Sowell Financial Services LLC
- SEC CIK
- 0001633697
- 最新申報
- 2026/7/17
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/17 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,162
- 較 2026 年第 1 季 +39
- 總值
- $30.6 億
- 較 2026 年第 1 季 +$3.56 億 (+13.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 420,714 | $1.22 億 | 4.0% | −5,667−1.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 121,974 | $8,982 萬 | 2.9% | +1,281+1.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 413,140 | $8,267 萬 | 2.7% | +10,981+2.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 86,438 | $6,455 萬 | 2.1% | −2,039−2.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 79,523 | $5,955 萬 | 1.9% | −7,942−9.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 151,909 | $5,666 萬 | 1.9% | +2,338+1.6% | 加碼 | 歷史 |
| Two RDS Shared Tr90214Q105 | AFFINITY WORLD | 1,190,369 | $5,532 萬 | 1.8% | +110,767+10.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 222,822 | $5,311 萬 | 1.7% | +1,375+0.6% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 177,723 | $3,900 萬 | 1.3% | +1,803+1.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 99,960 | $3,572 萬 | 1.2% | +1,827+1.9% | 加碼 | 歷史 |
| Advisors Inner Circle FD III00775Y728 | RAYLIANT QUANTIT | 909,879 | $3,411 萬 | 1.1% | +101,807+12.6% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 51,206 | $3,359 萬 | 1.1% | +6,169+13.7% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 622,822 | $3,145 萬 | 1.0% | −96,944−13.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 61,173 | $3,061 萬 | 1.0% | +1,415+2.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 74,614 | $2,636 萬 | 0.9% | −952−1.3% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 1,219,756 | $2,460 萬 | 0.8% | +21,089+1.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 247,748 | $2,452 萬 | 0.8% | +5,955+2.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 246,223 | $2,378 萬 | 0.8% | +2,622+1.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 70,498 | $2,308 萬 | 0.8% | +2,672+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 105,151 | $2,292 萬 | 0.7% | +24,845+30.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 37,116 | $2,091 萬 | 0.7% | +3,597+10.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 29,290 | $2,012 萬 | 0.7% | +2,229+8.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 51,418 | $1,942 萬 | 0.6% | −1,567−3.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 216,943 | $1,906 萬 | 0.6% | +8,082+3.9% | 加碼 | – |
| CATCaterpillar Inc | Stock | 17,536 | $1,867 萬 | 0.6% | −1,244−6.6% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 353,105 | $1,786 萬 | 0.6% | −5,638−1.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 18,885 | $1,767 萬 | 0.6% | +13+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 891,794 | $1,757 萬 | 0.6% | +8,560+1.0% | 加碼 | – |
| MUMicron Technology Inc | Stock | 14,587 | $1,684 萬 | 0.6% | −1,007−6.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 32,572 | $1,673 萬 | 0.5% | −1,013−3.0% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 399,487 | $1,644 萬 | 0.5% | +131,850+49.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 83,110 | $1,583 萬 | 0.5% | −472−0.6% | 減碼 | – |
| WMTWalmart Inc. | Stock | 134,295 | $1,521 萬 | 0.5% | −5,507−3.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 42,782 | $1,468 萬 | 0.5% | +1,315+3.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 57,238 | $1,454 萬 | 0.5% | −2,782−4.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 125,775 | $1,420 萬 | 0.5% | +2,224+1.8% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 139,081 | $1,400 萬 | 0.5% | +6,666+5.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 118,543 | $1,392 萬 | 0.5% | −435−0.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 32,746 | $1,377 萬 | 0.5% | −3,160−8.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 107,490 | $1,335 萬 | 0.4% | +14,234+15.3% | 加碼依 4 比 1 拆股換算 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 43,734 | $1,325 萬 | 0.4% | +282+0.6% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 22,512 | $1,308 萬 | 0.4% | −657−2.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 226,850 | $1,293 萬 | 0.4% | −11,547−4.8% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P439 | INCOME FOCUS ETF | 425,647 | $1,228 萬 | 0.4% | +31,113+7.9% | 加碼 | – |
| CVXChevron Corp | Stock | 73,222 | $1,214 萬 | 0.4% | −1,075−1.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 232,961 | $1,204 萬 | 0.4% | +5,335+2.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 143,510 | $1,166 萬 | 0.4% | −1,317−0.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 139,412 | $1,142 萬 | 0.4% | −151−0.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 137,183 | $1,136 萬 | 0.4% | −486−0.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 44,316 | $1,115 萬 | 0.4% | −497−1.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 39,076 | $1,099 萬 | 0.4% | +1,639+4.4% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 200,394 | $1,074 萬 | 0.4% | +95,270+90.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 123,734 | $1,066 萬 | 0.3% | −84,832−40.7% | 減碼依 6 比 1 拆股換算 | – |
| DELLDell Technologies Inc. | Stock | 24,219 | $1,045 萬 | 0.3% | −484−2.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 34,238 | $1,029 萬 | 0.3% | +1,090+3.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 124,472 | $1,003 萬 | 0.3% | +5,160+4.3% | 加碼依 4 比 1 拆股換算 | – |
| iShares Semiconductor ETF464287523 | ETF | 15,471 | $991.3 萬 | 0.3% | +196+1.3% | 加碼 | – |
| Columbia ETF Tr I19761L854 | US EQUI INCO ETF | 192,761 | $988.9 萬 | 0.3% | +3,178+1.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 26,455 | $978.9 萬 | 0.3% | +2,756+11.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430123 | MARKETBETA US EQ | 93,745 | $966.5 萬 | 0.3% | +45,779+95.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 75,015 | $963.9 萬 | 0.3% | +466+0.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 20,143 | $962.0 萬 | 0.3% | +74+0.4% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 67,547 | $958.4 萬 | 0.3% | +6,272+10.2% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 98,759 | $952.6 萬 | 0.3% | −4,800−4.6% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 38,915 | $943.4 萬 | 0.3% | +6,320+19.4% | 加碼 | – |
| OKEONEOK Inc | COM | 107,832 | $937.5 萬 | 0.3% | +685+0.6% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 185,411 | $929.1 萬 | 0.3% | +36,848+24.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 71,823 | $918.0 萬 | 0.3% | +17,313+31.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 7,621 | $914.0 萬 | 0.3% | +725+10.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 77,499 | $904.2 萬 | 0.3% | +816+1.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 86,446 | $883.4 萬 | 0.3% | −1,407−1.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 120,770 | $871.5 萬 | 0.3% | +9,997+9.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 40,917 | $855.3 萬 | 0.3% | +450+1.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 19,705 | $853.9 萬 | 0.3% | −85−0.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 103,291 | $853.6 萬 | 0.3% | +56+0.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,278 | $850.3 萬 | 0.3% | −579−3.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 79,005 | $849.3 萬 | 0.3% | +1,342+1.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 45,258 | $798.0 萬 | 0.3% | −1,247−2.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 43,246 | $782.4 萬 | 0.3% | −1,035−2.3% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 47,350 | $779.4 萬 | 0.3% | −3,166−6.3% | 減碼 | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 761,468 | $778.2 萬 | 0.3% | +49,167+6.9% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 92,688 | $766.1 萬 | 0.3% | +5,533+6.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,128 | $760.2 萬 | 0.2% | −812−2.5% | 減碼 | – |
| Goldman Sachs ETF Tr38149W598 | MAR 1000 GRO ETF | 111,005 | $757.6 萬 | 0.2% | +50,446+83.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 72,732 | $755.5 萬 | 0.2% | +5,421+8.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 102,811 | $754.7 萬 | 0.2% | +94+0.1% | 加碼 | – |
| HHHHoward Hughes Holdings Inc. | COM | 104,857 | $749.6 萬 | 0.2% | +3,313+3.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 49,770 | $738.1 萬 | 0.2% | −2,034−3.9% | 減碼 | – |
| Goldman Sachs ETF Tr381430180 | MARKETBETA INTL | 96,854 | $727.8 萬 | 0.2% | +41,316+74.4% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 378,389 | $723.5 萬 | 0.2% | +3,646+1.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 170,572 | $722.2 萬 | 0.2% | +3,567+2.1% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 52,487 | $717.4 萬 | 0.2% | −4,114−7.3% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 97,813 | $703.8 萬 | 0.2% | −246−0.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 32,447 | $702.4 萬 | 0.2% | +692+2.2% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 23,257 | $701.7 萬 | 0.2% | −4,323−15.7% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 39,094 | $698.2 萬 | 0.2% | +834+2.2% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 9,549 | $690.4 萬 | 0.2% | −2,386−20.0% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 153,627 | $681.5 萬 | 0.2% | −3,611−2.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 49,405 | $679.5 萬 | 0.2% | +2,455+5.2% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 89,851 | $678.5 萬 | 0.2% | −64,301−41.7% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（83 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 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 107,213 | $1,819 萬 | 0.7% | 歷史 |
| First Tr Exchng Traded FD VI33740F235 | VEST US EQUITY B | 95,311 | $292.8 萬 | 0.1% | – |
| PAHCPhibro Animal Health Corp | CL A COM | 49,019 | $271.1 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 10,822 | $244.6 萬 | 0.1% | 歷史 |
| Calamos ETF Tr12811T571 | AUTOC INCOM ETF | 69,222 | $174.0 萬 | 0.1% | – |
| VXXBarclays Bank PLC | IPATH S&P 500 SH | 46,764 | $166.9 萬 | 0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 26,734 | $163.2 萬 | 0.1% | 歷史 |
| CCJCameco Corp | Stock | 14,679 | $159.4 萬 | 0.1% | 歷史 |
| iShares Tr464287275 | GBL COMM SVC ETF | 13,232 | $152.0 萬 | 0.1% | – |
| USOUnited States Oil Fund, LP | UNITS | 7,324 | $93.2 萬 | <0.1% | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,414 | $81.8 萬 | <0.1% | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 8,269 | $81.6 萬 | <0.1% | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 30,681 | $79.4 萬 | <0.1% | 歷史 |
| DOXAmdocs Ltd | SHS | 9,163 | $59.8 萬 | <0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,941 | $58.4 萬 | <0.1% | 歷史 |
| CIBGrupo Cibest S.A. | SPON ADS | 7,772 | $56.6 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,326 | $55.6 萬 | <0.1% | – |
| ZTSZoetis Inc. | Stock | 4,447 | $52.6 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 31,906 | $43.1 萬 | <0.1% | 歷史 |
| PEGAPegasystems Inc | COM | 9,242 | $39.3 萬 | <0.1% | 歷史 |
| iShares Tr46436E577 | ISHARES 25+ YR T | 42,850 | $39.3 萬 | <0.1% | – |
| IRMDIradimed Corp | COM | 3,973 | $38.2 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,573 | $36.8 萬 | <0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 7,497 | $30.2 萬 | <0.1% | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 6,499 | $29.5 萬 | <0.1% | 歷史 |
| ORCL.PDOracle Corp | 6.5 DEP CUM SR D | 6,500 | $29.3 萬 | <0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 2,964 | $28.4 萬 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 3,545 | $27.1 萬 | <0.1% | 歷史 |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 7,553 | $25.8 萬 | <0.1% | – |
| LKQLKQ Corp | COM | 8,489 | $24.9 萬 | <0.1% | 歷史 |
| iShares Tr464289180 | MSCI EURO FL ETF | 7,097 | $24.7 萬 | <0.1% | – |
| CHRDChord Energy Corp | COM NEW | 1,718 | $24.4 萬 | <0.1% | 歷史 |
| Advisors Inner Circle FD II00791R814 | 3EDGE INTL ETF | 8,479 | $24.0 萬 | <0.1% | – |
| OSISOsi Systems Inc | COM | 877 | $23.3 萬 | <0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,225 | $23.2 萬 | <0.1% | 歷史 |
| Advisors Inner Circle FD II00791R822 | 3EDGE HARD ETF | 6,785 | $23.2 萬 | <0.1% | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 641 | $23.0 萬 | <0.1% | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3,600 | $22.7 萬 | <0.1% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,257 | $22.7 萬 | <0.1% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,727 | $22.6 萬 | <0.1% | – |
| PRIMPrimoris Services Corp | Stock | 1,561 | $22.3 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 5,754 | $22.2 萬 | <0.1% | – |
| OMCOmnicom Group Inc. | COM | 2,950 | $22.2 萬 | <0.1% | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 4,925 | $22.2 萬 | <0.1% | 歷史 |
| PIPRPiper Sandler Companies | COM NEW | 2,849 | $21.8 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 2,636 | $21.7 萬 | <0.1% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 2,172 | $21.4 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,416 | $21.2 萬 | <0.1% | 歷史 |
| TGBTrekor Metals Ltd | COM | 32,783 | $21.1 萬 | <0.1% | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 5,295 | $21.1 萬 | <0.1% | 歷史 |
| Innovator ETFs Tr45783Y459 | INTL DEV PWR BUF | 6,075 | $21.1 萬 | <0.1% | – |
| VICIVici Properties Inc. | COM | 7,656 | $20.9 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 3,262 | $20.9 萬 | <0.1% | – |
| SOLVSolventum Corp | Stock | 3,193 | $20.8 萬 | <0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,304 | $20.8 萬 | <0.1% | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,033 | $20.5 萬 | <0.1% | – |
| GGenpact LTD | SHS | 5,475 | $20.4 萬 | <0.1% | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 4,260 | $20.3 萬 | <0.1% | 歷史 |
| IRIngersoll Rand Inc. | COM | 2,521 | $20.2 萬 | <0.1% | 歷史 |
| MURMurphy Oil Corp | COM | 4,881 | $20.1 萬 | <0.1% | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 5,570 | $20.1 萬 | <0.1% | 歷史 |
| NFGNational Fuel Gas Co | Stock | 2,136 | $20.1 萬 | <0.1% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 13,556 | $19.5 萬 | <0.1% | 歷史 |
| ECEcopetrol S.A. | SPONSORED ADS | 11,265 | $16.9 萬 | <0.1% | 歷史 |
| WTWisdomTree, Inc. | COM | 11,589 | $16.9 萬 | <0.1% | 歷史 |
| IQIInvesco Quality Municipal Income Trust | COM | 15,300 | $14.7 萬 | <0.1% | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 16,633 | $14.1 萬 | <0.1% | 歷史 |
| BBDCBarings BDC, Inc. | COM | 17,084 | $14.1 萬 | <0.1% | 歷史 |
| VKQInvesco Municipal Trust | COM | 14,000 | $13.3 萬 | <0.1% | 歷史 |
| FSSLFS Specialty Lending Fund | COM SH BEN INT | 10,307 | $12.9 萬 | <0.1% | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 11,453 | $12.7 萬 | <0.1% | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 10,564 | $11.9 萬 | <0.1% | 歷史 |
| PSECProspect Capital Corp | COM | 38,027 | $9.93 萬 | <0.1% | 歷史 |
| PFLTPennantPark Floating Rate Capital Ltd. | COM | 11,801 | $9.49 萬 | <0.1% | 歷史 |
| EPMEvolution Petroleum Corp | COM | 19,538 | $8.95 萬 | <0.1% | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 11,488 | $8.91 萬 | <0.1% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 10,153 | $8.52 萬 | <0.1% | 歷史 |
| CIONCION Investment Corp | COM | 12,392 | $8.48 萬 | <0.1% | 歷史 |
| TCPCBlackRock TCP Capital Corp. | COM | 16,929 | $6.11 萬 | <0.1% | 歷史 |
| LACLithium Americas Corp. | Stock | 15,313 | $6.05 萬 | <0.1% | 歷史 |
| Dolly Varden Silver Corp256827783 | COM NO PAR | 12,398 | $3.32 萬 | <0.1% | – |
| NMGNouveau Monde Graphite Inc. | Stock | 10,000 | $2.24 萬 | <0.1% | 歷史 |
| Cheesecake Factory Inc163072AA9 | NOTE 0.375% 6/1 | 20,000 | $1.97 萬 | <0.1% | – |