SWS Partners
- SEC CIK
- 0001731731
- 最新申報
- 2026/8/3
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/15 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 116
- 較 2024 年第 2 季 −194
- 總值
- $3.14 億
- 較 2024 年第 2 季 −$2,061 萬 (−6.2%)
| 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 | 47,735 | $2,753 萬 | 8.8% | +671+1.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 204,058 | $1,272 萬 | 4.1% | +4,426+2.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 290,925 | $1,197 萬 | 3.8% | +4,544+1.6% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 198,261 | $1,003 萬 | 3.2% | −2,846−1.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 145,335 | $986.0 萬 | 3.1% | −3,640−2.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 166,747 | $761.2 萬 | 2.4% | −27,466−14.1% | 減碼 | – |
| NTRANatera, Inc. | COM | 58,624 | $744.2 萬 | 2.4% | −23,568−28.7% | 減碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 733,729 | $697.0 萬 | 2.2% | −161,816−18.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 53,939 | $655.0 萬 | 2.1% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 52,518 | $614.0 萬 | 2.0% | +1,695+3.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 29,020 | $540.7 萬 | 1.7% | −3,986−12.1% | 減碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 100,188 | $473.0 萬 | 1.5% | +1,940+2.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 33,849 | $433.9 萬 | 1.4% | −167−0.5% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 91,947 | $430.6 萬 | 1.4% | +1,287+1.4% | 加碼 | – |
| MRVLMarvell Technology, Inc. | COM | 58,082 | $418.9 萬 | 1.3% | +4,918+9.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 116,584 | $393.1 萬 | 1.3% | +1,105+1.0% | 加碼 | – |
| AMBAAmbarella Inc | SHS | 67,161 | $378.8 萬 | 1.2% | −12,361−15.5% | 減碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 180,133 | $374.3 萬 | 1.2% | −10,822−5.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 77,044 | $369.0 萬 | 1.2% | +888+1.2% | 加碼 | – |
| PINSPinterest, Inc. | CL A | 112,641 | $364.6 萬 | 1.2% | +15,853+16.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 45,172 | $339.5 萬 | 1.1% | −17,030−27.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 9,283 | $328.1 萬 | 1.0% | −2,472−21.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,734 | $322.6 萬 | 1.0% | −2,638−21.3% | 減碼 | 歷史 |
| SWSmurfit Westrock plc | Stock | 64,725 | $319.9 萬 | 1.0% | +64,725 | 新進 | 歷史 |
| TPRTapestry, Inc. | COM | 66,773 | $313.7 萬 | 1.0% | −8,726−11.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,263 | $309.8 萬 | 1.0% | −1,420−30.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,518 | $306.1 萬 | 1.0% | −7,202−33.2% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 49,287 | $305.9 萬 | 1.0% | −24,149−32.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,489 | $298.0 萬 | 0.9% | −1,354−7.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,422 | $291.8 萬 | 0.9% | −155−9.8% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,718 | $290.2 萬 | 0.9% | +101+0.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 14,479 | $285.9 萬 | 0.9% | −2,123−12.8% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 161,796 | $285.6 萬 | 0.9% | −21,284−11.6% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 10,742 | $276.8 萬 | 0.9% | −4,632−30.1% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 33,554 | $276.8 萬 | 0.9% | −20,655−38.1% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 40,996 | $275.2 萬 | 0.9% | +16,215+65.4% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 115,202 | $266.9 萬 | 0.9% | −19,586−14.5% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 47,168 | $266.5 萬 | 0.8% | −19,691−29.5% | 減碼 | 歷史 |
| RHRH | COM | 7,934 | $265.3 萬 | 0.8% | −2,918−26.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 21,217 | $257.6 萬 | 0.8% | +20,796+4,939.7% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 67,945 | $255.8 萬 | 0.8% | −5,000−6.9% | 減碼 | – |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 92,995 | $250.1 萬 | 0.8% | −13,576−12.7% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 46,173 | $248.0 萬 | 0.8% | −3,985−7.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,940 | $247.8 萬 | 0.8% | −18,659−55.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 28,069 | $246.4 萬 | 0.8% | −332−1.2% | 減碼 | – |
| PSXPhillips 66 | Stock | 18,662 | $245.3 萬 | 0.8% | −6,100−24.6% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 54,044 | $244.0 萬 | 0.8% | −3,211−5.6% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 32,486 | $241.5 萬 | 0.8% | +7,838+31.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 14,771 | $240.6 萬 | 0.8% | −4,841−24.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,175 | $239.0 萬 | 0.8% | −461−9.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,938 | $238.7 萬 | 0.8% | −4,143−16.5% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 29,457 | $238.3 萬 | 0.8% | −3,280−10.0% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 62,778 | $237.6 萬 | 0.8% | −6,986−10.0% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 37,354 | $230.1 萬 | 0.7% | +15,457+70.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 78,870 | $228.2 萬 | 0.7% | −11,756−13.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,899 | $227.9 萬 | 0.7% | −333−7.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,496 | $226.5 萬 | 0.7% | +7,477+39,352.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 16,398 | $223.6 萬 | 0.7% | −7,002−29.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 19,659 | $223.2 萬 | 0.7% | +480+2.5% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 22,939 | $220.0 萬 | 0.7% | −9,739−29.8% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 25,573 | $212.5 萬 | 0.7% | −1,386−5.1% | 減碼 | – |
| SNOWSnowflake Inc. | Stock | 18,131 | $208.3 萬 | 0.7% | −315−1.7% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 24,472 | $196.1 萬 | 0.6% | −2,728−10.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,226 | $195.6 萬 | 0.6% | −4,026−14.3% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 5,074 | $194.8 萬 | 0.6% | −564−10.0% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 83,762 | $192.2 萬 | 0.6% | +4,905+6.2% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 18,413 | $191.7 萬 | 0.6% | −8,213−30.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 16,627 | $191.7 萬 | 0.6% | −7,477−31.0% | 減碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 13,869 | $185.3 萬 | 0.6% | −3,793−21.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,951 | $184.9 萬 | 0.6% | −2,612−24.7% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 4,202 | $180.7 萬 | 0.6% | +339+8.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 27,092 | $176.5 萬 | 0.6% | +27,092 | 新進 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,229 | $176.2 萬 | 0.6% | −1,731−4.8% | 減碼 | – |
| MUMicron Technology Inc | Stock | 16,053 | $166.5 萬 | 0.5% | +16,053 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,808 | $161.7 萬 | 0.5% | −207−10.3% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,247 | $151.0 萬 | 0.5% | −362−10.0% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 10,422 | $148.3 萬 | 0.5% | −6,166−37.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 35,254 | $147.3 萬 | 0.5% | −8,796−20.0% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 5,860 | $143.2 萬 | 0.5% | −645−9.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 26,873 | $143.0 萬 | 0.5% | −7,444−21.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 14,841 | $142.8 萬 | 0.5% | −1,518−9.3% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 18,124 | $133.1 萬 | 0.4% | −102−0.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 20,659 | $125.0 萬 | 0.4% | −1,303−5.9% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 5,490 | $110.9 萬 | 0.4% | −610−10.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,240 | $110.0 萬 | 0.4% | −1,142−33.8% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 7,789 | $98.8 萬 | 0.3% | −864−10.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,353 | $96.0 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,323 | $93.8 萬 | 0.3% | −147−10.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,173 | $93.5 萬 | 0.3% | +8+0.4% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,590 | $91.4 萬 | 0.3% | −419−3.2% | 減碼 | – |
| XYLXylem Inc. | COM | 6,757 | $91.2 萬 | 0.3% | −755−10.1% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 9,493 | $91.1 萬 | 0.3% | −1,119−10.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,825 | $89.1 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 3,562 | $87.4 萬 | 0.3% | −668−15.8% | 減碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 16,833 | $85.6 萬 | 0.3% | −3,334−16.5% | 減碼 | – |
| CFLTConfluent, Inc. | CLASS A COM | 39,355 | $80.2 萬 | 0.3% | +39,355 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,823 | $76.2 萬 | 0.2% | −4−0.1% | 減碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 13,721 | $65.8 萬 | 0.2% | −1,426−9.4% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 16,493 | $48.1 萬 | 0.2% | +221+1.4% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 5,661 | $45.5 萬 | 0.1% | +15+0.3% | 加碼 | – |
2024 年第 2 季之後清倉（198 檔）
2024 年第 2 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 198 檔。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 127,582 | $394.8 萬 | 1.2% | 歷史 |
| WRKWestRock Co | COM | 77,394 | $388.6 萬 | 1.2% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 30,855 | $202.2 萬 | 0.6% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,171 | $184.7 萬 | 0.6% | 歷史 |
| TEAMAtlassian Corp | CL A | 8,680 | $153.5 萬 | 0.5% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,073 | $22.2 萬 | 0.1% | – |
| NVONovo Nordisk A S | ADR | 1,399 | $20.0 萬 | 0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,269 | $19.1 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 2,650 | $17.2 萬 | 0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 3,870 | $15.7 萬 | <0.1% | – |
| CMICummins Inc | Stock | 531 | $14.7 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,883 | $13.9 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,056 | $12.8 萬 | <0.1% | – |
| AVGOBroadcom Inc. | Stock | 79 | $12.7 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 693 | $11.4 萬 | <0.1% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,617 | $11.0 萬 | <0.1% | – |
| PGProcter & Gamble Co | Stock | 633 | $10.5 萬 | <0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 644 | $10.1 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,041 | $10.1 萬 | <0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 294 | $9.80 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,273 | $9.60 萬 | <0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,195 | $9.55 萬 | <0.1% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 1,050 | $8.92 萬 | <0.1% | 歷史 |
| NUENucor Corp | COM | 553 | $8.75 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 3,634 | $8.64 萬 | <0.1% | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 3,706 | $8.62 萬 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 936 | $8.28 萬 | <0.1% | – |
| CVXChevron Corp | Stock | 521 | $8.16 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 489 | $8.07 萬 | <0.1% | 歷史 |
| SYKStryker Corp | Stock | 236 | $8.03 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 946 | $8.01 萬 | <0.1% | – |
| AXPAmerican Express Co | Stock | 333 | $7.72 萬 | <0.1% | 歷史 |
| TXTTextron Inc | COM | 881 | $7.57 萬 | <0.1% | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,302 | $7.46 萬 | <0.1% | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 1,544 | $7.41 萬 | <0.1% | – |
| WECWec Energy Group, Inc. | Stock | 937 | $7.36 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 101 | $6.67 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,578 | $6.55 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 283 | $6.40 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 115 | $6.39 萬 | <0.1% | 歷史 |
| DTEDte Energy Co | COM | 545 | $6.06 萬 | <0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 396 | $6.04 萬 | <0.1% | – |
| HDHome Depot, Inc. | Stock | 159 | $5.48 萬 | <0.1% | 歷史 |
| LINLinde PLC | Stock | 123 | $5.42 萬 | <0.1% | 歷史 |
| RYRoyal Bank of Canada | Stock | 507 | $5.39 萬 | <0.1% | 歷史 |
| MBWMMercantile Bank Corp | COM | 1,311 | $5.32 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 417 | $5.26 萬 | <0.1% | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 2,279 | $5.18 萬 | <0.1% | – |
| VICIVici Properties Inc. | COM | 1,782 | $5.10 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 577 | $5.09 萬 | <0.1% | – |
| ESEversource Energy | Stock | 879 | $4.99 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 184 | $4.94 萬 | <0.1% | – |
| JBHTHunt J B Transport Services Inc | COM | 305 | $4.89 萬 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 278 | $4.82 萬 | <0.1% | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 2,419 | $4.61 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 137 | $4.53 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 707 | $4.49 萬 | <0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 42 | $4.44 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 115 | $4.41 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 798 | $4.39 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 193 | $4.15 萬 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 300 | $4.14 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 1,283 | $4.14 萬 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 768 | $3.99 萬 | <0.1% | – |
| VZVerizon Communications Inc | Stock | 926 | $3.82 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 477 | $3.72 萬 | <0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 200 | $3.67 萬 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 40 | $3.62 萬 | <0.1% | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 1,422 | $3.48 萬 | <0.1% | – |
| TRVTravelers Companies, Inc. | Stock | 169 | $3.46 萬 | <0.1% | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 486 | $3.26 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 555 | $3.15 萬 | <0.1% | – |
| DOWDow Inc. | Stock | 592 | $3.14 萬 | <0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 122 | $3.12 萬 | <0.1% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 65 | $3.11 萬 | <0.1% | – |
| ADPAutomatic Data Processing Inc | Stock | 124 | $2.98 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 149 | $2.97 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 155 | $2.69 萬 | <0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 180 | $2.64 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 118 | $2.62 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 222 | $2.55 萬 | <0.1% | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 541 | $2.52 萬 | <0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 172 | $2.51 萬 | <0.1% | – |
| DRIDarden Restaurants Inc | COM | 161 | $2.45 萬 | <0.1% | 歷史 |
| RPMRPM International Inc | COM | 225 | $2.43 萬 | <0.1% | 歷史 |
| SCIService Corp International | COM | 338 | $2.41 萬 | <0.1% | 歷史 |
| EVRGEvergy, Inc. | Stock | 440 | $2.33 萬 | <0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 60 | $2.32 萬 | <0.1% | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 750 | $2.22 萬 | <0.1% | – |
| KRKroger Co | Stock | 426 | $2.13 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 1,070 | $2.05 萬 | <0.1% | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 367 | $2.02 萬 | <0.1% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 107 | $1.95 萬 | <0.1% | – |
| WMWaste Management Inc | Stock | 91 | $1.94 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 300 | $1.89 萬 | <0.1% | 歷史 |
| DEDeere & Co | Stock | 49 | $1.86 萬 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 263 | $1.86 萬 | <0.1% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 523 | $1.83 萬 | <0.1% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 81 | $1.83 萬 | <0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 413 | $1.76 萬 | <0.1% | 歷史 |