Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/21 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 2,530
- 較 2023 年第 1 季 −12
- 總值
- $750.5 億
- 較 2023 年第 1 季 +$56.4 億 (+8.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AGNCAGNC Investment Corp. | REIT | 44,050 | $44.6 萬 | <0.1% | −342−0.8% | 減碼 | 歷史 |
| DEIDouglas Emmett Inc | COM | 35,528 | $44.7 萬 | <0.1% | +7,203+25.4% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 109,728 | $44.7 萬 | <0.1% | +728+0.7% | 加碼 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 38,512 | $44.7 萬 | <0.1% | −5,526−12.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 8,702 | $44.7 萬 | <0.1% | +805+10.2% | 加碼 | – |
| RESRPC Inc | COM | 62,673 | $44.8 萬 | <0.1% | −6,225−9.0% | 減碼 | 歷史 |
| AXAxos Financial, Inc. | COM | 11,372 | $44.8 萬 | <0.1% | +2,824+33.0% | 加碼 | 歷史 |
| SMTCSemtech Corp | Stock | 17,620 | $44.9 萬 | <0.1% | −3,117−15.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,877 | $44.9 萬 | <0.1% | −96−1.9% | 減碼 | – |
| SSentinelOne, Inc. | CL A | 29,727 | $44.9 萬 | <0.1% | +444+1.5% | 加碼 | 歷史 |
| SYMSymbotic Inc. | Stock | 10,500 | $45.0 萬 | <0.1% | +10,500 | 新進 | 歷史 |
| ASHAshland Inc. | COM | 5,173 | $45.0 萬 | <0.1% | +348+7.2% | 加碼 | 歷史 |
| ACAArcosa, Inc. | COM | 5,937 | $45.0 萬 | <0.1% | +749+14.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 23,668 | $45.0 萬 | <0.1% | 00.0% | 不變 | – |
| MATWMatthews International Corp | CL A | 10,590 | $45.1 萬 | <0.1% | +10,590 | 新進 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 5,398 | $45.1 萬 | <0.1% | +1,056+24.3% | 加碼 | 歷史 |
| NOVTNovanta Inc | COM | 2,457 | $45.2 萬 | <0.1% | +1,097+80.7% | 加碼 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 16,655 | $45.3 萬 | <0.1% | +4,307+34.9% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 5,047 | $45.4 萬 | <0.1% | −4,007−44.3% | 減碼 | – |
| IVZInvesco Ltd. | Stock | 27,085 | $45.5 萬 | <0.1% | +3,018+12.5% | 加碼 | 歷史 |
| REGRegency Centers Corp | COM | 7,372 | $45.5 萬 | <0.1% | +684+10.2% | 加碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 6,772 | $45.6 萬 | <0.1% | +576+9.3% | 加碼 | 歷史 |
| TWNKHostess Brands, Inc. | CL A | 18,020 | $45.6 萬 | <0.1% | +4,491+33.2% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 9,078 | $45.7 萬 | <0.1% | −13,364−59.5% | 減碼 | – |
| RRyder System Inc | COM | 5,392 | $45.7 萬 | <0.1% | −186−3.3% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 6,375 | $45.8 萬 | <0.1% | −371−5.5% | 減碼 | 歷史 |
| BANFBancfirst Corp | COM | 4,981 | $45.8 萬 | <0.1% | +2,390+92.2% | 加碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 398 | $45.8 萬 | <0.1% | −119−23.0% | 減碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 39,331 | $45.9 萬 | <0.1% | +4,008+11.3% | 加碼 | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 19,089 | $45.9 萬 | <0.1% | +1,959+11.4% | 加碼 | 歷史 |
| CMCCommercial Metals Co | Stock | 8,714 | $45.9 萬 | <0.1% | +3,534+68.2% | 加碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 4,430 | $45.9 萬 | <0.1% | +489+12.4% | 加碼 | 歷史 |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 43,635 | $45.9 萬 | <0.1% | +4,528+11.6% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W648 | U.S. TECH INDEPD | 8,356 | $46.0 萬 | <0.1% | −445−5.1% | 減碼 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 4,127 | $46.1 萬 | <0.1% | −713−14.7% | 減碼 | 歷史 |
| LNWOLight & Wonder, Inc. | COM | 6,710 | $46.1 萬 | <0.1% | +2,469+58.2% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 9,154 | $46.2 萬 | <0.1% | −716−7.3% | 減碼 | – |
| MORNMorningstar, Inc. | COM | 2,362 | $46.3 萬 | <0.1% | +144+6.5% | 加碼 | 歷史 |
| RBB FD Inc74933W627 | MOTLEY FOOL MID | 19,437 | $46.4 萬 | <0.1% | +550+2.9% | 加碼 | – |
| IBCPIndependent Bank Corp | COM NEW | 27,400 | $46.5 萬 | <0.1% | −661−2.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X459 | ST STR SP GLBDIV | 8,100 | $46.5 萬 | <0.1% | +8,100 | 新進 | – |
| NMRNomura Holdings Inc | SPONSORED ADR | 121,435 | $46.5 萬 | <0.1% | −34,470−22.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 7,751 | $46.5 萬 | <0.1% | +7,751 | 新進 | – |
| STAGSTAG Industrial, Inc. | COM | 12,967 | $46.5 萬 | <0.1% | +1,594+14.0% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 44,823 | $46.6 萬 | <0.1% | −310−0.7% | 減碼 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 7,448 | $46.7 萬 | <0.1% | −813−9.8% | 減碼 | 歷史 |
| GATXGatx Corp | COM | 3,632 | $46.8 萬 | <0.1% | +812+28.8% | 加碼 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15,985 | $47.0 萬 | <0.1% | +6,364+66.1% | 加碼 | 歷史 |
| WisdomTree Tr97717X214 | EMERG MKTS ESG | 16,545 | $47.0 萬 | <0.1% | 00.0% | 不變 | – |
| VNTVontier Corp | Stock | 14,668 | $47.2 萬 | <0.1% | +1,605+12.3% | 加碼 | 歷史 |
| CEQPCrestwood Equity Partners LP | UNIT LTD PARTNER | 17,880 | $47.3 萬 | <0.1% | −4,134−18.8% | 減碼 | 歷史 |
| MNSBMainStreet Bancshares, Inc. | COM | 21,000 | $47.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRIHerc Holdings Inc | COM | 3,479 | $47.6 萬 | <0.1% | +307+9.7% | 加碼 | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 6,026 | $47.6 萬 | <0.1% | +30+0.5% | 加碼 | – |
| EXPEagle Materials Inc | COM | 2,559 | $47.7 萬 | <0.1% | +69+2.8% | 加碼 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 9,600 | $48.0 萬 | <0.1% | −1,546−13.9% | 減碼 | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 2,551 | $48.0 萬 | <0.1% | −427−14.3% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 3,279 | $48.0 萬 | <0.1% | −395−10.8% | 減碼 | 歷史 |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 1,879 | $48.1 萬 | <0.1% | −52−2.7% | 減碼 | – |
| WSCWillScot Holdings Corp | COM CL A | 10,064 | $48.1 萬 | <0.1% | +98+1.0% | 加碼 | 歷史 |
| UDRUDR, Inc. | COM | 11,201 | $48.1 萬 | <0.1% | +646+6.1% | 加碼 | 歷史 |
| PHIPLDT Inc. | SPONSORED ADR | 20,598 | $48.1 萬 | <0.1% | +8,756+73.9% | 加碼 | 歷史 |
| TMCITreace Medical Concepts, Inc. | COM | 18,820 | $48.1 萬 | <0.1% | +18,820 | 新進 | 歷史 |
| XPEVXpeng Inc. | ADS | 35,966 | $48.3 萬 | <0.1% | +9,901+38.0% | 加碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 8,140 | $48.4 萬 | <0.1% | −15−0.2% | 減碼 | 歷史 |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 5,814 | $48.4 萬 | <0.1% | +667+13.0% | 加碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 10,838 | $48.5 萬 | <0.1% | +272+2.6% | 加碼 | – |
| HALOHalozyme Therapeutics, Inc. | COM | 13,470 | $48.6 萬 | <0.1% | +13,470 | 新進 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 36,608 | $48.6 萬 | <0.1% | −1,086−2.9% | 減碼 | 歷史 |
| AELAmerican National Group Inc. | COM | 9,337 | $48.7 萬 | <0.1% | +2,074+28.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 1,391 | $48.7 萬 | <0.1% | +423+43.7% | 加碼 | – |
| UHSUniversal Health Services Inc | CL B | 3,088 | $48.7 萬 | <0.1% | −14−0.5% | 減碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 14,315 | $48.8 萬 | <0.1% | +3,961+38.3% | 加碼 | – |
| ZIONZions Bancorporation, National Association | COM | 18,195 | $48.9 萬 | <0.1% | +1,624+9.8% | 加碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 8,417 | $48.9 萬 | <0.1% | −457−5.1% | 減碼 | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 417 | $48.9 萬 | <0.1% | −76−15.4% | 減碼 | – |
| WTFCWintrust Financial Corp | COM | 6,774 | $49.2 萬 | <0.1% | +3,214+90.3% | 加碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 9,937 | $49.2 萬 | <0.1% | +3,351+50.9% | 加碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 10,153 | $49.4 萬 | <0.1% | 00.0% | 不變 | – |
| ROLRollins Inc | COM | 11,560 | $49.5 萬 | <0.1% | +2,271+24.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 1,722 | $49.5 萬 | <0.1% | +871+102.4% | 加碼 | – |
| MKTXMarketaxess Holdings Inc | COM | 1,897 | $49.6 萬 | <0.1% | −101−5.1% | 減碼 | 歷史 |
| WGOWinnebago Industries Inc | COM | 7,443 | $49.6 萬 | <0.1% | −482−6.1% | 減碼 | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 6,279 | $49.7 萬 | <0.1% | +3,509+126.7% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 3,499 | $49.8 萬 | <0.1% | −13−0.4% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 5,762 | $49.9 萬 | <0.1% | +679+13.4% | 加碼 | 歷史 |
| TRTNTriton International Ltd | CL A | 6,022 | $50.1 萬 | <0.1% | +944+18.6% | 加碼 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 18,005 | $50.3 萬 | <0.1% | +18,005 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 5,964 | $50.4 萬 | <0.1% | 00.0% | 不變 | – |
| UGIUgi Corp | Stock | 18,741 | $50.5 萬 | <0.1% | +2,938+18.6% | 加碼 | 歷史 |
| CNHCNH Industrial N.V. | SHS | 35,126 | $50.6 萬 | <0.1% | +9,242+35.7% | 加碼 | 歷史 |
| CNMDCONMED Corp | COM | 3,724 | $50.6 萬 | <0.1% | +1,004+36.9% | 加碼 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 28,417 | $50.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 10,819 | $50.8 萬 | <0.1% | +2,938+37.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 6,275 | $50.8 萬 | <0.1% | +1,333+27.0% | 加碼 | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 15,057 | $51.0 萬 | <0.1% | +2,702+21.9% | 加碼 | – |
| EHCEncompass Health Corp | COM | 7,530 | $51.0 萬 | <0.1% | −959−11.3% | 減碼 | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 12,705 | $51.0 萬 | <0.1% | −59,719−82.5% | 減碼 | 歷史 |
| PUKPrudential PLC | ADR | 18,015 | $51.0 萬 | <0.1% | +18,015 | 新進 | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 4,223 | $51.2 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（94 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 |
|---|---|---|---|
| CRMSalesforce, Inc. | Stock | $2,854 | $336.6 萬 |
| MSFTMicrosoft Corp | Stock | $1,425 | $208.8 萬 |
| GOOGAlphabet Inc. | Stock | $2,920 | $204.5 萬 |
| GOOGLAlphabet Inc. | Stock | $6,377 | $134.5 萬 |
| TSLATesla, Inc. | Stock | $95.5 萬 | $6,481 |
| AAPLApple Inc. | Stock | $6.42 萬 | $72.5 萬 |
| METAMeta Platforms, Inc. | Stock | – | $40.0 萬 |
| NVDANVIDIA Corp | Stock | $5.03 萬 | $34.9 萬 |
| BACBank of America Corp | Stock | – | $30.6 萬 |
| CINFCincinnati Financial Corp | COM | $24.0 萬 | – |
| TGTTarget Corp | Stock | – | $14.5 萬 |
| INTCIntel Corp | Stock | – | $13.1 萬 |
| VKTXViking Therapeutics, Inc. | COM | – | $9.93 萬 |
| GDSGDS Holdings Ltd | SPONSORED ADS | – | $9.80 萬 |
| AMZNAmazon Com Inc | Stock | $3,905 | $9.18 萬 |
| DISWalt Disney Co | Stock | – | $9.47 萬 |
| WMTWalmart Inc. | Stock | – | $7.88 萬 |
| SNOWSnowflake Inc. | Stock | $858 | $7.62 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | $4.70 萬 | $1.49 萬 |
| CFLTConfluent, Inc. | CLASS A COM | $5.51 萬 | – |
| BXBlackstone Inc. | COM | – | $5.32 萬 |
| COSTCostco Wholesale Corp | Stock | $1.26 萬 | $2.95 萬 |
| SPYSPDR S&P 500 ETF Trust | ETF | $3.03 萬 | $8,778 |
| JDJD.com, Inc. | SPON ADS CL A | – | $3.75 萬 |
| QSQuantumScape Corp | COM CL A | – | $2.92 萬 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | – | $2.64 萬 |
| JPMJPMorgan Chase & Co | Stock | – | $2.27 萬 |
| HDHome Depot, Inc. | Stock | $2.00 萬 | – |
| ABNBAirbnb, Inc. | Stock | $1.62 萬 | – |
| AMDAdvanced Micro Devices Inc | Stock | $3,077 | $1.27 萬 |
| UBERUber Technologies, Inc | Stock | – | $1.58 萬 |
| UNHUnitedHealth Group Inc | Stock | $1.55 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $1,279 | $1.25 萬 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | – | $1.13 萬 |
| NUNu Holdings Ltd. | ORD SHS CL A | $1.01 萬 | – |
| GTMZoomInfo Technologies Inc. | Stock | – | $9,885 |
| SPOTSpotify Technology S.A. | Stock | – | $9,322 |
| AMGNAmgen Inc | Stock | $9,279 | – |
| iShares Russell 2000 ETF464287655 | ETF | $995 | $6,568 |
| DOCUDocuSign, Inc. | Stock | – | $6,818 |
| MGPIMGP Ingredients Inc | COM | $6,480 | – |
| SNAPSnap Inc | Stock | – | $6,000 |
| RTXRTX Corp | Stock | – | $5,869 |
| VZVerizon Communications Inc | Stock | – | $5,543 |
| SWKSSkyworks Solutions, Inc. | Stock | – | $5,172 |
| UGIUgi Corp | Stock | – | $4,860 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $4,725 | – |
| VRSNVerisign Inc | COM | $4,415 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | $2,153 | $2,029 |
| iShares MSCI Eafe ETF464287465 | ETF | $2,688 | $1,471 |
| OKTAOkta, Inc. | CL A | – | $4,064 |
| PHMPultegroup Inc | COM | – | $2,931 |
| CTVACorteva, Inc. | Stock | – | $2,808 |
| AALAmerican Airlines Group Inc. | Stock | – | $2,743 |
| GMGeneral Motors Co | COM | – | $2,310 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | – | $2,149 |
| ADBEAdobe Inc. | Stock | – | $2,098 |
| UPSUnited Parcel Service Inc | Stock | $2,093 | – |
| RIOTRiot Platforms, Inc. | COM | – | $1,656 |
| PLTRPalantir Technologies Inc. | Stock | – | $1,625 |
| WFCWells Fargo & Company | Stock | $1,559 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | – | $1,520 |
| FFord Motor Co | Stock | – | $1,450 |
| XYZBlock, Inc. | CL A | $858 | $501 |
| MRNAModerna, Inc. | Stock | – | $1,350 |
| NVAXNovavax Inc | COM NEW | – | $1,091 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $989 |
| DASHDoorDash, Inc. | Stock | $984 | – |
| NETCloudflare, Inc. | CL A COM | $975 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | $945 | – |
| RIVNRivian Automotive, Inc. | Stock | – | $691 |
| SAPSAP SE | ADR | – | $575 |
| PFEPfizer Inc | Stock | $494 | $4 |
| NFLXNetflix Inc | Stock | – | $458 |
| iShares Russell Midcap ETF464287499 | ETF | $455 | – |
| EBAYeBay Inc | COM | – | $374 |
| iShares Tr464287622 | RUS 1000 ETF | $345 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | $309 | – |
| MAMastercard Inc | Stock | $261 | – |
| GLDSPDR Gold Trust | ETF | $69 | $138 |
| PYPLPayPal Holdings, Inc. | Stock | – | $186 |
| TAT&T Inc. | Stock | – | $163 |
| QCOMQualcomm Inc | Stock | $158 | – |
| QRVOQorvo, Inc. | Stock | – | $153 |
| iShares Select U.S. REIT ETF464287564 | ETF | $146 | – |
| SOFISoFi Technologies, Inc. | Stock | – | $140 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | $130 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | $83 | – |
| CDECoeur Mining, Inc. | COM NEW | – | $70 |
| Paramount Global92556H206 | CL B | – | $70 |
| WBDWarner Bros. Discovery, Inc. | Stock | – | $31 |
| EVGOEVgo Inc. | CL A COM | – | $16 |
| NIONIO Inc. | ADR | – | $13 |
| SSentinelOne, Inc. | CL A | – | $3 |
2023 年第 1 季之後清倉（225 檔）
2023 年第 1 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 225 檔。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 44,565 | $274.9 萬 | <0.1% | – |
| ABBNYABB Ltd | SPONSORED ADR | 65,483 | $224.6 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 12,626 | $164.3 萬 | <0.1% | 歷史 |
| Crane Hldgs Co224441113 | COMMON STOCK | 13,732 | $155.9 萬 | <0.1% | – |
| TITNTitan Machinery Inc. | COM | 30,640 | $93.3 萬 | <0.1% | 歷史 |
| Microsectors Fang Plus Index 3X063679534 | ETP | 7,909 | $81.8 萬 | <0.1% | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 9,207 | $77.4 萬 | <0.1% | – |
| BGFVBig 5 Sporting Goods Corp | COM | 96,012 | $73.8 萬 | <0.1% | 歷史 |
| BBBLACKBERRY Ltd | COM | 156,572 | $71.4 萬 | <0.1% | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 41,304 | $57.8 萬 | <0.1% | – |
| RKTRocket Companies, Inc. | Stock | 61,060 | $55.3 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 10,552 | $54.3 萬 | <0.1% | – |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 21,776 | $49.2 萬 | <0.1% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 3,887 | $48.4 萬 | <0.1% | 歷史 |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 20,030 | $47.5 萬 | <0.1% | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 5,537 | $44.7 萬 | <0.1% | – |
| YOUClear Secure, Inc. | COM CL A | 16,932 | $44.3 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 10,663 | $42.1 萬 | <0.1% | – |
| QVCGAOld QVC Group, Inc. | COM SER A | 410,347 | $40.5 萬 | <0.1% | 歷史 |
| PRAAPra Group Inc | COM | 9,657 | $37.6 萬 | <0.1% | 歷史 |
| UCBUnited Community Banks Inc | COM | 12,998 | $36.5 萬 | <0.1% | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 5,536 | $36.3 萬 | <0.1% | – |
| CSIICardiovascular Systems Inc | COM | 16,794 | $33.4 萬 | <0.1% | 歷史 |
| Nuveen Intermediate Duration Quality Municipal Term Fund670677103 | COM | 25,359 | $32.4 萬 | <0.1% | – |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 16,537 | $32.3 萬 | <0.1% | 歷史 |
| NGVTIngevity Corp | COM | 4,252 | $30.4 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E842 | DORSEY WRGT SMLC | 4,104 | $30.2 萬 | <0.1% | – |
| PUBMPubMatic, Inc. | COM CL A | 21,015 | $29.0 萬 | <0.1% | 歷史 |
| PFSProvident Financial Services Inc | COM | 14,943 | $28.7 萬 | <0.1% | 歷史 |
| AZPNAspen Technology, Inc. | COM | 1,223 | $28.0 萬 | <0.1% | 歷史 |
| TFIITFI International Inc. | COM | 2,256 | $26.9 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 3,660 | $26.9 萬 | <0.1% | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 3,447 | $26.0 萬 | <0.1% | – |
| CRMTAmericas Carmart Inc | COM | 3,268 | $25.9 萬 | <0.1% | 歷史 |
| Ea Series Trust02072L722 | STRI US ENER ETF | 9,279 | $25.8 萬 | <0.1% | – |
| FLFoot Locker, Inc. | COM | 6,484 | $25.7 萬 | <0.1% | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 9,682 | $25.5 萬 | <0.1% | 歷史 |
| Columbia ETF Tr II19762B509 | EMRG MARKETS ETF | 12,212 | $25.0 萬 | <0.1% | – |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 7,235 | $24.7 萬 | <0.1% | 歷史 |
| VRTSVirtus Investment Partners, Inc. | COM | 1,296 | $24.7 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 4,628 | $24.6 萬 | <0.1% | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 7,870 | $24.5 萬 | <0.1% | – |
| AUBAtlantic Union Bankshares Corp | COM | 6,954 | $24.4 萬 | <0.1% | 歷史 |
| TRMKTrustmark Corp | COM | 9,767 | $24.1 萬 | <0.1% | 歷史 |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 5,066 | $24.0 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 6,860 | $23.9 萬 | <0.1% | – |
| BRMKBroadmark Realty Capital Inc. | COM | 50,287 | $23.6 萬 | <0.1% | 歷史 |
| STSensata Technologies Holding plc | SHS | 4,688 | $23.5 萬 | <0.1% | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 3,833 | $23.3 萬 | <0.1% | 歷史 |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 19,326 | $23.2 萬 | <0.1% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 5,687 | $23.1 萬 | <0.1% | 歷史 |
| SLGNSilgan Holdings Inc | COM | 4,288 | $23.0 萬 | <0.1% | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 3,846 | $22.9 萬 | <0.1% | – |
| VCVisteon Corp | COM NEW | 1,455 | $22.8 萬 | <0.1% | 歷史 |
| RMRRMR Group Inc. | CL A | 8,550 | $22.4 萬 | <0.1% | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 5,315 | $22.4 萬 | <0.1% | – |
| CYRXCryoport, Inc. | COM PAR $0.001 | 9,301 | $22.3 萬 | <0.1% | 歷史 |
| NYTNew York Times Co | CL A | 5,712 | $22.2 萬 | <0.1% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 18,827 | $21.7 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 2,711 | $21.6 萬 | <0.1% | – |
| VTSIVirTra, Inc | COM PAR | 53,255 | $21.5 萬 | <0.1% | 歷史 |
| BOHBank of Hawaii Corp | COM | 4,120 | $21.5 萬 | <0.1% | 歷史 |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | COM | 10,056 | $21.4 萬 | <0.1% | 歷史 |
| TRNOTerreno Realty Corp | COM | 3,309 | $21.4 萬 | <0.1% | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 2,992 | $21.2 萬 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 2,702 | $21.0 萬 | <0.1% | 歷史 |
| Two Harbors Investment Corp.90187B804 | COM | 14,189 | $20.9 萬 | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 4,652 | $20.9 萬 | <0.1% | – |
| UNFUnifirst Corp | COM | 1,176 | $20.7 萬 | <0.1% | 歷史 |
| USOICredit Suisse AG | XLINK CRD ETN37 | 2,660 | $20.7 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 5,053 | $20.4 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 8,295 | $20.4 萬 | <0.1% | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,643 | $20.3 萬 | <0.1% | – |
| CORTCorcept Therapeutics Inc | COM | 9,290 | $20.1 萬 | <0.1% | 歷史 |
| UIUbiquiti Inc. | COM | 740 | $20.1 萬 | <0.1% | 歷史 |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 9,495 | $20.1 萬 | <0.1% | 歷史 |
| EMBCEmbecta Corp. | Stock | 7,120 | $20.0 萬 | <0.1% | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 10,563 | $20.0 萬 | <0.1% | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 13,584 | $19.4 萬 | <0.1% | 歷史 |
| OCSLOaktree Specialty Lending Corp | COM | 10,198 | $19.1 萬 | <0.1% | 歷史 |
| EFCEllington Financial Inc. | COM | 14,891 | $18.2 萬 | <0.1% | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 17,138 | $15.4 萬 | <0.1% | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 11,213 | $15.4 萬 | <0.1% | 歷史 |
| FPIFarmland Partners Inc. | COM | 14,194 | $15.2 萬 | <0.1% | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 11,247 | $14.8 萬 | <0.1% | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 27,000 | $13.3 萬 | <0.1% | 歷史 |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 10,897 | $12.9 萬 | <0.1% | 歷史 |
| SUMOSumo Logic, Inc. | COM | 10,169 | $12.2 萬 | <0.1% | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 19,888 | $11.6 萬 | <0.1% | – |
| FSLYFastly, Inc. | CL A | 6,444 | $11.4 萬 | <0.1% | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 10,577 | $11.1 萬 | <0.1% | 歷史 |
| BLNKBlink Charging Co. | COM | 12,341 | $10.7 萬 | <0.1% | 歷史 |
| ACPabrdn Income Credit Strategies Fund | COM | 14,813 | $9.88 萬 | <0.1% | 歷史 |
| Ea Series Trust02072L714 | BRIDGEWAY BLUE | 11,071 | $9.82 萬 | <0.1% | – |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 12,110 | $9.78 萬 | <0.1% | 歷史 |
| TRHCTabula Rasa HealthCare, Inc. | COM | 16,605 | $9.28 萬 | <0.1% | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 14,060 | $9.25 萬 | <0.1% | 歷史 |
| TSITCW Strategic Income Fund Inc | COM | 19,610 | $9.18 萬 | <0.1% | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 13,889 | $7.32 萬 | <0.1% | 歷史 |
| ARDXArdelyx, Inc. | COM | 15,000 | $7.18 萬 | <0.1% | 歷史 |