Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/3 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 2,216
- 較 2022 年第 2 季 +24
- 總值
- $578.0 億
- 較 2022 年第 2 季 −$28.8 億 (−4.7%)
| 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 | 18,682,614 | $67.0 億 | 11.6% | −420,177−2.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 106,985,553 | $38.9 億 | 6.7% | +2,680,490+2.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 37,267,052 | $26.6 億 | 4.6% | +2,833,467+8.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 56,746,568 | $24.4 億 | 4.2% | +2,375,001+4.4% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,260,677 | $20.1 億 | 3.5% | +960,709+8.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 48,394,287 | $18.7 億 | 3.2% | +2,485,734+5.4% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 23,635,505 | $17.9 億 | 3.1% | −198,156−0.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,402,112 | $16.9 億 | 2.9% | −455,272−4.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,987,142 | $16.8 億 | 2.9% | +197,709+1.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,223,071 | $15.5 億 | 2.7% | +67,899+0.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,609,644 | $12.9 億 | 2.2% | −274,425−7.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49,410,891 | $12.7 億 | 2.2% | +4,090,398+9.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,363,125 | $11.6 億 | 2.0% | −370,436−4.2% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,511,622 | $11.1 億 | 1.9% | −78,999−0.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 25,658,125 | $10.8 億 | 1.9% | −1,733,894−6.3% | 減碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 26,884,747 | $10.7 億 | 1.9% | +1,616,488+6.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,163,370 | $10.4 億 | 1.8% | +425,491+4.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 24,482,331 | $10.4 億 | 1.8% | +9,451,255+62.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 18,501,319 | $8.91 億 | 1.5% | +977,570+5.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 21,582,322 | $7.88 億 | 1.4% | +1,189,176+5.8% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 14,951,226 | $7.22 億 | 1.2% | +2,343,791+18.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,666,410 | $7.12 億 | 1.2% | −20,189−0.8% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 22,264,858 | $6.91 億 | 1.2% | +1,182,082+5.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,176,759 | $6.16 億 | 1.1% | +973,833+10.6% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 32,092,669 | $6.00 億 | 1.0% | +1,851,064+6.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 20,347,467 | $5.72 億 | 1.0% | +1,615,081+8.6% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 24,743,974 | $5.54 億 | 1.0% | +1,633,357+7.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,882,770 | $4.38 億 | 0.8% | −113,261−5.7% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,403,764 | $4.18 億 | 0.7% | −102,332−2.3% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 8,435,487 | $3.92 億 | 0.7% | +811,702+10.6% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 9,395,396 | $3.66 億 | 0.6% | +1,044,594+12.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,896,570 | $3.24 億 | 0.6% | −122,034−6.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,210,216 | $3.04 億 | 0.5% | +652,755+14.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,526,052 | $2.85 億 | 0.5% | +142,731+6.0% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,465,854 | $2.82 億 | 0.5% | −89,650−3.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 813,463 | $2.67 億 | 0.5% | −79,728−8.9% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,175,536 | $2.53 億 | 0.4% | +229,880+7.8% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,007,056 | $2.44 億 | 0.4% | +100,686+2.1% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,584,885 | $2.38 億 | 0.4% | −11,245−0.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 778,821 | $2.07 億 | 0.4% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 922,771 | $2.02 億 | 0.4% | −25,219−2.7% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,079,012 | $1.86 億 | 0.3% | −118,405−2.3% | 減碼 | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 3,667,677 | $1.67 億 | 0.3% | +219,582+6.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 411,339 | $1.65 億 | 0.3% | −38,857−8.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 605,665 | $1.62 億 | 0.3% | +93,259+18.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,213,844 | $1.53 億 | 0.3% | +59,791+5.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 895,361 | $1.46 億 | 0.3% | −18,799−2.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,773,454 | $1.46 億 | 0.3% | −457,306−14.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 710,958 | $1.40 億 | 0.2% | −16,335−2.2% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 2,092,923 | $1.38 億 | 0.2% | +265,351+14.5% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,325,834 | $1.30 億 | 0.2% | −403,359−14.8% | 減碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 3,131,729 | $1.24 億 | 0.2% | −49,209−1.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,398,917 | $1.22 億 | 0.2% | −77,092−5.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,267,751 | $1.22 億 | 0.2% | −70,729−5.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,246,664 | $1.19 億 | 0.2% | −21,496−1.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 3,259,072 | $1.11 億 | 0.2% | +152,717+4.9% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 2,899,204 | $1.08 億 | 0.2% | +259,412+9.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 772,446 | $1.04 億 | 0.2% | −41,968−5.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 371,745 | $1.03 億 | 0.2% | +1,592+0.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 618,697 | $1.02 億 | 0.2% | −129,168−17.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,085,553 | $9,465 萬 | 0.2% | −50,693−4.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 680,792 | $9,237 萬 | 0.2% | −134,974−16.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 875,479 | $9,149 萬 | 0.2% | −76,633−8.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 2,871,502 | $8,391 萬 | 0.1% | +2,768,728+2,694.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 389,942 | $8,204 萬 | 0.1% | −6,899−1.7% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 1,703,564 | $8,092 萬 | 0.1% | +349,950+25.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 1,442,627 | $8,082 萬 | 0.1% | +132,553+10.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,436,358 | $7,937 萬 | 0.1% | +100,568+7.5% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 611,820 | $7,777 萬 | 0.1% | −67,673−10.0% | 減碼 | – |
| VVisa Inc. | Stock | 430,244 | $7,643 萬 | 0.1% | −50,466−10.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 464,836 | $7,589 萬 | 0.1% | −8,357−1.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 328,725 | $7,585 萬 | 0.1% | +3,934+1.2% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,122,655 | $7,458 萬 | 0.1% | +144,515+14.8% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 2,503,294 | $7,412 萬 | 0.1% | −15,523−0.6% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 539,494 | $7,337 萬 | 0.1% | −51,147−8.7% | 減碼 | – |
| CVXChevron Corp | Stock | 491,651 | $7,064 萬 | 0.1% | −21,053−4.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 139,037 | $7,022 萬 | 0.1% | +483+0.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 760,914 | $6,970 萬 | 0.1% | +36,076+5.0% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 3,050,894 | $6,938 萬 | 0.1% | +1,598,712+110.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 2,131,686 | $6,934 萬 | 0.1% | +121,519+6.0% | 加碼 | – |
| BACBank of America Corp | Stock | 2,162,815 | $6,532 萬 | 0.1% | −101,402−4.5% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,721,099 | $6,506 萬 | 0.1% | +180,564+11.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 136,289 | $6,437 萬 | 0.1% | −3,829−2.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 521,184 | $6,327 萬 | 0.1% | −6,794−1.3% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 988,749 | $6,220 萬 | 0.1% | −123,129−11.1% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,596,972 | $6,199 萬 | 0.1% | +1480.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 458,705 | $6,156 萬 | 0.1% | +2,433+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 483,001 | $5,964 萬 | 0.1% | −3,612−0.7% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 678,234 | $5,841 萬 | 0.1% | −13,632−2.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,539,869 | $5,801 萬 | 0.1% | +94,709+6.6% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 594,646 | $5,754 萬 | 0.1% | −4,053−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 438,603 | $5,689 萬 | 0.1% | −13,488−3.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,255,945 | $5,496 萬 | 0.1% | −15,377−1.2% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 801,124 | $5,379 萬 | 0.1% | −24,400−3.0% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 480,149 | $5,354 萬 | 0.1% | +10,499+2.2% | 加碼 | – |
| NEENextera Energy Inc | Stock | 680,869 | $5,339 萬 | 0.1% | −36,844−5.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 190,560 | $4,903 萬 | 0.1% | +10,245+5.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 147,733 | $4,777 萬 | 0.1% | −1,155−0.8% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,073,510 | $4,762 萬 | 0.1% | +20,739+2.0% | 加碼 | – |
| MAMastercard Inc | Stock | 167,253 | $4,756 萬 | 0.1% | −9,999−5.6% | 減碼 | 歷史 |
選擇權（81 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $778.4 萬 | $9.50 萬 |
| AAPLApple Inc. | Stock | $276.4 萬 | $6,000 |
| NVDANVIDIA Corp | Stock | $126.4 萬 | $5,000 |
| METAMeta Platforms, Inc. | Stock | $115.7 萬 | $2.00 萬 |
| SPYSPDR S&P 500 ETF Trust | ETF | $97.6 萬 | $1.00 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | $85.5 萬 | $7,000 |
| iShares Russell 2000 ETF464287655 | ETF | $69.4 萬 | $2,000 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | $63.8 萬 | – |
| AMZNAmazon Com Inc | Stock | $44.1 萬 | $1.80 萬 |
| MSFTMicrosoft Corp | Stock | $16.3 萬 | $23.9 萬 |
| GOOGLAlphabet Inc. | Stock | $32.6 萬 | $4.40 萬 |
| ABNBAirbnb, Inc. | Stock | $29.8 萬 | – |
| SNOWSnowflake Inc. | Stock | – | $18.7 萬 |
| BACBank of America Corp | Stock | $12.8 萬 | $2,000 |
| BRK.BBerkshire Hathaway Inc | Stock | $12.3 萬 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | $11.3 萬 | – |
| FDXFedEx Corp | Stock | $10.4 萬 | – |
| MAMastercard Inc | Stock | $10.2 萬 | – |
| GTMZoomInfo Technologies Inc. | Stock | – | $10.0 萬 |
| AMDAdvanced Micro Devices Inc | Stock | $9.30 萬 | $1,000 |
| CINFCincinnati Financial Corp | COM | $7.40 萬 | – |
| GOOGAlphabet Inc. | Stock | $7.20 萬 | $0 |
| DOCUDocuSign, Inc. | Stock | $1.90 萬 | $3.10 萬 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $4.90 萬 | – |
| MRNAModerna, Inc. | Stock | $2.60 萬 | $1.30 萬 |
| QCOMQualcomm Inc | Stock | $3.90 萬 | – |
| FXEInvesco CurrencyShares Euro Trust | EURO SHS | – | $3.80 萬 |
| UPSUnited Parcel Service Inc | Stock | $3.50 萬 | – |
| INTCIntel Corp | Stock | – | $3.20 萬 |
| UNHUnitedHealth Group Inc | Stock | $3.00 萬 | – |
| NEMNEWMONT Corp | Stock | – | $2.70 萬 |
| VVisa Inc. | Stock | $2.20 萬 | $5,000 |
| WFCWells Fargo & Company | Stock | $2.40 萬 | – |
| MCDMcDonalds Corp | Stock | $2.30 萬 | – |
| KLACKLA Corp | COM NEW | $1.80 萬 | – |
| SBUXStarbucks Corp | Stock | – | $1.70 萬 |
| SCHWSchwab Charles Corp | Stock | $1.60 萬 | – |
| AXPAmerican Express Co | Stock | $1.30 萬 | – |
| UGIUgi Corp | Stock | – | $1.20 萬 |
| CRMSalesforce, Inc. | Stock | – | $1.00 萬 |
| CRWDCrowdStrike Holdings, Inc. | Stock | – | $8,000 |
| ZMZoom Communications, Inc. | Stock | – | $8,000 |
| BXBlackstone Inc. | COM | – | $7,000 |
| CHPTChargePoint Holdings, Inc. | COM CL A | – | $7,000 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | – | $6,000 |
| GLDSPDR Gold Trust | ETF | $3,000 | $2,000 |
| CTVACorteva, Inc. | Stock | – | $3,000 |
| ABBVAbbVie Inc. | Stock | $3,000 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | $3,000 | – |
| EXPEExpedia Group, Inc. | Stock | – | $3,000 |
| U.S. Global Jets ETF26922A842 | ETF | – | $3,000 |
| LENLennar Corp | CL A | – | $3,000 |
| TWLOTwilio Inc | CL A | – | $3,000 |
| MGPIMGP Ingredients Inc | COM | $3,000 | – |
| NEWRNew Relic, Inc. | COM | $3,000 | – |
| Golden Ocean Group LtdG39637205 | SHS NEW | – | $3,000 |
| MCKMcKesson Corp | Stock | $2,000 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $2,000 |
| JPMJPMorgan Chase & Co | Stock | – | $2,000 |
| ABTAbbott Laboratories | Stock | – | $2,000 |
| SHOPShopify Inc. | Stock | – | $2,000 |
| iShares Inc46434G822 | MSCI JAPAN ETF | $2,000 | – |
| JDJD.com, Inc. | SPON ADS CL A | – | $2,000 |
| iShares Inc464286509 | MSCI CDA ETF | $2,000 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | – | $1,000 |
| EPDEnterprise Products Partners L.P. | Stock | $1,000 | – |
| SLViShares Silver Trust | ETF | $1,000 | $0 |
| FFord Motor Co | Stock | – | $1,000 |
| ADBEAdobe Inc. | Stock | $1,000 | – |
| GNRCGenerac Holdings Inc. | Stock | – | $1,000 |
| CVSCVS Health Corp | Stock | – | $1,000 |
| NIONIO Inc. | ADR | – | $1,000 |
| AALAmerican Airlines Group Inc. | Stock | – | $1,000 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | – | $1,000 |
| CVXChevron Corp | Stock | – | $1,000 |
| WMTWalmart Inc. | Stock | $1,000 | – |
| AMGNAmgen Inc | Stock | $1,000 | – |
| Vanguard Total World Stock ETF922042742 | ETF | – | $1,000 |
| QSQuantumScape Corp | COM CL A | – | $1,000 |
| RIOTRiot Platforms, Inc. | COM | – | $1,000 |
| USOUnited States Oil Fund, LP | UNITS | $1,000 | – |
2022 年第 2 季之後清倉（166 檔）
2022 年第 2 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 166 檔。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BNY Mellon ETF Trust09661T305 | US SMLCP CORE | 216,650 | $1,631 萬 | <0.1% | – |
| BNY Mellon ETF Trust09661T206 | US MDCP CORE EQT | 158,850 | $1,195 萬 | <0.1% | – |
| GSKGSK plc | SPONSORED ADR | 191,358 | $832.9 萬 | <0.1% | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 63,891 | $504.2 萬 | <0.1% | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 30,514 | $267.2 萬 | <0.1% | 歷史 |
| POSHPoshmark, Inc. | COM CL A | 259,100 | $262.0 萬 | <0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 59,316 | $245.3 萬 | <0.1% | 歷史 |
| IOTSamsara Inc. | Stock | 117,374 | $131.1 萬 | <0.1% | 歷史 |
| ANFAbercrombie & Fitch Co | CL A | 74,076 | $125.3 萬 | <0.1% | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 28,480 | $86.5 萬 | <0.1% | – |
| DLXDeluxe Corp | COM | 38,735 | $83.9 萬 | <0.1% | 歷史 |
| BTUPeabody Energy Corp | COM | 39,242 | $83.7 萬 | <0.1% | 歷史 |
| CDKCDK Global, Inc. | COM | 14,714 | $80.6 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 38,019 | $79.3 萬 | <0.1% | – |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 26,155 | $53.3 萬 | <0.1% | 歷史 |
| SCHLScholastic Corp | COM | 13,604 | $48.9 萬 | <0.1% | 歷史 |
| PRKPark National Corp | COM | 3,971 | $48.1 萬 | <0.1% | 歷史 |
| WWayfair Inc. | CL A | 10,911 | $47.5 萬 | <0.1% | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 39,481 | $47.0 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 14,123 | $41.6 萬 | <0.1% | – |
| iShares Tr46435U382 | MSCI JP EQUL | 12,992 | $39.0 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,545 | $36.4 萬 | <0.1% | – |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,745 | $36.0 萬 | <0.1% | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 10,767 | $35.3 萬 | <0.1% | – |
| LZLegalzoom.com, Inc. | COM | 31,137 | $34.2 萬 | <0.1% | 歷史 |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 12,067 | $33.7 萬 | <0.1% | – |
| TMDXTransMedics Group, Inc. | COM | 10,590 | $33.3 萬 | <0.1% | 歷史 |
| ProShares Tr74347G291 | SHORT BITCOIN | 7,503 | $32.9 萬 | <0.1% | – |
| Capital Product Partners L PY11082206 | PARTNERSHP UNITS | 21,420 | $32.5 萬 | <0.1% | – |
| NARIInari Medical, Inc. | Stock | 4,434 | $30.1 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 9,448 | $30.0 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 9,011 | $29.9 萬 | <0.1% | – |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 14,618 | $29.6 萬 | <0.1% | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 1,216 | $28.3 萬 | <0.1% | – |
| COURCoursera, Inc. | COM | 19,921 | $28.2 萬 | <0.1% | 歷史 |
| NBTBNBT Bancorp Inc | COM | 7,428 | $27.9 萬 | <0.1% | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 7,077 | $27.7 萬 | <0.1% | – |
| ISEEIVERIC bio, Inc. | COM | 28,790 | $27.7 萬 | <0.1% | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 4,456 | $27.3 萬 | <0.1% | – |
| NWGNatWest Group plc | SPONS ADR 2 ORD | 50,166 | $27.3 萬 | <0.1% | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 5,484 | $27.0 萬 | <0.1% | – |
| GDVGabelli Dividend & Income Trust | COM | 13,040 | $26.7 萬 | <0.1% | 歷史 |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 5,519 | $26.1 萬 | <0.1% | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 4,414 | $26.0 萬 | <0.1% | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 7,116 | $25.9 萬 | <0.1% | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 3,894 | $25.5 萬 | <0.1% | – |
| APPNAppian Corp | CL A | 5,329 | $25.2 萬 | <0.1% | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,118 | $24.9 萬 | <0.1% | – |
| RNGRingCentral, Inc. | CL A | 4,705 | $24.6 萬 | <0.1% | 歷史 |
| ZENZendesk, Inc. | COM | 3,305 | $24.5 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 10,418 | $24.4 萬 | <0.1% | – |
| BYDBoyd Gaming Corp | COM | 4,912 | $24.4 萬 | <0.1% | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 31,702 | $24.4 萬 | <0.1% | 歷史 |
| DJTTrump Media & Technology Group Corp. | Stock | 10,028 | $24.2 萬 | <0.1% | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 26,853 | $24.1 萬 | <0.1% | 歷史 |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 10,172 | $23.5 萬 | <0.1% | – |
| iShares Tr464288125 | 3YRTB ETF | 3,355 | $23.4 萬 | <0.1% | – |
| PLNTPlanet Fitness, Inc. | CL A | 3,367 | $22.9 萬 | <0.1% | 歷史 |
| PPCPilgrims Pride Corp | Stock | 7,293 | $22.8 萬 | <0.1% | 歷史 |
| WRKWestRock Co | COM | 5,687 | $22.7 萬 | <0.1% | 歷史 |
| GHGuardant Health, Inc. | COM | 5,609 | $22.6 萬 | <0.1% | 歷史 |
| NWFLNorwood Financial Corp | COM | 9,174 | $22.3 萬 | <0.1% | 歷史 |
| VanEck Vectors ETF Tr92189F379 | CHINAAMC CHINA B | 9,485 | $22.2 萬 | <0.1% | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,682 | $22.0 萬 | <0.1% | – |
| DBOInvesco DB Oil Fund | OIL FD | 11,982 | $21.9 萬 | <0.1% | 歷史 |
| ARWArrow Electronics, Inc. | COM | 1,943 | $21.8 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 5,225 | $21.6 萬 | <0.1% | – |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 5,784 | $21.5 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,224 | $21.4 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 6,214 | $21.3 萬 | <0.1% | – |
| PUKPrudential PLC | ADR | 8,424 | $21.2 萬 | <0.1% | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 4,126 | $21.0 萬 | <0.1% | – |
| ALVAutoliv Inc | COM | 2,929 | $21.0 萬 | <0.1% | 歷史 |
| KFYKorn Ferry | COM NEW | 3,601 | $20.9 萬 | <0.1% | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 6,304 | $20.8 萬 | <0.1% | 歷史 |
| iShares Inc464286871 | MSCI HONG KG ETF | 9,357 | $20.8 萬 | <0.1% | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 3,140 | $20.8 萬 | <0.1% | – |
| FOCSFocus Financial Partners Inc. | COM CL A | 6,098 | $20.8 萬 | <0.1% | 歷史 |
| DOXAmdocs Ltd | SHS | 2,489 | $20.7 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 3,531 | $20.7 萬 | <0.1% | – |
| ANAutonation, Inc. | COM | 1,843 | $20.6 萬 | <0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F209 | ELC VEH MTLS CDT | 9,014 | $20.5 萬 | <0.1% | – |
| MHKMohawk Industries Inc | COM | 1,634 | $20.3 萬 | <0.1% | 歷史 |
| UVVUniversal Corp | COM | 3,348 | $20.3 萬 | <0.1% | 歷史 |
| PAASPan American Silver Corp | Stock | 10,143 | $20.0 萬 | <0.1% | 歷史 |
| IQIInvesco Quality Municipal Income Trust | COM | 19,016 | $19.4 萬 | <0.1% | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 10,816 | $19.0 萬 | <0.1% | 歷史 |
| AZEKAZEK Co Inc. | CL A | 10,309 | $17.3 萬 | <0.1% | 歷史 |
| ENDPEndo International plc | SHS | 349,871 | $16.3 萬 | <0.1% | 歷史 |
| Prudential Bancorp, Inc.74431A101 | COM | 10,000 | $15.1 萬 | <0.1% | – |
| MUABlackRock Muniassets Fund, Inc. | COM | 11,284 | $13.7 萬 | <0.1% | 歷史 |
| EVEREverQuote, Inc. | COM CL A | 14,983 | $13.2 萬 | <0.1% | 歷史 |
| HLTHCue Health Inc. | COM | 40,142 | $12.8 萬 | <0.1% | 歷史 |
| AGFirst Majestic Silver Corp | COM | 17,341 | $12.5 萬 | <0.1% | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 17,019 | $12.4 萬 | <0.1% | – |
| RMTRoyce Micro-Cap Trust, Inc. | COM | 14,410 | $12.0 萬 | <0.1% | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 19,679 | $10.2 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 783 | $8.50 萬 | <0.1% | – |
| Crescent PT Energy Corp22576C101 | COM | 11,380 | $8.10 萬 | <0.1% | – |
| Silvercrest Metals Inc828363101 | COM | 12,614 | $7.70 萬 | <0.1% | – |