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 |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 403,307 | $1.36 億 | 0.1% | +91,586+29.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 2,802,621 | $1.35 億 | 0.1% | +9,416+0.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,398,038 | $1.35 億 | 0.1% | +106,479+2.5% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,410,921 | $1.29 億 | 0.1% | +15,883+1.1% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 5,119,249 | $1.29 億 | 0.1% | +4,883,829+2,074.5% | 加碼 | – |
| RTXRTX Corp | Stock | 644,643 | $1.24 億 | 0.1% | +27,974+4.5% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,367,740 | $1.22 億 | 0.1% | −18,204−1.3% | 減碼 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 3,899,148 | $1.22 億 | 0.1% | +764,961+24.4% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 1,470,304 | $1.21 億 | 0.1% | +89,122+6.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 497,961 | $1.21 億 | 0.1% | +14,934+3.1% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 2,378,106 | $1.19 億 | 0.1% | +2,163,625+1,008.8% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 2,247,071 | $1.18 億 | 0.1% | −7,346−0.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 1,151,073 | $1.18 億 | 0.1% | +48,917+4.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 138,077 | $1.17 億 | 0.1% | +10,753+8.4% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 1,760,186 | $1.16 億 | 0.1% | −89,231−4.8% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 1,748,235 | $1.15 億 | 0.1% | +1,739,967+21,044.6% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 536,891 | $1.15 億 | 0.1% | −2,573−0.5% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,573,042 | $1.13 億 | 0.1% | +173,541+12.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 159,803 | $1.11 億 | 0.1% | +12,434+8.4% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 4,739,179 | $1.11 億 | 0.1% | +4,648,722+5,139.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,470,885 | $1.10 億 | 0.1% | +69,798+5.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 969,480 | $1.08 億 | 0.1% | −15,434−1.6% | 減碼 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 2,165,387 | $1.08 億 | 0.1% | +45,171+2.1% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,760,059 | $1.07 億 | 0.1% | +343,039+14.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 735,168 | $1.07 億 | 0.1% | +44,746+6.5% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 1,321,100 | $1.05 億 | 0.1% | +58,887+4.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,325,250 | $1.05 億 | 0.1% | +97,879+8.0% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 714,374 | $1.04 億 | 0.1% | +76,197+11.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 169,323 | $1.02 億 | 0.1% | +10,568+6.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 828,109 | $1.02 億 | 0.1% | −61,875−7.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 410,654 | $9,963 萬 | 0.1% | +12,160+3.1% | 加碼 | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 1,835,496 | $9,888 萬 | 0.1% | −31,423−1.7% | 減碼 | – |
| NEENextera Energy Inc | Stock | 1,047,897 | $9,733 萬 | 0.1% | +66,350+6.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,287,294 | $9,576 萬 | 0.1% | −927,245−22.0% | 減碼 | – |
| GEGeneral Electric Co | Stock | 336,002 | $9,535 萬 | 0.1% | +38,353+12.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 570,697 | $9,436 萬 | 0.1% | +84,879+17.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 217,826 | $9,373 萬 | 0.1% | −812−0.4% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 957,225 | $9,307 萬 | 0.1% | +17,660+1.9% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,014,202 | $9,159 萬 | 0.1% | +51,686+2.6% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 103,344 | $9,021 萬 | 0.1% | +13,066+14.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 552,283 | $8,820 萬 | 0.1% | +54,726+11.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 245,301 | $8,774 萬 | 0.1% | +27,522+12.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 1,128,425 | $8,709 萬 | 0.1% | +76,991+7.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 246,914 | $8,688 萬 | 0.1% | +23,462+10.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 306,650 | $8,298 萬 | 0.1% | +16,182+5.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 56,276 | $8,286 萬 | 0.1% | +4,311+8.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 2,426,864 | $8,171 萬 | 0.1% | +9,695+0.4% | 加碼 | – |
| APHAmphenol Corp | CL A | 641,072 | $8,100 萬 | 0.1% | +21,685+3.5% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 528,814 | $8,078 萬 | 0.1% | +89,851+20.5% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,197,065 | $8,025 萬 | 0.1% | −610,580−16.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 433,705 | $7,992 萬 | 0.1% | −657−0.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,363,191 | $7,980 萬 | 0.1% | −106,883−7.3% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,518,247 | $7,977 萬 | 0.1% | −2640.0% | 減碼 | – |
| MSMorgan Stanley | Stock | 480,544 | $7,908 萬 | 0.1% | +25,267+5.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 347,594 | $7,857 萬 | 0.1% | +51,921+17.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 391,748 | $7,797 萬 | 0.1% | +36,425+10.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 2,212,917 | $7,754 萬 | 0.1% | +125,333+6.0% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 673,356 | $7,616 萬 | 0.1% | +19,994+3.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 919,579 | $7,410 萬 | 0.1% | −54,718−5.6% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 1,568,282 | $7,374 萬 | 0.1% | +21,961+1.4% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 188,450 | $7,357 萬 | <0.1% | +20,818+12.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 550,059 | $7,310 萬 | <0.1% | +14,207+2.7% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 947,319 | $7,305 萬 | <0.1% | +195,585+26.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 241,230 | $7,297 萬 | <0.1% | +12,085+5.3% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 821,163 | $7,239 萬 | <0.1% | +30,355+3.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 384,586 | $7,179 萬 | <0.1% | +57,523+17.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 727,702 | $7,125 萬 | <0.1% | +3,027+0.4% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 1,396,232 | $7,009 萬 | <0.1% | +178,995+14.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 739,717 | $6,952 萬 | <0.1% | +60,482+8.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 51,856 | $6,849 萬 | <0.1% | +4,381+9.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 315,100 | $6,846 萬 | <0.1% | +3,051+1.0% | 加碼 | – |
| MCKMcKesson Corp | Stock | 79,052 | $6,841 萬 | <0.1% | +6,784+9.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 207,902 | $6,776 萬 | <0.1% | +14,084+7.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 2,299,186 | $6,665 萬 | <0.1% | +206,143+9.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 688,663 | $6,637 萬 | <0.1% | −25,548−3.6% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 704,278 | $6,637 萬 | <0.1% | +20,752+3.0% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 509,793 | $6,565 萬 | <0.1% | −37,942−6.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 275,669 | $6,514 萬 | <0.1% | +12,609+4.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 403,778 | $6,473 萬 | <0.1% | +132,908+49.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 439,196 | $6,410 萬 | <0.1% | −2,965−0.7% | 減碼 | – |
| INTCIntel Corp | Stock | 1,448,084 | $6,390 萬 | <0.1% | −8,339−0.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 129,348 | $6,358 萬 | <0.1% | +5,093+4.1% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 805,773 | $6,338 萬 | <0.1% | +15,258+1.9% | 加碼 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 1,529,101 | $6,278 萬 | <0.1% | +97,800+6.8% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 463,849 | $6,131 萬 | <0.1% | +38,236+9.0% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 2,169,172 | $6,041 萬 | <0.1% | +47,431+2.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 2,122,972 | $5,961 萬 | <0.1% | +271,983+14.7% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 541,154 | $5,898 萬 | <0.1% | +30,499+6.0% | 加碼 | – |
| DEDeere & Co | Stock | 104,065 | $5,862 萬 | <0.1% | +8,853+9.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,918,994 | $5,853 萬 | <0.1% | −1,110,370−36.7% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 443,982 | $5,814 萬 | <0.1% | +76,064+20.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 125,675 | $5,794 萬 | <0.1% | +13,420+12.0% | 加碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 1,622,017 | $5,773 萬 | <0.1% | +1,597,583+6,538.4% | 加碼 | – |
| MARMarriott International Inc | Stock | 175,201 | $5,730 萬 | <0.1% | −9,260−5.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 409,391 | $5,706 萬 | <0.1% | +80,030+24.3% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 595,730 | $5,696 萬 | <0.1% | +35,802+6.4% | 加碼 | – |
| SOSouthern Co | Stock | 589,557 | $5,690 萬 | <0.1% | +108,521+22.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 286,366 | $5,678 萬 | <0.1% | −14,199−4.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 928,033 | $5,629 萬 | <0.1% | +179,268+23.9% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 307,033 | $5,594 萬 | <0.1% | +26,403+9.4% | 加碼 | 歷史 |
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 |