Colonial Trust Advisors
- SEC CIK
- 0001567993
- 最新申報
- 2026/8/11
2024 年第 2 季持倉
持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 756
- 較 2024 年第 1 季 −265
- 總值
- $10.4 億
- 較 2024 年第 1 季 +$3,317 萬 (+3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 377,986 | $7,961 萬 | 7.6% | −9,996−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 145,517 | $6,504 萬 | 6.2% | −1,989−1.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 36,982 | $3,348 萬 | 3.2% | −1,854−4.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 59,950 | $3,281 萬 | 3.1% | +369+0.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 133,700 | $2,584 萬 | 2.5% | +671+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 207,089 | $2,558 萬 | 2.4% | −15,681−7.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 126,024 | $2,296 萬 | 2.2% | +1,345+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 107,515 | $2,175 萬 | 2.1% | +687+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 25,286 | $2,149 萬 | 2.1% | −622−2.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 79,766 | $2,094 萬 | 2.0% | −105−0.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 40,466 | $2,061 萬 | 2.0% | +166+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 114,867 | $1,894 萬 | 1.8% | −880−0.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 54,158 | $1,836 萬 | 1.8% | +602+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 124,301 | $1,817 萬 | 1.7% | +396+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 46,625 | $1,605 萬 | 1.5% | −39−0.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 67,910 | $1,537 萬 | 1.5% | +1,397+2.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 58,475 | $1,509 萬 | 1.4% | +563+1.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 88,416 | $1,458 萬 | 1.4% | −205−0.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 96,497 | $1,363 萬 | 1.3% | −1,664−1.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 41,606 | $1,305 萬 | 1.2% | −1,538−3.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 130,137 | $1,304 萬 | 1.2% | −1,761−1.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 55,245 | $1,304 萬 | 1.2% | −178−0.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 191,671 | $1,220 萬 | 1.2% | +867+0.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 57,010 | $1,216 萬 | 1.2% | −70−0.1% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 207,246 | $1,194 萬 | 1.1% | +5,352+2.7% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 233,416 | $1,193 萬 | 1.1% | +19,953+9.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 26,186 | $1,184 萬 | 1.1% | +832+3.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 201,878 | $1,181 萬 | 1.1% | +795+0.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 172,441 | $1,168 萬 | 1.1% | +4,686+2.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 37,192 | $1,128 萬 | 1.1% | +788+2.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 71,400 | $1,117 萬 | 1.1% | +692+1.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 86,088 | $1,066 萬 | 1.0% | +1,214+1.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 29,850 | $1,016 萬 | 1.0% | +169+0.6% | 加碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 201,462 | $992.2 萬 | 0.9% | +9,062+4.7% | 加碼 | – |
| TTTrane Technologies plc | SHS | 29,986 | $986.3 萬 | 0.9% | −1,279−4.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 50,746 | $930.8 萬 | 0.9% | −1,665−3.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 22,325 | $908.2 萬 | 0.9% | −218−1.0% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 12,749 | $892.8 萬 | 0.9% | +45+0.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,703 | $892.6 萬 | 0.9% | +448+2.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 89,750 | $891.1 萬 | 0.9% | −65−0.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 79,507 | $875.4 萬 | 0.8% | +2,534+3.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 112,628 | $848.9 萬 | 0.8% | −756−0.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 21,147 | $790.1 萬 | 0.8% | −708−3.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 16,005 | $747.6 萬 | 0.7% | +499+3.2% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 32,883 | $721.9 萬 | 0.7% | +725+2.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 36,363 | $707.4 萬 | 0.7% | +146+0.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 136,498 | $688.9 萬 | 0.7% | −7,014−4.9% | 減碼 | – |
| FDXFedEx Corp | Stock | 21,788 | $653.3 萬 | 0.6% | +1,506+7.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 18,990 | $632.6 萬 | 0.6% | +741+4.1% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 159,194 | $621.7 萬 | 0.6% | +1,954+1.2% | 加碼 | – |
| PSXPhillips 66 | Stock | 43,137 | $609.0 萬 | 0.6% | +111+0.3% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 64,338 | $594.3 萬 | 0.6% | +2,416+3.9% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 42,718 | $586.3 萬 | 0.6% | −1,168−2.7% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 12,875 | $574.2 萬 | 0.5% | −581−4.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 119,212 | $566.4 萬 | 0.5% | −2,412−2.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 143,993 | $563.9 萬 | 0.5% | +3,312+2.4% | 加碼 | 歷史 |
| HSYHershey Co | COM | 29,925 | $550.1 萬 | 0.5% | +1,222+4.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 133,041 | $548.7 萬 | 0.5% | −422−0.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 74,156 | $525.1 萬 | 0.5% | +4,008+5.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 30,196 | $523.5 萬 | 0.5% | +3,162+11.7% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,231 | $487.7 萬 | 0.5% | +170+16.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 65,197 | $480.4 萬 | 0.5% | +536+0.8% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 22,835 | $448.9 萬 | 0.4% | +2,846+14.2% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 35,421 | $446.6 萬 | 0.4% | −691−1.9% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 113,453 | $440.8 萬 | 0.4% | +6,259+5.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 18,259 | $434.6 萬 | 0.4% | +572+3.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 16,691 | $425.4 萬 | 0.4% | −829−4.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 43,400 | $421.3 萬 | 0.4% | +7,923+22.3% | 加碼 | – |
| PSAPublic Storage | COM | 13,854 | $398.5 萬 | 0.4% | +378+2.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 31,395 | $395.2 萬 | 0.4% | +514+1.7% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 65,268 | $386.4 萬 | 0.4% | +749+1.2% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 6,204 | $336.1 萬 | 0.3% | +94+1.5% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 102,260 | $329.7 萬 | 0.3% | +3,774+3.8% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 29,795 | $317.8 萬 | 0.3% | +375+1.3% | 加碼 | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 83,496 | $317.7 萬 | 0.3% | +3,747+4.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 168,573 | $306.1 萬 | 0.3% | +136,348+423.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 157,406 | $301.8 萬 | 0.3% | +11,503+7.9% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 5,356 | $297.5 萬 | 0.3% | +870+19.4% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 21,906 | $290.2 萬 | 0.3% | −641−2.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 138,305 | $282.8 萬 | 0.3% | +2,851+2.1% | 加碼 | – |
| BACBank of America Corp | Stock | 68,959 | $274.2 萬 | 0.3% | +32,546+89.4% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 150,042 | $272.8 萬 | 0.3% | −2,707−1.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 141,458 | $271.9 萬 | 0.3% | +13,684+10.7% | 加碼 | – |
| DGXQuest Diagnostics Inc | COM | 19,843 | $271.6 萬 | 0.3% | −887−4.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,724 | $252.1 萬 | 0.2% | −568−4.6% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 122,741 | $244.9 萬 | 0.2% | +15,742+14.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 21,068 | $242.5 萬 | 0.2% | +17+0.1% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 49,190 | $242.0 萬 | 0.2% | +7,672+18.5% | 加碼 | 歷史 |
| STSensata Technologies Holding plc | SHS | 63,439 | $237.2 萬 | 0.2% | +847+1.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 10,700 | $229.7 萬 | 0.2% | −534−4.8% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 16,286 | $225.1 萬 | 0.2% | −879−5.1% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 9,791 | $221.4 萬 | 0.2% | −109−1.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 24,678 | $216.5 萬 | 0.2% | −642−2.5% | 減碼 | 歷史 |
| CETCentral Securities Corp | COM | 47,408 | $208.7 萬 | 0.2% | +142+0.3% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 59,230 | $200.1 萬 | 0.2% | +3,926+7.1% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 37,621 | $198.7 萬 | 0.2% | +1,736+4.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,570 | $188.9 萬 | 0.2% | −677−7.3% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 17,452 | $185.7 萬 | 0.2% | −150−0.9% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 33,621 | $185.1 萬 | 0.2% | −4,036−10.7% | 減碼 | 歷史 |
| SRESempra | Stock | 23,073 | $175.5 萬 | 0.2% | −1,599−6.5% | 減碼 | 歷史 |
2024 年第 1 季之後清倉(299 檔)
2024 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 299 檔。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RJFRaymond James Financial Inc | COM | 502 | $6.45 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 392 | $6.38 萬 | <0.1% | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 990 | $6.09 萬 | <0.1% | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 161 | $5.12 萬 | <0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 1,381 | $4.95 萬 | <0.1% | – |
| Pioneer Nat Res Co723787AP2 | NOTE 0.250% 5/1 | 17,000 | $4.86 萬 | <0.1% | – |
| UNMUnum Group | Stock | 855 | $4.59 萬 | <0.1% | 歷史 |
| Euronet Worldwide, Inc.298736AL3 | NOTE 0.750% 3/1 | 42,000 | $4.07 萬 | <0.1% | – |
| MAINMain Street Capital CORP | CEF | 850 | $4.02 萬 | <0.1% | 歷史 |
| Expedia Group, Inc.30212PBE4 | NOTE 2/1 | 43,000 | $3.96 萬 | <0.1% | – |
| UBSUBS Group AG | Stock | 1,272 | $3.91 萬 | <0.1% | 歷史 |
| Southwest Airls Co844741BG2 | NOTE 1.250% 5/0 | 35,000 | $3.54 萬 | <0.1% | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 647 | $3.45 萬 | <0.1% | – |
| CADECadence Bancorporation | EQUITY US CM | 1,150 | $3.33 萬 | <0.1% | 歷史 |
| INGRIngredion Inc | COM | 270 | $3.15 萬 | <0.1% | 歷史 |
| WSOWatsco Inc | COM | 71 | $3.07 萬 | <0.1% | 歷史 |
| AVAVAeroVironment Inc | COM | 200 | $3.07 萬 | <0.1% | 歷史 |
| EIXEdison International | Stock | 429 | $3.03 萬 | <0.1% | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 168 | $2.93 萬 | <0.1% | 歷史 |
| BSYBentley Systems Inc | COM CL B | 556 | $2.90 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 23 | $2.87 萬 | <0.1% | 歷史 |
| POOLPool Corp | COM | 71 | $2.86 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 179 | $2.86 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 214 | $2.81 萬 | <0.1% | – |
| COOCooper Companies, Inc. | COM | 276 | $2.80 萬 | <0.1% | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 480 | $2.79 萬 | <0.1% | – |
| LIILennox International Inc | COM | 55 | $2.69 萬 | <0.1% | 歷史 |
| WRBBerkley W R Corp | COM | 288 | $2.55 萬 | <0.1% | 歷史 |
| EFXEquifax Inc | COM | 95 | $2.54 萬 | <0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 92 | $2.43 萬 | <0.1% | 歷史 |
| LNCLincoln National Corp | COM | 755 | $2.41 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 88 | $2.31 萬 | <0.1% | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 457 | $2.25 萬 | <0.1% | – |
| SAIASaia Inc | COM | 38 | $2.22 萬 | <0.1% | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 126 | $2.19 萬 | <0.1% | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 3,579 | $2.12 萬 | <0.1% | 歷史 |
| TRMKTrustmark Corp | COM | 750 | $2.11 萬 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 186 | $2.10 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 77 | $2.09 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 284 | $2.08 萬 | <0.1% | – |
| THOThor Industries Inc | COM | 174 | $2.04 萬 | <0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 64 | $1.93 萬 | <0.1% | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 215 | $1.92 萬 | <0.1% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 168 | $1.88 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 411 | $1.86 萬 | <0.1% | – |
| ITRIItron, Inc. | COM | 200 | $1.85 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 169 | $1.83 萬 | <0.1% | – |
| AZPNAspen Technology, Inc. | COM | 85 | $1.81 萬 | <0.1% | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 213 | $1.78 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 518 | $1.69 萬 | <0.1% | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 177 | $1.68 萬 | <0.1% | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 578 | $1.67 萬 | <0.1% | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 147 | $1.67 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 189 | $1.65 萬 | <0.1% | – |
| WMBWilliams Companies, Inc. | COM | 422 | $1.64 萬 | <0.1% | 歷史 |
| ROLRollins Inc | COM | 353 | $1.63 萬 | <0.1% | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 215 | $1.60 萬 | <0.1% | 歷史 |
| TDYTeledyne Technologies Inc | COM | 37 | $1.59 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 789 | $1.45 萬 | <0.1% | 歷史 |
| EXPOExponent Inc | COM | 174 | $1.44 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 225 | $1.37 萬 | <0.1% | – |
| APHAmphenol Corp | CL A | 115 | $1.33 萬 | <0.1% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 300 | $1.30 萬 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 90 | $1.24 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 211 | $1.24 萬 | <0.1% | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 517 | $1.21 萬 | <0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 296 | $1.15 萬 | <0.1% | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 256 | $1.12 萬 | <0.1% | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 184 | $1.08 萬 | <0.1% | – |
| KEYKeycorp | COM | 681 | $1.08 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 220 | $1.06 萬 | <0.1% | – |
| KDPKeurig Dr Pepper Inc. | COM | 335 | $1.03 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 200 | $1.00 萬 | <0.1% | – |
| MSIMotorola Solutions, Inc. | Stock | 28 | $9,939 | <0.1% | 歷史 |
| PTCPTC Inc. | Stock | 50 | $9,447 | <0.1% | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 270 | $9,037 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 57 | $8,787 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 107 | $8,777 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 83 | $8,615 | <0.1% | – |
| DJTWWTrump Media & Technology Group Corp. | *W EXP 03/25/202 | 300 | $8,220 | <0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 135 | $8,151 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 200 | $8,094 | <0.1% | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 70 | $7,738 | <0.1% | – |
| BLDQXO Insulation, LLC | Stock | 17 | $7,492 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 25 | $7,283 | <0.1% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 96 | $6,715 | <0.1% | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 51 | $6,538 | <0.1% | 歷史 |
| LCIILci Industries | COM | 53 | $6,522 | <0.1% | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 116 | $6,513 | <0.1% | 歷史 |
| EQCEQC Liquidating Trust | COM SH BEN INT | 339 | $6,400 | <0.1% | 歷史 |
| Ea Series Trust02072L722 | STRI US ENER ETF | 200 | $6,262 | <0.1% | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 267 | $6,207 | <0.1% | – |
| PAASPan American Silver Corp | Stock | 400 | $6,032 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32 | $5,420 | <0.1% | – |
| iShares MSCI India ETF46429B598 | ETF | 101 | $5,211 | <0.1% | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 181 | $5,148 | <0.1% | – |
| PRIPrimerica, Inc. | Stock | 20 | $5,059 | <0.1% | 歷史 |
| HLMNHillman Solutions Corp. | COM | 474 | $5,043 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 11 | $4,998 | <0.1% | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 167 | $4,983 | <0.1% | – |