Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 4,196
- 較 2026 年第 1 季 +120
- 總值
- $1,711 億
- 較 2026 年第 1 季 +$236.7 億 (+16.1%)
| 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 | 24,609,695 | $184.3 億 | 10.8% | +591,199+2.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 130,673,715 | $95.9 億 | 5.6% | +9,288,309+7.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 116,981,979 | $83.3 億 | 4.9% | −3,436,418−2.9% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 144,440,101 | $72.8 億 | 4.3% | +10,619,036+7.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 101,248,410 | $68.4 億 | 4.0% | +4,607,251+4.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 78,943,848 | $65.4 億 | 3.8% | +1,288,994+1.7% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,039,581 | $41.4 億 | 2.4% | −222,950−1.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 12,407,426 | $35.9 億 | 2.1% | +278,027+2.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 43,838,959 | $34.2 億 | 2.0% | +6,454,168+17.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 35,366,422 | $31.1 億 | 1.8% | +1,707,394+5.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,693,402 | $29.4 億 | 1.7% | +1,158,089+8.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 21,603,359 | $27.0 億 | 1.6% | +1,407,868+7.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 32,713,198 | $26.4 億 | 1.5% | −530,358−1.6% | 減碼依 4 比 1 拆股換算 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 25,514,696 | $26.3 億 | 1.5% | +1,734,847+7.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 81,513,814 | $24.0 億 | 1.4% | −756,223−0.9% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 27,848,061 | $23.0 億 | 1.3% | +825,244+3.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 27,823,389 | $22.9 億 | 1.3% | +1,592,411+6.1% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 51,785,146 | $22.8 億 | 1.3% | +3,823,420+8.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,075,603 | $22.5 億 | 1.3% | −45,107−0.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,961,460 | $22.1 億 | 1.3% | +5,454+0.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 56,313,973 | $16.9 億 | 1.0% | +3,244,562+6.1% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 18,754,418 | $16.7 億 | 1.0% | −338,533−1.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,801,826 | $15.9 億 | 0.9% | +434,348+3.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,155,769 | $15.5 億 | 0.9% | +285,189+7.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,847,386 | $14.2 億 | 0.8% | +9,542+0.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,320,238 | $13.8 億 | 0.8% | −211,850−0.8% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,634,358 | $13.5 億 | 0.8% | −392,049−2.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 46,025,845 | $12.7 億 | 0.7% | −1,108,998−2.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 21,003,636 | $12.4 億 | 0.7% | +1,803,611+9.4% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 12,196,894 | $11.8 億 | 0.7% | −363,691−2.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,202,466 | $11.4 億 | 0.7% | +251,238+8.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,655,904 | $11.4 億 | 0.7% | +37,771+2.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,694,102 | $11.2 億 | 0.7% | +379,978+8.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 21,397,101 | $11.1 億 | 0.6% | −373,978−1.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 29,016,208 | $10.7 億 | 0.6% | −415,802−1.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,840,334 | $10.6 億 | 0.6% | −380,872−2.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 13,305,154 | $9.30 億 | 0.5% | −216,333−1.6% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 21,086,695 | $7.65 億 | 0.4% | −671,447−3.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 1,917,351 | $7.24 億 | 0.4% | +115,457+6.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,931,002 | $6.82 億 | 0.4% | +106,852+5.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,021,950 | $6.13 億 | 0.4% | −13,686−0.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,834,889 | $6.06 億 | 0.4% | −4,263−0.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,022,780 | $5.76 億 | 0.3% | +75,034+7.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 733,485 | $5.40 億 | 0.3% | +15,167+2.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 445,706 | $5.35 億 | 0.3% | +25,071+6.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,591,305 | $5.21 億 | 0.3% | +47,837+3.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 449,717 | $5.19 億 | 0.3% | +46,410+11.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 667,761 | $4.83 億 | 0.3% | +33,123+5.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,130,268 | $4.75 億 | 0.3% | +75,440+7.2% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 19,656,745 | $4.65 億 | 0.3% | −701,158−3.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 769,530 | $4.47 億 | 0.3% | +38,297+5.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 379,703 | $4.04 億 | 0.2% | +13,934+3.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,244,480 | $3.85 億 | 0.2% | +118,053+2.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,887,959 | $3.77 億 | 0.2% | +49,410+1.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,384,963 | $3.52 億 | 0.2% | +43,682+3.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,063,768 | $3.39 億 | 0.2% | +14,398+0.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 707,850 | $3.38 億 | 0.2% | +69,334+10.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 728,684 | $3.16 億 | 0.2% | +14,182+2.0% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,954,555 | $3.15 億 | 0.2% | +49,703+1.7% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,798,676 | $3.13 億 | 0.2% | −125,694−3.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,283,468 | $3.12 億 | 0.2% | +48,499+2.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 893,823 | $3.07 億 | 0.2% | +82,141+10.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,768,104 | $2.94 億 | 0.2% | −221,175−7.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,546,299 | $2.88 億 | 0.2% | −5,273−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 306,789 | $2.87 億 | 0.2% | +5,556+1.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,126,243 | $2.83 億 | 0.2% | +22,753+2.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,196,126 | $2.83 億 | 0.2% | −8,796−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,321,135 | $2.72 億 | 0.2% | −35,884−1.1% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,102,341 | $2.71 億 | 0.2% | −35,196−3.1% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 4,865,323 | $2.68 億 | 0.2% | −87,422−1.8% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 651,215 | $2.67 億 | 0.2% | +8,922+1.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,717,102 | $2.62 億 | 0.2% | −36,020−1.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,010,520 | $2.57 億 | 0.2% | −139,655−6.5% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,674,046 | $2.57 億 | 0.2% | −301,397−3.8% | 減碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 3,960,885 | $2.56 億 | 0.1% | −247,363−5.9% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,682,966 | $2.47 億 | 0.1% | −11,023−0.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,019,639 | $2.37 億 | 0.1% | +112,450+5.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,869,072 | $2.32 億 | 0.1% | −16,316−0.9% | 減碼依 4 比 1 拆股換算 | – |
| HDHome Depot, Inc. | Stock | 653,261 | $2.30 億 | 0.1% | +32,225+5.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 3,866,843 | $2.20 億 | 0.1% | +204,124+5.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 1,541,526 | $2.15 億 | 0.1% | +93,442+6.5% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,873,670 | $2.12 億 | 0.1% | −119,304−2.0% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,039,695 | $2.12 億 | 0.1% | −47,658−2.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 935,349 | $2.04 億 | 0.1% | +32,566+3.6% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 2,688,178 | $2.00 億 | 0.1% | −8,752−0.3% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,398,911 | $1.95 億 | 0.1% | +77,242+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,251,293 | $1.94 億 | 0.1% | +85,677+4.0% | 加碼依 6 比 1 拆股換算 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,465,297 | $1.94 億 | 0.1% | +7,469+0.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,251,825 | $1.86 億 | 0.1% | −5,051−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 3,381,003 | $1.83 億 | 0.1% | −33,818−1.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 1,354,765 | $1.74 億 | 0.1% | +46,468+3.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 573,640 | $1.73 億 | 0.1% | +10,880+1.9% | 加碼依 10 比 1 拆股換算 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 561,917 | $1.69 億 | 0.1% | −8,958−1.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 236,181 | $1.66 億 | 0.1% | −12,500−5.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,126,280 | $1.65 億 | 0.1% | +60,155+5.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 218 | $1.63 億 | 0.1% | −7−3.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 2,776,196 | $1.60 億 | 0.1% | −26,425−0.9% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,330,391 | $1.59 億 | 0.1% | +51,967+4.1% | 加碼依 8 比 1 拆股換算 | – |
| CVXChevron Corp | Stock | 954,599 | $1.58 億 | 0.1% | +54,075+6.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 545,121 | $1.53 億 | 0.1% | +47,160+9.5% | 加碼 | 歷史 |
選擇權（90 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 |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | $29.3 萬 | $22.7 萬 |
| GOOGAlphabet Inc. | Stock | $3,640 | $27.3 萬 |
| ISRGIntuitive Surgical Inc | COM NEW | $22.4 萬 | – |
| PYPLPayPal Holdings, Inc. | Stock | – | $19.6 萬 |
| MRNAModerna, Inc. | Stock | – | $19.6 萬 |
| AAPLApple Inc. | Stock | $9.45 萬 | $9.45 萬 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | – | $13.7 萬 |
| AVGOBroadcom Inc. | Stock | $13.1 萬 | – |
| MSFTMicrosoft Corp | Stock | $5.13 萬 | $3.98 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | $8.29 萬 | – |
| UBERUber Technologies, Inc | Stock | – | $6.33 萬 |
| OPLNOPENLANE, Inc. | COM | – | $6.09 萬 |
| SLViShares Silver Trust | ETF | – | $6.03 萬 |
| INTCIntel Corp | Stock | – | $5.97 萬 |
| SCHWSchwab Charles Corp | Stock | $5.95 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $3.33 萬 | $2.06 萬 |
| ABTAbbott Laboratories | Stock | $5.07 萬 | – |
| LMTLockheed Martin Corp | Stock | – | $4.70 萬 |
| CSCOCisco Systems, Inc. | Stock | $4.28 萬 | – |
| TSLATesla, Inc. | Stock | – | $4.25 萬 |
| POETPoet Technologies Inc. | COM NEW | – | $3.78 萬 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | – | $3.70 萬 |
| UGAUnited States Gasoline Fund, LP | UNITS | – | $3.56 萬 |
| METAMeta Platforms, Inc. | Stock | $1.12 萬 | $2.32 萬 |
| iShares Core S&P 500 ETF464287200 | ETF | $2.73 萬 | – |
| GNRCGenerac Holdings Inc. | Stock | – | $2.58 萬 |
| IRENIREN Ltd | ORDINARY SHARES | – | $2.42 萬 |
| GLDSPDR Gold Trust | ETF | – | $2.36 萬 |
| MTNVail Resorts Inc | COM | – | $2.27 萬 |
| BIDUBaidu, Inc. | ADR | – | $2.20 萬 |
| INFQInfleqtion, Inc. | COM SHS | – | $2.05 萬 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | $1.96 萬 | – |
| USOUnited States Oil Fund, LP | UNITS | – | $1.80 萬 |
| PLTRPalantir Technologies Inc. | Stock | – | $1.77 萬 |
| GOOGLAlphabet Inc. | Stock | $1.70 萬 | – |
| CRWVCoreWeave, Inc. | Stock | – | $1.60 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | $1.24 萬 | $2,220 |
| BXBlackstone Inc. | COM | – | $1.43 萬 |
| EPDEnterprise Products Partners L.P. | Stock | – | $1.07 萬 |
| AMZNAmazon Com Inc | Stock | – | $1.01 萬 |
| TMUST-Mobile US, Inc. | Stock | $9,360 | – |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | – | $9,120 |
| NFLXNetflix Inc | Stock | $6,300 | $2,524 |
| UNGUnited States Natural Gas Fund, LP | ETF | – | $8,750 |
| PGProcter & Gamble Co | Stock | – | $8,342 |
| LUVSouthwest Airlines Co | COM | – | $7,875 |
| COPConocoPhillips | Stock | – | $7,200 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | – | $7,000 |
| ACHRArcher Aviation Inc. | Stock | – | $6,750 |
| ORCLOracle Corp | Stock | – | $6,705 |
| U.S. Global Jets ETF26922A842 | ETF | $6,700 | – |
| LUMNLumen Technologies, Inc. | Stock | – | $6,300 |
| JPMJPMorgan Chase & Co | Stock | $5,355 | – |
| RIVNRivian Automotive, Inc. | Stock | – | $4,400 |
| XOMExxonMobil Holdings Corp | COM | $4,258 | – |
| USARUSA Rare Earth, Inc. | Stock | – | $4,125 |
| RGTIRigetti Computing, Inc. | COMMON STOCK | – | $3,315 |
| MPMP Materials Corp. | COM CL A | – | $3,175 |
| SLBSLB Limited | Stock | – | $3,135 |
| QSQuantumScape Corp | COM CL A | – | $3,010 |
| ARECAmerican Resources Corp | CL A | – | $3,000 |
| IRDMIridium Communications Inc. | COM | – | $2,775 |
| WBDWarner Bros. Discovery, Inc. | Stock | – | $2,738 |
| ABBVAbbVie Inc. | Stock | $2,250 | – |
| RUNSunrun Inc. | COM | – | $2,150 |
| RBLXRoblox Corp | Stock | – | $2,065 |
| IBITiShares Bitcoin Trust ETF | ETF | – | $1,715 |
| TMCTMC the metals Co Inc. | COM | – | $1,642 |
| NOKNokia Corp | SPONSORED ADR | – | $1,406 |
| SOFISoFi Technologies, Inc. | Stock | – | $1,121 |
| PEPPepsiCo Inc | Stock | – | $1,078 |
| SONYSony Group Corp | SPONSORED ADR | – | $1,000 |
| ASTSAST SpaceMobile, Inc. | COM CL A | – | $753 |
| PATHUiPath, Inc. | Stock | – | $715 |
| RKLBRocket Lab Corp | COM | – | $700 |
| PTENPatterson Uti Energy Inc | COM | – | $688 |
| AVXLAnavex Life Sciences Corp. | COM NEW | – | $600 |
| GRABGrab Holdings Ltd | CLASS A ORD | – | $600 |
| ADBEAdobe Inc. | Stock | – | $545 |
| SPCEVirgin Galactic Holdings, Inc | Stock | – | $537 |
| LYFTLyft, Inc. | CL A COM | – | $515 |
| HIMSHims & Hers Health, Inc. | Stock | – | $362 |
| PLPlanet Labs PBC | COM CL A | – | $325 |
| SOUNSoundhound AI, Inc. | CLASS A COM | – | $265 |
| CLFCleveland-Cliffs Inc. | COM | – | $175 |
| EGHT8X8 Inc | COM | – | $150 |
| NUNu Holdings Ltd. | ORD SHS CL A | – | $114 |
| LLYEli Lilly & Co | Stock | $51 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | – | $50 |
| ARRYArray Technologies, Inc. | COM SHS | – | $1 |
2026 年第 1 季之後清倉（135 檔）
2026 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 135 檔。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 347,594 | $7,857 萬 | 0.1% | 歷史 |
| HOLXHologic Inc | COM | 109,718 | $829.4 萬 | <0.1% | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 169,014 | $789.8 萬 | <0.1% | 歷史 |
| ProShares Tr74350P675 | ULTRAPRO SHORT | 93,308 | $751.0 萬 | <0.1% | – |
| ALSumisho Air Lease Corp | CL A | 99,577 | $646.7 萬 | <0.1% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 428,977 | $620.3 萬 | <0.1% | 歷史 |
| DHILDiamond Hill Investment Group Inc | COM NEW | 34,580 | $595.1 萬 | <0.1% | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 229,675 | $543.2 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 139,078 | $488.7 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 54,154 | $487.3 萬 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 22,920 | $407.7 萬 | <0.1% | 歷史 |
| SNCYSun Country Airlines Holdings, LLC | COM | 179,075 | $295.8 萬 | <0.1% | 歷史 |
| HTBKHeritage Commerce Corp | COM | 230,942 | $288.2 萬 | <0.1% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 51,763 | $272.9 萬 | <0.1% | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 15,653 | $179.7 萬 | <0.1% | 歷史 |
| KWKennedy-Wilson Holdings, Inc. | COM | 152,713 | $165.2 萬 | <0.1% | 歷史 |
| MCWMister Car Wash, Inc. | COM | 224,239 | $156.3 萬 | <0.1% | 歷史 |
| GDENNew Royal Holdco I Inc. | COM | 58,430 | $156.0 萬 | <0.1% | 歷史 |
| NVRIEnviri Corp | COM | 79,429 | $155.8 萬 | <0.1% | 歷史 |
| CSGSCSG Systems International Inc | COM | 19,475 | $155.7 萬 | <0.1% | 歷史 |
| CABOCable One, Inc. | COM | 13,969 | $127.4 萬 | <0.1% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 59,986 | $120.8 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C649 | US EQTY ULTRA B | 30,227 | $116.9 萬 | <0.1% | – |
| FFWMFirst Foundation Inc. | COM | 169,047 | $99.7 萬 | <0.1% | 歷史 |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 53,784 | $91.4 萬 | <0.1% | 歷史 |
| AMWDAmerican Woodmark Corp | COM | 22,303 | $88.8 萬 | <0.1% | 歷史 |
| UDMYUdemy, Inc. | COM | 189,365 | $87.5 萬 | <0.1% | 歷史 |
| USPHU S Physical Therapy Inc | COM | 10,024 | $75.1 萬 | <0.1% | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 16,428 | $70.5 萬 | <0.1% | – |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 31,931 | $68.5 萬 | <0.1% | 歷史 |
| VREVeris Residential, Inc. | COM | 35,244 | $66.5 萬 | <0.1% | 歷史 |
| INRInfinity Natural Resources, Inc. | COM CL A | 31,231 | $55.0 萬 | <0.1% | 歷史 |
| FFICFlushing Financial Corp | COM | 34,881 | $53.6 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 6,088 | $51.4 萬 | <0.1% | – |
| THRThermon Group Holdings, Inc. | COM | 10,111 | $51.0 萬 | <0.1% | 歷史 |
| Morgan Stanley Pathway FDS61769L858 | LARGE CAP EQTY | 9,802 | $50.7 萬 | <0.1% | – |
| CVGWCalavo Growers Inc | COM | 19,591 | $50.5 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A706 | ST STR GLB DOW | 2,723 | $46.2 萬 | <0.1% | – |
| SEESealed Air Corp | COM | 10,812 | $45.5 萬 | <0.1% | 歷史 |
| ATHMAutohome Inc. | SP ADS RP CL A | 23,932 | $41.6 萬 | <0.1% | 歷史 |
| DGPDeutsche Bank Aktiengesellschaft | DB GOLD DBL LNG | 2,257 | $41.3 萬 | <0.1% | 歷史 |
| Global X FDS37954Y574 | ADAPTIVE US | 8,539 | $41.3 萬 | <0.1% | – |
| EHABEnhabit, Inc. | COM | 27,773 | $39.1 萬 | <0.1% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 9,521 | $38.3 萬 | <0.1% | 歷史 |
| PAHCPhibro Animal Health Corp | CL A COM | 6,876 | $38.0 萬 | <0.1% | 歷史 |
| Carnival Corp Ltd.14365C103 | ADR | 13,222 | $34.1 萬 | <0.1% | – |
| CZNCCitizens & Northern Corp | COM | 15,189 | $33.9 萬 | <0.1% | 歷史 |
| Bitwise Funds Trust091748103 | WEB3 ETF | 5,279 | $33.5 萬 | <0.1% | – |
| CSVCarriage Services Inc | COM | 7,197 | $32.9 萬 | <0.1% | 歷史 |
| STKLSunOpta Inc. | COM | 49,006 | $31.8 萬 | <0.1% | 歷史 |
| JOUTJohnson Outdoors Inc | CL A | 6,822 | $31.7 萬 | <0.1% | 歷史 |
| iShares Ibonds Dec 2030 Term Muni Bond ETF46438G687 | ETF | 12,229 | $31.6 萬 | <0.1% | – |
| Clearway Energy, Inc.18539C105 | CL A | 8,051 | $31.5 萬 | <0.1% | – |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 4,005 | $30.1 萬 | <0.1% | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 2,913 | $29.5 萬 | <0.1% | – |
| UGLProShares Trust II | ULTRA GOLD | 4,732 | $29.1 萬 | <0.1% | 歷史 |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 12,526 | $28.7 萬 | <0.1% | – |
| FXYInvesco CurrencyShares Japanese Yen Trust | JAPANESE YEN | 4,919 | $28.5 萬 | <0.1% | 歷史 |
| IMMRImmersion Corp | COM | 51,861 | $28.3 萬 | <0.1% | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 22,230 | $28.1 萬 | <0.1% | 歷史 |
| MCHBMechanics Bancorp | CL A | 18,725 | $27.6 萬 | <0.1% | 歷史 |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 19,024 | $27.3 萬 | <0.1% | 歷史 |
| BNY Mellon ETF Trust II05613H407 | CORE PLUS ETF | 10,869 | $27.0 萬 | <0.1% | – |
| MEOHMethanex Corp | COM | 4,412 | $26.3 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 1,453 | $25.9 萬 | <0.1% | – |
| PKSTPeakstone Realty Trust | Common Stock | 12,351 | $25.8 萬 | <0.1% | 歷史 |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 3,402 | $25.7 萬 | <0.1% | – |
| RCKYRocky Brands, Inc. | COM | 6,534 | $25.3 萬 | <0.1% | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 14,609 | $25.0 萬 | <0.1% | 歷史 |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 4,957 | $23.8 萬 | <0.1% | – |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 9,006 | $23.7 萬 | <0.1% | 歷史 |
| iShares Inc464286640 | MSCI CHILE ETF | 5,907 | $23.5 萬 | <0.1% | – |
| CPSCooper-Standard Holdings Inc. | COM | 8,409 | $23.4 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524599 | CORE BOND ETF | 8,921 | $22.9 萬 | <0.1% | – |
| BLSHBullish | ORD SHS | 6,246 | $22.3 萬 | <0.1% | 歷史 |
| TFPMTriple Flag Precious Metals Corp. | Stock | 6,425 | $22.3 萬 | <0.1% | 歷史 |
| WTBAWest Bancorporation Inc | CAP STK | 9,326 | $22.2 萬 | <0.1% | 歷史 |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3,462 | $21.9 萬 | <0.1% | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 13,074 | $21.7 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 9,671 | $21.6 萬 | <0.1% | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 1,225 | $21.0 萬 | <0.1% | – |
| USLUnited States 12 Month Oil Fund, LP | UNIT BEN INT | 4,350 | $21.0 萬 | <0.1% | 歷史 |
| Listed FDS Tr53656F805 | SHARES LAG CAP | 4,073 | $20.5 萬 | <0.1% | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 4,217 | $20.3 萬 | <0.1% | 歷史 |
| Sprott FDS Tr85208P873 | SILVER MINERS | 3,407 | $20.2 萬 | <0.1% | – |
| HYMCHycroft Mining Holding Corp | CL A NEW | 5,712 | $20.1 萬 | <0.1% | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 23,176 | $19.3 萬 | <0.1% | 歷史 |
| Bitfarms Ltd Com09173B107 | Stock | 91,666 | $17.9 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 10,430 | $17.2 萬 | <0.1% | – |
| JRVRJames River Group Holdings, Inc. | COM SHS | 27,121 | $17.1 萬 | <0.1% | 歷史 |
| VENUVenu Holding Corp | COM | 51,548 | $17.1 萬 | <0.1% | 歷史 |
| ENTAEnanta Pharmaceuticals Inc | COM | 12,245 | $15.5 萬 | <0.1% | 歷史 |
| AEFabrdn Emerging Markets ex-China Fund, Inc. | COM | 19,910 | $14.5 萬 | <0.1% | 歷史 |
| CTLPCantaloupe, Inc. | COM | 13,279 | $14.4 萬 | <0.1% | 歷史 |
| BRSLBrightstar Lottery PLC | SHS USD | 11,042 | $14.1 萬 | <0.1% | 歷史 |
| SEMRSEMrush Holdings, Inc. | CL A COM | 11,611 | $13.9 萬 | <0.1% | 歷史 |
| FUBOFuboTV Inc. | COM NEW CL A | 13,884 | $13.1 萬 | <0.1% | 歷史 |
| CHYCalamos Convertible & High Income Fund | COM SHS | 11,970 | $13.0 萬 | <0.1% | 歷史 |
| BNTCBenitec Biopharma Inc. | COM NEW | 11,586 | $12.3 萬 | <0.1% | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 11,003 | $11.8 萬 | <0.1% | 歷史 |