管理人记录 · 已归档季度

Envestnet Asset Management Inc

Berwyn, PA · CIK 1407543 · EDGAR 文件 ↗

Q2 2026 Q1 2026 Q4 2025 差异 ⇄

$337.09B13F报告持仓市值

4,439持仓明细

19.2%前十大权重

131.20有效持仓

n/a预计换手率

+0新增

−0清仓

申报的13F投资组合价值仅涵盖美国应申报多头仓位，不含现金、债券、空头仓位或非美国持仓，不等同于管理规模。 无可比的前期申报，本季度变动列数据不可用。

各季度报告持仓市值 Q4 2025 → Q2 2026

板块敞口

金融服务 70.7%

科技 9.7%

医疗保健 3.9%

工业 3.8%

可选消费 3.4%

通信服务 2.7%

必选消费 1.7%

能源 1.3%

公用事业 1.0%

基础材料 0.9%

房地产 0.8%

占已申报普通股权益价值的比例；（±pp）较上一季度。

持仓组合 · Q4 2025

#	证券	权重	价值	股份	Δ股份		持有
1	IVV iShares Core S&P 500 ETF	5.4%	$18.04B	26.34M	n/a	n/c	1
2	DYNF iShares U.S. Equity Factor…	2.0%	$6.73B	110.61M	n/a	n/c	1
3	IVE iShares S&P 500 Value ETF	1.8%	$6.02B	28.39M	n/a	n/c	1
4	IUSB iShares Core Universal USD…	1.6%	$5.54B	119.09M	n/a	n/c	1
5	IVW iShares S&P 500 Growth ETF	1.6%	$5.38B	43.65M	n/a	n/c	1
6	IEMG iShares Core MSCI Emerging…	1.6%	$5.27B	78.38M	n/a	n/c	1
7	MSFT Microsoft Corporation	1.5%	$5.04B	10.43M	n/a	n/c	1
8	VEA Vanguard FTSE Developed…	1.4%	$4.77B	76.40M	n/a	n/c	1
9	VOO Vanguard S&P 500 ETF	1.2%	$4.07B	6.50M	n/a	n/c	1
10	VTV Vanguard Morningstar Value…	1.1%	$3.87B	20.28M	n/a	n/c	1
11	NVDA NVIDIA Corporation	1.1%	$3.87B	20.74M	n/a	n/c	1
12	EFV iShares MSCI EAFE Value ETF	1.1%	$3.78B	52.88M	n/a	n/c	1
13	VUG Vanguard Morningstar Growth…	1.1%	$3.73B	7.66M	n/a	n/c	1
14	OEF iShares S&P 100 ETF	1.1%	$3.63B	10.60M	n/a	n/c	1
15	AGG iShares Core U.S. Aggregate…	1.1%	$3.59B	35.98M	n/a	n/c	1
16	QUAL iShares MSCI USA Quality…	1.0%	$3.32B	16.74M	n/a	n/c	1
17	AAPL Apple Inc.	0.9%	$3.17B	11.68M	n/a	n/c	1
18	IEFA iShares Core MSCI EAFE ETF	0.9%	$3.12B	34.88M	n/a	n/c	1
19	AMZN Amazon.com, Inc.	0.8%	$2.79B	12.10M	n/a	n/c	1
20	IWF iShares Russell 1000 Growth…	0.7%	$2.49B	5.27M	n/a	n/c	1
21	MBB iShares MBS ETF	0.7%	$2.48B	26.06M	n/a	n/c	1
22	TLH iShares 10-20 Year Treasury…	0.7%	$2.40B	23.58M	n/a	n/c	1
23	BNDX Vanguard Total…	0.7%	$2.28B	47.19M	n/a	n/c	1
24	IJH iShares Core S&P Mid-Cap ETF	0.7%	$2.26B	34.20M	n/a	n/c	1
25	AVGO Broadcom Inc.	0.7%	$2.23B	6.43M	n/a	n/c	1
26	JPM JPMorgan Chase & Co.	0.6%	$2.18B	6.78M	n/a	n/c	1
27	SCHG Schwab U.S. Large-Cap…	0.6%	$2.10B	64.33M	n/a	n/c	1
28	GOOGL Alphabet Inc.	0.6%	$2.10B	6.69M	n/a	n/c	1
29	MTUM iShares MSCI USA Momentum…	0.6%	$1.97B	7.88M	n/a	n/c	1
30	IJR iShares Core S&P Small-Cap…	0.6%	$1.96B	16.34M	n/a	n/c	1
31	BSV Vanguard Short-Term Bond ETF	0.6%	$1.93B	24.51M	n/a	n/c	1
32	VTI Vanguard Morningstar Total…	0.6%	$1.93B	5.75M	n/a	n/c	1
33	BAI iShares A.I. Innovation and…	0.6%	$1.93B	57.88M	n/a	n/c	1
34	THRO iShares U.S. Thematic…	0.6%	$1.92B	49.83M	n/a	n/c	1
35	VWO Vanguard FTSE Emerging…	0.6%	$1.90B	35.43M	n/a	n/c	1
36	META Meta Platforms, Inc.	0.6%	$1.87B	2.83M	n/a	n/c	1
37	QQQM Invesco NASDAQ 100 ETF	0.6%	$1.87B	7.38M	n/a	n/c	1
38	GOOG Alphabet Inc.	0.5%	$1.83B	5.84M	n/a	n/c	1
39	QQQ Invesco QQQ Trust, Series 1	0.5%	$1.81B	2.95M	n/a	n/c	1
40	IWB iShares Russell 1000 ETF	0.5%	$1.71B	4.57M	n/a	n/c	1
41	SPY State Street SPDR S&P 500…	0.5%	$1.69B	2.47M	n/a	n/c	1
42	XLK State Street Technology…	0.5%	$1.68B	11.67M	n/a	n/c	1
43	GOVT iShares U.S. Treasury Bond…	0.5%	$1.66B	72.31M	n/a	n/c	1
44	IWD iShares Russell 1000 Value…	0.5%	$1.63B	7.75M	n/a	n/c	1
45	BND Vanguard Total Bond Market…	0.5%	$1.59B	21.47M	n/a	n/c	1
46	IAU iShares Gold Trust	0.5%	$1.57B	19.30M	n/a	n/c	1
47	MUB iShares National Muni Bond…	0.5%	$1.52B	14.18M	n/a	n/c	1
48	BINC iShares Flexible Income…	0.4%	$1.45B	27.50M	n/a	n/c	1
49	SPYM State Street SPDR Portfolio…	0.4%	$1.44B	17.89M	n/a	n/c	1
50	XLF State Street Financial…	0.4%	$1.39B	25.40M	n/a	n/c	1
51	V Visa Inc.	0.4%	$1.32B	3.77M	n/a	n/c	1
52	BIV Vanguard Intermediate-Term…	0.4%	$1.31B	16.84M	n/a	n/c	1
53	BDYN iShares Dynamic Equity…	0.4%	$1.29B	50.53M	n/a	n/c	1
54	MGC Vanguard Morningstar Mega…	0.4%	$1.25B	4.96M	n/a	n/c	1
55	IEF iShares 7-10 Year Treasury…	0.4%	$1.22B	12.71M	n/a	n/c	1
56	AVEM Avantis Emerging Markets…	0.4%	$1.20B	15.61M	n/a	n/c	1
57	SPYG State Street SPDR Portfolio…	0.4%	$1.19B	11.18M	n/a	n/c	1
58	LLY Eli Lilly and Company	0.4%	$1.19B	1.11M	n/a	n/c	1
59	IAGG iShares Core International…	0.3%	$1.11B	22.11M	n/a	n/c	1
60	ABBV AbbVie Inc.	0.3%	$1.10B	4.83M	n/a	n/c	1
61	TSM Taiwan Semiconductor…	0.3%	$1.08B	3.54M	n/a	n/c	1
62	VMBS Vanguard Mortgage-Backed…	0.3%	$1.05B	22.41M	n/a	n/c	1
63	MA Mastercard Incorporated	0.3%	$1.02B	1.79M	n/a	n/c	1
64	ITA iShares U.S. Aerospace &…	0.3%	$1.01B	4.72M	n/a	n/c	1
65	IXUS iShares Core MSCI Total…	0.3%	$993.33M	11.74M	n/a	n/c	1
66	JNJ Johnson & Johnson	0.3%	$943.51M	4.56M	n/a	n/c	1
67	APUE ActivePassive U.S. Equity…	0.3%	$940.35M	22.57M	n/a	n/c	1
68	PM Philip Morris International…	0.3%	$912.29M	5.69M	n/a	n/c	1
69	VCIT Vanguard Intermediate-Term…	0.3%	$911.77M	10.89M	n/a	n/c	1
70	VXUS Vanguard Total…	0.3%	$895.99M	11.88M	n/a	n/c	1
71	VB Vanguard Morningstar…	0.2%	$837.03M	3.24M	n/a	n/c	1
72	AVLV Avantis U.S. Large Cap…	0.2%	$824.13M	10.88M	n/a	n/c	1
73	IWP iShares Russell Mid-Cap…	0.2%	$822.71M	6.01M	n/a	n/c	1
74	CGDV Capital Group Dividend…	0.2%	$821.72M	18.83M	n/a	n/c	1
75	BDVL iShares Disciplined…	0.2%	$805.20M	32.46M	n/a	n/c	1
76	XLV State Street Health Care…	0.2%	$795.72M	5.14M	n/a	n/c	1
77	HD The Home Depot, Inc.	0.2%	$781.22M	2.27M	n/a	n/c	1
78	BLV Vanguard Long-Term Bond ETF	0.2%	$760.13M	10.93M	n/a	n/c	1
79	XLC State Street Communication…	0.2%	$759.30M	6.45M	n/a	n/c	1
80	VO Vanguard Morningstar…	0.2%	$758.78M	2.61M	n/a	n/c	1
81	VEU Vanguard FTSE All-World…	0.2%	$750.17M	10.20M	n/a	n/c	1
82	IQLT iShares MSCI Intl Quality…	0.2%	$748.81M	16.48M	n/a	n/c	1
83	APH Amphenol Corporation	0.2%	$735.88M	5.45M	n/a	n/c	1
84	WT WisdomTree, Inc.	0.2%	$723.19M	11.34M	n/a	n/c	1
85	DGRO iShares Core Dividend…	0.2%	$714.44M	10.29M	n/a	n/c	1
86	CVX Chevron Corporation	0.2%	$703.76M	4.62M	n/a	n/c	1
87	CSCO Cisco Systems, Inc.	0.2%	$702.10M	9.11M	n/a	n/c	1
88	PH Parker-Hannifin Corporation	0.2%	$693.39M	788.89K	n/a	n/c	1
89	ABT Abbott Laboratories	0.2%	$684.51M	5.46M	n/a	n/c	1
90	VXF Vanguard Extended Market ETF	0.2%	$634.89M	3.04M	n/a	n/c	1
91	XONA.DE Exxon Mobil Corporation	0.2%	$618.24M	5.14M	n/a	n/c	1
92	IUSV iShares Core S&P U.S. Value…	0.2%	$608.84M	5.94M	n/a	n/c	1
93	WMT Walmart Inc.	0.2%	$594.42M	5.34M	n/a	n/c	1
94	LQD iShares iBoxx $ Investment…	0.2%	$594.07M	5.39M	n/a	n/c	1
95	CGGR Capital Group Growth ETF	0.2%	$590.76M	13.28M	n/a	n/c	1
96	TJX The TJX Companies, Inc.	0.2%	$579.33M	3.77M	n/a	n/c	1
97	EFA iShares MSCI EAFE ETF	0.2%	$573.68M	5.97M	n/a	n/c	1
98	JEPI JPMorgan Equity Premium…	0.2%	$566.18M	9.89M	n/a	n/c	1
99	LRCX Lam Research Corporation	0.2%	$564.49M	3.30M	n/a	n/c	1
100	BLK BlackRock, Inc.	0.2%	$564.29M	527.20K	n/a	n/c	1
101	INTU Intuit Inc.	0.2%	$552.59M	834.20K	n/a	n/c	1
102	VCSH Vanguard Short-Term…	0.2%	$551.45M	6.92M	n/a	n/c	1
103	ORCL Oracle Corporation	0.2%	$545.26M	2.80M	n/a	n/c	1
104	SCHW The Charles Schwab…	0.2%	$543.46M	5.44M	n/a	n/c	1
105	WFC Wells Fargo & Company	0.2%	$540.51M	5.80M	n/a	n/c	1
106	ITOT iShares Core S&P Total U.S.…	0.2%	$538.59M	3.62M	n/a	n/c	1
107	IEUR iShares Core MSCI Europe ETF	0.2%	$530.46M	7.47M	n/a	n/c	1
108	TSLA Tesla, Inc.	0.2%	$512.09M	1.14M	n/a	n/c	1
109	RTX RTX Corporation	0.2%	$510.58M	2.78M	n/a	n/c	1
110	EWJ iShares MSCI Japan ETF	0.1%	$506.80M	6.28M	n/a	n/c	1
111	VIG Vanguard Dividend…	0.1%	$505.00M	2.30M	n/a	n/c	1
112	IWM iShares Russell 2000 ETF	0.1%	$499.67M	2.03M	n/a	n/c	1
113	MS Morgan Stanley	0.1%	$498.72M	2.81M	n/a	n/c	1
114	MDT Medtronic plc	0.1%	$496.98M	5.17M	n/a	n/c	1
115	VYM Vanguard High Dividend…	0.1%	$495.25M	3.45M	n/a	n/c	1
116	EMB iShares J.P. Morgan USD…	0.1%	$492.83M	5.12M	n/a	n/c	1
117	SCHV Schwab U.S. Large-Cap Value…	0.1%	$491.88M	16.61M	n/a	n/c	1
118	COST Costco Wholesale Corporation	0.1%	$487.11M	564.87K	n/a	n/c	1
119	DFAC Dimensional - US Core…	0.1%	$478.73M	12.09M	n/a	n/c	1
120	PLD Prologis, Inc.	0.1%	$472.71M	3.70M	n/a	n/c	1
121	CGUS Capital Group Core Equity…	0.1%	$463.88M	11.53M	n/a	n/c	1
122	BRK-B Berkshire Hathaway Inc.	0.1%	$462.94M	921.03K	n/a	n/c	1
123	IEI iShares 3-7 Year Treasury…	0.1%	$462.39M	3.87M	n/a	n/c	1
124	VZ Verizon Communications Inc.	0.1%	$461.98M	11.34M	n/a	n/c	1
125	BAC Bank of America Corporation	0.1%	$460.58M	8.37M	n/a	n/c	1
126	PGR The Progressive Corporation	0.1%	$456.58M	2.01M	n/a	n/c	1
127	GLD SPDR Gold Shares	0.1%	$456.17M	1.15M	n/a	n/c	1
128	IWLG NEW YORK LIFE INVTS ACTIVE	0.1%	$452.99M	8.36M	n/a	n/c	1
129	VV Vanguard Morningstar…	0.1%	$447.49M	1.42M	n/a	n/c	1
130	UNH UnitedHealth Group…	0.1%	$445.80M	1.35M	n/a	n/c	1
131	SCHD Schwab U.S. Dividend Equity…	0.1%	$444.71M	16.21M	n/a	n/c	1
132	IWR iShares Russell Mid-Cap ETF	0.1%	$442.71M	4.60M	n/a	n/c	1
133	XLI State Street Industrial…	0.1%	$438.16M	2.82M	n/a	n/c	1
134	ACN Accenture plc	0.1%	$428.45M	1.60M	n/a	n/c	1
135	SPGI S&P Global Inc.	0.1%	$423.86M	811.07K	n/a	n/c	1
136	NFLX Netflix, Inc.	0.1%	$422.46M	4.51M	n/a	n/c	1
137	XLP State Street Consumer…	0.1%	$420.81M	5.42M	n/a	n/c	1
138	NOW ServiceNow, Inc.	0.1%	$417.26M	2.72M	n/a	n/c	1
139	VONG Vanguard Russell 1000…	0.1%	$416.52M	3.42M	n/a	n/c	1
140	PG The Procter & Gamble Company	0.1%	$416.16M	2.90M	n/a	n/c	1
141	GE GE Aerospace	0.1%	$415.89M	1.35M	n/a	n/c	1
142	APIE TRUST FOR PROFESSIONAL	0.1%	$412.60M	11.62M	n/a	n/c	1
143	NEE NextEra Energy, Inc.	0.1%	$407.07M	5.08M	n/a	n/c	1
144	USIG iShares Broad USD…	0.1%	$405.74M	7.84M	n/a	n/c	1
145	HYG iShares iBoxx $ High Yield…	0.1%	$405.56M	5.03M	n/a	n/c	1
146	IYW iShares U.S. Technology ETF	0.1%	$403.95M	2.02M	n/a	n/c	1
147	XLY State Street Consumer…	0.1%	$402.60M	3.37M	n/a	n/c	1
148	UNP Union Pacific Corporation	0.1%	$401.67M	1.74M	n/a	n/c	1
149	IWN iShares Russell 2000 Value…	0.1%	$395.60M	2.18M	n/a	n/c	1
150	AMGN Amgen Inc.	0.1%	$392.01M	1.20M	n/a	n/c	1
151	CB Chubb Limited	0.1%	$390.01M	1.25M	n/a	n/c	1
152	LHX L3Harris Technologies, Inc.	0.1%	$389.67M	1.33M	n/a	n/c	1
153	IUSG iShares Core S&P U.S.…	0.1%	$386.89M	2.30M	n/a	n/c	1
154	ETN Eaton Corporation plc	0.1%	$384.00M	1.21M	n/a	n/c	1
155	CGGE Capital Group Global Equity…	0.1%	$383.22M	12.12M	n/a	n/c	1
156	ANET Arista Networks, Inc.	0.1%	$382.77M	2.92M	n/a	n/c	1
157	DFAI Dimensional - International…	0.1%	$382.20M	10.03M	n/a	n/c	1
158	MCD McDonald's Corporation	0.1%	$381.23M	1.25M	n/a	n/c	1
159	ASML ASML Holding N.V.	0.1%	$380.62M	355.76K	n/a	n/c	1
160	QCOM QUALCOMM Incorporated	0.1%	$377.16M	2.20M	n/a	n/c	1
161	CME CME Group Inc.	0.1%	$375.98M	1.38M	n/a	n/c	1
162	FAST Fastenal Company	0.1%	$373.79M	9.31M	n/a	n/c	1
163	PNC The PNC Financial Services…	0.1%	$373.48M	1.79M	n/a	n/c	1
164	AZN AstraZeneca PLC	0.1%	$372.46M	4.05M	n/a	n/c	1
165	AEP American Electric Power…	0.1%	$371.30M	3.22M	n/a	n/c	1
166	IBM International Business…	0.1%	$369.35M	1.25M	n/a	n/c	1
167	SPIB State Street SPDR Portfolio…	0.1%	$368.36M	10.90M	n/a	n/c	1
168	ADI Analog Devices, Inc.	0.1%	$365.73M	1.35M	n/a	n/c	1
169	COF Capital One Financial…	0.1%	$365.29M	1.51M	n/a	n/c	1
170	APCB TRUST FOR PROFESSIONAL	0.1%	$365.11M	12.31M	n/a	n/c	1
171	IWO iShares Russell 2000 Growth…	0.1%	$362.32M	1.12M	n/a	n/c	1
172	AVDE Avantis International…	0.1%	$361.63M	4.39M	n/a	n/c	1
173	GEV GE Vernova Inc.	0.1%	$361.36M	552.91K	n/a	n/c	1
174	UBER Uber Technologies, Inc.	0.1%	$360.31M	4.41M	n/a	n/c	1
175	RDVY First Trust Rising Dividend…	0.1%	$357.57M	5.15M	n/a	n/c	1
176	KO The Coca-Cola Company	0.1%	$356.89M	5.10M	n/a	n/c	1
177	CGGO Capital Group Global Growth…	0.1%	$355.03M	10.25M	n/a	n/c	1
178	IDEV iShares Core MSCI…	0.1%	$354.35M	4.30M	n/a	n/c	1
179	ADP Automatic Data Processing…	0.1%	$353.89M	1.38M	n/a	n/c	1
180	SPDW State Street SPDR Portfolio…	0.1%	$353.82M	7.97M	n/a	n/c	1
181	LCTU BLACKROCK ETF TRUST	0.1%	$352.02M	4.75M	n/a	n/c	1
182	LIN Linde plc	0.1%	$350.13M	821.15K	n/a	n/c	1
183	JAAA Janus Henderson AAA CLO ETF	0.1%	$347.27M	6.87M	n/a	n/c	1
184	T AT&T Inc.	0.1%	$345.86M	13.92M	n/a	n/c	1
185	TSME THRIVENT ETF TRUST	0.1%	$344.68M	8.28M	n/a	n/c	1
186	TLT iShares 20+ Year Treasury…	0.1%	$341.50M	3.92M	n/a	n/c	1
187	TEL TE Connectivity plc	0.1%	$341.04M	1.50M	n/a	n/c	1
188	RSP Invesco S&P 500 Equal…	0.1%	$340.01M	1.77M	n/a	n/c	1
189	KLAC KLA Corporation	0.1%	$337.96M	278.14K	n/a	n/c	1
190	MRK Merck & Co., Inc.	0.1%	$337.29M	3.20M	n/a	n/c	1
191	CGDG Capital Group Dividend…	0.1%	$330.88M	9.28M	n/a	n/c	1
192	IGIB iShares 5-10 Year…	0.1%	$329.69M	6.12M	n/a	n/c	1
193	USMV iShares MSCI USA Min Vol…	0.1%	$327.77M	3.48M	n/a	n/c	1
194	ORLY O'Reilly Automotive, Inc.	0.1%	$326.00M	3.57M	n/a	n/c	1
195	GSLC Goldman Sachs ActiveBeta…	0.1%	$322.84M	2.44M	n/a	n/c	1
196	ECL Ecolab Inc.	0.1%	$322.83M	1.23M	n/a	n/c	1
197	DIS The Walt Disney Company	0.1%	$322.44M	2.83M	n/a	n/c	1
198	USB U.S. Bancorp	0.1%	$322.19M	6.04M	n/a	n/c	1
199	CMI Cummins Inc.	0.1%	$321.42M	629.67K	n/a	n/c	1
200	CRM Salesforce, Inc.	0.1%	$320.06M	1.21M	n/a	n/c	1
201	IGSB iShares 1-5 Year Investment…	0.1%	$317.91M	6.01M	n/a	n/c	1
202	AJG Arthur J. Gallagher & Co.	0.1%	$316.25M	1.22M	n/a	n/c	1
203	WEC WEC Energy Group, Inc.	0.1%	$313.25M	2.97M	n/a	n/c	1
204	LMT Lockheed Martin Corporation	0.1%	$307.40M	635.55K	n/a	n/c	1
205	TCPB THRIVENT ETF TRUST	0.1%	$304.72M	5.94M	n/a	n/c	1
206	CGMU Capital Group Municipal…	0.1%	$303.12M	11.07M	n/a	n/c	1
207	EFG iShares MSCI EAFE Growth ETF	0.1%	$302.88M	2.66M	n/a	n/c	1
208	TMO Thermo Fisher Scientific…	0.1%	$300.47M	518.56K	n/a	n/c	1
209	PEP PepsiCo, Inc.	0.1%	$299.67M	2.09M	n/a	n/c	1
210	SHOP Shopify Inc.	0.1%	$297.68M	1.85M	n/a	n/c	1
211	CDNS Cadence Design Systems, Inc.	0.1%	$296.37M	948.16K	n/a	n/c	1
212	DUK Duke Energy Corporation	0.1%	$294.53M	2.51M	n/a	n/c	1
213	DHR Danaher Corporation	0.1%	$293.59M	1.28M	n/a	n/c	1
214	APP AppLovin Corporation	0.1%	$293.38M	435.39K	n/a	n/c	1
215	USMC Principal U.S. Mega-Cap ETF	0.1%	$292.40M	4.27M	n/a	n/c	1
216	C Citigroup Inc.	0.1%	$291.66M	2.50M	n/a	n/c	1
217	GNR State Street SPDR S&P…	0.1%	$289.57M	4.66M	n/a	n/c	1
218	SHY iShares 1-3 Year Treasury…	0.1%	$289.30M	3.49M	n/a	n/c	1
219	IPAC iShares Core MSCI Pacific…	0.1%	$288.92M	3.95M	n/a	n/c	1
220	ESGU iShares ESG Aware MSCI USA…	0.1%	$288.38M	1.94M	n/a	n/c	1
221	SHW The Sherwin-Williams Company	0.1%	$287.94M	888.65K	n/a	n/c	1
222	VBR Vanguard Morningstar…	0.1%	$285.34M	1.35M	n/a	n/c	1
223	IWX iShares Russell Top 200…	0.1%	$283.28M	3.08M	n/a	n/c	1
224	BIL State Street SPDR Bloomberg…	0.1%	$279.72M	3.06M	n/a	n/c	1
225	MNST Monster Beverage Corporation	0.1%	$279.48M	3.65M	n/a	n/c	1
226	SBUX Starbucks Corporation	0.1%	$279.05M	3.31M	n/a	n/c	1
227	XLU State Street Utilities…	0.1%	$277.83M	6.51M	n/a	n/c	1
228	MGK Vanguard Morningstar Mega…	0.1%	$277.15M	671.45K	n/a	n/c	1
229	BKNG Booking Holdings Inc.	0.1%	$276.27M	51.59K	n/a	n/c	1
230	ISRG Intuitive Surgical, Inc.	0.1%	$275.54M	486.50K	n/a	n/c	1
231	CGHM Capital Group Municipal…	0.1%	$270.10M	10.60M	n/a	n/c	1
232	GSUS Goldman Sachs MarketBeta…	0.1%	$270.02M	2.86M	n/a	n/c	1
233	GD General Dynamics Corporation	0.1%	$269.32M	799.96K	n/a	n/c	1
234	MCK McKesson Corporation	0.1%	$267.70M	326.36K	n/a	n/c	1
235	FBND Fidelity Total Bond ETF	0.1%	$266.38M	5.79M	n/a	n/c	1
236	SPTL State Street SPDR Portfolio…	0.1%	$266.04M	10.05M	n/a	n/c	1
237	WMB The Williams Companies, Inc.	0.1%	$264.86M	4.41M	n/a	n/c	1
238	AMAT Applied Materials, Inc.	0.1%	$262.15M	1.02M	n/a	n/c	1
239	VGIT Vanguard Intermediate-Term…	0.1%	$261.81M	4.37M	n/a	n/c	1
240	VGT Vanguard Information…	0.1%	$260.59M	345.71K	n/a	n/c	1
241	FELG Fidelity Enhanced Large Cap…	0.1%	$256.09M	6.14M	n/a	n/c	1
242	TXN Texas Instruments…	0.1%	$254.27M	1.47M	n/a	n/c	1
243	SNA Snap-on Incorporated	0.1%	$253.07M	734.38K	n/a	n/c	1
244	AMP Ameriprise Financial, Inc.	0.1%	$251.92M	513.77K	n/a	n/c	1
245	SPEM State Street SPDR Portfolio…	0.1%	$251.57M	5.37M	n/a	n/c	1
246	PAYX Paychex, Inc.	0.1%	$248.80M	2.22M	n/a	n/c	1
247	BSX Boston Scientific…	0.1%	$248.58M	2.61M	n/a	n/c	1
248	CAT Caterpillar Inc.	0.1%	$247.62M	432.26K	n/a	n/c	1
249	LOW Lowe's Companies, Inc.	0.1%	$247.59M	1.03M	n/a	n/c	1
250	NVS Novartis AG	0.1%	$245.71M	1.78M	n/a	n/c	1
251	CGBL Capital Group Core Balanced…	0.1%	$245.38M	6.95M	n/a	n/c	1
252	BNY Bank of New York Mellon Corp	0.1%	$245.09M	2.11M	n/a	n/c	1
253	IJJ iShares S&P Mid-Cap 400…	0.1%	$244.96M	1.86M	n/a	n/c	1
254	DE Deere & Company	0.1%	$243.99M	524.10K	n/a	n/c	1
255	DSI iShares ESG MSCI KLD 400 ETF	0.1%	$243.73M	1.89M	n/a	n/c	1
256	HIMU Blackrock ETF Trust II -…	0.1%	$240.38M	4.94M	n/a	n/c	1
257	AVUV Avantis U.S. Small Cap…	0.1%	$238.44M	2.34M	n/a	n/c	1
258	BUFR FT Vest Laddered Buffer ETF	0.1%	$236.95M	6.92M	n/a	n/c	1
259	GS The Goldman Sachs Group…	0.1%	$236.60M	269.17K	n/a	n/c	1
260	TSCO Tractor Supply Company	0.1%	$235.61M	4.71M	n/a	n/c	1
261	SPAB State Street SPDR Portfolio…	0.1%	$235.15M	9.13M	n/a	n/c	1
262	CGCP Capital Group Core Plus…	0.1%	$235.09M	10.38M	n/a	n/c	1
263	SPYV State Street SPDR Portfolio…	0.1%	$235.06M	4.14M	n/a	n/c	1
264	MSI Motorola Solutions, Inc.	0.1%	$234.46M	611.66K	n/a	n/c	1
265	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$234.19M	4.66M	n/a	n/c	1
266	COP ConocoPhillips	0.1%	$233.68M	2.50M	n/a	n/c	1
267	VT Vanguard Total World Stock…	0.1%	$233.51M	1.66M	n/a	n/c	1
268	ACLC AMERICAN CENTY ETF TR	0.1%	$226.34M	2.89M	n/a	n/c	1
269	JCI Johnson Controls…	0.1%	$225.99M	1.89M	n/a	n/c	1
270	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$225.74M	1.83M	n/a	n/c	1
271	PRF Invesco RAFI US 1000 ETF	0.1%	$224.49M	4.78M	n/a	n/c	1
272	TIP iShares TIPS Bond ETF	0.1%	$224.22M	2.04M	n/a	n/c	1
273	KKR KKR & Co. Inc.	0.1%	$224.21M	1.76M	n/a	n/c	1
274	WM Waste Management, Inc.	0.1%	$221.90M	1.01M	n/a	n/c	1
275	EOG EOG Resources, Inc.	0.1%	$221.65M	2.11M	n/a	n/c	1
276	SUSC iShares ESG Aware USD…	0.1%	$221.27M	9.46M	n/a	n/c	1
277	JPST JPMorgan Ultra-Short Income…	0.1%	$219.35M	4.34M	n/a	n/c	1
278	GILD Gilead Sciences, Inc.	0.1%	$219.17M	1.79M	n/a	n/c	1
279	AXP American Express Company	0.1%	$217.10M	586.88K	n/a	n/c	1
280	JIRE JPMorgan International…	0.1%	$217.05M	2.90M	n/a	n/c	1
281	IGM iShares Expanded Tech…	0.1%	$216.56M	1.68M	n/a	n/c	1
282	NDAQ Nasdaq, Inc.	0.1%	$215.96M	2.22M	n/a	n/c	1
283	PFE Pfizer Inc.	0.1%	$215.34M	8.65M	n/a	n/c	1
284	DFAX Dimensional World ex U.S.…	0.1%	$214.71M	6.56M	n/a	n/c	1
285	AVDV Avantis International Small…	0.1%	$214.41M	2.28M	n/a	n/c	1
286	AZO AutoZone, Inc.	0.1%	$214.09M	63.12K	n/a	n/c	1
287	VRTX Vertex Pharmaceuticals…	0.1%	$213.82M	471.64K	n/a	n/c	1
288	CASY Casey's General Stores, Inc.	0.1%	$213.61M	386.48K	n/a	n/c	1
289	CGMM Capital Group U.S. Small…	0.1%	$210.58M	7.30M	n/a	n/c	1
290	MRSH Marsh & McLennan Companies…	0.1%	$209.99M	1.13M	n/a	n/c	1
291	TMUS T-Mobile US, Inc.	0.1%	$209.32M	1.03M	n/a	n/c	1
292	EMR Emerson Electric Co.	0.1%	$208.68M	1.57M	n/a	n/c	1
293	IBB iShares Biotechnology ETF	0.1%	$206.41M	1.22M	n/a	n/c	1
294	MCO Moody's Corporation	0.1%	$205.85M	402.96K	n/a	n/c	1
295	FIBR ISHARES TR	0.1%	$204.79M	2.28M	n/a	n/c	1
296	USHY iShares Broad USD High…	0.1%	$201.60M	5.39M	n/a	n/c	1
297	VOE Vanguard Morningstar…	0.1%	$201.26M	1.13M	n/a	n/c	1
298	ACGL Arch Capital Group Ltd.	0.1%	$200.64M	2.09M	n/a	n/c	1
299	CWB State Street SPDR Bloomberg…	0.1%	$198.78M	2.23M	n/a	n/c	1
300	MO Altria Group, Inc.	0.1%	$198.34M	3.44M	n/a	n/c	1
301	SO The Southern Company	0.1%	$198.02M	2.27M	n/a	n/c	1
302	DVY iShares Select Dividend ETF	0.1%	$197.82M	1.40M	n/a	n/c	1
303	XLE State Street Energy Select…	0.1%	$196.97M	4.41M	n/a	n/c	1
304	JEPQ JPMorgan Nasdaq Equity…	0.1%	$196.95M	3.39M	n/a	n/c	1
305	BOND PIMCO Active Bond…	0.1%	$195.52M	2.10M	n/a	n/c	1
306	COWZ Pacer US Cash Cows 100 ETF	0.1%	$194.51M	3.23M	n/a	n/c	1
307	SMH VanEck Semiconductor ETF	0.1%	$192.84M	535.48K	n/a	n/c	1
308	SCHQ SCHWAB STRATEGIC TR	0.1%	$191.82M	6.05M	n/a	n/c	1
309	VGSH Vanguard Short-Term…	0.1%	$190.66M	3.25M	n/a	n/c	1
310	VTIP Vanguard Short-Term…	0.1%	$190.30M	3.85M	n/a	n/c	1
311	DFIV Dimensional - International…	0.1%	$188.68M	3.78M	n/a	n/c	1
312	VOT Vanguard Morningstar…	0.1%	$188.64M	675.78K	n/a	n/c	1
313	AVUS Avantis U.S. Equity ETF	0.1%	$188.31M	1.68M	n/a	n/c	1
314	UL Unilever PLC	0.1%	$187.82M	2.87M	n/a	n/c	1
315	HSY The Hershey Company	0.1%	$187.62M	1.03M	n/a	n/c	1
316	ROST Ross Stores, Inc.	0.1%	$185.77M	1.03M	n/a	n/c	1
317	ENB Enbridge Inc.	0.1%	$185.45M	3.88M	n/a	n/c	1
318	PVAL Putnam Focused Large Cap…	0.1%	$184.95M	4.06M	n/a	n/c	1
319	TFC Truist Financial Corporation	0.1%	$184.53M	3.75M	n/a	n/c	1
320	MGV Vanguard Morningstar Mega…	0.1%	$184.01M	1.30M	n/a	n/c	1
321	BDX Becton, Dickinson and…	0.1%	$182.98M	942.92K	n/a	n/c	1
322	SCHO Schwab Short-Term U.S.…	0.1%	$182.12M	7.47M	n/a	n/c	1
323	TTE TotalEnergies SE	0.1%	$181.76M	2.78M	n/a	n/c	1
324	CAH Cardinal Health, Inc.	0.1%	$181.53M	883.37K	n/a	n/c	1
325	IJK iShares S&P Mid-Cap 400…	0.1%	$181.05M	1.87M	n/a	n/c	1
326	VYMI Vanguard International High…	0.1%	$179.24M	1.99M	n/a	n/c	1
327	PANW Palo Alto Networks, Inc.	0.1%	$177.62M	964.25K	n/a	n/c	1
328	SPTI State Street SPDR Portfolio…	0.1%	$177.47M	6.15M	n/a	n/c	1
329	SAP SAP SE	0.1%	$177.29M	729.88K	n/a	n/c	1
330	CRWD CrowdStrike Holdings, Inc.	0.1%	$175.30M	373.96K	n/a	n/c	1
331	SPOT Spotify Technology S.A.	0.1%	$175.05M	301.44K	n/a	n/c	1
332	HON Honeywell International Inc.	0.1%	$174.31M	893.47K	n/a	n/c	1
333	CGMS Capital Group U.S.…	0.1%	$173.88M	6.30M	n/a	n/c	1
334	EAGG iShares ESG Aware U.S.…	0.1%	$173.35M	3.62M	n/a	n/c	1
335	FERG Ferguson plc	0.1%	$173.16M	777.78K	n/a	n/c	1
336	MU Micron Technology, Inc.	0.1%	$171.19M	599.80K	n/a	n/c	1
337	JNK State Street SPDR Bloomberg…	0.1%	$170.97M	1.76M	n/a	n/c	1
338	ICE Intercontinental Exchange…	0.1%	$170.66M	1.05M	n/a	n/c	1
339	VPL Vanguard FTSE Pacific ETF	0.1%	$170.49M	1.89M	n/a	n/c	1
340	EEMA ISHARES INC	0.1%	$170.19M	1.81M	n/a	n/c	1
341	SYK Stryker Corporation	0.1%	$169.61M	482.58K	n/a	n/c	1
342	PSX Phillips 66	0.1%	$169.08M	1.31M	n/a	n/c	1
343	BTI British American Tobacco…	0.1%	$168.77M	2.98M	n/a	n/c	1
344	VICI VICI Properties Inc.	0.1%	$168.38M	5.99M	n/a	n/c	1
345	SPTS State Street SPDR Portfolio…	0.1%	$168.03M	5.74M	n/a	n/c	1
346	SCHI SCHWAB STRATEGIC TR	0.1%	$167.68M	7.30M	n/a	n/c	1
347	VEEV Veeva Systems Inc.	0.1%	$167.61M	750.83K	n/a	n/c	1
348	VOOG Vanguard S&P 500 Growth ETF	0.1%	$167.28M	376.25K	n/a	n/c	1
349	VONV Vanguard Russell 1000 Value…	0.1%	$166.99M	1.81M	n/a	n/c	1
350	BA The Boeing Company	0.0%	$166.64M	797.88K	n/a	n/c	1
351	SPMD State Street SPDR Portfolio…	0.0%	$165.89M	2.86M	n/a	n/c	1
352	ETR Entergy Corporation	0.0%	$165.36M	1.79M	n/a	n/c	1
353	ADSK Autodesk, Inc.	0.0%	$164.85M	556.91K	n/a	n/c	1
354	TRV The Travelers Companies…	0.0%	$164.83M	568.31K	n/a	n/c	1
355	CMCSA Comcast Corporation	0.0%	$164.15M	5.49M	n/a	n/c	1
356	SPSM State Street SPDR Portfolio…	0.0%	$163.62M	3.49M	n/a	n/c	1
357	SPSB State Street SPDR Portfolio…	0.0%	$162.89M	5.39M	n/a	n/c	1
358	MDLZ Mondelez International, Inc.	0.0%	$162.25M	3.01M	n/a	n/c	1
359	ADBE Adobe Inc.	0.0%	$161.68M	461.95K	n/a	n/c	1
360	COR Cencora, Inc.	0.0%	$161.28M	477.52K	n/a	n/c	1
361	FTEC Fidelity MSCI Information…	0.0%	$160.84M	715.92K	n/a	n/c	1
362	DFIC Dimensional - International…	0.0%	$159.57M	4.63M	n/a	n/c	1
363	VBK Vanguard Morningstar…	0.0%	$159.00M	526.29K	n/a	n/c	1
364	SPMO Invesco S&P 500 Momentum ETF	0.0%	$157.71M	1.32M	n/a	n/c	1
365	ZTS Zoetis Inc.	0.0%	$157.36M	1.25M	n/a	n/c	1
366	IDV iShares International…	0.0%	$157.32M	3.99M	n/a	n/c	1
367	SNPS Synopsys, Inc.	0.0%	$157.07M	334.38K	n/a	n/c	1
368	ESGE iShares ESG Aware MSCI EM…	0.0%	$156.82M	3.55M	n/a	n/c	1
369	EXPD Expeditors International of…	0.0%	$154.76M	1.04M	n/a	n/c	1
370	PYLD PIMCO Multisector Bond…	0.0%	$154.67M	5.80M	n/a	n/c	1
371	SNY Sanofi	0.0%	$154.52M	3.19M	n/a	n/c	1
372	PLTR Palantir Technologies Inc.	0.0%	$153.99M	866.35K	n/a	n/c	1
373	USXF iShares ESG Advanced MSCI…	0.0%	$153.57M	2.67M	n/a	n/c	1
374	APD Air Products and Chemicals…	0.0%	$151.52M	613.43K	n/a	n/c	1
375	TOTL State Street DoubleLine…	0.0%	$150.89M	3.75M	n/a	n/c	1
376	SDY State Street SPDR S&P…	0.0%	$150.23M	1.08M	n/a	n/c	1
377	SE Sea Limited	0.0%	$149.94M	1.18M	n/a	n/c	1
378	ELV Elevance Health Inc.	0.0%	$149.08M	425.28K	n/a	n/c	1
379	FENI Fidelity Enhanced…	0.0%	$148.80M	4.07M	n/a	n/c	1
380	OMC Omnicom Group Inc.	0.0%	$148.70M	1.84M	n/a	n/c	1
381	VWOB Vanguard Emerging Markets…	0.0%	$148.23M	2.20M	n/a	n/c	1
382	CVS CVS Health Corp.	0.0%	$148.21M	1.87M	n/a	n/c	1
383	SNOW Snowflake Inc.	0.0%	$147.52M	672.52K	n/a	n/c	1
384	IGEB ISHARES TR	0.0%	$147.01M	3.22M	n/a	n/c	1
385	VNQ Vanguard Real Estate ETF	0.0%	$146.65M	1.66M	n/a	n/c	1
386	SHEL Shell plc	0.0%	$146.36M	1.99M	n/a	n/c	1
387	IGLB iShares 10+ Year Investment…	0.0%	$145.90M	2.89M	n/a	n/c	1
388	SPHQ Invesco S&P 500 Quality ETF	0.0%	$145.24M	1.94M	n/a	n/c	1
389	ICVT iShares Convertible Bond ETF	0.0%	$144.43M	1.47M	n/a	n/c	1
390	CGCB Capital Group Core Bond ETF	0.0%	$143.89M	5.43M	n/a	n/c	1
391	MET MetLife, Inc.	0.0%	$143.48M	1.82M	n/a	n/c	1
392	JBND JPMorgan Active Bond ETF	0.0%	$143.10M	2.65M	n/a	n/c	1
393	GCOR GOLDMAN SACHS ETF TR	0.0%	$142.74M	3.44M	n/a	n/c	1
394	IWS iShares Russell Mid-Cap…	0.0%	$142.01M	1.01M	n/a	n/c	1
395	GTO Invesco Total Return Bond…	0.0%	$141.75M	2.99M	n/a	n/c	1
396	NVO Novo Nordisk A/S	0.0%	$141.11M	2.77M	n/a	n/c	1
397	NGG National Grid plc	0.0%	$140.69M	1.82M	n/a	n/c	1
398	FNDX Schwab Fundamental U.S.…	0.0%	$140.25M	5.15M	n/a	n/c	1
399	PAVE Global X - U.S.…	0.0%	$139.30M	2.91M	n/a	n/c	1
400	RGLO RUSSELL INVTS EXCHANGE	0.0%	$139.10M	4.69M	n/a	n/c	1
401	KMI Kinder Morgan, Inc.	0.0%	$138.93M	5.05M	n/a	n/c	1
402	ARES Ares Management Corporation	0.0%	$138.59M	857.45K	n/a	n/c	1
403	JMBS Janus Henderson…	0.0%	$138.36M	3.03M	n/a	n/c	1
404	SONY Sony Group Corporation	0.0%	$137.63M	5.38M	n/a	n/c	1
405	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$137.15M	1.44M	n/a	n/c	1
406	RING ISHARES INC	0.0%	$135.16M	1.84M	n/a	n/c	1
407	IQV IQVIA Holdings Inc.	0.0%	$133.40M	591.79K	n/a	n/c	1
408	SCHP Schwab US TIPS ETF	0.0%	$133.15M	5.03M	n/a	n/c	1
409	GBIL Goldman Sachs Access…	0.0%	$132.87M	1.33M	n/a	n/c	1
410	PSC Principal U.S. Small-Cap…	0.0%	$132.04M	2.29M	n/a	n/c	1
411	CEG Constellation Energy…	0.0%	$131.33M	371.74K	n/a	n/c	1
412	FVD First Trust Value Line…	0.0%	$130.42M	2.83M	n/a	n/c	1
413	CBRE CBRE Group, Inc.	0.0%	$130.42M	811.12K	n/a	n/c	1
414	VHT Vanguard Health Care ETF	0.0%	$129.95M	451.46K	n/a	n/c	1
415	EQIX Equinix, Inc.	0.0%	$129.82M	169.44K	n/a	n/c	1
416	DIHP Dimensional International…	0.0%	$129.77M	4.10M	n/a	n/c	1
417	GSK GSK plc	0.0%	$129.70M	2.64M	n/a	n/c	1
418	DIVO Amplify CWP Enhanced…	0.0%	$128.80M	2.89M	n/a	n/c	1
419	DPZ Domino's Pizza, Inc.	0.0%	$128.79M	308.99K	n/a	n/c	1
420	XTEN BONDBLOXX ETF TRUST	0.0%	$128.34M	2.78M	n/a	n/c	1
421	VGLT Vanguard Long-Term Treasury…	0.0%	$128.25M	2.30M	n/a	n/c	1
422	SPTM State Street SPDR Portfolio…	0.0%	$128.08M	1.55M	n/a	n/c	1
423	URI United Rentals, Inc.	0.0%	$127.99M	158.15K	n/a	n/c	1
424	ABNB Airbnb, Inc.	0.0%	$127.97M	942.91K	n/a	n/c	1
425	RSG Republic Services, Inc.	0.0%	$127.58M	601.97K	n/a	n/c	1
426	CARR Carrier Global Corporation	0.0%	$127.53M	2.41M	n/a	n/c	1
427	HLT Hilton Worldwide Holdings…	0.0%	$126.54M	440.52K	n/a	n/c	1
428	WELL Welltower Inc.	0.0%	$126.34M	680.68K	n/a	n/c	1
429	BCHP PRINCIPAL EXCHANGE TRADED	0.0%	$126.31M	3.37M	n/a	n/c	1
430	LPLA LPL Financial Holdings Inc.	0.0%	$126.06M	352.94K	n/a	n/c	1
431	SDVY First Trust SMID Cap Rising…	0.0%	$125.76M	3.28M	n/a	n/c	1
432	VRSN VeriSign, Inc.	0.0%	$125.30M	515.76K	n/a	n/c	1
433	HELO JPMorgan Hedged Equity…	0.0%	$124.54M	1.87M	n/a	n/c	1
434	XTWY BONDBLOXX ETF TRUST	0.0%	$124.12M	3.28M	n/a	n/c	1
435	AMD Advanced Micro Devices, Inc.	0.0%	$124.02M	579.10K	n/a	n/c	1
436	CTAS Cintas Corporation	0.0%	$123.83M	658.41K	n/a	n/c	1
437	IYG iShares U.S. Financial…	0.0%	$122.61M	1.33M	n/a	n/c	1
438	PFF iShares Preferred and…	0.0%	$122.52M	3.96M	n/a	n/c	1
439	SHV iShares Trust iShares 0-1…	0.0%	$122.11M	1.11M	n/a	n/c	1
440	GLW Corning Inc	0.0%	$122.01M	1.39M	n/a	n/c	1
441	IDXX IDEXX Laboratories, Inc.	0.0%	$121.71M	179.90K	n/a	n/c	1
442	AON Aon plc	0.0%	$121.50M	344.31K	n/a	n/c	1
443	EBAY eBay Inc.	0.0%	$121.41M	1.39M	n/a	n/c	1
444	O Realty Income Corporation	0.0%	$121.33M	2.15M	n/a	n/c	1
445	NOC Northrop Grumman Corporation	0.0%	$121.01M	212.22K	n/a	n/c	1
446	XLSR SSGA ACTIVE TR	0.0%	$119.89M	1.92M	n/a	n/c	1
447	RH Rh	0.0%	$119.64M	954.39K	n/a	n/c	1
448	SCHF Schwab International Equity…	0.0%	$118.97M	4.95M	n/a	n/c	1
449	JIVE JPMorgan International…	0.0%	$118.23M	1.47M	n/a	n/c	1
450	JPIE JPMorgan Income ETF	0.0%	$117.64M	2.54M	n/a	n/c	1
451	GSIE Goldman Sachs ActiveBeta…	0.0%	$117.53M	2.74M	n/a	n/c	1
452	GVI iShares Intermediate…	0.0%	$117.52M	1.09M	n/a	n/c	1
453	XLG Invesco S&P 500 Top 50 ETF	0.0%	$117.46M	1.98M	n/a	n/c	1
454	XSMO Invesco S&P SmallCap…	0.0%	$117.43M	1.63M	n/a	n/c	1
455	FDVV Fidelity High Dividend ETF	0.0%	$117.39M	2.07M	n/a	n/c	1
456	DUHP Dimensional - US High…	0.0%	$116.74M	3.07M	n/a	n/c	1
457	DIA State Street SPDR Dow Jones…	0.0%	$115.72M	240.79K	n/a	n/c	1
458	CTVA Corteva, Inc.	0.0%	$115.52M	1.72M	n/a	n/c	1
459	MTBA SIMPLIFY EXCHANGE TRADED	0.0%	$114.50M	2.27M	n/a	n/c	1
460	DELL Dell Technologies Inc.	0.0%	$114.29M	907.94K	n/a	n/c	1
461	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$114.23M	1.70M	n/a	n/c	1
462	SGOV iShares 0-3 Month Treasury…	0.0%	$113.13M	1.13M	n/a	n/c	1
463	MPWR Monolithic Power Systems…	0.0%	$112.96M	124.63K	n/a	n/c	1
464	AVY Avery Dennison Corporation	0.0%	$112.94M	620.96K	n/a	n/c	1
465	EME EMCOR Group, Inc.	0.0%	$112.74M	184.28K	n/a	n/c	1
466	FVAL FIDELITY COVINGTON TRUST	0.0%	$112.03M	1.55M	n/a	n/c	1
467	ITW Illinois Tool Works Inc.	0.0%	$112.02M	454.84K	n/a	n/c	1
468	IWY iShares Russell Top 200…	0.0%	$111.87M	403.94K	n/a	n/c	1
469	PIEQ Principal Exchange-Traded…	0.0%	$111.70M	3.39M	n/a	n/c	1
470	TT Trane Technologies plc	0.0%	$110.91M	284.97K	n/a	n/c	1
471	FDMO FIDELITY COVINGTON TRUST	0.0%	$110.63M	1.32M	n/a	n/c	1
472	TAXF AMERICAN CENTY ETF TR	0.0%	$110.57M	2.19M	n/a	n/c	1
473	HWM Howmet Aerospace Inc.	0.0%	$110.42M	538.58K	n/a	n/c	1
474	PPL PPL Corporation	0.0%	$110.32M	3.15M	n/a	n/c	1
475	SRE Sempra	0.0%	$109.75M	1.24M	n/a	n/c	1
476	EEM iShares MSCI Emerging…	0.0%	$109.41M	2.00M	n/a	n/c	1
477	EMXC iShares MSCI Emerging…	0.0%	$109.40M	1.51M	n/a	n/c	1
478	TFI State Street SPDR Nuveen…	0.0%	$109.29M	2.39M	n/a	n/c	1
479	HDV iShares Core High Dividend…	0.0%	$109.21M	898.00K	n/a	n/c	1
480	APMU TRUST FOR PROFESSIONAL	0.0%	$108.91M	4.34M	n/a	n/c	1
481	BR Broadridge Financial…	0.0%	$108.70M	487.07K	n/a	n/c	1
482	UPS United Parcel Service, Inc.	0.0%	$108.66M	1.10M	n/a	n/c	1
483	DFSD Dimensional - Short…	0.0%	$108.56M	2.26M	n/a	n/c	1
484	DFAS Dimensional - US Small Cap…	0.0%	$108.16M	1.55M	n/a	n/c	1
485	QINT AMERICAN CENTY ETF TR	0.0%	$107.02M	1.67M	n/a	n/c	1
486	EVUS ISHARES TR	0.0%	$106.83M	3.33M	n/a	n/c	1
487	VRSK Verisk Analytics, Inc.	0.0%	$106.67M	476.86K	n/a	n/c	1
488	GLDM SPDR Gold MiniShares Trust	0.0%	$106.12M	1.24M	n/a	n/c	1
489	VOX Vanguard Communication…	0.0%	$105.79M	546.36K	n/a	n/c	1
490	JCPB JPMorgan Core Plus Bond ETF	0.0%	$105.65M	2.23M	n/a	n/c	1
491	BN Brookfield Corporation	0.0%	$105.64M	2.30M	n/a	n/c	1
492	TRGP Targa Resources Corp.	0.0%	$105.57M	572.21K	n/a	n/c	1
493	NSC Norfolk Southern Corporation	0.0%	$104.23M	361.02K	n/a	n/c	1
494	JGRO JPMorgan Active Growth ETF	0.0%	$102.89M	1.11M	n/a	n/c	1
495	CTRA Coterra Energy Inc.	0.0%	$102.88M	3.91M	n/a	n/c	1
496	GWW W.W. Grainger, Inc.	0.0%	$102.71M	101.79K	n/a	n/c	1
497	WDC Western Digital Corporation	0.0%	$102.20M	593.27K	n/a	n/c	1
498	MLN VANECK ETF TRUST	0.0%	$102.14M	5.83M	n/a	n/c	1
499	SPHY State Street SPDR Portfolio…	0.0%	$101.82M	4.30M	n/a	n/c	1
500	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$101.15M	2.10M	n/a	n/c	1

仅含普通股（SH）持仓；期权行显示于"期权"标签页，且不作净额处理。✂ = 变动基于拆股调整后的前期持股数计算。"持有 N+ 季度"= 在我们的数据窗口内每季度均有持仓，实际持有时间可能更长。

持仓持有时长

43720–1 季度

当前各持仓在我们数据窗口内已连续报告的季度数。

相似管理人

管理人	共同持仓	名称重叠	加权相似度
Mml Investors Services, Llc	3045	61.7%	0.8905	对比 ⇄
Truist Financial Corp	2660	54.0%	0.7843	对比 ⇄
Cetera Investment Advisers	3912	69.7%	0.7794	对比 ⇄
Citadel Advisors	3246	42.3%	0.7506	对比 ⇄
Northwestern Mutual Wealth Management Co	3290	60.2%	0.7304	对比 ⇄
LPL Financial LLC	4299	67.8%	0.7164	对比 ⇄
Wealth Enhancement Advisory Services…	3160	57.6%	0.7048	对比 ⇄
Captrust Financial Advisors	2662	50.8%	0.701	对比 ⇄

仅基于已申报多头仓位的相似度分析，对冲头寸及非13F资产不可见。方法论

申报记录

Sep 23 2026 13F-HR/A · 期间 Q2 2026

$424.24B · 4,825 持仓条目数 · 修正件 (restatement) · 查看 SEC 原始申报文件 ↗

Aug 03 2026 13F-HR · 期间 Q2 2026

$423.60B · 4,822 持仓条目数 · 查看 SEC 原始申报文件 ↗

May 04 2026 13F-HR · 期间 Q1 2026

$373.58B · 4,703 持仓条目数 · 查看 SEC 原始申报文件 ↗

Feb 10 2026 13F-HR · 期间 Q4 2025

$337.09B · 4,439 持仓条目数 · 查看 SEC 原始申报文件 ↗

Nov 05 2025 13F-HR · 期间 Q3 2025

$347.54B · 4,505 持仓条目数 · 查看 SEC 原始申报文件 ↗

Aug 01 2025 13F-HR · 期间 Q2 2025

$342.70B · 4,426 持仓条目数 · 查看 SEC 原始申报文件 ↗

数据来源: 本管理人 13F 信息表（SEC EDGAR）中解析的全部持仓；数值按申报原值列示，单位为美元整数。变动比较各季度最新已接受版本（含修正案），股份数量已按拆股调整。报告期: Q4 2025 · 最新申报文件 Sep 23, 2026 · 变动方法论

☆ Envestnet Asset Management Inc

Envestnet Asset Management Inc