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 |
|---|---|---|---|---|---|---|---|
| CLHClean Harbors Inc | COM | 3,119 | $51.3 萬 | <0.1% | +453+17.0% | 加碼 | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 15,950 | $51.3 萬 | <0.1% | −116−0.7% | 減碼 | 歷史 |
| VLYValley National Bancorp | COM | 66,194 | $51.3 萬 | <0.1% | +45,964+227.2% | 加碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 17,331 | $51.3 萬 | <0.1% | +3,716+27.3% | 加碼 | 歷史 |
| AMAntero Midstream Corp | Stock | 44,441 | $51.6 萬 | <0.1% | +26,555+148.5% | 加碼 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 14,735 | $51.6 萬 | <0.1% | −1,389−8.6% | 減碼 | – |
| FAFFirst American Financial Corp | Stock | 9,050 | $51.6 萬 | <0.1% | +1,663+22.5% | 加碼 | 歷史 |
| AGOAssured Guaranty Ltd | COM | 9,276 | $51.8 萬 | <0.1% | +4,430+91.4% | 加碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 51,491 | $51.8 萬 | <0.1% | +15,166+41.8% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 9,248 | $51.9 萬 | <0.1% | −147−1.6% | 減碼 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 5,379 | $52.1 萬 | <0.1% | +1,922+55.6% | 加碼 | 歷史 |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 21,133 | $52.1 萬 | <0.1% | −1,375−6.1% | 減碼 | – |
| CBZCBIZ, Inc. | COM | 9,779 | $52.1 萬 | <0.1% | +726+8.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 11,427 | $52.1 萬 | <0.1% | −375−3.2% | 減碼 | – |
| KBHKB Home | COM | 10,108 | $52.3 萬 | <0.1% | +2,280+29.1% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 6,341 | $52.3 萬 | <0.1% | −544−7.9% | 減碼 | 歷史 |
| IMOSChipmos Technologies Inc | SPONSORD ADS NEW | 22,073 | $52.3 萬 | <0.1% | +4,315+24.3% | 加碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 7,948 | $52.3 萬 | <0.1% | +684+9.4% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 4,658 | $52.4 萬 | <0.1% | +1,136+32.3% | 加碼 | 歷史 |
| SONSonoco Products Co | COM | 8,880 | $52.4 萬 | <0.1% | +22+0.2% | 加碼 | 歷史 |
| LEALear Corp | COM NEW | 3,653 | $52.4 萬 | <0.1% | −940−20.5% | 減碼 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 2,512 | $52.5 萬 | <0.1% | +374+17.5% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 5,546 | $52.5 萬 | <0.1% | +1,328+31.5% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 48,141 | $52.6 萬 | <0.1% | −477,292−90.8% | 減碼 | 歷史 |
| GGenpact LTD | SHS | 14,011 | $52.6 萬 | <0.1% | −3,664−20.7% | 減碼 | 歷史 |
| CUZCousins Properties Inc | COM NEW | 23,139 | $52.8 萬 | <0.1% | +1,745+8.2% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 30,364 | $52.8 萬 | <0.1% | +13,618+81.3% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 10,556 | $53.1 萬 | <0.1% | +222+2.1% | 加碼 | – |
| BFINBankFinancial CORP | COM | 65,000 | $53.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCDXC Technology Co | Stock | 19,901 | $53.2 萬 | <0.1% | +2,850+16.7% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 24,534 | $53.4 萬 | <0.1% | −240−1.0% | 減碼 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 9,415 | $53.4 萬 | <0.1% | +1,529+19.4% | 加碼 | – |
| HRHealthcare Realty Trust Inc | CL A COM | 28,353 | $53.5 萬 | <0.1% | +6,826+31.7% | 加碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,411 | $53.5 萬 | <0.1% | −70−4.7% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 3,890 | $53.7 萬 | <0.1% | −707−15.4% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 23,609 | $53.8 萬 | <0.1% | −5,336−18.4% | 減碼 | – |
| WCNWaste Connections, Inc. | COM | 3,769 | $53.9 萬 | <0.1% | +325+9.4% | 加碼 | 歷史 |
| First Tr Bick Index FD33733H107 | COM SHS | 19,830 | $54.0 萬 | <0.1% | −818−4.0% | 減碼 | – |
| RGENRepligen Corp | COM | 3,818 | $54.0 萬 | <0.1% | +745+24.2% | 加碼 | 歷史 |
| INVHInvitation Homes Inc. | COM | 15,727 | $54.1 萬 | <0.1% | +5,245+50.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 10,566 | $54.1 萬 | <0.1% | +2,566+32.1% | 加碼 | – |
| AMHAmerican Homes 4 Rent | CL A | 15,272 | $54.1 萬 | <0.1% | +2,821+22.7% | 加碼 | 歷史 |
| BF.ABrown Forman Corp | CL A | 7,956 | $54.2 萬 | <0.1% | −925−10.4% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 12,960 | $54.2 萬 | <0.1% | +2,919+29.1% | 加碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 16,831 | $54.3 萬 | <0.1% | +5,552+49.2% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 2,502 | $54.4 萬 | <0.1% | +89+3.7% | 加碼 | 歷史 |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 33,198 | $54.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 6,309 | $54.7 萬 | <0.1% | −1,080−14.6% | 減碼 | 歷史 |
| LADLithia Motors Inc | COM | 1,800 | $54.7 萬 | <0.1% | +413+29.8% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 33,222 | $55.0 萬 | <0.1% | +12,267+58.5% | 加碼 | 歷史 |
| PFCPremier Financial Corp | COM | 34,446 | $55.2 萬 | <0.1% | +8,550+33.0% | 加碼 | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 68,986 | $55.2 萬 | <0.1% | −97−0.1% | 減碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 59,426 | $55.6 萬 | <0.1% | +8,046+15.7% | 加碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 3,613 | $55.6 萬 | <0.1% | +2,025+127.5% | 加碼 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 13,475 | $55.8 萬 | <0.1% | 00.0% | 不變 | – |
| TPRTapestry, Inc. | COM | 13,052 | $55.9 萬 | <0.1% | +2,170+19.9% | 加碼 | 歷史 |
| ARLPAlliance Resource Partners LP | Stock | 30,243 | $55.9 萬 | <0.1% | +4,919+19.4% | 加碼 | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 11,477 | $56.0 萬 | <0.1% | +2,676+30.4% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 5,059 | $56.1 萬 | <0.1% | −879−14.8% | 減碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 15,673 | $56.1 萬 | <0.1% | +1,554+11.0% | 加碼 | 歷史 |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 7,904 | $56.2 萬 | <0.1% | −290−3.5% | 減碼 | – |
| JEFJefferies Financial Group Inc. | COM | 16,948 | $56.2 萬 | <0.1% | +4,351+34.5% | 加碼 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 12,506 | $56.3 萬 | <0.1% | +12,506 | 新進 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 11,916 | $56.5 萬 | <0.1% | −2,687−18.4% | 減碼 | – |
| AVTAvnet Inc | COM | 11,194 | $56.5 萬 | <0.1% | +6,144+121.7% | 加碼 | 歷史 |
| JBGSJBG Smith Properties | COM | 37,614 | $56.6 萬 | <0.1% | +17,121+83.5% | 加碼 | 歷史 |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 19,333 | $56.8 萬 | <0.1% | −1,075−5.3% | 減碼 | – |
| OMCLOmnicell, Inc. | COM | 7,705 | $56.8 萬 | <0.1% | +1,982+34.6% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 75,706 | $57.0 萬 | <0.1% | +3,465+4.8% | 加碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 34,019 | $57.3 萬 | <0.1% | +7,906+30.3% | 加碼 | 歷史 |
| FFIVF5, Inc. | Stock | 3,918 | $57.3 萬 | <0.1% | +991+33.9% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 3,119 | $57.3 萬 | <0.1% | +1,509+93.7% | 加碼 | 歷史 |
| MMSMaximus, Inc. | COM | 6,794 | $57.4 萬 | <0.1% | +2,253+49.6% | 加碼 | 歷史 |
| TXNMTXNM Energy Inc | COM | 12,764 | $57.6 萬 | <0.1% | +6,426+101.4% | 加碼 | 歷史 |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 29,035 | $57.6 萬 | <0.1% | −1,208−4.0% | 減碼 | – |
| COOPMaverick Merger Sub 2, LLC | COM | 11,417 | $57.8 萬 | <0.1% | +4,281+60.0% | 加碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 11,304 | $58.2 萬 | <0.1% | +1,122+11.0% | 加碼 | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 7,116 | $58.2 萬 | <0.1% | +18+0.3% | 加碼 | – |
| CFFNCapitol Federal Financial, Inc. | COM | 94,432 | $58.3 萬 | <0.1% | +20,032+26.9% | 加碼 | 歷史 |
| MTNVail Resorts Inc | COM | 2,325 | $58.5 萬 | <0.1% | +171+7.9% | 加碼 | 歷史 |
| SITCSITE Centers Corp. | COM | 44,303 | $58.6 萬 | <0.1% | −913−2.0% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 3,051 | $58.6 萬 | <0.1% | +781+34.4% | 加碼 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 43,666 | $58.6 萬 | <0.1% | −42,860−49.5% | 減碼 | 歷史 |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 78,878 | $58.6 萬 | <0.1% | +25,527+47.8% | 加碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 12,564 | $58.6 萬 | <0.1% | −957−7.1% | 減碼 | 歷史 |
| SAIASaia Inc | COM | 1,713 | $58.7 萬 | <0.1% | +538+45.8% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 35,950 | $58.8 萬 | <0.1% | −1,961−5.2% | 減碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 66,878 | $58.8 萬 | <0.1% | +8,333+14.2% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 12,597 | $59.0 萬 | <0.1% | +3,529+38.9% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 30,406 | $59.0 萬 | <0.1% | −24−0.1% | 減碼 | 歷史 |
| iShares Tr46436E510 | INTL DEV SML CP | 18,723 | $59.2 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 11,686 | $59.2 萬 | <0.1% | −2,100−15.2% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 5,580 | $59.3 萬 | <0.1% | +957+20.7% | 加碼 | – |
| LSCCLattice Semiconductor Corp | COM | 6,181 | $59.4 萬 | <0.1% | +716+13.1% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 7,845 | $59.6 萬 | <0.1% | −269−3.3% | 減碼 | – |
| CCKCrown Holdings, Inc. | COM | 6,887 | $59.8 萬 | <0.1% | +546+8.6% | 加碼 | 歷史 |
| SCHLScholastic Corp | COM | 15,397 | $59.9 萬 | <0.1% | +180+1.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 29,760 | $59.9 萬 | <0.1% | −3,258−9.9% | 減碼 | – |
| CCJCameco Corp | Stock | 19,155 | $60.0 萬 | <0.1% | +7,019+57.8% | 加碼 | 歷史 |
| IDAIdacorp Inc | COM | 5,860 | $60.1 萬 | <0.1% | +426+7.8% | 加碼 | 歷史 |
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 |