EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- 最新申報
- 2026/8/11
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/6/5 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 658
- 較 2022 年第 4 季 +37
- 總值
- $50.4 億
- 較 2022 年第 4 季 −$5.05 億 (−9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,179,153 | $7.93 億 | 15.7% | +3,159,351+15,954.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,610,329 | $3.61 億 | 7.1% | −363,275−12.2% | 減碼 | – |
| NEENextera Energy Inc | Stock | 6,496,246 | $3.22 億 | 6.4% | +6,427,979+9,415.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,535,521 | $2.53 億 | 5.0% | +42,576+2.9% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 592,911 | $1.71 億 | 3.4% | +590,527+24,770.4% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 2,419,305 | $1.22 億 | 2.4% | +2,417,277+119,195.1% | 加碼 | – |
| VLOValero Energy Corp | Stock | 1,470,425 | $1.08 億 | 2.1% | +1,151,119+360.5% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 822,549 | $8,532 萬 | 1.7% | −1,268,508−60.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 805,947 | $8,325 萬 | 1.7% | +105,210+15.0% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 602,861 | $7,856 萬 | 1.6% | +495,423+461.1% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 1,875,304 | $7,576 萬 | 1.5% | +1,715,980+1,077.0% | 加碼 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 649,712 | $7,125 萬 | 1.4% | +649,712 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 109,392 | $7,018 萬 | 1.4% | +1,260+1.2% | 加碼 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 298,048 | $6,720 萬 | 1.3% | +296,772+23,258.0% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 331,249 | $6,456 萬 | 1.3% | +325,631+5,796.2% | 加碼 | – |
| GPCGenuine Parts Co | Stock | 2,602,638 | $6,085 萬 | 1.2% | +2,556,897+5,589.9% | 加碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 5,539,353 | $5,971 萬 | 1.2% | +5,526,734+43,796.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 431,432 | $5,784 萬 | 1.1% | +430,142+33,344.3% | 加碼 | – |
| CSXCSX Corp | Stock | 1,045,426 | $5,465 萬 | 1.1% | +1,005,215+2,499.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 72,897 | $4,878 萬 | 1.0% | −456,904−86.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,083,013 | $4,819 萬 | 1.0% | +1,083,013 | 新進 | – |
| AMTAmerican Tower Corp | REIT | 225,508 | $4,608 萬 | 0.9% | +11,546+5.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,822,813 | $4,544 萬 | 0.9% | +1,803,659+9,416.6% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 210,837 | $4,468 萬 | 0.9% | +210,837 | 新進 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 311,494 | $4,348 萬 | 0.9% | +280,285+898.1% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 1,124,357 | $4,124 萬 | 0.8% | +1,116,002+13,357.3% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 308,217 | $3,990 萬 | 0.8% | +247,573+408.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 525,613 | $3,643 萬 | 0.7% | +353,686+205.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 165,838 | $3,589 萬 | 0.7% | +84,952+105.0% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 170,773 | $3,437 萬 | 0.7% | +155,236+999.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 757,567 | $3,422 萬 | 0.7% | +738,086+3,788.7% | 加碼 | – |
| SSDSimpson Manufacturing Co., Inc. | COM | 223,205 | $3,374 萬 | 0.7% | +210,578+1,667.7% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 443,696 | $3,315 萬 | 0.7% | +430,292+3,210.2% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,017,187 | $3,278 萬 | 0.6% | +907,688+828.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 317,507 | $3,164 萬 | 0.6% | −492,110−60.8% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 452,481 | $3,148 萬 | 0.6% | +449,257+13,934.8% | 加碼 | – |
| ALLAllstate Corp | Stock | 275,535 | $3,053 萬 | 0.6% | +7,996+3.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 286,397 | $3,046 萬 | 0.6% | +264,236+1,192.3% | 加碼 | 歷史 |
| JWNNordstrom Inc | Stock | 645,270 | $2,986 萬 | 0.6% | +645,270 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 395,268 | $2,937 萬 | 0.6% | +300,007+314.9% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,105,874 | $2,818 萬 | 0.6% | +1,105,874 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 182,117 | $2,750 萬 | 0.5% | −221,637−54.9% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 83,673 | $2,685 萬 | 0.5% | +78,131+1,409.8% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 104,096 | $2,543 萬 | 0.5% | +104,096 | 新進 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 332,812 | $2,435 萬 | 0.5% | +219,861+194.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 48,409 | $2,288 萬 | 0.5% | −117,859−70.9% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 315,485 | $2,266 萬 | 0.4% | +305,082+2,932.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 437,100 | $2,214 萬 | 0.4% | +383,158+710.3% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 76,089 | $2,114 萬 | 0.4% | +60,096+375.8% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 68,343 | $2,017 萬 | 0.4% | +66,151+3,017.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 102,529 | $1,944 萬 | 0.4% | −45,678−30.8% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 207,986 | $1,910 萬 | 0.4% | +207,986 | 新進 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 76,203 | $1,906 萬 | 0.4% | +70,661+1,275.0% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 119,351 | $1,838 萬 | 0.4% | −1,187,960−90.9% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 108,039 | $1,763 萬 | 0.3% | +88,228+445.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 166,047 | $1,727 萬 | 0.3% | −574,691−77.6% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 817,325 | $1,698 萬 | 0.3% | +799,277+4,428.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 95,254 | $1,518 萬 | 0.3% | +4,657+5.1% | 加碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 185,009 | $1,420 萬 | 0.3% | +185,009 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 131,680 | $1,401 萬 | 0.3% | +129,736+6,673.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 82,146 | $1,304 萬 | 0.3% | +43,975+115.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 32,087 | $1,207 萬 | 0.2% | −263,393−89.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 78,989 | $1,203 萬 | 0.2% | −69,520−46.8% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 189,641 | $1,182 萬 | 0.2% | +120,626+174.8% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 221,086 | $1,165 萬 | 0.2% | −767,792−77.6% | 減碼 | – |
| SYKStryker Corp | Stock | 469,229 | $1,129 萬 | 0.2% | +299,688+176.8% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 153,855 | $1,100 萬 | 0.2% | +153,855 | 新進 | – |
| CMGChipotle Mexican Grill Inc | COM | 190,664 | $1,095 萬 | 0.2% | +189,862+23,673.6% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 431,240 | $1,060 萬 | 0.2% | +427,827+12,535.2% | 加碼 | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 436,892 | $1,035 萬 | 0.2% | +311,323+247.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 138,208 | $1,024 萬 | 0.2% | −8,242−5.6% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 138,023 | $1,019 萬 | 0.2% | +86,394+167.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 54,138 | $992.4 萬 | 0.2% | −29,811−35.5% | 減碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 393,281 | $990.7 萬 | 0.2% | +283,321+257.7% | 加碼 | – |
| PGRProgressive Corp | Stock | 65,369 | $972.0 萬 | 0.2% | +65,369 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 20,682 | $954.9 萬 | 0.2% | +19,424+1,544.0% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 98,025 | $947.9 萬 | 0.2% | +71,085+263.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 289,675 | $931.3 萬 | 0.2% | +289,240+66,492.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 274,751 | $919.9 萬 | 0.2% | +247,423+905.4% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 64,875 | $909.6 萬 | 0.2% | −7,100−9.9% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 99,748 | $908.2 萬 | 0.2% | +77,779+354.0% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 65,053 | $891.4 萬 | 0.2% | +42,579+189.5% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 25,455 | $874.2 萬 | 0.2% | +11,950+88.5% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 39,965 | $849.0 萬 | 0.2% | +34,591+643.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 37,925 | $786.8 萬 | 0.2% | +30,466+408.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 120,080 | $767.2 萬 | 0.2% | +103,260+613.9% | 加碼 | – |
| VVisa Inc. | Stock | 104,309 | $758.7 萬 | 0.2% | −177,238−63.0% | 減碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 43,009 | $719.6 萬 | 0.1% | −241,967−84.9% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 25,067 | $716.4 萬 | 0.1% | −2,553−9.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 14,638 | $692.0 萬 | 0.1% | −54,960−79.0% | 減碼 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 65,471 | $685.4 萬 | 0.1% | +60,115+1,122.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 276,683 | $680.4 萬 | 0.1% | +276,683 | 新進 | – |
| TRMBTrimble Inc. | COM | 157,047 | $644.4 萬 | 0.1% | +44,331+39.3% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 150,450 | $613.8 萬 | 0.1% | +139,174+1,234.2% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 24,126 | $608.1 萬 | 0.1% | +2,589+12.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 26,488 | $600.8 萬 | 0.1% | −82,500−75.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,163 | $600.0 萬 | 0.1% | −95,227−79.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 114,745 | $582.8 萬 | 0.1% | −278,399−70.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 113,859 | $573.1 萬 | 0.1% | −381,734−77.0% | 減碼 | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 257,194 | $570.2 萬 | 0.1% | +251,633+4,525.0% | 加碼 | – |
2022 年第 4 季之後清倉（66 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 20,493 | $468.0 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 46,262 | $134.3 萬 | <0.1% | – |
| POWIPower Integrations Inc | COM | 13,824 | $99.1 萬 | <0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 5,436 | $85.0 萬 | <0.1% | 歷史 |
| LINLinde PLC | SHS | 2,143 | $69.9 萬 | <0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,035 | $63.8 萬 | <0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 13,696 | $62.5 萬 | <0.1% | – |
| EIXEdison International | Stock | 7,962 | $50.7 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,309 | $48.1 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 16,249 | $46.6 萬 | <0.1% | – |
| FCXFreeport-McMoran Inc | Stock | 11,871 | $45.1 萬 | <0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 3,978 | $33.5 萬 | <0.1% | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 13,424 | $33.3 萬 | <0.1% | – |
| TAPMolson Coors Beverage Co | CL B | 6,351 | $32.7 萬 | <0.1% | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,105 | $30.0 萬 | <0.1% | – |
| VICIVici Properties Inc. | COM | 8,545 | $27.7 萬 | <0.1% | 歷史 |
| WALWestern Alliance Bancorporation | COM | 4,339 | $25.8 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,527 | $25.5 萬 | <0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,423 | $25.1 萬 | <0.1% | – |
| LEGLeggett & Platt Inc | Stock | 7,368 | $23.7 萬 | <0.1% | 歷史 |
| HFWAHeritage Financial Corp | COM | 7,619 | $23.3 萬 | <0.1% | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,148 | $23.2 萬 | <0.1% | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 13,936 | $23.0 萬 | <0.1% | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 11,150 | $22.5 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,200 | $22.5 萬 | <0.1% | – |
| SIVBSVB Financial Group | COM | 969 | $22.3 萬 | <0.1% | 歷史 |
| TFXTeleflex Inc | COM | 889 | $22.2 萬 | <0.1% | 歷史 |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 6,700 | $21.8 萬 | <0.1% | – |
| NEMNEWMONT Corp | Stock | 4,601 | $21.7 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 2,500 | $21.5 萬 | <0.1% | – |
| SLBSLB Limited | Stock | 4,001 | $21.4 萬 | <0.1% | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 8,500 | $21.0 萬 | <0.1% | 歷史 |
| DBEInvesco DB Energy Fund | ENERGY FD | 9,200 | $20.9 萬 | <0.1% | 歷史 |
| MROMarathon Oil Corp | COM | 7,646 | $20.7 萬 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 9,224 | $20.3 萬 | <0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 713 | $20.2 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,610 | $19.7 萬 | <0.1% | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2,597 | $19.3 萬 | <0.1% | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 1,403 | $19.0 萬 | <0.1% | – |
| CHYCalamos Convertible & High Income Fund | COM SHS | 17,087 | $18.0 萬 | <0.1% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,675 | $17.6 萬 | <0.1% | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 3,735 | $16.9 萬 | <0.1% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 1,896 | $16.0 萬 | <0.1% | – |
| Vanguard Communication Services ETF92204A884 | ETF | 1,914 | $15.7 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 7,026 | $14.5 萬 | <0.1% | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 12,000 | $13.8 萬 | <0.1% | 歷史 |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 12,203 | $13.7 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R549 | SP O&G EQP SERV | 1,644 | $13.1 萬 | <0.1% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,357 | $12.8 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 1,844 | $12.3 萬 | <0.1% | – |
| Vanguard Energy ETF92204A306 | ETF | 985 | $11.9 萬 | <0.1% | – |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 1,375 | $11.7 萬 | <0.1% | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 729 | $11.4 萬 | <0.1% | – |
| iShares Tr464287192 | US TRSPRTION | 527 | $11.3 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,000 | $10.9 萬 | <0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 3,654 | $10.8 萬 | <0.1% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 2,202 | $10.8 萬 | <0.1% | – |
| iShares Tr464287531 | US DIGI REAL ETF | 1,550 | $10.7 萬 | <0.1% | – |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 5,500 | $10.7 萬 | <0.1% | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 1,655 | $10.6 萬 | <0.1% | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 840 | $10.5 萬 | <0.1% | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 2,850 | $10.2 萬 | <0.1% | – |
| IGRCbre Global Real Estate Income Fund | COM | 16,454 | $9.43 萬 | <0.1% | 歷史 |
| PPTFranklin Premier Income Trust | SH BEN INT | 18,974 | $6.89 萬 | <0.1% | 歷史 |
| RDFNRedfin Corp | COM | 11,492 | $4.87 萬 | <0.1% | 歷史 |
| REEDReed's, Inc. | COM | 50,000 | $3,490 | <0.1% | 歷史 |