Hồ sơ lưu nhà quản lý · quý lưu trữ

Mariner, LLC

Overland Park, KS · CIK 1373442 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$85.65BGiá trị 13F được báo cáo

5,619Vị thế

27.2%Tỷ trọng top 10

82.00Danh mục nắm giữ hiệu lực

7.3%Doanh thu ước tính

+346Mới

−335Thoát 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 49.9% (+0.2pp)

Công nghệ 21.9% (-1.6pp)

Chăm sóc sức khỏe 5.3% (+0.0pp)

Hàng tiêu dùng chu kỳ 5.2% (-0.2pp)

Công nghiệp 4.7% (+0.6pp)

Dịch vụ Truyền thông 4.6% (-0.3pp)

Hàng tiêu dùng thiết yếu 3.0% (+0.3pp)

Năng lượng 2.6% (+0.7pp)

Tiện ích 1.1% (+0.2pp)

Vật liệu Cơ bản 1.1% (+0.2pp)

Bất động sản 0.6% (+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 · Q1 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	NVDA NVIDIA Corporation	5.3%	$4.32B	24.80M	+2.7%	▲ Add	2
2	AAPL Apple Inc.	5.2%	$4.16B	16.39M	+2.5%	▲ Add	2
3	IVV iShares Core S&P 500 ETF	4.2%	$3.06B	4.68M	+0.8%	▲ Add	2
4	VEA Vanguard FTSE Developed…	2.7%	$2.15B	33.50M	+7.8%	▲ Add	2
5	MSFT Microsoft Corporation	2.5%	$1.99B	5.39M	+7.7%	▲ Add	2
6	AMZN Amazon.com, Inc.	1.6%	$1.25B	6.01M	+6.7%	▲ Add	2
7	GOOGL Alphabet Inc.	1.6%	$1.24B	4.32M	+5.7%	▲ Add	2
8	AGG iShares Core U.S. Aggregate…	1.6%	$1.07B	10.82M	+14.0%	▲ Add	2
9	AVGO Broadcom Inc.	1.3%	$1.04B	3.36M	-8.4%	▼ Trim	2
10	IJH iShares Core S&P Mid-Cap ETF	1.3%	$1.03B	15.25M	+7.1%	▲ Add	2
11	JPM JPMorgan Chase & Co.	1.1%	$869.93M	2.96M	+1.9%	▲ Add	2
12	SPY State Street SPDR S&P 500…	1.1%	$844.98M	1.30M	-0.1%	▼ Trim	2
13	VTV Vanguard Morningstar Value…	1.2%	$786.36M	4.01M	+0.1%	▲ Add	2
14	META Meta Platforms, Inc.	0.9%	$762.96M	1.33M	-3.0%	▼ Trim	2
15	VUG Vanguard Morningstar Growth…	1.0%	$757.90M	1.74M	+3.6%	▲ Add	2
16	IEFA iShares Core MSCI EAFE ETF	1.0%	$728.83M	8.06M	+0.2%	▲ Add	2
17	IUSB iShares Core Universal USD…	1.0%	$727.59M	15.75M	+17.5%	▲ Add	2
18	GOOG Alphabet Inc.	0.9%	$670.81M	2.34M	+7.7%	▲ Add	2
19	VWO Vanguard FTSE Emerging…	0.9%	$645.50M	11.95M	+7.5%	▲ Add	2
20	TSLA Tesla, Inc.	0.8%	$639.61M	1.72M	+2.9%	▲ Add	2
21	LLY Eli Lilly and Company	0.7%	$613.78M	667.51K	+4.5%	▲ Add	2
22	WMT Walmart Inc.	0.7%	$576.14M	4.64M	+4.8%	▲ Add	2
23	VO Vanguard Morningstar…	0.7%	$567.02M	1.97M	+6.3%	▲ Add	2
24	BRK-B Berkshire Hathaway Inc.	0.7%	$551.31M	1.15M	+3.3%	▲ Add	2
25	VB Vanguard Morningstar…	0.7%	$542.05M	2.07M	+12.7%	▲ Add	2
26	IEMG iShares Core MSCI Emerging…	0.7%	$521.79M	7.49M	+4.3%	▲ Add	2
27	QQQ Invesco QQQ Trust, Series 1	0.8%	$517.35M	896.54K	+2.9%	▲ Add	2
28	APO Apollo Global Management…	0.6%	$516.84M	4.64M	+90.9%	▲ Add	2
29	SCHG Schwab U.S. Large-Cap…	0.7%	$496.10M	17.03M	-1.6%	▼ Trim	2
30	VTI Vanguard Morningstar Total…	0.7%	$493.66M	1.54M	+3.7%	▲ Add	2
31	GLW Corning Inc	0.6%	$470.00M	3.46M	+1.2%	▲ Add	2
32	GEV GE Vernova Inc.	0.6%	$468.49M	537.07K	+10.6%	▲ Add	2
33	JNJ Johnson & Johnson	0.6%	$439.94M	1.80M	+1.5%	▲ Add	2
34	PG The Procter & Gamble Company	0.5%	$404.43M	2.80M	+3.8%	▲ Add	2
35	COST Costco Wholesale Corporation	0.5%	$386.29M	387.68K	+10.3%	▲ Add	2
36	XONA.DE Exxon Mobil Corporation	0.5%	$378.19M	2.23M	+1.1%	▲ Add	2
37	AMGN Amgen Inc.	0.4%	$363.39M	1.03M	+0.5%	▲ Add	2
38	VOO Vanguard S&P 500 ETF	0.6%	$354.49M	593.31K	+4.6%	▲ Add	2
39	IVW iShares S&P 500 Growth ETF	0.5%	$349.38M	3.09M	-2.7%	▼ Trim	2
40	HD The Home Depot, Inc.	0.4%	$345.33M	1.05M	-0.2%	▼ Trim	2
41	MRK Merck & Co., Inc.	0.4%	$316.15M	2.63M	+1.5%	▲ Add	2
42	CVX Chevron Corporation	0.4%	$308.04M	1.49M	+2.6%	▲ Add	2
43	MA Mastercard Incorporated	0.4%	$300.03M	600.50K	-2.1%	▼ Trim	2
44	PNC The PNC Financial Services…	0.4%	$295.44M	1.42M	+6.1%	▲ Add	2
45	EFA iShares MSCI EAFE ETF	0.4%	$293.78M	3.03M	-4.6%	▼ Trim	2
46	V Visa Inc.	0.4%	$291.72M	965.27K	+4.8%	▲ Add	2
47	NEE NextEra Energy, Inc.	0.3%	$286.79M	3.09M	+0.8%	▲ Add	2
48	IVV iShares Core S&P 500 ETF	4.2%	$277.85M	425.39K	+0.8%	▲ Add	2
49	ABBV AbbVie Inc.	0.3%	$265.90M	1.22M	-4.0%	▼ Trim	2
50	PLTR Palantir Technologies Inc.	0.3%	$259.55M	1.77M	+56.7%	▲ Add	2
51	TJX The TJX Companies, Inc.	0.3%	$259.28M	1.62M	+11.4%	▲ Add	2
52	VIG Vanguard Dividend…	0.3%	$256.15M	1.19M	-2.1%	▼ Trim	2
53	BRK-A Berkshire Hathaway Inc.	0.3%	$250.63M	349	+1.2%	▲ Add	2
54	NDAQ Nasdaq, Inc.	0.3%	$248.53M	2.93M	+3.3%	▲ Add	2
55	MCD McDonald's Corporation	0.3%	$244.86M	787.93K	-1.0%	▼ Trim	2
56	SCHX Schwab U.S. Large-Cap ETF	0.3%	$235.49M	9.19M	+1.4%	▲ Add	2
57	NFLX Netflix, Inc.	0.3%	$234.21M	2.44M	+62.8%	▲ Add	2
58	SCHV Schwab U.S. Large-Cap Value…	0.3%	$231.93M	7.61M	+0.8%	▲ Add	2
59	CRWD CrowdStrike Holdings, Inc.	0.3%	$231.88M	594.12K	+16.2%	▲ Add	2
60	SCHF Schwab International Equity…	0.3%	$221.23M	8.94M	+11.7%	▲ Add	2
61	PSX Phillips 66	0.3%	$216.72M	1.19M	+3.6%	▲ Add	2
62	LIN Linde plc	0.3%	$215.51M	434.68K	+13.0%	▲ Add	2
63	SYK Stryker Corporation	0.3%	$209.55M	637.77K	+19.8%	▲ Add	2
64	JCPB JPMorgan Core Plus Bond ETF	0.3%	$204.42M	4.34M	+30.1%	▲ Add	2
65	SCHD Schwab U.S. Dividend Equity…	0.3%	$203.40M	6.63M	+10.2%	▲ Add	2
66	CAT Caterpillar Inc.	0.3%	$202.79M	286.27K	-0.7%	▼ Trim	2
67	IXUS iShares Core MSCI Total…	0.2%	$200.51M	2.33M	-4.7%	▼ Trim	2
68	IVE iShares S&P 500 Value ETF	0.3%	$199.05M	943.05K	-5.4%	▼ Trim	2
69	AAPL Apple Inc.	5.2%	$198.05M	780.38K	+2.5%	▲ Add	2
70	IJR iShares Core S&P Small-Cap…	0.3%	$197.18M	1.59M	-0.4%	▼ Trim	2
71	TDY Teledyne Technologies…	0.2%	$196.50M	324.94K	+4.7%	▲ Add	2
72	SCHW The Charles Schwab…	0.2%	$194.45M	2.07M	+282.5%	▲ Add	2
73	CDNS Cadence Design Systems, Inc.	0.2%	$192.66M	693.56K	-1.4%	▼ Trim	2
74	FAST Fastenal Company	0.2%	$192.11M	4.14M	+161.8%	▲ Add	2
75	IWB iShares Russell 1000 ETF	0.2%	$190.82M	535.17K	+6.2%	▲ Add	2
76	MUB iShares National Muni Bond…	0.3%	$188.38M	1.77M	+2.9%	▲ Add	2
77	IEI iShares 3-7 Year Treasury…	0.3%	$184.81M	1.56M	+311.6%	▲ Add	2
78	DGRO iShares Core Dividend…	0.2%	$182.08M	2.59M	+4.6%	▲ Add	2
79	VNQ Vanguard Real Estate ETF	0.2%	$180.35M	2.03M	+6.7%	▲ Add	2
80	LRCX Lam Research Corporation	0.2%	$179.02M	837.97K	-1.4%	▼ Trim	2
81	KLAC KLA Corporation	0.2%	$178.07M	121.01K	-18.6%	▼ Trim	2
82	IWF iShares Russell 1000 Growth…	0.3%	$176.03M	413.03K	-2.9%	▼ Trim	2
83	CSCO Cisco Systems, Inc.	0.2%	$170.37M	2.20M	+0.4%	▲ Add	2
84	TT Trane Technologies plc	0.2%	$168.58M	404.62K	-1.4%	▼ Trim	2
85	TSM Taiwan Semiconductor…	0.2%	$168.20M	498.26K	+0.2%	▲ Add	2
86	P Everpure, Inc.	0.2%	$162.69M	2.76M	+4.2%	▲ Add	2
87	GLD SPDR Gold Shares	0.2%	$162.09M	376.94K	+5.5%	▲ Add	2
88	IWY iShares Russell Top 200…	0.4%	$160.39M	644.63K	-4.9%	▼ Trim	2
89	MU Micron Technology, Inc.	0.2%	$159.88M	473.28K	+43.3%	▲ Add	2
90	IVV iShares Core S&P 500 ETF	4.2%	$159.43M	244.07K	+0.8%	▲ Add	2
91	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$157.92M	3.17M	+7.8%	▲ Add	2
92	GS The Goldman Sachs Group…	0.2%	$157.84M	186.68K	+9.2%	▲ Add	2
93	AGG iShares Core U.S. Aggregate…	1.6%	$157.32M	1.58M	+14.0%	▲ Add	2
94	NVDA NVIDIA Corporation	5.3%	$156.87M	899.47K	+2.7%	▲ Add	2
95	BSX Boston Scientific…	0.2%	$153.47M	2.45M	+476.3%	▲ Add	2
96	BIV Vanguard Intermediate-Term…	0.2%	$153.25M	1.99M	+6.5%	▲ Add	2
97	IWM iShares Russell 2000 ETF	0.2%	$152.56M	615.17K	+0.4%	▲ Add	2
98	AMAT Applied Materials, Inc.	0.2%	$152.03M	444.93K	+62.6%	▲ Add	2
99	T AT&T Inc.	0.2%	$151.78M	5.24M	-2.2%	▼ Trim	2
100	KO The Coca-Cola Company	0.2%	$150.74M	1.98M	+9.4%	▲ Add	2
101	PEP PepsiCo, Inc.	0.2%	$149.07M	959.96K	+5.3%	▲ Add	2
102	VV Vanguard Morningstar…	0.2%	$148.23M	496.35K	+2.7%	▲ Add	2
103	MS Morgan Stanley	0.2%	$142.80M	867.78K	+2.4%	▲ Add	2
104	DUK Duke Energy Corporation	0.2%	$142.22M	1.09M	-3.1%	▼ Trim	2
105	GE GE Aerospace	0.2%	$141.57M	498.96K	+40.0%	▲ Add	2
106	ORCL Oracle Corporation	0.2%	$139.80M	950.61K	-7.9%	▼ Trim	2
107	IWY iShares Russell Top 200…	0.4%	$135.18M	543.24K	-4.9%	▼ Trim	2
108	WM Waste Management, Inc.	0.2%	$134.33M	584.59K	-2.0%	▼ Trim	2
109	LDOS Leidos Holdings, Inc.	0.2%	$133.44M	858.07K	-4.1%	▼ Trim	2
110	MPC Marathon Petroleum…	0.2%	$132.52M	542.46K	+0.3%	▲ Add	2
111	DFAI Dimensional - International…	0.2%	$131.81M	3.38M	+10.9%	▲ Add	2
112	JAAA Janus Henderson AAA CLO ETF	0.2%	$131.39M	2.61M	+0.3%	▲ Add	2
113	PRF Invesco RAFI US 1000 ETF	0.2%	$130.10M	2.74M	-4.8%	▼ Trim	2
114	ETN Eaton Corporation plc	0.2%	$130.05M	363.82K	+1.3%	▲ Add	2
115	AMD Advanced Micro Devices, Inc.	0.2%	$129.69M	637.57K	+18.2%	▲ Add	2
116	VOO Vanguard S&P 500 ETF	0.6%	$129.67M	217.06K	+4.6%	▲ Add	2
117	BLK BlackRock, Inc.	0.2%	$129.43M	134.61K	+10.6%	▲ Add	2
118	CMI Cummins Inc.	0.2%	$127.93M	237.78K	+10.5%	▲ Add	2
119	DFAE Dimensional - Emerging Core…	0.2%	$127.50M	3.77M	+2.8%	▲ Add	2
120	IUSB iShares Core Universal USD…	1.0%	$126.04M	2.73M	+17.5%	▲ Add	2
121	IBM International Business…	0.2%	$122.88M	506.99K	+6.8%	▲ Add	2
122	MCK McKesson Corporation	0.1%	$122.81M	141.93K	+6.7%	▲ Add	2
123	BAC Bank of America Corporation	0.2%	$122.62M	2.52M	+5.5%	▲ Add	2
124	VTV Vanguard Morningstar Value…	1.2%	$122.55M	624.60K	+0.1%	▲ Add	2
125	ANET Arista Networks, Inc.	0.1%	$121.72M	992.22K	+4.4%	▲ Add	2
126	AGG iShares Core U.S. Aggregate…	1.6%	$121.58M	1.22M	+14.0%	▲ Add	2
127	TXN Texas Instruments…	0.1%	$120.99M	623.25K	-16.8%	▼ Trim	2
128	LOW Lowe's Companies, Inc.	0.1%	$120.62M	510.51K	-1.8%	▼ Trim	2
129	EXPE Expedia Group, Inc.	0.1%	$119.56M	517.91K	-3.5%	▼ Trim	2
130	SPYM State Street SPDR Portfolio…	0.2%	$118.35M	1.55M	+6.3%	▲ Add	2
131	AAPL Apple Inc.	5.2%	$117.18M	461.80K	+2.5%	▲ Add	2
132	SPDW State Street SPDR Portfolio…	0.2%	$116.07M	2.54M	-4.0%	▼ Trim	2
133	IGF iShares Global…	0.1%	$116.00M	1.73M	+6.8%	▲ Add	2
134	BKNG Booking Holdings Inc.	0.1%	$115.97M	27.55K	+6.1%	▲ Add	2
135	VEA Vanguard FTSE Developed…	2.7%	$114.12M	1.78M	+7.8%	▲ Add	2
136	ITOT iShares Core S&P Total U.S.…	0.2%	$111.91M	789.67K	-3.8%	▼ Trim	2
137	XLK State Street Technology…	0.2%	$111.65M	841.48K	-3.5%	▼ Trim	2
138	UNH UnitedHealth Group…	0.1%	$110.33M	407.78K	+1.5%	▲ Add	2
139	KMI Kinder Morgan, Inc.	0.1%	$109.97M	3.28M	+11.0%	▲ Add	2
140	VOE Vanguard Morningstar…	0.1%	$106.32M	577.18K	-2.9%	▼ Trim	2
141	DASH DoorDash, Inc.	0.1%	$105.54M	702.98K	+36.0%	▲ Add	2
142	MINT PIMCO Enhanced Short…	0.2%	$103.69M	1.03M	+150.9%	▲ Add	2
143	CME CME Group Inc.	0.1%	$103.58M	350.71K	+4.6%	▲ Add	2
144	SCHB Schwab U.S. Broad Market ETF	0.1%	$103.28M	4.12M	+12.2%	▲ Add	2
145	HON Honeywell International Inc.	0.1%	$100.24M	443.51K	+19.9%	▲ Add	2
146	PFF iShares Preferred and…	0.1%	$99.40M	3.28M	-9.8%	▼ Trim	2
147	UBER Uber Technologies, Inc.	0.1%	$98.63M	1.37M	+9.8%	▲ Add	2
148	MRSH Marsh & McLennan Companies…	0.1%	$98.09M	565.52K	+33.2%	▲ Add	2
149	BND Vanguard Total Bond Market…	0.2%	$98.04M	1.33M	+25.5%	▲ Add	2
150	IAU iShares Gold Trust	0.1%	$96.91M	1.10M	-4.2%	▼ Trim	2
151	QQQ Invesco QQQ Trust, Series 1	0.8%	$96.10M	166.50K	+2.9%	▲ Add	2
152	SCHA Schwab U.S. Small-Cap ETF	0.1%	$95.79M	3.29M	+16.3%	▲ Add	2
153	ADI Analog Devices, Inc.	0.1%	$94.35M	296.73K	+111.5%	▲ Add	2
154	C Citigroup Inc.	0.1%	$93.29M	823.15K	+6.0%	▲ Add	2
155	REGN Regeneron Pharmaceuticals…	0.1%	$92.93M	120.33K	+30.2%	▲ Add	2
156	IEFA iShares Core MSCI EAFE ETF	1.0%	$92.48M	1.02M	+0.2%	▲ Add	2
157	RTX RTX Corporation	0.1%	$91.99M	476.95K	+16.2%	▲ Add	2
158	BMY Bristol-Myers Squibb Company	0.1%	$91.93M	1.52M	+29.7%	▲ Add	2
159	DFUS Dimensional U.S. Equity ETF	0.2%	$91.64M	1.29M	+10.4%	▲ Add	2
160	NOW ServiceNow, Inc.	0.1%	$91.34M	873.65K	-54.4%	▼ Trim	2
161	ACN Accenture plc	0.1%	$90.84M	458.13K	-2.8%	▼ Trim	2
162	VBR Vanguard Morningstar…	0.1%	$90.08M	414.92K	+0.5%	▲ Add	2
163	AMZN Amazon.com, Inc.	1.6%	$89.67M	430.57K	+6.7%	▲ Add	2
164	PANW Palo Alto Networks, Inc.	0.1%	$88.91M	554.91K	-13.5%	▼ Trim	2
165	IVOV VANGUARD ADMIRAL FDS INC	0.1%	$87.94M	862.57K	-0.7%	▼ Trim	2
166	VYMI Vanguard International High…	0.1%	$87.21M	925.76K	+7.9%	▲ Add	2
167	LMT Lockheed Martin Corporation	0.1%	$86.04M	142.37K	+12.7%	▲ Add	2
168	SUB iShares Short-Term National…	0.1%	$85.61M	803.86K	+1.1%	▲ Add	2
169	ASML ASML Holding N.V.	0.1%	$85.19M	64.53K	-0.8%	▼ Trim	2
170	VT Vanguard Total World Stock…	0.1%	$84.21M	610.38K	+11.5%	▲ Add	2
171	MSFT Microsoft Corporation	2.5%	$84.09M	227.16K	+7.7%	▲ Add	2
172	NET Cloudflare, Inc.	0.1%	$84.06M	407.42K	+128.4%	▲ Add	2
173	DFUS Dimensional U.S. Equity ETF	0.2%	$83.55M	1.18M	+10.4%	▲ Add	2
174	IWR iShares Russell Mid-Cap ETF	0.2%	$82.98M	853.43K	-1.5%	▼ Trim	2
175	IWR iShares Russell Mid-Cap ETF	0.2%	$82.84M	852.01K	-1.5%	▼ Trim	2
176	IVV iShares Core S&P 500 ETF	4.2%	$82.49M	126.28K	+0.8%	▲ Add	2
177	IWD iShares Russell 1000 Value…	0.1%	$82.46M	385.94K	-10.0%	▼ Trim	2
178	DE Deere & Company	0.1%	$82.08M	145.74K	+12.6%	▲ Add	2
179	EQIX Equinix, Inc.	0.1%	$81.56M	83.22K	+13.0%	▲ Add	2
180	USMV iShares MSCI USA Min Vol…	0.1%	$81.51M	878.90K	+1.9%	▲ Add	2
181	GILD Gilead Sciences, Inc.	0.1%	$81.40M	584.10K	-6.4%	▼ Trim	2
182	DHR Danaher Corporation	0.1%	$80.42M	424.16K	+28.0%	▲ Add	2
183	QQQM Invesco NASDAQ 100 ETF	0.1%	$80.36M	338.20K	+8.8%	▲ Add	2
184	IWP iShares Russell Mid-Cap…	0.1%	$79.49M	620.45K	+1.3%	▲ Add	2
185	IVOG VANGUARD ADMIRAL FDS INC	0.1%	$79.47M	635.63K	-0.1%	▼ Trim	2
186	BIL State Street SPDR Bloomberg…	0.1%	$79.40M	866.41K	+34.3%	▲ Add	2
187	NVDA NVIDIA Corporation	5.3%	$79.11M	454.28K	+2.7%	▲ Add	2
188	APH Amphenol Corporation	0.1%	$79.06M	625.81K	+6.6%	▲ Add	2
189	CRM Salesforce, Inc.	0.1%	$78.81M	422.23K	+31.8%	▲ Add	2
190	CB Chubb Limited	0.1%	$78.06M	239.50K	+7.9%	▲ Add	2
191	SPYV State Street SPDR Portfolio…	0.1%	$77.94M	1.38M	-0.7%	▼ Trim	2
192	VYM Vanguard High Dividend…	0.1%	$77.94M	526.61K	+2.3%	▲ Add	2
193	TFLO iShares Treasury Floating…	0.1%	$77.83M	1.54M	-0.6%	▼ Trim	2
194	RSP Invesco S&P 500 Equal…	0.1%	$76.41M	398.25K	+12.7%	▲ Add	2
195	AMT American Tower Corporation	0.1%	$75.44M	437.20K	-5.3%	▼ Trim	2
196	SCHM Schwab U.S. Mid-Cap ETF	0.1%	$74.74M	2.41M	+23.7%	▲ Add	2
197	IDEV iShares Core MSCI…	0.1%	$73.17M	875.61K	+0.5%	▲ Add	2
198	SPY State Street SPDR S&P 500…	1.1%	$72.69M	111.82K	-0.1%	▼ Trim	2
199	PM Philip Morris International…	0.1%	$71.92M	435.01K	+4.3%	▲ Add	2
200	AZN AstraZeneca PLC	0.1%	$71.02M	360.27K	+7.8% ✂	▲ Add	2
201	TGT Target Corporation	0.1%	$71.01M	585.91K	+192.0%	▲ Add	2
202	FDX FedEx Corporation	0.1%	$70.81M	198.85K	+20.0%	▲ Add	2
203	DG Dollar General Corporation	0.1%	$70.37M	592.69K	+4.6%	▲ Add	2
204	PGR The Progressive Corporation	0.1%	$69.86M	352.39K	-47.8%	▼ Trim	2
205	CGDV Capital Group Dividend…	0.1%	$69.82M	1.64M	-8.8%	▼ Trim	2
206	CINF Cincinnati Financial…	0.1%	$69.32M	440.52K	-0.6%	▼ Trim	2
207	ABT Abbott Laboratories	0.1%	$68.11M	663.42K	-60.6%	▼ Trim	2
208	IGSB iShares 1-5 Year Investment…	0.1%	$67.69M	1.29M	+2.4%	▲ Add	2
209	QCOM QUALCOMM Incorporated	0.1%	$67.60M	524.99K	-0.9%	▼ Trim	2
210	WFC Wells Fargo & Company	0.1%	$67.38M	846.45K	+3.0%	▲ Add	2
211	GSK GSK plc	0.1%	$66.26M	1.20M	-0.4%	▼ Trim	2
212	DFAC Dimensional - US Core…	0.2%	$66.15M	1.70M	+9.4%	▲ Add	2
213	MPLX MPLX Lp	0.1%	$65.32M	1.14M	-0.1%	▼ Trim	2
214	EMR Emerson Electric Co.	0.1%	$65.17M	497.47K	-2.3%	▼ Trim	2
215	NEM Newmont Corporation	0.1%	$64.43M	595.24K	+6.1%	▲ Add	2
216	INTU Intuit Inc.	0.1%	$64.38M	148.90K	+21.7%	▲ Add	2
217	VCSH Vanguard Short-Term…	0.1%	$64.28M	810.89K	+6.8%	▲ Add	2
218	ISTB iShares Core 1-5 Year USD…	0.1%	$64.00M	1.32M	+2.8%	▲ Add	2
219	VIOO Vanguard S&P Small-Cap 600…	0.1%	$63.74M	555.07K	-3.3%	▼ Trim	2
220	GOOGL Alphabet Inc.	1.6%	$63.29M	220.10K	+5.7%	▲ Add	2
221	SCHG Schwab U.S. Large-Cap…	0.7%	$62.61M	2.15M	-1.6%	▼ Trim	2
222	TMO Thermo Fisher Scientific…	0.1%	$62.06M	126.26K	-13.2%	▼ Trim	2
223	PLD Prologis, Inc.	0.1%	$62.00M	469.09K	-1.6%	▼ Trim	2
224	BKR Baker Hughes Company	0.1%	$61.81M	1.01M	+1.9%	▲ Add	2
225	URI United Rentals, Inc.	0.1%	$61.70M	84.73K	+11.8%	▲ Add	2
226	AEP American Electric Power…	0.1%	$61.48M	469.04K	-4.8%	▼ Trim	2
227	MDY State Street SPDR S&P…	0.1%	$61.43M	99.79K	+2.1%	▲ Add	2
228	SPDW State Street SPDR Portfolio…	0.2%	$61.14M	1.34M	-4.0%	▼ Trim	2
229	VWO Vanguard FTSE Emerging…	0.9%	$60.86M	1.13M	+7.5%	▲ Add	2
230	ISRG Intuitive Surgical, Inc.	0.1%	$60.59M	131.44K	+13.0%	▲ Add	2
231	EEM iShares MSCI Emerging…	0.1%	$60.42M	1.06M	+2.4%	▲ Add	2
232	IFRA iShares U.S. Infrastructure…	0.1%	$59.87M	1.05M	+3.0%	▲ Add	2
233	AXP American Express Company	0.1%	$59.85M	197.88K	-23.3%	▼ Trim	2
234	DFAC Dimensional - US Core…	0.2%	$59.38M	1.53M	+9.4%	▲ Add	2
235	VZ Verizon Communications Inc.	0.1%	$59.29M	1.18M	+13.3%	▲ Add	2
236	SPYG State Street SPDR Portfolio…	0.2%	$59.22M	604.82K	-9.1%	▼ Trim	2
237	APD Air Products and Chemicals…	0.1%	$58.95M	202.93K	+15.0%	▲ Add	2
238	MMM 3M Company	0.1%	$58.39M	402.04K	+1.4%	▲ Add	2
239	MO Altria Group, Inc.	0.1%	$58.27M	882.99K	-5.8%	▼ Trim	2
240	HDV iShares Core High Dividend…	0.1%	$58.12M	428.28K	+2.7%	▲ Add	2
241	SHW The Sherwin-Williams Company	0.1%	$58.09M	181.21K	+3.6%	▲ Add	2
242	NKE NIKE, Inc.	0.1%	$57.94M	1.10M	+12.2%	▲ Add	2
243	IEMG iShares Core MSCI Emerging…	0.7%	$57.51M	824.77K	+4.3%	▲ Add	2
244	UPS United Parcel Service, Inc.	0.1%	$57.36M	583.04K	-20.7%	▼ Trim	2
245	MSFT Microsoft Corporation	2.5%	$57.34M	155.06K	+7.7%	▲ Add	2
246	MGK Vanguard Morningstar Mega…	0.1%	$57.29M	155.98K	+4.9%	▲ Add	2
247	SPY State Street SPDR S&P 500…	1.1%	$57.03M	87.69K	-0.1%	▼ Trim	2
248	SPYG State Street SPDR Portfolio…	0.2%	$57.00M	582.15K	-9.1%	▼ Trim	2
249	QUAL iShares MSCI USA Quality…	0.1%	$56.85M	296.37K	-4.7%	▼ Trim	2
250	MDT Medtronic plc	0.1%	$56.73M	654.76K	-10.2%	▼ Trim	2
251	VTI Vanguard Morningstar Total…	0.7%	$56.45M	175.95K	+3.7%	▲ Add	2
252	SPEM State Street SPDR Portfolio…	0.1%	$56.25M	1.20M	+4.8%	▲ Add	2
253	UNP Union Pacific Corporation	0.1%	$56.20M	231.65K	-4.7%	▼ Trim	2
254	VRTX Vertex Pharmaceuticals…	0.1%	$56.12M	125.70K	+2.4%	▲ Add	2
255	IMTB ISHARES TR	0.1%	$55.89M	1.28M	+11.3%	▲ Add	2
256	SPGI S&P Global Inc.	0.1%	$55.53M	130.56K	-4.2%	▼ Trim	2
257	GD General Dynamics Corporation	0.1%	$55.33M	161.20K	+15.8%	▲ Add	2
258	FIX Comfort Systems USA, Inc.	0.1%	$55.18M	40.02K	+40.2%	▲ Add	2
259	VBK Vanguard Morningstar…	0.1%	$55.01M	182.02K	+0.6%	▲ Add	2
260	AME AMETEK, Inc.	0.1%	$54.77M	255.52K	+8.8%	▲ Add	2
261	INTC Intel Corp.	0.1%	$54.54M	1.24M	-2.2%	▼ Trim	2
262	RDVY First Trust Rising Dividend…	0.1%	$54.04M	791.48K	-1.0%	▼ Trim	2
263	NTAP NetApp, Inc.	0.1%	$53.10M	518.64K	-8.9%	▼ Trim	2
264	VGT Vanguard Information…	0.1%	$52.82M	75.70K	+4.4%	▲ Add	2
265	FFLC FIDELITY COVINGTON TRUST	0.1%	$52.67M	1.03M	+2.9%	▲ Add	2
266	HFXI NYLI FTSE International…	0.1%	$52.53M	1.56M	-7.0%	▼ Trim	2
267	EMXC iShares MSCI Emerging…	0.1%	$52.24M	664.11K	+4.8%	▲ Add	2
268	KKR KKR & Co. Inc.	0.1%	$51.53M	557.12K	+20.8%	▲ Add	2
269	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$50.55M	1.01M	+7.8%	▲ Add	2
270	IEI iShares 3-7 Year Treasury…	0.3%	$50.44M	425.29K	+311.6%	▲ Add	2
271	EFV iShares MSCI EAFE Value ETF	0.1%	$50.21M	675.33K	+2.5%	▲ Add	2
272	VWO Vanguard FTSE Emerging…	0.9%	$50.17M	928.38K	+7.5%	▲ Add	2
273	VOO Vanguard S&P 500 ETF	0.6%	$49.93M	83.56K	+4.6%	▲ Add	2
274	PCG PG&E Corporation	0.1%	$49.14M	2.80M	+69.4%	▲ Add	2
275	ITW Illinois Tool Works Inc.	0.1%	$48.80M	187.49K	+4.4%	▲ Add	2
276	AMZN Amazon.com, Inc.	1.6%	$48.28M	231.94K	+6.7%	▲ Add	2
277	IWY iShares Russell Top 200…	0.4%	$48.03M	193.00K	-4.9%	▼ Trim	2
278	VTV Vanguard Morningstar Value…	1.2%	$47.76M	243.44K	+0.1%	▲ Add	2
279	DIS The Walt Disney Company	0.1%	$47.63M	494.24K	-8.0%	▼ Trim	2
280	CMF iShares California Muni…	0.1%	$47.52M	835.85K	+1.4%	▲ Add	2
281	OMFL Invesco Russell 1000…	0.1%	$47.44M	789.14K	-4.8%	▼ Trim	2
282	SCHE Schwab Emerging Markets…	0.1%	$47.06M	1.43M	+2.5%	▲ Add	2
283	DVY iShares Select Dividend ETF	0.1%	$47.06M	310.84K	-1.4%	▼ Trim	2
284	PSQA PALMER SQUARE FUNDS TR	0.1%	$46.87M	2.29M	+87.9%	▲ Add	2
285	WDC Western Digital Corporation	0.1%	$46.74M	172.83K	+33.5%	▲ Add	2
286	COP ConocoPhillips	0.1%	$46.66M	353.43K	+5.1%	▲ Add	2
287	IEFA iShares Core MSCI EAFE ETF	1.0%	$46.64M	515.21K	+0.2%	▲ Add	2
288	QUAL iShares MSCI USA Quality…	0.1%	$46.52M	242.52K	-4.7%	▼ Trim	2
289	DFIC Dimensional - International…	0.1%	$46.48M	1.31M	+6.5%	▲ Add	2
290	OEF iShares S&P 100 ETF	0.1%	$46.45M	146.46K	-27.4%	▼ Trim	2
291	BA The Boeing Company	0.1%	$46.36M	232.97K	+33.7%	▲ Add	2
292	CI Cigna Corporation	0.1%	$46.31M	173.62K	+45.4%	▲ Add	2
293	BX Blackstone Inc.	0.1%	$46.18M	401.64K	-1.0%	▼ Trim	2
294	PFE Pfizer Inc.	0.1%	$45.94M	1.64M	+7.4%	▲ Add	2
295	SYY Sysco Corporation	0.1%	$45.89M	643.32K	-33.5%	▼ Trim	2
296	AVUV Avantis U.S. Small Cap…	0.1%	$45.38M	410.83K	+27.9%	▲ Add	2
297	EIX Edison International	0.1%	$45.38M	620.20K	+49.9%	▲ Add	2
298	PRU Prudential Financial, Inc.	0.1%	$45.28M	463.56K	+1.9%	▲ Add	2
299	VUG Vanguard Morningstar Growth…	1.0%	$45.11M	103.30K	+3.6%	▲ Add	2
300	SCHV Schwab U.S. Large-Cap Value…	0.3%	$45.06M	1.48M	+0.8%	▲ Add	2
301	EPD Enterprise Products…	0.1%	$44.92M	1.19M	-1.6%	▼ Trim	2
302	FNDF Schwab Fundamental…	0.1%	$44.83M	916.29K	+4.8%	▲ Add	2
303	PAYX Paychex, Inc.	0.1%	$44.73M	485.59K	+4.2%	▲ Add	2
304	VRT Vertiv Holdings Co	0.1%	$44.40M	177.24K	+32.4%	▲ Add	2
305	VXUS Vanguard Total…	0.1%	$44.38M	575.65K	+32.1%	▲ Add	2
306	ICSH iShares Ultra Short…	0.1%	$44.27M	874.53K	-23.7%	▼ Trim	2
307	MAR Marriott International, Inc.	0.1%	$44.25M	135.39K	+84.4%	▲ Add	2
308	MPWR Monolithic Power Systems…	0.1%	$43.84M	40.18K	+1438.2%	▲ Add	2
309	IQLT iShares MSCI Intl Quality…	0.1%	$43.80M	947.47K	+20.8%	▲ Add	2
310	VTI Vanguard Morningstar Total…	0.7%	$43.71M	136.24K	+3.7%	▲ Add	2
311	HCA HCA Healthcare, Inc.	0.1%	$43.65M	92.25K	-3.5%	▼ Trim	2
312	SPYM State Street SPDR Portfolio…	0.2%	$42.90M	562.51K	+6.3%	▲ Add	2
313	VOT Vanguard Morningstar…	0.1%	$42.59M	165.49K	+0.3%	▲ Add	2
314	BND Vanguard Total Bond Market…	0.2%	$42.52M	577.50K	+25.5%	▲ Add	2
315	SBUX Starbucks Corporation	0.1%	$42.49M	474.28K	-16.8%	▼ Trim	2
316	PAVE Global X - U.S.…	0.1%	$42.28M	832.07K	+3.8%	▲ Add	2
317	JEPQ JPMorgan Nasdaq Equity…	0.1%	$42.02M	756.81K	+69.7%	▲ Add	2
318	VMC Vulcan Materials Company	0.1%	$41.95M	154.17K	-7.5%	▼ Trim	2
319	SPSB State Street SPDR Portfolio…	0.1%	$41.79M	1.39M	+11.4%	▲ Add	2
320	IJH iShares Core S&P Mid-Cap ETF	1.3%	$41.62M	616.48K	+7.1%	▲ Add	2
321	VXF Vanguard Extended Market ETF	0.1%	$41.61M	202.22K	+0.5%	▲ Add	2
322	VOOG Vanguard S&P 500 Growth ETF	0.1%	$41.15M	100.93K	+3.1%	▲ Add	2
323	VCIT Vanguard Intermediate-Term…	0.1%	$40.67M	491.65K	+27.9%	▲ Add	2
324	TSLA Tesla, Inc.	0.8%	$40.66M	109.38K	+2.9%	▲ Add	2
325	DELL Dell Technologies Inc.	0.1%	$40.56M	247.10K	+16.2%	▲ Add	2
326	DFAT Dimensional - US Targeted…	0.1%	$40.49M	648.59K	+1.9%	▲ Add	2
327	TMUS T-Mobile US, Inc.	0.1%	$40.46M	192.61K	-78.0%	▼ Trim	2
328	VLO Valero Energy Corporation	0.1%	$40.43M	163.62K	+10.6%	▲ Add	2
329	FTI TechnipFMC plc	0.0%	$40.42M	584.70K	+49.4%	▲ Add	2
330	WMB The Williams Companies, Inc.	0.0%	$39.99M	549.40K	+0.5%	▲ Add	2
331	ABNB Airbnb, Inc.	0.0%	$39.88M	315.82K	+67.0%	▲ Add	2
332	GM General Motors Company	0.0%	$39.77M	533.83K	+35.3%	▲ Add	2
333	SNOW Snowflake Inc.	0.1%	$39.74M	263.47K	+28.0%	▲ Add	2
334	DFLV Dimensional - US Large Cap…	0.0%	$38.75M	1.09M	+20.5%	▲ Add	2
335	VONG Vanguard Russell 1000…	0.1%	$38.65M	352.38K	+10.0%	▲ Add	2
336	IWS iShares Russell Mid-Cap…	0.1%	$38.11M	261.97K	-7.6%	▼ Trim	2
337	CLS Celestica Inc.	0.0%	$37.86M	134.42K	+2.0%	▲ Add	2
338	FCX Freeport-McMoRan Inc.	0.0%	$37.75M	642.37K	+28.6%	▲ Add	2
339	SO The Southern Company	0.1%	$37.61M	389.67K	+4.0%	▲ Add	2
340	USB U.S. Bancorp	0.0%	$37.42M	719.47K	+7.3%	▲ Add	2
341	MDLZ Mondelez International, Inc.	0.0%	$37.26M	646.42K	-25.8%	▼ Trim	2
342	ADBE Adobe Inc.	0.0%	$37.14M	152.78K	+21.8%	▲ Add	2
343	TEL TE Connectivity plc	0.0%	$36.93M	177.03K	-3.7%	▼ Trim	2
344	COF Capital One Financial…	0.0%	$36.86M	202.09K	-1.6%	▼ Trim	2
345	SWK Stanley Black & Decker, Inc.	0.0%	$36.66M	515.91K	+9.8%	▲ Add	2
346	RODM Hartford Multifactor…	0.0%	$36.60M	928.47K	-4.6%	▼ Trim	2
347	VGSH Vanguard Short-Term…	0.0%	$36.30M	620.08K	+6.5%	▲ Add	2
348	GBIL Goldman Sachs Access…	0.0%	$36.23M	361.61K	+55.7%	▲ Add	2
349	SPYV State Street SPDR Portfolio…	0.1%	$36.19M	639.63K	-0.7%	▼ Trim	2
350	VTV Vanguard Morningstar Value…	1.2%	$36.14M	184.18K	+0.1%	▲ Add	2
351	FBTC Fidelity Wise Origin…	0.0%	$36.13M	612.10K	+4.9%	▲ Add	2
352	FCF First Commonwealth…	0.0%	$36.04M	2.05M	-0.3%	▼ Trim	2
353	DFUS Dimensional U.S. Equity ETF	0.2%	$35.55M	501.40K	+10.4%	▲ Add	2
354	FTNT Fortinet, Inc.	0.0%	$35.25M	431.36K	+46.0%	▲ Add	2
355	GOOGL Alphabet Inc.	1.6%	$35.19M	122.43K	+5.7%	▲ Add	2
356	BOND PIMCO Active Bond…	0.1%	$35.03M	379.64K	+139.9%	▲ Add	2
357	BRK-B Berkshire Hathaway Inc.	0.7%	$34.98M	73.01K	+3.3%	▲ Add	2
358	OXY Occidental Petroleum…	0.0%	$34.59M	532.11K	+462.4%	▲ Add	2
359	DFAC Dimensional - US Core…	0.2%	$34.49M	887.49K	+9.4%	▲ Add	2
360	MFDX PIMCO EQUITY SER	0.0%	$34.44M	864.97K	-4.1%	▼ Trim	2
361	GOOG Alphabet Inc.	0.9%	$34.30M	119.61K	+7.7%	▲ Add	2
362	NVS Novartis AG	0.0%	$34.18M	223.82K	+2.1%	▲ Add	2
363	DFEM Dimensional - Emerging…	0.1%	$34.02M	984.70K	+30.7%	▲ Add	2
364	EFG iShares MSCI EAFE Growth ETF	0.0%	$33.93M	304.67K	+8.1%	▲ Add	2
365	JCI Johnson Controls…	0.0%	$33.79M	258.02K	+52.7%	▲ Add	2
366	DFAS Dimensional - US Small Cap…	0.1%	$33.69M	473.67K	-4.5%	▼ Trim	2
367	QQQM Invesco NASDAQ 100 ETF	0.1%	$33.52M	141.08K	+8.8%	▲ Add	2
368	EMLP First Trust North American…	0.0%	$33.38M	764.07K	+3.5%	▲ Add	2
369	DIA State Street SPDR Dow Jones…	0.0%	$33.17M	71.61K	+8.0%	▲ Add	2
370	TER Teradyne, Inc.	0.0%	$32.97M	111.25K	+85.3%	▲ Add	2
371	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$32.93M	1.42M	+0.9%	▲ Add	2
372	NU Nu Holdings Ltd.	0.0%	$32.76M	2.28M	-40.5%	▼ Trim	2
373	SGOV iShares 0-3 Month Treasury…	0.1%	$32.51M	322.99K	+54.0%	▲ Add	2
374	CHD Church & Dwight Co., Inc.	0.0%	$32.49M	348.19K	+7.5%	▲ Add	2
375	TRV The Travelers Companies…	0.0%	$32.34M	110.88K	+53.7%	▲ Add	2
376	SNDK Sandisk Corporation	0.0%	$32.31M	50.87K	+4.1%	▲ Add	2
377	XONA.DE Exxon Mobil Corporation	0.5%	$32.26M	190.12K	+1.1%	▲ Add	2
378	DFAI Dimensional - International…	0.2%	$32.17M	825.84K	+10.9%	▲ Add	2
379	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$31.96M	263.69K	-3.3%	▼ Trim	2
380	CNC Centene Corp.	0.0%	$31.66M	966.99K	+25.7%	▲ Add	2
381	EME EMCOR Group, Inc.	0.0%	$31.55M	42.74K	+82.3%	▲ Add	2
382	ET Energy Transfer LP	0.0%	$31.33M	1.62M	+8.9%	▲ Add	2
383	IMCG iShares Morningstar Mid-Cap…	0.0%	$31.25M	396.70K	+5.8%	▲ Add	2
384	AMP Ameriprise Financial, Inc.	0.0%	$30.74M	69.16K	+38.1%	▲ Add	2
385	WT WisdomTree, Inc.	0.2%	$30.65M	348.94K	+26.4%	▲ Add	2
386	AGX Argan, Inc.	0.0%	$30.64M	56.27K	-0.5%	▼ Trim	2
387	META Meta Platforms, Inc.	0.9%	$30.58M	53.45K	-3.0%	▼ Trim	2
388	ITOT iShares Core S&P Total U.S.…	0.2%	$30.25M	212.48K	-3.8%	▼ Trim	2
389	GOOG Alphabet Inc.	0.9%	$30.17M	105.19K	+7.7%	▲ Add	2
390	PSBD PALMER SQUARE CAPITAL BDC IN	0.0%	$30.09M	3.08M	+16.1%	▲ Add	2
391	IBIT iShares Bitcoin Trust ETF	0.0%	$30.08M	783.12K	+2.6%	▲ Add	2
392	SCHX Schwab U.S. Large-Cap ETF	0.3%	$29.84M	1.16M	+1.4%	▲ Add	2
393	BOXX EA SERIES TRUST	0.0%	$29.75M	255.86K	-26.4%	▼ Trim	2
394	SHYG iShares 0-5 Year High Yield…	0.0%	$29.57M	698.80K	-35.1%	▼ Trim	2
395	IWV iShares Russell 3000 ETF	0.0%	$29.54M	79.73K	-6.8%	▼ Trim	2
396	DAL Delta Air Lines, Inc.	0.0%	$29.47M	443.35K	+50.3%	▲ Add	2
397	TERN Terns Pharmaceuticals, Inc.	0.0%	$29.38M	557.36K	+2.8%	▲ Add	2
398	SPAB State Street SPDR Portfolio…	0.0%	$29.35M	1.15M	+2.8%	▲ Add	2
399	JBHT J.B. Hunt Transport…	0.0%	$29.34M	138.47K	+59.8%	▲ Add	2
400	CTAS Cintas Corporation	0.0%	$29.31M	173.26K	+17.2%	▲ Add	2
401	MMIT NEW YORK LIFE INVTS ACTIVE E	0.0%	$29.22M	1.21M	-0.9%	▼ Trim	2
402	IJK iShares S&P Mid-Cap 400…	0.0%	$29.03M	288.58K	-7.9%	▼ Trim	2
403	IMTM iShares MSCI Intl Momentum…	0.0%	$28.93M	602.52K	+15.3%	▲ Add	2
404	IWF iShares Russell 1000 Growth…	0.3%	$28.85M	67.66K	-2.9%	▼ Trim	2
405	BNY Bank of New York Mellon Corp	0.0%	$28.83M	243.07K	-26.4%	▼ Trim	2
406	VO Vanguard Morningstar…	0.7%	$28.82M	100.36K	+6.3%	▲ Add	2
407	EOG EOG Resources, Inc.	0.0%	$28.36M	196.09K	+50.1%	▲ Add	2
408	QQQ Invesco QQQ Trust, Series 1	0.8%	$28.31M	49.04K	+2.9%	▲ Add	2
409	THORNBURG ETF TR (chưa ánh xạ)	—	$28.26M	1.11M	—		—
410	AVGO Broadcom Inc.	1.3%	$28.19M	91.09K	-8.4%	▼ Trim	2
411	SHEL Shell plc	0.0%	$28.13M	302.51K	-1.8%	▼ Trim	2
412	HEFA iShares Currency Hedged…	0.0%	$28.12M	661.62K	-10.9%	▼ Trim	2
413	COST Costco Wholesale Corporation	0.5%	$28.06M	28.16K	+10.3%	▲ Add	2
414	IWF iShares Russell 1000 Growth…	0.3%	$28.03M	65.73K	-2.9%	▼ Trim	2
415	IDV iShares International…	0.0%	$27.95M	656.75K	+8.7%	▲ Add	2
416	BSV Vanguard Short-Term Bond ETF	0.0%	$27.94M	356.37K	+9.1%	▲ Add	2
417	DFAU Dimensional - US Core…	0.1%	$27.75M	615.07K	+4.1%	▲ Add	2
418	WT WisdomTree, Inc.	0.2%	$27.61M	548.48K	+26.4%	▲ Add	2
419	BKDV BNY Mellon Dynamic Value ETF	0.0%	$27.60M	930.54K	Mới	New	1
420	BUFR FT Vest Laddered Buffer ETF	0.0%	$27.54M	815.64K	+0.9%	▲ Add	2
421	SHOP Shopify Inc.	0.0%	$27.53M	232.22K	+9.5%	▲ Add	2
422	ROST Ross Stores, Inc.	0.0%	$27.52M	127.04K	+25.0%	▲ Add	2
423	SDY State Street SPDR S&P…	0.1%	$27.48M	188.28K	+38.9%	▲ Add	2
424	GLDM SPDR Gold MiniShares Trust	0.0%	$27.18M	293.19K	-0.2%	▼ Trim	2
425	VGIT Vanguard Intermediate-Term…	0.0%	$26.87M	451.21K	+4.1%	▲ Add	2
426	VOOG Vanguard S&P 500 Growth ETF	0.1%	$26.79M	65.72K	+3.1%	▲ Add	2
427	CVX Chevron Corporation	0.4%	$26.79M	129.46K	+2.6%	▲ Add	2
428	VIGI Vanguard International…	0.0%	$26.48M	299.37K	+9.9%	▲ Add	2
429	IWN iShares Russell 2000 Value…	0.0%	$26.38M	139.54K	-5.3%	▼ Trim	2
430	JPST JPMorgan Ultra-Short Income…	0.0%	$26.21M	517.82K	+11.0%	▲ Add	2
431	AVGO Broadcom Inc.	1.3%	$26.19M	84.63K	-8.4%	▼ Trim	2
432	GLD SPDR Gold Shares	0.2%	$26.12M	60.70K	+5.5%	▲ Add	2
433	IEF iShares 7-10 Year Treasury…	0.0%	$26.11M	273.60K	-85.4%	▼ Trim	2
434	MINT PIMCO Enhanced Short…	0.2%	$26.08M	259.33K	+150.9%	▲ Add	2
435	ONEY SPDR SERIES TRUST	0.0%	$26.01M	216.62K	+2.4%	▲ Add	2
436	CEG Constellation Energy…	0.0%	$25.77M	92.28K	-3.3%	▼ Trim	2
437	PALMER SQUARE FUNDS TR (chưa ánh xạ)	—	$25.73M	1.25M	—		—
438	VB Vanguard Morningstar…	0.7%	$25.67M	98.02K	+12.7%	▲ Add	2
439	IGIB iShares 5-10 Year…	0.0%	$25.58M	480.72K	+138.5%	▲ Add	2
440	SLYG State Street SPDR S&P 600…	0.0%	$25.42M	263.21K	+6.6%	▲ Add	2
441	JMST JPMorgan Ultra-Short…	0.1%	$25.33M	496.94K	-0.1%	▼ Trim	2
442	STX Seagate Technology Holdings…	0.0%	$25.21M	64.34K	+4.2%	▲ Add	2
443	MTB M&T Bank Corporation	0.0%	$25.19M	122.02K	+434.7%	▲ Add	2
444	SYK Stryker Corporation	0.3%	$25.01M	76.10K	+19.8%	▲ Add	2
445	DFAU Dimensional - US Core…	0.1%	$24.96M	553.27K	+4.1%	▲ Add	2
446	ULTA Ulta Beauty, Inc.	0.0%	$24.86M	47.55K	+36.0%	▲ Add	2
447	BIL State Street SPDR Bloomberg…	0.1%	$24.83M	270.91K	+34.3%	▲ Add	2
448	IJT iShares S&P Small-Cap 600…	0.0%	$24.79M	171.40K	-0.6%	▼ Trim	2
449	SCHF Schwab International Equity…	0.3%	$24.63M	994.96K	+11.7%	▲ Add	2
450	NTRS Northern Trust Corporation	0.0%	$24.61M	176.35K	+48.2%	▲ Add	2
451	COWZ Pacer US Cash Cows 100 ETF	0.0%	$24.57M	392.71K	-24.6%	▼ Trim	2
452	COO The Cooper Companies, Inc.	0.0%	$24.54M	343.19K	+53.6%	▲ Add	2
453	IBDR iShares iBonds Dec 2026…	0.0%	$24.54M	1.01M	+3.0%	▲ Add	2
454	GII SPDR INDEX SHS FDS	0.0%	$24.46M	321.81K	+0.5%	▲ Add	2
455	SPHQ Invesco S&P 500 Quality ETF	0.1%	$24.41M	324.58K	+76.9%	▲ Add	2
456	IJS iShares S&P Small-Cap 600…	0.0%	$24.18M	204.12K	+16.4%	▲ Add	2
457	AON Aon plc	0.0%	$24.15M	74.82K	+59.2%	▲ Add	2
458	PH Parker-Hannifin Corporation	0.0%	$24.13M	26.96K	+16.4%	▲ Add	2
459	AZO AutoZone, Inc.	0.0%	$23.98M	7.10K	-0.8%	▼ Trim	2
460	SPEM State Street SPDR Portfolio…	0.1%	$23.96M	510.81K	+4.8%	▲ Add	2
461	CIEN Ciena Corporation	0.0%	$23.94M	61.68K	-9.7%	▼ Trim	2
462	EEM iShares MSCI Emerging…	0.1%	$23.92M	421.23K	+2.4%	▲ Add	2
463	IVW iShares S&P 500 Growth ETF	0.5%	$23.89M	211.23K	-2.7%	▼ Trim	2
464	WWD Woodward, Inc.	0.0%	$23.61M	65.98K	+26.7%	▲ Add	2
465	JGRO JPMorgan Active Growth ETF	0.0%	$23.46M	277.58K	-9.3%	▼ Trim	2
466	XONA.DE Exxon Mobil Corporation	0.5%	$23.44M	138.15K	+1.1%	▲ Add	2
467	VIG Vanguard Dividend…	0.3%	$23.33M	108.48K	-2.1%	▼ Trim	2
468	DOW Dow Inc.	0.0%	$23.20M	557.08K	+630.4%	▲ Add	2
469	ADP Automatic Data Processing…	0.0%	$23.18M	114.07K	-16.8%	▼ Trim	2
470	TSN Tyson Foods, Inc.	0.0%	$22.95M	358.15K	+66.2%	▲ Add	2
471	JEPI JPMorgan Equity Premium…	0.0%	$22.87M	403.49K	+22.4%	▲ Add	2
472	APP AppLovin Corporation	0.0%	$22.86M	57.47K	-27.7%	▼ Trim	2
473	SOXX iShares Semiconductor ETF	0.0%	$22.85M	69.58K	+13.9%	▲ Add	2
474	SMH VanEck Semiconductor ETF	0.0%	$22.81M	59.48K	+3.4%	▲ Add	2
475	XLK State Street Technology…	0.2%	$22.79M	171.50K	-3.5%	▼ Trim	2
476	WT WisdomTree, Inc.	0.2%	$22.75M	240.20K	+26.4%	▲ Add	2
477	CMCSA Comcast Corporation	0.0%	$22.73M	791.75K	+0.7%	▲ Add	2
478	MSI Motorola Solutions, Inc.	0.0%	$22.66M	52.22K	+16.8%	▲ Add	2
479	CFG Citizens Financial Group…	0.0%	$22.64M	377.72K	+28.9%	▲ Add	2
480	PAA Plains All American…	0.0%	$22.52M	1.01M	+1.4%	▲ Add	2
481	SUSA iShares ESG Optimized MSCI…	0.0%	$22.42M	169.72K	+2.1%	▲ Add	2
482	XLE State Street Energy Select…	0.0%	$22.30M	364.07K	+9.2%	▲ Add	2
483	VT Vanguard Total World Stock…	0.1%	$22.23M	160.67K	+11.5%	▲ Add	2
484	DHI D.R. Horton, Inc.	0.0%	$22.17M	161.59K	-13.5%	▼ Trim	2
485	XLU State Street Utilities…	0.0%	$22.12M	482.06K	-6.3%	▼ Trim	2
486	IJJ iShares S&P Mid-Cap 400…	0.0%	$22.08M	166.62K	+1.3%	▲ Add	2
487	BIDU Baidu, Inc.	0.0%	$22.07M	198.07K	-0.1%	▼ Trim	2
488	DIHP Dimensional International…	0.0%	$22.06M	684.78K	+22.2%	▲ Add	2
489	OKE ONEOK, Inc.	0.0%	$22.02M	243.59K	-23.5%	▼ Trim	2
490	TTWO Take-Two Interactive…	0.0%	$21.96M	111.20K	+10.0%	▲ Add	2
491	VCRB Vanguard Core Bond ETF	0.0%	$21.86M	282.53K	0.0%	▼ Trim	2
492	FTSM First Trust Enhanced Short…	0.0%	$21.86M	365.66K	-0.8%	▼ Trim	2
493	EWX SPDR INDEX SHS FDS	0.0%	$21.81M	329.88K	+7.8%	▲ Add	2
494	COHR Coherent, Inc.	0.0%	$21.75M	91.34K	-4.0%	▼ Trim	2
495	DBND DOUBLELINE ETF TRUST	0.0%	$21.71M	473.94K	+8.2%	▲ Add	2
496	MCO Moody's Corporation	0.0%	$21.65M	49.62K	+36.3%	▲ Add	2
497	LITE Lumentum Holdings Inc.	0.0%	$21.64M	30.80K	+162.6%	▲ Add	2
498	CVS CVS Health Corp.	0.0%	$21.62M	300.99K	-4.7%	▼ Trim	2
499	IAU iShares Gold Trust	0.1%	$21.29M	241.46K	-4.2%	▼ Trim	2
500	RWL Invesco S&P 500 Revenue ETF	0.0%	$21.29M	185.25K	-3.4%	▼ Trim	2

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

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
BKDV BNY Mellon Dynamic…	960.26K	—	Mới	$28.48M	0.0%
PNFP Pinnacle Financial…	210.27K	—	Mới	$18.11M	0.0%
GMUB	163.32K	—	Mới	$8.32M	0.0%
PR Permian Resources…	373.46K	—	Mới	$7.96M	0.0%
SH	176.51K	—	Mới	$6.70M	0.0%
OXY-WT	147.51K	—	Mới	$6.33M	0.0%
ALLY Ally Financial Inc.	136.33K	—	Mới	$5.35M	0.0%
EVTR Eaton Vance Total…	94.19K	—	Mới	$4.78M	0.0%
VSNT Versant Media Group…	120.31K	—	Mới	$4.45M	0.0%
AGIX	129.87K	—	Mới	$4.26M	0.0%
XSHQ	96.20K	—	Mới	$4.06M	0.0%
TBT	113.97K	—	Mới	$4.00M	0.0%
JBL Jabil Inc.	14.98K	—	Mới	$3.98M	0.0%
CSRE	151.36K	—	Mới	$3.98M	0.0%
PALC	73.71K	—	Mới	$3.82M	0.0%
IRDM Iridium Communications…	117.69K	—	Mới	$3.26M	0.0%
PICB	139.97K	—	Mới	$3.23M	0.0%
UI Ubiquiti Inc.	4.03K	—	Mới	$3.18M	0.0%
HYDB	67.98K	—	Mới	$3.16M	0.0%
SDCI	113.31K	—	Mới	$3.09M	0.0%
QVAL	57.99K	—	Mới	$3.02M	0.0%
AIA	28.30K	—	Mới	$3.00M	0.0%
CHRD Chord Energy Corporation	20.99K	—	Mới	$2.99M	0.0%
WAY Waystar Holding Corp.	114.45K	—	Mới	$2.76M	0.0%
EWY iShares MSCI South…	21.82K	—	Mới	$2.68M	0.0%
DVA DaVita Inc.	17.00K	—	Mới	$2.61M	0.0%
SIRI Sirius XM Holdings Inc.	112.16K	—	Mới	$2.59M	0.0%
CNM Core & Main, Inc.	50.70K	—	Mới	$2.50M	0.0%
WAT Waters Corporation	7.88K	—	Mới	$2.35M	0.0%
IDEF iShares Defense…	69.35K	—	Mới	$2.27M	0.0%
PSCI	14.45K	—	Mới	$2.23M	0.0%
MTA	331.25K	—	Mới	$2.20M	0.0%
SM SM Energy Company	65.39K	—	Mới	$2.04M	0.0%
BLCR iShares Large Cap Core…	46.95K	—	Mới	$1.93M	0.0%
MTDR Matador Resources…	30.01K	—	Mới	$1.90M	0.0%
BULL Webull Corporation…	389.28K	—	Mới	$1.87M	0.0%
LKQ LKQ Corporation	62.68K	—	Mới	$1.84M	0.0%
CUBE CubeSmart	46.46K	—	Mới	$1.70M	0.0%
TXUE	50.60K	—	Mới	$1.63M	0.0%
CLOA	29.58K	—	Mới	$1.53M	0.0%
TAP Molson Coors Beverage…	33.70K	—	Mới	$1.45M	0.0%
PPLI People Incorporated	35.14K	—	Mới	$1.41M	0.0%
IP International Paper…	35.09K	—	Mới	$1.25M	0.0%
AVDS	17.20K	—	Mới	$1.24M	0.0%
VIRT Virtu Financial, Inc.	28.02K	—	Mới	$1.23M	0.0%
TEX Terex Corporation	20.47K	—	Mới	$1.21M	0.0%
IPAR Inter Parfums, Inc.	13.24K	—	Mới	$1.20M	0.0%
NCNO nCino, Inc.	77.40K	—	Mới	$1.16M	0.0%
NBR Nabors Industries Ltd.	13.47K	—	Mới	$1.16M	0.0%
CVLT Commvault Systems, Inc.	14.79K	—	Mới	$1.15M	0.0%
FXF	10.26K	—	Mới	$1.13M	0.0%
AVES	18.79K	—	Mới	$1.13M	0.0%
DEHP	32.30K	—	Mới	$1.09M	0.0%
FEOE	21.47K	—	Mới	$1.08M	0.0%
CNS Cohen & Steers, Inc.	17.14K	—	Mới	$1.07M	0.0%
CPER	30.42K	—	Mới	$1.05M	0.0%
SUNB Sunbelt Rentals…	15.90K	—	Mới	$1.03M	0.0%
BRKR Bruker Corporation	26.86K	—	Mới	$969,371	0.0%
SAIA Saia, Inc.	2.73K	—	Mới	$960,271	0.0%
XSVM	15.93K	—	Mới	$960,044	0.0%
BLSH Bullish	26.06K	—	Mới	$930,858	0.0%
IEZ	32.09K	—	Mới	$929,150	0.0%
MPB Mid Penn Bancorp, Inc.	26.34K	—	Mới	$847,180	0.0%
MOTI	24.72K	—	Mới	$844,133	0.0%
ENSG The Ensign Group, Inc.	4.17K	—	Mới	$839,764	0.0%
PSTL Postal Realty Trust…	43.19K	—	Mới	$801,505	0.0%
RSPG	7.13K	—	Mới	$780,728	0.0%
FFIN First Financial…	26.20K	—	Mới	$771,666	0.0%
PHR Phreesia, Inc.	89.42K	—	Mới	$750,439	0.0%
DBB	31.41K	—	Mới	$738,065	0.0%
STRL Sterling…	1.80K	—	Mới	$735,073	0.0%
SFD Smithfield Foods, Inc.	25.85K	—	Mới	$723,031	0.0%
USSG	11.91K	—	Mới	$710,968	0.0%
ICHR Ichor Holdings, Ltd.	15.17K	—	Mới	$706,827	0.0%
FET	11.82K	—	Mới	$692,824	0.0%
FEGE	14.71K	—	Mới	$691,135	0.0%
ICOP	14.22K	—	Mới	$676,598	0.0%
PLAB Photronics, Inc.	16.71K	—	Mới	$674,456	0.0%
GPRE Green Plains Inc.	40.90K	—	Mới	$672,863	0.0%
LMND Lemonade, Inc.	10.66K	—	Mới	$668,286	0.0%
NTLA Intellia Therapeutics…	51.90K	—	Mới	$665,152	0.0%
DFTX Definium Therapeutics…	34.85K	—	Mới	$658,643	0.0%
ST Sensata Technologies…	18.57K	—	Mới	$653,413	0.0%
AIS	15.45K	—	Mới	$647,677	0.0%
ACYN	31.75K	—	Mới	$647,065	0.0%
ENTG Entegris, Inc.	5.38K	—	Mới	$630,665	0.0%
ISCF	15.07K	—	Mới	$629,817	0.0%
BIPC Brookfield…	15.77K	—	Mới	$622,987	0.0%
JETS U.S. Global Jets ETF	25.23K	—	Mới	$621,446	0.0%
GLOB Globant S.A.	13.26K	—	Mới	$611,351	0.0%
SMBC	9.34K	—	Mới	$596,911	0.0%
TOPT	20.30K	—	Mới	$581,073	0.0%
BGRN	12.10K	—	Mới	$574,591	0.0%
CAC Camden National Corp.	12.08K	—	Mới	$573,209	0.0%
OS OneStream, Inc. Class A…	23.77K	—	Mới	$570,408	0.0%
REAL The RealReal, Inc.	61.61K	—	Mới	$559,428	0.0%
HE Hawaiian Electric…	37.66K	—	Mới	$558,797	0.0%
FTGC First Trust Global…	19.27K	—	Mới	$553,383	0.0%
MTH Meritage Homes…	8.92K	—	Mới	$551,515	0.0%
MSA MSA Safety Incorporated	3.36K	—	Mới	$550,305	0.0%
IBTA Ibotta, Inc.	18.16K	—	Mới	$544,403	0.0%
CRSR Corsair Gaming, Inc.	96.70K	—	Mới	$536,652	0.0%
LZB La-Z-Boy Incorporated	16.30K	—	Mới	$523,974	0.0%
TDW Tidewater Inc.	6.18K	—	Mới	$516,331	0.0%
AAOI Applied…	6.08K	—	Mới	$514,641	0.0%
DK Delek US Holdings, Inc.	11.31K	—	Mới	$509,900	0.0%
SMB	29.37K	—	Mới	$508,116	0.0%
CSL Carlisle Companies…	1.50K	—	Mới	$501,777	0.0%
AGO Assured Guaranty Ltd.	6.06K	—	Mới	$494,272	0.0%
CNK Cinemark Holdings, Inc.	16.92K	—	Mới	$482,234	0.0%
BALI	15.62K	—	Mới	$481,406	0.0%
FLY Firefly Aerospace Inc.	16.84K	—	Mới	$479,404	0.0%
CATY Cathay General Bancorp	9.22K	—	Mới	$460,047	0.0%
QINT	6.95K	—	Mới	$454,812	0.0%
HTFL Heartflow, Inc. Common…	18.62K	—	Mới	$453,085	0.0%
RS Reliance Steel &…	1.48K	—	Mới	$450,012	0.0%
CRVL CorVel Corporation	8.11K	—	Mới	$443,188	0.0%
JMEE JPMorgan Small & Mid…	6.62K	—	Mới	$441,794	0.0%
OUSM	9.93K	—	Mới	$434,338	0.0%
ELF e.l.f. Beauty, Inc.	7.15K	—	Mới	$433,240	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
NVDA NVIDIA Corporation	26.18M	25.49M	+2.7%	$4.57B	5.3%
AAPL Apple Inc.	17.70M	17.27M	+2.5%	$4.49B	5.2%
IVV iShares Core S&P 500 ETF	5.47M	5.43M	+0.8%	$3.57B	4.2%
MSFT Microsoft Corporation	5.79M	5.37M	+7.7%	$2.14B	2.5%
VEA Vanguard FTSE Developed…	35.57M	33.00M	+7.8%	$2.28B	2.7%
AMZN Amazon.com, Inc.	6.68M	6.26M	+6.7%	$1.39B	1.6%
GOOGL Alphabet Inc.	4.67M	4.42M	+5.7%	$1.34B	1.6%
AGG iShares Core U.S.…	13.75M	12.06M	+14.0%	$1.36B	1.6%
IJH iShares Core S&P…	16.11M	15.04M	+7.1%	$1.09B	1.3%
VTV Vanguard Morningstar…	5.06M	5.06M	+0.1%	$992.80M	1.2%
JPM JPMorgan Chase & Co.	3.09M	3.03M	+1.9%	$907.57M	1.1%
VUG Vanguard Morningstar…	1.90M	1.83M	+3.6%	$829.11M	1.0%
IEFA iShares Core MSCI EAFE…	9.75M	9.73M	+0.2%	$881.85M	1.0%
IUSB iShares Core Universal…	18.95M	16.12M	+17.5%	$875.21M	1.0%
TSLA Tesla, Inc.	1.88M	1.83M	+2.9%	$698.11M	0.8%
VWO Vanguard FTSE Emerging…	14.03M	13.04M	+7.5%	$757.77M	0.9%
GOOG Alphabet Inc.	2.57M	2.39M	+7.7%	$737.76M	0.9%
LLY Eli Lilly and Company	693.86K	663.98K	+4.5%	$638.01M	0.7%
QQQ Invesco QQQ Trust…	1.12M	1.08M	+2.9%	$643.89M	0.8%
VO Vanguard Morningstar…	2.13M	2.01M	+6.3%	$612.82M	0.7%
BRK-B Berkshire Hathaway Inc.	1.26M	1.22M	+3.3%	$601.89M	0.7%
WMT Walmart Inc.	4.91M	4.69M	+4.8%	$610.10M	0.7%
IEMG iShares Core MSCI…	8.70M	8.34M	+4.3%	$605.96M	0.7%
VTI Vanguard Morningstar…	1.85M	1.79M	+3.7%	$594.53M	0.7%
VB Vanguard Morningstar…	2.22M	1.97M	+12.7%	$580.32M	0.7%
VOO Vanguard S&P 500 ETF	898.40K	858.74K	+4.6%	$536.78M	0.6%
APO Apollo Global…	4.65M	2.43M	+90.9%	$517.54M	0.6%
GLW Corning Inc	3.56M	3.52M	+1.2%	$484.25M	0.6%
GEV GE Vernova Inc.	552.16K	499.29K	+10.6%	$481.66M	0.6%
JNJ Johnson & Johnson	1.93M	1.90M	+1.5%	$471.31M	0.6%
XONA.DE Exxon Mobil Corporation	2.58M	2.56M	+1.1%	$438.35M	0.5%
COST Costco Wholesale…	437.09K	396.33K	+10.3%	$435.53M	0.5%
PG The Procter & Gamble…	2.94M	2.83M	+3.8%	$424.73M	0.5%
AMGN Amgen Inc.	1.08M	1.07M	+0.5%	$378.70M	0.4%
V Visa Inc.	1.06M	1.01M	+4.8%	$320.24M	0.4%
CVX Chevron Corporation	1.66M	1.62M	+2.6%	$344.52M	0.4%
MRK Merck & Co., Inc.	2.80M	2.75M	+1.5%	$336.20M	0.4%
PNC The PNC Financial…	1.45M	1.37M	+6.1%	$302.07M	0.4%
NEE NextEra Energy, Inc.	3.19M	3.17M	+0.8%	$296.56M	0.3%
PLTR Palantir Technologies…	1.96M	1.25M	+56.7%	$286.90M	0.3%
SCHV Schwab U.S. Large-Cap…	9.18M	9.10M	+0.8%	$279.83M	0.3%
NDAQ Nasdaq, Inc.	2.97M	2.88M	+3.3%	$252.25M	0.3%
SCHX Schwab U.S. Large-Cap…	10.38M	10.24M	+1.4%	$266.15M	0.3%
TJX The TJX Companies, Inc.	1.67M	1.50M	+11.4%	$266.87M	0.3%
BRK-A Berkshire Hathaway Inc.	350	346	+1.2%	$251.35M	0.3%
NFLX Netflix, Inc.	2.70M	1.66M	+62.8%	$259.91M	0.3%
CRWD CrowdStrike Holdings…	624.41K	537.55K	+16.2%	$243.70M	0.3%
SCHF Schwab International…	10.00M	8.95M	+11.7%	$247.24M	0.3%
IEI iShares 3-7 Year…	2.04M	494.91K	+311.6%	$241.60M	0.3%
SYK Stryker Corporation	726.69K	606.41K	+19.8%	$238.77M	0.3%
SCHD Schwab U.S. Dividend…	7.61M	6.90M	+10.2%	$233.36M	0.3%
MUB iShares National Muni…	2.11M	2.05M	+2.9%	$223.77M	0.3%
PSX Phillips 66	1.22M	1.18M	+3.6%	$222.71M	0.3%
JCPB JPMorgan Core Plus Bond…	4.73M	3.63M	+30.1%	$222.58M	0.3%
LIN Linde plc	444.48K	393.23K	+13.0%	$220.37M	0.3%
VTEB Vanguard Tax-Exempt…	4.27M	3.96M	+7.8%	$212.88M	0.2%
DFUS Dimensional U.S. Equity…	2.99M	2.71M	+10.4%	$212.33M	0.2%
IWB iShares Russell 1000 ETF	580.69K	546.82K	+6.2%	$207.05M	0.2%
SCHW The Charles Schwab…	2.12M	554.59K	+282.5%	$199.35M	0.2%
TDY Teledyne Technologies…	329.18K	314.38K	+4.7%	$199.07M	0.2%
FAST Fastenal Company	4.20M	1.61M	+161.8%	$195.06M	0.2%
GLD SPDR Gold Shares	447.24K	423.92K	+5.5%	$192.34M	0.2%
DGRO iShares Core Dividend…	2.72M	2.60M	+4.6%	$190.80M	0.2%
TSM Taiwan Semiconductor…	563.81K	562.63K	+0.2%	$190.34M	0.2%
WT WisdomTree, Inc.	2.97M	2.35M	+26.4%	$189.49M	0.2%
SPYM State Street SPDR…	2.46M	2.32M	+6.3%	$188.36M	0.2%
VNQ Vanguard Real Estate ETF	2.12M	1.99M	+6.7%	$188.02M	0.2%
CSCO Cisco Systems, Inc.	2.41M	2.40M	+0.4%	$186.91M	0.2%
VV Vanguard Morningstar…	603.95K	588.30K	+2.7%	$180.38M	0.2%
P Everpure, Inc.	2.79M	2.68M	+4.2%	$164.76M	0.2%
MU Micron Technology, Inc.	522.17K	364.30K	+43.3%	$176.39M	0.2%
AMAT Applied Materials, Inc.	502.10K	308.82K	+62.6%	$171.55M	0.2%
IWM iShares Russell 2000 ETF	675.65K	673.23K	+0.4%	$167.56M	0.2%
DFAI Dimensional -…	4.28M	3.86M	+10.9%	$166.74M	0.2%
GS The Goldman Sachs…	197.08K	180.44K	+9.2%	$166.64M	0.2%
KO The Coca-Cola Company	2.13M	1.95M	+9.4%	$162.36M	0.2%
PEP PepsiCo, Inc.	1.03M	982.52K	+5.3%	$160.64M	0.2%
DFAC Dimensional - US Core…	4.12M	3.76M	+9.4%	$160.02M	0.2%
BSX Boston Scientific…	2.48M	431.21K	+476.3%	$155.94M	0.2%
BND Vanguard Total Bond…	2.11M	1.68M	+25.5%	$155.56M	0.2%
MS Morgan Stanley	896.86K	875.72K	+2.4%	$147.58M	0.2%
BIV Vanguard…	2.00M	1.88M	+6.5%	$154.39M	0.2%
IBM International Business…	550.31K	515.04K	+6.8%	$133.38M	0.2%
AMD Advanced Micro Devices…	747.26K	631.96K	+18.2%	$152.00M	0.2%
GE GE Aerospace	524.92K	374.97K	+40.0%	$148.93M	0.2%
DFAE Dimensional - Emerging…	4.26M	4.14M	+2.8%	$144.04M	0.2%
BAC Bank of America…	2.74M	2.60M	+5.5%	$133.64M	0.2%
JAAA Janus Henderson AAA CLO…	2.82M	2.81M	+0.3%	$142.00M	0.2%
BKNG Booking Holdings Inc.	28.09K	26.47K	+6.1%	$118.22M	0.1%
UNH UnitedHealth Group…	428.23K	422.02K	+1.5%	$115.87M	0.1%
BLK BlackRock, Inc.	140.49K	127.04K	+10.6%	$135.09M	0.2%
ETN Eaton Corporation plc	379.80K	374.99K	+1.3%	$135.77M	0.2%
MPC Marathon Petroleum…	553.55K	552.07K	+0.3%	$135.23M	0.2%
CMI Cummins Inc.	245.17K	221.81K	+10.5%	$131.90M	0.2%
MINT PIMCO Enhanced Short…	1.31M	521.04K	+150.9%	$131.50M	0.2%
ANET Arista Networks, Inc.	1.04M	992.70K	+4.4%	$127.12M	0.1%
MCK McKesson Corporation	146.13K	136.99K	+6.7%	$126.45M	0.1%
SCHB Schwab U.S. Broad…	5.00M	4.45M	+12.2%	$125.24M	0.1%
IGF iShares Global…	1.86M	1.74M	+6.8%	$124.61M	0.1%
DASH DoorDash, Inc.	714.16K	525.31K	+36.0%	$107.22M	0.1%
QQQM Invesco NASDAQ 100 ETF	497.55K	457.30K	+8.8%	$118.23M	0.1%
KMI Kinder Morgan, Inc.	3.40M	3.06M	+11.0%	$113.84M	0.1%
HON Honeywell International…	479.86K	400.27K	+19.9%	$108.46M	0.1%
BIL State Street SPDR…	1.18M	878.24K	+34.3%	$108.08M	0.1%
VT Vanguard Total World…	772.79K	693.08K	+11.5%	$106.68M	0.1%
BMY Bristol-Myers Squibb…	1.74M	1.34M	+29.7%	$105.78M	0.1%
CME CME Group Inc.	357.92K	342.17K	+4.6%	$105.71M	0.1%
UBER Uber Technologies, Inc.	1.41M	1.28M	+9.8%	$101.47M	0.1%
RTX RTX Corporation	536.22K	461.31K	+16.2%	$103.43M	0.1%
VBR Vanguard Morningstar…	473.56K	471.28K	+0.5%	$102.82M	0.1%
ADI Analog Devices, Inc.	321.17K	151.82K	+111.5%	$102.12M	0.1%
LMT Lockheed Martin…	167.45K	148.53K	+12.7%	$101.20M	0.1%
C Citigroup Inc.	886.67K	836.16K	+6.0%	$100.50M	0.1%
MRSH Marsh & McLennan…	576.07K	432.62K	+33.2%	$99.92M	0.1%
USMV iShares MSCI USA Min…	1.08M	1.06M	+1.9%	$99.72M	0.1%
SCHA Schwab U.S. Small-Cap…	3.39M	2.91M	+16.3%	$98.47M	0.1%
REGN Regeneron…	123.95K	95.22K	+30.2%	$95.73M	0.1%
SUB iShares Short-Term…	883.81K	873.91K	+1.1%	$94.13M	0.1%
CRM Salesforce, Inc.	462.60K	351.08K	+31.8%	$86.34M	0.1%
RSP Invesco S&P 500 Equal…	480.04K	425.88K	+12.7%	$92.11M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
AVGO Broadcom Inc.	3.54M	3.87M	-8.4%	$1.10B	1.3%
SPY State Street SPDR S&P…	1.51M	1.51M	-0.1%	$979.33M	1.1%
META Meta Platforms, Inc.	1.42M	1.47M	-3.0%	$813.82M	0.9%
SCHG Schwab U.S. Large-Cap…	19.76M	20.08M	-1.6%	$575.72M	0.7%
IVW iShares S&P 500 Growth…	3.57M	3.67M	-2.7%	$403.31M	0.5%
IWY iShares Russell Top 200…	1.39M	1.47M	-4.9%	$346.86M	0.4%
HD The Home Depot, Inc.	1.13M	1.13M	-0.2%	$370.67M	0.4%
MA Mastercard Incorporated	634.85K	648.67K	-2.1%	$317.19M	0.4%
EFA iShares MSCI EAFE ETF	3.13M	3.28M	-4.6%	$303.74M	0.4%
ABBV AbbVie Inc.	1.32M	1.37M	-4.0%	$286.25M	0.3%
NOW ServiceNow, Inc.	910.34K	2.00M	-54.4%	$95.19M	0.1%
VIG Vanguard Dividend…	1.36M	1.39M	-2.1%	$293.21M	0.3%
IWF iShares Russell 1000…	567.88K	584.63K	-2.9%	$242.06M	0.3%
MCD McDonald's Corporation	837.90K	846.01K	-1.0%	$260.39M	0.3%
IVE iShares S&P 500 Value…	1.13M	1.19M	-5.4%	$237.83M	0.3%
ABT Abbott Laboratories	724.34K	1.84M	-60.6%	$74.37M	0.1%
CAT Caterpillar Inc.	320.71K	322.92K	-0.7%	$227.18M	0.3%
CDNS Cadence Design Systems…	711.13K	721.02K	-1.4%	$197.54M	0.2%
IXUS iShares Core MSCI Total…	2.48M	2.60M	-4.7%	$213.78M	0.2%
ORCL Oracle Corporation	1.03M	1.12M	-7.9%	$152.11M	0.2%
IJR iShares Core S&P…	1.73M	1.74M	-0.4%	$215.61M	0.3%
IEF iShares 7-10 Year…	317.31K	2.18M	-85.4%	$30.28M	0.0%
SPDW State Street SPDR…	4.47M	4.66M	-4.0%	$204.20M	0.2%
TMUS T-Mobile US, Inc.	222.29K	1.01M	-78.0%	$46.69M	0.1%
LRCX Lam Research Corporation	907.87K	921.24K	-1.4%	$193.93M	0.2%
KLAC KLA Corporation	124.77K	153.22K	-18.6%	$183.58M	0.2%
TT Trane Technologies plc	413.77K	419.63K	-1.4%	$172.39M	0.2%
IWR iShares Russell Mid-Cap…	1.75M	1.78M	-1.5%	$170.03M	0.2%
ITOT iShares Core S&P Total…	1.10M	1.14M	-3.8%	$155.57M	0.2%
LDOS Leidos Holdings, Inc.	870.68K	907.95K	-4.1%	$135.40M	0.2%
SPYG State Street SPDR…	1.37M	1.50M	-9.1%	$133.70M	0.2%
T AT&T Inc.	5.51M	5.63M	-2.2%	$159.69M	0.2%
PGR The Progressive…	364.52K	698.02K	-47.8%	$72.27M	0.1%
XLK State Street Technology…	1.05M	1.08M	-3.5%	$138.91M	0.2%
EXPE Expedia Group, Inc.	528.75K	548.06K	-3.5%	$122.06M	0.1%
DUK Duke Energy Corporation	1.12M	1.16M	-3.1%	$147.17M	0.2%
PRF Invesco RAFI US 1000 ETF	2.98M	3.14M	-4.8%	$141.84M	0.2%
WM Waste Management, Inc.	609.26K	621.96K	-2.0%	$140.00M	0.2%
TXN Texas Instruments…	655.14K	786.97K	-16.8%	$127.18M	0.1%
QUAL iShares MSCI USA…	654.85K	687.10K	-4.7%	$125.61M	0.1%
LOW Lowe's Companies, Inc.	535.03K	544.92K	-1.8%	$126.41M	0.1%
PANW Palo Alto Networks, Inc.	614.17K	709.68K	-13.5%	$98.41M	0.1%
ACN Accenture plc	470.69K	484.25K	-2.8%	$93.34M	0.1%
IAU iShares Gold Trust	1.39M	1.45M	-4.2%	$122.49M	0.1%
SPYV State Street SPDR…	2.09M	2.11M	-0.7%	$118.53M	0.1%
PFF iShares Preferred and…	3.43M	3.80M	-9.8%	$103.81M	0.1%
ACM Aecom	205.67K	1.22M	-83.2%	$17.44M	0.0%
IWD iShares Russell 1000…	478.15K	531.50K	-10.0%	$102.16M	0.1%
VOE Vanguard Morningstar…	603.46K	621.31K	-2.9%	$111.16M	0.1%
AXP American Express Company	221.11K	288.18K	-23.3%	$66.88M	0.1%
QCOM QUALCOMM Incorporated	567.91K	573.30K	-0.9%	$73.13M	0.1%
TREE LendingTree, Inc.	257.75K	1.76M	-85.4%	$11.05M	0.0%
ASML ASML Holding N.V.	69.97K	70.56K	-0.8%	$92.37M	0.1%
CGDV Capital Group Dividend…	1.87M	2.06M	-8.8%	$79.75M	0.1%
TMO Thermo Fisher…	133.64K	154.05K	-13.2%	$65.69M	0.1%
IVOV	862.57K	868.74K	-0.7%	$87.94M	0.1%
GILD Gilead Sciences, Inc.	621.97K	664.33K	-6.4%	$86.68M	0.1%
AMT American Tower…	447.76K	472.74K	-5.3%	$77.26M	0.1%
IVOG	635.63K	636.39K	-0.1%	$79.47M	0.1%
TFLO iShares Treasury…	1.56M	1.57M	-0.6%	$79.06M	0.1%
OEF iShares S&P 100 ETF	162.86K	224.41K	-27.4%	$51.67M	0.1%
SPGI S&P Global Inc.	138.76K	144.88K	-4.2%	$59.02M	0.1%
UPS United Parcel Service…	601.09K	757.93K	-20.7%	$59.13M	0.1%
MDT Medtronic plc	697.30K	776.50K	-10.2%	$60.42M	0.1%
SYY Sysco Corporation	667.08K	1.00M	-33.5%	$47.58M	0.1%
RDVY First Trust Rising…	1.04M	1.05M	-1.0%	$70.96M	0.1%
CINF Cincinnati Financial…	443.88K	446.71K	-0.6%	$69.85M	0.1%
EMR Emerson Electric Co.	536.65K	549.04K	-2.3%	$70.30M	0.1%
BX Blackstone Inc.	461.33K	466.17K	-1.0%	$53.04M	0.1%
VIOO Vanguard S&P Small-Cap…	616.99K	637.94K	-3.3%	$70.85M	0.1%
DIS The Walt Disney Company	552.24K	600.25K	-8.0%	$53.22M	0.1%
APP AppLovin Corporation	73.16K	101.16K	-27.7%	$29.10M	0.0%
GSK GSK plc	1.23M	1.24M	-0.4%	$67.94M	0.1%
PLD Prologis, Inc.	504.43K	512.67K	-1.6%	$66.67M	0.1%
AEP American Electric Power…	505.32K	530.90K	-4.8%	$66.24M	0.1%
MPLX MPLX Lp	1.15M	1.15M	-0.1%	$65.81M	0.1%
ICSH iShares Ultra Short…	970.63K	1.27M	-23.7%	$49.13M	0.1%
NU Nu Holdings Ltd.	2.28M	3.83M	-40.5%	$32.76M	0.0%
MO Altria Group, Inc.	970.09K	1.03M	-5.8%	$64.02M	0.1%
UNP Union Pacific…	257.94K	270.52K	-4.7%	$62.58M	0.1%
NTAP NetApp, Inc.	526.31K	577.85K	-8.9%	$53.89M	0.1%
INTC Intel Corp.	1.36M	1.39M	-2.2%	$60.03M	0.1%
DVY iShares Select Dividend…	395.96K	401.80K	-1.4%	$59.95M	0.1%
HFXI NYLI FTSE International…	1.60M	1.72M	-7.0%	$53.70M	0.1%
OMFL Invesco Russell 1000…	843.40K	885.88K	-4.8%	$50.71M	0.1%
SBUX Starbucks Corporation	524.76K	630.60K	-16.8%	$47.01M	0.1%
COF Capital One Financial…	214.44K	217.97K	-1.6%	$39.12M	0.0%
TBIL F/m US Treasury 3 Month…	444.06K	1.05M	-57.8%	$22.14M	0.0%
EPD Enterprise Products…	1.37M	1.39M	-1.6%	$51.95M	0.1%
MDLZ Mondelez International…	679.92K	916.72K	-25.8%	$39.19M	0.0%
VMC Vulcan Materials Company	158.10K	170.94K	-7.5%	$43.02M	0.1%
DFAS Dimensional - US Small…	646.34K	676.56K	-4.5%	$45.97M	0.1%
HCA HCA Healthcare, Inc.	96.69K	100.25K	-3.5%	$45.76M	0.1%
SHYG iShares 0-5 Year High…	698.80K	1.08M	-35.1%	$29.57M	0.0%
FLXS	38.30K	1.17M	-96.7%	$1.72M	0.0%
XYL Xylem Inc.	109.42K	333.20K	-67.2%	$13.08M	0.0%
JMST JPMorgan Ultra-Short…	888.00K	888.94K	-0.1%	$45.27M	0.1%
IWS iShares Russell Mid-Cap…	293.06K	317.07K	-7.6%	$42.64M	0.1%
DSI iShares ESG MSCI KLD…	334.68K	346.10K	-3.3%	$40.56M	0.0%
DYNF iShares U.S. Equity…	582.47K	732.59K	-20.5%	$33.89M	0.0%
BOXX	282.73K	384.37K	-26.4%	$32.88M	0.0%
BNY Bank of New York Mellon…	274.25K	372.73K	-26.4%	$32.53M	0.0%
TEL TE Connectivity plc	182.75K	189.83K	-3.7%	$38.13M	0.0%
HEFA iShares Currency Hedged…	881.42K	989.46K	-10.9%	$37.46M	0.0%
ADP Automatic Data…	132.19K	158.96K	-16.8%	$26.86M	0.0%
CEG Constellation Energy…	106.25K	109.84K	-3.3%	$29.68M	0.0%
IWV iShares Russell 3000 ETF	91.78K	98.47K	-6.8%	$34.01M	0.0%
RODM Hartford Multifactor…	953.26K	999.24K	-4.6%	$37.58M	0.0%
XLI State Street Industrial…	201.38K	236.37K	-14.8%	$32.57M	0.0%
COWZ Pacer US Cash Cows 100…	454.46K	602.80K	-24.6%	$28.43M	0.0%
FCF First Commonwealth…	2.05M	2.06M	-0.3%	$36.04M	0.0%
MFDX	874.62K	912.15K	-4.1%	$34.83M	0.0%
HOOD Robinhood Markets, Inc.	122.59K	304.60K	-59.8%	$8.49M	0.0%
XLU State Street Utilities…	740.08K	790.30K	-6.3%	$33.96M	0.0%
IJK iShares S&P Mid-Cap 400…	322.07K	349.77K	-7.9%	$32.40M	0.0%
KR The Kroger Co.	79.20K	527.77K	-85.0%	$5.73M	0.0%
GLDM SPDR Gold MiniShares…	347.59K	348.47K	-0.2%	$32.22M	0.0%
ROP Roper Technologies, Inc.	37.56K	71.96K	-47.8%	$13.29M	0.0%
XLV State Street Health…	158.82K	206.46K	-23.1%	$23.28M	0.0%
SPMO Invesco S&P 500…	211.17K	266.53K	-20.8%	$23.67M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
EXAS Exact Sciences…	—	109.13K	Thoát	$11.09M	0.0%
LONZ	—	161.87K	Thoát	$8.14M	0.0%
CFLT Confluent, Inc.	—	261.50K	Thoát	$7.90M	0.0%
DAY Dayforce Inc	—	108.86K	Thoát	$7.53M	0.0%
BRO Brown & Brown, Inc.	—	78.18K	Thoát	$6.23M	0.0%
SNV Synovus Financial Corp.	—	113.65K	Thoát	$5.70M	0.0%
DDS Dillard's, Inc.	—	8.72K	Thoát	$5.29M	0.0%
ROL Rollins, Inc.	—	79.93K	Thoát	$4.80M	0.0%
PLNT Planet Fitness, Inc.	—	38.03K	Thoát	$4.12M	0.0%
TEM Tempus AI, Inc.	—	68.86K	Thoát	$4.06M	0.0%
CAG Conagra Brands, Inc.	—	223.99K	Thoát	$3.88M	0.0%
JKHY Jack Henry &…	—	21.08K	Thoát	$3.84M	0.0%
RIVN Rivian Automotive, Inc.	—	192.75K	Thoát	$3.80M	0.0%
IONS Ionis Pharmaceuticals…	—	47.74K	Thoát	$3.78M	0.0%
STLD Steel Dynamics, Inc.	—	21.12K	Thoát	$3.58M	0.0%
AOS A. O. Smith Corporation	—	53.27K	Thoát	$3.56M	0.0%
RJF Raymond James…	—	21.49K	Thoát	$3.45M	0.0%
DUOL Duolingo, Inc.	—	19.17K	Thoát	$3.37M	0.0%
HYBL	—	116.34K	Thoát	$3.31M	0.0%
CYBR CyberArk Software Ltd.	—	7.41K	Thoát	$3.31M	0.0%
RNR RenaissanceRe Holdings…	—	10.95K	Thoát	$3.08M	0.0%
NGD New Gold Inc.	—	332.95K	Thoát	$2.90M	0.0%
LII Lennox International…	—	5.85K	Thoát	$2.84M	0.0%
U Unity Software Inc.	—	63.94K	Thoát	$2.83M	0.0%
ETSY Etsy, Inc.	—	50.23K	Thoát	$2.78M	0.0%
SBAC SBA Communications…	—	13.63K	Thoát	$2.64M	0.0%
EL The Estée Lauder…	—	23.81K	Thoát	$2.49M	0.0%
AIZ Assurant, Inc.	—	9.71K	Thoát	$2.34M	0.0%
KCE	—	15.45K	Thoát	$2.32M	0.0%
CNP CenterPoint Energy, Inc.	—	60.43K	Thoát	$2.32M	0.0%
AHL-PD	—	61.98K	Thoát	$2.30M	0.0%
AVY Avery Dennison…	—	12.19K	Thoát	$2.22M	0.0%
ZROZ	—	34.35K	Thoát	$2.21M	0.0%
SUI Sun Communities, Inc.	—	17.25K	Thoát	$2.14M	0.0%
NCLH Norwegian Cruise Line…	—	93.72K	Thoát	$2.09M	0.0%
CELH Celsius Holdings, Inc.	—	42.96K	Thoát	$1.97M	0.0%
FAF First American…	—	30.15K	Thoát	$1.85M	0.0%
LOPE Grand Canyon Education…	—	10.75K	Thoát	$1.79M	0.0%
FYBR Frontier Communications…	—	45.38K	Thoát	$1.73M	0.0%
CROX Crocs, Inc.	—	19.81K	Thoát	$1.70M	0.0%
TNL Travel + Leisure Co.	—	24.00K	Thoát	$1.70M	0.0%
LYV Live Nation…	—	11.74K	Thoát	$1.67M	0.0%
REVG REV Group, Inc.	—	27.18K	Thoát	$1.65M	0.0%
VOYA Voya Financial, Inc.	—	22.17K	Thoát	$1.65M	0.0%
WTFC Wintrust Financial…	—	11.72K	Thoát	$1.64M	0.0%
TDC Teradata Corporation	—	53.40K	Thoát	$1.63M	0.0%
RYN Rayonier Inc. REIT	—	72.66K	Thoát	$1.57M	0.0%
FLTR.L Flutter Entertainment…	—	7.13K	Thoát	$1.53M	0.0%
PCY Invesco Emerging…	—	68.33K	Thoát	$1.48M	0.0%
MIR Mirion Technologies…	—	62.50K	Thoát	$1.46M	0.0%
AMTM Amentum Holdings, Inc.	—	48.84K	Thoát	$1.42M	0.0%
PATH UiPath Inc.	—	83.07K	Thoát	$1.36M	0.0%
WEN The Wendy's Company	—	163.46K	Thoát	$1.36M	0.0%
PAG Penske Automotive…	—	8.14K	Thoát	$1.29M	0.0%
SMMT Summit Therapeutics Inc.	—	73.50K	Thoát	$1.29M	0.0%
HEQT	—	36.64K	Thoát	$1.17M	0.0%
TEFOF	—	285.94K	Thoát	$1.16M	0.0%
IR Ingersoll Rand Inc.	—	14.28K	Thoát	$1.13M	0.0%
FCNCA First Citizens…	—	522	Thoát	$1.12M	0.0%
HEI HEICO Corporation	—	3.41K	Thoát	$1.10M	0.0%
TMDX TransMedics Group, Inc.	—	9.02K	Thoát	$1.10M	0.0%
REYN Reynolds Consumer…	—	46.39K	Thoát	$1.07M	0.0%
DRVN Driven Brands Holdings…	—	71.74K	Thoát	$1.06M	0.0%
VISN Vistance Networks, Inc.	—	58.50K	Thoát	$1.06M	0.0%
MUR Murphy Oil Corporation	—	32.86K	Thoát	$1.03M	0.0%
PACS PACS Group, Inc.	—	26.32K	Thoát	$1.01M	0.0%
INBX Inhibrx Biosciences Inc.	—	12.75K	Thoát	$1.01M	0.0%
KRG Kite Realty Group Trust	—	39.47K	Thoát	$945,704	0.0%
LEU Centrus Energy Corp.	—	3.90K	Thoát	$943,678	0.0%
WFRD Weatherford…	—	12.01K	Thoát	$940,746	0.0%
AHR American Healthcare…	—	19.70K	Thoát	$924,232	0.0%
CPB Campbell Soup Company	—	32.10K	Thoát	$894,711	0.0%
PENN PENN Entertainment, Inc.	—	59.84K	Thoát	$882,601	0.0%
SBRA Sabra Health Care REIT…	—	46.58K	Thoát	$882,552	0.0%
GCOW Pacer Global Cash Cows…	—	20.54K	Thoát	$846,606	0.0%
HIMS Hims & Hers Health, Inc.	—	25.89K	Thoát	$839,888	0.0%
CIVI Civitas Resources, Inc.	—	30.09K	Thoát	$815,431	0.0%
LNC Lincoln National…	—	18.29K	Thoát	$814,911	0.0%
ORA Ormat Technologies, Inc.	—	7.36K	Thoát	$813,660	0.0%
VTC	—	10.36K	Thoát	$804,661	0.0%
NXST Nexstar Media Group…	—	3.93K	Thoát	$800,023	0.0%
TXNM TXNM Energy, Inc.	—	13.53K	Thoát	$796,332	0.0%
CPT Camden Property Trust	—	7.09K	Thoát	$781,268	0.0%
AZZ AZZ Inc.	—	7.16K	Thoát	$765,509	0.0%
NI NiSource Inc	—	18.30K	Thoát	$763,439	0.0%
FRPT Freshpet, Inc.	—	12.56K	Thoát	$762,848	0.0%
HIW Highwoods Properties…	—	29.33K	Thoát	$757,286	0.0%
PLUS ePlus inc.	—	8.55K	Thoát	$749,510	0.0%
R Ryder System, Inc.	—	3.90K	Thoát	$746,832	0.0%
NE Noble Corporation Plc	—	26.26K	Thoát	$742,610	0.0%
CNX CNX Resources…	—	19.83K	Thoát	$730,327	0.0%
MRP Millrose Properties…	—	24.27K	Thoát	$725,319	0.0%
STAG STAG Industrial, Inc.	—	19.28K	Thoát	$709,288	0.0%
THS TreeHouse Foods, Inc.	—	29.78K	Thoát	$702,940	0.0%
MSGE Madison Square Garden…	—	12.94K	Thoát	$697,504	0.0%
HOLX Hologic, Inc.	—	9.32K	Thoát	$694,483	0.0%
WSM Williams-Sonoma, Inc.	—	3.92K	Thoát	$693,863	0.0%
APGE Apogee Therapeutics…	—	9.10K	Thoát	$686,917	0.0%
GKOS Glaukos Corporation	—	5.96K	Thoát	$673,008	0.0%
TKR The Timken Company	—	7.78K	Thoát	$656,382	0.0%
KSS Kohl's Corporation	—	31.30K	Thoát	$638,549	0.0%
CWAN Clearwater Analytics…	—	26.41K	Thoát	$636,874	0.0%
SKYT SkyWater Technology…	—	34.93K	Thoát	$634,245	0.0%
BBNX Beta Bionics, Inc.	—	20.67K	Thoát	$629,848	0.0%
PLXS Plexus Corp.	—	4.20K	Thoát	$617,072	0.0%
STWD Starwood Property…	—	34.12K	Thoát	$612,084	0.0%
AMCR Amcor plc	—	73.08K	Thoát	$611,981	0.0%
ECHO EchoStar Corporation	—	5.59K	Thoát	$607,877	0.0%
DX Dynex Capital, Inc.	—	43.36K	Thoát	$607,316	0.0%
RAL Ralliant Corp	—	11.87K	Thoát	$604,890	0.0%
HROW Harrow Health, Inc.	—	12.23K	Thoát	$599,516	0.0%
CIFR Cipher Mining Inc.	—	40.46K	Thoát	$597,168	0.0%
GPGI GPGI, Inc.	—	30.82K	Thoát	$594,307	0.0%
TMC TMC the metals company…	—	92.84K	Thoát	$572,861	0.0%
AMLX Amylyx Pharmaceuticals…	—	46.34K	Thoát	$559,858	0.0%
PJUL	—	11.67K	Thoát	$541,745	0.0%
ADC Agree Realty Corporation	—	7.51K	Thoát	$540,980	0.0%
NN NextNav Inc.	—	32.35K	Thoát	$538,271	0.0%
IRTC iRhythm Technologies…	—	2.98K	Thoát	$527,628	0.0%
GRPM	—	4.38K	Thoát	$525,164	0.0%

Tuổi vị thế

3460–1 quý

30312–4 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
Fifth Third Bancorp	2642	55.0%	0.8606	So sánh ⇄
Corient Private Wealth LP	2128	51.6%	0.859	So sánh ⇄
Commonwealth Equity Services, Llc	2444	52.3%	0.8434	So sánh ⇄
Bank of New York Mellon Corp	2526	51.5%	0.8333	So sánh ⇄
Wells Fargo & Company/Mn	3219	53.8%	0.8259	So sánh ⇄
Captrust Financial Advisors	2258	54.5%	0.8171	So sánh ⇄
Quantinno Capital Management LP	2362	54.4%	0.8149	So sánh ⇄
Cerity Partners LLC	2438	59.6%	0.8146	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 13 2026 13F-HR · kỳ Q2 2026

$95.19B · 4,694 vị thế · Xem hồ sơ SEC gốc ↗

May 13 2026 13F-HR · kỳ Q1 2026

$85.65B · 5,619 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$83.99B · 5,567 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$77.39B · 5,558 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$69.28B · 5,449 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q1 2026 · hồ sơ mới nhất Aug 13, 2026 · Phương pháp tính thay đổi

☆ Mariner, LLC

Mariner, LLC