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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 371,532 | $2,267 萬 | <0.1% | −129,120−25.8% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 392,258 | $2,258 萬 | <0.1% | −9,861−2.5% | 減碼 | – |
| DHRDanaher Corp | Stock | 93,908 | $2,254 萬 | <0.1% | +1,346+1.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 681,181 | $2,251 萬 | <0.1% | +100,759+17.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 89,947 | $2,250 萬 | <0.1% | −1,872−2.0% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 399,374 | $2,219 萬 | <0.1% | +15,295+4.0% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 344,789 | $2,205 萬 | <0.1% | +18,214+5.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 127,098 | $2,204 萬 | <0.1% | −4,655−3.5% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 230,013 | $2,194 萬 | <0.1% | +16,750+7.9% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 169,648 | $2,174 萬 | <0.1% | +3,880+2.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 123,390 | $2,149 萬 | <0.1% | +6,635+5.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 96,577 | $2,123 萬 | <0.1% | +3,480+3.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 69,356 | $2,116 萬 | <0.1% | +7,453+12.0% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 195,669 | $2,106 萬 | <0.1% | −11,535−5.6% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 462,719 | $2,096 萬 | <0.1% | +9,712+2.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 64,412 | $2,078 萬 | <0.1% | +1,741+2.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 228,617 | $2,052 萬 | <0.1% | −1,053−0.5% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 232,498 | $2,051 萬 | <0.1% | +714+0.3% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 200,897 | $2,025 萬 | <0.1% | +5,759+3.0% | 加碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 1,300,195 | $2,008 萬 | <0.1% | −10,892−0.8% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 236,224 | $2,007 萬 | <0.1% | +9,111+4.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 43,682 | $2,001 萬 | <0.1% | +2,451+5.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 786,598 | $1,996 萬 | <0.1% | −27,273−3.4% | 減碼 | – |
| TAT&T Inc. | Stock | 1,251,061 | $1,995 萬 | <0.1% | −69,857−5.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 283,280 | $1,990 萬 | <0.1% | +11,611+4.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 208,409 | $1,986 萬 | <0.1% | +33,215+19.0% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 66,223 | $1,984 萬 | <0.1% | +2,351+3.7% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 57,353 | $1,972 萬 | <0.1% | −29,815−34.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 186,276 | $1,930 萬 | <0.1% | +23,657+14.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 225,291 | $1,910 萬 | <0.1% | +9,673+4.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 98,828 | $1,903 萬 | <0.1% | +2,100+2.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 124,612 | $1,901 萬 | <0.1% | −586−0.5% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 283,351 | $1,901 萬 | <0.1% | −15,194−5.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 92,248 | $1,898 萬 | <0.1% | +6,641+7.8% | 加碼 | – |
| BXBlackstone Inc. | COM | 201,998 | $1,878 萬 | <0.1% | +15,166+8.1% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 466,393 | $1,874 萬 | <0.1% | +11,978+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 677,407 | $1,851 萬 | <0.1% | −15,804−2.3% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 699,780 | $1,844 萬 | <0.1% | −55,753−7.4% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 496,084 | $1,843 萬 | <0.1% | −201,783−28.9% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 19,086 | $1,823 萬 | <0.1% | +2,595+15.7% | 加碼 | 歷史 |
| RSReliance, Inc. | COM | 66,408 | $1,804 萬 | <0.1% | −1,967−2.9% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 109,871 | $1,771 萬 | <0.1% | +3,957+3.7% | 加碼 | – |
| NUENucor Corp | COM | 107,724 | $1,766 萬 | <0.1% | −676−0.6% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 358,202 | $1,765 萬 | <0.1% | −7,001−1.9% | 減碼 | – |
| TYLTyler Technologies Inc | COM | 42,370 | $1,765 萬 | <0.1% | −2,334−5.2% | 減碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 227,197 | $1,759 萬 | <0.1% | −3,520−1.5% | 減碼 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 439,178 | $1,739 萬 | <0.1% | +49,367+12.7% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 118,473 | $1,733 萬 | <0.1% | +45,682+62.8% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 230,057 | $1,710 萬 | <0.1% | −1,961−0.8% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 77,729 | $1,707 萬 | <0.1% | +31,637+68.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 153,322 | $1,684 萬 | <0.1% | +2,745+1.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 217,244 | $1,674 萬 | <0.1% | +7,236+3.4% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 196,059 | $1,650 萬 | <0.1% | +498+0.3% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 195,332 | $1,645 萬 | <0.1% | −434−0.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 48,090 | $1,644 萬 | <0.1% | +5,487+12.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 140,793 | $1,642 萬 | <0.1% | +1,034+0.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 83,950 | $1,635 萬 | <0.1% | +9,832+13.3% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 147,290 | $1,630 萬 | <0.1% | −254−0.2% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 200,275 | $1,618 萬 | <0.1% | +15,120+8.2% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 170,920 | $1,612 萬 | <0.1% | +9,052+5.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 198,537 | $1,610 萬 | <0.1% | +8,474+4.5% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 274,398 | $1,610 萬 | <0.1% | −1,232−0.4% | 減碼 | – |
| ICLRIcon PLC | COM | 64,102 | $1,604 萬 | <0.1% | +387+0.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 63,091 | $1,564 萬 | <0.1% | +3,303+5.5% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 134,925 | $1,537 萬 | <0.1% | −1,440−1.1% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 121,109 | $1,528 萬 | <0.1% | +4,165+3.6% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 80,911 | $1,522 萬 | <0.1% | +4,471+5.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 314,342 | $1,511 萬 | <0.1% | −68,909−18.0% | 減碼 | – |
| CSXCSX Corp | Stock | 442,131 | $1,508 萬 | <0.1% | +20,905+5.0% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 167,652 | $1,507 萬 | <0.1% | +2,214+1.3% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 214,789 | $1,498 萬 | <0.1% | −12,894−5.7% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 61,074 | $1,495 萬 | <0.1% | −1,977−3.1% | 減碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 661,537 | $1,492 萬 | <0.1% | +75,108+12.8% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 353,848 | $1,482 萬 | <0.1% | +81,424+29.9% | 加碼 | – |
| EMREmerson Electric Co | Stock | 163,781 | $1,480 萬 | <0.1% | +7,977+5.1% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 65,285 | $1,480 萬 | <0.1% | +614+0.9% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 32,400 | $1,477 萬 | <0.1% | −312−1.0% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 105,467 | $1,465 萬 | <0.1% | +29,998+39.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 36,330 | $1,456 萬 | <0.1% | +6,291+20.9% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 109,748 | $1,453 萬 | <0.1% | −396−0.4% | 減碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 632,862 | $1,443 萬 | <0.1% | +166,366+35.7% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 149,855 | $1,425 萬 | <0.1% | −1,387−0.9% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 87,880 | $1,422 萬 | <0.1% | +9,310+11.8% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 301,199 | $1,387 萬 | <0.1% | +25,905+9.4% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 605,304 | $1,376 萬 | <0.1% | +70,590+13.2% | 加碼 | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 605,313 | $1,374 萬 | <0.1% | +966+0.2% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 142,382 | $1,360 萬 | <0.1% | −525−0.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 444,832 | $1,357 萬 | <0.1% | −10,637−2.3% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 19,592 | $1,354 萬 | <0.1% | +92+0.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 158,101 | $1,350 萬 | <0.1% | +10,866+7.4% | 加碼 | 歷史 |
| HSYHershey Co | COM | 53,957 | $1,347 萬 | <0.1% | +988+1.9% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 149,735 | $1,333 萬 | <0.1% | +289+0.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 560,548 | $1,326 萬 | <0.1% | −24,294−4.2% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 29,589 | $1,315 萬 | <0.1% | +5,720+24.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 34,299 | $1,307 萬 | <0.1% | +5,041+17.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 23,146 | $1,301 萬 | <0.1% | +766+3.4% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 171,168 | $1,284 萬 | <0.1% | −12,867−7.0% | 減碼 | – |
| MMM3M Co | Stock | 127,811 | $1,279 萬 | <0.1% | −10,503−7.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 17,593 | $1,275 萬 | <0.1% | −939−5.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 184,334 | $1,274 萬 | <0.1% | +9,656+5.5% | 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 |