Herold Advisors, Inc.
- SEC CIK
- 0001891713
- 最新申報
- 2026/7/22
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 192
- 較 2022 年第 1 季 −527
- 總值
- $2.21 億
- 較 2022 年第 1 季 −$6,007 萬 (−21.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 83,121 | $1,136 萬 | 5.1% | −102−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,166 | $851.8 萬 | 3.9% | +454+1.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 28,433 | $559.8 萬 | 2.5% | +1,972+7.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,535 | $553.1 萬 | 2.5% | +110+0.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 32,109 | $491.7 萬 | 2.2% | +264+0.8% | 加碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 120,155 | $459.2 萬 | 2.1% | +40,078+50.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 34,192 | $349.4 萬 | 1.6% | +1,528+4.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 29,053 | $327.1 萬 | 1.5% | +1,060+3.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 22,418 | $322.3 萬 | 1.5% | +1,219+5.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,569 | $310.2 萬 | 1.4% | −145−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 21,125 | $305.8 萬 | 1.4% | −143−0.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,218 | $305.6 萬 | 1.4% | +251+1.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,126 | $305.1 萬 | 1.4% | +270+2.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 33,226 | $284.5 萬 | 1.3% | −1,138−3.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 55,911 | $283.7 萬 | 1.3% | +783+1.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 30,611 | $283.6 萬 | 1.3% | +606+2.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,742 | $276.5 萬 | 1.3% | +528+2.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,600 | $270.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,778 | $265.1 萬 | 1.2% | +467+2.6% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 37,045 | $264.9 萬 | 1.2% | +116+0.3% | 加碼 | – |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 59,340 | $263.8 萬 | 1.2% | −1,310−2.2% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 14,093 | $242.2 萬 | 1.1% | +373+2.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,015 | $240.3 萬 | 1.1% | +183+3.8% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 28,514 | $236.2 萬 | 1.1% | +120.0% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 41,758 | $231.7 萬 | 1.0% | +978+2.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 29,950 | $230.6 萬 | 1.0% | −197−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,971 | $226.9 萬 | 1.0% | +18+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,825 | $226.3 萬 | 1.0% | +181+0.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 13,707 | $209.6 萬 | 0.9% | +602+4.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 50,312 | $207.2 萬 | 0.9% | +1,601+3.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 26,820 | $200.9 萬 | 0.9% | +750+2.9% | 加碼 | – |
| INTUIntuit Inc. | Stock | 5,120 | $197.3 萬 | 0.9% | +135+2.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 9,936 | $195.3 萬 | 0.9% | +311+3.2% | 加碼 | 歷史 |
| ETF Ser Solutions26922A321 | DISTILLATE US | 50,360 | $194.9 萬 | 0.9% | +3,190+6.8% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 16,436 | $178.5 萬 | 0.8% | +332+2.1% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 4,755 | $177.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 49,546 | $172.4 萬 | 0.8% | +90.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 21,723 | $168.2 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,270 | $167.9 萬 | 0.8% | +95+3.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 31,782 | $166.6 萬 | 0.8% | −1,687−5.0% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 25,824 | $166.2 萬 | 0.8% | +694+2.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 7,950 | $159.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 5,319 | $159.2 萬 | 0.7% | +294+5.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 13,423 | $157.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 34,485 | $150.1 萬 | 0.7% | +1,533+4.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,725 | $149.7 萬 | 0.7% | +241+2.1% | 加碼 | 歷史 |
| NUENucor Corp | COM | 14,030 | $146.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 8,120 | $146.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,520 | $143.5 萬 | 0.6% | +1,540+12.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,275 | $140.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 47,756 | $136.9 萬 | 0.6% | −280−0.6% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 21,053 | $136.9 萬 | 0.6% | +1,485+7.6% | 加碼 | – |
| TSCOTractor Supply Co | COM | 7,059 | $136.8 萬 | 0.6% | +829+13.3% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 23,685 | $135.7 萬 | 0.6% | +911+4.0% | 加碼 | – |
| DPZDominos Pizza Inc | COM | 3,388 | $132.0 萬 | 0.6% | +553+19.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 30,886 | $131.6 萬 | 0.6% | −60−0.2% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 7,987 | $129.2 萬 | 0.6% | +737+10.2% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 31,335 | $128.2 萬 | 0.6% | +100+0.3% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 2,089 | $127.2 萬 | 0.6% | +54+2.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,570 | $126.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,137 | $126.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 5,800 | $125.8 萬 | 0.6% | +300+5.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 59,445 | $124.5 萬 | 0.6% | −7,893−11.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,835 | $123.5 萬 | 0.6% | +110+6.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,943 | $122.1 萬 | 0.6% | +1,436+12.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,405 | $115.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,820 | $114.9 萬 | 0.5% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 28,458 | $111.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| POOLPool Corp | COM | 3,100 | $108.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 28,411 | $108.4 萬 | 0.5% | +2,246+8.6% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,305 | $104.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 30,760 | $102.5 萬 | 0.5% | −2,935−8.7% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 4,375 | $101.9 萬 | 0.5% | −50−1.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 32,569 | $101.3 萬 | 0.5% | +30.0% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 20,905 | $99.5 萬 | 0.5% | +10.0% | 加碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 24,210 | $98.7 萬 | 0.4% | +1,500+6.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 6,010 | $96.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,780 | $96.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 13,815 | $95.8 萬 | 0.4% | −595−4.1% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 15,108 | $95.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 14,638 | $94.5 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 430 | $93.7 萬 | 0.4% | +65+17.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,900 | $93.7 萬 | 0.4% | +1,507+9.8% | 加碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 8,171 | $92.8 萬 | 0.4% | +1,091+15.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 411 | $89.9 萬 | 0.4% | +14+3.5% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 9,445 | $87.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 15,984 | $81.4 萬 | 0.4% | +150+0.9% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 9,460 | $78.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 19,816 | $78.6 萬 | 0.4% | +9,231+87.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $77.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMPRCIMPRESS plc | SHS EURO | 19,100 | $74.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| New Age Alpha Tr64157X104 | AVDR US LRGCP LE | 30,740 | $73.9 萬 | 0.3% | −600−1.9% | 減碼 | – |
| RTXRTX Corp | Stock | 7,513 | $72.2 萬 | 0.3% | +7,513 | 新進 | 歷史 |
| IBNIcici Bank Ltd | ADR | 40,700 | $72.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 5,196 | $71.0 萬 | 0.3% | +450+9.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,525 | $69.6 萬 | 0.3% | +105+1.9% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,961 | $66.1 萬 | 0.3% | +12+0.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,407 | $63.2 萬 | 0.3% | +20.0% | 加碼 | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 14,920 | $62.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 9,554 | $61.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
選擇權（2 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。
2022 年第 1 季之後清倉（529 檔）
2022 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 529 檔。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 7,270 | $298.2 萬 | 1.1% | 歷史 |
| SHELShell plc | ADR | 20,057 | $110.2 萬 | 0.4% | 歷史 |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 27,624 | $67.8 萬 | 0.2% | – |
| ARK Innovation ETF00214Q104 | ETF | 5,053 | $33.5 萬 | 0.1% | – |
| GEGeneral Electric Co | Stock | 2,995 | $27.4 萬 | 0.1% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 1,000 | $25.7 萬 | 0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,395 | $22.3 萬 | 0.1% | 歷史 |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 3,855 | $21.2 萬 | 0.1% | – |
| AVGOBroadcom Inc. | Stock | 335 | $21.1 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,633 | $21.0 萬 | 0.1% | – |
| KRKroger Co | Stock | 3,650 | $20.9 萬 | 0.1% | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 3,320 | $20.6 萬 | 0.1% | – |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 8,300 | $20.5 萬 | 0.1% | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 5,000 | $20.1 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 4,000 | $19.8 萬 | 0.1% | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 6,036 | $19.8 萬 | 0.1% | – |
| LRCXLam Research Corp | COM | 365 | $19.6 萬 | 0.1% | 歷史 |
| PSAPublic Storage | COM | 500 | $19.5 萬 | 0.1% | 歷史 |
| KEYKeycorp | COM | 8,700 | $19.5 萬 | 0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 1,620 | $19.2 萬 | 0.1% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,360 | $19.1 萬 | 0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 1,600 | $18.8 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,000 | $18.8 萬 | 0.1% | 歷史 |
| EGPEastgroup Properties Inc | COM | 910 | $18.5 萬 | 0.1% | 歷史 |
| EBAYeBay Inc | COM | 3,200 | $18.3 萬 | 0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 1,050 | $18.3 萬 | 0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 4,600 | $18.1 萬 | 0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 733 | $17.7 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 2,600 | $17.4 萬 | 0.1% | – |
| BSTBlackRock Science & Technology Trust | SHS | 4,000 | $17.3 萬 | 0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 2,000 | $17.0 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,179 | $17.0 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,942 | $16.9 萬 | 0.1% | – |
| CAHCardinal Health Inc | Stock | 2,950 | $16.7 萬 | 0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 10,060 | $16.7 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,478 | $16.5 萬 | 0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 2,855 | $16.4 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 1,930 | $16.3 萬 | 0.1% | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 1,300 | $16.2 萬 | 0.1% | – |
| FDXFedEx Corp | Stock | 700 | $16.2 萬 | 0.1% | 歷史 |
| HESHess Corp | Stock | 1,500 | $16.1 萬 | 0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 1,975 | $15.7 萬 | 0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,546 | $15.7 萬 | 0.1% | – |
| New Age Alpha Tr64157X203 | AVDR US LRGCP ES | 4,975 | $15.5 萬 | 0.1% | – |
| JJacobs Solutions Inc. | COM | 1,110 | $15.3 萬 | 0.1% | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 3,650 | $15.2 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 3,100 | $15.2 萬 | 0.1% | – |
| HPEHewlett Packard Enterprise Co | COM | 8,900 | $14.9 萬 | 0.1% | 歷史 |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 4,284 | $14.5 萬 | 0.1% | – |
| ABNBAirbnb, Inc. | Stock | 800 | $13.7 萬 | <0.1% | 歷史 |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 3,463 | $13.7 萬 | <0.1% | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 2,300 | $13.5 萬 | <0.1% | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 1,800 | $13.2 萬 | <0.1% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 2,935 | $13.2 萬 | <0.1% | – |
| WSMWilliams Sonoma Inc | COM | 900 | $13.1 萬 | <0.1% | 歷史 |
| WRKWestRock Co | COM | 2,750 | $12.9 萬 | <0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 1,600 | $12.7 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 837 | $12.5 萬 | <0.1% | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 2,500 | $12.4 萬 | <0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 2,180 | $12.4 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,224 | $12.2 萬 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 661 | $12.2 萬 | <0.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 266 | $12.0 萬 | <0.1% | 歷史 |
| TGNATegna Inc | COM | 5,300 | $11.9 萬 | <0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,520 | $11.8 萬 | <0.1% | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 3,000 | $11.7 萬 | <0.1% | – |
| NMTNuveen Massachusetts Quality Municipal Income Fund | COM | 9,085 | $11.6 萬 | <0.1% | 歷史 |
| IDAIdacorp Inc | COM | 1,000 | $11.5 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,051 | $11.4 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 3,125 | $11.4 萬 | <0.1% | – |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | COM | 4,420 | $11.3 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 800 | $11.1 萬 | <0.1% | 歷史 |
| ALLAllstate Corp | Stock | 800 | $11.1 萬 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 3,168 | $11.1 萬 | <0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 2,400 | $10.9 萬 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,450 | $10.8 萬 | <0.1% | – |
| NADNuveen Quality Municipal Income Fund | COM | 7,829 | $10.5 萬 | <0.1% | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 4,365 | $10.3 萬 | <0.1% | – |
| UUnity Software Inc. | COM | 1,000 | $9.92 萬 | <0.1% | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 1,700 | $9.86 萬 | <0.1% | 歷史 |
| BRCCBRC Inc. | COM CL A | 4,700 | $9.81 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 425 | $9.68 萬 | <0.1% | – |
| NMAINuveen Multi-Asset Income Fund | COM | 5,956 | $9.65 萬 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 1,169 | $9.57 萬 | <0.1% | – |
| First Tr Exchange-Traded FD336917109 | SHS | 2,550 | $9.55 萬 | <0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 725 | $9.45 萬 | <0.1% | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 1,505 | $9.42 萬 | <0.1% | – |
| BIDUBaidu, Inc. | ADR | 700 | $9.26 萬 | <0.1% | 歷史 |
| PKGPackaging Corp of America | Stock | 590 | $9.21 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 1,802 | $9.10 萬 | <0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,150 | $9.07 萬 | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 725 | $9.03 萬 | <0.1% | – |
| CARRCarrier Global Corp | Stock | 1,967 | $9.03 萬 | <0.1% | 歷史 |
| RYRoyal Bank of Canada | Stock | 810 | $8.93 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 458 | $8.91 萬 | <0.1% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,569 | $8.89 萬 | <0.1% | – |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 5,250 | $8.85 萬 | <0.1% | – |
| METMetlife Inc | Stock | 1,258 | $8.85 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 300 | $8.80 萬 | <0.1% | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 1,600 | $8.73 萬 | <0.1% | – |