Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 2,542
- 較 2022 年第 4 季 +162
- 總值
- $694.1 億
- 較 2022 年第 4 季 +$29.4 億 (+4.4%)
| 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 | 18,891,661 | $77.7 億 | 11.2% | +52,029+0.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 116,015,393 | $52.4 億 | 7.5% | +1,722,600+1.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 42,949,144 | $31.7 億 | 4.6% | +2,658,707+6.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 61,854,129 | $30.2 億 | 4.3% | +1,502,609+2.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 53,598,042 | $23.6 億 | 3.4% | +1,868,876+3.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,562,025 | $23.5 億 | 3.4% | −103,094−0.8% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 22,793,288 | $18.3 億 | 2.6% | −1,572,511−6.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,817,123 | $18.0 億 | 2.6% | −277,219−3.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,042,442 | $17.0 億 | 2.4% | −123,616−1.5% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,034,462 | $16.6 億 | 2.4% | −796,608−3.8% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 50,759,689 | $16.3 億 | 2.3% | −2,255,822−4.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,815,679 | $14.5 億 | 2.1% | +51,382+0.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,446,924 | $14.2 億 | 2.1% | −1,194,579−3.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,409,677 | $14.0 億 | 2.0% | −193,738−5.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 28,939,465 | $13.3 億 | 1.9% | +685,468+2.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 24,151,021 | $11.6 億 | 1.7% | +176,625+0.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,139,976 | $11.1 億 | 1.6% | −349,620−3.0% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 18,043,828 | $10.9 億 | 1.6% | −2,896,602−13.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,995,441 | $10.8 億 | 1.6% | +7,688+0.1% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,955,063 | $10.1 億 | 1.5% | +423,337+2.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,453,780 | $9.07 億 | 1.3% | +27,600+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,624,714 | $8.10 億 | 1.2% | −37,707−1.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 23,194,462 | $7.92 億 | 1.1% | +21,324+0.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,469,112 | $7.10 億 | 1.0% | −294,677−2.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 19,574,657 | $6.81 億 | 1.0% | −666,990−3.3% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 25,895,218 | $6.35 億 | 0.9% | −635,423−2.4% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 30,806,795 | $6.01 億 | 0.9% | −1,884,174−5.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,030,578 | $5.85 億 | 0.8% | +8,353+0.4% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 12,332,843 | $5.49 億 | 0.8% | −815,998−6.2% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,116,439 | $4.80 億 | 0.7% | −136,775−1.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,156,845 | $4.39 億 | 0.6% | −236,681−5.4% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 12,877,132 | $3.82 億 | 0.5% | +3,826,586+42.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,064,317 | $3.64 億 | 0.5% | +388,999+6.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,853,910 | $3.51 億 | 0.5% | −50,658−2.7% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,186,863 | $3.09 億 | 0.4% | −167,937−3.1% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,030,974 | $2.99 億 | 0.4% | −730,760−15.3% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 785,782 | $2.96 億 | 0.4% | +11,720+1.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,700,216 | $2.79 億 | 0.4% | +69,908+2.7% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,122,708 | $2.50 億 | 0.4% | −162,989−7.1% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,614,981 | $2.47 億 | 0.4% | +3,749,706+130.9% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 3,960,092 | $2.32 億 | 0.3% | −683,086−14.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 923,941 | $2.31 億 | 0.3% | −45,636−4.7% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 6,948,712 | $2.26 億 | 0.3% | −305,073−4.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,450,563 | $2.22 億 | 0.3% | −655,337−21.1% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 423,544 | $1.94 億 | 0.3% | −13,606−3.1% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 3,823,102 | $1.94 億 | 0.3% | −95,212−2.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,246,556 | $1.85 億 | 0.3% | −9,780−0.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 577,215 | $1.85 億 | 0.3% | +2,674+0.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,623,309 | $1.78 億 | 0.3% | +50,297+3.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,536,383 | $1.70 億 | 0.2% | −128,090−4.8% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 2,276,854 | $1.61 億 | 0.2% | −1,864,076−45.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 769,053 | $1.60 億 | 0.2% | −4,613−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 573,436 | $1.59 億 | 0.2% | +19,260+3.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,219,492 | $1.59 億 | 0.2% | −49,387−2.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 690,140 | $1.55 億 | 0.2% | −16,672−2.4% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,016,311 | $1.55 億 | 0.2% | −732,920−15.4% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 4,391,995 | $1.47 億 | 0.2% | −1,508,507−25.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,397,727 | $1.45 億 | 0.2% | +17,290+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,393,236 | $1.45 億 | 0.2% | +50,764+3.8% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,471,383 | $1.42 億 | 0.2% | −269,694−15.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 909,480 | $1.41 億 | 0.2% | −2,052−0.2% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,332,940 | $1.40 億 | 0.2% | +274,047+25.9% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 2,889,644 | $1.35 億 | 0.2% | −101,470−3.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 961,712 | $1.25 億 | 0.2% | −15,513−1.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 3,287,324 | $1.24 億 | 0.2% | −30,631−0.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 418,572 | $1.24 億 | 0.2% | −17,656−4.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 579,302 | $1.23 億 | 0.2% | −16,710−2.8% | 減碼 | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 2,908,667 | $1.21 億 | 0.2% | −185,520−6.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 756,121 | $1.16 億 | 0.2% | +13,048+1.8% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 2,141,071 | $1.13 億 | 0.2% | −1,442,326−40.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,537,379 | $1.12 億 | 0.2% | +80,647+5.5% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 609,251 | $1.11 億 | 0.2% | +120,064+24.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 478,418 | $1.08 億 | 0.2% | +3,238+0.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 412,061 | $1.01 億 | 0.1% | +6,959+1.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 557,007 | $9,937 萬 | 0.1% | −27,231−4.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 609,252 | $9,710 萬 | 0.1% | +16,426+2.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 1,632,479 | $9,310 萬 | 0.1% | −1,205,328−42.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 1,479,740 | $9,179 萬 | 0.1% | +47,158+3.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 320,767 | $8,969 萬 | 0.1% | −7,092−2.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 2,780,677 | $8,962 萬 | 0.1% | −687,035−19.8% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,430,637 | $8,850 萬 | 0.1% | −10,810−0.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 169,737 | $8,434 萬 | 0.1% | +1,071+0.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 514,551 | $8,395 萬 | 0.1% | +1,356+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 2,171,408 | $8,221 萬 | 0.1% | +20,854+1.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 166,799 | $7,883 萬 | 0.1% | +8,787+5.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,755,423 | $7,799 萬 | 0.1% | +23,427+1.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 509,205 | $7,753 萬 | 0.1% | −29,053−5.4% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,060,691 | $7,606 萬 | 0.1% | −38,579−3.5% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,793,052 | $7,518 萬 | 0.1% | −3,654−0.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 681,529 | $7,251 萬 | 0.1% | +8,241+1.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 2,437,668 | $6,972 萬 | 0.1% | +76,949+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 501,633 | $6,928 萬 | 0.1% | −5,803−1.1% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 470,545 | $6,597 萬 | 0.1% | −29,475−5.9% | 減碼 | – |
| MAMastercard Inc | Stock | 181,184 | $6,584 萬 | 0.1% | −3,805−2.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 644,661 | $6,528 萬 | 0.1% | −7,249−1.1% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 706,889 | $6,491 萬 | 0.1% | −44,521−5.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 438,029 | $6,459 萬 | 0.1% | −44,877−9.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,551,334 | $6,357 萬 | 0.1% | −70,008−4.3% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 832,981 | $6,346 萬 | 0.1% | −13,561−1.6% | 減碼 | – |
| ACNAccenture plc | Stock | 204,059 | $5,832 萬 | 0.1% | −315−0.2% | 減碼 | 歷史 |
選擇權（89 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 | $309.9 萬 | $4,023 |
| CRMSalesforce, Inc. | Stock | – | $302.5 萬 |
| MSFTMicrosoft Corp | Stock | $1.33 萬 | $255.9 萬 |
| GOOGAlphabet Inc. | Stock | $4,763 | $134.0 萬 |
| GOOGLAlphabet Inc. | Stock | $7.39 萬 | $98.4 萬 |
| BACBank of America Corp | Stock | $11.5 萬 | $75.3 萬 |
| AAPLApple Inc. | Stock | $31.4 萬 | $45.8 萬 |
| SCHWSchwab Charles Corp | Stock | $20.0 萬 | – |
| CINFCincinnati Financial Corp | COM | $19.6 萬 | – |
| AMZNAmazon Com Inc | Stock | $7.77 萬 | $6.06 萬 |
| VKTXViking Therapeutics, Inc. | COM | – | $13.8 萬 |
| INTCIntel Corp | Stock | – | $13.7 萬 |
| METAMeta Platforms, Inc. | Stock | – | $11.8 萬 |
| SNOWSnowflake Inc. | Stock | $1.63 萬 | $9.95 萬 |
| NUNu Holdings Ltd. | ORD SHS CL A | $10.6 萬 | – |
| HDHome Depot, Inc. | Stock | $8.83 萬 | – |
| UNHUnitedHealth Group Inc | Stock | $6.27 萬 | $1.47 萬 |
| BXBlackstone Inc. | COM | – | $7.68 萬 |
| WMTWalmart Inc. | Stock | – | $7.53 萬 |
| SPYSPDR S&P 500 ETF Trust | ETF | $2.65 萬 | $4.58 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | $4,465 | $5.98 萬 |
| COSTCostco Wholesale Corp | Stock | $1.06 萬 | $2.55 萬 |
| DASHDoorDash, Inc. | Stock | $2.79 萬 | – |
| BRK.BBerkshire Hathaway Inc | Stock | $1.37 萬 | $1.40 萬 |
| DOCUDocuSign, Inc. | Stock | – | $2.38 萬 |
| WFCWells Fargo & Company | Stock | $2.03 萬 | – |
| JPMJPMorgan Chase & Co | Stock | – | $1.84 萬 |
| NVDANVIDIA Corp | Stock | $1.56 萬 | $2,513 |
| TWLOTwilio Inc | CL A | – | $1.80 萬 |
| ATVIActivision Blizzard, Inc. | COM | – | $1.80 萬 |
| iShares Russell 2000 ETF464287655 | ETF | $2,405 | $1.46 萬 |
| PFEPfizer Inc | Stock | – | $1.59 萬 |
| LUVSouthwest Airlines Co | COM | – | $1.51 萬 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $1.46 萬 | – |
| HRBH&R Block Inc | COM | $1.42 萬 | – |
| FSLYFastly, Inc. | CL A | – | $1.42 萬 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | – | $1.42 萬 |
| GTMZoomInfo Technologies Inc. | Stock | – | $1.39 萬 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | – | $1.28 萬 |
| GOEVCanoo Inc. | COM CL A | – | $1.21 萬 |
| ABBVAbbVie Inc. | Stock | – | $1.19 萬 |
| MAMastercard Inc | Stock | $1.11 萬 | – |
| TGTTarget Corp | Stock | $1.08 萬 | – |
| AMDAdvanced Micro Devices Inc | Stock | – | $1.01 萬 |
| VZVerizon Communications Inc | Stock | – | $9,182 |
| iShares Tr464287622 | RUS 1000 ETF | $6,180 | – |
| OKTAOkta, Inc. | CL A | – | $5,813 |
| CHPTChargePoint Holdings, Inc. | COM CL A | – | $5,800 |
| QSQuantumScape Corp | COM CL A | – | $5,498 |
| UPSUnited Parcel Service Inc | Stock | $4,725 | – |
| iShares Russell Midcap ETF464287499 | ETF | $4,370 | – |
| DISWalt Disney Co | Stock | – | $4,338 |
| AMGNAmgen Inc | Stock | $3,959 | – |
| Direxion Shs ETF Tr25460G864 | DAILY RGNAL BULL | – | $3,600 |
| CTVACorteva, Inc. | Stock | – | $3,105 |
| UPSTUpstart Holdings, Inc. | COM | – | $3,075 |
| VRSNVerisign Inc | COM | $3,015 | – |
| Northern Genesis Acquisition Corp.536221104 | NORTHERN GENESIS ACQUISITION CORP. | – | $3,000 |
| VanEck Semiconductor ETF92189F676 | ETF | – | $2,860 |
| AFRMAffirm Holdings, Inc. | COM CL A | – | $2,700 |
| TMUST-Mobile US, Inc. | Stock | $2,436 | – |
| iShares Core S&P 500 ETF464287200 | ETF | $2,130 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | – | $2,125 |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $1,993 |
| GLDSPDR Gold Trust | ETF | – | $1,766 |
| KLACKLA Corp | COM NEW | $1,725 | – |
| CVSCVS Health Corp | Stock | – | $1,437 |
| RIOTRiot Platforms, Inc. | COM | – | $1,430 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | $1,429 | – |
| MRNAModerna, Inc. | Stock | $1,296 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $1,247 | – |
| QCOMQualcomm Inc | Stock | $198 | $968 |
| First Rep BK San Francisco C33616C100 | COM | – | $1,080 |
| ABNBAirbnb, Inc. | Stock | $750 | – |
| JDJD.com, Inc. | SPON ADS CL A | – | $662 |
| EBAYeBay Inc | COM | – | $508 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | $490 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | $406 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | $360 | – |
| PLTRPalantir Technologies Inc. | Stock | – | $210 |
| Vanguard Total World Stock ETF922042742 | ETF | – | $140 |
| WBDWarner Bros. Discovery, Inc. | Stock | – | $130 |
| SLViShares Silver Trust | ETF | – | $108 |
| NIONIO Inc. | ADR | – | $97 |
| FDXFedEx Corp | Stock | $59 | – |
| TLRYTilray Brands, Inc. | COM CL 2 | – | $52 |
| ProShares Bitcoin ETF74347G440 | ETF | – | $47 |
| PYPLPayPal Holdings, Inc. | Stock | – | $32 |
| NLYAnnaly Capital Management Inc | REIT | – | $2 |
2022 年第 4 季之後清倉（150 檔）
2022 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 150 檔。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SGFYSignify Health, Inc. | CL A COM | 65,435 | $187.5 萬 | <0.1% | 歷史 |
| iShares Tr46432FAZ0 | IBONDS MAR23 ETF | 67,136 | $177.9 萬 | <0.1% | – |
| HIXWestern Asset High Income Fund II Inc. | COM | 366,777 | $177.5 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 59,727 | $169.6 萬 | <0.1% | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 45,975 | $164.9 萬 | <0.1% | – |
| OYSTOyster Point Pharma, Inc. | COM | 107,662 | $120.3 萬 | <0.1% | 歷史 |
| SIVBSVB Financial Group | COM | 5,184 | $119.3 萬 | <0.1% | 歷史 |
| ZSQRZ Squared Inc. | COM | 645,103 | $98.8 萬 | <0.1% | 歷史 |
| FXEInvesco CurrencyShares Euro Trust | EURO SHS | 7,944 | $78.5 萬 | <0.1% | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 11,101 | $68.1 萬 | <0.1% | – |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 11,067 | $59.8 萬 | <0.1% | – |
| RILYBRC Group Holdings, Inc. | COM | 14,529 | $49.7 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 14,647 | $46.2 萬 | <0.1% | – |
| STORStore Capital LLC | COM | 14,150 | $45.4 萬 | <0.1% | 歷史 |
| CAJPYCanon Inc | SPONSORED ADR | 16,745 | $36.3 萬 | <0.1% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 15,578 | $35.4 萬 | <0.1% | – |
| Direxion Shares ETF Trust25460G609 | DAI ENE BUL ETF | 5,288 | $35.2 萬 | <0.1% | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 20,446 | $35.0 萬 | <0.1% | – |
| OZKBank OZK | COM | 8,690 | $34.8 萬 | <0.1% | 歷史 |
| SJISouth Jersey Industries Inc | COM | 9,482 | $33.7 萬 | <0.1% | 歷史 |
| RNGRingCentral, Inc. | CL A | 9,364 | $33.1 萬 | <0.1% | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 16,361 | $31.5 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 9,159 | $30.6 萬 | <0.1% | – |
| Cambria ETF Tr132061508 | GLB MOMENT ETF | 9,813 | $27.8 萬 | <0.1% | – |
| Invesco Actively Managed ETF46090C305 | EMGRING MKTS50 | 7,429 | $27.8 萬 | <0.1% | – |
| EQHEquitable Holdings, Inc. | COM | 9,569 | $27.5 萬 | <0.1% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 4,824 | $27.4 萬 | <0.1% | 歷史 |
| QGENQiagen N.V. | SHS NEW | 5,455 | $27.2 萬 | <0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 3,414 | $27.0 萬 | <0.1% | 歷史 |
| MEDMedifast Inc | COM | 2,322 | $26.8 萬 | <0.1% | 歷史 |
| EMCFEmclaire Financial Corp | COM | 8,394 | $26.5 萬 | <0.1% | 歷史 |
| TCBKTrico Bancshares | COM | 5,099 | $26.0 萬 | <0.1% | 歷史 |
| Signature BK New York N Y82669G104 | COM | 2,182 | $25.1 萬 | <0.1% | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 8,737 | $24.8 萬 | <0.1% | – |
| BOXBox Inc | CL A | 7,821 | $24.3 萬 | <0.1% | 歷史 |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 10,514 | $24.3 萬 | <0.1% | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 7,530 | $24.3 萬 | <0.1% | – |
| SRCSpirit Realty Capital, Inc. | COM NEW | 6,049 | $24.2 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 7,850 | $24.1 萬 | <0.1% | – |
| KNBEKnowBe4, Inc. | CL A | 9,637 | $23.9 萬 | <0.1% | 歷史 |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 18,185 | $23.9 萬 | <0.1% | 歷史 |
| LYLTQLoyalty Ventures Inc. | COMMON STOCK | 98,894 | $23.8 萬 | <0.1% | 歷史 |
| SSYSStratasys Ltd. | SHS | 19,966 | $23.7 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 9,592 | $23.2 萬 | <0.1% | – |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 11,183 | $23.2 萬 | <0.1% | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 12,082 | $22.7 萬 | <0.1% | – |
| BCCBoise Cascade Co | COM | 3,215 | $22.1 萬 | <0.1% | 歷史 |
| PACWPacwest Bancorp | COM | 9,612 | $22.1 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 4,607 | $22.0 萬 | <0.1% | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 21,746 | $22.0 萬 | <0.1% | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 4,684 | $21.8 萬 | <0.1% | – |
| ATRAAtara Biotherapeutics, Inc. | COM | 65,659 | $21.5 萬 | <0.1% | 歷史 |
| INMDInMode Ltd. | SHS | 5,924 | $21.1 萬 | <0.1% | 歷史 |
| AIRCApartment Income REIT Corp. | COM | 6,141 | $21.1 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 2,401 | $20.9 萬 | <0.1% | – |
| SLMSLM Corp | COM | 12,585 | $20.9 萬 | <0.1% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 4,269 | $20.5 萬 | <0.1% | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 2,892 | $20.3 萬 | <0.1% | – |
| FFBWFFBW, Inc. | COM | 17,448 | $20.3 萬 | <0.1% | 歷史 |
| KSSKOHLS Corp | Stock | 8,019 | $20.2 萬 | <0.1% | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 3,541 | $20.1 萬 | <0.1% | – |
| GMEDGlobus Medical Inc | Stock | 2,694 | $20.0 萬 | <0.1% | 歷史 |
| LBAILakeland Bancorp Inc | COM | 10,533 | $18.5 萬 | <0.1% | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 10,873 | $17.4 萬 | <0.1% | – |
| NOAHNoah Holdings Ltd | SPON ADS | 10,826 | $16.8 萬 | <0.1% | 歷史 |
| NMAINuveen Multi-Asset Income Fund | COM | 13,395 | $15.4 萬 | <0.1% | 歷史 |
| TWKSThoughtworks Holding, Inc. | COM | 14,503 | $14.8 萬 | <0.1% | 歷史 |
| CNSLConsolidated Communications Holdings, Inc. | COM | 41,041 | $14.7 萬 | <0.1% | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 11,464 | $14.2 萬 | <0.1% | 歷史 |
| PMTPennyMac Mortgage Investment Trust | COM | 10,549 | $13.1 萬 | <0.1% | 歷史 |
| GAPGap Inc | COM | 10,985 | $12.4 萬 | <0.1% | 歷史 |
| VTNInvesco Trust for Investment Grade New York Municipals | COM | 11,093 | $11.2 萬 | <0.1% | 歷史 |
| ORCOrchid Island Capital, Inc. | COM NEW | 10,167 | $10.7 萬 | <0.1% | 歷史 |
| KROKronos Worldwide Inc | COM | 10,702 | $10.1 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 2,702 | $9.25 萬 | <0.1% | – |
| SUNWSunworks, Inc. | COM NEW | 58,100 | $9.18 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 7,841 | $8.27 萬 | <0.1% | – |
| VVRInvesco Senior Income Trust | COM | 21,400 | $8.20 萬 | <0.1% | 歷史 |
| HTZWWHertz Global Holdings, Inc | Common Stock | 10,719 | $7.99 萬 | <0.1% | 歷史 |
| BTGB2GOLD Corp | COM | 19,793 | $7.07 萬 | <0.1% | 歷史 |
| EAFGraftech International Ltd | COM | 14,765 | $7.03 萬 | <0.1% | 歷史 |
| XFLTXAI Floating Rate & Alternative Income Trust | COM | 10,192 | $6.44 萬 | <0.1% | 歷史 |
| UCOProShares Trust II | ULTA BLMBG 2017 | 1,692 | $5.13 萬 | <0.1% | 歷史 |
| BLDPBallard Power Systems Inc. | COM | 10,682 | $5.12 萬 | <0.1% | 歷史 |
| FCRDFirst Eagle Alternative Capital BDC, Inc. | COM | 11,500 | $4.90 萬 | <0.1% | 歷史 |
| Adamas Trust, Inc.649604501 | COM PAR $.02 | 19,135 | $4.90 萬 | <0.1% | – |
| FSPFranklin Street Properties Corp | COM | 16,883 | $4.61 萬 | <0.1% | 歷史 |
| SRNESorrento Therapeutics, Inc. | COM NEW | 51,362 | $4.55 萬 | <0.1% | 歷史 |
| GRWGGrowGeneration Corp. | COM | 10,609 | $4.16 萬 | <0.1% | 歷史 |
| FSMFortuna Mining Corp. | COM | 11,050 | $4.14 萬 | <0.1% | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 1,405 | $4.08 萬 | <0.1% | – |
| AGENAgenus Inc | COM NEW | 16,463 | $3.95 萬 | <0.1% | 歷史 |
| TEADTeads Holding Co. | COM | 10,335 | $3.74 萬 | <0.1% | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 19,328 | $3.71 萬 | <0.1% | 歷史 |
| LCILannett Co Inc | COM | 71,000 | $3.70 萬 | <0.1% | 歷史 |
| EAREargo, Inc. | COM | 60,659 | $3.49 萬 | <0.1% | 歷史 |
| Gol Linhas Aereas Inteligent38045R206 | SPON ADR PFD NEW | 12,281 | $3.28 萬 | <0.1% | – |
| VNRXVolitionrx Ltd | COM | 13,131 | $3.19 萬 | <0.1% | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 10,189 | $3.17 萬 | <0.1% | 歷史 |
| BARKBark, Inc. | COM | 20,000 | $2.98 萬 | <0.1% | 歷史 |