Creative Planning

SEC CIK: 0001540235
最新申報: 2026/8/13

SEC 申報列表（在新分頁開啟）

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

持股檔數: 2,299; 較 2021 年第 4 季 +226
總值: $645.7 億; 較 2021 年第 4 季 +$23.2 億 (+3.7%)
申報日: 2022/5/16; SEC

Creative Planning 在 2022 年第 1 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	16,660,371	$75.6 億	11.7%	+379,813+2.3%	加碼	–
Vanguard Ftse Developed Markets ETF921943858	ETF	100,190,431	$48.1 億	7.5%	+2,076,064+2.1%	加碼	–
Vanguard Total Bond Market ETF921937835	ETF	39,407,955	$31.3 億	4.9%	−3,977,277−9.2%	減碼	–
iShares Core MSCI Emerging Markets ETF46434G103	ETF	53,274,543	$29.6 億	4.6%	+3,647,106+7.3%	加碼	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	10,678,872	$24.3 億	3.8%	+5,059,821+90.0%	加碼	–
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	25,993,862	$22.4 億	3.5%	+1,207,892+4.9%	加碼	–
Vanguard Real Estate ETF922908553	ETF	20,067,534	$21.7 億	3.4%	+813,380+4.2%	加碼	–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847	ETF	44,694,016	$21.1 億	3.3%	+2,636,252+6.3%	加碼	–
Vanguard Morningstar Large-Cap ETF922908637	ETF	9,334,038	$19.5 億	3.0%	+954,492+11.4%	加碼	–
Vanguard Morningstar Mid-Cap ETF922908629	ETF	7,341,824	$17.5 億	2.7%	+283,993+4.0%	加碼	–
iShares Core U.S. Aggregate Bond ETF464287226	ETF	14,118,618	$15.1 億	2.3%	−1,478,591−9.5%	減碼	–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889	ETF	42,772,394	$14.7 億	2.3%	+4,722,255+12.4%	加碼	–
AAPLApple Inc.	Stock	7,714,056	$13.5 億	2.1%	+476,610+6.6%	加碼	歷史
WisdomTree Tr97717W281	EMG MKTS SMCAP	23,245,326	$12.4 億	1.9%	+2,464,987+11.9%	加碼	–
State Street SPDR Portfolio S&P 500 ETF78464A854	ETF	21,834,129	$11.6 億	1.8%	+5,602,568+34.5%	加碼	–
SPYSPDR S&P 500 ETF Trust	ETF	2,546,650	$11.5 億	1.8%	+44,424+1.8%	加碼	歷史
iShares Tr464288414	NATIONAL MUN ETF	8,581,365	$9.41 億	1.5%	−1,013,729−10.6%	減碼	–
BRK.BBerkshire Hathaway Inc	Stock	2,655,757	$9.37 億	1.5%	+15,418+0.6%	加碼	歷史
Vanguard Ftse Emerging Markets ETF922042858	ETF	18,520,646	$8.54 億	1.3%	+1,373,229+8.0%	加碼	–
Schwab U.S. REIT ETF808524847	ETF	28,636,584	$7.13 億	1.1%	+1,959,194+7.3%	加碼依 2 比 1 拆股換算	–
SPDR Index Shs FDS78463X509	ST PORT MARK ETF	17,707,723	$6.84 億	1.1%	+910,638+5.4%	加碼	–
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	12,958,898	$6.68 億	1.0%	+5,294,553+69.1%	加碼	–
iShares Tr46435G326	CORE MSCI INTL	10,284,470	$6.54 億	1.0%	+2,561,972+33.2%	加碼	–
Schwab Emerging Markets Equity ETF808524706	ETF	19,780,083	$5.49 億	0.9%	+3,596,424+22.2%	加碼	–
MSFTMicrosoft Corp	Stock	1,760,648	$5.43 億	0.8%	+166,926+10.5%	加碼	歷史
Schwab International Equity ETF808524805	ETF	14,689,732	$5.39 億	0.8%	+3,982,689+37.2%	加碼	–
Schwab U.S. Large-Cap ETF808524201	ETF	9,855,116	$5.31 億	0.8%	+2,574,164+35.4%	加碼依 2 比 1 拆股換算	–
Schwab U.S. Mid-Cap ETF808524508	ETF	6,867,201	$5.21 億	0.8%	+1,382,670+25.2%	加碼	–
Vanguard High Dividend Yield Index ETF921946406	ETF	4,010,131	$4.50 億	0.7%	+310,085+8.4%	加碼	–
Dimensional U.S. Small Cap ETF25434V500	ETF	7,142,717	$4.00 億	0.6%	+551,683+8.4%	加碼	–
Vanguard Morningstar Small-Cap ETF922908751	ETF	1,851,762	$3.94 億	0.6%	+59,054+3.3%	加碼	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	8,121,197	$3.78 億	0.6%	+77,791+1.0%	加碼	–
iShares Tr464288661	3 7 YR TREAS BD	3,029,194	$3.70 億	0.6%	−448,163−12.9%	減碼	–
AMZNAmazon Com Inc	Stock	103,165	$3.36 億	0.5%	+10,093+10.8%	加碼	歷史
iShares Tr464288273	EAFE SML CP ETF	4,800,155	$3.18 億	0.5%	−142,063−2.9%	減碼	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	4,699,736	$2.96 億	0.5%	+390,023+9.0%	加碼	–
TSLATesla, Inc.	Stock	239,700	$2.58 億	0.4%	+6,285+2.7%	加碼	歷史
Vanguard S&P 500 ETF922908363	ETF	609,526	$2.53 億	0.4%	−4,523−0.7%	減碼	–
iShares Core S&P Mid-Cap ETF464287507	ETF	918,627	$2.47 億	0.4%	+23,380+2.6%	加碼	–
SPDR Index Shs FDS78463X756	ST MARKE CAP ETF	3,725,491	$2.11 億	0.3%	−177,924−4.6%	減碼	–
iShares Core MSCI Eafe ETF46432F842	ETF	2,972,083	$2.07 億	0.3%	+383,991+14.8%	加碼	–
METAMeta Platforms, Inc.	Stock	915,688	$2.04 億	0.3%	+84,346+10.1%	加碼	歷史
Alps ETF Tr00162Q452	ALERIAN MLP	5,311,313	$2.03 億	0.3%	−81,271−1.5%	減碼	–
GOOGAlphabet Inc.	Stock	56,801	$1.59 億	0.2%	+13,858+32.3%	加碼	歷史
PGProcter & Gamble Co	Stock	1,025,955	$1.57 億	0.2%	+94,446+10.1%	加碼	歷史
iShares Tr464287622	RUS 1000 ETF	626,763	$1.57 億	0.2%	+55,989+9.8%	加碼	–
iShares MSCI Eafe ETF464287465	ETF	2,104,992	$1.55 億	0.2%	−414,260−16.4%	減碼	–
GOOGLAlphabet Inc.	Stock	53,775	$1.50 億	0.2%	+9,888+22.5%	加碼	歷史
Invesco QQQ Trust Series I46090E103	ETF	400,670	$1.45 億	0.2%	+63,940+19.0%	加碼	–
JNJJohnson & Johnson	Stock	815,270	$1.44 億	0.2%	+186,162+29.6%	加碼	歷史
Vanguard Dividend Appreciation ETF921908844	ETF	828,411	$1.34 億	0.2%	+353,687+74.5%	加碼	–
Global X FDS37954Y343	GLBL X MLP ETF	3,224,000	$1.30 億	0.2%	+14,173+0.4%	加碼	–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853	ETF	2,960,125	$1.25 億	0.2%	−39,854−1.3%	減碼	–
American Centy ETF Tr025072877	US SML CP VALU	1,543,166	$1.23 億	0.2%	+311,068+25.2%	加碼	–
WisdomTree Tr97717W794	TRUE DEV INTL FD	2,512,196	$1.22 億	0.2%	+187,127+8.0%	加碼	–
NVDANVIDIA Corp	Stock	443,872	$1.21 億	0.2%	+109,587+32.8%	加碼	歷史
SCHWSchwab Charles Corp	Stock	1,415,675	$1.19 億	0.2%	+42,516+3.1%	加碼	歷史
Vanguard Index FDS922908652	EXTEND MKT ETF	704,255	$1.17 億	0.2%	−14,266−2.0%	減碼	–
iShares Tr464287150	CORE S&P TTL STK	1,116,159	$1.13 億	0.2%	+48,971+4.6%	加碼	–
iShares Core S&P Small Cap ETF464287804	ETF	1,000,306	$1.08 億	0.2%	+63,723+6.8%	加碼	–
HDHome Depot, Inc.	Stock	344,064	$1.03 億	0.2%	+38,614+12.6%	加碼	歷史
JPMJPMorgan Chase & Co	Stock	744,971	$1.02 億	0.2%	+168,682+29.3%	加碼	歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375	ETF	2,951,448	$1.01 億	0.2%	+1,903,155+181.5%	加碼	–
iShares Russell 1000 Growth ETF464287614	ETF	357,119	$9,915 萬	0.2%	+7,340+2.1%	加碼	–
Vanguard Short-Term Bond ETF921937827	ETF	1,259,194	$9,809 萬	0.2%	−459,187−26.7%	減碼	–
XOMExxonMobil Holdings Corp	COM	1,152,741	$9,521 萬	0.1%	+37,244+3.3%	加碼	歷史
iShares Russell 2000 ETF464287655	ETF	454,837	$9,337 萬	0.1%	+141,129+45.0%	加碼	–
VVisa Inc.	Stock	408,331	$9,056 萬	0.1%	+53,878+15.2%	加碼	歷史
BRK.ABerkshire Hathaway Inc	CL A	170	$8,987 萬	0.1%	+1+0.6%	加碼	歷史
WisdomTree Tr97717W315	EMER MKT HIGH FD	2,015,448	$8,820 萬	0.1%	+273,849+15.7%	加碼	–
iShares Russell 1000 Value ETF464287598	ETF	508,339	$8,437 萬	0.1%	−894−0.2%	減碼	–
BACBank of America Corp	Stock	1,982,177	$8,171 萬	0.1%	+685,886+52.9%	加碼	歷史
Schwab U.S. Broad Market ETF808524102	ETF	1,497,678	$7,996 萬	0.1%	+891,558+147.1%	加碼依 2 比 1 拆股換算	–
Dimensional ETF Trust25434V401	US EQUI MARK ETF	1,599,071	$7,839 萬	0.1%	+29,088+1.9%	加碼	–
PEPPepsiCo Inc	Stock	466,788	$7,813 萬	0.1%	+140,058+42.9%	加碼	歷史
Vanguard World FD921910733	ESG US STK ETF	904,388	$7,333 萬	0.1%	+87,772+10.7%	加碼	–
WisdomTree Tr97717W307	US LARGECAP DIVD	1,107,093	$7,276 萬	0.1%	+57,977+5.5%	加碼	–
American Centy ETF Tr025072802	INTL SMCP VLU	1,151,750	$7,208 萬	0.1%	+338,819+41.7%	加碼	–
COSTCostco Wholesale Corp	Stock	123,388	$7,105 萬	0.1%	+6,267+5.4%	加碼	歷史
MCDMcDonalds Corp	Stock	285,820	$7,068 萬	0.1%	+40,723+16.6%	加碼	歷史
ABBVAbbVie Inc.	Stock	431,366	$6,993 萬	0.1%	+23,152+5.7%	加碼	歷史
MDYSPDR S&P Midcap 400 ETF Trust	ETF	139,959	$6,864 萬	0.1%	+15,295+12.3%	加碼	歷史
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	1,139,827	$6,755 萬	0.1%	+906,909+389.4%	加碼	–
ABTAbbott Laboratories	Stock	569,649	$6,742 萬	0.1%	+171,234+43.0%	加碼	歷史
CVXChevron Corp	Stock	403,926	$6,577 萬	0.1%	+18,934+4.9%	加碼	歷史
INTCIntel Corp	Stock	1,305,767	$6,471 萬	0.1%	+123,300+10.4%	加碼	歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	636,559	$6,376 萬	0.1%	+317,162+99.3%	加碼	–
Vanguard Morningstar Value ETF922908744	ETF	430,988	$6,369 萬	0.1%	+104,359+32.0%	加碼	–
UNHUnitedHealth Group Inc	Stock	124,374	$6,343 萬	0.1%	+23,510+23.3%	加碼	歷史
WisdomTree Tr97717W505	US MIDCAP DIVID	1,391,819	$6,183 萬	0.1%	+94,572+7.3%	加碼	–
KOCoca Cola Co	Stock	993,253	$6,158 萬	0.1%	+92,286+10.2%	加碼	歷史
SPDR Series Trust78464A763	ST STR SP DIV	471,134	$6,036 萬	0.1%	+15,974+3.5%	加碼	–
Schwab U.S. Small-Cap ETF808524607	ETF	1,266,115	$5,996 萬	0.1%	+74,171+6.2%	加碼依 2 比 1 拆股換算	–
DISWalt Disney Co	Stock	433,265	$5,943 萬	0.1%	+72,264+20.0%	加碼	歷史
Vanguard Ftse All-World Ex-US Index Fund922042775	ETF	1,020,100	$5,875 萬	0.1%	+70,218+7.4%	加碼	–
Vanguard Star FDS921909768	VG TL INTL STK F	981,507	$5,864 萬	0.1%	+87,180+9.7%	加碼	–
PFEPfizer Inc	Stock	1,131,155	$5,856 萬	0.1%	+69,894+6.6%	加碼	歷史
ACNAccenture plc	Stock	173,614	$5,855 萬	0.1%	+78,052+81.7%	加碼	歷史
Schwab International Small-Cap Equity ETF808524888	ETF	1,530,343	$5,811 萬	0.1%	+18,471+1.2%	加碼	–
Schwab US Aggregate Bond ETF808524839	ETF	1,117,907	$5,653 萬	0.1%	+752,654+206.1%	加碼	–

選擇權（68 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。

Creative Planning 在 2022 年第 1 季的選擇權部位
證券	類別	賣權	買權
TSLATesla, Inc.	Stock	$128.6 萬	$23.3 萬
NVDANVIDIA Corp	Stock	$26.3 萬	$4.40 萬
CCLCarnival Corp Ltd.	UNIT 99/99/9999	–	$27.3 萬
AAPLApple Inc.	Stock	$14.6 萬	$3,000
AALAmerican Airlines Group Inc.	Stock	–	$12.8 萬
MSFTMicrosoft Corp	Stock	$2.70 萬	$6.30 萬
SNOWSnowflake Inc.	Stock	–	$8.30 萬
GOOGLAlphabet Inc.	Stock	$1.80 萬	$6.30 萬
AMZNAmazon Com Inc	Stock	$4.70 萬	$6,000
AMDAdvanced Micro Devices Inc	Stock	$3.90 萬	$8,000
JPMJPMorgan Chase & Co	Stock	–	$4.70 萬
NCLHNorwegian Cruise Line Holdings Ltd.	SHS	–	$4.40 萬
BACBank of America Corp	Stock	$3.50 萬	$3,000
INTCIntel Corp	Stock	–	$3.40 萬
CPRICapri Holdings Ltd	SHS	–	$3.30 萬
DOCUDocuSign, Inc.	Stock	$6,000	$2.40 萬
MRVLMarvell Technology, Inc.	COM	–	$3.00 萬
CLDXCelldex Therapeutics, Inc.	COM NEW	$3.00 萬	–
SPYSPDR S&P 500 ETF Trust	ETF	$2.10 萬	$6,000
JDJD.com, Inc.	SPON ADS CL A	–	$2.40 萬
WFCWells Fargo & Company	Stock	$2.30 萬	–
ADBEAdobe Inc.	Stock	$1.90 萬	–
BABoeing Co	Stock	–	$1.70 萬
JNJJohnson & Johnson	Stock	$1.60 萬	–
FDXFedEx Corp	Stock	$0	$1.40 萬
MAMastercard Inc	Stock	$1.30 萬	–
FFord Motor Co	Stock	–	$1.30 萬
VEEVVeeva Systems Inc	Stock	$1.30 萬	–
PGProcter & Gamble Co	Stock	$1.00 萬	–
METAMeta Platforms, Inc.	Stock	$9,000	–
TJXTJX Companies Inc	Stock	–	$9,000
ABTAbbott Laboratories	Stock	–	$9,000
MGPIMGP Ingredients Inc	COM	$9,000	–
NFLXNetflix Inc	Stock	$8,000	–
DISWalt Disney Co	Stock	–	$7,000
UPSUnited Parcel Service Inc	Stock	$6,000	–
SNAPSnap Inc	Stock	$6,000	–
LUVSouthwest Airlines Co	COM	–	$6,000
BRK.BBerkshire Hathaway Inc	Stock	$5,000	–
BMYBristol Myers Squibb Co	Stock	–	$5,000
SOFISoFi Technologies, Inc.	Stock	–	$4,000
QCOMQualcomm Inc	Stock	$4,000	–
GOOGAlphabet Inc.	Stock	$4,000	–
CCitigroup Inc	Stock	$0	$4,000
Paramount Global92556H206	CL B	–	$4,000
GLDSPDR Gold Trust	ETF	–	$3,000
CRMSalesforce, Inc.	Stock	–	$3,000
CINFCincinnati Financial Corp	COM	$3,000	–
ISRGIntuitive Surgical Inc	COM NEW	$3,000	–
TNDMTandem Diabetes Care Inc	COM NEW	–	$3,000
Invesco QQQ Trust Series I46090E103	ETF	$1,000	$1,000
iShares Russell 2000 ETF464287655	ETF	$2,000	–
State Street Energy Select Sector SPDR ETF81369Y506	ETF	–	$2,000
AXPAmerican Express Co	Stock	$2,000	–
AMATApplied Materials Inc	Stock	–	$2,000
PYPLPayPal Holdings, Inc.	Stock	–	$2,000
XYZBlock, Inc.	CL A	–	$2,000
HDHome Depot, Inc.	Stock	–	$1,000
VVisa Inc.	Stock	$1,000	–
PANWPalo Alto Networks Inc	Stock	$1,000	–
ABBVAbbVie Inc.	Stock	$1,000	–
TAT&T Inc.	Stock	–	$1,000
AMGNAmgen Inc	Stock	$1,000	–
SCHWSchwab Charles Corp	Stock	–	$1,000
iShares Tr464287432	20 YR TR BD ETF	–	$1,000
SANBanco Santander, S.A.	ADR	–	$1,000
SPCEVirgin Galactic Holdings, Inc	COM	–	$1,000
TRTNTriton International Ltd	CL A	$1,000	–

2021 年第 4 季之後清倉（126 檔）

2021 年第 4 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 126 檔。

Creative Planning 在 2021 年第 4 季之後清倉的部位
證券	類別	2021 年第 4 季股數	2021 年第 4 季市值	2021 年第 4 季佔組合 %	紀錄
LCNBLCNB Corp	COM	632,900	$1,236 萬	<0.1%	歷史
NVTSNavitas Semiconductor Corp	COM	225,100	$382.9 萬	<0.1%	歷史
Royal Dutch Shell PLC780259206	SPONS ADR A	79,597	$345.5 萬	<0.1%	–
APTSPreferred Apartment Communities Inc	COM	169,166	$305.5 萬	<0.1%	歷史
XLNXXilinx Inc	COM	11,719	$248.5 萬	<0.1%	歷史
CACCamden National Corp	COM	42,030	$202.4 萬	<0.1%	歷史
Royal Dutch Shell PLC780259107	SPON ADR B	38,564	$167.2 萬	<0.1%	–
TGTXTG Therapeutics, Inc.	COM	80,956	$153.8 萬	<0.1%	歷史
EGHT8X8 Inc	COM	85,351	$143.0 萬	<0.1%	歷史
INFOIHS Markit Ltd.	SHS	9,013	$119.8 萬	<0.1%	歷史
ZGNXZogenix, Inc.	COM NEW	67,650	$109.9 萬	<0.1%	歷史
Athene Holding Ltd.G0684D107	CL A	11,661	$97.2 萬	<0.1%	–
PMFPIMCO Municipal Income Fund	COM	60,110	$91.5 萬	<0.1%	歷史
OMCLOmnicell, Inc.	COM	3,709	$66.9 萬	<0.1%	歷史
iShares Tr46435G532	MSCI GBL SUS DEV	7,075	$64.2 萬	<0.1%	–
WisdomTree Tr97717X628	FLOATNG RAT TREA	22,815	$57.2 萬	<0.1%	–
STLSterling Bancorp	COM	20,213	$52.1 萬	<0.1%	歷史
ProShares Tr74347B698	RUSS 2000 DIVD	7,731	$51.7 萬	<0.1%	–
iShares Tr464288497	DEVSMCP EXNA ETF	6,762	$47.1 萬	<0.1%	–
Invesco Exchange Traded FD T46137Y500	ZACKS MULT AST	18,517	$45.4 萬	<0.1%	–
Vanguard Scottsdale FDS92206C565	TOTAL WLD BD ETF	5,451	$42.8 萬	<0.1%	–
Alps ETF Tr00162Q783	STRATEGIC INCOME	16,930	$41.7 萬	<0.1%	–
STCStewart Information Services Corp	COM	5,054	$40.3 萬	<0.1%	歷史
iShares Tr46436E759	ESG EAFE ETF	5,621	$38.7 萬	<0.1%	–
Global X FDS37950E416	SOCIAL MED ETF	7,078	$38.1 萬	<0.1%	–
ProShares Tr74347X633	ULTRA FNCLS NEW	5,502	$37.2 萬	<0.1%	–
NBISNebius Group N.V.	Stock	5,771	$34.9 萬	<0.1%	歷史
COUPCoupa Software Inc	COM	2,166	$34.2 萬	<0.1%	歷史
FLGTFulgent Genetics, Inc.	COM	3,376	$34.0 萬	<0.1%	歷史
INBKFirst Internet Bancorp	COM	7,180	$33.8 萬	<0.1%	歷史
Global X FDS37954Y269	NASDQ 100 CVRDGW	10,425	$33.2 萬	<0.1%	–
AREAlexandria Real Estate Equities, Inc.	COM	1,450	$32.3 萬	<0.1%	歷史
PLCEChildrens Place, Inc.	COM	4,000	$31.7 萬	<0.1%	歷史
DSLDoubleLine Income Solutions Fund	COM	19,500	$31.4 萬	<0.1%	歷史
MHKMohawk Industries Inc	COM	1,675	$30.5 萬	<0.1%	歷史
FNGUBank of Montreal	MICROSECTORS IDX	8,138	$30.5 萬	<0.1%	歷史
Invesco Exchange Traded FD T46137V464	S&P MDCP MOMNTUM	3,344	$30.4 萬	<0.1%	–
ACBIAtlantic Capital Bancshares, Inc.	COM	10,518	$30.3 萬	<0.1%	歷史
Westpac Banking Corp961214301	SPONSORED ADR	19,555	$30.2 萬	<0.1%	–
FNDFloor & Decor Holdings, Inc.	CL A	2,220	$28.9 萬	<0.1%	歷史
PZZAPapa Johns International Inc	Stock	2,155	$28.8 萬	<0.1%	歷史
SUMSummit Materials, Inc.	CL A	7,144	$28.7 萬	<0.1%	歷史
CALXCalix, Inc	COM	3,580	$28.6 萬	<0.1%	歷史
Nushares ETF Tr67092P201	NUVEEN ESG LRGCP	4,160	$28.5 萬	<0.1%	–
Siren Nexgen Economy ETF829658202	ETF	6,686	$28.4 萬	<0.1%	–
WTSWatts Water Technologies Inc	CL A	1,456	$28.3 萬	<0.1%	歷史
TOLToll Brothers, Inc.	COM	3,898	$28.2 萬	<0.1%	歷史
UNGUnited States Natural Gas Fund, LP	UNIT PAR	22,564	$28.2 萬	<0.1%	歷史
CPKChesapeake Utilities Corp	COM	1,915	$27.9 萬	<0.1%	歷史
Kirkland Lake Gold Ltd49741E100	COM	6,604	$27.7 萬	<0.1%	–
HAINHain Celestial Group Inc	COM	6,145	$26.2 萬	<0.1%	歷史
JHXJames Hardie Industries plc	SPONSORED ADR	6,356	$25.9 萬	<0.1%	歷史
iShares U S ETF Tr46431W507	SHOR DURA BD ETF	5,150	$25.7 萬	<0.1%	–
iShares Tr46436E767	ESG MSCI USA ETF	6,461	$25.5 萬	<0.1%	–
IBKRInteractive Brokers Group, Inc.	Stock	3,195	$25.4 萬	<0.1%	歷史
SPDR Index Shs FDS78470E106	ST STR MSCI EAFE	3,015	$25.3 萬	<0.1%	–
APPSDigital Turbine, Inc.	COM NEW	4,092	$25.0 萬	<0.1%	歷史
INMDInMode Ltd.	SHS	3,549	$25.0 萬	<0.1%	歷史
ProShares Tr74347R693	PSHS ULTRA TECH	1,944	$24.8 萬	<0.1%	–
CCJCameco Corp	Stock	11,341	$24.7 萬	<0.1%	歷史
TriSalus Life Sciences, Inc.58507N105	COM CL A	25,000	$24.7 萬	<0.1%	–
VALEVale S.A.	SPONSORED ADS	17,589	$24.7 萬	<0.1%	歷史
Barnes Group Inc067806109	COM	5,256	$24.5 萬	<0.1%	–
SGISomnigroup International Inc.	COM	5,082	$23.9 萬	<0.1%	歷史
BPOPPopular, Inc.	COM NEW	2,895	$23.8 萬	<0.1%	歷史
ALVAutoliv Inc	COM	2,295	$23.7 萬	<0.1%	歷史
J P Morgan Exchange Traded F46641Q217	BETABULDRS JAPAN	4,257	$23.4 萬	<0.1%	–
SPXCSPX Technologies, Inc.	COM	3,902	$23.3 萬	<0.1%	歷史
STORStore Capital LLC	COM	6,786	$23.3 萬	<0.1%	歷史
MRTXMirati Therapeutics, Inc.	COM	1,554	$22.8 萬	<0.1%	歷史
J P Morgan Exchange Traded F46641Q225	BETA CDA ETF NEW	3,385	$22.7 萬	<0.1%	–
NUWNuveen AMT-Free Municipal Value Fund	COM	13,664	$22.7 萬	<0.1%	歷史
MZTIMarzetti Co	COM	1,337	$22.1 萬	<0.1%	歷史
MCBSMetroCity Bankshares, Inc.	COM	8,020	$22.1 萬	<0.1%	歷史
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	SHS	17,066	$21.8 萬	<0.1%	歷史
BSTZBlackRock Science & Technology Term Trust	SHS BEN INT	5,586	$21.8 萬	<0.1%	歷史
SPDR Series Trust78464A581	ST STR SP HCEQ	1,846	$21.7 萬	<0.1%	–
BP Midstream Partners LP0556EL109	UNIT LTD PTNR	14,188	$21.7 萬	<0.1%	–
QGENQiagen N.V.	SHS NEW	3,898	$21.7 萬	<0.1%	歷史
VanEck ETF Trust92189F171	GREEN BOND ETF	8,064	$21.6 萬	<0.1%	–
MARAMARA Holdings, Inc.	COM	6,576	$21.6 萬	<0.1%	歷史
Global X FDS37954Y814	FINTECH ETF	5,373	$21.5 萬	<0.1%	–
Global X FDS37954Y731	CONSCIOUS COS	6,120	$21.1 萬	<0.1%	–
CHWYChewy, Inc.	CL A	3,550	$20.9 萬	<0.1%	歷史
VICRVicor Corp	COM	1,649	$20.9 萬	<0.1%	歷史
GAMGeneral American Investors Co Inc	COM	4,714	$20.8 萬	<0.1%	歷史
UCBUnited Community Banks Inc	COM	5,764	$20.7 萬	<0.1%	歷史
CZRCaesars Entertainment, Inc.	COM	2,198	$20.6 萬	<0.1%	歷史
RNPCohen & Steers REIT & Preferred & Income Fund Inc	COM	7,143	$20.4 萬	<0.1%	歷史
DBX ETF Tr233051853	XTRACK MSCI EURP	5,601	$20.4 萬	<0.1%	–
Invesco Exchange Traded FD T46137V746	LARG CAP GRO ETF	2,501	$20.2 萬	<0.1%	–
TRUTransUnion	COM	1,702	$20.2 萬	<0.1%	歷史
Invesco Exchange Traded FD T46137V530	NASDAQ INTERNT	931	$20.1 萬	<0.1%	–
SNXTD Synnex Corp	COM	1,754	$20.1 萬	<0.1%	歷史
DDD3D Systems Corp	COM NEW	9,330	$20.1 萬	<0.1%	歷史
CSPRCasper Sleep Inc.	COM	30,050	$20.1 萬	<0.1%	歷史
APLEApple Hospitality REIT, Inc.	REIT	11,451	$18.5 萬	<0.1%	歷史
HIMXHimax Technologies, Inc.	SPONSORED ADR	11,078	$17.7 萬	<0.1%	歷史
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.	COM	19,850	$16.6 萬	<0.1%	歷史
MHIPioneer Municipal High Income Fund, Inc.	COM SHS	13,360	$16.3 萬	<0.1%	歷史