Mascoma Wealth Management LLC
- SEC CIK
- 0001695664
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/9 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 482
- 較 2023 年第 1 季 −115
- 總值
- $3.26 億
- 較 2023 年第 1 季 −$1,547 萬 (−4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 114,628 | $5,172 萬 | 15.9% | +12,893+12.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 290,865 | $2,819 萬 | 8.6% | +99,740+52.2% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 510,340 | $2,556 萬 | 7.8% | −140,737−21.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 532,827 | $2,462 萬 | 7.5% | +40,444+8.2% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 199,392 | $1,961 萬 | 6.0% | −23,651−10.6% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 135,916 | $1,496 萬 | 4.6% | +42,618+45.7% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 331,597 | $1,491 萬 | 4.6% | +331,597 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 103,032 | $879.4 萬 | 2.7% | −5,607−5.2% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 201,014 | $818.5 萬 | 2.5% | +201,014 | 新進 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 239,882 | $706.5 萬 | 2.2% | −146,603−37.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,785 | $689.7 萬 | 2.1% | −2,372−8.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 54,510 | $562.8 萬 | 1.7% | −1,931−3.4% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 46,347 | $535.4 萬 | 1.6% | −92,832−66.7% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 70,440 | $526.7 萬 | 1.6% | −21,155−23.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,995 | $521.3 萬 | 1.6% | −6,020−17.2% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 100,018 | $467.1 萬 | 1.4% | +35,525+55.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 76,678 | $385.3 萬 | 1.2% | −149,432−66.1% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 46,912 | $340.7 萬 | 1.0% | +10,507+28.9% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 96,921 | $338.4 萬 | 1.0% | +2,976+3.2% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 51,934 | $330.9 萬 | 1.0% | −3,217−5.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,940 | $276.9 萬 | 0.8% | −4,138−19.6% | 減碼 | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 64,462 | $271.4 萬 | 0.8% | −45,996−41.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 48,571 | $269.3 萬 | 0.8% | −4,530−8.5% | 減碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 26,322 | $236.3 萬 | 0.7% | −3,853−12.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,078 | $230.8 萬 | 0.7% | −485−6.4% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 44,999 | $226.0 萬 | 0.7% | −27,495−37.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,600 | $189.7 萬 | 0.6% | −637−12.2% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 50,987 | $185.5 萬 | 0.6% | −2,847−5.3% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 50,725 | $179.9 萬 | 0.6% | −4,247−7.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,821 | $179.3 萬 | 0.5% | −2,409−33.3% | 減碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 73,858 | $177.1 萬 | 0.5% | −55,262−42.8% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 53,127 | $173.0 萬 | 0.5% | −6,464−10.8% | 減碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 24,514 | $165.8 萬 | 0.5% | −12,232−33.3% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 23,271 | $146.4 萬 | 0.4% | +18,019+343.1% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 16,447 | $131.3 萬 | 0.4% | −286−1.7% | 減碼 | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 12,709 | $124.3 萬 | 0.4% | −26,613−67.7% | 減碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 29,842 | $123.9 萬 | 0.4% | +948+3.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 23,179 | $121.6 萬 | 0.4% | −53,721−69.9% | 減碼 | – |
| AMGNAmgen Inc | Stock | 4,260 | $111.1 萬 | 0.3% | +290+7.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,221 | $100.2 萬 | 0.3% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 19,794 | $98.7 萬 | 0.3% | −7,880−28.5% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 18,218 | $97.3 萬 | 0.3% | −5,379−22.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,963 | $90.7 萬 | 0.3% | −50−0.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,434 | $90.0 萬 | 0.3% | −966−13.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 38,172 | $89.1 萬 | 0.3% | +1,181+3.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,343 | $85.2 萬 | 0.3% | −847−26.6% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,050 | $83.3 萬 | 0.3% | +260+4.5% | 加碼 | – |
| PFEPfizer Inc | Stock | 22,894 | $81.6 萬 | 0.3% | −3,858−14.4% | 減碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 19,118 | $69.5 萬 | 0.2% | −25,781−57.4% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 11,288 | $69.0 萬 | 0.2% | +937+9.1% | 加碼 | – |
| HWMHowmet Aerospace Inc. | Stock | 11,662 | $58.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,001 | $55.7 萬 | 0.2% | −149−13.0% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 16,939 | $54.3 萬 | 0.2% | +88+0.5% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 17,171 | $54.1 萬 | 0.2% | −648−3.6% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,927 | $52.9 萬 | 0.2% | −24−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,960 | $52.0 萬 | 0.2% | −260−6.2% | 減碼 | 歷史 |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 20,245 | $50.1 萬 | 0.2% | −368−1.8% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,590 | $50.0 萬 | 0.2% | −461−15.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,007 | $49.7 萬 | 0.2% | +11+0.2% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 871 | $48.4 萬 | 0.1% | −171−16.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,061 | $45.8 萬 | 0.1% | +683+49.6% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,596 | $45.4 萬 | 0.1% | −497−9.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 869 | $45.3 萬 | 0.1% | −309−26.2% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 11,323 | $44.7 萬 | 0.1% | −25−0.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 12,275 | $44.1 萬 | 0.1% | +9,820+400.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 5,988 | $43.3 萬 | 0.1% | +205+3.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 8,705 | $43.2 萬 | 0.1% | −1,077−11.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,183 | $40.3 萬 | 0.1% | −140−6.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,565 | $40.0 萬 | 0.1% | −1,180−31.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,599 | $39.7 萬 | 0.1% | −60−3.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 766 | $38.7 萬 | 0.1% | −99−11.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,361 | $34.0 萬 | 0.1% | −424−23.8% | 減碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 6,402 | $32.8 萬 | 0.1% | −1,474−18.7% | 減碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 13,730 | $32.6 萬 | 0.1% | +8,400+157.6% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 13,318 | $30.8 萬 | 0.1% | +8,213+160.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,756 | $30.4 萬 | 0.1% | −195−10.0% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,331 | $29.8 萬 | 0.1% | +22+1.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,425 | $29.0 萬 | 0.1% | −880−38.2% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,966 | $28.9 萬 | 0.1% | −33,308−91.8% | 減碼 | – |
| GWWW.W. Grainger, Inc. | Stock | 400 | $28.5 萬 | 0.1% | −11−2.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,100 | $27.7 萬 | 0.1% | −320−13.2% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 6,657 | $27.5 萬 | 0.1% | −8,274−55.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,669 | $27.5 萬 | 0.1% | −1,458−17.9% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 2,951 | $26.7 萬 | 0.1% | −4,677−61.3% | 減碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,695 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,771 | $25.8 萬 | 0.1% | −1,168−39.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,984 | $25.7 萬 | 0.1% | −1,674−35.9% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 925 | $25.4 萬 | 0.1% | −9−1.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 811 | $25.4 萬 | 0.1% | −82−9.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,565 | $24.6 萬 | 0.1% | −1,652−51.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 746 | $24.5 萬 | 0.1% | −79−9.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,008 | $24.1 萬 | 0.1% | −213−17.4% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,760 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | COM | 332 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 530 | $22.9 萬 | 0.1% | −80−13.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 508 | $22.7 萬 | 0.1% | −289−36.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 4,780 | $21.5 萬 | 0.1% | −240−4.8% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,953 | $21.4 萬 | 0.1% | −166−7.8% | 減碼 | – |
| HUMHumana Inc | Stock | 430 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,928 | $20.5 萬 | 0.1% | −210−9.8% | 減碼 | – |
2023 年第 1 季之後清倉（119 檔）
2023 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 119 檔。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 60,000 | $194.8 萬 | 0.6% | 歷史 |
| TRSTrimas Corp | COM NEW | 25,000 | $63.5 萬 | 0.2% | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 15,000 | $50.3 萬 | 0.1% | 歷史 |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 14,000 | $39.3 萬 | 0.1% | – |
| MELIMercadolibre Inc | COM | 167 | $21.3 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 428 | $16.3 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 3,473 | $14.0 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 3,840 | $13.0 萬 | <0.1% | – |
| CLNEClean Energy Fuels Corp. | COM | 29,917 | $12.8 萬 | <0.1% | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 2,180 | $8.99 萬 | <0.1% | – |
| CCitigroup Inc | Stock | 1,903 | $8.96 萬 | <0.1% | 歷史 |
| SLDPSolid Power, Inc. | CLASS A COM | 36,739 | $8.34 萬 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 844 | $7.71 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 256 | $7.55 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 310 | $6.53 萬 | <0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 967 | $5.88 萬 | <0.1% | – |
| SESea Ltd | SPONSORD ADS | 720 | $5.48 萬 | <0.1% | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 755 | $5.10 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 4,500 | $5.07 萬 | <0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 705 | $4.65 萬 | <0.1% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 312 | $4.63 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 250 | $4.62 萬 | <0.1% | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 1,504 | $4.45 萬 | <0.1% | 歷史 |
| CACCamden National Corp | COM | 1,311 | $4.19 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 1,661 | $3.90 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 317 | $3.81 萬 | <0.1% | 歷史 |
| BLBlackline, Inc. | COM | 652 | $3.63 萬 | <0.1% | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 537 | $3.61 萬 | <0.1% | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 100 | $3.27 萬 | <0.1% | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 440 | $3.15 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 356 | $3.13 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 146 | $3.12 萬 | <0.1% | – |
| APHAmphenol Corp | CL A | 410 | $3.09 萬 | <0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 200 | $2.89 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 129 | $2.86 萬 | <0.1% | 歷史 |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 619 | $2.69 萬 | <0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 751 | $2.37 萬 | <0.1% | 歷史 |
| ESEversource Energy | Stock | 300 | $2.33 萬 | <0.1% | 歷史 |
| BOCBoston Omaha Corp | Stock | 1,100 | $2.25 萬 | <0.1% | 歷史 |
| SYNASYNAPTICS Inc | Stock | 240 | $2.13 萬 | <0.1% | 歷史 |
| VVRInvesco Senior Income Trust | COM | 5,682 | $2.13 萬 | <0.1% | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 417 | $1.99 萬 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 537 | $1.93 萬 | <0.1% | – |
| CNQCanadian Natural Resources Ltd | COM | 300 | $1.83 萬 | <0.1% | 歷史 |
| LOGILogitech International S.A. | SHS | 306 | $1.82 萬 | <0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 407 | $1.74 萬 | <0.1% | 歷史 |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 384 | $1.70 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 223 | $1.68 萬 | <0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 181 | $1.66 萬 | <0.1% | – |
| MGEEMge Energy Inc | COM | 180 | $1.38 萬 | <0.1% | 歷史 |
| MNSTMonster Beverage Corp | COM | 236 | $1.32 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 127 | $1.27 萬 | <0.1% | 歷史 |
| TCPCBlackRock TCP Capital Corp. | COM | 1,240 | $1.25 萬 | <0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 213 | $1.18 萬 | <0.1% | 歷史 |
| ALKSAlkermes plc. | SHS | 397 | $1.13 萬 | <0.1% | 歷史 |
| HSICHenry Schein Inc | COM | 132 | $1.07 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 380 | $9,998 | <0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 43 | $9,959 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 70 | $9,954 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 104 | $9,612 | <0.1% | 歷史 |
| GANGAN Ltd | ORD SHS | 5,558 | $9,226 | <0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 229 | $8,988 | <0.1% | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 256 | $8,887 | <0.1% | – |
| MDUMdu Resources Group Inc | Stock | 300 | $8,766 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 97 | $8,740 | <0.1% | 歷史 |
| CRNCCerence Inc. | COM | 328 | $8,380 | <0.1% | 歷史 |
| SUSuncor Energy Inc | Stock | 250 | $7,830 | <0.1% | 歷史 |
| VYXNCR Voyix Corp | COM | 320 | $7,133 | <0.1% | 歷史 |
| VOXXVOXX International Corp | CL A | 550 | $7,024 | <0.1% | 歷史 |
| CVNACarvana Co. | CL A | 1,000 | $6,940 | <0.1% | 歷史 |
| Exchange Traded Concepts Tr301505723 | ROBO GBL HLTCR | 218 | $6,586 | <0.1% | – |
| SHOPShopify Inc. | Stock | 130 | $6,299 | <0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 206 | $6,234 | <0.1% | 歷史 |
| KTBKontoor Brands, Inc. | Stock | 121 | $5,466 | <0.1% | 歷史 |
| Global X FDS37954Y459 | RUSSELL 2000 | 300 | $5,391 | <0.1% | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 300 | $5,289 | <0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 128 | $5,248 | <0.1% | – |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 124 | $5,067 | <0.1% | – |
| PGRProgressive Corp | Stock | 37 | $5,047 | <0.1% | 歷史 |
| BNSBank of Nova Scotia | COM | 100 | $4,991 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 80 | $4,922 | <0.1% | 歷史 |
| AVNWAviat Networks, Inc. | COM NEW | 150 | $4,922 | <0.1% | 歷史 |
| BMOBank of Montreal | COM | 50 | $4,510 | <0.1% | 歷史 |
| RYRoyal Bank of Canada | Stock | 40 | $3,972 | <0.1% | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 90 | $3,776 | <0.1% | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 70 | $3,719 | <0.1% | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 100 | $3,710 | <0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 45 | $3,689 | <0.1% | 歷史 |
| HCKTHackett Group, Inc. | COM | 190 | $3,526 | <0.1% | 歷史 |
| EDITEditas Medicine, Inc. | COM | 429 | $3,501 | <0.1% | 歷史 |
| PPLPPL Corp | COM | 108 | $3,102 | <0.1% | 歷史 |
| XPOXPO, Inc. | COM | 70 | $3,093 | <0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 18 | $3,071 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 33 | $2,874 | <0.1% | 歷史 |
| ETREntergy Corp | COM | 25 | $2,690 | <0.1% | 歷史 |
| STEMStem, Inc. | CL A | 620 | $2,623 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 30 | $2,610 | <0.1% | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 91 | $2,533 | <0.1% | – |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 29 | $2,444 | <0.1% | – |
| KKellanova | Stock | 33 | $2,302 | <0.1% | 歷史 |