Hồ sơ lưu nhà quản lý

Commonwealth Equity Services, Llc

Waltham, MA · CIK 312272 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$79.52BGiá trị 13F được báo cáo

4,415Vị thế

17.0%Tỷ trọng top 10

192.30Danh mục nắm giữ hiệu lực

2.9%Doanh thu ước tính

+203Mới

−147Thoát 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 67.4% (+0.3pp)

Công nghệ 13.4% (+1.2pp)

Công nghiệp 3.9% (+0.2pp)

Hàng tiêu dùng chu kỳ 3.5% (-0.2pp)

Chăm sóc sức khỏe 3.2% (-0.1pp)

Dịch vụ Truyền thông 2.8% (-0.3pp)

Hàng tiêu dùng thiết yếu 2.1% (-0.4pp)

Năng lượng 1.5% (-0.5pp)

Tiện ích 1.0% (-0.2pp)

Vật liệu Cơ bản 0.7% (-0.1pp)

Bất động sản 0.6% (+0.0pp)

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	AAPL Apple Inc.	3.1%	$2.47B	8.53M	-4.8%	▼ Trim	3+
2	IVV iShares Core S&P 500 ETF	2.5%	$2.00B	2.67M	+1.0%	▲ Add	3+
3	NVDA NVIDIA Corporation	2.2%	$1.72B	8.60M	-5.3%	▼ Trim	3+
4	QQQ Invesco QQQ Trust, Series 1	1.5%	$1.22B	1.66M	-6.5%	▼ Trim	3+
5	VEA Vanguard FTSE Developed…	1.5%	$1.19B	16.67M	-0.6%	▼ Trim	3+
6	SPY State Street SPDR S&P 500…	1.4%	$1.11B	1.49M	-8.3%	▼ Trim	3+
7	MSFT Microsoft Corporation	1.4%	$1.07B	2.88M	-4.8%	▼ Trim	3+
8	AMZN Amazon.com, Inc.	1.2%	$982.61M	4.12M	-6.2%	▼ Trim	3+
9	VOO Vanguard S&P 500 ETF	1.1%	$903.47M	1.32M	-1.1%	▼ Trim	3+
10	IWF iShares Russell 1000 Growth…	1.0%	$833.74M	6.71M	-2.4% ✂	▼ Trim	3+
11	VUG Vanguard Morningstar Growth…	1.0%	$787.91M	9.15M	-3.8% ✂	▼ Trim	3+
12	GOOGL Alphabet Inc.	0.9%	$732.24M	2.05M	-4.8%	▼ Trim	3+
13	VTI Vanguard Morningstar Total…	0.9%	$710.59M	1.92M	-2.5%	▼ Trim	3+
14	CGDV Capital Group Dividend…	0.8%	$673.55M	13.67M	+1.5%	▲ Add	3+
15	CGGR Capital Group Growth ETF	0.8%	$658.38M	13.95M	+2.9%	▲ Add	3+
16	VTV Vanguard Morningstar Value…	0.7%	$593.40M	2.72M	+3.3%	▲ Add	3+
17	DGRO iShares Core Dividend…	0.7%	$548.41M	7.24M	+0.1%	▲ Add	3+
18	VIG Vanguard Dividend…	0.7%	$544.83M	2.30M	-3.0%	▼ Trim	3+
19	BRK-B Berkshire Hathaway Inc.	0.7%	$535.46M	1.07M	-3.3%	▼ Trim	3+
20	GOOG Alphabet Inc.	0.7%	$524.09M	1.48M	-5.8%	▼ Trim	3+
21	RDVY First Trust Rising Dividend…	0.6%	$459.51M	5.67M	+1.0%	▲ Add	3+
22	JPM JPMorgan Chase & Co.	0.6%	$438.18M	1.34M	-5.2%	▼ Trim	3+
23	QQQM Invesco NASDAQ 100 ETF	0.5%	$430.94M	1.42M	+21.0%	▲ Add	3+
24	IVW iShares S&P 500 Growth ETF	0.5%	$424.25M	3.08M	+1.6%	▲ Add	3+
25	LLY Eli Lilly and Company	0.5%	$413.62M	344.85K	+13.7%	▲ Add	3+
26	PVAL Putnam Focused Large Cap…	0.5%	$406.42M	7.98M	+19.7%	▲ Add	3+
27	IWD iShares Russell 1000 Value…	0.5%	$388.25M	1.60M	-0.3%	▼ Trim	3+
28	DFAC Dimensional - US Core…	0.5%	$371.24M	8.37M	+0.4%	▲ Add	3+
29	IJR iShares Core S&P Small-Cap…	0.5%	$366.98M	2.47M	-8.3%	▼ Trim	3+
30	AVGO Broadcom Inc.	0.5%	$363.32M	961.80K	-2.3%	▼ Trim	3+
31	VYM Vanguard High Dividend…	0.5%	$358.22M	2.27M	-5.3%	▼ Trim	3+
32	VWO Vanguard FTSE Emerging…	0.4%	$352.70M	5.91M	-3.0%	▼ Trim	3+
33	BUFR FT Vest Laddered Buffer ETF	0.4%	$346.22M	9.48M	-4.4%	▼ Trim	3+
34	DYNF iShares U.S. Equity Factor…	0.4%	$334.11M	4.91M	+4.9%	▲ Add	3+
35	IJH iShares Core S&P Mid-Cap ETF	0.4%	$332.59M	4.31M	-11.2%	▼ Trim	3+
36	TSLA Tesla, Inc.	0.4%	$331.33M	787.76K	-5.6%	▼ Trim	3+
37	CAT Caterpillar Inc.	0.4%	$329.95M	309.84K	-6.1%	▼ Trim	3+
38	IWP iShares Russell Mid-Cap…	0.4%	$324.78M	2.22M	-1.6%	▼ Trim	3+
39	COST Costco Wholesale Corporation	0.4%	$319.55M	341.59K	-4.3%	▼ Trim	3+
40	JNJ Johnson & Johnson	0.4%	$317.30M	1.25M	-2.1%	▼ Trim	3+
41	VO Vanguard Morningstar…	0.4%	$316.55M	3.93M	-2.3% ✂	▼ Trim	3+
42	MU Micron Technology, Inc.	0.4%	$313.79M	271.85K	-0.9%	▼ Trim	3+
43	IWS iShares Russell Mid-Cap…	0.4%	$307.48M	1.87M	+0.1%	▲ Add	3+
44	XLK State Street Technology…	0.4%	$307.06M	1.61M	-4.8%	▼ Trim	3+
45	SCHD Schwab U.S. Dividend Equity…	0.4%	$304.64M	9.61M	+1.7%	▲ Add	3+
46	MUB iShares National Muni Bond…	0.4%	$302.23M	2.81M	-0.5%	▼ Trim	3+
47	GLD SPDR Gold Shares	0.4%	$302.15M	820.22K	-3.7%	▼ Trim	3+
48	SPDW State Street SPDR Portfolio…	0.4%	$297.06M	5.90M	+3.0%	▲ Add	3+
49	META Meta Platforms, Inc.	0.4%	$288.95M	512.96K	-4.1%	▼ Trim	3+
50	VB Vanguard Morningstar…	0.4%	$288.16M	950.66K	-3.1%	▼ Trim	3+
51	XONA.DE Exxon Mobil Corporation	0.3%	$277.36M	2.03M	-2.8%	▼ Trim	3+
52	IEFA iShares Core MSCI EAFE ETF	0.3%	$274.83M	2.85M	-0.1%	▼ Trim	3+
53	RSP Invesco S&P 500 Equal…	0.3%	$270.77M	1.27M	+5.4%	▲ Add	3+
54	FENI Fidelity Enhanced…	0.3%	$269.18M	6.71M	+10.2%	▲ Add	3+
55	AMD Advanced Micro Devices, Inc.	0.3%	$266.01M	457.92K	-13.8%	▼ Trim	3+
56	VONG Vanguard Russell 1000…	0.3%	$261.62M	2.05M	+1.6%	▲ Add	3+
57	ABBV AbbVie Inc.	0.3%	$245.38M	975.11K	-2.6%	▼ Trim	3+
58	IWY iShares Russell Top 200…	0.3%	$240.65M	828.07K	-9.7%	▼ Trim	3+
59	IAU iShares Gold Trust	0.3%	$234.43M	3.10M	-3.2%	▼ Trim	3+
60	CGGO Capital Group Global Growth…	0.3%	$233.34M	5.51M	-0.9%	▼ Trim	3+
61	FBND Fidelity Total Bond ETF	0.3%	$232.63M	5.11M	+4.7%	▲ Add	3+
62	WMT Walmart Inc.	0.3%	$225.27M	1.99M	-3.2%	▼ Trim	3+
63	IVE iShares S&P 500 Value ETF	0.3%	$221.75M	976.62K	-6.0%	▼ Trim	3+
64	QUAL iShares MSCI USA Quality…	0.3%	$221.39M	1.01M	-24.7%	▼ Trim	3+
65	JEPI JPMorgan Equity Premium…	0.3%	$220.99M	3.91M	-10.3%	▼ Trim	3+
66	TCAF T. Rowe Price Capital…	0.3%	$217.48M	5.29M	+0.2%	▲ Add	3+
67	BSV Vanguard Short-Term Bond ETF	0.3%	$216.37M	2.78M	-2.5%	▼ Trim	3+
68	ITOT iShares Core S&P Total U.S.…	0.3%	$211.71M	1.29M	-0.1%	▼ Trim	3+
69	PG The Procter & Gamble Company	0.3%	$210.65M	1.44M	-3.8%	▼ Trim	3+
70	FLCG FEDERATED HERMES ETF TRUST	0.3%	$207.85M	6.24M	+0.7%	▲ Add	3+
71	SPYG State Street SPDR Portfolio…	0.3%	$206.67M	1.74M	+14.8%	▲ Add	3+
72	JEPQ JPMorgan Nasdaq Equity…	0.3%	$202.24M	3.29M	+5.4%	▲ Add	3+
73	V Visa Inc.	0.3%	$201.05M	585.99K	-7.1%	▼ Trim	3+
74	CGUS Capital Group Core Equity…	0.2%	$197.76M	4.45M	+4.5%	▲ Add	3+
75	FTEC Fidelity MSCI Information…	0.2%	$190.90M	668.46K	+0.2%	▲ Add	3+
76	IEMG iShares Core MSCI Emerging…	0.2%	$189.79M	2.29M	-12.5%	▼ Trim	3+
77	AMAT Applied Materials, Inc.	0.2%	$187.98M	260.00K	-2.9%	▼ Trim	3+
78	NEE NextEra Energy, Inc.	0.2%	$186.91M	2.13M	-2.8%	▼ Trim	3+
79	HD The Home Depot, Inc.	0.2%	$185.98M	527.32K	-6.8%	▼ Trim	3+
80	VGT Vanguard Information…	0.2%	$183.38M	1.53M	-0.9% ✂	▼ Trim	3+
81	FELG Fidelity Enhanced Large Cap…	0.2%	$182.48M	4.17M	+3.8%	▲ Add	3+
82	AVUS Avantis U.S. Equity ETF	0.2%	$180.94M	1.41M	+4.3%	▲ Add	3+
83	FBCG Fidelity Blue Chip Growth…	0.2%	$180.77M	2.91M	+0.3%	▲ Add	3+
84	FDVV Fidelity High Dividend ETF	0.2%	$180.11M	2.99M	+0.6%	▲ Add	3+
85	FSMD Fidelity Small-Mid…	0.2%	$179.53M	3.40M	+2.9%	▲ Add	3+
86	COWZ Pacer US Cash Cows 100 ETF	0.2%	$178.28M	2.87M	-5.4%	▼ Trim	3+
87	AGG iShares Core U.S. Aggregate…	0.2%	$178.21M	1.80M	+1.0%	▲ Add	3+
88	USMV iShares MSCI USA Min Vol…	0.2%	$175.24M	1.82M	-4.7%	▼ Trim	3+
89	CVX Chevron Corporation	0.2%	$172.74M	1.04M	-5.0%	▼ Trim	3+
90	CSCO Cisco Systems, Inc.	0.2%	$170.03M	1.45M	-11.3%	▼ Trim	3+
91	JGRO JPMorgan Active Growth ETF	0.2%	$169.14M	1.72M	+9.3%	▲ Add	3+
92	IYW iShares U.S. Technology ETF	0.2%	$168.86M	669.45K	-0.1%	▼ Trim	3+
93	VONV Vanguard Russell 1000 Value…	0.2%	$167.98M	1.58M	+5.9%	▲ Add	3+
94	IWO iShares Russell 2000 Growth…	0.2%	$167.56M	425.32K	-1.7%	▼ Trim	3+
95	IWN iShares Russell 2000 Value…	0.2%	$167.38M	756.67K	-4.7%	▼ Trim	3+
96	DFAX Dimensional World ex U.S.…	0.2%	$163.94M	4.45M	+2.9%	▲ Add	3+
97	IBM International Business…	0.2%	$159.60M	567.55K	-5.7%	▼ Trim	3+
98	SDVY First Trust SMID Cap Rising…	0.2%	$157.35M	3.65M	+5.6%	▲ Add	3+
99	FELC Fidelity Enhanced Large Cap…	0.2%	$156.45M	3.73M	+5.3%	▲ Add	3+
100	FMDE Fidelity Enhanced Mid Cap…	0.2%	$156.19M	3.85M	+21.4%	▲ Add	3+
101	RECS Columbia Research Enhanced…	0.2%	$156.19M	3.61M	+10.8%	▲ Add	3+
102	JIRE JPMorgan International…	0.2%	$155.89M	1.89M	+5.8%	▲ Add	3+
103	RTX RTX Corporation	0.2%	$155.67M	820.49K	-0.9%	▼ Trim	3+
104	TSM Taiwan Semiconductor…	0.2%	$155.45M	325.50K	-5.2%	▼ Trim	3+
105	SOXX iShares Semiconductor ETF	0.2%	$154.75M	241.51K	+4.6%	▲ Add	3+
106	IUSG iShares Core S&P U.S.…	0.2%	$152.32M	809.82K	+4.2%	▲ Add	3+
107	BAI iShares A.I. Innovation and…	0.2%	$151.93M	2.88M	+3.8%	▲ Add	3+
108	IXUS iShares Core MSCI Total…	0.2%	$149.94M	1.57M	+4.2%	▲ Add	3+
109	GEV GE Vernova Inc.	0.2%	$149.12M	126.93K	-1.6%	▼ Trim	3+
110	IUSB iShares Core Universal USD…	0.2%	$148.03M	3.21M	+8.2%	▲ Add	3+
111	MRK Merck & Co., Inc.	0.2%	$147.74M	1.15M	-6.0%	▼ Trim	3+
112	PRF Invesco RAFI US 1000 ETF	0.2%	$146.81M	2.72M	+7.2%	▲ Add	3+
113	PLTR Palantir Technologies Inc.	0.2%	$146.47M	1.26M	-8.9%	▼ Trim	3+
114	BAC Bank of America Corporation	0.2%	$146.02M	2.56M	-2.3%	▼ Trim	3+
115	GLW Corning Inc	0.2%	$146.00M	571.60K	0.0%	▲ Add	3+
116	IGSB iShares 1-5 Year Investment…	0.2%	$145.11M	2.77M	-7.0%	▼ Trim	3+
117	IWM iShares Russell 2000 ETF	0.2%	$144.72M	481.66K	+1.1%	▲ Add	3+
118	LRCX Lam Research Corporation	0.2%	$144.15M	332.66K	-14.5%	▼ Trim	3+
119	VEU Vanguard FTSE All-World…	0.2%	$140.81M	1.68M	+3.9%	▲ Add	3+
120	GE GE Aerospace	0.2%	$139.01M	371.95K	-1.2%	▼ Trim	3+
121	BND Vanguard Total Bond Market…	0.2%	$134.97M	1.84M	+1.1%	▲ Add	3+
122	PANW Palo Alto Networks, Inc.	0.2%	$134.20M	393.52K	-12.6%	▼ Trim	3+
123	VBR Vanguard Morningstar…	0.2%	$133.87M	550.94K	-2.2%	▼ Trim	3+
124	SDY State Street SPDR S&P…	0.2%	$132.95M	873.66K	-2.3%	▼ Trim	3+
125	FV First Trust Dorsey Wright…	0.2%	$132.51M	1.75M	-5.5%	▼ Trim	3+
126	CGBL Capital Group Core Balanced…	0.2%	$132.24M	3.48M	+7.5%	▲ Add	3+
127	SPYV State Street SPDR Portfolio…	0.2%	$131.77M	2.17M	+28.7%	▲ Add	3+
128	JHMM John Hancock Investments -…	0.2%	$131.09M	1.75M	+0.4%	▲ Add	3+
129	DFUS Dimensional U.S. Equity ETF	0.2%	$130.43M	1.59M	-3.7%	▼ Trim	3+
130	SPYM State Street SPDR Portfolio…	0.2%	$128.92M	1.47M	+7.8%	▲ Add	3+
131	VZ Verizon Communications Inc.	0.2%	$127.77M	3.02M	-14.7%	▼ Trim	3+
132	ONEQ Fidelity Nasdaq Composite…	0.2%	$127.57M	1.24M	-1.3%	▼ Trim	3+
133	SMH VanEck Semiconductor ETF	0.2%	$124.56M	189.91K	+1.2%	▲ Add	3+
134	INTC Intel Corp.	0.2%	$122.93M	880.37K	-8.4%	▼ Trim	3+
135	CCL Carnival Corporation & plc	0.2%	$122.86M	4.30M	+3.6%	▲ Add	3+
136	SCHG Schwab U.S. Large-Cap…	0.2%	$122.77M	3.63M	-1.9%	▼ Trim	3+
137	MCD McDonald's Corporation	0.2%	$120.70M	446.54K	-3.7%	▼ Trim	3+
138	VV Vanguard Morningstar…	0.1%	$118.42M	344.33K	-10.2%	▼ Trim	3+
139	MOAT VanEck Morningstar Wide…	0.1%	$117.49M	1.13M	-15.9%	▼ Trim	3+
140	FESM Fidelity Enhanced Small Cap…	0.1%	$116.83M	2.42M	+7.8%	▲ Add	3+
141	PULS PGIM Ultra Short Bond ETF	0.1%	$113.54M	2.29M	-0.8%	▼ Trim	3+
142	AMGN Amgen Inc.	0.1%	$112.07M	309.48K	-3.3%	▼ Trim	3+
143	DIA State Street SPDR Dow Jones…	0.1%	$111.99M	214.38K	+3.3%	▲ Add	3+
144	AVUV Avantis U.S. Small Cap…	0.1%	$110.95M	889.27K	-6.6%	▼ Trim	3+
145	CGXU Capital Group International…	0.1%	$110.89M	3.20M	+6.0%	▲ Add	3+
146	MA Mastercard Incorporated	0.1%	$109.96M	214.09K	+7.8%	▲ Add	3+
147	CRWD CrowdStrike Holdings, Inc.	0.1%	$109.70M	143.74K	+1.7%	▲ Add	3+
148	DFAI Dimensional - International…	0.1%	$108.56M	2.63M	+12.0%	▲ Add	3+
149	XMHQ Invesco S&P MidCap Quality…	0.1%	$107.02M	948.08K	+0.3%	▲ Add	3+
150	RWL Invesco S&P 500 Revenue ETF	0.1%	$106.37M	832.55K	+3.2%	▲ Add	3+
151	FELV Fidelity Enhanced Large Cap…	0.1%	$106.35M	2.65M	+32.3%	▲ Add	3+
152	JPST JPMorgan Ultra-Short Income…	0.1%	$105.20M	2.08M	+14.7%	▲ Add	3+
153	ORCL Oracle Corporation	0.1%	$103.84M	708.53K	+3.2%	▲ Add	3+
154	CIBR First Trust Nasdaq…	0.1%	$103.66M	1.15M	+0.1%	▲ Add	3+
155	KO The Coca-Cola Company	0.1%	$103.17M	1.27M	-3.9%	▼ Trim	3+
156	MTUM iShares MSCI USA Momentum…	0.1%	$102.79M	299.83K	-12.1%	▼ Trim	3+
157	SPMO Invesco S&P 500 Momentum ETF	0.1%	$102.08M	631.93K	+67.2%	▲ Add	3+
158	AIRR First Trust RBA American…	0.1%	$100.77M	756.26K	+21.6%	▲ Add	3+
159	ASML ASML Holding N.V.	0.1%	$100.53M	50.53K	-2.7%	▼ Trim	3+
160	CORO iShares International…	0.1%	$98.60M	2.69M	+14.1%	▲ Add	2
161	SPHQ Invesco S&P 500 Quality ETF	0.1%	$97.45M	1.08M	+1.1%	▲ Add	3+
162	ADI Analog Devices, Inc.	0.1%	$97.08M	244.44K	-3.4%	▼ Trim	3+
163	GSIE Goldman Sachs ActiveBeta…	0.1%	$96.57M	2.11M	+2.3%	▲ Add	3+
164	CGDG Capital Group Dividend…	0.1%	$96.36M	2.57M	+10.2%	▲ Add	3+
165	EFA iShares MSCI EAFE ETF	0.1%	$96.32M	927.18K	-7.8%	▼ Trim	3+
166	FFLG FIDELITY COVINGTON TRUST	0.1%	$95.99M	2.77M	+122.2%	▲ Add	3+
167	NFLX Netflix, Inc.	0.1%	$95.35M	1.34M	-8.1%	▼ Trim	3+
168	AVLV Avantis U.S. Large Cap…	0.1%	$95.33M	1.05M	+5.7%	▲ Add	3+
169	FFLC FIDELITY COVINGTON TRUST	0.1%	$95.32M	1.62M	+11.5%	▲ Add	3+
170	AXP American Express Company	0.1%	$95.18M	281.38K	+0.8%	▲ Add	3+
171	KLAC KLA Corporation	0.1%	$94.37M	312.78K	-2.9% ✂	▼ Trim	3+
172	MO Altria Group, Inc.	0.1%	$92.97M	1.29M	-2.1%	▼ Trim	3+
173	BIV Vanguard Intermediate-Term…	0.1%	$92.65M	1.21M	-2.0%	▼ Trim	3+
174	IWR iShares Russell Mid-Cap ETF	0.1%	$92.45M	838.03K	-3.0%	▼ Trim	3+
175	IAGG iShares Core International…	0.1%	$91.76M	1.81M	-14.9%	▼ Trim	3+
176	DE Deere & Company	0.1%	$91.72M	144.59K	-1.2%	▼ Trim	3+
177	CGMS Capital Group U.S.…	0.1%	$91.13M	3.33M	-3.5%	▼ Trim	3+
178	PEP PepsiCo, Inc.	0.1%	$90.92M	671.46K	-2.2%	▼ Trim	3+
179	FVD First Trust Value Line…	0.1%	$90.72M	1.88M	-7.5%	▼ Trim	3+
180	AVEM Avantis Emerging Markets…	0.1%	$90.49M	937.78K	-2.4%	▼ Trim	3+
181	GS The Goldman Sachs Group…	0.1%	$90.31M	89.30K	-3.8%	▼ Trim	3+
182	DFCF Dimensional - Core Fixed…	0.1%	$89.79M	2.13M	+18.3%	▲ Add	3+
183	ETN Eaton Corporation plc	0.1%	$89.65M	210.38K	-2.3%	▼ Trim	3+
184	DVY iShares Select Dividend ETF	0.1%	$89.62M	573.40K	-2.9%	▼ Trim	3+
185	JAAA Janus Henderson AAA CLO ETF	0.1%	$89.59M	1.77M	+9.2%	▲ Add	3+
186	LMT Lockheed Martin Corporation	0.1%	$89.57M	175.81K	-8.8%	▼ Trim	3+
187	MRVL Marvell Technology, Inc.	0.1%	$89.38M	300.05K	-11.7%	▼ Trim	3+
188	XLE State Street Energy Select…	0.1%	$88.44M	1.67M	-4.1%	▼ Trim	3+
189	VXUS Vanguard Total…	0.1%	$88.36M	1.03M	+4.2%	▲ Add	3+
190	HDV iShares Core High Dividend…	0.1%	$87.11M	3.18M	+1.5% ✂	▲ Add	3+
191	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$87.05M	846.71K	+3.3%	▲ Add	3+
192	IJT iShares S&P Small-Cap 600…	0.1%	$86.93M	486.72K	+0.9%	▲ Add	3+
193	PM Philip Morris International…	0.1%	$85.99M	475.32K	-0.5%	▼ Trim	3+
194	WT WisdomTree, Inc.	0.4%	$84.83M	887.18K	-6.2%	▼ Trim	3+
195	VOT Vanguard Morningstar…	0.1%	$84.26M	275.08K	-0.6%	▼ Trim	3+
196	SO The Southern Company	0.1%	$83.65M	873.98K	+0.4%	▲ Add	3+
197	ITA iShares U.S. Aerospace &…	0.1%	$83.32M	343.70K	+3.0%	▲ Add	3+
198	EFV iShares MSCI EAFE Value ETF	0.1%	$83.20M	1.09M	-26.4%	▼ Trim	3+
199	UNH UnitedHealth Group…	0.1%	$82.04M	197.39K	+2.8%	▲ Add	3+
200	XLI State Street Industrial…	0.1%	$82.02M	442.81K	+5.5%	▲ Add	3+
201	NULG Nuveen ESG Large-Cap Growth	0.1%	$81.43M	695.63K	+2.8%	▲ Add	3+
202	SHYG iShares 0-5 Year High Yield…	0.1%	$81.26M	1.92M	-26.5%	▼ Trim	3+
203	MGK Vanguard Morningstar Mega…	0.1%	$81.13M	922.89K	-2.1% ✂	▼ Trim	3+
204	VOE Vanguard Morningstar…	0.1%	$80.97M	409.75K	+2.0%	▲ Add	3+
205	BINC iShares Flexible Income…	0.1%	$80.75M	1.54M	-7.1%	▼ Trim	3+
206	CGMU Capital Group Municipal…	0.1%	$80.47M	2.93M	-0.7%	▼ Trim	3+
207	SGOV iShares 0-3 Month Treasury…	0.1%	$80.32M	797.82K	+1.9%	▲ Add	3+
208	PFE Pfizer Inc.	0.1%	$78.92M	3.28M	-6.0%	▼ Trim	3+
209	IGM iShares Expanded Tech…	0.1%	$78.54M	480.10K	-2.4%	▼ Trim	3+
210	PYLD PIMCO Multisector Bond…	0.1%	$78.21M	2.95M	+14.2%	▲ Add	3+
211	VRT Vertiv Holdings Co	0.1%	$78.20M	233.55K	-5.2%	▼ Trim	3+
212	QCOM QUALCOMM Incorporated	0.1%	$77.42M	418.99K	-11.7%	▼ Trim	3+
213	LMBS First Trust Low Duration…	0.1%	$76.35M	1.53M	+5.1%	▲ Add	3+
214	MS Morgan Stanley	0.1%	$75.48M	361.07K	-3.0%	▼ Trim	3+
215	TLT iShares 20+ Year Treasury…	0.1%	$74.74M	864.81K	+1.8%	▲ Add	3+
216	BKDV BNY Mellon Dynamic Value ETF	0.1%	$74.73M	2.23M	+0.4%	▲ Add	3+
217	FTSM First Trust Enhanced Short…	0.1%	$74.48M	1.25M	+95.9%	▲ Add	3+
218	XLU State Street Utilities…	0.1%	$74.20M	1.64M	+2.1%	▲ Add	3+
219	IUSV iShares Core S&P U.S. Value…	0.1%	$73.77M	669.76K	+1.7%	▲ Add	3+
220	FTCS First Trust Capital…	0.1%	$73.56M	783.21K	-12.4%	▼ Trim	3+
221	LOW Lowe's Companies, Inc.	0.1%	$73.36M	332.70K	-5.6%	▼ Trim	3+
222	CGCP Capital Group Core Plus…	0.1%	$73.09M	3.28M	-7.3%	▼ Trim	3+
223	BIL State Street SPDR Bloomberg…	0.1%	$72.06M	786.32K	+22.1%	▲ Add	3+
224	JBND JPMorgan Active Bond ETF	0.1%	$70.79M	1.32M	-16.1%	▼ Trim	3+
225	VBK Vanguard Morningstar…	0.1%	$70.60M	193.07K	-6.4%	▼ Trim	3+
226	MBB iShares MBS ETF	0.1%	$70.47M	745.52K	+8.4%	▲ Add	3+
227	VT Vanguard Total World Stock…	0.1%	$70.44M	448.79K	+2.8%	▲ Add	3+
228	JCPB JPMorgan Core Plus Bond ETF	0.1%	$69.63M	1.48M	+8.4%	▲ Add	3+
229	IJK iShares S&P Mid-Cap 400…	0.1%	$69.33M	590.04K	-0.2%	▼ Trim	3+
230	EMXC iShares MSCI Emerging…	0.1%	$68.98M	674.30K	+2.0%	▲ Add	3+
231	OEF iShares S&P 100 ETF	0.1%	$68.83M	188.12K	-31.8%	▼ Trim	3+
232	IQLT iShares MSCI Intl Quality…	0.1%	$68.67M	1.39M	+12.4%	▲ Add	3+
233	CVIE MORGAN STANLEY ETF TRUST	0.1%	$67.79M	797.39K	+0.9%	▲ Add	3+
234	AVNM AMERICAN CENTY ETF TR	0.1%	$67.77M	822.60K	+6.7%	▲ Add	3+
235	XLF State Street Financial…	0.1%	$67.33M	1.26M	-15.1%	▼ Trim	3+
236	DUK Duke Energy Corporation	0.1%	$66.09M	522.11K	-1.9%	▼ Trim	3+
237	BA The Boeing Company	0.1%	$66.04M	305.07K	-4.9%	▼ Trim	3+
238	VCIT Vanguard Intermediate-Term…	0.1%	$65.73M	795.23K	-5.0%	▼ Trim	3+
239	GDX VanEck Gold Miners ETF	0.1%	$65.57M	869.04K	+7.8%	▲ Add	3+
240	STX Seagate Technology Holdings…	0.1%	$65.37M	67.74K	-1.5%	▼ Trim	3+
241	ANET Arista Networks, Inc.	0.1%	$65.12M	383.33K	+2.7%	▲ Add	3+
242	DFAU Dimensional - US Core…	0.1%	$64.85M	1.25M	+3.9%	▲ Add	3+
243	VCSH Vanguard Short-Term…	0.1%	$64.66M	818.15K	+5.9%	▲ Add	3+
244	IJS iShares S&P Small-Cap 600…	0.1%	$63.68M	465.88K	-1.6%	▼ Trim	3+
245	BRK-A Berkshire Hathaway Inc.	0.1%	$63.65M	85	-11.5%	▼ Trim	3+
246	SPLV Invesco S&P 500 Low…	0.1%	$62.67M	836.71K	-25.6%	▼ Trim	3+
247	XMMO Invesco S&P MidCap Momentum…	0.1%	$62.62M	368.06K	+1.5%	▲ Add	3+
248	EFG iShares MSCI EAFE Growth ETF	0.1%	$61.54M	494.60K	+24.5%	▲ Add	3+
249	SFLR INNOVATOR ETFS TRUST	0.1%	$61.37M	1.59M	+2.0%	▲ Add	3+
250	IWB iShares Russell 1000 ETF	0.1%	$61.25M	149.58K	-3.9%	▼ Trim	3+
251	PWR Quanta Services, Inc.	0.1%	$61.18M	84.97K	+2.7%	▲ Add	3+
252	RDVI FT Vest Rising Dividend…	0.1%	$61.16M	2.08M	+3.2%	▲ Add	3+
253	DELL Dell Technologies Inc.	0.1%	$61.08M	141.57K	-15.9%	▼ Trim	3+
254	PAAA PGIM AAA CLO ETF	0.1%	$60.99M	1.19M	+12.1%	▲ Add	3+
255	DFIC Dimensional - International…	0.1%	$60.92M	1.64M	+3.3%	▲ Add	3+
256	VNQ Vanguard Real Estate ETF	0.1%	$60.88M	631.34K	-4.5%	▼ Trim	3+
257	T AT&T Inc.	0.1%	$60.87M	2.94M	-5.1%	▼ Trim	3+
258	THRO iShares U.S. Thematic…	0.1%	$60.81M	1.41M	-7.7%	▼ Trim	3+
259	NOBL ProShares - S&P 500…	0.1%	$60.71M	1.08M	-6.3% ✂	▼ Trim	3+
260	GRID First Trust NASDAQ Clean…	0.1%	$60.65M	316.29K	-12.2%	▼ Trim	3+
261	NULV Nuveen ESG Large-Cap Value	0.1%	$60.43M	1.21M	+7.5%	▲ Add	3+
262	CGSD Capital Group Short…	0.1%	$59.59M	2.32M	-3.5%	▼ Trim	3+
263	BX Blackstone Inc.	0.1%	$59.48M	505.51K	-4.9%	▼ Trim	3+
264	EMR Emerson Electric Co.	0.1%	$59.44M	415.23K	-2.2%	▼ Trim	3+
265	ESGU iShares ESG Aware MSCI USA…	0.1%	$59.40M	362.92K	-1.8%	▼ Trim	3+
266	PAVE Global X - U.S.…	0.1%	$59.30M	1.01M	-0.9%	▼ Trim	3+
267	XLP State Street Consumer…	0.1%	$59.24M	713.10K	+5.9%	▲ Add	3+
268	IDEV iShares Core MSCI…	0.1%	$58.84M	661.03K	+3.5%	▲ Add	3+
269	FIVA FIDELITY COVINGTON TRUST	0.1%	$58.77M	1.53M	-2.3%	▼ Trim	3+
270	DFSD Dimensional - Short…	0.1%	$58.70M	1.23M	+3.9%	▲ Add	3+
271	SPSM State Street SPDR Portfolio…	0.1%	$58.20M	1.01M	+10.2%	▲ Add	3+
272	VHT Vanguard Health Care ETF	0.1%	$57.61M	192.66K	-3.2%	▼ Trim	3+
273	AVDE Avantis International…	0.1%	$57.46M	644.21K	-11.7%	▼ Trim	3+
274	UPS United Parcel Service, Inc.	0.1%	$57.34M	533.37K	-4.9%	▼ Trim	3+
275	ABT Abbott Laboratories	0.1%	$57.08M	629.08K	-0.5%	▼ Trim	3+
276	WT WisdomTree, Inc.	0.4%	$57.01M	591.84K	-6.2%	▼ Trim	3+
277	AUSF GLOBAL X FDS	0.1%	$56.78M	1.16M	+10.2%	▲ Add	3+
278	XLV State Street Health Care…	0.1%	$56.73M	357.58K	-3.1%	▼ Trim	3+
279	SLV iShares Silver Trust	0.1%	$56.64M	1.06M	-6.1%	▼ Trim	3+
280	JQUA JPMorgan U.S. Quality…	0.1%	$56.57M	782.66K	+5.3%	▲ Add	3+
281	BMY Bristol-Myers Squibb Company	0.1%	$56.21M	975.57K	-1.7%	▼ Trim	3+
282	PDP INVESCO EXCHANGE TRADED FD T	0.1%	$56.13M	369.93K	-4.3%	▼ Trim	3+
283	SUB iShares Short-Term National…	0.1%	$56.09M	526.79K	-2.5%	▼ Trim	3+
284	WPC W. P. Carey Inc.	0.1%	$55.46M	775.61K	-2.2%	▼ Trim	3+
285	DFAS Dimensional - US Small Cap…	0.1%	$55.42M	673.03K	0.0%	▲ Add	3+
286	MINT PIMCO Enhanced Short…	0.1%	$55.23M	547.86K	+13.6%	▲ Add	3+
287	CGIC Capital Group International…	0.1%	$54.39M	1.49M	+14.3%	▲ Add	3+
288	WFC Wells Fargo & Company	0.1%	$54.36M	657.83K	-2.5%	▼ Trim	3+
289	GPIX Goldman Sachs S&P 500…	0.1%	$54.13M	974.10K	+27.5%	▲ Add	3+
290	IDV iShares International…	0.1%	$53.88M	1.30M	+14.1%	▲ Add	3+
291	TJX The TJX Companies, Inc.	0.1%	$53.19M	351.06K	+1.1%	▲ Add	3+
292	CVLC MORGAN STANLEY ETF TRUST	0.1%	$52.83M	559.27K	+1.5%	▲ Add	3+
293	XAR State Street SPDR S&P…	0.1%	$52.75M	185.88K	+1.0%	▲ Add	3+
294	DIS The Walt Disney Company	0.1%	$52.63M	546.79K	-10.0%	▼ Trim	3+
295	TT Trane Technologies plc	0.1%	$52.25M	106.38K	+1.5%	▲ Add	3+
296	IMCG iShares Morningstar Mid-Cap…	0.1%	$52.09M	529.89K	-7.7%	▼ Trim	3+
297	LVHI Franklin International Low…	0.1%	$52.00M	1.28M	+6.1%	▲ Add	3+
298	CGMM Capital Group U.S. Small…	0.1%	$51.88M	1.57M	+14.8%	▲ Add	3+
299	TXN Texas Instruments…	0.1%	$51.61M	173.16K	+0.1%	▲ Add	3+
300	VXF Vanguard Extended Market ETF	0.1%	$51.61M	209.63K	-1.6%	▼ Trim	3+
301	VFLO VictoryShares Free Cash…	0.1%	$51.20M	1.12M	+7.2%	▲ Add	3+
302	FIDELITY COVINGTON TRUST (chưa ánh xạ)	—	$50.21M	1.18M	—		—
303	TLH iShares 10-20 Year Treasury…	0.1%	$49.91M	497.36K	+58.7%	▲ Add	3+
304	JULW AIM ETF PRODUCTS TRUST	0.1%	$49.83M	1.22M	-4.0%	▼ Trim	3+
305	CGGE Capital Group Global Equity…	0.1%	$49.79M	1.41M	+15.2%	▲ Add	3+
306	JAVA JPMorgan Active Value ETF	0.1%	$49.31M	620.92K	-25.8%	▼ Trim	3+
307	MGV Vanguard Morningstar Mega…	0.1%	$49.23M	301.21K	+3.1%	▲ Add	3+
308	GSLC Goldman Sachs ActiveBeta…	0.1%	$48.99M	345.27K	-17.5%	▼ Trim	3+
309	IDEF iShares Defense Industrials…	0.1%	$48.67M	1.53M	+34.4%	▲ Add	2
310	C Citigroup Inc.	0.1%	$48.65M	347.61K	-0.9%	▼ Trim	3+
311	FDL First Trust Morningstar…	0.1%	$48.54M	997.44K	+9.0%	▲ Add	3+
312	IDMO Invesco S&P International…	0.1%	$48.51M	804.67K	+11.8%	▲ Add	3+
313	WM Waste Management, Inc.	0.1%	$48.45M	217.40K	-5.9%	▼ Trim	3+
314	FFSM Fidelity Fundamental…	0.1%	$48.27M	1.26M	+4.2%	▲ Add	3+
315	SHV iShares Trust iShares 0-1…	0.1%	$48.02M	435.18K	+4.7%	▲ Add	3+
316	FDLO Fidelity Low Volatility…	0.1%	$47.93M	701.38K	-1.6%	▼ Trim	3+
317	TBIL F/m US Treasury 3 Month…	0.1%	$47.44M	951.42K	+21.0%	▲ Add	3+
318	FTHI First Trust BuyWrite Income…	0.1%	$47.25M	1.98M	+4.5%	▲ Add	3+
319	EAGG iShares ESG Aware U.S.…	0.1%	$47.22M	995.96K	+11.2%	▲ Add	3+
320	WT WisdomTree, Inc.	0.4%	$47.01M	933.61K	-6.2%	▼ Trim	3+
321	HELO JPMorgan Hedged Equity…	0.1%	$46.95M	694.76K	-7.3%	▼ Trim	3+
322	VYMI Vanguard International High…	0.1%	$46.95M	478.11K	-14.0%	▼ Trim	3+
323	MDY State Street SPDR S&P…	0.1%	$46.91M	66.69K	-7.5%	▼ Trim	3+
324	OCTW AIM ETF PRODUCTS TRUST	0.1%	$46.64M	1.14M	-1.2%	▼ Trim	3+
325	IWV iShares Russell 3000 ETF	0.1%	$46.29M	108.57K	-1.4%	▼ Trim	3+
326	AIQ Global X - Artificial…	0.1%	$46.01M	701.34K	-2.7%	▼ Trim	3+
327	GD General Dynamics Corporation	0.1%	$45.51M	128.46K	-7.6%	▼ Trim	3+
328	MGC Vanguard Morningstar Mega…	0.1%	$45.33M	165.66K	-4.7%	▼ Trim	3+
329	JPEF J P MORGAN EXCHANGE TRADED F	0.1%	$45.24M	563.23K	+1.2%	▲ Add	3+
330	UNP Union Pacific Corporation	0.1%	$45.23M	166.27K	-8.1%	▼ Trim	3+
331	GOVT iShares U.S. Treasury Bond…	0.1%	$44.83M	1.97M	-3.8%	▼ Trim	3+
332	NUE Nucor Corporation	0.1%	$44.77M	201.00K	-10.9%	▼ Trim	3+
333	UBER Uber Technologies, Inc.	0.1%	$44.71M	619.62K	-3.4%	▼ Trim	3+
334	MMM 3M Company	0.1%	$43.80M	270.54K	-4.9%	▼ Trim	3+
335	CSX CSX Corporation	0.1%	$43.66M	918.60K	+0.3%	▲ Add	3+
336	MDT Medtronic plc	0.1%	$43.14M	551.42K	-20.3%	▼ Trim	3+
337	HYD VanEck High Yield Muni ETF	0.1%	$42.96M	834.08K	-3.6%	▼ Trim	3+
338	JHML JOHN HANCOCK EXCHANGE TRADED	0.1%	$42.77M	479.58K	+2.4%	▲ Add	3+
339	BALT INNOVATOR ETFS TRUST	0.1%	$42.38M	1.24M	+30.9%	▲ Add	3+
340	COHR Coherent, Inc.	0.1%	$42.36M	107.39K	+2.4%	▲ Add	3+
341	EEM iShares MSCI Emerging…	0.1%	$41.95M	613.20K	+1.3%	▲ Add	3+
342	PHYS Sprott Physical Gold Trust	0.1%	$41.77M	1.38M	-3.2%	▼ Trim	3+
343	SCHX Schwab U.S. Large-Cap ETF	0.1%	$41.64M	1.41M	-3.1%	▼ Trim	3+
344	TCHP T. Rowe Price Blue Chip…	0.1%	$41.04M	819.26K	+5.2%	▲ Add	3+
345	CMI Cummins Inc.	0.1%	$40.78M	57.17K	+2.7%	▲ Add	3+
346	SPCX Space Exploration…	0.1%	$40.69M	238.12K	Mới	New	1
347	AMLP Alerian MLP ETF	0.1%	$40.38M	778.83K	+4.2%	▲ Add	3+
348	CGNG Capital Group New Geography…	0.1%	$40.34M	1.08M	+29.6%	▲ Add	3+
349	SCHF Schwab International Equity…	0.1%	$40.24M	1.45M	+10.6%	▲ Add	3+
350	BLCR iShares Large Cap Core…	0.1%	$40.09M	795.87K	+33.0%	▲ Add	2
351	LQD iShares iBoxx $ Investment…	0.1%	$39.95M	366.29K	+18.4%	▲ Add	3+
352	PSEP INNOVATOR ETFS TRUST	0.1%	$39.95M	867.48K	-15.4%	▼ Trim	3+
353	IBDR iShares iBonds Dec 2026…	0.1%	$39.94M	1.65M	-2.1%	▼ Trim	3+
354	PH Parker-Hannifin Corporation	0.1%	$39.92M	40.81K	+3.3%	▲ Add	3+
355	FIDU FIDELITY COVINGTON TRUST	0.1%	$39.92M	400.73K	+3.0%	▲ Add	3+
356	VDC Vanguard Consumer Staples…	0.1%	$39.88M	176.86K	-6.9%	▼ Trim	3+
357	EPD Enterprise Products…	0.1%	$39.88M	1.08M	-0.3%	▼ Trim	3+
358	ROK Rockwell Automation, Inc.	0.1%	$39.82M	80.42K	-5.8%	▼ Trim	3+
359	LIN Linde plc	0.1%	$39.78M	76.65K	-4.3%	▼ Trim	3+
360	EMLP First Trust North American…	0.1%	$39.54M	908.94K	+4.3%	▲ Add	3+
361	ACYN FIRST TR EXCHANGE-TRADED FD	0.1%	$39.53M	1.90M	+530.2%	▲ Add	2
362	NIQ NIQ Global Intelligence Plc	0.0%	$39.13M	4.19M	+11044.1%	▲ Add	3+
363	ENB Enbridge Inc.	0.0%	$39.11M	721.41K	-2.3%	▼ Trim	3+
364	VIGI Vanguard International…	0.0%	$38.81M	415.57K	-7.1%	▼ Trim	3+
365	PJUN INNOVATOR ETFS TRUST	0.0%	$38.26M	885.10K	+60.5%	▲ Add	3+
366	AHR American Healthcare REIT…	0.0%	$38.17M	731.93K	-7.2%	▼ Trim	3+
367	COF Capital One Financial…	0.0%	$38.04M	189.59K	-4.9%	▼ Trim	3+
368	SHW The Sherwin-Williams Company	0.0%	$37.77M	109.69K	-2.7%	▼ Trim	3+
369	PUTNAM ETF TRUST (chưa ánh xạ)	—	$37.65M	4.13M	—		—
370	PNC The PNC Financial Services…	0.0%	$37.64M	152.89K	-5.9%	▼ Trim	3+
371	PPA Invesco Aerospace & Defense…	0.0%	$37.16M	210.37K	+3.3%	▲ Add	3+
372	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$37.06M	732.69K	-5.8%	▼ Trim	3+
373	IBDS iShares iBonds Dec 2027…	0.0%	$36.83M	1.52M	+2.5%	▲ Add	3+
374	HWM Howmet Aerospace Inc.	0.0%	$36.65M	136.32K	+1.3%	▲ Add	3+
375	USB U.S. Bancorp	0.0%	$36.62M	606.35K	-3.3%	▼ Trim	3+
376	ILCG iShares Morningstar Growth…	0.0%	$36.59M	312.67K	+0.5%	▲ Add	3+
377	VSS Vanguard FTSE All-World…	0.0%	$36.56M	236.99K	-6.6%	▼ Trim	3+
378	ITW Illinois Tool Works Inc.	0.0%	$36.50M	134.96K	-9.0%	▼ Trim	3+
379	IXN iShares Global Tech ETF	0.0%	$36.20M	250.57K	-2.4%	▼ Trim	3+
380	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$36.11M	660.95K	-4.7%	▼ Trim	3+
381	GLDM SPDR Gold MiniShares Trust	0.0%	$35.85M	451.42K	-1.7%	▼ Trim	3+
382	FNDX Schwab Fundamental U.S.…	0.0%	$35.83M	1.15M	-4.4%	▼ Trim	3+
383	ADP Automatic Data Processing…	0.0%	$35.83M	159.99K	-1.4%	▼ Trim	3+
384	CVS CVS Health Corp.	0.0%	$35.83M	346.31K	-12.9%	▼ Trim	3+
385	URI United Rentals, Inc.	0.0%	$35.80M	31.60K	-7.6%	▼ Trim	3+
386	SBUX Starbucks Corporation	0.0%	$35.74M	349.78K	-4.3%	▼ Trim	3+
387	SPTI State Street SPDR Portfolio…	0.0%	$35.67M	1.26M	+100.5%	▲ Add	3+
388	PFF iShares Preferred and…	0.0%	$35.53M	1.17M	+1.3%	▲ Add	3+
389	TMO Thermo Fisher Scientific…	0.0%	$35.52M	70.84K	-6.1%	▼ Trim	3+
390	PSX Phillips 66	0.0%	$35.47M	209.80K	-0.1%	▼ Trim	3+
391	VPU Vanguard Utilities ETF	0.0%	$35.06M	179.11K	-1.6%	▼ Trim	3+
392	NSC Norfolk Southern Corporation	0.0%	$35.05M	111.42K	-3.3%	▼ Trim	3+
393	NOW ServiceNow, Inc.	0.0%	$35.05M	353.03K	+3.2%	▲ Add	3+
394	FDX FedEx Corporation	0.0%	$34.78M	111.07K	-24.4% ✂	▼ Trim	3+
395	VLO Valero Energy Corporation	0.0%	$34.68M	133.15K	-6.5%	▼ Trim	3+
396	MCK McKesson Corporation	0.0%	$34.61M	45.81K	-3.1%	▼ Trim	3+
397	IGRO ISHARES TR	0.0%	$34.59M	393.33K	-1.8%	▼ Trim	3+
398	TGT Target Corporation	0.0%	$34.58M	264.80K	-5.4%	▼ Trim	3+
399	BOND PIMCO Active Bond…	0.0%	$34.58M	375.06K	-32.3%	▼ Trim	3+
400	FLDR FIDELITY MERRIMACK STR TR	0.0%	$34.54M	689.38K	-18.3%	▼ Trim	3+
401	PTLC Pacer Trendpilot US Large…	0.0%	$34.39M	590.35K	-10.3%	▼ Trim	3+
402	BILS State Street SPDR Bloomberg…	0.0%	$34.38M	345.93K	-2.2%	▼ Trim	3+
403	BNDX Vanguard Total…	0.0%	$34.31M	708.37K	-4.2%	▼ Trim	3+
404	SYK Stryker Corporation	0.0%	$34.28M	108.89K	-16.0%	▼ Trim	3+
405	FENY FIDELITY COVINGTON TRUST	0.0%	$34.22M	1.16M	-9.3%	▼ Trim	3+
406	ED Consolidated Edison, Inc.	0.0%	$34.04M	307.73K	-4.0%	▼ Trim	3+
407	IALT iShares Systematic…	0.0%	$33.96M	1.21M	+3806.2%	▲ Add	2
408	FIW FIRST TR EXCHANGE-TRADED FD	0.0%	$33.89M	309.46K	+5.3%	▲ Add	3+
409	CI Cigna Corporation	0.0%	$33.80M	122.60K	-1.1%	▼ Trim	3+
410	XCEM Columbia EM Core ex-China…	0.0%	$33.75M	638.32K	+41.7%	▲ Add	3+
411	WINN HARBOR ETF TRUST	0.0%	$33.73M	1.04M	-11.7%	▼ Trim	3+
412	DFAE Dimensional - Emerging Core…	0.0%	$33.73M	838.86K	+4.0%	▲ Add	3+
413	VUSB Vanguard Ultra-Short Bond…	0.0%	$33.54M	673.74K	+4.2%	▲ Add	3+
414	APRW AIM ETF PRODUCTS TRUST	0.0%	$33.40M	899.29K	+3.0%	▲ Add	3+
415	SWK Stanley Black & Decker, Inc.	0.0%	$33.38M	354.65K	+1.6%	▲ Add	3+
416	SHOP Shopify Inc.	0.0%	$33.36M	292.17K	-11.2%	▼ Trim	3+
417	VCRB Vanguard Core Bond ETF	0.0%	$33.32M	431.36K	+14.2%	▲ Add	3+
418	QGRO American Century U.S.…	0.0%	$33.29M	281.98K	+6.2%	▲ Add	3+
419	DFUV Dimensional - US Marketwide…	0.0%	$33.15M	602.67K	-3.6%	▼ Trim	3+
420	OKE ONEOK, Inc.	0.0%	$32.99M	379.50K	-46.5%	▼ Trim	3+
421	TDIV First Trust NASDAQ…	0.0%	$32.93M	286.65K	-25.3%	▼ Trim	3+
422	CEG Constellation Energy…	0.0%	$32.80M	132.06K	-8.3%	▼ Trim	3+
423	FDEM FIDELITY COVINGTON TRUST	0.0%	$32.69M	899.84K	-10.8%	▼ Trim	3+
424	NLR VanEck Uranium and Nuclear…	0.0%	$32.51M	280.28K	+14.0%	▲ Add	3+
425	DFNM DIMENSIONAL ETF TRUST	0.0%	$32.48M	672.03K	+2.9%	▲ Add	3+
426	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$32.35M	227.21K	-0.5%	▼ Trim	3+
427	DFAT Dimensional - US Targeted…	0.0%	$32.29M	461.95K	+2.3%	▲ Add	3+
428	KMB Kimberly-Clark Corporation	0.0%	$32.16M	292.98K	+17.4%	▲ Add	3+
429	AEP American Electric Power…	0.0%	$32.10M	234.61K	-0.9%	▼ Trim	3+
430	SPEM State Street SPDR Portfolio…	0.0%	$32.05M	619.01K	+17.1%	▲ Add	3+
431	HFXI NYLI FTSE International…	0.0%	$32.00M	840.09K	+1.6%	▲ Add	3+
432	SMLF iShares U.S. Small-Cap…	0.0%	$31.86M	357.41K	+9.9%	▲ Add	3+
433	ET Energy Transfer LP	0.0%	$31.82M	1.66M	-5.0%	▼ Trim	3+
434	BUFG FIRST TR EXCHNG TRADED FD VI	0.0%	$31.81M	1.08M	+3.4%	▲ Add	3+
435	CRM Salesforce, Inc.	0.0%	$31.77M	202.81K	-9.1%	▼ Trim	3+
436	GILD Gilead Sciences, Inc.	0.0%	$31.17M	246.69K	-4.5%	▼ Trim	3+
437	PJUL INNOVATOR ETFS TRUST	0.0%	$31.13M	637.86K	-8.9%	▼ Trim	3+
438	TIP iShares TIPS Bond ETF	0.0%	$31.12M	284.40K	+41.0%	▲ Add	3+
439	SHM State Street SPDR Nuveen…	0.0%	$31.10M	648.48K	+3.8%	▲ Add	3+
440	MPC Marathon Petroleum…	0.0%	$30.95M	121.05K	-5.3%	▼ Trim	3+
441	IJJ iShares S&P Mid-Cap 400…	0.0%	$30.94M	209.43K	-11.4%	▼ Trim	3+
442	NEM Newmont Corporation	0.0%	$30.91M	330.90K	-5.5%	▼ Trim	3+
443	IEI iShares 3-7 Year Treasury…	0.0%	$30.89M	263.03K	+0.7%	▲ Add	3+
444	MAR Marriott International, Inc.	0.0%	$30.84M	83.21K	-4.3%	▼ Trim	3+
445	FSCO FS CREDIT OPPORTUNITIES CORP	0.0%	$30.60M	6.13M	-0.6%	▼ Trim	3+
446	AXON Axon Enterprise, Inc.	0.0%	$30.50M	54.41K	-13.8%	▼ Trim	3+
447	FEX FIRST TR EXCHANGE-TRADED ALP	0.0%	$30.49M	218.00K	+2.0%	▲ Add	3+
448	FLOT iShares Floating Rate Bond…	0.0%	$30.48M	597.00K	+12.3%	▲ Add	3+
449	HGER Harbor Commodity…	0.0%	$30.48M	1.04M	+11.3%	▲ Add	3+
450	HON Honeywell International Inc.	0.0%	$30.36M	135.59K	-3.6% ✂	▼ Trim	3+
451	FHLC Fidelity MSCI Health Care…	0.0%	$30.30M	392.23K	-3.8%	▼ Trim	3+
452	BOTZ Global X - Robotics &…	0.0%	$30.28M	798.20K	-2.1%	▼ Trim	3+
453	TRV The Travelers Companies…	0.0%	$30.26M	91.68K	-2.8%	▼ Trim	3+
454	D Dominion Energy, Inc.	0.0%	$30.17M	441.81K	-10.4%	▼ Trim	3+
455	HONA Honeywell Aerospace Inc	0.0%	$30.13M	136.29K	Mới	New	1
456	APD Air Products and Chemicals…	0.0%	$30.04M	102.47K	-2.8%	▼ Trim	3+
457	SHY iShares 1-3 Year Treasury…	0.0%	$30.02M	365.57K	+18.1%	▲ Add	3+
458	BUFQ FIRST TR EXCHNG TRADED FD VI	0.0%	$29.91M	761.53K	+17.8%	▲ Add	3+
459	TFC Truist Financial Corporation	0.0%	$29.81M	598.37K	-3.7%	▼ Trim	3+
460	COP ConocoPhillips	0.0%	$29.81M	286.72K	-2.9%	▼ Trim	3+
461	LQTI FIRST TR EXCHANGE-TRADED FD	0.0%	$29.69M	1.54M	+10.4%	▲ Add	3+
462	HYMU BLACKROCK ETF TRUST II	0.0%	$29.67M	1.32M	+3.0%	▲ Add	3+
463	FLRG FIDELITY COVINGTON TRUST	0.0%	$29.66M	722.98K	-4.2%	▼ Trim	3+
464	CAH Cardinal Health, Inc.	0.0%	$29.63M	124.71K	+0.7%	▲ Add	3+
465	VLUE iShares MSCI USA Value…	0.0%	$29.43M	147.28K	-0.5%	▼ Trim	3+
466	FTC FIRST TR EXCHANGE-TRADED ALP	0.0%	$29.41M	151.78K	-3.6%	▼ Trim	3+
467	FNDF Schwab Fundamental…	0.0%	$29.38M	556.84K	-3.4%	▼ Trim	3+
468	NOC Northrop Grumman Corporation	0.0%	$29.35M	57.63K	-4.8%	▼ Trim	3+
469	JIVE JPMorgan International…	0.0%	$29.04M	315.80K	+31.3%	▲ Add	3+
470	BLK BlackRock, Inc.	0.0%	$28.89M	30.05K	-3.2%	▼ Trim	3+
471	XLY State Street Consumer…	0.0%	$28.89M	246.33K	-12.2%	▼ Trim	3+
472	FDN First Trust Dow Jones…	0.0%	$28.87M	109.06K	+1.4%	▲ Add	3+
473	TROW T. Rowe Price Group, Inc.	0.0%	$28.64M	251.93K	-1.9%	▼ Trim	3+
474	BLACKROCK ETF TRUST II (chưa ánh xạ)	—	$28.53M	572.96K	—		—
475	AVDV Avantis International Small…	0.0%	$28.50M	276.55K	+2.1%	▲ Add	3+
476	WT WisdomTree, Inc.	0.4%	$28.48M	503.82K	-6.2%	▼ Trim	3+
477	VIS Vanguard Industrials ETF	0.0%	$28.45M	78.96K	+1.4%	▲ Add	3+
478	TILT Northern Trust Morningstar…	0.0%	$28.45M	103.06K	-3.1%	▼ Trim	3+
479	MFS ACTIVE EXCHANGE TRADED F (chưa ánh xạ)	—	$28.37M	935.63K	—		—
480	JFLX J P MORGAN EXCHANGE TRADED F	0.0%	$28.37M	562.84K	+43.2%	▲ Add	3+
481	FNCL FIDELITY COVINGTON TRUST	0.0%	$28.34M	370.20K	-1.6%	▼ Trim	3+
482	IEF iShares 7-10 Year Treasury…	0.0%	$28.31M	299.40K	-26.7%	▼ Trim	3+
483	PDEC INNOVATOR ETFS TRUST	0.0%	$28.31M	616.84K	-6.8%	▼ Trim	3+
484	JMUB JPMorgan Municipal ETF	0.0%	$27.96M	551.89K	+13.8%	▲ Add	3+
485	AFL Aflac Incorporated	0.0%	$27.81M	237.21K	-3.7%	▼ Trim	3+
486	PTRB PGIM ETF TR	0.0%	$27.80M	670.45K	+42.8%	▲ Add	3+
487	SPYD State Street SPDR Portfolio…	0.0%	$27.75M	581.68K	+4.3%	▲ Add	3+
488	DUHP Dimensional - US High…	0.0%	$27.73M	664.49K	+1.5%	▲ Add	3+
489	CGCB Capital Group Core Bond ETF	0.0%	$27.45M	1.05M	-18.8%	▼ Trim	3+
490	ISRG Intuitive Surgical, Inc.	0.0%	$27.40M	68.91K	-1.6%	▼ Trim	3+
491	IBDU iShares iBonds Dec 2029…	0.0%	$27.39M	1.18M	+3.2%	▲ Add	3+
492	AIG American International…	0.0%	$27.19M	364.83K	+0.7%	▲ Add	3+
493	IBDT iShares iBonds Dec 2028…	0.0%	$27.10M	1.07M	+4.7%	▲ Add	3+
494	FXL First Trust Technology…	0.0%	$27.02M	124.40K	-1.4%	▼ Trim	3+
495	XT iShares Future Exponential…	0.0%	$27.00M	326.75K	-0.8%	▼ Trim	3+
496	FEGE RBB FUND TRUST	0.0%	$26.76M	547.04K	-2.8%	▼ Trim	3+
497	FEOE RBB FUND TRUST	0.0%	$26.70M	499.92K	+95.4%	▲ Add	3+
498	GARP ISHARES TR	0.0%	$26.61M	322.34K	+8.5%	▲ Add	3+
499	WMB The Williams Companies, Inc.	0.0%	$26.38M	354.81K	-5.4%	▼ Trim	3+
500	VTIP Vanguard Short-Term…	0.0%	$26.37M	525.00K	+18.7%	▲ 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
SPCX Space Exploration…	238.12K	—	Mới	$40.69M	0.1%
HONA Honeywell Aerospace Inc	136.29K	—	Mới	$30.13M	0.0%
GGOV iShares Global…	373.01K	—	Mới	$18.76M	0.0%
DRAM Roundhill Memory ETF	114.99K	—	Mới	$8.49M	0.0%
FDXF FedEx Freight Holding…	54.98K	—	Mới	$8.30M	0.0%
SECU	139.89K	—	Mới	$6.98M	0.0%
FLTW	44.02K	—	Mới	$4.65M	0.0%
CPAI	84.15K	—	Mới	$4.37M	0.0%
IGBH	157.88K	—	Mới	$3.88M	0.0%
FLSP	103.76K	—	Mới	$2.87M	0.0%
MFM	460.27K	—	Mới	$2.59M	0.0%
AIS	29.39K	—	Mới	$2.51M	0.0%
NASA	66.04K	—	Mới	$2.01M	0.0%
BRIF	53.70K	—	Mới	$2.00M	0.0%
FLUD	68.77K	—	Mới	$1.72M	0.0%
TRI Thomson Reuters…	19.71K	—	Mới	$1.61M	0.0%
FCEL FuelCell Energy, Inc.	44.43K	—	Mới	$1.60M	0.0%
HIDV	16.72K	—	Mới	$1.48M	0.0%
RAVI FlexShares Ultra-Short…	19.10K	—	Mới	$1.44M	0.0%
WAY Waystar Holding Corp.	69.58K	—	Mới	$1.43M	0.0%
VPG Vishay Precision Group…	9.25K	—	Mới	$1.39M	0.0%
KBDC	75.19K	—	Mới	$1.02M	0.0%
VELO	57.90K	—	Mới	$1.02M	0.0%
ECO	20.15K	—	Mới	$1.01M	0.0%
MXL MaxLinear, Inc.	6.78K	—	Mới	$867,532	0.0%
OPCH Option Care Health, Inc.	40.60K	—	Mới	$851,303	0.0%
EFOR Everforth, Inc.	44.10K	—	Mới	$788,080	0.0%
RVMD Revolution Medicines…	4.18K	—	Mới	$783,020	0.0%
LCII LCI Industries	6.61K	—	Mới	$700,160	0.0%
SARO StandardAero, Inc.	21.99K	—	Mới	$657,600	0.0%
GPRE Green Plains Inc.	40.94K	—	Mới	$629,580	0.0%
WSE Wise Group plc Class A…	52.25K	—	Mới	$622,350	0.0%
PHYL PGIM Active High Yield…	17.47K	—	Mới	$609,310	0.0%
ACMR ACM Research, Inc.	4.71K	—	Mới	$597,780	0.0%
VSH Vishay Intertechnology…	10.75K	—	Mới	$578,337	0.0%
ULCC Frontier Group…	72.04K	—	Mới	$569,800	0.0%
ASTH Astrana Health, Inc.	11.91K	—	Mới	$552,740	0.0%
MRCY Mercury Systems, Inc.	4.30K	—	Mới	$526,630	0.0%
SMPL The Simply Good Foods…	39.61K	—	Mới	$526,052	0.0%
GTEK	8.21K	—	Mới	$516,070	0.0%
CBRS Cerebras Systems Inc.	2.29K	—	Mới	$506,310	0.0%
EVSB	9.94K	—	Mới	$505,090	0.0%
INTA Intapp, Inc.	19.71K	—	Mới	$496,840	0.0%
BOW	16.33K	—	Mới	$488,850	0.0%
BRBR BellRing Brands, Inc.	37.48K	—	Mới	$484,990	0.0%
KEEL Keel Infrastructure…	80.76K	—	Mới	$463,554	0.0%
LBRDA Liberty Broadband…	13.82K	—	Mới	$459,621	0.0%
GFS GLOBALFOUNDRIES Inc.	5.49K	—	Mới	$452,674	0.0%
ICHR Ichor Holdings, Ltd.	3.89K	—	Mới	$436,990	0.0%
GRPN Groupon, Inc.	17.96K	—	Mới	$432,180	0.0%
FRI	13.36K	—	Mới	$423,585	0.0%
IWMI	7.69K	—	Mới	$411,430	0.0%
BB BlackBerry Limited	31.70K	—	Mới	$401,030	0.0%
VRRM Verra Mobility…	93.37K	—	Mới	$396,810	0.0%
LASR nLIGHT, Inc.	5.58K	—	Mới	$388,690	0.0%
UAN CVR Partners, LP	3.46K	—	Mới	$386,200	0.0%
BRHY	7.56K	—	Mới	$385,950	0.0%
HRZN	81.26K	—	Mới	$384,380	0.0%
RHI Robert Half Inc.	12.40K	—	Mới	$380,670	0.0%
UCTT Ultra Clean Holdings…	2.60K	—	Mới	$370,592	0.0%
MDA MDA Space Ltd	8.96K	—	Mới	$369,870	0.0%
BBNX Beta Bionics, Inc.	23.60K	—	Mới	$369,800	0.0%
SA Seabridge Gold Inc.	14.19K	—	Mới	$365,120	0.0%
FFUT	6.34K	—	Mới	$364,980	0.0%
TXG 10x Genomics, Inc.	9.31K	—	Mới	$356,870	0.0%
FLY Firefly Aerospace Inc.	11.22K	—	Mới	$330,020	0.0%
LQDA Liquidia Corporation	4.13K	—	Mới	$329,280	0.0%
CBC Central Bancompany	10.84K	—	Mới	$329,200	0.0%
AGIX	7.00K	—	Mới	$328,370	0.0%
LOB Live Oak Bancshares…	7.94K	—	Mới	$324,309	0.0%
VAC Marriott Vacations…	3.14K	—	Mới	$320,108	0.0%
AIP Arteris, Inc.	6.58K	—	Mới	$319,970	0.0%
GSID Goldman Sachs…	4.23K	—	Mới	$318,120	0.0%
MRX Marex Group Limited	5.20K	—	Mới	$316,620	0.0%
IDGT	2.49K	—	Mới	$298,030	0.0%
SATA Strive Inc. Perp. Pfd.…	27.31K	—	Mới	$297,970	0.0%
BHRB	4.13K	—	Mới	$296,740	0.0%
BLBD Blue Bird Corporation	3.75K	—	Mới	$296,100	0.0%
INSP Inspire Medical…	6.53K	—	Mới	$291,440	0.0%
BEAM Beam Therapeutics Inc.	8.42K	—	Mới	$288,970	0.0%
FTK	12.27K	—	Mới	$288,570	0.0%
CSTM Constellium SE	8.94K	—	Mới	$284,760	0.0%
INFQ Infleqtion Inc	21.33K	—	Mới	$284,080	0.0%
KRP	19.54K	—	Mới	$283,890	0.0%
BFAM Bright Horizons Family…	4.00K	—	Mới	$283,730	0.0%
QVMT	3.96K	—	Mới	$276,450	0.0%
BELFB Bel Fuse Inc.	826	—	Mới	$275,150	0.0%
SWMR	6.16K	—	Mới	$272,994	0.0%
REXR Rexford Industrial…	8.14K	—	Mới	$272,820	0.0%
IMSI	5.32K	—	Mới	$272,540	0.0%
KARD	11.36K	—	Mới	$270,820	0.0%
PPC Pilgrim's Pride…	9.63K	—	Mới	$270,710	0.0%
VECO Veeco Instruments Inc.	3.54K	—	Mới	$268,180	0.0%
INBX Inhibrx Biosciences Inc.	2.82K	—	Mới	$267,010	0.0%
WRBY Warby Parker Inc.	8.78K	—	Mới	$266,230	0.0%
SPUS	4.62K	—	Mới	$265,810	0.0%
MIAX Miami International…	7.13K	—	Mới	$264,880	0.0%
KSPI Joint Stock Company…	3.05K	—	Mới	$264,450	0.0%
LQDH	2.78K	—	Mới	$258,550	0.0%
GGUS	3.78K	—	Mới	$257,850	0.0%
ATEX Anterix Inc.	2.50K	—	Mới	$257,450	0.0%
RSI Rush Street…	8.65K	—	Mới	$257,220	0.0%
GTLB GitLab Inc.	8.33K	—	Mới	$254,250	0.0%
AGM Federal Agricultural…	1.28K	—	Mới	$254,200	0.0%
FPA	4.67K	—	Mới	$250,210	0.0%
NOVT Novanta Inc.	1.54K	—	Mới	$249,850	0.0%
ACHC Acadia Healthcare…	8.44K	—	Mới	$249,200	0.0%
XPH	3.75K	—	Mới	$248,680	0.0%
TTEQ	5.58K	—	Mới	$248,640	0.0%
AIR AAR Corp.	1.73K	—	Mới	$247,270	0.0%
ADUR	15.58K	—	Mới	$245,600	0.0%
TDC Teradata Corporation	7.03K	—	Mới	$243,720	0.0%
FPAG	6.03K	—	Mới	$241,910	0.0%
CIVB	8.49K	—	Mới	$239,650	0.0%
PSNY	12.76K	—	Mới	$239,560	0.0%
PCT PureCycle Technologies…	29.50K	—	Mới	$239,288	0.0%
ARMK Aramark	4.20K	—	Mới	$239,020	0.0%
UFPT UFP Technologies, Inc.	887	—	Mới	$235,174	0.0%
CMP Compass Minerals…	7.55K	—	Mới	$235,080	0.0%
TXUE	6.80K	—	Mới	$234,630	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
IVV iShares Core S&P 500 ETF	2.67M	2.64M	+1.0%	$2.00B	2.5%
CGDV Capital Group Dividend…	13.67M	13.47M	+1.5%	$673.55M	0.8%	●●○○○○
CGGR Capital Group Growth ETF	13.95M	13.55M	+2.9%	$658.38M	0.8%	●●○○○○
VTV Vanguard Morningstar…	2.72M	2.64M	+3.3%	$593.40M	0.7%
DGRO iShares Core Dividend…	7.24M	7.23M	+0.1%	$548.41M	0.7%
RDVY First Trust Rising…	5.67M	5.61M	+1.0%	$459.51M	0.6%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	1.42M	1.18M	+21.0%	$430.94M	0.5%	●●○○○○
IVW iShares S&P 500 Growth…	3.08M	3.04M	+1.6%	$424.25M	0.5%	●●○○○○
LLY Eli Lilly and Company	344.85K	303.30K	+13.7%	$413.62M	0.5%
PVAL Putnam Focused Large…	7.98M	6.66M	+19.7%	$406.42M	0.5%	●●○○○○
DFAC Dimensional - US Core…	8.37M	8.34M	+0.4%	$371.24M	0.5%	●●○○○○
DYNF iShares U.S. Equity…	4.91M	4.68M	+4.9%	$334.11M	0.4%	●●○○○○
IWS iShares Russell Mid-Cap…	1.87M	1.87M	+0.1%	$307.48M	0.4%
SCHD Schwab U.S. Dividend…	9.61M	9.44M	+1.7%	$304.64M	0.4%
SPDW State Street SPDR…	5.90M	5.73M	+3.0%	$297.06M	0.4%	●●○○○○
RSP Invesco S&P 500 Equal…	1.27M	1.21M	+5.4%	$270.77M	0.3%	●●○○○○
FENI Fidelity Enhanced…	6.71M	6.09M	+10.2%	$269.18M	0.3%	●●○○○○
VONG Vanguard Russell 1000…	2.05M	2.01M	+1.6%	$261.62M	0.3%	●●○○○○
FBND Fidelity Total Bond ETF	5.11M	4.89M	+4.7%	$232.63M	0.3%
TCAF T. Rowe Price Capital…	5.29M	5.28M	+0.2%	$217.48M	0.3%	●●○○○○
FLCG	6.24M	6.20M	+0.7%	$207.85M	0.3%
SPYG State Street SPDR…	1.74M	1.51M	+14.8%	$206.67M	0.3%
JEPQ JPMorgan Nasdaq Equity…	3.29M	3.12M	+5.4%	$202.24M	0.3%	●●○○○○
CGUS Capital Group Core…	4.45M	4.25M	+4.5%	$197.76M	0.2%	●●○○○○
FTEC Fidelity MSCI…	668.46K	667.38K	+0.2%	$190.90M	0.2%	●●○○○○
FELG Fidelity Enhanced Large…	4.17M	4.02M	+3.8%	$182.48M	0.2%
AVUS Avantis U.S. Equity ETF	1.41M	1.35M	+4.3%	$180.94M	0.2%	●●○○○○
FBCG Fidelity Blue Chip…	2.91M	2.90M	+0.3%	$180.77M	0.2%	●●○○○○
FDVV Fidelity High Dividend…	2.99M	2.97M	+0.6%	$180.11M	0.2%
FSMD Fidelity Small-Mid…	3.40M	3.30M	+2.9%	$179.53M	0.2%	●●○○○○
AGG iShares Core U.S.…	1.80M	1.78M	+1.0%	$178.21M	0.2%	●●○○○○
JGRO JPMorgan Active Growth…	1.72M	1.57M	+9.3%	$169.14M	0.2%	●●○○○○
VONV Vanguard Russell 1000…	1.58M	1.49M	+5.9%	$167.98M	0.2%	●●○○○○
DFAX Dimensional World ex…	4.45M	4.32M	+2.9%	$163.94M	0.2%	●●○○○○
SDVY First Trust SMID Cap…	3.65M	3.46M	+5.6%	$157.35M	0.2%
FELC Fidelity Enhanced Large…	3.73M	3.54M	+5.3%	$156.45M	0.2%	●●○○○○
FMDE Fidelity Enhanced Mid…	3.85M	3.17M	+21.4%	$156.19M	0.2%	●●○○○○
RECS Columbia Research…	3.61M	3.26M	+10.8%	$156.19M	0.2%
JIRE JPMorgan International…	1.89M	1.79M	+5.8%	$155.89M	0.2%	●●○○○○
SOXX iShares Semiconductor…	241.51K	230.81K	+4.6%	$154.75M	0.2%
IUSG iShares Core S&P U.S.…	809.82K	776.77K	+4.2%	$152.32M	0.2%
BAI iShares A.I. Innovation…	2.88M	2.78M	+3.8%	$151.93M	0.2%	●●○○○○
IXUS iShares Core MSCI Total…	1.57M	1.51M	+4.2%	$149.94M	0.2%	●●○○○○
IUSB iShares Core Universal…	3.21M	2.97M	+8.2%	$148.03M	0.2%
PRF Invesco RAFI US 1000 ETF	2.72M	2.54M	+7.2%	$146.81M	0.2%
GLW Corning Inc	571.60K	571.37K	0.0%	$146.00M	0.2%
IWM iShares Russell 2000 ETF	481.66K	476.48K	+1.1%	$144.72M	0.2%
VEU Vanguard FTSE All-World…	1.68M	1.62M	+3.9%	$140.81M	0.2%
BND Vanguard Total Bond…	1.84M	1.82M	+1.1%	$134.97M	0.2%	●●○○○○
CGBL Capital Group Core…	3.48M	3.24M	+7.5%	$132.24M	0.2%	●●○○○○
SPYV State Street SPDR…	2.17M	1.68M	+28.7%	$131.77M	0.2%	●●○○○○
JHMM John Hancock…	1.75M	1.74M	+0.4%	$131.09M	0.2%
SPYM State Street SPDR…	1.47M	1.36M	+7.8%	$128.92M	0.2%	●●○○○○
SMH VanEck Semiconductor ETF	189.91K	187.66K	+1.2%	$124.56M	0.2%
CCL Carnival Corporation &…	4.30M	4.15M	+3.6%	$122.86M	0.2%
FESM Fidelity Enhanced Small…	2.42M	2.24M	+7.8%	$116.83M	0.1%	●●○○○○
DIA State Street SPDR Dow…	214.38K	207.53K	+3.3%	$111.99M	0.1%
CGXU Capital Group…	3.20M	3.02M	+6.0%	$110.89M	0.1%	●●○○○○
MA Mastercard Incorporated	214.09K	198.52K	+7.8%	$109.96M	0.1%
CRWD CrowdStrike Holdings…	143.74K	141.36K	+1.7%	$109.70M	0.1%
DFAI Dimensional -…	2.63M	2.35M	+12.0%	$108.56M	0.1%	●●○○○○
XMHQ Invesco S&P MidCap…	948.08K	945.08K	+0.3%	$107.02M	0.1%
RWL Invesco S&P 500 Revenue…	832.55K	806.48K	+3.2%	$106.37M	0.1%	●●○○○○
FELV Fidelity Enhanced Large…	2.65M	2.00M	+32.3%	$106.35M	0.1%	●●○○○○
JPST JPMorgan Ultra-Short…	2.08M	1.81M	+14.7%	$105.20M	0.1%	●●○○○○
ORCL Oracle Corporation	708.53K	686.68K	+3.2%	$103.84M	0.1%	●●○○○○
CIBR First Trust Nasdaq…	1.15M	1.15M	+0.1%	$103.66M	0.1%
SPMO Invesco S&P 500…	631.93K	377.86K	+67.2%	$102.08M	0.1%
AIRR First Trust RBA…	756.26K	622.16K	+21.6%	$100.77M	0.1%	●●○○○○
CORO iShares International…	2.69M	2.36M	+14.1%	$98.60M	0.1%	●●○○○○
SPHQ Invesco S&P 500 Quality…	1.08M	1.07M	+1.1%	$97.45M	0.1%
GSIE Goldman Sachs…	2.11M	2.07M	+2.3%	$96.57M	0.1%	●●○○○○
CGDG Capital Group Dividend…	2.57M	2.33M	+10.2%	$96.36M	0.1%	●●○○○○
FFLG	2.77M	1.25M	+122.2%	$95.99M	0.1%
AVLV Avantis U.S. Large Cap…	1.05M	988.48K	+5.7%	$95.33M	0.1%	●●○○○○
FFLC	1.62M	1.45M	+11.5%	$95.32M	0.1%	●●○○○○
AXP American Express Company	281.38K	279.15K	+0.8%	$95.18M	0.1%
DFCF Dimensional - Core…	2.13M	1.80M	+18.3%	$89.79M	0.1%	●●○○○○
JAAA Janus Henderson AAA CLO…	1.77M	1.62M	+9.2%	$89.59M	0.1%	●●○○○○
VXUS Vanguard Total…	1.03M	991.43K	+4.2%	$88.36M	0.1%	●●○○○○
HDV iShares Core High…	3.18M	625.99K	+1.5% ✂	$87.11M	0.1%
ESGD iShares ESG Aware MSCI…	846.71K	819.89K	+3.3%	$87.05M	0.1%	●●○○○○
IJT iShares S&P Small-Cap…	486.72K	482.18K	+0.9%	$86.93M	0.1%	●●○○○○
SO The Southern Company	893.98K	890.58K	+0.4%	$83.67M	0.1%	●●○○○○
ITA iShares U.S. Aerospace…	343.70K	333.67K	+3.0%	$83.32M	0.1%
UNH UnitedHealth Group…	197.39K	192.10K	+2.8%	$82.04M	0.1%
XLI State Street Industrial…	442.81K	419.57K	+5.5%	$82.02M	0.1%
NULG Nuveen ESG Large-Cap…	695.63K	676.99K	+2.8%	$81.43M	0.1%
VOE Vanguard Morningstar…	409.75K	401.59K	+2.0%	$80.97M	0.1%
SGOV iShares 0-3 Month…	797.82K	782.88K	+1.9%	$80.32M	0.1%
PYLD PIMCO Multisector Bond…	2.95M	2.58M	+14.2%	$78.21M	0.1%
LMBS First Trust Low…	1.53M	1.46M	+5.1%	$76.35M	0.1%	●●○○○○
TLT iShares 20+ Year…	864.81K	849.39K	+1.8%	$74.74M	0.1%
BKDV BNY Mellon Dynamic…	2.23M	2.22M	+0.4%	$74.73M	0.1%
FTSM First Trust Enhanced…	1.25M	636.66K	+95.9%	$74.48M	0.1%
XLU State Street Utilities…	1.64M	1.60M	+2.1%	$74.20M	0.1%	●●○○○○
GDX VanEck Gold Miners ETF	869.04K	805.92K	+7.8%	$65.57M	0.1%
IUSV iShares Core S&P U.S.…	669.76K	658.58K	+1.7%	$73.77M	0.1%
BIL State Street SPDR…	786.32K	644.28K	+22.1%	$72.06M	0.1%
MBB iShares MBS ETF	745.52K	687.58K	+8.4%	$70.47M	0.1%	●●○○○○
VT Vanguard Total World…	448.79K	436.56K	+2.8%	$70.44M	0.1%
JCPB JPMorgan Core Plus Bond…	1.48M	1.37M	+8.4%	$69.63M	0.1%	●●○○○○
EMXC iShares MSCI Emerging…	674.30K	660.82K	+2.0%	$68.98M	0.1%	●●○○○○
IQLT iShares MSCI Intl…	1.39M	1.23M	+12.4%	$68.67M	0.1%	●●○○○○
CVIE	797.39K	790.05K	+0.9%	$67.79M	0.1%	●●○○○○
AVNM	822.60K	771.33K	+6.7%	$67.77M	0.1%	●●○○○○
ANET Arista Networks, Inc.	383.33K	373.18K	+2.7%	$65.12M	0.1%
DFAU Dimensional - US Core…	1.25M	1.21M	+3.9%	$64.85M	0.1%
VCSH Vanguard Short-Term…	818.15K	772.80K	+5.9%	$64.66M	0.1%
XMMO Invesco S&P MidCap…	368.06K	362.48K	+1.5%	$62.62M	0.1%	●●○○○○
EFG iShares MSCI EAFE…	494.60K	397.31K	+24.5%	$61.54M	0.1%
SFLR	1.59M	1.56M	+2.0%	$61.37M	0.1%
PWR Quanta Services, Inc.	84.97K	82.73K	+2.7%	$61.18M	0.1%	●●○○○○
RDVI FT Vest Rising Dividend…	2.08M	2.02M	+3.2%	$61.16M	0.1%	●●○○○○
PAAA PGIM AAA CLO ETF	1.19M	1.06M	+12.1%	$60.99M	0.1%	●●○○○○
DFIC Dimensional -…	1.64M	1.58M	+3.3%	$60.92M	0.1%	●●○○○○
NULV Nuveen ESG Large-Cap…	1.21M	1.12M	+7.5%	$60.43M	0.1%	●●○○○○
XLP State Street Consumer…	713.10K	673.65K	+5.9%	$59.24M	0.1%
IDEV iShares Core MSCI…	661.03K	638.54K	+3.5%	$58.84M	0.1%	●●○○○○
DFSD Dimensional - Short…	1.23M	1.18M	+3.9%	$58.70M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
AAPL Apple Inc.	8.53M	8.96M	-4.8%	$2.47B	3.1%	●●○○○○
NVDA NVIDIA Corporation	8.60M	9.08M	-5.3%	$1.72B	2.2%	●●○○○○
QQQ Invesco QQQ Trust…	1.66M	1.78M	-6.5%	$1.22B	1.5%	●●○○○○
VEA Vanguard FTSE Developed…	16.67M	16.77M	-0.6%	$1.19B	1.5%	●●○○○○
MSFT Microsoft Corporation	2.88M	3.02M	-4.8%	$1.07B	1.4%	●●○○○○
SPY State Street SPDR S&P…	1.49M	1.62M	-8.3%	$1.11B	1.4%	●●○○○○
AMZN Amazon.com, Inc.	4.12M	4.40M	-6.2%	$982.61M	1.2%	●●○○○○
VOO Vanguard S&P 500 ETF	1.32M	1.33M	-1.1%	$903.47M	1.1%	●●○○○○
IWF iShares Russell 1000…	6.71M	1.72M	-2.4% ✂	$833.74M	1.0%	●●○○○○
VUG Vanguard Morningstar…	9.15M	1.59M	-3.8% ✂	$787.91M	1.0%	●●○○○○
GOOGL Alphabet Inc.	2.05M	2.15M	-4.8%	$732.24M	0.9%	●●○○○○
VTI Vanguard Morningstar…	1.92M	1.97M	-2.5%	$710.59M	0.9%	●●○○○○
VIG Vanguard Dividend…	2.30M	2.37M	-3.0%	$544.83M	0.7%	●●○○○○
BRK-B Berkshire Hathaway Inc.	1.07M	1.11M	-3.3%	$535.46M	0.7%	●●○○○○
GOOG Alphabet Inc.	1.48M	1.57M	-5.8%	$524.09M	0.7%	●●○○○○
JPM JPMorgan Chase & Co.	1.34M	1.41M	-5.2%	$438.18M	0.6%	●●○○○○
IWD iShares Russell 1000…	1.60M	1.61M	-0.3%	$388.25M	0.5%	●●○○○○
IJR iShares Core S&P…	2.47M	2.70M	-8.3%	$366.98M	0.5%	●●○○○○
GLD SPDR Gold Shares	820.22K	851.52K	-3.7%	$302.15M	0.4%	●●○○○○
AVGO Broadcom Inc.	961.80K	984.77K	-2.3%	$363.32M	0.5%	●●○○○○
VYM Vanguard High Dividend…	2.27M	2.39M	-5.3%	$358.22M	0.5%
COST Costco Wholesale…	341.59K	356.88K	-4.3%	$319.55M	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	2.03M	2.09M	-2.8%	$277.36M	0.3%	●●○○○○
VWO Vanguard FTSE Emerging…	5.91M	6.09M	-3.0%	$352.70M	0.4%	●●○○○○
BUFR FT Vest Laddered Buffer…	9.48M	9.91M	-4.4%	$346.22M	0.4%	●●○○○○
IJH iShares Core S&P…	4.31M	4.86M	-11.2%	$332.59M	0.4%	●●○○○○
TSLA Tesla, Inc.	787.76K	834.63K	-5.6%	$331.33M	0.4%	●●○○○○
CAT Caterpillar Inc.	309.84K	329.84K	-6.1%	$329.95M	0.4%	●●○○○○
IWP iShares Russell Mid-Cap…	2.22M	2.25M	-1.6%	$324.78M	0.4%	●●○○○○
WT WisdomTree, Inc.	4.72M	5.03M	-6.2%	$323.60M	0.4%	●●○○○○
JNJ Johnson & Johnson	1.25M	1.28M	-2.1%	$317.30M	0.4%	●●○○○○
VO Vanguard Morningstar…	3.93M	1.01M	-2.3% ✂	$316.55M	0.4%	●●○○○○
MU Micron Technology, Inc.	271.85K	274.37K	-0.9%	$313.79M	0.4%
XLK State Street Technology…	1.61M	1.69M	-4.8%	$307.06M	0.4%	●●○○○○
META Meta Platforms, Inc.	512.96K	534.82K	-4.1%	$288.95M	0.4%	●●○○○○
MUB iShares National Muni…	2.81M	2.82M	-0.5%	$302.23M	0.4%	●●○○○○
VB Vanguard Morningstar…	950.66K	980.88K	-3.1%	$288.16M	0.4%	●●○○○○
IAU iShares Gold Trust	3.10M	3.21M	-3.2%	$234.43M	0.3%	●●○○○○
IEFA iShares Core MSCI EAFE…	2.85M	2.85M	-0.1%	$274.83M	0.3%	●●○○○○
AMD Advanced Micro Devices…	457.92K	531.18K	-13.8%	$266.01M	0.3%	●●○○○○
QUAL iShares MSCI USA…	1.01M	1.34M	-24.7%	$221.39M	0.3%	●●○○○○
WMT Walmart Inc.	1.99M	2.06M	-3.2%	$225.27M	0.3%	●●○○○○
JEPI JPMorgan Equity Premium…	3.91M	4.36M	-10.3%	$220.99M	0.3%
ABBV AbbVie Inc.	975.11K	1.00M	-2.6%	$245.38M	0.3%	●●○○○○
IWY iShares Russell Top 200…	828.07K	916.74K	-9.7%	$240.65M	0.3%
CGGO Capital Group Global…	5.51M	5.56M	-0.9%	$233.34M	0.3%
CVX Chevron Corporation	1.04M	1.10M	-5.0%	$172.74M	0.2%	●●○○○○
BSV Vanguard Short-Term…	2.78M	2.85M	-2.5%	$216.37M	0.3%	●●○○○○
IVE iShares S&P 500 Value…	976.62K	1.04M	-6.0%	$221.75M	0.3%	●●○○○○
PG The Procter & Gamble…	1.44M	1.49M	-3.8%	$210.65M	0.3%
ITOT iShares Core S&P Total…	1.29M	1.29M	-0.1%	$211.71M	0.3%
NEE NextEra Energy, Inc.	2.13M	2.19M	-2.8%	$186.91M	0.2%	●●○○○○
PLTR Palantir Technologies…	1.26M	1.38M	-8.9%	$146.47M	0.2%	●●○○○○
V Visa Inc.	585.99K	630.92K	-7.1%	$201.05M	0.3%	●●○○○○
IEMG iShares Core MSCI…	2.29M	2.62M	-12.5%	$189.79M	0.2%	●●○○○○
COWZ Pacer US Cash Cows 100…	2.87M	3.03M	-5.4%	$178.28M	0.2%	●●○○○○
AMAT Applied Materials, Inc.	260.00K	267.84K	-2.9%	$187.98M	0.2%	●●○○○○
HD The Home Depot, Inc.	527.32K	565.68K	-6.8%	$185.98M	0.2%	●●○○○○
VGT Vanguard Information…	1.53M	193.58K	-0.9% ✂	$183.38M	0.2%	●●○○○○
VZ Verizon Communications…	3.02M	3.54M	-14.7%	$127.77M	0.2%	●●○○○○
USMV iShares MSCI USA Min…	1.82M	1.91M	-4.7%	$175.24M	0.2%	●●○○○○
CSCO Cisco Systems, Inc.	1.45M	1.63M	-11.3%	$170.03M	0.2%	●●○○○○
IYW iShares U.S. Technology…	669.45K	669.76K	-0.1%	$168.86M	0.2%	●●○○○○
IWO iShares Russell 2000…	425.32K	432.48K	-1.7%	$167.56M	0.2%	●●○○○○
IWN iShares Russell 2000…	756.67K	793.55K	-4.7%	$167.38M	0.2%
RTX RTX Corporation	820.49K	827.90K	-0.9%	$155.67M	0.2%	●●○○○○
IBM International Business…	567.55K	602.13K	-5.7%	$159.60M	0.2%	●●○○○○
IGSB iShares 1-5 Year…	2.77M	2.98M	-7.0%	$145.11M	0.2%
TSM Taiwan Semiconductor…	325.50K	343.46K	-5.2%	$155.45M	0.2%	●●○○○○
GEV GE Vernova Inc.	126.93K	129.04K	-1.6%	$149.12M	0.2%	●●○○○○
MRK Merck & Co., Inc.	1.15M	1.22M	-6.0%	$147.74M	0.2%	●●○○○○
BAC Bank of America…	2.56M	2.62M	-2.3%	$146.02M	0.2%	●●○○○○
LRCX Lam Research Corporation	332.66K	389.02K	-14.5%	$144.15M	0.2%	●●○○○○
MCD McDonald's Corporation	446.54K	463.57K	-3.7%	$120.70M	0.2%	●●○○○○
NFLX Netflix, Inc.	1.34M	1.45M	-8.1%	$95.35M	0.1%	●●○○○○
GE GE Aerospace	371.95K	376.32K	-1.2%	$139.01M	0.2%	●●○○○○
PANW Palo Alto Networks, Inc.	393.52K	450.10K	-12.6%	$134.20M	0.2%	●●○○○○
VBR Vanguard Morningstar…	550.94K	563.13K	-2.2%	$133.87M	0.2%	●●○○○○
SDY State Street SPDR S&P…	873.66K	894.63K	-2.3%	$132.95M	0.2%	●●○○○○
FV First Trust Dorsey…	1.75M	1.85M	-5.5%	$132.51M	0.2%	●●○○○○
DFUS Dimensional U.S. Equity…	1.59M	1.65M	-3.7%	$130.43M	0.2%
MOAT VanEck Morningstar Wide…	1.13M	1.34M	-15.9%	$117.49M	0.1%	●●○○○○
ONEQ Fidelity Nasdaq…	1.24M	1.25M	-1.3%	$127.57M	0.2%	●●○○○○
INTC Intel Corp.	880.37K	961.37K	-8.4%	$122.93M	0.2%
SCHG Schwab U.S. Large-Cap…	3.63M	3.70M	-1.9%	$122.77M	0.2%	●●○○○○
VV Vanguard Morningstar…	344.33K	383.26K	-10.2%	$118.42M	0.1%	●●○○○○
LMT Lockheed Martin…	175.81K	192.66K	-8.8%	$89.57M	0.1%	●●○○○○
PULS PGIM Ultra Short Bond…	2.29M	2.31M	-0.8%	$113.54M	0.1%	●●○○○○
AMGN Amgen Inc.	309.48K	319.92K	-3.3%	$112.07M	0.1%	●●○○○○
AVUV Avantis U.S. Small Cap…	889.27K	952.25K	-6.6%	$110.95M	0.1%
SHYG iShares 0-5 Year High…	1.92M	2.61M	-26.5%	$81.26M	0.1%	●●○○○○
EFV iShares MSCI EAFE Value…	1.09M	1.48M	-26.4%	$83.20M	0.1%	●●○○○○
PEP PepsiCo, Inc.	671.46K	686.66K	-2.2%	$90.92M	0.1%	●●○○○○
IAGG iShares Core…	1.81M	2.13M	-14.9%	$91.76M	0.1%
XLE State Street Energy…	1.67M	1.74M	-4.1%	$88.44M	0.1%	●●○○○○
KO The Coca-Cola Company	1.27M	1.32M	-3.9%	$103.17M	0.1%	●●○○○○
MTUM iShares MSCI USA…	299.83K	341.25K	-12.1%	$102.79M	0.1%	●●○○○○
ASML ASML Holding N.V.	50.53K	51.94K	-2.7%	$100.53M	0.1%	●●○○○○
PFE Pfizer Inc.	3.28M	3.49M	-6.0%	$78.92M	0.1%	●●○○○○
EFA iShares MSCI EAFE ETF	927.18K	1.01M	-7.8%	$96.32M	0.1%	●●○○○○
ADI Analog Devices, Inc.	244.44K	252.98K	-3.4%	$97.08M	0.1%	●●○○○○
FVD First Trust Value Line…	1.88M	2.03M	-7.5%	$90.72M	0.1%	●●○○○○
BIV Vanguard…	1.21M	1.23M	-2.0%	$92.65M	0.1%
KLAC KLA Corporation	312.78K	32.22K	-2.9% ✂	$94.37M	0.1%	●●○○○○
CGMS Capital Group U.S.…	3.33M	3.46M	-3.5%	$91.13M	0.1%
MO Altria Group, Inc.	1.29M	1.32M	-2.1%	$92.97M	0.1%	●●○○○○
IWR iShares Russell Mid-Cap…	838.03K	863.95K	-3.0%	$92.45M	0.1%	●●○○○○
DE Deere & Company	144.59K	146.40K	-1.2%	$91.72M	0.1%	●●○○○○
AVEM Avantis Emerging…	937.78K	960.95K	-2.4%	$90.49M	0.1%
GS The Goldman Sachs…	89.30K	92.79K	-3.8%	$90.31M	0.1%	●●○○○○
T AT&T Inc.	2.94M	3.10M	-5.1%	$60.87M	0.1%	●●○○○○
ETN Eaton Corporation plc	210.38K	215.25K	-2.3%	$89.65M	0.1%	●●○○○○
DVY iShares Select Dividend…	573.40K	590.55K	-2.9%	$89.62M	0.1%	●●○○○○
MRVL Marvell Technology, Inc.	300.05K	339.98K	-11.7%	$89.38M	0.1%	●●○○○○
OEF iShares S&P 100 ETF	188.12K	275.76K	-31.8%	$68.83M	0.1%	●●○○○○
BINC iShares Flexible Income…	1.54M	1.66M	-7.1%	$80.75M	0.1%	●●○○○○
PM Philip Morris…	475.32K	477.63K	-0.5%	$85.99M	0.1%	●●○○○○
JBND JPMorgan Active Bond ETF	1.32M	1.58M	-16.1%	$70.79M	0.1%
VOT Vanguard Morningstar…	275.08K	276.85K	-0.6%	$84.26M	0.1%	●●○○○○
LOW Lowe's Companies, Inc.	332.70K	352.39K	-5.6%	$73.36M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CLSE	—	279.95K	Thoát	$7.88M	0.0%
CTRA Coterra Energy Inc.	—	125.32K	Thoát	$4.40M	0.0%
GVIP	—	23.88K	Thoát	$3.48M	0.0%
HOLX Hologic, Inc.	—	38.48K	Thoát	$2.91M	0.0%
GMF	—	10.40K	Thoát	$1.42M	0.0%
FBNC First Bancorp	—	23.48K	Thoát	$1.32M	0.0%
ALG Alamo Group Inc.	—	7.54K	Thoát	$1.24M	0.0%
PKST	—	57.75K	Thoát	$1.21M	0.0%
PEGA Pegasystems Inc.	—	23.32K	Thoát	$992,330	0.0%
FHB First Hawaiian, Inc.	—	38.91K	Thoát	$958,830	0.0%
MSBI Midland States Bancorp…	—	40.86K	Thoát	$911,580	0.0%
MCR	—	135.91K	Thoát	$823,634	0.0%
FUTU Futu Holdings Limited	—	5.95K	Thoát	$813,530	0.0%
ILOW Alliance Bernstein - AB…	—	18.90K	Thoát	$806,430	0.0%
FOX Fox Corporation	—	14.82K	Thoát	$786,790	0.0%
DRD	—	25.17K	Thoát	$739,330	0.0%
SEE Sealed Air Corporation	—	17.25K	Thoát	$725,540	0.0%
GPI Group 1 Automotive, Inc.	—	2.16K	Thoát	$713,090	0.0%
COLL Collegium…	—	20.82K	Thoát	$688,620	0.0%
AL Air Lease Corporation	—	10.06K	Thoát	$653,350	0.0%
TIGR UP Fintech Holding Ltd.…	—	96.73K	Thoát	$609,370	0.0%
KALU Kaiser Aluminum…	—	4.94K	Thoát	$595,840	0.0%
PSIX	—	9.40K	Thoát	$572,210	0.0%
GWRE Guidewire Software, Inc.	—	3.74K	Thoát	$559,500	0.0%
CFFN Capitol Federal…	—	75.24K	Thoát	$536,460	0.0%
VIR Vir Biotechnology, Inc.	—	56.18K	Thoát	$503,360	0.0%
AMRX Amneal Pharmaceuticals…	—	37.35K	Thoát	$464,250	0.0%
BKEM	—	5.20K	Thoát	$412,010	0.0%
TDTF	—	15.81K	Thoát	$381,120	0.0%
TDTT FlexShares iBoxx 3 Year…	—	13.80K	Thoát	$334,460	0.0%
SHAK Shake Shack Inc.	—	3.62K	Thoát	$320,620	0.0%
LC LendingClub Corporation	—	21.91K	Thoát	$313,770	0.0%
ELAN Elanco Animal Health…	—	13.06K	Thoát	$312,550	0.0%
FMS Fresenius Medical Care…	—	13.66K	Thoát	$308,190	0.0%
TEN Tsakos Energy…	—	7.57K	Thoát	$298,720	0.0%
PLAB Photronics, Inc.	—	7.29K	Thoát	$294,680	0.0%
HEQT	—	9.32K	Thoát	$293,490	0.0%
PUK Prudential plc	—	10.30K	Thoát	$292,710	0.0%
KBWP	—	2.44K	Thoát	$290,530	0.0%
PSP	—	5.01K	Thoát	$283,280	0.0%
BANC Banc of California, Inc.	—	16.04K	Thoát	$281,987	0.0%
HDGE	—	15.29K	Thoát	$274,430	0.0%
TW Tradeweb Markets Inc.	—	2.32K	Thoát	$273,070	0.0%
CARG CarGurus, Inc.	—	7.80K	Thoát	$265,500	0.0%
GFL GFL Environmental Inc.	—	6.27K	Thoát	$261,590	0.0%
VERA Vera Therapeutics, Inc.	—	6.26K	Thoát	$251,680	0.0%
G Genpact Limited	—	6.68K	Thoát	$248,990	0.0%
NBR Nabors Industries Ltd.	—	2.89K	Thoát	$248,374	0.0%
XXI	—	38.38K	Thoát	$245,610	0.0%
PEN Penumbra, Inc.	—	743	Thoát	$243,982	0.0%
MT ArcelorMittal S.A.	—	4.65K	Thoát	$241,720	0.0%
RDN Radian Group Inc.	—	7.13K	Thoát	$235,820	0.0%
PSK	—	7.64K	Thoát	$235,530	0.0%
STN Stantec Inc.	—	2.72K	Thoát	$235,271	0.0%
HURN Huron Consulting Group…	—	1.83K	Thoát	$233,180	0.0%
CVLT Commvault Systems, Inc.	—	2.95K	Thoát	$230,090	0.0%
SNDX Syndax Pharmaceuticals…	—	9.78K	Thoát	$228,340	0.0%
DAKT	—	11.66K	Thoát	$227,980	0.0%
EXLS ExlService Holdings…	—	7.48K	Thoát	$227,860	0.0%
SNPE Xtrackers S&P 500…	—	3.80K	Thoát	$226,470	0.0%
AGQ ProShares - Ultra Silver	—	1.87K	Thoát	$223,010	0.0%
FCN FTI Consulting, Inc.	—	1.26K	Thoát	$222,200	0.0%
GAP The Gap, Inc.	—	9.12K	Thoát	$220,620	0.0%
XP XP Inc.	—	11.51K	Thoát	$219,210	0.0%
GOOS Canada Goose Holdings…	—	19.70K	Thoát	$216,110	0.0%
ENSG The Ensign Group, Inc.	—	1.07K	Thoát	$215,060	0.0%
GPRK	—	22.60K	Thoát	$214,700	0.0%
PRAX Praxis Precision…	—	660	Thoát	$212,650	0.0%
MTDR Matador Resources…	—	3.36K	Thoát	$212,408	0.0%
RGR Sturm, Ruger & Company…	—	5.28K	Thoát	$211,658	0.0%
ASA	—	3.41K	Thoát	$211,290	0.0%
OBTC	—	9.68K	Thoát	$211,190	0.0%
BRX Brixmor Property Group…	—	7.33K	Thoát	$210,960	0.0%
KALV	—	10.47K	Thoát	$210,840	0.0%
VAL Valaris Limited	—	2.14K	Thoát	$210,100	0.0%
CET	—	4.22K	Thoát	$209,580	0.0%
HYBB	—	4.51K	Thoát	$209,580	0.0%
SAM The Boston Beer…	—	909	Thoát	$209,430	0.0%
RTO Rentokil Initial plc	—	6.62K	Thoát	$208,467	0.0%
RDY Dr. Reddy's…	—	14.90K	Thoát	$206,340	0.0%
AMH American Homes 4 Rent	—	7.26K	Thoát	$202,750	0.0%
WOOD	—	2.85K	Thoát	$201,900	0.0%
CASH Pathward Financial, Inc.	—	2.26K	Thoát	$201,500	0.0%
SQQQ ProShares - UltraPro…	—	2.50K	Thoát	$201,000	0.0%
IVOL	—	10.51K	Thoát	$196,710	0.0%
KIO	—	17.63K	Thoát	$193,922	0.0%
BTAL	—	13.55K	Thoát	$189,110	0.0%
SABS	—	46.45K	Thoát	$177,920	0.0%
NBXG	—	13.80K	Thoát	$177,658	0.0%
FINV FinVolution Group	—	37.08K	Thoát	$177,600	0.0%
BCHHF	—	90.00K	Thoát	$175,490	0.0%
TRX	—	114.46K	Thoát	$171,700	0.0%
FFWM	—	28.65K	Thoát	$169,050	0.0%
GILT	—	11.02K	Thoát	$165,550	0.0%
TU Telus Corp	—	11.97K	Thoát	$153,590	0.0%
DLY	—	10.96K	Thoát	$152,520	0.0%
KOS Kosmos Energy Ltd.	—	54.48K	Thoát	$151,450	0.0%
LNKB	—	17.55K	Thoát	$146,360	0.0%
DOLE Dole plc	—	10.11K	Thoát	$144,490	0.0%
GRFS Grifols, S.A.	—	17.27K	Thoát	$138,500	0.0%
FINS	—	10.34K	Thoát	$131,880	0.0%
SG Sweetgreen, Inc.	—	23.46K	Thoát	$121,760	0.0%
EOD	—	20.28K	Thoát	$118,240	0.0%
LTBR	—	10.97K	Thoát	$116,910	0.0%
ASLE	—	16.58K	Thoát	$103,150	0.0%
ERC	—	11.03K	Thoát	$99,390	0.0%
MMLP	—	35.78K	Thoát	$98,740	0.0%
OTLK	—	470.00K	Thoát	$96,730	0.0%
AIRO	—	10.22K	Thoát	$77,760	0.0%
FPH	—	15.29K	Thoát	$73,990	0.0%
VYX NCR Voyix Corporation	—	11.01K	Thoát	$69,710	0.0%
BTQ	—	24.21K	Thoát	$64,640	0.0%
NXDT	—	13.70K	Thoát	$64,000	0.0%
BMBL Bumble Inc.	—	17.63K	Thoát	$57,460	0.0%
SATL Satellogic Inc.	—	10.46K	Thoát	$56,890	0.0%
TPVG	—	11.13K	Thoát	$55,520	0.0%
MAPS	—	79.57K	Thoát	$52,390	0.0%
GTN Gray Media, Inc.	—	11.01K	Thoát	$47,790	0.0%
ASPI ASP Isotopes Inc.…	—	10.67K	Thoát	$47,160	0.0%
LSF	—	20.73K	Thoát	$44,580	0.0%

Tuổi vị thế

2030–1 quý

35612–4 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
Osaic Holdings, Inc.	3707	58.7%	0.9109	So sánh ⇄
Cetera Investment Advisers	3310	71.1%	0.8683	So sánh ⇄
Mariner, LLC	2444	52.3%	0.8434	So sánh ⇄
Mml Investors Services, Llc	2611	63.0%	0.8371	So sánh ⇄
LPL Financial LLC	3585	68.0%	0.8294	So sánh ⇄
HighTower Advisors, LLC	2823	63.8%	0.8148	So sánh ⇄
Rockefeller Capital Management L.P.	3080	59.6%	0.7898	So sánh ⇄
Wells Fargo & Company/Mn	3474	56.6%	0.7777	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

Jul 29 2026 13F-HR · kỳ Q2 2026

$79.52B · 4,415 vị thế · Xem hồ sơ SEC gốc ↗

Apr 27 2026 13F-HR · kỳ Q1 2026

$71.59B · 4,299 vị thế · Xem hồ sơ SEC gốc ↗

Feb 12 2026 13F-HR · kỳ Q4 2025

$75.01B · 4,271 vị thế · Xem hồ sơ SEC gốc ↗

Oct 22 2025 13F-HR · kỳ Q3 2025

$77.20M · 4,234 vị thế · Xem hồ sơ SEC gốc ↗

Aug 06 2025 13F-HR · kỳ Q2 2025

$75.71M · 4,248 vị thế · 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 Jul 29, 2026 · Phương pháp tính thay đổi

☆ Commonwealth Equity Services, Llc

Commonwealth Equity Services, Llc