CX Institutional
- SEC CIK
- 0001737089
- 最新申報
- 2026/7/1
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/6 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 1,547
- 較 2025 年第 4 季 +30
- 總值
- $32.8 億
- 較 2025 年第 4 季 −$7,471 萬 (−2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 1,147,807 | $1.16 億 | 3.5% | −134,092−10.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 985,753 | $8,924 萬 | 2.7% | −36,783−3.6% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 2,815,704 | $8,070 萬 | 2.5% | +63,583+2.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 1,387,555 | $6,667 萬 | 2.0% | +37,809+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 254,754 | $6,465 萬 | 2.0% | +18,308+7.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 93,355 | $6,098 萬 | 1.9% | +1,513+1.6% | 加碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 2,672,691 | $5,984 萬 | 1.8% | +21,949+0.8% | 加碼 | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 2,053,033 | $5,960 萬 | 1.8% | +41,733+2.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 314,256 | $5,481 萬 | 1.7% | +13,681+4.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 1,112,845 | $5,323 萬 | 1.6% | +54,790+5.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 176,404 | $5,066 萬 | 1.5% | −76,641−30.3% | 減碼 | – |
| Invesco Actively Managed Exc46090A697 | S&P 500 EQUA ETF | 929,563 | $4,647 萬 | 1.4% | −39,794−4.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 177,164 | $4,640 萬 | 1.4% | −56,483−24.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 121,562 | $4,500 萬 | 1.4% | +12,362+11.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 957,521 | $4,446 萬 | 1.4% | +22,853+2.4% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 208,906 | $4,411 萬 | 1.3% | −103,170−33.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 134,266 | $3,861 萬 | 1.2% | +3,098+2.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 178,645 | $3,721 萬 | 1.1% | +17,139+10.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 408,854 | $3,376 萬 | 1.0% | +6,688+1.7% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 659,851 | $3,324 萬 | 1.0% | +10,004+1.5% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,055,086 | $3,218 萬 | 1.0% | −793,286−42.9% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 33,818 | $3,110 萬 | 0.9% | +4,543+15.5% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 321,415 | $2,998 萬 | 0.9% | +129,367+67.4% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 589,649 | $2,942 萬 | 0.9% | +25,244+4.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 92,474 | $2,862 萬 | 0.9% | +17,424+23.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 282,635 | $2,767 萬 | 0.8% | +7,340+2.7% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 74,199 | $2,726 萬 | 0.8% | −69,516−48.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 71,929 | $2,674 萬 | 0.8% | +13,528+23.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 87,567 | $2,647 萬 | 0.8% | +19,283+28.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 249,006 | $2,643 萬 | 0.8% | +8,668+3.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 46,095 | $2,637 萬 | 0.8% | +9,405+25.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 60,751 | $2,590 萬 | 0.8% | −61,538−50.3% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 166,724 | $2,586 萬 | 0.8% | −176,853−51.5% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 120,940 | $2,584 萬 | 0.8% | −115,307−48.8% | 減碼 | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 407,485 | $2,040 萬 | 0.6% | +7,137+1.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 89,953 | $1,956 萬 | 0.6% | +4,070+4.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 134,488 | $1,874 萬 | 0.6% | +54,802+68.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 92,389 | $1,813 萬 | 0.6% | +2,717+3.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,728 | $1,803 萬 | 0.6% | −1,395−4.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 73,965 | $1,795 萬 | 0.5% | +5,901+8.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 113,785 | $1,754 萬 | 0.5% | +6,007+5.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 307,056 | $1,737 萬 | 0.5% | −20,235−6.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 88,434 | $1,697 萬 | 0.5% | +311+0.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 127,378 | $1,693 萬 | 0.5% | +4,945+4.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 346,116 | $1,588 萬 | 0.5% | +290,770+525.4% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 52,865 | $1,580 萬 | 0.5% | −342−0.6% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 251,290 | $1,524 萬 | 0.5% | +62,551+33.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 128,203 | $1,450 萬 | 0.4% | +15,340+13.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 43,007 | $1,380 萬 | 0.4% | −18,916−30.5% | 減碼 | – |
| AMGNAmgen Inc | Stock | 38,237 | $1,345 萬 | 0.4% | −958−2.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 77,550 | $1,316 萬 | 0.4% | +9,921+14.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 52,770 | $1,283 萬 | 0.4% | +22,562+74.7% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 13,791 | $1,193 萬 | 0.4% | −487−3.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 38,268 | $1,189 萬 | 0.4% | +1,793+4.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 23,708 | $1,185 萬 | 0.4% | +912+4.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 19,441 | $1,175 萬 | 0.4% | −19−0.1% | 減碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 273,350 | $1,162 萬 | 0.4% | +45,322+19.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 147,204 | $1,142 萬 | 0.3% | −2,938−2.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 38,713 | $1,139 萬 | 0.3% | −893−2.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 37,322 | $1,129 萬 | 0.3% | +1,757+4.9% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 167,141 | $1,129 萬 | 0.3% | +2,994+1.8% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 87,377 | $1,125 萬 | 0.3% | +73,937+550.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 92,994 | $1,119 萬 | 0.3% | −13,575−12.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 32,829 | $1,070 萬 | 0.3% | −1,112−3.3% | 減碼 | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 73,786 | $1,067 萬 | 0.3% | +73,776+737,760.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 71,880 | $1,049 萬 | 0.3% | −913−1.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 83,334 | $1,036 萬 | 0.3% | +14,593+21.2% | 加碼 | – |
| CSLCarlisle Companies Inc | COM | 31,036 | $1,035 萬 | 0.3% | +30,127+3,314.3% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 59,634 | $1,034 萬 | 0.3% | +18,556+45.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 54,143 | $1,011 萬 | 0.3% | +7,709+16.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 14,044 | $995.0 萬 | 0.3% | −12,158−46.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 34,666 | $994.4 萬 | 0.3% | −830−2.3% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 394,700 | $976.9 萬 | 0.3% | −564−0.1% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 76,582 | $972.4 萬 | 0.3% | +5,718+8.1% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 59,166 | $971.1 萬 | 0.3% | +56,178+1,880.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 66,274 | $957.3 萬 | 0.3% | −49,403−42.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 178,692 | $938.8 萬 | 0.3% | +1,054+0.6% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 11,056 | $935.4 萬 | 0.3% | +7,471+208.4% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 90,858 | $930.3 萬 | 0.3% | +88,454+3,679.5% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 73,442 | $927.4 萬 | 0.3% | +71,226+3,214.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 103,142 | $921.4 萬 | 0.3% | −737−0.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 27,387 | $900.7 萬 | 0.3% | −8,366−23.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,922 | $889.1 萬 | 0.3% | −149−1.6% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 18,783 | $888.9 萬 | 0.3% | −2,256−10.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 35,084 | $857.6 萬 | 0.3% | −30,351−46.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 31,999 | $853.6 萬 | 0.3% | +6,417+25.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 17,280 | $849.3 萬 | 0.3% | +637+3.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 67,948 | $844.5 萬 | 0.3% | +19,003+38.8% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 28,611 | $834.5 萬 | 0.3% | +1,943+7.3% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 195,838 | $833.5 萬 | 0.3% | −7,888−3.9% | 減碼 | – |
| TDCTeradata Corp | Stock | 323,182 | $828.3 萬 | 0.3% | +323,182 | 新進 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 162,205 | $824.2 萬 | 0.3% | −89,329−35.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 80,232 | $823.7 萬 | 0.3% | +52,723+191.7% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 39,028 | $812.0 萬 | 0.2% | +6,761+21.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,709 | $800.7 萬 | 0.2% | −137−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 29,194 | $790.0 萬 | 0.2% | +22,649+346.1% | 加碼 | 歷史 |
| APAAPA Corp | Stock | 182,720 | $775.5 萬 | 0.2% | +168,338+1,170.5% | 加碼 | 歷史 |
| VRSNVerisign Inc | COM | 31,161 | $773.9 萬 | 0.2% | +29,758+2,121.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 18,081 | $769.1 萬 | 0.2% | +3,168+21.2% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 94,043 | $768.5 萬 | 0.2% | +86,571+1,158.6% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（140 檔）
2025 年第 4 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 140 檔。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CMAComerica Inc | COM | 4,050 | $35.2 萬 | <0.1% | 歷史 |
| DAYDayforce, Inc. | COM | 4,449 | $30.8 萬 | <0.1% | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 4,096 | $17.5 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F466 | FT VEST U.S | 5,108 | $13.3 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 1,341 | $7.20 萬 | <0.1% | – |
| FCFSFirstCash Holdings, Inc. | COM | 423 | $6.70 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 2,028 | $6.00 萬 | <0.1% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 917 | $5.80 萬 | <0.1% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,844 | $5.60 萬 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 515 | $5.00 萬 | <0.1% | – |
| Northern LTS FD Tr IV66538H658 | INSPIRE GBL HOPE | 1,160 | $5.00 萬 | <0.1% | – |
| LILi Auto Inc. | SPONSORED ADS | 2,948 | $5.00 萬 | <0.1% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 907 | $4.20 萬 | <0.1% | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 324 | $3.90 萬 | <0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 278 | $3.80 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 574 | $2.90 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 379 | $2.20 萬 | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 394 | $2.10 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 256 | $2.00 萬 | <0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 306 | $1.80 萬 | <0.1% | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 216 | $1.80 萬 | <0.1% | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 67 | $1.70 萬 | <0.1% | – |
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 730 | $1.70 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 621 | $1.60 萬 | <0.1% | – |
| ETHAiShares Ethereum Trust ETF | SHS | 650 | $1.50 萬 | <0.1% | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 772 | $1.50 萬 | <0.1% | – |
| LTCLTC Properties Inc | REIT | 420 | $1.40 萬 | <0.1% | 歷史 |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 404 | $1.40 萬 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 262 | $1.40 萬 | <0.1% | – |
| WisdomTree Tr97717Y550 | EFFICIENT GLD PL | 155 | $1.40 萬 | <0.1% | – |
| GLDICredit Suisse AG | X LINK GOLD SHS | 80 | $1.40 萬 | <0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,007 | $1.30 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 218 | $1.20 萬 | <0.1% | – |
| THSTreeHouse Foods, Inc. | COM | 493 | $1.20 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 230 | $1.10 萬 | <0.1% | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 200 | $1.10 萬 | <0.1% | – |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 365 | $9,000 | <0.1% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 77 | $8,000 | <0.1% | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 150 | $8,000 | <0.1% | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 150 | $8,000 | <0.1% | – |
| SKTTanger Inc. | COM | 252 | $8,000 | <0.1% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 191 | $8,000 | <0.1% | – |
| Unified Ser Tr90470L469 | ONEASCENT EMGRG | 224 | $8,000 | <0.1% | – |
| RHIRobert Half Inc. | COM | 249 | $7,000 | <0.1% | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 347 | $7,000 | <0.1% | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 200 | $6,000 | <0.1% | 歷史 |
| KGCKinross Gold Corp | COM | 200 | $6,000 | <0.1% | 歷史 |
| CIONCION Investment Corp | COM | 574 | $6,000 | <0.1% | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 125 | $6,000 | <0.1% | – |
| NTRNutrien Ltd. | COM | 100 | $6,000 | <0.1% | 歷史 |
| Neos ETF Trust78433H550 | GOLD HIGH INCOME | 115 | $6,000 | <0.1% | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 111 | $5,000 | <0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 8 | $5,000 | <0.1% | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 513 | $5,000 | <0.1% | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 50 | $5,000 | <0.1% | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 100 | $5,000 | <0.1% | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 44 | $5,000 | <0.1% | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 66 | $5,000 | <0.1% | – |
| PBAPembina Pipeline Corp | COM | 124 | $5,000 | <0.1% | 歷史 |
| CSRCenterspace | COM | 70 | $5,000 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 11 | $5,000 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 49 | $4,000 | <0.1% | – |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 150 | $4,000 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 136 | $4,000 | <0.1% | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 435 | $4,000 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 103 | $4,000 | <0.1% | – |
| UVSPUnivest Financial Corp | COM | 115 | $4,000 | <0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 18 | $3,000 | <0.1% | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 100 | $3,000 | <0.1% | – |
| VOYAVoya Financial, Inc. | COM | 36 | $3,000 | <0.1% | 歷史 |
| EQXEquinox Gold Corp. | COM | 200 | $3,000 | <0.1% | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 45 | $3,000 | <0.1% | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 15 | $3,000 | <0.1% | 歷史 |
| RUSHBRush Enterprises Inc | CL B | 50 | $3,000 | <0.1% | 歷史 |
| Neos ETF Trust78433H642 | BITCOIN HIGH INC | 75 | $3,000 | <0.1% | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 35 | $2,000 | <0.1% | 歷史 |
| TFPMTriple Flag Precious Metals Corp. | Stock | 50 | $2,000 | <0.1% | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 55 | $2,000 | <0.1% | – |
| INGRIngredion Inc | COM | 16 | $2,000 | <0.1% | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 5 | $2,000 | <0.1% | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 31 | $2,000 | <0.1% | – |
| GIIIG III Apparel Group Ltd | COM | 84 | $2,000 | <0.1% | 歷史 |
| MSDLMorgan Stanley Direct Lending Fund | COM SHS | 100 | $2,000 | <0.1% | 歷史 |
| FFBCFirst Financial Bancorp | COM | 88 | $2,000 | <0.1% | 歷史 |
| CSWCCapital Southwest Corp | COM | 100 | $2,000 | <0.1% | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 34 | $2,000 | <0.1% | – |
| FDUSFidus Investment Corp | COM | 88 | $2,000 | <0.1% | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 24 | $2,000 | <0.1% | – |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 41 | $2,000 | <0.1% | – |
| YELPYelp Inc | CL A | 60 | $2,000 | <0.1% | 歷史 |
| PALLabrdn Palladium ETF Trust | PHYSICAL PALLADM | 15 | $2,000 | <0.1% | 歷史 |
| MGAMagna International Inc | COM | 29 | $2,000 | <0.1% | 歷史 |
| PRGOPERRIGO Co plc | SHS | 114 | $2,000 | <0.1% | 歷史 |
| HESMHess Midstream LP | CL A SHS | 70 | $2,000 | <0.1% | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 111 | $2,000 | <0.1% | 歷史 |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 10 | $2,000 | <0.1% | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 100 | $2,000 | <0.1% | 歷史 |
| ELMEElme Communities | SH BEN INT | 106 | $2,000 | <0.1% | 歷史 |
| LPTHLightpath Technologies Inc | COM CL A | 150 | $2,000 | <0.1% | 歷史 |
| GLADGladstone Capital Corp | CEF | 100 | $2,000 | <0.1% | 歷史 |