Hồ sơ lưu nhà quản lý

Mml Investors Services, Llc

Springfield, MA · CIK 701059 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$49.01BGiá trị 13F được báo cáo

3,254Vị thế

16.7%Tỷ trọng top 10

168.60Danh mục nắm giữ hiệu lực

2.1%Doanh thu ước tính

+293Mới

−72Thoát 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 69.7% (-0.2pp)

Công nghệ 12.0% (+1.3pp)

Công nghiệp 3.5% (+0.1pp)

Dịch vụ Truyền thông 3.3% (-0.2pp)

Hàng tiêu dùng chu kỳ 3.2% (-0.2pp)

Chăm sóc sức khỏe 3.1% (-0.2pp)

Hàng tiêu dùng thiết yếu 1.8% (-0.2pp)

Năng lượng 1.3% (-0.3pp)

Tiện ích 0.9% (-0.1pp)

Vật liệu Cơ bản 0.7% (+0.0pp)

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	IVV iShares Core S&P 500 ETF	4.3%	$2.12B	2.83M	+55.3%	▲ Add	3+
2	NVDA NVIDIA Corporation	1.8%	$906.03M	4.53M	+16.6%	▲ Add	3+
3	AAPL Apple Inc.	1.8%	$890.56M	3.08M	+19.7%	▲ Add	3+
4	QQQ Invesco QQQ Trust, Series 1	1.4%	$667.58M	906.55K	+19.8%	▲ Add	3+
5	VEA Vanguard FTSE Developed…	1.3%	$652.02M	9.15M	+20.4%	▲ Add	3+
6	DYNF iShares U.S. Equity Factor…	1.3%	$621.01M	9.13M	+26.2%	▲ Add	3+
7	MSFT Microsoft Corporation	1.2%	$609.99M	1.64M	+21.4%	▲ Add	3+
8	VOO Vanguard S&P 500 ETF	1.2%	$586.03M	853.26K	+25.6%	▲ Add	3+
9	AMZN Amazon.com, Inc.	1.2%	$576.96M	2.42M	+13.9%	▲ Add	3+
10	IVW iShares S&P 500 Growth ETF	1.1%	$547.80M	3.98M	+19.4%	▲ Add	3+
11	GOOGL Alphabet Inc.	1.1%	$542.17M	1.52M	+18.6%	▲ Add	3+
12	IUSB iShares Core Universal USD…	1.1%	$526.38M	11.41M	+57.0%	▲ Add	3+
13	SPY State Street SPDR S&P 500…	1.1%	$515.19M	689.89K	+12.5%	▲ Add	3+
14	IEMG iShares Core MSCI Emerging…	1.0%	$495.92M	5.99M	-3.8%	▼ Trim	3+
15	IEFA iShares Core MSCI EAFE ETF	0.9%	$447.68M	4.64M	+15.3%	▲ Add	3+
16	VUG Vanguard Morningstar Growth…	0.8%	$399.90M	4.64M	+16.7% ✂	▲ Add	3+
17	IVE iShares S&P 500 Value ETF	0.8%	$384.90M	1.70M	-1.5%	▼ Trim	3+
18	SCHG Schwab U.S. Large-Cap…	0.7%	$366.87M	10.84M	+19.5%	▲ Add	3+
19	BDYN iShares Dynamic Equity…	0.7%	$345.72M	12.46M	+20.1%	▲ Add	3+
20	BAI iShares A.I. Innovation and…	0.7%	$324.80M	6.16M	+17.7%	▲ Add	3+
21	FELG Fidelity Enhanced Large Cap…	0.6%	$314.79M	7.20M	+17.6%	▲ Add	3+
22	META Meta Platforms, Inc.	0.6%	$312.83M	555.37K	+22.7%	▲ Add	3+
23	JPM JPMorgan Chase & Co.	0.6%	$311.25M	950.86K	+19.6%	▲ Add	3+
24	VTV Vanguard Morningstar Value…	0.6%	$309.65M	1.42M	+21.1%	▲ Add	3+
25	AVGO Broadcom Inc.	0.6%	$308.48M	816.62K	+23.7%	▲ Add	3+
26	MTUM iShares MSCI USA Momentum…	0.6%	$284.62M	830.21K	+32.6%	▲ Add	3+
27	GOOG Alphabet Inc.	0.6%	$270.61M	765.88K	+19.9%	▲ Add	3+
28	SPYM State Street SPDR Portfolio…	0.6%	$269.68M	3.07M	+51.3%	▲ Add	3+
29	IJH iShares Core S&P Mid-Cap ETF	0.5%	$265.58M	3.44M	+18.9%	▲ Add	3+
30	MUB iShares National Muni Bond…	0.5%	$257.41M	2.39M	+22.8%	▲ Add	3+
31	DGRO iShares Core Dividend…	0.5%	$254.94M	3.36M	+7.7%	▲ Add	3+
32	CGDV Capital Group Dividend…	0.5%	$250.27M	5.08M	+18.9%	▲ Add	3+
33	BND Vanguard Total Bond Market…	0.5%	$247.87M	3.38M	+27.7%	▲ Add	3+
34	EFG iShares MSCI EAFE Growth ETF	0.5%	$241.52M	1.94M	+25.9%	▲ Add	3+
35	IWF iShares Russell 1000 Growth…	0.5%	$240.20M	1.93M	+5.2% ✂	▲ Add	3+
36	QUAL iShares MSCI USA Quality…	0.4%	$219.20M	998.94K	-29.5%	▼ Trim	3+
37	SCHD Schwab U.S. Dividend Equity…	0.4%	$214.04M	6.75M	+25.7%	▲ Add	3+
38	TSM Taiwan Semiconductor…	0.4%	$213.55M	447.17K	+18.9%	▲ Add	3+
39	LLY Eli Lilly and Company	0.4%	$211.70M	176.50K	+16.7%	▲ Add	3+
40	AVEM Avantis Emerging Markets…	0.4%	$210.61M	2.18M	+19.1%	▲ Add	3+
41	VWO Vanguard FTSE Emerging…	0.4%	$206.28M	3.46M	+18.6%	▲ Add	3+
42	IJR iShares Core S&P Small-Cap…	0.4%	$202.61M	1.37M	+13.1%	▲ Add	3+
43	XLK State Street Technology…	0.4%	$201.36M	1.06M	-7.5%	▼ Trim	3+
44	EFV iShares MSCI EAFE Value ETF	0.4%	$200.19M	2.62M	-33.6%	▼ Trim	3+
45	QQQM Invesco NASDAQ 100 ETF	0.4%	$199.47M	658.38K	+68.5%	▲ Add	3+
46	CGGR Capital Group Growth ETF	0.4%	$197.26M	4.18M	+30.1%	▲ Add	3+
47	VTI Vanguard Morningstar Total…	0.4%	$195.78M	529.08K	+16.1%	▲ Add	3+
48	BDVL iShares Disciplined…	0.4%	$192.34M	7.40M	+25.4%	▲ Add	3+
49	JEPI JPMorgan Equity Premium…	0.4%	$187.53M	3.32M	+21.1%	▲ Add	3+
50	SMH VanEck Semiconductor ETF	0.4%	$185.40M	282.67K	+9.2%	▲ Add	3+
51	XLF State Street Financial…	0.4%	$185.13M	3.45M	+5.5%	▲ Add	3+
52	GOVT iShares U.S. Treasury Bond…	0.4%	$182.15M	8.00M	+28.6%	▲ Add	3+
53	SPHQ Invesco S&P 500 Quality ETF	0.4%	$177.39M	1.97M	+139.2%	▲ Add	3+
54	TSLA Tesla, Inc.	0.4%	$175.41M	417.05K	+17.9%	▲ Add	3+
55	BLCR iShares Large Cap Core…	0.4%	$173.78M	3.45M	+31.4%	▲ Add	2
56	BRK-B Berkshire Hathaway Inc.	0.4%	$172.18M	344.10K	+9.3%	▲ Add	3+
57	MBB iShares MBS ETF	0.3%	$167.25M	1.77M	+25.3%	▲ Add	3+
58	SPDW State Street SPDR Portfolio…	0.3%	$166.74M	3.31M	+53.6%	▲ Add	3+
59	JIRE JPMorgan International…	0.3%	$165.01M	2.00M	+15.7%	▲ Add	3+
60	CGUS Capital Group Core Equity…	0.3%	$162.76M	3.66M	+23.6%	▲ Add	3+
61	V Visa Inc.	0.3%	$162.76M	474.39K	+13.1%	▲ Add	3+
62	MU Micron Technology, Inc.	0.3%	$159.89M	138.52K	+18.9%	▲ Add	3+
63	THRO iShares U.S. Thematic…	0.3%	$159.73M	3.71M	-16.9%	▼ Trim	3+
64	ABBV AbbVie Inc.	0.3%	$159.11M	632.28K	+14.6%	▲ Add	3+
65	SPYG State Street SPDR Portfolio…	0.3%	$158.77M	1.33M	+19.1%	▲ Add	3+
66	AGG iShares Core U.S. Aggregate…	0.3%	$154.76M	1.56M	+15.1%	▲ Add	3+
67	CGGO Capital Group Global Growth…	0.3%	$148.60M	3.51M	+24.6%	▲ Add	3+
68	AMD Advanced Micro Devices, Inc.	0.3%	$143.15M	246.43K	+5.8%	▲ Add	3+
69	CAT Caterpillar Inc.	0.3%	$142.84M	134.13K	+8.6%	▲ Add	3+
70	WMT Walmart Inc.	0.3%	$141.72M	1.25M	+24.0%	▲ Add	3+
71	CORO iShares International…	0.3%	$141.15M	3.86M	+6359.9%	▲ Add	2
72	IDEF iShares Defense Industrials…	0.3%	$141.04M	4.44M	+50.1%	▲ Add	2
73	AMAT Applied Materials, Inc.	0.3%	$140.68M	194.57K	+3.3%	▲ Add	3+
74	GLD SPDR Gold Shares	0.3%	$139.08M	377.55K	+9.5%	▲ Add	3+
75	VB Vanguard Morningstar…	0.3%	$137.80M	454.60K	+21.1%	▲ Add	3+
76	VIG Vanguard Dividend…	0.3%	$137.63M	581.67K	+17.9%	▲ Add	3+
77	BUFR FT Vest Laddered Buffer ETF	0.3%	$137.60M	3.77M	+25.5%	▲ Add	3+
78	VBK Vanguard Morningstar…	0.3%	$136.45M	373.11K	+13.8%	▲ Add	3+
79	RDVY First Trust Rising Dividend…	0.3%	$136.03M	1.68M	+23.6%	▲ Add	3+
80	COST Costco Wholesale Corporation	0.3%	$131.48M	140.55K	+20.2%	▲ Add	3+
81	LQD iShares iBoxx $ Investment…	0.3%	$130.82M	1.20M	+20.4%	▲ Add	3+
82	RSP Invesco S&P 500 Equal…	0.3%	$130.63M	613.96K	-14.9%	▼ Trim	3+
83	XLI State Street Industrial…	0.3%	$127.77M	689.78K	+7.5%	▲ Add	3+
84	CSCO Cisco Systems, Inc.	0.3%	$126.71M	1.08M	+12.8%	▲ Add	3+
85	VO Vanguard Morningstar…	0.3%	$126.57M	1.57M	+17.1% ✂	▲ Add	3+
86	ASML ASML Holding N.V.	0.3%	$125.14M	62.90K	+47.0%	▲ Add	3+
87	SOXX iShares Semiconductor ETF	0.2%	$122.54M	191.25K	+13.7%	▲ Add	3+
88	BINC iShares Flexible Income…	0.2%	$122.32M	2.34M	-12.5%	▼ Trim	3+
89	PM Philip Morris International…	0.2%	$119.98M	663.18K	+24.0%	▲ Add	3+
90	TLH iShares 10-20 Year Treasury…	0.2%	$119.68M	1.19M	-12.6%	▼ Trim	3+
91	IWY iShares Russell Top 200…	0.2%	$119.20M	410.16K	+4.0%	▲ Add	3+
92	VGT Vanguard Information…	0.2%	$114.39M	957.08K	+48.8% ✂	▲ Add	3+
93	XONA.DE Exxon Mobil Corporation	0.2%	$113.84M	832.67K	+19.7%	▲ Add	3+
94	HD The Home Depot, Inc.	0.2%	$112.76M	319.73K	+18.4%	▲ Add	3+
95	FBND Fidelity Total Bond ETF	0.2%	$111.86M	2.46M	+13.9%	▲ Add	3+
96	MS Morgan Stanley	0.2%	$106.75M	510.68K	+17.0%	▲ Add	3+
97	SPMO Invesco S&P 500 Momentum ETF	0.2%	$106.53M	659.47K	+36.6%	▲ Add	3+
98	JNJ Johnson & Johnson	0.2%	$103.75M	408.51K	+45.0%	▲ Add	3+
99	XLE State Street Energy Select…	0.2%	$103.73M	1.95M	+44.7%	▲ Add	3+
100	NFLX Netflix, Inc.	0.2%	$103.62M	1.45M	+28.5%	▲ Add	3+
101	IGSB iShares 1-5 Year Investment…	0.2%	$101.91M	1.94M	+21.8%	▲ Add	3+
102	JEPQ JPMorgan Nasdaq Equity…	0.2%	$101.33M	1.65M	+38.8%	▲ Add	3+
103	VV Vanguard Morningstar…	0.2%	$100.98M	293.64K	+14.1%	▲ Add	3+
104	IALT iShares Systematic…	0.2%	$100.51M	3.58M	Mới	New	1
105	SPHY State Street SPDR Portfolio…	0.2%	$99.62M	4.25M	+31.9%	▲ Add	3+
106	BNDX Vanguard Total…	0.2%	$99.40M	2.05M	+22.8%	▲ Add	3+
107	VYM Vanguard High Dividend…	0.2%	$99.15M	627.40K	+20.1%	▲ Add	3+
108	RTX RTX Corporation	0.2%	$98.25M	517.86K	+15.0%	▲ Add	3+
109	ITA iShares U.S. Aerospace &…	0.2%	$97.89M	403.81K	+20.8%	▲ Add	3+
110	GS The Goldman Sachs Group…	0.2%	$95.66M	94.58K	+15.5%	▲ Add	3+
111	MTBA SIMPLIFY EXCHANGE TRADED FUN	0.2%	$95.10M	1.94M	+18.8%	▲ Add	3+
112	COWZ Pacer US Cash Cows 100 ETF	0.2%	$93.76M	1.51M	+9.8%	▲ Add	3+
113	BFLX BLACKROCK ETF TRUST	0.2%	$92.88M	3.63M	Mới	New	1
114	SCHF Schwab International Equity…	0.2%	$92.55M	3.34M	+25.8%	▲ Add	3+
115	CVX Chevron Corporation	0.2%	$92.18M	556.10K	+13.0%	▲ Add	3+
116	SPYV State Street SPDR Portfolio…	0.2%	$90.36M	1.49M	+23.5%	▲ Add	3+
117	MA Mastercard Incorporated	0.2%	$89.83M	174.90K	+12.9%	▲ Add	3+
118	IAU iShares Gold Trust	0.2%	$89.57M	1.19M	+4.8%	▲ Add	3+
119	PANW Palo Alto Networks, Inc.	0.2%	$88.57M	259.72K	+6.8%	▲ Add	3+
120	PG The Procter & Gamble Company	0.2%	$84.66M	577.36K	+21.8%	▲ Add	3+
121	ITOT iShares Core S&P Total U.S.…	0.2%	$82.14M	500.03K	+10.8%	▲ Add	3+
122	VXUS Vanguard Total…	0.2%	$81.41M	952.25K	+38.9%	▲ Add	3+
123	VEU Vanguard FTSE All-World…	0.2%	$80.94M	966.39K	+20.6%	▲ Add	3+
124	JBND JPMorgan Active Bond ETF	0.2%	$80.40M	1.50M	+19.7%	▲ Add	3+
125	EFA iShares MSCI EAFE ETF	0.2%	$80.12M	771.23K	+16.1%	▲ Add	3+
126	VZ Verizon Communications Inc.	0.2%	$78.68M	1.86M	+31.5%	▲ Add	3+
127	XMMO Invesco S&P MidCap Momentum…	0.2%	$78.30M	460.19K	+33.0%	▲ Add	3+
128	FBCG Fidelity Blue Chip Growth…	0.2%	$77.85M	1.25M	+22.6%	▲ Add	3+
129	LMUB iShares Long-Term National…	0.2%	$77.72M	1.52M	+27.8%	▲ Add	2
130	AMGN Amgen Inc.	0.2%	$76.80M	212.07K	+14.7%	▲ Add	3+
131	ETN Eaton Corporation plc	0.2%	$76.57M	179.70K	+22.2%	▲ Add	3+
132	PLTR Palantir Technologies Inc.	0.2%	$76.48M	655.49K	+31.8%	▲ Add	3+
133	SGOV iShares 0-3 Month Treasury…	0.2%	$76.27M	757.61K	+23.1%	▲ Add	3+
134	BSV Vanguard Short-Term Bond ETF	0.2%	$75.62M	970.66K	+18.4%	▲ Add	3+
135	CGDG Capital Group Dividend…	0.2%	$75.34M	2.01M	+29.9%	▲ Add	3+
136	GGOV iShares Global Government…	0.2%	$74.42M	1.48M	Mới	New	1
137	GE GE Aerospace	0.2%	$73.79M	197.44K	+19.7%	▲ Add	3+
138	IWD iShares Russell 1000 Value…	0.2%	$73.76M	304.24K	-24.1%	▼ Trim	3+
139	IEF iShares 7-10 Year Treasury…	0.1%	$72.95M	771.43K	+18.2%	▲ Add	3+
140	IYW iShares U.S. Technology ETF	0.1%	$72.71M	288.27K	+31.2%	▲ Add	3+
141	SDVY First Trust SMID Cap Rising…	0.1%	$72.62M	1.68M	+23.1%	▲ Add	3+
142	CGCP Capital Group Core Plus…	0.1%	$69.64M	3.12M	+28.4%	▲ Add	3+
143	JIVE JPMorgan International…	0.1%	$69.12M	751.69K	+139.2%	▲ Add	3+
144	IWM iShares Russell 2000 ETF	0.1%	$68.29M	227.30K	+17.6%	▲ Add	3+
145	CGMU Capital Group Municipal…	0.1%	$68.10M	2.48M	+20.3%	▲ Add	3+
146	INTC Intel Corp.	0.1%	$66.56M	476.69K	+14.4%	▲ Add	3+
147	NEE NextEra Energy, Inc.	0.1%	$66.36M	756.06K	+21.2%	▲ Add	3+
148	CGGE Capital Group Global Equity…	0.1%	$65.76M	1.87M	+18.4%	▲ Add	3+
149	JCPB JPMorgan Core Plus Bond ETF	0.1%	$64.66M	1.38M	+72.6%	▲ Add	3+
150	IGV iShares Expanded…	0.1%	$64.33M	710.01K	+100.6%	▲ Add	3+
151	BLK BlackRock, Inc.	0.1%	$64.01M	66.57K	+21.2%	▲ Add	3+
152	LRCX Lam Research Corporation	0.1%	$63.87M	147.38K	+14.3%	▲ Add	3+
153	IBM International Business…	0.1%	$63.56M	226.03K	+18.2%	▲ Add	3+
154	SHY iShares 1-3 Year Treasury…	0.1%	$63.54M	773.88K	+31.6%	▲ Add	3+
155	UNH UnitedHealth Group…	0.1%	$63.52M	152.84K	+54.0%	▲ Add	3+
156	PLD Prologis, Inc.	0.1%	$63.39M	467.95K	+22.5%	▲ Add	3+
157	SDY State Street SPDR S&P…	0.1%	$63.08M	414.52K	+17.8%	▲ Add	3+
158	VLUE iShares MSCI USA Value…	0.1%	$60.34M	301.99K	-2.3%	▼ Trim	3+
159	KO The Coca-Cola Company	0.1%	$60.31M	742.07K	+18.1%	▲ Add	3+
160	DUK Duke Energy Corporation	0.1%	$59.27M	468.22K	+22.0%	▲ Add	3+
161	UNP Union Pacific Corporation	0.1%	$58.13M	213.72K	+26.6%	▲ Add	3+
162	FESM Fidelity Enhanced Small Cap…	0.1%	$57.70M	1.19M	+38.9%	▲ Add	3+
163	SCHW The Charles Schwab…	0.1%	$57.36M	621.65K	+8.1%	▲ Add	3+
164	GEV GE Vernova Inc.	0.1%	$57.19M	48.68K	+31.9%	▲ Add	3+
165	MRK Merck & Co., Inc.	0.1%	$57.07M	444.13K	+16.8%	▲ Add	3+
166	IEUR iShares Core MSCI Europe ETF	0.1%	$56.97M	757.84K	-30.1%	▼ Trim	3+
167	TXN Texas Instruments…	0.1%	$56.92M	190.97K	+64.8%	▲ Add	3+
168	JPST JPMorgan Ultra-Short Income…	0.1%	$56.90M	1.13M	+21.7%	▲ Add	3+
169	IQLT iShares MSCI Intl Quality…	0.1%	$56.60M	1.14M	-0.4%	▼ Trim	3+
170	BSCQ Invesco BulletShares 2026…	0.1%	$56.33M	2.88M	+19.0%	▲ Add	3+
171	UBER Uber Technologies, Inc.	0.1%	$56.32M	780.55K	+7.6%	▲ Add	3+
172	GRID First Trust NASDAQ Clean…	0.1%	$55.78M	290.88K	+53.7%	▲ Add	3+
173	DELL Dell Technologies Inc.	0.1%	$55.62M	128.91K	+19.2%	▲ Add	3+
174	VT Vanguard Total World Stock…	0.1%	$55.45M	353.29K	+21.0%	▲ Add	3+
175	PULS PGIM Ultra Short Bond ETF	0.1%	$55.17M	1.11M	+50.3%	▲ Add	3+
176	IXUS iShares Core MSCI Total…	0.1%	$55.06M	576.88K	+18.3%	▲ Add	3+
177	BIV Vanguard Intermediate-Term…	0.1%	$54.82M	714.80K	+25.4%	▲ Add	3+
178	VOT Vanguard Morningstar…	0.1%	$54.76M	178.76K	+15.8%	▲ Add	3+
179	XLG Invesco S&P 500 Top 50 ETF	0.1%	$54.36M	887.76K	+19.8%	▲ Add	3+
180	BIL State Street SPDR Bloomberg…	0.1%	$53.96M	588.86K	+7.1%	▲ Add	3+
181	PH Parker-Hannifin Corporation	0.1%	$53.65M	54.85K	+12.3%	▲ Add	3+
182	HYG iShares iBoxx $ High Yield…	0.1%	$53.62M	670.52K	+13.3%	▲ Add	3+
183	CGCB Capital Group Core Bond ETF	0.1%	$53.46M	2.04M	+30.0%	▲ Add	3+
184	CGXU Capital Group International…	0.1%	$52.73M	1.52M	+60.0%	▲ Add	3+
185	SPEM State Street SPDR Portfolio…	0.1%	$51.89M	1.00M	+48.3%	▲ Add	3+
186	CGBL Capital Group Core Balanced…	0.1%	$51.16M	1.35M	+28.4%	▲ Add	3+
187	BAC Bank of America Corporation	0.1%	$51.03M	895.64K	+35.8%	▲ Add	3+
188	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$50.97M	1.01M	+22.3%	▲ Add	3+
189	SNA Snap-on Incorporated	0.1%	$50.96M	126.64K	+13.9%	▲ Add	3+
190	AVUS Avantis U.S. Equity ETF	0.1%	$50.82M	396.79K	+32.5%	▲ Add	3+
191	ANET Arista Networks, Inc.	0.1%	$50.41M	296.71K	+11.2%	▲ Add	3+
192	PAVE Global X - U.S.…	0.1%	$49.75M	844.31K	+26.9%	▲ Add	3+
193	USB U.S. Bancorp	0.1%	$49.73M	823.38K	+24.7%	▲ Add	3+
194	WDC Western Digital Corporation	0.1%	$49.66M	77.75K	-7.6%	▼ Trim	3+
195	JPEF J P MORGAN EXCHANGE TRADED F	0.1%	$49.62M	617.65K	-8.2%	▼ Trim	3+
196	VOE Vanguard Morningstar…	0.1%	$49.16M	248.80K	+2.9%	▲ Add	3+
197	CGMS Capital Group U.S.…	0.1%	$49.00M	1.79M	+31.5%	▲ Add	3+
198	REVS COLUMBIA ETF TR I	0.1%	$48.87M	1.55M	+30.3%	▲ Add	3+
199	WFC Wells Fargo & Company	0.1%	$48.87M	591.36K	+20.0%	▲ Add	3+
200	STX Seagate Technology Holdings…	0.1%	$48.41M	50.16K	+54.9%	▲ Add	3+
201	IYJ iShares U.S. Industrials ETF	0.1%	$48.22M	289.33K	+35.1%	▲ Add	3+
202	IAI iShares U.S. Broker-Dealers…	0.1%	$48.08M	274.23K	+35.4%	▲ Add	3+
203	PVAL Putnam Focused Large Cap…	0.1%	$47.77M	937.68K	+49.2%	▲ Add	3+
204	SLV iShares Silver Trust	0.1%	$47.70M	892.11K	+12.2%	▲ Add	3+
205	KLAC KLA Corporation	0.1%	$47.50M	157.43K	+34.8% ✂	▲ Add	3+
206	IDGT ISHARES TR	0.1%	$47.49M	396.60K	+1141.8%	▲ Add	3+
207	HDV iShares Core High Dividend…	0.1%	$47.19M	1.72M	+13.0% ✂	▲ Add	3+
208	C Citigroup Inc.	0.1%	$47.04M	336.13K	+19.1%	▲ Add	3+
209	SPYI NEOS ETF TRUST	0.1%	$46.87M	882.85K	+77.5%	▲ Add	3+
210	DFAC Dimensional - US Core…	0.1%	$46.77M	1.05M	+20.4%	▲ Add	3+
211	LMT Lockheed Martin Corporation	0.1%	$46.33M	90.95K	+14.1%	▲ Add	3+
212	AXP American Express Company	0.1%	$45.79M	135.37K	+44.8%	▲ Add	3+
213	AIRR First Trust RBA American…	0.1%	$45.79M	343.64K	+20.8%	▲ Add	3+
214	QCOM QUALCOMM Incorporated	0.1%	$45.61M	246.83K	-1.8%	▼ Trim	3+
215	VBR Vanguard Morningstar…	0.1%	$45.46M	187.08K	+7.5%	▲ Add	3+
216	FDVV Fidelity High Dividend ETF	0.1%	$45.46M	753.96K	+20.4%	▲ Add	3+
217	BKNG Booking Holdings Inc.	0.1%	$45.16M	253.38K	+7.0% ✂	▲ Add	3+
218	ABT Abbott Laboratories	0.1%	$45.12M	497.28K	+13.7%	▲ Add	3+
219	SCHO Schwab Short-Term U.S.…	0.1%	$44.66M	1.85M	+342.7%	▲ Add	3+
220	XLU State Street Utilities…	0.1%	$44.64M	984.60K	+39.9%	▲ Add	3+
221	MGK Vanguard Morningstar Mega…	0.1%	$44.44M	505.51K	+12.5% ✂	▲ Add	3+
222	MCD McDonald's Corporation	0.1%	$44.38M	164.20K	+14.6%	▲ Add	3+
223	MINT PIMCO Enhanced Short…	0.1%	$44.36M	440.00K	+47.6%	▲ Add	3+
224	FMDE Fidelity Enhanced Mid Cap…	0.1%	$43.95M	1.08M	+28.1%	▲ Add	3+
225	DFUS Dimensional U.S. Equity ETF	0.1%	$43.94M	536.21K	+23.0%	▲ Add	3+
226	FENI Fidelity Enhanced…	0.1%	$43.90M	1.09M	+69.0%	▲ Add	3+
227	T AT&T Inc.	0.1%	$43.85M	2.12M	+17.9%	▲ Add	3+
228	CGMM Capital Group U.S. Small…	0.1%	$43.72M	1.33M	+40.1%	▲ Add	3+
229	BNY Bank of New York Mellon Corp	0.1%	$43.67M	301.98K	+31.3%	▲ Add	3+
230	DIS The Walt Disney Company	0.1%	$43.66M	453.57K	+12.1%	▲ Add	3+
231	ORCL Oracle Corporation	0.1%	$43.32M	295.58K	+27.8%	▲ Add	3+
232	EMXC iShares MSCI Emerging…	0.1%	$43.03M	420.61K	+171.2%	▲ Add	3+
233	BSCR Invesco BulletShares 2027…	0.1%	$42.93M	2.19M	+21.0%	▲ Add	3+
234	VUSB Vanguard Ultra-Short Bond…	0.1%	$42.67M	857.26K	+78.2%	▲ Add	3+
235	APUE ActivePassive U.S. Equity…	0.1%	$42.59M	921.86K	+5.0%	▲ Add	3+
236	USMV iShares MSCI USA Min Vol…	0.1%	$42.49M	440.53K	+20.4%	▲ Add	3+
237	IDMO Invesco S&P International…	0.1%	$42.46M	704.19K	+37.2%	▲ Add	3+
238	APH Amphenol Corporation	0.1%	$42.35M	240.21K	+43.5%	▲ Add	3+
239	QLC FlexShares US Quality Large…	0.1%	$42.00M	467.37K	+33.8%	▲ Add	3+
240	CRM Salesforce, Inc.	0.1%	$41.94M	267.71K	+15.3%	▲ Add	3+
241	MO Altria Group, Inc.	0.1%	$41.89M	582.17K	+25.1%	▲ Add	3+
242	PAYX Paychex, Inc.	0.1%	$41.68M	423.83K	+21.8%	▲ Add	3+
243	TBIL F/m US Treasury 3 Month…	0.1%	$41.49M	832.05K	+34.5%	▲ Add	3+
244	SCHV Schwab U.S. Large-Cap Value…	0.1%	$41.29M	1.19M	+28.8%	▲ Add	3+
245	IWB iShares Russell 1000 ETF	0.1%	$41.26M	100.75K	-40.7%	▼ Trim	3+
246	SO The Southern Company	0.1%	$41.12M	429.66K	+2.0%	▲ Add	3+
247	IYZ ISHARES TR	0.1%	$40.74M	962.93K	+4133.1%	▲ Add	3+
248	SHV iShares Trust iShares 0-1…	0.1%	$40.62M	368.10K	+18.9%	▲ Add	3+
249	VONV Vanguard Russell 1000 Value…	0.1%	$40.50M	380.97K	+7.8%	▲ Add	3+
250	VCSH Vanguard Short-Term…	0.1%	$40.23M	509.09K	+19.4%	▲ Add	3+
251	MRVL Marvell Technology, Inc.	0.1%	$40.17M	134.85K	+26.6%	▲ Add	3+
252	SCHR Schwab Intermediate-Term…	0.1%	$40.10M	1.63M	+331.0%	▲ Add	3+
253	NVS Novartis AG	0.1%	$40.08M	255.77K	+11.4%	▲ Add	3+
254	IWR iShares Russell Mid-Cap ETF	0.1%	$39.67M	359.57K	+18.5%	▲ Add	3+
255	CRWD CrowdStrike Holdings, Inc.	0.1%	$39.66M	51.97K	+19.1%	▲ Add	3+
256	VONG Vanguard Russell 1000…	0.1%	$39.48M	308.93K	+12.3%	▲ Add	3+
257	COF Capital One Financial…	0.1%	$39.37M	196.26K	+10.7%	▲ Add	3+
258	TJX The TJX Companies, Inc.	0.1%	$38.81M	256.17K	+17.9%	▲ Add	3+
259	ADI Analog Devices, Inc.	0.1%	$38.81M	97.71K	+17.6%	▲ Add	3+
260	JAAA Janus Henderson AAA CLO ETF	0.1%	$38.50M	762.45K	+20.1%	▲ Add	3+
261	SBUX Starbucks Corporation	0.1%	$38.42M	375.99K	-12.1%	▼ Trim	3+
262	WEC WEC Energy Group, Inc.	0.1%	$38.39M	328.74K	+25.4%	▲ Add	3+
263	AVUV Avantis U.S. Small Cap…	0.1%	$38.27M	306.72K	+53.2%	▲ Add	3+
264	PNC The PNC Financial Services…	0.1%	$38.15M	154.96K	+25.6%	▲ Add	3+
265	CME CME Group Inc.	0.1%	$38.04M	172.26K	+15.6%	▲ Add	3+
266	DFAI Dimensional - International…	0.1%	$37.94M	919.81K	+11.6%	▲ Add	3+
267	MDT Medtronic plc	0.1%	$37.74M	482.38K	+36.8%	▲ Add	3+
268	HELO JPMorgan Hedged Equity…	0.1%	$37.50M	554.89K	+20.6%	▲ Add	3+
269	VRT Vertiv Holdings Co	0.1%	$37.41M	111.74K	+59.5%	▲ Add	3+
270	GARP ISHARES TR	0.1%	$36.83M	446.13K	+30.6%	▲ Add	3+
271	JMUB JPMorgan Municipal ETF	0.1%	$36.68M	724.12K	+28.4%	▲ Add	3+
272	XLP State Street Consumer…	0.1%	$36.55M	440.05K	+28.7%	▲ Add	3+
273	CGHM Capital Group Municipal…	0.1%	$35.95M	1.39M	+18.5%	▲ Add	3+
274	GD General Dynamics Corporation	0.1%	$35.95M	101.47K	+35.1%	▲ Add	3+
275	CGNG Capital Group New Geography…	0.1%	$35.85M	956.91K	+63.7%	▲ Add	3+
276	EEM iShares MSCI Emerging…	0.1%	$35.61M	520.56K	+12.9%	▲ Add	3+
277	COP ConocoPhillips	0.1%	$35.17M	338.26K	+21.2%	▲ Add	3+
278	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$35.09M	461.05K	-53.7%	▼ Trim	3+
279	NOW ServiceNow, Inc.	0.1%	$35.09M	353.42K	+9.7%	▲ Add	3+
280	VHT Vanguard Health Care ETF	0.1%	$35.03M	117.15K	+10.1%	▲ Add	3+
281	PEP PepsiCo, Inc.	0.1%	$34.97M	258.27K	+18.1%	▲ Add	3+
282	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$34.90M	259.07K	+21.8%	▲ Add	3+
283	BOXX EA SERIES TRUST	0.1%	$34.77M	296.91K	+59.8%	▲ Add	3+
284	GLW Corning Inc	0.1%	$34.63M	135.59K	+11.8%	▲ Add	3+
285	ICVT iShares Convertible Bond ETF	0.1%	$34.36M	282.24K	+24.1%	▲ Add	3+
286	CGIC Capital Group International…	0.1%	$34.23M	940.60K	+66.3%	▲ Add	3+
287	PPA Invesco Aerospace & Defense…	0.1%	$34.10M	193.03K	+50.1%	▲ Add	3+
288	VYMI Vanguard International High…	0.1%	$33.92M	345.38K	+46.9%	▲ Add	3+
289	NLR VanEck Uranium and Nuclear…	0.1%	$33.82M	291.64K	+29.7%	▲ Add	3+
290	ILCG iShares Morningstar Growth…	0.1%	$33.74M	288.31K	+19.1%	▲ Add	3+
291	WT WisdomTree, Inc.	0.3%	$33.58M	351.17K	+23.0%	▲ Add	3+
292	PFE Pfizer Inc.	0.1%	$33.57M	1.39M	+26.4%	▲ Add	3+
293	XLV State Street Health Care…	0.1%	$33.49M	211.06K	-42.0%	▼ Trim	3+
294	PJAN INNOVATOR ETFS TRUST	0.1%	$33.25M	671.77K	+14.8%	▲ Add	3+
295	SPMD State Street SPDR Portfolio…	0.1%	$33.18M	491.13K	+6.3%	▲ Add	3+
296	DE Deere & Company	0.1%	$33.11M	52.19K	+3.0%	▲ Add	3+
297	EWJ iShares MSCI Japan ETF	0.1%	$32.63M	349.81K	+12.9%	▲ Add	3+
298	AZN AstraZeneca PLC	0.1%	$32.47M	171.25K	+22.2%	▲ Add	3+
299	PSX Phillips 66	0.1%	$32.16M	190.23K	+19.9%	▲ Add	3+
300	IUSV iShares Core S&P U.S. Value…	0.1%	$31.67M	287.52K	+15.1%	▲ Add	3+
301	IUSG iShares Core S&P U.S.…	0.1%	$31.29M	166.33K	+21.7%	▲ Add	3+
302	COWG Pacer US Large Cap Cash…	0.1%	$31.23M	778.02K	-27.5%	▼ Trim	3+
303	WT WisdomTree, Inc.	0.3%	$30.89M	668.97K	+23.0%	▲ Add	3+
304	CIBR First Trust Nasdaq…	0.1%	$30.52M	339.71K	+20.0%	▲ Add	3+
305	VXF Vanguard Extended Market ETF	0.1%	$30.51M	123.92K	+14.5%	▲ Add	3+
306	ESGU iShares ESG Aware MSCI USA…	0.1%	$30.08M	183.78K	+13.9%	▲ Add	3+
307	PFXF VANECK ETF TRUST	0.1%	$29.98M	1.68M	+46.3%	▲ Add	3+
308	TLT iShares 20+ Year Treasury…	0.1%	$29.65M	343.06K	+31.9%	▲ Add	3+
309	AIQ Global X - Artificial…	0.1%	$29.30M	446.63K	+26.9%	▲ Add	3+
310	CDNS Cadence Design Systems, Inc.	0.1%	$29.25M	77.94K	+21.3%	▲ Add	3+
311	HSY The Hershey Company	0.1%	$29.24M	166.66K	+34.8%	▲ Add	3+
312	RWL Invesco S&P 500 Revenue ETF	0.1%	$29.19M	228.46K	+23.7%	▲ Add	3+
313	IGEB ISHARES TR	0.1%	$29.10M	645.10K	+15.8%	▲ Add	3+
314	BSCS Invesco BulletShares 2028…	0.1%	$28.96M	1.42M	+26.2%	▲ Add	3+
315	IQV IQVIA Holdings Inc.	0.1%	$28.79M	149.00K	+10.8%	▲ Add	3+
316	XLY State Street Consumer…	0.1%	$28.47M	242.77K	-35.1%	▼ Trim	3+
317	IOO iShares Global 100 ETF	0.1%	$28.39M	207.85K	+13.3%	▲ Add	3+
318	VCLT Vanguard Long-Term…	0.1%	$28.24M	375.31K	+36.1%	▲ Add	3+
319	AVLV Avantis U.S. Large Cap…	0.1%	$28.23M	309.51K	+49.9%	▲ Add	3+
320	DFIV Dimensional - International…	0.1%	$27.75M	513.67K	+25.8%	▲ Add	3+
321	APP AppLovin Corporation	0.1%	$27.64M	53.65K	-0.9%	▼ Trim	3+
322	CMI Cummins Inc.	0.1%	$27.62M	38.72K	+5.6%	▲ Add	3+
323	IWO iShares Russell 2000 Growth…	0.1%	$27.43M	69.63K	+8.1%	▲ Add	3+
324	QQQI NEOS ETF TRUST	0.1%	$27.26M	480.02K	+114.0%	▲ Add	3+
325	GRNY TIDAL TRUST I	0.1%	$27.21M	984.23K	+19.3%	▲ Add	3+
326	ELV Elevance Health Inc.	0.1%	$27.19M	70.30K	+10.8%	▲ Add	3+
327	IBIT iShares Bitcoin Trust ETF	0.1%	$26.57M	798.10K	+26.5%	▲ Add	3+
328	DBEF Xtrackers MSCI EAFE Hedged…	0.1%	$26.48M	484.68K	+34.4%	▲ Add	3+
329	GILD Gilead Sciences, Inc.	0.1%	$26.42M	209.12K	+21.2%	▲ Add	3+
330	QLTY GMO ETF TRUST	0.1%	$26.33M	632.61K	-15.2%	▼ Trim	3+
331	STIP iShares 0-5 Year TIPS Bond…	0.1%	$26.31M	257.51K	+76.2%	▲ Add	3+
332	VONE Vanguard Russell 1000 ETF	0.1%	$25.95M	76.62K	+72.4%	▲ Add	3+
333	HWM Howmet Aerospace Inc.	0.1%	$25.90M	96.33K	+28.4%	▲ Add	3+
334	VTC VANGUARD SCOTTSDALE FDS	0.1%	$25.87M	336.81K	+13.0%	▲ Add	3+
335	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$25.85M	251.43K	-1.6%	▼ Trim	3+
336	RECS Columbia Research Enhanced…	0.1%	$25.76M	595.28K	+24.6%	▲ Add	3+
337	WM Waste Management, Inc.	0.1%	$25.68M	115.21K	+26.4%	▲ Add	3+
338	JGRO JPMorgan Active Growth ETF	0.1%	$25.53M	258.95K	-1.6%	▼ Trim	3+
339	VMBS Vanguard Mortgage-Backed…	0.1%	$25.49M	544.57K	+17.6%	▲ Add	3+
340	QDPL PACER FDS TR	0.1%	$25.34M	562.15K	+39.4%	▲ Add	3+
341	ISRG Intuitive Surgical, Inc.	0.1%	$25.23M	63.45K	+29.5%	▲ Add	3+
342	HEFA iShares Currency Hedged…	0.1%	$25.23M	537.60K	-52.7%	▼ Trim	3+
343	ETR Entergy Corporation	0.1%	$25.17M	219.16K	+23.0%	▲ Add	3+
344	JNK State Street SPDR Bloomberg…	0.1%	$25.13M	260.79K	+15.5%	▲ Add	3+
345	PWR Quanta Services, Inc.	0.1%	$25.03M	34.76K	+12.3%	▲ Add	3+
346	TMO Thermo Fisher Scientific…	0.1%	$24.96M	49.78K	+23.3%	▲ Add	3+
347	AEP American Electric Power…	0.1%	$24.92M	182.16K	+27.4%	▲ Add	3+
348	SYK Stryker Corporation	0.1%	$24.85M	78.92K	+19.5%	▲ Add	3+
349	LIN Linde plc	0.1%	$24.82M	47.83K	+11.0%	▲ Add	3+
350	CLOA BLACKROCK ETF TRUST II	0.1%	$24.66M	475.11K	+7.8%	▲ Add	3+
351	BUFQ FIRST TR EXCHNG TRADED FD VI	0.1%	$24.63M	627.08K	+43.8%	▲ Add	3+
352	SNOW Snowflake Inc.	0.1%	$24.58M	96.57K	+15.9%	▲ Add	3+
353	VPU Vanguard Utilities ETF	0.1%	$24.34M	124.34K	+26.5%	▲ Add	3+
354	BILS State Street SPDR Bloomberg…	0.1%	$24.30M	244.53K	-5.6%	▼ Trim	3+
355	APD Air Products and Chemicals…	0.0%	$24.21M	82.57K	+23.5%	▲ Add	3+
356	VGSH Vanguard Short-Term…	0.0%	$24.20M	415.82K	+26.1%	▲ Add	3+
357	FVD First Trust Value Line…	0.0%	$24.05M	499.07K	+11.5%	▲ Add	3+
358	XLC State Street Communication…	0.0%	$24.02M	224.17K	-36.9%	▼ Trim	3+
359	SHOP Shopify Inc.	0.0%	$23.94M	209.65K	-5.2%	▼ Trim	3+
360	BUFD FT Vest Laddered Deep…	0.0%	$23.82M	801.49K	+15.4%	▲ Add	3+
361	ED Consolidated Edison, Inc.	0.0%	$23.77M	214.84K	+21.8%	▲ Add	3+
362	DIA State Street SPDR Dow Jones…	0.0%	$23.70M	45.38K	+0.1%	▲ Add	3+
363	VOOG Vanguard S&P 500 Growth ETF	0.0%	$23.49M	284.26K	+23.2% ✂	▲ Add	3+
364	ICSH iShares Ultra Short…	0.0%	$23.45M	463.52K	+21.8%	▲ Add	3+
365	MDY State Street SPDR S&P…	0.0%	$23.40M	33.27K	+62.8%	▲ Add	3+
366	AVDE Avantis International…	0.0%	$23.30M	261.26K	+26.8%	▲ Add	3+
367	VCIT Vanguard Intermediate-Term…	0.0%	$23.29M	281.85K	+17.2%	▲ Add	3+
368	AJG Arthur J. Gallagher & Co.	0.0%	$23.29M	101.45K	+24.7%	▲ Add	3+
369	URI United Rentals, Inc.	0.0%	$23.21M	20.49K	+6.6%	▲ Add	3+
370	UCON First Trust Smith…	0.0%	$23.21M	932.94K	+21.6%	▲ Add	3+
371	XAR State Street SPDR S&P…	0.0%	$22.92M	80.75K	+11.9%	▲ Add	3+
372	KMI Kinder Morgan, Inc.	0.0%	$22.79M	712.95K	+27.5%	▲ Add	3+
373	CAH Cardinal Health, Inc.	0.0%	$22.78M	95.90K	+36.5%	▲ Add	3+
374	IWP iShares Russell Mid-Cap…	0.0%	$22.71M	155.14K	+14.7%	▲ Add	3+
375	VIS Vanguard Industrials ETF	0.0%	$22.31M	61.90K	+6.4%	▲ Add	3+
376	FTCS First Trust Capital…	0.0%	$22.20M	236.39K	+10.2%	▲ Add	3+
377	BLV Vanguard Long-Term Bond ETF	0.0%	$21.93M	318.20K	+28.6%	▲ Add	3+
378	VIGI Vanguard International…	0.0%	$21.89M	234.43K	+17.2%	▲ Add	3+
379	CMCSA Comcast Corporation	0.0%	$21.87M	890.88K	+23.0%	▲ Add	3+
380	ICE Intercontinental Exchange…	0.0%	$21.80M	177.09K	+62.1%	▲ Add	3+
381	SPGI S&P Global Inc.	0.0%	$21.77M	53.46K	+84.4%	▲ Add	3+
382	BA The Boeing Company	0.0%	$21.77M	100.56K	+11.5%	▲ Add	3+
383	SPAB State Street SPDR Portfolio…	0.0%	$21.76M	852.56K	+8.9%	▲ Add	3+
384	DDOG Datadog, Inc.	0.0%	$21.69M	83.31K	+10.1%	▲ Add	3+
385	MNST Monster Beverage Corporation	0.0%	$21.69M	225.65K	+15.5%	▲ Add	3+
386	SPSM State Street SPDR Portfolio…	0.0%	$21.59M	374.43K	+28.9%	▲ Add	3+
387	DAL Delta Air Lines, Inc.	0.0%	$21.56M	230.20K	+12.4%	▲ Add	3+
388	FICO Fair Isaac Corporation	0.0%	$21.45M	17.95K	+0.6%	▲ Add	3+
389	LVHI Franklin International Low…	0.0%	$21.45M	528.44K	+50.0%	▲ Add	3+
390	MOAT VanEck Morningstar Wide…	0.0%	$21.23M	204.17K	+5.1%	▲ Add	3+
391	FNDX Schwab Fundamental U.S.…	0.0%	$21.16M	680.29K	+25.0%	▲ Add	3+
392	QLTA iShares Aaa - A Rated…	0.0%	$21.12M	444.52K	-3.4%	▼ Trim	3+
393	BOND PIMCO Active Bond…	0.0%	$21.12M	229.01K	+29.9%	▲ Add	3+
394	FLOT iShares Floating Rate Bond…	0.0%	$21.11M	413.48K	+21.9%	▲ Add	3+
395	BDX Becton, Dickinson and…	0.0%	$20.95M	138.45K	+44.8%	▲ Add	3+
396	IGIB iShares 5-10 Year…	0.0%	$20.87M	392.52K	+19.2%	▲ Add	3+
397	IBTK ISHARES TR	0.0%	$20.68M	1.06M	+49.5%	▲ Add	3+
398	VTIP Vanguard Short-Term…	0.0%	$20.60M	410.14K	+22.8%	▲ Add	3+
399	FCX Freeport-McMoRan Inc.	0.0%	$20.50M	325.94K	+9.1%	▲ Add	3+
400	PTLC Pacer Trendpilot US Large…	0.0%	$20.43M	350.65K	+17.2%	▲ Add	3+
401	SHYG iShares 0-5 Year High Yield…	0.0%	$20.39M	480.84K	+31.8%	▲ Add	3+
402	FRDM EA SERIES TRUST	0.0%	$20.18M	276.84K	+52.8%	▲ Add	3+
403	CALF Pacer US Small Cap Cash…	0.0%	$20.17M	398.57K	+13.9%	▲ Add	3+
404	NET Cloudflare, Inc.	0.0%	$20.14M	82.12K	+6.1%	▲ Add	3+
405	BKDV BNY Mellon Dynamic Value ETF	0.0%	$20.02M	597.72K	+2175.6%	▲ Add	3+
406	UL Unilever PLC	0.0%	$19.95M	331.76K	+13.9%	▲ Add	3+
407	CSX CSX Corporation	0.0%	$19.90M	418.77K	+25.5%	▲ Add	3+
408	SCHX Schwab U.S. Large-Cap ETF	0.0%	$19.89M	675.88K	+45.7%	▲ Add	3+
409	AVDV Avantis International Small…	0.0%	$19.89M	192.98K	+39.5%	▲ Add	3+
410	NEM Newmont Corporation	0.0%	$19.73M	211.25K	+27.8%	▲ Add	3+
411	NOC Northrop Grumman Corporation	0.0%	$19.58M	38.45K	+35.4%	▲ Add	3+
412	IGM iShares Expanded Tech…	0.0%	$19.58M	119.68K	-2.6%	▼ Trim	3+
413	WELL Welltower Inc.	0.0%	$19.56M	86.19K	+21.7%	▲ Add	3+
414	HOOD Robinhood Markets, Inc.	0.0%	$19.56M	195.03K	+24.7%	▲ Add	3+
415	MMM 3M Company	0.0%	$19.52M	120.58K	+15.1%	▲ Add	3+
416	ENB Enbridge Inc.	0.0%	$19.49M	359.47K	+24.7%	▲ Add	3+
417	QTUM Defiance Quantum ETF	0.0%	$19.34M	116.97K	+131.3%	▲ Add	3+
418	FNDF Schwab Fundamental…	0.0%	$19.33M	366.46K	+23.9%	▲ Add	3+
419	VRTX Vertex Pharmaceuticals…	0.0%	$19.33M	38.91K	+16.4%	▲ Add	3+
420	BSCT Invesco BulletShares 2029…	0.0%	$19.33M	1.04M	+24.8%	▲ Add	3+
421	MGV Vanguard Morningstar Mega…	0.0%	$19.05M	116.56K	+23.8%	▲ Add	3+
422	VTHR Vanguard Russell 3000 ETF	0.0%	$19.04M	57.44K	+48.2%	▲ Add	3+
423	SPG Simon Property Group, Inc.	0.0%	$19.03M	85.09K	-1.7%	▼ Trim	3+
424	IVLU iShares MSCI Intl Value…	0.0%	$19.03M	455.07K	+17.8%	▲ Add	3+
425	VTWO Vanguard Russell 2000 ETF	0.0%	$18.83M	155.11K	+18.1%	▲ Add	3+
426	EEMS ISHARES INC	0.0%	$18.75M	247.10K	+12.7%	▲ Add	3+
427	RCL Royal Caribbean Cruises Ltd.	0.0%	$18.73M	58.99K	+18.4%	▲ Add	3+
428	GVAL CAMBRIA ETF TR	0.0%	$18.66M	518.08K	+44.2%	▲ Add	3+
429	LCTU BLACKROCK ETF TRUST	0.0%	$18.65M	232.62K	+14.1%	▲ Add	3+
430	PFF iShares Preferred and…	0.0%	$18.64M	611.25K	+23.0%	▲ Add	3+
431	LHX L3Harris Technologies, Inc.	0.0%	$18.41M	63.36K	+32.8%	▲ Add	3+
432	APIE TRUST FOR PROFESSIONAL MANAG	0.0%	$18.41M	474.95K	+8.0%	▲ Add	3+
433	ARTY iShares Future AI & Tech ETF	0.0%	$18.36M	241.13K	+185.7%	▲ Add	3+
434	NBIS Nebius Group N.V.	0.0%	$18.29M	66.23K	+9.7%	▲ Add	3+
435	BTI British American Tobacco…	0.0%	$18.12M	293.45K	+17.6%	▲ Add	3+
436	OUNZ VanEck Merk Gold ETF	0.0%	$18.09M	468.65K	+31.7%	▲ Add	3+
437	WT WisdomTree, Inc.	0.3%	$18.08M	359.10K	+23.0%	▲ Add	3+
438	SMLF iShares U.S. Small-Cap…	0.0%	$18.01M	202.08K	+36.9%	▲ Add	3+
439	GLDM SPDR Gold MiniShares Trust	0.0%	$17.98M	226.43K	+14.8%	▲ Add	3+
440	JTEK JPMorgan U.S. Tech Leaders…	0.0%	$17.84M	159.89K	+22.0%	▲ Add	3+
441	OBIL RBB FD INC	0.0%	$17.83M	356.85K	+18.9%	▲ Add	3+
442	PRU Prudential Financial, Inc.	0.0%	$17.81M	164.99K	+16.6%	▲ Add	3+
443	FIBR ISHARES TR	0.0%	$17.80M	200.63K	+35.7%	▲ Add	3+
444	SGOL abrdn Physical Gold Shares…	0.0%	$17.70M	463.01K	+24.6%	▲ Add	3+
445	MCK McKesson Corporation	0.0%	$17.62M	23.32K	+0.4%	▲ Add	3+
446	PSFF PACER FDS TR	0.0%	$17.53M	510.79K	+26.3%	▲ Add	3+
447	TIP iShares TIPS Bond ETF	0.0%	$17.52M	160.15K	+18.0%	▲ Add	3+
448	GTO Invesco Total Return Bond…	0.0%	$17.50M	373.36K	+30.6%	▲ Add	3+
449	MDYV State Street SPDR S&P 400…	0.0%	$17.43M	183.77K	+5.5%	▲ Add	3+
450	EME EMCOR Group, Inc.	0.0%	$17.19M	20.72K	+12.2%	▲ Add	3+
451	UDIV FRANKLIN TEMPLETON ETF TR	0.0%	$17.19M	285.98K	Mới	New	1
452	VGK Vanguard FTSE Europe ETF	0.0%	$17.19M	194.09K	+14.3%	▲ Add	3+
453	EMR Emerson Electric Co.	0.0%	$17.18M	120.02K	+29.1%	▲ Add	3+
454	VNQ Vanguard Real Estate ETF	0.0%	$17.11M	177.42K	+18.4%	▲ Add	3+
455	JQUA JPMorgan U.S. Quality…	0.0%	$17.08M	236.36K	-1.4%	▼ Trim	3+
456	LOW Lowe's Companies, Inc.	0.0%	$17.08M	77.45K	+16.6%	▲ Add	3+
457	VST Vistra Corp.	0.0%	$16.88M	106.40K	+54.6%	▲ Add	3+
458	SHLD Global X - Defense Tech ETF	0.0%	$16.81M	281.54K	-10.4%	▼ Trim	3+
459	ABNB Airbnb, Inc.	0.0%	$16.78M	117.23K	+4.5%	▲ Add	3+
460	MISL FIRST TR EXCHANGE-TRADED FD	0.0%	$16.77M	366.44K	-14.7%	▼ Trim	3+
461	XMHQ Invesco S&P MidCap Quality…	0.0%	$16.56M	146.71K	+19.2%	▲ Add	3+
462	PFFA ETFIS SER TR I	0.0%	$16.48M	801.14K	+14.4%	▲ Add	3+
463	SUB iShares Short-Term National…	0.0%	$16.40M	154.02K	+37.7%	▲ Add	3+
464	DFAE Dimensional - Emerging Core…	0.0%	$16.36M	406.85K	+37.5%	▲ Add	3+
465	SHW The Sherwin-Williams Company	0.0%	$16.31M	47.36K	+27.8%	▲ Add	3+
466	RKLB Rocket Lab USA, Inc.	0.0%	$16.29M	160.27K	+33.1%	▲ Add	3+
467	IBB iShares Biotechnology ETF	0.0%	$16.28M	85.62K	-13.5%	▼ Trim	3+
468	ADBE Adobe Inc.	0.0%	$16.18M	78.92K	+9.3%	▲ Add	3+
469	MAS Masco Corporation	0.0%	$16.17M	198.76K	+11.3%	▲ Add	3+
470	BIDD BLACKROCK ETF TRUST	0.0%	$16.07M	535.43K	+14.7%	▲ Add	3+
471	CGIE Capital Group International…	0.0%	$16.01M	435.31K	+25.8%	▲ Add	3+
472	IFRA iShares U.S. Infrastructure…	0.0%	$16.01M	253.93K	+14.2%	▲ Add	3+
473	MRX Marex Group Limited	0.0%	$16.00M	262.55K	Mới	New	1
474	IEI iShares 3-7 Year Treasury…	0.0%	$15.95M	135.76K	+22.9%	▲ Add	3+
475	CVS CVS Health Corp.	0.0%	$15.92M	153.92K	+19.3%	▲ Add	3+
476	LNG Cheniere Energy, Inc.	0.0%	$15.90M	66.52K	+2.7%	▲ Add	3+
477	FIDELITY GREENWOOD STREET TR (chưa ánh xạ)	—	$15.89M	482.67K	—		—
478	CGSD Capital Group Short…	0.0%	$15.86M	616.59K	+33.7%	▲ Add	3+
479	SPIB State Street SPDR Portfolio…	0.0%	$15.85M	473.61K	+31.1%	▲ Add	3+
480	MTZ MasTec, Inc.	0.0%	$15.83M	38.05K	+16.7%	▲ Add	3+
481	EMLC VanEck J.P. Morgan EM Local…	0.0%	$15.73M	615.42K	+21.9%	▲ Add	3+
482	OEF iShares S&P 100 ETF	0.0%	$15.69M	42.88K	-9.0%	▼ Trim	3+
483	BLACKROCK ETF TRUST II (chưa ánh xạ)	—	$15.63M	313.82K	—		—
484	ADP Automatic Data Processing…	0.0%	$15.54M	69.39K	+46.4%	▲ Add	3+
485	TFC Truist Financial Corporation	0.0%	$15.50M	311.08K	+12.5%	▲ Add	3+
486	SCHA Schwab U.S. Small-Cap ETF	0.0%	$15.47M	428.31K	+12.9%	▲ Add	3+
487	DVY iShares Select Dividend ETF	0.0%	$15.46M	98.91K	+11.0%	▲ Add	3+
488	CLS Celestica Inc.	0.0%	$15.31M	41.97K	+64.0%	▲ Add	3+
489	INTU Intuit Inc.	0.0%	$15.31M	58.65K	-2.8%	▼ Trim	3+
490	FLTR VanEck IG Floating Rate ETF	0.0%	$15.24M	595.18K	+25.1%	▲ Add	3+
491	CB Chubb Limited	0.0%	$15.24M	44.73K	-7.8%	▼ Trim	3+
492	PSI INVESCO EXCHANGE TRADED FD T	0.0%	$15.22M	81.06K	+16.2%	▲ Add	3+
493	XSMO Invesco S&P SmallCap…	0.0%	$15.17M	162.03K	+53.7%	▲ Add	3+
494	IJT iShares S&P Small-Cap 600…	0.0%	$15.09M	84.51K	+25.4%	▲ Add	3+
495	BMY Bristol-Myers Squibb Company	0.0%	$15.08M	261.75K	+21.3%	▲ Add	3+
496	IJJ iShares S&P Mid-Cap 400…	0.0%	$14.98M	101.40K	+20.3%	▲ Add	3+
497	TTE TotalEnergies SE	0.0%	$14.97M	192.53K	+13.4%	▲ Add	3+
498	ARKG ARK Genomic Revolution ETF	0.0%	$14.96M	355.71K	+148.0%	▲ Add	3+
499	CARR Carrier Global Corporation	0.0%	$14.94M	203.74K	+9.2%	▲ Add	3+
500	FLDR FIDELITY MERRIMACK STR TR	0.0%	$14.89M	297.21K	+15.9%	▲ 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
IALT iShares Systematic…	3.58M	—	Mới	$100.51M	0.2%
BFLX	3.63M	—	Mới	$92.88M	0.2%
GGOV iShares Global…	1.48M	—	Mới	$74.42M	0.2%
UDIV	285.98K	—	Mới	$17.19M	0.0%
MRX Marex Group Limited	262.55K	—	Mới	$16.00M	0.0%
SPCX Space Exploration…	73.73K	—	Mới	$12.60M	0.0%
TDI	268.80K	—	Mới	$12.08M	0.0%
HONA Honeywell Aerospace Inc	40.46K	—	Mới	$8.94M	0.0%
TBUX	179.52K	—	Mới	$8.93M	0.0%
JUSA	123.39K	—	Mới	$8.29M	0.0%
CTAP	274.87K	—	Mới	$7.26M	0.0%
SCHJ	272.85K	—	Mới	$6.73M	0.0%
XOVR	168.53K	—	Mới	$3.55M	0.0%
CEMB	54.63K	—	Mới	$2.49M	0.0%
MXL MaxLinear, Inc.	19.15K	—	Mới	$2.45M	0.0%
NASA	80.41K	—	Mới	$2.44M	0.0%
GHYB	51.29K	—	Mới	$2.30M	0.0%
IBMQ	82.61K	—	Mới	$2.11M	0.0%
AMKR Amkor Technology, Inc.	23.35K	—	Mới	$2.01M	0.0%
VICR Vicor Corporation	5.29K	—	Mới	$2.01M	0.0%
DRAM Roundhill Memory ETF	26.27K	—	Mới	$1.94M	0.0%
IBMR	75.86K	—	Mới	$1.93M	0.0%
POWR	66.81K	—	Mới	$1.87M	0.0%
TE T1 Energy Inc	196.84K	—	Mới	$1.87M	0.0%
ATEN A10 Networks, Inc.	43.18K	—	Mới	$1.61M	0.0%
RZV	10.52K	—	Mới	$1.57M	0.0%
PARR Par Pacific Holdings…	27.91K	—	Mới	$1.57M	0.0%
CLSE	42.90K	—	Mới	$1.46M	0.0%
CVLT Commvault Systems, Inc.	9.58K	—	Mới	$1.36M	0.0%
PINK	34.28K	—	Mới	$1.34M	0.0%
KMT Kennametal Inc.	35.89K	—	Mới	$1.26M	0.0%
WGMI	19.92K	—	Mới	$1.26M	0.0%
FDXF FedEx Freight Holding…	7.88K	—	Mới	$1.19M	0.0%
BW Babcock & Wilcox…	78.74K	—	Mới	$1.11M	0.0%
FRO Frontline Plc	31.77K	—	Mới	$1.11M	0.0%
ORA Ormat Technologies, Inc.	9.90K	—	Mới	$1.08M	0.0%
MRAM	43.42K	—	Mới	$1.05M	0.0%
OSW OneSpaWorld Holdings Ltd	35.16K	—	Mới	$992,808	0.0%
IAUX	667.44K	—	Mới	$961,115	0.0%
TRFM	15.12K	—	Mới	$955,446	0.0%
AGYS Agilysys, Inc.	9.06K	—	Mới	$946,770	0.0%
WHD Cactus, Inc.	18.11K	—	Mới	$927,851	0.0%
GBND	17.86K	—	Mới	$903,040	0.0%
CC The Chemours Company	43.78K	—	Mới	$898,292	0.0%
UAN CVR Partners, LP	7.83K	—	Mới	$872,658	0.0%
TGB Trekor Metals Limited	126.27K	—	Mới	$868,751	0.0%
PBR-A Petróleo Brasileiro…	55.70K	—	Mới	$815,448	0.0%
GRC The Gorman-Rupp Company	8.73K	—	Mới	$801,186	0.0%
HUM Humana Inc.	1.98K	—	Mới	$786,784	0.0%
BLNE	630.70K	—	Mới	$769,454	0.0%
ASC Ardmore Shipping…	52.53K	—	Mới	$735,938	0.0%
GOVI	26.17K	—	Mới	$710,614	0.0%
HNRG Hallador Energy Company	40.10K	—	Mới	$697,269	0.0%
LALT	28.27K	—	Mới	$679,222	0.0%
LONZ	13.64K	—	Mới	$672,655	0.0%
SEI Solaris Energy…	8.23K	—	Mới	$662,042	0.0%
ROCY	11.86K	—	Mới	$642,336	0.0%
AGCO AGCO Corporation	5.10K	—	Mới	$610,533	0.0%
KAPR	14.83K	—	Mới	$590,075	0.0%
UFO	11.64K	—	Mới	$589,632	0.0%
ROCQ	10.15K	—	Mới	$585,249	0.0%
VSXY Victoria's Secret &…	6.99K	—	Mới	$583,108	0.0%
ABVX Abivax S.A.	4.33K	—	Mới	$577,282	0.0%
DSGX The Descartes Systems…	8.21K	—	Mới	$568,460	0.0%
LB LandBridge Company LLC	7.08K	—	Mới	$560,948	0.0%
SCIO	26.61K	—	Mới	$549,949	0.0%
HEEM	12.25K	—	Mới	$547,751	0.0%
VEGI	12.34K	—	Mới	$544,463	0.0%
SETM	16.45K	—	Mới	$512,489	0.0%
HRL Hormel Foods Corporation	20.53K	—	Mới	$509,633	0.0%
PB Prosperity Bancshares…	6.96K	—	Mới	$508,474	0.0%
SMOT	12.78K	—	Mới	$496,677	0.0%
AERO	27.08K	—	Mới	$487,440	0.0%
SMTC Semtech Corporation	2.93K	—	Mới	$473,735	0.0%
RVMD Revolution Medicines…	2.52K	—	Mới	$472,882	0.0%
TEM Tempus AI, Inc.	8.14K	—	Mới	$471,550	0.0%
MAIR Madison Air Solutions…	12.08K	—	Mới	$471,023	0.0%
PAC Grupo Aeroportuario del…	1.85K	—	Mới	$467,579	0.0%
CART Maplebear Inc.	9.51K	—	Mới	$450,299	0.0%
XES	4.01K	—	Mới	$449,843	0.0%
IMVT Immunovant, Inc.	11.66K	—	Mới	$449,337	0.0%
BTSG BrightSpring Health…	6.39K	—	Mới	$445,708	0.0%
MYRG MYR Group Inc.	890	—	Mới	$445,356	0.0%
IMFL	12.82K	—	Mới	$440,287	0.0%
VCRM	5.76K	—	Mới	$440,153	0.0%
BMRN BioMarin Pharmaceutical…	7.66K	—	Mới	$438,334	0.0%
FPS Forgent Power…	7.62K	—	Mới	$425,877	0.0%
SLG SL Green Realty Corp.	8.10K	—	Mới	$419,138	0.0%
BBCQ	40.55K	—	Mới	$418,466	0.0%
FLSP	14.80K	—	Mới	$409,895	0.0%
CWH Camping World Holdings…	52.39K	—	Mới	$399,766	0.0%
VNO Vornado Realty Trust	10.10K	—	Mới	$396,888	0.0%
RSHO	6.28K	—	Mới	$394,789	0.0%
FXG	6.07K	—	Mới	$380,162	0.0%
COHU Cohu, Inc.	5.07K	—	Mới	$374,354	0.0%
BTG B2Gold Corp.	99.15K	—	Mới	$370,832	0.0%
BIPC Brookfield…	9.53K	—	Mới	$366,861	0.0%
PACS PACS Group, Inc.	8.59K	—	Mới	$366,363	0.0%
NSA National Storage…	8.21K	—	Mới	$365,001	0.0%
HCC Warrior Met Coal, Inc.	4.39K	—	Mới	$356,381	0.0%
HAPI	8.01K	—	Mới	$355,594	0.0%
SUNB Sunbelt Rentals…	4.71K	—	Mới	$352,430	0.0%
ROG Rogers Corporation	2.12K	—	Mới	$346,944	0.0%
NTCT NetScout Systems, Inc.	7.92K	—	Mới	$344,960	0.0%
MTX Minerals Technologies…	4.59K	—	Mới	$339,202	0.0%
COCO The Vita Coco Company…	5.04K	—	Mới	$333,610	0.0%
TUA	16.32K	—	Mới	$333,346	0.0%
FDTX	5.71K	—	Mới	$330,655	0.0%
HAWX	7.02K	—	Mới	$326,579	0.0%
TQQQ ProShares UltraPro QQQ	4.03K	—	Mới	$326,539	0.0%
ISMD	6.48K	—	Mới	$324,144	0.0%
PCVX Vaxcyte, Inc.	5.56K	—	Mới	$323,155	0.0%
GIGL	6.38K	—	Mới	$322,892	0.0%
QVMT	4.61K	—	Mới	$322,432	0.0%
INFQ Infleqtion Inc	24.04K	—	Mới	$320,199	0.0%
DJIA	14.42K	—	Mới	$319,215	0.0%
GERN Geron Corporation	247.91K	—	Mới	$317,320	0.0%
JPUS	2.26K	—	Mới	$316,519	0.0%
CORZ Core Scientific, Inc.	12.30K	—	Mới	$314,757	0.0%
QLD	3.21K	—	Mới	$310,600	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
IVV iShares Core S&P 500 ETF	2.83M	1.82M	+55.3%	$2.12B	4.3%
NVDA NVIDIA Corporation	4.53M	3.88M	+16.6%	$906.03M	1.8%	●●○○○○
AAPL Apple Inc.	3.08M	2.57M	+19.7%	$890.56M	1.8%
QQQ Invesco QQQ Trust…	906.55K	756.93K	+19.8%	$667.58M	1.4%
VEA Vanguard FTSE Developed…	9.15M	7.60M	+20.4%	$652.02M	1.3%
DYNF iShares U.S. Equity…	9.13M	7.24M	+26.2%	$621.01M	1.3%
MSFT Microsoft Corporation	1.64M	1.35M	+21.4%	$609.99M	1.2%
VOO Vanguard S&P 500 ETF	853.26K	679.38K	+25.6%	$586.03M	1.2%
AMZN Amazon.com, Inc.	2.42M	2.13M	+13.9%	$576.96M	1.2%
IVW iShares S&P 500 Growth…	3.98M	3.34M	+19.4%	$547.80M	1.1%
GOOGL Alphabet Inc.	1.52M	1.28M	+18.6%	$542.17M	1.1%
IUSB iShares Core Universal…	11.41M	7.27M	+57.0%	$526.38M	1.1%
SPY State Street SPDR S&P…	689.89K	613.23K	+12.5%	$515.19M	1.1%
IEFA iShares Core MSCI EAFE…	4.64M	4.02M	+15.3%	$447.68M	0.9%
VUG Vanguard Morningstar…	4.64M	663.01K	+16.7% ✂	$399.90M	0.8%
SCHG Schwab U.S. Large-Cap…	10.84M	9.07M	+19.5%	$366.87M	0.7%
BDYN iShares Dynamic Equity…	12.46M	10.38M	+20.1%	$345.72M	0.7%
BAI iShares A.I. Innovation…	6.16M	5.23M	+17.7%	$324.80M	0.7%	●●○○○○
FELG Fidelity Enhanced Large…	7.20M	6.12M	+17.6%	$314.79M	0.6%
META Meta Platforms, Inc.	555.37K	452.51K	+22.7%	$312.83M	0.6%
JPM JPMorgan Chase & Co.	950.86K	795.26K	+19.6%	$311.25M	0.6%
VTV Vanguard Morningstar…	1.42M	1.17M	+21.1%	$309.65M	0.6%
AVGO Broadcom Inc.	816.62K	659.93K	+23.7%	$308.48M	0.6%
MTUM iShares MSCI USA…	830.21K	626.01K	+32.6%	$284.62M	0.6%
GOOG Alphabet Inc.	765.88K	639.02K	+19.9%	$270.61M	0.6%
SPYM State Street SPDR…	3.07M	2.03M	+51.3%	$269.68M	0.6%
IJH iShares Core S&P…	3.44M	2.90M	+18.9%	$265.58M	0.5%
MUB iShares National Muni…	2.39M	1.95M	+22.8%	$257.41M	0.5%
DGRO iShares Core Dividend…	3.36M	3.12M	+7.7%	$254.94M	0.5%
CGDV Capital Group Dividend…	5.08M	4.27M	+18.9%	$250.27M	0.5%
BND Vanguard Total Bond…	3.38M	2.64M	+27.7%	$247.87M	0.5%
EFG iShares MSCI EAFE…	1.94M	1.54M	+25.9%	$241.52M	0.5%	●●○○○○
IWF iShares Russell 1000…	1.93M	459.57K	+5.2% ✂	$240.20M	0.5%
SCHD Schwab U.S. Dividend…	6.75M	5.37M	+25.7%	$214.04M	0.4%
TSM Taiwan Semiconductor…	447.17K	376.22K	+18.9%	$213.55M	0.4%
LLY Eli Lilly and Company	176.50K	151.25K	+16.7%	$211.70M	0.4%
AVEM Avantis Emerging…	2.18M	1.83M	+19.1%	$210.61M	0.4%
VWO Vanguard FTSE Emerging…	3.46M	2.91M	+18.6%	$206.28M	0.4%
IJR iShares Core S&P…	1.37M	1.21M	+13.1%	$202.61M	0.4%
QQQM Invesco NASDAQ 100 ETF	658.38K	390.84K	+68.5%	$199.47M	0.4%
CGGR Capital Group Growth ETF	4.18M	3.21M	+30.1%	$197.26M	0.4%
VTI Vanguard Morningstar…	529.08K	455.87K	+16.1%	$195.78M	0.4%
BDVL iShares Disciplined…	7.40M	5.90M	+25.4%	$192.34M	0.4%
JEPI JPMorgan Equity Premium…	3.32M	2.74M	+21.1%	$187.53M	0.4%
SMH VanEck Semiconductor ETF	282.67K	258.73K	+9.2%	$185.40M	0.4%
XLF State Street Financial…	3.45M	3.27M	+5.5%	$185.13M	0.4%
GOVT iShares U.S. Treasury…	8.00M	6.22M	+28.6%	$182.15M	0.4%	●●○○○○
SPHQ Invesco S&P 500 Quality…	1.97M	823.06K	+139.2%	$177.39M	0.4%
TSLA Tesla, Inc.	417.05K	353.88K	+17.9%	$175.41M	0.4%
BLCR iShares Large Cap Core…	3.45M	2.63M	+31.4%	$173.78M	0.4%	●●○○○○
BRK-B Berkshire Hathaway Inc.	344.10K	314.69K	+9.3%	$172.18M	0.4%	●●○○○○
MBB iShares MBS ETF	1.77M	1.41M	+25.3%	$167.25M	0.3%
SPDW State Street SPDR…	3.31M	2.15M	+53.6%	$166.74M	0.3%	●●○○○○
JIRE JPMorgan International…	2.00M	1.73M	+15.7%	$165.01M	0.3%
CGUS Capital Group Core…	3.66M	2.96M	+23.6%	$162.76M	0.3%
V Visa Inc.	474.39K	419.49K	+13.1%	$162.76M	0.3%
MU Micron Technology, Inc.	138.52K	116.45K	+18.9%	$159.89M	0.3%
ABBV AbbVie Inc.	632.28K	551.57K	+14.6%	$159.11M	0.3%
SPYG State Street SPDR…	1.33M	1.12M	+19.1%	$158.77M	0.3%	●●○○○○
AGG iShares Core U.S.…	1.56M	1.36M	+15.1%	$154.76M	0.3%
CGGO Capital Group Global…	3.51M	2.82M	+24.6%	$148.60M	0.3%
GLD SPDR Gold Shares	377.55K	344.77K	+9.5%	$139.08M	0.3%
AMD Advanced Micro Devices…	246.43K	232.90K	+5.8%	$143.15M	0.3%
CAT Caterpillar Inc.	134.13K	123.53K	+8.6%	$142.84M	0.3%
WMT Walmart Inc.	1.25M	1.01M	+24.0%	$141.72M	0.3%
CORO iShares International…	3.86M	59.70K	+6359.9%	$141.15M	0.3%	●●○○○○
IDEF iShares Defense…	4.44M	2.96M	+50.1%	$141.04M	0.3%	●●○○○○
AMAT Applied Materials, Inc.	194.57K	188.30K	+3.3%	$140.68M	0.3%
VB Vanguard Morningstar…	454.60K	375.34K	+21.1%	$137.80M	0.3%
VIG Vanguard Dividend…	581.67K	493.25K	+17.9%	$137.63M	0.3%
BUFR FT Vest Laddered Buffer…	3.77M	3.00M	+25.5%	$137.60M	0.3%
VBK Vanguard Morningstar…	373.11K	327.72K	+13.8%	$136.45M	0.3%
RDVY First Trust Rising…	1.68M	1.36M	+23.6%	$136.03M	0.3%
WT WisdomTree, Inc.	2.33M	1.90M	+23.0%	$133.68M	0.3%
COST Costco Wholesale…	140.55K	116.97K	+20.2%	$131.48M	0.3%
LQD iShares iBoxx $…	1.20M	995.76K	+20.4%	$130.82M	0.3%
XLI State Street Industrial…	689.78K	641.89K	+7.5%	$127.77M	0.3%
CSCO Cisco Systems, Inc.	1.08M	956.31K	+12.8%	$126.71M	0.3%
VO Vanguard Morningstar…	1.57M	335.50K	+17.1% ✂	$126.57M	0.3%
ASML ASML Holding N.V.	62.90K	42.78K	+47.0%	$125.14M	0.3%
SOXX iShares Semiconductor…	191.25K	168.22K	+13.7%	$122.54M	0.2%	●●○○○○
PM Philip Morris…	663.18K	534.69K	+24.0%	$119.98M	0.2%
IWY iShares Russell Top 200…	410.16K	394.28K	+4.0%	$119.20M	0.2%	●●○○○○
XONA.DE Exxon Mobil Corporation	832.67K	695.66K	+19.7%	$113.84M	0.2%
VGT Vanguard Information…	957.08K	80.40K	+48.8% ✂	$114.39M	0.2%
HD The Home Depot, Inc.	319.73K	270.08K	+18.4%	$112.76M	0.2%
FBND Fidelity Total Bond ETF	2.46M	2.16M	+13.9%	$111.86M	0.2%
NFLX Netflix, Inc.	1.45M	1.13M	+28.5%	$103.62M	0.2%	●●○○○○
MS Morgan Stanley	510.68K	436.38K	+17.0%	$106.75M	0.2%
SPMO Invesco S&P 500…	659.47K	482.82K	+36.6%	$106.53M	0.2%
JNJ Johnson & Johnson	408.51K	281.67K	+45.0%	$103.75M	0.2%
XLE State Street Energy…	1.95M	1.35M	+44.7%	$103.73M	0.2%	●●○○○○
IGSB iShares 1-5 Year…	1.94M	1.60M	+21.8%	$101.91M	0.2%
CVX Chevron Corporation	556.10K	492.08K	+13.0%	$92.18M	0.2%
JEPQ JPMorgan Nasdaq Equity…	1.65M	1.19M	+38.8%	$101.33M	0.2%
VV Vanguard Morningstar…	293.64K	257.44K	+14.1%	$100.98M	0.2%
IAU iShares Gold Trust	1.19M	1.13M	+4.8%	$89.57M	0.2%
SPHY State Street SPDR…	4.25M	3.22M	+31.9%	$99.62M	0.2%
BNDX Vanguard Total…	2.05M	1.67M	+22.8%	$99.40M	0.2%
VYM Vanguard High Dividend…	627.40K	522.53K	+20.1%	$99.15M	0.2%
RTX RTX Corporation	517.86K	450.28K	+15.0%	$98.25M	0.2%	●●○○○○
ITA iShares U.S. Aerospace…	403.81K	334.19K	+20.8%	$97.89M	0.2%
GS The Goldman Sachs…	94.58K	81.92K	+15.5%	$95.66M	0.2%
MTBA	1.94M	1.63M	+18.8%	$95.10M	0.2%
COWZ Pacer US Cash Cows 100…	1.51M	1.37M	+9.8%	$93.76M	0.2%
SCHF Schwab International…	3.34M	2.66M	+25.8%	$92.55M	0.2%
SPYV State Street SPDR…	1.49M	1.20M	+23.5%	$90.36M	0.2%	●●○○○○
MA Mastercard Incorporated	174.90K	154.95K	+12.9%	$89.83M	0.2%
PANW Palo Alto Networks, Inc.	259.72K	243.20K	+6.8%	$88.57M	0.2%
PG The Procter & Gamble…	577.36K	474.06K	+21.8%	$84.66M	0.2%	●●○○○○
ITOT iShares Core S&P Total…	500.03K	451.48K	+10.8%	$82.14M	0.2%
VXUS Vanguard Total…	952.25K	685.73K	+38.9%	$81.41M	0.2%
VEU Vanguard FTSE All-World…	966.39K	801.53K	+20.6%	$80.94M	0.2%
JBND JPMorgan Active Bond ETF	1.50M	1.25M	+19.7%	$80.40M	0.2%
EFA iShares MSCI EAFE ETF	771.23K	664.23K	+16.1%	$80.12M	0.2%
VZ Verizon Communications…	1.86M	1.41M	+31.5%	$78.68M	0.2%
XMMO Invesco S&P MidCap…	460.19K	346.06K	+33.0%	$78.30M	0.2%
FBCG Fidelity Blue Chip…	1.25M	1.02M	+22.6%	$77.85M	0.2%
LMUB iShares Long-Term…	1.52M	1.19M	+27.8%	$77.72M	0.2%	●●○○○○
AMGN Amgen Inc.	212.07K	184.94K	+14.7%	$76.80M	0.2%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
IEMG iShares Core MSCI…	5.99M	6.22M	-3.8%	$495.92M	1.0%	●●○○○○
IVE iShares S&P 500 Value…	1.70M	1.72M	-1.5%	$384.90M	0.8%	●●○○○○
EFV iShares MSCI EAFE Value…	2.62M	3.94M	-33.6%	$200.19M	0.4%	●●○○○○
QUAL iShares MSCI USA…	998.94K	1.42M	-29.5%	$219.20M	0.4%	●●○○○○
XLK State Street Technology…	1.06M	1.14M	-7.5%	$201.36M	0.4%	●●○○○○
THRO iShares U.S. Thematic…	3.71M	4.46M	-16.9%	$159.73M	0.3%	●●○○○○
BINC iShares Flexible Income…	2.34M	2.67M	-12.5%	$122.32M	0.2%	●●○○○○
RSP Invesco S&P 500 Equal…	613.96K	721.89K	-14.9%	$130.63M	0.3%
TLH iShares 10-20 Year…	1.19M	1.36M	-12.6%	$119.68M	0.2%	●●○○○○
IWD iShares Russell 1000…	304.24K	401.07K	-24.1%	$73.76M	0.2%	●●○○○○
IEUR iShares Core MSCI…	757.84K	1.08M	-30.1%	$56.97M	0.1%	●●○○○○
IAGG iShares Core…	145.27K	1.48M	-90.2%	$7.35M	0.0%
ACWX iShares MSCI ACWI ex…	461.05K	995.40K	-53.7%	$35.09M	0.1%	●●○○○○
IWB iShares Russell 1000 ETF	100.75K	169.88K	-40.7%	$41.26M	0.1%	●●○○○○
VLUE iShares MSCI USA Value…	301.99K	309.02K	-2.3%	$60.34M	0.1%
IQLT iShares MSCI Intl…	1.14M	1.15M	-0.4%	$56.60M	0.1%	●●○○○○
XLV State Street Health…	211.06K	363.69K	-42.0%	$33.49M	0.1%	●●○○○○
WDC Western Digital…	91.75K	99.31K	-7.6%	$49.90M	0.1%
JPEF	617.65K	673.13K	-8.2%	$49.62M	0.1%	●●○○○○
HEFA iShares Currency Hedged…	537.60K	1.14M	-52.7%	$25.23M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	246.83K	251.23K	-1.8%	$45.61M	0.1%	●●○○○○
XLY State Street Consumer…	242.77K	374.33K	-35.1%	$28.47M	0.1%	●●○○○○
XLC State Street…	224.17K	355.05K	-36.9%	$24.02M	0.0%	●●○○○○
SBUX Starbucks Corporation	375.99K	427.76K	-12.1%	$38.42M	0.1%	●●○○○○
COWG Pacer US Large Cap Cash…	778.02K	1.07M	-27.5%	$31.23M	0.1%	●●○○○○
IEZ	30.00K	1.07M	-97.2%	$807,049	0.0%
SCHQ	400.84K	976.42K	-59.0%	$12.55M	0.0%	●●○○○○
APP AppLovin Corporation	53.65K	54.13K	-0.9%	$27.64M	0.1%	●●○○○○
RING	31.82K	347.75K	-90.8%	$2.06M	0.0%	●●○○○○
QLTY	632.61K	746.19K	-15.2%	$26.33M	0.1%
SHOP Shopify Inc.	209.65K	221.02K	-5.2%	$23.94M	0.0%
INTU Intuit Inc.	58.65K	60.31K	-2.8%	$15.31M	0.0%
ESGD iShares ESG Aware MSCI…	251.43K	255.61K	-1.6%	$25.85M	0.1%	●●○○○○
BILS State Street SPDR…	244.53K	258.99K	-5.6%	$24.30M	0.1%	●●○○○○
JGRO JPMorgan Active Growth…	258.95K	263.07K	-1.6%	$25.53M	0.1%	●●○○○○
SHLD Global X - Defense Tech…	281.54K	314.09K	-10.4%	$16.81M	0.0%
QLTA iShares Aaa - A Rated…	444.52K	460.06K	-3.4%	$21.12M	0.0%
VFH Vanguard Financials ETF	89.75K	166.33K	-46.0%	$11.81M	0.0%	●●○○○○
IGM iShares Expanded Tech…	119.68K	122.88K	-2.6%	$19.58M	0.0%	●●○○○○
MISL	366.44K	429.60K	-14.7%	$16.77M	0.0%
SPG Simon Property Group…	85.09K	86.53K	-1.7%	$19.03M	0.0%	●●○○○○
IYG iShares U.S. Financial…	26.74K	224.82K	-88.1%	$2.42M	0.0%	●●○○○○
JQUA JPMorgan U.S. Quality…	236.36K	239.64K	-1.4%	$17.08M	0.0%	●●○○○○
ADSK Autodesk, Inc.	68.98K	70.84K	-2.6%	$13.41M	0.0%	●●○○○○
IBB iShares Biotechnology…	85.62K	98.97K	-13.5%	$16.28M	0.0%	●●○○○○
COR Cencora, Inc.	49.48K	51.10K	-3.2%	$14.00M	0.0%	●●○○○○
IYE	73.85K	247.02K	-70.1%	$4.18M	0.0%
CB Chubb Limited	44.73K	48.51K	-7.8%	$15.24M	0.0%	●●○○○○
OEF iShares S&P 100 ETF	42.88K	47.14K	-9.0%	$15.69M	0.0%	●●○○○○
NBOS	58.49K	567.21K	-89.7%	$1.64M	0.0%	●●○○○○
EDV Vanguard Extended…	219.41K	220.12K	-0.3%	$14.28M	0.0%	●●○○○○
EFAV iShares MSCI EAFE Min…	119.48K	155.18K	-23.0%	$10.48M	0.0%	●●○○○○
CTA	218.70K	435.21K	-49.8%	$5.67M	0.0%
SNY Sanofi	223.05K	271.50K	-17.9%	$9.52M	0.0%	●●○○○○
GSY Invesco Ultra Short…	190.02K	252.93K	-24.9%	$9.53M	0.0%	●●○○○○
IUS	187.45K	196.72K	-4.7%	$12.29M	0.0%
INDA iShares MSCI India ETF	191.53K	262.44K	-27.0%	$9.46M	0.0%	●●○○○○
XSD	19.65K	21.04K	-6.6%	$12.26M	0.0%	●●○○○○
CHKP Check Point Software…	68.70K	84.67K	-18.9%	$9.03M	0.0%	●●○○○○
AMP Ameriprise Financial…	11.19K	27.07K	-58.7%	$5.13M	0.0%	●●○○○○
PDBC Invesco Optimum Yield…	539.88K	666.55K	-19.0%	$8.57M	0.0%
DFAT Dimensional - US…	161.70K	172.66K	-6.3%	$11.30M	0.0%	●●○○○○
HACK	106.96K	109.97K	-2.7%	$11.22M	0.0%
SUSC iShares ESG Aware USD…	396.95K	469.32K	-15.4%	$9.19M	0.0%
ENTG Entegris, Inc.	60.06K	65.31K	-8.0%	$10.80M	0.0%	●●○○○○
DXCM DexCom, Inc.	153.35K	160.48K	-4.4%	$10.33M	0.0%
IWX iShares Russell Top 200…	49.06K	107.73K	-54.5%	$5.16M	0.0%	●●○○○○
ESGE iShares ESG Aware MSCI…	174.12K	183.34K	-5.0%	$9.52M	0.0%	●●○○○○
KNG FT Cboe Vest S&P 500…	166.97K	186.57K	-10.5%	$8.43M	0.0%	●●○○○○
BALT	189.25K	265.95K	-28.8%	$6.49M	0.0%	●●○○○○
STRL Sterling…	10.28K	10.76K	-4.5%	$8.63M	0.0%	●●○○○○
IETC	37.53K	96.72K	-61.2%	$4.03M	0.0%	●●○○○○
DFEM Dimensional - Emerging…	210.13K	226.72K	-7.3%	$8.54M	0.0%	●●○○○○
ULTA Ulta Beauty, Inc.	12.67K	15.71K	-19.4%	$5.72M	0.0%	●●○○○○
IXN iShares Global Tech ETF	56.53K	63.01K	-10.3%	$8.17M	0.0%	●●○○○○
SNPS Synopsys, Inc.	17.88K	19.55K	-8.5%	$7.98M	0.0%	●●○○○○
CTAS Cintas Corporation	44.13K	45.21K	-2.4%	$7.51M	0.0%
EWC iShares MSCI Canada ETF	108.14K	137.99K	-21.6%	$6.23M	0.0%
AER AerCap Holdings N.V.	44.13K	54.32K	-18.8%	$6.43M	0.0%	●●○○○○
ALAB Astera Labs, Inc.…	14.94K	15.38K	-2.9%	$7.21M	0.0%	●●○○○○
SCMB Schwab Municipal Bond…	176.94K	281.42K	-37.1%	$4.57M	0.0%
SONY Sony Group Corporation	303.13K	335.43K	-9.6%	$6.08M	0.0%	●●○○○○
HGER Harbor Commodity…	196.04K	223.09K	-12.1%	$5.75M	0.0%
CMG Chipotle Mexican Grill…	172.74K	205.16K	-15.8%	$5.87M	0.0%	●●○○○○
AVIG	148.92K	153.94K	-3.3%	$6.17M	0.0%
FBTC Fidelity Wise Origin…	101.87K	107.08K	-4.9%	$5.20M	0.0%
IGLB iShares 10+ Year…	112.87K	126.79K	-11.0%	$5.65M	0.0%	●●○○○○
BWX	203.53K	280.79K	-27.5%	$4.41M	0.0%
YUM Yum! Brands, Inc.	31.62K	39.15K	-19.2%	$5.05M	0.0%	●●○○○○
DBMF iMGP DBi Managed…	191.17K	201.04K	-4.9%	$5.85M	0.0%	●●○○○○
AEM Agnico Eagle Mines…	23.55K	29.19K	-19.3%	$3.65M	0.0%
WBD Warner Bros. Discovery…	154.84K	215.01K	-28.0%	$4.13M	0.0%	●●○○○○
SCZ iShares MSCI EAFE…	71.71K	74.03K	-3.1%	$5.90M	0.0%	●●○○○○
TOST Toast, Inc.	101.33K	215.42K	-53.0%	$2.82M	0.0%
PPG PPG Industries, Inc.	19.36K	52.69K	-63.2%	$2.35M	0.0%
WTM White Mountains…	1.74K	2.46K	-29.2%	$3.61M	0.0%	●●○○○○
IDV iShares International…	119.38K	124.88K	-4.4%	$4.95M	0.0%
MLPX Global X - MLP & Energy…	71.00K	71.07K	-0.1%	$5.23M	0.0%	●●○○○○
XHLF	91.98K	102.80K	-10.5%	$4.63M	0.0%	●●○○○○
JGLO JPMorgan Global Select…	45.81K	79.21K	-42.2%	$3.26M	0.0%	●●○○○○
ALNY Alnylam…	9.95K	15.48K	-35.7%	$3.00M	0.0%	●●○○○○
AXON Axon Enterprise, Inc.	9.09K	9.45K	-3.9%	$5.10M	0.0%	●●○○○○
CASY Casey's General Stores…	6.36K	6.62K	-4.0%	$5.05M	0.0%
UAL United Airlines…	36.97K	37.42K	-1.2%	$5.03M	0.0%	●●○○○○
USHY iShares Broad USD High…	131.85K	133.16K	-1.0%	$4.88M	0.0%	●●○○○○
BE Bloom Energy Corporation	15.65K	17.27K	-9.4%	$4.74M	0.0%
DG Dollar General…	16.50K	39.64K	-58.4%	$1.90M	0.0%	●●○○○○
NWG NatWest Group plc	221.29K	310.59K	-28.8%	$3.90M	0.0%	●●○○○○
ACGL Arch Capital Group Ltd.	36.02K	46.71K	-22.9%	$3.50M	0.0%	●●○○○○
MSCI MSCI Inc.	7.82K	8.31K	-5.9%	$4.38M	0.0%	●●○○○○
PNOV	100.75K	103.15K	-2.3%	$4.47M	0.0%	●●○○○○
FSK	414.65K	415.96K	-0.3%	$4.35M	0.0%	●●○○○○
ZBRA Zebra Technologies…	16.50K	18.29K	-9.8%	$4.34M	0.0%	●●○○○○
IBKR Interactive Brokers…	47.19K	62.04K	-23.9%	$4.11M	0.0%
ESI Element Solutions Inc	87.04K	101.89K	-14.6%	$4.16M	0.0%	●●○○○○
EMB iShares J.P. Morgan USD…	40.55K	43.33K	-6.4%	$3.91M	0.0%	●●○○○○
LOVE The Lovesac Company	35.80K	275.24K	-87.0%	$597,502	0.0%	●●○○○○
MUSA Murphy USA Inc.	6.34K	8.22K	-22.9%	$3.42M	0.0%	●●○○○○
IWMI	70.42K	84.09K	-16.3%	$3.77M	0.0%
CHDN Churchill Downs…	32.90K	43.93K	-25.1%	$2.95M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
HYGW	—	140.54K	Thoát	$4.15M	0.0%
CTRA Coterra Energy Inc.	—	97.30K	Thoát	$3.42M	0.0%
ALAI	—	99.00K	Thoát	$3.27M	0.0%
GDEN	—	92.61K	Thoát	$2.47M	0.0%
GDDY GoDaddy Inc.	—	22.64K	Thoát	$1.87M	0.0%
GTLB GitLab Inc.	—	51.29K	Thoát	$1.11M	0.0%
EPAC Enerpac Tool Group Corp.	—	27.99K	Thoát	$1.02M	0.0%
BKSY BlackSky Technology Inc.	—	36.39K	Thoát	$915,648	0.0%
SIG Signet Jewelers Limited	—	9.74K	Thoát	$824,571	0.0%
USPH U.S. Physical Therapy…	—	9.79K	Thoát	$733,747	0.0%
PALL abrdn Physical…	—	5.35K	Thoát	$720,294	0.0%
VITL Vital Farms, Inc.	—	42.08K	Thoát	$594,113	0.0%
HOLX Hologic, Inc.	—	7.74K	Thoát	$584,915	0.0%
FIGR Figure Technology…	—	16.25K	Thoát	$551,823	0.0%
CPRX Catalyst…	—	21.50K	Thoát	$532,216	0.0%
WHR Whirlpool Corporation	—	9.61K	Thoát	$518,119	0.0%
PLAB Photronics, Inc.	—	12.17K	Thoát	$491,911	0.0%
SLAB Silicon Laboratories…	—	2.29K	Thoát	$477,288	0.0%
IDR Idaho Strategic…	—	14.85K	Thoát	$476,950	0.0%
ENOV Enovis Corporation	—	19.62K	Thoát	$446,389	0.0%
APLS Apellis…	—	9.50K	Thoát	$382,346	0.0%
TASK	—	56.98K	Thoát	$382,318	0.0%
ADMA ADMA Biologics, Inc.	—	42.10K	Thoát	$379,357	0.0%
EWG iShares MSCI Germany ETF	—	9.39K	Thoát	$372,477	0.0%
ALGM Allegro MicroSystems…	—	10.97K	Thoát	$346,045	0.0%
AL Air Lease Corporation	—	5.14K	Thoát	$333,558	0.0%
PEN Penumbra, Inc.	—	965	Thoát	$316,877	0.0%
CSGS CSG Systems…	—	3.86K	Thoát	$308,499	0.0%
ADNT Adient plc	—	15.03K	Thoát	$303,746	0.0%
ENVA Enova International…	—	2.04K	Thoát	$277,637	0.0%
ESAB ESAB Corporation	—	2.87K	Thoát	$277,616	0.0%
MASI Masimo Corporation	—	1.52K	Thoát	$271,074	0.0%
SHAK Shake Shack Inc.	—	3.03K	Thoát	$267,887	0.0%
SLX	—	2.91K	Thoát	$267,481	0.0%
NVDY	—	19.51K	Thoát	$253,261	0.0%
UI Ubiquiti Inc.	—	310	Thoát	$245,045	0.0%
AMPH Amphastar…	—	12.37K	Thoát	$242,270	0.0%
FMF	—	4.75K	Thoát	$240,390	0.0%
DLB Dolby Laboratories, Inc.	—	3.98K	Thoát	$238,826	0.0%
EIG Employers Holdings, Inc.	—	5.75K	Thoát	$236,648	0.0%
PBH Prestige Consumer…	—	3.92K	Thoát	$232,338	0.0%
VOYG Voyager Technologies…	—	9.83K	Thoát	$229,970	0.0%
AGI Alamos Gold Inc.	—	5.11K	Thoát	$227,076	0.0%
FRPT Freshpet, Inc.	—	3.85K	Thoát	$226,878	0.0%
HESM Hess Midstream LP	—	5.81K	Thoát	$225,865	0.0%
PVH PVH Corp.	—	3.24K	Thoát	$225,787	0.0%
WING Wingstop Inc.	—	1.42K	Thoát	$219,280	0.0%
ENR Energizer Holdings, Inc.	—	13.03K	Thoát	$213,865	0.0%
PRAX Praxis Precision…	—	639	Thoát	$205,879	0.0%
JHMB	—	9.35K	Thoát	$205,847	0.0%
XSLV	—	4.30K	Thoát	$202,851	0.0%
GLOB Globant S.A.	—	4.34K	Thoát	$200,187	0.0%
TSI	—	35.26K	Thoát	$158,325	0.0%
FSM Fortuna Mining Corp.	—	15.72K	Thoát	$156,090	0.0%
SVM Silvercorp Metals Inc.	—	13.96K	Thoát	$149,882	0.0%
ARHS Arhaus, Inc.	—	20.60K	Thoát	$139,679	0.0%
VSTS Vestis Corporation	—	16.60K	Thoát	$130,457	0.0%
AEF	—	14.45K	Thoát	$105,357	0.0%
COTY Coty Inc.	—	52.17K	Thoát	$104,862	0.0%
HIVE	—	55.01K	Thoát	$104,525	0.0%
IHS IHS Holding Limited	—	10.47K	Thoát	$86,176	0.0%
OGN Organon & Co.	—	14.33K	Thoát	$85,854	0.0%
RXST RxSight, Inc.	—	13.05K	Thoát	$80,413	0.0%
RZLT Rezolute, Inc.	—	24.62K	Thoát	$75,106	0.0%
ORC	—	10.42K	Thoát	$73,252	0.0%
NVST Envista Holdings Corp	—	57.00K	Thoát	$56,537	0.0%
RCS	—	10.55K	Thoát	$56,530	0.0%
FINV FinVolution Group	—	10.53K	Thoát	$50,432	0.0%
GDRX GoodRx Holdings, Inc.	—	19.39K	Thoát	$38,002	0.0%
BCHHF	—	16.00K	Thoát	$31,200	0.0%
MGPI MGP Ingredients, Inc.	—	13.00K	Thoát	$12,476	0.0%
GOSS Gossamer Bio, Inc.	—	10.00K	Thoát	$3,285	0.0%

Tuổi vị thế

2930–1 quý

26972–4 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
Envestnet Asset Management Inc	2861	66.0%	0.8901	So sánh ⇄
Cetera Investment Advisers	2797	63.6%	0.8696	So sánh ⇄
LPL Financial LLC	2929	56.8%	0.8502	So sánh ⇄
Commonwealth Equity Services, Llc	2611	63.0%	0.8371	So sánh ⇄
Truist Financial Corp	2202	63.8%	0.8025	So sánh ⇄
Osaic Holdings, Inc.	2968	47.3%	0.7931	So sánh ⇄
Mariner, LLC	2065	48.3%	0.7854	So sánh ⇄
Corient Private Wealth LP	1986	50.9%	0.7785	So sánh ⇄

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

Hồ sơ nộp

Aug 07 2026 13F-HR · kỳ Q2 2026

$49.01B · 3,254 vị thế · Xem hồ sơ SEC gốc ↗

May 04 2026 13F-HR · kỳ Q1 2026

$36.06B · 2,995 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$41.05B · 3,037 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$37.47B · 2,879 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$34.65M · 2,802 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q2 2026 · hồ sơ mới nhất Aug 07, 2026 · Phương pháp tính thay đổi

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