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 |
|---|---|---|---|---|---|---|---|
| DEDeere & Co | Stock | 8,310 | $390.0 萬 | 0.2% | +528+6.8% | 加碼 | 歷史 |
| ETF Opportunities Trust26923N405 | APPLIED FINA VAL | 111,168 | $389.3 萬 | 0.2% | +24,585+28.4% | 加碼 | – |
| MAMastercard Inc | Stock | 6,673 | $365.8 萬 | 0.2% | −163−2.4% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 139,223 | $364.8 萬 | 0.2% | −4,080−2.8% | 減碼 | – |
| Timothy Plan887432359 | US LRGMD CP CORE | 85,162 | $361.4 萬 | 0.2% | −30,578−26.4% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 78,366 | $361.1 萬 | 0.2% | +38,278+95.5% | 加碼 | – |
| KEXKirby Corp | COM | 34,704 | $350.5 萬 | 0.2% | +21,156+156.2% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 85,894 | $350.2 萬 | 0.2% | +50,132+140.2% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 133,000 | $344.3 萬 | 0.2% | +101,306+319.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 121,345 | $339.3 萬 | 0.2% | −4,808−3.8% | 減碼 | – |
| Timothy Plan887432326 | HIG DV STK ETF | 89,028 | $334.9 萬 | 0.2% | −14,228−13.8% | 減碼 | – |
| MASMasco Corp | COM | 47,706 | $331.7 萬 | 0.2% | +308+0.6% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 85,048 | $326.7 萬 | 0.2% | −3,702−4.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 19,646 | $325.8 萬 | 0.2% | +1,863+10.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 46,001 | $320.8 萬 | 0.2% | +1,593+3.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 18,420 | $313.9 萬 | 0.2% | +2,838+18.2% | 加碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 80,905 | $303.4 萬 | 0.2% | +2,897+3.7% | 加碼 | – |
| SOSouthern Co | Stock | 31,443 | $289.1 萬 | 0.2% | +3,975+14.5% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 84,880 | $288.8 萬 | 0.2% | +84,708+49,248.8% | 加碼 | 歷史 |
| BRDGBridge Investment Group Holdings Inc. | COM CL A | 298,539 | $286.0 萬 | 0.2% | +293,442+5,757.2% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 49,396 | $284.6 萬 | 0.2% | −6,431−11.5% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 55,021 | $283.3 萬 | 0.2% | −107−0.2% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 47,943 | $282.6 萬 | 0.2% | +2,780+6.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 15,018 | $282.6 萬 | 0.2% | −5,564−27.0% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 103,625 | $279.2 萬 | 0.2% | +9,707+10.3% | 加碼 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 48,384 | $275.1 萬 | 0.2% | +3,687+8.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 9,201 | $265.1 萬 | 0.1% | −581−5.9% | 減碼 | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 31,689 | $261.8 萬 | 0.1% | +424+1.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,731 | $258.5 萬 | 0.1% | −220−4.4% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 5,067 | $257.6 萬 | 0.1% | +567+12.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,502 | $251.5 萬 | 0.1% | −3,456−20.4% | 減碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 51,152 | $251.4 萬 | 0.1% | +414+0.8% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,803 | $248.8 萬 | 0.1% | +7,694+40.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 17,582 | $245.8 萬 | 0.1% | +2,855+19.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,555 | $242.1 萬 | 0.1% | +737+6.8% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 65,902 | $234.9 萬 | 0.1% | +7,850+13.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 46,851 | $232.5 萬 | 0.1% | +10,200+27.8% | 加碼 | – |
| Timothy Plan887432342 | U S SM CP CORE | 62,430 | $231.2 萬 | 0.1% | −2,967−4.5% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 8,510 | $228.4 萬 | 0.1% | +1,082+14.6% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,476 | $213.2 萬 | 0.1% | +4,682+60.1% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 79,131 | $209.4 萬 | 0.1% | +8,191+11.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,103 | $208.6 萬 | 0.1% | +1,693+20.1% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 23,859 | $208.0 萬 | 0.1% | +5,176+27.7% | 加碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 20,799 | $206.9 萬 | 0.1% | +20,799 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,960 | $204.0 萬 | 0.1% | −3,263−8.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,889 | $203.7 萬 | 0.1% | +283+7.8% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 10,102 | $199.1 萬 | 0.1% | −32−0.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 9,932 | $198.8 萬 | 0.1% | +2,024+25.6% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 18,511 | $195.5 萬 | 0.1% | −1,865−9.2% | 減碼 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 18,271 | $193.7 萬 | 0.1% | +275+1.5% | 加碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 32,292 | $193.4 萬 | 0.1% | +11,489+55.2% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,593 | $192.4 萬 | 0.1% | −1,330−6.1% | 減碼 | – |
| LINLinde PLC | Stock | 4,119 | $191.8 萬 | 0.1% | +674+19.6% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 34,783 | $191.6 萬 | 0.1% | +5,316+18.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 30,636 | $190.2 萬 | 0.1% | +2,972+10.7% | 加碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 37,076 | $189.4 萬 | 0.1% | −547−1.5% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 6,001 | $187.5 萬 | 0.1% | −2,820−32.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 26,133 | $187.2 萬 | 0.1% | +9,977+61.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 42,181 | $186.7 萬 | 0.1% | +10,721+34.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,742 | $186.0 萬 | 0.1% | +7,148+127.8% | 加碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 53,608 | $183.8 萬 | 0.1% | +53,608 | 新進 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 19,780 | $183.5 萬 | 0.1% | −419−2.1% | 減碼 | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 41,944 | $182.4 萬 | 0.1% | +3,136+8.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,921 | $179.2 萬 | 0.1% | −3,701−14.4% | 減碼 | – |
| BERYBerry Global Group, Inc. | COM | 25,657 | $179.1 萬 | 0.1% | −435−1.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 42,571 | $179.1 萬 | 0.1% | +6,042+16.5% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 15,178 | $178.3 萬 | 0.1% | −785−4.9% | 減碼 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 23,804 | $175.9 萬 | 0.1% | +13,400+128.8% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 12,780 | $173.4 萬 | 0.1% | −3,194−20.0% | 減碼 | – |
| MSMorgan Stanley | Stock | 14,717 | $171.7 萬 | 0.1% | +1,557+11.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,864 | $170.6 萬 | 0.1% | −7,636−37.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 23,513 | $168.8 萬 | 0.1% | +1,941+9.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 12,635 | $167.4 萬 | 0.1% | −360−2.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 13,720 | $167.3 萬 | 0.1% | +868+6.8% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 33,258 | $165.7 萬 | 0.1% | +916+2.8% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 33,955 | $165.6 萬 | 0.1% | +12,616+59.1% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 12,907 | $162.6 萬 | 0.1% | −258−2.0% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 63,503 | $162.2 萬 | 0.1% | +63,503 | 新進 | – |
| AB Active ETFs Inc00039J830 | SHOR DU YIEL ETF | 45,061 | $160.1 萬 | 0.1% | +20,326+82.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 19,396 | $160.1 萬 | 0.1% | −34−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 30,040 | $159.7 萬 | 0.1% | +4,724+18.7% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 33,454 | $159.0 萬 | 0.1% | +5,798+21.0% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 15,642 | $157.5 萬 | 0.1% | +7,551+93.3% | 加碼 | – |
| TPRTapestry, Inc. | COM | 22,316 | $157.1 萬 | 0.1% | +9,124+69.2% | 加碼 | 歷史 |
| UGLProShares Trust II | ULTRA GOLD | 12,187 | $156.9 萬 | 0.1% | −4,847−28.5% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P652 | FTSE EUROPE | 50,269 | $155.4 萬 | 0.1% | +4,211+9.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 10,011 | $153.8 萬 | 0.1% | +2,504+33.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,644 | $153.1 萬 | 0.1% | +350+8.2% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,404 | $151.7 萬 | 0.1% | +15,374+1,492.6% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 30,620 | $151.1 萬 | 0.1% | +2,360+8.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 36,059 | $150.5 萬 | 0.1% | −14,479−28.6% | 減碼 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 14,624 | $147.0 萬 | 0.1% | +1,615+12.4% | 加碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,735 | $140.0 萬 | 0.1% | +693+13.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,746 | $138.8 萬 | 0.1% | +1,713+24.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,643 | $138.1 萬 | 0.1% | −183−3.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,063 | $137.7 萬 | 0.1% | −6,739−34.0% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 26,263 | $137.2 萬 | 0.1% | +5,225+24.8% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 9,761 | $137.0 萬 | 0.1% | +1,731+21.6% | 加碼 | – |
| MCKMcKesson Corp | Stock | 2,035 | $137.0 萬 | 0.1% | +28+1.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,571 | $136.0 萬 | 0.1% | +3,622+15.8% | 加碼 | – |
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 |