WealthShield Partners, LLC
- SEC CIK
- 0001729303
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 825 | $6.43 萬 | <0.1% | −309−27.2% | 減碼 | – |
| USALiberty All Star Equity Fund | SH BEN INT | 11,148 | $6.48 萬 | <0.1% | −5,306−32.2% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 167 | $6.84 萬 | <0.1% | −206−55.2% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,469 | $7.15 萬 | <0.1% | −6,870−73.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,181 | $7.18 萬 | <0.1% | −25,971−95.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 1,057 | $7.30 萬 | <0.1% | −1,899−64.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 207 | $7.57 萬 | <0.1% | −2,467−92.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,525 | $8.01 萬 | <0.1% | −63,963−96.2% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 2,584 | $8.04 萬 | <0.1% | +39+1.5% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 1,692 | $8.16 萬 | <0.1% | −483−22.2% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 1,712 | $8.21 萬 | <0.1% | −2,523−59.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 653 | $8.35 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 1,600 | $8.42 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 202 | $8.61 萬 | <0.1% | −330−62.0% | 減碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 1,553 | $8.79 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435U713 | US INFRASTRUC | 1,426 | $8.99 萬 | <0.1% | −419−22.7% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 1,677 | $9.04 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 1,948 | $9.86 萬 | <0.1% | −53,526−96.5% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 1,339 | $10.3 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 1,336 | $10.3 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,366 | $11.3 萬 | <0.1% | −1,073−44.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 4,080 | $11.3 萬 | <0.1% | −828,715−99.5% | 減碼 | – |
| Innovator ETFs Trust45784N833 | US SMALL CAP PWR | 4,000 | $11.4 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 3,762 | $11.5 萬 | <0.1% | −2,418−39.1% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 778 | $11.5 萬 | <0.1% | −7,647−90.8% | 減碼 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 3,400 | $11.5 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y228 | US SMALL CAP 10 | 3,800 | $11.8 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 2,817 | $11.9 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 3,250 | $12.1 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,104 | $12.2 萬 | <0.1% | +57+5.4% | 加碼 | – |
| Innovator ETFs Trust45782C649 | US EQTY ULTRA B | 2,961 | $12.2 萬 | <0.1% | −355−10.7% | 減碼 | – |
| Innovator ETFs Trust45783Y160 | NASD 100 10 BUFF | 4,000 | $12.3 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 4,864 | $12.4 萬 | <0.1% | −8,640−64.0% | 減碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 1,990 | $12.4 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C375 | US EQT ULTRA BF | 2,947 | $12.4 萬 | <0.1% | −398−11.9% | 減碼 | – |
| ETHAiShares Ethereum Trust ETF | SHS | 10,901 | $13.0 萬 | <0.1% | −2,531−18.8% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 2,739 | $14.4 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 915 | $14.5 萬 | <0.1% | −126−12.1% | 減碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 8,234 | $15.4 萬 | <0.1% | +8,234 | 新進 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 3,850 | $17.6 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 3,912 | $18.2 萬 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 3,733 | $18.2 萬 | <0.1% | −771−17.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,949 | $18.8 萬 | <0.1% | −1,277−39.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 1,567 | $19.0 萬 | <0.1% | −979−38.5% | 減碼 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 3,617 | $19.2 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 3,736 | $19.3 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,748 | $19.4 萬 | <0.1% | −506,485−98.9% | 減碼 | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 5,176 | $19.9 萬 | <0.1% | −456−8.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,484 | $20.0 萬 | <0.1% | −3,228−56.5% | 減碼依 4 比 1 拆股換算 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,727 | $20.1 萬 | <0.1% | −2,325−57.4% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 5,581 | $20.2 萬 | <0.1% | −110,408−95.2% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 2,000 | $20.5 萬 | <0.1% | −904−31.1% | 減碼 | – |
| Innovator ETFs Trust45784N601 | EQUITY DEF PRO 2 | 7,730 | $21.1 萬 | <0.1% | 00.0% | 不變 | – |
| ARWArrow Electronics, Inc. | COM | 1,000 | $21.3 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| Innovator ETFs Trust45784N650 | EQUIT PROTN MAY | 8,242 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| HURATuHURA Biosciences, Inc. | COM | 91,530 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 874 | $21.5 萬 | <0.1% | +874 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 4,053 | $21.7 萬 | <0.1% | −5,231−56.3% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 487 | $21.7 萬 | <0.1% | +487 | 新進 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 596 | $21.8 萬 | <0.1% | −3,974−87.0% | 減碼 | – |
| Tidal Trust II88636J675 | HILT SMAL MI ETF | 7,039 | $21.8 萬 | <0.1% | +7,039 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,000 | $22.1 萬 | <0.1% | −2,279−53.3% | 減碼 | – |
| ECORelectroCore, Inc. | COM NEW | 25,978 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 1,336 | $22.6 萬 | <0.1% | −1,439−51.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,930 | $22.7 萬 | <0.1% | −2,576−57.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,294 | $22.8 萬 | <0.1% | +2,294 | 新進 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 4,987 | $23.0 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 10,273 | $23.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 989 | $24.0 萬 | <0.1% | −1,456−59.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 1,636 | $24.0 萬 | <0.1% | −357−17.9% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 6,093 | $24.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G615 | INVESCO PHLX SM | 2,200 | $24.7 萬 | <0.1% | +1,332+153.5% | 加碼 | – |
| Franklin Templeton ETF Tr35473P561 | FTSE LATN AMRC | 9,395 | $25.3 萬 | <0.1% | +891+10.5% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 2,083 | $25.4 萬 | <0.1% | −2,147−50.8% | 減碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 5,582 | $25.6 萬 | <0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 364 | $25.7 萬 | <0.1% | −28−7.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C292 | US EQT ULTRA BF | 6,841 | $26.0 萬 | <0.1% | +6,367+1,343.2% | 加碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 5,875 | $26.1 萬 | <0.1% | −3,102−34.6% | 減碼 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 5,648 | $26.1 萬 | <0.1% | −19,876−77.9% | 減碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 1,117 | $26.7 萬 | <0.1% | −11−1.0% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 6,001 | $27.4 萬 | <0.1% | −4,562−43.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 3,413 | $27.9 萬 | <0.1% | −7,563−68.9% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 535 | $28.0 萬 | <0.1% | −266−33.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,252 | $28.3 萬 | <0.1% | −627−33.4% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,802 | $29.8 萬 | <0.1% | −350−11.1% | 減碼 | – |
| MLMMartin Marietta Materials Inc | COM | 519 | $29.9 萬 | <0.1% | +28+5.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 7,851 | $30.3 萬 | <0.1% | −408−4.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,868 | $30.6 萬 | <0.1% | −436−10.1% | 減碼 | – |
| MCKMcKesson Corp | Stock | 405 | $30.6 萬 | <0.1% | −30−6.9% | 減碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 5,750 | $31.6 萬 | <0.1% | −300−5.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,477 | $32.0 萬 | <0.1% | −3,451−58.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,481 | $32.2 萬 | <0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,494 | $32.3 萬 | <0.1% | −2,213−59.7% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,336 | $32.4 萬 | <0.1% | −3,389−71.7% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 1,577 | $32.6 萬 | <0.1% | +12+0.8% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 1,446 | $32.8 萬 | 0.1% | −241−14.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 7,550 | $36.8 萬 | 0.1% | −3,150−29.4% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,694 | $37.2 萬 | 0.1% | +496+15.5% | 加碼 | – |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 9,392 | $37.7 萬 | 0.1% | −1,865−16.6% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,454 | $37.9 萬 | 0.1% | −536−17.9% | 減碼 | – |
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。
依上一季市值列出前 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 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 103,918 | $959.0 萬 | 1.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 287,278 | $876.2 萬 | 1.0% | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 209,139 | $532.9 萬 | 0.6% | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 41,235 | $411.8 萬 | 0.5% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 35,984 | $300.7 萬 | 0.3% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 98,716 | $287.1 萬 | 0.3% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 107,966 | $276.8 萬 | 0.3% | – |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 32,108 | $266.0 萬 | 0.3% | – |
| SPDR Index Shs FDS78463X459 | ST STR SP GLBDIV | 19,156 | $147.8 萬 | 0.2% | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,555 | $146.7 萬 | 0.2% | – |
| IDXXIDEXX Laboratories Inc | COM | 2,606 | $146.4 萬 | 0.2% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 29,621 | $144.9 萬 | 0.2% | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 30,229 | $137.5 萬 | 0.2% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 24,707 | $129.8 萬 | 0.1% | – |
| USCIUnited States Commodity Index Funds Trust | COMM IDX FND | 13,436 | $128.1 萬 | 0.1% | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 55,067 | $127.4 萬 | 0.1% | – |
| TAT&T Inc. | Stock | 43,736 | $126.8 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 27,809 | $125.6 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 64,563 | $121.5 萬 | 0.1% | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 12,966 | $117.9 萬 | 0.1% | – |
| Schwab Strategic Tr808524581 | GOVERNMENT MONEY | 11,506 | $115.9 萬 | 0.1% | – |
| VZVerizon Communications Inc | Stock | 21,267 | $106.8 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 58,780 | $105.5 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,936 | $103.8 萬 | 0.1% | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 28,099 | $101.0 萬 | 0.1% | – |
| ASGIabrdn Global Infrastructure Income Fund | COM SHS BEN INT | 42,746 | $95.6 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 4,689 | $94.2 萬 | 0.1% | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 23,484 | $91.0 萬 | 0.1% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 17,546 | $88.3 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 39,493 | $87.9 萬 | 0.1% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 15,076 | $83.5 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 29,174 | $81.9 萬 | 0.1% | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 35,437 | $76.2 萬 | 0.1% | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 18,510 | $76.0 萬 | 0.1% | – |
| iShares Tr464288802 | ESG OPTIMIZED | 5,590 | $73.8 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,255 | $72.5 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 11,565 | $70.1 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 2,217 | $62.9 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 5,978 | $59.1 萬 | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,169 | $56.5 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 4,355 | $56.1 萬 | 0.1% | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 44,449 | $56.1 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 13,104 | $52.5 萬 | 0.1% | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 15,830 | $47.7 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 9,775 | $44.8 萬 | <0.1% | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 4,405 | $44.8 萬 | <0.1% | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 7,917 | $44.0 萬 | <0.1% | – |
| DGXQuest Diagnostics Inc | COM | 2,221 | $43.5 萬 | <0.1% | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 41,099 | $41.5 萬 | <0.1% | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 10,422 | $40.5 萬 | <0.1% | – |
| AXPAmerican Express Co | Stock | 1,335 | $40.4 萬 | <0.1% | 歷史 |
| RMTRoyce Micro-Cap Trust, Inc. | COM | 34,455 | $39.0 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,902 | $38.0 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 15,436 | $37.0 萬 | <0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 5,285 | $35.7 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 1,520 | $34.4 萬 | <0.1% | 歷史 |
| PPLPPL Corp | COM | 8,929 | $34.1 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,016 | $33.3 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 4,753 | $33.1 萬 | <0.1% | – |
| FDXFedEx Corp | Stock | 878 | $31.3 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,320 | $31.2 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 2,125 | $30.9 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 6,454 | $30.3 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,531 | $30.0 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,320 | $29.7 萬 | <0.1% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 7,230 | $29.0 萬 | <0.1% | – |
| SBUXStarbucks Corp | Stock | 3,203 | $28.7 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,940 | $27.6 萬 | <0.1% | 歷史 |
| CAHCardinal Health Inc | Stock | 1,296 | $27.4 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 15,813 | $27.3 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 2,543 | $26.1 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 380 | $25.9 萬 | <0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,342 | $25.8 萬 | <0.1% | – |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 11,923 | $25.6 萬 | <0.1% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,731 | $25.2 萬 | <0.1% | – |
| WECWec Energy Group, Inc. | Stock | 2,179 | $25.2 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 2,585 | $25.0 萬 | <0.1% | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 9,196 | $24.5 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 2,503 | $24.1 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 3,939 | $23.6 萬 | <0.1% | – |
| AZNAstraZeneca PLC | ADR | 1,175 | $23.2 萬 | <0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 3,157 | $23.0 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,518 | $22.8 萬 | <0.1% | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 4,476 | $22.7 萬 | <0.1% | – |
| COFCapital One Financial Corp | Stock | 1,224 | $22.3 萬 | <0.1% | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 3,255 | $22.3 萬 | <0.1% | – |
| Ssga Active ETF Tr78467V400 | GLOBL ALLO ETF | 4,483 | $22.2 萬 | <0.1% | – |
| STLNStarling Oncology, Inc. | COM | 70,154 | $21.5 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,289 | $21.4 萬 | <0.1% | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 5,369 | $21.4 萬 | <0.1% | – |
| DALDelta Air Lines, Inc. | COM NEW | 3,133 | $20.8 萬 | <0.1% | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 10,887 | $20.5 萬 | <0.1% | – |
| DOWDow Inc. | Stock | 4,912 | $20.5 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,843 | $20.4 萬 | <0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 811 | $20.0 萬 | <0.1% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,326 | $19.6 萬 | <0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,335 | $19.5 萬 | <0.1% | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 9,152 | $19.4 萬 | <0.1% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 913 | $19.0 萬 | <0.1% | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 3,206 | $18.9 萬 | <0.1% | – |