Silver Oak Securities, Inc
- SEC CIK
- 0001080576
- 最新申報
- 2026/8/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/21 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 753
- 較 2025 年第 2 季 +58
- 總值
- $13.4 億
- 較 2025 年第 2 季 +$1.33 億 (+11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 14,088 | $23.8 萬 | <0.1% | +1,647+13.2% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,517 | $23.8 萬 | <0.1% | −147−5.5% | 減碼 | 歷史 |
| EHCEncompass Health Corp | COM | 1,895 | $24.1 萬 | <0.1% | +1,895 | 新進 | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 9,900 | $24.1 萬 | <0.1% | +9,900 | 新進 | 歷史 |
| Tidal Tr II88636J410 | PEERLESS OPTION ADDED | 12,075 | $24.2 萬 | <0.1% | +12,075 | 新進 | – |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 9,637 | $24.2 萬 | <0.1% | +9,637 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,867 | $24.4 萬 | <0.1% | +422+9.5% | 加碼 | – |
| CORCencora, Inc. | Stock | 780 | $24.4 萬 | <0.1% | +263+50.9% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,554 | $24.4 萬 | <0.1% | +4+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 8,521 | $24.4 萬 | <0.1% | +8,521 | 新進 | – |
| EBAYeBay Inc | COM | 2,693 | $24.5 萬 | <0.1% | +2,693 | 新進 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 7,679 | $24.6 萬 | <0.1% | +389+5.3% | 加碼 | – |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 5,878 | $24.6 萬 | <0.1% | −46−0.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 7,386 | $24.7 萬 | <0.1% | +55+0.8% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,507 | $24.8 萬 | <0.1% | +1,507 | 新進 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 1,787 | $24.9 萬 | <0.1% | +1,787 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U448 | FT VE NA 100 CO | 11,624 | $24.9 萬 | <0.1% | −3,269−21.9% | 減碼 | – |
| SHWSherwin Williams Co | COM | 720 | $24.9 萬 | <0.1% | −207−22.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 516 | $25.0 萬 | <0.1% | +516 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,065 | $25.2 萬 | <0.1% | +46+4.5% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2,851 | $25.3 萬 | <0.1% | −146−4.9% | 減碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 4,233 | $25.3 萬 | <0.1% | +4,233 | 新進 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 30,993 | $25.4 萬 | <0.1% | +30,993 | 新進 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 13,312 | $25.5 萬 | <0.1% | +851+6.8% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 13,065 | $25.5 萬 | <0.1% | +13,065 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 4,850 | $25.7 萬 | <0.1% | +4,850 | 新進 | – |
| Fidelity Greenwood Street Tr31624J729 | YIEL ENH EQU ETF | 9,183 | $25.7 萬 | <0.1% | +9,183 | 新進 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,491 | $25.8 萬 | <0.1% | −40,936−88.2% | 減碼 | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 6,084 | $25.9 萬 | <0.1% | −935−13.3% | 減碼 | – |
| XYLXylem Inc. | COM | 1,758 | $25.9 萬 | <0.1% | +1,758 | 新進 | 歷史 |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 4,819 | $26.0 萬 | <0.1% | +472+10.9% | 加碼 | – |
| NKENIKE, Inc. | Stock | 3,749 | $26.1 萬 | <0.1% | −171−4.4% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 6,830 | $26.3 萬 | <0.1% | +40+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 5,720 | $26.5 萬 | <0.1% | +5,720 | 新進 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,405 | $26.6 萬 | <0.1% | +1,405 | 新進 | – |
| Vanguard Wellington FD921935409 | US MINIMUM | 2,028 | $26.6 萬 | <0.1% | +2,028 | 新進 | – |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 17,854 | $26.7 萬 | <0.1% | −412−2.3% | 減碼 | – |
| PSXPhillips 66 | Stock | 1,968 | $26.8 萬 | <0.1% | +248+14.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 7,459 | $26.8 萬 | <0.1% | −2,347−23.9% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 6,014 | $26.8 萬 | <0.1% | +96+1.6% | 加碼 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 6,763 | $26.8 萬 | <0.1% | −280−4.0% | 減碼 | – |
| PENNPENN Entertainment, Inc. | COM | 13,971 | $26.9 萬 | <0.1% | +13,971 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 3,486 | $27.1 萬 | <0.1% | +3,486 | 新進 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 10,338 | $27.2 萬 | <0.1% | +20.0% | 加碼 | – |
| CIONCION Investment Corp | COM | 28,758 | $27.3 萬 | <0.1% | +297+1.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 5,725 | $27.6 萬 | <0.1% | +449+8.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,756 | $27.6 萬 | <0.1% | +11,756 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 901 | $27.7 萬 | <0.1% | −8−0.9% | 減碼 | – |
| BBarrick Mining Corp | Stock | 8,489 | $27.8 萬 | <0.1% | +8,489 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 4,153 | $27.9 萬 | <0.1% | +54+1.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 2,242 | $28.0 萬 | <0.1% | −153−6.4% | 減碼 | – |
| MDTMedtronic plc | Stock | 2,947 | $28.1 萬 | <0.1% | +2,947 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,029 | $28.1 萬 | <0.1% | −896−46.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C375 | US EQT ULTRA BF | 7,206 | $28.1 萬 | <0.1% | 00.0% | 不變 | – |
| LNTAlliant Energy Corp | Stock | 4,171 | $28.1 萬 | <0.1% | −11−0.3% | 減碼 | 歷史 |
| RUMRUM Group Inc. | Stock | 38,939 | $28.2 萬 | <0.1% | +1,400+3.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G615 | INVESCO PHLX SM | 5,644 | $28.3 萬 | <0.1% | +21+0.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 9,107 | $28.3 萬 | <0.1% | +1,318+16.9% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 862 | $28.4 萬 | <0.1% | −1,101−56.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,198 | $28.6 萬 | <0.1% | +2+0.1% | 加碼 | – |
| SYYSysco Corp | Stock | 3,493 | $28.8 萬 | <0.1% | +134+4.0% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 1,955 | $28.8 萬 | <0.1% | +1,955 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 404 | $29.0 萬 | <0.1% | +404 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 7,429 | $29.1 萬 | <0.1% | +7,429 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U489 | FT VE US EQ EQUA | 13,533 | $29.2 萬 | <0.1% | +13,533 | 新進 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,107 | $29.2 萬 | <0.1% | −175−2.4% | 減碼 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 5,391 | $29.3 萬 | <0.1% | +9+0.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 6,453 | $29.3 萬 | <0.1% | −414−6.0% | 減碼 | – |
| Valued Advisers Tr92046L338 | REGAN FLTG RATE | 11,514 | $29.3 萬 | <0.1% | +3,420+42.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,995 | $29.4 萬 | <0.1% | −6,353−61.4% | 減碼 | – |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 13,087 | $29.4 萬 | <0.1% | +387+3.0% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,369 | $29.5 萬 | <0.1% | +53+2.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,814 | $29.6 萬 | <0.1% | +235+1.9% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,214 | $29.6 萬 | <0.1% | −8,351−87.3% | 減碼 | – |
| LINLinde PLC | Stock | 627 | $29.8 萬 | <0.1% | −1,304−67.5% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 2,152 | $29.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,794 | $30.2 萬 | <0.1% | +1,794 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,320 | $30.3 萬 | <0.1% | −2,593−43.9% | 減碼 | – |
| FLRFluor Corp | Stock | 7,217 | $30.4 萬 | <0.1% | −311−4.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 7,004 | $30.6 萬 | <0.1% | −23,537−77.1% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,646 | $30.7 萬 | <0.1% | −1,414−27.9% | 減碼 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 3,297 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,082 | $31.0 萬 | <0.1% | +3,082 | 新進 | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 1,618 | $31.0 萬 | <0.1% | +116+7.7% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 9,253 | $31.2 萬 | <0.1% | −1,417−13.3% | 減碼 | – |
| BPBP PLC | ADR | 9,155 | $31.5 萬 | <0.1% | +4,126+82.0% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 763 | $31.6 萬 | <0.1% | +32+4.4% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,238 | $31.7 萬 | <0.1% | +2,238 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 19,657 | $31.7 萬 | <0.1% | −399−2.0% | 減碼 | – |
| CMCSAComcast Corp | Stock | 10,176 | $32.0 萬 | <0.1% | +684+7.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E388 | S&P 500 EX RAT | 5,829 | $32.4 萬 | <0.1% | −700−10.7% | 減碼 | – |
| iShares Tr46435G342 | MORTGE REL ETF | 14,809 | $32.5 萬 | <0.1% | −575−3.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 16,319 | $32.6 萬 | <0.1% | −925−5.4% | 減碼 | – |
| HSYHershey Co | COM | 1,747 | $32.7 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,340 | $32.7 萬 | <0.1% | +160+3.8% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 10,011 | $32.7 萬 | <0.1% | +10,011 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,092 | $32.8 萬 | <0.1% | +936+18.2% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 2,931 | $32.9 萬 | <0.1% | −782−21.1% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,308 | $33.0 萬 | <0.1% | +186+8.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 5,201 | $33.1 萬 | <0.1% | −22,259−81.1% | 減碼 | – |
2025 年第 2 季之後清倉（79 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 32,063 | $345.3 萬 | 0.3% | – |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 58,445 | $288.7 萬 | 0.2% | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 40,335 | $287.4 萬 | 0.2% | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 71,079 | $267.7 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 74,756 | $254.1 萬 | 0.2% | – |
| Invesco Exchange Traded FD T46137V795 | DORSEY WRGT UTIL | 59,181 | $247.6 萬 | 0.2% | – |
| Pacer FDS Tr69374H725 | LUNT MDCAP MLT | 52,446 | $229.8 萬 | 0.2% | – |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 42,230 | $195.4 萬 | 0.2% | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 45,946 | $181.3 萬 | 0.2% | – |
| iShares Tr464287622 | RUS 1000 ETF | 5,063 | $171.9 萬 | 0.1% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 66,166 | $169.4 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 32,521 | $160.1 萬 | 0.1% | – |
| Davis Fundamental ETF Tr23908L405 | SELCT INTL ETF | 59,711 | $154.4 萬 | 0.1% | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 37,157 | $149.0 萬 | 0.1% | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 32,594 | $148.1 萬 | 0.1% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 22,474 | $133.2 萬 | 0.1% | – |
| USFDUS Foods Holding Corp. | COM | 17,082 | $131.5 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 34,000 | $131.5 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 35,170 | $130.1 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U513 | FT VEST NASD 100 | 59,855 | $128.1 萬 | 0.1% | – |
| Franklin Templeton ETF Tr35473P801 | US LRG CP MLTFCT | 18,613 | $117.6 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 45,773 | $116.9 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U760 | VEST BUFFERED | 48,694 | $114.7 萬 | 0.1% | – |
| Spinnaker ETF Series84858T772 | SELE STO EUR ETF | 24,682 | $106.5 萬 | 0.1% | – |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 43,448 | $105.3 萬 | 0.1% | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 26,083 | $103.4 萬 | 0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,730 | $102.1 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 22,576 | $100.3 萬 | 0.1% | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 24,654 | $99.6 萬 | 0.1% | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 30,923 | $98.6 萬 | 0.1% | – |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 26,628 | $94.0 萬 | 0.1% | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 17,252 | $93.8 萬 | 0.1% | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 17,091 | $86.8 萬 | 0.1% | – |
| CARRCarrier Global Corp | Stock | 10,265 | $75.1 萬 | 0.1% | 歷史 |
| CLSCelestica Inc | Stock | 4,548 | $71.0 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 21,188 | $65.5 萬 | 0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,307 | $64.2 萬 | 0.1% | – |
| Davis Fundamental ETF Tr23908L306 | SELECT WRLD WI | 15,484 | $64.2 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 15,046 | $63.8 萬 | 0.1% | – |
| POSTPost Holdings, Inc. | COM | 5,746 | $62.6 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 13,765 | $61.5 萬 | 0.1% | – |
| SNPSSynopsys Inc | COM | 1,188 | $60.9 萬 | 0.1% | 歷史 |
| ARMArm Holdings PLC | ADR | 3,679 | $59.5 萬 | <0.1% | 歷史 |
| MTBM&T Bank Corp | COM | 3,058 | $59.3 萬 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H737 | ALLIA US JUN ETF | 17,596 | $56.1 萬 | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 5,144 | $50.9 萬 | <0.1% | 歷史 |
| iShares Tr46432F875 | MRNGSTR INC ETF | 20,973 | $43.5 萬 | <0.1% | – |
| Innovator ETFs Trust45784N882 | EQUITY DEFINED P | 15,607 | $39.8 萬 | <0.1% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 3,397 | $38.5 萬 | <0.1% | – |
| TMDXTransMedics Group, Inc. | COM | 2,828 | $37.9 萬 | <0.1% | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 1,060 | $35.2 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 1,522 | $35.1 萬 | <0.1% | – |
| SLBSLB Limited | Stock | 10,355 | $35.0 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 7,330 | $33.0 萬 | <0.1% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,142 | $31.6 萬 | <0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 12,404 | $28.4 萬 | <0.1% | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,397 | $28.3 萬 | <0.1% | – |
| CNACna Financial Corp | COM | 5,820 | $27.1 萬 | <0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 882 | $26.3 萬 | <0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,247 | $26.1 萬 | <0.1% | 歷史 |
| PENPenumbra Inc | COM | 974 | $25.0 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 5,114 | $24.7 萬 | <0.1% | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,183 | $23.6 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 6,193 | $23.4 萬 | <0.1% | – |
| Pacer Trendpilot Fund of Funds ETF69374H675 | ETF | 7,319 | $23.4 萬 | <0.1% | – |
| JPINuveen Preferred Securities & Income Opportunities Fund | COM | 11,196 | $23.3 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 6,916 | $23.2 萬 | <0.1% | – |
| OKEONEOK Inc | COM | 2,792 | $22.8 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 2,518 | $21.7 萬 | <0.1% | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 8,523 | $20.4 萬 | <0.1% | – |
| PRUPrudential Financial Inc | Stock | 1,864 | $20.0 萬 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 2,773 | $19.5 萬 | <0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 381 | $17.0 萬 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,508 | $15.8 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 10,167 | $15.4 萬 | <0.1% | – |
| SOUNSoundhound AI, Inc. | CLASS A COM | 7,049 | $7.56 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 10,126 | $4.36 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 765 | $4.03 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 886 | $1.85 萬 | <0.1% | – |