial Group Inc.COM130$4,000<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS305$4,000<0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF79$3,000<0.1%–
RIVNRivian Automotive, Inc.Stock200$3,000<0.1%歷史
ICLRIcon PLCCOM16$3,000<0.1%歷史
WDFCWD 40 CoCOM15$3,000<0.1%歷史
iShares Tr46428743220 YR TR BD ETF23$2,000<0.1%–
CATYCathay General BancorpCOM59$2,000<0.1%歷史
PTENPatterson Uti Energy IncCOM50$1,000<0.1%歷史
CNQCanadian Natural Resources LtdCOM25$1,000<0.1%歷史
GEOSGeospace Technologies CorpCOM75$1,000<0.1%歷史
SJTSan Juan Basin Royalty TrustUNIT BEN INT125$1,000<0.1%歷史
DRKDarkHorse Technologies Inc.COM3,253$1,000<0.1%歷史
TSPHTuSimple Holdings Inc.CL A709$1,000<0.1%歷史
ZIMVZimVie Inc.Stock2$00.0%歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF3$00.0%–
EDITEditas Medicine, Inc.COM24$00.0%歷史
VTSVitesse Energy, Inc.COMMON STOCK15$00.0%歷史
Arrival GroupL0423Q108SHS1,000$00.0%–