Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- 最新申報
- 2024/1/16
2022 年第 4 季持倉
持倉截至 2022/12/31,2023/2/10 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 478
- 較 2022 年第 3 季 −9
- 總值
- $14.1 億
- 較 2022 年第 3 季 +$6,151 萬 (+4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,536,853 | $1.60 億 | 11.3% | +47,180+1.4% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,232,587 | $1.04 億 | 7.4% | −197,508−13.8% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 3,752,013 | $9,429 萬 | 6.7% | −125,739−3.2% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 480,294 | $4,023 萬 | 2.8% | +5,241+1.1% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 864,189 | $3,965 萬 | 2.8% | +49,041+6.0% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 394,478 | $3,659 萬 | 2.6% | +316,969+408.9% | 加碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 547,537 | $2,905 萬 | 2.1% | −38,170−6.5% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,239,749 | $2,817 萬 | 2.0% | −1,821,522−59.5% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 365,815 | $2,719 萬 | 1.9% | +365,815 | 新進 | – |
| AAPLApple Inc. | Stock | 189,374 | $2,461 萬 | 1.7% | −25,173−11.7% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 533,031 | $2,180 萬 | 1.5% | +449,805+540.5% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 902,974 | $2,092 萬 | 1.5% | −52,574−5.5% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 254,254 | $1,894 萬 | 1.3% | +243,277+2,216.2% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 169,280 | $1,831 萬 | 1.3% | +73,716+77.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 249,435 | $1,798 萬 | 1.3% | −1,667−0.7% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 122,458 | $1,787 萬 | 1.3% | +103,004+529.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 179,740 | $1,701 萬 | 1.2% | −20,223−10.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 735,933 | $1,544 萬 | 1.1% | +442,913+151.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 124,080 | $1,414 萬 | 1.0% | +8,133+7.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 57,731 | $1,384 萬 | 1.0% | −7,812−11.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 142,492 | $1,141 萬 | 0.8% | +3,490+2.5% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 181,056 | $1,076 萬 | 0.8% | +105,714+140.3% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 379,663 | $1,026 萬 | 0.7% | +55,618+17.2% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 237,782 | $987.3 萬 | 0.7% | +69,197+41.0% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 173,363 | $972.7 萬 | 0.7% | −100,699−36.7% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 356,568 | $865.7 萬 | 0.6% | +40,683+12.9% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 217,806 | $825.5 萬 | 0.6% | +152,120+231.6% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 175,593 | $824.9 萬 | 0.6% | −29,669−14.5% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 195,400 | $806.8 萬 | 0.6% | −432−0.2% | 減碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 116,040 | $769.5 萬 | 0.5% | +29,032+33.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 27,599 | $761.7 萬 | 0.5% | +4,573+19.9% | 加碼 | – |
| iShares Tr464287861 | EUROPE ETF | 167,002 | $756.4 萬 | 0.5% | −20,101−10.7% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 70,277 | $741.6 萬 | 0.5% | −53,299−43.1% | 減碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 251,280 | $708.4 萬 | 0.5% | −3,464−1.4% | 減碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 96,620 | $671.2 萬 | 0.5% | +6,426+7.1% | 加碼 | – |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 81,304 | $637.8 萬 | 0.5% | +1,071+1.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 303,765 | $622.3 萬 | 0.4% | +18,689+6.6% | 加碼 | – |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 535,912 | $612.0 萬 | 0.4% | +23,259+4.5% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 65,935 | $600.9 萬 | 0.4% | −8,161−11.0% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 220,550 | $588.6 萬 | 0.4% | −860−0.4% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 55,019 | $585.6 萬 | 0.4% | −105,737−65.8% | 減碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 160,752 | $582.9 萬 | 0.4% | −6,846−4.1% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 126,440 | $576.8 萬 | 0.4% | +34,061+36.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,421 | $554.1 萬 | 0.4% | +726+5.3% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 50,473 | $526.3 萬 | 0.4% | +751+1.5% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 52,157 | $519.3 萬 | 0.4% | −12,009−18.7% | 減碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 205,000 | $513.1 萬 | 0.4% | +205,000 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,389 | $505.5 萬 | 0.4% | −883−5.8% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 162,296 | $488.0 萬 | 0.3% | −92,740−36.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 55,015 | $462.1 萬 | 0.3% | −9,073−14.2% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 47,210 | $457.7 萬 | 0.3% | −44,689−48.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 25,578 | $433.9 萬 | 0.3% | +10,357+68.0% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 45,092 | $431.9 萬 | 0.3% | −57,891−56.2% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 47,917 | $419.1 萬 | 0.3% | −1,115−2.3% | 減碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 98,847 | $417.1 萬 | 0.3% | −8,050−7.5% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 84,633 | $417.0 萬 | 0.3% | +12,728+17.7% | 加碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 87,733 | $407.9 萬 | 0.3% | −14,658−14.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 44,982 | $399.1 萬 | 0.3% | −3,588−7.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,835 | $396.5 萬 | 0.3% | −928−6.7% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 18,558 | $390.7 萬 | 0.3% | −2,958−13.7% | 減碼 | – |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 143,663 | $386.2 萬 | 0.3% | −2,094−1.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,083 | $385.6 萬 | 0.3% | −4,617−31.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,796 | $383.8 萬 | 0.3% | −552−1.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 21,109 | $378.9 萬 | 0.3% | −218−1.0% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 34,925 | $377.4 萬 | 0.3% | −1,214−3.4% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 148,279 | $371.3 萬 | 0.3% | −11,324−7.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 20,244 | $357.6 萬 | 0.3% | −2,637−11.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 177,275 | $357.0 萬 | 0.3% | −17,233−8.9% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 56,775 | $350.0 萬 | 0.2% | −7,794−12.1% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 117,562 | $341.3 萬 | 0.2% | −5,532−4.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 21,995 | $341.3 萬 | 0.2% | +75+0.3% | 加碼 | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 61,599 | $335.8 萬 | 0.2% | +13,570+28.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 46,682 | $335.4 萬 | 0.2% | +42,013+899.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 24,894 | $333.8 萬 | 0.2% | −4,196−14.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 83,792 | $331.6 萬 | 0.2% | −6,706−7.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 31,061 | $327.5 萬 | 0.2% | +5,960+23.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 139,885 | $326.1 萬 | 0.2% | +20,521+17.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 6,008 | $318.6 萬 | 0.2% | +329+5.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,928 | $316.3 萬 | 0.2% | −965−12.2% | 減碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 10,921 | $309.8 萬 | 0.2% | +224+2.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 70,179 | $308.2 萬 | 0.2% | +9,155+15.0% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 123,072 | $301.4 萬 | 0.2% | +20,866+20.4% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,770 | $299.7 萬 | 0.2% | −3,071−8.6% | 減碼 | – |
| Simplify Exchange Traded Fun82889N715 | MACRO STRATEGY | 123,011 | $286.9 萬 | 0.2% | +13,715+12.5% | 加碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 63,363 | $284.1 萬 | 0.2% | −20,952−24.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 147,985 | $280.1 萬 | 0.2% | −36,518−19.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,513 | $279.9 萬 | 0.2% | −7,695−42.3% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 119,552 | $267.2 萬 | 0.2% | +119,552 | 新進 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 16,642 | $263.6 萬 | 0.2% | +89+0.5% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 23,334 | $258.9 萬 | 0.2% | −5,444−18.9% | 減碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 66,182 | $257.7 萬 | 0.2% | +2,462+3.9% | 加碼 | – |
| VVisa Inc. | Stock | 11,675 | $242.5 萬 | 0.2% | −189−1.6% | 減碼 | 歷史 |
| Advisorshares Tr00768Y412 | RANGER EQUITY BE | 83,650 | $240.5 萬 | 0.2% | −4,284−4.9% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 4,911 | $238.9 萬 | 0.2% | −184−3.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,853 | $232.5 萬 | 0.2% | −1,484−14.4% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 23,185 | $232.2 萬 | 0.2% | +5,725+32.8% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 12,793 | $231.1 萬 | 0.2% | +193+1.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 104,425 | $231.0 萬 | 0.2% | +92,831+800.7% | 加碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 95,875 | $228.7 萬 | 0.2% | +33,050+52.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,450 | $228.5 萬 | 0.2% | −26−0.2% | 減碼 | – |
選擇權(2 檔)
同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。
2022 年第 3 季之後清倉(64 檔)
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 261,412 | $553.7 萬 | 0.4% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 127,775 | $400.2 萬 | 0.3% | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 125,000 | $332.1 萬 | 0.2% | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 160,482 | $205.4 萬 | 0.2% | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 40,303 | $194.6 萬 | 0.1% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,726 | $189.8 萬 | 0.1% | 歷史 |
| Kraneshares Tr500767587 | QUADRATIC DEFLA | 75,492 | $163.7 萬 | 0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 22,628 | $150.3 萬 | 0.1% | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 32,403 | $141.1 萬 | 0.1% | – |
| CPZCalamos Long/Short Equity & Dynamic Income Trust | COM | 66,807 | $99.9 萬 | 0.1% | 歷史 |
| ISTRInvestar Holding Corp | COM | 47,404 | $94.3 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 24,242 | $93.5 萬 | 0.1% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 56,318 | $91.1 萬 | 0.1% | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 19,622 | $82.8 萬 | 0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,891 | $80.6 萬 | 0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 22,198 | $79.9 萬 | 0.1% | – |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 63,639 | $79.5 萬 | 0.1% | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 8,491 | $73.6 萬 | 0.1% | – |
| TWTRTwitter, Inc. | COM | 15,884 | $69.6 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 32,917 | $68.6 萬 | 0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 9,391 | $67.0 萬 | <0.1% | – |
| CVSCVS Health Corp | Stock | 6,896 | $65.8 萬 | <0.1% | 歷史 |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 8,409 | $63.6 萬 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,382 | $63.4 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 20,600 | $62.0 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 16,900 | $56.2 萬 | <0.1% | – |
| AMATApplied Materials Inc | Stock | 6,752 | $55.3 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 16,000 | $52.0 萬 | <0.1% | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 3,903 | $49.1 萬 | <0.1% | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 9,472 | $44.4 萬 | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,538 | $43.7 萬 | <0.1% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,229 | $42.4 萬 | <0.1% | – |
| CYBECyberoptics Corp | COM | 7,750 | $41.7 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 8,310 | $41.5 萬 | <0.1% | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 16,050 | $38.1 萬 | <0.1% | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 15,510 | $38.0 萬 | <0.1% | – |
| PANWPalo Alto Networks Inc | Stock | 2,179 | $35.7 萬 | <0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,254 | $32.1 萬 | <0.1% | – |
| NOVNNVN Liquidation, Inc. | COM NEW | 155,851 | $29.1 萬 | <0.1% | 歷史 |
| Global X FDS37950E127 | REIT ETF | 41,455 | $28.5 萬 | <0.1% | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 4,554 | $26.8 萬 | <0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 1,909 | $25.6 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,813 | $24.7 萬 | <0.1% | – |
| PDIPIMCO Dynamic Income Fund | SHS | 12,475 | $24.2 萬 | <0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,593 | $24.0 萬 | <0.1% | – |
| Paramount Global92556H206 | CL B | 12,564 | $23.9 萬 | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,945 | $23.7 萬 | <0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,438 | $23.6 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 826 | $22.9 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 2,931 | $22.5 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 4,367 | $22.0 萬 | <0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 5,706 | $21.5 萬 | <0.1% | – |
| ELVElevance Health, Inc. | Stock | 465 | $21.1 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,448 | $21.1 萬 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,683 | $20.3 萬 | <0.1% | 歷史 |
| NWSNews Corp | CL B | 10,867 | $16.8 萬 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 10,295 | $16.0 萬 | <0.1% | – |
| BKNBlackRock Investment Quality Municipal Trust, Inc. | COM | 11,859 | $14.8 萬 | <0.1% | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 10,075 | $8.20 萬 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 14,589 | $7.10 萬 | <0.1% | 歷史 |
| PPTFranklin Premier Income Trust | SH BEN INT | 11,385 | $4.10 萬 | <0.1% | 歷史 |
| ROIIRiskOn International, Inc. | Common Stock | 18,631 | $2.40 萬 | <0.1% | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 13,255 | $1.50 萬 | <0.1% | 歷史 |
| HYMCHycroft Mining Holding Corp | COM CL A | 10,043 | $6,000 | <0.1% | 歷史 |