Optima Capital LLC
- SEC CIK
- 0002070972
- 最新申報
- 2026/7/24
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 159
- 較 2025 年第 4 季 −1,250
- 總值
- $2.15 億
- 較 2025 年第 4 季 −$1,552 萬 (−6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 209,644 | $814.7 萬 | 3.8% | +4,785+2.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 105,072 | $804.2 萬 | 3.7% | −16,801−13.8% | 減碼 | – |
| Aim ETF Products Trust00888H455 | ALLIANZIM BUF 15 | 252,742 | $686.7 萬 | 3.2% | +152,776+152.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,094 | $615.9 萬 | 2.9% | +3,727+13.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 128,688 | $592.9 萬 | 2.8% | +6,973+5.7% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 127,454 | $583.9 萬 | 2.7% | +7,414+6.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,987 | $577.0 萬 | 2.7% | +265+1.5% | 加碼 | – |
| Cambria ETF Tr132061409 | GLOBAL VALUE ETF | 169,356 | $561.8 萬 | 2.6% | +19,770+13.2% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 99,640 | $535.8 萬 | 2.5% | +825+0.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 40,705 | $467.7 萬 | 2.2% | +10,847+36.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 118,201 | $460.5 萬 | 2.1% | +18,524+18.6% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 92,377 | $456.3 萬 | 2.1% | +82,720+856.6% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 101,290 | $440.1 萬 | 2.0% | +3,546+3.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 32,734 | $406.9 萬 | 1.9% | +5,136+18.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,777 | $403.8 萬 | 1.9% | +1,572+9.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 79,126 | $400.5 萬 | 1.9% | +10,482+15.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,747 | $389.4 萬 | 1.8% | +1,410+26.4% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 83,365 | $380.6 萬 | 1.8% | +4,181+5.3% | 加碼 | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 57,125 | $365.4 萬 | 1.7% | −1,810−3.1% | 減碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 38,194 | $361.8 萬 | 1.7% | +200+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,325 | $347.1 萬 | 1.6% | +903+20.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 16,623 | $282.0 萬 | 1.3% | +87+0.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 51,208 | $280.8 萬 | 1.3% | +1,454+2.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,405 | $262.8 萬 | 1.2% | +69+1.6% | 加碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 70,455 | $259.3 萬 | 1.2% | +5,127+7.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 103,050 | $258.7 萬 | 1.2% | +1,899+1.9% | 加碼 | – |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 67,484 | $242.3 萬 | 1.1% | +6,463+10.6% | 加碼 | – |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 53,850 | $237.5 萬 | 1.1% | −1,726−3.1% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 42,998 | $228.8 萬 | 1.1% | +1,779+4.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,288 | $223.5 萬 | 1.0% | +337+3.4% | 加碼 | – |
| Innovator ETFs Trust45783Y178 | INTL DVLPD 10 BU | 73,435 | $216.8 萬 | 1.0% | −447−0.6% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,783 | $215.4 萬 | 1.0% | −6,043−12.4% | 減碼 | – |
| WisdomTree Tr97717Y568 | EFFICIENT GLD PL | 34,036 | $214.1 萬 | 1.0% | +645+1.9% | 加碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 46,273 | $213.7 萬 | 1.0% | −4,059−8.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,268 | $209.0 萬 | 1.0% | −342−4.5% | 減碼 | 歷史 |
| Pacer FDS Tr69374H568 | SWAN SOS FD OF | 62,110 | $199.0 萬 | 0.9% | −637−1.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,402 | $195.8 萬 | 0.9% | +684+7.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,371 | $182.8 萬 | 0.8% | −699−8.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 17,300 | $173.3 萬 | 0.8% | +1,124+6.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,775 | $164.9 萬 | 0.8% | +200+5.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,549 | $159.3 萬 | 0.7% | +621+12.6% | 加碼 | – |
| VXXBarclays Bank PLC | IPATH S&P 500 SH | 42,138 | $150.4 萬 | 0.7% | +38,901+1,201.8% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y160 | NASD 100 10 BUFF | 51,180 | $149.5 萬 | 0.7% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 5,805 | $147.3 萬 | 0.7% | −185−3.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,955 | $146.5 萬 | 0.7% | +268+2.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 46,335 | $144.0 萬 | 0.7% | −1,735−3.6% | 減碼 | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 24,245 | $140.7 萬 | 0.7% | +50.0% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 9,135 | $133.6 萬 | 0.6% | −8−0.1% | 減碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 24,772 | $123.3 萬 | 0.6% | +24,772 | 新進 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 27,046 | $123.1 萬 | 0.6% | +9,923+58.0% | 加碼 | – |
| Ssga Active Tr78470P838 | STATE STREET US | 36,720 | $112.1 萬 | 0.5% | +6,974+23.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,969 | $109.9 萬 | 0.5% | +105+3.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 16,732 | $107.2 萬 | 0.5% | −2,608−13.5% | 減碼 | – |
| FFIVF5, Inc. | Stock | 3,542 | $102.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 37,324 | $94.8 萬 | 0.4% | +659+1.8% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 26,079 | $94.3 萬 | 0.4% | +46+0.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,630 | $93.0 萬 | 0.4% | +260+2.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 45,564 | $93.0 萬 | 0.4% | −352−0.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,925 | $92.2 萬 | 0.4% | +328+20.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,568 | $89.7 萬 | 0.4% | +8+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 893 | $89.0 萬 | 0.4% | −303−25.3% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 15,428 | $85.7 萬 | 0.4% | +1,113+7.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,344 | $82.4 萬 | 0.4% | +50.0% | 加碼 | – |
| WisdomTree Tr97717Y550 | EFFICIENT GLD PL | 8,143 | $82.4 萬 | 0.4% | +192+2.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,044 | $82.3 萬 | 0.4% | +105+2.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,649 | $81.1 萬 | 0.4% | +247+5.6% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 23,513 | $79.6 萬 | 0.4% | +2,554+12.2% | 加碼 | – |
| Morgan Stanley ETF Trust61774R767 | EATO VAN MTG ETF | 15,782 | $79.4 萬 | 0.4% | −159−1.0% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 26,819 | $78.1 萬 | 0.4% | +5,009+23.0% | 加碼 | – |
| RTXRTX Corp | Stock | 3,899 | $75.2 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 17,573 | $74.9 萬 | 0.3% | +17,573 | 新進 | – |
| Bitwise Crypto Industry Innovators ETF09175C103 | ETF | 38,981 | $73.5 萬 | 0.3% | −3,011−7.2% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 16,245 | $73.3 萬 | 0.3% | −809−4.7% | 減碼 | – |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 17,824 | $71.8 萬 | 0.3% | +501+2.9% | 加碼 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 5,324 | $70.9 萬 | 0.3% | +4,584+619.5% | 加碼 | – |
| Innovator ETFs Trust45784N833 | US SMALL CAP PWR | 26,904 | $69.1 萬 | 0.3% | −3,220−10.7% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,893 | $68.7 萬 | 0.3% | −4,331−60.0% | 減碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 18,500 | $66.1 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 4,968 | $65.2 萬 | 0.3% | +7+0.1% | 加碼 | – |
| CVXChevron Corp | Stock | 3,149 | $65.2 萬 | 0.3% | +77+2.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 19,197 | $58.9 萬 | 0.3% | +104+0.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,031 | $54.6 萬 | 0.3% | −51,232−89.5% | 減碼 | – |
| WMTWalmart Inc. | Stock | 4,369 | $54.4 萬 | 0.3% | −323−6.9% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 13,127 | $52.7 萬 | 0.2% | +467+3.7% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 26,718 | $51.6 萬 | 0.2% | +444+1.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,721 | $51.3 萬 | 0.2% | +70+1.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,377 | $51.2 萬 | 0.2% | −30−2.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 778 | $50.8 萬 | 0.2% | +1+0.1% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,616 | $50.0 萬 | 0.2% | +8+0.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,608 | $50.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 9,894 | $49.5 萬 | 0.2% | +1,550+18.6% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,504 | $48.8 萬 | 0.2% | −71−1.3% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,439 | $48.4 萬 | 0.2% | +16+0.2% | 加碼 | – |
| ETHWBitwise Ethereum ETF | SHS | 31,669 | $47.5 萬 | 0.2% | +4,286+15.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 16,161 | $47.2 萬 | 0.2% | −6,929−30.0% | 減碼 | – |
| GEGeneral Electric Co | Stock | 1,652 | $46.9 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,512 | $45.7 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 641 | $45.4 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| Global X FDS37954Y350 | X EMERGING MKT | 19,068 | $44.7 萬 | 0.2% | −125−0.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,319 | $43.4 萬 | 0.2% | −441−25.1% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（1,255 檔）
2025 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 1,255 檔。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 90,727 | $251.6 萬 | 1.1% | – |
| SLViShares Silver Trust | ETF | 14,363 | $92.5 萬 | 0.4% | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,627 | $68.7 萬 | 0.3% | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 6,270 | $41.2 萬 | 0.2% | – |
| BABoeing Co | Stock | 1,829 | $39.7 萬 | 0.2% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 797 | $25.7 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,487 | $25.4 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,790 | $22.1 萬 | 0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 766 | $22.0 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 3,744 | $20.6 萬 | 0.1% | 歷史 |
| Aim ETF Products Trust00888H562 | ALLIANZIM US EQU | 6,838 | $20.2 萬 | 0.1% | – |
| DBX ETF Tr233051705 | XTRACK MUN INFRA | 8,000 | $19.6 萬 | 0.1% | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 4,441 | $19.2 萬 | 0.1% | – |
| Innovator ETFs Trust45784N858 | EQUITY DEFINED P | 7,458 | $19.2 萬 | 0.1% | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 2,609 | $19.1 萬 | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 888 | $18.8 萬 | 0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 3,817 | $18.4 萬 | 0.1% | – |
| ABTAbbott Laboratories | Stock | 1,448 | $18.1 萬 | 0.1% | 歷史 |
| HODLVanEck Bitcoin ETF | SH BEN INT | 7,276 | $18.0 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 3,585 | $17.8 萬 | 0.1% | – |
| LNCLincoln National Corp | COM | 3,964 | $17.7 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,274 | $17.5 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 6,391 | $17.0 萬 | 0.1% | – |
| Invesco Actively Managed Exc46090A697 | S&P 500 EQUA ETF | 3,344 | $17.0 萬 | 0.1% | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 3,400 | $16.7 萬 | 0.1% | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 7,835 | $16.7 萬 | 0.1% | – |
| IBMInternational Business Machines Corp | Stock | 559 | $16.6 萬 | 0.1% | 歷史 |
| Pacer FDS Tr69374H386 | DATA & DIGI REVO | 2,546 | $16.3 萬 | 0.1% | – |
| WFCWells Fargo & Company | Stock | 1,649 | $15.4 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 186 | $15.3 萬 | 0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,300 | $15.2 萬 | 0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 764 | $15.2 萬 | 0.1% | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 3,442 | $15.0 萬 | 0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,088 | $14.9 萬 | 0.1% | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 7,712 | $14.7 萬 | 0.1% | – |
| MOAltria Group, Inc. | Stock | 2,498 | $14.6 萬 | 0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,284 | $14.4 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 2,447 | $14.0 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 2,874 | $14.0 萬 | 0.1% | – |
| GRMNGarmin Ltd | SHS | 671 | $13.6 萬 | 0.1% | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 643 | $13.4 萬 | 0.1% | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 4,956 | $13.3 萬 | 0.1% | – |
| PRUPrudential Financial Inc | Stock | 1,149 | $13.0 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 5,088 | $13.0 萬 | 0.1% | – |
| AVBAvalonbay Communities Inc | COM | 715 | $13.0 萬 | 0.1% | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 1,285 | $12.9 萬 | 0.1% | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 2,896 | $12.7 萬 | 0.1% | – |
| CARRCarrier Global Corp | Stock | 2,393 | $12.6 萬 | 0.1% | 歷史 |
| WMWaste Management Inc | Stock | 575 | $12.6 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 1,620 | $12.6 萬 | 0.1% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 1,720 | $12.3 萬 | 0.1% | – |
| DBX ETF Tr233051267 | XTRACKERS LOW | 2,580 | $12.2 萬 | 0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 2,603 | $12.1 萬 | 0.1% | – |
| EVRGEvergy, Inc. | Stock | 1,671 | $12.1 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 850 | $12.0 萬 | 0.1% | – |
| ETF Ser Solutions26922B535 | APTUS LARGE CAP | 2,989 | $11.3 萬 | <0.1% | – |
| JKHYJack Henry & Associates Inc | Stock | 612 | $11.2 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 2,351 | $11.1 萬 | <0.1% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,680 | $10.9 萬 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,124 | $10.8 萬 | <0.1% | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 2,255 | $10.7 萬 | <0.1% | – |
| DISWalt Disney Co | Stock | 936 | $10.7 萬 | <0.1% | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 2,311 | $10.7 萬 | <0.1% | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 3,103 | $10.7 萬 | <0.1% | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 2,701 | $10.7 萬 | <0.1% | – |
| Innovator ETFs Trust45783Y111 | EQUI DEFI 1 AUG | 3,986 | $10.6 萬 | <0.1% | – |
| Vanguard Utilities ETF92204A876 | ETF | 554 | $10.3 萬 | <0.1% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 1,678 | $10.2 萬 | <0.1% | – |
| LMTLockheed Martin Corp | Stock | 210 | $10.2 萬 | <0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,277 | $10.1 萬 | <0.1% | – |
| Lattice Strategies Tr518416409 | HARTFORD US EQTY | 1,741 | $10.0 萬 | <0.1% | – |
| Dimensional ETF Trust25434V641 | US LARGE CAP VEC | 1,345 | $10.0 萬 | <0.1% | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 3,437 | $9.99 萬 | <0.1% | – |
| EDConsolidated Edison Inc | Stock | 984 | $9.77 萬 | <0.1% | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 501 | $9.70 萬 | <0.1% | – |
| MAMastercard Inc | Stock | 169 | $9.65 萬 | <0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,366 | $9.48 萬 | <0.1% | – |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 3,869 | $9.41 萬 | <0.1% | – |
| SOSouthern Co | Stock | 1,075 | $9.37 萬 | <0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 822 | $9.36 萬 | <0.1% | – |
| UNHUnitedHealth Group Inc | Stock | 274 | $9.03 萬 | <0.1% | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 301 | $8.98 萬 | <0.1% | – |
| IAUiShares Gold Trust | ETF | 1,098 | $8.91 萬 | <0.1% | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 666 | $8.89 萬 | <0.1% | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 222 | $8.75 萬 | <0.1% | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 1,703 | $8.74 萬 | <0.1% | – |
| VZVerizon Communications Inc | Stock | 2,141 | $8.72 萬 | <0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 586 | $8.71 萬 | <0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 115 | $8.67 萬 | <0.1% | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 1,967 | $8.64 萬 | <0.1% | – |
| DBX ETF Tr23306X811 | XTRACKERS US 0-1 | 2,852 | $8.58 萬 | <0.1% | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 2,170 | $8.49 萬 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,021 | $8.46 萬 | <0.1% | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 2,951 | $8.40 萬 | <0.1% | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 1,784 | $8.28 萬 | <0.1% | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 1,186 | $8.26 萬 | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 1,720 | $8.10 萬 | <0.1% | – |
| DASHDoorDash, Inc. | Stock | 356 | $8.06 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R705 | ST STR 1500MOM | 275 | $8.03 萬 | <0.1% | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 2,137 | $8.03 萬 | <0.1% | – |