Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- 最新申報
- 2026/8/7
2024 年第 1 季持倉
持倉截至 2024/3/31,2024/4/29 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 853
- 較 2023 年第 4 季 +27
- 總值
- $33.0 億
- 較 2023 年第 4 季 +$2.42 億 (+7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,195,457 | $2.05 億 | 6.2% | −101,954−7.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 189,494 | $1.71 億 | 5.2% | −23,297−10.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 218,317 | $1.15 億 | 3.5% | +88,921+68.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 448,488 | $8,090 萬 | 2.5% | −36,562−7.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 166,316 | $7,385 萬 | 2.2% | −10,280−5.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 153,543 | $7,381 萬 | 2.2% | −4,896−3.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 165,503 | $6,963 萬 | 2.1% | −29,211−15.0% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 815,017 | $5,297 萬 | 1.6% | −4,673−0.6% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,519,125 | $4,854 萬 | 1.5% | −10,659−0.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 87,399 | $4,572 萬 | 1.4% | −4,973−5.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 295,279 | $4,457 萬 | 1.4% | −14,537−4.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 290,779 | $4,427 萬 | 1.3% | −8,892−3.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 101,752 | $3,903 萬 | 1.2% | +199+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 72,066 | $3,499 萬 | 1.1% | −8,724−10.8% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 703,169 | $3,206 萬 | 1.0% | +312,506+80.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 117,984 | $3,066 萬 | 0.9% | −15,226−11.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 38,966 | $3,031 萬 | 0.9% | −2,028−4.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 306,315 | $2,893 萬 | 0.9% | +306,315 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 469,380 | $2,851 萬 | 0.9% | +18,205+4.0% | 加碼依 5 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 279,499 | $2,592 萬 | 0.8% | +5,153+1.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 257,954 | $2,526 萬 | 0.8% | +40,978+18.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 58,066 | $2,442 萬 | 0.7% | +1,094+1.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 119,646 | $2,397 萬 | 0.7% | −8,432−6.6% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 595,061 | $2,322 萬 | 0.7% | +9,824+1.7% | 加碼 | – |
| MAMastercard Inc | Stock | 46,425 | $2,236 萬 | 0.7% | −314−0.7% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 56,011 | $2,201 萬 | 0.7% | +44+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 161,896 | $2,136 萬 | 0.6% | +1,906+1.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 194,894 | $2,097 萬 | 0.6% | +20,321+11.6% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 664,943 | $2,009 萬 | 0.6% | +38,635+6.2% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 33,966 | $1,974 萬 | 0.6% | −763−2.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 386,718 | $1,940 萬 | 0.6% | −47,945−11.0% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 834,083 | $1,899 萬 | 0.6% | +721,328+639.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 124,491 | $1,839 萬 | 0.6% | +5,608+4.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 166,094 | $1,836 萬 | 0.6% | +32,284+24.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 108,479 | $1,783 萬 | 0.5% | −3,018−2.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 101,131 | $1,778 萬 | 0.5% | −1,285−1.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 97,029 | $1,767 萬 | 0.5% | −5,660−5.5% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 126,914 | $1,714 萬 | 0.5% | +38,340+43.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 229,666 | $1,705 萬 | 0.5% | +4,530+2.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 60,329 | $1,701 萬 | 0.5% | −4,065−6.3% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 199,259 | $1,630 萬 | 0.5% | −13,975−6.6% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 54,553 | $1,571 萬 | 0.5% | −150.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 99,231 | $1,570 萬 | 0.5% | −17,918−15.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 50,648 | $1,525 萬 | 0.5% | −108−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 128,213 | $1,490 萬 | 0.5% | +12,859+11.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19,962 | $1,462 萬 | 0.4% | −693−3.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 60,414 | $1,381 萬 | 0.4% | +833+1.4% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 181,058 | $1,376 萬 | 0.4% | +6,899+4.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 178,271 | $1,367 萬 | 0.4% | +752+0.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 542,944 | $1,342 萬 | 0.4% | +111,066+25.7% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 261,876 | $1,325 萬 | 0.4% | −7,544−2.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 142,901 | $1,321 萬 | 0.4% | −1,758−1.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 9,960 | $1,320 萬 | 0.4% | +60+0.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 359,086 | $1,312 萬 | 0.4% | −161,114−31.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 60,164 | $1,265 萬 | 0.4% | +1,831+3.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 156,399 | $1,261 萬 | 0.4% | −3,185−2.0% | 減碼 | – |
| AXPAmerican Express Co | Stock | 54,662 | $1,245 萬 | 0.4% | −2,285−4.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 78,689 | $1,241 萬 | 0.4% | +3,441+4.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 205,411 | $1,235 萬 | 0.4% | +188,836+1,139.3% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 127,991 | $1,212 萬 | 0.4% | +54,306+73.7% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 164,746 | $1,192 萬 | 0.4% | +3,757+2.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,364 | $1,139 萬 | 0.3% | −2,180−3.4% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 112,464 | $1,133 萬 | 0.3% | −8,166−6.8% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 139,231 | $1,112 萬 | 0.3% | +44,100+46.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 262,711 | $1,104 萬 | 0.3% | −9,786−3.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,386 | $1,080 萬 | 0.3% | +9,632+44.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 61,577 | $1,043 萬 | 0.3% | +1,060+1.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 141,769 | $1,030 萬 | 0.3% | −166,490−54.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 192,854 | $1,020 萬 | 0.3% | +183,254+1,908.9% | 加碼 | – |
| DISWalt Disney Co | Stock | 83,160 | $1,018 萬 | 0.3% | −9,711−10.5% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 196,202 | $1,012 萬 | 0.3% | −24,373−11.0% | 減碼 | – |
| BXBlackstone Inc. | COM | 76,992 | $1,011 萬 | 0.3% | −5,715−6.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 61,960 | $1,005 萬 | 0.3% | −4,475−6.7% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 53,159 | $993.1 萬 | 0.3% | +51,006+2,369.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 57,322 | $970.5 萬 | 0.3% | −2,369−4.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 43,204 | $930.1 萬 | 0.3% | −3,213−6.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 219,601 | $917.3 萬 | 0.3% | +10,321+4.9% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 78,507 | $909.2 萬 | 0.3% | +5,189+7.1% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 172,079 | $872.3 萬 | 0.3% | −108,630−38.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 23,779 | $871.3 萬 | 0.3% | +605+2.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 130,761 | $861.2 萬 | 0.3% | +126,710+3,127.9% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 192,371 | $854.1 萬 | 0.3% | +192,371 | 新進 | – |
| TRVTravelers Companies, Inc. | Stock | 36,969 | $850.8 萬 | 0.3% | −2,565−6.5% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 175,277 | $839.4 萬 | 0.3% | +12,805+7.9% | 加碼 | – |
| DEDeere & Co | Stock | 20,430 | $839.1 萬 | 0.3% | −3,787−15.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,027 | $831.0 萬 | 0.3% | +4,496+9.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 142,124 | $825.3 萬 | 0.3% | +16,717+13.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 165,347 | $825.2 萬 | 0.3% | +14,966+10.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 107,626 | $811.5 萬 | 0.2% | +3,041+2.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 148,811 | $809.5 萬 | 0.2% | −18,720−11.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 95,348 | $805.1 萬 | 0.2% | +63,070+195.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 45,538 | $797.0 萬 | 0.2% | +2,399+5.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 41,198 | $790.5 萬 | 0.2% | −437−1.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 77,405 | $786.2 萬 | 0.2% | +55,628+255.4% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 66,627 | $780.9 萬 | 0.2% | −3,836−5.4% | 減碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 8,080 | $777.7 萬 | 0.2% | +1,968+32.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 37,578 | $773.1 萬 | 0.2% | −6,157−14.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 77,732 | $758.1 萬 | 0.2% | −5,938−7.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 246,305 | $741.4 萬 | 0.2% | +238,991+3,267.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 29,450 | $735.8 萬 | 0.2% | +875+3.1% | 加碼 | – |
選擇權(2 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 |
|---|---|---|---|
| Alphabet Inc02079K905 | CALL | – | $23.0 萬 |
| UBS Group AGH42097907 | CALL | – | $11.9 萬 |
2023 年第 4 季之後清倉(87 檔)
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VVisa Inc. | Stock | 126,083 | $3,283 萬 | 1.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 193,463 | $952.2 萬 | 0.3% | 歷史 |
| VZVerizon Communications Inc | Stock | 176,684 | $666.1 萬 | 0.2% | 歷史 |
| WMTWalmart Inc. | Stock | 41,619 | $656.1 萬 | 0.2% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 11,627 | $562.8 萬 | 0.2% | – |
| ZTSZoetis Inc. | Stock | 23,581 | $465.4 萬 | 0.2% | 歷史 |
| WMWaste Management Inc | Stock | 21,610 | $387.0 萬 | 0.1% | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 39,783 | $253.6 萬 | 0.1% | – |
| ACLSAxcelis Technologies Inc | Stock | 18,358 | $238.1 萬 | 0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,510 | $163.2 萬 | 0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 16,202 | $137.8 萬 | <0.1% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 24,122 | $120.4 萬 | <0.1% | – |
| ZSZscaler, Inc. | Stock | 5,004 | $110.9 萬 | <0.1% | 歷史 |
| YUMYum Brands Inc | Stock | 8,003 | $104.6 萬 | <0.1% | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 18,680 | $103.3 萬 | <0.1% | – |
| Global X Uranium ETF37954Y871 | ETF | 33,767 | $93.5 萬 | <0.1% | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 14,835 | $89.6 萬 | <0.1% | – |
| iShares Inc464286764 | MSCI SPAIN ETF | 27,109 | $83.0 萬 | <0.1% | – |
| iShares Tr46435U374 | MSCI JP VALUE | 27,308 | $79.7 萬 | <0.1% | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 22,599 | $79.0 萬 | <0.1% | – |
| UDNInvesco DB US Dollar Index Bearish Fund | BEARISH FD | 42,532 | $78.4 萬 | <0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 1,863 | $65.6 萬 | <0.1% | 歷史 |
| WABCWestamerica Bancorporation | COM | 10,813 | $61.0 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,432 | $58.3 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 11,515 | $57.9 萬 | <0.1% | – |
| USCIUnited States Commodity Index Funds Trust | COMM IDX FND | 10,000 | $56.3 萬 | <0.1% | 歷史 |
| EQTEQT Corp | Stock | 14,471 | $55.9 萬 | <0.1% | 歷史 |
| LPGDorian LPG Ltd. | SHS USD | 12,095 | $53.1 萬 | <0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 8,078 | $52.4 萬 | <0.1% | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 12,622 | $51.6 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,846 | $51.5 萬 | <0.1% | – |
| WDAYWorkday, Inc. | CL A | 1,803 | $49.8 萬 | <0.1% | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 6,081 | $48.2 萬 | <0.1% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 19,989 | $47.7 萬 | <0.1% | – |
| Advisors Inner Circle FD III00774Q197 | RAYLIANT QUANTAM | 35,610 | $45.6 萬 | <0.1% | – |
| DTDynatrace, Inc. | Stock | 8,298 | $45.4 萬 | <0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 12,443 | $43.3 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 37,872 | $43.1 萬 | <0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,232 | $43.0 萬 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 2,758 | $42.0 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 8,000 | $40.6 萬 | <0.1% | – |
| VRTVertiv Holdings Co | COM CL A | 8,303 | $39.9 萬 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 8,965 | $39.0 萬 | <0.1% | 歷史 |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 16,822 | $38.4 萬 | <0.1% | – |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 10,478 | $36.7 萬 | <0.1% | – |
| ZMZoom Communications, Inc. | Stock | 4,579 | $32.9 萬 | <0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 7,659 | $32.5 萬 | <0.1% | 歷史 |
| AVTAvnet Inc | COM | 6,329 | $31.9 萬 | <0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 35,441 | $30.8 萬 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 11,680 | $30.5 萬 | <0.1% | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 5,954 | $27.5 萬 | <0.1% | – |
| VRSNVerisign Inc | COM | 1,250 | $25.7 萬 | <0.1% | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 5,172 | $25.5 萬 | <0.1% | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,762 | $25.0 萬 | <0.1% | – |
| BGBunge Global SA | COM SHS | 2,465 | $24.9 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 14,553 | $24.6 萬 | <0.1% | – |
| NYTNew York Times Co | CL A | 5,006 | $24.5 萬 | <0.1% | 歷史 |
| LTHMLivent Corp. | COM | 13,209 | $23.7 萬 | <0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 2,563 | $23.4 萬 | <0.1% | 歷史 |
| QDELQuidelOrtho Corp | COM | 3,149 | $23.2 萬 | <0.1% | 歷史 |
| XYLXylem Inc. | COM | 2,012 | $23.0 萬 | <0.1% | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 10,423 | $23.0 萬 | <0.1% | 歷史 |
| ZUOZuora Inc | COM CL A | 23,991 | $22.6 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 5,650 | $22.2 萬 | <0.1% | – |
| LNGCheniere Energy, Inc. | COM NEW | 1,278 | $21.8 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 966 | $21.7 萬 | <0.1% | – |
| TEAMAtlassian Corp | CL A | 901 | $21.4 萬 | <0.1% | 歷史 |
| WBSWebster Financial Corp | COM | 4,194 | $21.3 萬 | <0.1% | 歷史 |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 4,250 | $21.2 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 3,950 | $21.1 萬 | <0.1% | – |
| FASTFastenal Co | Stock | 3,248 | $21.0 萬 | <0.1% | 歷史 |
| CALBCalifornia BanCorp | COM | 8,484 | $21.0 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 5,485 | $20.8 萬 | <0.1% | – |
| XELXcel Energy Inc | Stock | 3,346 | $20.7 萬 | <0.1% | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,995 | $20.6 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 4,265 | $20.4 萬 | <0.1% | – |
| WECWec Energy Group, Inc. | Stock | 2,390 | $20.1 萬 | <0.1% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 775 | $20.1 萬 | <0.1% | – |
| VTRSViatris Inc | Stock | 15,440 | $16.7 萬 | <0.1% | 歷史 |
| QUREuniQure N.V. | SHS | 20,792 | $14.1 萬 | <0.1% | 歷史 |
| KROKronos Worldwide Inc | COM | 11,000 | $10.9 萬 | <0.1% | 歷史 |
| TSEOQTrinseo PLC | COM | 10,999 | $9.21 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 26,353 | $8.51 萬 | <0.1% | – |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 11,730 | $6.12 萬 | <0.1% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 11,986 | $4.70 萬 | <0.1% | 歷史 |
| ICUSeaStar Medical Holding Corp | COMMON STOCK | 34,350 | $1.52 萬 | <0.1% | 歷史 |
| Markforged Holding Corporati57064N110 | *W EXP 07/14/202 | 60,846 | $3,586 | <0.1% | – |