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 |
|---|---|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,313 | $54.5 萬 | 0.1% | +13,313 | 新進 | – |
| ADMArcher-Daniels-Midland Co | Stock | 7,076 | $54.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 14,941 | $58.6 萬 | 0.1% | −11,120−42.7% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 6,783 | $61.4 萬 | 0.1% | +125+1.9% | 加碼 | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 67,282 | $61.4 萬 | 0.1% | +897+1.4% | 加碼 | – |
| AGCOAGCO Corp | COM | 6,250 | $61.7 萬 | 0.1% | +1,272+25.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,047 | $62.4 萬 | 0.1% | −1,647−14.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,505 | $62.7 萬 | 0.1% | +256+7.9% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 5,915 | $63.3 萬 | 0.1% | −125−2.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,591 | $65.0 萬 | 0.1% | −628−3.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 14,425 | $66.4 萬 | 0.2% | −19,686−57.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,729 | $67.6 萬 | 0.2% | −2,283−20.7% | 減碼 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 18,340 | $68.3 萬 | 0.2% | −2,380−11.5% | 減碼 | 歷史 |
| UNMUnum Group | Stock | 20,150 | $68.6 萬 | 0.2% | −500−2.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,334 | $68.8 萬 | 0.2% | −30,337−82.7% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,265 | $69.2 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,655 | $70.6 萬 | 0.2% | −100−2.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 324 | $70.8 萬 | 0.2% | −158−32.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 22,879 | $71.2 萬 | 0.2% | −280,061−92.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,085 | $71.9 萬 | 0.2% | −103−2.5% | 減碼 | – |
| CORCencora, Inc. | Stock | 5,112 | $72.3 萬 | 0.2% | +67+1.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,575 | $72.8 萬 | 0.2% | −9,835−45.9% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,232 | $72.8 萬 | 0.2% | +160+14.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,543 | $74.4 萬 | 0.2% | +5+0.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 5,215 | $75.0 萬 | 0.2% | −5,230−50.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,060 | $76.1 萬 | 0.2% | −11,886−59.6% | 減碼 | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 15,250 | $76.6 萬 | 0.2% | +78+0.5% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 8,476 | $77.1 萬 | 0.2% | −1,285−13.2% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,568 | $77.6 萬 | 0.2% | +10+0.3% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 4,579 | $79.0 萬 | 0.2% | +10.0% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 6,218 | $79.4 萬 | 0.2% | −88,284−93.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 366 | $79.8 萬 | 0.2% | −466−56.0% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $81.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EGBNEagle Bancorp Inc | COM | 18,065 | $85.6 萬 | 0.2% | −139−0.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,391 | $86.0 萬 | 0.2% | −1,428−29.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,914 | $86.6 萬 | 0.2% | −1,639−36.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 6,512 | $89.0 萬 | 0.2% | +532+8.9% | 加碼 | 歷史 |
| MGMMGM Resorts International | Stock | 30,755 | $89.0 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 21,685 | $90.6 萬 | 0.2% | +217+1.0% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 6,669 | $90.7 萬 | 0.2% | −1,736−20.7% | 減碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 31,647 | $90.8 萬 | 0.2% | −337−1.1% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 12,443 | $91.6 萬 | 0.2% | −1,345−9.8% | 減碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 30,739 | $92.0 萬 | 0.2% | −17−0.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,310 | $92.8 萬 | 0.2% | +596+22.0% | 加碼 | – |
| TAT&T Inc. | Stock | 44,339 | $92.9 萬 | 0.2% | −67,566−60.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,382 | $93.1 萬 | 0.2% | −96−6.5% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 19,045 | $95.4 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 4,930 | $97.1 萬 | 0.2% | −2,286−31.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,617 | $109.1 萬 | 0.2% | −17,691−53.1% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 13,787 | $110.0 萬 | 0.2% | −37,068−72.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 26,181 | $111.6 萬 | 0.3% | −166,180−86.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,609 | $112.2 萬 | 0.3% | −6,039−69.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,959 | $112.4 萬 | 0.3% | +1,495+33.5% | 加碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 32,254 | $115.6 萬 | 0.3% | +1,260+4.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,260 | $116.1 萬 | 0.3% | −417−15.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,299 | $117.9 萬 | 0.3% | −2,448−36.3% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 14,061 | $120.0 萬 | 0.3% | −538−3.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,224 | $121.6 萬 | 0.3% | −427−11.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,965 | $122.6 萬 | 0.3% | −682−12.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,537 | $125.6 萬 | 0.3% | −3,133−29.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,228 | $126.0 萬 | 0.3% | −42,109−83.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,616 | $127.0 萬 | 0.3% | +18+0.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 13,268 | $131.0 萬 | 0.3% | −1,447−9.8% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 23,804 | $132.8 萬 | 0.3% | +691+3.0% | 加碼 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 66,865 | $136.6 萬 | 0.3% | +4,589+7.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 15,053 | $137.2 萬 | 0.3% | −56,769−79.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 27,136 | $137.7 萬 | 0.3% | −187,413−87.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 14,394 | $138.3 萬 | 0.3% | −55,597−79.4% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 11,795 | $138.8 萬 | 0.3% | −821−6.5% | 減碼 | – |
| EMREmerson Electric Co | Stock | 17,871 | $142.1 萬 | 0.3% | −13,445−42.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 27,868 | $146.1 萬 | 0.3% | −138,566−83.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 14,514 | $147.6 萬 | 0.3% | +903+6.6% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 37,508 | $150.4 萬 | 0.3% | −360−1.0% | 減碼 | – |
| PSECProspect Capital Corp | COM | 227,256 | $158.9 萬 | 0.4% | +2,148+1.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,852 | $159.3 萬 | 0.4% | +48+1.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,755 | $179.9 萬 | 0.4% | +1,621+76.0% | 加碼 | 歷史 |
| Fidelity Covington Trust316092386 | STOCK FOR INFL | 62,040 | $180.5 萬 | 0.4% | +62,040 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 21,510 | $184.2 萬 | 0.4% | −27,309−55.9% | 減碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 43,474 | $185.5 萬 | 0.4% | −3,386−7.2% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 56,529 | $185.9 萬 | 0.4% | −4,908−8.0% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 15,200 | $193.2 萬 | 0.4% | −255−1.6% | 減碼 | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 99,003 | $196.4 萬 | 0.4% | +4,360+4.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,524 | $205.4 萬 | 0.5% | −20,816−73.5% | 減碼 | 歷史 |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 53,509 | $212.4 萬 | 0.5% | +2,163+4.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 15,123 | $223.3 萬 | 0.5% | +336+2.3% | 加碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 26,332 | $234.7 萬 | 0.5% | +933+3.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 20,955 | $236.0 萬 | 0.5% | −30,158−59.0% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 68,478 | $252.9 萬 | 0.6% | +300+0.4% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 40,499 | $253.1 萬 | 0.6% | +80+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 24,652 | $261.8 萬 | 0.6% | −2,388−8.8% | 減碼依 20 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,448 | $274.2 萬 | 0.6% | −27,241−63.8% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 48,768 | $278.1 萬 | 0.6% | −71−0.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 46,448 | $280.3 萬 | 0.6% | −1,457−3.0% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 39,627 | $283.8 萬 | 0.6% | +1,512+4.0% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 92,381 | $294.0 萬 | 0.7% | −664−0.7% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 14,654 | $302.3 萬 | 0.7% | +448+3.2% | 加碼 | – |
| WPCW. P. Carey Inc. | COM | 36,506 | $302.5 萬 | 0.7% | +537+1.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 80,768 | $322.3 萬 | 0.7% | +2,689+3.4% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 83,029 | $385.9 萬 | 0.9% | +106+0.1% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 29,245 | $398.2 萬 | 0.9% | +445+1.5% | 加碼 | – |
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 |