Hồ sơ lưu nhà quản lý · quý lưu trữ

Bank Of America Corp /De/

Charlotte, NC · CIK 70858 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$1.37TGiá trị 13F được báo cáo

17,872Vị thế

17.3%Tỷ trọng top 10

176.10Danh mục nắm giữ hiệu lực

7.5%Doanh thu ước tính

+104Mới

−1493Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế long có thể báo cáo tại Mỹ, không bao gồm tiền mặt, trái phiếu, vị thế short hay tài sản ngoài Mỹ. Đây không phải là tài sản đang quản lý.

Giá trị được báo cáo theo quý Q4 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 51.8% (+0.3pp)

Công nghệ 15.3% (-1.5pp)

Công nghiệp 6.0% (+0.5pp)

Chăm sóc sức khỏe 5.9% (-0.2pp)

Hàng tiêu dùng chu kỳ 5.1% (-0.4pp)

Dịch vụ Truyền thông 4.7% (-0.1pp)

Năng lượng 3.2% (+0.6pp)

Hàng tiêu dùng thiết yếu 3.1% (+0.3pp)

Tiện ích 1.7% (+0.2pp)

Vật liệu Cơ bản 1.7% (+0.2pp)

Bất động sản 1.5% (+0.1pp)

Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.

Danh mục đầu tư · Q1 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	NVDA NVIDIA Corporation	2.4%	$33.35B	191.20M	+2.1%	▲ Add	2
2	AAPL Apple Inc.	2.2%	$30.64B	120.73M	-2.3%	▼ Trim	2
3	MSFT Microsoft Corporation	1.9%	$26.20B	70.77M	-3.2%	▼ Trim	2
4	VTV Vanguard Morningstar Value…	1.9%	$25.84B	131.68M	-3.3%	▼ Trim	2
5	VUG Vanguard Morningstar Growth…	1.7%	$23.87B	54.65M	+14.1%	▲ Add	2
6	SPY State Street SPDR S&P 500…	1.5%	$20.99B	32.28M	+4.8%	▲ Add	2
7	GOOGL Alphabet Inc.	1.4%	$19.78B	68.77M	-0.5%	▼ Trim	2
8	JPM JPMorgan Chase & Co.	1.4%	$19.31B	65.66M	+15.8%	▲ Add	2
9	IEFA iShares Core MSCI EAFE ETF	1.3%	$18.39B	203.09M	-10.8%	▼ Trim	2
10	AVGO Broadcom Inc.	1.3%	$18.18B	58.74M	+1.6%	▲ Add	2
11	AMZN Amazon.com, Inc.	1.3%	$17.53B	84.18M	0.0%	▲ Add	2
12	VOO Vanguard S&P 500 ETF	1.2%	$16.40B	27.44M	+1.3%	▲ Add	2
13	IEMG iShares Core MSCI Emerging…	1.1%	$15.34B	219.87M	+26.9%	▲ Add	2
14	IVV iShares Core S&P 500 ETF	1.0%	$13.12B	20.08M	-7.5%	▼ Trim	2
15	VEA Vanguard FTSE Developed…	0.9%	$12.73B	198.68M	-3.4%	▼ Trim	2
16	META Meta Platforms, Inc.	0.9%	$12.04B	21.04M	+14.6%	▲ Add	2
17	IWF iShares Russell 1000 Growth…	0.9%	$11.80B	27.67M	-1.3%	▼ Trim	2
18	XONA.DE Exxon Mobil Corporation	0.8%	$11.62B	68.48M	-8.9%	▼ Trim	2
19	GOVT iShares U.S. Treasury Bond…	0.8%	$10.88B	474.77M	+20.3%	▲ Add	2
20	VGT Vanguard Information…	0.8%	$10.54B	15.11M	+1.6%	▲ Add	2
21	IWM iShares Russell 2000 ETF	0.8%	$10.32B	41.60M	-4.9%	▼ Trim	2
22	LLY Eli Lilly and Company	0.7%	$10.23B	11.13M	+0.2%	▲ Add	2
23	QQQ Invesco QQQ Trust, Series 1	0.7%	$9.96B	17.25M	-11.7%	▼ Trim	2
24	IWD iShares Russell 1000 Value…	0.7%	$9.86B	46.14M	-11.7%	▼ Trim	2
25	VCIT Vanguard Intermediate-Term…	0.7%	$9.80B	118.46M	+39.6%	▲ Add	2
26	GOOG Alphabet Inc.	0.7%	$9.27B	32.32M	-0.7%	▼ Trim	2
27	IUSV iShares Core S&P U.S. Value…	0.6%	$8.53B	83.37M	0.0%	▼ Trim	2
28	VONG Vanguard Russell 1000…	0.6%	$8.35B	76.12M	+48.5%	▲ Add	2
29	IUSG iShares Core S&P U.S.…	0.6%	$8.19B	52.77M	+21.3%	▲ Add	2
30	WMT Walmart Inc.	0.6%	$8.18B	65.84M	-4.8%	▼ Trim	2
31	VWO Vanguard FTSE Emerging…	0.6%	$7.83B	144.81M	+23.2%	▲ Add	2
32	COST Costco Wholesale Corporation	0.5%	$7.49B	7.52M	+11.5%	▲ Add	2
33	TLT iShares 20+ Year Treasury…	0.5%	$7.33B	84.60M	-22.4%	▼ Trim	2
34	TSLA Tesla, Inc.	0.5%	$7.05B	18.96M	-8.6%	▼ Trim	2
35	V Visa Inc.	0.5%	$6.92B	22.88M	-4.0%	▼ Trim	2
36	AGG iShares Core U.S. Aggregate…	0.5%	$6.92B	69.66M	+29.6%	▲ Add	2
37	IWR iShares Russell Mid-Cap ETF	0.5%	$6.41B	65.88M	-1.0%	▼ Trim	2
38	MBB iShares MBS ETF	0.5%	$6.29B	66.21M	-6.8%	▼ Trim	2
39	JNJ Johnson & Johnson	0.5%	$6.24B	25.52M	-9.9%	▼ Trim	2
40	BNDX Vanguard Total…	0.4%	$6.01B	125.01M	-11.6%	▼ Trim	2
41	VCSH Vanguard Short-Term…	0.4%	$5.99B	75.63M	+6.1%	▲ Add	2
42	CVX Chevron Corporation	0.4%	$5.72B	27.63M	+5.1%	▲ Add	2
43	VB Vanguard Morningstar…	0.4%	$5.67B	21.63M	-7.7%	▼ Trim	2
44	NFLX Netflix, Inc.	0.4%	$5.57B	57.94M	+4.3%	▲ Add	2
45	GS The Goldman Sachs Group…	0.4%	$5.46B	6.46M	+8.0%	▲ Add	2
46	HD The Home Depot, Inc.	0.4%	$5.37B	16.31M	+1.6%	▲ Add	2
47	VO Vanguard Morningstar…	0.4%	$5.21B	18.13M	0.0%	▲ Add	2
48	ABBV AbbVie Inc.	0.4%	$5.21B	23.94M	-7.3%	▼ Trim	2
49	BLK BlackRock, Inc.	0.4%	$5.03B	5.23M	+0.7%	▲ Add	2
50	VGIT Vanguard Intermediate-Term…	0.4%	$4.95B	83.05M	+61.5%	▲ Add	2
51	RTX RTX Corporation	0.4%	$4.90B	25.39M	-0.3%	▼ Trim	2
52	XLC State Street Communication…	0.4%	$4.87B	43.94M	-2.1%	▼ Trim	2
53	RSP Invesco S&P 500 Equal…	0.4%	$4.87B	25.37M	+16.4%	▲ Add	2
54	TSM Taiwan Semiconductor…	0.3%	$4.77B	14.11M	-11.3%	▼ Trim	2
55	GLD SPDR Gold Shares	0.3%	$4.76B	11.06M	-2.5%	▼ Trim	2
56	VIG Vanguard Dividend…	0.3%	$4.66B	21.68M	-12.4%	▼ Trim	2
57	VTI Vanguard Morningstar Total…	0.3%	$4.58B	14.29M	+0.7%	▲ Add	2
58	XLV State Street Health Care…	0.3%	$4.55B	31.02M	+11.7%	▲ Add	2
59	IJH iShares Core S&P Mid-Cap ETF	0.3%	$4.54B	67.16M	-2.8%	▼ Trim	2
60	MUB iShares National Muni Bond…	0.3%	$4.47B	42.11M	+12.8%	▲ Add	2
61	ETN Eaton Corporation plc	0.3%	$4.32B	12.08M	+4.9%	▲ Add	2
62	WELL Welltower Inc.	0.3%	$4.30B	21.75M	+6.6%	▲ Add	2
63	XLY State Street Consumer…	0.3%	$4.25B	38.98M	-0.6%	▼ Trim	2
64	XLF State Street Financial…	0.3%	$4.24B	85.98M	+6.7%	▲ Add	2
65	IJR iShares Core S&P Small-Cap…	0.3%	$4.20B	33.82M	+0.6%	▲ Add	2
66	IDEV iShares Core MSCI…	0.3%	$4.15B	49.63M	-5.4%	▼ Trim	2
67	BRK-B Berkshire Hathaway Inc.	0.3%	$4.15B	8.65M	-0.5%	▼ Trim	2
68	WFC Wells Fargo & Company	0.3%	$4.14B	51.97M	+1.4%	▲ Add	2
69	TJX The TJX Companies, Inc.	0.3%	$4.03B	25.21M	-1.6%	▼ Trim	2
70	CSCO Cisco Systems, Inc.	0.3%	$4.02B	51.85M	-0.6%	▼ Trim	2
71	CAT Caterpillar Inc.	0.3%	$4.02B	5.68M	-15.8%	▼ Trim	2
72	SMH VanEck Semiconductor ETF	0.3%	$4.01B	10.46M	-14.1%	▼ Trim	2
73	IBM International Business…	0.3%	$3.89B	16.06M	+7.0%	▲ Add	2
74	EFA iShares MSCI EAFE ETF	0.3%	$3.85B	39.63M	-1.4%	▼ Trim	2
75	PG The Procter & Gamble Company	0.3%	$3.80B	26.34M	-8.5%	▼ Trim	2
76	MCD McDonald's Corporation	0.3%	$3.78B	12.16M	-2.1%	▼ Trim	2
77	AZN AstraZeneca PLC	0.3%	$3.76B	19.06M	+44.6% ✂	▲ Add	2
78	MRK Merck & Co., Inc.	0.3%	$3.70B	30.77M	+10.5%	▲ Add	2
79	T AT&T Inc.	0.3%	$3.63B	125.19M	+4.5%	▲ Add	2
80	PANW Palo Alto Networks, Inc.	0.3%	$3.60B	22.48M	+16.0%	▲ Add	2
81	UNP Union Pacific Corporation	0.3%	$3.51B	14.46M	+16.8%	▲ Add	2
82	WT WisdomTree, Inc.	0.2%	$3.41B	58.34M	+9.3%	▲ Add	2
83	KO The Coca-Cola Company	0.2%	$3.35B	44.02M	+9.6%	▲ Add	2
84	PEP PepsiCo, Inc.	0.2%	$3.31B	21.28M	+0.6%	▲ Add	2
85	ADI Analog Devices, Inc.	0.2%	$3.25B	10.22M	+5.2%	▲ Add	2
86	WMB The Williams Companies, Inc.	0.2%	$3.24B	44.46M	-3.5%	▼ Trim	2
87	XLK State Street Technology…	0.2%	$3.17B	23.87M	+0.9%	▲ Add	2
88	UNH UnitedHealth Group…	0.2%	$3.17B	11.71M	+21.8%	▲ Add	2
89	USIG iShares Broad USD…	0.2%	$3.16B	61.67M	+21.9%	▲ Add	2
90	PH Parker-Hannifin Corporation	0.2%	$3.12B	3.48M	-11.3%	▼ Trim	2
91	VZ Verizon Communications Inc.	0.2%	$3.12B	62.10M	+15.4%	▲ Add	2
92	C Citigroup Inc.	0.2%	$3.05B	26.87M	+2.8%	▲ Add	2
93	NEE NextEra Energy, Inc.	0.2%	$2.92B	31.53M	-3.4%	▼ Trim	2
94	VBR Vanguard Morningstar…	0.2%	$2.91B	13.40M	-16.2%	▼ Trim	2
95	VFH Vanguard Financials ETF	0.2%	$2.89B	23.95M	+1.6%	▲ Add	2
96	PM Philip Morris International…	0.2%	$2.85B	17.23M	+12.0%	▲ Add	2
97	LQD iShares iBoxx $ Investment…	0.2%	$2.81B	25.80M	+13.1%	▲ Add	2
98	GD General Dynamics Corporation	0.2%	$2.79B	8.13M	-4.9%	▼ Trim	2
99	GILD Gilead Sciences, Inc.	0.2%	$2.78B	19.98M	-13.6%	▼ Trim	2
100	SPYM State Street SPDR Portfolio…	0.2%	$2.77B	36.17M	-32.8%	▼ Trim	2
101	PLTR Palantir Technologies Inc.	0.2%	$2.76B	18.84M	+28.7%	▲ Add	2
102	TMO Thermo Fisher Scientific…	0.2%	$2.72B	5.53M	-6.9%	▼ Trim	2
103	MU Micron Technology, Inc.	0.2%	$2.72B	8.04M	-5.4%	▼ Trim	2
104	SCHO Schwab Short-Term U.S.…	0.2%	$2.69B	110.72M	-9.6%	▼ Trim	2
105	MS Morgan Stanley	0.2%	$2.69B	16.33M	+0.5%	▲ Add	2
106	TIP iShares TIPS Bond ETF	0.2%	$2.69B	24.33M	+18.1%	▲ Add	2
107	VMBS Vanguard Mortgage-Backed…	0.2%	$2.64B	56.31M	-5.8%	▼ Trim	2
108	EMR Emerson Electric Co.	0.2%	$2.61B	19.94M	+13.1%	▲ Add	2
109	APH Amphenol Corporation	0.2%	$2.61B	20.68M	-5.8%	▼ Trim	2
110	VEU Vanguard FTSE All-World…	0.2%	$2.60B	34.57M	+4.5%	▲ Add	2
111	PGR The Progressive Corporation	0.2%	$2.55B	12.87M	-3.9%	▼ Trim	2
112	VBK Vanguard Morningstar…	0.2%	$2.55B	8.44M	-17.7%	▼ Trim	2
113	MA Mastercard Incorporated	0.2%	$2.54B	5.09M	-4.7%	▼ Trim	2
114	IAU iShares Gold Trust	0.2%	$2.49B	28.29M	-6.5%	▼ Trim	2
115	FCX Freeport-McMoRan Inc.	0.2%	$2.49B	42.35M	+20.0%	▲ Add	2
116	HWM Howmet Aerospace Inc.	0.2%	$2.47B	10.73M	+1.7%	▲ Add	2
117	XLE State Street Energy Select…	0.2%	$2.43B	39.65M	-12.2%	▼ Trim	2
118	VTWO Vanguard Russell 2000 ETF	0.2%	$2.39B	23.84M	-19.3%	▼ Trim	2
119	DELL Dell Technologies Inc.	0.2%	$2.36B	14.39M	+7.5%	▲ Add	2
120	XEL Xcel Energy Inc.	0.2%	$2.34B	29.44M	+5.9%	▲ Add	2
121	JCI Johnson Controls…	0.2%	$2.32B	17.74M	-7.4%	▼ Trim	2
122	BA The Boeing Company	0.2%	$2.31B	11.73M	+5.4%	▲ Add	2
123	AVEM Avantis Emerging Markets…	0.2%	$2.31B	28.68M	+45.1%	▲ Add	2
124	TXN Texas Instruments…	0.2%	$2.30B	11.86M	+2.4%	▲ Add	2
125	WDC Western Digital Corporation	0.2%	$2.30B	8.49M	-29.5%	▼ Trim	2
126	LRCX Lam Research Corporation	0.2%	$2.28B	10.66M	-5.3%	▼ Trim	2
127	COWZ Pacer US Cash Cows 100 ETF	0.2%	$2.27B	36.33M	-6.0%	▼ Trim	2
128	GEV GE Vernova Inc.	0.2%	$2.27B	2.60M	+20.1%	▲ Add	2
129	ORCL Oracle Corporation	0.2%	$2.26B	15.38M	-2.8%	▼ Trim	2
130	MDT Medtronic plc	0.2%	$2.25B	26.02M	+5.4%	▲ Add	2
131	IVW iShares S&P 500 Growth ETF	0.2%	$2.24B	19.78M	+6.6%	▲ Add	2
132	AXP American Express Company	0.2%	$2.22B	7.35M	-6.3%	▼ Trim	2
133	OEF iShares S&P 100 ETF	0.2%	$2.21B	6.93M	-0.6%	▼ Trim	2
134	CRM Salesforce, Inc.	0.2%	$2.19B	11.72M	+28.0%	▲ Add	2
135	IEF iShares 7-10 Year Treasury…	0.2%	$2.19B	22.90M	+69.8%	▲ Add	2
136	GE GE Aerospace	0.2%	$2.18B	7.66M	+10.0%	▲ Add	2
137	VONV Vanguard Russell 1000 Value…	0.2%	$2.16B	22.99M	-8.1%	▼ Trim	2
138	EEM iShares MSCI Emerging…	0.2%	$2.12B	37.34M	+22.8%	▲ Add	2
139	VRT Vertiv Holdings Co	0.2%	$2.11B	8.42M	-8.8%	▼ Trim	2
140	KMI Kinder Morgan, Inc.	0.2%	$2.08B	62.02M	+1.4%	▲ Add	2
141	AMD Advanced Micro Devices, Inc.	0.2%	$2.07B	10.16M	-19.7%	▼ Trim	2
142	HON Honeywell International Inc.	0.2%	$2.06B	9.12M	+0.3%	▲ Add	2
143	ASML ASML Holding N.V.	0.2%	$2.06B	1.56M	+1.2%	▲ Add	2
144	ROST Ross Stores, Inc.	0.1%	$2.04B	9.42M	-3.7%	▼ Trim	2
145	JAAA Janus Henderson AAA CLO ETF	0.1%	$2.03B	40.38M	+33.8%	▲ Add	2
146	XLP State Street Consumer…	0.1%	$2.03B	24.70M	+5.4%	▲ Add	2
147	VXUS Vanguard Total…	0.1%	$2.02B	26.20M	+31.4%	▲ Add	2
148	LOW Lowe's Companies, Inc.	0.1%	$2.01B	8.49M	-8.9%	▼ Trim	2
149	IVE iShares S&P 500 Value ETF	0.1%	$2.00B	9.46M	+2.0%	▲ Add	2
150	XLI State Street Industrial…	0.1%	$1.99B	12.33M	+4.2%	▲ Add	2
151	ABT Abbott Laboratories	0.1%	$1.98B	19.28M	-2.8%	▼ Trim	2
152	BNY Bank of New York Mellon Corp	0.1%	$1.98B	16.66M	-1.2%	▼ Trim	2
153	BMY Bristol-Myers Squibb Company	0.1%	$1.98B	32.64M	+116.0%	▲ Add	2
154	GLW Corning Inc	0.1%	$1.97B	14.50M	-16.6%	▼ Trim	2
155	ESGU iShares ESG Aware MSCI USA…	0.1%	$1.95B	13.80M	+3.5%	▲ Add	2
156	ETR Entergy Corporation	0.1%	$1.95B	17.37M	+5.3%	▲ Add	2
157	KLAC KLA Corporation	0.1%	$1.92B	1.31M	-12.6%	▼ Trim	2
158	SPGI S&P Global Inc.	0.1%	$1.89B	4.45M	-2.2%	▼ Trim	2
159	PWR Quanta Services, Inc.	0.1%	$1.89B	3.44M	+5.4%	▲ Add	2
160	BND Vanguard Total Bond Market…	0.1%	$1.89B	25.67M	+7.2%	▲ Add	2
161	VYM Vanguard High Dividend…	0.1%	$1.89B	12.76M	+1.8%	▲ Add	2
162	XBI State Street SPDR S&P…	0.1%	$1.85B	14.52M	+13.3%	▲ Add	2
163	AMAT Applied Materials, Inc.	0.1%	$1.84B	5.39M	-21.6%	▼ Trim	2
164	IWB iShares Russell 1000 ETF	0.1%	$1.84B	5.16M	+4.9%	▲ Add	2
165	HLT Hilton Worldwide Holdings…	0.1%	$1.81B	5.95M	+0.7%	▲ Add	2
166	NOC Northrop Grumman Corporation	0.1%	$1.80B	2.64M	-3.4%	▼ Trim	2
167	AMGN Amgen Inc.	0.1%	$1.80B	5.12M	-7.5%	▼ Trim	2
168	HPE Hewlett Packard Enterprise…	0.1%	$1.77B	74.20M	+2.3%	▲ Add	2
169	JEPI JPMorgan Equity Premium…	0.1%	$1.76B	31.00M	-2.6%	▼ Trim	2
170	TFC Truist Financial Corporation	0.1%	$1.74B	37.92M	-1.3%	▼ Trim	2
171	CSX CSX Corporation	0.1%	$1.73B	42.16M	-9.5%	▼ Trim	2
172	BIL State Street SPDR Bloomberg…	0.1%	$1.73B	18.87M	+14.8%	▲ Add	2
173	DIS The Walt Disney Company	0.1%	$1.72B	17.82M	-0.7%	▼ Trim	2
174	DLR Digital Realty Trust, Inc.	0.1%	$1.71B	9.47M	+6.0%	▲ Add	2
175	LIN Linde plc	0.1%	$1.68B	3.40M	-10.8%	▼ Trim	2
176	COP ConocoPhillips	0.1%	$1.68B	12.75M	-34.2%	▼ Trim	2
177	QUAL iShares MSCI USA Quality…	0.1%	$1.68B	8.74M	+36.9%	▲ Add	2
178	ISRG Intuitive Surgical, Inc.	0.1%	$1.67B	3.62M	+3.3%	▲ Add	2
179	PVAL Putnam Focused Large Cap…	0.1%	$1.67B	35.91M	+48.4%	▲ Add	2
180	PNC The PNC Financial Services…	0.1%	$1.66B	7.99M	+6.4%	▲ Add	2
181	ALL The Allstate Corporation	0.1%	$1.64B	7.91M	+8.2%	▲ Add	2
182	LMT Lockheed Martin Corporation	0.1%	$1.63B	2.70M	-10.0%	▼ Trim	2
183	CB Chubb Limited	0.1%	$1.60B	4.91M	+3.1%	▲ Add	2
184	SPG Simon Property Group, Inc.	0.1%	$1.59B	8.50M	+6.1%	▲ Add	2
185	DE Deere & Company	0.1%	$1.57B	2.78M	+0.3%	▲ Add	2
186	HYG iShares iBoxx $ High Yield…	0.1%	$1.50B	18.91M	+70.0%	▲ Add	2
187	SCHW The Charles Schwab…	0.1%	$1.47B	15.62M	+3.5%	▲ Add	2
188	BSX Boston Scientific…	0.1%	$1.43B	22.76M	-9.4%	▼ Trim	2
189	MLM Martin Marietta Materials…	0.1%	$1.41B	2.40M	+0.9%	▲ Add	2
190	SBUX Starbucks Corporation	0.1%	$1.41B	15.76M	+9.0%	▲ Add	2
191	PLD Prologis, Inc.	0.1%	$1.36B	10.31M	-5.1%	▼ Trim	2
192	DGRO iShares Core Dividend…	0.1%	$1.36B	19.39M	-1.9%	▼ Trim	2
193	SYK Stryker Corporation	0.1%	$1.35B	4.11M	-7.0%	▼ Trim	2
194	QCOM QUALCOMM Incorporated	0.1%	$1.35B	10.48M	-16.0%	▼ Trim	2
195	EWY iShares MSCI South Korea ETF	0.1%	$1.34B	10.93M	+102.5%	▲ Add	2
196	PCAR PACCAR Inc	0.1%	$1.34B	11.63M	-9.1%	▼ Trim	2
197	MCK McKesson Corporation	0.1%	$1.33B	1.54M	+2.4%	▲ Add	2
198	BX Blackstone Inc.	0.1%	$1.33B	11.54M	+3.5%	▲ Add	2
199	SHOP Shopify Inc.	0.1%	$1.33B	11.18M	-2.6%	▼ Trim	2
200	STX Seagate Technology Holdings…	0.1%	$1.32B	3.38M	-21.0%	▼ Trim	2
201	PFE Pfizer Inc.	0.1%	$1.31B	46.55M	-4.6%	▼ Trim	2
202	COR Cencora, Inc.	0.1%	$1.30B	4.14M	+6.9%	▲ Add	2
203	PAVE Global X - U.S.…	0.1%	$1.30B	25.50M	+3.7%	▲ Add	2
204	ACN Accenture plc	0.1%	$1.30B	6.53M	+2.2%	▲ Add	2
205	SHY iShares 1-3 Year Treasury…	0.1%	$1.29B	15.65M	+28.3%	▲ Add	2
206	APD Air Products and Chemicals…	0.1%	$1.29B	4.44M	+14.3%	▲ Add	2
207	XLU State Street Utilities…	0.1%	$1.29B	28.04M	+3.9%	▲ Add	2
208	VRTX Vertex Pharmaceuticals…	0.1%	$1.29B	2.88M	-2.0%	▼ Trim	2
209	PZA Invesco National AMT-Free…	0.1%	$1.27B	55.15M	+5.7%	▲ Add	2
210	MDY State Street SPDR S&P…	0.1%	$1.26B	2.05M	-3.4%	▼ Trim	2
211	APP AppLovin Corporation	0.1%	$1.26B	3.16M	-12.6%	▼ Trim	2
212	TEL TE Connectivity plc	0.1%	$1.24B	5.95M	-3.2%	▼ Trim	2
213	VLO Valero Energy Corporation	0.1%	$1.24B	5.03M	+11.4%	▲ Add	2
214	COF Capital One Financial…	0.1%	$1.23B	6.74M	+4.6%	▲ Add	2
215	PPA Invesco Aerospace & Defense…	0.1%	$1.23B	7.42M	-3.8%	▼ Trim	2
216	IBB iShares Biotechnology ETF	0.1%	$1.23B	7.26M	+10.8%	▲ Add	2
217	VIS Vanguard Industrials ETF	0.1%	$1.23B	3.93M	+0.3%	▲ Add	2
218	SGOV iShares 0-3 Month Treasury…	0.1%	$1.23B	12.17M	+13.2%	▲ Add	2
219	DUK Duke Energy Corporation	0.1%	$1.22B	9.35M	+6.9%	▲ Add	2
220	DVY iShares Select Dividend ETF	0.1%	$1.22B	8.07M	-1.3%	▼ Trim	2
221	CME CME Group Inc.	0.1%	$1.19B	4.02M	+39.1%	▲ Add	2
222	DHR Danaher Corporation	0.1%	$1.19B	6.25M	-5.3%	▼ Trim	2
223	USMV iShares MSCI USA Min Vol…	0.1%	$1.18B	12.78M	-1.9%	▼ Trim	2
224	UBER Uber Technologies, Inc.	0.1%	$1.17B	16.33M	-13.0%	▼ Trim	2
225	CMCSA Comcast Corporation	0.1%	$1.17B	40.86M	+10.2%	▲ Add	2
226	MDLZ Mondelez International, Inc.	0.1%	$1.17B	20.35M	-11.1%	▼ Trim	2
227	IWN iShares Russell 2000 Value…	0.1%	$1.16B	6.12M	-22.3%	▼ Trim	2
228	PYPL PayPal Holdings, Inc.	0.1%	$1.16B	25.61M	+67.9%	▲ Add	2
229	PEG Public Service Enterprise…	0.1%	$1.15B	14.25M	-16.8%	▼ Trim	2
230	SUB iShares Short-Term National…	0.1%	$1.12B	10.53M	+26.5%	▲ Add	2
231	IEI iShares 3-7 Year Treasury…	0.1%	$1.10B	9.24M	+39.7%	▲ Add	2
232	SYF Synchrony Financial	0.1%	$1.09B	16.06M	-0.6%	▼ Trim	2
233	IWO iShares Russell 2000 Growth…	0.1%	$1.09B	3.47M	-16.4%	▼ Trim	2
234	DIA State Street SPDR Dow Jones…	0.1%	$1.09B	2.35M	+6.0%	▲ Add	2
235	EMXC iShares MSCI Emerging…	0.1%	$1.08B	13.67M	+2.3%	▲ Add	2
236	AIRR First Trust RBA American…	0.1%	$1.07B	9.68M	+11.6%	▲ Add	2
237	TTE TotalEnergies SE	0.1%	$1.07B	11.75M	-35.5%	▼ Trim	2
238	ADP Automatic Data Processing…	0.1%	$1.07B	5.26M	-10.4%	▼ Trim	2
239	EAGG iShares ESG Aware U.S.…	0.1%	$1.07B	22.47M	+13.9%	▲ Add	2
240	SDY State Street SPDR S&P…	0.1%	$1.07B	7.32M	+0.5%	▲ Add	2
241	AEM Agnico Eagle Mines Limited	0.1%	$1.06B	5.25M	-4.2%	▼ Trim	2
242	O Realty Income Corporation	0.1%	$1.06B	17.33M	-1.8%	▼ Trim	2
243	HYD VanEck High Yield Muni ETF	0.1%	$1.04B	20.71M	+18.6%	▲ Add	2
244	INTC Intel Corp.	0.1%	$1.03B	23.38M	-7.3%	▼ Trim	2
245	SOXX iShares Semiconductor ETF	0.1%	$1.02B	3.12M	+20.9%	▲ Add	2
246	SHM State Street SPDR Nuveen…	0.1%	$1.02B	21.33M	+3.9%	▲ Add	2
247	SRE Sempra	0.1%	$1.01B	10.39M	+16.1%	▲ Add	2
248	LYV Live Nation Entertainment…	0.1%	$1.00B	6.56M	+0.8%	▲ Add	2
249	TRV The Travelers Companies…	0.1%	$997.58M	3.42M	-4.3%	▼ Trim	2
250	MO Altria Group, Inc.	0.1%	$996.44M	15.10M	-5.2%	▼ Trim	2
251	EL The Estée Lauder Companies…	0.1%	$993.57M	13.84M	+950.9%	▲ Add	2
252	BSV Vanguard Short-Term Bond ETF	0.1%	$991.44M	12.64M	+29.1%	▲ Add	2
253	D Dominion Energy, Inc.	0.1%	$984.81M	15.93M	+15.7%	▲ Add	2
254	KKR KKR & Co. Inc.	0.1%	$980.65M	10.60M	+5.5%	▲ Add	2
255	MRVL Marvell Technology, Inc.	0.1%	$977.75M	9.87M	-13.9%	▼ Trim	2
256	VDC Vanguard Consumer Staples…	0.1%	$973.91M	4.34M	+10.8%	▲ Add	2
257	UPS United Parcel Service, Inc.	0.1%	$957.05M	9.73M	+23.3%	▲ Add	2
258	SCHD Schwab U.S. Dividend Equity…	0.1%	$946.85M	30.86M	-34.3%	▼ Trim	2
259	CMI Cummins Inc.	0.1%	$945.43M	1.76M	+7.4%	▲ Add	2
260	ITOT iShares Core S&P Total U.S.…	0.1%	$942.66M	6.62M	+3.1%	▲ Add	2
261	CRWD CrowdStrike Holdings, Inc.	0.1%	$928.25M	2.38M	-2.1%	▼ Trim	2
262	WEC WEC Energy Group, Inc.	0.1%	$922.69M	7.97M	+7.2%	▲ Add	2
263	REGN Regeneron Pharmaceuticals…	0.1%	$919.12M	1.19M	+2.8%	▲ Add	2
264	NSC Norfolk Southern Corporation	0.1%	$918.71M	3.20M	-0.9%	▼ Trim	2
265	IWP iShares Russell Mid-Cap…	0.1%	$909.73M	7.10M	+0.1%	▲ Add	2
266	MNST Monster Beverage Corporation	0.1%	$908.10M	12.53M	+0.8%	▲ Add	2
267	CIBR First Trust Nasdaq…	0.1%	$905.80M	14.45M	-6.5%	▼ Trim	2
268	KBWB Invesco KBW Bank ETF	0.1%	$901.55M	11.39M	-7.6%	▼ Trim	2
269	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$900.91M	9.42M	-12.2%	▼ Trim	2
270	VNQ Vanguard Real Estate ETF	0.1%	$897.27M	10.12M	-2.1%	▼ Trim	2
271	ICE Intercontinental Exchange…	0.1%	$885.56M	5.63M	-10.8%	▼ Trim	2
272	PGX Invesco Preferred ETF	0.1%	$882.73M	81.13M	+3.4%	▲ Add	2
273	CEG Constellation Energy…	0.1%	$881.95M	3.16M	+10.6%	▲ Add	2
274	MRSH Marsh & McLennan Companies…	0.1%	$856.78M	4.94M	-10.6%	▼ Trim	2
275	ORLY O'Reilly Automotive, Inc.	0.1%	$856.73M	9.28M	-7.7%	▼ Trim	2
276	SPOT Spotify Technology S.A.	0.1%	$853.29M	1.76M	-12.2%	▼ Trim	2
277	CI Cigna Corporation	0.1%	$848.82M	3.18M	+8.8%	▲ Add	2
278	IWY iShares Russell Top 200…	0.1%	$835.45M	3.36M	+58.6%	▲ Add	2
279	USB U.S. Bancorp	0.1%	$822.80M	15.82M	+6.9%	▲ Add	2
280	JPST JPMorgan Ultra-Short Income…	0.1%	$819.81M	16.20M	+0.1%	▲ Add	2
281	XME State Street SPDR S&P…	0.1%	$818.69M	7.58M	+302.8%	▲ Add	2
282	TLH iShares 10-20 Year Treasury…	0.1%	$814.18M	8.08M	+7.3%	▲ Add	2
283	SO The Southern Company	0.1%	$808.89M	8.38M	+4.9%	▲ Add	2
284	VV Vanguard Morningstar…	0.1%	$803.78M	2.69M	-3.5%	▼ Trim	2
285	CCJ Cameco Corporation	0.1%	$803.45M	7.40M	-2.4%	▼ Trim	2
286	ELV Elevance Health Inc.	0.1%	$795.92M	2.72M	+23.2%	▲ Add	2
287	PFG Principal Financial Group…	0.1%	$794.72M	8.82M	+5.0%	▲ Add	2
288	MMM 3M Company	0.1%	$793.29M	5.46M	+1.0%	▲ Add	2
289	TRGP Targa Resources Corp.	0.1%	$790.30M	3.15M	+27.9%	▲ Add	2
290	FITB Fifth Third Bancorp	0.1%	$785.61M	16.91M	+8.0%	▲ Add	2
291	USHY iShares Broad USD High…	0.1%	$784.15M	21.29M	-34.5%	▼ Trim	2
292	ITW Illinois Tool Works Inc.	0.1%	$782.34M	3.01M	+2.5%	▲ Add	2
293	AMT American Tower Corporation	0.1%	$778.62M	4.51M	+14.4%	▲ Add	2
294	ATO Atmos Energy Corporation	0.1%	$775.72M	4.20M	+11.0%	▲ Add	2
295	JEPQ JPMorgan Nasdaq Equity…	0.1%	$770.49M	13.88M	+8.9%	▲ Add	2
296	WM Waste Management, Inc.	0.1%	$769.77M	3.35M	-6.1%	▼ Trim	2
297	EFV iShares MSCI EAFE Value ETF	0.1%	$768.98M	10.34M	+7.7%	▲ Add	2
298	GDX VanEck Gold Miners ETF	0.1%	$765.85M	8.35M	+11.5%	▲ Add	2
299	INTU Intuit Inc.	0.1%	$764.88M	1.77M	-8.6%	▼ Trim	2
300	ITM VanEck Intermediate Muni ETF	0.1%	$764.64M	16.47M	+0.8%	▲ Add	2
301	VICI VICI Properties Inc.	0.1%	$763.55M	27.95M	+2.7%	▲ Add	2
302	CGDV Capital Group Dividend…	0.1%	$762.02M	17.91M	+7.0%	▲ Add	2
303	ESGE iShares ESG Aware MSCI EM…	0.1%	$760.19M	16.72M	+19.1%	▲ Add	2
304	IXUS iShares Core MSCI Total…	0.1%	$759.26M	8.76M	+6.6%	▲ Add	2
305	CIEN Ciena Corporation	0.1%	$758.85M	1.95M	-9.7%	▼ Trim	2
306	NVS Novartis AG	0.1%	$758.07M	4.96M	+9.1%	▲ Add	2
307	FAST Fastenal Company	0.1%	$755.97M	16.29M	+12.0%	▲ Add	2
308	MCHP Microchip Technology…	0.1%	$753.96M	11.71M	-3.4%	▼ Trim	2
309	NKE NIKE, Inc.	0.1%	$748.91M	14.18M	-0.8%	▼ Trim	2
310	MGK Vanguard Morningstar Mega…	0.1%	$747.10M	2.03M	-1.2%	▼ Trim	2
311	VT Vanguard Total World Stock…	0.1%	$742.71M	5.37M	+69.2%	▲ Add	2
312	NULG Nuveen ESG Large-Cap Growth	0.1%	$740.86M	8.15M	+156.3%	▲ Add	2
313	NOW ServiceNow, Inc.	0.1%	$740.40M	7.08M	-26.7%	▼ Trim	2
314	ANET Arista Networks, Inc.	0.1%	$737.52M	6.01M	+1.3%	▲ Add	2
315	LNG Cheniere Energy, Inc.	0.1%	$733.38M	2.58M	-4.9%	▼ Trim	2
316	JMTG JPMorgan Mortgage-Backed…	0.1%	$730.40M	14.32M	-1.9%	▼ Trim	2
317	TPR Tapestry, Inc.	0.1%	$711.47M	5.04M	+9.3%	▲ Add	2
318	SHEL Shell plc	0.1%	$703.33M	7.56M	-3.4%	▼ Trim	2
319	FER.MC Ferrovial SE	0.1%	$693.10M	10.65M	-19.5%	▼ Trim	2
320	PFF iShares Preferred and…	0.1%	$689.72M	22.75M	+0.4%	▲ Add	2
321	TT Trane Technologies plc	0.1%	$687.58M	1.65M	-12.3%	▼ Trim	2
322	DYNF iShares U.S. Equity Factor…	0.1%	$679.73M	11.68M	-1.1%	▼ Trim	2
323	SHLD Global X - Defense Tech ETF	0.1%	$678.36M	9.58M	+30.9%	▲ Add	2
324	AEP American Electric Power…	0.0%	$676.70M	5.16M	-12.6%	▼ Trim	2
325	EQIX Equinix, Inc.	0.0%	$676.08M	689.71K	-2.1%	▼ Trim	2
326	VGSH Vanguard Short-Term…	0.0%	$674.91M	11.53M	+10.8%	▲ Add	2
327	MGV Vanguard Morningstar Mega…	0.0%	$672.45M	4.64M	+2.6%	▲ Add	2
328	CVS CVS Health Corp.	0.0%	$671.66M	9.35M	-0.7%	▼ Trim	2
329	FBND Fidelity Total Bond ETF	0.0%	$670.93M	14.71M	+6.3%	▲ Add	2
330	DKS DICK'S Sporting Goods, Inc.	0.0%	$670.71M	3.38M	+5.8%	▲ Add	2
331	NDAQ Nasdaq, Inc.	0.0%	$665.85M	7.84M	-9.8%	▼ Trim	2
332	SPHY State Street SPDR Portfolio…	0.0%	$664.67M	28.50M	-39.3%	▼ Trim	2
333	TMUS T-Mobile US, Inc.	0.0%	$662.32M	3.15M	-1.4%	▼ Trim	2
334	LHX L3Harris Technologies, Inc.	0.0%	$661.91M	1.92M	+22.4%	▲ Add	2
335	NXPI NXP Semiconductors N.V.	0.0%	$661.76M	3.36M	-19.8%	▼ Trim	2
336	NU Nu Holdings Ltd.	0.0%	$660.54M	45.97M	+8.6%	▲ Add	2
337	RH Rh	0.0%	$656.58M	6.17M	+6.3%	▲ Add	2
338	ITA iShares U.S. Aerospace &…	0.0%	$655.81M	3.00M	+3.6%	▲ Add	2
339	BABA Alibaba Group Holding…	0.0%	$655.25M	5.22M	-6.8%	▼ Trim	2
340	KMB Kimberly-Clark Corporation	0.0%	$642.67M	6.66M	+29.1%	▲ Add	2
341	DB Deutsche Bank AG	0.0%	$637.89M	21.42M	+83.1%	▲ Add	2
342	SNDK Sandisk Corporation	0.0%	$635.21M	999.80K	-39.2%	▼ Trim	2
343	MPC Marathon Petroleum…	0.0%	$633.67M	2.60M	+1.6%	▲ Add	2
344	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$631.13M	12.65M	+4.9%	▲ Add	2
345	ADBE Adobe Inc.	0.0%	$630.72M	2.59M	-12.7%	▼ Trim	2
346	ITB iShares U.S. Home…	0.0%	$630.43M	6.96M	+20.5%	▲ Add	2
347	VFLO VictoryShares Free Cash…	0.0%	$630.40M	15.97M	+10.3%	▲ Add	2
348	DRI Darden Restaurants, Inc.	0.0%	$629.74M	3.21M	+44.6%	▲ Add	2
349	NEM Newmont Corporation	0.0%	$626.85M	5.79M	-14.9%	▼ Trim	2
350	GM General Motors Company	0.0%	$621.56M	8.34M	-3.3%	▼ Trim	2
351	FDX FedEx Corporation	0.0%	$621.07M	1.74M	-8.5%	▼ Trim	2
352	IYW iShares U.S. Technology ETF	0.0%	$618.52M	3.41M	-4.3%	▼ Trim	2
353	GLDM SPDR Gold MiniShares Trust	0.0%	$618.41M	6.67M	-12.9%	▼ Trim	2
354	MAR Marriott International, Inc.	0.0%	$617.50M	1.89M	-8.8%	▼ Trim	2
355	VMC Vulcan Materials Company	0.0%	$614.06M	2.26M	-1.3%	▼ Trim	2
356	CAH Cardinal Health, Inc.	0.0%	$608.95M	2.88M	-12.4%	▼ Trim	2
357	IDV iShares International…	0.0%	$608.46M	14.30M	+7.5%	▲ Add	2
358	ADSK Autodesk, Inc.	0.0%	$605.89M	2.53M	-3.1%	▼ Trim	2
359	PYLD PIMCO Multisector Bond…	0.0%	$604.90M	23.09M	+26.9%	▲ Add	2
360	CVE Cenovus Energy Inc.	0.0%	$604.11M	22.77M	+111.2%	▲ Add	2
361	BINC iShares Flexible Income…	0.0%	$603.50M	11.62M	+11.9%	▲ Add	2
362	MSI Motorola Solutions, Inc.	0.0%	$599.53M	1.38M	+34.3%	▲ Add	2
363	ET Energy Transfer LP	0.0%	$597.46M	30.96M	+5.7%	▲ Add	2
364	EMB iShares J.P. Morgan USD…	0.0%	$592.07M	6.30M	-20.1%	▼ Trim	2
365	YUM Yum! Brands, Inc.	0.0%	$590.95M	3.80M	+0.4%	▲ Add	2
366	EOG EOG Resources, Inc.	0.0%	$588.53M	4.07M	-5.6%	▼ Trim	2
367	URI United Rentals, Inc.	0.0%	$587.50M	806.38K	+14.7%	▲ Add	2
368	DOV Dover Corporation	0.0%	$583.98M	2.80M	-2.1%	▼ Trim	2
369	VYMI Vanguard International High…	0.0%	$581.77M	6.17M	+10.7%	▲ Add	2
370	SLV iShares Silver Trust	0.0%	$579.04M	8.50M	-19.2%	▼ Trim	2
371	GWW W.W. Grainger, Inc.	0.0%	$575.91M	527.97K	+4.5%	▲ Add	2
372	ALB Albemarle Corporation	0.0%	$571.21M	3.49M	+10.8%	▲ Add	2
373	ZTS Zoetis Inc.	0.0%	$571.15M	4.83M	+7.3%	▲ Add	2
374	CGGR Capital Group Growth ETF	0.0%	$570.45M	14.19M	+10.3%	▲ Add	2
375	BTI British American Tobacco…	0.0%	$569.31M	9.74M	+34.4%	▲ Add	2
376	PULS PGIM Ultra Short Bond ETF	0.0%	$568.26M	11.48M	-0.6%	▼ Trim	2
377	CL Colgate-Palmolive Company	0.0%	$565.72M	6.64M	+17.4%	▲ Add	2
378	VOE Vanguard Morningstar…	0.0%	$561.21M	3.05M	-2.5%	▼ Trim	2
379	BBAX JPMorgan BetaBuilders…	0.0%	$561.09M	9.44M	+9.7%	▲ Add	2
380	SCMB Schwab Municipal Bond ETF	0.0%	$559.53M	21.96M	+3354.2%	▲ Add	2
381	VCR Vanguard Consumer…	0.0%	$558.20M	1.55M	+4.0%	▲ Add	2
382	IFRA iShares U.S. Infrastructure…	0.0%	$557.35M	9.74M	-3.5%	▼ Trim	2
383	VOT Vanguard Morningstar…	0.0%	$555.27M	2.16M	+2.6%	▲ Add	2
384	BIV Vanguard Intermediate-Term…	0.0%	$554.42M	7.18M	+8.2%	▲ Add	2
385	MOAT VanEck Morningstar Wide…	0.0%	$554.34M	5.73M	-5.1%	▼ Trim	2
386	HDV iShares Core High Dividend…	0.0%	$554.25M	4.08M	-9.6%	▼ Trim	2
387	PPL PPL Corporation	0.0%	$550.32M	14.41M	+6.3%	▲ Add	2
388	SNPS Synopsys, Inc.	0.0%	$549.85M	1.39M	+34.0%	▲ Add	2
389	FXI iShares China Large-Cap ETF	0.0%	$548.15M	15.27M	+12.1%	▲ Add	2
390	TGT Target Corporation	0.0%	$544.63M	4.49M	-8.0%	▼ Trim	2
391	FUTY Fidelity MSCI Utilities…	0.0%	$541.72M	9.17M	+0.8%	▲ Add	2
392	SLB Slb N.V.	0.0%	$541.45M	10.54M	+11.1%	▲ Add	2
393	PSX Phillips 66	0.0%	$541.26M	2.97M	+1.2%	▲ Add	2
394	NULV Nuveen ESG Large-Cap Value	0.0%	$539.45M	11.86M	-6.3%	▼ Trim	2
395	EZU iShares MSCI Eurozone ETF	0.0%	$534.90M	8.54M	+12.3%	▲ Add	2
396	BRK-A Berkshire Hathaway Inc.	0.0%	$534.30M	744	+1.1%	▲ Add	2
397	IEUR iShares Core MSCI Europe ETF	0.0%	$532.59M	7.58M	+95.0%	▲ Add	2
398	BKNG Booking Holdings Inc.	0.0%	$528.04M	125.41K	-5.5%	▼ Trim	2
399	PRF Invesco RAFI US 1000 ETF	0.0%	$527.72M	11.10M	+0.8%	▲ Add	2
400	SNOW Snowflake Inc.	0.0%	$527.34M	3.50M	+19.4%	▲ Add	2
401	EFG iShares MSCI EAFE Growth ETF	0.0%	$524.39M	4.71M	+35.0%	▲ Add	2
402	ECL Ecolab Inc.	0.0%	$523.34M	1.97M	-12.1%	▼ Trim	2
403	ANGL VanEck Fallen Angel High…	0.0%	$522.67M	18.20M	-8.3%	▼ Trim	2
404	IWS iShares Russell Mid-Cap…	0.0%	$519.94M	3.57M	-15.8%	▼ Trim	2
405	HIG The Hartford Insurance…	0.0%	$518.15M	3.83M	+2.1%	▲ Add	2
406	DASH DoorDash, Inc.	0.0%	$517.91M	3.45M	+18.4%	▲ Add	2
407	AON Aon plc	0.0%	$510.86M	1.58M	+16.3%	▲ Add	2
408	RDVY First Trust Rising Dividend…	0.0%	$508.30M	7.44M	+3.0%	▲ Add	2
409	OKE ONEOK, Inc.	0.0%	$497.60M	5.50M	+5.2%	▲ Add	2
410	FLJP Franklin FTSE Japan ETF	0.0%	$495.54M	13.70M	+12.4%	▲ Add	2
411	MSTR Strategy Inc	0.0%	$494.92M	3.97M	+3.0%	▲ Add	2
412	CALF Pacer US Small Cap Cash…	0.0%	$493.71M	11.00M	-7.2%	▼ Trim	2
413	PCY Invesco Emerging Markets…	0.0%	$493.55M	23.62M	+4.5%	▲ Add	2
414	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$490.36M	7.16M	-1.1%	▼ Trim	2
415	WDAY Workday, Inc.	0.0%	$488.83M	3.76M	-0.1%	▼ Trim	2
416	BAC Bank of America Corporation	0.0%	$487.80M	10.01M	+3.7%	▲ Add	2
417	XLB State Street Materials…	0.0%	$487.51M	9.76M	+1.0%	▲ Add	2
418	IGSB iShares 1-5 Year Investment…	0.0%	$473.37M	9.01M	+14.8%	▲ Add	2
419	DFAS Dimensional - US Small Cap…	0.0%	$470.80M	6.62M	-0.2%	▼ Trim	2
420	NOBL ProShares - S&P 500…	0.0%	$469.93M	4.43M	-4.8%	▼ Trim	2
421	VHT Vanguard Health Care ETF	0.0%	$466.42M	1.71M	+6.4%	▲ Add	2
422	VXF Vanguard Extended Market ETF	0.0%	$464.00M	2.25M	+19.7%	▲ Add	2
423	TD The Toronto-Dominion Bank	0.0%	$463.52M	4.97M	+7.8%	▲ Add	2
424	ARES Ares Management Corporation	0.0%	$457.88M	4.20M	-6.8%	▼ Trim	2
425	CBRE CBRE Group, Inc.	0.0%	$457.64M	3.38M	-3.8%	▼ Trim	2
426	SNY Sanofi	0.0%	$456.96M	9.48M	+11.0%	▲ Add	2
427	WBD Warner Bros. Discovery, Inc.	0.0%	$456.30M	16.62M	+21.9%	▲ Add	2
428	SU Suncor Energy Inc.	0.0%	$452.34M	6.84M	-21.2%	▼ Trim	2
429	BN Brookfield Corporation	0.0%	$449.82M	11.12M	-2.1%	▼ Trim	2
430	SPLV Invesco S&P 500 Low…	0.0%	$449.27M	6.14M	-7.2%	▼ Trim	2
431	VST Vistra Corp.	0.0%	$448.57M	2.98M	-10.2%	▼ Trim	2
432	ENB Enbridge Inc.	0.0%	$448.13M	8.28M	-1.4%	▼ Trim	2
433	AMLP Alerian MLP ETF	0.0%	$446.95M	8.49M	-0.9%	▼ Trim	2
434	EPD Enterprise Products…	0.0%	$445.70M	11.78M	-7.5%	▼ Trim	2
435	FLOT iShares Floating Rate Bond…	0.0%	$444.80M	8.73M	-1.4%	▼ Trim	2
436	DHI D.R. Horton, Inc.	0.0%	$442.77M	3.23M	+10.7%	▲ Add	2
437	CORP PIMCO Investment Grade…	0.0%	$442.42M	4.57M	+150.7%	▲ Add	2
438	DG Dollar General Corporation	0.0%	$442.28M	3.73M	-0.8%	▼ Trim	2
439	APO Apollo Global Management…	0.0%	$440.92M	3.96M	+16.6%	▲ Add	2
440	JMBS Janus Henderson…	0.0%	$440.38M	9.75M	-46.8%	▼ Trim	2
441	CTVA Corteva, Inc.	0.0%	$439.73M	5.25M	-4.5%	▼ Trim	2
442	CRWV CoreWeave, Inc. Class A…	0.0%	$437.87M	5.65M	+13.1%	▲ Add	2
443	KR The Kroger Co.	0.0%	$437.13M	6.04M	+17.0%	▲ Add	2
444	OXY Occidental Petroleum…	0.0%	$435.97M	6.71M	+7.8%	▲ Add	2
445	FWONA Formula One Group	0.0%	$433.77M	5.15M	+40.2%	▲ Add	2
446	WCN Waste Connections, Inc.	0.0%	$433.57M	2.67M	-20.8%	▼ Trim	2
447	MTZ MasTec, Inc.	0.0%	$427.94M	1.33M	+6.0%	▲ Add	2
448	HOOD Robinhood Markets, Inc.	0.0%	$427.24M	6.17M	-10.0%	▼ Trim	2
449	NET Cloudflare, Inc.	0.0%	$426.65M	2.07M	-9.5%	▼ Trim	2
450	SCHA Schwab U.S. Small-Cap ETF	0.0%	$424.21M	14.59M	-15.8%	▼ Trim	2
451	PAAA PGIM AAA CLO ETF	0.0%	$422.15M	8.25M	+19.6%	▲ Add	2
452	BDX Becton, Dickinson and…	0.0%	$419.56M	2.67M	-25.4% ✂	▼ Trim	2
453	IBKR Interactive Brokers Group…	0.0%	$417.86M	6.23M	-6.6%	▼ Trim	2
454	MPWR Monolithic Power Systems…	0.0%	$417.84M	382.16K	-30.5%	▼ Trim	2
455	AIQ Global X - Artificial…	0.0%	$410.74M	8.80M	+6.8%	▲ Add	2
456	RSG Republic Services, Inc.	0.0%	$410.67M	1.88M	-3.7%	▼ Trim	2
457	SPYV State Street SPDR Portfolio…	0.0%	$409.37M	7.24M	-5.6%	▼ Trim	2
458	WPM Wheaton Precious Metals…	0.0%	$408.92M	3.12M	-17.1%	▼ Trim	2
459	SYY Sysco Corporation	0.0%	$408.22M	5.72M	-2.2%	▼ Trim	2
460	EWJ iShares MSCI Japan ETF	0.0%	$407.64M	4.83M	-11.8%	▼ Trim	2
461	FNDF Schwab Fundamental…	0.0%	$407.58M	8.33M	+2.8%	▲ Add	2
462	TDY Teledyne Technologies…	0.0%	$406.02M	671.09K	+4.5%	▲ Add	2
463	LITE Lumentum Holdings Inc.	0.0%	$402.37M	572.55K	-2.1%	▼ Trim	2
464	COHR Coherent, Inc.	0.0%	$401.69M	1.69M	+60.2%	▲ Add	2
465	AJG Arthur J. Gallagher & Co.	0.0%	$401.64M	1.85M	+23.0%	▲ Add	2
466	PAYX Paychex, Inc.	0.0%	$398.32M	4.32M	-19.2%	▼ Trim	2
467	IGM iShares Expanded Tech…	0.0%	$397.34M	3.35M	-11.5%	▼ Trim	2
468	CCI Crown Castle Inc.	0.0%	$396.57M	4.88M	+1.3%	▲ Add	2
469	NVO Novo Nordisk A/S	0.0%	$395.79M	10.77M	-9.3%	▼ Trim	2
470	TFLO iShares Treasury Floating…	0.0%	$392.14M	7.75M	+33.0%	▲ Add	2
471	MET MetLife, Inc.	0.0%	$388.95M	5.50M	-2.9%	▼ Trim	2
472	TFI State Street SPDR Nuveen…	0.0%	$387.04M	8.54M	+20.5%	▲ Add	2
473	SPTL State Street SPDR Portfolio…	0.0%	$383.98M	14.60M	+52.0%	▲ Add	2
474	LNT Alliant Energy Corporation	0.0%	$383.55M	5.34M	+42.8%	▲ Add	2
475	CMG Chipotle Mexican Grill, Inc.	0.0%	$383.28M	11.97M	+86.2%	▲ Add	2
476	HYLB Xtrackers USD High Yield…	0.0%	$380.85M	10.53M	-54.1%	▼ Trim	2
477	VOOV Vanguard S&P 500 Value ETF	0.0%	$380.29M	1.87M	+1.4%	▲ Add	2
478	FTNT Fortinet, Inc.	0.0%	$379.54M	4.64M	+10.7%	▲ Add	2
479	UL Unilever PLC	0.0%	$379.50M	6.66M	+16.4%	▲ Add	2
480	EFX Equifax Inc.	0.0%	$379.49M	2.11M	+36.5%	▲ Add	2
481	NGG National Grid plc	0.0%	$379.09M	4.48M	-8.4%	▼ Trim	2
482	AKAM Akamai Technologies, Inc.	0.0%	$378.38M	3.29M	+7.7%	▲ Add	2
483	TTWO Take-Two Interactive…	0.0%	$377.64M	1.91M	+3.2%	▲ Add	2
484	UBS UBS Group AG	0.0%	$377.22M	9.65M	-9.8%	▼ Trim	2
485	ROK Rockwell Automation, Inc.	0.0%	$375.67M	1.05M	-14.8%	▼ Trim	2
486	GCOW Pacer Global Cash Cows…	0.0%	$375.41M	8.12M	+2.4%	▲ Add	2
487	SDVY First Trust SMID Cap Rising…	0.0%	$373.15M	9.46M	+6.3%	▲ Add	2
488	IJS iShares S&P Small-Cap 600…	0.0%	$373.00M	3.15M	-2.9%	▼ Trim	2
489	CARR Carrier Global Corporation	0.0%	$371.23M	6.59M	+14.4%	▲ Add	2
490	MGC Vanguard Morningstar Mega…	0.0%	$369.13M	1.56M	+0.4%	▲ Add	2
491	SPHQ Invesco S&P 500 Quality ETF	0.0%	$367.92M	4.89M	-0.7%	▼ Trim	2
492	EXPD Expeditors International of…	0.0%	$367.32M	2.56M	-2.9%	▼ Trim	2
493	QSR Restaurant Brands…	0.0%	$364.52M	4.93M	+143.9%	▲ Add	2
494	XYZ Block, Inc.	0.0%	$364.12M	6.05M	+12.1%	▲ Add	2
495	VOX Vanguard Communication…	0.0%	$363.72M	2.02M	+12.7%	▲ Add	2
496	IJK iShares S&P Mid-Cap 400…	0.0%	$363.52M	3.61M	-0.3%	▼ Trim	2
497	SNA Snap-on Incorporated	0.0%	$363.04M	999.50K	+0.4%	▲ Add	2
498	CRUX Columbia Core Bond ETF	0.0%	$360.47M	12.00M	Mới	New	1
499	AVB AvalonBay Communities, Inc.	0.0%	$360.07M	2.20M	+10.8%	▲ Add	2
500	SPMO Invesco S&P 500 Momentum ETF	0.0%	$359.80M	3.21M	-3.0%	▼ Trim	2

Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CRUX Columbia Core Bond ETF	12.00M	n/a	Mới	$360.47M	0.0%
SUNB Sunbelt Rentals…	1.79M	n/a	Mới	$116.67M	0.0%
PNFP Pinnacle Financial…	728.07K	n/a	Mới	$62.72M	0.0%
MDA MDA Space Ltd	1.68M	n/a	Mới	$42.41M	0.0%
HSUN	1.22M	n/a	Mới	$42.41M	0.0%
AGIX	800.00K	n/a	Mới	$26.22M	0.0%
VSNT Versant Media Group…	683.88K	n/a	Mới	$25.32M	0.0%
INDV Indivior…	667.13K	n/a	Mới	$20.33M	0.0%
SECU	400.01K	n/a	Mới	$19.93M	0.0%
SAMT	488.76K	n/a	Mới	$19.19M	0.0%
BKGI	405.46K	n/a	Mới	$18.06M	0.0%
HSLV	1.93M	n/a	Mới	$11.32M	0.0%
FPS Forgent Power…	369.26K	n/a	Mới	$10.81M	0.0%
SCZMD	1.03M	n/a	Mới	$8.80M	0.0%
JEMA JPMorgan ActiveBuilders…	133.16K	n/a	Mới	$6.93M	0.0%
BTSGU	46.67K	n/a	Mới	$6.63M	0.0%
PPLC	128.32K	n/a	Mới	$6.58M	0.0%
MAKO	989.42K	n/a	Mới	$6.32M	0.0%
MBBA	102.12K	n/a	Mới	$5.08M	0.0%
MANE Veradermics…	65.67K	n/a	Mới	$4.15M	0.0%
JAN Janus Living, Inc.	168.19K	n/a	Mới	$3.96M	0.0%
BOBS	334.54K	n/a	Mới	$3.93M	0.0%
EMEQ	75.89K	n/a	Mới	$3.42M	0.0%
GSEE	57.69K	n/a	Mới	$3.37M	0.0%
SMTH ALPS Funds Smith Core…	116.20K	n/a	Mới	$2.99M	0.0%
DFTX Definium Therapeutics…	158.34K	n/a	Mới	$2.99M	0.0%
ATAI Atai Beckley Inc.	819.66K	n/a	Mới	$2.90M	0.0%
YSS York Space Systems, Inc.	110.85K	n/a	Mới	$2.46M	0.0%
RCLR	50.00K	n/a	Mới	$2.46M	0.0%
AWP	209.86K	n/a	Mới	$2.32M	0.0%
URSP	50.00K	n/a	Mới	$2.02M	0.0%
HECA	65.00K	n/a	Mới	$1.88M	0.0%
QLTY	51.48K	n/a	Mới	$1.86M	0.0%
EQPT EquipmentShare.com Inc.	91.27K	n/a	Mới	$1.86M	0.0%
ZECP	54.17K	n/a	Mới	$1.83M	0.0%
RNA	136.25K	n/a	Mới	$1.82M	0.0%
XXI	276.25K	n/a	Mới	$1.77M	0.0%
RKLX	59.49K	n/a	Mới	$1.52M	0.0%
TRUC	61.02K	n/a	Mới	$1.47M	0.0%
QQHG	25.00K	n/a	Mới	$1.46M	0.0%
HELS	60.00K	n/a	Mới	$1.42M	0.0%
MINE	426.02K	n/a	Mới	$1.32M	0.0%
AKTS	69.93K	n/a	Mới	$1.25M	0.0%
BSCZ	59.97K	n/a	Mới	$1.23M	0.0%
OFRM	71.89K	n/a	Mới	$1.18M	0.0%
BCAR	100.00K	n/a	Mới	$1.01M	0.0%
MWH	31.68K	n/a	Mới	$951,440	0.0%
EIKN	86.13K	n/a	Mới	$911,298	0.0%
MRVU	25.00K	n/a	Mới	$840,650	0.0%
APC	43.67K	n/a	Mới	$781,184	0.0%
BMOP BNY Mellon Municipal…	30.84K	n/a	Mới	$759,614	0.0%
NGEN	200.66K	n/a	Mới	$756,473	0.0%
MMED MiniMed Group, Inc.…	50.06K	n/a	Mới	$746,940	0.0%
SATA Strive Inc. Perp. Pfd.…	72.89K	n/a	Mới	$730,347	0.0%
SGP	28.02K	n/a	Mới	$725,998	0.0%
PYPU	25.00K	n/a	Mới	$649,725	0.0%
ADBU	25.00K	n/a	Mới	$643,825	0.0%
VMET	65.60K	n/a	Mới	$623,856	0.0%
TXNU	25.00K	n/a	Mới	$618,825	0.0%
PNI	89.56K	n/a	Mới	$613,479	0.0%
UNHU	25.00K	n/a	Mới	$613,000	0.0%
JPY	18.00K	n/a	Mới	$592,596	0.0%
AZ	83.55K	n/a	Mới	$557,265	0.0%
ASMU	25.00K	n/a	Mới	$522,250	0.0%
HEGD	19.57K	n/a	Mới	$483,428	0.0%
EVSM	9.37K	n/a	Mới	$470,280	0.0%
GENB	34.20K	n/a	Mới	$427,450	0.0%
CMTV	13.37K	n/a	Mới	$415,931	0.0%
NBCM	13.69K	n/a	Mới	$383,661	0.0%
PHEQ	11.74K	n/a	Mới	$375,303	0.0%
FBCV	9.86K	n/a	Mới	$354,835	0.0%
VTIX	52.28K	n/a	Mới	$353,915	0.0%
BABU	25.00K	n/a	Mới	$339,875	0.0%
SOFA	25.00K	n/a	Mới	$334,425	0.0%
CEPV	32.87K	n/a	Mới	$332,007	0.0%
BTGO	39.77K	n/a	Mới	$327,340	0.0%
SAGP	9.03K	n/a	Mới	$309,846	0.0%
GXPS	11.18K	n/a	Mới	$294,109	0.0%
VEXC	3.56K	n/a	Mới	$289,504	0.0%
PJUN	5.80K	n/a	Mới	$242,423	0.0%
DECW	7.07K	n/a	Mới	$236,242	0.0%
PFEB	5.85K	n/a	Mới	$234,585	0.0%
IMF	4.31K	n/a	Mới	$218,830	0.0%
BWAY	15.50K	n/a	Mới	$205,942	0.0%
GMTL	11.66K	n/a	Mới	$203,834	0.0%
PLYX	25.88K	n/a	Mới	$195,660	0.0%
BBHL	12.80K	n/a	Mới	$192,241	0.0%
REGS	15.48K	n/a	Mới	$150,630	0.0%
QNC	63.02K	n/a	Mới	$144,318	0.0%
BMM	20.70K	n/a	Mới	$135,391	0.0%
TOYO	18.37K	n/a	Mới	$134,623	0.0%
EMAT	16.43K	n/a	Mới	$124,673	0.0%
ADUR	11.68K	n/a	Mới	$122,523	0.0%
GITS	53.21K	n/a	Mới	$118,649	0.0%
CCIX	10.06K	n/a	Mới	$107,441	0.0%
FCHL	51.33K	n/a	Mới	$105,220	0.0%
INFQ Infleqtion Inc	10.00K	n/a	Mới	$98,100	0.0%
MRLN	11.47K	n/a	Mới	$84,275	0.0%
VHUB	76.27K	n/a	Mới	$47,061	0.0%
CNTB	15.67K	n/a	Mới	$41,063	0.0%
VIOT	30.43K	n/a	Mới	$33,775	0.0%
ORGN	11.30K	n/a	Mới	$25,764	0.0%
WNW	234.95K	n/a	Mới	$19,031	0.0%
YTRA	15.55K	n/a	Mới	$17,265	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
NVDA NVIDIA Corporation	191.20M	187.18M	+2.1%	$33.35B	2.4%
VUG Vanguard Morningstar…	54.65M	47.88M	+14.1%	$23.87B	1.7%
SPY State Street SPDR S&P…	32.28M	30.80M	+4.8%	$20.99B	1.5%
AVGO Broadcom Inc.	58.74M	57.84M	+1.6%	$18.18B	1.3%
AMZN Amazon.com, Inc.	84.18M	84.16M	0.0%	$17.53B	1.3%
JPM JPMorgan Chase & Co.	65.66M	56.72M	+15.8%	$19.31B	1.4%
VOO Vanguard S&P 500 ETF	27.44M	27.09M	+1.3%	$16.40B	1.2%
IEMG iShares Core MSCI…	219.87M	173.23M	+26.9%	$15.34B	1.1%
META Meta Platforms, Inc.	21.04M	18.36M	+14.6%	$12.04B	0.9%
LLY Eli Lilly and Company	11.13M	11.11M	+0.2%	$10.23B	0.7%
VGT Vanguard Information…	15.11M	14.86M	+1.6%	$10.54B	0.8%
GOVT iShares U.S. Treasury…	474.77M	394.71M	+20.3%	$10.88B	0.8%
VCIT Vanguard…	118.46M	84.85M	+39.6%	$9.80B	0.7%
VONG Vanguard Russell 1000…	76.12M	51.26M	+48.5%	$8.35B	0.6%
IUSG iShares Core S&P U.S.…	52.77M	43.51M	+21.3%	$8.19B	0.6%
VWO Vanguard FTSE Emerging…	144.81M	117.53M	+23.2%	$7.83B	0.6%
COST Costco Wholesale…	7.52M	6.74M	+11.5%	$7.49B	0.5%
AGG iShares Core U.S.…	69.66M	53.74M	+29.6%	$6.92B	0.5%
VCSH Vanguard Short-Term…	75.63M	71.25M	+6.1%	$5.99B	0.4%
CVX Chevron Corporation	27.63M	26.30M	+5.1%	$5.72B	0.4%
NFLX Netflix, Inc.	57.94M	55.57M	+4.3%	$5.57B	0.4%
BLK BlackRock, Inc.	5.23M	5.20M	+0.7%	$5.03B	0.4%
HD The Home Depot, Inc.	16.31M	16.06M	+1.6%	$5.37B	0.4%
GS The Goldman Sachs…	6.46M	5.98M	+8.0%	$5.46B	0.4%
VO Vanguard Morningstar…	18.13M	18.13M	0.0%	$5.21B	0.4%
VGIT Vanguard…	83.05M	51.41M	+61.5%	$4.95B	0.4%
RSP Invesco S&P 500 Equal…	25.37M	21.80M	+16.4%	$4.87B	0.4%
WFC Wells Fargo & Company	51.97M	51.28M	+1.4%	$4.14B	0.3%
VTI Vanguard Morningstar…	14.29M	14.19M	+0.7%	$4.58B	0.3%
XLV State Street Health…	31.02M	27.76M	+11.7%	$4.55B	0.3%
MUB iShares National Muni…	42.11M	37.35M	+12.8%	$4.47B	0.3%
IBM International Business…	16.06M	15.01M	+7.0%	$3.89B	0.3%
XLF State Street Financial…	85.98M	80.61M	+6.7%	$4.24B	0.3%
ETN Eaton Corporation plc	12.08M	11.52M	+4.9%	$4.32B	0.3%
WELL Welltower Inc.	21.75M	20.40M	+6.6%	$4.30B	0.3%
IJR iShares Core S&P…	33.82M	33.61M	+0.6%	$4.20B	0.3%
AZN AstraZeneca PLC	19.06M	26.36M	+44.6% ✂	$3.76B	0.3%
MRK Merck & Co., Inc.	30.77M	27.85M	+10.5%	$3.70B	0.3%
T AT&T Inc.	125.19M	119.74M	+4.5%	$3.63B	0.3%
PANW Palo Alto Networks, Inc.	22.48M	19.38M	+16.0%	$3.60B	0.3%
UNP Union Pacific…	14.46M	12.38M	+16.8%	$3.51B	0.3%
WT WisdomTree, Inc.	58.34M	53.35M	+9.3%	$3.41B	0.2%
XLK State Street Technology…	23.87M	23.65M	+0.9%	$3.17B	0.2%
KO The Coca-Cola Company	44.02M	40.18M	+9.6%	$3.35B	0.2%
PEP PepsiCo, Inc.	21.28M	21.15M	+0.6%	$3.31B	0.2%
ADI Analog Devices, Inc.	10.22M	9.72M	+5.2%	$3.25B	0.2%
UNH UnitedHealth Group…	11.71M	9.62M	+21.8%	$3.17B	0.2%
USIG iShares Broad USD…	61.67M	50.59M	+21.9%	$3.16B	0.2%
VFH Vanguard Financials ETF	23.95M	23.57M	+1.6%	$2.89B	0.2%
VZ Verizon Communications…	62.10M	53.81M	+15.4%	$3.12B	0.2%
C Citigroup Inc.	26.87M	26.14M	+2.8%	$3.05B	0.2%
MS Morgan Stanley	16.33M	16.24M	+0.5%	$2.69B	0.2%
PM Philip Morris…	17.23M	15.38M	+12.0%	$2.85B	0.2%
LQD iShares iBoxx $…	25.80M	22.81M	+13.1%	$2.81B	0.2%
PLTR Palantir Technologies…	18.84M	14.64M	+28.7%	$2.76B	0.2%
TIP iShares TIPS Bond ETF	24.33M	20.60M	+18.1%	$2.69B	0.2%
EMR Emerson Electric Co.	19.94M	17.64M	+13.1%	$2.61B	0.2%
VEU Vanguard FTSE All-World…	34.57M	33.09M	+4.5%	$2.60B	0.2%
FCX Freeport-McMoRan Inc.	42.35M	35.30M	+20.0%	$2.49B	0.2%
HWM Howmet Aerospace Inc.	10.73M	10.55M	+1.7%	$2.47B	0.2%
CRM Salesforce, Inc.	11.72M	9.16M	+28.0%	$2.19B	0.2%
BA The Boeing Company	11.73M	11.13M	+5.4%	$2.31B	0.2%
MDT Medtronic plc	26.02M	24.67M	+5.4%	$2.25B	0.2%
DELL Dell Technologies Inc.	14.39M	13.38M	+7.5%	$2.36B	0.2%
XEL Xcel Energy Inc.	29.44M	27.80M	+5.9%	$2.34B	0.2%
AVEM Avantis Emerging…	28.68M	19.77M	+45.1%	$2.31B	0.2%
TXN Texas Instruments…	11.86M	11.58M	+2.4%	$2.30B	0.2%
IVW iShares S&P 500 Growth…	19.78M	18.55M	+6.6%	$2.24B	0.2%
GEV GE Vernova Inc.	2.60M	2.16M	+20.1%	$2.27B	0.2%
IEF iShares 7-10 Year…	22.90M	13.49M	+69.8%	$2.19B	0.2%
GE GE Aerospace	7.66M	6.97M	+10.0%	$2.18B	0.2%
EEM iShares MSCI Emerging…	37.34M	30.41M	+22.8%	$2.12B	0.2%
KMI Kinder Morgan, Inc.	62.02M	61.18M	+1.4%	$2.08B	0.2%
HON Honeywell International…	9.12M	9.09M	+0.3%	$2.06B	0.2%
ASML ASML Holding N.V.	1.56M	1.54M	+1.2%	$2.06B	0.2%
JAAA Janus Henderson AAA CLO…	40.38M	30.18M	+33.8%	$2.03B	0.1%
XLP State Street Consumer…	24.70M	23.43M	+5.4%	$2.03B	0.1%
VXUS Vanguard Total…	26.20M	19.94M	+31.4%	$2.02B	0.1%
IVE iShares S&P 500 Value…	9.46M	9.28M	+2.0%	$2.00B	0.1%
XLI State Street Industrial…	12.33M	11.84M	+4.2%	$1.99B	0.1%
ESGU iShares ESG Aware MSCI…	13.80M	13.34M	+3.5%	$1.95B	0.1%
ISRG Intuitive Surgical, Inc.	3.62M	3.50M	+3.3%	$1.67B	0.1%
BMY Bristol-Myers Squibb…	32.64M	15.11M	+116.0%	$1.98B	0.1%
ETR Entergy Corporation	17.37M	16.50M	+5.3%	$1.95B	0.1%
PWR Quanta Services, Inc.	3.44M	3.27M	+5.4%	$1.89B	0.1%
BND Vanguard Total Bond…	25.67M	23.95M	+7.2%	$1.89B	0.1%
VYM Vanguard High Dividend…	12.76M	12.53M	+1.8%	$1.89B	0.1%
XBI State Street SPDR S&P…	14.52M	12.82M	+13.3%	$1.85B	0.1%
IWB iShares Russell 1000 ETF	5.16M	4.91M	+4.9%	$1.84B	0.1%
HLT Hilton Worldwide…	5.95M	5.91M	+0.7%	$1.81B	0.1%
HPE Hewlett Packard…	74.20M	72.54M	+2.3%	$1.77B	0.1%
BIL State Street SPDR…	18.87M	16.43M	+14.8%	$1.73B	0.1%
BX Blackstone Inc.	11.54M	11.15M	+3.5%	$1.33B	0.1%
ACN Accenture plc	6.53M	6.39M	+2.2%	$1.30B	0.1%
DLR Digital Realty Trust…	9.47M	8.94M	+6.0%	$1.71B	0.1%
QUAL iShares MSCI USA…	8.74M	6.38M	+36.9%	$1.68B	0.1%
PVAL Putnam Focused Large…	35.91M	24.21M	+48.4%	$1.67B	0.1%
PNC The PNC Financial…	7.99M	7.51M	+6.4%	$1.66B	0.1%
ALL The Allstate Corporation	7.91M	7.32M	+8.2%	$1.64B	0.1%
CB Chubb Limited	4.91M	4.76M	+3.1%	$1.60B	0.1%
SPG Simon Property Group…	8.50M	8.01M	+6.1%	$1.59B	0.1%
DE Deere & Company	2.78M	2.77M	+0.3%	$1.57B	0.1%
COF Capital One Financial…	6.74M	6.45M	+4.6%	$1.23B	0.1%
SCHW The Charles Schwab…	15.62M	15.09M	+3.5%	$1.47B	0.1%
HYG iShares iBoxx $ High…	18.91M	11.12M	+70.0%	$1.50B	0.1%
MLM Martin Marietta…	2.40M	2.38M	+0.9%	$1.41B	0.1%
SBUX Starbucks Corporation	15.76M	14.46M	+9.0%	$1.41B	0.1%
EWY iShares MSCI South…	10.93M	5.40M	+102.5%	$1.34B	0.1%
MCK McKesson Corporation	1.54M	1.50M	+2.4%	$1.33B	0.1%
COR Cencora, Inc.	4.14M	3.87M	+6.9%	$1.30B	0.1%
PAVE Global X - U.S.…	25.50M	24.60M	+3.7%	$1.30B	0.1%
SHY iShares 1-3 Year…	15.65M	12.20M	+28.3%	$1.29B	0.1%
APD Air Products and…	4.44M	3.89M	+14.3%	$1.29B	0.1%
XLU State Street Utilities…	28.04M	26.99M	+3.9%	$1.29B	0.1%
KKR KKR & Co. Inc.	10.60M	10.04M	+5.5%	$980.65M	0.1%
PZA Invesco National…	55.15M	52.19M	+5.7%	$1.27B	0.1%
VLO Valero Energy…	5.03M	4.52M	+11.4%	$1.24B	0.1%
IBB iShares Biotechnology…	7.26M	6.55M	+10.8%	$1.23B	0.1%
VIS Vanguard Industrials ETF	3.93M	3.91M	+0.3%	$1.23B	0.1%
SGOV iShares 0-3 Month…	12.17M	10.75M	+13.2%	$1.23B	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
MSFT Microsoft Corporation	70.77M	73.12M	-3.2%	$26.20B	1.9%
AAPL Apple Inc.	120.73M	123.61M	-2.3%	$30.64B	2.2%
VTV Vanguard Morningstar…	131.68M	136.15M	-3.3%	$25.84B	1.9%
GOOGL Alphabet Inc.	68.77M	69.11M	-0.5%	$19.78B	1.4%
IEFA iShares Core MSCI EAFE…	203.09M	227.76M	-10.8%	$18.39B	1.3%
IVV iShares Core S&P 500 ETF	20.08M	21.70M	-7.5%	$13.12B	1.0%
IWF iShares Russell 1000…	27.67M	28.02M	-1.3%	$11.80B	0.9%
VEA Vanguard FTSE Developed…	198.68M	205.76M	-3.4%	$12.73B	0.9%
QQQ Invesco QQQ Trust…	17.25M	19.55M	-11.7%	$9.96B	0.7%
XONA.DE Exxon Mobil Corporation	68.48M	75.15M	-8.9%	$11.62B	0.8%
IWD iShares Russell 1000…	46.14M	52.26M	-11.7%	$9.86B	0.7%
IWM iShares Russell 2000 ETF	41.60M	43.75M	-4.9%	$10.32B	0.8%
GOOG Alphabet Inc.	32.32M	32.55M	-0.7%	$9.27B	0.7%
TLT iShares 20+ Year…	84.60M	109.06M	-22.4%	$7.33B	0.5%
TSLA Tesla, Inc.	18.96M	20.76M	-8.6%	$7.05B	0.5%
IUSV iShares Core S&P U.S.…	83.37M	83.40M	0.0%	$8.53B	0.6%
V Visa Inc.	22.88M	23.84M	-4.0%	$6.92B	0.5%
WMT Walmart Inc.	65.84M	69.20M	-4.8%	$8.18B	0.6%
BNDX Vanguard Total…	125.01M	141.42M	-11.6%	$6.01B	0.4%
MBB iShares MBS ETF	66.21M	71.05M	-6.8%	$6.29B	0.5%
IWR iShares Russell Mid-Cap…	65.88M	66.57M	-1.0%	$6.41B	0.5%
JNJ Johnson & Johnson	25.52M	28.33M	-9.9%	$6.24B	0.5%
VB Vanguard Morningstar…	21.63M	23.43M	-7.7%	$5.67B	0.4%
ABBV AbbVie Inc.	23.94M	25.82M	-7.3%	$5.21B	0.4%
VIG Vanguard Dividend…	21.68M	24.74M	-12.4%	$4.66B	0.3%
XLC State Street…	43.94M	44.90M	-2.1%	$4.87B	0.4%
RTX RTX Corporation	25.39M	25.48M	-0.3%	$4.90B	0.4%
TSM Taiwan Semiconductor…	14.11M	15.90M	-11.3%	$4.77B	0.3%
GLD SPDR Gold Shares	11.06M	11.34M	-2.5%	$4.76B	0.3%
XLY State Street Consumer…	38.98M	39.21M	-0.6%	$4.25B	0.3%
IJH iShares Core S&P…	67.16M	69.10M	-2.8%	$4.54B	0.3%
SMH VanEck Semiconductor ETF	10.46M	12.17M	-14.1%	$4.01B	0.3%
BRK-B Berkshire Hathaway Inc.	8.65M	8.69M	-0.5%	$4.15B	0.3%
IDEV iShares Core MSCI…	49.63M	52.48M	-5.4%	$4.15B	0.3%
SPYM State Street SPDR…	36.17M	53.85M	-32.8%	$2.77B	0.2%
PG The Procter & Gamble…	26.34M	28.78M	-8.5%	$3.80B	0.3%
TJX The TJX Companies, Inc.	25.21M	25.62M	-1.6%	$4.03B	0.3%
CSCO Cisco Systems, Inc.	51.85M	52.15M	-0.6%	$4.02B	0.3%
CAT Caterpillar Inc.	5.68M	6.74M	-15.8%	$4.02B	0.3%
EFA iShares MSCI EAFE ETF	39.63M	40.22M	-1.4%	$3.85B	0.3%
MCD McDonald's Corporation	12.16M	12.42M	-2.1%	$3.78B	0.3%
PH Parker-Hannifin…	3.48M	3.93M	-11.3%	$3.12B	0.2%
TMO Thermo Fisher…	5.53M	5.95M	-6.9%	$2.72B	0.2%
VBR Vanguard Morningstar…	13.40M	16.00M	-16.2%	$2.91B	0.2%
WMB The Williams Companies…	44.46M	46.05M	-3.5%	$3.24B	0.2%
VBK Vanguard Morningstar…	8.44M	10.26M	-17.7%	$2.55B	0.2%
ORCL Oracle Corporation	15.38M	15.83M	-2.8%	$2.26B	0.2%
PGR The Progressive…	12.87M	13.40M	-3.9%	$2.55B	0.2%
MA Mastercard Incorporated	5.09M	5.34M	-4.7%	$2.54B	0.2%
SCHO Schwab Short-Term U.S.…	110.72M	122.50M	-9.6%	$2.69B	0.2%
APH Amphenol Corporation	20.68M	21.96M	-5.8%	$2.61B	0.2%
VTWO Vanguard Russell 2000…	23.84M	29.52M	-19.3%	$2.39B	0.2%
NEE NextEra Energy, Inc.	31.53M	32.63M	-3.4%	$2.92B	0.2%
AXP American Express Company	7.35M	7.85M	-6.3%	$2.22B	0.2%
GD General Dynamics…	8.13M	8.55M	-4.9%	$2.79B	0.2%
GILD Gilead Sciences, Inc.	19.98M	23.12M	-13.6%	$2.78B	0.2%
VMBS Vanguard…	56.31M	59.77M	-5.8%	$2.64B	0.2%
MU Micron Technology, Inc.	8.04M	8.49M	-5.4%	$2.72B	0.2%
AMD Advanced Micro Devices…	10.16M	12.65M	-19.7%	$2.07B	0.2%
IAU iShares Gold Trust	28.29M	30.27M	-6.5%	$2.49B	0.2%
ABT Abbott Laboratories	19.28M	19.83M	-2.8%	$1.98B	0.1%
APP AppLovin Corporation	3.16M	3.61M	-12.6%	$1.26B	0.1%
XLE State Street Energy…	39.65M	45.16M	-12.2%	$2.43B	0.2%
BSX Boston Scientific…	22.76M	25.12M	-9.4%	$1.43B	0.1%
OEF iShares S&P 100 ETF	6.93M	6.98M	-0.6%	$2.21B	0.2%
SPGI S&P Global Inc.	4.45M	4.55M	-2.2%	$1.89B	0.1%
COWZ Pacer US Cash Cows 100…	36.33M	38.66M	-6.0%	$2.27B	0.2%
JCI Johnson Controls…	17.74M	19.15M	-7.4%	$2.32B	0.2%
VONV Vanguard Russell 1000…	22.99M	25.01M	-8.1%	$2.16B	0.2%
WDC Western Digital…	8.49M	12.04M	-29.5%	$2.30B	0.2%
LRCX Lam Research Corporation	10.66M	11.26M	-5.3%	$2.28B	0.2%
LOW Lowe's Companies, Inc.	8.49M	9.32M	-8.9%	$2.01B	0.1%
QCOM QUALCOMM Incorporated	10.48M	12.47M	-16.0%	$1.35B	0.1%
VRT Vertiv Holdings Co	8.42M	9.23M	-8.8%	$2.11B	0.2%
DIS The Walt Disney Company	17.82M	17.94M	-0.7%	$1.72B	0.1%
ROST Ross Stores, Inc.	9.42M	9.78M	-3.7%	$2.04B	0.1%
BNY Bank of New York Mellon…	16.66M	16.87M	-1.2%	$1.98B	0.1%
GLW Corning Inc	14.50M	17.38M	-16.6%	$1.97B	0.1%
KLAC KLA Corporation	1.31M	1.50M	-12.6%	$1.92B	0.1%
TFC Truist Financial…	37.92M	38.41M	-1.3%	$1.74B	0.1%
SHOP Shopify Inc.	11.18M	11.48M	-2.6%	$1.33B	0.1%
AMAT Applied Materials, Inc.	5.39M	6.87M	-21.6%	$1.84B	0.1%
JEPI JPMorgan Equity Premium…	31.00M	31.82M	-2.6%	$1.76B	0.1%
COP ConocoPhillips	12.75M	19.38M	-34.2%	$1.68B	0.1%
AMGN Amgen Inc.	5.12M	5.54M	-7.5%	$1.80B	0.1%
NOC Northrop Grumman…	2.64M	2.74M	-3.4%	$1.80B	0.1%
CSX CSX Corporation	42.16M	46.57M	-9.5%	$1.73B	0.1%
LIN Linde plc	3.40M	3.81M	-10.8%	$1.68B	0.1%
LMT Lockheed Martin…	2.70M	2.99M	-10.0%	$1.63B	0.1%
SYK Stryker Corporation	4.11M	4.42M	-7.0%	$1.35B	0.1%
UBER Uber Technologies, Inc.	16.33M	18.77M	-13.0%	$1.17B	0.1%
DHR Danaher Corporation	6.25M	6.60M	-5.3%	$1.19B	0.1%
ADP Automatic Data…	5.26M	5.87M	-10.4%	$1.07B	0.1%
NOW ServiceNow, Inc.	7.08M	9.66M	-26.7%	$740.40M	0.1%
IWN iShares Russell 2000…	6.12M	7.88M	-22.3%	$1.16B	0.1%
PCAR PACCAR Inc	11.63M	12.79M	-9.1%	$1.34B	0.1%
TEL TE Connectivity plc	5.95M	6.15M	-3.2%	$1.24B	0.1%
PLD Prologis, Inc.	10.31M	10.86M	-5.1%	$1.36B	0.1%
PEG Public Service…	14.25M	17.13M	-16.8%	$1.15B	0.1%
DGRO iShares Core Dividend…	19.39M	19.76M	-1.9%	$1.36B	0.1%
SYF Synchrony Financial	16.06M	16.16M	-0.6%	$1.09B	0.1%
IWO iShares Russell 2000…	3.47M	4.15M	-16.4%	$1.09B	0.1%
VRTX Vertex Pharmaceuticals…	2.88M	2.94M	-2.0%	$1.29B	0.1%
STX Seagate Technology…	3.38M	4.28M	-21.0%	$1.32B	0.1%
PFE Pfizer Inc.	46.55M	48.78M	-4.6%	$1.31B	0.1%
SCHD Schwab U.S. Dividend…	30.86M	46.95M	-34.3%	$946.85M	0.1%
INTU Intuit Inc.	1.77M	1.94M	-8.6%	$764.88M	0.1%
MDY State Street SPDR S&P…	2.05M	2.12M	-3.4%	$1.26B	0.1%
RACE Ferrari N.V.	876.96K	3.35M	-73.8%	$296.81M	0.0%
MDLZ Mondelez International…	20.35M	22.88M	-11.1%	$1.17B	0.1%
PPA Invesco Aerospace &…	7.42M	7.72M	-3.8%	$1.23B	0.1%
USMV iShares MSCI USA Min…	12.78M	13.02M	-1.9%	$1.18B	0.1%
DVY iShares Select Dividend…	8.07M	8.17M	-1.3%	$1.22B	0.1%
USHY iShares Broad USD High…	21.29M	32.52M	-34.5%	$784.15M	0.1%
IQLT iShares MSCI Intl…	7.77M	26.35M	-70.5%	$359.36M	0.0%
TTE TotalEnergies SE	11.75M	18.22M	-35.5%	$1.07B	0.1%
SPOT Spotify Technology S.A.	1.76M	2.00M	-12.2%	$853.29M	0.1%
CRWD CrowdStrike Holdings…	2.38M	2.43M	-2.1%	$928.25M	0.1%
SPHY State Street SPDR…	28.50M	46.94M	-39.3%	$664.67M	0.0%
CIBR First Trust Nasdaq…	14.45M	15.46M	-6.5%	$905.80M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CYBR CyberArk Software Ltd.	n/a	972.33K	Thoát	$433.72M	0.0%
XOVR	n/a	18.03M	Thoát	$363.19M	0.0%
QGEN Qiagen N.V.	n/a	3.67M	Thoát	$164.86M	0.0%
DAY Dayforce Inc	n/a	1.37M	Thoát	$94.54M	0.0%
EXAS Exact Sciences…	n/a	844.23K	Thoát	$85.74M	0.0%
NGD New Gold Inc.	n/a	8.82M	Thoát	$76.87M	0.0%
CFLT Confluent, Inc.	n/a	1.74M	Thoát	$52.70M	0.0%
RNAM Avidity Biosciences Inc	n/a	706.66K	Thoát	$50.97M	0.0%
CADE Cadence Bank	n/a	1.18M	Thoát	$50.70M	0.0%
CDTX Cidara Therapeutics…	n/a	207.84K	Thoát	$45.91M	0.0%
CMA Comerica Incorporated	n/a	455.62K	Thoát	$39.61M	0.0%
FYBR Frontier Communications…	n/a	921.84K	Thoát	$35.09M	0.0%
HI Hillenbrand, Inc.	n/a	1.03M	Thoát	$32.76M	0.0%
SNV Synovus Financial Corp.	n/a	585.02K	Thoát	$29.28M	0.0%
CLOA	n/a	400.00K	Thoát	$20.70M	0.0%
PCH PotlatchDeltic…	n/a	472.21K	Thoát	$18.78M	0.0%
DIAX	n/a	1.12M	Thoát	$17.15M	0.0%
DVAX Dynavax Technologies…	n/a	1.06M	Thoát	$16.26M	0.0%
REVG REV Group, Inc.	n/a	250.18K	Thoát	$15.21M	0.0%
BXMX	n/a	864.35K	Thoát	$12.71M	0.0%
TGNA TEGNA Inc.	n/a	648.21K	Thoát	$12.58M	0.0%
PCI	n/a	175.00K	Thoát	$8.87M	0.0%
NOVTU	n/a	125.00K	Thoát	$6.87M	0.0%
ZLAB Zai Lab Limited	n/a	388.77K	Thoát	$6.86M	0.0%
BFK	n/a	651.30K	Thoát	$6.53M	0.0%
MHN	n/a	595.33K	Thoát	$6.09M	0.0%
GES	n/a	345.22K	Thoát	$5.78M	0.0%
CIL	n/a	97.16K	Thoát	$5.24M	0.0%
ELME Elme Communities	n/a	290.92K	Thoát	$5.06M	0.0%
PRIV	n/a	197.91K	Thoát	$5.03M	0.0%
MVF	n/a	615.47K	Thoát	$4.27M	0.0%
CIVI Civitas Resources, Inc.	n/a	138.64K	Thoát	$3.76M	0.0%
ALEX Alexander & Baldwin…	n/a	169.43K	Thoát	$3.50M	0.0%
HOUS	n/a	230.28K	Thoát	$3.26M	0.0%
VTYX	n/a	316.86K	Thoát	$2.86M	0.0%
TEFOF	n/a	689.75K	Thoát	$2.79M	0.0%
BLE	n/a	252.61K	Thoát	$2.64M	0.0%
CLOZ	n/a	96.74K	Thoát	$2.56M	0.0%
CVAC	n/a	548.37K	Thoát	$2.48M	0.0%
MYD	n/a	206.48K	Thoát	$2.17M	0.0%
MID	n/a	33.02K	Thoát	$2.15M	0.0%
BKN	n/a	187.54K	Thoát	$2.10M	0.0%
FRDM	n/a	40.10K	Thoát	$2.06M	0.0%
MQT	n/a	196.78K	Thoát	$1.98M	0.0%
RAPT	n/a	58.33K	Thoát	$1.98M	0.0%
AGQ ProShares - Ultra Silver	n/a	12.30K	Thoát	$1.91M	0.0%
MRSN	n/a	65.75K	Thoát	$1.90M	0.0%
PLYM	n/a	84.25K	Thoát	$1.84M	0.0%
KNG FT Cboe Vest S&P 500…	n/a	36.06K	Thoát	$1.77M	0.0%
MOFG	n/a	43.42K	Thoát	$1.67M	0.0%
XRLV	n/a	30.84K	Thoát	$1.67M	0.0%
TLRY Tilray Brands, Inc.	n/a	181.25K	Thoát	$1.64M	0.0%
BBU	n/a	44.03K	Thoát	$1.55M	0.0%
TATT	n/a	31.03K	Thoát	$1.39M	0.0%
ELE	n/a	76.73K	Thoát	$1.30M	0.0%
BFZ	n/a	119.20K	Thoát	$1.28M	0.0%
HTZWW	n/a	472.30K	Thoát	$1.27M	0.0%
THS TreeHouse Foods, Inc.	n/a	53.49K	Thoát	$1.26M	0.0%
MUE	n/a	121.10K	Thoát	$1.21M	0.0%
AHL-PD	n/a	32.59K	Thoát	$1.21M	0.0%
FLEE	n/a	32.27K	Thoát	$1.18M	0.0%
OPRA Opera Limited	n/a	82.44K	Thoát	$1.17M	0.0%
BYM	n/a	104.17K	Thoát	$1.14M	0.0%
RERE	n/a	206.59K	Thoát	$1.09M	0.0%
ATXS	n/a	83.04K	Thoát	$1.09M	0.0%
SPXN	n/a	14.54K	Thoát	$1.07M	0.0%
JAMF Jamf Holding Corp.	n/a	82.14K	Thoát	$1.07M	0.0%
CHIQ	n/a	49.15K	Thoát	$1.05M	0.0%
MUNB	n/a	10.00K	Thoát	$1.01M	0.0%
UVXY	n/a	27.07K	Thoát	$972,553	0.0%
JPRE	n/a	18.18K	Thoát	$849,422	0.0%
RNAC	n/a	113.09K	Thoát	$815,393	0.0%
ABFL Abacus FCF Leaders ETF	n/a	11.09K	Thoát	$791,565	0.0%
QAT	n/a	41.62K	Thoát	$783,299	0.0%
ZEUS	n/a	17.32K	Thoát	$741,123	0.0%
GRT-UN.TO Granite Real Estate…	n/a	12.38K	Thoát	$732,773	0.0%
FEUZ	n/a	11.43K	Thoát	$702,025	0.0%
BCYC	n/a	96.40K	Thoát	$682,519	0.0%
SRZN	n/a	29.61K	Thoát	$669,141	0.0%
JSML	n/a	9.02K	Thoát	$663,253	0.0%
RWAY Runway Growth Finance…	n/a	73.22K	Thoát	$653,899	0.0%
FSFG	n/a	20.17K	Thoát	$642,489	0.0%
USAI	n/a	16.77K	Thoát	$639,852	0.0%
INTL	n/a	22.88K	Thoát	$638,497	0.0%
FFSM Fidelity Fundamental…	n/a	20.71K	Thoát	$635,529	0.0%
BITO	n/a	52.20K	Thoát	$634,752	0.0%
JKS JinkoSolar Holding Co.…	n/a	23.26K	Thoát	$600,314	0.0%
FLAX	n/a	20.11K	Thoát	$595,859	0.0%
MCSE	n/a	42.95K	Thoát	$587,253	0.0%
MGNR	n/a	12.97K	Thoát	$571,889	0.0%
TGS	n/a	17.69K	Thoát	$550,044	0.0%
DCBO	n/a	24.77K	Thoát	$549,805	0.0%
MBCN	n/a	15.84K	Thoát	$547,113	0.0%
ACIO	n/a	12.37K	Thoát	$540,569	0.0%
ELA	n/a	38.45K	Thoát	$514,461	0.0%
ULH	n/a	33.72K	Thoát	$512,238	0.0%
THD	n/a	8.28K	Thoát	$494,067	0.0%
IOBTQ	n/a	799.95K	Thoát	$486,371	0.0%
GBIO	n/a	84.84K	Thoát	$481,903	0.0%
TRUE	n/a	205.90K	Thoát	$465,325	0.0%
AVIV	n/a	6.50K	Thoát	$462,853	0.0%
DSM	n/a	73.35K	Thoát	$452,589	0.0%
MVT	n/a	40.48K	Thoát	$437,623	0.0%
FTCI	n/a	39.21K	Thoát	$427,814	0.0%
FRGE	n/a	9.54K	Thoát	$425,013	0.0%
FEMS	n/a	10.09K	Thoát	$424,823	0.0%
XITK	n/a	2.32K	Thoát	$413,312	0.0%
TUYA	n/a	191.56K	Thoát	$404,192	0.0%
EIRL	n/a	5.43K	Thoát	$399,376	0.0%
DENN	n/a	59.25K	Thoát	$368,510	0.0%
KBWR	n/a	5.94K	Thoát	$367,496	0.0%
SNCR	n/a	42.31K	Thoát	$362,175	0.0%
KWT	n/a	9.38K	Thoát	$358,885	0.0%
ONTF	n/a	44.33K	Thoát	$352,836	0.0%
CRDL	n/a	367.45K	Thoát	$350,183	0.0%
WEYS	n/a	10.94K	Thoát	$334,783	0.0%
UPRO ProShares - UltraPro…	n/a	2.82K	Thoát	$326,790	0.0%
PXED	n/a	10.68K	Thoát	$323,543	0.0%
NYCB-PU	n/a	7.75K	Thoát	$310,267	0.0%
EDEN	n/a	2.68K	Thoát	$307,008	0.0%

Tuổi vị thế

1040–1 quý

53622–4 quý

Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
UBS Group AG	5248	60.4%	0.8654	So sánh ⇄
Morgan Stanley	5380	66.2%	0.8464	So sánh ⇄
Rockefeller Capital Management L.P.	4196	70.6%	0.8401	So sánh ⇄
Wells Fargo & Company/Mn	5158	75.4%	0.8118	So sánh ⇄
Fifth Third Bancorp	3856	65.9%	0.7945	So sánh ⇄
Goldman Sachs Group	4413	68.1%	0.7876	So sánh ⇄
Osaic Holdings, Inc.	5188	66.3%	0.7786	So sánh ⇄
Ameriprise Financial Inc	3777	67.1%	0.7755	So sánh ⇄

Sự tương đồng chỉ dựa trên các vị thế long được báo cáo; các công cụ phòng hộ và tài sản ngoài 13F là vô hình. Phương pháp luận

Hồ sơ nộp

Aug 14 2026 13F-HR · kỳ Q2 2026

$1.55T · 18,318 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

May 18 2026 13F-HR · kỳ Q1 2026

$1.37T · 17,872 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Feb 17 2026 13F-HR · kỳ Q4 2025

$1.37T · 28,105 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Feb 03 2026 13F-HR/A · kỳ Q3 2025

$1.47T · 29,308 danh mục nắm giữ được liệt kê · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$1.47T · 29,308 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$1.37T · 28,404 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q1 2026 · hồ sơ mới nhất Aug 14, 2026 · Phương pháp tính thay đổi

☆ Bank Of America Corp /De/

Bank Of America Corp /De/