★
Trade Filings
管理人 股票 申报文件 超级投资者
信号 机构买入 机构卖出 内部人活动 13D & 13G 监控 板块轮动
工具 股票筛选器 管理人筛选器 对比管理人 共识篮子 所有研究工具 数据 API
学习与 AI 学习 数据提问 AI 智能体
新闻 ★ 已保存
关于 关于我们 方法论 联系我们 免责声明
阅读器
数据方案

历史数据下载功能:将随账户功能一同推出。

API 网关

对本站缓存数据提供免费只读JSON访问。

深色模式

引导视图
初次接触市场,对价格、收益率、年初至今涨幅、市值等概念感到陌生?我们在您浏览时以浅显易懂的方式解释每个术语,数据不变,帮助随时在线。

专家视角
您已了解市场。只看数据:干净、快速、简洁,无多余解释。这是默认视图。

界面语言
管理人记录 · 已归档季度

Assetmark, Inc

Concord, CA · CIK 1344551 · EDGAR 文件 ↗

Q2 2026 Q1 2026 Q4 2025 差异 ⇄
$49.04B13F报告持仓市值
3,370持仓明细
28.8%前十大权重
67.80有效持仓
n/a预计换手率
+0新增
−0清仓

申报的13F投资组合价值仅涵盖美国应申报多头仓位,不含现金、债券、空头仓位或非美国持仓,不等同于管理规模。 无可比的前期申报,本季度变动列数据不可用。

各季度报告持仓市值 Q4 2025 → Q2 2026
板块敞口
金融服务 68.3%
科技 11.0%
通信服务 5.7%
医疗保健 3.6%
可选消费 3.3%
工业 2.1%
必选消费 2.1%
公用事业 1.4%
基础材料 1.3%
能源 0.8%
房地产 0.6%

占已申报普通股权益价值的比例;(±pp)较上一季度。

持仓组合 · Q4 2025
#证券权重价值股份Δ股份持有
1 MGK Vanguard Morningstar Mega… 7.2% $3.55B 8.59M n/a n/c 1
2 MGV Vanguard Morningstar Mega… 4.4% $2.18B 15.43M n/a n/c 1
3 VOO Vanguard S&P 500 ETF 4.4% $2.17B 3.46M n/a n/c 1
4 NVDA NVIDIA Corporation 2.2% $1.08B 5.78M n/a n/c 1
5 VBR Vanguard Morningstar… 1.9% $927.52M 4.38M n/a n/c 1
6 MSFT Microsoft Corporation 1.9% $922.12M 1.91M n/a n/c 1
7 MINT PIMCO Enhanced Short… 1.8% $897.81M 8.95M n/a n/c 1
8 GOOGL Alphabet Inc. 1.7% $809.85M 2.59M n/a n/c 1
9 VOE Vanguard Morningstar… 1.6% $802.56M 4.52M n/a n/c 1
10 AAPL Apple Inc. 1.6% $790.84M 2.91M n/a n/c 1
11 IEFA iShares Core MSCI EAFE ETF 1.5% $748.33M 8.36M n/a n/c 1
12 IVV iShares Core S&P 500 ETF 1.4% $676.75M 988.05K n/a n/c 1
13 VOT Vanguard Morningstar… 1.3% $619.24M 2.22M n/a n/c 1
14 IEMG iShares Core MSCI Emerging… 1.2% $600.28M 8.93M n/a n/c 1
15 META Meta Platforms, Inc. 1.2% $598.44M 906.61K n/a n/c 1
16 GOVT iShares U.S. Treasury Bond… 1.2% $575.40M 24.99M n/a n/c 1
17 HYG iShares iBoxx $ High Yield… 1.2% $564.85M 7.01M n/a n/c 1
18 JNK State Street SPDR Bloomberg… 1.1% $552.49M 5.68M n/a n/c 1
19 AVGO Broadcom Inc. 1.1% $550.89M 1.59M n/a n/c 1
20 SHYG iShares 0-5 Year High Yield… 1.0% $502.66M 11.73M n/a n/c 1
21 USIG iShares Broad USD… 1.0% $500.32M 9.66M n/a n/c 1
22 VBK Vanguard Morningstar… 1.0% $472.77M 1.56M n/a n/c 1
23 AMZN Amazon.com, Inc. 0.9% $419.87M 1.82M n/a n/c 1
24 VMBS Vanguard Mortgage-Backed… 0.8% $413.97M 8.79M n/a n/c 1
25 IGIB iShares 5-10 Year… 0.8% $398.40M 7.39M n/a n/c 1
26 MTUM iShares MSCI USA Momentum… 0.8% $376.07M 1.50M n/a n/c 1
27 IEI iShares 3-7 Year Treasury… 0.7% $364.26M 3.05M n/a n/c 1
28 SYF Synchrony Financial 0.7% $358.87M 4.30M n/a n/c 1
29 FOXA Fox Corporation 0.7% $354.59M 4.85M n/a n/c 1
30 BND Vanguard Total Bond Market… 0.7% $343.45M 4.64M n/a n/c 1
31 VTI Vanguard Morningstar Total… 0.7% $342.08M 1.02M n/a n/c 1
32 VEA Vanguard FTSE Developed… 0.7% $329.10M 5.27M n/a n/c 1
33 MUB iShares National Muni Bond… 0.7% $328.55M 3.07M n/a n/c 1
34 UTHR United Therapeutics… 0.6% $309.38M 634.96K n/a n/c 1
35 BNDX Vanguard Total… 0.6% $300.37M 6.22M n/a n/c 1
36 NEM Newmont Corporation 0.6% $286.62M 2.87M n/a n/c 1
37 VTV Vanguard Morningstar Value… 0.6% $275.07M 1.44M n/a n/c 1
38 T AT&T Inc. 0.6% $271.29M 10.92M n/a n/c 1
39 SPYM State Street SPDR Portfolio… 0.5% $259.41M 3.23M n/a n/c 1
40 JPM JPMorgan Chase & Co. 0.5% $258.19M 801.30K n/a n/c 1
41 VXF Vanguard Extended Market ETF 0.5% $255.77M 1.22M n/a n/c 1
42 VUG Vanguard Morningstar Growth… 0.5% $248.72M 509.82K n/a n/c 1
43 SPTM State Street SPDR Portfolio… 0.5% $226.75M 2.75M n/a n/c 1
44 TLH iShares 10-20 Year Treasury… 0.4% $217.87M 2.14M n/a n/c 1
45 SSO PROSHARES TR 0.4% $200.65M 3.46M n/a n/c 1
46 PG The Procter & Gamble Company 0.4% $196.68M 1.37M n/a n/c 1
47 SHY iShares 1-3 Year Treasury… 0.4% $179.99M 2.17M n/a n/c 1
48 UAL United Airlines Holdings… 0.4% $178.34M 1.59M n/a n/c 1
49 SCHX Schwab U.S. Large-Cap ETF 0.4% $175.29M 6.51M n/a n/c 1
50 SPIB State Street SPDR Portfolio… 0.4% $175.18M 5.18M n/a n/c 1
51 TSM Taiwan Semiconductor… 0.3% $167.98M 552.76K n/a n/c 1
52 GOOG Alphabet Inc. 0.3% $160.85M 512.60K n/a n/c 1
53 TSLA Tesla, Inc. 0.3% $159.95M 355.67K n/a n/c 1
54 MO Altria Group, Inc. 0.3% $154.62M 2.68M n/a n/c 1
55 VST Vistra Corp. 0.3% $154.22M 955.90K n/a n/c 1
56 SPTL State Street SPDR Portfolio… 0.3% $153.43M 5.80M n/a n/c 1
57 VZ Verizon Communications Inc. 0.3% $149.87M 3.68M n/a n/c 1
58 USMV iShares MSCI USA Min Vol… 0.3% $146.36M 1.55M n/a n/c 1
59 EXEL Exelixis, Inc. 0.3% $145.99M 3.33M n/a n/c 1
60 KLAC KLA Corporation 0.3% $142.41M 117.20K n/a n/c 1
61 IJR iShares Core S&P Small-Cap… 0.3% $138.98M 1.16M n/a n/c 1
62 IDEV iShares Core MSCI… 0.3% $138.46M 1.68M n/a n/c 1
63 BIL State Street SPDR Bloomberg… 0.3% $133.46M 1.46M n/a n/c 1
64 IEUR iShares Core MSCI Europe ETF 0.3% $133.39M 1.88M n/a n/c 1
65 MA Mastercard Incorporated 0.3% $130.90M 229.30K n/a n/c 1
66 EMB iShares J.P. Morgan USD… 0.3% $127.89M 1.33M n/a n/c 1
67 AGG iShares Core U.S. Aggregate… 0.3% $126.43M 1.27M n/a n/c 1
68 TLT iShares 20+ Year Treasury… 0.3% $124.68M 1.43M n/a n/c 1
69 TIP iShares TIPS Bond ETF 0.2% $121.84M 1.11M n/a n/c 1
70 MRSH Marsh & McLennan Companies… 0.2% $119.80M 645.73K n/a n/c 1
71 BRK-B Berkshire Hathaway Inc. 0.2% $115.82M 230.43K n/a n/c 1
72 QCOM QUALCOMM Incorporated 0.2% $112.25M 656.23K n/a n/c 1
73 RCL Royal Caribbean Cruises Ltd. 0.2% $112.09M 401.89K n/a n/c 1
74 LQD iShares iBoxx $ Investment… 0.2% $111.95M 1.02M n/a n/c 1
75 JIRE JPMorgan International… 0.2% $111.59M 1.49M n/a n/c 1
76 CMCSA Comcast Corporation 0.2% $110.41M 3.69M n/a n/c 1
77 VCRB Vanguard Core Bond ETF 0.2% $105.98M 1.36M n/a n/c 1
78 VCIT Vanguard Intermediate-Term… 0.2% $103.89M 1.24M n/a n/c 1
79 VSS Vanguard FTSE All-World… 0.2% $103.39M 721.35K n/a n/c 1
80 DYNF iShares U.S. Equity Factor… 0.2% $102.91M 1.69M n/a n/c 1
81 WFC Wells Fargo & Company 0.2% $102.22M 1.10M n/a n/c 1
82 HIG The Hartford Insurance… 0.2% $101.41M 735.91K n/a n/c 1
83 PM Philip Morris International… 0.2% $101.15M 630.58K n/a n/c 1
84 XLK State Street Technology… 0.2% $100.71M 699.55K n/a n/c 1
85 SCHW The Charles Schwab… 0.2% $100.68M 1.01M n/a n/c 1
86 VYM Vanguard High Dividend… 0.2% $100.18M 698.05K n/a n/c 1
87 SPDW State Street SPDR Portfolio… 0.2% $98.97M 2.23M n/a n/c 1
88 CFG Citizens Financial Group… 0.2% $97.96M 1.68M n/a n/c 1
89 FLOT iShares Floating Rate Bond… 0.2% $97.58M 1.92M n/a n/c 1
90 IEF iShares 7-10 Year Treasury… 0.2% $96.91M 1.01M n/a n/c 1
91 AMAT Applied Materials, Inc. 0.2% $96.76M 376.51K n/a n/c 1
92 VO Vanguard Morningstar… 0.2% $96.68M 333.13K n/a n/c 1
93 AFL Aflac Incorporated 0.2% $96.22M 872.62K n/a n/c 1
94 EG Everest Group, Ltd. 0.2% $95.12M 280.31K n/a n/c 1
95 ACGL Arch Capital Group Ltd. 0.2% $94.70M 987.27K n/a n/c 1
96 SCHG Schwab U.S. Large-Cap… 0.2% $94.64M 2.90M n/a n/c 1
97 DFAX Dimensional World ex U.S.… 0.2% $94.64M 2.89M n/a n/c 1
98 NRG NRG Energy, Inc. 0.2% $92.48M 580.75K n/a n/c 1
99 EWC iShares MSCI Canada ETF 0.2% $92.13M 1.71M n/a n/c 1
100 BKNG Booking Holdings Inc. 0.2% $90.66M 16.93K n/a n/c 1
101 DFAC Dimensional - US Core… 0.2% $90.62M 2.29M n/a n/c 1
102 USHY iShares Broad USD High… 0.2% $88.41M 2.36M n/a n/c 1
103 VGT Vanguard Information… 0.2% $88.12M 116.91K n/a n/c 1
104 V Visa Inc. 0.2% $86.08M 245.43K n/a n/c 1
105 IGSB iShares 1-5 Year Investment… 0.2% $85.13M 1.61M n/a n/c 1
106 IAU iShares Gold Trust 0.2% $84.77M 1.04M n/a n/c 1
107 BKLN Invesco Senior Loan ETF 0.2% $84.54M 4.03M n/a n/c 1
108 VNQI Vanguard Global ex-U.S.… 0.2% $83.85M 1.83M n/a n/c 1
109 IUSB iShares Core Universal USD… 0.2% $83.67M 1.80M n/a n/c 1
110 SPTI State Street SPDR Portfolio… 0.2% $82.00M 2.84M n/a n/c 1
111 WSM Williams-Sonoma, Inc. 0.2% $81.47M 456.17K n/a n/c 1
112 CWB State Street SPDR Bloomberg… 0.2% $81.33M 911.75K n/a n/c 1
113 LVHI Franklin International Low… 0.2% $81.22M 2.21M n/a n/c 1
114 XBI State Street SPDR S&P… 0.2% $77.53M 635.84K n/a n/c 1
115 JPST JPMorgan Ultra-Short Income… 0.2% $77.02M 1.52M n/a n/c 1
116 XLI State Street Industrial… 0.2% $76.84M 495.38K n/a n/c 1
117 VNQ Vanguard Real Estate ETF 0.2% $76.27M 861.93K n/a n/c 1
118 SHV iShares Trust iShares 0-1… 0.2% $75.63M 686.64K n/a n/c 1
119 VB Vanguard Morningstar… 0.2% $75.33M 292.04K n/a n/c 1
120 IGLB iShares 10+ Year Investment… 0.2% $75.08M 1.49M n/a n/c 1
121 AMGN Amgen Inc. 0.2% $74.67M 228.13K n/a n/c 1
122 PHM PulteGroup, Inc. 0.2% $74.26M 633.32K n/a n/c 1
123 INGR Ingredion Incorporated 0.1% $73.35M 665.23K n/a n/c 1
124 PEG Public Service Enterprise… 0.1% $73.05M 909.75K n/a n/c 1
125 SPSM State Street SPDR Portfolio… 0.1% $72.25M 1.54M n/a n/c 1
126 IPAC iShares Core MSCI Pacific… 0.1% $70.76M 966.50K n/a n/c 1
127 ED Consolidated Edison, Inc. 0.1% $69.73M 702.04K n/a n/c 1
128 OMC Omnicom Group Inc. 0.1% $69.67M 862.78K n/a n/c 1
129 SPEM State Street SPDR Portfolio… 0.1% $68.53M 1.46M n/a n/c 1
130 BBUS JPMorgan BetaBuilders U.S.… 0.1% $68.48M 555.38K n/a n/c 1
131 HYD VanEck High Yield Muni ETF 0.1% $67.18M 1.31M n/a n/c 1
132 PLTR Palantir Technologies Inc. 0.1% $66.45M 373.87K n/a n/c 1
133 LLY Eli Lilly and Company 0.1% $63.28M 58.88K n/a n/c 1
134 VICI VICI Properties Inc. 0.1% $63.09M 2.24M n/a n/c 1
135 PFE Pfizer Inc. 0.1% $62.58M 2.51M n/a n/c 1
136 OHI Omega Healthcare Investors… 0.1% $62.54M 1.41M n/a n/c 1
137 DHI D.R. Horton, Inc. 0.1% $62.19M 431.77K n/a n/c 1
138 ACWI iShares MSCI ACWI ETF 0.1% $61.19M 432.46K n/a n/c 1
139 BLDR Builders FirstSource, Inc. 0.1% $61.03M 593.20K n/a n/c 1
140 WT WisdomTree, Inc. 0.1% $60.69M 1.27M n/a n/c 1
141 MTG MGIC Investment Corporation 0.1% $59.57M 2.04M n/a n/c 1
142 EFV iShares MSCI EAFE Value ETF 0.1% $59.47M 832.84K n/a n/c 1
143 DFSD Dimensional - Short… 0.1% $58.52M 1.22M n/a n/c 1
144 SJNK State Street SPDR Bloomberg… 0.1% $58.43M 2.31M n/a n/c 1
145 CVS CVS Health Corp. 0.1% $58.14M 732.67K n/a n/c 1
146 HYS PIMCO ETF TR 0.1% $58.11M 612.82K n/a n/c 1
147 XLC State Street Communication… 0.1% $57.32M 486.93K n/a n/c 1
148 XLF State Street Financial… 0.1% $56.75M 1.04M n/a n/c 1
149 KGC Kinross Gold Corporation 0.1% $56.65M 2.01M n/a n/c 1
150 MDT Medtronic plc 0.1% $56.34M 586.55K n/a n/c 1
151 VWO Vanguard FTSE Emerging… 0.1% $56.18M 1.04M n/a n/c 1
152 NVS Novartis AG 0.1% $56.01M 406.23K n/a n/c 1
153 BAC Bank of America Corporation 0.1% $55.92M 1.02M n/a n/c 1
154 VONG Vanguard Russell 1000… 0.1% $55.45M 455.47K n/a n/c 1
155 XONA.DE Exxon Mobil Corporation 0.1% $54.71M 454.64K n/a n/c 1
156 ILF iShares Latin America 40 ETF 0.1% $54.66M 1.80M n/a n/c 1
157 EXPD Expeditors International of… 0.1% $53.98M 362.25K n/a n/c 1
158 VEU Vanguard FTSE All-World… 0.1% $52.62M 715.36K n/a n/c 1
159 BDX Becton, Dickinson and… 0.1% $52.58M 270.91K n/a n/c 1
160 TROW T. Rowe Price Group, Inc. 0.1% $52.37M 511.52K n/a n/c 1
161 SCHP Schwab US TIPS ETF 0.1% $51.18M 1.93M n/a n/c 1
162 VTIP Vanguard Short-Term… 0.1% $50.82M 1.03M n/a n/c 1
163 EMHY ISHARES INC 0.1% $50.50M 1.25M n/a n/c 1
164 IGE ISHARES TR 0.1% $49.41M 984.34K n/a n/c 1
165 COST Costco Wholesale Corporation 0.1% $49.11M 56.95K n/a n/c 1
166 SNA Snap-on Incorporated 0.1% $48.72M 141.38K n/a n/c 1
167 ICLN ISHARES TR 0.1% $47.75M 2.91M n/a n/c 1
168 GLDM SPDR Gold MiniShares Trust 0.1% $47.61M 557.74K n/a n/c 1
169 ORCL Oracle Corporation 0.1% $47.60M 244.21K n/a n/c 1
170 DFUS Dimensional U.S. Equity ETF 0.1% $47.20M 636.42K n/a n/c 1
171 RTX RTX Corporation 0.1% $47.16M 257.13K n/a n/c 1
172 CGUS Capital Group Core Equity… 0.1% $47.07M 1.17M n/a n/c 1
173 TMHC Taylor Morrison Home… 0.1% $46.98M 798.00K n/a n/c 1
174 CTSH Cognizant Technology… 0.1% $46.79M 563.71K n/a n/c 1
175 PPC Pilgrim's Pride Corporation 0.1% $46.76M 1.20M n/a n/c 1
176 AMD Advanced Micro Devices, Inc. 0.1% $46.74M 218.25K n/a n/c 1
177 WDC Western Digital Corporation 0.1% $46.50M 269.91K n/a n/c 1
178 STIP iShares 0-5 Year TIPS Bond… 0.1% $46.33M 452.50K n/a n/c 1
179 UNH UnitedHealth Group… 0.1% $46.14M 139.78K n/a n/c 1
180 FANG Diamondback Energy, Inc. 0.1% $44.79M 297.94K n/a n/c 1
181 BBCA JPMorgan BetaBuilders… 0.1% $44.00M 473.17K n/a n/c 1
182 VGLT Vanguard Long-Term Treasury… 0.1% $43.96M 787.87K n/a n/c 1
183 SNOW Snowflake Inc. 0.1% $43.58M 198.66K n/a n/c 1
184 SPBO SPDR SERIES TRUST 0.1% $43.30M 1.48M n/a n/c 1
185 SONY Sony Group Corporation 0.1% $43.27M 1.69M n/a n/c 1
186 INTU Intuit Inc. 0.1% $42.25M 63.78K n/a n/c 1
187 ASML ASML Holding N.V. 0.1% $41.92M 39.18K n/a n/c 1
188 ADI Analog Devices, Inc. 0.1% $41.09M 151.51K n/a n/c 1
189 VRTX Vertex Pharmaceuticals… 0.1% $41.02M 90.48K n/a n/c 1
190 GE GE Aerospace 0.1% $40.85M 132.60K n/a n/c 1
191 NOW ServiceNow, Inc. 0.1% $40.48M 264.27K n/a n/c 1
192 VGIT Vanguard Intermediate-Term… 0.1% $40.05M 668.29K n/a n/c 1
193 ANET Arista Networks, Inc. 0.1% $39.90M 304.51K n/a n/c 1
194 WMT Walmart Inc. 0.1% $39.72M 356.48K n/a n/c 1
195 CHKP Check Point Software… 0.1% $39.52M 212.97K n/a n/c 1
196 MNST Monster Beverage Corporation 0.1% $39.18M 511.00K n/a n/c 1
197 SPMB State Street SPDR Portfolio… 0.1% $39.05M 1.74M n/a n/c 1
198 IQV IQVIA Holdings Inc. 0.1% $38.91M 172.62K n/a n/c 1
199 COP ConocoPhillips 0.1% $38.40M 410.23K n/a n/c 1
200 CGGE Capital Group Global Equity… 0.1% $38.37M 1.21M n/a n/c 1
201 GD General Dynamics Corporation 0.1% $37.92M 112.62K n/a n/c 1
202 UBER Uber Technologies, Inc. 0.1% $37.84M 463.06K n/a n/c 1
203 C Citigroup Inc. 0.1% $37.50M 321.37K n/a n/c 1
204 GIS General Mills, Inc. 0.1% $37.40M 804.20K n/a n/c 1
205 NXT Nextpower Inc. 0.1% $37.27M 427.82K n/a n/c 1
206 SRE Sempra 0.1% $37.11M 420.31K n/a n/c 1
207 XLV State Street Health Care… 0.1% $37.11M 239.70K n/a n/c 1
208 EFAV iShares MSCI EAFE Min Vol… 0.1% $37.07M 429.78K n/a n/c 1
209 ELV Elevance Health Inc. 0.1% $37.05M 105.69K n/a n/c 1
210 VOX Vanguard Communication… 0.1% $37.05M 191.34K n/a n/c 1
211 VYMI Vanguard International High… 0.1% $36.48M 405.28K n/a n/c 1
212 AKRE Akre Focus ETF 0.1% $36.33M 554.57K n/a n/c 1
213 DIS The Walt Disney Company 0.1% $36.22M 318.38K n/a n/c 1
214 FTLS First Trust Long/Short… 0.1% $36.06M 507.92K n/a n/c 1
215 CRM Salesforce, Inc. 0.1% $35.78M 135.08K n/a n/c 1
216 IDXX IDEXX Laboratories, Inc. 0.1% $35.70M 52.77K n/a n/c 1
217 LEN Lennar Corporation 0.1% $35.64M 346.66K n/a n/c 1
218 ORLY O'Reilly Automotive, Inc. 0.1% $35.47M 388.84K n/a n/c 1
219 XLP State Street Consumer… 0.1% $35.25M 453.79K n/a n/c 1
220 SHOP Shopify Inc. 0.1% $34.38M 213.58K n/a n/c 1
221 CDNS Cadence Design Systems, Inc. 0.1% $33.98M 108.70K n/a n/c 1
222 APD Air Products and Chemicals… 0.1% $33.58M 135.95K n/a n/c 1
223 TFLO iShares Treasury Floating… 0.1% $33.25M 659.01K n/a n/c 1
224 CGDV Capital Group Dividend… 0.1% $33.25M 761.90K n/a n/c 1
225 ENB Enbridge Inc. 0.1% $33.19M 693.99K n/a n/c 1
226 BBIN JPMorgan BetaBuilders… 0.1% $33.11M 457.85K n/a n/c 1
227 CGMU Capital Group Municipal… 0.1% $33.07M 1.21M n/a n/c 1
228 SBUX Starbucks Corporation 0.1% $33.00M 391.91K n/a n/c 1
229 LIN Linde plc 0.1% $32.59M 76.44K n/a n/c 1
230 HYLB Xtrackers USD High Yield… 0.1% $32.58M 884.69K n/a n/c 1
231 AMLP Alerian MLP ETF 0.1% $32.32M 687.43K n/a n/c 1
232 ISRG Intuitive Surgical, Inc. 0.1% $32.27M 56.99K n/a n/c 1
233 VPL Vanguard FTSE Pacific ETF 0.1% $32.20M 356.21K n/a n/c 1
234 JFLX J P MORGAN EXCHANGE TRADED F 0.1% $32.12M 639.59K n/a n/c 1
235 A Agilent Technologies, Inc. 0.1% $31.88M 234.28K n/a n/c 1
236 JMUB JPMorgan Municipal ETF 0.1% $31.77M 629.06K n/a n/c 1
237 BTI British American Tobacco… 0.1% $31.59M 557.89K n/a n/c 1
238 DVY iShares Select Dividend ETF 0.1% $31.49M 223.11K n/a n/c 1
239 TFI State Street SPDR Nuveen… 0.1% $31.26M 683.90K n/a n/c 1
240 BNY Bank of New York Mellon Corp 0.1% $31.26M 269.26K n/a n/c 1
241 TYL Tyler Technologies, Inc. 0.1% $31.23M 68.80K n/a n/c 1
242 EMBJ Embraer S.A. 0.1% $31.05M 482.40K n/a n/c 1
243 AZN AstraZeneca PLC 0.1% $30.83M 335.39K n/a n/c 1
244 LMBS First Trust Low Duration… 0.1% $30.51M 610.37K n/a n/c 1
245 ARTY iShares Future AI & Tech ETF 0.1% $30.42M 631.41K n/a n/c 1
246 GS The Goldman Sachs Group… 0.1% $30.35M 34.52K n/a n/c 1
247 AXP American Express Company 0.1% $30.14M 81.47K n/a n/c 1
248 GVI iShares Intermediate… 0.1% $30.06M 280.04K n/a n/c 1
249 CB Chubb Limited 0.1% $29.99M 96.07K n/a n/c 1
250 JGLO JPMorgan Global Select… 0.1% $29.94M 442.51K n/a n/c 1
251 NFLX Netflix, Inc. 0.1% $29.73M 317.09K n/a n/c 1
252 EEMA ISHARES INC 0.1% $29.73M 316.20K n/a n/c 1
253 MCK McKesson Corporation 0.1% $29.66M 36.16K n/a n/c 1
254 EWX SPDR INDEX SHS FDS 0.1% $29.52M 449.64K n/a n/c 1
255 NANR SPDR INDEX SHS FDS 0.1% $29.30M 431.97K n/a n/c 1
256 VEEV Veeva Systems Inc. 0.1% $29.25M 131.04K n/a n/c 1
257 IAGG iShares Core International… 0.1% $29.25M 584.88K n/a n/c 1
258 BLK BlackRock, Inc. 0.1% $29.11M 27.20K n/a n/c 1
259 MOAT VanEck Morningstar Wide… 0.1% $28.95M 279.50K n/a n/c 1
260 NBOS NEUBERGER BERMAN ETF TRUST 0.1% $28.88M 1.06M n/a n/c 1
261 COF Capital One Financial… 0.1% $28.80M 118.83K n/a n/c 1
262 CGHM Capital Group Municipal… 0.1% $28.76M 1.13M n/a n/c 1
263 SPHY State Street SPDR Portfolio… 0.1% $28.57M 1.21M n/a n/c 1
264 MS Morgan Stanley 0.1% $28.48M 160.42K n/a n/c 1
265 JNJ Johnson & Johnson 0.1% $28.28M 136.67K n/a n/c 1
266 CG The Carlyle Group Inc. 0.1% $27.84M 471.04K n/a n/c 1
267 TJX The TJX Companies, Inc. 0.1% $27.39M 178.30K n/a n/c 1
268 DFAT Dimensional - US Targeted… 0.1% $27.24M 457.43K n/a n/c 1
269 VTWG VANGUARD SCOTTSDALE FDS 0.1% $26.99M 114.36K n/a n/c 1
270 SPAB State Street SPDR Portfolio… 0.1% $26.94M 1.05M n/a n/c 1
271 CGGO Capital Group Global Growth… 0.1% $26.57M 766.87K n/a n/c 1
272 YUMC Yum China Holdings, Inc. 0.1% $25.82M 540.90K n/a n/c 1
273 RYAAY Ryanair Holdings plc 0.1% $25.67M 355.62K n/a n/c 1
274 CVX Chevron Corporation 0.1% $25.58M 167.84K n/a n/c 1
275 FIS Fidelity National… 0.1% $25.49M 383.60K n/a n/c 1
276 ADBE Adobe Inc. 0.1% $25.28M 72.23K n/a n/c 1
277 TSN Tyson Foods, Inc. 0.1% $25.20M 429.94K n/a n/c 1
278 IYW iShares U.S. Technology ETF 0.1% $24.93M 124.83K n/a n/c 1
279 PH Parker-Hannifin Corporation 0.1% $24.78M 28.20K n/a n/c 1
280 IDV iShares International… 0.1% $24.77M 627.92K n/a n/c 1
281 CGGR Capital Group Growth ETF 0.1% $24.76M 556.82K n/a n/c 1
282 SPMD State Street SPDR Portfolio… 0.1% $24.69M 426.44K n/a n/c 1
283 ABBV AbbVie Inc. 0.1% $24.69M 108.04K n/a n/c 1
284 TRU TransUnion 0.1% $24.54M 286.18K n/a n/c 1
285 FLCH FRANKLIN TEMPLETON ETF TR 0.1% $24.40M 1.03M n/a n/c 1
286 TOL Toll Brothers, Inc. 0.1% $24.38M 180.26K n/a n/c 1
287 WELL Welltower Inc. 0.1% $24.33M 131.07K n/a n/c 1
288 HD The Home Depot, Inc. 0.1% $24.30M 70.61K n/a n/c 1
289 CM Canadian Imperial Bank of… 0.1% $24.28M 267.92K n/a n/c 1
290 DFCF Dimensional - Core Fixed… 0.0% $24.22M 569.12K n/a n/c 1
291 BSV Vanguard Short-Term Bond ETF 0.0% $24.04M 304.99K n/a n/c 1
292 VWOB Vanguard Emerging Markets… 0.0% $23.55M 349.29K n/a n/c 1
293 KO The Coca-Cola Company 0.0% $23.53M 336.56K n/a n/c 1
294 SBS Companhia de Saneamento… 0.0% $23.50M 985.40K n/a n/c 1
295 ABT Abbott Laboratories 0.0% $23.31M 186.05K n/a n/c 1
296 PCAR PACCAR Inc 0.0% $23.27M 212.45K n/a n/c 1
297 BINC iShares Flexible Income… 0.0% $23.15M 438.71K n/a n/c 1
298 LRCX Lam Research Corporation 0.0% $23.05M 134.63K n/a n/c 1
299 AIQ Global X - Artificial… 0.0% $22.82M 448.59K n/a n/c 1
300 COR Cencora, Inc. 0.0% $22.72M 67.28K n/a n/c 1
301 PGR The Progressive Corporation 0.0% $22.61M 99.28K n/a n/c 1
302 SMH VanEck Semiconductor ETF 0.0% $22.50M 62.47K n/a n/c 1
303 DEO Diageo plc 0.0% $22.35M 259.05K n/a n/c 1
304 UL Unilever PLC 0.0% $22.13M 338.32K n/a n/c 1
305 MU Micron Technology, Inc. 0.0% $21.93M 76.84K n/a n/c 1
306 TMO Thermo Fisher Scientific… 0.0% $21.82M 37.65K n/a n/c 1
307 CARR Carrier Global Corporation 0.0% $21.72M 411.12K n/a n/c 1
308 FDIS FIDELITY COVINGTON TRUST 0.0% $21.67M 212.09K n/a n/c 1
309 CGMM Capital Group U.S. Small… 0.0% $21.66M 751.16K n/a n/c 1
310 SPTS State Street SPDR Portfolio… 0.0% $21.57M 736.55K n/a n/c 1
311 SNY Sanofi 0.0% $21.50M 443.67K n/a n/c 1
312 AOA ISHARES TR 0.0% $21.48M 239.82K n/a n/c 1
313 HGER Harbor Commodity… 0.0% $21.45M 864.19K n/a n/c 1
314 XUDV FRANKLIN TEMPLETON ETF TR 0.0% $21.44M 809.45K n/a n/c 1
315 CMF iShares California Muni… 0.0% $21.43M 372.88K n/a n/c 1
316 SCHB Schwab U.S. Broad Market ETF 0.0% $21.34M 813.66K n/a n/c 1
317 IETC ISHARES U S ETF TR 0.0% $21.28M 209.47K n/a n/c 1
318 PEP PepsiCo, Inc. 0.0% $21.25M 148.07K n/a n/c 1
319 GXC SPDR INDEX SHS FDS 0.0% $21.25M 219.47K n/a n/c 1
320 GSK GSK plc 0.0% $21.23M 432.86K n/a n/c 1
321 LOW Lowe's Companies, Inc. 0.0% $21.01M 87.13K n/a n/c 1
322 RNR RenaissanceRe Holdings Ltd. 0.0% $20.53M 73.01K n/a n/c 1
323 ABNB Airbnb, Inc. 0.0% $20.48M 150.88K n/a n/c 1
324 FLHY FRANKLIN TEMPLETON ETF TR 0.0% $20.33M 832.85K n/a n/c 1
325 QTUM Defiance Quantum ETF 0.0% $20.29M 184.98K n/a n/c 1
326 QQQ Invesco QQQ Trust, Series 1 0.0% $20.22M 32.92K n/a n/c 1
327 CGDG Capital Group Dividend… 0.0% $20.13M 564.72K n/a n/c 1
328 CPRT Copart, Inc. 0.0% $19.86M 507.25K n/a n/c 1
329 KMX CarMax, Inc. 0.0% $19.84M 513.40K n/a n/c 1
330 SPYV State Street SPDR Portfolio… 0.0% $19.79M 348.29K n/a n/c 1
331 TXN Texas Instruments… 0.0% $19.57M 112.82K n/a n/c 1
332 XEMD BONDBLOXX ETF TRUST 0.0% $19.55M 438.53K n/a n/c 1
333 TS Tenaris S.A. 0.0% $19.38M 503.92K n/a n/c 1
334 RTO Rentokil Initial plc 0.0% $19.11M 648.85K n/a n/c 1
335 XLY State Street Consumer… 0.0% $19.03M 159.33K n/a n/c 1
336 WEC WEC Energy Group, Inc. 0.0% $18.99M 180.07K n/a n/c 1
337 AJG Arthur J. Gallagher & Co. 0.0% $18.99M 73.38K n/a n/c 1
338 XLU State Street Utilities… 0.0% $18.99M 444.78K n/a n/c 1
339 GWX SPDR INDEX SHS FDS 0.0% $18.79M 459.89K n/a n/c 1
340 SPOT Spotify Technology S.A. 0.0% $18.62M 32.06K n/a n/c 1
341 SLV iShares Silver Trust 0.0% $18.60M 288.67K n/a n/c 1
342 ALLE Allegion plc 0.0% $18.50M 116.17K n/a n/c 1
343 MPWR Monolithic Power Systems… 0.0% $18.42M 20.33K n/a n/c 1
344 MRK Merck & Co., Inc. 0.0% $18.41M 174.87K n/a n/c 1
345 MLM Martin Marietta Materials… 0.0% $18.36M 29.49K n/a n/c 1
346 AOR iShares Core 60/40 Balanced… 0.0% $18.24M 280.64K n/a n/c 1
347 CERY SPDR SERIES TRUST 0.0% $18.17M 636.29K n/a n/c 1
348 LYG Lloyds Banking Group plc 0.0% $18.11M 3.42M n/a n/c 1
349 NTES NetEase, Inc. 0.0% $18.01M 130.87K n/a n/c 1
350 CEG Constellation Energy… 0.0% $17.91M 50.70K n/a n/c 1
351 LH Labcorp Holdings Inc. 0.0% $17.91M 71.37K n/a n/c 1
352 GILD Gilead Sciences, Inc. 0.0% $17.76M 144.68K n/a n/c 1
353 FAAR FIRST TR EXCHANGE TRAD FD VI 0.0% $17.58M 648.77K n/a n/c 1
354 ICVT iShares Convertible Bond ETF 0.0% $17.57M 178.33K n/a n/c 1
355 NEE NextEra Energy, Inc. 0.0% $17.45M 217.31K n/a n/c 1
356 VTEB Vanguard Tax-Exempt Bond ETF 0.0% $17.43M 346.62K n/a n/c 1
357 IVW iShares S&P 500 Growth ETF 0.0% $17.34M 140.65K n/a n/c 1
358 GLD SPDR Gold Shares 0.0% $17.21M 43.42K n/a n/c 1
359 WH Wyndham Hotels & Resorts… 0.0% $17.19M 227.51K n/a n/c 1
360 OGE OGE Energy Corp. 0.0% $17.01M 398.29K n/a n/c 1
361 KAMO MANAGED PORTFOLIO SERIES 0.0% $16.99M 678.75K n/a n/c 1
362 MCD McDonald's Corporation 0.0% $16.91M 55.32K n/a n/c 1
363 NOC Northrop Grumman Corporation 0.0% $16.83M 29.52K n/a n/c 1
364 CAT Caterpillar Inc. 0.0% $16.80M 29.33K n/a n/c 1
365 HYFI AB ACTIVE ETFS INC 0.0% $16.76M 445.95K n/a n/c 1
366 APP AppLovin Corporation 0.0% $16.50M 24.48K n/a n/c 1
367 DFNM DIMENSIONAL ETF TRUST 0.0% $16.46M 341.61K n/a n/c 1
368 ETR Entergy Corporation 0.0% $16.45M 177.99K n/a n/c 1
369 CI Cigna Corporation 0.0% $16.43M 59.70K n/a n/c 1
370 TDIV First Trust NASDAQ… 0.0% $16.37M 169.09K n/a n/c 1
371 ICE Intercontinental Exchange… 0.0% $16.37M 101.09K n/a n/c 1
372 PANW Palo Alto Networks, Inc. 0.0% $16.37M 88.88K n/a n/c 1
373 TTE TotalEnergies SE 0.0% $16.12M 246.47K n/a n/c 1
374 PFFD GLOBAL X FDS 0.0% $16.12M 852.38K n/a n/c 1
375 CAH Cardinal Health, Inc. 0.0% $16.06M 78.14K n/a n/c 1
376 ADSK Autodesk, Inc. 0.0% $16.06M 54.24K n/a n/c 1
377 EOG EOG Resources, Inc. 0.0% $15.98M 152.20K n/a n/c 1
378 WBD Warner Bros. Discovery, Inc. 0.0% $15.94M 552.97K n/a n/c 1
379 MBB iShares MBS ETF 0.0% $15.60M 163.86K n/a n/c 1
380 AMT American Tower Corporation 0.0% $15.59M 88.82K n/a n/c 1
381 HLT Hilton Worldwide Holdings… 0.0% $15.58M 54.23K n/a n/c 1
382 SAP SAP SE 0.0% $15.45M 63.62K n/a n/c 1
383 LAMR Lamar Advertising Company 0.0% $15.40M 121.62K n/a n/c 1
384 CTA SIMPLIFY EXCHANGE TRADED FUN 0.0% $15.37M 563.94K n/a n/c 1
385 IBM International Business… 0.0% $15.30M 51.67K n/a n/c 1
386 ETN Eaton Corporation plc 0.0% $15.30M 48.03K n/a n/c 1
387 TFC Truist Financial Corporation 0.0% $15.13M 307.39K n/a n/c 1
388 COO The Cooper Companies, Inc. 0.0% $15.11M 184.41K n/a n/c 1
389 MFC Manulife Financial… 0.0% $15.07M 415.35K n/a n/c 1
390 IXUS iShares Core MSCI Total… 0.0% $15.02M 213.28K n/a n/c 1
391 UNP Union Pacific Corporation 0.0% $14.98M 64.77K n/a n/c 1
392 HOOD Robinhood Markets, Inc. 0.0% $14.98M 132.45K n/a n/c 1
393 DE Deere & Company 0.0% $14.97M 32.15K n/a n/c 1
394 HODL VANECK BITCOIN ETF 0.0% $14.95M 604.35K n/a n/c 1
395 EMLC VanEck J.P. Morgan EM Local… 0.0% $14.77M 572.02K n/a n/c 1
396 MAS Masco Corporation 0.0% $14.75M 232.43K n/a n/c 1
397 JPHY JPMorgan Active High Yield… 0.0% $14.64M 289.37K n/a n/c 1
398 ATO Atmos Energy Corporation 0.0% $14.59M 87.01K n/a n/c 1
399 ESPO VANECK ETF TRUST 0.0% $14.55M 140.43K n/a n/c 1
400 DUK Duke Energy Corporation 0.0% $14.50M 123.67K n/a n/c 1
401 XIDV FRANKLIN TEMPLETON ETF TR 0.0% $14.44M 424.20K n/a n/c 1
402 DFGX DIMENSIONAL ETF TRUST 0.0% $14.42M 274.06K n/a n/c 1
403 RDVY First Trust Rising Dividend… 0.0% $14.12M 203.19K n/a n/c 1
404 PBR Petróleo Brasileiro S.A. -… 0.0% $13.92M 1.17M n/a n/c 1
405 NVMI Nova Ltd. 0.0% $13.92M 42.38K n/a n/c 1
406 SFM Sprouts Farmers Market, Inc. 0.0% $13.89M 174.32K n/a n/c 1
407 MSI Motorola Solutions, Inc. 0.0% $13.89M 36.22K n/a n/c 1
408 EMHC SPDR SERIES TRUST 0.0% $13.74M 539.56K n/a n/c 1
409 IGM iShares Expanded Tech… 0.0% $13.62M 105.42K n/a n/c 1
410 DOCU DocuSign, Inc. 0.0% $13.57M 198.43K n/a n/c 1
411 FTCB First Trust Core Investment… 0.0% $13.47M 634.43K n/a n/c 1
412 DFAU Dimensional - US Core… 0.0% $13.40M 286.31K n/a n/c 1
413 QLTA iShares Aaa - A Rated… 0.0% $13.09M 272.27K n/a n/c 1
414 FJAN FIRST TR EXCHNG TRADED FD VI 0.0% $13.05M 252.23K n/a n/c 1
415 FDN First Trust Dow Jones… 0.0% $13.05M 48.49K n/a n/c 1
416 FDEC FIRST TR EXCHNG TRADED FD VI 0.0% $13.04M 254.75K n/a n/c 1
417 RSG Republic Services, Inc. 0.0% $13.03M 61.48K n/a n/c 1
418 CSX CSX Corporation 0.0% $12.96M 357.65K n/a n/c 1
419 FOCT FIRST TR EXCHNG TRADED FD VI 0.0% $12.96M 264.64K n/a n/c 1
420 FSEP FIRST TR EXCHNG TRADED FD VI 0.0% $12.96M 251.28K n/a n/c 1
421 FFEB FIRST TR EXCHNG TRADED FD VI 0.0% $12.95M 228.73K n/a n/c 1
422 FJUL FIRST TR EXCHNG TRADED FD VI 0.0% $12.95M 231.59K n/a n/c 1
423 OEF iShares S&P 100 ETF 0.0% $12.94M 37.72K n/a n/c 1
424 FMAY FIRST TR EXCHNG TRADED FD VI 0.0% $12.94M 242.04K n/a n/c 1
425 FNOV FIRST TR EXCHNG TRADED FD VI 0.0% $12.93M 235.75K n/a n/c 1
426 FJUN FIRST TR EXCHNG TRADED FD VI 0.0% $12.92M 226.50K n/a n/c 1
427 FAUG FIRST TR EXCHNG TRADED FD VI 0.0% $12.91M 243.86K n/a n/c 1
428 MMM 3M Company 0.0% $12.89M 80.50K n/a n/c 1
429 FMAR FIRST TR EXCHNG TRADED FD VI 0.0% $12.88M 271.44K n/a n/c 1
430 FAPR FIRST TR EXCHNG TRADED FD VI 0.0% $12.85M 289.35K n/a n/c 1
431 HYEM VANECK ETF TRUST 0.0% $12.82M 644.49K n/a n/c 1
432 H Hyatt Hotels Corporation 0.0% $12.77M 79.67K n/a n/c 1
433 CMG Chipotle Mexican Grill, Inc. 0.0% $12.66M 342.27K n/a n/c 1
434 SRLN State Street Blackstone… 0.0% $12.61M 305.58K n/a n/c 1
435 TRUT VANECK ETF TRUST 0.0% $12.60M 475.99K n/a n/c 1
436 RAAX VANECK ETF TRUST 0.0% $12.60M 360.65K n/a n/c 1
437 ALL The Allstate Corporation 0.0% $12.52M 60.16K n/a n/c 1
438 FTGS FIRST TR EXCHANGE-TRADED FD 0.0% $12.52M 354.15K n/a n/c 1
439 IBB iShares Biotechnology ETF 0.0% $12.49M 74.03K n/a n/c 1
440 DB Deutsche Bank AG 0.0% $12.47M 323.42K n/a n/c 1
441 XEL Xcel Energy Inc. 0.0% $12.39M 167.68K n/a n/c 1
442 CMI Cummins Inc. 0.0% $12.38M 24.26K n/a n/c 1
443 WMG Warner Music Group Corp. 0.0% $12.17M 396.81K n/a n/c 1
444 FDT FIRST TR EXCH TRD ALPHDX FD 0.0% $12.17M 153.13K n/a n/c 1
445 FTA First Trust Large Cap Value… 0.0% $12.15M 141.00K n/a n/c 1
446 BBVA Banco Bilbao Vizcaya… 0.0% $12.11M 519.46K n/a n/c 1
447 NVO Novo Nordisk A/S 0.0% $12.08M 237.40K n/a n/c 1
448 MAR Marriott International, Inc. 0.0% $12.08M 38.93K n/a n/c 1
449 NET Cloudflare, Inc. 0.0% $12.05M 61.11K n/a n/c 1
450 AFLG FIRST TR EXCHNG TRADED FD VI 0.0% $12.02M 307.49K n/a n/c 1
451 MLI Mueller Industries, Inc. 0.0% $11.98M 104.38K n/a n/c 1
452 SYY Sysco Corporation 0.0% $11.88M 161.28K n/a n/c 1
453 SMHX VANECK ETF TRUST 0.0% $11.77M 309.54K n/a n/c 1
454 HII Huntington Ingalls… 0.0% $11.72M 34.47K n/a n/c 1
455 IBIT iShares Bitcoin Trust ETF 0.0% $11.65M 234.65K n/a n/c 1
456 NUSC NUSHARES ETF TR 0.0% $11.59M 259.49K n/a n/c 1
457 NDAQ Nasdaq, Inc. 0.0% $11.55M 118.92K n/a n/c 1
458 USB U.S. Bancorp 0.0% $11.51M 215.67K n/a n/c 1
459 CSCO Cisco Systems, Inc. 0.0% $11.47M 148.90K n/a n/c 1
460 GPZ VANECK ETF TRUST 0.0% $11.21M 412.77K n/a n/c 1
461 VMC Vulcan Materials Company 0.0% $11.14M 39.07K n/a n/c 1
462 OWL Blue Owl Capital Inc. 0.0% $11.11M 743.35K n/a n/c 1
463 GEV GE Vernova Inc. 0.0% $11.09M 16.97K n/a n/c 1
464 BFH Bread Financial Holdings… 0.0% $11.07M 149.55K n/a n/c 1
465 DHR Danaher Corporation 0.0% $11.01M 48.10K n/a n/c 1
466 DOV Dover Corporation 0.0% $10.98M 56.23K n/a n/c 1
467 AVEM Avantis Emerging Markets… 0.0% $10.98M 142.52K n/a n/c 1
468 LVS Las Vegas Sands Corp. 0.0% $10.97M 168.55K n/a n/c 1
469 SANM Sanmina Corporation 0.0% $10.91M 72.67K n/a n/c 1
470 SPY State Street SPDR S&P 500… 0.0% $10.86M 15.93K n/a n/c 1
471 PNC The PNC Financial Services… 0.0% $10.82M 51.85K n/a n/c 1
472 CLOA BLACKROCK ETF TRUST II 0.0% $10.80M 208.74K n/a n/c 1
473 EBAY eBay Inc. 0.0% $10.80M 123.94K n/a n/c 1
474 QUAL iShares MSCI USA Quality… 0.0% $10.78M 54.29K n/a n/c 1
475 SCHD Schwab U.S. Dividend Equity… 0.0% $10.74M 391.54K n/a n/c 1
476 JXN-PA Jackson Financial Inc. 0.0% $10.70M 100.31K n/a n/c 1
477 SHW The Sherwin-Williams Company 0.0% $10.68M 32.95K n/a n/c 1
478 GM General Motors Company 0.0% $10.64M 130.80K n/a n/c 1
479 FSIG First Trust Limited… 0.0% $10.60M 552.20K n/a n/c 1
480 CGNG Capital Group New Geography… 0.0% $10.56M 330.67K n/a n/c 1
481 VRSK Verisk Analytics, Inc. 0.0% $10.53M 47.09K n/a n/c 1
482 WMB The Williams Companies, Inc. 0.0% $10.48M 174.29K n/a n/c 1
483 BKHY BNY MELLON ETF TRUST 0.0% $10.47M 217.75K n/a n/c 1
484 ECL Ecolab Inc. 0.0% $10.44M 39.78K n/a n/c 1
485 PLD Prologis, Inc. 0.0% $10.39M 81.39K n/a n/c 1
486 BABA Alibaba Group Holding… 0.0% $10.30M 70.30K n/a n/c 1
487 VCR Vanguard Consumer… 0.0% $10.25M 26.02K n/a n/c 1
488 BX Blackstone Inc. 0.0% $10.25M 66.48K n/a n/c 1
489 RDDT Reddit, Inc. 0.0% $10.24M 44.54K n/a n/c 1
490 FVD First Trust Value Line… 0.0% $10.23M 222.03K n/a n/c 1
491 DGRO iShares Core Dividend… 0.0% $10.21M 147.09K n/a n/c 1
492 RMBS Rambus Inc. 0.0% $10.18M 110.75K n/a n/c 1
493 BSX Boston Scientific… 0.0% $10.15M 106.41K n/a n/c 1
494 HCA HCA Healthcare, Inc. 0.0% $10.06M 21.55K n/a n/c 1
495 KKR KKR & Co. Inc. 0.0% $10.00M 78.45K n/a n/c 1
496 VRSN VeriSign, Inc. 0.0% $10.00M 41.14K n/a n/c 1
497 TTAN ServiceTitan, Inc. 0.0% $9.99M 93.78K n/a n/c 1
498 BIO Bio-Rad Laboratories, Inc. 0.0% $9.93M 32.77K n/a n/c 1
499 JIVE JPMorgan International… 0.0% $9.77M 121.69K n/a n/c 1
500 FNDF Schwab Fundamental… 0.0% $9.77M 215.99K n/a n/c 1

仅含普通股(SH)持仓;期权行显示于"期权"标签页,且不作净额处理。✂ = 变动基于拆股调整后的前期持股数计算。"持有 N+ 季度"= 在我们的数据窗口内每季度均有持仓,实际持有时间可能更长。

持仓持有时长
33300–1 季度

当前各持仓在我们数据窗口内已连续报告的季度数。

相似管理人
管理人共同持仓名称重叠加权相似度
Cerity Partners LLC 2402 55.2% 0.5231 对比 ⇄
Raymond James Financial Inc 3120 56.1% 0.5127 对比 ⇄
Bank Of America Corp /De/ 3137 53.7% 0.4315 对比 ⇄
Captrust Financial Advisors 2335 54.0% 0.4082 对比 ⇄
Corient Private Wealth LP 2294 55.0% 0.4081 对比 ⇄
Rockefeller Capital Management L.P. 3047 59.2% 0.3917 对比 ⇄
Cetera Investment Advisers 2997 56.6% 0.391 对比 ⇄
Mml Investors Services, Llc 2393 55.0% 0.3734 对比 ⇄

仅基于已申报多头仓位的相似度分析,对冲头寸及非13F资产不可见。 方法论

申报记录
Jul 30 2026 13F-HR · 期间 Q2 2026

$58.17B · 3,558 持仓条目数 · 查看 SEC 原始申报文件 ↗

May 06 2026 13F-HR · 期间 Q1 2026

$49.04B · 3,443 持仓条目数 · 查看 SEC 原始申报文件 ↗

Jan 23 2026 13F-HR · 期间 Q4 2025

$49.04B · 3,370 持仓条目数 · 查看 SEC 原始申报文件 ↗

Nov 06 2025 13F-HR · 期间 Q3 2025

$46.65B · 3,181 持仓条目数 · 查看 SEC 原始申报文件 ↗

Aug 04 2025 13F-HR · 期间 Q2 2025

$42.36B · 3,003 持仓条目数 · 查看 SEC 原始申报文件 ↗

数据来源: 本管理人 13F 信息表(SEC EDGAR)中解析的全部持仓;数值按申报原值列示,单位为美元整数。变动比较各季度最新已接受版本(含修正案),股份数量已按拆股调整。 报告期: Q4 2025 · 最新申报文件 Jul 30, 2026 · 变动方法论