Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/8 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 1,017
- 較 2022 年第 3 季 −272
- 總值
- $6.30 億
- 較 2022 年第 3 季 +$7,698 萬 (+13.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,207,157 | $1.14 億 | 18.1% | −9,946−0.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 147,278 | $5,659 萬 | 9.0% | +10,049+7.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 96,929 | $3,707 萬 | 5.9% | +430.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 119,197 | $2,883 萬 | 4.6% | +826+0.7% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 56 | $2,625 萬 | 4.2% | −8−12.5% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 362,023 | $2,384 萬 | 3.8% | −6,054−1.6% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 471,178 | $2,318 萬 | 3.7% | +4,318+0.9% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 48,829 | $2,162 萬 | 3.4% | +1,120+2.3% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 621,104 | $2,002 萬 | 3.2% | −24,500−3.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 104,677 | $1,921 萬 | 3.0% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 104,594 | $1,877 萬 | 3.0% | +2,783+2.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 95,020 | $1,657 萬 | 2.6% | −1,688−1.7% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 232,078 | $1,431 萬 | 2.3% | +218,887+1,659.4% | 加碼 | – |
| PNTGPennant Group, Inc. | COM | 1,117,817 | $1,227 萬 | 1.9% | −7,593−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 47,763 | $1,145 萬 | 1.8% | −235−0.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 27,081 | $951.5 萬 | 1.5% | +10,963+68.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 67,957 | $883.0 萬 | 1.4% | +1,027+1.5% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 147,304 | $738.4 萬 | 1.2% | +119,679+433.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 22,749 | $726.6 萬 | 1.2% | +22,525+10,055.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 627,250 | $701.3 萬 | 1.1% | −22,149−3.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 51,549 | $635.0 萬 | 1.0% | −672−1.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,687 | $497.6 萬 | 0.8% | +4,979+36.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,716 | $453.4 萬 | 0.7% | +19,007+403.6% | 加碼 | – |
| MCOMoodys Corp | Stock | 15,523 | $432.5 萬 | 0.7% | −104−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,751 | $397.1 萬 | 0.6% | −1,630−3.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 97,752 | $381.0 萬 | 0.6% | +49,399+102.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 44,807 | $376.4 萬 | 0.6% | +32+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,390 | $361.3 萬 | 0.6% | −395−2.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 51,650 | $339.0 萬 | 0.5% | +9,791+23.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,658 | $329.2 萬 | 0.5% | +2,502+30.7% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 62,281 | $311.4 萬 | 0.5% | +9,835+18.8% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 41,078 | $302.5 萬 | 0.5% | +30,587+291.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 61,144 | $285.5 萬 | 0.5% | +18,967+45.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 40,787 | $264.2 萬 | 0.4% | −23,744−36.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 34,511 | $260.7 萬 | 0.4% | +13,707+65.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 19,827 | $218.7 萬 | 0.3% | −410−2.0% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 23,388 | $192.9 萬 | 0.3% | +3,796+19.4% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 61,855 | $188.8 萬 | 0.3% | +14,213+29.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 21,331 | $188.2 萬 | 0.3% | +8,933+72.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,182 | $181.3 萬 | 0.3% | +11,502+202.5% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 29,776 | $168.2 萬 | 0.3% | −17,292−36.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,835 | $167.9 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 23,074 | $165.8 萬 | 0.3% | +22,151+2,399.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,285 | $163.6 萬 | 0.3% | +9,983+136.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,957 | $134.1 萬 | 0.2% | −24,329−43.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 8,699 | $131.8 萬 | 0.2% | +298+3.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 34,250 | $129.8 萬 | 0.2% | +1,773+5.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,097 | $129.4 萬 | 0.2% | +2,562+166.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,384 | $126.3 萬 | 0.2% | +411+3.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,053 | $111.9 萬 | 0.2% | +7,759+123.3% | 加碼 | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 199,746 | $105.1 萬 | 0.2% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 11,770 | $98.7 萬 | 0.2% | −247−2.1% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,966 | $86.7 萬 | 0.1% | +6,056+665.5% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,197 | $86.3 萬 | 0.1% | −6,583−39.2% | 減碼 | – |
| AXPAmerican Express Co | Stock | 5,717 | $84.5 萬 | 0.1% | +37+0.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,257 | $83.0 萬 | 0.1% | +2,007+9.0% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 11,376 | $81.9 萬 | 0.1% | +439+4.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,533 | $81.3 萬 | 0.1% | +29+1.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,984 | $80.2 萬 | 0.1% | −1,614−21.2% | 減碼 | 歷史 |
| SHELShell plc | ADR | 13,422 | $76.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,235 | $75.2 萬 | 0.1% | −835−27.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,148 | $72.5 萬 | 0.1% | −1,367−8.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,517 | $71.7 萬 | 0.1% | +271+8.3% | 加碼 | – |
| RTXRTX Corp | Stock | 6,736 | $68.0 萬 | 0.1% | +1,184+21.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,545 | $67.5 萬 | 0.1% | +1,956+123.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,755 | $67.0 萬 | 0.1% | +838+21.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,211 | $66.7 萬 | 0.1% | −88−6.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,922 | $66.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 7,997 | $65.4 萬 | 0.1% | −840−9.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 14,429 | $65.1 萬 | 0.1% | −1,811−11.2% | 減碼 | – |
| SHWSherwin Williams Co | COM | 2,449 | $58.1 萬 | 0.1% | +1,431+140.6% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $55.9 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 5,234 | $53.9 萬 | 0.1% | −348−6.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,320 | $53.7 萬 | 0.1% | +1,026+44.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,320 | $52.0 萬 | 0.1% | −2,630−37.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,636 | $51.4 萬 | 0.1% | −360−9.0% | 減碼 | – |
| ANAutonation, Inc. | COM | 4,761 | $51.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 6,093 | $50.9 萬 | 0.1% | −1,075−15.0% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,433 | $50.5 萬 | 0.1% | −493−10.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 9,065 | $49.4 萬 | 0.1% | +3,671+68.1% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 2,441 | $48.6 萬 | 0.1% | −292−10.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,290 | $46.0 萬 | 0.1% | −1,845−25.9% | 減碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 59,738 | $45.6 萬 | 0.1% | −113−0.2% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,457 | $45.4 萬 | 0.1% | −84−5.5% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,048 | $45.2 萬 | 0.1% | −1,085−34.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,521 | $44.5 萬 | 0.1% | −250−9.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,006 | $43.9 萬 | 0.1% | −13,291−81.6% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,208 | $43.6 萬 | 0.1% | +1,699+112.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,829 | $43.0 萬 | 0.1% | −748−20.9% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,364 | $42.1 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 6,424 | $41.7 萬 | 0.1% | −1,553−19.5% | 減碼 | – |
| MMM3M Co | Stock | 3,336 | $40.0 萬 | 0.1% | +340+11.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,114 | $38.7 萬 | 0.1% | −278−20.0% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 1,122 | $36.6 萬 | 0.1% | −72−6.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,496 | $35.8 萬 | 0.1% | +1,059+242.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,207 | $35.6 萬 | 0.1% | −139−10.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 908 | $35.3 萬 | 0.1% | +517+132.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,340 | $35.2 萬 | 0.1% | +698+108.7% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,061 | $35.2 萬 | 0.1% | +275+35.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,477 | $35.1 萬 | 0.1% | −137−5.2% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（330 檔）
2022 年第 3 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 330 檔。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 19,385 | $44.1 萬 | 0.1% | – |
| IVTInvenTrust Properties Corp. | COM NEW | 11,197 | $23.9 萬 | <0.1% | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 10,098 | $23.0 萬 | <0.1% | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,533 | $17.5 萬 | <0.1% | – |
| PTONPeloton Interactive, Inc. | CL A COM | 21,205 | $14.7 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 2,635 | $12.7 萬 | <0.1% | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 2,379 | $10.8 萬 | <0.1% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,531 | $9.60 萬 | <0.1% | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 1,556 | $9.60 萬 | <0.1% | – |
| QSRRestaurant Brands International Inc. | COM | 1,260 | $6.70 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 1,244 | $5.70 萬 | <0.1% | – |
| CMPRCIMPRESS plc | SHS EURO | 2,223 | $5.40 萬 | <0.1% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 500 | $4.10 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 600 | $3.50 萬 | <0.1% | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 133 | $3.10 萬 | <0.1% | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 1,500 | $2.90 萬 | <0.1% | – |
| TRGPTarga Resources Corp. | COM | 364 | $2.20 萬 | <0.1% | 歷史 |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 1,220 | $2.20 萬 | <0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 69 | $2.10 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 766 | $1.90 萬 | <0.1% | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 360 | $1.90 萬 | <0.1% | – |
| SWCHSwitch, Inc. | CL A | 560 | $1.90 萬 | <0.1% | 歷史 |
| PHMPultegroup Inc | COM | 474 | $1.80 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 147 | $1.70 萬 | <0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 657 | $1.70 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 399 | $1.70 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 221 | $1.60 萬 | <0.1% | 歷史 |
| MGMMGM Resorts International | Stock | 537 | $1.60 萬 | <0.1% | 歷史 |
| MTDRMatador Resources Co | COM | 326 | $1.60 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 231 | $1.60 萬 | <0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 213 | $1.40 萬 | <0.1% | 歷史 |
| TXTTextron Inc | COM | 243 | $1.40 萬 | <0.1% | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 191 | $1.30 萬 | <0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 65 | $1.20 萬 | <0.1% | 歷史 |
| MOSMosaic Co | COM | 242 | $1.20 萬 | <0.1% | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 330 | $1.20 萬 | <0.1% | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 410 | $1.10 萬 | <0.1% | 歷史 |
| TRMBTrimble Inc. | COM | 205 | $1.10 萬 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 673 | $1.00 萬 | <0.1% | 歷史 |
| LAMRLamar Advertising Co | REIT | 118 | $1.00 萬 | <0.1% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 271 | $1.00 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 600 | $1.00 萬 | <0.1% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 47 | $1.00 萬 | <0.1% | 歷史 |
| AELAmerican National Group Inc. | COM | 261 | $1.00 萬 | <0.1% | 歷史 |
| MCBCMacatawa Bank Corp | COM | 1,066 | $1.00 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 39 | $9,000 | <0.1% | 歷史 |
| MGYMagnolia Oil & Gas Corp | CL A | 457 | $9,000 | <0.1% | 歷史 |
| AVYAvery Dennison Corp | COM | 53 | $9,000 | <0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 193 | $9,000 | <0.1% | 歷史 |
| UGIUgi Corp | Stock | 246 | $8,000 | <0.1% | 歷史 |
| STTState Street Corp | COM | 130 | $8,000 | <0.1% | 歷史 |
| FNBFNB Corp | COM | 663 | $8,000 | <0.1% | 歷史 |
| WEXWEX Inc. | COM | 66 | $8,000 | <0.1% | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 33 | $8,000 | <0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 80 | $8,000 | <0.1% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 64 | $8,000 | <0.1% | 歷史 |
| FCFFirst Commonwealth Financial Corp | COM | 606 | $8,000 | <0.1% | 歷史 |
| MURMurphy Oil Corp | COM | 240 | $8,000 | <0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 285 | $8,000 | <0.1% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 10 | $8,000 | <0.1% | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 191 | $8,000 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 20 | $7,000 | <0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 85 | $7,000 | <0.1% | 歷史 |
| EFXEquifax Inc | COM | 41 | $7,000 | <0.1% | 歷史 |
| KMXCarMax Inc | COM | 110 | $7,000 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 27 | $7,000 | <0.1% | 歷史 |
| IRDMIridium Communications Inc. | COM | 159 | $7,000 | <0.1% | 歷史 |
| WATWaters Corp | COM | 25 | $7,000 | <0.1% | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 116 | $7,000 | <0.1% | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 585 | $7,000 | <0.1% | 歷史 |
| CABOCable One, Inc. | COM | 8 | $7,000 | <0.1% | 歷史 |
| REXRex American Resources Corp | COM | 246 | $7,000 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 1,153 | $7,000 | <0.1% | 歷史 |
| PCGPG&E Corp | Stock | 440 | $6,000 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 86 | $6,000 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 46 | $6,000 | <0.1% | 歷史 |
| HEI.AHeico Corp | CL A | 48 | $6,000 | <0.1% | 歷史 |
| STBAS&T Bancorp Inc | COM | 204 | $6,000 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 28 | $6,000 | <0.1% | 歷史 |
| LKQLKQ Corp | COM | 124 | $6,000 | <0.1% | 歷史 |
| BENFranklin Templeton Inc | COM | 279 | $6,000 | <0.1% | 歷史 |
| PCTYPaylocity Holding Corp | COM | 23 | $6,000 | <0.1% | 歷史 |
| KIMKimco Realty Corp | COM | 341 | $6,000 | <0.1% | 歷史 |
| DYDycom Industries Inc | COM | 59 | $6,000 | <0.1% | 歷史 |
| EGPEastgroup Properties Inc | COM | 42 | $6,000 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 261 | $6,000 | <0.1% | 歷史 |
| ILPTIndustrial Logistics Properties Trust | COM SHS BEN INT | 1,174 | $6,000 | <0.1% | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 265 | $6,000 | <0.1% | 歷史 |
| PGTIPGT Innovations, Inc. | COM | 270 | $6,000 | <0.1% | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 200 | $6,000 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 128 | $5,000 | <0.1% | 歷史 |
| ACAArcosa, Inc. | COM | 83 | $5,000 | <0.1% | 歷史 |
| TALOTalos Energy Inc. | COM | 307 | $5,000 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 31 | $5,000 | <0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 45 | $5,000 | <0.1% | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 79 | $5,000 | <0.1% | – |
| SWKStanley Black & Decker, Inc. | COM | 65 | $5,000 | <0.1% | 歷史 |
| PLPlanet Labs PBC | COM CL A | 1,000 | $5,000 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 59 | $5,000 | <0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 25 | $5,000 | <0.1% | 歷史 |