Hồ sơ lưu nhà quản lý · quý lưu trữ

Cwm, Llc

Omaha, NE · CIK 1535847 · Hồ sơ EDGAR ↗

Q1 2026 Q4 2025 Chênh lệch ⇄

$36.91BGiá trị 13F được báo cáo

5,622Vị thế

18.5%Tỷ trọng top 10

154.10Danh mục nắm giữ hiệu lực

—Doanh thu ước tính

+0Mới

−0Thoát 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. Không có hồ sơ nộp trước đó tương đương — các cột thay đổi không khả dụng trong quý này. Values normalized from a filing reported in $ thousands — the original filing shows the as-reported figures.

Giá trị được báo cáo theo quý Q4 2025 → Q1 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 68.4%

Công nghệ 11.3%

Chăm sóc sức khỏe 4.4%

Hàng tiêu dùng chu kỳ 3.8%

Công nghiệp 3.4%

Dịch vụ Truyền thông 2.9%

Hàng tiêu dùng thiết yếu 2.2%

Năng lượng 1.4%

Tiện ích 0.9%

Vật liệu Cơ bản 0.7%

Bất động sản 0.6%

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

Danh mục đầu tư · Q4 2025

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	IVV iShares Core S&P 500 ETF	2.7%	$983,429	1.44M	—	n/c	1
2	SPYM State Street SPDR Portfolio…	2.3%	$831,020	10.36M	—	n/c	1
3	IUSB iShares Core Universal USD…	2.2%	$800,217	17.19M	—	n/c	1
4	AAPL Apple Inc.	2.0%	$736,801	2.71M	—	n/c	1
5	SPDW State Street SPDR Portfolio…	1.9%	$689,268	15.52M	—	n/c	1
6	NVDA NVIDIA Corporation	1.7%	$629,230	3.37M	—	n/c	1
7	IVW iShares S&P 500 Growth ETF	1.6%	$588,597	4.78M	—	n/c	1
8	IVE iShares S&P 500 Value ETF	1.5%	$546,981	2.58M	—	n/c	1
9	MSFT Microsoft Corporation	1.4%	$517,935	1.07M	—	n/c	1
10	DYNF iShares U.S. Equity Factor…	1.3%	$487,372	8.01M	—	n/c	1
11	SPAB State Street SPDR Portfolio…	1.3%	$468,489	18.19M	—	n/c	1
12	QUAL iShares MSCI USA Quality…	1.2%	$446,086	2.25M	—	n/c	1
13	OEF iShares S&P 100 ETF	1.1%	$408,406	1.19M	—	n/c	1
14	EFV iShares MSCI EAFE Value ETF	1.1%	$393,018	5.50M	—	n/c	1
15	BOND PIMCO Active Bond…	1.0%	$386,243	4.15M	—	n/c	1
16	IEMG iShares Core MSCI Emerging…	1.0%	$382,488	5.69M	—	n/c	1
17	SPMO Invesco S&P 500 Momentum ETF	1.0%	$357,027	2.99M	—	n/c	1
18	AMZN Amazon.com, Inc.	1.0%	$355,610	1.54M	—	n/c	1
19	SPY State Street SPDR S&P 500…	0.9%	$342,352	502.04K	—	n/c	1
20	GOOGL Alphabet Inc.	0.9%	$325,504	1.04M	—	n/c	1
21	LGLV SPDR SERIES TRUST	0.9%	$316,756	1.80M	—	n/c	1
22	QQQ Invesco QQQ Trust, Series 1	0.9%	$315,793	514.06K	—	n/c	1
23	VUG Vanguard Morningstar Growth…	0.9%	$313,976	643.58K	—	n/c	1
24	SPYG State Street SPDR Portfolio…	0.8%	$303,371	2.84M	—	n/c	1
25	MTUM iShares MSCI USA Momentum…	0.8%	$285,710	1.14M	—	n/c	1
26	SPTM State Street SPDR Portfolio…	0.7%	$269,473	3.27M	—	n/c	1
27	SCHG Schwab U.S. Large-Cap…	0.7%	$243,300	7.46M	—	n/c	1
28	SPYV State Street SPDR Portfolio…	0.6%	$232,072	4.09M	—	n/c	1
29	BIL State Street SPDR Bloomberg…	0.6%	$225,807	2.47M	—	n/c	1
30	AVGO Broadcom Inc.	0.6%	$225,262	650.86K	—	n/c	1
31	SPMD State Street SPDR Portfolio…	0.6%	$207,939	3.59M	—	n/c	1
32	BILS State Street SPDR Bloomberg…	0.6%	$204,139	2.06M	—	n/c	1
33	XLK State Street Technology…	0.5%	$202,284	1.41M	—	n/c	1
34	BRK-B Berkshire Hathaway Inc.	0.5%	$193,432	384.82K	—	n/c	1
35	TOTL State Street DoubleLine…	0.5%	$190,792	4.74M	—	n/c	1
36	MBB iShares MBS ETF	0.5%	$181,881	1.91M	—	n/c	1
37	SPTI State Street SPDR Portfolio…	0.5%	$181,378	6.29M	—	n/c	1
38	TSLA Tesla, Inc.	0.5%	$175,169	389.51K	—	n/c	1
39	JPM JPMorgan Chase & Co.	0.5%	$172,745	536.11K	—	n/c	1
40	BAI iShares A.I. Innovation and…	0.5%	$170,517	5.12M	—	n/c	1
41	BUFR FT Vest Laddered Buffer ETF	0.5%	$170,075	4.96M	—	n/c	1
42	MINT PIMCO Enhanced Short…	0.5%	$168,126	1.68M	—	n/c	1
43	META Meta Platforms, Inc.	0.5%	$166,860	252.78K	—	n/c	1
44	VTV Vanguard Morningstar Value…	0.4%	$164,222	859.85K	—	n/c	1
45	TLH iShares 10-20 Year Treasury…	0.4%	$161,806	1.59M	—	n/c	1
46	IAU iShares Gold Trust	0.4%	$158,615	1.95M	—	n/c	1
47	ULST SSGA ACTIVE ETF TR	0.4%	$154,025	3.80M	—	n/c	1
48	SCHD Schwab U.S. Dividend Equity…	0.4%	$151,004	5.51M	—	n/c	1
49	GLD SPDR Gold Shares	0.4%	$150,638	380.10K	—	n/c	1
50	FBND Fidelity Total Bond ETF	0.4%	$150,499	3.27M	—	n/c	1
51	LLY Eli Lilly and Company	0.4%	$148,124	137.83K	—	n/c	1
52	PVAL Putnam Focused Large Cap…	0.4%	$148,086	3.25M	—	n/c	1
53	GOOG Alphabet Inc.	0.4%	$140,130	446.56K	—	n/c	1
54	VOO Vanguard S&P 500 ETF	0.4%	$138,449	220.76K	—	n/c	1
55	WMT Walmart Inc.	0.4%	$137,427	1.23M	—	n/c	1
56	JNJ Johnson & Johnson	0.4%	$135,940	656.88K	—	n/c	1
57	JGRO JPMorgan Active Growth ETF	0.4%	$134,785	1.45M	—	n/c	1
58	JIRE JPMorgan International…	0.3%	$127,761	1.71M	—	n/c	1
59	SPEU SPDR INDEX SHS FDS	0.3%	$126,846	2.43M	—	n/c	1
60	XONA.DE Exxon Mobil Corporation	0.3%	$126,824	1.05M	—	n/c	1
61	THRO iShares U.S. Thematic…	0.3%	$125,770	3.26M	—	n/c	1
62	SPEM State Street SPDR Portfolio…	0.3%	$114,135	2.44M	—	n/c	1
63	PYLD PIMCO Multisector Bond…	0.3%	$112,536	4.22M	—	n/c	1
64	IAGG iShares Core International…	0.3%	$108,922	2.18M	—	n/c	1
65	CORP PIMCO Investment Grade…	0.3%	$108,513	1.11M	—	n/c	1
66	MRK Merck & Co., Inc.	0.3%	$107,052	1.02M	—	n/c	1
67	RSSB TIDAL TRUST II	0.3%	$106,174	3.78M	—	n/c	1
68	SPIP SPDR SERIES TRUST	0.3%	$106,011	4.09M	—	n/c	1
69	ABBV AbbVie Inc.	0.3%	$105,106	460.00K	—	n/c	1
70	BINC iShares Flexible Income…	0.3%	$104,286	1.98M	—	n/c	1
71	CSCO Cisco Systems, Inc.	0.3%	$102,448	1.33M	—	n/c	1
72	CGGR Capital Group Growth ETF	0.3%	$100,295	2.26M	—	n/c	1
73	PG The Procter & Gamble Company	0.3%	$98,301	685.93K	—	n/c	1
74	HEGD LISTED FDS TR	0.3%	$98,113	3.89M	—	n/c	1
75	GTO Invesco Total Return Bond…	0.3%	$97,730	2.06M	—	n/c	1
76	ITA iShares U.S. Aerospace &…	0.3%	$97,438	453.85K	—	n/c	1
77	AVDE Avantis International…	0.3%	$94,730	1.15M	—	n/c	1
78	JEPI JPMorgan Equity Premium…	0.3%	$94,622	1.65M	—	n/c	1
79	SCHZ Schwab U.S. Aggregate Bond…	0.3%	$94,004	4.02M	—	n/c	1
80	LDUR PIMCO ETF TR	0.2%	$90,182	939.93K	—	n/c	1
81	V Visa Inc.	0.2%	$89,561	255.37K	—	n/c	1
82	WT WisdomTree, Inc.	1.2%	$87,475	859.11K	—	n/c	1
83	PLTR Palantir Technologies Inc.	0.2%	$87,438	491.91K	—	n/c	1
84	CGDV Capital Group Dividend…	0.2%	$87,184	2.00M	—	n/c	1
85	QQQM Invesco NASDAQ 100 ETF	0.2%	$85,474	337.95K	—	n/c	1
86	IEFA iShares Core MSCI EAFE ETF	0.2%	$84,993	950.07K	—	n/c	1
87	HD The Home Depot, Inc.	0.2%	$83,350	242.23K	—	n/c	1
88	VCSH Vanguard Short-Term…	0.2%	$80,291	1.01M	—	n/c	1
89	CTA SIMPLIFY EXCHANGE TRADED FUN	0.2%	$80,139	2.94M	—	n/c	1
90	ITOT iShares Core S&P Total U.S.…	0.2%	$79,642	535.62K	—	n/c	1
91	GLDM SPDR Gold MiniShares Trust	0.2%	$79,524	931.52K	—	n/c	1
92	GE GE Aerospace	0.2%	$78,506	254.87K	—	n/c	1
93	CGBL Capital Group Core Balanced…	0.2%	$76,597	2.17M	—	n/c	1
94	WT WisdomTree, Inc.	1.2%	$76,501	1.65M	—	n/c	1
95	BAC Bank of America Corporation	0.2%	$76,284	1.39M	—	n/c	1
96	WT WisdomTree, Inc.	1.2%	$75,572	1.38M	—	n/c	1
97	DBND DOUBLELINE ETF TRUST	0.2%	$75,213	1.62M	—	n/c	1
98	USMV iShares MSCI USA Min Vol…	0.2%	$74,926	795.73K	—	n/c	1
99	PEP PepsiCo, Inc.	0.2%	$73,857	514.61K	—	n/c	1
100	MUB iShares National Muni Bond…	0.2%	$73,684	687.92K	—	n/c	1
101	SPTL State Street SPDR Portfolio…	0.2%	$72,796	2.75M	—	n/c	1
102	AGG iShares Core U.S. Aggregate…	0.2%	$71,858	719.45K	—	n/c	1
103	SCHF Schwab International Equity…	0.2%	$70,535	2.93M	—	n/c	1
104	TAXF AMERICAN CENTY ETF TR	0.2%	$70,015	1.39M	—	n/c	1
105	VTI Vanguard Morningstar Total…	0.2%	$68,030	202.91K	—	n/c	1
106	RDVY First Trust Rising Dividend…	0.2%	$67,443	970.83K	—	n/c	1
107	CAT Caterpillar Inc.	0.2%	$67,230	117.36K	—	n/c	1
108	MOAT VanEck Morningstar Wide…	0.2%	$66,958	646.56K	—	n/c	1
109	BMY Bristol-Myers Squibb Company	0.2%	$66,270	1.23M	—	n/c	1
110	IBM International Business…	0.2%	$65,335	220.57K	—	n/c	1
111	VEU Vanguard FTSE All-World…	0.2%	$64,510	876.97K	—	n/c	1
112	JBND JPMorgan Active Bond ETF	0.2%	$63,726	1.18M	—	n/c	1
113	XLC State Street Communication…	0.2%	$63,128	536.25K	—	n/c	1
114	ORCL Oracle Corporation	0.2%	$63,003	323.24K	—	n/c	1
115	IUSV iShares Core S&P U.S. Value…	0.2%	$62,864	613.07K	—	n/c	1
116	GSST GOLDMAN SACHS ETF TR	0.2%	$62,699	1.24M	—	n/c	1
117	RSST TIDAL TRUST II	0.2%	$62,170	2.19M	—	n/c	1
118	COST Costco Wholesale Corporation	0.2%	$61,834	71.70K	—	n/c	1
119	IWF iShares Russell 1000 Growth…	0.2%	$61,803	130.58K	—	n/c	1
120	JMEE JPMorgan Small & Mid Cap…	0.2%	$61,723	958.74K	—	n/c	1
121	USHY iShares Broad USD High…	0.2%	$61,455	1.64M	—	n/c	1
122	VZ Verizon Communications Inc.	0.2%	$60,559	1.49M	—	n/c	1
123	XLU State Street Utilities…	0.2%	$59,064	1.38M	—	n/c	1
124	FBCG Fidelity Blue Chip Growth…	0.2%	$58,662	1.07M	—	n/c	1
125	T AT&T Inc.	0.2%	$57,548	2.32M	—	n/c	1
126	TJX The TJX Companies, Inc.	0.2%	$57,242	372.64K	—	n/c	1
127	JPST JPMorgan Ultra-Short Income…	0.2%	$56,424	1.12M	—	n/c	1
128	MU Micron Technology, Inc.	0.2%	$56,231	197.02K	—	n/c	1
129	VYMI Vanguard International High…	0.2%	$55,726	619.18K	—	n/c	1
130	DFEM Dimensional - Emerging…	0.1%	$55,404	1.67M	—	n/c	1
131	CVX Chevron Corporation	0.1%	$54,839	359.81K	—	n/c	1
132	SNOW Snowflake Inc.	0.1%	$54,815	249.89K	—	n/c	1
133	AGGY WISDOMTREE TR	0.1%	$54,502	1.24M	—	n/c	1
134	AMGN Amgen Inc.	0.1%	$53,608	163.78K	—	n/c	1
135	EMB iShares J.P. Morgan USD…	0.1%	$53,498	555.65K	—	n/c	1
136	FELC Fidelity Enhanced Large Cap…	0.1%	$53,309	1.40M	—	n/c	1
137	UNH UnitedHealth Group…	0.1%	$52,443	158.87K	—	n/c	1
138	SPMB State Street SPDR Portfolio…	0.1%	$52,358	2.34M	—	n/c	1
139	CIBR First Trust Nasdaq…	0.1%	$52,220	730.87K	—	n/c	1
140	FMUB FIDELITY MERRIMACK STR TR	0.1%	$52,053	1.02M	—	n/c	1
141	ACN Accenture plc	0.1%	$50,992	190.06K	—	n/c	1
142	IGIB iShares 5-10 Year…	0.1%	$50,896	944.62K	—	n/c	1
143	KO The Coca-Cola Company	0.1%	$50,407	721.03K	—	n/c	1
144	XLE State Street Energy Select…	0.1%	$50,362	1.13M	—	n/c	1
145	AMD Advanced Micro Devices, Inc.	0.1%	$50,118	234.02K	—	n/c	1
146	XAR State Street SPDR S&P…	0.1%	$49,856	206.67K	—	n/c	1
147	DIVI FRANKLIN TEMPLETON ETF TR	0.1%	$48,397	1.24M	—	n/c	1
148	MUNI PIMCO Intermediate…	0.1%	$48,359	922.71K	—	n/c	1
149	VOE Vanguard Morningstar…	0.1%	$48,296	272.29K	—	n/c	1
150	DFIV Dimensional - International…	0.1%	$48,254	967.01K	—	n/c	1
151	WT WisdomTree, Inc.	1.2%	$48,208	539.06K	—	n/c	1
152	JEPQ JPMorgan Nasdaq Equity…	0.1%	$47,876	823.75K	—	n/c	1
153	MA Mastercard Incorporated	0.1%	$47,525	83.25K	—	n/c	1
154	REGN Regeneron Pharmaceuticals…	0.1%	$46,752	60.57K	—	n/c	1
155	FTGS FIRST TR EXCHANGE-TRADED FD	0.1%	$46,322	1.31M	—	n/c	1
156	AVEM Avantis Emerging Markets…	0.1%	$46,303	601.18K	—	n/c	1
157	IJH iShares Core S&P Mid-Cap ETF	0.1%	$45,436	688.42K	—	n/c	1
158	LMT Lockheed Martin Corporation	0.1%	$45,416	93.90K	—	n/c	1
159	QYLD Global X - Nasdaq 100…	0.1%	$44,982	2.55M	—	n/c	1
160	NFLX Netflix, Inc.	0.1%	$44,020	469.50K	—	n/c	1
161	GILD Gilead Sciences, Inc.	0.1%	$43,563	354.92K	—	n/c	1
162	SCHB Schwab U.S. Broad Market ETF	0.1%	$43,247	1.65M	—	n/c	1
163	FLQM Franklin U.S. Mid Cap…	0.1%	$42,961	763.62K	—	n/c	1
164	JSCP J P MORGAN EXCHANGE TRADED F	0.1%	$42,678	897.40K	—	n/c	1
165	SPTS State Street SPDR Portfolio…	0.1%	$42,264	1.44M	—	n/c	1
166	ESGU iShares ESG Aware MSCI USA…	0.1%	$41,369	277.69K	—	n/c	1
167	ABT Abbott Laboratories	0.1%	$41,004	327.28K	—	n/c	1
168	BA The Boeing Company	0.1%	$40,902	188.38K	—	n/c	1
169	WFC Wells Fargo & Company	0.1%	$40,707	436.77K	—	n/c	1
170	DFAE Dimensional - Emerging Core…	0.1%	$40,634	1.25M	—	n/c	1
171	PFE Pfizer Inc.	0.1%	$40,472	1.63M	—	n/c	1
172	BNDX Vanguard Total…	0.1%	$40,086	829.59K	—	n/c	1
173	WT WisdomTree, Inc.	1.2%	$39,257	890.39K	—	n/c	1
174	JVAL J P MORGAN EXCHANGE TRADED F	0.1%	$39,127	797.21K	—	n/c	1
175	EMGF iShares Emerging Markets…	0.1%	$39,079	675.53K	—	n/c	1
176	BNY Bank of New York Mellon Corp	0.1%	$38,839	334.56K	—	n/c	1
177	TRV The Travelers Companies…	0.1%	$38,245	131.85K	—	n/c	1
178	IUS INVESCO EXCH TRD SLF IDX FD	0.1%	$38,175	667.86K	—	n/c	1
179	RTX RTX Corporation	0.1%	$38,049	207.46K	—	n/c	1
180	XMMO Invesco S&P MidCap Momentum…	0.1%	$37,768	272.77K	—	n/c	1
181	VCIT Vanguard Intermediate-Term…	0.1%	$37,317	445.58K	—	n/c	1
182	GD General Dynamics Corporation	0.1%	$37,104	110.21K	—	n/c	1
183	VBR Vanguard Morningstar…	0.1%	$36,840	173.95K	—	n/c	1
184	VOT Vanguard Morningstar…	0.1%	$36,818	131.90K	—	n/c	1
185	CRM Salesforce, Inc.	0.1%	$36,709	138.57K	—	n/c	1
186	UNP Union Pacific Corporation	0.1%	$36,115	156.13K	—	n/c	1
187	IGEB ISHARES TR	0.1%	$36,077	790.13K	—	n/c	1
188	SMMU PIMCO ETF TR	0.1%	$35,864	711.16K	—	n/c	1
189	LVHI Franklin International Low…	0.1%	$35,770	971.49K	—	n/c	1
190	GS The Goldman Sachs Group…	0.1%	$35,519	40.41K	—	n/c	1
191	FNDF Schwab Fundamental…	0.1%	$35,365	782.25K	—	n/c	1
192	QCOM QUALCOMM Incorporated	0.1%	$35,256	206.12K	—	n/c	1
193	INTC Intel Corp.	0.1%	$35,164	952.96K	—	n/c	1
194	VBK Vanguard Morningstar…	0.1%	$34,753	115.03K	—	n/c	1
195	MCD McDonald's Corporation	0.1%	$34,564	113.09K	—	n/c	1
196	DFIS Dimensional - International…	0.1%	$34,472	1.05M	—	n/c	1
197	AVUV Avantis U.S. Small Cap…	0.1%	$34,435	337.66K	—	n/c	1
198	SGOV iShares 0-3 Month Treasury…	0.1%	$34,370	342.40K	—	n/c	1
199	ALL The Allstate Corporation	0.1%	$33,999	163.34K	—	n/c	1
200	XTL SPDR SERIES TRUST	0.1%	$33,959	221.63K	—	n/c	1
201	VEA Vanguard FTSE Developed…	0.1%	$33,843	541.76K	—	n/c	1
202	CRWD CrowdStrike Holdings, Inc.	0.1%	$33,784	72.07K	—	n/c	1
203	DFLV Dimensional - US Large Cap…	0.1%	$33,129	968.39K	—	n/c	1
204	CNC Centene Corp.	0.1%	$33,124	804.95K	—	n/c	1
205	SSUS STRATEGY SHS	0.1%	$32,596	668.64K	—	n/c	1
206	CB Chubb Limited	0.1%	$32,359	103.68K	—	n/c	1
207	VLUE iShares MSCI USA Value…	0.1%	$31,756	232.25K	—	n/c	1
208	EXPE Expedia Group, Inc.	0.1%	$31,649	111.71K	—	n/c	1
209	CBOE Cboe Global Markets, Inc.	0.1%	$31,606	125.92K	—	n/c	1
210	MDT Medtronic plc	0.1%	$31,595	328.91K	—	n/c	1
211	FDX FedEx Corporation	0.1%	$31,206	108.03K	—	n/c	1
212	WT WisdomTree, Inc.	1.2%	$30,778	658.92K	—	n/c	1
213	WT WisdomTree, Inc.	1.2%	$30,733	433.71K	—	n/c	1
214	PANW Palo Alto Networks, Inc.	0.1%	$30,692	166.62K	—	n/c	1
215	SPSM State Street SPDR Portfolio…	0.1%	$30,352	647.72K	—	n/c	1
216	ANET Arista Networks, Inc.	0.1%	$30,323	231.42K	—	n/c	1
217	VNLA Janus Henderson Short…	0.1%	$29,918	608.83K	—	n/c	1
218	TEAM Atlassian Corporation	0.1%	$29,838	184.03K	—	n/c	1
219	XSMO Invesco S&P SmallCap…	0.1%	$29,778	413.53K	—	n/c	1
220	UPS United Parcel Service, Inc.	0.1%	$29,495	297.36K	—	n/c	1
221	SPHY State Street SPDR Portfolio…	0.1%	$29,461	1.24M	—	n/c	1
222	PCG PG&E Corporation	0.1%	$29,459	1.83M	—	n/c	1
223	AEP American Electric Power…	0.1%	$29,452	255.41K	—	n/c	1
224	TTC The Toro Company	0.1%	$29,369	373.08K	—	n/c	1
225	VB Vanguard Morningstar…	0.1%	$29,258	113.42K	—	n/c	1
226	MO Altria Group, Inc.	0.1%	$29,052	503.84K	—	n/c	1
227	PCAR PACCAR Inc	0.1%	$28,457	259.86K	—	n/c	1
228	FIX Comfort Systems USA, Inc.	0.1%	$28,297	30.32K	—	n/c	1
229	ZM Zoom Communications, Inc.	0.1%	$28,274	327.66K	—	n/c	1
230	NI NiSource Inc	0.1%	$28,093	672.74K	—	n/c	1
231	ISRG Intuitive Surgical, Inc.	0.1%	$28,047	49.52K	—	n/c	1
232	VIG Vanguard Dividend…	0.1%	$27,525	125.24K	—	n/c	1
233	RSP Invesco S&P 500 Equal…	0.1%	$27,426	143.17K	—	n/c	1
234	DIS The Walt Disney Company	0.1%	$27,108	238.27K	—	n/c	1
235	WM Waste Management, Inc.	0.1%	$27,051	123.12K	—	n/c	1
236	ADBE Adobe Inc.	0.1%	$26,998	77.14K	—	n/c	1
237	EIX Edison International	0.1%	$26,978	449.49K	—	n/c	1
238	PFFD GLOBAL X FDS	0.1%	$26,975	1.43M	—	n/c	1
239	BALT INNOVATOR ETFS TRUST	0.1%	$26,381	787.26K	—	n/c	1
240	CGMS Capital Group U.S.…	0.1%	$26,370	954.76K	—	n/c	1
241	FYLD CAMBRIA ETF TR	0.1%	$26,314	809.90K	—	n/c	1
242	IDMO Invesco S&P International…	0.1%	$26,298	473.24K	—	n/c	1
243	GSY Invesco Ultra Short…	0.1%	$26,233	522.04K	—	n/c	1
244	PIMCO ETF TR (chưa ánh xạ)	—	$26,186	526.94K	—		—
245	APH Amphenol Corporation	0.1%	$26,033	192.64K	—	n/c	1
246	JMUB JPMorgan Municipal ETF	0.1%	$26,011	515.08K	—	n/c	1
247	CMCSA Comcast Corporation	0.1%	$25,902	866.57K	—	n/c	1
248	BOXX EA SERIES TRUST	0.1%	$25,848	224.57K	—	n/c	1
249	INTF iShares International…	0.1%	$25,830	684.25K	—	n/c	1
250	ACGL Arch Capital Group Ltd.	0.1%	$25,715	268.08K	—	n/c	1
251	BRK-A Berkshire Hathaway Inc.	0.1%	$25,663	34	—	n/c	1
252	GM General Motors Company	0.1%	$25,570	314.44K	—	n/c	1
253	ED Consolidated Edison, Inc.	0.1%	$25,567	257.42K	—	n/c	1
254	IYW iShares U.S. Technology ETF	0.1%	$25,525	127.83K	—	n/c	1
255	DUK Duke Energy Corporation	0.1%	$25,141	214.50K	—	n/c	1
256	BKNG Booking Holdings Inc.	0.1%	$25,079	4.68K	—	n/c	1
257	CMDT PIMCO ETF TR	0.1%	$25,010	906.48K	—	n/c	1
258	UBER Uber Technologies, Inc.	0.1%	$24,748	302.88K	—	n/c	1
259	GOVT iShares U.S. Treasury Bond…	0.1%	$24,668	1.07M	—	n/c	1
260	EG Everest Group, Ltd.	0.1%	$24,634	72.59K	—	n/c	1
261	VO Vanguard Morningstar…	0.1%	$24,616	84.82K	—	n/c	1
262	SCI Service Corporation…	0.1%	$24,500	314.23K	—	n/c	1
263	ALB Albemarle Corporation	0.1%	$24,497	173.20K	—	n/c	1
264	MS Morgan Stanley	0.1%	$24,444	137.69K	—	n/c	1
265	DIVO Amplify CWP Enhanced…	0.1%	$24,379	547.84K	—	n/c	1
266	MINO PIMCO ETF TR	0.1%	$24,235	534.74K	—	n/c	1
267	CGUS Capital Group Core Equity…	0.1%	$24,227	602.21K	—	n/c	1
268	VICTORY PORTFOLIOS II (chưa ánh xạ)	—	$24,143	782.96K	—		—
269	ABNB Airbnb, Inc.	0.1%	$24,074	177.38K	—	n/c	1
270	ETN Eaton Corporation plc	0.1%	$23,881	74.98K	—	n/c	1
271	GEV GE Vernova Inc.	0.1%	$23,840	36.48K	—	n/c	1
272	IWD iShares Russell 1000 Value…	0.1%	$23,786	113.08K	—	n/c	1
273	J Jacobs Solutions Inc.	0.1%	$23,741	179.24K	—	n/c	1
274	PNC The PNC Financial Services…	0.1%	$23,631	113.21K	—	n/c	1
275	HYS PIMCO ETF TR	0.1%	$23,604	248.94K	—	n/c	1
276	DFAC Dimensional - US Core…	0.1%	$23,562	595.14K	—	n/c	1
277	COF Capital One Financial…	0.1%	$23,490	96.92K	—	n/c	1
278	EAGG iShares ESG Aware U.S.…	0.1%	$23,486	490.82K	—	n/c	1
279	CI Cigna Corporation	0.1%	$23,340	84.80K	—	n/c	1
280	FSEP FIRST TR EXCHNG TRADED FD VI	0.1%	$23,318	452.25K	—	n/c	1
281	BUFZ FIRST TR EXCHNG TRADED FD VI	0.1%	$23,162	873.05K	—	n/c	1
282	WCMI FIRST TR EXCHANGE-TRADED FD	0.1%	$23,034	1.35M	—	n/c	1
283	SSO PROSHARES TR	0.1%	$22,954	396.31K	—	n/c	1
284	IWR iShares Russell Mid-Cap ETF	0.1%	$22,859	237.45K	—	n/c	1
285	WPC W. P. Carey Inc.	0.1%	$22,797	354.21K	—	n/c	1
286	VMI Valmont Industries, Inc.	0.1%	$22,734	56.51K	—	n/c	1
287	GRNY TIDAL TRUST I	0.1%	$22,628	913.89K	—	n/c	1
288	FSLR First Solar, Inc.	0.1%	$22,509	86.17K	—	n/c	1
289	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$22,469	446.78K	—	n/c	1
290	LRCX Lam Research Corporation	0.1%	$22,423	130.99K	—	n/c	1
291	ICSH iShares Ultra Short…	0.1%	$22,228	439.45K	—	n/c	1
292	CRWV CoreWeave, Inc. Class A…	0.1%	$22,058	308.03K	—	n/c	1
293	PM Philip Morris International…	0.1%	$21,953	136.86K	—	n/c	1
294	AMAT Applied Materials, Inc.	0.1%	$21,874	85.12K	—	n/c	1
295	C Citigroup Inc.	0.1%	$21,747	186.37K	—	n/c	1
296	XLRE State Street Real Estate…	0.1%	$21,342	528.92K	—	n/c	1
297	SPSB State Street SPDR Portfolio…	0.1%	$21,320	705.97K	—	n/c	1
298	TXN Texas Instruments…	0.1%	$21,152	121.92K	—	n/c	1
299	MCK McKesson Corporation	0.1%	$20,932	25.52K	—	n/c	1
300	IWM iShares Russell 2000 ETF	0.1%	$20,931	85.03K	—	n/c	1
301	EVRG Evergy, Inc.	0.1%	$20,864	287.82K	—	n/c	1
302	SJM The J. M. Smucker Company	0.1%	$20,785	212.50K	—	n/c	1
303	NEE NextEra Energy, Inc.	0.1%	$20,724	258.14K	—	n/c	1
304	ARKW ARK ETF TR	0.1%	$20,712	140.20K	—	n/c	1
305	PDBC Invesco Optimum Yield…	0.1%	$20,701	1.56M	—	n/c	1
306	EMXC iShares MSCI Emerging…	0.1%	$20,673	284.44K	—	n/c	1
307	WRB W. R. Berkley Corporation	0.1%	$20,622	294.09K	—	n/c	1
308	JCPB JPMorgan Core Plus Bond ETF	0.1%	$20,465	432.21K	—	n/c	1
309	MEDP Medpace Holdings, Inc.	0.1%	$20,414	36.35K	—	n/c	1
310	XLF State Street Financial…	0.1%	$20,391	372.31K	—	n/c	1
311	INCY Incyte Corporation	0.1%	$20,329	205.82K	—	n/c	1
312	NEM Newmont Corporation	0.1%	$20,259	202.89K	—	n/c	1
313	MMM 3M Company	0.1%	$20,143	125.81K	—	n/c	1
314	CDC VICTORY PORTFOLIOS II	0.1%	$20,101	305.07K	—	n/c	1
315	IJR iShares Core S&P Small-Cap…	0.1%	$20,060	166.92K	—	n/c	1
316	IBIT iShares Bitcoin Trust ETF	0.1%	$19,973	402.28K	—	n/c	1
317	LCTU BLACKROCK ETF TRUST	0.1%	$19,870	268.19K	—	n/c	1
318	MRVL Marvell Technology, Inc.	0.1%	$19,775	232.70K	—	n/c	1
319	BUFD FT Vest Laddered Deep…	0.1%	$19,754	699.51K	—	n/c	1
320	SPLV Invesco S&P 500 Low…	0.1%	$19,673	275.45K	—	n/c	1
321	XME State Street SPDR S&P…	0.1%	$19,671	189.86K	—	n/c	1
322	XLY State Street Consumer…	0.1%	$19,542	163.66K	—	n/c	1
323	LMBS First Trust Low Duration…	0.1%	$19,492	389.91K	—	n/c	1
324	COWZ Pacer US Cash Cows 100 ETF	0.1%	$19,451	323.27K	—	n/c	1
325	NOW ServiceNow, Inc.	0.1%	$19,415	126.74K	—	n/c	1
326	HEQT SIMPLIFY EXCHANGE TRADED FUN	0.1%	$19,399	605.28K	—	n/c	1
327	EFG iShares MSCI EAFE Growth ETF	0.1%	$19,211	168.64K	—	n/c	1
328	SPIB State Street SPDR Portfolio…	0.1%	$19,080	564.34K	—	n/c	1
329	IWB iShares Russell 1000 ETF	0.1%	$19,075	51.08K	—	n/c	1
330	JBHT J.B. Hunt Transport…	0.1%	$19,000	97.77K	—	n/c	1
331	NTRA Natera, Inc.	0.1%	$18,999	82.93K	—	n/c	1
332	RBLX Roblox Corporation	0.1%	$18,973	234.15K	—	n/c	1
333	GIS General Mills, Inc.	0.1%	$18,966	407.88K	—	n/c	1
334	INTU Intuit Inc.	0.1%	$18,958	28.62K	—	n/c	1
335	XLV State Street Health Care…	0.1%	$18,949	122.41K	—	n/c	1
336	WT WisdomTree, Inc.	1.2%	$18,893	375.46K	—	n/c	1
337	PAVE Global X - U.S.…	0.1%	$18,808	393.56K	—	n/c	1
338	FTI TechnipFMC plc	0.1%	$18,767	421.16K	—	n/c	1
339	CTRA Coterra Energy Inc.	0.1%	$18,737	711.90K	—	n/c	1
340	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$18,736	279.10K	—	n/c	1
341	FDEC FIRST TR EXCHNG TRADED FD VI	0.1%	$18,720	365.75K	—	n/c	1
342	JAVA JPMorgan Active Value ETF	0.1%	$18,710	260.87K	—	n/c	1
343	KHC The Kraft Heinz Company	0.1%	$18,637	768.55K	—	n/c	1
344	ESTC Elastic N.V.	0.1%	$18,578	246.26K	—	n/c	1
345	FJUL FIRST TR EXCHNG TRADED FD VI	0.1%	$18,569	332.09K	—	n/c	1
346	MAA Mid-America Apartment…	0.1%	$18,397	132.44K	—	n/c	1
347	BONDBLOXX ETF TRUST (chưa ánh xạ)	—	$18,357	368.90K	—		—
348	VGIT Vanguard Intermediate-Term…	0.1%	$18,345	306.10K	—	n/c	1
349	VRSN VeriSign, Inc.	0.1%	$18,332	75.46K	—	n/c	1
350	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$18,268	148.15K	—	n/c	1
351	SDG ISHARES TR	0.0%	$18,261	216.81K	—	n/c	1
352	KMI Kinder Morgan, Inc.	0.0%	$18,251	663.91K	—	n/c	1
353	DFSV Dimensional - US Small Cap…	0.0%	$18,106	550.49K	—	n/c	1
354	XLB State Street Materials…	0.0%	$18,093	398.97K	—	n/c	1
355	JMST JPMorgan Ultra-Short…	0.0%	$18,008	353.51K	—	n/c	1
356	BONDBLOXX ETF TRUST (chưa ánh xạ)	—	$17,872	352.37K	—		—
357	KMB Kimberly-Clark Corporation	0.0%	$17,802	176.45K	—	n/c	1
358	EFA iShares MSCI EAFE ETF	0.0%	$17,796	185.32K	—	n/c	1
359	ILMN Illumina, Inc.	0.0%	$17,777	135.53K	—	n/c	1
360	EALT INNOVATOR ETFS TRUST	0.0%	$17,755	503.12K	—	n/c	1
361	WDC Western Digital Corporation	0.0%	$17,662	102.53K	—	n/c	1
362	TROW T. Rowe Price Group, Inc.	0.0%	$17,638	172.28K	—	n/c	1
363	TLT iShares 20+ Year Treasury…	0.0%	$17,546	201.31K	—	n/c	1
364	TPR Tapestry, Inc.	0.0%	$17,424	136.37K	—	n/c	1
365	SCHX Schwab U.S. Large-Cap ETF	0.0%	$17,262	641.48K	—	n/c	1
366	SDVY First Trust SMID Cap Rising…	0.0%	$17,185	448.47K	—	n/c	1
367	PSX Phillips 66	0.0%	$17,172	133.08K	—	n/c	1
368	MDYV State Street SPDR S&P 400…	0.0%	$17,047	201.38K	—	n/c	1
369	FLOT iShares Floating Rate Bond…	0.0%	$16,855	331.40K	—	n/c	1
370	FV First Trust Dorsey Wright…	0.0%	$16,804	267.07K	—	n/c	1
371	SGOL abrdn Physical Gold Shares…	0.0%	$16,790	408.71K	—	n/c	1
372	AR Antero Resources Corporation	0.0%	$16,723	485.30K	—	n/c	1
373	VCLT Vanguard Long-Term…	0.0%	$16,714	220.35K	—	n/c	1
374	TIP iShares TIPS Bond ETF	0.0%	$16,626	151.27K	—	n/c	1
375	DAL Delta Air Lines, Inc.	0.0%	$16,567	238.72K	—	n/c	1
376	IEF iShares 7-10 Year Treasury…	0.0%	$16,470	171.27K	—	n/c	1
377	LVS Las Vegas Sands Corp.	0.0%	$16,429	252.41K	—	n/c	1
378	ICVT iShares Convertible Bond ETF	0.0%	$16,412	166.62K	—	n/c	1
379	LYFT Lyft, Inc.	0.0%	$16,389	846.12K	—	n/c	1
380	ACWI iShares MSCI ACWI ETF	0.0%	$16,314	115.30K	—	n/c	1
381	FAUG FIRST TR EXCHNG TRADED FD VI	0.0%	$16,312	308.06K	—	n/c	1
382	ALGN Align Technology, Inc.	0.0%	$16,211	103.82K	—	n/c	1
383	IWV iShares Russell 3000 ETF	0.0%	$16,162	41.78K	—	n/c	1
384	DG Dollar General Corporation	0.0%	$15,923	119.93K	—	n/c	1
385	SNDK Sandisk Corporation	0.0%	$15,833	66.70K	—	n/c	1
386	IBTI ISHARES TR	0.0%	$15,780	705.55K	—	n/c	1
387	VWO Vanguard FTSE Emerging…	0.0%	$15,678	291.63K	—	n/c	1
388	IMCG iShares Morningstar Mid-Cap…	0.0%	$15,667	196.22K	—	n/c	1
389	IBTK ISHARES TR	0.0%	$15,610	786.60K	—	n/c	1
390	IBTJ ISHARES TR	0.0%	$15,597	710.72K	—	n/c	1
391	SUSC iShares ESG Aware USD…	0.0%	$15,577	666.11K	—	n/c	1
392	FTHI First Trust BuyWrite Income…	0.0%	$15,560	658.78K	—	n/c	1
393	CMI Cummins Inc.	0.0%	$15,507	30.38K	—	n/c	1
394	DFGR DIMENSIONAL ETF TRUST	0.0%	$15,344	580.77K	—	n/c	1
395	SRLN State Street Blackstone…	0.0%	$15,343	371.77K	—	n/c	1
396	FIBR ISHARES TR	0.0%	$15,335	170.84K	—	n/c	1
397	HRL Hormel Foods Corporation	0.0%	$15,215	641.97K	—	n/c	1
398	BBY Best Buy Co., Inc.	0.0%	$15,214	227.31K	—	n/c	1
399	AVDV Avantis International Small…	0.0%	$14,933	158.91K	—	n/c	1
400	FICS FIRST TR EXCHANGE TRADED FD	0.0%	$14,866	370.62K	—	n/c	1
401	TMO Thermo Fisher Scientific…	0.0%	$14,849	25.63K	—	n/c	1
402	ADSK Autodesk, Inc.	0.0%	$14,554	49.17K	—	n/c	1
403	IT Gartner, Inc.	0.0%	$14,553	57.68K	—	n/c	1
404	SO The Southern Company	0.0%	$14,429	165.47K	—	n/c	1
405	HSBC HSBC Holdings plc	0.0%	$14,387	182.88K	—	n/c	1
406	CMG Chipotle Mexican Grill, Inc.	0.0%	$14,370	388.37K	—	n/c	1
407	GSIE Goldman Sachs ActiveBeta…	0.0%	$14,344	334.05K	—	n/c	1
408	FTSL First Trust Senior Loan Fund	0.0%	$14,322	312.16K	—	n/c	1
409	FFEB FIRST TR EXCHNG TRADED FD VI	0.0%	$14,293	252.44K	—	n/c	1
410	TMUS T-Mobile US, Inc.	0.0%	$14,283	70.34K	—	n/c	1
411	ARM Arm Holdings plc American…	0.0%	$14,261	130.46K	—	n/c	1
412	IBDR iShares iBonds Dec 2026…	0.0%	$14,210	586.46K	—	n/c	1
413	AXP American Express Company	0.0%	$14,177	38.32K	—	n/c	1
414	FCX Freeport-McMoRan Inc.	0.0%	$14,084	277.30K	—	n/c	1
415	CME CME Group Inc.	0.0%	$14,049	51.45K	—	n/c	1
416	IGSB iShares 1-5 Year Investment…	0.0%	$13,955	263.89K	—	n/c	1
417	SLYG State Street SPDR S&P 600…	0.0%	$13,905	147.63K	—	n/c	1
418	IGE ISHARES TR	0.0%	$13,744	273.79K	—	n/c	1
419	MKTX MarketAxess Holdings Inc.	0.0%	$13,714	75.67K	—	n/c	1
420	XMHQ Invesco S&P MidCap Quality…	0.0%	$13,649	133.26K	—	n/c	1
421	ARKK ARK Innovation ETF	0.0%	$13,563	176.33K	—	n/c	1
422	NBIX Neurocrine Biosciences, Inc.	0.0%	$13,478	95.03K	—	n/c	1
423	BUYW NORTHERN LTS FD TR IV	0.0%	$13,457	939.71K	—	n/c	1
424	BITB Bitwise Bitcoin ETF Trust	0.0%	$13,238	278.35K	—	n/c	1
425	IDV iShares International…	0.0%	$13,070	331.30K	—	n/c	1
426	DHR Danaher Corporation	0.0%	$13,063	57.06K	—	n/c	1
427	SCHW The Charles Schwab…	0.0%	$12,963	129.75K	—	n/c	1
428	PJAN INNOVATOR ETFS TRUST	0.0%	$12,895	274.25K	—	n/c	1
429	PJUL INNOVATOR ETFS TRUST	0.0%	$12,871	277.22K	—	n/c	1
430	VNQ Vanguard Real Estate ETF	0.0%	$12,869	145.43K	—	n/c	1
431	IBTG iShares iBonds Dec 2026…	0.0%	$12,866	562.43K	—	n/c	1
432	BSCU Invesco BulletShares 2030…	0.0%	$12,841	758.95K	—	n/c	1
433	XT iShares Future Exponential…	0.0%	$12,838	184.09K	—	n/c	1
434	BKGI BNY MELLON ETF TRUST	0.0%	$12,759	316.29K	—	n/c	1
435	EXEL Exelixis, Inc.	0.0%	$12,742	290.71K	—	n/c	1
436	TIDAL TRUST I (chưa ánh xạ)	—	$12,647	513.91K	—		—
437	XSVM INVESCO EXCHANGE TRADED FD T	0.0%	$12,597	220.46K	—	n/c	1
438	IQV IQVIA Holdings Inc.	0.0%	$12,585	55.83K	—	n/c	1
439	IWP iShares Russell Mid-Cap…	0.0%	$12,569	91.78K	—	n/c	1
440	FDVV Fidelity High Dividend ETF	0.0%	$12,567	221.68K	—	n/c	1
441	ISCG ISHARES TR	0.0%	$12,556	226.40K	—	n/c	1
442	AME AMETEK, Inc.	0.0%	$12,551	61.13K	—	n/c	1
443	MLI Mueller Industries, Inc.	0.0%	$12,508	108.96K	—	n/c	1
444	SIMPLIFY EXCHANGE TRADED FUN (chưa ánh xạ)	—	$12,500	279.52K	—		—
445	ROP Roper Technologies, Inc.	0.0%	$12,449	27.97K	—	n/c	1
446	CTSH Cognizant Technology…	0.0%	$12,344	148.72K	—	n/c	1
447	IGV iShares Expanded…	0.0%	$12,309	116.46K	—	n/c	1
448	EXAS Exact Sciences Corporation	0.0%	$12,298	121.09K	—	n/c	1
449	SPOT Spotify Technology S.A.	0.0%	$12,233	21.07K	—	n/c	1
450	USB U.S. Bancorp	0.0%	$12,231	229.22K	—	n/c	1
451	ADT ADT Inc.	0.0%	$12,224	1.51M	—	n/c	1
452	VXF Vanguard Extended Market ETF	0.0%	$12,222	58.45K	—	n/c	1
453	IBTH ISHARES TR	0.0%	$12,178	541.95K	—	n/c	1
454	CATH GLOBAL X FDS	0.0%	$12,138	147.62K	—	n/c	1
455	IBDS iShares iBonds Dec 2027…	0.0%	$12,135	499.77K	—	n/c	1
456	DE Deere & Company	0.0%	$12,117	26.03K	—	n/c	1
457	MRSH Marsh & McLennan Companies…	0.0%	$11,941	64.36K	—	n/c	1
458	CVS CVS Health Corp.	0.0%	$11,921	150.22K	—	n/c	1
459	OMC Omnicom Group Inc.	0.0%	$11,846	146.70K	—	n/c	1
460	WT WisdomTree, Inc.	1.2%	$11,774	191.08K	—	n/c	1
461	ADI Analog Devices, Inc.	0.0%	$11,748	43.32K	—	n/c	1
462	LOW Lowe's Companies, Inc.	0.0%	$11,734	48.66K	—	n/c	1
463	BX Blackstone Inc.	0.0%	$11,712	75.98K	—	n/c	1
464	KDP Keurig Dr Pepper Inc.	0.0%	$11,708	417.99K	—	n/c	1
465	DFAS Dimensional - US Small Cap…	0.0%	$11,707	168.04K	—	n/c	1
466	FTLS First Trust Long/Short…	0.0%	$11,706	164.90K	—	n/c	1
467	NORTHERN LTS FD TR IV (chưa ánh xạ)	—	$11,687	418.75K	—		—
468	VRT Vertiv Holdings Co	0.0%	$11,659	71.97K	—	n/c	1
469	UTHR United Therapeutics…	0.0%	$11,650	23.91K	—	n/c	1
470	XLI State Street Industrial…	0.0%	$11,540	74.40K	—	n/c	1
471	FTNT Fortinet, Inc.	0.0%	$11,534	145.24K	—	n/c	1
472	MRNA Moderna, Inc.	0.0%	$11,480	389.30K	—	n/c	1
473	SCHV Schwab U.S. Large-Cap Value…	0.0%	$11,470	387.37K	—	n/c	1
474	DKNG DraftKings Inc.	0.0%	$11,467	332.77K	—	n/c	1
475	TEM Tempus AI, Inc.	0.0%	$11,467	194.19K	—	n/c	1
476	NVS Novartis AG	0.0%	$11,453	83.07K	—	n/c	1
477	PWR Quanta Services, Inc.	0.0%	$11,439	27.10K	—	n/c	1
478	IEUR iShares Core MSCI Europe ETF	0.0%	$11,392	160.50K	—	n/c	1
479	SPHD Invesco S&P 500 High…	0.0%	$11,355	236.57K	—	n/c	1
480	BBIN JPMorgan BetaBuilders…	0.0%	$11,351	156.96K	—	n/c	1
481	FJUN FIRST TR EXCHNG TRADED FD VI	0.0%	$11,297	197.99K	—	n/c	1
482	MDY State Street SPDR S&P…	0.0%	$11,190	18.55K	—	n/c	1
483	COP ConocoPhillips	0.0%	$11,185	119.48K	—	n/c	1
484	ULTA Ulta Beauty, Inc.	0.0%	$11,175	18.47K	—	n/c	1
485	CIEN Ciena Corporation	0.0%	$11,124	47.57K	—	n/c	1
486	AFSM FIRST TR EXCHNG TRADED FD VI	0.0%	$11,064	336.48K	—	n/c	1
487	TXT Textron Inc.	0.0%	$11,044	126.70K	—	n/c	1
488	IEI iShares 3-7 Year Treasury…	0.0%	$11,018	92.32K	—	n/c	1
489	QVAL EA SERIES TRUST	0.0%	$10,989	225.21K	—	n/c	1
490	PGR The Progressive Corporation	0.0%	$10,981	48.22K	—	n/c	1
491	CFG Citizens Financial Group…	0.0%	$10,951	187.48K	—	n/c	1
492	FVD First Trust Value Line…	0.0%	$10,937	237.34K	—	n/c	1
493	SBUX Starbucks Corporation	0.0%	$10,912	129.59K	—	n/c	1
494	DJAN FIRST TR EXCHNG TRADED FD VI	0.0%	$10,901	251.10K	—	n/c	1
495	JNK State Street SPDR Bloomberg…	0.0%	$10,867	111.79K	—	n/c	1
496	AMP Ameriprise Financial, Inc.	0.0%	$10,864	22.16K	—	n/c	1
497	AVDS AMERICAN CENTY ETF TR	0.0%	$10,860	155.56K	—	n/c	1
498	VTHR Vanguard Russell 3000 ETF	0.0%	$10,843	36.10K	—	n/c	1
499	TSM Taiwan Semiconductor…	0.0%	$10,822	35.61K	—	n/c	1
500	HUBS HubSpot, Inc.	0.0%	$10,822	26.97K	—	n/c	1

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.

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
SPY	Put	26.40K	$1,547
SPY	Call	2.00K	$320
SPY	Put	13.70K	$312
SPY	Call	2.50K	$296
SPY	Call	1.70K	$222
SPY	Put	24.70K	$198
SPY	Call	1.60K	$176
SPY	Call	800	$153
SPY	Call	700	$124
SPY	Put	16.90K	$123
SPY	Call	900	$114
SPY	Put	12.40K	$58
SPY	Call	400	$56
SPY	Put	12.60K	$45
CRWV	Call	2.50K	$33
NVDA	Put	3.70K	$28
CRWV	Call	2.50K	$26
NVDA	Call	2.00K	$24
CRWV	Call	2.50K	$22
SPY	Put	2.00K	$18
NVDA	Put	4.00K	$16
SPY	Call	200	$16
SPY	Put	15.20K	$14
SPY	Put	5.10K	$14
SPY	Put	6.40K	$14
SPY	Put	2.60K	$11
SPY	Put	2.00K	$11
SPY	Put	4.00K	$10
NVDA	Call	1.00K	$9
NVDA	Call	1.00K	$9
UBER	Put	2.50K	$9
SPY	Put	13.70K	$8
GDX	Call	2.00K	$8
AAPL	Put	800	$5
AMZN	Put	700	$5
SPY	Put	200	$4
NVDA	Put	3.30K	$4
SPY	Put	200	$3
JOBY	Call	500	$3
SPY	Put	7.40K	$3
AAPL	Put	800	$3
SPY	Put	1.10K	$3
JOBY	Call	500	$2
SPY	Put	2.10K	$2
GE	Put	1.30K	$2
AMZN	Put	700	$2
SMCI	Call	1.00K	$2
SMCI	Call	1.00K	$2
GEV	Put	300	$1
SPY	Put	700	$1
SPY	Put	2.10K	$1
SMCI	Call	1.00K	$1
ACHR	Call	500	$1
SPY	Put	1.50K	$1
SPY	Put	900	$1
DKNG	Call	500	$0
SOUN	Call	200	$0
SPY	Put	600	$0
AMZN	Put	600	$0
AAPL	Put	2.20K	$0
AAPL	Put	900	$0
DJT	Put	100	$0
AZN	Put	6.30K	$0

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

Tuổi vị thế

51080–1 quý

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

Hồ sơ nộp

May 14 2026 13F-HR · kỳ Q1 2026

$38.05B · 5,738 vị thế · Xem hồ sơ SEC gốc ↗

Jan 26 2026 13F-HR · kỳ Q4 2025

$36.91M · 5,622 vị thế · Xem hồ sơ SEC gốc ↗

Oct 15 2025 13F-HR · kỳ Q3 2025

$33.25M · 5,526 vị thế · Xem hồ sơ SEC gốc ↗

Jul 25 2025 13F-HR · kỳ Q2 2025

$28.36M · 5,277 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: Q4 2025 · hồ sơ mới nhất May 14, 2026 · Phương pháp tính thay đổi

☆ Cwm, Llc

Cwm, Llc