Scarborough Advisors, LLC
- SEC CIK
- 0001815355
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30,2026/7/21 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 147
- 較 2026 年第 1 季 −614
- 總值
- $8.71 億
- 較 2026 年第 1 季 −$4,270 萬 (−4.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 ETF46138G649 | ETF | 202,750 | $6,023 萬 | 6.9% | −10,981−5.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,938,737 | $5,663 萬 | 6.5% | −420,494−17.8% | 減碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 1,202,547 | $5,203 萬 | 6.0% | +664,364+123.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 68,269 | $4,656 萬 | 5.3% | +31,005+83.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 520,803 | $4,534 萬 | 5.2% | +157,698+43.4% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 657,439 | $4,381 萬 | 5.0% | −7,849−1.2% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 694,175 | $3,681 萬 | 4.2% | −9,323−1.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 218,171 | $2,813 萬 | 3.2% | −46,530−17.6% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 531,057 | $2,599 萬 | 3.0% | −96,549−15.4% | 減碼 | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 872,596 | $2,484 萬 | 2.9% | +872,596 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 259,173 | $2,450 萬 | 2.8% | −1,919−0.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 390,184 | $2,391 萬 | 2.7% | −70,031−15.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 288,651 | $2,150 萬 | 2.5% | +288,432+131,704.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 146,547 | $1,978 萬 | 2.3% | −190.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 46,776 | $1,714 萬 | 2.0% | +15,449+49.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 171,563 | $1,681 萬 | 1.9% | +25,646+17.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 68,244 | $1,561 萬 | 1.8% | −23,295−25.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 186,037 | $1,536 萬 | 1.8% | −58,758−24.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 549,243 | $1,487 萬 | 1.7% | +32,803+6.4% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 44,839 | $1,456 萬 | 1.7% | −22,123−33.0% | 減碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 327,282 | $1,398 萬 | 1.6% | −163,117−33.3% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 261,189 | $1,322 萬 | 1.5% | −10,331−3.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 30,844 | $1,192 萬 | 1.4% | −427−1.4% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 150,748 | $1,185 萬 | 1.4% | −76,559−33.7% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 220,990 | $1,154 萬 | 1.3% | +96,851+78.0% | 加碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 172,055 | $1,098 萬 | 1.3% | +26,613+18.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 214,087 | $1,081 萬 | 1.2% | +55,610+35.1% | 加碼 | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 313,922 | $967.5 萬 | 1.1% | −29,703−8.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 121,721 | $930.8 萬 | 1.1% | +21,702+21.7% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 97,805 | $923.2 萬 | 1.1% | +8,797+9.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 250,343 | $901.7 萬 | 1.0% | −446−0.2% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 95,968 | $823.0 萬 | 0.9% | −180,305−65.3% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 132,843 | $764.5 萬 | 0.9% | −1,307−1.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 27,460 | $595.7 萬 | 0.7% | −102,279−78.8% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 214,975 | $559.4 萬 | 0.6% | −117,867−35.4% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 56,790 | $519.7 萬 | 0.6% | −7,826−12.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 30,679 | $487.3 萬 | 0.6% | +72+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,682 | $485.9 萬 | 0.6% | +53+0.2% | 加碼 | 歷史 |
| BlackRock ETF Trust II092528835 | ISHA GLO USD ETF | 85,033 | $425.7 萬 | 0.5% | +85,033 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 36,037 | $421.3 萬 | 0.5% | −95,978−72.7% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 79,064 | $403.1 萬 | 0.5% | −1,329−1.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 12,770 | $371.9 萬 | 0.4% | −2,719−17.6% | 減碼 | 歷史 |
| BlackRock ETF Trust II092528819 | ISHA SECU IN ETF | 63,913 | $318.0 萬 | 0.4% | −24,252−27.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,780 | $272.8 萬 | 0.3% | +244+6.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 11,399 | $271.9 萬 | 0.3% | −822−6.7% | 減碼 | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 119,526 | $271.7 萬 | 0.3% | −1,045−0.9% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 32,359 | $256.3 萬 | 0.3% | +4,412+15.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 31,363 | $238.5 萬 | 0.3% | −79,927−71.8% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 22,251 | $213.0 萬 | 0.2% | −157,578−87.6% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 78,324 | $212.2 萬 | 0.2% | −195,417−71.4% | 減碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 40,017 | $207.0 萬 | 0.2% | −227−0.6% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 19,310 | $192.4 萬 | 0.2% | −485−2.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,911 | $192.0 萬 | 0.2% | −17,524−78.1% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P488 | US TREAS BD ETF | 92,077 | $186.2 萬 | 0.2% | +64,920+239.1% | 加碼 | – |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 169,362 | $185.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Spinnaker ETF Series84858T772 | SELE STO EUR ETF | 45,072 | $185.4 萬 | 0.2% | −720−1.6% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18,389 | $185.0 萬 | 0.2% | −2,875−13.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 36,259 | $175.0 萬 | 0.2% | −224,164−86.1% | 減碼 | – |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 16,612 | $146.9 萬 | 0.2% | +7,200+76.5% | 加碼 | – |
| RTXRTX Corp | Stock | 7,625 | $140.0 萬 | 0.2% | −64−0.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 22,875 | $136.9 萬 | 0.2% | −1,856−7.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,843 | $135.1 萬 | 0.2% | +141+0.9% | 加碼依 6 比 1 拆股換算 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 7,125 | $134.7 萬 | 0.2% | +76+1.1% | 加碼 | – |
| Pacer FDS Tr69374H428 | ARIST HIGH ETF | 28,722 | $134.7 萬 | 0.2% | +166+0.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,656 | $131.5 萬 | 0.2% | −427−10.5% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 16,347 | $129.1 萬 | 0.1% | −7,060−30.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 36,034 | $125.6 萬 | 0.1% | +27+0.1% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 12,275 | $122.5 萬 | 0.1% | −492−3.9% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 23,517 | $118.3 萬 | 0.1% | −33,921−59.1% | 減碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 28,760 | $104.3 萬 | 0.1% | −879,110−96.8% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 56,263 | $101.0 萬 | 0.1% | −44,679−44.3% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 5,805 | $90.8 萬 | 0.1% | +4,558+365.5% | 加碼 | – |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 76,710 | $90.1 萬 | 0.1% | +2,930+4.0% | 加碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 19,952 | $83.7 萬 | 0.1% | −4,373−18.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,330 | $83.5 萬 | 0.1% | −241−9.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 723 | $82.0 萬 | 0.1% | −10−1.4% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 15,960 | $78.6 萬 | 0.1% | −293,688−94.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 5,116 | $76.5 萬 | 0.1% | −12,375−70.8% | 減碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 2,709 | $75.9 萬 | 0.1% | −1,572−36.7% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 16,486 | $75.1 萬 | 0.1% | +9,755+144.9% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 14,035 | $72.1 萬 | 0.1% | +14,035 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 1,884 | $72.0 萬 | 0.1% | −48−2.5% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,706 | $70.5 萬 | 0.1% | −636−10.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 11,406 | $68.2 萬 | 0.1% | +9,542+511.9% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 29,463 | $66.9 萬 | 0.1% | −296,757−91.0% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 13,386 | $66.4 萬 | 0.1% | −1,438−9.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 668 | $65.6 萬 | 0.1% | −67−9.1% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,610 | $64.0 萬 | 0.1% | −3−0.1% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 26,983 | $62.3 萬 | 0.1% | −3,975−12.8% | 減碼 | – |
| AB Active ETFs Inc00039J806 | CONSERVATIVE | 14,346 | $60.8 萬 | 0.1% | +6,095+73.9% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,736 | $58.2 萬 | 0.1% | −30−1.7% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,646 | $58.2 萬 | 0.1% | −543−4.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 3,813 | $58.1 萬 | 0.1% | −36,026−90.4% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,600 | $57.7 萬 | 0.1% | −157−4.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,400 | $56.9 萬 | 0.1% | −123−8.1% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 6,927 | $56.5 萬 | 0.1% | −1,174−14.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,749 | $56.2 萬 | 0.1% | −9,378−84.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,469 | $55.6 萬 | 0.1% | +3,448+337.7% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,268 | $53.9 萬 | 0.1% | +4,864+1,204.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,621 | $53.3 萬 | 0.1% | −55−3.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉(619 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 619 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 |
|---|---|---|---|---|---|
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 388,797 | $968.5 萬 | 1.1% | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 112,335 | $769.2 萬 | 0.8% | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 107,081 | $491.1 萬 | 0.5% | – |
| LMTLockheed Martin Corp | Stock | 6,621 | $400.2 萬 | 0.4% | 歷史 |
| DHRDanaher Corp | Stock | 8,257 | $156.6 萬 | 0.2% | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 24,994 | $111.5 萬 | 0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 1,612 | $56.7 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,767 | $35.2 萬 | <0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 420 | $24.0 萬 | <0.1% | 歷史 |
| FTVFortive Corp | Stock | 4,299 | $23.8 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 8,242 | $23.1 萬 | <0.1% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 684 | $21.8 萬 | <0.1% | – |
| USFDUS Foods Holding Corp. | COM | 2,124 | $19.6 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,464 | $19.2 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 423 | $18.3 萬 | <0.1% | 歷史 |
| BKHBlack Hills Corp | COM | 2,591 | $18.0 萬 | <0.1% | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 5,000 | $17.1 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 3,875 | $16.9 萬 | <0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,480 | $16.6 萬 | <0.1% | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 1,857 | $16.3 萬 | <0.1% | – |
| VZVerizon Communications Inc | Stock | 3,246 | $16.3 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 5,864 | $16.1 萬 | <0.1% | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 3,275 | $15.4 萬 | <0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 1,161 | $14.5 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,497 | $14.4 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 4,193 | $14.3 萬 | <0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 493 | $14.2 萬 | <0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 216 | $14.1 萬 | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,260 | $14.0 萬 | <0.1% | – |
| YUMYum Brands Inc | Stock | 886 | $13.8 萬 | <0.1% | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 3,661 | $13.5 萬 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 155 | $13.1 萬 | <0.1% | 歷史 |
| DTEDte Energy Co | COM | 885 | $12.9 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 263 | $12.9 萬 | <0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 5,128 | $12.9 萬 | <0.1% | – |
| CLColgate Palmolive Co | Stock | 1,482 | $12.6 萬 | <0.1% | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 5,430 | $12.5 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 1,199 | $12.3 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 1,426 | $12.3 萬 | <0.1% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,195 | $11.6 萬 | <0.1% | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 3,490 | $11.0 萬 | <0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 852 | $10.9 萬 | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 1,793 | $10.9 萬 | <0.1% | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 885 | $10.7 萬 | <0.1% | – |
| MCDMcDonalds Corp | Stock | 344 | $10.7 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 3,775 | $10.6 萬 | <0.1% | – |
| MSMorgan Stanley | Stock | 630 | $10.4 萬 | <0.1% | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 879 | $10.3 萬 | <0.1% | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 850 | $10.3 萬 | <0.1% | – |
| AUBAtlantic Union Bankshares Corp | COM | 2,852 | $10.2 萬 | <0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 627 | $10.1 萬 | <0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 812 | $9.77 萬 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 1,474 | $9.73 萬 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,228 | $9.53 萬 | <0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 262 | $9.37 萬 | <0.1% | 歷史 |
| WDFCWD 40 Co | COM | 450 | $9.18 萬 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 972 | $9.03 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 2,692 | $9.03 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 608 | $8.83 萬 | <0.1% | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 1,815 | $8.63 萬 | <0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,115 | $8.37 萬 | <0.1% | – |
| AEEAmeren Corp | COM | 750 | $8.24 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 2,813 | $8.08 萬 | <0.1% | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 3,602 | $8.04 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 744 | $8.01 萬 | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 621 | $7.72 萬 | <0.1% | – |
| ADXAdams Diversified Equity Fund, Inc. | COM | 3,500 | $7.66 萬 | <0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,439 | $7.48 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 2,105 | $7.11 萬 | <0.1% | – |
| MELIMercadolibre Inc | COM | 40 | $6.92 萬 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 1,127 | $6.89 萬 | <0.1% | 歷史 |
| WMWaste Management Inc | Stock | 299 | $6.86 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 251 | $6.79 萬 | <0.1% | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,442 | $6.56 萬 | <0.1% | – |
| CWENClearway Energy, Inc. | CL C | 1,661 | $6.53 萬 | <0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,624 | $6.50 萬 | <0.1% | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 675 | $6.46 萬 | <0.1% | – |
| YUMCYum China Holdings, Inc. | COM | 1,299 | $6.33 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 407 | $6.33 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 530 | $6.29 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 288 | $6.15 萬 | <0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 3,181 | $6.14 萬 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 1,351 | $6.10 萬 | <0.1% | – |
| NFLXNetflix Inc | Stock | 630 | $6.06 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 247 | $5.84 萬 | <0.1% | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 1,286 | $5.79 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,105 | $5.75 萬 | <0.1% | 歷史 |
| VNTVontier Corp | Stock | 1,620 | $5.75 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 1,811 | $5.73 萬 | <0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,160 | $5.73 萬 | <0.1% | – |
| PMPhilip Morris International Inc. | Stock | 346 | $5.72 萬 | <0.1% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 200 | $5.68 萬 | <0.1% | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 1,226 | $5.67 萬 | <0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 424 | $5.64 萬 | <0.1% | – |
| RALRalliant Corp | Stock | 1,350 | $5.61 萬 | <0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 211 | $5.61 萬 | <0.1% | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 416 | $5.60 萬 | <0.1% | 歷史 |
| KOCoca Cola Co | Stock | 733 | $5.58 萬 | <0.1% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 202 | $5.55 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 560 | $5.51 萬 | <0.1% | 歷史 |