IFP Advisors, Inc
- SEC CIK
- 0001641866
- 最新申報
- 2026/7/20
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/30 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 3,243
- 較 2024 年第 1 季 +107
- 總值
- $25.2 億
- 較 2024 年第 1 季 +$2.40 億 (+10.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 314,864 | $6,632 萬 | 2.6% | +28,925+10.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 107,449 | $5,149 萬 | 2.0% | +30,563+39.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 90,682 | $4,935 萬 | 2.0% | +37,864+71.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 102,086 | $3,818 萬 | 1.5% | +51,668+102.5% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 403,400 | $3,149 萬 | 1.2% | −54,160−11.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 68,196 | $3,048 萬 | 1.2% | +5,291+8.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 453,330 | $2,901 萬 | 1.2% | +61,549+15.7% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 108,528 | $2,868 萬 | 1.1% | +1,594+1.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 229,286 | $2,833 萬 | 1.1% | +28,006+13.9% | 加碼依 10 比 1 拆股換算 | 歷史 |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 1,144,004 | $2,797 萬 | 1.1% | +511,472+80.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 49,609 | $2,715 萬 | 1.1% | −6,187−11.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 138,869 | $2,684 萬 | 1.1% | +25,298+22.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 137,942 | $2,513 萬 | 1.0% | +39,443+40.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 255,863 | $2,348 萬 | 0.9% | −88,293−25.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 662,647 | $2,325 萬 | 0.9% | +68,588+11.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 225,328 | $2,272 萬 | 0.9% | +2,922+1.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 41,522 | $2,077 萬 | 0.8% | +9,871+31.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 264,312 | $2,070 萬 | 0.8% | +113,118+74.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 120,048 | $2,050 萬 | 0.8% | +22,430+23.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 395,056 | $1,994 萬 | 0.8% | +107,654+37.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 164,947 | $1,959 萬 | 0.8% | −1,807−1.1% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 250,364 | $1,949 萬 | 0.8% | +1,818+0.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 47,682 | $1,865 萬 | 0.7% | +5,354+12.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 45,243 | $1,840 萬 | 0.7% | +577+1.3% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 399,778 | $1,756 萬 | 0.7% | +35,565+9.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 105,644 | $1,736 萬 | 0.7% | −339−0.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 183,638 | $1,699 萬 | 0.7% | +90,668+97.5% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 450,588 | $1,689 萬 | 0.7% | +54,952+13.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 151,252 | $1,671 萬 | 0.7% | +25,496+20.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 271,719 | $1,619 萬 | 0.6% | −134,359−33.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 134,810 | $1,552 萬 | 0.6% | +10,395+8.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 287,994 | $1,542 萬 | 0.6% | +23,443+8.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 187,960 | $1,462 萬 | 0.6% | +20,986+12.6% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 159,354 | $1,380 萬 | 0.5% | +5,699+3.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 15,516 | $1,330 萬 | 0.5% | −10−0.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 355,537 | $1,320 萬 | 0.5% | −320.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 263,620 | $1,213 萬 | 0.5% | −10,640−3.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 346,999 | $1,206 萬 | 0.5% | −16,132−4.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 179,824 | $1,155 萬 | 0.5% | +3,624+2.1% | 加碼 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 384,650 | $1,126 萬 | 0.4% | −2,406−0.6% | 減碼 | – |
| Goldman Sachs ETF Tr381430438 | EQUAL WEIGHT US | 156,396 | $1,113 萬 | 0.4% | +4,314+2.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 60,785 | $1,110 萬 | 0.4% | −1,749−2.8% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 267,164 | $1,089 萬 | 0.4% | −56,982−17.6% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 212,291 | $1,088 萬 | 0.4% | +9,804+4.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 56,893 | $1,044 萬 | 0.4% | +14,004+32.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,323 | $1,025 萬 | 0.4% | +606+5.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 86,287 | $1,023 萬 | 0.4% | +7,047+8.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 159,829 | $1,013 萬 | 0.4% | +4,798+3.1% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 78,592 | $1,009 萬 | 0.4% | +73,743+1,520.8% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 106,797 | $1,000 萬 | 0.4% | +37,384+53.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 48,846 | $987.9 萬 | 0.4% | +12,441+34.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 601,034 | $974.9 萬 | 0.4% | +81,864+15.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 150,897 | $948.7 萬 | 0.4% | +8,276+5.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 41,217 | $932.4 萬 | 0.4% | +26,728+184.5% | 加碼 | – |
| VVisa Inc. | Stock | 35,008 | $918.9 萬 | 0.4% | +5,787+19.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,556 | $885.3 萬 | 0.4% | +4,621+35.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 32,544 | $870.6 萬 | 0.3% | −153−0.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 149,455 | $847.1 萬 | 0.3% | +6,235+4.4% | 加碼 | – |
| MAMastercard Inc | Stock | 19,173 | $845.9 萬 | 0.3% | +313+1.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 257,899 | $844.0 萬 | 0.3% | +49,847+24.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 195,968 | $843.6 萬 | 0.3% | −41,669−17.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,414 | $824.8 萬 | 0.3% | −81,559−61.3% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 92,525 | $815.2 萬 | 0.3% | +86,644+1,473.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 161,608 | $798.7 萬 | 0.3% | −7,149−4.2% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 90,444 | $793.6 萬 | 0.3% | −23,171−20.4% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 72,857 | $791.9 萬 | 0.3% | +24,642+51.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 73,724 | $786.3 萬 | 0.3% | +14,693+24.9% | 加碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 309,738 | $742.8 萬 | 0.3% | −53,943−14.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 126,213 | $738.6 萬 | 0.3% | +18,782+17.5% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 267,000 | $732.6 萬 | 0.3% | +37,126+16.2% | 加碼 | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 144,239 | $726.4 萬 | 0.3% | +35,110+32.2% | 加碼 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 110,200 | $726.1 萬 | 0.3% | −4,832−4.2% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 132,246 | $720.6 萬 | 0.3% | −11,993−8.3% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 292,879 | $697.6 萬 | 0.3% | +19,733+7.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 34,994 | $692.5 萬 | 0.3% | +20,124+135.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,278 | $676.2 萬 | 0.3% | +454+3.5% | 加碼 | 歷史 |
| iShares Tr464289446 | RUS TOP 200 ETF | 50,288 | $673.6 萬 | 0.3% | −641−1.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 93,122 | $671.0 萬 | 0.3% | +7,140+8.3% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 33,544 | $661.8 萬 | 0.3% | −697−2.0% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 72,567 | $661.5 萬 | 0.3% | +6,780+10.3% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 30,486 | $654.0 萬 | 0.3% | −18,209−37.4% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 36,984 | $634.4 萬 | 0.3% | −4,804−11.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 20,915 | $633.7 萬 | 0.3% | −11,498−35.5% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 61,379 | $627.9 萬 | 0.2% | +11,934+24.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 130,020 | $624.7 萬 | 0.2% | −168,480−56.4% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 249,315 | $619.8 萬 | 0.2% | +15,570+6.7% | 加碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 107,677 | $616.6 萬 | 0.2% | +5,615+5.5% | 加碼 | – |
| CARRCarrier Global Corp | Stock | 94,120 | $593.7 萬 | 0.2% | +18,240+24.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 119,516 | $582.5 萬 | 0.2% | +107+0.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 16,852 | $580.1 萬 | 0.2% | +1,485+9.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 37,024 | $579.2 萬 | 0.2% | −283−0.8% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 62,361 | $572.4 萬 | 0.2% | −18,765−23.1% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 55,044 | $569.4 萬 | 0.2% | +496+0.9% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 162,357 | $568.7 萬 | 0.2% | −138,106−46.0% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 239,443 | $568.2 萬 | 0.2% | +17,251+7.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 124,150 | $565.9 萬 | 0.2% | +21,530+21.0% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 119,833 | $560.6 萬 | 0.2% | +45,719+61.7% | 加碼 | – |
| PDIPIMCO Dynamic Income Fund | SHS | 297,913 | $560.4 萬 | 0.2% | +53,144+21.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 56,302 | $559.5 萬 | 0.2% | +4,676+9.1% | 加碼 | – |
| HONHoneywell International Inc | COM | 6,074 | $556.8 萬 | 0.2% | −10,461−63.3% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（185 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 185 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 |
|---|---|---|---|---|---|
| KRTXKaruna Therapeutics, Inc. | COM | 817 | $26.9 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G870 | BLUESTAR ISRAEL | 1,683 | $8.12 萬 | <0.1% | – |
| PGYPagaya Technologies Ltd. | CL A SHS | 4,150 | $7.59 萬 | <0.1% | 歷史 |
| ULCCFrontier Group Holdings, Inc. | COM | 9,047 | $7.34 萬 | <0.1% | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 1,151 | $7.24 萬 | <0.1% | 歷史 |
| ICHRIchor Holdings, Ltd. | SHS | 1,830 | $7.07 萬 | <0.1% | 歷史 |
| Western Digital Corp958102AP0 | NOTE 1.500% 2/0 | 67,000 | $6.65 萬 | <0.1% | – |
| SPDR Series Trust78464A771 | ST STR SP CAPMKT | 530 | $5.86 萬 | <0.1% | – |
| Aim ETF Products Trust00888H687 | ALLIANZIM US EQT | 2,026 | $5.51 萬 | <0.1% | – |
| CPAYCorpay, Inc. | COM | 171 | $5.28 萬 | <0.1% | 歷史 |
| SDRLSEADRILL Ltd | COM | 1,000 | $5.03 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 793 | $5.03 萬 | <0.1% | – |
| Pgim ETF Tr69344A883 | FLOATING RT INC | 957 | $4.88 萬 | <0.1% | – |
| KRYSKrystal Biotech, Inc. | COM | 267 | $4.73 萬 | <0.1% | 歷史 |
| TPGTPG Inc. | COM CL A | 1,000 | $4.47 萬 | <0.1% | 歷史 |
| JetBlue Airways Corp477143AP6 | NOTE 0.500% 4/0 | 50,000 | $4.36 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 796 | $4.05 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V647 | SEMICONDUCTORS | 660 | $3.72 萬 | <0.1% | – |
| VanEck Vectors ETF Tr92189H839 | SOCIAL SENTIMENT | 1,656 | $3.55 萬 | <0.1% | – |
| AIFUAIFU Inc. | SPONSORED ADR | 6,972 | $3.31 萬 | <0.1% | 歷史 |
| Advisorshares Tr00768Y438 | Q DYNAMIC GROWTH | 1,000 | $3.28 萬 | <0.1% | – |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 3,991 | $3.18 萬 | <0.1% | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 293 | $3.05 萬 | <0.1% | – |
| UNGUnited States Natural Gas Fund, LP | UNIT PAR | 1,500 | $3.02 萬 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 183 | $2.87 萬 | <0.1% | 歷史 |
| IMGNImmunoGen, Inc. | COM | 830 | $2.59 萬 | <0.1% | 歷史 |
| MYEMyers Industries Inc | COM | 1,067 | $2.47 萬 | <0.1% | 歷史 |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 260 | $2.36 萬 | <0.1% | – |
| NSLRNeostellar Capital Corp. | COM NEW | 4,983 | $2.27 萬 | <0.1% | 歷史 |
| GHLDGuild Holdings Co | CL A | 1,489 | $2.20 萬 | <0.1% | 歷史 |
| Kraneshares Tr500767587 | QUADRATIC DEFLA | 1,458 | $2.18 萬 | <0.1% | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 650 | $2.11 萬 | <0.1% | 歷史 |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 586 | $2.06 萬 | <0.1% | – |
| ESABESAB Corp | COM | 171 | $1.89 萬 | <0.1% | 歷史 |
| FWRDForward Air Corp | COM | 595 | $1.85 萬 | <0.1% | 歷史 |
| GUGGuggenheim Active Allocation Fund | COMMON STOCK | 1,250 | $1.84 萬 | <0.1% | 歷史 |
| HEREHere Group Ltd | ADS | 4,224 | $1.73 萬 | <0.1% | 歷史 |
| ESOAEnergy Services of America CORP | COM | 2,093 | $1.73 萬 | <0.1% | 歷史 |
| NATRNatures Sunshine Products Inc | COM | 794 | $1.65 萬 | <0.1% | 歷史 |
| ACUAcme United Corp | COM | 346 | $1.63 萬 | <0.1% | 歷史 |
| LRFCLogan Ridge Finance Corp. | COM | 703 | $1.58 萬 | <0.1% | 歷史 |
| ELVAElectrovaya Inc. | COM NEW | 4,317 | $1.58 萬 | <0.1% | 歷史 |
| EGANEGAIN Corp | COM NEW | 2,322 | $1.50 萬 | <0.1% | 歷史 |
| ELMDElectromed, Inc. | Stock | 922 | $1.49 萬 | <0.1% | 歷史 |
| DERMJourney Medical Corp | COM | 3,403 | $1.25 萬 | <0.1% | 歷史 |
| IBCPIndependent Bank Corp | COM NEW | 479 | $1.22 萬 | <0.1% | 歷史 |
| TAYDTaylor Devices, Inc. | COM | 243 | $1.21 萬 | <0.1% | 歷史 |
| CLSCelestica Inc | SUB VTG SHS | 245 | $1.10 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 246 | $1.08 萬 | <0.1% | – |
| Vanguard Wellington FD921935409 | US MINIMUM | 92 | $1.03 萬 | <0.1% | – |
| ZDGEZedge, Inc. | CL B | 3,534 | $9,789 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 220 | $9,726 | <0.1% | – |
| KVYOKlaviyo, Inc. | COM SER A | 371 | $9,453 | <0.1% | 歷史 |
| TRTXTPG RE Finance Trust, Inc. | COM | 1,200 | $9,264 | <0.1% | 歷史 |
| Tidal ETF Tr886364843 | ATAC US ROTATION | 500 | $9,162 | <0.1% | – |
| Invesco Exchange Traded FD T46137V852 | DORSEY WRIGHT HE | 201 | $8,836 | <0.1% | – |
| WDIWestern Asset Diversified Income Fund (WDI) | COM SHS BEN INT | 600 | $8,670 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 326 | $8,505 | <0.1% | – |
| KOPKoppers Holdings Inc. | COM | 146 | $8,055 | <0.1% | 歷史 |
| QUIKQUICKLOGIC Corp | COM NEW | 500 | $8,015 | <0.1% | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 75 | $6,942 | <0.1% | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 275 | $6,867 | <0.1% | 歷史 |
| WisdomTree Tr97717W596 | US ESG FUND | 130 | $6,603 | <0.1% | – |
| SRCSpirit Realty Capital, Inc. | COM NEW | 150 | $6,336 | <0.1% | 歷史 |
| FIVNFive9, Inc. | COM | 100 | $6,211 | <0.1% | 歷史 |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 119 | $6,026 | <0.1% | – |
| VTSIVirTra, Inc | COM PAR | 586 | $6,024 | <0.1% | 歷史 |
| Guinness Atkinson FDS402031850 | SUSTNBL ENRGY II | 200 | $5,605 | <0.1% | – |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 423 | $5,123 | <0.1% | 歷史 |
| MRBKMeridian Corp | COM | 516 | $5,115 | <0.1% | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 100 | $4,608 | <0.1% | – |
| Global X FDS37954Y699 | MSCI SUPDIV EA | 300 | $4,395 | <0.1% | – |
| FLGTFulgent Genetics, Inc. | COM | 185 | $4,014 | <0.1% | 歷史 |
| CELUCelularity Inc | COM CL A | 10,000 | $3,914 | <0.1% | 歷史 |
| SKYHSky Harbour Group Corp | COM CL A | 300 | $3,831 | <0.1% | 歷史 |
| ETF Managers Tr26924G763 | TREATMENTS TSTNG | 200 | $3,759 | <0.1% | – |
| SABRSabre Corp | COM | 1,500 | $3,630 | <0.1% | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 52 | $3,490 | <0.1% | – |
| CWHCamping World Holdings, Inc. | CL A | 125 | $3,481 | <0.1% | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 107 | $3,292 | <0.1% | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 119 | $3,230 | <0.1% | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 139 | $3,054 | <0.1% | – |
| CNRCore Natural Resources, Inc. | COM | 35 | $3,019 | <0.1% | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 39 | $2,975 | <0.1% | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 32 | $2,879 | <0.1% | – |
| RGNXREGENXBIO Inc. | COM | 125 | $2,634 | <0.1% | 歷史 |
| INOInovio Pharmaceuticals, Inc. | COM NEW | 175 | $2,429 | <0.1% | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 150 | $2,368 | <0.1% | 歷史 |
| SYRSSyros Pharmaceuticals, Inc. | COM NEW | 438 | $2,343 | <0.1% | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 60 | $2,332 | <0.1% | – |
| ATMUAtmus Filtration Technologies Inc. | COM | 72 | $2,322 | <0.1% | 歷史 |
| UECUranium Energy Corp | COM | 300 | $2,025 | <0.1% | 歷史 |
| LBAILakeland Bancorp Inc | COM | 167 | $2,021 | <0.1% | 歷史 |
| FLSFlowserve Corp | COM | 43 | $1,964 | <0.1% | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 70 | $1,926 | <0.1% | – |
| AEGAegon Ltd. | AMER REG 1 CERT | 317 | $1,918 | <0.1% | 歷史 |
| CCNECNB Financial Corp | COM | 94 | $1,917 | <0.1% | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 168 | $1,887 | <0.1% | – |
| FRSHFreshworks Inc. | Stock | 103 | $1,876 | <0.1% | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 59 | $1,833 | <0.1% | – |