WealthShield Partners, LLC
- SEC CIK
- 0001729303
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/12。SEC
- 持股檔數
- 379
- 較 2026 年第 1 季 −228
- 總值
- $6.54 億
- 較 2026 年第 1 季 −$2.44 億 (−27.2%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF464287200 | ETF | 71,406 | $5,347.53 萬 | 8.18% | +17,447+32.3% | 加碼 | – |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 128,972 | $1,773.76 萬 | 2.71% | −25,940−16.7% | 減碼 | – |
| VANGUARD WORLD FD921910816 | MEGA GRWTH IND | 189,435 | $1,665.32 萬 | 2.55% | +145,481+331.0% | 加碼 | – |
| ISHARES CORE DIVIDEND GROWTH ETF46434V621 | ETF | 198,534 | $1,504.69 萬 | 2.30% | +12,947+7.0% | 加碼 | – |
| BLACKROCK ETF TRUST09290C103 | ISHARES US EQUIT | 203,122 | $1,381.43 萬 | 2.11% | −26,242−11.4% | 減碼 | – |
| ISHARES TR46434V613 | CORE UNIVRSL USD | 279,846 | $1,291.49 萬 | 1.98% | −6,443−2.3% | 減碼 | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 53,156 | $1,257.79 萬 | 1.92% | −1,891−3.4% | 減碼 | – |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 54,577 | $1,239.24 萬 | 1.90% | −25,709−32.0% | 減碼 | – |
| AAPLAPPLE INC COM | Stock | 42,498 | $1,229.71 萬 | 1.88% | −32,794−43.6% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 59,194 | $1,184.41 萬 | 1.81% | −22,626−27.7% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 29,078 | $1,084.66 萬 | 1.66% | −5,362−15.6% | 減碼 | 查看 |
| VANGUARD WORLD FD921910840 | MEGA CAP VAL ETF | 65,255 | $1,066.59 萬 | 1.63% | −5,573−7.9% | 減碼 | – |
| AMZNAMAZON COM INC COM | Stock | 40,692 | $969.85 萬 | 1.48% | −9,716−19.3% | 減碼 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 112,264 | $930 萬 | 1.42% | −176,176−61.1% | 減碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 25,258 | $902.64 萬 | 1.38% | −4,336−14.7% | 減碼 | 查看 |
| ISHARES TR464288414 | NATIONAL MUN ETF | 82,097 | $883.53 萬 | 1.35% | +6,290+8.3% | 加碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 26,655 | $872.49 萬 | 1.33% | −4,723−15.1% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 100,729 | $867.68 萬 | 1.33% | +82,692+458.5% | 加碼 | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 42,431 | $808.4 萬 | 1.24% | −2,418−5.4% | 減碼 | – |
| AMATAPPLIED MATLS INC COM | Stock | 11,119 | $803.9 萬 | 1.23% | +2,995+36.9% | 加碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 17,906 | $776.41 萬 | 1.19% | −4,883−21.4% | 減碼 | 查看 |
| ISHARES TR464288885 | EAFE GRWTH ETF | 61,094 | $760.13 萬 | 1.16% | −241−0.4% | 減碼 | – |
| BLACKROCK ETF TRUST09290C780 | ISHA I IN TE ETF | 139,150 | $733.6 萬 | 1.12% | −44,848−24.4% | 減碼 | – |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 9,250 | $705.9 萬 | 1.08% | −1,370−12.9% | 減碼 | 查看 |
| CCITIGROUP INC COM NEW | Stock | 49,078 | $686.9 萬 | 1.05% | −2,895−5.6% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 16,857 | $636.78 萬 | 0.97% | −4,770−22.1% | 減碼 | 查看 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 17,824 | $611.06 萬 | 0.93% | −8,726−32.9% | 減碼 | – |
| GEVGE VERNOVA INC COM | Stock | 5,194 | $610.48 萬 | 0.93% | +412+8.6% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 10,631 | $598.84 萬 | 0.92% | −678−6.0% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 49,559 | $561.3 萬 | 0.86% | −3,690−6.9% | 減碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 26,154 | $556.47 萬 | 0.85% | −3,996−13.3% | 減碼 | – |
| ISHARES CORE S&P U.S. GROWTH ETF464287671 | ETF | 28,938 | $544.29 萬 | 0.83% | +687+2.4% | 加碼 | – |
| TTTRANE TECHNOLOGIES PLC | SHS | 10,983 | $539.46 萬 | 0.83% | −265−2.4% | 減碼 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 15,673 | $534.48 萬 | 0.82% | −2,514−13.8% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 10,663 | $533.57 萬 | 0.82% | −2,850−21.1% | 減碼 | 查看 |
| BLACKROCK ETF TRUST09290C855 | ISHA LA CORE ETF | 102,111 | $514.33 萬 | 0.79% | +5,764+6.0% | 加碼 | – |
| ISHARES TR464288877 | EAFE VALUE ETF | 66,966 | $512.62 萬 | 0.78% | −76,444−53.3% | 減碼 | – |
| PROSHARES TR74348A467 | S&P 500 DV ARIST | 90,749 | $509.65 萬 | 0.78% | +45,240+99.4% | 加碼 | – |
| UBERUBER TECHNOLOGIES INC COM | Stock | 67,493 | $487.03 萬 | 0.74% | +3,695+5.8% | 加碼 | 查看 |
| BLACKROCK ETF TRUST09290C699 | ISHARES DEFENSE | 149,677 | $475.67 萬 | 0.73% | +15,066+11.2% | 加碼 | – |
| ISHARES U.S. TREASURY BOND ETF46429B267 | ETF | 205,853 | $468.93 萬 | 0.72% | +6,360+3.2% | 加碼 | – |
| BLACKROCK ETF TRUST09290C764 | ISHA IN CTRY ETF | 124,810 | $456.8 萬 | 0.70% | +124,810 | 新進 | – |
| NFLXNETFLIX INC. COM | Stock | 63,749 | $455.17 萬 | 0.70% | +4,537+7.7% | 加碼 | 查看 |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 31,036 | $454.7 萬 | 0.70% | −178−0.6% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 3,510 | $421.01 萬 | 0.64% | +478+15.8% | 加碼 | 查看 |
| BLACKROCK ETF TRUST09290C806 | ISHA US THEM ETF | 96,890 | $417.69 萬 | 0.64% | −67,427−41.0% | 減碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 5,535 | $414.4 萬 | 0.63% | −3,597−39.4% | 減碼 | 查看 |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 89,267 | $403.96 萬 | 0.62% | −8,280−8.5% | 減碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 26,566 | $402.47 萬 | 0.62% | +1,312+5.2% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 5,433 | $387.51 萬 | 0.59% | −217−3.8% | 減碼 | 查看 |
| ISHARES TR464288588 | MBS ETF | 40,370 | $381.58 萬 | 0.58% | −4,396−9.8% | 減碼 | – |
| ETNEATON CORP PLC SHS | Stock | 8,861 | $377.6 萬 | 0.58% | −459−4.9% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 17,303 | $377.08 萬 | 0.58% | −46,610−72.9% | 減碼 | – |
| APHAMPHENOL CORP NEW | CL A | 20,688 | $365.29 萬 | 0.56% | +165+0.8% | 加碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 12,528 | $353.33 萬 | 0.54% | −1,020−7.5% | 減碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 9,843 | $347.14 萬 | 0.53% | −6,272−38.9% | 減碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 12,131 | $327.93 萬 | 0.50% | −4,680−27.8% | 減碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 12,753 | $323.88 萬 | 0.50% | −368−2.8% | 減碼 | 查看 |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 25,503 | $316.67 萬 | 0.48% | +16,040+169.5% | 加碼 | – |
| VVISA INC COM CL A | Stock | 9,192 | $315.38 萬 | 0.48% | +46+0.5% | 加碼 | 查看 |
| FANGDIAMONDBACK ENERGY INC COM | Stock | 17,637 | $310.03 萬 | 0.47% | +869+5.2% | 加碼 | 查看 |
| PHPARKER-HANNIFIN CORP COM | Stock | 3,166 | $309.7 萬 | 0.47% | +118+3.9% | 加碼 | 查看 |
| VANGUARD INTL EQUITY INDEX F922042874 | FTSE EUROPE ETF | 34,076 | $301.71 萬 | 0.46% | −2,719−7.4% | 減碼 | – |
| CBCHUBB LIMITED COM | Stock | 8,730 | $298.36 萬 | 0.46% | +188+2.2% | 加碼 | 查看 |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 24,048 | $296.06 萬 | 0.45% | +3,659+17.9% | 加碼 | 查看 |
| ISHARES TR46438G448 | LONG TERM MUNI | 57,176 | $292.86 萬 | 0.45% | +5,839+11.4% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409 | ETF | 23,606 | $280.89 萬 | 0.43% | −13,935−37.1% | 減碼 | – |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 6,955 | $276.59 萬 | 0.42% | −1,100−13.7% | 減碼 | 查看 |
| ISHARES TR464288653 | 10-20 YR TRS ETF | 27,416 | $275.12 萬 | 0.42% | −7,887−22.3% | 減碼 | – |
| CMECME GROUP INC | COM | 12,318 | $272.02 萬 | 0.42% | +486+4.1% | 加碼 | 查看 |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 7,198 | $270.16 萬 | 0.41% | −278−3.7% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 10,795 | $262.31 萬 | 0.40% | −4,819−30.9% | 減碼 | – |
| ADIANALOG DEVICES INC COM | Stock | 6,590 | $261.75 萬 | 0.40% | −441−6.3% | 減碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 3,801 | $261.06 萬 | 0.40% | −896−19.1% | 減碼 | – |
| EWEDWARDS LIFESCIENCES CORP COM | Stock | 28,111 | $254.29 萬 | 0.39% | +926+3.4% | 加碼 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 6,074 | $247.38 萬 | 0.38% | +360+6.3% | 加碼 | 查看 |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 19,310 | $244.43 萬 | 0.37% | −5,659−22.7% | 減碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 4,747 | $241.86 萬 | 0.37% | +384+8.8% | 加碼 | 查看 |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 8,227 | $239.07 萬 | 0.37% | +868+11.8% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 2,514 | $235.2 萬 | 0.36% | −403−13.8% | 減碼 | 查看 |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 9,411 | $233.74 萬 | 0.36% | +190+2.1% | 加碼 | 查看 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 26,589 | $233.66 萬 | 0.36% | −2,024−7.1% | 減碼 | – |
| FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302 | ETF | 8,469 | $224.19 萬 | 0.34% | −281−3.2% | 減碼 | – |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 5,377 | $223.48 萬 | 0.34% | −1,055−16.4% | 減碼 | 查看 |
| BLACKROCK ETF TRUST09290C665 | ISHA SYST AL ETF | 77,709 | $217.97 萬 | 0.33% | +77,709 | 新進 | – |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 5,167 | $215.2 萬 | 0.33% | +181+3.6% | 加碼 | 查看 |
| IQVIQVIA HLDGS INC COM | Stock | 11,129 | $215.03 萬 | 0.33% | +921+9.0% | 加碼 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 25,961 | $214.54 萬 | 0.33% | −5,175−16.6% | 減碼 | 查看 |
| CRMSALESFORCE INC COM | Stock | 13,630 | $214.11 萬 | 0.33% | +227+1.7% | 加碼 | 查看 |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 19,669 | $211.44 萬 | 0.32% | −5,398−21.5% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 5,931 | $209.57 萬 | 0.32% | −3,300−35.7% | 減碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 7,544 | $205.21 萬 | 0.31% | −140−1.8% | 減碼 | 查看 |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 6,726 | $202.07 萬 | 0.31% | −483−6.7% | 減碼 | – |
| NEENEXTERA ENERGY INC COM | Stock | 22,517 | $197.63 萬 | 0.30% | −3,034−11.9% | 減碼 | 查看 |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 8,869 | $194.61 萬 | 0.30% | −26,628−75.0% | 減碼 | – |
| GLDSPDR GOLD SHARES | ETF | 5,268 | $194.06 萬 | 0.30% | −2,054−28.1% | 減碼 | 查看 |
| OREALTY INCOME CORP COM | REIT | 30,908 | $192.34 萬 | 0.29% | −1,410−4.4% | 減碼 | 查看 |
| CTRECARETRUST REIT INC | COM | 46,771 | $190.55 萬 | 0.29% | −1,523−3.2% | 減碼 | 查看 |
| BLACKROCK ETF TRUST II092528835 | ISHA GLO USD ETF | 37,630 | $189.24 萬 | 0.29% | +37,630 | 新進 | – |
| MPCMARATHON PETE CORP COM | Stock | 7,317 | $187.07 萬 | 0.29% | −228−3.0% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（245 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
依市值列出前 100 檔，共 245 檔。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775 | ETF | 103,918 | $958.95 萬 | 1.07% |
| SCHWAB U.S. LARGE-CAP VALUE ETF808524409 | ETF | 287,278 | $876.2 萬 | 0.98% |
| VANECK ETF TRUST92189F486 | IG FLOA RATE ETF | 209,139 | $532.89 萬 | 0.59% |
| AMERICAN CENTY ETF TR025072802 | INTL SMCP VLU | 41,235 | $411.77 萬 | 0.46% |
| ISHARES TR46435G326 | CORE MSCI INTL | 35,984 | $300.72 萬 | 0.34% |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 98,716 | $287.07 萬 | 0.32% |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 107,966 | $276.83 萬 | 0.31% |
| WISDOMTREE TR97717W778 | INTL MIDCAP DV | 32,108 | $265.95 萬 | 0.30% |
| SPDR INDEX SHS FDS78463X459 | ST STR SP GLBDIV | 19,156 | $147.79 萬 | 0.16% |
| NUSHARES ETF TR67092P607 | NUVEEN ESG SMLCP | 32,555 | $146.69 萬 | 0.16% |
| IDXXIDEXX LABS INC | COM | 2,606 | $146.43 萬 | 0.16% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755 | ETF | 29,621 | $144.94 萬 | 0.16% |
| NUSHARES ETF TR67092P300 | NUVEEN ESG LRGVL | 30,229 | $137.54 萬 | 0.15% |
| WISDOMTREE TR97717W505 | US MIDCAP DIVID | 24,707 | $129.81 萬 | 0.14% |
| USCIUNITED STS COMMODITY INDEX F | COMM IDX FND | 13,436 | $128.07 萬 | 0.14% |
| ISHARES TR46435G193 | ESG AWRE USD ETF | 55,067 | $127.41 萬 | 0.14% |
| TAT&T INC COM | Stock | 43,736 | $126.79 萬 | 0.14% |
| PIMCO ETF TR72201R635 | MUNI INCOME OPP | 27,809 | $125.61 萬 | 0.14% |
| INVESCO EXCH TRADED FD TR II46138E404 | CEF INM COMPSI | 64,563 | $121.51 萬 | 0.14% |
| NUSHARES ETF TR67092P201 | NUVEEN ESG LRGCP | 12,966 | $117.91 萬 | 0.13% |
| SCHWAB STRATEGIC TR808524581 | GOVERNMENT MONEY | 11,506 | $115.89 萬 | 0.13% |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 21,267 | $106.76 萬 | 0.12% |
| INVESCO EXCH TRADED FD TR II46138E719 | BLOO EN ANGE ETF | 58,780 | $105.45 萬 | 0.12% |
| J P MORGAN EXCHANGE TRADED F46641Q761 | US QUALTY FCTR | 16,936 | $103.85 萬 | 0.12% |
| WISDOMTREE TR97717W604 | US SMALLCAP DIVD | 28,099 | $100.99 萬 | 0.11% |
| ASGIABERDEEN STD GLOBAL INFRASTR | COM SHS BEN INT | 42,746 | $95.58 萬 | 0.11% |
| FIRST TR EXCHANGE-TRADED FD33733E203 | NY ARCA BIOTECH | 4,689 | $94.16 萬 | 0.10% |
| NUSHARES ETF TR67092P508 | NUVEEN ESG MIDVL | 23,484 | $91.05 萬 | 0.10% |
| WISDOMTREE TR97717Y527 | FLOATNG RAT TREA | 17,546 | $88.33 萬 | 0.10% |
| INVESCO EXCHANGE TRADED FD T46137V548 | INTL DIVI ACHI | 39,493 | $87.86 萬 | 0.10% |
| VANGUARD LONG-TERM TREASURY ETF92206C847 | ETF | 15,076 | $83.46 萬 | 0.09% |
| PFEPFIZER INC COM | Stock | 29,174 | $81.92 萬 | 0.09% |
| SCHWAB U.S. REIT ETF808524847 | ETF | 35,437 | $76.15 萬 | 0.08% |
| NUSHARES ETF TR67092P409 | NUVEEN ESG MIDCP | 18,510 | $76.04 萬 | 0.08% |
| ISHARES TR464288802 | ESG OPTIMIZED | 5,590 | $73.84 萬 | 0.08% |
| INVESCO EXCHANGE TRADED FD T46137V613 | RAFI US 1000 ETF | 15,255 | $72.51 萬 | 0.08% |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 11,565 | $70.14 萬 | 0.08% |
| GEGE AEROSPACE COM NEW | Stock | 2,217 | $62.92 萬 | 0.07% |
| PIMCO ETF TR72201R643 | ENHANCD SHORT | 5,978 | $59.14 萬 | 0.07% |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 11,169 | $56.53 萬 | 0.06% |
| QCOMQUALCOMM INC COM | Stock | 4,355 | $56.08 萬 | 0.06% |
| NFJVIRTUS DIVIDEND INTEREST & P | COM | 44,449 | $56.05 萬 | 0.06% |
| WISDOMTREE TR97717X578 | EM EX ST-OWNED | 13,104 | $52.55 萬 | 0.06% |
| TEVATEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 15,830 | $47.68 萬 | 0.05% |
| INVESCO EXCHANGE TRADED FD T46137V597 | RAFI US 1500 | 9,775 | $44.84 萬 | 0.05% |
| ISHARES INC464286681 | MSCI EQUAL WEITE | 4,405 | $44.83 萬 | 0.05% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203 | ETF | 7,917 | $43.96 萬 | 0.05% |
| DGXQUEST DIAGNOSTICS INC | COM | 2,221 | $43.53 萬 | 0.05% |
| BTZBLACKROCK CR ALLOCATION | COM | 41,099 | $41.51 萬 | 0.05% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 10,422 | $40.5 萬 | 0.05% |
| AXPAMERICAN EXPRESS CO COM | Stock | 1,335 | $40.39 萬 | 0.05% |
| RMTROYCE MICRO-CAP TR INC | COM | 34,455 | $38.97 萬 | 0.04% |
| AEPAMERICAN ELEC PWR CO INC COM | Stock | 2,902 | $38.04 萬 | 0.04% |
| INVESCO EXCH TRADED FD TR II46138G870 | VAR RATE PFD | 15,436 | $37.02 萬 | 0.04% |
| ARK INNOVATION ETF00214Q104 | ETF | 5,285 | $35.72 萬 | 0.04% |
| HONHoneywell Technologies | COM | 1,520 | $34.36 萬 | 0.04% |
| PPLPPL CORP | COM | 8,929 | $34.11 萬 | 0.04% |
| PMPHILIP MORRIS INTL INC COM | Stock | 2,016 | $33.33 萬 | 0.04% |
| INVESCO EXCHANGE TRADED FD T46137V738 | LARGE CAP VALUE | 4,753 | $33.13 萬 | 0.04% |
| FDXFEDEX CORP COM | Stock | 878 | $31.27 萬 | 0.03% |
| LOWLOWES COS INC COM | Stock | 1,320 | $31.19 萬 | 0.03% |
| MMM3M CO COM | Stock | 2,125 | $30.87 萬 | 0.03% |
| BPBP PLC SPONSORED ADR | ADR | 6,454 | $30.33 萬 | 0.03% |
| BNYBANK OF NY MELLON CORP COM | Stock | 2,531 | $30.03 萬 | 0.03% |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 2,320 | $29.72 萬 | 0.03% |
| SSGA ACTIVE ETF TR78467V608 | ST STR BL LN ETF | 7,230 | $29.02 萬 | 0.03% |
| SBUXSTARBUCKS CORP COM | Stock | 3,203 | $28.69 萬 | 0.03% |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 2,940 | $27.63 萬 | 0.03% |
| CAHCARDINAL HEALTH INC COM | Stock | 1,296 | $27.38 萬 | 0.03% |
| VANECK ETF TRUST92189F528 | VANECK SHRT MUNI | 15,813 | $27.35 萬 | 0.03% |
| ABTABBOTT LABORATORIES COM | Stock | 2,543 | $26.11 萬 | 0.03% |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 380 | $25.93 萬 | 0.03% |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 3,342 | $25.77 萬 | 0.03% |
| VANECK ETF TRUST92189F460 | CEF MUNI INCOME | 11,923 | $25.63 萬 | 0.03% |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 1,731 | $25.23 萬 | 0.03% |
| WECWEC ENERGY GROUP INC COM | Stock | 2,179 | $25.23 萬 | 0.03% |
| SOSOUTHERN CO COM | Stock | 2,585 | $24.95 萬 | 0.03% |
| QQQXNUVEEN NASDAQ 100 DYNAMIC OV | COM SHS | 9,196 | $24.53 萬 | 0.03% |
| DISDISNEY WALT CO COM | Stock | 2,503 | $24.13 萬 | 0.03% |
| AMERICAN CENTY ETF TR025072372 | EMERGING MKT VAL | 3,939 | $23.63 萬 | 0.03% |
| AZNASTRAZENECA PLC ORD | ADR | 1,175 | $23.17 萬 | 0.03% |
| WMBWILLIAMS COS INC | COM | 3,157 | $22.98 萬 | 0.03% |
| ZBHZIMMER BIOMET HOLDINGS INC COM | Stock | 2,518 | $22.77 萬 | 0.03% |
| ISHARES TR46434V878 | ULTRA SHORT DUR | 4,476 | $22.66 萬 | 0.03% |
| COFCAPITAL ONE FINL CORP COM | Stock | 1,224 | $22.32 萬 | 0.02% |
| ISHARES MSCI ACWI EX U.S. ETF464288240 | ETF | 3,255 | $22.29 萬 | 0.02% |
| SSGA ACTIVE ETF TR78467V400 | GLOBL ALLO ETF | 4,483 | $22.19 萬 | 0.02% |
| STLNTHE ONCOLOGY INSTITUTE INC | COM | 70,154 | $21.54 萬 | 0.02% |
| OXYOCCIDENTAL PETE CORP COM | Stock | 3,289 | $21.38 萬 | 0.02% |
| FRANKLIN TEMPLETON ETF TR35473P108 | INTL COR DIV TIL | 5,369 | $21.37 萬 | 0.02% |
| DALDELTA AIR LINES INC | COM NEW | 3,133 | $20.83 萬 | 0.02% |
| PRINCIPAL EXCHANGE TRADED FD74255Y888 | SPECTRUM PFD | 10,887 | $20.49 萬 | 0.02% |
| DOWDOW HLDGS INC COM | Stock | 4,912 | $20.46 萬 | 0.02% |
| CVSCVS HEALTH CORP COM | Stock | 2,843 | $20.42 萬 | 0.02% |
| VLOVALERO ENERGY CORP COM | Stock | 811 | $20.04 萬 | 0.02% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 1,326 | $19.64 萬 | 0.02% |
| SPDR SERIES TRUST78464A763 | ST STR SP DIV | 1,335 | $19.48 萬 | 0.02% |
| NUSHARES ETF TR67092P854 | ESG HI TLD CRP | 9,152 | $19.38 萬 | 0.02% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808 | ETF | 913 | $18.99 萬 | 0.02% |
| FIDELITY COVINGTON TRUST316092832 | DIVID ETF RISI | 3,206 | $18.85 萬 | 0.02% |