XML Financial, LLC
- SEC CIK
- 0001800465
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/1 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 231
- 較 2022 年第 1 季 −100
- 總值
- $4.42 億
- 較 2022 年第 1 季 −$3.98 億 (−47.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Berkshire Grey I084656115 | EQUITY WRT | 20,000 | $4,000 | <0.1% | 00.0% | 不變 | – |
| ENGEnglobal Corp | COM | 30,122 | $2.90 萬 | <0.1% | +30,122 | 新進 | 歷史 |
| FAXAbrdn Asia-Pacific Income Fund, Inc. | COM | 10,158 | $3.00 萬 | <0.1% | +10,158 | 新進 | 歷史 |
| MGNXMacrogenics Inc | COM | 22,451 | $6.60 萬 | <0.1% | +3,299+17.2% | 加碼 | 歷史 |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 15,030 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 11,199 | $8.60 萬 | <0.1% | −6,598−37.1% | 減碼 | 歷史 |
| UAUnder Armour, Inc. | CL C | 13,314 | $10.1 萬 | <0.1% | −840−5.9% | 減碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 17,027 | $10.4 萬 | <0.1% | +55+0.3% | 加碼 | 歷史 |
| GLADGladstone Capital Corp | COM | 11,799 | $11.9 萬 | <0.1% | +211+1.8% | 加碼 | 歷史 |
| NPVNuveen Virginia Quality Municipal Income Fund | COM | 10,518 | $13.0 萬 | <0.1% | −12,694−54.7% | 減碼 | 歷史 |
| ETJEaton Vance Risk-Managed Diversified Equity Income Fund | COM | 15,578 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAVMPAVmed Inc. | COM | 148,991 | $13.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 13,054 | $14.2 萬 | <0.1% | +206+1.6% | 加碼 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 13,546 | $15.1 萬 | <0.1% | −1,121−7.6% | 減碼 | 歷史 |
| JBLUJetBlue Airways Corp | COM | 18,181 | $15.2 萬 | <0.1% | +318+1.8% | 加碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 17,992 | $15.9 萬 | <0.1% | −599−3.2% | 減碼 | 歷史 |
| IAEVoya Asia Pacific High Dividend Equity Income Fund | COM | 26,836 | $18.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 17,865 | $19.9 萬 | <0.1% | +599+3.5% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 5,943 | $20.0 萬 | <0.1% | +5,943 | 新進 | – |
| IRMIron Mountain Inc | COM | 4,294 | $20.9 萬 | <0.1% | −169−3.8% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,015 | $21.0 萬 | <0.1% | −7,776−79.4% | 減碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 30,000 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,982 | $21.3 萬 | <0.1% | −85−2.8% | 減碼 | – |
| MTBM&T Bank Corp | COM | 1,350 | $21.5 萬 | <0.1% | −1,219−47.5% | 減碼 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 3,828 | $21.6 萬 | <0.1% | 00.0% | 不變 | – |
| LPLALPL Financial Holdings Inc. | COM | 1,176 | $21.7 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,500 | $21.9 萬 | <0.1% | +153+6.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 9,010 | $22.0 萬 | <0.1% | −94,575−91.3% | 減碼 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 7,885 | $22.1 萬 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 4,712 | $22.3 萬 | 0.1% | −103,597−95.6% | 減碼 | 歷史 |
| FNKOFunko, Inc. | COM CL A | 10,000 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 412 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 727 | $22.4 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 26,034 | $22.5 萬 | 0.1% | +4,453+20.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,606 | $23.0 萬 | 0.1% | −149−8.5% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 6,604 | $23.3 萬 | 0.1% | +6,604 | 新進 | – |
| HUMHumana Inc | Stock | 500 | $23.4 萬 | 0.1% | +500 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,192 | $23.5 萬 | 0.1% | −3,810−63.5% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 985 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 138 | $24.0 萬 | 0.1% | +9+7.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,231 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,882 | $24.5 萬 | 0.1% | +556+12.9% | 加碼 | – |
| XELXcel Energy Inc | Stock | 3,572 | $25.3 萬 | 0.1% | +3,572 | 新進 | 歷史 |
| Global X FDS37954Y467 | E COMMERCE ETF | 15,191 | $25.5 萬 | 0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 8,907 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| WMBWilliams Companies, Inc. | COM | 8,367 | $26.1 萬 | 0.1% | −5,786−40.9% | 減碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 2,587 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,867 | $26.4 萬 | 0.1% | −37,679−95.3% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,119 | $26.6 萬 | 0.1% | +79+2.6% | 加碼 | – |
| BXBlackstone Inc. | COM | 2,973 | $27.1 萬 | 0.1% | −1,527−33.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,402 | $28.0 萬 | 0.1% | −49−1.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 14,989 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 16,354 | $28.6 萬 | 0.1% | +16,354 | 新進 | – |
| ARCCAres Capital Corp | CEF | 16,185 | $29.0 萬 | 0.1% | +385+2.4% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 754 | $29.0 萬 | 0.1% | +25+3.4% | 加碼 | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 10,073 | $29.3 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 5,781 | $29.8 萬 | 0.1% | +22+0.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 923 | $29.9 萬 | 0.1% | −559−37.7% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 4,850 | $30.9 萬 | 0.1% | +24+0.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,781 | $31.0 萬 | 0.1% | −1,327−42.7% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,683 | $31.6 萬 | 0.1% | +475+21.5% | 加碼 | – |
| CVSCVS Health Corp | Stock | 3,443 | $31.9 萬 | 0.1% | −97,718−96.6% | 減碼 | 歷史 |
| GTESGates Industrial Corp Ltd. | ORD SHS | 29,592 | $32.0 萬 | 0.1% | +800+2.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,028 | $34.9 萬 | 0.1% | +2,028 | 新進 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 12,964 | $35.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,397 | $35.2 萬 | 0.1% | −211−4.6% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 4,946 | $35.7 萬 | 0.1% | +10.0% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 1,546 | $36.0 萬 | 0.1% | +75+5.1% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 922 | $36.4 萬 | 0.1% | +91+11.0% | 加碼 | 歷史 |
| SCDLMP Capital & Income Fund Inc. | COM | 29,647 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,866 | $37.1 萬 | 0.1% | −772−21.2% | 減碼 | 歷史 |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 17,475 | $37.3 萬 | 0.1% | −2,981−14.6% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,172 | $37.4 萬 | 0.1% | −7,089−63.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 802 | $39.0 萬 | 0.1% | −432−35.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,414 | $39.3 萬 | 0.1% | −1,186−45.6% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,781 | $39.6 萬 | 0.1% | +3,781 | 新進 | – |
| iShares Tr46436E536 | US SML CP VALUE | 14,859 | $39.7 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 8,061 | $39.9 萬 | 0.1% | −138−1.7% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 8,805 | $40.4 萬 | 0.1% | +8,805 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,875 | $40.8 萬 | 0.1% | +120+2.5% | 加碼 | – |
| UALUnited Airlines Holdings, Inc. | COM | 11,675 | $41.4 萬 | 0.1% | −535−4.4% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 11,640 | $42.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W786 | INTL DIV EX FINL | 11,819 | $42.0 萬 | 0.1% | −82−0.7% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,976 | $42.1 萬 | 0.1% | −5,699−74.3% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 5,025 | $42.2 萬 | 0.1% | +289+6.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,931 | $43.0 萬 | 0.1% | +158+8.9% | 加碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 24,912 | $43.0 萬 | 0.1% | −974−3.8% | 減碼 | – |
| CINFCincinnati Financial Corp | COM | 3,632 | $43.2 萬 | 0.1% | +18+0.5% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 10,908 | $43.5 萬 | 0.1% | −49,626−82.0% | 減碼 | – |
| NIEVirtus Equity & Convertible Income Fund | COM | 20,971 | $43.5 萬 | 0.1% | +752+3.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,013 | $45.8 萬 | 0.1% | −980−32.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,171 | $47.1 萬 | 0.1% | −402−6.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,996 | $48.6 萬 | 0.1% | −21,722−91.6% | 減碼 | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 20,955 | $50.0 萬 | 0.1% | −1,171−5.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,759 | $50.3 萬 | 0.1% | +198+7.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,190 | $50.9 萬 | 0.1% | −904−17.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,127 | $51.6 萬 | 0.1% | +212+7.3% | 加碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 14,340 | $51.6 萬 | 0.1% | +30.0% | 加碼 | – |
| WYNNWynn Resorts Ltd | COM | 9,251 | $52.7 萬 | 0.1% | +492+5.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 14,216 | $53.2 萬 | 0.1% | −139,299−90.7% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（113 檔）
2022 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 113 檔。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 134,208 | $1,068 萬 | 1.3% | – |
| GOODGladstone Commercial Corp | COM | 400,127 | $881.1 萬 | 1.0% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 40,174 | $861.6 萬 | 1.0% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 99,347 | $725.5 萬 | 0.9% | 歷史 |
| KKellanova | Stock | 108,851 | $702.0 萬 | 0.8% | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 119,961 | $636.5 萬 | 0.8% | – |
| CCitigroup Inc | Stock | 111,245 | $594.0 萬 | 0.7% | 歷史 |
| DOWDow Inc. | Stock | 84,406 | $537.8 萬 | 0.6% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 62,280 | $532.5 萬 | 0.6% | 歷史 |
| NEMNEWMONT Corp | Stock | 62,944 | $500.1 萬 | 0.6% | 歷史 |
| FDXFedEx Corp | Stock | 19,688 | $455.6 萬 | 0.5% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 235,566 | $445.5 萬 | 0.5% | 歷史 |
| MMDNYLI MacKay DefinedTerm Muni Opportunities Fund | COM | 225,808 | $423.4 萬 | 0.5% | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 178,085 | $420.8 萬 | 0.5% | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 94,400 | $413.5 萬 | 0.5% | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 130,686 | $407.2 萬 | 0.5% | 歷史 |
| PRUPrudential Financial Inc | Stock | 32,790 | $387.5 萬 | 0.5% | 歷史 |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 128,447 | $340.3 萬 | 0.4% | – |
| CMICummins Inc | Stock | 15,647 | $320.9 萬 | 0.4% | 歷史 |
| ETXEaton Vance Municipal Income 2028 Term Trust | SHS | 150,186 | $306.8 萬 | 0.4% | 歷史 |
| IPInternational Paper Co | COM | 63,598 | $293.5 萬 | 0.3% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 11,076 | $267.1 萬 | 0.3% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 173,587 | $231.9 萬 | 0.3% | 歷史 |
| WELLWelltower Inc. | REIT | 23,508 | $226.0 萬 | 0.3% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 19,784 | $216.3 萬 | 0.3% | 歷史 |
| GISGeneral Mills Inc | Stock | 30,919 | $209.4 萬 | 0.2% | 歷史 |
| PSXPhillips 66 | Stock | 20,658 | $178.5 萬 | 0.2% | 歷史 |
| MAVPioneer Municipal High Income Advantage Fund, Inc. | COM | 180,550 | $177.5 萬 | 0.2% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 16,130 | $174.8 萬 | 0.2% | – |
| BCEBce Inc | COM NEW | 29,392 | $163.0 萬 | 0.2% | 歷史 |
| FMNFederated Hermes Premier Municipal Income Fund | COM | 122,769 | $156.0 萬 | 0.2% | 歷史 |
| ILPTIndustrial Logistics Properties Trust | COM SHS BEN INT | 68,250 | $154.7 萬 | 0.2% | 歷史 |
| GSKGSK plc | SPONSORED ADR | 35,148 | $153.1 萬 | 0.2% | 歷史 |
| RFRegions Financial Corp | COM | 61,800 | $137.6 萬 | 0.2% | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 11,552 | $137.2 萬 | 0.2% | 歷史 |
| KREFKKR Real Estate Finance Trust Inc. | COM | 63,700 | $131.3 萬 | 0.2% | 歷史 |
| NVSNovartis AG | ADR | 12,749 | $111.9 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 28,636 | $107.2 萬 | 0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 20,486 | $91.7 萬 | 0.1% | 歷史 |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 73,243 | $76.9 萬 | 0.1% | 歷史 |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 56,230 | $75.9 萬 | 0.1% | 歷史 |
| GMGeneral Motors Co | COM | 15,588 | $68.2 萬 | 0.1% | 歷史 |
| WMWaste Management Inc | Stock | 4,088 | $64.8 萬 | 0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 4,615 | $63.2 萬 | 0.1% | 歷史 |
| RILYBRC Group Holdings, Inc. | COM | 8,210 | $57.4 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,262 | $56.2 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 11,940 | $55.0 萬 | 0.1% | 歷史 |
| FOCSFocus Financial Partners Inc. | COM CL A | 11,782 | $53.9 萬 | 0.1% | 歷史 |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 37,650 | $50.8 萬 | 0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 9,831 | $50.5 萬 | 0.1% | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 32,966 | $48.2 萬 | 0.1% | 歷史 |
| BFSSaul Centers, Inc. | COM | 8,891 | $46.9 萬 | 0.1% | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 26,597 | $46.6 萬 | 0.1% | 歷史 |
| RMMRiverNorth Managed Duration Municipal Income Fund, Inc. | COM | 26,750 | $46.0 萬 | 0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 3,400 | $45.1 萬 | 0.1% | 歷史 |
| SOSouthern Co | Stock | 5,904 | $42.8 萬 | 0.1% | 歷史 |
| RFMZRiverNorth Flexible Municipal Income Fund II, Inc. | COM | 25,750 | $42.2 萬 | 0.1% | 歷史 |
| SYYSysco Corp | Stock | 5,104 | $41.7 萬 | <0.1% | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 31,782 | $41.7 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,932 | $41.0 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 986 | $40.9 萬 | <0.1% | – |
| BBWIBath & Body Works, Inc. | COM | 8,245 | $39.4 萬 | <0.1% | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 34,731 | $38.9 萬 | <0.1% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 4,387 | $36.8 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,326 | $35.7 萬 | <0.1% | 歷史 |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 25,736 | $35.6 萬 | <0.1% | 歷史 |
| RFMRiverNorth Flexible Municipal Income Fund, Inc. | COM | 18,930 | $35.2 萬 | <0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,248 | $34.8 萬 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 2,449 | $34.7 萬 | <0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,163 | $33.7 萬 | <0.1% | – |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 55,250 | $33.4 萬 | <0.1% | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 7,003 | $32.2 萬 | <0.1% | – |
| COPConocoPhillips | Stock | 3,129 | $31.3 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,744 | $30.7 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 10,377 | $30.5 萬 | <0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,316 | $29.3 萬 | <0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,981 | $28.7 萬 | <0.1% | – |
| RPMRPM International Inc | COM | 3,501 | $28.5 萬 | <0.1% | 歷史 |
| CHHChoice Hotels International Inc | COM | 2,000 | $28.4 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,592 | $27.3 萬 | <0.1% | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,389 | $27.1 萬 | <0.1% | – |
| VMOInvesco Municipal Opportunity Trust | COM | 23,206 | $26.6 萬 | <0.1% | 歷史 |
| DTEDte Energy Co | COM | 2,000 | $26.4 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,299 | $26.3 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,393 | $25.6 萬 | <0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 3,290 | $25.4 萬 | <0.1% | 歷史 |
| BYMBlackRock Municipal Income Quality Trust | COM | 19,116 | $25.3 萬 | <0.1% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,072 | $25.2 萬 | <0.1% | – |
| AXPAmerican Express Co | Stock | 1,234 | $23.1 萬 | <0.1% | 歷史 |
| SHELShell plc | ADR | 4,099 | $22.5 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 5,733 | $22.0 萬 | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 3,656 | $21.4 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 1,540 | $21.4 萬 | <0.1% | 歷史 |
| RMIRiverNorth Opportunistic Municipal Income Fund, Inc. | COM | 11,500 | $21.3 萬 | <0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 600 | $21.3 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 845 | $21.1 萬 | <0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,989 | $20.8 萬 | <0.1% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 4,741 | $20.8 萬 | <0.1% | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 12,401 | $20.7 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 271 | $20.7 萬 | <0.1% | 歷史 |