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Benjamin Edwards Inc

SEC CIK
0001451623
最新申報
2026/7/24

2024 年第 2 季持倉

持倉截至 2024/6/30，2024/8/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
722
較 2024 年第 1 季 +6
總值
$5.20 億
較 2024 年第 1 季 +$1,649 萬 (+3.3%)
申報日
2024/8/12
SEC
Benjamin Edwards Inc 在 2024 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
AIZAssurant, Inc.Stock67$1.10 萬<0.1%+8+13.6%加碼歷史
PENNPENN Entertainment, Inc.COM581$1.10 萬<0.1%−80−12.1%減碼歷史
TAPMolson Coors Beverage CoCL B214$1.10 萬<0.1%+3+1.4%加碼歷史
ETSYEtsy IncCOM186$1.10 萬<0.1%00.0%不變歷史
HOODRobinhood Markets, Inc.Stock534$1.20 萬<0.1%−593−52.6%減碼歷史
KHCKraft Heinz CoStock375$1.20 萬<0.1%+47+14.3%加碼歷史
SHOPShopify Inc.Stock187$1.20 萬<0.1%−86−31.5%減碼歷史
NXPNuveen Select Tax Free Income PortfolioSH BEN INT850$1.20 萬<0.1%00.0%不變歷史
LCIILci IndustriesCOM119$1.20 萬<0.1%+11+10.2%加碼歷史
ARK Innovation ETF00214Q104ETF300$1.30 萬<0.1%00.0%不變–
CRSPCRISPR Therapeutics AGNAMEN AKT238$1.30 萬<0.1%−131−35.5%減碼歷史
MFMAberdeen Municipal Income FundSH BEN INT2,300$1.30 萬<0.1%00.0%不變歷史
WTFCWintrust Financial CorpCOM133$1.30 萬<0.1%+17+14.7%加碼歷史
TELTE Connectivity plcREG SHS95$1.40 萬<0.1%00.0%不變歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF308$1.50 萬<0.1%+20+6.9%加碼–
RBLXRoblox CorpStock398$1.50 萬<0.1%−54−11.9%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF261$1.50 萬<0.1%−209−44.5%減碼–
SCHWSchwab Charles CorpStock209$1.50 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739Q309HIGH INCM STRGC350$1.50 萬<0.1%00.0%不變–
OCOwens CorningStock94$1.60 萬<0.1%+11+13.3%加碼歷史
MCHPMicrochip Technology IncStock178$1.60 萬<0.1%+21+13.4%加碼歷史
DDominion Energy, IncStock330$1.60 萬<0.1%00.0%不變歷史
GPNGlobal Payments IncStock168$1.60 萬<0.1%+27+19.1%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY259$1.60 萬<0.1%−7−2.6%減碼–
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG572$1.60 萬<0.1%−1−0.2%減碼–
LHLabcorp Holdings Inc.Stock85$1.70 萬<0.1%+10+13.3%加碼歷史
CHDChurch & Dwight Co IncCOM160$1.70 萬<0.1%+17+11.9%加碼歷史
DSLDoubleLine Income Solutions FundCOM1,375$1.70 萬<0.1%00.0%不變歷史
KEYSKeysight Technologies, Inc.Stock131$1.80 萬<0.1%+22+20.2%加碼歷史
AAgilent Technologies, Inc.COM139$1.80 萬<0.1%+14+11.2%加碼歷史
MOHMolina Healthcare, Inc.COM62$1.80 萬<0.1%+8+14.8%加碼歷史
SCCOSouthern Copper CorpStock175$1.90 萬<0.1%+1+0.6%加碼歷史
PYPLPayPal Holdings, Inc.Stock330$1.90 萬<0.1%+54+19.6%加碼歷史
PCARPaccar IncCOM185$1.90 萬<0.1%+20+12.1%加碼歷史
ITRIItron, Inc.COM192$1.90 萬<0.1%+85+79.4%加碼歷史
EWEdwards Lifesciences CorpStock218$2.00 萬<0.1%+37+20.4%加碼歷史
APTVAptiv PLCSHS288$2.00 萬<0.1%+47+19.5%加碼歷史
BSXBoston Scientific CorpStock274$2.10 萬<0.1%+93+51.4%加碼歷史
FISVFiserv IncStock143$2.10 萬<0.1%+17+13.5%加碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF361$2.10 萬<0.1%−350−49.2%減碼–
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF863$2.20 萬<0.1%+187+27.7%加碼–
GTMZoomInfo Technologies Inc.Stock1,736$2.20 萬<0.1%−138−7.4%減碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR1,206$2.20 萬<0.1%+556+85.5%加碼歷史
OMCOmnicom Group Inc.COM245$2.20 萬<0.1%+2+0.8%加碼歷史
DECKDeckers Outdoor CorpCOM23$2.20 萬<0.1%+3+15.0%加碼歷史
HPEHewlett Packard Enterprise CoCOM1,043$2.20 萬<0.1%+1,043新進歷史
ESEversource EnergyStock408$2.30 萬<0.1%00.0%不變歷史
DTDynatrace, Inc.Stock541$2.40 萬<0.1%+88+19.4%加碼歷史
MRVLMarvell Technology, Inc.COM338$2.40 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D606LNG DUR OPRTUN1,139$2.40 萬<0.1%−200−14.9%減碼–
ODFLOld Dominion Freight Line, Inc.COM144$2.50 萬<0.1%+144新進歷史
LYVLive Nation Entertainment, Inc.COM265$2.50 萬<0.1%−55−17.2%減碼歷史
TTEKTetra Tech IncCOM123$2.50 萬<0.1%+14+12.8%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM25$2.60 萬<0.1%+4+19.0%加碼歷史
EAElectronic Arts Inc.COM185$2.60 萬<0.1%+31+20.1%加碼歷史
STLDSteel Dynamics IncCOM200$2.60 萬<0.1%00.0%不變歷史
IPGInterpublic Group of Companies, Inc.COM883$2.60 萬<0.1%+375+73.8%加碼歷史
SPOTSpotify Technology S.A.Stock85$2.70 萬<0.1%+58+214.8%加碼歷史
PHMPultegroup IncCOM243$2.70 萬<0.1%+28+13.0%加碼歷史
ROKURoku, IncCOM CL A450$2.70 萬<0.1%−167−27.1%減碼歷史
CGCarlyle Group Inc.COM671$2.70 萬<0.1%−61−8.3%減碼歷史
ULTAUlta Beauty, Inc.Stock72$2.80 萬<0.1%+2+2.9%加碼歷史
LULUlululemon athletica inc.Stock95$2.80 萬<0.1%+26+37.7%加碼歷史
ELFe.l.f. Beauty, Inc.COM132$2.80 萬<0.1%+17+14.8%加碼歷史
MANHManhattan Associates IncStock118$2.90 萬<0.1%+11+10.3%加碼歷史
DVNDevon Energy CorpStock622$2.90 萬<0.1%+3+0.5%加碼歷史
WMGWarner Music Group Corp.COM CL A953$2.90 萬<0.1%+407+74.5%加碼歷史
CACICACI International IncCL A67$2.90 萬<0.1%+8+13.6%加碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT489$2.90 萬<0.1%−320−39.6%減碼歷史
VRTVertiv Holdings CoCOM CL A334$2.90 萬<0.1%+38+12.8%加碼歷史
MLMMartin Marietta Materials IncCOM54$2.90 萬<0.1%−2−3.6%減碼歷史
MARMarriott International IncStock124$3.00 萬<0.1%+10+8.8%加碼歷史
MCOMoodys CorpStock71$3.00 萬<0.1%+8+12.7%加碼歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF936$3.10 萬<0.1%+11+1.2%加碼–
PEverpure, Inc.CL A481$3.10 萬<0.1%+57+13.4%加碼歷史
MROMarathon Oil CorpCOM1,071$3.10 萬<0.1%+93+9.5%加碼歷史
First Tr Exchange-Traded FD33738D796INTER GRADE ETF1,588$3.20 萬<0.1%+195+14.0%加碼–
First Tr Exchange-Traded FD33735T109COMMON SHS2,739$3.20 萬<0.1%+31+1.1%加碼–
ANETArista Networks, Inc.COM90$3.20 萬<0.1%+1+1.1%加碼歷史
NUENucor CorpCOM207$3.30 萬<0.1%−1−0.5%減碼歷史
PCTYPaylocity Holding CorpCOM248$3.30 萬<0.1%−20−7.5%減碼歷史
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY670$3.30 萬<0.1%+20+3.1%加碼–
CFGCitizens Financial Group IncCOM918$3.30 萬<0.1%−5−0.5%減碼歷史
PMMFranklin Managed Municipal Income TrustCOM5,400$3.30 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY1,105$3.40 萬<0.1%+13+1.2%加碼–
GLPIGaming & Leisure Properties, Inc.COM756$3.40 萬<0.1%−5−0.7%減碼歷史
DINOHF Sinclair CorpCOM637$3.40 萬<0.1%−68−9.6%減碼歷史
SMGScotts Miracle-Gro CoStock534$3.50 萬<0.1%+48+9.9%加碼歷史
iShares Russell 2000 ETF464287655ETF171$3.50 萬<0.1%−40−19.0%減碼–
THOThor Industries IncCOM373$3.50 萬<0.1%+36+10.7%加碼歷史
SITESiteOne Landscape Supply, Inc.COM291$3.50 萬<0.1%+27+10.2%加碼歷史
BPBP PLCADR1,011$3.60 萬<0.1%+157+18.4%加碼歷史
CTSHCognizant Technology Solutions CorpCL A533$3.60 萬<0.1%+158+42.1%加碼歷史
AMPAmeriprise Financial IncCOM86$3.70 萬<0.1%+9+11.7%加碼歷史
TDYTeledyne Technologies IncCOM96$3.70 萬<0.1%+12+14.3%加碼歷史
CHHChoice Hotels International IncCOM308$3.70 萬<0.1%+29+10.4%加碼歷史
ALTMArcadium Lithium plcStock11,394$3.80 萬<0.1%−9,376−45.1%減碼歷史
GRMNGarmin LtdSHS234$3.80 萬<0.1%+99+73.3%加碼歷史
RIVNRivian Automotive, Inc.Stock3,000$4.00 萬<0.1%00.0%不變歷史
HIGHartford Insurance Group, Inc.Stock394$4.00 萬<0.1%+50+14.5%加碼歷史

2024 年第 1 季之後清倉（62 檔）

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

Benjamin Edwards Inc 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
LENLennar CorpCL A3,534$60.8 萬0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,620$34.6 萬0.1%歷史
iShares Tr46436E874IBONDS 24 TRM TS9,143$21.9 萬<0.1%–
PXDPioneer Natural Resources CoCOM718$18.9 萬<0.1%歷史
BKRBaker Hughes CoCL A5,501$18.4 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT3,094$12.8 萬<0.1%–
OMCLOmnicell, Inc.COM3,253$9.50 萬<0.1%歷史
AMTAmerican Tower CorpREIT429$8.50 萬<0.1%歷史
First Tr Exchange Traded FD33738R845NASDQ OIL GAS1,741$5.60 萬<0.1%–
GLDSPDR Gold TrustETF170$3.50 萬<0.1%歷史
UTFCohen & Steers Infrastructure Fund IncCOM1,233$2.90 萬<0.1%歷史
LPXLouisiana-Pacific CorpCOM338$2.80 萬<0.1%歷史
JBLJabil IncStock185$2.50 萬<0.1%歷史
iShares Russell 1000 Value ETF464287598ETF124$2.20 萬<0.1%–
Advisors Inner Circle FD0075W0163CAMBIAR AGGRES766$2.20 萬<0.1%–
State Street SPDR S&P Regional Banking ETF78464A698ETF400$2.00 萬<0.1%–
ADSKAutodesk, Inc.COM78$2.00 萬<0.1%歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN1,000$2.00 萬<0.1%歷史
MDBMongoDB, Inc.CL A52$1.90 萬<0.1%歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT600$1.90 萬<0.1%歷史
BXMXNuveen S&P 500 BuyWrite Income FundCOM1,400$1.90 萬<0.1%歷史
VanEck ETF Trust92189F411BDC INCOME ETF1,000$1.70 萬<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF61$1.50 萬<0.1%–
STEWSRH Total Return Fund, Inc.COM1,000$1.50 萬<0.1%歷史
BMYBristol Myers Squibb CoStock264$1.40 萬<0.1%歷史
IAUiShares Gold TrustETF313$1.30 萬<0.1%歷史
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM1,000$1.30 萬<0.1%歷史
CLDTChatham Lodging TrustCOM1,300$1.30 萬<0.1%歷史
iShares Russell 1000 Growth ETF464287614ETF36$1.20 萬<0.1%–
U.S. Global Jets ETF26922A842ETF579$1.20 萬<0.1%–
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT1,500$1.20 萬<0.1%歷史
BSTBlackRock Science & Technology TrustSHS300$1.10 萬<0.1%歷史
GRXGabelli Healthcare & WellnessRx TrustSHS1,000$1.00 萬<0.1%歷史
LWLamb Weston Holdings, Inc.Stock83$9,000<0.1%歷史
Chiron Real Estate Inc.37954A204COM NEW1,000$9,000<0.1%–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM1,000$8,000<0.1%歷史
PKPark Hotels & Resorts Inc.COM400$7,000<0.1%歷史
Vanguard High Dividend Yield Index ETF921946406ETF53$6,000<0.1%–
Vanguard World FD921910816MEGA GRWTH IND22$6,000<0.1%–
AWPabrdn Global Premier Properties FundCOM SH BEN INT1,500$6,000<0.1%歷史
iShares Russell Midcap ETF464287499ETF55$5,000<0.1%–
IAFAbrdn Australia Equity Fund, Inc.COM1,224$5,000<0.1%歷史
EXASExact Sciences CorpCOM75$5,000<0.1%歷史
JRSNuveen Real Estate Income FundCOM600$5,000<0.1%歷史
Vanguard Energy ETF92204A306ETF33$4,000<0.1%–
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX213$4,000<0.1%–
CLMTCalumet, Inc.UT LTD PARTNER300$4,000<0.1%歷史
iShares S&P 100 ETF464287101ETF12$3,000<0.1%–
iShares Core MSCI Eafe ETF46432F842ETF44$3,000<0.1%–
FTREFortrea Holdings Inc.COMMON STOCK69$3,000<0.1%歷史
GBCIGlacier Bancorp, Inc.COM66$3,000<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM55$3,000<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF26$2,000<0.1%–
John Hancock Exchange Traded47804J206MULTIFACTOR MI36$2,000<0.1%–
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A66$2,000<0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF17$1,000<0.1%–
ALSNAllison Transmission Holdings IncStock7$1,000<0.1%歷史
Vanguard Utilities ETF92204A876ETF7$1,000<0.1%–
iShares Tr464288273EAFE SML CP ETF23$1,000<0.1%–
ABNBAirbnb, Inc.Stock2$00.0%歷史
SESea LtdSPONSORD ADS7$00.0%歷史
MNKDMannkind CorpCOM NEW40$00.0%歷史