Castle Wealth Management LLC
- SEC CIK
- 0001936420
- 最新申報
- 2026/7/31
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 110
- 較 2022 年第 3 季 −619
- 總值
- $1.59 億
- 較 2022 年第 3 季 −$583.1 萬 (−3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 252,846 | $1,271 萬 | 8.0% | +14,796+6.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 48,021 | $1,162 萬 | 7.3% | −29−0.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 235,487 | $1,063 萬 | 6.7% | −8,760−3.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 23,858 | $916.6 萬 | 5.8% | +612+2.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 60,009 | $567.9 萬 | 3.6% | +608+1.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 115,312 | $484.0 萬 | 3.0% | +563+0.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J726 | RAFI STRG US ETF | 179,709 | $482.7 萬 | 3.0% | +61,835+52.5% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 159,967 | $416.7 萬 | 2.6% | +16,972+11.9% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 101,811 | $416.4 萬 | 2.6% | −50,435−33.1% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 54,845 | $408.7 萬 | 2.6% | +11,459+26.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 76,121 | $404.9 萬 | 2.5% | −7,910−9.4% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 77,135 | $356.8 萬 | 2.2% | +13,769+21.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 25,849 | $335.9 萬 | 2.1% | −3,380−11.6% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 64,153 | $320.8 萬 | 2.0% | +4,900+8.3% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 109,102 | $317.2 萬 | 2.0% | −55,438−33.7% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 66,755 | $297.7 萬 | 1.9% | +31,614+90.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,633 | $283.1 萬 | 1.8% | −1,949−15.5% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 17,505 | $265.5 萬 | 1.7% | 00.0% | 不變 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 38,125 | $260.5 萬 | 1.6% | +7,450+24.3% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 22,470 | $246.1 萬 | 1.5% | +992+4.6% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 43,084 | $232.1 萬 | 1.5% | +3,213+8.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,595 | $206.1 萬 | 1.3% | −496−5.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,617 | $197.7 萬 | 1.2% | −1,427−8.9% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 13,317 | $193.2 萬 | 1.2% | +194+1.5% | 加碼 | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 51,071 | $187.9 萬 | 1.2% | −10,054−16.4% | 減碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 22,691 | $180.1 萬 | 1.1% | +1,083+5.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,753 | $172.3 萬 | 1.1% | −53−0.5% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 7,440 | $156.6 萬 | 1.0% | 00.0% | 不變 | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 120,084 | $138.1 萬 | 0.9% | −73,203−37.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 13,065 | $121.8 萬 | 0.8% | −522−3.8% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 7,097 | $116.1 萬 | 0.7% | −638−8.2% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 30,617 | $113.1 萬 | 0.7% | +18,989+163.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,402 | $112.7 萬 | 0.7% | −901−9.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,137 | $110.4 萬 | 0.7% | −3,049−18.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,225 | $105.6 萬 | 0.7% | −343−5.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,833 | $98.9 萬 | 0.6% | −536−4.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,536 | $97.2 萬 | 0.6% | +191+4.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,487 | $95.5 萬 | 0.6% | +6+0.2% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 47,267 | $87.3 萬 | 0.5% | +6,113+14.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 13,875 | $77.1 萬 | 0.5% | −2,149−13.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 8,640 | $76.7 萬 | 0.5% | −1,333−13.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,614 | $75.1 萬 | 0.5% | −65−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,940 | $74.9 萬 | 0.5% | −200−3.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,430 | $73.9 萬 | 0.5% | −417−2.8% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 22,787 | $73.4 萬 | 0.5% | +3,070+15.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,587 | $72.7 萬 | 0.5% | −1,231−15.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,989 | $71.6 萬 | 0.5% | +65+1.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,536 | $66.8 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,090 | $66.8 萬 | 0.4% | +771+58.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 13,933 | $66.4 萬 | 0.4% | −1,207−8.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,362 | $62.2 萬 | 0.4% | −181−11.7% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 9,265 | $60.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 4,934 | $59.5 萬 | 0.4% | +757+18.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,118 | $59.3 萬 | 0.4% | +13+1.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,054 | $58.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,725 | $56.6 萬 | 0.4% | +2,575+62.0% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 2,722 | $54.2 萬 | 0.3% | −194−6.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,974 | $54.1 萬 | 0.3% | −61−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,080 | $53.6 萬 | 0.3% | +221+3.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,205 | $52.8 萬 | 0.3% | +278+4.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,478 | $49.5 萬 | 0.3% | −581−14.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 14,763 | $49.4 萬 | 0.3% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 4,421 | $49.4 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,388 | $49.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,512 | $48.7 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,145 | $46.4 萬 | 0.3% | +1,859+43.4% | 加碼 | – |
| EMREmerson Electric Co | Stock | 4,788 | $46.0 萬 | 0.3% | −69−1.4% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,902 | $45.3 萬 | 0.3% | −2,640−27.7% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 6,341 | $44.2 萬 | 0.3% | +3,052+92.8% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 1,800 | $39.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 6,490 | $38.7 萬 | 0.2% | +3,729+135.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J775 | BLOO PRI PWR ETF | 5,795 | $38.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,770 | $38.0 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,938 | $37.9 萬 | 0.2% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 11,563 | $35.8 萬 | 0.2% | −91−0.8% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,558 | $34.7 萬 | 0.2% | +27+1.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,080 | $34.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,006 | $34.0 萬 | 0.2% | −435−9.8% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,018 | $32.7 萬 | 0.2% | +2,529+517.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,787 | $32.1 萬 | 0.2% | +396+28.5% | 加碼 | – |
| NUENucor Corp | COM | 2,402 | $31.8 萬 | 0.2% | +115+5.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 9,079 | $31.7 萬 | 0.2% | −5,217−36.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 11,590 | $30.6 萬 | 0.2% | −4,245−26.8% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 8,505 | $30.6 萬 | 0.2% | −21−0.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,292 | $29.5 萬 | 0.2% | −3,772−34.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 7,398 | $29.3 萬 | 0.2% | +3,088+71.6% | 加碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,200 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 6,484 | $28.5 萬 | 0.2% | +429+7.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 11,888 | $28.4 萬 | 0.2% | +4,505+61.0% | 加碼 | – |
| KOCoca Cola Co | Stock | 4,459 | $28.4 萬 | 0.2% | +108+2.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,587 | $27.7 萬 | 0.2% | +127+8.7% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 9,956 | $26.5 萬 | 0.2% | +7,229+265.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,203 | $26.5 萬 | 0.2% | +268+13.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,816 | $25.6 萬 | 0.2% | +55+3.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 772 | $24.4 萬 | 0.2% | −25−3.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,212 | $24.3 萬 | 0.2% | −65−2.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,015 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,050 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,857 | $22.9 萬 | 0.1% | −9−0.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 677 | $22.8 萬 | 0.1% | −205−23.2% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（620 檔）
2022 年第 3 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 620 檔。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EDConsolidated Edison Inc | Stock | 5,190 | $44.5 萬 | 0.3% | 歷史 |
| iShares Tr464288489 | INTL DEV RE ETF | 21,920 | $41.7 萬 | 0.3% | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,410 | $23.7 萬 | 0.1% | – |
| NVDANVIDIA Corp | Stock | 1,849 | $22.4 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 8,412 | $20.9 萬 | 0.1% | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 2,542 | $20.5 萬 | 0.1% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,328 | $19.4 萬 | 0.1% | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 5,110 | $18.9 萬 | 0.1% | – |
| DISWalt Disney Co | Stock | 1,895 | $17.9 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 972 | $17.4 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 740 | $17.4 萬 | 0.1% | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 2,090 | $17.0 萬 | 0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 3,475 | $16.6 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 1,141 | $16.4 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 3,084 | $15.9 萬 | 0.1% | – |
| NKENIKE, Inc. | Stock | 1,887 | $15.7 萬 | 0.1% | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 3,222 | $15.6 萬 | 0.1% | – |
| TAT&T Inc. | Stock | 9,877 | $15.2 萬 | 0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 2,966 | $14.9 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 576 | $14.8 萬 | 0.1% | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 3,007 | $14.5 萬 | 0.1% | – |
| ARK ETF Tr00214Q609 | ISRAEL INOVATE | 8,387 | $14.4 萬 | 0.1% | – |
| Vanguard Industrials ETF92204A603 | ETF | 850 | $13.5 萬 | 0.1% | – |
| ABNBAirbnb, Inc. | Stock | 1,267 | $13.3 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 348 | $13.1 萬 | 0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,211 | $12.4 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,430 | $12.3 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 656 | $12.3 萬 | 0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 4,847 | $11.5 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 773 | $11.5 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 5,265 | $11.4 萬 | 0.1% | – |
| QLYSQualys, Inc. | COM | 809 | $11.3 萬 | 0.1% | 歷史 |
| WMWaste Management Inc | Stock | 700 | $11.2 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 758 | $11.2 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 748 | $11.2 萬 | 0.1% | 歷史 |
| ETF Managers Tr26924G870 | BLUESTAR ISRAEL | 2,560 | $11.2 萬 | 0.1% | – |
| AMATApplied Materials Inc | Stock | 1,330 | $10.9 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 700 | $10.8 萬 | 0.1% | – |
| First Tr Energy Income & Gro33738G104 | COM | 7,178 | $10.7 萬 | 0.1% | – |
| SHELShell plc | ADR | 2,121 | $10.6 萬 | 0.1% | 歷史 |
| KRKroger Co | Stock | 2,432 | $10.6 萬 | 0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 496 | $10.4 萬 | 0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 461 | $10.4 萬 | 0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 1,473 | $10.2 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 2,670 | $10.1 萬 | 0.1% | 歷史 |
| ITGartner Inc | COM | 365 | $10.1 萬 | 0.1% | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 3,692 | $9.90 萬 | 0.1% | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 11,325 | $9.80 萬 | 0.1% | 歷史 |
| SOSouthern Co | Stock | 1,341 | $9.10 萬 | 0.1% | 歷史 |
| FOXFFox Factory Holding Corp | COM | 1,121 | $8.80 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 465 | $8.70 萬 | 0.1% | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 8,087 | $8.60 萬 | 0.1% | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 2,218 | $8.40 萬 | 0.1% | – |
| SLViShares Silver Trust | ETF | 4,658 | $8.20 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,299 | $8.20 萬 | <0.1% | 歷史 |
| ORCLOracle Corp | Stock | 1,346 | $8.20 萬 | <0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 1,689 | $8.10 萬 | <0.1% | – |
| STTState Street Corp | COM | 1,318 | $8.10 萬 | <0.1% | 歷史 |
| PGNYProgyny, Inc. | COM | 2,160 | $8.00 萬 | <0.1% | 歷史 |
| ETF Ser Solutions26922B832 | BAHL GAYNOR SML | 3,825 | $8.00 萬 | <0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 710 | $7.90 萬 | <0.1% | – |
| TFCTruist Financial Corp | COM | 1,820 | $7.90 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 1,772 | $7.80 萬 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 1,919 | $7.70 萬 | <0.1% | 歷史 |
| GDLGDL Fund | COM SH BEN IT | 9,709 | $7.70 萬 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 606 | $7.60 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 2,000 | $7.60 萬 | <0.1% | – |
| GLOBGlobant S.A. | COM | 409 | $7.60 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 1,658 | $7.60 萬 | <0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 461 | $7.40 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 924 | $7.40 萬 | <0.1% | – |
| MPCMarathon Petroleum Corp | Stock | 743 | $7.40 萬 | <0.1% | 歷史 |
| DTEDte Energy Co | COM | 635 | $7.40 萬 | <0.1% | 歷史 |
| RTXRTX Corp | Stock | 889 | $7.30 萬 | <0.1% | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 964 | $7.30 萬 | <0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 1,159 | $7.20 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 520 | $7.20 萬 | <0.1% | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,081 | $7.00 萬 | <0.1% | 歷史 |
| PEOAdams Natural Resources Fund, Inc. | COM | 3,367 | $6.60 萬 | <0.1% | 歷史 |
| BLBlackline, Inc. | COM | 1,081 | $6.50 萬 | <0.1% | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 610 | $6.50 萬 | <0.1% | 歷史 |
| FCNFti Consulting, Inc | COM | 385 | $6.40 萬 | <0.1% | 歷史 |
| APPFAppfolio Inc | COM CL A | 615 | $6.40 萬 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 518 | $6.10 萬 | <0.1% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 350 | $6.10 萬 | <0.1% | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 2,335 | $6.00 萬 | <0.1% | – |
| GLWCorning Inc | COM | 2,033 | $5.90 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 462 | $5.70 萬 | <0.1% | – |
| WPCW. P. Carey Inc. | COM | 800 | $5.70 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 2,000 | $5.70 萬 | <0.1% | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,650 | $5.70 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 415 | $5.60 萬 | <0.1% | – |
| GSHDGoosehead Insurance, Inc. | COM CL A | 1,566 | $5.60 萬 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,030 | $5.50 萬 | <0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 470 | $5.50 萬 | <0.1% | – |
| YETIYETI Holdings, Inc. | COM | 1,906 | $5.50 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 1,300 | $5.50 萬 | <0.1% | – |
| GSGoldman Sachs Group Inc | Stock | 183 | $5.40 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 2,500 | $5.40 萬 | <0.1% | – |
| RVLVRevolve Group, Inc. | CL A | 2,439 | $5.30 萬 | <0.1% | 歷史 |