TCG Advisory Services, LLC
- SEC CIK
- 0001841815
- 最新申報
- 2026/7/31
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 117
- 較 2022 年第 3 季 −60
- 總值
- $2.56 億
- 較 2022 年第 3 季 −$7,435 萬 (−22.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46432F388 | MSCI USA VALUE | 402,595 | $3,669 萬 | 14.3% | +28,155+7.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 175,172 | $2,276 萬 | 8.9% | +52,776+43.1% | 加碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 220,651 | $1,235 萬 | 4.8% | +11,563+5.5% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 99,351 | $1,047 萬 | 4.1% | +1,170+1.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 170,471 | $928.9 萬 | 3.6% | +29,015+20.5% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 109,748 | $917.5 萬 | 3.6% | +8,846+8.8% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 301,396 | $698.3 萬 | 2.7% | +14,505+5.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 59,971 | $683.4 萬 | 2.7% | +2,292+4.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 60,831 | $671.0 萬 | 2.6% | +3,200+5.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 84,891 | $632.5 萬 | 2.5% | +3,711+4.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 239,885 | $503.3 萬 | 2.0% | +32,309+15.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 245,484 | $502.9 萬 | 2.0% | +42,713+21.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 240,597 | $484.6 萬 | 1.9% | +35,505+17.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 244,983 | $465.3 萬 | 1.8% | +50,633+26.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 236,917 | $448.4 萬 | 1.7% | +45,062+23.5% | 加碼 | – |
| CVXChevron Corp | Stock | 22,969 | $412.3 萬 | 1.6% | +1,160+5.3% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 89,662 | $402.9 萬 | 1.6% | +4,973+5.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 79,422 | $398.1 萬 | 1.6% | +34,893+78.4% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 26,726 | $346.2 萬 | 1.4% | +745+2.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,788 | $340.5 萬 | 1.3% | +600+4.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 19,163 | $338.5 萬 | 1.3% | +818+4.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,139 | $328.8 萬 | 1.3% | +2,478+6.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 136,484 | $305.6 萬 | 1.2% | −6,934−4.8% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 18,551 | $299.8 萬 | 1.2% | +1,549+9.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,284 | $295.5 萬 | 1.2% | +359+7.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 87,547 | $290.1 萬 | 1.1% | +4,893+5.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 45,358 | $288.5 萬 | 1.1% | +1,692+3.9% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 30,738 | $286.4 萬 | 1.1% | +3,038+11.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,198 | $284.3 萬 | 1.1% | +777+3.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 12,944 | $277.4 萬 | 1.1% | +845+7.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 15,729 | $274.3 萬 | 1.1% | +2,720+20.9% | 加碼 | – |
| AGNCAGNC Investment Corp. | REIT | 231,888 | $240.0 萬 | 0.9% | −10,506−4.3% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 60,563 | $238.4 萬 | 0.9% | +3,544+6.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,210 | $222.7 萬 | 0.9% | −466−6.1% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 47,797 | $222.1 萬 | 0.9% | +2,402+5.3% | 加碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 27,052 | $183.4 萬 | 0.7% | +27,052 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,988 | $157.5 萬 | 0.6% | +623+14.3% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 136,250 | $155.2 萬 | 0.6% | +33,075+32.1% | 加碼 | 歷史 |
| Investment Managers Ser Tr I46144X628 | AXS SHORT INNOV | 26,833 | $146.3 萬 | 0.6% | +9,749+57.1% | 加碼 | – |
| LFSTLifeStance Health Group, Inc. | COM | 292,389 | $144.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,165 | $133.8 萬 | 0.5% | −2,194−12.6% | 減碼 | 歷史 |
| VMOInvesco Municipal Opportunity Trust | COM | 131,313 | $130.1 萬 | 0.5% | −2,662−2.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,904 | $111.6 萬 | 0.4% | +878+43.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,979 | $109.0 萬 | 0.4% | +352+13.4% | 加碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 48,897 | $97.1 萬 | 0.4% | −2,112−4.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,685 | $90.6 萬 | 0.4% | +522+5.1% | 加碼 | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 44,361 | $89.4 萬 | 0.3% | −517−1.2% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 17,283 | $85.2 萬 | 0.3% | −6,565−27.5% | 減碼 | – |
| iShares Tr46435U366 | SELF DRIVNG EV | 24,982 | $84.5 萬 | 0.3% | −840−3.3% | 減碼 | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 27,902 | $83.3 萬 | 0.3% | −812−2.8% | 減碼 | – |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 33,767 | $81.5 萬 | 0.3% | +4,506+15.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,677 | $78.8 萬 | 0.3% | +31+0.9% | 加碼 | – |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 37,700 | $78.2 萬 | 0.3% | −1,398−3.6% | 減碼 | – |
| COPConocoPhillips | Stock | 6,453 | $76.1 萬 | 0.3% | +371+6.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 10,382 | $70.6 萬 | 0.3% | +342+3.4% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 27,627 | $67.1 萬 | 0.3% | −3,134−10.2% | 減碼 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 31,911 | $65.6 萬 | 0.3% | −1,320−4.0% | 減碼 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 16,519 | $64.9 萬 | 0.3% | −576−3.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 12,516 | $63.2 萬 | 0.2% | −17,440−58.2% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 10,853 | $62.5 萬 | 0.2% | −420−3.7% | 減碼 | – |
| iShares Tr46435U192 | GENOMICS IMMUN | 23,087 | $58.1 萬 | 0.2% | −1,458−5.9% | 減碼 | – |
| TAT&T Inc. | Stock | 31,396 | $57.8 萬 | 0.2% | +5,893+23.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 25,848 | $57.1 萬 | 0.2% | −1,595−5.8% | 減碼 | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 491 | $57.0 萬 | 0.2% | −2−0.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 25,590 | $56.6 萬 | 0.2% | −886−3.3% | 減碼 | – |
| Listed FD Tr53656F706 | ROUNDHILL BITK | 38,674 | $54.1 萬 | 0.2% | −1,291−3.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 6,000 | $53.2 萬 | 0.2% | +373+6.6% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,390 | $52.3 萬 | 0.2% | −45−0.8% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,768 | $50.8 萬 | 0.2% | +5,768 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,022 | $49.7 萬 | 0.2% | +41+4.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,914 | $48.8 萬 | 0.2% | −244−3.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 20,534 | $47.9 萬 | 0.2% | −1,722−7.7% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 3,904 | $47.1 萬 | 0.2% | −312−7.4% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 15,323 | $46.8 萬 | 0.2% | +2,397+18.5% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,286 | $45.6 萬 | 0.2% | −23−0.7% | 減碼 | – |
| iShares Tr46435G342 | MORTGE REL ETF | 18,792 | $42.6 萬 | 0.2% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 21,829 | $40.3 萬 | 0.2% | +21,829 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,853 | $40.2 萬 | 0.2% | +268+10.4% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,543 | $39.0 萬 | 0.2% | −132−2.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,227 | $38.8 萬 | 0.2% | −107−3.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,442 | $37.8 萬 | 0.1% | −75−2.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,702 | $36.0 萬 | 0.1% | +998+14.9% | 加碼 | – |
| DMLPDorchester Minerals, L.P. | COM UNIT | 11,773 | $35.2 萬 | 0.1% | +11,773 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,625 | $34.4 萬 | 0.1% | +509+16.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,772 | $33.8 萬 | 0.1% | −275−13.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,663 | $33.5 萬 | 0.1% | −38−0.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 721 | $32.9 萬 | 0.1% | −96−11.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,859 | $32.7 萬 | 0.1% | −758−10.0% | 減碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 37,385 | $32.7 萬 | 0.1% | −1,000−2.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 9,553 | $31.6 萬 | 0.1% | +303+3.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,784 | $31.4 萬 | 0.1% | −204−4.1% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 5,002 | $30.8 萬 | 0.1% | +5,002 | 新進 | 歷史 |
| BPBP PLC | ADR | 8,693 | $30.4 萬 | 0.1% | +332+4.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,253 | $28.6 萬 | 0.1% | +568+10.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,069 | $28.4 萬 | 0.1% | +79+8.0% | 加碼 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 4,106 | $28.1 萬 | 0.1% | +4,106 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,857 | $27.0 萬 | 0.1% | −43−1.5% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,595 | $26.9 萬 | 0.1% | +6,595 | 新進 | – |
| ABRArbor Realty Trust Inc | COM | 20,000 | $26.4 萬 | 0.1% | +20,000 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 13,715 | $24.9 萬 | 0.1% | +233+1.7% | 加碼 | – |
選擇權（17 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| GOOGAlphabet Inc. | Stock | – | $5,767 萬 |
| AMZNAmazon Com Inc | Stock | – | $5,460 萬 |
| AXPAmerican Express Co | Stock | – | $3,700 萬 |
| DOCUDocuSign, Inc. | Stock | $1,330 萬 | – |
| BRK.BBerkshire Hathaway Inc | Stock | – | $926.7 萬 |
| LLYEli Lilly & Co | Stock | – | $731.8 萬 |
| iShares Russell 2000 ETF464287655 | ETF | – | $697.4 萬 |
| DISWalt Disney Co | Stock | – | $434.4 萬 |
| AGNCAGNC Investment Corp. | REIT | $310.5 萬 | – |
| LNCLincoln National Corp | COM | – | $153.6 萬 |
| JPMJPMorgan Chase & Co | Stock | – | $134.1 萬 |
| AAPLApple Inc. | Stock | – | $129.9 萬 |
| DOCNDigitalOcean Holdings, Inc. | COM | – | $127.3 萬 |
| DVNDevon Energy Corp | Stock | – | $123.0 萬 |
| COUPCoupa Software Inc | COM | – | $79.2 萬 |
| GHGuardant Health, Inc. | COM | – | $54.4 萬 |
| CMRCCommerce.com, Inc. | COM SER 1 | – | $8.74 萬 |
2022 年第 3 季之後清倉（75 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 179,254 | $3,217 萬 | 9.7% | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 120,136 | $1,138 萬 | 3.4% | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 191,495 | $471.5 萬 | 1.4% | – |
| VVisa Inc. | Stock | 25,140 | $446.6 萬 | 1.4% | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,140 | $445.8 萬 | 1.3% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,480 | $302.9 萬 | 0.9% | 歷史 |
| PGProcter & Gamble Co | Stock | 23,762 | $300.0 萬 | 0.9% | 歷史 |
| WMTWalmart Inc. | Stock | 22,019 | $285.6 萬 | 0.9% | 歷史 |
| NEENextera Energy Inc | Stock | 31,656 | $248.2 萬 | 0.8% | 歷史 |
| ProShares Tr74347B714 | SHORT QQQ NEW | 165,901 | $247.5 萬 | 0.7% | – |
| MRKMerck & Co., Inc. | Stock | 28,601 | $246.3 萬 | 0.7% | 歷史 |
| MCDMcDonalds Corp | Stock | 10,630 | $245.3 萬 | 0.7% | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 135,634 | $234.4 萬 | 0.7% | – |
| MSMorgan Stanley | Stock | 26,547 | $209.7 萬 | 0.6% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 9,520 | $206.1 萬 | 0.6% | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 25,178 | $198.6 萬 | 0.6% | – |
| PMPhilip Morris International Inc. | Stock | 22,615 | $187.7 萬 | 0.6% | 歷史 |
| PLDPrologis, Inc. | REIT | 18,367 | $186.6 萬 | 0.6% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 23,520 | $174.7 萬 | 0.5% | – |
| MMM3M Co | Stock | 14,750 | $163.0 萬 | 0.5% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,828 | $125.7 萬 | 0.4% | – |
| NVDANVIDIA Corp | Stock | 10,114 | $122.8 萬 | 0.4% | 歷史 |
| SKYTSkyWater Technology, LLC | COM | 129,000 | $98.7 萬 | 0.3% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,096 | $96.7 萬 | 0.3% | – |
| QCOMQualcomm Inc | Stock | 7,968 | $90.0 萬 | 0.3% | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 14,821 | $88.5 萬 | 0.3% | – |
| TSLATesla, Inc. | Stock | 3,014 | $79.9 萬 | 0.2% | 歷史 |
| PSXPhillips 66 | Stock | 9,574 | $77.3 萬 | 0.2% | 歷史 |
| PFNPIMCO Income Strategy Fund II | COM | 93,723 | $64.8 萬 | 0.2% | 歷史 |
| Nextera Energy Inc65339F770 | UNIT 99/99/9999 | 12,520 | $62.3 萬 | 0.2% | – |
| CRMSalesforce, Inc. | Stock | 4,099 | $59.0 萬 | 0.2% | 歷史 |
| RFRegions Financial Corp | COM | 28,624 | $57.4 萬 | 0.2% | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 440 | $53.0 萬 | 0.2% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,353 | $52.2 萬 | 0.2% | – |
| PFEPfizer Inc | Stock | 11,125 | $48.7 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 1,621 | $46.1 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,435 | $46.0 萬 | 0.1% | – |
| Dte Energy Co233331842 | UNIT 11/01/2022S | 7,875 | $39.5 萬 | 0.1% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 6,363 | $39.4 萬 | 0.1% | – |
| PEPPepsiCo Inc | Stock | 2,358 | $38.5 萬 | 0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,260 | $37.4 萬 | 0.1% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,282 | $36.8 萬 | 0.1% | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 28,425 | $36.5 萬 | 0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 12,202 | $34.3 萬 | 0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,117 | $34.3 萬 | 0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,806 | $34.0 萬 | 0.1% | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 48,947 | $34.0 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,833 | $33.0 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,795 | $33.0 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,465 | $32.2 萬 | 0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,274 | $32.0 萬 | 0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 8,381 | $31.6 萬 | 0.1% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,818 | $31.0 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 1,258 | $29.6 萬 | 0.1% | 歷史 |
| Stanley Black & Decker, Inc.854502846 | UNIT 11/15/2022 | 5,880 | $29.0 萬 | 0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,632 | $26.9 萬 | 0.1% | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,112 | $26.6 萬 | 0.1% | – |
| PAYXPaychex Inc | Stock | 2,278 | $25.6 萬 | 0.1% | 歷史 |
| PIMFranklin Master Intermediate Income Trust | SH BEN INT | 78,209 | $25.4 萬 | 0.1% | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 4,110 | $24.7 萬 | 0.1% | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,994 | $24.0 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,972 | $23.9 萬 | 0.1% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 5,648 | $23.7 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,653 | $23.7 萬 | 0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,854 | $22.9 萬 | 0.1% | – |
| TSNTyson Foods, Inc. | Stock | 3,431 | $22.6 萬 | 0.1% | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 13,980 | $22.5 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 433 | $22.0 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,896 | $21.7 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 8,366 | $21.6 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 5,601 | $21.3 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 3,450 | $21.1 萬 | 0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,801 | $20.1 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189F452 | MORTGAGE REIT | 12,065 | $13.3 萬 | <0.1% | – |
| BlackRock Corpor Hi Yld FD I09255L114 | RIGHT 10/13/2022 | 38,385 | $0 | 0.0% | – |