운용사 기록

Bank Of America Corp /De/

Charlotte, NC · CIK 70858 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$1.55T보고된 13F 가치

18,318포지션

18.0%상위 10개 비중

168.40유효 보유 종목

4.0%추정 회전율

+175신규

−188청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다.

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 51.1% (-0.7pp)

기술 18.7% (+3.4pp)

산업재 5.9% (-0.1pp)

헬스케어 5.5% (-0.4pp)

경기소비재 4.9% (-0.2pp)

커뮤니케이션 서비스 4.4% (-0.3pp)

필수소비재 2.8% (-0.3pp)

에너지 2.4% (-0.8pp)

유틸리티 1.5% (-0.2pp)

기초소재 1.5% (-0.2pp)

부동산 1.4% (-0.1pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q2 2026

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	VTV Vanguard Morningstar Value…	1.9%	$24.70B	113.32M	+2.1%	▲ Add	3+
2	VUG Vanguard Morningstar Growth…	1.9%	$23.78B	276.07M	+2.0% ✂	▲ Add	3+
3	NVDA NVIDIA Corporation	2.5%	$17.73B	88.61M	+2.2%	▲ Add	3+
4	AAPL Apple Inc.	2.4%	$15.05B	52.00M	+5.9%	▲ Add	3+
5	IEMG iShares Core MSCI Emerging…	1.2%	$14.78B	178.47M	+1.0%	▲ Add	3+
6	IEFA iShares Core MSCI EAFE ETF	1.3%	$14.43B	149.39M	+0.8%	▲ Add	3+
7	GOOGL Alphabet Inc.	1.7%	$12.70B	35.54M	+5.3%	▲ Add	3+
8	MSFT Microsoft Corporation	1.8%	$12.08B	32.37M	+3.6%	▲ Add	3+
9	VOO Vanguard S&P 500 ETF	1.2%	$11.35B	16.52M	+1.5%	▲ Add	3+
10	SPY State Street SPDR S&P 500…	1.5%	$11.09B	14.86M	-4.6%	▼ Trim	3+
11	VGT Vanguard Information…	0.9%	$10.94B	91.54M	-4.0% ✂	▼ Trim	3+
12	AAPL Apple Inc.	2.4%	$10.07B	34.81M	+5.9%	▲ Add	3+
13	IVV iShares Core S&P 500 ETF	1.1%	$9.96B	13.31M	+10.3%	▲ Add	3+
14	JPM JPMorgan Chase & Co.	1.5%	$9.95B	30.41M	+6.1%	▲ Add	3+
15	AMZN Amazon.com, Inc.	1.4%	$9.92B	41.61M	+10.7%	▲ Add	3+
16	GOVT iShares U.S. Treasury Bond…	0.7%	$9.82B	431.03M	+2.9%	▲ Add	3+
17	AAPL Apple Inc.	2.4%	$9.78B	33.82M	+5.9%	▲ Add	3+
18	IUSG iShares Core S&P U.S.…	0.6%	$9.67B	51.40M	+1.4%	▲ Add	3+
19	AVGO Broadcom Inc.	1.5%	$9.51B	25.16M	+4.6%	▲ Add	3+
20	NVDA NVIDIA Corporation	2.5%	$9.49B	47.41M	+2.2%	▲ Add	3+
21	NVDA NVIDIA Corporation	2.5%	$9.24B	46.18M	+2.2%	▲ Add	3+
22	IUSV iShares Core S&P U.S. Value…	0.6%	$9.22B	83.68M	+4.5%	▲ Add	3+
23	VCIT Vanguard Intermediate-Term…	0.6%	$8.48B	102.63M	+1.9%	▲ Add	3+
24	VONG Vanguard Russell 1000…	0.6%	$8.31B	65.01M	-0.8%	▼ Trim	3+
25	IWF iShares Russell 1000 Growth…	0.9%	$8.20B	66.04M	-2.1% ✂	▼ Trim	3+
26	IWD iShares Russell 1000 Value…	0.7%	$7.87B	32.45M	-3.1%	▼ Trim	3+
27	MSFT Microsoft Corporation	1.8%	$7.28B	19.52M	+3.6%	▲ Add	3+
28	JPM JPMorgan Chase & Co.	1.5%	$7.28B	22.24M	+6.1%	▲ Add	3+
29	IWR iShares Russell Mid-Cap ETF	0.5%	$6.78B	61.42M	+4.6%	▲ Add	3+
30	META Meta Platforms, Inc.	0.8%	$6.61B	11.73M	+5.0%	▲ Add	3+
31	LLY Eli Lilly and Company	0.9%	$6.50B	5.42M	+1.3%	▲ Add	3+
32	MU Micron Technology, Inc.	0.8%	$6.25B	5.42M	+26.6%	▲ Add	3+
33	AVGO Broadcom Inc.	1.5%	$6.24B	16.51M	+4.6%	▲ Add	3+
34	VEA Vanguard FTSE Developed…	0.9%	$6.21B	87.09M	+1.5%	▲ Add	3+
35	GOOGL Alphabet Inc.	1.7%	$6.17B	17.25M	+5.3%	▲ Add	3+
36	MSFT Microsoft Corporation	1.8%	$6.15B	16.49M	+3.6%	▲ Add	3+
37	AVGO Broadcom Inc.	1.5%	$6.09B	16.12M	+4.6%	▲ Add	3+
38	MBB iShares MBS ETF	0.4%	$6.03B	63.79M	+3.1%	▲ Add	3+
39	VEA Vanguard FTSE Developed…	0.9%	$5.66B	79.47M	+1.5%	▲ Add	3+
40	BNDX Vanguard Total…	0.4%	$5.61B	115.88M	+3.0%	▲ Add	3+
41	AMZN Amazon.com, Inc.	1.4%	$5.59B	23.47M	+10.7%	▲ Add	3+
42	GOOGL Alphabet Inc.	1.7%	$5.55B	15.53M	+5.3%	▲ Add	3+
43	VCSH Vanguard Short-Term…	0.4%	$5.51B	69.77M	+4.6%	▲ Add	3+
44	IWM iShares Russell 2000 ETF	0.7%	$5.46B	18.17M	-14.5%	▼ Trim	3+
45	AMZN Amazon.com, Inc.	1.4%	$5.04B	21.13M	+10.7%	▲ Add	3+
46	JPM JPMorgan Chase & Co.	1.5%	$4.80B	14.67M	+6.1%	▲ Add	3+
47	VGIT Vanguard Intermediate-Term…	0.3%	$4.68B	79.33M	+6.5%	▲ Add	3+
48	SMH VanEck Semiconductor ETF	0.4%	$4.67B	7.12M	-8.6%	▼ Trim	3+
49	QQQ Invesco QQQ Trust, Series 1	0.8%	$4.65B	6.31M	-1.8%	▼ Trim	3+
50	SPY State Street SPDR S&P 500…	1.5%	$4.49B	6.01M	-4.6%	▼ Trim	3+
51	IDEV iShares Core MSCI…	0.3%	$4.39B	49.33M	+4.5%	▲ Add	3+
52	LLY Eli Lilly and Company	0.9%	$4.36B	3.63M	+1.3%	▲ Add	3+
53	PANW Palo Alto Networks, Inc.	0.5%	$4.26B	12.50M	+0.9%	▲ Add	3+
54	V Visa Inc.	0.5%	$4.25B	12.40M	+1.3%	▲ Add	3+
55	GOOG Alphabet Inc.	0.7%	$4.22B	11.95M	+0.8%	▲ Add	3+
56	VUG Vanguard Morningstar Growth…	1.9%	$4.21B	48.86M	+2.0% ✂	▲ Add	3+
57	VWO Vanguard FTSE Emerging…	0.6%	$4.06B	68.01M	+6.5%	▲ Add	3+
58	VTV Vanguard Morningstar Value…	1.9%	$4.04B	18.54M	+2.1%	▲ Add	3+
59	VO Vanguard Morningstar…	0.4%	$3.99B	49.55M	+2.0% ✂	▲ Add	3+
60	XONA.DE Exxon Mobil Corporation	0.6%	$3.97B	29.03M	-8.0%	▼ Trim	3+
61	SPYM State Street SPDR Portfolio…	0.3%	$3.90B	44.35M	+51.3%	▲ Add	3+
62	TSM Taiwan Semiconductor…	0.5%	$3.89B	8.15M	+8.3%	▲ Add	3+
63	IJH iShares Core S&P Mid-Cap ETF	0.3%	$3.80B	49.26M	+0.2%	▲ Add	3+
64	XLC State Street Communication…	0.3%	$3.79B	35.36M	+0.7%	▲ Add	3+
65	VOO Vanguard S&P 500 ETF	1.2%	$3.73B	5.43M	+1.5%	▲ Add	3+
66	TLT iShares 20+ Year Treasury…	0.4%	$3.73B	43.13M	-19.1%	▼ Trim	3+
67	XLY State Street Consumer…	0.3%	$3.70B	31.51M	+1.6%	▲ Add	3+
68	VWO Vanguard FTSE Emerging…	0.6%	$3.65B	61.17M	+6.5%	▲ Add	3+
69	IEFA iShares Core MSCI EAFE ETF	1.3%	$3.57B	36.95M	+0.8%	▲ Add	3+
70	XLV State Street Health Care…	0.3%	$3.53B	22.28M	+4.1%	▲ Add	3+
71	TSLA Tesla, Inc.	0.5%	$3.48B	8.27M	-4.5%	▼ Trim	3+
72	SPY State Street SPDR S&P 500…	1.5%	$3.45B	4.62M	-4.6%	▼ Trim	3+
73	MUB iShares National Muni Bond…	0.3%	$3.37B	31.29M	+6.1%	▲ Add	3+
74	GOOG Alphabet Inc.	0.7%	$3.31B	9.37M	+0.8%	▲ Add	3+
75	VOO Vanguard S&P 500 ETF	1.2%	$3.27B	4.76M	+1.5%	▲ Add	3+
76	USIG iShares Broad USD…	0.2%	$3.23B	62.97M	+4.7%	▲ Add	3+
77	GOOG Alphabet Inc.	0.7%	$3.21B	9.10M	+0.8%	▲ Add	3+
78	AGG iShares Core U.S. Aggregate…	0.4%	$3.13B	31.67M	-4.4%	▼ Trim	3+
79	IWM iShares Russell 2000 ETF	0.7%	$3.12B	10.39M	-14.5%	▼ Trim	3+
80	MU Micron Technology, Inc.	0.8%	$2.97B	2.57M	+26.6%	▲ Add	3+
81	VB Vanguard Morningstar…	0.4%	$2.91B	9.59M	-0.3%	▼ Trim	3+
82	AMD Advanced Micro Devices, Inc.	0.5%	$2.91B	5.01M	+19.0%	▲ Add	3+
83	WMT Walmart Inc.	0.5%	$2.90B	25.60M	0.0%	▼ Trim	3+
84	IVV iShares Core S&P 500 ETF	1.1%	$2.88B	3.85M	+10.3%	▲ Add	3+
85	WELL Welltower Inc.	0.3%	$2.81B	12.40M	-10.4%	▼ Trim	3+
86	VGT Vanguard Information…	0.9%	$2.80B	23.42M	-4.0% ✂	▼ Trim	3+
87	GLW Corning Inc	0.3%	$2.73B	10.68M	+29.2%	▲ Add	3+
88	IWF iShares Russell 1000 Growth…	0.9%	$2.68B	21.56M	-2.1% ✂	▼ Trim	3+
89	VB Vanguard Morningstar…	0.4%	$2.66B	8.77M	-0.3%	▼ Trim	3+
90	IJR iShares Core S&P Small-Cap…	0.3%	$2.65B	17.89M	-1.6%	▼ Trim	3+
91	QQQ Invesco QQQ Trust, Series 1	0.8%	$2.65B	3.59M	-1.8%	▼ Trim	3+
92	IVV iShares Core S&P 500 ETF	1.1%	$2.62B	3.50M	+10.3%	▲ Add	3+
93	GS The Goldman Sachs Group…	0.4%	$2.62B	2.59M	+3.5%	▲ Add	3+
94	VIG Vanguard Dividend…	0.3%	$2.62B	11.06M	-1.5%	▼ Trim	3+
95	WDC Western Digital Corporation	0.3%	$2.60B	4.07M	-23.6%	▼ Trim	3+
96	SCHO Schwab Short-Term U.S.…	0.2%	$2.59B	107.40M	+2.5%	▲ Add	3+
97	ABBV AbbVie Inc.	0.3%	$2.57B	10.20M	-11.3%	▼ Trim	3+
98	BLK BlackRock, Inc.	0.3%	$2.56B	2.66M	-12.4%	▼ Trim	3+
99	VMBS Vanguard Mortgage-Backed…	0.2%	$2.55B	54.51M	+4.7%	▲ Add	3+
100	IWF iShares Russell 1000 Growth…	0.9%	$2.50B	20.15M	-2.1% ✂	▼ Trim	3+
101	SPY State Street SPDR S&P 500…	1.5%	$2.47B	3.31M	-4.6%	▼ Trim	3+
102	HD The Home Depot, Inc.	0.4%	$2.45B	6.94M	+0.5%	▲ Add	3+
103	WMT Walmart Inc.	0.5%	$2.43B	21.43M	0.0%	▼ Trim	3+
104	QQQ Invesco QQQ Trust, Series 1	0.8%	$2.43B	3.29M	-1.8%	▼ Trim	3+
105	XLF State Street Financial…	0.3%	$2.41B	45.04M	-8.7%	▼ Trim	3+
106	COST Costco Wholesale Corporation	0.4%	$2.41B	2.58M	-3.5%	▼ Trim	3+
107	META Meta Platforms, Inc.	0.8%	$2.40B	4.26M	+5.0%	▲ Add	3+
108	VBR Vanguard Morningstar…	0.2%	$2.39B	9.83M	+2.1%	▲ Add	3+
109	DELL Dell Technologies Inc.	0.3%	$2.37B	5.49M	-24.7%	▼ Trim	3+
110	VBK Vanguard Morningstar…	0.2%	$2.37B	6.47M	+0.5%	▲ Add	3+
111	COST Costco Wholesale Corporation	0.4%	$2.37B	2.53M	-3.5%	▼ Trim	3+
112	CAT Caterpillar Inc.	0.4%	$2.36B	2.21M	-3.8%	▼ Trim	3+
113	META Meta Platforms, Inc.	0.8%	$2.36B	4.18M	+5.0%	▲ Add	3+
114	INTC Intel Corp.	0.3%	$2.34B	16.79M	+35.7%	▲ Add	3+
115	VTWO Vanguard Russell 2000 ETF	0.2%	$2.34B	19.26M	+4.7%	▲ Add	3+
116	AVEM Avantis Emerging Markets…	0.2%	$2.32B	24.07M	+0.7%	▲ Add	3+
117	WMB The Williams Companies, Inc.	0.2%	$2.30B	30.88M	+0.5%	▲ Add	3+
118	XONA.DE Exxon Mobil Corporation	0.6%	$2.26B	16.52M	-8.0%	▼ Trim	3+
119	IEMG iShares Core MSCI Emerging…	1.2%	$2.26B	27.23M	+1.0%	▲ Add	3+
120	VFH Vanguard Financials ETF	0.2%	$2.26B	17.14M	-11.5%	▼ Trim	3+
121	GS The Goldman Sachs Group…	0.4%	$2.22B	2.20M	+3.5%	▲ Add	3+
122	EFA iShares MSCI EAFE ETF	0.3%	$2.18B	21.01M	+1.5%	▲ Add	3+
123	PH Parker-Hannifin Corporation	0.2%	$2.18B	2.23M	-3.9%	▼ Trim	3+
124	UNP Union Pacific Corporation	0.3%	$2.18B	8.01M	+0.5%	▲ Add	3+
125	VEA Vanguard FTSE Developed…	0.9%	$2.13B	29.88M	+1.5%	▲ Add	3+
126	JNJ Johnson & Johnson	0.4%	$2.12B	8.36M	-8.2%	▼ Trim	3+
127	MU Micron Technology, Inc.	0.8%	$2.09B	1.81M	+26.6%	▲ Add	3+
128	VONV Vanguard Russell 1000 Value…	0.2%	$2.09B	19.68M	+2.9%	▲ Add	3+
129	AMAT Applied Materials, Inc.	0.3%	$2.07B	2.87M	+34.9%	▲ Add	3+
130	LLY Eli Lilly and Company	0.9%	$2.06B	1.72M	+1.3%	▲ Add	3+
131	AGG iShares Core U.S. Aggregate…	0.4%	$2.04B	20.63M	-4.4%	▼ Trim	3+
132	ESGU iShares ESG Aware MSCI USA…	0.1%	$2.04B	12.48M	-1.0%	▼ Trim	3+
133	RTX RTX Corporation	0.3%	$2.02B	10.64M	-4.1%	▼ Trim	3+
134	VTI Vanguard Morningstar Total…	0.3%	$2.01B	5.44M	+1.8%	▲ Add	3+
135	AMD Advanced Micro Devices, Inc.	0.5%	$2.00B	3.44M	+19.0%	▲ Add	3+
136	TJX The TJX Companies, Inc.	0.2%	$1.98B	13.08M	-8.1%	▼ Trim	3+
137	UNH UnitedHealth Group…	0.3%	$1.97B	4.73M	-16.9%	▼ Trim	3+
138	ORCL Oracle Corporation	0.2%	$1.97B	13.41M	+55.7%	▲ Add	3+
139	CAT Caterpillar Inc.	0.4%	$1.94B	1.82M	-3.8%	▼ Trim	3+
140	XEL Xcel Energy Inc.	0.2%	$1.91B	23.80M	+1.7%	▲ Add	3+
141	CSCO Cisco Systems, Inc.	0.4%	$1.87B	15.91M	-3.2%	▼ Trim	3+
142	WFC Wells Fargo & Company	0.2%	$1.86B	22.56M	-21.3%	▼ Trim	3+
143	HWM Howmet Aerospace Inc.	0.2%	$1.85B	6.90M	-4.1%	▼ Trim	3+
144	TSLA Tesla, Inc.	0.5%	$1.85B	4.40M	-4.5%	▼ Trim	3+
145	EWY iShares MSCI South Korea ETF	0.2%	$1.85B	9.15M	+23.3%	▲ Add	3+
146	PGR The Progressive Corporation	0.2%	$1.85B	8.46M	-4.6%	▼ Trim	3+
147	IWD iShares Russell 1000 Value…	0.7%	$1.83B	7.55M	-3.1%	▼ Trim	3+
148	PM Philip Morris International…	0.2%	$1.82B	10.07M	-1.4%	▼ Trim	3+
149	ETN Eaton Corporation plc	0.3%	$1.79B	4.21M	-8.3%	▼ Trim	3+
150	JNJ Johnson & Johnson	0.4%	$1.78B	7.02M	-8.2%	▼ Trim	3+
151	RSP Invesco S&P 500 Equal…	0.3%	$1.77B	8.33M	-3.5%	▼ Trim	3+
152	BRK-B Berkshire Hathaway Inc.	0.3%	$1.75B	3.50M	-1.4%	▼ Trim	3+
153	APH Amphenol Corporation	0.2%	$1.75B	9.93M	-21.6%	▼ Trim	3+
154	VTI Vanguard Morningstar Total…	0.3%	$1.75B	4.72M	+1.8%	▲ Add	3+
155	IBM International Business…	0.3%	$1.74B	6.20M	-6.7%	▼ Trim	3+
156	TSM Taiwan Semiconductor…	0.5%	$1.74B	3.63M	+8.3%	▲ Add	3+
157	LRCX Lam Research Corporation	0.3%	$1.73B	4.00M	+5.5%	▲ Add	3+
158	XONA.DE Exxon Mobil Corporation	0.6%	$1.72B	12.62M	-8.0%	▼ Trim	3+
159	VIG Vanguard Dividend…	0.3%	$1.72B	7.26M	-1.5%	▼ Trim	3+
160	CSCO Cisco Systems, Inc.	0.4%	$1.72B	14.63M	-3.2%	▼ Trim	3+
161	BNY Bank of New York Mellon Corp	0.2%	$1.72B	11.88M	+3.7%	▲ Add	3+
162	V Visa Inc.	0.5%	$1.72B	5.00M	+1.3%	▲ Add	3+
163	CSCO Cisco Systems, Inc.	0.4%	$1.69B	14.38M	-3.2%	▼ Trim	3+
164	RSP Invesco S&P 500 Equal…	0.3%	$1.69B	7.92M	-3.5%	▼ Trim	3+
165	HD The Home Depot, Inc.	0.4%	$1.68B	4.75M	+0.5%	▲ Add	3+
166	ADI Analog Devices, Inc.	0.2%	$1.67B	4.21M	-11.9%	▼ Trim	3+
167	TLT iShares 20+ Year Treasury…	0.4%	$1.65B	19.14M	-19.1%	▼ Trim	3+
168	JCI Johnson Controls…	0.2%	$1.64B	11.22M	-0.4%	▼ Trim	3+
169	TXN Texas Instruments…	0.2%	$1.63B	5.48M	+4.7%	▲ Add	3+
170	COST Costco Wholesale Corporation	0.4%	$1.63B	1.74M	-3.5%	▼ Trim	3+
171	GS The Goldman Sachs Group…	0.4%	$1.62B	1.60M	+3.5%	▲ Add	3+
172	XLK State Street Technology…	0.3%	$1.61B	8.44M	-4.6%	▼ Trim	3+
173	BRK-B Berkshire Hathaway Inc.	0.3%	$1.60B	3.21M	-1.4%	▼ Trim	3+
174	CVS CVS Health Corp.	0.2%	$1.60B	15.49M	+147.9%	▲ Add	3+
175	XLK State Street Technology…	0.3%	$1.59B	8.36M	-4.6%	▼ Trim	3+
176	PANW Palo Alto Networks, Inc.	0.5%	$1.59B	4.67M	+0.9%	▲ Add	3+
177	VTI Vanguard Morningstar Total…	0.3%	$1.59B	4.29M	+1.8%	▲ Add	3+
178	AMD Advanced Micro Devices, Inc.	0.5%	$1.57B	2.70M	+19.0%	▲ Add	3+
179	IEFA iShares Core MSCI EAFE ETF	1.3%	$1.57B	16.24M	+0.8%	▲ Add	3+
180	ROST Ross Stores, Inc.	0.1%	$1.57B	7.35M	+1.0%	▲ Add	3+
181	CVX Chevron Corporation	0.3%	$1.56B	9.44M	-1.5%	▼ Trim	3+
182	LQD iShares iBoxx $ Investment…	0.2%	$1.56B	14.30M	-0.6%	▼ Trim	3+
183	XLE State Street Energy Select…	0.2%	$1.55B	29.21M	+34.3%	▲ Add	3+
184	AMAT Applied Materials, Inc.	0.3%	$1.55B	2.15M	+34.9%	▲ Add	3+
185	ETN Eaton Corporation plc	0.3%	$1.53B	3.60M	-8.3%	▼ Trim	3+
186	AZN AstraZeneca PLC	0.2%	$1.53B	8.05M	-7.2%	▼ Trim	3+
187	NVDA NVIDIA Corporation	2.5%	$1.51B	7.54M	+2.2%	▲ Add	3+
188	V Visa Inc.	0.5%	$1.49B	4.36M	+1.3%	▲ Add	3+
189	WMT Walmart Inc.	0.5%	$1.47B	12.99M	0.0%	▼ Trim	3+
190	EL The Estée Lauder Companies…	0.1%	$1.46B	18.49M	+53.5%	▲ Add	3+
191	LRCX Lam Research Corporation	0.3%	$1.43B	3.31M	+5.5%	▲ Add	3+
192	AXP American Express Company	0.2%	$1.43B	4.23M	+8.4%	▲ Add	3+
193	VRT Vertiv Holdings Co	0.2%	$1.43B	4.26M	-1.6%	▼ Trim	3+
194	MRK Merck & Co., Inc.	0.3%	$1.41B	11.01M	-0.8%	▼ Trim	3+
195	GEV GE Vernova Inc.	0.2%	$1.41B	1.20M	-3.0%	▼ Trim	3+
196	QQQ Invesco QQQ Trust, Series 1	0.8%	$1.41B	1.91M	-1.8%	▼ Trim	3+
197	VZ Verizon Communications Inc.	0.2%	$1.40B	33.14M	-2.0%	▼ Trim	3+
198	PANW Palo Alto Networks, Inc.	0.5%	$1.40B	4.11M	+0.9%	▲ Add	3+
199	INTC Intel Corp.	0.3%	$1.40B	10.03M	+35.7%	▲ Add	3+
200	KLAC KLA Corporation	0.3%	$1.40B	4.63M	+2.3% ✂	▲ Add	3+
201	MRVL Marvell Technology, Inc.	0.2%	$1.39B	4.67M	-11.3%	▼ Trim	3+
202	LRCX Lam Research Corporation	0.3%	$1.38B	3.19M	+5.5%	▲ Add	3+
203	BA The Boeing Company	0.2%	$1.38B	6.36M	-0.7%	▼ Trim	3+
204	C Citigroup Inc.	0.2%	$1.38B	9.83M	+0.5%	▲ Add	3+
205	GLD SPDR Gold Shares	0.3%	$1.37B	3.73M	-0.4%	▼ Trim	3+
206	SPY State Street SPDR S&P 500…	1.5%	$1.36B	1.83M	-4.6%	▼ Trim	3+
207	CVX Chevron Corporation	0.3%	$1.36B	8.22M	-1.5%	▼ Trim	3+
208	PVAL Putnam Focused Large Cap…	0.1%	$1.35B	26.56M	+6.5%	▲ Add	3+
209	GILD Gilead Sciences, Inc.	0.2%	$1.35B	10.70M	-6.7%	▼ Trim	3+
210	JNJ Johnson & Johnson	0.4%	$1.34B	5.27M	-8.2%	▼ Trim	3+
211	PG The Procter & Gamble Company	0.2%	$1.33B	9.09M	-0.3%	▼ Trim	3+
212	MS Morgan Stanley	0.2%	$1.32B	6.33M	+2.0%	▲ Add	3+
213	QQQ Invesco QQQ Trust, Series 1	0.8%	$1.32B	1.79M	-1.8%	▼ Trim	3+
214	GLD SPDR Gold Shares	0.3%	$1.32B	3.57M	-0.4%	▼ Trim	3+
215	HD The Home Depot, Inc.	0.4%	$1.32B	3.73M	+0.5%	▲ Add	3+
216	PNC The PNC Financial Services…	0.1%	$1.31B	5.34M	+6.9%	▲ Add	3+
217	CAT Caterpillar Inc.	0.4%	$1.31B	1.23M	-3.8%	▼ Trim	3+
218	SPG Simon Property Group, Inc.	0.1%	$1.30B	5.82M	-3.0%	▼ Trim	3+
219	IBM International Business…	0.3%	$1.30B	4.61M	-6.7%	▼ Trim	3+
220	TFC Truist Financial Corporation	0.1%	$1.29B	25.97M	-2.9%	▼ Trim	3+
221	KO The Coca-Cola Company	0.2%	$1.29B	15.91M	+4.4%	▲ Add	3+
222	ABBV AbbVie Inc.	0.3%	$1.29B	5.12M	-11.3%	▼ Trim	3+
223	IEMG iShares Core MSCI Emerging…	1.2%	$1.29B	15.52M	+1.0%	▲ Add	3+
224	GLW Corning Inc	0.3%	$1.28B	5.03M	+29.2%	▲ Add	3+
225	IWB iShares Russell 1000 ETF	0.1%	$1.28B	3.13M	-11.4%	▼ Trim	3+
226	EEM iShares MSCI Emerging…	0.2%	$1.28B	18.69M	+9.3%	▲ Add	3+
227	TXN Texas Instruments…	0.2%	$1.28B	4.28M	+4.7%	▲ Add	3+
228	VYM Vanguard High Dividend…	0.1%	$1.28B	8.08M	-0.9%	▼ Trim	3+
229	RTX RTX Corporation	0.3%	$1.27B	6.71M	-4.1%	▼ Trim	3+
230	ASML ASML Holding N.V.	0.2%	$1.27B	638.85K	+6.5%	▲ Add	3+
231	DELL Dell Technologies Inc.	0.3%	$1.27B	2.93M	-24.7%	▼ Trim	3+
232	KMI Kinder Morgan, Inc.	0.1%	$1.26B	39.54M	-0.9%	▼ Trim	3+
233	IVW iShares S&P 500 Growth ETF	0.2%	$1.26B	9.18M	+5.2%	▲ Add	3+
234	GD General Dynamics Corporation	0.2%	$1.26B	3.55M	-9.6%	▼ Trim	3+
235	ASML ASML Holding N.V.	0.2%	$1.25B	627.00K	+6.5%	▲ Add	3+
236	T AT&T Inc.	0.1%	$1.25B	60.23M	-10.8%	▼ Trim	3+
237	IVW iShares S&P 500 Growth ETF	0.2%	$1.25B	9.05M	+5.2%	▲ Add	3+
238	FCX Freeport-McMoRan Inc.	0.1%	$1.24B	19.77M	-14.0%	▼ Trim	3+
239	AMAT Applied Materials, Inc.	0.3%	$1.24B	1.71M	+34.9%	▲ Add	3+
240	EMR Emerson Electric Co.	0.2%	$1.22B	8.50M	-7.9%	▼ Trim	3+
241	AAPL Apple Inc.	2.4%	$1.21B	4.19M	+5.9%	▲ Add	3+
242	ETR Entergy Corporation	0.1%	$1.18B	10.30M	-0.2%	▼ Trim	3+
243	PG The Procter & Gamble Company	0.2%	$1.18B	8.05M	-0.3%	▼ Trim	3+
244	PZA Invesco National AMT-Free…	0.1%	$1.18B	50.16M	+6.0%	▲ Add	3+
245	HPE Hewlett Packard Enterprise…	0.1%	$1.17B	25.91M	-46.5%	▼ Trim	3+
246	KLAC KLA Corporation	0.3%	$1.17B	3.87M	+2.3% ✂	▲ Add	3+
247	HLT Hilton Worldwide Holdings…	0.1%	$1.17B	3.53M	-11.8%	▼ Trim	3+
248	XLV State Street Health Care…	0.3%	$1.16B	7.31M	+4.1%	▲ Add	3+
249	XLF State Street Financial…	0.3%	$1.15B	21.53M	-8.7%	▼ Trim	3+
250	VO Vanguard Morningstar…	0.4%	$1.14B	14.18M	+2.0% ✂	▲ Add	3+
251	AEP American Electric Power…	0.1%	$1.13B	8.28M	+137.7%	▲ Add	3+
252	JAAA Janus Henderson AAA CLO ETF	0.1%	$1.13B	22.41M	+6.3%	▲ Add	3+
253	C Citigroup Inc.	0.2%	$1.13B	8.07M	+0.5%	▲ Add	3+
254	TIP iShares TIPS Bond ETF	0.2%	$1.13B	10.31M	+1.5%	▲ Add	3+
255	IJR iShares Core S&P Small-Cap…	0.3%	$1.13B	7.60M	-1.6%	▼ Trim	3+
256	PAVE Global X - U.S.…	0.1%	$1.12B	18.95M	-1.3%	▼ Trim	3+
257	COWZ Pacer US Cash Cows 100 ETF	0.1%	$1.12B	17.95M	-3.9%	▼ Trim	3+
258	GOVT iShares U.S. Treasury Bond…	0.7%	$1.12B	49.00M	+2.9%	▲ Add	3+
259	MCD McDonald's Corporation	0.2%	$1.12B	4.13M	-9.5%	▼ Trim	3+
260	XLI State Street Industrial…	0.2%	$1.11B	6.01M	+2.8%	▲ Add	3+
261	TSM Taiwan Semiconductor…	0.5%	$1.11B	2.33M	+8.3%	▲ Add	3+
262	ABBV AbbVie Inc.	0.3%	$1.11B	4.41M	-11.3%	▼ Trim	3+
263	CVX Chevron Corporation	0.3%	$1.10B	6.66M	-1.5%	▼ Trim	3+
264	ETN Eaton Corporation plc	0.3%	$1.10B	2.59M	-8.3%	▼ Trim	3+
265	RSP Invesco S&P 500 Equal…	0.3%	$1.10B	5.17M	-3.5%	▼ Trim	3+
266	GE GE Aerospace	0.2%	$1.10B	2.93M	+1.3%	▲ Add	3+
267	EAGG iShares ESG Aware U.S.…	0.1%	$1.09B	22.98M	+3.7%	▲ Add	3+
268	UNH UnitedHealth Group…	0.3%	$1.09B	2.62M	-16.9%	▼ Trim	3+
269	MLM Martin Marietta Materials…	0.1%	$1.09B	1.89M	+2.0%	▲ Add	3+
270	TIP iShares TIPS Bond ETF	0.2%	$1.08B	9.89M	+1.5%	▲ Add	3+
271	RTX RTX Corporation	0.3%	$1.08B	5.70M	-4.1%	▼ Trim	3+
272	TSLA Tesla, Inc.	0.5%	$1.07B	2.56M	-4.5%	▼ Trim	3+
273	BMY Bristol-Myers Squibb Company	0.1%	$1.06B	18.47M	+4.5%	▲ Add	3+
274	IWD iShares Russell 1000 Value…	0.7%	$1.06B	4.38M	-3.1%	▼ Trim	3+
275	PEP PepsiCo, Inc.	0.2%	$1.06B	7.80M	-4.4%	▼ Trim	3+
276	OEF iShares S&P 100 ETF	0.2%	$1.05B	2.86M	-0.4%	▼ Trim	3+
277	IJR iShares Core S&P Small-Cap…	0.3%	$1.04B	7.03M	-1.6%	▼ Trim	3+
278	PPA Invesco Aerospace & Defense…	0.1%	$1.04B	5.90M	+4.7%	▲ Add	3+
279	CRWD CrowdStrike Holdings, Inc.	0.1%	$1.04B	1.36M	+2.7%	▲ Add	3+
280	KLAC KLA Corporation	0.3%	$1.04B	3.44M	+2.3% ✂	▲ Add	3+
281	PCAR PACCAR Inc	0.1%	$1.03B	8.59M	-19.1%	▼ Trim	3+
282	KO The Coca-Cola Company	0.2%	$1.03B	12.69M	+4.4%	▲ Add	3+
283	XLK State Street Technology…	0.3%	$1.03B	5.41M	-4.6%	▼ Trim	3+
284	VIS Vanguard Industrials ETF	0.1%	$1.03B	2.85M	+3.4%	▲ Add	3+
285	PLTR Palantir Technologies Inc.	0.1%	$1.02B	8.77M	+1.0%	▲ Add	3+
286	GLD SPDR Gold Shares	0.3%	$1.02B	2.77M	-0.4%	▼ Trim	3+
287	WDC Western Digital Corporation	0.3%	$1.01B	1.59M	-23.6%	▼ Trim	3+
288	VEU Vanguard FTSE All-World…	0.2%	$1.01B	12.06M	-0.1%	▼ Trim	3+
289	IAU iShares Gold Trust	0.1%	$1.00B	13.30M	-1.6%	▼ Trim	3+
290	QUAL iShares MSCI USA Quality…	0.1%	$1.00B	4.57M	-2.9%	▼ Trim	3+
291	IVE iShares S&P 500 Value ETF	0.1%	$1.00B	4.42M	+1.6%	▲ Add	3+
292	VWO Vanguard FTSE Emerging…	0.6%	$1.00B	16.79M	+6.5%	▲ Add	3+
293	NEE NextEra Energy, Inc.	0.2%	$1.00B	11.41M	-2.8%	▼ Trim	3+
294	LIN Linde plc	0.1%	$999.80M	1.93M	+12.4%	▲ Add	3+
295	MUB iShares National Muni Bond…	0.3%	$994.46M	9.24M	+6.1%	▲ Add	3+
296	MSFT Microsoft Corporation	1.8%	$992.90M	2.66M	+3.6%	▲ Add	3+
297	C Citigroup Inc.	0.2%	$990.14M	7.07M	+0.5%	▲ Add	3+
298	MA Mastercard Incorporated	0.2%	$984.89M	1.92M	-5.2%	▼ Trim	3+
299	CSX CSX Corporation	0.1%	$984.40M	20.71M	-20.2%	▼ Trim	3+
300	MRK Merck & Co., Inc.	0.3%	$984.35M	7.66M	-0.8%	▼ Trim	3+
301	BND Vanguard Total Bond Market…	0.1%	$983.30M	13.39M	+4.2%	▲ Add	3+
302	DLR Digital Realty Trust, Inc.	0.1%	$979.73M	5.46M	-5.6%	▼ Trim	3+
303	ADI Analog Devices, Inc.	0.2%	$979.18M	2.47M	-11.9%	▼ Trim	3+
304	NFLX Netflix, Inc.	0.2%	$976.47M	13.68M	-35.4%	▼ Trim	3+
305	NBIS Nebius Group N.V.	0.1%	$975.71M	3.53M	+309.6%	▲ Add	3+
306	HYG iShares iBoxx $ High Yield…	0.1%	$959.02M	11.99M	-6.4%	▼ Trim	3+
307	PEP PepsiCo, Inc.	0.2%	$955.01M	7.05M	-4.4%	▼ Trim	3+
308	JEPI JPMorgan Equity Premium…	0.1%	$955.01M	16.91M	-4.1%	▼ Trim	3+
309	PG The Procter & Gamble Company	0.2%	$953.69M	6.50M	-0.3%	▼ Trim	3+
310	IVE iShares S&P 500 Value ETF	0.1%	$953.08M	4.20M	+1.6%	▲ Add	3+
311	GEV GE Vernova Inc.	0.2%	$951.72M	810.07K	-3.0%	▼ Trim	3+
312	MDT Medtronic plc	0.1%	$951.31M	12.16M	-18.0%	▼ Trim	3+
313	CRM Salesforce, Inc.	0.1%	$948.13M	6.05M	+4.2%	▲ Add	3+
314	SGOV iShares 0-3 Month Treasury…	0.1%	$939.27M	9.33M	-5.9%	▼ Trim	3+
315	AMGN Amgen Inc.	0.1%	$936.25M	2.59M	-1.2%	▼ Trim	3+
316	EMR Emerson Electric Co.	0.2%	$929.37M	6.49M	-7.9%	▼ Trim	3+
317	CMI Cummins Inc.	0.1%	$917.79M	1.29M	+12.4%	▲ Add	3+
318	GE GE Aerospace	0.2%	$917.65M	2.46M	+1.3%	▲ Add	3+
319	GD General Dynamics Corporation	0.2%	$915.81M	2.59M	-9.6%	▼ Trim	3+
320	GOOGL Alphabet Inc.	1.7%	$912.43M	2.55M	+5.3%	▲ Add	3+
321	AVGO Broadcom Inc.	1.5%	$912.32M	2.42M	+4.6%	▲ Add	3+
322	MDY State Street SPDR S&P…	0.1%	$911.49M	1.30M	-5.0%	▼ Trim	3+
323	MRVL Marvell Technology, Inc.	0.2%	$911.00M	3.06M	-11.3%	▼ Trim	3+
324	EFA iShares MSCI EAFE ETF	0.3%	$908.71M	8.75M	+1.5%	▲ Add	3+
325	VB Vanguard Morningstar…	0.4%	$907.76M	2.99M	-0.3%	▼ Trim	3+
326	HYD VanEck High Yield Muni ETF	0.1%	$907.44M	17.62M	+4.7%	▲ Add	3+
327	NFLX Netflix, Inc.	0.2%	$906.19M	12.69M	-35.4%	▼ Trim	3+
328	MS Morgan Stanley	0.2%	$906.10M	4.33M	+2.0%	▲ Add	3+
329	SPYG State Street SPDR Portfolio…	0.1%	$905.68M	7.61M	+231.8%	▲ Add	3+
330	KO The Coca-Cola Company	0.2%	$901.55M	11.09M	+4.4%	▲ Add	3+
331	ARES Ares Management Corporation	0.1%	$900.19M	8.09M	+182.5%	▲ Add	3+
332	DELL Dell Technologies Inc.	0.3%	$899.13M	2.08M	-24.7%	▼ Trim	3+
333	MCD McDonald's Corporation	0.2%	$897.64M	3.32M	-9.5%	▼ Trim	3+
334	QCOM QUALCOMM Incorporated	0.1%	$892.10M	4.83M	-5.0%	▼ Trim	3+
335	BLK BlackRock, Inc.	0.3%	$889.61M	925.17K	-12.4%	▼ Trim	3+
336	KBWB Invesco KBW Bank ETF	0.1%	$888.44M	9.56M	-9.0%	▼ Trim	3+
337	VXUS Vanguard Total…	0.1%	$885.15M	10.35M	-7.4%	▼ Trim	3+
338	WELL Welltower Inc.	0.3%	$884.08M	3.90M	-10.4%	▼ Trim	3+
339	IWY iShares Russell Top 200…	0.1%	$880.78M	3.03M	+0.4%	▲ Add	3+
340	JAAA Janus Henderson AAA CLO ETF	0.1%	$876.81M	17.37M	+6.3%	▲ Add	3+
341	XLP State Street Consumer…	0.1%	$876.30M	10.55M	-25.7%	▼ Trim	3+
342	IWM iShares Russell 2000 ETF	0.7%	$875.71M	2.91M	-14.5%	▼ Trim	3+
343	VONG Vanguard Russell 1000…	0.6%	$872.00M	6.82M	-0.8%	▼ Trim	3+
344	DGRO iShares Core Dividend…	0.1%	$871.08M	11.49M	-0.7%	▼ Trim	3+
345	IBB iShares Biotechnology ETF	0.1%	$870.94M	4.58M	-5.3%	▼ Trim	3+
346	SHM State Street SPDR Nuveen…	0.1%	$870.44M	18.15M	+2.1%	▲ Add	3+
347	PLD Prologis, Inc.	0.1%	$870.32M	6.42M	+2.2%	▲ Add	3+
348	PYPL PayPal Holdings, Inc.	0.1%	$869.32M	20.13M	-11.8%	▼ Trim	3+
349	MRK Merck & Co., Inc.	0.3%	$862.73M	6.71M	-0.8%	▼ Trim	3+
350	COWZ Pacer US Cash Cows 100 ETF	0.1%	$861.64M	13.85M	-3.9%	▼ Trim	3+
351	PEG Public Service Enterprise…	0.1%	$859.61M	10.59M	+4.4%	▲ Add	3+
352	VEU Vanguard FTSE All-World…	0.2%	$858.42M	10.25M	-0.1%	▼ Trim	3+
353	SYF Synchrony Financial	0.1%	$857.45M	11.27M	-8.1%	▼ Trim	3+
354	STX Seagate Technology Holdings…	0.1%	$843.49M	874.09K	-37.4%	▼ Trim	3+
355	OEF iShares S&P 100 ETF	0.2%	$842.85M	2.30M	-0.4%	▼ Trim	3+
356	SNDK Sandisk Corporation	0.1%	$839.13M	369.05K	-31.2%	▼ Trim	3+
357	NVDA NVIDIA Corporation	2.5%	$836.89M	4.18M	+2.2%	▲ Add	3+
358	SCHW The Charles Schwab…	0.1%	$835.17M	9.05M	+2.4%	▲ Add	3+
359	XLC State Street Communication…	0.3%	$833.20M	7.78M	+0.7%	▲ Add	3+
360	DKS DICK'S Sporting Goods, Inc.	0.1%	$830.45M	3.66M	+33.5%	▲ Add	3+
361	LYV Live Nation Entertainment…	0.1%	$827.44M	4.52M	+1.6%	▲ Add	3+
362	AGG iShares Core U.S. Aggregate…	0.4%	$826.88M	8.35M	-4.4%	▼ Trim	3+
363	IWN iShares Russell 2000 Value…	0.1%	$820.32M	3.71M	+1.0%	▲ Add	3+
364	VUG Vanguard Morningstar Growth…	1.9%	$819.54M	9.51M	+2.0% ✂	▲ Add	3+
365	VRTX Vertex Pharmaceuticals…	0.1%	$816.10M	1.64M	+5.6%	▲ Add	3+
366	XLE State Street Energy Select…	0.2%	$815.90M	15.36M	+34.3%	▲ Add	3+
367	XLI State Street Industrial…	0.2%	$811.74M	4.38M	+2.8%	▲ Add	3+
368	IWM iShares Russell 2000 ETF	0.7%	$811.60M	2.70M	-14.5%	▼ Trim	3+
369	TSLA Tesla, Inc.	0.5%	$807.73M	1.92M	-4.5%	▼ Trim	3+
370	UNP Union Pacific Corporation	0.3%	$806.33M	2.96M	+0.5%	▲ Add	3+
371	O Realty Income Corporation	0.1%	$800.90M	12.93M	+10.3%	▲ Add	3+
372	ESGE iShares ESG Aware MSCI EM…	0.1%	$799.37M	14.62M	-1.4%	▼ Trim	3+
373	VDC Vanguard Consumer Staples…	0.1%	$793.80M	3.52M	+2.6%	▲ Add	3+
374	PWR Quanta Services, Inc.	0.1%	$792.42M	1.10M	-7.9%	▼ Trim	3+
375	NULG Nuveen ESG Large-Cap Growth	0.1%	$789.64M	6.75M	-4.9%	▼ Trim	3+
376	PGX Invesco Preferred ETF	0.1%	$788.97M	72.78M	+7.4%	▲ Add	3+
377	XLY State Street Consumer…	0.3%	$786.06M	6.70M	+1.6%	▲ Add	3+
378	CIBR First Trust Nasdaq…	0.1%	$783.64M	8.72M	+1.6%	▲ Add	3+
379	LOW Lowe's Companies, Inc.	0.1%	$780.21M	3.54M	-2.3%	▼ Trim	3+
380	IBM International Business…	0.3%	$778.73M	2.77M	-6.7%	▼ Trim	3+
381	SHOP Shopify Inc.	0.1%	$777.39M	6.81M	+2.3%	▲ Add	3+
382	SMH VanEck Semiconductor ETF	0.4%	$775.88M	1.18M	-8.6%	▼ Trim	3+
383	D Dominion Energy, Inc.	0.1%	$773.49M	11.33M	-8.3%	▼ Trim	3+
384	IWO iShares Russell 2000 Growth…	0.1%	$769.78M	1.95M	+0.3%	▲ Add	3+
385	IEF iShares 7-10 Year Treasury…	0.1%	$765.60M	8.10M	-7.0%	▼ Trim	3+
386	CB Chubb Limited	0.1%	$764.11M	2.24M	-7.6%	▼ Trim	3+
387	BLK BlackRock, Inc.	0.3%	$762.21M	792.68K	-12.4%	▼ Trim	3+
388	MA Mastercard Incorporated	0.2%	$760.72M	1.48M	-5.2%	▼ Trim	3+
389	TJX The TJX Companies, Inc.	0.2%	$752.92M	4.97M	-8.1%	▼ Trim	3+
390	XBI State Street SPDR S&P…	0.1%	$748.80M	4.73M	-27.2%	▼ Trim	3+
391	MNST Monster Beverage Corporation	0.1%	$748.56M	7.79M	-0.8%	▼ Trim	3+
392	PH Parker-Hannifin Corporation	0.2%	$747.70M	764.43K	-3.9%	▼ Trim	3+
393	F Ford Motor Company	0.1%	$746.12M	53.68M	+318.1%	▲ Add	3+
394	MCHP Microchip Technology…	0.1%	$745.21M	8.17M	+4.3%	▲ Add	3+
395	IVV iShares Core S&P 500 ETF	1.1%	$743.50M	992.80K	+10.3%	▲ Add	3+
396	AMZN Amazon.com, Inc.	1.4%	$743.05M	3.12M	+10.7%	▲ Add	3+
397	SBUX Starbucks Corporation	0.1%	$742.13M	7.26M	-1.8%	▼ Trim	3+
398	DYNF iShares U.S. Equity Factor…	0.1%	$740.91M	10.89M	+9.0%	▲ Add	3+
399	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$739.84M	7.20M	+0.4%	▲ Add	3+
400	EEM iShares MSCI Emerging…	0.2%	$733.31M	10.72M	+9.3%	▲ Add	3+
401	UPS United Parcel Service, Inc.	0.1%	$728.07M	6.77M	+11.0%	▲ Add	3+
402	WEC WEC Energy Group, Inc.	0.1%	$727.90M	6.23M	+8.0%	▲ Add	3+
403	MS Morgan Stanley	0.2%	$722.69M	3.46M	+2.0%	▲ Add	3+
404	VZ Verizon Communications Inc.	0.2%	$718.97M	16.98M	-2.0%	▼ Trim	3+
405	COR Cencora, Inc.	0.1%	$715.83M	2.53M	-9.8%	▼ Trim	3+
406	VEU Vanguard FTSE All-World…	0.2%	$715.71M	8.55M	-0.1%	▼ Trim	3+
407	PLTR Palantir Technologies Inc.	0.1%	$714.78M	6.13M	+1.0%	▲ Add	3+
408	ALAB Astera Labs, Inc. Common…	0.1%	$714.61M	1.48M	+22.9%	▲ Add	3+
409	AIRR First Trust RBA American…	0.1%	$713.28M	5.35M	+7.8%	▲ Add	3+
410	HWM Howmet Aerospace Inc.	0.2%	$709.79M	2.64M	-4.1%	▼ Trim	3+
411	SYK Stryker Corporation	0.1%	$709.72M	2.25M	+8.4%	▲ Add	3+
412	IWP iShares Russell Mid-Cap…	0.1%	$709.61M	4.85M	-1.4%	▼ Trim	3+
413	VIG Vanguard Dividend…	0.3%	$705.48M	2.98M	-1.5%	▼ Trim	3+
414	AMZN Amazon.com, Inc.	1.4%	$704.29M	2.95M	+10.7%	▲ Add	3+
415	STX Seagate Technology Holdings…	0.1%	$700.96M	726.39K	-37.4%	▼ Trim	3+
416	NEE NextEra Energy, Inc.	0.2%	$699.66M	7.97M	-2.8%	▼ Trim	3+
417	EFA iShares MSCI EAFE ETF	0.3%	$699.62M	6.73M	+1.5%	▲ Add	3+
418	VCIT Vanguard Intermediate-Term…	0.6%	$699.56M	8.46M	+1.9%	▲ Add	3+
419	APD Air Products and Chemicals…	0.1%	$697.47M	2.38M	-6.6%	▼ Trim	3+
420	SUB iShares Short-Term National…	0.1%	$697.39M	6.55M	+2.9%	▲ Add	3+
421	GE GE Aerospace	0.2%	$689.70M	1.85M	+1.3%	▲ Add	3+
422	ITOT iShares Core S&P Total U.S.…	0.1%	$689.61M	4.20M	-1.1%	▼ Trim	3+
423	FERG Ferguson plc	0.1%	$687.77M	2.90M	+270.9%	▲ Add	3+
424	ALL The Allstate Corporation	0.1%	$686.61M	2.89M	-25.1%	▼ Trim	3+
425	BX Blackstone Inc.	0.1%	$686.45M	5.83M	+0.5%	▲ Add	3+
426	LQD iShares iBoxx $ Investment…	0.2%	$684.72M	6.28M	-0.6%	▼ Trim	3+
427	AZN AstraZeneca PLC	0.2%	$683.09M	3.60M	-7.2%	▼ Trim	3+
428	MCD McDonald's Corporation	0.2%	$680.64M	2.52M	-9.5%	▼ Trim	3+
429	USHY iShares Broad USD High…	0.1%	$675.84M	18.26M	+2.1%	▲ Add	3+
430	SOXX iShares Semiconductor ETF	0.1%	$674.29M	1.05M	-4.8%	▼ Trim	3+
431	IJH iShares Core S&P Mid-Cap ETF	0.3%	$671.73M	8.71M	+0.2%	▲ Add	3+
432	EMXC iShares MSCI Emerging…	0.1%	$670.10M	6.55M	+12.8%	▲ Add	3+
433	WMB The Williams Companies, Inc.	0.2%	$663.24M	8.92M	+0.5%	▲ Add	3+
434	ITM VanEck Intermediate Muni ETF	0.1%	$661.84M	14.08M	+3.0%	▲ Add	3+
435	APP AppLovin Corporation	0.1%	$660.34M	1.28M	-8.2%	▼ Trim	3+
436	VCIT Vanguard Intermediate-Term…	0.6%	$657.34M	7.95M	+1.9%	▲ Add	3+
437	LMT Lockheed Martin Corporation	0.1%	$657.32M	1.29M	-15.2%	▼ Trim	3+
438	TEL TE Connectivity plc	0.1%	$654.75M	3.25M	-6.0%	▼ Trim	3+
439	AAPL Apple Inc.	2.4%	$653.84M	2.26M	+5.9%	▲ Add	3+
440	WFC Wells Fargo & Company	0.2%	$648.61M	7.85M	-21.3%	▼ Trim	3+
441	VO Vanguard Morningstar…	0.4%	$647.00M	8.03M	+2.0% ✂	▲ Add	3+
442	COP ConocoPhillips	0.1%	$645.99M	6.21M	-4.9%	▼ Trim	3+
443	AIRR First Trust RBA American…	0.1%	$645.42M	4.84M	+7.8%	▲ Add	3+
444	NEE NextEra Energy, Inc.	0.2%	$641.58M	7.31M	-2.8%	▼ Trim	3+
445	JMTG JPMorgan Mortgage-Backed…	0.0%	$639.44M	12.62M	+1.9%	▲ Add	3+
446	NBIS Nebius Group N.V.	0.1%	$637.80M	2.31M	+309.6%	▲ Add	3+
447	SPYV State Street SPDR Portfolio…	0.1%	$637.47M	10.49M	+141.7%	▲ Add	3+
448	TMO Thermo Fisher Scientific…	0.1%	$630.18M	1.26M	-29.6%	▼ Trim	3+
449	PWR Quanta Services, Inc.	0.1%	$627.67M	871.71K	-7.9%	▼ Trim	3+
450	BIL State Street SPDR Bloomberg…	0.1%	$625.55M	6.83M	-12.6%	▼ Trim	3+
451	SCHD Schwab U.S. Dividend Equity…	0.1%	$625.21M	19.72M	+16.5%	▲ Add	3+
452	DIS The Walt Disney Company	0.1%	$619.18M	6.43M	-5.3%	▼ Trim	3+
453	XME State Street SPDR S&P…	0.1%	$617.09M	5.77M	+4.5%	▲ Add	3+
454	IAU iShares Gold Trust	0.1%	$616.24M	8.16M	-1.6%	▼ Trim	3+
455	APH Amphenol Corporation	0.2%	$614.14M	3.48M	-21.6%	▼ Trim	3+
456	VBR Vanguard Morningstar…	0.2%	$614.12M	2.53M	+2.1%	▲ Add	3+
457	AXP American Express Company	0.2%	$611.70M	1.81M	+8.4%	▲ Add	3+
458	VYM Vanguard High Dividend…	0.1%	$608.62M	3.85M	-0.9%	▼ Trim	3+
459	WELL Welltower Inc.	0.3%	$608.52M	2.68M	-10.4%	▼ Trim	3+
460	COF Capital One Financial…	0.1%	$606.59M	3.02M	+6.2%	▲ Add	3+
461	APO Apollo Global Management…	0.1%	$602.53M	5.09M	+74.7%	▲ Add	3+
462	IJH iShares Core S&P Mid-Cap ETF	0.3%	$601.81M	7.80M	+0.2%	▲ Add	3+
463	EWY iShares MSCI South Korea ETF	0.2%	$600.75M	2.98M	+23.3%	▲ Add	3+
464	PWR Quanta Services, Inc.	0.1%	$600.09M	833.41K	-7.9%	▼ Trim	3+
465	FCX Freeport-McMoRan Inc.	0.1%	$599.79M	9.54M	-14.0%	▼ Trim	3+
466	APP AppLovin Corporation	0.1%	$597.19M	1.16M	-8.2%	▼ Trim	3+
467	NXPI NXP Semiconductors N.V.	0.1%	$597.06M	2.12M	+23.8%	▲ Add	3+
468	TMO Thermo Fisher Scientific…	0.1%	$595.41M	1.19M	-29.6%	▼ Trim	3+
469	SOXX iShares Semiconductor ETF	0.1%	$594.40M	927.65K	-4.8%	▼ Trim	3+
470	IXUS iShares Core MSCI Total…	0.1%	$594.20M	6.23M	-7.6%	▼ Trim	3+
471	ITB iShares U.S. Home…	0.0%	$592.72M	5.67M	-1.2%	▼ Trim	3+
472	SPHY State Street SPDR Portfolio…	0.0%	$591.70M	25.24M	+4.0%	▲ Add	3+
473	TER Teradyne, Inc.	0.1%	$587.79M	1.21M	+60.4%	▲ Add	3+
474	SCMB Schwab Municipal Bond ETF	0.0%	$584.58M	22.64M	+6.3%	▲ Add	3+
475	DB Deutsche Bank AG	0.1%	$581.28M	17.22M	+6.7%	▲ Add	3+
476	IEI iShares 3-7 Year Treasury…	0.1%	$579.85M	4.94M	-0.4%	▼ Trim	3+
477	UNP Union Pacific Corporation	0.3%	$579.79M	2.13M	+0.5%	▲ Add	3+
478	ATO Atmos Energy Corporation	0.0%	$578.35M	3.36M	-0.5%	▼ Trim	3+
479	BA The Boeing Company	0.2%	$577.70M	2.67M	-0.7%	▼ Trim	3+
480	PEP PepsiCo, Inc.	0.2%	$577.38M	4.26M	-4.4%	▼ Trim	3+
481	ADP Automatic Data Processing…	0.1%	$577.08M	2.58M	+4.5%	▲ Add	3+
482	BRK-B Berkshire Hathaway Inc.	0.3%	$569.86M	1.14M	-1.4%	▼ Trim	3+
483	XLP State Street Consumer…	0.1%	$569.24M	6.85M	-25.7%	▼ Trim	3+
484	TJX The TJX Companies, Inc.	0.2%	$568.70M	3.75M	-8.1%	▼ Trim	3+
485	VRT Vertiv Holdings Co	0.2%	$566.80M	1.69M	-1.6%	▼ Trim	3+
486	MGK Vanguard Morningstar Mega…	0.1%	$566.67M	6.45M	-1.1% ✂	▼ Trim	3+
487	MSFT Microsoft Corporation	1.8%	$564.63M	1.51M	+3.6%	▲ Add	3+
488	GLW Corning Inc	0.3%	$564.20M	2.21M	+29.2%	▲ Add	3+
489	TRV The Travelers Companies…	0.1%	$564.03M	1.71M	-17.4%	▼ Trim	3+
490	SHY iShares 1-3 Year Treasury…	0.1%	$563.70M	6.87M	+10.1%	▲ Add	3+
491	T AT&T Inc.	0.1%	$563.64M	27.23M	-10.8%	▼ Trim	3+
492	AZN AstraZeneca PLC	0.2%	$562.17M	2.96M	-7.2%	▼ Trim	3+
493	DVY iShares Select Dividend ETF	0.1%	$559.93M	3.58M	-13.0%	▼ Trim	3+
494	JEPQ JPMorgan Nasdaq Equity…	0.1%	$558.80M	9.09M	+4.8%	▲ Add	3+
495	SPYM State Street SPDR Portfolio…	0.3%	$556.77M	6.34M	+51.3%	▲ Add	3+
496	MA Mastercard Incorporated	0.2%	$555.53M	1.08M	-5.2%	▼ Trim	3+
497	PGR The Progressive Corporation	0.2%	$554.63M	2.54M	-4.6%	▼ Trim	3+
498	WFC Wells Fargo & Company	0.2%	$552.89M	6.69M	-21.3%	▼ Trim	3+
499	FITB Fifth Third Bancorp	0.1%	$551.78M	9.79M	+4.5%	▲ Add	3+
500	VXUS Vanguard Total…	0.1%	$551.74M	6.45M	-7.4%	▼ Trim	3+

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

증권	주식 수	이전	변동	가치	비중
HONA Honeywell Aerospace Inc	4.68M	—	신규	$1.03B	0.1%
SPCX Space Exploration…	3.64M	—	신규	$622.49M	0.0%
FDXF FedEx Freight Holding…	983.57K	—	신규	$148.52M	0.0%
BLCR iShares Large Cap Core…	2.47M	—	신규	$124.52M	0.0%
TRI Thomson Reuters…	1.27M	—	신규	$104.10M	0.0%
AVIV	866.18K	—	신규	$67.06M	0.0%
ALLW	2.14M	—	신규	$62.71M	0.0%
MAIR Madison Air Solutions…	1.16M	—	신규	$45.24M	0.0%
WSE Wise Group plc Class A…	3.77M	—	신규	$44.93M	0.0%
OGC OceanaGold Corporation	1.28M	—	신규	$32.17M	0.0%
VGNT Versigent PLC	660.17K	—	신규	$27.73M	0.0%
DRAM Roundhill Memory ETF	366.75K	—	신규	$27.08M	0.0%
KEEL Keel Infrastructure…	4.01M	—	신규	$23.03M	0.0%
GPZ	1.04M	—	신규	$22.22M	0.0%
FFOG	423.65K	—	신규	$21.83M	0.0%
CBRS Cerebras Systems Inc.	71.48K	—	신규	$15.80M	0.0%
FMCX	391.80K	—	신규	$14.61M	0.0%
AYA	736.54K	—	신규	$13.95M	0.0%
TRAX	647.96K	—	신규	$13.04M	0.0%
FIGB	295.02K	—	신규	$12.64M	0.0%
CGDG Capital Group Dividend…	273.86K	—	신규	$10.27M	0.0%
QNT Quantinuum Inc. Class A…	112.84K	—	신규	$9.22M	0.0%
AGL Agilon Health, Inc.	81.63K	—	신규	$8.75M	0.0%
ARXS Arxis, Inc. Class A…	175.16K	—	신규	$8.08M	0.0%
BXDC	346.52K	—	신규	$7.50M	0.0%
VINP	630.00K	—	신규	$6.13M	0.0%
NOVTU	82.16K	—	신규	$5.54M	0.0%
CGMM Capital Group U.S.…	159.93K	—	신규	$5.27M	0.0%
PSC Principal U.S.…	65.85K	—	신규	$4.62M	0.0%
CGGE Capital Group Global…	115.66K	—	신규	$4.08M	0.0%
CGHM Capital Group Municipal…	153.93K	—	신규	$3.98M	0.0%
TGB Trekor Metals Limited	556.35K	—	신규	$3.83M	0.0%
EVSD Eaton Vance Short…	71.19K	—	신규	$3.62M	0.0%
PS	104.04K	—	신규	$3.42M	0.0%
BNO	83.85K	—	신규	$3.41M	0.0%
LIFE	180.48K	—	신규	$3.27M	0.0%
AVEX	151.14K	—	신규	$3.16M	0.0%
CGMS Capital Group U.S.…	94.22K	—	신규	$2.57M	0.0%
BRUN	65.79K	—	신규	$2.55M	0.0%
ICOP	50.87K	—	신규	$2.50M	0.0%
XE X-Energy, Inc. Class A…	132.90K	—	신규	$2.44M	0.0%
FRVO Fervo Energy Company	80.20K	—	신규	$2.34M	0.0%
HELP	337.44K	—	신규	$2.23M	0.0%
ADV	51.43K	—	신규	$2.22M	0.0%
CGSM Capital Group Short…	83.69K	—	신규	$2.21M	0.0%
YSWY	108.14K	—	신규	$2.20M	0.0%
SPTB	70.27K	—	신규	$2.11M	0.0%
KYIV	127.75K	—	신규	$2.07M	0.0%
EROK	95.62K	—	신규	$2.03M	0.0%
SMHX	30.12K	—	신규	$1.92M	0.0%
VSECU	31.92K	—	신규	$1.84M	0.0%
HQ	65.73K	—	신규	$1.82M	0.0%
PSUS	46.25K	—	신규	$1.73M	0.0%
PWRL	117.06K	—	신규	$1.72M	0.0%
AIS	18.32K	—	신규	$1.56M	0.0%
TLTD	15.73K	—	신규	$1.54M	0.0%
PFFA	74.00K	—	신규	$1.52M	0.0%
OPPE	26.30K	—	신규	$1.47M	0.0%
MGNR	29.68K	—	신규	$1.44M	0.0%
FRBT	76.38K	—	신규	$1.40M	0.0%
KARD	53.78K	—	신규	$1.28M	0.0%
LFTO	53.38K	—	신규	$1.28M	0.0%
XNDU	103.46K	—	신규	$1.25M	0.0%
KLRA	56.51K	—	신규	$1.24M	0.0%
GDRX GoodRx Holdings, Inc.	419.60K	—	신규	$1.21M	0.0%
LWAY	38.22K	—	신규	$1.14M	0.0%
PXED	33.02K	—	신규	$1.08M	0.0%
ALOT	36.79K	—	신규	$1.05M	0.0%
AXIN	100.00K	—	신규	$1.03M	0.0%
GGUS	15.12K	—	신규	$1.03M	0.0%
RWAY Runway Growth Finance…	175.28K	—	신규	$983,343	0.0%
MISL	19.45K	—	신규	$890,089	0.0%
RNAC	84.62K	—	신규	$881,782	0.0%
RMIX	38.88K	—	신규	$876,079	0.0%
CHRN	39.33K	—	신규	$873,802	0.0%
HMH	45.69K	—	신규	$856,174	0.0%
SA Seabridge Gold Inc.	33.21K	—	신규	$854,851	0.0%
ELE	46.85K	—	신규	$818,088	0.0%
SRZN	31.30K	—	신규	$812,105	0.0%
CNEQ	19.51K	—	신규	$805,178	0.0%
EP-PC	15.75K	—	신규	$795,218	0.0%
LCLN	33.11K	—	신규	$790,311	0.0%
AADX	33.40K	—	신규	$760,943	0.0%
BUCK	31.94K	—	신규	$747,941	0.0%
TATT	15.34K	—	신규	$739,800	0.0%
XMAX	76.64K	—	신규	$696,648	0.0%
FSSL	61.46K	—	신규	$685,268	0.0%
ALAI	14.95K	—	신규	$682,409	0.0%
KRRO	51.71K	—	신규	$681,498	0.0%
CBK	20.10K	—	신규	$649,159	0.0%
AGGH	30.93K	—	신규	$623,919	0.0%
BDSX	26.74K	—	신규	$602,942	0.0%
BBOT	77.14K	—	신규	$587,807	0.0%
KDK Kodiak AI, Inc. Common…	115.27K	—	신규	$585,577	0.0%
IVA	151.92K	—	신규	$574,247	0.0%
PLTM	36.38K	—	신규	$543,562	0.0%
EWO	12.36K	—	신규	$523,307	0.0%
ARKF	12.50K	—	신규	$493,250	0.0%
METV	26.61K	—	신규	$490,881	0.0%
OKUR	106.32K	—	신규	$484,819	0.0%
ALOY	33.17K	—	신규	$479,263	0.0%
UFEB	11.35K	—	신규	$438,523	0.0%
GTE	69.18K	—	신규	$432,375	0.0%
IVVW	9.54K	—	신규	$425,306	0.0%
CMDT	13.13K	—	신규	$402,605	0.0%
AVLN	11.67K	—	신규	$384,111	0.0%
PUSA	96.16K	—	신규	$383,658	0.0%
NHP	26.15K	—	신규	$383,098	0.0%
HEQT	11.39K	—	신규	$382,121	0.0%
SMTI	15.95K	—	신규	$376,142	0.0%
CDX	17.65K	—	신규	$372,789	0.0%
YLDE	6.56K	—	신규	$364,763	0.0%
UDEC	8.37K	—	신규	$348,778	0.0%
VNCE	48.07K	—	신규	$343,708	0.0%
ARKX	9.73K	—	신규	$331,953	0.0%
JKS JinkoSolar Holding Co.…	19.75K	—	신규	$331,733	0.0%
COLO	7.94K	—	신규	$330,784	0.0%
IPWR	60.74K	—	신규	$325,561	0.0%
LAES	102.01K	—	신규	$321,319	0.0%
DFAW	3.82K	—	신규	$316,423	0.0%

증권	주식 수	이전	변동	가치	비중	연속 기록
NVDA NVIDIA Corporation	195.37M	191.20M	+2.2%	$39.09B	2.5%	●●○○○○
AAPL Apple Inc.	127.82M	120.73M	+5.9%	$36.99B	2.4%
VTV Vanguard Morningstar…	134.46M	131.68M	+2.1%	$29.30B	1.9%
VUG Vanguard Morningstar…	334.52M	54.65M	+2.0% ✂	$28.82B	1.9%	●●○○○○
MSFT Microsoft Corporation	73.29M	70.77M	+3.6%	$27.34B	1.8%
GOOGL Alphabet Inc.	72.42M	68.77M	+5.3%	$25.88B	1.7%
AVGO Broadcom Inc.	61.42M	58.74M	+4.6%	$23.20B	1.5%	●●○○○○
JPM JPMorgan Chase & Co.	69.67M	65.66M	+6.1%	$22.80B	1.5%	●●○○○○
AMZN Amazon.com, Inc.	93.22M	84.18M	+10.7%	$22.22B	1.4%	●●○○○○
IEFA iShares Core MSCI EAFE…	204.78M	203.09M	+0.8%	$19.78B	1.3%
VOO Vanguard S&P 500 ETF	27.85M	27.44M	+1.5%	$19.13B	1.2%	●●○○○○
IEMG iShares Core MSCI…	222.15M	219.87M	+1.0%	$18.40B	1.2%	●●○○○○
IVV iShares Core S&P 500 ETF	22.15M	20.08M	+10.3%	$16.59B	1.1%
VEA Vanguard FTSE Developed…	201.62M	198.68M	+1.5%	$14.37B	0.9%
LLY Eli Lilly and Company	11.27M	11.13M	+1.3%	$13.52B	0.9%	●●○○○○
META Meta Platforms, Inc.	22.09M	21.04M	+5.0%	$12.44B	0.8%	●●○○○○
MU Micron Technology, Inc.	10.17M	8.04M	+26.6%	$11.74B	0.8%
GOOG Alphabet Inc.	32.58M	32.32M	+0.8%	$11.51B	0.7%
GOVT iShares U.S. Treasury…	488.60M	474.77M	+2.9%	$11.13B	0.7%	●●○○○○
IUSG iShares Core S&P U.S.…	53.52M	52.77M	+1.4%	$10.07B	0.6%	●●○○○○
VCIT Vanguard…	120.65M	118.46M	+1.9%	$9.97B	0.6%	●●○○○○
IUSV iShares Core S&P U.S.…	87.14M	83.37M	+4.5%	$9.60B	0.6%
VWO Vanguard FTSE Emerging…	154.20M	144.81M	+6.5%	$9.20B	0.6%	●●○○○○
V Visa Inc.	23.17M	22.88M	+1.3%	$7.95B	0.5%
PANW Palo Alto Networks, Inc.	22.68M	22.48M	+0.9%	$7.73B	0.5%	●●○○○○
IWR iShares Russell Mid-Cap…	68.88M	65.88M	+4.6%	$7.60B	0.5%
TSM Taiwan Semiconductor…	15.28M	14.11M	+8.3%	$7.30B	0.5%
AMD Advanced Micro Devices…	12.09M	10.16M	+19.0%	$7.02B	0.5%
GS The Goldman Sachs…	6.68M	6.46M	+3.5%	$6.76B	0.4%	●●○○○○
MBB iShares MBS ETF	68.26M	66.21M	+3.1%	$6.45B	0.4%
VCSH Vanguard Short-Term…	79.08M	75.63M	+4.6%	$6.25B	0.4%	●●○○○○
BNDX Vanguard Total…	128.82M	125.01M	+3.0%	$6.24B	0.4%
VO Vanguard Morningstar…	73.99M	18.13M	+2.0% ✂	$5.96B	0.4%	●●○○○○
HD The Home Depot, Inc.	16.39M	16.31M	+0.5%	$5.78B	0.4%	●●○○○○
VTI Vanguard Morningstar…	14.54M	14.29M	+1.8%	$5.38B	0.3%	●●○○○○
AMAT Applied Materials, Inc.	7.27M	5.39M	+34.9%	$5.25B	0.3%
VGIT Vanguard…	88.41M	83.05M	+6.5%	$5.21B	0.3%	●●○○○○
IJH iShares Core S&P…	67.30M	67.16M	+0.2%	$5.19B	0.3%
XLV State Street Health…	32.28M	31.02M	+4.1%	$5.12B	0.3%	●●○○○○
LRCX Lam Research Corporation	11.24M	10.66M	+5.5%	$4.87B	0.3%
XLC State Street…	44.25M	43.94M	+0.7%	$4.74B	0.3%
MUB iShares National Muni…	44.70M	42.11M	+6.1%	$4.81B	0.3%	●●○○○○
SPYM State Street SPDR…	54.72M	36.17M	+51.3%	$4.81B	0.3%
GLW Corning Inc	18.73M	14.50M	+29.2%	$4.78B	0.3%
XLY State Street Consumer…	39.62M	38.98M	+1.6%	$4.65B	0.3%
IDEV iShares Core MSCI…	51.85M	49.63M	+4.5%	$4.62B	0.3%
INTC Intel Corp.	31.72M	23.38M	+35.7%	$4.43B	0.3%
EFA iShares MSCI EAFE ETF	40.24M	39.63M	+1.5%	$4.18B	0.3%
KLAC KLA Corporation	13.37M	1.31M	+2.3% ✂	$4.03B	0.3%
UNP Union Pacific…	14.53M	14.46M	+0.5%	$3.95B	0.3%	●●○○○○
C Citigroup Inc.	27.01M	26.87M	+0.5%	$3.78B	0.2%	●●○○○○
KO The Coca-Cola Company	45.96M	44.02M	+4.4%	$3.74B	0.2%	●●○○○○
TXN Texas Instruments…	12.42M	11.86M	+4.7%	$3.70B	0.2%	●●○○○○
ORCL Oracle Corporation	23.95M	15.38M	+55.7%	$3.51B	0.2%
MS Morgan Stanley	16.65M	16.33M	+2.0%	$3.48B	0.2%	●●○○○○
VBR Vanguard Morningstar…	13.68M	13.40M	+2.1%	$3.32B	0.2%
WMB The Williams Companies…	44.67M	44.46M	+0.5%	$3.32B	0.2%
USIG iShares Broad USD…	64.56M	61.67M	+4.7%	$3.31B	0.2%	●●○○○○
ASML ASML Holding N.V.	1.66M	1.56M	+6.5%	$3.31B	0.2%	●●○○○○
VBK Vanguard Morningstar…	8.48M	8.44M	+0.5%	$3.10B	0.2%
VTWO Vanguard Russell 2000…	24.96M	23.84M	+4.7%	$3.03B	0.2%
GE GE Aerospace	7.77M	7.66M	+1.3%	$2.90B	0.2%	●●○○○○
IVW iShares S&P 500 Growth…	20.80M	19.78M	+5.2%	$2.86B	0.2%	●●○○○○
XLE State Street Energy…	53.25M	39.65M	+34.3%	$2.83B	0.2%
EEM iShares MSCI Emerging…	40.80M	37.34M	+9.3%	$2.79B	0.2%	●●○○○○
AVEM Avantis Emerging…	28.88M	28.68M	+0.7%	$2.79B	0.2%	●●○○○○
VMBS Vanguard…	58.93M	56.31M	+4.7%	$2.76B	0.2%
PLTR Palantir Technologies…	19.02M	18.84M	+1.0%	$2.22B	0.1%	●●○○○○
SCHO Schwab Short-Term U.S.…	113.54M	110.72M	+2.5%	$2.74B	0.2%
EWY iShares MSCI South…	13.48M	10.93M	+23.3%	$2.72B	0.2%	●●○○○○
TIP iShares TIPS Bond ETF	24.69M	24.33M	+1.5%	$2.70B	0.2%	●●○○○○
AXP American Express Company	7.97M	7.35M	+8.4%	$2.70B	0.2%
VONV Vanguard Russell 1000…	23.65M	22.99M	+2.9%	$2.51B	0.2%
BNY Bank of New York Mellon…	17.28M	16.66M	+3.7%	$2.50B	0.2%
XEL Xcel Energy Inc.	29.93M	29.44M	+1.7%	$2.40B	0.2%	●●○○○○
CVS CVS Health Corp.	23.19M	9.35M	+147.9%	$2.40B	0.2%
XLI State Street Industrial…	12.67M	12.33M	+2.8%	$2.35B	0.2%	●●○○○○
CRM Salesforce, Inc.	12.22M	11.72M	+4.2%	$1.91B	0.1%	●●○○○○
IVE iShares S&P 500 Value…	9.61M	9.46M	+1.6%	$2.18B	0.1%	●●○○○○
JAAA Janus Henderson AAA CLO…	42.92M	40.38M	+6.3%	$2.17B	0.1%	●●○○○○
PNC The PNC Financial…	8.54M	7.99M	+6.9%	$2.10B	0.1%	●●○○○○
HON Honeywell International…	4.64M	9.12M	+1.7% ✂	$1.04B	0.1%	●●○○○○
ROST Ross Stores, Inc.	9.51M	9.42M	+1.0%	$2.02B	0.1%
LIN Linde plc	3.82M	3.40M	+12.4%	$1.98B	0.1%
BMY Bristol-Myers Squibb…	34.10M	32.64M	+4.5%	$1.96B	0.1%	●●○○○○
BND Vanguard Total Bond…	26.75M	25.67M	+4.2%	$1.96B	0.1%	●●○○○○
PVAL Putnam Focused Large…	38.24M	35.91M	+6.5%	$1.95B	0.1%	●●○○○○
CRWD CrowdStrike Holdings…	2.44M	2.38M	+2.7%	$1.86B	0.1%
NBIS Nebius Group N.V.	6.14M	1.50M	+309.6%	$1.70B	0.1%	●●○○○○
AEP American Electric Power…	12.27M	5.16M	+137.7%	$1.68B	0.1%
EL The Estée Lauder…	21.25M	13.84M	+53.5%	$1.68B	0.1%	●●○○○○
EMXC iShares MSCI Emerging…	15.42M	13.67M	+12.8%	$1.58B	0.1%	●●○○○○
VRTX Vertex Pharmaceuticals…	3.04M	2.88M	+5.6%	$1.51B	0.1%
SCHW The Charles Schwab…	15.99M	15.62M	+2.4%	$1.48B	0.1%	●●○○○○
VIS Vanguard Industrials ETF	4.06M	3.93M	+3.4%	$1.46B	0.1%	●●○○○○
COF Capital One Financial…	7.15M	6.74M	+6.2%	$1.44B	0.1%	●●○○○○
PLD Prologis, Inc.	10.54M	10.31M	+2.2%	$1.43B	0.1%
SHY iShares 1-3 Year…	17.22M	15.65M	+10.1%	$1.41B	0.1%	●●○○○○
MLM Martin Marietta…	2.45M	2.40M	+2.0%	$1.41B	0.1%	●●○○○○
CMI Cummins Inc.	1.97M	1.76M	+12.4%	$1.41B	0.1%	●●○○○○
SYK Stryker Corporation	4.46M	4.11M	+8.4%	$1.40B	0.1%
AIRR First Trust RBA…	10.43M	9.68M	+7.8%	$1.39B	0.1%	●●○○○○
PZA Invesco National…	58.45M	55.15M	+6.0%	$1.37B	0.1%	●●○○○○
IWO iShares Russell 2000…	3.48M	3.47M	+0.3%	$1.37B	0.1%
PPA Invesco Aerospace &…	7.77M	7.42M	+4.7%	$1.37B	0.1%
IWN iShares Russell 2000…	6.19M	6.12M	+1.0%	$1.37B	0.1%
BX Blackstone Inc.	11.59M	11.54M	+0.5%	$1.36B	0.1%	●●○○○○
SHOP Shopify Inc.	11.44M	11.18M	+2.3%	$1.31B	0.1%
ARES Ares Management…	11.86M	4.20M	+182.5%	$1.32B	0.1%
CIBR First Trust Nasdaq…	14.68M	14.45M	+1.6%	$1.32B	0.1%
XLU State Street Utilities…	28.24M	28.04M	+0.7%	$1.28B	0.1%	●●○○○○
SPYG State Street SPDR…	10.39M	3.13M	+231.8%	$1.24B	0.1%
ADP Automatic Data…	5.50M	5.26M	+4.5%	$1.23B	0.1%
LYV Live Nation…	6.67M	6.56M	+1.6%	$1.22B	0.1%	●●○○○○
PEG Public Service…	14.88M	14.25M	+4.4%	$1.21B	0.1%
O Realty Income…	19.12M	17.33M	+10.3%	$1.18B	0.1%
TT Trane Technologies plc	2.41M	1.65M	+46.1%	$1.18B	0.1%
NXPI NXP Semiconductors N.V.	4.16M	3.36M	+23.8%	$1.17B	0.1%
UPS United Parcel Service…	10.80M	9.73M	+11.0%	$1.16B	0.1%	●●○○○○
SUB iShares Short-Term…	10.84M	10.53M	+2.9%	$1.15B	0.1%	●●○○○○

증권	주식 수	이전	변동	가치	비중	연속 기록
SPY State Street SPDR S&P…	30.78M	32.28M	-4.6%	$22.98B	1.5%
VGT Vanguard Information…	115.99M	15.11M	-4.0% ✂	$13.86B	0.9%
IWF iShares Russell 1000…	108.37M	27.67M	-2.1% ✂	$13.46B	0.9%	●●○○○○
QQQ Invesco QQQ Trust…	16.94M	17.25M	-1.8%	$12.47B	0.8%	●●○○○○
XONA.DE Exxon Mobil Corporation	62.99M	68.48M	-8.0%	$8.61B	0.6%	●●○○○○
IWD iShares Russell 1000…	44.71M	46.14M	-3.1%	$10.84B	0.7%	●●○○○○
IWM iShares Russell 2000 ETF	35.58M	41.60M	-14.5%	$10.69B	0.7%	●●○○○○
VONG Vanguard Russell 1000…	75.51M	76.12M	-0.8%	$9.65B	0.6%
WMT Walmart Inc.	65.82M	65.84M	0.0%	$7.46B	0.5%	●●○○○○
TSLA Tesla, Inc.	18.12M	18.96M	-4.5%	$7.62B	0.5%	●●○○○○
COST Costco Wholesale…	7.25M	7.52M	-3.5%	$6.78B	0.4%
TLT iShares 20+ Year…	68.39M	84.60M	-19.1%	$5.91B	0.4%	●●○○○○
AGG iShares Core U.S.…	66.62M	69.66M	-4.4%	$6.59B	0.4%
VB Vanguard Morningstar…	21.58M	21.63M	-0.3%	$6.54B	0.4%	●●○○○○
SMH VanEck Semiconductor ETF	9.56M	10.46M	-8.6%	$6.27B	0.4%	●●○○○○
JNJ Johnson & Johnson	23.44M	25.52M	-8.2%	$5.95B	0.4%	●●○○○○
CSCO Cisco Systems, Inc.	50.16M	51.85M	-3.2%	$5.89B	0.4%	●●○○○○
CAT Caterpillar Inc.	5.46M	5.68M	-3.8%	$5.82B	0.4%	●●○○○○
CVX Chevron Corporation	27.21M	27.63M	-1.5%	$4.51B	0.3%
NFLX Netflix, Inc.	37.46M	57.94M	-35.4%	$2.67B	0.2%
ABBV AbbVie Inc.	21.24M	23.94M	-11.3%	$5.34B	0.3%	●●○○○○
RSP Invesco S&P 500 Equal…	24.47M	25.37M	-3.5%	$5.21B	0.3%
VIG Vanguard Dividend…	21.36M	21.68M	-1.5%	$5.05B	0.3%	●●○○○○
BLK BlackRock, Inc.	4.59M	5.23M	-12.4%	$4.41B	0.3%
IJR iShares Core S&P…	33.26M	33.82M	-1.6%	$4.93B	0.3%
RTX RTX Corporation	24.35M	25.39M	-4.1%	$4.62B	0.3%	●●○○○○
GLD SPDR Gold Shares	11.02M	11.06M	-0.4%	$4.06B	0.3%	●●○○○○
ETN Eaton Corporation plc	11.08M	12.08M	-8.3%	$4.72B	0.3%
DELL Dell Technologies Inc.	10.84M	14.39M	-24.7%	$4.68B	0.3%
WELL Welltower Inc.	19.50M	21.75M	-10.4%	$4.43B	0.3%
XLK State Street Technology…	22.78M	23.87M	-4.6%	$4.34B	0.3%
BRK-B Berkshire Hathaway Inc.	8.54M	8.65M	-1.4%	$4.27B	0.3%	●●○○○○
XLF State Street Financial…	78.51M	85.98M	-8.7%	$4.21B	0.3%
IBM International Business…	14.99M	16.06M	-6.7%	$4.21B	0.3%
WDC Western Digital…	6.49M	8.49M	-23.6%	$4.15B	0.3%	●●○○○○
WFC Wells Fargo & Company	40.88M	51.97M	-21.3%	$3.38B	0.2%
UNH UnitedHealth Group…	9.74M	11.71M	-16.9%	$4.05B	0.3%
TJX The TJX Companies, Inc.	23.18M	25.21M	-8.1%	$3.51B	0.2%	●●○○○○
MRK Merck & Co., Inc.	30.54M	30.77M	-0.8%	$3.92B	0.3%
PG The Procter & Gamble…	26.26M	26.34M	-0.3%	$3.85B	0.2%	●●○○○○
MCD McDonald's Corporation	11.00M	12.16M	-9.5%	$2.97B	0.2%	●●○○○○
AZN AstraZeneca PLC	17.69M	19.06M	-7.2%	$3.35B	0.2%
T AT&T Inc.	111.64M	125.19M	-10.8%	$2.31B	0.1%
ADI Analog Devices, Inc.	9.00M	10.22M	-11.9%	$3.57B	0.2%
WT WisdomTree, Inc.	56.11M	58.34M	-3.8%	$3.52B	0.2%
PEP PepsiCo, Inc.	20.35M	21.28M	-4.4%	$2.76B	0.2%
PH Parker-Hannifin…	3.35M	3.48M	-3.9%	$3.27B	0.2%	●●○○○○
VZ Verizon Communications…	60.86M	62.10M	-2.0%	$2.58B	0.2%
PM Philip Morris…	17.00M	17.23M	-1.4%	$3.08B	0.2%
GEV GE Vernova Inc.	2.52M	2.60M	-3.0%	$2.96B	0.2%
NEE NextEra Energy, Inc.	30.64M	31.53M	-2.8%	$2.65B	0.2%	●●○○○○
VFH Vanguard Financials ETF	21.20M	23.95M	-11.5%	$2.79B	0.2%
VEU Vanguard FTSE All-World…	34.54M	34.57M	-0.1%	$2.89B	0.2%
APH Amphenol Corporation	16.20M	20.68M	-21.6%	$2.86B	0.2%	●●○○○○
LQD iShares iBoxx $…	25.66M	25.80M	-0.6%	$2.80B	0.2%
GD General Dynamics…	7.35M	8.13M	-9.6%	$2.60B	0.2%	●●○○○○
GILD Gilead Sciences, Inc.	18.65M	19.98M	-6.7%	$2.36B	0.2%	●●○○○○
VRT Vertiv Holdings Co	8.28M	8.42M	-1.6%	$2.77B	0.2%	●●○○○○
HWM Howmet Aerospace Inc.	10.29M	10.73M	-4.1%	$2.77B	0.2%
TMO Thermo Fisher…	3.90M	5.53M	-29.6%	$1.95B	0.1%	●●○○○○
PGR The Progressive…	12.28M	12.87M	-4.6%	$2.68B	0.2%	●●○○○○
EMR Emerson Electric Co.	18.37M	19.94M	-7.9%	$2.63B	0.2%
MRVL Marvell Technology, Inc.	8.75M	9.87M	-11.3%	$2.61B	0.2%	●●○○○○
JCI Johnson Controls…	17.67M	17.74M	-0.4%	$2.58B	0.2%	●●○○○○
MA Mastercard Incorporated	4.83M	5.09M	-5.2%	$2.48B	0.2%	●●○○○○
OEF iShares S&P 100 ETF	6.91M	6.93M	-0.4%	$2.53B	0.2%	●●○○○○
IAU iShares Gold Trust	27.85M	28.29M	-1.6%	$2.10B	0.1%	●●○○○○
FCX Freeport-McMoRan Inc.	36.40M	42.35M	-14.0%	$2.29B	0.1%
BA The Boeing Company	11.65M	11.73M	-0.7%	$2.47B	0.2%
PWR Quanta Services, Inc.	3.17M	3.44M	-7.9%	$2.28B	0.1%
COWZ Pacer US Cash Cows 100…	34.92M	36.33M	-3.9%	$2.17B	0.1%	●●○○○○
MDT Medtronic plc	21.32M	26.02M	-18.0%	$1.67B	0.1%
ESGU iShares ESG Aware MSCI…	13.67M	13.80M	-1.0%	$2.24B	0.1%
IEF iShares 7-10 Year…	21.31M	22.90M	-7.0%	$2.02B	0.1%
KMI Kinder Morgan, Inc.	61.46M	62.02M	-0.9%	$1.96B	0.1%
VXUS Vanguard Total…	24.26M	26.20M	-7.4%	$2.07B	0.1%
STX Seagate Technology…	2.12M	3.38M	-37.4%	$2.04B	0.1%	●●○○○○
XLP State Street Consumer…	18.35M	24.70M	-25.7%	$1.52B	0.1%
LOW Lowe's Companies, Inc.	8.29M	8.49M	-2.3%	$1.83B	0.1%	●●○○○○
VYM Vanguard High Dividend…	12.64M	12.76M	-0.9%	$2.00B	0.1%
ETR Entergy Corporation	17.34M	17.37M	-0.2%	$1.99B	0.1%
ABT Abbott Laboratories	17.67M	19.28M	-8.3%	$1.60B	0.1%	●●○○○○
SOXX iShares Semiconductor…	2.97M	3.12M	-4.8%	$1.90B	0.1%
SPGI S&P Global Inc.	2.13M	4.45M	-52.2%	$865.89M	0.1%	●●○○○○
IWB iShares Russell 1000 ETF	4.57M	5.16M	-11.4%	$1.87B	0.1%
QUAL iShares MSCI USA…	8.49M	8.74M	-2.9%	$1.86B	0.1%
XBI State Street SPDR S&P…	10.57M	14.52M	-27.2%	$1.67B	0.1%
SPG Simon Property Group…	8.25M	8.50M	-3.0%	$1.84B	0.1%
QCOM QUALCOMM Incorporated	9.95M	10.48M	-5.0%	$1.84B	0.1%	●●○○○○
TFC Truist Financial…	36.84M	37.92M	-2.9%	$1.84B	0.1%	●●○○○○
AMGN Amgen Inc.	5.06M	5.12M	-1.2%	$1.83B	0.1%	●●○○○○
HLT Hilton Worldwide…	5.25M	5.95M	-11.8%	$1.73B	0.1%
HPE Hewlett Packard…	39.70M	74.20M	-46.5%	$1.81B	0.1%
NOC Northrop Grumman…	2.55M	2.64M	-3.6%	$1.30B	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	29.74M	31.00M	-4.1%	$1.68B	0.1%	●●○○○○
CSX CSX Corporation	33.64M	42.16M	-20.2%	$1.60B	0.1%	●●○○○○
BIL State Street SPDR…	16.50M	18.87M	-12.6%	$1.51B	0.1%
DIS The Walt Disney Company	16.87M	17.82M	-5.3%	$1.62B	0.1%	●●○○○○
DLR Digital Realty Trust…	8.94M	9.47M	-5.6%	$1.61B	0.1%
DE Deere & Company	2.66M	2.78M	-4.5%	$1.69B	0.1%
COP ConocoPhillips	12.12M	12.75M	-4.9%	$1.26B	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	3.40M	3.62M	-5.9%	$1.35B	0.1%
ALL The Allstate Corporation	5.93M	7.91M	-25.1%	$1.41B	0.1%
LMT Lockheed Martin…	2.28M	2.70M	-15.2%	$1.16B	0.1%	●●○○○○
CB Chubb Limited	4.53M	4.91M	-7.6%	$1.55B	0.1%
SBUX Starbucks Corporation	15.47M	15.76M	-1.8%	$1.58B	0.1%
SNDK Sandisk Corporation	688.25K	999.80K	-31.2%	$1.56B	0.1%	●●○○○○
HYG iShares iBoxx $ High…	17.70M	18.91M	-6.4%	$1.42B	0.1%
APP AppLovin Corporation	2.90M	3.16M	-8.2%	$1.49B	0.1%	●●○○○○
PAVE Global X - U.S.…	25.17M	25.50M	-1.3%	$1.48B	0.1%
DGRO iShares Core Dividend…	19.25M	19.39M	-0.7%	$1.46B	0.1%	●●○○○○
BSX Boston Scientific…	13.03M	22.76M	-42.8%	$556.03M	0.0%	●●○○○○
MDY State Street SPDR S&P…	1.95M	2.05M	-5.0%	$1.37B	0.1%	●●○○○○
PCAR PACCAR Inc	9.41M	11.63M	-19.1%	$1.13B	0.1%	●●○○○○
MCK McKesson Corporation	1.32M	1.54M	-14.1%	$998.90M	0.1%
IBB iShares Biotechnology…	6.88M	7.26M	-5.3%	$1.31B	0.1%
PFE Pfizer Inc.	43.59M	46.55M	-6.3%	$1.05B	0.1%	●●○○○○
COR Cencora, Inc.	3.73M	4.14M	-9.8%	$1.06B	0.1%
ACN Accenture plc	4.21M	6.53M	-35.5%	$524.14M	0.0%
APD Air Products and…	4.15M	4.44M	-6.6%	$1.22B	0.1%

증권	주식 수	이전	변동	가치	비중
CTRA Coterra Energy Inc.	—	5.97M	퇴출	$209.65M	0.0%
HOLX Hologic, Inc.	—	2.25M	퇴출	$170.38M	0.0%
CNTA Centessa…	—	1.93M	퇴출	$76.76M	0.0%
VRE Veris Residential, Inc.	—	3.07M	퇴출	$57.92M	0.0%
FOLD Amicus Therapeutics…	—	3.90M	퇴출	$56.39M	0.0%
ACLX Arcellx, Inc.	—	452.33K	퇴출	$51.94M	0.0%
APLS Apellis…	—	1.19M	퇴출	$47.91M	0.0%
TPH Tri Pointe Homes, Inc.	—	946.70K	퇴출	$44.24M	0.0%
TERN Terns Pharmaceuticals…	—	811.64K	퇴출	$42.79M	0.0%
MASI Masimo Corporation	—	232.00K	퇴출	$41.27M	0.0%
DAWN Day One…	—	1.90M	퇴출	$40.80M	0.0%
CWAN Clearwater Analytics…	—	1.47M	퇴출	$34.73M	0.0%
AL Air Lease Corporation	—	461.12K	퇴출	$29.94M	0.0%
JBBB	—	500.18K	퇴출	$23.31M	0.0%
MCW	—	2.91M	퇴출	$20.31M	0.0%
SEE Sealed Air Corporation	—	412.09K	퇴출	$17.33M	0.0%
CTLP	—	1.44M	퇴출	$15.57M	0.0%
OS OneStream, Inc. Class A…	—	623.98K	퇴출	$14.98M	0.0%
SLNO Soleno Therapeutics…	—	439.90K	퇴출	$14.73M	0.0%
CVGW	—	535.99K	퇴출	$13.82M	0.0%
CSGS CSG Systems…	—	143.07K	퇴출	$11.44M	0.0%
KALV	—	555.63K	퇴출	$11.18M	0.0%
THR Thermon Group Holdings…	—	153.49K	퇴출	$7.74M	0.0%
JEMA JPMorgan ActiveBuilders…	—	133.16K	퇴출	$6.93M	0.0%
BTSGU	—	46.67K	퇴출	$6.63M	0.0%
GDEN	—	232.94K	퇴출	$6.22M	0.0%
AMWD American Woodmark…	—	117.99K	퇴출	$4.70M	0.0%
SNCY Sun Country Airlines…	—	247.80K	퇴출	$4.09M	0.0%
UAE	—	215.70K	퇴출	$4.02M	0.0%
PRA ProAssurance Corporation	—	125.54K	퇴출	$3.10M	0.0%
GLDD	—	173.99K	퇴출	$2.96M	0.0%
FFIC	—	183.05K	퇴출	$2.81M	0.0%
KW Kennedy-Wilson…	—	252.93K	퇴출	$2.74M	0.0%
HTBK	—	211.01K	퇴출	$2.63M	0.0%
SEMR	—	217.77K	퇴출	$2.60M	0.0%
FLIA	—	118.61K	퇴출	$2.40M	0.0%
MCR	—	381.61K	퇴출	$2.31M	0.0%
GIGL	—	43.80K	퇴출	$2.20M	0.0%
BCHHF	—	986.37K	퇴출	$1.92M	0.0%
ALGS	—	229.75K	퇴출	$1.71M	0.0%
GBND	—	31.44K	퇴출	$1.59M	0.0%
PEB-PF	—	82.26K	퇴출	$1.59M	0.0%
RKLX	—	59.49K	퇴출	$1.52M	0.0%
LUNG	—	1.17M	퇴출	$1.51M	0.0%
UDMY	—	324.51K	퇴출	$1.50M	0.0%
SNBRQ	—	745.46K	퇴출	$1.34M	0.0%
EHAB	—	93.38K	퇴출	$1.32M	0.0%
FLXS	—	27.54K	퇴출	$1.24M	0.0%
FEDM	—	21.05K	퇴출	$1.23M	0.0%
PNRG	—	4.49K	퇴출	$1.05M	0.0%
STKL	—	155.07K	퇴출	$1.00M	0.0%
PKST	—	42.92K	퇴출	$896,558	0.0%
DHIL	—	4.74K	퇴출	$815,409	0.0%
DFSU	—	19.06K	퇴출	$783,216	0.0%
DQ Daqo New Energy Corp.	—	33.72K	퇴출	$717,139	0.0%
TASK	—	106.47K	퇴출	$714,447	0.0%
EARN	—	152.44K	퇴출	$675,309	0.0%
DSX	—	252.58K	퇴출	$631,442	0.0%
EWCZ	—	107.77K	퇴출	$622,894	0.0%
NYAX	—	9.27K	퇴출	$519,120	0.0%
GRO	—	156.28K	퇴출	$506,337	0.0%
JMEE JPMorgan Small & Mid…	—	7.30K	퇴출	$487,488	0.0%
HEGD	—	19.57K	퇴출	$483,428	0.0%
EVSM	—	9.37K	퇴출	$470,280	0.0%
SGMOQ	—	1.84M	퇴출	$452,244	0.0%
PLRX	—	352.71K	퇴출	$444,412	0.0%
ELVR	—	6.49K	퇴출	$382,438	0.0%
PHEQ	—	11.74K	퇴출	$375,303	0.0%
FBCV	—	9.86K	퇴출	$354,835	0.0%
VTIX	—	52.28K	퇴출	$353,915	0.0%
RDVI FT Vest Rising Dividend…	—	13.32K	퇴출	$340,454	0.0%
FXC	—	4.70K	퇴출	$330,272	0.0%
TAYD	—	5.74K	퇴출	$327,123	0.0%
MDV	—	21.08K	퇴출	$301,851	0.0%
FFWM	—	51.08K	퇴출	$301,343	0.0%
GPRK	—	31.50K	퇴출	$299,288	0.0%
ESEA	—	4.47K	퇴출	$298,953	0.0%
MTA	—	45.03K	퇴출	$298,562	0.0%
LGCY	—	21.85K	퇴출	$273,524	0.0%
ZUMZ Zumiez Inc.	—	12.14K	퇴출	$269,111	0.0%
STRK	—	3.80K	퇴출	$268,660	0.0%
TBIL F/m US Treasury 3 Month…	—	5.38K	퇴출	$267,998	0.0%
ASYS	—	22.65K	퇴출	$264,575	0.0%
POET POET Technologies Inc.	—	44.25K	퇴출	$262,845	0.0%
PPIH	—	8.56K	퇴출	$255,084	0.0%
EUAD	—	6.25K	퇴출	$254,544	0.0%
NCSM	—	3.98K	퇴출	$245,876	0.0%
IRS	—	15.10K	퇴출	$244,787	0.0%
JMIA Jumia Technologies AG	—	35.07K	퇴출	$241,963	0.0%
PFEB	—	5.85K	퇴출	$234,585	0.0%
PZG	—	140.33K	퇴출	$232,948	0.0%
PEB-PE	—	11.53K	퇴출	$221,568	0.0%
GEOS	—	18.06K	퇴출	$220,332	0.0%
PINE	—	11.75K	퇴출	$211,500	0.0%
EMPD	—	49.62K	퇴출	$209,905	0.0%
BAER	—	104.62K	퇴출	$207,142	0.0%
BWAY	—	15.50K	퇴출	$205,942	0.0%
NC	—	3.94K	퇴출	$204,762	0.0%
CRMT	—	16.06K	퇴출	$204,470	0.0%
ARKB ARK 21Shares Bitcoin ETF	—	9.02K	퇴출	$202,950	0.0%
NMG	—	89.83K	퇴출	$201,210	0.0%
PLYX	—	25.88K	퇴출	$195,660	0.0%
WW	—	13.84K	퇴출	$190,107	0.0%
BAK	—	50.00K	퇴출	$183,000	0.0%
SUPV	—	19.40K	퇴출	$182,914	0.0%
MBOT	—	75.80K	퇴출	$182,676	0.0%
LNKB	—	21.87K	퇴출	$182,396	0.0%
UBFO	—	17.12K	퇴출	$179,932	0.0%
ESCA	—	10.44K	퇴출	$179,289	0.0%
KMDA Kamada Ltd.	—	21.10K	퇴출	$176,007	0.0%
EVTL	—	75.86K	퇴출	$167,648	0.0%
SMWB	—	63.98K	퇴출	$167,001	0.0%
ELTX	—	15.33K	퇴출	$163,910	0.0%
IMUX	—	143.87K	퇴출	$159,692	0.0%
DYNC	—	15.00K	퇴출	$157,050	0.0%
MNR	—	11.00K	퇴출	$154,000	0.0%
SRG	—	52.02K	퇴출	$146,190	0.0%
MARPS	—	27.23K	퇴출	$144,565	0.0%
QNC	—	63.02K	퇴출	$144,318	0.0%
RMBI	—	10.03K	퇴출	$136,148	0.0%

포지션 보유 기간

1750–1 분기

50352–4 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

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

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 14 2026 13F-HR · 기간 Q2 2026

$1.55T · 18,318 포지션 · 원본 SEC 제출 서류 보기 ↗

May 18 2026 13F-HR · 기간 Q1 2026

$1.37T · 17,872 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 17 2026 13F-HR · 기간 Q4 2025

$1.37T · 28,105 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 03 2026 13F-HR/A · 기간 Q3 2025

$1.47T · 29,308 포지션 · 수정 공시 (restatement) · 원본 SEC 제출 서류 보기 ↗

Nov 14 2025 13F-HR · 기간 Q3 2025

$1.47T · 29,308 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$1.37T · 28,404 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q2 2026 · 최근 공시 Aug 14, 2026 · 변동 산출 방법론

☆ Bank Of America Corp /De/

Bank Of America Corp /De/