BE

Benjamin Edwards INC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$100.6億

申報季度: 2026-03-31 · 持股檔數: 1955

BENJAMIN EDWARDS INC在最新一期 13F 報告中揭露了 1955 項持股，申報期為 2026-03-31，總持股市值約為 US$100.6億，季度換手率為 26.0%。

機構性格雪花圖

集中度
2.1
持倉穩定性
26.02
動能／逆勢
87.62
產業集中度
39.19
多樣化
100
倉位均衡度
75.29

近期動向

  • 加碼 CGXU

    +5041.7%　US$1.2億

  • 加碼 CGUS

    +276.5%　US$7637.6萬

  • 加碼 CGCB

    +1428.1%　US$7107.2萬

  • 加碼 CGGR

    +252.0%　US$7259.9萬

  • 減碼 MSFT

    +3.0%　-US$4032.9萬

  • 加碼 CGCP

    +563.7%　US$6128.9萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 1350 大持股（共 1955 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技2.41%-0.48%-0.70%
2SPDWSte Str Spdr Pt Dw EU ETFETF-其他1.76%—-3.70%
3MSFTMicrosoft CORP股票-科技1.49%-0.62%+2.99%
4SPMBSs Spdr P Mort Back Bond ETFETF-其他1.43%—+5.02%
5SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長1.34%—+2.48%
6IUSVIshares Core S&p U.s. ValueETF-其他1.33%+0.03%+14.36%
7IUSGIshares Core S&p U.s. GrowthETF-其他1.21%—+10.55%
8CGXUCap Group Intl FocusETF-其他1.19%+1.16%+5041.70%
9SPYVSs Spdr P S&p 500 Value ETFETF-大型股與成長1.11%+0.15%+30.00%
10NVDANvidia CORP股票-科技1.11%—+0.47%
11CGGRCap Group Growth EquityETF-其他1.05%+0.68%+251.95%
12CGUSCap Group Core EquityETF-其他1.05%+0.72%+276.47%
13XOMExxon Mobil CORP股票-能源0.99%+0.17%-4.71%
14CASYCasey's General Stores INC股票-循環性消費0.91%+0.11%-3.49%
15APHAmphenol Corp-cl A股票-科技0.88%—+0.50%
16SCHFSchwab Intl Equity ETFETF-其他0.88%-0.24%-15.04%
17COSTCostco Wholesale CORP股票-非循環性消費0.85%—-2.37%
18WMTWalmart INC股票-非循環性消費0.83%—-0.39%
19AVGOBroadcom INC股票-科技0.81%—+5.15%
20VCITVanguard Int-term CorporateETF-投資等級公司債0.78%—+11.04%
21CGCBCap Group Core BondETF-其他0.76%+0.70%+1428.06%
22ABBVAbbvie INC股票-醫療保健0.73%—-0.48%
23GLDMSpdr Gold Minishares TrustETF-避險與商品0.73%-0.21%-20.63%
24CGCPCap Group Core Plus IncomeETF-其他0.72%+0.60%+563.71%
25MCDMcdonald's CORP股票-循環性消費0.69%—-3.78%
26WECWec Energy Group INC股票-公用事業0.67%—-2.45%
27HDHome Depot INC股票-循環性消費0.65%—+0.30%
28AMZNAmazon.com INC股票-循環性消費0.63%—+1.27%
29GOOGLAlphabet Inc-cl A股票-通訊服務0.62%—+5.36%
30ATOAtmos Energy CORP股票-公用事業0.62%—-3.67%
31VZVerizon Communications INC股票-通訊服務0.62%+0.06%-0.65%
32VCSHVanguard S/t CORP Bond ETFETF-投資等級公司債0.61%—+13.52%
33SNASnap-on INC股票-工業0.61%—-4.69%
34MAMastercard INC - A股票-金融0.60%—-1.34%
35CTVACorteva INC股票-原物料0.58%+0.04%-2.80%
36TXNTexas Instruments INC股票-科技0.56%—-0.98%
37PGProcter & Gamble Co/the股票-非循環性消費0.55%—+1.37%
38RSGRepublic Services INC股票-工業0.54%—-4.15%
39BINVBrandes International ETFETF-其他0.53%+0.18%+67.15%
40AVLVAvantis US Large Cap ValueETF-大型股與成長0.52%+0.52%NEW
41GQGUGqg US Equity ETFETF-其他0.52%+0.52%NEW
42WSOWatsco INC股票-工業0.51%—-2.23%
43IGSBIshares 1-5y Inv Grade CORPETF-其他0.51%+0.20%+82.49%
44SYKStryker CORP股票-醫療保健0.51%—-2.19%
45TBILF/m US Treasury 3 Month BillETF-政府公債0.51%—-0.97%
46TLHIshares 10-20 Year TreasuryETF-政府公債0.51%-0.18%-17.34%
47CGHYCap Group High Yield BondETF-非投資等級債0.49%+0.49%NEW
48JPMJpmorgan Chase & Co股票-金融0.48%—+4.99%
49CMECme Group INC股票-金融0.48%+0.09%+28.44%
50TMUST-mobile US INC股票-通訊服務0.47%—+1.95%
1–50 of 1,350

本季持股變動

Benjamin Edwards INC 在 2026-03-31 最顯著的持倉異動： 新建倉: Avantis US Large Cap Value (AVLV); 新建倉: Gqg US Equity ETF (GQGU); 新建倉: Cap Group High Yield Bond (CGHY); 新建倉: Fed Hermes Ttl Rtrn Bnd (FTRB); 新建倉: Ev Income Opportunities ETF (XAGG).

Benjamin Edwards INC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1CGXUCap Group Intl Focus+1.2%+5041.70%加碼
2CGUSCap Group Core Equity+0.7%+276.47%加碼
3CGCBCap Group Core Bond+0.7%+1428.06%加碼
4CGGRCap Group Growth Equity+0.7%+251.95%加碼
5CGCPCap Group Core Plus Income+0.6%+563.71%加碼
6CGSDCap Group Short Duration+0.4%+665.33%加碼
7CGNGCap Group New Geography Eq+0.3%+360.08%加碼
8ECLEcolab INC+0.3%+407.90%加碼
9IGSBIshares 1-5y Inv Grade CORP+0.2%+82.49%加碼
10FLCGFed Hermes Large Cap Growth+0.2%+128.83%加碼
11BINVBrandes International ETF+0.2%+67.15%加碼
12XOMExxon Mobil CORP+0.2%-4.71%減碼
13CGGECap Group Global Eq+0.2%+109.69%加碼
14SPYVSs Spdr P S&p 500 Value ETF+0.2%+30.00%加碼
15GDXVaneck Gold Miners ETF+0.1%+2154.74%加碼
16SGOVIshares 0-3 Month Treasury B+0.1%+1541.67%加碼
17CASYCasey's General Stores INC+0.1%-3.49%減碼
18CMECme Group INC+0.1%+28.44%加碼
19VZVerizon Communications INC+0.1%-0.65%減碼
20CTVACorteva INC0%-2.80%減碼
21IUSVIshares Core S&p U.s. Value0%+14.36%加碼
22FXUFirst Trust Utilities Alphad-0.1%-83.13%減碼
23MDYVSs Spdr S&p 400 Mc Val ETF-0.2%-81.27%減碼
24BRBroadridge Financial Solutio-0.2%-3.54%減碼
25SPGIS&p Global INC-0.2%-3.23%減碼
26TLHIshares 10-20 Year Treasury-0.2%-17.34%減碼
27INTUIntuit INC-0.2%+7.07%加碼
28HYBBIshares Bb Rated CORP Bond-0.2%-26.83%減碼
29ADPAutomatic Data Processing-0.2%-1.38%減碼
30ACNAccenture plc-0.2%+4.07%加碼
31MKCMccormick & Co-non Vtg Shrs-0.2%-13.63%減碼
32QCOMQualcomm INC-0.2%-0.64%減碼
33GLDMSpdr Gold Minishares Trust-0.2%-20.63%減碼
34SCHFSchwab Intl Equity ETF-0.2%-15.04%減碼
35MDYGSs Spdr S&p 400 Mc Gr ETF-0.3%-81.05%減碼
36REGLPrshrs S&p Mid 400 Dvd Arist-0.3%-74.09%減碼
37MRKMerck & Co. INC.-0.4%-65.15%減碼
38AAPLApple INC-0.5%-0.70%減碼
39MSFTMicrosoft CORP-0.6%+2.99%加碼
40AVLVAvantis US Large Cap Value—NEW新建倉
41GQGUGqg US Equity ETF—NEW新建倉
42CGHYCap Group High Yield Bond—NEW新建倉
43FTRBFed Hermes Ttl Rtrn Bnd—NEW新建倉
44XAGGEv Income Opportunities ETF—NEW新建倉
45HFSIHartfor Strateg Income Etf-u—NEW新建倉
46JPHYJpmorgan Active H Yield ETF—NEW新建倉
47PICKIshares Msci Global Metals &—NEW新建倉
48FLHYFranklin High Yield Corporat—NEW新建倉
49CSREC&s Real Estate Active ETF—NEW新建倉
50PCSPgim CORP Bond 0-5 Year ETF—NEW新建倉

FAQ

Benjamin Edwards INC 是什麼機構？屬於哪種投資人類型？
Benjamin Edwards INC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$100.6億，分佈在 1955 個已申報部位之中。
Benjamin Edwards INC 目前前幾大持股有哪些？
根據最新 13F 申報，Benjamin Edwards INC 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$2.4億 (2.4%) 2. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$1.8億 (1.8%) 3. Microsoft CORP (MSFT) — US$1.5億 (1.5%) 4. Ss Spdr P Mort Back Bond ETF (SPMB) — US$1.4億 (1.4%) 5. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$1.3億 (1.3%)
Benjamin Edwards INC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Benjamin Edwards INC 共進行了 50 項顯著調整：新建倉 11 個部位、加碼 20 個既有持股、減碼 19 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Avantis US Large Cap Value (AVLV); 新建倉: Gqg US Equity ETF (GQGU); 新建倉: Cap Group High Yield Bond (CGHY); 新建倉: Fed Hermes Ttl Rtrn Bnd (FTRB); 新建倉: Ev Income Opportunities ETF (XAGG)
Benjamin Edwards INC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Benjamin Edwards INC 的主要板塊分佈如下： • Information Technology: 25.4% • Industrials: 12.9% • Financials: 11.9% • Consumer Discretionary: 9.4% • Health Care: 9.3% • Consumer Staples: 7.6%