Beacon Pointe Advisors, LLC
- SEC CIK
- 0001744317
- 最新申報
- 2026/8/18
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 1,066
- 較 2023 年第 1 季 −74
- 總值
- $61.1 億
- 較 2023 年第 1 季 +$2.39 億 (+4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TTTrane Technologies plc | SHS | 10,619 | $203.1 萬 | <0.1% | +1,072+11.2% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 49,022 | $203.2 萬 | <0.1% | −22,388−31.4% | 減碼 | – |
| EQIXEquinix Inc | COM | 2,602 | $204.0 萬 | <0.1% | −476−15.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,565 | $205.8 萬 | <0.1% | −212−2.2% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 24,471 | $206.0 萬 | <0.1% | −5,850−19.3% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 8,918 | $206.7 萬 | <0.1% | −41−0.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 85,344 | $208.2 萬 | <0.1% | +56,874+199.8% | 加碼 | – |
| DDominion Energy, Inc | Stock | 40,356 | $209.0 萬 | <0.1% | −5,332−11.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,672 | $212.1 萬 | <0.1% | +963+7.0% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,743 | $212.3 萬 | <0.1% | −32,699−67.5% | 減碼 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 42,649 | $213.2 萬 | <0.1% | −70,774−62.4% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 14,479 | $214.7 萬 | <0.1% | −767−5.0% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 12,437 | $215.8 萬 | <0.1% | −1,338−9.7% | 減碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 33,059 | $218.1 萬 | <0.1% | +33,059 | 新進 | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 170,887 | $218.4 萬 | <0.1% | −29,899−14.9% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 9,018 | $220.8 萬 | <0.1% | −743−7.6% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 30,298 | $221.0 萬 | <0.1% | +364+1.2% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 7,424 | $222.4 萬 | <0.1% | −288−3.7% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 23,449 | $223.7 萬 | <0.1% | +1,344+6.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 107,064 | $225.0 萬 | <0.1% | +10,612+11.0% | 加碼 | – |
| CTVACorteva, Inc. | Stock | 39,431 | $225.9 萬 | <0.1% | −1,097−2.7% | 減碼 | 歷史 |
| VMWVmware LLC | CL A COM | 15,819 | $227.3 萬 | <0.1% | −302−1.9% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 10,974 | $227.4 萬 | <0.1% | +405+3.8% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 59,632 | $229.9 萬 | <0.1% | −9,755−14.1% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 13,797 | $230.5 萬 | <0.1% | −697−4.8% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 1,667 | $230.6 萬 | <0.1% | −539−24.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 151,996 | $233.0 萬 | <0.1% | +28,169+22.7% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 54,678 | $233.3 萬 | <0.1% | −133,807−71.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 19,195 | $235.3 萬 | <0.1% | −1,479−7.2% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 43,540 | $237.0 萬 | <0.1% | +5,529+14.5% | 加碼 | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 92,741 | $244.2 萬 | <0.1% | −23,531−20.2% | 減碼 | – |
| RCReady Capital Corp | COM | 219,128 | $247.2 萬 | <0.1% | −29,134−11.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 20,369 | $249.8 萬 | <0.1% | −5,621−21.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 7,345 | $251.2 萬 | <0.1% | −145−1.9% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 50,207 | $251.9 萬 | <0.1% | +3,322+7.1% | 加碼 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 44,922 | $254.8 萬 | <0.1% | −19,649−30.4% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 9,600 | $255.0 萬 | <0.1% | +735+8.3% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 63,448 | $255.0 萬 | <0.1% | −4,063−6.0% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 25,654 | $256.7 萬 | <0.1% | +5,291+26.0% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 11,325 | $256.8 萬 | <0.1% | −2,173−16.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 61,496 | $258.6 萬 | <0.1% | +1,865+3.1% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $258.9 萬 | <0.1% | −1−20.0% | 減碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 70,967 | $259.0 萬 | <0.1% | +70,967 | 新進 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 111,289 | $261.3 萬 | <0.1% | +24,352+28.0% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 22,988 | $261.9 萬 | <0.1% | +2,376+11.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 68,721 | $274.9 萬 | <0.1% | −64,520−48.4% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 35,881 | $275.2 萬 | <0.1% | −1,571−4.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 149,126 | $275.3 萬 | <0.1% | −25,421−14.6% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 14,660 | $275.7 萬 | <0.1% | −428−2.8% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 16,044 | $278.6 萬 | <0.1% | −1,107−6.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 81,576 | $279.2 萬 | <0.1% | +10,198+14.3% | 加碼 | – |
| iShares Tr46435U697 | IBONDS DEC | 108,651 | $279.9 萬 | <0.1% | −28,806−21.0% | 減碼 | – |
| PAYXPaychex Inc | Stock | 25,112 | $280.9 萬 | <0.1% | −698−2.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 90,463 | $282.2 萬 | <0.1% | +5,007+5.9% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 37,643 | $282.6 萬 | <0.1% | +2,657+7.6% | 加碼 | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 28,979 | $287.4 萬 | <0.1% | −170−0.6% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 4,205 | $290.6 萬 | <0.1% | −196−4.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,187 | $291.5 萬 | <0.1% | −690−11.7% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 17,259 | $293.1 萬 | <0.1% | −187−1.1% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 89,196 | $294.7 萬 | <0.1% | +9,338+11.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 96,381 | $296.8 萬 | <0.1% | −15,390−13.8% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 5,852 | $296.9 萬 | <0.1% | −89−1.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 67,238 | $297.0 萬 | <0.1% | +7,444+12.4% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 7,486 | $300.2 萬 | <0.1% | −2,897−27.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 59,059 | $303.2 萬 | <0.1% | −8,188−12.2% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 39,507 | $304.5 萬 | <0.1% | −13,752−25.8% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 11,999 | $305.4 萬 | 0.1% | −873−6.8% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 87,748 | $308.1 萬 | 0.1% | −31,258−26.3% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 98,003 | $310.4 萬 | 0.1% | +18,569+23.4% | 加碼 | – |
| INTUIntuit Inc. | Stock | 6,781 | $310.7 萬 | 0.1% | −1,760−20.6% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 24,218 | $311.2 萬 | 0.1% | −72−0.3% | 減碼 | 歷史 |
| BPBP PLC | ADR | 89,141 | $314.6 萬 | 0.1% | +8,715+10.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 41,655 | $315.2 萬 | 0.1% | −1,639−3.8% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 60,292 | $321.6 萬 | 0.1% | +37,355+162.9% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 52,266 | $325.1 萬 | 0.1% | +12,177+30.4% | 加碼 | – |
| SLBSLB Limited | Stock | 67,224 | $330.2 萬 | 0.1% | −13,600−16.8% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 38,715 | $330.6 萬 | 0.1% | −5,525−12.5% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 42,513 | $333.1 萬 | 0.1% | +13,038+44.2% | 加碼 | – |
| ETNEaton Corp plc | Stock | 16,602 | $333.9 萬 | 0.1% | −963−5.5% | 減碼 | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 57,062 | $334.2 萬 | 0.1% | −1,049−1.8% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 112,131 | $334.7 萬 | 0.1% | +57,487+105.2% | 加碼 | – |
| DDDuPont de Nemours, Inc. | COM | 46,893 | $335.0 萬 | 0.1% | −2,355−4.8% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 31,100 | $336.3 萬 | 0.1% | −3,587−10.3% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 111,761 | $336.5 萬 | 0.1% | −18,312−14.1% | 減碼 | – |
| DOWDow Inc. | Stock | 63,240 | $336.8 萬 | 0.1% | +13,874+28.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 13,510 | $337.3 萬 | 0.1% | −824−5.7% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 85,619 | $338.7 萬 | 0.1% | +6,405+8.1% | 加碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 101,958 | $344.3 萬 | 0.1% | +17,060+20.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,820 | $344.6 萬 | 0.1% | +3,059+18.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 66,651 | $347.3 萬 | 0.1% | −222,434−76.9% | 減碼 | – |
| YUMYum Brands Inc | Stock | 25,213 | $349.3 萬 | 0.1% | +303+1.2% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 7,686 | $350.3 萬 | 0.1% | −593−7.2% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 74,287 | $350.4 萬 | 0.1% | +21,145+39.8% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 107,445 | $359.6 萬 | 0.1% | −27,880−20.6% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 8,170 | $363.0 萬 | 0.1% | −1,145−12.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 43,098 | $365.4 萬 | 0.1% | −16,104−27.2% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 34,311 | $369.3 萬 | 0.1% | −3,408−9.0% | 減碼 | – |
| FASTFastenal Co | Stock | 63,046 | $371.9 萬 | 0.1% | −3,472−5.2% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 46,836 | $373.7 萬 | 0.1% | −1,780−3.7% | 減碼 | – |
| WYNNWynn Resorts Ltd | COM | 35,600 | $376.0 萬 | 0.1% | −2,776−7.2% | 減碼 | 歷史 |
選擇權（9 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NFLXNetflix Inc | Stock | – | $528.6 萬 |
| AMZNAmazon Com Inc | Stock | – | $380.7 萬 |
| PEPPepsiCo Inc | Stock | $296.4 萬 | – |
| TSLATesla, Inc. | Stock | – | $209.4 萬 |
| AMDAdvanced Micro Devices Inc | Stock | – | $140.1 萬 |
| DRIDarden Restaurants Inc | COM | $66.8 萬 | – |
| NVDANVIDIA Corp | Stock | $4.23 萬 | $55.0 萬 |
| GISGeneral Mills Inc | Stock | $42.2 萬 | – |
| SOFISoFi Technologies, Inc. | Stock | – | $33.4 萬 |
2023 年第 1 季之後清倉（137 檔）
2023 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 137 檔。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 157,610 | $804.4 萬 | 0.1% | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 423,974 | $636.0 萬 | 0.1% | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 233,268 | $441.1 萬 | 0.1% | 歷史 |
| FNVFranco Nevada Corp | Stock | 29,565 | $431.1 萬 | 0.1% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 67,170 | $310.0 萬 | 0.1% | – |
| BGBunge Global SA | COM | 29,514 | $281.9 萬 | <0.1% | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 398,190 | $232.9 萬 | <0.1% | – |
| TRIThomson Reuters Corp | COM NEW | 15,425 | $200.7 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E495 | PURBTA 0 5 YR | 79,400 | $198.1 萬 | <0.1% | – |
| PAASPan American Silver Corp | Stock | 103,455 | $188.3 萬 | <0.1% | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 43,990 | $168.9 萬 | <0.1% | 歷史 |
| GRXGabelli Healthcare & WellnessRx Trust | SHS | 161,700 | $163.2 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q361 | OSHS GBL INTER | 55,591 | $159.8 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 131,411 | $150.9 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 28,139 | $150.1 萬 | <0.1% | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 91,300 | $141.4 萬 | <0.1% | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 30,091 | $130.1 萬 | <0.1% | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 45,629 | $113.1 萬 | <0.1% | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 22,379 | $101.2 萬 | <0.1% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,793 | $100.7 萬 | <0.1% | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 11,881 | $92.7 萬 | <0.1% | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 27,016 | $89.3 萬 | <0.1% | – |
| Alps ETF Tr00162Q593 | MED BREAKTHGH | 31,386 | $85.3 萬 | <0.1% | – |
| VALEVale S.A. | SPONSORED ADS | 52,298 | $82.5 萬 | <0.1% | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 35,663 | $82.1 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 38,945 | $81.0 萬 | <0.1% | – |
| DNPDNP Select Income Fund Inc | COM | 71,485 | $78.8 萬 | <0.1% | 歷史 |
| AGIAlamos Gold Inc | Stock | 63,800 | $78.0 萬 | <0.1% | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 13,361 | $78.0 萬 | <0.1% | 歷史 |
| iShares Tr464287861 | EUROPE ETF | 15,404 | $77.1 萬 | <0.1% | – |
| ABBNYABB Ltd | SPONSORED ADR | 21,744 | $74.6 萬 | <0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,200 | $70.0 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 19,987 | $69.5 萬 | <0.1% | – |
| EQNREquinor ASA | SPONSORED ADR | 24,304 | $69.1 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 23,642 | $67.5 萬 | <0.1% | – |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 23,356 | $66.8 萬 | <0.1% | 歷史 |
| SGENSeagen Inc. | COM | 3,227 | $65.3 萬 | <0.1% | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 18,395 | $62.0 萬 | <0.1% | – |
| ASAASA Gold & Precious Metals Ltd | SHS | 38,605 | $61.9 萬 | <0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 56,121 | $58.5 萬 | <0.1% | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 91,033 | $57.9 萬 | <0.1% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 17,911 | $57.1 萬 | <0.1% | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 9,417 | $56.1 萬 | <0.1% | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 20,335 | $56.1 萬 | <0.1% | – |
| NSSCNapco Security Technologies, Inc | Stock | 14,470 | $54.4 萬 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 6,578 | $51.1 萬 | <0.1% | 歷史 |
| CPAYCorpay, Inc. | COM | 2,390 | $50.4 萬 | <0.1% | 歷史 |
| JJacobs Solutions Inc. | COM | 4,122 | $48.4 萬 | <0.1% | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 22,008 | $48.4 萬 | <0.1% | 歷史 |
| Listed FD Tr53656F847 | CORE ALT FD | 15,811 | $47.2 萬 | <0.1% | – |
| DOVDOVER Corp | COM | 3,009 | $45.7 萬 | <0.1% | 歷史 |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 2,900 | $45.5 萬 | <0.1% | – |
| NTAPNetApp, Inc. | Stock | 7,075 | $45.2 萬 | <0.1% | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 11,350 | $42.4 萬 | <0.1% | – |
| BIOBio-Rad Laboratories, Inc. | CL A | 881 | $42.2 萬 | <0.1% | 歷史 |
| TFXTeleflex Inc | COM | 1,618 | $41.0 萬 | <0.1% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 5,802 | $39.0 萬 | <0.1% | 歷史 |
| KGCKinross Gold Corp | COM | 78,666 | $37.1 萬 | <0.1% | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 11,217 | $36.6 萬 | <0.1% | 歷史 |
| MCIBarings Corporate Investors | COM | 25,602 | $36.2 萬 | <0.1% | 歷史 |
| AGLagilon health, inc. | COM | 14,999 | $35.6 萬 | <0.1% | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 16,642 | $34.7 萬 | <0.1% | 歷史 |
| SCCOSouthern Copper Corp | Stock | 4,484 | $34.2 萬 | <0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 9,642 | $33.1 萬 | <0.1% | 歷史 |
| STTState Street Corp | COM | 4,351 | $32.9 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 12,014 | $32.3 萬 | <0.1% | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 4,446 | $31.7 萬 | <0.1% | – |
| BWABorgwarner Inc | COM | 6,413 | $31.5 萬 | <0.1% | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 63,696 | $31.3 萬 | <0.1% | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 3,637 | $30.6 萬 | <0.1% | – |
| EMNEastman Chemical Co | Stock | 3,550 | $29.9 萬 | <0.1% | 歷史 |
| MTCHMatch Group, Inc. | COM | 7,782 | $29.9 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 8,130 | $29.8 萬 | <0.1% | – |
| DOCSDoximity, Inc. | CL A | 9,014 | $29.2 萬 | <0.1% | 歷史 |
| DDD3D Systems Corp | COM NEW | 26,627 | $28.5 萬 | <0.1% | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 11,253 | $28.4 萬 | <0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 3,862 | $28.0 萬 | <0.1% | – |
| HQYHealthequity, Inc. | COM | 4,724 | $27.7 萬 | <0.1% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 3,598 | $27.3 萬 | <0.1% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 4,910 | $27.3 萬 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,267 | $26.6 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 9,774 | $26.6 萬 | <0.1% | – |
| TRMBTrimble Inc. | COM | 5,075 | $26.6 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,497 | $26.6 萬 | <0.1% | – |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 3,371 | $26.2 萬 | <0.1% | – |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 10,155 | $25.9 萬 | <0.1% | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 7,178 | $25.7 萬 | <0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 6,359 | $25.7 萬 | <0.1% | – |
| CROXCrocs, Inc. | COM | 2,007 | $25.4 萬 | <0.1% | 歷史 |
| NWLINational Western Life Group, Inc. | CL A | 1,007 | $24.4 萬 | <0.1% | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 2,548 | $23.6 萬 | <0.1% | – |
| TDYTeledyne Technologies Inc | COM | 519 | $23.2 萬 | <0.1% | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 8,349 | $23.2 萬 | <0.1% | – |
| ENSGEnsign Group, Inc | COM | 2,418 | $23.1 萬 | <0.1% | 歷史 |
| WSO.BWatsco Inc | CL B CONV | 708 | $22.3 萬 | <0.1% | 歷史 |
| TCBITexas Capital Bancshares Inc | COM | 4,475 | $21.9 萬 | <0.1% | 歷史 |
| AVAAvista Corp | COM | 5,118 | $21.7 萬 | <0.1% | 歷史 |
| QGENQiagen N.V. | SHS NEW | 4,717 | $21.7 萬 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 9,180 | $21.6 萬 | <0.1% | 歷史 |
| Fidelity Merrimack STR Tr316188200 | LTD TRM BD ETF | 4,436 | $21.5 萬 | <0.1% | – |