CreativeOne Wealth, LLC — Q1 2025 13F 持股

Name: CreativeOne Wealth, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001739728

申報總市值

US$43.1億

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僅顯示前 200 大持股（共 1056 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	DHR	Danaher CORP	股票-醫療保健	0.01%	—	-1.96%
2	FMDE	Fidelity Enhanced Mid Cap Co	ETF-其他	0.01%	—	-14.31%
3	SGOV	Ishares 0-3 Month Treasury B	ETF-政府公債	0.01%	—	+27.94%
4	ARM	Arm Holdings Plc-adr	股票-科技	0.01%	—	-20.13%
5	GAUG	Ft Vest US Equity Moderate B	ETF-其他	0.01%	—	+20.77%
6	BFEB	Innovator U.s. Equity Buffer	ETF-其他	0.01%	—	+8.07%
7	BUCK	Simplify Treasury Option INC	ETF-政府公債	0.01%	—	—
8	MOO	Vaneck Agribusiness ETF	ETF-其他	0.01%	—	+37.01%
9	DVA	Davita INC	股票-醫療保健	0.01%	—	-38.51%
10	DBX	Dropbox Inc-class A	股票-科技	0.01%	—	+6.84%
11	SCHA	Schwab US Small-cap ETF	ETF-其他	0.01%	—	+3.80%
12	SUSL	Ishares Esg Msci USA Leaders	ETF-其他	0.01%	—	+2.28%
13	FTHY	First Trust Hi Yld Opp 2027	股票-其他	0.01%	—	-24.74%
14	ENB	Enbridge INC	股票-能源	0.01%	—	-3.35%
15	TPL	Texas Pacific Land CORP	股票-能源	0.01%	—	+16.07%
16	BRO	Brown & Brown INC	股票-金融	0.01%	—	-0.18%
17	CEF	Sprott Physical Gold And Sil	股票-其他	0.01%	—	-25.02%
18	BSEP	Innovator U.s. Equity Buffer	ETF-其他	0.01%	—	-3.95%
19	SOXX	Ishares Semiconductor ETF	ETF-其他	0.01%	—	-1.64%
20	EIX	Edison International	股票-公用事業	0.01%	—	+35.50%
21	WRB	Wr Berkley CORP	股票-金融	0.01%	—	-3.50%
22	SIL	Global X Silver Miners ETF	ETF-避險與商品	0.01%	—	—
23	BMAR	Innovator U.s. Equity Buffer	ETF-其他	0.01%	—	-2.99%
24	ZJUL	Innovator Edp ETF 1 Yr July	ETF-其他	0.01%	—	-2.16%
25	FITB	Fifth Third Bancorp	股票-金融	0.01%	—	+25.87%
26	FHN	First Horizon CORP	股票-金融	0.01%	—	+50.76%
27	PSR	Invesco Active US Real Estat	ETF-其他	0.01%	—	+5.94%
28	HBAN	Huntington Bancshares INC	股票-金融	0.01%	—	+11.01%
29	FTSL	First Trust Senior Loan ETF	ETF-其他	0.01%	—	+30.55%
30	HOOD	Robinhood Markets INC - A	股票-金融	0.01%	—	—
31	REGN	Regeneron Pharmaceuticals	股票-醫療保健	0.01%	—	+16.59%
32	VT	Vanguard Tot World Stk ETF	ETF-其他	0.01%	—	+2.86%
33	BP	Bp Plc-spons Adr	股票-能源	0.01%	—	+38.41%
34	TWLO	Twilio INC - A	股票-科技	0.01%	—	-1.01%
35	AA	Alcoa CORP	股票-原物料	0.01%	—	+7.70%
36	BJUL	Innovator U.s. Equity Buffer	ETF-其他	0.01%	—	-4.61%
37	VLTO	Veralto CORP	股票-工業	0.01%	—	-21.31%
38	XBAP	Innovator US Eqy Accel 9 Buf	ETF-其他	0.01%	—	-12.77%
39	UPRO	Proshares Ultrapro S&p 500	ETF-大型股與成長	0.01%	—	-8.38%
40	SEIC	Sei Investments Company	股票-金融	0.01%	—	+41.73%
41	BOCT	Innovator U.s. Equity Buffer	ETF-其他	0.01%	—	-0.64%
42	BJUN	Innovator U.s. Equity Buffer	ETF-其他	0.01%	—	-2.47%
43	BNOV	Innovator U.s. Equity Buffer	ETF-其他	0.01%	—	-1.43%
44	BBDC	Barings Bdc INC	股票-其他	0.01%	—	-11.04%
45	ACM	Aecom	股票-工業	0.01%	—	+0.18%
46	NDEC	In Gro-100 Pwr Buf ETF - Dec	ETF-其他	0.01%	—	+9.66%
47	QJUN	Ft Vest Nasdaq-100 Buffer Et	ETF-科技型	0.01%	—	+6.16%
48	DOCS	Doximity Inc-class A	股票-醫療保健	0.01%	—	—
49	EMN	Eastman Chemical Co	股票-原物料	0.01%	—	+0.79%
50	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.01%	—	+4.78%

1–50 of 200