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 |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 296,884 | $1.52 億 | 0.1% | +14,621+5.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 891,449 | $1.51 億 | 0.1% | +63,340+7.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 149,075 | $1.51 億 | 0.1% | +10,998+8.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,737,864 | $1.50 億 | 0.1% | +339,826+7.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 349,810 | $1.45 億 | 0.1% | +43,160+14.1% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 1,585,590 | $1.40 億 | 0.1% | +115,286+7.8% | 加碼 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 3,852,974 | $1.39 億 | 0.1% | −46,174−1.2% | 減碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 2,829,312 | $1.36 億 | 0.1% | −109,659−3.7% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 177,647 | $1.36 億 | 0.1% | −10,803−5.7% | 減碼 | 歷史 |
| SNDKSandisk Corp | COM | 59,617 | $1.36 億 | 0.1% | +26,250+78.7% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,147,868 | $1.35 億 | 0.1% | −28,969−2.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 360,728 | $1.35 億 | 0.1% | +24,726+7.4% | 加碼 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 4,800,308 | $1.33 億 | 0.1% | −318,941−6.2% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,598,757 | $1.32 億 | 0.1% | +25,715+1.6% | 加碼 | – |
| RTXRTX Corp | Stock | 691,086 | $1.31 億 | 0.1% | +46,443+7.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 111,352 | $1.31 億 | 0.1% | +8,008+7.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 379,160 | $1.29 億 | 0.1% | −24,618−6.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,339,092 | $1.29 億 | 0.1% | −28,648−2.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,389,067 | $1.27 億 | 0.1% | −21,854−1.5% | 減碼 | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 1,701,158 | $1.26 億 | 0.1% | −59,028−3.4% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,497,894 | $1.25 億 | 0.1% | +27,009+1.8% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 509,090 | $1.23 億 | 0.1% | −27,801−5.2% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,760,133 | $1.22 億 | 0.1% | +740.0% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 783,926 | $1.21 億 | 0.1% | +48,758+6.6% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,684,099 | $1.20 億 | 0.1% | −3,386−0.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 938,149 | $1.20 億 | 0.1% | −31,331−3.2% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 1,444,769 | $1.19 億 | 0.1% | +123,669+9.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 59,795 | $1.19 億 | 0.1% | +7,939+15.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,307,637 | $1.19 億 | 0.1% | +156,564+13.6% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 184,095 | $1.18 億 | 0.1% | +52,446+39.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 664,219 | $1.17 億 | 0.1% | +23,147+3.6% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 2,225,589 | $1.15 億 | 0.1% | −21,482−1.0% | 減碼 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 2,144,092 | $1.15 億 | 0.1% | −21,295−1.0% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 423,620 | $1.15 億 | 0.1% | +12,966+3.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 623,821 | $1.13 億 | 0.1% | +53,124+9.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 827,634 | $1.12 億 | 0.1% | −58,152−6.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 414,358 | $1.12 億 | 0.1% | −31,483−7.1% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 583,125 | $1.11 億 | 0.1% | +33,066+6.0% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,026,010 | $1.11 億 | 0.1% | +11,808+0.6% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 2,181,893 | $1.10 億 | 0.1% | −196,213−8.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,395,017 | $1.10 億 | 0.1% | +69,767+5.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,250,027 | $1.10 億 | 0.1% | −37,267−1.1% | 減碼 | – |
| MSMorgan Stanley | Stock | 522,699 | $1.09 億 | 0.1% | +42,155+8.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 4,593,718 | $1.08 億 | 0.1% | −145,461−3.1% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 1,371,285 | $1.05 億 | 0.1% | +242,860+21.5% | 加碼 | – |
| ETNEaton Corp plc | Stock | 246,115 | $1.05 億 | 0.1% | +814+0.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 936,524 | $1.03 億 | 0.1% | −20,701−2.2% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 1,501,752 | $1.01 億 | 0.1% | −246,483−14.1% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 539,733 | $9,974 萬 | 0.1% | +29,940+5.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 807,405 | $9,607 萬 | 0.1% | +79,703+11.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,300,545 | $9,558 萬 | 0.1% | +103,480+3.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 187,302 | $9,542 萬 | 0.1% | +17,979+10.6% | 加碼 | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 1,775,266 | $9,423 萬 | 0.1% | −60,230−3.3% | 減碼 | – |
| AXPAmerican Express Co | Stock | 278,355 | $9,415 萬 | 0.1% | +37,125+15.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 258,171 | $9,349 萬 | 0.1% | +11,257+4.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 429,686 | $9,301 萬 | 0.1% | +37,938+9.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 671,647 | $9,237 萬 | 0.1% | −1,709−0.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 465,241 | $9,193 萬 | 0.1% | +31,536+7.3% | 加碼 | – |
| NEENextera Energy Inc | Stock | 1,045,998 | $9,181 萬 | 0.1% | −1,899−0.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 305,817 | $9,115 萬 | 0.1% | +30,736+11.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 353,552 | $9,031 萬 | 0.1% | +24,907+7.6% | 加碼 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 1,998,994 | $9,019 萬 | 0.1% | +102,716+5.4% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 1,590,035 | $8,893 萬 | 0.1% | +21,753+1.4% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 891,693 | $8,604 萬 | 0.1% | −27,886−3.0% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,516,308 | $8,570 萬 | 0.1% | −1,939−0.1% | 減碼 | – |
| NVSNovartis AG | ADR | 546,659 | $8,567 萬 | 0.1% | +17,845+3.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 993,943 | $8,497 萬 | <0.1% | +46,624+4.9% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 2,187,449 | $8,485 萬 | <0.1% | −25,468−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 2,410,679 | $8,445 萬 | <0.1% | −16,185−0.7% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 194,429 | $8,389 萬 | <0.1% | −32,379−14.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 550,539 | $8,341 萬 | <0.1% | −1,744−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 341,900 | $8,308 萬 | <0.1% | +26,800+8.5% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 795,831 | $8,141 萬 | <0.1% | −9,942−1.2% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 697,629 | $8,139 萬 | <0.1% | −16,745−2.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 220,588 | $8,126 萬 | <0.1% | +2,762+1.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 811,058 | $7,806 萬 | <0.1% | +122,395+17.8% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 693,381 | $7,563 萬 | <0.1% | +152,227+28.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,280,012 | $7,450 萬 | <0.1% | −83,179−6.1% | 減碼 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 1,805,912 | $7,410 萬 | <0.1% | +276,811+18.1% | 加碼 | – |
| CBChubb Ltd | Stock | 215,327 | $7,337 萬 | <0.1% | +7,425+3.6% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 241,245 | $7,186 萬 | <0.1% | −2,709−1.1% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 74,365 | $7,176 萬 | <0.1% | +11,630+18.5% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 721,215 | $7,082 萬 | <0.1% | +16,937+2.4% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 177,145 | $7,036 萬 | <0.1% | +10,524+6.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 137,468 | $6,892 萬 | <0.1% | +8,120+6.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 746,571 | $6,889 萬 | <0.1% | +6,854+0.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 505,797 | $6,852 萬 | <0.1% | +41,948+9.0% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 34,488 | $6,835 萬 | <0.1% | +2,144+6.6% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 2,178,826 | $6,776 萬 | <0.1% | +9,654+0.4% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 170,877 | $6,732 萬 | <0.1% | −4,547−2.6% | 減碼 | – |
| FTNTFortinet, Inc. | Stock | 437,197 | $6,716 萬 | <0.1% | +36,931+9.2% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 105,275 | $6,678 萬 | <0.1% | +1,210+1.2% | 加碼 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 2,450,717 | $6,668 萬 | <0.1% | +86,346+3.7% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 126,813 | $6,581 萬 | <0.1% | +19,111+17.7% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 316,346 | $6,547 萬 | <0.1% | +20,439+6.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 91,743 | $6,543 萬 | <0.1% | +7,006+8.3% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 416,213 | $6,532 萬 | <0.1% | +39,166+10.4% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 1,527,622 | $6,468 萬 | <0.1% | +131,390+9.4% | 加碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 1,571,427 | $6,459 萬 | <0.1% | −50,590−3.1% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 423,949 | $6,452 萬 | <0.1% | −15,247−3.5% | 減碼 | – |
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 |