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 T46137V266 | S&P500 PUR GWT | 451,707 | $1,659 萬 | <0.1% | −161,765−26.4% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 150,671 | $1,618 萬 | <0.1% | −14,189−8.6% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 66,638 | $1,614 萬 | <0.1% | +688+1.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 169,552 | $1,596 萬 | <0.1% | +17,052+11.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 225,945 | $1,581 萬 | <0.1% | +10,674+5.0% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 403,408 | $1,572 萬 | <0.1% | +19,775+5.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 133,143 | $1,570 萬 | <0.1% | +14,398+12.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 116,096 | $1,568 萬 | <0.1% | +6,455+5.9% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 372,091 | $1,567 萬 | <0.1% | +12,669+3.5% | 加碼 | – |
| SYYSysco Corp | Stock | 191,383 | $1,554 萬 | <0.1% | +3,400+1.8% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 142,576 | $1,544 萬 | <0.1% | −506−0.4% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 165,227 | $1,508 萬 | <0.1% | −14,239−7.9% | 減碼 | – |
| SAPSAP SE | ADR | 77,024 | $1,502 萬 | <0.1% | +7,488+10.8% | 加碼 | 歷史 |
| MMM3M Co | Stock | 141,164 | $1,497 萬 | <0.1% | −4,808−3.3% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 150,306 | $1,492 萬 | <0.1% | +923+0.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 28,255 | $1,465 萬 | <0.1% | +1,442+5.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 352,358 | $1,453 萬 | <0.1% | +19,057+5.7% | 加碼 | – |
| SHWSherwin Williams Co | COM | 41,809 | $1,452 萬 | <0.1% | +3,516+9.2% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 154,066 | $1,440 萬 | <0.1% | +1,098+0.7% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 298,978 | $1,432 萬 | <0.1% | −50,515−14.5% | 減碼 | – |
| HASHasbro, Inc. | COM | 253,050 | $1,430 萬 | <0.1% | −2,530−1.0% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 138,728 | $1,426 萬 | <0.1% | −8,344−5.7% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 174,210 | $1,425 萬 | <0.1% | −21,625−11.0% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 52,325 | $1,422 萬 | <0.1% | +984+1.9% | 加碼 | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 303,960 | $1,407 萬 | <0.1% | +15,429+5.3% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 25,281 | $1,405 萬 | <0.1% | +2,755+12.2% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 126,896 | $1,402 萬 | <0.1% | +5,780+4.8% | 加碼 | – |
| CBSHCommerce Bancshares Inc | Stock | 261,101 | $1,389 萬 | <0.1% | +3,172+1.2% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 63,219 | $1,386 萬 | <0.1% | +7,643+13.8% | 加碼依 2 比 1 拆股換算 | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 545,093 | $1,365 萬 | <0.1% | +93,748+20.8% | 加碼 | – |
| PAYXPaychex Inc | Stock | 111,142 | $1,365 萬 | <0.1% | +1,170+1.1% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 151,622 | $1,363 萬 | <0.1% | +3,352+2.3% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 3,747 | $1,360 萬 | <0.1% | +540+16.8% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 54,334 | $1,359 萬 | <0.1% | +3,932+7.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 498,963 | $1,357 萬 | <0.1% | −25,444−4.9% | 減碼 | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 322,548 | $1,351 萬 | <0.1% | +11,856+3.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 91,139 | $1,346 萬 | <0.1% | −3,496−3.7% | 減碼 | – |
| TYLTyler Technologies Inc | COM | 31,640 | $1,345 萬 | <0.1% | +937+3.1% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 309,824 | $1,343 萬 | <0.1% | +80,876+35.3% | 加碼 | – |
| KLACKLA Corp | COM NEW | 19,045 | $1,330 萬 | <0.1% | +1,296+7.3% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 229,180 | $1,321 萬 | <0.1% | −508−0.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 66,780 | $1,320 萬 | <0.1% | +4,938+8.0% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 104,680 | $1,319 萬 | <0.1% | −1,640−1.5% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 82,674 | $1,313 萬 | <0.1% | +4,107+5.2% | 加碼 | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 401,426 | $1,304 萬 | <0.1% | −23,682−5.6% | 減碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 24,125 | $1,303 萬 | <0.1% | +616+2.6% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 523,885 | $1,300 萬 | <0.1% | +122,296+30.5% | 加碼 | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 565,416 | $1,299 萬 | <0.1% | −2,156−0.4% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 260,182 | $1,298 萬 | <0.1% | +64,651+33.1% | 加碼 | – |
| TDYTeledyne Technologies Inc | COM | 29,887 | $1,283 萬 | <0.1% | +269+0.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 425,132 | $1,280 萬 | <0.1% | +52,555+14.1% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 174,050 | $1,275 萬 | <0.1% | +4,138+2.4% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 91,772 | $1,272 萬 | <0.1% | +250.0% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 105,900 | $1,266 萬 | <0.1% | −2,666−2.5% | 減碼 | – |
| CDNSCadence Design Systems Inc | Stock | 40,580 | $1,263 萬 | <0.1% | +13,375+49.2% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 261,658 | $1,261 萬 | <0.1% | −14,831−5.4% | 減碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 4,340 | $1,261 萬 | <0.1% | +682+18.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 73,627 | $1,257 萬 | <0.1% | +6,185+9.2% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 247,672 | $1,243 萬 | <0.1% | +12,263+5.2% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 347,915 | $1,239 萬 | <0.1% | +18,842+5.7% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 43,054 | $1,216 萬 | <0.1% | +1,021+2.4% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 256,124 | $1,215 萬 | <0.1% | −47,072−15.5% | 減碼 | – |
| CINFCincinnati Financial Corp | COM | 97,612 | $1,212 萬 | <0.1% | −9,202−8.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 96,538 | $1,210 萬 | <0.1% | −4,108−4.1% | 減碼 | – |
| ELEstee Lauder Companies Inc | CL A | 77,769 | $1,199 萬 | <0.1% | +4,147+5.6% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 175,927 | $1,192 萬 | <0.1% | +29,057+19.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 41,041 | $1,190 萬 | <0.1% | +4,402+12.0% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 440,182 | $1,182 萬 | <0.1% | +93,107+26.8% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 63,716 | $1,178 萬 | <0.1% | +5,707+9.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 440,013 | $1,177 萬 | <0.1% | +28,302+6.9% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 62,558 | $1,169 萬 | <0.1% | −499−0.8% | 減碼 | – |
| SPGSimon Property Group Inc. | REIT | 74,128 | $1,160 萬 | <0.1% | +2,659+3.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 151,418 | $1,156 萬 | <0.1% | −1,233−0.8% | 減碼 | – |
| AKAMAkamai Technologies Inc | COM | 105,990 | $1,153 萬 | <0.1% | −638−0.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 233,451 | $1,148 萬 | <0.1% | +37,037+18.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 166,644 | $1,141 萬 | <0.1% | +15,113+10.0% | 加碼 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 196,086 | $1,134 萬 | <0.1% | −1,166−0.6% | 減碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 722,750 | $1,133 萬 | <0.1% | −60,384−7.7% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 209,312 | $1,132 萬 | <0.1% | +69,928+50.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 45,391 | $1,123 萬 | <0.1% | +421+0.9% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 41,827 | $1,109 萬 | <0.1% | +486+1.2% | 加碼 | 歷史 |
| AONAon plc | CL A | 32,806 | $1,095 萬 | <0.1% | +623+1.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 141,072 | $1,086 萬 | <0.1% | +51,430+57.4% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 83,243 | $1,084 萬 | <0.1% | +11,811+16.5% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 36,103 | $1,083 萬 | <0.1% | +790+2.2% | 加碼 | – |
| HSYHershey Co | COM | 55,648 | $1,082 萬 | <0.1% | +2,951+5.6% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 187,524 | $1,079 萬 | <0.1% | +14,943+8.7% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 32,241 | $1,075 萬 | <0.1% | +3,372+11.7% | 加碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 435,602 | $1,070 萬 | <0.1% | −48,646−10.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 111,407 | $1,050 萬 | <0.1% | −224−0.2% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 213,200 | $1,049 萬 | <0.1% | +5,928+2.9% | 加碼 | – |
| FTNTFortinet, Inc. | Stock | 153,002 | $1,045 萬 | <0.1% | +4,336+2.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 48,312 | $1,040 萬 | <0.1% | +5,040+11.6% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 114,136 | $1,032 萬 | <0.1% | +13,827+13.8% | 加碼 | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 491,641 | $1,029 萬 | <0.1% | +23,872+5.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 96,359 | $1,026 萬 | <0.1% | +4,687+5.1% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 430,090 | $1,026 萬 | <0.1% | +133,365+44.9% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 60,548 | $1,025 萬 | <0.1% | +8,158+15.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 859,886 | $1,022 萬 | <0.1% | −1670.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 62,091 | $1,020 萬 | <0.1% | +3,636+6.2% | 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 |