AE Wealth Management LLC
- SEC CIK
- 0001697723
- 最新申報
- 2026/8/3
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 2,143
- 較 2024 年第 4 季 +21
- 總值
- $118.9 億
- 較 2024 年第 4 季 +$1.03 億 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,694,316 | $3.76 億 | 3.2% | +62,833+3.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 818,083 | $3.07 億 | 2.6% | +63,271+8.4% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 5,898,675 | $2.90 億 | 2.4% | +964,373+19.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,525,842 | $2.74 億 | 2.3% | +232,587+10.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,026,775 | $1.95 億 | 1.6% | +46,118+4.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,422,045 | $1.95 億 | 1.6% | +99,910+4.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 334,268 | $1.88 億 | 1.6% | +28,255+9.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 355,535 | $1.83 億 | 1.5% | −7,529−2.1% | 減碼 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 3,743,384 | $1.55 億 | 1.3% | +424,942+12.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,066,709 | $1.36 億 | 1.1% | −277,111−11.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 231,761 | $1.34 億 | 1.1% | +34,905+17.7% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 599,558 | $1.26 億 | 1.1% | −50,464−7.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 797,167 | $1.23 億 | 1.0% | −51,975−6.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 231,310 | $1.23 億 | 1.0% | +7,098+3.2% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 3,320,283 | $1.10 億 | 0.9% | +112,290+3.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 2,128,282 | $1.09 億 | 0.9% | +76,253+3.7% | 加碼 | – |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 3,490,040 | $1.05 億 | 0.9% | +79,340+2.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 3,015,360 | $9,984 萬 | 0.8% | +71,867+2.4% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 1,946,850 | $9,872 萬 | 0.8% | +328,409+20.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 397,363 | $9,747 萬 | 0.8% | +16,541+4.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 801,342 | $9,530 萬 | 0.8% | +37,474+4.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 553,040 | $9,425 萬 | 0.8% | +41,985+8.2% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 880,921 | $8,915 萬 | 0.7% | −51,409−5.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 163,591 | $8,568 萬 | 0.7% | +13,550+9.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 511,144 | $8,558 萬 | 0.7% | +30,859+6.4% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 499,394 | $8,534 萬 | 0.7% | +12,112+2.5% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 2,208,340 | $8,489 萬 | 0.7% | +193,719+9.6% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 3,167,078 | $8,345 萬 | 0.7% | +514,758+19.4% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 267,037 | $8,341 萬 | 0.7% | +18,998+7.7% | 加碼 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 1,011,637 | $8,314 萬 | 0.7% | −57,108−5.3% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 723,208 | $7,277 萬 | 0.6% | +116,722+19.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 416,357 | $6,905 萬 | 0.6% | +28,219+7.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,265,400 | $6,829 萬 | 0.6% | +165,413+15.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 184,792 | $6,773 萬 | 0.6% | +9,689+5.5% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 729,467 | $6,772 萬 | 0.6% | −28,981−3.8% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 675,734 | $6,757 萬 | 0.6% | −184,132−21.4% | 減碼 | – |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 1,847,290 | $6,493 萬 | 0.5% | −2,267−0.1% | 減碼 | – |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 1,712,942 | $6,376 萬 | 0.5% | −9,051−0.5% | 減碼 | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 924,356 | $6,329 萬 | 0.5% | +88,534+10.6% | 加碼 | – |
| VVisa Inc. | Stock | 178,936 | $6,271 萬 | 0.5% | −1,535−0.9% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 1,057,312 | $6,232 萬 | 0.5% | −6,995−0.7% | 減碼 | – |
| Aim ETF Products Trust00888H646 | ALLIANZIM U S LA | 2,322,794 | $6,092 萬 | 0.5% | −17,541−0.7% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 979,801 | $6,046 萬 | 0.5% | +46,972+5.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,022,915 | $6,003 萬 | 0.5% | −142,673−12.2% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 645,865 | $5,972 萬 | 0.5% | +127,988+24.7% | 加碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 1,683,618 | $5,913 萬 | 0.5% | +20,929+1.3% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 1,204,805 | $5,875 萬 | 0.5% | −18,468−1.5% | 減碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 731,438 | $5,812 萬 | 0.5% | +85,471+13.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 223,040 | $5,780 萬 | 0.5% | +18,959+9.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 338,889 | $5,669 萬 | 0.5% | +20,684+6.5% | 加碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 650,568 | $5,498 萬 | 0.5% | +68,068+11.7% | 加碼 | – |
| MAMastercard Inc | Stock | 98,219 | $5,384 萬 | 0.5% | +8,541+9.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 250,506 | $5,249 萬 | 0.4% | +6,786+2.8% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 2,251,672 | $5,175 萬 | 0.4% | +154,855+7.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 62,643 | $5,174 萬 | 0.4% | −4,564−6.8% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 1,598,530 | $5,048 萬 | 0.4% | −77,118−4.6% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 314,363 | $4,990 萬 | 0.4% | +37,978+13.7% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H836 | US LRG CP BUF10 | 1,574,797 | $4,883 萬 | 0.4% | +2,329+0.1% | 加碼 | – |
| TAT&T Inc. | Stock | 1,682,878 | $4,759 萬 | 0.4% | −271,696−13.9% | 減碼 | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 931,837 | $4,659 萬 | 0.4% | +46,500+5.3% | 加碼 | – |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 935,651 | $4,652 萬 | 0.4% | +168,495+22.0% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 180,183 | $4,604 萬 | 0.4% | +21,801+13.8% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 1,012,876 | $4,594 萬 | 0.4% | +59,629+6.3% | 加碼 | 歷史 |
| Flexshares Tr33939L761 | CR SCD US BD | 936,535 | $4,526 萬 | 0.4% | +300,730+47.3% | 加碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 871,258 | $4,439 萬 | 0.4% | +111,512+14.7% | 加碼 | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 1,523,393 | $4,422 萬 | 0.4% | +82,718+5.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 2,004,010 | $4,403 萬 | 0.4% | +394,652+24.5% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 254,963 | $4,398 萬 | 0.4% | +2,796+1.1% | 加碼 | 歷史 |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 909,549 | $4,395 萬 | 0.4% | +105,002+13.1% | 加碼 | – |
| Fidelity Covington Trust316092378 | FIDELITY US MLTF | 1,319,340 | $4,375 萬 | 0.4% | +172,354+15.0% | 加碼 | – |
| Elevation Series Trust210322509 | TRUESHARES QUART | 1,743,156 | $4,321 萬 | 0.4% | +10,862+0.6% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 558,043 | $4,300 萬 | 0.4% | +62,403+12.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 75,092 | $4,201 萬 | 0.4% | −94,508−55.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 76,160 | $4,160 萬 | 0.3% | +5,119+7.2% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 894,980 | $4,145 萬 | 0.3% | −56,478−5.9% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 436,979 | $4,098 萬 | 0.3% | +11,554+2.7% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 669,959 | $4,021 萬 | 0.3% | +60,453+9.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 42,008 | $3,917 萬 | 0.3% | +27,625+192.1% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 204,726 | $3,902 萬 | 0.3% | +26,288+14.7% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 145,043 | $3,892 萬 | 0.3% | +4,759+3.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 424,574 | $3,811 萬 | 0.3% | −136,797−24.4% | 減碼 | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 744,128 | $3,801 萬 | 0.3% | −44,957−5.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 79,658 | $3,735 萬 | 0.3% | +11,944+17.6% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 292,979 | $3,691 萬 | 0.3% | −10,800−3.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 348,423 | $3,674 萬 | 0.3% | −5,439−1.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 475,477 | $3,597 萬 | 0.3% | −95,507−16.7% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 1,309,915 | $3,571 萬 | 0.3% | +27,257+2.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 580,520 | $3,448 萬 | 0.3% | +42,601+7.9% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 67,797 | $3,445 萬 | 0.3% | −40.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 791,226 | $3,302 萬 | 0.3% | +175,618+28.5% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 285,019 | $3,169 萬 | 0.3% | +3,011+1.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 32,252 | $3,051 萬 | 0.3% | +3,208+11.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 60,945 | $3,033 萬 | 0.3% | +956+1.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 293,374 | $3,014 萬 | 0.3% | +45,539+18.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 197,494 | $2,961 萬 | 0.2% | +7,843+4.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 543,953 | $2,906 萬 | 0.2% | +31,640+6.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 972,082 | $2,877 萬 | 0.2% | +310,814+47.0% | 加碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 1,026,029 | $2,819 萬 | 0.2% | +135,000+15.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 111,149 | $2,764 萬 | 0.2% | −1,191−1.1% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 597,259 | $2,752 萬 | 0.2% | −5,647−0.9% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（171 檔）
2024 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 171 檔。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FMCFMC Corp | COM NEW | 224,952 | $1,094 萬 | 0.1% | 歷史 |
| APAAPA Corp | Stock | 229,513 | $529.9 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 195,707 | $420.0 萬 | <0.1% | 歷史 |
| ARMArm Holdings PLC | ADR | 25,998 | $320.7 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 19,722 | $221.0 萬 | <0.1% | 歷史 |
| Neos ETF Trust Nasdaq 100 HDGD78433H667 | ETF | 31,752 | $82.7 萬 | <0.1% | – |
| CALMCal-Maine Foods Inc | COM NEW | 7,359 | $75.7 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 12,940 | $74.2 萬 | <0.1% | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 30,673 | $70.2 萬 | <0.1% | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 50,390 | $66.7 萬 | <0.1% | 歷史 |
| LIILennox International Inc | COM | 996 | $60.7 萬 | <0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 4,807 | $60.4 萬 | <0.1% | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 18,527 | $55.4 萬 | <0.1% | 歷史 |
| Calamos ETF Tr12811T407 | CEF INCOME & ARB | 19,623 | $54.1 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740U638 | FT VEST EQ ENHAN | 16,147 | $52.8 萬 | <0.1% | – |
| ITTItt Inc. | COM | 3,680 | $52.6 萬 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 2,852 | $47.1 萬 | <0.1% | 歷史 |
| ACMAecom | COM | 4,370 | $46.7 萬 | <0.1% | 歷史 |
| EHCEncompass Health Corp | COM | 4,698 | $43.4 萬 | <0.1% | 歷史 |
| GNTXGentex Corp | COM | 14,399 | $41.4 萬 | <0.1% | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 2,152 | $39.8 萬 | <0.1% | 歷史 |
| AVAAvista Corp | COM | 10,775 | $39.5 萬 | <0.1% | 歷史 |
| HRLHormel Foods Corp | COM | 12,563 | $39.4 萬 | <0.1% | 歷史 |
| CSLCarlisle Companies Inc | COM | 1,066 | $39.3 萬 | <0.1% | 歷史 |
| ARWArrow Electronics, Inc. | COM | 3,471 | $39.3 萬 | <0.1% | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 4,902 | $38.7 萬 | <0.1% | 歷史 |
| KBRKBR, Inc. | COM | 6,507 | $37.7 萬 | <0.1% | 歷史 |
| SUNSunoco LP | COM UT REP LP | 7,195 | $37.0 萬 | <0.1% | 歷史 |
| AWRAmerican States Water Co | COM | 4,599 | $35.7 萬 | <0.1% | 歷史 |
| TTCToro Co | COM | 4,328 | $34.7 萬 | <0.1% | 歷史 |
| OTTROtter Tail Corp | COM | 4,662 | $34.4 萬 | <0.1% | 歷史 |
| DINOHF Sinclair Corp | COM | 9,461 | $33.2 萬 | <0.1% | 歷史 |
| MKSIMKS Inc | COM | 3,148 | $32.9 萬 | <0.1% | 歷史 |
| NVSTEnvista Holdings Corp | COM | 16,651 | $32.1 萬 | <0.1% | 歷史 |
| KRCKilroy Realty Corp | COM | 7,931 | $32.1 萬 | <0.1% | 歷史 |
| RRXRegal Rexnord Corp | COM | 2,031 | $31.5 萬 | <0.1% | 歷史 |
| First Tr Exch Traded FD III33740J203 | EQUITY MARKET NE | 15,787 | $31.4 萬 | <0.1% | – |
| WSCWillScot Holdings Corp | COM CL A | 9,058 | $30.3 萬 | <0.1% | 歷史 |
| Amplify ETF Tr032108821 | BLACKSWAN ISWN | 16,663 | $29.9 萬 | <0.1% | – |
| AAAlcoa Corp | Stock | 7,681 | $29.0 萬 | <0.1% | 歷史 |
| OCOwens Corning | Stock | 1,691 | $28.8 萬 | <0.1% | 歷史 |
| WALWestern Alliance Bancorporation | COM | 3,296 | $27.5 萬 | <0.1% | 歷史 |
| ProShares Tr74347G242 | S&P 500 HIGH ETF | 6,091 | $27.0 萬 | <0.1% | – |
| ALTRAltair Engineering Inc. | COM CL A | 2,461 | $26.9 萬 | <0.1% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 2,314 | $26.7 萬 | <0.1% | 歷史 |
| ICFIICF International, Inc. | Stock | 2,215 | $26.4 萬 | <0.1% | 歷史 |
| ARRArmour Residential REIT, Inc. | COM SHS | 13,920 | $26.3 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 2,489 | $26.1 萬 | <0.1% | 歷史 |
| MCMoelis & Co | CL A | 3,520 | $26.0 萬 | <0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 9,990 | $25.7 萬 | <0.1% | 歷史 |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 3,280 | $25.4 萬 | <0.1% | 歷史 |
| MNRMach Natural Resources LP | COM UN LT PA IN | 14,231 | $24.4 萬 | <0.1% | 歷史 |
| MSAMSA Safety Inc | COM | 1,438 | $23.8 萬 | <0.1% | 歷史 |
| BNSBank of Nova Scotia | COM | 4,376 | $23.5 萬 | <0.1% | 歷史 |
| CMCCommercial Metals Co | Stock | 4,626 | $23.0 萬 | <0.1% | 歷史 |
| WDCWestern Digital Corp | COM | 3,796 | $22.6 萬 | <0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 23,953 | $22.5 萬 | <0.1% | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 3,671 | $22.3 萬 | <0.1% | 歷史 |
| WATWaters Corp | COM | 584 | $21.7 萬 | <0.1% | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 7,158 | $21.6 萬 | <0.1% | 歷史 |
| CLWClearwater Paper Corp | COM | 7,171 | $21.3 萬 | <0.1% | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 5,093 | $21.3 萬 | <0.1% | 歷史 |
| TRSTrimas Corp | COM NEW | 8,641 | $21.3 萬 | <0.1% | 歷史 |
| FNVFranco Nevada Corp | Stock | 1,801 | $21.2 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 1,206 | $20.9 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 541 | $20.7 萬 | <0.1% | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,319 | $20.5 萬 | <0.1% | 歷史 |
| CPBCAMPBELL'S Co | COM | 4,853 | $20.3 萬 | <0.1% | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 2,374 | $20.1 萬 | <0.1% | 歷史 |
| ANFAbercrombie & Fitch Co | CL A | 1,344 | $20.1 萬 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 633 | $20.0 萬 | <0.1% | 歷史 |
| VREVeris Residential, Inc. | COM | 10,410 | $17.3 萬 | <0.1% | 歷史 |
| CLMCornerstone Strategic Investment Fund, Inc. | COM | 20,145 | $17.3 萬 | <0.1% | 歷史 |
| EFCEllington Financial Inc. | COM | 13,091 | $15.9 萬 | <0.1% | 歷史 |
| Timothy Plan887432284 | US LARGE MID CP | 5,648 | $14.4 萬 | <0.1% | – |
| CRNCCerence Inc. | COM | 17,801 | $14.0 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 13,228 | $11.7 萬 | <0.1% | 歷史 |
| DCGODocGo Inc. | COM | 24,411 | $10.4 萬 | <0.1% | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 13,072 | $10.3 萬 | <0.1% | 歷史 |
| Timothy Plan887432326 | HIG DV STK ETF | 2,665 | $9.69 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740U570 | VEST US MAX BUFF | 2,900 | $9.11 萬 | <0.1% | – |
| SPCEVirgin Galactic Holdings, Inc | Stock | 13,482 | $7.93 萬 | <0.1% | 歷史 |
| Timothy Plan887432359 | US LRGMD CP CORE | 1,570 | $6.72 萬 | <0.1% | – |
| JRVRJames River Group Holdings, Inc. | COM | 13,742 | $6.69 萬 | <0.1% | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 11,663 | $6.64 萬 | <0.1% | 歷史 |
| ACCDAccolade, Inc. | COM | 17,734 | $6.07 萬 | <0.1% | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 1,088 | $5.50 萬 | <0.1% | – |
| BEEMBeam Global | COM | 16,585 | $5.26 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 604 | $5.19 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F292 | FT VEST US SMALL | 2,250 | $4.84 萬 | <0.1% | – |
| INDIindie Semiconductor, Inc. | CLASS A COM | 11,670 | $4.73 萬 | <0.1% | 歷史 |
| NOVASunnova Energy International Inc. | COM | 11,278 | $3.87 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 1,084 | $2.64 萬 | <0.1% | – |
| Timothy Plan887432276 | HIGH DIVIDEND | 1,055 | $2.62 萬 | <0.1% | – |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 996 | $2.50 萬 | <0.1% | – |
| Timothy Plan887432342 | U S SM CP CORE | 613 | $2.39 萬 | <0.1% | – |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 500 | $2.27 萬 | <0.1% | – |
| Innovator ETFs Tr45783Y665 | GRADIENT TACTIC | 907 | $2.23 萬 | <0.1% | – |
| Sound Enhanced Fixed Income ETF886364819 | ETF | 1,225 | $2.22 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 1,028 | $2.07 萬 | <0.1% | – |