Hồ sơ lưu nhà quản lý

Lido Advisors, LLC

Los Angeles, CA · CIK 1650150 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$36.83BGiá trị 13F được báo cáo

3,398Vị thế

36.6%Tỷ trọng top 10

43.70Danh mục nắm giữ hiệu lực

4.8%Doanh thu ước tính

+244Mới

−152Thoát 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 59.6% (-3.9pp)

Công nghệ 20.6% (+3.4pp)

Dịch vụ Truyền thông 3.8% (+0.2pp)

Hàng tiêu dùng chu kỳ 3.7% (+0.1pp)

Công nghiệp 3.6% (+0.1pp)

Chăm sóc sức khỏe 3.5% (+0.2pp)

Hàng tiêu dùng thiết yếu 1.8% (+0.0pp)

Năng lượng 1.6% (-0.1pp)

Bất động sản 0.7% (+0.1pp)

Tiện ích 0.6% (+0.1pp)

Vật liệu Cơ bản 0.5% (+0.0pp)

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	SPY State Street SPDR S&P 500…	11.2%	$3.05B	4.07M	-3.7%	▼ Trim	3+
2	AAPL Apple Inc.	4.0%	$1.07B	3.69M	-1.0%	▼ Trim	3+
3	BSCR Invesco BulletShares 2027…	3.9%	$1.07B	54.38M	-22.4%	▼ Trim	3+
4	NVDA NVIDIA Corporation	3.9%	$1.03B	5.15M	+0.1%	▲ Add	3+
5	BSCQ Invesco BulletShares 2026…	3.4%	$906.79M	46.44M	-10.2%	▼ Trim	3+
6	MSFT Microsoft Corporation	2.7%	$730.71M	1.96M	+4.6%	▲ Add	3+
7	FTEC Fidelity MSCI Information…	2.1%	$567.82M	1.99M	-7.7%	▼ Trim	3+
8	MYCH SSGA ACTIVE TR	2.0%	$540.86M	21.72M	+81.4%	▲ Add	3+
9	IVW iShares S&P 500 Growth ETF	1.8%	$472.00M	3.43M	-6.1%	▼ Trim	3+
10	IVE iShares S&P 500 Value ETF	1.7%	$455.14M	2.00M	+9.5%	▲ Add	3+
11	AMZN Amazon.com, Inc.	1.5%	$418.56M	1.76M	+0.1%	▲ Add	3+
12	GOOGL Alphabet Inc.	1.3%	$368.51M	1.03M	+0.8%	▲ Add	3+
13	QQQ Invesco QQQ Trust, Series 1	1.1%	$299.13M	405.97K	-7.7%	▼ Trim	3+
14	AVGO Broadcom Inc.	1.0%	$282.99M	749.14K	+4.0%	▲ Add	3+
15	GOOG Alphabet Inc.	1.0%	$277.25M	784.67K	+7.5%	▲ Add	3+
16	ITOT iShares Core S&P Total U.S.…	1.0%	$268.41M	1.63M	-4.5%	▼ Trim	3+
17	IVV iShares Core S&P 500 ETF	1.0%	$266.66M	356.07K	-10.8%	▼ Trim	3+
18	VOO Vanguard S&P 500 ETF	0.9%	$263.13M	383.08K	-4.4%	▼ Trim	3+
19	VGT Vanguard Information…	0.8%	$208.72M	1.75M	-0.1% ✂	▼ Trim	3+
20	FNCL FIDELITY COVINGTON TRUST	0.7%	$193.54M	2.53M	-4.3%	▼ Trim	3+
21	JPM JPMorgan Chase & Co.	0.7%	$180.18M	550.46K	+3.4%	▲ Add	3+
22	MU Micron Technology, Inc.	1.0%	$176.02M	152.49K	+19.3%	▲ Add	3+
23	FIDU FIDELITY COVINGTON TRUST	0.6%	$164.82M	1.65M	-3.8%	▼ Trim	3+
24	VTI Vanguard Morningstar Total…	0.6%	$159.89M	432.08K	-3.0%	▼ Trim	3+
25	FHLC Fidelity MSCI Health Care…	0.6%	$159.86M	2.07M	-3.2%	▼ Trim	3+
26	IWF iShares Russell 1000 Growth…	0.6%	$159.15M	1.28M	-1.3% ✂	▼ Trim	3+
27	FDIS FIDELITY COVINGTON TRUST	0.5%	$146.15M	1.42M	-4.5%	▼ Trim	3+
28	TSLA Tesla, Inc.	0.5%	$144.18M	342.78K	-4.3%	▼ Trim	3+
29	BRK-B Berkshire Hathaway Inc.	0.5%	$143.98M	287.73K	-10.8%	▼ Trim	3+
30	META Meta Platforms, Inc.	0.5%	$138.14M	245.24K	+7.3%	▲ Add	3+
31	LLY Eli Lilly and Company	0.5%	$136.45M	113.76K	+5.0%	▲ Add	3+
32	IEFA iShares Core MSCI EAFE ETF	0.5%	$135.52M	1.40M	+5.3%	▲ Add	3+
33	AMAT Applied Materials, Inc.	0.5%	$134.89M	186.57K	-3.6%	▼ Trim	3+
34	FCOM FIDELITY COVINGTON TRUST	0.5%	$134.71M	1.94M	-3.8%	▼ Trim	3+
35	BSCU Invesco BulletShares 2030…	0.5%	$129.30M	7.77M	-0.9%	▼ Trim	3+
36	JIRE JPMorgan International…	0.5%	$127.00M	1.54M	+2237.4%	▲ Add	3+
37	PNC The PNC Financial Services…	0.4%	$124.51M	505.69K	-1.5%	▼ Trim	3+
38	IWY iShares Russell Top 200…	0.4%	$116.92M	402.31K	-5.6%	▼ Trim	3+
39	IWV iShares Russell 3000 ETF	0.4%	$114.65M	268.88K	-2.2%	▼ Trim	3+
40	COST Costco Wholesale Corporation	0.4%	$114.63M	122.53K	+3.0%	▲ Add	3+
41	ABBV AbbVie Inc.	0.4%	$114.32M	454.30K	+6.3%	▲ Add	3+
42	BAPR INNOVATOR ETFS TRUST	0.4%	$114.23M	2.14M	-2.3%	▼ Trim	3+
43	LRCX Lam Research Corporation	0.4%	$109.77M	253.19K	-4.5%	▼ Trim	3+
44	IBDT iShares iBonds Dec 2028…	0.4%	$106.67M	4.22M	-5.6%	▼ Trim	3+
45	TSM Taiwan Semiconductor…	0.4%	$104.01M	217.40K	-2.1%	▼ Trim	3+
46	BSCT Invesco BulletShares 2029…	0.4%	$103.27M	5.56M	-8.2%	▼ Trim	3+
47	IWR iShares Russell Mid-Cap ETF	0.4%	$101.91M	923.74K	+2.5%	▲ Add	3+
48	IWX iShares Russell Top 200…	0.3%	$95.88M	911.73K	-5.7%	▼ Trim	3+
49	XONA.DE Exxon Mobil Corporation	0.4%	$95.68M	699.82K	+5.7%	▲ Add	3+
50	GS The Goldman Sachs Group…	0.3%	$92.55M	91.51K	-4.8%	▼ Trim	3+
51	WMT Walmart Inc.	0.4%	$92.32M	815.11K	+9.6%	▲ Add	3+
52	JNJ Johnson & Johnson	0.4%	$92.19M	363.01K	+6.6%	▲ Add	3+
53	V Visa Inc.	0.3%	$90.80M	264.65K	+5.6%	▲ Add	3+
54	BSCS Invesco BulletShares 2028…	0.3%	$88.91M	4.37M	-7.3%	▼ Trim	3+
55	PANW Palo Alto Networks, Inc.	0.3%	$88.51M	259.54K	-5.8%	▼ Trim	3+
56	VTV Vanguard Morningstar Value…	0.3%	$87.95M	403.56K	-22.2%	▼ Trim	3+
57	HD The Home Depot, Inc.	0.3%	$86.97M	246.58K	+6.4%	▲ Add	3+
58	CAT Caterpillar Inc.	0.3%	$81.29M	76.33K	-1.0%	▼ Trim	3+
59	UNH UnitedHealth Group…	0.3%	$80.48M	193.64K	+1.2%	▲ Add	3+
60	KLAC KLA Corporation	0.3%	$77.97M	258.41K	-5.6% ✂	▼ Trim	3+
61	XLG Invesco S&P 500 Top 50 ETF	0.3%	$76.50M	1.25M	-5.2%	▼ Trim	3+
62	IWL iShares Russell Top 200 ETF	0.3%	$75.57M	408.61K	+10.0%	▲ Add	3+
63	VUG Vanguard Morningstar Growth…	0.3%	$75.47M	876.09K	-15.8% ✂	▼ Trim	3+
64	NFLX Netflix, Inc.	0.3%	$73.64M	1.03M	+3.0%	▲ Add	3+
65	AMD Advanced Micro Devices, Inc.	0.3%	$72.18M	124.25K	+32.1%	▲ Add	3+
66	RTX RTX Corporation	0.3%	$69.64M	367.05K	+10.8%	▲ Add	3+
67	IWD iShares Russell 1000 Value…	0.2%	$68.91M	284.26K	-8.0%	▼ Trim	3+
68	FSTA FIDELITY COVINGTON TRUST	0.2%	$68.71M	1.31M	-2.7%	▼ Trim	3+
69	BJUN INNOVATOR ETFS TRUST	0.2%	$66.27M	1.36M	+5269.4%	▲ Add	3+
70	IBDU iShares iBonds Dec 2029…	0.2%	$66.07M	2.85M	-12.7%	▼ Trim	3+
71	IWM iShares Russell 2000 ETF	0.3%	$66.05M	219.83K	-0.3%	▼ Trim	3+
72	ADI Analog Devices, Inc.	0.2%	$65.90M	165.93K	+0.6%	▲ Add	3+
73	IJR iShares Core S&P Small-Cap…	0.2%	$65.31M	440.34K	-30.4%	▼ Trim	3+
74	SHY iShares 1-3 Year Treasury…	0.2%	$65.17M	793.72K	-12.3%	▼ Trim	3+
75	CSCO Cisco Systems, Inc.	0.3%	$63.47M	540.33K	+10.1%	▲ Add	3+
76	INTC Intel Corp.	0.2%	$63.30M	453.32K	+37.6%	▲ Add	3+
77	PLTR Palantir Technologies Inc.	0.2%	$62.99M	539.93K	+1.2%	▲ Add	3+
78	MU Micron Technology, Inc.	1.0%	$60.67M	52.56K	+19.3%	▲ Add	3+
79	XLK State Street Technology…	0.2%	$57.28M	300.65K	-8.2%	▼ Trim	3+
80	EWJ iShares MSCI Japan ETF	0.2%	$56.90M	610.08K	+13.1%	▲ Add	3+
81	IJH iShares Core S&P Mid-Cap ETF	0.2%	$56.71M	735.37K	+0.2%	▲ Add	3+
82	VEA Vanguard FTSE Developed…	0.2%	$56.35M	790.89K	-37.9%	▼ Trim	3+
83	SPYM State Street SPDR Portfolio…	0.2%	$54.09M	615.42K	+44.5%	▲ Add	3+
84	AGG iShares Core U.S. Aggregate…	0.2%	$53.90M	544.60K	-12.3%	▼ Trim	3+
85	MU Micron Technology, Inc.	1.0%	$53.30M	46.18K	+19.3%	▲ Add	3+
86	VO Vanguard Morningstar…	0.2%	$51.57M	640.12K	+0.4% ✂	▲ Add	3+
87	GEV GE Vernova Inc.	0.2%	$51.24M	43.59K	+2.7%	▲ Add	3+
88	IWS iShares Russell Mid-Cap…	0.2%	$50.84M	308.88K	-3.8%	▼ Trim	3+
89	MA Mastercard Incorporated	0.2%	$50.82M	98.94K	-0.3%	▼ Trim	3+
90	ESS Essex Property Trust, Inc.	0.2%	$50.26M	170.86K	+0.6%	▲ Add	3+
91	FENY FIDELITY COVINGTON TRUST	0.2%	$49.69M	1.68M	-3.3%	▼ Trim	3+
92	GE GE Aerospace	0.2%	$49.40M	132.18K	-0.7%	▼ Trim	3+
93	JEMA JPMorgan ActiveBuilders…	0.2%	$49.22M	770.47K	+59.3%	▲ Add	3+
94	IWB iShares Russell 1000 ETF	0.2%	$48.52M	118.49K	-56.5%	▼ Trim	3+
95	FIRST TR EXCHNG TRADED FD VI (chưa ánh xạ)	—	$46.88M	1.57M	—		—
96	VGUS VANGUARD INSTL INDEX FD	0.2%	$46.73M	617.70K	Mới	New	1
97	ETN Eaton Corporation plc	0.2%	$46.18M	108.37K	-0.8%	▼ Trim	3+
98	VFH Vanguard Financials ETF	0.2%	$45.34M	344.49K	+3.3%	▲ Add	3+
99	MRK Merck & Co., Inc.	0.2%	$44.99M	348.60K	+14.7%	▲ Add	3+
100	MS Morgan Stanley	0.2%	$44.74M	214.00K	+3.3%	▲ Add	3+
101	MCK McKesson Corporation	0.2%	$44.62M	58.99K	-1.7%	▼ Trim	3+
102	MGK Vanguard Morningstar Mega…	0.2%	$43.94M	499.84K	-3.1% ✂	▼ Trim	3+
103	CRM Salesforce, Inc.	0.2%	$43.68M	278.23K	+9.1%	▲ Add	3+
104	SCHW The Charles Schwab…	0.2%	$43.54M	471.90K	-3.9%	▼ Trim	3+
105	IEMG iShares Core MSCI Emerging…	0.2%	$43.27M	522.31K	-5.2%	▼ Trim	3+
106	VYM Vanguard High Dividend…	0.2%	$42.03M	265.99K	+4.6%	▲ Add	3+
107	PWR Quanta Services, Inc.	0.2%	$41.91M	58.21K	-7.4%	▼ Trim	3+
108	VIS Vanguard Industrials ETF	0.1%	$40.65M	112.80K	+2.5%	▲ Add	3+
109	XBAP INNOVATOR ETFS TRUST	0.1%	$40.64M	968.75K	-7.6%	▼ Trim	3+
110	ORCL Oracle Corporation	0.1%	$40.61M	277.10K	+4.5%	▲ Add	3+
111	NVDA NVIDIA Corporation	3.9%	$39.21M	195.98K	+0.1%	▲ Add	3+
112	VONG Vanguard Russell 1000…	0.1%	$39.20M	306.67K	-6.8%	▼ Trim	3+
113	VV Vanguard Morningstar…	0.1%	$38.82M	112.87K	-41.9%	▼ Trim	3+
114	VB Vanguard Morningstar…	0.1%	$38.68M	127.59K	-12.7%	▼ Trim	3+
115	VHT Vanguard Health Care ETF	0.1%	$38.55M	128.93K	+1.7%	▲ Add	3+
116	PG The Procter & Gamble Company	0.1%	$37.88M	258.29K	+4.8%	▲ Add	3+
117	DE Deere & Company	0.1%	$37.52M	59.02K	-3.1%	▼ Trim	3+
118	IGM iShares Expanded Tech…	0.1%	$37.48M	229.13K	-0.1%	▼ Trim	3+
119	IJK iShares S&P Mid-Cap 400…	0.1%	$37.35M	317.83K	+10.1%	▲ Add	3+
120	SGOV iShares 0-3 Month Treasury…	0.1%	$37.27M	370.24K	+107.8%	▲ Add	3+
121	BLK BlackRock, Inc.	0.1%	$37.09M	38.57K	+7.7%	▲ Add	3+
122	JBHT J.B. Hunt Transport…	0.1%	$36.63M	126.54K	-8.8%	▼ Trim	3+
123	FMAT FIDELITY COVINGTON TRUST	0.1%	$36.58M	625.16K	-3.5%	▼ Trim	3+
124	IJJ iShares S&P Mid-Cap 400…	0.1%	$36.35M	246.03K	+48.7%	▲ Add	3+
125	INNOVATOR ETFS TRUST (chưa ánh xạ)	—	$35.96M	1.86M	—		—
126	CVX Chevron Corporation	0.1%	$35.91M	216.66K	+4.3%	▲ Add	3+
127	MTUM iShares MSCI USA Momentum…	0.1%	$35.90M	104.71K	-32.5%	▼ Trim	3+
128	MDY State Street SPDR S&P…	0.1%	$35.82M	50.86K	-6.4%	▼ Trim	3+
129	GLD SPDR Gold Shares	0.1%	$35.79M	97.14K	-64.6%	▼ Trim	3+
130	STX Seagate Technology Holdings…	0.1%	$35.65M	36.92K	+108.9%	▲ Add	3+
131	VCR Vanguard Consumer…	0.1%	$35.54M	89.61K	+1.6%	▲ Add	3+
132	SPY State Street SPDR S&P 500…	11.2%	$35.01M	46.76K	-3.7%	▼ Trim	3+
133	IBDV iShares iBonds Dec 2030…	0.1%	$34.88M	1.60M	-19.2%	▼ Trim	3+
134	VOX Vanguard Communication…	0.1%	$34.65M	188.38K	+0.5%	▲ Add	3+
135	JPST JPMorgan Ultra-Short Income…	0.1%	$34.59M	683.94K	-57.4%	▼ Trim	3+
136	EWU iShares MSCI United Kingdom…	0.1%	$34.51M	747.84K	+14.5%	▲ Add	3+
137	QCOM QUALCOMM Incorporated	0.1%	$34.21M	185.14K	-1.8%	▼ Trim	3+
138	ACWI iShares MSCI ACWI ETF	0.1%	$34.21M	217.93K	-0.8%	▼ Trim	3+
139	IBM International Business…	0.1%	$34.19M	121.57K	+25.7%	▲ Add	3+
140	LHX L3Harris Technologies, Inc.	0.1%	$33.81M	116.34K	+7.5%	▲ Add	3+
141	KO The Coca-Cola Company	0.1%	$33.19M	406.21K	+22.9%	▲ Add	3+
142	SPY State Street SPDR S&P 500…	11.2%	$33.07M	44.17K	-3.7%	▼ Trim	3+
143	VWO Vanguard FTSE Emerging…	0.1%	$32.76M	548.84K	-10.4%	▼ Trim	3+
144	EFA iShares MSCI EAFE ETF	0.1%	$32.34M	311.36K	-0.6%	▼ Trim	3+
145	FREL FIDELITY COVINGTON TRUST	0.1%	$32.28M	1.10M	-3.9%	▼ Trim	3+
146	FUTY Fidelity MSCI Utilities…	0.1%	$31.88M	545.78K	-3.3%	▼ Trim	3+
147	PFFD GLOBAL X FDS	0.1%	$31.54M	1.69M	+5.1%	▲ Add	3+
148	COP ConocoPhillips	0.1%	$31.11M	299.22K	+5.3%	▲ Add	3+
149	BAC Bank of America Corporation	0.1%	$30.93M	542.75K	+12.2%	▲ Add	3+
150	EWT iShares MSCI Taiwan ETF	0.1%	$30.46M	280.50K	+7.7%	▲ Add	3+
151	QUAL iShares MSCI USA Quality…	0.1%	$30.44M	138.74K	+3.0%	▲ Add	3+
152	QQQM Invesco NASDAQ 100 ETF	0.1%	$30.20M	99.68K	+1786.0%	▲ Add	3+
153	ANET Arista Networks, Inc.	0.1%	$29.98M	176.46K	+7.3%	▲ Add	3+
154	VONV Vanguard Russell 1000 Value…	0.1%	$29.51M	277.63K	-0.5%	▼ Trim	3+
155	BSCQ Invesco BulletShares 2026…	3.4%	$28.87M	1.48M	-10.2%	▼ Trim	3+
156	NEE NextEra Energy, Inc.	0.1%	$28.60M	325.85K	-0.2%	▼ Trim	3+
157	SNOW Snowflake Inc.	0.1%	$28.54M	112.14K	-4.8%	▼ Trim	3+
158	VTWO Vanguard Russell 2000 ETF	0.1%	$28.51M	234.83K	-15.2%	▼ Trim	3+
159	PEP PepsiCo, Inc.	0.1%	$28.38M	209.63K	+23.9%	▲ Add	3+
160	TJX The TJX Companies, Inc.	0.1%	$28.37M	187.22K	+3.1%	▲ Add	3+
161	JEPI JPMorgan Equity Premium…	0.1%	$28.29M	500.91K	+8.8%	▲ Add	3+
162	IWP iShares Russell Mid-Cap…	0.1%	$28.20M	192.60K	-0.3%	▼ Trim	3+
163	MCD McDonald's Corporation	0.1%	$28.04M	103.71K	+6.6%	▲ Add	3+
164	FTNT Fortinet, Inc.	0.1%	$27.42M	178.49K	-2.9%	▼ Trim	3+
165	VLUE iShares MSCI USA Value…	0.1%	$27.07M	135.48K	+2.4%	▲ Add	3+
166	AXP American Express Company	0.1%	$27.02M	79.87K	+3.8%	▲ Add	3+
167	VXF Vanguard Extended Market ETF	0.1%	$26.76M	108.69K	-20.0%	▼ Trim	3+
168	IVE iShares S&P 500 Value ETF	1.7%	$26.54M	116.90K	+9.5%	▲ Add	3+
169	NOW ServiceNow, Inc.	0.1%	$26.41M	266.01K	+1.5%	▲ Add	3+
170	IVW iShares S&P 500 Growth ETF	1.8%	$26.39M	191.86K	-6.1%	▼ Trim	3+
171	ZBH Zimmer Biomet Holdings, Inc.	0.1%	$26.33M	305.07K	-2.0%	▼ Trim	3+
172	TXN Texas Instruments…	0.1%	$26.31M	88.27K	+3.3%	▲ Add	3+
173	ARLP ALLIANCE RESOURCE PARTNERS L	0.1%	$26.30M	1.10M	Mới	New	1
174	SCHB Schwab U.S. Broad Market ETF	0.1%	$25.68M	886.78K	+4.8%	▲ Add	3+
175	CB Chubb Limited	0.1%	$25.24M	73.91K	+7.3%	▲ Add	3+
176	WFC Wells Fargo & Company	0.1%	$25.14M	304.25K	+29.4%	▲ Add	3+
177	C Citigroup Inc.	0.1%	$24.95M	178.24K	+82.0%	▲ Add	3+
178	MCHI iShares MSCI China ETF	0.1%	$24.86M	487.16K	+18.5%	▲ Add	3+
179	EWQ ISHARES INC	0.1%	$24.74M	544.49K	+15.8%	▲ Add	3+
180	NVT nVent Electric plc	0.1%	$24.67M	145.45K	-10.9%	▼ Trim	3+
181	EWC iShares MSCI Canada ETF	0.1%	$24.65M	427.57K	+13.7%	▲ Add	3+
182	USMV iShares MSCI USA Min Vol…	0.1%	$24.22M	251.07K	+0.8%	▲ Add	3+
183	VLO Valero Energy Corporation	0.1%	$23.59M	90.60K	+6.2%	▲ Add	3+
184	VIG Vanguard Dividend…	0.1%	$23.55M	99.51K	+0.1%	▲ Add	3+
185	GLW Corning Inc	0.1%	$23.49M	91.98K	-12.4%	▼ Trim	3+
186	PSEP INNOVATOR ETFS TRUST	0.1%	$23.37M	507.49K	-0.5%	▼ Trim	3+
187	DELL Dell Technologies Inc.	0.1%	$23.36M	54.13K	-1.4%	▼ Trim	3+
188	SBUX Starbucks Corporation	0.1%	$23.29M	227.92K	-6.2%	▼ Trim	3+
189	SNDK Sandisk Corporation	0.1%	$23.20M	10.21K	+98.0%	▲ Add	3+
190	EWG iShares MSCI Germany ETF	0.1%	$23.01M	556.28K	+16.0%	▲ Add	3+
191	MO Altria Group, Inc.	0.1%	$22.84M	313.13K	+3.2%	▲ Add	3+
192	RSP Invesco S&P 500 Equal…	0.1%	$22.66M	106.52K	+3.2%	▲ Add	3+
193	GD General Dynamics Corporation	0.1%	$22.65M	63.93K	-5.6%	▼ Trim	3+
194	SCHG Schwab U.S. Large-Cap…	0.1%	$22.51M	665.08K	-78.6%	▼ Trim	3+
195	VT Vanguard Total World Stock…	0.1%	$22.44M	142.95K	-9.6%	▼ Trim	3+
196	WDC Western Digital Corporation	0.1%	$22.15M	34.67K	+19.1%	▲ Add	3+
197	EMR Emerson Electric Co.	0.1%	$22.11M	154.49K	-3.0%	▼ Trim	3+
198	AIM ETF PRODUCTS TRUST (chưa ánh xạ)	—	$22.09M	716.29K	—		—
199	EWY iShares MSCI South Korea ETF	0.1%	$21.68M	107.40K	+5.3%	▲ Add	3+
200	AAPL Apple Inc.	4.0%	$21.67M	74.90K	-1.0%	▼ Trim	3+
201	LMT Lockheed Martin Corporation	0.1%	$21.62M	42.44K	+27.4%	▲ Add	3+
202	TMO Thermo Fisher Scientific…	0.1%	$21.49M	42.83K	+7.8%	▲ Add	3+
203	CFR Cullen/Frost Bankers, Inc.	0.1%	$21.42M	138.60K	-5.4%	▼ Trim	3+
204	GBCI Glacier Bancorp, Inc.	0.1%	$21.33M	413.61K	-0.9%	▼ Trim	3+
205	SPSM State Street SPDR Portfolio…	0.1%	$21.20M	367.51K	+2.2%	▲ Add	3+
206	EQIX Equinix, Inc.	0.1%	$21.11M	20.25K	+7.9%	▲ Add	3+
207	EWL iShares MSCI Switzerland ETF	0.1%	$20.91M	332.77K	+14.9%	▲ Add	3+
208	KRMN Karman Holdings Inc.	0.1%	$20.77M	416.12K	-55.1%	▼ Trim	3+
209	VEU Vanguard FTSE All-World…	0.1%	$20.71M	247.29K	-1.5%	▼ Trim	3+
210	DIS The Walt Disney Company	0.1%	$20.70M	213.95K	+9.2%	▲ Add	3+
211	ASML ASML Holding N.V.	0.1%	$20.43M	10.27K	+0.2%	▲ Add	3+
212	WT WisdomTree, Inc.	0.1%	$20.27M	438.91K	-79.0%	▼ Trim	3+
213	SCHD Schwab U.S. Dividend Equity…	0.1%	$20.10M	633.86K	-1.4%	▼ Trim	3+
214	DPZ Domino's Pizza, Inc.	0.1%	$20.04M	67.71K	+2.0%	▲ Add	3+
215	TIP iShares TIPS Bond ETF	0.1%	$20.04M	183.10K	+54.1%	▲ Add	3+
216	LNG Cheniere Energy, Inc.	0.1%	$19.92M	83.33K	-3.0%	▼ Trim	3+
217	APH Amphenol Corporation	0.1%	$19.74M	111.86K	-0.5%	▼ Trim	3+
218	AMGN Amgen Inc.	0.1%	$19.64M	54.25K	-0.5%	▼ Trim	3+
219	PM Philip Morris International…	0.1%	$19.56M	107.31K	+3.8%	▲ Add	3+
220	SIZE ISHARES TR	0.1%	$19.43M	108.98K	+5.1%	▲ Add	3+
221	BIV Vanguard Intermediate-Term…	0.1%	$18.82M	245.43K	+0.9%	▲ Add	3+
222	AMT American Tower Corporation	0.1%	$18.70M	113.20K	-0.3%	▼ Trim	3+
223	WOLF Wolfspeed Inc.	0.1%	$18.60M	385.59K	Mới	New	1
224	MNST Monster Beverage Corporation	0.1%	$18.54M	192.93K	+3.7%	▲ Add	3+
225	TMUS T-Mobile US, Inc.	0.1%	$18.51M	110.37K	+0.5%	▲ Add	3+
226	VDC Vanguard Consumer Staples…	0.1%	$18.44M	81.76K	+2.5%	▲ Add	3+
227	SPMD State Street SPDR Portfolio…	0.1%	$17.95M	265.66K	+3.9%	▲ Add	3+
228	SMH VanEck Semiconductor ETF	0.1%	$17.90M	27.29K	+6.1%	▲ Add	3+
229	OKE ONEOK, Inc.	0.1%	$17.63M	202.82K	+162.4%	▲ Add	3+
230	WMB The Williams Companies, Inc.	0.1%	$17.63M	237.16K	+325.9%	▲ Add	3+
231	INDA iShares MSCI India ETF	0.1%	$17.41M	352.58K	+17.0%	▲ Add	3+
232	ABT Abbott Laboratories	0.1%	$17.27M	190.34K	-5.5%	▼ Trim	3+
233	SCHF Schwab International Equity…	0.1%	$17.25M	622.73K	-2.0%	▼ Trim	3+
234	GILD Gilead Sciences, Inc.	0.1%	$17.23M	136.41K	+27.6%	▲ Add	3+
235	ISHARES TR (chưa ánh xạ)	—	$17.14M	629.09K	—		—
236	RBB FD INC (chưa ánh xạ)	—	$17.13M	339.69K	—		—
237	VRTX Vertex Pharmaceuticals…	0.1%	$17.01M	34.25K	+4.2%	▲ Add	3+
238	RBB FD INC (chưa ánh xạ)	—	$16.47M	325.86K	—		—
239	UBER Uber Technologies, Inc.	0.1%	$16.41M	227.47K	+25.5%	▲ Add	3+
240	DVY iShares Select Dividend ETF	0.1%	$16.34M	104.54K	+3.1%	▲ Add	3+
241	VNQ Vanguard Real Estate ETF	0.1%	$16.34M	169.42K	-0.6%	▼ Trim	3+
242	SPHQ Invesco S&P 500 Quality ETF	0.1%	$16.16M	179.40K	-14.0%	▼ Trim	3+
243	LIN Linde plc	0.1%	$16.04M	30.90K	+1.9%	▲ Add	3+
244	URI United Rentals, Inc.	0.1%	$15.92M	14.05K	-3.0%	▼ Trim	3+
245	JIVE JPMorgan International…	0.1%	$15.83M	172.10K	-65.3%	▼ Trim	3+
246	TT Trane Technologies plc	0.1%	$15.80M	32.16K	+6.2%	▲ Add	3+
247	TPL Texas Pacific Land…	0.1%	$15.78M	36.05K	-17.5%	▼ Trim	3+
248	SO The Southern Company	0.1%	$15.56M	162.60K	+57.2%	▲ Add	3+
249	MUB iShares National Muni Bond…	0.1%	$15.31M	142.26K	+4.6%	▲ Add	3+
250	SSGA ACTIVE TR (chưa ánh xạ)	—	$15.24M	614.52K	—		—
251	CRWD CrowdStrike Holdings, Inc.	0.1%	$15.20M	19.91K	-1.6%	▼ Trim	3+
252	USB U.S. Bancorp	0.1%	$15.17M	250.21K	+1.1%	▲ Add	3+
253	SCHA Schwab U.S. Small-Cap ETF	0.1%	$15.04M	416.41K	-3.8%	▼ Trim	3+
254	BIL State Street SPDR Bloomberg…	0.1%	$15.00M	163.73K	-0.6%	▼ Trim	3+
255	VPU Vanguard Utilities ETF	0.1%	$14.99M	76.60K	+4.9%	▲ Add	3+
256	ICE Intercontinental Exchange…	0.1%	$14.93M	121.28K	+0.2%	▲ Add	3+
257	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$14.90M	294.53K	+11.6%	▲ Add	3+
258	ARES Ares Management Corporation	0.1%	$14.88M	133.66K	+1595.9%	▲ Add	3+
259	SHW The Sherwin-Williams Company	0.1%	$14.83M	43.06K	-3.1%	▼ Trim	3+
260	EPD Enterprise Products…	0.1%	$14.82M	403.15K	+107.4%	▲ Add	3+
261	DHR Danaher Corporation	0.1%	$14.75M	77.35K	+3.1%	▲ Add	3+
262	SYK Stryker Corporation	0.1%	$14.70M	46.56K	0.0%	▼ Trim	3+
263	UNP Union Pacific Corporation	0.1%	$14.62M	53.74K	+0.7%	▲ Add	3+
264	BND Vanguard Total Bond Market…	0.1%	$14.46M	197.02K	+20.7%	▲ Add	3+
265	MYCH SSGA ACTIVE TR	2.0%	$14.45M	580.15K	+81.4%	▲ Add	3+
266	ARCC Ares Capital Corporation	0.1%	$14.39M	776.51K	+22.8%	▲ Add	3+
267	AMD Advanced Micro Devices, Inc.	0.3%	$14.38M	24.75K	+32.1%	▲ Add	3+
268	VZ Verizon Communications Inc.	0.1%	$14.28M	337.30K	+22.4%	▲ Add	3+
269	IBMO ISHARES TR	0.1%	$14.25M	555.77K	-2.3%	▼ Trim	3+
270	MRVL Marvell Technology, Inc.	0.1%	$14.25M	47.83K	-0.5%	▼ Trim	3+
271	IGIB iShares 5-10 Year…	0.1%	$14.24M	267.88K	+0.4%	▲ Add	3+
272	IBMQ ISHARES TR	0.1%	$14.09M	550.67K	-1.5%	▼ Trim	3+
273	SPYG State Street SPDR Portfolio…	0.1%	$14.01M	117.76K	-13.2%	▼ Trim	3+
274	SPTM State Street SPDR Portfolio…	0.1%	$13.97M	153.90K	+0.4%	▲ Add	3+
275	IBMP ISHARES TR	0.1%	$13.91M	547.23K	-2.4%	▼ Trim	3+
276	EWA iShares MSCI Australia ETF	0.1%	$13.89M	493.08K	+16.0%	▲ Add	3+
277	IJS iShares S&P Small-Cap 600…	0.1%	$13.87M	101.44K	-0.5%	▼ Trim	3+
278	IJT iShares S&P Small-Cap 600…	0.1%	$13.77M	77.12K	-1.3%	▼ Trim	3+
279	JMST JPMorgan Ultra-Short…	0.0%	$13.70M	268.69K	-3.8%	▼ Trim	3+
280	EWN ISHARES INC	0.0%	$13.04M	185.35K	+14.8%	▲ Add	3+
281	IYW iShares U.S. Technology ETF	0.0%	$12.99M	51.50K	-9.5%	▼ Trim	3+
282	MSFT Microsoft Corporation	2.7%	$12.89M	34.57K	+4.6%	▲ Add	3+
283	BA The Boeing Company	0.0%	$12.76M	58.95K	+7.3%	▲ Add	3+
284	AIQ Global X - Artificial…	0.1%	$12.68M	193.23K	-44.8%	▼ Trim	3+
285	EEM iShares MSCI Emerging…	0.1%	$12.59M	184.05K	+8.1%	▲ Add	3+
286	INNOVATOR ETFS TRUST (chưa ánh xạ)	—	$12.57M	277.37K	—		—
287	IBDW iShares iBonds Dec 2031…	0.0%	$12.57M	603.20K	-13.4%	▼ Trim	3+
288	USRT iShares Core U.S. REIT ETF	0.1%	$12.43M	187.09K	+3.6%	▲ Add	3+
289	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$12.35M	162.27K	-14.4%	▼ Trim	3+
290	XLF State Street Financial…	0.1%	$12.33M	229.90K	-5.7%	▼ Trim	3+
291	IVV iShares Core S&P 500 ETF	1.0%	$12.09M	16.15K	-10.8%	▼ Trim	3+
292	DUK Duke Energy Corporation	0.0%	$12.03M	95.03K	+55.0%	▲ Add	3+
293	CMI Cummins Inc.	0.0%	$12.00M	16.83K	+9.9%	▲ Add	3+
294	HWM Howmet Aerospace Inc.	0.0%	$11.93M	44.39K	+6.0%	▲ Add	3+
295	IAT ISHARES TR	0.0%	$11.83M	190.19K	-0.4%	▼ Trim	2
296	VGSH Vanguard Short-Term…	0.0%	$11.82M	203.16K	-53.9%	▼ Trim	3+
297	IEI iShares 3-7 Year Treasury…	0.0%	$11.81M	100.56K	-12.4%	▼ Trim	3+
298	ISRG Intuitive Surgical, Inc.	0.1%	$11.73M	29.50K	-4.9%	▼ Trim	3+
299	TGT Target Corporation	0.0%	$11.72M	89.70K	+70.9%	▲ Add	3+
300	XLU State Street Utilities…	0.1%	$11.69M	257.84K	+3.0%	▲ Add	3+
301	DIA State Street SPDR Dow Jones…	0.0%	$11.65M	22.25K	+21.2%	▲ Add	3+
302	VAW Vanguard Materials ETF	0.1%	$11.58M	50.60K	-0.2%	▼ Trim	3+
303	SPLV Invesco S&P 500 Low…	0.0%	$11.43M	152.65K	-18.3%	▼ Trim	3+
304	WELL Welltower Inc.	0.0%	$11.43M	50.34K	+1.4%	▲ Add	3+
305	IDV iShares International…	0.0%	$11.36M	274.27K	-3.8%	▼ Trim	3+
306	HEFA iShares Currency Hedged…	0.0%	$11.33M	241.40K	-5.0%	▼ Trim	3+
307	HDV iShares Core High Dividend…	0.0%	$11.24M	409.93K	+5.3% ✂	▲ Add	3+
308	GDX VanEck Gold Miners ETF	0.0%	$11.20M	148.42K	+5.3%	▲ Add	3+
309	LOW Lowe's Companies, Inc.	0.0%	$11.14M	50.53K	-12.6%	▼ Trim	3+
310	JMUB JPMorgan Municipal ETF	0.0%	$11.11M	219.31K	-4.5%	▼ Trim	3+
311	EFV iShares MSCI EAFE Value ETF	0.0%	$10.86M	141.91K	-63.1%	▼ Trim	3+
312	ISRG Intuitive Surgical, Inc.	0.1%	$10.67M	26.83K	-4.9%	▼ Trim	3+
313	BKNG Booking Holdings Inc.	0.0%	$10.55M	59.19K	+13.7% ✂	▲ Add	3+
314	RKLB Rocket Lab USA, Inc.	0.0%	$10.54M	103.72K	+7.1%	▲ Add	3+
315	T AT&T Inc.	0.0%	$10.51M	507.76K	+37.2%	▲ Add	3+
316	HON Honeywell International Inc.	0.0%	$10.49M	46.85K	+0.4% ✂	▲ Add	3+
317	HONA Honeywell Aerospace Inc	0.0%	$10.39M	46.99K	Mới	New	1
318	PH Parker-Hannifin Corporation	0.0%	$10.33M	10.56K	+8.1%	▲ Add	3+
319	COF Capital One Financial…	0.0%	$10.30M	51.34K	+8.8%	▲ Add	3+
320	AEP American Electric Power…	0.0%	$10.14M	74.10K	+34.3%	▲ Add	3+
321	AMLP Alerian MLP ETF	0.0%	$10.14M	195.49K	+44.5%	▲ Add	3+
322	NOC Northrop Grumman Corporation	0.0%	$10.11M	19.85K	+0.6%	▲ Add	3+
323	XLI State Street Industrial…	0.0%	$10.09M	54.46K	-7.5%	▼ Trim	3+
324	SPGI S&P Global Inc.	0.0%	$10.08M	24.73K	-1.1%	▼ Trim	3+
325	MRSH Marsh & McLennan Companies…	0.0%	$10.05M	60.29K	+3.8%	▲ Add	3+
326	TLT iShares 20+ Year Treasury…	0.0%	$9.94M	115.02K	+1.8%	▲ Add	3+
327	PLD Prologis, Inc.	0.0%	$9.91M	73.19K	+4.7%	▲ Add	3+
328	SHOP Shopify Inc.	0.0%	$9.85M	86.29K	-5.8%	▼ Trim	3+
329	IBIT iShares Bitcoin Trust ETF	0.0%	$9.84M	295.58K	-1.4%	▼ Trim	3+
330	ENB Enbridge Inc.	0.0%	$9.78M	180.41K	+56.8%	▲ Add	3+
331	KMI Kinder Morgan, Inc.	0.0%	$9.72M	304.01K	+286.8%	▲ Add	3+
332	GLW Corning Inc	0.1%	$9.67M	37.87K	-12.4%	▼ Trim	3+
333	BONDBLOXX ETF TRUST (chưa ánh xạ)	—	$9.67M	235.79K	—		—
334	BX Blackstone Inc.	0.0%	$9.66M	82.11K	+2.0%	▲ Add	3+
335	ET Energy Transfer LP	0.0%	$9.64M	504.19K	+20.0%	▲ Add	3+
336	MPC Marathon Petroleum…	0.0%	$9.62M	37.64K	+8.6%	▲ Add	3+
337	APO Apollo Global Management…	0.0%	$9.62M	81.28K	+589.9%	▲ Add	3+
338	FDX FedEx Corporation	0.0%	$9.60M	30.57K	-15.1% ✂	▼ Trim	3+
339	SOXX iShares Semiconductor ETF	0.0%	$9.49M	14.82K	-15.0%	▼ Trim	3+
340	EFG iShares MSCI EAFE Growth ETF	0.0%	$9.46M	76.02K	-64.0%	▼ Trim	3+
341	SCHX Schwab U.S. Large-Cap ETF	0.0%	$9.46M	321.28K	-11.7%	▼ Trim	3+
342	WT WisdomTree, Inc.	0.1%	$9.45M	180.44K	-79.0%	▼ Trim	3+
343	DHI D.R. Horton, Inc.	0.0%	$9.44M	57.94K	+10.5%	▲ Add	3+
344	EVUS ISHARES TR	0.0%	$9.42M	268.17K	+16.2%	▲ Add	3+
345	CAH Cardinal Health, Inc.	0.0%	$9.39M	39.55K	-8.1%	▼ Trim	3+
346	ECL Ecolab Inc.	0.0%	$9.37M	33.55K	-11.6%	▼ Trim	3+
347	FDVV Fidelity High Dividend ETF	0.0%	$9.36M	155.25K	-12.3%	▼ Trim	3+
348	ISHARES TR (chưa ánh xạ)	—	$9.35M	160.04K	—		—
349	SDY State Street SPDR S&P…	0.0%	$9.26M	60.84K	+19.2%	▲ Add	3+
350	RODM Hartford Multifactor…	0.0%	$9.19M	227.38K	-5.9%	▼ Trim	3+
351	VDE Vanguard Energy ETF	0.0%	$9.11M	60.70K	+3.3%	▲ Add	3+
352	XLV State Street Health Care…	0.0%	$9.08M	57.21K	+10.6%	▲ Add	3+
353	DFAU Dimensional - US Core…	0.0%	$9.00M	174.15K	-51.4%	▼ Trim	2
354	IAU iShares Gold Trust	0.0%	$8.89M	117.67K	+1.6%	▲ Add	3+
355	ADP Automatic Data Processing…	0.0%	$8.88M	39.45K	-6.0%	▼ Trim	3+
356	MAR Marriott International, Inc.	0.0%	$8.75M	23.62K	+39.3%	▲ Add	3+
357	URTH iShares MSCI World ETF	0.0%	$8.70M	42.95K	-6.8%	▼ Trim	3+
358	IGV iShares Expanded…	0.0%	$8.62M	95.09K	+153.0%	▲ Add	3+
359	IBMR ISHARES TR	0.0%	$8.60M	338.57K	-2.5%	▼ Trim	3+
360	IUSB iShares Core Universal USD…	0.0%	$8.59M	186.21K	+80.1%	▲ Add	3+
361	PFE Pfizer Inc.	0.0%	$8.55M	355.21K	+36.7%	▲ Add	3+
362	AAPL Apple Inc.	4.0%	$8.55M	29.54K	-1.0%	▼ Trim	3+
363	SPY State Street SPDR S&P 500…	11.2%	$8.49M	11.34K	-3.7%	▼ Trim	3+
364	BABA Alibaba Group Holding…	0.0%	$8.49M	87.65K	+21.4%	▲ Add	3+
365	AMGN Amgen Inc.	0.1%	$8.48M	23.41K	-0.5%	▼ Trim	3+
366	TER Teradyne, Inc.	0.1%	$8.34M	17.23K	+1.0%	▲ Add	3+
367	ABNB Airbnb, Inc.	0.0%	$8.21M	57.36K	+24.2%	▲ Add	3+
368	SPYV State Street SPDR Portfolio…	0.0%	$8.20M	134.81K	-10.9%	▼ Trim	3+
369	PSX Phillips 66	0.0%	$8.18M	48.41K	+18.6%	▲ Add	3+
370	INTU Intuit Inc.	0.0%	$8.13M	31.14K	-1.0%	▼ Trim	3+
371	PNOV INNOVATOR ETFS TRUST	0.0%	$8.11M	182.92K	-1.0%	▼ Trim	3+
372	CASY Casey's General Stores, Inc.	0.0%	$8.08M	10.16K	+4.4%	▲ Add	3+
373	PSK SPDR SERIES TRUST	0.0%	$8.02M	262.69K	-1.2%	▼ Trim	3+
374	SSO PROSHARES TR	0.0%	$7.99M	118.60K	-14.9%	▼ Trim	3+
375	PSA Public Storage	0.0%	$7.95M	24.98K	+1153.6%	▲ Add	3+
376	AFL Aflac Incorporated	0.0%	$7.89M	67.29K	+33.5%	▲ Add	3+
377	DAL Delta Air Lines, Inc.	0.0%	$7.83M	83.61K	+103.6%	▲ Add	3+
378	FENI Fidelity Enhanced…	0.0%	$7.82M	194.90K	+10.8%	▲ Add	3+
379	TQQQ ProShares UltraPro QQQ	0.0%	$7.80M	96.33K	+4.8%	▲ Add	3+
380	GM General Motors Company	0.0%	$7.79M	101.09K	+20.6%	▲ Add	3+
381	BSJQ INVESCO EXCH TRD SLF IDX FD	0.0%	$7.72M	336.45K	-0.9%	▼ Trim	3+
382	ITW Illinois Tool Works Inc.	0.0%	$7.72M	28.38K	+6.2%	▲ Add	3+
383	AZN AstraZeneca PLC	0.0%	$7.70M	40.59K	-2.3%	▼ Trim	3+
384	CTVA Corteva, Inc.	0.0%	$7.69M	90.84K	-0.3%	▼ Trim	3+
385	JCI Johnson Controls…	0.0%	$7.66M	52.27K	+75.0%	▲ Add	3+
386	HOOD Robinhood Markets, Inc.	0.0%	$7.59M	75.65K	-8.8%	▼ Trim	3+
387	AXTI AXT, Inc.	0.0%	$7.57M	104.99K	Mới	New	1
388	XLY State Street Consumer…	0.0%	$7.56M	64.44K	-9.2%	▼ Trim	3+
389	BRK-A Berkshire Hathaway Inc.	0.0%	$7.49M	10	+42.9%	▲ Add	3+
390	PGR The Progressive Corporation	0.0%	$7.48M	34.23K	+3.9%	▲ Add	3+
391	CI Cigna Corporation	0.0%	$7.34M	26.61K	-8.8%	▼ Trim	3+
392	REGN Regeneron Pharmaceuticals…	0.0%	$7.25M	11.62K	-0.8%	▼ Trim	3+
393	VRT Vertiv Holdings Co	0.0%	$7.24M	21.63K	+64.9%	▲ Add	3+
394	PFF iShares Preferred and…	0.0%	$7.23M	237.24K	+2.3%	▲ Add	3+
395	JNJ Johnson & Johnson	0.4%	$7.23M	28.45K	+6.6%	▲ Add	3+
396	O Realty Income Corporation	0.0%	$7.21M	115.83K	-5.7%	▼ Trim	3+
397	BMY Bristol-Myers Squibb Company	0.0%	$7.20M	124.90K	+7.9%	▲ Add	3+
398	FLEX Flex Ltd.	0.0%	$7.18M	44.29K	-3.4%	▼ Trim	3+
399	ROKU Roku, Inc.	0.0%	$7.17M	51.87K	+70.9%	▲ Add	3+
400	BOTZ Global X - Robotics &…	0.0%	$7.12M	187.65K	-59.6%	▼ Trim	3+
401	PRF Invesco RAFI US 1000 ETF	0.0%	$7.08M	131.12K	-5.1%	▼ Trim	3+
402	RSPT Invesco S&P 500 Equal…	0.0%	$6.99M	108.44K	-14.2%	▼ Trim	3+
403	D Dominion Energy, Inc.	0.0%	$6.97M	102.06K	+141.2%	▲ Add	3+
404	IBDZ ISHARES TR	0.0%	$6.94M	266.37K	+2.1%	▲ Add	3+
405	DFAC Dimensional - US Core…	0.0%	$6.94M	156.38K	+255.4%	▲ Add	3+
406	BSCV INVESCO EXCH TRD SLF IDX FD	0.0%	$6.93M	423.19K	+3.6%	▲ Add	3+
407	DTE DTE Energy Company	0.0%	$6.84M	44.83K	+8.3%	▲ Add	3+
408	VMBS Vanguard Mortgage-Backed…	0.0%	$6.82M	145.61K	-59.5%	▼ Trim	3+
409	FDLO Fidelity Low Volatility…	0.0%	$6.77M	99.08K	-9.4%	▼ Trim	3+
410	MMM 3M Company	0.0%	$6.73M	41.59K	-31.6%	▼ Trim	3+
411	IT Gartner, Inc.	0.0%	$6.71M	51.75K	+2.2%	▲ Add	3+
412	AKRE Akre Focus ETF	0.0%	$6.71M	126.11K	-23.3%	▼ Trim	2
413	BSCU Invesco BulletShares 2030…	0.5%	$6.65M	399.70K	-0.9%	▼ Trim	3+
414	KEYS Keysight Technologies, Inc.	0.0%	$6.64M	18.96K	-7.6%	▼ Trim	3+
415	SCHM Schwab U.S. Mid-Cap ETF	0.0%	$6.62M	179.44K	-13.3%	▼ Trim	3+
416	BONDBLOXX ETF TRUST (chưa ánh xạ)	—	$6.59M	129.10K	—		—
417	XLE State Street Energy Select…	0.0%	$6.58M	123.92K	+18.8%	▲ Add	3+
418	TER Teradyne, Inc.	0.1%	$6.57M	13.59K	+1.0%	▲ Add	3+
419	XLU State Street Utilities…	0.1%	$6.56M	144.58K	+3.0%	▲ Add	3+
420	CRCL Circle Internet Group	0.0%	$6.48M	103.45K	-4.6%	▼ Trim	2
421	ADBE Adobe Inc.	0.0%	$6.45M	31.46K	-15.3%	▼ Trim	3+
422	ALL The Allstate Corporation	0.0%	$6.43M	26.89K	-0.3%	▼ Trim	3+
423	GBDC Golub Capital BDC, Inc.	0.0%	$6.41M	497.98K	+1.3%	▲ Add	3+
424	ROP Roper Technologies, Inc.	0.0%	$6.40M	18.92K	-8.9%	▼ Trim	3+
425	IBCA ISHARES TR	0.0%	$6.39M	249.47K	-0.8%	▼ Trim	3+
426	OMF OneMain Holdings, Inc.	0.0%	$6.38M	104.58K	+2.9%	▲ Add	3+
427	MCO Moody's Corporation	0.0%	$6.37M	14.07K	-13.6%	▼ Trim	3+
428	KKR KKR & Co. Inc.	0.0%	$6.36M	69.34K	-7.0%	▼ Trim	3+
429	BJAN INNOVATOR ETFS TRUST	0.0%	$6.35M	107.92K	0.0%	Held	3+
430	VXUS Vanguard Total…	0.0%	$6.33M	73.99K	+0.8%	▲ Add	3+
431	NVDA NVIDIA Corporation	3.9%	$6.27M	31.36K	+0.1%	▲ Add	3+
432	FBTC Fidelity Wise Origin…	0.0%	$6.26M	122.63K	+3.5%	▲ Add	3+
433	IBDY ISHARES TR	0.0%	$6.23M	242.00K	+11.5%	▲ Add	3+
434	ALAB Astera Labs, Inc. Common…	0.0%	$6.21M	12.86K	-53.2%	▼ Trim	3+
435	RBB FD INC (chưa ánh xạ)	—	$6.21M	120.30K	—		—
436	ED Consolidated Edison, Inc.	0.0%	$6.20M	56.08K	+5.2%	▲ Add	3+
437	IBDX ISHARES TR	0.0%	$6.19M	245.64K	+1.9%	▲ Add	3+
438	SSGA ACTIVE TR (chưa ánh xạ)	—	$6.17M	249.11K	—		—
439	MSI Motorola Solutions, Inc.	0.0%	$6.15M	14.79K	+18.4%	▲ Add	3+
440	BXSL Blackstone Secured Lending…	0.0%	$6.13M	251.45K	+144.6%	▲ Add	3+
441	GBTC Grayscale Bitcoin Trust ETF	0.0%	$6.12M	134.52K	-16.3%	▼ Trim	3+
442	MDT Medtronic plc	0.0%	$6.07M	77.18K	-11.7%	▼ Trim	3+
443	SHV iShares Trust iShares 0-1…	0.0%	$5.99M	54.30K	+4.1%	▲ Add	3+
444	CSCO Cisco Systems, Inc.	0.3%	$5.96M	50.75K	+10.1%	▲ Add	3+
445	CBOE Cboe Global Markets, Inc.	0.0%	$5.90M	24.33K	+2.7%	▲ Add	3+
446	GSLC Goldman Sachs ActiveBeta…	0.0%	$5.89M	41.53K	+1.2%	▲ Add	3+
447	GLDM SPDR Gold MiniShares Trust	0.0%	$5.88M	74.06K	-4.8%	▼ Trim	3+
448	RSP Invesco S&P 500 Equal…	0.1%	$5.86M	27.53K	+3.2%	▲ Add	3+
449	PFFA ETFIS SER TR I	0.0%	$5.85M	284.28K	+68.2%	▲ Add	3+
450	ARM Arm Holdings plc American…	0.0%	$5.82M	16.42K	+4.4%	▲ Add	3+
451	BSX Boston Scientific…	0.0%	$5.80M	135.91K	+6.3%	▲ Add	3+
452	TRV The Travelers Companies…	0.0%	$5.77M	17.48K	+2.0%	▲ Add	3+
453	NVS Novartis AG	0.0%	$5.77M	36.80K	+6.1%	▲ Add	3+
454	MPLX MPLX Lp	0.0%	$5.75M	102.05K	+179.4%	▲ Add	3+
455	FTEC Fidelity MSCI Information…	2.1%	$5.73M	20.07K	-7.7%	▼ Trim	3+
456	MUNI PIMCO Intermediate…	0.0%	$5.72M	108.80K	-1.6%	▼ Trim	3+
457	IUSG iShares Core S&P U.S.…	0.0%	$5.69M	30.27K	-11.4%	▼ Trim	3+
458	JAAA Janus Henderson AAA CLO ETF	0.0%	$5.66M	112.06K	-22.4%	▼ Trim	3+
459	ACN Accenture plc	0.0%	$5.63M	45.21K	-17.8%	▼ Trim	3+
460	SLV iShares Silver Trust	0.0%	$5.61M	104.89K	+77.2%	▲ Add	3+
461	WMT Walmart Inc.	0.4%	$5.60M	49.49K	+9.6%	▲ Add	3+
462	UPS United Parcel Service, Inc.	0.0%	$5.57M	51.79K	+1.1%	▲ Add	3+
463	VEEV Veeva Systems Inc.	0.0%	$5.56M	31.32K	+0.8%	▲ Add	3+
464	SSGA ACTIVE TR (chưa ánh xạ)	—	$5.51M	222.92K	—		—
465	AMP Ameriprise Financial, Inc.	0.0%	$5.50M	11.99K	-1.4%	▼ Trim	3+
466	CVS CVS Health Corp.	0.0%	$5.50M	53.15K	+3.9%	▲ Add	3+
467	VTIP Vanguard Short-Term…	0.0%	$5.49M	109.36K	+44.5%	▲ Add	3+
468	LNTH Lantheus Holdings, Inc.	0.0%	$5.46M	49.20K	-13.5%	▼ Trim	3+
469	CL Colgate-Palmolive Company	0.0%	$5.39M	58.80K	+8.6%	▲ Add	3+
470	BSCR Invesco BulletShares 2027…	3.9%	$5.36M	273.41K	-22.4%	▼ Trim	3+
471	VRTX Vertex Pharmaceuticals…	0.1%	$5.36M	10.80K	+4.2%	▲ Add	3+
472	FAST Fastenal Company	0.0%	$5.34M	111.28K	-14.8%	▼ Trim	3+
473	NET Cloudflare, Inc.	0.0%	$5.34M	21.77K	+12.8%	▲ Add	3+
474	BP BP p.l.c.	0.0%	$5.29M	143.09K	+320.6%	▲ Add	3+
475	PB Prosperity Bancshares, Inc.	0.0%	$5.27M	71.60K	+5.1%	▲ Add	2
476	CTAS Cintas Corporation	0.0%	$5.25M	30.89K	+108.0%	▲ Add	3+
477	ITA iShares U.S. Aerospace &…	0.0%	$5.23M	21.57K	+1.5%	▲ Add	3+
478	ONEQ Fidelity Nasdaq Composite…	0.0%	$5.22M	50.57K	+4.7%	▲ Add	3+
479	FNDX Schwab Fundamental U.S.…	0.0%	$5.21M	167.63K	+8.3%	▲ Add	3+
480	MET MetLife, Inc.	0.0%	$5.20M	61.48K	+9.8%	▲ Add	3+
481	XSVN BONDBLOXX ETF TRUST	0.0%	$5.20M	110.05K	+5.4%	▲ Add	3+
482	BSCW INVESCO EXCH TRD SLF IDX FD	0.0%	$5.18M	252.71K	+2.0%	▲ Add	3+
483	QQQ Invesco QQQ Trust, Series 1	1.1%	$5.16M	7.00K	-7.7%	▼ Trim	3+
484	MCHP Microchip Technology…	0.0%	$5.15M	56.46K	-7.8%	▼ Trim	3+
485	ADSK Autodesk, Inc.	0.0%	$5.10M	26.21K	-6.0%	▼ Trim	3+
486	WM Waste Management, Inc.	0.0%	$5.04M	22.60K	-11.6%	▼ Trim	3+
487	VAW Vanguard Materials ETF	0.1%	$5.04M	22.01K	-0.2%	▼ Trim	3+
488	SSGA ACTIVE TR (chưa ánh xạ)	—	$5.02M	204.73K	—		—
489	BDEC INNOVATOR ETFS TRUST	0.0%	$4.96M	93.16K	-24.3%	▼ Trim	3+
490	BSCT Invesco BulletShares 2029…	0.4%	$4.92M	265.10K	-8.2%	▼ Trim	3+
491	NAN NUVEEN NY DIVI ADV	0.0%	$4.88M	413.88K	0.0%	Held	3+
492	GWW W.W. Grainger, Inc.	0.0%	$4.83M	3.55K	+3.1%	▲ Add	3+
493	RGLD Royal Gold, Inc.	0.0%	$4.80M	24.07K	-8.7%	▼ Trim	3+
494	DINO HF Sinclair Corporation	0.0%	$4.78M	68.59K	+1303.8%	▲ Add	2
495	CSX CSX Corporation	0.0%	$4.75M	99.94K	+0.2%	▲ Add	3+
496	BSCR Invesco BulletShares 2027…	3.9%	$4.69M	239.02K	-22.4%	▼ Trim	3+
497	SLQD iShares 0-5 Year Investment…	0.0%	$4.69M	93.04K	-10.4%	▼ Trim	3+
498	CEG Constellation Energy…	0.0%	$4.67M	18.81K	-9.1%	▼ Trim	3+
499	KVUE Kenvue Inc.	0.0%	$4.67M	244.16K	-6.2%	▼ Trim	3+
500	MDLZ Mondelez International, Inc.	0.0%	$4.66M	79.80K	+12.2%	▲ 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
VGUS	617.70K	—	Mới	$46.73M	0.2%
ARLP	1.10M	—	Mới	$26.30M	0.1%
WOLF Wolfspeed Inc.	385.59K	—	Mới	$18.60M	0.1%
HONA Honeywell Aerospace Inc	48.08K	—	Mới	$10.63M	0.0%
AXTI AXT, Inc.	104.99K	—	Mới	$7.57M	0.0%
HIFS	14.22K	—	Mới	$4.37M	0.0%
NTR Nutrien Ltd.	62.45K	—	Mới	$3.97M	0.0%
DOC Healthpeak Properties…	176.97K	—	Mới	$3.79M	0.0%
SPCX Space Exploration…	20.79K	—	Mới	$3.55M	0.0%
BSMY	140.23K	—	Mới	$3.46M	0.0%
ICSH iShares Ultra Short…	62.35K	—	Mới	$3.15M	0.0%
CLOA	59.60K	—	Mới	$3.09M	0.0%
TRI Thomson Reuters…	29.46K	—	Mới	$2.41M	0.0%
GRAL GRAIL Inc.	33.25K	—	Mới	$2.27M	0.0%
SLAB Silicon Laboratories…	10.16K	—	Mới	$2.22M	0.0%
LAZ Lazard Inc	52.26K	—	Mới	$2.19M	0.0%
LPG Dorian LPG Ltd.	62.34K	—	Mới	$2.17M	0.0%
FDXF FedEx Freight Holding…	12.47K	—	Mới	$1.88M	0.0%
QS QuantumScape Corporation	230.65K	—	Mới	$1.74M	0.0%
VRP Invesco Variable Rate…	71.60K	—	Mới	$1.74M	0.0%
TPX Tempur Sealy…	21.64K	—	Mới	$1.70M	0.0%
CAG Conagra Brands, Inc.	121.36K	—	Mới	$1.63M	0.0%
ECG Everus Construction…	9.18K	—	Mới	$1.52M	0.0%
PIPR Piper Sandler Companies	20.53K	—	Mới	$1.48M	0.0%
UCTT Ultra Clean Holdings…	9.75K	—	Mới	$1.39M	0.0%
HEWJ	20.70K	—	Mới	$1.34M	0.0%
NASA	43.62K	—	Mới	$1.33M	0.0%
ESTC Elastic N.V.	23.07K	—	Mới	$1.32M	0.0%
HDB HDFC Bank Limited	47.26K	—	Mới	$1.22M	0.0%
CVBF CVB Financial Corp.	52.90K	—	Mới	$1.19M	0.0%
VIK Viking Holdings Ltd	10.54K	—	Mới	$1.10M	0.0%
RYAN Ryan Specialty…	29.01K	—	Mới	$1.10M	0.0%
DRAM Roundhill Memory ETF	14.72K	—	Mới	$1.09M	0.0%
BSCZ	48.62K	—	Mới	$995,272	0.0%
BSCY	48.16K	—	Mới	$995,164	0.0%
MAA Mid-America Apartment…	6.96K	—	Mới	$966,459	0.0%
UFOX	10.00K	—	Mới	$950,281	0.0%
AQST Aquestive Therapeutics…	215.32K	—	Mới	$895,715	0.0%
CGBL Capital Group Core…	23.24K	—	Mới	$885,971	0.0%
WCC WESCO International…	2.51K	—	Mới	$865,687	0.0%
FYX	5.86K	—	Mới	$846,124	0.0%
VOLT	19.18K	—	Mới	$803,240	0.0%
NNN NNN REIT, Inc.	16.80K	—	Mới	$781,751	0.0%
BAM Brookfield Asset…	17.25K	—	Mới	$773,573	0.0%
CWEN Clearway Energy, Inc.	22.23K	—	Mới	$759,930	0.0%
CORT Corcept Therapeutics…	8.50K	—	Mới	$739,059	0.0%
JMBS Janus Henderson…	16.34K	—	Mới	$738,520	0.0%
MOH Molina Healthcare, Inc.	3.20K	—	Mới	$732,382	0.0%
ISTB iShares Core 1-5 Year…	14.95K	—	Mới	$721,482	0.0%
DT Dynatrace, Inc.	15.45K	—	Mới	$678,366	0.0%
CUBE CubeSmart	16.68K	—	Mới	$663,381	0.0%
OGN Organon & Co.	48.70K	—	Mới	$659,356	0.0%
HRB H&R Block, Inc.	16.95K	—	Mới	$653,646	0.0%
REPX	19.50K	—	Mới	$642,588	0.0%
VRTS Virtus Investment…	4.41K	—	Mới	$633,122	0.0%
TS Tenaris S.A.	11.33K	—	Mới	$628,621	0.0%
GSY Invesco Ultra Short…	12.22K	—	Mới	$612,783	0.0%
SPUS	10.62K	—	Mới	$610,708	0.0%
SCHP Schwab US TIPS ETF	22.94K	—	Mới	$607,843	0.0%
VMI Valmont Industries, Inc.	1.04K	—	Mới	$601,598	0.0%
ORBS	856.45K	—	Mới	$595,662	0.0%
TRP TC Energy Corporation	8.87K	—	Mới	$588,146	0.0%
MSM MSC Industrial Direct…	4.81K	—	Mới	$571,866	0.0%
TMP Tompkins Financial…	6.03K	—	Mới	$569,483	0.0%
TEAM Atlassian Corporation	7.30K	—	Mới	$567,908	0.0%
NBHC National Bank Holdings…	12.75K	—	Mới	$566,438	0.0%
HE Hawaiian Electric…	41.35K	—	Mới	$559,412	0.0%
INDV Indivior…	13.63K	—	Mới	$559,157	0.0%
EWBC East West Bancorp, Inc.	4.17K	—	Mới	$537,794	0.0%
SIMO Silicon Motion…	1.61K	—	Mới	$537,661	0.0%
IRDM Iridium Communications…	9.80K	—	Mới	$537,633	0.0%
PFGC Performance Food Group…	4.76K	—	Mới	$532,233	0.0%
LAMR Lamar Advertising…	3.37K	—	Mới	$526,015	0.0%
MFM	92.34K	—	Mới	$518,956	0.0%
SM SM Energy Company	19.40K	—	Mới	$506,380	0.0%
ZM Zoom Communications…	5.86K	—	Mới	$505,765	0.0%
SAIA Saia, Inc.	1.20K	—	Mới	$505,236	0.0%
BOXX	4.30K	—	Mới	$503,772	0.0%
TKR The Timken Company	3.45K	—	Mới	$501,950	0.0%
ROIV Roivant Sciences Ltd.	14.01K	—	Mới	$495,708	0.0%
MEDP Medpace Holdings, Inc.	910	—	Mới	$482,022	0.0%
FNB F.N.B. Corporation	25.14K	—	Mới	$479,658	0.0%
DKNG DraftKings Inc.	18.42K	—	Mới	$465,278	0.0%
YETI YETI Holdings, Inc.	9.32K	—	Mới	$462,097	0.0%
MTSI MACOM Technology…	1.20K	—	Mới	$456,512	0.0%
SHLD Global X - Defense Tech…	7.43K	—	Mới	$445,182	0.0%
AIT Applied Industrial…	1.32K	—	Mới	$445,021	0.0%
NYT The New York Times…	6.24K	—	Mới	$436,378	0.0%
MAN ManpowerGroup Inc.	12.79K	—	Mới	$432,015	0.0%
WWD Woodward, Inc.	1.01K	—	Mới	$428,177	0.0%
OSK Oshkosh Corp	2.77K	—	Mới	$425,277	0.0%
AFRM Affirm Holdings, Inc.	5.12K	—	Mới	$417,971	0.0%
ASX ASE Technology Holding…	9.18K	—	Mới	$414,291	0.0%
GEN Gen Digital Inc.	16.39K	—	Mới	$408,057	0.0%
POWI Power Integrations, Inc.	4.83K	—	Mới	$405,015	0.0%
WU The Western Union…	52.53K	—	Mới	$404,466	0.0%
U Unity Software Inc.	14.05K	—	Mới	$401,460	0.0%
TDC Teradata Corporation	11.56K	—	Mới	$400,516	0.0%
NWL Newell Brands Inc.	65.15K	—	Mới	$400,039	0.0%
BJ BJ's Wholesale Club…	4.56K	—	Mới	$397,930	0.0%
IDA IDACORP, Inc.	2.62K	—	Mới	$396,660	0.0%
CUZ Cousins Properties…	13.05K	—	Mới	$391,290	0.0%
LSTR Landstar System, Inc.	1.89K	—	Mới	$390,287	0.0%
MOD Modine Manufacturing…	1.45K	—	Mới	$386,378	0.0%
VFC V.F. Corporation	22.57K	—	Mới	$376,538	0.0%
RAL Ralliant Corp	5.02K	—	Mới	$369,913	0.0%
WAL Western Alliance…	4.50K	—	Mới	$369,621	0.0%
EQH Equitable Holdings, Inc.	8.37K	—	Mới	$367,221	0.0%
VOYA Voya Financial, Inc.	4.01K	—	Mới	$363,014	0.0%
UMC United Microelectronics…	13.31K	—	Mới	$362,138	0.0%
SNDR Schneider National, Inc.	9.80K	—	Mới	$359,255	0.0%
OZK Bank OZK	6.82K	—	Mới	$355,398	0.0%
HNGE Hinge Health, Inc.	4.26K	—	Mới	$353,912	0.0%
SPXS	13.19K	—	Mới	$349,350	0.0%
AUR Aurora Innovation, Inc.	50.97K	—	Mới	$347,643	0.0%
AR Antero Resources…	9.85K	—	Mới	$346,254	0.0%
RS Reliance Steel &…	923	—	Mới	$344,940	0.0%
SCO	9.81K	—	Mới	$343,651	0.0%
HNDL	15.00K	—	Mới	$342,636	0.0%
FLR Fluor Corporation	6.53K	—	Mới	$341,845	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
NVDA NVIDIA Corporation	5.39M	5.38M	+0.1%	$1.08B	3.9%	●●○○○○
MSFT Microsoft Corporation	2.00M	1.92M	+4.6%	$747.89M	2.7%	●●○○○○
MYCH	22.30M	12.29M	+81.4%	$555.43M	2.0%	●●○○○○
IVE iShares S&P 500 Value…	2.13M	1.94M	+9.5%	$483.56M	1.7%	●●○○○○
AMZN Amazon.com, Inc.	1.79M	1.79M	+0.1%	$426.27M	1.5%
GOOGL Alphabet Inc.	1.05M	1.04M	+0.8%	$373.80M	1.3%
MU Micron Technology, Inc.	251.54K	210.90K	+19.3%	$290.35M	1.0%
AVGO Broadcom Inc.	754.54K	725.80K	+4.0%	$285.03M	1.0%
GOOG Alphabet Inc.	794.63K	738.81K	+7.5%	$280.77M	1.0%
JPM JPMorgan Chase & Co.	557.61K	539.12K	+3.4%	$182.52M	0.7%
META Meta Platforms, Inc.	249.28K	232.24K	+7.3%	$140.41M	0.5%
LLY Eli Lilly and Company	114.25K	108.87K	+5.0%	$137.04M	0.5%
IEFA iShares Core MSCI EAFE…	1.40M	1.33M	+5.3%	$135.60M	0.5%
JIRE JPMorgan International…	1.55M	66.12K	+2237.4%	$127.49M	0.5%	●●○○○○
COST Costco Wholesale…	123.94K	120.30K	+3.0%	$115.94M	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	721.41K	682.73K	+5.7%	$98.63M	0.4%
ABBV AbbVie Inc.	459.68K	432.46K	+6.3%	$115.68M	0.4%	●●○○○○
IWR iShares Russell Mid-Cap…	940.35K	917.28K	+2.5%	$103.74M	0.4%	●●○○○○
JNJ Johnson & Johnson	392.69K	368.31K	+6.6%	$99.73M	0.4%
WMT Walmart Inc.	867.96K	791.82K	+9.6%	$98.31M	0.4%
NFLX Netflix, Inc.	1.05M	1.02M	+3.0%	$74.91M	0.3%	●●○○○○
V Visa Inc.	265.94K	251.79K	+5.6%	$91.25M	0.3%
HD The Home Depot, Inc.	252.22K	237.05K	+6.4%	$88.95M	0.3%	●●○○○○
AMD Advanced Micro Devices…	149.58K	113.22K	+32.1%	$86.89M	0.3%
UNH UnitedHealth Group…	195.50K	193.25K	+1.2%	$81.26M	0.3%
PLTR Palantir Technologies…	542.48K	535.94K	+1.2%	$63.29M	0.2%	●●○○○○
IWL iShares Russell Top 200…	408.61K	371.41K	+10.0%	$75.57M	0.3%
RTX RTX Corporation	371.72K	335.44K	+10.8%	$70.53M	0.3%	●●○○○○
CSCO Cisco Systems, Inc.	597.20K	542.50K	+10.1%	$70.15M	0.3%
ADI Analog Devices, Inc.	167.63K	166.70K	+0.6%	$66.58M	0.2%	●●○○○○
INTC Intel Corp.	476.65K	346.31K	+37.6%	$66.56M	0.2%	●●○○○○
BJUN	1.36M	25.36K	+5269.4%	$66.27M	0.2%
EWJ iShares MSCI Japan ETF	630.11K	556.90K	+13.1%	$58.77M	0.2%	●●○○○○
IJH iShares Core S&P…	735.63K	734.00K	+0.2%	$56.73M	0.2%
SPYM State Street SPDR…	615.42K	426.06K	+44.5%	$54.09M	0.2%
VO Vanguard Morningstar…	640.58K	159.51K	+0.4% ✂	$51.61M	0.2%	●●○○○○
GEV GE Vernova Inc.	43.85K	42.71K	+2.7%	$51.53M	0.2%
ESS Essex Property Trust…	170.88K	169.91K	+0.6%	$50.27M	0.2%
JEMA JPMorgan ActiveBuilders…	773.44K	485.51K	+59.3%	$49.41M	0.2%	●●○○○○
MRK Merck & Co., Inc.	378.86K	330.20K	+14.7%	$48.90M	0.2%
CRM Salesforce, Inc.	283.14K	259.59K	+9.1%	$44.46M	0.2%	●●○○○○
CVX Chevron Corporation	242.43K	232.50K	+4.3%	$40.19M	0.1%	●●○○○○
VFH Vanguard Financials ETF	344.49K	333.52K	+3.3%	$45.34M	0.2%	●●○○○○
MS Morgan Stanley	215.12K	208.19K	+3.3%	$44.97M	0.2%
VYM Vanguard High Dividend…	270.44K	258.47K	+4.6%	$42.74M	0.2%
PG The Procter & Gamble…	280.38K	267.54K	+4.8%	$41.12M	0.1%	●●○○○○
ORCL Oracle Corporation	279.87K	267.75K	+4.5%	$41.01M	0.1%
VIS Vanguard Industrials ETF	112.80K	110.05K	+2.5%	$40.65M	0.1%	●●○○○○
IJK iShares S&P Mid-Cap 400…	338.77K	307.70K	+10.1%	$39.81M	0.1%	●●○○○○
IJJ iShares S&P Mid-Cap 400…	262.65K	176.59K	+48.7%	$38.80M	0.1%	●●○○○○
VHT Vanguard Health Care ETF	128.93K	126.73K	+1.7%	$38.55M	0.1%	●●○○○○
LHX L3Harris Technologies…	118.46K	110.25K	+7.5%	$34.42M	0.1%
COP ConocoPhillips	302.56K	287.31K	+5.3%	$31.45M	0.1%
BLK BlackRock, Inc.	38.76K	36.00K	+7.7%	$37.27M	0.1%
SGOV iShares 0-3 Month…	370.24K	178.19K	+107.8%	$37.27M	0.1%
IBM International Business…	128.12K	101.90K	+25.7%	$36.03M	0.1%	●●○○○○
STX Seagate Technology…	36.97K	17.70K	+108.9%	$35.71M	0.1%
VCR Vanguard Consumer…	89.61K	88.18K	+1.6%	$35.54M	0.1%	●●○○○○
EWU iShares MSCI United…	757.65K	661.45K	+14.5%	$34.96M	0.1%	●●○○○○
VOX Vanguard Communication…	188.38K	187.53K	+0.5%	$34.65M	0.1%	●●○○○○
ANET Arista Networks, Inc.	198.19K	184.70K	+7.3%	$33.67M	0.1%
KO The Coca-Cola Company	410.68K	334.25K	+22.9%	$33.56M	0.1%	●●○○○○
PFFD	1.73M	1.64M	+5.1%	$32.26M	0.1%	●●○○○○
BAC Bank of America…	566.03K	504.47K	+12.2%	$32.25M	0.1%	●●○○○○
MCD McDonald's Corporation	108.18K	101.47K	+6.6%	$29.24M	0.1%
EWT iShares MSCI Taiwan ETF	284.27K	263.86K	+7.7%	$30.87M	0.1%	●●○○○○
QUAL iShares MSCI USA…	138.78K	134.74K	+3.0%	$30.45M	0.1%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	99.81K	5.29K	+1786.0%	$30.24M	0.1%
RSP Invesco S&P 500 Equal…	138.84K	134.57K	+3.2%	$29.54M	0.1%	●●○○○○
TJX The TJX Companies, Inc.	190.07K	184.40K	+3.1%	$28.80M	0.1%	●●○○○○
PEP PepsiCo, Inc.	212.42K	171.52K	+23.9%	$28.76M	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	503.99K	463.45K	+8.8%	$28.47M	0.1%	●●○○○○
NOW ServiceNow, Inc.	267.34K	263.40K	+1.5%	$26.54M	0.1%	●●○○○○
AXP American Express Company	80.18K	77.25K	+3.8%	$27.12M	0.1%
VLUE iShares MSCI USA Value…	135.52K	132.34K	+2.4%	$27.08M	0.1%
TXN Texas Instruments…	88.56K	85.77K	+3.3%	$26.40M	0.1%
WFC Wells Fargo & Company	311.67K	240.95K	+29.4%	$25.76M	0.1%
SCHB Schwab U.S. Broad…	886.78K	846.39K	+4.8%	$25.68M	0.1%	●●○○○○
CB Chubb Limited	74.33K	69.25K	+7.3%	$25.38M	0.1%	●●○○○○
LMT Lockheed Martin…	49.62K	38.95K	+27.4%	$25.28M	0.1%
MCHI iShares MSCI China ETF	493.36K	416.30K	+18.5%	$25.17M	0.1%	●●○○○○
EWQ	551.59K	476.27K	+15.8%	$25.06M	0.1%	●●○○○○
C Citigroup Inc.	178.53K	98.08K	+82.0%	$24.99M	0.1%
EWC iShares MSCI Canada ETF	433.14K	380.87K	+13.7%	$24.97M	0.1%	●●○○○○
MO Altria Group, Inc.	334.40K	324.04K	+3.2%	$24.39M	0.1%
DPZ Domino's Pizza, Inc.	69.19K	67.82K	+2.0%	$20.48M	0.1%	●●○○○○
USMV iShares MSCI USA Min…	251.13K	249.20K	+0.8%	$24.22M	0.1%
VLO Valero Energy…	90.72K	85.46K	+6.2%	$23.63M	0.1%
VIG Vanguard Dividend…	99.62K	99.48K	+0.1%	$23.57M	0.1%
EWG iShares MSCI Germany ETF	563.56K	485.80K	+16.0%	$23.31M	0.1%	●●○○○○
SNDK Sandisk Corporation	10.22K	5.16K	+98.0%	$23.23M	0.1%	●●○○○○
TMUS T-Mobile US, Inc.	111.01K	110.47K	+0.5%	$18.62M	0.1%	●●○○○○
VRTX Vertex Pharmaceuticals…	45.35K	43.51K	+4.2%	$22.53M	0.1%
PM Philip Morris…	123.24K	118.70K	+3.8%	$22.46M	0.1%
WDC Western Digital…	34.90K	29.29K	+19.1%	$22.29M	0.1%
EWY iShares MSCI South…	108.87K	103.36K	+5.3%	$21.98M	0.1%	●●○○○○
TMO Thermo Fisher…	43.09K	39.98K	+7.8%	$21.62M	0.1%
SPSM State Street SPDR…	374.70K	366.58K	+2.2%	$21.61M	0.1%
HON Honeywell International…	47.93K	95.47K	+0.4% ✂	$10.73M	0.0%
EQIX Equinix, Inc.	20.43K	18.94K	+7.9%	$21.29M	0.1%	●●○○○○
DIS The Walt Disney Company	219.84K	201.31K	+9.2%	$21.27M	0.1%
EWL iShares MSCI…	337.13K	293.51K	+14.9%	$21.19M	0.1%	●●○○○○
ASML ASML Holding N.V.	10.49K	10.46K	+0.2%	$20.87M	0.1%
TIP iShares TIPS Bond ETF	183.10K	118.82K	+54.1%	$20.04M	0.1%
SIZE	109.02K	103.69K	+5.1%	$19.44M	0.1%
GILD Gilead Sciences, Inc.	153.82K	120.59K	+27.6%	$19.43M	0.1%
ICE Intercontinental…	123.04K	122.78K	+0.2%	$15.15M	0.1%
BIV Vanguard…	245.43K	243.20K	+0.9%	$18.82M	0.1%	●●○○○○
MNST Monster Beverage…	193.47K	186.62K	+3.7%	$18.60M	0.1%
VDC Vanguard Consumer…	81.93K	79.96K	+2.5%	$18.48M	0.1%	●●○○○○
XLU State Street Utilities…	402.42K	390.72K	+3.0%	$18.25M	0.1%
SMH VanEck Semiconductor ETF	27.38K	25.82K	+6.1%	$17.96M	0.1%
SPMD State Street SPDR…	265.66K	255.77K	+3.9%	$17.95M	0.1%	●●○○○○
WMB The Williams Companies…	238.01K	55.88K	+325.9%	$17.69M	0.1%	●●○○○○
VZ Verizon Communications…	417.52K	341.14K	+22.4%	$17.68M	0.1%	●●○○○○
OKE ONEOK, Inc.	202.98K	77.36K	+162.4%	$17.65M	0.1%	●●○○○○
INDA iShares MSCI India ETF	356.62K	304.87K	+17.0%	$17.61M	0.1%	●●○○○○
USRT iShares Core U.S. REIT…	252.53K	243.68K	+3.6%	$16.78M	0.1%
UBER Uber Technologies, Inc.	228.19K	181.77K	+25.5%	$16.47M	0.1%
DVY iShares Select Dividend…	104.54K	101.35K	+3.1%	$16.34M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
SPY State Street SPDR S&P…	4.17M	4.34M	-3.7%	$3.13B	11.2%
BSCR Invesco BulletShares…	54.89M	70.69M	-22.4%	$1.08B	3.9%
AAPL Apple Inc.	3.80M	3.84M	-1.0%	$1.10B	4.0%	●●○○○○
BSCQ Invesco BulletShares…	48.09M	53.57M	-10.2%	$938.89M	3.4%	●●○○○○
FTEC Fidelity MSCI…	2.01M	2.18M	-7.7%	$573.77M	2.1%
IVW iShares S&P 500 Growth…	3.64M	3.87M	-6.1%	$500.22M	1.8%
QQQ Invesco QQQ Trust…	413.97K	448.68K	-7.7%	$305.02M	1.1%
IVV iShares Core S&P 500 ETF	374.93K	420.40K	-10.8%	$280.78M	1.0%	●●○○○○
ITOT iShares Core S&P Total…	1.63M	1.71M	-4.5%	$268.52M	1.0%	●●○○○○
VOO Vanguard S&P 500 ETF	384.14K	401.69K	-4.4%	$263.87M	0.9%	●●○○○○
WT WisdomTree, Inc.	814.16K	3.87M	-79.0%	$40.29M	0.1%	●●○○○○
VGT Vanguard Information…	1.75M	218.62K	-0.1% ✂	$208.79M	0.8%
FNCL	2.55M	2.67M	-4.3%	$195.57M	0.7%	●●○○○○
FIDU	1.67M	1.74M	-3.8%	$166.55M	0.6%	●●○○○○
VTI Vanguard Morningstar…	437.76K	451.16K	-3.0%	$161.99M	0.6%	●●○○○○
FHLC Fidelity MSCI Health…	2.09M	2.16M	-3.2%	$161.54M	0.6%
IWF iShares Russell 1000…	1.29M	326.30K	-1.3% ✂	$160.02M	0.6%	●●○○○○
BRK-B Berkshire Hathaway Inc.	290.18K	325.16K	-10.8%	$145.20M	0.5%
FDIS	1.44M	1.50M	-4.5%	$147.68M	0.5%
TSLA Tesla, Inc.	349.08K	364.69K	-4.3%	$146.82M	0.5%	●●○○○○
BSCU Invesco BulletShares…	8.36M	8.44M	-0.9%	$139.14M	0.5%
FCOM	1.96M	2.04M	-3.8%	$136.13M	0.5%	●●○○○○
AMAT Applied Materials, Inc.	188.97K	196.07K	-3.6%	$136.62M	0.5%	●●○○○○
PNC The PNC Financial…	505.74K	513.63K	-1.5%	$124.52M	0.4%
GLD SPDR Gold Shares	98.14K	277.50K	-64.6%	$36.15M	0.1%	●●○○○○
BSCT Invesco BulletShares…	5.82M	6.35M	-8.2%	$108.20M	0.4%	●●○○○○
IWY iShares Russell Top 200…	402.31K	426.27K	-5.6%	$116.92M	0.4%	●●○○○○
IWV iShares Russell 3000 ETF	268.92K	274.95K	-2.2%	$114.67M	0.4%	●●○○○○
BAPR	2.14M	2.19M	-2.3%	$114.23M	0.4%	●●○○○○
IBDT iShares iBonds Dec 2028…	4.22M	4.48M	-5.6%	$106.67M	0.4%
LRCX Lam Research Corporation	256.24K	268.20K	-4.5%	$111.09M	0.4%	●●○○○○
TSM Taiwan Semiconductor…	223.76K	228.58K	-2.1%	$107.05M	0.4%	●●○○○○
VTV Vanguard Morningstar…	404.01K	519.06K	-22.2%	$88.05M	0.3%	●●○○○○
BSCS Invesco BulletShares…	4.56M	4.92M	-7.3%	$92.92M	0.3%	●●○○○○
IWB iShares Russell 1000 ETF	118.49K	272.50K	-56.5%	$48.52M	0.2%	●●○○○○
IWX iShares Russell Top 200…	911.73K	966.58K	-5.7%	$95.88M	0.3%	●●○○○○
GS The Goldman Sachs…	93.49K	98.20K	-4.8%	$94.56M	0.3%	●●○○○○
PANW Palo Alto Networks, Inc.	266.64K	282.97K	-5.8%	$90.93M	0.3%	●●○○○○
SCHG Schwab U.S. Large-Cap…	665.08K	3.11M	-78.6%	$22.51M	0.1%	●●○○○○
CAT Caterpillar Inc.	76.67K	77.44K	-1.0%	$81.65M	0.3%	●●○○○○
VEA Vanguard FTSE Developed…	790.89K	1.27M	-37.9%	$56.35M	0.2%
JPST JPMorgan Ultra-Short…	685.79K	1.61M	-57.4%	$34.68M	0.1%
IJR iShares Core S&P…	440.42K	632.97K	-30.4%	$65.32M	0.2%
KLAC KLA Corporation	258.94K	27.42K	-5.6% ✂	$78.13M	0.3%	●●○○○○
XLG Invesco S&P 500 Top 50…	1.26M	1.33M	-5.2%	$77.01M	0.3%
SHY iShares 1-3 Year…	814.97K	929.81K	-12.3%	$66.92M	0.2%
VUG Vanguard Morningstar…	880.46K	174.33K	-15.8% ✂	$75.84M	0.3%	●●○○○○
IBDU iShares iBonds Dec 2029…	2.85M	3.27M	-12.7%	$66.07M	0.2%
KRMN Karman Holdings Inc.	416.12K	926.00K	-55.1%	$20.77M	0.1%
FSTA	1.32M	1.36M	-2.7%	$69.43M	0.2%
IWM iShares Russell 2000 ETF	235.92K	236.64K	-0.3%	$70.88M	0.3%
IWD iShares Russell 1000…	284.96K	309.81K	-8.0%	$69.08M	0.2%
AGG iShares Core U.S.…	544.63K	621.22K	-12.3%	$53.91M	0.2%
FENY	1.70M	1.76M	-3.3%	$50.21M	0.2%
VV Vanguard Morningstar…	112.87K	194.30K	-41.9%	$38.82M	0.1%
XLK State Street Technology…	300.65K	327.34K	-8.2%	$57.28M	0.2%
MCK McKesson Corporation	60.02K	61.05K	-1.7%	$45.39M	0.2%	●●○○○○
MA Mastercard Incorporated	101.37K	101.68K	-0.3%	$52.07M	0.2%	●●○○○○
IWS iShares Russell Mid-Cap…	308.88K	321.23K	-3.8%	$50.84M	0.2%
GE GE Aerospace	132.69K	133.67K	-0.7%	$49.59M	0.2%
SCHW The Charles Schwab…	482.95K	502.61K	-3.9%	$44.56M	0.2%	●●○○○○
ETN Eaton Corporation plc	108.84K	109.72K	-0.8%	$46.38M	0.2%	●●○○○○
MGK Vanguard Morningstar…	499.84K	103.17K	-3.1% ✂	$43.94M	0.2%	●●○○○○
IBDV iShares iBonds Dec 2030…	1.60M	1.98M	-19.2%	$34.88M	0.1%
IEMG iShares Core MSCI…	522.31K	551.03K	-5.2%	$43.27M	0.2%	●●○○○○
JIVE JPMorgan International…	172.10K	496.32K	-65.3%	$15.83M	0.1%	●●○○○○
PWR Quanta Services, Inc.	58.42K	63.06K	-7.4%	$42.06M	0.2%	●●○○○○
XBAP	968.75K	1.05M	-7.6%	$40.64M	0.1%	●●○○○○
VONG Vanguard Russell 1000…	308.35K	330.90K	-6.8%	$39.41M	0.1%	●●○○○○
VB Vanguard Morningstar…	127.59K	146.10K	-12.7%	$38.68M	0.1%
DE Deere & Company	59.86K	61.76K	-3.1%	$38.05M	0.1%	●●○○○○
FMAT	631.69K	654.66K	-3.5%	$36.96M	0.1%
JBHT J.B. Hunt Transport…	129.60K	142.07K	-8.8%	$37.51M	0.1%	●●○○○○
IGM iShares Expanded Tech…	229.13K	229.47K	-0.1%	$37.48M	0.1%	●●○○○○
MTUM iShares MSCI USA…	104.73K	155.22K	-32.5%	$35.91M	0.1%
MDY State Street SPDR S&P…	50.86K	54.34K	-6.4%	$35.82M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	185.93K	189.33K	-1.8%	$34.36M	0.1%	●●○○○○
ACWI iShares MSCI ACWI ETF	217.93K	219.75K	-0.8%	$34.21M	0.1%	●●○○○○
FUTY Fidelity MSCI Utilities…	551.57K	570.56K	-3.3%	$32.22M	0.1%	●●○○○○
GLW Corning Inc	131.04K	149.65K	-12.4%	$33.47M	0.1%
USMF	5.05K	673.64K	-99.2%	$273,900	0.0%	●●○○○○
VWO Vanguard FTSE Emerging…	548.84K	612.41K	-10.4%	$32.76M	0.1%	●●○○○○
FREL	1.11M	1.16M	-3.9%	$32.61M	0.1%	●●○○○○
EFA iShares MSCI EAFE ETF	311.36K	313.28K	-0.6%	$32.34M	0.1%
NEE NextEra Energy, Inc.	330.32K	331.02K	-0.2%	$28.99M	0.1%
VONV Vanguard Russell 1000…	277.63K	279.08K	-0.5%	$29.51M	0.1%	●●○○○○
ZBH Zimmer Biomet Holdings…	317.05K	323.51K	-2.0%	$27.36M	0.1%
SNOW Snowflake Inc.	114.21K	119.96K	-4.8%	$29.07M	0.1%
EFV iShares MSCI EAFE Value…	141.91K	385.06K	-63.1%	$10.86M	0.0%	●●○○○○
VTWO Vanguard Russell 2000…	234.83K	276.95K	-15.2%	$28.51M	0.1%	●●○○○○
GD General Dynamics…	77.91K	82.49K	-5.6%	$27.60M	0.1%	●●○○○○
AMGN Amgen Inc.	77.97K	78.36K	-0.5%	$28.24M	0.1%
IWP iShares Russell Mid-Cap…	192.60K	193.24K	-0.3%	$28.20M	0.1%	●●○○○○
VXF Vanguard Extended…	108.69K	135.80K	-20.0%	$26.76M	0.1%	●●○○○○
FTNT Fortinet, Inc.	179.68K	185.05K	-2.9%	$27.60M	0.1%
ISRG Intuitive Surgical, Inc.	56.81K	59.71K	-4.9%	$22.59M	0.1%	●●○○○○
VGSH Vanguard Short-Term…	203.16K	440.48K	-53.9%	$11.82M	0.0%	●●○○○○
NVT nVent Electric plc	149.13K	167.38K	-10.9%	$25.29M	0.1%	●●○○○○
LNG Cheniere Energy, Inc.	84.03K	86.62K	-3.0%	$20.09M	0.1%
EFG iShares MSCI EAFE…	76.02K	211.43K	-64.0%	$9.46M	0.0%
SBUX Starbucks Corporation	229.92K	245.19K	-6.2%	$23.50M	0.1%
DELL Dell Technologies Inc.	54.28K	55.05K	-1.4%	$23.42M	0.1%
PSEP	507.49K	509.85K	-0.5%	$23.37M	0.1%	●●○○○○
VT Vanguard Total World…	142.95K	158.19K	-9.6%	$22.44M	0.1%	●●○○○○
EMR Emerson Electric Co.	154.77K	159.63K	-3.0%	$22.16M	0.1%	●●○○○○
CFR Cullen/Frost Bankers…	141.94K	149.98K	-5.4%	$21.93M	0.1%
AMT American Tower…	125.80K	126.20K	-0.3%	$20.78M	0.1%	●●○○○○
GBCI Glacier Bancorp, Inc.	413.61K	417.25K	-0.9%	$21.33M	0.1%	●●○○○○
ABT Abbott Laboratories	192.97K	204.09K	-5.5%	$17.51M	0.1%	●●○○○○
TPL Texas Pacific Land…	36.30K	44.01K	-17.5%	$15.89M	0.1%
VEU Vanguard FTSE All-World…	247.29K	251.08K	-1.5%	$20.71M	0.1%	●●○○○○
SCHD Schwab U.S. Dividend…	633.86K	642.57K	-1.4%	$20.10M	0.1%	●●○○○○
APH Amphenol Corporation	112.54K	113.11K	-0.5%	$19.86M	0.1%	●●○○○○
AIQ Global X - Artificial…	211.67K	383.46K	-44.8%	$13.89M	0.1%
VNQ Vanguard Real Estate ETF	182.32K	183.40K	-0.6%	$17.58M	0.1%
SCHF Schwab International…	622.73K	635.21K	-2.0%	$17.25M	0.1%	●●○○○○
VMBS Vanguard…	145.61K	359.92K	-59.5%	$6.82M	0.0%
VAW Vanguard Materials ETF	72.61K	72.77K	-0.2%	$16.61M	0.1%
BIL State Street SPDR…	177.03K	178.16K	-0.6%	$16.22M	0.1%
DFAU Dimensional - US Core…	174.15K	358.49K	-51.4%	$9.00M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
WS Worthington Steel, Inc.	—	161.98K	Thoát	$4.92M	0.0%
KYN	—	343.77K	Thoát	$4.91M	0.0%
WOR Worthington Industries…	—	36.83K	Thoát	$1.92M	0.0%
GKOS Glaukos Corporation	—	14.82K	Thoát	$1.60M	0.0%
SMG The Scotts Miracle-Gro…	—	25.41K	Thoát	$1.55M	0.0%
FLMI	—	54.25K	Thoát	$1.34M	0.0%
PHYS Sprott Physical Gold…	—	37.67K	Thoát	$1.34M	0.0%
PNNT	—	246.31K	Thoát	$1.13M	0.0%
HTBK	—	78.89K	Thoát	$994,866	0.0%
ACI Albertsons Companies…	—	58.28K	Thoát	$993,172	0.0%
CVNA Carvana Co.	—	2.71K	Thoát	$853,678	0.0%
CTSH Cognizant Technology…	—	13.76K	Thoát	$844,058	0.0%
IQQQ	—	19.64K	Thoát	$818,640	0.0%
BFEB	—	16.70K	Thoát	$796,623	0.0%
SLRC	—	53.38K	Thoát	$763,896	0.0%
RKT Rocket Companies, Inc.	—	46.07K	Thoát	$656,504	0.0%
BGB	—	56.85K	Thoát	$633,855	0.0%
ISCG	—	11.12K	Thoát	$609,557	0.0%
ABR Arbor Realty Trust	—	78.75K	Thoát	$607,156	0.0%
SGOL abrdn Physical Gold…	—	12.39K	Thoát	$553,020	0.0%
TPH Tri Pointe Homes, Inc.	—	11.56K	Thoát	$540,198	0.0%
IR Ingersoll Rand Inc.	—	6.55K	Thoát	$525,187	0.0%
TYL Tyler Technologies, Inc.	—	1.52K	Thoát	$520,536	0.0%
USFD US Foods Holding Corp.	—	5.28K	Thoát	$486,539	0.0%
MTDR Matador Resources…	—	7.64K	Thoát	$482,695	0.0%
WTW Willis Towers Watson…	—	1.63K	Thoát	$475,711	0.0%
OXLC	—	46.47K	Thoát	$454,485	0.0%
BCO The Brink's Company	—	4.29K	Thoát	$444,469	0.0%
FIS Fidelity National…	—	9.29K	Thoát	$435,706	0.0%
FROG JFrog Ltd.	—	9.27K	Thoát	$434,851	0.0%
THC Tenet Healthcare…	—	2.26K	Thoát	$427,066	0.0%
AL Air Lease Corporation	—	6.45K	Thoát	$419,746	0.0%
TPVG	—	83.57K	Thoát	$417,014	0.0%
IYJ iShares U.S.…	—	2.79K	Thoát	$411,351	0.0%
AFB	—	37.54K	Thoát	$401,288	0.0%
IBN ICICI Bank Limited	—	15.23K	Thoát	$394,390	0.0%
ALNY Alnylam…	—	1.18K	Thoát	$390,484	0.0%
FCNCA First Citizens…	—	206	Thoát	$389,768	0.0%
FTMH	—	33.30K	Thoát	$383,949	0.0%
WCMI	—	22.86K	Thoát	$383,428	0.0%
PTY	—	30.95K	Thoát	$373,467	0.0%
SIVR abrdn Physical Silver…	—	4.97K	Thoát	$355,973	0.0%
ALSN Allison Transmission…	—	2.92K	Thoát	$341,989	0.0%
SE Sea Limited	—	4.10K	Thoát	$339,931	0.0%
SSREF Swiss Re AG	—	11.43K	Thoát	$335,981	0.0%
HAS Hasbro, Inc.	—	3.57K	Thoát	$334,464	0.0%
CTRA Coterra Energy Inc.	—	9.33K	Thoát	$327,955	0.0%
INSM Insmed Incorporated	—	1.98K	Thoát	$324,025	0.0%
BMRN BioMarin Pharmaceutical…	—	5.72K	Thoát	$323,134	0.0%
CEF Sprott Physical Gold…	—	6.73K	Thoát	$321,108	0.0%
LIT	—	4.29K	Thoát	$318,736	0.0%
FOX Fox Corporation	—	5.95K	Thoát	$315,743	0.0%
NULV Nuveen ESG Large-Cap…	—	6.75K	Thoát	$307,192	0.0%
MTBA	—	6.09K	Thoát	$301,214	0.0%
DRS Leonardo DRS, Inc.	—	6.74K	Thoát	$300,157	0.0%
CNP CenterPoint Energy, Inc.	—	6.83K	Thoát	$295,037	0.0%
DOCS Doximity, Inc.	—	12.66K	Thoát	$294,928	0.0%
ITT ITT Inc.	—	1.54K	Thoát	$294,271	0.0%
FLOT iShares Floating Rate…	—	5.77K	Thoát	$293,930	0.0%
GLOB Globant S.A.	—	6.24K	Thoát	$287,726	0.0%
REM	—	13.14K	Thoát	$282,222	0.0%
COM	—	8.31K	Thoát	$278,967	0.0%
AER AerCap Holdings N.V.	—	2.00K	Thoát	$273,729	0.0%
ESPR	—	99.14K	Thoát	$271,641	0.0%
SEB Seaboard Corporation	—	48	Thoát	$271,393	0.0%
UGI UGI Corporation	—	7.34K	Thoát	$269,901	0.0%
SFM Sprouts Farmers Market…	—	3.49K	Thoát	$269,365	0.0%
RNR RenaissanceRe Holdings…	—	894	Thoát	$265,736	0.0%
IYC	—	2.73K	Thoát	$264,923	0.0%
SCI Service Corporation…	—	3.21K	Thoát	$264,583	0.0%
CPNG Coupang, Inc.	—	13.87K	Thoát	$261,816	0.0%
FFC	—	16.89K	Thoát	$261,704	0.0%
UI Ubiquiti Inc.	—	331	Thoát	$261,688	0.0%
DY Dycom Industries, Inc.	—	762	Thoát	$258,357	0.0%
HL Hecla Mining Company	—	13.77K	Thoát	$256,520	0.0%
SON Sonoco Products Company	—	4.71K	Thoát	$254,565	0.0%
FLS Flowserve Corporation	—	3.45K	Thoát	$254,320	0.0%
AVY Avery Dennison…	—	1.47K	Thoát	$253,437	0.0%
GSIE Goldman Sachs…	—	5.86K	Thoát	$252,828	0.0%
MDU MDU Resources Group…	—	12.12K	Thoát	$252,346	0.0%
BIDU Baidu, Inc.	—	2.26K	Thoát	$251,897	0.0%
TECL	—	2.91K	Thoát	$251,687	0.0%
DXC DXC Technology Company	—	19.75K	Thoát	$248,320	0.0%
EAGG iShares ESG Aware U.S.…	—	5.18K	Thoát	$246,106	0.0%
GLTR abrdn Physical Precious…	—	1.12K	Thoát	$245,841	0.0%
CGW	—	3.80K	Thoát	$243,047	0.0%
CHWY Chewy, Inc.	—	8.97K	Thoát	$242,190	0.0%
IBP Installed Building…	—	909	Thoát	$241,267	0.0%
KNF Knife River Corporation	—	2.95K	Thoát	$240,786	0.0%
SF Stifel Financial Corp	—	3.23K	Thoát	$238,773	0.0%
EEFT Euronet Worldwide, Inc.	—	3.57K	Thoát	$237,074	0.0%
DKS DICK'S Sporting Goods…	—	1.18K	Thoát	$235,526	0.0%
PHO	—	3.50K	Thoát	$234,157	0.0%
DV DoubleVerify Holdings…	—	24.61K	Thoát	$233,833	0.0%
ELAN Elanco Animal Health…	—	9.61K	Thoát	$230,068	0.0%
KEY KeyCorp	—	11.47K	Thoát	$229,901	0.0%
BIO Bio-Rad Laboratories…	—	808	Thoát	$225,230	0.0%
AVAV AeroVironment, Inc.	—	1.23K	Thoát	$224,785	0.0%
GMED Globus Medical, Inc.	—	2.56K	Thoát	$220,656	0.0%
AGOX	—	8.22K	Thoát	$218,763	0.0%
ZBRA Zebra Technologies…	—	1.04K	Thoát	$216,923	0.0%
LECO Lincoln Electric…	—	866	Thoát	$216,682	0.0%
RL Ralph Lauren Corporation	—	624	Thoát	$215,564	0.0%
BMNR Bitmine Immersion…	—	10.69K	Thoát	$211,404	0.0%
GME GameStop Corp.	—	9.13K	Thoát	$210,470	0.0%
EFOR Everforth, Inc.	—	5.38K	Thoát	$208,299	0.0%
PODD Insulet Corp.	—	991	Thoát	$208,208	0.0%
CXT Crane NXT, Co.	—	5.12K	Thoát	$207,861	0.0%
ANF Abercrombie & Fitch Co.	—	2.26K	Thoát	$206,331	0.0%
PCYO	—	20.41K	Thoát	$205,284	0.0%
FDL First Trust Morningstar…	—	4.03K	Thoát	$204,709	0.0%
FRPT Freshpet, Inc.	—	3.47K	Thoát	$204,643	0.0%
VONE Vanguard Russell 1000…	—	691	Thoát	$204,102	0.0%
G Genpact Limited	—	5.43K	Thoát	$202,276	0.0%
WEX WEX Inc.	—	1.32K	Thoát	$201,859	0.0%
JXN-PA Jackson Financial Inc.	—	1.91K	Thoát	$201,633	0.0%
SPTS State Street SPDR…	—	6.88K	Thoát	$200,846	0.0%
MOO	—	2.37K	Thoát	$200,350	0.0%
BITO	—	19.26K	Thoát	$179,360	0.0%
ALGN Align Technology, Inc.	—	1.02K	Thoát	$175,743	0.0%

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
SPY	Put	4.71M	$3.52B
SPY	Call	4.42M	$3.30B
QQQ	Put	548.90K	$404.21M
AAPL	Put	791.00K	$228.88M
NVDA	Put	805.40K	$161.15M
MSFT	Put	404.70K	$150.96M
SPY	Call	152.00K	$113.51M
MU	Put	51.30K	$59.22M
AVGO	Put	138.60K	$52.36M
WAB	Put	182.30K	$49.15M
SPY	Put	58.70K	$43.84M
KRMN	Put	870.00K	$43.43M
AMZN	Put	168.40K	$40.14M
GOOGL	Put	80.10K	$28.63M
PLTR	Put	206.90K	$24.14M
IWM	Put	76.80K	$23.07M
TSLA	Put	52.60K	$22.12M
MU	Put	18.50K	$21.35M
INTC	Put	145.40K	$20.30M
GOOG	Put	57.40K	$20.28M
META	Put	32.20K	$18.14M
LRCX	Put	38.30K	$16.60M
AMD	Put	24.30K	$14.12M
XONA.DE	Put	102.60K	$14.03M
SPY	Put	18.30K	$13.67M
STX	Put	13.20K	$12.74M
IWM	Call	40.40K	$12.14M
MSFT	Call	30.00K	$11.19M
LLY	Put	8.60K	$10.32M
UNH	Put	24.10K	$10.02M
EFA	Put	90.90K	$9.44M
SNDK	Put	4.10K	$9.32M
WDC	Put	14.10K	$9.01M
SPY	Call	12.00K	$8.96M
ORCL	Put	60.10K	$8.81M
BRK-B	Put	15.10K	$7.56M
V	Put	21.20K	$7.27M
CRCL	Put	93.30K	$5.84M
GE	Put	15.20K	$5.68M
JPM	Put	17.30K	$5.66M
QQQ	Call	7.60K	$5.60M
NFLX	Put	76.40K	$5.45M
AMD	Put	9.10K	$5.29M
AXTI	Put	70.00K	$5.05M
SMH	Put	7.60K	$4.98M
GS	Put	4.90K	$4.96M
HOOD	Put	49.10K	$4.92M
JNJ	Put	18.30K	$4.65M
AVGO	Call	12.30K	$4.65M
QCOM	Put	25.10K	$4.64M
KLAC	Put	15.00K	$4.53M
ARES	Put	40.00K	$4.45M
CSCO	Put	36.80K	$4.32M
SSO	Put	63.00K	$4.24M
QQQ	Put	5.70K	$4.20M
ABBV	Put	15.70K	$3.95M
HD	Put	11.10K	$3.91M
ETN	Put	9.10K	$3.88M
IWM	Call	12.30K	$3.70M
PWR	Put	5.10K	$3.67M
AMAT	Put	5.00K	$3.62M
MCK	Put	4.70K	$3.55M
IBM	Put	12.60K	$3.54M
SHW	Put	10.00K	$3.44M
EMR	Put	23.50K	$3.36M
IVV	Put	4.30K	$3.22M
WMT	Put	27.80K	$3.15M
PSX	Put	18.10K	$3.06M
DE	Put	4.80K	$3.04M
PH	Put	3.10K	$3.03M
NVDA	Call	14.90K	$2.98M
GLD	Put	7.80K	$2.87M
NEE	Put	32.20K	$2.83M
COST	Put	3.00K	$2.81M
TXN	Put	9.20K	$2.74M
MRSH	Put	16.30K	$2.72M
INTC	Call	19.40K	$2.71M
GEV	Put	2.20K	$2.58M
TWLO	Put	12.50K	$2.58M
QQQ	Call	3.50K	$2.58M
CTAS	Put	15.00K	$2.55M
MET	Put	30.00K	$2.54M
AXTI	Call	35.00K	$2.52M
AMZN	Call	10.40K	$2.48M
NU	Put	170.00K	$2.27M
MAR	Put	6.10K	$2.26M
TQQQ	Put	27.60K	$2.24M
CVX	Put	13.30K	$2.20M
ASML	Put	1.10K	$2.19M
IWM	Put	7.10K	$2.13M
CAT	Put	2.00K	$2.13M
COF	Put	10.00K	$2.01M
IT	Put	15.00K	$1.94M
NOW	Put	18.80K	$1.87M
AAPL	Call	6.40K	$1.85M
SPGI	Put	4.80K	$1.85M
UPS	Put	17.00K	$1.83M
VOO	Put	2.60K	$1.79M
BKNG	Put	10.00K	$1.78M
SBAC	Put	10.00K	$1.76M

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

Tuổi vị thế

2440–1 quý

15112–4 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
Gotham Asset Management	1069	43.4%	0.7977	So sánh ⇄
Susquehanna International Group, Llp	1536	29.7%	0.7977	So sánh ⇄
Jane Street Group, Llc	1269	27.7%	0.7857	So sánh ⇄
D. E. Shaw & Co.	1077	28.7%	0.7552	So sánh ⇄
Bridgewater Associates	638	30.2%	0.7395	So sánh ⇄
Hrt Financial Lp	954	26.0%	0.7107	So sánh ⇄
Rockefeller Capital Management L.P.	1639	35.6%	0.687	So sánh ⇄
HighTower Advisors, LLC	1558	42.3%	0.5598	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 07 2026 13F-HR · kỳ Q2 2026

$36.83B · 3,398 vị thế · Xem hồ sơ SEC gốc ↗

May 13 2026 13F-HR · kỳ Q1 2026

$32.69B · 3,257 vị thế · Xem hồ sơ SEC gốc ↗

Feb 10 2026 13F-HR · kỳ Q4 2025

$33.45B · 3,256 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$31.93B · 3,223 vị thế · Xem hồ sơ SEC gốc ↗

Aug 13 2025 13F-HR · kỳ Q2 2025

$25.67B · 3,046 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 07, 2026 · Phương pháp tính thay đổi

☆ Lido Advisors, LLC

Lido Advisors, LLC