EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- 最新申報
- 2026/8/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 1,282
- 較 2024 年第 4 季 +48
- 總值
- $125.2 億
- 較 2024 年第 4 季 +$2.64 億 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,336,464 | $12.4 億 | 9.9% | +109,654+3.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 2,016,719 | $4.48 億 | 3.6% | −33,083−1.6% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,394,520 | $4.13 億 | 3.3% | +819,212+17.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,383,097 | $4.12 億 | 3.3% | −97,865−3.9% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,298,002 | $3.56 億 | 2.8% | +540,548+14.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,712,698 | $2.99 億 | 2.4% | +554,630+10.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 715,551 | $2.69 億 | 2.1% | +28,019+4.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,061,830 | $2.60 億 | 2.1% | +125,362+13.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,412,696 | $2.45 億 | 2.0% | +649,981+13.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,515,445 | $2.43 億 | 1.9% | +239,192+18.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,345,970 | $2.32 億 | 1.9% | +30,479+1.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 406,522 | $2.27 億 | 1.8% | +20,329+5.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,085,574 | $2.07 億 | 1.6% | +20,989+2.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 6,473,128 | $1.98 億 | 1.6% | +1,400,997+27.6% | 加碼 | – |
| Advisor Managed Portfolios00777X660 | CORNERCAP FUNDAM | 4,249,115 | $1.77 億 | 1.4% | −38,021−0.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 704,605 | $1.73 億 | 1.4% | +19,671+2.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,045,421 | $1.62 億 | 1.3% | +25,020+2.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,453,222 | $1.58 億 | 1.3% | +25,243+1.8% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 3,016,203 | $1.55 億 | 1.2% | +784,895+35.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 601,701 | $1.51 億 | 1.2% | +141,196+30.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 879,535 | $1.47 億 | 1.2% | −22,757−2.5% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 690,537 | $1.43 億 | 1.1% | +5,737+0.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 139,638 | $1.32 億 | 1.1% | +3,096+2.3% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 5,744,383 | $1.32 億 | 1.1% | +371,241+6.9% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 3,007,183 | $1.18 億 | 0.9% | +341,926+12.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 204,449 | $1.09 億 | 0.9% | +204,449 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 187,851 | $1.08 億 | 0.9% | −1,923−1.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 901,263 | $1.07 億 | 0.9% | +53,474+6.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 949,055 | $1.00 億 | 0.8% | −101,456−9.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 184,743 | $9,494 萬 | 0.8% | +37,747+25.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 562,576 | $9,330 萬 | 0.7% | +18,238+3.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 246,003 | $8,621 萬 | 0.7% | +15,312+6.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 589,007 | $7,802 萬 | 0.6% | +21,656+3.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,180,257 | $7,283 萬 | 0.6% | −50,187−4.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 194,858 | $7,254 萬 | 0.6% | +1,716+0.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 1,016,640 | $7,207 萬 | 0.6% | −21,642−2.1% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 1,274,491 | $7,173 萬 | 0.6% | −148,487−10.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 224,203 | $7,003 萬 | 0.6% | +8,795+4.1% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 802,070 | $6,896 萬 | 0.6% | +46,383+6.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 178,504 | $6,446 萬 | 0.5% | −5,536−3.0% | 減碼 | – |
| ALLAllstate Corp | Stock | 310,027 | $6,420 萬 | 0.5% | −6,686−2.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 281,727 | $6,130 萬 | 0.5% | −50,913−15.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 1,253,794 | $5,919 萬 | 0.5% | +23,991+2.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 312,937 | $5,888 萬 | 0.5% | −5,939−1.9% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 61,079 | $5,781 萬 | 0.5% | +299+0.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 270,693 | $5,732 萬 | 0.5% | −93,966−25.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 69,144 | $5,711 萬 | 0.5% | +35,207+103.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 2,028,357 | $5,710 萬 | 0.5% | −123,156−5.7% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 109,745 | $5,576 萬 | 0.4% | +998+0.9% | 加碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 857,792 | $5,507 萬 | 0.4% | +84,908+11.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 361,823 | $5,425 萬 | 0.4% | +10,200+2.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 228,764 | $5,404 萬 | 0.4% | +7,263+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 195,300 | $5,368 萬 | 0.4% | +7,205+3.8% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 564,828 | $5,278 萬 | 0.4% | +4,830+0.9% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 570,422 | $5,232 萬 | 0.4% | −1,598−0.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 87,505 | $4,917 萬 | 0.4% | +1,460+1.7% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 598,971 | $4,892 萬 | 0.4% | +19,826+3.4% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,469,214 | $4,847 萬 | 0.4% | +286,187+24.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 102,385 | $4,801 萬 | 0.4% | −199−0.2% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 551,520 | $4,505 萬 | 0.4% | −2,242−0.4% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 860,783 | $4,375 萬 | 0.3% | −531,783−38.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 83,141 | $4,354 萬 | 0.3% | −403−0.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 259,118 | $4,266 萬 | 0.3% | +12,018+4.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 1,095,934 | $4,044 萬 | 0.3% | +114,678+11.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 253,687 | $3,963 萬 | 0.3% | +33,081+15.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 778,873 | $3,865 萬 | 0.3% | −27,501−3.4% | 減碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 289,507 | $3,813 萬 | 0.3% | +9,423+3.4% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 316,353 | $3,717 萬 | 0.3% | +176,577+126.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,179,788 | $3,684 萬 | 0.3% | −119,768−9.2% | 減碼 | – |
| HCAHCA Healthcare, Inc. | COM | 104,811 | $3,622 萬 | 0.3% | −44,035−29.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 176,834 | $3,492 萬 | 0.3% | −1,830−1.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 1,452,311 | $3,346 萬 | 0.3% | +43,484+3.1% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 22,990 | $3,293 萬 | 0.3% | +754+3.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 268,884 | $3,275 萬 | 0.3% | +15,730+6.2% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C721 | IR M TAXAWARE | 646,307 | $3,268 萬 | 0.3% | +145,692+29.1% | 加碼 | – |
| SOSouthern Co | Stock | 346,815 | $3,189 萬 | 0.3% | +3,182+0.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 132,583 | $3,069 萬 | 0.2% | +115,327+668.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 82,166 | $3,011 萬 | 0.2% | +7,631+10.2% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 505,497 | $2,979 萬 | 0.2% | −63,259−11.1% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 107,781 | $2,892 萬 | 0.2% | +2,882+2.7% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 755,241 | $2,850 萬 | 0.2% | +2,591+0.3% | 加碼 | – |
| NKENIKE, Inc. | Stock | 438,092 | $2,781 萬 | 0.2% | +31,080+7.6% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 144,061 | $2,781 萬 | 0.2% | −2,056−1.4% | 減碼 | – |
| WELLWelltower Inc. | REIT | 181,143 | $2,775 萬 | 0.2% | +176,986+4,257.5% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 530,502 | $2,755 萬 | 0.2% | +7,124+1.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 141,540 | $2,746 萬 | 0.2% | +18,348+14.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 126,128 | $2,643 萬 | 0.2% | +21,090+20.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 117,396 | $2,603 萬 | 0.2% | +22,910+24.2% | 加碼 | – |
| VLOValero Energy Corp | Stock | 193,087 | $2,550 萬 | 0.2% | +7,002+3.8% | 加碼 | 歷史 |
| SRESempra | Stock | 357,181 | $2,549 萬 | 0.2% | +4,974+1.4% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 258,964 | $2,536 萬 | 0.2% | +9,809+3.9% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 80,936 | $2,500 萬 | 0.2% | −530−0.7% | 減碼 | – |
| CVXChevron Corp | Stock | 147,035 | $2,460 萬 | 0.2% | +18,415+14.3% | 加碼 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 429,602 | $2,442 萬 | 0.2% | −12,903−2.9% | 減碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 161,649 | $2,421 萬 | 0.2% | −2,489−1.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 860,660 | $2,390 萬 | 0.2% | +749,724+675.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 91,864 | $2,381 萬 | 0.2% | +21,146+29.9% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 90,516 | $2,339 萬 | 0.2% | +1,471+1.7% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 263,765 | $2,321 萬 | 0.2% | −72,624−21.6% | 減碼 | – |
| ACNAccenture plc | Stock | 73,055 | $2,280 萬 | 0.2% | +48,120+193.0% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（101 檔）
2024 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 101 檔。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SMARSmartsheet Inc | COM CL A | 9,404 | $52.7 萬 | <0.1% | 歷史 |
| Calamos ETF Tr12811T704 | S&P 500 STRUCTRD | 16,286 | $40.8 萬 | <0.1% | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 7,706 | $38.6 萬 | <0.1% | – |
| DDOGDatadog, Inc. | CL A COM | 2,588 | $37.0 萬 | <0.1% | 歷史 |
| LFVNLifevantage Corp | COM NEW | 20,675 | $36.2 萬 | <0.1% | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 6,336 | $35.6 萬 | <0.1% | – |
| ONOn Semiconductor Corp | Stock | 5,610 | $35.4 萬 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 10,239 | $35.3 萬 | <0.1% | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 10,762 | $33.8 萬 | <0.1% | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 6,702 | $33.8 萬 | <0.1% | – |
| JACKJack in the Box Inc | COM | 8,052 | $33.5 萬 | <0.1% | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 1,636 | $32.7 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 4,334 | $32.5 萬 | <0.1% | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 5,304 | $30.5 萬 | <0.1% | 歷史 |
| SWIMLatham Group, Inc. | COM | 43,575 | $30.3 萬 | <0.1% | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 2,985 | $28.7 萬 | <0.1% | 歷史 |
| SYFSynchrony Financial | COM | 4,294 | $27.9 萬 | <0.1% | 歷史 |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 6,483 | $27.6 萬 | <0.1% | 歷史 |
| Flexshares Tr33939L761 | CR SCD US BD | 5,700 | $27.2 萬 | <0.1% | – |
| Flexshares Tr33939L670 | CRE SLCT BD FD | 12,455 | $27.1 萬 | <0.1% | – |
| EGEverest Group, Ltd. | COM | 728 | $26.4 萬 | <0.1% | 歷史 |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 17,956 | $25.4 萬 | <0.1% | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 1,947 | $25.3 萬 | <0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 2,816 | $24.2 萬 | <0.1% | 歷史 |
| NTRANatera, Inc. | COM | 1,526 | $24.2 萬 | <0.1% | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 7,897 | $24.1 萬 | <0.1% | 歷史 |
| HUBBHubbell Inc | COM | 573 | $24.0 萬 | <0.1% | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 13,845 | $23.9 萬 | <0.1% | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 9,386 | $23.8 萬 | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 5,092 | $23.6 萬 | <0.1% | – |
| DKSDick's Sporting Goods, Inc. | Stock | 1,016 | $23.2 萬 | <0.1% | 歷史 |
| FUNSix Flags Entertainment Corporation | COM | 4,794 | $23.1 萬 | <0.1% | 歷史 |
| AVAAvista Corp | COM | 6,271 | $23.0 萬 | <0.1% | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 7,216 | $23.0 萬 | <0.1% | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 2,828 | $22.9 萬 | <0.1% | – |
| AWKAmerican Water Works Company, Inc. | Stock | 1,841 | $22.9 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,799 | $22.9 萬 | <0.1% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 1,293 | $22.8 萬 | <0.1% | 歷史 |
| COHRCoherent Corp. | COM | 2,397 | $22.7 萬 | <0.1% | 歷史 |
| CFBCrossfirst Bankshares, Inc. | COM | 14,828 | $22.5 萬 | <0.1% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 3,426 | $22.3 萬 | <0.1% | 歷史 |
| KKellanova | Stock | 2,750 | $22.3 萬 | <0.1% | 歷史 |
| STKColumbia Seligman Premium Technology Growth Fund, Inc. | COM | 6,941 | $22.2 萬 | <0.1% | 歷史 |
| PEGAPegasystems Inc | COM | 2,369 | $22.1 萬 | <0.1% | 歷史 |
| MOG.AMoog Inc. | CL A | 1,103 | $21.7 萬 | <0.1% | 歷史 |
| FOFCohen & Steers Closed-End Opportunity Fund, Inc. | COM | 17,016 | $21.6 萬 | <0.1% | 歷史 |
| CAVACava Group, Inc. | COM | 1,907 | $21.5 萬 | <0.1% | 歷史 |
| ENREnergizer Holdings, Inc. | COM | 6,112 | $21.3 萬 | <0.1% | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 3,146 | $21.1 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q726 | BARRONS 400 ETF | 2,885 | $21.0 萬 | <0.1% | – |
| CRLCharles River Laboratories International, Inc. | COM | 1,132 | $20.9 萬 | <0.1% | 歷史 |
| SONSonoco Products Co | COM | 4,252 | $20.8 萬 | <0.1% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 3,098 | $20.7 萬 | <0.1% | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 5,517 | $20.6 萬 | <0.1% | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 7,254 | $20.6 萬 | <0.1% | 歷史 |
| HTLFHeartland Financial USA Inc | COM | 3,362 | $20.6 萬 | <0.1% | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 13,025 | $20.6 萬 | <0.1% | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 10,815 | $20.4 萬 | <0.1% | 歷史 |
| EXPEagle Materials Inc | COM | 824 | $20.3 萬 | <0.1% | 歷史 |
| NWENorthWestern Energy Group, Inc. | COM NEW | 3,802 | $20.3 萬 | <0.1% | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 444 | $20.2 萬 | <0.1% | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 11,920 | $19.9 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 11,175 | $19.2 萬 | <0.1% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 14,716 | $17.2 萬 | <0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 10,454 | $16.4 萬 | <0.1% | 歷史 |
| ZUOZuora Inc | COM CL A | 16,498 | $16.4 萬 | <0.1% | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 6,926 | $16.3 萬 | <0.1% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,097 | $16.3 萬 | <0.1% | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 5,891 | $16.2 萬 | <0.1% | – |
| AMAntero Midstream Corp | Stock | 10,554 | $15.9 萬 | <0.1% | 歷史 |
| Neos ETF Trust Nasdaq 100 HDGD78433H667 | ETF | 6,078 | $15.8 萬 | <0.1% | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 3,095 | $15.7 萬 | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 2,634 | $15.6 萬 | <0.1% | – |
| USALiberty All Star Equity Fund | SH BEN INT | 22,341 | $15.5 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 12,061 | $13.9 萬 | <0.1% | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 2,727 | $13.9 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 6,331 | $13.3 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 1,845 | $13.0 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G201 | S&P SMLCP MATL | 1,738 | $12.8 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 1,909 | $12.6 萬 | <0.1% | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 4,460 | $12.2 萬 | <0.1% | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 2,800 | $11.3 萬 | <0.1% | – |
| Franklin Templeton ETF Tr35473P827 | FTSE CANADA | 3,057 | $11.2 萬 | <0.1% | – |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 13,633 | $11.1 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 1,822 | $11.0 萬 | <0.1% | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 1,798 | $11.0 萬 | <0.1% | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 1,548 | $11.0 萬 | <0.1% | – |
| iShares Tr464287531 | US DIGI REAL ETF | 1,350 | $10.9 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 3,061 | $10.8 萬 | <0.1% | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 950 | $10.7 萬 | <0.1% | – |
| CXMSprinklr, Inc. | CL A | 12,466 | $10.5 萬 | <0.1% | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 634 | $10.4 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E172 | S&P SMLCP STAP | 2,734 | $10.4 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 693 | $10.3 萬 | <0.1% | – |
| Flexshares Tr33939L787 | GLB QLT R/E IDX | 1,760 | $10.0 萬 | <0.1% | – |
| QBTSD-Wave Quantum Inc. | Stock | 11,122 | $9.34 萬 | <0.1% | 歷史 |
| GSATGlobalstar, Inc. | COM | 40,550 | $8.39 萬 | <0.1% | 歷史 |
| AMPYAmplify Energy Corp. | COM | 11,496 | $6.90 萬 | <0.1% | 歷史 |
| PANLPangaea Logistics Solutions Ltd. | SHS | 10,072 | $5.40 萬 | <0.1% | 歷史 |
| CNDTCONDUENT Inc | COM | 10,029 | $4.05 萬 | <0.1% | 歷史 |