Accel Wealth Management
- SEC CIK
- 0001838226
- 最新申報
- 2026/7/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 170
- 較 2023 年第 1 季 −1,086
- 總值
- $1.82 億
- 較 2023 年第 1 季 −$6,293 萬 (−25.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 222,823 | $1,065 萬 | 5.9% | +18,809+9.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 155,708 | $802.4 萬 | 4.4% | +597+0.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 123,209 | $558.1 萬 | 3.1% | +2,112+1.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,035 | $543.8 萬 | 3.0% | +3,322+13.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 45,126 | $478.6 萬 | 2.6% | +421+0.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,931 | $439.5 萬 | 2.4% | +13,452+77.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 30,278 | $419.0 萬 | 2.3% | +5,043+20.0% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 110,020 | $363.5 萬 | 2.0% | +103,612+1,616.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,506 | $341.6 萬 | 1.9% | +11,781+316.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 25,895 | $337.6 萬 | 1.9% | +685+2.7% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 28,885 | $326.1 萬 | 1.8% | +48+0.2% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 175,815 | $312.1 萬 | 1.7% | +10,912+6.6% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 52,278 | $307.4 萬 | 1.7% | +51,349+5,527.3% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 212,541 | $297.6 萬 | 1.6% | +21,268+11.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,947 | $293.6 萬 | 1.6% | +399+5.3% | 加碼 | – |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 128,250 | $291.8 萬 | 1.6% | +3,569+2.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 16,199 | $288.8 萬 | 1.6% | +176+1.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 6,750 | $273.5 萬 | 1.5% | +823+13.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 90,073 | $250.1 萬 | 1.4% | −731−0.8% | 減碼 | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 105,580 | $249.4 萬 | 1.4% | +4,861+4.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 161,952 | $232.4 萬 | 1.3% | +818+0.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 51,658 | $207.1 萬 | 1.1% | +1,162+2.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 10,838 | $200.7 萬 | 1.1% | +166+1.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,605 | $198.8 萬 | 1.1% | −669−3.9% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 39,506 | $186.1 萬 | 1.0% | −62−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,139 | $175.0 萬 | 1.0% | +200+4.0% | 加碼 | 歷史 |
| GABGabelli Equity Trust Inc | COM | 299,900 | $173.9 萬 | 1.0% | +27,591+10.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,848 | $171.5 萬 | 0.9% | +3,557+1,222.3% | 加碼 | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 83,894 | $170.6 萬 | 0.9% | +1,186+1.4% | 加碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 35,939 | $168.6 萬 | 0.9% | +3,322+10.2% | 加碼 | – |
| KMIKinder Morgan, Inc. | Stock | 97,728 | $168.3 萬 | 0.9% | +4,515+4.8% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 119,061 | $164.3 萬 | 0.9% | +6,876+6.1% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 8,309 | $161.6 萬 | 0.9% | +579+7.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,500 | $154.3 萬 | 0.8% | +355+3.9% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 79,310 | $153.8 萬 | 0.8% | +7,574+10.6% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,257 | $153.2 萬 | 0.8% | +38+0.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 6,584 | $151.3 萬 | 0.8% | +66+1.0% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 47,766 | $147.7 萬 | 0.8% | −3,147−6.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,582 | $145.8 萬 | 0.8% | +30,143+2,094.7% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 15,923 | $140.5 萬 | 0.8% | +5,923+59.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,311 | $140.1 萬 | 0.8% | +562+20.4% | 加碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 39,293 | $133.9 萬 | 0.7% | −2,331−5.6% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 30,804 | $129.0 萬 | 0.7% | −5,220−14.5% | 減碼 | – |
| Vanguard World FD921910709 | EXTENDED DUR | 14,612 | $127.2 萬 | 0.7% | +13,422+1,127.9% | 加碼 | – |
| BXBlackstone Inc. | COM | 12,632 | $117.4 萬 | 0.6% | −235−1.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,828 | $113.9 萬 | 0.6% | +124+1.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,740 | $111.6 萬 | 0.6% | +1,072+64.3% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 9,554 | $111.5 萬 | 0.6% | +5,004+110.0% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 7,831 | $111.3 萬 | 0.6% | −503−6.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 9,978 | $107.4 萬 | 0.6% | +1,102+12.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 93,137 | $105.9 萬 | 0.6% | −7,587−7.5% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 15,758 | $103.1 萬 | 0.6% | −405−2.5% | 減碼 | – |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 149,810 | $101.3 萬 | 0.6% | +1,162+0.8% | 加碼 | 歷史 |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 19,511 | $100.2 萬 | 0.6% | +1,929+11.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,183 | $99.7 萬 | 0.5% | +5,393+112.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 53,987 | $97.4 萬 | 0.5% | +7,254+15.5% | 加碼 | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 30,072 | $95.9 萬 | 0.5% | −54,828−64.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,224 | $95.3 萬 | 0.5% | −424−2.4% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 58,310 | $93.1 萬 | 0.5% | −133−0.2% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,967 | $90.8 萬 | 0.5% | +1,917+47.3% | 加碼依 2 比 1 拆股換算 | – |
| DVNDevon Energy Corp | Stock | 18,623 | $90.0 萬 | 0.5% | +387+2.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A771 | ST STR SP CAPMKT | 10,291 | $87.4 萬 | 0.5% | +262+2.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 4,116 | $84.7 萬 | 0.5% | +1,598+63.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 10,471 | $83.3 萬 | 0.5% | +872+9.1% | 加碼 | – |
| STWDStarwood Property Trust, Inc. | COM | 40,974 | $79.5 萬 | 0.4% | +866+2.2% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 34,895 | $79.5 萬 | 0.4% | −11,882−25.4% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 22,572 | $76.8 萬 | 0.4% | +177+0.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,161 | $73.7 萬 | 0.4% | +1,009+87.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,665 | $73.4 萬 | 0.4% | +1,479+46.4% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 4,829 | $71.1 萬 | 0.4% | −263−5.2% | 減碼 | – |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 65,236 | $69.4 萬 | 0.4% | +13,541+26.2% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 20,572 | $69.3 萬 | 0.4% | +245+1.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,008 | $66.3 萬 | 0.4% | +157+4.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,457 | $64.5 萬 | 0.4% | +759+6.5% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 5,503 | $61.6 萬 | 0.3% | −173−3.0% | 減碼 | 歷史 |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 25,275 | $61.3 萬 | 0.3% | +500+2.0% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 17,794 | $57.9 萬 | 0.3% | +17,794 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 18,361 | $57.7 萬 | 0.3% | −500−2.7% | 減碼 | – |
| BACBank of America Corp | Stock | 20,058 | $57.5 萬 | 0.3% | +85+0.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,906 | $56.6 萬 | 0.3% | −8−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,120 | $55.5 萬 | 0.3% | +114+2.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,660 | $55.2 萬 | 0.3% | −60−2.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,950 | $55.2 萬 | 0.3% | −59−2.9% | 減碼 | – |
| Nuveen PFD & Incm Securties67072C105 | COM | 86,203 | $55.0 萬 | 0.3% | −742−0.9% | 減碼 | – |
| RTXRTX Corp | Stock | 5,496 | $53.8 萬 | 0.3% | +137+2.6% | 加碼 | 歷史 |
| Global X FDS37954Y459 | RUSSELL 2000 | 29,201 | $52.8 萬 | 0.3% | +1,295+4.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 10,461 | $52.8 萬 | 0.3% | +5,301+102.7% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 20,407 | $52.7 萬 | 0.3% | +19,115+1,479.5% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 1,558 | $51.8 萬 | 0.3% | +17+1.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,263 | $51.6 萬 | 0.3% | +262+6.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,286 | $50.3 萬 | 0.3% | 00.0% | 不變 | – |
| ADMArcher-Daniels-Midland Co | Stock | 6,641 | $50.2 萬 | 0.3% | +12+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 5,651 | $49.8 萬 | 0.3% | −2,657−32.0% | 減碼 | – |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 18,436 | $48.0 萬 | 0.3% | +2,360+14.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,399 | $47.2 萬 | 0.3% | +308+7.5% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 7,722 | $47.1 萬 | 0.3% | −755−8.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 532 | $46.1 萬 | 0.3% | +128+31.7% | 加碼 | 歷史 |
| iShares Tr464287812 | US CONSM STAPLES | 2,267 | $45.4 萬 | 0.2% | −95−4.0% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 3,771 | $44.9 萬 | 0.2% | −41−1.1% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 16,158 | $43.9 萬 | 0.2% | +15,374+1,961.0% | 加碼 | – |
2023 年第 1 季之後清倉（1,095 檔）
2023 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 1,095 檔。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Barclays Bank PLC Note M/W Conv CLBL Index LNKD06749NQC9 | NOTE M/W CONV CLBL INDEX LNKD | – | $334.8 萬 | 1.4% | – |
| JPMorgan Chase Finl Co LLC Note Index LNKD48133TSB2 | NOTE INDEX LNKD | – | $245.2 萬 | 1.0% | – |
| United States Treas NTS912828ZU7 | NOTE | – | $223.0 萬 | 0.9% | – |
| Barclays Bank PLC Note Conv Index LNKD06748XP88 | NOTE CONV INDEX LNKD | – | $217.3 萬 | 0.9% | – |
| US Treasu NT912828S35 | tn | – | $208.3 萬 | 0.9% | – |
| Toronto Dominion Bank Iam Coml Note Index LNKD89114YTQ4 | NOTE INDEX LNKD | – | $203.0 萬 | 0.8% | – |
| United States Treasury Notes Note91282CDA6 | NOTE | – | $196.9 萬 | 0.8% | – |
| Toronto Dominion Bank Iam Coml Note Index LNKD89114Y6W6 | NOTE INDEX LNKD | – | $192.9 萬 | 0.8% | – |
| Barclays Bank PLC Note M/W Conv CLBL Index LNKD06748XZB0 | NOTE M/W CONV CLBL INDEX LNKD | – | $175.3 萬 | 0.7% | – |
| United States Treasury Notes Note91282CCU3 | NOTE | – | $163.9 萬 | 0.7% | – |
| Barclays Bank PLC Note M/W Conv CLBL Index LNKD06749NA28 | NOTE M/W CONV CLBL INDEX LNKD | – | $158.9 萬 | 0.6% | – |
| United States Treasury Notes Note91282CCN9 | NOTE | – | $155.8 萬 | 0.6% | – |
| Citigrp Global MKTS Hldgs Inc Note M/W CLBL Index LNKD17330YXV7 | NOTE M/W CLBL INDEX LNKD | – | $150.3 萬 | 0.6% | – |
| JPMorgan Chase Finl Co LLC Note Index LNKD48133P5L3 | NOTE INDEX LNKD | – | $148.9 萬 | 0.6% | – |
| Barclays Bank PLC Note Conv Index LNKD06748XM65 | NOTE CONV INDEX LNKD | – | $143.5 萬 | 0.6% | – |
| Credit Suisse AG London Branch Note Index LNKD22553Q3P0 | NOTE INDEX LNKD | – | $124.2 萬 | 0.5% | – |
| US Treasury91282CAW1 | COM | – | $115.6 萬 | 0.5% | – |
| US Treasury91282CCD1 | FIXED | – | $109.2 萬 | 0.4% | – |
| JPMorgan Chase Finl Co LLC Note Index LNKD48133FUM5 | NOTE INDEX LNKD | – | $107.8 萬 | 0.4% | – |
| United States Treasury Notes Note9128285U0 | NOTE | – | $102.4 萬 | 0.4% | – |
| Morgan Stanley Finance LLC. Note M/W CLBL Index LNKD61774TPW6 | NOTE M/W CLBL INDEX LNKD | – | $95.4 萬 | 0.4% | – |
| United States Treasury Notes Note91282CDM0 | NOTE | – | $91.6 萬 | 0.4% | – |
| US Treasury Wi912828V80 | COM | – | $86.5 萬 | 0.4% | – |
| Morgan Stanley Finance LLC. Note Index LNKD61774HPY8 | NOTE INDEX LNKD | – | $82.6 萬 | 0.3% | – |
| Barclays Bank PLC Note Conv Index LNKD06748XM73 | NOTE CONV INDEX LNKD | – | $73.3 萬 | 0.3% | – |
| US Treasury91282CAK7 | FIXED | – | $72.5 萬 | 0.3% | – |
| JPMorgan Chase Finl Co LLC Note Index LNKD48133THE8 | NOTE INDEX LNKD | – | $69.0 萬 | 0.3% | – |
| Morgan Stanley Finance LLC. Note Index LNKD61774D2K2 | NOTE INDEX LNKD | – | $66.4 萬 | 0.3% | – |
| Keybank National Association CD49306SH82 | CD | – | $64.2 萬 | 0.3% | – |
| United States Treasury Notes Note912828ZH6 | NOTE | – | $60.9 萬 | 0.2% | – |
| United States Treasury Notes Note912828T26 | NOTE | – | $51.0 萬 | 0.2% | – |
| Goldman Sachs BK USA New York CD M/W Mthly CLBL38150VFS3 | CD M/W MTHLY CLBL | – | $50.9 萬 | 0.2% | – |
| JPMorgan Chase Bank NA CD M/W CLBL46593LV22 | CD M/W CLBL | – | $50.0 萬 | 0.2% | – |
| United States Treasury Notes Note9128286G0 | NOTE | – | $49.4 萬 | 0.2% | – |
| JPMorgan Chase Bank NA CD M/W Qtrly CLBL46593LGD5 | CD M/W QTRLY CLBL | – | $49.3 萬 | 0.2% | – |
| Royal Business BK CD78011KBD9 | CD | – | $49.3 萬 | 0.2% | – |
| Charles Schwab Bank SSB CD15987UAW8 | CD | – | $49.1 萬 | 0.2% | – |
| United States Treasury Notes Note91282CDV0 | NOTE | – | $48.4 萬 | 0.2% | – |
| First Fed SVGS BK Fla CD32022WCG9 | CD | – | $47.8 萬 | 0.2% | – |
| Stellar Bank CD Mthly85855TAB9 | CD MTHLY | – | $43.2 萬 | 0.2% | – |
| Morgan Stanley Finance LLC. Note M/W CLBL Index LNKD61774D6B8 | NOTE M/W CLBL INDEX LNKD | – | $42.6 萬 | 0.2% | – |
| Southeast Bank Athens Tenn CD84133PFN3 | CD | – | $42.4 萬 | 0.2% | – |
| US Treasury Note912828YM6 | tn | – | $40.7 萬 | 0.2% | – |
| Charles Schwab Bank SSB CD15987UBC1 | CD | – | $38.6 萬 | 0.2% | – |
| JPMorgan Chase Finl Co LLC Note Index LNKD48133UV25 | NOTE INDEX LNKD | – | $38.4 萬 | 0.2% | – |
| Tiaa FSB (Florida) CD87270LGK3 | CD | – | $38.0 萬 | 0.2% | – |
| United Bankof Fairfax CD90952RBH1 | CD | – | $37.0 萬 | 0.2% | – |
| Morgan Stanley Finance LLC. Note M/W CLBL Index LNKD61774FHN5 | NOTE M/W CLBL INDEX LNKD | – | $36.7 萬 | 0.2% | – |
| Goldman Sachs BK USA New York CD38150VFT1 | CD | – | $35.5 萬 | 0.1% | – |
| United States Treasury Notes Note91282CEG2 | NOTE | – | $35.2 萬 | 0.1% | – |
| Merchants BK Ind Lynn CD588493PR1 | CD | – | $35.0 萬 | 0.1% | – |
| Morgan Stanley Finance LLC. Note Index LNKD61774DQS9 | NOTE INDEX LNKD | – | $34.3 萬 | 0.1% | – |
| JPMorgan Chase Bank NA CD M/W Qtrly CLBL46593LFY0 | CD M/W QTRLY CLBL | – | $29.9 萬 | 0.1% | – |
| JPMorgan Chase Bank NA CD M/W CLBL46593LV30 | CD M/W CLBL | – | $29.6 萬 | 0.1% | – |
| Umb BK Natl Assn Kans City Mo CD904198BV9 | CD | – | $28.7 萬 | 0.1% | – |
| Morgan Stanley Finance LLC. Note Index LNKD61773QTV1 | NOTE INDEX LNKD | – | $28.5 萬 | 0.1% | – |
| US Treasury91282CDR9 | COM | – | $27.7 萬 | 0.1% | – |
| Bank of Montreal Note Index LNKD06374V3Y0 | NOTE INDEX LNKD | – | $27.0 萬 | 0.1% | – |
| United States Treasury Notes Note912828WE6 | NOTE | – | $26.2 萬 | 0.1% | – |
| Bank Ozk CD Mthly06418CET9 | CD MTHLY | – | $25.0 萬 | 0.1% | – |
| Stellar Bank CD Mthly85855TAD5 | CD MTHLY | – | $25.0 萬 | 0.1% | – |
| Customers BK Phoenixville Pa CD23204HKZ0 | CD | – | $25.0 萬 | 0.1% | – |
| Northeast Community Bank (New) CD664122AJ7 | CD | – | $25.0 萬 | 0.1% | – |
| Santander Bank National Assn CD80280JVF5 | CD | – | $25.0 萬 | 0.1% | – |
| Texas Regional Bank Harlingen CD88267RAB9 | CD | – | $24.9 萬 | 0.1% | – |
| United States Treasury Notes Note91282CBE0 | NOTE | – | $24.1 萬 | 0.1% | – |
| Peoples Bank (Ohio) CD71050LAQ6 | CD | – | $24.0 萬 | 0.1% | – |
| Wells Fargo Bank National Assn CD9497635K8 | CD | – | $24.0 萬 | 0.1% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 9,624 | $24.0 萬 | 0.1% | – |
| United States Treasury Notes Note912828T91 | NOTE | – | $22.6 萬 | 0.1% | – |
| United States Treasury Notes Note91282CBM2 | NOTE | – | $22.6 萬 | 0.1% | – |
| IPInternational Paper Co | COM | 6,262 | $22.6 萬 | 0.1% | 歷史 |
| Western Alliance Bancorp CD95763PKJ9 | CD | – | $22.5 萬 | 0.1% | – |
| Industrial & Coml BK China USA CD45581EDX6 | CD | – | $22.5 萬 | 0.1% | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 5,730 | $21.8 萬 | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 958 | $21.6 萬 | 0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 435 | $21.6 萬 | 0.1% | 歷史 |
| Eastern Bank CD276275BD5 | CD | – | $21.0 萬 | 0.1% | – |
| Charles Schwab Bank SSB CD15987UAY4 | CD | – | $20.9 萬 | 0.1% | – |
| WTRGEssential Utilities, Inc. | COM | 4,789 | $20.9 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,996 | $20.8 萬 | 0.1% | 歷史 |
| Stearns BK NA St Cloud Minn CD857894J34 | CD | – | $20.1 萬 | 0.1% | – |
| Peoples Bank (Ohio) CD71050LAR4 | CD | – | $20.0 萬 | 0.1% | – |
| Peoples Bank (Ohio) CD71050LAP8 | CD | – | $20.0 萬 | 0.1% | – |
| Bank Baroda New York N Y CD06063HPQ0 | CD | – | $20.0 萬 | 0.1% | – |
| Southstate Bank National Assn CD84476JAC1 | CD | – | $20.0 萬 | 0.1% | – |
| JPMorgan Chase Bank NA CD M/W CLBL46593LH77 | CD M/W CLBL | – | $20.0 萬 | 0.1% | – |
| Wells Fargo Bank National Assn CD9497634S2 | CD | – | $20.0 萬 | 0.1% | – |
| JPMorgan Chase Bank NA CD M/W Qtrly CLBL46593LSG5 | CD M/W QTRLY CLBL | – | $19.9 萬 | 0.1% | – |
| Discover Bank CD254673F50 | CD | – | $19.5 萬 | 0.1% | – |
| OKEONEOK Inc | COM | 2,957 | $18.8 萬 | 0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 2,178 | $18.6 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 1,972 | $18.5 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 2,202 | $18.4 萬 | 0.1% | – |
| EPDEnterprise Products Partners L.P. | Stock | 7,056 | $18.3 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 5,158 | $18.0 萬 | 0.1% | 歷史 |
| First Business BK Madison Wis CD31938QW75 | CD | – | $18.0 萬 | 0.1% | – |
| MPCMarathon Petroleum Corp | Stock | 1,331 | $17.9 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 465 | $17.9 萬 | 0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 3,770 | $17.7 萬 | 0.1% | – |