Hồ sơ lưu nhà quản lý

Corient Private Wealth LP

Miami, FL · CIK 1948780 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$77.49BGiá trị 13F được báo cáo

3,198Vị thế

27.4%Tỷ trọng top 10

93.20Danh mục nắm giữ hiệu lực

7.4%Doanh thu ước tính

+326Mới

−171Thoát 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 44.1% (-1.5pp)

Công nghệ 19.9% (+2.1pp)

Công nghiệp 7.3% (+1.0pp)

Chăm sóc sức khỏe 7.1% (-0.2pp)

Hàng tiêu dùng chu kỳ 6.4% (-0.1pp)

Dịch vụ Truyền thông 5.7% (-0.1pp)

Hàng tiêu dùng thiết yếu 3.4% (-0.4pp)

Năng lượng 2.3% (-0.6pp)

Vật liệu Cơ bản 1.9% (-0.3pp)

Tiện ích 1.0% (+0.0pp)

Bất động sản 0.9% (+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	IVV iShares Core S&P 500 ETF	4.6%	$3.53B	4.72M	+3.5%	▲ Add	3+
2	AAPL Apple Inc.	3.8%	$2.90B	10.07M	-3.2%	▼ Trim	3+
3	VEA Vanguard FTSE Developed…	3.4%	$2.64B	37.00M	+11.0%	▲ Add	3+
4	MSFT Microsoft Corporation	2.6%	$2.04B	5.47M	-3.4%	▼ Trim	3+
5	NVDA NVIDIA Corporation	2.6%	$2.02B	10.20M	-6.9%	▼ Trim	3+
6	VOO Vanguard S&P 500 ETF	2.6%	$1.99B	2.89M	-3.1%	▼ Trim	3+
7	GOOG Alphabet Inc.	2.2%	$1.69B	4.77M	+9.5%	▲ Add	3+
8	AMZN Amazon.com, Inc.	2.0%	$1.53B	6.41M	0.0%	▼ Trim	3+
9	GOOGL Alphabet Inc.	1.9%	$1.48B	4.13M	-13.6%	▼ Trim	3+
10	AVGO Broadcom Inc.	1.7%	$1.31B	3.47M	-4.7%	▼ Trim	3+
11	SPY State Street SPDR S&P 500…	1.4%	$1.09B	1.46M	-5.3%	▼ Trim	3+
12	JPM JPMorgan Chase & Co.	1.4%	$1.06B	3.23M	+2.3%	▲ Add	3+
13	BRK-B Berkshire Hathaway Inc.	1.1%	$883.34M	1.77M	+0.7%	▲ Add	3+
14	LLY Eli Lilly and Company	1.0%	$762.93M	636.06K	-2.8%	▼ Trim	3+
15	COST Costco Wholesale Corporation	0.9%	$726.26M	776.35K	+2.3%	▲ Add	3+
16	VTI Vanguard Morningstar Total…	0.9%	$708.03M	1.91M	-1.6%	▼ Trim	3+
17	JNJ Johnson & Johnson	0.9%	$669.06M	2.63M	-1.2%	▼ Trim	3+
18	VUG Vanguard Morningstar Growth…	0.8%	$620.10M	7.20M	-15.3% ✂	▼ Trim	3+
19	V Visa Inc.	0.7%	$575.24M	1.68M	+0.2%	▲ Add	3+
20	CAT Caterpillar Inc.	0.7%	$563.47M	529.14K	-2.5%	▼ Trim	3+
21	META Meta Platforms, Inc.	0.7%	$558.76M	992.08K	-7.2%	▼ Trim	3+
22	SCHF Schwab International Equity…	0.7%	$549.80M	19.85M	+3.7%	▲ Add	3+
23	ABBV AbbVie Inc.	0.7%	$539.22M	2.14M	-2.6%	▼ Trim	3+
24	VWO Vanguard FTSE Emerging…	0.7%	$525.87M	8.81M	+3.3%	▲ Add	3+
25	IJH iShares Core S&P Mid-Cap ETF	0.6%	$474.44M	6.15M	+25.1%	▲ Add	3+
26	LRCX Lam Research Corporation	0.6%	$458.34M	1.06M	-4.3%	▼ Trim	3+
27	ASML ASML Holding N.V.	0.6%	$436.11M	219.22K	+9.0%	▲ Add	3+
28	BND Vanguard Total Bond Market…	0.6%	$431.77M	5.88M	+12.4%	▲ Add	3+
29	XONA.DE Exxon Mobil Corporation	0.5%	$418.89M	3.06M	-5.3%	▼ Trim	3+
30	QQQ Invesco QQQ Trust, Series 1	0.5%	$417.80M	569.40K	+535.2%	▲ Add	3+
31	CVX Chevron Corporation	0.5%	$393.79M	2.38M	+0.7%	▲ Add	3+
32	HD The Home Depot, Inc.	0.5%	$384.25M	1.09M	-2.4%	▼ Trim	3+
33	TSLA Tesla, Inc.	0.5%	$380.66M	905.98K	+5.4%	▲ Add	3+
34	TXN Texas Instruments…	0.5%	$380.37M	1.28M	+5.6%	▲ Add	3+
35	PANW Palo Alto Networks, Inc.	0.5%	$378.91M	1.11M	+38.1%	▲ Add	3+
36	DE Deere & Company	0.5%	$375.90M	592.58K	-8.4%	▼ Trim	3+
37	TMO Thermo Fisher Scientific…	0.5%	$367.04M	732.05K	-12.0%	▼ Trim	3+
38	TJX The TJX Companies, Inc.	0.5%	$360.91M	2.38M	+10.4%	▲ Add	3+
39	IJR iShares Core S&P Small-Cap…	0.5%	$358.90M	2.42M	+14.7%	▲ Add	3+
40	VIG Vanguard Dividend…	0.5%	$355.12M	1.50M	-2.3%	▼ Trim	3+
41	MA Mastercard Incorporated	0.5%	$350.11M	681.67K	+0.2%	▲ Add	3+
42	AMD Advanced Micro Devices, Inc.	0.5%	$349.86M	602.31K	-4.8%	▼ Trim	3+
43	MS Morgan Stanley	0.4%	$339.78M	1.64M	-2.8%	▼ Trim	3+
44	PG The Procter & Gamble Company	0.4%	$335.16M	2.29M	-8.2%	▼ Trim	3+
45	LIN Linde plc	0.4%	$333.56M	642.78K	-7.8%	▼ Trim	3+
46	MU Micron Technology, Inc.	0.4%	$331.80M	287.47K	-9.1%	▼ Trim	3+
47	IEFA iShares Core MSCI EAFE ETF	0.4%	$328.34M	3.40M	+1.6%	▲ Add	3+
48	SYK Stryker Corporation	0.4%	$322.32M	1.02M	-6.8%	▼ Trim	3+
49	MRK Merck & Co., Inc.	0.4%	$322.10M	2.51M	+3.3%	▲ Add	3+
50	CSCO Cisco Systems, Inc.	0.4%	$311.22M	2.65M	+2.9%	▲ Add	3+
51	PEP PepsiCo, Inc.	0.4%	$295.55M	2.18M	-8.8%	▼ Trim	3+
52	VGIT Vanguard Intermediate-Term…	0.4%	$292.72M	4.95M	+17.9%	▲ Add	3+
53	RTX RTX Corporation	0.4%	$288.75M	1.52M	+2914.5%	▲ Add	3+
54	SBUX Starbucks Corporation	0.4%	$288.28M	2.82M	-6.4%	▼ Trim	3+
55	BSV Vanguard Short-Term Bond ETF	0.4%	$285.65M	3.67M	+1.4%	▲ Add	3+
56	AXP American Express Company	0.3%	$249.10M	736.42K	-8.5%	▼ Trim	3+
57	XLK State Street Technology…	0.3%	$242.19M	1.27M	-12.8%	▼ Trim	3+
58	GE GE Aerospace	0.3%	$240.82M	644.37K	-6.7%	▼ Trim	3+
59	ECL Ecolab Inc.	0.3%	$238.82M	857.17K	-9.4%	▼ Trim	3+
60	UNH UnitedHealth Group…	0.3%	$235.76M	567.22K	+3.7%	▲ Add	3+
61	AMAT Applied Materials, Inc.	0.3%	$233.95M	323.67K	+0.9%	▲ Add	3+
62	VTEB Vanguard Tax-Exempt Bond ETF	0.3%	$231.31M	4.57M	+2.0%	▲ Add	3+
63	CB Chubb Limited	0.3%	$228.55M	670.75K	-2.1%	▼ Trim	3+
64	NEE NextEra Energy, Inc.	0.3%	$228.43M	2.60M	+36.0%	▲ Add	3+
65	NFLX Netflix, Inc.	0.3%	$220.72M	3.09M	+14.5%	▲ Add	3+
66	WMT Walmart Inc.	0.3%	$213.07M	1.88M	-7.0%	▼ Trim	3+
67	CMI Cummins Inc.	0.3%	$210.59M	295.27K	-1.4%	▼ Trim	3+
68	DFUV Dimensional - US Marketwide…	0.3%	$209.13M	3.80M	-61.0%	▼ Trim	3+
69	MCD McDonald's Corporation	0.3%	$208.67M	771.96K	-10.0%	▼ Trim	3+
70	KO The Coca-Cola Company	0.3%	$207.22M	2.55M	-12.2%	▼ Trim	3+
71	AVDE Avantis International…	0.3%	$202.94M	2.28M	-54.5%	▼ Trim	3+
72	DFIV Dimensional - International…	0.2%	$190.49M	3.53M	-35.2%	▼ Trim	3+
73	VCIT Vanguard Intermediate-Term…	0.2%	$190.14M	2.30M	+15.8%	▲ Add	3+
74	SCHX Schwab U.S. Large-Cap ETF	0.2%	$190.01M	6.46M	-4.0%	▼ Trim	3+
75	AMGN Amgen Inc.	0.2%	$186.66M	515.47K	-6.3%	▼ Trim	3+
76	ORCL Oracle Corporation	0.2%	$185.51M	1.27M	+6.1%	▲ Add	3+
77	ETN Eaton Corporation plc	0.2%	$184.80M	433.69K	+5.7%	▲ Add	3+
78	VXUS Vanguard Total…	0.2%	$181.92M	2.13M	-0.8%	▼ Trim	3+
79	ADI Analog Devices, Inc.	0.2%	$180.44M	454.33K	+36.9%	▲ Add	3+
80	VCSH Vanguard Short-Term…	0.2%	$178.93M	2.26M	+4.3%	▲ Add	3+
81	INTC Intel Corp.	0.2%	$178.71M	1.28M	+12.8%	▲ Add	3+
82	VTV Vanguard Morningstar Value…	0.2%	$176.00M	807.62K	-17.0%	▼ Trim	3+
83	DFAC Dimensional - US Core…	0.2%	$175.63M	3.96M	-5.9%	▼ Trim	3+
84	ABT Abbott Laboratories	0.2%	$170.39M	1.88M	+12.8%	▲ Add	3+
85	EFA iShares MSCI EAFE ETF	0.2%	$170.37M	1.64M	-19.1%	▼ Trim	3+
86	PH Parker-Hannifin Corporation	0.2%	$169.40M	173.19K	-17.2%	▼ Trim	3+
87	PCAR PACCAR Inc	0.2%	$167.57M	1.40M	-0.8%	▼ Trim	3+
88	CASY Casey's General Stores, Inc.	0.2%	$164.38M	206.82K	+4.7%	▲ Add	3+
89	DBEF Xtrackers MSCI EAFE Hedged…	0.2%	$161.16M	2.95M	-20.1%	▼ Trim	3+
90	TSM Taiwan Semiconductor…	0.2%	$160.92M	337.32K	-4.0%	▼ Trim	3+
91	GS The Goldman Sachs Group…	0.2%	$160.77M	158.96K	-5.8%	▼ Trim	3+
92	PWR Quanta Services, Inc.	0.2%	$159.56M	221.64K	+777.0%	▲ Add	3+
93	MDY State Street SPDR S&P…	0.2%	$159.45M	226.71K	-1.4%	▼ Trim	3+
94	MRVL Marvell Technology, Inc.	0.2%	$158.38M	531.76K	+796.8%	▲ Add	3+
95	VO Vanguard Morningstar…	0.2%	$155.34M	1.93M	-2.6% ✂	▼ Trim	3+
96	BAC Bank of America Corporation	0.2%	$153.73M	2.70M	+0.3%	▲ Add	3+
97	IEMG iShares Core MSCI Emerging…	0.2%	$153.52M	1.85M	-7.5%	▼ Trim	3+
98	IWM iShares Russell 2000 ETF	0.2%	$153.12M	509.64K	+2.4%	▲ Add	3+
99	VGSH Vanguard Short-Term…	0.2%	$149.64M	2.57M	+5.5%	▲ Add	3+
100	VBK Vanguard Morningstar…	0.2%	$149.59M	409.06K	-60.3%	▼ Trim	3+
101	JMBS Janus Henderson…	0.2%	$148.13M	3.29M	+56.2%	▲ Add	3+
102	IBM International Business…	0.2%	$145.60M	517.80K	+2.7%	▲ Add	3+
103	APH Amphenol Corporation	0.2%	$142.25M	806.80K	+52.6%	▲ Add	3+
104	ITW Illinois Tool Works Inc.	0.2%	$141.54M	523.29K	+112.6%	▲ Add	3+
105	AVUS Avantis U.S. Equity ETF	0.2%	$141.43M	1.10M	-17.5%	▼ Trim	3+
106	SPGI S&P Global Inc.	0.2%	$138.55M	340.19K	-19.0%	▼ Trim	3+
107	IQLT iShares MSCI Intl Quality…	0.2%	$138.42M	2.79M	+8.1%	▲ Add	3+
108	UNP Union Pacific Corporation	0.2%	$138.05M	507.52K	+9.8%	▲ Add	3+
109	ISRG Intuitive Surgical, Inc.	0.2%	$135.94M	341.83K	+1.5%	▲ Add	3+
110	GLD SPDR Gold Shares	0.2%	$135.33M	367.35K	-0.7%	▼ Trim	3+
111	WFC Wells Fargo & Company	0.2%	$134.53M	1.63M	+5.0%	▲ Add	3+
112	WINN HARBOR ETF TRUST	0.2%	$134.48M	4.14M	-10.7%	▼ Trim	3+
113	DHR Danaher Corporation	0.2%	$134.47M	705.98K	-15.1%	▼ Trim	3+
114	VEU Vanguard FTSE All-World…	0.2%	$133.39M	1.59M	+1.9%	▲ Add	3+
115	DFLV Dimensional - US Large Cap…	0.2%	$131.38M	3.32M	-50.9%	▼ Trim	3+
116	BRK-A Berkshire Hathaway Inc.	0.2%	$131.05M	175	-20.1%	▼ Trim	3+
117	EMR Emerson Electric Co.	0.2%	$129.82M	906.86K	+5.2%	▲ Add	3+
118	RS Reliance Steel & Aluminum…	0.2%	$129.80M	347.43K	-0.2%	▼ Trim	3+
119	JBHT J.B. Hunt Transport…	0.2%	$128.25M	443.10K	+5.5%	▲ Add	3+
120	DFAI Dimensional - International…	0.2%	$126.83M	3.07M	-4.5%	▼ Trim	3+
121	DFAT Dimensional - US Targeted…	0.2%	$126.12M	1.80M	-31.8%	▼ Trim	3+
122	DFSV Dimensional - US Small Cap…	0.2%	$125.85M	3.24M	-55.8%	▼ Trim	3+
123	HLT Hilton Worldwide Holdings…	0.2%	$125.39M	379.45K	-37.6%	▼ Trim	3+
124	VB Vanguard Morningstar…	0.2%	$125.36M	413.77K	-24.5%	▼ Trim	3+
125	PSX Phillips 66	0.2%	$122.77M	726.25K	+2.8%	▲ Add	3+
126	MTUM iShares MSCI USA Momentum…	0.2%	$118.78M	346.53K	-64.4%	▼ Trim	3+
127	KLAC KLA Corporation	0.2%	$118.27M	393.67K	-4.0% ✂	▼ Trim	3+
128	DUHP Dimensional - US High…	0.2%	$118.24M	2.83M	-24.6%	▼ Trim	3+
129	QCOM QUALCOMM Incorporated	0.2%	$117.37M	635.13K	-1.0%	▼ Trim	3+
130	NOW ServiceNow, Inc.	0.2%	$117.01M	1.18M	-5.6%	▼ Trim	3+
131	DGRO iShares Core Dividend…	0.2%	$116.16M	1.53M	-5.8%	▼ Trim	3+
132	AGG iShares Core U.S. Aggregate…	0.1%	$114.27M	1.15M	-18.5%	▼ Trim	3+
133	ACIO ETF SER SOLUTIONS	0.1%	$113.85M	2.47M	-12.0%	▼ Trim	3+
134	AVDV Avantis International Small…	0.1%	$113.13M	1.10M	-17.5%	▼ Trim	3+
135	DIS The Walt Disney Company	0.1%	$113.06M	1.17M	-3.7%	▼ Trim	3+
136	VGT Vanguard Information…	0.1%	$113.00M	945.49K	+3.4% ✂	▲ Add	3+
137	IWF iShares Russell 1000 Growth…	0.1%	$112.61M	906.88K	-66.5% ✂	▼ Trim	3+
138	VYM Vanguard High Dividend…	0.1%	$110.76M	700.88K	-3.2%	▼ Trim	3+
139	IWD iShares Russell 1000 Value…	0.1%	$109.55M	451.88K	-42.2%	▼ Trim	3+
140	ACWI iShares MSCI ACWI ETF	0.1%	$109.20M	695.70K	-12.3%	▼ Trim	3+
141	VONG Vanguard Russell 1000…	0.1%	$107.80M	843.47K	-7.1%	▼ Trim	3+
142	BKNG Booking Holdings Inc.	0.1%	$107.09M	600.83K	-6.2% ✂	▼ Trim	3+
143	BA The Boeing Company	0.1%	$106.75M	493.15K	+28.6%	▲ Add	3+
144	DFUS Dimensional U.S. Equity ETF	0.1%	$106.37M	1.30M	-21.4%	▼ Trim	3+
145	PGR The Progressive Corporation	0.1%	$105.85M	484.55K	-36.2%	▼ Trim	3+
146	FNDF Schwab Fundamental…	0.1%	$105.39M	2.00M	-4.8%	▼ Trim	3+
147	VT Vanguard Total World Stock…	0.1%	$104.88M	668.22K	+1.9%	▲ Add	3+
148	VGLT Vanguard Long-Term Treasury…	0.1%	$104.84M	1.90M	+22.8%	▲ Add	3+
149	TT Trane Technologies plc	0.1%	$103.79M	211.32K	-39.9%	▼ Trim	3+
150	PM Philip Morris International…	0.1%	$103.37M	571.34K	+1.1%	▲ Add	3+
151	ORLY O'Reilly Automotive, Inc.	0.1%	$101.50M	1.10M	+49.4%	▲ Add	3+
152	EPD Enterprise Products…	0.1%	$99.12M	2.70M	-1.6%	▼ Trim	3+
153	MCK McKesson Corporation	0.1%	$98.32M	130.12K	+217.2%	▲ Add	3+
154	COF Capital One Financial…	0.1%	$98.02M	488.58K	-3.5%	▼ Trim	3+
155	BLK BlackRock, Inc.	0.1%	$97.74M	101.65K	-1.2%	▼ Trim	3+
156	UBER Uber Technologies, Inc.	0.1%	$97.18M	1.35M	-9.7%	▼ Trim	3+
157	FBND Fidelity Total Bond ETF	0.1%	$96.83M	2.13M	+24.1%	▲ Add	3+
158	IUSV iShares Core S&P U.S. Value…	0.1%	$96.33M	874.49K	+6.8%	▲ Add	3+
159	DFEM Dimensional - Emerging…	0.1%	$95.15M	2.34M	-66.7%	▼ Trim	3+
160	IUSG iShares Core S&P U.S.…	0.1%	$93.07M	494.82K	+11.5%	▲ Add	3+
161	POOL Pool Corporation	0.1%	$93.01M	432.81K	+59.2%	▲ Add	3+
162	IWV iShares Russell 3000 ETF	0.1%	$92.73M	217.46K	-3.8%	▼ Trim	3+
163	LMT Lockheed Martin Corporation	0.1%	$92.19M	180.96K	+3.9%	▲ Add	3+
164	SPYG State Street SPDR Portfolio…	0.1%	$90.52M	760.72K	-11.2%	▼ Trim	3+
165	VOOG Vanguard S&P 500 Growth ETF	0.1%	$89.51M	1.08M	-15.4% ✂	▼ Trim	3+
166	ADP Automatic Data Processing…	0.1%	$89.15M	398.04K	-2.6%	▼ Trim	3+
167	PNC The PNC Financial Services…	0.1%	$87.73M	356.32K	+6.4%	▲ Add	3+
168	RSP Invesco S&P 500 Equal…	0.1%	$87.15M	409.61K	+21.3%	▲ Add	3+
169	ITOT iShares Core S&P Total U.S.…	0.1%	$86.90M	529.00K	-0.7%	▼ Trim	3+
170	TDG TransDigm Group Incorporated	0.1%	$86.40M	64.86K	-4.9%	▼ Trim	3+
171	IWO iShares Russell 2000 Growth…	0.1%	$86.31M	219.08K	-9.7%	▼ Trim	3+
172	C Citigroup Inc.	0.1%	$85.71M	612.28K	-2.4%	▼ Trim	3+
173	ACN Accenture plc	0.1%	$85.03M	683.32K	-26.2%	▼ Trim	3+
174	AMT American Tower Corporation	0.1%	$83.73M	511.89K	-6.4%	▼ Trim	3+
175	GEV GE Vernova Inc.	0.1%	$82.68M	70.59K	+0.2%	▲ Add	3+
176	WMB The Williams Companies, Inc.	0.1%	$81.41M	1.10M	+12.7%	▲ Add	3+
177	BN Brookfield Corporation	0.1%	$80.60M	1.89M	-18.8%	▼ Trim	3+
178	SOXX iShares Semiconductor ETF	0.1%	$80.00M	124.85K	-1.1%	▼ Trim	3+
179	ROP Roper Technologies, Inc.	0.1%	$79.68M	235.47K	-52.5%	▼ Trim	3+
180	SPDW State Street SPDR Portfolio…	0.1%	$78.61M	1.56M	-7.9%	▼ Trim	3+
181	IWB iShares Russell 1000 ETF	0.1%	$77.38M	188.96K	+5.3%	▲ Add	3+
182	MAR Marriott International, Inc.	0.1%	$75.30M	203.19K	-2.8%	▼ Trim	3+
183	RDVY First Trust Rising Dividend…	0.1%	$75.12M	926.74K	-10.4%	▼ Trim	3+
184	MDLZ Mondelez International, Inc.	0.1%	$74.26M	1.28M	+18.4%	▲ Add	3+
185	MBB iShares MBS ETF	0.1%	$73.82M	781.00K	+27.5%	▲ Add	3+
186	PAYX Paychex, Inc.	0.1%	$73.56M	748.04K	+0.8%	▲ Add	3+
187	VNQ Vanguard Real Estate ETF	0.1%	$73.16M	758.73K	-24.8%	▼ Trim	3+
188	APP AppLovin Corporation	0.1%	$72.69M	141.08K	+2.3%	▲ Add	3+
189	VV Vanguard Morningstar…	0.1%	$72.61M	211.13K	-3.6%	▼ Trim	3+
190	GILD Gilead Sciences, Inc.	0.1%	$71.81M	568.40K	-8.2%	▼ Trim	3+
191	APD Air Products and Chemicals…	0.1%	$71.03M	242.27K	-1.5%	▼ Trim	3+
192	GLW Corning Inc	0.1%	$71.01M	278.00K	-3.4%	▼ Trim	3+
193	PYLD PIMCO Multisector Bond…	0.1%	$70.90M	2.67M	+73.3%	▲ Add	3+
194	TOTL State Street DoubleLine…	0.1%	$70.88M	1.80M	+34.8%	▲ Add	3+
195	NVS Novartis AG	0.1%	$70.17M	447.73K	+1.6%	▲ Add	3+
196	AVUV Avantis U.S. Small Cap…	0.1%	$69.83M	559.72K	+5.1%	▲ Add	3+
197	AVEM Avantis Emerging Markets…	0.1%	$69.07M	715.84K	-30.2%	▼ Trim	3+
198	WM Waste Management, Inc.	0.1%	$68.50M	307.34K	-3.2%	▼ Trim	3+
199	SCHW The Charles Schwab…	0.1%	$67.43M	730.79K	-9.2%	▼ Trim	3+
200	PFE Pfizer Inc.	0.1%	$67.34M	2.80M	+9.3%	▲ Add	3+
201	PVAL Putnam Focused Large Cap…	0.1%	$66.96M	1.31M	+4.9%	▲ Add	3+
202	NTRS Northern Trust Corporation	0.1%	$66.21M	380.88K	+89.6%	▲ Add	3+
203	VOOV Vanguard S&P 500 Value ETF	0.1%	$65.77M	300.04K	-1.7%	▼ Trim	3+
204	MNST Monster Beverage Corporation	0.1%	$65.26M	678.93K	+56.3%	▲ Add	3+
205	VNT Vontier Corporation	0.1%	$65.04M	2.24M	-1.3%	▼ Trim	3+
206	GWW W.W. Grainger, Inc.	0.1%	$64.90M	47.70K	+41.8%	▲ Add	3+
207	MLM Martin Marietta Materials…	0.1%	$64.59M	112.00K	+7.1%	▲ Add	3+
208	JCPB JPMorgan Core Plus Bond ETF	0.1%	$64.52M	1.37M	+33.2%	▲ Add	3+
209	DFAE Dimensional - Emerging Core…	0.1%	$63.99M	1.59M	-3.4%	▼ Trim	3+
210	LOW Lowe's Companies, Inc.	0.1%	$63.94M	290.00K	-6.9%	▼ Trim	3+
211	IXUS iShares Core MSCI Total…	0.1%	$63.59M	666.30K	+0.4%	▲ Add	3+
212	MPWR Monolithic Power Systems…	0.1%	$63.32M	45.84K	+192.3%	▲ Add	3+
213	BR Broadridge Financial…	0.1%	$63.00M	457.07K	+15.1%	▲ Add	3+
214	CL Colgate-Palmolive Company	0.1%	$62.97M	686.79K	+38.5%	▲ Add	3+
215	AFL Aflac Incorporated	0.1%	$62.62M	534.11K	+15.7%	▲ Add	3+
216	SPEM State Street SPDR Portfolio…	0.1%	$60.90M	1.18M	-7.7%	▼ Trim	3+
217	IDXX IDEXX Laboratories, Inc.	0.1%	$60.75M	115.41K	-5.4%	▼ Trim	3+
218	COP ConocoPhillips	0.1%	$60.09M	577.98K	+7.0%	▲ Add	3+
219	ALL The Allstate Corporation	0.1%	$60.05M	252.38K	-1.7%	▼ Trim	3+
220	WSO Watsco, Inc.	0.1%	$60.02M	144.05K	+0.6%	▲ Add	3+
221	VLO Valero Energy Corporation	0.1%	$59.69M	229.19K	-4.8%	▼ Trim	3+
222	CME CME Group Inc.	0.1%	$59.57M	269.76K	+71.1%	▲ Add	3+
223	IWR iShares Russell Mid-Cap ETF	0.1%	$59.44M	538.83K	+10.3%	▲ Add	3+
224	ROK Rockwell Automation, Inc.	0.1%	$59.34M	119.86K	-1.4%	▼ Trim	3+
225	NVR NVR, Inc.	0.1%	$58.68M	8.61K	-5.6%	▼ Trim	3+
226	HON Honeywell International Inc.	0.1%	$58.06M	259.29K	+6.2% ✂	▲ Add	3+
227	NRP Natural Resource Partners…	0.1%	$57.43M	592.07K	-3.4%	▼ Trim	3+
228	GBIL Goldman Sachs Access…	0.1%	$57.12M	570.28K	-35.4%	▼ Trim	3+
229	PWRL POWERLAW CORP	0.1%	$56.94M	3.88M	Mới	New	1
230	VZ Verizon Communications Inc.	0.1%	$56.56M	1.34M	+1.9%	▲ Add	3+
231	GD General Dynamics Corporation	0.1%	$56.49M	159.48K	-13.0%	▼ Trim	3+
232	BINC iShares Flexible Income…	0.1%	$56.02M	1.07M	+56.9%	▲ Add	3+
233	VRTX Vertex Pharmaceuticals…	0.1%	$55.68M	112.10K	+29.6%	▲ Add	3+
234	VIK Viking Holdings Ltd	0.1%	$55.63M	531.47K	Mới	New	1
235	MTN Vail Resorts, Inc.	0.1%	$55.44M	407.22K	-1.1%	▼ Trim	3+
236	DELL Dell Technologies Inc.	0.1%	$54.93M	127.35K	+35.8%	▲ Add	3+
237	WMS Advanced Drainage Systems…	0.1%	$54.91M	349.80K	+2.2%	▲ Add	3+
238	XLE State Street Energy Select…	0.1%	$54.79M	1.03M	-11.7%	▼ Trim	3+
239	VOE Vanguard Morningstar…	0.1%	$54.27M	274.64K	-0.1%	▼ Trim	3+
240	BXSL Blackstone Secured Lending…	0.1%	$54.08M	2.28M	-9.7%	▼ Trim	3+
241	MRSH Marsh & McLennan Companies…	0.1%	$53.94M	323.63K	+45.3%	▲ Add	3+
242	RACE Ferrari N.V.	0.1%	$53.63M	144.07K	0.0%	▼ Trim	3+
243	EEM iShares MSCI Emerging…	0.1%	$53.63M	783.91K	-2.7%	▼ Trim	3+
244	PLTR Palantir Technologies Inc.	0.1%	$53.61M	459.62K	-16.2%	▼ Trim	3+
245	MCHP Microchip Technology…	0.1%	$53.34M	584.82K	+36.6%	▲ Add	3+
246	HONA Honeywell Aerospace Inc	0.1%	$52.97M	239.59K	Mới	New	1
247	VBR Vanguard Morningstar…	0.1%	$52.87M	217.58K	-36.0%	▼ Trim	3+
248	SCHE Schwab Emerging Markets…	0.1%	$52.54M	1.45M	-3.4%	▼ Trim	3+
249	ICE Intercontinental Exchange…	0.1%	$52.50M	426.41K	-2.3%	▼ Trim	3+
250	CALM Cal-Maine Foods, Inc.	0.1%	$51.61M	640.64K	-1.4%	▼ Trim	3+
251	NET Cloudflare, Inc.	0.1%	$51.23M	208.88K	+841.0%	▲ Add	3+
252	BNY Bank of New York Mellon Corp	0.1%	$51.22M	354.19K	+11.4%	▲ Add	3+
253	TRV The Travelers Companies…	0.1%	$51.07M	154.69K	+2238.8%	▲ Add	3+
254	GBDC Golub Capital BDC, Inc.	0.1%	$50.83M	3.95M	-12.8%	▼ Trim	3+
255	SHW The Sherwin-Williams Company	0.1%	$50.57M	146.88K	+2.2%	▲ Add	3+
256	DRSK ETF SER SOLUTIONS	0.1%	$49.79M	1.73M	-8.8%	▼ Trim	3+
257	CVS CVS Health Corp.	0.1%	$49.35M	477.04K	-14.0%	▼ Trim	3+
258	JCI Johnson Controls…	0.1%	$49.02M	335.47K	-6.0%	▼ Trim	3+
259	MMM 3M Company	0.1%	$48.94M	302.25K	+6.8%	▲ Add	3+
260	IEX IDEX Corporation	0.1%	$48.93M	215.59K	-8.4%	▼ Trim	3+
261	ARES Ares Management Corporation	0.1%	$48.58M	436.45K	+37.2%	▲ Add	3+
262	SPYV State Street SPDR Portfolio…	0.1%	$48.45M	797.01K	-22.9%	▼ Trim	3+
263	CRM Salesforce, Inc.	0.1%	$48.26M	308.02K	-26.2%	▼ Trim	3+
264	DFAU Dimensional - US Core…	0.1%	$46.63M	902.05K	-1.0%	▼ Trim	3+
265	HEI HEICO Corporation	0.1%	$46.62M	130.88K	-21.3%	▼ Trim	3+
266	ADBE Adobe Inc.	0.1%	$46.46M	226.63K	+40.9%	▲ Add	3+
267	SNDK Sandisk Corporation	0.1%	$46.27M	20.43K	+34.3%	▲ Add	3+
268	MUB iShares National Muni Bond…	0.1%	$46.19M	429.15K	-50.4%	▼ Trim	3+
269	T AT&T Inc.	0.1%	$46.18M	2.23M	-9.8%	▼ Trim	3+
270	FAST Fastenal Company	0.1%	$46.09M	959.65K	-2.9%	▼ Trim	3+
271	FAF First American Financial…	0.1%	$45.81M	667.88K	-4.5%	▼ Trim	3+
272	SRE Sempra	0.1%	$45.52M	491.01K	-3.7%	▼ Trim	3+
273	SCHA Schwab U.S. Small-Cap ETF	0.1%	$45.50M	1.26M	-9.1%	▼ Trim	3+
274	DIHP Dimensional International…	0.1%	$45.16M	1.32M	-1.9%	▼ Trim	3+
275	TTEK Tetra Tech, Inc.	0.1%	$44.96M	1.56M	+12.0%	▲ Add	3+
276	LSTR Landstar System, Inc.	0.1%	$44.95M	217.34K	-28.6%	▼ Trim	3+
277	ANET Arista Networks, Inc.	0.1%	$44.83M	263.94K	+13.7%	▲ Add	3+
278	BX Blackstone Inc.	0.1%	$44.06M	374.47K	-4.5%	▼ Trim	3+
279	MDT Medtronic plc	0.1%	$44.05M	563.07K	+1.0%	▲ Add	3+
280	QUAL iShares MSCI USA Quality…	0.1%	$43.94M	200.26K	-68.9%	▼ Trim	3+
281	NOC Northrop Grumman Corporation	0.1%	$43.56M	85.52K	+16.3%	▲ Add	3+
282	IVW iShares S&P 500 Growth ETF	0.1%	$42.86M	311.64K	-10.0%	▼ Trim	3+
283	MO Altria Group, Inc.	0.1%	$42.50M	590.58K	+5.5%	▲ Add	3+
284	PRM Perimeter Solutions, Inc.	0.1%	$42.21M	1.18M	-37.7%	▼ Trim	3+
285	STT State Street Corporation	0.1%	$41.84M	246.67K	-1.3%	▼ Trim	3+
286	DISV Dimensional - International…	0.1%	$41.12M	1.02M	-3.2%	▼ Trim	3+
287	DFAS Dimensional - US Small Cap…	0.1%	$40.65M	493.65K	-17.0%	▼ Trim	3+
288	DUK Duke Energy Corporation	0.1%	$40.52M	320.03K	+7.9%	▲ Add	3+
289	HCA HCA Healthcare, Inc.	0.1%	$40.32M	103.42K	+116.2%	▲ Add	3+
290	CI Cigna Corporation	0.1%	$39.91M	144.76K	-5.6%	▼ Trim	3+
291	CTAS Cintas Corporation	0.1%	$39.38M	231.52K	+124.6%	▲ Add	3+
292	USRT iShares Core U.S. REIT ETF	0.1%	$39.37M	592.43K	-4.2%	▼ Trim	3+
293	PRF Invesco RAFI US 1000 ETF	0.1%	$39.20M	725.46K	-4.4%	▼ Trim	3+
294	MPC Marathon Petroleum…	0.1%	$39.09M	152.90K	+23.2%	▲ Add	3+
295	FDN First Trust Dow Jones…	0.1%	$38.95M	147.14K	-1.5%	▼ Trim	3+
296	AZO AutoZone, Inc.	0.1%	$38.50M	12.05K	+18.4%	▲ Add	3+
297	TEL TE Connectivity plc	0.0%	$37.87M	187.82K	+30.9%	▲ Add	3+
298	SPSM State Street SPDR Portfolio…	0.0%	$37.83M	656.02K	-1.4%	▼ Trim	3+
299	MET MetLife, Inc.	0.0%	$37.81M	448.04K	-11.0%	▼ Trim	3+
300	IAU iShares Gold Trust	0.0%	$37.80M	500.57K	-17.1%	▼ Trim	3+
301	GLDM SPDR Gold MiniShares Trust	0.0%	$37.72M	474.91K	-1.4%	▼ Trim	3+
302	SLB Slb N.V.	0.0%	$37.48M	806.16K	+8.5%	▲ Add	3+
303	CMCSA Comcast Corporation	0.0%	$36.92M	1.50M	-22.8%	▼ Trim	3+
304	ZTS Zoetis Inc.	0.0%	$36.21M	503.92K	-5.9%	▼ Trim	3+
305	ET Energy Transfer LP	0.0%	$35.73M	1.87M	+7.8%	▲ Add	3+
306	EBAY eBay Inc.	0.0%	$35.31M	315.98K	-3.4%	▼ Trim	3+
307	TER Teradyne, Inc.	0.0%	$34.88M	72.51K	-12.3%	▼ Trim	3+
308	STX Seagate Technology Holdings…	0.0%	$34.73M	35.98K	-0.7%	▼ Trim	3+
309	MTD Mettler-Toledo…	0.0%	$33.59M	26.30K	+424.6%	▲ Add	3+
310	WDC Western Digital Corporation	0.0%	$33.53M	52.49K	-19.7%	▼ Trim	3+
311	RSG Republic Services, Inc.	0.0%	$33.38M	156.65K	+42.2%	▲ Add	3+
312	SPMD State Street SPDR Portfolio…	0.0%	$33.33M	493.35K	+2.7%	▲ Add	3+
313	KEYS Keysight Technologies, Inc.	0.0%	$33.13M	94.65K	+11.5%	▲ Add	3+
314	UBND VICTORY PORTFOLIOS II	0.0%	$32.99M	1.52M	+25.6%	▲ Add	3+
315	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$32.67M	317.76K	-0.3%	▼ Trim	3+
316	JMST JPMorgan Ultra-Short…	0.0%	$32.61M	639.37K	-27.7%	▼ Trim	3+
317	PXF Invesco RAFI Developed…	0.0%	$32.58M	430.75K	-1.9%	▼ Trim	3+
318	FTNT Fortinet, Inc.	0.0%	$32.54M	211.84K	+462.0%	▲ Add	3+
319	UPS United Parcel Service, Inc.	0.0%	$32.48M	302.11K	+0.5%	▲ Add	3+
320	CARR Carrier Global Corporation	0.0%	$32.44M	442.22K	+50.9%	▲ Add	3+
321	OSCV ETF SER SOLUTIONS	0.0%	$32.42M	768.52K	-17.5%	▼ Trim	3+
322	A Agilent Technologies, Inc.	0.0%	$32.35M	243.56K	+9.9%	▲ Add	3+
323	UL Unilever PLC	0.0%	$32.27M	536.81K	+22.9%	▲ Add	3+
324	FDX FedEx Corporation	0.0%	$32.18M	102.72K	-33.3% ✂	▼ Trim	3+
325	INTU Intuit Inc.	0.0%	$32.02M	122.70K	-2.4%	▼ Trim	3+
326	NVO Novo Nordisk A/S	0.0%	$31.65M	660.17K	-1.9%	▼ Trim	3+
327	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$31.57M	414.86K	+4.7%	▲ Add	3+
328	SCHB Schwab U.S. Broad Market ETF	0.0%	$31.34M	1.08M	+24.3%	▲ Add	3+
329	CDNS Cadence Design Systems, Inc.	0.0%	$30.99M	82.57K	-28.2%	▼ Trim	3+
330	BMY Bristol-Myers Squibb Company	0.0%	$30.48M	529.04K	+18.7%	▲ Add	3+
331	JMUB JPMorgan Municipal ETF	0.0%	$30.39M	599.91K	-11.3%	▼ Trim	3+
332	SCHM Schwab U.S. Mid-Cap ETF	0.0%	$30.29M	821.65K	-0.8%	▼ Trim	3+
333	KKR KKR & Co. Inc.	0.0%	$30.27M	329.83K	-0.6%	▼ Trim	3+
334	CGXU Capital Group International…	0.0%	$30.15M	870.65K	+96.5%	▲ Add	3+
335	SCHC Schwab International…	0.0%	$30.09M	625.38K	-1.6%	▼ Trim	3+
336	SPHQ Invesco S&P 500 Quality ETF	0.0%	$29.64M	328.95K	-4.3%	▼ Trim	3+
337	WSM Williams-Sonoma, Inc.	0.0%	$29.41M	126.16K	-29.2%	▼ Trim	3+
338	CEG Constellation Energy…	0.0%	$29.40M	118.35K	+43.0%	▲ Add	3+
339	EMXC iShares MSCI Emerging…	0.0%	$29.02M	283.67K	+19.3%	▲ Add	3+
340	IGV iShares Expanded…	0.0%	$28.84M	318.33K	-7.3%	▼ Trim	3+
341	CP Canadian Pacific Kansas…	0.0%	$28.70M	331.25K	+1.4%	▲ Add	3+
342	CSX CSX Corporation	0.0%	$28.63M	602.32K	-6.0%	▼ Trim	3+
343	SHY iShares 1-3 Year Treasury…	0.0%	$28.63M	348.62K	-1.9%	▼ Trim	3+
344	NSC Norfolk Southern Corporation	0.0%	$28.62M	90.96K	+3.1%	▲ Add	3+
345	AKRE Akre Focus ETF	0.0%	$28.40M	533.96K	-6.0%	▼ Trim	3+
346	IRM Iron Mountain Incorporated	0.0%	$28.36M	224.51K	+5.7%	▲ Add	3+
347	HWM Howmet Aerospace Inc.	0.0%	$28.24M	105.03K	-3.5%	▼ Trim	3+
348	ELV Elevance Health Inc.	0.0%	$28.20M	72.92K	+3.9%	▲ Add	3+
349	USB U.S. Bancorp	0.0%	$28.09M	465.12K	+8.7%	▲ Add	3+
350	FNDX Schwab Fundamental U.S.…	0.0%	$28.00M	900.27K	-10.2%	▼ Trim	3+
351	APO Apollo Global Management…	0.0%	$27.93M	236.06K	-18.3%	▼ Trim	3+
352	SCHD Schwab U.S. Dividend Equity…	0.0%	$27.49M	867.02K	-1.8%	▼ Trim	3+
353	ROST Ross Stores, Inc.	0.0%	$27.48M	129.11K	+7.2%	▲ Add	3+
354	LHX L3Harris Technologies, Inc.	0.0%	$27.44M	94.41K	-4.2%	▼ Trim	3+
355	CRWD CrowdStrike Holdings, Inc.	0.0%	$27.26M	35.73K	-5.4%	▼ Trim	3+
356	SHEL Shell plc	0.0%	$27.22M	351.03K	-1.6%	▼ Trim	3+
357	MSI Motorola Solutions, Inc.	0.0%	$26.79M	64.50K	+114.7%	▲ Add	3+
358	SNA Snap-on Incorporated	0.0%	$26.78M	66.54K	+13.9%	▲ Add	3+
359	KMB Kimberly-Clark Corporation	0.0%	$26.65M	242.77K	+5.4%	▲ Add	3+
360	IWN iShares Russell 2000 Value…	0.0%	$26.56M	120.06K	+10.6%	▲ Add	3+
361	IVE iShares S&P 500 Value ETF	0.0%	$26.41M	116.34K	-7.5%	▼ Trim	3+
362	PLD Prologis, Inc.	0.0%	$26.25M	193.79K	+103.1%	▲ Add	3+
363	BHP BHP Group Limited	0.0%	$26.11M	313.45K	-1.9%	▼ Trim	3+
364	YUM Yum! Brands, Inc.	0.0%	$26.05M	162.95K	+1.6%	▲ Add	3+
365	SO The Southern Company	0.0%	$25.96M	271.26K	+7.9%	▲ Add	3+
366	DAL Delta Air Lines, Inc.	0.0%	$25.95M	277.16K	-4.5%	▼ Trim	3+
367	UAL United Airlines Holdings…	0.0%	$25.79M	189.62K	-23.6%	▼ Trim	3+
368	DFIC Dimensional - International…	0.0%	$25.71M	689.94K	-1.8%	▼ Trim	3+
369	WELL Welltower Inc.	0.0%	$25.54M	112.54K	+3.1%	▲ Add	3+
370	IUSB iShares Core Universal USD…	0.0%	$25.53M	553.28K	-4.0%	▼ Trim	3+
371	VFH Vanguard Financials ETF	0.0%	$25.53M	193.97K	-6.4%	▼ Trim	3+
372	XLF State Street Financial…	0.0%	$25.44M	474.45K	-39.2%	▼ Trim	3+
373	ED Consolidated Edison, Inc.	0.0%	$25.42M	229.75K	-12.4%	▼ Trim	3+
374	VTIP Vanguard Short-Term…	0.0%	$25.29M	503.40K	-12.0%	▼ Trim	3+
375	AIG American International…	0.0%	$24.50M	328.78K	-7.4%	▼ Trim	3+
376	IWP iShares Russell Mid-Cap…	0.0%	$24.50M	167.35K	+20.4%	▲ Add	3+
377	VOT Vanguard Morningstar…	0.0%	$24.33M	79.43K	-1.1%	▼ Trim	3+
378	XLV State Street Health Care…	0.0%	$24.32M	153.27K	-30.0%	▼ Trim	3+
379	IYW iShares U.S. Technology ETF	0.0%	$24.29M	96.29K	+5.4%	▲ Add	3+
380	AME AMETEK, Inc.	0.0%	$24.25M	100.25K	-2.6%	▼ Trim	3+
381	IBKR Interactive Brokers Group…	0.0%	$24.10M	276.83K	+134.0%	▲ Add	3+
382	VEEV Veeva Systems Inc.	0.0%	$23.98M	135.10K	-5.3%	▼ Trim	3+
383	TMUS T-Mobile US, Inc.	0.0%	$23.94M	142.71K	-42.5%	▼ Trim	3+
384	TGT Target Corporation	0.0%	$23.83M	182.47K	+1945.2%	▲ Add	3+
385	CNC Centene Corp.	0.0%	$23.83M	371.23K	+152.6%	▲ Add	3+
386	WEC WEC Energy Group, Inc.	0.0%	$23.69M	202.91K	+79.8%	▲ Add	3+
387	JBL Jabil Inc.	0.0%	$23.66M	61.45K	-15.7%	▼ Trim	3+
388	WST West Pharmaceutical…	0.0%	$23.61M	65.76K	+10.8%	▲ Add	3+
389	ESGU iShares ESG Aware MSCI USA…	0.0%	$23.58M	144.06K	-0.1%	▼ Trim	3+
390	EW Edwards Lifesciences…	0.0%	$23.57M	260.60K	+1076.3%	▲ Add	3+
391	AJG Arthur J. Gallagher & Co.	0.0%	$23.28M	101.39K	+8.8%	▲ Add	3+
392	DIVB ISHARES TR	0.0%	$23.25M	377.40K	+1846.5%	▲ Add	3+
393	IWS iShares Russell Mid-Cap…	0.0%	$23.15M	140.66K	+6.6%	▲ Add	3+
394	EOG EOG Resources, Inc.	0.0%	$23.13M	178.30K	-40.6%	▼ Trim	3+
395	JPST JPMorgan Ultra-Short Income…	0.0%	$23.06M	455.93K	-1.5%	▼ Trim	3+
396	ADSK Autodesk, Inc.	0.0%	$22.97M	118.12K	+7.7%	▲ Add	3+
397	ARW Arrow Electronics, Inc.	0.0%	$22.43M	105.12K	-16.5%	▼ Trim	3+
398	WT WisdomTree, Inc.	0.1%	$22.37M	232.24K	+20.2%	▲ Add	3+
399	VYMI Vanguard International High…	0.0%	$22.30M	227.14K	+238.6%	▲ Add	3+
400	AEP American Electric Power…	0.0%	$22.23M	162.48K	-1.9%	▼ Trim	3+
401	KMI Kinder Morgan, Inc.	0.0%	$22.21M	694.68K	-9.6%	▼ Trim	3+
402	ABNB Airbnb, Inc.	0.0%	$22.14M	154.72K	-7.9%	▼ Trim	3+
403	PPG PPG Industries, Inc.	0.0%	$22.13M	182.46K	+8.5%	▲ Add	3+
404	BIL State Street SPDR Bloomberg…	0.0%	$22.04M	240.48K	-5.8%	▼ Trim	3+
405	ICSH iShares Ultra Short…	0.0%	$21.99M	434.83K	+30.5%	▲ Add	3+
406	MAS Masco Corporation	0.0%	$21.87M	268.72K	-2.7%	▼ Trim	3+
407	RGA Reinsurance Group of…	0.0%	$21.79M	102.49K	+184.5%	▲ Add	3+
408	URI United Rentals, Inc.	0.0%	$21.61M	19.08K	+26.9%	▲ Add	3+
409	PHM PulteGroup, Inc.	0.0%	$21.61M	157.51K	-11.3%	▼ Trim	3+
410	VDE Vanguard Energy ETF	0.0%	$21.43M	142.73K	-2.1%	▼ Trim	3+
411	HBAN Huntington Bancshares…	0.0%	$21.19M	1.20M	+51.3%	▲ Add	3+
412	IJT iShares S&P Small-Cap 600…	0.0%	$21.15M	118.42K	-3.9%	▼ Trim	3+
413	IBIT iShares Bitcoin Trust ETF	0.0%	$21.15M	635.27K	-20.4%	▼ Trim	3+
414	FITB Fifth Third Bancorp	0.0%	$21.14M	375.00K	+16.9%	▲ Add	3+
415	FFIV F5, Inc.	0.0%	$21.10M	50.74K	+1.4%	▲ Add	3+
416	CGGO Capital Group Global Growth…	0.0%	$21.01M	501.68K	-5.0%	▼ Trim	3+
417	GM General Motors Company	0.0%	$20.97M	272.10K	-27.9%	▼ Trim	3+
418	XLI State Street Industrial…	0.0%	$20.96M	113.15K	-0.6%	▼ Trim	3+
419	CCK Crown Holdings, Inc.	0.0%	$20.88M	186.75K	+11.4%	▲ Add	3+
420	AON Aon plc	0.0%	$20.71M	62.45K	+53.6%	▲ Add	3+
421	AMCR Amcor plc	0.0%	$20.58M	474.74K	-0.9%	▼ Trim	3+
422	PEG Public Service Enterprise…	0.0%	$20.49M	252.52K	+19.2%	▲ Add	3+
423	CGNX Cognex Corporation	0.0%	$20.44M	282.25K	+8.6%	▲ Add	3+
424	SPG Simon Property Group, Inc.	0.0%	$20.42M	91.33K	+74.0%	▲ Add	3+
425	PSA Public Storage	0.0%	$20.33M	63.87K	-3.2%	▼ Trim	3+
426	AVY Avery Dennison Corporation	0.0%	$20.28M	124.93K	+92.5%	▲ Add	3+
427	EGP EastGroup Properties, Inc.	0.0%	$20.16M	99.53K	-1.0%	▼ Trim	3+
428	CW Curtiss-Wright Corporation	0.0%	$20.04M	26.46K	-2.2%	▼ Trim	3+
429	NCDL NUVEEN CHURCHILL DIRECT LEND	0.0%	$20.03M	1.61M	-6.9%	▼ Trim	3+
430	NKE NIKE, Inc.	0.0%	$19.98M	486.72K	-9.3%	▼ Trim	3+
431	ICLR ICON Public Limited Company	0.0%	$19.95M	114.84K	-0.4%	▼ Trim	3+
432	DLTR Dollar Tree, Inc.	0.0%	$19.95M	164.94K	+7.0%	▲ Add	3+
433	SCZ iShares MSCI EAFE Small-Cap…	0.0%	$19.94M	242.40K	-50.7%	▼ Trim	3+
434	CAH Cardinal Health, Inc.	0.0%	$19.90M	83.76K	-45.2%	▼ Trim	3+
435	ZION Zions Bancorporation…	0.0%	$19.87M	287.14K	+11.4%	▲ Add	3+
436	TWLO Twilio Inc.	0.0%	$19.79M	95.89K	-8.9%	▼ Trim	3+
437	AZN AstraZeneca PLC	0.0%	$19.77M	104.30K	-0.4%	▼ Trim	3+
438	EA Electronic Arts Inc.	0.0%	$19.76M	96.39K	-3.5%	▼ Trim	3+
439	OTIS Otis Worldwide Corporation	0.0%	$19.75M	275.78K	+81.7%	▲ Add	3+
440	MPLX MPLX Lp	0.0%	$19.67M	349.27K	+3.4%	▲ Add	3+
441	ESI Element Solutions Inc	0.0%	$19.67M	412.02K	+1.2%	▲ Add	3+
442	ESS Essex Property Trust, Inc.	0.0%	$19.45M	66.70K	+0.4%	▲ Add	3+
443	JSI JANUS DETROIT STR TR	0.0%	$19.08M	372.25K	+66.1%	▲ Add	3+
444	VICI VICI Properties Inc.	0.0%	$19.06M	718.06K	+34.4%	▲ Add	3+
445	PPA Invesco Aerospace & Defense…	0.0%	$18.88M	106.87K	+1.6%	▲ Add	3+
446	CAG Conagra Brands, Inc.	0.0%	$18.87M	1.40M	+680.7%	▲ Add	3+
447	PKG Packaging Corporation of…	0.0%	$18.83M	79.04K	+0.1%	▲ Add	3+
448	NNN NNN REIT, Inc.	0.0%	$18.82M	404.37K	+26.2%	▲ Add	3+
449	OSEA HARBOR ETF TRUST	0.0%	$18.79M	615.29K	+85.3%	▲ Add	3+
450	CBRE CBRE Group, Inc.	0.0%	$18.77M	139.34K	+42.7%	▲ Add	3+
451	VRSN VeriSign, Inc.	0.0%	$18.69M	74.29K	+2428.5%	▲ Add	3+
452	BBY Best Buy Co., Inc.	0.0%	$18.65M	245.75K	+36.5%	▲ Add	3+
453	OKE ONEOK, Inc.	0.0%	$18.48M	212.47K	+12.6%	▲ Add	3+
454	VRT Vertiv Holdings Co	0.0%	$18.39M	55.56K	+6.2%	▲ Add	3+
455	ROL Rollins, Inc.	0.0%	$18.30M	438.49K	-10.0%	▼ Trim	3+
456	VSAT Viasat, Inc.	0.0%	$18.21M	202.76K	+4.8%	▲ Add	3+
457	VRSK Verisk Analytics, Inc.	0.0%	$18.15M	101.08K	-10.7%	▼ Trim	3+
458	RVTY Revvity, Inc.	0.0%	$18.13M	162.99K	-10.4%	▼ Trim	3+
459	VBIL VANGUARD INSTL INDEX FD	0.0%	$18.01M	237.95K	+221.2%	▲ Add	3+
460	ROKU Roku, Inc.	0.0%	$17.92M	129.72K	+54.7%	▲ Add	3+
461	XLY State Street Consumer…	0.0%	$17.92M	152.76K	-2.8%	▼ Trim	3+
462	NVST Envista Holdings Corp	0.0%	$17.91M	679.51K	+31.1%	▲ Add	3+
463	EFV iShares MSCI EAFE Value ETF	0.0%	$17.90M	233.79K	+4.5%	▲ Add	3+
464	D Dominion Energy, Inc.	0.0%	$17.80M	260.70K	-0.3%	▼ Trim	3+
465	CTVA Corteva, Inc.	0.0%	$17.74M	209.50K	+2.2%	▲ Add	3+
466	TTC The Toro Company	0.0%	$17.62M	180.84K	+1019.3%	▲ Add	3+
467	ENS EnerSys	0.0%	$17.47M	74.72K	+3.4%	▲ Add	3+
468	NUE Nucor Corporation	0.0%	$17.42M	78.15K	+7.3%	▲ Add	3+
469	ON ON Semiconductor Corporation	0.0%	$17.40M	184.00K	-0.3%	▼ Trim	3+
470	CNQ Canadian Natural Resources…	0.0%	$17.38M	439.96K	-3.8%	▼ Trim	3+
471	GMED Globus Medical, Inc.	0.0%	$17.32M	219.25K	+18.8%	▲ Add	3+
472	KHC The Kraft Heinz Company	0.0%	$17.30M	732.49K	+430.0%	▲ Add	3+
473	RL Ralph Lauren Corporation	0.0%	$17.22M	42.89K	-17.9%	▼ Trim	3+
474	ENTG Entegris, Inc.	0.0%	$17.20M	95.62K	+0.9%	▲ Add	3+
475	KR The Kroger Co.	0.0%	$17.19M	309.63K	-18.9%	▼ Trim	3+
476	FSMB FIRST TR EXCH TRADED FD III	0.0%	$17.13M	857.02K	-18.6%	▼ Trim	3+
477	AVLV Avantis U.S. Large Cap…	0.0%	$17.11M	187.63K	-1.3%	▼ Trim	3+
478	AVTR Avantor, Inc.	0.0%	$17.06M	1.72M	+170.3%	▲ Add	3+
479	VNQI Vanguard Global ex-U.S.…	0.0%	$16.97M	378.37K	-38.3%	▼ Trim	3+
480	WCC WESCO International, Inc.	0.0%	$16.97M	49.13K	-19.3%	▼ Trim	3+
481	VGK Vanguard FTSE Europe ETF	0.0%	$16.96M	191.50K	-15.9%	▼ Trim	3+
482	CVSA Covista Inc.	0.0%	$16.95M	135.97K	0.0%	▼ Trim	3+
483	VPU Vanguard Utilities ETF	0.0%	$16.93M	86.52K	-15.0%	▼ Trim	3+
484	FCX Freeport-McMoRan Inc.	0.0%	$16.80M	267.17K	+5.9%	▲ Add	3+
485	DHI D.R. Horton, Inc.	0.0%	$16.76M	102.88K	+8.1%	▲ Add	3+
486	GL Globe Life Inc.	0.0%	$16.71M	93.54K	+1346.7%	▲ Add	3+
487	MAA Mid-America Apartment…	0.0%	$16.71M	120.24K	-5.3%	▼ Trim	3+
488	RMD ResMed Inc.	0.0%	$16.62M	85.27K	-7.8%	▼ Trim	3+
489	IGM iShares Expanded Tech…	0.0%	$16.57M	101.28K	-2.0%	▼ Trim	3+
490	DOCN DigitalOcean Holdings, Inc.	0.0%	$16.51M	105.16K	+695.4%	▲ Add	3+
491	CFG Citizens Financial Group…	0.0%	$16.51M	235.59K	-5.5%	▼ Trim	3+
492	DT Dynatrace, Inc.	0.0%	$16.45M	374.64K	-12.6%	▼ Trim	3+
493	BNS The Bank of Nova Scotia	0.0%	$16.44M	189.36K	-0.9%	▼ Trim	3+
494	VLTO Veralto Corporation	0.0%	$16.40M	184.97K	+58.1%	▲ Add	3+
495	CRUS Cirrus Logic, Inc.	0.0%	$16.37M	110.20K	-10.1%	▼ Trim	3+
496	EXC Exelon Corporation	0.0%	$16.24M	348.31K	-34.9%	▼ Trim	3+
497	IR Ingersoll Rand Inc.	0.0%	$16.18M	197.35K	-3.3%	▼ Trim	3+
498	SLQD iShares 0-5 Year Investment…	0.0%	$16.14M	320.45K	-11.1%	▼ Trim	3+
499	VST Vistra Corp.	0.0%	$16.08M	101.37K	-1.8%	▼ Trim	3+
500	ILMN Illumina, Inc.	0.0%	$16.04M	91.20K	-4.5%	▼ Trim	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
PWRL	3.88M	—	Mới	$56.94M	0.1%
VIK Viking Holdings Ltd	531.47K	—	Mới	$55.63M	0.1%
HONA Honeywell Aerospace Inc	239.59K	—	Mới	$52.97M	0.1%
FDXF FedEx Freight Holding…	45.39K	—	Mới	$6.85M	0.0%
WMG Warner Music Group Corp.	237.77K	—	Mới	$6.44M	0.0%
UA Under Armour, Inc.	1.01M	—	Mới	$6.26M	0.0%
SPCX Space Exploration…	33.11K	—	Mới	$5.65M	0.0%
VSEC VSE Corporation	21.64K	—	Mới	$4.95M	0.0%
BIRK Birkenstock Holding plc	85.77K	—	Mới	$3.69M	0.0%
ALGT Allegiant Travel Company	30.58K	—	Mới	$3.60M	0.0%
LAUR Laureate Education, Inc.	98.58K	—	Mới	$3.58M	0.0%
AORT Artivion, Inc.	159.26K	—	Mới	$3.58M	0.0%
SPFI South Plains Financial…	77.28K	—	Mới	$3.33M	0.0%
PGNY Progyny, Inc.	109.94K	—	Mới	$3.17M	0.0%
WGS GeneDx Holdings Corp.	44.66K	—	Mới	$3.07M	0.0%
ZD Ziff Davis, Inc.	56.86K	—	Mới	$2.98M	0.0%
TFLO iShares Treasury…	56.57K	—	Mới	$2.86M	0.0%
AEO American Eagle…	164.23K	—	Mới	$2.82M	0.0%
HURN Huron Consulting Group…	31.24K	—	Mới	$2.82M	0.0%
NVDL GraniteShares 2x Long…	93.17K	—	Mới	$2.78M	0.0%
RGNX REGENXBIO Inc.	206.76K	—	Mới	$2.48M	0.0%
BCS Barclays PLC	87.67K	—	Mới	$2.35M	0.0%
MUU	2.22K	—	Mới	$2.33M	0.0%
FIVN Five9, Inc.	108.69K	—	Mới	$2.32M	0.0%
ASTE Astec Industries, Inc.	37.84K	—	Mới	$2.32M	0.0%
AIAI	162.87K	—	Mới	$2.27M	0.0%
RIOT Riot Platforms, Inc.	81.84K	—	Mới	$2.24M	0.0%
TWST Twist Bioscience…	21.64K	—	Mới	$2.23M	0.0%
KRUS	38.55K	—	Mới	$2.22M	0.0%
ERAS Erasca, Inc.	117.38K	—	Mới	$2.15M	0.0%
BNL Broadstone Net Lease…	98.10K	—	Mới	$2.03M	0.0%
UPST Upstart Holdings, Inc.	55.64K	—	Mới	$1.97M	0.0%
VERX Vertex, Inc.	153.84K	—	Mới	$1.77M	0.0%
UPBD Upbound Group, Inc.	82.76K	—	Mới	$1.76M	0.0%
VITL Vital Farms, Inc.	150.66K	—	Mới	$1.75M	0.0%
PMT PennyMac Mortgage…	146.39K	—	Mới	$1.65M	0.0%
CLSK CleanSpark, Inc.	108.91K	—	Mới	$1.58M	0.0%
SIG Signet Jewelers Limited	18.37K	—	Mới	$1.58M	0.0%
XERS Xeris Biopharma…	184.13K	—	Mới	$1.46M	0.0%
DRAM Roundhill Memory ETF	19.68K	—	Mới	$1.45M	0.0%
VTOL Bristow Group Inc.	34.64K	—	Mới	$1.43M	0.0%
JBIO Jade Biosciences, Inc.	61.44K	—	Mới	$1.37M	0.0%
IIPR Innovative Industrial…	22.01K	—	Mới	$1.36M	0.0%
NAVN Navan, Inc.	57.04K	—	Mới	$1.30M	0.0%
AGGY	29.96K	—	Mới	$1.30M	0.0%
TRS TriMas Corporation	28.39K	—	Mới	$1.28M	0.0%
CELC Celcuity Inc.	12.02K	—	Mới	$1.26M	0.0%
PTCT PTC Therapeutics, Inc.	15.12K	—	Mới	$1.23M	0.0%
TREE LendingTree, Inc.	27.76K	—	Mới	$1.23M	0.0%
TNGX Tango Therapeutics, Inc.	39.02K	—	Mới	$1.22M	0.0%
CIFR Cipher Mining Inc.	48.96K	—	Mới	$1.20M	0.0%
TRI Thomson Reuters…	14.53K	—	Mới	$1.19M	0.0%
TRLV	117.13K	—	Mới	$1.15M	0.0%
VALE Vale S.A.	75.65K	—	Mới	$1.14M	0.0%
HRTG Heritage Insurance…	42.95K	—	Mới	$1.12M	0.0%
CNK Cinemark Holdings, Inc.	35.27K	—	Mới	$1.12M	0.0%
DFTX Definium Therapeutics…	23.61K	—	Mới	$1.11M	0.0%
BCAX Bicara Therapeutics…	36.68K	—	Mới	$1.09M	0.0%
JBSS John B. Sanfilippo &…	12.65K	—	Mới	$1.09M	0.0%
POWI Power Integrations, Inc.	12.83K	—	Mới	$1.07M	0.0%
AMLX Amylyx Pharmaceuticals…	59.32K	—	Mới	$1.07M	0.0%
RNST Renasant Corporation	24.83K	—	Mới	$1.06M	0.0%
XPEL XPEL, Inc.	21.03K	—	Mới	$1.04M	0.0%
STOK Stoke Therapeutics, Inc.	30.84K	—	Mới	$1.01M	0.0%
FBT First Trust NYSE Arca…	4.02K	—	Mới	$995,500	0.0%
VTS Vitesse Energy, Inc.	59.82K	—	Mới	$943,331	0.0%
NG NovaGold Resources Inc.	151.99K	—	Mới	$907,388	0.0%
CRAI CRA International, Inc.	6.26K	—	Mới	$890,372	0.0%
FSV FirstService Corporation	6.22K	—	Mới	$883,925	0.0%
FLOC	40.69K	—	Mới	$868,327	0.0%
MD Pediatrix Medical…	33.00K	—	Mới	$835,931	0.0%
PFBC Preferred Bank	7.39K	—	Mới	$785,794	0.0%
VFVA	5.29K	—	Mới	$785,195	0.0%
SXI Standex International…	2.15K	—	Mới	$770,422	0.0%
GSEW	8.12K	—	Mới	$766,690	0.0%
LQDA Liquidia Corporation	9.51K	—	Mới	$758,471	0.0%
HCI HCI Group, Inc.	4.28K	—	Mới	$749,371	0.0%
VSH Vishay Intertechnology…	13.84K	—	Mới	$744,101	0.0%
INFQ Infleqtion Inc	55.81K	—	Mới	$743,374	0.0%
LINC Lincoln Educational…	14.68K	—	Mới	$732,732	0.0%
TATT	14.75K	—	Mới	$711,393	0.0%
MGYR	40.00K	—	Mới	$698,000	0.0%
FLY Firefly Aerospace Inc.	23.39K	—	Mới	$687,548	0.0%
NNI Nelnet, Inc.	5.16K	—	Mới	$687,316	0.0%
APGE Apogee Therapeutics…	5.12K	—	Mới	$679,844	0.0%
CMP Compass Minerals…	21.45K	—	Mới	$667,864	0.0%
PRMB Primo Brands Corporation	27.28K	—	Mới	$666,773	0.0%
VRP Invesco Variable Rate…	27.03K	—	Mới	$657,139	0.0%
CDNA CareDx, Inc	22.96K	—	Mới	$654,276	0.0%
PSN Parsons Corporation	12.45K	—	Mới	$652,047	0.0%
SSTK Shutterstock, Inc.	45.23K	—	Mới	$630,918	0.0%
TRAX	30.34K	—	Mới	$610,422	0.0%
WD Walker & Dunlop, Inc.	11.01K	—	Mới	$602,427	0.0%
UUUU Energy Fuels Inc.	41.21K	—	Mới	$597,518	0.0%
AIPO	17.83K	—	Mới	$595,756	0.0%
ASIX AdvanSix Inc.	29.82K	—	Mới	$592,920	0.0%
EWY iShares MSCI South…	2.90K	—	Mới	$584,704	0.0%
MITK Mitek Systems, Inc.	28.49K	—	Mới	$573,425	0.0%
COHU Cohu, Inc.	7.69K	—	Mới	$568,443	0.0%
TLN Talen Energy Corporation	1.46K	—	Mới	$559,930	0.0%
ABEO	89.91K	—	Mới	$555,632	0.0%
PSCT	5.94K	—	Mới	$548,654	0.0%
BELFB Bel Fuse Inc.	1.64K	—	Mới	$546,520	0.0%
AGX Argan, Inc.	666	—	Mới	$531,840	0.0%
CIB Grupo Cibest S.A.	6.64K	—	Mới	$527,681	0.0%
FSUN	13.34K	—	Mới	$517,362	0.0%
LKFN Lakeland Financial…	8.35K	—	Mới	$515,054	0.0%
SN SharkNinja, Inc.	3.38K	—	Mới	$515,036	0.0%
GRPN Groupon, Inc.	21.37K	—	Mới	$514,212	0.0%
WHR Whirlpool Corporation	13.02K	—	Mới	$513,359	0.0%
HHH Howard Hughes Holdings…	7.16K	—	Mới	$512,012	0.0%
VGNT Versigent PLC	12.06K	—	Mới	$506,505	0.0%
IDMO Invesco S&P…	8.38K	—	Mới	$505,225	0.0%
EWTX Edgewise Therapeutics…	12.37K	—	Mới	$502,393	0.0%
PFFD	26.70K	—	Mới	$499,123	0.0%
GARP	6.01K	—	Mới	$495,923	0.0%
SUN Sunoco LP	7.27K	—	Mới	$491,790	0.0%
FLJP Franklin FTSE Japan ETF	12.31K	—	Mới	$489,323	0.0%
AZTA Azenta, Inc.	19.17K	—	Mới	$489,167	0.0%
NGVT Ingevity Corporation	6.53K	—	Mới	$487,895	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
IVV iShares Core S&P 500 ETF	4.73M	4.57M	+3.5%	$3.54B	4.6%
VEA Vanguard FTSE Developed…	37.05M	33.37M	+11.0%	$2.64B	3.4%
GOOG Alphabet Inc.	4.77M	4.36M	+9.5%	$1.69B	2.2%
JPM JPMorgan Chase & Co.	3.23M	3.16M	+2.3%	$1.06B	1.4%
BRK-B Berkshire Hathaway Inc.	1.77M	1.75M	+0.7%	$883.34M	1.1%
COST Costco Wholesale…	776.66K	758.99K	+2.3%	$726.54M	0.9%
V Visa Inc.	1.68M	1.67M	+0.2%	$575.69M	0.7%
SCHF Schwab International…	19.85M	19.15M	+3.7%	$549.80M	0.7%
VWO Vanguard FTSE Emerging…	8.82M	8.54M	+3.3%	$526.57M	0.7%
IJH iShares Core S&P…	6.15M	4.92M	+25.1%	$474.44M	0.6%
CVX Chevron Corporation	2.38M	2.36M	+0.7%	$393.79M	0.5%
ASML ASML Holding N.V.	219.62K	201.51K	+9.0%	$436.90M	0.6%
BND Vanguard Total Bond…	5.88M	5.23M	+12.4%	$431.77M	0.6%
QQQ Invesco QQQ Trust…	570.80K	89.86K	+535.2%	$418.84M	0.5%
TXN Texas Instruments…	1.28M	1.21M	+5.6%	$380.74M	0.5%
TSLA Tesla, Inc.	905.98K	859.32K	+5.4%	$380.66M	0.5%
PANW Palo Alto Networks, Inc.	1.11M	804.28K	+38.1%	$378.91M	0.5%
TJX The TJX Companies, Inc.	2.38M	2.16M	+10.4%	$361.17M	0.5%
IJR iShares Core S&P…	2.42M	2.11M	+14.7%	$359.10M	0.5%
MA Mastercard Incorporated	682.18K	680.51K	+0.2%	$350.37M	0.5%
IEFA iShares Core MSCI EAFE…	3.40M	3.35M	+1.6%	$328.34M	0.4%
MRK Merck & Co., Inc.	2.51M	2.43M	+3.3%	$322.37M	0.4%
CSCO Cisco Systems, Inc.	2.65M	2.57M	+2.9%	$311.22M	0.4%
VGIT Vanguard…	4.95M	4.20M	+17.9%	$292.72M	0.4%
RTX RTX Corporation	1.52M	50.55K	+2914.5%	$289.13M	0.4%
BSV Vanguard Short-Term…	3.67M	3.62M	+1.4%	$285.65M	0.4%
NFLX Netflix, Inc.	3.09M	2.70M	+14.5%	$220.72M	0.3%
UNH UnitedHealth Group…	567.22K	547.21K	+3.7%	$235.76M	0.3%
AMAT Applied Materials, Inc.	323.67K	320.67K	+0.9%	$233.95M	0.3%
VTEB Vanguard Tax-Exempt…	4.57M	4.48M	+2.0%	$231.31M	0.3%
NEE NextEra Energy, Inc.	2.60M	1.91M	+36.0%	$228.43M	0.3%
VCIT Vanguard…	2.30M	1.99M	+15.8%	$190.14M	0.2%
ORCL Oracle Corporation	1.27M	1.20M	+6.1%	$186.17M	0.2%
ETN Eaton Corporation plc	434.84K	411.33K	+5.7%	$185.29M	0.2%
ADI Analog Devices, Inc.	454.33K	331.79K	+36.9%	$180.44M	0.2%
VCSH Vanguard Short-Term…	2.26M	2.17M	+4.3%	$178.93M	0.2%
INTC Intel Corp.	1.28M	1.13M	+12.8%	$178.71M	0.2%
ABT Abbott Laboratories	1.88M	1.67M	+12.8%	$170.62M	0.2%
CASY Casey's General Stores…	206.82K	197.51K	+4.7%	$164.38M	0.2%
PWR Quanta Services, Inc.	221.64K	25.27K	+777.0%	$159.56M	0.2%
ISRG Intuitive Surgical, Inc.	341.83K	336.76K	+1.5%	$135.94M	0.2%
MRVL Marvell Technology, Inc.	531.76K	59.30K	+796.8%	$158.38M	0.2%
BAC Bank of America…	2.70M	2.69M	+0.3%	$154.03M	0.2%
IWM iShares Russell 2000 ETF	512.35K	500.18K	+2.4%	$153.93M	0.2%
VGSH Vanguard Short-Term…	2.57M	2.44M	+5.5%	$149.64M	0.2%
JMBS Janus Henderson…	3.29M	2.11M	+56.2%	$148.13M	0.2%	●●○○○○
IBM International Business…	517.80K	504.23K	+2.7%	$145.60M	0.2%
APH Amphenol Corporation	806.80K	528.53K	+52.6%	$142.25M	0.2%
ITW Illinois Tool Works Inc.	524.15K	246.56K	+112.6%	$141.77M	0.2%
IQLT iShares MSCI Intl…	2.79M	2.58M	+8.1%	$138.42M	0.2%	●●○○○○
UNP Union Pacific…	507.52K	462.23K	+9.8%	$138.05M	0.2%
WFC Wells Fargo & Company	1.63M	1.55M	+5.0%	$134.53M	0.2%
VEU Vanguard FTSE All-World…	1.60M	1.57M	+1.9%	$133.70M	0.2%
EMR Emerson Electric Co.	906.86K	862.40K	+5.2%	$129.82M	0.2%
PSX Phillips 66	726.25K	706.75K	+2.8%	$122.77M	0.2%
JBHT J.B. Hunt Transport…	443.10K	420.22K	+5.5%	$128.25M	0.2%
HON Honeywell International…	280.24K	527.98K	+6.2% ✂	$62.75M	0.1%
VGT Vanguard Information…	945.49K	114.25K	+3.4% ✂	$113.00M	0.1%
BA The Boeing Company	493.15K	383.48K	+28.6%	$106.75M	0.1%
VT Vanguard Total World…	668.22K	655.99K	+1.9%	$104.88M	0.1%
VGLT Vanguard Long-Term…	1.90M	1.55M	+22.8%	$104.84M	0.1%
LMT Lockheed Martin…	180.96K	174.15K	+3.9%	$92.19M	0.1%
PM Philip Morris…	571.34K	564.89K	+1.1%	$103.37M	0.1%
ORLY O'Reilly Automotive…	1.10M	737.63K	+49.4%	$101.50M	0.1%
MCK McKesson Corporation	130.12K	41.03K	+217.2%	$98.32M	0.1%
FBND Fidelity Total Bond ETF	2.13M	1.72M	+24.1%	$96.83M	0.1%
IUSV iShares Core S&P U.S.…	874.49K	818.41K	+6.8%	$96.33M	0.1%
IUSG iShares Core S&P U.S.…	494.82K	443.65K	+11.5%	$93.07M	0.1%
POOL Pool Corporation	432.81K	271.78K	+59.2%	$93.01M	0.1%
PNC The PNC Financial…	356.32K	334.77K	+6.4%	$87.73M	0.1%
RSP Invesco S&P 500 Equal…	409.61K	337.77K	+21.3%	$87.15M	0.1%
GEV GE Vernova Inc.	70.87K	70.75K	+0.2%	$83.00M	0.1%
WMB The Williams Companies…	1.10M	975.24K	+12.7%	$81.70M	0.1%
IWB iShares Russell 1000 ETF	188.96K	179.47K	+5.3%	$77.38M	0.1%
MDLZ Mondelez International…	1.28M	1.08M	+18.4%	$74.26M	0.1%
MBB iShares MBS ETF	781.00K	612.59K	+27.5%	$73.82M	0.1%
PAYX Paychex, Inc.	748.04K	742.11K	+0.8%	$73.56M	0.1%
APP AppLovin Corporation	141.08K	137.92K	+2.3%	$72.69M	0.1%
PFE Pfizer Inc.	2.80M	2.56M	+9.3%	$67.34M	0.1%
PYLD PIMCO Multisector Bond…	2.67M	1.54M	+73.3%	$70.90M	0.1%
TOTL State Street DoubleLine…	1.80M	1.33M	+34.8%	$70.88M	0.1%
NVS Novartis AG	447.73K	440.53K	+1.6%	$70.17M	0.1%
AVUV Avantis U.S. Small Cap…	559.72K	532.61K	+5.1%	$69.83M	0.1%
COP ConocoPhillips	577.98K	540.28K	+7.0%	$60.09M	0.1%
PVAL Putnam Focused Large…	1.31M	1.25M	+4.9%	$66.96M	0.1%
NTRS Northern Trust…	380.88K	200.87K	+89.6%	$66.21M	0.1%
WT WisdomTree, Inc.	1.03M	853.54K	+20.2%	$66.11M	0.1%
MNST Monster Beverage…	678.93K	434.28K	+56.3%	$65.26M	0.1%
GWW W.W. Grainger, Inc.	47.70K	33.65K	+41.8%	$64.90M	0.1%
BR Broadridge Financial…	457.07K	397.02K	+15.1%	$63.00M	0.1%
MLM Martin Marietta…	112.00K	104.54K	+7.1%	$64.59M	0.1%	●●○○○○
JCPB JPMorgan Core Plus Bond…	1.37M	1.03M	+33.2%	$64.52M	0.1%
VZ Verizon Communications…	1.34M	1.31M	+1.9%	$56.56M	0.1%
IXUS iShares Core MSCI Total…	666.30K	663.93K	+0.4%	$63.59M	0.1%
MPWR Monolithic Power…	45.84K	15.68K	+192.3%	$63.32M	0.1%
CL Colgate-Palmolive…	686.79K	495.79K	+38.5%	$62.97M	0.1%
AFL Aflac Incorporated	534.11K	461.78K	+15.7%	$62.62M	0.1%
WSO Watsco, Inc.	144.05K	143.22K	+0.6%	$60.02M	0.1%
CME CME Group Inc.	269.76K	157.64K	+71.1%	$59.57M	0.1%
IWR iShares Russell Mid-Cap…	538.83K	488.47K	+10.3%	$59.44M	0.1%
BINC iShares Flexible Income…	1.07M	681.95K	+56.9%	$56.02M	0.1%
VRTX Vertex Pharmaceuticals…	112.10K	86.49K	+29.6%	$55.68M	0.1%
DELL Dell Technologies Inc.	128.72K	94.82K	+35.8%	$55.53M	0.1%
WMS Advanced Drainage…	349.80K	342.16K	+2.2%	$54.91M	0.1%
MRSH Marsh & McLennan…	323.63K	222.68K	+45.3%	$53.94M	0.1%
MCHP Microchip Technology…	584.82K	428.26K	+36.6%	$53.34M	0.1%
NET Cloudflare, Inc.	208.88K	22.20K	+841.0%	$51.23M	0.1%
BNY Bank of New York Mellon…	354.19K	317.80K	+11.4%	$51.22M	0.1%
TRV The Travelers…	154.69K	6.61K	+2238.8%	$51.07M	0.1%
SHW The Sherwin-Williams…	146.88K	143.72K	+2.2%	$50.57M	0.1%
NOC Northrop Grumman…	85.52K	73.55K	+16.3%	$43.56M	0.1%
MMM 3M Company	302.25K	283.12K	+6.8%	$48.94M	0.1%
ARES Ares Management…	438.30K	319.40K	+37.2%	$48.79M	0.1%
MDT Medtronic plc	565.92K	560.24K	+1.0%	$44.27M	0.1%
ADBE Adobe Inc.	226.63K	160.89K	+40.9%	$46.46M	0.1%
SNDK Sandisk Corporation	20.43K	15.20K	+34.3%	$46.27M	0.1%
TTEK Tetra Tech, Inc.	1.56M	1.39M	+12.0%	$44.96M	0.1%
ANET Arista Networks, Inc.	263.94K	232.15K	+13.7%	$44.83M	0.1%
MO Altria Group, Inc.	590.58K	559.51K	+5.5%	$42.50M	0.1%
DUK Duke Energy Corporation	320.03K	296.55K	+7.9%	$40.52M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
AAPL Apple Inc.	10.08M	10.42M	-3.2%	$2.90B	3.8%	●●○○○○
MSFT Microsoft Corporation	5.48M	5.67M	-3.4%	$2.04B	2.6%	●●○○○○
NVDA NVIDIA Corporation	10.22M	10.98M	-6.9%	$2.03B	2.6%	●●○○○○
VOO Vanguard S&P 500 ETF	2.89M	2.99M	-3.1%	$1.99B	2.6%	●●○○○○
AMZN Amazon.com, Inc.	6.42M	6.42M	0.0%	$1.53B	2.0%	●●○○○○
GOOGL Alphabet Inc.	4.14M	4.79M	-13.6%	$1.48B	1.9%	●●○○○○
AVGO Broadcom Inc.	3.49M	3.66M	-4.7%	$1.32B	1.7%	●●○○○○
SPY State Street SPDR S&P…	1.46M	1.54M	-5.3%	$1.09B	1.4%	●●○○○○
LLY Eli Lilly and Company	636.58K	654.79K	-2.8%	$763.55M	1.0%	●●○○○○
VTI Vanguard Morningstar…	1.91M	1.94M	-1.6%	$708.03M	0.9%	●●○○○○
JNJ Johnson & Johnson	2.64M	2.67M	-1.2%	$669.45M	0.9%	●●○○○○
VUG Vanguard Morningstar…	7.20M	1.42M	-15.3% ✂	$620.10M	0.8%	●●○○○○
META Meta Platforms, Inc.	992.67K	1.07M	-7.2%	$559.09M	0.7%	●●○○○○
CAT Caterpillar Inc.	529.49K	542.77K	-2.5%	$563.85M	0.7%	●●○○○○
ABBV AbbVie Inc.	2.15M	2.20M	-2.6%	$539.83M	0.7%	●●○○○○
XONA.DE Exxon Mobil Corporation	3.06M	3.24M	-5.3%	$418.89M	0.5%	●●○○○○
DFUV Dimensional - US…	3.80M	9.74M	-61.0%	$209.13M	0.3%	●●○○○○
LRCX Lam Research Corporation	1.06M	1.11M	-4.3%	$458.34M	0.6%	●●○○○○
AVDE Avantis International…	2.28M	5.00M	-54.5%	$202.94M	0.3%	●●○○○○
TMO Thermo Fisher…	732.05K	832.07K	-12.0%	$367.04M	0.5%	●●○○○○
HD The Home Depot, Inc.	1.09M	1.12M	-2.4%	$384.25M	0.5%	●●○○○○
DE Deere & Company	593.04K	647.77K	-8.4%	$376.19M	0.5%	●●○○○○
PEP PepsiCo, Inc.	2.18M	2.39M	-8.8%	$295.55M	0.4%	●●○○○○
SYK Stryker Corporation	1.02M	1.10M	-6.8%	$322.32M	0.4%	●●○○○○
PG The Procter & Gamble…	2.29M	2.49M	-8.2%	$335.16M	0.4%	●●○○○○
VIG Vanguard Dividend…	1.51M	1.54M	-2.3%	$356.89M	0.5%	●●○○○○
AMD Advanced Micro Devices…	604.62K	635.43K	-4.8%	$351.20M	0.5%	●●○○○○
MS Morgan Stanley	1.64M	1.69M	-2.8%	$340.12M	0.4%	●●○○○○
LIN Linde plc	642.78K	696.80K	-7.8%	$333.56M	0.4%	●●○○○○
MU Micron Technology, Inc.	287.47K	316.32K	-9.1%	$331.80M	0.4%	●●○○○○
VBK Vanguard Morningstar…	409.06K	1.03M	-60.3%	$149.59M	0.2%	●●○○○○
SBUX Starbucks Corporation	2.82M	3.02M	-6.4%	$288.28M	0.4%	●●○○○○
DFIV Dimensional -…	3.53M	5.44M	-35.2%	$190.49M	0.2%	●●○○○○
IWF iShares Russell 1000…	906.88K	676.61K	-66.5% ✂	$112.61M	0.1%	●●○○○○
MCD McDonald's Corporation	771.96K	858.04K	-10.0%	$208.67M	0.3%	●●○○○○
DFSV Dimensional - US Small…	3.24M	7.34M	-55.8%	$125.85M	0.2%	●●○○○○
AXP American Express Company	737.29K	805.71K	-8.5%	$249.39M	0.3%	●●○○○○
ECL Ecolab Inc.	857.95K	947.52K	-9.4%	$239.04M	0.3%	●●○○○○
WMT Walmart Inc.	1.89M	2.03M	-7.0%	$213.69M	0.3%	●●○○○○
DFEM Dimensional - Emerging…	2.34M	7.04M	-66.7%	$95.15M	0.1%	●●○○○○
XLK State Street Technology…	1.27M	1.46M	-12.8%	$242.19M	0.3%	●●○○○○
DFLV Dimensional - US Large…	3.32M	6.77M	-50.9%	$131.38M	0.2%	●●○○○○
GE GE Aerospace	645.46K	692.03K	-6.7%	$241.23M	0.3%	●●○○○○
MTUM iShares MSCI USA…	346.53K	974.02K	-64.4%	$118.78M	0.2%	●●○○○○
CB Chubb Limited	670.75K	685.47K	-2.1%	$228.55M	0.3%	●●○○○○
KO The Coca-Cola Company	2.55M	2.91M	-12.2%	$207.22M	0.3%	●●○○○○
CMI Cummins Inc.	295.27K	299.62K	-1.4%	$210.59M	0.3%	●●○○○○
EFA iShares MSCI EAFE ETF	1.64M	2.03M	-19.1%	$170.37M	0.2%	●●○○○○
AMGN Amgen Inc.	516.05K	550.87K	-6.3%	$186.87M	0.2%	●●○○○○
SCHX Schwab U.S. Large-Cap…	6.46M	6.73M	-4.0%	$190.01M	0.2%	●●○○○○
VTV Vanguard Morningstar…	807.62K	972.71K	-17.0%	$176.00M	0.2%	●●○○○○
PH Parker-Hannifin…	173.49K	209.58K	-17.2%	$169.69M	0.2%	●●○○○○
SPGI S&P Global Inc.	340.19K	420.17K	-19.0%	$138.55M	0.2%	●●○○○○
ACN Accenture plc	683.32K	925.50K	-26.2%	$85.03M	0.1%	●●○○○○
DBEF Xtrackers MSCI EAFE…	2.95M	3.69M	-20.1%	$161.16M	0.2%	●●○○○○
HLT Hilton Worldwide…	379.45K	607.77K	-37.6%	$125.39M	0.2%	●●○○○○
VXUS Vanguard Total…	2.13M	2.15M	-0.8%	$181.92M	0.2%	●●○○○○
ROP Roper Technologies, Inc.	235.47K	496.10K	-52.5%	$79.68M	0.1%	●●○○○○
DFAC Dimensional - US Core…	3.96M	4.21M	-5.9%	$175.63M	0.2%	●●○○○○
PCAR PACCAR Inc	1.40M	1.41M	-0.8%	$167.57M	0.2%	●●○○○○
IWD iShares Russell 1000…	451.88K	781.93K	-42.2%	$109.55M	0.1%	●●○○○○
DFAT Dimensional - US…	1.80M	2.64M	-31.8%	$126.12M	0.2%	●●○○○○
GS The Goldman Sachs…	159.66K	169.54K	-5.8%	$161.48M	0.2%	●●○○○○
TSM Taiwan Semiconductor…	338.23K	352.30K	-4.0%	$161.35M	0.2%	●●○○○○
MDY State Street SPDR S&P…	226.71K	229.85K	-1.4%	$159.45M	0.2%	●●○○○○
GLD SPDR Gold Shares	369.51K	372.09K	-0.7%	$136.12M	0.2%	●●○○○○
DHR Danaher Corporation	705.98K	831.92K	-15.1%	$134.47M	0.2%	●●○○○○
VO Vanguard Morningstar…	1.93M	494.88K	-2.6% ✂	$155.34M	0.2%	●●○○○○
IEMG iShares Core MSCI…	1.85M	2.00M	-7.5%	$153.52M	0.2%	●●○○○○
PGR The Progressive…	484.55K	759.66K	-36.2%	$105.85M	0.1%	●●○○○○
AVUS Avantis U.S. Equity ETF	1.10M	1.34M	-17.5%	$141.43M	0.2%	●●○○○○
BRK-A Berkshire Hathaway Inc.	175	219	-20.1%	$131.05M	0.2%	●●○○○○
TT Trane Technologies plc	211.32K	351.69K	-39.9%	$103.79M	0.1%	●●○○○○
VB Vanguard Morningstar…	413.77K	548.07K	-24.5%	$125.36M	0.2%	●●○○○○
DUHP Dimensional - US High…	2.83M	3.76M	-24.6%	$118.24M	0.2%	●●○○○○
DOV Dover Corporation	57.77K	656.18K	-91.2%	$12.96M	0.0%	●●○○○○
AGG iShares Core U.S.…	1.15M	1.42M	-18.5%	$114.27M	0.1%	●●○○○○
WINN	4.14M	4.64M	-10.7%	$134.48M	0.2%	●●○○○○
CSL Carlisle Companies…	11.59K	398.65K	-97.1%	$4.20M	0.0%	●●○○○○
AVDV Avantis International…	1.10M	1.33M	-17.5%	$113.13M	0.1%	●●○○○○
NOW ServiceNow, Inc.	1.18M	1.25M	-5.6%	$117.01M	0.2%	●●○○○○
RS Reliance Steel &…	347.43K	348.09K	-0.2%	$129.80M	0.2%	●●○○○○
DFAI Dimensional -…	3.07M	3.22M	-4.5%	$126.83M	0.2%	●●○○○○
QUAL iShares MSCI USA…	200.26K	643.26K	-68.9%	$43.94M	0.1%	●●○○○○
KLAC KLA Corporation	393.67K	40.99K	-4.0% ✂	$118.27M	0.2%	●●○○○○
ACIO	2.47M	2.80M	-12.0%	$113.85M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	635.13K	641.29K	-1.0%	$117.37M	0.2%	●●○○○○
DFUS Dimensional U.S. Equity…	1.30M	1.65M	-21.4%	$106.37M	0.1%	●●○○○○
DGRO iShares Core Dividend…	1.53M	1.63M	-5.8%	$116.16M	0.2%	●●○○○○
DIS The Walt Disney Company	1.17M	1.22M	-3.7%	$113.06M	0.1%	●●○○○○
VYM Vanguard High Dividend…	700.88K	723.86K	-3.2%	$110.76M	0.1%	●●○○○○
ACWI iShares MSCI ACWI ETF	695.70K	793.58K	-12.3%	$109.20M	0.1%	●●○○○○
VONG Vanguard Russell 1000…	843.47K	907.51K	-7.1%	$107.80M	0.1%	●●○○○○
BKNG Booking Holdings Inc.	600.83K	25.62K	-6.2% ✂	$107.09M	0.1%	●●○○○○
UBER Uber Technologies, Inc.	1.35M	1.49M	-9.7%	$97.18M	0.1%	●●○○○○
FNDF Schwab Fundamental…	2.00M	2.10M	-4.8%	$105.39M	0.1%
EPD Enterprise Products…	2.70M	2.74M	-1.6%	$99.12M	0.1%	●●○○○○
BLK BlackRock, Inc.	101.65K	102.88K	-1.2%	$97.74M	0.1%	●●○○○○
COF Capital One Financial…	488.58K	506.04K	-3.5%	$98.02M	0.1%	●●○○○○
AMT American Tower…	511.89K	546.83K	-6.4%	$83.73M	0.1%	●●○○○○
DFIS Dimensional -…	435.38K	2.79M	-84.4%	$15.25M	0.0%	●●○○○○
BN Brookfield Corporation	1.89M	2.33M	-18.8%	$80.60M	0.1%	●●○○○○
IWV iShares Russell 3000 ETF	217.46K	226.10K	-3.8%	$92.73M	0.1%	●●○○○○
MUB iShares National Muni…	429.15K	864.55K	-50.4%	$46.19M	0.1%	●●○○○○
SPYG State Street SPDR…	760.72K	856.83K	-11.2%	$90.52M	0.1%	●●○○○○
VOOG Vanguard S&P 500 Growth…	1.08M	213.35K	-15.4% ✂	$89.51M	0.1%	●●○○○○
ADP Automatic Data…	398.04K	408.76K	-2.6%	$89.15M	0.1%	●●○○○○
VNQ Vanguard Real Estate ETF	758.73K	1.01M	-24.8%	$73.16M	0.1%	●●○○○○
GBIL Goldman Sachs Access…	570.28K	882.22K	-35.4%	$57.12M	0.1%	●●○○○○
ITOT iShares Core S&P Total…	529.00K	532.58K	-0.7%	$86.90M	0.1%	●●○○○○
TDG TransDigm Group…	64.86K	68.20K	-4.9%	$86.40M	0.1%	●●○○○○
IWO iShares Russell 2000…	219.08K	242.60K	-9.7%	$86.31M	0.1%	●●○○○○
GILD Gilead Sciences, Inc.	568.40K	619.39K	-8.2%	$71.81M	0.1%	●●○○○○
C Citigroup Inc.	612.28K	627.04K	-2.4%	$85.71M	0.1%	●●○○○○
AVEM Avantis Emerging…	715.84K	1.03M	-30.2%	$69.07M	0.1%	●●○○○○
VNT Vontier Corporation	2.24M	2.27M	-1.3%	$65.04M	0.1%	●●○○○○
SOXX iShares Semiconductor…	124.85K	126.24K	-1.1%	$80.00M	0.1%	●●○○○○
PLTR Palantir Technologies…	459.62K	548.68K	-16.2%	$53.61M	0.1%	●●○○○○
SPDW State Street SPDR…	1.56M	1.69M	-7.9%	$78.61M	0.1%	●●○○○○
CRM Salesforce, Inc.	308.02K	417.51K	-26.2%	$48.26M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
MASI Masimo Corporation	—	321.60K	Thoát	$57.20M	0.1%
INTF iShares International…	—	840.18K	Thoát	$32.73M	0.0%
METV	—	54.66K	Thoát	$31.01M	0.0%
CTRA Coterra Energy Inc.	—	262.59K	Thoát	$9.18M	0.0%
TQQQ ProShares UltraPro QQQ	—	186.83K	Thoát	$7.85M	0.0%
DBC	—	236.18K	Thoát	$6.84M	0.0%
FROG JFrog Ltd.	—	112.51K	Thoát	$5.28M	0.0%
SPXL Direxion Daily S&P 500…	—	26.37K	Thoát	$4.88M	0.0%
AL Air Lease Corporation	—	65.83K	Thoát	$4.27M	0.0%
CMC Commercial Metals…	—	63.23K	Thoát	$3.88M	0.0%
APLS Apellis…	—	84.57K	Thoát	$3.40M	0.0%
HOLX Hologic, Inc.	—	37.10K	Thoát	$2.76M	0.0%
DMXF	—	33.05K	Thoát	$2.49M	0.0%
XNTK	—	9.44K	Thoát	$2.41M	0.0%
COCO The Vita Coco Company…	—	48.65K	Thoát	$2.33M	0.0%
ETOR eToro Group Ltd.	—	74.53K	Thoát	$2.24M	0.0%
DMC Del Monte Corporation	—	51.90K	Thoát	$2.09M	0.0%
MIAX Miami International…	—	51.43K	Thoát	$2.00M	0.0%
HNI HNI Corporation	—	58.57K	Thoát	$1.96M	0.0%
UPRO ProShares - UltraPro…	—	19.27K	Thoát	$1.87M	0.0%
IRTC iRhythm Technologies…	—	15.34K	Thoát	$1.81M	0.0%
LTH Life Time Group…	—	62.20K	Thoát	$1.68M	0.0%
VRE Veris Residential, Inc.	—	85.01K	Thoát	$1.60M	0.0%
FNDB	—	57.71K	Thoát	$1.45M	0.0%
UDOW	—	24.03K	Thoát	$1.21M	0.0%
LZ LegalZoom.com, Inc.	—	206.09K	Thoát	$1.17M	0.0%
SMID	—	34.75K	Thoát	$1.13M	0.0%
KBH KB Home	—	21.39K	Thoát	$1.11M	0.0%
ADPT Adaptive…	—	72.20K	Thoát	$999,891	0.0%
CCOI Cogent Communications…	—	47.65K	Thoát	$897,633	0.0%
ERX	—	8.47K	Thoát	$873,010	0.0%
HBT	—	32.07K	Thoát	$856,937	0.0%
OSBC Old Second Bancorp, Inc.	—	41.09K	Thoát	$825,354	0.0%
CSTL Castle Biosciences, Inc.	—	31.87K	Thoát	$782,410	0.0%
CTLP	—	70.98K	Thoát	$767,338	0.0%
EAD	—	117.23K	Thoát	$759,675	0.0%
BLKB Blackbaud, Inc.	—	19.27K	Thoát	$744,166	0.0%
KVYO Klaviyo, Inc.	—	22.80K	Thoát	$736,413	0.0%
KMT Kennametal Inc.	—	19.85K	Thoát	$717,074	0.0%
CRNX Crinetics…	—	18.56K	Thoát	$672,399	0.0%
TPB Turning Point Brands…	—	7.53K	Thoát	$653,626	0.0%
ROOT Root, Inc.	—	14.02K	Thoát	$619,176	0.0%
VERA Vera Therapeutics, Inc.	—	15.26K	Thoát	$613,831	0.0%
FLYW Flywire Corp	—	52.64K	Thoát	$612,731	0.0%
DUSB	—	11.80K	Thoát	$598,378	0.0%
PLAY Dave & Buster's…	—	53.97K	Thoát	$584,454	0.0%
OLMA Olema Pharmaceuticals…	—	37.99K	Thoát	$566,491	0.0%
BBNX Beta Bionics, Inc.	—	56.08K	Thoát	$561,942	0.0%
MQ Marqeta, Inc.	—	133.56K	Thoát	$544,904	0.0%
SEE Sealed Air Corporation	—	13.17K	Thoát	$514,390	0.0%
PAR PAR Technology…	—	36.17K	Thoát	$484,435	0.0%
IAUM iShares Gold Trust Micro	—	9.87K	Thoát	$461,023	0.0%
SIL Global X - Silver…	—	5.10K	Thoát	$459,408	0.0%
GLBKV GCI Liberty, Inc.…	—	12.30K	Thoát	$455,679	0.0%
REPL Replimune Group, Inc.	—	58.53K	Thoát	$447,734	0.0%
JBS Jbs N.V.	—	24.25K	Thoát	$430,471	0.0%
KBR KBR, Inc.	—	11.77K	Thoát	$427,400	0.0%
PJUL	—	9.27K	Thoát	$426,164	0.0%
DAN Dana Incorporated	—	12.38K	Thoát	$416,420	0.0%
IE Ivanhoe Electric Inc.	—	34.26K	Thoát	$404,931	0.0%
GIII G-III Apparel Group…	—	13.95K	Thoát	$386,305	0.0%
RXO RXO, Inc.	—	25.22K	Thoát	$368,761	0.0%
PHI	—	17.58K	Thoát	$361,388	0.0%
WIX Wix.com Ltd.	—	3.97K	Thoát	$350,662	0.0%
OSIS OSI Systems, Inc.	—	1.32K	Thoát	$350,209	0.0%
MLPB	—	11.87K	Thoát	$344,541	0.0%
TFI State Street SPDR…	—	7.63K	Thoát	$344,315	0.0%
ZBIO Zenas BioPharma, Inc.	—	16.84K	Thoát	$329,320	0.0%
GRND Grindr Inc.	—	26.14K	Thoát	$316,057	0.0%
UDMY	—	68.22K	Thoát	$315,072	0.0%
CRVS Corvus Pharmaceuticals…	—	19.80K	Thoát	$289,630	0.0%
BNDW	—	4.21K	Thoát	$288,012	0.0%
PAHC Phibro Animal Health…	—	5.17K	Thoát	$286,065	0.0%
CSGS CSG Systems…	—	3.56K	Thoát	$284,451	0.0%
MNRO Monro Inc.	—	17.17K	Thoát	$275,408	0.0%
CGMM Capital Group U.S.…	—	9.06K	Thoát	$266,119	0.0%
NE Noble Corporation Plc	—	5.37K	Thoát	$263,261	0.0%
RZLV Rezolve AI PLC	—	102.58K	Thoát	$262,598	0.0%
BLFY	—	19.79K	Thoát	$262,046	0.0%
CATX Perspective…	—	61.86K	Thoát	$257,974	0.0%
CALX Calix, Inc.	—	5.23K	Thoát	$256,316	0.0%
FND Floor & Decor Holdings…	—	5.27K	Thoát	$254,727	0.0%
RCI Rogers Communications…	—	6.80K	Thoát	$254,485	0.0%
BHR	—	106.11K	Thoát	$250,411	0.0%
SRRK Scholar Rock Holding…	—	5.02K	Thoát	$246,588	0.0%
ATMU Atmus Filtration…	—	4.27K	Thoát	$242,137	0.0%
QTWO Q2 Holdings, Inc.	—	5.08K	Thoát	$239,341	0.0%
WSR	—	14.61K	Thoát	$236,000	0.0%
DOCS Doximity, Inc.	—	10.26K	Thoát	$235,616	0.0%
FOR Forestar Group Inc.	—	9.62K	Thoát	$235,065	0.0%
CVRX	—	24.84K	Thoát	$235,025	0.0%
MNR	—	16.56K	Thoát	$231,868	0.0%
NXDR Nextdoor Holdings, Inc.	—	164.88K	Thoát	$230,830	0.0%
PLUS ePlus inc.	—	3.06K	Thoát	$230,417	0.0%
LRGG	—	8.98K	Thoát	$230,145	0.0%
PKST	—	10.97K	Thoát	$229,248	0.0%
AEHR Aehr Test Systems	—	6.15K	Thoát	$228,044	0.0%
OPY	—	2.54K	Thoát	$226,186	0.0%
NMIH NMI Holdings, Inc.	—	5.94K	Thoát	$222,733	0.0%
CNXN PC Connection, Inc.	—	3.79K	Thoát	$221,564	0.0%
CENX Century Aluminum Company	—	3.77K	Thoát	$221,557	0.0%
PRDO Perdoceo Education…	—	5.89K	Thoát	$219,353	0.0%
FIW	—	2.10K	Thoát	$216,780	0.0%
VIOG	—	1.74K	Thoát	$215,946	0.0%
EDU New Oriental Education…	—	3.85K	Thoát	$214,914	0.0%
HCC Warrior Met Coal, Inc.	—	2.29K	Thoát	$213,035	0.0%
PAAS Pan American Silver…	—	3.97K	Thoát	$211,645	0.0%
DMLP	—	7.78K	Thoát	$210,702	0.0%
TRMK Trustmark Corporation	—	4.97K	Thoát	$209,563	0.0%
AUID	—	160.00K	Thoát	$208,000	0.0%
KNG FT Cboe Vest S&P 500…	—	4.39K	Thoát	$207,707	0.0%
FREL	—	7.66K	Thoát	$206,212	0.0%
MWA Mueller Water Products…	—	7.46K	Thoát	$205,077	0.0%
SPXX	—	12.49K	Thoát	$203,801	0.0%
CSV	—	4.40K	Thoát	$200,956	0.0%
SVIX	—	12.00K	Thoát	$188,520	0.0%
EHAB	—	12.47K	Thoát	$175,661	0.0%
VIPS Vipshop Holdings Limited	—	11.32K	Thoát	$175,393	0.0%
AVNS Avanos Medical, Inc.	—	12.22K	Thoát	$171,120	0.0%
FFWM	—	27.77K	Thoát	$163,869	0.0%

Tuổi vị thế

3260–1 quý

25712–4 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
Cerity Partners LLC	2314	61.5%	0.8675	So sánh ⇄
Mariner, LLC	2128	51.6%	0.859	So sánh ⇄
Fifth Third Bancorp	2550	57.4%	0.8397	So sánh ⇄
HighTower Advisors, LLC	2268	55.1%	0.8364	So sánh ⇄
Commonwealth Equity Services, Llc	2206	49.5%	0.8218	So sánh ⇄
Captrust Financial Advisors	2212	59.3%	0.812	So sánh ⇄
Rockefeller Capital Management L.P.	2683	57.1%	0.7984	So sánh ⇄
Bank of New York Mellon Corp	2441	53.8%	0.7694	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 17 2026 13F-HR/A · kỳ Q2 2026

$77.49B · 3,198 vị thế · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

Aug 12 2026 13F-HR · kỳ Q2 2026

$78.57B · 3,904 vị thế · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$69.90B · 3,546 vị thế · Xem hồ sơ SEC gốc ↗

Mar 09 2026 13F-HR/A · kỳ Q4 2025

$73.54B · 2,642 vị thế · bản sửa đổi (new holdings) · Xem hồ sơ SEC gốc ↗

Feb 19 2026 13F-HR · kỳ Q4 2025

$75.23B · 5,244 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$63.46B · 4,907 vị thế · Xem hồ sơ SEC gốc ↗

Sep 26 2025 13F-HR/A · kỳ Q2 2025

$75.16B · 4,272 vị thế · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

Aug 15 2025 13F-HR · kỳ Q2 2025

$94.97B · 4,851 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 Aug 17, 2026 · Phương pháp tính thay đổi

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