Key Financial Inc
- SEC CIK
- 0001801720
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,356
- 較 2026 年第 1 季 −38
- 總值
- $6.11 億
- 較 2026 年第 1 季 +$4,877 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 102,793 | $2,974 萬 | 4.9% | −679−0.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 306,315 | $2,278 萬 | 3.7% | −15,020−4.7% | 減碼 | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 452,268 | $2,089 萬 | 3.4% | −10,564−2.3% | 減碼 | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 293,975 | $1,993 萬 | 3.3% | +5,936+2.1% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 180,724 | $1,972 萬 | 3.2% | −2,315−1.3% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 861,313 | $1,962 萬 | 3.2% | +87,983+11.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 402,453 | $1,470 萬 | 2.4% | −7,903−1.9% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 100,190 | $1,247 萬 | 2.0% | +10,210+11.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 28,910 | $1,078 萬 | 1.8% | +239+0.8% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 248,600 | $1,039 萬 | 1.7% | −1,090−0.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 72,706 | $994.0 萬 | 1.6% | +25,331+53.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 80,325 | $956.9 萬 | 1.6% | −2,802−3.4% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 96,015 | $924.8 萬 | 1.5% | +478+0.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 152,069 | $924.4 萬 | 1.5% | +78+0.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 75,509 | $898.5 萬 | 1.5% | −7,053−8.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 102,869 | $896.8 萬 | 1.5% | +1,006+1.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 367,608 | $869.0 萬 | 1.4% | +25,552+7.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 19,437 | $734.2 萬 | 1.2% | −1,038−5.1% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 368,269 | $710.4 萬 | 1.2% | −27,278−6.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 292,767 | $689.3 萬 | 1.1% | +99,149+51.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 32,934 | $659.0 萬 | 1.1% | −740−2.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 229,094 | $650.4 萬 | 1.1% | −8,647−3.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 25,096 | $637.4 萬 | 1.0% | −767−3.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 155,418 | $632.2 萬 | 1.0% | −3,283−2.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 26,321 | $627.3 萬 | 1.0% | −1,299−4.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,109 | $611.4 萬 | 1.0% | −257−1.5% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 208,130 | $603.8 萬 | 1.0% | −355−0.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 17,667 | $578.3 萬 | 0.9% | −4,391−19.9% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 67,082 | $513.5 萬 | 0.8% | +8,508+14.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 40,700 | $505.4 萬 | 0.8% | −964−2.3% | 減碼依 4 比 1 拆股換算 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 97,507 | $504.9 萬 | 0.8% | +366+0.4% | 加碼 | – |
| ProShares Tr74347B839 | MSCI EAFE DIVD | 109,687 | $469.9 萬 | 0.8% | +17,016+18.4% | 加碼 | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 62,725 | $459.2 萬 | 0.8% | −1,083−1.7% | 減碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 36,956 | $436.3 萬 | 0.7% | +8,051+27.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 16,434 | $413.5 萬 | 0.7% | −119−0.7% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 76,610 | $376.1 萬 | 0.6% | +76,610 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 25,498 | $350.7 萬 | 0.6% | −38−0.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 154,429 | $301.5 萬 | 0.5% | −22,984−13.0% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 58,569 | $296.2 萬 | 0.5% | +33,003+129.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 22,676 | $291.4 萬 | 0.5% | −2,536−10.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,869 | $289.7 萬 | 0.5% | +10.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,143 | $287.7 萬 | 0.5% | +463+6.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 10,359 | $285.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 33,068 | $284.9 萬 | 0.5% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 110,601 | $259.2 萬 | 0.4% | −36,119−24.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,121 | $256.2 萬 | 0.4% | +38+0.7% | 加碼 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 36,255 | $237.6 萬 | 0.4% | −212−0.6% | 減碼 | – |
| STBAS&T Bancorp Inc | COM | 48,205 | $236.6 萬 | 0.4% | −1,877−3.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 114,395 | $224.4 萬 | 0.4% | −22,146−16.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,250 | $223.2 萬 | 0.4% | +29+0.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 8,026 | $217.0 萬 | 0.4% | −75−0.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,324 | $210.0 萬 | 0.3% | −1,955−12.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 14,220 | $208.4 萬 | 0.3% | +17+0.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 17,849 | $208.2 萬 | 0.3% | −1,933−9.8% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,440 | $205.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 16,690 | $195.3 萬 | 0.3% | +1,652+11.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 28,563 | $193.0 萬 | 0.3% | −947−3.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 15,992 | $191.1 萬 | 0.3% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| ADPAutomatic Data Processing Inc | Stock | 8,481 | $189.9 萬 | 0.3% | −2,300−21.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,544 | $187.3 萬 | 0.3% | −23−0.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 79,698 | $183.5 萬 | 0.3% | −31,078−28.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,512 | $182.1 萬 | 0.3% | −150−2.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 81,108 | $177.8 萬 | 0.3% | −32,767−28.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,579 | $169.4 萬 | 0.3% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 18,615 | $168.9 萬 | 0.3% | −272−1.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 81,927 | $166.8 萬 | 0.3% | −23,405−22.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,207 | $164.8 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 17,587 | $164.0 萬 | 0.3% | +700+4.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 24,214 | $163.6 萬 | 0.3% | +8,913+58.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 4,353 | $162.7 萬 | 0.3% | +358+9.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,849 | $161.9 萬 | 0.3% | −150−3.8% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,641 | $159.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,880 | $158.9 萬 | 0.3% | +225+6.2% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 17,605 | $158.6 萬 | 0.3% | +1,018+6.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,213 | $158.3 萬 | 0.3% | +86+0.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 26,496 | $152.8 萬 | 0.3% | −81−0.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 71,944 | $151.0 萬 | 0.2% | −33,770−31.9% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 11,530 | $147.3 萬 | 0.2% | +2,746+31.3% | 加碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 13,098 | $146.8 萬 | 0.2% | −2,739−17.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 63,641 | $146.1 萬 | 0.2% | −782−1.2% | 減碼 | – |
| CVXChevron Corp | Stock | 8,792 | $145.7 萬 | 0.2% | −1,001−10.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,299 | $144.5 萬 | 0.2% | −6,750−35.4% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 5,653 | $144.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 11,328 | $137.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,710 | $137.6 萬 | 0.2% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 5,378 | $137.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 54,685 | $137.5 萬 | 0.2% | +5,282+10.7% | 加碼 | – |
| KOCoca Cola Co | Stock | 16,899 | $137.3 萬 | 0.2% | −4,920−22.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,358 | $137.0 萬 | 0.2% | −95−3.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,888 | $133.9 萬 | 0.2% | −37−0.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,075 | $126.3 萬 | 0.2% | +95+9.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 52,416 | $126.2 萬 | 0.2% | −7,942−13.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,159 | $125.0 萬 | 0.2% | −121−2.8% | 減碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 6,896 | $123.2 萬 | 0.2% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 8,106 | $122.8 萬 | 0.2% | +20+0.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,946 | $122.4 萬 | 0.2% | −26−0.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 15,726 | $119.0 萬 | 0.2% | +79+0.5% | 加碼 | – |
| MRBKMeridian Corp | COM | 59,366 | $118.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 23,577 | $118.8 萬 | 0.2% | +313+1.3% | 加碼 | – |
2026 年第 1 季之後清倉（112 檔）
2026 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 112 檔。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 7,557 | $62.5 萬 | 0.1% | – |
| PNWPinnacle West Capital Corp | COM | 4,900 | $49.4 萬 | 0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,194 | $40.0 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 1,282 | $29.0 萬 | 0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 2,753 | $24.8 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,537 | $22.0 萬 | <0.1% | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 2,427 | $15.7 萬 | <0.1% | – |
| NADNuveen Quality Municipal Income Fund | COM | 12,536 | $14.4 萬 | <0.1% | 歷史 |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 2,600 | $11.1 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 1,373 | $10.5 萬 | <0.1% | – |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 7,132 | $7.83 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 864 | $6.53 萬 | <0.1% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 644 | $5.90 萬 | <0.1% | – |
| Franklin Templeton ETF Tr35473P488 | US TREAS BD ETF | 2,620 | $5.35 萬 | <0.1% | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,068 | $5.28 萬 | <0.1% | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 1,927 | $5.26 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 993 | $5.22 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 2,111 | $5.06 萬 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 859 | $4.57 萬 | <0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 1,591 | $4.57 萬 | <0.1% | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 1,000 | $4.22 萬 | <0.1% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 1,540 | $4.05 萬 | <0.1% | – |
| PIMFranklin Master Intermediate Income Trust | SH BEN INT | 9,500 | $3.11 萬 | <0.1% | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 1,435 | $3.02 萬 | <0.1% | 歷史 |
| ABRArbor Realty Trust Inc | COM | 3,846 | $2.97 萬 | <0.1% | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 1,104 | $2.94 萬 | <0.1% | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 425 | $2.92 萬 | <0.1% | – |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 2,439 | $2.91 萬 | <0.1% | 歷史 |
| Tidal Tr IV88635A204 | PORTFOLIO BUILDI | 1,136 | $2.90 萬 | <0.1% | – |
| Tidal Tr IV88635A303 | PORTFOLIO BUILDI | 775 | $2.75 萬 | <0.1% | – |
| FSKFS KKR Capital Corp | COM | 2,620 | $2.67 萬 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 200 | $2.50 萬 | <0.1% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 448 | $2.30 萬 | <0.1% | – |
| GSBDGoldman Sachs BDC, Inc. | SHS | 2,469 | $2.19 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 143 | $2.19 萬 | <0.1% | 歷史 |
| Tidal Tr IV88635A105 | PORTFOLIO BUILDN | 716 | $1.97 萬 | <0.1% | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 257 | $1.72 萬 | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 181 | $1.72 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 204 | $1.62 萬 | <0.1% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 349 | $1.17 萬 | <0.1% | – |
| iShares Tr464288729 | GLOB INDSTRL ETF | 64 | $1.16 萬 | <0.1% | – |
| VTRVentas, Inc. | REIT | 138 | $1.13 萬 | <0.1% | 歷史 |
| HEIHeico Corp | COM | 40 | $1.10 萬 | <0.1% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 103 | $1.07 萬 | <0.1% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 178 | $7,531 | <0.1% | – |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 468 | $7,521 | <0.1% | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 194 | $7,110 | <0.1% | 歷史 |
| SBRASabra Health Care REIT, Inc. | REIT | 350 | $6,730 | <0.1% | 歷史 |
| BCSBarclays PLC | ADR | 311 | $6,581 | <0.1% | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 104 | $6,143 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 292 | $6,103 | <0.1% | – |
| FSSLFS Specialty Lending Fund | COM SH BEN INT | 484 | $6,055 | <0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 198 | $5,158 | <0.1% | 歷史 |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 158 | $5,096 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 245 | $5,000 | <0.1% | – |
| iShares Tr464287788 | U.S. FINLS ETF | 40 | $4,706 | <0.1% | – |
| UNMUnum Group | Stock | 64 | $4,674 | <0.1% | 歷史 |
| EPRTEssential Properties Realty Trust, Inc. | COM | 152 | $4,615 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 93 | $4,293 | <0.1% | – |
| CTRACoterra Energy Inc. | Stock | 120 | $4,217 | <0.1% | 歷史 |
| LFCRLifecore Biomedical, Inc. | COM | 1,120 | $4,166 | <0.1% | 歷史 |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 99 | $3,920 | <0.1% | – |
| PFLPIMCO Income Strategy Fund | COM | 488 | $3,904 | <0.1% | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 121 | $3,902 | <0.1% | 歷史 |
| PFNPIMCO Income Strategy Fund II | COM | 548 | $3,776 | <0.1% | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 312 | $3,713 | <0.1% | 歷史 |
| GIBCgi Inc | CL A | 50 | $3,644 | <0.1% | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 116 | $3,497 | <0.1% | – |
| PRGSProgress Software Corp | COM | 123 | $3,155 | <0.1% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 32 | $3,026 | <0.1% | – |
| PKGPackaging Corp of America | Stock | 14 | $2,971 | <0.1% | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 98 | $2,815 | <0.1% | – |
| MSMMSC Industrial Direct Co Inc | CL A | 29 | $2,676 | <0.1% | 歷史 |
| iShares Tr464288794 | US BR DEL SE ETF | 16 | $2,627 | <0.1% | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 196 | $2,472 | <0.1% | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 98 | $2,441 | <0.1% | – |
| LCIILci Industries | COM | 19 | $2,337 | <0.1% | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 64 | $2,306 | <0.1% | 歷史 |
| GAPGap Inc | COM | 94 | $2,275 | <0.1% | 歷史 |
| NFGNational Fuel Gas Co | Stock | 23 | $2,161 | <0.1% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 18 | $1,922 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 29 | $1,862 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 17 | $1,741 | <0.1% | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 80 | $1,671 | <0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 60 | $1,639 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 26 | $1,548 | <0.1% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 54 | $1,453 | <0.1% | – |
| FOLDAmicus Therapeutics, Inc. | COM | 100 | $1,446 | <0.1% | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 25 | $1,415 | <0.1% | – |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 108 | $1,415 | <0.1% | 歷史 |
| MCRMFS Charter Income Trust | SH BEN INT | 228 | $1,379 | <0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 150 | $1,268 | <0.1% | 歷史 |
| XPEVXpeng Inc. | ADS | 74 | $1,266 | <0.1% | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 38 | $1,186 | <0.1% | – |
| ICLRIcon PLC | COM | 10 | $1,107 | <0.1% | 歷史 |
| Franklin ETF Tr353506108 | SHRT DUR US GOVT | 12 | $1,089 | <0.1% | – |
| PSAPublic Storage | COM | 4 | $1,084 | <0.1% | 歷史 |
| BXPBXP, Inc. | COM | 20 | $1,038 | <0.1% | 歷史 |
| VVRInvesco Senior Income Trust | COM | 300 | $966 | <0.1% | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 89 | $956 | <0.1% | 歷史 |