Dynamic Advisor Solutions LLC
- SEC CIK
- 0001599747
2025 年第 4 季 持倉
持倉截至 2025/12/31,申報日 2026/1/9。SEC
- 持股檔數
- 932
- 較 2025 年第 3 季 0
- 總值
- $31.16 億
- 較 2025 年第 3 季 −$3.29 億 (−9.6%)
持股
只含多頭部位。變化是跟 2025 年第 3 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 | 384,747 | $1.02 億 | 3.26% | −68,473−15.1% | 減碼 | 查看 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 831,519 | $6,670.44 萬 | 2.14% | +42,671+5.4% | 加碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 135,706 | $6,562.99 萬 | 2.11% | −15,141−10.0% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 306,212 | $5,710.85 萬 | 1.83% | −57,722−15.9% | 減碼 | 查看 |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 932,065 | $4,291.23 萬 | 1.38% | −56,378−5.7% | 減碼 | – |
| GOLDMAN SACHS ETF TR381430503 | ACTIVEBETA US LG | 322,642 | $4,270.82 萬 | 1.37% | −2,605−0.8% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 555,358 | $4,119.09 萬 | 1.32% | −79,829−12.6% | 減碼 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 66,491 | $4,084.6 萬 | 1.31% | −4,952−6.9% | 減碼 | – |
| AMZNAMAZON COM INC COM | Stock | 173,677 | $4,008.82 萬 | 1.29% | −23,026−11.7% | 減碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 61,428 | $3,852.32 萬 | 1.24% | +32,826+114.8% | 加碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 121,203 | $3,793.64 萬 | 1.22% | −18,205−13.1% | 減碼 | 查看 |
| TSLATESLA INC COM | Stock | 83,113 | $3,737.77 萬 | 1.20% | −7,134−7.9% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 96,972 | $3,356.19 萬 | 1.08% | −4,269−4.2% | 減碼 | 查看 |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 1,246,944 | $3,355.53 萬 | 1.08% | −9,630−0.8% | 減碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 47,741 | $3,269.99 萬 | 1.05% | −11,530−19.5% | 減碼 | – |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755 | ETF | 713,497 | $3,225.72 萬 | 1.04% | +26,369+3.8% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 735,907 | $3,132.02 萬 | 1.01% | −796,554−52.0% | 減碼 | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 344,554 | $3,082.38 萬 | 0.99% | −8,446−2.4% | 減碼 | – |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 598,814 | $3,029.4 萬 | 0.97% | +27,997+4.9% | 加碼 | – |
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 399,666 | $2,960.32 萬 | 0.95% | −102,047−20.3% | 減碼 | – |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 734,073 | $2,906.19 萬 | 0.93% | −434,931−37.2% | 減碼 | – |
| INVESCO ACTIVELY MANAGED EXC46090A804 | TOTAL RETURN | 592,704 | $2,810.6 萬 | 0.90% | −28,888−4.6% | 減碼 | – |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375 | ETF | 813,747 | $2,751.28 萬 | 0.88% | +24,023+3.0% | 加碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 40,186 | $2,652.62 萬 | 0.85% | +1,195+3.1% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 79,330 | $2,556.18 萬 | 0.82% | −2,422−3.0% | 減碼 | 查看 |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 865,516 | $2,464.99 萬 | 0.79% | −96,626−10.0% | 減碼 | – |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 262,259 | $2,172.03 萬 | 0.70% | +5,507+2.1% | 加碼 | – |
| FIDELITY COVINGTON TRUST316092782 | VLU FACTOR ETF | 290,237 | $2,097.55 萬 | 0.67% | +110,322+61.3% | 加碼 | – |
| JOHN HANCOCK EXCHANGE TRADED47804J206 | MULTIFACTOR MI | 319,390 | $2,091.37 萬 | 0.67% | −108,149−25.3% | 減碼 | – |
| GLDSPDR GOLD SHARES | ETF | 51,654 | $2,047.11 萬 | 0.66% | −25,626−33.2% | 減碼 | 查看 |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 666,013 | $2,002.7 萬 | 0.64% | −266,516−28.6% | 減碼 | – |
| J P MORGAN EXCHANGE TRADED F46641Q761 | US QUALTY FCTR | 313,401 | $1,980.07 萬 | 0.64% | +131,103+71.9% | 加碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 61,619 | $1,933.62 萬 | 0.62% | −9,023−12.8% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 503,402 | $1,918.46 萬 | 0.62% | −134,671−21.1% | 減碼 | – |
| FIRST TR EXCHNG TRADED FD VI33740F888 | SMIT UNCO BD ETF | 758,653 | $1,909.53 萬 | 0.61% | −203,596−21.2% | 減碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 56,106 | $1,881.05 萬 | 0.60% | −3,045−5.1% | 減碼 | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 36,151 | $1,817.11 萬 | 0.58% | −2,524−6.5% | 減碼 | 查看 |
| ISHARES INC46434G889 | EMNG MKTS EQT | 311,846 | $1,804.03 萬 | 0.58% | −15,868−4.8% | 減碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 26,115 | $1,780.81 萬 | 0.57% | −1,416−5.1% | 減碼 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 221,157 | $1,763.28 萬 | 0.57% | +4,451+2.1% | 加碼 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 19,859 | $1,712.51 萬 | 0.55% | −4,130−17.2% | 減碼 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 272,209 | $1,700.49 萬 | 0.55% | −3,766−1.4% | 減碼 | – |
| J P MORGAN EXCHANGE TRADED F46641Q886 | DIVERSFED RTRN | 153,652 | $1,669.58 萬 | 0.54% | −1,956−1.3% | 減碼 | – |
| CVXCHEVRON CORPORATION COM | Stock | 106,075 | $1,616.69 萬 | 0.52% | −10,938−9.3% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 138,942 | $1,547.95 萬 | 0.50% | −6,121−4.2% | 減碼 | 查看 |
| FRANKLIN TEMPLETON ETF TR35473P629 | HIGH YIELD CORP | 608,651 | $1,486.02 萬 | 0.48% | −92,373−13.2% | 減碼 | – |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 82,849 | $1,472.64 萬 | 0.47% | −1,955−2.3% | 減碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 42,458 | $1,460.98 萬 | 0.47% | −3,458−7.5% | 減碼 | 查看 |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 203,109 | $1,415.06 萬 | 0.45% | −56,090−21.6% | 減碼 | – |
| ISHARES CORE DIVIDEND GROWTH ETF46434V621 | ETF | 203,514 | $1,412.8 萬 | 0.45% | +3,549+1.8% | 加碼 | – |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 423,250 | $1,378.53 萬 | 0.44% | −112,991−21.1% | 減碼 | – |
| JANUS DETROIT STR TR47103U886 | HENDRSN SHRT ETF | 278,899 | $1,370.51 萬 | 0.44% | −129,975−31.8% | 減碼 | – |
| ABBVABBVIE INC COM | Stock | 59,019 | $1,348.51 萬 | 0.43% | −962−1.6% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 285,487 | $1,330.08 萬 | 0.43% | −93,578−24.7% | 減碼 | – |
| LLYELI LILLY & CO COM | Stock | 17,764 | $1,328.51 萬 | 0.43% | +4,503+34.0% | 加碼 | 查看 |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 244,243 | $1,313.05 萬 | 0.42% | −41,949−14.7% | 減碼 | – |
| INVESCO EXCH TRADED FD TR II46138E339 | S&P 500 MOMNTM | 106,101 | $1,266 萬 | 0.41% | +57,149+116.7% | 加碼 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 184,927 | $1,220.52 萬 | 0.39% | −9,075−4.7% | 減碼 | – |
| CATCATERPILLAR INC COM | Stock | 21,244 | $1,217.03 萬 | 0.39% | −2,579−10.8% | 減碼 | 查看 |
| SHWSHERWIN WILLIAMS CO | COM | 37,427 | $1,212.74 萬 | 0.39% | −1,877−4.8% | 減碼 | 查看 |
| WISDOMTREE TR97717X594 | ITL HDG QTLY DIV | 239,010 | $1,163.02 萬 | 0.37% | −6,521−2.7% | 減碼 | – |
| XOMEXXON MOBIL CORP | COM | 95,653 | $1,151.09 萬 | 0.37% | −12,955−11.9% | 減碼 | 查看 |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 46,281 | $1,139.26 萬 | 0.37% | −31,247−40.3% | 減碼 | – |
| SPDR INDEX SHS FDS78463X434 | ST STR MSCI EAFE | 122,198 | $1,107.97 萬 | 0.36% | −5,568−4.4% | 減碼 | – |
| ASTSAST SPACEMOBILE INC | COM CL A | 149,909 | $1,088.79 萬 | 0.35% | +6,947+4.9% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 30,833 | $1,081.35 萬 | 0.35% | −4,615−13.0% | 減碼 | 查看 |
| ISHARES CORE S&P US VALUE ETF464287663 | ETF | 95,917 | $983.54 萬 | 0.32% | −13,179−12.1% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V583 | GLOB CO PLUS ETF | 181,697 | $982.43 萬 | 0.32% | +174,338+2,369.0% | 加碼 | – |
| MAMASTERCARD INCORPORATED CL A | Stock | 16,776 | $957.71 萬 | 0.31% | −1,204−6.7% | 減碼 | 查看 |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 346,845 | $951.4 萬 | 0.31% | +3,728+1.1% | 加碼 | – |
| FLEXSHARES TR33939L787 | GLB QLT R/E IDX | 160,063 | $942.13 萬 | 0.30% | −46,893−22.7% | 減碼 | – |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833 | ETF | 90,255 | $905.61 萬 | 0.29% | +308+0.3% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V831 | US HIGH PROF ETF | 236,165 | $898.14 萬 | 0.29% | −146,389−38.3% | 減碼 | – |
| EMREMERSON ELEC CO COM | Stock | 67,267 | $892.77 萬 | 0.29% | −1,041−1.5% | 減碼 | 查看 |
| ISHARES INC464286525 | MSCI GBL MIN VOL | 75,171 | $892.65 萬 | 0.29% | −8,607−10.3% | 減碼 | – |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 370,829 | $891.47 萬 | 0.29% | −1,725−0.5% | 減碼 | – |
| J P MORGAN EXCHANGE TRADED F46641Q332 | EQUITY PREMIUM | 151,892 | $869.43 萬 | 0.28% | −81,644−35.0% | 減碼 | – |
| ISHARES TR464287721 | U.S. TECH ETF | 42,903 | $856.68 萬 | 0.27% | −12,102−22.0% | 減碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 41,171 | $852.03 萬 | 0.27% | −10,238−19.9% | 減碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 58,961 | $846.2 萬 | 0.27% | −69−0.1% | 減碼 | 查看 |
| NEW YORK LIFE INVTS ACTIVE E45409F827 | MACKAY MUN INTER | 346,073 | $841.99 萬 | 0.27% | −9,686−2.7% | 減碼 | – |
| SPGIS&P GLOBAL INC COM | Stock | 16,030 | $837.73 萬 | 0.27% | +3,270+25.6% | 加碼 | 查看 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 98,933 | $828.57 萬 | 0.27% | +2,897+3.0% | 加碼 | – |
| WISDOMTREE TR97717W505 | US MIDCAP DIVID | 159,280 | $821.88 萬 | 0.26% | +4,239+2.7% | 加碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 31,737 | $818.66 萬 | 0.26% | −1,586−4.8% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 169,669 | $813.57 萬 | 0.26% | −84,288−33.2% | 減碼 | – |
| ISHARES TR464288646 | ISHS 1-5YR INVS | 150,972 | $798.34 萬 | 0.26% | +178+0.1% | 加碼 | – |
| SOSOUTHERN CO COM | Stock | 90,944 | $793.03 萬 | 0.25% | −3,601−3.8% | 減碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 26,503 | $785.03 萬 | 0.25% | −4,359−14.1% | 減碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 100,778 | $776.29 萬 | 0.25% | −9,359−8.5% | 減碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 39,821 | $762.82 萬 | 0.24% | +119+0.3% | 加碼 | – |
| VANGUARD SHORT-TERM BOND ETF921937827 | ETF | 94,546 | $745.12 萬 | 0.24% | −4,497−4.5% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V765 | INTL HIGH PROFIT | 229,300 | $726.08 萬 | 0.23% | −48,366−17.4% | 減碼 | – |
| ARESARES MANAGEMENT CORPORATION | CL A COM STK | 44,496 | $719.2 萬 | 0.23% | −157−0.4% | 減碼 | 查看 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 49,888 | $718.23 萬 | 0.23% | −9,265−15.7% | 減碼 | – |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474 | ETF | 235,880 | $712.36 萬 | 0.23% | −243,319−50.8% | 減碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 14,450 | $704.95 萬 | 0.23% | −3,684−20.3% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V823 | US REAL ESTA ETF | 302,980 | $693.86 萬 | 0.22% | −110,320−26.7% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V567 | GLOBAL CR ETF | 126,889 | $688.22 萬 | 0.22% | +126,889 | 新進 | – |
| INVESCO EXCHANGE TRADED FD T46137V597 | RAFI US 1500 | 147,660 | $677.61 萬 | 0.22% | −71,666−32.7% | 減碼 | – |
2025 年第 3 季 之後清倉(79 檔)
2025 年第 3 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季 股數 | 2025 年第 3 季 市值 | 2025 年第 3 季 佔組合 % |
|---|---|---|---|---|
| GLOBAL X FDS37954Y293 | GLB X MLP ENRG I | 70,461 | $441.86 萬 | 0.13% |
| ULUNILEVER PLC | SPON ADR NEW | 65,784 | $389.97 萬 | 0.11% |
| OWLBLUE OWL CAPITAL INC | COM CL A | 229,425 | $388.42 萬 | 0.11% |
| DIMENSIONAL ETF TRUST25434V799 | INTL CORE EQUITY | 110,334 | $361.79 萬 | 0.10% |
| GLOBAL X FDS37954Y350 | X EMERGING MKT | 54,282 | $129.14 萬 | 0.04% |
| DIMENSIONAL ETF TRUST25434V815 | US SMALL CAP ETF | 29,482 | $93.87 萬 | 0.03% |
| DIMENSIONAL ETF TRUST25434V856 | INFLATION PROTE | 21,489 | $90.75 萬 | 0.03% |
| KVUEKENVUE INC COM | Stock | 54,843 | $89.01 萬 | 0.03% |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 19,126 | $87.52 萬 | 0.03% |
| KRANESHARES TRUST500767652 | MOUNT LUCAS ETF | 29,473 | $79.37 萬 | 0.02% |
| DGXQUEST DIAGNOSTICS INC | COM | 4,082 | $77.79 萬 | 0.02% |
| PCTPURECYCLE TECHNOLOGIES INC | COM | 80,735 | $74.41 萬 | 0.02% |
| FIDELITY MERRIMACK STR TR316188200 | LTD TRM BD ETF | 14,355 | $72.72 萬 | 0.02% |
| COINCOINBASE GLOBAL INC | COM CL A | 2,015 | $68 萬 | 0.02% |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 4,792 | $67.8 萬 | 0.02% |
| WINGWINGSTOP INC | COM | 2,507 | $63.1 萬 | 0.02% |
| TGBTASEKO MINES LTD | COM | 129,174 | $54.64 萬 | 0.02% |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF81369Y100 | ETF | 5,800 | $51.98 萬 | 0.02% |
| YUMYUM BRANDS INC COM | Stock | 3,376 | $51.31 萬 | 0.01% |
| YIELDMAX MSTR OPTION INCOME STRATEGY ETF88634T493 | ETF | 36,727 | $51.27 萬 | 0.01% |
| DIMENSIONAL ETF TRUST25434V625 | US COR EQU 1 ETF | 6,727 | $48.39 萬 | 0.01% |
| WDCWESTERN DIGITAL CORP | COM | 3,871 | $46.48 萬 | 0.01% |
| DUOLDUOLINGO INC | CL A COM | 1,433 | $46.12 萬 | 0.01% |
| DIMENSIONAL ETF TRUST25434V849 | NATL MUN BD ETF | 9,333 | $44.78 萬 | 0.01% |
| PROSHARES TR74347G242 | S&P 500 HIGH ETF | 9,849 | $44.43 萬 | 0.01% |
| FIRST TR EXCHNG TRADED FD VI33740U703 | FT VEST DEEP ETF | 14,856 | $41.06 萬 | 0.01% |
| VANGUARD INSTL INDEX FD922040845 | 0 3 MO TR BI ETF | 5,381 | $40.69 萬 | 0.01% |
| PGIM ETF TR69344A800 | TOTA RETU BD ETF | 9,528 | $40.21 萬 | 0.01% |
| ROKROCKWELL AUTOMATION INC COM | Stock | 1,015 | $35.49 萬 | 0.01% |
| ISHARES TR464288612 | INTRM GOV CR ETF | 3,120 | $33.52 萬 | 0.01% |
| CCICROWN CASTLE INC COM | REIT | 3,447 | $33.26 萬 | 0.01% |
| HIMSHIMS & HERS HEALTH INC COM CL A | Stock | 5,668 | $32.15 萬 | 0.01% |
| SWK HLDGS CORP78501P203 | COM NEW | 21,988 | $31.99 萬 | 0.01% |
| IRMIRON MTN INC DEL | COM | 3,101 | $31.61 萬 | 0.01% |
| GOLDMAN SACHS ETF TR38149W630 | NASDA 100 ETF | 5,967 | $31.3 萬 | 0.01% |
| HLHECLA MNG CO | COM | 24,970 | $30.21 萬 | 0.01% |
| IRINGERSOLL RAND INC | COM | 3,572 | $29.51 萬 | 0.01% |
| ALABASTERA LABS INC COM | Stock | 1,465 | $28.68 萬 | 0.01% |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663 | ETF | 3,095 | $28.4 萬 | 0.01% |
| SMCISUPER MICRO COMPUTER INC COM NEW | Stock | 5,687 | $27.26 萬 | 0.01% |
| GMO ETF TRUST90139K100 | US QUALITY ETF | 7,434 | $26.9 萬 | 0.01% |
| DOVDOVER CORP | COM | 1,603 | $26.74 萬 | 0.01% |
| XYZBLOCK INC | CL A | 3,695 | $26.7 萬 | 0.01% |
| AMRCAMERESCO INC | CL A | 7,881 | $26.46 萬 | 0.01% |
| KHCKRAFT HEINZ CO COM | Stock | 9,867 | $25.69 萬 | 0.01% |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 872 | $25.03 萬 | 0.01% |
| FBTCFIDELITY WISE ORIGIN BITCOIN | SHS | 2,505 | $25 萬 | 0.01% |
| ISHARES TR464288760 | US AER DEF ETF | 1,181 | $24.7 萬 | 0.01% |
| FRANKLIN TEMPLETON ETF TR35473P454 | MARTIN CURRIE | 17,138 | $24.59 萬 | 0.01% |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 7,536 | $24.17 萬 | 0.01% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 2,862 | $23.64 萬 | 0.01% |
| SFMSPROUTS FMRS MKT INC | COM | 2,111 | $22.97 萬 | 0.01% |
| CPAYCORPAY INC | COM SHS | 797 | $22.96 萬 | 0.01% |
| AFLAFLAC INC COM | Stock | 2,037 | $22.75 萬 | 0.01% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718 | ETF | 1,592 | $22.7 萬 | 0.01% |
| DIMENSIONAL ETF TRUST25434V781 | INTL SMALL CAP V | 6,294 | $22.46 萬 | 0.01% |
| FRANKLIN TEMPLETON ETF TR35473P595 | SENIOR LOAN ETF | 9,244 | $22.2 萬 | 0.01% |
| CLSCELESTICA INC COM | Stock | 896 | $22.08 萬 | 0.01% |
| METMETLIFE INC COM | Stock | 2,658 | $21.89 萬 | 0.01% |
| ISHARES TR464288273 | EAFE SML CP ETF | 2,841 | $21.8 萬 | 0.01% |
| VEEVVEEVA SYS INC CL A COM | Stock | 727 | $21.66 萬 | 0.01% |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF81369Y860 | ETF | 5,127 | $21.6 萬 | 0.01% |
| SCHWAB STRATEGIC TR808524714 | 1 5YR CORP BD | 8,646 | $21.57 萬 | 0.01% |
| DTEDTE ENERGY CO | COM | 1,518 | $21.48 萬 | 0.01% |
| ACMAECOM | COM | 1,638 | $21.37 萬 | 0.01% |
| SESEA LTD | SPONSORD ADS | 1,161 | $20.75 萬 | 0.01% |
| DIMENSIONAL ETF TRUST25434V617 | WORLD EQUITY ETF | 2,852 | $20.49 萬 | 0.01% |
| INVESCO EXCH TRD SLF IDX FD46138J635 | INVSCO BLSH 26 | 8,751 | $20.48 萬 | 0.01% |
| SPDR SERIES TRUST78468R770 | ST STR R1K YLD | 1,779 | $20.13 萬 | 0.01% |
| BFLYBUTTERFLY NETWORK INC | COM CL A | 104,017 | $20.08 萬 | 0.01% |
| SOUNSOUNDHOUND AI INC | CLASS A COM | 11,803 | $18.98 萬 | 0.01% |
| TIDAL TR II88636J527 | YIELDMAX ULTRA O | 34,536 | $18.89 萬 | 0.01% |
| IMPACT SHS TR I74741A106 | AFFORDABLE HOUS | 10,031 | $17.44 萬 | 0.01% |
| FAXABRDN ASIA PACIFIC INCOME FU | COM NEW | 10,348 | $16.86 萬 | 0.00% |
| 180 LIFE SCIENCES CORP68236V302 | COM | 54,262 | $13.08 萬 | 0.00% |
| TIDAL ETF TR88634T824 | II YIELDMAX COIN OP | 17,450 | $12.01 萬 | 0.00% |
| NIMNUVEEN SELECT MAT MUN FD | SH BEN INT | 10,274 | $9.51 萬 | 0.00% |
| CRNTCERAGON NETWORKS LTD ORD | Stock | 23,000 | $5.36 萬 | 0.00% |
| HAINHAIN CELESTIAL GROUP INC | COM | 20,000 | $232 | 0.00% |