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	MSFT Microsoft Corporation	2.6%	$35.36B	73.12M	—	n/c	1
2	NVDA NVIDIA Corporation	2.5%	$34.91B	187.18M	—	n/c	1
3	AAPL Apple Inc.	2.4%	$33.61B	123.61M	—	n/c	1
4	VTV Vanguard Morningstar Value…	1.9%	$26.00B	136.15M	—	n/c	1
5	VUG Vanguard Morningstar Growth…	1.7%	$23.36B	47.88M	—	n/c	1
6	GOOGL Alphabet Inc.	1.6%	$21.63B	69.11M	—	n/c	1
7	SPY State Street SPDR S&P 500…	1.5%	$21.01B	30.80M	—	n/c	1
8	IEFA iShares Core MSCI EAFE ETF	1.5%	$20.38B	227.76M	—	n/c	1
9	AVGO Broadcom Inc.	1.5%	$20.02B	57.84M	—	n/c	1
10	AMZN Amazon.com, Inc.	1.4%	$19.42B	84.16M	—	n/c	1
11	JPM JPMorgan Chase & Co.	1.3%	$18.28B	56.72M	—	n/c	1
12	VOO Vanguard S&P 500 ETF	1.2%	$16.99B	27.09M	—	n/c	1
13	IVV iShares Core S&P 500 ETF	1.1%	$14.86B	21.70M	—	n/c	1
14	IWF iShares Russell 1000 Growth…	1.0%	$13.26B	28.02M	—	n/c	1
15	VEA Vanguard FTSE Developed…	0.9%	$12.85B	205.76M	—	n/c	1
16	META Meta Platforms, Inc.	0.9%	$12.12B	18.36M	—	n/c	1
17	QQQ Invesco QQQ Trust, Series 1	0.9%	$12.01B	19.55M	—	n/c	1
18	LLY Eli Lilly and Company	0.9%	$11.93B	11.11M	—	n/c	1
19	IEMG iShares Core MSCI Emerging…	0.8%	$11.64B	173.23M	—	n/c	1
20	VGT Vanguard Information…	0.8%	$11.20B	14.86M	—	n/c	1
21	IWD iShares Russell 1000 Value…	0.8%	$10.99B	52.26M	—	n/c	1
22	IWM iShares Russell 2000 ETF	0.8%	$10.77B	43.75M	—	n/c	1
23	GOOG Alphabet Inc.	0.7%	$10.21B	32.55M	—	n/c	1
24	TLT iShares 20+ Year Treasury…	0.7%	$9.51B	109.06M	—	n/c	1
25	TSLA Tesla, Inc.	0.7%	$9.33B	20.76M	—	n/c	1
26	GOVT iShares U.S. Treasury Bond…	0.7%	$9.09B	394.71M	—	n/c	1
27	XONA.DE Exxon Mobil Corporation	0.7%	$9.04B	75.15M	—	n/c	1
28	IUSV iShares Core S&P U.S. Value…	0.6%	$8.55B	83.40M	—	n/c	1
29	V Visa Inc.	0.6%	$8.36B	23.84M	—	n/c	1
30	WMT Walmart Inc.	0.6%	$7.71B	69.20M	—	n/c	1
31	IUSG iShares Core S&P U.S.…	0.5%	$7.31B	43.51M	—	n/c	1
32	VCIT Vanguard Intermediate-Term…	0.5%	$7.11B	84.85M	—	n/c	1
33	BNDX Vanguard Total…	0.5%	$6.83B	141.42M	—	n/c	1
34	MBB iShares MBS ETF	0.5%	$6.77B	71.05M	—	n/c	1
35	IWR iShares Russell Mid-Cap ETF	0.5%	$6.41B	66.57M	—	n/c	1
36	VWO Vanguard FTSE Emerging…	0.5%	$6.32B	117.53M	—	n/c	1
37	VONG Vanguard Russell 1000…	0.5%	$6.24B	51.26M	—	n/c	1
38	VB Vanguard Morningstar…	0.4%	$6.04B	23.43M	—	n/c	1
39	ABBV AbbVie Inc.	0.4%	$5.90B	25.82M	—	n/c	1
40	JNJ Johnson & Johnson	0.4%	$5.86B	28.33M	—	n/c	1
41	COST Costco Wholesale Corporation	0.4%	$5.81B	6.74M	—	n/c	1
42	VCSH Vanguard Short-Term…	0.4%	$5.68B	71.25M	—	n/c	1
43	BLK BlackRock, Inc.	0.4%	$5.56B	5.20M	—	n/c	1
44	HD The Home Depot, Inc.	0.4%	$5.53B	16.06M	—	n/c	1
45	VIG Vanguard Dividend…	0.4%	$5.44B	24.74M	—	n/c	1
46	AGG iShares Core U.S. Aggregate…	0.4%	$5.37B	53.74M	—	n/c	1
47	XLC State Street Communication…	0.4%	$5.29B	44.90M	—	n/c	1
48	VO Vanguard Morningstar…	0.4%	$5.26B	18.13M	—	n/c	1
49	GS The Goldman Sachs Group…	0.4%	$5.25B	5.98M	—	n/c	1
50	NFLX Netflix, Inc.	0.4%	$5.21B	55.57M	—	n/c	1
51	TSM Taiwan Semiconductor…	0.4%	$4.83B	15.90M	—	n/c	1
52	WFC Wells Fargo & Company	0.3%	$4.78B	51.28M	—	n/c	1
53	VTI Vanguard Morningstar Total…	0.3%	$4.76B	14.19M	—	n/c	1
54	XLY State Street Consumer…	0.3%	$4.68B	39.21M	—	n/c	1
55	RTX RTX Corporation	0.3%	$4.67B	25.48M	—	n/c	1
56	IJH iShares Core S&P Mid-Cap ETF	0.3%	$4.56B	69.10M	—	n/c	1
57	GLD SPDR Gold Shares	0.3%	$4.50B	11.34M	—	n/c	1
58	IBM International Business…	0.3%	$4.45B	15.01M	—	n/c	1
59	XLF State Street Financial…	0.3%	$4.42B	80.61M	—	n/c	1
60	SMH VanEck Semiconductor ETF	0.3%	$4.38B	12.17M	—	n/c	1
61	BRK-B Berkshire Hathaway Inc.	0.3%	$4.37B	8.69M	—	n/c	1
62	IDEV iShares Core MSCI…	0.3%	$4.33B	52.48M	—	n/c	1
63	SPYM State Street SPDR Portfolio…	0.3%	$4.32B	53.85M	—	n/c	1
64	XLV State Street Health Care…	0.3%	$4.30B	27.76M	—	n/c	1
65	RSP Invesco S&P 500 Equal…	0.3%	$4.18B	21.80M	—	n/c	1
66	PG The Procter & Gamble Company	0.3%	$4.13B	28.78M	—	n/c	1
67	IJR iShares Core S&P Small-Cap…	0.3%	$4.04B	33.61M	—	n/c	1
68	CSCO Cisco Systems, Inc.	0.3%	$4.02B	52.15M	—	n/c	1
69	CVX Chevron Corporation	0.3%	$4.01B	26.30M	—	n/c	1
70	MUB iShares National Muni Bond…	0.3%	$4.00B	37.35M	—	n/c	1
71	TJX The TJX Companies, Inc.	0.3%	$3.94B	25.62M	—	n/c	1
72	EFA iShares MSCI EAFE ETF	0.3%	$3.86B	40.22M	—	n/c	1
73	CAT Caterpillar Inc.	0.3%	$3.86B	6.74M	—	n/c	1
74	MCD McDonald's Corporation	0.3%	$3.80B	12.42M	—	n/c	1
75	WELL Welltower Inc.	0.3%	$3.79B	20.40M	—	n/c	1
76	ETN Eaton Corporation plc	0.3%	$3.67B	11.52M	—	n/c	1
77	PANW Palo Alto Networks, Inc.	0.3%	$3.57B	19.38M	—	n/c	1
78	PH Parker-Hannifin Corporation	0.3%	$3.45B	3.93M	—	n/c	1
79	TMO Thermo Fisher Scientific…	0.3%	$3.45B	5.95M	—	n/c	1
80	XLK State Street Technology…	0.2%	$3.41B	23.65M	—	n/c	1
81	VBR Vanguard Morningstar…	0.2%	$3.39B	16.00M	—	n/c	1
82	WT WisdomTree, Inc.	0.2%	$3.23B	53.35M	—	n/c	1
83	UNH UnitedHealth Group…	0.2%	$3.17B	9.62M	—	n/c	1
84	VFH Vanguard Financials ETF	0.2%	$3.15B	23.57M	—	n/c	1
85	VBK Vanguard Morningstar…	0.2%	$3.10B	10.26M	—	n/c	1
86	ORCL Oracle Corporation	0.2%	$3.09B	15.83M	—	n/c	1
87	VGIT Vanguard Intermediate-Term…	0.2%	$3.08B	51.41M	—	n/c	1
88	PGR The Progressive Corporation	0.2%	$3.05B	13.40M	—	n/c	1
89	C Citigroup Inc.	0.2%	$3.05B	26.14M	—	n/c	1
90	MA Mastercard Incorporated	0.2%	$3.05B	5.34M	—	n/c	1
91	PEP PepsiCo, Inc.	0.2%	$3.04B	21.15M	—	n/c	1
92	SCHO Schwab Short-Term U.S.…	0.2%	$2.99B	122.50M	—	n/c	1
93	T AT&T Inc.	0.2%	$2.97B	119.74M	—	n/c	1
94	APH Amphenol Corporation	0.2%	$2.97B	21.96M	—	n/c	1
95	VTWO Vanguard Russell 2000 ETF	0.2%	$2.94B	29.52M	—	n/c	1
96	MRK Merck & Co., Inc.	0.2%	$2.93B	27.85M	—	n/c	1
97	AXP American Express Company	0.2%	$2.90B	7.85M	—	n/c	1
98	MS Morgan Stanley	0.2%	$2.88B	16.24M	—	n/c	1
99	GD General Dynamics Corporation	0.2%	$2.88B	8.55M	—	n/c	1
100	UNP Union Pacific Corporation	0.2%	$2.86B	12.38M	—	n/c	1
101	GILD Gilead Sciences, Inc.	0.2%	$2.84B	23.12M	—	n/c	1
102	VMBS Vanguard Mortgage-Backed…	0.2%	$2.81B	59.77M	—	n/c	1
103	KO The Coca-Cola Company	0.2%	$2.81B	40.18M	—	n/c	1
104	WMB The Williams Companies, Inc.	0.2%	$2.77B	46.05M	—	n/c	1
105	AMD Advanced Micro Devices, Inc.	0.2%	$2.71B	12.65M	—	n/c	1
106	ADI Analog Devices, Inc.	0.2%	$2.63B	9.72M	—	n/c	1
107	USIG iShares Broad USD…	0.2%	$2.62B	50.59M	—	n/c	1
108	NEE NextEra Energy, Inc.	0.2%	$2.62B	32.63M	—	n/c	1
109	PLTR Palantir Technologies Inc.	0.2%	$2.60B	14.64M	—	n/c	1
110	LQD iShares iBoxx $ Investment…	0.2%	$2.51B	22.81M	—	n/c	1
111	ABT Abbott Laboratories	0.2%	$2.48B	19.83M	—	n/c	1
112	PM Philip Morris International…	0.2%	$2.47B	15.38M	—	n/c	1
113	IAU iShares Gold Trust	0.2%	$2.46B	30.27M	—	n/c	1
114	VEU Vanguard FTSE All-World…	0.2%	$2.43B	33.09M	—	n/c	1
115	APP AppLovin Corporation	0.2%	$2.43B	3.61M	—	n/c	1
116	CRM Salesforce, Inc.	0.2%	$2.43B	9.16M	—	n/c	1
117	MU Micron Technology, Inc.	0.2%	$2.42B	8.49M	—	n/c	1
118	AZN AstraZeneca PLC	0.2%	$2.42B	26.36M	—	n/c	1
119	BA The Boeing Company	0.2%	$2.40B	11.13M	—	n/c	1
120	BSX Boston Scientific…	0.2%	$2.39B	25.12M	—	n/c	1
121	OEF iShares S&P 100 ETF	0.2%	$2.39B	6.98M	—	n/c	1
122	SPGI S&P Global Inc.	0.2%	$2.38B	4.55M	—	n/c	1
123	MDT Medtronic plc	0.2%	$2.37B	24.67M	—	n/c	1
124	EMR Emerson Electric Co.	0.2%	$2.34B	17.64M	—	n/c	1
125	COWZ Pacer US Cash Cows 100 ETF	0.2%	$2.33B	38.66M	—	n/c	1
126	VONV Vanguard Russell 1000 Value…	0.2%	$2.31B	25.01M	—	n/c	1
127	JCI Johnson Controls…	0.2%	$2.29B	19.15M	—	n/c	1
128	IVW iShares S&P 500 Growth ETF	0.2%	$2.29B	18.55M	—	n/c	1
129	TIP iShares TIPS Bond ETF	0.2%	$2.26B	20.60M	—	n/c	1
130	LOW Lowe's Companies, Inc.	0.2%	$2.25B	9.32M	—	n/c	1
131	VZ Verizon Communications Inc.	0.2%	$2.19B	53.81M	—	n/c	1
132	HWM Howmet Aerospace Inc.	0.2%	$2.16B	10.55M	—	n/c	1
133	GE GE Aerospace	0.2%	$2.15B	6.97M	—	n/c	1
134	QCOM QUALCOMM Incorporated	0.2%	$2.13B	12.47M	—	n/c	1
135	WDC Western Digital Corporation	0.2%	$2.07B	12.04M	—	n/c	1
136	XEL Xcel Energy Inc.	0.1%	$2.05B	27.80M	—	n/c	1
137	DIS The Walt Disney Company	0.1%	$2.04B	17.94M	—	n/c	1
138	XLE State Street Energy Select…	0.1%	$2.02B	45.16M	—	n/c	1
139	TXN Texas Instruments…	0.1%	$2.01B	11.58M	—	n/c	1
140	ESGU iShares ESG Aware MSCI USA…	0.1%	$1.99B	13.34M	—	n/c	1
141	ISRG Intuitive Surgical, Inc.	0.1%	$1.98B	3.50M	—	n/c	1
142	IVE iShares S&P 500 Value ETF	0.1%	$1.97B	9.28M	—	n/c	1
143	BNY Bank of New York Mellon Corp	0.1%	$1.96B	16.87M	—	n/c	1
144	LRCX Lam Research Corporation	0.1%	$1.93B	11.26M	—	n/c	1
145	TFC Truist Financial Corporation	0.1%	$1.89B	38.41M	—	n/c	1
146	SHOP Shopify Inc.	0.1%	$1.85B	11.48M	—	n/c	1
147	XLI State Street Industrial…	0.1%	$1.84B	11.84M	—	n/c	1
148	IWB iShares Russell 1000 ETF	0.1%	$1.84B	4.91M	—	n/c	1
149	JEPI JPMorgan Equity Premium…	0.1%	$1.82B	31.82M	—	n/c	1
150	XLP State Street Consumer…	0.1%	$1.82B	23.43M	—	n/c	1
151	KLAC KLA Corporation	0.1%	$1.82B	1.50M	—	n/c	1
152	COP ConocoPhillips	0.1%	$1.81B	19.38M	—	n/c	1
153	AMGN Amgen Inc.	0.1%	$1.81B	5.54M	—	n/c	1
154	VYM Vanguard High Dividend…	0.1%	$1.80B	12.53M	—	n/c	1
155	FCX Freeport-McMoRan Inc.	0.1%	$1.79B	35.30M	—	n/c	1
156	BND Vanguard Total Bond Market…	0.1%	$1.77B	23.95M	—	n/c	1
157	HON Honeywell International Inc.	0.1%	$1.77B	9.09M	—	n/c	1
158	AMAT Applied Materials, Inc.	0.1%	$1.77B	6.87M	—	n/c	1
159	ROST Ross Stores, Inc.	0.1%	$1.76B	9.78M	—	n/c	1
160	HPE Hewlett Packard Enterprise…	0.1%	$1.75B	72.54M	—	n/c	1
161	BX Blackstone Inc.	0.1%	$1.72B	11.15M	—	n/c	1
162	ACN Accenture plc	0.1%	$1.71B	6.39M	—	n/c	1
163	HLT Hilton Worldwide Holdings…	0.1%	$1.70B	5.91M	—	n/c	1
164	CSX CSX Corporation	0.1%	$1.69B	46.57M	—	n/c	1
165	DELL Dell Technologies Inc.	0.1%	$1.68B	13.38M	—	n/c	1
166	KMI Kinder Morgan, Inc.	0.1%	$1.68B	61.18M	—	n/c	1
167	EEM iShares MSCI Emerging…	0.1%	$1.66B	30.41M	—	n/c	1
168	ASML ASML Holding N.V.	0.1%	$1.65B	1.54M	—	n/c	1
169	LIN Linde plc	0.1%	$1.63B	3.81M	—	n/c	1
170	PNC The PNC Financial Services…	0.1%	$1.57B	7.51M	—	n/c	1
171	XBI State Street SPDR S&P…	0.1%	$1.56B	12.82M	—	n/c	1
172	COF Capital One Financial…	0.1%	$1.56B	6.45M	—	n/c	1
173	NOC Northrop Grumman Corporation	0.1%	$1.56B	2.74M	—	n/c	1
174	SYK Stryker Corporation	0.1%	$1.56B	4.42M	—	n/c	1
175	UBER Uber Technologies, Inc.	0.1%	$1.53B	18.77M	—	n/c	1
176	JAAA Janus Henderson AAA CLO ETF	0.1%	$1.53B	30.18M	—	n/c	1
177	ETR Entergy Corporation	0.1%	$1.52B	16.50M	—	n/c	1
178	ALL The Allstate Corporation	0.1%	$1.52B	7.32M	—	n/c	1
179	AVEM Avantis Emerging Markets…	0.1%	$1.52B	19.77M	—	n/c	1
180	GLW Corning Inc	0.1%	$1.52B	17.38M	—	n/c	1
181	DHR Danaher Corporation	0.1%	$1.51B	6.60M	—	n/c	1
182	ADP Automatic Data Processing…	0.1%	$1.51B	5.87M	—	n/c	1
183	SCHW The Charles Schwab…	0.1%	$1.51B	15.09M	—	n/c	1
184	VXUS Vanguard Total…	0.1%	$1.50B	19.94M	—	n/c	1
185	BIL State Street SPDR Bloomberg…	0.1%	$1.50B	16.43M	—	n/c	1
186	VRT Vertiv Holdings Co	0.1%	$1.50B	9.23M	—	n/c	1
187	CB Chubb Limited	0.1%	$1.49B	4.76M	—	n/c	1
188	SPG Simon Property Group, Inc.	0.1%	$1.48B	8.01M	—	n/c	1
189	MLM Martin Marietta Materials…	0.1%	$1.48B	2.38M	—	n/c	1
190	NOW ServiceNow, Inc.	0.1%	$1.48B	9.66M	—	n/c	1
191	LMT Lockheed Martin Corporation	0.1%	$1.45B	2.99M	—	n/c	1
192	IWN iShares Russell 2000 Value…	0.1%	$1.43B	7.88M	—	n/c	1
193	GEV GE Vernova Inc.	0.1%	$1.41B	2.16M	—	n/c	1
194	PCAR PACCAR Inc	0.1%	$1.40B	12.79M	—	n/c	1
195	TEL TE Connectivity plc	0.1%	$1.40B	6.15M	—	n/c	1
196	PLD Prologis, Inc.	0.1%	$1.39B	10.86M	—	n/c	1
197	DLR Digital Realty Trust, Inc.	0.1%	$1.38B	8.94M	—	n/c	1
198	PWR Quanta Services, Inc.	0.1%	$1.38B	3.27M	—	n/c	1
199	PEG Public Service Enterprise…	0.1%	$1.38B	17.13M	—	n/c	1
200	DGRO iShares Core Dividend…	0.1%	$1.37B	19.76M	—	n/c	1
201	SYF Synchrony Financial	0.1%	$1.35B	16.16M	—	n/c	1
202	IWO iShares Russell 2000 Growth…	0.1%	$1.34B	4.15M	—	n/c	1
203	VRTX Vertex Pharmaceuticals…	0.1%	$1.33B	2.94M	—	n/c	1
204	COR Cencora, Inc.	0.1%	$1.31B	3.87M	—	n/c	1
205	IEF iShares 7-10 Year Treasury…	0.1%	$1.30B	13.49M	—	n/c	1
206	DE Deere & Company	0.1%	$1.29B	2.77M	—	n/c	1
207	SCHD Schwab U.S. Dividend Equity…	0.1%	$1.29B	46.95M	—	n/c	1
208	INTU Intuit Inc.	0.1%	$1.28B	1.94M	—	n/c	1
209	KKR KKR & Co. Inc.	0.1%	$1.28B	10.04M	—	n/c	1
210	MDY State Street SPDR S&P…	0.1%	$1.28B	2.12M	—	n/c	1
211	QUAL iShares MSCI USA Quality…	0.1%	$1.27B	6.38M	—	n/c	1
212	RACE Ferrari N.V.	0.1%	$1.24B	3.35M	—	n/c	1
213	MCK McKesson Corporation	0.1%	$1.23B	1.50M	—	n/c	1
214	MDLZ Mondelez International, Inc.	0.1%	$1.23B	22.88M	—	n/c	1
215	USMV iShares MSCI USA Min Vol…	0.1%	$1.23B	13.02M	—	n/c	1
216	SBUX Starbucks Corporation	0.1%	$1.22B	14.46M	—	n/c	1
217	USHY iShares Broad USD High…	0.1%	$1.22B	32.52M	—	n/c	1
218	PFE Pfizer Inc.	0.1%	$1.21B	48.78M	—	n/c	1
219	PZA Invesco National AMT-Free…	0.1%	$1.21B	52.19M	—	n/c	1
220	PPA Invesco Aerospace & Defense…	0.1%	$1.21B	7.72M	—	n/c	1
221	IQLT iShares MSCI Intl Quality…	0.1%	$1.20B	26.35M	—	n/c	1
222	TTE TotalEnergies SE	0.1%	$1.19B	18.22M	—	n/c	1
223	STX Seagate Technology Holdings…	0.1%	$1.18B	4.28M	—	n/c	1
224	PAVE Global X - U.S.…	0.1%	$1.18B	24.60M	—	n/c	1
225	VIS Vanguard Industrials ETF	0.1%	$1.17B	3.91M	—	n/c	1
226	SPOT Spotify Technology S.A.	0.1%	$1.16B	2.00M	—	n/c	1
227	DVY iShares Select Dividend ETF	0.1%	$1.15B	8.17M	—	n/c	1
228	XLU State Street Utilities…	0.1%	$1.15B	26.99M	—	n/c	1
229	CRWD CrowdStrike Holdings, Inc.	0.1%	$1.14B	2.43M	—	n/c	1
230	SPHY State Street SPDR Portfolio…	0.1%	$1.11B	46.94M	—	n/c	1
231	CMCSA Comcast Corporation	0.1%	$1.11B	37.08M	—	n/c	1
232	IBB iShares Biotechnology ETF	0.1%	$1.11B	6.55M	—	n/c	1
233	CIBR First Trust Nasdaq…	0.1%	$1.10B	15.46M	—	n/c	1
234	PVAL Putnam Focused Large Cap…	0.1%	$1.10B	24.21M	—	n/c	1
235	SGOV iShares 0-3 Month Treasury…	0.1%	$1.08B	10.75M	—	n/c	1
236	DIA State Street SPDR Dow Jones…	0.1%	$1.06B	2.21M	—	n/c	1
237	ADBE Adobe Inc.	0.1%	$1.04B	2.97M	—	n/c	1
238	KBWB Invesco KBW Bank ETF	0.1%	$1.04B	12.33M	—	n/c	1
239	TRV The Travelers Companies…	0.1%	$1.04B	3.57M	—	n/c	1
240	DUK Duke Energy Corporation	0.1%	$1.02B	8.74M	—	n/c	1
241	MRSH Marsh & McLennan Companies…	0.1%	$1.02B	5.52M	—	n/c	1
242	ICE Intercontinental Exchange…	0.1%	$1.02B	6.31M	—	n/c	1
243	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$1.02B	10.73M	—	n/c	1
244	SDY State Street SPDR S&P…	0.1%	$1.01B	7.28M	—	n/c	1
245	SHY iShares 1-3 Year Treasury…	0.1%	$1.01B	12.20M	—	n/c	1
246	CEG Constellation Energy…	0.1%	$1.01B	2.86M	—	n/c	1
247	O Realty Income Corporation	0.1%	$994.41M	17.64M	—	n/c	1
248	SHM State Street SPDR Nuveen…	0.1%	$985.30M	20.53M	—	n/c	1
249	MRVL Marvell Technology, Inc.	0.1%	$973.95M	11.46M	—	n/c	1
250	EMXC iShares MSCI Emerging…	0.1%	$971.55M	13.37M	—	n/c	1
251	IWP iShares Russell Mid-Cap…	0.1%	$971.20M	7.09M	—	n/c	1
252	APD Air Products and Chemicals…	0.1%	$960.25M	3.89M	—	n/c	1
253	ITOT iShares Core S&P Total U.S.…	0.1%	$954.19M	6.42M	—	n/c	1
254	MNST Monster Beverage Corporation	0.1%	$953.26M	12.43M	—	n/c	1
255	EAGG iShares ESG Aware U.S.…	0.1%	$943.67M	19.72M	—	n/c	1
256	NSC Norfolk Southern Corporation	0.1%	$932.20M	3.23M	—	n/c	1
257	INTC Intel Corp.	0.1%	$930.73M	25.22M	—	n/c	1
258	LYV Live Nation Entertainment…	0.1%	$928.35M	6.51M	—	n/c	1
259	AEM Agnico Eagle Mines Limited	0.1%	$928.08M	5.47M	—	n/c	1
260	MO Altria Group, Inc.	0.1%	$918.12M	15.92M	—	n/c	1
261	ORLY O'Reilly Automotive, Inc.	0.1%	$916.92M	10.05M	—	n/c	1
262	VNQ Vanguard Real Estate ETF	0.1%	$913.94M	10.33M	—	n/c	1
263	NKE NIKE, Inc.	0.1%	$910.66M	14.29M	—	n/c	1
264	NXPI NXP Semiconductors N.V.	0.1%	$909.86M	4.19M	—	n/c	1
265	HYG iShares iBoxx $ High Yield…	0.1%	$896.97M	11.12M	—	n/c	1
266	FI Fiserv, Inc.	0.1%	$896.89M	13.35M	—	n/c	1
267	REGN Regeneron Pharmaceuticals…	0.1%	$893.38M	1.16M	—	n/c	1
268	HYD VanEck High Yield Muni ETF	0.1%	$893.07M	17.47M	—	n/c	1
269	PYPL PayPal Holdings, Inc.	0.1%	$890.79M	15.26M	—	n/c	1
270	SUB iShares Short-Term National…	0.1%	$888.42M	8.33M	—	n/c	1
271	PGX Invesco Preferred ETF	0.1%	$881.77M	78.45M	—	n/c	1
272	VV Vanguard Morningstar…	0.1%	$877.52M	2.79M	—	n/c	1
273	MMM 3M Company	0.1%	$865.79M	5.41M	—	n/c	1
274	FER.MC Ferrovial SE	0.1%	$854.89M	13.23M	—	n/c	1
275	AIRR First Trust RBA American…	0.1%	$852.58M	8.67M	—	n/c	1
276	MGK Vanguard Morningstar Mega…	0.1%	$849.80M	2.06M	—	n/c	1
277	HYLB Xtrackers USD High Yield…	0.1%	$844.57M	22.93M	—	n/c	1
278	NDAQ Nasdaq, Inc.	0.1%	$844.20M	8.69M	—	n/c	1
279	JMBS Janus Henderson…	0.1%	$837.41M	18.33M	—	n/c	1
280	CMI Cummins Inc.	0.1%	$835.17M	1.64M	—	n/c	1
281	VDC Vanguard Consumer Staples…	0.1%	$826.33M	3.91M	—	n/c	1
282	BABA Alibaba Group Holding…	0.1%	$821.43M	5.60M	—	n/c	1
283	JPST JPMorgan Ultra-Short Income…	0.1%	$818.31M	16.18M	—	n/c	1
284	BMY Bristol-Myers Squibb Company	0.1%	$812.30M	15.11M	—	n/c	1
285	WDAY Workday, Inc.	0.1%	$809.02M	3.77M	—	n/c	1
286	D Dominion Energy, Inc.	0.1%	$806.51M	13.77M	—	n/c	1
287	CI Cigna Corporation	0.1%	$805.16M	2.93M	—	n/c	1
288	XLRE State Street Real Estate…	0.1%	$801.12M	19.85M	—	n/c	1
289	EEMV iShares MSCI Emerging…	0.1%	$797.06M	12.45M	—	n/c	1
290	SRE Sempra	0.1%	$789.59M	8.94M	—	n/c	1
291	USB U.S. Bancorp	0.1%	$789.58M	14.80M	—	n/c	1
292	IEI iShares 3-7 Year Treasury…	0.1%	$789.47M	6.61M	—	n/c	1
293	CME CME Group Inc.	0.1%	$789.03M	2.89M	—	n/c	1
294	WEC WEC Energy Group, Inc.	0.1%	$783.72M	7.43M	—	n/c	1
295	WM Waste Management, Inc.	0.1%	$783.54M	3.57M	—	n/c	1
296	UPS United Parcel Service, Inc.	0.1%	$782.76M	7.89M	—	n/c	1
297	TPG TPG Inc.	0.1%	$778.03M	12.19M	—	n/c	1
298	ANET Arista Networks, Inc.	0.1%	$777.15M	5.93M	—	n/c	1
299	SOXX iShares Semiconductor ETF	0.1%	$776.11M	2.58M	—	n/c	1
300	HOOD Robinhood Markets, Inc.	0.1%	$774.56M	6.85M	—	n/c	1
301	ELV Elevance Health Inc.	0.1%	$773.71M	2.21M	—	n/c	1
302	ADSK Autodesk, Inc.	0.1%	$773.42M	2.61M	—	n/c	1
303	BSV Vanguard Short-Term Bond ETF	0.1%	$772.21M	9.80M	—	n/c	1
304	MCHP Microchip Technology…	0.1%	$771.96M	12.12M	—	n/c	1
305	ITM VanEck Intermediate Muni ETF	0.1%	$770.91M	16.35M	—	n/c	1
306	TLH iShares 10-20 Year Treasury…	0.1%	$765.95M	7.53M	—	n/c	1
307	VICI VICI Properties Inc.	0.1%	$765.27M	27.21M	—	n/c	1
308	EMB iShares J.P. Morgan USD…	0.1%	$759.37M	7.89M	—	n/c	1
309	CVS CVS Health Corp.	0.1%	$747.54M	9.42M	—	n/c	1
310	JMTG JPMorgan Mortgage-Backed…	0.1%	$745.30M	14.60M	—	n/c	1
311	PFG Principal Financial Group…	0.1%	$740.89M	8.40M	—	n/c	1
312	JEPQ JPMorgan Nasdaq Equity…	0.1%	$740.76M	12.75M	—	n/c	1
313	VLO Valero Energy Corporation	0.1%	$735.21M	4.52M	—	n/c	1
314	FITB Fifth Third Bancorp	0.1%	$733.07M	15.66M	—	n/c	1
315	TT Trane Technologies plc	0.1%	$732.35M	1.88M	—	n/c	1
316	CGDV Capital Group Dividend…	0.1%	$730.84M	16.75M	—	n/c	1
317	RH Rh	0.1%	$728.86M	5.80M	—	n/c	1
318	ARES Ares Management Corporation	0.1%	$727.73M	4.50M	—	n/c	1
319	ITW Illinois Tool Works Inc.	0.1%	$722.33M	2.93M	—	n/c	1
320	DYNF iShares U.S. Equity Factor…	0.1%	$718.54M	11.82M	—	n/c	1
321	IYW iShares U.S. Technology ETF	0.1%	$711.38M	3.56M	—	n/c	1
322	BKNG Booking Holdings Inc.	0.1%	$711.09M	132.78K	—	n/c	1
323	NU Nu Holdings Ltd.	0.1%	$708.27M	42.31M	—	n/c	1
324	PFF iShares Preferred and…	0.1%	$701.67M	22.66M	—	n/c	1
325	GM General Motors Company	0.1%	$701.35M	8.62M	—	n/c	1
326	SO The Southern Company	0.1%	$696.59M	7.99M	—	n/c	1
327	IXUS iShares Core MSCI Total…	0.1%	$695.73M	8.22M	—	n/c	1
328	CCJ Cameco Corporation	0.1%	$693.07M	7.58M	—	n/c	1
329	AMT American Tower Corporation	0.1%	$692.58M	3.94M	—	n/c	1
330	EFV iShares MSCI EAFE Value ETF	0.1%	$685.95M	9.61M	—	n/c	1
331	AEP American Electric Power…	0.1%	$681.35M	5.91M	—	n/c	1
332	NEM Newmont Corporation	0.0%	$679.15M	6.80M	—	n/c	1
333	SLV iShares Silver Trust	0.0%	$677.56M	10.52M	—	n/c	1
334	CAH Cardinal Health, Inc.	0.0%	$675.83M	3.29M	—	n/c	1
335	NEU NewMarket Corporation	0.0%	$665.88M	968.89K	—	n/c	1
336	DASH DoorDash, Inc.	0.0%	$659.78M	2.91M	—	n/c	1
337	GLDM SPDR Gold MiniShares Trust	0.0%	$653.90M	7.66M	—	n/c	1
338	VMC Vulcan Materials Company	0.0%	$651.88M	2.29M	—	n/c	1
339	TMUS T-Mobile US, Inc.	0.0%	$649.54M	3.20M	—	n/c	1
340	SNOW Snowflake Inc.	0.0%	$642.44M	2.93M	—	n/c	1
341	GDX VanEck Gold Miners ETF	0.0%	$642.12M	7.49M	—	n/c	1
342	MAR Marriott International, Inc.	0.0%	$642.08M	2.07M	—	n/c	1
343	FLTR.L Flutter Entertainment plc	0.0%	$641.77M	2.98M	—	n/c	1
344	MGV Vanguard Morningstar Mega…	0.0%	$638.27M	4.52M	—	n/c	1
345	FBND Fidelity Total Bond ETF	0.0%	$636.97M	13.84M	—	n/c	1
346	ATO Atmos Energy Corporation	0.0%	$634.06M	3.78M	—	n/c	1
347	DKS DICK'S Sporting Goods, Inc.	0.0%	$633.06M	3.20M	—	n/c	1
348	NVS Novartis AG	0.0%	$627.17M	4.55M	—	n/c	1
349	MOAT VanEck Morningstar Wide…	0.0%	$625.85M	6.04M	—	n/c	1
350	ITA iShares U.S. Aerospace &…	0.0%	$621.14M	2.89M	—	n/c	1
351	ESGE iShares ESG Aware MSCI EM…	0.0%	$619.91M	14.03M	—	n/c	1
352	VGSH Vanguard Short-Term…	0.0%	$611.08M	10.40M	—	n/c	1
353	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$606.31M	12.06M	—	n/c	1
354	NVO Novo Nordisk A/S	0.0%	$603.85M	11.87M	—	n/c	1
355	PAYX Paychex, Inc.	0.0%	$600.30M	5.35M	—	n/c	1
356	IWS iShares Russell Mid-Cap…	0.0%	$597.50M	4.24M	—	n/c	1
357	WCN Waste Connections, Inc.	0.0%	$590.77M	3.37M	—	n/c	1
358	TPR Tapestry, Inc.	0.0%	$589.35M	4.61M	—	n/c	1
359	VCR Vanguard Consumer…	0.0%	$589.14M	1.50M	—	n/c	1
360	ECL Ecolab Inc.	0.0%	$587.19M	2.24M	—	n/c	1
361	VOT Vanguard Morningstar…	0.0%	$586.99M	2.10M	—	n/c	1
362	IWY iShares Russell Top 200…	0.0%	$586.14M	2.12M	—	n/c	1
363	MSTR Strategy Inc	0.0%	$584.75M	3.85M	—	n/c	1
364	FAST Fastenal Company	0.0%	$583.82M	14.55M	—	n/c	1
365	ANGL VanEck Fallen Angel High…	0.0%	$583.02M	19.85M	—	n/c	1
366	SHEL Shell plc	0.0%	$575.42M	7.83M	—	n/c	1
367	YUM Yum! Brands, Inc.	0.0%	$572.61M	3.79M	—	n/c	1
368	CGGR Capital Group Growth ETF	0.0%	$572.47M	12.87M	—	n/c	1
369	PULS PGIM Ultra Short Bond ETF	0.0%	$572.43M	11.54M	—	n/c	1
370	VFLO VictoryShares Free Cash…	0.0%	$570.15M	14.48M	—	n/c	1
371	NULV Nuveen ESG Large-Cap Value	0.0%	$570.10M	12.65M	—	n/c	1
372	URI United Rentals, Inc.	0.0%	$568.96M	703.01K	—	n/c	1
373	ZTS Zoetis Inc.	0.0%	$566.74M	4.50M	—	n/c	1
374	CBRE CBRE Group, Inc.	0.0%	$564.68M	3.51M	—	n/c	1
375	DOV Dover Corporation	0.0%	$558.58M	2.86M	—	n/c	1
376	ITB iShares U.S. Home…	0.0%	$556.60M	5.78M	—	n/c	1
377	BRK-A Berkshire Hathaway Inc.	0.0%	$555.53M	736	—	n/c	1
378	VOE Vanguard Morningstar…	0.0%	$553.76M	3.12M	—	n/c	1
379	FDX FedEx Corporation	0.0%	$550.55M	1.91M	—	n/c	1
380	HDV iShares Core High Dividend…	0.0%	$549.26M	4.52M	—	n/c	1
381	BINC iShares Flexible Income…	0.0%	$548.05M	10.39M	—	n/c	1
382	BDX Becton, Dickinson and…	0.0%	$545.98M	2.81M	—	n/c	1
383	IGV iShares Expanded…	0.0%	$544.67M	5.15M	—	n/c	1
384	EQIX Equinix, Inc.	0.0%	$539.51M	704.18K	—	n/c	1
385	VST Vistra Corp.	0.0%	$536.16M	3.32M	—	n/c	1
386	MELI MercadoLibre, Inc.	0.0%	$532.96M	264.59K	—	n/c	1
387	IFRA iShares U.S. Infrastructure…	0.0%	$531.44M	10.10M	—	n/c	1
388	BAC Bank of America Corporation	0.0%	$530.48M	9.65M	—	n/c	1
389	LNG Cheniere Energy, Inc.	0.0%	$528.04M	2.72M	—	n/c	1
390	CALF Pacer US Small Cap Cash…	0.0%	$526.39M	11.86M	—	n/c	1
391	EWY iShares MSCI South Korea ETF	0.0%	$524.58M	5.40M	—	n/c	1
392	IDV iShares International…	0.0%	$524.42M	13.29M	—	n/c	1
393	GPN Global Payments Inc.	0.0%	$522.69M	6.75M	—	n/c	1
394	FXI iShares China Large-Cap ETF	0.0%	$521.58M	13.62M	—	n/c	1
395	BN Brookfield Corporation	0.0%	$521.11M	11.36M	—	n/c	1
396	KMB Kimberly-Clark Corporation	0.0%	$520.48M	5.16M	—	n/c	1
397	BIV Vanguard Intermediate-Term…	0.0%	$517.31M	6.64M	—	n/c	1
398	COIN Coinbase Global, Inc.	0.0%	$517.13M	2.29M	—	n/c	1
399	HIG The Hartford Insurance…	0.0%	$517.00M	3.75M	—	n/c	1
400	PRF Invesco RAFI US 1000 ETF	0.0%	$516.60M	11.01M	—	n/c	1
401	AIG American International…	0.0%	$510.48M	5.97M	—	n/c	1
402	XOP State Street SPDR S&P Oil &…	0.0%	$510.45M	4.04M	—	n/c	1
403	GWW W.W. Grainger, Inc.	0.0%	$509.81M	505.24K	—	n/c	1
404	CIEN Ciena Corporation	0.0%	$506.20M	2.16M	—	n/c	1
405	FUTY Fidelity MSCI Utilities…	0.0%	$502.12M	9.09M	—	n/c	1
406	RDVY First Trust Rising Dividend…	0.0%	$501.94M	7.23M	—	n/c	1
407	VYMI Vanguard International High…	0.0%	$501.92M	5.58M	—	n/c	1
408	DG Dollar General Corporation	0.0%	$498.69M	3.76M	—	n/c	1
409	MPWR Monolithic Power Systems…	0.0%	$498.11M	549.58K	—	n/c	1
410	UBS UBS Group AG	0.0%	$495.90M	10.71M	—	n/c	1
411	SCHA Schwab U.S. Small-Cap ETF	0.0%	$493.10M	17.31M	—	n/c	1
412	APO Apollo Global Management…	0.0%	$491.38M	3.39M	—	n/c	1
413	IGM iShares Expanded Tech…	0.0%	$489.55M	3.79M	—	n/c	1
414	PCY Invesco Emerging Markets…	0.0%	$489.41M	22.60M	—	n/c	1
415	EZU iShares MSCI Eurozone ETF	0.0%	$487.27M	7.60M	—	n/c	1
416	SNPS Synopsys, Inc.	0.0%	$486.07M	1.03M	—	n/c	1
417	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$485.92M	7.24M	—	n/c	1
418	PYLD PIMCO Multisector Bond…	0.0%	$485.35M	18.19M	—	n/c	1
419	CDNS Cadence Design Systems, Inc.	0.0%	$485.25M	1.55M	—	n/c	1
420	NOBL ProShares - S&P 500…	0.0%	$484.62M	4.66M	—	n/c	1
421	BBAX JPMorgan BetaBuilders…	0.0%	$484.56M	8.61M	—	n/c	1
422	ET Energy Transfer LP	0.0%	$483.15M	29.30M	—	n/c	1
423	AON Aon plc	0.0%	$480.12M	1.36M	—	n/c	1
424	ROK Rockwell Automation, Inc.	0.0%	$477.85M	1.23M	—	n/c	1
425	TGT Target Corporation	0.0%	$477.34M	4.88M	—	n/c	1
426	PPL PPL Corporation	0.0%	$474.55M	13.55M	—	n/c	1
427	TTWO Take-Two Interactive…	0.0%	$474.52M	1.85M	—	n/c	1
428	SHLD Global X - Defense Tech ETF	0.0%	$473.86M	7.31M	—	n/c	1
429	SPLV Invesco S&P 500 Low…	0.0%	$472.77M	6.62M	—	n/c	1
430	FTEC Fidelity MSCI Information…	0.0%	$465.86M	2.07M	—	n/c	1
431	VHT Vanguard Health Care ETF	0.0%	$463.29M	1.61M	—	n/c	1
432	DFAS Dimensional - US Small Cap…	0.0%	$462.04M	6.63M	—	n/c	1
433	LHX L3Harris Technologies, Inc.	0.0%	$460.15M	1.57M	—	n/c	1
434	MPLX MPLX Lp	0.0%	$455.30M	8.53M	—	n/c	1
435	TRGP Targa Resources Corp.	0.0%	$454.50M	2.46M	—	n/c	1
436	EOG EOG Resources, Inc.	0.0%	$453.05M	4.31M	—	n/c	1
437	DB Deutsche Bank AG	0.0%	$451.19M	11.70M	—	n/c	1
438	NET Cloudflare, Inc.	0.0%	$450.56M	2.29M	—	n/c	1
439	FLOT iShares Floating Rate Bond…	0.0%	$450.12M	8.85M	—	n/c	1
440	VT Vanguard Total World Stock…	0.0%	$447.54M	3.17M	—	n/c	1
441	MET MetLife, Inc.	0.0%	$447.29M	5.67M	—	n/c	1
442	CL Colgate-Palmolive Company	0.0%	$446.58M	5.65M	—	n/c	1
443	WPM Wheaton Precious Metals…	0.0%	$442.47M	3.77M	—	n/c	1
444	EWJ iShares MSCI Japan ETF	0.0%	$441.91M	5.47M	—	n/c	1
445	SRLN State Street Blackstone…	0.0%	$439.33M	10.65M	—	n/c	1
446	XLB State Street Materials…	0.0%	$438.20M	9.66M	—	n/c	1
447	SPYV State Street SPDR Portfolio…	0.0%	$435.52M	7.67M	—	n/c	1
448	TD The Toronto-Dominion Bank	0.0%	$434.18M	4.61M	—	n/c	1
449	ALB Albemarle Corporation	0.0%	$433.96M	3.15M	—	n/c	1
450	CYBR CyberArk Software Ltd.	0.0%	$433.72M	972.33K	—	n/c	1
451	AZO AutoZone, Inc.	0.0%	$431.62M	127.27K	—	n/c	1
452	SYY Sysco Corporation	0.0%	$431.12M	5.85M	—	n/c	1
453	IBKR Interactive Brokers Group…	0.0%	$428.86M	6.67M	—	n/c	1
454	SPYG State Street SPDR Portfolio…	0.0%	$428.75M	4.02M	—	n/c	1
455	CCI Crown Castle Inc.	0.0%	$428.00M	4.82M	—	n/c	1
456	SAP SAP SE	0.0%	$423.18M	1.74M	—	n/c	1
457	DHI D.R. Horton, Inc.	0.0%	$419.76M	2.91M	—	n/c	1
458	FLJP Franklin FTSE Japan ETF	0.0%	$419.62M	12.18M	—	n/c	1
459	AIQ Global X - Artificial…	0.0%	$419.12M	8.24M	—	n/c	1
460	OWL Blue Owl Capital Inc.	0.0%	$419.02M	30.09M	—	n/c	1
461	B Barrick Mining Corporation	0.0%	$417.43M	9.58M	—	n/c	1
462	MPC Marathon Petroleum…	0.0%	$415.51M	2.55M	—	n/c	1
463	IGSB iShares 1-5 Year Investment…	0.0%	$414.76M	7.84M	—	n/c	1
464	SPTI State Street SPDR Portfolio…	0.0%	$414.60M	14.38M	—	n/c	1
465	SNY Sanofi	0.0%	$414.04M	8.54M	—	n/c	1
466	RSG Republic Services, Inc.	0.0%	$412.49M	1.95M	—	n/c	1
467	BTI British American Tobacco…	0.0%	$410.06M	7.24M	—	n/c	1
468	DRI Darden Restaurants, Inc.	0.0%	$408.72M	2.22M	—	n/c	1
469	EPD Enterprise Products…	0.0%	$408.09M	12.73M	—	n/c	1
470	MCO Moody's Corporation	0.0%	$404.98M	792.75K	—	n/c	1
471	AMLP Alerian MLP ETF	0.0%	$403.06M	8.57M	—	n/c	1
472	ENB Enbridge Inc.	0.0%	$401.53M	8.39M	—	n/c	1
473	VGLT Vanguard Long-Term Treasury…	0.0%	$399.99M	7.17M	—	n/c	1
474	SONY Sony Group Corporation	0.0%	$398.82M	15.58M	—	n/c	1
475	EFG iShares MSCI EAFE Growth ETF	0.0%	$397.29M	3.49M	—	n/c	1
476	SPTS State Street SPDR Portfolio…	0.0%	$395.20M	13.50M	—	n/c	1
477	SPMO Invesco S&P 500 Momentum ETF	0.0%	$394.79M	3.31M	—	n/c	1
478	MSI Motorola Solutions, Inc.	0.0%	$394.37M	1.03M	—	n/c	1
479	VXF Vanguard Extended Market ETF	0.0%	$393.96M	1.88M	—	n/c	1
480	GSLC Goldman Sachs ActiveBeta…	0.0%	$393.85M	2.98M	—	n/c	1
481	EXPD Expeditors International of…	0.0%	$393.64M	2.64M	—	n/c	1
482	WBD Warner Bros. Discovery, Inc.	0.0%	$392.99M	13.64M	—	n/c	1
483	SCHP Schwab US TIPS ETF	0.0%	$392.06M	14.80M	—	n/c	1
484	HPQ HP Inc.	0.0%	$391.65M	17.58M	—	n/c	1
485	MGC Vanguard Morningstar Mega…	0.0%	$390.80M	1.56M	—	n/c	1
486	SNDK Sandisk Corporation	0.0%	$390.52M	1.65M	—	n/c	1
487	AJG Arthur J. Gallagher & Co.	0.0%	$390.28M	1.51M	—	n/c	1
488	TDG TransDigm Group Incorporated	0.0%	$388.75M	292.32K	—	n/c	1
489	SU Suncor Energy Inc.	0.0%	$385.22M	8.68M	—	n/c	1
490	EQNR Equinor ASA	0.0%	$384.88M	16.29M	—	n/c	1
491	OKE ONEOK, Inc.	0.0%	$384.57M	5.23M	—	n/c	1
492	AXON Axon Enterprise, Inc.	0.0%	$379.48M	668.18K	—	n/c	1
493	PSX Phillips 66	0.0%	$378.84M	2.94M	—	n/c	1
494	NGG National Grid plc	0.0%	$378.23M	4.89M	—	n/c	1
495	VOOV Vanguard S&P 500 Value ETF	0.0%	$377.06M	1.84M	—	n/c	1
496	UL Unilever PLC	0.0%	$374.35M	5.72M	—	n/c	1
497	CWI State Street SPDR MSCI ACWI…	0.0%	$371.47M	10.34M	—	n/c	1
498	SPHQ Invesco S&P 500 Quality ETF	0.0%	$369.89M	4.93M	—	n/c	1
499	IJS iShares S&P Small-Cap 600…	0.0%	$368.77M	3.24M	—	n/c	1
500	CTVA Corteva, Inc.	0.0%	$368.72M	5.50M	—	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

68540–1 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	5248	60.4%	0.8654	对比 ⇄
Morgan Stanley	5380	66.2%	0.8464	对比 ⇄
Rockefeller Capital Management L.P.	4196	70.6%	0.8401	对比 ⇄
Wells Fargo & Company/Mn	5158	75.4%	0.8118	对比 ⇄
Fifth Third Bancorp	3856	65.9%	0.7945	对比 ⇄
Goldman Sachs Group	4413	68.1%	0.7876	对比 ⇄
Osaic Holdings, Inc.	5188	66.3%	0.7786	对比 ⇄
Ameriprise Financial Inc	3777	67.1%	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 持仓条目数 · 查看 SEC 原始申报文件 ↗

May 18 2026 13F-HR · 期间 Q1 2026

$1.37T · 17,872 持仓条目数 · 查看 SEC 原始申报文件 ↗

Feb 17 2026 13F-HR · 期间 Q4 2025

$1.37T · 28,105 持仓条目数 · 查看 SEC 原始申报文件 ↗

Feb 03 2026 13F-HR/A · 期间 Q3 2025

$1.47T · 29,308 持仓条目数 · 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 持仓条目数 · 查看 SEC 原始申报文件 ↗

Aug 14 2025 13F-HR · 期间 Q2 2025

$1.37T · 28,404 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 Aug 14, 2026 · 变动方法论

☆ Bank Of America Corp /De/

Bank Of America Corp /De/