Hồ sơ lưu nhà quản lý

Cwm, Llc

Omaha, NE · CIK 1535847 · Hồ sơ EDGAR ↗

Q1 2026 Q4 2025 Chênh lệch ⇄

$38.05BGiá trị 13F được báo cáo

5,738Vị thế

17.8%Tỷ trọng top 10

167.50Danh mục nắm giữ hiệu lực

9.6%Doanh thu ước tính

+187Mới

−122Thoát 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 → Q1 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 67.6% (-0.8pp)

Công nghệ 10.5% (-0.8pp)

Chăm sóc sức khỏe 4.5% (+0.1pp)

Công nghiệp 4.0% (+0.6pp)

Hàng tiêu dùng chu kỳ 3.8% (+0.0pp)

Dịch vụ Truyền thông 2.7% (-0.2pp)

Hàng tiêu dùng thiết yếu 2.4% (+0.2pp)

Năng lượng 1.9% (+0.5pp)

Tiện ích 1.1% (+0.2pp)

Vật liệu Cơ bản 0.9% (+0.2pp)

Bất động sản 0.7% (+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 · Q1 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	IVV iShares Core S&P 500 ETF	2.4%	$910.90M	1.39M	-2.9%	▼ Trim	2+
2	SPYM State Street SPDR Portfolio…	2.3%	$861.46M	11.26M	+8.7%	▲ Add	2+
3	IUSB iShares Core Universal USD…	2.1%	$813.71M	17.62M	+2.5%	▲ Add	2+
4	SPDW State Street SPDR Portfolio…	2.1%	$807.20M	17.68M	+13.9%	▲ Add	2+
5	AAPL Apple Inc.	1.8%	$693.06M	2.73M	+0.8%	▲ Add	2+
6	NVDA NVIDIA Corporation	1.6%	$605.86M	3.47M	+3.0%	▲ Add	2+
7	IVE iShares S&P 500 Value ETF	1.4%	$542.00M	2.57M	-0.5%	▼ Trim	2+
8	IVW iShares S&P 500 Growth ETF	1.4%	$540.43M	4.78M	+0.1%	▲ Add	2+
9	CORO iShares International…	1.4%	$521.14M	16.21M	Mới	New	1
10	DYNF iShares U.S. Equity Factor…	1.2%	$455.56M	7.83M	-2.3%	▼ Trim	2+
11	SPY State Street SPDR S&P 500…	1.2%	$444.10M	682.87K	+36.0%	▲ Add	2+
12	MSFT Microsoft Corporation	1.2%	$439.15M	1.19M	+10.8%	▲ Add	2+
13	SPMO Invesco S&P 500 Momentum ETF	1.1%	$402.65M	3.59M	+20.0%	▲ Add	2+
14	SPTI State Street SPDR Portfolio…	1.0%	$368.22M	12.85M	+104.3%	▲ Add	2+
15	QUAL iShares MSCI USA Quality…	1.0%	$362.39M	1.89M	-15.9%	▼ Trim	2+
16	SPAB State Street SPDR Portfolio…	0.9%	$358.72M	14.00M	-23.0%	▼ Trim	2+
17	BOND PIMCO Active Bond…	0.9%	$345.26M	3.74M	-9.8%	▼ Trim	2+
18	AMZN Amazon.com, Inc.	0.9%	$337.35M	1.62M	+5.1%	▲ Add	2+
19	LGLV SPDR SERIES TRUST	0.8%	$317.72M	1.78M	-1.1%	▼ Trim	2+
20	VUG Vanguard Morningstar Growth…	0.8%	$285.43M	653.48K	+1.5%	▲ Add	2+
21	QQQ Invesco QQQ Trust, Series 1	0.7%	$283.25M	490.75K	-4.5%	▼ Trim	2+
22	GOOGL Alphabet Inc.	0.7%	$276.87M	962.84K	-7.4%	▼ Trim	2+
23	MTUM iShares MSCI USA Momentum…	0.7%	$275.76M	1.15M	+0.7%	▲ Add	2+
24	SPYG State Street SPDR Portfolio…	0.7%	$272.27M	2.78M	-2.2%	▼ Trim	2+
25	SPTM State Street SPDR Portfolio…	0.7%	$264.81M	3.35M	+2.5%	▲ Add	2+
26	BIL State Street SPDR Bloomberg…	0.6%	$241.09M	2.63M	+6.5%	▲ Add	2+
27	SPYV State Street SPDR Portfolio…	0.6%	$235.48M	4.16M	+1.9%	▲ Add	2+
28	IEMG iShares Core MSCI Emerging…	0.6%	$226.49M	3.25M	-42.9%	▼ Trim	2+
29	EFV iShares MSCI EAFE Value ETF	0.6%	$225.31M	3.03M	-44.9%	▼ Trim	2+
30	TOTL State Street DoubleLine…	0.6%	$216.73M	5.46M	+15.1%	▲ Add	2+
31	SCHG Schwab U.S. Large-Cap…	0.6%	$209.89M	7.21M	-3.4%	▼ Trim	2+
32	AVGO Broadcom Inc.	0.5%	$206.51M	667.21K	+2.5%	▲ Add	2+
33	BILS State Street SPDR Bloomberg…	0.5%	$200.82M	2.02M	-1.9%	▼ Trim	2+
34	BRK-B Berkshire Hathaway Inc.	0.5%	$189.07M	394.55K	+2.5%	▲ Add	2+
35	BAI iShares A.I. Innovation and…	0.5%	$184.88M	5.61M	+9.6%	▲ Add	2+
36	MBB iShares MBS ETF	0.5%	$182.97M	1.93M	+0.9%	▲ Add	2+
37	FBND Fidelity Total Bond ETF	0.5%	$176.30M	3.86M	+18.2%	▲ Add	2+
38	WMT Walmart Inc.	0.5%	$176.19M	1.42M	+14.9%	▲ Add	2+
39	XONA.DE Exxon Mobil Corporation	0.5%	$174.89M	1.03M	-2.2%	▼ Trim	2+
40	BUFR FT Vest Laddered Buffer ETF	0.5%	$173.60M	5.14M	+3.5%	▲ Add	2+
41	GOVT iShares U.S. Treasury Bond…	0.5%	$172.96M	7.55M	+604.7%	▲ Add	2+
42	JNJ Johnson & Johnson	0.4%	$169.22M	692.27K	+5.4%	▲ Add	2+
43	VTV Vanguard Morningstar Value…	0.4%	$167.57M	854.07K	-0.7%	▼ Trim	2+
44	JPM JPMorgan Chase & Co.	0.4%	$161.85M	550.20K	+2.6%	▲ Add	2+
45	MINT PIMCO Enhanced Short…	0.4%	$161.28M	1.60M	-4.3%	▼ Trim	2+
46	ULST SSGA ACTIVE ETF TR	0.4%	$159.97M	3.95M	+3.9%	▲ Add	2+
47	TLH iShares 10-20 Year Treasury…	0.4%	$156.99M	1.56M	-2.1%	▼ Trim	2+
48	PVAL Putnam Focused Large Cap…	0.4%	$155.12M	3.34M	+2.9%	▲ Add	2+
49	TSLA Tesla, Inc.	0.4%	$153.64M	413.28K	+6.1%	▲ Add	2+
50	JIRE JPMorgan International…	0.4%	$144.88M	1.91M	+12.1%	▲ Add	2+
51	GLD SPDR Gold Shares	0.4%	$141.69M	329.28K	-13.4%	▼ Trim	2+
52	SPEM State Street SPDR Portfolio…	0.4%	$140.07M	2.99M	+22.5%	▲ Add	2+
53	META Meta Platforms, Inc.	0.4%	$139.94M	244.59K	-3.2%	▼ Trim	2+
54	IDEF iShares Defense Industrials…	0.4%	$139.07M	4.25M	Mới	New	1
55	BLCR iShares Large Cap Core…	0.4%	$138.88M	3.38M	Mới	New	1
56	XLK State Street Technology…	0.4%	$138.84M	1.04M	-25.6%	▼ Trim	2+
57	SPMD State Street SPDR Portfolio…	0.4%	$134.04M	2.26M	-37.0%	▼ Trim	2+
58	GOOG Alphabet Inc.	0.3%	$133.19M	464.32K	+4.0%	▲ Add	2+
59	LLY Eli Lilly and Company	0.3%	$132.52M	144.08K	+4.5%	▲ Add	2+
60	PYLD PIMCO Multisector Bond…	0.3%	$131.12M	5.00M	+18.6%	▲ Add	2+
61	VOO Vanguard S&P 500 ETF	0.3%	$128.17M	214.49K	-2.8%	▼ Trim	2+
62	SCHD Schwab U.S. Dividend Equity…	0.3%	$124.39M	4.05M	-26.4%	▼ Trim	2+
63	MRK Merck & Co., Inc.	0.3%	$121.56M	1.01M	-0.6%	▼ Trim	2+
64	FBCG Fidelity Blue Chip Growth…	0.3%	$120.91M	2.41M	+125.5%	▲ Add	2+
65	AVDE Avantis International…	0.3%	$120.06M	1.42M	+23.0%	▲ Add	2+
66	SPIP SPDR SERIES TRUST	0.3%	$119.18M	4.58M	+12.2%	▲ Add	2+
67	JGRO JPMorgan Active Growth ETF	0.3%	$118.77M	1.41M	-3.2%	▼ Trim	2+
68	THRO iShares U.S. Thematic…	0.3%	$118.30M	3.27M	+0.1%	▲ Add	2+
69	HEGD LISTED FDS TR	0.3%	$113.29M	4.59M	+17.9%	▲ Add	2+
70	IAGG iShares Core International…	0.3%	$112.88M	2.26M	+3.6%	▲ Add	2+
71	SCHZ Schwab U.S. Aggregate Bond…	0.3%	$111.21M	4.79M	+19.1%	▲ Add	2+
72	CORP PIMCO Investment Grade…	0.3%	$110.20M	1.14M	+2.7%	▲ Add	2+
73	RSSB TIDAL TRUST II	0.3%	$108.72M	4.00M	+5.8%	▲ Add	2+
74	PG The Procter & Gamble Company	0.3%	$108.38M	750.35K	+9.4%	▲ Add	2+
75	ABBV AbbVie Inc.	0.3%	$101.00M	464.40K	+1.0%	▲ Add	2+
76	CSCO Cisco Systems, Inc.	0.3%	$99.74M	1.29M	-3.4%	▼ Trim	2+
77	CGDV Capital Group Dividend…	0.3%	$99.55M	2.34M	+17.1%	▲ Add	2+
78	RAAX VANECK ETF TRUST	0.3%	$99.10M	2.43M	+1027.3%	▲ Add	2+
79	WT WisdomTree, Inc.	1.2%	$94.15M	861.98K	+1.9%	▲ Add	2+
80	BINC iShares Flexible Income…	0.2%	$93.45M	1.80M	-8.9%	▼ Trim	2+
81	CAT Caterpillar Inc.	0.2%	$92.27M	130.24K	+11.0%	▲ Add	2+
82	CTAP SIMPLIFY EXCHANGE TRADED FUN	0.2%	$90.23M	3.37M	Mới	New	1
83	VCSH Vanguard Short-Term…	0.2%	$88.89M	1.12M	+11.3%	▲ Add	2+
84	HD The Home Depot, Inc.	0.2%	$86.14M	261.91K	+8.1%	▲ Add	2+
85	GLDM SPDR Gold MiniShares Trust	0.2%	$85.53M	922.74K	-0.9%	▼ Trim	2+
86	LDUR PIMCO ETF TR	0.2%	$85.45M	891.77K	-5.1%	▼ Trim	2+
87	GE GE Aerospace	0.2%	$84.56M	297.99K	+16.9%	▲ Add	2+
88	QQQM Invesco NASDAQ 100 ETF	0.2%	$84.15M	354.13K	+4.8%	▲ Add	2+
89	GTO Invesco Total Return Bond…	0.2%	$83.67M	1.79M	-13.3%	▼ Trim	2+
90	CVX Chevron Corporation	0.2%	$82.53M	398.91K	+10.9%	▲ Add	2+
91	DBND DOUBLELINE ETF TRUST	0.2%	$82.24M	1.80M	+10.7%	▲ Add	2+
92	XLE State Street Energy Select…	0.2%	$82.22M	1.34M	+19.1%	▲ Add	2+
93	V Visa Inc.	0.2%	$81.52M	269.73K	+5.6%	▲ Add	2+
94	JPST JPMorgan Ultra-Short Income…	0.2%	$81.13M	1.60M	+43.7%	▲ Add	2+
95	CGGR Capital Group Growth ETF	0.2%	$80.46M	2.00M	-11.2%	▼ Trim	2+
96	COST Costco Wholesale Corporation	0.2%	$80.46M	80.75K	+12.6%	▲ Add	2+
97	MUB iShares National Muni Bond…	0.2%	$79.78M	751.60K	+9.3%	▲ Add	2+
98	SCHF Schwab International Equity…	0.2%	$79.66M	3.22M	+9.7%	▲ Add	2+
99	SPTL State Street SPDR Portfolio…	0.2%	$78.02M	2.97M	+7.9%	▲ Add	2+
100	SGOV iShares 0-3 Month Treasury…	0.2%	$77.96M	774.49K	+126.2%	▲ Add	2+
101	TAXF AMERICAN CENTY ETF TR	0.2%	$77.72M	1.55M	+11.7%	▲ Add	2+
102	JEPI JPMorgan Equity Premium…	0.2%	$77.64M	1.37M	-17.1%	▼ Trim	2+
103	WT WisdomTree, Inc.	1.2%	$76.97M	1.69M	+1.9%	▲ Add	2+
104	CGBL Capital Group Core Balanced…	0.2%	$76.72M	2.23M	+2.8%	▲ Add	2+
105	BMY Bristol-Myers Squibb Company	0.2%	$76.22M	1.26M	+2.3%	▲ Add	2+
106	IBM International Business…	0.2%	$75.45M	311.28K	+41.1%	▲ Add	2+
107	USHY iShares Broad USD High…	0.2%	$74.39M	2.02M	+22.9%	▲ Add	2+
108	MU Micron Technology, Inc.	0.2%	$74.14M	219.44K	+11.4%	▲ Add	2+
109	WT WisdomTree, Inc.	1.2%	$73.56M	1.41M	+1.9%	▲ Add	2+
110	VZ Verizon Communications Inc.	0.2%	$73.27M	1.46M	-1.8%	▼ Trim	2+
111	JVAL J P MORGAN EXCHANGE TRADED F	0.2%	$72.96M	1.49M	+87.3%	▲ Add	2+
112	JBND JPMorgan Active Bond ETF	0.2%	$71.18M	1.32M	+12.3%	▲ Add	2+
113	XLC State Street Communication…	0.2%	$70.89M	639.44K	+19.2%	▲ Add	2+
114	PLTR Palantir Technologies Inc.	0.2%	$70.68M	483.21K	-1.8%	▼ Trim	2+
115	VEU Vanguard FTSE All-World…	0.2%	$70.42M	937.62K	+6.9%	▲ Add	2+
116	JMEE JPMorgan Small & Mid Cap…	0.2%	$70.36M	1.05M	+9.9%	▲ Add	2+
117	ITOT iShares Core S&P Total U.S.…	0.2%	$69.75M	489.75K	-8.6%	▼ Trim	2+
118	BAC Bank of America Corporation	0.2%	$68.81M	1.41M	+1.8%	▲ Add	2+
119	USMV iShares MSCI USA Min Vol…	0.2%	$68.02M	733.42K	-7.8%	▼ Trim	2+
120	IAU iShares Gold Trust	0.2%	$67.56M	766.37K	-60.8%	▼ Trim	2+
121	IEFA iShares Core MSCI EAFE ETF	0.2%	$66.64M	736.10K	-22.5%	▼ Trim	2+
122	VTI Vanguard Morningstar Total…	0.2%	$66.33M	206.75K	+1.9%	▲ Add	2+
123	T AT&T Inc.	0.2%	$65.76M	2.27M	-2.1%	▼ Trim	2+
124	PEP PepsiCo, Inc.	0.2%	$64.78M	417.15K	-18.9%	▼ Trim	2+
125	RDVY First Trust Rising Dividend…	0.2%	$64.15M	939.51K	-3.2%	▼ Trim	2+
126	RSST TIDAL TRUST II	0.2%	$63.82M	2.26M	+2.9%	▲ Add	2+
127	VYMI Vanguard International High…	0.2%	$63.44M	673.22K	+8.7%	▲ Add	2+
128	DFEM Dimensional - Emerging…	0.2%	$63.13M	1.83M	+9.1%	▲ Add	2+
129	AGG iShares Core U.S. Aggregate…	0.2%	$63.05M	635.15K	-11.7%	▼ Trim	2+
130	XSW SPDR SERIES TRUST	0.2%	$62.94M	442.32K	Mới	New	1
131	PIMCO ETF TR (chưa ánh xạ)	—	$62.79M	1.27M	—		—
132	TJX The TJX Companies, Inc.	0.2%	$62.50M	391.33K	+5.0%	▲ Add	2+
133	SPEU SPDR INDEX SHS FDS	0.2%	$61.94M	1.21M	-50.3%	▼ Trim	2+
134	FELC Fidelity Enhanced Large Cap…	0.2%	$61.44M	1.69M	+21.3%	▲ Add	2+
135	GSST GOLDMAN SACHS ETF TR	0.2%	$61.30M	1.21M	-2.4%	▼ Trim	2+
136	MOAT VanEck Morningstar Wide…	0.2%	$60.43M	624.88K	-3.4%	▼ Trim	2+
137	FMUB FIDELITY MERRIMACK STR TR	0.2%	$60.41M	1.19M	+16.9%	▲ Add	2+
138	DIVI FRANKLIN TEMPLETON ETF TR	0.2%	$60.14M	1.51M	+21.4%	▲ Add	2+
139	TCHP T. Rowe Price Blue Chip…	0.2%	$59.83M	1.35M	+2627.2%	▲ Add	2+
140	LMT Lockheed Martin Corporation	0.2%	$59.39M	98.26K	+4.7%	▲ Add	2+
141	PFE Pfizer Inc.	0.2%	$59.30M	2.11M	+29.9%	▲ Add	2+
142	AVEM Avantis Emerging Markets…	0.2%	$59.09M	733.28K	+22.0%	▲ Add	2+
143	NFLX Netflix, Inc.	0.2%	$58.29M	606.27K	+29.1%	▲ Add	2+
144	IUSV iShares Core S&P U.S. Value…	0.2%	$58.17M	568.93K	-7.2%	▼ Trim	2+
145	DFIV Dimensional - International…	0.1%	$56.96M	1.08M	+11.6%	▲ Add	2+
146	AGGY WISDOMTREE TR	0.1%	$55.88M	1.29M	+3.9%	▲ Add	2+
147	AMGN Amgen Inc.	0.1%	$55.48M	157.67K	-3.7%	▼ Trim	2+
148	KO The Coca-Cola Company	0.1%	$55.43M	728.89K	+1.1%	▲ Add	2+
149	SPMB State Street SPDR Portfolio…	0.1%	$54.05M	2.41M	+3.3%	▲ Add	2+
150	VOE Vanguard Morningstar…	0.1%	$53.60M	290.86K	+6.8%	▲ Add	2+
151	MUNI PIMCO Intermediate…	0.1%	$51.85M	993.47K	+7.7%	▲ Add	2+
152	REGN Regeneron Pharmaceuticals…	0.1%	$51.30M	66.40K	+9.6%	▲ Add	2+
153	JEPQ JPMorgan Nasdaq Equity…	0.1%	$50.94M	917.53K	+11.4%	▲ Add	2+
154	UNH UnitedHealth Group…	0.1%	$49.93M	184.51K	+16.1%	▲ Add	2+
155	OEF iShares S&P 100 ETF	0.1%	$49.58M	155.87K	-86.9%	▼ Trim	2+
156	IWF iShares Russell 1000 Growth…	0.1%	$49.35M	115.73K	-11.4%	▼ Trim	2+
157	FIX Comfort Systems USA, Inc.	0.1%	$48.68M	35.30K	+16.4%	▲ Add	2+
158	AMD Advanced Micro Devices, Inc.	0.1%	$47.86M	235.28K	+0.5%	▲ Add	2+
159	LVHI Franklin International Low…	0.1%	$47.76M	1.18M	+21.3%	▲ Add	2+
160	LRCX Lam Research Corporation	0.1%	$47.35M	221.60K	+69.2%	▲ Add	2+
161	BNDX Vanguard Total…	0.1%	$47.06M	979.39K	+18.1%	▲ Add	2+
162	XTL SPDR SERIES TRUST	0.1%	$47.04M	250.14K	+12.9%	▲ Add	2+
163	IGIB iShares 5-10 Year…	0.1%	$46.56M	874.95K	-7.4%	▼ Trim	2+
164	WT WisdomTree, Inc.	1.2%	$46.32M	527.28K	+1.9%	▲ Add	2+
165	GILD Gilead Sciences, Inc.	0.1%	$46.28M	332.10K	-6.4%	▼ Trim	2+
166	IJH iShares Core S&P Mid-Cap ETF	0.1%	$44.63M	660.94K	-4.0%	▼ Trim	2+
167	FTGS FIRST TR EXCHANGE-TRADED FD	0.1%	$44.58M	1.31M	-0.1%	▼ Trim	2+
168	QYLD Global X - Nasdaq 100…	0.1%	$43.91M	2.56M	+0.6%	▲ Add	2+
169	JSCP J P MORGAN EXCHANGE TRADED F	0.1%	$43.87M	927.43K	+3.4%	▲ Add	2+
170	MA Mastercard Incorporated	0.1%	$42.85M	85.76K	+3.0%	▲ Add	2+
171	DFAE Dimensional - Emerging Core…	0.1%	$42.85M	1.27M	+1.4%	▲ Add	2+
172	SCHB Schwab U.S. Broad Market ETF	0.1%	$42.50M	1.69M	+2.7%	▲ Add	2+
173	FDX FedEx Corporation	0.1%	$42.47M	119.23K	+10.4%	▲ Add	2+
174	BA The Boeing Company	0.1%	$42.20M	212.05K	+12.6%	▲ Add	2+
175	GEV GE Vernova Inc.	0.1%	$41.64M	47.71K	+30.8%	▲ Add	2+
176	PCG PG&E Corporation	0.1%	$41.32M	2.35M	+28.3%	▲ Add	2+
177	VLUE iShares MSCI USA Value…	0.1%	$41.21M	289.85K	+24.8%	▲ Add	2+
178	IUS INVESCO EXCH TRD SLF IDX FD	0.1%	$40.62M	701.42K	+5.0%	▲ Add	2+
179	DFLV Dimensional - US Large Cap…	0.1%	$40.60M	1.14M	+17.4%	▲ Add	2+
180	EIX Edison International	0.1%	$40.50M	553.44K	+23.1%	▲ Add	2+
181	SMMU PIMCO ETF TR	0.1%	$40.17M	796.20K	+12.0%	▲ Add	2+
182	VBR Vanguard Morningstar…	0.1%	$40.05M	184.35K	+6.0%	▲ Add	2+
183	WT WisdomTree, Inc.	1.2%	$39.92M	906.99K	+1.9%	▲ Add	2+
184	JMST JPMorgan Ultra-Short…	0.1%	$39.85M	781.69K	+121.1%	▲ Add	2+
185	FNDF Schwab Fundamental…	0.1%	$39.80M	813.47K	+4.0%	▲ Add	2+
186	GD General Dynamics Corporation	0.1%	$39.52M	115.16K	+4.5%	▲ Add	2+
187	XPH SPDR SERIES TRUST	0.1%	$39.30M	726.55K	+363177.5%	▲ Add	2+
188	TRV The Travelers Companies…	0.1%	$39.10M	134.05K	+1.7%	▲ Add	2+
189	UNP Union Pacific Corporation	0.1%	$39.08M	161.09K	+3.2%	▲ Add	2+
190	RTX RTX Corporation	0.1%	$38.59M	200.03K	-3.6%	▼ Trim	2+
191	VCIT Vanguard Intermediate-Term…	0.1%	$38.23M	461.94K	+3.7%	▲ Add	2+
192	DFIS Dimensional - International…	0.1%	$38.17M	1.13M	+8.3%	▲ Add	2+
193	BNY Bank of New York Mellon Corp	0.1%	$38.03M	320.62K	-4.2%	▼ Trim	2+
194	CMDT PIMCO ETF TR	0.1%	$38.02M	1.18M	+30.0%	▲ Add	2+
195	WFC Wells Fargo & Company	0.1%	$37.79M	474.64K	+8.7%	▲ Add	2+
196	HYS PIMCO ETF TR	0.1%	$37.59M	402.98K	+61.9%	▲ Add	2+
197	AVUV Avantis U.S. Small Cap…	0.1%	$37.57M	340.06K	+0.7%	▲ Add	2+
198	ESGU iShares ESG Aware MSCI USA…	0.1%	$37.31M	263.83K	-5.0%	▼ Trim	2+
199	FLQM Franklin U.S. Mid Cap…	0.1%	$36.67M	667.64K	-12.6%	▼ Trim	2+
200	PNC The PNC Financial Services…	0.1%	$36.28M	174.34K	+54.0%	▲ Add	2+
201	INTC Intel Corp.	0.1%	$36.01M	816.09K	-14.4%	▼ Trim	2+
202	TTC The Toro Company	0.1%	$35.91M	384.27K	+3.0%	▲ Add	2+
203	CB Chubb Limited	0.1%	$35.86M	110.01K	+6.1%	▲ Add	2+
204	VBK Vanguard Morningstar…	0.1%	$35.79M	118.42K	+3.0%	▲ Add	2+
205	IGEB ISHARES TR	0.1%	$35.66M	791.34K	+0.1%	▲ Add	2+
206	ORCL Oracle Corporation	0.1%	$35.63M	242.18K	-25.1%	▼ Trim	2+
207	SNOW Snowflake Inc.	0.1%	$35.51M	235.48K	-5.8%	▼ Trim	2+
208	MS Morgan Stanley	0.1%	$35.21M	213.93K	+55.4%	▲ Add	2+
209	ALB Albemarle Corporation	0.1%	$35.02M	195.06K	+12.6%	▲ Add	2+
210	FTI TechnipFMC plc	0.1%	$35.02M	506.54K	+20.3%	▲ Add	2+
211	VEA Vanguard FTSE Developed…	0.1%	$34.03M	531.00K	-2.0%	▼ Trim	2+
212	EMGF iShares Emerging Markets…	0.1%	$33.94M	561.57K	-16.9%	▼ Trim	2+
213	ABT Abbott Laboratories	0.1%	$33.47M	325.97K	-0.4%	▼ Trim	2+
214	MO Altria Group, Inc.	0.1%	$33.39M	505.96K	+0.4%	▲ Add	2+
215	XSMO Invesco S&P SmallCap…	0.1%	$33.33M	438.44K	+6.0%	▲ Add	2+
216	PM Philip Morris International…	0.1%	$33.28M	201.29K	+47.1%	▲ Add	2+
217	WT WisdomTree, Inc.	1.2%	$33.21M	668.26K	+1.9%	▲ Add	2+
218	VNLA Janus Henderson Short…	0.1%	$33.20M	679.45K	+11.6%	▲ Add	2+
219	GS The Goldman Sachs Group…	0.1%	$33.13M	39.16K	-3.1%	▼ Trim	2+
220	FYLD CAMBRIA ETF TR	0.1%	$33.05M	885.22K	+9.3%	▲ Add	2+
221	AEP American Electric Power…	0.1%	$32.80M	250.24K	-2.0%	▼ Trim	2+
222	WDC Western Digital Corporation	0.1%	$32.70M	120.89K	+17.9%	▲ Add	2+
223	SPSM State Street SPDR Portfolio…	0.1%	$32.68M	676.31K	+4.4%	▲ Add	2+
224	SPTS State Street SPDR Portfolio…	0.1%	$32.41M	1.11M	-23.1%	▼ Trim	2+
225	CBOE Cboe Global Markets, Inc.	0.1%	$32.35M	115.11K	-8.6%	▼ Trim	2+
226	XLU State Street Utilities…	0.1%	$32.01M	697.50K	-49.6%	▼ Trim	2+
227	ALL The Allstate Corporation	0.1%	$31.91M	153.92K	-5.8%	▼ Trim	2+
228	WT WisdomTree, Inc.	1.2%	$31.71M	465.56K	+1.9%	▲ Add	2+
229	XAR State Street SPDR S&P…	0.1%	$31.64M	124.57K	-39.7%	▼ Trim	2+
230	JMUB JPMorgan Municipal ETF	0.1%	$31.60M	632.19K	+22.7%	▲ Add	2+
231	VOT Vanguard Morningstar…	0.1%	$31.13M	120.96K	-8.3%	▼ Trim	2+
232	PDBC Invesco Optimum Yield…	0.1%	$31.07M	1.79M	+14.8%	▲ Add	2+
233	CGMS Capital Group U.S.…	0.1%	$30.79M	1.13M	+18.4%	▲ Add	2+
234	UPS United Parcel Service, Inc.	0.1%	$30.73M	312.41K	+5.1%	▲ Add	2+
235	GM General Motors Company	0.1%	$30.01M	402.77K	+28.1%	▲ Add	2+
236	NI NiSource Inc	0.1%	$29.99M	642.75K	-4.5%	▼ Trim	2+
237	ACN Accenture plc	0.1%	$29.92M	150.91K	-20.6%	▼ Trim	2+
238	CIBR First Trust Nasdaq…	0.1%	$29.90M	477.06K	-34.7%	▼ Trim	2+
239	CI Cigna Corporation	0.1%	$29.70M	111.34K	+31.3%	▲ Add	2+
240	IDMO Invesco S&P International…	0.1%	$29.55M	538.91K	+13.9%	▲ Add	2+
241	RSP Invesco S&P 500 Equal…	0.1%	$29.17M	152.01K	+6.2%	▲ Add	2+
242	ETN Eaton Corporation plc	0.1%	$29.07M	81.27K	+8.4%	▲ Add	2+
243	PCAR PACCAR Inc	0.1%	$28.76M	249.04K	-4.2%	▼ Trim	2+
244	AMAT Applied Materials, Inc.	0.1%	$28.65M	83.81K	-1.5%	▼ Trim	2+
245	MCD McDonald's Corporation	0.1%	$28.60M	92.03K	-18.6%	▼ Trim	2+
246	GSY Invesco Ultra Short…	0.1%	$28.56M	569.76K	+9.1%	▲ Add	2+
247	ED Consolidated Edison, Inc.	0.1%	$28.42M	251.13K	-2.4%	▼ Trim	2+
248	ABNB Airbnb, Inc.	0.1%	$28.38M	224.73K	+26.7%	▲ Add	2+
249	CMCSA Comcast Corporation	0.1%	$28.37M	988.05K	+14.0%	▲ Add	2+
250	NOW ServiceNow, Inc.	0.1%	$27.80M	265.93K	+109.8%	▲ Add	2+
251	VB Vanguard Morningstar…	0.1%	$27.78M	106.06K	-6.5%	▼ Trim	2+
252	XMMO Invesco S&P MidCap Momentum…	0.1%	$27.69M	190.95K	-30.0%	▼ Trim	2+
253	VIG Vanguard Dividend…	0.1%	$27.56M	128.14K	+2.3%	▲ Add	2+
254	DUK Duke Energy Corporation	0.1%	$27.45M	209.65K	-2.3%	▼ Trim	2+
255	JCPB JPMorgan Core Plus Bond ETF	0.1%	$27.42M	582.36K	+34.7%	▲ Add	2+
256	CRWD CrowdStrike Holdings, Inc.	0.1%	$27.30M	69.92K	-3.0%	▼ Trim	2+
257	ANET Arista Networks, Inc.	0.1%	$27.29M	222.25K	-4.0%	▼ Trim	2+
258	DIVO Amplify CWP Enhanced…	0.1%	$27.03M	602.74K	+10.0%	▲ Add	2+
259	SNDK Sandisk Corporation	0.1%	$26.92M	42.37K	-36.5%	▼ Trim	2+
260	WM Waste Management, Inc.	0.1%	$26.63M	115.90K	-5.9%	▼ Trim	2+
261	APH Amphenol Corporation	0.1%	$26.30M	208.12K	+8.0%	▲ Add	2+
262	BKNG Booking Holdings Inc.	0.1%	$26.25M	6.23K	+33.1%	▲ Add	2+
263	TIDAL TRUST II (chưa ánh xạ)	—	$25.98M	1.11M	—		—
264	GRNY TIDAL TRUST I	0.1%	$25.90M	1.08M	+18.7%	▲ Add	2+
265	WCMI FIRST TR EXCHANGE-TRADED FD	0.1%	$25.83M	1.54M	+13.8%	▲ Add	2+
266	CRM Salesforce, Inc.	0.1%	$25.75M	137.93K	-0.5%	▼ Trim	2+
267	VICTORY PORTFOLIOS II (chưa ánh xạ)	—	$25.67M	850.42K	—		—
268	CNC Centene Corp.	0.1%	$25.59M	781.66K	-2.9%	▼ Trim	2+
269	EAGG iShares ESG Aware U.S.…	0.1%	$25.30M	532.00K	+8.4%	▲ Add	2+
270	ISRG Intuitive Surgical, Inc.	0.1%	$25.19M	54.63K	+10.3%	▲ Add	2+
271	XLF State Street Financial…	0.1%	$25.12M	508.75K	+36.6%	▲ Add	2+
272	JBHT J.B. Hunt Transport…	0.1%	$25.10M	118.44K	+21.1%	▲ Add	2+
273	BALT INNOVATOR ETFS TRUST	0.1%	$24.96M	745.82K	-5.3%	▼ Trim	2+
274	PSX Phillips 66	0.1%	$24.91M	136.71K	+2.7%	▲ Add	2+
275	UBER Uber Technologies, Inc.	0.1%	$24.88M	345.93K	+14.2%	▲ Add	2+
276	SSUS STRATEGY SHS	0.1%	$24.85M	532.31K	-20.4%	▼ Trim	2+
277	SCI Service Corporation…	0.1%	$24.85M	301.17K	-4.2%	▼ Trim	2+
278	NEM Newmont Corporation	0.1%	$24.84M	229.46K	+13.1%	▲ Add	2+
279	MINO PIMCO ETF TR	0.1%	$24.60M	544.63K	+1.9%	▲ Add	2+
280	IWD iShares Russell 1000 Value…	0.1%	$24.58M	115.02K	+1.7%	▲ Add	2+
281	VO Vanguard Morningstar…	0.1%	$24.52M	85.39K	+0.7%	▲ Add	2+
282	CTRA Coterra Energy Inc.	0.1%	$24.43M	695.26K	-2.3%	▼ Trim	2+
283	KMI Kinder Morgan, Inc.	0.1%	$24.38M	727.05K	+9.5%	▲ Add	2+
284	XLB State Street Materials…	0.1%	$24.32M	486.68K	+22.0%	▲ Add	2+
285	QCOM QUALCOMM Incorporated	0.1%	$24.27M	188.47K	-8.6%	▼ Trim	2+
286	NEE NextEra Energy, Inc.	0.1%	$24.26M	261.18K	+1.2%	▲ Add	2+
287	LMBS First Trust Low Duration…	0.1%	$24.06M	483.12K	+23.9%	▲ Add	2+
288	XLRE State Street Real Estate…	0.1%	$24.01M	588.06K	+11.2%	▲ Add	2+
289	VRT Vertiv Holdings Co	0.1%	$23.96M	95.62K	+32.9%	▲ Add	2+
290	CRWV CoreWeave, Inc. Class A…	0.1%	$23.83M	307.64K	-0.1%	▼ Trim	2+
291	BUFZ FIRST TR EXCHNG TRADED FD VI	0.1%	$23.80M	906.05K	+3.8%	▲ Add	2+
292	BRK-A Berkshire Hathaway Inc.	0.1%	$23.70M	33	-2.9%	▼ Trim	2+
293	ACGL Arch Capital Group Ltd.	0.1%	$23.63M	246.17K	-8.2%	▼ Trim	2+
294	C Citigroup Inc.	0.1%	$23.62M	208.31K	+11.8%	▲ Add	2+
295	PAVE Global X - U.S.…	0.1%	$23.40M	460.52K	+17.0%	▲ Add	2+
296	MRSH Marsh & McLennan Companies…	0.1%	$23.38M	134.81K	+109.5%	▲ Add	2+
297	SPSB State Street SPDR Portfolio…	0.1%	$23.30M	774.93K	+9.8%	▲ Add	2+
298	WPC W. P. Carey Inc.	0.1%	$23.30M	342.84K	-3.2%	▼ Trim	2+
299	EVRG Evergy, Inc.	0.1%	$22.94M	280.01K	-2.7%	▼ Trim	2+
300	BOXX EA SERIES TRUST	0.1%	$22.83M	196.29K	-12.6%	▼ Trim	2+
301	XLV State Street Health Care…	0.1%	$22.70M	154.81K	+26.5%	▲ Add	2+
302	MCK McKesson Corporation	0.1%	$22.67M	26.20K	+2.7%	▲ Add	2+
303	CGUS Capital Group Core Equity…	0.1%	$22.61M	588.58K	-2.3%	▼ Trim	2+
304	TXN Texas Instruments…	0.1%	$22.38M	115.26K	-5.5%	▼ Trim	2+
305	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$22.35M	448.07K	+0.3%	▲ Add	2+
306	VMI Valmont Industries, Inc.	0.1%	$22.35M	55.93K	-1.0%	▼ Trim	2+
307	XLY State Street Consumer…	0.1%	$22.27M	204.37K	+24.9%	▲ Add	2+
308	J Jacobs Solutions Inc.	0.1%	$22.19M	174.31K	-2.7%	▼ Trim	2+
309	AR Antero Resources Corporation	0.1%	$22.06M	519.76K	+7.1%	▲ Add	2+
310	SPLV Invesco S&P 500 Low…	0.1%	$22.04M	301.30K	+9.4%	▲ Add	2+
311	DFSV Dimensional - US Small Cap…	0.1%	$21.76M	620.86K	+12.8%	▲ Add	2+
312	CDC VICTORY PORTFOLIOS II	0.1%	$21.68M	303.54K	-0.5%	▼ Trim	2+
313	DHR Danaher Corporation	0.1%	$21.64M	114.14K	+100.0%	▲ Add	2+
314	ICSH iShares Ultra Short…	0.1%	$21.56M	425.91K	-3.1%	▼ Trim	2+
315	ACWI iShares MSCI ACWI ETF	0.1%	$21.50M	155.39K	+34.8%	▲ Add	2+
316	ADBE Adobe Inc.	0.1%	$21.42M	88.13K	+14.2%	▲ Add	2+
317	FSEP FIRST TR EXCHNG TRADED FD VI	0.1%	$21.39M	425.05K	-6.0%	▼ Trim	2+
318	MDT Medtronic plc	0.1%	$21.15M	244.08K	-25.8%	▼ Trim	2+
319	OXY Occidental Petroleum…	0.1%	$21.01M	323.17K	+49.8%	▲ Add	2+
320	IWM iShares Russell 2000 ETF	0.1%	$20.79M	83.84K	-1.4%	▼ Trim	2+
321	BUFD FT Vest Laddered Deep…	0.1%	$20.64M	736.97K	+5.4%	▲ Add	2+
322	PANW Palo Alto Networks, Inc.	0.1%	$20.44M	127.52K	-23.5%	▼ Trim	2+
323	DAL Delta Air Lines, Inc.	0.1%	$20.38M	306.49K	+28.4%	▲ Add	2+
324	FCX Freeport-McMoRan Inc.	0.1%	$20.23M	344.18K	+24.1%	▲ Add	2+
325	COWZ Pacer US Cash Cows 100 ETF	0.1%	$20.20M	322.90K	-0.1%	▼ Trim	2+
326	MSTR Strategy Inc	0.1%	$20.19M	161.81K	+550.8%	▲ Add	2+
327	IJR iShares Core S&P Small-Cap…	0.1%	$20.01M	160.96K	-3.6%	▼ Trim	2+
328	IGE ISHARES TR	0.1%	$19.97M	317.30K	+15.9%	▲ Add	2+
329	ARM Arm Holdings plc American…	0.1%	$19.93M	131.73K	+1.0%	▲ Add	2+
330	SGOL abrdn Physical Gold Shares…	0.1%	$19.89M	445.70K	+9.1%	▲ Add	2+
331	BONDBLOXX ETF TRUST (chưa ánh xạ)	—	$19.85M	400.95K	—		—
332	HEQT SIMPLIFY EXCHANGE TRADED FUN	0.1%	$19.83M	629.59K	+4.0%	▲ Add	2+
333	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$19.82M	289.45K	+3.7%	▲ Add	2+
334	FTHI First Trust BuyWrite Income…	0.1%	$19.77M	861.38K	+30.8%	▲ Add	2+
335	XLI State Street Industrial…	0.1%	$19.73M	121.98K	+64.0%	▲ Add	2+
336	MRNA Moderna, Inc.	0.1%	$19.65M	386.91K	-0.6%	▼ Trim	2+
337	GIS General Mills, Inc.	0.1%	$19.64M	527.77K	+29.4%	▲ Add	2+
338	INTF iShares International…	0.1%	$19.58M	502.68K	-26.5%	▼ Trim	2+
339	BKGI BNY MELLON ETF TRUST	0.1%	$19.42M	436.03K	+37.9%	▲ Add	2+
340	SJM The J. M. Smucker Company	0.1%	$19.41M	201.31K	-5.3%	▼ Trim	2+
341	VGIT Vanguard Intermediate-Term…	0.1%	$19.38M	325.41K	+6.3%	▲ Add	2+
342	EALT INNOVATOR ETFS TRUST	0.1%	$19.23M	572.59K	+13.8%	▲ Add	2+
343	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$19.23M	164.07K	+10.8%	▲ Add	2+
344	CMI Cummins Inc.	0.1%	$19.22M	35.72K	+17.6%	▲ Add	2+
345	MRVL Marvell Technology, Inc.	0.1%	$19.13M	193.09K	-17.0%	▼ Trim	2+
346	EMXC iShares MSCI Emerging…	0.1%	$19.09M	242.74K	-14.7%	▼ Trim	2+
347	INCY Incyte Corporation	0.1%	$19.08M	202.77K	-1.5%	▼ Trim	2+
348	TER Teradyne, Inc.	0.1%	$19.04M	64.23K	+77.2%	▲ Add	2+
349	SUSC iShares ESG Aware USD…	0.1%	$18.95M	818.82K	+22.9%	▲ Add	2+
350	BONDBLOXX ETF TRUST (chưa ánh xạ)	—	$18.84M	372.75K	—		—
351	EG Everest Group, Ltd.	0.1%	$18.83M	57.62K	-20.6%	▼ Trim	2+
352	TPR Tapestry, Inc.	0.0%	$18.82M	133.37K	-2.2%	▼ Trim	2+
353	DFGR DIMENSIONAL ETF TRUST	0.0%	$18.76M	705.92K	+21.6%	▲ Add	2+
354	EFA iShares MSCI EAFE ETF	0.0%	$18.61M	191.59K	+3.4%	▲ Add	2+
355	KMB Kimberly-Clark Corporation	0.0%	$18.60M	192.84K	+9.3%	▲ Add	2+
356	WRB W. R. Berkley Corporation	0.0%	$18.57M	280.11K	-4.8%	▼ Trim	2+
357	FIBR ISHARES TR	0.0%	$18.40M	206.74K	+21.0%	▲ Add	2+
358	SDG ISHARES TR	0.0%	$18.34M	218.44K	+0.8%	▲ Add	2+
359	KHC The Kraft Heinz Company	0.0%	$18.26M	811.86K	+5.6%	▲ Add	2+
360	EME EMCOR Group, Inc.	0.0%	$18.18M	24.62K	+66.2%	▲ Add	2+
361	HON Honeywell International Inc.	0.0%	$18.17M	80.37K	+54.2%	▲ Add	2+
362	SPHY State Street SPDR Portfolio…	0.0%	$18.16M	778.81K	-37.4%	▼ Trim	2+
363	MAA Mid-America Apartment…	0.0%	$17.97M	147.12K	+11.1%	▲ Add	2+
364	SPGI S&P Global Inc.	0.0%	$17.92M	42.13K	+213.8%	▲ Add	2+
365	DG Dollar General Corporation	0.0%	$17.86M	150.43K	+25.4%	▲ Add	2+
366	LCTU BLACKROCK ETF TRUST	0.0%	$17.82M	254.07K	-5.3%	▼ Trim	2+
367	SPIB State Street SPDR Portfolio…	0.0%	$17.80M	530.63K	-6.0%	▼ Trim	2+
368	ALGN Align Technology, Inc.	0.0%	$17.74M	103.50K	-0.3%	▼ Trim	2+
369	SDVY First Trust SMID Cap Rising…	0.0%	$17.74M	449.82K	+0.3%	▲ Add	2+
370	VCLT Vanguard Long-Term…	0.0%	$17.62M	235.81K	+7.0%	▲ Add	2+
371	JAVA JPMorgan Active Value ETF	0.0%	$17.58M	245.01K	-6.1%	▼ Trim	2+
372	FJUL FIRST TR EXCHNG TRADED FD VI	0.0%	$17.56M	320.95K	-3.4%	▼ Trim	2+
373	CIEN Ciena Corporation	0.0%	$17.30M	44.57K	-6.3%	▼ Trim	2+
374	IDV iShares International…	0.0%	$17.27M	405.74K	+22.5%	▲ Add	2+
375	IWR iShares Russell Mid-Cap ETF	0.0%	$17.24M	177.26K	-25.4%	▼ Trim	2+
376	MDYV State Street SPDR S&P 400…	0.0%	$16.94M	198.94K	-1.2%	▼ Trim	2+
377	DIS The Walt Disney Company	0.0%	$16.93M	175.67K	-26.3%	▼ Trim	2+
378	MMM 3M Company	0.0%	$16.90M	116.37K	-7.5%	▼ Trim	2+
379	DFAC Dimensional - US Core…	0.0%	$16.90M	434.84K	-26.9%	▼ Trim	2+
380	NYT The New York Times Company	0.0%	$16.83M	200.98K	+39.7%	▲ Add	2+
381	TIP iShares TIPS Bond ETF	0.0%	$16.82M	152.44K	+0.8%	▲ Add	2+
382	TMUS T-Mobile US, Inc.	0.0%	$16.74M	79.71K	+13.3%	▲ Add	2+
383	IBTI ISHARES TR	0.0%	$16.72M	750.30K	+6.3%	▲ Add	2+
384	ICVT iShares Convertible Bond ETF	0.0%	$16.72M	164.25K	-1.4%	▼ Trim	2+
385	NBIX Neurocrine Biosciences, Inc.	0.0%	$16.70M	126.74K	+33.4%	▲ Add	2+
386	MEDP Medpace Holdings, Inc.	0.0%	$16.68M	34.73K	-4.4%	▼ Trim	2+
387	IEF iShares 7-10 Year Treasury…	0.0%	$16.59M	173.86K	+1.5%	▲ Add	2+
388	FSLR First Solar, Inc.	0.0%	$16.57M	84.02K	-2.5%	▼ Trim	2+
389	ZM Zoom Communications, Inc.	0.0%	$16.56M	205.95K	-37.1%	▼ Trim	2+
390	FDEC FIRST TR EXCHNG TRADED FD VI	0.0%	$16.55M	332.87K	-9.0%	▼ Trim	2+
391	DFAX Dimensional World ex U.S.…	0.0%	$16.54M	486.97K	+163.3%	▲ Add	2+
392	IBTJ ISHARES TR	0.0%	$16.53M	756.66K	+6.5%	▲ Add	2+
393	GSIE Goldman Sachs ActiveBeta…	0.0%	$16.52M	383.02K	+14.7%	▲ Add	2+
394	IBTK ISHARES TR	0.0%	$16.50M	836.48K	+6.3%	▲ Add	2+
395	IBDR iShares iBonds Dec 2026…	0.0%	$16.41M	676.93K	+15.4%	▲ Add	2+
396	EXPE Expedia Group, Inc.	0.0%	$16.37M	70.89K	-36.5%	▼ Trim	2+
397	IWB iShares Russell 1000 ETF	0.0%	$16.36M	45.89K	-10.2%	▼ Trim	2+
398	VWO Vanguard FTSE Emerging…	0.0%	$16.33M	302.08K	+3.6%	▲ Add	2+
399	AVDV Avantis International Small…	0.0%	$16.21M	162.34K	+2.1%	▲ Add	2+
400	FTNT Fortinet, Inc.	0.0%	$16.11M	197.12K	+35.7%	▲ Add	2+
401	EFG iShares MSCI EAFE Growth ETF	0.0%	$16.09M	144.51K	-14.3%	▼ Trim	2+
402	NTRA Natera, Inc.	0.0%	$15.96M	79.78K	-3.8%	▼ Trim	2+
403	IWV iShares Russell 3000 ETF	0.0%	$15.79M	42.59K	+1.9%	▲ Add	2+
404	WT WisdomTree, Inc.	1.2%	$15.74M	312.64K	+1.9%	▲ Add	2+
405	HDV iShares Core High Dividend…	0.0%	$15.55M	114.54K	+48.4%	▲ Add	2+
406	IBIT iShares Bitcoin Trust ETF	0.0%	$15.52M	404.07K	+0.4%	▲ Add	2+
407	COF Capital One Financial…	0.0%	$15.49M	84.91K	-12.4%	▼ Trim	2+
408	ILMN Illumina, Inc.	0.0%	$15.43M	125.19K	-7.6%	▼ Trim	2+
409	HRL Hormel Foods Corporation	0.0%	$15.40M	680.00K	+5.9%	▲ Add	2+
410	IBTG iShares iBonds Dec 2026…	0.0%	$15.34M	669.63K	+19.1%	▲ Add	2+
411	IEUR iShares Core MSCI Europe ETF	0.0%	$15.30M	217.78K	+35.7%	▲ Add	2+
412	ARKW ARK ETF TR	0.0%	$15.29M	126.79K	-9.6%	▼ Trim	2+
413	SO The Southern Company	0.0%	$15.26M	158.14K	-4.4%	▼ Trim	2+
414	SCHX Schwab U.S. Large-Cap ETF	0.0%	$15.26M	595.05K	-7.2%	▼ Trim	2+
415	DOW Dow Inc.	0.0%	$15.20M	364.85K	+469.4%	▲ Add	2+
416	CW Curtiss-Wright Corporation	0.0%	$15.08M	22.15K	+20.2%	▲ Add	2+
417	SRLN State Street Blackstone…	0.0%	$15.01M	374.01K	+0.6%	▲ Add	2+
418	FAUG FIRST TR EXCHNG TRADED FD VI	0.0%	$15.00M	289.66K	-6.0%	▼ Trim	2+
419	OMC Omnicom Group Inc.	0.0%	$14.87M	197.41K	+34.6%	▲ Add	2+
420	FJAN FIRST TR EXCHNG TRADED FD VI	0.0%	$14.83M	294.20K	+199.4%	▲ Add	2+
421	COP ConocoPhillips	0.0%	$14.78M	111.96K	-6.3%	▼ Trim	2+
422	IGSB iShares 1-5 Year Investment…	0.0%	$14.77M	280.98K	+6.5%	▲ Add	2+
423	FICS FIRST TR EXCHANGE TRADED FD	0.0%	$14.61M	374.24K	+1.0%	▲ Add	2+
424	XMHQ Invesco S&P MidCap Quality…	0.0%	$14.55M	140.79K	+5.7%	▲ Add	2+
425	IT Gartner, Inc.	0.0%	$14.55M	91.88K	+59.3%	▲ Add	2+
426	TROW T. Rowe Price Group, Inc.	0.0%	$14.54M	161.32K	-6.4%	▼ Trim	2+
427	FV First Trust Dorsey Wright…	0.0%	$14.46M	239.26K	-10.4%	▼ Trim	2+
428	TPYP TORTOISE CAPITAL SERIES TRUS	0.0%	$14.45M	341.03K	+23.6%	▲ Add	2+
429	IWN iShares Russell 2000 Value…	0.0%	$14.42M	76.06K	+30.7%	▲ Add	2+
430	LIN Linde plc	0.0%	$14.36M	28.96K	+103.8%	▲ Add	2+
431	FIVE Five Below, Inc.	0.0%	$14.31M	62.62K	+73.1%	▲ Add	2+
432	HSBC HSBC Holdings plc	0.0%	$14.29M	173.24K	-5.3%	▼ Trim	2+
433	MLI Mueller Industries, Inc.	0.0%	$14.19M	128.06K	+17.5%	▲ Add	2+
434	VRSN VeriSign, Inc.	0.0%	$14.18M	57.08K	-24.4%	▼ Trim	2+
435	BUYW NORTHERN LTS FD TR IV	0.0%	$14.14M	1.00M	+6.8%	▲ Add	2+
436	IBDS iShares iBonds Dec 2027…	0.0%	$14.11M	582.17K	+16.5%	▲ Add	2+
437	AMP Ameriprise Financial, Inc.	0.0%	$14.05M	31.62K	+42.7%	▲ Add	2+
438	LULU Lululemon Athletica Inc.	0.0%	$14.02M	91.57K	+313.5%	▲ Add	2+
439	ADI Analog Devices, Inc.	0.0%	$13.96M	43.88K	+1.3%	▲ Add	2+
440	AFSM FIRST TR EXCHNG TRADED FD VI	0.0%	$13.89M	422.62K	+25.6%	▲ Add	2+
441	CME CME Group Inc.	0.0%	$13.88M	46.99K	-8.7%	▼ Trim	2+
442	TSN Tyson Foods, Inc.	0.0%	$13.87M	216.54K	+44.0%	▲ Add	2+
443	VNQ Vanguard Real Estate ETF	0.0%	$13.79M	155.42K	+6.9%	▲ Add	2+
444	AME AMETEK, Inc.	0.0%	$13.70M	63.90K	+4.5%	▲ Add	2+
445	TXRH Texas Roadhouse, Inc.	0.0%	$13.62M	82.47K	+58.2%	▲ Add	2+
446	CFG Citizens Financial Group…	0.0%	$13.53M	225.55K	+20.3%	▲ Add	2+
447	BURL Burlington Stores, Inc.	0.0%	$13.44M	41.31K	+613.8%	▲ Add	2+
448	WT WisdomTree, Inc.	1.2%	$13.38M	212.69K	+1.9%	▲ Add	2+
449	AKAM Akamai Technologies, Inc.	0.0%	$13.36M	116.36K	-1.4%	▼ Trim	2+
450	TSM Taiwan Semiconductor…	0.0%	$13.34M	39.49K	+10.9%	▲ Add	2+
451	JCI Johnson Controls…	0.0%	$13.34M	101.84K	+29.7%	▲ Add	2+
452	SLYG State Street SPDR S&P 600…	0.0%	$13.27M	137.29K	-7.0%	▼ Trim	2+
453	FLXR TCW Flexible Income ETF	0.0%	$13.06M	332.44K	+24.8%	▲ Add	2+
454	MGNR AMERICAN BEACON SELECT FUNDS	0.0%	$13.04M	252.85K	+12.8%	▲ Add	2+
455	JMOM JPMorgan U.S. Momentum…	0.0%	$12.98M	191.10K	+51.9%	▲ Add	2+
456	NORTHERN LTS FD TR IV (chưa ánh xạ)	—	$12.96M	456.91K	—		—
457	BWA BorgWarner Inc.	0.0%	$12.89M	237.63K	+2.5%	▲ Add	2+
458	TMO Thermo Fisher Scientific…	0.0%	$12.87M	26.18K	+2.2%	▲ Add	2+
459	XSVM INVESCO EXCHANGE TRADED FD T	0.0%	$12.86M	213.35K	-3.2%	▼ Trim	2+
460	BLK BlackRock, Inc.	0.0%	$12.79M	13.30K	+38.5%	▲ Add	2+
461	RDVI FT Vest Rising Dividend…	0.0%	$12.72M	497.70K	+78.2%	▲ Add	2+
462	IYW iShares U.S. Technology ETF	0.0%	$12.66M	69.80K	-45.4%	▼ Trim	2+
463	TGT Target Corporation	0.0%	$12.64M	104.30K	+23.7%	▲ Add	2+
464	IBTH ISHARES TR	0.0%	$12.61M	562.33K	+3.8%	▲ Add	2+
465	USB U.S. Bancorp	0.0%	$12.57M	241.67K	+5.4%	▲ Add	2+
466	LVS Las Vegas Sands Corp.	0.0%	$12.52M	232.31K	-8.0%	▼ Trim	2+
467	TXT Textron Inc.	0.0%	$12.50M	142.79K	+12.7%	▲ Add	2+
468	FDVV Fidelity High Dividend ETF	0.0%	$12.48M	225.88K	+1.9%	▲ Add	2+
469	AVDS AMERICAN CENTY ETF TR	0.0%	$12.46M	173.36K	+11.4%	▲ Add	2+
470	XT iShares Future Exponential…	0.0%	$12.43M	182.42K	-0.9%	▼ Trim	2+
471	CATH GLOBAL X FDS	0.0%	$12.37M	158.29K	+7.2%	▲ Add	2+
472	UCON First Trust Smith…	0.0%	$12.33M	497.97K	+36.3%	▲ Add	2+
473	MTZ MasTec, Inc.	0.0%	$12.26M	38.11K	+24.5%	▲ Add	2+
474	MKTX MarketAxess Holdings Inc.	0.0%	$12.20M	73.98K	-2.2%	▼ Trim	2+
475	DE Deere & Company	0.0%	$12.17M	21.61K	-17.0%	▼ Trim	2+
476	AXP American Express Company	0.0%	$12.14M	40.12K	+4.7%	▲ Add	2+
477	AVSC Avantis U.S. Small Cap…	0.0%	$12.11M	194.32K	+7.0%	▲ Add	2+
478	NVS Novartis AG	0.0%	$12.08M	79.11K	-4.8%	▼ Trim	2+
479	DVN Devon Energy Corporation	0.0%	$12.08M	240.11K	-11.7%	▼ Trim	2+
480	PHO INVESCO EXCHANGE TRADED FD T	0.0%	$12.04M	180.13K	+28.5%	▲ Add	2+
481	ROST Ross Stores, Inc.	0.0%	$12.00M	55.41K	+23.0%	▲ Add	2+
482	LOW Lowe's Companies, Inc.	0.0%	$11.97M	50.67K	+4.1%	▲ Add	2+
483	DJAN FIRST TR EXCHNG TRADED FD VI	0.0%	$11.96M	281.13K	+12.0%	▲ Add	2+
484	VXF Vanguard Extended Market ETF	0.0%	$11.94M	58.03K	-0.7%	▼ Trim	2+
485	SCHV Schwab U.S. Large-Cap Value…	0.0%	$11.91M	390.64K	+0.8%	▲ Add	2+
486	ULTA Ulta Beauty, Inc.	0.0%	$11.90M	22.77K	+23.3%	▲ Add	2+
487	INNOVATOR ETFS TRUST (chưa ánh xạ)	—	$11.77M	446.58K	—		—
488	TEM Tempus AI, Inc.	0.0%	$11.75M	259.76K	+33.8%	▲ Add	2+
489	EVR Evercore Inc.	0.0%	$11.75M	39.35K	+41.9%	▲ Add	2+
490	BSX Boston Scientific…	0.0%	$11.58M	184.54K	+404.1%	▲ Add	2+
491	HAL Halliburton Company	0.0%	$11.57M	296.62K	+9.3%	▲ Add	2+
492	UTHR United Therapeutics…	0.0%	$11.52M	19.43K	-18.8%	▼ Trim	2+
493	VLO Valero Energy Corporation	0.0%	$11.51M	46.60K	+6.0%	▲ Add	2+
494	KMX CarMax, Inc.	0.0%	$11.50M	276.56K	+111.5%	▲ Add	2+
495	PJUL INNOVATOR ETFS TRUST	0.0%	$11.47M	249.50K	-10.0%	▼ Trim	2+
496	EQIX Equinix, Inc.	0.0%	$11.46M	11.69K	+81.2%	▲ Add	2+
497	SBUX Starbucks Corporation	0.0%	$11.44M	127.67K	-1.5%	▼ Trim	2+
498	PNFP Pinnacle Financial…	0.0%	$11.35M	131.72K	Mới	New	1
499	TLT iShares 20+ Year Treasury…	0.0%	$11.34M	130.85K	-35.0%	▼ Trim	2+
500	MDY State Street SPDR S&P…	0.0%	$11.32M	18.36K	-1.0%	▼ Trim	2+

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
CORO iShares International…	16.21M	—	Mới	$521.14M	1.4%
IDEF iShares Defense…	4.25M	—	Mới	$139.07M	0.4%
BLCR iShares Large Cap Core…	3.38M	—	Mới	$138.88M	0.4%
CTAP	3.37M	—	Mới	$90.23M	0.2%
XSW	442.32K	—	Mới	$62.94M	0.2%
PNFP Pinnacle Financial…	131.72K	—	Mới	$11.35M	0.0%
LMUB iShares Long-Term…	152.22K	—	Mới	$7.60M	0.0%
VSNT Versant Media Group…	98.09K	—	Mới	$3.63M	0.0%
BULL Webull Corporation…	247.81K	—	Mới	$1.19M	0.0%
BAPR	19.27K	—	Mới	$943,796	0.0%
BJUL	18.31K	—	Mới	$909,944	0.0%
BOCT	18.83K	—	Mới	$903,591	0.0%
HYTR	42.40K	—	Mới	$902,760	0.0%
BJAN	16.92K	—	Mới	$902,344	0.0%
BUFS	37.04K	—	Mới	$854,235	0.0%
ACYN	22.74K	—	Mới	$463,380	0.0%
BGIG	7.30K	—	Mới	$242,731	0.0%
FLDR	4.77K	—	Mới	$238,939	0.0%
PHEQ	7.15K	—	Mới	$228,365	0.0%
VLRS	25.69K	—	Mới	$186,003	0.0%
PHK	34.16K	—	Mới	$158,170	0.0%
INDV Indivior…	5.14K	—	Mới	$156,820	0.0%
ORBS	148.41K	—	Mới	$138,345	0.0%
SPXX	8.59K	—	Mới	$138,011	0.0%
INV	32.93K	—	Mới	$128,741	0.0%
BNO	2.20K	—	Mới	$114,422	0.0%
DFTX Definium Therapeutics…	5.60K	—	Mới	$105,840	0.0%
SBAR	3.68K	—	Mới	$90,332	0.0%
PPLT abrdn Physical Platinum…	500	—	Mới	$89,115	0.0%
MUC	6.31K	—	Mới	$65,603	0.0%
NYF	1.20K	—	Mới	$63,691	0.0%
SPTB	2.10K	—	Mới	$63,557	0.0%
BKKT	8.23K	—	Mới	$60,610	0.0%
PZT	2.70K	—	Mới	$59,589	0.0%
HFXI NYLI FTSE International…	1.70K	—	Mới	$56,952	0.0%
BRCB Black Rock Coffee Bar…	4.35K	—	Mới	$56,254	0.0%
SPDV	1.50K	—	Mới	$55,843	0.0%
PALL abrdn Physical…	400	—	Mới	$53,884	0.0%
FTCA	7.00K	—	Mới	$50,960	0.0%
CGIB	1.93K	—	Mới	$48,754	0.0%
NAVN Navan, Inc.	3.36K	—	Mới	$44,473	0.0%
MYI	4.22K	—	Mới	$44,352	0.0%
NNDM	25.99K	—	Mới	$44,180	0.0%
FISR	1.59K	—	Mới	$40,895	0.0%
EZET	2.46K	—	Mới	$39,130	0.0%
FER.MC Ferrovial SE	583	—	Mới	$37,924	0.0%
TOUS	1.06K	—	Mới	$36,647	0.0%
VXX iPath Series B S&P 500…	1.00K	—	Mới	$35,700	0.0%
XLO	4.21K	—	Mới	$35,372	0.0%
PTA	1.85K	—	Mới	$34,763	0.0%
TOPT	1.21K	—	Mới	$34,516	0.0%
ATAI Atai Beckley Inc.	9.55K	—	Mới	$33,803	0.0%
XLUI	1.31K	—	Mới	$32,829	0.0%
SDCI	1.18K	—	Mới	$32,170	0.0%
JSI	608	—	Mới	$31,342	0.0%
XLFI	1.39K	—	Mới	$31,127	0.0%
SUNB Sunbelt Rentals…	462	—	Mới	$30,053	0.0%
BUFP	971	—	Mới	$28,858	0.0%
NXG	500	—	Mới	$27,465	0.0%
FLCG	907	—	Mới	$27,119	0.0%
SOXL Direxion Daily…	566	—	Mới	$27,117	0.0%
MHD	2.37K	—	Mới	$26,700	0.0%
SIXJ	785	—	Mới	$26,407	0.0%
FCG	760	—	Mới	$24,084	0.0%
SDOG	350	—	Mới	$22,763	0.0%
JPME	195	—	Mới	$22,333	0.0%
WINN	801	—	Mới	$22,210	0.0%
STRR	2.12K	—	Mới	$21,794	0.0%
FDD	1.20K	—	Mới	$21,327	0.0%
VONE Vanguard Russell 1000…	66	—	Mới	$19,478	0.0%
TDV	221	—	Mới	$18,721	0.0%
AVBH	615	—	Mới	$17,528	0.0%
MDLN Medline Inc.	382	—	Mới	$16,999	0.0%
DTCR	669	—	Mới	$16,029	0.0%
MYCH	625	—	Mới	$15,597	0.0%
FMAG	471	—	Mới	$14,893	0.0%
GHYB	334	—	Mới	$14,887	0.0%
XLSR	251	—	Mới	$14,493	0.0%
CGVV	524	—	Mới	$14,017	0.0%
QLV	190	—	Mới	$13,659	0.0%
TLX	1.43K	—	Mới	$13,637	0.0%
FTNY	1.67K	—	Mới	$13,016	0.0%
PBOG	351	—	Mới	$12,442	0.0%
FJP	165	—	Mới	$11,979	0.0%
AGZ	109	—	Mới	$11,958	0.0%
MIST	10.00K	—	Mới	$11,900	0.0%
CHPX	201	—	Mới	$11,532	0.0%
PBPH	437	—	Mới	$11,169	0.0%
COCH	16.50K	—	Mới	$10,974	0.0%
MBS	1.10K	—	Mới	$9,561	0.0%
ELE	493	—	Mới	$9,288	0.0%
PBEU	311	—	Mới	$8,545	0.0%
URNM	134	—	Mới	$8,462	0.0%
ASM	1.30K	—	Mới	$8,216	0.0%
SPVM	114	—	Mới	$7,855	0.0%
BTG B2Gold Corp.	1.70K	—	Mới	$7,701	0.0%
FLD	5.65K	—	Mới	$7,458	0.0%
EXK Endeavour Silver Corp.	800	—	Mới	$7,448	0.0%
GROY Gold Royalty Corp.	2.03K	—	Mới	$7,267	0.0%
MIAX Miami International…	186	—	Mới	$7,239	0.0%
NAIL	180	—	Mới	$6,831	0.0%
FUMB	333	—	Mới	$6,677	0.0%
FBYD	462	—	Mới	$6,514	0.0%
IDEQ	200	—	Mới	$6,350	0.0%
FSM Fortuna Mining Corp.	632	—	Mới	$6,276	0.0%
MUX McEwen Mining Inc.	306	—	Mới	$6,249	0.0%
FAAR	185	—	Mới	$6,243	0.0%
NMAI	500	—	Mới	$6,200	0.0%
EQPT EquipmentShare.com Inc.	296	—	Mới	$6,030	0.0%
UYLD Angel Oak Ultrashort…	110	—	Mới	$5,614	0.0%
FMF	107	—	Mới	$5,416	0.0%
DSGX The Descartes Systems…	71	—	Mới	$5,081	0.0%
THNQ	82	—	Mới	$4,839	0.0%
EFAX	96	—	Mới	$4,778	0.0%
FLCH	202	—	Mới	$4,523	0.0%
MSTY	207	—	Mới	$4,409	0.0%
VHC	275	—	Mới	$3,880	0.0%
FVC	110	—	Mới	$3,831	0.0%
IFV	148	—	Mới	$3,740	0.0%
HERD	81	—	Mới	$3,709	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
SPYM State Street SPDR…	11.26M	10.36M	+8.7%	$861.46M	2.3%
IUSB iShares Core Universal…	17.62M	17.19M	+2.5%	$813.71M	2.1%
SPDW State Street SPDR…	17.68M	15.52M	+13.9%	$807.20M	2.1%
AAPL Apple Inc.	2.73M	2.71M	+0.8%	$693.06M	1.8%
NVDA NVIDIA Corporation	3.47M	3.37M	+3.0%	$605.86M	1.6%
IVW iShares S&P 500 Growth…	4.78M	4.78M	+0.1%	$540.43M	1.4%
MSFT Microsoft Corporation	1.19M	1.07M	+10.8%	$439.15M	1.2%
WT WisdomTree, Inc.	7.63M	7.49M	+1.9%	$459.61M	1.2%
SPY State Street SPDR S&P…	682.87K	502.04K	+36.0%	$444.10M	1.2%
SPMO Invesco S&P 500…	3.59M	2.99M	+20.0%	$402.65M	1.1%
SPTI State Street SPDR…	12.85M	6.29M	+104.3%	$368.22M	1.0%
AMZN Amazon.com, Inc.	1.62M	1.54M	+5.1%	$337.35M	0.9%
VUG Vanguard Morningstar…	653.48K	643.58K	+1.5%	$285.43M	0.8%
MTUM iShares MSCI USA…	1.15M	1.14M	+0.7%	$275.76M	0.7%
SPTM State Street SPDR…	3.35M	3.27M	+2.5%	$264.81M	0.7%
BIL State Street SPDR…	2.63M	2.47M	+6.5%	$241.09M	0.6%
SPYV State Street SPDR…	4.16M	4.09M	+1.9%	$235.48M	0.6%
AVGO Broadcom Inc.	667.21K	650.86K	+2.5%	$206.51M	0.5%
TOTL State Street DoubleLine…	5.46M	4.74M	+15.1%	$216.73M	0.6%
BRK-B Berkshire Hathaway Inc.	394.55K	384.82K	+2.5%	$189.07M	0.5%
BAI iShares A.I. Innovation…	5.61M	5.12M	+9.6%	$184.88M	0.5%
MBB iShares MBS ETF	1.93M	1.91M	+0.9%	$182.97M	0.5%
FBND Fidelity Total Bond ETF	3.86M	3.27M	+18.2%	$176.30M	0.5%
WMT Walmart Inc.	1.42M	1.23M	+14.9%	$176.19M	0.5%
TSLA Tesla, Inc.	413.28K	389.51K	+6.1%	$153.64M	0.4%
BUFR FT Vest Laddered Buffer…	5.14M	4.96M	+3.5%	$173.60M	0.5%
GOVT iShares U.S. Treasury…	7.55M	1.07M	+604.7%	$172.96M	0.5%
JPM JPMorgan Chase & Co.	550.20K	536.11K	+2.6%	$161.85M	0.4%
JNJ Johnson & Johnson	692.27K	656.88K	+5.4%	$169.22M	0.4%
ULST	3.95M	3.80M	+3.9%	$159.97M	0.4%
PVAL Putnam Focused Large…	3.34M	3.25M	+2.9%	$155.12M	0.4%
LLY Eli Lilly and Company	144.08K	137.83K	+4.5%	$132.52M	0.3%
JIRE JPMorgan International…	1.91M	1.71M	+12.1%	$144.88M	0.4%
GOOG Alphabet Inc.	464.32K	446.56K	+4.0%	$133.19M	0.3%
SPEM State Street SPDR…	2.99M	2.44M	+22.5%	$140.07M	0.4%
PYLD PIMCO Multisector Bond…	5.00M	4.22M	+18.6%	$131.12M	0.3%
THRO iShares U.S. Thematic…	3.27M	3.26M	+0.1%	$118.30M	0.3%
FBCG Fidelity Blue Chip…	2.41M	1.07M	+125.5%	$120.91M	0.3%
AVDE Avantis International…	1.42M	1.15M	+23.0%	$120.06M	0.3%
SPIP	4.58M	4.09M	+12.2%	$119.18M	0.3%
HEGD	4.59M	3.89M	+17.9%	$113.29M	0.3%
IAGG iShares Core…	2.26M	2.18M	+3.6%	$112.88M	0.3%
SCHZ Schwab U.S. Aggregate…	4.79M	4.02M	+19.1%	$111.21M	0.3%
CORP PIMCO Investment Grade…	1.14M	1.11M	+2.7%	$110.20M	0.3%
RSSB	4.00M	3.78M	+5.8%	$108.72M	0.3%
PG The Procter & Gamble…	750.35K	685.93K	+9.4%	$108.38M	0.3%
ABBV AbbVie Inc.	464.40K	460.00K	+1.0%	$101.00M	0.3%
CGDV Capital Group Dividend…	2.34M	2.00M	+17.1%	$99.55M	0.3%
RAAX	2.43M	215.92K	+1027.3%	$99.10M	0.3%
CAT Caterpillar Inc.	130.24K	117.36K	+11.0%	$92.27M	0.2%
V Visa Inc.	269.73K	255.37K	+5.6%	$81.52M	0.2%
VCSH Vanguard Short-Term…	1.12M	1.01M	+11.3%	$88.89M	0.2%
HD The Home Depot, Inc.	261.91K	242.23K	+8.1%	$86.14M	0.2%
QQQM Invesco NASDAQ 100 ETF	354.13K	337.95K	+4.8%	$84.15M	0.2%
GE GE Aerospace	297.99K	254.87K	+16.9%	$84.56M	0.2%
CVX Chevron Corporation	398.91K	359.81K	+10.9%	$82.53M	0.2%
DBND	1.80M	1.62M	+10.7%	$82.24M	0.2%
XLE State Street Energy…	1.34M	1.13M	+19.1%	$82.22M	0.2%
JPST JPMorgan Ultra-Short…	1.60M	1.12M	+43.7%	$81.13M	0.2%
COST Costco Wholesale…	80.75K	71.70K	+12.6%	$80.46M	0.2%
MUB iShares National Muni…	751.60K	687.92K	+9.3%	$79.78M	0.2%
SCHF Schwab International…	3.22M	2.93M	+9.7%	$79.66M	0.2%
SPTL State Street SPDR…	2.97M	2.75M	+7.9%	$78.02M	0.2%
SGOV iShares 0-3 Month…	774.49K	342.40K	+126.2%	$77.96M	0.2%
TAXF	1.55M	1.39M	+11.7%	$77.72M	0.2%
CGBL Capital Group Core…	2.23M	2.17M	+2.8%	$76.72M	0.2%
BAC Bank of America…	1.41M	1.39M	+1.8%	$68.81M	0.2%
BMY Bristol-Myers Squibb…	1.26M	1.23M	+2.3%	$76.22M	0.2%
IBM International Business…	311.28K	220.57K	+41.1%	$75.45M	0.2%
USHY iShares Broad USD High…	2.02M	1.64M	+22.9%	$74.39M	0.2%
MU Micron Technology, Inc.	219.44K	197.02K	+11.4%	$74.14M	0.2%
JVAL	1.49M	797.21K	+87.3%	$72.96M	0.2%
JBND JPMorgan Active Bond ETF	1.32M	1.18M	+12.3%	$71.18M	0.2%
XLC State Street…	639.44K	536.25K	+19.2%	$70.89M	0.2%
VEU Vanguard FTSE All-World…	937.62K	876.97K	+6.9%	$70.42M	0.2%
JMEE JPMorgan Small & Mid…	1.05M	958.74K	+9.9%	$70.36M	0.2%
VTI Vanguard Morningstar…	206.75K	202.91K	+1.9%	$66.33M	0.2%
RSST	2.26M	2.19M	+2.9%	$63.82M	0.2%
VYMI Vanguard International…	673.22K	619.18K	+8.7%	$63.44M	0.2%
DFEM Dimensional - Emerging…	1.83M	1.67M	+9.1%	$63.13M	0.2%
TJX The TJX Companies, Inc.	391.33K	372.64K	+5.0%	$62.50M	0.2%
FELC Fidelity Enhanced Large…	1.69M	1.40M	+21.3%	$61.44M	0.2%
FMUB	1.19M	1.02M	+16.9%	$60.41M	0.2%
DIVI	1.51M	1.24M	+21.4%	$60.14M	0.2%
TCHP T. Rowe Price Blue Chip…	1.35M	49.66K	+2627.2%	$59.83M	0.2%
LMT Lockheed Martin…	98.26K	93.90K	+4.7%	$59.39M	0.2%
PFE Pfizer Inc.	2.11M	1.63M	+29.9%	$59.30M	0.2%
AVEM Avantis Emerging…	733.28K	601.18K	+22.0%	$59.09M	0.2%
NFLX Netflix, Inc.	606.27K	469.50K	+29.1%	$58.29M	0.2%
DFIV Dimensional -…	1.08M	967.01K	+11.6%	$56.96M	0.1%
AGGY	1.29M	1.24M	+3.9%	$55.88M	0.1%
KO The Coca-Cola Company	728.89K	721.03K	+1.1%	$55.43M	0.1%
SPMB State Street SPDR…	2.41M	2.34M	+3.3%	$54.05M	0.1%
VOE Vanguard Morningstar…	290.86K	272.29K	+6.8%	$53.60M	0.1%
UNH UnitedHealth Group…	184.51K	158.87K	+16.1%	$49.93M	0.1%
MUNI PIMCO Intermediate…	993.47K	922.71K	+7.7%	$51.85M	0.1%
REGN Regeneron…	66.40K	60.57K	+9.6%	$51.30M	0.1%
JEPQ JPMorgan Nasdaq Equity…	917.53K	823.75K	+11.4%	$50.94M	0.1%
AMD Advanced Micro Devices…	235.28K	234.02K	+0.5%	$47.86M	0.1%
FIX Comfort Systems USA…	35.30K	30.32K	+16.4%	$48.68M	0.1%
LVHI Franklin International…	1.18M	971.49K	+21.3%	$47.76M	0.1%
MA Mastercard Incorporated	85.76K	83.25K	+3.0%	$42.85M	0.1%
LRCX Lam Research Corporation	221.60K	130.99K	+69.2%	$47.35M	0.1%
BNDX Vanguard Total…	979.39K	829.59K	+18.1%	$47.06M	0.1%
XTL	250.14K	221.63K	+12.9%	$47.04M	0.1%
QYLD Global X - Nasdaq 100…	2.56M	2.55M	+0.6%	$43.91M	0.1%
JSCP	927.43K	897.40K	+3.4%	$43.87M	0.1%
SCHB Schwab U.S. Broad…	1.69M	1.65M	+2.7%	$42.50M	0.1%
DFAE Dimensional - Emerging…	1.27M	1.25M	+1.4%	$42.85M	0.1%
FDX FedEx Corporation	119.23K	108.03K	+10.4%	$42.47M	0.1%
BA The Boeing Company	212.05K	188.38K	+12.6%	$42.20M	0.1%
GEV GE Vernova Inc.	47.71K	36.48K	+30.8%	$41.64M	0.1%
PCG PG&E Corporation	2.35M	1.83M	+28.3%	$41.32M	0.1%
VLUE iShares MSCI USA Value…	289.85K	232.25K	+24.8%	$41.21M	0.1%
WFC Wells Fargo & Company	474.64K	436.77K	+8.7%	$37.79M	0.1%
IUS	701.42K	667.86K	+5.0%	$40.62M	0.1%
DFLV Dimensional - US Large…	1.14M	968.39K	+17.4%	$40.60M	0.1%
EIX Edison International	553.44K	449.49K	+23.1%	$40.50M	0.1%
SMMU	796.20K	711.16K	+12.0%	$40.17M	0.1%
VBR Vanguard Morningstar…	184.35K	173.95K	+6.0%	$40.05M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
IVV iShares Core S&P 500 ETF	1.39M	1.44M	-2.9%	$910.90M	2.4%
IVE iShares S&P 500 Value…	2.57M	2.58M	-0.5%	$542.00M	1.4%
DYNF iShares U.S. Equity…	7.83M	8.01M	-2.3%	$455.56M	1.2%
SPAB State Street SPDR…	14.00M	18.19M	-23.0%	$358.72M	0.9%
QUAL iShares MSCI USA…	1.89M	2.25M	-15.9%	$362.39M	1.0%
OEF iShares S&P 100 ETF	155.87K	1.19M	-86.9%	$49.58M	0.1%
EFV iShares MSCI EAFE Value…	3.03M	5.50M	-44.9%	$225.31M	0.6%
BOND PIMCO Active Bond…	3.74M	4.15M	-9.8%	$345.26M	0.9%
IEMG iShares Core MSCI…	3.25M	5.69M	-42.9%	$226.49M	0.6%
GOOGL Alphabet Inc.	962.84K	1.04M	-7.4%	$276.87M	0.7%
LGLV	1.78M	1.80M	-1.1%	$317.72M	0.8%
QQQ Invesco QQQ Trust…	490.75K	514.06K	-4.5%	$283.25M	0.7%
SPYG State Street SPDR…	2.78M	2.84M	-2.2%	$272.27M	0.7%
SCHG Schwab U.S. Large-Cap…	7.21M	7.46M	-3.4%	$209.89M	0.6%
SPMD State Street SPDR…	2.26M	3.59M	-37.0%	$134.04M	0.4%
BILS State Street SPDR…	2.02M	2.06M	-1.9%	$200.82M	0.5%
XLK State Street Technology…	1.04M	1.41M	-25.6%	$138.84M	0.4%
XONA.DE Exxon Mobil Corporation	1.03M	1.05M	-2.2%	$174.89M	0.5%
MINT PIMCO Enhanced Short…	1.60M	1.68M	-4.3%	$161.28M	0.4%
VTV Vanguard Morningstar…	854.07K	859.85K	-0.7%	$167.57M	0.4%
META Meta Platforms, Inc.	244.59K	252.78K	-3.2%	$139.94M	0.4%
TLH iShares 10-20 Year…	1.56M	1.59M	-2.1%	$156.99M	0.4%
IAU iShares Gold Trust	766.37K	1.95M	-60.8%	$67.56M	0.2%
SCHD Schwab U.S. Dividend…	4.05M	5.51M	-26.4%	$124.39M	0.3%
GLD SPDR Gold Shares	329.28K	380.10K	-13.4%	$141.69M	0.4%
VOO Vanguard S&P 500 ETF	214.49K	220.76K	-2.8%	$128.17M	0.3%
JGRO JPMorgan Active Growth…	1.41M	1.45M	-3.2%	$118.77M	0.3%
SPEU	1.21M	2.43M	-50.3%	$61.94M	0.2%
MRK Merck & Co., Inc.	1.01M	1.02M	-0.6%	$121.56M	0.3%
BINC iShares Flexible Income…	1.80M	1.98M	-8.9%	$93.45M	0.2%
CSCO Cisco Systems, Inc.	1.29M	1.33M	-3.4%	$99.74M	0.3%
CGGR Capital Group Growth ETF	2.00M	2.26M	-11.2%	$80.46M	0.2%
GTO Invesco Total Return…	1.79M	2.06M	-13.3%	$83.67M	0.2%
ITA iShares U.S. Aerospace…	37.99K	453.85K	-91.6%	$8.31M	0.0%
JEPI JPMorgan Equity Premium…	1.37M	1.65M	-17.1%	$77.64M	0.2%
LDUR	891.77K	939.93K	-5.1%	$85.45M	0.2%
PLTR Palantir Technologies…	483.21K	491.91K	-1.8%	$70.68M	0.2%
GLDM SPDR Gold MiniShares…	922.74K	931.52K	-0.9%	$85.53M	0.2%
IEFA iShares Core MSCI EAFE…	736.10K	950.07K	-22.5%	$66.64M	0.2%
CTA	187.25K	2.94M	-93.6%	$5.66M	0.0%
ITOT iShares Core S&P Total…	489.75K	535.62K	-8.6%	$69.75M	0.2%
USMV iShares MSCI USA Min…	733.42K	795.73K	-7.8%	$68.02M	0.2%
PEP PepsiCo, Inc.	417.15K	514.61K	-18.9%	$64.78M	0.2%
VZ Verizon Communications…	1.46M	1.49M	-1.8%	$73.27M	0.2%
AGG iShares Core U.S.…	635.15K	719.45K	-11.7%	$63.05M	0.2%
RDVY First Trust Rising…	939.51K	970.83K	-3.2%	$64.15M	0.2%
MOAT VanEck Morningstar Wide…	624.88K	646.56K	-3.4%	$60.43M	0.2%
T AT&T Inc.	2.27M	2.32M	-2.1%	$65.76M	0.2%
ORCL Oracle Corporation	242.18K	323.24K	-25.1%	$35.63M	0.1%
IUSV iShares Core S&P U.S.…	568.93K	613.07K	-7.2%	$58.17M	0.2%
GSST	1.21M	1.24M	-2.4%	$61.30M	0.2%
IWF iShares Russell 1000…	115.73K	130.58K	-11.4%	$49.35M	0.1%
XLU State Street Utilities…	697.50K	1.38M	-49.6%	$32.01M	0.1%
AMGN Amgen Inc.	157.67K	163.78K	-3.7%	$55.48M	0.1%
SNOW Snowflake Inc.	235.48K	249.89K	-5.8%	$35.51M	0.1%
EMB iShares J.P. Morgan USD…	33.54K	555.65K	-94.0%	$3.15M	0.0%
CIBR First Trust Nasdaq…	477.06K	730.87K	-34.7%	$29.90M	0.1%
ACN Accenture plc	150.91K	190.06K	-20.6%	$29.92M	0.1%
IGIB iShares 5-10 Year…	874.95K	944.62K	-7.4%	$46.56M	0.1%
XAR State Street SPDR S&P…	124.57K	206.67K	-39.7%	$31.64M	0.1%
FTGS	1.31M	1.31M	-0.1%	$44.58M	0.1%
GILD Gilead Sciences, Inc.	332.10K	354.92K	-6.4%	$46.28M	0.1%
IJH iShares Core S&P…	660.94K	688.42K	-4.0%	$44.63M	0.1%
FLQM Franklin U.S. Mid Cap…	667.64K	763.62K	-12.6%	$36.67M	0.1%
SPTS State Street SPDR…	1.11M	1.44M	-23.1%	$32.41M	0.1%
ESGU iShares ESG Aware MSCI…	263.83K	277.69K	-5.0%	$37.31M	0.1%
ABT Abbott Laboratories	325.97K	327.28K	-0.4%	$33.47M	0.1%
EMGF iShares Emerging…	561.57K	675.53K	-16.9%	$33.94M	0.1%
BNY Bank of New York Mellon…	320.62K	334.56K	-4.2%	$38.03M	0.1%
RTX RTX Corporation	200.03K	207.46K	-3.6%	$38.59M	0.1%
XMMO Invesco S&P MidCap…	190.95K	272.77K	-30.0%	$27.69M	0.1%
VOT Vanguard Morningstar…	120.96K	131.90K	-8.3%	$31.13M	0.1%
CRM Salesforce, Inc.	137.93K	138.57K	-0.5%	$25.75M	0.1%
INTC Intel Corp.	816.09K	952.96K	-14.4%	$36.01M	0.1%
GS The Goldman Sachs…	39.16K	40.41K	-3.1%	$33.13M	0.1%
QCOM QUALCOMM Incorporated	188.47K	206.12K	-8.6%	$24.27M	0.1%
MCD McDonald's Corporation	92.03K	113.09K	-18.6%	$28.60M	0.1%
VEA Vanguard FTSE Developed…	531.00K	541.76K	-2.0%	$34.03M	0.1%
ALL The Allstate Corporation	153.92K	163.34K	-5.8%	$31.91M	0.1%
CRWD CrowdStrike Holdings…	69.92K	72.07K	-3.0%	$27.30M	0.1%
CNC Centene Corp.	781.66K	804.95K	-2.9%	$25.59M	0.1%
AEP American Electric Power…	250.24K	255.41K	-2.0%	$32.80M	0.1%
SSUS	532.31K	668.64K	-20.4%	$24.85M	0.1%
CBOE Cboe Global Markets…	115.11K	125.92K	-8.6%	$32.35M	0.1%
EXPE Expedia Group, Inc.	70.89K	111.71K	-36.5%	$16.37M	0.0%
MDT Medtronic plc	244.08K	328.91K	-25.8%	$21.15M	0.1%
PANW Palo Alto Networks, Inc.	127.52K	166.62K	-23.5%	$20.44M	0.1%
ANET Arista Networks, Inc.	222.25K	231.42K	-4.0%	$27.29M	0.1%
NI NiSource Inc	642.75K	672.74K	-4.5%	$29.99M	0.1%
TEAM Atlassian Corporation	98.23K	184.03K	-46.6%	$6.70M	0.0%
SPHY State Street SPDR…	778.81K	1.24M	-37.4%	$18.16M	0.0%
VB Vanguard Morningstar…	106.06K	113.42K	-6.5%	$27.78M	0.1%
PCAR PACCAR Inc	249.04K	259.86K	-4.2%	$28.76M	0.1%
AMAT Applied Materials, Inc.	83.81K	85.12K	-1.5%	$28.65M	0.1%
ED Consolidated Edison…	251.13K	257.42K	-2.4%	$28.42M	0.1%
ZM Zoom Communications…	205.95K	327.66K	-37.1%	$16.56M	0.0%
DUK Duke Energy Corporation	209.65K	214.50K	-2.3%	$27.45M	0.1%
DIS The Walt Disney Company	175.67K	238.27K	-26.3%	$16.93M	0.0%
WM Waste Management, Inc.	115.90K	123.12K	-5.9%	$26.63M	0.1%
PFFD	108.28K	1.43M	-92.4%	$1.99M	0.0%
SNDK Sandisk Corporation	42.37K	66.70K	-36.5%	$26.92M	0.1%
BALT	745.82K	787.26K	-5.3%	$24.96M	0.1%
BOXX	196.29K	224.57K	-12.6%	$22.83M	0.1%
INTF iShares International…	502.68K	684.25K	-26.5%	$19.58M	0.1%
ACGL Arch Capital Group Ltd.	246.17K	268.08K	-8.2%	$23.63M	0.1%
BRK-A Berkshire Hathaway Inc.	33	34	-2.9%	$23.70M	0.1%
IYW iShares U.S. Technology…	69.80K	127.83K	-45.4%	$12.66M	0.0%
SCI Service Corporation…	301.17K	314.23K	-4.2%	$24.85M	0.1%
EG Everest Group, Ltd.	57.62K	72.59K	-20.6%	$18.83M	0.1%
CTRA Coterra Energy Inc.	695.26K	711.90K	-2.3%	$24.43M	0.1%
CGUS Capital Group Core…	588.58K	602.21K	-2.3%	$22.61M	0.1%
CRWV CoreWeave, Inc. Class A…	307.64K	308.03K	-0.1%	$23.83M	0.1%
J Jacobs Solutions Inc.	174.31K	179.24K	-2.7%	$22.19M	0.1%
DFAC Dimensional - US Core…	434.84K	595.14K	-26.9%	$16.90M	0.0%
COF Capital One Financial…	84.91K	96.92K	-12.4%	$15.49M	0.0%
FSEP	425.05K	452.25K	-6.0%	$21.39M	0.1%
WPC W. P. Carey Inc.	342.84K	354.21K	-3.2%	$23.30M	0.1%
SSO	80	396.31K	-100.0%	$4,150	0.0%
EVRG Evergy, Inc.	280.01K	287.82K	-2.7%	$22.94M	0.1%
IWR iShares Russell Mid-Cap…	177.26K	237.45K	-25.4%	$17.24M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
EXAS Exact Sciences…	—	121.09K	Thoát	$12.30M	0.0%
CFLT Confluent, Inc.	—	260.37K	Thoát	$7.87M	0.0%
SNV Synovus Financial Corp.	—	120.59K	Thoát	$6.04M	0.0%
DAY Dayforce Inc	—	51.40K	Thoát	$3.56M	0.0%
REVG REV Group, Inc.	—	22.98K	Thoát	$1.40M	0.0%
CMA Comerica Incorporated	—	13.23K	Thoát	$1.15M	0.0%
XBAP	—	28.70K	Thoát	$1.11M	0.0%
THS TreeHouse Foods, Inc.	—	40.06K	Thoát	$945,000	0.0%
TGNA TEGNA Inc.	—	40.23K	Thoát	$781,000	0.0%
JAMF Jamf Holding Corp.	—	44.95K	Thoát	$585,000	0.0%
CIVI Civitas Resources, Inc.	—	19.64K	Thoát	$532,000	0.0%
HOUS	—	33.84K	Thoát	$479,000	0.0%
PCH PotlatchDeltic…	—	11.53K	Thoát	$459,000	0.0%
CADE Cadence Bank	—	8.22K	Thoát	$352,000	0.0%
ZEUS	—	8.09K	Thoát	$346,000	0.0%
CYBR CyberArk Software Ltd.	—	715	Thoát	$319,000	0.0%
FYBR Frontier Communications…	—	8.35K	Thoát	$318,000	0.0%
QGEN Qiagen N.V.	—	6.57K	Thoát	$295,000	0.0%
FRGE	—	5.74K	Thoát	$256,000	0.0%
EB	—	50.51K	Thoát	$225,000	0.0%
GES	—	11.44K	Thoát	$192,000	0.0%
BXMX	—	9.75K	Thoát	$143,000	0.0%
HI Hillenbrand, Inc.	—	4.47K	Thoát	$142,000	0.0%
TUSB	—	2.43K	Thoát	$122,000	0.0%
TBT	—	3.32K	Thoát	$116,000	0.0%
AGQ ProShares - Ultra Silver	—	700	Thoát	$109,000	0.0%
CDTX Cidara Therapeutics…	—	474	Thoát	$105,000	0.0%
MOFG	—	2.65K	Thoát	$102,000	0.0%
DENN	—	16.05K	Thoát	$100,000	0.0%
JNUG	—	445	Thoát	$92,000	0.0%
NVDL GraniteShares 2x Long…	—	1.00K	Thoát	$88,000	0.0%
PY	—	1.42K	Thoát	$74,000	0.0%
PNOV	—	1.53K	Thoát	$64,000	0.0%
FSFG	—	1.91K	Thoát	$61,000	0.0%
RMTHF	—	2.29K	Thoát	$59,000	0.0%
PLYM	—	2.35K	Thoát	$51,000	0.0%
EXOD	—	3.44K	Thoát	$51,000	0.0%
AHL-PD	—	1.27K	Thoát	$47,000	0.0%
DUSA	—	929	Thoát	$47,000	0.0%
VTYX	—	4.42K	Thoát	$40,000	0.0%
SHCO	—	4.38K	Thoát	$39,000	0.0%
ALEX Alexander & Baldwin…	—	1.76K	Thoát	$36,000	0.0%
BKIE	—	368	Thoát	$34,000	0.0%
BFIN	—	2.77K	Thoát	$33,000	0.0%
SMMV	—	734	Thoát	$32,000	0.0%
RNAM Avidity Biosciences Inc	—	445	Thoát	$32,000	0.0%
EMC	—	1.05K	Thoát	$32,000	0.0%
WRD WeRide Inc.	—	2.99K	Thoát	$26,000	0.0%
RTM	—	762	Thoát	$26,000	0.0%
TSME	—	546	Thoát	$23,000	0.0%
BSMU	—	910	Thoát	$20,000	0.0%
TEFOF	—	4.87K	Thoát	$20,000	0.0%
BSMT	—	865	Thoát	$20,000	0.0%
HYGH	—	235	Thoát	$20,000	0.0%
BSMS	—	856	Thoát	$20,000	0.0%
TRUE	—	8.29K	Thoát	$19,000	0.0%
GHYG	—	391	Thoát	$18,000	0.0%
PTRB	—	410	Thoát	$17,000	0.0%
HYDW	—	315	Thoát	$15,000	0.0%
CIO	—	2.05K	Thoát	$14,000	0.0%
TCPC	—	2.29K	Thoát	$13,000	0.0%
CMBS	—	256	Thoát	$13,000	0.0%
INFL	—	289	Thoát	$13,000	0.0%
VGUS	—	149	Thoát	$11,000	0.0%
BKEM	—	151	Thoát	$11,000	0.0%
AVXC	—	141	Thoát	$9,000	0.0%
DJD	—	150	Thoát	$9,000	0.0%
DVAX Dynavax Technologies…	—	602	Thoát	$9,000	0.0%
QDTE	—	250	Thoát	$8,000	0.0%
FRO Frontline Plc	—	345	Thoát	$8,000	0.0%
RSPF	—	100	Thoát	$8,000	0.0%
PML	—	900	Thoát	$7,000	0.0%
MBCN	—	190	Thoát	$7,000	0.0%
ARDC	—	422	Thoát	$6,000	0.0%
BKSE	—	51	Thoát	$6,000	0.0%
OCCI	—	1.31K	Thoát	$6,000	0.0%
IQDF FlexShares…	—	163	Thoát	$5,000	0.0%
BKCH	—	71	Thoát	$5,000	0.0%
BRR	—	1.49K	Thoát	$5,000	0.0%
CNTA Centessa…	—	174	Thoát	$4,000	0.0%
ETOR eToro Group Ltd.	—	114	Thoát	$4,000	0.0%
BITX	—	100	Thoát	$3,000	0.0%
ISHG	—	40	Thoát	$3,000	0.0%
ATXS	—	199	Thoát	$3,000	0.0%
VET Vermilion Energy Inc.	—	400	Thoát	$3,000	0.0%
GOOS Canada Goose Holdings…	—	133	Thoát	$2,000	0.0%
ELVR	—	30	Thoát	$2,000	0.0%
ATHM Autohome Inc.	—	94	Thoát	$2,000	0.0%
FPH	—	194	Thoát	$1,000	0.0%
TSEOQ	—	1.26K	Thoát	$1,000	0.0%
GPUS	—	6.40K	Thoát	$1,000	0.0%
RAPT	—	32	Thoát	$1,000	0.0%
DQ Daqo New Energy Corp.	—	22	Thoát	$1,000	0.0%
GIGM	—	396	Thoát	$1,000	0.0%
CSIQ Canadian Solar Inc.	—	52	Thoát	$1,000	0.0%
LSAK	—	112	Thoát	$1,000	0.0%
WHF	—	200	Thoát	$1,000	0.0%
BZUN	—	350	Thoát	$1,000	0.0%
BBU	—	36	Thoát	$1,000	0.0%
DCMB	—	11	Thoát	$1,000	0.0%
CSAN	—	308	Thoát	$1,000	0.0%
NGD New Gold Inc.	—	152	Thoát	$1,000	0.0%
VMAR	—	60	Thoát	$0	0.0%
BTTC	—	1	Thoát	$0	0.0%
OPAD	—	23	Thoát	$0	0.0%
EPSM	—	11	Thoát	$0	0.0%
PTIX	—	1	Thoát	$0	0.0%
NNBR	—	12	Thoát	$0	0.0%
EDBL	—	650	Thoát	$0	0.0%
MGNX	—	243	Thoát	$0	0.0%
RANI	—	175	Thoát	$0	0.0%
KXIN	—	7	Thoát	$0	0.0%
FLL	—	4	Thoát	$0	0.0%
SBDS	—	1	Thoát	$0	0.0%
SMLR	—	1	Thoát	$0	0.0%
ATOS	—	50	Thoát	$0	0.0%
FNDB	—	17	Thoát	$0	0.0%
AREB	—	1	Thoát	$0	0.0%
ITRG	—	25	Thoát	$0	0.0%
TSQ	—	2	Thoát	$0	0.0%

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
SPY	Put	138.80K	$10.33M
SPY	Put	49.80K	$971,232
SPY	Put	51.30K	$830,871
SPY	Put	50.20K	$730,652
SPY	Put	9.70K	$302,775
SPY	Call	2.00K	$256,759
SPY	Call	2.50K	$223,059
SPY	Put	8.50K	$197,328
SPY	Call	1.70K	$170,925
SPY	Call	1.60K	$131,118
SPY	Call	800	$126,419
SPY	Put	7.30K	$124,247
SPY	Put	6.50K	$95,575
MSFT	Call	3.00K	$94,168
SPY	Call	900	$87,063
AMD	Call	3.00K	$80,700
SPY	Put	3.20K	$70,512
SPY	Put	3.80K	$68,305
SPY	Call	400	$58,046
GDX	Call	4.00K	$56,600
BABA	Call	5.00K	$48,500
SPY	Call	400	$43,314
SPY	Call	600	$40,902
NVDA	Put	3.40K	$39,440
GS	Call	500	$37,525
SPY	Put	2.70K	$31,509
NVDA	Put	3.30K	$31,185
SPY	Put	1.60K	$29,910
LRCX	Call	1.00K	$28,200
NVDA	Call	2.00K	$26,920
NVDA	Put	3.30K	$26,895
APO	Put	3.60K	$24,840
AMD	Call	1.00K	$22,100
SPY	Put	1.40K	$22,057
SPY	Put	1.00K	$21,484
SPY	Put	1.20K	$19,458
AAPL	Put	2.10K	$18,319
BABA	Call	1.50K	$18,150
DFTX	Call	1.00K	$16,507
PFE	Call	2.00K	$16,352
EEM	Call	5.00K	$15,250
SPY	Put	1.20K	$14,940
SPY	Put	700	$14,698
IOVA	Call	10.00K	$14,500
SPY	Put	1.30K	$14,187
SPY	Put	1.40K	$13,780
GE	Put	1.30K	$13,488
SPY	Put	900	$12,379
TSLA	Put	400	$11,520
TSLA	Put	500	$11,150
RXRX	Call	20.00K	$11,000
SPY	Call	200	$10,961
AMZN	Put	1.00K	$10,400
GEV	Put	200	$9,096
AMZN	Put	1.10K	$9,075
AAPL	Put	1.10K	$8,910
AAPL	Put	1.30K	$8,873
SPY	Put	700	$7,396
SPY	Put	500	$6,028
AAPL	Put	1.40K	$5,915
SPY	Put	200	$5,692
SPY	Put	300	$5,504
AMZN	Put	600	$5,130
SPY	Put	200	$5,012
AAPL	Put	2.20K	$4,994
SPY	Put	800	$4,932
TSLA	Put	400	$4,884
SPY	Put	400	$4,250
SPY	Put	200	$3,038
SPY	Put	200	$3,006
SPY	Put	200	$2,921
AAPL	Put	900	$2,547
AAPL	Put	400	$2,240
SPY	Put	100	$2,074
SPY	Put	100	$1,989
SPY	Put	400	$1,920
JOBY	Call	500	$1,870
TSLA	Put	500	$1,833
AZN	Put	3.60K	$1,764
SPY	Put	200	$1,657
SPY	Put	700	$1,439
TSLA	Put	500	$1,433
SPY	Put	100	$1,345
SPY	Put	100	$1,332
ACHR	Call	500	$983
AMZN	Put	300	$918
JOBY	Call	500	$870
SPY	Put	100	$856
AAPL	Put	300	$564
ACHR	Call	500	$305
BMNR	Call	100	$188
NVDA	Call	1.00K	$50
TSLA	Call	500	$37

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

1870–1 quý

49862–4 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: Q1 2026 · hồ sơ mới nhất May 14, 2026 · Phương pháp tính thay đổi

☆ Cwm, Llc

Cwm, Llc