Keystone Financial Group
- SEC CIK
- 0001729299
- 最新申報
- 2026/7/29
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/31 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 169
- 較 2024 年第 1 季 −178
- 總值
- $2.79 億
- 較 2024 年第 1 季 −$4.07 億 (−59.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 204,007 | $4,297 萬 | 15.4% | +1,905+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 47,216 | $2,110 萬 | 7.6% | −175−0.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 160,086 | $1,978 萬 | 7.1% | +9,496+6.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 30,200 | $1,229 萬 | 4.4% | +262+0.9% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $1,041 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 52,376 | $1,012 萬 | 3.6% | +1,391+2.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,393 | $725.7 萬 | 2.6% | +981+7.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 35,590 | $652.8 萬 | 2.3% | −380−1.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 38,899 | $631.0 萬 | 2.3% | −270−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 36,053 | $594.6 萬 | 2.1% | −251−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 49,821 | $573.5 萬 | 2.1% | +789+1.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 27,700 | $548.1 萬 | 2.0% | +1,542+5.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 209,203 | $529.9 萬 | 1.9% | +37,010+21.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,006 | $491.9 萬 | 1.8% | −244−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 22,138 | $447.8 萬 | 1.6% | +1,265+6.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,286 | $388.0 萬 | 1.4% | +775+22.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 24,816 | $362.7 萬 | 1.3% | +999+4.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,494 | $328.0 萬 | 1.2% | +20.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 14,127 | $311.4 萬 | 1.1% | +702+5.2% | 加碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 2,611 | $310.4 萬 | 1.1% | +9+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,913 | $307.2 萬 | 1.1% | +1,485+9.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,929 | $279.2 萬 | 1.0% | −128−0.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 12,566 | $228.7 萬 | 0.8% | −666−5.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,757 | $223.2 萬 | 0.8% | −576−6.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 14,127 | $221.0 萬 | 0.8% | +1,221+9.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,122 | $210.8 萬 | 0.8% | +267+4.6% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 45,096 | $194.6 萬 | 0.7% | −129−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,184 | $188.5 萬 | 0.7% | −256−3.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 28,990 | $184.5 萬 | 0.7% | −89−0.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 29,199 | $182.9 萬 | 0.7% | +2,549+9.6% | 加碼依 50 比 1 拆股換算 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,020 | $176.9 萬 | 0.6% | +343+2.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 60,572 | $169.5 萬 | 0.6% | +8,448+16.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,501 | $167.2 萬 | 0.6% | +196+1.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,333 | $157.4 萬 | 0.6% | −29−1.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 73,252 | $140.0 萬 | 0.5% | +11,875+19.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,952 | $138.5 萬 | 0.5% | +333+5.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 7,910 | $137.2 萬 | 0.5% | −76−1.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 19,862 | $134.5 萬 | 0.5% | +601+3.1% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 12,749 | $131.7 萬 | 0.5% | +1,948+18.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,823 | $125.0 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 22,024 | $121.1 萬 | 0.4% | +42+0.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,927 | $118.4 萬 | 0.4% | +362+1.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 29,104 | $115.7 萬 | 0.4% | −1,347−4.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,252 | $114.7 萬 | 0.4% | −112−4.7% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 6,968 | $110.8 萬 | 0.4% | −98−1.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,044 | $110.1 萬 | 0.4% | −55−0.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 644 | $103.4 萬 | 0.4% | −20−3.0% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 9,655 | $96.8 萬 | 0.3% | +356+3.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,695 | $96.3 萬 | 0.3% | +1,482+18.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 22,459 | $92.6 萬 | 0.3% | +1,076+5.0% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 54,796 | $91.4 萬 | 0.3% | +978+1.8% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 3,849 | $90.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 6,156 | $86.9 萬 | 0.3% | +559+10.0% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 6,829 | $86.1 萬 | 0.3% | +166+2.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,586 | $85.0 萬 | 0.3% | −42−1.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 8,278 | $84.6 萬 | 0.3% | +47+0.6% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,904 | $78.1 萬 | 0.3% | +584+7.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,914 | $77.3 萬 | 0.3% | −201−1.8% | 減碼 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 18,684 | $77.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 9,493 | $71.5 萬 | 0.3% | +1,556+19.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,310 | $71.0 萬 | 0.3% | +28+2.2% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 43,004 | $69.9 萬 | 0.3% | −2,400−5.3% | 減碼 | 歷史 |
| ALB.PAAlbemarle Corp | 7.25% DEP SHS A | 14,000 | $65.3 萬 | 0.2% | +14,000 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,092 | $62.0 萬 | 0.2% | +189+4.8% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 2,766 | $61.5 萬 | 0.2% | −75−2.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,304 | $60.9 萬 | 0.2% | −54−4.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 10,188 | $60.5 萬 | 0.2% | +404+4.1% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 12,275 | $60.1 萬 | 0.2% | +85+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,205 | $55.4 萬 | 0.2% | +75+2.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 651 | $55.3 萬 | 0.2% | +132+25.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 516 | $54.9 萬 | 0.2% | −1−0.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 7,034 | $54.6 萬 | 0.2% | +144+2.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 16,310 | $54.6 萬 | 0.2% | −376−2.3% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 17,331 | $53.6 萬 | 0.2% | −98−0.6% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 14,399 | $51.2 萬 | 0.2% | +466+3.3% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,790 | $51.2 萬 | 0.2% | +158+2.4% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 9,563 | $50.9 萬 | 0.2% | +1,311+15.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,149 | $50.7 萬 | 0.2% | −27−2.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,103 | $50.1 萬 | 0.2% | −49−2.3% | 減碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 24,744 | $48.8 萬 | 0.2% | −2,634−9.6% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 9,162 | $48.4 萬 | 0.2% | +985+12.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,067 | $46.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,484 | $46.4 萬 | 0.2% | +266+21.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,539 | $45.8 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 14,582 | $45.2 萬 | 0.2% | −1,858−11.3% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 11,721 | $44.7 萬 | 0.2% | +163+1.4% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,484 | $44.5 萬 | 0.2% | −236−13.7% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 4,645 | $44.4 萬 | 0.2% | −644−12.2% | 減碼 | 歷史 |
| KRKroger Co | Stock | 8,753 | $43.7 萬 | 0.2% | +2,041+30.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,024 | $43.2 萬 | 0.2% | +250+14.1% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,117 | $43.0 萬 | 0.2% | −135−6.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,472 | $43.0 萬 | 0.2% | −57−1.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,975 | $42.5 萬 | 0.2% | +91+4.8% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 15,982 | $42.5 萬 | 0.2% | +3,043+23.5% | 加碼 | 歷史 |
| RHRH | COM | 1,710 | $41.8 萬 | 0.1% | +663+63.3% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 7,186 | $41.8 萬 | 0.1% | −272−3.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 747 | $41.3 萬 | 0.1% | +21+2.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 500 | $41.2 萬 | 0.1% | +3+0.6% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,978 | $41.2 萬 | 0.1% | +52+1.8% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 2,846 | $40.6 萬 | 0.1% | +453+18.9% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（191 檔）
2024 年第 1 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 191 檔。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 138,467 | $7,243 萬 | 10.6% | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 607,588 | $3,738 萬 | 5.4% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 100,974 | $2,624 萬 | 3.8% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 335,790 | $2,456 萬 | 3.6% | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 368,859 | $1,848 萬 | 2.7% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 36,066 | $1,734 萬 | 2.5% | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 246,564 | $1,304 萬 | 1.9% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 63,929 | $1,041 萬 | 1.5% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 233,294 | $1,036 萬 | 1.5% | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 108,590 | $716.2 萬 | 1.0% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,977 | $709.4 萬 | 1.0% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,832 | $622.0 萬 | 0.9% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 79,508 | $577.5 萬 | 0.8% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 57,657 | $544.3 萬 | 0.8% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,483 | $532.9 萬 | 0.8% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,627 | $522.8 萬 | 0.8% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 37,504 | $432.4 萬 | 0.6% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 13,394 | $408.1 萬 | 0.6% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,562 | $401.5 萬 | 0.6% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,885 | $396.9 萬 | 0.6% | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 123,606 | $373.7 萬 | 0.5% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 21,783 | $368.9 萬 | 0.5% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 127,030 | $354.9 萬 | 0.5% | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 19,473 | $351.4 萬 | 0.5% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 39,986 | $334.2 萬 | 0.5% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,984 | $333.0 萬 | 0.5% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 53,653 | $311.5 萬 | 0.5% | – |
| iShares Flexible Income Active ETF092528603 | ETF | 58,278 | $305.7 萬 | 0.4% | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 29,292 | $301.7 萬 | 0.4% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 7,478 | $297.4 萬 | 0.4% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,667 | $283.7 萬 | 0.4% | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 80,449 | $280.6 萬 | 0.4% | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 46,084 | $274.3 萬 | 0.4% | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 26,022 | $264.1 萬 | 0.4% | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 118,137 | $256.6 萬 | 0.4% | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 92,560 | $237.1 萬 | 0.3% | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 20,674 | $236.9 萬 | 0.3% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 53,796 | $226.6 萬 | 0.3% | – |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 27,327 | $222.3 萬 | 0.3% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 38,841 | $218.2 萬 | 0.3% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,788 | $210.2 萬 | 0.3% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,053 | $206.3 萬 | 0.3% | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 25,759 | $192.7 萬 | 0.3% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,007 | $185.6 萬 | 0.3% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,254 | $178.5 萬 | 0.3% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 29,025 | $166.1 萬 | 0.2% | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 31,287 | $160.7 萬 | 0.2% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,988 | $145.5 萬 | 0.2% | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 28,190 | $141.9 萬 | 0.2% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 27,164 | $140.2 萬 | 0.2% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,018 | $139.8 萬 | 0.2% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 26,019 | $131.9 萬 | 0.2% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 37,676 | $131.2 萬 | 0.2% | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 32,404 | $128.5 萬 | 0.2% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,361 | $121.4 萬 | 0.2% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,110 | $110.6 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 12,689 | $108.7 萬 | 0.2% | – |
| iShares Semiconductor ETF464287523 | ETF | 4,672 | $105.5 萬 | 0.2% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,063 | $104.3 萬 | 0.2% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,396 | $101.1 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 4,132 | $98.5 萬 | 0.1% | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 8,188 | $97.7 萬 | 0.1% | – |
| NIEVirtus Equity & Convertible Income Fund | COM | 42,414 | $95.0 萬 | 0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,454 | $92.6 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 14,044 | $92.5 萬 | 0.1% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 13,924 | $91.4 萬 | 0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 15,092 | $88.5 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 20,901 | $88.1 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 30,893 | $86.4 萬 | 0.1% | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,008 | $86.2 萬 | 0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 23,854 | $85.5 萬 | 0.1% | – |
| Vanguard Wellington FD921935409 | US MINIMUM | 7,598 | $85.0 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 19,939 | $84.2 萬 | 0.1% | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,850 | $81.7 萬 | 0.1% | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 7,976 | $79.3 萬 | 0.1% | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 9,972 | $75.8 萬 | 0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,876 | $75.4 萬 | 0.1% | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 18,465 | $74.0 萬 | 0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 31,209 | $71.1 萬 | 0.1% | – |
| EPDEnterprise Products Partners L.P. | Stock | 23,289 | $68.0 萬 | 0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 69,045 | $62.6 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 2,615 | $60.9 萬 | 0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 5,929 | $59.6 萬 | 0.1% | – |
| iShares Tr46432F370 | MSCI USA SZE FT | 4,171 | $59.3 萬 | 0.1% | – |
| First Tr Exchange-Traded FD336917109 | SHS | 15,396 | $59.2 萬 | 0.1% | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 32,610 | $58.4 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,687 | $58.0 萬 | 0.1% | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,749 | $56.8 萬 | 0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 7,029 | $56.6 萬 | 0.1% | – |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 8,980 | $55.8 萬 | 0.1% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,353 | $55.8 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 18,879 | $55.7 萬 | 0.1% | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 10,617 | $52.8 萬 | 0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 32,933 | $51.8 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,497 | $51.5 萬 | 0.1% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,019 | $50.8 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 4,772 | $50.8 萬 | 0.1% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,677 | $50.0 萬 | 0.1% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 5,540 | $49.8 萬 | 0.1% | – |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 17,415 | $48.7 萬 | 0.1% | – |