VisionPoint Advisory Group, LLC
- SEC CIK
- 0001750924
- 最新申報
- 2026/7/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 205
- 較 2024 年第 4 季 −90
- 總值
- $2.92 億
- 較 2024 年第 4 季 −$70.7 萬 (−0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 297,207 | $2,021 萬 | 6.9% | −4,852−1.6% | 減碼 | – |
| Valued Advisers Tr92046L338 | REGAN FLTG RATE | 475,777 | $1,211 萬 | 4.2% | −4,978−1.0% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 141,945 | $1,174 萬 | 4.0% | −3,608−2.5% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 329,887 | $842.5 萬 | 2.9% | +10,366+3.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 60,237 | $654.7 萬 | 2.2% | −451−0.7% | 減碼 | – |
| DEDeere & Co | Stock | 13,711 | $643.5 萬 | 2.2% | −126−0.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,652 | $620.6 萬 | 2.1% | +1,350+13.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,088 | $613.7 萬 | 2.1% | +5,447+71.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 38,361 | $608.9 萬 | 2.1% | −28,656−42.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 39,189 | $531.7 萬 | 1.8% | −403−1.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,574 | $492.0 萬 | 1.7% | +8,237+616.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 16,731 | $482.1 萬 | 1.7% | −2,497−13.0% | 減碼 | 歷史 |
| iShares Tr46435G342 | MORTGE REL ETF | 210,670 | $472.7 萬 | 1.6% | +9,326+4.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 49,339 | $452.6 萬 | 1.6% | −11,363−18.7% | 減碼 | – |
| BAXBaxter International Inc | Stock | 125,256 | $428.8 萬 | 1.5% | −11,751−8.6% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 52,843 | $394.6 萬 | 1.4% | +20,259+62.2% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 236,379 | $383.2 萬 | 1.3% | +79,612+50.8% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 24,009 | $370.1 萬 | 1.3% | +7,540+45.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,338 | $362.9 萬 | 1.2% | −70.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,973 | $336.8 萬 | 1.2% | +1,051+13.3% | 加碼 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 327,947 | $314.2 萬 | 1.1% | +19,740+6.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 14,009 | $309.4 萬 | 1.1% | −7,745−35.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,677 | $307.4 萬 | 1.1% | +2,090+11.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 27,520 | $298.3 萬 | 1.0% | +7,129+35.0% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 12,660 | $293.0 萬 | 1.0% | +1,650+15.0% | 加碼 | 歷史 |
| FMSFresenius Medical Care AG | SPONSORED ADR | 116,111 | $289.1 萬 | 1.0% | +5,842+5.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,167 | $288.6 萬 | 1.0% | +5,876+63.2% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 77,417 | $285.0 萬 | 1.0% | +17,617+29.5% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 52,932 | $274.9 萬 | 0.9% | −2,772−5.0% | 減碼 | – |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 29,906 | $273.0 萬 | 0.9% | +1,188+4.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 25,815 | $271.1 萬 | 0.9% | +837+3.4% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 44,384 | $267.1 萬 | 0.9% | −1,927−4.2% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 22,462 | $265.4 萬 | 0.9% | +21,156+1,619.9% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 57,272 | $263.3 萬 | 0.9% | −17,312−23.2% | 減碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 51,289 | $256.5 萬 | 0.9% | +992+2.0% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 32,471 | $254.2 萬 | 0.9% | +11,625+55.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,478 | $250.5 萬 | 0.9% | +2,973+197.5% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 41,318 | $246.9 萬 | 0.8% | +3,372+8.9% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 46,291 | $241.0 萬 | 0.8% | +8,572+22.7% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 28,727 | $234.8 萬 | 0.8% | +28,727 | 新進 | – |
| WMGWarner Music Group Corp. | COM CL A | 71,632 | $224.6 萬 | 0.8% | +4,396+6.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 48,305 | $211.1 萬 | 0.7% | +48,305 | 新進 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,038 | $201.6 萬 | 0.7% | +20,038 | 新進 | – |
| Cyberark Software LtdM2682V108 | SHS | 5,936 | $200.6 萬 | 0.7% | −737−11.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 14,265 | $199.4 萬 | 0.7% | +2,535+21.6% | 加碼 | 歷史 |
| RTORentokil Initial PLC | SPONSORED ADR | 83,113 | $190.3 萬 | 0.7% | +6,750+8.8% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 60,221 | $189.8 萬 | 0.7% | −978−1.6% | 減碼 | 歷史 |
| FUNSix Flags Entertainment Corporation | COM | 52,724 | $188.1 萬 | 0.6% | +22,991+77.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,401 | $181.5 萬 | 0.6% | +985+15.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,448 | $171.6 萬 | 0.6% | +2,483+257.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,271 | $170.5 萬 | 0.6% | +2,562+69.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,374 | $167.4 萬 | 0.6% | −184−3.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,604 | $162.3 萬 | 0.6% | +927+3.6% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 31,514 | $159.6 萬 | 0.5% | +29,325+1,339.7% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 62,192 | $156.5 萬 | 0.5% | +7,043+12.8% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 35,086 | $149.2 萬 | 0.5% | +2,990+9.3% | 加碼 | – |
| CRLCharles River Laboratories International, Inc. | COM | 9,679 | $145.7 萬 | 0.5% | +90+0.9% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 33,601 | $138.3 萬 | 0.5% | +10,081+42.9% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 23,654 | $135.5 萬 | 0.5% | +11,565+95.7% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 15,175 | $134.9 萬 | 0.5% | +6,932+84.1% | 加碼 | – |
| VanEck ETF Trust92189H748 | CLO ETF | 24,922 | $131.7 萬 | 0.5% | −14,225−36.3% | 減碼 | – |
| MUMicron Technology Inc | Stock | 15,154 | $131.7 萬 | 0.5% | +1,274+9.2% | 加碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 14,340 | $122.0 萬 | 0.4% | +227+1.6% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 22,999 | $120.5 萬 | 0.4% | +648+2.9% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 23,470 | $119.0 萬 | 0.4% | +23,470 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 56,963 | $117.9 萬 | 0.4% | +56,963 | 新進 | – |
| Managed Portfolio Ser56167N183 | KENS HE PREM ETF | 48,335 | $115.8 萬 | 0.4% | −312−0.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 3,140 | $115.1 萬 | 0.4% | +629+25.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,520 | $112.6 萬 | 0.4% | −2,206−46.7% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 21,601 | $109.2 萬 | 0.4% | +21,601 | 新進 | – |
| CBChubb Ltd | Stock | 3,338 | $100.8 萬 | 0.3% | +490+17.2% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 2,587 | $94.9 萬 | 0.3% | +2,587 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 10,292 | $92.5 萬 | 0.3% | +9,266+903.1% | 加碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 39,301 | $88.6 萬 | 0.3% | +917+2.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,042 | $86.1 萬 | 0.3% | −16−1.5% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,757 | $85.7 萬 | 0.3% | +3,063+65.3% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,439 | $85.5 萬 | 0.3% | −493−12.5% | 減碼 | 歷史 |
| SNNRFSunrise Communications AG | ADS CL A | 17,701 | $85.5 萬 | 0.3% | −11,929−40.3% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,146 | $83.9 萬 | 0.3% | +101+3.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 22,728 | $83.9 萬 | 0.3% | +1,606+7.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 18,209 | $80.6 萬 | 0.3% | −4,462−19.7% | 減碼 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 10,906 | $79.9 萬 | 0.3% | −130−1.2% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 6,019 | $79.6 萬 | 0.3% | +437+7.8% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 28,084 | $78.5 萬 | 0.3% | +28,084 | 新進 | – |
| LBTYALiberty Global Ltd. | COM CL A | 65,807 | $75.7 萬 | 0.3% | +56,428+601.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,709 | $70.7 萬 | 0.2% | +9,709 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 9,107 | $70.6 萬 | 0.2% | −6,915−43.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,046 | $70.3 萬 | 0.2% | +12,046 | 新進 | – |
| Ssga Active Tr78470P507 | ST STR SECTO ETF | 26,818 | $69.4 萬 | 0.2% | +218+0.8% | 加碼 | – |
| FLGFlagstar Bank, National Association | Stock | 59,561 | $69.2 萬 | 0.2% | +41,968+238.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,118 | $69.0 萬 | 0.2% | +9,118 | 新進 | – |
| VVisa Inc. | Stock | 1,968 | $69.0 萬 | 0.2% | −2,911−59.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,900 | $67.6 萬 | 0.2% | +3,094+26.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,504 | $67.0 萬 | 0.2% | −7,572−57.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,194 | $65.4 萬 | 0.2% | −1,813−60.3% | 減碼 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 7,108 | $65.0 萬 | 0.2% | −14,715−67.4% | 減碼 | – |
| CRHCRH Public Ltd Co | ORD | 7,284 | $64.1 萬 | 0.2% | +310+4.4% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 12,538 | $64.0 萬 | 0.2% | +12,538 | 新進 | – |
| Texas Cap Tex Equity Index E88224A508 | GOVT MONEY MKT | 6,292 | $63.1 萬 | 0.2% | −1,673−21.0% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,990 | $62.6 萬 | 0.2% | +1,531+104.9% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（121 檔）
2024 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 121 檔。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 13,457 | $253.8 萬 | 0.9% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 39,183 | $217.8 萬 | 0.7% | – |
| iShares MSCI India ETF46429B598 | ETF | 35,432 | $189.2 萬 | 0.6% | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,427 | $177.0 萬 | 0.6% | – |
| DDOGDatadog, Inc. | CL A COM | 10,718 | $153.9 萬 | 0.5% | 歷史 |
| NVRNVR Inc | COM | 141 | $112.7 萬 | 0.4% | 歷史 |
| DPZDominos Pizza Inc | COM | 2,460 | $107.0 萬 | 0.4% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 11,584 | $105.9 萬 | 0.4% | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 11,525 | $103.3 萬 | 0.4% | – |
| DISWalt Disney Co | Stock | 8,596 | $95.3 萬 | 0.3% | 歷史 |
| MCOMoodys Corp | Stock | 1,925 | $91.0 萬 | 0.3% | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,512 | $87.8 萬 | 0.3% | – |
| PGRProgressive Corp | Stock | 3,270 | $78.7 萬 | 0.3% | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 7,003 | $77.0 萬 | 0.3% | 歷史 |
| STRAStrategic Education, Inc. | COM | 6,781 | $62.6 萬 | 0.2% | 歷史 |
| BLKBlackRock, Inc. | Stock | 511 | $52.0 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,966 | $50.1 萬 | 0.2% | – |
| NEENextera Energy Inc | Stock | 6,972 | $49.9 萬 | 0.2% | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 45,373 | $47.5 萬 | 0.2% | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 7,718 | $39.3 萬 | 0.1% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,657 | $38.8 萬 | 0.1% | – |
| CNRCore Natural Resources, Inc. | COM | 2,731 | $29.5 萬 | 0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,843 | $28.2 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 4,815 | $28.1 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,783 | $27.8 萬 | 0.1% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,482 | $26.0 萬 | 0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,692 | $25.8 萬 | 0.1% | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 10,350 | $25.0 萬 | 0.1% | – |
| EXPEExpedia Group, Inc. | Stock | 1,340 | $24.8 萬 | 0.1% | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 6,463 | $24.1 萬 | 0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,832 | $22.2 萬 | 0.1% | – |
| MCDMcDonalds Corp | Stock | 747 | $21.9 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,841 | $21.7 萬 | 0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 7,692 | $21.6 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,505 | $20.6 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 742 | $19.6 萬 | 0.1% | – |
| AMRAlpha Metallurgical Resources, Inc. | COM | 954 | $19.2 萬 | 0.1% | 歷史 |
| FOXAFox Corp | CL A COM | 3,894 | $19.1 萬 | 0.1% | 歷史 |
| Unified Ser Tr90470L568 | ABSLUTE SELCT VL | 5,618 | $17.8 萬 | 0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 7,160 | $17.3 萬 | 0.1% | – |
| PAYXPaychex Inc | Stock | 1,182 | $16.4 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 895 | $16.3 萬 | 0.1% | 歷史 |
| PSAPublic Storage | COM | 538 | $16.0 萬 | 0.1% | 歷史 |
| HEI.AHeico Corp | CL A | 845 | $15.7 萬 | 0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,770 | $15.6 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 2,366 | $15.1 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,093 | $15.1 萬 | 0.1% | – |
| MLMMartin Marietta Materials Inc | COM | 294 | $15.0 萬 | 0.1% | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,892 | $14.9 萬 | 0.1% | – |
| ENTGEntegris Inc | COM | 1,492 | $14.5 萬 | <0.1% | 歷史 |
| IEXIdex Corp | COM | 692 | $14.3 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 7,672 | $14.2 萬 | <0.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 1,015 | $13.3 萬 | <0.1% | – |
| VMCVulcan Materials CO | COM | 505 | $12.9 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 1,150 | $12.4 萬 | <0.1% | 歷史 |
| EXPOExponent Inc | COM | 1,376 | $12.1 萬 | <0.1% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,337 | $11.9 萬 | <0.1% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 8,294 | $10.9 萬 | <0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 372 | $10.8 萬 | <0.1% | – |
| JKHYJack Henry & Associates Inc | Stock | 622 | $10.8 萬 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 557 | $10.7 萬 | <0.1% | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 5,409 | $10.6 萬 | <0.1% | – |
| STESTERIS plc | SHS USD | 507 | $10.3 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 2,449 | $9.62 萬 | <0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 154 | $9.57 萬 | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 348 | $9.51 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 585 | $9.51 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 1,473 | $9.31 萬 | <0.1% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 2,778 | $9.10 萬 | <0.1% | – |
| POOLPool Corp | COM | 269 | $8.95 萬 | <0.1% | 歷史 |
| Agf Invts Tr00110G408 | US MARKET NETRL | 4,827 | $8.89 萬 | <0.1% | – |
| CRMSalesforce, Inc. | Stock | 264 | $8.73 萬 | <0.1% | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 2,201 | $8.48 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 711 | $8.13 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 183 | $8.07 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,836 | $8.06 萬 | <0.1% | – |
| MCHPMicrochip Technology Inc | Stock | 1,385 | $7.88 萬 | <0.1% | 歷史 |
| BNY Mellon ETF Trust09661T800 | HIGH YIELD ETF | 1,648 | $7.87 萬 | <0.1% | – |
| Invesco Actvely MNGD Etc FD46090F308 | AGRI CMDTY STRA | 2,216 | $7.84 萬 | <0.1% | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 2,326 | $7.57 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 3,253 | $7.43 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 1,763 | $7.36 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 211 | $7.36 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 852 | $7.32 萬 | <0.1% | – |
| MSCIMSCI Inc. | Stock | 121 | $7.23 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 547 | $7.19 萬 | <0.1% | 歷史 |
| WSOWatsco Inc | COM | 151 | $7.08 萬 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 1,571 | $6.96 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 302 | $6.94 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 1,272 | $6.94 萬 | <0.1% | – |
| AVYAvery Dennison Corp | COM | 373 | $6.84 萬 | <0.1% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 3,176 | $6.83 萬 | <0.1% | 歷史 |
| MNTXManitex International, Inc. | COM | 11,489 | $6.66 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 2,505 | $6.52 萬 | <0.1% | – |
| ONONOn Holding AG | Stock | 1,178 | $6.52 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 488 | $6.51 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R515 | ST STR USD ETF | 2,718 | $6.48 萬 | <0.1% | – |
| WDAYWorkday, Inc. | CL A | 255 | $6.42 萬 | <0.1% | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 353 | $6.40 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 124 | $6.37 萬 | <0.1% | 歷史 |