管理人记录 · 已归档季度

Mariner, LLC

Overland Park, KS · CIK 1373442 · EDGAR 文件 ↗

Q2 2026 Q1 2026 Q4 2025 差异 ⇄

$83.99B13F报告持仓市值

5,567持仓明细

28.9%前十大权重

74.20有效持仓

—预计换手率

+0新增

−0清仓

13F报告持仓市值仅涵盖美国可报告的多头头寸——不含现金、债券、空头或非美国持仓，并非管理资产规模。 无可比较的前期申报——本季度变动列数据不可用。

各季度报告持仓市值 Q4 2025 → Q2 2026

板块敞口

金融服务 49.7%

科技 23.5%

可选消费 5.4%

医疗保健 5.3%

通信服务 4.9%

工业 4.1%

必选消费 2.7%

能源 1.9%

公用事业 0.9%

基础材料 0.9%

房地产 0.6%

占已申报普通股权益价值的比例；（±pp）较上一季度。

持仓组合 · Q4 2025

#	证券	权重	价值	股份	Δ股份		持有
1	NVDA NVIDIA Corporation	5.7%	$4.48B	24.00M	—	n/c	1
2	AAPL Apple Inc.	5.6%	$4.33B	15.92M	—	n/c	1
3	IVV iShares Core S&P 500 ETF	4.4%	$3.12B	4.56M	—	n/c	1
4	MSFT Microsoft Corporation	3.1%	$2.40B	4.97M	—	n/c	1
5	VEA Vanguard FTSE Developed…	2.5%	$1.94B	31.06M	—	n/c	1
6	AMZN Amazon.com, Inc.	1.7%	$1.29B	5.59M	—	n/c	1
7	AVGO Broadcom Inc.	1.6%	$1.27B	3.67M	—	n/c	1
8	GOOGL Alphabet Inc.	1.6%	$1.26B	4.03M	—	n/c	1
9	IJH iShares Core S&P Mid-Cap ETF	1.2%	$941.52M	14.27M	—	n/c	1
10	JPM JPMorgan Chase & Co.	1.2%	$931.36M	2.89M	—	n/c	1
11	AGG iShares Core U.S. Aggregate…	1.4%	$926.44M	9.28M	—	n/c	1
12	META Meta Platforms, Inc.	1.2%	$905.50M	1.37M	—	n/c	1
13	SPY State Street SPDR S&P 500…	1.2%	$887.97M	1.30M	—	n/c	1
14	VUG Vanguard Morningstar Growth…	1.1%	$815.64M	1.67M	—	n/c	1
15	TSLA Tesla, Inc.	1.0%	$752.97M	1.67M	—	n/c	1
16	VTV Vanguard Morningstar Value…	1.1%	$736.14M	3.85M	—	n/c	1
17	IEFA iShares Core MSCI EAFE ETF	1.0%	$712.89M	7.97M	—	n/c	1
18	LLY Eli Lilly and Company	0.8%	$681.86M	634.44K	—	n/c	1
19	GOOG Alphabet Inc.	0.9%	$677.46M	2.16M	—	n/c	1
20	IUSB iShares Core Universal USD…	0.9%	$609.66M	13.10M	—	n/c	1
21	VWO Vanguard FTSE Emerging…	0.8%	$584.36M	10.87M	—	n/c	1
22	BRK-B Berkshire Hathaway Inc.	0.7%	$554.60M	1.10M	—	n/c	1
23	SCHG Schwab U.S. Large-Cap…	0.8%	$552.57M	16.94M	—	n/c	1
24	QQQ Invesco QQQ Trust, Series 1	0.8%	$531.33M	864.91K	—	n/c	1
25	VO Vanguard Morningstar…	0.7%	$526.33M	1.81M	—	n/c	1
26	VTI Vanguard Morningstar Total…	0.7%	$502.53M	1.50M	—	n/c	1
27	WMT Walmart Inc.	0.6%	$491.04M	4.41M	—	n/c	1
28	IEMG iShares Core MSCI Emerging…	0.7%	$474.99M	7.07M	—	n/c	1
29	VB Vanguard Morningstar…	0.6%	$471.09M	1.83M	—	n/c	1
30	IVW iShares S&P 500 Growth ETF	0.5%	$384.72M	3.12M	—	n/c	1
31	PG The Procter & Gamble Company	0.5%	$384.72M	2.68M	—	n/c	1
32	JNJ Johnson & Johnson	0.5%	$364.76M	1.76M	—	n/c	1
33	HD The Home Depot, Inc.	0.5%	$362.58M	1.05M	—	n/c	1
34	APO Apollo Global Management…	0.4%	$353.81M	2.43M	—	n/c	1
35	VOO Vanguard S&P 500 ETF	0.6%	$346.91M	553.02K	—	n/c	1
36	MA Mastercard Incorporated	0.4%	$346.02M	606.03K	—	n/c	1
37	AMGN Amgen Inc.	0.4%	$336.79M	1.03M	—	n/c	1
38	IVV iShares Core S&P 500 ETF	4.4%	$333.97M	487.56K	—	n/c	1
39	V Visa Inc.	0.4%	$318.48M	908.00K	—	n/c	1
40	GEV GE Vernova Inc.	0.4%	$316.50M	484.23K	—	n/c	1
41	EFA iShares MSCI EAFE ETF	0.4%	$304.57M	3.17M	—	n/c	1
42	GLW Corning Inc	0.4%	$298.68M	3.41M	—	n/c	1
43	COST Costco Wholesale Corporation	0.4%	$298.68M	346.35K	—	n/c	1
44	NOW ServiceNow, Inc.	0.4%	$297.53M	1.94M	—	n/c	1
45	ABBV AbbVie Inc.	0.4%	$291.64M	1.28M	—	n/c	1
46	PNC The PNC Financial Services…	0.3%	$279.33M	1.34M	—	n/c	1
47	NDAQ Nasdaq, Inc.	0.3%	$274.57M	2.83M	—	n/c	1
48	MRK Merck & Co., Inc.	0.3%	$269.59M	2.56M	—	n/c	1
49	XONA.DE Exxon Mobil Corporation	0.4%	$264.73M	2.20M	—	n/c	1
50	VIG Vanguard Dividend…	0.4%	$264.56M	1.20M	—	n/c	1
51	BRK-A Berkshire Hathaway Inc.	0.3%	$260.41M	345	—	n/c	1
52	NEE NextEra Energy, Inc.	0.3%	$244.65M	3.05M	—	n/c	1
53	SCHX Schwab U.S. Large-Cap ETF	0.3%	$239.54M	8.90M	—	n/c	1
54	CRWD CrowdStrike Holdings, Inc.	0.3%	$238.25M	508.24K	—	n/c	1
55	MCD McDonald's Corporation	0.3%	$235.94M	771.94K	—	n/c	1
56	TJX The TJX Companies, Inc.	0.3%	$222.79M	1.45M	—	n/c	1
57	CVX Chevron Corporation	0.3%	$221.19M	1.45M	—	n/c	1
58	SCHV Schwab U.S. Large-Cap Value…	0.3%	$220.85M	7.46M	—	n/c	1
59	ABT Abbott Laboratories	0.3%	$220.28M	1.76M	—	n/c	1
60	CDNS Cadence Design Systems, Inc.	0.3%	$218.98M	700.55K	—	n/c	1
61	AAPL Apple Inc.	5.6%	$215.65M	793.22K	—	n/c	1
62	IEF iShares 7-10 Year Treasury…	0.2%	$205.44M	2.14M	—	n/c	1
63	ORCL Oracle Corporation	0.3%	$202.61M	1.04M	—	n/c	1
64	SCHF Schwab International Equity…	0.3%	$201.84M	8.39M	—	n/c	1
65	IVE iShares S&P 500 Value ETF	0.3%	$201.71M	951.10K	—	n/c	1
66	IWF iShares Russell 1000 Growth…	0.3%	$200.56M	423.74K	—	n/c	1
67	IXUS iShares Core MSCI Total…	0.3%	$198.40M	2.34M	—	n/c	1
68	TMUS T-Mobile US, Inc.	0.2%	$198.10M	975.67K	—	n/c	1
69	PLTR Palantir Technologies Inc.	0.3%	$192.72M	1.08M	—	n/c	1
70	IJR iShares Core S&P Small-Cap…	0.2%	$192.23M	1.60M	—	n/c	1
71	IWY iShares Russell Top 200…	0.5%	$188.64M	681.15K	—	n/c	1
72	IWB iShares Russell 1000 ETF	0.2%	$187.06M	500.90K	—	n/c	1
73	MUB iShares National Muni Bond…	0.3%	$182.97M	1.71M	—	n/c	1
74	SYK Stryker Corporation	0.3%	$181.65M	516.82K	—	n/c	1
75	KLAC KLA Corporation	0.2%	$179.62M	147.81K	—	n/c	1
76	IVV iShares Core S&P 500 ETF	4.4%	$177.14M	258.61K	—	n/c	1
77	P Everpure, Inc.	0.2%	$177.03M	2.64M	—	n/c	1
78	DGRO iShares Core Dividend…	0.2%	$172.53M	2.49M	—	n/c	1
79	SCHD Schwab U.S. Dividend Equity…	0.2%	$171.96M	6.27M	—	n/c	1
80	CSCO Cisco Systems, Inc.	0.2%	$167.50M	2.17M	—	n/c	1
81	VNQ Vanguard Real Estate ETF	0.2%	$167.16M	1.89M	—	n/c	1
82	NVDA NVIDIA Corporation	5.7%	$166.13M	890.79K	—	n/c	1
83	IWY iShares Russell Top 200…	0.5%	$164.27M	593.14K	—	n/c	1
84	CAT Caterpillar Inc.	0.2%	$164.23M	286.65K	—	n/c	1
85	LIN Linde plc	0.2%	$163.42M	383.25K	—	n/c	1
86	LDOS Leidos Holdings, Inc.	0.2%	$161.07M	892.80K	—	n/c	1
87	TT Trane Technologies plc	0.2%	$159.35M	409.41K	—	n/c	1
88	TDY Teledyne Technologies…	0.2%	$157.75M	308.87K	—	n/c	1
89	VV Vanguard Morningstar…	0.2%	$155.30M	493.32K	—	n/c	1
90	JCPB JPMorgan Core Plus Bond ETF	0.2%	$154.90M	3.27M	—	n/c	1
91	PGR The Progressive Corporation	0.2%	$154.41M	678.03K	—	n/c	1
92	MS Morgan Stanley	0.2%	$150.34M	846.77K	—	n/c	1
93	TSM Taiwan Semiconductor…	0.2%	$149.76M	492.94K	—	n/c	1
94	EXPE Expedia Group, Inc.	0.2%	$149.11M	526.27K	—	n/c	1
95	PSX Phillips 66	0.2%	$147.71M	1.14M	—	n/c	1
96	GS The Goldman Sachs Group…	0.2%	$147.47M	167.75K	—	n/c	1
97	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$147.21M	2.93M	—	n/c	1
98	IWM iShares Russell 2000 ETF	0.2%	$145.28M	590.16K	—	n/c	1
99	AGG iShares Core U.S. Aggregate…	1.4%	$144.37M	1.45M	—	n/c	1
100	BIV Vanguard Intermediate-Term…	0.2%	$144.17M	1.85M	—	n/c	1
101	LRCX Lam Research Corporation	0.2%	$143.10M	835.71K	—	n/c	1
102	IBM International Business…	0.2%	$138.23M	466.54K	—	n/c	1
103	BKNG Booking Holdings Inc.	0.2%	$137.99M	25.76K	—	n/c	1
104	PRF Invesco RAFI US 1000 ETF	0.2%	$137.34M	2.93M	—	n/c	1
105	VOO Vanguard S&P 500 ETF	0.6%	$136.53M	217.71K	—	n/c	1
106	GLD SPDR Gold Shares	0.2%	$135.69M	342.38K	—	n/c	1
107	AAPL Apple Inc.	5.6%	$134.45M	494.40K	—	n/c	1
108	T AT&T Inc.	0.2%	$132.82M	5.35M	—	n/c	1
109	TXN Texas Instruments…	0.2%	$131.71M	759.17K	—	n/c	1
110	NFLX Netflix, Inc.	0.2%	$131.55M	1.40M	—	n/c	1
111	BAC Bank of America Corporation	0.2%	$131.43M	2.39M	—	n/c	1
112	WM Waste Management, Inc.	0.2%	$131.15M	596.85K	—	n/c	1
113	DUK Duke Energy Corporation	0.2%	$131.09M	1.12M	—	n/c	1
114	JAAA Janus Henderson AAA CLO ETF	0.2%	$130.69M	2.58M	—	n/c	1
115	UNH UnitedHealth Group…	0.2%	$130.54M	395.40K	—	n/c	1
116	PEP PepsiCo, Inc.	0.2%	$129.68M	903.47K	—	n/c	1
117	BLK BlackRock, Inc.	0.2%	$129.32M	120.81K	—	n/c	1
118	KO The Coca-Cola Company	0.2%	$125.41M	1.79M	—	n/c	1
119	ACN Accenture plc	0.2%	$125.31M	467.01K	—	n/c	1
120	VTV Vanguard Morningstar Value…	1.1%	$125.23M	655.67K	—	n/c	1
121	XLK State Street Technology…	0.2%	$124.89M	867.46K	—	n/c	1
122	LOW Lowe's Companies, Inc.	0.2%	$124.82M	517.52K	—	n/c	1
123	ITOT iShares Core S&P Total U.S.…	0.2%	$123.22M	828.30K	—	n/c	1
124	AGG iShares Core U.S. Aggregate…	1.4%	$122.38M	1.23M	—	n/c	1
125	SPDW State Street SPDR Portfolio…	0.2%	$122.19M	2.75M	—	n/c	1
126	ANET Arista Networks, Inc.	0.2%	$120.73M	921.18K	—	n/c	1
127	PANW Palo Alto Networks, Inc.	0.2%	$119.54M	648.87K	—	n/c	1
128	IUSB iShares Core Universal USD…	0.9%	$119.29M	2.56M	—	n/c	1
129	DFAE Dimensional - Emerging Core…	0.2%	$118.76M	3.65M	—	n/c	1
130	SPYM State Street SPDR Portfolio…	0.2%	$117.82M	1.47M	—	n/c	1
131	DASH DoorDash, Inc.	0.1%	$117.19M	517.44K	—	n/c	1
132	ACM Aecom	0.1%	$114.90M	1.21M	—	n/c	1
133	ETN Eaton Corporation plc	0.1%	$114.10M	358.17K	—	n/c	1
134	PFF iShares Preferred and…	0.1%	$113.02M	3.65M	—	n/c	1
135	AMD Advanced Micro Devices, Inc.	0.2%	$112.14M	523.56K	—	n/c	1
136	CMI Cummins Inc.	0.1%	$109.12M	213.74K	—	n/c	1
137	DFAI Dimensional - International…	0.2%	$108.10M	2.84M	—	n/c	1
138	GE GE Aerospace	0.1%	$108.08M	350.74K	—	n/c	1
139	MSFT Microsoft Corporation	3.1%	$107.75M	222.81K	—	n/c	1
140	MCK McKesson Corporation	0.1%	$106.86M	130.26K	—	n/c	1
141	QQQ Invesco QQQ Trust, Series 1	0.8%	$106.00M	172.56K	—	n/c	1
142	VEA Vanguard FTSE Developed…	2.5%	$105.38M	1.69M	—	n/c	1
143	VOE Vanguard Morningstar…	0.1%	$105.02M	591.98K	—	n/c	1
144	NVDA NVIDIA Corporation	5.7%	$104.99M	563.16K	—	n/c	1
145	UBER Uber Technologies, Inc.	0.1%	$100.97M	1.24M	—	n/c	1
146	IGF iShares Global…	0.1%	$100.80M	1.64M	—	n/c	1
147	AMZN Amazon.com, Inc.	1.7%	$99.63M	431.61K	—	n/c	1
148	AXP American Express Company	0.1%	$97.49M	263.48K	—	n/c	1
149	IEFA iShares Core MSCI EAFE ETF	1.0%	$96.90M	1.08M	—	n/c	1
150	DFUS Dimensional U.S. Equity ETF	0.2%	$95.30M	1.28M	—	n/c	1
151	SCHB Schwab U.S. Broad Market ETF	0.1%	$94.14M	3.59M	—	n/c	1
152	TREE LendingTree, Inc.	0.1%	$93.46M	1.76M	—	n/c	1
153	MU Micron Technology, Inc.	0.1%	$91.27M	319.40K	—	n/c	1
154	CME CME Group Inc.	0.1%	$91.23M	334.08K	—	n/c	1
155	QCOM QUALCOMM Incorporated	0.1%	$90.78M	530.57K	—	n/c	1
156	C Citigroup Inc.	0.1%	$89.69M	768.52K	—	n/c	1
157	IWD iShares Russell 1000 Value…	0.1%	$88.20M	419.30K	—	n/c	1
158	MPC Marathon Petroleum…	0.1%	$88.15M	542.02K	—	n/c	1
159	IVOV VANGUARD ADMIRAL FDS INC	0.1%	$87.75M	868.74K	—	n/c	1
160	IAU iShares Gold Trust	0.1%	$87.68M	1.08M	—	n/c	1
161	VBR Vanguard Morningstar…	0.1%	$85.87M	405.39K	—	n/c	1
162	SUB iShares Short-Term National…	0.1%	$85.29M	799.32K	—	n/c	1
163	IWR iShares Russell Mid-Cap ETF	0.2%	$84.86M	881.41K	—	n/c	1
164	TMO Thermo Fisher Scientific…	0.1%	$84.70M	146.16K	—	n/c	1
165	IWP iShares Russell Mid-Cap…	0.1%	$83.59M	610.42K	—	n/c	1
166	SCHG Schwab U.S. Large-Cap…	0.8%	$83.41M	2.56M	—	n/c	1
167	IVV iShares Core S&P 500 ETF	4.4%	$82.68M	120.71K	—	n/c	1
168	USMV iShares MSCI USA Min Vol…	0.1%	$81.86M	869.35K	—	n/c	1
169	CRM Salesforce, Inc.	0.1%	$81.85M	308.95K	—	n/c	1
170	IWR iShares Russell Mid-Cap ETF	0.2%	$81.50M	846.58K	—	n/c	1
171	MSFT Microsoft Corporation	3.1%	$80.88M	167.08K	—	n/c	1
172	KMI Kinder Morgan, Inc.	0.1%	$80.87M	2.94M	—	n/c	1
173	INTU Intuit Inc.	0.1%	$80.82M	121.98K	—	n/c	1
174	AMT American Tower Corporation	0.1%	$80.68M	459.49K	—	n/c	1
175	QQQM Invesco NASDAQ 100 ETF	0.1%	$80.34M	317.64K	—	n/c	1
176	SCHA Schwab U.S. Small-Cap ETF	0.1%	$79.94M	2.81M	—	n/c	1
177	APH Amphenol Corporation	0.1%	$78.68M	582.04K	—	n/c	1
178	MRSH Marsh & McLennan Companies…	0.1%	$78.28M	421.89K	—	n/c	1
179	TFLO iShares Treasury Floating…	0.1%	$77.83M	1.54M	—	n/c	1
180	GILD Gilead Sciences, Inc.	0.1%	$77.29M	629.61K	—	n/c	1
181	CGDV Capital Group Dividend…	0.1%	$77.09M	1.77M	—	n/c	1
182	VYMI Vanguard International High…	0.1%	$76.67M	851.88K	—	n/c	1
183	VT Vanguard Total World Stock…	0.1%	$76.51M	542.40K	—	n/c	1
184	IVOG VANGUARD ADMIRAL FDS INC	0.1%	$76.49M	636.39K	—	n/c	1
185	WFC Wells Fargo & Company	0.1%	$76.31M	818.48K	—	n/c	1
186	DFUS Dimensional U.S. Equity ETF	0.2%	$75.68M	1.02M	—	n/c	1
187	DG Dollar General Corporation	0.1%	$75.15M	565.81K	—	n/c	1
188	SPY State Street SPDR S&P 500…	1.2%	$75.14M	110.18K	—	n/c	1
189	DHR Danaher Corporation	0.1%	$74.89M	327.10K	—	n/c	1
190	SPYV State Street SPDR Portfolio…	0.1%	$74.44M	1.31M	—	n/c	1
191	RTX RTX Corporation	0.1%	$73.91M	402.96K	—	n/c	1
192	VYM Vanguard High Dividend…	0.1%	$73.27M	510.51K	—	n/c	1
193	GOOGL Alphabet Inc.	1.6%	$73.07M	233.45K	—	n/c	1
194	UPS United Parcel Service, Inc.	0.1%	$72.86M	734.53K	—	n/c	1
195	IDEV iShares Core MSCI…	0.1%	$72.34M	877.03K	—	n/c	1
196	CINF Cincinnati Financial…	0.1%	$72.09M	441.38K	—	n/c	1
197	SYY Sysco Corporation	0.1%	$71.52M	970.55K	—	n/c	1
198	HON Honeywell International Inc.	0.1%	$71.48M	366.37K	—	n/c	1
199	REGN Regeneron Pharmaceuticals…	0.1%	$70.37M	91.16K	—	n/c	1
200	MDT Medtronic plc	0.1%	$69.93M	727.91K	—	n/c	1
201	RSP Invesco S&P 500 Equal…	0.1%	$69.64M	363.55K	—	n/c	1
202	SPGI S&P Global Inc.	0.1%	$69.62M	133.20K	—	n/c	1
203	ASML ASML Holding N.V.	0.1%	$69.61M	65.06K	—	n/c	1
204	VTV Vanguard Morningstar Value…	1.1%	$69.39M	363.29K	—	n/c	1
205	CB Chubb Limited	0.1%	$68.54M	219.51K	—	n/c	1
206	EMR Emerson Electric Co.	0.1%	$66.83M	503.53K	—	n/c	1
207	PM Philip Morris International…	0.1%	$66.32M	413.37K	—	n/c	1
208	BND Vanguard Total Bond Market…	0.1%	$66.26M	894.53K	—	n/c	1
209	VIOO Vanguard S&P Small-Cap 600…	0.1%	$65.67M	591.84K	—	n/c	1
210	AMAT Applied Materials, Inc.	0.1%	$65.41M	254.44K	—	n/c	1
211	VWO Vanguard FTSE Emerging…	0.8%	$64.93M	1.21M	—	n/c	1
212	ISRG Intuitive Surgical, Inc.	0.1%	$64.84M	114.45K	—	n/c	1
213	NU Nu Holdings Ltd.	0.1%	$64.19M	3.83M	—	n/c	1
214	IGSB iShares 1-5 Year Investment…	0.1%	$63.90M	1.21M	—	n/c	1
215	MMM 3M Company	0.1%	$63.43M	396.11K	—	n/c	1
216	BX Blackstone Inc.	0.1%	$63.26M	410.40K	—	n/c	1
217	FAST Fastenal Company	0.1%	$63.05M	1.57M	—	n/c	1
218	ISTB iShares Core 1-5 Year USD…	0.1%	$62.62M	1.28M	—	n/c	1
219	DFAC Dimensional - US Core…	0.2%	$61.97M	1.57M	—	n/c	1
220	SPY State Street SPDR S&P 500…	1.2%	$61.95M	90.85K	—	n/c	1
221	DIS The Walt Disney Company	0.1%	$61.92M	544.14K	—	n/c	1
222	NKE NIKE, Inc.	0.1%	$61.74M	968.79K	—	n/c	1
223	MGK Vanguard Morningstar Mega…	0.1%	$61.44M	148.84K	—	n/c	1
224	SPYG State Street SPDR Portfolio…	0.2%	$61.39M	575.39K	—	n/c	1
225	PLD Prologis, Inc.	0.1%	$61.37M	480.60K	—	n/c	1
226	SPYG State Street SPDR Portfolio…	0.2%	$61.17M	573.31K	—	n/c	1
227	MPLX MPLX Lp	0.1%	$61.16M	1.15M	—	n/c	1
228	QUAL iShares MSCI USA Quality…	0.2%	$61.10M	307.64K	—	n/c	1
229	NTAP NetApp, Inc.	0.1%	$60.98M	569.34K	—	n/c	1
230	OEF iShares S&P 100 ETF	0.1%	$60.90M	177.55K	—	n/c	1
231	AZN AstraZeneca PLC	0.1%	$60.88M	662.20K	—	n/c	1
232	URI United Rentals, Inc.	0.1%	$60.60M	74.88K	—	n/c	1
233	BMY Bristol-Myers Squibb Company	0.1%	$60.45M	1.12M	—	n/c	1
234	VCSH Vanguard Short-Term…	0.1%	$60.22M	755.27K	—	n/c	1
235	GSK GSK plc	0.1%	$59.38M	1.21M	—	n/c	1
236	DE Deere & Company	0.1%	$59.37M	127.53K	—	n/c	1
237	LMT Lockheed Martin Corporation	0.1%	$59.26M	122.49K	—	n/c	1
238	MDY State Street SPDR S&P…	0.1%	$58.64M	97.20K	—	n/c	1
239	IEMG iShares Core MSCI Emerging…	0.7%	$58.39M	868.63K	—	n/c	1
240	KKR KKR & Co. Inc.	0.1%	$58.23M	456.80K	—	n/c	1
241	SPDW State Street SPDR Portfolio…	0.2%	$57.99M	1.31M	—	n/c	1
242	UNP Union Pacific Corporation	0.1%	$57.55M	248.73K	—	n/c	1
243	SHW The Sherwin-Williams Company	0.1%	$56.86M	175.48K	—	n/c	1
244	SCHM Schwab U.S. Mid-Cap ETF	0.1%	$56.78M	1.89M	—	n/c	1
245	AEP American Electric Power…	0.1%	$56.57M	490.55K	—	n/c	1
246	APP AppLovin Corporation	0.1%	$56.57M	83.78K	—	n/c	1
247	EQIX Equinix, Inc.	0.1%	$56.18M	73.32K	—	n/c	1
248	VRTX Vertex Pharmaceuticals…	0.1%	$55.09M	121.52K	—	n/c	1
249	HFXI NYLI FTSE International…	0.1%	$54.69M	1.69M	—	n/c	1
250	VBK Vanguard Morningstar…	0.1%	$54.60M	180.72K	—	n/c	1
251	NEM Newmont Corporation	0.1%	$54.39M	544.31K	—	n/c	1
252	EEM iShares MSCI Emerging…	0.1%	$54.32M	992.87K	—	n/c	1
253	RDVY First Trust Rising Dividend…	0.1%	$54.12M	779.03K	—	n/c	1
254	AMZN Amazon.com, Inc.	1.7%	$53.55M	231.94K	—	n/c	1
255	MO Altria Group, Inc.	0.1%	$53.49M	927.64K	—	n/c	1
256	IFRA iShares U.S. Infrastructure…	0.1%	$53.42M	1.02M	—	n/c	1
257	VGT Vanguard Information…	0.1%	$53.41M	70.86K	—	n/c	1
258	FFLC FIDELITY COVINGTON TRUST	0.1%	$53.24M	997.83K	—	n/c	1
259	VOO Vanguard S&P 500 ETF	0.6%	$52.42M	83.58K	—	n/c	1
260	PAYX Paychex, Inc.	0.1%	$52.37M	466.84K	—	n/c	1
261	SCHW The Charles Schwab…	0.1%	$52.02M	520.55K	—	n/c	1
262	SPEM State Street SPDR Portfolio…	0.1%	$51.95M	1.11M	—	n/c	1
263	DFAC Dimensional - US Core…	0.2%	$51.24M	1.29M	—	n/c	1
264	HDV iShares Core High Dividend…	0.1%	$51.15M	420.58K	—	n/c	1
265	PRU Prudential Financial, Inc.	0.1%	$51.09M	452.61K	—	n/c	1
266	VWO Vanguard FTSE Emerging…	0.8%	$50.80M	944.93K	—	n/c	1
267	OMFL Invesco Russell 1000…	0.1%	$50.64M	828.42K	—	n/c	1
268	COF Capital One Financial…	0.1%	$50.09M	206.60K	—	n/c	1
269	IMTB ISHARES TR	0.1%	$49.66M	1.12M	—	n/c	1
270	IWY iShares Russell Top 200…	0.5%	$49.48M	178.66K	—	n/c	1
271	VUG Vanguard Morningstar Growth…	1.1%	$49.37M	101.20K	—	n/c	1
272	IEFA iShares Core MSCI EAFE ETF	1.0%	$49.08M	548.68K	—	n/c	1
273	QUAL iShares MSCI USA Quality…	0.2%	$48.81M	245.73K	—	n/c	1
274	SBUX Starbucks Corporation	0.1%	$48.71M	578.47K	—	n/c	1
275	IEI iShares 3-7 Year Treasury…	0.1%	$48.66M	407.72K	—	n/c	1
276	VTI Vanguard Morningstar Total…	0.7%	$48.54M	144.79K	—	n/c	1
277	AME AMETEK, Inc.	0.1%	$48.32M	235.33K	—	n/c	1
278	BIL State Street SPDR Bloomberg…	0.1%	$48.01M	525.37K	—	n/c	1
279	CMF iShares California Muni…	0.1%	$47.90M	833.58K	—	n/c	1
280	VTI Vanguard Morningstar Total…	0.7%	$47.77M	142.46K	—	n/c	1
281	MDLZ Mondelez International, Inc.	0.1%	$47.58M	884.02K	—	n/c	1
282	FDX FedEx Corporation	0.1%	$47.57M	164.62K	—	n/c	1
283	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$47.40M	942.56K	—	n/c	1
284	EMXC iShares MSCI Emerging…	0.1%	$47.30M	650.84K	—	n/c	1
285	VMC Vulcan Materials Company	0.1%	$47.16M	165.32K	—	n/c	1
286	ICSH iShares Ultra Short…	0.1%	$47.09M	931.08K	—	n/c	1
287	INTC Intel Corp.	0.1%	$47.04M	1.27M	—	n/c	1
288	GD General Dynamics Corporation	0.1%	$46.99M	139.50K	—	n/c	1
289	SPYM State Street SPDR Portfolio…	0.2%	$46.44M	578.55K	—	n/c	1
290	SHYG iShares 0-5 Year High Yield…	0.1%	$46.17M	1.08M	—	n/c	1
291	FLXS FLEXSTEEL INDS INC	0.1%	$46.10M	1.17M	—	n/c	1
292	SCHV Schwab U.S. Large-Cap Value…	0.3%	$45.95M	1.55M	—	n/c	1
293	TSLA Tesla, Inc.	1.0%	$45.85M	101.94K	—	n/c	1
294	VOT Vanguard Morningstar…	0.1%	$45.85M	164.24K	—	n/c	1
295	SCHE Schwab Emerging Markets…	0.1%	$45.65M	1.39M	—	n/c	1
296	HCA HCA Healthcare, Inc.	0.1%	$45.06M	96.48K	—	n/c	1
297	DVY iShares Select Dividend ETF	0.1%	$44.95M	318.50K	—	n/c	1
298	SPSB State Street SPDR Portfolio…	0.1%	$44.92M	1.49M	—	n/c	1
299	APD Air Products and Chemicals…	0.1%	$44.87M	181.65K	—	n/c	1
300	BKR Baker Hughes Company	0.1%	$44.81M	984.14K	—	n/c	1
301	FBTC Fidelity Wise Origin…	0.1%	$44.52M	583.97K	—	n/c	1
302	XYL Xylem Inc.	0.1%	$44.50M	326.75K	—	n/c	1
303	SNOW Snowflake Inc.	0.1%	$44.47M	202.64K	—	n/c	1
304	BND Vanguard Total Bond Market…	0.1%	$44.28M	597.82K	—	n/c	1
305	GOOGL Alphabet Inc.	1.6%	$44.09M	140.83K	—	n/c	1
306	ITW Illinois Tool Works Inc.	0.1%	$43.70M	177.37K	—	n/c	1
307	DFIC Dimensional - International…	0.1%	$42.44M	1.23M	—	n/c	1
308	VOOG Vanguard S&P 500 Growth ETF	0.1%	$41.91M	94.27K	—	n/c	1
309	VXF Vanguard Extended Market ETF	0.1%	$41.85M	200.02K	—	n/c	1
310	VZ Verizon Communications Inc.	0.1%	$41.53M	1.02M	—	n/c	1
311	IQLT iShares MSCI Intl Quality…	0.1%	$41.37M	910.30K	—	n/c	1
312	TEL TE Connectivity plc	0.1%	$41.34M	181.72K	—	n/c	1
313	BOXX EA SERIES TRUST	0.1%	$41.21M	358.05K	—	n/c	1
314	ADBE Adobe Inc.	0.1%	$41.05M	117.25K	—	n/c	1
315	TBIL F/m US Treasury 3 Month…	0.1%	$40.57M	813.44K	—	n/c	1
316	IWS iShares Russell Mid-Cap…	0.1%	$39.96M	283.26K	—	n/c	1
317	VONG Vanguard Russell 1000…	0.1%	$39.89M	327.61K	—	n/c	1
318	BNY Bank of New York Mellon Corp	0.1%	$39.66M	341.55K	—	n/c	1
319	FNDF Schwab Fundamental…	0.0%	$39.58M	875.52K	—	n/c	1
320	AVGO Broadcom Inc.	1.6%	$39.39M	113.70K	—	n/c	1
321	BRK-B Berkshire Hathaway Inc.	0.7%	$39.27M	78.12K	—	n/c	1
322	PAVE Global X - U.S.…	0.1%	$39.17M	819.63K	—	n/c	1
323	CLS Celestica Inc.	0.0%	$38.90M	131.60K	—	n/c	1
324	BSX Boston Scientific…	0.0%	$38.83M	407.19K	—	n/c	1
325	VO Vanguard Morningstar…	0.7%	$38.39M	132.24K	—	n/c	1
326	IBIT iShares Bitcoin Trust ETF	0.1%	$38.26M	770.54K	—	n/c	1
327	EFV iShares MSCI EAFE Value ETF	0.1%	$38.16M	534.45K	—	n/c	1
328	SPYG State Street SPDR Portfolio…	0.2%	$37.75M	353.78K	—	n/c	1
329	EPD Enterprise Products…	0.1%	$37.61M	1.17M	—	n/c	1
330	DFAT Dimensional - US Targeted…	0.1%	$37.60M	631.29K	—	n/c	1
331	PFE Pfizer Inc.	0.1%	$37.57M	1.51M	—	n/c	1
332	VXUS Vanguard Total…	0.1%	$37.31M	494.56K	—	n/c	1
333	SPYV State Street SPDR Portfolio…	0.1%	$36.70M	645.97K	—	n/c	1
334	RODM Hartford Multifactor…	0.0%	$36.31M	982.01K	—	n/c	1
335	GOOG Alphabet Inc.	0.9%	$36.24M	115.46K	—	n/c	1
336	DFAI Dimensional - International…	0.2%	$36.19M	949.58K	—	n/c	1
337	BA The Boeing Company	0.1%	$36.10M	166.23K	—	n/c	1
338	DFAC Dimensional - US Core…	0.2%	$35.84M	905.21K	—	n/c	1
339	USB U.S. Bancorp	0.0%	$35.65M	667.58K	—	n/c	1
340	ADP Automatic Data Processing…	0.0%	$35.45M	137.80K	—	n/c	1
341	MFDX PIMCO EQUITY SER	0.0%	$35.05M	912.15K	—	n/c	1
342	SCHX Schwab U.S. Large-Cap ETF	0.3%	$35.04M	1.30M	—	n/c	1
343	META Meta Platforms, Inc.	1.2%	$34.93M	52.92K	—	n/c	1
344	VTV Vanguard Morningstar Value…	1.1%	$34.79M	182.17K	—	n/c	1
345	IJH iShares Core S&P Mid-Cap ETF	1.2%	$34.78M	526.97K	—	n/c	1
346	FCF First Commonwealth…	0.0%	$34.67M	2.06M	—	n/c	1
347	ADI Analog Devices, Inc.	0.0%	$34.60M	127.53K	—	n/c	1
348	SWK Stanley Black & Decker, Inc.	0.0%	$34.60M	465.84K	—	n/c	1
349	EFG iShares MSCI EAFE Growth ETF	0.0%	$34.43M	302.23K	—	n/c	1
350	COWZ Pacer US Cash Cows 100 ETF	0.0%	$34.24M	569.10K	—	n/c	1
351	CEG Constellation Energy…	0.0%	$33.94M	96.04K	—	n/c	1
352	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$33.88M	1.45M	—	n/c	1
353	DSI iShares ESG MSCI KLD 400 ETF	0.1%	$33.53M	260.14K	—	n/c	1
354	VCIT Vanguard Intermediate-Term…	0.0%	$33.48M	399.75K	—	n/c	1
355	VGSH Vanguard Short-Term…	0.0%	$33.44M	569.39K	—	n/c	1
356	IWV iShares Russell 3000 ETF	0.0%	$33.21M	85.85K	—	n/c	1
357	GOOG Alphabet Inc.	0.9%	$32.98M	105.11K	—	n/c	1
358	SHOP Shopify Inc.	0.1%	$32.89M	204.30K	—	n/c	1
359	ITOT iShares Core S&P Total U.S.…	0.2%	$32.77M	220.36K	—	n/c	1
360	CI Cigna Corporation	0.0%	$32.65M	118.63K	—	n/c	1
361	SO The Southern Company	0.0%	$32.62M	374.05K	—	n/c	1
362	WMB The Williams Companies, Inc.	0.0%	$32.61M	542.47K	—	n/c	1
363	AVUV Avantis U.S. Small Cap…	0.0%	$32.56M	319.27K	—	n/c	1
364	PSBD PALMER SQUARE CAPITAL BDC IN	0.0%	$32.35M	2.65M	—	n/c	1
365	HEFA iShares Currency Hedged…	0.0%	$32.28M	780.44K	—	n/c	1
366	IWF iShares Russell 1000 Growth…	0.3%	$32.09M	67.80K	—	n/c	1
367	NET Cloudflare, Inc.	0.0%	$32.04M	162.48K	—	n/c	1
368	KR The Kroger Co.	0.0%	$32.03M	512.73K	—	n/c	1
369	GM General Motors Company	0.0%	$31.95M	392.44K	—	n/c	1
370	IWF iShares Russell 1000 Growth…	0.3%	$31.76M	67.10K	—	n/c	1
371	COP ConocoPhillips	0.0%	$31.68M	338.39K	—	n/c	1
372	CNC Centene Corp.	0.0%	$31.61M	768.16K	—	n/c	1
373	IVW iShares S&P 500 Growth ETF	0.5%	$31.26M	253.62K	—	n/c	1
374	DIA State Street SPDR Dow Jones…	0.0%	$31.14M	64.81K	—	n/c	1
375	DFAS Dimensional - US Small Cap…	0.1%	$31.14M	446.99K	—	n/c	1
376	DDOG Datadog, Inc.	0.0%	$31.11M	228.69K	—	n/c	1
377	ROP Roper Technologies, Inc.	0.0%	$30.97M	69.56K	—	n/c	1
378	IMCG iShares Morningstar Mid-Cap…	0.0%	$30.59M	383.09K	—	n/c	1
379	IJK iShares S&P Mid-Cap 400…	0.0%	$30.38M	313.63K	—	n/c	1
380	NVS Novartis AG	0.0%	$30.24M	219.30K	—	n/c	1
381	WT WisdomTree, Inc.	0.2%	$29.75M	332.69K	—	n/c	1
382	MMIT NEW YORK LIFE INVTS ACTIVE E	0.0%	$29.75M	1.22M	—	n/c	1
383	CRWV CoreWeave, Inc. Class A…	0.0%	$29.75M	415.44K	—	n/c	1
384	DFLV Dimensional - US Large Cap…	0.0%	$29.64M	866.35K	—	n/c	1
385	DFAU Dimensional - US Core…	0.1%	$29.57M	631.92K	—	n/c	1
386	VOOG Vanguard S&P 500 Growth ETF	0.1%	$29.13M	65.53K	—	n/c	1
387	JGRO JPMorgan Active Growth ETF	0.0%	$28.74M	309.70K	—	n/c	1
388	SPMO Invesco S&P 500 Momentum ETF	0.0%	$28.70M	240.53K	—	n/c	1
389	QQQM Invesco NASDAQ 100 ETF	0.1%	$28.63M	113.21K	—	n/c	1
390	AVGO Broadcom Inc.	1.6%	$28.54M	82.47K	—	n/c	1
391	DFUS Dimensional U.S. Equity ETF	0.2%	$28.50M	384.19K	—	n/c	1
392	SPAB State Street SPDR Portfolio…	0.0%	$28.45M	1.10M	—	n/c	1
393	BIL State Street SPDR Bloomberg…	0.1%	$28.38M	310.57K	—	n/c	1
394	EMLP First Trust North American…	0.0%	$28.14M	742.74K	—	n/c	1
395	GLD SPDR Gold Shares	0.2%	$27.93M	70.48K	—	n/c	1
396	CHD Church & Dwight Co., Inc.	0.0%	$27.28M	325.37K	—	n/c	1
397	CTAS Cintas Corporation	0.0%	$27.27M	144.96K	—	n/c	1
398	TEAM Atlassian Corporation	0.0%	$27.16M	167.41K	—	n/c	1
399	WCN Waste Connections, Inc.	0.0%	$27.04M	154.17K	—	n/c	1
400	DHI D.R. Horton, Inc.	0.0%	$26.93M	186.88K	—	n/c	1
401	SYK Stryker Corporation	0.3%	$26.74M	76.08K	—	n/c	1
402	META Meta Platforms, Inc.	1.2%	$26.68M	40.38K	—	n/c	1
403	QQQ Invesco QQQ Trust, Series 1	0.8%	$26.58M	43.27K	—	n/c	1
404	IDV iShares International…	0.0%	$26.56M	673.23K	—	n/c	1
405	IWN iShares Russell 2000 Value…	0.0%	$26.54M	146.46K	—	n/c	1
406	XLK State Street Technology…	0.2%	$26.43M	183.57K	—	n/c	1
407	ELV Elevance Health Inc.	0.0%	$26.43M	75.40K	—	n/c	1
408	MINT PIMCO Enhanced Short…	0.1%	$26.41M	263.16K	—	n/c	1
409	DELL Dell Technologies Inc.	0.0%	$26.31M	208.97K	—	n/c	1
410	PCG PG&E Corporation	0.0%	$26.10M	1.62M	—	n/c	1
411	VGIT Vanguard Intermediate-Term…	0.0%	$25.92M	432.51K	—	n/c	1
412	BIDU Baidu, Inc.	0.0%	$25.89M	198.17K	—	n/c	1
413	MINT PIMCO Enhanced Short…	0.1%	$25.88M	257.88K	—	n/c	1
414	TTWO Take-Two Interactive…	0.0%	$25.82M	100.84K	—	n/c	1
415	IMTM iShares MSCI Intl Momentum…	0.0%	$25.77M	537.15K	—	n/c	1
416	IVW iShares S&P 500 Growth ETF	0.5%	$25.70M	208.51K	—	n/c	1
417	ET Energy Transfer LP	0.0%	$25.63M	1.55M	—	n/c	1
418	VB Vanguard Morningstar…	0.6%	$25.38M	98.38K	—	n/c	1
419	HOOD Robinhood Markets, Inc.	0.0%	$25.36M	224.10K	—	n/c	1
420	ABNB Airbnb, Inc.	0.0%	$25.33M	186.47K	—	n/c	1
421	CTSH Cognizant Technology…	0.0%	$25.27M	304.45K	—	n/c	1
422	CVS CVS Health Corp.	0.0%	$25.18M	317.22K	—	n/c	1
423	MLM Martin Marietta Materials…	0.0%	$25.12M	40.34K	—	n/c	1
424	EEM iShares MSCI Emerging…	0.1%	$25.04M	457.60K	—	n/c	1
425	GLDM SPDR Gold MiniShares Trust	0.0%	$25.03M	293.19K	—	n/c	1
426	BUFR FT Vest Laddered Buffer ETF	0.0%	$25.01M	730.13K	—	n/c	1
427	BSV Vanguard Short-Term Bond ETF	0.0%	$24.99M	317.13K	—	n/c	1
428	OKE ONEOK, Inc.	0.0%	$24.99M	340.04K	—	n/c	1
429	VIGI Vanguard International…	0.0%	$24.89M	272.16K	—	n/c	1
430	PSQA PALMER SQUARE FUNDS TRUST	0.0%	$24.86M	1.22M	—	n/c	1
431	FIX Comfort Systems USA, Inc.	0.0%	$24.83M	26.57K	—	n/c	1
432	FCX Freeport-McMoRan Inc.	0.0%	$24.79M	487.77K	—	n/c	1
433	IJT iShares S&P Small-Cap 600…	0.0%	$24.78M	175.57K	—	n/c	1
434	EIX Edison International	0.0%	$24.74M	411.87K	—	n/c	1
435	COST Costco Wholesale Corporation	0.4%	$24.63M	28.57K	—	n/c	1
436	JMST JPMorgan Ultra-Short…	0.1%	$24.33M	477.71K	—	n/c	1
437	AMP Ameriprise Financial, Inc.	0.0%	$24.31M	49.55K	—	n/c	1
438	IJS iShares S&P Small-Cap 600…	0.0%	$24.15M	212.36K	—	n/c	1
439	JPST JPMorgan Ultra-Short Income…	0.0%	$24.09M	476.12K	—	n/c	1
440	AZO AutoZone, Inc.	0.0%	$24.07M	7.10K	—	n/c	1
441	ONEY SPDR SERIES TRUST	0.0%	$24.03M	211.62K	—	n/c	1
442	VLO Valero Energy Corporation	0.0%	$23.98M	147.28K	—	n/c	1
443	VIG Vanguard Dividend…	0.4%	$23.81M	108.34K	—	n/c	1
444	XLV State Street Health Care…	0.0%	$23.81M	153.80K	—	n/c	1
445	SLYG State Street SPDR S&P 600…	0.0%	$23.46M	249.08K	—	n/c	1
446	SPEM State Street SPDR Portfolio…	0.1%	$23.46M	501.14K	—	n/c	1
447	IBDR iShares iBonds Dec 2026…	0.0%	$23.40M	965.57K	—	n/c	1
448	FTNT Fortinet, Inc.	0.0%	$23.37M	294.03K	—	n/c	1
449	CMCSA Comcast Corporation	0.0%	$23.26M	777.93K	—	n/c	1
450	SUSA iShares ESG Optimized MSCI…	0.0%	$23.22M	166.54K	—	n/c	1
451	IVE iShares S&P 500 Value ETF	0.3%	$23.02M	108.52K	—	n/c	1
452	ADSK Autodesk, Inc.	0.0%	$22.95M	77.48K	—	n/c	1
453	GBIL Goldman Sachs Access…	0.0%	$22.88M	228.93K	—	n/c	1
454	DFEM Dimensional - Emerging…	0.0%	$22.86M	691.00K	—	n/c	1
455	DFAU Dimensional - US Core…	0.1%	$22.79M	486.89K	—	n/c	1
456	DYNF iShares U.S. Equity Factor…	0.1%	$22.75M	374.10K	—	n/c	1
457	SHEL Shell plc	0.0%	$22.63M	307.97K	—	n/c	1
458	XONA.DE Exxon Mobil Corporation	0.4%	$22.46M	186.58K	—	n/c	1
459	VCRB Vanguard Core Bond ETF	0.0%	$22.24M	285.55K	—	n/c	1
460	RWL Invesco S&P 500 Revenue ETF	0.0%	$22.12M	193.20K	—	n/c	1
461	GII SPDR INDEX SHS FDS	0.0%	$22.11M	316.94K	—	n/c	1
462	IAU iShares Gold Trust	0.1%	$22.10M	272.25K	—	n/c	1
463	TERN Terns Pharmaceuticals, Inc.	0.0%	$21.90M	542.05K	—	n/c	1
464	SCHB Schwab U.S. Broad Market ETF	0.1%	$21.84M	832.69K	—	n/c	1
465	RBLX Roblox Corporation	0.0%	$21.75M	268.21K	—	n/c	1
466	VTHR Vanguard Russell 3000 ETF	0.0%	$21.75M	72.41K	—	n/c	1
467	XLU State Street Utilities…	0.0%	$21.71M	508.53K	—	n/c	1
468	SMH VanEck Semiconductor ETF	0.0%	$21.71M	60.28K	—	n/c	1
469	JPM JPMorgan Chase & Co.	1.2%	$21.69M	67.30K	—	n/c	1
470	IJJ iShares S&P Mid-Cap 400…	0.0%	$21.64M	164.47K	—	n/c	1
471	SPHQ Invesco S&P 500 Quality ETF	0.0%	$21.63M	288.19K	—	n/c	1
472	ZM Zoom Communications, Inc.	0.0%	$21.62M	250.51K	—	n/c	1
473	XLI State Street Industrial…	0.0%	$21.61M	139.31K	—	n/c	1
474	PLTR Palantir Technologies Inc.	0.3%	$21.61M	121.57K	—	n/c	1
475	LLY Eli Lilly and Company	0.8%	$21.55M	20.05K	—	n/c	1
476	JEPI JPMorgan Equity Premium…	0.0%	$21.51M	375.86K	—	n/c	1
477	ORLY O'Reilly Automotive, Inc.	0.0%	$21.44M	235.00K	—	n/c	1
478	ROK Rockwell Automation, Inc.	0.0%	$21.43M	55.05K	—	n/c	1
479	ULTA Ulta Beauty, Inc.	0.0%	$21.39M	35.35K	—	n/c	1
480	WDC Western Digital Corporation	0.0%	$21.36M	123.83K	—	n/c	1
481	MAR Marriott International, Inc.	0.0%	$21.26M	68.51K	—	n/c	1
482	HELO JPMorgan Hedged Equity…	0.0%	$21.12M	317.99K	—	n/c	1
483	UL Unilever PLC	0.0%	$21.07M	322.19K	—	n/c	1
484	MUB iShares National Muni Bond…	0.3%	$21.06M	196.59K	—	n/c	1
485	MEDP Medpace Holdings, Inc.	0.0%	$21.02M	37.38K	—	n/c	1
486	VT Vanguard Total World Stock…	0.1%	$21.01M	148.90K	—	n/c	1
487	IUSB iShares Core Universal USD…	0.9%	$20.69M	444.58K	—	n/c	1
488	TSLA Tesla, Inc.	1.0%	$20.69M	45.94K	—	n/c	1
489	FTSM First Trust Enhanced Short…	0.0%	$20.54M	342.70K	—	n/c	1
490	WT WisdomTree, Inc.	0.2%	$20.49M	229.12K	—	n/c	1
491	AWK American Water Works…	0.0%	$20.48M	156.93K	—	n/c	1
492	NOC Northrop Grumman Corporation	0.0%	$20.47M	35.88K	—	n/c	1
493	DAL Delta Air Lines, Inc.	0.0%	$20.36M	293.39K	—	n/c	1
494	SHV iShares Trust iShares 0-1…	0.0%	$20.34M	184.70K	—	n/c	1
495	IYW iShares U.S. Technology ETF	0.0%	$20.33M	101.81K	—	n/c	1
496	DBND DOUBLELINE ETF TRUST	0.0%	$20.30M	437.89K	—	n/c	1
497	AFL Aflac Incorporated	0.0%	$20.29M	183.92K	—	n/c	1
498	TRV The Travelers Companies…	0.0%	$20.19M	69.56K	—	n/c	1
499	EWX SPDR INDEX SHS FDS	0.0%	$20.10M	306.11K	—	n/c	1
500	PH Parker-Hannifin Corporation	0.0%	$20.02M	22.78K	—	n/c	1

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

持仓持有时长

33660–1 季度

当前各持仓在我们数据窗口内已连续报告的季度数。

相似管理人

管理人	共同持仓	名称重叠	加权相似度
Fifth Third Bancorp	2642	55.0%	0.8606	对比 ⇄
Corient Private Wealth LP	2128	51.6%	0.859	对比 ⇄
Commonwealth Equity Services, Llc	2444	52.3%	0.8434	对比 ⇄
Bank of New York Mellon Corp	2526	51.5%	0.8333	对比 ⇄
Wells Fargo & Company/Mn	3219	53.8%	0.8259	对比 ⇄
Captrust Financial Advisors	2258	54.5%	0.8171	对比 ⇄
Quantinno Capital Management LP	2362	54.4%	0.8149	对比 ⇄
Cerity Partners LLC	2438	59.6%	0.8146	对比 ⇄

仅反映已申报多头仓位的相似度——对冲头寸及非 13F 资产不可见。方法论

申报记录

Aug 13 2026 13F-HR · 期间 Q2 2026

$95.19B · 4,694 持仓 · 查看 SEC 原始申报文件 ↗

May 13 2026 13F-HR · 期间 Q1 2026

$85.65B · 5,619 持仓 · 查看 SEC 原始申报文件 ↗

Feb 13 2026 13F-HR · 期间 Q4 2025

$83.99B · 5,567 持仓 · 查看 SEC 原始申报文件 ↗

Nov 14 2025 13F-HR · 期间 Q3 2025

$77.39B · 5,558 持仓 · 查看 SEC 原始申报文件 ↗

Aug 14 2025 13F-HR · 期间 Q2 2025

$69.28B · 5,449 持仓 · 查看 SEC 原始申报文件 ↗

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

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Mariner, LLC