Olistico Wealth, LLC
- SEC CIK
- 0001962695
- 最新申報
- 2026/7/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 96
- 較 2025 年第 2 季 −269
- 總值
- $1.89 億
- 較 2025 年第 2 季 +$911.2 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 42,480 | $2,037 萬 | 10.8% | +203+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 63,079 | $1,606 萬 | 8.5% | +4,361+7.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 48,735 | $1,599 萬 | 8.5% | +565+1.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 16,523 | $1,234 萬 | 6.5% | −180−1.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 45,163 | $842.7 萬 | 4.5% | +2,163+5.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 44,079 | $822.0 萬 | 4.3% | −480−1.1% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 180,693 | $759.5 萬 | 4.0% | +5,543+3.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 27,326 | $600.0 萬 | 3.2% | +206+0.8% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 133,459 | $586.2 萬 | 3.1% | +2,240+1.7% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 133,611 | $395.8 萬 | 2.1% | +6,410+5.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,605 | $393.9 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,389 | $375.7 萬 | 2.0% | −72−0.6% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 47,088 | $343.6 萬 | 1.8% | +5,256+12.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,305 | $336.4 萬 | 1.8% | +853+3.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,759 | $317.1 萬 | 1.7% | +56+1.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,310 | $275.0 萬 | 1.5% | −15−0.1% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 40,238 | $271.2 萬 | 1.4% | +21,132+110.6% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 68,267 | $269.9 萬 | 1.4% | +110.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 92,418 | $252.3 萬 | 1.3% | +13,422+17.0% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 49,092 | $189.3 萬 | 1.0% | −345−0.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,972 | $188.4 萬 | 1.0% | −15−0.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,398 | $183.0 萬 | 1.0% | −106−4.2% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,476 | $168.6 萬 | 0.9% | +20.0% | 加碼 | – |
| AAONAaon, Inc. | COM PAR $0.004 | 17,903 | $167.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 4,199 | $166.3 萬 | 0.9% | −70−1.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,760 | $162.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 34,696 | $158.8 萬 | 0.8% | +68+0.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,126 | $156.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 4,432 | $147.2 萬 | 0.8% | +5+0.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,529 | $137.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,841 | $125.9 萬 | 0.7% | −596−6.3% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 6,893 | $125.7 萬 | 0.7% | +346+5.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,027 | $124.1 萬 | 0.7% | +10.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,487 | $118.4 萬 | 0.6% | +7+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,135 | $116.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,381 | $115.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 16,734 | $114.6 萬 | 0.6% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,410 | $114.3 萬 | 0.6% | +26+0.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,690 | $114.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 33,552 | $104.9 萬 | 0.6% | −82−0.2% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 57,686 | $99.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,907 | $91.0 萬 | 0.5% | −328−14.7% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,588 | $89.8 萬 | 0.5% | −25−1.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,775 | $89.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 3,398 | $88.2 萬 | 0.5% | −1,207−26.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 7,958 | $82.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 4,848 | $81.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,087 | $79.9 萬 | 0.4% | −143−2.0% | 減碼 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 22,638 | $77.4 萬 | 0.4% | +41+0.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 13,221 | $77.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Industrials ETF92204A603 | ETF | 2,516 | $74.5 萬 | 0.4% | +5+0.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 10,391 | $68.9 萬 | 0.4% | −89−0.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,319 | $65.8 萬 | 0.3% | +91+7.4% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 8,458 | $62.0 萬 | 0.3% | −1,003−10.6% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,284 | $59.5 萬 | 0.3% | −55−4.1% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 4,132 | $56.9 萬 | 0.3% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 3,678 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,332 | $51.7 萬 | 0.3% | −88−2.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,835 | $50.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,299 | $48.1 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,164 | $47.1 萬 | 0.2% | −4−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,588 | $46.6 萬 | 0.2% | −21−1.3% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 2,993 | $46.0 萬 | 0.2% | −582−16.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,721 | $44.0 萬 | 0.2% | +155+6.0% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 3,100 | $43.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 890 | $42.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 3,321 | $41.8 萬 | 0.2% | +25+0.8% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,918 | $41.0 萬 | 0.2% | −216−10.1% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,624 | $38.9 萬 | 0.2% | −16−1.0% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 1,641 | $38.9 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,091 | $38.4 萬 | 0.2% | −42−2.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,320 | $37.7 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,946 | $36.1 萬 | 0.2% | −28−1.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,279 | $36.0 萬 | 0.2% | +255+24.9% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,415 | $34.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,333 | $33.9 萬 | 0.2% | −75−5.3% | 減碼 | – |
| ACNAccenture plc | Stock | 1,356 | $33.4 萬 | 0.2% | −45−3.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,145 | $32.9 萬 | 0.2% | −292−8.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,745 | $31.4 萬 | 0.2% | −539−12.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 517 | $31.0 萬 | 0.2% | +116+28.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,871 | $28.1 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 631 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 12,065 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 2,610 | $26.5 萬 | 0.1% | +65+2.6% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,863 | $26.5 萬 | 0.1% | −45−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,423 | $24.8 萬 | 0.1% | +3+0.1% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 2,595 | $24.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,300 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 852 | $24.0 萬 | 0.1% | −90−9.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 495 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 400 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,865 | $21.4 萬 | 0.1% | −750−13.4% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 785 | $21.3 萬 | 0.1% | −4−0.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 606 | $20.9 萬 | 0.1% | −33−5.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,005 | $20.6 萬 | 0.1% | −262−8.0% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,108 | $20.4 萬 | 0.1% | −177−7.7% | 減碼 | – |
2025 年第 2 季之後清倉（269 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 269 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 |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,141 | $23.4 萬 | 0.1% | – |
| TAT&T Inc. | Stock | 7,612 | $22.0 萬 | 0.1% | 歷史 |
| PBProsperity Bancshares Inc | COM | 2,872 | $20.2 萬 | 0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 1,661 | $19.9 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 855 | $19.4 萬 | 0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,232 | $16.3 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 2,334 | $16.2 萬 | 0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,558 | $16.1 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 849 | $15.8 萬 | 0.1% | 歷史 |
| KKellanova | Stock | 1,970 | $15.7 萬 | 0.1% | 歷史 |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 2,005 | $15.6 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 3,173 | $15.1 萬 | 0.1% | – |
| SNOWSnowflake Inc. | Stock | 659 | $14.7 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 5,800 | $14.7 萬 | 0.1% | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 6,440 | $14.5 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 620 | $14.4 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 530 | $13.6 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 475 | $13.5 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 2,843 | $13.5 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,905 | $12.0 萬 | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,050 | $11.5 萬 | 0.1% | – |
| PMPhilip Morris International Inc. | Stock | 629 | $11.5 萬 | 0.1% | 歷史 |
| GLWCorning Inc | COM | 2,120 | $11.1 萬 | 0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,611 | $11.1 萬 | 0.1% | – |
| ADBEAdobe Inc. | Stock | 285 | $11.0 萬 | 0.1% | 歷史 |
| IQIInvesco Quality Municipal Income Trust | COM | 11,700 | $11.0 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 824 | $10.9 萬 | 0.1% | – |
| UNPUnion Pacific Corp | Stock | 470 | $10.8 萬 | 0.1% | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 7,734 | $10.7 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 550 | $10.1 萬 | 0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,122 | $10.1 萬 | 0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,708 | $9.74 萬 | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,023 | $9.14 萬 | 0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 423 | $9.13 萬 | 0.1% | – |
| PFGPrincipal Financial Group Inc | COM | 1,137 | $9.03 萬 | 0.1% | 歷史 |
| PSXPhillips 66 | Stock | 729 | $8.70 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 922 | $8.47 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 300 | $8.46 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 271 | $8.37 萬 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 1,585 | $7.79 萬 | <0.1% | 歷史 |
| BMOBank of Montreal | COM | 700 | $7.74 萬 | <0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 600 | $7.74 萬 | <0.1% | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 1,954 | $7.33 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 536 | $7.29 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 789 | $7.23 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 430 | $7.07 萬 | <0.1% | – |
| TRPTC Energy Corp | COM | 1,400 | $6.82 萬 | <0.1% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 470 | $6.78 萬 | <0.1% | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 3,450 | $6.54 萬 | <0.1% | 歷史 |
| BABoeing Co | Stock | 300 | $6.29 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 600 | $6.23 萬 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 2,500 | $6.14 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 494 | $6.13 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 1,000 | $6.12 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 510 | $6.02 萬 | <0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,132 | $5.93 萬 | <0.1% | – |
| KLACKLA Corp | COM NEW | 65 | $5.86 萬 | <0.1% | 歷史 |
| CBChubb Ltd | Stock | 200 | $5.79 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 284 | $5.61 萬 | <0.1% | 歷史 |
| ALLAllstate Corp | Stock | 276 | $5.56 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,200 | $5.55 萬 | <0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 645 | $5.47 萬 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 1,947 | $5.38 萬 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 576 | $5.33 萬 | <0.1% | – |
| VVRInvesco Senior Income Trust | COM | 14,000 | $5.32 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 50 | $5.25 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 755 | $5.21 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 2,486 | $5.20 萬 | <0.1% | – |
| RFRegions Financial Corp | COM | 2,190 | $5.15 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 756 | $5.10 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 557 | $5.07 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 730 | $5.01 萬 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 354 | $4.99 萬 | <0.1% | 歷史 |
| BOKFBok Financial Corp | COM NEW | 500 | $4.88 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,043 | $4.72 萬 | <0.1% | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 1,000 | $4.64 萬 | <0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 735 | $4.58 萬 | <0.1% | 歷史 |
| GEVGE Vernova Inc. | Stock | 86 | $4.55 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 429 | $4.54 萬 | <0.1% | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 1,540 | $4.52 萬 | <0.1% | – |
| CTVACorteva, Inc. | Stock | 595 | $4.43 萬 | <0.1% | 歷史 |
| FEFirstenergy Corp | COM | 1,100 | $4.43 萬 | <0.1% | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 516 | $4.43 萬 | <0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 695 | $4.31 萬 | <0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 305 | $4.11 萬 | <0.1% | – |
| CNPCenterpoint Energy Inc | COM | 1,058 | $3.89 萬 | <0.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 372 | $3.88 萬 | <0.1% | 歷史 |
| NTRSNorthern Trust Corp | COM | 300 | $3.80 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 3,500 | $3.80 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 1,430 | $3.79 萬 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 1,410 | $3.76 萬 | <0.1% | – |
| CMCSAComcast Corp | Stock | 1,029 | $3.67 萬 | <0.1% | 歷史 |
| BWABorgwarner Inc | COM | 1,093 | $3.66 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 372 | $3.62 萬 | <0.1% | – |
| FFINFirst Financial Bankshares Inc | COM | 989 | $3.56 萬 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 26 | $3.48 萬 | <0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 124 | $3.46 萬 | <0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 151 | $3.42 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,236 | $3.42 萬 | <0.1% | – |
| TELTE Connectivity plc | Stock | 200 | $3.37 萬 | <0.1% | 歷史 |