Hồ sơ lưu nhà quản lý

Mariner, LLC

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

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$95.19BGiá trị 13F được báo cáo

4,694Vị thế

27.9%Tỷ trọng top 10

77.50Danh mục nắm giữ hiệu lực

5.9%Doanh thu ước tính

+425Mới

−448Thoát 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 47.8% (-2.1pp)

Công nghệ 25.1% (+3.2pp)

Chăm sóc sức khỏe 5.3% (+0.0pp)

Công nghiệp 5.0% (+0.3pp)

Hàng tiêu dùng chu kỳ 4.9% (-0.3pp)

Dịch vụ Truyền thông 4.5% (-0.1pp)

Hàng tiêu dùng thiết yếu 2.6% (-0.4pp)

Năng lượng 2.1% (-0.5pp)

Tiện ích 1.0% (-0.1pp)

Vật liệu Cơ bản 1.0% (-0.1pp)

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 · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	NVDA NVIDIA Corporation	5.5%	$5.10B	25.50M	-0.9%	▼ Trim	3+
2	AAPL Apple Inc.	5.5%	$5.08B	17.55M	+1.8%	▲ Add	3+
3	IVV iShares Core S&P 500 ETF	4.4%	$3.67B	4.91M	+1.8%	▲ Add	3+
4	VEA Vanguard FTSE Developed…	2.8%	$2.53B	35.49M	+4.2%	▲ Add	3+
5	MSFT Microsoft Corporation	2.1%	$1.98B	5.30M	-5.5%	▼ Trim	3+
6	GOOGL Alphabet Inc.	1.7%	$1.59B	4.46M	-1.9%	▼ Trim	3+
7	AMZN Amazon.com, Inc.	1.6%	$1.51B	6.34M	-1.6%	▼ Trim	3+
8	AVGO Broadcom Inc.	1.4%	$1.31B	3.47M	+0.6%	▲ Add	3+
9	IJH iShares Core S&P Mid-Cap ETF	1.3%	$1.23B	15.90M	+1.8%	▲ Add	3+
10	AGG iShares Core U.S. Aggregate…	1.5%	$1.20B	12.08M	+8.1%	▲ Add	3+
11	MU Micron Technology, Inc.	1.1%	$1.06B	917.82K	+81.1%	▲ Add	3+
12	JPM JPMorgan Chase & Co.	1.1%	$1.01B	3.08M	+2.4%	▲ Add	3+
13	SPY State Street SPDR S&P 500…	1.1%	$999.22M	1.34M	-4.8%	▼ Trim	3+
14	VUG Vanguard Morningstar Growth…	1.0%	$898.11M	10.43M	-1.9% ✂	▼ Trim	3+
15	VTV Vanguard Morningstar Value…	1.1%	$888.83M	4.08M	-2.0%	▼ Trim	3+
16	IUSB iShares Core Universal USD…	1.0%	$839.38M	18.19M	+9.5%	▲ Add	3+
17	IEFA iShares Core MSCI EAFE ETF	1.0%	$836.37M	8.66M	+4.4%	▲ Add	3+
18	GOOG Alphabet Inc.	0.9%	$829.43M	2.35M	-3.8%	▼ Trim	3+
19	LLY Eli Lilly and Company	0.9%	$829.32M	691.28K	+3.3%	▲ Add	3+
20	META Meta Platforms, Inc.	0.8%	$786.79M	1.40M	+0.4%	▲ Add	3+
21	TSLA Tesla, Inc.	0.8%	$778.96M	1.85M	+0.8%	▲ Add	3+
22	VWO Vanguard FTSE Emerging…	0.9%	$734.31M	12.30M	+0.8%	▲ Add	3+
23	GLW Corning Inc	0.8%	$713.54M	2.79M	-19.5%	▼ Trim	3+
24	QQQ Invesco QQQ Trust, Series 1	0.8%	$690.30M	937.52K	-12.1%	▼ Trim	3+
25	VB Vanguard Morningstar…	0.7%	$659.15M	2.17M	+2.9%	▲ Add	3+
26	VO Vanguard Morningstar…	0.7%	$657.95M	8.17M	+2.4% ✂	▲ Add	3+
27	IEMG iShares Core MSCI Emerging…	0.8%	$654.44M	7.91M	+1.8%	▲ Add	3+
28	BRK-B Berkshire Hathaway Inc.	0.7%	$603.73M	1.21M	-0.9%	▼ Trim	3+
29	SCHG Schwab U.S. Large-Cap…	0.7%	$588.16M	17.38M	-2.3%	▼ Trim	3+
30	VTI Vanguard Morningstar Total…	0.7%	$574.37M	1.55M	-1.8%	▼ Trim	3+
31	APO Apollo Global Management…	0.6%	$538.52M	4.68M	+0.8%	▲ Add	3+
32	GEV GE Vernova Inc.	0.6%	$530.86M	452.11K	-16.4%	▼ Trim	3+
33	WMT Walmart Inc.	0.6%	$523.08M	4.62M	-3.4%	▼ Trim	3+
34	CRWD CrowdStrike Holdings, Inc.	0.5%	$476.17M	624.14K	+2.1%	▲ Add	3+
35	JNJ Johnson & Johnson	0.5%	$475.01M	1.87M	+0.7%	▲ Add	3+
36	AMAT Applied Materials, Inc.	0.5%	$449.09M	621.35K	+29.4%	▲ Add	3+
37	VOO Vanguard S&P 500 ETF	0.6%	$439.89M	640.50K	-9.1%	▼ Trim	3+
38	IVW iShares S&P 500 Growth ETF	0.5%	$420.12M	3.05M	-8.3%	▼ Trim	3+
39	PG The Procter & Gamble Company	0.4%	$405.38M	2.76M	-3.4%	▼ Trim	3+
40	AMGN Amgen Inc.	0.4%	$386.64M	1.07M	+1.7%	▲ Add	3+
41	AMD Advanced Micro Devices, Inc.	0.4%	$382.72M	658.90K	-9.2%	▼ Trim	3+
42	COST Costco Wholesale Corporation	0.4%	$373.70M	399.47K	-3.9%	▼ Trim	3+
43	KLAC KLA Corporation	0.4%	$373.43M	1.24M	+0.6% ✂	▲ Add	3+
44	LRCX Lam Research Corporation	0.4%	$371.32M	856.94K	-2.6%	▼ Trim	3+
45	TJX The TJX Companies, Inc.	0.4%	$362.41M	2.39M	+45.4%	▲ Add	3+
46	PNC The PNC Financial Services…	0.4%	$361.48M	1.47M	+3.2%	▲ Add	3+
47	MRK Merck & Co., Inc.	0.4%	$346.85M	2.70M	-0.5%	▼ Trim	3+
48	V Visa Inc.	0.4%	$343.99M	1.00M	-0.4%	▼ Trim	3+
49	ABBV AbbVie Inc.	0.4%	$333.65M	1.33M	+4.2%	▲ Add	3+
50	IVV iShares Core S&P 500 ETF	4.4%	$315.79M	421.71K	+1.8%	▲ Add	3+
51	XONA.DE Exxon Mobil Corporation	0.4%	$315.62M	2.31M	-1.9%	▼ Trim	3+
52	MA Mastercard Incorporated	0.3%	$315.33M	614.00K	-0.6%	▼ Trim	3+
53	CAT Caterpillar Inc.	0.3%	$311.73M	292.74K	-3.7%	▼ Trim	3+
54	EFA iShares MSCI EAFE ETF	0.3%	$294.03M	2.83M	-7.5%	▼ Trim	3+
55	CDNS Cadence Design Systems, Inc.	0.3%	$282.18M	751.91K	+7.3%	▲ Add	3+
56	FAST Fastenal Company	0.3%	$279.08M	5.81M	+40.3%	▲ Add	3+
57	CVX Chevron Corporation	0.3%	$278.39M	1.68M	+4.2%	▲ Add	3+
58	VIG Vanguard Dividend…	0.3%	$277.62M	1.17M	-8.9%	▼ Trim	3+
59	BRK-A Berkshire Hathaway Inc.	0.3%	$275.58M	368	+5.4%	▲ Add	3+
60	CMI Cummins Inc.	0.3%	$273.83M	384.00K	+61.0%	▲ Add	3+
61	SCHV Schwab U.S. Large-Cap Value…	0.3%	$273.37M	7.85M	-0.3%	▼ Trim	3+
62	NEE NextEra Energy, Inc.	0.3%	$273.21M	3.11M	-0.2%	▼ Trim	3+
63	SCHX Schwab U.S. Large-Cap ETF	0.3%	$271.13M	9.21M	-0.7%	▼ Trim	3+
64	PLTR Palantir Technologies Inc.	0.3%	$257.94M	2.21M	+15.4%	▲ Add	3+
65	SCHF Schwab International Equity…	0.3%	$252.13M	9.10M	-3.1%	▼ Trim	3+
66	CSCO Cisco Systems, Inc.	0.3%	$249.11M	2.12M	-7.8%	▼ Trim	3+
67	NDAQ Nasdaq, Inc.	0.3%	$245.32M	3.11M	+6.3%	▲ Add	3+
68	JCPB JPMorgan Core Plus Bond ETF	0.3%	$243.33M	5.18M	+14.2%	▲ Add	3+
69	TSM Taiwan Semiconductor…	0.3%	$243.10M	509.22K	-7.5%	▼ Trim	3+
70	IWM iShares Russell 2000 ETF	0.3%	$235.63M	784.25K	+18.3%	▲ Add	3+
71	HD The Home Depot, Inc.	0.3%	$234.15M	663.94K	-38.0%	▼ Trim	3+
72	IJR iShares Core S&P Small-Cap…	0.3%	$233.46M	1.57M	-5.2%	▼ Trim	3+
73	LIN Linde plc	0.2%	$230.48M	444.20K	+1.7%	▲ Add	3+
74	NFLX Netflix, Inc.	0.2%	$227.03M	3.18M	+21.6%	▲ Add	3+
75	IXUS iShares Core MSCI Total…	0.2%	$221.37M	2.32M	-0.9%	▼ Trim	3+
76	IWB iShares Russell 1000 ETF	0.2%	$219.44M	535.88K	-2.5%	▼ Trim	3+
77	P Everpure, Inc.	0.2%	$218.52M	2.78M	+0.8%	▲ Add	3+
78	PSX Phillips 66	0.2%	$218.22M	1.29M	+7.3%	▲ Add	3+
79	SCHW The Charles Schwab…	0.2%	$215.91M	2.34M	+12.0%	▲ Add	3+
80	TT Trane Technologies plc	0.2%	$215.73M	439.34K	+7.9%	▲ Add	3+
81	IVE iShares S&P 500 Value ETF	0.3%	$215.60M	949.54K	-6.6%	▼ Trim	3+
82	MCD McDonald's Corporation	0.2%	$211.31M	781.77K	-4.1%	▼ Trim	3+
83	TXN Texas Instruments…	0.2%	$211.03M	708.00K	+10.5%	▲ Add	3+
84	SCHD Schwab U.S. Dividend Equity…	0.2%	$210.61M	6.64M	-8.3%	▼ Trim	3+
85	TDY Teledyne Technologies…	0.2%	$208.83M	313.33K	-3.6%	▼ Trim	3+
86	VNQ Vanguard Real Estate ETF	0.2%	$207.74M	2.15M	+4.8%	▲ Add	3+
87	IWF iShares Russell 1000 Growth…	0.3%	$205.33M	1.65M	-12.6% ✂	▼ Trim	3+
88	GS The Goldman Sachs Group…	0.2%	$203.35M	201.05K	+6.1%	▲ Add	3+
89	IEI iShares 3-7 Year Treasury…	0.3%	$202.64M	1.73M	+6.1%	▲ Add	3+
90	MUB iShares National Muni Bond…	0.2%	$194.81M	1.81M	-0.6%	▼ Trim	3+
91	MS Morgan Stanley	0.2%	$190.05M	909.13K	+3.4%	▲ Add	3+
92	SYK Stryker Corporation	0.2%	$188.63M	598.79K	-5.9%	▼ Trim	3+
93	GE GE Aerospace	0.2%	$188.08M	503.24K	-2.0%	▼ Trim	3+
94	DGRO iShares Core Dividend…	0.2%	$187.88M	2.48M	-7.0%	▼ Trim	3+
95	UNH UnitedHealth Group…	0.2%	$187.32M	450.67K	+7.3%	▲ Add	3+
96	VTEB Vanguard Tax-Exempt Bond ETF	0.3%	$186.86M	3.69M	+12.0%	▲ Add	3+
97	INTC Intel Corp.	0.2%	$186.22M	1.33M	+2.4%	▲ Add	3+
98	PANW Palo Alto Networks, Inc.	0.2%	$183.97M	539.58K	-5.6%	▼ Trim	3+
99	IVV iShares Core S&P 500 ETF	4.4%	$183.25M	244.69K	+1.8%	▲ Add	3+
100	VV Vanguard Morningstar…	0.2%	$171.40M	498.44K	-3.6%	▼ Trim	3+
101	XLK State Street Technology…	0.2%	$170.83M	896.69K	-11.5%	▼ Trim	3+
102	ANET Arista Networks, Inc.	0.2%	$167.49M	986.24K	-2.8%	▼ Trim	3+
103	IBM International Business…	0.2%	$163.43M	581.19K	+11.2%	▲ Add	3+
104	AGG iShares Core U.S. Aggregate…	1.5%	$159.37M	1.61M	+8.1%	▲ Add	3+
105	BAC Bank of America Corporation	0.2%	$158.85M	2.79M	+6.2%	▲ Add	3+
106	IWY iShares Russell Top 200…	0.3%	$157.56M	542.15K	-28.8%	▼ Trim	3+
107	KO The Coca-Cola Company	0.2%	$156.40M	1.92M	-6.2%	▼ Trim	3+
108	DFAE Dimensional - Emerging Core…	0.2%	$155.11M	3.86M	+2.4%	▲ Add	3+
109	BIV Vanguard Intermediate-Term…	0.2%	$154.70M	2.02M	+1.0%	▲ Add	3+
110	ORCL Oracle Corporation	0.2%	$148.24M	1.01M	+2.3%	▲ Add	3+
111	PRF Invesco RAFI US 1000 ETF	0.2%	$146.76M	2.72M	+1.5%	▲ Add	3+
112	JAZZ Jazz Pharmaceuticals plc	0.2%	$144.84M	601.16K	+1420.9%	▲ Add	3+
113	ETN Eaton Corporation plc	0.2%	$144.60M	339.47K	-7.6%	▼ Trim	3+
114	MPC Marathon Petroleum…	0.2%	$142.58M	555.21K	+1.0%	▲ Add	3+
115	DFAI Dimensional - International…	0.2%	$142.24M	3.45M	+1.6%	▲ Add	3+
116	EFV iShares MSCI EAFE Value ETF	0.2%	$141.60M	1.85M	+112.9%	▲ Add	3+
117	EXPE Expedia Group, Inc.	0.1%	$140.57M	549.10K	+5.5%	▲ Add	3+
118	ITOT iShares Core S&P Total U.S.…	0.2%	$138.67M	844.78K	-3.9%	▼ Trim	3+
119	JAAA Janus Henderson AAA CLO ETF	0.1%	$136.97M	2.71M	-1.6%	▼ Trim	3+
120	VTV Vanguard Morningstar Value…	1.1%	$135.66M	622.49K	-2.0%	▼ Trim	3+
121	DUK Duke Energy Corporation	0.1%	$131.80M	1.04M	-5.9%	▼ Trim	3+
122	BLK BlackRock, Inc.	0.1%	$130.80M	136.03K	-0.3%	▼ Trim	3+
123	SPDW State Street SPDR Portfolio…	0.2%	$129.32M	2.57M	-6.9%	▼ Trim	3+
124	C Citigroup Inc.	0.1%	$127.82M	913.13K	+8.3%	▲ Add	3+
125	GLD SPDR Gold Shares	0.1%	$127.19M	345.26K	-20.6%	▼ Trim	3+
126	IWY iShares Russell Top 200…	0.3%	$126.98M	436.93K	-28.8%	▼ Trim	3+
127	DASH DoorDash, Inc.	0.1%	$126.40M	685.00K	-2.8%	▼ Trim	3+
128	ASML ASML Holding N.V.	0.1%	$125.23M	62.96K	-7.2%	▼ Trim	3+
129	IGF iShares Global…	0.1%	$124.30M	1.87M	+6.9%	▲ Add	3+
130	SPYM State Street SPDR Portfolio…	0.2%	$122.61M	1.40M	-24.8%	▼ Trim	3+
131	ADI Analog Devices, Inc.	0.1%	$121.83M	306.77K	+0.4%	▲ Add	3+
132	WM Waste Management, Inc.	0.1%	$121.68M	545.95K	-8.6%	▼ Trim	3+
133	DELL Dell Technologies Inc.	0.1%	$119.97M	278.07K	+6.9%	▲ Add	3+
134	VOE Vanguard Morningstar…	0.1%	$119.44M	604.40K	+2.3%	▲ Add	3+
135	PEP PepsiCo, Inc.	0.1%	$118.87M	877.86K	-12.1%	▼ Trim	3+
136	AAPL Apple Inc.	5.5%	$117.64M	406.76K	+1.8%	▲ Add	3+
137	VOO Vanguard S&P 500 ETF	0.6%	$117.64M	171.29K	-9.1%	▼ Trim	3+
138	SCHB Schwab U.S. Broad Market ETF	0.1%	$117.40M	4.05M	-6.3%	▼ Trim	3+
139	WDC Western Digital Corporation	0.1%	$117.36M	183.74K	+4.7%	▲ Add	3+
140	IUSB iShares Core Universal USD…	1.0%	$117.09M	2.54M	+9.5%	▲ Add	3+
141	SCHA Schwab U.S. Small-Cap ETF	0.1%	$116.99M	3.24M	-2.9%	▼ Trim	3+
142	AGG iShares Core U.S. Aggregate…	1.5%	$116.62M	1.18M	+8.1%	▲ Add	3+
143	T AT&T Inc.	0.1%	$116.36M	5.62M	+4.3%	▲ Add	3+
144	VEA Vanguard FTSE Developed…	2.8%	$111.68M	1.57M	+4.2%	▲ Add	3+
145	DFUS Dimensional U.S. Equity ETF	0.2%	$107.60M	1.31M	-12.6%	▼ Trim	3+
146	KMI Kinder Morgan, Inc.	0.1%	$106.07M	3.32M	-0.5%	▼ Trim	3+
147	DHR Danaher Corporation	0.1%	$105.63M	554.43K	+28.8%	▲ Add	3+
148	MCK McKesson Corporation	0.1%	$105.52M	139.66K	-1.4%	▼ Trim	3+
149	DFUS Dimensional U.S. Equity ETF	0.2%	$105.07M	1.28M	-12.6%	▼ Trim	3+
150	APH Amphenol Corporation	0.1%	$104.69M	593.84K	-5.9%	▼ Trim	3+
151	VT Vanguard Total World Stock…	0.1%	$103.78M	664.09K	-9.2%	▼ Trim	3+
152	VBR Vanguard Morningstar…	0.1%	$103.40M	425.53K	+0.2%	▲ Add	3+
153	URI United Rentals, Inc.	0.1%	$103.30M	91.19K	+5.9%	▲ Add	3+
154	BND Vanguard Total Bond Market…	0.2%	$102.04M	1.39M	-7.2%	▼ Trim	3+
155	SNDK Sandisk Corporation	0.1%	$101.45M	44.63K	-12.3%	▼ Trim	3+
156	VTI Vanguard Morningstar Total…	0.7%	$99.11M	267.86K	-1.8%	▼ Trim	3+
157	NET Cloudflare, Inc.	0.1%	$98.09M	401.06K	-7.1%	▼ Trim	3+
158	IVOV VANGUARD ADMIRAL FDS INC	0.1%	$97.88M	858.07K	-0.5%	▼ Trim	3+
159	IEUR iShares Core MSCI Europe ETF	0.1%	$97.71M	1.30M	+807.8%	▲ Add	3+
160	IEFA iShares Core MSCI EAFE ETF	1.0%	$97.42M	1.01M	+4.4%	▲ Add	3+
161	PFF iShares Preferred and…	0.1%	$96.51M	3.16M	-6.5%	▼ Trim	3+
162	QCOM QUALCOMM Incorporated	0.1%	$96.16M	520.28K	-4.1%	▼ Trim	3+
163	IWP iShares Russell Mid-Cap…	0.1%	$95.63M	653.16K	-1.7%	▼ Trim	3+
164	EQIX Equinix, Inc.	0.1%	$95.27M	91.37K	+8.5%	▲ Add	3+
165	RTX RTX Corporation	0.1%	$95.15M	501.52K	-0.8%	▼ Trim	3+
166	IWD iShares Russell 1000 Value…	0.1%	$94.70M	390.62K	-5.2%	▼ Trim	3+
167	IWR iShares Russell Mid-Cap ETF	0.2%	$94.58M	857.37K	-1.2%	▼ Trim	3+
168	UBER Uber Technologies, Inc.	0.1%	$94.45M	1.31M	-5.7%	▼ Trim	3+
169	VYMI Vanguard International High…	0.1%	$93.84M	955.63K	+0.3%	▲ Add	3+
170	EEM iShares MSCI Emerging…	0.1%	$93.32M	1.36M	+16.9%	▲ Add	3+
171	IWR iShares Russell Mid-Cap ETF	0.2%	$92.96M	842.65K	-1.2%	▼ Trim	3+
172	IVOG VANGUARD ADMIRAL FDS INC	0.1%	$92.43M	631.79K	-0.6%	▼ Trim	3+
173	SPYV State Street SPDR Portfolio…	0.1%	$90.41M	1.49M	-25.3%	▼ Trim	3+
174	SCHM Schwab U.S. Mid-Cap ETF	0.1%	$89.48M	2.43M	-3.7%	▼ Trim	3+
175	PM Philip Morris International…	0.1%	$88.95M	491.66K	+4.4%	▲ Add	3+
176	RSP Invesco S&P 500 Equal…	0.1%	$88.50M	415.92K	-6.0%	▼ Trim	3+
177	FIX Comfort Systems USA, Inc.	0.1%	$87.19M	43.99K	-0.2%	▼ Trim	3+
178	WFC Wells Fargo & Company	0.1%	$87.07M	1.05M	+15.5%	▲ Add	3+
179	CB Chubb Limited	0.1%	$86.39M	253.53K	+3.1%	▲ Add	3+
180	VYM Vanguard High Dividend…	0.1%	$86.19M	545.38K	-2.6%	▼ Trim	3+
181	STX Seagate Technology Holdings…	0.1%	$85.87M	88.98K	+34.2%	▲ Add	3+
182	AMT American Tower Corporation	0.1%	$84.69M	517.63K	+17.8%	▲ Add	3+
183	LOW Lowe's Companies, Inc.	0.1%	$84.51M	383.29K	-25.6%	▼ Trim	3+
184	BKNG Booking Holdings Inc.	0.1%	$84.32M	472.98K	-31.4% ✂	▼ Trim	3+
185	BMY Bristol-Myers Squibb Company	0.1%	$83.31M	1.45M	-5.9%	▼ Trim	3+
186	NVDA NVIDIA Corporation	5.5%	$83.13M	416.36K	-0.9%	▼ Trim	3+
187	TGT Target Corporation	0.1%	$82.84M	634.27K	+5.7%	▲ Add	3+
188	MRSH Marsh & McLennan Companies…	0.1%	$81.94M	491.64K	-13.5%	▼ Trim	3+
189	USMV iShares MSCI USA Min Vol…	0.1%	$81.82M	848.26K	-13.7%	▼ Trim	3+
190	SUB iShares Short-Term National…	0.1%	$81.79M	768.24K	-3.8%	▼ Trim	3+
191	IAU iShares Gold Trust	0.1%	$81.46M	1.08M	-18.7%	▼ Trim	3+
192	IDEV iShares Core MSCI…	0.1%	$80.76M	907.27K	+0.9%	▲ Add	3+
193	VGT Vanguard Information…	0.1%	$79.08M	661.63K	-10.0% ✂	▼ Trim	3+
194	DE Deere & Company	0.1%	$78.76M	124.18K	-16.5%	▼ Trim	3+
195	CINF Cincinnati Financial…	0.1%	$77.85M	420.51K	-5.3%	▼ Trim	3+
196	SPYG State Street SPDR Portfolio…	0.1%	$77.42M	650.63K	-38.8%	▼ Trim	3+
197	DFAC Dimensional - US Core…	0.2%	$77.11M	1.74M	-19.9%	▼ Trim	3+
198	PSQA PALMER SQUARE FUNDS TR	0.1%	$76.67M	3.75M	+63.4%	▲ Add	3+
199	GBIL Goldman Sachs Access…	0.1%	$75.58M	754.57K	+103.3%	▲ Add	3+
200	VIOO Vanguard S&P Small-Cap 600…	0.1%	$75.34M	547.76K	-4.2%	▼ Trim	3+
201	TFLO iShares Treasury Floating…	0.1%	$75.33M	1.49M	+1.6%	▲ Add	3+
202	NTAP NetApp, Inc.	0.1%	$74.94M	484.26K	-3.3%	▼ Trim	3+
203	CME CME Group Inc.	0.1%	$74.68M	338.20K	-4.0%	▼ Trim	3+
204	ABT Abbott Laboratories	0.1%	$74.59M	821.92K	+21.4%	▲ Add	3+
205	GILD Gilead Sciences, Inc.	0.1%	$73.06M	578.26K	-2.2%	▼ Trim	3+
206	MINT PIMCO Enhanced Short…	0.1%	$72.33M	717.51K	-43.8%	▼ Trim	3+
207	IFRA iShares U.S. Infrastructure…	0.1%	$72.32M	1.15M	+8.9%	▲ Add	3+
208	EMXC iShares MSCI Emerging…	0.1%	$71.80M	701.83K	+5.3%	▲ Add	3+
209	AZN AstraZeneca PLC	0.1%	$71.59M	377.50K	+3.3%	▲ Add	3+
210	PGR The Progressive Corporation	0.1%	$71.37M	326.73K	-6.7%	▼ Trim	3+
211	FDX FedEx Corporation	0.1%	$71.23M	227.46K	-7.1% ✂	▼ Trim	3+
212	MO Altria Group, Inc.	0.1%	$71.22M	989.88K	+5.3%	▲ Add	3+
213	VCSH Vanguard Short-Term…	0.1%	$71.04M	898.91K	+9.9%	▲ Add	3+
214	MDY State Street SPDR S&P…	0.1%	$70.36M	100.09K	-1.8%	▼ Trim	3+
215	LMT Lockheed Martin Corporation	0.1%	$69.73M	136.87K	-10.3%	▼ Trim	3+
216	MGK Vanguard Morningstar Mega…	0.1%	$69.52M	790.77K	-6.8% ✂	▼ Trim	3+
217	DG Dollar General Corporation	0.1%	$69.35M	602.46K	+1.4%	▲ Add	3+
218	SNOW Snowflake Inc.	0.1%	$69.34M	272.45K	-2.1%	▼ Trim	3+
219	DFAC Dimensional - US Core…	0.2%	$69.26M	1.56M	-19.9%	▼ Trim	3+
220	SPDW State Street SPDR Portfolio…	0.2%	$69.13M	1.37M	-6.9%	▼ Trim	3+
221	VRT Vertiv Holdings Co	0.1%	$68.65M	205.09K	+10.4%	▲ Add	3+
222	IEMG iShares Core MSCI Emerging…	0.8%	$68.37M	825.70K	+1.8%	▲ Add	3+
223	ISTB iShares Core 1-5 Year USD…	0.1%	$68.00M	1.41M	+6.7%	▲ Add	3+
224	IGSB iShares 1-5 Year Investment…	0.1%	$67.89M	1.30M	-0.6%	▼ Trim	3+
225	VBK Vanguard Morningstar…	0.1%	$67.83M	185.47K	-3.7%	▼ Trim	3+
226	VWO Vanguard FTSE Emerging…	0.9%	$67.45M	1.13M	+0.8%	▲ Add	3+
227	SPY State Street SPDR S&P 500…	1.1%	$67.42M	90.34K	-4.8%	▼ Trim	3+
228	EMR Emerson Electric Co.	0.1%	$67.22M	469.55K	-9.7%	▼ Trim	3+
229	PLD Prologis, Inc.	0.1%	$66.57M	491.37K	-0.8%	▼ Trim	3+
230	GSK GSK plc	0.1%	$66.21M	1.26M	+4.4%	▲ Add	3+
231	SCHG Schwab U.S. Large-Cap…	0.7%	$65.23M	1.93M	-2.3%	▼ Trim	3+
232	VRTX Vertex Pharmaceuticals…	0.1%	$64.50M	129.84K	+2.3%	▲ Add	3+
233	MMM 3M Company	0.1%	$64.32M	397.24K	-3.0%	▼ Trim	3+
234	MPLX MPLX Lp	0.1%	$63.85M	1.13M	-0.8%	▼ Trim	3+
235	NOW ServiceNow, Inc.	0.1%	$62.96M	634.12K	-28.5%	▼ Trim	3+
236	FTNT Fortinet, Inc.	0.1%	$62.39M	406.09K	-6.3%	▼ Trim	3+
237	BA The Boeing Company	0.1%	$61.96M	286.23K	+12.4%	▲ Add	3+
238	AXP American Express Company	0.1%	$61.65M	182.26K	-14.0%	▼ Trim	3+
239	REGN Regeneron Pharmaceuticals…	0.1%	$61.63M	98.83K	-19.3%	▼ Trim	3+
240	AEP American Electric Power…	0.1%	$61.35M	448.38K	-8.0%	▼ Trim	3+
241	SPEM State Street SPDR Portfolio…	0.1%	$61.34M	1.18M	-33.7%	▼ Trim	3+
242	CLS Celestica Inc.	0.1%	$61.17M	167.68K	+23.9%	▲ Add	3+
243	SYY Sysco Corporation	0.1%	$61.01M	730.01K	+10.5%	▲ Add	3+
244	VZ Verizon Communications Inc.	0.1%	$60.90M	1.44M	+11.5%	▲ Add	3+
245	SHW The Sherwin-Williams Company	0.1%	$60.74M	176.42K	-3.7%	▼ Trim	3+
246	APD Air Products and Chemicals…	0.1%	$60.71M	207.10K	+1.8%	▲ Add	3+
247	CNC Centene Corp.	0.1%	$60.63M	944.48K	-2.0%	▼ Trim	3+
248	TER Teradyne, Inc.	0.1%	$60.01M	124.05K	+12.0%	▲ Add	3+
249	QUAL iShares MSCI USA Quality…	0.1%	$59.65M	271.83K	-16.6%	▼ Trim	3+
250	UPS United Parcel Service, Inc.	0.1%	$59.31M	551.70K	-5.0%	▼ Trim	3+
251	MDT Medtronic plc	0.1%	$59.21M	756.85K	+11.8%	▲ Add	3+
252	HFXI NYLI FTSE International…	0.1%	$59.19M	1.55M	-0.7%	▼ Trim	3+
253	BIL State Street SPDR Bloomberg…	0.1%	$59.09M	644.83K	-42.2%	▼ Trim	3+
254	TMO Thermo Fisher Scientific…	0.1%	$58.89M	117.45K	-9.3%	▼ Trim	3+
255	PRU Prudential Financial, Inc.	0.1%	$58.55M	542.45K	+18.3%	▲ Add	3+
256	IMTB ISHARES TR	0.1%	$58.49M	1.34M	+2.7%	▲ Add	3+
257	COF Capital One Financial…	0.1%	$58.28M	290.47K	+42.6%	▲ Add	3+
258	ACN Accenture plc	0.1%	$58.06M	466.60K	+1.3%	▲ Add	3+
259	NTRS Northern Trust Corporation	0.1%	$57.93M	333.20K	+87.7%	▲ Add	3+
260	MRVL Marvell Technology, Inc.	0.1%	$57.52M	193.13K	+13.6%	▲ Add	3+
261	UNP Union Pacific Corporation	0.1%	$56.88M	209.11K	-12.7%	▼ Trim	3+
262	AME AMETEK, Inc.	0.1%	$56.87M	235.04K	-8.3%	▼ Trim	3+
263	HDV iShares Core High Dividend…	0.1%	$56.79M	2.07M	-5.0% ✂	▼ Trim	3+
264	PAYX Paychex, Inc.	0.1%	$56.63M	575.90K	+15.6%	▲ Add	3+
265	ITW Illinois Tool Works Inc.	0.1%	$56.21M	207.83K	+8.1%	▲ Add	3+
266	VTV Vanguard Morningstar Value…	1.1%	$55.83M	256.19K	-2.0%	▼ Trim	3+
267	QUAL iShares MSCI USA Quality…	0.1%	$55.74M	254.02K	-16.6%	▼ Trim	3+
268	BKDV BNY Mellon Dynamic Value ETF	0.1%	$55.16M	1.65M	+79.7%	▲ Add	2
269	TMUS T-Mobile US, Inc.	0.1%	$54.89M	327.11K	+59.8%	▲ Add	3+
270	MSFT Microsoft Corporation	2.1%	$54.36M	145.73K	-5.5%	▼ Trim	3+
271	OEF iShares S&P 100 ETF	0.1%	$54.09M	147.97K	-5.6%	▼ Trim	3+
272	ABNB Airbnb, Inc.	0.1%	$54.05M	377.66K	+18.4%	▲ Add	3+
273	OMFL Invesco Russell 1000…	0.1%	$53.94M	786.92K	-6.7%	▼ Trim	3+
274	VTEB Vanguard Tax-Exempt Bond ETF	0.3%	$53.54M	1.06M	+12.0%	▲ Add	3+
275	VLO Valero Energy Corporation	0.1%	$53.54M	205.56K	+20.9%	▲ Add	3+
276	VUG Vanguard Morningstar Growth…	1.0%	$53.50M	621.05K	-1.9% ✂	▼ Trim	3+
277	SCHE Schwab Emerging Markets…	0.1%	$52.95M	1.46M	+1.0%	▲ Add	3+
278	PFE Pfizer Inc.	0.1%	$52.79M	2.19M	+28.6%	▲ Add	3+
279	CRM Salesforce, Inc.	0.1%	$52.67M	336.15K	-20.8%	▼ Trim	3+
280	KKR KKR & Co. Inc.	0.1%	$52.38M	570.67K	+1.8%	▲ Add	3+
281	GM General Motors Company	0.1%	$52.27M	678.08K	+30.5%	▲ Add	3+
282	AMZN Amazon.com, Inc.	1.6%	$52.11M	218.70K	-1.6%	▼ Trim	3+
283	VOT Vanguard Morningstar…	0.1%	$51.78M	169.04K	+0.3%	▲ Add	3+
284	CMF iShares California Muni…	0.1%	$51.10M	886.48K	+1.4%	▲ Add	3+
285	JEPQ JPMorgan Nasdaq Equity…	0.1%	$51.08M	831.08K	-21.5%	▼ Trim	3+
286	FNDF Schwab Fundamental…	0.1%	$51.04M	967.49K	+6.4%	▲ Add	3+
287	SGOV iShares 0-3 Month Treasury…	0.1%	$50.96M	506.23K	-0.3%	▼ Trim	3+
288	VXUS Vanguard Total…	0.1%	$50.79M	594.36K	+37.6%	▲ Add	3+
289	IEI iShares 3-7 Year Treasury…	0.3%	$50.66M	431.35K	+6.1%	▲ Add	3+
290	NEM Newmont Corporation	0.1%	$50.64M	542.21K	-10.6%	▼ Trim	3+
291	GD General Dynamics Corporation	0.1%	$50.42M	142.34K	-14.4%	▼ Trim	3+
292	FCX Freeport-McMoRan Inc.	0.1%	$50.33M	800.40K	+19.4%	▲ Add	3+
293	VOOG Vanguard S&P 500 Growth ETF	0.1%	$50.28M	608.61K	-37.9% ✂	▼ Trim	3+
294	VXF Vanguard Extended Market ETF	0.1%	$50.24M	204.06K	-3.6%	▼ Trim	3+
295	PAVE Global X - U.S.…	0.1%	$50.09M	850.17K	-3.6%	▼ Trim	3+
296	BOXX EA SERIES TRUST	0.1%	$50.08M	427.74K	+61.2%	▲ Add	3+
297	SWK Stanley Black & Decker, Inc.	0.1%	$49.99M	531.11K	+3.7%	▲ Add	3+
298	MAR Marriott International, Inc.	0.1%	$49.64M	133.91K	-2.8%	▼ Trim	3+
299	IEFA iShares Core MSCI EAFE ETF	1.0%	$49.24M	509.86K	+4.4%	▲ Add	3+
300	DFIC Dimensional - International…	0.1%	$49.15M	1.32M	+1.4%	▲ Add	3+
301	CI Cigna Corporation	0.1%	$48.85M	177.20K	+0.6%	▲ Add	3+
302	PCG PG&E Corporation	0.1%	$48.83M	2.90M	+3.1%	▲ Add	3+
303	ISRG Intuitive Surgical, Inc.	0.1%	$48.80M	122.70K	-11.6%	▼ Trim	3+
304	DVY iShares Select Dividend ETF	0.1%	$48.75M	311.60K	-19.6%	▼ Trim	3+
305	BKR Baker Hughes Company	0.1%	$47.77M	860.49K	-14.8%	▼ Trim	3+
306	VONG Vanguard Russell 1000…	0.1%	$47.57M	372.23K	-14.8%	▼ Trim	3+
307	QQQM Invesco NASDAQ 100 ETF	0.1%	$47.45M	156.62K	-66.8%	▼ Trim	3+
308	ACGL Arch Capital Group Ltd.	0.1%	$47.37M	488.07K	+132.3%	▲ Add	3+
309	EIX Edison International	0.1%	$47.27M	634.84K	+0.8%	▲ Add	3+
310	MPWR Monolithic Power Systems…	0.1%	$47.02M	34.04K	-16.4%	▼ Trim	3+
311	SBUX Starbucks Corporation	0.1%	$46.86M	458.56K	-9.7%	▼ Trim	3+
312	SPGI S&P Global Inc.	0.1%	$46.80M	114.92K	-12.7%	▼ Trim	3+
313	HON Honeywell International Inc.	0.1%	$46.44M	207.42K	-8.4% ✂	▼ Trim	3+
314	IQLT iShares MSCI Intl Quality…	0.1%	$45.72M	922.61K	-2.6%	▼ Trim	3+
315	JBHT J.B. Hunt Transport…	0.0%	$45.70M	157.91K	+13.4%	▲ Add	3+
316	CP Canadian Pacific Kansas…	0.0%	$45.57M	525.84K	+335.4%	▲ Add	3+
317	JCI Johnson Controls…	0.1%	$45.55M	311.84K	+18.5%	▲ Add	3+
318	HONA Honeywell Aerospace Inc	0.1%	$45.42M	205.44K	Mới	New	1
319	LITE Lumentum Holdings Inc.	0.1%	$45.42M	52.93K	+68.4%	▲ Add	3+
320	IWS iShares Russell Mid-Cap…	0.1%	$45.24M	274.82K	+1.9%	▲ Add	3+
321	SOXX iShares Semiconductor ETF	0.0%	$44.99M	70.22K	-8.7%	▼ Trim	3+
322	SCHV Schwab U.S. Large-Cap Value…	0.3%	$44.96M	1.29M	-0.3%	▼ Trim	3+
323	EPD Enterprise Products…	0.0%	$44.93M	1.22M	-7.5%	▼ Trim	3+
324	ICSH iShares Ultra Short…	0.1%	$44.84M	886.55K	-2.7%	▼ Trim	3+
325	DFAT Dimensional - US Targeted…	0.1%	$44.69M	639.33K	-7.9%	▼ Trim	3+
326	CRS Carpenter Technology…	0.0%	$44.65M	72.39K	+98.6%	▲ Add	3+
327	DFAS Dimensional - US Small Cap…	0.1%	$44.24M	537.34K	+6.1%	▲ Add	3+
328	DFEM Dimensional - Emerging…	0.1%	$44.13M	1.09M	+9.9%	▲ Add	3+
329	AON Aon plc	0.0%	$43.37M	130.76K	+72.1%	▲ Add	3+
330	AGX Argan, Inc.	0.0%	$42.96M	53.79K	-4.4%	▼ Trim	3+
331	VWO Vanguard FTSE Emerging…	0.9%	$42.38M	710.26K	+0.8%	▲ Add	3+
332	SPSB State Street SPDR Portfolio…	0.1%	$42.27M	1.41M	+3.5%	▲ Add	3+
333	DDOG Datadog, Inc.	0.0%	$42.20M	162.09K	+20.1%	▲ Add	3+
334	GOOG Alphabet Inc.	0.9%	$41.97M	118.82K	-3.8%	▼ Trim	3+
335	FCF First Commonwealth…	0.0%	$41.59M	2.05M	-0.2%	▼ Trim	3+
336	USB U.S. Bancorp	0.0%	$41.58M	688.43K	-5.5%	▼ Trim	3+
337	DAL Delta Air Lines, Inc.	0.0%	$41.57M	443.90K	-3.6%	▼ Trim	3+
338	VCIT Vanguard Intermediate-Term…	0.1%	$41.34M	500.11K	+6.0%	▲ Add	3+
339	TRV The Travelers Companies…	0.0%	$40.97M	124.11K	+9.2%	▲ Add	3+
340	ELV Elevance Health Inc.	0.0%	$40.68M	105.19K	+62.4%	▲ Add	3+
341	PH Parker-Hannifin Corporation	0.0%	$40.53M	41.44K	+40.1%	▲ Add	3+
342	BSX Boston Scientific…	0.0%	$40.47M	947.93K	-61.3%	▼ Trim	3+
343	IMCG iShares Morningstar Mid-Cap…	0.0%	$40.31M	410.06K	-8.6%	▼ Trim	3+
344	DFLV Dimensional - US Large Cap…	0.0%	$39.76M	1.01M	-5.1%	▼ Trim	3+
345	GOOGL Alphabet Inc.	1.7%	$39.72M	111.17K	-1.9%	▼ Trim	3+
346	EFG iShares MSCI EAFE Growth ETF	0.0%	$39.55M	317.89K	-10.2%	▼ Trim	3+
347	DIA State Street SPDR Dow Jones…	0.0%	$39.50M	75.62K	-4.8%	▼ Trim	3+
348	VGSH Vanguard Short-Term…	0.0%	$39.48M	678.36K	+6.3%	▲ Add	3+
349	DSI iShares ESG MSCI KLD 400 ETF	0.1%	$39.31M	276.25K	+0.4%	▲ Add	3+
350	FTI TechnipFMC plc	0.0%	$38.60M	582.26K	-0.2%	▼ Trim	3+
351	EOG EOG Resources, Inc.	0.0%	$38.51M	296.84K	+60.4%	▲ Add	3+
352	RPRX Royalty Pharma plc	0.0%	$38.47M	685.85K	+430.8%	▲ Add	3+
353	DIS The Walt Disney Company	0.0%	$38.43M	399.25K	-19.8%	▼ Trim	3+
354	RODM Hartford Multifactor…	0.0%	$37.74M	933.94K	-1.0%	▼ Trim	3+
355	IJH iShares Core S&P Mid-Cap ETF	1.3%	$37.66M	488.46K	+1.8%	▲ Add	3+
356	BOND PIMCO Active Bond…	0.0%	$37.58M	407.56K	-18.9%	▼ Trim	3+
357	EME EMCOR Group, Inc.	0.0%	$37.34M	44.99K	+2.7%	▲ Add	3+
358	DFAI Dimensional - International…	0.2%	$37.20M	901.77K	+1.6%	▲ Add	3+
359	TEL TE Connectivity plc	0.0%	$37.19M	184.55K	+3.2%	▲ Add	3+
360	SNPS Synopsys, Inc.	0.0%	$37.08M	83.12K	+90.2%	▲ Add	3+
361	VXUS Vanguard Total…	0.1%	$36.67M	428.91K	+37.6%	▲ Add	3+
362	MFDX PIMCO EQUITY SER	0.0%	$36.18M	868.90K	-0.7%	▼ Trim	3+
363	TTWO Take-Two Interactive…	0.0%	$35.85M	143.42K	+29.7%	▲ Add	3+
364	VIK Viking Holdings Ltd	0.0%	$35.70M	341.10K	+34.5%	▲ Add	3+
365	CHD Church & Dwight Co., Inc.	0.0%	$35.32M	364.54K	+4.6%	▲ Add	3+
366	SMH VanEck Semiconductor ETF	0.0%	$35.16M	53.61K	-49.7%	▼ Trim	3+
367	ROST Ross Stores, Inc.	0.0%	$35.12M	165.02K	+25.1%	▲ Add	3+
368	PALMER SQUARE FUNDS TR (chưa ánh xạ)	—	$34.88M	1.69M	—		—
369	COHR Coherent, Inc.	0.0%	$34.73M	88.05K	-3.7%	▼ Trim	3+
370	BX Blackstone Inc.	0.0%	$34.65M	294.44K	-31.4%	▼ Trim	3+
371	NVS Novartis AG	0.0%	$34.57M	220.59K	-4.2%	▼ Trim	3+
372	ES Eversource Energy	0.0%	$34.51M	477.48K	+120.8%	▲ Add	3+
373	COP ConocoPhillips	0.0%	$34.48M	331.63K	-11.8%	▼ Trim	3+
374	NKE NIKE, Inc.	0.0%	$34.06M	829.82K	-25.6%	▼ Trim	3+
375	ITOT iShares Core S&P Total U.S.…	0.2%	$33.96M	206.76K	-3.9%	▼ Trim	3+
376	VO Vanguard Morningstar…	0.7%	$33.91M	420.88K	+2.4% ✂	▲ Add	3+
377	IJK iShares S&P Mid-Cap 400…	0.0%	$33.82M	287.83K	-6.3%	▼ Trim	3+
378	BNY Bank of New York Mellon Corp	0.0%	$33.79M	233.65K	-6.5%	▼ Trim	3+
379	BND Vanguard Total Bond Market…	0.2%	$33.66M	458.38K	-7.2%	▼ Trim	3+
380	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$33.60M	1.45M	-1.1%	▼ Trim	3+
381	IWV iShares Russell 3000 ETF	0.0%	$33.49M	78.55K	-1.4%	▼ Trim	3+
382	ET Energy Transfer LP	0.0%	$33.46M	1.75M	-8.6%	▼ Trim	3+
383	AVGO Broadcom Inc.	1.4%	$33.32M	88.24K	+0.6%	▲ Add	3+
384	EMLP First Trust North American…	0.0%	$33.22M	763.56K	-1.6%	▼ Trim	3+
385	SO The Southern Company	0.0%	$33.09M	345.74K	-17.4%	▼ Trim	3+
386	SNEX StoneX Group Inc.	0.0%	$32.94M	278.02K	+8.3%	▲ Add	3+
387	PSBD PALMER SQUARE CAPITAL BDC IN	0.0%	$32.93M	3.16M	+2.6%	▲ Add	3+
388	DFIV Dimensional - International…	0.1%	$32.73M	605.87K	+2.5%	▲ Add	3+
389	IMTM iShares MSCI Intl Momentum…	0.0%	$32.72M	613.52K	+7.4%	▲ Add	3+
390	IWN iShares Russell 2000 Value…	0.0%	$32.71M	147.90K	-0.6%	▼ Trim	3+
391	SCHX Schwab U.S. Large-Cap ETF	0.3%	$32.39M	1.10M	-0.7%	▼ Trim	3+
392	IWF iShares Russell 1000 Growth…	0.3%	$32.13M	258.84K	-12.6% ✂	▼ Trim	3+
393	WMB The Williams Companies, Inc.	0.0%	$31.94M	429.69K	-24.2%	▼ Trim	3+
394	FBTC Fidelity Wise Origin…	0.0%	$31.70M	621.05K	+1.4%	▲ Add	3+
395	MU Micron Technology, Inc.	1.1%	$31.65M	27.43K	+81.1%	▲ Add	3+
396	OXY Occidental Petroleum…	0.0%	$31.18M	641.86K	+18.3%	▲ Add	3+
397	MOH Molina Healthcare, Inc.	0.0%	$30.89M	135.06K	+67.7%	▲ Add	3+
398	SHYG iShares 0-5 Year High Yield…	0.0%	$30.81M	726.57K	+4.0%	▲ Add	3+
399	SOXL Direxion Daily…	0.0%	$30.81M	115.51K	+44.8%	▲ Add	3+
400	JPST JPMorgan Ultra-Short Income…	0.0%	$30.80M	609.10K	+2.6%	▲ Add	3+
401	SLYG State Street SPDR S&P 600…	0.0%	$30.61M	256.94K	-14.7%	▼ Trim	3+
402	DFAU Dimensional - US Core…	0.1%	$30.56M	591.22K	-3.3%	▼ Trim	3+
403	WT WisdomTree, Inc.	0.1%	$30.48M	318.76K	-45.8%	▼ Trim	3+
404	CIEN Ciena Corporation	0.0%	$30.36M	61.89K	+0.2%	▲ Add	3+
405	NU Nu Holdings Ltd.	0.0%	$30.16M	2.26M	-1.0%	▼ Trim	3+
406	MCO Moody's Corporation	0.0%	$30.10M	66.46K	-3.4%	▼ Trim	3+
407	DIHP Dimensional International…	0.0%	$29.95M	877.52K	+26.8%	▲ Add	3+
408	INTU Intuit Inc.	0.0%	$29.69M	113.73K	-24.3%	▼ Trim	3+
409	SPYM State Street SPDR Portfolio…	0.2%	$29.68M	337.68K	-24.8%	▼ Trim	3+
410	QQQ Invesco QQQ Trust, Series 1	0.8%	$29.49M	40.05K	-12.1%	▼ Trim	3+
411	ADP Automatic Data Processing…	0.0%	$29.47M	131.59K	+8.6%	▲ Add	3+
412	HPE Hewlett Packard Enterprise…	0.0%	$29.23M	648.01K	+16.6%	▲ Add	3+
413	HCA HCA Healthcare, Inc.	0.0%	$29.15M	74.76K	-21.6%	▼ Trim	3+
414	LEN Lennar Corporation	0.0%	$29.11M	321.67K	+79.4%	▲ Add	3+
415	CVS CVS Health Corp.	0.0%	$29.09M	281.16K	-2.9%	▼ Trim	3+
416	AZO AutoZone, Inc.	0.0%	$29.06M	9.09K	+24.8%	▲ Add	3+
417	ONEY SPDR SERIES TRUST	0.0%	$29.02M	226.54K	+4.6%	▲ Add	3+
418	MMIT NEW YORK LIFE INVTS ACTIVE E	0.0%	$29.01M	1.19M	-1.7%	▼ Trim	3+
419	IJT iShares S&P Small-Cap 600…	0.0%	$28.73M	160.84K	-9.1%	▼ Trim	3+
420	SDY State Street SPDR S&P…	0.0%	$28.72M	188.74K	-32.9%	▼ Trim	3+
421	VIGI Vanguard International…	0.0%	$28.62M	306.50K	-1.0%	▼ Trim	3+
422	JEPI JPMorgan Equity Premium…	0.0%	$28.54M	505.31K	-7.8%	▼ Trim	3+
423	DFAU Dimensional - US Core…	0.1%	$28.51M	551.61K	-3.3%	▼ Trim	3+
424	XLE State Street Energy Select…	0.0%	$28.47M	535.97K	+6.7%	▲ Add	3+
425	SUSA iShares ESG Optimized MSCI…	0.0%	$28.19M	182.80K	+3.1%	▲ Add	3+
426	APP AppLovin Corporation	0.0%	$28.12M	54.58K	-23.5%	▼ Trim	3+
427	VRSN VeriSign, Inc.	0.0%	$28.10M	111.68K	+54.9%	▲ Add	3+
428	DFAX Dimensional World ex U.S.…	0.0%	$28.05M	761.47K	+19.6%	▲ Add	3+
429	GLDM SPDR Gold MiniShares Trust	0.0%	$27.99M	352.40K	+2.4%	▲ Add	3+
430	IDV iShares International…	0.0%	$27.73M	669.42K	-1.4%	▼ Trim	3+
431	EEM iShares MSCI Emerging…	0.1%	$27.73M	405.32K	+16.9%	▲ Add	3+
432	FDVV Fidelity High Dividend ETF	0.0%	$27.69M	459.26K	+24.7%	▲ Add	3+
433	VGIT Vanguard Intermediate-Term…	0.0%	$27.61M	468.17K	+0.1%	▲ Add	3+
434	CFG Citizens Financial Group…	0.0%	$27.47M	392.04K	+4.1%	▲ Add	3+
435	LLY Eli Lilly and Company	0.9%	$27.45M	22.88K	+3.3%	▲ Add	3+
436	IGIB iShares 5-10 Year…	0.0%	$27.42M	515.69K	+4.4%	▲ Add	3+
437	IJS iShares S&P Small-Cap 600…	0.0%	$27.36M	200.15K	-20.1%	▼ Trim	3+
438	BSV Vanguard Short-Term Bond ETF	0.0%	$27.27M	350.04K	-3.1%	▼ Trim	3+
439	WWD Woodward, Inc.	0.0%	$27.13M	63.76K	-3.4%	▼ Trim	3+
440	MAA Mid-America Apartment…	0.0%	$27.07M	194.83K	+169.9%	▲ Add	3+
441	XONA.DE Exxon Mobil Corporation	0.4%	$27.07M	197.98K	-1.9%	▼ Trim	3+
442	MTB M&T Bank Corporation	0.0%	$27.01M	113.46K	-7.3%	▼ Trim	3+
443	WCN Waste Connections, Inc.	0.0%	$26.79M	160.69K	+313.8%	▲ Add	3+
444	DHI D.R. Horton, Inc.	0.0%	$26.70M	163.93K	+1.1%	▲ Add	3+
445	VB Vanguard Morningstar…	0.7%	$26.52M	87.51K	+2.9%	▲ Add	3+
446	OKE ONEOK, Inc.	0.0%	$26.49M	304.73K	+15.0%	▲ Add	3+
447	ARW Arrow Electronics, Inc.	0.0%	$25.78M	120.81K	+37.8%	▲ Add	3+
448	IBIT iShares Bitcoin Trust ETF	0.0%	$25.72M	772.53K	-11.8%	▼ Trim	3+
449	CEG Constellation Energy…	0.0%	$25.66M	103.31K	+8.7%	▲ Add	3+
450	NBIX Neurocrine Biosciences, Inc.	0.0%	$25.63M	152.06K	-3.6%	▼ Trim	3+
451	VCTR Victory Capital Holdings…	0.0%	$25.63M	304.86K	-1.8%	▼ Trim	3+
452	MDLZ Mondelez International, Inc.	0.0%	$25.47M	440.38K	-32.8%	▼ Trim	3+
453	DKNG DraftKings Inc.	0.0%	$25.36M	1.00M	+68.2%	▲ Add	3+
454	RBRK Rubrik, Inc.	0.0%	$25.19M	313.85K	+488.6%	▲ Add	3+
455	IJJ iShares S&P Mid-Cap 400…	0.0%	$24.97M	169.00K	-1.6%	▼ Trim	3+
456	GII SPDR INDEX SHS FDS	0.0%	$24.95M	329.56K	+1.4%	▲ Add	3+
457	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$24.65M	186.37K	+13.9%	▲ Add	3+
458	SHOP Shopify Inc.	0.0%	$24.59M	215.32K	-24.8%	▼ Trim	3+
459	XLI State Street Industrial…	0.0%	$24.53M	132.43K	-29.4%	▼ Trim	3+
460	VCRB Vanguard Core Bond ETF	0.0%	$24.52M	317.45K	+17.8%	▲ Add	3+
461	IBDR iShares iBonds Dec 2026…	0.0%	$24.42M	1.01M	-0.4%	▼ Trim	3+
462	CARR Carrier Global Corporation	0.0%	$24.37M	332.24K	+9.8%	▲ Add	3+
463	MTUM iShares MSCI USA Momentum…	0.0%	$24.36M	71.06K	-5.8%	▼ Trim	3+
464	AMP Ameriprise Financial, Inc.	0.0%	$24.33M	53.04K	-23.9%	▼ Trim	3+
465	EWX SPDR INDEX SHS FDS	0.0%	$24.27M	326.61K	-1.0%	▼ Trim	3+
466	FNDX Schwab Fundamental U.S.…	0.0%	$24.23M	779.15K	-13.1%	▼ Trim	3+
467	DUHP Dimensional - US High…	0.0%	$24.21M	580.22K	-22.5%	▼ Trim	3+
468	CL Colgate-Palmolive Company	0.0%	$24.19M	263.83K	+23.1%	▲ Add	3+
469	IYW iShares U.S. Technology ETF	0.0%	$24.01M	95.53K	-24.2%	▼ Trim	3+
470	SYK Stryker Corporation	0.2%	$23.96M	76.09K	-5.9%	▼ Trim	3+
471	DFUV Dimensional - US Marketwide…	0.0%	$23.91M	434.64K	-7.4%	▼ Trim	3+
472	SHEL Shell plc	0.0%	$23.82M	307.25K	-4.5%	▼ Trim	3+
473	NSC Norfolk Southern Corporation	0.0%	$23.81M	75.67K	+50.5%	▲ Add	3+
474	ADBE Adobe Inc.	0.0%	$23.78M	115.98K	-23.9%	▼ Trim	3+
475	VEU Vanguard FTSE All-World…	0.0%	$23.72M	283.20K	+0.7%	▲ Add	3+
476	PAA Plains All American…	0.0%	$23.47M	1.05M	+3.7%	▲ Add	3+
477	PWR Quanta Services, Inc.	0.0%	$23.18M	32.19K	+29.6%	▲ Add	3+
478	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$23.04M	224.06K	-1.2%	▼ Trim	3+
479	GIS General Mills, Inc.	0.0%	$23.03M	661.59K	+27.6%	▲ Add	3+
480	TEAM Atlassian Corporation	0.0%	$22.86M	293.80K	+174.2%	▲ Add	3+
481	DBND DOUBLELINE ETF TRUST	0.0%	$22.51M	493.78K	+4.2%	▲ Add	3+
482	JMST JPMorgan Ultra-Short…	0.0%	$22.50M	441.27K	-30.8%	▼ Trim	3+
483	BIDU Baidu, Inc.	0.0%	$22.49M	196.82K	-0.6%	▼ Trim	3+
484	VV Vanguard Morningstar…	0.2%	$22.44M	65.26K	-3.6%	▼ Trim	3+
485	FTSM First Trust Enhanced Short…	0.0%	$22.37M	374.59K	-19.7%	▼ Trim	3+
486	GRMN Garmin Ltd.	0.0%	$22.37M	94.18K	+28.1%	▲ Add	3+
487	TXRH Texas Roadhouse, Inc.	0.0%	$22.21M	114.95K	+0.8%	▲ Add	3+
488	JPM JPMorgan Chase & Co.	1.1%	$22.16M	67.68K	+2.4%	▲ Add	3+
489	VOD Vodafone Group Public…	0.0%	$22.10M	1.67M	+46.5%	▲ Add	3+
490	SPYG State Street SPDR Portfolio…	0.1%	$22.08M	185.61K	-38.8%	▼ Trim	3+
491	SHY iShares 1-3 Year Treasury…	0.0%	$21.93M	267.09K	+15.5%	▲ Add	3+
492	CHE Chemed Corporation	0.0%	$21.82M	46.84K	+71.8%	▲ Add	3+
493	RBC RBC Bearings Incorporated	0.0%	$21.77M	33.80K	+32.1%	▲ Add	3+
494	RKLB Rocket Lab USA, Inc.	0.0%	$21.66M	213.05K	+35.1%	▲ Add	3+
495	MET MetLife, Inc.	0.0%	$21.57M	254.89K	+19.9%	▲ Add	3+
496	MGA Magna International Inc.	0.0%	$21.46M	326.79K	+77.3%	▲ Add	3+
497	BURL Burlington Stores, Inc.	0.0%	$21.30M	67.24K	+5.7%	▲ Add	3+
498	IEF iShares 7-10 Year Treasury…	0.0%	$21.23M	224.51K	-26.2%	▼ Trim	3+
499	NTNX Nutanix, Inc.	0.0%	$21.11M	414.17K	+29.8%	▲ Add	3+
500	KEYS Keysight Technologies, Inc.	0.0%	$20.91M	59.75K	+1.2%	▲ Add	3+

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

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
HONA Honeywell Aerospace Inc	217.57K	—	Mới	$48.10M	0.1%
IWLG	316.24K	—	Mới	$17.90M	0.0%
SPCX Space Exploration…	78.40K	—	Mới	$13.39M	0.0%
POOL Pool Corporation	59.72K	—	Mới	$12.83M	0.0%
FDXF FedEx Freight Holding…	84.82K	—	Mới	$12.81M	0.0%
CBRS Cerebras Systems Inc.	52.23K	—	Mới	$11.54M	0.0%
U Unity Software Inc.	397.58K	—	Mới	$11.36M	0.0%
RVMD Revolution Medicines…	43.79K	—	Mới	$8.20M	0.0%
CAG Conagra Brands, Inc.	591.21K	—	Mới	$7.96M	0.0%
DUOL Duolingo, Inc.	58.81K	—	Mới	$6.77M	0.0%
IALT iShares Systematic…	216.12K	—	Mới	$6.06M	0.0%
XYZ Block, Inc.	65.45K	—	Mới	$4.98M	0.0%
WH Wyndham Hotels &…	48.77K	—	Mới	$4.11M	0.0%
LONZ	72.77K	—	Mới	$3.59M	0.0%
PENN PENN Entertainment, Inc.	166.28K	—	Mới	$3.55M	0.0%
ASB Associated Banc-Corp	114.31K	—	Mới	$3.52M	0.0%
MTSI MACOM Technology…	9.10K	—	Mới	$3.46M	0.0%
WLK Westlake Corporation	47.32K	—	Mới	$3.45M	0.0%
BBNX Beta Bionics, Inc.	220.36K	—	Mới	$3.45M	0.0%
STLD Steel Dynamics, Inc.	14.72K	—	Mới	$3.38M	0.0%
TRI Thomson Reuters…	37.74K	—	Mới	$3.08M	0.0%
AVTR Avantor, Inc.	299.98K	—	Mới	$2.97M	0.0%
COLD Americold Realty Trust…	174.75K	—	Mới	$2.75M	0.0%
COHU Cohu, Inc.	36.91K	—	Mới	$2.73M	0.0%
MRNA Moderna, Inc.	38.13K	—	Mới	$2.67M	0.0%
SBAC SBA Communications…	14.97K	—	Mới	$2.64M	0.0%
OLN Olin Corporation	125.26K	—	Mới	$2.48M	0.0%
AAON AAON, Inc.	19.41K	—	Mới	$2.46M	0.0%
BAX Baxter International…	114.05K	—	Mới	$2.43M	0.0%
DRAM Roundhill Memory ETF	32.92K	—	Mới	$2.43M	0.0%
VECO Veeco Instruments Inc.	30.79K	—	Mới	$2.33M	0.0%
BMI Badger Meter, Inc.	15.52K	—	Mới	$2.30M	0.0%
MSM MSC Industrial Direct…	16.79K	—	Mới	$2.00M	0.0%
TXNM TXNM Energy, Inc.	35.16K	—	Mới	$2.00M	0.0%
MMSI Merit Medical Systems…	28.54K	—	Mới	$1.98M	0.0%
NSP Insperity, Inc.	46.27K	—	Mới	$1.91M	0.0%
TKO TKO Group Holdings, Inc.	9.20K	—	Mới	$1.85M	0.0%
HPP Hudson Pacific…	121.02K	—	Mới	$1.84M	0.0%
IBTQ	72.52K	—	Mới	$1.82M	0.0%
HELE Helen of Troy Limited	58.31K	—	Mới	$1.70M	0.0%
KRG Kite Realty Group Trust	58.85K	—	Mới	$1.67M	0.0%
BXP BXP, Inc.	24.25K	—	Mới	$1.61M	0.0%
CMP Compass Minerals…	50.52K	—	Mới	$1.57M	0.0%
GEN Gen Digital Inc.	61.49K	—	Mới	$1.53M	0.0%
TDC Teradata Corporation	43.01K	—	Mới	$1.49M	0.0%
MUST	71.61K	—	Mới	$1.49M	0.0%
VOYA Voya Financial, Inc.	16.39K	—	Mới	$1.48M	0.0%
HOG Harley-Davidson, Inc.	59.12K	—	Mới	$1.45M	0.0%
UDR UDR, Inc.	36.08K	—	Mới	$1.44M	0.0%
OSCR Oscar Health, Inc.	49.68K	—	Mới	$1.42M	0.0%
IBTP	55.15K	—	Mới	$1.40M	0.0%
RHP Ryman Hospitality…	10.71K	—	Mới	$1.38M	0.0%
CLOI	25.99K	—	Mới	$1.38M	0.0%
INSP Inspire Medical…	30.19K	—	Mới	$1.35M	0.0%
PLNT Planet Fitness, Inc.	25.75K	—	Mới	$1.34M	0.0%
DEI Douglas Emmett, Inc.	112.73K	—	Mới	$1.33M	0.0%
WSM Williams-Sonoma, Inc.	5.70K	—	Mới	$1.33M	0.0%
AIPO	38.59K	—	Mới	$1.29M	0.0%
BRO Brown & Brown, Inc.	20.03K	—	Mới	$1.29M	0.0%
ACLS Axcelis Technologies…	6.77K	—	Mới	$1.28M	0.0%
GRPN Groupon, Inc.	53.37K	—	Mới	$1.28M	0.0%
CBZ CBIZ, Inc.	39.88K	—	Mới	$1.28M	0.0%
CE Celanese Corporation	27.37K	—	Mới	$1.26M	0.0%
REPL Replimune Group, Inc.	110.28K	—	Mới	$1.22M	0.0%
XTN	10.13K	—	Mới	$1.17M	0.0%
DKS DICK'S Sporting Goods…	5.10K	—	Mới	$1.16M	0.0%
KEEL Keel Infrastructure…	195.50K	—	Mới	$1.12M	0.0%
CBRL Cracker Barrel Old…	20.76K	—	Mới	$1.11M	0.0%
BCRX BioCryst…	110.48K	—	Mới	$1.10M	0.0%
LGIH LGI Homes, Inc.	17.13K	—	Mới	$1.09M	0.0%
AGIO Agios Pharmaceuticals…	29.14K	—	Mới	$1.08M	0.0%
CBNA	24.20K	—	Mới	$1.02M	0.0%
PRMB Primo Brands Corporation	41.53K	—	Mới	$1.02M	0.0%
HLNE Hamilton Lane…	12.61K	—	Mới	$993,243	0.0%
AAUC Allied Gold Corporation	41.32K	—	Mới	$982,518	0.0%
PRI Primerica, Inc.	3.36K	—	Mới	$956,139	0.0%
ORKA Oruka Therapeutics, Inc.	10.02K	—	Mới	$953,540	0.0%
NASA	30.30K	—	Mới	$920,451	0.0%
CPB Campbell Soup Company	41.19K	—	Mới	$917,446	0.0%
PVAL Putnam Focused Large…	17.97K	—	Mới	$915,764	0.0%
CIFR Cipher Mining Inc.	37.31K	—	Mới	$914,085	0.0%
CORO iShares International…	24.12K	—	Mới	$882,646	0.0%
GO Grocery Outlet Holding…	87.89K	—	Mới	$876,969	0.0%
CEVA CEVA, Inc.	18.39K	—	Mới	$867,621	0.0%
GSL Global Ship Lease, Inc.	21.89K	—	Mới	$823,257	0.0%
XRAY DENTSPLY SIRONA Inc.	76.58K	—	Mới	$813,081	0.0%
TSHA Taysha Gene Therapies…	116.58K	—	Mới	$793,923	0.0%
NI NiSource Inc	16.65K	—	Mới	$791,490	0.0%
BBIO BridgeBio Pharma, Inc.	10.61K	—	Mới	$790,047	0.0%
LKFN Lakeland Financial…	12.80K	—	Mới	$789,753	0.0%
REPX	23.32K	—	Mới	$768,640	0.0%
LCNB	42.66K	—	Mới	$750,359	0.0%
PAG Penske Automotive…	4.15K	—	Mới	$742,516	0.0%
HWBK	18.68K	—	Mới	$734,044	0.0%
CPRX Catalyst…	22.97K	—	Mới	$721,920	0.0%
BIRK Birkenstock Holding plc	16.73K	—	Mới	$719,769	0.0%
EXTR Extreme Networks, Inc.	22.19K	—	Mới	$718,214	0.0%
CGIC Capital Group…	19.17K	—	Mới	$697,487	0.0%
NEXT Nextdecade Corp	91.56K	—	Mới	$689,954	0.0%
OI O-I Glass, Inc.	70.11K	—	Mới	$675,190	0.0%
OFG OFG Bancorp	13.73K	—	Mới	$673,978	0.0%
SXC SunCoke Energy, Inc.	82.97K	—	Mới	$667,936	0.0%
MSEX Middlesex Water Company	11.73K	—	Mới	$658,965	0.0%
IDT IDT Corporation	11.29K	—	Mới	$656,620	0.0%
PLTU	25.65K	—	Mới	$646,380	0.0%
BETA BETA Technologies, Inc.	38.06K	—	Mới	$637,546	0.0%
CYRX Cryoport, Inc.	38.49K	—	Mới	$604,224	0.0%
TRLV	60.77K	—	Mới	$597,379	0.0%
NVAX Novavax, Inc.	63.37K	—	Mới	$596,910	0.0%
URBN Urban Outfitters, Inc.	8.35K	—	Mới	$591,793	0.0%
BLTE	3.83K	—	Mới	$590,533	0.0%
GSHD Goosehead Insurance, Inc	12.01K	—	Mới	$582,464	0.0%
AKTS	17.77K	—	Mới	$572,697	0.0%
RFV	3.99K	—	Mới	$570,780	0.0%
ATKR Atkore Inc.	7.45K	—	Mới	$566,545	0.0%
NN NextNav Inc.	31.36K	—	Mới	$559,149	0.0%
WEN The Wendy's Company	67.41K	—	Mới	$558,804	0.0%
UPBD Upbound Group, Inc.	26.05K	—	Mới	$552,676	0.0%
NSIT Insight Enterprises…	4.50K	—	Mới	$547,944	0.0%
AMSF AMERISAFE, Inc.	16.17K	—	Mới	$547,098	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
AAPL Apple Inc.	18.02M	17.70M	+1.8%	$5.21B	5.5%	●●○○○○
IVV iShares Core S&P 500 ETF	5.57M	5.47M	+1.8%	$4.17B	4.4%	●●○○○○
VEA Vanguard FTSE Developed…	37.07M	35.57M	+4.2%	$2.64B	2.8%	●●○○○○
AGG iShares Core U.S.…	14.86M	13.75M	+8.1%	$1.47B	1.5%	●●○○○○
AVGO Broadcom Inc.	3.57M	3.54M	+0.6%	$1.35B	1.4%
IJH iShares Core S&P…	16.40M	16.11M	+1.8%	$1.26B	1.3%	●●○○○○
MU Micron Technology, Inc.	945.79K	522.17K	+81.1%	$1.09B	1.1%	●●○○○○
JPM JPMorgan Chase & Co.	3.16M	3.09M	+2.4%	$1.03B	1.1%	●●○○○○
IEFA iShares Core MSCI EAFE…	10.18M	9.75M	+4.4%	$983.04M	1.0%	●●○○○○
IUSB iShares Core Universal…	20.74M	18.95M	+9.5%	$957.34M	1.0%	●●○○○○
LLY Eli Lilly and Company	716.75K	693.86K	+3.3%	$859.89M	0.9%	●●○○○○
VWO Vanguard FTSE Emerging…	14.14M	14.03M	+0.8%	$844.14M	0.9%	●●○○○○
META Meta Platforms, Inc.	1.43M	1.42M	+0.4%	$804.92M	0.8%
TSLA Tesla, Inc.	1.89M	1.88M	+0.8%	$796.54M	0.8%	●●○○○○
IEMG iShares Core MSCI…	8.85M	8.70M	+1.8%	$732.49M	0.8%	●●○○○○
VO Vanguard Morningstar…	8.74M	2.13M	+2.4% ✂	$704.04M	0.7%	●●○○○○
VB Vanguard Morningstar…	2.28M	2.22M	+2.9%	$690.79M	0.7%	●●○○○○
APO Apollo Global…	4.68M	4.65M	+0.8%	$538.75M	0.6%	●●○○○○
JNJ Johnson & Johnson	1.94M	1.93M	+0.7%	$492.98M	0.5%	●●○○○○
CRWD CrowdStrike Holdings…	637.27K	624.41K	+2.1%	$486.15M	0.5%	●●○○○○
AMAT Applied Materials, Inc.	649.88K	502.10K	+29.4%	$469.71M	0.5%	●●○○○○
AMGN Amgen Inc.	1.09M	1.08M	+1.7%	$396.23M	0.4%	●●○○○○
KLAC KLA Corporation	1.25M	124.77K	+0.6% ✂	$378.42M	0.4%
PNC The PNC Financial…	1.50M	1.45M	+3.2%	$368.80M	0.4%	●●○○○○
TJX The TJX Companies, Inc.	2.43M	1.67M	+45.4%	$368.13M	0.4%	●●○○○○
ABBV AbbVie Inc.	1.37M	1.32M	+4.2%	$345.09M	0.4%
CVX Chevron Corporation	1.73M	1.66M	+4.2%	$287.55M	0.3%	●●○○○○
PLTR Palantir Technologies…	2.26M	1.96M	+15.4%	$264.21M	0.3%	●●○○○○
CDNS Cadence Design Systems…	763.09K	711.13K	+7.3%	$286.37M	0.3%
FAST Fastenal Company	5.90M	4.20M	+40.3%	$283.24M	0.3%	●●○○○○
CMI Cummins Inc.	394.63K	245.17K	+61.0%	$281.40M	0.3%	●●○○○○
BRK-A Berkshire Hathaway Inc.	369	350	+5.4%	$276.33M	0.3%	●●○○○○
NFLX Netflix, Inc.	3.29M	2.70M	+21.6%	$234.74M	0.2%	●●○○○○
IEI iShares 3-7 Year…	2.16M	2.04M	+6.1%	$253.85M	0.3%	●●○○○○
JCPB JPMorgan Core Plus Bond…	5.40M	4.73M	+14.2%	$253.50M	0.3%	●●○○○○
NDAQ Nasdaq, Inc.	3.16M	2.97M	+6.3%	$248.92M	0.3%	●●○○○○
VTEB Vanguard Tax-Exempt…	4.78M	4.27M	+12.0%	$241.75M	0.3%	●●○○○○
IWM iShares Russell 2000 ETF	799.54K	675.65K	+18.3%	$240.22M	0.3%	●●○○○○
LIN Linde plc	452.12K	444.48K	+1.7%	$234.59M	0.2%	●●○○○○
PSX Phillips 66	1.31M	1.22M	+7.3%	$221.84M	0.2%	●●○○○○
P Everpure, Inc.	2.81M	2.79M	+0.8%	$221.53M	0.2%	●●○○○○
TT Trane Technologies plc	446.45K	413.77K	+7.9%	$219.22M	0.2%
SCHW The Charles Schwab…	2.38M	2.12M	+12.0%	$219.17M	0.2%	●●○○○○
TXN Texas Instruments…	723.68K	655.14K	+10.5%	$215.70M	0.2%
VNQ Vanguard Real Estate ETF	2.22M	2.12M	+4.8%	$214.39M	0.2%	●●○○○○
GS The Goldman Sachs…	209.14K	197.08K	+6.1%	$211.54M	0.2%	●●○○○○
INTC Intel Corp.	1.39M	1.36M	+2.4%	$194.51M	0.2%
MS Morgan Stanley	927.48K	896.86K	+3.4%	$193.89M	0.2%	●●○○○○
UNH UnitedHealth Group…	459.49K	428.23K	+7.3%	$190.98M	0.2%	●●○○○○
DFAI Dimensional -…	4.35M	4.28M	+1.6%	$179.44M	0.2%	●●○○○○
DFAE Dimensional - Emerging…	4.36M	4.26M	+2.4%	$175.22M	0.2%	●●○○○○
IBM International Business…	611.77K	550.31K	+11.2%	$172.03M	0.2%	●●○○○○
BAC Bank of America…	2.91M	2.74M	+6.2%	$165.95M	0.2%	●●○○○○
PRF Invesco RAFI US 1000 ETF	3.03M	2.98M	+1.5%	$163.64M	0.2%
T AT&T Inc.	5.74M	5.51M	+4.3%	$118.96M	0.1%
BIV Vanguard…	2.02M	2.00M	+1.0%	$155.01M	0.2%	●●○○○○
ORCL Oracle Corporation	1.06M	1.03M	+2.3%	$155.00M	0.2%
JAZZ Jazz Pharmaceuticals plc	608.62K	40.02K	+1420.9%	$146.63M	0.2%	●●○○○○
EFV iShares MSCI EAFE Value…	1.89M	888.63K	+112.9%	$144.85M	0.2%	●●○○○○
MPC Marathon Petroleum…	559.17K	553.55K	+1.0%	$143.59M	0.2%	●●○○○○
EXPE Expedia Group, Inc.	557.78K	528.75K	+5.5%	$142.79M	0.1%
C Citigroup Inc.	960.29K	886.67K	+8.3%	$134.42M	0.1%	●●○○○○
IGF iShares Global…	1.99M	1.86M	+6.9%	$132.54M	0.1%	●●○○○○
ADI Analog Devices, Inc.	322.38K	321.17K	+0.4%	$128.02M	0.1%	●●○○○○
DELL Dell Technologies Inc.	284.07K	265.68K	+6.9%	$122.55M	0.1%	●●○○○○
VOE Vanguard Morningstar…	617.45K	603.46K	+2.3%	$122.02M	0.1%
EEM iShares MSCI Emerging…	1.78M	1.52M	+16.9%	$121.56M	0.1%	●●○○○○
WDC Western Digital…	188.98K	180.50K	+4.7%	$120.72M	0.1%	●●○○○○
VBR Vanguard Morningstar…	474.53K	473.56K	+0.2%	$115.31M	0.1%	●●○○○○
DHR Danaher Corporation	560.49K	435.22K	+28.8%	$106.78M	0.1%	●●○○○○
URI United Rentals, Inc.	92.51K	87.37K	+5.9%	$104.79M	0.1%	●●○○○○
IEUR iShares Core MSCI…	1.30M	143.18K	+807.8%	$97.71M	0.1%	●●○○○○
EQIX Equinix, Inc.	93.14K	85.88K	+8.5%	$97.12M	0.1%	●●○○○○
VYMI Vanguard International…	962.38K	959.38K	+0.3%	$94.51M	0.1%	●●○○○○
PM Philip Morris…	516.10K	494.15K	+4.4%	$93.37M	0.1%	●●○○○○
ACN Accenture plc	476.66K	470.69K	+1.3%	$59.32M	0.1%
STX Seagate Technology…	95.94K	71.50K	+34.2%	$92.58M	0.1%	●●○○○○
WFC Wells Fargo & Company	1.09M	943.83K	+15.5%	$90.06M	0.1%	●●○○○○
CB Chubb Limited	259.02K	251.33K	+3.1%	$88.26M	0.1%	●●○○○○
VXUS Vanguard Total…	1.03M	745.77K	+37.6%	$87.73M	0.1%	●●○○○○
AMT American Tower…	527.61K	447.76K	+17.8%	$86.32M	0.1%
EMXC iShares MSCI Emerging…	838.68K	796.78K	+5.3%	$85.80M	0.1%	●●○○○○
TGT Target Corporation	655.79K	620.63K	+5.7%	$85.65M	0.1%	●●○○○○
IDEV iShares Core MSCI…	946.09K	937.20K	+0.9%	$84.21M	0.1%	●●○○○○
TFLO iShares Treasury…	1.59M	1.56M	+1.6%	$80.30M	0.1%
ABT Abbott Laboratories	879.11K	724.34K	+21.4%	$79.78M	0.1%
PSQA	3.75M	2.29M	+63.4%	$76.67M	0.1%	●●○○○○
GBIL Goldman Sachs Access…	762.62K	375.15K	+103.3%	$76.38M	0.1%	●●○○○○
MO Altria Group, Inc.	1.02M	970.09K	+5.3%	$73.50M	0.1%
AZN AstraZeneca PLC	384.33K	371.92K	+3.3%	$72.88M	0.1%	●●○○○○
VRT Vertiv Holdings Co	218.37K	197.86K	+10.4%	$73.09M	0.1%	●●○○○○
IFRA iShares U.S.…	1.15M	1.06M	+8.9%	$72.58M	0.1%	●●○○○○
VCSH Vanguard Short-Term…	916.20K	833.86K	+9.9%	$72.41M	0.1%	●●○○○○
DG Dollar General…	611.20K	602.90K	+1.4%	$70.36M	0.1%	●●○○○○
VZ Verizon Communications…	1.54M	1.38M	+11.5%	$65.37M	0.1%	●●○○○○
ISTB iShares Core 1-5 Year…	1.41M	1.32M	+6.7%	$68.00M	0.1%	●●○○○○
GSK GSK plc	1.29M	1.23M	+4.4%	$67.38M	0.1%
VRTX Vertex Pharmaceuticals…	134.61K	131.60K	+2.3%	$66.87M	0.1%	●●○○○○
APD Air Products and…	218.86K	215.07K	+1.8%	$64.16M	0.1%	●●○○○○
BA The Boeing Company	294.48K	261.97K	+12.4%	$63.75M	0.1%	●●○○○○
TER Teradyne, Inc.	129.28K	115.42K	+12.0%	$62.54M	0.1%	●●○○○○
SPSB State Street SPDR…	2.06M	1.99M	+3.5%	$61.80M	0.1%	●●○○○○
SYY Sysco Corporation	737.06K	667.08K	+10.5%	$61.60M	0.1%
CLS Celestica Inc.	168.65K	136.09K	+23.9%	$61.52M	0.1%	●●○○○○
COF Capital One Financial…	305.71K	214.44K	+42.6%	$61.34M	0.1%
PRU Prudential Financial…	566.08K	478.64K	+18.3%	$61.10M	0.1%	●●○○○○
MDT Medtronic plc	779.76K	697.30K	+11.8%	$61.01M	0.1%
MRVL Marvell Technology, Inc.	202.28K	178.01K	+13.6%	$60.24M	0.1%
DFEM Dimensional - Emerging…	1.48M	1.34M	+9.9%	$59.98M	0.1%	●●○○○○
TMUS T-Mobile US, Inc.	355.20K	222.29K	+59.8%	$59.60M	0.1%
NTRS Northern Trust…	337.96K	180.08K	+87.7%	$58.75M	0.1%	●●○○○○
IMTB	1.34M	1.31M	+2.7%	$58.49M	0.1%	●●○○○○
PAYX Paychex, Inc.	590.37K	510.69K	+15.6%	$58.05M	0.1%	●●○○○○
BKDV BNY Mellon Dynamic…	1.73M	960.26K	+79.7%	$57.78M	0.1%	●●○○○○
PFE Pfizer Inc.	2.39M	1.86M	+28.6%	$57.65M	0.1%	●●○○○○
ITW Illinois Tool Works Inc.	211.90K	195.99K	+8.1%	$57.31M	0.1%	●●○○○○
DFAS Dimensional - US Small…	685.88K	646.34K	+6.1%	$56.47M	0.1%
GM General Motors Company	726.85K	556.80K	+30.5%	$56.03M	0.1%	●●○○○○
SCHE Schwab Emerging Markets…	1.54M	1.53M	+1.0%	$55.83M	0.1%	●●○○○○
ABNB Airbnb, Inc.	384.03K	324.38K	+18.4%	$54.96M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
NVDA NVIDIA Corporation	25.95M	26.18M	-0.9%	$5.19B	5.5%
MSFT Microsoft Corporation	5.47M	5.79M	-5.5%	$2.04B	2.1%
GOOGL Alphabet Inc.	4.59M	4.67M	-1.9%	$1.64B	1.7%
AMZN Amazon.com, Inc.	6.57M	6.68M	-1.6%	$1.57B	1.6%
VTV Vanguard Morningstar…	4.96M	5.06M	-2.0%	$1.08B	1.1%
SPY State Street SPDR S&P…	1.44M	1.51M	-4.8%	$1.07B	1.1%	●●○○○○
VUG Vanguard Morningstar…	11.17M	1.90M	-1.9% ✂	$962.34M	1.0%
GOOG Alphabet Inc.	2.48M	2.57M	-3.8%	$874.57M	0.9%
GLW Corning Inc	2.87M	3.56M	-19.5%	$732.79M	0.8%
QQQ Invesco QQQ Trust…	981.33K	1.12M	-12.1%	$722.56M	0.8%
VTI Vanguard Morningstar…	1.82M	1.85M	-1.8%	$674.28M	0.7%
SCHG Schwab U.S. Large-Cap…	19.31M	19.76M	-2.3%	$653.39M	0.7%	●●○○○○
BRK-B Berkshire Hathaway Inc.	1.24M	1.26M	-0.9%	$622.92M	0.7%
WMT Walmart Inc.	4.74M	4.91M	-3.4%	$537.29M	0.6%
VOO Vanguard S&P 500 ETF	816.78K	898.40K	-9.1%	$560.95M	0.6%
GEV GE Vernova Inc.	461.70K	552.16K	-16.4%	$542.12M	0.6%
IVW iShares S&P 500 Growth…	3.27M	3.57M	-8.3%	$449.65M	0.5%	●●○○○○
XONA.DE Exxon Mobil Corporation	2.53M	2.58M	-1.9%	$346.40M	0.4%
COST Costco Wholesale…	420.00K	437.09K	-3.9%	$392.91M	0.4%
PG The Procter & Gamble…	2.84M	2.94M	-3.4%	$416.64M	0.4%
AMD Advanced Micro Devices…	678.70K	747.26K	-9.2%	$394.15M	0.4%
LRCX Lam Research Corporation	884.67K	907.87K	-2.6%	$383.27M	0.4%	●●○○○○
HD The Home Depot, Inc.	699.27K	1.13M	-38.0%	$246.61M	0.3%	●●○○○○
V Visa Inc.	1.06M	1.06M	-0.4%	$362.24M	0.4%
MRK Merck & Co., Inc.	2.78M	2.80M	-0.5%	$357.48M	0.4%
IWY iShares Russell Top 200…	992.21K	1.39M	-28.8%	$288.36M	0.3%	●●○○○○
CAT Caterpillar Inc.	308.77K	320.71K	-3.7%	$328.78M	0.3%	●●○○○○
MA Mastercard Incorporated	631.34K	634.85K	-0.6%	$324.23M	0.3%	●●○○○○
SCHV Schwab U.S. Large-Cap…	9.14M	9.18M	-0.3%	$318.33M	0.3%
EFA iShares MSCI EAFE ETF	2.89M	3.13M	-7.5%	$300.37M	0.3%	●●○○○○
SCHX Schwab U.S. Large-Cap…	10.31M	10.38M	-0.7%	$303.53M	0.3%
NEE NextEra Energy, Inc.	3.19M	3.19M	-0.2%	$279.71M	0.3%
VIG Vanguard Dividend…	1.24M	1.36M	-8.9%	$293.82M	0.3%	●●○○○○
SCHF Schwab International…	9.68M	10.00M	-3.1%	$268.13M	0.3%
CSCO Cisco Systems, Inc.	2.22M	2.41M	-7.8%	$260.93M	0.3%
MCD McDonald's Corporation	803.61K	837.90K	-4.1%	$217.21M	0.2%	●●○○○○
TSM Taiwan Semiconductor…	521.48K	563.81K	-7.5%	$248.93M	0.3%
IWF iShares Russell 1000…	1.98M	567.88K	-12.6% ✂	$246.39M	0.3%	●●○○○○
IJR iShares Core S&P…	1.65M	1.73M	-5.2%	$243.95M	0.3%	●●○○○○
IVE iShares S&P 500 Value…	1.05M	1.13M	-6.6%	$238.92M	0.3%	●●○○○○
SYK Stryker Corporation	683.51K	726.69K	-5.9%	$215.30M	0.2%
IXUS iShares Core MSCI Total…	2.46M	2.48M	-0.9%	$233.93M	0.2%	●●○○○○
SCHD Schwab U.S. Dividend…	6.97M	7.61M	-8.3%	$221.14M	0.2%
IWB iShares Russell 1000 ETF	566.20K	580.69K	-2.5%	$231.86M	0.2%
MUB iShares National Muni…	2.10M	2.11M	-0.6%	$225.58M	0.2%
DFUS Dimensional U.S. Equity…	2.62M	2.99M	-12.6%	$214.49M	0.2%
TDY Teledyne Technologies…	317.47K	329.18K	-3.6%	$211.59M	0.2%
SPDW State Street SPDR…	4.16M	4.47M	-6.9%	$209.86M	0.2%	●●○○○○
VV Vanguard Morningstar…	582.01K	603.95K	-3.6%	$200.14M	0.2%
PANW Palo Alto Networks, Inc.	579.98K	614.17K	-5.6%	$197.72M	0.2%	●●○○○○
GLD SPDR Gold Shares	354.99K	447.24K	-20.6%	$130.77M	0.1%
GE GE Aerospace	514.30K	524.92K	-2.0%	$192.21M	0.2%
DGRO iShares Core Dividend…	2.53M	2.72M	-7.0%	$191.57M	0.2%
IWR iShares Russell Mid-Cap…	1.73M	1.75M	-1.2%	$190.58M	0.2%	●●○○○○
WT WisdomTree, Inc.	1.61M	2.97M	-45.8%	$107.38M	0.1%
SPYM State Street SPDR…	1.85M	2.46M	-24.8%	$162.86M	0.2%
XLK State Street Technology…	926.41K	1.05M	-11.5%	$176.44M	0.2%	●●○○○○
ITOT iShares Core S&P Total…	1.05M	1.10M	-3.9%	$172.93M	0.2%	●●○○○○
ANET Arista Networks, Inc.	1.01M	1.04M	-2.8%	$171.02M	0.2%
KO The Coca-Cola Company	2.00M	2.13M	-6.2%	$162.75M	0.2%
PEP PepsiCo, Inc.	909.60K	1.03M	-12.1%	$123.17M	0.1%
DFAC Dimensional - US Core…	3.30M	4.12M	-19.9%	$146.38M	0.2%
BSX Boston Scientific…	960.83K	2.48M	-61.3%	$41.02M	0.0%
BND Vanguard Total Bond…	1.96M	2.11M	-7.2%	$144.18M	0.2%
ETN Eaton Corporation plc	351.09K	379.80K	-7.6%	$149.55M	0.2%
DUK Duke Energy Corporation	1.06M	1.12M	-5.9%	$133.92M	0.1%	●●○○○○
JAAA Janus Henderson AAA CLO…	2.77M	2.82M	-1.6%	$140.10M	0.1%
WM Waste Management, Inc.	557.18K	609.26K	-8.6%	$124.18M	0.1%	●●○○○○
SCHB Schwab U.S. Broad…	4.68M	5.00M	-6.3%	$135.64M	0.1%
LDOS Leidos Holdings, Inc.	54.10K	870.68K	-93.8%	$5.57M	0.0%	●●○○○○
BLK BlackRock, Inc.	140.12K	140.49K	-0.3%	$134.73M	0.1%
SPYG State Street SPDR…	836.24K	1.37M	-38.8%	$99.50M	0.1%	●●○○○○
MINT PIMCO Enhanced Short…	734.91K	1.31M	-43.8%	$74.09M	0.1%
ASML ASML Holding N.V.	64.95K	69.97K	-7.2%	$129.16M	0.1%	●●○○○○
DASH DoorDash, Inc.	694.17K	714.16K	-2.8%	$128.10M	0.1%
MCK McKesson Corporation	144.14K	146.13K	-1.4%	$108.91M	0.1%
LOW Lowe's Companies, Inc.	397.86K	535.03K	-25.6%	$87.72M	0.1%	●●○○○○
QUAL iShares MSCI USA…	546.04K	654.85K	-16.6%	$119.82M	0.1%	●●○○○○
IAU iShares Gold Trust	1.13M	1.39M	-18.7%	$85.31M	0.1%	●●○○○○
SCHA Schwab U.S. Small-Cap…	3.29M	3.39M	-2.9%	$118.81M	0.1%
SPYV State Street SPDR…	1.56M	2.09M	-25.3%	$95.09M	0.1%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	165.17K	497.55K	-66.8%	$50.04M	0.1%
BKNG Booking Holdings Inc.	481.98K	28.09K	-31.4% ✂	$85.93M	0.1%
KMI Kinder Morgan, Inc.	3.38M	3.40M	-0.5%	$107.98M	0.1%
APH Amphenol Corporation	635.01K	674.81K	-5.9%	$111.95M	0.1%
IWD iShares Russell 1000…	453.55K	478.15K	-5.2%	$109.96M	0.1%	●●○○○○
VT Vanguard Total World…	701.43K	772.79K	-9.2%	$109.64M	0.1%
HON Honeywell International…	219.78K	479.86K	-8.4% ✂	$49.21M	0.1%
BIL State Street SPDR…	681.63K	1.18M	-42.2%	$62.46M	0.1%
SNDK Sandisk Corporation	46.74K	53.29K	-12.3%	$106.14M	0.1%
BMY Bristol-Myers Squibb…	1.64M	1.74M	-5.9%	$94.55M	0.1%
CME CME Group Inc.	343.46K	357.92K	-4.0%	$75.85M	0.1%
PFF iShares Preferred and…	3.20M	3.43M	-6.5%	$97.69M	0.1%	●●○○○○
RTX RTX Corporation	532.07K	536.22K	-0.8%	$100.94M	0.1%
UBER Uber Technologies, Inc.	1.33M	1.41M	-5.7%	$96.08M	0.1%
LMT Lockheed Martin…	150.19K	167.45K	-10.3%	$76.51M	0.1%
QCOM QUALCOMM Incorporated	544.70K	567.91K	-4.1%	$100.67M	0.1%	●●○○○○
MRSH Marsh & McLennan…	498.19K	576.07K	-13.5%	$83.03M	0.1%
USMV iShares MSCI USA Min…	928.27K	1.08M	-13.7%	$89.54M	0.1%
NET Cloudflare, Inc.	403.32K	433.96K	-7.1%	$98.63M	0.1%
IVOV	858.07K	862.57K	-0.5%	$97.88M	0.1%	●●○○○○
IWP iShares Russell Mid-Cap…	662.97K	674.60K	-1.7%	$97.07M	0.1%
SCHM Schwab U.S. Mid-Cap ETF	2.63M	2.73M	-3.7%	$96.86M	0.1%
RSP Invesco S&P 500 Equal…	451.22K	480.04K	-6.0%	$96.01M	0.1%
REGN Regeneron…	100.09K	123.95K	-19.3%	$62.42M	0.1%
NOW ServiceNow, Inc.	650.63K	910.34K	-28.5%	$64.61M	0.1%	●●○○○○
SUB iShares Short-Term…	850.66K	883.81K	-3.8%	$90.57M	0.1%
IVOG	631.79K	635.63K	-0.6%	$92.43M	0.1%	●●○○○○
DE Deere & Company	134.25K	160.86K	-16.5%	$85.15M	0.1%
VYM Vanguard High Dividend…	567.89K	583.07K	-2.6%	$89.75M	0.1%
SPEM State Street SPDR…	1.26M	1.90M	-33.7%	$65.14M	0.1%
FIX Comfort Systems USA…	44.79K	44.89K	-0.2%	$88.77M	0.1%
GILD Gilead Sciences, Inc.	607.95K	621.97K	-2.2%	$76.81M	0.1%	●●○○○○
CRM Salesforce, Inc.	366.46K	462.60K	-20.8%	$57.42M	0.1%
VIOO Vanguard S&P Small-Cap…	591.04K	616.99K	-4.2%	$81.29M	0.1%	●●○○○○
VGT Vanguard Information…	676.21K	93.96K	-10.0% ✂	$80.82M	0.1%
MGK Vanguard Morningstar…	912.81K	195.90K	-6.8% ✂	$80.24M	0.1%
CGDV Capital Group Dividend…	321.31K	1.87M	-82.9%	$15.83M	0.0%	●●○○○○
NTAP NetApp, Inc.	508.80K	526.31K	-3.3%	$78.74M	0.1%	●●○○○○
CINF Cincinnati Financial…	420.51K	443.88K	-5.3%	$77.85M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
FFLC	—	1.03M	Thoát	$52.67M	0.1%
TERN Terns Pharmaceuticals…	—	557.36K	Thoát	$29.38M	0.0%
CTSH Cognizant Technology…	—	344.38K	Thoát	$21.13M	0.0%
HELO JPMorgan Hedged Equity…	—	329.30K	Thoát	$21.05M	0.0%
QDPL	—	435.49K	Thoát	$17.48M	0.0%
XLSR	—	277.05K	Thoát	$16.00M	0.0%
MASI Masimo Corporation	—	61.27K	Thoát	$10.90M	0.0%
LSGR	—	257.99K	Thoát	$10.16M	0.0%
HCRB	—	264.03K	Thoát	$9.25M	0.0%
KRMN Karman Holdings Inc.	—	111.95K	Thoát	$8.96M	0.0%
WEX WEX Inc.	—	54.63K	Thoát	$8.36M	0.0%
GMUB	—	163.32K	Thoát	$8.32M	0.0%
FFLG	—	286.74K	Thoát	$7.97M	0.0%
FTCB First Trust Core…	—	376.44K	Thoát	$7.89M	0.0%
DD DuPont de Nemours, Inc.	—	166.70K	Thoát	$7.63M	0.0%
AVIG	—	182.23K	Thoát	$7.57M	0.0%
KDP Keurig Dr Pepper Inc.	—	283.28K	Thoát	$7.46M	0.0%
TACK	—	241.17K	Thoát	$7.33M	0.0%
MMTM	—	24.84K	Thoát	$6.96M	0.0%
COWG Pacer US Large Cap Cash…	—	187.23K	Thoát	$6.32M	0.0%
CTRA Coterra Energy Inc.	—	179.53K	Thoát	$6.31M	0.0%
FLMI	—	245.17K	Thoát	$6.08M	0.0%
GWRE Guidewire Software, Inc.	—	40.10K	Thoát	$6.00M	0.0%
MTZ MasTec, Inc.	—	18.54K	Thoát	$5.97M	0.0%
JSMD	—	70.27K	Thoát	$5.58M	0.0%
GMED Globus Medical, Inc.	—	62.93K	Thoát	$5.42M	0.0%
CALF Pacer US Small Cap Cash…	—	109.90K	Thoát	$4.93M	0.0%
AL Air Lease Corporation	—	75.50K	Thoát	$4.90M	0.0%
JPEF	—	67.66K	Thoát	$4.86M	0.0%
CACI CACI International Inc	—	8.93K	Thoát	$4.86M	0.0%
TRU TransUnion	—	68.80K	Thoát	$4.76M	0.0%
LDSF	—	241.80K	Thoát	$4.57M	0.0%
FLIA	—	214.41K	Thoát	$4.34M	0.0%
AGIX	—	129.87K	Thoát	$4.26M	0.0%
FLDR	—	84.99K	Thoát	$4.25M	0.0%
IFF International Flavors &…	—	55.45K	Thoát	$4.02M	0.0%
TAFI Alliance Bernstein - AB…	—	155.63K	Thoát	$3.92M	0.0%
TYL Tyler Technologies, Inc.	—	11.44K	Thoát	$3.92M	0.0%
OLLI Ollie's Bargain Outlet…	—	41.54K	Thoát	$3.82M	0.0%
PALC	—	73.71K	Thoát	$3.82M	0.0%
FTLS First Trust Long/Short…	—	53.96K	Thoát	$3.80M	0.0%
APG APi Group Corporation	—	93.08K	Thoát	$3.77M	0.0%
FLS Flowserve Corporation	—	50.26K	Thoát	$3.69M	0.0%
SOFI SoFi Technologies, Inc.	—	227.25K	Thoát	$3.61M	0.0%
INSM Insmed Incorporated	—	22.07K	Thoát	$3.61M	0.0%
PFM	—	70.00K	Thoát	$3.58M	0.0%
USMF	—	72.36K	Thoát	$3.57M	0.0%
TPX Tempur Sealy…	—	46.00K	Thoát	$3.40M	0.0%
CGNX Cognex Corporation	—	68.14K	Thoát	$3.34M	0.0%
CGSD Capital Group Short…	—	128.08K	Thoát	$3.30M	0.0%
PICB	—	139.97K	Thoát	$3.23M	0.0%
HYDB	—	67.98K	Thoát	$3.16M	0.0%
GSEW	—	36.94K	Thoát	$3.13M	0.0%
FR First Industrial Realty…	—	53.91K	Thoát	$3.12M	0.0%
WST West Pharmaceutical…	—	12.43K	Thoát	$3.12M	0.0%
WPC W. P. Carey Inc.	—	43.62K	Thoát	$2.96M	0.0%
EPAM EPAM Systems, Inc.	—	20.99K	Thoát	$2.84M	0.0%
IONQ IonQ, Inc.	—	94.47K	Thoát	$2.72M	0.0%
VTRS Viatris Inc.	—	199.76K	Thoát	$2.70M	0.0%
DBMF iMGP DBi Managed…	—	88.94K	Thoát	$2.68M	0.0%
CNM Core & Main, Inc.	—	50.70K	Thoát	$2.50M	0.0%
AFRM Affirm Holdings, Inc.	—	53.39K	Thoát	$2.45M	0.0%
ALSN Allison Transmission…	—	19.74K	Thoát	$2.31M	0.0%
PSCI	—	14.45K	Thoát	$2.23M	0.0%
AVSF	—	46.63K	Thoát	$2.18M	0.0%
FOXA Fox Corporation	—	37.36K	Thoát	$2.18M	0.0%
ESAB ESAB Corporation	—	21.80K	Thoát	$2.11M	0.0%
WTW Willis Towers Watson…	—	7.23K	Thoát	$2.10M	0.0%
MEAR	—	40.53K	Thoát	$2.04M	0.0%
SON Sonoco Products Company	—	37.63K	Thoát	$2.04M	0.0%
IBDX	—	78.36K	Thoát	$1.98M	0.0%
QGRO American Century U.S.…	—	18.39K	Thoát	$1.93M	0.0%
TTD The Trade Desk, Inc.	—	84.19K	Thoát	$1.91M	0.0%
AU AngloGold Ashanti plc	—	19.53K	Thoát	$1.90M	0.0%
MTDR Matador Resources…	—	30.01K	Thoát	$1.90M	0.0%
WMS Advanced Drainage…	—	13.44K	Thoát	$1.84M	0.0%
CTA	—	59.66K	Thoát	$1.80M	0.0%
HFGO	—	72.35K	Thoát	$1.77M	0.0%
AGCO AGCO Corporation	—	15.22K	Thoát	$1.76M	0.0%
SPXC SPX Technologies, Inc.	—	8.80K	Thoát	$1.76M	0.0%
KTOS Kratos Defense &…	—	24.84K	Thoát	$1.75M	0.0%
BSJR	—	77.71K	Thoát	$1.74M	0.0%
FLXS	—	38.30K	Thoát	$1.72M	0.0%
IDXX IDEXX Laboratories, Inc.	—	3.02K	Thoát	$1.69M	0.0%
NXT Nextpower Inc.	—	13.83K	Thoát	$1.67M	0.0%
PHM PulteGroup, Inc.	—	14.00K	Thoát	$1.65M	0.0%
TXUE	—	50.60K	Thoát	$1.63M	0.0%
CVGW	—	62.95K	Thoát	$1.62M	0.0%
QSR Restaurant Brands…	—	20.81K	Thoát	$1.54M	0.0%
TAXF	—	30.70K	Thoát	$1.54M	0.0%
SWKS Skyworks Solutions, Inc.	—	28.36K	Thoát	$1.52M	0.0%
FCN FTI Consulting, Inc.	—	8.55K	Thoát	$1.51M	0.0%
HUBB Hubbell Incorporated	—	3.04K	Thoát	$1.49M	0.0%
ALLE Allegion plc	—	10.14K	Thoát	$1.47M	0.0%
PNW Pinnacle West Capital…	—	14.62K	Thoát	$1.47M	0.0%
CPAI	—	34.82K	Thoát	$1.46M	0.0%
AFMC	—	40.24K	Thoát	$1.43M	0.0%
IYZ	—	36.09K	Thoát	$1.42M	0.0%
GRNB	—	58.42K	Thoát	$1.40M	0.0%
WINN	—	50.34K	Thoát	$1.40M	0.0%
ICLO	—	54.62K	Thoát	$1.39M	0.0%
WTM White Mountains…	—	607	Thoát	$1.33M	0.0%
FTMS	—	133.46K	Thoát	$1.32M	0.0%
ASTS AST SpaceMobile, Inc.	—	15.87K	Thoát	$1.31M	0.0%
BSJS	—	59.67K	Thoát	$1.29M	0.0%
FIBR	—	14.45K	Thoát	$1.29M	0.0%
HSRT	—	33.15K	Thoát	$1.28M	0.0%
IAK	—	9.99K	Thoát	$1.28M	0.0%
QLYS Qualys, Inc.	—	14.46K	Thoát	$1.27M	0.0%
XMVM	—	19.50K	Thoát	$1.27M	0.0%
JMBS Janus Henderson…	—	27.30K	Thoát	$1.23M	0.0%
KTB Kontoor Brands, Inc.	—	17.53K	Thoát	$1.23M	0.0%
PMAR	—	27.11K	Thoát	$1.21M	0.0%
TEX Terex Corporation	—	20.47K	Thoát	$1.21M	0.0%
CG The Carlyle Group Inc.	—	24.93K	Thoát	$1.21M	0.0%
NUBD	—	52.83K	Thoát	$1.17M	0.0%
WTS Watts Water…	—	4.02K	Thoát	$1.17M	0.0%
BUZZ	—	39.98K	Thoát	$1.15M	0.0%
FTHI First Trust BuyWrite…	—	50.03K	Thoát	$1.15M	0.0%
ESE ESCO Technologies Inc.	—	4.05K	Thoát	$1.14M	0.0%

Tuổi vị thế

4250–1 quý

29292–4 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: Q2 2026 · hồ sơ mới nhất Aug 13, 2026 · Phương pháp tính thay đổi

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Mariner, LLC