Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 4,076
- 較 2025 年第 4 季 +202
- 總值
- $1,474 億
- 較 2025 年第 4 季 +$77.2 億 (+5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 24,018,496 | $156.9 億 | 10.6% | +1,025,490+4.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 121,385,406 | $89.4 億 | 6.1% | +3,604,204+3.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 120,418,397 | $77.2 億 | 5.2% | −3,756,634−3.0% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 133,821,065 | $61.1 億 | 4.1% | +8,686,628+6.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 96,641,159 | $57.2 億 | 3.9% | +3,972,550+4.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 77,654,854 | $54.2 億 | 3.7% | +1,378,212+1.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,262,531 | $36.6 億 | 2.5% | +45,572+0.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,129,399 | $30.8 億 | 2.1% | +818,817+7.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,384,791 | $29.3 億 | 2.0% | +11,278,076+43.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 33,659,028 | $25.8 億 | 1.7% | +858,879+2.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,310,889 | $23.9 億 | 1.6% | −104,469−1.2% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 23,779,849 | $23.7 億 | 1.6% | +1,187,441+5.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 13,535,313 | $23.6 億 | 1.6% | +986,694+7.9% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 27,022,817 | $22.4 億 | 1.5% | +454,514+1.7% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 20,195,491 | $22.3 億 | 1.5% | +1,350,729+7.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 82,270,037 | $21.1 億 | 1.4% | −1,542,288−1.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,120,710 | $19.6 億 | 1.3% | +53,700+0.9% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 47,961,726 | $19.6 億 | 1.3% | +3,468,550+7.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,956,006 | $19.2 億 | 1.3% | −58,746−1.9% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 26,230,978 | $18.7 億 | 1.3% | +1,395,277+5.6% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 53,069,411 | $16.0 億 | 1.1% | +2,164,798+4.3% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 19,092,951 | $16.0 億 | 1.1% | +1,537,353+8.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,367,478 | $15.3 億 | 1.0% | +812,109+6.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,870,580 | $14.3 億 | 1.0% | +352,849+10.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 14,026,407 | $13.9 億 | 0.9% | +3,381,864+31.8% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,532,088 | $13.7 億 | 0.9% | +2,499,613+10.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,837,844 | $13.6 億 | 0.9% | −17,229−0.6% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 47,134,843 | $11.7 億 | 0.8% | +5,277,974+12.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 19,200,025 | $11.4 億 | 0.8% | +1,343,679+7.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 12,560,585 | $11.1 億 | 0.8% | −309,984−2.4% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 21,771,079 | $10.2 億 | 0.7% | −269,388−1.2% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,221,206 | $9.85 億 | 0.7% | −159,053−0.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,618,133 | $9.67 億 | 0.7% | +104,940+6.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 29,432,010 | $9.11 億 | 0.6% | −1,004,432−3.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,314,124 | $8.99 億 | 0.6% | +248,730+6.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,951,228 | $8.49 億 | 0.6% | +238,724+8.8% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 13,521,487 | $8.44 億 | 0.6% | −186,197−1.4% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 21,758,142 | $7.17 億 | 0.5% | +2,851,208+15.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,839,152 | $5.69 億 | 0.4% | +220,398+6.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,801,894 | $5.58 億 | 0.4% | +100,698+5.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 947,746 | $5.42 億 | 0.4% | +57,452+6.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,035,636 | $5.33 億 | 0.4% | −90,108−4.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,824,150 | $5.23 億 | 0.4% | +50,066+2.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,543,468 | $4.54 億 | 0.3% | +44,216+2.9% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 20,357,903 | $4.37 億 | 0.3% | −747,217−3.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 718,318 | $4.15 億 | 0.3% | +11,294+1.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,054,828 | $3.92 億 | 0.3% | +66,327+6.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 420,635 | $3.87 億 | 0.3% | +37,789+9.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,234,969 | $3.79 億 | 0.3% | +210,847+10.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,341,281 | $3.28 億 | 0.2% | +94,624+7.6% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,838,549 | $3.27 億 | 0.2% | +77,986+1.6% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,126,427 | $3.26 億 | 0.2% | +919,353+28.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,551,572 | $3.17 億 | 0.2% | +124,930+5.1% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,904,852 | $3.09 億 | 0.2% | +91,413+3.2% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,924,370 | $3.08 億 | 0.2% | −76,734−1.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 301,233 | $3.00 億 | 0.2% | +35,037+13.2% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,049,370 | $2.92 億 | 0.2% | −35,359−1.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,989,279 | $2.80 億 | 0.2% | +2,915,374+3,944.8% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,975,443 | $2.67 億 | 0.2% | −82,693−1.0% | 減碼 | – |
| CATCaterpillar Inc | Stock | 365,769 | $2.59 億 | 0.2% | +9,750+2.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,204,922 | $2.59 億 | 0.2% | +78,387+7.0% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 4,208,248 | $2.53 億 | 0.2% | −308,131−6.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,753,122 | $2.49 億 | 0.2% | +69,482+2.6% | 加碼 | – |
| VVisa Inc. | Stock | 811,682 | $2.45 億 | 0.2% | +45,392+5.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,693,989 | $2.45 億 | 0.2% | +151,879+9.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 4,952,745 | $2.40 億 | 0.2% | −86,540−1.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,103,490 | $2.40 億 | 0.2% | +59,677+5.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,357,019 | $2.38 億 | 0.2% | −69,163−2.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,150,175 | $2.36 億 | 0.2% | +2,028,571+1,668.2% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,137,537 | $2.34 億 | 0.2% | +641,434+129.3% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 642,293 | $2.29 億 | 0.2% | −15,045−2.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 634,638 | $2.17 億 | 0.1% | +28,503+4.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 638,516 | $2.16 億 | 0.1% | +32,863+5.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 621,036 | $2.04 億 | 0.1% | +33,480+5.7% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,087,353 | $2.03 億 | 0.1% | +18,004+0.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 471,347 | $2.01 億 | 0.1% | −7,457−1.6% | 減碼 | – |
| CVXChevron Corp | Stock | 900,524 | $1.86 億 | 0.1% | +167,084+22.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 2,696,930 | $1.83 億 | 0.1% | +33,204+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 3,414,821 | $1.80 億 | 0.1% | −16,842−0.5% | 減碼 | – |
| BACBank of America Corp | Stock | 3,662,719 | $1.79 億 | 0.1% | −36,354−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 902,783 | $1.77 億 | 0.1% | −35,479−3.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,321,669 | $1.77 億 | 0.1% | +223,523+10.7% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,992,974 | $1.74 億 | 0.1% | −794,657−11.7% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,457,828 | $1.64 億 | 0.1% | +113,383+8.4% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,687,485 | $1.62 億 | 0.1% | +73,821+4.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 225 | $1.62 億 | 0.1% | +5+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 360,936 | $1.58 億 | 0.1% | −18,329−4.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 1,308,297 | $1.57 億 | 0.1% | +61,646+4.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,066,125 | $1.57 億 | 0.1% | −21,699−2.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,256,876 | $1.56 億 | 0.1% | +4550.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 248,681 | $1.53 億 | 0.1% | −27,883−10.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 714,502 | $1.53 億 | 0.1% | +42,546+6.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 731,233 | $1.49 億 | 0.1% | +59,828+8.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,907,189 | $1.48 億 | 0.1% | +266,143+16.2% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 570,875 | $1.42 億 | 0.1% | −34,700−5.7% | 減碼 | – |
| MAMastercard Inc | Stock | 282,263 | $1.41 億 | 0.1% | +14,946+5.6% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,176,837 | $1.40 億 | 0.1% | −69,734−5.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 445,841 | $1.39 億 | 0.1% | +49,361+12.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 885,786 | $1.38 億 | 0.1% | +77,421+9.6% | 加碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 2,938,971 | $1.37 億 | 0.1% | +1,684,044+134.2% | 加碼 | – |
選擇權（13 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 |
|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | $24.7 萬 | – |
| PYPLPayPal Holdings, Inc. | Stock | – | $24.6 萬 |
| NVDANVIDIA Corp | Stock | $16.0 萬 | $7.55 萬 |
| GOOGAlphabet Inc. | Stock | – | $20.2 萬 |
| MRNAModerna, Inc. | Stock | – | $9.66 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | $5.31 萬 | – |
| AAPLApple Inc. | Stock | $5.06 萬 | – |
| SCHWSchwab Charles Corp | Stock | $4.78 萬 | – |
| CDECoeur Mining, Inc. | COM NEW | – | $2.56 萬 |
| INFQInfleqtion, Inc. | COM SHS | – | $2.55 萬 |
| CINFCincinnati Financial Corp | COM | $2.46 萬 | – |
| POETPoet Technologies Inc. | COM NEW | – | $1.59 萬 |
| ACHRArcher Aviation Inc. | Stock | – | $1.04 萬 |
2025 年第 4 季之後清倉（121 檔）
2025 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 121 檔。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Cyberark Software LtdM2682V108 | SHS | 20,822 | $928.8 萬 | <0.1% | – |
| SNVSynovus Financial Corp | COM NEW | 118,104 | $591.1 萬 | <0.1% | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 61,901 | $590.6 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 52,872 | $537.0 萬 | <0.1% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 69,135 | $498.7 萬 | <0.1% | – |
| CFLTConfluent, Inc. | CLASS A COM | 153,503 | $464.2 萬 | <0.1% | 歷史 |
| AMRZAmrize Ltd | SHS | 80,962 | $437.8 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 39,507 | $343.4 萬 | <0.1% | 歷史 |
| QGENQiagen N.V. | COMMON STOCK | 75,057 | $337.5 萬 | <0.1% | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 94,732 | $256.6 萬 | <0.1% | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 63,786 | $242.8 萬 | <0.1% | 歷史 |
| DAYDayforce, Inc. | COM | 32,582 | $225.3 萬 | <0.1% | 歷史 |
| MOFGMidWestOne Financial Group, Inc. | COM | 55,627 | $214.2 萬 | <0.1% | 歷史 |
| JAMFJamf Holding Corp. | COM | 144,992 | $188.6 萬 | <0.1% | 歷史 |
| TGNATegna Inc | COM | 97,043 | $188.4 萬 | <0.1% | 歷史 |
| WPPWPP plc | ADR | 77,400 | $173.8 萬 | <0.1% | 歷史 |
| THSTreeHouse Foods, Inc. | COM | 71,491 | $168.6 萬 | <0.1% | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 79,992 | $123.0 萬 | <0.1% | 歷史 |
| REVGREV Group, Inc. | COM | 19,845 | $120.7 萬 | <0.1% | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 25,953 | $111.2 萬 | <0.1% | 歷史 |
| BFINBankFinancial CORP | COM | 66,813 | $80.2 萬 | <0.1% | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 43,988 | $62.3 萬 | <0.1% | 歷史 |
| TELFYTelefonica S A | SPONSORED ADR | 147,522 | $59.7 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25461A833 | DAILY NVDA BULL | 5,067 | $59.7 萬 | <0.1% | – |
| HIHillenbrand, Inc. | COM | 17,029 | $54.0 萬 | <0.1% | 歷史 |
| OSGOctave Specialty Group Inc | COM NEW | 68,537 | $53.3 萬 | <0.1% | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 4,028 | $52.4 萬 | <0.1% | 歷史 |
| iShares Ibonds 2027 Term High Yield and Income ETF46436E478 | ETF | 23,168 | $51.7 萬 | <0.1% | – |
| AVDLAvadel Pharmaceuticals PLC | Stock | 20,154 | $43.4 萬 | <0.1% | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 1,921 | $42.4 萬 | <0.1% | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 3,615 | $41.6 萬 | <0.1% | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 18,791 | $41.1 萬 | <0.1% | 歷史 |
| PPTAPerpetua Resources Corp. | COM | 16,519 | $40.0 萬 | <0.1% | 歷史 |
| SLPSimulations Plus, Inc. | COM | 21,760 | $39.7 萬 | <0.1% | 歷史 |
| DERMJourney Medical Corp | COM | 50,510 | $38.9 萬 | <0.1% | 歷史 |
| GESGuess Inc | COM | 22,226 | $37.2 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 3,516 | $34.9 萬 | <0.1% | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 5,291 | $34.0 萬 | <0.1% | – |
| PLAYDave & Buster's Entertainment, Inc. | COM | 20,232 | $32.8 萬 | <0.1% | 歷史 |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 8,905 | $32.1 萬 | <0.1% | – |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 26,353 | $31.4 萬 | <0.1% | 歷史 |
| ProShares Tr74350P550 | ULTRASHORT ETHER | 6,078 | $30.1 萬 | <0.1% | – |
| Tidal Trust II88636X856 | YIELDMAX COIN OP | 7,584 | $29.8 萬 | <0.1% | – |
| ATXSAstria Therapeutics, Inc. | COM | 22,786 | $29.8 萬 | <0.1% | 歷史 |
| UDNInvesco DB US Dollar Index Bearish Fund | BEARISH FD | 16,166 | $29.5 萬 | <0.1% | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 8,107 | $28.9 萬 | <0.1% | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 5,920 | $28.5 萬 | <0.1% | – |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 7,610 | $27.3 萬 | <0.1% | 歷史 |
| PCHPotlatchdeltic Corp | COM | 6,852 | $27.3 萬 | <0.1% | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 11,345 | $27.2 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,936 | $25.8 萬 | <0.1% | – |
| American Centy ETF Tr025072695 | CORE MUNI FXD IN | 5,553 | $25.7 萬 | <0.1% | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 10,060 | $25.0 萬 | <0.1% | – |
| BLEBlackRock Municipal Income Trust II | COM | 23,385 | $24.4 萬 | <0.1% | 歷史 |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 14,208 | $24.1 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,327 | $23.4 萬 | <0.1% | – |
| CSRCenterspace | COM | 3,463 | $23.1 萬 | <0.1% | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 15,633 | $23.0 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 9,836 | $23.0 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 7,866 | $22.8 萬 | <0.1% | – |
| ZEUSOlympic Steel Inc | COM | 5,309 | $22.7 萬 | <0.1% | 歷史 |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 10,493 | $22.6 萬 | <0.1% | – |
| CLMBClimb Global Solutions, Inc. | COM | 2,196 | $22.6 萬 | <0.1% | 歷史 |
| New Gold Inc Cda644535106 | COM | 25,900 | $22.6 萬 | <0.1% | – |
| Global X FDS37954Y814 | FINTECH ETF | 7,663 | $22.6 萬 | <0.1% | – |
| SLNOSoleno Therapeutics Inc | COM | 4,789 | $22.2 萬 | <0.1% | 歷史 |
| DENNDENNY'S Corp | COM | 35,009 | $21.8 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 4,440 | $21.6 萬 | <0.1% | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 5,151 | $21.4 萬 | <0.1% | – |
| Fidelity Covington Trust316092139 | DISRUPTIVE TECH | 5,210 | $21.2 萬 | <0.1% | – |
| TNDMTandem Diabetes Care Inc | COM NEW | 9,478 | $20.8 萬 | <0.1% | 歷史 |
| Tidal Trust II88636X708 | YIELDMAX ULTRA O | 5,568 | $20.8 萬 | <0.1% | – |
| SHCOSoho House & Co Inc. | COM CL A | 23,168 | $20.8 萬 | <0.1% | 歷史 |
| LARKLandmark Bancorp Inc | COM | 7,925 | $20.8 萬 | <0.1% | 歷史 |
| Neos ETF Trust78433H626 | FIS BRIGHT PORT | 6,855 | $20.6 萬 | <0.1% | – |
| CTGOContango Silver & Gold Inc. | COM | 7,713 | $20.4 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 6,865 | $20.2 萬 | <0.1% | – |
| DEIDouglas Emmett Inc | COM | 18,219 | $20.0 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 4,062 | $20.0 萬 | <0.1% | – |
| Curevac N VN2451R105 | COM | 42,676 | $19.3 萬 | <0.1% | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 10,059 | $19.2 萬 | <0.1% | – |
| BOCBoston Omaha Corp | Stock | 14,221 | $17.6 萬 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | COMMON STOCK | 10,056 | $17.5 萬 | <0.1% | 歷史 |
| CLPTClearPoint Neuro, Inc. | COM | 12,220 | $16.7 萬 | <0.1% | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 14,142 | $16.2 萬 | <0.1% | 歷史 |
| BANDBandwidth Inc. | COM CL A | 10,295 | $15.9 萬 | <0.1% | 歷史 |
| BKNBlackRock Investment Quality Municipal Trust, Inc. | COM | 12,799 | $14.3 萬 | <0.1% | 歷史 |
| EBEventbrite, Inc. | COM CL A | 30,764 | $13.7 萬 | <0.1% | 歷史 |
| AEBIAebi Schmidt Holding AG | COM | 10,520 | $13.3 萬 | <0.1% | 歷史 |
| MFINMedallion Financial Corp | COM | 11,136 | $11.5 萬 | <0.1% | 歷史 |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 15,229 | $10.5 萬 | <0.1% | 歷史 |
| XNETXunlei Ltd | SPONSORED ADS | 14,674 | $10.4 萬 | <0.1% | 歷史 |
| ASMAvino Silver & Gold Mines Ltd | COM | 16,724 | $10.4 萬 | <0.1% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 11,531 | $9.76 萬 | <0.1% | 歷史 |
| DOMOHuckleberry.ai, Inc. | Stock | 10,838 | $9.14 萬 | <0.1% | 歷史 |
| SGHTSight Sciences, Inc. | COM | 10,794 | $8.56 萬 | <0.1% | 歷史 |
| NDLSNOODLES & Co | COM CL A | 96,710 | $6.83 萬 | <0.1% | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 16,290 | $6.76 萬 | <0.1% | 歷史 |
| PODCPodcastOne, Inc. | COM | 26,687 | $6.59 萬 | <0.1% | 歷史 |
| HTTHigh Templar Tech Ltd | SPON ADS | 16,913 | $6.00 萬 | <0.1% | 歷史 |