Opal Wealth Advisors, LLC
- SEC CIK
- 0001844201
- 最新申報
- 2026/7/20
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/15 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 189
- 較 2024 年第 2 季 −1,052
- 總值
- $3.19 億
- 較 2024 年第 2 季 +$785.7 萬 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 1,189,265 | $4,512 萬 | 14.1% | +110,513+10.2% | 加碼 | – |
| Legg Mason ETF Invt524682200 | CLEARBRIDGE LRG | 528,355 | $3,858 萬 | 12.1% | +31,533+6.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 121,388 | $2,437 萬 | 7.6% | +9,028+8.0% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 336,320 | $1,637 萬 | 5.1% | +35,191+11.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 58,048 | $1,353 萬 | 4.2% | +26,121+81.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 233,078 | $1,195 萬 | 3.7% | −4,657−2.0% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 95,706 | $918.3 萬 | 2.9% | −1,858−1.9% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 163,725 | $889.5 萬 | 2.8% | −935−0.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 164,807 | $839.5 萬 | 2.6% | +14,460+9.6% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 57,996 | $785.5 萬 | 2.5% | +1,296+2.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 34,196 | $674.2 萬 | 2.1% | −5,533−13.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 90,739 | $463.9 萬 | 1.5% | −707−0.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,998 | $401.5 萬 | 1.3% | +187+2.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,214 | $396.5 萬 | 1.2% | −188−2.0% | 減碼 | 歷史 |
| NCDLNuveen Churchill Direct Lending Corp. | COM SHS | 194,638 | $339.1 萬 | 1.1% | +126,131+184.1% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 60,319 | $319.6 萬 | 1.0% | −1,296−2.1% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 66,632 | $311.4 萬 | 1.0% | +5,468+8.9% | 加碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 101,016 | $307.5 萬 | 1.0% | +3,434+3.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 34,098 | $282.8 萬 | 0.9% | +224+0.7% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 28,985 | $281.0 萬 | 0.9% | +1,049+3.8% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,535 | $265.2 萬 | 0.8% | +710+18.6% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 56,122 | $264.4 萬 | 0.8% | −2,552−4.3% | 減碼 | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 24,608 | $263.5 萬 | 0.8% | +2,303+10.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,597 | $250.1 萬 | 0.8% | −649−3.1% | 減碼 | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 48,071 | $214.9 萬 | 0.7% | −2,151−4.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 11,297 | $210.5 萬 | 0.7% | +561+5.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 38,984 | $206.1 萬 | 0.6% | +658+1.7% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,500 | $184.6 萬 | 0.6% | −112−1.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 39,239 | $178.6 萬 | 0.6% | +1,162+3.1% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 65,800 | $167.6 萬 | 0.5% | −1,661−2.5% | 減碼 | – |
| VVisa Inc. | Stock | 5,366 | $147.5 萬 | 0.5% | +156+3.0% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 14,941 | $146.6 萬 | 0.5% | +12,280+461.5% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 28,953 | $139.4 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,801 | $138.0 萬 | 0.4% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,404 | $137.6 萬 | 0.4% | +75+3.2% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 16,432 | $136.5 萬 | 0.4% | −1,362−7.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,085 | $133.0 萬 | 0.4% | −48−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,279 | $121.2 萬 | 0.4% | −35−0.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,056 | $117.0 萬 | 0.4% | +486+7.4% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 22,306 | $113.5 萬 | 0.4% | +1,266+6.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,336 | $111.8 萬 | 0.4% | +6,866+55.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,405 | $110.7 萬 | 0.3% | +970+6.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,353 | $109.6 萬 | 0.3% | +415+4.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,182 | $102.3 萬 | 0.3% | +11+0.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,770 | $102.1 萬 | 0.3% | +17+1.0% | 加碼 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 7,632 | $95.1 萬 | 0.3% | −172−2.2% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,664 | $91.9 萬 | 0.3% | +1,167+8.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,245 | $91.0 萬 | 0.3% | −64−2.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,751 | $90.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 35,684 | $89.8 萬 | 0.3% | +2,384+7.2% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,436 | $88.8 萬 | 0.3% | +198+16.0% | 加碼 | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 63,726 | $83.1 萬 | 0.3% | −10,320−13.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 916 | $81.2 萬 | 0.3% | +99+12.1% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 8,456 | $80.0 萬 | 0.3% | −337−3.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 4,427 | $75.4 萬 | 0.2% | −40−0.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,750 | $74.5 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 6,910 | $72.3 萬 | 0.2% | −65−0.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 4,234 | $70.8 萬 | 0.2% | −450−9.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,374 | $70.5 萬 | 0.2% | +374+4.2% | 加碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,144 | $70.5 萬 | 0.2% | +3,108+25.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 977 | $69.3 萬 | 0.2% | +3+0.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 3,807 | $68.4 萬 | 0.2% | −249−6.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,137 | $66.1 萬 | 0.2% | +156+5.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,656 | $64.8 萬 | 0.2% | −44−2.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 1,788 | $64.6 萬 | 0.2% | +17+1.0% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 2,321 | $63.5 萬 | 0.2% | +254+12.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,557 | $63.1 萬 | 0.2% | −74−1.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,653 | $61.8 萬 | 0.2% | +847+12.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,318 | $60.7 萬 | 0.2% | −35−2.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 15,284 | $60.6 萬 | 0.2% | +1,050+7.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,429 | $59.9 萬 | 0.2% | −80−3.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,299 | $59.1 萬 | 0.2% | −1,054−24.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 10,992 | $58.5 萬 | 0.2% | −357−3.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,645 | $58.5 萬 | 0.2% | −25−0.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,109 | $57.2 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,291 | $56.0 萬 | 0.2% | −141−4.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,443 | $53.9 萬 | 0.2% | +2,152+93.9% | 加碼 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 14,538 | $53.0 萬 | 0.2% | +606+4.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,650 | $51.9 萬 | 0.2% | +495+9.6% | 加碼 | – |
| NEENextera Energy Inc | Stock | 5,994 | $50.7 萬 | 0.2% | +2,179+57.1% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 960 | $47.5 萬 | 0.1% | −60−5.9% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 11,611 | $47.3 萬 | 0.1% | −228−1.9% | 減碼 | – |
| FFAFirst Trust Enhanced Equity Income Fund | COM | 23,190 | $47.2 萬 | 0.1% | −6,904−22.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $46.0 萬 | 0.1% | +108+5.1% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 6,187 | $45.4 萬 | 0.1% | +39+0.6% | 加碼 | – |
| AMGNAmgen Inc | Stock | 1,399 | $45.1 萬 | 0.1% | −22−1.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 3,709 | $44.9 萬 | 0.1% | −112−2.9% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 10,903 | $44.9 萬 | 0.1% | +65+0.6% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 9,167 | $43.2 萬 | 0.1% | +242+2.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,460 | $42.7 萬 | 0.1% | +392+19.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 842 | $41.1 萬 | 0.1% | +69+8.9% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 3,475 | $40.8 萬 | 0.1% | −143−4.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,555 | $40.8 萬 | 0.1% | −6−0.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,582 | $39.5 萬 | 0.1% | −199−7.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,025 | $39.4 萬 | 0.1% | −12−0.2% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 8,500 | $38.7 萬 | 0.1% | −73−0.9% | 減碼 | – |
| CCitigroup Inc | Stock | 6,175 | $38.7 萬 | 0.1% | +1,730+38.9% | 加碼 | 歷史 |
| Hartford FDS Exchange Traded41653L404 | SCHRDRS TAX BD | 19,357 | $38.3 萬 | 0.1% | +19,008+5,446.4% | 加碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,916 | $38.3 萬 | 0.1% | +2,414+96.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,213 | $38.2 萬 | 0.1% | −387−14.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
2024 年第 2 季之後清倉（1,052 檔）
2024 年第 2 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 1,052 檔。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 7,368 | $78.5 萬 | 0.3% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,094 | $65.1 萬 | 0.2% | – |
| PGProcter & Gamble Co | Stock | 2,365 | $39.0 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 306 | $32.3 萬 | 0.1% | 歷史 |
| CICigna Group | Stock | 761 | $25.2 萬 | 0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 1,313 | $23.2 萬 | 0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,212 | $21.4 萬 | 0.1% | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,945 | $21.0 萬 | 0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 2,695 | $21.0 萬 | 0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,545 | $20.8 萬 | 0.1% | – |
| USOUnited States Oil Fund, LP | UNITS | 2,508 | $20.0 萬 | 0.1% | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 3,979 | $19.8 萬 | 0.1% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,875 | $19.3 萬 | 0.1% | – |
| MLMMartin Marietta Materials Inc | COM | 353 | $19.1 萬 | 0.1% | 歷史 |
| RACEFerrari N.V. | COM | 437 | $17.8 萬 | 0.1% | 歷史 |
| DHRDanaher Corp | Stock | 711 | $17.8 萬 | 0.1% | 歷史 |
| IBNIcici Bank Ltd | ADR | 6,128 | $17.7 萬 | 0.1% | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 2,572 | $17.4 萬 | 0.1% | – |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 8,627 | $17.3 萬 | 0.1% | – |
| CPCanadian Pacific Kansas City Ltd | COM | 2,165 | $17.0 萬 | 0.1% | 歷史 |
| ORealty Income Corp | REIT | 3,213 | $17.0 萬 | 0.1% | 歷史 |
| ICLRIcon PLC | COM | 540 | $16.9 萬 | 0.1% | 歷史 |
| CNCCentene Corp | Stock | 2,527 | $16.8 萬 | 0.1% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 1,883 | $16.5 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 633 | $16.4 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 636 | $16.4 萬 | 0.1% | 歷史 |
| AONAon plc | CL A | 541 | $15.9 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 704 | $15.8 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 426 | $15.5 萬 | <0.1% | – |
| PEPPepsiCo Inc | Stock | 940 | $15.5 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 720 | $15.5 萬 | <0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 171 | $15.4 萬 | <0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 875 | $15.4 萬 | <0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 763 | $15.3 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,673 | $15.2 萬 | <0.1% | – |
| ABNBAirbnb, Inc. | Stock | 998 | $15.1 萬 | <0.1% | 歷史 |
| TFXTeleflex Inc | COM | 714 | $15.0 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 698 | $14.7 萬 | <0.1% | 歷史 |
| ALLAllstate Corp | Stock | 910 | $14.5 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 976 | $14.4 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 2,554 | $14.4 萬 | <0.1% | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 3,146 | $14.3 萬 | <0.1% | – |
| TXNTexas Instruments Inc | Stock | 735 | $14.3 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 188 | $14.2 萬 | <0.1% | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 507 | $14.2 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 3,094 | $14.2 萬 | <0.1% | – |
| AMATApplied Materials Inc | Stock | 587 | $13.8 萬 | <0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 1,366 | $13.8 萬 | <0.1% | – |
| ALCAlcon Inc | Stock | 1,547 | $13.8 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,488 | $13.7 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 2,486 | $13.7 萬 | <0.1% | 歷史 |
| EXCExelon Corp | Stock | 3,925 | $13.6 萬 | <0.1% | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 4,467 | $13.6 萬 | <0.1% | – |
| CAHCardinal Health Inc | Stock | 1,378 | $13.5 萬 | <0.1% | 歷史 |
| ETF Ser Solutions26922A321 | DISTILLATE US | 2,624 | $13.5 萬 | <0.1% | – |
| MELIMercadolibre Inc | COM | 81 | $13.3 萬 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 1,352 | $13.2 萬 | <0.1% | 歷史 |
| AMEAmetek Inc | COM | 790 | $13.2 萬 | <0.1% | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 1,412 | $13.1 萬 | <0.1% | – |
| CTVACorteva, Inc. | Stock | 2,397 | $12.9 萬 | <0.1% | 歷史 |
| TRMBTrimble Inc. | COM | 2,263 | $12.7 萬 | <0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,339 | $12.4 萬 | <0.1% | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 1,773 | $12.1 萬 | <0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 574 | $11.6 萬 | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,960 | $11.4 萬 | <0.1% | 歷史 |
| UHALU-Haul Holding Co | COM | 1,783 | $11.0 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 293 | $11.0 萬 | <0.1% | – |
| BSXBoston Scientific Corp | Stock | 1,422 | $11.0 萬 | <0.1% | 歷史 |
| TRUTransUnion | COM | 1,464 | $10.9 萬 | <0.1% | 歷史 |
| INVHInvitation Homes Inc. | COM | 3,025 | $10.9 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 3,427 | $10.8 萬 | <0.1% | – |
| PLDPrologis, Inc. | REIT | 962 | $10.8 萬 | <0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,057 | $10.7 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 430 | $10.6 萬 | <0.1% | 歷史 |
| NBBNuveen Taxable Municipal Income Fund | COM | 6,848 | $10.6 萬 | <0.1% | 歷史 |
| Nuveen N Y Select Tax Free I67063V104 | SH BEN INT | 9,055 | $10.6 萬 | <0.1% | – |
| MNSTMonster Beverage Corp | COM | 2,101 | $10.5 萬 | <0.1% | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 540 | $10.5 萬 | <0.1% | 歷史 |
| PGRProgressive Corp | Stock | 502 | $10.4 萬 | <0.1% | 歷史 |
| WCNWaste Connections, Inc. | COM | 588 | $10.3 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 130 | $10.2 萬 | <0.1% | 歷史 |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 6,230 | $10.2 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 211 | $10.2 萬 | <0.1% | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 4,074 | $10.1 萬 | <0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 2,824 | $10.1 萬 | <0.1% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 310 | $9.74 萬 | <0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 815 | $9.68 萬 | <0.1% | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $9.67 萬 | <0.1% | 歷史 |
| OVVOvintiv Inc. | COM | 2,054 | $9.63 萬 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 492 | $9.56 萬 | <0.1% | 歷史 |
| ESEversource Energy | Stock | 1,686 | $9.56 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 634 | $9.54 萬 | <0.1% | – |
| BKNGBooking Holdings Inc. | Stock | 24 | $9.51 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 1,988 | $9.38 萬 | <0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 114 | $9.37 萬 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 615 | $9.35 萬 | <0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 310 | $9.27 萬 | <0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,206 | $9.25 萬 | <0.1% | – |
| SHELShell plc | ADR | 1,281 | $9.25 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 1,465 | $9.24 萬 | <0.1% | 歷史 |