Leo Wealth, LLC
- SEC CIK
- 0001912202
- 最新申報
- 2026/5/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 286
- 較 2025 年第 2 季 −99
- 總值
- $7.71 億
- 較 2025 年第 2 季 −$5.15 億 (−40.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AFRMAffirm Holdings, Inc. | COM CL A | 924,770 | $6,758 萬 | 8.8% | −73,321−7.3% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 377,107 | $4,466 萬 | 5.8% | −301,539−44.4% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 617,714 | $4,285 萬 | 5.6% | −198,298−24.3% | 減碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 242,356 | $3,157 萬 | 4.1% | −197,603−44.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 164,419 | $3,049 萬 | 4.0% | −218,466−57.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 267,315 | $2,906 萬 | 3.8% | −197,809−42.5% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 471,246 | $2,369 萬 | 3.1% | −62,190−11.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 92,331 | $2,027 萬 | 2.6% | −41,888−31.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 77,349 | $1,970 萬 | 2.6% | −56,501−42.2% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 159,749 | $1,541 萬 | 2.0% | −217,490−57.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 193,969 | $1,426 萬 | 1.8% | −96,761−33.3% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 95,113 | $1,060 萬 | 1.4% | −125,666−56.9% | 減碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 112,721 | $1,054 萬 | 1.4% | −127,989−53.2% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 7,998 | $932.5 萬 | 1.2% | −832−9.4% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 116,089 | $926.4 萬 | 1.2% | −61,247−34.5% | 減碼 | – |
| HONHoneywell International Inc | COM | 42,697 | $898.8 萬 | 1.2% | −588−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,571 | $858.3 萬 | 1.1% | −24,155−59.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 28,053 | $852.5 萬 | 1.1% | −1,058−3.6% | 減碼 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 92,282 | $817.8 萬 | 1.1% | −47,890−34.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,692 | $778.9 萬 | 1.0% | −2,058−15.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 35,613 | $768.5 萬 | 1.0% | −1,674−4.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,153 | $761.8 萬 | 1.0% | −15,602−50.7% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P819 | FTSE CHINA | 283,933 | $738.5 萬 | 1.0% | −27,577−8.9% | 減碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 156,252 | $713.6 萬 | 0.9% | −236,054−60.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 37,663 | $702.7 萬 | 0.9% | −35,741−48.7% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 36,223 | $700.4 萬 | 0.9% | −133−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,190 | $685.2 萬 | 0.9% | −3,948−26.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 24,004 | $583.5 萬 | 0.8% | −4,612−16.1% | 減碼 | 歷史 |
| iShares Inc464286251 | JP MRG EM CRP BD | 123,531 | $571.0 萬 | 0.7% | −82,151−39.9% | 減碼 | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 256,556 | $548.8 萬 | 0.7% | −160,880−38.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,225 | $538.3 萬 | 0.7% | −12,905−53.5% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 101,523 | $520.1 萬 | 0.7% | −20,355−16.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,322 | $502.9 萬 | 0.7% | +34+0.1% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 198,247 | $482.5 萬 | 0.6% | −1,723−0.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,888 | $473.6 萬 | 0.6% | −7,189−47.7% | 減碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 175,785 | $448.6 萬 | 0.6% | +1,740+1.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,567 | $439.5 萬 | 0.6% | −3,453−34.5% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 15,128 | $426.9 萬 | 0.6% | −1,484−8.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 171,934 | $403.5 萬 | 0.5% | +14,769+9.4% | 加碼 | – |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 137,719 | $394.6 萬 | 0.5% | −1,187−0.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,102 | $379.5 萬 | 0.5% | −26−0.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 10,413 | $343.5 萬 | 0.4% | −5,303−33.7% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 38,215 | $341.5 萬 | 0.4% | −30,442−44.3% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 123,875 | $312.0 萬 | 0.4% | −27,612−18.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,368 | $307.4 萬 | 0.4% | −1,527−14.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,184 | $307.3 萬 | 0.4% | −4,174−49.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 53,174 | $305.9 萬 | 0.4% | −72,621−57.7% | 減碼 | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 74,052 | $305.2 萬 | 0.4% | −53,899−42.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 50,712 | $303.9 萬 | 0.4% | −55,096−52.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 8,478 | $301.4 萬 | 0.4% | −1,376−14.0% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 40,439 | $297.1 萬 | 0.4% | −5,302−11.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 12,649 | $292.9 萬 | 0.4% | −9,927−44.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 66,051 | $290.3 萬 | 0.4% | −24,153−26.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 41,758 | $285.7 萬 | 0.4% | −16,155−27.9% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,268 | $284.7 萬 | 0.4% | −7,925−34.2% | 減碼 | – |
| PFEPfizer Inc | Stock | 108,302 | $276.0 萬 | 0.4% | −21,721−16.7% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 18,284 | $266.2 萬 | 0.3% | −109−0.6% | 減碼 | – |
| TAT&T Inc. | Stock | 93,781 | $264.8 萬 | 0.3% | −42,497−31.2% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 14,596 | $260.9 萬 | 0.3% | −1,200−7.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 18,112 | $253.7 萬 | 0.3% | −11−0.1% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 152,246 | $247.1 萬 | 0.3% | −1,146−0.7% | 減碼 | 歷史 |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 110,260 | $244.2 萬 | 0.3% | +39,252+55.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 47,189 | $239.4 萬 | 0.3% | +8,541+22.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,781 | $238.2 萬 | 0.3% | −10,569−51.9% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 51,488 | $235.9 萬 | 0.3% | +16,385+46.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 18,497 | $230.0 萬 | 0.3% | −2,760−13.0% | 減碼 | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102,584 | $229.6 萬 | 0.3% | −2,345−2.2% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 18,382 | $227.5 萬 | 0.3% | −6,973−27.5% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 28,413 | $217.2 萬 | 0.3% | −2,432−7.9% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 68,951 | $216.6 萬 | 0.3% | +34,443+99.8% | 加碼 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 95,401 | $214.8 萬 | 0.3% | −1,709−1.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 19,014 | $214.4 萬 | 0.3% | −30,950−61.9% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,594 | $213.0 萬 | 0.3% | −87−1.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 86,112 | $209.3 萬 | 0.3% | −40,010−31.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,487 | $199.0 萬 | 0.3% | −2,675−8.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 14,821 | $198.5 萬 | 0.3% | −3,278−18.1% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 37,353 | $188.3 萬 | 0.2% | −10,461−21.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,161 | $185.0 萬 | 0.2% | −2,467−37.2% | 減碼 | 歷史 |
| VGMInvesco Trust for Investment Grade Municipals | COM | 181,794 | $184.0 萬 | 0.2% | −52,760−22.5% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 161,121 | $183.5 萬 | 0.2% | −47,280−22.7% | 減碼 | 歷史 |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 171,450 | $177.3 萬 | 0.2% | −52,452−23.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 11,261 | $174.9 萬 | 0.2% | −8,011−41.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,770 | $174.3 萬 | 0.2% | −17,348−45.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 38,101 | $171.8 萬 | 0.2% | −7,131−15.8% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 13,280 | $170.3 萬 | 0.2% | −3,100−18.9% | 減碼 | 歷史 |
| BLEBlackRock Municipal Income Trust II | COM | 162,835 | $170.2 萬 | 0.2% | −49,501−23.3% | 減碼 | 歷史 |
| MVFBlackRock Munivest Fund, Inc. | COM | 247,632 | $169.9 萬 | 0.2% | −75,194−23.3% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 17,511 | $169.1 萬 | 0.2% | +58+0.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,007 | $153.1 萬 | 0.2% | −2,099−51.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,803 | $151.5 萬 | 0.2% | −4,950−50.8% | 減碼 | 歷史 |
| iShares Tr46435U432 | IBONDS DEC 25 | 56,526 | $151.4 萬 | 0.2% | 00.0% | 不變 | – |
| VICIVici Properties Inc. | COM | 46,416 | $151.4 萬 | 0.2% | +39,145+538.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,227 | $147.5 萬 | 0.2% | −13,971−33.9% | 減碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 67,083 | $147.3 萬 | 0.2% | +7,472+12.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,744 | $147.1 萬 | 0.2% | +733+2.7% | 加碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 32,882 | $146.3 萬 | 0.2% | −531−1.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,836 | $146.2 萬 | 0.2% | −1,016−35.6% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 32,412 | $145.9 萬 | 0.2% | +916+2.9% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 22,353 | $145.3 萬 | 0.2% | +1,569+7.5% | 加碼 | – |
| SNYSanofi | SPONSORED ADR | 30,261 | $142.8 萬 | 0.2% | +2,919+10.7% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（118 檔）
2025 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 118 檔。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 366,552 | $2,664 萬 | 2.1% | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 267,931 | $1,677 萬 | 1.3% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 553,870 | $1,618 萬 | 1.3% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 598,265 | $1,237 萬 | 1.0% | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 252,279 | $588.6 萬 | 0.5% | – |
| EMREmerson Electric Co | Stock | 37,574 | $501.0 萬 | 0.4% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 217,208 | $478.9 萬 | 0.4% | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 206,218 | $475.7 萬 | 0.4% | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 151,944 | $456.6 萬 | 0.4% | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 87,289 | $410.8 萬 | 0.3% | – |
| CCICrown Castle Inc. | REIT | 37,115 | $381.3 萬 | 0.3% | 歷史 |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 95,729 | $350.6 萬 | 0.3% | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 59,202 | $321.5 萬 | 0.2% | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 14,225 | $319.9 萬 | 0.2% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 36,298 | $291.2 萬 | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 137,037 | $267.5 萬 | 0.2% | – |
| UBERUber Technologies, Inc | Stock | 21,305 | $198.8 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,260 | $198.0 萬 | 0.2% | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 41,099 | $177.6 萬 | 0.1% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,032 | $173.4 萬 | 0.1% | – |
| ASMLASML Holding NV | ADR | 2,009 | $161.0 萬 | 0.1% | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 29,345 | $139.3 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 62,384 | $134.3 萬 | 0.1% | – |
| FISVFiserv Inc | Stock | 7,344 | $126.6 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 18,776 | $111.2 萬 | 0.1% | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,646 | $86.4 萬 | 0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 19,957 | $83.0 萬 | 0.1% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,970 | $81.7 萬 | 0.1% | – |
| RTXRTX Corp | Stock | 5,336 | $77.9 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,470 | $76.6 萬 | 0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 41,167 | $74.6 萬 | 0.1% | 歷史 |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 14,183 | $72.1 萬 | 0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,979 | $70.7 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 10,924 | $65.3 萬 | 0.1% | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 16,907 | $56.2 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 22,066 | $54.1 萬 | <0.1% | – |
| CVSCVS Health Corp | Stock | 7,793 | $53.8 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 23,216 | $52.7 萬 | <0.1% | – |
| CATCaterpillar Inc | Stock | 1,299 | $50.4 萬 | <0.1% | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 9,799 | $49.3 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 15,101 | $48.0 萬 | <0.1% | – |
| ENBEnbridge Inc | Stock | 10,534 | $47.7 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,013 | $47.7 萬 | <0.1% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 19,321 | $47.2 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 5,342 | $46.6 萬 | <0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,624 | $46.2 萬 | <0.1% | 歷史 |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 11,870 | $45.7 萬 | <0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,490 | $45.5 萬 | <0.1% | – |
| LOWLowes Companies Inc | Stock | 1,970 | $43.7 萬 | <0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 1,211 | $43.2 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 10,113 | $42.9 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 5,415 | $41.9 萬 | <0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 4,123 | $41.6 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,233 | $41.6 萬 | <0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 8,266 | $41.4 萬 | <0.1% | – |
| KHCKraft Heinz Co | Stock | 15,446 | $39.9 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,798 | $39.8 萬 | <0.1% | – |
| iShares Tr46434V886 | HDG MSCI JAPAN | 8,465 | $37.9 萬 | <0.1% | – |
| GNTYGuaranty Bancshares Inc | COM | 8,760 | $37.2 萬 | <0.1% | 歷史 |
| PARPar Technology Corp | COM | 5,316 | $36.9 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 3,999 | $35.9 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,429 | $35.5 萬 | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,572 | $35.1 萬 | <0.1% | – |
| TXNTexas Instruments Inc | Stock | 1,680 | $34.9 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 7,303 | $34.6 萬 | <0.1% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,220 | $34.5 萬 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,414 | $34.1 萬 | <0.1% | – |
| KKellanova | Stock | 4,274 | $34.0 萬 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 4,444 | $33.6 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 10,117 | $33.4 萬 | <0.1% | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 7,163 | $33.0 萬 | <0.1% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,743 | $33.0 萬 | <0.1% | – |
| TGTTarget Corp | Stock | 3,310 | $32.7 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 7,389 | $31.2 萬 | <0.1% | – |
| METMetlife Inc | Stock | 3,791 | $30.5 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 11,364 | $30.1 萬 | <0.1% | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 3,534 | $29.8 萬 | <0.1% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,090 | $29.5 萬 | <0.1% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,164 | $29.2 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 14,178 | $29.1 萬 | <0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,758 | $28.8 萬 | <0.1% | – |
| CLXClorox Co | Stock | 2,372 | $28.5 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 3,079 | $28.2 萬 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,012 | $27.0 萬 | <0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,975 | $26.6 萬 | <0.1% | – |
| OMCOmnicom Group Inc. | COM | 3,689 | $26.5 萬 | <0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 172 | $26.2 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 8,084 | $25.7 萬 | <0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 8,712 | $25.6 萬 | <0.1% | 歷史 |
| ESEversource Energy | Stock | 4,015 | $25.5 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 872 | $25.4 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 819 | $25.3 萬 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 714 | $25.0 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072307 | US QUALITY GROW | 2,293 | $25.0 萬 | <0.1% | – |
| DISWalt Disney Co | Stock | 2,004 | $24.8 萬 | <0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,336 | $24.5 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,692 | $24.1 萬 | <0.1% | – |
| UNPUnion Pacific Corp | Stock | 1,024 | $23.6 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 831 | $23.3 萬 | <0.1% | – |
| OKEONEOK Inc | COM | 2,816 | $23.0 萬 | <0.1% | 歷史 |