Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2023 年第 3 季持倉
持倉截至 2023/9/30,2023/11/16 申報。只含多頭部位,變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 2,808
- 較 2023 年第 2 季 +278
- 總值
- $749.3 億
- 較 2023 年第 2 季 −$1.22 億 (−0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 771,615 | $7,085 萬 | 0.1% | +28,014+3.8% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 492,035 | $7,052 萬 | 0.1% | +26,893+5.8% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,658,474 | $6,793 萬 | 0.1% | −7,003−0.4% | 減碼 | – |
| ORCLOracle Corp | Stock | 615,038 | $6,514 萬 | 0.1% | +55,766+10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,137,933 | $6,118 萬 | 0.1% | +96,127+9.2% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 2,230,014 | $6,101 萬 | 0.1% | −144,459−6.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 525,915 | $6,049 萬 | 0.1% | +66,745+14.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 219,849 | $5,987 萬 | 0.1% | +9,063+4.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 71,641 | $5,950 萬 | 0.1% | +15,389+27.4% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,176,542 | $5,934 萬 | 0.1% | +52,056+4.6% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 116,941 | $5,919 萬 | 0.1% | +36,587+45.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 611,664 | $5,849 萬 | 0.1% | +177,484+40.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,061,733 | $5,507 萬 | 0.1% | +48,224+4.8% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 241,962 | $5,424 萬 | 0.1% | +57,240+31.0% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 127,559 | $5,292 萬 | 0.1% | +19,385+17.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 259,538 | $5,263 萬 | 0.1% | +57,037+28.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 909,992 | $5,242 萬 | 0.1% | −51,987−5.4% | 減碼 | – |
| NEENextera Energy Inc | Stock | 914,838 | $5,241 萬 | 0.1% | +192,804+26.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 1,167,191 | $5,175 萬 | 0.1% | +298,717+34.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 636,046 | $5,155 萬 | 0.1% | +116,400+22.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 592,697 | $5,151 萬 | 0.1% | +201,496+51.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 240,405 | $5,127 萬 | 0.1% | +69,632+40.8% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,692,019 | $5,123 萬 | 0.1% | +58,887+3.6% | 加碼 | – |
| BABoeing Co | Stock | 267,118 | $5,120 萬 | 0.1% | +7,817+3.0% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 864,037 | $5,005 萬 | 0.1% | +67,084+8.4% | 加碼 | – |
| PFEPfizer Inc | Stock | 1,472,024 | $4,883 萬 | 0.1% | +60,660+4.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 118,561 | $4,849 萬 | 0.1% | +39,291+49.6% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 477,683 | $4,784 萬 | 0.1% | +159,221+50.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 635,167 | $4,773 萬 | 0.1% | +324,835+104.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 230,453 | $4,693 萬 | 0.1% | +1,942+0.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 72,995 | $4,575 萬 | 0.1% | +25,026+52.2% | 加碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 1,417,453 | $4,571 萬 | 0.1% | −66,233−4.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 167,131 | $4,563 萬 | 0.1% | +4,988+3.1% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 447,582 | $4,559 萬 | 0.1% | +146,327+48.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 1,598,677 | $4,508 萬 | 0.1% | −141,126−8.1% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 637,395 | $4,424 萬 | 0.1% | +162,864+34.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 1,217,222 | $4,327 萬 | 0.1% | +39,460+3.4% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 387,524 | $4,281 萬 | 0.1% | −22,207−5.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 158,409 | $4,257 萬 | 0.1% | +15,216+10.6% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 121,528 | $4,226 萬 | 0.1% | +52,243+75.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 376,693 | $4,184 萬 | 0.1% | +17,870+5.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 110,529 | $4,174 萬 | 0.1% | −1,648−1.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 373,349 | $4,128 萬 | 0.1% | +128,550+52.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 313,369 | $4,104 萬 | 0.1% | +1,052+0.3% | 加碼 | – |
| TDToronto Dominion Bank | Stock | 680,539 | $4,101 萬 | 0.1% | +281,486+70.5% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,814,745 | $4,096 萬 | 0.1% | −38,114−2.1% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 654,806 | $4,053 萬 | 0.1% | +31,691+5.1% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 1,203,607 | $4,050 萬 | 0.1% | +31,281+2.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 554,580 | $4,033 萬 | 0.1% | +86,009+18.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 532,616 | $4,004 萬 | 0.1% | −1,145−0.2% | 減碼 | – |
| HONHoneywell International Inc | COM | 213,234 | $3,939 萬 | 0.1% | +38,899+22.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 431,556 | $3,939 萬 | 0.1% | +66,111+18.1% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 540,521 | $3,912 萬 | 0.1% | −6,417−1.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 241,352 | $3,849 萬 | 0.1% | −1,899−0.8% | 減碼 | – |
| CBChubb Ltd | Stock | 184,765 | $3,846 萬 | 0.1% | +85,937+87.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 319,646 | $3,841 萬 | 0.1% | +89,633+39.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 183,935 | $3,823 萬 | 0.1% | +14,679+8.7% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 391,230 | $3,792 萬 | 0.1% | +22,589+6.1% | 加碼 | – |
| MCKMcKesson Corp | Stock | 85,229 | $3,706 萬 | <0.1% | +23,785+38.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 237,717 | $3,705 萬 | <0.1% | +15,180+6.8% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 2,913,361 | $3,618 萬 | <0.1% | +909,289+45.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 628,184 | $3,578 萬 | <0.1% | −6,598−1.0% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 940,906 | $3,571 萬 | <0.1% | +29,800+3.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 333,925 | $3,546 萬 | <0.1% | +27,036+8.8% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 707,984 | $3,529 萬 | <0.1% | +2100.0% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 383,221 | $3,501 萬 | <0.1% | −21,073−5.2% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 497,400 | $3,444 萬 | <0.1% | +28,682+6.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 243,112 | $3,411 萬 | <0.1% | +17,539+7.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 401,410 | $3,371 萬 | <0.1% | +165,186+69.9% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 488,728 | $3,344 萬 | <0.1% | +23,319+5.0% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 1,025,861 | $3,325 萬 | <0.1% | +222,348+27.7% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 479,584 | $3,315 萬 | <0.1% | +3,404+0.7% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 805,404 | $3,291 萬 | <0.1% | +127,210+18.8% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 144,816 | $3,286 萬 | <0.1% | +9,297+6.9% | 加碼 | – |
| BSYBentley Systems Inc | COM CL B | 652,476 | $3,273 萬 | <0.1% | +2,981+0.5% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 232,658 | $3,246 萬 | <0.1% | +25,252+12.2% | 加碼 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 1,330,050 | $3,168 萬 | <0.1% | +38,028+2.9% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 257,024 | $3,111 萬 | <0.1% | +232,668+955.3% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 795,759 | $3,083 萬 | <0.1% | +63,393+8.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 178,361 | $3,058 萬 | <0.1% | +10,505+6.3% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 908,086 | $3,042 萬 | <0.1% | +412,002+83.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 278,116 | $2,994 萬 | <0.1% | −30,745−10.0% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 290,644 | $2,988 萬 | <0.1% | +25,314+9.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 180,517 | $2,959 萬 | <0.1% | +14,613+8.8% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 233,376 | $2,958 萬 | <0.1% | −7,440−3.1% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,115,755 | $2,923 萬 | <0.1% | +16,075+1.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 201,523 | $2,855 萬 | <0.1% | +20,100+11.1% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 100,572 | $2,850 萬 | <0.1% | +34,349+51.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 812,512 | $2,843 萬 | <0.1% | −79,486−8.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 394,853 | $2,842 萬 | <0.1% | +18,727+5.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 526,944 | $2,820 萬 | <0.1% | −38,030−6.7% | 減碼 | – |
| PXDPioneer Natural Resources Co | COM | 122,262 | $2,807 萬 | <0.1% | −5,883−4.6% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 316,046 | $2,806 萬 | <0.1% | +292,830+1,261.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 116,403 | $2,800 萬 | <0.1% | +19,826+20.5% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 276,225 | $2,788 萬 | <0.1% | −8,331−2.9% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 837,191 | $2,768 萬 | <0.1% | +156,010+22.9% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 545,857 | $2,756 萬 | <0.1% | −12,598−2.3% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 552,855 | $2,755 萬 | <0.1% | +79,825+16.9% | 加碼 | – |
| DEDeere & Co | Stock | 72,746 | $2,745 萬 | <0.1% | +7,954+12.3% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 110,139 | $2,712 萬 | <0.1% | +46,037+71.8% | 加碼 | 歷史 |
選擇權(78 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 | $2,724 | $267.1 萬 |
| GOOGAlphabet Inc. | Stock | $222 | $256.5 萬 |
| GOOGLAlphabet Inc. | Stock | $3,559 | $168.1 萬 |
| WFCWells Fargo & Company | Stock | – | $48.6 萬 |
| AAPLApple Inc. | Stock | $32.7 萬 | $2,360 |
| TSLATesla, Inc. | Stock | $31.1 萬 | $1,730 |
| DISWalt Disney Co | Stock | – | $20.9 萬 |
| MSFTMicrosoft Corp | Stock | $1,456 | $17.2 萬 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $15.1 萬 |
| NVDANVIDIA Corp | Stock | $12.6 萬 | $1.23 萬 |
| CINFCincinnati Financial Corp | COM | $11.6 萬 | – |
| QCOMQualcomm Inc | Stock | $4,312 | $10.8 萬 |
| INTCIntel Corp | Stock | – | $8.51 萬 |
| CFLTConfluent, Inc. | CLASS A COM | $5.44 萬 | – |
| TGTTarget Corp | Stock | – | $5.03 萬 |
| NUNu Holdings Ltd. | ORD SHS CL A | $4.95 萬 | – |
| BABAAlibaba Group Holding Ltd | ADR | – | $4.76 萬 |
| SNOWSnowflake Inc. | Stock | $4.51 萬 | $1,988 |
| JDJD.com, Inc. | SPON ADS CL A | – | $3.76 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | $3.09 萬 | $3,277 |
| SPYSPDR S&P 500 ETF Trust | ETF | $2.65 萬 | $5,548 |
| ABNBAirbnb, Inc. | Stock | $3.10 萬 | – |
| DLTRDollar Tree, Inc. | COM | $2.60 萬 | – |
| UNHUnitedHealth Group Inc | Stock | $2.55 萬 | – |
| HDHome Depot, Inc. | Stock | $2.40 萬 | $1,300 |
| SCHWSchwab Charles Corp | Stock | $2.17 萬 | – |
| QSQuantumScape Corp | COM CL A | – | $2.09 萬 |
| DASHDoorDash, Inc. | Stock | $1.86 萬 | – |
| MAMastercard Inc | Stock | $1.85 萬 | – |
| ABTAbbott Laboratories | Stock | $1.54 萬 | – |
| NFLXNetflix Inc | Stock | $4,714 | $8,720 |
| VRSNVerisign Inc | COM | $1.33 萬 | – |
| UPSUnited Parcel Service Inc | Stock | $1.30 萬 | – |
| ALRMAlarm.com Holdings, Inc. | COM | $1.23 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $826 | $1.12 萬 |
| GDSGDS Holdings Ltd | SPONSORED ADS | – | $1.05 萬 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | – | $8,172 |
| KLACKLA Corp | COM NEW | $7,950 | – |
| CMGChipotle Mexican Grill Inc | COM | – | $6,971 |
| AMDAdvanced Micro Devices Inc | Stock | $3,936 | $1,820 |
| ABBVAbbVie Inc. | Stock | $4,742 | – |
| iShares MSCI Eafe ETF464287465 | ETF | $4,387 | – |
| RTXRTX Corp | Stock | – | $4,273 |
| UGIUgi Corp | Stock | – | $3,903 |
| BABoeing Co | Stock | $3,675 | – |
| SEDGSolaredge Technologies, Inc. | COM | – | $3,600 |
| COSTCostco Wholesale Corp | Stock | $3,342 | – |
| MGPIMGP Ingredients Inc | COM | $3,046 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | $3,022 | – |
| iShares Russell 2000 ETF464287655 | ETF | $1,207 | $1,736 |
| MSTRStrategy Inc | Stock | $2,785 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | – | $2,738 |
| ADBEAdobe Inc. | Stock | – | $1,570 |
| PLTRPalantir Technologies Inc. | Stock | – | $1,391 |
| UNGUnited States Natural Gas Fund, LP | UNIT PAR | – | $1,250 |
| SBUXStarbucks Corp | Stock | – | $1,116 |
| AMZNAmazon Com Inc | Stock | – | $1,106 |
| RIVNRivian Automotive, Inc. | Stock | – | $973 |
| SLViShares Silver Trust | ETF | – | $819 |
| SNAPSnap Inc | Stock | – | $700 |
| PFEPfizer Inc | Stock | $611 | – |
| DOCUDocuSign, Inc. | Stock | – | $433 |
| TAT&T Inc. | Stock | – | $320 |
| EBAYeBay Inc | COM | – | $251 |
| GLDSPDR Gold Trust | ETF | – | $213 |
| GMGeneral Motors Co | COM | – | $210 |
| GTMZoomInfo Technologies Inc. | Stock | – | $209 |
| SAPSAP SE | ADR | – | $170 |
| AMGNAmgen Inc | Stock | $134 | – |
| FFord Motor Co | Stock | – | $130 |
| SPCEVirgin Galactic Holdings, Inc | COM | – | $71 |
| XYZBlock, Inc. | CL A | – | $37 |
| SOFISoFi Technologies, Inc. | Stock | – | $34 |
| EVGOEVgo Inc. | CL A COM | – | $28 |
| QRVOQorvo, Inc. | Stock | – | $14 |
| PYPLPayPal Holdings, Inc. | Stock | – | $14 |
| SSentinelOne, Inc. | CL A | – | $6 |
| CDECoeur Mining, Inc. | COM NEW | – | $1 |
2023 年第 2 季之後清倉(165 檔)
2023 年第 2 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 165 檔。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| APLDApplied Digital Corp. | COM NEW | 1,082,050 | $1,012 萬 | <0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 91,879 | $572.6 萬 | <0.1% | 歷史 |
| Chindata Group Hldgs Ltd16955F107 | ADS | 200,000 | $143.2 萬 | <0.1% | – |
| WWEWorld Wrestling Entertainment, LLC | CL A | 10,281 | $111.5 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 35,987 | $89.4 萬 | <0.1% | – |
| PDCEPDC Energy, Inc. | COM | 11,328 | $80.6 萬 | <0.1% | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 16,990 | $69.7 萬 | <0.1% | – |
| MYEMyers Industries Inc | COM | 35,703 | $69.4 萬 | <0.1% | 歷史 |
| Global X FDS37950E333 | GLBX SUPRINC ETF | 76,666 | $69.3 萬 | <0.1% | – |
| RCELAVITA Medical, Inc. | COM | 40,575 | $69.0 萬 | <0.1% | 歷史 |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 20,954 | $68.8 萬 | <0.1% | – |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 18,648 | $68.4 萬 | <0.1% | – |
| First Tr Bick Index FD33733H107 | COM SHS | 19,830 | $54.0 萬 | <0.1% | – |
| DOCNDigitalOcean Holdings, Inc. | COM | 12,705 | $51.0 萬 | <0.1% | 歷史 |
| TRTNTriton International Ltd | CL A | 6,022 | $50.1 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X459 | ST STR SP GLBDIV | 8,100 | $46.5 萬 | <0.1% | – |
| ASHAshland Inc. | COM | 5,173 | $45.0 萬 | <0.1% | 歷史 |
| SYMSymbotic Inc. | Stock | 10,500 | $45.0 萬 | <0.1% | 歷史 |
| AXAxos Financial, Inc. | COM | 11,372 | $44.8 萬 | <0.1% | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 21,461 | $44.2 萬 | <0.1% | – |
| LSILife Storage, Inc. | COM | 3,013 | $40.1 萬 | <0.1% | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 9,164 | $38.6 萬 | <0.1% | 歷史 |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 11,503 | $37.6 萬 | <0.1% | – |
| IIPRInnovative Industrial Properties Inc | COM | 4,992 | $36.4 萬 | <0.1% | 歷史 |
| DSEYDiversey Holdings, Ltd. | ORD SHS | 42,853 | $36.0 萬 | <0.1% | 歷史 |
| UMHUmh Properties, Inc. | COM | 22,252 | $35.6 萬 | <0.1% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 3,873 | $35.3 萬 | <0.1% | 歷史 |
| FRFirst Industrial Realty Trust Inc | COM | 6,685 | $35.2 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 8,377 | $35.0 萬 | <0.1% | – |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 23,629 | $34.9 萬 | <0.1% | 歷史 |
| ProShares Ultrapro Short RUSSELL200074347G390 | ETF | 8,502 | $34.4 萬 | <0.1% | – |
| BKIBlack Knight, Inc. | COM | 5,685 | $34.0 萬 | <0.1% | 歷史 |
| LITELumentum Holdings Inc. | COM | 5,981 | $33.9 萬 | <0.1% | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 5,165 | $32.7 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G847 | GBL CLEAN ENRG | 16,955 | $32.0 萬 | <0.1% | – |
| KRTXKaruna Therapeutics, Inc. | COM | 1,462 | $31.7 萬 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 5,588 | $31.1 萬 | <0.1% | 歷史 |
| FLNAFilana Therapeutics, Inc. | COM | 12,616 | $30.9 萬 | <0.1% | 歷史 |
| ITRIItron, Inc. | COM | 4,264 | $30.7 萬 | <0.1% | 歷史 |
| PEGAPegasystems Inc | COM | 6,146 | $30.3 萬 | <0.1% | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 12,107 | $30.3 萬 | <0.1% | 歷史 |
| iShares Inc464286871 | MSCI HONG KG ETF | 15,496 | $30.0 萬 | <0.1% | – |
| ARMKAramark | COM | 6,919 | $29.8 萬 | <0.1% | 歷史 |
| SRCLStericycle Inc | COM | 6,358 | $29.5 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 11,915 | $29.5 萬 | <0.1% | – |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 8,950 | $29.3 萬 | <0.1% | – |
| RNRRenaissancere Holdings Ltd | COM | 1,545 | $28.8 萬 | <0.1% | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 4,614 | $28.7 萬 | <0.1% | – |
| GDENNew Royal Holdco I Inc. | COM | 6,861 | $28.7 萬 | <0.1% | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 35,078 | $28.6 萬 | <0.1% | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 5,888 | $27.6 萬 | <0.1% | 歷史 |
| ARNCArconic Corp | COM | 9,314 | $27.6 萬 | <0.1% | 歷史 |
| AIZAssurant, Inc. | Stock | 2,178 | $27.4 萬 | <0.1% | 歷史 |
| JACKJack in the Box Inc | COM | 2,799 | $27.3 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 7,783 | $26.8 萬 | <0.1% | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 7,426 | $26.7 萬 | <0.1% | – |
| SEMSelect Medical Holdings Corp | COM | 8,320 | $26.5 萬 | <0.1% | 歷史 |
| VVVValvoline Inc | COM | 7,026 | $26.4 萬 | <0.1% | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 8,585 | $26.2 萬 | <0.1% | – |
| AMKRAmkor Technology, Inc. | COM | 8,711 | $25.9 萬 | <0.1% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 3,070 | $25.8 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E529 | NY AMT FRE MUN | 11,312 | $25.7 萬 | <0.1% | – |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 3,507 | $25.2 萬 | <0.1% | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 11,435 | $25.2 萬 | <0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 6,024 | $25.0 萬 | <0.1% | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 6,749 | $25.0 萬 | <0.1% | 歷史 |
| SHOOSteven Madden, Ltd. | COM | 7,644 | $25.0 萬 | <0.1% | 歷史 |
| SMPLSimply Good Foods Co | COM | 6,807 | $24.9 萬 | <0.1% | 歷史 |
| FCPTFour Corners Property Trust, Inc. | COM | 9,705 | $24.7 萬 | <0.1% | 歷史 |
| AMSFAmerisafe Inc | COM | 4,612 | $24.6 萬 | <0.1% | 歷史 |
| CACCamden National Corp | COM | 7,912 | $24.5 萬 | <0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 32,501 | $24.1 萬 | <0.1% | 歷史 |
| iShares Tr46435G342 | MORTGE REL ETF | 10,231 | $24.1 萬 | <0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 3,031 | $23.1 萬 | <0.1% | – |
| ISEEIVERIC bio, Inc. | COM | 5,858 | $23.0 萬 | <0.1% | 歷史 |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 34,010 | $23.0 萬 | <0.1% | 歷史 |
| NWENorthWestern Energy Group, Inc. | COM NEW | 4,038 | $22.9 萬 | <0.1% | 歷史 |
| BAPCredicorp Ltd | COM | 1,540 | $22.7 萬 | <0.1% | 歷史 |
| Global X FDS37954Y459 | RUSSELL 2000 | 12,551 | $22.7 萬 | <0.1% | – |
| UNFIUnited Natural Foods Inc | COM | 11,485 | $22.5 萬 | <0.1% | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 8,978 | $22.4 萬 | <0.1% | 歷史 |
| RYNRayonier Inc | COM | 6,955 | $21.8 萬 | <0.1% | 歷史 |
| ALGMAllegro Microsystems, Inc. | COM | 4,834 | $21.8 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 4,267 | $21.5 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 9,604 | $21.4 萬 | <0.1% | – |
| SFNCSimmons First National Corp | CL A $1 PAR | 12,315 | $21.2 萬 | <0.1% | 歷史 |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 19,894 | $21.2 萬 | <0.1% | – |
| YORWYork Water Co | COM | 5,132 | $21.2 萬 | <0.1% | 歷史 |
| RLRalph Lauren Corp | CL A | 1,712 | $21.1 萬 | <0.1% | 歷史 |
| PGNYProgyny, Inc. | COM | 5,308 | $20.9 萬 | <0.1% | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 2,877 | $20.6 萬 | <0.1% | – |
| MSEXMiddlesex Water Co | COM | 2,537 | $20.5 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W786 | INTL DIV EX FINL | 5,211 | $20.3 萬 | <0.1% | – |
| WINGWingstop Inc. | COM | 1,013 | $20.3 萬 | <0.1% | 歷史 |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 3,479 | $20.0 萬 | <0.1% | – |
| BILIBilibili Inc. | SPONS ADS REP Z | 11,808 | $17.8 萬 | <0.1% | 歷史 |
| Curevac N VN2451R105 | COM | 16,721 | $17.4 萬 | <0.1% | – |
| ADAMAdamas Trust, Inc. | COM | 16,745 | $16.6 萬 | <0.1% | 歷史 |
| ECCEagle Point Credit Co | COM | 15,692 | $15.9 萬 | <0.1% | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 11,154 | $15.6 萬 | <0.1% | – |