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 |
|---|---|---|---|---|---|---|---|
| CHEChemed Corp | COM | 890 | $38.9 萬 | 0.1% | −165−15.6% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 1,744 | $38.8 萬 | 0.1% | −210−10.7% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 4,328 | $38.8 萬 | 0.1% | −531−10.9% | 減碼 | 歷史 |
| BPBP PLC | ADR | 13,217 | $37.8 萬 | 0.1% | +5,612+73.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,946 | $37.4 萬 | 0.1% | −200−6.4% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,419 | $37.2 萬 | 0.1% | −1,416−20.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 17,917 | $36.6 萬 | 0.1% | +17,917 | 新進 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 18,479 | $36.5 萬 | 0.1% | +13,162+247.5% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 2,127 | $36.2 萬 | 0.1% | −321−13.1% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,426 | $35.8 萬 | 0.1% | +2,245+1,240.3% | 加碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 5,473 | $35.8 萬 | 0.1% | −142−2.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,697 | $35.7 萬 | 0.1% | +1+0.1% | 加碼 | – |
| HPQHP Inc | Stock | 14,204 | $35.4 萬 | 0.1% | +465+3.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,577 | $35.3 萬 | 0.1% | +3,926+237.8% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 5,625 | $35.0 萬 | 0.1% | +5,625 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,892 | $34.9 萬 | 0.1% | +191+4.1% | 加碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 5,611 | $34.6 萬 | 0.1% | +1,590+39.5% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,509 | $34.1 萬 | 0.1% | +354+16.4% | 加碼 | – |
| ANSSAnsys Inc | COM | 1,535 | $34.0 萬 | 0.1% | +266+21.0% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,505 | $33.8 萬 | 0.1% | −493−16.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,029 | $33.5 萬 | 0.1% | −168−4.0% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 9,684 | $33.5 萬 | 0.1% | −1,185−10.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,023 | $33.4 萬 | 0.1% | −320−13.7% | 減碼 | – |
| FICOFair Isaac Corp | COM | 808 | $33.3 萬 | 0.1% | +42+5.5% | 加碼 | 歷史 |
| iShares Tr464287861 | EUROPE ETF | 8,834 | $33.3 萬 | 0.1% | +7,305+477.8% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,615 | $33.3 萬 | 0.1% | +6,615 | 新進 | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 6,794 | $33.2 萬 | 0.1% | +5,728+537.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,026 | $33.1 萬 | 0.1% | +219+12.1% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 16,239 | $32.6 萬 | 0.1% | +178+1.1% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,254 | $32.5 萬 | 0.1% | −366−14.0% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 5,251 | $32.4 萬 | 0.1% | +4,674+810.1% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,270 | $32.3 萬 | 0.1% | −1,874−30.5% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,548 | $32.1 萬 | 0.1% | −952−21.2% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 13,046 | $32.1 萬 | 0.1% | +8,131+165.4% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 9,820 | $32.0 萬 | 0.1% | +763+8.4% | 加碼 | 歷史 |
| THOThor Industries Inc | COM | 4,549 | $31.8 萬 | 0.1% | −2,115−31.7% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,983 | $31.3 萬 | 0.1% | −136−4.4% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,885 | $31.1 萬 | 0.1% | +1,585+528.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,143 | $30.7 萬 | 0.1% | −308−21.2% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 1,041 | $30.4 萬 | 0.1% | +963+1,234.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,384 | $29.6 萬 | 0.1% | +84+6.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,133 | $29.5 萬 | 0.1% | −634−13.3% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,659 | $29.4 萬 | 0.1% | −237−12.5% | 減碼 | 歷史 |
| KEYKeycorp | COM | 17,778 | $28.5 萬 | 0.1% | +17,466+5,598.1% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 4,763 | $28.4 萬 | 0.1% | −441−8.5% | 減碼 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 13,312 | $28.3 萬 | 0.1% | +10,709+411.4% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,221 | $28.3 萬 | 0.1% | −155−3.5% | 減碼 | – |
| CSXCSX Corp | Stock | 10,488 | $27.9 萬 | 0.1% | −275−2.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,686 | $27.8 萬 | 0.1% | +333+24.6% | 加碼 | 歷史 |
| Timothy Plan887432342 | U S SM CP CORE | 10,030 | $27.8 萬 | 0.1% | +3,153+45.8% | 加碼 | – |
| HONHoneywell International Inc | COM | 1,663 | $27.8 萬 | 0.1% | −617−27.1% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 661 | $27.5 萬 | 0.1% | −228−25.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,894 | $27.0 萬 | 0.1% | +359+14.2% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,218 | $26.7 萬 | 0.1% | +594+36.6% | 加碼 | 歷史 |
| CICigna Group | Stock | 961 | $26.6 萬 | 0.1% | −90−8.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 679 | $26.4 萬 | 0.1% | +201+42.1% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 176 | $26.4 萬 | 0.1% | −14−7.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,254 | $26.3 萬 | 0.1% | +17+1.4% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,548 | $26.3 萬 | 0.1% | +7,068+1,472.5% | 加碼 | – |
| PAYXPaychex Inc | Stock | 2,300 | $25.9 萬 | 0.1% | +353+18.1% | 加碼 | 歷史 |
| EXELExelixis, Inc. | COM | 16,493 | $25.9 萬 | 0.1% | +16,493 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,170 | $25.2 萬 | 0.1% | −248−17.5% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 7,859 | $25.2 萬 | 0.1% | +2,885+58.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,600 | $25.0 萬 | 0.1% | −1,171−15.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,885 | $25.0 萬 | 0.1% | −194−6.3% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,476 | $25.0 萬 | 0.1% | +571+19.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,701 | $24.4 萬 | 0.1% | +1,379+59.4% | 加碼 | – |
| SMGScotts Miracle-Gro Co | Stock | 5,701 | $24.3 萬 | 0.1% | −784−12.1% | 減碼 | 歷史 |
| STTState Street Corp | COM | 3,987 | $24.3 萬 | 0.1% | +1,550+63.6% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 428 | $24.3 萬 | 0.1% | −82−16.1% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 13,843 | $24.2 萬 | 0.1% | +55+0.4% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 10,097 | $24.0 萬 | 0.1% | +4,417+77.8% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,482 | $23.9 萬 | 0.1% | −330−11.7% | 減碼 | – |
| XPOXPO, Inc. | COM | 5,340 | $23.8 萬 | 0.1% | +4,514+546.5% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,334 | $23.7 萬 | 0.1% | +163+3.9% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 11,192 | $23.6 萬 | 0.1% | +1,293+13.1% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 19,537 | $23.4 萬 | 0.1% | −100−0.5% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 5,339 | $23.4 萬 | 0.1% | −438−7.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,005 | $23.2 萬 | 0.1% | −3,873−30.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 8,097 | $23.2 萬 | 0.1% | +3,542+77.8% | 加碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 8,176 | $22.9 萬 | 0.1% | −356−4.2% | 減碼 | – |
| ELEstee Lauder Companies Inc | CL A | 1,050 | $22.7 萬 | 0.1% | −254−19.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,087 | $22.5 萬 | 0.1% | +360+49.5% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 5,868 | $22.3 萬 | 0.1% | +475+8.8% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 961 | $22.1 萬 | 0.1% | +129+15.5% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 1,590 | $21.8 萬 | <0.1% | −484−23.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,632 | $21.5 萬 | <0.1% | +40+1.5% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,487 | $21.5 萬 | <0.1% | +1,843+112.1% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 507 | $21.4 萬 | <0.1% | +42+9.0% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 5,873 | $20.9 萬 | <0.1% | −1,137−16.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 777 | $20.7 萬 | <0.1% | −48−5.8% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 2,444 | $20.6 萬 | <0.1% | +536+28.1% | 加碼 | 歷史 |
| SRESempra | Stock | 1,341 | $20.2 萬 | <0.1% | −119−8.2% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 804 | $20.2 萬 | <0.1% | −98−10.9% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,615 | $20.1 萬 | <0.1% | +21+1.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 602 | $20.0 萬 | <0.1% | +227+60.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,760 | $19.9 萬 | <0.1% | +4,066+585.9% | 加碼 | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 3,447 | $19.9 萬 | <0.1% | −417−10.8% | 減碼 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 14,893 | $19.8 萬 | <0.1% | −2,803−15.8% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,238 | $19.7 萬 | <0.1% | +496+8.6% | 加碼 | 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 |