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 |
|---|---|---|---|---|---|---|---|
| TASTCarrols Restaurant Group, Inc. | COM | 20,181 | $10.2 萬 | <0.1% | +181+0.9% | 加碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 10,679 | $10.2 萬 | <0.1% | +10,679 | 新進 | 歷史 |
| TELLTellurian Inc. | COM | 72,435 | $10.2 萬 | <0.1% | +14,032+24.0% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 10,336 | $10.5 萬 | <0.1% | +10,336 | 新進 | 歷史 |
| GTNGray Media, Inc | COM | 13,343 | $10.5 萬 | <0.1% | +13,343 | 新進 | 歷史 |
| AVXLAnavex Life Sciences Corp. | COM NEW | 12,936 | $10.5 萬 | <0.1% | −178−1.4% | 減碼 | 歷史 |
| OPTUOptimum Communications, Inc. | CL A | 35,119 | $10.6 萬 | <0.1% | −6,407−15.4% | 減碼 | 歷史 |
| ONLOrion Properties Inc. | REIT | 16,053 | $10.6 萬 | <0.1% | +15,969+19,010.7% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 15,500 | $10.7 萬 | <0.1% | +15,500 | 新進 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 15,038 | $10.9 萬 | <0.1% | −1,618−9.7% | 減碼 | 歷史 |
| UECUranium Energy Corp | COM | 32,022 | $10.9 萬 | <0.1% | +9,307+41.0% | 加碼 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 25,974 | $11.0 萬 | <0.1% | +812+3.2% | 加碼 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 19,018 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 97,648 | $11.0 萬 | <0.1% | +14,887+18.0% | 加碼 | 歷史 |
| CDLXCardlytics, Inc. | COM | 17,756 | $11.2 萬 | <0.1% | +33+0.2% | 加碼 | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 20,638 | $11.2 萬 | <0.1% | +1,254+6.5% | 加碼 | 歷史 |
| WSRWhitestone REIT | COM | 11,604 | $11.3 萬 | <0.1% | +11,604 | 新進 | 歷史 |
| FRSTPrimis Financial Corp. | COM | 13,395 | $11.3 萬 | <0.1% | +2,563+23.7% | 加碼 | 歷史 |
| UNGUnited States Natural Gas Fund, LP | UNIT PAR | 15,220 | $11.3 萬 | <0.1% | +15,220 | 新進 | 歷史 |
| BVBrightView Holdings, Inc. | COM | 16,223 | $11.6 萬 | <0.1% | +16,223 | 新進 | 歷史 |
| KEPKorea Electric Power Corp | SPONSORED ADR | 15,149 | $11.7 萬 | <0.1% | +895+6.3% | 加碼 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 18,871 | $11.8 萬 | <0.1% | −1,384−6.8% | 減碼 | 歷史 |
| AROCArchrock, Inc. | COM | 11,554 | $11.8 萬 | <0.1% | +11,554 | 新進 | 歷史 |
| AMRSAmyris, Inc. | COM NEW | 115,457 | $11.9 萬 | <0.1% | +20,272+21.3% | 加碼 | 歷史 |
| Chiron Real Estate Inc.37954A204 | COM NEW | 13,033 | $11.9 萬 | <0.1% | +2,503+23.8% | 加碼 | – |
| SFLSFL Corp Ltd. | SHS | 12,838 | $12.0 萬 | <0.1% | +12,838 | 新進 | 歷史 |
| HPPHudson Pacific Properties, Inc. | COM | 28,427 | $12.0 萬 | <0.1% | −19,312−40.5% | 減碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 13,917 | $12.1 萬 | <0.1% | −8,559−38.1% | 減碼 | 歷史 |
| CGAUCenterra Gold Inc. | COM | 20,266 | $12.2 萬 | <0.1% | +41+0.2% | 加碼 | 歷史 |
| CBUSCibus, Inc. | CL A COM STK | 11,624 | $12.2 萬 | <0.1% | +11,624 | 新進 | 歷史 |
| USXUS Xpress Enterprises Inc | COM CL A | 20,001 | $12.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TILEInterface Inc | COM | 13,990 | $12.3 萬 | <0.1% | +13,990 | 新進 | 歷史 |
| STEMStem, Inc. | CL A | 21,682 | $12.4 萬 | <0.1% | +21,682 | 新進 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 13,177 | $12.6 萬 | <0.1% | −823−5.9% | 減碼 | 歷史 |
| PNNTPennantpark Investment Corp | COM | 21,516 | $12.7 萬 | <0.1% | +21,516 | 新進 | 歷史 |
| NATNordic American Tankers Ltd | COM | 35,446 | $13.0 萬 | <0.1% | +5,260+17.4% | 加碼 | 歷史 |
| GPPGreen Plains Partners LP | COM REP PTR IN | 10,058 | $13.0 萬 | <0.1% | +10,058 | 新進 | 歷史 |
| NWBINorthwest Bancshares, Inc. | COM | 12,382 | $13.1 萬 | <0.1% | −250−2.0% | 減碼 | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 16,661 | $13.2 萬 | <0.1% | +1,878+12.7% | 加碼 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 17,977 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| New Gold Inc Cda644535106 | COM | 123,177 | $13.3 萬 | <0.1% | −59,570−32.6% | 減碼 | – |
| IEIvanhoe Electric Inc. | COM | 10,226 | $13.3 萬 | <0.1% | +10,226 | 新進 | 歷史 |
| WBWEIBO Corp | SPONSORED ADR | 10,176 | $13.3 萬 | <0.1% | −2,754−21.3% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 22,362 | $13.4 萬 | <0.1% | +3,878+21.0% | 加碼 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 26,858 | $13.4 萬 | <0.1% | +26,858 | 新進 | 歷史 |
| SVMSilvercorp Metals Inc | COM | 48,132 | $13.6 萬 | <0.1% | +20,980+77.3% | 加碼 | 歷史 |
| DNBDun & Bradstreet Holdings, Inc. | COM | 11,746 | $13.6 萬 | <0.1% | +11,746 | 新進 | 歷史 |
| HTBKHeritage Commerce Corp | COM | 16,578 | $13.7 萬 | <0.1% | +3,608+27.8% | 加碼 | 歷史 |
| BANDBandwidth Inc. | COM CL A | 10,071 | $13.8 萬 | <0.1% | +10,071 | 新進 | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 10,322 | $13.8 萬 | <0.1% | +10,322 | 新進 | 歷史 |
| HBMHudbay Minerals Inc. | COM | 29,566 | $14.2 萬 | <0.1% | +8,078+37.6% | 加碼 | 歷史 |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 13,039 | $14.3 萬 | <0.1% | +1,000+8.3% | 加碼 | 歷史 |
| CRKComstock Resources Inc | COM | 12,316 | $14.3 萬 | <0.1% | +12,316 | 新進 | 歷史 |
| RLXRLX Technology Inc. | SPONSORED ADS | 81,223 | $14.4 萬 | <0.1% | +5,449+7.2% | 加碼 | 歷史 |
| IONQIonQ, Inc. | COM | 10,632 | $14.4 萬 | <0.1% | +10,632 | 新進 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 18,746 | $14.4 萬 | <0.1% | −3,853−17.0% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 14,904 | $14.5 萬 | <0.1% | +14,904 | 新進 | 歷史 |
| FRGEForge Global Holdings, Inc. | COM | 60,000 | $14.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 5,748 | $14.6 萬 | <0.1% | +1,054+22.5% | 加碼 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 14,248 | $14.6 萬 | <0.1% | −373−2.6% | 減碼 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 10,575 | $14.7 萬 | <0.1% | +10,575 | 新進 | – |
| CHSChico's Fas, Inc. | COM | 27,473 | $14.7 萬 | <0.1% | −1,175−4.1% | 減碼 | 歷史 |
| SGUStar Group, L.P. | UNIT LTD PARTNR | 10,822 | $14.8 萬 | <0.1% | +16+0.1% | 加碼 | 歷史 |
| BKNBlackRock Investment Quality Municipal Trust, Inc. | COM | 12,799 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 17,458 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSRFisker Inc. | CL A COM STK | 26,487 | $14.9 萬 | <0.1% | −5,507−17.2% | 減碼 | 歷史 |
| FCELFuelcell Energy Inc | COM | 69,560 | $15.0 萬 | <0.1% | +2,702+4.0% | 加碼 | 歷史 |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 29,478 | $15.1 萬 | <0.1% | +10,758+57.5% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 15,175 | $15.1 萬 | <0.1% | −6,803−31.0% | 減碼 | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 12,042 | $15.6 萬 | <0.1% | +12,042 | 新進 | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 11,154 | $15.6 萬 | <0.1% | +11,085+16,065.2% | 加碼 | – |
| PKPark Hotels & Resorts Inc. | COM | 12,272 | $15.7 萬 | <0.1% | +1,781+17.0% | 加碼 | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 12,706 | $15.8 萬 | <0.1% | −1,238−8.9% | 減碼 | 歷史 |
| TZOOTravelzoo | COM NEW | 20,100 | $15.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 39,576 | $15.9 萬 | <0.1% | −41,292−51.1% | 減碼 | 歷史 |
| ECCEagle Point Credit Co | COM | 15,692 | $15.9 萬 | <0.1% | +835+5.6% | 加碼 | 歷史 |
| TBNKTerritorial Bancorp Inc. | COM | 13,044 | $16.0 萬 | <0.1% | −6,356−32.8% | 減碼 | 歷史 |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 11,742 | $16.1 萬 | <0.1% | −4,867−29.3% | 減碼 | 歷史 |
| ADTNADTRAN Holdings, Inc. | COM | 15,551 | $16.4 萬 | <0.1% | +15,551 | 新進 | 歷史 |
| PCQPIMCO California Municipal Income Fund | COM | 16,750 | $16.4 萬 | <0.1% | −3,141−15.8% | 減碼 | 歷史 |
| QSQuantumScape Corp | COM CL A | 20,547 | $16.4 萬 | <0.1% | +2,275+12.5% | 加碼 | 歷史 |
| CMRCCommerce.com, Inc. | COM SER 1 | 16,581 | $16.5 萬 | <0.1% | −21−0.1% | 減碼 | 歷史 |
| ADAMAdamas Trust, Inc. | COM | 16,745 | $16.6 萬 | <0.1% | +16,745 | 新進 | 歷史 |
| EQXEquinox Gold Corp. | COM | 36,584 | $16.8 萬 | <0.1% | +1,697+4.9% | 加碼 | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 33,821 | $16.8 萬 | <0.1% | +7,537+28.7% | 加碼 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 108,405 | $16.9 萬 | <0.1% | +21,304+24.5% | 加碼 | 歷史 |
| FINVFinVolution Group | SPONSORED ADS | 36,797 | $16.9 萬 | <0.1% | +26,059+242.7% | 加碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 11,821 | $17.0 萬 | <0.1% | +11,798+51,295.7% | 加碼 | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 16,754 | $17.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNKCinemark Holdings, Inc. | COM | 10,330 | $17.0 萬 | <0.1% | +10,330 | 新進 | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 25,674 | $17.2 萬 | <0.1% | +2,597+11.3% | 加碼 | 歷史 |
| FISIFinancial Institutions Inc | COM | 10,958 | $17.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 14,200 | $17.3 萬 | <0.1% | −1,444−9.2% | 減碼 | 歷史 |
| Curevac N VN2451R105 | COM | 16,721 | $17.4 萬 | <0.1% | +16,721 | 新進 | – |
| DISHDISH Network CORP | CL A | 26,477 | $17.4 萬 | <0.1% | +15,236+135.5% | 加碼 | 歷史 |
| PAASPan American Silver Corp | Stock | 11,981 | $17.5 萬 | <0.1% | +11,981 | 新進 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 14,013 | $17.6 萬 | <0.1% | +14,013 | 新進 | 歷史 |
| GOODGladstone Commercial Corp | COM | 14,233 | $17.6 萬 | <0.1% | +14,233 | 新進 | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 17,486 | $17.7 萬 | <0.1% | +17,486 | 新進 | 歷史 |
| BILIBilibili Inc. | SPONS ADS REP Z | 11,808 | $17.8 萬 | <0.1% | +2,778+30.8% | 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 |