Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 2,380
- 較 2022 年第 3 季 +164
- 總值
- $664.7 億
- 較 2022 年第 3 季 +$86.7 億 (+15.0%)
| 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 | 18,839,632 | $72.4 億 | 10.9% | +157,018+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 114,292,793 | $48.0 億 | 7.2% | +7,307,240+6.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 40,290,437 | $28.9 億 | 4.4% | +3,023,385+8.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 60,351,520 | $28.2 億 | 4.2% | +3,604,952+6.4% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,665,119 | $22.1 億 | 3.3% | +404,442+3.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 51,729,166 | $22.0 億 | 3.3% | +3,334,879+6.9% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 24,365,799 | $18.9 億 | 2.8% | +730,294+3.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,094,342 | $17.4 億 | 2.6% | −307,770−3.3% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,831,070 | $17.2 億 | 2.6% | −156,072−0.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,166,058 | $16.6 億 | 2.5% | −57,013−0.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 53,015,511 | $15.7 億 | 2.4% | +3,604,620+7.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 30,641,503 | $13.8 億 | 2.1% | +6,159,172+25.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,603,415 | $13.8 億 | 2.1% | −6,229−0.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 28,253,997 | $12.4 億 | 1.9% | +1,369,250+5.1% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 20,940,430 | $11.7 億 | 1.8% | +5,989,204+40.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,764,297 | $11.4 億 | 1.7% | +401,172+4.8% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,489,596 | $11.1 億 | 1.7% | −22,026−0.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 23,974,396 | $10.8 億 | 1.6% | −1,683,729−6.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,987,753 | $10.5 億 | 1.6% | −175,617−1.7% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,531,726 | $9.67 億 | 1.5% | +1,030,407+5.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,426,180 | $8.74 億 | 1.3% | +843,858+3.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,662,421 | $8.22 億 | 1.2% | −3,989−0.1% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 23,173,138 | $7.64 億 | 1.1% | +908,280+4.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,763,789 | $7.06 億 | 1.1% | +587,030+5.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 20,241,647 | $6.52 億 | 1.0% | −105,820−0.5% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 32,690,969 | $6.31 億 | 0.9% | +598,300+1.9% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 26,530,641 | $6.28 億 | 0.9% | +1,786,667+7.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 13,148,841 | $5.78 億 | 0.9% | +3,753,445+39.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,022,225 | $4.85 億 | 0.7% | +139,455+7.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,393,526 | $4.75 億 | 0.7% | −10,238−0.2% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,253,214 | $4.73 億 | 0.7% | +817,727+9.7% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,761,734 | $3.55 億 | 0.5% | +2,668,811+127.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,904,568 | $3.50 億 | 0.5% | +7,998+0.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,675,318 | $3.32 億 | 0.5% | +465,102+8.9% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,354,800 | $3.02 億 | 0.5% | +347,744+6.9% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 4,140,930 | $2.82 億 | 0.4% | +4,140,930 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 774,062 | $2.72 億 | 0.4% | −39,401−4.8% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 9,050,546 | $2.66 億 | 0.4% | +6,179,044+215.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,105,900 | $2.63 億 | 0.4% | −69,636−2.2% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,285,697 | $2.63 億 | 0.4% | −180,157−7.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 4,643,178 | $2.57 億 | 0.4% | +2,939,614+172.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 969,577 | $2.35 億 | 0.4% | +46,806+5.1% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,253,785 | $2.31 億 | 0.3% | −331,100−4.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,630,308 | $2.21 億 | 0.3% | +104,256+4.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 5,900,502 | $1.98 億 | 0.3% | +3,397,208+135.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 437,150 | $1.94 億 | 0.3% | +25,811+6.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 3,918,314 | $1.92 億 | 0.3% | +250,637+6.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,256,336 | $1.90 億 | 0.3% | +42,492+3.5% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,749,231 | $1.81 億 | 0.3% | −329,781−6.5% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 3,583,397 | $1.81 億 | 0.3% | +3,583,397 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 1,573,012 | $1.74 億 | 0.3% | +174,095+12.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,741,077 | $1.65 億 | 0.2% | +655,524+60.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,664,473 | $1.64 億 | 0.2% | −108,981−3.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 911,532 | $1.61 億 | 0.2% | +16,171+1.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 574,541 | $1.53 億 | 0.2% | −31,124−5.1% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 2,837,807 | $1.51 億 | 0.2% | +2,837,807 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,268,879 | $1.49 億 | 0.2% | −56,955−2.4% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 706,812 | $1.49 億 | 0.2% | −4,146−0.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 436,228 | $1.38 億 | 0.2% | +64,483+17.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 2,991,114 | $1.32 億 | 0.2% | +91,910+3.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 977,225 | $1.31 億 | 0.2% | +101,746+11.6% | 加碼 | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 3,094,187 | $1.28 億 | 0.2% | −37,542−1.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 3,317,955 | $1.23 億 | 0.2% | +58,883+1.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,380,437 | $1.22 億 | 0.2% | +112,686+8.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,342,472 | $1.18 億 | 0.2% | +95,808+7.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 743,073 | $1.13 億 | 0.2% | −29,373−3.8% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,058,893 | $1.10 億 | 0.2% | +604,540+133.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,456,732 | $1.10 億 | 0.2% | +334,077+29.8% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2,865,275 | $1.06 億 | 0.2% | +2,845,145+14,133.9% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 3,467,712 | $1.05 億 | 0.2% | +2,245,710+183.8% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 584,238 | $1.02 億 | 0.2% | −34,459−5.6% | 減碼 | – |
| VVisa Inc. | Stock | 475,180 | $9,872 萬 | 0.1% | +44,936+10.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 592,826 | $9,581 萬 | 0.1% | +134,121+29.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 773,666 | $9,530 萬 | 0.1% | −5,155−0.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 513,195 | $9,211 萬 | 0.1% | +21,544+4.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 1,432,582 | $9,113 萬 | 0.1% | −10,045−0.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,441,447 | $8,930 萬 | 0.1% | +5,089+0.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 489,187 | $8,838 萬 | 0.1% | +24,351+5.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 405,102 | $8,679 萬 | 0.1% | +15,160+3.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 327,859 | $8,640 萬 | 0.1% | −866−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 158,012 | $8,377 萬 | 0.1% | +18,975+13.6% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 538,258 | $8,163 萬 | 0.1% | −1,236−0.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 554,176 | $8,099 萬 | 0.1% | +32,992+6.3% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 3,638,996 | $7,988 萬 | 0.1% | +3,638,996 | 新進 | – |
| BACBank of America Corp | Stock | 2,360,719 | $7,819 萬 | 0.1% | +197,904+9.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 168,666 | $7,700 萬 | 0.1% | +32,377+23.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 2,150,554 | $7,665 萬 | 0.1% | +18,868+0.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 673,288 | $7,470 萬 | 0.1% | −4,946−0.7% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,796,706 | $7,278 萬 | 0.1% | +75,607+4.4% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,099,270 | $7,240 萬 | 0.1% | +110,521+11.2% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,731,996 | $7,207 萬 | 0.1% | +135,024+8.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 596,012 | $7,172 萬 | 0.1% | −84,780−12.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 651,910 | $7,157 萬 | 0.1% | +57,264+9.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 507,436 | $7,123 萬 | 0.1% | +24,435+5.1% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 751,410 | $6,873 萬 | 0.1% | −9,504−1.2% | 減碼 | – |
| PFEPfizer Inc | Stock | 1,338,346 | $6,858 萬 | 0.1% | +82,401+6.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 482,906 | $6,847 萬 | 0.1% | +44,303+10.1% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 3,037,987 | $6,790 萬 | 0.1% | −12,907−0.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,621,342 | $6,670 萬 | 0.1% | +81,473+5.3% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 500,020 | $6,643 萬 | 0.1% | −111,800−18.3% | 減碼 | – |
選擇權（93 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 | $1,914 萬 | $1.36 萬 |
| AAPLApple Inc. | Stock | $349.0 萬 | $2.54 萬 |
| AMZNAmazon Com Inc | Stock | $97.9 萬 | $4,301 |
| CRMSalesforce, Inc. | Stock | – | $93.6 萬 |
| GOOGLAlphabet Inc. | Stock | $24.4 萬 | $68.8 萬 |
| NVDANVIDIA Corp | Stock | $51.7 萬 | $2,646 |
| ABNBAirbnb, Inc. | Stock | $46.5 萬 | – |
| MSFTMicrosoft Corp | Stock | $5.12 萬 | $25.3 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | $3.81 萬 | $14.2 萬 |
| SNOWSnowflake Inc. | Stock | $2.78 萬 | $10.4 萬 |
| CINFCincinnati Financial Corp | COM | $8.35 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $3.35 萬 | $4.10 萬 |
| NEMNEWMONT Corp | Stock | – | $4.86 萬 |
| DOCUDocuSign, Inc. | Stock | $1.46 萬 | $2.99 萬 |
| GTMZoomInfo Technologies Inc. | Stock | – | $3.99 萬 |
| GOOGAlphabet Inc. | Stock | $3.90 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $2,363 | $3.50 萬 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | – | $3.55 萬 |
| iShares Russell 2000 ETF464287655 | ETF | – | $3.19 萬 |
| INTCIntel Corp | Stock | – | $2.98 萬 |
| NUNu Holdings Ltd. | ORD SHS CL A | $2.46 萬 | – |
| CSCOCisco Systems, Inc. | Stock | – | $2.30 萬 |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $2.18 萬 |
| UNHUnitedHealth Group Inc | Stock | $2.10 萬 | – |
| UCOProShares Trust II | ULTA BLMBG 2017 | – | $1.80 萬 |
| BACBank of America Corp | Stock | $1.38 萬 | $2,275 |
| VVisa Inc. | Stock | $705 | $1.26 萬 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | – | $1.33 萬 |
| VKTXViking Therapeutics, Inc. | COM | – | $1.24 萬 |
| UPSUnited Parcel Service Inc | Stock | $1.17 萬 | – |
| METAMeta Platforms, Inc. | Stock | $1.06 萬 | $57 |
| VRSNVerisign Inc | COM | $1.04 萬 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | – | $8,496 |
| WFCWells Fargo & Company | Stock | $6,600 | – |
| COINCoinbase Global, Inc. | COM CL A | $6,475 | – |
| MAMastercard Inc | Stock | $5,535 | – |
| AMDAdvanced Micro Devices Inc | Stock | – | $4,930 |
| AXPAmerican Express Co | Stock | $4,660 | – |
| QCOMQualcomm Inc | Stock | $4,576 | – |
| FDXFedEx Corp | Stock | $4,455 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | – | $3,884 |
| TROWPrice T Rowe Group Inc | Stock | $3,597 | – |
| NFLXNetflix Inc | Stock | $3,063 | – |
| CTVACorteva, Inc. | Stock | – | $3,011 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | – | $2,918 |
| ABTAbbott Laboratories | Stock | – | $2,817 |
| ADBEAdobe Inc. | Stock | $2,715 | – |
| NEWRNew Relic, Inc. | COM | $2,640 | – |
| BXBlackstone Inc. | COM | – | $2,487 |
| RTXRTX Corp | Stock | – | $2,305 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | – | $2,070 |
| CHPTChargePoint Holdings, Inc. | COM CL A | – | $1,706 |
| SLBSLB Limited | Stock | – | $1,587 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $1,504 | – |
| AMGNAmgen Inc | Stock | $1,169 | – |
| iShares Core S&P 500 ETF464287200 | ETF | $1,155 | – |
| SLViShares Silver Trust | ETF | – | $1,136 |
| UBERUber Technologies, Inc | Stock | – | $1,120 |
| KLACKLA Corp | COM NEW | $1,000 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | – | $985 |
| TWLOTwilio Inc | CL A | – | $955 |
| SBUXStarbucks Corp | Stock | $720 | – |
| RIORio Tinto PLC | ADR | $600 | – |
| EBAYeBay Inc | COM | – | $513 |
| BABAAlibaba Group Holding Ltd | ADR | – | $497 |
| WMTWalmart Inc. | Stock | $488 | – |
| SAPSAP SE | ADR | – | $480 |
| GLDSPDR Gold Trust | ETF | – | $453 |
| SCCOSouthern Copper Corp | Stock | $375 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $343 |
| SEICSEI Investments Co | COM | $338 | – |
| Vanguard Total World Stock ETF922042742 | ETF | – | $305 |
| PLTRPalantir Technologies Inc. | Stock | – | $245 |
| QSQuantumScape Corp | COM CL A | – | $230 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $228 |
| RIOTRiot Platforms, Inc. | COM | – | $206 |
| FFord Motor Co | Stock | – | $200 |
| BKEBuckle Inc | COM | $180 | – |
| Paramount Global92556H206 | CL B | – | $156 |
| NIONIO Inc. | ADR | – | $155 |
| MCKMcKesson Corp | Stock | $143 | – |
| PSXPhillips 66 | Stock | $95 | – |
| PYPLPayPal Holdings, Inc. | Stock | – | $92 |
| DALDelta Air Lines, Inc. | COM NEW | – | $52 |
| WBDWarner Bros. Discovery, Inc. | Stock | – | $40 |
| ATVIActivision Blizzard, Inc. | COM | – | $27 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | $17 | – |
| SNAPSnap Inc | Stock | – | $11 |
| GNRCGenerac Holdings Inc. | Stock | – | $10 |
| Schwab U.S. REIT ETF808524847 | ETF | $8 | – |
| DISWalt Disney Co | Stock | – | $2 |
| CRWDCrowdStrike Holdings, Inc. | Stock | – | $2 |
| NLYAnnaly Capital Management Inc | REIT | – | $1 |
2022 年第 3 季之後清倉（150 檔）
2022 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 150 檔。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDRXVeradigm Inc. | COM | 1,286,015 | $1,959 萬 | <0.1% | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 305,324 | $1,249 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 128,502 | $563.4 萬 | <0.1% | 歷史 |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 63,911 | $424.5 萬 | <0.1% | – |
| GNLNGreenlane Holdings, Inc. | COM | 2,570,735 | $419.0 萬 | <0.1% | 歷史 |
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 4,015,074 | $401.5 萬 | <0.1% | – |
| MVISMicrovision, Inc. | COM NEW | 748,538 | $270.2 萬 | <0.1% | 歷史 |
| CLRContinental Resources, Inc | COM | 34,004 | $227.2 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 74,044 | $210.9 萬 | <0.1% | – |
| ABMDAbiomed Inc | COM | 8,243 | $202.5 萬 | <0.1% | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 76,757 | $178.2 萬 | <0.1% | 歷史 |
| DREDuke Realty Corp | COM NEW | 34,684 | $167.2 萬 | <0.1% | 歷史 |
| YAlleghany Corp | COM | 1,663 | $139.6 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 63,409 | $134.3 萬 | <0.1% | – |
| CTXSCitrix Systems Inc | COM | 12,525 | $130.1 萬 | <0.1% | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 120,541 | $107.6 萬 | <0.1% | – |
| STELStellar Bancorp, Inc. | COM | 35,212 | $103.0 萬 | <0.1% | 歷史 |
| iShares Tr46436E809 | IBONDS 22 TRM TS | 39,179 | $99.5 萬 | <0.1% | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 35,452 | $86.5 萬 | <0.1% | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 38,704 | $68.4 萬 | <0.1% | 歷史 |
| DDD3D Systems Corp | COM NEW | 84,929 | $67.8 萬 | <0.1% | 歷史 |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 25,866 | $64.7 萬 | <0.1% | – |
| CALYCallaway Golf Co | COM | 33,030 | $63.6 萬 | <0.1% | 歷史 |
| CMPCompass Minerals International Inc | Stock | 16,023 | $61.7 萬 | <0.1% | 歷史 |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 15,754 | $60.8 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 25,000 | $60.4 萬 | <0.1% | – |
| iShares Tr46435G755 | IBONDS DEC2022 | 20,609 | $53.4 萬 | <0.1% | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 12,289 | $52.2 萬 | <0.1% | – |
| MYOVMyovant Sciences Ltd. | COM | 27,245 | $48.9 萬 | <0.1% | 歷史 |
| Granite Real Estate Invt Tr387437114 | UNIT 99/99/9999 | 9,945 | $48.3 萬 | <0.1% | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 9,959 | $47.2 萬 | <0.1% | – |
| LMNDLemonade, Inc. | Stock | 21,924 | $46.4 萬 | <0.1% | 歷史 |
| Turquoise Hill Res Ltd900435207 | COM | 15,463 | $45.7 萬 | <0.1% | – |
| LFGArchaea Energy Inc. | COM CL A | 24,928 | $44.9 萬 | <0.1% | 歷史 |
| FRBKRepublic First Bancorp Inc | COM | 151,188 | $42.8 萬 | <0.1% | 歷史 |
| Chindata Group Hldgs Ltd16955F107 | ADS | 52,400 | $42.3 萬 | <0.1% | – |
| STRMStreamline Health Solutions Inc. | COM | 338,955 | $40.3 萬 | <0.1% | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,410 | $40.2 萬 | <0.1% | 歷史 |
| UHALU-Haul Holding Co | COM | 757 | $38.6 萬 | <0.1% | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 6,492 | $38.5 萬 | <0.1% | – |
| iShares Inc464286251 | JP MRG EM CRP BD | 9,087 | $37.5 萬 | <0.1% | – |
| YORWYork Water Co | COM | 9,208 | $35.4 萬 | <0.1% | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 5,388 | $33.9 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 12,687 | $33.8 萬 | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 9,851 | $33.3 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 10,043 | $32.9 萬 | <0.1% | – |
| ROGRogers Corp | COM | 1,355 | $32.8 萬 | <0.1% | 歷史 |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 16,852 | $32.7 萬 | <0.1% | 歷史 |
| NATINational Instruments Corp | COM | 8,609 | $32.5 萬 | <0.1% | 歷史 |
| RBCAARepublic Bancorp Inc | CL A | 8,400 | $32.2 萬 | <0.1% | 歷史 |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 12,804 | $31.2 萬 | <0.1% | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 11,034 | $30.9 萬 | <0.1% | – |
| iShares Tr464287531 | US DIGI REAL ETF | 4,537 | $29.3 萬 | <0.1% | – |
| OTTROtter Tail Corp | COM | 4,710 | $29.0 萬 | <0.1% | 歷史 |
| AXTIAxt Inc | COM | 43,018 | $28.8 萬 | <0.1% | 歷史 |
| RNDBRandolph Bancorp, Inc. | COM | 10,645 | $28.7 萬 | <0.1% | 歷史 |
| UMPQUmpqua Holdings Corp | COM | 16,469 | $28.1 萬 | <0.1% | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 9,048 | $27.7 萬 | <0.1% | 歷史 |
| FRMEFirst Merchants Corp | COM | 7,093 | $27.4 萬 | <0.1% | 歷史 |
| AZPNAspen Technology, Inc. | COM | 1,152 | $27.4 萬 | <0.1% | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 4,921 | $27.2 萬 | <0.1% | 歷史 |
| FCNFti Consulting, Inc | COM | 1,612 | $26.7 萬 | <0.1% | 歷史 |
| CNMCore & Main, Inc. | CL A | 11,681 | $26.6 萬 | <0.1% | 歷史 |
| SPSCSPS Commerce Inc | COM | 2,131 | $26.5 萬 | <0.1% | 歷史 |
| HAHawaiian Holdings Inc | COM | 19,597 | $25.8 萬 | <0.1% | 歷史 |
| FNGUBank of Montreal | MICROSECTORS IDX | 43,094 | $25.5 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 11,732 | $25.2 萬 | <0.1% | – |
| YELPYelp Inc | CL A | 7,392 | $25.1 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 4,813 | $25.0 萬 | <0.1% | – |
| SWCHSwitch, Inc. | CL A | 7,217 | $24.3 萬 | <0.1% | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 6,509 | $24.1 萬 | <0.1% | 歷史 |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 2,701 | $24.0 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 9,850 | $24.0 萬 | <0.1% | – |
| BANDBandwidth Inc. | COM CL A | 20,071 | $23.9 萬 | <0.1% | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 2,928 | $23.8 萬 | <0.1% | – |
| WTFCWintrust Financial Corp | COM | 2,888 | $23.6 萬 | <0.1% | 歷史 |
| KEXKirby Corp | COM | 3,864 | $23.5 萬 | <0.1% | 歷史 |
| JACKJack in the Box Inc | COM | 3,134 | $23.2 萬 | <0.1% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 3,222 | $23.1 萬 | <0.1% | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 8,321 | $23.1 萬 | <0.1% | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 5,619 | $22.9 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 4,714 | $22.7 萬 | <0.1% | – |
| NWNNorthwest Natural Holding Co | COM | 5,171 | $22.4 萬 | <0.1% | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 3,242 | $22.3 萬 | <0.1% | – |
| DLBDolby Laboratories, Inc. | COM CL A | 3,423 | $22.3 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J775 | BLOO PRI PWR ETF | 3,688 | $22.2 萬 | <0.1% | – |
| Kraneshares Tr500767827 | ELEC VEH FUTUR | 7,265 | $22.2 萬 | <0.1% | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 11,471 | $22.1 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 3,412 | $22.0 萬 | <0.1% | – |
| SNBRQSleep Number Corp | COM | 6,497 | $22.0 萬 | <0.1% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 13,202 | $21.6 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 7,134 | $21.1 萬 | <0.1% | – |
| VanEck Vectors ETF Tr92189F726 | BIOTECH ETF | 1,501 | $21.1 萬 | <0.1% | – |
| IPGPIpg Photonics Corp | COM | 2,488 | $21.0 萬 | <0.1% | 歷史 |
| LITELumentum Holdings Inc. | COM | 3,021 | $20.7 萬 | <0.1% | 歷史 |
| QLYSQualys, Inc. | COM | 1,484 | $20.7 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 1,937 | $20.6 萬 | <0.1% | – |
| PINGPing Identity Holding Corp. | COM | 7,272 | $20.4 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X184 | UTILITIES ALPH | 6,643 | $20.3 萬 | <0.1% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 4,388 | $20.0 萬 | <0.1% | – |