運用会社レコード · ✦ 厳選 · アーカイブ済み四半期

Morgan Stanley

Bank/wealth platform · New York, NY · CIK 895421 · EDGARファイリング ↗

Bank-affiliated adviser aggregating client assets.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 差分 ⇄

$1.66T報告済み13F評価額

45,985ポジション

21.2%トップ10ウェイト

141.20実効保有

7.4%推定回転率

+255新規

−153解消銘柄

報告済み13Fポートフォリオ評価額は米国の報告対象ロングポジションのみを対象としており、現金、債券、ショート、非米国保有は含まれません。運用資産残高（AUM）とは異なります。

四半期別報告済み評価額 Q3 2025 → Q2 2026

セクターエクスポージャー

金融サービス 35.6% (+0.4pp)

テクノロジー 21.9% (-1.5pp)

ヘルスケア 7.7% (-0.4pp)

消費者循環株 7.5% (-0.5pp)

コミュニケーション・サービス 7.3% (-0.3pp)

資本財・サービス 7.0% (+0.7pp)

消費者ディフェンシブ 4.0% (+0.4pp)

エネルギー 3.7% (+0.9pp)

素材 2.1% (+0.2pp)

公益事業 2.0% (+0.2pp)

不動産 1.3% (-0.1pp)

報告済み普通株式価値に占める比率；（±pp）前四半期比。

ポートフォリオ · Q1 2026

#	有価証券	ウェイト	時価	株数	Δ株式数		保有中
1	AAPL Apple Inc.	3.7%	$25.71B	101.31M	+6.1%	▲ Add	3
2	NVDA NVIDIA Corporation	3.6%	$19.70B	112.94M	+5.9%	▲ Add	3
3	NVDA NVIDIA Corporation	3.6%	$17.54B	100.57M	+5.9%	▲ Add	3
4	MSFT Microsoft Corporation	2.8%	$17.03B	46.01M	+3.0%	▲ Add	3
5	AAPL Apple Inc.	3.7%	$17.00B	66.97M	+6.1%	▲ Add	3
6	GOOGL Alphabet Inc.	2.1%	$14.30B	49.74M	-0.7%	▼ Trim	3
7	AMZN Amazon.com, Inc.	2.2%	$14.20B	68.20M	+7.6%	▲ Add	3
8	MSFT Microsoft Corporation	2.8%	$12.94B	34.97M	+3.0%	▲ Add	3
9	SPY State Street SPDR S&P 500…	1.6%	$12.87B	19.80M	+38.1%	▲ Add	3
10	SPY State Street SPDR S&P 500…	1.6%	$12.35B	18.99M	+38.1%	▲ Add	3
11	IWF iShares Russell 1000 Growth…	0.8%	$12.28B	28.80M	+7.7%	▲ Add	3
12	IVV iShares Core S&P 500 ETF	0.9%	$12.14B	18.59M	-2.7%	▼ Trim	3
13	JPM JPMorgan Chase & Co.	1.2%	$10.65B	36.21M	+3.2%	▲ Add	3
14	VOO Vanguard S&P 500 ETF	0.9%	$9.78B	16.37M	-0.8%	▼ Trim	3
15	BND Vanguard Total Bond Market…	0.6%	$9.21B	125.02M	+0.1%	▲ Add	3
16	AMZN Amazon.com, Inc.	2.2%	$8.79B	42.22M	+7.6%	▲ Add	3
17	IWD iShares Russell 1000 Value…	0.5%	$8.76B	40.98M	+6.5%	▲ Add	3
18	GOOGL Alphabet Inc.	2.1%	$8.26B	28.74M	-0.7%	▼ Trim	3
19	AVGO Broadcom Inc.	1.4%	$8.25B	26.65M	+4.1%	▲ Add	3
20	IEFA iShares Core MSCI EAFE ETF	0.6%	$8.04B	88.82M	+0.3%	▲ Add	3
21	IEMG iShares Core MSCI Emerging…	0.5%	$7.49B	107.44M	+22.8%	▲ Add	3
22	AVGO Broadcom Inc.	1.4%	$7.29B	23.56M	+4.1%	▲ Add	3
23	META Meta Platforms, Inc.	1.3%	$6.80B	11.88M	+1.4%	▲ Add	3
24	LLY Eli Lilly and Company	0.9%	$6.58B	7.15M	-1.0%	▼ Trim	3
25	VTV Vanguard Morningstar Value…	0.4%	$6.58B	33.52M	+1.4%	▲ Add	3
26	GOOG Alphabet Inc.	1.2%	$6.48B	22.59M	-0.2%	▼ Trim	3
27	VUG Vanguard Morningstar Growth…	0.4%	$6.45B	14.77M	+3.3%	▲ Add	3
28	GOOG Alphabet Inc.	1.2%	$6.42B	22.39M	-0.2%	▼ Trim	3
29	QQQ Invesco QQQ Trust, Series 1	0.7%	$6.41B	11.10M	+34.2%	▲ Add	3
30	V Visa Inc.	0.8%	$5.95B	19.67M	-1.9%	▼ Trim	3
31	XONA.DE Exxon Mobil Corporation	0.7%	$5.84B	34.44M	-3.7%	▼ Trim	3
32	META Meta Platforms, Inc.	1.3%	$5.81B	10.15M	+1.4%	▲ Add	3
33	BRK-B Berkshire Hathaway Inc.	0.8%	$5.71B	11.92M	+2.2%	▲ Add	3
34	NVDA NVIDIA Corporation	3.6%	$5.58B	31.99M	+5.9%	▲ Add	3
35	JNJ Johnson & Johnson	0.7%	$5.30B	21.69M	-3.5%	▼ Trim	3
36	WMT Walmart Inc.	0.6%	$5.18B	41.67M	+1.9%	▲ Add	3
37	RSP Invesco S&P 500 Equal…	0.4%	$5.15B	26.86M	+9.0%	▲ Add	3
38	COST Costco Wholesale Corporation	0.6%	$4.86B	4.88M	+3.9%	▲ Add	3
39	AAPL Apple Inc.	3.7%	$4.84B	19.08M	+6.1%	▲ Add	3
40	QQQ Invesco QQQ Trust, Series 1	0.7%	$4.77B	8.26M	+34.2%	▲ Add	3
41	NVDA NVIDIA Corporation	3.6%	$4.62B	26.50M	+5.9%	▲ Add	3
42	VOO Vanguard S&P 500 ETF	0.9%	$4.59B	7.68M	-0.8%	▼ Trim	3
43	HD The Home Depot, Inc.	0.4%	$4.57B	13.90M	+1.2%	▲ Add	3
44	IWM iShares Russell 2000 ETF	0.4%	$4.50B	18.14M	+73.8%	▲ Add	3
45	VTI Vanguard Morningstar Total…	0.3%	$4.41B	13.75M	+4.0%	▲ Add	3
46	VEA Vanguard FTSE Developed…	0.3%	$4.39B	68.56M	-6.5%	▼ Trim	3
47	AAPL Apple Inc.	3.7%	$4.39B	17.30M	+6.1%	▲ Add	3
48	ABBV AbbVie Inc.	0.5%	$4.28B	19.68M	-5.1%	▼ Trim	3
49	NVDA NVIDIA Corporation	3.6%	$4.27B	24.47M	+5.9%	▲ Add	3
50	TSLA Tesla, Inc.	0.9%	$4.20B	11.31M	+9.5%	▲ Add	3
51	JPM JPMorgan Chase & Co.	1.2%	$4.17B	14.16M	+3.2%	▲ Add	3
52	CVX Chevron Corporation	0.5%	$4.13B	19.96M	+1.5%	▲ Add	3
53	GLD SPDR Gold Shares	0.3%	$4.11B	9.55M	-21.5%	▼ Trim	3
54	IVW iShares S&P 500 Growth ETF	0.2%	$3.87B	34.17M	+2.0%	▲ Add	3
55	BRK-B Berkshire Hathaway Inc.	0.8%	$3.69B	7.70M	+2.2%	▲ Add	3
56	NEE NextEra Energy, Inc.	0.4%	$3.65B	39.27M	-1.1%	▼ Trim	3
57	AAPL Apple Inc.	3.7%	$3.61B	14.21M	+6.1%	▲ Add	3
58	PANW Palo Alto Networks, Inc.	0.3%	$3.59B	22.39M	+6.1%	▲ Add	3
59	GOOGL Alphabet Inc.	2.1%	$3.48B	12.10M	-0.7%	▼ Trim	3
60	LLY Eli Lilly and Company	0.9%	$3.48B	3.78M	-1.0%	▼ Trim	3
61	NVDA NVIDIA Corporation	3.6%	$3.47B	19.91M	+5.9%	▲ Add	3
62	NFLX Netflix, Inc.	0.6%	$3.47B	36.10M	+16.0%	▲ Add	3
63	AAPL Apple Inc.	3.7%	$3.35B	13.18M	+6.1%	▲ Add	3
64	TSLA Tesla, Inc.	0.9%	$3.21B	8.64M	+9.5%	▲ Add	3
65	RTX RTX Corporation	0.3%	$3.18B	16.50M	+1.1%	▲ Add	3
66	PG The Procter & Gamble Company	0.4%	$3.16B	21.90M	+0.8%	▲ Add	3
67	MSFT Microsoft Corporation	2.8%	$3.13B	8.45M	+3.0%	▲ Add	3
68	XONA.DE Exxon Mobil Corporation	0.7%	$3.11B	18.33M	-3.7%	▼ Trim	3
69	ETN Eaton Corporation plc	0.3%	$3.11B	8.68M	+1.0%	▲ Add	3
70	IVE iShares S&P 500 Value ETF	0.2%	$3.10B	14.69M	-2.3%	▼ Trim	3
71	JPST JPMorgan Ultra-Short Income…	0.2%	$3.09B	61.11M	-0.5%	▼ Trim	3
72	MSFT Microsoft Corporation	2.8%	$3.06B	8.27M	+3.0%	▲ Add	3
73	BX Blackstone Inc.	0.2%	$3.05B	26.54M	-1.1%	▼ Trim	3
74	GEV GE Vernova Inc.	0.3%	$2.87B	3.29M	+5.2%	▲ Add	3
75	AMGN Amgen Inc.	0.3%	$2.83B	8.03M	+0.6%	▲ Add	3
76	BIL State Street SPDR Bloomberg…	0.2%	$2.78B	30.39M	+27.9%	▲ Add	3
77	TMO Thermo Fisher Scientific…	0.3%	$2.78B	5.65M	-8.7%	▼ Trim	3
78	AGG iShares Core U.S. Aggregate…	0.2%	$2.77B	27.95M	+0.1%	▲ Add	3
79	VIG Vanguard Dividend…	0.2%	$2.75B	12.81M	+1.9%	▲ Add	3
80	MCD McDonald's Corporation	0.3%	$2.74B	8.83M	+2.3%	▲ Add	3
81	AMZN Amazon.com, Inc.	2.2%	$2.74B	13.13M	+7.6%	▲ Add	3
82	V Visa Inc.	0.8%	$2.72B	9.01M	-1.9%	▼ Trim	3
83	HON Honeywell International Inc.	0.3%	$2.72B	12.03M	-5.1%	▼ Trim	3
84	KO The Coca-Cola Company	0.4%	$2.71B	35.66M	-1.4%	▼ Trim	3
85	VWO Vanguard FTSE Emerging…	0.2%	$2.69B	49.82M	+0.2%	▲ Add	3
86	JEPI JPMorgan Equity Premium…	0.2%	$2.69B	47.39M	+0.5%	▲ Add	3
87	GS The Goldman Sachs Group…	0.3%	$2.68B	3.17M	-8.7%	▼ Trim	3
88	MSFT Microsoft Corporation	2.8%	$2.66B	7.18M	+3.0%	▲ Add	3
89	CSCO Cisco Systems, Inc.	0.4%	$2.63B	33.94M	+3.2%	▲ Add	3
90	MRK Merck & Co., Inc.	0.3%	$2.62B	21.77M	+6.0%	▲ Add	3
91	JNJ Johnson & Johnson	0.7%	$2.60B	10.63M	-3.5%	▼ Trim	3
92	WMT Walmart Inc.	0.6%	$2.60B	20.91M	+1.9%	▲ Add	3
93	IWP iShares Russell Mid-Cap…	0.2%	$2.50B	19.55M	+2.6%	▲ Add	3
94	IJH iShares Core S&P Mid-Cap ETF	0.1%	$2.47B	36.62M	-0.3%	▼ Trim	3
95	AMZN Amazon.com, Inc.	2.2%	$2.46B	11.81M	+7.6%	▲ Add	3
96	MORGAN STANLEY PATHWAY FDS (未マッピング)	—	$2.45B	47.28M	—		—
97	MSFT Microsoft Corporation	2.8%	$2.42B	6.54M	+3.0%	▲ Add	3
98	VO Vanguard Morningstar…	0.1%	$2.41B	8.39M	+1.6%	▲ Add	3
99	NET Cloudflare, Inc.	0.2%	$2.40B	11.64M	-11.8%	▼ Trim	3
100	XLK State Street Technology…	0.2%	$2.39B	17.95M	+1.4%	▲ Add	3
101	BAC Bank of America Corporation	0.3%	$2.34B	47.94M	-3.6%	▼ Trim	3
102	LMT Lockheed Martin Corporation	0.2%	$2.31B	3.83M	-1.1%	▼ Trim	3
103	AMZN Amazon.com, Inc.	2.2%	$2.27B	10.92M	+7.6%	▲ Add	3
104	IUSG iShares Core S&P U.S.…	0.1%	$2.25B	14.52M	+3.9%	▲ Add	3
105	MA Mastercard Incorporated	0.5%	$2.23B	4.47M	-5.5%	▼ Trim	3
106	MA Mastercard Incorporated	0.5%	$2.22B	4.44M	-5.5%	▼ Trim	3
107	IJR iShares Core S&P Small-Cap…	0.1%	$2.21B	17.77M	+0.9%	▲ Add	3
108	COST Costco Wholesale Corporation	0.6%	$2.19B	2.19M	+3.9%	▲ Add	3
109	CRM Salesforce, Inc.	0.4%	$2.17B	11.64M	+66.6%	▲ Add	3
110	NFLX Netflix, Inc.	0.6%	$2.15B	22.31M	+16.0%	▲ Add	3
111	AVGO Broadcom Inc.	1.4%	$2.12B	6.85M	+4.1%	▲ Add	3
112	VB Vanguard Morningstar…	0.1%	$2.09B	7.98M	+2.2%	▲ Add	3
113	AXP American Express Company	0.2%	$2.09B	6.91M	-3.0%	▼ Trim	3
114	CAT Caterpillar Inc.	0.3%	$2.07B	2.92M	+6.0%	▲ Add	3
115	IBM International Business…	0.3%	$2.04B	8.40M	+32.1%	▲ Add	3
116	IAU iShares Gold Trust	0.1%	$2.02B	22.90M	-6.6%	▼ Trim	3
117	BLK BlackRock, Inc.	0.2%	$2.01B	2.09M	-2.0%	▼ Trim	3
118	PEP PepsiCo, Inc.	0.2%	$2.00B	12.85M	+6.5%	▲ Add	3
119	ABBV AbbVie Inc.	0.5%	$1.94B	8.94M	-5.1%	▼ Trim	3
120	TSM Taiwan Semiconductor…	0.3%	$1.91B	5.66M	+9.3%	▲ Add	3
121	BSV Vanguard Short-Term Bond ETF	0.1%	$1.91B	24.40M	-20.1%	▼ Trim	3
122	META Meta Platforms, Inc.	1.3%	$1.91B	3.33M	+1.4%	▲ Add	3
123	EFA iShares MSCI EAFE ETF	0.2%	$1.91B	19.62M	-5.4%	▼ Trim	3
124	UNP Union Pacific Corporation	0.2%	$1.91B	7.85M	+17.8%	▲ Add	3
125	GOOG Alphabet Inc.	1.2%	$1.85B	6.45M	-0.2%	▼ Trim	3
126	IVV iShares Core S&P 500 ETF	0.9%	$1.84B	2.81M	-2.7%	▼ Trim	3
127	WFC Wells Fargo & Company	0.2%	$1.83B	22.95M	-3.5%	▼ Trim	3
128	NVDA NVIDIA Corporation	3.6%	$1.81B	10.39M	+5.9%	▲ Add	3
129	AVGO Broadcom Inc.	1.4%	$1.80B	5.83M	+4.1%	▲ Add	3
130	TSLA Tesla, Inc.	0.9%	$1.78B	4.78M	+9.5%	▲ Add	3
131	MU Micron Technology, Inc.	0.3%	$1.76B	5.21M	+2.7%	▲ Add	3
132	TMUS T-Mobile US, Inc.	0.2%	$1.72B	8.17M	+14.3%	▲ Add	3
133	VZ Verizon Communications Inc.	0.2%	$1.72B	34.20M	+14.0%	▲ Add	3
134	UBER Uber Technologies, Inc.	0.3%	$1.71B	23.83M	-3.9%	▼ Trim	3
135	GOOGL Alphabet Inc.	2.1%	$1.70B	5.93M	-0.7%	▼ Trim	3
136	VCIT Vanguard Intermediate-Term…	0.1%	$1.69B	20.48M	+4.5%	▲ Add	3
137	QUAL iShares MSCI USA Quality…	0.1%	$1.69B	8.82M	+1.1%	▲ Add	3
138	VEU Vanguard FTSE All-World…	0.1%	$1.69B	22.46M	+11.7%	▲ Add	3
139	CVX Chevron Corporation	0.5%	$1.67B	8.08M	+1.5%	▲ Add	3
140	SPOT Spotify Technology S.A.	0.2%	$1.67B	3.45M	+27.0%	▲ Add	3
141	GOOGL Alphabet Inc.	2.1%	$1.66B	5.76M	-0.7%	▼ Trim	3
142	ORCL Oracle Corporation	0.3%	$1.65B	11.20M	+7.4%	▲ Add	3
143	SRE Sempra	0.1%	$1.64B	16.87M	+9.0%	▲ Add	3
144	EVTR Eaton Vance Total Return…	0.1%	$1.64B	32.23M	+16.4%	▲ Add	3
145	AMZN Amazon.com, Inc.	2.2%	$1.63B	7.85M	+7.6%	▲ Add	3
146	IWM iShares Russell 2000 ETF	0.4%	$1.63B	6.58M	+73.8%	▲ Add	3
147	XLF State Street Financial…	0.1%	$1.63B	32.98M	+21.6%	▲ Add	3
148	FBND Fidelity Total Bond ETF	0.1%	$1.62B	35.48M	+2.2%	▲ Add	3
149	VGSH Vanguard Short-Term…	0.1%	$1.61B	27.50M	+16.9%	▲ Add	3
150	UNH UnitedHealth Group…	0.2%	$1.58B	5.85M	-5.2%	▼ Trim	3
151	GOOG Alphabet Inc.	1.2%	$1.57B	5.47M	-0.2%	▼ Trim	3
152	SMH VanEck Semiconductor ETF	0.1%	$1.56B	4.08M	+105.6%	▲ Add	3
153	PBUS Invesco MSCI USA ETF	0.1%	$1.56B	23.87M	-25.8%	▼ Trim	3
154	CRM Salesforce, Inc.	0.4%	$1.55B	8.29M	+66.6%	▲ Add	3
155	GOOGL Alphabet Inc.	2.1%	$1.53B	5.33M	-0.7%	▼ Trim	3
156	VYM Vanguard High Dividend…	0.1%	$1.53B	10.32M	+1.5%	▲ Add	3
157	RPRX Royalty Pharma plc	0.1%	$1.53B	31.81M	-21.2%	▼ Trim	3
158	META Meta Platforms, Inc.	1.3%	$1.52B	2.66M	+1.4%	▲ Add	3
159	TSLA Tesla, Inc.	0.9%	$1.52B	4.08M	+9.5%	▲ Add	3
160	AAPL Apple Inc.	3.7%	$1.51B	5.95M	+6.1%	▲ Add	3
161	EWJ iShares MSCI Japan ETF	0.1%	$1.51B	17.85M	+1.4%	▲ Add	3
162	CSCO Cisco Systems, Inc.	0.4%	$1.49B	19.27M	+3.2%	▲ Add	3
163	XLE State Street Energy Select…	0.1%	$1.49B	24.39M	+10.8%	▲ Add	3
164	CAT Caterpillar Inc.	0.3%	$1.49B	2.11M	+6.0%	▲ Add	3
165	AVGO Broadcom Inc.	1.4%	$1.49B	4.81M	+4.1%	▲ Add	3
166	HD The Home Depot, Inc.	0.4%	$1.49B	4.52M	+1.2%	▲ Add	3
167	VCSH Vanguard Short-Term…	0.1%	$1.48B	18.66M	+5.0%	▲ Add	3
168	AMD Advanced Micro Devices, Inc.	0.3%	$1.48B	7.27M	-5.0%	▼ Trim	3
169	PM Philip Morris International…	0.2%	$1.46B	8.84M	+4.2%	▲ Add	3
170	XLV State Street Health Care…	0.1%	$1.46B	9.97M	-0.5%	▼ Trim	3
171	GE GE Aerospace	0.2%	$1.45B	5.12M	+2.5%	▲ Add	3
172	META Meta Platforms, Inc.	1.3%	$1.45B	2.53M	+1.4%	▲ Add	3
173	VGT Vanguard Information…	0.1%	$1.45B	2.07M	-1.4%	▼ Trim	3
174	MRK Merck & Co., Inc.	0.3%	$1.44B	11.98M	+6.0%	▲ Add	3
175	AMD Advanced Micro Devices, Inc.	0.3%	$1.44B	7.07M	-5.0%	▼ Trim	3
176	WMB The Williams Companies, Inc.	0.1%	$1.43B	19.63M	+0.5%	▲ Add	3
177	RDVY First Trust Rising Dividend…	0.1%	$1.42B	20.86M	+3.6%	▲ Add	3
178	HYG iShares iBoxx $ High Yield…	0.1%	$1.42B	17.88M	+44.1%	▲ Add	3
179	NOC Northrop Grumman Corporation	0.1%	$1.42B	2.08M	-1.6%	▼ Trim	3
180	PFE Pfizer Inc.	0.2%	$1.40B	49.87M	+4.0%	▲ Add	3
181	BAC Bank of America Corporation	0.3%	$1.38B	28.32M	-3.6%	▼ Trim	3
182	AMAT Applied Materials, Inc.	0.2%	$1.38B	4.04M	+3.2%	▲ Add	3
183	XLI State Street Industrial…	0.1%	$1.36B	8.43M	+13.3%	▲ Add	3
184	PG The Procter & Gamble Company	0.4%	$1.36B	9.41M	+0.8%	▲ Add	3
185	DGRO iShares Core Dividend…	0.1%	$1.36B	19.32M	0.0%	▲ Add	3
186	PLTR Palantir Technologies Inc.	0.3%	$1.35B	9.24M	+10.3%	▲ Add	3
187	LRCX Lam Research Corporation	0.2%	$1.34B	6.27M	-4.6%	▼ Trim	3
188	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$1.33B	26.57M	+10.9%	▲ Add	3
189	TJX The TJX Companies, Inc.	0.3%	$1.32B	8.27M	+0.7%	▲ Add	3
190	KO The Coca-Cola Company	0.4%	$1.32B	17.34M	-1.4%	▼ Trim	3
191	JEPQ JPMorgan Nasdaq Equity…	0.1%	$1.31B	23.59M	+4.8%	▲ Add	3
192	JMBS Janus Henderson…	0.1%	$1.29B	28.56M	+12.4%	▲ Add	3
193	TSM Taiwan Semiconductor…	0.3%	$1.29B	3.81M	+9.3%	▲ Add	3
194	EQT EQT Corporation	0.1%	$1.28B	20.17M	+15.0%	▲ Add	3
195	GEV GE Vernova Inc.	0.3%	$1.28B	1.47M	+5.2%	▲ Add	3
196	RTX RTX Corporation	0.3%	$1.28B	6.62M	+1.1%	▲ Add	3
197	C Citigroup Inc.	0.2%	$1.27B	11.17M	+3.3%	▲ Add	3
198	SPYM State Street SPDR Portfolio…	0.1%	$1.26B	16.44M	-44.1%	▼ Trim	3
199	PLTR Palantir Technologies Inc.	0.3%	$1.25B	8.58M	+10.3%	▲ Add	3
200	CEG Constellation Energy…	0.1%	$1.25B	4.46M	+10.5%	▲ Add	3
201	GOOGL Alphabet Inc.	2.1%	$1.24B	4.30M	-0.7%	▼ Trim	3
202	RSP Invesco S&P 500 Equal…	0.4%	$1.23B	6.42M	+9.0%	▲ Add	3
203	MSFT Microsoft Corporation	2.8%	$1.23B	3.32M	+3.0%	▲ Add	3
204	ORCL Oracle Corporation	0.3%	$1.22B	8.26M	+7.4%	▲ Add	3
205	AVGO Broadcom Inc.	1.4%	$1.21B	3.92M	+4.1%	▲ Add	3
206	JPM JPMorgan Chase & Co.	1.2%	$1.21B	4.12M	+3.2%	▲ Add	3
207	VT Vanguard Total World Stock…	0.1%	$1.21B	8.75M	+32.4%	▲ Add	3
208	GILD Gilead Sciences, Inc.	0.2%	$1.21B	8.67M	-0.9%	▼ Trim	3
209	KO The Coca-Cola Company	0.4%	$1.20B	15.83M	-1.4%	▼ Trim	3
210	T AT&T Inc.	0.2%	$1.20B	41.46M	-1.6%	▼ Trim	3
211	MELI MercadoLibre, Inc.	0.2%	$1.20B	694.77K	-8.3%	▼ Trim	3
212	IUSB iShares Core Universal USD…	0.1%	$1.20B	25.98M	+5.2%	▲ Add	3
213	TT Trane Technologies plc	0.1%	$1.20B	2.88M	+4.9%	▲ Add	3
214	IEMG iShares Core MSCI Emerging…	0.5%	$1.20B	17.17M	+22.8%	▲ Add	3
215	MSFT Microsoft Corporation	2.8%	$1.19B	3.23M	+3.0%	▲ Add	3
216	IWM iShares Russell 2000 ETF	0.4%	$1.19B	4.80M	+73.8%	▲ Add	3
217	PM Philip Morris International…	0.2%	$1.18B	7.15M	+4.2%	▲ Add	3
218	LIN Linde plc	0.2%	$1.18B	2.38M	+3.8%	▲ Add	3
219	XBI State Street SPDR S&P…	0.1%	$1.18B	9.25M	+7.3%	▲ Add	3
220	META Meta Platforms, Inc.	1.3%	$1.18B	2.06M	+1.4%	▲ Add	3
221	DIS The Walt Disney Company	0.2%	$1.18B	12.20M	-4.7%	▼ Trim	3
222	ROIV Roivant Sciences Ltd.	0.1%	$1.17B	42.37M	-11.2%	▼ Trim	3
223	IWS iShares Russell Mid-Cap…	0.1%	$1.17B	8.04M	-0.1%	▼ Trim	3
224	AMAT Applied Materials, Inc.	0.2%	$1.17B	3.42M	+3.2%	▲ Add	3
225	GS The Goldman Sachs Group…	0.3%	$1.17B	1.38M	-8.7%	▼ Trim	3
226	KLAC KLA Corporation	0.2%	$1.16B	788.82K	+2.3%	▲ Add	3
227	GE GE Aerospace	0.2%	$1.16B	4.09M	+2.5%	▲ Add	3
228	GOOG Alphabet Inc.	1.2%	$1.15B	4.00M	-0.2%	▼ Trim	3
229	CGGR Capital Group Growth ETF	0.1%	$1.15B	28.51M	+10.7%	▲ Add	3
230	IEFA iShares Core MSCI EAFE ETF	0.6%	$1.14B	12.63M	+0.3%	▲ Add	3
231	AEP American Electric Power…	0.1%	$1.14B	8.72M	-1.2%	▼ Trim	3
232	DE Deere & Company	0.1%	$1.14B	2.03M	0.0%	▼ Trim	3
233	MU Micron Technology, Inc.	0.3%	$1.14B	3.37M	+2.7%	▲ Add	3
234	TSLA Tesla, Inc.	0.9%	$1.14B	3.05M	+9.5%	▲ Add	3
235	QQQ Invesco QQQ Trust, Series 1	0.7%	$1.13B	1.95M	+34.2%	▲ Add	3
236	NFLX Netflix, Inc.	0.6%	$1.12B	11.69M	+16.0%	▲ Add	3
237	SHOP Shopify Inc.	0.2%	$1.12B	9.44M	-6.6%	▼ Trim	3
238	CGDV Capital Group Dividend…	0.1%	$1.11B	26.16M	+14.7%	▲ Add	3
239	META Meta Platforms, Inc.	1.3%	$1.11B	1.94M	+1.4%	▲ Add	3
240	VGIT Vanguard Intermediate-Term…	0.1%	$1.10B	18.55M	+2.5%	▲ Add	3
241	GOOG Alphabet Inc.	1.2%	$1.09B	3.82M	-0.2%	▼ Trim	3
242	TJX The TJX Companies, Inc.	0.3%	$1.09B	6.85M	+0.7%	▲ Add	3
243	JPM JPMorgan Chase & Co.	1.2%	$1.09B	3.71M	+3.2%	▲ Add	3
244	SHY iShares 1-3 Year Treasury…	0.1%	$1.09B	13.16M	-15.4%	▼ Trim	3
245	V Visa Inc.	0.8%	$1.08B	3.59M	-1.9%	▼ Trim	3
246	IDEV iShares Core MSCI…	0.1%	$1.08B	12.95M	+10.0%	▲ Add	3
247	AMZN Amazon.com, Inc.	2.2%	$1.07B	5.15M	+7.6%	▲ Add	3
248	LNG Cheniere Energy, Inc.	0.1%	$1.07B	3.76M	-20.0%	▼ Trim	3
249	VONG Vanguard Russell 1000…	0.1%	$1.07B	9.71M	+12.5%	▲ Add	3
250	BRK-B Berkshire Hathaway Inc.	0.8%	$1.06B	2.22M	+2.2%	▲ Add	3
251	VXUS Vanguard Total…	0.1%	$1.06B	13.78M	-14.8%	▼ Trim	3
252	AMGN Amgen Inc.	0.3%	$1.06B	3.01M	+0.6%	▲ Add	3
253	JAAA Janus Henderson AAA CLO ETF	0.1%	$1.05B	20.84M	+1.1%	▲ Add	3
254	MCD McDonald's Corporation	0.3%	$1.05B	3.37M	+2.3%	▲ Add	3
255	UNH UnitedHealth Group…	0.2%	$1.04B	3.85M	-5.2%	▼ Trim	3
256	LLY Eli Lilly and Company	0.9%	$1.04B	1.13M	-1.0%	▼ Trim	3
257	VRT Vertiv Holdings Co	0.1%	$1.04B	4.15M	+4.9%	▲ Add	3
258	CRM Salesforce, Inc.	0.4%	$1.04B	5.57M	+66.6%	▲ Add	3
259	PH Parker-Hannifin Corporation	0.1%	$1.04B	1.16M	+19.8%	▲ Add	3
260	GOOG Alphabet Inc.	1.2%	$1.04B	3.62M	-0.2%	▼ Trim	3
261	IWR iShares Russell Mid-Cap ETF	0.1%	$1.02B	10.49M	+1.8%	▲ Add	3
262	DASH DoorDash, Inc.	0.1%	$1.02B	6.76M	-17.3%	▼ Trim	3
263	GD General Dynamics Corporation	0.1%	$1.01B	2.94M	-0.6%	▼ Trim	3
264	DYNF iShares U.S. Equity Factor…	0.1%	$1.01B	17.36M	+4.8%	▲ Add	3
265	IUSV iShares Core S&P U.S. Value…	0.1%	$1.01B	9.84M	+1.4%	▲ Add	3
266	MBB iShares MBS ETF	0.1%	$1.00B	10.54M	+9.5%	▲ Add	3
267	DIA State Street SPDR Dow Jones…	0.1%	$999.38M	2.16M	+23.9%	▲ Add	3
268	IBM International Business…	0.3%	$993.27M	4.10M	+32.1%	▲ Add	3
269	QXO QXO, Inc.	0.1%	$981.71M	50.55M	+10.9%	▲ Add	3
270	SHW The Sherwin-Williams Company	0.1%	$979.76M	3.06M	-1.9%	▼ Trim	3
271	DVY iShares Select Dividend ETF	0.1%	$979.23M	6.47M	+0.2%	▲ Add	3
272	ABT Abbott Laboratories	0.2%	$978.81M	9.53M	-18.0%	▼ Trim	3
273	WFC Wells Fargo & Company	0.2%	$972.81M	12.22M	-3.5%	▼ Trim	3
274	ACWI iShares MSCI ACWI ETF	0.1%	$972.39M	7.03M	+27.0%	▲ Add	3
275	ASML ASML Holding N.V.	0.1%	$968.25M	733.06K	+4.8%	▲ Add	3
276	VGK Vanguard FTSE Europe ETF	0.1%	$966.13M	11.72M	+7.1%	▲ Add	3
277	CL Colgate-Palmolive Company	0.1%	$965.39M	11.33M	+8.5%	▲ Add	3
278	NOBL ProShares - S&P 500…	0.1%	$959.26M	9.05M	-4.6%	▼ Trim	3
279	WMT Walmart Inc.	0.6%	$957.15M	7.70M	+1.9%	▲ Add	3
280	SYK Stryker Corporation	0.1%	$952.47M	2.90M	+0.8%	▲ Add	3
281	T AT&T Inc.	0.2%	$947.30M	32.68M	-1.6%	▼ Trim	3
282	AON Aon plc	0.1%	$945.00M	2.93M	+14.4%	▲ Add	3
283	ICE Intercontinental Exchange…	0.1%	$941.84M	5.99M	-8.7%	▼ Trim	3
284	QQQM Invesco NASDAQ 100 ETF	0.1%	$941.64M	3.96M	-5.3%	▼ Trim	3
285	NEE NextEra Energy, Inc.	0.4%	$940.12M	10.12M	-1.1%	▼ Trim	3
286	FPE First Trust Preferred…	0.1%	$936.20M	52.74M	-0.9%	▼ Trim	3
287	SPYG State Street SPDR Portfolio…	0.1%	$932.74M	9.53M	-41.2%	▼ Trim	3
288	MDT Medtronic plc	0.1%	$931.18M	10.75M	+2.5%	▲ Add	3
289	SPGI S&P Global Inc.	0.2%	$929.67M	2.19M	-5.1%	▼ Trim	3
290	XLU State Street Utilities…	0.1%	$929.63M	20.26M	+7.7%	▲ Add	3
291	JPM JPMorgan Chase & Co.	1.2%	$922.56M	3.14M	+3.2%	▲ Add	3
292	LOW Lowe's Companies, Inc.	0.2%	$921.97M	3.90M	+2.5%	▲ Add	3
293	COWZ Pacer US Cash Cows 100 ETF	0.1%	$913.22M	14.60M	-4.4%	▼ Trim	3
294	KRE State Street SPDR S&P…	0.1%	$912.82M	14.01M	+16.8%	▲ Add	3
295	ITOT iShares Core S&P Total U.S.…	0.1%	$909.98M	6.39M	-6.4%	▼ Trim	3
296	SLB Slb N.V.	0.1%	$909.49M	17.70M	+8.3%	▲ Add	3
297	AXP American Express Company	0.2%	$908.96M	3.01M	-3.0%	▼ Trim	3
298	MINT PIMCO Enhanced Short…	0.1%	$907.94M	9.03M	+1.1%	▲ Add	3
299	IBM International Business…	0.3%	$905.67M	3.74M	+32.1%	▲ Add	3
300	UBER Uber Technologies, Inc.	0.3%	$899.80M	12.51M	-3.9%	▼ Trim	3
301	VLO Valero Energy Corporation	0.1%	$897.94M	3.63M	-2.4%	▼ Trim	3
302	IYW iShares U.S. Technology ETF	0.1%	$888.50M	4.90M	-12.9%	▼ Trim	3
303	META Meta Platforms, Inc.	1.3%	$882.00M	1.54M	+1.4%	▲ Add	3
304	MGK Vanguard Morningstar Mega…	0.1%	$881.48M	2.40M	-3.8%	▼ Trim	3
305	PEP PepsiCo, Inc.	0.2%	$878.90M	5.66M	+6.5%	▲ Add	3
306	APP AppLovin Corporation	0.1%	$877.02M	2.20M	+0.8%	▲ Add	3
307	WT WisdomTree, Inc.	0.2%	$875.15M	17.38M	+4.7%	▲ Add	3
308	VOE Vanguard Morningstar…	0.1%	$873.08M	4.74M	+0.2%	▲ Add	3
309	ETN Eaton Corporation plc	0.3%	$873.03M	2.44M	+1.0%	▲ Add	3
310	EEM iShares MSCI Emerging…	0.1%	$872.71M	15.37M	+8.9%	▲ Add	3
311	XONA.DE Exxon Mobil Corporation	0.7%	$866.93M	5.11M	-3.7%	▼ Trim	3
312	BRK-B Berkshire Hathaway Inc.	0.8%	$864.37M	1.80M	+2.2%	▲ Add	3
313	APH Amphenol Corporation	0.1%	$863.89M	6.84M	-3.7%	▼ Trim	3
314	PULS PGIM Ultra Short Bond ETF	0.1%	$861.14M	17.40M	+5.1%	▲ Add	3
315	ABT Abbott Laboratories	0.2%	$859.53M	8.37M	-18.0%	▼ Trim	3
316	VXF Vanguard Extended Market ETF	0.1%	$855.52M	4.16M	+7.3%	▲ Add	3
317	ISRG Intuitive Surgical, Inc.	0.2%	$854.68M	1.85M	+5.5%	▲ Add	3
318	SPOT Spotify Technology S.A.	0.2%	$852.46M	1.76M	+27.0%	▲ Add	3
319	FVD First Trust Value Line…	0.1%	$851.92M	18.11M	-5.0%	▼ Trim	3
320	USMV iShares MSCI USA Min Vol…	0.1%	$851.48M	9.18M	-16.3%	▼ Trim	3
321	FTSM First Trust Enhanced Short…	0.1%	$848.93M	14.20M	+12.0%	▲ Add	3
322	EFV iShares MSCI EAFE Value ETF	0.1%	$847.73M	11.40M	-0.1%	▼ Trim	3
323	INTU Intuit Inc.	0.1%	$846.94M	1.96M	+11.5%	▲ Add	3
324	USB U.S. Bancorp	0.1%	$845.35M	16.25M	+8.2%	▲ Add	3
325	MS Morgan Stanley	0.1%	$843.50M	5.13M	+0.5%	▲ Add	3
326	UBER Uber Technologies, Inc.	0.3%	$842.27M	11.71M	-3.9%	▼ Trim	3
327	PLD Prologis, Inc.	0.1%	$837.66M	6.34M	-2.4%	▼ Trim	3
328	CIBR First Trust Nasdaq…	0.1%	$836.12M	13.34M	-0.9%	▼ Trim	3
329	NVDA NVIDIA Corporation	3.6%	$831.74M	4.77M	+5.9%	▲ Add	3
330	RBLX Roblox Corporation	0.1%	$831.58M	14.70M	+11.3%	▲ Add	3
331	SGOV iShares 0-3 Month Treasury…	0.1%	$830.80M	8.25M	+5.0%	▲ Add	3
332	GLW Corning Inc	0.1%	$829.91M	6.10M	+3.0%	▲ Add	3
333	LRCX Lam Research Corporation	0.2%	$825.98M	3.87M	-4.6%	▼ Trim	3
334	VBR Vanguard Morningstar…	0.1%	$824.61M	3.80M	+1.2%	▲ Add	3
335	CMI Cummins Inc.	0.1%	$823.73M	1.53M	-5.2%	▼ Trim	3
336	STX Seagate Technology Holdings…	0.1%	$821.87M	2.10M	-10.5%	▼ Trim	3
337	CME CME Group Inc.	0.2%	$814.03M	2.76M	+12.5%	▲ Add	3
338	AMLP Alerian MLP ETF	0.1%	$811.78M	15.42M	+9.8%	▲ Add	3
339	LLY Eli Lilly and Company	0.9%	$811.01M	881.75K	-1.0%	▼ Trim	3
340	ISRG Intuitive Surgical, Inc.	0.2%	$807.80M	1.75M	+5.5%	▲ Add	3
341	BE Bloom Energy Corporation	0.1%	$806.61M	5.95M	-18.3%	▼ Trim	3
342	ACN Accenture plc	0.1%	$806.42M	4.07M	+51.6%	▲ Add	3
343	GILD Gilead Sciences, Inc.	0.2%	$806.24M	5.78M	-0.9%	▼ Trim	3
344	COST Costco Wholesale Corporation	0.6%	$805.40M	808.28K	+3.9%	▲ Add	3
345	MUB iShares National Muni Bond…	0.1%	$803.70M	7.57M	+7.4%	▲ Add	3
346	COP ConocoPhillips	0.1%	$801.32M	6.07M	+12.5%	▲ Add	3
347	SCHD Schwab U.S. Dividend Equity…	0.0%	$800.00M	26.08M	+1.9%	▲ Add	3
348	PG The Procter & Gamble Company	0.4%	$798.77M	5.53M	+0.8%	▲ Add	3
349	XONA.DE Exxon Mobil Corporation	0.7%	$797.99M	4.70M	-3.7%	▼ Trim	3
350	MLPX Global X - MLP & Energy…	0.0%	$797.86M	10.79M	+0.4%	▲ Add	3
351	VV Vanguard Morningstar…	0.0%	$795.92M	2.66M	-1.2%	▼ Trim	3
352	IXUS iShares Core MSCI Total…	0.1%	$794.62M	9.17M	+33.8%	▲ Add	3
353	MSFT Microsoft Corporation	2.8%	$793.91M	2.14M	+3.0%	▲ Add	3
354	TMO Thermo Fisher Scientific…	0.3%	$793.07M	1.61M	-8.7%	▼ Trim	3
355	VEA Vanguard FTSE Developed…	0.3%	$791.85M	12.36M	-6.5%	▼ Trim	3
356	BA The Boeing Company	0.1%	$789.84M	3.97M	-0.5%	▼ Trim	3
357	WT WisdomTree, Inc.	0.2%	$788.50M	8.98M	+4.7%	▲ Add	3
358	EMLP First Trust North American…	0.0%	$788.11M	18.05M	-1.9%	▼ Trim	3
359	JNJ Johnson & Johnson	0.7%	$786.98M	3.22M	-3.5%	▼ Trim	3
360	ECL Ecolab Inc.	0.1%	$785.90M	2.95M	-1.2%	▼ Trim	3
361	ADI Analog Devices, Inc.	0.2%	$785.19M	2.47M	-21.0%	▼ Trim	3
362	VST Vistra Corp.	0.1%	$784.24M	5.22M	+4.3%	▲ Add	3
363	IJK iShares S&P Mid-Cap 400…	0.0%	$780.65M	7.76M	+7.9%	▲ Add	3
364	CRWD CrowdStrike Holdings, Inc.	0.2%	$780.33M	2.00M	+5.5%	▲ Add	3
365	TSLA Tesla, Inc.	0.9%	$779.33M	2.10M	+9.5%	▲ Add	3
366	AFRM Affirm Holdings, Inc.	0.1%	$773.66M	16.88M	-5.6%	▼ Trim	3
367	SPGI S&P Global Inc.	0.2%	$771.32M	1.81M	-5.1%	▼ Trim	3
368	VNQ Vanguard Real Estate ETF	0.1%	$768.26M	8.66M	-1.1%	▼ Trim	3
369	SHY iShares 1-3 Year Treasury…	0.1%	$768.02M	9.30M	-15.4%	▼ Trim	3
370	V Visa Inc.	0.8%	$767.31M	2.54M	-1.9%	▼ Trim	3
371	MU Micron Technology, Inc.	0.3%	$767.24M	2.27M	+2.7%	▲ Add	3
372	TSLA Tesla, Inc.	0.9%	$766.24M	2.06M	+9.5%	▲ Add	3
373	IEF iShares 7-10 Year Treasury…	0.1%	$765.37M	8.02M	-25.0%	▼ Trim	3
374	ET Energy Transfer LP	0.1%	$765.02M	39.64M	+1.3%	▲ Add	3
375	LMBS First Trust Low Duration…	0.0%	$764.71M	15.35M	+8.5%	▲ Add	3
376	VOT Vanguard Morningstar…	0.0%	$764.53M	2.97M	+0.3%	▲ Add	3
377	ASML ASML Holding N.V.	0.1%	$762.84M	577.55K	+4.8%	▲ Add	3
378	C Citigroup Inc.	0.2%	$762.78M	6.73M	+3.3%	▲ Add	3
379	LQD iShares iBoxx $ Investment…	0.1%	$761.60M	6.99M	+24.0%	▲ Add	3
380	SPOT Spotify Technology S.A.	0.2%	$758.59M	1.56M	+27.0%	▲ Add	3
381	XLC State Street Communication…	0.1%	$752.19M	6.79M	-2.5%	▼ Trim	3
382	CME CME Group Inc.	0.2%	$752.16M	2.55M	+12.5%	▲ Add	3
383	TXN Texas Instruments…	0.1%	$751.77M	3.87M	-3.3%	▼ Trim	3
384	IWN iShares Russell 2000 Value…	0.1%	$746.52M	3.94M	+2.1%	▲ Add	3
385	MCK McKesson Corporation	0.1%	$745.42M	861.40K	-3.8%	▼ Trim	3
386	XLF State Street Financial…	0.1%	$745.38M	15.10M	+21.6%	▲ Add	3
387	FCX Freeport-McMoRan Inc.	0.1%	$743.75M	12.65M	-23.4%	▼ Trim	3
388	VTWO Vanguard Russell 2000 ETF	0.1%	$741.52M	7.40M	+1.4%	▲ Add	3
389	DHR Danaher Corporation	0.1%	$739.63M	3.90M	+5.3%	▲ Add	3
390	AVGO Broadcom Inc.	1.4%	$739.43M	2.39M	+4.1%	▲ Add	3
391	SDVY First Trust SMID Cap Rising…	0.0%	$732.37M	18.57M	+3.5%	▲ Add	3
392	XLY State Street Consumer…	0.1%	$729.30M	6.69M	+10.3%	▲ Add	3
393	VZ Verizon Communications Inc.	0.2%	$728.75M	14.52M	+14.0%	▲ Add	3
394	AMGN Amgen Inc.	0.3%	$719.47M	2.04M	+0.6%	▲ Add	3
395	JPM JPMorgan Chase & Co.	1.2%	$717.73M	2.44M	+3.2%	▲ Add	3
396	INTC Intel Corp.	0.1%	$716.71M	16.24M	-17.3%	▼ Trim	3
397	AMZN Amazon.com, Inc.	2.2%	$714.96M	3.43M	+7.6%	▲ Add	3
398	WDC Western Digital Corporation	0.1%	$712.66M	2.63M	-11.2%	▼ Trim	3
399	NFLX Netflix, Inc.	0.6%	$710.07M	7.39M	+16.0%	▲ Add	3
400	COST Costco Wholesale Corporation	0.6%	$709.94M	712.48K	+3.9%	▲ Add	3
401	SPGI S&P Global Inc.	0.2%	$706.57M	1.66M	-5.1%	▼ Trim	3
402	LOW Lowe's Companies, Inc.	0.2%	$706.38M	2.99M	+2.5%	▲ Add	3
403	SDY State Street SPDR S&P…	0.0%	$704.74M	4.83M	+0.2%	▲ Add	3
404	CRM Salesforce, Inc.	0.4%	$704.25M	3.77M	+66.6%	▲ Add	3
405	DE Deere & Company	0.1%	$703.49M	1.25M	0.0%	▼ Trim	3
406	JNJ Johnson & Johnson	0.7%	$703.32M	2.88M	-3.5%	▼ Trim	3
407	AMD Advanced Micro Devices, Inc.	0.3%	$702.55M	3.45M	-5.0%	▼ Trim	3
408	LQD iShares iBoxx $ Investment…	0.1%	$701.32M	6.43M	+24.0%	▲ Add	3
409	UNP Union Pacific Corporation	0.2%	$699.87M	2.88M	+17.8%	▲ Add	3
410	GSLC Goldman Sachs ActiveBeta…	0.0%	$694.26M	5.55M	-0.1%	▼ Trim	3
411	AMT American Tower Corporation	0.1%	$694.04M	4.02M	-2.3%	▼ Trim	3
412	ANET Arista Networks, Inc.	0.1%	$686.90M	5.59M	+1.8%	▲ Add	3
413	SCHW The Charles Schwab…	0.1%	$686.82M	7.31M	-5.2%	▼ Trim	3
414	IWO iShares Russell 2000 Growth…	0.1%	$683.38M	2.18M	+5.1%	▲ Add	3
415	ADI Analog Devices, Inc.	0.2%	$682.41M	2.14M	-21.0%	▼ Trim	3
416	QCOM QUALCOMM Incorporated	0.2%	$680.36M	5.28M	+7.4%	▲ Add	3
417	LIN Linde plc	0.2%	$677.37M	1.37M	+3.8%	▲ Add	3
418	NOW ServiceNow, Inc.	0.1%	$676.91M	6.47M	+2.7%	▲ Add	3
419	MU Micron Technology, Inc.	0.3%	$674.92M	2.00M	+2.7%	▲ Add	3
420	SBUX Starbucks Corporation	0.1%	$672.82M	7.51M	+16.9%	▲ Add	3
421	META Meta Platforms, Inc.	1.3%	$666.22M	1.16M	+1.4%	▲ Add	3
422	BLK BlackRock, Inc.	0.2%	$665.96M	692.48K	-2.0%	▼ Trim	3
423	HON Honeywell International Inc.	0.3%	$665.66M	2.94M	-5.1%	▼ Trim	3
424	AMZN Amazon.com, Inc.	2.2%	$662.48M	3.18M	+7.6%	▲ Add	3
425	MTUM iShares MSCI USA Momentum…	0.0%	$659.07M	2.75M	+8.0%	▲ Add	3
426	VCLT Vanguard Long-Term…	0.1%	$658.54M	8.81M	+124.4%	▲ Add	3
427	PVAL Putnam Focused Large Cap…	0.0%	$654.77M	14.11M	+47.6%	▲ Add	3
428	WELL Welltower Inc.	0.1%	$654.49M	3.31M	-10.1%	▼ Trim	3
429	AIRR First Trust RBA American…	0.0%	$653.28M	5.90M	+11.8%	▲ Add	3
430	AZO AutoZone, Inc.	0.1%	$649.79M	192.37K	-9.5%	▼ Trim	3
431	FXI iShares China Large-Cap ETF	0.1%	$647.56M	18.04M	-16.7%	▼ Trim	3
432	QCOM QUALCOMM Incorporated	0.2%	$643.97M	5.00M	+7.4%	▲ Add	3
433	PGR The Progressive Corporation	0.1%	$643.53M	3.25M	-6.8%	▼ Trim	3
434	AVEM Avantis Emerging Markets…	0.0%	$643.50M	7.99M	+41.1%	▲ Add	3
435	BIV Vanguard Intermediate-Term…	0.0%	$642.62M	8.33M	+11.4%	▲ Add	3
436	CB Chubb Limited	0.1%	$639.61M	1.96M	-2.6%	▼ Trim	3
437	ANET Arista Networks, Inc.	0.1%	$636.88M	5.19M	+1.8%	▲ Add	3
438	IVV iShares Core S&P 500 ETF	0.9%	$636.32M	974.15K	-2.7%	▼ Trim	3
439	BKNG Booking Holdings Inc.	0.1%	$635.58M	150.96K	-9.6%	▼ Trim	3
440	MELI MercadoLibre, Inc.	0.2%	$634.21M	366.80K	-8.3%	▼ Trim	3
441	SNPS Synopsys, Inc.	0.1%	$631.49M	1.59M	-14.4%	▼ Trim	3
442	SLV iShares Silver Trust	0.1%	$629.43M	9.24M	-32.4%	▼ Trim	3
443	GOVT iShares U.S. Treasury Bond…	0.1%	$628.92M	27.45M	+26.1%	▲ Add	3
444	IWB iShares Russell 1000 ETF	0.0%	$628.29M	1.76M	-2.9%	▼ Trim	3
445	BRK-B Berkshire Hathaway Inc.	0.8%	$627.52M	1.31M	+2.2%	▲ Add	3
446	INTU Intuit Inc.	0.1%	$626.54M	1.45M	+11.5%	▲ Add	3
447	WMT Walmart Inc.	0.6%	$625.81M	5.04M	+1.9%	▲ Add	3
448	RSG Republic Services, Inc.	0.1%	$624.43M	2.85M	-5.9%	▼ Trim	3
449	COP ConocoPhillips	0.1%	$622.20M	4.71M	+12.5%	▲ Add	3
450	PH Parker-Hannifin Corporation	0.1%	$621.39M	694.11K	+19.8%	▲ Add	3
451	EMR Emerson Electric Co.	0.1%	$621.21M	4.74M	-1.3%	▼ Trim	3
452	TMO Thermo Fisher Scientific…	0.3%	$618.39M	1.26M	-8.7%	▼ Trim	3
453	BRK-B Berkshire Hathaway Inc.	0.8%	$618.03M	1.29M	+2.2%	▲ Add	3
454	MCK McKesson Corporation	0.1%	$616.78M	712.74K	-3.8%	▼ Trim	3
455	JNJ Johnson & Johnson	0.7%	$616.69M	2.52M	-3.5%	▼ Trim	3
456	SLB Slb N.V.	0.1%	$616.48M	12.00M	+8.3%	▲ Add	3
457	STE STERIS plc	0.1%	$615.61M	2.78M	+14.4%	▲ Add	3
458	MSTR Strategy Inc	0.1%	$614.84M	4.93M	-1.0%	▼ Trim	3
459	SHV iShares Trust iShares 0-1…	0.0%	$614.61M	5.57M	-6.0%	▼ Trim	3
460	GOOGL Alphabet Inc.	2.1%	$614.41M	2.14M	-0.7%	▼ Trim	3
461	PLTR Palantir Technologies Inc.	0.3%	$612.26M	4.19M	+10.3%	▲ Add	3
462	GDX VanEck Gold Miners ETF	0.1%	$606.53M	6.61M	-11.3%	▼ Trim	3
463	VYMI Vanguard International High…	0.0%	$606.44M	6.44M	+14.6%	▲ Add	3
464	PANW Palo Alto Networks, Inc.	0.3%	$605.21M	3.78M	+6.1%	▲ Add	3
465	SUB iShares Short-Term National…	0.0%	$602.81M	5.66M	+4.3%	▲ Add	3
466	CB Chubb Limited	0.1%	$602.48M	1.85M	-2.6%	▼ Trim	3
467	VGLT Vanguard Long-Term Treasury…	0.0%	$602.08M	10.88M	+8.9%	▲ Add	3
468	MDLN Medline Inc.	0.0%	$598.55M	13.45M	+3.6%	▲ Add	2
469	NOC Northrop Grumman Corporation	0.1%	$596.39M	874.16K	-1.6%	▼ Trim	3
470	ZTS Zoetis Inc.	0.1%	$595.80M	5.04M	-8.5%	▼ Trim	3
471	MPC Marathon Petroleum…	0.1%	$593.50M	2.43M	-0.2%	▼ Trim	3
472	ROK Rockwell Automation, Inc.	0.1%	$593.49M	1.65M	-3.4%	▼ Trim	3
473	NOW ServiceNow, Inc.	0.1%	$591.89M	5.66M	+2.7%	▲ Add	3
474	TLT iShares 20+ Year Treasury…	0.1%	$590.76M	6.81M	-41.8%	▼ Trim	3
475	UBER Uber Technologies, Inc.	0.3%	$588.94M	8.19M	-3.9%	▼ Trim	3
476	DIA State Street SPDR Dow Jones…	0.1%	$587.82M	1.27M	+23.9%	▲ Add	3
477	AZN AstraZeneca PLC	0.1%	$584.29M	2.96M	+0.4% ✂	▲ Add	3
478	SBUX Starbucks Corporation	0.1%	$582.64M	6.50M	+16.9%	▲ Add	3
479	MOAT VanEck Morningstar Wide…	0.0%	$582.15M	6.02M	-5.9%	▼ Trim	3
480	VBK Vanguard Morningstar…	0.0%	$581.99M	1.93M	+2.9%	▲ Add	3
481	NVDA NVIDIA Corporation	3.6%	$581.05M	3.33M	+5.9%	▲ Add	3
482	GLW Corning Inc	0.1%	$579.55M	4.26M	+3.0%	▲ Add	3
483	VZ Verizon Communications Inc.	0.2%	$577.43M	11.50M	+14.0%	▲ Add	3
484	OTIS Otis Worldwide Corporation	0.1%	$576.71M	7.48M	+2.2%	▲ Add	3
485	TMUS T-Mobile US, Inc.	0.2%	$573.52M	2.73M	+14.3%	▲ Add	3
486	AUR Aurora Innovation, Inc.	0.0%	$573.21M	139.13M	+8.3%	▲ Add	3
487	VRTX Vertex Pharmaceuticals…	0.1%	$569.52M	1.28M	+2.2%	▲ Add	3
488	SYK Stryker Corporation	0.1%	$569.48M	1.73M	+0.8%	▲ Add	3
489	GLDM SPDR Gold MiniShares Trust	0.0%	$568.22M	6.13M	-16.6%	▼ Trim	3
490	SPDW State Street SPDR Portfolio…	0.0%	$567.23M	12.43M	+38.3%	▲ Add	3
491	HWM Howmet Aerospace Inc.	0.1%	$566.91M	2.46M	+7.2%	▲ Add	3
492	CSCO Cisco Systems, Inc.	0.4%	$564.81M	7.28M	+3.2%	▲ Add	3
493	DIS The Walt Disney Company	0.2%	$564.16M	5.85M	-4.7%	▼ Trim	3
494	COF Capital One Financial…	0.1%	$563.50M	3.09M	+2.9%	▲ Add	3
495	CPNG Coupang, Inc.	0.1%	$563.36M	29.84M	-4.6%	▼ Trim	3
496	LLY Eli Lilly and Company	0.9%	$556.51M	605.06K	-1.0%	▼ Trim	3
497	XONA.DE Exxon Mobil Corporation	0.7%	$556.09M	3.28M	-3.7%	▼ Trim	3
498	GS The Goldman Sachs Group…	0.3%	$556.08M	657.31K	-8.7%	▼ Trim	3
499	DELL Dell Technologies Inc.	0.1%	$555.56M	3.38M	-44.1%	▼ Trim	3
500	EEM iShares MSCI Emerging…	0.1%	$555.21M	9.78M	+8.9%	▲ Add	3

普通株（SH）ポジションのみ。オプション行はオプションタブに表示され、ネットアウトはされない。✂ = 分割調整済み前回株数との比較で算出した変化。「Held N+」= 当社データウィンドウ内の全四半期で保有、実際の保有期間はさらに長い可能性あり。

有価証券	株数	前期	変化	時価	ウェイト
SUNB Sunbelt Rentals…	2.81M	—	新規	$183.07M	0.0%
BLCR iShares Large Cap Core…	3.73M	—	新規	$153.30M	0.0%
PNFP Pinnacle Financial…	1.63M	—	新規	$140.19M	0.0%
INDV Indivior…	3.51M	—	新規	$106.86M	0.0%
LMUB iShares Long-Term…	1.41M	—	新規	$70.36M	0.0%
VSNT Versant Media Group…	1.80M	—	新規	$66.78M	0.0%
TGRT	1.01M	—	新規	$39.77M	0.0%
SCIO	1.24M	—	新規	$25.65M	0.0%
EQPT EquipmentShare.com Inc.	1.23M	—	新規	$25.11M	0.0%
EFAA	469.13K	—	新規	$24.74M	0.0%
RSPA	406.03K	—	新規	$20.30M	0.0%
FTW	1.72M	—	新規	$18.93M	0.0%
MDA MDA Space Ltd	724.92K	—	新規	$18.36M	0.0%
AGIX	550.30K	—	新規	$18.03M	0.0%
TAGG	389.81K	—	新規	$16.61M	0.0%
SATA Strive Inc. Perp. Pfd.…	1.51M	—	新規	$15.16M	0.0%
ATAI Atai Beckley Inc.	3.85M	—	新規	$13.64M	0.0%
FPS Forgent Power…	322.52K	—	新規	$9.44M	0.0%
SNXX	239.37K	—	新規	$8.72M	0.0%
QQA	167.92K	—	新規	$8.38M	0.0%
DFTX Definium Therapeutics…	438.57K	—	新規	$8.29M	0.0%
NOVTU	154.00K	—	新規	$8.26M	0.0%
PPLC	158.50K	—	新規	$8.13M	0.0%
FEOE	142.32K	—	新規	$7.18M	0.0%
HSLV	1.08M	—	新規	$6.35M	0.0%
YSS York Space Systems, Inc.	283.66K	—	新規	$6.29M	0.0%
BOBS	423.16K	—	新規	$4.97M	0.0%
TEMD	200.00K	—	新規	$4.93M	0.0%
GSOL	768.30K	—	新規	$4.71M	0.0%
GENB	337.30K	—	新規	$4.22M	0.0%
PAYP PayPay Corporation	157.76K	—	新規	$3.37M	0.0%
MANE Veradermics…	51.69K	—	新規	$3.26M	0.0%
SCZMD	317.51K	—	新規	$2.72M	0.0%
MDST	87.88K	—	新規	$2.51M	0.0%
JAN Janus Living, Inc.	104.64K	—	新規	$2.47M	0.0%
GGR	691.34K	—	新規	$2.41M	0.0%
INFQ Infleqtion Inc	225.31K	—	新規	$2.21M	0.0%
RNA	165.04K	—	新規	$2.21M	0.0%
NRES	55.84K	—	新規	$1.95M	0.0%
APC	77.47K	—	新規	$1.39M	0.0%
BKMI BNY Mellon Municipal…	51.33K	—	新規	$1.34M	0.0%
MWH	44.04K	—	新規	$1.32M	0.0%
MBBA	22.57K	—	新規	$1.12M	0.0%
PNI	157.87K	—	新規	$1.08M	0.0%
IALT iShares Systematic…	37.56K	—	新規	$1.02M	0.0%
AGBK	100.00K	—	新規	$727,000	0.0%
MAKO	103.24K	—	新規	$659,704	0.0%
MMED MiniMed Group, Inc.…	43.14K	—	新規	$643,624	0.0%
RSHO	12.57K	—	新規	$625,834	0.0%
LIFE	49.41K	—	新規	$551,932	0.0%
AKTS	30.72K	—	新規	$549,634	0.0%
HBTA	19.11K	—	新規	$511,827	0.0%
FWDI	109.79K	—	新規	$486,352	0.0%
VMET	48.02K	—	新規	$456,690	0.0%
MINE	125.09K	—	新規	$387,160	0.0%
BKMS	12.02K	—	新規	$306,665	0.0%
BTGO	36.69K	—	新規	$301,925	0.0%
VSECU	6.00K	—	新規	$301,800	0.0%
OFRM	15.71K	—	新規	$256,859	0.0%
SECU	4.38K	—	新規	$218,385	0.0%
BCPL	8.76K	—	新規	$217,302	0.0%
BMOP BNY Mellon Municipal…	8.44K	—	新規	$207,951	0.0%
SWMR	4.05K	—	新規	$191,113	0.0%
EIKN	15.27K	—	新規	$161,588	0.0%
LFS	56.57K	—	新規	$146,514	0.0%
ALOY	14.67K	—	新規	$143,199	0.0%
PPHC	9.62K	—	新規	$125,843	0.0%
MSLE	21.18K	—	新規	$119,260	0.0%
QETH	5.59K	—	新規	$116,768	0.0%
SGP	4.18K	—	新規	$108,278	0.0%
BASG	4.71K	—	新規	$106,966	0.0%
NAMM	42.92K	—	新規	$99,148	0.0%
ELAB	15.00K	—	新規	$89,850	0.0%
RYM	4.76K	—	新規	$87,090	0.0%
BUUU	4.98K	—	新規	$84,592	0.0%
BENF	24.04K	—	新規	$84,133	0.0%
GMAR	2.00K	—	新規	$83,380	0.0%
QFLR	2.47K	—	新規	$82,184	0.0%
ASBP	76.95K	—	新規	$79,264	0.0%
AVMC	1.06K	—	新規	$76,430	0.0%
BKFI	3.06K	—	新規	$73,488	0.0%
PHGE	19.10K	—	新規	$71,701	0.0%
TXUE	2.15K	—	新規	$69,209	0.0%
MVLL	2.50K	—	新規	$64,775	0.0%
EPRX	8.82K	—	新規	$63,856	0.0%
IPSC	26.25K	—	新規	$59,323	0.0%
MYCH	2.35K	—	新規	$58,744	0.0%
VTIX	8.67K	—	新規	$58,682	0.0%
MSTX	2.94K	—	新規	$57,536	0.0%
GOCT	1.45K	—	新規	$55,816	0.0%
STAK	50.00K	—	新規	$50,000	0.0%
XCH	44.05K	—	新規	$48,898	0.0%
NGEN	11.98K	—	新規	$45,172	0.0%
PLYX	5.54K	—	新規	$41,905	0.0%
MRLN	5.68K	—	新規	$41,778	0.0%
ANNA	5.00K	—	新規	$41,450	0.0%
CREX	12.00K	—	新規	$41,280	0.0%
GQI	733	—	新規	$40,204	0.0%
QNC	17.54K	—	新規	$40,171	0.0%
CLOX	1.56K	—	新規	$40,027	0.0%
BINV	904	—	新規	$37,263	0.0%
GFEB	848	—	新規	$34,844	0.0%
AIFF	15.83K	—	新規	$34,509	0.0%
ILDR	1.12K	—	新規	$33,443	0.0%
CNEQ	1.02K	—	新規	$31,742	0.0%
AGMB	3.02K	—	新規	$31,732	0.0%
VGNT Versigent PLC	955	—	新規	$30,417	0.0%
GIBO	21.52K	—	新規	$28,835	0.0%
HEDG	984	—	新規	$28,516	0.0%
HCHL	18.20K	—	新規	$27,846	0.0%
TMDE	25.00K	—	新規	$27,750	0.0%
ZSL	1.21K	—	新規	$27,125	0.0%
GPZ	1.26K	—	新規	$27,080	0.0%
ETHB	1.00K	—	新規	$26,970	0.0%
GIGL	530	—	新規	$26,633	0.0%
CGIC Capital Group…	796	—	新規	$26,356	0.0%
CNTX	9.08K	—	新規	$23,782	0.0%
ASNS	61.10K	—	新規	$22,424	0.0%
LVLU	1.75K	—	新規	$22,311	0.0%
EMAT	2.88K	—	新規	$21,837	0.0%

有価証券	株数	前期	変化	時価	ウェイト	連続記録
AAPL Apple Inc.	244.47M	230.48M	+6.1%	$62.05B	3.7%	●●○○○○
NVDA NVIDIA Corporation	342.95M	323.73M	+5.9%	$59.81B	3.6%	●●○○○○
MSFT Microsoft Corporation	124.88M	121.22M	+3.0%	$46.23B	2.8%	●●○○○○
AMZN Amazon.com, Inc.	173.93M	161.58M	+7.6%	$36.22B	2.2%
SPY State Street SPDR S&P…	40.50M	29.32M	+38.1%	$26.34B	1.6%
AVGO Broadcom Inc.	75.94M	72.96M	+4.1%	$23.50B	1.4%
META Meta Platforms, Inc.	38.08M	37.55M	+1.4%	$21.79B	1.3%	●●○○○○
JPM JPMorgan Chase & Co.	68.54M	66.39M	+3.2%	$20.16B	1.2%	●●○○○○
TSLA Tesla, Inc.	39.18M	35.78M	+9.5%	$14.56B	0.9%
BRK-B Berkshire Hathaway Inc.	26.85M	26.28M	+2.2%	$12.87B	0.8%
IWF iShares Russell 1000…	29.76M	27.64M	+7.7%	$12.69B	0.8%	●●○○○○
QQQ Invesco QQQ Trust…	21.54M	16.04M	+34.2%	$12.43B	0.7%
WMT Walmart Inc.	85.91M	84.27M	+1.9%	$10.68B	0.6%
COST Costco Wholesale…	9.90M	9.52M	+3.9%	$9.86B	0.6%	●●○○○○
NFLX Netflix, Inc.	99.02M	85.35M	+16.0%	$9.52B	0.6%	●●○○○○
IEFA iShares Core MSCI EAFE…	105.16M	104.88M	+0.3%	$9.52B	0.6%	●●○○○○
BND Vanguard Total Bond…	125.02M	124.93M	+0.1%	$9.21B	0.6%	●●○○○○
IWD iShares Russell 1000…	42.23M	39.66M	+6.5%	$9.02B	0.5%	●●○○○○
IEMG iShares Core MSCI…	126.26M	102.79M	+22.8%	$8.81B	0.5%	●●○○○○
CVX Chevron Corporation	36.85M	36.31M	+1.5%	$7.62B	0.5%
HD The Home Depot, Inc.	22.37M	22.11M	+1.2%	$7.36B	0.4%
IWM iShares Russell 2000 ETF	29.76M	17.12M	+73.8%	$7.38B	0.4%
PG The Procter & Gamble…	49.22M	48.82M	+0.8%	$7.11B	0.4%
VUG Vanguard Morningstar…	14.86M	14.39M	+3.3%	$6.49B	0.4%
VTV Vanguard Morningstar…	33.65M	33.17M	+1.4%	$6.60B	0.4%
RSP Invesco S&P 500 Equal…	34.15M	31.35M	+9.0%	$6.55B	0.4%	●●○○○○
CSCO Cisco Systems, Inc.	77.73M	75.33M	+3.2%	$6.03B	0.4%	●●○○○○
CRM Salesforce, Inc.	31.68M	19.01M	+66.6%	$5.91B	0.4%
RTX RTX Corporation	30.12M	29.78M	+1.1%	$5.81B	0.3%	●●○○○○
MRK Merck & Co., Inc.	47.63M	44.95M	+6.0%	$5.73B	0.3%	●●○○○○
MU Micron Technology, Inc.	16.84M	16.40M	+2.7%	$5.69B	0.3%	●●○○○○
PANW Palo Alto Networks, Inc.	32.32M	30.46M	+6.1%	$5.18B	0.3%
AMGN Amgen Inc.	15.84M	15.74M	+0.6%	$5.57B	0.3%
GEV GE Vernova Inc.	6.37M	6.05M	+5.2%	$5.56B	0.3%	●●○○○○
CAT Caterpillar Inc.	7.50M	7.08M	+6.0%	$5.31B	0.3%
ORCL Oracle Corporation	29.13M	27.13M	+7.4%	$4.29B	0.3%	●●○○○○
PLTR Palantir Technologies…	32.20M	29.21M	+10.3%	$4.71B	0.3%
TSM Taiwan Semiconductor…	14.77M	13.51M	+9.3%	$4.99B	0.3%
MCD McDonald's Corporation	15.62M	15.27M	+2.3%	$4.85B	0.3%
IBM International Business…	19.63M	14.86M	+32.1%	$4.76B	0.3%
ETN Eaton Corporation plc	13.11M	12.98M	+1.0%	$4.69B	0.3%	●●○○○○
VTI Vanguard Morningstar…	14.34M	13.79M	+4.0%	$4.60B	0.3%
GE GE Aerospace	14.27M	13.92M	+2.5%	$4.05B	0.2%	●●○○○○
TJX The TJX Companies, Inc.	26.72M	26.54M	+0.7%	$4.27B	0.3%
IVW iShares S&P 500 Growth…	34.31M	33.65M	+2.0%	$3.88B	0.2%	●●○○○○
PEP PepsiCo, Inc.	26.58M	24.96M	+6.5%	$4.13B	0.2%	●●○○○○
SPOT Spotify Technology S.A.	8.38M	6.60M	+27.0%	$4.06B	0.2%
AMAT Applied Materials, Inc.	11.84M	11.47M	+3.2%	$4.05B	0.2%	●●○○○○
PM Philip Morris…	24.41M	23.42M	+4.2%	$4.04B	0.2%
WT WisdomTree, Inc.	66.16M	63.18M	+4.7%	$3.79B	0.2%
APP AppLovin Corporation	5.60M	5.56M	+0.8%	$2.23B	0.1%	●●○○○○
VZ Verizon Communications…	74.07M	65.00M	+14.0%	$3.72B	0.2%
LIN Linde plc	7.36M	7.09M	+3.8%	$3.65B	0.2%
UNP Union Pacific…	14.88M	12.64M	+17.8%	$3.61B	0.2%	●●○○○○
NOW ServiceNow, Inc.	23.35M	22.73M	+2.7%	$2.44B	0.1%
INTU Intuit Inc.	5.69M	5.10M	+11.5%	$2.46B	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	6.06M	5.74M	+5.5%	$2.79B	0.2%
AGG iShares Core U.S.…	32.52M	32.48M	+0.1%	$3.23B	0.2%	●●○○○○
QCOM QUALCOMM Incorporated	19.99M	18.62M	+7.4%	$2.57B	0.2%
C Citigroup Inc.	27.84M	26.96M	+3.3%	$3.16B	0.2%
TMUS T-Mobile US, Inc.	14.39M	12.58M	+14.3%	$3.02B	0.2%
VWO Vanguard FTSE Emerging…	54.02M	53.91M	+0.2%	$2.92B	0.2%	●●○○○○
CRWD CrowdStrike Holdings…	6.56M	6.22M	+5.5%	$2.56B	0.2%
CEG Constellation Energy…	8.90M	8.05M	+10.5%	$2.49B	0.1%	●●○○○○
VIG Vanguard Dividend…	13.02M	12.77M	+1.9%	$2.80B	0.2%	●●○○○○
BIL State Street SPDR…	30.46M	23.82M	+27.9%	$2.79B	0.2%
XLK State Street Technology…	19.62M	19.35M	+1.4%	$2.61B	0.2%
CME CME Group Inc.	9.41M	8.36M	+12.5%	$2.78B	0.2%
JEPI JPMorgan Equity Premium…	47.49M	47.23M	+0.5%	$2.69B	0.2%	●●○○○○
IWP iShares Russell Mid-Cap…	19.91M	19.40M	+2.6%	$2.55B	0.2%
LOW Lowe's Companies, Inc.	11.10M	10.83M	+2.5%	$2.62B	0.2%
KLAC KLA Corporation	1.77M	1.73M	+2.3%	$2.61B	0.2%	●●○○○○
PFE Pfizer Inc.	92.69M	89.11M	+4.0%	$2.60B	0.2%	●●○○○○
COP ConocoPhillips	18.80M	16.71M	+12.5%	$2.48B	0.1%
VO Vanguard Morningstar…	8.63M	8.49M	+1.6%	$2.48B	0.1%	●●○○○○
XLF State Street Financial…	49.75M	40.92M	+21.6%	$2.46B	0.1%
WMB The Williams Companies…	33.74M	33.57M	+0.5%	$2.46B	0.1%	●●○○○○
DHR Danaher Corporation	11.21M	10.64M	+5.3%	$2.13B	0.1%
ANET Arista Networks, Inc.	18.51M	18.18M	+1.8%	$2.27B	0.1%
SRE Sempra	24.35M	22.33M	+9.0%	$2.37B	0.1%	●●○○○○
ASML ASML Holding N.V.	1.79M	1.70M	+4.8%	$2.36B	0.1%
IUSG iShares Core S&P U.S.…	14.55M	14.01M	+3.9%	$2.26B	0.1%
PH Parker-Hannifin…	2.55M	2.13M	+19.8%	$2.29B	0.1%	●●○○○○
IJR iShares Core S&P…	18.23M	18.06M	+0.9%	$2.27B	0.1%	●●○○○○
ACN Accenture plc	11.42M	7.54M	+51.6%	$2.26B	0.1%
SBUX Starbucks Corporation	24.86M	21.28M	+16.9%	$2.23B	0.1%
TT Trane Technologies plc	5.30M	5.06M	+4.9%	$2.21B	0.1%
SYK Stryker Corporation	6.30M	6.25M	+0.8%	$2.07B	0.1%
GLW Corning Inc	15.67M	15.21M	+3.0%	$2.13B	0.1%
VB Vanguard Morningstar…	8.04M	7.86M	+2.2%	$2.11B	0.1%	●●○○○○
COF Capital One Financial…	8.93M	8.68M	+2.9%	$1.63B	0.1%	●●○○○○
SMH VanEck Semiconductor ETF	5.46M	2.66M	+105.6%	$2.09B	0.1%	●●○○○○
HYG iShares iBoxx $ High…	26.25M	18.22M	+44.1%	$2.09B	0.1%	●●○○○○
VCIT Vanguard…	25.13M	24.05M	+4.5%	$2.08B	0.1%	●●○○○○
SLB Slb N.V.	40.16M	37.10M	+8.3%	$2.06B	0.1%	●●○○○○
AON Aon plc	6.37M	5.57M	+14.4%	$2.06B	0.1%
NU Nu Holdings Ltd.	141.63M	121.35M	+16.7%	$2.04B	0.1%	●●○○○○
XLE State Street Energy…	32.62M	29.44M	+10.8%	$2.00B	0.1%
MDT Medtronic plc	20.72M	20.22M	+2.5%	$1.80B	0.1%
EEM iShares MSCI Emerging…	33.88M	31.10M	+8.9%	$1.92B	0.1%
VEU Vanguard FTSE All-World…	25.29M	22.63M	+11.7%	$1.90B	0.1%
XLI State Street Industrial…	11.20M	9.88M	+13.3%	$1.81B	0.1%	●●○○○○
EQT EQT Corporation	28.45M	24.74M	+15.0%	$1.81B	0.1%	●●○○○○
QUAL iShares MSCI USA…	9.07M	8.97M	+1.1%	$1.74B	0.1%
CL Colgate-Palmolive…	20.88M	19.25M	+8.5%	$1.78B	0.1%	●●○○○○
BMY Bristol-Myers Squibb…	29.20M	28.35M	+3.0%	$1.77B	0.1%	●●○○○○
DIA State Street SPDR Dow…	3.67M	2.96M	+23.9%	$1.70B	0.1%
ET Energy Transfer LP	87.43M	86.31M	+1.3%	$1.69B	0.1%	●●○○○○
RBLX Roblox Corporation	23.07M	20.73M	+11.3%	$1.31B	0.1%	●●○○○○
EWJ iShares MSCI Japan ETF	19.85M	19.58M	+1.4%	$1.68B	0.1%
VRT Vertiv Holdings Co	6.66M	6.34M	+4.9%	$1.67B	0.1%
EVTR Eaton Vance Total…	32.85M	28.23M	+16.4%	$1.67B	0.1%	●●○○○○
DUK Duke Energy Corporation	12.68M	12.34M	+2.8%	$1.66B	0.1%
VGSH Vanguard Short-Term…	27.80M	23.77M	+16.9%	$1.63B	0.1%	●●○○○○
WM Waste Management, Inc.	7.08M	6.67M	+6.1%	$1.63B	0.1%
FBND Fidelity Total Bond ETF	35.49M	34.72M	+2.2%	$1.62B	0.1%	●●○○○○
VCSH Vanguard Short-Term…	20.39M	19.43M	+5.0%	$1.62B	0.1%	●●○○○○
LQD iShares iBoxx $…	14.82M	11.95M	+24.0%	$1.62B	0.1%	●●○○○○
MO Altria Group, Inc.	24.46M	22.31M	+9.6%	$1.61B	0.1%	●●○○○○
XBI State Street SPDR S&P…	12.33M	11.49M	+7.3%	$1.58B	0.1%	●●○○○○

有価証券	株数	前期	変化	時価	ウェイト	連続記録
GOOGL Alphabet Inc.	120.96M	121.79M	-0.7%	$34.78B	2.1%	●●○○○○
GOOG Alphabet Inc.	71.67M	71.84M	-0.2%	$20.56B	1.2%
LLY Eli Lilly and Company	15.44M	15.59M	-1.0%	$14.20B	0.9%
IVV iShares Core S&P 500 ETF	23.38M	24.03M	-2.7%	$15.27B	0.9%	●●○○○○
V Visa Inc.	45.98M	46.86M	-1.9%	$13.90B	0.8%	●●○○○○
VOO Vanguard S&P 500 ETF	24.37M	24.57M	-0.8%	$14.56B	0.9%	●●○○○○
XONA.DE Exxon Mobil Corporation	71.72M	74.46M	-3.7%	$12.17B	0.7%	●●○○○○
JNJ Johnson & Johnson	44.72M	46.33M	-3.5%	$10.93B	0.7%	●●○○○○
MA Mastercard Incorporated	15.16M	16.05M	-5.5%	$7.58B	0.5%
ABBV AbbVie Inc.	38.02M	40.04M	-5.1%	$8.27B	0.5%	●●○○○○
KO The Coca-Cola Company	91.89M	93.20M	-1.4%	$6.99B	0.4%	●●○○○○
TMO Thermo Fisher…	10.86M	11.89M	-8.7%	$5.34B	0.3%	●●○○○○
GS The Goldman Sachs…	6.82M	7.46M	-8.7%	$5.77B	0.3%	●●○○○○
UBER Uber Technologies, Inc.	77.07M	80.20M	-3.9%	$5.54B	0.3%
BAC Bank of America…	108.67M	112.79M	-3.6%	$5.30B	0.3%
NEE NextEra Energy, Inc.	65.08M	65.82M	-1.1%	$6.03B	0.4%	●●○○○○
VEA Vanguard FTSE Developed…	84.62M	90.49M	-6.5%	$5.42B	0.3%
GLD SPDR Gold Shares	10.91M	13.89M	-21.5%	$4.70B	0.3%
AMD Advanced Micro Devices…	23.78M	25.04M	-5.0%	$4.84B	0.3%	●●○○○○
UNH UnitedHealth Group…	14.96M	15.79M	-5.2%	$4.05B	0.2%
BX Blackstone Inc.	32.49M	32.86M	-1.1%	$3.74B	0.2%
WFC Wells Fargo & Company	51.69M	53.57M	-3.5%	$4.11B	0.2%	●●○○○○
AXP American Express Company	12.81M	13.20M	-3.0%	$3.87B	0.2%	●●○○○○
ABT Abbott Laboratories	30.10M	36.73M	-18.0%	$3.09B	0.2%	●●○○○○
SPGI S&P Global Inc.	7.91M	8.33M	-5.1%	$3.36B	0.2%
SHOP Shopify Inc.	24.70M	26.45M	-6.6%	$2.93B	0.2%	●●○○○○
HON Honeywell International…	18.43M	19.43M	-5.1%	$4.17B	0.3%
LRCX Lam Research Corporation	18.97M	19.89M	-4.6%	$4.05B	0.2%
DIS The Walt Disney Company	33.80M	35.45M	-4.7%	$3.26B	0.2%	●●○○○○
DASH DoorDash, Inc.	14.50M	17.54M	-17.3%	$2.18B	0.1%
BLK BlackRock, Inc.	3.44M	3.51M	-2.0%	$3.31B	0.2%
NET Cloudflare, Inc.	15.88M	18.01M	-11.8%	$3.28B	0.2%	●●○○○○
MELI MercadoLibre, Inc.	1.59M	1.73M	-8.3%	$2.74B	0.2%	●●○○○○
LMT Lockheed Martin…	5.66M	5.73M	-1.1%	$3.42B	0.2%
GILD Gilead Sciences, Inc.	23.30M	23.51M	-0.9%	$3.25B	0.2%	●●○○○○
IVE iShares S&P 500 Value…	14.92M	15.28M	-2.3%	$3.15B	0.2%
BKNG Booking Holdings Inc.	537.50K	594.23K	-9.6%	$2.26B	0.1%	●●○○○○
JPST JPMorgan Ultra-Short…	61.14M	61.47M	-0.5%	$3.09B	0.2%
T AT&T Inc.	105.20M	106.94M	-1.6%	$3.05B	0.2%	●●○○○○
EFA iShares MSCI EAFE ETF	29.92M	31.62M	-5.4%	$2.91B	0.2%
ADI Analog Devices, Inc.	8.26M	10.45M	-21.0%	$2.63B	0.2%
ADP Automatic Data…	6.39M	10.35M	-38.2%	$1.30B	0.1%	●●○○○○
ICE Intercontinental…	14.49M	15.88M	-8.7%	$2.28B	0.1%
IJH iShares Core S&P…	36.88M	36.99M	-0.3%	$2.49B	0.1%	●●○○○○
SPYM State Street SPDR…	17.25M	30.86M	-44.1%	$1.32B	0.1%
NOC Northrop Grumman…	3.61M	3.67M	-1.6%	$2.46B	0.1%
APH Amphenol Corporation	17.51M	18.19M	-3.7%	$2.21B	0.1%
BSV Vanguard Short-Term…	24.40M	30.55M	-20.1%	$1.91B	0.1%	●●○○○○
INTC Intel Corp.	53.99M	65.25M	-17.3%	$2.38B	0.1%
DE Deere & Company	4.25M	4.25M	0.0%	$2.39B	0.1%	●●○○○○
SCHW The Charles Schwab…	22.03M	23.23M	-5.2%	$2.07B	0.1%	●●○○○○
BA The Boeing Company	10.63M	10.68M	-0.5%	$2.10B	0.1%
TXN Texas Instruments…	11.89M	12.29M	-3.3%	$2.31B	0.1%
SHY iShares 1-3 Year…	22.53M	26.65M	-15.4%	$1.86B	0.1%	●●○○○○
PBUS Invesco MSCI USA ETF	23.87M	32.16M	-25.8%	$1.56B	0.1%
BSX Boston Scientific…	22.27M	22.96M	-3.0%	$1.40B	0.1%
ADBE Adobe Inc.	5.68M	6.20M	-8.4%	$1.38B	0.1%	●●○○○○
PGR The Progressive…	8.85M	9.49M	-6.8%	$1.75B	0.1%	●●○○○○
SNPS Synopsys, Inc.	3.92M	4.57M	-14.4%	$1.55B	0.1%
WDC Western Digital…	7.94M	8.94M	-11.2%	$2.15B	0.1%
RPRX Royalty Pharma plc	43.57M	55.27M	-21.2%	$2.09B	0.1%
ECL Ecolab Inc.	7.79M	7.88M	-1.2%	$2.07B	0.1%
IAU iShares Gold Trust	23.26M	24.90M	-6.6%	$2.05B	0.1%
SHW The Sherwin-Williams…	6.19M	6.31M	-1.9%	$1.98B	0.1%	●●○○○○
AJG Arthur J. Gallagher &…	4.06M	7.77M	-47.8%	$878.49M	0.1%	●●○○○○
MCK McKesson Corporation	2.30M	2.39M	-3.8%	$1.99B	0.1%	●●○○○○
SNOW Snowflake Inc.	7.21M	8.94M	-19.3%	$1.09B	0.1%	●●○○○○
ZTS Zoetis Inc.	14.15M	15.47M	-8.5%	$1.67B	0.1%	●●○○○○
AEP American Electric Power…	14.49M	14.66M	-1.2%	$1.90B	0.1%
WELL Welltower Inc.	9.05M	10.07M	-10.1%	$1.79B	0.1%
STX Seagate Technology…	4.76M	5.32M	-10.5%	$1.86B	0.1%
PLD Prologis, Inc.	13.91M	14.26M	-2.4%	$1.84B	0.1%	●●○○○○
SNDK Sandisk Corporation	2.84M	2.97M	-4.4%	$1.80B	0.1%
ABNB Airbnb, Inc.	10.43M	13.23M	-21.2%	$1.32B	0.1%
VLO Valero Energy…	7.26M	7.44M	-2.4%	$1.79B	0.1%	●●○○○○
XLV State Street Health…	11.43M	11.49M	-0.5%	$1.68B	0.1%
GD General Dynamics…	5.18M	5.21M	-0.6%	$1.78B	0.1%	●●○○○○
JCI Johnson Controls…	11.77M	14.54M	-19.1%	$1.54B	0.1%	●●○○○○
FCX Freeport-McMoRan Inc.	26.23M	34.26M	-23.4%	$1.54B	0.1%
SPYG State Street SPDR…	9.54M	16.22M	-41.2%	$934.43M	0.1%
AMT American Tower…	9.58M	9.81M	-2.3%	$1.65B	0.1%	●●○○○○
AFRM Affirm Holdings, Inc.	21.72M	23.01M	-5.6%	$995.03M	0.1%
TLT iShares 20+ Year…	11.16M	19.19M	-41.8%	$967.84M	0.1%
AZO AutoZone, Inc.	446.13K	492.79K	-9.5%	$1.51B	0.1%
CMI Cummins Inc.	3.07M	3.23M	-5.2%	$1.65B	0.1%	●●○○○○
IEF iShares 7-10 Year…	12.78M	17.04M	-25.0%	$1.22B	0.1%
CB Chubb Limited	5.03M	5.16M	-2.6%	$1.64B	0.1%	●●○○○○
VGT Vanguard Information…	2.12M	2.15M	-1.4%	$1.48B	0.1%
ITOT iShares Core S&P Total…	10.20M	10.90M	-6.4%	$1.45B	0.1%
CVS CVS Health Corp.	17.83M	20.37M	-12.5%	$1.28B	0.1%
IBN ICICI Bank Limited	48.12M	53.77M	-10.5%	$1.25B	0.1%
EMR Emerson Electric Co.	11.65M	11.81M	-1.3%	$1.53B	0.1%	●●○○○○
MAR Marriott International…	4.70M	4.79M	-2.0%	$1.54B	0.1%	●●○○○○
ROP Roper Technologies, Inc.	1.59M	3.38M	-53.0%	$561.70M	0.0%	●●○○○○
DELL Dell Technologies Inc.	6.65M	11.88M	-44.1%	$1.09B	0.1%	●●○○○○
MPC Marathon Petroleum…	6.07M	6.08M	-0.2%	$1.48B	0.1%	●●○○○○
LNG Cheniere Energy, Inc.	5.21M	6.51M	-20.0%	$1.48B	0.1%	●●○○○○
ORLY O'Reilly Automotive…	14.87M	15.90M	-6.5%	$1.37B	0.1%	●●○○○○
ROIV Roivant Sciences Ltd.	51.83M	58.36M	-11.2%	$1.44B	0.1%
USMV iShares MSCI USA Min…	12.75M	15.24M	-16.3%	$1.18B	0.1%
MSTR Strategy Inc	9.29M	9.38M	-1.0%	$1.16B	0.1%
MSCI MSCI Inc.	2.24M	2.47M	-9.0%	$1.21B	0.1%
CPNG Coupang, Inc.	56.15M	58.86M	-4.6%	$1.06B	0.1%	●●○○○○
NVS Novartis AG	8.53M	8.88M	-3.9%	$1.30B	0.1%
MMM 3M Company	7.48M	8.13M	-8.0%	$1.09B	0.1%
BNY Bank of New York Mellon…	9.90M	11.20M	-11.5%	$1.18B	0.1%	●●○○○○
RH Rh	9.47M	10.10M	-6.2%	$1.01B	0.1%
MRSH Marsh & McLennan…	6.47M	6.87M	-5.8%	$1.12B	0.1%	●●○○○○
NEM Newmont Corporation	11.66M	12.40M	-6.0%	$1.26B	0.1%
SO The Southern Company	12.92M	13.15M	-1.8%	$1.25B	0.1%	●●○○○○
VXUS Vanguard Total…	14.05M	16.49M	-14.8%	$1.08B	0.1%
MCO Moody's Corporation	2.32M	2.37M	-2.0%	$1.01B	0.1%
XYZ Block, Inc.	15.88M	18.18M	-12.6%	$955.69M	0.1%	●●○○○○
TCOM Trip.com Group Limited	13.11M	16.38M	-20.0%	$652.60M	0.0%	●●○○○○
IWS iShares Russell Mid-Cap…	8.07M	8.07M	-0.1%	$1.18B	0.1%	●●○○○○
SLV iShares Silver Trust	12.23M	18.07M	-32.4%	$833.05M	0.1%	●●○○○○
IYW iShares U.S. Technology…	5.03M	5.77M	-12.9%	$912.41M	0.1%
ROST Ross Stores, Inc.	5.32M	5.44M	-2.2%	$1.15B	0.1%
ROK Rockwell Automation…	2.82M	2.92M	-3.4%	$1.01B	0.1%
RSG Republic Services, Inc.	5.04M	5.35M	-5.9%	$1.10B	0.1%

有価証券	株数	前期	変化	時価	ウェイト
CYBR CyberArk Software Ltd.	—	918.00K	退出	$409.48M	0.0%
EXAS Exact Sciences…	—	3.25M	退出	$330.10M	0.0%
QGEN Qiagen N.V.	—	4.31M	退出	$193.68M	0.0%
BXMX	—	12.04M	退出	$176.95M	0.0%
CFLT Confluent, Inc.	—	4.57M	退出	$138.13M	0.0%
DAY Dayforce Inc	—	1.96M	退出	$135.72M	0.0%
CMA Comerica Incorporated	—	1.49M	退出	$129.87M	0.0%
FYBR Frontier Communications…	—	3.23M	退出	$122.97M	0.0%
CDTX Cidara Therapeutics…	—	542.72K	退出	$119.88M	0.0%
SNV Synovus Financial Corp.	—	1.68M	退出	$84.26M	0.0%
RNAM Avidity Biosciences Inc	—	1.09M	退出	$78.80M	0.0%
CADE Cadence Bank	—	1.58M	退出	$67.79M	0.0%
TEFOF	—	12.24M	退出	$49.58M	0.0%
NGD New Gold Inc.	—	4.62M	退出	$40.25M	0.0%
VTYX	—	4.29M	退出	$38.77M	0.0%
TGNA TEGNA Inc.	—	1.89M	退出	$36.65M	0.0%
CIVI Civitas Resources, Inc.	—	1.05M	退出	$28.58M	0.0%
DIAX	—	1.71M	退出	$26.17M	0.0%
HI Hillenbrand, Inc.	—	804.95K	退出	$25.53M	0.0%
DVAX Dynavax Technologies…	—	1.65M	退出	$25.44M	0.0%
PCI	—	400.00K	退出	$20.28M	0.0%
ALEX Alexander & Baldwin…	—	932.16K	退出	$19.24M	0.0%
SMLR	—	1.17M	退出	$17.86M	0.0%
PCH PotlatchDeltic…	—	439.01K	退出	$17.46M	0.0%
REVG REV Group, Inc.	—	263.58K	退出	$16.03M	0.0%
THS TreeHouse Foods, Inc.	—	614.35K	退出	$14.49M	0.0%
PLYM	—	644.99K	退出	$14.11M	0.0%
ATXS	—	810.79K	退出	$10.61M	0.0%
JAMF Jamf Holding Corp.	—	778.04K	退出	$10.12M	0.0%
GVUS	—	173.38K	退出	$9.38M	0.0%
HOUS	—	642.82K	退出	$9.10M	0.0%
BBU	—	252.70K	退出	$8.90M	0.0%
GES	—	432.76K	退出	$7.25M	0.0%
AHL-PD	—	174.61K	退出	$6.48M	0.0%
ZEUS	—	149.81K	退出	$6.41M	0.0%
GRT-UN.TO Granite Real Estate…	—	92.68K	退出	$5.49M	0.0%
CIO	—	759.31K	退出	$5.31M	0.0%
FRGE	—	114.41K	退出	$5.10M	0.0%
DENN	—	768.71K	退出	$4.78M	0.0%
MOFG	—	93.05K	退出	$3.58M	0.0%
EB	—	574.13K	退出	$2.55M	0.0%
CCCX	—	134.41K	退出	$2.10M	0.0%
RAPT	—	51.32K	退出	$1.74M	0.0%
SHCO	—	180.20K	退出	$1.61M	0.0%
DMAX	—	57.56K	退出	$1.54M	0.0%
ASST	—	1.74M	退出	$1.28M	0.0%
TRUE	—	533.32K	退出	$1.21M	0.0%
MBCN	—	20.54K	退出	$709,486	0.0%
FSFG	—	18.44K	退出	$587,434	0.0%
FORD	—	82.93K	退出	$548,169	0.0%
ANEB	—	399.40K	退出	$403,398	0.0%
TSLR	—	12.00K	退出	$384,240	0.0%
BFIN	—	31.96K	退出	$383,585	0.0%
SDS	—	4.20K	退出	$287,658	0.0%
TSEOQ	—	536.42K	退出	$266,601	0.0%
CVAC	—	36.45K	退出	$164,746	0.0%
AUST	—	63.40K	退出	$93,832	0.0%
NBJP	—	2.58K	退出	$79,504	0.0%
TOPS	—	14.50K	退出	$65,402	0.0%
RMTHF	—	2.14K	退出	$55,112	0.0%
GNOV	—	1.29K	退出	$51,080	0.0%
ACFN	—	2.31K	退出	$34,911	0.0%
TOPT	—	1.10K	退出	$34,228	0.0%
LZMH	—	20.20K	退出	$33,532	0.0%
TCPB	—	643	退出	$32,989	0.0%
KXIN	—	5.68K	退出	$29,474	0.0%
IWLG	—	499	退出	$27,046	0.0%
TSME	—	633	退出	$26,357	0.0%
APLT	—	178.47K	退出	$17,847	0.0%
COOT	—	32.40K	退出	$16,686	0.0%
RBOT	—	7.54K	退出	$16,368	0.0%
TUSB	—	322	退出	$16,213	0.0%
INLX	—	2.00K	退出	$15,954	0.0%
NTRB	—	3.50K	退出	$15,890	0.0%
NDLS	—	22.44K	退出	$15,841	0.0%
MTVA	—	1.86K	退出	$15,661	0.0%
UJUL	—	400	退出	$15,500	0.0%
EZBC	—	300	退出	$15,180	0.0%
LHAI	—	1.72K	退出	$13,133	0.0%
ABVC	—	5.17K	退出	$11,022	0.0%
FOCT	—	174	退出	$8,524	0.0%
AFBI	—	380	退出	$7,756	0.0%
AGPU	—	1.00K	退出	$7,150	0.0%
BDEC	—	141	退出	$6,988	0.0%
HOLO	—	2.20K	退出	$5,800	0.0%
RSSB	—	161	退出	$4,527	0.0%
JXG	—	745	退出	$4,470	0.0%
CYN	—	1.80K	退出	$4,284	0.0%
JZXN	—	2.03K	退出	$3,519	0.0%
PMAR	—	71	退出	$3,191	0.0%
RLYB	—	4.64K	退出	$3,183	0.0%
EDGH	—	101	退出	$3,072	0.0%
BMR	—	1.89K	退出	$2,967	0.0%
QDEC	—	87	退出	$2,830	0.0%
TELA	—	2.22K	退出	$2,618	0.0%
AUID	—	2.94K	退出	$2,572	0.0%
GMHS	—	2.48K	退出	$2,346	0.0%
SIXO	—	65	退出	$2,257	0.0%
BKDV BNY Mellon Dynamic…	—	64	退出	$1,857	0.0%
QNTM	—	243	退出	$1,774	0.0%
SST	—	439	退出	$1,721	0.0%
JYD	—	333	退出	$1,663	0.0%
WLDS	—	1.25K	退出	$1,430	0.0%
BGI	—	1.56K	退出	$1,406	0.0%
EMCB	—	21	退出	$1,396	0.0%
BTOC	—	2.54K	退出	$1,322	0.0%
SYBX	—	1.09K	退出	$1,226	0.0%
ZNB	—	2.04K	退出	$1,178	0.0%
IVDA	—	1.20K	退出	$1,008	0.0%
ZOOZ	—	22.25K	退出	$888	0.0%
JTAI	—	1.45K	退出	$850	0.0%
MAMO	—	149	退出	$593	0.0%
EDGI	—	19	退出	$539	0.0%
CGIB	—	18	退出	$456	0.0%
PRPH	—	919	退出	$411	0.0%
AAPU	—	10	退出	$336	0.0%
CASIF	—	367	退出	$312	0.0%
NVNI	—	100	退出	$265	0.0%
TWNPQ	—	261	退出	$174	0.0%
TOK	—	1	退出	$152	0.0%

ポジション保有期間

2550–1 四半期

64602–4 四半期

現在の各ポジションが当社データウィンドウ内で報告された連続四半期数。

類似運用者

運用会社	共通ポジション	銘柄の重複	加重類似度
Northern Trust Corp	4205	61.5%	0.9537	比較 ⇄
Goldman Sachs Group	4883	71.2%	0.9435	比較 ⇄
BlackRock	4990	72.8%	0.9365	比較 ⇄
UBS Group AG	6298	86.9%	0.9249	比較 ⇄
JPMorgan Chase	5654	81.5%	0.9073	比較 ⇄
Rockefeller Capital Management L.P.	4447	65.3%	0.9038	比較 ⇄
Citigroup Inc	4492	65.8%	0.9002	比較 ⇄
Fidelity (FMR)	4931	72.5%	0.8608	比較 ⇄

報告済みロングポジションのみの類似度 — ヘッジおよび13F対象外資産は含まれません。方法論

ファイリング記録

Aug 13 2026 13F-HR · 期間 Q2 2026

$1.89T · 45,905 ポジション · SECオリジナル提出書類を表示 ↗

May 27 2026 13F-HR/A · 期間 Q4 2025

$1.67T · 45,419 ポジション · 修正申告 (restatement) · SECオリジナル提出書類を表示 ↗

May 27 2026 13F-HR/A · 期間 Q3 2025

$1.65T · 45,054 ポジション · 修正申告 (restatement) · SECオリジナル提出書類を表示 ↗

May 15 2026 13F-HR · 期間 Q1 2026

$1.66T · 45,985 ポジション · SECオリジナル提出書類を表示 ↗

Feb 13 2026 13F-HR · 期間 Q4 2025

$1.67T · 45,420 ポジション · SECオリジナル提出書類を表示 ↗

Nov 14 2025 13F-HR · 期間 Q3 2025

$1.65T · 45,055 ポジション · SECオリジナル提出書類を表示 ↗

Aug 14 2025 13F-HR · 期間 Q2 2025

$1.54T · 44,865 ポジション · SECオリジナル提出書類を表示 ↗

出典: SEC EDGAR 上の当該マネージャーの13F情報テーブルから解析されたすべての保有銘柄；報告値のまま、単位：米ドル（整数）。変化は、分割調整済み株数をもとに、各四半期の最新承認バージョン（修正版を含む）を比較。報告期間: Q1 2026 · 最新フィリング Aug 13, 2026 · 変化の算出方法

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