Cornerstone Advisory, LLC
- SEC CIK
- 0001668189
- 最新申報
- 2026/7/29
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/20 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 215
- 較 2021 年第 4 季 −661
- 總值
- $6.56 億
- 較 2021 年第 4 季 −$3,989 萬 (−5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,226,499 | $7,531 萬 | 11.5% | +65,084+5.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 94,052 | $4,267 萬 | 6.5% | +1,337+1.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 199,042 | $3,476 萬 | 5.3% | +1,250+0.6% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 292,056 | $3,278 萬 | 5.0% | +13,915+5.0% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 312,615 | $2,784 萬 | 4.2% | +11,126+3.7% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 421,437 | $2,119 萬 | 3.2% | −65,067−13.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,014 | $1,961 萬 | 3.0% | +619+11.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,181 | $1,719 萬 | 2.6% | +959+18.4% | 加碼 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 578,167 | $1,409 萬 | 2.1% | +112,829+24.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 39,912 | $1,409 萬 | 2.1% | +222+0.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 42,879 | $1,322 萬 | 2.0% | +7,704+21.9% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 29,080 | $1,211 萬 | 1.8% | +220+0.8% | 加碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 72,328 | $1,094 萬 | 1.7% | +30.0% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 41,993 | $1,068 萬 | 1.6% | +1,086+2.7% | 加碼 | – |
| JPINuveen Preferred Securities & Income Opportunities Fund | COM | 459,985 | $1,012 萬 | 1.5% | +4,002+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 53,709 | $944.9 萬 | 1.4% | +42,967+400.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 87,266 | $941.4 萬 | 1.4% | +18,872+27.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 55,287 | $896.5 萬 | 1.4% | +534+1.0% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 65,304 | $836.7 萬 | 1.3% | +2,274+3.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,952 | $824.5 萬 | 1.3% | +7+0.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,465 | $633.2 萬 | 1.0% | +1,759+11.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 25,641 | $570.2 萬 | 0.9% | +3,773+17.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 33,100 | $565.6 萬 | 0.9% | −194−0.6% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 125,468 | $564.1 萬 | 0.9% | −11,875−8.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 19,405 | $538.8 萬 | 0.8% | −292−1.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 32,729 | $530.6 萬 | 0.8% | −60.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 23,023 | $510.6 萬 | 0.8% | −173−0.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 66,382 | $494.3 萬 | 0.8% | −22,144−25.0% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 46,556 | $491.9 萬 | 0.8% | −313−0.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 26,556 | $470.7 萬 | 0.7% | +967+3.8% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 27,412 | $455.0 萬 | 0.7% | −471−1.7% | 減碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 14,779 | $407.5 萬 | 0.6% | +28+0.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,875 | $401.4 萬 | 0.6% | +1,937+13.0% | 加碼 | – |
| MAMastercard Inc | Stock | 10,731 | $383.5 萬 | 0.6% | +84+0.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,837 | $354.0 萬 | 0.5% | +241+3.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 11,271 | $345.4 萬 | 0.5% | −52−0.5% | 減碼 | – |
| NADNuveen Quality Municipal Income Fund | COM | 255,074 | $340.8 萬 | 0.5% | −7,964−3.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,835 | $338.6 萬 | 0.5% | +3,992+19.2% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 47,558 | $321.6 萬 | 0.5% | +5,762+13.8% | 加碼 | – |
| TFCTruist Financial Corp | COM | 54,914 | $311.3 萬 | 0.5% | +6,641+13.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,595 | $282.5 萬 | 0.4% | +5,534+36.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 54,504 | $282.2 萬 | 0.4% | −125−0.2% | 減碼 | 歷史 |
| NTGTortoise Midstream Energy Fund, Inc. | COM | 71,522 | $271.6 萬 | 0.4% | −5,177−6.7% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 15,834 | $245.0 萬 | 0.4% | +2,102+15.3% | 加碼 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 189,143 | $238.9 萬 | 0.4% | −12,251−6.1% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 25,362 | $228.0 萬 | 0.3% | +4,881+23.8% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 30,165 | $225.3 萬 | 0.3% | +4,266+16.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,179 | $223.7 萬 | 0.3% | +6,923+27.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 13,871 | $212.0 萬 | 0.3% | +877+6.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,330 | $211.8 萬 | 0.3% | +34+0.3% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 31,169 | $206.6 萬 | 0.3% | +5,224+20.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,054 | $202.9 萬 | 0.3% | −235−3.2% | 減碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 63,761 | $202.5 萬 | 0.3% | +50+0.1% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 17,399 | $201.3 萬 | 0.3% | −1,819−9.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,859 | $199.9 萬 | 0.3% | +4,757+47.1% | 加碼 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 208,210 | $192.0 萬 | 0.3% | +208,210 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,320 | $190.7 萬 | 0.3% | +113+2.7% | 加碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q107 | PRICE BLUE CHIP | 61,382 | $180.1 萬 | 0.3% | +3,649+6.3% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 35,034 | $178.5 萬 | 0.3% | −352−1.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,478 | $177.3 萬 | 0.3% | +765+28.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 31,611 | $175.6 萬 | 0.3% | −7,839−19.9% | 減碼 | – |
| SYKStryker Corp | Stock | 6,482 | $173.3 萬 | 0.3% | +205+3.3% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 54,971 | $169.6 萬 | 0.3% | +1,840+3.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 41,062 | $169.2 萬 | 0.3% | +1,907+4.9% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 42,526 | $163.0 萬 | 0.2% | +4,703+12.4% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 6,473 | $162.7 萬 | 0.2% | −48−0.7% | 減碼 | 歷史 |
| BMEBlackRock Health Sciences Trust | COM | 35,218 | $160.3 萬 | 0.2% | +35,218 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 8,621 | $159.1 萬 | 0.2% | +287+3.4% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 27,596 | $159.0 萬 | 0.2% | +303+1.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 19,371 | $158.9 萬 | 0.2% | +908+4.9% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 44,510 | $157.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 18,444 | $156.8 萬 | 0.2% | +6,296+51.8% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 15,000 | $154.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 14,000 | $153.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,112 | $152.9 萬 | 0.2% | −942−13.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 20,229 | $147.7 萬 | 0.2% | +4,438+28.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,228 | $146.9 萬 | 0.2% | +10.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,374 | $146.6 萬 | 0.2% | +1,453+37.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,900 | $145.9 萬 | 0.2% | +169+2.9% | 加碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q404 | PRICE DIV GRWT | 42,628 | $143.2 萬 | 0.2% | −1,152−2.6% | 減碼 | – |
| CVSCVS Health Corp | Stock | 14,050 | $142.3 萬 | 0.2% | +2,314+19.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,122 | $141.4 萬 | 0.2% | +683+4.2% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 13,261 | $132.8 萬 | 0.2% | −16,321−55.2% | 減碼 | – |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 96,089 | $132.5 萬 | 0.2% | +9,000+10.3% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 11,644 | $130.1 萬 | 0.2% | +1,258+12.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,119 | $129.5 萬 | 0.2% | +581+22.9% | 加碼 | – |
| AVBAvalonbay Communities Inc | COM | 5,202 | $129.2 萬 | 0.2% | −338−6.1% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 12,809 | $127.8 萬 | 0.2% | −2,244−14.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,307 | $126.4 萬 | 0.2% | +921+27.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,464 | $126.1 萬 | 0.2% | +2,598+44.3% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,614 | $126.1 萬 | 0.2% | −1,110−12.7% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,358 | $123.5 萬 | 0.2% | +1,227+17.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,939 | $122.6 萬 | 0.2% | +1,874+61.1% | 加碼 | – |
| APPNAppian Corp | CL A | 19,730 | $120.0 萬 | 0.2% | +18,090+1,103.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 107,074 | $119.8 萬 | 0.2% | −1,250−1.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 11,020 | $111.9 萬 | 0.2% | −88−0.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 20,769 | $108.5 萬 | 0.2% | +824+4.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,937 | $107.6 萬 | 0.2% | −258−6.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 10,842 | $107.4 萬 | 0.2% | +1,076+11.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,699 | $107.0 萬 | 0.2% | +378+28.6% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（666 檔）
2021 年第 4 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 666 檔。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Fiduciary Claymore Engry Inf31647Q205 | COM | 193,977 | $201.0 萬 | 0.3% | – |
| OGNOrganon & Co. | Stock | 40,822 | $124.3 萬 | 0.2% | 歷史 |
| PPLPPL Corp | COM | 32,000 | $96.2 萬 | 0.1% | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 15,000 | $73.6 萬 | 0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,400 | $52.3 萬 | 0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,021 | $46.7 萬 | 0.1% | – |
| ZTSZoetis Inc. | Stock | 1,792 | $43.7 萬 | 0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 11,077 | $43.6 萬 | 0.1% | – |
| XLNXXilinx Inc | COM | 1,725 | $36.6 萬 | 0.1% | 歷史 |
| BBBY20230930-DK-Butterfly-1, Inc. | COM | 24,200 | $35.3 萬 | 0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 2,578 | $35.2 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 4,478 | $34.0 萬 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 531 | $32.0 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 1,914 | $30.9 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,075 | $30.4 萬 | <0.1% | 歷史 |
| BXPBXP, Inc. | COM | 2,534 | $29.2 萬 | <0.1% | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 10,000 | $28.5 萬 | <0.1% | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,582 | $27.5 萬 | <0.1% | – |
| Nushares ETF Tr67092P862 | ESG LARGE CAP | 6,500 | $26.8 萬 | <0.1% | – |
| CMCSAComcast Corp | Stock | 5,274 | $26.5 萬 | <0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 2,490 | $26.0 萬 | <0.1% | – |
| GISGeneral Mills Inc | Stock | 3,813 | $25.6 萬 | <0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,004 | $25.4 萬 | <0.1% | – |
| GEGeneral Electric Co | Stock | 2,671 | $25.2 萬 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 7,991 | $25.0 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 1,420 | $24.8 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,893 | $24.5 萬 | <0.1% | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 4,000 | $24.4 萬 | <0.1% | – |
| CTVACorteva, Inc. | Stock | 5,038 | $23.8 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 3,948 | $23.8 萬 | <0.1% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,255 | $23.7 萬 | <0.1% | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 8,000 | $23.6 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 907 | $22.8 萬 | <0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,400 | $22.6 萬 | <0.1% | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 4,708 | $22.6 萬 | <0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 2,620 | $22.3 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,808 | $22.2 萬 | <0.1% | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 5,240 | $22.1 萬 | <0.1% | – |
| DECKDeckers Outdoor Corp | COM | 584 | $21.4 萬 | <0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,000 | $21.4 萬 | <0.1% | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,500 | $21.4 萬 | <0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,156 | $21.2 萬 | <0.1% | – |
| Global X FDS37954Y285 | TELMDC&DIG ETF | 12,771 | $21.1 萬 | <0.1% | – |
| DSLDoubleLine Income Solutions Fund | COM | 13,074 | $21.0 萬 | <0.1% | 歷史 |
| USFDUS Foods Holding Corp. | COM | 5,900 | $20.5 萬 | <0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,680 | $20.4 萬 | <0.1% | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,956 | $20.4 萬 | <0.1% | – |
| BF.BBrown Forman Corp | Stock | 2,785 | $20.3 萬 | <0.1% | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 2,402 | $20.2 萬 | <0.1% | – |
| GPCGenuine Parts Co | Stock | 1,406 | $19.8 萬 | <0.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 627 | $19.7 萬 | <0.1% | 歷史 |
| HUNHuntsman CORP | COM | 5,642 | $19.6 萬 | <0.1% | 歷史 |
| EBAYeBay Inc | COM | 2,938 | $19.6 萬 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 8,400 | $19.2 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 2,623 | $19.0 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 515 | $18.5 萬 | <0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 651 | $18.4 萬 | <0.1% | – |
| NEOGNeogen Corp | COM | 4,050 | $18.4 萬 | <0.1% | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,500 | $18.0 萬 | <0.1% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 805 | $17.8 萬 | <0.1% | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 3,600 | $17.6 萬 | <0.1% | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 4,020 | $17.4 萬 | <0.1% | – |
| QCOMQualcomm Inc | Stock | 946 | $17.3 萬 | <0.1% | 歷史 |
| CGNXCognex Corp | COM | 2,220 | $17.3 萬 | <0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 3,196 | $17.2 萬 | <0.1% | 歷史 |
| APHAmphenol Corp | CL A | 1,956 | $17.1 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 200 | $17.0 萬 | <0.1% | 歷史 |
| BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust | COM | 6,000 | $16.0 萬 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,786 | $15.9 萬 | <0.1% | 歷史 |
| CHHChoice Hotels International Inc | COM | 1,000 | $15.6 萬 | <0.1% | 歷史 |
| INMDInMode Ltd. | SHS | 2,200 | $15.5 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 194 | $15.4 萬 | <0.1% | 歷史 |
| IPGPIpg Photonics Corp | COM | 888 | $15.3 萬 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 1,550 | $15.2 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 1,924 | $15.2 萬 | <0.1% | – |
| TXTTextron Inc | COM | 1,964 | $15.2 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 1,866 | $15.1 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,746 | $15.0 萬 | <0.1% | – |
| JCIJohnson Controls International plc | Stock | 1,821 | $14.8 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,289 | $14.7 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 348 | $14.4 萬 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 2,000 | $14.4 萬 | <0.1% | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,359 | $14.4 萬 | <0.1% | – |
| CCChemours Co | Stock | 4,142 | $13.9 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 576 | $13.9 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 772 | $13.9 萬 | <0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,200 | $13.8 萬 | <0.1% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 681 | $13.7 萬 | <0.1% | 歷史 |
| FSKFS KKR Capital Corp | COM | 6,559 | $13.7 萬 | <0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 712 | $13.4 萬 | <0.1% | 歷史 |
| YAlleghany Corp | COM | 200 | $13.4 萬 | <0.1% | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 14,086 | $13.2 萬 | <0.1% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 430 | $13.0 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 2,110 | $13.0 萬 | <0.1% | – |
| KHCKraft Heinz Co | Stock | 3,557 | $12.8 萬 | <0.1% | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 15,828 | $12.7 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 360 | $12.6 萬 | <0.1% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 1,232 | $12.6 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 2,301 | $12.5 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 203 | $12.4 萬 | <0.1% | 歷史 |