EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31,2025/5/13 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 4,009
- 較 2024 年第 4 季 +259
- 總值
- $18.2 億
- 較 2024 年第 4 季 +$4,053 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 167,345 | $6,206 萬 | 3.4% | +2,100+1.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,184,828 | $6,022 萬 | 3.3% | −18,694−1.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 311,989 | $5,389 萬 | 3.0% | −8,033−2.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 201,896 | $4,485 萬 | 2.5% | −12,013−5.6% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 713,233 | $4,205 萬 | 2.3% | +25,505+3.7% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 290,250 | $2,662 萬 | 1.5% | −23,780−7.6% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 337,421 | $2,641 萬 | 1.5% | +58,161+20.8% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 362,016 | $2,605 萬 | 1.4% | +32,537+9.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 50,011 | $2,570 萬 | 1.4% | −6,529−11.5% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 437,187 | $2,394 萬 | 1.3% | +176,504+67.7% | 加碼 | – |
| Elevation Series Trust210322202 | SOVE CAP FLOU FD | 787,432 | $2,340 萬 | 1.3% | +47,077+6.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 61,855 | $2,322 萬 | 1.3% | +3,216+5.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 121,158 | $2,305 萬 | 1.3% | +15,696+14.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 116,244 | $2,255 萬 | 1.2% | +2,085+1.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 202,002 | $2,189 萬 | 1.2% | +26,367+15.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 466,495 | $2,111 萬 | 1.2% | −4,826−1.0% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 251,150 | $2,083 萬 | 1.1% | +31,161+14.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 77,530 | $2,009 萬 | 1.1% | +3,959+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 72,433 | $1,991 萬 | 1.1% | +2,922+4.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 239,138 | $1,888 萬 | 1.0% | −11,504−4.6% | 減碼 | – |
| PGRProgressive Corp | Stock | 66,070 | $1,870 萬 | 1.0% | +1,036+1.6% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 563,146 | $1,858 萬 | 1.0% | +63,453+12.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 369,124 | $1,802 萬 | 1.0% | +6,384+1.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 106,192 | $1,642 萬 | 0.9% | −1,051−1.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,023 | $1,512 萬 | 0.8% | +11,447+73.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 178,637 | $1,508 萬 | 0.8% | −45,705−20.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 26,675 | $1,499 萬 | 0.8% | +3,278+14.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 87,202 | $1,460 萬 | 0.8% | +2,886+3.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 143,687 | $1,427 萬 | 0.8% | +5,563+4.0% | 加碼 | – |
| Pgim ETF Tr69344A834 | AAA CLO ETF | 245,892 | $1,262 萬 | 0.7% | +245,892 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 56,198 | $1,246 萬 | 0.7% | −1,265−2.2% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 200,510 | $1,239 萬 | 0.7% | +16,256+8.8% | 加碼 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 599,119 | $1,165 萬 | 0.6% | +21,476+3.7% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 97,564 | $1,128 萬 | 0.6% | −474−0.5% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 118,638 | $1,113 萬 | 0.6% | +4,958+4.4% | 加碼 | – |
| CVXChevron Corp | Stock | 65,400 | $1,094 萬 | 0.6% | −1,741−2.6% | 減碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 322,146 | $1,076 萬 | 0.6% | +85,637+36.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 29,236 | $1,072 萬 | 0.6% | −687−2.3% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 2,785 | $1,062 萬 | 0.6% | +25+0.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 185,345 | $1,059 萬 | 0.6% | +64,415+53.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 128,286 | $1,048 萬 | 0.6% | +106,795+496.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 174,847 | $1,039 萬 | 0.6% | −612−0.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 17,938 | $1,034 萬 | 0.6% | +1,578+9.6% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 222,233 | $1,029 萬 | 0.6% | −14,328−6.1% | 減碼 | – |
| CRHCRH Public Ltd Co | ORD | 116,849 | $1,028 萬 | 0.6% | +1,899+1.7% | 加碼 | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 402,935 | $986.4 萬 | 0.5% | +125,436+45.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 345,956 | $960.7 萬 | 0.5% | +161,600+87.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 30,547 | $951.7 萬 | 0.5% | +1,484+5.1% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 32,088 | $925.0 萬 | 0.5% | +9,372+41.3% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 405,631 | $910.6 萬 | 0.5% | +83,197+25.8% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 118,791 | $909.6 萬 | 0.5% | −16,479−12.2% | 減碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 139,625 | $856.3 萬 | 0.5% | +16,172+13.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 102,620 | $824.8 萬 | 0.5% | −12,529−10.9% | 減碼 | – |
| ASMLASML Holding NV | ADR | 12,241 | $811.1 萬 | 0.4% | +4,785+64.2% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 114,832 | $808.6 萬 | 0.4% | +1,315+1.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 32,706 | $802.3 萬 | 0.4% | −59−0.2% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 307,723 | $798.8 萬 | 0.4% | +4,511+1.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 52,967 | $768.7 萬 | 0.4% | +3,581+7.3% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 215,072 | $766.7 萬 | 0.4% | −5,898−2.7% | 減碼 | – |
| PFNPIMCO Income Strategy Fund II | COM | 1,001,543 | $755.2 萬 | 0.4% | +128,030+14.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,189 | $752.9 萬 | 0.4% | −8,392−14.8% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 53,488 | $747.7 萬 | 0.4% | +910+1.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,894 | $740.0 萬 | 0.4% | −6,375−31.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 121,493 | $713.0 萬 | 0.4% | +1,237+1.0% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 207,756 | $711.6 萬 | 0.4% | +42,998+26.1% | 加碼 | – |
| COPConocoPhillips | Stock | 67,585 | $709.8 萬 | 0.4% | +5,864+9.5% | 加碼 | 歷史 |
| ETF Opportunities Trust26923N397 | SMI 3FOURTEEN RE | 291,830 | $703.3 萬 | 0.4% | +291,830 | 新進 | – |
| AMHAmerican Homes 4 Rent | CL A | 185,346 | $700.8 萬 | 0.4% | −10,738−5.5% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 68,011 | $682.2 萬 | 0.4% | −1,243−1.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 75,023 | $658.6 萬 | 0.4% | +1,735+2.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 18,746 | $657.0 萬 | 0.4% | +732+4.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 195,428 | $647.6 萬 | 0.4% | +19,637+11.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 47,773 | $616.1 萬 | 0.3% | +20,551+75.5% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 17,364 | $612.2 萬 | 0.3% | +679+4.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,051 | $572.3 萬 | 0.3% | −4,675−43.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 93,024 | $562.6 萬 | 0.3% | −1,049−1.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 72,747 | $534.3 萬 | 0.3% | +51,173+237.2% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 125,781 | $518.3 萬 | 0.3% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 40,581 | $515.9 萬 | 0.3% | +1,650+4.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 196,234 | $515.3 萬 | 0.3% | +138,253+238.4% | 加碼 | – |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 167,032 | $513.5 萬 | 0.3% | +8,728+5.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,993 | $505.3 萬 | 0.3% | −1,963−12.3% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 98,481 | $502.7 萬 | 0.3% | +14,662+17.5% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 80,788 | $482.7 萬 | 0.3% | +9,139+12.8% | 加碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 37,133 | $478.4 萬 | 0.3% | −1,725−4.4% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 71,945 | $476.8 萬 | 0.3% | +6,399+9.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 5,110 | $476.6 萬 | 0.3% | +665+15.0% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 15,205 | $469.7 萬 | 0.3% | −131−0.9% | 減碼 | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 145,517 | $440.9 萬 | 0.2% | −3,644−2.4% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 167,213 | $440.6 萬 | 0.2% | +88,731+113.1% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 27,479 | $439.3 萬 | 0.2% | +5,994+27.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,183 | $430.3 萬 | 0.2% | +4,462+14.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 26,039 | $418.0 萬 | 0.2% | +524+2.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 5,042 | $416.5 萬 | 0.2% | +999+24.7% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 35,708 | $414.0 萬 | 0.2% | +4,307+13.7% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 103,563 | $407.6 萬 | 0.2% | −200.0% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 23,793 | $406.0 萬 | 0.2% | +923+4.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,549 | $400.9 萬 | 0.2% | −772−8.3% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $399.2 萬 | 0.2% | −2−28.6% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 93,644 | $398.4 萬 | 0.2% | +2,558+2.8% | 加碼 | 歷史 |
選擇權(2 檔)
同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Blackstone Private Credit Fund6926069LL | Stock | $179.0 萬 | – |
| Alphabet Inc Cap STK6951179OI | Stock | – | $3.09 萬 |
2024 年第 4 季之後清倉(225 檔)
2024 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 225 檔。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Hartford FDS Exchange Traded41653L404 | SCHRDRS TAX BD | 33,860 | $65.6 萬 | <0.1% | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 14,519 | $44.6 萬 | <0.1% | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 3,268 | $39.1 萬 | <0.1% | – |
| AZPNAspen Technology, Inc. | COM | 1,534 | $38.3 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 1,258 | $19.5 萬 | <0.1% | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 7,857 | $19.2 萬 | <0.1% | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 6,995 | $17.3 萬 | <0.1% | – |
| Advisorshares Ranger Equity Bear ETF00768Y883 | CEF | 5,320 | $8.69 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 1,100 | $8.33 萬 | <0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 2,462 | $7.74 萬 | <0.1% | – |
| FDUSFidus Investment Corp | COM | 3,596 | $7.56 萬 | <0.1% | 歷史 |
| Innovator ETFs Tr45783Y798 | GRWT ACCLTD PLUS | 3,000 | $7.52 萬 | <0.1% | – |
| iShares Tr464289883 | CORE 30 70 ETF | 1,575 | $5.87 萬 | <0.1% | – |
| INFNInfinera Corp | COM | 7,500 | $4.93 萬 | <0.1% | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 373 | $4.03 萬 | <0.1% | – |
| QGENQiagen N.V. | Stock | 871 | $3.88 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 732 | $3.87 萬 | <0.1% | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 1,130 | $3.36 萬 | <0.1% | – |
| SMARSmartsheet Inc | COM CL A | 536 | $3.00 萬 | <0.1% | 歷史 |
| ALTRAltair Engineering Inc. | COM CL A | 208 | $2.27 萬 | <0.1% | 歷史 |
| LAKELakeland Industries Inc | COM | 863 | $2.21 萬 | <0.1% | 歷史 |
| Advisorshares Tr00768Y529 | DORSY SHRT ETF | 2,925 | $2.06 萬 | <0.1% | – |
| HCPHashiCorp, Inc. | COM CL A | 587 | $2.01 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 343 | $1.83 萬 | <0.1% | – |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 1,000 | $1.78 萬 | <0.1% | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 5,000 | $1.47 萬 | <0.1% | 歷史 |
| PFCPremier Financial Corp | COM | 563 | $1.44 萬 | <0.1% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 131 | $1.37 萬 | <0.1% | – |
| ARCHArch Resources, Inc. | CL A | 96 | $1.36 萬 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 2,376 | $1.22 萬 | <0.1% | 歷史 |
| GGNGAMCO Global Gold, Natural Resources & Income Trust | COM SH BEN INT | 3,000 | $1.13 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 377 | $1.08 萬 | <0.1% | – |
| Barnes Group Inc067806109 | COM | 217 | $1.03 萬 | <0.1% | – |
| IBTXIndependent Bank Group, Inc. | COM | 158 | $9,585 | <0.1% | 歷史 |
| Silvercrest Metals Inc828363101 | COM | 1,040 | $9,464 | <0.1% | – |
| MTTRMatterport, Inc. | COM CL A | 1,839 | $8,717 | <0.1% | 歷史 |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 167 | $7,000 | <0.1% | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 117 | $6,374 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 129 | $6,178 | <0.1% | – |
| OUTOUTFRONT Media Inc. | COM | 325 | $5,765 | <0.1% | 歷史 |
| EDREndeavor Group Holdings, Inc. | CL A COM | 179 | $5,601 | <0.1% | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 49 | $5,351 | <0.1% | – |
| DEAEasterly Government Properties, Inc. | COM | 440 | $4,999 | <0.1% | 歷史 |
| VPGVishay Precision Group, Inc. | COM | 201 | $4,717 | <0.1% | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 204 | $4,684 | <0.1% | – |
| iShares Tr46435G342 | MORTGE REL ETF | 200 | $4,270 | <0.1% | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 176 | $3,760 | <0.1% | 歷史 |
| CVGICommercial Vehicle Group, Inc. | COM | 1,458 | $3,616 | <0.1% | 歷史 |
| GEARRevelyst, Inc. | COM SHS | 179 | $3,442 | <0.1% | 歷史 |
| VTLEVital Energy, Inc. | COM | 111 | $3,431 | <0.1% | 歷史 |
| PLLPiedmont Lithium Inc. | Stock | 379 | $3,313 | <0.1% | 歷史 |
| Alnylam Pharmaceuticals, Inc.02043QAB3 | NOTE 1.000% 9/1 | 3,000 | $3,190 | <0.1% | – |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 252 | $3,132 | <0.1% | 歷史 |
| AMPYAmplify Energy Corp. | COM | 516 | $3,096 | <0.1% | 歷史 |
| MHHMastech Digital, Inc. | COM | 190 | $2,831 | <0.1% | 歷史 |
| Ziff Davis, Inc.48123VAE2 | NOTE 1.750%11/0 | 3,000 | $2,803 | <0.1% | – |
| MRCMRC Global Inc. | COM | 219 | $2,799 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H208 | ALLIANZIM US EQT | 80 | $2,626 | <0.1% | – |
| Liberty Media Corp531229AQ5 | NOTE 2.250% 8/1 | 2,000 | $2,438 | <0.1% | – |
| Lithium Amers Corp New53680QAA6 | NOTE 1.750% 1/1 | 3,000 | $2,272 | <0.1% | – |
| LFVNLifevantage Corp | COM NEW | 118 | $2,064 | <0.1% | 歷史 |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 200 | $1,986 | <0.1% | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 34 | $1,928 | <0.1% | – |
| HTLFHeartland Financial USA Inc | COM | 31 | $1,900 | <0.1% | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 25 | $1,897 | <0.1% | – |
| CNNECannae Holdings, Inc. | COM | 95 | $1,887 | <0.1% | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 46 | $1,866 | <0.1% | – |
| AFCGAdvanced Flower Capital Inc. | COM | 222 | $1,849 | <0.1% | 歷史 |
| JOUTJohnson Outdoors Inc | CL A | 51 | $1,683 | <0.1% | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 20 | $1,545 | <0.1% | – |
| ROICRetail Opportunity Investments Corp | COM | 89 | $1,545 | <0.1% | 歷史 |
| ALMSAlumis Inc. | COM | 182 | $1,430 | <0.1% | 歷史 |
| NARIInari Medical, Inc. | Stock | 27 | $1,377 | <0.1% | 歷史 |
| SDRLSEADRILL Ltd | COM | 35 | $1,363 | <0.1% | 歷史 |
| DFINDonnelley Financial Solutions, Inc. | COM | 21 | $1,317 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 50 | $1,233 | <0.1% | – |
| PFSIPennyMac Financial Services, Inc. | COM | 12 | $1,226 | <0.1% | 歷史 |
| LMATLemaitre Vascular Inc | COM | 13 | $1,198 | <0.1% | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 4,755 | $1,184 | <0.1% | 歷史 |
| Investment Managers Ser Tr I46144X131 | TRADR 2X SHORT | 28 | $1,178 | <0.1% | – |
| AORTArtivion, Inc. | COM | 41 | $1,172 | <0.1% | 歷史 |
| FLNGFlex LNG Ltd. | SHS | 45 | $1,032 | <0.1% | 歷史 |
| PGREParamount Group, Inc. | COM | 198 | $978 | <0.1% | 歷史 |
| PWPPerella Weinberg Partners | CLASS A COM | 41 | $977 | <0.1% | 歷史 |
| Pacer FDS Tr69374H402 | US EXPORT LEAD | 20 | $962 | <0.1% | – |
| SUMSummit Materials, Inc. | CL A | 19 | $961 | <0.1% | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 43 | $947 | <0.1% | – |
| SRGSeritage Growth Properties | CL A | 226 | $931 | <0.1% | 歷史 |
| Fidelity Merrimack STR Tr316188101 | CORP BOND ETF | 20 | $928 | <0.1% | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 56 | $915 | <0.1% | – |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 72 | $873 | <0.1% | 歷史 |
| BANRBanner Corp | COM NEW | 12 | $801 | <0.1% | 歷史 |
| CTSCTS Corp | COM | 15 | $791 | <0.1% | 歷史 |
| LTRXLantronix Inc | COM NEW | 190 | $783 | <0.1% | 歷史 |
| PDFSPDF Solutions Inc | COM | 28 | $758 | <0.1% | 歷史 |
| NXENexGen Energy Ltd. | COM | 112 | $739 | <0.1% | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 20 | $723 | <0.1% | 歷史 |
| PDSBPDS Biotechnology Corp | COM | 431 | $703 | <0.1% | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 33 | $622 | <0.1% | 歷史 |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 48 | $613 | <0.1% | 歷史 |