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 |
|---|---|---|---|---|---|---|---|
| ABNBAirbnb, Inc. | Stock | 133,411 | $2,201 萬 | <0.1% | −16,680−11.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 730,229 | $2,207 萬 | <0.1% | −25,721−3.4% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 118,196 | $2,208 萬 | <0.1% | −355−0.3% | 減碼 | – |
| LINLinde PLC | Stock | 47,597 | $2,210 萬 | <0.1% | +7,028+17.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 139,208 | $2,225 萬 | <0.1% | +6,529+4.9% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 621,255 | $2,248 萬 | <0.1% | +23,343+3.9% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 206,310 | $2,274 萬 | <0.1% | −1,641−0.8% | 減碼 | – |
| ASMLASML Holding NV | ADR | 23,525 | $2,283 萬 | <0.1% | +3,055+14.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 57,410 | $2,291 萬 | <0.1% | +3,621+6.7% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 20,300 | $2,292 萬 | <0.1% | +91+0.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 85,701 | $2,300 萬 | <0.1% | +2,845+3.4% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 160,920 | $2,318 萬 | <0.1% | +4,330+2.8% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 143,973 | $2,327 萬 | <0.1% | −6,765−4.5% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 446,360 | $2,328 萬 | <0.1% | −41,001−8.4% | 減碼 | – |
| CCitigroup Inc | Stock | 368,472 | $2,330 萬 | <0.1% | +31,374+9.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 328,686 | $2,358 萬 | <0.1% | +19,710+6.4% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 277,235 | $2,377 萬 | <0.1% | −947−0.3% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 276,372 | $2,380 萬 | <0.1% | +6,474+2.4% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 124,005 | $2,389 萬 | <0.1% | +18,887+18.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 259,974 | $2,403 萬 | <0.1% | −73,254−22.0% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 577,002 | $2,431 萬 | <0.1% | +34,654+6.4% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 253,609 | $2,453 萬 | <0.1% | +11,100+4.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 339,465 | $2,483 萬 | <0.1% | −17,074−4.8% | 減碼 | – |
| TDToronto Dominion Bank | Stock | 413,305 | $2,496 萬 | <0.1% | −11,032−2.6% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 434,676 | $2,527 萬 | <0.1% | +1,564+0.4% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 1,928,923 | $2,562 萬 | <0.1% | +66,986+3.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 706,631 | $2,582 萬 | <0.1% | +7,331+1.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 99,066 | $2,583 萬 | <0.1% | −7,911−7.4% | 減碼 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 654,075 | $2,592 萬 | <0.1% | +93,444+16.7% | 加碼 | – |
| TAT&T Inc. | Stock | 1,486,345 | $2,616 萬 | <0.1% | +109,535+8.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 93,643 | $2,661 萬 | <0.1% | +39,995+74.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 246,479 | $2,678 萬 | <0.1% | +14,795+6.4% | 加碼 | – |
| APHAmphenol Corp | CL A | 235,491 | $2,716 萬 | <0.1% | +4,810+2.1% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 280,190 | $2,786 萬 | <0.1% | −86,865−23.7% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 277,241 | $2,787 萬 | <0.1% | −16,090−5.5% | 減碼 | – |
| SYKStryker Corp | Stock | 79,159 | $2,833 萬 | <0.1% | +2,150+2.8% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 421,349 | $2,839 萬 | <0.1% | +582+0.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 115,622 | $2,887 萬 | <0.1% | +13,971+13.7% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 226,237 | $2,892 萬 | <0.1% | −3,702−1.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 227,613 | $2,897 萬 | <0.1% | +16,069+7.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 69,785 | $2,915 萬 | <0.1% | +5,039+7.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 656,868 | $2,936 萬 | <0.1% | +24,713+3.9% | 加碼 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 1,130,086 | $2,956 萬 | <0.1% | −57,877−4.9% | 減碼 | – |
| BXBlackstone Inc. | COM | 225,148 | $2,958 萬 | <0.1% | +16,003+7.7% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 257,512 | $2,960 萬 | <0.1% | +10,751+4.4% | 加碼 | – |
| WMWaste Management Inc | Stock | 140,498 | $2,995 萬 | <0.1% | +4,044+3.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 295,397 | $2,996 萬 | <0.1% | +15,852+5.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 171,245 | $3,006 萬 | <0.1% | +6,306+3.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 121,560 | $3,036 萬 | <0.1% | +890+0.7% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 275,522 | $3,046 萬 | <0.1% | −18,507−6.3% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 175,100 | $3,050 萬 | <0.1% | +15,501+9.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 74,417 | $3,057 萬 | <0.1% | +369+0.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 422,639 | $3,057 萬 | <0.1% | −12,230−2.8% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 316,607 | $3,063 萬 | <0.1% | +6,419+2.1% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 259,136 | $3,065 萬 | <0.1% | −11,226−4.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 338,549 | $3,102 萬 | <0.1% | +31,219+10.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 75,119 | $3,140 萬 | <0.1% | +1,883+2.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 187,665 | $3,178 萬 | <0.1% | −7,059−3.6% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 159,679 | $3,218 萬 | <0.1% | +11,218+7.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 50,399 | $3,276 萬 | <0.1% | +3,354+7.1% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 61,419 | $3,297 萬 | <0.1% | +1,978+3.3% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 788,339 | $3,312 萬 | <0.1% | −18,214−2.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 145,475 | $3,312 萬 | <0.1% | +7,215+5.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 473,236 | $3,313 萬 | <0.1% | +13,433+2.9% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 258,748 | $3,322 萬 | <0.1% | +41,425+19.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 129,429 | $3,354 萬 | <0.1% | +1,804+1.4% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 84,418 | $3,358 萬 | <0.1% | +3,316+4.1% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 649,742 | $3,393 萬 | <0.1% | +477+0.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 830,518 | $3,412 萬 | <0.1% | −70,756−7.9% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 817,902 | $3,432 萬 | <0.1% | +63,374+8.4% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 343,767 | $3,462 萬 | <0.1% | +187,593+120.1% | 加碼 | – |
| TGTTarget Corp | Stock | 196,362 | $3,480 萬 | <0.1% | +1,725+0.9% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 286,873 | $3,534 萬 | <0.1% | −7,030−2.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 172,245 | $3,543 萬 | <0.1% | −3,415−1.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 240,734 | $3,578 萬 | <0.1% | −91,226−27.5% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 388,651 | $3,714 萬 | <0.1% | +177,216+83.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,371,614 | $3,806 萬 | <0.1% | +10,488+0.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 234,203 | $3,825 萬 | <0.1% | −1,343−0.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 642,904 | $3,877 萬 | <0.1% | +55,255+9.4% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 188,564 | $3,889 萬 | <0.1% | +457+0.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 504,826 | $3,903 萬 | <0.1% | −102,165−16.8% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 138,534 | $3,971 萬 | <0.1% | −7,370−5.1% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 479,032 | $3,975 萬 | <0.1% | −15,727−3.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 190,939 | $3,977 萬 | <0.1% | +1,856+1.0% | 加碼 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 617,335 | $4,011 萬 | <0.1% | −7,302−1.2% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 442,094 | $4,040 萬 | <0.1% | +8,023+1.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 666,219 | $4,067 萬 | <0.1% | −16,720−2.4% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 509,773 | $4,074 萬 | <0.1% | +1,543+0.3% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,650,122 | $4,079 萬 | <0.1% | −109,708−6.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 488,002 | $4,121 萬 | <0.1% | −2,034−0.4% | 減碼 | – |
| DOVDOVER Corp | COM | 235,973 | $4,181 萬 | <0.1% | +1,030+0.4% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 373,613 | $4,264 萬 | <0.1% | −1,983−0.5% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 463,842 | $4,301 萬 | <0.1% | −39,592−7.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 210,669 | $4,324 萬 | <0.1% | +5,753+2.8% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 566,793 | $4,346 萬 | <0.1% | +25,659+4.7% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 951,337 | $4,370 萬 | <0.1% | +95,366+11.1% | 加碼 | – |
| RTXRTX Corp | Stock | 452,192 | $4,410 萬 | <0.1% | +17,224+4.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 377,931 | $4,416 萬 | <0.1% | +24,903+7.1% | 加碼 | – |
| LRCXLam Research Corp | COM | 45,592 | $4,430 萬 | <0.1% | +1,894+4.3% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 771,590 | $4,442 萬 | <0.1% | +95,354+14.1% | 加碼 | – |
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 |