Summit Wealth Group LLC
- SEC CIK
- 0002081278
- 最新申報
- 2026/7/28
2025 年第 3 季持倉
持倉截至 2025/9/30，2026/2/5 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| USNAUsana Health Sciences Inc | COM | 1,662,026 | $6,465 萬 | 8.9% | +1,662,026 | 新進 | 歷史 |
| VALValaris Ltd | CL A | 1,285,176 | $3,920 萬 | 5.4% | +1,285,176 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 435,080 | $3,186 萬 | 4.4% | +435,080 | 新進 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 817,232 | $3,161 萬 | 4.3% | +817,232 | 新進 | 歷史 |
| VFCV F Corp | Stock | 982,565 | $2,746 萬 | 3.8% | +982,565 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 834,491 | $2,270 萬 | 3.1% | +834,491 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 227,828 | $2,064 萬 | 2.8% | +227,828 | 新進 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 388,191 | $2,022 萬 | 2.8% | +388,191 | 新進 | – |
| MTNVail Resorts Inc | COM | 536,075 | $1,620 萬 | 2.2% | +536,075 | 新進 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 289,705 | $1,454 萬 | 2.0% | +289,705 | 新進 | – |
| AFGAmerican Financial Group Inc | COM | 53,079 | $1,322 萬 | 1.8% | +53,079 | 新進 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 169,710 | $1,100 萬 | 1.5% | +169,710 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 34,466 | $1,088 萬 | 1.5% | +26,096+311.8% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 212,370 | $1,051 萬 | 1.4% | +183,634+639.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 79,843 | $1,031 萬 | 1.4% | +56,984+249.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 51,414 | $880.3 萬 | 1.2% | +1,523+3.1% | 加碼 | 歷史 |
| CCSCentury Communities, Inc. | COM | 181,482 | $814.7 萬 | 1.1% | +181,482 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 58,939 | $774.5 萬 | 1.1% | +54,824+1,332.3% | 加碼 | 歷史 |
| PNRGPrimeenergy Resources Corp | COM | 230,607 | $721.3 萬 | 1.0% | +230,607 | 新進 | 歷史 |
| EGEverest Group, Ltd. | COM | 15,074 | $703.8 萬 | 1.0% | +15,074 | 新進 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 128,331 | $629.7 萬 | 0.9% | +122,235+2,005.2% | 加碼 | – |
| PNRPENTAIR plc | SHS | 136,862 | $585.2 萬 | 0.8% | +136,862 | 新進 | 歷史 |
| SEICSEI Investments Co | COM | 115,735 | $552.3 萬 | 0.8% | +115,735 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 10,771 | $549.2 萬 | 0.8% | +10,771 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 13,606 | $513.8 萬 | 0.7% | +13,124+2,722.8% | 加碼 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 206,336 | $492.1 萬 | 0.7% | +206,336 | 新進 | 歷史 |
| CSGPCostar Group, Inc. | COM | 110,820 | $475.5 萬 | 0.7% | +110,820 | 新進 | 歷史 |
| CSTLCastle Biosciences Inc | COM | 122,494 | $450.8 萬 | 0.6% | +122,494 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 103,144 | $416.7 萬 | 0.6% | +103,144 | 新進 | 歷史 |
| GTLSChart Industries Inc | COM | 134,207 | $412.4 萬 | 0.6% | +134,207 | 新進 | 歷史 |
| EVREvercore Inc. | CLASS A | 19,614 | $397.7 萬 | 0.5% | +19,614 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,752 | $377.4 萬 | 0.5% | +5,553+463.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 92,242 | $367.9 萬 | 0.5% | +92,242 | 新進 | 歷史 |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 72,490 | $364.4 萬 | 0.5% | +72,490 | 新進 | – |
| PAYXPaychex Inc | Stock | 92,764 | $357.8 萬 | 0.5% | +92,764 | 新進 | 歷史 |
| VVisa Inc. | Stock | 14,591 | $353.7 萬 | 0.5% | +12,856+741.0% | 加碼 | 歷史 |
| Timothy Plan887432326 | HIG DV STK ETF | 78,416 | $348.4 萬 | 0.5% | +67,108+593.5% | 加碼 | – |
| ACNAccenture plc | Stock | 10,914 | $335.2 萬 | 0.5% | +10,914 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 60,771 | $326.7 萬 | 0.4% | +55,356+1,022.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,383 | $321.8 萬 | 0.4% | +5,103+398.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 7,952 | $314.8 萬 | 0.4% | +7,952 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 53,120 | $304.7 萬 | 0.4% | +53,120 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,679 | $290.5 萬 | 0.4% | −57,154−89.5% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 33,861 | $280.1 萬 | 0.4% | +33,861 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,574 | $275.3 萬 | 0.4% | +12,519+1,186.6% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P637 | FTSE JAPAN HDG | 92,513 | $270.9 萬 | 0.4% | +92,513 | 新進 | – |
| KRCKilroy Realty Corp | COM | 34,589 | $270.7 萬 | 0.4% | +34,589 | 新進 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 51,356 | $268.6 萬 | 0.4% | +51,356 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 29,458 | $267.9 萬 | 0.4% | +29,458 | 新進 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 27,899 | $267.5 萬 | 0.4% | +27,899 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 42,691 | $267.1 萬 | 0.4% | +40,906+2,291.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 18,932 | $259.8 萬 | 0.4% | +18,932 | 新進 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 5,852 | $257.2 萬 | 0.4% | +5,852 | 新進 | – |
| PGYPagaya Technologies Ltd. | CL A NEW | 52,982 | $253.8 萬 | 0.3% | +52,982 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,346 | $237.6 萬 | 0.3% | +8,346 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 34,256 | $236.6 萬 | 0.3% | +34,256 | 新進 | – |
| PEPPepsiCo Inc | Stock | 49,754 | $229.6 萬 | 0.3% | +47,532+2,139.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 23,477 | $227.4 萬 | 0.3% | +21,560+1,124.7% | 加碼 | 歷史 |
| KFRCKforce Inc | COM | 27,619 | $227.1 萬 | 0.3% | +27,619 | 新進 | 歷史 |
| EXEExpand Energy Corp | COM | 39,414 | $226.7 萬 | 0.3% | +39,414 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,094 | $222.5 萬 | 0.3% | +18,727+294.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,224 | $218.0 萬 | 0.3% | +3,074+97.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,784 | $205.0 萬 | 0.3% | +4,568+206.1% | 加碼 | 歷史 |
| PSNParsons Corp | COM | 63,912 | $201.5 萬 | 0.3% | +63,912 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 9,688 | $200.4 萬 | 0.3% | +9,688 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 54,286 | $197.3 萬 | 0.3% | +53,881+13,304.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 33,746 | $193.8 萬 | 0.3% | +33,746 | 新進 | – |
| MDTMedtronic plc | Stock | 24,284 | $190.3 萬 | 0.3% | +24,284 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 3,718 | $187.9 萬 | 0.3% | +3,432+1,200.0% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 7,295 | $187.1 萬 | 0.3% | −26,364−78.3% | 減碼 | – |
| NKENIKE, Inc. | Stock | 19,408 | $185.6 萬 | 0.3% | +19,408 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,656 | $185.0 萬 | 0.3% | +3,656 | 新進 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 38,113 | $184.5 萬 | 0.3% | +38,113 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,386 | $180.9 萬 | 0.2% | +7,310+90.5% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 16,174 | $179.0 萬 | 0.2% | +16,174 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 7,007 | $175.3 萬 | 0.2% | +1,457+26.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,069 | $175.0 萬 | 0.2% | +9,243+327.1% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 7,559 | $171.6 萬 | 0.2% | +7,559 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 20,695 | $165.9 萬 | 0.2% | +20,695 | 新進 | – |
| SPSCSPS Commerce Inc | COM | 9,579 | $163.4 萬 | 0.2% | +9,579 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 35,263 | $160.1 萬 | 0.2% | +30,684+670.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,249 | $159.5 萬 | 0.2% | +3,249 | 新進 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 5,486 | $155.3 萬 | 0.2% | +5,486 | 新進 | 歷史 |
| RMDResmed Inc | COM | 40,277 | $154.5 萬 | 0.2% | +40,277 | 新進 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 35,668 | $149.9 萬 | 0.2% | +35,668 | 新進 | – |
| RTXRTX Corp | Stock | 20,746 | $149.3 萬 | 0.2% | +20,746 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,231 | $146.5 萬 | 0.2% | +9,491+200.2% | 加碼 | 歷史 |
| RCIRogers Communications Inc | CL B | 210,537 | $145.5 萬 | 0.2% | +210,537 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,329 | $145.3 萬 | 0.2% | +5,448+140.4% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 14,217 | $144.3 萬 | 0.2% | +14,217 | 新進 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 19,947 | $143.1 萬 | 0.2% | +19,947 | 新進 | 歷史 |
| WCCWesco International Inc | COM | 4,634 | $142.7 萬 | 0.2% | +4,634 | 新進 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 27,224 | $137.0 萬 | 0.2% | +27,224 | 新進 | – |
| John Hancock Exchange Traded47804J842 | MULTIFACTR SML | 15,964 | $133.3 萬 | 0.2% | +15,964 | 新進 | – |
| AMGNAmgen Inc | Stock | 4,957 | $133.2 萬 | 0.2% | +3,974+404.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,851 | $131.6 萬 | 0.2% | +11,851 | 新進 | 歷史 |
| SGISomnigroup International Inc. | COM | 12,222 | $130.2 萬 | 0.2% | +12,222 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 8,319 | $129.2 萬 | 0.2% | +8,319 | 新進 | 歷史 |
| RUNSunrun Inc. | COM | 102,594 | $128.9 萬 | 0.2% | +102,594 | 新進 | 歷史 |
| CPACopa Holdings, S.A. | CL A | 50,524 | $127.0 萬 | 0.2% | +50,524 | 新進 | 歷史 |
2025 年第 2 季之後清倉（159 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 159 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 |
|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 835,035 | $2,213 萬 | 5.6% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 174,147 | $1,583 萬 | 4.0% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 21,132 | $927.5 萬 | 2.3% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 143,240 | $898.7 萬 | 2.3% | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 170,519 | $722.3 萬 | 1.8% | – |
| Fidelity Covington Trust316092717 | INT VL FCT ETF | 231,839 | $680.2 萬 | 1.7% | – |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 178,965 | $638.7 萬 | 1.6% | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 137,719 | $615.6 萬 | 1.5% | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 127,857 | $540.3 萬 | 1.4% | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 116,787 | $534.5 萬 | 1.3% | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 102,983 | $450.6 萬 | 1.1% | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 185,618 | $435.5 萬 | 1.1% | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 48,721 | $432.4 萬 | 1.1% | – |
| BankFirst Capital Corp066440108 | Common / Ordinary Stock | 103,194 | $419.2 萬 | 1.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,429 | $398.6 萬 | 1.0% | – |
| SEI Exchange Traded Funds81589A700 | SELECT INTL EQUI | 132,000 | $389.1 萬 | 1.0% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 19,905 | $386.6 萬 | 1.0% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 19,167 | $378.0 萬 | 0.9% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,790 | $359.5 萬 | 0.9% | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 96,678 | $346.5 萬 | 0.9% | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 117,055 | $344.5 萬 | 0.9% | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 97,568 | $335.8 萬 | 0.8% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 23,614 | $327.5 萬 | 0.8% | – |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 87,246 | $324.4 萬 | 0.8% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 37,304 | $299.3 萬 | 0.8% | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 71,720 | $297.3 萬 | 0.7% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 58,838 | $294.9 萬 | 0.7% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 36,552 | $287.7 萬 | 0.7% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 49,533 | $282.4 萬 | 0.7% | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 56,921 | $274.6 萬 | 0.7% | – |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 59,296 | $274.4 萬 | 0.7% | – |
| SEI Exchange Traded Funds81589A502 | SELECT SMALL CAP | 105,565 | $270.6 萬 | 0.7% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 27,734 | $252.3 萬 | 0.6% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 8,611 | $238.8 萬 | 0.6% | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 32,885 | $210.9 萬 | 0.5% | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 23,348 | $199.8 萬 | 0.5% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,566 | $196.9 萬 | 0.5% | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 36,406 | $190.9 萬 | 0.5% | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 30,775 | $188.1 萬 | 0.5% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,417 | $183.4 萬 | 0.5% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 7,309 | $175.6 萬 | 0.4% | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 60,262 | $174.5 萬 | 0.4% | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 26,247 | $167.2 萬 | 0.4% | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 59,352 | $166.2 萬 | 0.4% | – |
| SEI Exchange Traded Funds81589A601 | SELECT EMERGING | 58,405 | $160.7 萬 | 0.4% | – |
| HCAHCA Healthcare, Inc. | COM | 4,145 | $158.8 萬 | 0.4% | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,125 | $148.6 萬 | 0.4% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,206 | $148.3 萬 | 0.4% | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 47,150 | $138.5 萬 | 0.3% | – |
| AFLAflac Inc | Stock | 13,012 | $137.2 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,580 | $131.1 萬 | 0.3% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 18,993 | $127.7 萬 | 0.3% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 45,363 | $122.7 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 38,511 | $122.5 萬 | 0.3% | – |
| GOOGLAlphabet Inc. | Stock | 6,611 | $116.5 萬 | 0.3% | 歷史 |
| Davis Fundamental ETF Tr23908L108 | SELECT FINL | 27,113 | $116.4 萬 | 0.3% | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 29,260 | $115.8 萬 | 0.3% | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 31,127 | $115.3 萬 | 0.3% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,617 | $111.9 萬 | 0.3% | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 32,206 | $111.1 萬 | 0.3% | – |
| First Tr Exchange-Traded FD336917109 | SHS | 26,438 | $110.7 萬 | 0.3% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,854 | $105.6 萬 | 0.3% | – |
| SPGIS&P Global Inc. | Stock | 1,940 | $102.3 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,629 | $101.9 萬 | 0.3% | – |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 31,863 | $101.2 萬 | 0.3% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,834 | $92.3 萬 | 0.2% | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 13,745 | $91.9 萬 | 0.2% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,104 | $90.3 萬 | 0.2% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,789 | $90.1 萬 | 0.2% | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 18,985 | $87.9 萬 | 0.2% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 9,441 | $85.1 萬 | 0.2% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 23,967 | $84.6 萬 | 0.2% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 10,251 | $77.9 萬 | 0.2% | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 11,688 | $76.6 萬 | 0.2% | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 25,605 | $75.5 萬 | 0.2% | – |
| AXTAAxalta Coating Systems Ltd. | COM | 25,410 | $75.4 萬 | 0.2% | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 17,065 | $72.2 萬 | 0.2% | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,975 | $67.1 萬 | 0.2% | – |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 27,540 | $66.4 萬 | 0.2% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 22,366 | $65.3 萬 | 0.2% | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 19,006 | $61.2 萬 | 0.2% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,192 | $60.7 萬 | 0.2% | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,210 | $56.6 萬 | 0.1% | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 12,434 | $56.0 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33733E831 | INDXX AEROSPACE | 14,112 | $52.7 萬 | 0.1% | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 11,318 | $52.0 萬 | 0.1% | – |
| DEDeere & Co | Stock | 1,004 | $51.2 萬 | 0.1% | 歷史 |
| SOSouthern Co | Stock | 5,402 | $49.6 萬 | 0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,008 | $47.5 萬 | 0.1% | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 9,741 | $46.8 萬 | 0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,658 | $46.0 萬 | 0.1% | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 12,396 | $45.8 萬 | 0.1% | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 11,033 | $44.8 萬 | 0.1% | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 13,052 | $44.7 萬 | 0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,758 | $44.5 萬 | 0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,893 | $43.0 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,315 | $39.1 萬 | 0.1% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 9,524 | $38.8 萬 | 0.1% | – |
| JJacobs Solutions Inc. | COM | 2,938 | $38.6 萬 | 0.1% | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 7,599 | $38.6 萬 | 0.1% | – |