Hồ sơ lưu nhà quản lý

Focus Partners Wealth

St Louis, MO · CIK 1542153 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$97.63BGiá trị 13F được báo cáo

2,759Vị thế

20.5%Tỷ trọng top 10

131.80Danh mục nắm giữ hiệu lực

6.4%Doanh thu ước tính

+307Mới

−231Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý.

Giá trị được báo cáo theo quý Q4 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 59.5% (+1.7pp)

Công nghệ 17.1% (+1.1pp)

Dịch vụ Truyền thông 4.4% (-0.1pp)

Công nghiệp 4.3% (-0.5pp)

Chăm sóc sức khỏe 4.1% (-0.4pp)

Hàng tiêu dùng chu kỳ 4.0% (-0.4pp)

Hàng tiêu dùng thiết yếu 2.5% (-0.4pp)

Năng lượng 1.8% (-0.6pp)

Tiện ích 0.9% (-0.1pp)

Bất động sản 0.7% (+0.0pp)

Vật liệu Cơ bản 0.7% (-0.2pp)

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

Danh mục đầu tư · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	AAPL Apple Inc.	3.0%	$2.89B	10.02M	+0.1%	▲ Add	3+
2	NVDA NVIDIA Corporation	2.6%	$2.48B	12.43M	+3.1%	▲ Add	3+
3	XLK State Street Technology…	2.5%	$2.42B	12.70M	-2.1%	▼ Trim	3+
4	MSFT Microsoft Corporation	1.9%	$1.90B	5.08M	-4.2%	▼ Trim	3+
5	DFAC Dimensional - US Core…	1.9%	$1.87B	42.13M	-1.1%	▼ Trim	3+
6	VOO Vanguard S&P 500 ETF	1.9%	$1.85B	2.69M	+0.6%	▲ Add	3+
7	IVV iShares Core S&P 500 ETF	1.9%	$1.81B	2.41M	+9.5%	▲ Add	3+
8	SPY State Street SPDR S&P 500…	1.7%	$1.65B	2.36M	-3.0%	▼ Trim	3+
9	AMZN Amazon.com, Inc.	1.7%	$1.63B	6.84M	-10.9%	▼ Trim	3+
10	GOOGL Alphabet Inc.	1.5%	$1.48B	4.13M	-14.1%	▼ Trim	3+
11	GOOG Alphabet Inc.	1.4%	$1.41B	3.99M	-3.7%	▼ Trim	3+
12	ITOT iShares Core S&P Total U.S.…	1.4%	$1.40B	8.54M	+27.7%	▲ Add	3+
13	EQTY Kovitz Core Equity ETF	1.3%	$1.23B	43.87M	-1.6%	▼ Trim	3+
14	BSVO EA Bridgeway Omni Small-Cap…	1.1%	$1.08B	36.84M	-1.1%	▼ Trim	3+
15	AVGO Broadcom Inc.	1.0%	$1.00B	2.66M	-17.2%	▼ Trim	3+
16	VTI Vanguard Morningstar Total…	1.0%	$1.00B	2.71M	-1.4%	▼ Trim	3+
17	JPM JPMorgan Chase & Co.	1.0%	$953.84M	2.91M	-6.2%	▼ Trim	3+
18	DFIV Dimensional - International…	1.0%	$929.04M	17.20M	+27.0%	▲ Add	3+
19	VTV Vanguard Morningstar Value…	1.0%	$928.78M	4.26M	-0.5%	▼ Trim	3+
20	DUHP Dimensional - US High…	0.9%	$895.74M	21.47M	+5.3%	▲ Add	3+
21	VGIT Vanguard Intermediate-Term…	0.9%	$893.62M	15.15M	+9.5%	▲ Add	3+
22	DFAT Dimensional - US Targeted…	0.9%	$873.19M	12.49M	-5.0%	▼ Trim	3+
23	VEA Vanguard FTSE Developed…	0.9%	$849.20M	11.92M	+43.8%	▲ Add	3+
24	AVUV Avantis U.S. Small Cap…	0.8%	$818.85M	6.56M	-1.5%	▼ Trim	3+
25	AMD Advanced Micro Devices, Inc.	0.8%	$789.83M	1.36M	-49.2%	▼ Trim	3+
26	DFUV Dimensional - US Marketwide…	0.8%	$782.11M	14.22M	-3.2%	▼ Trim	3+
27	DFUS Dimensional U.S. Equity ETF	0.8%	$773.76M	9.44M	+1.1%	▲ Add	3+
28	IWB iShares Russell 1000 ETF	0.8%	$761.41M	1.86M	-3.8%	▼ Trim	3+
29	LRCX Lam Research Corporation	0.7%	$711.76M	1.64M	-35.0%	▼ Trim	3+
30	BRK-B Berkshire Hathaway Inc.	0.7%	$679.29M	1.36M	+2.4%	▲ Add	3+
31	IXUS iShares Core MSCI Total…	0.7%	$666.21M	6.98M	-0.2%	▼ Trim	3+
32	IWF iShares Russell 1000 Growth…	0.7%	$653.04M	5.26M	-2.0% ✂	▼ Trim	3+
33	META Meta Platforms, Inc.	0.6%	$631.87M	1.12M	-6.2%	▼ Trim	3+
34	VGT Vanguard Information…	0.6%	$606.02M	5.07M	-1.9% ✂	▼ Trim	3+
35	V Visa Inc.	0.6%	$593.75M	1.73M	-10.8%	▼ Trim	3+
36	DIHP Dimensional International…	0.6%	$585.00M	17.14M	+10.4%	▲ Add	3+
37	DISV Dimensional - International…	0.6%	$538.31M	13.41M	-3.6%	▼ Trim	3+
38	XLF State Street Financial…	0.5%	$524.33M	9.78M	+16.9%	▲ Add	3+
39	AVDV Avantis International Small…	0.5%	$495.99M	4.81M	+10.0%	▲ Add	3+
40	XLV State Street Health Care…	0.5%	$478.64M	3.02M	-2.1%	▼ Trim	3+
41	JAAA Janus Henderson AAA CLO ETF	0.5%	$478.34M	9.44M	+1.0%	▲ Add	3+
42	XLI State Street Industrial…	0.5%	$452.72M	2.44M	+21.5%	▲ Add	3+
43	MU Micron Technology, Inc.	0.5%	$442.72M	383.74K	-19.2%	▼ Trim	3+
44	TMO Thermo Fisher Scientific…	0.4%	$431.44M	860.54K	-24.6%	▼ Trim	3+
45	XLC State Street Communication…	0.4%	$421.11M	3.93M	-19.1%	▼ Trim	3+
46	DFEM Dimensional - Emerging…	0.4%	$402.32M	9.90M	+9.8%	▲ Add	3+
47	QUS SPDR SERIES TRUST	0.4%	$389.35M	2.08M	+1.3%	▲ Add	3+
48	WMT Walmart Inc.	0.4%	$388.62M	3.43M	+1.4%	▲ Add	3+
49	KLAC KLA Corporation	0.4%	$386.50M	1.28M	-0.1% ✂	▼ Trim	3+
50	SMH VanEck Semiconductor ETF	0.4%	$386.11M	588.68K	+530.0%	▲ Add	3+
51	DFAX Dimensional World ex U.S.…	0.4%	$382.89M	10.39M	-0.1%	▼ Trim	3+
52	JNJ Johnson & Johnson	0.4%	$377.98M	1.49M	-7.2%	▼ Trim	3+
53	VUG Vanguard Morningstar Growth…	0.4%	$365.58M	4.24M	-2.4% ✂	▼ Trim	3+
54	XLY State Street Consumer…	0.4%	$354.50M	3.02M	+0.2%	▲ Add	3+
55	DFSD Dimensional - Short…	0.4%	$346.37M	7.25M	+18.5%	▲ Add	3+
56	IWD iShares Russell 1000 Value…	0.4%	$343.43M	1.42M	+0.2%	▲ Add	3+
57	RSP Invesco S&P 500 Equal…	0.3%	$337.03M	1.58M	-1.9%	▼ Trim	3+
58	PG The Procter & Gamble Company	0.3%	$336.01M	2.29M	+1.9%	▲ Add	3+
59	COST Costco Wholesale Corporation	0.3%	$334.37M	357.42K	+0.2%	▲ Add	3+
60	IDEV iShares Core MSCI…	0.3%	$331.28M	3.72M	+5.6%	▲ Add	3+
61	QUAL iShares MSCI USA Quality…	0.3%	$324.12M	1.48M	-38.5%	▼ Trim	3+
62	MA Mastercard Incorporated	0.3%	$322.71M	628.32K	-5.5%	▼ Trim	3+
63	CSCO Cisco Systems, Inc.	0.3%	$321.30M	2.74M	-14.2%	▼ Trim	3+
64	LLY Eli Lilly and Company	0.3%	$311.91M	260.05K	+9.7%	▲ Add	3+
65	CAT Caterpillar Inc.	0.3%	$303.57M	285.16K	-15.6%	▼ Trim	3+
66	KEYS Keysight Technologies, Inc.	0.3%	$299.74M	856.24K	-38.3%	▼ Trim	3+
67	AMAT Applied Materials, Inc.	0.3%	$298.65M	412.98K	-13.8%	▼ Trim	3+
68	DIA State Street SPDR Dow Jones…	0.3%	$298.00M	570.45K	-1.3%	▼ Trim	3+
69	TSLA Tesla, Inc.	0.3%	$295.90M	703.53K	+7.5%	▲ Add	3+
70	ICE Intercontinental Exchange…	0.3%	$291.96M	2.37M	-18.2%	▼ Trim	3+
71	PM Philip Morris International…	0.3%	$287.46M	1.59M	-4.5%	▼ Trim	3+
72	CVX Chevron Corporation	0.3%	$286.79M	1.73M	-2.0%	▼ Trim	3+
73	IEFA iShares Core MSCI EAFE ETF	0.3%	$277.22M	2.87M	-0.7%	▼ Trim	3+
74	IVE iShares S&P 500 Value ETF	0.3%	$273.68M	1.21M	-1.9%	▼ Trim	3+
75	IEMG iShares Core MSCI Emerging…	0.3%	$273.07M	3.30M	+7.7%	▲ Add	3+
76	DFAS Dimensional - US Small Cap…	0.3%	$269.82M	3.28M	-5.0%	▼ Trim	3+
77	VTIP Vanguard Short-Term…	0.3%	$268.11M	5.34M	+16.0%	▲ Add	3+
78	IVW iShares S&P 500 Growth ETF	0.3%	$267.90M	1.95M	+2.3%	▲ Add	3+
79	GS The Goldman Sachs Group…	0.3%	$260.10M	257.17K	-1.1%	▼ Trim	3+
80	PEP PepsiCo, Inc.	0.3%	$259.42M	1.92M	-30.9%	▼ Trim	3+
81	IJR iShares Core S&P Small-Cap…	0.3%	$257.13M	1.73M	-0.2%	▼ Trim	3+
82	WT WisdomTree, Inc.	0.5%	$251.66M	2.61M	-5.7%	▼ Trim	3+
83	AVUS Avantis U.S. Equity ETF	0.3%	$250.33M	1.95M	-0.2%	▼ Trim	3+
84	AVLV Avantis U.S. Large Cap…	0.3%	$249.44M	2.73M	+9.2%	▲ Add	3+
85	DFNM DIMENSIONAL ETF TRUST	0.3%	$245.04M	5.07M	+20.1%	▲ Add	3+
86	SGOV iShares 0-3 Month Treasury…	0.2%	$238.92M	2.37M	-5.4%	▼ Trim	3+
87	LOW Lowe's Companies, Inc.	0.2%	$238.28M	1.08M	-27.6%	▼ Trim	3+
88	SPGI S&P Global Inc.	0.2%	$237.50M	583.16K	+102.2%	▲ Add	3+
89	AON Aon plc	0.2%	$234.47M	706.90K	+12.1%	▲ Add	3+
90	ABBV AbbVie Inc.	0.2%	$233.92M	929.57K	+3.9%	▲ Add	3+
91	GLW Corning Inc	0.2%	$233.30M	914.25K	+5.2%	▲ Add	3+
92	SCHG Schwab U.S. Large-Cap…	0.2%	$231.33M	6.84M	-43.7%	▼ Trim	3+
93	SCHW The Charles Schwab…	0.2%	$230.54M	2.50M	+10.8%	▲ Add	3+
94	VWO Vanguard FTSE Emerging…	0.2%	$226.84M	3.80M	+1.0%	▲ Add	3+
95	QCOM QUALCOMM Incorporated	0.2%	$226.81M	1.23M	-0.7%	▼ Trim	3+
96	PANW Palo Alto Networks, Inc.	0.2%	$221.90M	650.69K	+3.0%	▲ Add	3+
97	VXF Vanguard Extended Market ETF	0.2%	$219.88M	893.05K	-1.0%	▼ Trim	3+
98	HD The Home Depot, Inc.	0.2%	$202.65M	574.59K	-17.8%	▼ Trim	3+
99	VBR Vanguard Morningstar…	0.2%	$202.48M	833.30K	+0.5%	▲ Add	3+
100	ISVL ISHARES TR	0.2%	$201.61M	4.00M	Mới	New	1
101	PH Parker-Hannifin Corporation	0.2%	$200.74M	205.23K	-48.0%	▼ Trim	3+
102	BX Blackstone Inc.	0.2%	$197.12M	1.68M	-33.3%	▼ Trim	3+
103	APO Apollo Global Management…	0.2%	$194.71M	1.65M	-49.4%	▼ Trim	3+
104	IGSB iShares 1-5 Year Investment…	0.2%	$192.13M	3.67M	+20.2%	▲ Add	3+
105	BAC Bank of America Corporation	0.2%	$190.66M	3.35M	-4.0%	▼ Trim	3+
106	JQUA JPMorgan U.S. Quality…	0.2%	$190.42M	2.63M	+28.3%	▲ Add	3+
107	IJH iShares Core S&P Mid-Cap ETF	0.2%	$189.27M	2.45M	-0.7%	▼ Trim	3+
108	IWV iShares Russell 3000 ETF	0.2%	$187.71M	440.21K	+22.1%	▲ Add	3+
109	VCIT Vanguard Intermediate-Term…	0.2%	$185.66M	2.25M	+1.9%	▲ Add	3+
110	DFAU Dimensional - US Core…	0.2%	$182.94M	3.54M	+0.8%	▲ Add	3+
111	DFSV Dimensional - US Small Cap…	0.2%	$182.38M	4.70M	+4.5%	▲ Add	3+
112	WAT Waters Corporation	0.2%	$182.12M	485.60K	+2.3%	▲ Add	3+
113	PAVE Global X - U.S.…	0.2%	$180.37M	3.06M	+418.5%	▲ Add	3+
114	VV Vanguard Morningstar…	0.2%	$179.75M	522.65K	-1.9%	▼ Trim	3+
115	BLK BlackRock, Inc.	0.2%	$178.35M	186.98K	-0.3%	▼ Trim	3+
116	AJG Arthur J. Gallagher & Co.	0.2%	$177.05M	771.23K	-44.1%	▼ Trim	3+
117	MRK Merck & Co., Inc.	0.2%	$176.83M	1.38M	-4.2%	▼ Trim	3+
118	ASML ASML Holding N.V.	0.2%	$174.35M	87.64K	-8.1%	▼ Trim	3+
119	MCD McDonald's Corporation	0.2%	$172.91M	639.68K	+0.7%	▲ Add	3+
120	J Jacobs Solutions Inc.	0.2%	$171.94M	1.36M	-0.5%	▼ Trim	3+
121	XONA.DE Exxon Mobil Corporation	0.2%	$170.45M	1.25M	-58.0%	▼ Trim	3+
122	BSV Vanguard Short-Term Bond ETF	0.2%	$168.92M	2.17M	+1.5%	▲ Add	3+
123	EFA iShares MSCI EAFE ETF	0.2%	$166.07M	1.60M	+0.6%	▲ Add	3+
124	VIG Vanguard Dividend…	0.2%	$165.85M	700.90K	+1.8%	▲ Add	3+
125	ANET Arista Networks, Inc.	0.2%	$164.71M	969.57K	-4.2%	▼ Trim	3+
126	STX Seagate Technology Holdings…	0.2%	$163.27M	169.22K	-32.1%	▼ Trim	3+
127	KMI Kinder Morgan, Inc.	0.2%	$163.23M	5.11M	-1.3%	▼ Trim	3+
128	ABT Abbott Laboratories	0.2%	$159.17M	1.75M	-30.4%	▼ Trim	3+
129	ICSH iShares Ultra Short…	0.2%	$159.03M	3.14M	+1235.4%	▲ Add	3+
130	GLD SPDR Gold Shares	0.2%	$158.97M	431.53K	-3.8%	▼ Trim	3+
131	AVEM Avantis Emerging Markets…	0.2%	$158.17M	1.64M	-4.3%	▼ Trim	3+
132	PNC The PNC Financial Services…	0.2%	$158.09M	642.04K	-40.6%	▼ Trim	3+
133	OEF iShares S&P 100 ETF	0.2%	$157.12M	429.44K	-58.7%	▼ Trim	3+
134	CRM Salesforce, Inc.	0.2%	$156.27M	997.44K	+5.3%	▲ Add	3+
135	ADI Analog Devices, Inc.	0.2%	$154.36M	388.66K	-10.7%	▼ Trim	3+
136	SUNB Sunbelt Rentals Holdings Inc	0.2%	$153.85M	2.06M	+14.1%	▲ Add	2
137	EWY iShares MSCI South Korea ETF	0.2%	$152.82M	756.92K	+4454.6%	▲ Add	3+
138	CARR Carrier Global Corporation	0.2%	$152.65M	2.08M	+6.9%	▲ Add	3+
139	ZBRA Zebra Technologies…	0.2%	$151.35M	574.89K	-49.3%	▼ Trim	3+
140	INTC Intel Corp.	0.2%	$150.62M	1.08M	-3.9%	▼ Trim	3+
141	IWM iShares Russell 2000 ETF	0.2%	$149.97M	499.15K	-14.6%	▼ Trim	3+
142	DUK Duke Energy Corporation	0.1%	$146.17M	1.15M	+0.6%	▲ Add	3+
143	VXUS Vanguard Total…	0.1%	$145.37M	1.70M	+4.8%	▲ Add	3+
144	BDX Becton, Dickinson and…	0.1%	$144.42M	954.32K	+0.5%	▲ Add	3+
145	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$144.25M	1.90M	+5.2%	▲ Add	3+
146	MSI Motorola Solutions, Inc.	0.1%	$142.21M	342.43K	+1.8%	▲ Add	3+
147	GE GE Aerospace	0.1%	$139.26M	372.61K	-2.9%	▼ Trim	3+
148	TJX The TJX Companies, Inc.	0.1%	$138.83M	916.40K	-0.7%	▼ Trim	3+
149	DHR Danaher Corporation	0.1%	$138.14M	725.09K	-29.5%	▼ Trim	3+
150	MINT PIMCO Enhanced Short…	0.1%	$137.84M	1.37M	-16.6%	▼ Trim	3+
151	SO The Southern Company	0.1%	$134.74M	1.41M	-1.8%	▼ Trim	3+
152	VRSK Verisk Analytics, Inc.	0.1%	$132.69M	739.09K	-49.0%	▼ Trim	3+
153	AGG iShares Core U.S. Aggregate…	0.1%	$132.49M	1.34M	+0.1%	▲ Add	3+
154	IGIB iShares 5-10 Year…	0.1%	$131.66M	2.48M	+51.2%	▲ Add	3+
155	VOE Vanguard Morningstar…	0.1%	$129.17M	653.69K	-4.4%	▼ Trim	3+
156	ALC Alcon Inc.	0.1%	$128.10M	1.91M	+22.5%	▲ Add	3+
157	DFIC Dimensional - International…	0.1%	$127.52M	3.42M	+7.2%	▲ Add	3+
158	JMBS Janus Henderson…	0.1%	$127.21M	2.83M	0.0%	▲ Add	3+
159	BRK-A Berkshire Hathaway Inc.	0.1%	$126.56M	169	+6.3%	▲ Add	3+
160	KAT ADVISORS SER TR	0.1%	$126.08M	2.33M	-6.8%	▼ Trim	3+
161	IYZ ISHARES TR	0.1%	$124.04M	2.93M	Mới	New	1
162	ACN Accenture plc	0.1%	$123.87M	995.44K	-33.8%	▼ Trim	3+
163	WT WisdomTree, Inc.	0.5%	$123.50M	1.29M	-5.7%	▼ Trim	3+
164	IEF iShares 7-10 Year Treasury…	0.1%	$122.46M	1.29M	-0.9%	▼ Trim	3+
165	CPRT Copart, Inc.	0.1%	$122.31M	4.34M	+2.6%	▲ Add	3+
166	GEV GE Vernova Inc.	0.1%	$121.97M	103.82K	-2.7%	▼ Trim	3+
167	WMB The Williams Companies, Inc.	0.1%	$121.56M	1.64M	+1.5%	▲ Add	3+
168	DFGR DIMENSIONAL ETF TRUST	0.1%	$114.68M	3.96M	-2.9%	▼ Trim	3+
169	ASTS AST SpaceMobile, Inc.	0.1%	$113.50M	1.28M	+1.4%	▲ Add	3+
170	VMBS Vanguard Mortgage-Backed…	0.1%	$113.40M	2.42M	-4.0%	▼ Trim	3+
171	WM Waste Management, Inc.	0.1%	$112.80M	506.11K	0.0%	▲ Add	3+
172	VCSH Vanguard Short-Term…	0.1%	$112.62M	1.43M	-18.3%	▼ Trim	3+
173	KO The Coca-Cola Company	0.1%	$112.54M	1.38M	-1.0%	▼ Trim	3+
174	FBND Fidelity Total Bond ETF	0.1%	$112.05M	2.46M	+39.9%	▲ Add	3+
175	SPEM State Street SPDR Portfolio…	0.1%	$111.25M	2.15M	-3.1%	▼ Trim	3+
176	LMT Lockheed Martin Corporation	0.1%	$109.91M	215.67K	-12.8%	▼ Trim	3+
177	AMGN Amgen Inc.	0.1%	$109.49M	315.58K	-12.3%	▼ Trim	3+
178	IEI iShares 3-7 Year Treasury…	0.1%	$108.33M	922.32K	-4.3%	▼ Trim	3+
179	USMV iShares MSCI USA Min Vol…	0.1%	$107.48M	1.11M	-6.2%	▼ Trim	3+
180	PCAR PACCAR Inc	0.1%	$106.78M	888.92K	-19.0%	▼ Trim	3+
181	IBM International Business…	0.1%	$106.74M	379.72K	-3.5%	▼ Trim	3+
182	SBUX Starbucks Corporation	0.1%	$106.19M	1.04M	+20.5%	▲ Add	3+
183	NFLX Netflix, Inc.	0.1%	$106.06M	1.49M	-3.5%	▼ Trim	3+
184	XLU State Street Utilities…	0.1%	$106.00M	2.34M	-40.8%	▼ Trim	3+
185	AVDE Avantis International…	0.1%	$105.15M	1.18M	-8.6%	▼ Trim	3+
186	GXO GXO Logistics, Inc.	0.1%	$104.95M	2.07M	-50.5%	▼ Trim	3+
187	SCZ iShares MSCI EAFE Small-Cap…	0.1%	$104.81M	1.27M	-0.8%	▼ Trim	3+
188	ORCL Oracle Corporation	0.1%	$104.18M	711.05K	-1.7%	▼ Trim	3+
189	XLE State Street Energy Select…	0.1%	$103.86M	1.96M	-36.8%	▼ Trim	3+
190	EFV iShares MSCI EAFE Value ETF	0.1%	$103.58M	1.35M	-7.2%	▼ Trim	3+
191	QLTY GMO ETF TRUST	0.1%	$103.35M	2.48M	+12.9%	▲ Add	3+
192	NEE NextEra Energy, Inc.	0.1%	$102.70M	1.17M	+6.2%	▲ Add	3+
193	COO The Cooper Companies, Inc.	0.1%	$101.14M	1.41M	+1.4%	▲ Add	3+
194	EOG EOG Resources, Inc.	0.1%	$100.88M	777.24K	+214.3%	▲ Add	3+
195	DFSU DIMENSIONAL ETF TRUST	0.1%	$100.75M	2.16M	+11.8%	▲ Add	3+
196	SYY Sysco Corporation	0.1%	$99.56M	1.19M	+5.7%	▲ Add	3+
197	SHY iShares 1-3 Year Treasury…	0.1%	$99.36M	1.21M	-3.2%	▼ Trim	3+
198	CSL Carlisle Companies…	0.1%	$99.01M	272.93K	-47.9%	▼ Trim	3+
199	FND Floor & Decor Holdings, Inc.	0.1%	$98.69M	1.66M	+9.1%	▲ Add	3+
200	SCHX Schwab U.S. Large-Cap ETF	0.1%	$97.87M	3.33M	+3.9%	▲ Add	3+
201	NOW ServiceNow, Inc.	0.1%	$97.75M	984.63K	-0.8%	▼ Trim	3+
202	MUB iShares National Muni Bond…	0.1%	$97.70M	907.87K	-13.8%	▼ Trim	3+
203	SCHF Schwab International Equity…	0.1%	$97.10M	3.51M	+10.5%	▲ Add	3+
204	PSX Phillips 66	0.1%	$95.84M	566.96K	+5.4%	▲ Add	3+
205	IWP iShares Russell Mid-Cap…	0.1%	$93.25M	636.88K	-3.2%	▼ Trim	3+
206	UNH UnitedHealth Group…	0.1%	$92.91M	223.55K	-3.2%	▼ Trim	3+
207	DFAI Dimensional - International…	0.1%	$92.49M	2.24M	-1.5%	▼ Trim	3+
208	JPST JPMorgan Ultra-Short Income…	0.1%	$91.24M	1.80M	+0.7%	▲ Add	3+
209	UBER Uber Technologies, Inc.	0.1%	$90.21M	1.25M	+9.9%	▲ Add	3+
210	VYM Vanguard High Dividend…	0.1%	$89.68M	567.49K	+7.6%	▲ Add	3+
211	CMI Cummins Inc.	0.1%	$89.37M	125.38K	-16.4%	▼ Trim	3+
212	HON Honeywell International Inc.	0.1%	$88.34M	394.55K	+2.5% ✂	▲ Add	3+
213	UNP Union Pacific Corporation	0.1%	$88.22M	324.32K	-3.4%	▼ Trim	3+
214	DFAR DIMENSIONAL ETF TRUST	0.1%	$88.07M	3.37M	-5.8%	▼ Trim	3+
215	MDLZ Mondelez International, Inc.	0.1%	$88.00M	1.52M	0.0%	▲ Add	3+
216	HONA Honeywell Aerospace Inc	0.1%	$87.54M	395.97K	Mới	New	1
217	DFAE Dimensional - Emerging Core…	0.1%	$87.23M	2.17M	+0.8%	▲ Add	3+
218	TSM Taiwan Semiconductor…	0.1%	$86.58M	181.24K	-11.2%	▼ Trim	3+
219	PRF Invesco RAFI US 1000 ETF	0.1%	$85.95M	1.59M	-6.8%	▼ Trim	3+
220	MRVL Marvell Technology, Inc.	0.1%	$85.68M	287.60K	+130.5%	▲ Add	3+
221	VB Vanguard Morningstar…	0.1%	$85.12M	280.81K	+5.2%	▲ Add	3+
222	AXP American Express Company	0.1%	$84.52M	249.86K	-2.7%	▼ Trim	3+
223	PLTR Palantir Technologies Inc.	0.1%	$84.27M	722.27K	+6.4%	▲ Add	3+
224	IYW iShares U.S. Technology ETF	0.1%	$82.91M	328.69K	+1.4%	▲ Add	3+
225	TPL Texas Pacific Land…	0.1%	$82.29M	188.03K	-0.5%	▼ Trim	3+
226	BKNG Booking Holdings Inc.	0.1%	$81.45M	456.99K	-27.7% ✂	▼ Trim	3+
227	FIX Comfort Systems USA, Inc.	0.1%	$81.35M	41.05K	+13.4%	▲ Add	3+
228	C Citigroup Inc.	0.1%	$80.80M	577.51K	-18.6%	▼ Trim	3+
229	CME CME Group Inc.	0.1%	$80.54M	364.73K	-0.3%	▼ Trim	3+
230	SUB iShares Short-Term National…	0.1%	$80.00M	751.43K	+26.6%	▲ Add	3+
231	BAI iShares A.I. Innovation and…	0.1%	$79.96M	1.52M	+4417.4%	▲ Add	2
232	VBK Vanguard Morningstar…	0.1%	$79.77M	218.14K	-2.4%	▼ Trim	3+
233	BLDR Builders FirstSource, Inc.	0.1%	$78.92M	881.99K	-47.0%	▼ Trim	3+
234	VGSH Vanguard Short-Term…	0.1%	$78.76M	1.35M	-8.7%	▼ Trim	3+
235	BND Vanguard Total Bond Market…	0.1%	$78.75M	1.07M	0.0%	▲ Add	3+
236	IAU iShares Gold Trust	0.1%	$78.44M	1.04M	-2.3%	▼ Trim	3+
237	DIS The Walt Disney Company	0.1%	$78.11M	811.21K	-8.6%	▼ Trim	3+
238	LIN Linde plc	0.1%	$75.98M	146.42K	+12.3%	▲ Add	3+
239	IBTI ISHARES TR	0.1%	$75.87M	3.43M	+0.2%	▲ Add	3+
240	TDG TransDigm Group Incorporated	0.1%	$75.35M	56.57K	+3.1%	▲ Add	3+
241	DVY iShares Select Dividend ETF	0.1%	$74.74M	478.07K	+2.7%	▲ Add	3+
242	VTHR Vanguard Russell 3000 ETF	0.1%	$74.05M	223.43K	-3.7%	▼ Trim	3+
243	WDC Western Digital Corporation	0.1%	$73.47M	115.03K	-1.8%	▼ Trim	3+
244	VOOG Vanguard S&P 500 Growth ETF	0.1%	$73.09M	884.65K	-17.8% ✂	▼ Trim	3+
245	IWN iShares Russell 2000 Value…	0.1%	$72.78M	329.02K	-3.0%	▼ Trim	3+
246	EFG iShares MSCI EAFE Growth ETF	0.1%	$72.69M	584.22K	-3.4%	▼ Trim	3+
247	MS Morgan Stanley	0.1%	$72.18M	345.27K	-10.0%	▼ Trim	3+
248	MDY State Street SPDR S&P…	0.1%	$71.53M	101.69K	-5.6%	▼ Trim	3+
249	SMMD iShares Russell 2500 ETF	0.1%	$71.13M	776.24K	+1.6%	▲ Add	3+
250	VZ Verizon Communications Inc.	0.1%	$70.80M	1.67M	-1.5%	▼ Trim	3+
251	BA The Boeing Company	0.1%	$70.66M	326.41K	+5.5%	▲ Add	3+
252	FICO Fair Isaac Corporation	0.1%	$70.37M	58.90K	+12.7%	▲ Add	3+
253	VT Vanguard Total World Stock…	0.1%	$70.23M	447.50K	+12.6%	▲ Add	3+
254	CAH Cardinal Health, Inc.	0.1%	$69.56M	292.83K	-12.3%	▼ Trim	3+
255	SCHB Schwab U.S. Broad Market ETF	0.1%	$69.03M	2.38M	-10.2%	▼ Trim	3+
256	WFC Wells Fargo & Company	0.1%	$68.90M	833.74K	+14.9%	▲ Add	3+
257	ETN Eaton Corporation plc	0.1%	$68.55M	160.89K	-3.2%	▼ Trim	3+
258	ARM Arm Holdings plc American…	0.1%	$68.47M	193.09K	-16.4%	▼ Trim	3+
259	T AT&T Inc.	0.1%	$67.43M	3.26M	+54.3%	▲ Add	3+
260	JGRO JPMorgan Active Growth ETF	0.1%	$67.05M	680.12K	+1.6%	▲ Add	3+
261	TXN Texas Instruments…	0.1%	$67.02M	224.86K	-7.7%	▼ Trim	3+
262	MCK McKesson Corporation	0.1%	$66.35M	87.79K	-3.7%	▼ Trim	3+
263	VO Vanguard Morningstar…	0.1%	$66.33M	823.22K	+3.2% ✂	▲ Add	3+
264	JEPI JPMorgan Equity Premium…	0.1%	$66.06M	1.17M	+7.6%	▲ Add	3+
265	OKE ONEOK, Inc.	0.1%	$66.02M	759.38K	+14.7%	▲ Add	3+
266	CSX CSX Corporation	0.1%	$65.88M	1.39M	-9.9%	▼ Trim	3+
267	PFE Pfizer Inc.	0.1%	$64.87M	2.69M	-11.5%	▼ Trim	3+
268	VRTX Vertex Pharmaceuticals…	0.1%	$64.06M	128.96K	-1.9%	▼ Trim	3+
269	AMT American Tower Corporation	0.1%	$63.96M	391.02K	-2.3%	▼ Trim	3+
270	VLUE iShares MSCI USA Value…	0.1%	$63.85M	319.56K	-3.6%	▼ Trim	3+
271	CP Canadian Pacific Kansas…	0.1%	$63.35M	731.09K	-6.0%	▼ Trim	3+
272	GSST GOLDMAN SACHS ETF TR	0.1%	$63.04M	1.25M	+846.1%	▲ Add	3+
273	VIRT Virtu Financial, Inc.	0.1%	$62.62M	1.05M	+9.7%	▲ Add	3+
274	EMXC iShares MSCI Emerging…	0.1%	$62.31M	609.09K	+12.0%	▲ Add	3+
275	COHR Coherent, Inc.	0.1%	$61.30M	155.39K	-39.0%	▼ Trim	3+
276	EEM iShares MSCI Emerging…	0.1%	$60.29M	881.30K	+4.9%	▲ Add	3+
277	SCHA Schwab U.S. Small-Cap ETF	0.1%	$60.26M	1.67M	+27.0%	▲ Add	3+
278	GILD Gilead Sciences, Inc.	0.1%	$60.09M	475.58K	-13.6%	▼ Trim	3+
279	APH Amphenol Corporation	0.1%	$59.92M	339.68K	+15.2%	▲ Add	3+
280	ISCG ISHARES TR	0.1%	$59.78M	912.08K	-4.6%	▼ Trim	3+
281	SPTS State Street SPDR Portfolio…	0.1%	$59.03M	2.03M	+132.0%	▲ Add	3+
282	VLO Valero Energy Corporation	0.1%	$58.98M	226.46K	+1.8%	▲ Add	3+
283	NOC Northrop Grumman Corporation	0.1%	$58.48M	114.83K	+2.3%	▲ Add	3+
284	SCHD Schwab U.S. Dividend Equity…	0.1%	$58.39M	1.84M	+12.1%	▲ Add	3+
285	BIL State Street SPDR Bloomberg…	0.1%	$58.30M	636.17K	+10.4%	▲ Add	3+
286	IWR iShares Russell Mid-Cap ETF	0.1%	$58.22M	527.78K	+3.5%	▲ Add	3+
287	SYK Stryker Corporation	0.1%	$58.16M	184.74K	+18.4%	▲ Add	3+
288	HAYW Hayward Holdings, Inc.	0.1%	$57.51M	3.32M	-0.4%	▼ Trim	3+
289	BN Brookfield Corporation	0.1%	$57.48M	1.35M	-5.9%	▼ Trim	3+
290	SPYM State Street SPDR Portfolio…	0.1%	$57.33M	652.36K	+4.5%	▲ Add	3+
291	USB U.S. Bancorp	0.1%	$57.25M	947.57K	+16.9%	▲ Add	3+
292	IUSB iShares Core Universal USD…	0.1%	$56.04M	1.21M	-10.1%	▼ Trim	3+
293	HELO JPMorgan Hedged Equity…	0.1%	$55.72M	824.52K	+5.6%	▲ Add	3+
294	HYD VanEck High Yield Muni ETF	0.1%	$55.62M	1.08M	-7.2%	▼ Trim	3+
295	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$55.39M	1.10M	-0.4%	▼ Trim	3+
296	DFSI DIMENSIONAL ETF TRUST	0.1%	$54.95M	1.22M	+4.6%	▲ Add	3+
297	URI United Rentals, Inc.	0.1%	$54.58M	48.18K	+3.4%	▲ Add	3+
298	UYLD Angel Oak Ultrashort Income…	0.1%	$54.41M	1.07M	-1.3%	▼ Trim	3+
299	CACI CACI International Inc	0.1%	$54.33M	117.27K	-2.9%	▼ Trim	3+
300	NKE NIKE, Inc.	0.1%	$54.31M	1.32M	+265.5%	▲ Add	3+
301	CRWD CrowdStrike Holdings, Inc.	0.1%	$54.15M	70.95K	+20.2%	▲ Add	3+
302	MO Altria Group, Inc.	0.1%	$54.03M	749.47K	+2.6%	▲ Add	3+
303	KMX CarMax, Inc.	0.1%	$53.77M	1.02M	-31.9%	▼ Trim	3+
304	NVT nVent Electric plc	0.1%	$53.56M	315.79K	+1.0%	▲ Add	3+
305	ACWI iShares MSCI ACWI ETF	0.1%	$52.63M	335.32K	+14.3%	▲ Add	3+
306	IJK iShares S&P Mid-Cap 400…	0.1%	$52.12M	443.55K	-2.1%	▼ Trim	3+
307	GEHC GE HealthCare Technologies…	0.1%	$52.06M	813.27K	-9.1%	▼ Trim	3+
308	CGGO Capital Group Global Growth…	0.1%	$51.97M	1.23M	+45.1%	▲ Add	3+
309	D Dominion Energy, Inc.	0.1%	$51.96M	760.85K	+15.0%	▲ Add	3+
310	FDX FedEx Corporation	0.1%	$51.85M	165.55K	-31.5% ✂	▼ Trim	3+
311	SNDK Sandisk Corporation	0.1%	$51.11M	22.87K	+49.1%	▲ Add	3+
312	VEU Vanguard FTSE All-World…	0.1%	$50.85M	607.14K	-3.8%	▼ Trim	3+
313	SOXX iShares Semiconductor ETF	0.1%	$50.80M	79.28K	-10.1%	▼ Trim	3+
314	ISRG Intuitive Surgical, Inc.	0.1%	$50.33M	126.57K	+7.8%	▲ Add	3+
315	PDEC INNOVATOR ETFS TRUST	0.1%	$49.67M	1.08M	-2.5%	▼ Trim	3+
316	PCG PG&E Corporation	0.1%	$49.59M	2.95M	+0.2%	▲ Add	3+
317	FNDF Schwab Fundamental…	0.1%	$49.42M	936.76K	+2.6%	▲ Add	3+
318	CB Chubb Limited	0.1%	$48.83M	143.13K	+0.1%	▲ Add	3+
319	DGRO iShares Core Dividend…	0.1%	$48.50M	639.96K	-0.8%	▼ Trim	3+
320	QQQM Invesco NASDAQ 100 ETF	0.0%	$48.19M	159.05K	+5.5%	▲ Add	3+
321	RYAN Ryan Specialty Holdings…	0.0%	$48.07M	1.27M	-0.5%	▼ Trim	3+
322	DTM DT Midstream, Inc.	0.0%	$47.76M	325.38K	+12.9%	▲ Add	3+
323	XMHQ Invesco S&P MidCap Quality…	0.0%	$47.44M	420.27K	-4.7%	▼ Trim	3+
324	BJ BJ's Wholesale Club…	0.0%	$47.30M	542.30K	+59.9%	▲ Add	3+
325	JHMM John Hancock Investments -…	0.0%	$47.30M	630.96K	-2.9%	▼ Trim	3+
326	PRM Perimeter Solutions, Inc.	0.0%	$47.08M	1.32M	+23.3%	▲ Add	3+
327	AVES AMERICAN CENTY ETF TR	0.0%	$46.56M	709.78K	-3.8%	▼ Trim	3+
328	AZO AutoZone, Inc.	0.0%	$46.54M	14.56K	+0.7%	▲ Add	3+
329	SCHC Schwab International…	0.0%	$46.33M	962.71K	-6.1%	▼ Trim	3+
330	DE Deere & Company	0.0%	$46.32M	73.03K	-21.7%	▼ Trim	3+
331	VGK Vanguard FTSE Europe ETF	0.0%	$45.59M	514.86K	-17.8%	▼ Trim	3+
332	FNDX Schwab Fundamental U.S.…	0.0%	$45.56M	1.46M	-0.7%	▼ Trim	3+
333	EPD Enterprise Products…	0.0%	$44.97M	1.22M	+19.3%	▲ Add	3+
334	MSCI MSCI Inc.	0.0%	$44.93M	80.23K	-0.1%	▼ Trim	3+
335	DELL Dell Technologies Inc.	0.0%	$44.50M	103.15K	+3.0%	▲ Add	3+
336	IWO iShares Russell 2000 Growth…	0.0%	$44.36M	112.61K	+4.1%	▲ Add	3+
337	GD General Dynamics Corporation	0.0%	$44.29M	125.03K	-7.0%	▼ Trim	3+
338	IUSV iShares Core S&P U.S. Value…	0.0%	$43.83M	397.89K	-5.0%	▼ Trim	3+
339	FBCG Fidelity Blue Chip Growth…	0.0%	$43.66M	702.91K	+9.9%	▲ Add	3+
340	ADP Automatic Data Processing…	0.0%	$43.41M	193.80K	+4.4%	▲ Add	3+
341	GWW W.W. Grainger, Inc.	0.0%	$42.68M	31.37K	+5.3%	▲ Add	3+
342	BNY Bank of New York Mellon Corp	0.0%	$42.49M	293.71K	-15.9%	▼ Trim	3+
343	AAOI Applied Optoelectronics…	0.0%	$42.40M	286.18K	-24.5%	▼ Trim	3+
344	BLUEROCK PVT REAL ESTATE FD (chưa ánh xạ)	—	$42.38M	3.26M	—		—
345	VICI VICI Properties Inc.	0.0%	$42.32M	1.59M	+5.7%	▲ Add	3+
346	GNRC Generac Holdings Inc.	0.0%	$42.29M	144.45K	-2.3%	▼ Trim	3+
347	LQD iShares iBoxx $ Investment…	0.0%	$42.04M	385.48K	-1.3%	▼ Trim	3+
348	GOVT iShares U.S. Treasury Bond…	0.0%	$42.00M	1.84M	-5.8%	▼ Trim	3+
349	SCHM Schwab U.S. Mid-Cap ETF	0.0%	$41.71M	1.13M	+34.5%	▲ Add	3+
350	CGGR Capital Group Growth ETF	0.0%	$41.52M	879.73K	+46.1%	▲ Add	3+
351	EMR Emerson Electric Co.	0.0%	$41.18M	287.66K	-18.9%	▼ Trim	3+
352	DTE DTE Energy Company	0.0%	$40.95M	268.72K	+14.6%	▲ Add	3+
353	VRT Vertiv Holdings Co	0.0%	$40.84M	121.95K	+9.2%	▲ Add	3+
354	VHT Vanguard Health Care ETF	0.0%	$40.31M	134.80K	-3.7%	▼ Trim	3+
355	RSG Republic Services, Inc.	0.0%	$40.23M	188.82K	-18.2%	▼ Trim	3+
356	XONE BONDBLOXX ETF TRUST	0.0%	$39.98M	809.75K	-0.7%	▼ Trim	3+
357	TTWO Take-Two Interactive…	0.0%	$39.95M	159.81K	-20.6%	▼ Trim	3+
358	IWS iShares Russell Mid-Cap…	0.0%	$39.94M	242.64K	+0.7%	▲ Add	3+
359	UPS United Parcel Service, Inc.	0.0%	$39.93M	371.48K	+15.6%	▲ Add	3+
360	IDV iShares International…	0.0%	$39.72M	958.64K	+2.7%	▲ Add	3+
361	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$39.46M	722.32K	+0.1%	▲ Add	3+
362	DLR Digital Realty Trust, Inc.	0.0%	$39.37M	219.19K	-10.2%	▼ Trim	3+
363	IJS iShares S&P Small-Cap 600…	0.0%	$39.18M	286.63K	-4.6%	▼ Trim	3+
364	TW Tradeweb Markets Inc.	0.0%	$39.15M	392.87K	-12.4%	▼ Trim	3+
365	CLOZ SERIES PORTFOLIOS TR	0.0%	$39.15M	1.48M	+9.1%	▲ Add	3+
366	TFC Truist Financial Corporation	0.0%	$38.89M	780.68K	-19.8%	▼ Trim	3+
367	IVLU iShares MSCI Intl Value…	0.0%	$38.57M	922.29K	-9.7%	▼ Trim	3+
368	CVS CVS Health Corp.	0.0%	$38.44M	371.58K	-26.4%	▼ Trim	3+
369	IXC iShares Global Energy ETF	0.0%	$38.39M	781.35K	-4.2%	▼ Trim	3+
370	RY Royal Bank of Canada	0.0%	$38.27M	184.93K	-6.7%	▼ Trim	3+
371	JSI JANUS DETROIT STR TR	0.0%	$37.83M	738.62K	-8.0%	▼ Trim	3+
372	VGSR MANAGER DIRECTED PORTFOLIOS	0.0%	$37.74M	3.31M	-6.3%	▼ Trim	3+
373	VGLT Vanguard Long-Term Treasury…	0.0%	$37.52M	680.04K	-2.2%	▼ Trim	3+
374	SU Suncor Energy Inc.	0.0%	$37.48M	698.28K	-4.2%	▼ Trim	3+
375	VYMI Vanguard International High…	0.0%	$37.07M	377.48K	-0.8%	▼ Trim	3+
376	NVS Novartis AG	0.0%	$36.93M	235.66K	-16.0%	▼ Trim	3+
377	COF Capital One Financial…	0.0%	$36.78M	183.28K	-18.1%	▼ Trim	3+
378	GNMA ISHARES TR	0.0%	$36.56M	826.50K	-48.8%	▼ Trim	3+
379	AGNC AGNC Investment Corp.	0.0%	$36.45M	3.34M	+12.3%	▲ Add	3+
380	NRG NRG Energy, Inc.	0.0%	$36.32M	248.77K	+124.7%	▲ Add	3+
381	SPG Simon Property Group, Inc.	0.0%	$36.18M	161.75K	+12.2%	▲ Add	3+
382	HSY The Hershey Company	0.0%	$35.86M	204.41K	-25.9%	▼ Trim	3+
383	FCX Freeport-McMoRan Inc.	0.0%	$35.79M	569.02K	+18.5%	▲ Add	3+
384	SPTM State Street SPDR Portfolio…	0.0%	$35.69M	393.16K	-1.6%	▼ Trim	3+
385	EVRG Evergy, Inc.	0.0%	$35.69M	412.89K	+0.4%	▲ Add	3+
386	NU Nu Holdings Ltd.	0.0%	$35.65M	2.67M	-6.6%	▼ Trim	3+
387	RH Rh	0.0%	$35.62M	332.89K	-23.4%	▼ Trim	3+
388	VNQ Vanguard Real Estate ETF	0.0%	$35.49M	368.04K	-1.9%	▼ Trim	3+
389	LRGF iShares U.S. Equity Factor…	0.0%	$35.30M	466.81K	-11.5%	▼ Trim	3+
390	JEPQ JPMorgan Nasdaq Equity…	0.0%	$35.30M	574.33K	+3.6%	▲ Add	3+
391	JCPB JPMorgan Core Plus Bond ETF	0.0%	$34.88M	743.00K	+639.4%	▲ Add	3+
392	JMTG JPMorgan Mortgage-Backed…	0.0%	$34.86M	687.82K	+26.1%	▲ Add	3+
393	DGX Quest Diagnostics…	0.0%	$34.62M	163.33K	+8.3%	▲ Add	3+
394	MCO Moody's Corporation	0.0%	$34.34M	75.83K	+2.6%	▲ Add	3+
395	CGDV Capital Group Dividend…	0.0%	$34.32M	696.22K	+32.9%	▲ Add	3+
396	BIPC Brookfield Infrastructure…	0.0%	$34.25M	889.58K	+4.9%	▲ Add	3+
397	JAVA JPMorgan Active Value ETF	0.0%	$34.05M	428.83K	-0.9%	▼ Trim	3+
398	RWJ Invesco S&P SmallCap 600…	0.0%	$34.04M	572.10K	+2.9%	▲ Add	3+
399	VONV Vanguard Russell 1000 Value…	0.0%	$33.86M	318.54K	-2.6%	▼ Trim	3+
400	IUSG iShares Core S&P U.S.…	0.0%	$33.79M	179.64K	-1.5%	▼ Trim	3+
401	ARMK Aramark	0.0%	$33.72M	592.64K	-0.9%	▼ Trim	3+
402	GLTR abrdn Physical Precious…	0.0%	$33.68M	185.91K	-10.2%	▼ Trim	3+
403	EXR Extra Space Storage Inc.	0.0%	$33.07M	227.57K	+3.5%	▲ Add	3+
404	MAR Marriott International, Inc.	0.0%	$32.88M	88.72K	+4.1%	▲ Add	3+
405	IDXX IDEXX Laboratories, Inc.	0.0%	$32.59M	61.90K	+2.9%	▲ Add	3+
406	MMM 3M Company	0.0%	$32.35M	199.80K	-4.3%	▼ Trim	3+
407	FLMI FRANKLIN TEMPLETON ETF TR	0.0%	$31.78M	1.26M	+4398.4%	▲ Add	3+
408	SBLK Star Bulk Carriers Corp.	0.0%	$31.55M	1.26M	+10.9%	▲ Add	3+
409	IJT iShares S&P Small-Cap 600…	0.0%	$31.38M	175.67K	-0.3%	▼ Trim	3+
410	BWXT BWX Technologies, Inc.	0.0%	$31.23M	160.46K	-2.4%	▼ Trim	3+
411	GM General Motors Company	0.0%	$31.22M	404.37K	-24.2%	▼ Trim	3+
412	OKTA Okta, Inc.	0.0%	$31.19M	228.58K	+9.3%	▲ Add	3+
413	NSC Norfolk Southern Corporation	0.0%	$31.09M	98.78K	-47.3%	▼ Trim	3+
414	FLOT iShares Floating Rate Bond…	0.0%	$31.02M	607.69K	+0.3%	▲ Add	3+
415	INTU Intuit Inc.	0.0%	$30.90M	118.38K	-10.3%	▼ Trim	3+
416	SYLD CAMBRIA ETF TR	0.0%	$30.85M	390.12K	+2.9%	▲ Add	3+
417	ADBE Adobe Inc.	0.0%	$30.79M	149.96K	-14.4%	▼ Trim	3+
418	MDT Medtronic plc	0.0%	$30.61M	391.15K	-9.7%	▼ Trim	3+
419	DFIS Dimensional - International…	0.0%	$30.59M	873.17K	+5.2%	▲ Add	3+
420	SLYV State Street SPDR S&P 600…	0.0%	$30.54M	279.90K	+8.7%	▲ Add	3+
421	CARY ANGEL OAK FUNDS TRUST	0.0%	$30.48M	1.47M	+146570.0%	▲ Add	3+
422	MFC Manulife Financial…	0.0%	$30.40M	750.47K	-8.0%	▼ Trim	3+
423	WELL Welltower Inc.	0.0%	$30.20M	133.08K	-4.1%	▼ Trim	3+
424	IP International Paper Company	0.0%	$30.14M	791.01K	+10.3%	▲ Add	3+
425	MUNI PIMCO Intermediate…	0.0%	$30.08M	571.90K	+28783.9%	▲ Add	3+
426	COWZ Pacer US Cash Cows 100 ETF	0.0%	$30.03M	482.83K	-19.8%	▼ Trim	3+
427	WFC-PL Wells Fargo & Company	0.0%	$29.99M	25.92K	+3.6%	▲ Add	3+
428	FTSL First Trust Senior Loan Fund	0.0%	$29.94M	669.14K	+0.3%	▲ Add	3+
429	VIK Viking Holdings Ltd	0.0%	$29.13M	278.34K	-9.2%	▼ Trim	3+
430	MKC McCormick & Company…	0.0%	$28.79M	571.01K	+0.7%	▲ Add	3+
431	SPYG State Street SPDR Portfolio…	0.0%	$28.47M	239.30K	+0.2%	▲ Add	3+
432	TER Teradyne, Inc.	0.0%	$28.36M	58.61K	+0.8%	▲ Add	3+
433	KKR KKR & Co. Inc.	0.0%	$28.29M	308.26K	-25.2%	▼ Trim	3+
434	PRU Prudential Financial, Inc.	0.0%	$27.91M	258.38K	+85.8%	▲ Add	3+
435	DFSE DIMENSIONAL ETF TRUST	0.0%	$27.83M	569.43K	+6.0%	▲ Add	3+
436	BMY Bristol-Myers Squibb Company	0.0%	$27.70M	480.18K	-23.1%	▼ Trim	3+
437	PMAR INNOVATOR ETFS TRUST	0.0%	$27.68M	579.54K	-10.6%	▼ Trim	3+
438	XHLF BONDBLOXX ETF TRUST	0.0%	$27.31M	542.92K	+119.1%	▲ Add	3+
439	SPE-PC SPECIAL OPPORTUNITIES FD INC	0.0%	$27.28M	1.10M	-2.1%	▼ Trim	3+
440	RYN Rayonier Inc. REIT	0.0%	$27.23M	1.28M	+17.7%	▲ Add	3+
441	LHX L3Harris Technologies, Inc.	0.0%	$27.22M	93.68K	+3.5%	▲ Add	3+
442	IBTH ISHARES TR	0.0%	$27.16M	1.21M	-13.6%	▼ Trim	3+
443	JMST JPMorgan Ultra-Short…	0.0%	$26.75M	524.48K	+15.6%	▲ Add	3+
444	IRM Iron Mountain Incorporated	0.0%	$26.74M	211.46K	+1.9%	▲ Add	3+
445	MTB M&T Bank Corporation	0.0%	$26.64M	111.94K	+144.0%	▲ Add	3+
446	SHV iShares Trust iShares 0-1…	0.0%	$26.57M	240.78K	-32.6%	▼ Trim	3+
447	CSGP CoStar Group, Inc.	0.0%	$26.53M	936.77K	+1.6%	▲ Add	3+
448	IBDR iShares iBonds Dec 2026…	0.0%	$26.50M	1.09M	-11.2%	▼ Trim	3+
449	CL Colgate-Palmolive Company	0.0%	$26.25M	286.35K	+13.3%	▲ Add	3+
450	CMF iShares California Muni…	0.0%	$26.24M	455.18K	+12.6%	▲ Add	3+
451	SMLF iShares U.S. Small-Cap…	0.0%	$26.02M	291.94K	+0.7%	▲ Add	3+
452	ITW Illinois Tool Works Inc.	0.0%	$26.00M	96.09K	+12.6%	▲ Add	3+
453	PJUN INNOVATOR ETFS TRUST	0.0%	$25.82M	597.29K	+38.4%	▲ Add	3+
454	GNK Genco Shipping & Trading…	0.0%	$25.32M	1.02M	+10.3%	▲ Add	3+
455	RUNN STRATEGIC TRUST	0.0%	$25.17M	777.10K	+2.2%	▲ Add	3+
456	SPDW State Street SPDR Portfolio…	0.0%	$25.04M	496.92K	+0.1%	▲ Add	3+
457	UCON First Trust Smith…	0.0%	$24.86M	999.37K	-0.3%	▼ Trim	3+
458	GFS GLOBALFOUNDRIES Inc.	0.0%	$24.84M	301.43K	+2172.0%	▲ Add	3+
459	XLB State Street Materials…	0.0%	$24.76M	487.05K	+3.0%	▲ Add	3+
460	RTX RTX Corporation	0.0%	$24.75M	130.45K	+27.3%	▲ Add	3+
461	SCHE Schwab Emerging Markets…	0.0%	$24.75M	682.53K	+25.6%	▲ Add	3+
462	SOXL Direxion Daily…	0.0%	$24.74M	92.76K	Mới	New	1
463	CELC Celcuity Inc.	0.0%	$24.33M	232.56K	-0.4%	▼ Trim	3+
464	COP ConocoPhillips	0.0%	$24.31M	233.88K	-4.7%	▼ Trim	3+
465	EXPE Expedia Group, Inc.	0.0%	$24.19M	94.54K	+8.2%	▲ Add	3+
466	IBB iShares Biotechnology ETF	0.0%	$24.01M	126.26K	+2.4%	▲ Add	3+
467	AROC Archrock, Inc.	0.0%	$23.95M	588.28K	+1.7%	▲ Add	3+
468	MRSH Marsh & McLennan Companies…	0.0%	$23.93M	143.56K	-33.1%	▼ Trim	3+
469	IGM iShares Expanded Tech…	0.0%	$23.82M	145.61K	-0.1%	▼ Trim	3+
470	CCL Carnival Corporation & plc	0.0%	$23.80M	832.99K	+14.7%	▲ Add	3+
471	APD Air Products and Chemicals…	0.0%	$23.77M	81.06K	-25.7%	▼ Trim	3+
472	PJAN INNOVATOR ETFS TRUST	0.0%	$23.52M	475.32K	-3.0%	▼ Trim	3+
473	NE Noble Corporation Plc	0.0%	$23.40M	627.39K	+40.5%	▲ Add	3+
474	AOR iShares Core 60/40 Balanced…	0.0%	$23.39M	336.61K	-1.7%	▼ Trim	3+
475	CEG Constellation Energy…	0.0%	$23.25M	93.60K	-6.9%	▼ Trim	3+
476	ROP Roper Technologies, Inc.	0.0%	$23.23M	68.65K	-15.9%	▼ Trim	3+
477	PAYX Paychex, Inc.	0.0%	$23.07M	234.56K	+7.2%	▲ Add	3+
478	FNDC Schwab Fundamental…	0.0%	$22.97M	473.00K	-6.3%	▼ Trim	3+
479	SDY State Street SPDR S&P…	0.0%	$22.85M	150.14K	+19.0%	▲ Add	3+
480	IQLT iShares MSCI Intl Quality…	0.0%	$22.76M	459.29K	-5.5%	▼ Trim	3+
481	PAUG INNOVATOR ETFS TRUST	0.0%	$22.73M	498.07K	-3.0%	▼ Trim	3+
482	AER AerCap Holdings N.V.	0.0%	$22.72M	155.86K	+1.3%	▲ Add	3+
483	IBDS iShares iBonds Dec 2027…	0.0%	$22.55M	931.01K	+23.1%	▲ Add	3+
484	ONDS Ondas Holdings Inc.	0.0%	$22.41M	2.72M	+6.3%	▲ Add	2
485	F Ford Motor Company	0.0%	$22.29M	1.60M	+4.3%	▲ Add	3+
486	CCJ Cameco Corporation	0.0%	$22.22M	218.13K	+16.4%	▲ Add	3+
487	VCRM VANGUARD MUN BD FDS	0.0%	$22.02M	288.15K	-6.3%	▼ Trim	3+
488	KEY KeyCorp	0.0%	$22.01M	954.91K	-16.2%	▼ Trim	3+
489	LPG Dorian LPG Ltd.	0.0%	$21.95M	631.07K	+889.2%	▲ Add	3+
490	AKAM Akamai Technologies, Inc.	0.0%	$21.91M	185.38K	+812.1%	▲ Add	3+
491	ISCV ISHARES TR	0.0%	$21.86M	279.16K	-3.1%	▼ Trim	3+
492	SHOP Shopify Inc.	0.0%	$21.82M	191.13K	+3.4%	▲ Add	3+
493	SDVY First Trust SMID Cap Rising…	0.0%	$21.81M	505.50K	+4.5%	▲ Add	3+
494	AIPO TIDAL TRUST II	0.0%	$21.73M	650.26K	+76.0%	▲ Add	2
495	PPA Invesco Aerospace & Defense…	0.0%	$21.59M	122.24K	+4.3%	▲ Add	3+
496	ABVX Abivax S.A.	0.0%	$21.57M	161.87K	Mới	New	1
497	BKR Baker Hughes Company	0.0%	$21.53M	387.85K	+10.1%	▲ Add	3+
498	PJUL INNOVATOR ETFS TRUST	0.0%	$21.52M	440.92K	+37.4%	▲ Add	3+
499	MPC Marathon Petroleum…	0.0%	$21.43M	83.84K	-12.5%	▼ Trim	3+
500	CBRE CBRE Group, Inc.	0.0%	$21.39M	158.81K	+11.7%	▲ Add	3+

Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
ISVL	4.00M	—	Mới	$201.61M	0.2%
IYZ	2.93M	—	Mới	$124.04M	0.1%
HONA Honeywell Aerospace Inc	395.97K	—	Mới	$87.54M	0.1%
SOXL Direxion Daily…	92.76K	—	Mới	$24.74M	0.0%
ABVX Abivax S.A.	161.87K	—	Mới	$21.57M	0.0%
FDXF FedEx Freight Holding…	79.50K	—	Mới	$12.00M	0.0%
NUTX	60.88K	—	Mới	$10.40M	0.0%
HSUN	255.31K	—	Mới	$8.98M	0.0%
SPCX Space Exploration…	50.59K	—	Mới	$8.64M	0.0%
VCYT Veracyte, Inc.	136.41K	—	Mới	$8.01M	0.0%
HYS	69.39K	—	Mới	$6.49M	0.0%
BKGI	110.01K	—	Mới	$4.95M	0.0%
MDGL Madrigal…	8.54K	—	Mới	$4.59M	0.0%
NBN	33.29K	—	Mới	$4.41M	0.0%
BB BlackBerry Limited	289.70K	—	Mới	$3.66M	0.0%
SPIP	142.12K	—	Mới	$3.65M	0.0%
XMMO Invesco S&P MidCap…	16.74K	—	Mới	$2.85M	0.0%
DRAM Roundhill Memory ETF	34.77K	—	Mới	$2.57M	0.0%
SMG The Scotts Miracle-Gro…	36.88K	—	Mới	$2.51M	0.0%
CPB Campbell Soup Company	97.35K	—	Mới	$2.17M	0.0%
SOXQ	17.99K	—	Mới	$2.02M	0.0%
USAR USA Rare Earth Inc	76.19K	—	Mới	$1.64M	0.0%
U Unity Software Inc.	55.72K	—	Mới	$1.59M	0.0%
CLIP	14.97K	—	Mới	$1.50M	0.0%
PTGX Protagonist…	11.88K	—	Mới	$1.46M	0.0%
GPK Graphic Packaging…	134.51K	—	Mới	$1.42M	0.0%
RVMD Revolution Medicines…	7.47K	—	Mới	$1.40M	0.0%
POOL Pool Corporation	6.37K	—	Mới	$1.37M	0.0%
DUOL Duolingo, Inc.	11.28K	—	Mới	$1.30M	0.0%
NTSK Netskope, Inc. Class A…	118.57K	—	Mới	$1.30M	0.0%
BFC	8.52K	—	Mới	$1.26M	0.0%
NVDL GraniteShares 2x Long…	41.28K	—	Mới	$1.23M	0.0%
PENN PENN Entertainment, Inc.	56.93K	—	Mới	$1.22M	0.0%
UVXY	48.30K	—	Mới	$1.20M	0.0%
CVLT Commvault Systems, Inc.	8.41K	—	Mới	$1.19M	0.0%
VICR Vicor Corporation	3.13K	—	Mới	$1.19M	0.0%
EXP Eagle Materials Inc.	4.05K	—	Mới	$912,166	0.0%
TPG TPG Inc.	461.20K	—	Mới	$903,999	0.0%
BLD TopBuild Corp.	2.53K	—	Mới	$896,379	0.0%
NKTR Nektar Therapeutics	12.83K	—	Mới	$895,383	0.0%
KIE	14.45K	—	Mới	$881,248	0.0%
RARE Ultragenyx…	25.16K	—	Mới	$839,993	0.0%
RYAM	103.62K	—	Mới	$814,493	0.0%
NSA National Storage…	17.86K	—	Mới	$794,353	0.0%
UPBD Upbound Group, Inc.	37.14K	—	Mới	$788,501	0.0%
PSUS	20.60K	—	Mới	$770,028	0.0%
CTMX CytomX Therapeutics…	197.88K	—	Mới	$742,043	0.0%
ALLW	25.25K	—	Mới	$739,009	0.0%
SPXL Direxion Daily S&P 500…	2.71K	—	Mới	$734,201	0.0%
BNO	17.00K	—	Mới	$691,730	0.0%
HOG Harley-Davidson, Inc.	27.93K	—	Mới	$683,179	0.0%
VNO Vornado Realty Trust	16.27K	—	Mới	$639,251	0.0%
BRKR Bruker Corporation	10.15K	—	Mới	$611,014	0.0%
MRCY Mercury Systems, Inc.	4.97K	—	Mới	$607,613	0.0%
PZZA Papa John's…	15.39K	—	Mới	$566,081	0.0%
PDSB	642.18K	—	Mới	$565,822	0.0%
EUAD	13.11K	—	Mới	$553,013	0.0%
RHP Ryman Hospitality…	4.25K	—	Mới	$545,898	0.0%
HOMB Home Bancshares, Inc.	18.87K	—	Mới	$538,767	0.0%
PRGO Perrigo Company plc	50.52K	—	Mới	$524,857	0.0%
AGL Agilon Health, Inc.	4.89K	—	Mới	$524,003	0.0%
NVTS Navitas Semiconductor…	28.92K	—	Mới	$518,182	0.0%
WKC World Kinect Corporation	15.68K	—	Mới	$516,708	0.0%
IBDU iShares iBonds Dec 2029…	22.03K	—	Mới	$510,158	0.0%
VOYA Voya Financial, Inc.	5.62K	—	Mới	$508,645	0.0%
SLM SLM Corporation	19.47K	—	Mới	$505,008	0.0%
CVBF CVB Financial Corp.	21.93K	—	Mới	$494,506	0.0%
CIFR Cipher Mining Inc.	20.02K	—	Mới	$490,384	0.0%
OLN Olin Corporation	24.64K	—	Mới	$488,475	0.0%
TTMI TTM Technologies, Inc.	2.59K	—	Mới	$483,907	0.0%
HRZN	100.59K	—	Mới	$482,802	0.0%
OPEN Opendoor Technologies…	100.89K	—	Mới	$466,130	0.0%
MTRN Materion Corporation	1.53K	—	Mới	$456,015	0.0%
WRLD	2.04K	—	Mới	$455,943	0.0%
CRVL CorVel Corporation	7.25K	—	Mới	$453,458	0.0%
TRI Thomson Reuters…	5.47K	—	Mới	$447,086	0.0%
ACLS Axcelis Technologies…	2.36K	—	Mới	$446,368	0.0%
DCH Dauch Corp.	82.18K	—	Mới	$445,401	0.0%
DAVE Dave Inc.	1.19K	—	Mới	$442,262	0.0%
KEP Korea Electric Power…	36.28K	—	Mới	$439,026	0.0%
GLAS	33.06K	—	Mới	$429,741	0.0%
TFX Teleflex Incorporated	3.33K	—	Mới	$422,253	0.0%
FUTY Fidelity MSCI Utilities…	7.14K	—	Mới	$417,222	0.0%
GBFH	13.74K	—	Mới	$416,338	0.0%
LZ LegalZoom.com, Inc.	67.87K	—	Mới	$416,068	0.0%
UFO	8.21K	—	Mới	$416,065	0.0%
TNET TriNet Group, Inc.	8.39K	—	Mới	$415,371	0.0%
MRP Millrose Properties…	13.75K	—	Mới	$413,213	0.0%
SEI Solaris Energy…	5.10K	—	Mới	$410,426	0.0%
NCNO nCino, Inc.	25.06K	—	Mới	$409,682	0.0%
TRLV	41.66K	—	Mới	$409,567	0.0%
SFD Smithfield Foods, Inc.	16.83K	—	Mới	$408,204	0.0%
FTMU	51.44K	—	Mới	$407,951	0.0%
MZTI The Marzetti Company	3.52K	—	Mới	$401,912	0.0%
FRMI Fermi Inc. Common Stock	43.38K	—	Mới	$397,352	0.0%
RDW Redwire Corp	32.08K	—	Mới	$392,338	0.0%
WLK Westlake Corporation	5.31K	—	Mới	$387,780	0.0%
SPMB State Street SPDR…	17.11K	—	Mới	$381,800	0.0%
PMT PennyMac Mortgage…	33.84K	—	Mới	$381,723	0.0%
IBHH	16.20K	—	Mới	$380,677	0.0%
GH Guardant Health, Inc.	2.49K	—	Mới	$373,726	0.0%
AMDL	4.50K	—	Mới	$372,375	0.0%
MMSI Merit Medical Systems…	5.33K	—	Mới	$369,522	0.0%
SAIA Saia, Inc.	863	—	Mới	$363,749	0.0%
ICFI ICF International, Inc.	4.97K	—	Mới	$362,058	0.0%
HPP Hudson Pacific…	23.67K	—	Mới	$359,547	0.0%
MXL MaxLinear, Inc.	2.81K	—	Mới	$359,125	0.0%
NSP Insperity, Inc.	8.60K	—	Mới	$355,274	0.0%
UMH UMH Properties, Inc.	22.88K	—	Mới	$346,424	0.0%
BAND Bandwidth Inc.	5.47K	—	Mới	$346,253	0.0%
ALV Autoliv, Inc.	2.94K	—	Mới	$341,751	0.0%
CENTA Central Garden & Pet…	8.76K	—	Mới	$339,627	0.0%
VRTS Virtus Investment…	2.33K	—	Mới	$334,158	0.0%
ORKA Oruka Therapeutics, Inc.	3.50K	—	Mới	$333,096	0.0%
OMDA Omada Health	15.15K	—	Mới	$332,595	0.0%
LTH Life Time Group…	8.11K	—	Mới	$331,375	0.0%
FFIN First Financial…	9.42K	—	Mới	$326,046	0.0%
EMA Emera Incorporated	6.11K	—	Mới	$323,687	0.0%
HELE Helen of Troy Limited	11.02K	—	Mới	$320,468	0.0%
SMPL The Simply Good Foods…	23.87K	—	Mới	$316,954	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
AAPL Apple Inc.	10.04M	10.04M	+0.1%	$2.89B	3.0%	●●○○○○
NVDA NVIDIA Corporation	12.49M	12.11M	+3.1%	$2.50B	2.6%	●●○○○○
VOO Vanguard S&P 500 ETF	2.69M	2.67M	+0.6%	$1.85B	1.9%	●●○○○○
IVV iShares Core S&P 500 ETF	2.41M	2.20M	+9.5%	$1.81B	1.9%	●●○○○○
ITOT iShares Core S&P Total…	8.54M	6.69M	+27.7%	$1.40B	1.4%	●●○○○○
DFIV Dimensional -…	17.20M	13.54M	+27.0%	$929.04M	1.0%
DUHP Dimensional - US High…	21.47M	20.39M	+5.3%	$895.74M	0.9%	●●○○○○
VGIT Vanguard…	15.15M	13.84M	+9.5%	$893.62M	0.9%	●●○○○○
VEA Vanguard FTSE Developed…	11.92M	8.29M	+43.8%	$849.20M	0.9%	●●○○○○
DFUS Dimensional U.S. Equity…	9.44M	9.34M	+1.1%	$773.76M	0.8%	●●○○○○
BRK-B Berkshire Hathaway Inc.	1.36M	1.33M	+2.4%	$679.59M	0.7%	●●○○○○
DIHP Dimensional…	17.14M	15.52M	+10.4%	$585.00M	0.6%	●●○○○○
XLF State Street Financial…	9.78M	8.37M	+16.9%	$524.33M	0.5%
AVDV Avantis International…	4.81M	4.38M	+10.0%	$495.99M	0.5%	●●○○○○
JAAA Janus Henderson AAA CLO…	9.44M	9.35M	+1.0%	$478.34M	0.5%	●●○○○○
XLI State Street Industrial…	2.44M	2.01M	+21.5%	$452.72M	0.5%
WMT Walmart Inc.	3.43M	3.39M	+1.4%	$388.62M	0.4%
DFEM Dimensional - Emerging…	9.90M	9.01M	+9.8%	$402.32M	0.4%	●●○○○○
QUS	2.08M	2.06M	+1.3%	$389.35M	0.4%	●●○○○○
SMH VanEck Semiconductor ETF	588.68K	93.44K	+530.0%	$386.11M	0.4%
COST Costco Wholesale…	357.42K	356.73K	+0.2%	$334.37M	0.3%	●●○○○○
XLY State Street Consumer…	3.02M	3.02M	+0.2%	$354.50M	0.4%
DFSD Dimensional - Short…	7.25M	6.12M	+18.5%	$346.37M	0.4%	●●○○○○
IWD iShares Russell 1000…	1.42M	1.41M	+0.2%	$343.43M	0.4%	●●○○○○
PG The Procter & Gamble…	2.29M	2.25M	+1.9%	$336.01M	0.3%	●●○○○○
IDEV iShares Core MSCI…	3.72M	3.52M	+5.6%	$331.28M	0.3%	●●○○○○
LLY Eli Lilly and Company	260.05K	237.12K	+9.7%	$311.91M	0.3%	●●○○○○
TSLA Tesla, Inc.	703.53K	654.69K	+7.5%	$295.90M	0.3%	●●○○○○
IEMG iShares Core MSCI…	3.30M	3.06M	+7.7%	$273.07M	0.3%	●●○○○○
VTIP Vanguard Short-Term…	5.34M	4.60M	+16.0%	$268.11M	0.3%	●●○○○○
IVW iShares S&P 500 Growth…	1.95M	1.90M	+2.3%	$267.90M	0.3%
AVLV Avantis U.S. Large Cap…	2.73M	2.50M	+9.2%	$249.44M	0.3%	●●○○○○
DFNM	5.07M	4.22M	+20.1%	$245.04M	0.3%	●●○○○○
SPGI S&P Global Inc.	583.16K	288.36K	+102.2%	$237.50M	0.2%	●●○○○○
AON Aon plc	706.90K	630.80K	+12.1%	$234.47M	0.2%	●●○○○○
ABBV AbbVie Inc.	929.57K	894.47K	+3.9%	$233.92M	0.2%
GLW Corning Inc	914.25K	868.77K	+5.2%	$233.30M	0.2%
SCHW The Charles Schwab…	2.50M	2.25M	+10.8%	$230.54M	0.2%	●●○○○○
VWO Vanguard FTSE Emerging…	3.80M	3.76M	+1.0%	$226.84M	0.2%	●●○○○○
PANW Palo Alto Networks, Inc.	650.69K	631.50K	+3.0%	$221.90M	0.2%	●●○○○○
VBR Vanguard Morningstar…	833.30K	829.36K	+0.5%	$202.48M	0.2%
MCD McDonald's Corporation	639.68K	635.06K	+0.7%	$172.91M	0.2%	●●○○○○
IGSB iShares 1-5 Year…	3.67M	3.05M	+20.2%	$192.13M	0.2%	●●○○○○
JQUA JPMorgan U.S. Quality…	2.63M	2.05M	+28.3%	$190.42M	0.2%	●●○○○○
IWV iShares Russell 3000 ETF	440.21K	360.40K	+22.1%	$187.71M	0.2%
VCIT Vanguard…	2.25M	2.20M	+1.9%	$185.66M	0.2%	●●○○○○
DFAU Dimensional - US Core…	3.54M	3.51M	+0.8%	$182.94M	0.2%	●●○○○○
DFSV Dimensional - US Small…	4.70M	4.50M	+4.5%	$182.38M	0.2%	●●○○○○
WAT Waters Corporation	485.60K	474.86K	+2.3%	$182.12M	0.2%	●●○○○○
PAVE Global X - U.S.…	3.06M	590.38K	+418.5%	$180.37M	0.2%	●●○○○○
CRM Salesforce, Inc.	997.44K	947.08K	+5.3%	$156.27M	0.2%	●●○○○○
HON Honeywell International…	394.55K	769.53K	+2.5% ✂	$88.34M	0.1%	●●○○○○
BSV Vanguard Short-Term…	2.17M	2.14M	+1.5%	$168.92M	0.2%	●●○○○○
EFA iShares MSCI EAFE ETF	1.60M	1.59M	+0.6%	$166.07M	0.2%	●●○○○○
VIG Vanguard Dividend…	700.90K	688.70K	+1.8%	$165.85M	0.2%
ICSH iShares Ultra Short…	3.14M	235.44K	+1235.4%	$159.03M	0.2%
SUNB Sunbelt Rentals…	2.06M	1.80M	+14.1%	$153.85M	0.2%	●●○○○○
EWY iShares MSCI South…	756.92K	16.62K	+4454.6%	$152.82M	0.2%	●●○○○○
CARR Carrier Global…	2.08M	1.95M	+6.9%	$152.65M	0.2%	●●○○○○
DUK Duke Energy Corporation	1.15M	1.15M	+0.6%	$146.17M	0.1%	●●○○○○
BDX Becton, Dickinson and…	954.32K	949.47K	+0.5%	$144.42M	0.1%
MSI Motorola Solutions, Inc.	342.43K	336.24K	+1.8%	$142.21M	0.1%	●●○○○○
VXUS Vanguard Total…	1.70M	1.62M	+4.8%	$145.37M	0.1%	●●○○○○
ACWX iShares MSCI ACWI ex…	1.90M	1.80M	+5.2%	$144.25M	0.1%	●●○○○○
CPRT Copart, Inc.	4.34M	4.23M	+2.6%	$122.31M	0.1%	●●○○○○
AGG iShares Core U.S.…	1.34M	1.34M	+0.1%	$132.49M	0.1%
IGIB iShares 5-10 Year…	2.48M	1.64M	+51.2%	$131.66M	0.1%	●●○○○○
ALC Alcon Inc.	1.91M	1.56M	+22.5%	$128.10M	0.1%	●●○○○○
JMBS Janus Henderson…	2.83M	2.82M	0.0%	$127.21M	0.1%	●●○○○○
DFIC Dimensional -…	3.42M	3.19M	+7.2%	$127.52M	0.1%	●●○○○○
BRK-A Berkshire Hathaway Inc.	169	159	+6.3%	$126.56M	0.1%	●●○○○○
WMB The Williams Companies…	1.64M	1.61M	+1.5%	$121.56M	0.1%	●●○○○○
WM Waste Management, Inc.	506.11K	506.02K	0.0%	$112.80M	0.1%	●●○○○○
ASTS AST SpaceMobile, Inc.	1.28M	1.26M	+1.4%	$113.50M	0.1%
FBND Fidelity Total Bond ETF	2.46M	1.76M	+39.9%	$112.05M	0.1%
SBUX Starbucks Corporation	1.04M	862.15K	+20.5%	$106.19M	0.1%	●●○○○○
QLTY	2.48M	2.20M	+12.9%	$103.35M	0.1%	●●○○○○
NEE NextEra Energy, Inc.	1.17M	1.10M	+6.2%	$102.70M	0.1%
COO The Cooper Companies…	1.41M	1.39M	+1.4%	$101.14M	0.1%	●●○○○○
EOG EOG Resources, Inc.	777.24K	247.29K	+214.3%	$100.88M	0.1%	●●○○○○
DFSU	2.16M	1.93M	+11.8%	$100.75M	0.1%	●●○○○○
SYY Sysco Corporation	1.19M	1.13M	+5.7%	$99.56M	0.1%
PLTR Palantir Technologies…	722.27K	678.84K	+6.4%	$84.27M	0.1%
FND Floor & Decor Holdings…	1.66M	1.52M	+9.1%	$98.69M	0.1%	●●○○○○
PSX Phillips 66	566.96K	538.00K	+5.4%	$95.84M	0.1%	●●○○○○
SCHX Schwab U.S. Large-Cap…	3.33M	3.20M	+3.9%	$97.87M	0.1%
SCHF Schwab International…	3.51M	3.17M	+10.5%	$97.10M	0.1%	●●○○○○
JPST JPMorgan Ultra-Short…	1.80M	1.79M	+0.7%	$91.24M	0.1%	●●○○○○
UBER Uber Technologies, Inc.	1.25M	1.14M	+9.9%	$90.21M	0.1%
VYM Vanguard High Dividend…	567.49K	527.22K	+7.6%	$89.68M	0.1%	●●○○○○
MDLZ Mondelez International…	1.52M	1.52M	0.0%	$88.00M	0.1%	●●○○○○
DFAE Dimensional - Emerging…	2.17M	2.15M	+0.8%	$87.23M	0.1%
MRVL Marvell Technology, Inc.	287.60K	124.77K	+130.5%	$85.68M	0.1%
VB Vanguard Morningstar…	280.81K	267.05K	+5.2%	$85.12M	0.1%	●●○○○○
IYW iShares U.S. Technology…	328.69K	324.27K	+1.4%	$82.91M	0.1%	●●○○○○
FIX Comfort Systems USA…	41.05K	36.19K	+13.4%	$81.35M	0.1%	●●○○○○
SUB iShares Short-Term…	751.43K	593.54K	+26.6%	$80.00M	0.1%	●●○○○○
BAI iShares A.I. Innovation…	1.52M	33.57K	+4417.4%	$79.96M	0.1%	●●○○○○
BND Vanguard Total Bond…	1.07M	1.07M	0.0%	$78.75M	0.1%	●●○○○○
NOC Northrop Grumman…	114.83K	112.22K	+2.3%	$58.48M	0.1%
IBTI	3.43M	3.42M	+0.2%	$75.87M	0.1%	●●○○○○
BA The Boeing Company	406.48K	385.13K	+5.5%	$76.05M	0.1%	●●○○○○
LIN Linde plc	146.42K	130.40K	+12.3%	$75.98M	0.1%
TDG TransDigm Group…	56.57K	54.84K	+3.1%	$75.35M	0.1%	●●○○○○
DVY iShares Select Dividend…	478.07K	465.70K	+2.7%	$74.74M	0.1%
SMMD iShares Russell 2500 ETF	776.24K	763.70K	+1.6%	$71.13M	0.1%	●●○○○○
FICO Fair Isaac Corporation	58.90K	52.28K	+12.7%	$70.37M	0.1%	●●○○○○
VT Vanguard Total World…	447.50K	397.48K	+12.6%	$70.23M	0.1%	●●○○○○
WFC Wells Fargo & Company	833.74K	725.63K	+14.9%	$68.90M	0.1%
T AT&T Inc.	3.26M	2.11M	+54.3%	$67.43M	0.1%
JGRO JPMorgan Active Growth…	680.12K	669.41K	+1.6%	$67.05M	0.1%	●●○○○○
VO Vanguard Morningstar…	823.22K	199.34K	+3.2% ✂	$66.33M	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	1.17M	1.09M	+7.6%	$66.06M	0.1%	●●○○○○
OKE ONEOK, Inc.	759.38K	662.04K	+14.7%	$66.02M	0.1%	●●○○○○
GSST	1.25M	131.75K	+846.1%	$63.04M	0.1%
VIRT Virtu Financial, Inc.	1.05M	958.15K	+9.7%	$62.62M	0.1%	●●○○○○
EMXC iShares MSCI Emerging…	609.09K	543.81K	+12.0%	$62.31M	0.1%
EEM iShares MSCI Emerging…	881.30K	840.44K	+4.9%	$60.29M	0.1%
SCHA Schwab U.S. Small-Cap…	1.67M	1.31M	+27.0%	$60.26M	0.1%
APH Amphenol Corporation	339.68K	294.87K	+15.2%	$59.92M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
XLK State Street Technology…	12.70M	12.98M	-2.1%	$2.42B	2.5%	●●○○○○
MSFT Microsoft Corporation	5.09M	5.32M	-4.2%	$1.90B	1.9%
DFAC Dimensional - US Core…	42.13M	42.58M	-1.1%	$1.87B	1.9%	●●○○○○
SPY State Street SPDR S&P…	2.36M	2.43M	-3.0%	$1.65B	1.7%	●●○○○○
AMZN Amazon.com, Inc.	6.85M	7.68M	-10.9%	$1.63B	1.7%
GOOGL Alphabet Inc.	4.13M	4.81M	-14.1%	$1.48B	1.5%
GOOG Alphabet Inc.	4.00M	4.15M	-3.7%	$1.41B	1.4%	●●○○○○
EQTY Kovitz Core Equity ETF	43.87M	44.57M	-1.6%	$1.23B	1.3%	●●○○○○
BSVO EA Bridgeway Omni…	36.84M	37.26M	-1.1%	$1.08B	1.1%
AVGO Broadcom Inc.	2.66M	3.22M	-17.2%	$1.01B	1.0%
VTI Vanguard Morningstar…	2.71M	2.75M	-1.4%	$1.00B	1.0%
JPM JPMorgan Chase & Co.	2.91M	3.11M	-6.2%	$953.84M	1.0%
VTV Vanguard Morningstar…	4.26M	4.28M	-0.5%	$928.78M	1.0%	●●○○○○
DFAT Dimensional - US…	12.49M	13.14M	-5.0%	$873.19M	0.9%	●●○○○○
AVUV Avantis U.S. Small Cap…	6.56M	6.67M	-1.5%	$818.85M	0.8%
AMD Advanced Micro Devices…	1.36M	2.68M	-49.2%	$789.83M	0.8%
DFUV Dimensional - US…	14.22M	14.70M	-3.2%	$782.11M	0.8%	●●○○○○
IWB iShares Russell 1000 ETF	1.86M	1.93M	-3.8%	$761.41M	0.8%	●●○○○○
LRCX Lam Research Corporation	1.64M	2.53M	-35.0%	$711.76M	0.7%
META Meta Platforms, Inc.	1.12M	1.20M	-6.2%	$631.87M	0.6%	●●○○○○
IXUS iShares Core MSCI Total…	6.98M	7.00M	-0.2%	$666.21M	0.7%
IWF iShares Russell 1000…	5.26M	1.34M	-2.0% ✂	$653.04M	0.7%	●●○○○○
VGT Vanguard Information…	5.07M	645.91K	-1.9% ✂	$606.02M	0.6%	●●○○○○
V Visa Inc.	1.73M	1.94M	-10.8%	$593.75M	0.6%
TMO Thermo Fisher…	860.54K	1.14M	-24.6%	$431.44M	0.4%
DISV Dimensional -…	13.41M	13.91M	-3.6%	$538.31M	0.6%
XLC State Street…	3.93M	4.86M	-19.1%	$421.11M	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	1.25M	2.97M	-58.0%	$170.45M	0.2%
XLV State Street Health…	3.02M	3.08M	-2.1%	$478.64M	0.5%	●●○○○○
QUAL iShares MSCI USA…	1.48M	2.40M	-38.5%	$324.12M	0.3%
WT WisdomTree, Inc.	5.14M	5.45M	-5.7%	$457.44M	0.5%	●●○○○○
ICE Intercontinental…	2.37M	2.90M	-18.2%	$291.96M	0.3%
MU Micron Technology, Inc.	383.74K	474.73K	-19.2%	$442.72M	0.5%	●●○○○○
PEP PepsiCo, Inc.	1.92M	2.77M	-30.9%	$259.42M	0.3%
KEYS Keysight Technologies…	856.24K	1.39M	-38.3%	$299.74M	0.3%	●●○○○○
JNJ Johnson & Johnson	1.49M	1.60M	-7.2%	$377.98M	0.4%
KLAC KLA Corporation	1.28M	128.24K	-0.1% ✂	$386.50M	0.4%
DFAX Dimensional World ex…	10.39M	10.40M	-0.1%	$382.89M	0.4%	●●○○○○
VUG Vanguard Morningstar…	4.24M	724.68K	-2.4% ✂	$365.58M	0.4%
CVX Chevron Corporation	1.73M	1.77M	-2.0%	$286.79M	0.3%
APO Apollo Global…	1.65M	3.25M	-49.4%	$194.71M	0.2%
SCHG Schwab U.S. Large-Cap…	6.84M	12.15M	-43.7%	$231.33M	0.2%
PH Parker-Hannifin…	205.23K	394.78K	-48.0%	$200.74M	0.2%
LOW Lowe's Companies, Inc.	1.08M	1.49M	-27.6%	$238.28M	0.2%
RSP Invesco S&P 500 Equal…	1.58M	1.61M	-1.9%	$337.03M	0.3%	●●○○○○
MA Mastercard Incorporated	628.32K	665.03K	-5.5%	$322.71M	0.3%	●●○○○○
OEF iShares S&P 100 ETF	429.44K	1.04M	-58.7%	$157.12M	0.2%	●●○○○○
CSCO Cisco Systems, Inc.	2.74M	3.19M	-14.2%	$321.30M	0.3%
CAT Caterpillar Inc.	285.16K	338.03K	-15.6%	$303.57M	0.3%	●●○○○○
AJG Arthur J. Gallagher &…	771.23K	1.38M	-44.1%	$177.05M	0.2%
AMAT Applied Materials, Inc.	412.98K	478.86K	-13.8%	$298.65M	0.3%	●●○○○○
DIA State Street SPDR Dow…	570.45K	577.80K	-1.3%	$298.00M	0.3%	●●○○○○
ACN Accenture plc	995.44K	1.50M	-33.8%	$123.87M	0.1%
BX Blackstone Inc.	1.68M	2.51M	-33.3%	$197.12M	0.2%
PM Philip Morris…	1.59M	1.66M	-4.5%	$287.46M	0.3%
IEFA iShares Core MSCI EAFE…	2.87M	2.89M	-0.7%	$277.22M	0.3%	●●○○○○
VRSK Verisk Analytics, Inc.	739.09K	1.45M	-49.0%	$132.69M	0.1%
IVE iShares S&P 500 Value…	1.21M	1.23M	-1.9%	$273.68M	0.3%
DFAS Dimensional - US Small…	3.28M	3.45M	-5.0%	$269.82M	0.3%	●●○○○○
GS The Goldman Sachs…	257.17K	259.99K	-1.1%	$260.10M	0.3%	●●○○○○
ABT Abbott Laboratories	1.75M	2.52M	-30.4%	$159.17M	0.2%
IJR iShares Core S&P…	1.73M	1.74M	-0.2%	$257.13M	0.3%	●●○○○○
SGOV iShares 0-3 Month…	2.37M	2.51M	-5.4%	$238.92M	0.2%
AVUS Avantis U.S. Equity ETF	1.95M	1.96M	-0.2%	$250.33M	0.3%	●●○○○○
ZBRA Zebra Technologies…	574.89K	1.13M	-49.3%	$151.35M	0.2%
HD The Home Depot, Inc.	574.59K	698.87K	-17.8%	$202.65M	0.2%
QCOM QUALCOMM Incorporated	1.23M	1.24M	-0.7%	$226.81M	0.2%	●●○○○○
PNC The PNC Financial…	642.04K	1.08M	-40.6%	$158.09M	0.2%
VXF Vanguard Extended…	893.05K	901.75K	-1.0%	$219.88M	0.2%	●●○○○○
GXO GXO Logistics, Inc.	2.07M	4.19M	-50.5%	$104.95M	0.1%
DHR Danaher Corporation	725.09K	1.03M	-29.5%	$138.14M	0.1%
GLD SPDR Gold Shares	431.53K	448.60K	-3.8%	$158.97M	0.2%	●●○○○○
BAC Bank of America…	3.35M	3.48M	-4.0%	$190.66M	0.2%	●●○○○○
XLE State Street Energy…	1.96M	3.09M	-36.8%	$103.86M	0.1%
IJH iShares Core S&P…	2.45M	2.47M	-0.7%	$189.27M	0.2%
XLU State Street Utilities…	2.34M	3.95M	-40.8%	$106.00M	0.1%
BLK BlackRock, Inc.	186.98K	187.52K	-0.3%	$178.35M	0.2%
VV Vanguard Morningstar…	522.65K	532.81K	-1.9%	$179.75M	0.2%
MRK Merck & Co., Inc.	1.38M	1.44M	-4.2%	$176.83M	0.2%
CSL Carlisle Companies…	272.93K	523.39K	-47.9%	$99.01M	0.1%
J Jacobs Solutions Inc.	1.36M	1.37M	-0.5%	$171.94M	0.2%
ASML ASML Holding N.V.	87.64K	95.37K	-8.1%	$174.35M	0.2%	●●○○○○
KMI Kinder Morgan, Inc.	5.11M	5.17M	-1.3%	$163.23M	0.2%
MINT PIMCO Enhanced Short…	1.37M	1.64M	-16.6%	$137.84M	0.1%
ANET Arista Networks, Inc.	969.57K	1.01M	-4.2%	$164.71M	0.2%
STX Seagate Technology…	169.22K	249.28K	-32.1%	$163.27M	0.2%	●●○○○○
AVEM Avantis Emerging…	1.64M	1.71M	-4.3%	$158.17M	0.2%	●●○○○○
ADI Analog Devices, Inc.	388.66K	435.41K	-10.7%	$154.36M	0.2%	●●○○○○
INTC Intel Corp.	1.08M	1.12M	-3.9%	$150.62M	0.2%	●●○○○○
IWM iShares Russell 2000 ETF	499.15K	584.67K	-14.6%	$149.97M	0.2%	●●○○○○
LMT Lockheed Martin…	215.67K	247.41K	-12.8%	$109.91M	0.1%
NFLX Netflix, Inc.	1.49M	1.54M	-3.5%	$106.06M	0.1%
TJX The TJX Companies, Inc.	916.40K	922.53K	-0.7%	$138.83M	0.1%	●●○○○○
SO The Southern Company	1.44M	1.46M	-1.8%	$134.77M	0.1%
GE GE Aerospace	372.61K	383.57K	-2.9%	$139.26M	0.1%
VCSH Vanguard Short-Term…	1.43M	1.74M	-18.3%	$112.62M	0.1%
BLDR Builders FirstSource…	881.99K	1.66M	-47.0%	$78.92M	0.1%
KAT	2.33M	2.50M	-6.8%	$126.08M	0.1%	●●○○○○
VOE Vanguard Morningstar…	653.69K	683.83K	-4.4%	$129.17M	0.1%
PCAR PACCAR Inc	888.92K	1.10M	-19.0%	$106.78M	0.1%	●●○○○○
IEF iShares 7-10 Year…	1.29M	1.31M	-0.9%	$122.46M	0.1%	●●○○○○
AMGN Amgen Inc.	315.58K	360.04K	-12.3%	$109.49M	0.1%	●●○○○○
GEV GE Vernova Inc.	103.82K	106.74K	-2.7%	$121.97M	0.1%
VMBS Vanguard…	2.42M	2.52M	-4.0%	$113.40M	0.1%
DFGR	3.96M	4.07M	-2.9%	$114.68M	0.1%
AVDE Avantis International…	1.18M	1.29M	-8.6%	$105.15M	0.1%	●●○○○○
IEI iShares 3-7 Year…	922.32K	963.83K	-4.3%	$108.33M	0.1%
KO The Coca-Cola Company	1.38M	1.40M	-1.0%	$112.54M	0.1%
MUB iShares National Muni…	907.87K	1.05M	-13.8%	$97.70M	0.1%	●●○○○○
SPEM State Street SPDR…	2.15M	2.22M	-3.1%	$111.25M	0.1%
USMV iShares MSCI USA Min…	1.11M	1.19M	-6.2%	$107.48M	0.1%	●●○○○○
EFV iShares MSCI EAFE Value…	1.35M	1.46M	-7.2%	$103.58M	0.1%	●●○○○○
CME CME Group Inc.	364.73K	365.88K	-0.3%	$80.54M	0.1%	●●○○○○
ORCL Oracle Corporation	711.05K	723.09K	-1.7%	$104.18M	0.1%
IBM International Business…	379.72K	393.51K	-3.5%	$106.74M	0.1%	●●○○○○
SCZ iShares MSCI EAFE…	1.27M	1.28M	-0.8%	$104.81M	0.1%	●●○○○○
NOW ServiceNow, Inc.	987.13K	995.59K	-0.8%	$98.00M	0.1%
SHY iShares 1-3 Year…	1.21M	1.25M	-3.2%	$99.36M	0.1%	●●○○○○
UNH UnitedHealth Group…	225.05K	232.60K	-3.2%	$93.54M	0.1%	●●○○○○
IAU iShares Gold Trust	1.04M	1.06M	-2.3%	$78.44M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
BSCU Invesco BulletShares…	—	959.96K	Thoát	$16.05M	0.0%
BSCV	—	858.29K	Thoát	$14.13M	0.0%
QXO QXO, Inc.	—	715.68K	Thoát	$13.90M	0.0%
BSCT Invesco BulletShares…	—	735.93K	Thoát	$13.73M	0.0%
BSCR Invesco BulletShares…	—	677.78K	Thoát	$13.30M	0.0%
AMCR Amcor plc	—	309.80K	Thoát	$12.31M	0.0%
LDOS Leidos Holdings, Inc.	—	77.27K	Thoát	$12.02M	0.0%
WU The Western Union…	—	1.36M	Thoát	$11.91M	0.0%
BSCS Invesco BulletShares…	—	472.46K	Thoát	$9.65M	0.0%
ZS Zscaler, Inc.	—	64.84K	Thoát	$9.10M	0.0%
JNK State Street SPDR…	—	47.85K	Thoát	$4.58M	0.0%
HOLX Hologic, Inc.	—	52.56K	Thoát	$3.95M	0.0%
AUR Aurora Innovation, Inc.	—	930.48K	Thoát	$3.83M	0.0%
LOUP	—	54.97K	Thoát	$3.78M	0.0%
CGBD	—	304.86K	Thoát	$3.34M	0.0%
CTSH Cognizant Technology…	—	49.72K	Thoát	$3.04M	0.0%
WIX Wix.com Ltd.	—	32.79K	Thoát	$2.95M	0.0%
BSMQ	—	113.49K	Thoát	$2.68M	0.0%
BSMR	—	112.94K	Thoát	$2.67M	0.0%
BSMS	—	109.44K	Thoát	$2.56M	0.0%
CTRA Coterra Energy Inc.	—	69.08K	Thoát	$2.42M	0.0%
BSMT	—	99.68K	Thoát	$2.29M	0.0%
AOS A. O. Smith Corporation	—	34.75K	Thoát	$2.28M	0.0%
WEX WEX Inc.	—	14.01K	Thoát	$2.19M	0.0%
AL Air Lease Corporation	—	34.29K	Thoát	$2.17M	0.0%
LOPE Grand Canyon Education…	—	11.80K	Thoát	$2.01M	0.0%
FOXA Fox Corporation	—	33.39K	Thoát	$1.99M	0.0%
SARO StandardAero, Inc.	—	68.09K	Thoát	$1.76M	0.0%
GWRE Guidewire Software, Inc.	—	10.14K	Thoát	$1.50M	0.0%
COR Cencora, Inc.	—	4.53K	Thoát	$1.42M	0.0%
BSMV	—	64.64K	Thoát	$1.35M	0.0%
CZR Caesars Entertainment…	—	49.09K	Thoát	$1.30M	0.0%
MASI Masimo Corporation	—	7.25K	Thoát	$1.29M	0.0%
GTM ZoomInfo Technologies…	—	209.09K	Thoát	$1.27M	0.0%
JOF	—	111.25K	Thoát	$1.21M	0.0%
GUG	—	75.70K	Thoát	$1.15M	0.0%
SEG	—	596	Thoát	$1.09M	0.0%
MOBX	—	0	Thoát	$1.05M	0.0%
TDY Teledyne Technologies…	—	1.73K	Thoát	$1.05M	0.0%
EPAM EPAM Systems, Inc.	—	7.65K	Thoát	$1.04M	0.0%
OVV Ovintiv Inc.	—	16.96K	Thoát	$1.01M	0.0%
ELS Equity LifeStyle…	—	15.30K	Thoát	$955,323	0.0%
SUI Sun Communities, Inc.	—	7.23K	Thoát	$914,391	0.0%
PEGA Pegasystems Inc.	—	18.74K	Thoát	$798,232	0.0%
CHRW C.H. Robinson…	—	4.73K	Thoát	$787,187	0.0%
AMPX Amprius Technologies…	—	45.47K	Thoát	$766,693	0.0%
MSGS Madison Square Garden…	—	2.33K	Thoát	$763,505	0.0%
M Macy's, Inc.	—	41.97K	Thoát	$759,971	0.0%
ALK Alaska Air Group, Inc.	—	20.45K	Thoát	$752,262	0.0%
FLS Flowserve Corporation	—	9.82K	Thoát	$721,652	0.0%
CHRD Chord Energy Corporation	—	4.75K	Thoát	$675,403	0.0%
AS Amer Sports, Inc.	—	19.99K	Thoát	$658,065	0.0%
FTXL First Trust Nasdaq…	—	4.36K	Thoát	$643,544	0.0%
ELAN Elanco Animal Health…	—	27.25K	Thoát	$632,685	0.0%
LYFT Lyft, Inc.	—	47.48K	Thoát	$631,527	0.0%
PRCT PROCEPT BioRobotics…	—	24.93K	Thoát	$623,524	0.0%
DOCS Doximity, Inc.	—	26.58K	Thoát	$619,323	0.0%
FDD	—	32.65K	Thoát	$581,514	0.0%
CART Maplebear Inc.	—	13.29K	Thoát	$581,464	0.0%
EWJV	—	13.43K	Thoát	$573,143	0.0%
ROL Rollins, Inc.	—	10.48K	Thoát	$571,847	0.0%
EWZS	—	38.50K	Thoát	$570,244	0.0%
ISCF	—	13.24K	Thoát	$553,383	0.0%
RIVN Rivian Automotive, Inc.	—	36.74K	Thoát	$552,971	0.0%
PWR Quanta Services, Inc.	—	892	Thoát	$534,476	0.0%
HASI HA Sustainable…	—	14.54K	Thoát	$534,472	0.0%
APTV Aptiv PLC	—	7.67K	Thoát	$532,578	0.0%
SBR	—	7.03K	Thoát	$527,400	0.0%
AVAV AeroVironment, Inc.	—	2.82K	Thoát	$516,727	0.0%
AFRM Affirm Holdings, Inc.	—	49.23K	Thoát	$514,825	0.0%
HWC Hancock Whitney…	—	7.91K	Thoát	$502,731	0.0%
STBA S&T Bancorp, Inc.	—	11.44K	Thoát	$478,406	0.0%
BRX Brixmor Property Group…	—	16.52K	Thoát	$475,757	0.0%
LTC LTC Properties, Inc.	—	12.55K	Thoát	$466,496	0.0%
CQQQ Invesco China…	—	10.11K	Thoát	$465,446	0.0%
LFUS Littelfuse, Inc.	—	1.37K	Thoát	$464,018	0.0%
EPP iShares MSCI Pacific ex…	—	8.57K	Thoát	$455,540	0.0%
CNM Core & Main, Inc.	—	9.21K	Thoát	$454,971	0.0%
HODL	—	23.82K	Thoát	$453,681	0.0%
PTC PTC Inc.	—	3.08K	Thoát	$435,190	0.0%
QSR Restaurant Brands…	—	5.80K	Thoát	$429,004	0.0%
AHR American Healthcare…	—	8.80K	Thoát	$415,607	0.0%
DOCN DigitalOcean Holdings…	—	4.50K	Thoát	$411,224	0.0%
BUSE First Busey Corporation	—	16.27K	Thoát	$411,093	0.0%
CGMU Capital Group Municipal…	—	14.85K	Thoát	$403,232	0.0%
BCC Boise Cascade Company	—	5.24K	Thoát	$397,084	0.0%
ARKB ARK 21Shares Bitcoin ETF	—	17.29K	Thoát	$388,875	0.0%
ROIV Roivant Sciences Ltd.	—	13.94K	Thoát	$386,000	0.0%
RDN Radian Group Inc.	—	11.61K	Thoát	$383,909	0.0%
FLTR VanEck IG Floating Rate…	—	15.02K	Thoát	$382,847	0.0%
BELFB Bel Fuse Inc.	—	1.92K	Thoát	$379,330	0.0%
HCRB	—	10.80K	Thoát	$378,583	0.0%
EXPO Exponent, Inc.	—	5.79K	Thoát	$377,717	0.0%
PHIN PHINIA Inc.	—	5.49K	Thoát	$375,680	0.0%
BOOM	—	1.35K	Thoát	$371,754	0.0%
EDV Vanguard Extended…	—	240	Thoát	$362,746	0.0%
EFOR Everforth, Inc.	—	9.35K	Thoát	$361,861	0.0%
OLED Universal Display…	—	3.91K	Thoát	$358,744	0.0%
MAKO	—	55.40K	Thoát	$354,006	0.0%
EXPD Expeditors…	—	2.44K	Thoát	$350,050	0.0%
TFLO iShares Treasury…	—	6.89K	Thoát	$348,842	0.0%
AGZ	—	3.16K	Thoát	$346,907	0.0%
WTS Watts Water…	—	1.18K	Thoát	$341,381	0.0%
BPRN	—	10.07K	Thoát	$340,132	0.0%
TNDM Tandem Diabetes Care…	—	17.53K	Thoát	$336,529	0.0%
SLG SL Green Realty Corp.	—	8.91K	Thoát	$329,010	0.0%
EHC Encompass Health…	—	3.38K	Thoát	$327,426	0.0%
WGO Winnebago Industries…	—	10.43K	Thoát	$323,130	0.0%
BC Brunswick Corporation	—	4.41K	Thoát	$321,079	0.0%
WAY Waystar Holding Corp.	—	13.30K	Thoát	$320,592	0.0%
HTBK	—	25.14K	Thoát	$313,798	0.0%
ESE ESCO Technologies Inc.	—	1.10K	Thoát	$311,111	0.0%
PEN Penumbra, Inc.	—	934	Thoát	$306,698	0.0%
UTMD	—	4.90K	Thoát	$303,628	0.0%
AU AngloGold Ashanti plc	—	3.12K	Thoát	$303,021	0.0%
IVES	—	10.67K	Thoát	$302,707	0.0%
STAG STAG Industrial, Inc.	—	8.39K	Thoát	$302,646	0.0%
PLAB Photronics, Inc.	—	7.40K	Thoát	$298,953	0.0%
GATX GATX Corporation	—	1.75K	Thoát	$297,779	0.0%
MAT Mattel, Inc.	—	19.80K	Thoát	$287,618	0.0%

Tuổi vị thế

3070–1 quý

22922–4 quý

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

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Cerity Partners LLC	2083	56.4%	0.7522	So sánh ⇄
Corient Private Wealth LP	1911	53.3%	0.741	So sánh ⇄
Rockefeller Capital Management L.P.	2334	49.1%	0.7402	So sánh ⇄
Commonwealth Equity Services, Llc	2133	50.4%	0.7147	So sánh ⇄
HighTower Advisors, LLC	2120	53.5%	0.7135	So sánh ⇄
Mariner, LLC	2106	54.7%	0.7008	So sánh ⇄
Fifth Third Bancorp	2224	49.8%	0.7006	So sánh ⇄
Ameriprise Financial Inc	2146	49.6%	0.6751	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Aug 12 2026 13F-HR · kỳ Q2 2026

$97.63B · 2,759 vị thế · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$89.91B · 2,644 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$87.74B · 2,645 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$61.99B · 2,200 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$46.16B · 2,028 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q2 2026 · hồ sơ mới nhất Aug 12, 2026 · Phương pháp tính thay đổi

☆ Focus Partners Wealth

Focus Partners Wealth