Lloyd Advisory Services, LLC.
- SEC CIK
- 0001802474
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31,2026/5/13 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 860
- 較 2025 年第 4 季 +297
- 總值
- $3.49 億
- 較 2025 年第 4 季 +$9,164 萬 (+35.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capitol Ser Tr14064D444 | STERLING CAP ENH | 2,294,515 | $5,756 萬 | 16.5% | +2,235,314+3,775.8% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 168,261 | $4,187 萬 | 12.0% | +163,127+3,177.4% | 加碼 | – |
| Sterling Cap FDS85917K470 | NATIONAL MUNI BD | 1,278,316 | $3,178 萬 | 9.1% | +1,278,316 | 新進 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 291,555 | $2,702 萬 | 7.7% | +282,961+3,292.5% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 201,774 | $1,500 萬 | 4.3% | +194,173+2,554.6% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 98,615 | $1,437 萬 | 4.1% | +95,691+3,272.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 117,702 | $1,311 萬 | 3.8% | +112,759+2,281.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 160,144 | $1,117 萬 | 3.2% | +130,099+433.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,971 | $894.6 萬 | 2.6% | +4,698+45.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 74,375 | $745.0 萬 | 2.1% | +72,248+3,396.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 26,391 | $460.3 萬 | 1.3% | +22,863+648.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 19,114 | $411.1 萬 | 1.2% | +18,974+13,552.9% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 37,560 | $398.2 萬 | 1.1% | +37,560 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 29,815 | $382.0 萬 | 1.1% | +29,108+4,117.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 9,023 | $279.3 萬 | 0.8% | +8,726+2,938.0% | 加碼 | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 154,836 | $264.8 萬 | 0.8% | +154,836 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,393 | $249.9 萬 | 0.7% | +7,393 | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,783 | $216.3 萬 | 0.6% | +13,661+11,197.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 19,944 | $211.7 萬 | 0.6% | +19,810+14,783.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,448 | $189.7 萬 | 0.5% | +5,960+1,221.3% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 70,060 | $186.4 萬 | 0.5% | +68,965+6,298.2% | 加碼 | – |
| RTXRTX Corp | Stock | 8,368 | $161.4 萬 | 0.5% | +8,368 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,152 | $155.3 萬 | 0.4% | +7,397+421.5% | 加碼 | 歷史 |
| Sterling Cap FDS85917K454 | CAP HEDGED EQT P | 62,288 | $146.8 萬 | 0.4% | +62,288 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,475 | $142.9 萬 | 0.4% | +2,250+1,000.0% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 16,698 | $139.5 萬 | 0.4% | +2,689+19.2% | 加碼 | – |
| GEGeneral Electric Co | Stock | 4,712 | $133.7 萬 | 0.4% | +4,712 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 15,889 | $121.6 萬 | 0.3% | −304,508−95.0% | 減碼 | – |
| Abrdn FDS00384X301 | EMER MKTS DI ETF | 29,702 | $120.5 萬 | 0.3% | +6,746+29.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,581 | $118.5 萬 | 0.3% | +10,362+198.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,606 | $116.9 萬 | 0.3% | +2,263+96.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,437 | $116.2 萬 | 0.3% | +5,146+1,768.4% | 加碼 | 歷史 |
| Sterling Cap FDS85917K462 | CAPITAL MULTI | 45,001 | $112.5 萬 | 0.3% | +45,001 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 3,566 | $102.5 萬 | 0.3% | +2,822+379.3% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 2,638 | $101.1 萬 | 0.3% | +2,638 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,129 | $100.6 萬 | 0.3% | +10,129 | 新進 | – |
| CMECME Group Inc. | COM | 3,361 | $99.3 萬 | 0.3% | +2,881+600.2% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 29,115 | $98.4 萬 | 0.3% | −573,736−95.2% | 減碼 | – |
| WTRGEssential Utilities, Inc. | COM | 23,137 | $93.2 萬 | 0.3% | +23,137 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,508 | $91.3 萬 | 0.3% | +3,348+2,092.5% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 23,377 | $89.9 萬 | 0.3% | −484,032−95.4% | 減碼 | – |
| RRyder System Inc | COM | 4,177 | $85.5 萬 | 0.2% | +4,177 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 2,500 | $84.5 萬 | 0.2% | +2,500 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,354 | $82.0 萬 | 0.2% | +2,390+247.9% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 38,261 | $80.7 萬 | 0.2% | −653,155−94.5% | 減碼 | – |
| ATROAstronics Corp | COM | 11,756 | $78.4 萬 | 0.2% | +11,756 | 新進 | 歷史 |
| Aim ETF Products Trust00888H687 | ALLIANZIM US EQT | 24,228 | $76.5 萬 | 0.2% | −474,972−95.1% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 6,513 | $73.7 萬 | 0.2% | +6,513 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,355 | $72.8 萬 | 0.2% | +11,349+189,150.0% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 5,333 | $70.5 萬 | 0.2% | +3,708+228.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,380 | $69.9 萬 | 0.2% | +2,112+166.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,997 | $69.8 萬 | 0.2% | +5,325+145.0% | 加碼 | 歷史 |
| IDAIdacorp Inc | COM | 4,798 | $68.6 萬 | 0.2% | +4,798 | 新進 | 歷史 |
| NINisource Inc. | COM | 14,594 | $68.1 萬 | 0.2% | +14,573+69,395.2% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 13,769 | $67.5 萬 | 0.2% | +13,757+114,641.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,063 | $66.6 萬 | 0.2% | +1,929+170.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,085 | $65.6 萬 | 0.2% | +1,084+108,400.0% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 4,159 | $65.4 萬 | 0.2% | +4,159 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 2,951 | $64.6 萬 | 0.2% | +2,910+7,097.6% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 3,575 | $64.4 萬 | 0.2% | +3,575 | 新進 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 1,561 | $63.6 萬 | 0.2% | +1,561 | 新進 | 歷史 |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 16,371 | $63.5 萬 | 0.2% | −278,722−94.5% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 5,974 | $63.2 萬 | 0.2% | +5,810+3,542.7% | 加碼 | 歷史 |
| CNACna Financial Corp | COM | 13,536 | $62.2 萬 | 0.2% | +13,012+2,483.2% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 5,321 | $61.6 萬 | 0.2% | +4,671+718.6% | 加碼 | 歷史 |
| REGRegency Centers Corp | COM | 8,114 | $61.4 萬 | 0.2% | +8,114 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 4,487 | $58.8 萬 | 0.2% | +4,482+89,640.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,590 | $58.5 萬 | 0.2% | +2,590 | 新進 | 歷史 |
| ALLEAllegion plc | ORD SHS | 3,994 | $58.0 萬 | 0.2% | +3,994 | 新進 | 歷史 |
| Aim ETF Products Trust00888H521 | ALLIANZIM US EQU | 21,630 | $57.5 萬 | 0.2% | −345,107−94.1% | 減碼 | – |
| AFLAflac Inc | Stock | 5,218 | $57.3 萬 | 0.2% | +5,218 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,899 | $57.0 萬 | 0.2% | +2,987+327.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 646 | $56.4 萬 | 0.2% | +646 | 新進 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 5,844 | $56.4 萬 | 0.2% | +5,594+2,237.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,435 | $53.1 萬 | 0.2% | +412+40.3% | 加碼 | 歷史 |
| CRSCarpenter Technology Corp | COM | 1,314 | $51.8 萬 | 0.1% | +1,314 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,370 | $50.0 萬 | 0.1% | −2,788−54.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,592 | $47.7 萬 | 0.1% | +3,592 | 新進 | – |
| WMWaste Management Inc | Stock | 2,063 | $47.4 萬 | 0.1% | +2,048+13,653.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,274 | $47.4 萬 | 0.1% | +503+28.4% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,989 | $46.1 萬 | 0.1% | +7,459+294.8% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 1,164 | $45.6 萬 | 0.1% | +872+298.6% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 1,672 | $45.2 萬 | 0.1% | +1,672 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,927 | $44.4 萬 | 0.1% | −4,970−55.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,130 | $41.8 萬 | 0.1% | +2,015+1,752.2% | 加碼 | – |
| ROADConstruction Partners, Inc. | COM CL A | 3,522 | $39.1 萬 | 0.1% | +3,522 | 新進 | 歷史 |
| Elevation Series Trust210322798 | TRUE ST SEPT ETF | 9,572 | $38.9 萬 | 0.1% | −185,900−95.1% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,368 | $38.4 萬 | 0.1% | +4,368 | 新進 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 6,516 | $37.9 萬 | 0.1% | −12,943−66.5% | 減碼 | – |
| Elevation Series Trust210322608 | TRUE SE BUFF ETF | 14,905 | $37.3 萬 | 0.1% | −295,958−95.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,380 | $37.3 萬 | 0.1% | +3,375+67,500.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 987 | $36.7 萬 | 0.1% | +580+142.5% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 10,878 | $35.0 萬 | 0.1% | +10,878 | 新進 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,062 | $34.9 萬 | 0.1% | +1,062 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 411 | $34.8 萬 | 0.1% | +411 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,773 | $34.4 萬 | 0.1% | +4,302+292.5% | 加碼 | – |
| EVRGEvergy, Inc. | Stock | 4,184 | $34.3 萬 | 0.1% | +4,184 | 新進 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 13,029 | $34.3 萬 | 0.1% | −4,523−25.8% | 減碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,347 | $34.2 萬 | 0.1% | +1,347 | 新進 | – |
| CNPCenterpoint Energy Inc | COM | 7,914 | $34.2 萬 | 0.1% | +7,476+1,706.8% | 加碼 | 歷史 |
2025 年第 4 季之後清倉(218 檔)
2025 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 218 檔。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 14,378 | $190.3 萬 | 0.7% | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 11,865 | $138.1 萬 | 0.5% | – |
| iShares S&P 100 ETF464287101 | ETF | 2,475 | $84.9 萬 | 0.3% | – |
| iShares Tr46436E338 | 20+ YEAR TR BD | 22,537 | $51.1 萬 | 0.2% | – |
| iShares Tr46436E288 | INVT GRD CORP BD | 19,946 | $49.0 萬 | 0.2% | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 20,228 | $48.0 萬 | 0.2% | – |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 12,952 | $34.7 萬 | 0.1% | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 16,233 | $33.6 萬 | 0.1% | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 8,622 | $30.5 萬 | 0.1% | – |
| Aim ETF Products Trust00888H208 | ALLIANZIM US EQT | 7,807 | $27.2 萬 | 0.1% | – |
| GIBCgi Inc | CL A | 2,841 | $26.2 萬 | 0.1% | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 14,112 | $24.8 萬 | 0.1% | – |
| Aim ETF Products Trust00888H471 | ALLI 6 BU10 ETF | 8,889 | $24.4 萬 | 0.1% | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,058 | $23.7 萬 | 0.1% | 歷史 |
| Simplify Exchange Traded Fun82889N335 | BARRIER INCOME | 8,971 | $23.5 萬 | 0.1% | – |
| Simplify Exchange Traded Fun82889N632 | ENHANCED INM ETF | 10,460 | $23.3 萬 | 0.1% | – |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 8,492 | $23.1 萬 | 0.1% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,062 | $22.2 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 4,471 | $22.0 萬 | 0.1% | 歷史 |
| Aim ETF Products Trust00888H737 | ALLIA US JUN ETF | 6,054 | $20.2 萬 | 0.1% | – |
| SNYSanofi | SPONSORED ADR | 3,857 | $18.7 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45784N882 | EQUITY DEFINED P | 6,977 | $18.3 萬 | 0.1% | – |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 6,849 | $18.3 萬 | 0.1% | – |
| WLKWestlake Corp | COM | 2,445 | $18.1 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 1,836 | $17.4 萬 | 0.1% | – |
| FEFirstenergy Corp | COM | 3,592 | $16.1 萬 | 0.1% | 歷史 |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 4,711 | $15.3 萬 | 0.1% | – |
| iShares Tr464289859 | CORE 80 20 ETF | 1,700 | $15.2 萬 | 0.1% | – |
| Aim ETF Products Trust00888H661 | ALLIANZIM US EQT | 4,644 | $14.7 萬 | 0.1% | – |
| TRPTC Energy Corp | COM | 2,654 | $14.6 萬 | 0.1% | 歷史 |
| FISVFiserv Inc | Stock | 2,130 | $14.3 萬 | 0.1% | 歷史 |
| AMCRAmcor plc | ORD | 16,414 | $13.7 萬 | 0.1% | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 743 | $12.5 萬 | <0.1% | – |
| Simplify Exchange Traded Fun82889N459 | GAMMA EMERGING | 4,593 | $12.2 萬 | <0.1% | – |
| Aim ETF Products Trust00888H463 | ALL B20 ALL ETF | 4,445 | $12.2 萬 | <0.1% | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 483 | $12.1 萬 | <0.1% | – |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 6,053 | $11.4 萬 | <0.1% | 歷史 |
| PPLPPL Corp | COM | 3,241 | $11.4 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 3,702 | $11.0 萬 | <0.1% | – |
| EFXEquifax Inc | COM | 438 | $9.51 萬 | <0.1% | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 667 | $9.30 萬 | <0.1% | – |
| PIMCO ETF Tr72201R593 | COMMODITY STRAT | 3,298 | $9.10 萬 | <0.1% | – |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 1,725 | $8.88 萬 | <0.1% | – |
| ETHAiShares Ethereum Trust ETF | SHS | 3,920 | $8.79 萬 | <0.1% | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 843 | $8.77 萬 | <0.1% | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 1,717 | $8.63 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 1,396 | $8.53 萬 | <0.1% | – |
| HBANHuntington Bancshares Inc | COM | 4,394 | $7.62 萬 | <0.1% | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 228 | $6.42 萬 | <0.1% | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,631 | $5.70 萬 | <0.1% | 歷史 |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 1,104 | $5.55 萬 | <0.1% | – |
| CDECoeur Mining, Inc. | COM NEW | 3,098 | $5.52 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 453 | $5.26 萬 | <0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 404 | $4.83 萬 | <0.1% | – |
| IDXXIDEXX Laboratories Inc | COM | 71 | $4.80 萬 | <0.1% | 歷史 |
| MLKNMillerknoll, Inc. | COM | 2,519 | $4.60 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 1,153 | $4.51 萬 | <0.1% | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 1,060 | $4.44 萬 | <0.1% | – |
| GLWCorning Inc | COM | 505 | $4.42 萬 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 195 | $4.40 萬 | <0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 1,816 | $4.30 萬 | <0.1% | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 1,139 | $4.20 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 1,003 | $4.14 萬 | <0.1% | – |
| AMPAmeriprise Financial Inc | COM | 83 | $4.06 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 622 | $3.93 萬 | <0.1% | – |
| NSCNorfolk Southern Corp | Stock | 133 | $3.85 萬 | <0.1% | 歷史 |
| STESTERIS plc | SHS USD | 150 | $3.80 萬 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H455 | ALLIANZIM BUF 15 | 1,298 | $3.65 萬 | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 522 | $3.63 萬 | <0.1% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 241 | $3.30 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 796 | $3.29 萬 | <0.1% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 510 | $3.28 萬 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 447 | $3.10 萬 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 205 | $3.08 萬 | <0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 35 | $3.08 萬 | <0.1% | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 772 | $2.98 萬 | <0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 378 | $2.85 萬 | <0.1% | – |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 4,948 | $2.83 萬 | <0.1% | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 3,260 | $2.80 萬 | <0.1% | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 379 | $2.72 萬 | <0.1% | – |
| IFFInternational Flavors & Fragrances Inc | COM | 400 | $2.70 萬 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 83 | $2.69 萬 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H620 | ALLIANZIM US EQT | 877 | $2.49 萬 | <0.1% | – |
| QSRRestaurant Brands International Inc. | COM | 364 | $2.48 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 625 | $2.48 萬 | <0.1% | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 258 | $2.36 萬 | <0.1% | – |
| TPRTapestry, Inc. | COM | 183 | $2.33 萬 | <0.1% | 歷史 |
| JBLJabil Inc | Stock | 100 | $2.28 萬 | <0.1% | 歷史 |
| TLSTelos Corp | COM | 4,428 | $2.26 萬 | <0.1% | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 216 | $2.21 萬 | <0.1% | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 2,014 | $2.21 萬 | <0.1% | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 546 | $2.15 萬 | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 138 | $2.13 萬 | <0.1% | – |
| VEEVVeeva Systems Inc | Stock | 92 | $2.05 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 18 | $1.90 萬 | <0.1% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 210 | $1.83 萬 | <0.1% | 歷史 |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 359 | $1.75 萬 | <0.1% | – |
| FETForum Energy Technologies, Inc. | COM | 464 | $1.71 萬 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H844 | US LRG CAP BUF20 | 506 | $1.71 萬 | <0.1% | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 91 | $1.69 萬 | <0.1% | 歷史 |