EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 2,302
- 較 2022 年第 3 季 +264
- 總值
- $6.60 億
- 較 2022 年第 3 季 +$2.24 億 (+51.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 628,235 | $2,637 萬 | 4.0% | +149,353+31.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 244,093 | $1,835 萬 | 2.8% | +7,212+3.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 130,162 | $1,827 萬 | 2.8% | +71,062+120.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 118,381 | $1,798 萬 | 2.7% | +36,875+45.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 81,375 | $1,734 萬 | 2.6% | +43,045+112.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 116,912 | $1,519 萬 | 2.3% | +18,436+18.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 73,759 | $1,410 萬 | 2.1% | +10,129+15.9% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 50,663 | $1,257 萬 | 1.9% | +50,611+97,328.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 35,287 | $1,240 萬 | 1.9% | +697+2.0% | 加碼 | – |
| IIIVi3 Verticals, Inc. | COM CL A | 496,275 | $1,208 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 274,018 | $947.8 萬 | 1.4% | +267,780+4,292.7% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 375,742 | $912.3 萬 | 1.4% | +24,027+6.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 216,919 | $845.5 萬 | 1.3% | +57,433+36.0% | 加碼 | – |
| PGRProgressive Corp | Stock | 62,948 | $816.5 萬 | 1.2% | +61,601+4,573.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,952 | $790.3 萬 | 1.2% | −825−2.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 41,693 | $765.3 萬 | 1.2% | +14,377+52.6% | 加碼 | – |
| DGDollar General Corp | COM | 29,147 | $717.7 萬 | 1.1% | +26,896+1,194.8% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 90,669 | $682.6 萬 | 1.0% | +36,970+68.8% | 加碼 | – |
| CVXChevron Corp | Stock | 37,154 | $666.9 萬 | 1.0% | +26,660+254.0% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 142,986 | $650.9 萬 | 1.0% | +19,510+15.8% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 223,684 | $643.8 萬 | 1.0% | +7,018+3.2% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 127,471 | $604.6 萬 | 0.9% | +45,264+55.1% | 加碼 | – |
| AZOAutoZone Inc | COM | 2,438 | $601.3 萬 | 0.9% | +2,430+30,375.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 67,606 | $596.5 萬 | 0.9% | +42,249+166.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,262 | $545.2 萬 | 0.8% | +6,814+65.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 20,748 | $544.9 萬 | 0.8% | +18,405+785.5% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 20,933 | $478.1 萬 | 0.7% | +20,639+7,020.1% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 100,568 | $466.8 萬 | 0.7% | +100,551+591,476.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 132,175 | $442.5 萬 | 0.7% | 00.0% | 不變 | – |
| NSPInsperity, Inc. | COM | 37,491 | $425.9 萬 | 0.6% | −3,329−8.2% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 190,602 | $424.1 萬 | 0.6% | +189,506+17,290.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 35,892 | $423.5 萬 | 0.6% | +26,279+273.4% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 122,794 | $420.0 萬 | 0.6% | +122,704+136,337.8% | 加碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 40,168 | $413.1 萬 | 0.6% | +207+0.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 52,356 | $395.5 萬 | 0.6% | −1,261−2.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 28,420 | $384.4 萬 | 0.6% | −799−2.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 65,308 | $381.9 萬 | 0.6% | −17,653−21.3% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 91,421 | $380.4 萬 | 0.6% | −666−0.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 6,732 | $376.4 萬 | 0.6% | +4,080+153.8% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 49,828 | $369.7 萬 | 0.6% | +49,621+23,971.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 37,476 | $364.9 萬 | 0.6% | +34,844+1,323.9% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 40,651 | $362.4 萬 | 0.5% | +39,999+6,134.8% | 加碼 | 歷史 |
| BERYBerry Global Group, Inc. | COM | 59,833 | $361.6 萬 | 0.5% | +59,602+25,801.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,584 | $356.5 萬 | 0.5% | +479+1.8% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 66,719 | $356.3 萬 | 0.5% | +66,655+104,148.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 32,090 | $356.0 萬 | 0.5% | +23,070+255.8% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 20,316 | $354.2 萬 | 0.5% | +20,243+27,730.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 27,867 | $348.6 萬 | 0.5% | −258−0.9% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 50,884 | $346.1 萬 | 0.5% | +763+1.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 38,499 | $341.6 萬 | 0.5% | +10,324+36.6% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 123,937 | $336.6 萬 | 0.5% | +58,128+88.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 39,795 | $334.3 萬 | 0.5% | +7,067+21.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,472 | $326.3 萬 | 0.5% | +7,538+68.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 105,057 | $319.4 萬 | 0.5% | +240.0% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 18,128 | $311.9 萬 | 0.5% | −32−0.2% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 8,793 | $302.0 萬 | 0.5% | +3,865+78.4% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 36,002 | $296.0 萬 | 0.4% | +35,918+42,759.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,522 | $289.0 萬 | 0.4% | +466+6.6% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 38,859 | $288.8 萬 | 0.4% | +14,668+60.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,938 | $269.0 萬 | 0.4% | −38−0.2% | 減碼 | – |
| BRDGBridge Investment Group Holdings Inc. | COM CL A | 222,217 | $267.8 萬 | 0.4% | +222,217 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,163 | $264.8 萬 | 0.4% | −90−0.3% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 36,066 | $261.3 萬 | 0.4% | +13,411+59.2% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 54,680 | $252.9 萬 | 0.4% | +31,991+141.0% | 加碼 | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 40,721 | $252.8 萬 | 0.4% | +1,220+3.1% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 57,067 | $250.8 萬 | 0.4% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 16,470 | $245.5 萬 | 0.4% | +15,779+2,283.5% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 28,191 | $243.0 萬 | 0.4% | +10,672+60.9% | 加碼 | – |
| SFBSServisFirst Bancshares, Inc. | COM | 34,337 | $236.6 萬 | 0.4% | −41−0.1% | 減碼 | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 76,670 | $231.1 萬 | 0.3% | +76,597+104,927.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,041 | $229.4 萬 | 0.3% | +2,651+31.6% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 47,768 | $226.4 萬 | 0.3% | +15,118+46.3% | 加碼 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 55,133 | $225.9 萬 | 0.3% | +426+0.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,636 | $215.6 萬 | 0.3% | +3,038+116.9% | 加碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 38,548 | $213.4 萬 | 0.3% | +17,391+82.2% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 44,125 | $202.4 萬 | 0.3% | +2,933+7.1% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 36,143 | $192.2 萬 | 0.3% | +4,443+14.0% | 加碼 | – |
| Timothy Plan887432276 | HIGH DIVIDEND | 79,810 | $187.3 萬 | 0.3% | +8,980+12.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 22,034 | $186.7 萬 | 0.3% | −2,364−9.7% | 減碼 | – |
| FDXFedEx Corp | Stock | 10,655 | $184.5 萬 | 0.3% | +10,125+1,910.4% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 28,641 | $180.4 萬 | 0.3% | +6,807+31.2% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 35,531 | $174.9 萬 | 0.3% | +21,378+151.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,244 | $172.0 萬 | 0.3% | −342−9.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 26,014 | $170.8 萬 | 0.3% | −3,635−12.3% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 15,351 | $168.8 萬 | 0.3% | +9,021+142.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,715 | $166.1 萬 | 0.3% | +1,757+17.6% | 加碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 31,539 | $165.3 萬 | 0.3% | +24,745+364.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 32,350 | $161.8 萬 | 0.2% | +32,350 | 新進 | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 53,687 | $160.7 萬 | 0.2% | +756+1.4% | 加碼 | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 33,663 | $154.4 萬 | 0.2% | −874−2.5% | 減碼 | – |
| MASMasco Corp | COM | 32,003 | $149.4 萬 | 0.2% | +31,816+17,013.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,077 | $144.2 萬 | 0.2% | +2,956+29.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,631 | $140.0 萬 | 0.2% | +4,331+59.3% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 12,803 | $133.5 萬 | 0.2% | +4,026+45.9% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,153 | $132.5 萬 | 0.2% | +14,860+5,071.7% | 加碼 | – |
| Timothy Plan887432284 | US LARGE MID CP | 55,064 | $130.7 萬 | 0.2% | +5,890+12.0% | 加碼 | – |
| PFEPfizer Inc | Stock | 25,349 | $129.9 萬 | 0.2% | +3,343+15.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 21,977 | $127.1 萬 | 0.2% | −1,765−7.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 3,471 | $127.0 萬 | 0.2% | −208−5.7% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 24,742 | $126.6 萬 | 0.2% | −101−0.4% | 減碼 | – |
2022 年第 3 季之後清倉（178 檔）
2022 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 178 檔。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 111,163 | $547.6 萬 | 1.3% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,615 | $33.3 萬 | 0.1% | – |
| IBTXIndependent Bank Group, Inc. | COM | 1,864 | $11.5 萬 | <0.1% | 歷史 |
| Legg Mason ETF Invt524682200 | CLEARBRIDGE LRG | 2,557 | $10.2 萬 | <0.1% | – |
| MGEEMge Energy Inc | COM | 1,291 | $8.50 萬 | <0.1% | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,110 | $7.20 萬 | <0.1% | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 747 | $6.90 萬 | <0.1% | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 1,632 | $6.60 萬 | <0.1% | 歷史 |
| OGSONE Gas, Inc. | COM | 911 | $6.40 萬 | <0.1% | 歷史 |
| ESNTEssent Group Ltd. | COM | 1,832 | $6.40 萬 | <0.1% | 歷史 |
| TXNMTXNM Energy Inc | COM | 1,396 | $6.40 萬 | <0.1% | 歷史 |
| Tricon Residential Inc Com NPV89612W102 | COM | 5,726 | $5.00 萬 | <0.1% | – |
| STAAStaar Surgical Co | COM PAR $0.01 | 579 | $4.10 萬 | <0.1% | 歷史 |
| LULufax Holding Ltd | ADS REP SHS CL A | 15,613 | $4.00 萬 | <0.1% | 歷史 |
| BHVNBiohaven Ltd. | COM | 254 | $3.80 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 824 | $3.70 萬 | <0.1% | 歷史 |
| CMBTCmb.tech NV | SHS | 2,370 | $3.60 萬 | <0.1% | 歷史 |
| ALKSAlkermes plc. | SHS | 1,535 | $3.40 萬 | <0.1% | 歷史 |
| WDFCWD 40 Co | COM | 190 | $3.30 萬 | <0.1% | 歷史 |
| DREDuke Realty Corp | COM NEW | 696 | $3.30 萬 | <0.1% | 歷史 |
| DHTDHT Holdings, Inc. | SHS NEW | 4,276 | $3.20 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 1,838 | $3.00 萬 | <0.1% | – |
| ZLABZai Lab Ltd | ADR | 810 | $2.80 萬 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 678 | $2.40 萬 | <0.1% | 歷史 |
| ROGRogers Corp | COM | 92 | $2.30 萬 | <0.1% | 歷史 |
| AVNTAvient Corp | COM | 686 | $2.10 萬 | <0.1% | 歷史 |
| CVETCovetrus, Inc. | COM | 1,028 | $2.10 萬 | <0.1% | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 915 | $2.10 萬 | <0.1% | 歷史 |
| OLEDUniversal Display Corp | COM | 214 | $2.00 萬 | <0.1% | 歷史 |
| HMNHorace Mann Educators Corp | COM | 518 | $1.90 萬 | <0.1% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 250 | $1.80 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 119 | $1.70 萬 | <0.1% | – |
| DAVAEndava plc | ADS | 206 | $1.70 萬 | <0.1% | 歷史 |
| OTTROtter Tail Corp | COM | 221 | $1.40 萬 | <0.1% | 歷史 |
| CTXSCitrix Systems Inc | COM | 130 | $1.40 萬 | <0.1% | 歷史 |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 1,180 | $1.30 萬 | <0.1% | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 1,508 | $1.30 萬 | <0.1% | 歷史 |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 989 | $1.20 萬 | <0.1% | – |
| HNGRHanger, Inc. | COM NEW | 601 | $1.20 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 250 | $1.10 萬 | <0.1% | – |
| ALTRAltair Engineering Inc. | COM CL A | 250 | $1.10 萬 | <0.1% | 歷史 |
| BOXBox Inc | CL A | 403 | $1.00 萬 | <0.1% | 歷史 |
| BKUBankUnited, Inc. | COM | 289 | $1.00 萬 | <0.1% | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 134 | $1.00 萬 | <0.1% | 歷史 |
| PRAProassurance Corp | COM | 470 | $9,000 | <0.1% | 歷史 |
| SUMOSumo Logic, Inc. | COM | 1,174 | $9,000 | <0.1% | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 46 | $7,000 | <0.1% | – |
| IRMIron Mountain Inc | COM | 150 | $7,000 | <0.1% | 歷史 |
| KMTKennametal Inc | COM | 318 | $7,000 | <0.1% | 歷史 |
| AMCXAMC Global Media Inc. | CL A | 372 | $7,000 | <0.1% | 歷史 |
| PRAAPra Group Inc | COM | 227 | $7,000 | <0.1% | 歷史 |
| ELMEElme Communities | SH BEN INT | 372 | $7,000 | <0.1% | 歷史 |
| PCRXPacira BioSciences, Inc. | COM | 128 | $7,000 | <0.1% | 歷史 |
| FAROFaro Technologies Inc | COM | 258 | $7,000 | <0.1% | 歷史 |
| Adamas Trust, Inc.649604501 | COM PAR $.02 | 2,872 | $7,000 | <0.1% | – |
| Healthpeak Properties, Inc.71943U104 | COM | 480 | $7,000 | <0.1% | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 346 | $6,000 | <0.1% | – |
| SONOSonos Inc | COM | 388 | $6,000 | <0.1% | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 440 | $6,000 | <0.1% | 歷史 |
| PMTPennyMac Mortgage Investment Trust | COM | 506 | $6,000 | <0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 339 | $6,000 | <0.1% | 歷史 |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 81 | $6,000 | <0.1% | – |
| KAMNKAMAN Corp | COM | 208 | $6,000 | <0.1% | 歷史 |
| TELFYTelefonica S A | SPONSORED ADR | 1,940 | $6,000 | <0.1% | 歷史 |
| PIIPolaris Inc. | Stock | 50 | $5,000 | <0.1% | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 486 | $5,000 | <0.1% | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 240 | $5,000 | <0.1% | 歷史 |
| NTBBank of N.T. Butterfield & Son Ltd | SHS NEW | 153 | $5,000 | <0.1% | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 106 | $5,000 | <0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 1,253 | $5,000 | <0.1% | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 65 | $5,000 | <0.1% | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 462 | $5,000 | <0.1% | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 347 | $5,000 | <0.1% | 歷史 |
| FLICFirst of Long Island Corp | COM | 310 | $5,000 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 10 | $4,000 | <0.1% | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 329 | $4,000 | <0.1% | 歷史 |
| DNNDenison Mines Corp. | COM | 3,030 | $4,000 | <0.1% | 歷史 |
| MPAAMotorcar Parts of America Inc | COM | 236 | $4,000 | <0.1% | 歷史 |
| COLMColumbia Sportswear Co | COM | 65 | $4,000 | <0.1% | 歷史 |
| KODKEastman Kodak Co | COM NEW | 911 | $4,000 | <0.1% | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 906 | $4,000 | <0.1% | 歷史 |
| LONALeonaBio, Inc. | COM | 1,382 | $4,000 | <0.1% | 歷史 |
| HAHawaiian Holdings Inc | COM | 311 | $4,000 | <0.1% | 歷史 |
| MODVModivCare Inc | COM | 41 | $4,000 | <0.1% | 歷史 |
| SPNESeaSpine Holdings Corp | COM | 683 | $4,000 | <0.1% | 歷史 |
| Tenneco Inc880349105 | CL A VTG COM STK | 250 | $4,000 | <0.1% | – |
| MYRGMyr Group Inc. | COM | 40 | $3,000 | <0.1% | 歷史 |
| CENXCentury Aluminum Co | COM | 534 | $3,000 | <0.1% | 歷史 |
| TDSTelephone & Data Systems Inc | COM NEW | 235 | $3,000 | <0.1% | 歷史 |
| THRMGentherm Inc | COM | 54 | $3,000 | <0.1% | 歷史 |
| AORTArtivion, Inc. | COM | 183 | $3,000 | <0.1% | 歷史 |
| CRICarters Inc | COM | 48 | $3,000 | <0.1% | 歷史 |
| OSISOsi Systems Inc | COM | 37 | $3,000 | <0.1% | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 44 | $3,000 | <0.1% | 歷史 |
| STCStewart Information Services Corp | COM | 64 | $3,000 | <0.1% | 歷史 |
| PRLBProto Labs Inc | COM | 86 | $3,000 | <0.1% | 歷史 |
| GPMTGranite Point Mortgage Trust Inc. | COM STK | 421 | $3,000 | <0.1% | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 711 | $3,000 | <0.1% | 歷史 |
| AHRTAH Realty Trust, Inc. | COM | 342 | $3,000 | <0.1% | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 375 | $3,000 | <0.1% | 歷史 |