EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/6/11 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 2,900
- 較 2023 年第 4 季 +263
- 總值
- $12.7 億
- 較 2023 年第 4 季 +$1.80 億 (+16.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 2,497 | $27.5 萬 | <0.1% | −12,771−83.6% | 減碼 | – |
| THOThor Industries Inc | COM | 2,759 | $27.4 萬 | <0.1% | −76−2.7% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 4,457 | $27.4 萬 | <0.1% | −986−18.1% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 909 | $27.2 萬 | <0.1% | −280−23.5% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 9,655 | $27.1 萬 | <0.1% | +1,510+18.5% | 加碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 3,620 | $27.0 萬 | <0.1% | +2,700+293.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,034 | $27.0 萬 | <0.1% | −731−15.3% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 1,117 | $27.0 萬 | <0.1% | −27−2.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,971 | $26.9 萬 | <0.1% | +130+7.1% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 751 | $26.8 萬 | <0.1% | +15+2.0% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,475 | $26.7 萬 | <0.1% | +62+2.6% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,785 | $26.4 萬 | <0.1% | +100+5.9% | 加碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 3,391 | $26.3 萬 | <0.1% | +52+1.6% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 938 | $26.3 萬 | <0.1% | +137+17.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 1,633 | $26.3 萬 | <0.1% | +118+7.8% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,865 | $26.2 萬 | <0.1% | −39−2.0% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,012 | $26.2 萬 | <0.1% | +910+892.2% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,340 | $26.1 萬 | <0.1% | +366+6.1% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 1,295 | $26.1 萬 | <0.1% | −134−9.4% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 6,933 | $26.0 萬 | <0.1% | +472+7.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 6,386 | $26.0 萬 | <0.1% | +3,346+110.1% | 加碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 9,165 | $26.0 萬 | <0.1% | +19+0.2% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 7,670 | $25.7 萬 | <0.1% | +7,670 | 新進 | 歷史 |
| STLAStellantis N.V. | SHS | 11,519 | $25.7 萬 | <0.1% | +656+6.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,148 | $25.7 萬 | <0.1% | −23,990−85.3% | 減碼 | – |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 11,050 | $25.5 萬 | <0.1% | −96−0.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 5,820 | $25.5 萬 | <0.1% | +1,344+30.0% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 665 | $25.4 萬 | <0.1% | +4+0.6% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 6,536 | $25.2 萬 | <0.1% | +2,810+75.4% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 917 | $25.0 萬 | <0.1% | +105+12.9% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 8,113 | $25.0 萬 | <0.1% | −188−2.3% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,055 | $24.8 萬 | <0.1% | +95+9.9% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 3,728 | $24.6 萬 | <0.1% | +35+0.9% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,479 | $24.4 萬 | <0.1% | −6−0.2% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 477 | $24.4 萬 | <0.1% | +109+29.6% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 15,648 | $24.3 萬 | <0.1% | +671+4.5% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,426 | $24.3 萬 | <0.1% | −22−1.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 6,185 | $23.9 萬 | <0.1% | +3,557+135.4% | 加碼 | – |
| AIGAmerican International Group, Inc. | Stock | 3,147 | $23.7 萬 | <0.1% | −166−5.0% | 減碼 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 10,689 | $23.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,713 | $23.7 萬 | <0.1% | −246−6.2% | 減碼 | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 7,861 | $23.5 萬 | <0.1% | −562−6.7% | 減碼 | – |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 3,887 | $23.5 萬 | <0.1% | −1,135−22.6% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 4,011 | $23.4 萬 | <0.1% | −11,879−74.8% | 減碼 | – |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 6,923 | $23.4 萬 | <0.1% | +988+16.6% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,685 | $23.3 萬 | <0.1% | +983+140.0% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,538 | $23.2 萬 | <0.1% | −65−2.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,005 | $23.1 萬 | <0.1% | +47+4.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 324 | $23.0 萬 | <0.1% | −129−28.5% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 707 | $23.0 萬 | <0.1% | −382−35.1% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 8,554 | $23.0 萬 | <0.1% | +190+2.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 807 | $22.8 萬 | <0.1% | −152−15.8% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 6,669 | $22.3 萬 | <0.1% | −3,859−36.7% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,673 | $22.3 萬 | <0.1% | −178−9.6% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,153 | $22.3 萬 | <0.1% | +15+0.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 565 | $22.2 萬 | <0.1% | +9+1.6% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 3,696 | $22.1 萬 | <0.1% | −2,282−38.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,713 | $22.0 萬 | <0.1% | +2,713 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 4,992 | $21.9 萬 | <0.1% | +2,431+94.9% | 加碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 4,247 | $21.9 萬 | <0.1% | −151−3.4% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 3,015 | $21.8 萬 | <0.1% | +228+8.2% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 468 | $21.8 萬 | <0.1% | +6+1.3% | 加碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 4,258 | $21.7 萬 | <0.1% | +131+3.2% | 加碼 | 歷史 |
| IMOImperial Oil Ltd | COM NEW | 3,145 | $21.6 萬 | <0.1% | +255+8.8% | 加碼 | 歷史 |
| AGNTAGNT, Inc. | COM | 21,634 | $21.5 萬 | <0.1% | +2,370+12.3% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,165 | $21.5 萬 | <0.1% | +114+3.7% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 1,178 | $21.3 萬 | <0.1% | +281+31.3% | 加碼 | 歷史 |
| Hartford FDS Exchange Traded41653L859 | HARTFORD QUALITY | 8,962 | $21.3 萬 | <0.1% | 00.0% | 不變 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 317 | $21.2 萬 | <0.1% | +238+301.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 388 | $21.1 萬 | <0.1% | −40−9.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 6,922 | $21.1 萬 | <0.1% | −267−3.7% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 4,246 | $21.0 萬 | <0.1% | +544+14.7% | 加碼 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 1,063 | $21.0 萬 | <0.1% | +33+3.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 8,906 | $20.8 萬 | <0.1% | +2,806+46.0% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 4,013 | $20.8 萬 | <0.1% | −1,153−22.3% | 減碼 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 3,030 | $20.8 萬 | <0.1% | −115−3.7% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 4,308 | $20.7 萬 | <0.1% | +32+0.7% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,242 | $20.6 萬 | <0.1% | +784+53.8% | 加碼 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 6,066 | $20.6 萬 | <0.1% | +463+8.3% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 1,978 | $20.5 萬 | <0.1% | +39+2.0% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 551 | $20.4 萬 | <0.1% | +225+69.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,114 | $20.3 萬 | <0.1% | −181−5.5% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 1,435 | $20.3 萬 | <0.1% | +36+2.6% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 2,673 | $20.3 萬 | <0.1% | +243+10.0% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 11,427 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 2,875 | $20.2 萬 | <0.1% | +1,790+165.0% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 2,420 | $20.2 萬 | <0.1% | −295−10.9% | 減碼 | 歷史 |
| SRESempra | Stock | 2,805 | $20.1 萬 | <0.1% | −177−5.9% | 減碼 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 7,534 | $20.0 萬 | <0.1% | +897+13.5% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 8,568 | $20.0 萬 | <0.1% | +1,845+27.4% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 4,040 | $19.9 萬 | <0.1% | −179−4.2% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 159 | $19.8 萬 | <0.1% | −7−4.2% | 減碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 2,373 | $19.8 萬 | <0.1% | −39−1.6% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 3,281 | $19.7 萬 | <0.1% | +1,691+106.4% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 862 | $19.6 萬 | <0.1% | +228+36.0% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,013 | $19.6 萬 | <0.1% | +98+5.1% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 4,418 | $19.5 萬 | <0.1% | +1,405+46.6% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 538 | $19.4 萬 | <0.1% | −125−18.9% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 4,080 | $19.4 萬 | <0.1% | +1,138+38.7% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 478 | $19.4 萬 | <0.1% | +8+1.7% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（147 檔）
2023 年第 4 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 147 檔。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,228 | $33.5 萬 | <0.1% | – |
| iShares Inc464286764 | MSCI SPAIN ETF | 3,972 | $12.2 萬 | <0.1% | – |
| SRCSpirit Realty Capital, Inc. | COM NEW | 2,178 | $9.52 萬 | <0.1% | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 737 | $8.12 萬 | <0.1% | – |
| MDCSekisui House U.S., Inc. | COM | 824 | $4.55 萬 | <0.1% | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 381 | $3.09 萬 | <0.1% | – |
| KRTXKaruna Therapeutics, Inc. | COM | 88 | $2.79 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A789 | ST STR SP INS | 500 | $2.26 萬 | <0.1% | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 786 | $1.86 萬 | <0.1% | 歷史 |
| Natura &CO Hldg S A63884N108 | ADS | 2,468 | $1.69 萬 | <0.1% | – |
| RPT Realty74971D101 | SH BEN INT | 1,273 | $1.63 萬 | <0.1% | – |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 583 | $1.45 萬 | <0.1% | – |
| DISHDISH Network CORP | CL A | 2,494 | $1.44 萬 | <0.1% | 歷史 |
| ICFIICF International, Inc. | Stock | 100 | $1.34 萬 | <0.1% | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 1,003 | $1.33 萬 | <0.1% | – |
| LTHMLivent Corp. | COM | 670 | $1.20 萬 | <0.1% | 歷史 |
| WNS Hldgs Ltd92932M101 | SPON ADR | 182 | $1.15 萬 | <0.1% | – |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 320 | $1.08 萬 | <0.1% | 歷史 |
| KREFKKR Real Estate Finance Trust Inc. | COM | 771 | $1.02 萬 | <0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 93 | $9,488 | <0.1% | – |
| PLURPluri Inc. | COM | 16,000 | $9,272 | <0.1% | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 329 | $8,929 | <0.1% | – |
| IMGNImmunoGen, Inc. | COM | 300 | $8,895 | <0.1% | 歷史 |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 337 | $8,717 | <0.1% | – |
| DRSLeonardo DRS, Inc. | Stock | 430 | $8,617 | <0.1% | 歷史 |
| DCHDauch Corp | COM | 978 | $8,616 | <0.1% | 歷史 |
| PCRXPacira BioSciences, Inc. | COM | 247 | $8,334 | <0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 254 | $7,937 | <0.1% | – |
| STAGSTAG Industrial, Inc. | COM | 190 | $7,459 | <0.1% | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 140 | $7,164 | <0.1% | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 65 | $6,821 | <0.1% | – |
| VSHVishay Intertechnology Inc | COM | 277 | $6,644 | <0.1% | 歷史 |
| CLSCelestica Inc | SUB VTG SHS | 226 | $6,617 | <0.1% | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 150 | $6,528 | <0.1% | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 2,007 | $6,342 | <0.1% | 歷史 |
| JAMFJamf Holding Corp. | COM | 328 | $5,924 | <0.1% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 295 | $5,865 | <0.1% | 歷史 |
| SFLSFL Corp Ltd. | SHS | 505 | $5,696 | <0.1% | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 250 | $4,868 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 31 | $4,723 | <0.1% | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 465 | $4,562 | <0.1% | 歷史 |
| RLGTRadiant Logistics, Inc | COM | 648 | $4,303 | <0.1% | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 181 | $4,168 | <0.1% | 歷史 |
| Niocorp Developments Ltd654484104 | COM | 1,273 | $4,061 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 198 | $3,782 | <0.1% | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 60 | $3,711 | <0.1% | 歷史 |
| ARAntero Resources Corp | COM | 152 | $3,448 | <0.1% | 歷史 |
| Bloom Energy Corp093712AH0 | NOTE 2.500% 8/1 | 3,000 | $3,422 | <0.1% | – |
| ADAMAdamas Trust, Inc. | COM | 386 | $3,293 | <0.1% | 歷史 |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 31 | $3,221 | <0.1% | – |
| iShares Tr464288166 | AGENCY BOND ETF | 30 | $3,205 | <0.1% | – |
| QGENQiagen N.V. | SHS NEW | 65 | $2,823 | <0.1% | 歷史 |
| IVRInvesco Mortgage Capital Inc. | COM | 306 | $2,712 | <0.1% | 歷史 |
| MicroStrategy Inc594972AE1 | NOTE 2/1 | 3,000 | $2,595 | <0.1% | – |
| Textainer Group Holdings LtdG8766E109 | SHS | 52 | $2,558 | <0.1% | – |
| MRTXMirati Therapeutics, Inc. | COM | 42 | $2,468 | <0.1% | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 53 | $2,449 | <0.1% | – |
| RCKTRocket Pharmaceuticals, Inc. | COM | 80 | $2,398 | <0.1% | 歷史 |
| CMBMFCambium Networks Corp | SHS | 388 | $2,328 | <0.1% | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 140 | $2,295 | <0.1% | 歷史 |
| CNSCohen & Steers, Inc. | COM | 30 | $2,272 | <0.1% | 歷史 |
| XNCRXencor Inc | COM | 103 | $2,187 | <0.1% | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 108 | $2,063 | <0.1% | 歷史 |
| ECPGEncore Capital Group Inc | COM | 40 | $2,030 | <0.1% | 歷史 |
| REPLReplimune Group, Inc. | COM | 240 | $2,023 | <0.1% | 歷史 |
| CATCCambridge Bancorp | COM | 29 | $2,013 | <0.1% | 歷史 |
| PRLBProto Labs Inc | COM | 50 | $1,948 | <0.1% | 歷史 |
| TUPTupperware Brands Corp | COM | 852 | $1,704 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 35 | $1,632 | <0.1% | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 49 | $1,619 | <0.1% | – |
| JOUTJohnson Outdoors Inc | CL A | 30 | $1,603 | <0.1% | 歷史 |
| ZHZhihu Inc. | ADS | 1,710 | $1,601 | <0.1% | 歷史 |
| UNFIUnited Natural Foods Inc | COM | 98 | $1,591 | <0.1% | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 29 | $1,574 | <0.1% | – |
| ALHCAlignment Healthcare, Inc. | COM | 180 | $1,550 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 36 | $1,533 | <0.1% | – |
| MDRXVeradigm Inc. | COM | 146 | $1,532 | <0.1% | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 24 | $1,487 | <0.1% | – |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 199 | $1,457 | <0.1% | 歷史 |
| First Tr Energy Income & Gro33738G104 | COM | 100 | $1,448 | <0.1% | – |
| KIDSOrthopediatrics Corp | COM | 44 | $1,430 | <0.1% | 歷史 |
| VREXVarex Imaging Corp | COM | 69 | $1,415 | <0.1% | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 32 | $1,389 | <0.1% | 歷史 |
| STKSONE Group Hospitality, Inc. | COM | 227 | $1,389 | <0.1% | 歷史 |
| IMKTAIngles Markets Inc | CL A | 16 | $1,382 | <0.1% | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 47 | $1,317 | <0.1% | – |
| ERASErasca, Inc. | COM | 610 | $1,299 | <0.1% | 歷史 |
| WINAWinmark Corp | COM | 3 | $1,253 | <0.1% | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1,220 | <0.1% | – |
| YOUClear Secure, Inc. | COM CL A | 59 | $1,218 | <0.1% | 歷史 |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 26 | $1,160 | <0.1% | – |
| GORVLazydays Holdings, Inc. | COM | 164 | $1,156 | <0.1% | 歷史 |
| MBUUMalibu Boats, Inc. | COM CL A | 20 | $1,096 | <0.1% | 歷史 |
| AFCGAdvanced Flower Capital Inc. | COM | 90 | $1,083 | <0.1% | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 267 | $1,081 | <0.1% | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 59 | $1,068 | <0.1% | 歷史 |
| TCSContainer Store Group, Inc. | COM | 466 | $1,062 | <0.1% | 歷史 |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 218 | $1,003 | <0.1% | 歷史 |
| CPECallon Petroleum Co | COM | 30 | $972 | <0.1% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 382 | $944 | <0.1% | 歷史 |