Simplicity Wealth,LLC
- SEC CIK
- 0001913243
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/30 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 700
- 較 2025 年第 3 季 −9
- 總值
- $16.8 億
- 較 2025 年第 3 季 −$5,011 萬 (−2.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 62,004 | $163.3 萬 | 0.1% | −6,806−9.9% | 減碼 | – |
| John Hancock Exchange Traded47804J842 | MULTIFACTR SML | 39,574 | $166.2 萬 | 0.1% | +11,609+41.5% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 7,253 | $167.8 萬 | 0.1% | −867−10.7% | 減碼 | 歷史 |
| John Hancock Exchange Traded47804J818 | CORPORATE BD | 78,047 | $167.9 萬 | 0.1% | +26,539+51.5% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 17,630 | $168.1 萬 | 0.1% | −700−3.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,596 | $169.7 萬 | 0.1% | +513+8.4% | 加碼 | 歷史 |
| Pacer FDS Tr69374H568 | SWAN SOS FD OF | 52,521 | $169.8 萬 | 0.1% | −5,836−10.0% | 減碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 22,930 | $170.7 萬 | 0.1% | −6,088−21.0% | 減碼 | 歷史 |
| Zacks Trust98888G105 | EARNGS CONSTANT | 49,491 | $172.0 萬 | 0.1% | −9,343−15.9% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 31,637 | $176.5 萬 | 0.1% | +6,013+23.5% | 加碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3,971 | $176.6 萬 | 0.1% | −2,670−40.2% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,678 | $180.8 萬 | 0.1% | −195−1.6% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,065 | $181.5 萬 | 0.1% | +120+6.2% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 16,093 | $182.0 萬 | 0.1% | −2,284−12.4% | 減碼 | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 38,243 | $183.5 萬 | 0.1% | +704+1.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,632 | $184.6 萬 | 0.1% | −22,192−51.8% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 3,900 | $188.6 萬 | 0.1% | −278−6.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 8,731 | $189.6 萬 | 0.1% | −1,439−14.1% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 8,284 | $190.4 萬 | 0.1% | −2,492−23.1% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 70,935 | $194.2 萬 | 0.1% | +1,105+1.6% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 13,083 | $194.9 萬 | 0.1% | +13,083 | 新進 | – |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 77,425 | $197.3 萬 | 0.1% | −2,580−3.2% | 減碼 | – |
| NLYAnnaly Capital Management Inc | REIT | 89,094 | $199.2 萬 | 0.1% | +21,013+30.9% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 12,175 | $202.5 萬 | 0.1% | +1,314+12.1% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 25,343 | $204.3 萬 | 0.1% | −10,057−28.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 43,775 | $205.1 萬 | 0.1% | +6,060+16.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 103,725 | $206.4 萬 | 0.1% | +17,511+20.3% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 49,089 | $209.6 萬 | 0.1% | +18,811+62.1% | 加碼依 2 比 1 拆股換算 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 66,300 | $217.0 萬 | 0.1% | +27,471+70.7% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 15,932 | $218.2 萬 | 0.1% | +2,736+20.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 3,815 | $218.6 萬 | 0.1% | −774−16.9% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,956 | $219.0 萬 | 0.1% | −325−4.5% | 減碼 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 80,151 | $224.9 萬 | 0.1% | −13,319−14.2% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 31,785 | $225.6 萬 | 0.1% | +5,582+21.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 19,708 | $225.7 萬 | 0.1% | −215−1.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,809 | $227.2 萬 | 0.1% | +2,141+32.1% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 15,885 | $227.7 萬 | 0.1% | −348−2.1% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 23,862 | $229.7 萬 | 0.1% | +1,507+6.7% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 23,946 | $230.3 萬 | 0.1% | +1,097+4.8% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 18,448 | $231.1 萬 | 0.1% | +1,896+11.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 44,660 | $235.1 萬 | 0.1% | −34,456−43.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,769 | $236.7 萬 | 0.1% | −2,151−16.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F169 | FT VEST INTL ETF | 106,983 | $237.9 萬 | 0.1% | +5,520+5.4% | 加碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 50,368 | $238.8 萬 | 0.1% | +18,415+57.6% | 加碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 91,527 | $239.6 萬 | 0.1% | −37,657−29.1% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 61,117 | $241.1 萬 | 0.1% | +3,709+6.5% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 16,841 | $241.7 萬 | 0.1% | −3,030−15.2% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 58,772 | $242.6 萬 | 0.1% | −80,685−57.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 42,105 | $242.8 萬 | 0.1% | −6,393−13.2% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 28,604 | $244.2 萬 | 0.1% | −568−1.9% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 49,572 | $247.9 萬 | 0.1% | +2,927+6.3% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 25,694 | $249.8 萬 | 0.1% | −338−1.3% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 65,800 | $250.2 萬 | 0.1% | +39+0.1% | 加碼 | – |
| AGNCAGNC Investment Corp. | REIT | 234,902 | $251.8 萬 | 0.2% | +30,954+15.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,238 | $255.6 萬 | 0.2% | +1,462+38.7% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 111,934 | $261.6 萬 | 0.2% | +6,896+6.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 45,887 | $265.7 萬 | 0.2% | +8,936+24.2% | 加碼 | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 53,044 | $266.7 萬 | 0.2% | +6,387+13.7% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 101,408 | $268.4 萬 | 0.2% | +8,736+9.4% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 78,481 | $270.4 萬 | 0.2% | +1,859+2.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 25,413 | $271.2 萬 | 0.2% | −2,266−8.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,186 | $274.4 萬 | 0.2% | −2,136−20.7% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 84,334 | $280.8 萬 | 0.2% | +13,811+19.6% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 73,057 | $281.7 萬 | 0.2% | +8,568+13.3% | 加碼 | – |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 45,572 | $282.4 萬 | 0.2% | −3,548−7.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 45,649 | $285.2 萬 | 0.2% | +4,247+10.3% | 加碼 | – |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 37,086 | $286.9 萬 | 0.2% | −2,576−6.5% | 減碼 | – |
| SHOPShopify Inc. | Stock | 17,909 | $288.3 萬 | 0.2% | −6,476−26.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 29,024 | $288.8 萬 | 0.2% | +455+1.6% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 62,803 | $289.1 萬 | 0.2% | +18,861+42.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 121,020 | $290.9 萬 | 0.2% | +5,161+4.5% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 36,011 | $292.3 萬 | 0.2% | −32,922−47.8% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C887 | CCC RT USD HI YL | 77,296 | $293.9 萬 | 0.2% | +14,501+23.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 72,923 | $297.0 萬 | 0.2% | +6,076+9.1% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 59,198 | $297.7 萬 | 0.2% | +6,180+11.7% | 加碼 | – |
| DISWalt Disney Co | Stock | 26,327 | $299.5 萬 | 0.2% | +3,544+15.6% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 57,910 | $305.6 萬 | 0.2% | +1,549+2.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,313 | $311.6 萬 | 0.2% | +3,150+23.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 56,941 | $323.5 萬 | 0.2% | +3,528+6.6% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 75,256 | $328.4 萬 | 0.2% | +40,555+116.9% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 85,730 | $328.5 萬 | 0.2% | −8,601−9.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 55,193 | $328.6 萬 | 0.2% | −1,712−3.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,846 | $330.4 萬 | 0.2% | −2,887−37.3% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 15,990 | $336.3 萬 | 0.2% | −2,734−14.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 98,985 | $339.1 萬 | 0.2% | +17,417+21.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 56,811 | $340.5 萬 | 0.2% | −9,971−14.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 34,277 | $342.4 萬 | 0.2% | +1,672+5.1% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 69,272 | $343.9 萬 | 0.2% | −18,093−20.7% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 40,775 | $345.1 萬 | 0.2% | −4,340−9.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 11,415 | $348.9 萬 | 0.2% | +1,275+12.6% | 加碼 | 歷史 |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 80,249 | $349.4 萬 | 0.2% | +10,113+14.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 10,649 | $351.5 萬 | 0.2% | +1,202+12.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 64,678 | $354.2 萬 | 0.2% | +13,445+26.2% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 107,381 | $355.2 萬 | 0.2% | −2,953−2.7% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 82,970 | $355.5 萬 | 0.2% | +59,961+260.6% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 84,429 | $359.3 萬 | 0.2% | −42,417−33.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 18,507 | $367.6 萬 | 0.2% | −14,876−44.6% | 減碼 | – |
| RTXRTX Corp | Stock | 20,167 | $369.9 萬 | 0.2% | −3,932−16.3% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 55,907 | $378.2 萬 | 0.2% | +640+1.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 25,298 | $385.6 萬 | 0.2% | +1,182+4.9% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（93 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435G268 | RUSEL 2500 ETF | 169,570 | $1,250 萬 | 0.7% | – |
| INSGInseego Corp. | COM NEW | 761,483 | $1,140 萬 | 0.7% | 歷史 |
| FHNFirst Horizon Corp | COM | 312,005 | $705.4 萬 | 0.4% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 111,163 | $244.7 萬 | 0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 38,060 | $201.8 萬 | 0.1% | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 27,109 | $155.9 萬 | 0.1% | – |
| iShares Tr46435U853 | BROAD USD HIGH | 37,361 | $141.2 萬 | 0.1% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,121 | $125.3 萬 | 0.1% | – |
| PTONPeloton Interactive, Inc. | CL A COM | 133,078 | $119.8 萬 | 0.1% | 歷史 |
| NTRSNorthern Trust Corp | COM | 7,246 | $97.5 萬 | 0.1% | 歷史 |
| CLXClorox Co | Stock | 7,828 | $96.5 萬 | 0.1% | 歷史 |
| MARAMARA Holdings, Inc. | COM | 51,620 | $94.3 萬 | 0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 10,000 | $75.8 萬 | <0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,549 | $65.0 萬 | <0.1% | – |
| Zacks Trust98888G808 | FOCUS GROWTH ETF | 21,894 | $64.2 萬 | <0.1% | – |
| VLOValero Energy Corp | Stock | 3,705 | $63.1 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 28,192 | $61.4 萬 | <0.1% | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 25,980 | $60.7 萬 | <0.1% | – |
| ZTSZoetis Inc. | Stock | 4,035 | $59.0 萬 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,411 | $58.5 萬 | <0.1% | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 15,740 | $55.8 萬 | <0.1% | – |
| NXPLNextPlat Corp | COM NEW | 600,000 | $49.7 萬 | <0.1% | 歷史 |
| iShares Ibonds 2028 Term High Yield and Income ETF46436E387 | ETF | 20,664 | $49.3 萬 | <0.1% | – |
| TPRTapestry, Inc. | COM | 4,338 | $49.1 萬 | <0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,454 | $49.1 萬 | <0.1% | – |
| SAPSAP SE | ADR | 1,756 | $46.9 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,470 | $43.1 萬 | <0.1% | – |
| RLRalph Lauren Corp | CL A | 1,371 | $43.0 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,410 | $43.0 萬 | <0.1% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 17,020 | $41.8 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,333 | $41.8 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,367 | $41.7 萬 | <0.1% | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 16,772 | $41.6 萬 | <0.1% | 歷史 |
| JBLJabil Inc | Stock | 1,854 | $40.3 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V202 | ST STR INCOM ETF | 12,146 | $40.2 萬 | <0.1% | – |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 13,003 | $40.2 萬 | <0.1% | – |
| iShares Tr46438G653 | IBONDS DEC 2034 | 15,130 | $40.0 萬 | <0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,884 | $39.3 萬 | <0.1% | – |
| MPCMarathon Petroleum Corp | Stock | 2,031 | $39.1 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,599 | $39.1 萬 | <0.1% | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,745 | $37.7 萬 | <0.1% | – |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 30,000 | $37.6 萬 | <0.1% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 2,205 | $37.1 萬 | <0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,000 | $35.4 萬 | <0.1% | – |
| EBAYeBay Inc | COM | 3,763 | $34.2 萬 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 4,882 | $32.7 萬 | <0.1% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 7,337 | $31.8 萬 | <0.1% | – |
| Managed Portfolio Ser56167N183 | KENS HE PREM ETF | 12,342 | $31.5 萬 | <0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 3,908 | $30.4 萬 | <0.1% | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 28,527 | $30.1 萬 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 4,938 | $30.0 萬 | <0.1% | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 4,799 | $29.9 萬 | <0.1% | 歷史 |
| RELYRemitly Global, Inc. | COM | 18,252 | $29.8 萬 | <0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,387 | $29.6 萬 | <0.1% | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,397 | $29.2 萬 | <0.1% | – |
| MSCIMSCI Inc. | Stock | 491 | $27.9 萬 | <0.1% | 歷史 |
| FPIFarmland Partners Inc. | COM | 25,000 | $27.2 萬 | <0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,687 | $26.6 萬 | <0.1% | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 6,319 | $26.5 萬 | <0.1% | – |
| CSLCarlisle Companies Inc | COM | 800 | $26.3 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,181 | $26.3 萬 | <0.1% | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 5,442 | $26.0 萬 | <0.1% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,492 | $25.7 萬 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,679 | $25.3 萬 | <0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,346 | $25.0 萬 | <0.1% | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 200 | $24.7 萬 | <0.1% | 歷史 |
| ARK ETF Tr00214Q807 | SPACE & DEFENSE | 8,571 | $24.5 萬 | <0.1% | – |
| AMTAmerican Tower Corp | REIT | 1,258 | $24.2 萬 | <0.1% | 歷史 |
| LRNStride, Inc. | COM | 1,610 | $24.0 萬 | <0.1% | 歷史 |
| VSTVistra Corp. | Stock | 1,217 | $23.8 萬 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,138 | $23.7 萬 | <0.1% | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 9,225 | $23.6 萬 | <0.1% | – |
| WDAYWorkday, Inc. | CL A | 979 | $23.6 萬 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 2,959 | $23.2 萬 | <0.1% | 歷史 |
| iShares Inc464286517 | JP MORGAN EM ETF | 5,550 | $22.9 萬 | <0.1% | – |
| TNGXTango Therapeutics, Inc. | COM | 26,961 | $22.6 萬 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 646 | $22.4 萬 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,541 | $21.7 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 8,319 | $21.7 萬 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 2,137 | $21.4 萬 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,232 | $20.9 萬 | <0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,837 | $20.8 萬 | <0.1% | – |
| Manager Directed Portfolios56170L612 | SWP GROWTH & INC | 7,525 | $20.8 萬 | <0.1% | – |
| KMBKimberly Clark Corp | Stock | 1,672 | $20.8 萬 | <0.1% | 歷史 |
| RUSHARush Enterprises Inc | CL A | 3,865 | $20.7 萬 | <0.1% | 歷史 |
| CRCTCricut, Inc. | COM CL A | 17,067 | $10.7 萬 | <0.1% | 歷史 |
| KMDAKamada Ltd | SHS | 10,132 | $7.03 萬 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 16,686 | $4.84 萬 | <0.1% | 歷史 |
| VSTSVestis Corp | COM SHS | 10,236 | $4.64 萬 | <0.1% | 歷史 |
| EGYVaalco Energy Inc | COM NEW | 10,839 | $4.36 萬 | <0.1% | 歷史 |
| Orbsat Corp68557F118 | *W EXP 04/29/202 | 600,000 | $2.48 萬 | <0.1% | – |
| TLRYTilray Brands, Inc. | COM CL 2 | 11,544 | $2.00 萬 | <0.1% | 歷史 |
| OPKOpko Health, Inc. | COM | 10,000 | $1.55 萬 | <0.1% | 歷史 |