Hồ sơ lưu nhà quản lý

Cerity Partners LLC

New York, NY · CIK 1566475 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$82.73BGiá trị 13F được báo cáo

8,447Vị thế

23.9%Tỷ trọng top 10

108.50Danh mục nắm giữ hiệu lực

2.9%Doanh thu ước tính

+330Mới

−143Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý.

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

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 53.7% (-0.2pp)

Công nghệ 18.3% (+1.8pp)

Chăm sóc sức khỏe 5.7% (-0.2pp)

Công nghiệp 5.2% (-0.1pp)

Dịch vụ Truyền thông 4.8% (-0.1pp)

Hàng tiêu dùng chu kỳ 4.4% (-0.2pp)

Hàng tiêu dùng thiết yếu 3.3% (-0.6pp)

Năng lượng 1.6% (-0.5pp)

Tiện ích 1.1% (-0.1pp)

Vật liệu Cơ bản 0.9% (-0.1pp)

Bất động sản 0.8% (+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 · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	VOO Vanguard S&P 500 ETF	4.4%	$3.63B	5.30M	+3.1%	▲ Add	3+
2	AAPL Apple Inc.	3.4%	$2.78B	9.61M	+2.6%	▲ Add	3+
3	NVDA NVIDIA Corporation	3.3%	$2.72B	13.61M	+4.5%	▲ Add	3+
4	IVV iShares Core S&P 500 ETF	2.5%	$2.10B	2.80M	+5.3%	▲ Add	3+
5	SPY State Street SPDR S&P 500…	2.0%	$1.66B	2.27M	+5.4%	▲ Add	3+
6	MSFT Microsoft Corporation	1.9%	$1.55B	4.14M	+1.0%	▲ Add	3+
7	VEA Vanguard FTSE Developed…	1.9%	$1.53B	21.44M	+5.0%	▲ Add	3+
8	GOOGL Alphabet Inc.	1.6%	$1.28B	3.59M	+1.5%	▲ Add	3+
9	GOOG Alphabet Inc.	1.5%	$1.22B	3.46M	+1.9%	▲ Add	3+
10	AMZN Amazon.com, Inc.	1.5%	$1.21B	5.10M	+2.8%	▲ Add	3+
11	AVGO Broadcom Inc.	1.4%	$1.15B	3.06M	+1.3%	▲ Add	3+
12	IEFA iShares Core MSCI EAFE ETF	1.4%	$1.12B	11.60M	+2.2%	▲ Add	3+
13	AGG iShares Core U.S. Aggregate…	1.2%	$982.08M	9.92M	+11.4%	▲ Add	3+
14	PG The Procter & Gamble Company	1.1%	$907.62M	6.19M	-0.2%	▼ Trim	3+
15	LLY Eli Lilly and Company	1.1%	$896.63M	747.55K	+2.0%	▲ Add	3+
16	QUAL iShares MSCI USA Quality…	1.0%	$845.78M	3.85M	-3.6%	▼ Trim	3+
17	VTI Vanguard Morningstar Total…	1.0%	$828.03M	2.42M	+21.8%	▲ Add	3+
18	META Meta Platforms, Inc.	0.9%	$709.05M	1.26M	+4.7%	▲ Add	3+
19	JPM JPMorgan Chase & Co.	0.8%	$697.49M	2.13M	+1.7%	▲ Add	3+
20	QQQ Invesco QQQ Trust, Series 1	0.7%	$614.53M	834.55K	+5.2%	▲ Add	3+
21	RSP Invesco S&P 500 Equal…	0.7%	$596.64M	2.80M	+17.8%	▲ Add	3+
22	IEMG iShares Core MSCI Emerging…	0.7%	$582.22M	7.03M	+11.9%	▲ Add	3+
23	IDEV iShares Core MSCI…	0.7%	$567.52M	6.38M	+16.8%	▲ Add	3+
24	IWF iShares Russell 1000 Growth…	0.7%	$566.29M	4.56M	+0.1% ✂	▲ Add	3+
25	SCHX Schwab U.S. Large-Cap ETF	0.7%	$544.58M	18.50M	-3.5%	▼ Trim	3+
26	IJR iShares Core S&P Small-Cap…	0.6%	$532.07M	3.59M	+0.3%	▲ Add	3+
27	JNJ Johnson & Johnson	0.6%	$475.44M	1.87M	+1.4%	▲ Add	3+
28	VO Vanguard Morningstar…	0.6%	$466.41M	5.79M	+8.6% ✂	▲ Add	3+
29	IJH iShares Core S&P Mid-Cap ETF	0.6%	$463.37M	6.01M	+6.0%	▲ Add	3+
30	SGOV iShares 0-3 Month Treasury…	0.6%	$457.59M	4.55M	+27.5%	▲ Add	3+
31	VUG Vanguard Morningstar Growth…	0.6%	$453.32M	5.26M	+25.9% ✂	▲ Add	3+
32	VTV Vanguard Morningstar Value…	0.5%	$429.47M	1.97M	+21.4%	▲ Add	3+
33	BRK-B Berkshire Hathaway Inc.	0.5%	$421.37M	842.05K	+4.1%	▲ Add	3+
34	COST Costco Wholesale Corporation	0.5%	$410.56M	438.86K	+1.2%	▲ Add	3+
35	AMD Advanced Micro Devices, Inc.	0.5%	$405.95M	698.82K	+5.5%	▲ Add	3+
36	V Visa Inc.	0.5%	$402.57M	1.17M	+2.3%	▲ Add	3+
37	MTUM iShares MSCI USA Momentum…	0.5%	$377.00M	1.10M	-7.0%	▼ Trim	3+
38	SPAB State Street SPDR Portfolio…	0.4%	$367.58M	14.40M	+13.4%	▲ Add	3+
39	WMT Walmart Inc.	0.4%	$348.39M	3.08M	-1.9%	▼ Trim	3+
40	PANW Palo Alto Networks, Inc.	0.4%	$345.13M	1.01M	-2.2%	▼ Trim	3+
41	IWB iShares Russell 1000 ETF	0.4%	$334.01M	815.66K	+1.9%	▲ Add	3+
42	MU Micron Technology, Inc.	0.4%	$332.93M	288.48K	+11.5%	▲ Add	3+
43	VEU Vanguard FTSE All-World…	0.4%	$328.61M	3.92M	+9.5%	▲ Add	3+
44	ABBV AbbVie Inc.	0.4%	$320.90M	1.28M	+4.9%	▲ Add	3+
45	KLAC KLA Corporation	0.4%	$320.38M	1.06M	+5.9% ✂	▲ Add	3+
46	IQLT iShares MSCI Intl Quality…	0.4%	$309.80M	6.25M	+19.9%	▲ Add	3+
47	SPYM State Street SPDR Portfolio…	0.4%	$306.91M	3.49M	+48.8%	▲ Add	3+
48	TSM Taiwan Semiconductor…	0.4%	$304.98M	638.64K	+2.3%	▲ Add	3+
49	VGIT Vanguard Intermediate-Term…	0.4%	$304.49M	5.16M	+7.9%	▲ Add	3+
50	ITOT iShares Core S&P Total U.S.…	0.4%	$302.00M	1.84M	-1.4%	▼ Trim	3+
51	CSCO Cisco Systems, Inc.	0.4%	$301.42M	2.57M	-1.5%	▼ Trim	3+
52	CAT Caterpillar Inc.	0.4%	$297.31M	279.24K	+1.4%	▲ Add	3+
53	HD The Home Depot, Inc.	0.3%	$287.72M	856.90K	+10.2%	▲ Add	3+
54	VGSH Vanguard Short-Term…	0.3%	$287.44M	4.94M	-6.2%	▼ Trim	3+
55	XONA.DE Exxon Mobil Corporation	0.3%	$282.60M	2.07M	-5.7%	▼ Trim	3+
56	VB Vanguard Morningstar…	0.3%	$282.11M	930.91K	+7.8%	▲ Add	3+
57	SCHP Schwab US TIPS ETF	0.3%	$280.37M	10.58M	+8.0%	▲ Add	3+
58	TSLA Tesla, Inc.	0.3%	$278.49M	1.83M	+198.8%	▲ Add	3+
59	JPST JPMorgan Ultra-Short Income…	0.3%	$275.52M	5.45M	+5.0%	▲ Add	3+
60	BSV Vanguard Short-Term Bond ETF	0.3%	$273.62M	3.51M	+3.3%	▲ Add	3+
61	VWO Vanguard FTSE Emerging…	0.3%	$273.04M	4.83M	+14.9%	▲ Add	3+
62	APH Amphenol Corporation	0.3%	$268.11M	1.52M	+7.8%	▲ Add	3+
63	QQQM Invesco NASDAQ 100 ETF	0.3%	$267.75M	883.75K	+18.4%	▲ Add	3+
64	MGK Vanguard Morningstar Mega…	0.3%	$262.41M	2.98M	+10.3% ✂	▲ Add	3+
65	VXF Vanguard Extended Market ETF	0.3%	$261.55M	1.06M	+12.1%	▲ Add	3+
66	AVLV Avantis U.S. Large Cap…	0.3%	$248.66M	2.73M	-3.7%	▼ Trim	3+
67	AVEM Avantis Emerging Markets…	0.3%	$246.83M	2.56M	-24.1%	▼ Trim	3+
68	TJX The TJX Companies, Inc.	0.3%	$242.91M	1.60M	+1.4%	▲ Add	3+
69	BAC Bank of America Corporation	0.3%	$240.23M	4.22M	+2.0%	▲ Add	3+
70	VGT Vanguard Information…	0.3%	$239.67M	2.01M	+0.3% ✂	▲ Add	3+
71	RTX RTX Corporation	0.3%	$234.77M	1.24M	+2.3%	▲ Add	3+
72	VIG Vanguard Dividend…	0.3%	$233.93M	988.36K	+5.9%	▲ Add	3+
73	IEI iShares 3-7 Year Treasury…	0.3%	$230.19M	1.96M	-0.5%	▼ Trim	3+
74	CVX Chevron Corporation	0.3%	$227.53M	1.37M	+9.7%	▲ Add	3+
75	VTEB Vanguard Tax-Exempt Bond ETF	0.3%	$223.33M	4.42M	+0.3%	▲ Add	3+
76	CRWD CrowdStrike Holdings, Inc.	0.3%	$222.98M	292.66K	+0.4%	▲ Add	3+
77	SPYV State Street SPDR Portfolio…	0.3%	$222.74M	3.66M	+1.7%	▲ Add	3+
78	IAU iShares Gold Trust	0.3%	$221.47M	2.93M	-7.1%	▼ Trim	3+
79	GE GE Aerospace	0.3%	$213.44M	571.11K	+6.2%	▲ Add	3+
80	LRCX Lam Research Corporation	0.3%	$210.39M	485.64K	-1.1%	▼ Trim	3+
81	RODM Hartford Multifactor…	0.3%	$208.70M	5.16M	+26.8%	▲ Add	3+
82	IWD iShares Russell 1000 Value…	0.2%	$205.59M	848.03K	+4.0%	▲ Add	3+
83	MA Mastercard Incorporated	0.2%	$204.37M	397.90K	+0.6%	▲ Add	3+
84	SHY iShares 1-3 Year Treasury…	0.2%	$203.57M	2.48M	-1.0%	▼ Trim	3+
85	MRK Merck & Co., Inc.	0.2%	$201.45M	1.57M	-4.4%	▼ Trim	3+
86	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$198.47M	5.73M	+4.0%	▲ Add	3+
87	ITW Illinois Tool Works Inc.	0.2%	$198.12M	732.51K	-3.6%	▼ Trim	3+
88	DFAC Dimensional - US Core…	0.2%	$196.47M	4.43M	-0.7%	▼ Trim	3+
89	DFIV Dimensional - International…	0.2%	$196.20M	3.63M	+13.1%	▲ Add	3+
90	SCHF Schwab International Equity…	0.2%	$191.24M	7.38M	+7.2%	▲ Add	3+
91	AMAT Applied Materials, Inc.	0.2%	$188.23M	260.36K	+10.0%	▲ Add	3+
92	ASML ASML Holding N.V.	0.2%	$187.48M	94.24K	+2.0%	▲ Add	3+
93	GS The Goldman Sachs Group…	0.2%	$186.99M	184.88K	+0.8%	▲ Add	3+
94	INTC Intel Corp.	0.2%	$185.19M	1.33M	-13.3%	▼ Trim	3+
95	VXUS Vanguard Total…	0.2%	$180.69M	2.26M	+21.3%	▲ Add	3+
96	ORCL Oracle Corporation	0.2%	$179.24M	1.22M	+4.4%	▲ Add	3+
97	IWM iShares Russell 2000 ETF	0.2%	$177.99M	592.42K	+10.6%	▲ Add	3+
98	CGXU Capital Group International…	0.2%	$176.12M	5.09M	+1.1%	▲ Add	3+
99	EFA iShares MSCI EAFE ETF	0.2%	$175.62M	2.01M	+19.4%	▲ Add	3+
100	SPEM State Street SPDR Portfolio…	0.2%	$174.82M	3.38M	+3.6%	▲ Add	3+
101	DFSV Dimensional - US Small Cap…	0.2%	$173.37M	4.47M	+3.8%	▲ Add	3+
102	AVDV Avantis International Small…	0.2%	$168.21M	1.63M	+14.7%	▲ Add	3+
103	VCSH Vanguard Short-Term…	0.2%	$163.93M	2.08M	+15.9%	▲ Add	3+
104	BLK BlackRock, Inc.	0.2%	$163.19M	169.71K	+1.8%	▲ Add	3+
105	XLK State Street Technology…	0.2%	$162.03M	850.48K	-3.5%	▼ Trim	3+
106	VONG Vanguard Russell 1000…	0.2%	$161.90M	1.27M	+27.7%	▲ Add	3+
107	AMGN Amgen Inc.	0.2%	$161.09M	444.84K	+2.6%	▲ Add	3+
108	GLDM SPDR Gold MiniShares Trust	0.2%	$159.14M	2.00M	+58.1%	▲ Add	3+
109	GLD SPDR Gold Shares	0.2%	$156.14M	423.83K	-1.4%	▼ Trim	3+
110	ABT Abbott Laboratories	0.2%	$155.55M	1.80M	+13.4%	▲ Add	3+
111	IGM iShares Expanded Tech…	0.2%	$154.44M	944.12K	-0.9%	▼ Trim	3+
112	C Citigroup Inc.	0.2%	$153.83M	1.10M	-0.4%	▼ Trim	3+
113	USVM VictoryShares US Small Mid…	0.2%	$149.80M	1.36M	-4.9%	▼ Trim	3+
114	IVW iShares S&P 500 Growth ETF	0.2%	$147.83M	1.07M	+4.3%	▲ Add	3+
115	DFUV Dimensional - US Marketwide…	0.2%	$145.46M	2.64M	+4.4%	▲ Add	3+
116	CB Chubb Limited	0.2%	$145.12M	425.91K	+0.5%	▲ Add	3+
117	URI United Rentals, Inc.	0.2%	$143.07M	126.29K	-0.7%	▼ Trim	3+
118	SCHW The Charles Schwab…	0.2%	$142.49M	1.54M	+9.3%	▲ Add	3+
119	UNH UnitedHealth Group…	0.2%	$138.52M	333.27K	+6.2%	▲ Add	3+
120	GEV GE Vernova Inc.	0.2%	$137.89M	117.37K	+4.3%	▲ Add	3+
121	SCHA Schwab U.S. Small-Cap ETF	0.2%	$136.17M	4.00M	+4.1%	▲ Add	3+
122	PWR Quanta Services, Inc.	0.2%	$136.05M	188.95K	+3.5%	▲ Add	3+
123	SKOR FLEXSHARES TR	0.2%	$135.69M	2.80M	+17.9%	▲ Add	3+
124	ADI Analog Devices, Inc.	0.2%	$135.17M	340.33K	+3.5%	▲ Add	3+
125	IBM International Business…	0.2%	$134.48M	646.29K	+40.4%	▲ Add	3+
126	USMV iShares MSCI USA Min Vol…	0.2%	$132.46M	1.37M	+3.6%	▲ Add	3+
127	MCD McDonald's Corporation	0.2%	$132.22M	489.12K	-5.0%	▼ Trim	3+
128	NEE NextEra Energy, Inc.	0.2%	$131.07M	1.49M	+0.9%	▲ Add	3+
129	PEP PepsiCo, Inc.	0.2%	$127.95M	944.93K	-8.7%	▼ Trim	3+
130	TXN Texas Instruments…	0.2%	$127.93M	429.20K	+5.8%	▲ Add	3+
131	VRTX Vertex Pharmaceuticals…	0.2%	$127.10M	255.87K	-13.8%	▼ Trim	3+
132	WM Waste Management, Inc.	0.2%	$126.31M	566.72K	-2.2%	▼ Trim	3+
133	VYM Vanguard High Dividend…	0.2%	$126.24M	798.79K	+3.1%	▲ Add	3+
134	ACWX iShares MSCI ACWI ex U.S.…	0.2%	$126.23M	1.66M	+9.0%	▲ Add	3+
135	MUB iShares National Muni Bond…	0.1%	$118.51M	1.10M	+2.9%	▲ Add	3+
136	ANGL VanEck Fallen Angel High…	0.1%	$116.09M	3.97M	+13.9%	▲ Add	3+
137	DIS The Walt Disney Company	0.1%	$116.03M	1.21M	-0.6%	▼ Trim	3+
138	DFLV Dimensional - US Large Cap…	0.1%	$113.76M	2.88M	+32.8%	▲ Add	3+
139	SCHG Schwab U.S. Large-Cap…	0.1%	$113.14M	3.90M	+22.1%	▲ Add	3+
140	DHR Danaher Corporation	0.1%	$112.70M	591.66K	+49.2%	▲ Add	3+
141	EMR Emerson Electric Co.	0.1%	$110.93M	774.95K	-1.9%	▼ Trim	3+
142	NFLX Netflix, Inc.	0.1%	$109.57M	1.53M	+2.0%	▲ Add	3+
143	IVE iShares S&P 500 Value ETF	0.1%	$108.38M	477.31K	-7.8%	▼ Trim	3+
144	GLW Corning Inc	0.1%	$107.64M	423.26K	+1.6%	▲ Add	3+
145	DE Deere & Company	0.1%	$107.48M	169.45K	-0.8%	▼ Trim	3+
146	IWR iShares Russell Mid-Cap ETF	0.1%	$106.91M	969.04K	+7.9%	▲ Add	3+
147	PLTR Palantir Technologies Inc.	0.1%	$106.14M	909.59K	+4.9%	▲ Add	3+
148	CMI Cummins Inc.	0.1%	$105.23M	147.54K	-0.8%	▼ Trim	3+
149	UNP Union Pacific Corporation	0.1%	$104.82M	385.33K	+0.7%	▲ Add	3+
150	DFAE Dimensional - Emerging Core…	0.1%	$102.69M	2.55M	+10.2%	▲ Add	3+
151	WFC Wells Fargo & Company	0.1%	$101.22M	1.22M	+16.4%	▲ Add	3+
152	IEF iShares 7-10 Year Treasury…	0.1%	$100.40M	1.06M	+7.9%	▲ Add	3+
153	TMO Thermo Fisher Scientific…	0.1%	$100.06M	199.57K	-0.5%	▼ Trim	3+
154	QCOM QUALCOMM Incorporated	0.1%	$99.44M	689.58K	+32.9%	▲ Add	3+
155	SPDW State Street SPDR Portfolio…	0.1%	$99.16M	1.97M	-5.9%	▼ Trim	3+
156	VT Vanguard Total World Stock…	0.1%	$98.90M	630.14K	+2.2%	▲ Add	3+
157	MDY State Street SPDR S&P…	0.1%	$98.30M	139.76K	+0.7%	▲ Add	3+
158	BIV Vanguard Intermediate-Term…	0.1%	$97.90M	1.28M	+5.6%	▲ Add	3+
159	VONE Vanguard Russell 1000 ETF	0.1%	$97.44M	287.67K	-0.8%	▼ Trim	3+
160	SYK Stryker Corporation	0.1%	$96.61M	306.87K	-2.4%	▼ Trim	3+
161	OAKM HARRIS OAKMARK ETF TRUST	0.1%	$94.65M	3.36M	+7.7%	▲ Add	3+
162	DFAT Dimensional - US Targeted…	0.1%	$93.35M	1.34M	+18.6%	▲ Add	3+
163	KO The Coca-Cola Company	0.1%	$92.84M	1.14M	+0.7%	▲ Add	3+
164	SPTS State Street SPDR Portfolio…	0.1%	$92.74M	3.20M	+2.2%	▲ Add	3+
165	WDC Western Digital Corporation	0.1%	$92.14M	144.26K	-16.6%	▼ Trim	3+
166	DYNF iShares U.S. Equity Factor…	0.1%	$91.24M	1.34M	+1.1%	▲ Add	3+
167	TER Teradyne, Inc.	0.1%	$90.29M	186.60K	-8.6%	▼ Trim	3+
168	GSIE Goldman Sachs ActiveBeta…	0.1%	$89.30M	1.95M	+51.9%	▲ Add	3+
169	SPGI S&P Global Inc.	0.1%	$89.02M	218.59K	-3.4%	▼ Trim	3+
170	VTIP Vanguard Short-Term…	0.1%	$87.48M	1.74M	+146.7%	▲ Add	3+
171	BND Vanguard Total Bond Market…	0.1%	$86.86M	1.48M	+42.4%	▲ Add	3+
172	NTRS Northern Trust Corporation	0.1%	$86.52M	497.73K	-2.1%	▼ Trim	3+
173	LMT Lockheed Martin Corporation	0.1%	$85.62M	168.03K	+1.8%	▲ Add	3+
174	UBER Uber Technologies, Inc.	0.1%	$84.80M	1.18M	+0.7%	▲ Add	3+
175	BNDX Vanguard Total…	0.1%	$82.83M	1.71M	+24.8%	▲ Add	3+
176	USHY iShares Broad USD High…	0.1%	$81.83M	2.21M	+12.7%	▲ Add	3+
177	DFAI Dimensional - International…	0.1%	$80.93M	1.96M	+53.7%	▲ Add	3+
178	FIX Comfort Systems USA, Inc.	0.1%	$80.45M	40.59K	-10.9%	▼ Trim	3+
179	SCHD Schwab U.S. Dividend Equity…	0.1%	$79.98M	2.52M	+0.8%	▲ Add	3+
180	ANET Arista Networks, Inc.	0.1%	$79.93M	470.49K	-11.4%	▼ Trim	3+
181	HTO H2O America	0.1%	$79.44M	1.31M	-0.2%	▼ Trim	3+
182	PM Philip Morris International…	0.1%	$77.62M	429.08K	+7.8%	▲ Add	3+
183	LIN Linde plc	0.1%	$77.42M	149.19K	+0.9%	▲ Add	3+
184	ETN Eaton Corporation plc	0.1%	$77.33M	181.49K	+2.9%	▲ Add	3+
185	COF Capital One Financial…	0.1%	$76.54M	381.51K	+11.4%	▲ Add	3+
186	ELV Elevance Health Inc.	0.1%	$76.37M	197.49K	+104.0%	▲ Add	3+
187	AVDE Avantis International…	0.1%	$75.53M	846.76K	-1.2%	▼ Trim	3+
188	SNDK Sandisk Corporation	0.1%	$75.00M	32.98K	-37.0%	▼ Trim	3+
189	VNQ Vanguard Real Estate ETF	0.1%	$74.35M	771.02K	+23.2%	▲ Add	3+
190	AXP American Express Company	0.1%	$74.00M	218.77K	+1.6%	▲ Add	3+
191	MRVL Marvell Technology, Inc.	0.1%	$73.73M	247.55K	+148.6%	▲ Add	3+
192	BMY Bristol-Myers Squibb Company	0.1%	$73.61M	1.28M	-8.3%	▼ Trim	3+
193	USB U.S. Bancorp	0.1%	$73.54M	1.22M	-2.7%	▼ Trim	3+
194	SWAN AMPLIFY ETF TR	0.1%	$73.51M	2.20M	+1.4%	▲ Add	3+
195	VV Vanguard Morningstar…	0.1%	$72.62M	211.16K	-0.6%	▼ Trim	3+
196	PNC The PNC Financial Services…	0.1%	$71.71M	291.24K	+15.1%	▲ Add	3+
197	BX Blackstone Inc.	0.1%	$71.37M	606.51K	+0.5%	▲ Add	3+
198	ECL Ecolab Inc.	0.1%	$69.60M	249.82K	+3.9%	▲ Add	3+
199	BA The Boeing Company	0.1%	$69.42M	320.58K	+21.8%	▲ Add	3+
200	CORT Corcept Therapeutics…	0.1%	$69.31M	797.12K	+8.9%	▲ Add	3+
201	ABNB Airbnb, Inc.	0.1%	$68.73M	480.32K	+4.8%	▲ Add	3+
202	VZ Verizon Communications Inc.	0.1%	$68.66M	1.62M	+11.3%	▲ Add	3+
203	STX Seagate Technology Holdings…	0.1%	$68.47M	70.95K	+17.5%	▲ Add	3+
204	ISRG Intuitive Surgical, Inc.	0.1%	$68.09M	171.23K	-14.1%	▼ Trim	3+
205	SPTM State Street SPDR Portfolio…	0.1%	$66.62M	733.77K	-1.2%	▼ Trim	3+
206	SCHH Schwab U.S. REIT ETF	0.1%	$64.51M	2.72M	+2.4%	▲ Add	3+
207	HON Honeywell International Inc.	0.1%	$64.05M	286.04K	-4.1% ✂	▼ Trim	3+
208	DISV Dimensional - International…	0.1%	$63.92M	1.59M	+12.2%	▲ Add	3+
209	VGK Vanguard FTSE Europe ETF	0.1%	$63.81M	720.64K	+2.1%	▲ Add	3+
210	IJK iShares S&P Mid-Cap 400…	0.1%	$63.04M	536.49K	+1.1%	▲ Add	3+
211	HOOD Robinhood Markets, Inc.	0.1%	$62.55M	623.76K	-5.4%	▼ Trim	3+
212	USRT iShares Core U.S. REIT ETF	0.1%	$62.48M	940.27K	+2.7%	▲ Add	3+
213	HONA Honeywell Aerospace Inc	0.1%	$62.39M	282.21K	Mới	New	1
214	WT WisdomTree, Inc.	0.1%	$62.07M	870.32K	-0.2%	▼ Trim	3+
215	MDT Medtronic plc	0.1%	$61.72M	788.91K	+4.3%	▲ Add	3+
216	LSGR NATIXIS ETF TRUST II	0.1%	$61.55M	1.46M	+27.5%	▲ Add	3+
217	BRK-A Berkshire Hathaway Inc.	0.1%	$61.41M	82	0.0%	Held	3+
218	VIOO Vanguard S&P Small-Cap 600…	0.1%	$60.92M	442.94K	-0.8%	▼ Trim	3+
219	VBR Vanguard Morningstar…	0.1%	$60.45M	248.77K	-7.0%	▼ Trim	3+
220	OEF iShares S&P 100 ETF	0.1%	$60.40M	165.09K	-0.8%	▼ Trim	3+
221	AZN AstraZeneca PLC	0.1%	$60.31M	318.62K	+5.8%	▲ Add	3+
222	EIX Edison International	0.1%	$60.28M	809.68K	-5.7%	▼ Trim	3+
223	NOW ServiceNow, Inc.	0.1%	$60.00M	604.39K	-1.9%	▼ Trim	3+
224	CRM Salesforce, Inc.	0.1%	$59.55M	380.07K	-36.8%	▼ Trim	3+
225	DFUS Dimensional U.S. Equity ETF	0.1%	$58.88M	718.66K	+4.1%	▲ Add	3+
226	VOOG Vanguard S&P 500 Growth ETF	0.1%	$58.81M	711.92K	+2.4% ✂	▲ Add	3+
227	FTNT Fortinet, Inc.	0.1%	$58.70M	382.11K	-11.2%	▼ Trim	3+
228	SNPS Synopsys, Inc.	0.1%	$58.43M	130.99K	+7.6%	▲ Add	3+
229	DFAS Dimensional - US Small Cap…	0.1%	$58.04M	704.90K	+23.9%	▲ Add	3+
230	PH Parker-Hannifin Corporation	0.1%	$57.67M	58.96K	+9.1%	▲ Add	3+
231	WRB W. R. Berkley Corporation	0.1%	$57.46M	814.69K	+5.1%	▲ Add	3+
232	MS Morgan Stanley	0.1%	$57.06M	278.62K	+7.6%	▲ Add	3+
233	NSC Norfolk Southern Corporation	0.1%	$57.01M	181.22K	+0.9%	▲ Add	3+
234	UPS United Parcel Service, Inc.	0.1%	$56.44M	525.03K	-1.3%	▼ Trim	3+
235	MGV Vanguard Morningstar Mega…	0.1%	$56.32M	343.97K	+31.9%	▲ Add	3+
236	CI Cigna Corporation	0.1%	$56.11M	203.54K	+55.8%	▲ Add	3+
237	EFV iShares MSCI EAFE Value ETF	0.1%	$56.03M	732.01K	-29.8%	▼ Trim	3+
238	CL Colgate-Palmolive Company	0.1%	$55.59M	606.32K	+8.1%	▲ Add	3+
239	WELL Welltower Inc.	0.1%	$55.24M	243.38K	-1.7%	▼ Trim	3+
240	ADP Automatic Data Processing…	0.1%	$55.19M	246.43K	+6.2%	▲ Add	3+
241	DUK Duke Energy Corporation	0.1%	$54.90M	433.71K	-1.5%	▼ Trim	3+
242	VRT Vertiv Holdings Co	0.1%	$54.79M	163.65K	-2.3%	▼ Trim	3+
243	IWV iShares Russell 3000 ETF	0.1%	$54.51M	127.83K	+2.6%	▲ Add	3+
244	XLE State Street Energy Select…	0.1%	$54.40M	1.02M	+1.6%	▲ Add	3+
245	XLF State Street Financial…	0.1%	$53.96M	1.01M	-1.3%	▼ Trim	3+
246	IJT iShares S&P Small-Cap 600…	0.1%	$53.68M	300.54K	+9.8%	▲ Add	3+
247	BSX Boston Scientific…	0.1%	$53.39M	1.25M	-1.0%	▼ Trim	3+
248	LOW Lowe's Companies, Inc.	0.1%	$53.09M	240.80K	-5.7%	▼ Trim	3+
249	CPB Campbell Soup Company	0.1%	$52.95M	2.38M	+109.2%	▲ Add	3+
250	SUB iShares Short-Term National…	0.1%	$52.44M	492.53K	-5.0%	▼ Trim	3+
251	NVS Novartis AG	0.1%	$52.44M	334.60K	+1.4%	▲ Add	3+
252	IBIT iShares Bitcoin Trust ETF	0.1%	$52.15M	1.57M	-10.3%	▼ Trim	3+
253	EBAY eBay Inc.	0.1%	$51.95M	464.90K	+12.9%	▲ Add	3+
254	PCG PG&E Corporation	0.1%	$51.85M	3.08M	-2.2%	▼ Trim	3+
255	PGR The Progressive Corporation	0.1%	$51.27M	234.72K	+0.7%	▲ Add	3+
256	VPL Vanguard FTSE Pacific ETF	0.1%	$51.23M	442.81K	-0.7%	▼ Trim	3+
257	ACN Accenture plc	0.1%	$50.83M	408.45K	+15.9%	▲ Add	3+
258	MPC Marathon Petroleum…	0.1%	$50.52M	197.58K	-3.5%	▼ Trim	3+
259	DDOG Datadog, Inc.	0.1%	$50.09M	192.40K	+68.2%	▲ Add	3+
260	MCK McKesson Corporation	0.1%	$49.95M	66.10K	-2.4%	▼ Trim	3+
261	CASY Casey's General Stores, Inc.	0.1%	$48.80M	61.40K	-9.1%	▼ Trim	3+
262	RWL Invesco S&P 500 Revenue ETF	0.1%	$48.71M	381.26K	-1.1%	▼ Trim	3+
263	GM General Motors Company	0.1%	$48.42M	628.15K	-0.3%	▼ Trim	3+
264	BKNG Booking Holdings Inc.	0.1%	$48.35M	271.24K	-23.4% ✂	▼ Trim	3+
265	EFG iShares MSCI EAFE Growth ETF	0.1%	$48.13M	386.87K	+2.6%	▲ Add	3+
266	CNC Centene Corp.	0.1%	$48.02M	748.02K	-21.0%	▼ Trim	3+
267	SCHB Schwab U.S. Broad Market ETF	0.1%	$47.92M	1.65M	+27.1%	▲ Add	3+
268	CORO iShares International…	0.1%	$47.18M	1.29M	+1.4%	▲ Add	2
269	IGSB iShares 1-5 Year Investment…	0.1%	$47.01M	897.04K	-5.7%	▼ Trim	3+
270	PAYX Paychex, Inc.	0.1%	$46.81M	476.05K	+12.7%	▲ Add	3+
271	XLI State Street Industrial…	0.1%	$46.50M	251.04K	-2.0%	▼ Trim	3+
272	FDX FedEx Corporation	0.1%	$46.06M	147.10K	-18.8% ✂	▼ Trim	3+
273	APO Apollo Global Management…	0.1%	$45.98M	388.65K	-7.0%	▼ Trim	3+
274	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$45.78M	2.35M	+31.0%	▲ Add	3+
275	DIA State Street SPDR Dow Jones…	0.1%	$45.04M	86.21K	-7.4%	▼ Trim	3+
276	CVS CVS Health Corp.	0.1%	$45.02M	435.15K	-1.3%	▼ Trim	3+
277	MDLZ Mondelez International, Inc.	0.1%	$44.62M	771.50K	-4.2%	▼ Trim	3+
278	TFI State Street SPDR Nuveen…	0.1%	$44.58M	973.37K	+5.3%	▲ Add	3+
279	DAL Delta Air Lines, Inc.	0.1%	$44.45M	474.58K	-12.7%	▼ Trim	3+
280	DFIS Dimensional - International…	0.1%	$44.42M	1.27M	+84.2%	▲ Add	3+
281	TT Trane Technologies plc	0.1%	$44.32M	90.24K	+10.8%	▲ Add	3+
282	COP ConocoPhillips	0.1%	$44.16M	424.76K	-5.9%	▼ Trim	3+
283	JBHT J.B. Hunt Transport…	0.1%	$44.09M	152.34K	+1.6%	▲ Add	3+
284	IUSB iShares Core Universal USD…	0.1%	$43.99M	953.13K	+76.0%	▲ Add	3+
285	PFE Pfizer Inc.	0.1%	$43.74M	1.82M	+7.0%	▲ Add	3+
286	XLV State Street Health Care…	0.1%	$43.64M	275.04K	+1.7%	▲ Add	3+
287	ACWI iShares MSCI ACWI ETF	0.1%	$43.38M	276.38K	+5.4%	▲ Add	3+
288	GPIQ Goldman Sachs Nasdaq-100…	0.1%	$43.29M	729.81K	+8.5%	▲ Add	3+
289	XYL Xylem Inc.	0.1%	$42.83M	362.32K	+6.0%	▲ Add	3+
290	TGT Target Corporation	0.1%	$42.82M	327.86K	-1.7%	▼ Trim	3+
291	TRV The Travelers Companies…	0.1%	$42.55M	128.90K	+3.4%	▲ Add	3+
292	INTU Intuit Inc.	0.1%	$41.77M	160.05K	-27.1%	▼ Trim	3+
293	ROST Ross Stores, Inc.	0.1%	$41.68M	195.81K	+15.1%	▲ Add	3+
294	SCHV Schwab U.S. Large-Cap Value…	0.1%	$40.96M	1.74M	+58.1%	▲ Add	3+
295	IAGG iShares Core International…	0.0%	$40.50M	800.32K	-14.7%	▼ Trim	3+
296	ADBE Adobe Inc.	0.0%	$40.45M	197.29K	-26.9%	▼ Trim	3+
297	LHX L3Harris Technologies, Inc.	0.0%	$40.05M	137.81K	+11.4%	▲ Add	3+
298	MMM 3M Company	0.0%	$39.64M	244.82K	-57.4%	▼ Trim	3+
299	PLD Prologis, Inc.	0.0%	$39.10M	288.65K	+4.8%	▲ Add	3+
300	IJJ iShares S&P Mid-Cap 400…	0.0%	$38.89M	263.25K	-1.0%	▼ Trim	3+
301	ES Eversource Energy	0.0%	$38.84M	537.37K	+149.7%	▲ Add	3+
302	FTI TechnipFMC plc	0.0%	$38.67M	583.23K	+5.6%	▲ Add	3+
303	GD General Dynamics Corporation	0.0%	$38.57M	108.88K	-14.1%	▼ Trim	3+
304	CEG Constellation Energy…	0.0%	$38.44M	154.75K	+73.4%	▲ Add	3+
305	SCHR Schwab Intermediate-Term…	0.0%	$38.23M	1.55M	-19.6%	▼ Trim	3+
306	UL Unilever PLC	0.0%	$38.11M	633.87K	-2.0%	▼ Trim	3+
307	PSX Phillips 66	0.0%	$37.92M	224.30K	+9.9%	▲ Add	3+
308	SHV iShares Trust iShares 0-1…	0.0%	$37.76M	342.21K	-3.0%	▼ Trim	3+
309	KMI Kinder Morgan, Inc.	0.0%	$37.71M	1.18M	+0.5%	▲ Add	3+
310	MO Altria Group, Inc.	0.0%	$37.64M	523.16K	+8.5%	▲ Add	3+
311	SCHO Schwab Short-Term U.S.…	0.0%	$37.55M	1.56M	-8.1%	▼ Trim	3+
312	BAI iShares A.I. Innovation and…	0.0%	$37.35M	708.47K	-20.4%	▼ Trim	2
313	AMP Ameriprise Financial, Inc.	0.0%	$37.24M	81.17K	-15.5%	▼ Trim	3+
314	SHW The Sherwin-Williams Company	0.0%	$37.12M	107.82K	-1.9%	▼ Trim	3+
315	SNOW Snowflake Inc.	0.0%	$36.99M	145.34K	+13.4%	▲ Add	3+
316	ICE Intercontinental Exchange…	0.0%	$36.98M	300.34K	+2.6%	▲ Add	3+
317	AFL Aflac Incorporated	0.0%	$36.78M	313.67K	+4.7%	▲ Add	3+
318	DELL Dell Technologies Inc.	0.0%	$36.60M	84.82K	+7.7%	▲ Add	3+
319	T AT&T Inc.	0.0%	$36.26M	1.75M	-3.4%	▼ Trim	3+
320	RBLX Roblox Corporation	0.0%	$36.25M	666.68K	+9.4%	▲ Add	3+
321	JBL Jabil Inc.	0.0%	$36.23M	93.99K	-2.0%	▼ Trim	3+
322	MOAT VanEck Morningstar Wide…	0.0%	$35.93M	345.58K	-1.6%	▼ Trim	3+
323	ADSK Autodesk, Inc.	0.0%	$35.86M	184.43K	0.0%	▲ Add	3+
324	DRI Darden Restaurants, Inc.	0.0%	$35.83M	173.94K	+605.5%	▲ Add	3+
325	SHEL Shell plc	0.0%	$35.76M	461.15K	+6.8%	▲ Add	3+
326	GWW W.W. Grainger, Inc.	0.0%	$35.74M	26.27K	+6.2%	▲ Add	3+
327	TDW Tidewater Inc.	0.0%	$35.67M	535.39K	-1.3%	▼ Trim	3+
328	GPIX Goldman Sachs S&P 500…	0.0%	$35.20M	633.36K	+10.1%	▲ Add	3+
329	CGGR Capital Group Growth ETF	0.0%	$35.01M	741.70K	0.0%	▲ Add	3+
330	VLO Valero Energy Corporation	0.0%	$34.94M	134.17K	+7.1%	▲ Add	3+
331	ISWN AMPLIFY ETF TR	0.0%	$34.59M	1.55M	+2.3%	▲ Add	3+
332	BIL State Street SPDR Bloomberg…	0.0%	$34.55M	377.05K	-33.7%	▼ Trim	3+
333	BDX Becton, Dickinson and…	0.0%	$33.68M	222.55K	-4.0%	▼ Trim	3+
334	DTE DTE Energy Company	0.0%	$33.23M	218.08K	+106.0%	▲ Add	3+
335	XYZ Block, Inc.	0.0%	$33.01M	434.33K	+5.8%	▲ Add	3+
336	VSS Vanguard FTSE All-World…	0.0%	$32.98M	213.72K	+3.7%	▲ Add	3+
337	CMCSA Comcast Corporation	0.0%	$32.76M	1.33M	-10.2%	▼ Trim	3+
338	SCHE Schwab Emerging Markets…	0.0%	$32.69M	901.14K	+1.5%	▲ Add	3+
339	FCX Freeport-McMoRan Inc.	0.0%	$32.56M	517.71K	+20.7%	▲ Add	3+
340	GILD Gilead Sciences, Inc.	0.0%	$32.51M	257.29K	-4.8%	▼ Trim	3+
341	VTHR Vanguard Russell 3000 ETF	0.0%	$32.37M	97.66K	-3.2%	▼ Trim	3+
342	WAB Westinghouse Air Brake…	0.0%	$32.26M	119.67K	-8.5%	▼ Trim	3+
343	GOVT iShares U.S. Treasury Bond…	0.0%	$32.24M	1.42M	-9.6%	▼ Trim	3+
344	IWO iShares Russell 2000 Growth…	0.0%	$32.17M	81.65K	+13.0%	▲ Add	3+
345	FITB Fifth Third Bancorp	0.0%	$31.95M	566.75K	+41.4%	▲ Add	3+
346	ALC Alcon Inc.	0.0%	$31.94M	476.04K	+1.9%	▲ Add	3+
347	GDS GDS Holdings Limited	0.0%	$31.89M	1.06M	0.0%	▼ Trim	3+
348	TMUS T-Mobile US, Inc.	0.0%	$31.67M	188.84K	+21.7%	▲ Add	3+
349	EQIX Equinix, Inc.	0.0%	$31.67M	30.38K	+12.9%	▲ Add	3+
350	SPMO Invesco S&P 500 Momentum ETF	0.0%	$31.25M	193.44K	-23.3%	▼ Trim	3+
351	AWK American Water Works…	0.0%	$31.24M	237.46K	+14.3%	▲ Add	3+
352	JEPI JPMorgan Equity Premium…	0.0%	$31.24M	553.07K	+1.0%	▲ Add	3+
353	IJS iShares S&P Small-Cap 600…	0.0%	$31.01M	226.91K	+15.7%	▲ Add	3+
354	FNDF Schwab Fundamental…	0.0%	$30.98M	583.35K	+49.4%	▲ Add	3+
355	JMST JPMorgan Ultra-Short…	0.0%	$30.84M	604.68K	-5.9%	▼ Trim	3+
356	APD Air Products and Chemicals…	0.0%	$30.83M	105.16K	+3.6%	▲ Add	3+
357	BKLN Invesco Senior Loan ETF	0.0%	$30.74M	1.51M	+5.7%	▲ Add	3+
358	SLYV State Street SPDR S&P 600…	0.0%	$30.63M	280.73K	-1.9%	▼ Trim	3+
359	MRSH Marsh & McLennan Companies…	0.0%	$30.51M	183.08K	-14.1%	▼ Trim	3+
360	SYY Sysco Corporation	0.0%	$30.29M	362.36K	+15.8%	▲ Add	3+
361	ED Consolidated Edison, Inc.	0.0%	$30.20M	272.99K	+21.8%	▲ Add	3+
362	WBD Warner Bros. Discovery, Inc.	0.0%	$30.19M	1.13M	+67.8%	▲ Add	3+
363	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$30.13M	551.47K	+103.9%	▲ Add	3+
364	JCI Johnson Controls…	0.0%	$29.97M	205.13K	+5.0%	▲ Add	3+
365	EEM iShares MSCI Emerging…	0.0%	$29.94M	437.62K	+4.8%	▲ Add	3+
366	AON Aon plc	0.0%	$29.87M	90.06K	+33.7%	▲ Add	3+
367	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$29.81M	225.46K	-0.7%	▼ Trim	3+
368	EMXC iShares MSCI Emerging…	0.0%	$29.42M	287.56K	-2.5%	▼ Trim	3+
369	VCIT Vanguard Intermediate-Term…	0.0%	$29.34M	381.16K	+69.3%	▲ Add	3+
370	JCPB JPMorgan Core Plus Bond ETF	0.0%	$29.14M	620.74K	-2.7%	▼ Trim	3+
371	CPAY Corpay, Inc.	0.0%	$28.82M	86.48K	+24.7%	▲ Add	3+
372	LECO Lincoln Electric Holdings…	0.0%	$28.62M	107.79K	-7.1%	▼ Trim	3+
373	RH Rh	0.0%	$28.52M	265.49K	-9.3%	▼ Trim	3+
374	CTAS Cintas Corporation	0.0%	$28.52M	167.70K	-9.0%	▼ Trim	3+
375	EME EMCOR Group, Inc.	0.0%	$28.50M	34.34K	+4.4%	▲ Add	3+
376	MAR Marriott International, Inc.	0.0%	$28.38M	76.56K	+11.4%	▲ Add	3+
377	MCO Moody's Corporation	0.0%	$28.37M	62.65K	+15.8%	▲ Add	3+
378	NTRA Natera, Inc.	0.0%	$28.26M	104.10K	-5.1%	▼ Trim	3+
379	AME AMETEK, Inc.	0.0%	$28.07M	116.03K	-4.7%	▼ Trim	3+
380	MEDP Medpace Holdings, Inc.	0.0%	$28.02M	52.91K	-35.5%	▼ Trim	3+
381	BAPR INNOVATOR ETFS TRUST	0.0%	$27.69M	519.84K	+49.1%	▲ Add	3+
382	CIEN Ciena Corporation	0.0%	$27.66M	56.40K	-28.2%	▼ Trim	3+
383	XLSR SSGA ACTIVE TR	0.0%	$27.54M	424.68K	+9.0%	▲ Add	2
384	TFC Truist Financial Corporation	0.0%	$27.53M	552.50K	-0.8%	▼ Trim	3+
385	SBUX Starbucks Corporation	0.0%	$27.51M	269.23K	-7.0%	▼ Trim	3+
386	KKR KKR & Co. Inc.	0.0%	$27.51M	299.71K	-31.7%	▼ Trim	3+
387	PFF iShares Preferred and…	0.0%	$27.46M	900.45K	+1.6%	▲ Add	3+
388	FLG Flagstar Financial, Inc.	0.0%	$27.44M	1.84M	+1.4%	▲ Add	3+
389	IQV IQVIA Holdings Inc.	0.0%	$27.29M	141.23K	-2.0%	▼ Trim	3+
390	VRSN VeriSign, Inc.	0.0%	$27.26M	108.35K	+28.9%	▲ Add	3+
391	MOH Molina Healthcare, Inc.	0.0%	$27.21M	118.97K	+32.9%	▲ Add	3+
392	ILMN Illumina, Inc.	0.0%	$27.20M	154.69K	-9.9%	▼ Trim	3+
393	MAGS Roundhill Magnificent Seven…	0.0%	$27.11M	421.60K	+39.5%	▲ Add	3+
394	IGF iShares Global…	0.0%	$27.09M	406.80K	+26.8%	▲ Add	3+
395	DOV Dover Corporation	0.0%	$26.96M	120.20K	-1.4%	▼ Trim	3+
396	HALO Halozyme Therapeutics, Inc.	0.0%	$26.89M	343.59K	-1.6%	▼ Trim	3+
397	IGIB iShares 5-10 Year…	0.0%	$26.87M	505.32K	-2.3%	▼ Trim	3+
398	LNG Cheniere Energy, Inc.	0.0%	$26.62M	111.36K	+1.0%	▲ Add	3+
399	CFG Citizens Financial Group…	0.0%	$26.47M	377.81K	-1.2%	▼ Trim	3+
400	BLCR iShares Large Cap Core…	0.0%	$26.43M	524.75K	+9.4%	▲ Add	2
401	PEG Public Service Enterprise…	0.0%	$26.39M	325.17K	+31.0%	▲ Add	3+
402	SPMD State Street SPDR Portfolio…	0.0%	$26.35M	390.07K	+0.7%	▲ Add	3+
403	AMT American Tower Corporation	0.0%	$26.13M	159.74K	+49.6%	▲ Add	3+
404	GIS General Mills, Inc.	0.0%	$26.13M	750.79K	+33.9%	▲ Add	3+
405	AEP American Electric Power…	0.0%	$26.11M	190.82K	-25.6%	▼ Trim	3+
406	IXUS iShares Core MSCI Total…	0.0%	$26.10M	273.45K	+2.2%	▲ Add	3+
407	NEM Newmont Corporation	0.0%	$25.81M	276.29K	-5.8%	▼ Trim	3+
408	NVO Novo Nordisk A/S	0.0%	$25.61M	534.22K	+12.6%	▲ Add	3+
409	XLU State Street Utilities…	0.0%	$25.52M	562.77K	+2.5%	▲ Add	3+
410	SPIB State Street SPDR Portfolio…	0.0%	$25.42M	759.80K	+6.7%	▲ Add	3+
411	PSA Public Storage	0.0%	$25.29M	79.45K	-2.3%	▼ Trim	3+
412	AXON Axon Enterprise, Inc.	0.0%	$25.20M	44.95K	+894.8%	▲ Add	3+
413	TPR Tapestry, Inc.	0.0%	$25.19M	172.07K	-20.0%	▼ Trim	3+
414	EVR Evercore Inc.	0.0%	$25.01M	73.25K	+19.2%	▲ Add	3+
415	SPSM State Street SPDR Portfolio…	0.0%	$24.90M	431.82K	+0.9%	▲ Add	3+
416	MBB iShares MBS ETF	0.0%	$24.80M	262.43K	-9.1%	▼ Trim	3+
417	HUM Humana Inc.	0.0%	$24.76M	62.34K	+34.2%	▲ Add	3+
418	DAR Darling Ingredients Inc.	0.0%	$24.75M	453.18K	+55.3%	▲ Add	3+
419	IYW iShares U.S. Technology ETF	0.0%	$24.60M	97.54K	+13.6%	▲ Add	3+
420	SO The Southern Company	0.0%	$24.59M	256.90K	-1.5%	▼ Trim	3+
421	REGN Regeneron Pharmaceuticals…	0.0%	$24.49M	39.27K	-10.7%	▼ Trim	3+
422	VDC Vanguard Consumer Staples…	0.0%	$24.45M	108.43K	-13.2%	▼ Trim	3+
423	ROP Roper Technologies, Inc.	0.0%	$24.01M	70.97K	-36.6%	▼ Trim	3+
424	THC Tenet Healthcare Corporation	0.0%	$23.95M	128.02K	-13.3%	▼ Trim	3+
425	GNRC Generac Holdings Inc.	0.0%	$23.91M	81.64K	+53.6%	▲ Add	3+
426	MKC McCormick & Company…	0.0%	$23.66M	469.35K	+114.0%	▲ Add	3+
427	CRS Carpenter Technology…	0.0%	$23.66M	38.35K	+69.4%	▲ Add	3+
428	LH Labcorp Holdings Inc.	0.0%	$23.58M	84.20K	-1.0%	▼ Trim	3+
429	EOG EOG Resources, Inc.	0.0%	$23.51M	181.19K	+48.0%	▲ Add	3+
430	IWN iShares Russell 2000 Value…	0.0%	$23.50M	106.26K	+1.3%	▲ Add	3+
431	VHT Vanguard Health Care ETF	0.0%	$23.50M	78.58K	-3.0%	▼ Trim	3+
432	XLY State Street Consumer…	0.0%	$23.44M	199.91K	-9.7%	▼ Trim	3+
433	EXC Exelon Corporation	0.0%	$23.31M	499.95K	+15.1%	▲ Add	3+
434	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$23.30M	163.64K	0.0%	▼ Trim	3+
435	INCY Incyte Corporation	0.0%	$23.25M	205.07K	-9.5%	▼ Trim	3+
436	SHLD Global X - Defense Tech ETF	0.0%	$23.23M	389.07K	+28.8%	▲ Add	2
437	COO The Cooper Companies, Inc.	0.0%	$23.18M	323.31K	+136.3%	▲ Add	3+
438	MNST Monster Beverage Corporation	0.0%	$23.17M	241.04K	+5.9%	▲ Add	3+
439	PDO PIMCO DYNAMIC INCOME OPRNTS	0.0%	$22.93M	1.73M	-0.7%	▼ Trim	2
440	TXRH Texas Roadhouse, Inc.	0.0%	$22.91M	118.55K	-2.2%	▼ Trim	3+
441	KBWB Invesco KBW Bank ETF	0.0%	$22.84M	245.60K	-2.2%	▼ Trim	3+
442	POCT INNOVATOR ETFS TRUST	0.0%	$22.62M	487.45K	-68.5%	▼ Trim	3+
443	CMF iShares California Muni…	0.0%	$22.51M	390.58K	+18.0%	▲ Add	3+
444	JEPQ JPMorgan Nasdaq Equity…	0.0%	$22.45M	365.33K	+19.4%	▲ Add	3+
445	PFG Principal Financial Group…	0.0%	$22.42M	208.03K	+2.3%	▲ Add	3+
446	BLDR Builders FirstSource, Inc.	0.0%	$22.30M	249.25K	-5.1%	▼ Trim	3+
447	CPRT Copart, Inc.	0.0%	$22.18M	786.74K	+137.3%	▲ Add	3+
448	IXN iShares Global Tech ETF	0.0%	$22.14M	153.25K	+80.2%	▲ Add	3+
449	GEHC GE HealthCare Technologies…	0.0%	$22.12M	345.51K	+4.5%	▲ Add	3+
450	VSGX Vanguard ESG International…	0.0%	$22.11M	268.47K	+4.3%	▲ Add	3+
451	CSX CSX Corporation	0.0%	$22.11M	465.08K	-9.0%	▼ Trim	3+
452	YUM Yum! Brands, Inc.	0.0%	$21.93M	137.20K	+7.3%	▲ Add	3+
453	A Agilent Technologies, Inc.	0.0%	$21.74M	163.68K	+6.0%	▲ Add	3+
454	KMB Kimberly-Clark Corporation	0.0%	$21.70M	197.65K	-0.7%	▼ Trim	3+
455	EPD Enterprise Products…	0.0%	$21.67M	589.56K	-6.6%	▼ Trim	3+
456	EW Edwards Lifesciences…	0.0%	$21.67M	239.55K	+14.1%	▲ Add	3+
457	THRO iShares U.S. Thematic…	0.0%	$21.55M	499.94K	-34.3%	▼ Trim	2
458	DVY iShares Select Dividend ETF	0.0%	$21.46M	137.30K	+3.9%	▲ Add	3+
459	TROW T. Rowe Price Group, Inc.	0.0%	$21.44M	188.59K	+25.7%	▲ Add	3+
460	EXPE Expedia Group, Inc.	0.0%	$21.38M	83.55K	+24.7%	▲ Add	3+
461	BNY Bank of New York Mellon Corp	0.0%	$21.36M	147.68K	+8.1%	▲ Add	3+
462	SPIP SPDR SERIES TRUST	0.0%	$21.32M	830.22K	+0.5%	▲ Add	3+
463	VEEV Veeva Systems Inc.	0.0%	$21.15M	119.18K	-3.4%	▼ Trim	3+
464	BILS State Street SPDR Bloomberg…	0.0%	$21.13M	212.66K	-12.2%	▼ Trim	3+
465	CME CME Group Inc.	0.0%	$21.09M	95.50K	-24.9%	▼ Trim	3+
466	LMBS First Trust Low Duration…	0.0%	$21.06M	423.15K	-2.9%	▼ Trim	3+
467	HPE Hewlett Packard Enterprise…	0.0%	$21.00M	465.49K	+12.6%	▲ Add	3+
468	HBAN Huntington Bancshares…	0.0%	$20.97M	1.18M	+17.6%	▲ Add	3+
469	NBIX Neurocrine Biosciences, Inc.	0.0%	$20.86M	123.78K	-14.4%	▼ Trim	3+
470	HPQ HP Inc.	0.0%	$20.83M	949.24K	+12.3%	▲ Add	3+
471	JQUA JPMorgan U.S. Quality…	0.0%	$20.82M	288.03K	+1.0%	▲ Add	3+
472	KR The Kroger Co.	0.0%	$20.77M	374.11K	-6.9%	▼ Trim	3+
473	TSLX SIXTH STREET SPECIALTY LENDI	0.0%	$20.74M	1.21M	+6.3%	▲ Add	3+
474	ESGU iShares ESG Aware MSCI USA…	0.0%	$20.72M	126.60K	+8.6%	▲ Add	3+
475	MELI MercadoLibre, Inc.	0.0%	$20.68M	12.18K	+9.3%	▲ Add	3+
476	JEF Jefferies Financial Group…	0.0%	$20.66M	413.33K	+25.1%	▲ Add	3+
477	CTVA Corteva, Inc.	0.0%	$20.65M	243.89K	-5.7%	▼ Trim	3+
478	XLC State Street Communication…	0.0%	$20.55M	191.86K	-12.6%	▼ Trim	3+
479	EXEL Exelixis, Inc.	0.0%	$20.52M	377.13K	+20.1%	▲ Add	3+
480	CDNS Cadence Design Systems, Inc.	0.0%	$20.48M	54.57K	+231.2%	▲ Add	3+
481	KEY KeyCorp	0.0%	$20.21M	876.72K	-1.9%	▼ Trim	3+
482	DVN Devon Energy Corporation	0.0%	$20.19M	488.72K	+52.1%	▲ Add	3+
483	SAP SAP SE	0.0%	$20.18M	130.97K	-6.3%	▼ Trim	3+
484	HWM Howmet Aerospace Inc.	0.0%	$20.18M	75.06K	-18.5%	▼ Trim	3+
485	LQD iShares iBoxx $ Investment…	0.0%	$20.14M	184.69K	+3.1%	▲ Add	3+
486	SPYG State Street SPDR Portfolio…	0.0%	$20.11M	169.03K	+13.9%	▲ Add	3+
487	PAXS PIMCO ACCESS INCOME FUND	0.0%	$20.06M	1.38M	-10.1%	▼ Trim	3+
488	FNDA Schwab Fundamental U.S.…	0.0%	$19.95M	524.11K	-3.4%	▼ Trim	3+
489	STE STERIS plc	0.0%	$19.93M	94.63K	-1.5%	▼ Trim	3+
490	MAA Mid-America Apartment…	0.0%	$19.71M	141.88K	+97.1%	▲ Add	3+
491	DKNG DraftKings Inc.	0.0%	$19.66M	778.37K	+60.0%	▲ Add	3+
492	VIK Viking Holdings Ltd	0.0%	$19.63M	187.58K	+46.2%	▲ Add	3+
493	FAST Fastenal Company	0.0%	$19.54M	406.84K	+0.1%	▲ Add	3+
494	BP BP p.l.c.	0.0%	$19.45M	526.26K	-1.4%	▼ Trim	3+
495	ORLY O'Reilly Automotive, Inc.	0.0%	$19.43M	211.00K	-6.7%	▼ Trim	3+
496	CVCO Cavco Industries, Inc.	0.0%	$19.36M	31.51K	+2.9%	▲ Add	3+
497	DG Dollar General Corporation	0.0%	$19.22M	166.96K	-11.1%	▼ Trim	3+
498	PRU Prudential Financial, Inc.	0.0%	$19.11M	177.06K	+194.3%	▲ Add	3+
499	III INFORMATION SVCS GROUP INC	0.0%	$19.10M	4.65M	-0.1%	▼ Trim	3+
500	ARCC Ares Capital Corporation	0.0%	$18.93M	1.02M	+2.0%	▲ Add	3+

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
HONA Honeywell Aerospace Inc	282.21K	—	Mới	$62.39M	0.1%
IALT iShares Systematic…	434.01K	—	Mới	$12.17M	0.0%
FDXF FedEx Freight Holding…	77.22K	—	Mới	$11.66M	0.0%
GGOV iShares Global…	189.95K	—	Mới	$9.55M	0.0%
RVLV Revolve Group, Inc.	387.30K	—	Mới	$8.87M	0.0%
DXIV	104.49K	—	Mới	$7.31M	0.0%
DUOL Duolingo, Inc.	61.46K	—	Mới	$7.07M	0.0%
CLOV Clover Health…	1.23M	—	Mới	$6.46M	0.0%
SPCX Space Exploration…	33.41K	—	Mới	$5.71M	0.0%
TRI Thomson Reuters…	59.88K	—	Mới	$4.89M	0.0%
INFQ Infleqtion Inc	251.31K	—	Mới	$3.35M	0.0%
UMAY	83.65K	—	Mới	$3.18M	0.0%
WLTH Wealthfront Corporation	317.23K	—	Mới	$2.84M	0.0%
DFTX Definium Therapeutics…	53.88K	—	Mới	$2.53M	0.0%
DFSU	45.03K	—	Mới	$2.10M	0.0%
PMAY	50.78K	—	Mới	$2.10M	0.0%
WKC World Kinect Corporation	63.56K	—	Mới	$2.09M	0.0%
WH Wyndham Hotels &…	24.45K	—	Mới	$2.06M	0.0%
CLSE	57.12K	—	Mới	$1.95M	0.0%
CPA Copa Holdings, S.A.	11.65K	—	Mới	$1.81M	0.0%
SCSC ScanSource, Inc.	32.02K	—	Mới	$1.67M	0.0%
ALAB Astera Labs, Inc.…	3.39K	—	Mới	$1.64M	0.0%
KRC Kilroy Realty…	43.28K	—	Mới	$1.62M	0.0%
TRS TriMas Corporation	33.29K	—	Mới	$1.50M	0.0%
OLN Olin Corporation	73.43K	—	Mới	$1.46M	0.0%
EZPW EZCORP, Inc.	41.39K	—	Mới	$1.43M	0.0%
HIW Highwoods Properties…	47.34K	—	Mới	$1.43M	0.0%
MXL MaxLinear, Inc.	10.69K	—	Mới	$1.37M	0.0%
BYLD	57.42K	—	Mới	$1.30M	0.0%
GSL Global Ship Lease, Inc.	34.21K	—	Mới	$1.29M	0.0%
VSH Vishay Intertechnology…	23.62K	—	Mới	$1.27M	0.0%
DRAM Roundhill Memory ETF	16.13K	—	Mới	$1.19M	0.0%
EEFT Euronet Worldwide, Inc.	16.23K	—	Mới	$1.19M	0.0%
BOXX	10.00K	—	Mới	$1.17M	0.0%
GO Grocery Outlet Holding…	108.81K	—	Mới	$1.09M	0.0%
USSG	15.59K	—	Mới	$1.08M	0.0%
ZFEB	40.89K	—	Mới	$1.06M	0.0%
TIC TIC Solutions, Inc.	130.67K	—	Mới	$1.06M	0.0%
LAD Lithia Motors, Inc.	3.62K	—	Mới	$1.05M	0.0%
CECO CECO Environmental Corp.	11.58K	—	Mới	$1.05M	0.0%
WD Walker & Dunlop, Inc.	18.34K	—	Mới	$1.00M	0.0%
TGTX TG Therapeutics, Inc.	18.20K	—	Mới	$1.00M	0.0%
BWIN The Baldwin Insurance…	37.14K	—	Mới	$987,290	0.0%
SFBS ServisFirst Bancshares…	11.29K	—	Mới	$979,753	0.0%
FLKR	14.32K	—	Mới	$946,188	0.0%
TYG	21.36K	—	Mới	$915,820	0.0%
QLD	8.93K	—	Mới	$863,729	0.0%
CWBC	32.10K	—	Mới	$862,180	0.0%
ALGM Allegro MicroSystems…	12.01K	—	Mới	$836,040	0.0%
SDGR Schrödinger, Inc.	48.77K	—	Mới	$792,512	0.0%
BTGO	151.17K	—	Mới	$783,045	0.0%
LGND Ligand Pharmaceuticals…	2.47K	—	Mới	$779,795	0.0%
AGIO Agios Pharmaceuticals…	20.23K	—	Mới	$750,699	0.0%
SNEX StoneX Group Inc.	6.14K	—	Mới	$727,177	0.0%
KRYS Krystal Biotech, Inc.	1.90K	—	Mới	$705,853	0.0%
SLGN Silgan Holdings Inc.	15.04K	—	Mới	$697,693	0.0%
ENOV Enovis Corporation	33.62K	—	Mới	$695,854	0.0%
HHH Howard Hughes Holdings…	9.46K	—	Mới	$676,367	0.0%
CMP Compass Minerals…	21.30K	—	Mới	$662,983	0.0%
AOK	15.89K	—	Mới	$658,963	0.0%
PBI Pitney Bowes Inc.	37.13K	—	Mới	$650,477	0.0%
IDHQ	14.81K	—	Mới	$647,957	0.0%
FDIG	15.01K	—	Mới	$641,202	0.0%
ATRC AtriCure, Inc.	22.77K	—	Mới	$637,076	0.0%
HTD	24.93K	—	Mới	$635,395	0.0%
GEN Gen Digital Inc.	25.00K	—	Mới	$622,128	0.0%
PSN Parsons Corporation	11.55K	—	Mới	$605,387	0.0%
AMSF AMERISAFE, Inc.	17.33K	—	Mới	$586,349	0.0%
QQQI	10.31K	—	Mới	$585,487	0.0%
IYY	3.13K	—	Mới	$569,807	0.0%
TLN Talen Energy Corporation	1.48K	—	Mới	$568,706	0.0%
GEVI	101.28K	—	Mới	$559,038	0.0%
IREN IREN Limited	12.01K	—	Mới	$549,089	0.0%
TSEM Tower Semiconductor Ltd.	2.08K	—	Mới	$542,653	0.0%
ROCK Gibraltar Industries…	12.03K	—	Mới	$542,327	0.0%
IMAY	17.05K	—	Mới	$540,847	0.0%
RDW Redwire Corp	42.73K	—	Mới	$522,588	0.0%
KSS Kohl's Corporation	28.86K	—	Mới	$511,446	0.0%
NVAX Novavax, Inc.	54.04K	—	Mới	$509,076	0.0%
GRID First Trust NASDAQ…	2.60K	—	Mới	$497,682	0.0%
ENR Energizer Holdings, Inc.	23.16K	—	Mới	$496,646	0.0%
SYNA Synaptics Incorporated	3.98K	—	Mới	$494,945	0.0%
PFSI PennyMac Financial…	5.60K	—	Mới	$487,681	0.0%
REPX	14.27K	—	Mới	$470,257	0.0%
EWT iShares MSCI Taiwan ETF	4.09K	—	Mới	$444,448	0.0%
MEI	23.39K	—	Mới	$443,805	0.0%
GSST	8.74K	—	Mới	$441,806	0.0%
STNE StoneCo Ltd.	40.54K	—	Mới	$439,486	0.0%
AMN AMN Healthcare…	13.51K	—	Mới	$437,449	0.0%
SEZL Sezzle Inc.	2.54K	—	Mới	$436,284	0.0%
NVCR Novocure Ltd	28.74K	—	Mới	$435,396	0.0%
BLBD Blue Bird Corporation	5.50K	—	Mới	$434,518	0.0%
UFOX	4.51K	—	Mới	$428,685	0.0%
CLSK CleanSpark, Inc.	29.43K	—	Mới	$428,266	0.0%
MAC The Macerich Company	16.98K	—	Mới	$427,644	0.0%
WMK Weis Markets, Inc.	5.42K	—	Mới	$424,456	0.0%
APLD Applied Digital Corp.	11.37K	—	Mới	$424,213	0.0%
SLG SL Green Realty Corp.	8.19K	—	Mới	$424,004	0.0%
HUT Hut 8 Corp.	3.62K	—	Mới	$418,489	0.0%
HIMS Hims & Hers Health, Inc.	12.03K	—	Mới	$417,039	0.0%
AIR AAR Corp.	2.85K	—	Mới	$407,638	0.0%
EWI	6.87K	—	Mới	$407,216	0.0%
SCMB Schwab Municipal Bond…	15.64K	—	Mới	$403,713	0.0%
TRVI Trevi Therapeutics, Inc.	21.58K	—	Mới	$402,428	0.0%
XOVR	19.10K	—	Mới	$402,097	0.0%
CBRL Cracker Barrel Old…	7.54K	—	Mới	$402,043	0.0%
INGM Ingram Micro Holding…	14.62K	—	Mới	$400,992	0.0%
TNXP	31.07K	—	Mới	$396,506	0.0%
NMM Navios Maritime…	5.65K	—	Mới	$395,800	0.0%
HOVR	200.00K	—	Mới	$394,000	0.0%
IART Integra LifeSciences…	21.90K	—	Mới	$393,252	0.0%
KN Knowles Corporation	9.45K	—	Mới	$391,863	0.0%
DX Dynex Capital, Inc.	29.50K	—	Mới	$386,732	0.0%
FNX First Trust Mid Cap…	2.64K	—	Mới	$385,831	0.0%
BAB	8.73K	—	Mới	$381,817	0.0%
CRAI CRA International, Inc.	2.64K	—	Mới	$375,388	0.0%
FEGE	7.61K	—	Mới	$372,036	0.0%
SPHR Sphere Entertainment Co.	2.14K	—	Mới	$369,939	0.0%
FEX	2.64K	—	Mới	$369,014	0.0%
PGY Pagaya Technologies Ltd.	20.17K	—	Mới	$368,121	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
VOO Vanguard S&P 500 ETF	5.30M	5.14M	+3.1%	$3.63B	4.4%	●●○○○○
AAPL Apple Inc.	9.61M	9.37M	+2.6%	$2.78B	3.4%	●●○○○○
NVDA NVIDIA Corporation	13.61M	13.02M	+4.5%	$2.72B	3.3%	●●○○○○
IVV iShares Core S&P 500 ETF	2.80M	2.66M	+5.3%	$2.10B	2.5%	●●○○○○
SPY State Street SPDR S&P…	2.27M	2.15M	+5.4%	$1.66B	2.0%	●●○○○○
MSFT Microsoft Corporation	4.14M	4.10M	+1.0%	$1.55B	1.9%	●●○○○○
VEA Vanguard FTSE Developed…	21.44M	20.42M	+5.0%	$1.53B	1.9%	●●○○○○
GOOGL Alphabet Inc.	3.59M	3.54M	+1.5%	$1.28B	1.6%	●●○○○○
GOOG Alphabet Inc.	3.46M	3.40M	+1.9%	$1.22B	1.5%	●●○○○○
AMZN Amazon.com, Inc.	5.10M	4.96M	+2.8%	$1.21B	1.5%	●●○○○○
AVGO Broadcom Inc.	3.06M	3.02M	+1.3%	$1.15B	1.4%	●●○○○○
IEFA iShares Core MSCI EAFE…	11.60M	11.36M	+2.2%	$1.12B	1.4%	●●○○○○
AGG iShares Core U.S.…	9.92M	8.90M	+11.4%	$982.08M	1.2%	●●○○○○
LLY Eli Lilly and Company	747.55K	732.55K	+2.0%	$896.63M	1.1%	●●○○○○
VTI Vanguard Morningstar…	2.42M	1.98M	+21.8%	$828.03M	1.0%	●●○○○○
META Meta Platforms, Inc.	1.26M	1.20M	+4.7%	$709.05M	0.9%	●●○○○○
JPM JPMorgan Chase & Co.	2.13M	2.09M	+1.7%	$697.49M	0.8%	●●○○○○
QQQ Invesco QQQ Trust…	834.55K	793.35K	+5.2%	$614.53M	0.7%	●●○○○○
RSP Invesco S&P 500 Equal…	2.80M	2.38M	+17.8%	$596.64M	0.7%	●●○○○○
IEMG iShares Core MSCI…	7.03M	6.28M	+11.9%	$582.22M	0.7%	●●○○○○
IDEV iShares Core MSCI…	6.38M	5.46M	+16.8%	$567.52M	0.7%	●●○○○○
IWF iShares Russell 1000…	4.56M	1.14M	+0.1% ✂	$566.29M	0.7%	●●○○○○
IJR iShares Core S&P…	3.59M	3.58M	+0.3%	$532.07M	0.6%
JNJ Johnson & Johnson	1.87M	1.85M	+1.4%	$475.44M	0.6%	●●○○○○
VO Vanguard Morningstar…	5.79M	1.33M	+8.6% ✂	$466.41M	0.6%	●●○○○○
IJH iShares Core S&P…	6.01M	5.67M	+6.0%	$463.37M	0.6%	●●○○○○
SGOV iShares 0-3 Month…	4.55M	3.57M	+27.5%	$457.59M	0.6%
VUG Vanguard Morningstar…	5.26M	696.27K	+25.9% ✂	$453.32M	0.6%	●●○○○○
COST Costco Wholesale…	438.86K	433.64K	+1.2%	$410.56M	0.5%	●●○○○○
VTV Vanguard Morningstar…	1.97M	1.62M	+21.4%	$429.47M	0.5%	●●○○○○
BRK-B Berkshire Hathaway Inc.	842.05K	808.58K	+4.1%	$421.37M	0.5%	●●○○○○
AMD Advanced Micro Devices…	698.82K	662.70K	+5.5%	$405.95M	0.5%
V Visa Inc.	1.17M	1.15M	+2.3%	$402.57M	0.5%	●●○○○○
SPAB State Street SPDR…	14.40M	12.70M	+13.4%	$367.58M	0.4%	●●○○○○
IWB iShares Russell 1000 ETF	815.66K	800.12K	+1.9%	$334.01M	0.4%	●●○○○○
MU Micron Technology, Inc.	288.48K	258.79K	+11.5%	$332.93M	0.4%	●●○○○○
VEU Vanguard FTSE All-World…	3.92M	3.58M	+9.5%	$328.61M	0.4%	●●○○○○
ABBV AbbVie Inc.	1.28M	1.22M	+4.9%	$320.90M	0.4%	●●○○○○
KLAC KLA Corporation	1.06M	100.27K	+5.9% ✂	$320.38M	0.4%
IQLT iShares MSCI Intl…	6.25M	5.22M	+19.9%	$309.80M	0.4%	●●○○○○
SPYM State Street SPDR…	3.49M	2.35M	+48.8%	$306.91M	0.4%	●●○○○○
TSM Taiwan Semiconductor…	638.64K	624.17K	+2.3%	$304.98M	0.4%	●●○○○○
VGIT Vanguard…	5.16M	4.78M	+7.9%	$304.49M	0.4%	●●○○○○
CAT Caterpillar Inc.	279.24K	275.41K	+1.4%	$297.31M	0.4%	●●○○○○
HD The Home Depot, Inc.	856.90K	777.29K	+10.2%	$287.72M	0.3%	●●○○○○
VB Vanguard Morningstar…	930.91K	863.57K	+7.8%	$282.11M	0.3%	●●○○○○
SCHP Schwab US TIPS ETF	10.58M	9.80M	+8.0%	$280.37M	0.3%	●●○○○○
TSLA Tesla, Inc.	1.83M	612.98K	+198.8%	$278.49M	0.3%
JPST JPMorgan Ultra-Short…	5.45M	5.19M	+5.0%	$275.52M	0.3%	●●○○○○
BSV Vanguard Short-Term…	3.51M	3.40M	+3.3%	$273.62M	0.3%	●●○○○○
VWO Vanguard FTSE Emerging…	4.83M	4.20M	+14.9%	$273.04M	0.3%	●●○○○○
APH Amphenol Corporation	1.52M	1.41M	+7.8%	$268.11M	0.3%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	883.75K	746.48K	+18.4%	$267.75M	0.3%	●●○○○○
MGK Vanguard Morningstar…	2.98M	541.19K	+10.3% ✂	$262.41M	0.3%	●●○○○○
VXF Vanguard Extended…	1.06M	947.69K	+12.1%	$261.55M	0.3%	●●○○○○
CVX Chevron Corporation	1.37M	1.25M	+9.7%	$227.53M	0.3%	●●○○○○
TJX The TJX Companies, Inc.	1.60M	1.58M	+1.4%	$242.91M	0.3%
BAC Bank of America…	4.22M	4.13M	+2.0%	$240.23M	0.3%
VGT Vanguard Information…	2.01M	249.81K	+0.3% ✂	$239.67M	0.3%
RTX RTX Corporation	1.24M	1.21M	+2.3%	$234.77M	0.3%	●●○○○○
VIG Vanguard Dividend…	988.36K	933.62K	+5.9%	$233.93M	0.3%	●●○○○○
VTEB Vanguard Tax-Exempt…	4.42M	4.40M	+0.3%	$223.33M	0.3%	●●○○○○
CRWD CrowdStrike Holdings…	292.66K	291.49K	+0.4%	$222.98M	0.3%	●●○○○○
SPYV State Street SPDR…	3.66M	3.60M	+1.7%	$222.74M	0.3%	●●○○○○
GE GE Aerospace	571.11K	537.50K	+6.2%	$213.44M	0.3%	●●○○○○
RODM Hartford Multifactor…	5.16M	4.07M	+26.8%	$208.70M	0.3%	●●○○○○
IWD iShares Russell 1000…	848.03K	815.58K	+4.0%	$205.59M	0.2%	●●○○○○
MA Mastercard Incorporated	397.90K	395.70K	+0.6%	$204.37M	0.2%
SCHM Schwab U.S. Mid-Cap ETF	5.73M	5.51M	+4.0%	$198.47M	0.2%	●●○○○○
DFIV Dimensional -…	3.63M	3.21M	+13.1%	$196.20M	0.2%	●●○○○○
SCHF Schwab International…	7.38M	6.89M	+7.2%	$191.24M	0.2%	●●○○○○
AMAT Applied Materials, Inc.	260.36K	236.66K	+10.0%	$188.23M	0.2%	●●○○○○
ASML ASML Holding N.V.	94.24K	92.35K	+2.0%	$187.48M	0.2%	●●○○○○
GS The Goldman Sachs…	184.88K	183.36K	+0.8%	$186.99M	0.2%
VXUS Vanguard Total…	2.26M	1.86M	+21.3%	$180.69M	0.2%	●●○○○○
ORCL Oracle Corporation	1.22M	1.17M	+4.4%	$179.24M	0.2%
IWM iShares Russell 2000 ETF	592.42K	535.72K	+10.6%	$177.99M	0.2%	●●○○○○
CGXU Capital Group…	5.09M	5.03M	+1.1%	$176.12M	0.2%	●●○○○○
EFA iShares MSCI EAFE ETF	2.01M	1.68M	+19.4%	$175.62M	0.2%	●●○○○○
SPEM State Street SPDR…	3.38M	3.26M	+3.6%	$174.82M	0.2%	●●○○○○
DFSV Dimensional - US Small…	4.47M	4.31M	+3.8%	$173.37M	0.2%	●●○○○○
AVDV Avantis International…	1.63M	1.42M	+14.7%	$168.21M	0.2%	●●○○○○
VCSH Vanguard Short-Term…	2.08M	1.79M	+15.9%	$163.93M	0.2%	●●○○○○
BLK BlackRock, Inc.	169.71K	166.69K	+1.8%	$163.19M	0.2%	●●○○○○
ABT Abbott Laboratories	1.80M	1.59M	+13.4%	$155.55M	0.2%	●●○○○○
VONG Vanguard Russell 1000…	1.27M	991.75K	+27.7%	$161.90M	0.2%	●●○○○○
AMGN Amgen Inc.	444.84K	433.56K	+2.6%	$161.09M	0.2%	●●○○○○
GLDM SPDR Gold MiniShares…	2.00M	1.27M	+58.1%	$159.14M	0.2%	●●○○○○
IVW iShares S&P 500 Growth…	1.07M	1.03M	+4.3%	$147.83M	0.2%	●●○○○○
DFUV Dimensional - US…	2.64M	2.53M	+4.4%	$145.46M	0.2%	●●○○○○
CB Chubb Limited	425.91K	423.81K	+0.5%	$145.12M	0.2%	●●○○○○
NFLX Netflix, Inc.	1.53M	1.50M	+2.0%	$109.57M	0.1%	●●○○○○
SCHW The Charles Schwab…	1.54M	1.41M	+9.3%	$142.49M	0.2%	●●○○○○
UNH UnitedHealth Group…	333.27K	313.76K	+6.2%	$138.52M	0.2%	●●○○○○
GEV GE Vernova Inc.	117.37K	112.56K	+4.3%	$137.89M	0.2%	●●○○○○
NEE NextEra Energy, Inc.	1.49M	1.48M	+0.9%	$131.07M	0.2%	●●○○○○
SCHA Schwab U.S. Small-Cap…	4.00M	3.84M	+4.1%	$136.17M	0.2%	●●○○○○
PWR Quanta Services, Inc.	188.95K	182.48K	+3.5%	$136.05M	0.2%
SKOR	2.80M	2.37M	+17.9%	$135.69M	0.2%	●●○○○○
ADI Analog Devices, Inc.	340.33K	328.69K	+3.5%	$135.17M	0.2%	●●○○○○
IBM International Business…	646.29K	460.31K	+40.4%	$134.48M	0.2%	●●○○○○
USMV iShares MSCI USA Min…	1.37M	1.33M	+3.6%	$132.46M	0.2%	●●○○○○
TXN Texas Instruments…	429.20K	405.84K	+5.8%	$127.93M	0.2%
PLTR Palantir Technologies…	909.59K	866.94K	+4.9%	$106.14M	0.1%	●●○○○○
VYM Vanguard High Dividend…	798.79K	774.71K	+3.1%	$126.24M	0.2%	●●○○○○
ACWX iShares MSCI ACWI ex…	1.66M	1.52M	+9.0%	$126.23M	0.2%	●●○○○○
MUB iShares National Muni…	1.10M	1.07M	+2.9%	$118.51M	0.1%	●●○○○○
ANGL VanEck Fallen Angel…	3.97M	3.49M	+13.9%	$116.09M	0.1%	●●○○○○
DFLV Dimensional - US Large…	2.88M	2.17M	+32.8%	$113.76M	0.1%	●●○○○○
SCHG Schwab U.S. Large-Cap…	3.90M	3.20M	+22.1%	$113.14M	0.1%	●●○○○○
DHR Danaher Corporation	591.66K	396.58K	+49.2%	$112.70M	0.1%	●●○○○○
GLW Corning Inc	423.26K	416.50K	+1.6%	$107.64M	0.1%
IWR iShares Russell Mid-Cap…	969.04K	898.47K	+7.9%	$106.91M	0.1%	●●○○○○
UNP Union Pacific…	385.33K	382.82K	+0.7%	$104.82M	0.1%	●●○○○○
DFAE Dimensional - Emerging…	2.55M	2.32M	+10.2%	$102.69M	0.1%	●●○○○○
WFC Wells Fargo & Company	1.22M	1.05M	+16.4%	$101.22M	0.1%	●●○○○○
IEF iShares 7-10 Year…	1.06M	983.96K	+7.9%	$100.40M	0.1%	●●○○○○
LMT Lockheed Martin…	168.03K	165.14K	+1.8%	$85.62M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	689.58K	518.89K	+32.9%	$99.44M	0.1%	●●○○○○
VT Vanguard Total World…	630.14K	616.83K	+2.2%	$98.90M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
PG The Procter & Gamble…	6.19M	6.20M	-0.2%	$907.62M	1.1%
QUAL iShares MSCI USA…	3.85M	4.00M	-3.6%	$845.78M	1.0%
SCHX Schwab U.S. Large-Cap…	18.50M	19.18M	-3.5%	$544.58M	0.7%
WMT Walmart Inc.	3.08M	3.14M	-1.9%	$348.39M	0.4%	●●○○○○
MTUM iShares MSCI USA…	1.10M	1.18M	-7.0%	$377.00M	0.5%
XONA.DE Exxon Mobil Corporation	2.07M	2.19M	-5.7%	$282.60M	0.3%
PANW Palo Alto Networks, Inc.	1.01M	1.04M	-2.2%	$345.13M	0.4%
VGSH Vanguard Short-Term…	4.94M	5.27M	-6.2%	$287.44M	0.3%
ITOT iShares Core S&P Total…	1.84M	1.86M	-1.4%	$302.00M	0.4%	●●○○○○
CSCO Cisco Systems, Inc.	2.57M	2.60M	-1.5%	$301.42M	0.4%
IAU iShares Gold Trust	2.93M	3.16M	-7.1%	$221.47M	0.3%	●●○○○○
AVEM Avantis Emerging…	2.56M	3.37M	-24.1%	$246.83M	0.3%
AVLV Avantis U.S. Large Cap…	2.73M	2.83M	-3.7%	$248.66M	0.3%
IEI iShares 3-7 Year…	1.96M	1.97M	-0.5%	$230.19M	0.3%
LRCX Lam Research Corporation	485.64K	491.09K	-1.1%	$210.39M	0.3%	●●○○○○
SHY iShares 1-3 Year…	2.48M	2.50M	-1.0%	$203.57M	0.2%	●●○○○○
MRK Merck & Co., Inc.	1.57M	1.64M	-4.4%	$201.45M	0.2%	●●○○○○
ITW Illinois Tool Works Inc.	732.51K	760.29K	-3.6%	$198.12M	0.2%	●●○○○○
DFAC Dimensional - US Core…	4.43M	4.46M	-0.7%	$196.47M	0.2%
INTC Intel Corp.	1.33M	1.53M	-13.3%	$185.19M	0.2%	●●○○○○
GLD SPDR Gold Shares	423.83K	430.05K	-1.4%	$156.14M	0.2%	●●○○○○
XLK State Street Technology…	850.48K	881.25K	-3.5%	$162.03M	0.2%
PEP PepsiCo, Inc.	944.93K	1.03M	-8.7%	$127.95M	0.2%	●●○○○○
MCD McDonald's Corporation	489.12K	515.10K	-5.0%	$132.22M	0.2%
IGM iShares Expanded Tech…	944.12K	952.45K	-0.9%	$154.44M	0.2%
C Citigroup Inc.	1.10M	1.10M	-0.4%	$153.83M	0.2%
USVM VictoryShares US Small…	1.36M	1.43M	-4.9%	$149.80M	0.2%
URI United Rentals, Inc.	126.29K	127.14K	-0.7%	$143.07M	0.2%
HON Honeywell International…	286.04K	625.70K	-4.1% ✂	$64.05M	0.1%
WM Waste Management, Inc.	566.72K	579.39K	-2.2%	$126.31M	0.2%	●●○○○○
VRTX Vertex Pharmaceuticals…	255.87K	296.65K	-13.8%	$127.10M	0.2%
DIS The Walt Disney Company	1.21M	1.21M	-0.6%	$116.03M	0.1%
CRM Salesforce, Inc.	380.07K	601.12K	-36.8%	$59.55M	0.1%
EMR Emerson Electric Co.	774.95K	789.72K	-1.9%	$110.93M	0.1%
IVE iShares S&P 500 Value…	477.31K	517.50K	-7.8%	$108.38M	0.1%
DE Deere & Company	169.45K	170.77K	-0.8%	$107.48M	0.1%
CMI Cummins Inc.	147.54K	148.75K	-0.8%	$105.23M	0.1%
SYK Stryker Corporation	306.87K	314.46K	-2.4%	$96.61M	0.1%
TMO Thermo Fisher…	199.57K	200.49K	-0.5%	$100.06M	0.1%	●●○○○○
SPDW State Street SPDR…	1.97M	2.09M	-5.9%	$99.16M	0.1%
VONE Vanguard Russell 1000…	287.67K	290.15K	-0.8%	$97.44M	0.1%
SPGI S&P Global Inc.	218.59K	226.30K	-3.4%	$89.02M	0.1%
INTU Intuit Inc.	160.05K	219.67K	-27.1%	$41.77M	0.1%
WDC Western Digital…	144.26K	173.00K	-16.6%	$92.14M	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	171.23K	199.22K	-14.1%	$68.09M	0.1%
TER Teradyne, Inc.	186.60K	204.24K	-8.6%	$90.29M	0.1%	●●○○○○
NTRS Northern Trust…	497.73K	508.34K	-2.1%	$86.52M	0.1%	●●○○○○
BMY Bristol-Myers Squibb…	1.28M	1.39M	-8.3%	$73.61M	0.1%	●●○○○○
MMM 3M Company	244.82K	574.60K	-57.4%	$39.64M	0.0%	●●○○○○
FIX Comfort Systems USA…	40.59K	45.54K	-10.9%	$80.45M	0.1%
ANET Arista Networks, Inc.	470.49K	531.23K	-11.4%	$79.93M	0.1%
HTO H2O America	1.31M	1.31M	-0.2%	$79.44M	0.1%	●●○○○○
BSX Boston Scientific…	1.25M	1.26M	-1.0%	$53.39M	0.1%	●●○○○○
EFV iShares MSCI EAFE Value…	732.01K	1.04M	-29.8%	$56.03M	0.1%
AVDE Avantis International…	846.76K	857.50K	-1.2%	$75.53M	0.1%
SNDK Sandisk Corporation	32.98K	52.38K	-37.0%	$75.00M	0.1%	●●○○○○
USB U.S. Bancorp	1.22M	1.25M	-2.7%	$73.54M	0.1%
VV Vanguard Morningstar…	211.16K	212.32K	-0.6%	$72.62M	0.1%
IBIT iShares Bitcoin Trust…	1.57M	1.75M	-10.3%	$52.15M	0.1%
POCT	487.45K	1.55M	-68.5%	$22.62M	0.0%	●●○○○○
SPTM State Street SPDR…	733.77K	742.99K	-1.2%	$66.62M	0.1%	●●○○○○
ADBE Adobe Inc.	197.29K	269.70K	-26.9%	$40.45M	0.0%
STIP iShares 0-5 Year TIPS…	175.97K	629.36K	-72.0%	$17.80M	0.0%	●●○○○○
NOW ServiceNow, Inc.	604.39K	616.01K	-1.9%	$60.00M	0.1%
EIX Edison International	809.68K	858.83K	-5.7%	$60.28M	0.1%
HOOD Robinhood Markets, Inc.	623.76K	659.18K	-5.4%	$62.55M	0.1%	●●○○○○
WT WisdomTree, Inc.	870.32K	872.41K	-0.2%	$62.07M	0.1%
VIOO Vanguard S&P Small-Cap…	442.94K	446.75K	-0.8%	$60.92M	0.1%	●●○○○○
VBR Vanguard Morningstar…	248.77K	267.39K	-7.0%	$60.45M	0.1%
OEF iShares S&P 100 ETF	165.09K	166.48K	-0.8%	$60.40M	0.1%	●●○○○○
LOW Lowe's Companies, Inc.	240.80K	255.40K	-5.7%	$53.09M	0.1%	●●○○○○
BKNG Booking Holdings Inc.	271.24K	14.17K	-23.4% ✂	$48.35M	0.1%	●●○○○○
COP ConocoPhillips	424.76K	451.52K	-5.9%	$44.16M	0.1%
FTNT Fortinet, Inc.	382.11K	430.18K	-11.2%	$58.70M	0.1%
MCK McKesson Corporation	66.10K	67.74K	-2.4%	$49.95M	0.1%
DUK Duke Energy Corporation	433.71K	440.33K	-1.5%	$54.90M	0.1%
UPS United Parcel Service…	525.03K	532.12K	-1.3%	$56.44M	0.1%
PCG PG&E Corporation	3.08M	3.15M	-2.2%	$51.85M	0.1%	●●○○○○
WELL Welltower Inc.	243.38K	247.55K	-1.7%	$55.24M	0.1%
SUB iShares Short-Term…	492.53K	518.24K	-5.0%	$52.44M	0.1%
VRT Vertiv Holdings Co	163.65K	167.48K	-2.3%	$54.79M	0.1%
XLF State Street Financial…	1.01M	1.02M	-1.3%	$53.96M	0.1%	●●○○○○
T AT&T Inc.	1.75M	1.81M	-3.4%	$36.26M	0.0%
BIL State Street SPDR…	377.05K	568.90K	-33.7%	$34.55M	0.0%
FDX FedEx Corporation	147.10K	145.96K	-18.8% ✂	$46.06M	0.1%
VPL Vanguard FTSE Pacific…	442.81K	445.93K	-0.7%	$51.23M	0.1%	●●○○○○
MPC Marathon Petroleum…	197.58K	204.68K	-3.5%	$50.52M	0.1%
IGSB iShares 1-5 Year…	897.04K	950.86K	-5.7%	$47.01M	0.1%
CASY Casey's General Stores…	61.40K	67.57K	-9.1%	$48.80M	0.1%
RWL Invesco S&P 500 Revenue…	381.26K	385.64K	-1.1%	$48.71M	0.1%
GM General Motors Company	628.15K	630.08K	-0.3%	$48.42M	0.1%
SCHR Schwab…	1.55M	1.93M	-19.6%	$38.23M	0.0%	●●○○○○
CNC Centene Corp.	748.02K	946.92K	-21.0%	$48.02M	0.1%	●●○○○○
IAGG iShares Core…	800.32K	938.55K	-14.7%	$40.50M	0.0%
APO Apollo Global…	388.65K	417.97K	-7.0%	$45.98M	0.1%
XLI State Street Industrial…	251.04K	256.23K	-2.0%	$46.50M	0.1%
MDLZ Mondelez International…	771.50K	805.74K	-4.2%	$44.62M	0.1%	●●○○○○
TDW Tidewater Inc.	535.39K	542.61K	-1.3%	$35.67M	0.0%	●●○○○○
DIA State Street SPDR Dow…	86.21K	93.13K	-7.4%	$45.04M	0.1%
CVS CVS Health Corp.	435.15K	440.71K	-1.3%	$45.02M	0.1%	●●○○○○
DAL Delta Air Lines, Inc.	474.58K	543.85K	-12.7%	$44.45M	0.1%
GD General Dynamics…	108.88K	126.72K	-14.1%	$38.57M	0.0%
TGT Target Corporation	327.86K	333.59K	-1.7%	$42.82M	0.1%
GDS GDS Holdings Limited	1.06M	1.06M	0.0%	$31.89M	0.0%
AMP Ameriprise Financial…	81.17K	96.10K	-15.5%	$37.24M	0.0%
CMCSA Comcast Corporation	1.33M	1.49M	-10.2%	$32.76M	0.0%
SCHO Schwab Short-Term U.S.…	1.56M	1.69M	-8.1%	$37.55M	0.0%	●●○○○○
KKR KKR & Co. Inc.	299.71K	438.85K	-31.7%	$27.51M	0.0%
ROP Roper Technologies, Inc.	70.97K	111.97K	-36.6%	$24.01M	0.0%	●●○○○○
MEDP Medpace Holdings, Inc.	52.91K	82.08K	-35.5%	$28.02M	0.0%
SHV iShares Trust iShares…	342.21K	352.88K	-3.0%	$37.76M	0.0%	●●○○○○
IJJ iShares S&P Mid-Cap 400…	263.25K	266.00K	-1.0%	$38.89M	0.0%
UL Unilever PLC	633.87K	646.63K	-2.0%	$38.11M	0.0%
GILD Gilead Sciences, Inc.	257.29K	270.35K	-4.8%	$32.51M	0.0%
CME CME Group Inc.	95.50K	127.21K	-24.9%	$21.09M	0.0%	●●○○○○
BAI iShares A.I. Innovation…	708.47K	890.40K	-20.4%	$37.35M	0.0%
SHW The Sherwin-Williams…	107.82K	109.90K	-1.9%	$37.12M	0.0%	●●○○○○
MRSH Marsh & McLennan…	183.08K	213.05K	-14.1%	$30.51M	0.0%
BDX Becton, Dickinson and…	222.55K	231.79K	-4.0%	$33.68M	0.0%	●●○○○○
JBL Jabil Inc.	93.99K	95.88K	-2.0%	$36.23M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CTRA Coterra Energy Inc.	—	331.46K	Thoát	$11.65M	0.0%
VITL Vital Farms, Inc.	—	577.39K	Thoát	$8.15M	0.0%
MASI Masimo Corporation	—	38.82K	Thoát	$6.90M	0.0%
AL Air Lease Corporation	—	81.59K	Thoát	$5.30M	0.0%
FCN FTI Consulting, Inc.	—	13.21K	Thoát	$2.34M	0.0%
LEGH	—	111.40K	Thoát	$2.28M	0.0%
HTBK	—	172.68K	Thoát	$2.16M	0.0%
TPH Tri Pointe Homes, Inc.	—	43.12K	Thoát	$2.01M	0.0%
IBDR iShares iBonds Dec 2026…	—	74.79K	Thoát	$1.81M	0.0%
HOLX Hologic, Inc.	—	21.81K	Thoát	$1.65M	0.0%
IBDS iShares iBonds Dec 2027…	—	59.98K	Thoát	$1.45M	0.0%
CZR Caesars Entertainment…	—	52.61K	Thoát	$1.39M	0.0%
UVV Universal Corporation	—	25.97K	Thoát	$1.37M	0.0%
AGZ	—	11.55K	Thoát	$1.27M	0.0%
FBP First BanCorp.	—	57.98K	Thoát	$1.24M	0.0%
THR Thermon Group Holdings…	—	22.68K	Thoát	$1.14M	0.0%
CXW CoreCivic, Inc.	—	60.04K	Thoát	$1.14M	0.0%
AVO Mission Produce, Inc.	—	80.89K	Thoát	$1.11M	0.0%
HE Hawaiian Electric…	—	73.75K	Thoát	$1.09M	0.0%
SNPE Xtrackers S&P 500…	—	16.45K	Thoát	$979,609	0.0%
TPSC	—	21.84K	Thoát	$926,920	0.0%
MCW	—	130.50K	Thoát	$909,550	0.0%
FJET	—	145.00K	Thoát	$858,400	0.0%
PDBC Invesco Optimum Yield…	—	49.45K	Thoát	$856,448	0.0%
FOLD Amicus Therapeutics…	—	58.09K	Thoát	$839,981	0.0%
TMFC	—	11.89K	Thoát	$784,133	0.0%
SEE Sealed Air Corporation	—	17.18K	Thoát	$722,558	0.0%
IJAN	—	17.85K	Thoát	$647,598	0.0%
BCO The Brink's Company	—	6.01K	Thoát	$623,024	0.0%
BLSH Bullish	—	17.41K	Thoát	$622,059	0.0%
OS OneStream, Inc. Class A…	—	25.16K	Thoát	$603,816	0.0%
DBRG DigitalBridge Group…	—	38.89K	Thoát	$599,689	0.0%
PATK Patrick Industries, Inc.	—	5.14K	Thoát	$570,690	0.0%
NVRI Enviri Corporation	—	28.43K	Thoát	$557,757	0.0%
UBFO	—	52.65K	Thoát	$553,320	0.0%
CABO Cable One, Inc.	—	5.75K	Thoát	$524,914	0.0%
FSLY Fastly, Inc.	—	18.02K	Thoát	$523,749	0.0%
FFIC	—	33.70K	Thoát	$517,586	0.0%
XJR	—	11.76K	Thoát	$512,132	0.0%
ESAB ESAB Corporation	—	5.25K	Thoát	$507,665	0.0%
PRIM Primoris Services…	—	3.32K	Thoát	$474,953	0.0%
USLM United States Lime &…	—	3.60K	Thoát	$469,805	0.0%
KBR KBR, Inc.	—	12.66K	Thoát	$466,542	0.0%
CE Celanese Corporation	—	6.68K	Thoát	$439,191	0.0%
WINA Winmark Corporation	—	1.02K	Thoát	$434,829	0.0%
KDEC	—	16.25K	Thoát	$417,631	0.0%
RAMP LiveRamp Holdings, Inc.	—	15.47K	Thoát	$410,390	0.0%
DHC Diversified Healthcare…	—	61.73K	Thoát	$409,903	0.0%
FIBK First Interstate…	—	12.04K	Thoát	$402,102	0.0%
PDX	—	18.05K	Thoát	$398,591	0.0%
DAWN Day One…	—	18.20K	Thoát	$390,143	0.0%
FAN	—	15.73K	Thoát	$389,067	0.0%
UGL	—	6.18K	Thoát	$379,946	0.0%
VRE Veris Residential, Inc.	—	19.43K	Thoát	$366,715	0.0%
RHLD	—	2.25K	Thoát	$365,013	0.0%
NNI Nelnet, Inc.	—	2.75K	Thoát	$354,515	0.0%
DBND	—	7.70K	Thoát	$352,508	0.0%
HIMU Blackrock ETF Trust II…	—	7.34K	Thoát	$352,000	0.0%
LTC LTC Properties, Inc.	—	9.22K	Thoát	$342,671	0.0%
PDN	—	7.78K	Thoát	$337,505	0.0%
EHAB	—	23.94K	Thoát	$337,258	0.0%
PKST	—	16.05K	Thoát	$335,243	0.0%
NBSD	—	6.60K	Thoát	$334,635	0.0%
PAHC Phibro Animal Health…	—	5.98K	Thoát	$330,919	0.0%
UDMY	—	67.37K	Thoát	$311,259	0.0%
CARG CarGurus, Inc.	—	9.04K	Thoát	$307,915	0.0%
OSIS OSI Systems, Inc.	—	1.15K	Thoát	$305,475	0.0%
BLFY	—	22.76K	Thoát	$301,316	0.0%
SPXU	—	5.30K	Thoát	$300,722	0.0%
JPIE JPMorgan Income ETF	—	6.49K	Thoát	$299,086	0.0%
BKE The Buckle, Inc.	—	5.88K	Thoát	$296,197	0.0%
USPH U.S. Physical Therapy…	—	3.94K	Thoát	$295,503	0.0%
SILA Sila Realty Trust, Inc.	—	12.16K	Thoát	$288,042	0.0%
CRF	—	41.05K	Thoát	$285,331	0.0%
WWW Wolverine World Wide…	—	16.67K	Thoát	$272,060	0.0%
GBX The Greenbrier…	—	5.13K	Thoát	$269,884	0.0%
BDC Belden Inc.	—	2.34K	Thoát	$269,145	0.0%
DMC Del Monte Corporation	—	6.62K	Thoát	$266,481	0.0%
NFBK	—	19.59K	Thoát	$265,221	0.0%
VNLA Janus Henderson Short…	—	5.42K	Thoát	$265,066	0.0%
NKX	—	22.05K	Thoát	$262,347	0.0%
EUSB	—	5.83K	Thoát	$253,388	0.0%
PHIN PHINIA Inc.	—	3.66K	Thoát	$250,201	0.0%
EGBN Eagle Bancorp, Inc.	—	9.98K	Thoát	$248,303	0.0%
DHIL	—	1.42K	Thoát	$244,554	0.0%
SHE	—	1.90K	Thoát	$243,350	0.0%
NEN	—	3.98K	Thoát	$239,816	0.0%
AORT Artivion, Inc.	—	6.42K	Thoát	$234,918	0.0%
BSCS Invesco BulletShares…	—	11.47K	Thoát	$234,354	0.0%
NATL NCR Atleos Corporation	—	5.35K	Thoát	$233,283	0.0%
UTES Virtus Reaves Utilities…	—	2.90K	Thoát	$231,349	0.0%
PRMB Primo Brands Corporation	—	12.21K	Thoát	$229,821	0.0%
ORA Ormat Technologies, Inc.	—	2.05K	Thoát	$229,606	0.0%
RCI Rogers Communications…	—	5.91K	Thoát	$227,355	0.0%
EDU New Oriental Education…	—	4.01K	Thoát	$226,973	0.0%
FXE Invesco CurrencyShares…	—	2.10K	Thoát	$224,022	0.0%
FFWM	—	37.78K	Thoát	$222,907	0.0%
RTO Rentokil Initial plc	—	7.06K	Thoát	$222,282	0.0%
CLM	—	30.07K	Thoát	$218,891	0.0%
WOOD	—	3.07K	Thoát	$217,640	0.0%
GXO GXO Logistics, Inc.	—	4.20K	Thoát	$217,511	0.0%
AMSC American Superconductor…	—	6.39K	Thoát	$216,335	0.0%
JBND JPMorgan Active Bond ETF	—	4.01K	Thoát	$215,612	0.0%
LMAT LeMaitre Vascular, Inc.	—	1.95K	Thoát	$213,322	0.0%
CLOZ	—	8.26K	Thoát	$211,907	0.0%
WGO Winnebago Industries…	—	6.83K	Thoát	$211,724	0.0%
SPNT SiriusPoint Ltd.	—	9.74K	Thoát	$209,756	0.0%
AUGO Aura Minerals	—	2.50K	Thoát	$204,000	0.0%
EEMS	—	2.95K	Thoát	$203,804	0.0%
SCHL Scholastic Corporation	—	5.21K	Thoát	$203,665	0.0%
SMA Smartstop Self Storage…	—	6.71K	Thoát	$203,270	0.0%
FG F&G Annuities & Life…	—	8.01K	Thoát	$202,918	0.0%
UHT	—	4.99K	Thoát	$201,824	0.0%
SQQQ ProShares - UltraPro…	—	2.50K	Thoát	$201,547	0.0%
VREX Varex Imaging…	—	18.96K	Thoát	$201,165	0.0%
LI Li Auto Inc.	—	11.02K	Thoát	$196,433	0.0%
VISN Vistance Networks, Inc.	—	10.03K	Thoát	$182,583	0.0%
GRFS Grifols, S.A.	—	21.36K	Thoát	$171,303	0.0%
NRDS NerdWallet, Inc.	—	16.43K	Thoát	$170,533	0.0%
MH	—	12.14K	Thoát	$166,264	0.0%

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
SPY	Call	244.80K	$182.81M
AAPL	Put	75.00K	$21.70M
IBM	Call	37.50K	$10.55M
NVDA	Put	50.70K	$10.14M
TSLA	Call	14.60K	$6.14M
LLY	Call	4.00K	$4.80M
ETN	Put	10.90K	$4.64M
MSFT	Put	8.50K	$3.17M
NFLX	Put	42.00K	$3.00M
DELL	Call	6.90K	$2.98M
GE	Put	7.10K	$2.65M
CRCL	Call	40.00K	$2.51M
ANET	Call	13.80K	$2.34M
PLTR	Call	20.00K	$2.33M
AVGO	Put	6.00K	$2.27M
META	Put	3.80K	$2.14M
ABBV	Put	8.20K	$2.06M
GOOGL	Put	5.50K	$1.97M
MSFT	Call	5.10K	$1.90M
EFA	Call	17.40K	$1.81M
LOW	Put	6.50K	$1.43M
TSLA	Put	3.30K	$1.39M
SNOW	Call	5.00K	$1.27M
AMZN	Put	5.00K	$1.19M
GEV	Call	1.00K	$1.17M
RTX	Put	6.00K	$1.14M
GLW	Call	4.40K	$1.12M
CAT	Put	1.00K	$1.06M
PG	Put	6.80K	$997,152
PYPL	Call	21.00K	$906,780
NVO	Put	18.40K	$882,096
UPS	Put	8.00K	$860,000
WMT	Put	7.50K	$849,450
ABT	Put	8.80K	$798,512
PGR	Put	3.00K	$655,350
SPY	Put	800	$597,416
ASML	Put	300	$596,832
UNH	Put	1.40K	$581,882
RH	Put	5.00K	$535,000
V	Put	1.50K	$514,635
JPM	Put	1.50K	$490,995
MSTR	Call	5.00K	$434,650
TQQQ	Call	5.00K	$405,000
JNJ	Put	1.50K	$380,955
ETHA	Call	29.70K	$353,133
GEV	Put	300	$352,458
SPCX	Put	2.00K	$341,720
WM	Put	1.50K	$334,320
DE	Put	500	$317,165
SNPS	Put	700	$312,249
TSM	Put	600	$286,542
APP	Call	500	$257,615
LDOS	Put	2.50K	$257,425
JNJ	Call	1.00K	$253,970
GOOGL	Call	700	$250,159
NVDA	Call	1.20K	$240,108
FTI	Call	3.00K	$198,900
COST	Put	200	$187,094
APH	Call	1.00K	$176,320
AMD	Call	300	$174,273
ECL	Put	600	$167,166
CLSK	Call	10.00K	$145,500
AAPL	Call	500	$144,680
PWR	Call	200	$144,008
NOW	Call	1.40K	$138,992
CRDO	Call	500	$135,975
INTC	Call	900	$125,667
ONTO	Call	300	$113,535
CPER	Call	3.00K	$113,190
META	Call	200	$112,658
NVMI	Call	200	$108,588
PANW	Call	300	$102,306
ENVX	Call	15.00K	$91,050
APO	Call	700	$82,817
AVAV	Put	500	$82,535
LOAR	Put	1.00K	$80,610
CRWV	Call	800	$79,632
CLS	Call	200	$72,960
ARM	Call	200	$70,914
TMDX	Call	1.00K	$66,420
WDC	Call	100	$63,872
WDAY	Put	500	$61,210
MRVL	Call	200	$59,578
UBER	Call	800	$57,728
OXY	Call	1.00K	$48,570
RBRK	Call	500	$40,140
SLB	Call	800	$37,192
RDDT	Call	200	$34,716
IBIT	Call	1.00K	$33,290
SOFI	Call	1.80K	$32,274
TTD	Call	1.50K	$27,120
ONON	Call	700	$24,794
ICE	Call	200	$24,622
EBAY	Put	200	$22,350
USO	Put	200	$21,288
SPCX	Call	100	$17,086
CAVA	Call	200	$15,696
CRM	Call	100	$15,666
TOST	Call	500	$13,910
ET	Call	700	$13,384

13F báo cáo giá trị danh nghĩa của quyền chọn (số cổ phiếu cơ sở và giá trị thị trường) nhưng không ghi nhận giá thực hiện, ngày đáo hạn hay việc quyền chọn được mua hay bán — không thể suy luận chiều hướng giao dịch. Phương pháp luận

Tuổi vị thế

3300–1 quý

29062–4 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
Corient Private Wealth LP	2318	60.0%	0.8675	So sánh ⇄
Raymond James Financial Inc	2823	50.6%	0.8567	So sánh ⇄
Rockefeller Capital Management L.P.	2858	56.5%	0.8195	So sánh ⇄
Mariner, LLC	2447	57.6%	0.8146	So sánh ⇄
HighTower Advisors, LLC	2411	52.6%	0.8142	So sánh ⇄
Bank Of America Corp /De/	3046	53.9%	0.7945	So sánh ⇄
Fifth Third Bancorp	2726	57.4%	0.7938	So sánh ⇄
Stifel Financial Corp	2417	54.1%	0.7664	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Aug 14 2026 13F-HR · kỳ Q2 2026

$82.73B · 8,447 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$70.83B · 7,531 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Feb 11 2026 13F-HR · kỳ Q4 2025

$68.62B · 6,772 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Oct 22 2025 13F-HR · kỳ Q3 2025

$61.67B · 2,739 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Aug 13 2025 13F-HR · kỳ Q2 2025

$56.08B · 2,626 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: Q2 2026 · hồ sơ mới nhất Aug 14, 2026 · Phương pháp tính thay đổi

☆ Cerity Partners LLC

Cerity Partners LLC