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 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V712 | DYNMC MKT ETF | 4,491 | $20.4 萬 | <0.1% | +4,491 | 新進 | – |
| MATVMativ Holdings, Inc. | COM | 10,905 | $20.4 萬 | <0.1% | +10,905 | 新進 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 8,260 | $20.5 萬 | <0.1% | +8,260 | 新進 | 歷史 |
| TZOOTravelzoo | COM NEW | 20,100 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NODKNI Holdings, Inc. | COM | 13,533 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp531229789 | Stock | 6,907 | $20.5 萬 | <0.1% | −2,083−23.2% | 減碼 | – |
| ROICRetail Opportunity Investments Corp | COM | 16,047 | $20.6 萬 | <0.1% | +1,040+6.9% | 加碼 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 13,664 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VAXXVaxxinity, Inc. | COM CL A | 286,862 | $20.6 萬 | <0.1% | +1,773+0.6% | 加碼 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 2,878 | $20.6 萬 | <0.1% | +2,878 | 新進 | 歷史 |
| AVAVAeroVironment Inc | COM | 1,345 | $20.6 萬 | <0.1% | +1,345 | 新進 | 歷史 |
| NVRIEnviri Corp | COM | 22,591 | $20.7 萬 | <0.1% | +1,420+6.7% | 加碼 | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 8,280 | $20.7 萬 | <0.1% | +8,280 | 新進 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 38,300 | $20.7 萬 | <0.1% | +25,550+200.4% | 加碼 | 歷史 |
| HBMHudbay Minerals Inc. | COM | 29,573 | $20.7 萬 | <0.1% | +3,939+15.4% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 4,944 | $20.7 萬 | <0.1% | −18,261−78.7% | 減碼 | 歷史 |
| NAVINavient Corp | COM | 11,939 | $20.8 萬 | <0.1% | −1,396−10.5% | 減碼 | 歷史 |
| COLLCollegium Pharmaceutical, Inc | COM | 5,372 | $20.9 萬 | <0.1% | +5,372 | 新進 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 2,359 | $20.9 萬 | <0.1% | −145−5.8% | 減碼 | – |
| CIONCION Investment Corp | COM | 18,966 | $20.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNKCinemark Holdings, Inc. | COM | 11,621 | $20.9 萬 | <0.1% | +11,621 | 新進 | 歷史 |
| SPTSprout Social, Inc. | COM CL A | 3,499 | $20.9 萬 | <0.1% | +3,499 | 新進 | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 18,988 | $20.9 萬 | <0.1% | −13−0.1% | 減碼 | 歷史 |
| CVCOCavco Industries, Inc. | COM | 524 | $20.9 萬 | <0.1% | +524 | 新進 | 歷史 |
| PEOAdams Natural Resources Fund, Inc. | COM | 9,099 | $21.0 萬 | <0.1% | +9,099 | 新進 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 5,417 | $21.0 萬 | <0.1% | −764−12.4% | 減碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 1,833 | $21.0 萬 | <0.1% | +1,833 | 新進 | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 5,979 | $21.0 萬 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37950E101 | FTSE NORDIC REG | 8,600 | $21.1 萬 | <0.1% | 00.0% | 不變 | – |
| CNHCNH Industrial N.V. | SHS | 16,307 | $21.1 萬 | <0.1% | −5,125−23.9% | 減碼 | 歷史 |
| PNNTPennantpark Investment Corp | COM | 30,918 | $21.3 萬 | <0.1% | +357+1.2% | 加碼 | 歷史 |
| RGCORGC Resources Inc | COM | 10,525 | $21.3 萬 | <0.1% | +25+0.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W786 | INTL DIV EX FINL | 5,211 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| UAUnder Armour, Inc. | CL C | 29,990 | $21.4 萬 | <0.1% | +28+0.1% | 加碼 | 歷史 |
| NWLINational Western Life Group, Inc. | CL A | 436 | $21.4 萬 | <0.1% | −6−1.4% | 減碼 | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 3,236 | $21.5 萬 | <0.1% | −9−0.3% | 減碼 | 歷史 |
| CRDFCardiff Oncology, Inc. | COM | 40,251 | $21.5 萬 | <0.1% | +14,751+57.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 7,695 | $21.5 萬 | <0.1% | −1,074−12.2% | 減碼 | – |
| Global X FDS37954Y616 | S&P 500 QLT ETF | 6,203 | $21.5 萬 | <0.1% | +6,203 | 新進 | – |
| Hingham Instn SVGS Mass433323102 | COM | 1,241 | $21.7 萬 | <0.1% | +1,241 | 新進 | – |
| FOXFFox Factory Holding Corp | COM | 4,163 | $21.7 萬 | <0.1% | +4,163 | 新進 | 歷史 |
| BYByline Bancorp, Inc. | COM | 9,992 | $21.7 萬 | <0.1% | +9,992 | 新進 | 歷史 |
| SNDRSchneider National, Inc. | CL B | 9,588 | $21.7 萬 | <0.1% | +804+9.2% | 加碼 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 40,438 | $21.7 萬 | <0.1% | +8,800+27.8% | 加碼 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 2,743 | $21.7 萬 | <0.1% | +2,743 | 新進 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 7,453 | $21.7 萬 | <0.1% | +1,205+19.3% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 10,826 | $21.8 萬 | <0.1% | +409+3.9% | 加碼 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM | 183,500 | $21.8 萬 | <0.1% | +45,000+32.5% | 加碼 | 歷史 |
| AMWDAmerican Woodmark Corp | COM | 2,149 | $21.8 萬 | <0.1% | +2,149 | 新進 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 3,636 | $21.9 萬 | <0.1% | +3,636 | 新進 | – |
| OLPOne Liberty Properties Inc | COM | 9,722 | $22.0 萬 | <0.1% | +234+2.5% | 加碼 | 歷史 |
| GRDIGRIID Infrastructure Inc. | COMMON STOCK | 166,496 | $22.0 萬 | <0.1% | +166,496 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 8,280 | $22.0 萬 | <0.1% | +278+3.5% | 加碼 | – |
| VIRVir Biotechnology, Inc. | COM | 21,813 | $22.1 萬 | <0.1% | +4,657+27.1% | 加碼 | 歷史 |
| CASSCass Information Systems Inc | COM | 4,601 | $22.2 萬 | <0.1% | +4,601 | 新進 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 9,315 | $22.2 萬 | <0.1% | −15−0.2% | 減碼 | 歷史 |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 13,647 | $22.3 萬 | <0.1% | +13,647 | 新進 | 歷史 |
| FISIFinancial Institutions Inc | COM | 11,863 | $22.3 萬 | <0.1% | +647+5.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G888 | SHORT TERM ETF | 2,117 | $22.3 萬 | <0.1% | +53+2.6% | 加碼 | – |
| EQXEquinox Gold Corp. | COM | 37,162 | $22.4 萬 | <0.1% | +1,090+3.0% | 加碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 27,860 | $22.4 萬 | <0.1% | −11,649−29.5% | 減碼 | 歷史 |
| WMKWeis Markets Inc | COM | 3,476 | $22.4 萬 | <0.1% | +3,476 | 新進 | 歷史 |
| UMHUmh Properties, Inc. | COM | 13,811 | $22.4 萬 | <0.1% | +812+6.2% | 加碼 | 歷史 |
| YORWYork Water Co | COM | 6,196 | $22.5 萬 | <0.1% | +6,196 | 新進 | 歷史 |
| BVBrightView Holdings, Inc. | COM | 18,923 | $22.5 萬 | <0.1% | +2,311+13.9% | 加碼 | 歷史 |
| ARRArmour Residential REIT, Inc. | COM SHS | 11,394 | $22.5 萬 | <0.1% | −1,429−11.1% | 減碼 | 歷史 |
| HEESH&E Equipment Services, Inc. | COM | 3,513 | $22.5 萬 | <0.1% | +3,513 | 新進 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 3,950 | $22.6 萬 | <0.1% | +3,950 | 新進 | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 3,747 | $22.6 萬 | <0.1% | +3,747 | 新進 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 9,122 | $22.6 萬 | <0.1% | +9,122 | 新進 | 歷史 |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 7,340 | $22.6 萬 | <0.1% | −3,230−30.6% | 減碼 | – |
| BZHBeazer Homes USA Inc | COM NEW | 6,898 | $22.6 萬 | <0.1% | +979+16.5% | 加碼 | 歷史 |
| NSANational Storage Affiliates Trust | COM SHS BEN IN | 5,789 | $22.7 萬 | <0.1% | +5,789 | 新進 | 歷史 |
| OSPNOneSpan Inc. | COM | 19,519 | $22.7 萬 | <0.1% | −35,987−64.8% | 減碼 | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 5,202 | $22.7 萬 | <0.1% | +5,202 | 新進 | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 6,672 | $22.8 萬 | <0.1% | +6,672 | 新進 | 歷史 |
| OSISOsi Systems Inc | COM | 1,594 | $22.8 萬 | <0.1% | +1,594 | 新進 | 歷史 |
| SSRMSSR Mining Inc. | Stock | 51,133 | $22.8 萬 | <0.1% | +25,854+102.3% | 加碼 | 歷史 |
| AZEKAZEK Co Inc. | CL A | 4,540 | $22.8 萬 | <0.1% | +4,540 | 新進 | 歷史 |
| CNXCConcentrix Corp | Stock | 3,447 | $22.8 萬 | <0.1% | −183−5.0% | 減碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 6,625 | $22.9 萬 | <0.1% | +6,625 | 新進 | 歷史 |
| PRGSProgress Software Corp | COM | 4,291 | $22.9 萬 | <0.1% | +331+8.4% | 加碼 | 歷史 |
| KREFKKR Real Estate Finance Trust Inc. | COM | 22,774 | $22.9 萬 | <0.1% | −23,317−50.6% | 減碼 | 歷史 |
| PFLPIMCO Income Strategy Fund | COM | 27,019 | $22.9 萬 | <0.1% | −20.0% | 減碼 | 歷史 |
| HPPHudson Pacific Properties, Inc. | COM | 35,537 | $22.9 萬 | <0.1% | +630+1.8% | 加碼 | 歷史 |
| Global X FDS37954Y459 | RUSSELL 2000 | 13,556 | $22.9 萬 | <0.1% | +113+0.8% | 加碼 | – |
| Ea Series Trust02072L573 | STRIVE 2000 ETF | 7,647 | $22.9 萬 | <0.1% | −1,517−16.6% | 減碼 | – |
| ATEXAnterix Inc. | COM | 6,827 | $22.9 萬 | <0.1% | +162+2.4% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 1,077 | $23.0 萬 | <0.1% | +45+4.4% | 加碼 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 9,100 | $23.0 萬 | <0.1% | −7,500−45.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 9,688 | $23.0 萬 | <0.1% | +579+6.4% | 加碼 | – |
| HSTMHealthstream Inc | COM | 8,627 | $23.0 萬 | <0.1% | +736+9.3% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 2,883 | $23.0 萬 | <0.1% | +68+2.4% | 加碼 | – |
| ADArray Digital Infrastructure, Inc. | COM | 6,320 | $23.1 萬 | <0.1% | −88−1.4% | 減碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 4,979 | $23.1 萬 | <0.1% | −1,202−19.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 5,201 | $23.1 萬 | <0.1% | +41+0.8% | 加碼 | – |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 7,781 | $23.1 萬 | <0.1% | 00.0% | 不變 | – |
| BCBrunswick Corp | COM | 2,397 | $23.1 萬 | <0.1% | +2,397 | 新進 | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 7,136 | $23.1 萬 | <0.1% | +7,136 | 新進 | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 688 | $23.1 萬 | <0.1% | −3,962−85.2% | 減碼 | – |
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 |