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 |
|---|---|---|---|---|---|---|---|
| GRFSGrifols SA | SP ADR REP B NVT | 19,494 | $17.9 萬 | <0.1% | +6,123+45.8% | 加碼 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 15,121 | $17.9 萬 | <0.1% | −2,774−15.5% | 減碼 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 13,664 | $18.1 萬 | <0.1% | −3,186−18.9% | 減碼 | 歷史 |
| LBAILakeland Bancorp Inc | COM | 13,596 | $18.2 萬 | <0.1% | +13,596 | 新進 | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 27,079 | $18.2 萬 | <0.1% | +10,424+62.6% | 加碼 | – |
| DLTHDuluth Holdings Inc. | COM CL B | 29,513 | $18.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRSPBrightSpire Capital, Inc. | COM CL A | 27,721 | $18.7 萬 | <0.1% | +14,569+110.8% | 加碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 13,879 | $18.7 萬 | <0.1% | +1,130+8.9% | 加碼 | 歷史 |
| AGIAlamos Gold Inc | Stock | 15,790 | $18.8 萬 | <0.1% | −10−0.1% | 減碼 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 44,918 | $18.9 萬 | <0.1% | +2,034+4.7% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,819 | $18.9 萬 | <0.1% | −3,114−20.9% | 減碼 | – |
| EVGOEVgo Inc. | CL A COM | 47,468 | $19.0 萬 | <0.1% | −6,425−11.9% | 減碼 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 14,863 | $19.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 28,529 | $19.1 萬 | <0.1% | +7,297+34.4% | 加碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 27,177 | $19.2 萬 | <0.1% | +4,037+17.4% | 加碼 | 歷史 |
| ESTEEarthstone Energy Inc | CL A | 13,513 | $19.3 萬 | <0.1% | +1,451+12.0% | 加碼 | 歷史 |
| LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc. | COM | 10,633 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 38,031 | $19.5 萬 | <0.1% | +5,635+17.4% | 加碼 | – |
| GGBGerdau S.A. | SPON ADR REP PFD | 37,331 | $19.5 萬 | <0.1% | +23,782+175.5% | 加碼 | 歷史 |
| CIONCION Investment Corp | COM | 18,875 | $19.6 萬 | <0.1% | −160−0.8% | 減碼 | 歷史 |
| LADRLadder Capital Corp | CL A | 18,244 | $19.8 萬 | <0.1% | +7,863+75.7% | 加碼 | 歷史 |
| ECEcopetrol S.A. | SPONSORED ADS | 19,319 | $19.8 萬 | <0.1% | +19,319 | 新進 | 歷史 |
| HBNCHorizon Bancorp Inc | COM | 19,047 | $19.8 萬 | <0.1% | −6,379−25.1% | 減碼 | 歷史 |
| SXCSunCoke Energy, Inc. | COM | 25,202 | $19.8 萬 | <0.1% | +25,202 | 新進 | 歷史 |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 75,806 | $19.9 萬 | <0.1% | +300+0.4% | 加碼 | 歷史 |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 18,500 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 3,479 | $20.0 萬 | <0.1% | +3,479 | 新進 | – |
| NODKNI Holdings, Inc. | COM | 13,533 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOMOHello Group Inc. | ADS | 20,935 | $20.1 萬 | <0.1% | −270−1.3% | 減碼 | 歷史 |
| ADNTAdient plc | Stock | 5,279 | $20.2 萬 | <0.1% | +5,279 | 新進 | 歷史 |
| MDRXVeradigm Inc. | COM | 16,089 | $20.3 萬 | <0.1% | +5,622+53.7% | 加碼 | 歷史 |
| LUNGPulmonx Corp | COM | 15,465 | $20.3 萬 | <0.1% | +246+1.6% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 1,013 | $20.3 萬 | <0.1% | +1,013 | 新進 | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,139 | $20.3 萬 | <0.1% | +2,139 | 新進 | – |
| WisdomTree Tr97717W786 | INTL DIV EX FINL | 5,211 | $20.3 萬 | <0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L573 | STRIVE 2000 ETF | 7,647 | $20.3 萬 | <0.1% | +7,647 | 新進 | – |
| AVNTAvient Corp | COM | 4,986 | $20.4 萬 | <0.1% | +4,986 | 新進 | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 25,992 | $20.4 萬 | <0.1% | −1,138−4.2% | 減碼 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 17,080 | $20.4 萬 | <0.1% | −7,643−30.9% | 減碼 | 歷史 |
| MSEXMiddlesex Water Co | COM | 2,537 | $20.5 萬 | <0.1% | +2,537 | 新進 | 歷史 |
| INVAInnoviva, Inc. | COM | 16,091 | $20.5 萬 | <0.1% | +16,091 | 新進 | 歷史 |
| CNXCConcentrix Corp | Stock | 2,540 | $20.5 萬 | <0.1% | +737+40.9% | 加碼 | 歷史 |
| BSBRBanco Santander (Brasil) S.A. | ADS REP 1 UNIT | 32,302 | $20.5 萬 | <0.1% | +20,837+181.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 8,827 | $20.6 萬 | <0.1% | −16−0.2% | 減碼 | – |
| SNBRQSleep Number Corp | COM | 7,543 | $20.6 萬 | <0.1% | +97+1.3% | 加碼 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 2,877 | $20.6 萬 | <0.1% | +2,877 | 新進 | – |
| EOTEaton Vance National Municipal Opportunities Trust | COM SHS | 11,882 | $20.6 萬 | <0.1% | +500+4.4% | 加碼 | 歷史 |
| NVRIEnviri Corp | COM | 20,899 | $20.6 萬 | <0.1% | +1,219+6.2% | 加碼 | 歷史 |
| OSBCOld Second Bancorp Inc | COM | 15,803 | $20.6 萬 | <0.1% | −46−0.3% | 減碼 | 歷史 |
| IOSPInnospec Inc. | COM | 2,061 | $20.7 萬 | <0.1% | +2,061 | 新進 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 3,229 | $20.7 萬 | <0.1% | +3,229 | 新進 | 歷史 |
| QCRHQCR Holdings Inc | COM | 5,072 | $20.8 萬 | <0.1% | +5,072 | 新進 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 5,852 | $20.8 萬 | <0.1% | +5,852 | 新進 | – |
| FLSFlowserve Corp | COM | 5,611 | $20.8 萬 | <0.1% | +5,604+80,057.1% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 2,783 | $20.9 萬 | <0.1% | −3,855−58.1% | 減碼 | – |
| PGNYProgyny, Inc. | COM | 5,308 | $20.9 萬 | <0.1% | +5,308 | 新進 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 11,141 | $20.9 萬 | <0.1% | +408+3.8% | 加碼 | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 6,661 | $20.9 萬 | <0.1% | −16,065−70.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 4,063 | $20.9 萬 | <0.1% | −265−6.1% | 減碼 | – |
| SUZSuzano S.A. | SPON ADS | 22,728 | $21.0 萬 | <0.1% | +2,223+10.8% | 加碼 | 歷史 |
| EQBKEquity Bancshares Inc | COM CL A | 9,205 | $21.0 萬 | <0.1% | +9,205 | 新進 | 歷史 |
| BAFNBayFirst Financial Corp. | COM | 15,568 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RGCORGC Resources Inc | COM | 10,500 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 987 | $21.0 萬 | <0.1% | +987 | 新進 | – |
| Timothy Plan887432359 | US LRGMD CP CORE | 5,864 | $21.1 萬 | <0.1% | +17+0.3% | 加碼 | – |
| RLRalph Lauren Corp | CL A | 1,712 | $21.1 萬 | <0.1% | +1,712 | 新進 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 18,182 | $21.1 萬 | <0.1% | −505−2.7% | 減碼 | 歷史 |
| SSLSasol Ltd | SPONSORED ADR | 17,100 | $21.2 萬 | <0.1% | +7,073+70.5% | 加碼 | 歷史 |
| YORWYork Water Co | COM | 5,132 | $21.2 萬 | <0.1% | +5,132 | 新進 | 歷史 |
| Legg Mason ETF Invt Tr52468L786 | WESTN AST SHRT | 9,069 | $21.2 萬 | <0.1% | +9,069 | 新進 | – |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 19,894 | $21.2 萬 | <0.1% | +5,016+33.7% | 加碼 | – |
| SFNCSimmons First National Corp | CL A $1 PAR | 12,315 | $21.2 萬 | <0.1% | −2,111−14.6% | 減碼 | 歷史 |
| KNFKnife River Corp | Stock | 4,888 | $21.3 萬 | <0.1% | +4,888 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 3,188 | $21.3 萬 | <0.1% | −27−0.8% | 減碼 | 歷史 |
| PFGCPerformance Food Group Co | COM | 3,547 | $21.4 萬 | <0.1% | −512−12.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 9,604 | $21.4 萬 | <0.1% | +9,604 | 新進 | – |
| OPKOpko Health, Inc. | COM | 98,745 | $21.4 萬 | <0.1% | −1,355−1.4% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 4,267 | $21.5 萬 | <0.1% | −7−0.2% | 減碼 | – |
| NATINational Instruments Corp | COM | 3,746 | $21.5 萬 | <0.1% | −560−13.0% | 減碼 | 歷史 |
| ALGAlamo Group Inc | COM | 1,170 | $21.5 萬 | <0.1% | +6+0.5% | 加碼 | 歷史 |
| AXTIAxt Inc | COM | 62,586 | $21.5 萬 | <0.1% | +62,586 | 新進 | 歷史 |
| ENSEnerSys | COM | 1,986 | $21.6 萬 | <0.1% | +1,986 | 新進 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 12,855 | $21.6 萬 | <0.1% | −4,387−25.4% | 減碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 1,378 | $21.7 萬 | <0.1% | −77−5.3% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 17,668 | $21.7 萬 | <0.1% | +20.0% | 加碼 | 歷史 |
| PGREParamount Group, Inc. | COM | 48,996 | $21.7 萬 | <0.1% | +21,555+78.6% | 加碼 | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 4,643 | $21.7 萬 | <0.1% | +4,643 | 新進 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 9,813 | $21.7 萬 | <0.1% | −2,678−21.4% | 減碼 | – |
| ALGMAllegro Microsystems, Inc. | COM | 4,834 | $21.8 萬 | <0.1% | +4,834 | 新進 | 歷史 |
| BBDCBarings BDC, Inc. | COM | 27,846 | $21.8 萬 | <0.1% | −28,570−50.6% | 減碼 | 歷史 |
| RYNRayonier Inc | COM | 6,955 | $21.8 萬 | <0.1% | −913−11.6% | 減碼 | 歷史 |
| Global X FDS37950E101 | FTSE NORDIC REG | 9,450 | $21.8 萬 | <0.1% | +9,450 | 新進 | – |
| NBRNabors Industries Ltd | SHS | 2,349 | $21.9 萬 | <0.1% | +635+37.0% | 加碼 | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM CL A | 31,798 | $21.9 萬 | <0.1% | +4,572+16.8% | 加碼 | 歷史 |
| NMRKNewmark Group, Inc. | CL A | 35,243 | $21.9 萬 | <0.1% | +8,836+33.5% | 加碼 | 歷史 |
| USLUnited States 12 Month Oil Fund, LP | UNIT BEN INT | 6,750 | $22.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NNINelnet Inc | CL A | 2,286 | $22.1 萬 | <0.1% | +35+1.6% | 加碼 | 歷史 |
| APGAPi Group Corp | COM STK | 8,102 | $22.1 萬 | <0.1% | +8,102 | 新進 | 歷史 |
| BCOBrinks Co | COM | 3,258 | $22.1 萬 | <0.1% | +3,258 | 新進 | 歷史 |
| DHYUBS Asset Management High Yield Credit Fund | SH BEN INT | 116,983 | $22.1 萬 | <0.1% | 00.0% | 不變 | 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 |