Twin Peaks Wealth Advisors, LLC
- SEC CIK
- 0002006218
- 最新申報
- 2026/8/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/30 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 164
- 較 2025 年第 2 季 −2,109
- 總值
- $2.93 億
- 較 2025 年第 2 季 −$1,580 萬 (−5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 66,353 | $1,690 萬 | 5.8% | +4,015+6.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,393 | $1,204 萬 | 4.1% | +627+4.0% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 155,055 | $917.9 萬 | 3.1% | +32,991+27.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,243 | $886.4 萬 | 3.0% | +332+2.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 195,178 | $867.0 萬 | 3.0% | +460.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 258,428 | $863.6 萬 | 2.9% | +7,756+3.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 41,882 | $781.4 萬 | 2.7% | +573+1.4% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 64,681 | $780.8 萬 | 2.7% | +493+0.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 39,683 | $771.8 萬 | 2.6% | −4,398−10.0% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 159,522 | $745.1 萬 | 2.5% | −14,299−8.2% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 118,959 | $712.7 萬 | 2.4% | +2,200+1.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 98,315 | $666.9 萬 | 2.3% | −17,302−15.0% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 31,925 | $659.3 萬 | 2.3% | +3,000+10.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 29,951 | $657.6 萬 | 2.2% | +107+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,545 | $649.8 萬 | 2.2% | +125+1.0% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 94,270 | $621.4 萬 | 2.1% | +8,491+9.9% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 18,595 | $618.9 萬 | 2.1% | +9,157+97.0% | 加碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 35,575 | $591.1 萬 | 2.0% | −1,751−4.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 228,098 | $574.5 萬 | 2.0% | +7,097+3.2% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 295,398 | $538.8 萬 | 1.8% | −2,972−1.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 70,822 | $538.3 萬 | 1.8% | +189+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,162 | $477.1 萬 | 1.6% | +340+5.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,690 | $461.7 萬 | 1.6% | −152−1.9% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 13,647 | $381.9 萬 | 1.3% | −168−1.2% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 102,411 | $349.8 萬 | 1.2% | +57,973+130.5% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 89,328 | $338.2 萬 | 1.2% | +5,037+6.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 96,659 | $336.8 萬 | 1.2% | +171+0.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,576 | $330.6 萬 | 1.1% | +1,621+13.6% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 28,782 | $296.4 萬 | 1.0% | +8,799+44.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 6,248 | $277.9 萬 | 0.9% | +29+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,052 | $244.4 萬 | 0.8% | +480+5.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 51,356 | $235.4 萬 | 0.8% | −1,917−3.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,020 | $235.1 萬 | 0.8% | −16−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 38,102 | $228.3 萬 | 0.8% | −920−2.4% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 8,855 | $227.1 萬 | 0.8% | +560+6.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 33,698 | $226.6 萬 | 0.8% | +77+0.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,474 | $212.6 萬 | 0.7% | +81+2.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 27,631 | $201.1 萬 | 0.7% | +10,022+56.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 15,262 | $184.2 萬 | 0.6% | −796−5.0% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 18,777 | $178.7 萬 | 0.6% | +2,448+15.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,717 | $177.5 萬 | 0.6% | +87+1.0% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 26,138 | $169.9 萬 | 0.6% | +98+0.4% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 32,322 | $165.6 萬 | 0.6% | +5,359+19.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 20,647 | $161.7 萬 | 0.6% | −223−1.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 4,848 | $160.0 萬 | 0.5% | −23−0.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,430 | $157.4 萬 | 0.5% | +3,784+21.4% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 7,513 | $157.2 萬 | 0.5% | +7,398+6,433.0% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 11,459 | $154.0 萬 | 0.5% | −450−3.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,081 | $149.2 萬 | 0.5% | +531+11.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,968 | $149.2 萬 | 0.5% | +35+1.2% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 5,789 | $142.9 萬 | 0.5% | +43+0.7% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 14,241 | $133.3 萬 | 0.5% | −330−2.3% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 24,462 | $130.2 萬 | 0.4% | +3,826+18.5% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 27,233 | $125.9 萬 | 0.4% | +85+0.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,819 | $125.3 萬 | 0.4% | +410+12.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 53,992 | $114.6 萬 | 0.4% | +3,906+7.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 15,918 | $111.6 萬 | 0.4% | −208−1.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,343 | $110.4 萬 | 0.4% | −710−14.1% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 47,138 | $109.0 萬 | 0.4% | +2,817+6.4% | 加碼 | – |
| Pgim ETF Tr69344A800 | TOTA RETU BD ETF | 25,583 | $108.0 萬 | 0.4% | +822+3.3% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 4,164 | $98.7 萬 | 0.3% | −87−2.0% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 48,768 | $94.3 萬 | 0.3% | −1,842−3.6% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,246 | $93.0 萬 | 0.3% | +230+22.6% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 9,253 | $90.7 萬 | 0.3% | −38−0.4% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 20,665 | $90.5 萬 | 0.3% | −320−1.5% | 減碼 | – |
| INTUIntuit Inc. | Stock | 1,254 | $85.7 萬 | 0.3% | −43−3.3% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,339 | $84.3 萬 | 0.3% | −6,100−35.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,708 | $81.9 萬 | 0.3% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 1,052 | $80.3 萬 | 0.3% | −26−2.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 8,238 | $77.2 萬 | 0.3% | −708−7.9% | 減碼 | – |
| DASHDoorDash, Inc. | Stock | 2,797 | $76.1 萬 | 0.3% | +1,928+221.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 10,682 | $73.7 萬 | 0.3% | +171+1.6% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,458 | $72.1 萬 | 0.2% | −113−2.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,359 | $71.0 萬 | 0.2% | −405−2.6% | 減碼 | – |
| NFLXNetflix Inc | Stock | 580 | $69.6 萬 | 0.2% | −15−2.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,204 | $69.5 萬 | 0.2% | +64+3.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 899 | $69.4 萬 | 0.2% | −5−0.6% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,568 | $68.5 萬 | 0.2% | +22+0.3% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,378 | $67.6 萬 | 0.2% | +14+1.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,858 | $66.2 萬 | 0.2% | −33−1.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,884 | $65.0 萬 | 0.2% | +417+28.4% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,572 | $63.5 萬 | 0.2% | −21,093−79.1% | 減碼 | – |
| OPENOpendoor Technologies Inc. | COM | 78,691 | $62.7 萬 | 0.2% | −1,022−1.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,193 | $61.7 萬 | 0.2% | +139+6.8% | 加碼 | 歷史 |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 23,943 | $60.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,227 | $60.2 萬 | 0.2% | +42+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 12,799 | $59.7 萬 | 0.2% | +1,379+12.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 11,009 | $59.6 萬 | 0.2% | +1,173+11.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 12,329 | $58.6 萬 | 0.2% | +1,339+12.2% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,531 | $58.1 萬 | 0.2% | 00.0% | 不變 | – |
| DOCSDoximity, Inc. | CL A | 7,709 | $56.4 萬 | 0.2% | −2,472−24.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,605 | $56.2 萬 | 0.2% | −31−0.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G300 | S&P SMLCAP QTY | 12,956 | $55.8 萬 | 0.2% | −862−6.2% | 減碼 | – |
| VVisa Inc. | Stock | 1,626 | $55.5 萬 | 0.2% | +76+4.9% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,882 | $54.2 萬 | 0.2% | +33+0.9% | 加碼 | – |
| KLACKLA Corp | COM NEW | 501 | $54.1 萬 | 0.2% | −25−4.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,130 | $53.8 萬 | 0.2% | −185−3.5% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 647 | $51.5 萬 | 0.2% | +164+34.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,448 | $51.2 萬 | 0.2% | +59+1.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 4,495 | $50.3 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（2,110 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 2,110 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 |
|---|---|---|---|---|---|
| iShares Tr464287721 | U.S. TECH ETF | 13,094 | $242.9 萬 | 0.8% | – |
| KOCoca Cola Co | Stock | 2,958 | $20.9 萬 | 0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,213 | $20.4 萬 | 0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 653 | $19.8 萬 | 0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,128 | $18.8 萬 | 0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,606 | $18.4 萬 | 0.1% | – |
| VZVerizon Communications Inc | Stock | 4,187 | $18.1 萬 | 0.1% | 歷史 |
| WMWaste Management Inc | Stock | 769 | $17.9 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,489 | $17.9 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,348 | $17.7 萬 | 0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,789 | $17.6 萬 | 0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,980 | $16.9 萬 | 0.1% | – |
| TXNTexas Instruments Inc | Stock | 847 | $16.3 萬 | 0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 955 | $16.2 萬 | 0.1% | 歷史 |
| RTXRTX Corp | Stock | 1,033 | $16.1 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,060 | $16.1 萬 | 0.1% | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,272 | $16.0 萬 | 0.1% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 4,239 | $15.8 萬 | 0.1% | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,122 | $15.8 萬 | 0.1% | – |
| MSMorgan Stanley | Stock | 1,034 | $15.2 萬 | <0.1% | 歷史 |
| CVXChevron Corp | Stock | 984 | $15.2 萬 | <0.1% | 歷史 |
| APHAmphenol Corp | CL A | 1,341 | $15.0 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 975 | $15.0 萬 | <0.1% | 歷史 |
| BABoeing Co | Stock | 645 | $15.0 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,230 | $15.0 萬 | <0.1% | 歷史 |
| LINLinde PLC | Stock | 315 | $14.9 萬 | <0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 418 | $14.8 萬 | <0.1% | 歷史 |
| SDHYPGIM Short Duration High Yield Opportunities Fund | COM | 8,609 | $14.5 萬 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 2,275 | $14.4 萬 | <0.1% | 歷史 |
| GEVGE Vernova Inc. | Stock | 219 | $14.4 萬 | <0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 348 | $14.4 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 1,532 | $14.3 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 2,180 | $14.3 萬 | <0.1% | – |
| ANETArista Networks, Inc. | Stock | 1,009 | $14.3 萬 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 298 | $14.2 萬 | <0.1% | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 2,523 | $14.2 萬 | <0.1% | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 3,981 | $14.1 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 1,186 | $14.1 萬 | <0.1% | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,151 | $14.0 萬 | <0.1% | – |
| BLKBlackRock, Inc. | Stock | 117 | $13.5 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 5,424 | $13.4 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734G108 | COM | 4,953 | $13.3 萬 | <0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 740 | $13.3 萬 | <0.1% | – |
| BSXBoston Scientific Corp | Stock | 1,279 | $13.1 萬 | <0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 2,558 | $12.6 萬 | <0.1% | – |
| ADIAnalog Devices Inc | Stock | 541 | $12.6 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 460 | $12.3 萬 | <0.1% | – |
| TJXTJX Companies Inc | Stock | 917 | $12.2 萬 | <0.1% | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 4,040 | $12.2 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 1,255 | $12.0 萬 | <0.1% | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 3,593 | $11.9 萬 | <0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 306 | $11.9 萬 | <0.1% | 歷史 |
| SYKStryker Corp | Stock | 312 | $11.7 萬 | <0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,553 | $11.7 萬 | <0.1% | 歷史 |
| PGRProgressive Corp | Stock | 471 | $11.5 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 1,111 | $11.4 萬 | <0.1% | – |
| ADPAutomatic Data Processing Inc | Stock | 379 | $11.4 萬 | <0.1% | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 1,158 | $11.2 萬 | <0.1% | – |
| SPGIS&P Global Inc. | Stock | 200 | $11.2 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 1,186 | $11.1 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,618 | $11.0 萬 | <0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,345 | $10.8 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 844 | $10.8 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 171 | $10.7 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 723 | $10.6 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 222 | $10.6 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,219 | $10.6 萬 | <0.1% | – |
| BKNGBooking Holdings Inc. | Stock | 19 | $10.6 萬 | <0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 753 | $10.6 萬 | <0.1% | – |
| AMGNAmgen Inc | Stock | 365 | $10.4 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 424 | $10.4 萬 | <0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 286 | $10.4 萬 | <0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 411 | $10.4 萬 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 1,427 | $10.3 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 1,112 | $10.2 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 463 | $10.1 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 979 | $9.66 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 653 | $9.59 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 128 | $9.49 萬 | <0.1% | 歷史 |
| iShares Tr46435G342 | MORTGE REL ETF | 4,241 | $9.39 萬 | <0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 135 | $9.31 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 335 | $9.24 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 436 | $9.09 萬 | <0.1% | – |
| RMDResmed Inc | COM | 317 | $8.97 萬 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 38 | $8.93 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,904 | $8.91 萬 | <0.1% | – |
| MOAltria Group, Inc. | Stock | 1,345 | $8.88 萬 | <0.1% | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 1,861 | $8.83 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,472 | $8.77 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 712 | $8.72 萬 | <0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 197 | $8.63 萬 | <0.1% | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 3,711 | $8.63 萬 | <0.1% | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 2,461 | $8.55 萬 | <0.1% | – |
| ARCCAres Capital Corp | CEF | 3,800 | $8.54 萬 | <0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,146 | $8.53 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 924 | $8.51 萬 | <0.1% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 822 | $8.47 萬 | <0.1% | – |
| DEDeere & Co | Stock | 167 | $8.43 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 890 | $8.42 萬 | <0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 510 | $8.40 萬 | <0.1% | 歷史 |