Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/27 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 646
- 較 2024 年第 3 季 −67
- 總值
- $7.25 億
- 較 2024 年第 3 季 −$1.37 億 (−15.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 180,239 | $1.06 億 | 14.6% | +16,080+9.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 96,893 | $5,679 萬 | 7.8% | −873−0.9% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 814,395 | $5,074 萬 | 7.0% | +59,121+7.8% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 53 | $3,609 萬 | 5.0% | −3−5.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 480,786 | $3,379 萬 | 4.7% | +287,677+149.0% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 311,510 | $3,267 萬 | 4.5% | +444+0.1% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 720,466 | $2,983 萬 | 4.1% | +7,302+1.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 50,964 | $2,903 萬 | 4.0% | −427−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 197,453 | $2,652 萬 | 3.7% | +197,453 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 106,356 | $2,556 萬 | 3.5% | 00.0% | 不變 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 389,686 | $1,931 萬 | 2.7% | +320,060+459.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 43,956 | $1,775 萬 | 2.4% | −6,039−12.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 79,970 | $1,767 萬 | 2.4% | −969−1.2% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 146,477 | $1,561 萬 | 2.2% | +5,957+4.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 24,004 | $1,493 萬 | 2.1% | −50−0.2% | 減碼 | – |
| PACSPACS Group, Inc. | COM SHS | 1,112,068 | $1,458 萬 | 2.0% | +1,110,410+66,972.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 25,517 | $1,375 萬 | 1.9% | +125+0.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 103,190 | $1,189 萬 | 1.6% | +20,526+24.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 25,593 | $1,160 萬 | 1.6% | −205−0.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,054 | $974.1 萬 | 1.3% | +85+0.4% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 140,859 | $798.7 萬 | 1.1% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 144,441 | $727.5 萬 | 1.0% | −27,451−16.0% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 173,853 | $546.6 萬 | 0.8% | −2,832−1.6% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 71,911 | $543.7 萬 | 0.7% | −618−0.9% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 54,625 | $486.6 萬 | 0.7% | +260.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 38,649 | $466.8 萬 | 0.6% | −2,824−6.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,531 | $450.1 萬 | 0.6% | +216+1.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 92,251 | $406.3 萬 | 0.6% | −3,496−3.7% | 減碼 | – |
| WCNWaste Connections, Inc. | COM | 23,500 | $403.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 66,498 | $347.3 萬 | 0.5% | −1,992−2.9% | 減碼 | – |
| EQTEQT Corp | Stock | 75,120 | $346.4 萬 | 0.5% | −118−0.2% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 6,425 | $304.1 萬 | 0.4% | −393−5.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,095 | $284.9 萬 | 0.4% | −300−4.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 26,434 | $284.4 萬 | 0.4% | −2,070−7.3% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 20,426 | $271.4 萬 | 0.4% | −1,090,266−98.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 88,441 | $241.6 萬 | 0.3% | −2,588−2.8% | 減碼依 3 比 1 拆股換算 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 34,028 | $206.7 萬 | 0.3% | −7,647−18.3% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 16,497 | $199.3 萬 | 0.3% | +16,497 | 新進 | 歷史 |
| RWAYRunway Growth Finance Corp. | COM | 172,002 | $188.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,565 | $181.6 萬 | 0.3% | +2,347+8.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,832 | $167.9 萬 | 0.2% | +27+1.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,098 | $165.1 萬 | 0.2% | −167−2.3% | 減碼 | – |
| AXPAmerican Express Co | Stock | 5,523 | $163.9 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,442 | $156.1 萬 | 0.2% | −20,050−44.1% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 34,774 | $145.4 萬 | 0.2% | +175+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 8,399 | $140.8 萬 | 0.2% | −1,184−12.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,257 | $139.9 萬 | 0.2% | +230+0.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,974 | $131.4 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 5,102 | $123.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 199,746 | $111.5 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 46,719 | $108.3 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 11,635 | $103.6 萬 | 0.1% | −282−2.4% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,256 | $102.0 萬 | 0.1% | −1,092−9.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,588 | $100.9 萬 | 0.1% | −98−2.1% | 減碼 | 歷史 |
| SHELShell plc | ADR | 15,401 | $96.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 9,945 | $90.4 萬 | 0.1% | −41−0.4% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,145 | $84.5 萬 | 0.1% | −232−3.6% | 減碼 | – |
| ANAutonation, Inc. | COM | 4,761 | $80.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $79.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,240 | $76.4 萬 | 0.1% | +4,340+149.7% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,521 | $75.4 萬 | 0.1% | +44+0.7% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 11,700 | $74.6 萬 | 0.1% | −325−2.7% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,376 | $73.3 萬 | 0.1% | −34−2.4% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 143 | $71.1 萬 | 0.1% | −17−10.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,858 | $71.0 萬 | 0.1% | −434−5.2% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,417 | $69.7 萬 | 0.1% | −270−1.8% | 減碼 | – |
| RTXRTX Corp | Stock | 5,812 | $67.3 萬 | 0.1% | −289−4.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 31,986 | $64.1 萬 | 0.1% | −4,368−12.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,693 | $63.7 萬 | 0.1% | −143−3.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,056 | $59.6 萬 | 0.1% | −290−12.4% | 減碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 7,546 | $59.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,153 | $57.1 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 20,108 | $56.9 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| DUKDuke Energy CORP | Stock | 5,110 | $55.1 萬 | 0.1% | −342−6.3% | 減碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,265 | $53.3 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 11,431 | $51.7 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 3,669 | $47.4 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,579 | $47.3 萬 | 0.1% | −35−1.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,656 | $47.2 萬 | 0.1% | −756−22.2% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,099 | $47.1 萬 | 0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 2,742 | $45.7 萬 | 0.1% | −516−15.8% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,062 | $45.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,258 | $45.0 萬 | 0.1% | +693+15.2% | 加碼 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,548 | $45.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,623 | $44.8 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,086 | $44.6 萬 | 0.1% | −841−21.4% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 16,750 | $44.4 萬 | 0.1% | −726,208−97.7% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,357 | $44.2 萬 | 0.1% | −103−4.2% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,232 | $41.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,011 | $40.7 萬 | 0.1% | +80+2.0% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,202 | $40.2 萬 | 0.1% | −445−27.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 7,249 | $40.2 萬 | 0.1% | −119−1.6% | 減碼 | – |
| ALLAllstate Corp | Stock | 2,082 | $40.1 萬 | 0.1% | −200−8.8% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,235 | $39.8 萬 | 0.1% | +556+15.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 7,924 | $39.6 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,518 | $39.2 萬 | 0.1% | −100−2.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,138 | $38.9 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| INTUIntuit Inc. | Stock | 617 | $38.8 萬 | 0.1% | +617 | 新進 | 歷史 |
| HGHamilton Insurance Group, Ltd. | CL B | 20,239 | $38.5 萬 | 0.1% | −25,298−55.6% | 減碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 10,794 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（172 檔）
2024 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 172 檔。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 467,463 | $3,511 萬 | 4.1% | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 62,176 | $213.1 萬 | 0.2% | – |
| DINOHF Sinclair Corp | COM | 7,869 | $35.1 萬 | <0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,908 | $31.8 萬 | <0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 721 | $14.9 萬 | <0.1% | 歷史 |
| SPESpecial Opportunities Fund, Inc. | COM | 6,970 | $9.70 萬 | <0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 470 | $9.44 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,500 | $7.90 萬 | <0.1% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 3,070 | $7.37 萬 | <0.1% | – |
| NETCloudflare, Inc. | CL A COM | 756 | $6.12 萬 | <0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 38 | $5.42 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 559 | $4.67 萬 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 263 | $4.45 萬 | <0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 68 | $4.30 萬 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 336 | $4.15 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 78 | $3.95 萬 | <0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 505 | $3.69 萬 | <0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 82 | $3.69 萬 | <0.1% | 歷史 |
| EBAYeBay Inc | COM | 546 | $3.56 萬 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 1,127 | $3.27 萬 | <0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 84 | $3.27 萬 | <0.1% | 歷史 |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 20,000 | $3.20 萬 | <0.1% | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 200 | $3.19 萬 | <0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 29 | $3.05 萬 | <0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 208 | $2.96 萬 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 183 | $2.94 萬 | <0.1% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 276 | $2.89 萬 | <0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 479 | $2.86 萬 | <0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 191 | $2.83 萬 | <0.1% | 歷史 |
| EXCExelon Corp | Stock | 681 | $2.76 萬 | <0.1% | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 207 | $2.72 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 98 | $2.71 萬 | <0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 90 | $2.65 萬 | <0.1% | 歷史 |
| EIXEdison International | Stock | 289 | $2.52 萬 | <0.1% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 623 | $2.34 萬 | <0.1% | 歷史 |
| AEEAmeren Corp | COM | 261 | $2.28 萬 | <0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 294 | $2.22 萬 | <0.1% | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 100 | $2.18 萬 | <0.1% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 328 | $2.09 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 340 | $2.02 萬 | <0.1% | – |
| CHTRCharter Communications, Inc. | CL A | 62 | $2.01 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 153 | $2.00 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 153 | $2.00 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 68 | $1.98 萬 | <0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 38 | $1.92 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 290 | $1.91 萬 | <0.1% | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 750 | $1.72 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 62 | $1.51 萬 | <0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 450 | $1.46 萬 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 300 | $1.43 萬 | <0.1% | – |
| CPBCAMPBELL'S Co | COM | 291 | $1.42 萬 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 85 | $1.38 萬 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 203 | $1.36 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 39 | $1.35 萬 | <0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 25 | $1.35 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 601 | $1.33 萬 | <0.1% | 歷史 |
| MTBM&T Bank Corp | COM | 73 | $1.30 萬 | <0.1% | 歷史 |
| BXPBXP, Inc. | COM | 148 | $1.19 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 200 | $1.15 萬 | <0.1% | 歷史 |
| UDRUDR, Inc. | COM | 253 | $1.15 萬 | <0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 177 | $1.15 萬 | <0.1% | – |
| PAYXPaychex Inc | Stock | 85 | $1.14 萬 | <0.1% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 41 | $1.14 萬 | <0.1% | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 113 | $1.13 萬 | <0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 333 | $1.11 萬 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 105 | $1.10 萬 | <0.1% | 歷史 |
| KVUEKenvue Inc. | Stock | 476 | $1.10 萬 | <0.1% | 歷史 |
| DVADavita Inc. | COM | 66 | $1.08 萬 | <0.1% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 87 | $1.03 萬 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 191 | $1.02 萬 | <0.1% | – |
| LHLabcorp Holdings Inc. | Stock | 44 | $9,834 | <0.1% | 歷史 |
| NVRNVR Inc | COM | 1 | $9,812 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 125 | $9,648 | <0.1% | 歷史 |
| DXCDXC Technology Co | Stock | 450 | $9,338 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 254 | $9,111 | <0.1% | 歷史 |
| ROLRollins Inc | COM | 179 | $9,054 | <0.1% | 歷史 |
| HESHess Corp | Stock | 66 | $8,963 | <0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 68 | $8,707 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 29 | $8,647 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 52 | $8,476 | <0.1% | 歷史 |
| TYLTyler Technologies Inc | COM | 14 | $8,173 | <0.1% | 歷史 |
| RLRalph Lauren Corp | CL A | 42 | $8,143 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 116 | $7,832 | <0.1% | – |
| HRLHormel Foods Corp | COM | 246 | $7,799 | <0.1% | 歷史 |
| XELXcel Energy Inc | Stock | 109 | $7,118 | <0.1% | 歷史 |
| AIZAssurant, Inc. | Stock | 35 | $6,961 | <0.1% | 歷史 |
| AOSSmith A O Corp | COM | 73 | $6,558 | <0.1% | 歷史 |
| CORCencora, Inc. | Stock | 29 | $6,528 | <0.1% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 113 | $6,501 | <0.1% | – |
| STESTERIS plc | SHS USD | 26 | $6,307 | <0.1% | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 100 | $6,270 | <0.1% | – |
| TERTeradyne, Inc | Stock | 46 | $6,161 | <0.1% | 歷史 |
| CAHCardinal Health Inc | Stock | 55 | $6,079 | <0.1% | 歷史 |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 53 | $6,076 | <0.1% | – |
| SWKStanley Black & Decker, Inc. | COM | 55 | $6,058 | <0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 70 | $6,006 | <0.1% | 歷史 |
| LLoews Corp | COM | 74 | $5,850 | <0.1% | 歷史 |
| ANSSAnsys Inc | COM | 18 | $5,736 | <0.1% | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 511 | $5,734 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 239 | $5,725 | <0.1% | 歷史 |