管理人记录 · 已归档季度

Bank Of America Corp /De/

Charlotte, NC · CIK 70858 · EDGAR 文件 ↗

Q2 2026 Q1 2026 Q4 2025 差异 ⇄

$1.37T13F报告持仓市值

28,105持仓明细

18.6%前十大权重

161.30有效持仓

—预计换手率

+0新增

−0清仓

13F报告持仓市值仅涵盖美国可报告的多头头寸——不含现金、债券、空头或非美国持仓，并非管理资产规模。 无可比较的前期申报——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 51.5%

科技 16.8%

医疗保健 6.1%

工业 5.5%

可选消费 5.5%

通信服务 4.8%

必选消费 2.8%

能源 2.6%

公用事业 1.5%

基础材料 1.5%

房地产 1.4%

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	VTV Vanguard Morningstar Value…	1.9%	$22.06B	115.51M	—	n/c	1
2	VUG Vanguard Morningstar Growth…	1.7%	$18.67B	38.27M	—	n/c	1
3	MSFT Microsoft Corporation	2.6%	$15.60B	32.25M	—	n/c	1
4	IEFA iShares Core MSCI EAFE ETF	1.5%	$15.29B	170.95M	—	n/c	1
5	NVDA NVIDIA Corporation	2.5%	$14.73B	78.96M	—	n/c	1
6	AAPL Apple Inc.	2.4%	$12.12B	44.60M	—	n/c	1
7	SPY State Street SPDR S&P 500…	1.5%	$9.85B	14.44M	—	n/c	1
8	GOOGL Alphabet Inc.	1.6%	$9.82B	31.36M	—	n/c	1
9	VOO Vanguard S&P 500 ETF	1.2%	$9.73B	15.52M	—	n/c	1
10	MSFT Microsoft Corporation	2.6%	$9.69B	20.04M	—	n/c	1
11	AAPL Apple Inc.	2.4%	$9.42B	34.64M	—	n/c	1
12	AAPL Apple Inc.	2.4%	$9.34B	34.36M	—	n/c	1
13	IEMG iShares Core MSCI Emerging…	0.8%	$9.28B	138.01M	—	n/c	1
14	NVDA NVIDIA Corporation	2.5%	$8.90B	47.74M	—	n/c	1
15	VGT Vanguard Information…	0.8%	$8.83B	11.72M	—	n/c	1
16	IVV iShares Core S&P 500 ETF	1.1%	$8.73B	12.74M	—	n/c	1
17	IWD iShares Russell 1000 Value…	0.8%	$8.22B	39.10M	—	n/c	1
18	IUSV iShares Core S&P U.S. Value…	0.6%	$8.22B	80.13M	—	n/c	1
19	NVDA NVIDIA Corporation	2.5%	$8.11B	43.51M	—	n/c	1
20	IWF iShares Russell 1000 Growth…	1.0%	$7.99B	16.89M	—	n/c	1
21	MSFT Microsoft Corporation	2.6%	$7.93B	16.40M	—	n/c	1
22	GOVT iShares U.S. Treasury Bond…	0.7%	$7.87B	341.94M	—	n/c	1
23	AMZN Amazon.com, Inc.	1.4%	$7.58B	32.83M	—	n/c	1
24	AVGO Broadcom Inc.	1.5%	$7.54B	21.78M	—	n/c	1
25	IUSG iShares Core S&P U.S.…	0.5%	$6.99B	41.62M	—	n/c	1
26	JPM JPMorgan Chase & Co.	1.3%	$6.79B	21.07M	—	n/c	1
27	MBB iShares MBS ETF	0.5%	$6.27B	65.88M	—	n/c	1
28	BNDX Vanguard Total…	0.5%	$6.26B	129.55M	—	n/c	1
29	VCIT Vanguard Intermediate-Term…	0.5%	$6.17B	73.64M	—	n/c	1
30	META Meta Platforms, Inc.	0.9%	$5.89B	8.93M	—	n/c	1
31	AVGO Broadcom Inc.	1.5%	$5.88B	16.99M	—	n/c	1
32	JPM JPMorgan Chase & Co.	1.3%	$5.87B	18.22M	—	n/c	1
33	QQQ Invesco QQQ Trust, Series 1	0.9%	$5.72B	9.31M	—	n/c	1
34	LLY Eli Lilly and Company	0.9%	$5.68B	5.29M	—	n/c	1
35	VEA Vanguard FTSE Developed…	0.9%	$5.54B	88.63M	—	n/c	1
36	IWR iShares Russell Mid-Cap ETF	0.5%	$5.48B	56.88M	—	n/c	1
37	GOOGL Alphabet Inc.	1.6%	$5.39B	17.23M	—	n/c	1
38	VEA Vanguard FTSE Developed…	0.9%	$5.37B	85.91M	—	n/c	1
39	AMZN Amazon.com, Inc.	1.4%	$5.33B	23.10M	—	n/c	1
40	AVGO Broadcom Inc.	1.5%	$5.31B	15.34M	—	n/c	1
41	GOOGL Alphabet Inc.	1.6%	$5.16B	16.49M	—	n/c	1
42	VONG Vanguard Russell 1000…	0.5%	$5.11B	41.99M	—	n/c	1
43	VCSH Vanguard Short-Term…	0.4%	$5.00B	62.66M	—	n/c	1
44	AMZN Amazon.com, Inc.	1.4%	$4.87B	21.11M	—	n/c	1
45	JPM JPMorgan Chase & Co.	1.3%	$4.75B	14.76M	—	n/c	1
46	XONA.DE Exxon Mobil Corporation	0.7%	$4.74B	39.42M	—	n/c	1
47	IWM iShares Russell 2000 ETF	0.8%	$4.60B	18.68M	—	n/c	1
48	SPY State Street SPDR S&P 500…	1.5%	$4.28B	6.28M	—	n/c	1
49	V Visa Inc.	0.6%	$4.21B	12.02M	—	n/c	1
50	XLC State Street Communication…	0.4%	$4.17B	35.43M	—	n/c	1
51	IDEV iShares Core MSCI…	0.3%	$4.09B	49.57M	—	n/c	1
52	TLT iShares 20+ Year Treasury…	0.7%	$4.02B	46.15M	—	n/c	1
53	VUG Vanguard Morningstar Growth…	1.7%	$4.00B	8.19M	—	n/c	1
54	LLY Eli Lilly and Company	0.9%	$3.97B	3.70M	—	n/c	1
55	GOOG Alphabet Inc.	0.7%	$3.73B	11.90M	—	n/c	1
56	TSLA Tesla, Inc.	0.7%	$3.71B	8.24M	—	n/c	1
57	SMH VanEck Semiconductor ETF	0.3%	$3.66B	10.16M	—	n/c	1
58	XLY State Street Consumer…	0.3%	$3.60B	30.17M	—	n/c	1
59	VO Vanguard Morningstar…	0.4%	$3.53B	12.17M	—	n/c	1
60	WMT Walmart Inc.	0.6%	$3.49B	31.36M	—	n/c	1
61	VTV Vanguard Morningstar Value…	1.9%	$3.49B	18.28M	—	n/c	1
62	BLK BlackRock, Inc.	0.4%	$3.44B	3.21M	—	n/c	1
63	IJH iShares Core S&P Mid-Cap ETF	0.3%	$3.42B	51.82M	—	n/c	1
64	TLT iShares 20+ Year Treasury…	0.7%	$3.29B	37.70M	—	n/c	1
65	IEFA iShares Core MSCI EAFE ETF	1.5%	$3.21B	35.83M	—	n/c	1
66	VOO Vanguard S&P 500 ETF	1.2%	$3.16B	5.03M	—	n/c	1
67	GOOG Alphabet Inc.	0.7%	$3.12B	9.95M	—	n/c	1
68	VOO Vanguard S&P 500 ETF	1.2%	$3.07B	4.89M	—	n/c	1
69	SPY State Street SPDR S&P 500…	1.5%	$3.02B	4.44M	—	n/c	1
70	WFC Wells Fargo & Company	0.3%	$2.96B	31.79M	—	n/c	1
71	ABBV AbbVie Inc.	0.4%	$2.95B	12.90M	—	n/c	1
72	VB Vanguard Morningstar…	0.4%	$2.92B	11.33M	—	n/c	1
73	XLV State Street Health Care…	0.3%	$2.86B	18.50M	—	n/c	1
74	VWO Vanguard FTSE Emerging…	0.5%	$2.84B	52.81M	—	n/c	1
75	SCHO Schwab Short-Term U.S.…	0.2%	$2.82B	115.74M	—	n/c	1
76	META Meta Platforms, Inc.	0.9%	$2.65B	4.02M	—	n/c	1
77	VGIT Vanguard Intermediate-Term…	0.2%	$2.63B	43.94M	—	n/c	1
78	IVV iShares Core S&P 500 ETF	1.1%	$2.63B	3.84M	—	n/c	1
79	VMBS Vanguard Mortgage-Backed…	0.2%	$2.61B	55.52M	—	n/c	1
80	IWF iShares Russell 1000 Growth…	1.0%	$2.61B	5.52M	—	n/c	1
81	SPYM State Street SPDR Portfolio…	0.3%	$2.61B	32.54M	—	n/c	1
82	SPY State Street SPDR S&P 500…	1.5%	$2.59B	3.80M	—	n/c	1
83	VBR Vanguard Morningstar…	0.2%	$2.57B	12.11M	—	n/c	1
84	USIG iShares Broad USD…	0.2%	$2.54B	49.12M	—	n/c	1
85	IWF iShares Russell 1000 Growth…	1.0%	$2.54B	5.37M	—	n/c	1
86	WMT Walmart Inc.	0.6%	$2.54B	22.80M	—	n/c	1
87	XLF State Street Financial…	0.3%	$2.52B	45.95M	—	n/c	1
88	GOOG Alphabet Inc.	0.7%	$2.50B	7.96M	—	n/c	1
89	VWO Vanguard FTSE Emerging…	0.5%	$2.50B	46.47M	—	n/c	1
90	TSLA Tesla, Inc.	0.7%	$2.50B	5.55M	—	n/c	1
91	MUB iShares National Muni Bond…	0.3%	$2.49B	23.29M	—	n/c	1
92	VTWO Vanguard Russell 2000 ETF	0.2%	$2.49B	25.01M	—	n/c	1
93	VBK Vanguard Morningstar…	0.2%	$2.48B	8.19M	—	n/c	1
94	VIG Vanguard Dividend…	0.4%	$2.46B	11.21M	—	n/c	1
95	NFLX Netflix, Inc.	0.4%	$2.46B	26.27M	—	n/c	1
96	IVV iShares Core S&P 500 ETF	1.1%	$2.41B	3.52M	—	n/c	1
97	VFH Vanguard Financials ETF	0.2%	$2.37B	17.76M	—	n/c	1
98	WELL Welltower Inc.	0.3%	$2.36B	12.72M	—	n/c	1
99	AGG iShares Core U.S. Aggregate…	0.4%	$2.36B	23.61M	—	n/c	1
100	META Meta Platforms, Inc.	0.9%	$2.34B	3.54M	—	n/c	1
101	IWM iShares Russell 2000 ETF	0.8%	$2.33B	9.48M	—	n/c	1
102	TSM Taiwan Semiconductor…	0.4%	$2.33B	7.67M	—	n/c	1
103	VB Vanguard Morningstar…	0.4%	$2.30B	8.93M	—	n/c	1
104	PH Parker-Hannifin Corporation	0.3%	$2.29B	2.61M	—	n/c	1
105	VGT Vanguard Information…	0.8%	$2.29B	3.04M	—	n/c	1
106	VIG Vanguard Dividend…	0.4%	$2.25B	10.24M	—	n/c	1
107	HD The Home Depot, Inc.	0.4%	$2.24B	6.51M	—	n/c	1
108	TJX The TJX Companies, Inc.	0.3%	$2.20B	14.34M	—	n/c	1
109	IWM iShares Russell 2000 ETF	0.8%	$2.19B	8.88M	—	n/c	1
110	IJR iShares Core S&P Small-Cap…	0.3%	$2.18B	18.12M	—	n/c	1
111	XONA.DE Exxon Mobil Corporation	0.7%	$2.17B	18.06M	—	n/c	1
112	COST Costco Wholesale Corporation	0.4%	$2.16B	2.51M	—	n/c	1
113	JNJ Johnson & Johnson	0.4%	$2.14B	10.32M	—	n/c	1
114	PGR The Progressive Corporation	0.2%	$2.12B	9.29M	—	n/c	1
115	RTX RTX Corporation	0.3%	$2.11B	11.52M	—	n/c	1
116	QQQ Invesco QQQ Trust, Series 1	0.9%	$2.09B	3.40M	—	n/c	1
117	APH Amphenol Corporation	0.2%	$2.04B	15.10M	—	n/c	1
118	JNJ Johnson & Johnson	0.4%	$2.00B	9.66M	—	n/c	1
119	EFA iShares MSCI EAFE ETF	0.3%	$1.97B	20.55M	—	n/c	1
120	V Visa Inc.	0.6%	$1.92B	5.47M	—	n/c	1
121	WMB The Williams Companies, Inc.	0.2%	$1.88B	31.20M	—	n/c	1
122	GS The Goldman Sachs Group…	0.4%	$1.87B	2.13M	—	n/c	1
123	QQQ Invesco QQQ Trust, Series 1	0.9%	$1.87B	3.04M	—	n/c	1
124	VONV Vanguard Russell 1000 Value…	0.2%	$1.87B	20.21M	—	n/c	1
125	BRK-B Berkshire Hathaway Inc.	0.3%	$1.83B	3.63M	—	n/c	1
126	COST Costco Wholesale Corporation	0.4%	$1.83B	2.12M	—	n/c	1
127	VTI Vanguard Morningstar Total…	0.3%	$1.79B	5.32M	—	n/c	1
128	GS The Goldman Sachs Group…	0.4%	$1.75B	1.99M	—	n/c	1
129	V Visa Inc.	0.6%	$1.73B	4.93M	—	n/c	1
130	ESGU iShares ESG Aware MSCI USA…	0.1%	$1.72B	11.53M	—	n/c	1
131	GILD Gilead Sciences, Inc.	0.2%	$1.71B	13.97M	—	n/c	1
132	TMO Thermo Fisher Scientific…	0.3%	$1.71B	2.95M	—	n/c	1
133	TLT iShares 20+ Year Treasury…	0.7%	$1.71B	19.57M	—	n/c	1
134	IWD iShares Russell 1000 Value…	0.8%	$1.69B	8.03M	—	n/c	1
135	LLY Eli Lilly and Company	0.9%	$1.66B	1.55M	—	n/c	1
136	IBM International Business…	0.3%	$1.66B	5.61M	—	n/c	1
137	BRK-B Berkshire Hathaway Inc.	0.3%	$1.66B	3.29M	—	n/c	1
138	IEFA iShares Core MSCI EAFE ETF	1.5%	$1.65B	18.49M	—	n/c	1
139	VEA Vanguard FTSE Developed…	0.9%	$1.65B	26.45M	—	n/c	1
140	RSP Invesco S&P 500 Equal…	0.3%	$1.64B	8.56M	—	n/c	1
141	GLD SPDR Gold Shares	0.3%	$1.64B	4.13M	—	n/c	1
142	SPGI S&P Global Inc.	0.2%	$1.64B	3.13M	—	n/c	1
143	XONA.DE Exxon Mobil Corporation	0.7%	$1.63B	13.57M	—	n/c	1
144	T AT&T Inc.	0.2%	$1.62B	65.18M	—	n/c	1
145	GLD SPDR Gold Shares	0.3%	$1.62B	4.08M	—	n/c	1
146	XEL Xcel Energy Inc.	0.1%	$1.61B	21.84M	—	n/c	1
147	HD The Home Depot, Inc.	0.4%	$1.60B	4.65M	—	n/c	1
148	MCD McDonald's Corporation	0.3%	$1.60B	5.22M	—	n/c	1
149	AMD Advanced Micro Devices, Inc.	0.2%	$1.58B	7.37M	—	n/c	1
150	ADI Analog Devices, Inc.	0.2%	$1.57B	5.81M	—	n/c	1
151	TSLA Tesla, Inc.	0.7%	$1.56B	3.46M	—	n/c	1
152	WDC Western Digital Corporation	0.2%	$1.55B	9.00M	—	n/c	1
153	CAT Caterpillar Inc.	0.3%	$1.55B	2.70M	—	n/c	1
154	ETN Eaton Corporation plc	0.3%	$1.53B	4.80M	—	n/c	1
155	AGG iShares Core U.S. Aggregate…	0.4%	$1.52B	15.20M	—	n/c	1
156	VTI Vanguard Morningstar Total…	0.3%	$1.51B	4.51M	—	n/c	1
157	PG The Procter & Gamble Company	0.3%	$1.51B	10.55M	—	n/c	1
158	GD General Dynamics Corporation	0.2%	$1.51B	4.48M	—	n/c	1
159	PANW Palo Alto Networks, Inc.	0.3%	$1.50B	8.14M	—	n/c	1
160	MDT Medtronic plc	0.2%	$1.48B	15.42M	—	n/c	1
161	NFLX Netflix, Inc.	0.4%	$1.48B	15.77M	—	n/c	1
162	AXP American Express Company	0.2%	$1.48B	3.99M	—	n/c	1
163	AAPL Apple Inc.	2.4%	$1.47B	5.41M	—	n/c	1
164	IBM International Business…	0.3%	$1.47B	4.96M	—	n/c	1
165	COST Costco Wholesale Corporation	0.4%	$1.46B	1.69M	—	n/c	1
166	TSM Taiwan Semiconductor…	0.4%	$1.45B	4.79M	—	n/c	1
167	GS The Goldman Sachs Group…	0.4%	$1.44B	1.64M	—	n/c	1
168	PM Philip Morris International…	0.2%	$1.44B	8.98M	—	n/c	1
169	CVX Chevron Corporation	0.3%	$1.44B	9.44M	—	n/c	1
170	HWM Howmet Aerospace Inc.	0.2%	$1.43B	6.97M	—	n/c	1
171	JCI Johnson Controls…	0.2%	$1.43B	11.93M	—	n/c	1
172	UNP Union Pacific Corporation	0.2%	$1.42B	6.14M	—	n/c	1
173	PLTR Palantir Technologies Inc.	0.2%	$1.42B	7.97M	—	n/c	1
174	NVDA NVIDIA Corporation	2.5%	$1.42B	7.59M	—	n/c	1
175	IEMG iShares Core MSCI Emerging…	0.8%	$1.41B	20.99M	—	n/c	1
176	VTI Vanguard Morningstar Total…	0.3%	$1.41B	4.20M	—	n/c	1
177	ORCL Oracle Corporation	0.2%	$1.40B	7.21M	—	n/c	1
178	HPE Hewlett Packard Enterprise…	0.1%	$1.38B	57.60M	—	n/c	1
179	MA Mastercard Incorporated	0.2%	$1.38B	2.41M	—	n/c	1
180	ROST Ross Stores, Inc.	0.1%	$1.37B	7.63M	—	n/c	1
181	AVEM Avantis Emerging Markets…	0.1%	$1.37B	17.84M	—	n/c	1
182	BA The Boeing Company	0.2%	$1.36B	6.27M	—	n/c	1
183	LQD iShares iBoxx $ Investment…	0.2%	$1.35B	12.27M	—	n/c	1
184	ABBV AbbVie Inc.	0.4%	$1.35B	5.91M	—	n/c	1
185	BNY Bank of New York Mellon Corp	0.1%	$1.34B	11.53M	—	n/c	1
186	NVDA NVIDIA Corporation	2.5%	$1.34B	7.17M	—	n/c	1
187	TFC Truist Financial Corporation	0.1%	$1.33B	26.98M	—	n/c	1
188	MU Micron Technology, Inc.	0.2%	$1.31B	4.58M	—	n/c	1
189	MSFT Microsoft Corporation	2.6%	$1.30B	2.70M	—	n/c	1
190	BSX Boston Scientific…	0.2%	$1.29B	13.50M	—	n/c	1
191	CAT Caterpillar Inc.	0.3%	$1.27B	2.22M	—	n/c	1
192	XLK State Street Technology…	0.2%	$1.27B	8.81M	—	n/c	1
193	AZN AstraZeneca PLC	0.2%	$1.26B	13.75M	—	n/c	1
194	XLK State Street Technology…	0.2%	$1.26B	8.77M	—	n/c	1
195	RTX RTX Corporation	0.3%	$1.26B	6.85M	—	n/c	1
196	XLF State Street Financial…	0.3%	$1.24B	22.66M	—	n/c	1
197	HD The Home Depot, Inc.	0.4%	$1.23B	3.58M	—	n/c	1
198	CSCO Cisco Systems, Inc.	0.3%	$1.23B	15.90M	—	n/c	1
199	IAU iShares Gold Trust	0.2%	$1.22B	15.07M	—	n/c	1
200	CSCO Cisco Systems, Inc.	0.3%	$1.19B	15.48M	—	n/c	1
201	CVX Chevron Corporation	0.3%	$1.19B	7.82M	—	n/c	1
202	PG The Procter & Gamble Company	0.3%	$1.19B	8.29M	—	n/c	1
203	PEP PepsiCo, Inc.	0.2%	$1.18B	8.25M	—	n/c	1
204	COWZ Pacer US Cash Cows 100 ETF	0.2%	$1.18B	19.67M	—	n/c	1
205	RSP Invesco S&P 500 Equal…	0.3%	$1.18B	6.16M	—	n/c	1
206	QQQ Invesco QQQ Trust, Series 1	0.9%	$1.18B	1.92M	—	n/c	1
207	JNJ Johnson & Johnson	0.4%	$1.18B	5.68M	—	n/c	1
208	WMT Walmart Inc.	0.6%	$1.17B	10.52M	—	n/c	1
209	CSX CSX Corporation	0.1%	$1.17B	32.14M	—	n/c	1
210	MLM Martin Marietta Materials…	0.1%	$1.16B	1.86M	—	n/c	1
211	SHOP Shopify Inc.	0.1%	$1.15B	7.13M	—	n/c	1
212	MRK Merck & Co., Inc.	0.2%	$1.14B	10.86M	—	n/c	1
213	IWB iShares Russell 1000 ETF	0.1%	$1.14B	3.05M	—	n/c	1
214	ETN Eaton Corporation plc	0.3%	$1.13B	3.56M	—	n/c	1
215	VYM Vanguard High Dividend…	0.1%	$1.13B	7.87M	—	n/c	1
216	QQQ Invesco QQQ Trust, Series 1	0.9%	$1.13B	1.84M	—	n/c	1
217	XLV State Street Health Care…	0.3%	$1.12B	7.26M	—	n/c	1
218	CSCO Cisco Systems, Inc.	0.3%	$1.12B	14.55M	—	n/c	1
219	HLT Hilton Worldwide Holdings…	0.1%	$1.11B	3.87M	—	n/c	1
220	COP ConocoPhillips	0.1%	$1.11B	11.85M	—	n/c	1
221	IVW iShares S&P 500 Growth ETF	0.2%	$1.11B	9.00M	—	n/c	1
222	UNH UnitedHealth Group…	0.2%	$1.11B	3.36M	—	n/c	1
223	XLP State Street Consumer…	0.1%	$1.11B	14.24M	—	n/c	1
224	EMR Emerson Electric Co.	0.2%	$1.10B	8.28M	—	n/c	1
225	USHY iShares Broad USD High…	0.1%	$1.10B	29.31M	—	n/c	1
226	SPY State Street SPDR S&P 500…	1.5%	$1.10B	1.61M	—	n/c	1
227	PG The Procter & Gamble Company	0.3%	$1.09B	7.59M	—	n/c	1
228	NEE NextEra Energy, Inc.	0.2%	$1.08B	13.50M	—	n/c	1
229	TSLA Tesla, Inc.	0.7%	$1.08B	2.41M	—	n/c	1
230	SPYM State Street SPDR Portfolio…	0.3%	$1.08B	13.49M	—	n/c	1
231	BLK BlackRock, Inc.	0.4%	$1.08B	1.01M	—	n/c	1
232	MS Morgan Stanley	0.2%	$1.07B	6.03M	—	n/c	1
233	PZA Invesco National AMT-Free…	0.1%	$1.07B	46.13M	—	n/c	1
234	C Citigroup Inc.	0.2%	$1.07B	9.15M	—	n/c	1
235	KMI Kinder Morgan, Inc.	0.1%	$1.07B	38.82M	—	n/c	1
236	MCD McDonald's Corporation	0.3%	$1.07B	3.49M	—	n/c	1
237	PCAR PACCAR Inc	0.1%	$1.06B	9.71M	—	n/c	1
238	ABBV AbbVie Inc.	0.4%	$1.06B	4.62M	—	n/c	1
239	SPG Simon Property Group, Inc.	0.1%	$1.06B	5.70M	—	n/c	1
240	GLD SPDR Gold Shares	0.3%	$1.05B	2.66M	—	n/c	1
241	RTX RTX Corporation	0.3%	$1.05B	5.72M	—	n/c	1
242	PEG Public Service Enterprise…	0.1%	$1.04B	12.99M	—	n/c	1
243	PEP PepsiCo, Inc.	0.2%	$1.04B	7.26M	—	n/c	1
244	CVX Chevron Corporation	0.3%	$1.04B	6.81M	—	n/c	1
245	GOVT iShares U.S. Treasury Bond…	0.7%	$1.03B	44.76M	—	n/c	1
246	AAPL Apple Inc.	2.4%	$1.02B	3.76M	—	n/c	1
247	VZ Verizon Communications Inc.	0.2%	$1.02B	24.99M	—	n/c	1
248	SYF Synchrony Financial	0.1%	$1.02B	12.19M	—	n/c	1
249	VO Vanguard Morningstar…	0.4%	$1.01B	3.49M	—	n/c	1
250	DELL Dell Technologies Inc.	0.1%	$1.00B	7.98M	—	n/c	1
251	KO The Coca-Cola Company	0.2%	$995.85M	14.24M	—	n/c	1
252	SPHY State Street SPDR Portfolio…	0.1%	$993.41M	41.97M	—	n/c	1
253	JEPI JPMorgan Equity Premium…	0.1%	$987.53M	17.25M	—	n/c	1
254	IVE iShares S&P 500 Value ETF	0.1%	$978.98M	4.62M	—	n/c	1
255	FCX Freeport-McMoRan Inc.	0.1%	$975.68M	19.21M	—	n/c	1
256	AMGN Amgen Inc.	0.1%	$972.77M	2.97M	—	n/c	1
257	KBWB Invesco KBW Bank ETF	0.1%	$968.64M	11.49M	—	n/c	1
258	IBM International Business…	0.3%	$968.34M	3.27M	—	n/c	1
259	OEF iShares S&P 100 ETF	0.2%	$962.24M	2.81M	—	n/c	1
260	COWZ Pacer US Cash Cows 100 ETF	0.2%	$960.62M	15.97M	—	n/c	1
261	XLC State Street Communication…	0.4%	$958.54M	8.14M	—	n/c	1
262	IVV iShares Core S&P 500 ETF	1.1%	$955.87M	1.40M	—	n/c	1
263	MUB iShares National Muni Bond…	0.3%	$953.78M	8.90M	—	n/c	1
264	IQLT iShares MSCI Intl Quality…	0.1%	$952.26M	20.95M	—	n/c	1
265	IWD iShares Russell 1000 Value…	0.8%	$945.93M	4.50M	—	n/c	1
266	UNH UnitedHealth Group…	0.2%	$945.25M	2.86M	—	n/c	1
267	LOW Lowe's Companies, Inc.	0.2%	$940.00M	3.90M	—	n/c	1
268	IJR iShares Core S&P Small-Cap…	0.3%	$939.72M	7.82M	—	n/c	1
269	PNC The PNC Financial Services…	0.1%	$935.86M	4.48M	—	n/c	1
270	GD General Dynamics Corporation	0.2%	$934.04M	2.77M	—	n/c	1
271	IWN iShares Russell 2000 Value…	0.1%	$933.24M	5.15M	—	n/c	1
272	TIP iShares TIPS Bond ETF	0.2%	$926.03M	8.43M	—	n/c	1
273	EAGG iShares ESG Aware U.S.…	0.1%	$925.76M	19.35M	—	n/c	1
274	TEL TE Connectivity plc	0.1%	$922.45M	4.05M	—	n/c	1
275	XLI State Street Industrial…	0.1%	$920.56M	5.93M	—	n/c	1
276	PPA Invesco Aerospace & Defense…	0.1%	$918.26M	5.86M	—	n/c	1
277	RSP Invesco S&P 500 Equal…	0.3%	$916.95M	4.79M	—	n/c	1
278	SCHW The Charles Schwab…	0.1%	$914.36M	9.15M	—	n/c	1
279	SGOV iShares 0-3 Month Treasury…	0.1%	$910.74M	9.07M	—	n/c	1
280	ETR Entergy Corporation	0.1%	$910.21M	9.85M	—	n/c	1
281	TMO Thermo Fisher Scientific…	0.3%	$909.34M	1.57M	—	n/c	1
282	TIP iShares TIPS Bond ETF	0.2%	$905.13M	8.24M	—	n/c	1
283	COR Cencora, Inc.	0.1%	$902.71M	2.67M	—	n/c	1
284	NFLX Netflix, Inc.	0.4%	$898.96M	9.59M	—	n/c	1
285	OEF iShares S&P 100 ETF	0.2%	$896.64M	2.61M	—	n/c	1
286	APP AppLovin Corporation	0.2%	$895.58M	1.33M	—	n/c	1
287	ALL The Allstate Corporation	0.1%	$895.14M	4.30M	—	n/c	1
288	BX Blackstone Inc.	0.1%	$894.65M	5.80M	—	n/c	1
289	PAVE Global X - U.S.…	0.1%	$884.97M	18.52M	—	n/c	1
290	C Citigroup Inc.	0.2%	$880.64M	7.55M	—	n/c	1
291	BND Vanguard Total Bond Market…	0.1%	$878.51M	11.86M	—	n/c	1
292	CAT Caterpillar Inc.	0.3%	$876.58M	1.53M	—	n/c	1
293	IEMG iShares Core MSCI Emerging…	0.8%	$871.36M	12.96M	—	n/c	1
294	VWO Vanguard FTSE Emerging…	0.5%	$857.00M	15.94M	—	n/c	1
295	DGRO iShares Core Dividend…	0.1%	$856.61M	12.34M	—	n/c	1
296	IVW iShares S&P 500 Growth ETF	0.2%	$851.21M	6.91M	—	n/c	1
297	ISRG Intuitive Surgical, Inc.	0.1%	$847.18M	1.50M	—	n/c	1
298	EEM iShares MSCI Emerging…	0.1%	$846.70M	15.48M	—	n/c	1
299	RACE Ferrari N.V.	0.1%	$845.54M	2.29M	—	n/c	1
300	CRM Salesforce, Inc.	0.2%	$840.21M	3.17M	—	n/c	1
301	SCHD Schwab U.S. Dividend Equity…	0.1%	$839.77M	30.62M	—	n/c	1
302	GE GE Aerospace	0.2%	$839.35M	2.72M	—	n/c	1
303	GLW Corning Inc	0.1%	$839.00M	9.58M	—	n/c	1
304	TXN Texas Instruments…	0.1%	$838.02M	4.83M	—	n/c	1
305	JAAA Janus Henderson AAA CLO ETF	0.1%	$835.63M	16.52M	—	n/c	1
306	MA Mastercard Incorporated	0.2%	$835.46M	1.46M	—	n/c	1
307	PLD Prologis, Inc.	0.1%	$835.06M	6.54M	—	n/c	1
308	ACN Accenture plc	0.1%	$832.49M	3.10M	—	n/c	1
309	MCD McDonald's Corporation	0.3%	$831.16M	2.72M	—	n/c	1
310	VEU Vanguard FTSE All-World…	0.2%	$830.36M	11.29M	—	n/c	1
311	KO The Coca-Cola Company	0.2%	$829.87M	11.87M	—	n/c	1
312	FI Fiserv, Inc.	0.1%	$829.28M	12.35M	—	n/c	1
313	VIS Vanguard Industrials ETF	0.1%	$828.63M	2.78M	—	n/c	1
314	EFA iShares MSCI EAFE ETF	0.3%	$828.63M	8.63M	—	n/c	1
315	C Citigroup Inc.	0.2%	$827.57M	7.09M	—	n/c	1
316	PVAL Putnam Focused Large Cap…	0.1%	$825.74M	18.12M	—	n/c	1
317	MDY State Street SPDR S&P…	0.1%	$825.66M	1.37M	—	n/c	1
318	AVGO Broadcom Inc.	1.5%	$820.80M	2.37M	—	n/c	1
319	BLK BlackRock, Inc.	0.4%	$820.58M	766.65K	—	n/c	1
320	PANW Palo Alto Networks, Inc.	0.3%	$819.91M	4.45M	—	n/c	1
321	HYLB Xtrackers USD High Yield…	0.1%	$819.62M	22.25M	—	n/c	1
322	DLR Digital Realty Trust, Inc.	0.1%	$815.66M	5.27M	—	n/c	1
323	SHM State Street SPDR Nuveen…	0.1%	$808.18M	16.84M	—	n/c	1
324	TJX The TJX Companies, Inc.	0.3%	$806.06M	5.25M	—	n/c	1
325	ABT Abbott Laboratories	0.2%	$802.62M	6.41M	—	n/c	1
326	AMAT Applied Materials, Inc.	0.1%	$802.18M	3.12M	—	n/c	1
327	IWO iShares Russell 2000 Growth…	0.1%	$797.19M	2.47M	—	n/c	1
328	XLK State Street Technology…	0.2%	$795.78M	5.53M	—	n/c	1
329	AGG iShares Core U.S. Aggregate…	0.4%	$795.67M	7.97M	—	n/c	1
330	GOOGL Alphabet Inc.	1.6%	$794.91M	2.54M	—	n/c	1
331	IWM iShares Russell 2000 ETF	0.8%	$793.97M	3.23M	—	n/c	1
332	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$793.77M	8.35M	—	n/c	1
333	XBI State Street SPDR S&P…	0.1%	$791.99M	6.50M	—	n/c	1
334	EMR Emerson Electric Co.	0.2%	$791.96M	5.97M	—	n/c	1
335	XLY State Street Consumer…	0.3%	$791.88M	6.63M	—	n/c	1
336	IJR iShares Core S&P Small-Cap…	0.3%	$791.32M	6.58M	—	n/c	1
337	APP AppLovin Corporation	0.2%	$789.94M	1.17M	—	n/c	1
338	WFC Wells Fargo & Company	0.3%	$789.48M	8.47M	—	n/c	1
339	MS Morgan Stanley	0.2%	$781.03M	4.40M	—	n/c	1
340	IVE iShares S&P 500 Value ETF	0.1%	$780.29M	3.68M	—	n/c	1
341	ETN Eaton Corporation plc	0.3%	$778.07M	2.44M	—	n/c	1
342	AMZN Amazon.com, Inc.	1.4%	$772.39M	3.35M	—	n/c	1
343	PLTR Palantir Technologies Inc.	0.2%	$770.19M	4.33M	—	n/c	1
344	FER.MC Ferrovial SE	0.1%	$770.14M	11.92M	—	n/c	1
345	MRK Merck & Co., Inc.	0.2%	$768.72M	7.30M	—	n/c	1
346	VB Vanguard Morningstar…	0.4%	$763.84M	2.96M	—	n/c	1
347	VFH Vanguard Financials ETF	0.2%	$761.15M	5.70M	—	n/c	1
348	VXUS Vanguard Total…	0.1%	$752.35M	9.97M	—	n/c	1
349	KO The Coca-Cola Company	0.2%	$751.37M	10.75M	—	n/c	1
350	XLE State Street Energy Select…	0.1%	$748.24M	16.74M	—	n/c	1
351	PANW Palo Alto Networks, Inc.	0.3%	$744.01M	4.04M	—	n/c	1
352	AMD Advanced Micro Devices, Inc.	0.2%	$741.84M	3.46M	—	n/c	1
353	PGX Invesco Preferred ETF	0.1%	$739.87M	65.83M	—	n/c	1
354	HON Honeywell International Inc.	0.1%	$737.49M	3.78M	—	n/c	1
355	WELL Welltower Inc.	0.3%	$732.70M	3.95M	—	n/c	1
356	COF Capital One Financial…	0.1%	$732.04M	3.02M	—	n/c	1
357	ABT Abbott Laboratories	0.2%	$730.06M	5.83M	—	n/c	1
358	MRSH Marsh & McLennan Companies…	0.1%	$728.44M	3.93M	—	n/c	1
359	VRT Vertiv Holdings Co	0.1%	$725.24M	4.48M	—	n/c	1
360	IBB iShares Biotechnology ETF	0.1%	$724.05M	4.29M	—	n/c	1
361	ADP Automatic Data Processing…	0.1%	$721.55M	2.81M	—	n/c	1
362	TXN Texas Instruments…	0.1%	$720.32M	4.15M	—	n/c	1
363	STX Seagate Technology Holdings…	0.1%	$719.71M	2.61M	—	n/c	1
364	VEU Vanguard FTSE All-World…	0.2%	$718.49M	9.77M	—	n/c	1
365	GEV GE Vernova Inc.	0.1%	$716.01M	1.10M	—	n/c	1
366	VRTX Vertex Pharmaceuticals…	0.1%	$709.28M	1.56M	—	n/c	1
367	HYD VanEck High Yield Muni ETF	0.1%	$707.73M	13.84M	—	n/c	1
368	DIS The Walt Disney Company	0.1%	$707.36M	6.22M	—	n/c	1
369	ORCL Oracle Corporation	0.2%	$706.86M	3.63M	—	n/c	1
370	AXP American Express Company	0.2%	$706.51M	1.91M	—	n/c	1
371	LIN Linde plc	0.1%	$704.80M	1.65M	—	n/c	1
372	NEE NextEra Energy, Inc.	0.2%	$704.35M	8.77M	—	n/c	1
373	AMZN Amazon.com, Inc.	1.4%	$704.19M	3.05M	—	n/c	1
374	JMBS Janus Henderson…	0.1%	$703.84M	15.40M	—	n/c	1
375	CRM Salesforce, Inc.	0.2%	$701.56M	2.65M	—	n/c	1
376	PH Parker-Hannifin Corporation	0.3%	$701.24M	797.80K	—	n/c	1
377	DHR Danaher Corporation	0.1%	$698.49M	3.05M	—	n/c	1
378	O Realty Income Corporation	0.1%	$697.39M	12.37M	—	n/c	1
379	QCOM QUALCOMM Incorporated	0.2%	$694.86M	4.06M	—	n/c	1
380	IAU iShares Gold Trust	0.2%	$692.11M	8.53M	—	n/c	1
381	CB Chubb Limited	0.1%	$691.45M	2.22M	—	n/c	1
382	IWM iShares Russell 2000 ETF	0.8%	$690.61M	2.81M	—	n/c	1
383	TRV The Travelers Companies…	0.1%	$689.20M	2.38M	—	n/c	1
384	EFA iShares MSCI EAFE ETF	0.3%	$684.44M	7.13M	—	n/c	1
385	VZ Verizon Communications Inc.	0.2%	$682.62M	16.76M	—	n/c	1
386	ASML ASML Holding N.V.	0.1%	$682.58M	638.00K	—	n/c	1
387	XLI State Street Industrial…	0.1%	$681.40M	4.39M	—	n/c	1
388	VONG Vanguard Russell 1000…	0.5%	$680.20M	5.59M	—	n/c	1
389	VIG Vanguard Dividend…	0.4%	$680.02M	3.09M	—	n/c	1
390	SYK Stryker Corporation	0.1%	$679.54M	1.93M	—	n/c	1
391	VUG Vanguard Morningstar Growth…	1.7%	$677.10M	1.39M	—	n/c	1
392	DVY iShares Select Dividend ETF	0.1%	$669.07M	4.74M	—	n/c	1
393	LMT Lockheed Martin Corporation	0.1%	$658.77M	1.36M	—	n/c	1
394	QCOM QUALCOMM Incorporated	0.2%	$654.59M	3.83M	—	n/c	1
395	PGR The Progressive Corporation	0.2%	$652.33M	2.86M	—	n/c	1
396	T AT&T Inc.	0.2%	$651.84M	26.24M	—	n/c	1
397	NOC Northrop Grumman Corporation	0.1%	$651.35M	1.14M	—	n/c	1
398	TSM Taiwan Semiconductor…	0.4%	$651.16M	2.14M	—	n/c	1
399	ORCL Oracle Corporation	0.2%	$649.16M	3.33M	—	n/c	1
400	JMTG JPMorgan Mortgage-Backed…	0.1%	$646.75M	12.67M	—	n/c	1
401	IWP iShares Russell Mid-Cap…	0.1%	$646.16M	4.72M	—	n/c	1
402	META Meta Platforms, Inc.	0.9%	$642.27M	973.01K	—	n/c	1
403	NEU NewMarket Corporation	0.0%	$641.46M	933.36K	—	n/c	1
404	D Dominion Energy, Inc.	0.1%	$640.98M	10.94M	—	n/c	1
405	VOO Vanguard S&P 500 ETF	1.2%	$639.77M	1.02M	—	n/c	1
406	MA Mastercard Incorporated	0.2%	$639.22M	1.12M	—	n/c	1
407	ITM VanEck Intermediate Muni ETF	0.1%	$639.19M	13.55M	—	n/c	1
408	LRCX Lam Research Corporation	0.1%	$638.74M	3.73M	—	n/c	1
409	INTU Intuit Inc.	0.1%	$634.73M	958.20K	—	n/c	1
410	UNP Union Pacific Corporation	0.2%	$634.31M	2.74M	—	n/c	1
411	EEMV iShares MSCI Emerging…	0.1%	$632.33M	9.87M	—	n/c	1
412	VDC Vanguard Consumer Staples…	0.1%	$632.27M	2.99M	—	n/c	1
413	HON Honeywell International Inc.	0.1%	$632.01M	3.24M	—	n/c	1
414	CIBR First Trust Nasdaq…	0.1%	$630.97M	8.83M	—	n/c	1
415	PEP PepsiCo, Inc.	0.2%	$630.74M	4.39M	—	n/c	1
416	NEE NextEra Energy, Inc.	0.2%	$628.48M	7.83M	—	n/c	1
417	VEU Vanguard FTSE All-World…	0.2%	$628.21M	8.54M	—	n/c	1
418	LOW Lowe's Companies, Inc.	0.2%	$626.32M	2.60M	—	n/c	1
419	APP AppLovin Corporation	0.2%	$626.07M	929.14K	—	n/c	1
420	TPG TPG Inc.	0.1%	$624.64M	9.78M	—	n/c	1
421	JEPI JPMorgan Equity Premium…	0.1%	$620.09M	10.83M	—	n/c	1
422	DYNF iShares U.S. Equity Factor…	0.1%	$615.34M	10.12M	—	n/c	1
423	MDLZ Mondelez International, Inc.	0.1%	$614.92M	11.42M	—	n/c	1
424	CRWD CrowdStrike Holdings, Inc.	0.1%	$614.52M	1.31M	—	n/c	1
425	TMO Thermo Fisher Scientific…	0.3%	$608.77M	1.05M	—	n/c	1
426	MS Morgan Stanley	0.2%	$607.24M	3.42M	—	n/c	1
427	MSFT Microsoft Corporation	2.6%	$606.76M	1.25M	—	n/c	1
428	BIL State Street SPDR Bloomberg…	0.1%	$606.64M	6.64M	—	n/c	1
429	MNST Monster Beverage Corporation	0.1%	$605.12M	7.89M	—	n/c	1
430	ASML ASML Holding N.V.	0.1%	$604.92M	565.42K	—	n/c	1
431	TJX The TJX Companies, Inc.	0.3%	$604.62M	3.94M	—	n/c	1
432	VCIT Vanguard Intermediate-Term…	0.5%	$603.63M	7.21M	—	n/c	1
433	ITOT iShares Core S&P Total U.S.…	0.1%	$597.48M	4.02M	—	n/c	1
434	GILD Gilead Sciences, Inc.	0.2%	$596.51M	4.86M	—	n/c	1
435	ICE Intercontinental Exchange…	0.1%	$595.26M	3.68M	—	n/c	1
436	WELL Welltower Inc.	0.3%	$594.73M	3.20M	—	n/c	1
437	UBER Uber Technologies, Inc.	0.1%	$592.97M	7.26M	—	n/c	1
438	NDAQ Nasdaq, Inc.	0.1%	$592.72M	6.10M	—	n/c	1
439	INTC Intel Corp.	0.1%	$588.87M	15.96M	—	n/c	1
440	APH Amphenol Corporation	0.2%	$585.63M	4.33M	—	n/c	1
441	AZN AstraZeneca PLC	0.2%	$583.44M	6.35M	—	n/c	1
442	LYV Live Nation Entertainment…	0.1%	$582.32M	4.09M	—	n/c	1
443	WFC Wells Fargo & Company	0.3%	$581.63M	6.24M	—	n/c	1
444	MCK McKesson Corporation	0.1%	$581.59M	709.01K	—	n/c	1
445	ADI Analog Devices, Inc.	0.2%	$580.78M	2.14M	—	n/c	1
446	XLE State Street Energy Select…	0.1%	$577.93M	12.93M	—	n/c	1
447	VYM Vanguard High Dividend…	0.1%	$576.57M	4.02M	—	n/c	1
448	WMB The Williams Companies, Inc.	0.2%	$572.10M	9.52M	—	n/c	1
449	AGG iShares Core U.S. Aggregate…	0.4%	$571.88M	5.73M	—	n/c	1
450	GE GE Aerospace	0.2%	$568.79M	1.85M	—	n/c	1
451	LOW Lowe's Companies, Inc.	0.2%	$568.64M	2.36M	—	n/c	1
452	XLRE State Street Real Estate…	0.1%	$566.45M	14.04M	—	n/c	1
453	XLU State Street Utilities…	0.1%	$565.14M	13.24M	—	n/c	1
454	ISRG Intuitive Surgical, Inc.	0.1%	$563.47M	994.90K	—	n/c	1
455	KLAC KLA Corporation	0.1%	$560.13M	460.99K	—	n/c	1
456	MDT Medtronic plc	0.2%	$560.04M	5.83M	—	n/c	1
457	XLP State Street Consumer…	0.1%	$558.68M	7.19M	—	n/c	1
458	HWM Howmet Aerospace Inc.	0.2%	$558.15M	2.72M	—	n/c	1
459	BRK-B Berkshire Hathaway Inc.	0.3%	$555.30M	1.10M	—	n/c	1
460	TLH iShares 10-20 Year Treasury…	0.1%	$552.17M	5.43M	—	n/c	1
461	VO Vanguard Morningstar…	0.4%	$552.05M	1.90M	—	n/c	1
462	GE GE Aerospace	0.2%	$550.64M	1.79M	—	n/c	1
463	LRCX Lam Research Corporation	0.1%	$547.44M	3.20M	—	n/c	1
464	WEC WEC Energy Group, Inc.	0.1%	$546.94M	5.19M	—	n/c	1
465	LRCX Lam Research Corporation	0.1%	$546.25M	3.19M	—	n/c	1
466	VBR Vanguard Morningstar…	0.2%	$544.78M	2.57M	—	n/c	1
467	IJH iShares Core S&P Mid-Cap ETF	0.3%	$543.38M	8.23M	—	n/c	1
468	ESGE iShares ESG Aware MSCI EM…	0.0%	$542.88M	12.29M	—	n/c	1
469	SPOT Spotify Technology S.A.	0.1%	$542.81M	934.73K	—	n/c	1
470	DIS The Walt Disney Company	0.1%	$541.38M	4.76M	—	n/c	1
471	JAAA Janus Henderson AAA CLO ETF	0.1%	$540.13M	10.68M	—	n/c	1
472	IXUS iShares Core MSCI Total…	0.1%	$535.69M	6.33M	—	n/c	1
473	LQD iShares iBoxx $ Investment…	0.2%	$535.27M	4.86M	—	n/c	1
474	AEM Agnico Eagle Mines Limited	0.1%	$533.06M	3.14M	—	n/c	1
475	IAU iShares Gold Trust	0.2%	$528.31M	6.51M	—	n/c	1
476	MGK Vanguard Morningstar Mega…	0.1%	$527.26M	1.28M	—	n/c	1
477	WDAY Workday, Inc.	0.1%	$525.21M	2.45M	—	n/c	1
478	PFG Principal Financial Group…	0.1%	$524.06M	5.94M	—	n/c	1
479	ACN Accenture plc	0.1%	$523.18M	1.95M	—	n/c	1
480	VV Vanguard Morningstar…	0.1%	$522.63M	1.66M	—	n/c	1
481	CB Chubb Limited	0.1%	$520.90M	1.67M	—	n/c	1
482	APD Air Products and Chemicals…	0.1%	$519.16M	2.10M	—	n/c	1
483	ABT Abbott Laboratories	0.2%	$518.62M	4.14M	—	n/c	1
484	UNH UnitedHealth Group…	0.2%	$515.29M	1.56M	—	n/c	1
485	UNP Union Pacific Corporation	0.2%	$514.53M	2.22M	—	n/c	1
486	CI Cigna Corporation	0.1%	$513.96M	1.87M	—	n/c	1
487	CME CME Group Inc.	0.1%	$513.05M	1.88M	—	n/c	1
488	BA The Boeing Company	0.2%	$512.81M	2.36M	—	n/c	1
489	SBUX Starbucks Corporation	0.1%	$512.60M	6.09M	—	n/c	1
490	KLAC KLA Corporation	0.1%	$507.36M	417.55K	—	n/c	1
491	ADBE Adobe Inc.	0.1%	$506.64M	1.45M	—	n/c	1
492	SHY iShares 1-3 Year Treasury…	0.1%	$505.38M	6.10M	—	n/c	1
493	USMV iShares MSCI USA Min Vol…	0.1%	$503.42M	5.35M	—	n/c	1
494	BIL State Street SPDR Bloomberg…	0.1%	$502.80M	5.50M	—	n/c	1
495	WT WisdomTree, Inc.	0.2%	$502.60M	5.62M	—	n/c	1
496	ADSK Autodesk, Inc.	0.1%	$502.47M	1.70M	—	n/c	1
497	CRM Salesforce, Inc.	0.2%	$501.31M	1.89M	—	n/c	1
498	KKR KKR & Co. Inc.	0.1%	$500.06M	3.92M	—	n/c	1
499	AXP American Express Company	0.2%	$498.29M	1.35M	—	n/c	1
500	JPM JPMorgan Chase & Co.	1.3%	$497.84M	1.55M	—	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

61720–1 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
UBS Group AG	5076	73.4%	0.8654	对比 ⇄
Morgan Stanley	5176	76.1%	0.8465	对比 ⇄
Rockefeller Capital Management L.P.	4136	74.4%	0.8401	对比 ⇄
Wells Fargo & Company/Mn	4993	82.3%	0.8118	对比 ⇄
Fifth Third Bancorp	3808	69.3%	0.7945	对比 ⇄
Goldman Sachs Group	4346	74.4%	0.7876	对比 ⇄
Osaic Holdings, Inc.	5000	77.3%	0.7786	对比 ⇄
Ameriprise Financial Inc	3746	70.1%	0.7755	对比 ⇄

仅反映已申报多头仓位的相似度——对冲头寸及非 13F 资产不可见。方法论

申报记录

Aug 14 2026 13F-HR · 期间 Q2 2026

$1.55T · 18,318 持仓 · 查看 SEC 原始申报文件 ↗

May 18 2026 13F-HR · 期间 Q1 2026

$1.37T · 17,872 持仓 · 查看 SEC 原始申报文件 ↗

Feb 17 2026 13F-HR · 期间 Q4 2025

$1.37T · 28,105 持仓 · 查看 SEC 原始申报文件 ↗

Feb 03 2026 13F-HR/A · 期间 Q3 2025

$1.47T · 29,308 持仓 · 修正件 (restatement) · 查看 SEC 原始申报文件 ↗

Nov 14 2025 13F-HR · 期间 Q3 2025

$1.47T · 29,308 持仓 · 查看 SEC 原始申报文件 ↗

Aug 14 2025 13F-HR · 期间 Q2 2025

$1.37T · 28,404 持仓 · 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 Aug 14, 2026 · 变动方法论

☆ Bank Of America Corp /De/

Bank Of America Corp /De/