Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 3,594
- 較 2025 年第 1 季 +170
- 總值
- $1,171 億
- 較 2025 年第 1 季 +$107.4 億 (+10.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| REGRegency Centers Corp | COM | 15,023 | $107.0 萬 | <0.1% | +332+2.3% | 加碼 | 歷史 |
| STELStellar Bancorp, Inc. | COM | 38,259 | $107.0 萬 | <0.1% | +25,557+201.2% | 加碼 | 歷史 |
| FCPTFour Corners Property Trust, Inc. | COM | 39,794 | $107.1 萬 | <0.1% | +6,900+21.0% | 加碼 | 歷史 |
| SONSonoco Products Co | COM | 24,636 | $107.3 萬 | <0.1% | +10,312+72.0% | 加碼 | 歷史 |
| ARLPAlliance Resource Partners LP | Stock | 41,162 | $107.6 萬 | <0.1% | −23,564−36.4% | 減碼 | 歷史 |
| JBSJBS N.V. | ADR | 73,818 | $107.8 萬 | <0.1% | +73,818 | 新進 | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 27,747 | $108.0 萬 | <0.1% | −3,210−10.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 33,968 | $108.0 萬 | <0.1% | +23,287+218.0% | 加碼 | – |
| AZEKAZEK Co Inc. | CL A | 19,886 | $108.1 萬 | <0.1% | +1,953+10.9% | 加碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 246,872 | $108.1 萬 | <0.1% | +28,735+13.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 3,967 | $108.2 萬 | <0.1% | +184+4.9% | 加碼 | – |
| ONTOnterris, Inc. | COM | 49,481 | $108.3 萬 | <0.1% | +1,891+4.0% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 57,574 | $108.4 萬 | <0.1% | +7,096+14.1% | 加碼 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 7,528 | $108.4 萬 | <0.1% | −39−0.5% | 減碼 | 歷史 |
| DRSLeonardo DRS, Inc. | Stock | 23,385 | $108.7 萬 | <0.1% | +11,268+93.0% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 17,222 | $108.8 萬 | <0.1% | +4,889+39.6% | 加碼 | 歷史 |
| SSLSasol Ltd | SPONSORED ADR | 246,324 | $108.9 萬 | <0.1% | +150,491+157.0% | 加碼 | 歷史 |
| NVEENV5 Global, Inc. | COM | 47,154 | $108.9 萬 | <0.1% | −46,850−49.8% | 減碼 | 歷史 |
| SMBCSouthern Missouri Bancorp, Inc. | COM | 19,891 | $109.0 萬 | <0.1% | +8,740+78.4% | 加碼 | 歷史 |
| SKXSkechers USA Inc | CL A | 17,306 | $109.2 萬 | <0.1% | +8,397+94.3% | 加碼 | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 38,253 | $109.3 萬 | <0.1% | −11,772−23.5% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 11,810 | $109.4 萬 | <0.1% | −1,140−8.8% | 減碼 | – |
| AGIAlamos Gold Inc | Stock | 41,326 | $109.8 萬 | <0.1% | +12,060+41.2% | 加碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 14,572 | $109.8 萬 | <0.1% | −2,215−13.2% | 減碼 | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 161,847 | $109.9 萬 | <0.1% | +63,920+65.3% | 加碼 | 歷史 |
| FORMFormfactor Inc | COM | 31,939 | $109.9 萬 | <0.1% | +11,732+58.1% | 加碼 | 歷史 |
| CBTCabot Corp | COM | 14,667 | $110.0 萬 | <0.1% | −592−3.9% | 減碼 | 歷史 |
| BELFBBel Fuse Inc | CL B | 11,267 | $110.1 萬 | <0.1% | +513+4.8% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 33,470 | $110.1 萬 | <0.1% | −23−0.1% | 減碼 | – |
| Defiance Quantum ETF26922A420 | ETF | 11,991 | $110.1 萬 | <0.1% | +792+7.1% | 加碼 | – |
| RRXRegal Rexnord Corp | COM | 7,598 | $110.1 萬 | <0.1% | −106,309−93.3% | 減碼 | 歷史 |
| MZTIMarzetti Co | COM | 6,376 | $110.2 萬 | <0.1% | +1,569+32.6% | 加碼 | 歷史 |
| ITGRInteger Holdings Corp | COM | 8,966 | $110.3 萬 | <0.1% | −389−4.2% | 減碼 | 歷史 |
| Copel-ADR20441B605 | ADR | 121,104 | $110.6 萬 | <0.1% | +18,844+18.4% | 加碼 | – |
| PAGPenske Automotive Group, Inc. | COM | 6,436 | $110.6 萬 | <0.1% | +3,065+90.9% | 加碼 | 歷史 |
| CCBCoastal Financial Corp | COM NEW | 11,466 | $111.1 萬 | <0.1% | +1,582+16.0% | 加碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 12,920 | $111.1 萬 | <0.1% | +1,413+12.3% | 加碼 | 歷史 |
| ALGAlamo Group Inc | COM | 5,091 | $111.2 萬 | <0.1% | +277+5.8% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 27,418 | $111.5 萬 | <0.1% | +2,433+9.7% | 加碼 | – |
| Avidity Biosciences, Inc.05370A108 | COM | 39,260 | $111.5 萬 | <0.1% | +6,599+20.2% | 加碼 | – |
| HCCWarrior Met Coal, Inc. | COM | 24,376 | $111.7 萬 | <0.1% | +3,312+15.7% | 加碼 | 歷史 |
| LNWOLight & Wonder, Inc. | COM | 11,624 | $111.9 萬 | <0.1% | −2,208−16.0% | 減碼 | 歷史 |
| BASECouchbase, Inc. | COM | 45,946 | $112.0 萬 | <0.1% | +26,260+133.4% | 加碼 | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 113,127 | $112.2 萬 | <0.1% | +24,568+27.7% | 加碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 24,953 | $112.3 萬 | <0.1% | +24,953 | 新進 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 23,491 | $112.4 萬 | <0.1% | +2,366+11.2% | 加碼 | – |
| TFIITFI International Inc. | COM | 12,546 | $112.5 萬 | <0.1% | +6,388+103.7% | 加碼 | 歷史 |
| INSWInternational Seaways, Inc. | COM | 30,981 | $113.0 萬 | <0.1% | +22,628+270.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 20,847 | $113.1 萬 | <0.1% | +4,610+28.4% | 加碼 | – |
| CVCOCavco Industries, Inc. | COM | 2,605 | $113.2 萬 | <0.1% | −1,608−38.2% | 減碼 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 13,526 | $113.3 萬 | <0.1% | +159+1.2% | 加碼 | 歷史 |
| PLGOPelagos Insurance Capital Ltd | COM | 68,411 | $113.4 萬 | <0.1% | +54,146+379.6% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 14,066 | $113.4 萬 | <0.1% | −1,423−9.2% | 減碼 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 24,636 | $113.4 萬 | <0.1% | −639−2.5% | 減碼 | 歷史 |
| SBRSabine Royalty Trust | UNIT BEN INT | 17,070 | $113.5 萬 | <0.1% | −100−0.6% | 減碼 | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 23,546 | $113.5 萬 | <0.1% | +150+0.6% | 加碼 | – |
| LOPEGrand Canyon Education, Inc. | COM | 6,005 | $113.5 萬 | <0.1% | +435+7.8% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 17,439 | $113.5 萬 | <0.1% | +653+3.9% | 加碼 | – |
| LOARLoar Holdings Inc. | COM SHS | 13,181 | $113.6 萬 | <0.1% | +13,181 | 新進 | 歷史 |
| CIBGrupo Cibest S.A. | SPON ADS | 24,616 | $113.7 萬 | <0.1% | −1,167−4.5% | 減碼 | 歷史 |
| WPPWPP plc | ADR | 32,594 | $114.1 萬 | <0.1% | +14,816+83.3% | 加碼 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 29,905 | $114.2 萬 | <0.1% | +9,253+44.8% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 47,574 | $114.4 萬 | <0.1% | −11,681−19.7% | 減碼 | 歷史 |
| DFINDonnelley Financial Solutions, Inc. | COM | 18,586 | $114.6 萬 | <0.1% | +10,881+141.2% | 加碼 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 25,583 | $114.7 萬 | <0.1% | +2,009+8.5% | 加碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 27,580 | $114.7 萬 | <0.1% | −281−1.0% | 減碼 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 101,642 | $114.9 萬 | <0.1% | +25,149+32.9% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 8,356 | $114.9 萬 | <0.1% | −3,730−30.9% | 減碼 | 歷史 |
| HROWHarrow, Inc. | COM | 37,693 | $115.1 萬 | <0.1% | +6,737+21.8% | 加碼 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 21,493 | $115.6 萬 | <0.1% | +8,568+66.3% | 加碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 15,597 | $116.1 萬 | <0.1% | +174+1.1% | 加碼 | – |
| TDWTidewater Inc | COM | 25,188 | $116.2 萬 | <0.1% | +15,854+169.9% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 8,862 | $116.3 萬 | <0.1% | +1,058+13.6% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 21,070 | $116.4 萬 | <0.1% | +10,292+95.5% | 加碼 | 歷史 |
| LASRNlight, Inc. | COM | 59,166 | $116.4 萬 | <0.1% | +3,814+6.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 37,544 | $116.5 萬 | <0.1% | −20,339−35.1% | 減碼 | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 123,380 | $116.6 萬 | <0.1% | +6,483+5.5% | 加碼 | 歷史 |
| KRCKilroy Realty Corp | COM | 33,991 | $116.6 萬 | <0.1% | −1,141−3.2% | 減碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 63,805 | $116.9 萬 | <0.1% | +1,370+2.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 60,205 | $117.6 萬 | <0.1% | −10,060−14.3% | 減碼 | – |
| HSICHenry Schein Inc | COM | 16,137 | $117.9 萬 | <0.1% | +1,769+12.3% | 加碼 | 歷史 |
| MATXMatson, Inc. | COM | 10,590 | $117.9 萬 | <0.1% | −4,910−31.7% | 減碼 | 歷史 |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 70,094 | $118.7 萬 | <0.1% | +10,490+17.6% | 加碼 | 歷史 |
| NTCTNetscout Systems Inc | COM | 47,860 | $118.7 萬 | <0.1% | −4,601−8.8% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 51,629 | $118.7 萬 | <0.1% | −1,015−1.9% | 減碼 | 歷史 |
| SSRMSSR Mining Inc. | Stock | 93,057 | $118.8 萬 | <0.1% | +4,453+5.0% | 加碼 | 歷史 |
| CPTCamden Property Trust | REIT | 10,573 | $119.2 萬 | <0.1% | +1,654+18.5% | 加碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 12,198 | $120.0 萬 | <0.1% | +826+7.3% | 加碼 | 歷史 |
| KIMKimco Realty Corp | COM | 57,117 | $120.1 萬 | <0.1% | +8,210+16.8% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 6,503 | $120.4 萬 | <0.1% | −1,151−15.0% | 減碼 | 歷史 |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 27,273 | $120.4 萬 | <0.1% | +48+0.2% | 加碼 | – |
| RLRalph Lauren Corp | CL A | 4,395 | $120.5 萬 | <0.1% | +1,185+36.9% | 加碼 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 86,376 | $120.7 萬 | <0.1% | −6,390−6.9% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 13,368 | $120.9 萬 | <0.1% | +3,656+37.6% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 3,811 | $121.0 萬 | <0.1% | −2,562−40.2% | 減碼 | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 24,817 | $121.2 萬 | <0.1% | −2,152−8.0% | 減碼 | 歷史 |
| RRCRange Resources Corp | COM | 29,807 | $121.2 萬 | <0.1% | +86+0.3% | 加碼 | 歷史 |
| RESRPC Inc | COM | 256,621 | $121.4 萬 | <0.1% | +12,152+5.0% | 加碼 | 歷史 |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 41,068 | $121.6 萬 | <0.1% | +5,701+16.1% | 加碼 | 歷史 |
| BMRCBank of Marin Bancorp | COM | 53,363 | $121.9 萬 | <0.1% | +26,824+101.1% | 加碼 | 歷史 |
選擇權（74 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 |
|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | $1.69 萬 | $645.0 萬 |
| NVDANVIDIA Corp | Stock | $136.9 萬 | $489.5 萬 |
| WFCWells Fargo & Company | Stock | – | $371.3 萬 |
| METAMeta Platforms, Inc. | Stock | $3.01 萬 | $205.9 萬 |
| AAPLApple Inc. | Stock | $62.6 萬 | $22.0 萬 |
| MSFTMicrosoft Corp | Stock | $5.07 萬 | $54.8 萬 |
| UNHUnitedHealth Group Inc | Stock | $43.5 萬 | $3,240 |
| AMZNAmazon Com Inc | Stock | – | $40.8 萬 |
| UBERUber Technologies, Inc | Stock | – | $25.9 萬 |
| TGTTarget Corp | Stock | – | $19.6 萬 |
| HDHome Depot, Inc. | Stock | $17.5 萬 | – |
| MSTRStrategy Inc | Stock | – | $17.5 萬 |
| ISRGIntuitive Surgical Inc | COM NEW | $15.8 萬 | – |
| DOCNDigitalOcean Holdings, Inc. | COM | $10.9 萬 | – |
| CINFCincinnati Financial Corp | COM | $10.2 萬 | – |
| COSTCostco Wholesale Corp | Stock | $9.98 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $1.21 萬 | $7.44 萬 |
| ACHRArcher Aviation Inc. | Stock | – | $6.08 萬 |
| INTCIntel Corp | Stock | – | $5.80 萬 |
| AVXLAnavex Life Sciences Corp. | COM NEW | – | $4.98 萬 |
| AIZAssurant, Inc. | Stock | $4.64 萬 | – |
| SAPSAP SE | ADR | $4.13 萬 | – |
| ORCLOracle Corp | Stock | – | $4.02 萬 |
| SCHWSchwab Charles Corp | Stock | $3.94 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $3.65 萬 | – |
| RBLXRoblox Corp | Stock | $3.63 萬 | – |
| APPAppLovin Corp | COM CL A | $3.09 萬 | – |
| MRVLMarvell Technology, Inc. | COM | $2.93 萬 | – |
| DEDeere & Co | Stock | $2.27 萬 | – |
| GOOGLAlphabet Inc. | Stock | $1.89 萬 | $3,170 |
| NFLXNetflix Inc | Stock | $1.96 萬 | – |
| ABBVAbbVie Inc. | Stock | $1.57 萬 | – |
| AMATApplied Materials Inc | Stock | $1.46 萬 | – |
| COINCoinbase Global, Inc. | COM CL A | – | $1.42 萬 |
| JNJJohnson & Johnson | Stock | $1.41 萬 | – |
| BEBloom Energy Corp | COM CL A | – | $1.38 萬 |
| IBITiShares Bitcoin Trust ETF | ETF | – | $1.18 萬 |
| AVGOBroadcom Inc. | Stock | $1.16 萬 | – |
| TMUST-Mobile US, Inc. | Stock | $1.10 萬 | – |
| UNPUnion Pacific Corp | Stock | $1.06 萬 | – |
| TSLATesla, Inc. | Stock | $4,359 | $5,385 |
| GLDSPDR Gold Trust | ETF | – | $9,496 |
| WMTWalmart Inc. | Stock | $9,096 | – |
| HESHess Corp | Stock | $8,619 | – |
| IONQIonQ, Inc. | COM | – | $8,522 |
| POETPoet Technologies Inc. | COM NEW | – | $7,000 |
| iShares Russell 2000 ETF464287655 | ETF | $6,872 | $73 |
| iShares MSCI Eafe ETF464287465 | ETF | $5,866 | – |
| LRCXLam Research Corp | Stock | $5,299 | – |
| AMGNAmgen Inc | Stock | $5,199 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | $4,460 | – |
| CSCOCisco Systems, Inc. | Stock | $4,183 | – |
| GRABGrab Holdings Ltd | CLASS A ORD | – | $3,750 |
| MARAMARA Holdings, Inc. | COM | – | $3,660 |
| DLTRDollar Tree, Inc. | COM | $3,563 | – |
| ABTAbbott Laboratories | Stock | $2,826 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | $2,514 | – |
| TOSTToast, Inc. | Stock | – | $2,512 |
| MCKMcKesson Corp | Stock | $2,301 | – |
| CORZCore Scientific, Inc. | COM | – | $2,077 |
| QSQuantumScape Corp | COM CL A | – | $1,900 |
| PANWPalo Alto Networks Inc | Stock | – | $1,601 |
| BABoeing Co | Stock | $1,563 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | $1,357 | – |
| AMDAdvanced Micro Devices Inc | Stock | – | $1,010 |
| GOOGAlphabet Inc. | Stock | $906 | – |
| UVXYProShares Trust II | ULTRA VIX SHORT | – | $197 |
| Schwab Strategic Tr808524656 | CRYPTO THEMATIC | – | $107 |
| GMEGameStop Corp. | Stock | – | $80 |
| OPENOpendoor Technologies Inc. | COM | – | $69 |
| IRMIron Mountain Inc | COM | – | $53 |
| OXYOccidental Petroleum Corp | Stock | – | $31 |
| NVONovo Nordisk A S | ADR | – | $30 |
| SBUXStarbucks Corp | Stock | – | $4 |
2025 年第 1 季之後清倉（147 檔）
2025 年第 1 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 147 檔。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DFSDiscover Financial Services | COM | 71,965 | $1,228 萬 | <0.1% | 歷史 |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 241,665 | $878.9 萬 | <0.1% | – |
| FBMSFirst Bancshares Inc | COM | 84,394 | $285.3 萬 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 140,667 | $273.5 萬 | <0.1% | – |
| BECNQxo Building Products, Inc. | COM | 21,703 | $268.5 萬 | <0.1% | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 19,322 | $254.9 萬 | <0.1% | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 69,948 | $195.5 萬 | <0.1% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 46,656 | $145.8 萬 | <0.1% | 歷史 |
| NRXSNeuraxis, INC | COM | 551,668 | $118.6 萬 | <0.1% | 歷史 |
| Microsectors Fang Plus Index 3X063679534 | ETP | 3,244 | $116.8 萬 | <0.1% | – |
| HEESH&E Equipment Services, Inc. | COM | 11,256 | $106.7 萬 | <0.1% | 歷史 |
| Vishay Intertechnology Inc928298AP3 | NOTE 2.250% 6/1 | – | $105.6 萬 | <0.1% | – |
| ROCKGibraltar Industries, Inc. | COM | 17,957 | $105.3 萬 | <0.1% | 歷史 |
| XUnited States Steel Corp | COM | 24,849 | $105.0 萬 | <0.1% | 歷史 |
| iShares Tr46436E676 | ESG AWARE GROWTH | 26,676 | $83.6 萬 | <0.1% | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 15,246 | $78.0 萬 | <0.1% | – |
| PYCRPaycor HCM, Inc. | COM | 26,688 | $59.9 萬 | <0.1% | 歷史 |
| PROPROS Holdings, Inc. | COM | 30,445 | $57.9 萬 | <0.1% | 歷史 |
| BERYBerry Global Group, Inc. | COM | 7,333 | $51.2 萬 | <0.1% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 7,986 | $51.0 萬 | <0.1% | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 5,027 | $50.5 萬 | <0.1% | – |
| JWNNordstrom Inc | Stock | 20,496 | $50.1 萬 | <0.1% | 歷史 |
| VCYTVeracyte, Inc. | COM | 16,159 | $47.9 萬 | <0.1% | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 5,248 | $46.1 萬 | <0.1% | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 17,507 | $43.7 萬 | <0.1% | – |
| ERIIEnergy Recovery, Inc. | COM | 26,867 | $42.7 萬 | <0.1% | 歷史 |
| MBINMerchants Bancorp | COM | 11,447 | $42.4 萬 | <0.1% | 歷史 |
| AINAlbany International Corp | CL A | 5,958 | $41.1 萬 | <0.1% | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 15,849 | $40.2 萬 | <0.1% | 歷史 |
| SWISolarWinds Corp | COM | 21,328 | $39.3 萬 | <0.1% | 歷史 |
| FNAParagon 28, Inc. | COM | 28,625 | $37.4 萬 | <0.1% | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 4,033 | $35.7 萬 | <0.1% | 歷史 |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 9,502 | $35.5 萬 | <0.1% | – |
| LZBLa-Z-Boy Inc | COM | 8,829 | $34.5 萬 | <0.1% | 歷史 |
| HIPOHippo Holdings Inc. | COM NEW | 12,991 | $33.2 萬 | <0.1% | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,044 | $32.6 萬 | <0.1% | – |
| ANDEAndersons, Inc. | COM | 7,434 | $31.9 萬 | <0.1% | 歷史 |
| MSDLMorgan Stanley Direct Lending Fund | COM SHS | 15,934 | $31.8 萬 | <0.1% | 歷史 |
| ATSGAir Transport Services Group, Inc. | COM | 14,145 | $31.7 萬 | <0.1% | 歷史 |
| CYDChina Yuchai International Ltd | COM | 18,539 | $31.5 萬 | <0.1% | 歷史 |
| VGVenture Global, Inc. | COM CL A | 30,002 | $30.9 萬 | <0.1% | 歷史 |
| PRAAPra Group Inc | COM | 14,977 | $30.9 萬 | <0.1% | 歷史 |
| NPCENeuroPace Inc | COM | 24,867 | $30.6 萬 | <0.1% | 歷史 |
| PCHPotlatchdeltic Corp | COM | 6,601 | $29.8 萬 | <0.1% | 歷史 |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 24,495 | $29.7 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 11,706 | $29.1 萬 | <0.1% | – |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,997 | $28.8 萬 | <0.1% | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 11,396 | $28.5 萬 | <0.1% | 歷史 |
| HVTHaverty Furniture Companies Inc | COM | 14,376 | $28.3 萬 | <0.1% | 歷史 |
| RIGLRigel Pharmaceuticals Inc | COM | 15,591 | $28.0 萬 | <0.1% | 歷史 |
| TWSTTwist Bioscience Corp | COM | 7,000 | $27.5 萬 | <0.1% | 歷史 |
| TRINTrinity Capital Inc. | COM | 17,831 | $27.0 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,441 | $26.7 萬 | <0.1% | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 20,012 | $26.3 萬 | <0.1% | 歷史 |
| CCSIConsensus Cloud Solutions, Inc. | COM | 11,274 | $26.0 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 10,205 | $25.9 萬 | <0.1% | – |
| NGVTIngevity Corp | COM | 6,535 | $25.9 萬 | <0.1% | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 3,120 | $25.6 萬 | <0.1% | – |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 7,208 | $24.6 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V605 | DJ INDL AVG DV | 4,562 | $24.1 萬 | <0.1% | – |
| CPRICapri Holdings Ltd | SHS | 12,148 | $24.0 萬 | <0.1% | 歷史 |
| PHRPhreesia, Inc. | COM | 9,262 | $23.7 萬 | <0.1% | 歷史 |
| ULHUniversal Logistics Holdings, Inc. | COM | 8,775 | $23.0 萬 | <0.1% | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 21,527 | $22.8 萬 | <0.1% | 歷史 |
| Exchange Listed FDS Tr30151E715 | CABANA TARGET 10 | 9,095 | $22.6 萬 | <0.1% | – |
| BEAMBeam Therapeutics Inc. | COM | 11,387 | $22.2 萬 | <0.1% | 歷史 |
| WSFSWSFS Financial Corp | COM | 4,264 | $22.1 萬 | <0.1% | 歷史 |
| ICHRIchor Holdings, Ltd. | SHS | 9,735 | $22.0 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051507 | XTRACK MSCI JAPN | 2,939 | $21.8 萬 | <0.1% | – |
| iShares Tr46436E502 | US TECH BRKTHR | 4,402 | $21.5 萬 | <0.1% | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 6,874 | $21.5 萬 | <0.1% | – |
| MATWMatthews International Corp | CL A | 9,558 | $21.3 萬 | <0.1% | 歷史 |
| NUTXNutex Health Inc. | COM | 4,511 | $21.2 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 6,712 | $21.1 萬 | <0.1% | – |
| BF.ABrown Forman Corp | CL A | 6,238 | $20.9 萬 | <0.1% | 歷史 |
| JBGSJBG Smith Properties | COM | 12,955 | $20.9 萬 | <0.1% | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 3,250 | $20.9 萬 | <0.1% | – |
| NEWTNewtekOne, Inc. | COM NEW | 17,366 | $20.8 萬 | <0.1% | 歷史 |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 9,844 | $20.7 萬 | <0.1% | – |
| BSRRSierra Bancorp | COM | 7,399 | $20.6 萬 | <0.1% | 歷史 |
| PTVEPactiv Evergreen Inc. | COM | 11,428 | $20.6 萬 | <0.1% | 歷史 |
| LARKLandmark Bancorp Inc | COM | 7,513 | $20.5 萬 | <0.1% | 歷史 |
| ENOVEnovis CORP | COM | 5,343 | $20.4 萬 | <0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 12,498 | $20.4 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 4,655 | $20.2 萬 | <0.1% | – |
| HCKTHackett Group, Inc. | COM | 6,890 | $20.1 萬 | <0.1% | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 12,721 | $19.9 萬 | <0.1% | 歷史 |
| HAINHain Celestial Group Inc | COM | 46,044 | $19.1 萬 | <0.1% | 歷史 |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 11,230 | $18.7 萬 | <0.1% | 歷史 |
| ACCDAccolade, Inc. | COM | 26,045 | $18.2 萬 | <0.1% | 歷史 |
| MTWManitowoc Co Inc | COM NEW | 20,570 | $17.7 萬 | <0.1% | 歷史 |
| RYAMRayonier Advanced Materials Inc. | COM | 30,365 | $17.5 萬 | <0.1% | 歷史 |
| AMPSAltus Power, Inc. | COM CL A | 35,051 | $17.4 萬 | <0.1% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 32,935 | $17.3 萬 | <0.1% | 歷史 |
| BOCBoston Omaha Corp | Stock | 11,806 | $17.2 萬 | <0.1% | 歷史 |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 12,073 | $15.8 萬 | <0.1% | 歷史 |
| LELands' End, Inc. | COM | 14,788 | $15.1 萬 | <0.1% | 歷史 |
| ASANAsana, Inc. | CL A | 10,273 | $15.0 萬 | <0.1% | 歷史 |
| EVCMEverCommerce Inc. | COM | 14,779 | $14.9 萬 | <0.1% | 歷史 |
| HCATHealth Catalyst, Inc. | COM | 30,551 | $13.8 萬 | <0.1% | 歷史 |