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 |
|---|---|---|---|---|---|---|---|
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 21,035 | $274.8 萬 | <0.1% | +6,487+44.6% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 118,015 | $270.3 萬 | <0.1% | +118,015 | 新進 | – |
| RFRegions Financial Corp | COM | 151,642 | $270.2 萬 | <0.1% | −2,566−1.7% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 51,316 | $269.3 萬 | <0.1% | +6,625+14.8% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 24,463 | $266.5 萬 | <0.1% | +1,190+5.1% | 加碼 | 歷史 |
| SAICScience Applications International Corp | COM | 23,650 | $266.0 萬 | <0.1% | −22−0.1% | 減碼 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 114,995 | $266.0 萬 | <0.1% | −3,889−3.3% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 14,118 | $264.7 萬 | <0.1% | +1,968+16.2% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 45,854 | $263.8 萬 | <0.1% | +385+0.8% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 15,764 | $263.4 萬 | <0.1% | +671+4.4% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 9,031 | $262.8 萬 | <0.1% | −116−1.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 171,331 | $262.7 萬 | <0.1% | +57,929+51.1% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 7,147 | $262.6 萬 | <0.1% | +681+10.5% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 63,797 | $261.6 萬 | <0.1% | −9,001−12.4% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 11,521 | $260.4 萬 | <0.1% | +2,890+33.5% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 22,498 | $257.6 萬 | <0.1% | +162+0.7% | 加碼 | 歷史 |
| SIGISelective Insurance Group Inc | COM | 26,798 | $257.1 萬 | <0.1% | +2,098+8.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 35,828 | $256.7 萬 | <0.1% | +1,190+3.4% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 9,011 | $255.2 萬 | <0.1% | +512+6.0% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 41,077 | $254.1 萬 | <0.1% | +7,161+21.1% | 加碼 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 44,129 | $253.4 萬 | <0.1% | −1,010−2.2% | 減碼 | – |
| MFCManulife Financial Corp | COM | 133,452 | $252.4 萬 | <0.1% | +38,836+41.0% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 95,501 | $251.5 萬 | <0.1% | +826+0.9% | 加碼 | – |
| FSLRFirst Solar, Inc. | Stock | 13,198 | $250.9 萬 | <0.1% | −250−1.9% | 減碼 | 歷史 |
| RLIRli Corp | COM | 18,186 | $248.2 萬 | <0.1% | +1,271+7.5% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 21,245 | $247.9 萬 | <0.1% | +331+1.6% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 56,054 | $247.4 萬 | <0.1% | +5,916+11.8% | 加碼 | – |
| HRBH&R Block Inc | COM | 77,226 | $246.1 萬 | <0.1% | +41,148+114.1% | 加碼 | 歷史 |
| CFBCrossfirst Bankshares, Inc. | COM | 245,925 | $245.9 萬 | <0.1% | +5,719+2.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 18,635 | $244.8 萬 | <0.1% | +4,180+28.9% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 4,794 | $243.2 萬 | <0.1% | −2,320−32.6% | 減碼 | – |
| MASIMasimo Corp | COM | 14,705 | $242.0 萬 | <0.1% | +3,332+29.3% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 19,864 | $241.7 萬 | <0.1% | +2,278+13.0% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 8,386 | $241.7 萬 | <0.1% | +80+1.0% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 143,394 | $240.9 萬 | <0.1% | −179−0.1% | 減碼 | 歷史 |
| MACMacerich Co | COM | 213,286 | $240.4 萬 | <0.1% | +67,585+46.4% | 加碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 527,584 | $239.0 萬 | <0.1% | +7,926+1.5% | 加碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 41,159 | $238.7 萬 | <0.1% | −1,103−2.6% | 減碼 | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 51,247 | $238.5 萬 | <0.1% | +3,058+6.3% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 92,396 | $237.5 萬 | <0.1% | +53,348+136.6% | 加碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 26,798 | $237.3 萬 | <0.1% | −2,181−7.5% | 減碼 | – |
| RIGTransocean Ltd. | REGISTERED SHS | 336,762 | $236.1 萬 | <0.1% | −3,811−1.1% | 減碼 | 歷史 |
| SKYWSkywest Inc | COM | 57,760 | $235.2 萬 | <0.1% | −1,679−2.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 43,979 | $234.6 萬 | <0.1% | +85+0.2% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,787 | $234.6 萬 | <0.1% | −7,764−25.4% | 減碼 | – |
| FSKFS KKR Capital Corp | COM | 121,855 | $233.7 萬 | <0.1% | +10,098+9.0% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 10,454 | $233.2 萬 | <0.1% | +2,725+35.3% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 34,438 | $232.3 萬 | <0.1% | −109−0.3% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 25,885 | $232.3 萬 | <0.1% | +4,146+19.1% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 16,144 | $232.0 萬 | <0.1% | +157+1.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 150,580 | $231.3 萬 | <0.1% | −8,423−5.3% | 減碼 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 40,720 | $231.0 萬 | <0.1% | +12,258+43.1% | 加碼 | 歷史 |
| OGSONE Gas, Inc. | COM | 29,936 | $229.9 萬 | <0.1% | +1,417+5.0% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 11,936 | $229.7 萬 | <0.1% | +587+5.2% | 加碼 | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 53,322 | $228.4 萬 | <0.1% | +899+1.7% | 加碼 | – |
| GLGlobe Life Inc. | COM | 20,824 | $228.3 萬 | <0.1% | −960−4.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 126,210 | $227.8 萬 | <0.1% | −171−0.1% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 29,645 | $227.7 萬 | <0.1% | +192+0.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 13,211 | $227.0 萬 | <0.1% | −666−4.8% | 減碼 | – |
| EAElectronic Arts Inc. | COM | 17,325 | $224.7 萬 | <0.1% | +1,244+7.7% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 9,347 | $224.5 萬 | <0.1% | +1,146+14.0% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 304,419 | $224.4 萬 | <0.1% | +100,306+49.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 29,818 | $224.3 萬 | <0.1% | +3,154+11.8% | 加碼 | – |
| WRBBerkley W R Corp | COM | 37,599 | $223.9 萬 | <0.1% | +2,721+7.8% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 35,102 | $223.3 萬 | <0.1% | +656+1.9% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 21,521 | $223.3 萬 | <0.1% | −12,002−35.8% | 減碼 | – |
| ONTOnterris, Inc. | COM | 52,924 | $222.9 萬 | <0.1% | +815+1.6% | 加碼 | 歷史 |
| MGAMagna International Inc | COM | 39,476 | $222.8 萬 | <0.1% | +30,936+362.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 73,990 | $222.8 萬 | <0.1% | −39,066−34.6% | 減碼 | – |
| TECHBIO-TECHNE Corp | COM | 27,045 | $220.8 萬 | <0.1% | −1,844−6.4% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 17,837 | $220.7 萬 | <0.1% | −3,612−16.8% | 減碼 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 74,295 | $220.4 萬 | <0.1% | −3,725−4.8% | 減碼 | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 35,445 | $220.1 萬 | <0.1% | −237−0.7% | 減碼 | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 60,247 | $219.9 萬 | <0.1% | −6,289−9.5% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 33,630 | $219.5 萬 | <0.1% | +1,137+3.5% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 13,387 | $219.2 萬 | <0.1% | +288+2.2% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 81,990 | $217.8 萬 | <0.1% | +3,773+4.8% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 49,793 | $217.6 萬 | <0.1% | +17,168+52.6% | 加碼 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 275,689 | $217.5 萬 | <0.1% | −135,067−32.9% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 12,944 | $216.8 萬 | <0.1% | +1,520+13.3% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 23,216 | $216.5 萬 | <0.1% | +13,620+141.9% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 9,564 | $216.0 萬 | <0.1% | −654−6.4% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 50,584 | $215.8 萬 | <0.1% | +5,552+12.3% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 22,145 | $215.6 萬 | <0.1% | −3,647−14.1% | 減碼 | 歷史 |
| ATRIAtrion Corp | COM | 3,807 | $215.4 萬 | <0.1% | +5+0.1% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 37,859 | $213.8 萬 | <0.1% | +16,739+79.3% | 加碼 | – |
| RELXRELX PLC | SPONSORED ADR | 63,379 | $211.9 萬 | <0.1% | +9,468+17.6% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 9,388 | $211.7 萬 | <0.1% | +1,386+17.3% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 21,371 | $210.5 萬 | <0.1% | −563−2.6% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 10,783 | $210.4 萬 | <0.1% | +25+0.2% | 加碼 | 歷史 |
| BMOBank of Montreal | COM | 23,106 | $208.7 萬 | <0.1% | +2,629+12.8% | 加碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 39,231 | $208.6 萬 | <0.1% | −858−2.1% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 62,764 | $208.4 萬 | <0.1% | +18,540+41.9% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 33,267 | $206.9 萬 | <0.1% | −2,453−6.9% | 減碼 | – |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 71,164 | $206.6 萬 | <0.1% | +56,043+370.6% | 加碼 | 歷史 |
| GIBCgi Inc | CL A | 19,593 | $206.6 萬 | <0.1% | +3,199+19.5% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 5,025 | $206.5 萬 | <0.1% | +304+6.4% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 22,467 | $206.3 萬 | <0.1% | +3,593+19.0% | 加碼 | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 78,568 | $205.7 萬 | <0.1% | −1,504−1.9% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 76,639 | $205.2 萬 | <0.1% | −1,057−1.4% | 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 |