Turtle Creek Wealth Advisors, LLC
- SEC CIK
- 0002007171
- 最新申報
- 2026/7/27
2024 年第 1 季持倉
持倉截至 2024/3/31,2024/4/30 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 189
- 較 2023 年第 4 季 −661
- 總值
- $4.08 億
- 較 2023 年第 4 季 +$6,803 萬 (+20.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 98,193 | $4,720 萬 | 11.6% | +36,346+58.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 304,274 | $2,258 萬 | 5.5% | +13,266+4.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 62,076 | $1,293 萬 | 3.2% | +44+0.1% | 加碼 | – |
| OWLBlue Owl Capital Inc. | COM CL A | 666,371 | $1,257 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,530 | $1,116 萬 | 2.7% | +1,391+5.5% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 167,048 | $1,015 萬 | 2.5% | +88,643+113.1% | 加碼依 5 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 55,670 | $954.6 萬 | 2.3% | +7,843+16.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 155,344 | $801.6 萬 | 2.0% | +90,182+138.4% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 66,101 | $762.1 萬 | 1.9% | −1,152−1.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 35,528 | $711.6 萬 | 1.7% | +1,748+5.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 6,980 | $678.2 萬 | 1.7% | +498+7.7% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 22,449 | $646.6 萬 | 1.6% | +8,067+56.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 17,155 | $628.6 萬 | 1.5% | +1,289+8.1% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 8,859 | $618.9 萬 | 1.5% | +680+8.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,618 | $598.0 萬 | 1.5% | +3,350+102.5% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 34,131 | $587.0 萬 | 1.4% | +3,750+12.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,887 | $577.8 萬 | 1.4% | +613+8.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,353 | $577.0 萬 | 1.4% | +540+14.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,551 | $560.9 萬 | 1.4% | +1,230+11.9% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 36,344 | $536.9 萬 | 1.3% | +30,739+548.4% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 126,349 | $532.2 萬 | 1.3% | +120,288+1,984.6% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 58,863 | $495.0 萬 | 1.2% | +3,437+6.2% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 23,956 | $494.0 萬 | 1.2% | +3,864+19.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,866 | $488.1 萬 | 1.2% | +1,468+17.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 23,535 | $474.2 萬 | 1.2% | +4,106+21.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 8,507 | $472.8 萬 | 1.2% | +1,334+18.6% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 40,380 | $465.8 萬 | 1.1% | +6,574+19.4% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 35,484 | $462.1 萬 | 1.1% | +3,914+12.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,824 | $461.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 25,012 | $459.9 萬 | 1.1% | +1,635+7.0% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 43,301 | $455.8 萬 | 1.1% | −483−1.1% | 減碼 | – |
| CICigna Group | Stock | 12,021 | $436.6 萬 | 1.1% | +2,187+22.2% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 7,101 | $436.0 萬 | 1.1% | +7,033+10,342.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 21,805 | $431.5 萬 | 1.1% | +3,673+20.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 5,157 | $429.9 萬 | 1.1% | +813+18.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 26,026 | $422.3 萬 | 1.0% | +22,950+746.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 24,352 | $412.1 萬 | 1.0% | +3,898+19.1% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 18,541 | $406.6 萬 | 1.0% | +4,593+32.9% | 加碼依 2 比 1 拆股換算 | 歷史 |
| AFLAflac Inc | Stock | 47,181 | $405.1 萬 | 1.0% | +9,562+25.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,945 | $384.7 萬 | 0.9% | −24−0.5% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 88,406 | $383.2 萬 | 0.9% | +22,617+34.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 21,220 | $382.8 萬 | 0.9% | +3,612+20.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 29,809 | $381.1 萬 | 0.9% | +10,888+57.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 13,203 | $372.3 萬 | 0.9% | +2,501+23.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,352 | $347.7 萬 | 0.9% | +4,708+21.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,456 | $347.6 萬 | 0.9% | +2,273+22.3% | 加碼 | 歷史 |
| HSYHershey Co | COM | 17,444 | $339.3 萬 | 0.8% | +6,914+65.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,454 | $317.2 萬 | 0.8% | +2,813+29.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,206 | $314.8 萬 | 0.8% | +868+11.8% | 加碼 | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 109,137 | $310.9 萬 | 0.8% | +78,013+250.7% | 加碼 | – |
| MAMastercard Inc | Stock | 6,141 | $295.7 萬 | 0.7% | −75−1.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 47,066 | $276.0 萬 | 0.7% | −1,256−2.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,061 | $271.2 萬 | 0.7% | +19,809+57.8% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 25,934 | $263.0 萬 | 0.6% | −710−2.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 28,006 | $236.5 萬 | 0.6% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 143,657 | $226.0 萬 | 0.6% | −1,475−1.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,880 | $224.6 萬 | 0.6% | +1,982+15.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,169 | $219.2 萬 | 0.5% | +10+0.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,308 | $202.1 萬 | 0.5% | +47+0.2% | 加碼 | – |
| CVXChevron Corp | Stock | 12,445 | $196.3 萬 | 0.5% | +124+1.0% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 18,016 | $187.0 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,478 | $169.8 萬 | 0.4% | +2,570+37.2% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,148 | $152.2 萬 | 0.4% | −14−0.2% | 減碼 | – |
| TAT&T Inc. | Stock | 82,575 | $145.3 萬 | 0.4% | −171−0.2% | 減碼 | 歷史 |
| MDXGMimedx Group, Inc. | COM | 181,700 | $139.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,914 | $138.4 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 8,953 | $136.3 萬 | 0.3% | +1,609+21.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,162 | $133.0 萬 | 0.3% | +161+5.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,471 | $117.0 萬 | 0.3% | +1,551+80.8% | 加碼 | – |
| CPECallon Petroleum Co | COM | 32,400 | $115.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 11,478 | $111.9 萬 | 0.3% | −17−0.1% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 21,980 | $111.2 萬 | 0.3% | +16,131+275.8% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,408 | $97.7 萬 | 0.2% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 4,920 | $95.0 萬 | 0.2% | +177+3.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,449 | $94.2 萬 | 0.2% | −90−5.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 6,491 | $82.6 萬 | 0.2% | +186+3.0% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,067 | $81.4 萬 | 0.2% | +3,812+89.6% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,386 | $77.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 7,133 | $73.5 萬 | 0.2% | 00.0% | 不變 | – |
| TCBITexas Capital Bancshares Inc | COM | 11,075 | $68.2 萬 | 0.2% | −917−7.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,112 | $66.0 萬 | 0.2% | +25+1.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,140 | $65.5 萬 | 0.2% | +1,394+50.8% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 10,038 | $63.5 萬 | 0.2% | −20−0.2% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,580 | $63.0 萬 | 0.2% | +16,690+341.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 12,569 | $55.5 萬 | 0.1% | +2,709+27.5% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 10,204 | $55.5 萬 | 0.1% | 00.0% | 不變 | – |
| GMGeneral Motors Co | COM | 12,013 | $54.5 萬 | 0.1% | +258+2.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,776 | $52.8 萬 | 0.1% | +1,138+14.9% | 加碼依 3 比 1 拆股換算 | 歷史 |
| OFIXOrthofix Medical Inc. | COM | 35,135 | $51.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,572 | $50.9 萬 | 0.1% | −1,496−21.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,251 | $50.7 萬 | 0.1% | −670−17.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,236 | $49.3 萬 | 0.1% | +12+1.0% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,074 | $48.7 萬 | 0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 7,346 | $46.9 萬 | 0.1% | −44,998−86.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,002 | $45.5 萬 | 0.1% | +1,572+64.7% | 加碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 22,901 | $44.7 萬 | 0.1% | +16,564+261.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,275 | $44.5 萬 | 0.1% | +482+7.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 731 | $42.5 萬 | 0.1% | +23+3.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,416 | $42.5 萬 | 0.1% | +635+35.7% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,714 | $42.4 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 4 季之後清倉(672 檔)
2023 年第 4 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 672 檔。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 13,005,935 | $1,301 萬 | 3.8% | – |
| CSCOCisco Systems, Inc. | Stock | 57,574 | $290.9 萬 | 0.9% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 11,533 | $98.7 萬 | 0.3% | – |
| NFGNational Fuel Gas Co | Stock | 9,047 | $45.4 萬 | 0.1% | 歷史 |
| DHRDanaher Corp | Stock | 1,297 | $30.0 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,809 | $25.8 萬 | 0.1% | 歷史 |
| CMECME Group Inc. | COM | 1,079 | $22.7 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 516 | $19.9 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,427 | $19.7 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 2,965 | $19.0 萬 | 0.1% | – |
| UNPUnion Pacific Corp | Stock | 756 | $18.6 萬 | 0.1% | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 595 | $18.1 萬 | 0.1% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 479 | $18.1 萬 | 0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 890 | $17.7 萬 | 0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,104 | $17.6 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,053 | $17.2 萬 | 0.1% | 歷史 |
| DGDollar General Corp | COM | 1,246 | $16.9 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 2,556 | $14.5 萬 | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 635 | $14.3 萬 | <0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 257 | $14.3 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,291 | $14.2 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 455 | $14.1 萬 | <0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 1,041 | $13.3 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 2,670 | $13.2 萬 | <0.1% | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 1,247 | $13.1 萬 | <0.1% | – |
| AMTAmerican Tower Corp | REIT | 577 | $12.5 萬 | <0.1% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 3,390 | $12.4 萬 | <0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 282 | $12.4 萬 | <0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 268 | $12.4 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,237 | $12.0 萬 | <0.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,190 | $11.9 萬 | <0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 125 | $11.9 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 890 | $11.8 萬 | <0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 707 | $11.3 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 1,337 | $11.0 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 2,540 | $10.8 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 1,965 | $10.8 萬 | <0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 917 | $10.7 萬 | <0.1% | 歷史 |
| PGRProgressive Corp | Stock | 670 | $10.7 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 1,471 | $10.7 萬 | <0.1% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 525 | $10.5 萬 | <0.1% | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 6,867 | $10.4 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 255 | $10.4 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 389 | $10.1 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 641 | $10.1 萬 | <0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 367 | $10.0 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 191 | $9.83 萬 | <0.1% | 歷史 |
| WMWaste Management Inc | Stock | 548 | $9.81 萬 | <0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 706 | $9.78 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 1,000 | $9.73 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 3,380 | $9.73 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 1,674 | $9.68 萬 | <0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,745 | $9.39 萬 | <0.1% | – |
| SCHWSchwab Charles Corp | Stock | 1,338 | $9.21 萬 | <0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 104 | $9.13 萬 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 1,395 | $9.04 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 1,243 | $8.72 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 957 | $8.63 萬 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 1,445 | $8.30 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 950 | $8.11 萬 | <0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 140 | $8.03 萬 | <0.1% | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,734 | $8.00 萬 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 1,175 | $7.96 萬 | <0.1% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 437 | $7.96 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 593 | $7.88 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 93 | $7.49 萬 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 520 | $7.42 萬 | <0.1% | 歷史 |
| YUMYum Brands Inc | Stock | 567 | $7.41 萬 | <0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 925 | $7.37 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 313 | $7.37 萬 | <0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 393 | $7.36 萬 | <0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 72 | $7.28 萬 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 479 | $7.28 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 1,516 | $7.26 萬 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 553 | $7.25 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,379 | $7.18 萬 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 979 | $7.16 萬 | <0.1% | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 486 | $7.15 萬 | <0.1% | – |
| OKEONEOK Inc | COM | 1,011 | $7.10 萬 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 319 | $6.88 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 1,049 | $6.83 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 324 | $6.82 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 288 | $6.71 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 837 | $6.61 萬 | <0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 435 | $6.60 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,113 | $6.60 萬 | <0.1% | – |
| ROPRoper Technologies Inc | Stock | 121 | $6.60 萬 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 1,376 | $6.47 萬 | <0.1% | 歷史 |
| UGIUgi Corp | Stock | 2,596 | $6.39 萬 | <0.1% | 歷史 |
| MCOMoodys Corp | Stock | 163 | $6.37 萬 | <0.1% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 333 | $6.34 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 456 | $6.21 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 720 | $5.85 萬 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 445 | $5.83 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 227 | $5.80 萬 | <0.1% | 歷史 |
| MARMarriott International Inc | Stock | 257 | $5.80 萬 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 458 | $5.68 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 100 | $5.66 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 119 | $5.61 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 121 | $5.54 萬 | <0.1% | 歷史 |