Collaborative Wealth Managment Inc.
- SEC CIK
- 0001896419
- 最新申報
- 2026/8/5
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 160
- 較 2025 年第 4 季 −79
- 總值
- $2.17 億
- 較 2025 年第 4 季 −$6,664 萬 (−23.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 376,767 | $1,862 萬 | 8.6% | +349,076+1,260.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 567,904 | $1,407 萬 | 6.5% | +341,030+150.3% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 132,483 | $1,370 萬 | 6.3% | +99,657+303.6% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 291,410 | $1,330 萬 | 6.1% | +47,571+19.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 97,800 | $1,080 萬 | 5.0% | +5,073+5.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 175,072 | $1,037 萬 | 4.8% | +264+0.2% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 101,429 | $817.3 萬 | 3.8% | +11,146+12.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 63,796 | $624.6 萬 | 2.9% | −47,561−42.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 105,937 | $599.4 萬 | 2.8% | −86,293−44.9% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 23,161 | $550.4 萬 | 2.5% | −12,052−34.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,075 | $534.9 萬 | 2.5% | −7,148−25.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 57,934 | $458.0 萬 | 2.1% | −39,877−40.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 74,629 | $457.6 萬 | 2.1% | −46,139−38.2% | 減碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 37,858 | $454.5 萬 | 2.1% | +5,533+17.1% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 38,379 | $355.7 萬 | 1.6% | +5,981+18.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,876 | $338.0 萬 | 1.6% | −1,107−9.2% | 減碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 39,745 | $293.9 萬 | 1.4% | +6,288+18.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 44,607 | $252.8 萬 | 1.2% | +28,002+168.6% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 48,576 | $246.8 萬 | 1.1% | −7,242−13.0% | 減碼 | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 59,333 | $239.5 萬 | 1.1% | +1,226+2.1% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 87,366 | $216.7 萬 | 1.0% | −233,292−72.8% | 減碼 | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 57,575 | $203.9 萬 | 0.9% | +57,575 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,334 | $203.2 萬 | 0.9% | −803−11.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 77,253 | $177.5 萬 | 0.8% | −12,494−13.9% | 減碼 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 35,139 | $174.6 萬 | 0.8% | +9,694+38.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 27,832 | $170.5 萬 | 0.8% | −596−2.1% | 減碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 75,272 | $168.5 萬 | 0.8% | −117,506−61.0% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 55,921 | $160.3 萬 | 0.7% | −2,791−4.8% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 26,830 | $135.1 萬 | 0.6% | −50,712−65.4% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,612 | $127.5 萬 | 0.6% | −954−10.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 25,013 | $117.3 萬 | 0.5% | +56+0.2% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 31,863 | $106.9 萬 | 0.5% | −302−0.9% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,946 | $106.4 萬 | 0.5% | −758−13.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,821 | $105.1 萬 | 0.5% | −656−26.5% | 減碼 | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 41,182 | $103.4 萬 | 0.5% | −155,791−79.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,696 | $100.2 萬 | 0.5% | −864−24.3% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 7,278 | $98.8 萬 | 0.5% | −1,984−21.4% | 減碼 | – |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 23,804 | $96.9 萬 | 0.4% | +16,682+234.2% | 加碼 | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 38,877 | $96.4 萬 | 0.4% | −270−0.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 19,100 | $95.5 萬 | 0.4% | −145−0.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 18,451 | $94.1 萬 | 0.4% | −205−1.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 6,959 | $91.3 萬 | 0.4% | 00.0% | 不變 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,331 | $91.1 萬 | 0.4% | −1,797−9.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,337 | $87.0 萬 | 0.4% | −316−19.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 21,184 | $84.3 萬 | 0.4% | 00.0% | 不變 | – |
| Ssga Active Tr78470P846 | ST STR BLACK ETF | 27,195 | $75.7 萬 | 0.3% | −83,316−75.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,265 | $75.6 萬 | 0.3% | −501−28.4% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,076 | $75.1 萬 | 0.3% | −87−7.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 4,267 | $74.4 萬 | 0.3% | −5,948−58.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 14,730 | $71.2 萬 | 0.3% | −430−2.8% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,814 | $69.8 萬 | 0.3% | −82−1.7% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,042 | $65.4 萬 | 0.3% | −362−8.2% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 36,673 | $62.9 萬 | 0.3% | −24,676−40.2% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 13,616 | $62.5 萬 | 0.3% | −21,423−61.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,436 | $60.4 萬 | 0.3% | −3,148−56.4% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 15,945 | $60.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 12,008 | $60.2 萬 | 0.3% | −1,859−13.4% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,094 | $60.0 萬 | 0.3% | +5+0.1% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 32,294 | $59.4 萬 | 0.3% | −160,274−83.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,046 | $59.3 萬 | 0.3% | −38−0.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,149 | $58.0 萬 | 0.3% | −3,370−51.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,606 | $56.6 萬 | 0.3% | −294−10.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,300 | $55.9 萬 | 0.3% | +23+1.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,483 | $54.9 萬 | 0.3% | −2,582−63.5% | 減碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 2,488 | $54.4 萬 | 0.3% | +103+4.3% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,465 | $54.3 萬 | 0.3% | −510−25.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,049 | $53.6 萬 | 0.2% | −25,263−83.3% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 5,340 | $52.5 萬 | 0.2% | −1,850−25.7% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,818 | $51.1 萬 | 0.2% | −3,103−34.8% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,838 | $50.1 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 25,659 | $48.8 萬 | 0.2% | −139,711−84.5% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 8,118 | $48.5 萬 | 0.2% | +8,118 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 2,807 | $47.6 萬 | 0.2% | −2,511−47.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,321 | $46.9 萬 | 0.2% | −1,177−13.9% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 4,770 | $46.1 萬 | 0.2% | −26,071−84.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,742 | $45.5 萬 | 0.2% | −349−4.9% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,802 | $45.3 萬 | 0.2% | −990−17.1% | 減碼 | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 17,709 | $45.2 萬 | 0.2% | +1,647+10.3% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,042 | $44.6 萬 | 0.2% | −2,120−19.0% | 減碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 8,029 | $43.9 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 14,723 | $42.8 萬 | 0.2% | −961−6.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 893 | $42.8 萬 | 0.2% | −801−47.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 3,900 | $42.8 萬 | 0.2% | −1,457−27.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 19,086 | $42.4 萬 | 0.2% | −86,802−82.0% | 減碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 10,655 | $41.7 萬 | 0.2% | −34,779−76.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 949 | $41.5 萬 | 0.2% | −742−43.9% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,896 | $41.4 萬 | 0.2% | −530−8.2% | 減碼 | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 8,995 | $41.0 萬 | 0.2% | −48,057−84.2% | 減碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,639 | $40.8 萬 | 0.2% | −28,298−85.9% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,795 | $40.4 萬 | 0.2% | +233+6.5% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 8,762 | $39.7 萬 | 0.2% | +8,762 | 新進 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,241 | $38.8 萬 | 0.2% | 00.0% | 不變 | – |
| CLFCleveland-Cliffs Inc. | COM | 44,905 | $37.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 7,705 | $37.5 萬 | 0.2% | −19,810−72.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,891 | $36.5 萬 | 0.2% | −11−0.3% | 減碼 | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 2,115 | $36.3 萬 | 0.2% | +35+1.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,843 | $36.2 萬 | 0.2% | −1,515−45.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,898 | $36.0 萬 | 0.2% | −270−8.5% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 29,828 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 9,886 | $35.5 萬 | 0.2% | −216−2.1% | 減碼 | – |
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。
2025 年第 4 季之後清倉（88 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 47,850 | $212.9 萬 | 0.8% | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 40,505 | $181.5 萬 | 0.6% | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 23,161 | $148.5 萬 | 0.5% | – |
| HDHome Depot, Inc. | Stock | 2,975 | $102.4 萬 | 0.4% | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 20,740 | $100.4 萬 | 0.4% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,381 | $94.6 萬 | 0.3% | – |
| JPMJPMorgan Chase & Co | Stock | 2,515 | $81.0 萬 | 0.3% | 歷史 |
| SHELShell plc | ADR | 9,104 | $66.9 萬 | 0.2% | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,888 | $65.3 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,750 | $60.9 萬 | 0.2% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 4,230 | $59.7 萬 | 0.2% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,029 | $56.6 萬 | 0.2% | – |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 30,665 | $56.3 萬 | 0.2% | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,057 | $53.4 萬 | 0.2% | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 9,301 | $51.2 萬 | 0.2% | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 4,402 | $50.7 萬 | 0.2% | – |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 6,381 | $48.6 萬 | 0.2% | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,457 | $48.5 萬 | 0.2% | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 20,127 | $47.6 萬 | 0.2% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 5,736 | $47.3 萬 | 0.2% | – |
| MAMastercard Inc | Stock | 815 | $46.5 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 18,676 | $46.5 萬 | 0.2% | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 14,620 | $43.6 萬 | 0.2% | – |
| CSCOCisco Systems, Inc. | Stock | 5,654 | $43.6 萬 | 0.2% | 歷史 |
| NEENextera Energy Inc | Stock | 5,226 | $42.0 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 7,632 | $41.9 萬 | 0.1% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 10,144 | $41.9 萬 | 0.1% | – |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 8,341 | $41.4 萬 | 0.1% | – |
| First Tr Exchange Traded FD33738R738 | FIRST TRUST S&P | 11,427 | $40.9 萬 | 0.1% | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 3,213 | $39.9 萬 | 0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,359 | $39.4 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 7,154 | $39.3 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 1,598 | $38.7 萬 | 0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 444 | $38.3 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,717 | $37.3 萬 | 0.1% | 歷史 |
| Neos ETF Trust78433H576 | NASDAQ 100 HDGD | 6,756 | $36.7 萬 | 0.1% | – |
| PGProcter & Gamble Co | Stock | 2,509 | $36.0 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,509 | $35.4 萬 | 0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 4,462 | $34.3 萬 | 0.1% | – |
| TJXTJX Companies Inc | Stock | 2,111 | $32.4 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 9,610 | $31.7 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 8,964 | $30.1 萬 | 0.1% | – |
| VVisa Inc. | Stock | 845 | $29.6 萬 | 0.1% | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,760 | $29.6 萬 | 0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 506 | $29.3 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 988 | $29.3 萬 | 0.1% | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 16,567 | $29.1 萬 | 0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 611 | $28.9 萬 | 0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,450 | $28.9 萬 | 0.1% | – |
| Global X FDS37954Y269 | NASDQ 100 CVRDGW | 10,545 | $28.7 萬 | 0.1% | – |
| VanEck ETF Trust92189H748 | CLO ETF | 5,366 | $28.3 萬 | 0.1% | – |
| KLACKLA Corp | COM NEW | 232 | $28.2 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 10,838 | $28.1 萬 | 0.1% | – |
| CTASCintas Corp | Stock | 1,461 | $27.5 萬 | 0.1% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,091 | $27.3 萬 | 0.1% | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 5,772 | $27.1 萬 | 0.1% | – |
| SYKStryker Corp | Stock | 762 | $26.8 萬 | 0.1% | 歷史 |
| Calamos ETF Tr12811T571 | AUTOC INCOM ETF | 9,796 | $26.2 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 1,290 | $26.2 萬 | 0.1% | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 1,742 | $25.7 萬 | 0.1% | – |
| DISWalt Disney Co | Stock | 2,253 | $25.6 萬 | 0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,448 | $25.6 萬 | 0.1% | – |
| EQIXEquinix Inc | COM | 326 | $25.0 萬 | 0.1% | 歷史 |
| Morgan Stanley ETF Trust61774R817 | EAT INC OPP ETF | 4,938 | $24.9 萬 | 0.1% | – |
| VZVerizon Communications Inc | Stock | 6,091 | $24.8 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,084 | $24.8 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,433 | $24.5 萬 | 0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 534 | $24.2 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 6,601 | $23.9 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,080 | $23.8 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 919 | $23.7 萬 | 0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,126 | $23.7 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 1,212 | $23.6 萬 | 0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,436 | $23.5 萬 | 0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,070 | $22.9 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,495 | $22.8 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 831 | $22.0 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 666 | $22.0 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 388 | $22.0 萬 | 0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,069 | $21.8 萬 | 0.1% | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 4,871 | $21.7 萬 | 0.1% | – |
| DUKDuke Energy CORP | Stock | 1,852 | $21.7 萬 | 0.1% | 歷史 |
| iShares Inc464286665 | MSCI PAC JP ETF | 4,301 | $21.7 萬 | 0.1% | – |
| PWRQuanta Services, Inc. | COM | 511 | $21.6 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,091 | $21.0 萬 | 0.1% | – |
| CSXCSX Corp | Stock | 5,714 | $20.7 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 6,458 | $20.5 萬 | 0.1% | – |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 10,071 | $12.9 萬 | <0.1% | 歷史 |