CWM, LLC

SEC CIK: 0001535847
最新申報: 2026/5/14

SEC 申報列表（在新分頁開啟）

2025 年第 4 季持倉

持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

持股檔數: 5,558; 較 2025 年第 3 季 +80
總值: $369.0 億; 較 2025 年第 3 季 +$36.6 億 (+11.0%)
申報日: 2026/1/26; SEC

CWM, LLC 在 2025 年第 4 季的持倉
證券	類別	股數	市值	佔組合 %	股數變化	動作	紀錄
iShares Core S&P 500 ETF464287200	ETF	1,435,788	$9.83 億	2.7%	+81,868+6.0%	加碼	–
State Street SPDR Portfolio S&P 500 ETF78464A854	ETF	10,359,261	$8.31 億	2.3%	+400,292+4.0%	加碼	–
iShares Tr46434V613	CORE UNIVRSL USD	17,194,171	$8.00 億	2.2%	+85,428+0.5%	加碼	–
AAPLApple Inc.	Stock	2,710,224	$7.37 億	2.0%	+203,766+8.1%	加碼	歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889	ETF	15,520,557	$6.89 億	1.9%	+886,729+6.1%	加碼	–
NVDANVIDIA Corp	Stock	3,373,887	$6.29 億	1.7%	+82,289+2.5%	加碼	歷史
iShares S&P 500 Growth ETF464287309	ETF	4,775,251	$5.89 億	1.6%	−22,753−0.5%	減碼	–
iShares S&P 500 Value ETF464287408	ETF	2,579,248	$5.47 億	1.5%	+702,987+37.5%	加碼	–
MSFTMicrosoft Corp	Stock	1,070,954	$5.18 億	1.4%	+60,024+5.9%	加碼	歷史
BlackRock ETF Trust09290C103	ISHARES US EQUIT	8,014,666	$4.87 億	1.3%	+107,578+1.4%	加碼	–
State Street SPDR Portfolio Aggregate Bond ETF78464A649	ETF	18,193,758	$4.68 億	1.3%	+1,197,111+7.0%	加碼	–
iShares MSCI USA Quality Factor ETF46432F339	ETF	2,245,928	$4.46 億	1.2%	−1,001,622−30.8%	減碼	–
iShares S&P 100 ETF464287101	ETF	1,190,792	$4.08 億	1.1%	+27,019+2.3%	加碼	–
iShares Tr464288877	EAFE VALUE ETF	5,503,686	$3.93 億	1.1%	−924,664−14.4%	減碼	–
PIMCO Active Bond Exchange-Traded Fund72201R775	ETF	4,149,576	$3.86 億	1.0%	+177,815+4.5%	加碼	–
iShares Core MSCI Emerging Markets ETF46434G103	ETF	5,690,088	$3.82 億	1.0%	+1,273,614+28.8%	加碼	–
Invesco Exch Traded FD Tr II46138E339	S&P 500 MOMNTM	2,992,182	$3.57 億	1.0%	+369,627+14.1%	加碼	–
AMZNAmazon Com Inc	Stock	1,540,638	$3.56 億	1.0%	+69,514+4.7%	加碼	歷史
SPYSPDR S&P 500 ETF Trust	ETF	502,041	$3.42 億	0.9%	+148,495+42.0%	加碼	歷史
GOOGLAlphabet Inc.	Stock	1,039,950	$3.26 億	0.9%	+14,353+1.4%	加碼	歷史
SPDR Series Trust78468R804	ST STR R1K LOWV	1,804,160	$3.17 億	0.9%	+280,101+18.4%	加碼	–
Invesco QQQ Trust Series I46090E103	ETF	514,062	$3.16 億	0.9%	−18,043−3.4%	減碼	–
Vanguard Morningstar Growth ETF922908736	ETF	643,577	$3.14 億	0.9%	+124,594+24.0%	加碼	–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	2,843,217	$3.03 億	0.8%	+69,065+2.5%	加碼	–
iShares MSCI USA Momentum Factor ETF46432F396	ETF	1,141,425	$2.86 億	0.8%	+230,310+25.3%	加碼	–
SPDR Series Trust78464A805	ST STR PR SP1500	3,266,337	$2.69 億	0.7%	+138,861+4.4%	加碼	–
Schwab U.S. Large-Cap Growth ETF808524300	ETF	7,458,612	$2.43 億	0.7%	+155,983+2.1%	加碼	–
State Street SPDR Portfolio S&P 500 Value ETF78464A508	ETF	4,085,059	$2.32 億	0.6%	+10,620+0.3%	加碼	–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	2,471,078	$2.26 億	0.6%	−372,732−13.1%	減碼	–
AVGOBroadcom Inc.	Stock	650,857	$2.25 億	0.6%	+24,913+4.0%	加碼	歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847	ETF	3,590,731	$2.08 億	0.6%	−1,137,753−24.1%	減碼	–
SPDR Series Trust78468R523	ST STR BL 12 ETF	2,057,442	$2.04 億	0.6%	−93,932−4.4%	減碼	–
State Street Technology Select Sector SPDR ETF81369Y803	ETF	1,405,043	$2.02 億	0.5%	+173,131+14.1%	加碼依 2 比 1 拆股換算	–
BRK.BBerkshire Hathaway Inc	Stock	384,825	$1.93 億	0.5%	+11,445+3.1%	加碼	歷史
Ssga Active ETF Tr78467V848	ST STR TOTAL ETF	4,740,178	$1.91 億	0.5%	+456,974+10.7%	加碼	–
iShares Tr464288588	MBS ETF	1,910,110	$1.82 億	0.5%	+7,207+0.4%	加碼	–
SPDR Series Trust78464A672	ST INTER ETF	6,289,128	$1.81 億	0.5%	+948,731+17.8%	加碼	–
TSLATesla, Inc.	Stock	389,506	$1.75 億	0.5%	+14,963+4.0%	加碼	歷史
JPMJPMorgan Chase & Co	Stock	536,109	$1.73 億	0.5%	+55,656+11.6%	加碼	歷史
BlackRock ETF Trust09290C780	ISHA I IN TE ETF	5,120,639	$1.71 億	0.5%	+270,474+5.6%	加碼	–
First Tr Exchng Traded FD VI33740F755	FT LADD BUFF ETF	4,964,256	$1.70 億	0.5%	−117,628−2.3%	減碼	–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	1,675,562	$1.68 億	0.5%	+19,997+1.2%	加碼	–
METAMeta Platforms, Inc.	Stock	252,783	$1.67 億	0.5%	+10,009+4.1%	加碼	歷史
Vanguard Morningstar Value ETF922908744	ETF	859,845	$1.64 億	0.4%	+303,741+54.6%	加碼	–
iShares Tr464288653	10-20 YR TRS ETF	1,591,487	$1.62 億	0.4%	−147,644−8.5%	減碼	–
IAUiShares Gold Trust	ETF	1,954,113	$1.59 億	0.4%	+57,372+3.0%	加碼	歷史
Ssga Active ETF Tr78467V707	ST STR UL BD ETF	3,802,612	$1.54 億	0.4%	+240,602+6.8%	加碼	–
Schwab US Dividend Equity ETF808524797	ETF	5,505,058	$1.51 億	0.4%	+111,563+2.1%	加碼	–
GLDSPDR Gold Trust	ETF	380,100	$1.51 億	0.4%	+8,487+2.3%	加碼	歷史
Fidelity Merrimack STR Tr316188309	TOTAL BD ETF	3,268,874	$1.50 億	0.4%	+651,819+24.9%	加碼	–
LLYEli Lilly & Co	Stock	137,831	$1.48 億	0.4%	+39,276+39.9%	加碼	歷史
Putnam ETF Trust746729300	FOCUSED LAR CAP	3,249,628	$1.48 億	0.4%	+195,140+6.4%	加碼	–
GOOGAlphabet Inc.	Stock	446,558	$1.40 億	0.4%	+3,729+0.8%	加碼	歷史
Vanguard S&P 500 ETF922908363	ETF	220,765	$1.38 億	0.4%	−8,191−3.6%	減碼	–
WMTWalmart Inc.	Stock	1,233,521	$1.37 億	0.4%	+57,818+4.9%	加碼	歷史
JNJJohnson & Johnson	Stock	656,875	$1.36 億	0.4%	+51,049+8.4%	加碼	歷史
J P Morgan Exchange Traded F46654Q609	ACTIVE GROWTH	1,452,422	$1.35 億	0.4%	−32,323−2.2%	減碼	–
J P Morgan Exchange Traded F46641Q134	INTRNL RES EQT	1,706,206	$1.28 億	0.3%	+191,685+12.7%	加碼	–
SPDR Index Shs FDS78463X103	PORTFLO EURP ETF	2,433,270	$1.27 億	0.3%	+217,888+9.8%	加碼	–
XOMExxonMobil Holdings Corp	COM	1,053,880	$1.27 億	0.3%	+144,851+15.9%	加碼	歷史
BlackRock ETF Trust09290C806	ISHA US THEM ETF	3,261,677	$1.26 億	0.3%	+51,817+1.6%	加碼	–
SPDR Index Shs FDS78463X509	ST PORT MARK ETF	2,438,252	$1.14 億	0.3%	+174,521+7.7%	加碼	–
PIMCO ETF Tr72201R585	MULTISECTOR BD	4,218,007	$1.13 億	0.3%	+1,129,724+36.6%	加碼	–
iShares Tr46435G672	CORE INTL AGGR	2,178,011	$1.09 億	0.3%	+87,943+4.2%	加碼	–
PIMCO ETF Tr72201R817	INV GRD CRP BD	1,108,969	$1.09 億	0.3%	+2,477+0.2%	加碼	–
MRKMerck & Co., Inc.	Stock	1,017,023	$1.07 億	0.3%	+61,957+6.5%	加碼	歷史
Tidal Trust II88636J204	RET STCKD GL STK	3,775,730	$1.06 億	0.3%	+222,748+6.3%	加碼	–
SPDR Series Trust78464A656	ST STR TIPS ETF	4,085,211	$1.06 億	0.3%	+543,940+15.4%	加碼	–
ABBVAbbVie Inc.	Stock	460,001	$1.05 億	0.3%	+80,349+21.2%	加碼	歷史
iShares Flexible Income Active ETF092528603	ETF	1,976,232	$1.04 億	0.3%	+39,720+2.1%	加碼	–
CSCOCisco Systems, Inc.	Stock	1,329,980	$1.02 億	0.3%	+85,415+6.9%	加碼	歷史
Capital Group Growth ETF14020G101	SHS CREAT UNIT	2,255,337	$1.00 億	0.3%	+68,448+3.1%	加碼	–
PGProcter & Gamble Co	Stock	685,934	$9,830 萬	0.3%	+36,980+5.7%	加碼	歷史
Listed FDS Tr53656F599	SWAN HEDGED EQTY	3,891,846	$9,811 萬	0.3%	+1,372,757+54.5%	加碼	–
Invesco Actively Managed Exc46090A804	TOTAL RETURN	2,060,937	$9,773 萬	0.3%	+161,323+8.5%	加碼	–
iShares Tr464288760	US AER DEF ETF	453,853	$9,744 萬	0.3%	+16,385+3.7%	加碼	–
American Centy ETF Tr025072703	INTL EQT ETF	1,150,755	$9,473 萬	0.3%	+158,042+15.9%	加碼	–
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	1,653,081	$9,462 萬	0.3%	−294,005−15.1%	減碼	–
Schwab US Aggregate Bond ETF808524839	ETF	4,022,406	$9,400 萬	0.3%	+3,836,881+2,068.1%	加碼	–
PIMCO ETF Tr72201R718	ENHNCD LW DUR AC	939,933	$9,018 萬	0.2%	+16,035+1.7%	加碼	–
VVisa Inc.	Stock	255,371	$8,956 萬	0.2%	+19,332+8.2%	加碼	歷史
WisdomTree Tr97717W208	US HIGH DIVIDEND	859,111	$8,748 萬	0.2%	−160.0%	減碼	–
PLTRPalantir Technologies Inc.	Stock	491,914	$8,744 萬	0.2%	+33,851+7.4%	加碼	歷史
Capital Group Dividend Value14020W106	SHS CREAT UNIT	1,997,808	$8,718 萬	0.2%	−84,218−4.0%	減碼	–
Invesco Nasdaq 100 ETF46138G649	ETF	337,950	$8,547 萬	0.2%	+96,641+40.0%	加碼	–
iShares Core MSCI Eafe ETF46432F842	ETF	950,067	$8,499 萬	0.2%	+250,382+35.8%	加碼	–
HDHome Depot, Inc.	Stock	242,226	$8,335 萬	0.2%	+17,705+7.9%	加碼	歷史
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	1,007,033	$8,029 萬	0.2%	+624,795+163.5%	加碼	–
Simplify Exchange Traded Fun82889N699	MANAGED FUTURES	2,939,794	$8,014 萬	0.2%	+328,154+12.6%	加碼	–
iShares Tr464287150	CORE S&P TTL STK	535,621	$7,964 萬	0.2%	+9,597+1.8%	加碼	–
GLDMWorld Gold Trust	SPDR GLD MINIS	931,521	$7,952 萬	0.2%	+149,990+19.2%	加碼	歷史
GEGeneral Electric Co	Stock	254,865	$7,851 萬	0.2%	+16,063+6.7%	加碼	歷史
Capital Group Core Balanced14021D107	SHS	2,168,040	$7,660 萬	0.2%	+117,287+5.7%	加碼	–
WisdomTree Tr97717X172	US HGH YLD CORP	1,647,308	$7,650 萬	0.2%	+4,602+0.3%	加碼	–
BACBank of America Corp	Stock	1,386,978	$7,628 萬	0.2%	+211,758+18.0%	加碼	歷史
WisdomTree Tr97717Y790	US EFFIC CORE FD	1,378,802	$7,557 萬	0.2%	+11,002+0.8%	加碼	–
Doubleline ETF Trust25861R105	OPPO CORE BD ETF	1,622,210	$7,521 萬	0.2%	+253,382+18.5%	加碼	–
iShares MSCI USA Min Vol Factor ETF46429B697	ETF	795,730	$7,493 萬	0.2%	+11,205+1.4%	加碼	–
PEPPepsiCo Inc	Stock	514,612	$7,386 萬	0.2%	+16,872+3.4%	加碼	歷史
iShares Tr464288414	NATIONAL MUN ETF	687,924	$7,368 萬	0.2%	+47,823+7.5%	加碼	–

選擇權（12 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

CWM, LLC 在 2025 年第 4 季的選擇權部位
證券	類別	賣權	買權
SPYSPDR S&P 500 ETF Trust	ETF	$240.2 萬	$147.7 萬
NVDANVIDIA Corp	Stock	$4.80 萬	$4.20 萬
CRWVCoreWeave, Inc.	Stock	–	$8.10 萬
UBERUber Technologies, Inc	Stock	$9,000	–
AAPLApple Inc.	Stock	$8,000	–
VanEck ETF Trust92189F106	GOLD MINERS ETF	–	$8,000
AMZNAmazon Com Inc	Stock	$7,000	–
SMCISuper Micro Computer, Inc.	Stock	–	$5,000
JOBYJoby Aviation, Inc.	COMMON STOCK	–	$5,000
GEGeneral Electric Co	Stock	$2,000	–
ACHRArcher Aviation Inc.	Stock	–	$1,000
GEVGE Vernova Inc.	Stock	$1,000	–

2025 年第 3 季之後清倉（206 檔）

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 206 檔。

CWM, LLC 在 2025 年第 3 季之後清倉的部位
證券	類別	2025 年第 3 季股數	2025 年第 3 季市值	2025 年第 3 季佔組合 %	紀錄
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1	ETF	568,925	$1,433 萬	<0.1%	–
ULUnilever PLC	SPON ADR NEW	110,416	$654.5 萬	<0.1%	歷史
Invesco Exch TRD SLF Idx FD46138J528	BULSHS 2025 MUNI	246,018	$603.4 萬	<0.1%	–
Invesco Exch TRD SLF Idx FD46138J825	BULSHS 2025 CB	281,679	$582.8 萬	<0.1%	–
SSBSouthState Bank Corp	COM	45,644	$451.3 萬	<0.1%	歷史
iShares Tr46436E866	IBONDS 25 TRM TS	125,198	$292.5 萬	<0.1%	–
IPGInterpublic Group of Companies, Inc.	COM	95,220	$265.8 萬	<0.1%	歷史
iShares Tr46435U432	IBONDS DEC 25	76,662	$205.4 萬	<0.1%	–
KKellanova	Stock	20,649	$169.4 萬	<0.1%	歷史
LNWOLight & Wonder, Inc.	COM	12,336	$103.5 萬	<0.1%	歷史
PINCPremier, Inc.	CL A	35,665	$99.1 萬	<0.1%	歷史
Stone Ridge Tr86172B809	LIFEX 2055 LONGE	5,795	$99.1 萬	<0.1%	–
ALEAllete Inc	COM NEW	14,035	$93.2 萬	<0.1%	歷史
ProShares Tr74347X625	ULT R/EST NEW	12,496	$80.6 萬	<0.1%	–
VBTXVeritex Holdings, Inc.	COM	18,920	$63.4 萬	<0.1%	歷史
SCSSteelcase Inc	CL A	36,158	$62.2 萬	<0.1%	歷史
VRNTVerint Systems Inc	COM	28,358	$57.4 萬	<0.1%	歷史
PROPROS Holdings, Inc.	COM	20,510	$47.0 萬	<0.1%	歷史
SPRSpirit AeroSystems Holdings, Inc.	COM CL A	8,377	$32.3 萬	<0.1%	歷史
HBIHanesbrands Inc.	COM	40,933	$27.0 萬	<0.1%	歷史
ODPODP Corp	COM	8,561	$23.8 萬	<0.1%	歷史
INFAInformatica Inc.	COM CL A	9,106	$22.6 萬	<0.1%	歷史
VRNAVerona Pharma plc	SPONSORED ADS	2,000	$21.3 萬	<0.1%	歷史
VNOMViper Energy, Inc.	COM	5,302	$20.3 萬	<0.1%	歷史
BRYBerry Corp (bry)	COM	52,876	$20.0 萬	<0.1%	歷史
AVDXAvidXchange Holdings, Inc.	COM	19,534	$19.4 萬	<0.1%	歷史
COOPMaverick Merger Sub 2, LLC	COM	858	$18.1 萬	<0.1%	歷史
HSIIHeidrick & Struggles International Inc	COM	3,583	$17.8 萬	<0.1%	歷史
HONEHarborOne Bancorp, Inc.	COM NEW	12,637	$17.2 萬	<0.1%	歷史
Alps ETF Tr00162Q346	SMITH CORE PLUS	6,152	$16.1 萬	<0.1%	–
PENGPenguin Solutions, Inc.	SHS	5,958	$15.7 萬	<0.1%	歷史
Stone Ridge Tr86172B304	LIFEX 2050 LG	905	$14.2 萬	<0.1%	–
Sapiens Intl Corp N VG7T16G103	SHS	2,669	$11.5 萬	<0.1%	–
IASIntegral Ad Science Holding Corp.	COM	11,305	$11.5 萬	<0.1%	歷史
VTLEVital Energy, Inc.	COM	6,734	$11.4 萬	<0.1%	歷史
WNSWNS (Holdings) Ltd	COM SHS	1,485	$11.3 萬	<0.1%	歷史
ETNB89bio, Inc.	COM	7,236	$10.6 萬	<0.1%	歷史
VMEOVimeo, Inc.	COMMON STOCK	13,609	$10.5 萬	<0.1%	歷史
First Tr Exchng Traded FD VI33740F110	CONFLUENCE BDC	4,353	$8.60 萬	<0.1%	–
Alps ETF Tr00162Q353	LEVEL FOUR LARGE	2,044	$8.20 萬	<0.1%	–
Advisors Inner Circle FD III00774Q346	DEMCRATIC LG ETF	1,891	$7.90 萬	<0.1%	–
MRUSMerus N.V.	COM	809	$7.60 萬	<0.1%	歷史
Managed Portfolio Series56167N753	ECOFIN GBL WATER	1,390	$7.40 萬	<0.1%	–
PBPBPotbelly Corp	COM	4,130	$7.00 萬	<0.1%	歷史
Chiron Real Estate Inc.37954A204	COM NEW	1,965	$6.60 萬	<0.1%	–
LCIDLucid Group, Inc.	COM	2,659	$6.30 萬	<0.1%	歷史
Metals Acquisition CorpG60409110	ORD SHS	5,156	$6.30 萬	<0.1%	–
Copel-ADR20441B605	ADR	6,275	$6.10 萬	<0.1%	–
GNTYGuaranty Bancshares Inc	COM	1,213	$5.90 萬	<0.1%	歷史
Ea Series Trust02072L250	STRIVE MID CAP	1,933	$5.50 萬	<0.1%	–
MRCMRC Global Inc.	COM	3,761	$5.40 萬	<0.1%	歷史
iShares Ibonds 2025 Term High Yield & Income ETF46435U168	ETF	1,755	$4.10 萬	<0.1%	–
AKROAkero Therapeutics, Inc.	COM	809	$3.80 萬	<0.1%	歷史
Ea Series Trust02072L524	INTL DEV	1,084	$3.30 萬	<0.1%	–
SRDXSurmodics Inc	COM	1,047	$3.10 萬	<0.1%	歷史
RBB Fund Trust75526L860	TWEEDY BROWNE	2,550	$3.10 萬	<0.1%	–
VanEck Digital Native Economy ETF92189F882	ETF	680	$3.00 萬	<0.1%	–
MTSRMetsera, Inc.	COM	564	$3.00 萬	<0.1%	歷史
Centrais Eletricas Brasileir15234Q108	SPON ADR PFD B	2,579	$2.70 萬	<0.1%	–
Pgim ETF Tr69344A834	AAA CLO ETF	514	$2.60 萬	<0.1%	–
HFROHighland Opportunities & Income Fund	HIGHLAND INCOME	3,747	$2.40 萬	<0.1%	歷史
First Tr Exchange-Traded FD33735T109	COMMON SHS	1,342	$2.20 萬	<0.1%	–
MRSNMersana Therapeutics, Inc.	COM	2,878	$2.20 萬	<0.1%	歷史
ZIMVZimVie Inc.	Stock	982	$1.90 萬	<0.1%	歷史
PVBCProvident Bancorp, Inc.	COM NEW	1,545	$1.90 萬	<0.1%	歷史
ABCLAbCellera Biologics Inc.	COM	3,512	$1.80 萬	<0.1%	歷史
DSGXDescartes Systems Group Inc	COM	179	$1.70 萬	<0.1%	歷史
Aris Water Solutions, Inc.04041L106	CLASS A COM	655	$1.60 萬	<0.1%	–
Innovator ETFs Trust45782C532	US EQTY ULTRA B	400	$1.50 萬	<0.1%	–
EAFGraftech International Ltd	COM	1,201	$1.50 萬	<0.1%	歷史
HPSJohn Hancock Preferred Income Fund III	COM	1,000	$1.50 萬	<0.1%	歷史
PGREParamount Group, Inc.	COM	2,274	$1.50 萬	<0.1%	歷史
Tidal Tr II88636J527	YIELDMAX ULTRA O	2,753	$1.50 萬	<0.1%	–
SPDR Index Shs FDS78463X863	ST DOW INTL ETF	511	$1.40 萬	<0.1%	–
MLNKMeridianLink, Inc.	COMMON STOCK	689	$1.40 萬	<0.1%	歷史
ProShares Tr74349Y498	ULTRA XRP ETF	500	$1.40 萬	<0.1%	–
WFGWest Fraser Timber Co., Ltd	COM	194	$1.30 萬	<0.1%	歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund	COM	550	$1.20 萬	<0.1%	歷史
Profesionally Managed Portfo74316P637	CONGRESS LRG CAP ADDED	309	$1.20 萬	<0.1%	–
WisdomTree Tr97717W778	INTL MIDCAP DV	139	$1.10 萬	<0.1%	–
SMWBSimilarweb Ltd.	SHS	1,139	$1.10 萬	<0.1%	歷史
MGRMMonogram Technologies Inc.	COM	1,808	$1.10 萬	<0.1%	歷史
Profesionally Managed Portfo74316P645	CONG SMID GR ETF	309	$1.00 萬	<0.1%	–
ETF Ser Solutions26922A388	APTUS DEFINED	350	$1.00 萬	<0.1%	–
LESLLeslie's, Inc.	COM	1,800	$1.00 萬	<0.1%	歷史
Segall Bryant Hamill Tr81580H449	SEGALL BRYANT ADDED	312	$1.00 萬	<0.1%	–
ABTCAmerican Bitcoin Corp.	COM	1,508	$1.00 萬	<0.1%	歷史
Tidal Tr II88636R255	DEFIANCE LEVERAG	1,126	$1.00 萬	<0.1%	–
Strategic Trust48817R870	RUNNING GWTH ETF	269	$9,000	<0.1%	–
CCRDCoreCard Corp	COM	342	$9,000	<0.1%	歷史
WEATTeucrium Commodity Trust	WHEAT FD	2,075	$9,000	<0.1%	歷史
Sound Enhanced Fixed Income ETF886364819	ETF	414	$8,000	<0.1%	–
Franklin Templeton ETF Tr35473P611	LIBERTY INTL	389	$8,000	<0.1%	–
SEATVivid Seats Inc.	COM CL A	459	$8,000	<0.1%	歷史
VanEck ETF Trust92189H730	MORNINGSTAR SMID	215	$8,000	<0.1%	–
2023 ETF Series Trust900934308	BRANDES US VALUE	226	$8,000	<0.1%	–
Invesco Exch TRD SLF Idx FD46138J817	BULSHS 2025 HY	284	$7,000	<0.1%	–
Litman Gregory FDS Tr53700T744	POLEN CAPITAL GL ADDED	610	$7,000	<0.1%	–
LAZRQLuminar Technologies, Inc.	COM NEW CL A	3,517	$7,000	<0.1%	歷史
Alps ETF Tr00162Q395	OSHARES US SMLCP	126	$6,000	<0.1%	–