Creative Planning

SEC CIK: 0001540235
最新申報: 2026/8/13

SEC 申報列表（在新分頁開啟）

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%)
申報日: 2025/8/8; SEC

Creative Planning 在 2025 年第 2 季的持倉
證券	類別	股數	市值	佔組合 %	股數變化	動作	紀錄
Global X FDS37954Y343	GLBL X MLP ETF	1,924,187	$9,659 萬	0.1%	−25,183−1.3%	減碼	–
Vanguard Information Technology ETF92204A702	ETF	140,772	$9,337 萬	0.1%	+7,271+5.4%	加碼	–
Vanguard Index FDS922908652	EXTEND MKT ETF	481,857	$9,286 萬	0.1%	+2,560+0.5%	加碼	–
Vanguard Ftse All-World Ex-US Index Fund922042775	ETF	1,376,609	$9,254 萬	0.1%	+18,509+1.4%	加碼	–
Schwab Strategic Tr808524722	1000 INDEX ETF	3,092,202	$9,221 萬	0.1%	+2,238,007+262.0%	加碼	–
Vanguard Intl Equity Index F922042874	FTSE EUROPE ETF	1,155,647	$8,956 萬	0.1%	+44,996+4.1%	加碼	–
CVXChevron Corp	Stock	620,572	$8,886 萬	0.1%	−31,842−4.9%	減碼	歷史
ANETArista Networks, Inc.	Stock	866,484	$8,865 萬	0.1%	+71,698+9.0%	加碼	歷史
CRWDCrowdStrike Holdings, Inc.	Stock	173,194	$8,821 萬	0.1%	+17,424+11.2%	加碼	歷史
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	1,489,311	$8,754 萬	0.1%	+76,034+5.4%	加碼	–
Vanguard World FD921910725	ESG INTL STK ETF	1,316,871	$8,626 萬	0.1%	+4,367+0.3%	加碼	–
iShares Russell Midcap ETF464287499	ETF	930,420	$8,557 萬	0.1%	+245,879+35.9%	加碼	–
PMPhilip Morris International Inc.	Stock	468,577	$8,534 萬	0.1%	+27,374+6.2%	加碼	歷史
PEPPepsiCo Inc	Stock	639,142	$8,439 萬	0.1%	+35,657+5.9%	加碼	歷史
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	2,335,241	$8,370 萬	0.1%	+17,231+0.7%	加碼	–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718	ETF	610,566	$8,205 萬	0.1%	+39,960+7.0%	加碼	–
GSGoldman Sachs Group Inc	Stock	111,895	$7,919 萬	0.1%	+18,652+20.0%	加碼	歷史
DISWalt Disney Co	Stock	634,931	$7,874 萬	0.1%	−8,101−1.3%	減碼	歷史
ACNAccenture plc	Stock	263,434	$7,874 萬	0.1%	+7,647+3.0%	加碼	歷史
RTXRTX Corp	Stock	537,528	$7,849 萬	0.1%	+11,066+2.1%	加碼	歷史
Fidelity Merrimack STR Tr316188309	TOTAL BD ETF	1,686,232	$7,715 萬	0.1%	−2,971,886−63.8%	減碼	–
ETNEaton Corp plc	Stock	213,350	$7,616 萬	0.1%	+1,318+0.6%	加碼	歷史
WisdomTree Tr97717W505	US MIDCAP DIVID	1,517,613	$7,606 萬	0.1%	−10,764−0.7%	減碼	–
WFCWells Fargo & Company	Stock	947,527	$7,592 萬	0.1%	+4,289+0.5%	加碼	歷史
iShares Inc46434G863	ESG AWR MSCI EM	1,930,016	$7,560 萬	0.1%	+66,281+3.6%	加碼	–
MRKMerck & Co., Inc.	Stock	944,651	$7,478 萬	0.1%	−53,546−5.4%	減碼	歷史
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	451,331	$7,423 萬	0.1%	+3,495+0.8%	加碼	–
UNHUnitedHealth Group Inc	Stock	237,551	$7,411 萬	0.1%	+13,612+6.1%	加碼	歷史
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	931,092	$7,402 萬	0.1%	+76,139+8.9%	加碼	–
CRMSalesforce, Inc.	Stock	268,903	$7,333 萬	0.1%	−4,818−1.8%	減碼	歷史
QCOMQualcomm Inc	Stock	458,566	$7,303 萬	0.1%	−7,109−1.5%	減碼	歷史
American Centy ETF Tr025072604	AVANTIS EMGMKT	1,040,450	$7,131 萬	0.1%	−68,739−6.2%	減碼	–
iShares S&P 500 Growth ETF464287309	ETF	641,855	$7,067 萬	0.1%	−16,712−2.5%	減碼	–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	735,165	$7,008 萬	0.1%	+4,616+0.6%	加碼	–
BABoeing Co	Stock	327,700	$6,866 萬	0.1%	+24,373+8.0%	加碼	歷史
CGBDCarlyle Secured Lending, Inc.	COM	4,916,335	$6,726 萬	0.1%	+44,062+0.9%	加碼	歷史
SPDR Series Trust78464A763	ST STR SP DIV	492,188	$6,680 萬	0.1%	+27,970+6.0%	加碼	–
PLTRPalantir Technologies Inc.	Stock	484,616	$6,606 萬	0.1%	+46,673+10.7%	加碼	歷史
UNPUnion Pacific Corp	Stock	273,289	$6,288 萬	0.1%	−13,073−4.6%	減碼	歷史
AMDAdvanced Micro Devices Inc	Stock	441,405	$6,264 萬	0.1%	+28,987+7.0%	加碼	歷史
Dimensional ETF Trust25434V773	INTL SMALL CAP E	2,089,206	$6,234 萬	0.1%	+284,166+15.7%	加碼	–
NEENextera Energy Inc	Stock	897,974	$6,234 萬	0.1%	+19,351+2.2%	加碼	歷史
iShares Tr46435U663	ESG AWARE MSCI	1,499,023	$6,195 萬	0.1%	+44,596+3.1%	加碼	–
BSYBentley Systems Inc	COM CL B	1,146,359	$6,187 萬	0.1%	−209,413−15.4%	減碼	歷史
GEGeneral Electric Co	Stock	238,404	$6,136 萬	0.1%	+1,965+0.8%	加碼	歷史
AXPAmerican Express Co	Stock	190,342	$6,072 萬	0.1%	+6,807+3.7%	加碼	歷史
AMGNAmgen Inc	Stock	214,786	$5,997 萬	0.1%	−7,253−3.3%	減碼	歷史
NOWServiceNow, Inc.	Stock	57,361	$5,897 萬	0.1%	−33−0.1%	減碼	歷史
State Street Technology Select Sector SPDR ETF81369Y803	ETF	230,862	$5,846 萬	<0.1%	+19,995+9.5%	加碼	–
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	297,801	$5,807 萬	<0.1%	−22,231−6.9%	減碼	–
TAT&T Inc.	Stock	1,969,808	$5,701 萬	<0.1%	+15,465+0.8%	加碼	歷史
HONHoneywell International Inc	COM	242,723	$5,653 萬	<0.1%	−2,781−1.1%	減碼	歷史
APHAmphenol Corp	CL A	572,301	$5,651 萬	<0.1%	+53,437+10.3%	加碼	歷史
GLDSPDR Gold Trust	ETF	184,568	$5,626 萬	<0.1%	−15,604−7.8%	減碼	歷史
ISRGIntuitive Surgical Inc	COM NEW	103,342	$5,616 萬	<0.1%	+5,850+6.0%	加碼	歷史
LMTLockheed Martin Corp	Stock	119,413	$5,530 萬	<0.1%	+378+0.3%	加碼	歷史
Schwab U.S. Large-Cap Growth ETF808524300	ETF	1,874,072	$5,474 萬	<0.1%	−7,411−0.4%	減碼	–
iShares Russell Mid-Cap Growth ETF464287481	ETF	389,945	$5,408 萬	<0.1%	+7,237+1.9%	加碼	–
Vanguard Whitehall FDS921946794	INTL HIGH ETF	674,293	$5,402 萬	<0.1%	+3,322+0.5%	加碼	–
GELGenesis Energy LP	UNIT LTD PARTN	3,106,054	$5,352 萬	<0.1%	+6000.0%	加碼	歷史
ADBEAdobe Inc.	Stock	137,884	$5,334 萬	<0.1%	+2,040+1.5%	加碼	歷史
Schwab U.S. Broad Market ETF808524102	ETF	2,235,852	$5,328 萬	<0.1%	+135,659+6.5%	加碼	–
LRCXLam Research Corp	Stock	546,481	$5,319 萬	<0.1%	−6,558−1.2%	減碼	歷史
Schwab International Small-Cap Equity ETF808524888	ETF	1,233,008	$5,251 萬	<0.1%	−70,683−5.4%	減碼	–
iShares Inc46434G764	MSCI EMRG CHN	821,707	$5,188 萬	<0.1%	−55,266−6.3%	減碼	–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242	ETF	469,568	$5,147 萬	<0.1%	−881−0.2%	減碼	–
American Centy ETF Tr025072703	INTL EQT ETF	695,296	$5,146 萬	<0.1%	−45,750−6.2%	減碼	–
INTUIntuit Inc.	Stock	64,855	$5,108 萬	<0.1%	+2,757+4.4%	加碼	歷史
TJXTJX Companies Inc	Stock	410,165	$5,065 萬	<0.1%	+18,382+4.7%	加碼	歷史
iShares Russell 2000 Growth ETF464287648	ETF	176,494	$5,045 萬	<0.1%	−2,238−1.3%	減碼	–
LOWLowes Companies Inc	Stock	225,024	$4,993 萬	<0.1%	−773−0.3%	減碼	歷史
Vanguard World FD921910816	MEGA GRWTH IND	135,655	$4,967 萬	<0.1%	−4,315−3.1%	減碼	–
iShares Tr46435G516	ESG AW MSCI EAFE	549,546	$4,903 萬	<0.1%	−1200.0%	減碼	–
MCKMcKesson Corp	Stock	66,509	$4,874 萬	<0.1%	+3,436+5.4%	加碼	歷史
NVSNovartis AG	ADR	398,258	$4,819 萬	<0.1%	+11,267+2.9%	加碼	歷史
IAUiShares Gold Trust	ETF	764,144	$4,765 萬	<0.1%	+2660.0%	加碼	歷史
iShares Tr464288117	INTL TREA BD ETF	1,105,025	$4,763 萬	<0.1%	+256,315+30.2%	加碼	–
DEDeere & Co	Stock	93,191	$4,739 萬	<0.1%	+5,768+6.6%	加碼	歷史
AMATApplied Materials Inc	Stock	258,780	$4,737 萬	<0.1%	+33,652+14.9%	加碼	歷史
DIASPDR Dow Jones Industrial Average ETF Trust	UT SER 1	107,336	$4,730 萬	<0.1%	+2,780+2.7%	加碼	歷史
Vanguard Intermediate-Term Bond ETF921937819	ETF	606,890	$4,694 萬	<0.1%	+104,469+20.8%	加碼	–
WisdomTree Tr97717X594	ITL HDG QTLY DIV	1,041,105	$4,690 萬	<0.1%	−51,572−4.7%	減碼	–
Vanguard Star FDS921909768	VG TL INTL STK F	675,414	$4,666 萬	<0.1%	−4,929−0.7%	減碼	–
SBUXStarbucks Corp	Stock	508,844	$4,663 萬	<0.1%	+65,768+14.8%	加碼	歷史
BXSLBlackstone Secured Lending Fund	COMMON STOCK	1,509,722	$4,642 萬	<0.1%	−115,876−7.1%	減碼	歷史
SCHWSchwab Charles Corp	Stock	508,080	$4,636 萬	<0.1%	−20,504−3.9%	減碼	歷史
SPGIS&P Global Inc.	Stock	87,373	$4,607 萬	<0.1%	+1,454+1.7%	加碼	歷史
WisdomTree Tr97717W604	US SMALLCAP DIVD	1,439,254	$4,571 萬	<0.1%	−6,228−0.4%	減碼	–
TMOThermo Fisher Scientific Inc.	Stock	111,769	$4,532 萬	<0.1%	+9,086+8.8%	加碼	歷史
NKENIKE, Inc.	Stock	635,850	$4,517 萬	<0.1%	−136,354−17.7%	減碼	歷史
DOVDOVER Corp	COM	245,432	$4,497 萬	<0.1%	−3,142−1.3%	減碼	歷史
SONYSony Group Corp	SPONSORED ADR	1,722,545	$4,484 萬	<0.1%	+39,319+2.3%	加碼	歷史
TXNTexas Instruments Inc	Stock	215,718	$4,479 萬	<0.1%	−17,873−7.7%	減碼	歷史
Dimensional Emerging Core Equity Market ETF25434V302	ETF	1,535,545	$4,445 萬	<0.1%	−40,769−2.6%	減碼	–
VZVerizon Communications Inc	Stock	1,010,866	$4,374 萬	<0.1%	−34,875−3.3%	減碼	歷史
CMCSAComcast Corp	Stock	1,219,698	$4,353 萬	<0.1%	−52,816−4.2%	減碼	歷史
ADPAutomatic Data Processing Inc	Stock	140,666	$4,338 萬	<0.1%	−1,162−0.8%	減碼	歷史
CBChubb Ltd	Stock	149,724	$4,338 萬	<0.1%	+6,065+4.2%	加碼	歷史
iShares Tr46436E718	0-3 MTH TREASURY	425,774	$4,287 萬	<0.1%	−37,707−8.1%	減碼	–
Vanguard Total World Stock ETF922042742	ETF	333,001	$4,280 萬	<0.1%	+28,880+9.5%	加碼	–

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。

Creative Planning 在 2025 年第 2 季的選擇權部位
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。

Creative Planning 在 2025 年第 1 季之後清倉的部位
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