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Benjamin Edwards Inc

SEC CIK
0001451623
最新申報
2026/7/24

2024 年第 1 季持倉

持倉截至 2024/3/31，2024/4/29 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
716
較 2023 年第 4 季 +70
總值
$5.03 億
較 2023 年第 4 季 +$4,447 萬 (+9.7%)
申報日
2024/4/29
SEC
Benjamin Edwards Inc 在 2024 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
DKNGDraftKings Inc.Stock300$1.40 萬<0.1%−144−32.4%減碼歷史
OCOwens CorningStock83$1.40 萬<0.1%+83新進歷史
MCHPMicrochip Technology IncStock157$1.40 萬<0.1%+157新進歷史
BMYBristol Myers Squibb CoStock264$1.40 萬<0.1%+168+175.0%加碼歷史
ZMZoom Communications, Inc.Stock219$1.40 萬<0.1%−213−49.3%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -137$1.40 萬<0.1%−1,127−89.2%減碼歷史
TAPMolson Coors Beverage CoCL B211$1.40 萬<0.1%+73+52.9%加碼歷史
TELTE Connectivity plcREG SHS95$1.40 萬<0.1%00.0%不變歷史
ARK Innovation ETF00214Q104ETF300$1.50 萬<0.1%00.0%不變–
SCHWSchwab Charles CorpStock209$1.50 萬<0.1%00.0%不變歷史
Vanguard Morningstar Large-Cap ETF922908637ETF61$1.50 萬<0.1%+61新進–
NTLAIntellia Therapeutics, Inc.COM562$1.50 萬<0.1%+35+6.6%加碼歷史
CHDChurch & Dwight Co IncCOM143$1.50 萬<0.1%+143新進歷史
First Tr Exchange-Traded FD33739Q309HIGH INCM STRGC350$1.50 萬<0.1%00.0%不變–
STEWSRH Total Return Fund, Inc.COM1,000$1.50 萬<0.1%+1,000新進歷史
MAAMid America Apartment Communities Inc.COM115$1.50 萬<0.1%+115新進歷史
DDominion Energy, IncStock330$1.60 萬<0.1%−91−21.6%減碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY266$1.60 萬<0.1%+266新進–
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG573$1.60 萬<0.1%−575−50.1%減碼–
LHLabcorp Holdings Inc.COM NEW75$1.60 萬<0.1%+75新進歷史
EWEdwards Lifesciences CorpStock181$1.70 萬<0.1%+181新進歷史
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF676$1.70 萬<0.1%+676新進–
RBLXRoblox CorpStock452$1.70 萬<0.1%−11−2.4%減碼歷史
KEYSKeysight Technologies, Inc.Stock109$1.70 萬<0.1%+109新進歷史
VanEck ETF Trust92189F411BDC INCOME ETF1,000$1.70 萬<0.1%+1,000新進–
DSLDoubleLine Income Solutions FundCOM1,375$1.70 萬<0.1%00.0%不變歷史
RXRXRecursion Pharmaceuticals, Inc.CL A1,687$1.70 萬<0.1%+608+56.3%加碼歷史
UUnity Software Inc.COM632$1.70 萬<0.1%+154+32.2%加碼歷史
IPGInterpublic Group of Companies, Inc.COM508$1.70 萬<0.1%−149−22.7%減碼歷史
PYPLPayPal Holdings, Inc.Stock276$1.80 萬<0.1%+95+52.5%加碼歷史
AAgilent Technologies, Inc.COM125$1.80 萬<0.1%+4+3.3%加碼歷史
WMGWarner Music Group Corp.COM CL A546$1.80 萬<0.1%+114+26.4%加碼歷史
SCCOSouthern Copper CorpStock174$1.90 萬<0.1%+62+55.4%加碼歷史
PATHUiPath, Inc.Stock854$1.90 萬<0.1%−322−27.4%減碼歷史
GPNGlobal Payments IncStock141$1.90 萬<0.1%+141新進歷史
DECKDeckers Outdoor CorpCOM20$1.90 萬<0.1%+20新進歷史
MDBMongoDB, Inc.CL A52$1.90 萬<0.1%+52新進歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT600$1.90 萬<0.1%+600新進歷史
BXMXNuveen S&P 500 BuyWrite Income FundCOM1,400$1.90 萬<0.1%+1,400新進歷史
APTVAptiv PLCSHS241$1.90 萬<0.1%+241新進歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF400$2.00 萬<0.1%+400新進–
FISVFiserv IncStock126$2.00 萬<0.1%+126新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM21$2.00 萬<0.1%+21新進歷史
PCARPaccar IncCOM165$2.00 萬<0.1%+165新進歷史
EAElectronic Arts Inc.COM154$2.00 萬<0.1%+154新進歷史
TTEKTetra Tech IncCOM109$2.00 萬<0.1%+109新進歷史
ADSKAutodesk, Inc.COM78$2.00 萬<0.1%+78新進歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN1,000$2.00 萬<0.1%+1,000新進歷史
GRMNGarmin LtdSHS135$2.00 萬<0.1%+24+21.6%加碼歷史
SHOPShopify Inc.Stock273$2.10 萬<0.1%−49−15.2%減碼歷史
DTDynatrace, Inc.Stock453$2.10 萬<0.1%+453新進歷史
iShares Russell 1000 Value ETF464287598ETF124$2.20 萬<0.1%+33+36.3%加碼–
MOHMolina Healthcare, Inc.COM54$2.20 萬<0.1%+54新進歷史
CACICACI International IncCL A59$2.20 萬<0.1%+59新進歷史
PEverpure, Inc.CL A424$2.20 萬<0.1%+424新進歷史
Advisors Inner Circle FD0075W0163CAMBIAR AGGRES766$2.20 萬<0.1%+766新進–
HOODRobinhood Markets, Inc.Stock1,127$2.30 萬<0.1%−28−2.4%減碼歷史
ELFe.l.f. Beauty, Inc.COM115$2.30 萬<0.1%+115新進歷史
ESEversource EnergyStock408$2.40 萬<0.1%00.0%不變歷史
OMCOmnicom Group Inc.COM243$2.40 萬<0.1%+47+24.0%加碼歷史
VRTVertiv Holdings CoCOM CL A296$2.40 萬<0.1%+296新進歷史
MRVLMarvell Technology, Inc.COM338$2.40 萬<0.1%+338新進歷史
MCOMoodys CorpStock63$2.50 萬<0.1%+63新進歷史
JBLJabil IncStock185$2.50 萬<0.1%+185新進歷史
CRSPCRISPR Therapeutics AGNAMEN AKT369$2.50 萬<0.1%+30+8.8%加碼歷史
CBOECboe Global Markets, Inc.COM134$2.50 萬<0.1%+24+21.8%加碼歷史
PHMPultegroup IncCOM215$2.60 萬<0.1%+215新進歷史
ANETArista Networks, Inc.COM89$2.60 萬<0.1%+89新進歷史
LULUlululemon athletica inc.Stock69$2.70 萬<0.1%+44+176.0%加碼歷史
MANHManhattan Associates IncStock107$2.70 萬<0.1%+107新進歷史
BBYBest Buy Co IncStock327$2.70 萬<0.1%+90+38.0%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF470$2.70 萬<0.1%+106+29.1%加碼–
LPXLouisiana-Pacific CorpCOM338$2.80 萬<0.1%00.0%不變歷史
CTSHCognizant Technology Solutions CorpCL A375$2.80 萬<0.1%+38+11.3%加碼歷史
MROMarathon Oil CorpCOM978$2.80 萬<0.1%+678+226.0%加碼歷史
MARMarriott International IncStock114$2.90 萬<0.1%+114新進歷史
First Tr Exchange-Traded FD33738D796INTER GRADE ETF1,393$2.90 萬<0.1%+1,393新進–
RFRegions Financial CorpCOM1,379$2.90 萬<0.1%+349+33.9%加碼歷史
First Tr Exchange-Traded FD33738D606LNG DUR OPRTUN1,339$2.90 萬<0.1%+1,339新進–
UTFCohen & Steers Infrastructure Fund IncCOM1,233$2.90 萬<0.1%+1,233新進歷史
GTMZoomInfo Technologies Inc.Stock1,874$3.00 萬<0.1%+69+3.8%加碼歷史
STLDSteel Dynamics IncCOM200$3.00 萬<0.1%00.0%不變歷史
SSNCSS&C Technologies Holdings IncCOM471$3.00 萬<0.1%+120+34.2%加碼歷史
EVRGEvergy, Inc.Stock579$3.10 萬<0.1%−2,713−82.4%減碼歷史
DVNDevon Energy CorpStock619$3.10 萬<0.1%+75+13.8%加碼歷史
BPBP PLCADR854$3.20 萬<0.1%−345−28.8%減碼歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY1,092$3.20 萬<0.1%−10−0.9%減碼–
First Tr Exchange-Traded FD33735T109COMMON SHS2,708$3.20 萬<0.1%+192+7.6%加碼–
First Tr Exchange Traded FD33741X102SMID RISNG ETF925$3.20 萬<0.1%+925新進–
PMMFranklin Managed Municipal Income TrustCOM5,400$3.20 萬<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock3,000$3.30 萬<0.1%+3,000新進歷史
EXPOExponent IncCOM394$3.30 萬<0.1%−47−10.7%減碼歷史
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY650$3.30 萬<0.1%−32−4.7%減碼–
AMPAmeriprise Financial IncCOM77$3.40 萬<0.1%+77新進歷史
DLRDigital Realty Trust, Inc.COM233$3.40 萬<0.1%+58+33.1%加碼歷史
LYVLive Nation Entertainment, Inc.COM320$3.40 萬<0.1%+2+0.6%加碼歷史
MLMMartin Marietta Materials IncCOM56$3.40 萬<0.1%−3−5.1%減碼歷史
CFGCitizens Financial Group IncCOM923$3.40 萬<0.1%−1,726−65.2%減碼歷史
CGCarlyle Group Inc.COM732$3.40 萬<0.1%+35+5.0%加碼歷史
GLDSPDR Gold TrustETF170$3.50 萬<0.1%+170新進歷史

2023 年第 4 季之後清倉（52 檔）

2023 年第 4 季季末還持有、這份申報已經沒有的部位。

Benjamin Edwards Inc 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
iShares Tr46428865310-20 YR TRS ETF35,593$385.3 萬0.8%–
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR44,624$222.1 萬0.5%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD122,062$162.3 萬0.4%–
MARAMARA Holdings, Inc.COM43,840$103.0 萬0.2%歷史
CCKCrown Holdings, Inc.COM4,410$40.6 萬0.1%歷史
SPDR Series Trust78464A755ST STR SP METAL6,213$37.2 萬0.1%–
LTHMLivent Corp.COM19,008$34.2 萬0.1%歷史
MDCSekisui House U.S., Inc.COM5,425$30.0 萬0.1%歷史
JBHTHunt J B Transport Services IncCOM1,381$27.6 萬0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,400$27.4 萬0.1%–
BCEBce IncCOM NEW3,931$15.5 萬<0.1%歷史
ADMArcher-Daniels-Midland CoStock2,062$14.9 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U208FT VEST US EQT3,050$12.7 萬<0.1%–
GISGeneral Mills IncStock1,633$10.6 萬<0.1%歷史
VMRKVivmark ResidentialSH BEN INT1,656$10.1 萬<0.1%歷史
WisdomTree Tr97717W604US SMALLCAP DIVD2,733$8.80 萬<0.1%–
HUMHumana IncStock164$7.50 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW431$6.30 萬<0.1%歷史
GCMGGCM Grosvenor Inc.COM CL A4,410$4.00 萬<0.1%歷史
iShares Tr46435U697IBONDS DEC1,472$3.80 萬<0.1%–
ProShares Bitcoin ETF74347G440ETF1,811$3.70 萬<0.1%–
CZRCaesars Entertainment, Inc.COM774$3.60 萬<0.1%歷史
VanEck ETF Trust92189F536LONG MUNI ETF1,689$3.10 萬<0.1%–
iShares Tr464288877EAFE VALUE ETF521$2.70 萬<0.1%–
SUMSummit Materials, Inc.CL A518$2.00 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F870LOW DUR STRTGC938$1.80 萬<0.1%–
TWLOTwilio IncCL A242$1.80 萬<0.1%歷史
VLTOVeralto CorpStock197$1.60 萬<0.1%歷史
iShares Tr46435U432IBONDS DEC 25577$1.50 萬<0.1%–
DGXQuest Diagnostics IncCOM88$1.20 萬<0.1%歷史
IRMIron Mountain IncCOM140$1.00 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999500$9,000<0.1%歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF253$8,000<0.1%–
OVVOvintiv Inc.COM126$6,000<0.1%歷史
IVZInvesco Ltd.Stock256$5,000<0.1%歷史
SWKStanley Black & Decker, Inc.COM52$5,000<0.1%歷史
PNWPinnacle West Capital CorpCOM55$4,000<0.1%歷史
JOBYJoby Aviation, Inc.COMMON STOCK500$3,000<0.1%歷史
BHPBHP Group LtdADR28$2,000<0.1%歷史
CRONCronos Group Inc.COM800$2,000<0.1%歷史
First Tr Exchange-Traded FD33738R852NASDQ FOD BVRG96$2,000<0.1%–
HLNHaleon plcADR150$1,000<0.1%歷史
GEHCGE HealthCare Technologies Inc.Stock10$1,000<0.1%歷史
NVTAInvitae CorpCOM1,518$1,000<0.1%歷史
VFCV F CorpStock16$00.0%歷史
WDSWoodside Energy Group LtdADR10$00.0%歷史
OGNOrganon & Co.Stock26$00.0%歷史
GOEVCanoo Inc.COM CL A1,000$00.0%歷史
TWOU2U, LLCCOM346$00.0%歷史
Arrival OrdL0423Q124ORD SHS20$00.0%–
KLGWK Kellogg CoCOM7$00.0%歷史
CGCCanopy Growth CorpCOM NEW12$00.0%歷史