Evolve Private Wealth, LLC
- SEC CIK
- 0002111131
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,003
- 較 2026 年第 1 季 +9
- 總值
- $16.4 億
- 較 2026 年第 1 季 −$2.35 億 (−12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 1,508,341 | $5,108 萬 | 3.1% | +92,428+6.5% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 553,056 | $5,100 萬 | 3.1% | +26,523+5.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 246,013 | $4,923 萬 | 3.0% | −36,220−12.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 159,436 | $4,613 萬 | 2.8% | −140,411−46.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 444,989 | $4,405 萬 | 2.7% | +11,372+2.6% | 加碼 | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 499,984 | $3,862 萬 | 2.4% | +33,105+7.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 453,903 | $3,332 萬 | 2.0% | −22,992−4.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 83,602 | $2,988 萬 | 1.8% | −10,444−11.1% | 減碼 | 歷史 |
| iShares Tr46434V266 | INTERNATIONAL SL | 688,053 | $2,979 萬 | 1.8% | +40,508+6.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 74,193 | $2,768 萬 | 1.7% | −23,855−24.3% | 減碼 | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 373,728 | $2,738 萬 | 1.7% | +10,361+2.9% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 964,284 | $2,149 萬 | 1.3% | +44,664+4.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 265,660 | $2,006 萬 | 1.2% | +25,099+10.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,201 | $1,821 萬 | 1.1% | −15,083−23.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 15,484 | $1,787 萬 | 1.1% | −768−4.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 72,380 | $1,725 萬 | 1.1% | −42,110−36.8% | 減碼 | 歷史 |
| PIMCO Equity Ser72202L389 | RAFI DYN EMERG | 584,957 | $1,652 萬 | 1.0% | +23,265+4.1% | 加碼 | – |
| LRCXLam Research Corp | Stock | 36,784 | $1,595 萬 | 1.0% | −3,216−8.0% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 44,949 | $1,356 萬 | 0.8% | −2,981−6.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 148,407 | $1,323 萬 | 0.8% | +2,155+1.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 155,768 | $1,290 萬 | 0.8% | −29,472−15.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 22,889 | $1,289 萬 | 0.8% | −5,638−19.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 34,350 | $1,124 萬 | 0.7% | −11,892−25.7% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 136,238 | $1,050 萬 | 0.6% | −7,412−5.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,688 | $950.6 萬 | 0.6% | −22,263−46.4% | 減碼 | – |
| JBLJabil Inc | Stock | 24,169 | $931.7 萬 | 0.6% | −703−2.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 26,163 | $924.4 萬 | 0.6% | −24,280−48.1% | 減碼 | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 121,145 | $916.2 萬 | 0.6% | +1,312+1.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 31,341 | $796.0 萬 | 0.5% | −11,894−27.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 133,840 | $771.9 萬 | 0.5% | +1,615+1.2% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 157,861 | $745.5 萬 | 0.5% | +3,567+2.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 6,925 | $737.5 萬 | 0.5% | −1,277−15.6% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 93,051 | $721.8 萬 | 0.4% | −235−0.3% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 269,956 | $715.4 萬 | 0.4% | +13,548+5.3% | 加碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 153,551 | $694.9 萬 | 0.4% | −33,083−17.7% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 12,735 | $690.0 萬 | 0.4% | −178−1.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,743 | $688.8 萬 | 0.4% | −2,165−27.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,147 | $679.2 萬 | 0.4% | −11,779−42.2% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 33,795 | $678.0 萬 | 0.4% | −3,137−8.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 57,708 | $677.8 萬 | 0.4% | −29,435−33.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 51,984 | $672.4 萬 | 0.4% | −12,356−19.2% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 71,138 | $666.3 萬 | 0.4% | −562−0.8% | 減碼 | 歷史 |
| 2023 ETF Series Trust900934209 | BRANDES INTL ETF | 150,631 | $632.0 萬 | 0.4% | +4,737+3.2% | 加碼 | – |
| FLEXFlex Ltd. | Stock | 38,802 | $628.9 萬 | 0.4% | −3,328−7.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 52,478 | $594.4 萬 | 0.4% | −25,642−32.8% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 57,481 | $578.7 萬 | 0.4% | −774,694−93.1% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 99,797 | $575.0 萬 | 0.4% | −3,837−3.7% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 74,730 | $568.3 萬 | 0.3% | −6,236−7.7% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 21,306 | $545.2 萬 | 0.3% | +1,303+6.5% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 32,003 | $527.3 萬 | 0.3% | −558−1.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,292 | $517.2 萬 | 0.3% | −5,280−25.7% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 32,163 | $510.2 萬 | 0.3% | −3,042−8.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,039 | $502.3 萬 | 0.3% | −11,086−52.5% | 減碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 36,882 | $501.6 萬 | 0.3% | −2,061−5.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 48,096 | $497.6 萬 | 0.3% | −8,472−15.0% | 減碼 | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 46,061 | $496.9 萬 | 0.3% | −993−2.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 34,456 | $481.1 萬 | 0.3% | −29,568−46.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,233 | $477.8 萬 | 0.3% | −4,271−12.4% | 減碼 | – |
| ALSNAllison Transmission Holdings Inc | Stock | 41,877 | $472.1 萬 | 0.3% | −4,139−9.0% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 28,672 | $467.0 萬 | 0.3% | −2,029−6.6% | 減碼 | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 133,178 | $466.5 萬 | 0.3% | +2,529+1.9% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 63,407 | $463.0 萬 | 0.3% | −4,400−6.5% | 減碼 | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 112,003 | $458.8 萬 | 0.3% | +2,171+2.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 10,999 | $457.2 萬 | 0.3% | −171−1.5% | 減碼 | 歷史 |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 82,649 | $448.3 萬 | 0.3% | +3,122+3.9% | 加碼 | – |
| VLOValero Energy Corp | Stock | 16,899 | $440.1 萬 | 0.3% | −6,707−28.4% | 減碼 | 歷史 |
| PIMCO Equity Ser72202L371 | RAFI DYN MULTI | 104,286 | $434.2 萬 | 0.3% | 00.0% | 不變 | – |
| AYIAcuity Inc. (DE) | Stock | 11,511 | $433.6 萬 | 0.3% | +620+5.7% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 10,756 | $432.8 萬 | 0.3% | −570−5.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,166 | $431.0 萬 | 0.3% | −50−2.3% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 60,043 | $418.9 萬 | 0.3% | −2,242−3.6% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 2,103 | $416.8 萬 | 0.3% | −75−3.4% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 17,692 | $412.4 萬 | 0.3% | −900−4.8% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 35,660 | $410.5 萬 | 0.3% | +29,125+445.7% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 15,027 | $404.0 萬 | 0.2% | −1,515−9.2% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 149,149 | $400.6 萬 | 0.2% | +2,079+1.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 10,589 | $395.7 萬 | 0.2% | −975−8.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,249 | $393.1 萬 | 0.2% | −13,592−72.1% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,762 | $392.8 萬 | 0.2% | −3,853−36.3% | 減碼 | 歷史 |
| ORIOld Republic International Corp | COM | 95,368 | $390.2 萬 | 0.2% | −8,633−8.3% | 減碼 | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 20,291 | $387.4 萬 | 0.2% | +3,635+21.8% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 23,654 | $385.5 萬 | 0.2% | −2,042−7.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,880 | $377.0 萬 | 0.2% | −1,728−18.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,937 | $368.3 萬 | 0.2% | −3,326−45.8% | 減碼 | 歷史 |
| ANAutonation, Inc. | COM | 19,380 | $360.1 萬 | 0.2% | +239+1.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,441 | $359.3 萬 | 0.2% | −6,822−26.0% | 減碼 | 歷史 |
| NVSTEnvista Holdings Corp | COM | 136,015 | $358.4 萬 | 0.2% | +35,221+34.9% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 35,255 | $346.2 萬 | 0.2% | +1,565+4.6% | 加碼 | – |
| NVSNovartis AG | ADR | 21,893 | $343.1 萬 | 0.2% | −681−3.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,583 | $337.7 萬 | 0.2% | −2,396−34.3% | 減碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 11,629 | $336.6 萬 | 0.2% | +193+1.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 79,297 | $335.7 萬 | 0.2% | −7,751−8.9% | 減碼 | 歷史 |
| UGIUgi Corp | Stock | 96,040 | $335.3 萬 | 0.2% | +4,240+4.6% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 5,235 | $334.4 萬 | 0.2% | −1,863−26.2% | 減碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 15,541 | $331.7 萬 | 0.2% | +11,830+318.8% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 86,101 | $327.6 萬 | 0.2% | −10,318−10.7% | 減碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 20,947 | $326.8 萬 | 0.2% | +14,488+224.3% | 加碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 36,400 | $322.3 萬 | 0.2% | −1,833−4.8% | 減碼 | 歷史 |
| Vanguard Fixed Income Secs F922031687 | HIGH-YIELD ACTV | 42,922 | $321.3 萬 | 0.2% | +337+0.8% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 8,224 | $320.7 萬 | 0.2% | +604+7.9% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（262 檔）
2026 年第 1 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 262 檔。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 72,984 | $1,238 萬 | 0.7% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 154,492 | $584.6 萬 | 0.3% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 11,707 | $430.2 萬 | 0.2% | – |
| NRGNRG Energy, Inc. | Stock | 21,628 | $316.1 萬 | 0.2% | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 36,574 | $305.6 萬 | 0.2% | – |
| FLSFlowserve Corp | COM | 35,348 | $259.8 萬 | 0.1% | 歷史 |
| INGRIngredion Inc | COM | 19,942 | $224.7 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 64,450 | $217.0 萬 | 0.1% | – |
| BXBlackstone Inc. | COM | 18,802 | $216.2 萬 | 0.1% | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 63,200 | $214.0 萬 | 0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,603 | $208.0 萬 | 0.1% | – |
| iShares Core S&P US Value ETF464287663 | ETF | 19,656 | $201.0 萬 | 0.1% | – |
| LDOSLeidos Holdings, Inc. | COM | 12,862 | $200.0 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,402 | $199.6 萬 | 0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 14,890 | $197.9 萬 | 0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 9,594 | $197.4 萬 | 0.1% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 12,613 | $195.6 萬 | 0.1% | – |
| HUTHut 8 Corp. | COM | 37,105 | $174.1 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 7,541 | $170.5 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 5,392 | $167.6 萬 | 0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,631 | $165.6 萬 | 0.1% | – |
| TAT&T Inc. | Stock | 56,044 | $162.5 萬 | 0.1% | 歷史 |
| HRLHormel Foods Corp | COM | 70,499 | $159.7 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,694 | $158.9 萬 | 0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 7,039 | $139.2 萬 | 0.1% | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 1,074 | $124.1 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 13,474 | $121.8 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 24,509 | $112.7 萬 | 0.1% | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 933 | $111.2 萬 | 0.1% | – |
| WELLWelltower Inc. | REIT | 5,595 | $110.6 萬 | 0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,022 | $108.2 萬 | 0.1% | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 11,225 | $107.2 萬 | 0.1% | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 14,566 | $99.7 萬 | 0.1% | – |
| DEDeere & Co | Stock | 1,741 | $98.1 萬 | 0.1% | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,443 | $89.5 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 17,514 | $88.6 萬 | <0.1% | – |
| PFGPrincipal Financial Group Inc | COM | 9,547 | $86.0 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,494 | $82.5 萬 | <0.1% | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 9,574 | $80.8 萬 | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,494 | $80.7 萬 | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 7,246 | $80.3 萬 | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,622 | $77.4 萬 | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 8,264 | $76.4 萬 | <0.1% | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 4,121 | $74.5 萬 | <0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,039 | $73.7 萬 | <0.1% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 29,617 | $73.3 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,414 | $72.5 萬 | <0.1% | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,961 | $70.2 萬 | <0.1% | – |
| GWWW.W. Grainger, Inc. | Stock | 638 | $69.6 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,388 | $68.2 萬 | <0.1% | 歷史 |
| LNCLincoln National Corp | COM | 18,845 | $66.9 萬 | <0.1% | 歷史 |
| HASHasbro, Inc. | COM | 7,081 | $66.3 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 18,806 | $66.1 萬 | <0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 25,891 | $63.3 萬 | <0.1% | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 29,634 | $63.2 萬 | <0.1% | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 19,252 | $63.0 萬 | <0.1% | 歷史 |
| JOFJapan Smaller Capitalization Fund Inc | COM | 57,744 | $62.9 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,033 | $61.6 萬 | <0.1% | 歷史 |
| HURNHuron Consulting Group Inc. | Stock | 4,770 | $60.8 萬 | <0.1% | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 8,469 | $60.0 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 5,144 | $59.1 萬 | <0.1% | – |
| IFFInternational Flavors & Fragrances Inc | COM | 8,138 | $59.0 萬 | <0.1% | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,476 | $58.8 萬 | <0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,199 | $58.3 萬 | <0.1% | 歷史 |
| LEALear Corp | COM NEW | 4,788 | $58.0 萬 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 12,465 | $57.8 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,412 | $57.7 萬 | <0.1% | 歷史 |
| PGRProgressive Corp | Stock | 2,848 | $56.5 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,037 | $55.5 萬 | <0.1% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,987 | $55.0 萬 | <0.1% | – |
| CWCurtiss Wright Corp | Stock | 805 | $54.8 萬 | <0.1% | 歷史 |
| NINisource Inc. | COM | 11,563 | $54.0 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 22,280 | $53.4 萬 | <0.1% | – |
| LULUlululemon athletica inc. | Stock | 3,486 | $53.4 萬 | <0.1% | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 18,255 | $52.6 萬 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 13,418 | $51.6 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 11,170 | $51.2 萬 | <0.1% | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,589 | $51.1 萬 | <0.1% | 歷史 |
| CMSCMS Energy Corp | COM | 6,523 | $50.6 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 4,843 | $50.2 萬 | <0.1% | 歷史 |
| CGCarlyle Group Inc. | COM | 10,341 | $50.0 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,825 | $49.7 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 8,779 | $49.0 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,201 | $47.3 萬 | <0.1% | – |
| ALLEAllegion plc | ORD SHS | 3,242 | $47.1 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 17,197 | $46.3 萬 | <0.1% | – |
| NXPINXP Semiconductors N.V. | COM | 2,343 | $46.1 萬 | <0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,044 | $46.1 萬 | <0.1% | – |
| PPLPPL Corp | COM | 12,064 | $46.1 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 6,997 | $45.2 萬 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,867 | $45.1 萬 | <0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,075 | $45.1 萬 | <0.1% | – |
| LHLabcorp Holdings Inc. | Stock | 1,686 | $45.0 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,615 | $44.9 萬 | <0.1% | – |
| KMBKimberly Clark Corp | Stock | 4,606 | $44.4 萬 | <0.1% | 歷史 |
| ITTItt Inc. | COM | 2,332 | $44.4 萬 | <0.1% | 歷史 |
| DFINDonnelley Financial Solutions, Inc. | COM | 9,374 | $44.2 萬 | <0.1% | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 7,725 | $43.8 萬 | <0.1% | 歷史 |
| CLMBClimb Global Solutions, Inc. | COM | 21,802 | $43.2 萬 | <0.1% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 4,041 | $43.1 萬 | <0.1% | 歷史 |