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 |
|---|---|---|---|---|---|---|---|
| LPLALPL Financial Holdings Inc. | COM | 1,822 | $59.5 萬 | <0.1% | +1,822 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 5,704 | $60.4 萬 | <0.1% | +927+19.4% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 9,979 | $60.8 萬 | <0.1% | +3,641+57.4% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 12,795 | $61.6 萬 | <0.1% | +12,795 | 新進 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 12,447 | $62.2 萬 | <0.1% | +12,447 | 新進 | – |
| LNGCheniere Energy, Inc. | COM NEW | 2,929 | $62.9 萬 | <0.1% | +838+40.1% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,067 | $64.0 萬 | <0.1% | +257+31.7% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 7,982 | $64.5 萬 | <0.1% | +2,868+56.1% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 19,904 | $65.1 萬 | <0.1% | +8,844+80.0% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 20,300 | $65.2 萬 | <0.1% | −193−0.9% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 4,298 | $65.4 萬 | <0.1% | +192+4.7% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 6,078 | $65.7 萬 | <0.1% | +6,078 | 新進 | 歷史 |
| KRCKilroy Realty Corp | COM | 16,251 | $66.6 萬 | <0.1% | +16,251 | 新進 | 歷史 |
| PINCPremier, Inc. | CL A | 31,509 | $66.8 萬 | <0.1% | +31,509 | 新進 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 8,870 | $67.2 萬 | <0.1% | +1,396+18.7% | 加碼 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 9,233 | $68.4 萬 | <0.1% | +348+3.9% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,692 | $68.8 萬 | <0.1% | +3,692 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 2,804 | $69.3 萬 | <0.1% | +9+0.3% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 2,869 | $69.5 萬 | <0.1% | +12+0.4% | 加碼 | – |
| EXCExelon Corp | Stock | 18,484 | $69.6 萬 | <0.1% | +3,567+23.9% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 4,040 | $70.3 萬 | <0.1% | +56+1.4% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 12,095 | $70.9 萬 | <0.1% | 00.0% | 不變 | – |
| VSTVistra Corp. | Stock | 5,178 | $71.4 萬 | <0.1% | +1,786+52.7% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,091 | $71.7 萬 | <0.1% | +265+14.5% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 9,200 | $72.8 萬 | <0.1% | +9,200 | 新進 | – |
| OTISOtis Worldwide Corp | Stock | 8,070 | $74.7 萬 | <0.1% | +971+13.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 4,194 | $74.8 萬 | <0.1% | +1,603+61.9% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 2,526 | $75.6 萬 | <0.1% | +1,010+66.6% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 10,143 | $76.1 萬 | <0.1% | +1,023+11.2% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 18,028 | $78.2 萬 | <0.1% | +2,799+18.4% | 加碼 | 歷史 |
| BWFGBankwell Financial Group, Inc. | COM | 25,823 | $80.4 萬 | <0.1% | −2,212−7.9% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,400 | $80.5 萬 | <0.1% | +644+13.5% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,650 | $80.7 萬 | <0.1% | +725+24.8% | 加碼 | 歷史 |
| GTESGates Industrial Corp Ltd. | ORD SHS | 39,376 | $81.0 萬 | <0.1% | +15,854+67.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 16,097 | $82.3 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 18,144 | $82.8 萬 | <0.1% | +18,144 | 新進 | – |
| MQMarqeta, Inc. | CLASS A COM | 221,151 | $83.8 萬 | <0.1% | −16,947−7.1% | 減碼 | 歷史 |
| BOXBox Inc | CL A | 26,596 | $84.0 萬 | <0.1% | +6,017+29.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,102 | $84.7 萬 | <0.1% | 00.0% | 不變 | – |
| TRGPTarga Resources Corp. | COM | 4,797 | $85.6 萬 | <0.1% | +775+19.3% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 5,871 | $86.8 萬 | <0.1% | +1,916+48.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 6,753 | $87.2 萬 | <0.1% | +2,482+58.1% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 9,796 | $88.2 萬 | <0.1% | −2,752−21.9% | 減碼 | – |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 53,155 | $90.0 萬 | <0.1% | +53,155 | 新進 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 46,484 | $90.3 萬 | <0.1% | +21,469+85.8% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 13,478 | $90.4 萬 | <0.1% | +13,478 | 新進 | – |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 10,079 | $90.9 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 17,382 | $96.7 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 15,085 | $98.2 萬 | <0.1% | 00.0% | 不變 | – |
| CMECME Group Inc. | COM | 4,134 | $98.6 萬 | <0.1% | +526+14.6% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,396 | $99.4 萬 | <0.1% | +6+0.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 11,499 | $101.1 萬 | <0.1% | +750+7.0% | 加碼 | – |
| APPAppLovin Corp | COM CL A | 3,145 | $101.8 萬 | <0.1% | +3,145 | 新進 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 11,444 | $102.3 萬 | <0.1% | +248+2.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,796 | $102.5 萬 | <0.1% | +395+28.2% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 12,558 | $102.8 萬 | <0.1% | +1,830+17.1% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 25,367 | $102.9 萬 | <0.1% | +20,242+395.0% | 加碼 | – |
| EQIXEquinix Inc | COM | 1,107 | $104.4 萬 | <0.1% | +298+36.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 38,451 | $105.4 萬 | <0.1% | +9,873+34.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,532 | $106.2 萬 | <0.1% | −15−1.0% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,318 | $109.5 萬 | <0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 57,532 | $112.7 萬 | <0.1% | +22,512+64.3% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 53,010 | $116.5 萬 | <0.1% | −20,396−27.8% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 5,091 | $117.7 萬 | <0.1% | +2,347+85.5% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 20,798 | $118.5 萬 | <0.1% | +281+1.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,412 | $118.6 萬 | <0.1% | +87+1.4% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,964 | $119.0 萬 | <0.1% | +352+9.7% | 加碼 | 歷史 |
| YEXTYext, Inc. | COM | 188,039 | $119.6 萬 | <0.1% | +3,409+1.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 11,371 | $120.2 萬 | <0.1% | −1,073−8.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,154 | $120.9 萬 | <0.1% | 00.0% | 不變 | – |
| MNSTMonster Beverage Corp | COM | 23,490 | $123.5 萬 | <0.1% | +8,726+59.1% | 加碼 | 歷史 |
| XELBXCel Brands, Inc. | COM NEW | 2,452,593 | $124.8 萬 | <0.1% | +210,000+9.4% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 12,652 | $126.0 萬 | <0.1% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 1,072 | $127.2 萬 | <0.1% | +243+29.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 16,772 | $127.3 萬 | <0.1% | +306+1.9% | 加碼 | – |
| NETCloudflare, Inc. | CL A COM | 11,838 | $127.5 萬 | <0.1% | +1,076+10.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,274 | $130.0 萬 | <0.1% | +171+8.1% | 加碼 | 歷史 |
| GGenpact LTD | SHS | 30,832 | $132.4 萬 | <0.1% | +10,375+50.7% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 17,414 | $132.8 萬 | <0.1% | +709+4.2% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 18,728 | $135.5 萬 | 0.1% | +668+3.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 16,315 | $139.2 萬 | 0.1% | +4,025+32.8% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 4,931 | $139.3 萬 | 0.1% | +30+0.6% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,157 | $141.2 萬 | 0.1% | +732+30.2% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 13,136 | $141.9 萬 | 0.1% | +2,650+25.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 17,894 | $144.2 萬 | 0.1% | +3,497+24.3% | 加碼 | 歷史 |
| NCNOnCino, Inc. | COM | 43,113 | $144.8 萬 | 0.1% | −8,636−16.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 4,504 | $148.3 萬 | 0.1% | +765+20.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 13,787 | $148.5 萬 | 0.1% | +5,458+65.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,269 | $151.0 萬 | 0.1% | +2,961+46.9% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 6,929 | $155.0 萬 | 0.1% | +1,337+23.9% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 7,775 | $158.5 萬 | 0.1% | +2,352+43.4% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 23,853 | $161.1 萬 | 0.1% | +1,911+8.7% | 加碼 | 歷史 |
| FROGJFrog Ltd | Stock | 54,873 | $161.4 萬 | 0.1% | −1,046−1.9% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 30,400 | $161.9 萬 | 0.1% | +3,117+11.4% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 31,084 | $163.6 萬 | 0.1% | −301−1.0% | 減碼 | – |
| WMWaste Management Inc | Stock | 8,119 | $163.8 萬 | 0.1% | +1,447+21.7% | 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 |
| CARRCarrier Global Corp | Stock | 24,240 | $166.0 萬 | 0.1% | +2,321+10.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 64,639 | $169.3 萬 | 0.1% | −618,870−90.5% | 減碼 | – |
| TTTrane Technologies plc | SHS | 4,695 | $173.4 萬 | 0.1% | +414+9.7% | 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 |