Summit Trail Advisors, LLC
- SEC CIK
- 0001698478
- 最新申報
- 2026/8/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 390
- 較 2024 年第 3 季 −329
- 總值
- $27.1 億
- 較 2024 年第 3 季 −$13.2 億 (−32.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 21,845,010 | $11.0 億 | 40.6% | +4,151,073+23.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,791,839 | $2.20 億 | 8.1% | −200,712−5.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 677,992 | $1.57 億 | 5.8% | +11,370+1.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 819,821 | $1.44 億 | 5.3% | +82,537+11.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 349,459 | $6,223 萬 | 2.3% | +14,398+4.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 538,504 | $6,178 萬 | 2.3% | +5,927+1.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 78,000 | $4,587 萬 | 1.7% | +3,007+4.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 221,255 | $4,214 萬 | 1.6% | +19,828+9.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 312,177 | $4,192 萬 | 1.5% | +102,182+48.7% | 加碼 | 歷史 |
| AONAon plc | CL A | 113,066 | $4,061 萬 | 1.5% | −33,192−22.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 171,151 | $3,240 萬 | 1.2% | +27,027+18.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 230,587 | $3,172 萬 | 1.2% | −158,753−40.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 504,019 | $2,932 萬 | 1.1% | +413,153+454.7% | 加碼 | – |
| APOApollo Global Management, Inc. | COM | 162,404 | $2,682 萬 | 1.0% | −1,013−0.6% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 352,011 | $2,662 萬 | 1.0% | −27,694−7.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 72,455 | $2,479 萬 | 0.9% | +985+1.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 89,722 | $2,151 萬 | 0.8% | +10,879+13.8% | 加碼 | 歷史 |
| ARAntero Resources Corp | COM | 581,165 | $2,037 萬 | 0.8% | +890.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 306,642 | $2,004 萬 | 0.7% | +306,642 | 新進 | – |
| DDOGDatadog, Inc. | CL A COM | 137,502 | $1,965 萬 | 0.7% | +502+0.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 338,503 | $1,851 萬 | 0.7% | +71,200+26.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 29,710 | $1,740 萬 | 0.6% | +7,711+35.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 38,066 | $1,537 萬 | 0.6% | +11,320+42.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 45,388 | $1,519 萬 | 0.6% | +2,647+6.2% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 57,351 | $1,424 萬 | 0.5% | −8,168−12.5% | 減碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 50,413 | $1,187 萬 | 0.4% | −1,994−3.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 158,726 | $1,116 萬 | 0.4% | +106,099+201.6% | 加碼 | – |
| DLOdLocal Ltd | CLASS A COM | 940,820 | $1,059 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 214,606 | $971.5 萬 | 0.4% | +15,674+7.9% | 加碼 | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 255,743 | $959.5 萬 | 0.4% | +49,719+24.1% | 加碼 | – |
| MAMastercard Inc | Stock | 18,201 | $958.4 萬 | 0.4% | +1,863+11.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,370 | $858.6 萬 | 0.3% | +2,797+42.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 26,977 | $852.6 萬 | 0.3% | +6,350+30.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 136,166 | $821.4 萬 | 0.3% | +73,027+115.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,003 | $809.5 萬 | 0.3% | +2,372+17.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 68,874 | $740.9 萬 | 0.3% | +19,705+40.1% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 41,217 | $691.4 萬 | 0.3% | +2,487+6.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,703 | $597.5 萬 | 0.2% | +1,552+30.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,131 | $561.8 萬 | 0.2% | +189+20.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 56,022 | $561.7 萬 | 0.2% | +21,148+60.6% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 104,440 | $556.8 萬 | 0.2% | −2,791−2.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 29,476 | $523.8 萬 | 0.2% | +5,053+20.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 88,046 | $521.2 萬 | 0.2% | +12,247+16.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 21,066 | $510.1 萬 | 0.2% | +73+0.3% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 94,693 | $502.3 萬 | 0.2% | +22,021+30.3% | 加碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 144,740 | $501.8 萬 | 0.2% | +80+0.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 8,069 | $501.7 萬 | 0.2% | +517+6.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 94,991 | $480.4 萬 | 0.2% | +89,020+1,490.9% | 加碼 | – |
| TAT&T Inc. | Stock | 196,060 | $446.4 萬 | 0.2% | +26,126+15.4% | 加碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 510,775 | $444.4 萬 | 0.2% | +358+0.1% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 43,949 | $442.1 萬 | 0.2% | +43,949 | 新進 | – |
| SOFISoFi Technologies, Inc. | Stock | 277,535 | $427.4 萬 | 0.2% | −2,929−1.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 105,702 | $422.7 萬 | 0.2% | +16,349+18.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 25,172 | $419.5 萬 | 0.2% | +4,831+23.8% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 79,128 | $413.2 萬 | 0.2% | +68,092+617.0% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 49,543 | $389.5 萬 | 0.1% | −249−0.5% | 減碼 | – |
| DVADavita Inc. | COM | 25,416 | $380.1 萬 | 0.1% | +2,107+9.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 9,023 | $377.8 萬 | 0.1% | +506+5.9% | 加碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 170,079 | $377.6 萬 | 0.1% | +170,079 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 21,053 | $363.0 萬 | 0.1% | +6,707+46.8% | 加碼 | 歷史 |
| RAMPLiveRamp Holdings, Inc. | COM | 115,924 | $352.1 萬 | 0.1% | +625+0.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,602 | $344.6 萬 | 0.1% | +1,150+21.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 9,754 | $343.2 萬 | 0.1% | +3,572+57.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,136 | $317.3 萬 | 0.1% | +77+1.1% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 38,837 | $314.5 萬 | 0.1% | +21,342+122.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,354 | $306.6 萬 | 0.1% | +1,882+54.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,944 | $301.8 萬 | 0.1% | +477+19.3% | 加碼 | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 750,691 | $286.0 萬 | 0.1% | −3,757−0.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,646 | $280.6 萬 | 0.1% | +420+18.9% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 11,908 | $267.2 萬 | 0.1% | +7+0.1% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 18,937 | $264.2 萬 | 0.1% | +4,508+31.2% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 26,126 | $259.1 萬 | 0.1% | +2,056+8.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,050 | $251.5 萬 | 0.1% | +1,636+47.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 65,915 | $247.4 萬 | 0.1% | +7,851+13.5% | 加碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 45,907 | $245.1 萬 | 0.1% | −4,663−9.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,532 | $244.9 萬 | 0.1% | +465+4.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q804 | ENERGY INM PARTN | 99,142 | $243.0 萬 | 0.1% | +22,286+29.0% | 加碼 | – |
| PATHUiPath, Inc. | Stock | 190,311 | $241.9 萬 | 0.1% | −194,549−50.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 32,407 | $232.3 萬 | 0.1% | +5,936+22.4% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 25,907 | $230.0 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 61,712 | $220.0 萬 | 0.1% | +35,393+134.5% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 28,951 | $219.1 萬 | 0.1% | −108,001−78.9% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 23,203 | $215.1 萬 | 0.1% | +23,203 | 新進 | – |
| ETNEaton Corp plc | Stock | 6,321 | $209.8 萬 | 0.1% | +1,242+24.5% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 22,486 | $207.7 萬 | 0.1% | +9,723+76.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 58,231 | $198.7 萬 | 0.1% | +608+1.1% | 加碼 | – |
| TENBTenable Holdings, Inc. | COM | 48,977 | $192.9 萬 | 0.1% | +57+0.1% | 加碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 115,967 | $184.4 萬 | 0.1% | +1,497+1.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 6,625 | $183.7 萬 | 0.1% | +299+4.7% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,409 | $177.6 萬 | 0.1% | +1,145+35.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,695 | $173.4 萬 | 0.1% | +414+9.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 64,639 | $169.3 萬 | 0.1% | −618,870−90.5% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 24,240 | $166.0 萬 | 0.1% | +2,321+10.6% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 28,668 | $164.7 萬 | 0.1% | −574−2.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,119 | $163.8 萬 | 0.1% | +1,447+21.7% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 31,084 | $163.6 萬 | 0.1% | −301−1.0% | 減碼 | – |
| GMGeneral Motors Co | COM | 30,400 | $161.9 萬 | 0.1% | +3,117+11.4% | 加碼 | 歷史 |
| FROGJFrog Ltd | Stock | 54,873 | $161.4 萬 | 0.1% | −1,046−1.9% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 23,853 | $161.1 萬 | 0.1% | +1,911+8.7% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 7,775 | $158.5 萬 | 0.1% | +2,352+43.4% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（416 檔）
2024 年第 3 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 416 檔。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 895,784 | $4.74 億 | 11.8% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,673,721 | $1.69 億 | 4.2% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,687,101 | $8,073 萬 | 2.0% | – |
| AAPLApple Inc. | Stock | 317,612 | $7,400 萬 | 1.8% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,268,643 | $6,700 萬 | 1.7% | – |
| MSFTMicrosoft Corp | Stock | 124,178 | $5,343 萬 | 1.3% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 142,216 | $5,338 萬 | 1.3% | – |
| EXPDExpeditors International of Washington Inc | COM | 370,993 | $4,875 萬 | 1.2% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 120,776 | $3,430 萬 | 0.9% | – |
| Kraneshares Tr500767553 | CALIFORNIA CARB | 1,555,928 | $3,355 萬 | 0.8% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 380,895 | $2,861 萬 | 0.7% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 341,991 | $2,860 萬 | 0.7% | – |
| AMZNAmazon Com Inc | Stock | 122,470 | $2,282 萬 | 0.6% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 37,865 | $1,743 萬 | 0.4% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 73,700 | $1,628 萬 | 0.4% | – |
| CATCaterpillar Inc | Stock | 39,784 | $1,556 萬 | 0.4% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 280,987 | $1,482 萬 | 0.4% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 238,243 | $1,371 萬 | 0.3% | – |
| TNETTrinet Group, Inc. | COM | 135,878 | $1,318 萬 | 0.3% | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 97,085 | $1,162 萬 | 0.3% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,809 | $1,115 萬 | 0.3% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 92,578 | $1,083 萬 | 0.3% | – |
| LMTLockheed Martin Corp | Stock | 17,931 | $1,048 萬 | 0.3% | 歷史 |
| IAUiShares Gold Trust | ETF | 183,389 | $911.4 萬 | 0.2% | 歷史 |
| JNJJohnson & Johnson | Stock | 53,162 | $861.5 萬 | 0.2% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 14,803 | $853.9 萬 | 0.2% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 29,458 | $778.0 萬 | 0.2% | – |
| HDHome Depot, Inc. | Stock | 18,364 | $744.1 萬 | 0.2% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 55,756 | $700.4 萬 | 0.2% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 150,550 | $690.4 萬 | 0.2% | – |
| CVXChevron Corp | Stock | 46,015 | $677.7 萬 | 0.2% | 歷史 |
| LLYEli Lilly & Co | Stock | 7,549 | $668.8 萬 | 0.2% | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 358,652 | $660.6 萬 | 0.2% | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 196,178 | $621.1 萬 | 0.2% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 30,691 | $610.4 萬 | 0.2% | – |
| iShares Tr464287622 | RUS 1000 ETF | 18,549 | $583.2 萬 | 0.1% | – |
| PMPhilip Morris International Inc. | Stock | 46,972 | $576.5 萬 | 0.1% | 歷史 |
| BACBank of America Corp | Stock | 139,480 | $553.5 萬 | 0.1% | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,077 | $492.6 萬 | 0.1% | – |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $483.8 萬 | 0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 72,675 | $452.9 萬 | 0.1% | – |
| SCHWSchwab Charles Corp | Stock | 67,351 | $436.5 萬 | 0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 77,431 | $415.3 萬 | 0.1% | – |
| MDLZMondelez International, Inc. | Stock | 50,994 | $378.1 萬 | 0.1% | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 17,154 | $377.5 萬 | 0.1% | – |
| PEPPepsiCo Inc | Stock | 22,056 | $375.1 萬 | 0.1% | 歷史 |
| ALLAllstate Corp | Stock | 19,573 | $373.0 萬 | 0.1% | 歷史 |
| iShares Inc464286426 | MSCI EM ASIA ETF | 47,331 | $370.8 萬 | 0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 22,466 | $368.6 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 65,138 | $368.0 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 44,872 | $362.3 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 12,934 | $350.3 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,262 | $336.3 萬 | 0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 37,447 | $334.7 萬 | 0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 5,378 | $332.9 萬 | 0.1% | 歷史 |
| PFEPfizer Inc | Stock | 113,684 | $329.0 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 24,242 | $327.4 萬 | 0.1% | – |
| PGProcter & Gamble Co | Stock | 18,852 | $326.5 萬 | 0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 11,906 | $322.9 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 28,035 | $319.6 萬 | 0.1% | 歷史 |
| DHRDanaher Corp | Stock | 11,426 | $318.0 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 91,293 | $315.2 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 45,825 | $310.9 萬 | 0.1% | – |
| iShares Tr464288273 | EAFE SML CP ETF | 43,500 | $294.5 萬 | 0.1% | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 82,044 | $279.1 萬 | 0.1% | – |
| PGRProgressive Corp | Stock | 10,975 | $278.5 萬 | 0.1% | 歷史 |
| RTXRTX Corp | Stock | 22,987 | $278.5 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 6,573 | $275.3 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 23,915 | $274.7 萬 | 0.1% | 歷史 |
| UDMYUdemy, Inc. | COM | 366,795 | $272.9 萬 | 0.1% | 歷史 |
| EDConsolidated Edison Inc | Stock | 25,651 | $267.1 萬 | 0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 20,952 | $265.7 萬 | 0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 35,011 | $260.3 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 13,771 | $260.1 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 4,175 | $259.3 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 22,007 | $258.7 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 49,473 | $256.0 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 14,787 | $251.4 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,929 | $245.4 萬 | 0.1% | – |
| AMGNAmgen Inc | Stock | 7,552 | $243.3 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,068 | $233.0 萬 | 0.1% | – |
| FISVFiserv Inc | Stock | 12,538 | $225.2 萬 | 0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 24,403 | $217.7 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 32,539 | $203.7 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,181 | $203.0 萬 | 0.1% | 歷史 |
| SYKStryker Corp | Stock | 5,494 | $198.9 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,109 | $197.7 萬 | <0.1% | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 16,231 | $194.0 萬 | <0.1% | – |
| MCDMcDonalds Corp | Stock | 6,324 | $192.6 萬 | <0.1% | 歷史 |
| KOCoca Cola Co | Stock | 26,286 | $190.1 萬 | <0.1% | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 10,401 | $189.3 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,545 | $184.4 萬 | <0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 28,332 | $178.5 萬 | <0.1% | – |
| NEMNEWMONT Corp | Stock | 32,940 | $176.1 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,884 | $175.1 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 16,857 | $174.8 萬 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 7,523 | $173.2 萬 | <0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 8,524 | $172.2 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,091 | $168.7 萬 | <0.1% | – |
| TGTTarget Corp | Stock | 10,797 | $168.3 萬 | <0.1% | 歷史 |