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Livermore
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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
EXPOExponent IncCOM432$4.10 萬<0.1%+38+9.6%加碼歷史
RFRegions Financial CorpCOM2,027$4.10 萬<0.1%+648+47.0%加碼歷史
BBYBest Buy Co IncStock493$4.20 萬<0.1%+166+50.8%加碼歷史
ALLEAllegion plcORD SHS357$4.20 萬<0.1%+35+10.9%加碼歷史
SSNCSS&C Technologies Holdings IncCOM675$4.20 萬<0.1%+204+43.3%加碼歷史
CCICrown Castle Inc.REIT440$4.30 萬<0.1%−6−1.3%減碼歷史
CMGChipotle Mexican Grill IncCOM686$4.30 萬<0.1%−114−14.2%減碼依 50 比 1 拆股換算歷史
iShares Tr46436E841IBONDS 27 TRM TS1,959$4.30 萬<0.1%−23−1.2%減碼–
CHEChemed CorpCOM80$4.30 萬<0.1%+7+9.6%加碼歷史
iShares Tr46436E825IBONDS 29 TRM TS2,038$4.40 萬<0.1%−8−0.4%減碼–
iShares Tr46436E148IBONDS DEC 20331,832$4.40 萬<0.1%+18+1.0%加碼–
BFAMBright Horizons Family Solutions Inc.COM401$4.40 萬<0.1%+36+9.9%加碼歷史
iShares Tr46436E460IBONDS DEC 20312,196$4.40 萬<0.1%+11+0.5%加碼–
EVRGEvergy, Inc.Stock856$4.50 萬<0.1%+277+47.8%加碼歷史
HBANHuntington Bancshares IncCOM3,489$4.60 萬<0.1%−21−0.6%減碼歷史
ROPRoper Technologies IncStock83$4.70 萬<0.1%−3−3.5%減碼歷史
ZWSZurn Elkay Water Solutions CorpCOM1,632$4.80 萬<0.1%+153+10.3%加碼歷史
iShares Tr464287754US INDUSTRIALS398$4.80 萬<0.1%00.0%不變–
DLBDolby Laboratories, Inc.COM CL A606$4.80 萬<0.1%+55+10.0%加碼歷史
MNSTMonster Beverage CorpCOM971$4.90 萬<0.1%+21+2.2%加碼歷史
CAHCardinal Health IncStock513$5.00 萬<0.1%+14+2.8%加碼歷史
DOCHealthpeak Properties, Inc.COM2,568$5.00 萬<0.1%+51+2.0%加碼歷史
WPCW. P. Carey Inc.COM914$5.00 萬<0.1%−5−0.5%減碼歷史
First Tr Exchng Traded FD VI33740U588VEST US EQUITY M1,635$5.00 萬<0.1%+1,635新進–
AZPNAspen Technology, Inc.COM251$5.00 萬<0.1%+23+10.1%加碼歷史
ORLYO Reilly Automotive IncStock48$5.10 萬<0.1%−1−2.0%減碼歷史
First Tr Exchange-Traded FD33734X168MATERIALS ALPH780$5.10 萬<0.1%00.0%不變–
DLRDigital Realty Trust, Inc.COM340$5.20 萬<0.1%+107+45.9%加碼歷史
ZBRAZebra Technologies CorpCL A169$5.20 萬<0.1%+17+11.2%加碼歷史
DALDelta Air Lines, Inc.COM NEW1,094$5.20 萬<0.1%−111−9.2%減碼歷史
CPRTCopart IncCOM957$5.20 萬<0.1%−68−6.6%減碼歷史
FSVFirstService CorpCOM351$5.30 萬<0.1%+91+35.0%加碼歷史
SAIASaia IncCOM112$5.30 萬<0.1%+13+13.1%加碼歷史
UBERUber Technologies, IncStock740$5.40 萬<0.1%+114+18.2%加碼歷史
PRVAPrivia Health Group, Inc.COM3,118$5.40 萬<0.1%−253−7.5%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF1,144$5.40 萬<0.1%+248+27.7%加碼–
BJBJ's Wholesale Club Holdings, Inc.COM628$5.50 萬<0.1%+501+394.5%加碼歷史
PIIPolaris Inc.Stock713$5.60 萬<0.1%+2+0.3%加碼歷史
SRSpire IncCOM924$5.60 萬<0.1%00.0%不變歷史
FFord Motor CoStock4,513$5.70 萬<0.1%−1,805−28.6%減碼歷史
CCitigroup IncStock897$5.70 萬<0.1%−10−1.1%減碼歷史
BLBlackline, Inc.COM1,200$5.80 萬<0.1%−96−7.4%減碼歷史
First Tr Exch Traded FD III33739P855INSTL PFD SECS3,254$6.00 萬<0.1%−180−5.2%減碼–
MMM3M CoStock598$6.10 萬<0.1%−3−0.5%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock499$6.10 萬<0.1%+46+10.2%加碼歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5001,209$6.10 萬<0.1%−4,871−80.1%減碼–
VRTXVertex Pharmaceuticals IncStock133$6.20 萬<0.1%+19+16.7%加碼歷史
EMNEastman Chemical CoStock633$6.20 萬<0.1%−6−0.9%減碼歷史
EFXEquifax IncCOM254$6.20 萬<0.1%+23+10.0%加碼歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX453$6.20 萬<0.1%00.0%不變–
SPDR Series Trust78464A284ST NUVE HIGH ETF2,439$6.20 萬<0.1%+512+26.6%加碼–
SNPSSynopsys IncCOM107$6.40 萬<0.1%+13+13.8%加碼歷史
COOCooper Companies, Inc.COM732$6.40 萬<0.1%+69+10.4%加碼歷史
First Tr Exchange Traded FD33738R688S&P INTL DIVID4,058$6.40 萬<0.1%+48+1.2%加碼–
CDNSCadence Design Systems IncStock212$6.50 萬<0.1%+28+15.2%加碼歷史
ALGNAlign Technology IncCOM270$6.50 萬<0.1%−23−7.8%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF454$6.60 萬<0.1%+2+0.4%加碼–
iShares Core S&P Small Cap ETF464287804ETF639$6.80 萬<0.1%+42+7.0%加碼–
XYZBlock, Inc.CL A1,069$6.90 萬<0.1%−244−18.6%減碼歷史
First Tr Exch TRD Alphdx FD33737J158JAPAN ALPHADEX1,348$6.90 萬<0.1%+96+7.7%加碼–
NTRSNorthern Trust CorpCOM821$6.90 萬<0.1%+52+6.8%加碼歷史
MSMorgan StanleyStock722$7.00 萬<0.1%−5,243−87.9%減碼歷史
WKWorkiva IncCOM CL A959$7.00 萬<0.1%−80−7.7%減碼歷史
TFCTruist Financial CorpCOM1,826$7.10 萬<0.1%+439+31.7%加碼歷史
LYFTLyft, Inc.CL A COM5,113$7.20 萬<0.1%+5,113新進歷史
NJRNew Jersey Resources CorpStock1,727$7.40 萬<0.1%00.0%不變歷史
FIVEFive Below, IncCOM678$7.40 萬<0.1%−56−7.6%減碼歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX2,050$7.50 萬<0.1%+36+1.8%加碼–
RMDResmed IncCOM398$7.60 萬<0.1%+100+33.6%加碼歷史
FMCFMC CorpCOM NEW1,326$7.60 萬<0.1%+259+24.3%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF1,019$7.90 萬<0.1%+106+11.6%加碼–
Vanguard Morningstar Value ETF922908744ETF500$8.00 萬<0.1%00.0%不變–
GWREGuidewire Software, Inc.COM583$8.00 萬<0.1%−44−7.0%減碼歷史
LAMRLamar Advertising CoREIT674$8.10 萬<0.1%−4−0.6%減碼歷史
BSYBentley Systems IncCOM CL B1,648$8.10 萬<0.1%+149+9.9%加碼歷史
LPLALPL Financial Holdings Inc.COM298$8.30 萬<0.1%+24+8.8%加碼歷史
CRLCharles River Laboratories International, Inc.COM407$8.40 萬<0.1%+14+3.6%加碼歷史
ENSGEnsign Group, IncCOM675$8.40 萬<0.1%−55−7.5%減碼歷史
LIILennox International IncCOM158$8.50 萬<0.1%+15+10.5%加碼歷史
FNDFloor & Decor Holdings, Inc.CL A855$8.50 萬<0.1%−69−7.5%減碼歷史
CBOECboe Global Markets, Inc.COM499$8.50 萬<0.1%+365+272.4%加碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,431$8.50 萬<0.1%−589−29.2%減碼–
TERTeradyne, IncStock578$8.60 萬<0.1%+24+4.3%加碼歷史
PAYCPaycom Software, Inc.Stock601$8.60 萬<0.1%−47−7.3%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK1,222$8.70 萬<0.1%−707−36.7%減碼歷史
First Tr Exchng Traded FD VI33740F763FT VEST US EQT1,888$8.80 萬<0.1%+1,888新進–
STAGSTAG Industrial, Inc.COM2,450$8.80 萬<0.1%−24−1.0%減碼歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF3,649$8.90 萬<0.1%+441+13.7%加碼–
BNYBank of New York Mellon CorpStock1,509$9.00 萬<0.1%−4−0.3%減碼歷史
TAT&T Inc.Stock4,746$9.10 萬<0.1%−173−3.5%減碼歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH595$9.20 萬<0.1%00.0%不變–
Angel Oak Funds Trust03463K752OAK ULTRASHORT1,814$9.20 萬<0.1%−91−4.8%減碼–
CLColgate Palmolive CoStock961$9.30 萬<0.1%+1+0.1%加碼歷史
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF1,915$9.30 萬<0.1%00.0%不變–
AOSSmith A O CorpCOM1,141$9.30 萬<0.1%+1,141新進歷史
CRAICra International, Inc.COM543$9.40 萬<0.1%−19−3.4%減碼歷史
CNPCenterpoint Energy IncCOM3,100$9.60 萬<0.1%00.0%不變歷史
TTCToro CoCOM1,043$9.80 萬<0.1%+1+0.1%加碼歷史
TROWPrice T Rowe Group IncStock856$9.90 萬<0.1%−1,374−61.6%減碼歷史
CAGConagra Brands Inc.Stock3,513$10.0 萬<0.1%+3,513新進歷史

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