Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 2,715
- 較 2023 年第 3 季 −93
- 總值
- $539.1 億
- 較 2023 年第 3 季 −$210.2 億 (−28.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,338,944 | $19.4 億 | 3.6% | +60,455+0.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,993,305 | $19.0 億 | 3.5% | −356,416−4.3% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 22,711,246 | $18.5 億 | 3.4% | −422,210−1.8% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 53,750,050 | $18.3 億 | 3.4% | +133,680+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,948,084 | $17.2 億 | 3.2% | +26,530+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 32,827,093 | $16.4 億 | 3.0% | +1,038,157+3.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 28,835,909 | $16.3 億 | 3.0% | −111,338−0.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 18,354,045 | $16.2 億 | 3.0% | −861,959−4.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 26,525,460 | $14.8 億 | 2.8% | +467,975+1.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,061,712 | $14.6 億 | 2.7% | +77,692+2.6% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,754,352 | $12.6 億 | 2.3% | +3,258,212+15.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,555,162 | $12.5 億 | 2.3% | +753,052+6.4% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 18,186,121 | $11.6 億 | 2.1% | +201,942+1.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,677,645 | $11.6 億 | 2.1% | −1,009,236−8.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,142,346 | $9.51 億 | 1.8% | +244,927+1.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,665,236 | $9.51 億 | 1.8% | +33,170+1.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 25,451,348 | $9.01 億 | 1.7% | +504,808+2.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,364,967 | $8.89 億 | 1.6% | +102,985+4.6% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 22,058,424 | $8.15 億 | 1.5% | +1,130,219+5.4% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 19,890,374 | $7.97 億 | 1.5% | +4,766,311+31.5% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,259,228 | $7.73 億 | 1.4% | +25,791+0.3% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 24,288,400 | $7.23 億 | 1.3% | +3,186,219+15.1% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 13,638,740 | $7.14 億 | 1.3% | +534,891+4.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 10,700,799 | $6.38 億 | 1.2% | +910,252+9.3% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 24,801,528 | $6.15 億 | 1.1% | −369,295−1.5% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 29,351,371 | $6.08 億 | 1.1% | −558,689−1.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,247,170 | $4.89 億 | 0.9% | +674,437+8.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,088,010 | $4.75 億 | 0.9% | +179,723+19.8% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,843,461 | $4.35 億 | 0.8% | +280,704+6.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,843,980 | $4.29 億 | 0.8% | −103,390−2.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,681,998 | $4.08 億 | 0.8% | −284,273−9.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,855,665 | $3.96 億 | 0.7% | −19,552−1.0% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 5,141,615 | $3.21 億 | 0.6% | +841,508+19.6% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,169,029 | $3.20 億 | 0.6% | −51,874−1.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,052,584 | $2.92 億 | 0.5% | +72,528+7.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 548,563 | $2.72 億 | 0.5% | +584+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,286,345 | $2.39 億 | 0.4% | +186,311+2.6% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,249,481 | $2.37 億 | 0.4% | −90,021−3.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 575,907 | $2.36 億 | 0.4% | +38,374+7.1% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,960,385 | $2.30 億 | 0.4% | −64,030−3.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 647,886 | $2.29 億 | 0.4% | +43,424+7.2% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,168,503 | $2.29 億 | 0.4% | +247,425+12.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,202,082 | $2.25 億 | 0.4% | +346,194+12.1% | 加碼 | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 3,974,825 | $2.24 億 | 0.4% | +46,281+1.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,564,316 | $2.19 億 | 0.4% | +13,991+0.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,401,311 | $1.97 億 | 0.4% | −257,087−15.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,331,563 | $1.95 億 | 0.4% | +41,120+3.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,047,603 | $1.79 億 | 0.3% | +76,214+7.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 679,933 | $1.78 億 | 0.3% | +33,645+5.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 716,183 | $1.78 億 | 0.3% | −34,154−4.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,631,715 | $1.77 億 | 0.3% | +126,680+8.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,028,610 | $1.75 億 | 0.3% | −119,086−10.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,626,198 | $1.63 億 | 0.3% | −94,156−5.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,132,122 | $1.61 億 | 0.3% | −136,442−6.0% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 4,252,316 | $1.58 億 | 0.3% | −71,052−1.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 442,908 | $1.53 億 | 0.3% | +8,812+2.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 953,642 | $1.49 億 | 0.3% | −83,935−8.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 2,888,529 | $1.42 億 | 0.3% | −45,337−1.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 3,333,435 | $1.41 億 | 0.3% | −36,525−1.1% | 減碼 | – |
| VVisa Inc. | Stock | 522,875 | $1.36 億 | 0.3% | +3,394+0.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 260,883 | $1.32 億 | 0.2% | −10,727−3.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 429,430 | $1.30 億 | 0.2% | +24,595+6.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 194,204 | $1.28 億 | 0.2% | +1,398+0.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 1,464,376 | $1.19 億 | 0.2% | −315,669−17.7% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,512,732 | $1.19 億 | 0.2% | +68,326+2.8% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 591,281 | $1.19 億 | 0.2% | +646+0.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 683,310 | $1.06 億 | 0.2% | +17,978+2.7% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 2,479,204 | $1.05 億 | 0.2% | −154,080−5.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 198,173 | $1.04 億 | 0.2% | +11,424+6.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 339,212 | $1.01 億 | 0.2% | +17,553+5.5% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,162,945 | $9,892 萬 | 0.2% | +48,822+4.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 169,655 | $9,890 萬 | 0.2% | +7,806+4.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 660,301 | $9,871 萬 | 0.2% | +94,033+16.6% | 加碼 | – |
| KOCoca Cola Co | Stock | 1,672,180 | $9,854 萬 | 0.2% | −82,349−4.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,482,559 | $9,841 萬 | 0.2% | −84,766−5.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,256,446 | $9,565 萬 | 0.2% | −94,563−7.0% | 減碼 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 2,320,775 | $9,441 萬 | 0.2% | +44,758+2.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,109,262 | $9,376 萬 | 0.2% | +146,157+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 2,660,328 | $9,141 萬 | 0.2% | −47,338−1.7% | 減碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 2,059,366 | $9,123 萬 | 0.2% | −77,301−3.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 528,761 | $8,982 萬 | 0.2% | −233,036−30.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,731,568 | $8,975 萬 | 0.2% | −15,456−0.9% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 522,603 | $8,636 萬 | 0.2% | +37,836+7.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 787,071 | $8,581 萬 | 0.2% | −106,168−11.9% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 1,485,825 | $8,379 萬 | 0.2% | −233,234−13.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 268,771 | $8,356 萬 | 0.2% | +48,922+22.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 751,772 | $8,275 萬 | 0.2% | −61,450−7.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 522,496 | $8,237 萬 | 0.2% | +27,535+5.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 2,418,242 | $8,142 萬 | 0.2% | −425,304−15.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 188,393 | $8,035 萬 | 0.1% | −50,982−21.3% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 872,299 | $7,972 萬 | 0.1% | +100,684+13.0% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 481,194 | $7,912 萬 | 0.1% | −10,841−2.2% | 減碼 | – |
| CVXChevron Corp | Stock | 529,086 | $7,892 萬 | 0.1% | −5,566−1.0% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,584,553 | $7,878 萬 | 0.1% | −21,400−1.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 68,046 | $7,596 萬 | 0.1% | −3,595−5.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,657,243 | $7,572 萬 | 0.1% | −1,231−0.1% | 減碼 | – |
| ACNAccenture plc | Stock | 211,008 | $7,404 萬 | 0.1% | −49,132−18.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 118,699 | $7,082 萬 | 0.1% | −28,447−19.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 270,366 | $7,047 萬 | 0.1% | +3,248+1.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 1,104,188 | $6,673 萬 | 0.1% | −195,159−15.0% | 減碼 | – |
選擇權（28 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 | – | $567.4 萬 |
| GOOGAlphabet Inc. | Stock | – | $309.8 萬 |
| GOOGLAlphabet Inc. | Stock | – | $184.5 萬 |
| WFCWells Fargo & Company | Stock | – | $95.8 萬 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $28.4 萬 |
| MSFTMicrosoft Corp | Stock | – | $28.0 萬 |
| DISWalt Disney Co | Stock | – | $25.5 萬 |
| QCOMQualcomm Inc | Stock | – | $20.8 萬 |
| TGTTarget Corp | Stock | – | $14.9 萬 |
| TSLATesla, Inc. | Stock | $13.5 萬 | – |
| INTCIntel Corp | Stock | – | $12.6 萬 |
| CFLTConfluent, Inc. | CLASS A COM | $12.0 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $11.1 萬 | – |
| AAPLApple Inc. | Stock | $9.72 萬 | – |
| iShares Russell 2000 ETF464287655 | ETF | $5.84 萬 | – |
| CINFCincinnati Financial Corp | COM | $3.94 萬 | – |
| NVDANVIDIA Corp | Stock | $3.49 萬 | – |
| Valkyrie ETF Trust II91917A207 | BITCOIN MINERS | $2.93 萬 | – |
| QSQuantumScape Corp | COM CL A | – | $2.25 萬 |
| ABNBAirbnb, Inc. | Stock | $1.67 萬 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | $1.08 萬 | – |
| DASHDoorDash, Inc. | Stock | $5,204 | – |
| UNGUnited States Natural Gas Fund, LP | UNIT PAR | – | $2,395 |
| NUNu Holdings Ltd. | ORD SHS CL A | $1,945 | – |
| BRK.BBerkshire Hathaway Inc | Stock | $1,274 | – |
| SCHWSchwab Charles Corp | Stock | $729 | – |
| HDHome Depot, Inc. | Stock | $303 | – |
| CDECoeur Mining, Inc. | COM NEW | – | $51 |
2023 年第 3 季之後清倉（352 檔）
2023 年第 3 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 352 檔。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 356,223 | $903.4 萬 | <0.1% | – |
| ATVIActivision Blizzard, Inc. | COM | 95,954 | $898.4 萬 | <0.1% | 歷史 |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 249,818 | $620.0 萬 | <0.1% | – |
| VMWVmware LLC | CL A COM | 23,106 | $384.7 萬 | <0.1% | 歷史 |
| LACLithium Americas Corp. | COM NEW | 177,257 | $301.5 萬 | <0.1% | 歷史 |
| SGENSeagen Inc. | COM | 12,090 | $256.5 萬 | <0.1% | 歷史 |
| iShares Tr46435G318 | IBONDS DEC2023 | 77,977 | $199.0 萬 | <0.1% | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 14,813 | $148.3 萬 | <0.1% | – |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 23,547 | $120.1 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 39,431 | $83.7 萬 | <0.1% | – |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 6,913 | $80.0 萬 | <0.1% | 歷史 |
| STELStellar Bancorp, Inc. | COM | 35,384 | $75.4 萬 | <0.1% | 歷史 |
| MODNModel N, Inc. | COM | 30,901 | $75.4 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 30,182 | $65.3 萬 | <0.1% | – |
| AGNTAGNT, Inc. | COM | 38,028 | $61.8 萬 | <0.1% | 歷史 |
| JPINuveen Preferred Securities & Income Opportunities Fund | COM | 35,629 | $61.2 萬 | <0.1% | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 26,295 | $60.1 萬 | <0.1% | – |
| TWNKHostess Brands, Inc. | CL A | 17,276 | $57.5 萬 | <0.1% | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 13,728 | $57.2 萬 | <0.1% | – |
| CEQPCrestwood Equity Partners LP | UNIT LTD PARTNER | 19,480 | $57.0 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 13,523 | $54.2 萬 | <0.1% | – |
| BFHBread Financial Holdings, Inc. | COM | 15,554 | $53.2 萬 | <0.1% | 歷史 |
| BCBrunswick Corp | COM | 5,744 | $45.4 萬 | <0.1% | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 45,772 | $42.5 萬 | <0.1% | 歷史 |
| NSANational Storage Affiliates Trust | COM SHS BEN IN | 13,314 | $42.3 萬 | <0.1% | 歷史 |
| OLOOlo Inc. | CL A | 68,975 | $41.8 萬 | <0.1% | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 65,364 | $40.3 萬 | <0.1% | – |
| iShares Tr464289180 | MSCI EURO FL ETF | 21,284 | $40.2 萬 | <0.1% | – |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 13,598 | $36.7 萬 | <0.1% | – |
| AVTRAvantor, Inc. | COM | 16,486 | $34.8 萬 | <0.1% | 歷史 |
| NEWRNew Relic, Inc. | COM | 3,911 | $33.5 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 4,388 | $31.9 萬 | <0.1% | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 18,464 | $31.2 萬 | <0.1% | – |
| ESTEEarthstone Energy Inc | CL A | 15,316 | $31.0 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 9,701 | $30.1 萬 | <0.1% | – |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 41,158 | $29.8 萬 | <0.1% | 歷史 |
| TRNOTerreno Realty Corp | COM | 5,026 | $28.5 萬 | <0.1% | 歷史 |
| CAECae Inc | COM | 12,066 | $28.2 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 19,962 | $28.1 萬 | <0.1% | – |
| ADNTAdient plc | Stock | 7,561 | $27.7 萬 | <0.1% | 歷史 |
| CSRCenterspace | COM | 4,326 | $26.1 萬 | <0.1% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 8,654 | $25.7 萬 | <0.1% | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 1,362 | $25.4 萬 | <0.1% | – |
| CROXCrocs, Inc. | COM | 2,877 | $25.4 萬 | <0.1% | 歷史 |
| PFISPeoples Financial Services Corp. | COM | 6,307 | $25.3 萬 | <0.1% | 歷史 |
| FIVNFive9, Inc. | COM | 3,884 | $25.0 萬 | <0.1% | 歷史 |
| PCTYPaylocity Holding Corp | COM | 1,352 | $24.6 萬 | <0.1% | 歷史 |
| CGCarlyle Group Inc. | COM | 8,141 | $24.6 萬 | <0.1% | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 4,506 | $24.4 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 2,597 | $24.4 萬 | <0.1% | – |
| DINDine Brands Global, Inc. | COM | 4,853 | $24.0 萬 | <0.1% | 歷史 |
| GHGuardant Health, Inc. | COM | 7,980 | $23.7 萬 | <0.1% | 歷史 |
| LANDGladstone Land Corp | COM | 16,567 | $23.6 萬 | <0.1% | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 2,582 | $23.5 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 5,194 | $23.4 萬 | <0.1% | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 7,245 | $23.2 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V662 | PHARMACEUTICALS | 3,205 | $23.2 萬 | <0.1% | – |
| EVFEaton Vance Senior Income Trust | SH BEN INT | 39,250 | $23.2 萬 | <0.1% | 歷史 |
| APPNAppian Corp | CL A | 5,036 | $23.0 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V704 | DORSEY WRGT BASC | 2,918 | $22.9 萬 | <0.1% | – |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 9,343 | $22.9 萬 | <0.1% | – |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 22,529 | $22.9 萬 | <0.1% | 歷史 |
| NATINational Instruments Corp | COM | 3,809 | $22.7 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 7,416 | $22.7 萬 | <0.1% | – |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 31,314 | $22.6 萬 | <0.1% | 歷史 |
| Timothy Plan887432359 | US LRGMD CP CORE | 6,546 | $22.6 萬 | <0.1% | – |
| FOXFFox Factory Holding Corp | COM | 2,254 | $22.3 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 4,250 | $22.3 萬 | <0.1% | – |
| EXTRExtreme Networks Inc | COM | 9,191 | $22.3 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 5,612 | $21.7 萬 | <0.1% | – |
| SNBRQSleep Number Corp | COM | 8,774 | $21.6 萬 | <0.1% | 歷史 |
| CBUSCibus, Inc. | CL A COM STK | 11,624 | $21.2 萬 | <0.1% | 歷史 |
| PEOAdams Natural Resources Fund, Inc. | COM | 9,067 | $21.0 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 3,147 | $20.9 萬 | <0.1% | – |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 12,615 | $20.8 萬 | <0.1% | 歷史 |
| ZUOZuora Inc | COM CL A | 25,254 | $20.8 萬 | <0.1% | 歷史 |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 21,400 | $20.7 萬 | <0.1% | 歷史 |
| GHLGreenhill & Co Inc | COM | 14,009 | $20.7 萬 | <0.1% | 歷史 |
| FSLYFastly, Inc. | CL A | 10,792 | $20.7 萬 | <0.1% | 歷史 |
| BTBTBit Digital, Inc | SHS | 95,076 | $20.3 萬 | <0.1% | 歷史 |
| ATRCAtriCure, Inc. | COM | 4,643 | $20.3 萬 | <0.1% | 歷史 |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 3,751 | $20.3 萬 | <0.1% | 歷史 |
| ARTNAArtesian Resources Corp | CL A | 4,780 | $20.1 萬 | <0.1% | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 13,538 | $20.0 萬 | <0.1% | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 9,085 | $19.5 萬 | <0.1% | 歷史 |
| RCMR1 RCM Inc. | COM | 12,799 | $19.3 萬 | <0.1% | 歷史 |
| CNKCinemark Holdings, Inc. | COM | 10,221 | $18.8 萬 | <0.1% | 歷史 |
| VMOInvesco Municipal Opportunity Trust | COM | 22,386 | $18.4 萬 | <0.1% | 歷史 |
| AUAngloGold Ashanti PLC | COM SHS | 11,191 | $17.7 萬 | <0.1% | 歷史 |
| BAFNBayFirst Financial Corp. | COM | 15,568 | $17.5 萬 | <0.1% | 歷史 |
| NCZVirtus Convertible & Income Fund II | COM | 63,292 | $17.5 萬 | <0.1% | 歷史 |
| DJTTrump Media & Technology Group Corp. | Stock | 10,528 | $17.3 萬 | <0.1% | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 10,628 | $16.7 萬 | <0.1% | 歷史 |
| BOCBoston Omaha Corp | Stock | 10,068 | $16.5 萬 | <0.1% | 歷史 |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 16,100 | $15.8 萬 | <0.1% | 歷史 |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 11,076 | $15.0 萬 | <0.1% | – |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 10,180 | $14.9 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 1,562 | $14.2 萬 | <0.1% | – |
| HAHawaiian Holdings Inc | COM | 22,137 | $14.0 萬 | <0.1% | 歷史 |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 18,287 | $14.0 萬 | <0.1% | 歷史 |