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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
HIGHartford Insurance Group, Inc.Stock344$3.50 萬<0.1%+344新進歷史
GLPIGaming & Leisure Properties, Inc.COM761$3.50 萬<0.1%−1,429−65.3%減碼歷史
CHHChoice Hotels International IncCOM279$3.50 萬<0.1%+7+2.6%加碼歷史
SMGScotts Miracle-Gro CoStock486$3.60 萬<0.1%+11+2.3%加碼歷史
TDYTeledyne Technologies IncCOM84$3.60 萬<0.1%+2+2.4%加碼歷史
ULTAUlta Beauty, Inc.Stock70$3.70 萬<0.1%00.0%不變歷史
THOThor Industries IncCOM337$4.00 萬<0.1%+8+2.4%加碼歷史
ROKURoku, IncCOM CL A617$4.00 萬<0.1%+187+43.5%加碼歷史
NUENucor CorpCOM208$4.10 萬<0.1%+208新進歷史
BFAMBright Horizons Family Solutions Inc.COM365$4.10 萬<0.1%+8+2.2%加碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF711$4.10 萬<0.1%+230+47.8%加碼–
ALLEAllegion plcORD SHS322$4.30 萬<0.1%+9+2.9%加碼歷史
FSVFirstService CorpCOM260$4.30 萬<0.1%−6−2.3%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF896$4.30 萬<0.1%+896新進–
DINOHF Sinclair CorpCOM705$4.30 萬<0.1%−1,108−61.1%減碼歷史
iShares Russell 2000 ETF464287655ETF211$4.40 萬<0.1%+17+8.8%加碼–
iShares Tr46436E825IBONDS 29 TRM TS2,046$4.40 萬<0.1%+876+74.9%加碼–
iShares Tr46436E148IBONDS DEC 20331,814$4.40 萬<0.1%+755+71.3%加碼–
iShares Tr46436E841IBONDS 27 TRM TS1,982$4.40 萬<0.1%+865+77.4%加碼–
iShares Tr46436E460IBONDS DEC 20312,185$4.40 萬<0.1%+919+72.6%加碼–
iShares Tr46436E866IBONDS 25 TRM TS1,892$4.40 萬<0.1%+842+80.2%加碼–
PCTYPaylocity Holding CorpCOM268$4.60 萬<0.1%+10+3.9%加碼歷史
ZBRAZebra Technologies CorpCL A152$4.60 萬<0.1%+5+3.4%加碼歷史
SITESiteOne Landscape Supply, Inc.COM264$4.60 萬<0.1%+6+2.3%加碼歷史
DLBDolby Laboratories, Inc.COM CL A551$4.60 萬<0.1%+14+2.6%加碼歷史
CCICrown Castle Inc.REIT446$4.70 萬<0.1%−850−65.6%減碼歷史
CMGChipotle Mexican Grill IncCOM16$4.70 萬<0.1%−1−5.9%減碼歷史
DOCHealthpeak Properties, Inc.COM2,517$4.70 萬<0.1%−3,392−57.4%減碼歷史
CHEChemed CorpCOM73$4.70 萬<0.1%+1+1.4%加碼歷史
VRTXVertex Pharmaceuticals IncStock114$4.80 萬<0.1%+114新進歷史
ROPRoper Technologies IncStock86$4.80 萬<0.1%−2−2.3%減碼歷史
UBERUber Technologies, IncStock626$4.80 萬<0.1%+399+175.8%加碼歷史
HBANHuntington Bancshares IncCOM3,510$4.90 萬<0.1%−6,359−64.4%減碼歷史
AZPNAspen Technology, Inc.COM228$4.90 萬<0.1%−752−76.7%減碼歷史
ZWSZurn Elkay Water Solutions CorpCOM1,479$5.00 萬<0.1%+38+2.6%加碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF1,927$5.00 萬<0.1%+767+66.1%加碼–
iShares Tr464287754US INDUSTRIALS398$5.00 萬<0.1%+1+0.3%加碼–
IBKRInteractive Brokers Group, Inc.Stock453$5.10 萬<0.1%+11+2.5%加碼歷史
WPCW. P. Carey Inc.COM919$5.20 萬<0.1%−1,677−64.6%減碼歷史
SNPSSynopsys IncCOM94$5.40 萬<0.1%+94新進歷史
TFCTruist Financial CorpCOM1,387$5.40 萬<0.1%+824+146.4%加碼歷史
ORLYO Reilly Automotive IncStock49$5.50 萬<0.1%−2−3.9%減碼歷史
CAHCardinal Health IncStock499$5.60 萬<0.1%+143+40.2%加碼歷史
MNSTMonster Beverage CorpCOM950$5.60 萬<0.1%+385+68.1%加碼歷史
First Tr Exchange-Traded FD33734X168MATERIALS ALPH780$5.60 萬<0.1%+737+1,714.0%加碼–
First Tr Exchange Traded FD33738R845NASDQ OIL GAS1,741$5.60 萬<0.1%−39−2.2%減碼–
CCitigroup IncStock907$5.70 萬<0.1%−1,663−64.7%減碼歷史
CDNSCadence Design Systems IncStock184$5.70 萬<0.1%+184新進歷史
JJacobs Solutions Inc.COM368$5.70 萬<0.1%−698−65.5%減碼歷史
SRSpire IncCOM924$5.70 萬<0.1%00.0%不變歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT809$5.70 萬<0.1%+809新進歷史
SAIASaia IncCOM99$5.80 萬<0.1%+2+2.1%加碼歷史
DALDelta Air Lines, Inc.COM NEW1,205$5.80 萬<0.1%+3+0.2%加碼歷史
RMDResmed IncCOM298$5.90 萬<0.1%+298新進歷史
CPRTCopart IncCOM1,025$5.90 萬<0.1%+288+39.1%加碼歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX453$6.10 萬<0.1%+453新進–
EFXEquifax IncCOM231$6.20 萬<0.1%+6+2.7%加碼歷史
TERTeradyne, IncStock554$6.30 萬<0.1%+23+4.3%加碼歷史
First Tr Exch Traded FD III33739P855INSTL PFD SECS3,434$6.30 萬<0.1%−686−16.7%減碼–
EMNEastman Chemical CoStock639$6.40 萬<0.1%−1,216−65.6%減碼歷史
MMM3M CoStock601$6.40 萬<0.1%−1,194−66.5%減碼歷史
First Tr Exchange Traded FD33738R688S&P INTL DIVID4,010$6.40 萬<0.1%+219+5.8%加碼–
iShares Core S&P Small Cap ETF464287804ETF597$6.60 萬<0.1%+118+24.6%加碼–
MSIMotorola Solutions, Inc.Stock185$6.60 萬<0.1%+8+4.5%加碼歷史
PRVAPrivia Health Group, Inc.COM3,371$6.60 萬<0.1%+132+4.1%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF452$6.70 萬<0.1%+2+0.4%加碼–
COOCooper Companies, Inc.COM663$6.70 萬<0.1%+19+3.0%加碼依 4 比 1 拆股換算歷史
FMCFMC CorpCOM NEW1,067$6.80 萬<0.1%−454−29.8%減碼歷史
NTRSNorthern Trust CorpCOM769$6.80 萬<0.1%−20−2.5%減碼歷史
First Tr Exch TRD Alphdx FD33737J158JAPAN ALPHADEX1,252$6.90 萬<0.1%−25−2.0%減碼–
LIILennox International IncCOM143$7.00 萬<0.1%+4+2.9%加碼歷史
PIIPolaris Inc.Stock711$7.10 萬<0.1%−22−3.0%減碼歷史
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH2,326$7.10 萬<0.1%+2,326新進–
LPLALPL Financial Holdings Inc.COM274$7.20 萬<0.1%+5+1.9%加碼歷史
GWREGuidewire Software, Inc.COM627$7.30 萬<0.1%+23+3.8%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF913$7.40 萬<0.1%−240−20.8%減碼–
NJRNew Jersey Resources CorpStock1,727$7.40 萬<0.1%−40−2.3%減碼歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX2,014$7.60 萬<0.1%+78+4.0%加碼–
BSYBentley Systems IncCOM CL B1,499$7.80 萬<0.1%+36+2.5%加碼歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF3,208$7.90 萬<0.1%+3,208新進–
Vanguard Morningstar Value ETF922908744ETF500$8.10 萬<0.1%00.0%不變–
LAMRLamar Advertising CoREIT678$8.10 萬<0.1%−1,287−65.5%減碼歷史
FFord Motor CoStock6,318$8.40 萬<0.1%−8,829−58.3%減碼歷史
CRAICra International, Inc.COM562$8.40 萬<0.1%−14−2.4%減碼歷史
BLBlackline, Inc.COM1,296$8.40 萬<0.1%+47+3.8%加碼歷史
AMTAmerican Tower CorpREIT429$8.50 萬<0.1%−4,499−91.3%減碼歷史
SPYSPDR S&P 500 ETF TrustETF165$8.60 萬<0.1%+43+35.2%加碼歷史
CLColgate Palmolive CoStock960$8.60 萬<0.1%−28−2.8%減碼歷史
BNYBank of New York Mellon CorpStock1,513$8.70 萬<0.1%−2,746−64.5%減碼歷史
TAT&T Inc.Stock4,919$8.70 萬<0.1%−8,714−63.9%減碼歷史
CNPCenterpoint Energy IncCOM3,100$8.80 萬<0.1%00.0%不變歷史
WKWorkiva IncCOM CL A1,039$8.80 萬<0.1%+41+4.1%加碼歷史
ALTMArcadium Lithium plcStock20,770$9.00 萬<0.1%+20,770新進歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH595$9.10 萬<0.1%00.0%不變–
ENSGEnsign Group, IncCOM730$9.10 萬<0.1%+28+4.0%加碼歷史
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF1,915$9.20 萬<0.1%00.0%不變–
TTCToro CoCOM1,042$9.50 萬<0.1%−26−2.4%減碼歷史
OMCLOmnicell, Inc.COM3,253$9.50 萬<0.1%+868+36.4%加碼歷史
STAGSTAG Industrial, Inc.COM2,474$9.50 萬<0.1%−6,100−71.1%減碼歷史
ALGNAlign Technology IncCOM293$9.60 萬<0.1%+11+3.9%加碼歷史

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