Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/13 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 2,845
- 較 2023 年第 4 季 +130
- 總值
- $902.0 億
- 較 2023 年第 4 季 +$362.9 億 (+67.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BCPCBalchem Corp | COM | 7,397 | $114.6 萬 | <0.1% | +2,819+61.6% | 加碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 74,482 | $114.7 萬 | <0.1% | +23,934+47.3% | 加碼 | 歷史 |
| iShares Tr464289529 | INDIA 50 ETF | 22,803 | $115.0 萬 | <0.1% | +945+4.3% | 加碼 | – |
| PHIPLDT Inc. | SPONSORED ADR | 46,881 | $115.6 萬 | <0.1% | +12,908+38.0% | 加碼 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 5,873 | $115.6 萬 | <0.1% | +1,710+41.1% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 51,055 | $115.7 萬 | <0.1% | +17,485+52.1% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 98,402 | $115.8 萬 | <0.1% | +66,853+211.9% | 加碼 | – |
| WINAWinmark Corp | COM | 3,202 | $115.8 萬 | <0.1% | −161−4.8% | 減碼 | 歷史 |
| THOThor Industries Inc | COM | 9,875 | $115.9 萬 | <0.1% | +3,105+45.9% | 加碼 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 7,208 | $115.9 萬 | <0.1% | +415+6.1% | 加碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 35,343 | $116.0 萬 | <0.1% | +5,951+20.2% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 37,831 | $116.0 萬 | <0.1% | −10,240−21.3% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 42,875 | $116.1 萬 | <0.1% | +7,516+21.3% | 加碼 | 歷史 |
| WRKWestRock Co | COM | 23,544 | $116.4 萬 | <0.1% | +6,670+39.5% | 加碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 14,229 | $116.7 萬 | <0.1% | +14,229 | 新進 | 歷史 |
| DPZDominos Pizza Inc | COM | 2,353 | $116.9 萬 | <0.1% | +145+6.6% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 27,005 | $117.1 萬 | <0.1% | +1,706+6.7% | 加碼 | 歷史 |
| CBZCBIZ, Inc. | COM | 14,920 | $117.1 萬 | <0.1% | +3,881+35.2% | 加碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 6,317 | $117.2 萬 | <0.1% | +1,290+25.7% | 加碼 | 歷史 |
| MGAMagna International Inc | COM | 21,543 | $117.4 萬 | <0.1% | −300−1.4% | 減碼 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 23,509 | $118.2 萬 | <0.1% | −8,265−26.0% | 減碼 | – |
| TEAMAtlassian Corp | CL A | 6,059 | $118.2 萬 | <0.1% | +356+6.2% | 加碼 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 20,049 | $118.3 萬 | <0.1% | +7,080+54.6% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 17,689 | $119.2 萬 | <0.1% | +2,835+19.1% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 17,109 | $119.2 萬 | <0.1% | +3,291+23.8% | 加碼 | 歷史 |
| Vishay Intertechnology Inc928298AP3 | NOTE 2.250% 6/1 | – | $119.6 萬 | <0.1% | – | – | – |
| CELHCelsius Holdings, Inc. | COM NEW | 14,443 | $119.8 萬 | <0.1% | +897+6.6% | 加碼 | 歷史 |
| PPCPilgrims Pride Corp | Stock | 34,957 | $120.0 萬 | <0.1% | +118+0.3% | 加碼 | 歷史 |
| RRyder System Inc | COM | 9,989 | $120.1 萬 | <0.1% | +4,665+87.6% | 加碼 | 歷史 |
| MMacy's, Inc. | COM | 60,149 | $120.2 萬 | <0.1% | −923−1.5% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 3,054 | $120.2 萬 | <0.1% | +613+25.1% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 10,291 | $120.3 萬 | <0.1% | +350+3.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 24,927 | $120.3 萬 | <0.1% | −2,024−7.5% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 30,357 | $120.4 萬 | <0.1% | +3,904+14.8% | 加碼 | – |
| IEXIdex Corp | COM | 4,940 | $120.5 萬 | <0.1% | +468+10.5% | 加碼 | 歷史 |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 17,018 | $120.8 萬 | <0.1% | +17,018 | 新進 | 歷史 |
| SHENShenandoah Telecommunications Co | COM | 69,796 | $121.2 萬 | <0.1% | −404−0.6% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 38,427 | $121.7 萬 | <0.1% | +3,579+10.3% | 加碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 24,274 | $122.1 萬 | <0.1% | +5,603+30.0% | 加碼 | 歷史 |
| NOVTNovanta Inc | COM | 6,986 | $122.1 萬 | <0.1% | +3,404+95.0% | 加碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 12,355 | $122.2 萬 | <0.1% | +5,765+87.5% | 加碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 10,480 | $122.3 萬 | <0.1% | +3,173+43.4% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 4,530 | $122.7 萬 | <0.1% | +309+7.3% | 加碼 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 57,277 | $123.0 萬 | <0.1% | +768+1.4% | 加碼 | 歷史 |
| iShares Tr46435U432 | IBONDS DEC 25 | 46,553 | $123.2 萬 | <0.1% | −6,198−11.7% | 減碼 | – |
| OKTAOkta, Inc. | CL A | 11,825 | $123.7 萬 | <0.1% | +1,594+15.6% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 23,025 | $123.9 萬 | <0.1% | +154+0.7% | 加碼 | – |
| APLEApple Hospitality REIT, Inc. | REIT | 75,648 | $123.9 萬 | <0.1% | +55,246+270.8% | 加碼 | 歷史 |
| UVVUniversal Corp | COM | 24,002 | $124.1 萬 | <0.1% | +6,223+35.0% | 加碼 | 歷史 |
| SVCService Properties Trust | COM SH BEN INT | 183,230 | $124.2 萬 | <0.1% | +76,174+71.2% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 21,230 | $124.4 萬 | <0.1% | −724−3.3% | 減碼 | – |
| FNVFranco Nevada Corp | Stock | 10,439 | $124.4 萬 | <0.1% | +4,723+82.6% | 加碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 113,683 | $124.5 萬 | <0.1% | +2,066+1.9% | 加碼 | 歷史 |
| CHCOCity Holding Co | COM | 11,953 | $124.6 萬 | <0.1% | +12+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 24,939 | $125.0 萬 | <0.1% | 00.0% | 不變 | – |
| LAMRLamar Advertising Co | REIT | 10,468 | $125.0 萬 | <0.1% | +2,040+24.2% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 47,460 | $125.3 萬 | <0.1% | +726+1.6% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 3,828 | $125.6 萬 | <0.1% | +1,482+63.2% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 6,590 | $125.7 萬 | <0.1% | +154+2.4% | 加碼 | – |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 13,856 | $125.8 萬 | <0.1% | −164−1.2% | 減碼 | – |
| EEni SpA | SPONSORED ADR | 39,718 | $126.0 萬 | <0.1% | −7,119−15.2% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 9,478 | $126.2 萬 | <0.1% | −33−0.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 50,407 | $126.3 萬 | <0.1% | −5,119−9.2% | 減碼 | – |
| TFXTeleflex Inc | COM | 5,612 | $126.9 萬 | <0.1% | −46−0.8% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 6,878 | $127.2 萬 | <0.1% | +1,732+33.7% | 加碼 | 歷史 |
| ULCCFrontier Group Holdings, Inc. | COM | 156,966 | $127.3 萬 | <0.1% | +26,371+20.2% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 7,638 | $127.4 萬 | <0.1% | +466+6.5% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 14,496 | $127.7 萬 | <0.1% | +2,445+20.3% | 加碼 | 歷史 |
| STTState Street Corp | COM | 16,543 | $127.9 萬 | <0.1% | +1,019+6.6% | 加碼 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 17,122 | $128.0 萬 | <0.1% | +3,407+24.8% | 加碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 6,912 | $128.3 萬 | <0.1% | +819+13.4% | 加碼 | 歷史 |
| APAAPA Corp | Stock | 37,365 | $128.5 萬 | <0.1% | +3,639+10.8% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 51,555 | $128.5 萬 | <0.1% | −11,801−18.6% | 減碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 19,978 | $128.7 萬 | <0.1% | −1,353−6.3% | 減碼 | – |
| PNRPENTAIR plc | SHS | 15,083 | $128.9 萬 | <0.1% | +993+7.0% | 加碼 | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 16,621 | $129.6 萬 | <0.1% | +1,873+12.7% | 加碼 | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 19,576 | $129.8 萬 | <0.1% | −1,181−5.7% | 減碼依 3 比 1 拆股換算 | – |
| HQYHealthequity, Inc. | COM | 15,943 | $130.1 萬 | <0.1% | +6,341+66.0% | 加碼 | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 56,483 | $130.9 萬 | <0.1% | −5,097−8.3% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 8,479 | $131.0 萬 | <0.1% | +408+5.1% | 加碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 145,455 | $131.1 萬 | <0.1% | +11,202+8.3% | 加碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 74,646 | $131.1 萬 | <0.1% | +15,184+25.5% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 10,838 | $131.1 萬 | <0.1% | −861−7.4% | 減碼 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 10,658 | $131.2 萬 | <0.1% | +4,070+61.8% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 30,506 | $131.5 萬 | <0.1% | +1,442+5.0% | 加碼 | 歷史 |
| SCIService Corp International | COM | 17,749 | $131.7 萬 | <0.1% | +1,031+6.2% | 加碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 32,783 | $132.0 萬 | <0.1% | +9,982+43.8% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 23,769 | $132.3 萬 | <0.1% | −2,615−9.9% | 減碼 | – |
| iShares Tr464287861 | EUROPE ETF | 23,835 | $132.7 萬 | <0.1% | +4,722+24.7% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 10,444 | $132.8 萬 | <0.1% | +10+0.1% | 加碼 | – |
| LIILennox International Inc | COM | 2,726 | $133.2 萬 | <0.1% | +188+7.4% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 38,549 | $133.6 萬 | <0.1% | +5,039+15.0% | 加碼 | 歷史 |
| FELEFranklin Electric Co Inc | COM | 12,516 | $133.7 萬 | <0.1% | +4,506+56.3% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 79,785 | $133.7 萬 | <0.1% | +2,707+3.5% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 32,731 | $134.0 萬 | <0.1% | +4,039+14.1% | 加碼 | – |
| FIVEFive Below, Inc | COM | 7,390 | $134.0 萬 | <0.1% | +976+15.2% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 19,507 | $134.1 萬 | <0.1% | +8,030+70.0% | 加碼 | 歷史 |
| ANAutonation, Inc. | COM | 8,116 | $134.4 萬 | <0.1% | +109+1.4% | 加碼 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 31,782 | $134.8 萬 | <0.1% | +27+0.1% | 加碼 | – |
| IBPInstalled Building Products, Inc. | COM | 5,220 | $135.1 萬 | <0.1% | +3,652+232.9% | 加碼 | 歷史 |
選擇權（62 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 | – | $389.6 萬 |
| GOOGLAlphabet Inc. | Stock | $7.64 萬 | $209.6 萬 |
| WFCWells Fargo & Company | Stock | – | $158.6 萬 |
| TSLATesla, Inc. | Stock | $113.9 萬 | – |
| DISWalt Disney Co | Stock | – | $96.1 萬 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $69.8 萬 |
| NVDANVIDIA Corp | Stock | $13.0 萬 | $44.7 萬 |
| MSFTMicrosoft Corp | Stock | $1.87 萬 | $38.4 萬 |
| AAPLApple Inc. | Stock | $36.7 萬 | $628 |
| QCOMQualcomm Inc | Stock | – | $29.4 萬 |
| CLSKCleanspark, Inc. | COM NEW | $7.80 萬 | $10.0 萬 |
| SNOWSnowflake Inc. | Stock | $15.5 萬 | – |
| DBXDropbox, Inc. | CL A | $7.53 萬 | – |
| CFLTConfluent, Inc. | CLASS A COM | $6.39 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $6.37 萬 | – |
| INTCIntel Corp | Stock | – | $4.35 萬 |
| CIFRCipher Digital Inc. | COM | $1.89 萬 | $2.24 萬 |
| PANWPalo Alto Networks Inc | Stock | – | $2.98 萬 |
| COSTCostco Wholesale Corp | Stock | $2.61 萬 | – |
| MARAMARA Holdings, Inc. | COM | $4,576 | $1.67 萬 |
| UNHUnitedHealth Group Inc | Stock | $2.08 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $658 | $1.86 萬 |
| QSQuantumScape Corp | COM CL A | – | $1.60 萬 |
| CINFCincinnati Financial Corp | COM | $1.49 萬 | – |
| AQSTAquestive Therapeutics, Inc. | COM | – | $1.40 萬 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | – | $1.36 萬 |
| KLACKLA Corp | COM NEW | $1.35 萬 | – |
| ALTAltimmune, Inc. | COM NEW | – | $1.32 萬 |
| VRSNVerisign Inc | COM | $1.22 萬 | – |
| IRENIREN Ltd | ORDINARY SHARES | $1.13 萬 | – |
| FLNCFluence Energy, Inc. | COM CL A | $1.13 萬 | – |
| BABAAlibaba Group Holding Ltd | ADR | – | $1.02 萬 |
| NUNu Holdings Ltd. | ORD SHS CL A | $9,680 | – |
| MGPIMGP Ingredients Inc | COM | $8,855 | – |
| GOOGAlphabet Inc. | Stock | $8,706 | – |
| AVGOBroadcom Inc. | Stock | $8,323 | – |
| VKTXViking Therapeutics, Inc. | COM | – | $7,428 |
| BABoeing Co | Stock | $7,222 | – |
| BMYBristol Myers Squibb Co | Stock | – | $7,136 |
| HDHome Depot, Inc. | Stock | $6,201 | – |
| CSCOCisco Systems, Inc. | Stock | $5,235 | – |
| AMZNAmazon Com Inc | Stock | $4,260 | – |
| BRK.BBerkshire Hathaway Inc | Stock | $4,167 | – |
| WULFTerawulf Inc. | COM | $4,143 | – |
| ABNBAirbnb, Inc. | Stock | $3,875 | – |
| iShares Russell 2000 ETF464287655 | ETF | – | $3,677 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | – | $3,562 |
| DLTRDollar Tree, Inc. | COM | $3,514 | – |
| ALRMAlarm.com Holdings, Inc. | COM | $3,450 | – |
| ABBVAbbVie Inc. | Stock | $1,384 | – |
| SCHWSchwab Charles Corp | Stock | $1,350 | – |
| AMGNAmgen Inc | Stock | $756 | – |
| TGTTarget Corp | Stock | $492 | – |
| SOUNSoundhound AI, Inc. | CLASS A COM | – | $375 |
| RIVNRivian Automotive, Inc. | Stock | – | $355 |
| GLDSPDR Gold Trust | ETF | – | $288 |
| TAT&T Inc. | Stock | – | $282 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | $148 | – |
| SLViShares Silver Trust | ETF | – | $118 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | – | $109 |
| SPCEVirgin Galactic Holdings, Inc | COM | – | $97 |
| ABTAbbott Laboratories | Stock | $92 | – |
2023 年第 4 季之後清倉（130 檔）
2023 年第 4 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 130 檔。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDRXVeradigm Inc. | COM | 475,100 | $498.4 萬 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 9,832 | $149.8 萬 | <0.1% | 歷史 |
| QGENQiagen N.V. | SHS NEW | 28,193 | $122.4 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 21,194 | $106.5 萬 | <0.1% | – |
| IMGNImmunoGen, Inc. | COM | 29,788 | $88.3 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 14,371 | $86.8 萬 | <0.1% | – |
| WisdomTree Tr97717X214 | EMERG MKTS ESG | 29,413 | $86.1 萬 | <0.1% | – |
| iShares Inc464286392 | MSCI WORLD ETF | 5,100 | $67.8 萬 | <0.1% | – |
| SRCSpirit Realty Capital, Inc. | COM NEW | 13,119 | $57.3 萬 | <0.1% | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 38,782 | $51.6 萬 | <0.1% | – |
| WNS Hldgs Ltd92932M101 | SPON ADR | 7,967 | $50.4 萬 | <0.1% | – |
| VVRInvesco Senior Income Trust | COM | 121,211 | $49.7 萬 | <0.1% | 歷史 |
| TMPTompkins Financial Corp | COM | 7,121 | $42.9 萬 | <0.1% | 歷史 |
| COLDAmericold Realty Trust | COM | 13,457 | $40.7 萬 | <0.1% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 1,251 | $39.6 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G888 | ETHO CLIMATE LEA | 7,023 | $39.0 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 7,146 | $38.1 萬 | <0.1% | – |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 16,312 | $31.7 萬 | <0.1% | – |
| AMALAmalgamated Financial Corp. | COM | 11,688 | $31.5 萬 | <0.1% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 3,053 | $30.8 萬 | <0.1% | 歷史 |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 21,615 | $30.0 萬 | <0.1% | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 8,561 | $29.5 萬 | <0.1% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,113 | $29.1 萬 | <0.1% | 歷史 |
| LTHMLivent Corp. | COM | 16,192 | $29.1 萬 | <0.1% | 歷史 |
| EMBCEmbecta Corp. | Stock | 15,167 | $28.7 萬 | <0.1% | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 5,463 | $28.2 萬 | <0.1% | – |
| SPSP Plus Corp | COM | 5,470 | $28.0 萬 | <0.1% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 23,375 | $26.8 萬 | <0.1% | 歷史 |
| MODVModivCare Inc | COM | 6,034 | $26.5 萬 | <0.1% | 歷史 |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 39,635 | $25.8 萬 | <0.1% | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 2,466 | $24.8 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,453 | $24.3 萬 | <0.1% | – |
| CALXCalix, Inc | COM | 5,558 | $24.3 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 10,150 | $24.3 萬 | <0.1% | – |
| WOLFWolfspeed, Inc. | Stock | 5,565 | $24.2 萬 | <0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 2,921 | $23.8 萬 | <0.1% | 歷史 |
| USLUnited States 12 Month Oil Fund, LP | UNIT BEN INT | 6,750 | $23.7 萬 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 8,906 | $23.6 萬 | <0.1% | – |
| DCOMDime Commercial Bancshares, Inc. | COM | 8,688 | $23.4 萬 | <0.1% | 歷史 |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 14,250 | $23.0 萬 | <0.1% | 歷史 |
| ProShares Tr74348A145 | PET CARE ETF | 4,351 | $22.9 萬 | <0.1% | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 2,073 | $22.7 萬 | <0.1% | – |
| ACADAcadia Pharmaceuticals Inc | COM | 7,243 | $22.7 萬 | <0.1% | 歷史 |
| TTECTTEC Holdings, Inc. | COM | 10,351 | $22.4 萬 | <0.1% | 歷史 |
| TDSTelephone & Data Systems Inc | COM NEW | 12,111 | $22.2 萬 | <0.1% | 歷史 |
| YETIYETI Holdings, Inc. | COM | 4,200 | $21.7 萬 | <0.1% | 歷史 |
| JKSJinkoSolar Holding Co., Ltd. | SPONSORED ADR | 5,866 | $21.7 萬 | <0.1% | 歷史 |
| Legg Mason ETF Invt Tr52468L786 | WESTN AST SHRT | 9,069 | $21.7 萬 | <0.1% | – |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 17,392 | $21.6 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 7,886 | $21.5 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 10,880 | $21.2 萬 | <0.1% | – |
| EGBNEagle Bancorp Inc | COM | 7,014 | $21.1 萬 | <0.1% | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 3,591 | $21.1 萬 | <0.1% | 歷史 |
| Listed FD Tr53656F680 | TRUESHARES NOV | 6,000 | $20.8 萬 | <0.1% | – |
| CRFCornerstone Total Return Fund Inc | COM | 28,965 | $20.4 萬 | <0.1% | 歷史 |
| GTYGetty Realty Corp | COM | 6,987 | $20.4 萬 | <0.1% | 歷史 |
| CZFSCitizens Financial Services Inc | COM | 3,153 | $20.4 萬 | <0.1% | 歷史 |
| JBTMJBT Marel Corp | COM | 2,046 | $20.3 萬 | <0.1% | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 5,033 | $20.3 萬 | <0.1% | 歷史 |
| FLUXFlux Power Holdings, Inc. | COM NEW | 49,252 | $20.2 萬 | <0.1% | 歷史 |
| MATWMatthews International Corp | CL A | 5,490 | $20.1 萬 | <0.1% | 歷史 |
| LGIHLGI Homes, Inc. | COM | 1,508 | $20.1 萬 | <0.1% | 歷史 |
| GMEGameStop Corp. | Stock | 10,728 | $18.8 萬 | <0.1% | 歷史 |
| VYXNCR Voyix Corp | COM | 11,034 | $18.7 萬 | <0.1% | 歷史 |
| HAINHain Celestial Group Inc | COM | 16,481 | $18.0 萬 | <0.1% | 歷史 |
| TASTCarrols Restaurant Group, Inc. | COM | 22,003 | $17.3 萬 | <0.1% | 歷史 |
| DISHDISH Network CORP | CL A | 29,528 | $17.0 萬 | <0.1% | 歷史 |
| FFICFlushing Financial Corp | COM | 10,188 | $16.8 萬 | <0.1% | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 16,104 | $16.7 萬 | <0.1% | 歷史 |
| MUABlackRock Muniassets Fund, Inc. | COM | 15,748 | $16.7 萬 | <0.1% | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 10,520 | $15.5 萬 | <0.1% | 歷史 |
| EFCEllington Financial Inc. | COM | 11,686 | $14.9 萬 | <0.1% | 歷史 |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 13,727 | $14.6 萬 | <0.1% | 歷史 |
| GPROGoPro, Inc. | CL A | 41,895 | $14.5 萬 | <0.1% | 歷史 |
| TLSITriSalus Life Sciences, Inc. | COM | 16,216 | $13.7 萬 | <0.1% | 歷史 |
| AGTIAgiliti, Inc. | COM | 16,025 | $12.7 萬 | <0.1% | 歷史 |
| AXTIAxt Inc | COM | 52,448 | $12.6 萬 | <0.1% | 歷史 |
| SGUStar Group, L.P. | UNIT LTD PARTNR | 10,858 | $12.5 萬 | <0.1% | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 10,212 | $12.5 萬 | <0.1% | 歷史 |
| CHGGChegg, Inc | COM | 10,316 | $11.7 萬 | <0.1% | 歷史 |
| CATOCato Corp | CL A | 16,194 | $11.6 萬 | <0.1% | 歷史 |
| Natura &CO Hldg S A63884N108 | ADS | 16,401 | $11.2 萬 | <0.1% | – |
| AHCOAdaptHealth Corp. | COMMON STOCK | 14,539 | $10.6 萬 | <0.1% | 歷史 |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 10,166 | $10.3 萬 | <0.1% | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 11,384 | $10.2 萬 | <0.1% | 歷史 |
| PCQPIMCO California Municipal Income Fund | COM | 10,609 | $9.89 萬 | <0.1% | 歷史 |
| MFMAberdeen Municipal Income Fund | SH BEN INT | 18,246 | $9.43 萬 | <0.1% | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 13,763 | $9.30 萬 | <0.1% | 歷史 |
| RWTRedwood Trust Inc | COM | 11,074 | $8.21 萬 | <0.1% | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 14,567 | $7.60 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 23,464 | $7.58 萬 | <0.1% | – |
| BKCCBlackRock Capital Investment Corp | COM | 19,523 | $7.56 萬 | <0.1% | 歷史 |
| ACBAurora Cannabis Inc | COM | 152,625 | $7.27 萬 | <0.1% | 歷史 |
| BRCCBRC Inc. | COM CL A | 19,556 | $7.10 萬 | <0.1% | 歷史 |
| OIAInvesco Municipal Income Opportunities Trust | COM | 10,697 | $6.79 萬 | <0.1% | 歷史 |
| OXLCOxford Lane Capital Corp. | COM | 13,074 | $6.46 萬 | <0.1% | 歷史 |
| AGFirst Majestic Silver Corp | COM | 10,038 | $6.17 萬 | <0.1% | 歷史 |
| ZTRVirtus Total Return Fund Inc. | COM | 10,523 | $5.80 萬 | <0.1% | 歷史 |
| BTMDbiote Corp. | CLASS A COM | 11,599 | $5.73 萬 | <0.1% | 歷史 |
| REALTheRealReal, Inc. | COM | 28,275 | $5.68 萬 | <0.1% | 歷史 |