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Mới với thị trường — giá, lợi suất, YTD, vốn hóa thị trường? Chúng tôi giải thích từng thuật ngữ khi bạn duyệt, bằng ngôn ngữ đơn giản. Cùng dữ liệu, kèm theo hướng dẫn tích hợp sẵn.

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Bạn đã hiểu thị trường. Chỉ là dữ liệu — sạch, nhanh và súc tích, không có giải thích thêm. Đây là chế độ xem mặc định.

Ngôn ngữ giao diện
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 ⇄
$1.66TGiá trị 13F được báo cáo
45,985Vị thế
21.2%Tỷ trọng top 10
141.20Danh mục nắm giữ hiệu lực
7.4%Doanh thu ước tính
+255Mới
−153Thoát 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 35.6% (+0.4pp)
Công nghệ 21.9% (-1.5pp)
Chăm sóc sức khỏe 7.7% (-0.4pp)
Hàng tiêu dùng chu kỳ 7.5% (-0.5pp)
Dịch vụ Truyền thông 7.3% (-0.3pp)
Công nghiệp 7.0% (+0.7pp)
Hàng tiêu dùng thiết yếu 4.0% (+0.4pp)
Năng lượng 3.7% (+0.9pp)
Vật liệu Cơ bản 2.1% (+0.2pp)
Tiện ích 2.0% (+0.2pp)
Bất động sản 1.3% (-0.1pp)

Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.

Danh mục đầu tư · Q1 2026
#Chứng khoánTỷ trọngGiá trịCổ phầnΔ cổ phầnĐang nắm giữ
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 (chưa ánh xạ) $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

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.

Tuổi vị thế
2550–1 quý
64602–4 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 lýVị thế chungMức độ trùng lặp tênMức 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: Q1 2026 · hồ sơ mới nhất Aug 13, 2026 · Phương pháp tính thay đổi