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 |
|---|---|---|---|---|---|---|---|
| KEYSKeysight Technologies, Inc. | Stock | 32,386 | $542.3 萬 | <0.1% | +358+1.1% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 95,422 | $539.4 萬 | <0.1% | +11,329+13.5% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 205,619 | $536.3 萬 | <0.1% | +138,385+205.8% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 22,763 | $533.8 萬 | <0.1% | −11,499−33.6% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 47,579 | $533.5 萬 | <0.1% | +9,069+23.5% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 15,322 | $532.8 萬 | <0.1% | +1,516+11.0% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 283,327 | $532.4 萬 | <0.1% | +4,142+1.5% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 60,302 | $526.0 萬 | <0.1% | +4,396+7.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 78,519 | $523.4 萬 | <0.1% | −9,645−10.9% | 減碼 | – |
| NVRNVR Inc | COM | 817 | $518.8 萬 | <0.1% | +19+2.4% | 加碼 | 歷史 |
| ONEWOneWater Marine Inc. | CL A COM | 142,837 | $517.6 萬 | <0.1% | +142,837 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 82,392 | $515.9 萬 | <0.1% | +662+0.8% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 100,297 | $508.2 萬 | <0.1% | +20,690+26.0% | 加碼 | – |
| TSCOTractor Supply Co | COM | 22,971 | $507.9 萬 | <0.1% | +816+3.7% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 150,063 | $506.0 萬 | <0.1% | −47,088−23.9% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 26,376 | $504.5 萬 | <0.1% | −423−1.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 292,861 | $504.3 萬 | <0.1% | +36,619+14.3% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 66,666 | $503.7 萬 | <0.1% | +3,654+5.8% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 33,031 | $503.3 萬 | <0.1% | −240−0.7% | 減碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 86,126 | $503.1 萬 | <0.1% | +388+0.5% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 3,629 | $502.0 萬 | <0.1% | +804+28.5% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 48,357 | $501.7 萬 | <0.1% | −5,577−10.3% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 110,311 | $501.0 萬 | <0.1% | −4,891−4.2% | 減碼 | – |
| DASHDoorDash, Inc. | Stock | 64,931 | $496.2 萬 | <0.1% | −5,729−8.1% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 121,715 | $495.9 萬 | <0.1% | +9,262+8.2% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 16,816 | $493.2 萬 | <0.1% | −18−0.1% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 69,475 | $492.7 萬 | <0.1% | −748−1.1% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 55,634 | $490.9 萬 | <0.1% | +5,433+10.8% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 138,165 | $490.5 萬 | <0.1% | +31,709+29.8% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 48,438 | $487.4 萬 | <0.1% | +20,773+75.1% | 加碼 | – |
| XYZBlock, Inc. | CL A | 72,859 | $485.0 萬 | <0.1% | +9,971+15.9% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 84,282 | $484.1 萬 | <0.1% | +5,174+6.5% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 11,019 | $479.8 萬 | <0.1% | −11,154−50.3% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 146,990 | $479.6 萬 | <0.1% | −179,958−55.0% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 76,537 | $479.2 萬 | <0.1% | +3,587+4.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 29,440 | $477.1 萬 | <0.1% | +3,036+11.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 25,454 | $475.2 萬 | <0.1% | +491+2.0% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 39,100 | $475.1 萬 | <0.1% | −5,275−11.9% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 36,779 | $472.6 萬 | <0.1% | +2,204+6.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 85,399 | $472.5 萬 | <0.1% | +7,468+9.6% | 加碼 | – |
| URIUnited Rentals, Inc. | COM | 10,564 | $470.5 萬 | <0.1% | −4,529−30.0% | 減碼 | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 96,883 | $469.5 萬 | <0.1% | +162+0.2% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 115,809 | $465.8 萬 | <0.1% | +19,244+19.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 42,478 | $463.2 萬 | <0.1% | +2,880+7.3% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 50,427 | $461.7 萬 | <0.1% | +3,963+8.5% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 50,420 | $459.9 萬 | <0.1% | +3,355+7.1% | 加碼 | 歷史 |
| HCIHCI Group, Inc. | COM | 74,390 | $459.6 萬 | <0.1% | +200.0% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 91,066 | $459.4 萬 | <0.1% | −6,757−6.9% | 減碼 | – |
| WPCW. P. Carey Inc. | COM | 66,916 | $452.1 萬 | <0.1% | −2,537−3.7% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 81,412 | $445.3 萬 | <0.1% | +35,316+76.6% | 加碼 | 歷史 |
| CLFDClearfield, Inc. | COM | 93,916 | $444.7 萬 | <0.1% | +8,882+10.4% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 104,596 | $443.1 萬 | <0.1% | +82,992+384.2% | 加碼 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 40,673 | $440.6 萬 | <0.1% | −923−2.2% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 30,810 | $439.8 萬 | <0.1% | +2,366+8.3% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 6,117 | $439.5 萬 | <0.1% | +350+6.1% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 29,760 | $439.5 萬 | <0.1% | +698+2.4% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 67,072 | $438.9 萬 | <0.1% | −5,418−7.5% | 減碼 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 196,885 | $436.5 萬 | <0.1% | +660.0% | 加碼 | – |
| HUBSHubSpot Inc | COM | 8,193 | $435.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UHGUnited Homes Group, Inc. | CL A | 388,000 | $433.0 萬 | <0.1% | +388,000 | 新進 | 歷史 |
| PCARPaccar Inc | COM | 51,651 | $432.1 萬 | <0.1% | +6,338+14.0% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 59,830 | $430.9 萬 | <0.1% | +20,895+53.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 26,243 | $429.5 萬 | <0.1% | +787+3.1% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 106,845 | $427.4 萬 | <0.1% | +5,280+5.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 37,785 | $427.3 萬 | <0.1% | +4,105+12.2% | 加碼 | 歷史 |
| iShares Tr464288737 | GLB CNSM STP ETF | 69,688 | $426.4 萬 | <0.1% | −1,473−2.1% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 87,774 | $424.3 萬 | <0.1% | +18,958+27.5% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 14,874 | $423.7 萬 | <0.1% | +1,261+9.3% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 26,635 | $423.6 萬 | <0.1% | +1,700+6.8% | 加碼 | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 54,624 | $423.4 萬 | <0.1% | +5,370+10.9% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 34,484 | $419.1 萬 | <0.1% | −1,110−3.1% | 減碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 47,987 | $418.9 萬 | <0.1% | +3,151+7.0% | 加碼 | – |
| FITBFifth Third Bancorp | COM | 159,377 | $417.7 萬 | <0.1% | +12,159+8.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 60,297 | $417.3 萬 | <0.1% | +18,268+43.5% | 加碼 | – |
| AALAmerican Airlines Group Inc. | Stock | 232,319 | $416.8 萬 | <0.1% | +39,783+20.7% | 加碼 | 歷史 |
| UNMUnum Group | Stock | 87,352 | $416.7 萬 | <0.1% | +1,447+1.7% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 50,949 | $413.9 萬 | <0.1% | +976+2.0% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 95,123 | $413.0 萬 | <0.1% | +10,255+12.1% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 492,135 | $410.4 萬 | <0.1% | +8,890+1.8% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 8,499 | $408.6 萬 | <0.1% | +1,211+16.6% | 加碼 | 歷史 |
| SABRSabre Corp | COM | 1,276,186 | $407.1 萬 | <0.1% | +848,378+198.3% | 加碼 | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 122,497 | $406.6 萬 | <0.1% | +2,369+2.0% | 加碼 | – |
| WENWendy's Co | Stock | 185,844 | $404.2 萬 | <0.1% | −397,234−68.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 108,809 | $403.5 萬 | <0.1% | −23,073−17.5% | 減碼 | – |
| BAXBaxter International Inc | Stock | 87,619 | $399.2 萬 | <0.1% | −8,334−8.7% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 143,897 | $397.7 萬 | <0.1% | +1,382+1.0% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 168,636 | $395.8 萬 | <0.1% | +21,330+14.5% | 加碼 | – |
| PSAPublic Storage | COM | 13,526 | $394.8 萬 | <0.1% | −1,559−10.3% | 減碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 231,710 | $393.4 萬 | <0.1% | +7,664+3.4% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 49,164 | $391.3 萬 | <0.1% | +27,565+127.6% | 加碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 210,942 | $388.1 萬 | <0.1% | −8,695−4.0% | 減碼 | – |
| EQIXEquinix Inc | COM | 4,946 | $387.8 萬 | <0.1% | +577+13.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 35,432 | $387.5 萬 | <0.1% | +4,583+14.9% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 32,105 | $386.1 萬 | <0.1% | −4,077−11.3% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 2,920 | $384.4 萬 | <0.1% | +214+7.9% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 169,774 | $383.2 萬 | <0.1% | +6,091+3.7% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 18,655 | $381.7 萬 | <0.1% | +1,058+6.0% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,530 | $381.5 萬 | <0.1% | +240+18.6% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 80,726 | $380.8 萬 | <0.1% | +8,964+12.5% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 132,830 | $379.9 萬 | <0.1% | −4,928−3.6% | 減碼 | – |
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 |