Dynamic Advisor Solutions LLC
- SEC CIK
- 0001599747
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/7。SEC
- 持股檔數
- 1,030
- 較 2026 年第 1 季 +70
- 總值
- $35.13 億
- 較 2026 年第 1 季 +$3.41 億 (+10.7%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 390,317 | $1.13 億 | 3.21% | +526+0.1% | 加碼 | 查看 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 854,513 | $7,509.46 萬 | 2.14% | +2,041+0.2% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 306,725 | $6,137.27 萬 | 1.75% | −11,959−3.8% | 減碼 | 查看 |
| GOLDMAN SACHS ETF TR381430503 | ACTIVEBETA US LG | 359,896 | $5,106.57 萬 | 1.45% | +35,110+10.8% | 加碼 | – |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 1,095,153 | $4,981.85 萬 | 1.42% | +126,484+13.1% | 加碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 124,487 | $4,643.61 萬 | 1.32% | −6,871−5.2% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 566,467 | $4,641.63 萬 | 1.32% | −8,736−1.5% | 減碼 | – |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 1,198,872 | $4,420.24 萬 | 1.26% | +59,632+5.2% | 加碼 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 59,533 | $4,383.98 萬 | 1.25% | −2,173−3.5% | 減碼 | – |
| AMZNAMAZON COM INC COM | Stock | 169,533 | $4,040.65 萬 | 1.15% | −8,510−4.8% | 減碼 | 查看 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755 | ETF | 759,479 | $4,007.01 萬 | 1.14% | +34,356+4.7% | 加碼 | – |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 1,354,713 | $3,986.92 萬 | 1.13% | +72,934+5.7% | 加碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 57,555 | $3,952.95 萬 | 1.13% | +5,429+10.4% | 加碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 110,095 | $3,934.47 萬 | 1.12% | −9,246−7.7% | 減碼 | 查看 |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 386,991 | $3,737.56 萬 | 1.06% | +31,291+8.8% | 加碼 | – |
| AVGOBROADCOM INC COM | Stock | 90,164 | $3,405.96 萬 | 0.97% | −3,739−4.0% | 減碼 | 查看 |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 654,851 | $3,311.58 萬 | 0.94% | +51,708+8.6% | 加碼 | – |
| INVESCO ACTIVELY MANAGED EXC46090A804 | TOTAL RETURN | 700,663 | $3,284.01 萬 | 0.93% | +84,148+13.6% | 加碼 | – |
| TSLATESLA INC COM | Stock | 77,875 | $3,275.43 萬 | 0.93% | −7,602−8.9% | 減碼 | 查看 |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 899,273 | $3,249.07 萬 | 0.92% | +21,722+2.5% | 加碼 | – |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 728,217 | $3,230.37 萬 | 0.92% | −20,957−2.8% | 減碼 | – |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375 | ETF | 937,504 | $3,136.89 萬 | 0.89% | +73,506+8.5% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 735,680 | $3,105.3 萬 | 0.88% | −3,274−0.4% | 減碼 | – |
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 419,060 | $3,076.32 萬 | 0.88% | +1,635+0.4% | 加碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 81,651 | $2,672.68 萬 | 0.76% | +620+0.8% | 加碼 | 查看 |
| FIDELITY COVINGTON TRUST316092782 | VLU FACTOR ETF | 331,727 | $2,585.29 萬 | 0.74% | +36,428+12.3% | 加碼 | – |
| JOHN HANCOCK EXCHANGE TRADED47804J206 | MULTIFACTOR MI | 344,277 | $2,580.7 萬 | 0.73% | +25,288+7.9% | 加碼 | – |
| CATCATERPILLAR INC COM | Stock | 24,049 | $2,560.94 萬 | 0.73% | +440+1.9% | 加碼 | 查看 |
| ISHARES INC46434G889 | EMNG MKTS EQT | 344,188 | $2,521.52 萬 | 0.72% | +22,004+6.8% | 加碼 | – |
| J P MORGAN EXCHANGE TRADED F46641Q761 | US QUALTY FCTR | 348,347 | $2,517.85 萬 | 0.72% | +24,381+7.5% | 加碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 67,475 | $2,384.11 萬 | 0.68% | +4,466+7.1% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 41,064 | $2,313.11 萬 | 0.66% | +235+0.6% | 加碼 | 查看 |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 261,185 | $2,144.59 萬 | 0.61% | +17,032+7.0% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 513,424 | $2,117.87 萬 | 0.60% | +1690.0% | 加碼 | – |
| INVESCO EXCH TRADED FD TR II46138E339 | S&P 500 MOMNTM | 128,073 | $2,068.9 萬 | 0.59% | +13,908+12.2% | 加碼 | – |
| FIRST TR EXCHNG TRADED FD VI33740F888 | SMIT UNCO BD ETF | 816,396 | $2,031.19 萬 | 0.58% | +45,984+6.0% | 加碼 | – |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 248,420 | $1,963.26 萬 | 0.56% | +21,976+9.7% | 加碼 | – |
| GLDSPDR GOLD SHARES | ETF | 52,636 | $1,939 萬 | 0.55% | +218+0.4% | 加碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 25,530 | $1,906.52 萬 | 0.54% | −662−2.5% | 減碼 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 264,808 | $1,886.76 萬 | 0.54% | −688−0.3% | 減碼 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 20,108 | $1,881.09 萬 | 0.54% | +385+2.0% | 加碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 35,077 | $1,755.23 萬 | 0.50% | −1,913−5.2% | 減碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 102,887 | $1,705.46 萬 | 0.49% | −400−0.4% | 減碼 | 查看 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 419,441 | $1,686.57 萬 | 0.48% | −13,549−3.1% | 減碼 | – |
| ISHARES CORE DIVIDEND GROWTH ETF46434V621 | ETF | 220,075 | $1,667.95 萬 | 0.47% | +6,831+3.2% | 加碼 | – |
| FRANKLIN TEMPLETON ETF TR35473P629 | HIGH YIELD CORP | 681,278 | $1,654.82 萬 | 0.47% | +53,557+8.5% | 加碼 | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 200,647 | $1,652.13 萬 | 0.47% | −5,052−2.5% | 減碼 | – |
| HDHOME DEPOT INC COM | Stock | 46,678 | $1,646.25 萬 | 0.47% | +1,119+2.5% | 加碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 286,985 | $1,578.7 萬 | 0.45% | −5,676−1.9% | 減碼 | – |
| WMTWALMART INC COM | Stock | 139,195 | $1,576.53 萬 | 0.45% | −344−0.2% | 減碼 | 查看 |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 261,973 | $1,563.72 萬 | 0.45% | +8,434+3.3% | 加碼 | – |
| LLYELI LILLY & CO COM | Stock | 12,708 | $1,524.21 萬 | 0.43% | +165+1.3% | 加碼 | 查看 |
| ASTSAST SPACEMOBILE INC | COM CL A | 170,975 | $1,519.28 萬 | 0.43% | +19,138+12.6% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 58,816 | $1,480.05 萬 | 0.42% | −1,390−2.3% | 減碼 | 查看 |
| JANUS DETROIT STR TR47103U886 | HENDRSN SHRT ETF | 295,642 | $1,444.66 萬 | 0.41% | +16,041+5.7% | 加碼 | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 168,907 | $1,443.99 萬 | 0.41% | +10,682+6.8% | 加碼 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 187,027 | $1,442.17 萬 | 0.41% | −643−0.3% | 減碼 | – |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 46,539 | $1,398.26 萬 | 0.40% | −1,558−3.2% | 減碼 | – |
| ISHARES SEMICONDUCTOR ETF464287523 | ETF | 21,586 | $1,383.13 萬 | 0.39% | −381−1.7% | 減碼 | – |
| SPDR INDEX SHS FDS78463X434 | ST STR MSCI EAFE | 143,056 | $1,373.55 萬 | 0.39% | +14,601+11.4% | 加碼 | – |
| WISDOMTREE TR97717X594 | ITL HDG QTLY DIV | 259,307 | $1,358.25 萬 | 0.39% | +19,339+8.1% | 加碼 | – |
| SHWSHERWIN WILLIAMS CO | COM | 37,316 | $1,284.87 萬 | 0.37% | −42−0.1% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 33,970 | $1,257.04 萬 | 0.36% | −23,973−41.4% | 減碼 | – |
| XOMEXXON MOBIL CORP | COM | 91,158 | $1,246.31 萬 | 0.35% | −3,484−3.7% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 34,476 | $1,182.83 萬 | 0.34% | +920+2.7% | 加碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q332 | EQUITY PREMIUM | 208,492 | $1,177.56 萬 | 0.34% | −25,469−10.9% | 減碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 15,560 | $1,165.27 萬 | 0.33% | −34,010−68.6% | 減碼 | – |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 417,415 | $1,156.24 萬 | 0.33% | +8,130+2.0% | 加碼 | – |
| ISHARES CORE S&P US VALUE ETF464287663 | ETF | 101,192 | $1,114.63 萬 | 0.32% | +3,491+3.6% | 加碼 | – |
| FLEXSHARES TR33939L787 | GLB QLT R/E IDX | 169,600 | $1,085.43 萬 | 0.31% | +12,383+7.9% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V583 | GLOB CO PLUS ETF | 197,120 | $1,073.51 萬 | 0.31% | −2,429−1.2% | 減碼 | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 54,649 | $1,041.16 萬 | 0.30% | +4,733+9.5% | 加碼 | – |
| EMREMERSON ELEC CO COM | Stock | 72,039 | $1,031.24 萬 | 0.29% | −14,604−16.9% | 減碼 | 查看 |
| ISHARES TR464287721 | U.S. TECH ETF | 39,953 | $1,007.73 萬 | 0.29% | −3,515−8.1% | 減碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 39,490 | $1,002.93 萬 | 0.29% | +43+0.1% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 17,114 | $994.16 萬 | 0.28% | −5,500−24.3% | 減碼 | 查看 |
| ISHARES INC464286525 | MSCI GBL MIN VOL | 82,172 | $987.95 萬 | 0.28% | +1,236+1.5% | 加碼 | – |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833 | ETF | 97,890 | $986.83 萬 | 0.28% | +7,591+8.4% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V831 | US HIGH PROF ETF | 235,557 | $982.98 萬 | 0.28% | −6,248−2.6% | 減碼 | – |
| GEVGE VERNOVA INC COM | Stock | 8,366 | $982.87 萬 | 0.28% | −117−1.4% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 31,446 | $953.18 萬 | 0.27% | −357−1.1% | 減碼 | – |
| CSCOCISCO SYS INC COM | Stock | 80,402 | $944.4 萬 | 0.27% | −17,561−17.9% | 減碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 19,672 | $939.49 萬 | 0.27% | −416−2.1% | 減碼 | 查看 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 111,112 | $918.34 萬 | 0.26% | +4,888+4.6% | 加碼 | – |
| FIRST TR EXCHANGE-TRADED FD33738D788 | CORE INVESTMENT | 436,038 | $909.36 萬 | 0.26% | −77,694−15.1% | 減碼 | – |
| INVESCO EXCHANGE TRADED FD T46137V597 | RAFI US 1500 | 161,405 | $900.16 萬 | 0.26% | +13,861+9.4% | 加碼 | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 283,307 | $898.37 萬 | 0.26% | +12,311+4.5% | 加碼 | – |
| SOSOUTHERN CO COM | Stock | 89,321 | $854.89 萬 | 0.24% | −6,567−6.8% | 減碼 | 查看 |
| WISDOMTREE TR97717W505 | US MIDCAP DIVID | 150,378 | $849.93 萬 | 0.24% | −10,635−6.6% | 減碼 | – |
| NEW YORK LIFE INVTS ACTIVE E45409F827 | MACKAY MUN INTER | 345,958 | $842.41 萬 | 0.24% | −7,417−2.1% | 減碼 | – |
| GEGE AEROSPACE COM NEW | Stock | 22,520 | $841.64 萬 | 0.24% | +572+2.6% | 加碼 | 查看 |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 16,441 | $837.36 萬 | 0.24% | +4,913+42.6% | 加碼 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 39,848 | $832.99 萬 | 0.24% | +3,416+9.4% | 加碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 174,168 | $831.65 萬 | 0.24% | +726+0.4% | 加碼 | – |
| MRKMERCK & CO INC COM | Stock | 64,313 | $826.42 萬 | 0.24% | +23,285+56.8% | 加碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 60,561 | $819.99 萬 | 0.23% | +877+1.5% | 加碼 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 69,935 | $815.93 萬 | 0.23% | −18,708−21.1% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V823 | US REAL ESTA ETF | 308,340 | $806.62 萬 | 0.23% | −6,250−2.0% | 減碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 28,457 | $800.23 萬 | 0.23% | +1,209+4.4% | 加碼 | 查看 |
| ISHARES TR464288646 | ISHS 1-5YR INVS | 152,140 | $797.37 萬 | 0.23% | −933−0.6% | 減碼 | – |
選擇權（14 檔）
同一份申報裡的賣權（put）與買權（call）部位。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 |
|---|---|---|---|
| LLYELI LILLY & CO COM | Stock | $695.67 萬 | – |
| AAPLAPPLE INC COM | Stock | $332.76 萬 | – |
| TXNTEXAS INSTRS INC COM | Stock | $184.8 萬 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | $149.35 萬 | – |
| ASTSAST SPACEMOBILE INC | COM CL A | – | $57.76 萬 |
| DIASTATE STR SPDR DOW JONES IND | UT SER 1 | $52.24 萬 | – |
| VANECK SEMICONDUCTOR ETF92189F676 | ETF | $32.79 萬 | – |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | $24.04 萬 | – |
| NVDANVIDIA CORPORATION COM | Stock | $10 萬 | $10 萬 |
| STZCONSTELLATION BRANDS INC CL A | Stock | $16.69 萬 | – |
| NOWSERVICENOW INC COM | Stock | – | $9.93 萬 |
| CVXCHEVRON CORPORATION COM | Stock | – | $8.29 萬 |
| METAMETA PLATFORMS INC CL A | Stock | – | $5.63 萬 |
| INBXINHIBRX BIOSCIENCES INC | COM | – | $2.84 萬 |
2026 年第 1 季 之後清倉（52 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 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 % |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 25,355 | $573.11 萬 | 0.18% |
| EQHEQUITABLE HLDGS INC | COM | 74,486 | $276.42 萬 | 0.09% |
| COTERRA ENERGY INC COM127097103 | Stock | 67,320 | $236.56 萬 | 0.07% |
| PROSHARES TR74349Y753 | SHOR S&P 500 NEW | 19,187 | $72.78 萬 | 0.02% |
| KENNEDY-WILSON HOLDINGS INC489398107 | COM | 58,488 | $63.28 萬 | 0.02% |
| GLOBAL X FDS37954Y715 | RBTCS ARTFL INTE | 18,680 | $62.05 萬 | 0.02% |
| VANGUARD BD INDEX FDS921937793 | LONG TERM BOND | 8,659 | $59.55 萬 | 0.02% |
| TRITHOMSON REUTERS CORPORATION | COM NO PAR | 6,553 | $58.96 萬 | 0.02% |
| VANECK VECTORS ETF TR92189H821 | DIGI TRANS ETF | 38,279 | $57.11 萬 | 0.02% |
| UNIFIED SER TR90470L527 | ONEASCENT LARGE | 15,889 | $54.45 萬 | 0.02% |
| PUTNAM ETF TRUST746729888 | ESG HIGH YIELD | 10,478 | $52.43 萬 | 0.02% |
| LISTED FD TR53656F417 | ROUNDHILL BALL | 25,501 | $40.62 萬 | 0.01% |
| Griffin Cap Essntl Ast Reit II Com Cl E39818P799 | Common Stock | 18,109 | $37.83 萬 | 0.01% |
| UNIFIED SER TR90470L444 | ONEASCENT INTL | 8,436 | $36.32 萬 | 0.01% |
| LDOSLEIDOS HOLDINGS INC | COM | 2,256 | $35.09 萬 | 0.01% |
| DVADAVITA INC | COM | 2,229 | $34.26 萬 | 0.01% |
| SOFISOFI TECHNOLOGIES INC COM | Stock | 21,491 | $34.13 萬 | 0.01% |
| ISHARES TR464289883 | CORE 30 70 ETF | 8,541 | $34.07 萬 | 0.01% |
| RIVNRIVIAN AUTOMOTIVE INC COM CL A | Stock | 21,084 | $31.73 萬 | 0.01% |
| VANGUARD WORLD FD921910709 | EXTENDED DUR | 4,573 | $29.7 萬 | 0.01% |
| FIDELITY HIGH DIVIDEND ETF316092840 | ETF | 5,324 | $29.41 萬 | 0.01% |
| AIGAMERICAN INTL GROUP INC COM NEW | Stock | 3,895 | $29.31 萬 | 0.01% |
| IRENIREN LIMITED | ORDINARY SHARES | 8,310 | $28.49 萬 | 0.01% |
| RCATRED CAT HLDGS INC COM | Stock | 20,813 | $27.24 萬 | 0.01% |
| DIREXION SHS ETF TR25459W862 | DRX S&P500BULL | 1,450 | $26.81 萬 | 0.01% |
| FIXCOMFORT SYS USA INC | COM | 191 | $26.34 萬 | 0.01% |
| SCHWAB US AGGREGATE BOND ETF808524839 | ETF | 11,174 | $25.95 萬 | 0.01% |
| MLMMARTIN MARIETTA MATLS INC | COM | 439 | $25.84 萬 | 0.01% |
| ORIOLD REP INTL CORP | COM | 6,242 | $24.9 萬 | 0.01% |
| LITELUMENTUM HLDGS INC | COM | 349 | $24.53 萬 | 0.01% |
| BRBROADRIDGE FINL SOLUTIONS INC COM | Stock | 1,508 | $24.5 萬 | 0.01% |
| VANECK ETF TRUST92189H409 | HIGH YLD MUNIETF | 4,541 | $22.77 萬 | 0.01% |
| PPLPPL CORP | COM | 5,955 | $22.75 萬 | 0.01% |
| CGCARLYLE GROUP INC | COM | 4,681 | $22.65 萬 | 0.01% |
| NOGNORTHERN OIL & GAS INC | COM | 7,510 | $21.95 萬 | 0.01% |
| LYBLYONDELLBASELL INDUSTRIES NV | SHS - A - | 2,662 | $21.45 萬 | 0.01% |
| ULTAULTA BEAUTY INC COM | Stock | 404 | $21.12 萬 | 0.01% |
| VANGUARD SCOTTSDALE FDS92206C680 | VNG RUS1000GRW | 1,871 | $20.53 萬 | 0.01% |
| NUSHARES ETF TR67092P409 | NUVEEN ESG MIDCP | 4,977 | $20.45 萬 | 0.01% |
| TSCOTRACTOR SUPPLY CO | COM | 4,500 | $20.39 萬 | 0.01% |
| ISHARES INC46434G855 | MSCI GBL GOLD MN | 2,580 | $20.38 萬 | 0.01% |
| ISHARES CORE S&P U.S. GROWTH ETF464287671 | ETF | 1,306 | $20.26 萬 | 0.01% |
| NLYANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 9,489 | $20.07 萬 | 0.01% |
| JKHYHENRY JACK & ASSOC INC COM | Stock | 1,267 | $20.02 萬 | 0.01% |
| CIFRCIPHER DIGITAL INC | COM | 12,364 | $15.91 萬 | 0.01% |
| GBABGUGGENHEIM TAXABLE MUNICP BO | COM | 10,486 | $15.2 萬 | 0.00% |
| FSKFS KKR CAP CORP | COM | 12,774 | $13 萬 | 0.00% |
| DNPDNP SELECT INCOME FD INC | COM | 10,856 | $11.18 萬 | 0.00% |
| EVHEVOLENT HEALTH INC | CL A | 12,037 | $2.74 萬 | 0.00% |
| IMUXIMMUNIC INC | COM | 10,000 | $1.11 萬 | 0.00% |
| PRTSCARPARTS COM INC | COM | 10,488 | $8,241 | 0.00% |
| GABELLI EQUITY TR INC362397226 | RIGHT 04/14/2026 | 121,630 | $851 | 0.00% |