Hồ sơ lưu nhà quản lý · ✦ được tuyển chọn · quý lưu trữ

Morgan Stanley

Bank/wealth platform · New York, NY · CIK 895421 · Hồ sơ EDGAR ↗

Bank-affiliated adviser aggregating client assets.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Chênh lệch ⇄

$1.67TGiá trị 13F được báo cáo

45,419Vị thế

22.2%Tỷ trọng top 10

131.20Danh mục nắm giữ hiệu lực

5.8%Doanh thu ước tính

+248Mới

−174Thoát 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 Q3 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 35.2% (+0.2pp)

Công nghệ 23.4% (-0.7pp)

Chăm sóc sức khỏe 8.1% (+0.8pp)

Hàng tiêu dùng chu kỳ 8.0% (-0.3pp)

Dịch vụ Truyền thông 7.6% (+0.2pp)

Công nghiệp 6.3% (-0.1pp)

Hàng tiêu dùng thiết yếu 3.6% (-0.2pp)

Năng lượng 2.8% (+0.1pp)

Vật liệu Cơ bản 1.9% (+0.0pp)

Tiện ích 1.8% (+0.0pp)

Bất động sản 1.4% (+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 · Q4 2025

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	AAPL Apple Inc.	3.7%	$27.22B	100.11M	+0.6%	▲ Add	2
2	MSFT Microsoft Corporation	3.5%	$21.64B	44.74M	+0.8%	▲ Add	2
3	NVDA NVIDIA Corporation	3.6%	$20.49B	109.89M	+0.2%	▲ Add	2
4	NVDA NVIDIA Corporation	3.6%	$18.49B	99.15M	+0.2%	▲ Add	2
5	AAPL Apple Inc.	3.7%	$17.70B	65.13M	+0.6%	▲ Add	2
6	MSFT Microsoft Corporation	3.5%	$16.67B	34.46M	+0.8%	▲ Add	2
7	GOOGL Alphabet Inc.	2.3%	$16.01B	51.13M	-0.1%	▼ Trim	2
8	AMZN Amazon.com, Inc.	2.2%	$15.32B	66.37M	-0.8%	▼ Trim	2
9	SPY State Street SPDR S&P 500…	1.2%	$12.89B	18.91M	-27.9%	▼ Trim	2
10	IWF iShares Russell 1000 Growth…	0.8%	$12.80B	27.04M	+2.2%	▲ Add	2
11	IVV iShares Core S&P 500 ETF	1.0%	$12.35B	18.03M	-1.2%	▼ Trim	2
12	JPM JPMorgan Chase & Co.	1.3%	$11.86B	36.80M	+1.4%	▲ Add	2
13	VOO Vanguard S&P 500 ETF	0.9%	$10.09B	16.08M	-3.5%	▼ Trim	2
14	AMZN Amazon.com, Inc.	2.2%	$9.50B	41.16M	-0.8%	▼ Trim	2
15	BND Vanguard Total Bond Market…	0.6%	$9.25B	124.93M	+15.0%	▲ Add	2
16	AVGO Broadcom Inc.	1.5%	$9.01B	26.03M	-0.1%	▼ Trim	2
17	GOOGL Alphabet Inc.	2.3%	$8.84B	28.25M	-0.1%	▼ Trim	2
18	IWD iShares Russell 1000 Value…	0.5%	$8.18B	38.89M	+9.0%	▲ Add	2
19	AVGO Broadcom Inc.	1.5%	$8.09B	23.37M	-0.1%	▼ Trim	2
20	LLY Eli Lilly and Company	1.0%	$7.80B	7.26M	+2.7%	▲ Add	2
21	IEFA iShares Core MSCI EAFE ETF	0.6%	$7.73B	86.40M	+4.9%	▲ Add	2
22	META Meta Platforms, Inc.	1.5%	$7.56B	11.45M	+2.2%	▲ Add	2
23	GOOG Alphabet Inc.	1.3%	$7.16B	22.83M	+1.6%	▲ Add	2
24	VUG Vanguard Morningstar Growth…	0.4%	$6.97B	14.28M	-2.6%	▼ Trim	2
25	QQQ Invesco QQQ Trust, Series 1	0.6%	$6.87B	11.19M	-34.7%	▼ Trim	2
26	GOOG Alphabet Inc.	1.3%	$6.83B	21.77M	+1.6%	▲ Add	2
27	V Visa Inc.	1.0%	$6.57B	18.72M	-2.5%	▼ Trim	2
28	META Meta Platforms, Inc.	1.5%	$6.48B	9.81M	+2.2%	▲ Add	2
29	NVDA NVIDIA Corporation	3.6%	$6.40B	34.29M	+0.2%	▲ Add	2
30	VTV Vanguard Morningstar Value…	0.4%	$6.32B	33.06M	-0.1%	▼ Trim	2
31	BRK-B Berkshire Hathaway Inc.	0.8%	$6.02B	11.97M	-1.1%	▼ Trim	2
32	IEMG iShares Core MSCI Emerging…	0.4%	$5.92B	88.08M	+4.0%	▲ Add	2
33	SPY State Street SPDR S&P 500…	1.2%	$5.83B	8.54M	-27.9%	▼ Trim	2
34	AAPL Apple Inc.	3.7%	$5.63B	20.72M	+0.6%	▲ Add	2
35	MSFT Microsoft Corporation	3.5%	$5.59B	11.56M	+0.8%	▲ Add	2
36	VOO Vanguard S&P 500 ETF	0.9%	$5.16B	8.23M	-3.5%	▼ Trim	2
37	TSLA Tesla, Inc.	1.0%	$5.03B	11.18M	-1.0%	▼ Trim	2
38	JNJ Johnson & Johnson	0.6%	$4.96B	23.96M	-4.0%	▼ Trim	2
39	RSP Invesco S&P 500 Equal…	0.4%	$4.94B	25.77M	+7.9%	▲ Add	2
40	WMT Walmart Inc.	0.6%	$4.92B	44.12M	-1.1%	▼ Trim	2
41	ABBV AbbVie Inc.	0.5%	$4.89B	21.41M	-3.9%	▼ Trim	2
42	GOOGL Alphabet Inc.	2.3%	$4.71B	15.04M	-0.1%	▼ Trim	2
43	HD The Home Depot, Inc.	0.5%	$4.55B	13.22M	-1.7%	▼ Trim	2
44	JPM JPMorgan Chase & Co.	1.3%	$4.52B	14.02M	+1.4%	▲ Add	2
45	NVDA NVIDIA Corporation	3.6%	$4.47B	23.98M	+0.2%	▲ Add	2
46	VTI Vanguard Morningstar Total…	0.3%	$4.42B	13.19M	-0.1%	▼ Trim	2
47	XONA.DE Exxon Mobil Corporation	0.5%	$4.28B	35.60M	-0.6%	▼ Trim	2
48	IVW iShares S&P 500 Growth ETF	0.2%	$4.12B	33.43M	+0.6%	▲ Add	2
49	BX Blackstone Inc.	0.3%	$4.11B	26.68M	+2.0%	▲ Add	2
50	PANW Palo Alto Networks, Inc.	0.3%	$4.08B	22.13M	-1.0%	▼ Trim	2
51	LLY Eli Lilly and Company	1.0%	$4.01B	3.73M	+2.7%	▲ Add	2
52	TSLA Tesla, Inc.	1.0%	$3.96B	8.81M	-1.0%	▼ Trim	2
53	COST Costco Wholesale Corporation	0.5%	$3.95B	4.58M	+1.1%	▲ Add	2
54	AAPL Apple Inc.	3.7%	$3.82B	14.05M	+0.6%	▲ Add	2
55	GLD SPDR Gold Shares	0.3%	$3.82B	9.64M	+22.4%	▲ Add	2
56	VEA Vanguard FTSE Developed…	0.3%	$3.79B	60.74M	+44.0%	▲ Add	2
57	NVDA NVIDIA Corporation	3.6%	$3.77B	20.22M	+0.2%	▲ Add	2
58	BRK-B Berkshire Hathaway Inc.	0.8%	$3.76B	7.47M	-1.1%	▼ Trim	2
59	AAPL Apple Inc.	3.7%	$3.65B	13.41M	+0.6%	▲ Add	2
60	NEE NextEra Energy, Inc.	0.3%	$3.44B	42.83M	-0.8%	▼ Trim	2
61	MSFT Microsoft Corporation	3.5%	$3.36B	6.95M	+0.8%	▲ Add	2
62	TMO Thermo Fisher Scientific…	0.4%	$3.31B	5.72M	-6.5%	▼ Trim	2
63	MSFT Microsoft Corporation	3.5%	$3.25B	6.72M	+0.8%	▲ Add	2
64	GS The Goldman Sachs Group…	0.4%	$3.21B	3.65M	-3.0%	▼ Trim	2
65	IVE iShares S&P 500 Value ETF	0.2%	$3.19B	15.05M	+7.5%	▲ Add	2
66	NFLX Netflix, Inc.	0.5%	$3.15B	33.57M	+0.3% ✂	▲ Add	2
67	V Visa Inc.	1.0%	$3.13B	8.92M	-2.5%	▼ Trim	2
68	JPST JPMorgan Ultra-Short Income…	0.2%	$3.11B	61.47M	+2.4%	▲ Add	2
69	CVX Chevron Corporation	0.3%	$3.04B	19.94M	-0.8%	▼ Trim	2
70	AMZN Amazon.com, Inc.	2.2%	$3.04B	13.17M	-0.8%	▼ Trim	2
71	RTX RTX Corporation	0.3%	$3.02B	16.48M	+0.3%	▲ Add	2
72	AMGN Amgen Inc.	0.3%	$2.99B	9.14M	-1.0%	▼ Trim	2
73	PG The Procter & Gamble Company	0.4%	$2.96B	20.66M	-4.9%	▼ Trim	2
74	VIG Vanguard Dividend…	0.2%	$2.77B	12.59M	+2.0%	▲ Add	2
75	MCD McDonald's Corporation	0.3%	$2.72B	8.90M	-1.9%	▼ Trim	2
76	NET Cloudflare, Inc.	0.2%	$2.71B	13.74M	-5.3%	▼ Trim	2
77	JEPI JPMorgan Equity Premium…	0.2%	$2.70B	47.16M	+0.6%	▲ Add	2
78	ETN Eaton Corporation plc	0.2%	$2.68B	8.41M	+1.6%	▲ Add	2
79	MSFT Microsoft Corporation	3.5%	$2.67B	5.52M	+0.8%	▲ Add	2
80	AGG iShares Core U.S. Aggregate…	0.2%	$2.64B	26.45M	+4.0%	▲ Add	2
81	MA Mastercard Incorporated	0.5%	$2.63B	4.61M	+0.8%	▲ Add	2
82	IWP iShares Russell Mid-Cap…	0.2%	$2.63B	19.20M	-2.1%	▼ Trim	2
83	XLK State Street Technology…	0.2%	$2.57B	17.82M	-8.1% ✂	▼ Trim	2
84	BAC Bank of America Corporation	0.4%	$2.56B	46.47M	+9.9%	▲ Add	2
85	MA Mastercard Incorporated	0.5%	$2.52B	4.42M	+0.8%	▲ Add	2
86	CSCO Cisco Systems, Inc.	0.3%	$2.52B	32.69M	+0.3%	▲ Add	2
87	MORGAN STANLEY PATHWAY FDS (chưa ánh xạ)	—	$2.51B	46.16M	—		—
88	CRM Salesforce, Inc.	0.3%	$2.50B	9.45M	-0.9%	▼ Trim	2
89	HON Honeywell International Inc.	0.2%	$2.48B	12.71M	+4.7%	▲ Add	2
90	KO The Coca-Cola Company	0.4%	$2.48B	35.42M	-2.4%	▼ Trim	2
91	AXP American Express Company	0.3%	$2.47B	6.67M	-0.2%	▼ Trim	2
92	AMZN Amazon.com, Inc.	2.2%	$2.46B	10.64M	-0.8%	▼ Trim	2
93	VWO Vanguard FTSE Emerging…	0.2%	$2.44B	45.45M	+5.7%	▲ Add	2
94	IJH iShares Core S&P Mid-Cap ETF	0.1%	$2.42B	36.71M	-0.1%	▼ Trim	2
95	AVGO Broadcom Inc.	1.5%	$2.37B	6.86M	-0.1%	▼ Trim	2
96	VO Vanguard Morningstar…	0.1%	$2.37B	8.15M	+3.2%	▲ Add	2
97	IUSG iShares Core S&P U.S.…	0.1%	$2.35B	13.98M	-0.1%	▼ Trim	2
98	BLK BlackRock, Inc.	0.2%	$2.30B	2.15M	+0.1%	▲ Add	2
99	WFC Wells Fargo & Company	0.3%	$2.24B	24.02M	-2.9%	▼ Trim	2
100	MRK Merck & Co., Inc.	0.3%	$2.24B	21.24M	+0.8%	▲ Add	2
101	WMT Walmart Inc.	0.6%	$2.23B	20.05M	-1.1%	▼ Trim	2
102	BSV Vanguard Short-Term Bond ETF	0.1%	$2.20B	27.97M	-20.9%	▼ Trim	2
103	PBUS Invesco MSCI USA ETF	0.1%	$2.20B	32.16M	+19.6%	▲ Add	2
104	BIL State Street SPDR Bloomberg…	0.1%	$2.17B	23.80M	-4.0%	▼ Trim	2
105	XONA.DE Exxon Mobil Corporation	0.5%	$2.15B	17.86M	-0.6%	▼ Trim	2
106	IJR iShares Core S&P Small-Cap…	0.1%	$2.13B	17.74M	+0.5%	▲ Add	2
107	META Meta Platforms, Inc.	1.5%	$2.13B	3.23M	+2.2%	▲ Add	2
108	GEV GE Vernova Inc.	0.2%	$2.12B	3.25M	+12.8%	▲ Add	2
109	JNJ Johnson & Johnson	0.6%	$2.10B	10.16M	-4.0%	▼ Trim	2
110	IVV iShares Core S&P 500 ETF	1.0%	$2.10B	3.07M	-1.2%	▼ Trim	2
111	ORCL Oracle Corporation	0.3%	$2.04B	10.49M	+1.9%	▲ Add	2
112	UBER Uber Technologies, Inc.	0.4%	$2.02B	24.75M	+2.3%	▲ Add	2
113	NFLX Netflix, Inc.	0.5%	$2.01B	21.48M	+0.3% ✂	▲ Add	2
114	IBM International Business…	0.3%	$2.01B	6.80M	-7.3%	▼ Trim	2
115	UNH UnitedHealth Group…	0.3%	$2.01B	6.07M	+3.6%	▲ Add	2
116	ABBV AbbVie Inc.	0.5%	$2.00B	8.74M	-3.9%	▼ Trim	2
117	IAU iShares Gold Trust	0.1%	$2.00B	24.58M	+0.2%	▲ Add	2
118	VB Vanguard Morningstar…	0.1%	$1.99B	7.70M	+1.1%	▲ Add	2
119	NVDA NVIDIA Corporation	3.6%	$1.95B	10.47M	+0.2%	▲ Add	2
120	XLF State Street Financial…	0.1%	$1.94B	35.49M	-13.7%	▼ Trim	2
121	LMT Lockheed Martin Corporation	0.2%	$1.92B	3.96M	+10.1%	▲ Add	2
122	TSLA Tesla, Inc.	1.0%	$1.91B	4.26M	-1.0%	▼ Trim	2
123	GOOG Alphabet Inc.	1.3%	$1.89B	6.03M	+1.6%	▲ Add	2
124	NVDA NVIDIA Corporation	3.6%	$1.85B	9.90M	+0.2%	▲ Add	2
125	DASH DoorDash, Inc.	0.2%	$1.84B	8.13M	+2.3%	▲ Add	2
126	EFA iShares MSCI EAFE ETF	0.2%	$1.83B	19.00M	+15.5%	▲ Add	2
127	GOOGL Alphabet Inc.	2.3%	$1.82B	5.82M	-0.1%	▼ Trim	2
128	AMZN Amazon.com, Inc.	2.2%	$1.81B	7.85M	-0.8%	▼ Trim	2
129	TSLA Tesla, Inc.	1.0%	$1.81B	4.02M	-1.0%	▼ Trim	2
130	COST Costco Wholesale Corporation	0.5%	$1.79B	2.08M	+1.1%	▲ Add	2
131	QUAL iShares MSCI USA Quality…	0.1%	$1.77B	8.90M	-6.4%	▼ Trim	2
132	GOOG Alphabet Inc.	1.3%	$1.73B	5.50M	+1.6%	▲ Add	2
133	TSM Taiwan Semiconductor…	0.2%	$1.72B	5.65M	-10.5%	▼ Trim	2
134	SHOP Shopify Inc.	0.3%	$1.71B	10.63M	-9.7%	▼ Trim	2
135	CAT Caterpillar Inc.	0.2%	$1.71B	2.98M	-2.2%	▼ Trim	2
136	GOOGL Alphabet Inc.	2.3%	$1.69B	5.41M	-0.1%	▼ Trim	2
137	QQQ Invesco QQQ Trust, Series 1	0.6%	$1.69B	2.75M	-34.7%	▼ Trim	2
138	VEU Vanguard FTSE All-World…	0.1%	$1.66B	22.60M	-2.5%	▼ Trim	2
139	MSFT Microsoft Corporation	3.5%	$1.64B	3.40M	+0.8%	▲ Add	2
140	V Visa Inc.	1.0%	$1.64B	4.69M	-2.5%	▼ Trim	2
141	AAPL Apple Inc.	3.7%	$1.64B	6.04M	+0.6%	▲ Add	2
142	IWM iShares Russell 2000 ETF	0.3%	$1.64B	6.66M	-5.7%	▼ Trim	2
143	META Meta Platforms, Inc.	1.5%	$1.63B	2.48M	+2.2%	▲ Add	2
144	AMD Advanced Micro Devices, Inc.	0.3%	$1.63B	7.61M	-16.7%	▼ Trim	2
145	PLTR Palantir Technologies Inc.	0.3%	$1.62B	9.14M	-3.4%	▼ Trim	2
146	CEG Constellation Energy…	0.2%	$1.62B	4.60M	+0.5%	▲ Add	2
147	GOOGL Alphabet Inc.	2.3%	$1.62B	5.18M	-0.1%	▼ Trim	2
148	VCIT Vanguard Intermediate-Term…	0.1%	$1.61B	19.26M	+22.4%	▲ Add	2
149	BAC Bank of America Corporation	0.4%	$1.61B	29.31M	+9.9%	▲ Add	2
150	FBND Fidelity Total Bond ETF	0.1%	$1.60B	34.71M	+16.2%	▲ Add	2
151	AMD Advanced Micro Devices, Inc.	0.3%	$1.59B	7.42M	-16.7%	▼ Trim	2
152	VGT Vanguard Information…	0.1%	$1.58B	2.10M	+1.2%	▲ Add	2
153	META Meta Platforms, Inc.	1.5%	$1.58B	2.39M	+2.2%	▲ Add	2
154	HD The Home Depot, Inc.	0.5%	$1.58B	4.59M	-1.7%	▼ Trim	2
155	ORCL Oracle Corporation	0.3%	$1.56B	7.99M	+1.9%	▲ Add	2
156	AVGO Broadcom Inc.	1.5%	$1.56B	4.50M	-0.1%	▼ Trim	2
157	GE GE Aerospace	0.3%	$1.54B	5.01M	+2.5%	▲ Add	2
158	XLV State Street Health Care…	0.1%	$1.52B	9.79M	+8.4%	▲ Add	2
159	PLTR Palantir Technologies Inc.	0.3%	$1.51B	8.49M	-3.4%	▼ Trim	2
160	MELI MercadoLibre, Inc.	0.2%	$1.47B	727.71K	-13.0%	▼ Trim	2
161	UNP Union Pacific Corporation	0.2%	$1.46B	6.31M	+5.0%	▲ Add	2
162	VYM Vanguard High Dividend…	0.1%	$1.46B	10.17M	+1.6%	▲ Add	2
163	AAPL Apple Inc.	3.7%	$1.46B	5.36M	+0.6%	▲ Add	2
164	PEP PepsiCo, Inc.	0.2%	$1.46B	10.15M	+0.1%	▲ Add	2
165	VCSH Vanguard Short-Term…	0.1%	$1.45B	18.25M	+1.4%	▲ Add	2
166	IEFA iShares Core MSCI EAFE ETF	0.6%	$1.44B	16.09M	+4.9%	▲ Add	2
167	VZ Verizon Communications Inc.	0.2%	$1.44B	35.28M	-15.9%	▼ Trim	2
168	CSCO Cisco Systems, Inc.	0.3%	$1.42B	18.47M	+0.3%	▲ Add	2
169	EVTR Eaton Vance Total Return…	0.1%	$1.42B	27.59M	+24.1%	▲ Add	2
170	META Meta Platforms, Inc.	1.5%	$1.42B	2.15M	+2.2%	▲ Add	2
171	META Meta Platforms, Inc.	1.5%	$1.41B	2.14M	+2.2%	▲ Add	2
172	APP AppLovin Corporation	0.2%	$1.41B	2.09M	+10.7%	▲ Add	2
173	DIS The Walt Disney Company	0.2%	$1.41B	12.39M	-2.8%	▼ Trim	2
174	SHY iShares 1-3 Year Treasury…	0.1%	$1.40B	16.90M	-20.9%	▼ Trim	2
175	RDVY First Trust Rising Dividend…	0.1%	$1.40B	20.13M	+4.9%	▲ Add	2
176	MU Micron Technology, Inc.	0.3%	$1.38B	4.85M	+5.1%	▲ Add	2
177	AVGO Broadcom Inc.	1.5%	$1.36B	3.93M	-0.1%	▼ Trim	2
178	VGSH Vanguard Short-Term…	0.1%	$1.36B	23.17M	+7.6%	▲ Add	2
179	EWJ iShares MSCI Japan ETF	0.1%	$1.36B	16.82M	-3.2%	▼ Trim	2
180	GOOGL Alphabet Inc.	2.3%	$1.35B	4.33M	-0.1%	▼ Trim	2
181	DGRO iShares Core Dividend…	0.1%	$1.34B	19.31M	+1.7%	▲ Add	2
182	SRE Sempra	0.1%	$1.33B	15.05M	+17.0%	▲ Add	2
183	AFRM Affirm Holdings, Inc.	0.1%	$1.33B	17.80M	+0.2%	▲ Add	2
184	PM Philip Morris International…	0.2%	$1.32B	8.24M	-4.2%	▼ Trim	2
185	TMUS T-Mobile US, Inc.	0.2%	$1.32B	6.49M	-8.9%	▼ Trim	2
186	SPYM State Street SPDR Portfolio…	0.1%	$1.31B	16.37M	+116.6%	▲ Add	2
187	JEPQ JPMorgan Nasdaq Equity…	0.1%	$1.31B	22.51M	+6.7%	▲ Add	2
188	UNH UnitedHealth Group…	0.3%	$1.31B	3.96M	+3.6%	▲ Add	2
189	PG The Procter & Gamble Company	0.4%	$1.29B	9.04M	-4.9%	▼ Trim	2
190	KO The Coca-Cola Company	0.4%	$1.28B	18.33M	-2.4%	▼ Trim	2
191	GOOG Alphabet Inc.	1.3%	$1.27B	4.06M	+1.6%	▲ Add	2
192	MU Micron Technology, Inc.	0.3%	$1.27B	4.44M	+5.1%	▲ Add	2
193	XLI State Street Industrial…	0.1%	$1.27B	8.16M	+9.2%	▲ Add	2
194	RPRX Royalty Pharma plc	0.1%	$1.25B	32.41M	+25.2%	▲ Add	2
195	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$1.25B	24.89M	+9.4%	▲ Add	2
196	ABT Abbott Laboratories	0.3%	$1.25B	9.96M	-4.9%	▼ Trim	2
197	IWM iShares Russell 2000 ETF	0.3%	$1.24B	5.04M	-5.7%	▼ Trim	2
198	MSFT Microsoft Corporation	3.5%	$1.24B	2.56M	+0.8%	▲ Add	2
199	TJX The TJX Companies, Inc.	0.2%	$1.23B	8.01M	-2.1%	▼ Trim	2
200	C Citigroup Inc.	0.2%	$1.23B	10.51M	-1.4%	▼ Trim	2
201	NOC Northrop Grumman Corporation	0.1%	$1.22B	2.14M	+0.1%	▲ Add	2
202	GE GE Aerospace	0.3%	$1.22B	3.95M	+2.5%	▲ Add	2
203	AMZN Amazon.com, Inc.	2.2%	$1.22B	5.27M	-0.8%	▼ Trim	2
204	GS The Goldman Sachs Group…	0.4%	$1.21B	1.38M	-3.0%	▼ Trim	2
205	MRK Merck & Co., Inc.	0.3%	$1.21B	11.47M	+0.8%	▲ Add	2
206	SPOT Spotify Technology S.A.	0.2%	$1.19B	2.05M	-2.5%	▼ Trim	2
207	RTX RTX Corporation	0.3%	$1.18B	6.44M	+0.3%	▲ Add	2
208	VEA Vanguard FTSE Developed…	0.3%	$1.18B	18.82M	+44.0%	▲ Add	2
209	GLD SPDR Gold Shares	0.3%	$1.17B	2.96M	+22.4%	▲ Add	2
210	CVX Chevron Corporation	0.3%	$1.17B	7.69M	-0.8%	▼ Trim	2
211	CGGR Capital Group Growth ETF	0.1%	$1.17B	26.27M	+94.6%	▲ Add	2
212	KO The Coca-Cola Company	0.4%	$1.17B	16.68M	-2.4%	▼ Trim	2
213	WFC Wells Fargo & Company	0.3%	$1.16B	12.47M	-2.9%	▼ Trim	2
214	JMBS Janus Henderson…	0.1%	$1.16B	25.41M	+19.4%	▲ Add	2
215	WMB The Williams Companies, Inc.	0.1%	$1.16B	19.29M	+11.0%	▲ Add	2
216	JPM JPMorgan Chase & Co.	1.3%	$1.16B	3.60M	+1.4%	▲ Add	2
217	SPYM State Street SPDR Portfolio…	0.1%	$1.16B	14.45M	+116.6%	▲ Add	2
218	ADI Analog Devices, Inc.	0.2%	$1.16B	4.26M	+1.9%	▲ Add	2
219	AMZN Amazon.com, Inc.	2.2%	$1.15B	4.99M	-0.8%	▼ Trim	2
220	CAT Caterpillar Inc.	0.2%	$1.15B	2.01M	-2.2%	▼ Trim	2
221	IUSB iShares Core Universal USD…	0.1%	$1.15B	24.70M	+8.5%	▲ Add	2
222	LLY Eli Lilly and Company	1.0%	$1.14B	1.06M	+2.7%	▲ Add	2
223	IWS iShares Russell Mid-Cap…	0.1%	$1.14B	8.06M	-2.1%	▼ Trim	2
224	GOOG Alphabet Inc.	1.3%	$1.14B	3.62M	+1.6%	▲ Add	2
225	IWM iShares Russell 2000 ETF	0.3%	$1.13B	4.60M	-5.7%	▼ Trim	2
226	AXP American Express Company	0.3%	$1.13B	3.04M	-0.2%	▼ Trim	2
227	ICE Intercontinental Exchange…	0.2%	$1.12B	6.90M	+1.0%	▲ Add	2
228	AJG Arthur J. Gallagher & Co.	0.1%	$1.12B	4.31M	-9.5%	▼ Trim	2
229	UBER Uber Technologies, Inc.	0.4%	$1.11B	13.65M	+2.3%	▲ Add	2
230	IBM International Business…	0.3%	$1.11B	3.76M	-7.3%	▼ Trim	2
231	IVV iShares Core S&P 500 ETF	1.0%	$1.11B	1.62M	-1.2%	▼ Trim	2
232	BRK-B Berkshire Hathaway Inc.	0.8%	$1.10B	2.20M	-1.1%	▼ Trim	2
233	PFE Pfizer Inc.	0.1%	$1.10B	44.02M	+19.2%	▲ Add	2
234	SPGI S&P Global Inc.	0.3%	$1.09B	2.09M	+3.3%	▲ Add	2
235	PM Philip Morris International…	0.2%	$1.09B	6.81M	-4.2%	▼ Trim	2
236	TMO Thermo Fisher Scientific…	0.4%	$1.09B	1.87M	-6.5%	▼ Trim	2
237	AVGO Broadcom Inc.	1.5%	$1.09B	3.14M	-0.1%	▼ Trim	2
238	PG The Procter & Gamble Company	0.4%	$1.08B	7.56M	-4.9%	▼ Trim	2
239	ITOT iShares Core S&P Total U.S.…	0.1%	$1.08B	7.28M	+1.8%	▲ Add	2
240	ABT Abbott Laboratories	0.3%	$1.08B	8.61M	-4.9%	▼ Trim	2
241	VGIT Vanguard Intermediate-Term…	0.1%	$1.08B	17.99M	+14.0%	▲ Add	2
242	TLT iShares 20+ Year Treasury…	0.1%	$1.08B	12.35M	+31.3%	▲ Add	2
243	TT Trane Technologies plc	0.1%	$1.08B	2.76M	-0.7%	▼ Trim	2
244	META Meta Platforms, Inc.	1.5%	$1.07B	1.63M	+2.2%	▲ Add	2
245	CRM Salesforce, Inc.	0.3%	$1.07B	4.05M	-0.9%	▼ Trim	2
246	QCOM QUALCOMM Incorporated	0.2%	$1.07B	6.24M	-0.6%	▼ Trim	2
247	GOOG Alphabet Inc.	1.3%	$1.06B	3.38M	+1.6%	▲ Add	2
248	TSM Taiwan Semiconductor…	0.2%	$1.06B	3.48M	-10.5%	▼ Trim	2
249	LRCX Lam Research Corporation	0.2%	$1.05B	6.16M	+0.1%	▲ Add	2
250	DIA State Street SPDR Dow Jones…	0.1%	$1.05B	2.19M	-29.7%	▼ Trim	2
251	DELL Dell Technologies Inc.	0.1%	$1.05B	8.37M	-1.3%	▼ Trim	2
252	VONG Vanguard Russell 1000…	0.1%	$1.05B	8.63M	-1.9%	▼ Trim	2
253	JPM JPMorgan Chase & Co.	1.3%	$1.05B	3.26M	+1.4%	▲ Add	2
254	ROIV Roivant Sciences Ltd.	0.1%	$1.05B	48.34M	+31.7%	▲ Add	2
255	FCX Freeport-McMoRan Inc.	0.1%	$1.04B	20.56M	+10.1%	▲ Add	2
256	JAAA Janus Henderson AAA CLO ETF	0.1%	$1.04B	20.62M	-8.4%	▼ Trim	2
257	MGK Vanguard Morningstar Mega…	0.1%	$1.03B	2.50M	+11.7%	▲ Add	2
258	XLE State Street Energy Select…	0.1%	$1.03B	23.04M	-3.8% ✂	▼ Trim	2
259	GD General Dynamics Corporation	0.1%	$1.03B	3.05M	-7.6%	▼ Trim	2
260	RBLX Roblox Corporation	0.1%	$1.02B	12.61M	+8.1%	▲ Add	2
261	GILD Gilead Sciences, Inc.	0.2%	$1.02B	8.28M	-0.9%	▼ Trim	2
262	IYW iShares U.S. Technology ETF	0.1%	$1.02B	5.09M	+3.3%	▲ Add	2
263	XBI State Street SPDR S&P…	0.1%	$1.02B	8.33M	+8.3%	▲ Add	2
264	DYNF iShares U.S. Equity Factor…	0.1%	$1.01B	16.55M	+12.5%	▲ Add	2
265	TJX The TJX Companies, Inc.	0.2%	$1.00B	6.53M	-2.1%	▼ Trim	2
266	AMAT Applied Materials, Inc.	0.2%	$1.00B	3.90M	+3.4%	▲ Add	2
267	VGK Vanguard FTSE Europe ETF	0.1%	$997.27M	11.93M	-15.3%	▼ Trim	2
268	NOBL ProShares - S&P 500…	0.1%	$996.93M	9.58M	-14.0%	▼ Trim	2
269	CGDV Capital Group Dividend…	0.1%	$996.35M	22.83M	-1.7%	▼ Trim	2
270	IUSV iShares Core S&P U.S. Value…	0.1%	$994.90M	9.70M	+7.0%	▲ Add	2
271	INTU Intuit Inc.	0.2%	$994.77M	1.50M	+1.2%	▲ Add	2
272	UBER Uber Technologies, Inc.	0.4%	$993.72M	12.16M	+2.3%	▲ Add	2
273	MCD McDonald's Corporation	0.3%	$991.60M	3.24M	-1.9%	▼ Trim	2
274	IWR iShares Russell Mid-Cap ETF	0.1%	$988.74M	10.27M	+4.5%	▲ Add	2
275	QQQM Invesco NASDAQ 100 ETF	0.1%	$987.40M	3.90M	-9.4%	▼ Trim	2
276	AEP American Electric Power…	0.1%	$986.05M	8.55M	+1.9%	▲ Add	2
277	ISRG Intuitive Surgical, Inc.	0.2%	$983.57M	1.74M	-8.9%	▼ Trim	2
278	QQQ Invesco QQQ Trust, Series 1	0.6%	$979.35M	1.59M	-34.7%	▼ Trim	2
279	T AT&T Inc.	0.2%	$978.27M	39.38M	-2.6%	▼ Trim	2
280	ISRG Intuitive Surgical, Inc.	0.2%	$977.37M	1.73M	-8.9%	▼ Trim	2
281	TMO Thermo Fisher Scientific…	0.4%	$970.85M	1.68M	-6.5%	▼ Trim	2
282	IDEV iShares Core MSCI…	0.1%	$970.27M	11.76M	+8.7%	▲ Add	2
283	FPE First Trust Preferred…	0.1%	$970.21M	53.25M	+2.1%	▲ Add	2
284	MDT Medtronic plc	0.1%	$969.00M	10.09M	-0.1%	▼ Trim	2
285	CIBR First Trust Nasdaq…	0.1%	$966.38M	13.53M	+3.0%	▲ Add	2
286	QXO QXO, Inc.	0.1%	$965.02M	50.03M	+25.7%	▲ Add	2
287	SYK Stryker Corporation	0.1%	$960.65M	2.73M	-3.2%	▼ Trim	2
288	LOW Lowe's Companies, Inc.	0.2%	$958.23M	3.97M	-6.4%	▼ Trim	2
289	KLAC KLA Corporation	0.1%	$950.88M	782.57K	+0.8%	▲ Add	2
290	DE Deere & Company	0.1%	$949.68M	2.04M	-0.2%	▼ Trim	2
291	SPYG State Street SPDR Portfolio…	0.1%	$946.00M	8.87M	+95.9%	▲ Add	2
292	VXUS Vanguard Total…	0.1%	$943.01M	12.50M	+39.3%	▲ Add	2
293	TSLA Tesla, Inc.	1.0%	$941.03M	2.09M	-1.0%	▼ Trim	2
294	EFA iShares MSCI EAFE ETF	0.2%	$939.75M	9.79M	+15.5%	▲ Add	2
295	LLY Eli Lilly and Company	1.0%	$937.97M	872.79K	+2.7%	▲ Add	2
296	MBB iShares MBS ETF	0.1%	$931.98M	9.79M	+4.0%	▲ Add	2
297	SPGI S&P Global Inc.	0.3%	$927.14M	1.77M	+3.3%	▲ Add	2
298	SHW The Sherwin-Williams Company	0.1%	$923.32M	2.85M	-13.7%	▼ Trim	2
299	COWZ Pacer US Cash Cows 100 ETF	0.1%	$919.66M	15.28M	-9.9%	▼ Trim	2
300	APH Amphenol Corporation	0.1%	$919.50M	6.80M	+0.4%	▲ Add	2
301	BRK-B Berkshire Hathaway Inc.	0.8%	$919.37M	1.83M	-1.1%	▼ Trim	2
302	LNG Cheniere Energy, Inc.	0.1%	$916.34M	4.71M	-7.0%	▼ Trim	2
303	GEV GE Vernova Inc.	0.2%	$915.03M	1.40M	+12.8%	▲ Add	2
304	CRWD CrowdStrike Holdings, Inc.	0.2%	$913.67M	1.95M	-3.8%	▼ Trim	2
305	ADP Automatic Data Processing…	0.2%	$908.95M	3.53M	-14.2%	▼ Trim	2
306	DVY iShares Select Dividend ETF	0.1%	$908.69M	6.44M	+3.6%	▲ Add	2
307	SPGI S&P Global Inc.	0.3%	$908.20M	1.74M	+3.3%	▲ Add	2
308	LIN Linde plc	0.2%	$905.18M	2.12M	-5.8%	▼ Trim	2
309	INTU Intuit Inc.	0.2%	$903.50M	1.36M	+1.2%	▲ Add	2
310	V Visa Inc.	1.0%	$903.41M	2.58M	-2.5%	▼ Trim	2
311	AMGN Amgen Inc.	0.3%	$903.25M	2.76M	-1.0%	▼ Trim	2
312	IVV iShares Core S&P 500 ETF	1.0%	$897.19M	1.31M	-1.2%	▼ Trim	2
313	MINT PIMCO Enhanced Short…	0.1%	$895.87M	8.93M	-0.3%	▼ Trim	2
314	USMV iShares MSCI USA Min Vol…	0.1%	$894.19M	9.50M	+3.1%	▲ Add	2
315	MS Morgan Stanley	0.1%	$893.33M	5.03M	-0.9%	▼ Trim	2
316	NVDA NVIDIA Corporation	3.6%	$891.19M	4.78M	+0.2%	▲ Add	2
317	CMI Cummins Inc.	0.1%	$883.12M	1.73M	-14.7%	▼ Trim	2
318	FVD First Trust Value Line…	0.1%	$879.31M	19.08M	-1.7%	▼ Trim	2
319	LLY Eli Lilly and Company	1.0%	$879.06M	817.97K	+2.7%	▲ Add	2
320	AMD Advanced Micro Devices, Inc.	0.3%	$876.35M	4.09M	-16.7%	▼ Trim	2
321	OEF iShares S&P 100 ETF	0.1%	$872.62M	2.54M	+6.1%	▲ Add	2
322	PLD Prologis, Inc.	0.1%	$867.26M	6.79M	-19.8%	▼ Trim	2
323	SPOT Spotify Technology S.A.	0.2%	$865.82M	1.49M	-2.5%	▼ Trim	2
324	AMZN Amazon.com, Inc.	2.2%	$864.52M	3.75M	-0.8%	▼ Trim	2
325	NFLX Netflix, Inc.	0.5%	$858.48M	9.16M	+0.3% ✂	▲ Add	2
326	IEMG iShares Core MSCI Emerging…	0.4%	$853.50M	12.70M	+4.0%	▲ Add	2
327	AVGO Broadcom Inc.	1.5%	$851.58M	2.46M	-0.1%	▼ Trim	2
328	ABT Abbott Laboratories	0.3%	$848.38M	6.77M	-4.9%	▼ Trim	2
329	VV Vanguard Morningstar…	0.1%	$842.14M	2.68M	-3.9%	▼ Trim	2
330	VOE Vanguard Morningstar…	0.1%	$840.47M	4.74M	-0.1%	▼ Trim	2
331	WT WisdomTree, Inc.	0.2%	$838.00M	16.65M	-0.3%	▼ Trim	2
332	AON Aon plc	0.1%	$836.32M	2.37M	-9.2%	▼ Trim	2
333	SNOW Snowflake Inc.	0.1%	$829.21M	3.78M	-2.5%	▼ Trim	2
334	BA The Boeing Company	0.1%	$828.00M	3.81M	+9.7%	▲ Add	2
335	TSLA Tesla, Inc.	1.0%	$827.97M	1.84M	-1.0%	▼ Trim	2
336	VOT Vanguard Morningstar…	0.1%	$827.22M	2.96M	+1.5%	▲ Add	2
337	CME CME Group Inc.	0.1%	$826.41M	3.03M	-6.1%	▼ Trim	2
338	PULS PGIM Ultra Short Bond ETF	0.0%	$820.20M	16.54M	+1.2%	▲ Add	2
339	USB U.S. Bancorp	0.1%	$819.87M	15.36M	-1.3%	▼ Trim	2
340	SPOT Spotify Technology S.A.	0.2%	$819.33M	1.41M	-2.5%	▼ Trim	2
341	XLC State Street Communication…	0.1%	$817.72M	6.95M	0.0%	▲ Add	2
342	XLY State Street Consumer…	0.1%	$811.35M	6.79M	+3.4% ✂	▲ Add	2
343	JPM JPMorgan Chase & Co.	1.3%	$809.60M	2.51M	+1.4%	▲ Add	2
344	HYG iShares iBoxx $ High Yield…	0.1%	$808.65M	10.03M	+8.4%	▲ Add	2
345	SHY iShares 1-3 Year Treasury…	0.1%	$807.33M	9.75M	-20.9%	▼ Trim	2
346	ACWI iShares MSCI ACWI ETF	0.1%	$806.86M	5.70M	+20.6%	▲ Add	2
347	BKNG Booking Holdings Inc.	0.2%	$805.37M	150.39K	-13.5%	▼ Trim	2
348	VXF Vanguard Extended Market ETF	0.0%	$803.84M	3.84M	+8.1%	▲ Add	2
349	META Meta Platforms, Inc.	1.5%	$801.94M	1.21M	+2.2%	▲ Add	2
350	ROP Roper Technologies, Inc.	0.1%	$800.07M	1.80M	-13.7%	▼ Trim	2
351	CPNG Coupang, Inc.	0.1%	$799.52M	33.89M	-13.6%	▼ Trim	2
352	SNPS Synopsys, Inc.	0.1%	$797.40M	1.70M	+2.5%	▲ Add	2
353	NOW ServiceNow, Inc.	0.2%	$797.27M	5.20M	-12.9% ✂	▼ Trim	2
354	MUB iShares National Muni Bond…	0.1%	$796.92M	7.44M	+6.0%	▲ Add	2
355	XLU State Street Utilities…	0.1%	$796.46M	18.66M	-3.7% ✂	▼ Trim	2
356	VBR Vanguard Morningstar…	0.0%	$795.54M	3.76M	-1.5%	▼ Trim	2
357	QCOM QUALCOMM Incorporated	0.2%	$794.12M	4.64M	-0.6%	▼ Trim	2
358	WELL Welltower Inc.	0.1%	$793.18M	4.27M	+4.9%	▲ Add	2
359	SGOV iShares 0-3 Month Treasury…	0.0%	$791.60M	7.89M	-3.1%	▼ Trim	2
360	ABNB Airbnb, Inc.	0.1%	$789.87M	5.82M	+5.8%	▲ Add	2
361	BSX Boston Scientific…	0.1%	$788.43M	8.27M	+10.8%	▲ Add	2
362	EFV iShares MSCI EAFE Value ETF	0.1%	$788.42M	11.04M	+2.0%	▲ Add	2
363	MELI MercadoLibre, Inc.	0.2%	$785.73M	390.08K	-13.0%	▼ Trim	2
364	IEF iShares 7-10 Year Treasury…	0.1%	$785.30M	8.17M	+19.1%	▲ Add	2
365	SPYG State Street SPDR Portfolio…	0.1%	$781.86M	7.33M	+95.9%	▲ Add	2
366	PEP PepsiCo, Inc.	0.2%	$778.82M	5.43M	+0.1%	▲ Add	2
367	ECL Ecolab Inc.	0.1%	$777.51M	2.96M	+5.9%	▲ Add	2
368	NEE NextEra Energy, Inc.	0.3%	$773.92M	9.64M	-0.8%	▼ Trim	2
369	MA Mastercard Incorporated	0.5%	$773.53M	1.35M	+0.8%	▲ Add	2
370	VST Vistra Corp.	0.1%	$772.53M	4.79M	-1.7%	▼ Trim	2
371	T AT&T Inc.	0.2%	$772.49M	31.10M	-2.6%	▼ Trim	2
372	AZO AutoZone, Inc.	0.1%	$772.41M	227.75K	+17.8%	▲ Add	2
373	COF Capital One Financial…	0.1%	$771.46M	3.18M	+3.9%	▲ Add	2
374	VNQ Vanguard Real Estate ETF	0.1%	$770.31M	8.71M	+1.1%	▲ Add	2
375	CL Colgate-Palmolive Company	0.1%	$765.83M	9.69M	+1.7%	▲ Add	2
376	WT WisdomTree, Inc.	0.2%	$760.08M	8.50M	-0.3%	▼ Trim	2
377	FTSM First Trust Enhanced Short…	0.0%	$760.03M	12.68M	-4.7%	▼ Trim	2
378	LQD iShares iBoxx $ Investment…	0.1%	$757.16M	6.87M	+17.9%	▲ Add	2
379	ASML ASML Holding N.V.	0.1%	$756.32M	706.94K	-11.6%	▼ Trim	2
380	KRE State Street SPDR S&P…	0.1%	$753.78M	11.63M	+23.3%	▲ Add	2
381	ZTS Zoetis Inc.	0.1%	$753.23M	5.99M	-8.7%	▼ Trim	2
382	ACN Accenture plc	0.1%	$751.84M	2.80M	-37.4%	▼ Trim	2
383	NOW ServiceNow, Inc.	0.2%	$751.09M	4.90M	-12.9% ✂	▼ Trim	2
384	ANET Arista Networks, Inc.	0.1%	$745.88M	5.69M	-2.4%	▼ Trim	2
385	EQT EQT Corporation	0.1%	$744.45M	13.89M	+3.2%	▲ Add	2
386	BLK BlackRock, Inc.	0.2%	$743.53M	694.66K	+0.1%	▲ Add	2
387	MSTR Strategy Inc	0.1%	$742.59M	4.89M	+11.4%	▲ Add	2
388	ETN Eaton Corporation plc	0.2%	$739.14M	2.32M	+1.6%	▲ Add	2
389	VTWO Vanguard Russell 2000 ETF	0.1%	$738.09M	7.42M	+2.2%	▲ Add	2
390	BKNG Booking Holdings Inc.	0.2%	$736.89M	137.60K	-13.5%	▼ Trim	2
391	GSLC Goldman Sachs ActiveBeta…	0.0%	$735.92M	5.56M	-4.7%	▼ Trim	2
392	C Citigroup Inc.	0.2%	$733.58M	6.29M	-1.4%	▼ Trim	2
393	EEM iShares MSCI Emerging…	0.1%	$732.57M	13.39M	-8.2%	▼ Trim	2
394	SLV iShares Silver Trust	0.1%	$725.06M	11.26M	-17.2%	▼ Trim	2
395	IEF iShares 7-10 Year Treasury…	0.1%	$722.55M	7.51M	+19.1%	▲ Add	2
396	RSP Invesco S&P 500 Equal…	0.4%	$716.02M	3.74M	+7.9%	▲ Add	2
397	IWN iShares Russell 2000 Value…	0.0%	$715.15M	3.95M	-8.8%	▼ Trim	2
398	INTC Intel Corp.	0.1%	$713.99M	19.35M	+20.4%	▲ Add	2
399	MCK McKesson Corporation	0.1%	$708.98M	864.31K	-3.3%	▼ Trim	2
400	LMBS First Trust Low Duration…	0.0%	$707.37M	14.15M	+2.5%	▲ Add	2
401	SHOP Shopify Inc.	0.3%	$703.88M	4.37M	-9.7%	▼ Trim	2
402	SCHW The Charles Schwab…	0.1%	$703.30M	7.04M	-6.0%	▼ Trim	2
403	UBER Uber Technologies, Inc.	0.4%	$701.40M	8.58M	+2.3%	▲ Add	2
404	SCHD Schwab U.S. Dividend Equity…	0.0%	$700.12M	25.52M	-5.0%	▼ Trim	2
405	EMLP First Trust North American…	0.0%	$697.45M	18.42M	+3.3%	▲ Add	2
406	AMAT Applied Materials, Inc.	0.2%	$697.32M	2.71M	+3.4%	▲ Add	2
407	IJK iShares S&P Mid-Cap 400…	0.0%	$697.13M	7.20M	+0.8%	▲ Add	2
408	UNH UnitedHealth Group…	0.3%	$696.11M	2.11M	+3.6%	▲ Add	2
409	TCOM Trip.com Group Limited	0.1%	$693.98M	9.65M	-11.8%	▼ Trim	2
410	GS The Goldman Sachs Group…	0.4%	$692.25M	787.54K	-3.0%	▼ Trim	2
411	STX Seagate Technology Holdings…	0.1%	$691.94M	2.51M	+5.1%	▲ Add	2
412	IWB iShares Russell 1000 ETF	0.0%	$691.47M	1.85M	-30.3%	▼ Trim	2
413	PH Parker-Hannifin Corporation	0.1%	$690.13M	785.17K	+1.1%	▲ Add	2
414	IWO iShares Russell 2000 Growth…	0.1%	$688.00M	2.13M	+4.9%	▲ Add	2
415	GILD Gilead Sciences, Inc.	0.2%	$687.76M	5.60M	-0.9%	▼ Trim	2
416	SDVY First Trust SMID Cap Rising…	0.0%	$686.99M	17.93M	+0.7%	▲ Add	2
417	DIS The Walt Disney Company	0.2%	$686.34M	6.03M	-2.8%	▼ Trim	2
418	PGR The Progressive Corporation	0.1%	$685.60M	3.01M	-8.2%	▼ Trim	2
419	RSG Republic Services, Inc.	0.1%	$685.52M	3.23M	+38.6%	▲ Add	2
420	LOW Lowe's Companies, Inc.	0.2%	$681.78M	2.83M	-6.4%	▼ Trim	2
421	COST Costco Wholesale Corporation	0.5%	$679.38M	787.84K	+1.1%	▲ Add	2
422	IXUS iShares Core MSCI Total…	0.1%	$673.44M	7.96M	+31.1%	▲ Add	2
423	DHR Danaher Corporation	0.1%	$673.23M	2.94M	-8.3%	▼ Trim	2
424	AMLP Alerian MLP ETF	0.0%	$672.96M	14.31M	-4.1%	▼ Trim	2
425	SDY State Street SPDR S&P…	0.0%	$670.53M	4.82M	+2.0%	▲ Add	2
426	VT Vanguard Total World Stock…	0.1%	$669.82M	4.75M	+30.7%	▲ Add	2
427	VRT Vertiv Holdings Co	0.1%	$666.86M	4.12M	-1.6%	▼ Trim	2
428	LLY Eli Lilly and Company	1.0%	$666.38M	620.08K	+2.7%	▲ Add	2
429	AMT American Tower Corporation	0.1%	$665.05M	3.79M	-2.2%	▼ Trim	2
430	JNJ Johnson & Johnson	0.6%	$664.07M	3.21M	-4.0%	▼ Trim	2
431	BRK-B Berkshire Hathaway Inc.	0.8%	$662.87M	1.32M	-1.1%	▼ Trim	2
432	MOAT VanEck Morningstar Wide…	0.0%	$662.82M	6.40M	-3.0%	▼ Trim	2
433	MTUM iShares MSCI USA Momentum…	0.0%	$662.67M	2.65M	-12.4%	▼ Trim	2
434	IONQ IonQ, Inc.	0.1%	$662.58M	14.77M	-25.7%	▼ Trim	2
435	ROK Rockwell Automation, Inc.	0.1%	$660.25M	1.70M	+10.4%	▲ Add	2
436	EMR Emerson Electric Co.	0.1%	$657.20M	4.95M	-1.9%	▼ Trim	2
437	CEG Constellation Energy…	0.2%	$655.32M	1.86M	+0.5%	▲ Add	2
438	LRCX Lam Research Corporation	0.2%	$654.86M	3.83M	+0.1%	▲ Add	2
439	SBUX Starbucks Corporation	0.1%	$654.26M	7.77M	-18.8%	▼ Trim	2
440	PLTR Palantir Technologies Inc.	0.3%	$653.86M	3.68M	-3.4%	▼ Trim	2
441	MLPX Global X - MLP & Energy…	0.0%	$650.59M	10.75M	+8.6%	▲ Add	2
442	SHV iShares Trust iShares 0-1…	0.0%	$646.97M	5.87M	0.0%	▼ Trim	2
443	JPM JPMorgan Chase & Co.	1.3%	$645.65M	2.00M	+1.4%	▲ Add	2
444	VLO Valero Energy Corporation	0.1%	$644.99M	3.96M	-3.6%	▼ Trim	2
445	ADI Analog Devices, Inc.	0.2%	$644.83M	2.38M	+1.9%	▲ Add	2
446	UNP Union Pacific Corporation	0.2%	$636.99M	2.75M	+5.0%	▲ Add	2
447	FXI iShares China Large-Cap ETF	0.1%	$635.91M	16.61M	-7.3%	▼ Trim	2
448	APP AppLovin Corporation	0.2%	$633.09M	939.56K	+10.7%	▲ Add	2
449	V Visa Inc.	1.0%	$627.90M	1.79M	-2.5%	▼ Trim	2
450	SLB Slb N.V.	0.1%	$625.53M	16.30M	+1.3%	▲ Add	2
451	NU Nu Holdings Ltd.	0.1%	$625.14M	37.34M	+2.9%	▲ Add	2
452	ET Energy Transfer LP	0.1%	$622.95M	37.78M	+41.6%	▲ Add	2
453	V Visa Inc.	1.0%	$621.93M	1.77M	-2.5%	▼ Trim	2
454	TXN Texas Instruments…	0.1%	$621.76M	3.58M	+0.6%	▲ Add	2
455	OTIS Otis Worldwide Corporation	0.1%	$618.89M	7.09M	-3.1%	▼ Trim	2
456	NVDA NVIDIA Corporation	3.6%	$618.38M	3.32M	+0.2%	▲ Add	2
457	TRMB Trimble Inc.	0.1%	$617.35M	7.88M	-9.2%	▼ Trim	2
458	GDX VanEck Gold Miners ETF	0.1%	$615.50M	7.18M	+0.7%	▲ Add	2
459	COST Costco Wholesale Corporation	0.5%	$613.65M	711.61K	+1.1%	▲ Add	2
460	XONA.DE Exxon Mobil Corporation	0.5%	$612.57M	5.09M	-0.6%	▼ Trim	2
461	ADBE Adobe Inc.	0.1%	$605.39M	1.73M	-10.4%	▼ Trim	2
462	MSFT Microsoft Corporation	3.5%	$603.08M	1.25M	+0.8%	▲ Add	2
463	V Visa Inc.	1.0%	$600.32M	1.71M	-2.5%	▼ Trim	2
464	CB Chubb Limited	0.1%	$597.80M	1.92M	-3.4%	▼ Trim	2
465	MSCI MSCI Inc.	0.1%	$596.54M	1.04M	+2.2%	▲ Add	2
466	CB Chubb Limited	0.1%	$595.93M	1.91M	-3.4%	▼ Trim	2
467	SPYV State Street SPDR Portfolio…	0.1%	$592.62M	10.43M	+120.2%	▲ Add	2
468	XONA.DE Exxon Mobil Corporation	0.5%	$592.04M	4.92M	-0.6%	▼ Trim	2
469	NU Nu Holdings Ltd.	0.1%	$592.02M	35.37M	+2.9%	▲ Add	2
470	STE STERIS plc	0.1%	$589.39M	2.32M	-8.3%	▼ Trim	2
471	CSCO Cisco Systems, Inc.	0.3%	$589.13M	7.65M	+0.3%	▲ Add	2
472	LIN Linde plc	0.2%	$588.67M	1.38M	-5.8%	▼ Trim	2
473	ASML ASML Holding N.V.	0.1%	$588.34M	549.92K	-11.6%	▼ Trim	2
474	ANET Arista Networks, Inc.	0.1%	$588.17M	4.49M	-2.4%	▼ Trim	2
475	PH Parker-Hannifin Corporation	0.1%	$586.96M	667.78K	+1.1%	▲ Add	2
476	TSLA Tesla, Inc.	1.0%	$584.85M	1.30M	-1.0%	▼ Trim	2
477	JNJ Johnson & Johnson	0.6%	$584.81M	2.83M	-4.0%	▼ Trim	2
478	SUB iShares Short-Term National…	0.0%	$584.29M	5.48M	-12.6%	▼ Trim	2
479	SYK Stryker Corporation	0.1%	$583.53M	1.66M	-3.2%	▼ Trim	2
480	APO Apollo Global Management…	0.1%	$583.14M	4.03M	0.0%	▲ Add	2
481	BIV Vanguard Intermediate-Term…	0.0%	$581.89M	7.47M	+11.8%	▲ Add	2
482	BSX Boston Scientific…	0.1%	$581.18M	6.10M	+10.8%	▲ Add	2
483	IBN ICICI Bank Limited	0.1%	$579.88M	19.46M	+8.0%	▲ Add	2
484	HON Honeywell International Inc.	0.2%	$578.93M	2.97M	+4.7%	▲ Add	2
485	MCK McKesson Corporation	0.1%	$575.84M	701.99K	-3.3%	▼ Trim	2
486	CSL Carlisle Companies…	0.1%	$573.20M	1.79M	-8.7%	▼ Trim	2
487	MA Mastercard Incorporated	0.5%	$571.70M	1.00M	+0.8%	▲ Add	2
488	V Visa Inc.	1.0%	$571.64M	1.63M	-2.5%	▼ Trim	2
489	WMT Walmart Inc.	0.6%	$571.54M	5.13M	-1.1%	▼ Trim	2
490	AZN AstraZeneca PLC	0.1%	$571.08M	6.21M	+3.2%	▲ Add	2
491	MDLN Medline Inc.	0.0%	$569.88M	13.57M	Mới	New	1
492	ABBV AbbVie Inc.	0.5%	$567.31M	2.48M	-3.9%	▼ Trim	2
493	VBK Vanguard Morningstar…	0.0%	$566.11M	1.87M	-2.5%	▼ Trim	2
494	GLW Corning Inc	0.1%	$565.26M	6.46M	-1.2%	▼ Trim	2
495	BE Bloom Energy Corporation	0.0%	$564.76M	6.50M	+6.3%	▲ Add	2
496	BA The Boeing Company	0.1%	$563.65M	2.60M	+9.7%	▲ Add	2
497	CVS CVS Health Corp.	0.1%	$563.64M	7.10M	+6.3%	▲ Add	2
498	JNJ Johnson & Johnson	0.6%	$563.26M	2.72M	-4.0%	▼ Trim	2
499	VIGI Vanguard International…	0.0%	$562.68M	6.15M	+3.0%	▲ Add	2
500	TLT iShares 20+ Year Treasury…	0.1%	$560.50M	6.43M	+31.3%	▲ Add	2

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

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
MDLN Medline Inc.	15.16M	—	Mới	$636.81M	0.0%
LLYVA Liberty Live Group	3.21M	—	Mới	$265.42M	0.0%
Q Qnity Electronics, Inc.	3.21M	—	Mới	$261.73M	0.0%
SOLS Solstice Advanced…	4.02M	—	Mới	$195.15M	0.0%
XXI	10.55M	—	Mới	$92.43M	0.0%
BITQ	3.91M	—	Mới	$77.94M	0.0%
SUNC SunocoCorp LLC	1.50M	—	Mới	$73.78M	0.0%
EMKT	2.00M	—	Mới	$50.13M	0.0%
MICC The Magnum Ice Cream…	1.47M	—	Mới	$23.30M	0.0%
DEC	1.23M	—	Mới	$17.82M	0.0%
CAM Alliance Bernstein - AB…	656.02K	—	Mới	$16.46M	0.0%
BSOL	932.92K	—	Mới	$15.30M	0.0%
AKRE Akre Focus ETF	222.41K	—	Mới	$14.57M	0.0%
GSGO	243.45K	—	Mới	$9.78M	0.0%
GVUS	173.38K	—	Mới	$9.38M	0.0%
BGSI Boyd Group Services Inc.	38.61K	—	Mới	$6.15M	0.0%
IBCA	224.32K	—	Mới	$5.82M	0.0%
HPP Hudson Pacific…	519.52K	—	Mới	$5.63M	0.0%
FTCA	652.39K	—	Mới	$4.78M	0.0%
NAVN Navan, Inc.	274.40K	—	Mới	$4.69M	0.0%
BETA BETA Technologies, Inc.	157.44K	—	Mới	$4.44M	0.0%
FTNY	562.75K	—	Mới	$4.41M	0.0%
IBTP	157.17K	—	Mới	$4.06M	0.0%
JRVR	593.08K	—	Mới	$3.77M	0.0%
FTMH	310.80K	—	Mới	$3.60M	0.0%
UVXY	70.81K	—	Mới	$2.54M	0.0%
BDYN iShares Dynamic Equity…	99.09K	—	Mới	$2.54M	0.0%
SOMN The Southern Company	50.00K	—	Mới	$2.52M	0.0%
FRMI Fermi Inc. Common Stock	297.13K	—	Mới	$2.38M	0.0%
ALH Alliance Laundry…	113.67K	—	Mới	$2.31M	0.0%
GTOP	54.10K	—	Mới	$2.14M	0.0%
SQQQ ProShares - UltraPro…	28.85K	—	Mới	$1.98M	0.0%
FTMU	249.79K	—	Mới	$1.95M	0.0%
DMRA Damora Therapeutics…	74.92K	—	Mới	$1.72M	0.0%
ELE	95.36K	—	Mới	$1.62M	0.0%
HAPI	38.92K	—	Mới	$1.60M	0.0%
DMAX	57.56K	—	Mới	$1.54M	0.0%
CRTC	31.27K	—	Mới	$1.15M	0.0%
FSSL	79.47K	—	Mới	$1.12M	0.0%
AERO	48.55K	—	Mới	$1.07M	0.0%
PTRN Pattern Group Inc.…	76.37K	—	Mới	$881,298	0.0%
GUSE	20.50K	—	Mới	$829,479	0.0%
HOND	122.31K	—	Mới	$747,296	0.0%
FRMM	141.11K	—	Mới	$691,448	0.0%
IAF	49.80K	—	Mới	$643,468	0.0%
PXED	20.89K	—	Mới	$632,937	0.0%
MUU	5.84K	—	Mới	$588,725	0.0%
MSTY	17.02K	—	Mới	$503,646	0.0%
OWLS	74.09K	—	Mới	$494,908	0.0%
RPT	28.16K	—	Mới	$466,857	0.0%
HYNE	30.00K	—	Mới	$434,700	0.0%
PTN	27.28K	—	Mới	$419,582	0.0%
MPLT	23.22K	—	Mới	$407,894	0.0%
ANDG	15.47K	—	Mới	$401,189	0.0%
BNC	54.33K	—	Mới	$348,786	0.0%
LMRI	17.53K	—	Mới	$324,361	0.0%
NUAI	104.96K	—	Mới	$307,530	0.0%
BLLN BillionToOne, Inc.	3.60K	—	Mới	$294,543	0.0%
SDS	4.20K	—	Mới	$287,658	0.0%
BRR	80.41K	—	Mới	$283,830	0.0%
FETH	8.57K	—	Mới	$253,787	0.0%
CDNL	10.40K	—	Mới	$251,448	0.0%
RGEF	8.03K	—	Mới	$246,030	0.0%
CBC Central Bancompany	9.50K	—	Mới	$229,067	0.0%
AVSD	2.97K	—	Mới	$220,849	0.0%
SIXA	4.09K	—	Mới	$204,150	0.0%
CBK	8.29K	—	Mới	$203,504	0.0%
XZO	8.15K	—	Mới	$197,589	0.0%
MAMK	12.05K	—	Mới	$156,663	0.0%
BEDY	5.85K	—	Mới	$155,688	0.0%
IVES	4.92K	—	Mới	$155,364	0.0%
EVMN	8.35K	—	Mới	$142,884	0.0%
RJET	7.70K	—	Mới	$141,412	0.0%
LAWR	35.00K	—	Mới	$131,250	0.0%
WSHP	1.27K	—	Mới	$120,270	0.0%
IDEF iShares Defense…	3.60K	—	Mới	$111,005	0.0%
JLHL	27.00K	—	Mới	$108,798	0.0%
NP	3.56K	—	Mới	$103,723	0.0%
ECX	59.85K	—	Mới	$102,949	0.0%
NA	32.66K	—	Mới	$102,876	0.0%
WLTH Wealthfront Corporation	7.28K	—	Mới	$98,990	0.0%
WEAT	4.51K	—	Mới	$90,164	0.0%
SHMD	14.28K	—	Mới	$88,434	0.0%
NBCR	2.58K	—	Mới	$81,233	0.0%
PURR Hyperliquid Strategies…	20.84K	—	Mới	$74,198	0.0%
NTHI	8.20K	—	Mới	$67,848	0.0%
BCSS	102.65K	—	Mới	$67,000	0.0%
IBTQ	2.53K	—	Mới	$64,464	0.0%
IVVB	1.90K	—	Mới	$62,866	0.0%
GNOV	1.29K	—	Mới	$51,080	0.0%
SIF	9.15K	—	Mới	$51,057	0.0%
SEIV SEI QiM U.S. Large Cap…	1.21K	—	Mới	$50,356	0.0%
FMST	20.89K	—	Mới	$44,293	0.0%
QNRX	3.00K	—	Mới	$43,290	0.0%
TOVX	200.00K	—	Mới	$42,080	0.0%
TTRX	10.00K	—	Mới	$39,400	0.0%
UOCT	962	—	Mới	$37,558	0.0%
DFGX	697	—	Mới	$36,687	0.0%
TCPB	643	—	Mới	$32,989	0.0%
ALZN	18.00K	—	Mới	$32,760	0.0%
NDRA	6.95K	—	Mới	$31,465	0.0%
DUSB	607	—	Mới	$30,745	0.0%
SDSI	586	—	Mới	$30,226	0.0%
KXIN	5.68K	—	Mới	$29,474	0.0%
IWLG	499	—	Mới	$27,046	0.0%
BITW	448	—	Mới	$26,324	0.0%
XMAX	4.39K	—	Mới	$26,322	0.0%
VCRM	348	—	Mới	$26,298	0.0%
LCFY	8.40K	—	Mới	$23,520	0.0%
DEXC	385	—	Mới	$23,300	0.0%
BSCZ	1.10K	—	Mới	$22,933	0.0%
IPST	13.74K	—	Mới	$21,433	0.0%
ESLA	11.10K	—	Mới	$17,311	0.0%
COOT	32.40K	—	Mới	$16,686	0.0%
TUSB	322	—	Mới	$16,213	0.0%
THAR	5.26K	—	Mới	$15,947	0.0%
MTVA	1.86K	—	Mới	$15,661	0.0%
DAUG	350	—	Mới	$15,520	0.0%
EZBC	300	—	Mới	$15,180	0.0%
LHAI	1.72K	—	Mới	$13,133	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
AAPL Apple Inc.	230.48M	229.10M	+0.6%	$62.66B	3.7%
MSFT Microsoft Corporation	121.22M	120.24M	+0.8%	$58.62B	3.5%
NVDA NVIDIA Corporation	323.73M	322.96M	+0.2%	$60.38B	3.6%
META Meta Platforms, Inc.	37.55M	36.73M	+2.2%	$24.79B	1.5%
GOOG Alphabet Inc.	71.84M	70.71M	+1.6%	$22.54B	1.3%
JPM JPMorgan Chase & Co.	66.39M	65.45M	+1.4%	$21.39B	1.3%
LLY Eli Lilly and Company	15.59M	15.19M	+2.7%	$16.76B	1.0%
IWF iShares Russell 1000…	27.64M	27.05M	+2.2%	$13.08B	0.8%
NFLX Netflix, Inc.	85.35M	8.51M	+0.3% ✂	$8.00B	0.5%
IEFA iShares Core MSCI EAFE…	104.88M	99.99M	+4.9%	$9.38B	0.6%
BND Vanguard Total Bond…	124.93M	108.64M	+15.0%	$9.25B	0.6%
MA Mastercard Incorporated	16.05M	15.92M	+0.8%	$9.16B	0.5%
COST Costco Wholesale…	9.52M	9.42M	+1.1%	$8.21B	0.5%
IWD iShares Russell 1000…	39.66M	36.38M	+9.0%	$8.34B	0.5%
UBER Uber Technologies, Inc.	80.20M	78.39M	+2.3%	$6.55B	0.4%
ORCL Oracle Corporation	27.13M	26.63M	+1.9%	$5.29B	0.3%
IEMG iShares Core MSCI…	102.79M	98.82M	+4.0%	$6.91B	0.4%
BAC Bank of America…	112.79M	102.60M	+9.9%	$6.20B	0.4%
RSP Invesco S&P 500 Equal…	31.35M	29.06M	+7.9%	$6.00B	0.4%
CSCO Cisco Systems, Inc.	75.33M	75.12M	+0.3%	$5.80B	0.3%
VEA Vanguard FTSE Developed…	90.49M	62.84M	+44.0%	$5.65B	0.3%
GLD SPDR Gold Shares	13.89M	11.35M	+22.4%	$5.51B	0.3%
BX Blackstone Inc.	32.86M	32.23M	+2.0%	$5.07B	0.3%
RTX RTX Corporation	29.78M	29.68M	+0.3%	$5.46B	0.3%
UNH UnitedHealth Group…	15.79M	15.24M	+3.6%	$5.21B	0.3%
ETN Eaton Corporation plc	12.98M	12.78M	+1.6%	$4.13B	0.2%
MRK Merck & Co., Inc.	44.95M	44.59M	+0.8%	$4.73B	0.3%
MU Micron Technology, Inc.	16.40M	15.60M	+5.1%	$4.68B	0.3%
DASH DoorDash, Inc.	17.54M	17.15M	+2.3%	$3.97B	0.2%
SPGI S&P Global Inc.	8.33M	8.07M	+3.3%	$4.35B	0.3%
GE GE Aerospace	13.92M	13.59M	+2.5%	$4.29B	0.3%
IVW iShares S&P 500 Growth…	33.65M	33.46M	+0.6%	$4.15B	0.2%
BLK BlackRock, Inc.	3.51M	3.51M	+0.1%	$3.75B	0.2%
GEV GE Vernova Inc.	6.05M	5.37M	+12.8%	$3.96B	0.2%
HON Honeywell International…	19.43M	18.55M	+4.7%	$3.79B	0.2%
APP AppLovin Corporation	5.56M	5.02M	+10.7%	$3.75B	0.2%
PEP PepsiCo, Inc.	24.96M	24.93M	+0.1%	$3.58B	0.2%
INTU Intuit Inc.	5.10M	5.04M	+1.2%	$3.38B	0.2%
LRCX Lam Research Corporation	19.89M	19.86M	+0.1%	$3.40B	0.2%
AGG iShares Core U.S.…	32.48M	31.24M	+4.0%	$3.24B	0.2%
IVE iShares S&P 500 Value…	15.28M	14.21M	+7.5%	$3.24B	0.2%
JPST JPMorgan Ultra-Short…	61.47M	60.02M	+2.4%	$3.11B	0.2%
EFA iShares MSCI EAFE ETF	31.62M	27.37M	+15.5%	$3.04B	0.2%
AMAT Applied Materials, Inc.	11.47M	11.10M	+3.4%	$2.95B	0.2%
UNP Union Pacific…	12.64M	12.03M	+5.0%	$2.92B	0.2%
VWO Vanguard FTSE Emerging…	53.91M	50.98M	+5.7%	$2.90B	0.2%
CEG Constellation Energy…	8.05M	8.02M	+0.5%	$2.85B	0.2%
ADI Analog Devices, Inc.	10.45M	10.26M	+1.9%	$2.83B	0.2%
VIG Vanguard Dividend…	12.77M	12.53M	+2.0%	$2.81B	0.2%
LMT Lockheed Martin…	5.73M	5.20M	+10.1%	$2.77B	0.2%
MSTR Strategy Inc	9.38M	8.42M	+11.4%	$1.43B	0.1%
JEPI JPMorgan Equity Premium…	47.23M	46.97M	+0.6%	$2.70B	0.2%
RBLX Roblox Corporation	20.73M	19.17M	+8.1%	$1.68B	0.1%
ICE Intercontinental…	15.88M	15.72M	+1.0%	$2.57B	0.2%
SPYM State Street SPDR…	30.86M	14.25M	+116.6%	$2.48B	0.1%
VO Vanguard Morningstar…	8.49M	8.23M	+3.2%	$2.47B	0.1%
APH Amphenol Corporation	18.19M	18.12M	+0.4%	$2.46B	0.1%
INTC Intel Corp.	65.25M	54.19M	+20.4%	$2.41B	0.1%
BA The Boeing Company	10.68M	9.74M	+9.7%	$2.31B	0.1%
TXN Texas Instruments…	12.29M	12.22M	+0.6%	$2.13B	0.1%
NOC Northrop Grumman…	3.67M	3.66M	+0.1%	$2.09B	0.1%
PFE Pfizer Inc.	89.11M	74.77M	+19.2%	$2.22B	0.1%
SNPS Synopsys, Inc.	4.57M	4.46M	+2.5%	$2.15B	0.1%
PBUS Invesco MSCI USA ETF	32.16M	26.88M	+19.6%	$2.20B	0.1%
BSX Boston Scientific…	22.96M	20.71M	+10.8%	$2.19B	0.1%
IJR iShares Core S&P…	18.06M	17.98M	+0.5%	$2.17B	0.1%
RPRX Royalty Pharma plc	55.27M	44.16M	+25.2%	$2.14B	0.1%
KLAC KLA Corporation	1.73M	1.72M	+0.8%	$2.11B	0.1%
COF Capital One Financial…	8.68M	8.35M	+3.9%	$2.10B	0.1%
ECL Ecolab Inc.	7.88M	7.44M	+5.9%	$2.07B	0.1%
NU Nu Holdings Ltd.	121.35M	117.93M	+2.9%	$2.03B	0.1%
VB Vanguard Morningstar…	7.86M	7.78M	+1.1%	$2.03B	0.1%
IAU iShares Gold Trust	24.90M	24.84M	+0.2%	$2.02B	0.1%
WMB The Williams Companies…	33.57M	30.26M	+11.0%	$2.02B	0.1%
VCIT Vanguard…	24.05M	19.65M	+22.4%	$2.01B	0.1%
SRE Sempra	22.33M	19.08M	+17.0%	$1.97B	0.1%
PH Parker-Hannifin…	2.13M	2.11M	+1.1%	$1.87B	0.1%
WELL Welltower Inc.	10.07M	9.59M	+4.9%	$1.87B	0.1%
ABNB Airbnb, Inc.	13.23M	12.51M	+5.8%	$1.80B	0.1%
AZO AutoZone, Inc.	492.79K	418.24K	+17.8%	$1.67B	0.1%
XLV State Street Health…	11.49M	10.60M	+8.4%	$1.78B	0.1%
FCX Freeport-McMoRan Inc.	34.26M	31.13M	+10.1%	$1.74B	0.1%
SPYG State Street SPDR…	16.22M	8.28M	+95.9%	$1.73B	0.1%
AFRM Affirm Holdings, Inc.	23.01M	22.97M	+0.2%	$1.71B	0.1%
AEP American Electric Power…	14.66M	14.39M	+1.9%	$1.69B	0.1%
TLT iShares 20+ Year…	19.19M	14.61M	+31.3%	$1.67B	0.1%
IEF iShares 7-10 Year…	17.04M	14.30M	+19.1%	$1.64B	0.1%
VGT Vanguard Information…	2.15M	2.13M	+1.2%	$1.62B	0.1%
ITOT iShares Core S&P Total…	10.90M	10.70M	+1.8%	$1.62B	0.1%
CVS CVS Health Corp.	20.37M	19.16M	+6.3%	$1.62B	0.1%
IBN ICICI Bank Limited	53.77M	49.80M	+8.0%	$1.60B	0.1%
FBND Fidelity Total Bond ETF	34.72M	29.89M	+16.2%	$1.60B	0.1%
VCSH Vanguard Short-Term…	19.43M	19.17M	+1.4%	$1.55B	0.1%
WDC Western Digital…	8.94M	8.40M	+6.5%	$1.54B	0.1%
XLI State Street Industrial…	9.88M	9.05M	+9.2%	$1.53B	0.1%
BMY Bristol-Myers Squibb…	28.35M	27.87M	+1.7%	$1.53B	0.1%
CL Colgate-Palmolive…	19.25M	18.92M	+1.7%	$1.52B	0.1%
HYG iShares iBoxx $ High…	18.22M	16.80M	+8.4%	$1.47B	0.1%
STX Seagate Technology…	5.32M	5.06M	+5.1%	$1.46B	0.1%
VYM Vanguard High Dividend…	10.20M	10.04M	+1.6%	$1.46B	0.1%
EVTR Eaton Vance Total…	28.23M	22.76M	+24.1%	$1.45B	0.1%
MO Altria Group, Inc.	22.31M	21.97M	+1.5%	$1.29B	0.1%
USMV iShares MSCI USA Min…	15.24M	14.77M	+3.1%	$1.43B	0.1%
SLB Slb N.V.	37.10M	36.61M	+1.3%	$1.42B	0.1%
ET Energy Transfer LP	86.31M	60.94M	+41.6%	$1.42B	0.1%
MSCI MSCI Inc.	2.47M	2.42M	+2.2%	$1.42B	0.1%
VRTX Vertex Pharmaceuticals…	3.12M	3.11M	+0.4%	$1.41B	0.1%
XBI State Street SPDR S&P…	11.49M	10.61M	+8.3%	$1.40B	0.1%
RDVY First Trust Rising…	20.15M	19.21M	+4.9%	$1.40B	0.1%
VGSH Vanguard Short-Term…	23.77M	22.08M	+7.6%	$1.40B	0.1%
FI Fiserv, Inc.	11.88M	10.68M	+11.2%	$798.10M	0.0%
VGIT Vanguard…	22.61M	19.83M	+14.0%	$1.35B	0.1%
DGRO iShares Core Dividend…	19.37M	19.03M	+1.7%	$1.34B	0.1%
EQT EQT Corporation	24.74M	23.98M	+3.2%	$1.33B	0.1%
LQD iShares iBoxx $…	11.95M	10.13M	+17.9%	$1.32B	0.1%
JEPQ JPMorgan Nasdaq Equity…	22.51M	21.10M	+6.7%	$1.31B	0.1%
QXO QXO, Inc.	67.32M	53.57M	+25.7%	$1.31B	0.1%
MMM 3M Company	8.13M	8.13M	0.0%	$1.30B	0.1%
RH Rh	10.10M	8.92M	+13.2%	$1.28B	0.1%
AZN AstraZeneca PLC	13.88M	13.45M	+3.2%	$1.28B	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
GOOGL Alphabet Inc.	121.79M	121.95M	-0.1%	$38.12B	2.3%
AMZN Amazon.com, Inc.	161.58M	162.86M	-0.8%	$37.30B	2.2%
SPY State Street SPDR S&P…	29.32M	40.65M	-27.9%	$20.00B	1.2%
AVGO Broadcom Inc.	72.96M	73.01M	-0.1%	$25.25B	1.5%
IVV iShares Core S&P 500 ETF	24.03M	24.31M	-1.2%	$16.46B	1.0%
V Visa Inc.	46.86M	48.07M	-2.5%	$16.44B	1.0%
TSLA Tesla, Inc.	35.78M	36.15M	-1.0%	$16.09B	1.0%
VOO Vanguard S&P 500 ETF	24.57M	25.45M	-3.5%	$15.41B	0.9%
QQQ Invesco QQQ Trust…	16.04M	24.56M	-34.7%	$9.85B	0.6%
BRK-B Berkshire Hathaway Inc.	26.28M	26.57M	-1.1%	$13.21B	0.8%
ABBV AbbVie Inc.	40.04M	41.65M	-3.9%	$9.15B	0.5%
JNJ Johnson & Johnson	46.33M	48.23M	-4.0%	$9.59B	0.6%
WMT Walmart Inc.	84.27M	85.25M	-1.1%	$9.39B	0.6%
HD The Home Depot, Inc.	22.11M	22.49M	-1.7%	$7.61B	0.5%
XONA.DE Exxon Mobil Corporation	74.46M	74.91M	-0.6%	$8.96B	0.5%
PG The Procter & Gamble…	48.82M	51.33M	-4.9%	$7.00B	0.4%
VUG Vanguard Morningstar…	14.39M	14.77M	-2.6%	$7.02B	0.4%
TMO Thermo Fisher…	11.89M	12.72M	-6.5%	$6.89B	0.4%
GS The Goldman Sachs…	7.46M	7.69M	-3.0%	$6.56B	0.4%
KO The Coca-Cola Company	93.20M	95.45M	-2.4%	$6.52B	0.4%
VTV Vanguard Morningstar…	33.17M	33.21M	-0.1%	$6.34B	0.4%
PANW Palo Alto Networks, Inc.	30.46M	30.76M	-1.0%	$5.61B	0.3%
CVX Chevron Corporation	36.31M	36.61M	-0.8%	$5.53B	0.3%
PLTR Palantir Technologies…	29.21M	30.24M	-3.4%	$5.19B	0.3%
AMD Advanced Micro Devices…	25.04M	30.06M	-16.7%	$5.36B	0.3%
NEE NextEra Energy, Inc.	65.82M	66.38M	-0.8%	$5.28B	0.3%
ABT Abbott Laboratories	36.73M	38.63M	-4.9%	$4.60B	0.3%
AMGN Amgen Inc.	15.74M	15.91M	-1.0%	$5.15B	0.3%
CRM Salesforce, Inc.	19.01M	19.19M	-0.9%	$5.04B	0.3%
WFC Wells Fargo & Company	53.57M	55.17M	-2.9%	$4.99B	0.3%
AXP American Express Company	13.20M	13.23M	-0.2%	$4.88B	0.3%
NOW ServiceNow, Inc.	22.73M	5.22M	-12.9% ✂	$3.48B	0.2%
MCD McDonald's Corporation	15.27M	15.57M	-1.9%	$4.67B	0.3%
SPOT Spotify Technology S.A.	6.60M	6.77M	-2.5%	$3.83B	0.2%
MELI MercadoLibre, Inc.	1.73M	1.99M	-13.0%	$3.48B	0.2%
VTI Vanguard Morningstar…	13.79M	13.81M	-0.1%	$4.62B	0.3%
IBM International Business…	14.86M	16.02M	-7.3%	$4.40B	0.3%
IWM iShares Russell 2000 ETF	17.12M	18.15M	-5.7%	$4.21B	0.3%
SHOP Shopify Inc.	26.45M	29.28M	-9.7%	$4.26B	0.3%
TSM Taiwan Semiconductor…	13.51M	15.09M	-10.5%	$4.11B	0.2%
DIS The Walt Disney Company	35.45M	36.47M	-2.8%	$4.03B	0.2%
NET Cloudflare, Inc.	18.01M	19.01M	-5.3%	$3.55B	0.2%
TJX The TJX Companies, Inc.	26.54M	27.11M	-2.1%	$4.08B	0.2%
CAT Caterpillar Inc.	7.08M	7.24M	-2.2%	$4.05B	0.2%
PM Philip Morris…	23.42M	24.45M	-4.2%	$3.76B	0.2%
BKNG Booking Holdings Inc.	594.23K	686.76K	-13.5%	$3.18B	0.2%
WT WisdomTree, Inc.	63.18M	63.35M	-0.3%	$3.58B	0.2%
LIN Linde plc	7.09M	7.52M	-5.8%	$3.02B	0.2%
ADP Automatic Data…	10.35M	12.06M	-14.2%	$2.66B	0.2%
VZ Verizon Communications…	65.00M	77.31M	-15.9%	$2.65B	0.2%
TMUS T-Mobile US, Inc.	12.58M	13.81M	-8.9%	$2.55B	0.2%
ISRG Intuitive Surgical, Inc.	5.74M	6.30M	-8.9%	$3.25B	0.2%
QCOM QUALCOMM Incorporated	18.62M	18.72M	-0.6%	$3.18B	0.2%
CRWD CrowdStrike Holdings…	6.22M	6.46M	-3.8%	$2.91B	0.2%
C Citigroup Inc.	26.96M	27.36M	-1.4%	$3.15B	0.2%
T AT&T Inc.	106.94M	109.84M	-2.6%	$2.66B	0.2%
BSV Vanguard Short-Term…	30.55M	38.60M	-20.9%	$2.41B	0.1%
XLK State Street Technology…	19.35M	10.53M	-8.1% ✂	$2.79B	0.2%
ACN Accenture plc	7.54M	12.03M	-37.4%	$2.02B	0.1%
LOW Lowe's Companies, Inc.	10.83M	11.57M	-6.4%	$2.61B	0.2%
GILD Gilead Sciences, Inc.	23.51M	23.73M	-0.9%	$2.89B	0.2%
IWP iShares Russell Mid-Cap…	19.40M	19.82M	-2.1%	$2.66B	0.2%
SHY iShares 1-3 Year…	26.65M	33.67M	-20.9%	$2.21B	0.1%
ANET Arista Networks, Inc.	18.18M	18.63M	-2.4%	$2.38B	0.1%
AJG Arthur J. Gallagher &…	7.77M	8.59M	-9.5%	$2.01B	0.1%
XLF State Street Financial…	40.92M	47.42M	-13.7%	$2.24B	0.1%
PGR The Progressive…	9.49M	10.33M	-8.2%	$2.16B	0.1%
SHW The Sherwin-Williams…	6.31M	7.31M	-13.7%	$2.05B	0.1%
ZTS Zoetis Inc.	15.47M	16.94M	-8.7%	$1.95B	0.1%
IJH iShares Core S&P…	36.99M	37.04M	-0.1%	$2.44B	0.1%
ADBE Adobe Inc.	6.20M	6.91M	-10.4%	$2.17B	0.1%
DHR Danaher Corporation	10.64M	11.61M	-8.3%	$2.44B	0.1%
CME CME Group Inc.	8.36M	8.90M	-6.1%	$2.28B	0.1%
SYK Stryker Corporation	6.25M	6.46M	-3.2%	$2.20B	0.1%
SCHW The Charles Schwab…	23.23M	24.73M	-6.0%	$2.32B	0.1%
IUSG iShares Core S&P U.S.…	14.01M	14.02M	-0.1%	$2.35B	0.1%
BIL State Street SPDR…	23.82M	24.81M	-4.0%	$2.18B	0.1%
SBUX Starbucks Corporation	21.28M	26.19M	-18.8%	$1.79B	0.1%
CPNG Coupang, Inc.	58.86M	68.09M	-13.6%	$1.39B	0.1%
AON Aon plc	5.57M	6.14M	-9.2%	$1.97B	0.1%
TT Trane Technologies plc	5.06M	5.09M	-0.7%	$1.97B	0.1%
SNOW Snowflake Inc.	8.94M	9.17M	-2.5%	$1.96B	0.1%
PLD Prologis, Inc.	14.26M	17.78M	-19.8%	$1.82B	0.1%
DE Deere & Company	4.25M	4.26M	-0.2%	$1.98B	0.1%
MCK McKesson Corporation	2.39M	2.47M	-3.3%	$1.96B	0.1%
DIA State Street SPDR Dow…	2.96M	4.21M	-29.7%	$1.42B	0.1%
ROP Roper Technologies, Inc.	3.38M	3.91M	-13.7%	$1.50B	0.1%
MDT Medtronic plc	20.22M	20.23M	-0.1%	$1.94B	0.1%
AMT American Tower…	9.81M	10.03M	-2.2%	$1.72B	0.1%
GD General Dynamics…	5.21M	5.64M	-7.6%	$1.75B	0.1%
ASML ASML Holding N.V.	1.70M	1.93M	-11.6%	$1.82B	0.1%
QUAL iShares MSCI USA…	8.97M	9.58M	-6.4%	$1.78B	0.1%
EEM iShares MSCI Emerging…	31.10M	33.87M	-8.2%	$1.70B	0.1%
ORLY O'Reilly Automotive…	15.90M	16.63M	-4.4%	$1.45B	0.1%
JCI Johnson Controls…	14.54M	14.60M	-0.4%	$1.74B	0.1%
DELL Dell Technologies Inc.	11.88M	12.04M	-1.3%	$1.50B	0.1%
WM Waste Management, Inc.	6.67M	7.62M	-12.5%	$1.47B	0.1%
VEU Vanguard FTSE All-World…	22.63M	23.20M	-2.5%	$1.66B	0.1%
CMI Cummins Inc.	3.23M	3.79M	-14.7%	$1.65B	0.1%
LNG Cheniere Energy, Inc.	6.51M	7.01M	-7.0%	$1.27B	0.1%
URI United Rentals, Inc.	1.56M	1.72M	-9.2%	$1.26B	0.1%
COP ConocoPhillips	16.71M	17.22M	-3.0%	$1.56B	0.1%
EWJ iShares MSCI Japan ETF	19.58M	20.22M	-3.2%	$1.58B	0.1%
IONQ IonQ, Inc.	19.57M	26.34M	-25.7%	$877.96M	0.1%
CB Chubb Limited	5.16M	5.34M	-3.4%	$1.61B	0.1%
BNY Bank of New York Mellon…	11.20M	14.64M	-23.5%	$1.30B	0.1%
EMR Emerson Electric Co.	11.81M	12.04M	-1.9%	$1.57B	0.1%
VST Vistra Corp.	7.91M	8.05M	-1.7%	$1.28B	0.1%
DUK Duke Energy Corporation	12.34M	12.45M	-0.9%	$1.45B	0.1%
VGK Vanguard FTSE Europe ETF	16.25M	19.19M	-15.3%	$1.36B	0.1%
MDLZ Mondelez International…	18.95M	23.95M	-20.9%	$1.02B	0.1%
MAR Marriott International…	4.79M	4.86M	-1.3%	$1.49B	0.1%
XYZ Block, Inc.	18.18M	20.09M	-9.5%	$1.18B	0.1%
USB U.S. Bancorp	27.09M	27.44M	-1.3%	$1.45B	0.1%
CMCSA Comcast Corporation	41.62M	45.46M	-8.5%	$1.24B	0.1%
MRSH Marsh & McLennan…	6.87M	7.05M	-2.6%	$1.27B	0.1%
NKE NIKE, Inc.	19.40M	20.13M	-3.6%	$1.24B	0.1%
TCOM Trip.com Group Limited	16.38M	18.57M	-11.8%	$1.18B	0.1%
XLE State Street Energy…	29.44M	15.30M	-3.8% ✂	$1.32B	0.1%
GLW Corning Inc	15.21M	15.40M	-1.2%	$1.33B	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
COOP Mr. Cooper Group Inc.	—	1.48M	Thoát	$312.15M	0.0%
K Kellanova	—	3.33M	Thoát	$272.97M	0.0%
VRNA Verona Pharma plc	—	1.58M	Thoát	$168.16M	0.0%
IPG The Interpublic Group…	—	5.71M	Thoát	$159.26M	0.0%
SPR Spirit AeroSystems…	—	2.63M	Thoát	$101.57M	0.0%
IBTF	—	3.64M	Thoát	$84.98M	0.0%
IBDQ	—	3.21M	Thoát	$80.92M	0.0%
BSCP	—	3.68M	Thoát	$76.09M	0.0%
INFA Informatica Inc.	—	2.97M	Thoát	$73.72M	0.0%
ALE ALLETE, Inc.	—	421.39K	Thoát	$27.98M	0.0%
VRNT	—	1.26M	Thoát	$25.51M	0.0%
ZK	—	699.80K	Thoát	$21.33M	0.0%
VBTX	—	618.83K	Thoát	$20.75M	0.0%
HBI Hanesbrands Inc.	—	3.10M	Thoát	$20.46M	0.0%
SPNS	—	453.28K	Thoát	$19.49M	0.0%
LNWO Light & Wonder, Inc.	—	221.94K	Thoát	$18.63M	0.0%
ODP	—	603.22K	Thoát	$16.80M	0.0%
BBEM JPMorgan BetaBuilders…	—	260.67K	Thoát	$16.50M	0.0%
AKRO Akero Therapeutics, Inc.	—	339.92K	Thoát	$16.14M	0.0%
ZIMV	—	826.45K	Thoát	$15.65M	0.0%
SCS	—	774.77K	Thoát	$13.33M	0.0%
TRML	—	252.09K	Thoát	$12.06M	0.0%
VMEO	—	1.54M	Thoát	$11.93M	0.0%
LPI	—	673.07K	Thoát	$11.37M	0.0%
ELP	—	1.10M	Thoát	$10.80M	0.0%
HSII	—	213.85K	Thoát	$10.64M	0.0%
SRDX	—	320.04K	Thoát	$9.57M	0.0%
SCPH	—	1.67M	Thoát	$9.48M	0.0%
PRO	—	377.09K	Thoát	$8.64M	0.0%
MRUS Merus N.V.	—	88.19K	Thoát	$8.30M	0.0%
SAND	—	656.20K	Thoát	$8.22M	0.0%
MRC	—	560.22K	Thoát	$8.08M	0.0%
AVDX	—	728.60K	Thoát	$7.25M	0.0%
ETNB	—	444.77K	Thoát	$6.54M	0.0%
PBPB	—	333.31K	Thoát	$5.68M	0.0%
PGRE	—	833.19K	Thoát	$5.45M	0.0%
BRY	—	1.44M	Thoát	$5.43M	0.0%
IAS	—	491.74K	Thoát	$5.00M	0.0%
MTSR Metsera, Inc.	—	92.94K	Thoát	$4.86M	0.0%
HONE	—	174.08K	Thoát	$2.37M	0.0%
TAXT	—	40.00K	Thoát	$2.05M	0.0%
TAXI	—	40.00K	Thoát	$2.03M	0.0%
TAXS	—	40.00K	Thoát	$2.01M	0.0%
MLNK	—	91.79K	Thoát	$1.83M	0.0%
CCRD	—	57.17K	Thoát	$1.54M	0.0%
PJUN	—	31.90K	Thoát	$1.31M	0.0%
PHLT	—	162.16K	Thoát	$1.25M	0.0%
PVBC	—	70.35K	Thoát	$881,534	0.0%
GNTY	—	14.96K	Thoát	$729,505	0.0%
IRBT	—	166.72K	Thoát	$598,544	0.0%
MSFU	—	9.90K	Thoát	$515,790	0.0%
ADAPY	—	3.67M	Thoát	$476,588	0.0%
JMHI	—	8.67K	Thoát	$437,698	0.0%
BITX	—	7.80K	Thoát	$429,832	0.0%
WOW	—	82.69K	Thoát	$426,705	0.0%
TTSH	—	69.25K	Thoát	$418,969	0.0%
TIXT	—	72.21K	Thoát	$323,515	0.0%
GTLS-PB	—	3.66K	Thoát	$260,293	0.0%
AJX	—	82.01K	Thoát	$206,667	0.0%
MOB	—	15.71K	Thoát	$146,103	0.0%
ZONE	—	63.10K	Thoát	$127,462	0.0%
DBGI	—	13.02K	Thoát	$106,780	0.0%
SEPW	—	3.04K	Thoát	$95,472	0.0%
YDKG	—	25.76K	Thoát	$89,143	0.0%
BNOV	—	1.98K	Thoát	$86,087	0.0%
NRSN	—	66.40K	Thoát	$83,000	0.0%
CTM	—	73.71K	Thoát	$80,348	0.0%
CREX	—	34.20K	Thoát	$78,318	0.0%
ILLR	—	78.09K	Thoát	$64,824	0.0%
AGMH	—	5.40K	Thoát	$44,928	0.0%
LSAF	—	908	Thoát	$40,615	0.0%
PRSO	—	25.00K	Thoát	$31,250	0.0%
EDC	—	589	Thoát	$30,044	0.0%
HIT	—	9.08K	Thoát	$29,134	0.0%
RSHO	—	615	Thoát	$26,442	0.0%
MOBX	—	27.23K	Thoát	$21,953	0.0%
PMAX	—	73.36K	Thoát	$20,415	0.0%
RITR	—	2.33K	Thoát	$16,368	0.0%
CWEB	—	270	Thoát	$15,547	0.0%
CAEP	—	1.48K	Thoát	$15,232	0.0%
BILZ	—	144	Thoát	$14,571	0.0%
PRFD	—	269	Thoát	$13,934	0.0%
CLOX	—	515	Thoát	$13,169	0.0%
DGCB	—	229	Thoát	$12,698	0.0%
AMZY	—	844	Thoát	$12,010	0.0%
AIFF	—	3.53K	Thoát	$10,269	0.0%
GLBS	—	9.33K	Thoát	$9,986	0.0%
GHLD	—	496	Thoát	$9,904	0.0%
PSFF	—	295	Thoát	$9,321	0.0%
MSFO	—	518	Thoát	$9,024	0.0%
EDVA	—	3.79K	Thoát	$8,957	0.0%
FLX	—	2.56K	Thoát	$8,202	0.0%
BNAI	—	27.01K	Thoát	$7,940	0.0%
VMAR	—	4.82K	Thoát	$6,548	0.0%
IZM	—	2.59K	Thoát	$6,155	0.0%
WKHS	—	4.98K	Thoát	$5,474	0.0%
ARTL	—	1.10K	Thoát	$5,049	0.0%
GLBZ	—	1.04K	Thoát	$4,818	0.0%
MXC	—	502	Thoát	$4,600	0.0%
XUDV	—	170	Thoát	$4,542	0.0%
BTCT	—	1.60K	Thoát	$4,400	0.0%
PCLA	—	9.77K	Thoát	$4,329	0.0%
TGE	—	2.00K	Thoát	$4,280	0.0%
DFGP	—	76	Thoát	$4,223	0.0%
TJGC	—	2.00K	Thoát	$4,200	0.0%
TDTH	—	4.24K	Thoát	$3,884	0.0%
UFG	—	457	Thoát	$3,793	0.0%
CARV	—	1.50K	Thoát	$3,600	0.0%
GVH	—	735	Thoát	$3,374	0.0%
IQST	—	477	Thoát	$3,101	0.0%
EPWKF	—	7.03K	Thoát	$2,811	0.0%
ILDR	—	82	Thoát	$2,656	0.0%
CALC	—	856	Thoát	$2,633	0.0%
CMND	—	2.56K	Thoát	$2,628	0.0%
SHIM	—	1.00K	Thoát	$2,610	0.0%
CKDXF	—	765	Thoát	$2,570	0.0%
HKD	—	1.37K	Thoát	$2,470	0.0%
TACO	—	227	Thoát	$2,361	0.0%
ANGH	—	707	Thoát	$2,086	0.0%
GTEN	—	200	Thoát	$2,042	0.0%

Tuổi vị thế

2480–1 quý

63652–4 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
Northern Trust Corp	4205	61.5%	0.9537	So sánh ⇄
Goldman Sachs Group	4883	71.2%	0.9435	So sánh ⇄
BlackRock	4990	72.8%	0.9365	So sánh ⇄
UBS Group AG	6298	86.9%	0.9249	So sánh ⇄
JPMorgan Chase	5654	81.5%	0.9073	So sánh ⇄
Rockefeller Capital Management L.P.	4447	65.3%	0.9038	So sánh ⇄
Citigroup Inc	4492	65.8%	0.9002	So sánh ⇄
Fidelity (FMR)	4931	72.5%	0.8608	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

$1.89T · 45,905 vị thế · Xem hồ sơ SEC gốc ↗

May 27 2026 13F-HR/A · kỳ Q4 2025

$1.67T · 45,419 vị thế · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

May 27 2026 13F-HR/A · kỳ Q3 2025

$1.65T · 45,054 vị thế · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$1.66T · 45,985 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$1.67T · 45,420 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$1.65T · 45,055 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$1.54T · 44,865 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: Q4 2025 · hồ sơ mới nhất Aug 13, 2026 · Phương pháp tính thay đổi

☆ Morgan Stanley

Morgan Stanley