EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/7 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 2,038
- 較 2022 年第 2 季 +290
- 總值
- $4.37 億
- 較 2022 年第 2 季 +$4,888 萬 (+12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 44,306 | $84.9 萬 | 0.2% | +44,306 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 25,728 | $81.4 萬 | 0.2% | +25,499+11,134.9% | 加碼 | – |
| WRBBerkley W R Corp | COM | 12,430 | $80.3 萬 | 0.2% | −1,564−11.2% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 13,323 | $80.1 萬 | 0.2% | +12,549+1,621.3% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 19,635 | $79.2 萬 | 0.2% | −467−2.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,233 | $78.7 萬 | 0.2% | −1,072−14.7% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 17,570 | $78.2 萬 | 0.2% | −4,973−22.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,558 | $78.0 萬 | 0.2% | +189+5.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 9,020 | $77.7 萬 | 0.2% | +3,856+74.7% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 10,111 | $77.6 萬 | 0.2% | +8,379+483.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 65,015 | $77.2 萬 | 0.2% | +64,662+18,317.8% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 33,374 | $75.9 萬 | 0.2% | +33,374 | 新進 | 歷史 |
| LINLinde PLC | SHS | 2,812 | $75.8 萬 | 0.2% | −98−3.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,278 | $75.7 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,587 | $75.0 萬 | 0.2% | +4,575+38,125.0% | 加碼依 3 比 1 拆股換算 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,545 | $74.8 萬 | 0.2% | +1,032+18.7% | 加碼 | – |
| CBChubb Ltd | Stock | 3,999 | $72.7 萬 | 0.2% | −365−8.4% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 7,777 | $72.2 萬 | 0.2% | −634−7.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,250 | $71.9 萬 | 0.2% | +2,089+33.9% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 6,330 | $71.6 萬 | 0.2% | +4,275+208.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,195 | $69.8 萬 | 0.2% | −470−8.3% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 14,153 | $69.7 萬 | 0.2% | −16,550−53.9% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 30,590 | $69.7 萬 | 0.2% | +9,158+42.7% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 10,502 | $69.5 萬 | 0.2% | −8,977−46.1% | 減碼 | – |
| MOSMosaic Co | COM | 14,402 | $69.5 萬 | 0.2% | +13,992+3,412.7% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 6,924 | $68.8 萬 | 0.2% | +5,857+548.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,813 | $68.3 萬 | 0.2% | +371+2.6% | 加碼 | – |
| MCKMcKesson Corp | Stock | 2,008 | $68.2 萬 | 0.2% | +1,912+1,991.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,114 | $67.5 萬 | 0.2% | −19−0.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 3,424 | $66.7 萬 | 0.2% | −808−19.1% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,660 | $66.6 萬 | 0.2% | +1,644+10,275.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,852 | $66.3 萬 | 0.2% | −326−4.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,821 | $66.2 萬 | 0.2% | +9,168+554.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,073 | $65.2 萬 | 0.1% | −632−7.3% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,137 | $64.3 萬 | 0.1% | +2,582+465.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,090 | $63.4 萬 | 0.1% | −1,264−23.6% | 減碼 | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 13,188 | $63.4 萬 | 0.1% | +29+0.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,372 | $63.3 萬 | 0.1% | +397+20.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,775 | $63.1 萬 | 0.1% | +889+6.0% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 2,951 | $62.6 萬 | 0.1% | −362−10.9% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 13,530 | $62.2 萬 | 0.1% | −7,956−37.0% | 減碼 | – |
| ZBRAZebra Technologies Corp | CL A | 2,367 | $62.0 萬 | 0.1% | −125−5.0% | 減碼 | 歷史 |
| POOLPool Corp | COM | 1,948 | $62.0 萬 | 0.1% | −239−10.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,586 | $61.4 萬 | 0.1% | −105−6.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 5,643 | $60.3 萬 | 0.1% | +4,837+600.1% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,447 | $60.1 萬 | 0.1% | +3,714+99.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 13,069 | $60.1 萬 | 0.1% | +5,655+76.3% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 10,356 | $59.5 萬 | 0.1% | −2,042−16.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,158 | $59.3 萬 | 0.1% | +1,289+26.5% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 14,701 | $59.0 萬 | 0.1% | −163−1.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,249 | $59.0 萬 | 0.1% | +3,757+150.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,605 | $58.9 萬 | 0.1% | −221−7.8% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 10,156 | $58.6 萬 | 0.1% | +10,156 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 2,252 | $58.1 萬 | 0.1% | +199+9.7% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 9,420 | $57.4 萬 | 0.1% | +9,246+5,313.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 19,414 | $57.0 萬 | 0.1% | −6,931−26.3% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 25,366 | $56.3 萬 | 0.1% | +6,754+36.3% | 加碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 6,968 | $56.1 萬 | 0.1% | +6,629+1,955.5% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,437 | $56.1 萬 | 0.1% | −2,030−15.1% | 減碼 | – |
| CRLCharles River Laboratories International, Inc. | COM | 2,847 | $56.0 萬 | 0.1% | −337−10.6% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 12,775 | $55.5 萬 | 0.1% | −4,723−27.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,702 | $54.8 萬 | 0.1% | −283−4.1% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 2,251 | $54.0 萬 | 0.1% | −390−14.8% | 減碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 17,301 | $52.9 萬 | 0.1% | −2,082−10.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,343 | $52.8 萬 | 0.1% | −632−21.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,311 | $52.4 萬 | 0.1% | +589+10.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,154 | $52.3 萬 | 0.1% | +256+28.5% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 5,954 | $52.2 萬 | 0.1% | −949−13.7% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 4,894 | $52.0 萬 | 0.1% | −437−8.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 17,022 | $51.5 萬 | 0.1% | −360−2.1% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 2,818 | $51.4 萬 | 0.1% | −377−11.8% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 1,054 | $51.1 萬 | 0.1% | −12−1.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,201 | $50.9 萬 | 0.1% | −842−9.3% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,060 | $49.9 萬 | 0.1% | −64−5.7% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 7,777 | $49.7 萬 | 0.1% | −986−11.3% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 3,137 | $49.4 萬 | 0.1% | +3,023+2,651.8% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 8,954 | $49.1 萬 | 0.1% | −1,718−16.1% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 1,857 | $49.0 萬 | 0.1% | −103−5.3% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,951 | $47.9 萬 | 0.1% | +56+1.9% | 加碼 | – |
| PKGPackaging Corp of America | Stock | 4,260 | $47.8 萬 | 0.1% | +4,236+17,650.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 4,739 | $47.2 萬 | 0.1% | +243+5.4% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 1,978 | $47.0 萬 | 0.1% | +64+3.3% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 2,737 | $46.9 萬 | 0.1% | −336−10.9% | 減碼 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 12,385 | $46.5 萬 | 0.1% | +12,385 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 6,134 | $46.2 萬 | 0.1% | −715−10.4% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,365 | $46.2 萬 | 0.1% | +838+15.2% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 1,635 | $45.6 萬 | 0.1% | +1,341+456.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,650 | $45.4 萬 | 0.1% | −189−10.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,761 | $45.4 萬 | 0.1% | +285+19.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,203 | $45.3 萬 | 0.1% | +821+214.9% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 4,352 | $45.3 萬 | 0.1% | −992−18.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 804 | $44.4 萬 | 0.1% | +18+2.3% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 11,713 | $42.8 萬 | 0.1% | +11,713 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,470 | $42.2 萬 | 0.1% | −79−5.1% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,845 | $41.8 萬 | 0.1% | +1,750+56.5% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 3,864 | $41.8 萬 | 0.1% | +572+17.4% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 581 | $40.8 萬 | 0.1% | −39−6.3% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 1,568 | $40.5 萬 | 0.1% | −364−18.8% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 13,066 | $40.3 萬 | 0.1% | +12,971+13,653.7% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 1,175 | $39.7 萬 | 0.1% | −55−4.5% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（180 檔）
2022 年第 2 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 180 檔。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 15,988 | $58.1 萬 | 0.1% | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,312 | $20.6 萬 | 0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 2,240 | $9.90 萬 | <0.1% | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 2,322 | $9.00 萬 | <0.1% | – |
| SAFMSanderson Farms Inc | COM | 383 | $8.30 萬 | <0.1% | 歷史 |
| HASHasbro, Inc. | COM | 963 | $7.90 萬 | <0.1% | 歷史 |
| ZDZiff Davis, Inc. | COM | 1,047 | $7.80 萬 | <0.1% | 歷史 |
| DJTTrump Media & Technology Group Corp. | Stock | 2,988 | $7.20 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,100 | $7.10 萬 | <0.1% | – |
| PSBPS Business Parks, Inc. | COM | 380 | $7.10 萬 | <0.1% | 歷史 |
| SRCSpirit Realty Capital, Inc. | COM NEW | 1,823 | $6.90 萬 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 370 | $6.90 萬 | <0.1% | 歷史 |
| ONTOOnto Innovation Inc. | COM | 941 | $6.60 萬 | <0.1% | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 590 | $6.50 萬 | <0.1% | – |
| CVLTCommvault Systems Inc | COM | 1,027 | $6.50 萬 | <0.1% | 歷史 |
| MMSMaximus, Inc. | COM | 981 | $6.10 萬 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 467 | $6.10 萬 | <0.1% | 歷史 |
| FSVFirstService Corp | COM | 493 | $6.00 萬 | <0.1% | 歷史 |
| CHHChoice Hotels International Inc | COM | 538 | $6.00 萬 | <0.1% | 歷史 |
| EFOREverforth Inc | COM | 654 | $5.90 萬 | <0.1% | 歷史 |
| PCHPotlatchdeltic Corp | COM | 1,313 | $5.80 萬 | <0.1% | 歷史 |
| VSHVishay Intertechnology Inc | COM | 3,139 | $5.60 萬 | <0.1% | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 1,771 | $5.50 萬 | <0.1% | 歷史 |
| SFStifel Financial Corp | COM | 965 | $5.40 萬 | <0.1% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 360 | $5.40 萬 | <0.1% | 歷史 |
| NATINational Instruments Corp | COM | 1,727 | $5.40 萬 | <0.1% | 歷史 |
| WKWorkiva Inc | COM CL A | 810 | $5.30 萬 | <0.1% | 歷史 |
| ENSEnerSys | COM | 860 | $5.10 萬 | <0.1% | 歷史 |
| ENOVEnovis CORP | COM | 907 | $5.00 萬 | <0.1% | 歷史 |
| TXTernium S.A. | SPONSORED ADS | 1,390 | $5.00 萬 | <0.1% | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 6,965 | $5.00 萬 | <0.1% | – |
| KBHKB Home | COM | 1,724 | $4.90 萬 | <0.1% | 歷史 |
| AMAntero Midstream Corp | Stock | 5,212 | $4.70 萬 | <0.1% | 歷史 |
| HUNHuntsman CORP | COM | 1,657 | $4.70 萬 | <0.1% | 歷史 |
| FLFoot Locker, Inc. | COM | 1,845 | $4.70 萬 | <0.1% | 歷史 |
| VETVermilion Energy Inc. | COM | 2,398 | $4.60 萬 | <0.1% | 歷史 |
| UNVRUnivar Solutions Inc. | COM | 1,863 | $4.60 萬 | <0.1% | 歷史 |
| Enerplus Corp292766102 | COM | 3,142 | $4.20 萬 | <0.1% | – |
| Northern LTS FD Tr IV66538H393 | INSPIRE TACTICAL | 1,607 | $3.90 萬 | <0.1% | – |
| ARNCArconic Corp | COM | 1,249 | $3.50 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 905 | $3.30 萬 | <0.1% | – |
| IDAIdacorp Inc | COM | 297 | $3.10 萬 | <0.1% | 歷史 |
| MANTMantech International Corp | CL A | 306 | $2.90 萬 | <0.1% | 歷史 |
| China Petroleum & Chemical C16941R108 | SPON ADR H SHS | 616 | $2.80 萬 | <0.1% | – |
| HIWHighwoods Properties, Inc. | COM | 804 | $2.70 萬 | <0.1% | 歷史 |
| MTORMeritor, Inc. | COM | 685 | $2.50 萬 | <0.1% | 歷史 |
| MKSIMKS Inc | COM | 214 | $2.20 萬 | <0.1% | 歷史 |
| Northern LTS FD Tr IV66538H278 | MAIN THEMATC IN | 1,654 | $2.20 萬 | <0.1% | – |
| HNIHni Corp | Stock | 471 | $1.70 萬 | <0.1% | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 500 | $1.70 萬 | <0.1% | 歷史 |
| Two Harbors Investment Corp.90187B408 | COM NEW | 3,415 | $1.70 萬 | <0.1% | – |
| BHEBenchmark Electronics Inc | COM | 657 | $1.40 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 269 | $1.40 萬 | <0.1% | – |
| LSEALandsea Homes Corp | COM | 2,122 | $1.40 萬 | <0.1% | 歷史 |
| ASTEAstec Industries Inc | COM | 302 | $1.30 萬 | <0.1% | 歷史 |
| DLXDeluxe Corp | COM | 586 | $1.30 萬 | <0.1% | 歷史 |
| IPGPIpg Photonics Corp | COM | 134 | $1.20 萬 | <0.1% | 歷史 |
| Petrochina Co Ltd71646E100 | SPONSORED ADR | 260 | $1.20 萬 | <0.1% | – |
| VZIOVizio Holding Corp. | CL A COM | 1,711 | $1.20 萬 | <0.1% | 歷史 |
| KELYAKelly Services Inc | CL A | 540 | $1.10 萬 | <0.1% | 歷史 |
| RHRH | COM | 47 | $1.00 萬 | <0.1% | 歷史 |
| JBTMJBT Marel Corp | COM | 84 | $9,000 | <0.1% | 歷史 |
| MHOM/I Homes, Inc. | COM | 228 | $9,000 | <0.1% | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 319 | $9,000 | <0.1% | – |
| NWGNatWest Group plc | SPONS ADR 2 ORD | 1,414 | $8,000 | <0.1% | 歷史 |
| Collaborative Investmnt Ser19423L565 | TUTTLE CAP SHORT | 125 | $8,000 | <0.1% | – |
| CSTMConstellium SE | CL A SHS | 569 | $7,000 | <0.1% | 歷史 |
| ACHAccendra Health Inc | Stock | 202 | $6,000 | <0.1% | 歷史 |
| FIZZNational Beverage Corp | COM | 126 | $6,000 | <0.1% | 歷史 |
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 247 | $6,000 | <0.1% | – |
| VTOLBristow Group Inc. | COM | 241 | $6,000 | <0.1% | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 193 | $6,000 | <0.1% | 歷史 |
| SRDXSurmodics Inc | COM | 174 | $6,000 | <0.1% | 歷史 |
| TMXTerminix Global Holdings Inc | COM | 140 | $6,000 | <0.1% | 歷史 |
| BNSBank of Nova Scotia | COM | 81 | $5,000 | <0.1% | 歷史 |
| AWIArmstrong World Industries Inc | COM | 62 | $5,000 | <0.1% | 歷史 |
| RLIRli Corp | COM | 46 | $5,000 | <0.1% | 歷史 |
| PAHCPhibro Animal Health Corp | CL A COM | 258 | $5,000 | <0.1% | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 82 | $5,000 | <0.1% | 歷史 |
| UPBDUpbound Group, Inc. | COM | 279 | $5,000 | <0.1% | 歷史 |
| VLGEAVillage Super Market Inc | CL A NEW | 232 | $5,000 | <0.1% | 歷史 |
| NTUSNatus Medical Inc | COM | 160 | $5,000 | <0.1% | 歷史 |
| SWISolarWinds Corp | COM | 450 | $5,000 | <0.1% | 歷史 |
| PRIPrimerica, Inc. | Stock | 32 | $4,000 | <0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 128 | $4,000 | <0.1% | 歷史 |
| BRKRBruker Corp | COM | 61 | $4,000 | <0.1% | 歷史 |
| SHCSotera Health Co | COM | 195 | $4,000 | <0.1% | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 118 | $4,000 | <0.1% | – |
| VIAVViavi Solutions Inc. | COM | 318 | $4,000 | <0.1% | 歷史 |
| CHCTCommunity Healthcare Trust Inc | COM | 104 | $4,000 | <0.1% | 歷史 |
| OLPXOlaplex Holdings, Inc. | COM | 265 | $4,000 | <0.1% | 歷史 |
| LESLLeslie's, Inc. | COM | 246 | $4,000 | <0.1% | 歷史 |
| POLYPlantronics Inc | COM | 100 | $4,000 | <0.1% | 歷史 |
| DSEYDiversey Holdings, Ltd. | ORD SHS | 689 | $4,000 | <0.1% | 歷史 |
| Eros Intl PLCG3788R105 | COM | 1,818 | $4,000 | <0.1% | – |
| UAAUnder Armour, Inc. | Stock | 280 | $3,000 | <0.1% | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 957 | $3,000 | <0.1% | 歷史 |
| AMSCAmerican Superconductor Corp | Stock | 536 | $3,000 | <0.1% | 歷史 |
| PPLIPeople Inc | COM NEW | 43 | $3,000 | <0.1% | 歷史 |
| DAKTDaktronics Inc | COM | 952 | $3,000 | <0.1% | 歷史 |