운용사 기록 · ✦ 큐레이션

Morgan Stanley

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

Bank-affiliated adviser aggregating client assets.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 변동 ⇄

$1.89T보고된 13F 가치

45,905포지션

21.1%상위 10개 비중

137.90유효 보유 종목

3.9%추정 회전율

+213신규

−162청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다.

분기별 보고 가치 Q3 2025 → Q2 2026

섹터 익스포저

금융 서비스 34.5% (-1.1pp)

기술 25.6% (+3.7pp)

헬스케어 7.4% (-0.3pp)

산업재 7.2% (+0.2pp)

경기소비재 7.0% (-0.5pp)

커뮤니케이션 서비스 6.9% (-0.4pp)

필수소비재 3.5% (-0.5pp)

에너지 3.0% (-0.7pp)

유틸리티 1.8% (-0.2pp)

기초소재 1.8% (-0.3pp)

부동산 1.3% (+0.0pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q2 2026

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	AAPL Apple Inc.	3.7%	$28.59B	98.81M	-0.8%	▼ Trim	4+
2	NVDA NVIDIA Corporation	3.8%	$23.01B	115.02M	+3.9%	▲ Add	4+
3	NVDA NVIDIA Corporation	3.8%	$20.56B	102.73M	+3.9%	▲ Add	4+
4	AAPL Apple Inc.	3.7%	$19.86B	68.63M	-0.8%	▼ Trim	4+
5	GOOGL Alphabet Inc.	2.3%	$17.73B	49.62M	-0.4%	▼ Trim	4+
6	MSFT Microsoft Corporation	2.5%	$17.19B	46.07M	+2.2%	▲ Add	4+
7	AMZN Amazon.com, Inc.	2.3%	$16.19B	67.92M	+3.1%	▲ Add	4+
8	IVV iShares Core S&P 500 ETF	1.0%	$14.97B	19.99M	+5.5%	▲ Add	4+
9	IWF iShares Russell 1000 Growth…	0.8%	$14.41B	116.06M	-0.1% ✂	▼ Trim	4+
10	SPY State Street SPDR S&P 500…	1.3%	$14.16B	18.97M	-20.3%	▼ Trim	4+
11	MSFT Microsoft Corporation	2.5%	$13.02B	34.91M	+2.2%	▲ Add	4+
12	VOO Vanguard S&P 500 ETF	0.9%	$12.39B	18.04M	+2.1%	▲ Add	4+
13	JPM JPMorgan Chase & Co.	1.2%	$11.54B	35.25M	-2.1%	▼ Trim	4+
14	GOOGL Alphabet Inc.	2.3%	$10.59B	29.64M	-0.4%	▼ Trim	4+
15	AMZN Amazon.com, Inc.	2.3%	$10.36B	43.48M	+3.1%	▲ Add	4+
16	AVGO Broadcom Inc.	1.6%	$10.19B	26.97M	+4.1%	▲ Add	4+
17	IWD iShares Russell 1000 Value…	0.5%	$9.58B	39.51M	-3.7%	▼ Trim	4+
18	BND Vanguard Total Bond Market…	0.5%	$9.24B	125.88M	+0.7%	▲ Add	4+
19	LLY Eli Lilly and Company	1.0%	$9.18B	7.66M	+5.1%	▲ Add	4+
20	AVGO Broadcom Inc.	1.6%	$9.06B	23.98M	+4.1%	▲ Add	4+
21	IEMG iShares Core MSCI Emerging…	0.6%	$8.92B	107.70M	+1.6%	▲ Add	4+
22	IEFA iShares Core MSCI EAFE ETF	0.5%	$8.80B	91.16M	+1.4%	▲ Add	4+
23	QQQ Invesco QQQ Trust, Series 1	0.8%	$8.56B	11.62M	-1.8%	▼ Trim	4+
24	SPY State Street SPDR S&P 500…	1.3%	$8.52B	11.41M	-20.3%	▼ Trim	4+
25	GOOG Alphabet Inc.	1.4%	$8.18B	23.14M	+1.1%	▲ Add	4+
26	GOOG Alphabet Inc.	1.4%	$7.95B	22.49M	+1.1%	▲ Add	4+
27	VUG Vanguard Morningstar Growth…	0.4%	$7.65B	88.79M	+0.4% ✂	▲ Add	4+
28	VTV Vanguard Morningstar Value…	0.4%	$7.56B	34.70M	+5.2%	▲ Add	4+
29	NVDA NVIDIA Corporation	3.8%	$7.52B	37.58M	+3.9%	▲ Add	4+
30	V Visa Inc.	0.8%	$7.11B	20.72M	0.0%	▼ Trim	4+
31	META Meta Platforms, Inc.	1.2%	$6.95B	12.33M	+3.6%	▲ Add	4+
32	PANW Palo Alto Networks, Inc.	0.5%	$6.62B	19.42M	-8.9%	▼ Trim	4+
33	NVDA NVIDIA Corporation	3.8%	$6.38B	31.88M	+3.9%	▲ Add	4+
34	AAPL Apple Inc.	3.7%	$6.36B	21.99M	-0.8%	▼ Trim	4+
35	MU Micron Technology, Inc.	1.1%	$6.31B	5.47M	+9.7%	▲ Add	4+
36	RSP Invesco S&P 500 Equal…	0.4%	$5.93B	27.85M	-4.8%	▼ Trim	4+
37	BRK-B Berkshire Hathaway Inc.	0.7%	$5.75B	11.50M	-0.7%	▼ Trim	4+
38	META Meta Platforms, Inc.	1.2%	$5.62B	9.98M	+3.6%	▲ Add	4+
39	JNJ Johnson & Johnson	0.6%	$5.48B	21.56M	+0.2%	▲ Add	4+
40	VTI Vanguard Morningstar Total…	0.3%	$5.31B	14.34M	+3.7%	▲ Add	4+
41	VEA Vanguard FTSE Developed…	0.3%	$5.03B	70.63M	-13.2%	▼ Trim	4+
42	HD The Home Depot, Inc.	0.4%	$4.97B	14.09M	+1.1%	▲ Add	4+
43	NVDA NVIDIA Corporation	3.8%	$4.97B	24.83M	+3.9%	▲ Add	4+
44	ABBV AbbVie Inc.	0.5%	$4.96B	19.73M	+2.3%	▲ Add	4+
45	TSLA Tesla, Inc.	0.9%	$4.93B	11.71M	-0.8%	▼ Trim	4+
46	XONA.DE Exxon Mobil Corporation	0.5%	$4.83B	35.34M	+1.9%	▲ Add	4+
47	IVW iShares S&P 500 Growth ETF	0.3%	$4.74B	34.44M	+0.9%	▲ Add	4+
48	LLY Eli Lilly and Company	1.0%	$4.73B	3.94M	+5.1%	▲ Add	4+
49	JPM JPMorgan Chase & Co.	1.2%	$4.72B	14.41M	-2.1%	▼ Trim	4+
50	WMT Walmart Inc.	0.5%	$4.70B	41.48M	+2.8%	▲ Add	4+
51	COST Costco Wholesale Corporation	0.5%	$4.64B	4.96M	+3.2%	▲ Add	4+
52	AMD Advanced Micro Devices, Inc.	0.7%	$4.49B	7.73M	+2.1%	▲ Add	4+
53	VOO Vanguard S&P 500 ETF	0.9%	$4.48B	6.53M	+2.1%	▲ Add	4+
54	GOOGL Alphabet Inc.	2.3%	$4.45B	12.46M	-0.4%	▼ Trim	4+
55	MSFT Microsoft Corporation	2.5%	$4.10B	10.98M	+2.2%	▲ Add	4+
56	AAPL Apple Inc.	3.7%	$4.06B	14.03M	-0.8%	▼ Trim	4+
57	NVDA NVIDIA Corporation	3.8%	$4.05B	20.24M	+3.9%	▲ Add	4+
58	AAPL Apple Inc.	3.7%	$3.99B	13.80M	-0.8%	▼ Trim	4+
59	CSCO Cisco Systems, Inc.	0.5%	$3.98B	33.91M	+3.4%	▲ Add	4+
60	MU Micron Technology, Inc.	1.1%	$3.97B	3.44M	+9.7%	▲ Add	4+
61	QQQ Invesco QQQ Trust, Series 1	0.8%	$3.96B	5.37M	-1.8%	▼ Trim	4+
62	AAPL Apple Inc.	3.7%	$3.87B	13.39M	-0.8%	▼ Trim	4+
63	BRK-B Berkshire Hathaway Inc.	0.7%	$3.83B	7.66M	-0.7%	▼ Trim	4+
64	MSFT Microsoft Corporation	2.5%	$3.83B	10.25M	+2.2%	▲ Add	4+
65	ETN Eaton Corporation plc	0.3%	$3.77B	8.84M	+1.1%	▲ Add	4+
66	AMD Advanced Micro Devices, Inc.	0.7%	$3.69B	6.35M	+2.1%	▲ Add	4+
67	MU Micron Technology, Inc.	1.1%	$3.65B	3.16M	+9.7%	▲ Add	4+
68	TSLA Tesla, Inc.	0.9%	$3.64B	8.65M	-0.8%	▼ Trim	4+
69	GEV GE Vernova Inc.	0.4%	$3.57B	3.04M	-10.3%	▼ Trim	4+
70	NEE NextEra Energy, Inc.	0.3%	$3.51B	39.95M	-2.0%	▼ Trim	4+
71	XLK State Street Technology…	0.2%	$3.47B	18.22M	+0.6%	▲ Add	4+
72	AMZN Amazon.com, Inc.	2.3%	$3.47B	14.54M	+3.1%	▲ Add	4+
73	GLD SPDR Gold Shares	0.2%	$3.45B	9.36M	-1.5%	▼ Trim	4+
74	AMZN Amazon.com, Inc.	2.3%	$3.36B	14.11M	+3.1%	▲ Add	4+
75	BX Blackstone Inc.	0.2%	$3.33B	28.31M	+7.2%	▲ Add	4+
76	IVE iShares S&P 500 Value ETF	0.2%	$3.33B	14.66M	-0.1%	▼ Trim	4+
77	CVX Chevron Corporation	0.3%	$3.25B	19.60M	-2.2%	▼ Trim	4+
78	AMAT Applied Materials, Inc.	0.5%	$3.24B	4.49M	+14.2%	▲ Add	4+
79	PG The Procter & Gamble Company	0.4%	$3.23B	22.02M	-4.2%	▼ Trim	4+
80	GS The Goldman Sachs Group…	0.4%	$3.23B	3.19M	+3.1%	▲ Add	4+
81	V Visa Inc.	0.8%	$3.21B	9.36M	0.0%	▼ Trim	4+
82	JPST JPMorgan Ultra-Short Income…	0.2%	$3.20B	63.37M	+3.7%	▲ Add	4+
83	RTX RTX Corporation	0.3%	$3.19B	16.80M	+2.7%	▲ Add	4+
84	CAT Caterpillar Inc.	0.4%	$3.12B	2.93M	+0.1%	▲ Add	4+
85	VWO Vanguard FTSE Emerging…	0.2%	$3.09B	51.72M	+3.4%	▲ Add	4+
86	VIG Vanguard Dividend…	0.2%	$3.08B	13.00M	+1.5%	▲ Add	4+
87	MU Micron Technology, Inc.	1.1%	$3.07B	2.66M	+9.7%	▲ Add	4+
88	IJH iShares Core S&P Mid-Cap ETF	0.2%	$3.07B	39.84M	+11.6%	▲ Add	4+
89	AMAT Applied Materials, Inc.	0.5%	$2.99B	4.13M	+14.2%	▲ Add	4+
90	AGG iShares Core U.S. Aggregate…	0.2%	$2.94B	29.68M	+9.8%	▲ Add	4+
91	KO The Coca-Cola Company	0.4%	$2.93B	36.09M	-2.2%	▼ Trim	4+
92	BAC Bank of America Corporation	0.3%	$2.93B	51.40M	+5.5%	▲ Add	4+
93	IWP iShares Russell Mid-Cap…	0.2%	$2.92B	19.97M	+0.9%	▲ Add	4+
94	AVGO Broadcom Inc.	1.6%	$2.91B	7.71M	+4.1%	▲ Add	4+
95	AVGO Broadcom Inc.	1.6%	$2.85B	7.54M	+4.1%	▲ Add	4+
96	TMO Thermo Fisher Scientific…	0.3%	$2.83B	5.64M	-0.9%	▼ Trim	4+
97	VO Vanguard Morningstar…	0.2%	$2.83B	35.10M	+5.0% ✂	▲ Add	4+
98	MRK Merck & Co., Inc.	0.3%	$2.83B	21.99M	+2.1%	▲ Add	4+
99	TSM Taiwan Semiconductor…	0.4%	$2.78B	5.82M	+7.3%	▲ Add	4+
100	MORGAN STANLEY PATHWAY FDS (미매핑)	—	$2.78B	47.32M	—		—
101	IJR iShares Core S&P Small-Cap…	0.1%	$2.76B	18.64M	+4.8%	▲ Add	4+
102	JEPI JPMorgan Equity Premium…	0.1%	$2.75B	48.73M	+2.6%	▲ Add	4+
103	IUSG iShares Core S&P U.S.…	0.1%	$2.75B	14.61M	+0.7%	▲ Add	4+
104	JNJ Johnson & Johnson	0.6%	$2.74B	10.78M	+0.2%	▲ Add	4+
105	LRCX Lam Research Corporation	0.4%	$2.74B	6.32M	+1.3%	▲ Add	4+
106	QQQ Invesco QQQ Trust, Series 1	0.8%	$2.70B	3.66M	-1.8%	▼ Trim	4+
107	BIL State Street SPDR Bloomberg…	0.1%	$2.66B	29.01M	-4.3%	▼ Trim	4+
108	NFLX Netflix, Inc.	0.4%	$2.62B	36.63M	+0.7%	▲ Add	4+
109	NET Cloudflare, Inc.	0.2%	$2.60B	10.60M	-3.9%	▼ Trim	4+
110	MSFT Microsoft Corporation	2.5%	$2.58B	6.93M	+2.2%	▲ Add	4+
111	AMZN Amazon.com, Inc.	2.3%	$2.54B	10.65M	+3.1%	▲ Add	4+
112	INTC Intel Corp.	0.5%	$2.53B	18.14M	+13.9%	▲ Add	4+
113	MSFT Microsoft Corporation	2.5%	$2.52B	6.76M	+2.2%	▲ Add	4+
114	GOOG Alphabet Inc.	1.4%	$2.52B	7.13M	+1.1%	▲ Add	4+
115	XONA.DE Exxon Mobil Corporation	0.5%	$2.52B	18.40M	+1.9%	▲ Add	4+
116	IBM International Business…	0.3%	$2.50B	8.88M	-11.1%	▼ Trim	4+
117	IVV iShares Core S&P 500 ETF	1.0%	$2.48B	3.31M	+5.5%	▲ Add	4+
118	VB Vanguard Morningstar…	0.1%	$2.43B	8.03M	+0.7%	▲ Add	4+
119	KLAC KLA Corporation	0.3%	$2.40B	7.96M	-3.5% ✂	▼ Trim	4+
120	MCD McDonald's Corporation	0.2%	$2.39B	8.86M	-3.8%	▼ Trim	4+
121	AMGN Amgen Inc.	0.3%	$2.39B	6.59M	-13.8%	▼ Trim	4+
122	WMT Walmart Inc.	0.5%	$2.37B	20.90M	+2.8%	▲ Add	4+
123	AXP American Express Company	0.2%	$2.36B	6.97M	+2.4%	▲ Add	4+
124	ABBV AbbVie Inc.	0.5%	$2.33B	9.25M	+2.3%	▲ Add	4+
125	CSCO Cisco Systems, Inc.	0.5%	$2.32B	19.79M	+3.4%	▲ Add	4+
126	CAT Caterpillar Inc.	0.4%	$2.30B	2.16M	+0.1%	▲ Add	4+
127	UNP Union Pacific Corporation	0.2%	$2.30B	8.46M	-2.0%	▼ Trim	4+
128	MA Mastercard Incorporated	0.4%	$2.25B	4.39M	-1.1%	▼ Trim	4+
129	MA Mastercard Incorporated	0.4%	$2.25B	4.37M	-1.1%	▼ Trim	4+
130	META Meta Platforms, Inc.	1.2%	$2.24B	3.98M	+3.6%	▲ Add	4+
131	GOOGL Alphabet Inc.	2.3%	$2.20B	6.16M	-0.4%	▼ Trim	4+
132	COST Costco Wholesale Corporation	0.5%	$2.10B	2.24M	+3.2%	▲ Add	4+
133	IWM iShares Russell 2000 ETF	0.3%	$2.07B	6.89M	-37.2%	▼ Trim	4+
134	EFA iShares MSCI EAFE ETF	0.2%	$2.06B	19.81M	+1.8%	▲ Add	4+
135	UNH UnitedHealth Group…	0.3%	$2.06B	4.95M	-1.1%	▼ Trim	4+
136	IWM iShares Russell 2000 ETF	0.3%	$2.04B	6.80M	-37.2%	▼ Trim	4+
137	GOOGL Alphabet Inc.	2.3%	$2.04B	5.71M	-0.4%	▼ Trim	4+
138	META Meta Platforms, Inc.	1.2%	$2.03B	3.60M	+3.6%	▲ Add	4+
139	VGT Vanguard Information…	0.1%	$2.02B	16.94M	+2.5% ✂	▲ Add	4+
140	NVDA NVIDIA Corporation	3.8%	$2.02B	10.11M	+3.9%	▲ Add	4+
141	WFC Wells Fargo & Company	0.2%	$2.02B	24.42M	+3.2%	▲ Add	4+
142	BLK BlackRock, Inc.	0.2%	$2.01B	2.09M	+1.4%	▲ Add	4+
143	AMZN Amazon.com, Inc.	2.3%	$2.00B	8.40M	+3.1%	▲ Add	4+
144	GOOGL Alphabet Inc.	2.3%	$1.97B	5.53M	-0.4%	▼ Trim	4+
145	EVTR Eaton Vance Total Return…	0.1%	$1.96B	38.59M	+19.4%	▲ Add	4+
146	VEU Vanguard FTSE All-World…	0.1%	$1.96B	23.35M	-7.4%	▼ Trim	4+
147	GE GE Aerospace	0.3%	$1.95B	5.23M	+2.4%	▲ Add	4+
148	LMT Lockheed Martin Corporation	0.2%	$1.95B	3.84M	+0.7%	▲ Add	4+
149	TSLA Tesla, Inc.	0.9%	$1.92B	4.57M	-0.8%	▼ Trim	4+
150	TSM Taiwan Semiconductor…	0.4%	$1.92B	4.02M	+7.3%	▲ Add	4+
151	GOOG Alphabet Inc.	1.4%	$1.90B	5.39M	+1.1%	▲ Add	4+
152	INTC Intel Corp.	0.5%	$1.86B	13.36M	+13.9%	▲ Add	4+
153	AMD Advanced Micro Devices, Inc.	0.7%	$1.85B	3.18M	+2.1%	▲ Add	4+
154	BSV Vanguard Short-Term Bond ETF	0.1%	$1.84B	23.64M	-3.1%	▼ Trim	4+
155	AVGO Broadcom Inc.	1.6%	$1.83B	4.85M	+4.1%	▲ Add	4+
156	UNH UnitedHealth Group…	0.3%	$1.81B	4.36M	-1.1%	▼ Trim	4+
157	EWJ iShares MSCI Japan ETF	0.1%	$1.78B	19.09M	+7.0%	▲ Add	4+
158	RPRX Royalty Pharma plc	0.1%	$1.78B	31.71M	-1.5%	▼ Trim	4+
159	XLF State Street Financial…	0.1%	$1.78B	33.14M	-6.6%	▼ Trim	4+
160	AAPL Apple Inc.	3.7%	$1.77B	6.12M	-0.8%	▼ Trim	4+
161	VCIT Vanguard Intermediate-Term…	0.1%	$1.76B	21.28M	-7.5%	▼ Trim	4+
162	GEV GE Vernova Inc.	0.4%	$1.72B	1.47M	-10.3%	▼ Trim	4+
163	PEP PepsiCo, Inc.	0.2%	$1.72B	12.71M	+0.1%	▲ Add	4+
164	STX Seagate Technology Holdings…	0.2%	$1.72B	1.78M	-0.8%	▼ Trim	4+
165	IAU iShares Gold Trust	0.1%	$1.71B	22.60M	-1.1%	▼ Trim	4+
166	PM Philip Morris International…	0.2%	$1.70B	9.42M	+4.5%	▲ Add	4+
167	WDC Western Digital Corporation	0.3%	$1.69B	2.64M	+2.6%	▲ Add	4+
168	BAC Bank of America Corporation	0.3%	$1.68B	29.55M	+5.5%	▲ Add	4+
169	VYM Vanguard High Dividend…	0.1%	$1.68B	10.62M	+3.0%	▲ Add	4+
170	FBND Fidelity Total Bond ETF	0.1%	$1.67B	36.81M	+3.7%	▲ Add	4+
171	RDVY First Trust Rising Dividend…	0.1%	$1.67B	20.60M	-1.2%	▼ Trim	4+
172	TSLA Tesla, Inc.	0.9%	$1.66B	3.95M	-0.8%	▼ Trim	4+
173	QUAL iShares MSCI USA Quality…	0.1%	$1.65B	7.52M	-14.4%	▼ Trim	4+
174	XLI State Street Industrial…	0.1%	$1.65B	8.90M	-5.2%	▼ Trim	4+
175	C Citigroup Inc.	0.2%	$1.65B	11.77M	+1.0%	▲ Add	4+
176	VGSH Vanguard Short-Term…	0.1%	$1.64B	28.24M	+1.9%	▲ Add	4+
177	LRCX Lam Research Corporation	0.4%	$1.64B	3.78M	+1.3%	▲ Add	4+
178	INTC Intel Corp.	0.5%	$1.63B	11.69M	+13.9%	▲ Add	4+
179	BE Bloom Energy Corporation	0.1%	$1.63B	5.38M	-4.3%	▼ Trim	4+
180	GE GE Aerospace	0.3%	$1.62B	4.33M	+2.4%	▲ Add	4+
181	UBER Uber Technologies, Inc.	0.3%	$1.61B	22.30M	-5.5%	▼ Trim	4+
182	ORCL Oracle Corporation	0.2%	$1.61B	10.97M	+4.9%	▲ Add	4+
183	JEPQ JPMorgan Nasdaq Equity…	0.1%	$1.60B	26.01M	+10.3%	▲ Add	4+
184	MRK Merck & Co., Inc.	0.3%	$1.59B	12.35M	+2.1%	▲ Add	4+
185	VT Vanguard Total World Stock…	0.1%	$1.59B	10.11M	+20.9%	▲ Add	4+
186	XLV State Street Health Care…	0.1%	$1.58B	9.95M	+2.5%	▲ Add	4+
187	HD The Home Depot, Inc.	0.4%	$1.58B	4.47M	+1.1%	▲ Add	4+
188	SRE Sempra	0.1%	$1.58B	17.01M	+2.8%	▲ Add	4+
189	VCSH Vanguard Short-Term…	0.1%	$1.56B	19.79M	+14.3%	▲ Add	4+
190	ASML ASML Holding N.V.	0.2%	$1.53B	767.09K	+0.2%	▲ Add	4+
191	DGRO iShares Core Dividend…	0.1%	$1.52B	20.11M	+4.1%	▲ Add	4+
192	GOOG Alphabet Inc.	1.4%	$1.51B	4.28M	+1.1%	▲ Add	4+
193	SPYM State Street SPDR Portfolio…	0.1%	$1.51B	17.19M	+9.5%	▲ Add	4+
194	SPCX Space Exploration…	0.1%	$1.51B	8.83M	신규	New	1
195	SNDK Sandisk Corporation	0.3%	$1.51B	662.46K	-15.4%	▼ Trim	4+
196	AVGO Broadcom Inc.	1.6%	$1.50B	3.98M	+4.1%	▲ Add	4+
197	GLW Corning Inc	0.2%	$1.50B	5.88M	-3.4%	▼ Trim	4+
198	CRWD CrowdStrike Holdings, Inc.	0.3%	$1.50B	1.96M	-1.0%	▼ Trim	4+
199	KO The Coca-Cola Company	0.4%	$1.47B	18.15M	-2.2%	▼ Trim	4+
200	NFLX Netflix, Inc.	0.4%	$1.47B	20.64M	+0.7%	▲ Add	4+
201	CGGR Capital Group Growth ETF	0.1%	$1.47B	31.13M	+8.9%	▲ Add	4+
202	IUSB iShares Core Universal USD…	0.1%	$1.43B	31.04M	+19.5%	▲ Add	4+
203	TT Trane Technologies plc	0.1%	$1.43B	2.91M	+2.1%	▲ Add	4+
204	VRT Vertiv Holdings Co	0.1%	$1.43B	4.27M	+3.6%	▲ Add	4+
205	GS The Goldman Sachs Group…	0.4%	$1.43B	1.41M	+3.1%	▲ Add	4+
206	IWM iShares Russell 2000 ETF	0.3%	$1.42B	4.74M	-37.2%	▼ Trim	4+
207	META Meta Platforms, Inc.	1.2%	$1.42B	2.52M	+3.6%	▲ Add	4+
208	AFRM Affirm Holdings, Inc.	0.1%	$1.41B	17.34M	+5.9%	▲ Add	4+
209	VZ Verizon Communications Inc.	0.2%	$1.41B	33.39M	-5.1%	▼ Trim	4+
210	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$1.40B	27.70M	+0.2%	▲ Add	4+
211	SMH VanEck Semiconductor ETF	0.1%	$1.40B	2.14M	-25.4%	▼ Trim	4+
212	GOOG Alphabet Inc.	1.4%	$1.40B	3.96M	+1.1%	▲ Add	4+
213	PANW Palo Alto Networks, Inc.	0.5%	$1.40B	4.10M	-8.9%	▼ Trim	4+
214	MCK McKesson Corporation	0.2%	$1.38B	1.83M	+130.7%	▲ Add	4+
215	PG The Procter & Gamble Company	0.4%	$1.38B	9.41M	-4.2%	▼ Trim	4+
216	CGDV Capital Group Dividend…	0.1%	$1.38B	27.92M	+7.2%	▲ Add	4+
217	JMBS Janus Henderson…	0.1%	$1.37B	30.55M	+7.0%	▲ Add	4+
218	SNDK Sandisk Corporation	0.3%	$1.37B	603.81K	-15.4%	▼ Trim	4+
219	HON Honeywell International Inc.	0.1%	$1.37B	6.10M	+4.5% ✂	▲ Add	4+
220	WMB The Williams Companies, Inc.	0.1%	$1.36B	18.31M	-5.7%	▼ Trim	4+
221	HONA Honeywell Aerospace Inc	0.1%	$1.36B	6.16M	신규	New	1
222	DE Deere & Company	0.1%	$1.34B	2.12M	+2.8%	▲ Add	4+
223	TMUS T-Mobile US, Inc.	0.1%	$1.34B	8.01M	+0.9%	▲ Add	4+
224	AMD Advanced Micro Devices, Inc.	0.7%	$1.34B	2.31M	+2.1%	▲ Add	4+
225	PM Philip Morris International…	0.2%	$1.34B	7.38M	+4.5%	▲ Add	4+
226	NOW ServiceNow, Inc.	0.1%	$1.33B	13.37M	+14.1%	▲ Add	4+
227	IWS iShares Russell Mid-Cap…	0.1%	$1.33B	8.06M	+0.2%	▲ Add	4+
228	TSLA Tesla, Inc.	0.9%	$1.32B	3.14M	-0.8%	▼ Trim	4+
229	LLY Eli Lilly and Company	1.0%	$1.32B	1.10M	+5.1%	▲ Add	4+
230	CVX Chevron Corporation	0.3%	$1.32B	7.97M	-2.2%	▼ Trim	4+
231	VXUS Vanguard Total…	0.1%	$1.32B	15.41M	+11.5%	▲ Add	4+
232	DYNF iShares U.S. Equity Factor…	0.1%	$1.31B	19.22M	+10.7%	▲ Add	4+
233	DELL Dell Technologies Inc.	0.2%	$1.30B	3.02M	+6.4%	▲ Add	4+
234	GOOGL Alphabet Inc.	2.3%	$1.30B	3.63M	-0.4%	▼ Trim	4+
235	CEG Constellation Energy…	0.1%	$1.28B	5.17M	+1.7%	▲ Add	4+
236	TXN Texas Instruments…	0.2%	$1.27B	4.25M	+9.6%	▲ Add	4+
237	TJX The TJX Companies, Inc.	0.2%	$1.27B	8.35M	+1.1%	▲ Add	4+
238	LIN Linde plc	0.2%	$1.26B	2.43M	+0.2%	▲ Add	4+
239	QQQM Invesco NASDAQ 100 ETF	0.1%	$1.26B	4.16M	+24.8%	▲ Add	4+
240	ORCL Oracle Corporation	0.2%	$1.26B	8.58M	+4.9%	▲ Add	4+
241	RTX RTX Corporation	0.3%	$1.25B	6.60M	+2.7%	▲ Add	4+
242	APH Amphenol Corporation	0.2%	$1.25B	7.10M	+17.5%	▲ Add	4+
243	AMZN Amazon.com, Inc.	2.3%	$1.25B	5.23M	+3.1%	▲ Add	4+
244	MU Micron Technology, Inc.	1.1%	$1.24B	1.08M	+9.7%	▲ Add	4+
245	IWR iShares Russell Mid-Cap ETF	0.1%	$1.23B	11.18M	+8.6%	▲ Add	4+
246	JPM JPMorgan Chase & Co.	1.2%	$1.23B	3.76M	-2.1%	▼ Trim	4+
247	IDEV iShares Core MSCI…	0.1%	$1.23B	13.79M	+6.3%	▲ Add	4+
248	VONG Vanguard Russell 1000…	0.1%	$1.23B	9.59M	+3.9%	▲ Add	4+
249	SHW The Sherwin-Williams Company	0.1%	$1.23B	3.56M	+7.3%	▲ Add	4+
250	DASH DoorDash, Inc.	0.1%	$1.22B	6.64M	+0.1%	▲ Add	4+
251	MSFT Microsoft Corporation	2.5%	$1.22B	3.28M	+2.2%	▲ Add	4+
252	GOOG Alphabet Inc.	1.4%	$1.22B	3.46M	+1.1%	▲ Add	4+
253	IYW iShares U.S. Technology ETF	0.1%	$1.22B	4.83M	-1.3%	▼ Trim	4+
254	PFE Pfizer Inc.	0.1%	$1.22B	50.57M	+4.0%	▲ Add	4+
255	AEP American Electric Power…	0.1%	$1.21B	8.85M	+31.0%	▲ Add	4+
256	APH Amphenol Corporation	0.2%	$1.21B	6.84M	+17.5%	▲ Add	4+
257	SHY iShares 1-3 Year Treasury…	0.1%	$1.18B	14.43M	+5.6%	▲ Add	4+
258	ROIV Roivant Sciences Ltd.	0.1%	$1.18B	33.45M	-17.8%	▼ Trim	4+
259	CIBR First Trust Nasdaq…	0.1%	$1.18B	13.15M	+0.4%	▲ Add	4+
260	META Meta Platforms, Inc.	1.2%	$1.17B	2.08M	+3.6%	▲ Add	4+
261	JPM JPMorgan Chase & Co.	1.2%	$1.16B	3.56M	-2.1%	▼ Trim	4+
262	ACWI iShares MSCI ACWI ETF	0.1%	$1.16B	7.40M	+4.4%	▲ Add	4+
263	WDC Western Digital Corporation	0.3%	$1.16B	1.81M	+2.6%	▲ Add	4+
264	XBI State Street SPDR S&P…	0.1%	$1.16B	7.31M	-12.1%	▼ Trim	4+
265	XLE State Street Energy Select…	0.1%	$1.16B	21.78M	-10.5%	▼ Trim	4+
266	LRCX Lam Research Corporation	0.4%	$1.16B	2.67M	+1.3%	▲ Add	4+
267	CMI Cummins Inc.	0.1%	$1.15B	1.61M	+1.4%	▲ Add	4+
268	SPOT Spotify Technology S.A.	0.2%	$1.14B	2.49M	-11.5%	▼ Trim	4+
269	EEM iShares MSCI Emerging…	0.1%	$1.14B	16.68M	+14.0%	▲ Add	4+
270	ASML ASML Holding N.V.	0.2%	$1.14B	572.31K	+0.2%	▲ Add	4+
271	SPYG State Street SPDR Portfolio…	0.1%	$1.14B	9.55M	+0.3%	▲ Add	4+
272	PH Parker-Hannifin Corporation	0.1%	$1.14B	1.16M	+1.1%	▲ Add	4+
273	DIA State Street SPDR Dow Jones…	0.1%	$1.13B	2.16M	-9.2%	▼ Trim	4+
274	VGIT Vanguard Intermediate-Term…	0.1%	$1.12B	19.03M	+2.2%	▲ Add	4+
275	SHOP Shopify Inc.	0.2%	$1.11B	9.72M	+3.3%	▲ Add	4+
276	V Visa Inc.	0.8%	$1.10B	3.22M	0.0%	▼ Trim	4+
277	JAAA Janus Henderson AAA CLO ETF	0.1%	$1.09B	21.65M	+3.8%	▲ Add	4+
278	LLY Eli Lilly and Company	1.0%	$1.09B	910.36K	+5.1%	▲ Add	4+
279	VXF Vanguard Extended Market ETF	0.1%	$1.09B	4.42M	+6.5%	▲ Add	4+
280	BRK-B Berkshire Hathaway Inc.	0.7%	$1.08B	2.17M	-0.7%	▼ Trim	4+
281	AVEM Avantis Emerging Markets…	0.1%	$1.08B	11.24M	+40.8%	▲ Add	4+
282	IEMG iShares Core MSCI Emerging…	0.6%	$1.08B	13.08M	+1.6%	▲ Add	4+
283	IUSV iShares Core S&P U.S. Value…	0.1%	$1.08B	9.78M	-0.7%	▼ Trim	4+
284	AMAT Applied Materials, Inc.	0.5%	$1.08B	1.49M	+14.2%	▲ Add	4+
285	MU Micron Technology, Inc.	1.1%	$1.08B	932.51K	+9.7%	▲ Add	4+
286	GLW Corning Inc	0.2%	$1.08B	4.21M	-3.4%	▼ Trim	4+
287	CL Colgate-Palmolive Company	0.1%	$1.08B	11.74M	+5.7%	▲ Add	4+
288	IBM International Business…	0.3%	$1.08B	3.82M	-11.1%	▼ Trim	4+
289	MS Morgan Stanley	0.1%	$1.07B	5.14M	-0.7%	▼ Trim	4+
290	SNDK Sandisk Corporation	0.3%	$1.07B	472.21K	-15.4%	▼ Trim	4+
291	MGK Vanguard Morningstar Mega…	0.1%	$1.07B	12.18M	+3.2% ✂	▲ Add	4+
292	GILD Gilead Sciences, Inc.	0.2%	$1.07B	8.45M	+3.0%	▲ Add	4+
293	APP AppLovin Corporation	0.2%	$1.07B	2.07M	+3.3%	▲ Add	4+
294	MBB iShares MBS ETF	0.1%	$1.07B	11.29M	+6.9%	▲ Add	4+
295	MELI MercadoLibre, Inc.	0.1%	$1.07B	628.63K	-5.6%	▼ Trim	4+
296	DIS The Walt Disney Company	0.2%	$1.07B	11.07M	+2.1%	▲ Add	4+
297	ITOT iShares Core S&P Total U.S.…	0.1%	$1.06B	6.48M	-0.4%	▼ Trim	4+
298	WDC Western Digital Corporation	0.3%	$1.06B	1.67M	+2.6%	▲ Add	4+
299	USB U.S. Bancorp	0.1%	$1.06B	17.60M	+4.3%	▲ Add	4+
300	AMGN Amgen Inc.	0.3%	$1.06B	2.93M	-13.8%	▼ Trim	4+
301	AXP American Express Company	0.2%	$1.06B	3.13M	+2.4%	▲ Add	4+
302	ETN Eaton Corporation plc	0.3%	$1.05B	2.48M	+1.1%	▲ Add	4+
303	NOC Northrop Grumman Corporation	0.1%	$1.05B	2.06M	-1.3%	▼ Trim	4+
304	STX Seagate Technology Holdings…	0.2%	$1.04B	1.08M	-0.8%	▼ Trim	4+
305	PLTR Palantir Technologies Inc.	0.2%	$1.03B	8.86M	+5.7%	▲ Add	4+
306	TJX The TJX Companies, Inc.	0.2%	$1.03B	6.80M	+1.1%	▲ Add	4+
307	WFC Wells Fargo & Company	0.2%	$1.03B	12.44M	+3.2%	▲ Add	4+
308	INTC Intel Corp.	0.5%	$1.03B	7.36M	+13.9%	▲ Add	4+
309	VGK Vanguard FTSE Europe ETF	0.1%	$1.03B	11.59M	-3.3%	▼ Trim	4+
310	DVY iShares Select Dividend ETF	0.1%	$1.02B	6.50M	+0.8%	▲ Add	4+
311	CRM Salesforce, Inc.	0.2%	$1.01B	6.42M	-26.4%	▼ Trim	4+
312	HYG iShares iBoxx $ High Yield…	0.1%	$1.00B	12.56M	-25.9%	▼ Trim	4+
313	WMT Walmart Inc.	0.5%	$999.95M	8.83M	+2.8%	▲ Add	4+
314	ADI Analog Devices, Inc.	0.2%	$998.54M	2.51M	-0.1%	▼ Trim	4+
315	AUR Aurora Innovation, Inc.	0.1%	$994.14M	145.77M	+11.2%	▲ Add	4+
316	LQD iShares iBoxx $ Investment…	0.1%	$988.68M	9.06M	+17.6%	▲ Add	4+
317	JPM JPMorgan Chase & Co.	1.2%	$975.93M	2.98M	-2.1%	▼ Trim	4+
318	META Meta Platforms, Inc.	1.2%	$972.56M	1.73M	+3.6%	▲ Add	4+
319	STX Seagate Technology Holdings…	0.2%	$970.59M	1.01M	-0.8%	▼ Trim	4+
320	NOBL ProShares - S&P 500…	0.1%	$963.34M	17.15M	-5.3% ✂	▼ Trim	4+
321	C Citigroup Inc.	0.2%	$963.04M	6.88M	+1.0%	▲ Add	4+
322	VOE Vanguard Morningstar…	0.1%	$961.80M	4.87M	+2.7%	▲ Add	4+
323	ANET Arista Networks, Inc.	0.2%	$958.89M	5.64M	+6.4%	▲ Add	4+
324	FPE First Trust Preferred…	0.1%	$957.54M	53.55M	+1.5%	▲ Add	4+
325	IXUS iShares Core MSCI Total…	0.1%	$950.23M	9.96M	-24.7%	▼ Trim	4+
326	EEM iShares MSCI Emerging…	0.1%	$949.77M	13.88M	+14.0%	▲ Add	4+
327	SPGI S&P Global Inc.	0.2%	$943.11M	2.32M	-7.6%	▼ Trim	4+
328	PBUS Invesco MSCI USA ETF	0.1%	$942.39M	12.59M	-7.7%	▼ Trim	4+
329	PLTR Palantir Technologies Inc.	0.2%	$942.01M	8.07M	+5.7%	▲ Add	4+
330	NVDA NVIDIA Corporation	3.8%	$940.94M	4.70M	+3.9%	▲ Add	4+
331	KO The Coca-Cola Company	0.4%	$936.68M	11.53M	-2.2%	▼ Trim	4+
332	VOT Vanguard Morningstar…	0.1%	$935.98M	3.06M	+2.9%	▲ Add	4+
333	CRM Salesforce, Inc.	0.2%	$935.12M	5.97M	-26.4%	▼ Trim	4+
334	VBR Vanguard Morningstar…	0.1%	$933.92M	3.84M	+1.2%	▲ Add	4+
335	VV Vanguard Morningstar…	0.1%	$932.13M	2.71M	+1.6%	▲ Add	4+
336	FITB Fifth Third Bancorp	0.1%	$931.90M	16.53M	+18.6%	▲ Add	4+
337	MINT PIMCO Enhanced Short…	0.0%	$930.86M	9.23M	+2.3%	▲ Add	4+
338	MSFT Microsoft Corporation	2.5%	$930.34M	2.49M	+2.2%	▲ Add	4+
339	AMAT Applied Materials, Inc.	0.5%	$929.56M	1.29M	+14.2%	▲ Add	4+
340	PULS PGIM Ultra Short Bond ETF	0.0%	$925.59M	18.68M	+7.4%	▲ Add	4+
341	ANET Arista Networks, Inc.	0.2%	$922.97M	5.43M	+6.4%	▲ Add	4+
342	AON Aon plc	0.1%	$912.38M	2.75M	-2.5%	▼ Trim	4+
343	BRK-B Berkshire Hathaway Inc.	0.7%	$910.30M	1.82M	-0.7%	▼ Trim	4+
344	VLO Valero Energy Corporation	0.1%	$909.30M	3.49M	+10.8%	▲ Add	4+
345	VST Vistra Corp.	0.1%	$903.51M	5.70M	+7.5%	▲ Add	4+
346	CSCO Cisco Systems, Inc.	0.5%	$902.12M	7.68M	+3.4%	▲ Add	4+
347	IONQ IonQ, Inc.	0.1%	$901.76M	16.93M	+24.3%	▲ Add	4+
348	VTWO Vanguard Russell 2000 ETF	0.1%	$900.51M	7.42M	+0.2%	▲ Add	4+
349	MTUM iShares MSCI USA Momentum…	0.0%	$899.33M	2.62M	-12.1%	▼ Trim	4+
350	TSLA Tesla, Inc.	0.9%	$893.10M	2.12M	-0.8%	▼ Trim	4+
351	PVAL Putnam Focused Large Cap…	0.0%	$890.66M	17.48M	+23.9%	▲ Add	4+
352	TSLA Tesla, Inc.	0.9%	$889.43M	2.11M	-0.8%	▼ Trim	4+
353	IWN iShares Russell 2000 Value…	0.1%	$887.22M	4.01M	-2.8%	▼ Trim	4+
354	COWZ Pacer US Cash Cows 100 ETF	0.0%	$886.28M	14.25M	-2.4%	▼ Trim	4+
355	QXO QXO, Inc.	0.1%	$886.26M	51.29M	+15.9%	▲ Add	4+
356	AIRR First Trust RBA American…	0.0%	$881.67M	6.62M	+12.2%	▲ Add	4+
357	EQT EQT Corporation	0.1%	$880.80M	16.57M	-14.4%	▼ Trim	4+
358	SCHD Schwab U.S. Dividend Equity…	0.0%	$874.22M	27.57M	+5.9%	▲ Add	4+
359	ROK Rockwell Automation, Inc.	0.1%	$871.80M	1.76M	+7.7%	▲ Add	4+
360	T AT&T Inc.	0.1%	$870.71M	42.06M	+1.0%	▲ Add	4+
361	LRCX Lam Research Corporation	0.4%	$869.19M	2.01M	+1.3%	▲ Add	4+
362	VNQ Vanguard Real Estate ETF	0.0%	$865.10M	8.97M	-5.0%	▼ Trim	4+
363	IWO iShares Russell 2000 Growth…	0.0%	$864.47M	2.19M	-15.4%	▼ Trim	4+
364	XLU State Street Utilities…	0.1%	$863.26M	19.04M	-5.8%	▼ Trim	4+
365	IJK iShares S&P Mid-Cap 400…	0.0%	$862.07M	7.34M	-5.4%	▼ Trim	4+
366	BA The Boeing Company	0.1%	$861.78M	3.98M	+2.6%	▲ Add	4+
367	QCOM QUALCOMM Incorporated	0.2%	$860.72M	4.66M	-14.5%	▼ Trim	4+
368	NEE NextEra Energy, Inc.	0.3%	$857.96M	9.78M	-2.0%	▼ Trim	4+
369	PLD Prologis, Inc.	0.1%	$853.97M	6.30M	+4.0%	▲ Add	4+
370	ABT Abbott Laboratories	0.1%	$852.51M	9.40M	-11.6%	▼ Trim	4+
371	AVGO Broadcom Inc.	1.6%	$851.77M	2.25M	+4.1%	▲ Add	4+
372	WT WisdomTree, Inc.	0.2%	$848.48M	16.85M	0.0%	▲ Add	4+
373	LOW Lowe's Companies, Inc.	0.1%	$846.67M	3.84M	-9.7%	▼ Trim	4+
374	V Visa Inc.	0.8%	$843.42M	2.46M	0.0%	▼ Trim	4+
375	USMV iShares MSCI USA Min Vol…	0.1%	$841.86M	8.73M	+10.1%	▲ Add	4+
376	FVD First Trust Value Line…	0.0%	$841.32M	17.46M	-3.6%	▼ Trim	4+
377	ECL Ecolab Inc.	0.1%	$836.56M	3.00M	+0.5%	▲ Add	4+
378	ADI Analog Devices, Inc.	0.2%	$834.22M	2.10M	-0.1%	▼ Trim	4+
379	ISRG Intuitive Surgical, Inc.	0.1%	$831.64M	2.09M	+8.3%	▲ Add	4+
380	CME CME Group Inc.	0.1%	$831.52M	3.77M	+3.4%	▲ Add	4+
381	WT WisdomTree, Inc.	0.2%	$830.74M	8.69M	0.0%	▲ Add	4+
382	META Meta Platforms, Inc.	1.2%	$830.35M	1.47M	+3.6%	▲ Add	4+
383	JNJ Johnson & Johnson	0.6%	$829.69M	3.27M	+0.2%	▲ Add	4+
384	GOOGL Alphabet Inc.	2.3%	$829.63M	2.32M	-0.4%	▼ Trim	4+
385	ADP Automatic Data Processing…	0.1%	$826.94M	3.69M	+30.8%	▲ Add	4+
386	SNDK Sandisk Corporation	0.3%	$823.16M	362.03K	-15.4%	▼ Trim	4+
387	COST Costco Wholesale Corporation	0.5%	$822.50M	879.24K	+3.2%	▲ Add	4+
388	SYK Stryker Corporation	0.1%	$820.68M	2.61M	-5.3%	▼ Trim	4+
389	MUB iShares National Muni Bond…	0.0%	$819.52M	7.61M	-14.6%	▼ Trim	4+
390	TMO Thermo Fisher Scientific…	0.3%	$819.14M	1.63M	-0.9%	▼ Trim	4+
391	MLPX Global X - MLP & Energy…	0.0%	$818.52M	11.11M	+3.0%	▲ Add	4+
392	AMLP Alerian MLP ETF	0.0%	$817.95M	15.78M	+1.5%	▲ Add	4+
393	FTSM First Trust Enhanced Short…	0.0%	$816.38M	13.67M	-3.8%	▼ Trim	4+
394	TXN Texas Instruments…	0.2%	$813.86M	2.73M	+9.6%	▲ Add	4+
395	SGOV iShares 0-3 Month Treasury…	0.0%	$813.39M	8.08M	+0.9%	▲ Add	4+
396	SLB Slb N.V.	0.1%	$813.17M	17.49M	-6.0%	▼ Trim	4+
397	MA Mastercard Incorporated	0.4%	$813.08M	1.58M	-1.1%	▼ Trim	4+
398	MU Micron Technology, Inc.	1.1%	$812.98M	704.31K	+9.7%	▲ Add	4+
399	UBER Uber Technologies, Inc.	0.3%	$808.83M	11.21M	-5.5%	▼ Trim	4+
400	UBER Uber Technologies, Inc.	0.3%	$808.56M	11.21M	-5.5%	▼ Trim	4+
401	UNP Union Pacific Corporation	0.2%	$806.11M	2.96M	-2.0%	▼ Trim	4+
402	JPM JPMorgan Chase & Co.	1.2%	$804.53M	2.46M	-2.1%	▼ Trim	4+
403	SMH VanEck Semiconductor ETF	0.1%	$802.52M	1.22M	-25.4%	▼ Trim	4+
404	NFLX Netflix, Inc.	0.4%	$801.59M	11.23M	+0.7%	▲ Add	4+
405	MCD McDonald's Corporation	0.2%	$801.26M	2.96M	-3.8%	▼ Trim	4+
406	LLY Eli Lilly and Company	1.0%	$799.77M	666.79K	+5.1%	▲ Add	4+
407	AMD Advanced Micro Devices, Inc.	0.7%	$799.40M	1.38M	+2.1%	▲ Add	4+
408	KLAC KLA Corporation	0.3%	$799.28M	2.65M	-3.5% ✂	▼ Trim	4+
409	SDVY First Trust SMID Cap Rising…	0.0%	$796.19M	18.46M	-0.6%	▼ Trim	4+
410	EFA iShares MSCI EAFE ETF	0.2%	$794.88M	7.65M	+1.8%	▲ Add	4+
411	RBLX Roblox Corporation	0.1%	$794.19M	14.60M	-5.8%	▼ Trim	4+
412	XLY State Street Consumer…	0.1%	$784.05M	6.69M	+0.3%	▲ Add	4+
413	LMBS First Trust Low Duration…	0.0%	$783.99M	15.75M	+2.6%	▲ Add	4+
414	CRWD CrowdStrike Holdings, Inc.	0.3%	$783.25M	1.03M	-1.0%	▼ Trim	4+
415	EMLP First Trust North American…	0.0%	$781.18M	17.96M	-0.5%	▼ Trim	4+
416	SBUX Starbucks Corporation	0.1%	$778.70M	7.62M	-19.9%	▼ Trim	4+
417	QCOM QUALCOMM Incorporated	0.2%	$776.01M	4.20M	-14.5%	▼ Trim	4+
418	SPOT Spotify Technology S.A.	0.2%	$775.91M	1.69M	-11.5%	▼ Trim	4+
419	WELL Welltower Inc.	0.1%	$774.62M	3.41M	+7.9%	▲ Add	4+
420	SPOT Spotify Technology S.A.	0.2%	$774.30M	1.69M	-11.5%	▼ Trim	4+
421	IEFA iShares Core MSCI EAFE ETF	0.5%	$774.24M	8.02M	+1.4%	▲ Add	4+
422	DE Deere & Company	0.1%	$773.09M	1.22M	+2.8%	▲ Add	4+
423	SHY iShares 1-3 Year Treasury…	0.1%	$761.98M	9.28M	+5.6%	▲ Add	4+
424	RSP Invesco S&P 500 Equal…	0.4%	$759.63M	3.57M	-4.8%	▼ Trim	4+
425	CVS CVS Health Corp.	0.1%	$755.71M	7.31M	+4.4%	▲ Add	4+
426	IEF iShares 7-10 Year Treasury…	0.1%	$755.45M	7.99M	+12.6%	▲ Add	4+
427	KRE State Street SPDR S&P…	0.0%	$752.24M	10.05M	-25.0%	▼ Trim	4+
428	MDT Medtronic plc	0.1%	$751.47M	9.61M	-6.1%	▼ Trim	4+
429	FCX Freeport-McMoRan Inc.	0.1%	$748.75M	11.91M	-0.9%	▼ Trim	4+
430	TSM Taiwan Semiconductor…	0.4%	$745.66M	1.56M	+7.3%	▲ Add	4+
431	LLY Eli Lilly and Company	1.0%	$743.80M	620.13K	+5.1%	▲ Add	4+
432	IWB iShares Russell 1000 ETF	0.0%	$743.53M	1.82M	+0.6%	▲ Add	4+
433	AMD Advanced Micro Devices, Inc.	0.7%	$742.97M	1.28M	+2.1%	▲ Add	4+
434	SDY State Street SPDR S&P…	0.0%	$742.74M	4.88M	+1.2%	▲ Add	4+
435	AMZN Amazon.com, Inc.	2.3%	$742.46M	3.12M	+3.1%	▲ Add	4+
436	LNG Cheniere Energy, Inc.	0.1%	$742.39M	3.11M	-12.2%	▼ Trim	4+
437	WMT Walmart Inc.	0.5%	$741.76M	6.55M	+2.8%	▲ Add	4+
438	DHR Danaher Corporation	0.1%	$741.23M	3.89M	+1.2%	▲ Add	4+
439	CRWD CrowdStrike Holdings, Inc.	0.3%	$738.30M	967.45K	-1.0%	▼ Trim	4+
440	BRK-B Berkshire Hathaway Inc.	0.7%	$734.43M	1.47M	-0.7%	▼ Trim	4+
441	XLC State Street Communication…	0.0%	$733.81M	6.85M	+0.2%	▲ Add	4+
442	VBK Vanguard Morningstar…	0.0%	$729.91M	2.00M	+3.6%	▲ Add	4+
443	JNJ Johnson & Johnson	0.6%	$729.25M	2.87M	+0.2%	▲ Add	4+
444	ET Energy Transfer LP	0.1%	$727.34M	38.04M	-1.8%	▼ Trim	4+
445	LIN Linde plc	0.2%	$726.89M	1.40M	+0.2%	▲ Add	4+
446	PEP PepsiCo, Inc.	0.2%	$726.70M	5.37M	+0.1%	▲ Add	4+
447	PGR The Progressive Corporation	0.1%	$726.52M	3.33M	+5.3%	▲ Add	4+
448	GRID First Trust NASDAQ Clean…	0.0%	$718.29M	3.75M	+15.9%	▲ Add	4+
449	IEFA iShares Core MSCI EAFE ETF	0.5%	$717.87M	7.43M	+1.4%	▲ Add	4+
450	EWZ iShares MSCI Brazil ETF	0.1%	$716.55M	20.77M	+38.5%	▲ Add	4+
451	AEP American Electric Power…	0.1%	$715.18M	5.23M	+31.0%	▲ Add	4+
452	XONA.DE Exxon Mobil Corporation	0.5%	$713.56M	5.22M	+1.9%	▲ Add	4+
453	GILD Gilead Sciences, Inc.	0.2%	$712.11M	5.64M	+3.0%	▲ Add	4+
454	GSLC Goldman Sachs ActiveBeta…	0.0%	$711.86M	5.02M	-9.6%	▼ Trim	4+
455	QCOM QUALCOMM Incorporated	0.2%	$710.70M	3.85M	-14.5%	▼ Trim	4+
456	CSCO Cisco Systems, Inc.	0.5%	$709.25M	6.04M	+3.4%	▲ Add	4+
457	LQD iShares iBoxx $ Investment…	0.1%	$706.95M	6.48M	+17.6%	▲ Add	4+
458	GD General Dynamics Corporation	0.1%	$706.88M	2.00M	-14.2%	▼ Trim	4+
459	PBUS Invesco MSCI USA ETF	0.1%	$706.85M	9.44M	-7.7%	▼ Trim	4+
460	SPY State Street SPDR S&P 500…	1.3%	$701.29M	939.10K	-20.3%	▼ Trim	4+
461	PLTR Palantir Technologies Inc.	0.2%	$698.78M	5.99M	+5.7%	▲ Add	4+
462	ANET Arista Networks, Inc.	0.2%	$697.10M	4.10M	+6.4%	▲ Add	4+
463	VCLT Vanguard Long-Term…	0.1%	$693.83M	9.22M	+20.7%	▲ Add	4+
464	GOVT iShares U.S. Treasury Bond…	0.1%	$693.28M	30.43M	+7.2%	▲ Add	4+
465	IVV iShares Core S&P 500 ETF	1.0%	$692.11M	924.18K	+5.5%	▲ Add	4+
466	BKNG Booking Holdings Inc.	0.1%	$686.97M	3.85M	-8.4% ✂	▼ Trim	4+
467	VFLO VictoryShares Free Cash…	0.0%	$684.56M	14.96M	+19.2%	▲ Add	4+
468	PAVE Global X - U.S.…	0.0%	$683.99M	11.61M	+9.2%	▲ Add	4+
469	XONA.DE Exxon Mobil Corporation	0.5%	$679.34M	4.97M	+1.9%	▲ Add	4+
470	LRCX Lam Research Corporation	0.4%	$678.76M	1.57M	+1.3%	▲ Add	4+
471	BRK-B Berkshire Hathaway Inc.	0.7%	$678.08M	1.36M	-0.7%	▼ Trim	4+
472	SPDW State Street SPDR Portfolio…	0.0%	$677.83M	13.45M	-16.7%	▼ Trim	4+
473	BLK BlackRock, Inc.	0.2%	$677.66M	704.75K	+1.4%	▲ Add	4+
474	MRVL Marvell Technology, Inc.	0.1%	$675.97M	2.27M	+10.4%	▲ Add	4+
475	TSM Taiwan Semiconductor…	0.4%	$675.74M	1.41M	+7.3%	▲ Add	4+
476	CB Chubb Limited	0.1%	$675.44M	1.98M	+5.2%	▲ Add	4+
477	AMT American Tower Corporation	0.1%	$675.38M	4.13M	+0.3%	▲ Add	4+
478	SOXX iShares Semiconductor ETF	0.1%	$674.86M	1.05M	-15.8%	▼ Trim	4+
479	GS The Goldman Sachs Group…	0.4%	$673.87M	666.29K	+3.1%	▲ Add	4+
480	ISRG Intuitive Surgical, Inc.	0.1%	$672.82M	1.69M	+8.3%	▲ Add	4+
481	KLAC KLA Corporation	0.3%	$670.70M	2.22M	-3.5% ✂	▼ Trim	4+
482	WES Western Midstream Partners…	0.0%	$669.50M	15.30M	+366.6%	▲ Add	4+
483	EMR Emerson Electric Co.	0.1%	$668.99M	4.67M	+3.1%	▲ Add	4+
484	BIV Vanguard Intermediate-Term…	0.0%	$665.38M	8.68M	+4.2%	▲ Add	4+
485	EFG iShares MSCI EAFE Growth ETF	0.0%	$665.07M	5.35M	+12.4%	▲ Add	4+
486	GS The Goldman Sachs Group…	0.4%	$664.78M	657.31K	+3.1%	▲ Add	4+
487	EFV iShares MSCI EAFE Value ETF	0.0%	$663.10M	8.66M	-22.8%	▼ Trim	4+
488	PH Parker-Hannifin Corporation	0.1%	$662.84M	677.67K	+1.1%	▲ Add	4+
489	CAT Caterpillar Inc.	0.4%	$662.63M	622.25K	+0.1%	▲ Add	4+
490	AMZN Amazon.com, Inc.	2.3%	$662.55M	2.78M	+3.1%	▲ Add	4+
491	SPGI S&P Global Inc.	0.2%	$659.23M	1.62M	-7.6%	▼ Trim	4+
492	ABT Abbott Laboratories	0.1%	$657.45M	7.25M	-11.6%	▼ Trim	4+
493	COST Costco Wholesale Corporation	0.5%	$655.19M	700.39K	+3.2%	▲ Add	4+
494	VYMI Vanguard International High…	0.0%	$654.01M	6.66M	+3.5%	▲ Add	4+
495	MCK McKesson Corporation	0.2%	$653.96M	865.48K	+130.7%	▲ Add	4+
496	NFLX Netflix, Inc.	0.4%	$651.48M	9.12M	+0.7%	▲ Add	4+
497	MELI MercadoLibre, Inc.	0.1%	$649.46M	382.62K	-5.6%	▼ Trim	4+
498	SCHW The Charles Schwab…	0.1%	$646.48M	7.01M	+3.5%	▲ Add	4+
499	JNJ Johnson & Johnson	0.6%	$646.01M	2.54M	+0.2%	▲ Add	4+
500	HWM Howmet Aerospace Inc.	0.1%	$643.14M	2.39M	+2.9%	▲ Add	4+

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

증권	주식 수	이전	변동	가치	비중
SPCX Space Exploration…	13.53M	—	신규	$2.31B	0.1%
HONA Honeywell Aerospace Inc	9.29M	—	신규	$2.05B	0.1%
CBRS Cerebras Systems Inc.	3.22M	—	신규	$712.55M	0.0%
TRI Thomson Reuters…	4.44M	—	신규	$362.27M	0.0%
MAIR Madison Air Solutions…	5.79M	—	신규	$225.93M	0.0%
FDXF FedEx Freight Holding…	1.45M	—	신규	$219.68M	0.0%
DRAM Roundhill Memory ETF	2.76M	—	신규	$203.54M	0.0%
CORO iShares International…	5.45M	—	신규	$199.36M	0.0%
GGOV iShares Global…	2.43M	—	신규	$122.18M	0.0%
OGC OceanaGold Corporation	3.09M	—	신규	$77.57M	0.0%
KEEL Keel Infrastructure…	12.68M	—	신규	$72.80M	0.0%
AYA	2.42M	—	신규	$45.77M	0.0%
MSBT	2.57M	—	신규	$43.32M	0.0%
SA Seabridge Gold Inc.	1.51M	—	신규	$38.77M	0.0%
WSE Wise Group plc Class A…	1.98M	—	신규	$23.59M	0.0%
TGB Trekor Metals Limited	3.39M	—	신규	$23.29M	0.0%
BRUN	493.06K	—	신규	$19.11M	0.0%
TRAX	781.53K	—	신규	$15.72M	0.0%
QNT Quantinuum Inc. Class A…	158.26K	—	신규	$12.94M	0.0%
XE X-Energy, Inc. Class A…	687.49K	—	신규	$12.62M	0.0%
BBEM JPMorgan BetaBuilders…	157.45K	—	신규	$12.42M	0.0%
PSUS	271.23K	—	신규	$10.14M	0.0%
FRVO Fervo Energy Company	150.14K	—	신규	$4.39M	0.0%
AVEX	191.94K	—	신규	$4.01M	0.0%
HAWK	154.36K	—	신규	$3.12M	0.0%
ARXS Arxis, Inc. Class A…	62.11K	—	신규	$2.87M	0.0%
SCOP	182.42K	—	신규	$2.08M	0.0%
BXDC	90.07K	—	신규	$1.95M	0.0%
KARD	65.39K	—	신규	$1.56M	0.0%
LCLN	64.50K	—	신규	$1.54M	0.0%
OCTV	94.06K	—	신규	$1.53M	0.0%
NBSM	53.17K	—	신규	$1.53M	0.0%
KLRA	57.79K	—	신규	$1.27M	0.0%
HMH	64.59K	—	신규	$1.21M	0.0%
EROC	77.93K	—	신규	$1.13M	0.0%
EALT	25.82K	—	신규	$926,085	0.0%
CHRN	37.83K	—	신규	$840,606	0.0%
RMIX	31.72K	—	신규	$714,629	0.0%
BOIL	23.01K	—	신규	$631,312	0.0%
AVLN	16.91K	—	신규	$556,546	0.0%
ELMT	27.37K	—	신규	$540,323	0.0%
EROK	25.26K	—	신규	$536,712	0.0%
SCO	15.24K	—	신규	$533,705	0.0%
ZAP	14.40K	—	신규	$498,384	0.0%
SSMR	31.26K	—	신규	$413,310	0.0%
ALMR	15.17K	—	신규	$410,847	0.0%
AVDS	5.14K	—	신규	$387,110	0.0%
SDS	6.66K	—	신규	$378,689	0.0%
AADX	16.07K	—	신규	$365,961	0.0%
NHP	23.87K	—	신규	$349,696	0.0%
IRIX	305.19K	—	신규	$349,446	0.0%
PS	9.34K	—	신규	$306,879	0.0%
SBMT	44.60K	—	신규	$301,509	0.0%
TRLV	29.70K	—	신규	$291,921	0.0%
NASA	9.42K	—	신규	$286,301	0.0%
VSLU	6.16K	—	신규	$284,923	0.0%
FNRN	14.36K	—	신규	$257,672	0.0%
SPTX	11.69K	—	신규	$253,951	0.0%
GLAS	18.59K	—	신규	$241,631	0.0%
WHK	8.41K	—	신규	$233,883	0.0%
JDVI	5.43K	—	신규	$209,330	0.0%
BMM	27.48K	—	신규	$175,597	0.0%
TBFG	4.96K	—	신규	$162,734	0.0%
COAG	4.08K	—	신규	$149,785	0.0%
REA	9.77K	—	신규	$149,255	0.0%
CALC	143.25K	—	신규	$147,543	0.0%
BKDV BNY Mellon Dynamic…	4.30K	—	신규	$144,007	0.0%
DJUN	2.86K	—	신규	$140,990	0.0%
YSWY	6.17K	—	신규	$125,332	0.0%
AIBZ	17.02K	—	신규	$116,445	0.0%
PBM	37.80K	—	신규	$115,680	0.0%
SIND	9.58K	—	신규	$114,996	0.0%
GMRS	7.02K	—	신규	$108,467	0.0%
WYHG	26.61K	—	신규	$108,045	0.0%
DAPR	2.54K	—	신규	$103,835	0.0%
PMN	7.56K	—	신규	$99,476	0.0%
CSHR	26.34K	—	신규	$99,287	0.0%
XRPZ	6.71K	—	신규	$76,215	0.0%
TCAL	3.38K	—	신규	$75,014	0.0%
FISN	6.05K	—	신규	$66,792	0.0%
OPI	3.90K	—	신규	$66,283	0.0%
CNXU	5.87K	—	신규	$64,111	0.0%
BOT	1.56K	—	신규	$61,970	0.0%
MGN	400.00K	—	신규	$60,520	0.0%
UDIV	800	—	신규	$48,078	0.0%
TOYO	6.65K	—	신규	$46,225	0.0%
JPHY JPMorgan Active High…	900	—	신규	$45,415	0.0%
MOBI	3.15K	—	신규	$42,183	0.0%
BDVL iShares Disciplined…	1.59K	—	신규	$41,230	0.0%
POCT	800	—	신규	$37,128	0.0%
ODTX	1.77K	—	신규	$33,155	0.0%
MNTS	4.55K	—	신규	$30,555	0.0%
PIII	2.82K	—	신규	$30,457	0.0%
SST	13.13K	—	신규	$30,340	0.0%
LRGG	892	—	신규	$24,521	0.0%
ZONE	26.19K	—	신규	$21,473	0.0%
ELOX	1.54K	—	신규	$21,431	0.0%
SCAG	40.00K	—	신규	$20,760	0.0%
CREG	10.00K	—	신규	$20,600	0.0%
ILLR	7.38K	—	신규	$20,013	0.0%
GMHS	20.00K	—	신규	$19,678	0.0%
KMRK	20.00K	—	신규	$17,400	0.0%
UJUL	400	—	신규	$16,308	0.0%
RYET	15.00K	—	신규	$15,600	0.0%
QDTE	500	—	신규	$15,574	0.0%
RNTX	14.32K	—	신규	$14,890	0.0%
IWLG	260	—	신규	$14,713	0.0%
DETX	3.21K	—	신규	$12,920	0.0%
VEEA	48.90K	—	신규	$11,540	0.0%
SUJA	1.11K	—	신규	$11,298	0.0%
KIDZ	15.00K	—	신규	$10,170	0.0%
ALAI	222	—	신규	$10,132	0.0%
FSEA	600	—	신규	$10,116	0.0%
GELS	15.00K	—	신규	$10,050	0.0%
FLRT	197	—	신규	$9,198	0.0%
ONMD	11.82K	—	신규	$8,405	0.0%
SHIM	1.82K	—	신규	$8,335	0.0%
PBPH	272	—	신규	$7,392	0.0%
AVXC	81	—	신규	$6,938	0.0%
PBEU	195	—	신규	$6,395	0.0%

증권	주식 수	이전	변동	가치	비중	연속 기록
NVDA NVIDIA Corporation	356.42M	342.95M	+3.9%	$71.32B	3.8%	●●●○○○
MSFT Microsoft Corporation	127.67M	124.88M	+2.2%	$47.63B	2.5%	●●●○○○
AMZN Amazon.com, Inc.	179.38M	173.93M	+3.1%	$42.75B	2.3%	●●○○○○
AVGO Broadcom Inc.	79.04M	75.94M	+4.1%	$29.86B	1.6%	●●○○○○
GOOG Alphabet Inc.	72.43M	71.67M	+1.1%	$25.59B	1.4%
META Meta Platforms, Inc.	39.44M	38.08M	+3.6%	$22.21B	1.2%	●●●○○○
MU Micron Technology, Inc.	18.47M	16.84M	+9.7%	$21.32B	1.1%	●●●○○○
LLY Eli Lilly and Company	16.23M	15.44M	+5.1%	$19.46B	1.0%
IVV iShares Core S&P 500 ETF	24.67M	23.38M	+5.5%	$18.48B	1.0%
VOO Vanguard S&P 500 ETF	24.88M	24.37M	+2.1%	$17.09B	0.9%
AMD Advanced Micro Devices…	24.29M	23.78M	+2.1%	$14.11B	0.7%
XONA.DE Exxon Mobil Corporation	73.05M	71.72M	+1.9%	$9.99B	0.5%
JNJ Johnson & Johnson	44.81M	44.72M	+0.2%	$11.38B	0.6%
WMT Walmart Inc.	88.32M	85.91M	+2.8%	$10.00B	0.5%	●●○○○○
IEMG iShares Core MSCI…	128.28M	126.26M	+1.6%	$10.63B	0.6%	●●●○○○
IEFA iShares Core MSCI EAFE…	106.64M	105.16M	+1.4%	$10.30B	0.5%	●●●○○○
COST Costco Wholesale…	10.22M	9.90M	+3.2%	$9.56B	0.5%	●●●○○○
ABBV AbbVie Inc.	38.90M	38.02M	+2.3%	$9.79B	0.5%
AMAT Applied Materials, Inc.	13.52M	11.84M	+14.2%	$9.78B	0.5%	●●●○○○
NFLX Netflix, Inc.	99.72M	99.02M	+0.7%	$7.12B	0.4%	●●●○○○
CSCO Cisco Systems, Inc.	80.40M	77.73M	+3.4%	$9.44B	0.5%	●●●○○○
BND Vanguard Total Bond…	125.88M	125.02M	+0.7%	$9.24B	0.5%	●●●○○○
INTC Intel Corp.	61.52M	53.99M	+13.9%	$8.59B	0.5%
LRCX Lam Research Corporation	19.22M	18.97M	+1.3%	$8.33B	0.4%
CAT Caterpillar Inc.	7.50M	7.50M	+0.1%	$7.99B	0.4%	●●○○○○
HD The Home Depot, Inc.	22.60M	22.37M	+1.1%	$7.97B	0.4%	●●○○○○
VUG Vanguard Morningstar…	89.53M	14.86M	+0.4% ✂	$7.71B	0.4%	●●○○○○
VTV Vanguard Morningstar…	35.38M	33.65M	+5.2%	$7.71B	0.4%	●●○○○○
TSM Taiwan Semiconductor…	15.85M	14.77M	+7.3%	$7.57B	0.4%	●●○○○○
GS The Goldman Sachs…	7.03M	6.82M	+3.1%	$7.11B	0.4%
BAC Bank of America…	114.60M	108.67M	+5.5%	$6.53B	0.3%
MRK Merck & Co., Inc.	48.64M	47.63M	+2.1%	$6.25B	0.3%	●●●○○○
RTX RTX Corporation	30.93M	30.12M	+2.7%	$5.87B	0.3%	●●●○○○
ETN Eaton Corporation plc	13.25M	13.11M	+1.1%	$5.65B	0.3%	●●●○○○
VTI Vanguard Morningstar…	14.88M	14.34M	+3.7%	$5.50B	0.3%	●●○○○○
GE GE Aerospace	14.61M	14.27M	+2.4%	$5.46B	0.3%	●●●○○○
WDC Western Digital…	8.15M	7.94M	+2.6%	$5.20B	0.3%
IVW iShares S&P 500 Growth…	34.60M	34.31M	+0.9%	$4.76B	0.3%	●●●○○○
PLTR Palantir Technologies…	34.02M	32.20M	+5.7%	$3.97B	0.2%	●●○○○○
PM Philip Morris…	25.49M	24.41M	+4.5%	$4.61B	0.2%	●●○○○○
ORCL Oracle Corporation	30.55M	29.13M	+4.9%	$4.48B	0.2%	●●●○○○
AXP American Express Company	13.12M	12.81M	+2.4%	$4.44B	0.2%
WFC Wells Fargo & Company	53.36M	51.69M	+3.2%	$4.41B	0.2%
TJX The TJX Companies, Inc.	27.03M	26.72M	+1.1%	$4.10B	0.2%	●●○○○○
HON Honeywell International…	9.63M	18.43M	+4.5% ✂	$2.16B	0.1%
PEP PepsiCo, Inc.	26.62M	26.58M	+0.1%	$3.60B	0.2%	●●●○○○
BX Blackstone Inc.	34.84M	32.49M	+7.2%	$4.10B	0.2%
WT WisdomTree, Inc.	66.18M	66.16M	0.0%	$4.09B	0.2%	●●○○○○
MCK McKesson Corporation	5.31M	2.30M	+130.7%	$4.01B	0.2%
C Citigroup Inc.	28.11M	27.84M	+1.0%	$3.93B	0.2%	●●○○○○
TXN Texas Instruments…	13.03M	11.89M	+9.6%	$3.88B	0.2%
LIN Linde plc	7.38M	7.36M	+0.2%	$3.83B	0.2%	●●○○○○
XLK State Street Technology…	19.73M	19.62M	+0.6%	$3.76B	0.2%	●●○○○○
APH Amphenol Corporation	20.58M	17.51M	+17.5%	$3.63B	0.2%
ASML ASML Holding N.V.	1.79M	1.79M	+0.2%	$3.56B	0.2%	●●○○○○
AGG iShares Core U.S.…	35.69M	32.52M	+9.8%	$3.53B	0.2%	●●●○○○
LMT Lockheed Martin…	5.71M	5.66M	+0.7%	$2.91B	0.2%
BLK BlackRock, Inc.	3.49M	3.44M	+1.4%	$3.35B	0.2%
ANET Arista Networks, Inc.	19.70M	18.51M	+6.4%	$3.35B	0.2%	●●○○○○
VWO Vanguard FTSE Emerging…	55.84M	54.02M	+3.4%	$3.33B	0.2%	●●●○○○
DIS The Walt Disney Company	34.50M	33.80M	+2.1%	$3.32B	0.2%
GILD Gilead Sciences, Inc.	24.00M	23.30M	+3.0%	$3.03B	0.2%
JPST JPMorgan Ultra-Short…	63.41M	61.14M	+3.7%	$3.21B	0.2%
IJH iShares Core S&P…	41.14M	36.88M	+11.6%	$3.17B	0.2%
EFA iShares MSCI EAFE ETF	30.45M	29.92M	+1.8%	$3.16B	0.2%
VIG Vanguard Dividend…	13.21M	13.02M	+1.5%	$3.13B	0.2%	●●●○○○
DELL Dell Technologies Inc.	7.07M	6.65M	+6.4%	$3.05B	0.2%
T AT&T Inc.	106.28M	105.20M	+1.0%	$2.20B	0.1%
TMUS T-Mobile US, Inc.	14.52M	14.39M	+0.9%	$2.44B	0.1%	●●○○○○
APP AppLovin Corporation	5.79M	5.60M	+3.3%	$2.98B	0.2%	●●●○○○
IWP iShares Russell Mid-Cap…	20.08M	19.91M	+0.9%	$2.94B	0.2%	●●○○○○
SHOP Shopify Inc.	25.52M	24.70M	+3.3%	$2.91B	0.2%
VO Vanguard Morningstar…	36.27M	8.63M	+5.0% ✂	$2.92B	0.2%	●●●○○○
IJR iShares Core S&P…	19.12M	18.23M	+4.8%	$2.84B	0.1%	●●●○○○
ISRG Intuitive Surgical, Inc.	6.56M	6.06M	+8.3%	$2.61B	0.1%	●●○○○○
CME CME Group Inc.	9.73M	9.41M	+3.4%	$2.15B	0.1%	●●○○○○
DE Deere & Company	4.37M	4.25M	+2.8%	$2.77B	0.1%
IUSG iShares Core S&P U.S.…	14.65M	14.55M	+0.7%	$2.75B	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	48.73M	47.49M	+2.6%	$2.75B	0.1%	●●●○○○
DASH DoorDash, Inc.	14.51M	14.50M	+0.1%	$2.68B	0.1%
TT Trane Technologies plc	5.42M	5.30M	+2.1%	$2.66B	0.1%	●●○○○○
NOW ServiceNow, Inc.	26.63M	23.35M	+14.1%	$2.64B	0.1%	●●○○○○
EEM iShares MSCI Emerging…	38.61M	33.88M	+14.0%	$2.64B	0.1%	●●○○○○
PFE Pfizer Inc.	96.35M	92.69M	+4.0%	$2.32B	0.1%	●●●○○○
AEP American Electric Power…	18.98M	14.49M	+31.0%	$2.60B	0.1%
MRVL Marvell Technology, Inc.	8.69M	7.87M	+10.4%	$2.59B	0.1%	●●○○○○
PH Parker-Hannifin…	2.58M	2.55M	+1.1%	$2.53B	0.1%	●●●○○○
CEG Constellation Energy…	9.05M	8.90M	+1.7%	$2.25B	0.1%	●●●○○○
VB Vanguard Morningstar…	8.09M	8.04M	+0.7%	$2.45B	0.1%	●●●○○○
SRE Sempra	25.02M	24.35M	+2.8%	$2.32B	0.1%	●●●○○○
BA The Boeing Company	10.91M	10.63M	+2.6%	$2.35B	0.1%
VRT Vertiv Holdings Co	6.89M	6.66M	+3.6%	$2.31B	0.1%	●●○○○○
SHW The Sherwin-Williams…	6.64M	6.19M	+7.3%	$2.29B	0.1%
ACN Accenture plc	12.17M	11.42M	+6.5%	$1.51B	0.1%	●●○○○○
CMI Cummins Inc.	3.11M	3.07M	+1.4%	$2.22B	0.1%
WELL Welltower Inc.	9.76M	9.05M	+7.9%	$2.22B	0.1%
ECL Ecolab Inc.	7.83M	7.79M	+0.5%	$2.18B	0.1%
DHR Danaher Corporation	11.35M	11.21M	+1.2%	$2.16B	0.1%	●●○○○○
SCHW The Charles Schwab…	22.79M	22.03M	+3.5%	$2.10B	0.1%
VLO Valero Energy…	8.04M	7.26M	+10.8%	$2.09B	0.1%
VGT Vanguard Information…	17.39M	2.12M	+2.5% ✂	$2.08B	0.1%
PGR The Progressive…	9.31M	8.85M	+5.3%	$2.03B	0.1%
CL Colgate-Palmolive…	22.07M	20.88M	+5.7%	$2.02B	0.1%	●●●○○○
EVTR Eaton Vance Total…	39.23M	32.85M	+19.4%	$1.99B	0.1%	●●●○○○
EWJ iShares MSCI Japan ETF	21.25M	19.85M	+7.0%	$1.98B	0.1%	●●○○○○
PLD Prologis, Inc.	14.46M	13.91M	+4.0%	$1.96B	0.1%
SHY iShares 1-3 Year…	23.78M	22.53M	+5.6%	$1.95B	0.1%
CVS CVS Health Corp.	18.61M	17.83M	+4.4%	$1.92B	0.1%
LQD iShares iBoxx $…	17.43M	14.82M	+17.6%	$1.90B	0.1%	●●●○○○
AFRM Affirm Holdings, Inc.	23.00M	21.72M	+5.9%	$1.88B	0.1%
ADP Automatic Data…	8.36M	6.39M	+30.8%	$1.87B	0.1%
XLV State Street Health…	11.71M	11.43M	+2.5%	$1.86B	0.1%
USB U.S. Bancorp	30.55M	29.30M	+4.3%	$1.85B	0.1%	●●○○○○
MAR Marriott International…	4.98M	4.70M	+5.9%	$1.84B	0.1%
VCSH Vanguard Short-Term…	23.32M	20.39M	+14.3%	$1.84B	0.1%	●●●○○○
CB Chubb Limited	5.29M	5.03M	+5.2%	$1.80B	0.1%
ACWI iShares MSCI ACWI ETF	11.19M	10.72M	+4.4%	$1.76B	0.1%	●●●○○○
JCI Johnson Controls…	11.89M	11.77M	+1.1%	$1.74B	0.1%
EMR Emerson Electric Co.	12.01M	11.65M	+3.1%	$1.72B	0.1%
VYM Vanguard High Dividend…	10.66M	10.35M	+3.0%	$1.69B	0.1%	●●●○○○

증권	주식 수	이전	변동	가치	비중	연속 기록
AAPL Apple Inc.	242.61M	244.47M	-0.8%	$70.20B	3.7%
GOOGL Alphabet Inc.	120.51M	120.96M	-0.4%	$43.07B	2.3%	●●●○○○
SPY State Street SPDR S&P…	32.29M	40.50M	-20.3%	$24.11B	1.3%
JPM JPMorgan Chase & Co.	67.09M	68.54M	-2.1%	$21.96B	1.2%
TSLA Tesla, Inc.	38.87M	39.18M	-0.8%	$16.35B	0.9%
V Visa Inc.	45.96M	45.98M	0.0%	$15.77B	0.8%	●●●○○○
QQQ Invesco QQQ Trust…	21.15M	21.54M	-1.8%	$15.58B	0.8%
IWF iShares Russell 1000…	118.89M	29.76M	-0.1% ✂	$14.76B	0.8%
BRK-B Berkshire Hathaway Inc.	26.67M	26.85M	-0.7%	$13.34B	0.7%
PANW Palo Alto Networks, Inc.	29.45M	32.32M	-8.9%	$10.04B	0.5%
IWD iShares Russell 1000…	40.66M	42.23M	-3.7%	$9.86B	0.5%
MA Mastercard Incorporated	15.00M	15.16M	-1.1%	$7.70B	0.4%	●●○○○○
CVX Chevron Corporation	36.05M	36.85M	-2.2%	$5.98B	0.3%
IWM iShares Russell 2000 ETF	18.69M	29.76M	-37.2%	$5.62B	0.3%
KO The Coca-Cola Company	89.82M	91.89M	-2.2%	$7.30B	0.4%	●●●○○○
PG The Procter & Gamble…	47.16M	49.22M	-4.2%	$6.92B	0.4%
RSP Invesco S&P 500 Equal…	32.50M	34.15M	-4.8%	$6.92B	0.4%
GEV GE Vernova Inc.	5.72M	6.37M	-10.3%	$6.72B	0.4%
UNH UnitedHealth Group…	14.80M	14.96M	-1.1%	$6.15B	0.3%	●●○○○○
NEE NextEra Energy, Inc.	63.80M	65.08M	-2.0%	$5.59B	0.3%	●●●○○○
CRM Salesforce, Inc.	23.31M	31.68M	-26.4%	$3.65B	0.2%
AMGN Amgen Inc.	13.65M	15.84M	-13.8%	$4.94B	0.3%
UBER Uber Technologies, Inc.	72.85M	77.07M	-5.5%	$5.26B	0.3%	●●○○○○
SNDK Sandisk Corporation	2.40M	2.84M	-15.4%	$5.46B	0.3%	●●○○○○
VEA Vanguard FTSE Developed…	73.49M	84.62M	-13.2%	$5.24B	0.3%	●●○○○○
TMO Thermo Fisher…	10.76M	10.86M	-0.9%	$5.40B	0.3%	●●●○○○
KLAC KLA Corporation	17.11M	1.77M	-3.5% ✂	$5.16B	0.3%
CRWD CrowdStrike Holdings…	6.49M	6.56M	-1.0%	$4.96B	0.3%
IBM International Business…	17.46M	19.63M	-11.1%	$4.91B	0.3%
MCD McDonald's Corporation	15.03M	15.62M	-3.8%	$4.06B	0.2%
GLD SPDR Gold Shares	10.75M	10.91M	-1.5%	$3.96B	0.2%	●●○○○○
STX Seagate Technology…	4.72M	4.76M	-0.8%	$4.56B	0.2%	●●○○○○
SPOT Spotify Technology S.A.	7.42M	8.38M	-11.5%	$3.41B	0.2%
UNP Union Pacific…	14.58M	14.88M	-2.0%	$3.97B	0.2%
GLW Corning Inc	15.13M	15.67M	-3.4%	$3.87B	0.2%
NET Cloudflare, Inc.	15.26M	15.88M	-3.9%	$3.74B	0.2%	●●●○○○
VZ Verizon Communications…	70.30M	74.07M	-5.1%	$2.98B	0.2%
IVE iShares S&P 500 Value…	14.91M	14.92M	-0.1%	$3.39B	0.2%	●●○○○○
SPGI S&P Global Inc.	7.31M	7.91M	-7.6%	$2.98B	0.2%	●●○○○○
ADI Analog Devices, Inc.	8.25M	8.26M	-0.1%	$3.28B	0.2%	●●○○○○
QCOM QUALCOMM Incorporated	17.10M	19.99M	-14.5%	$3.16B	0.2%
ABT Abbott Laboratories	26.61M	30.10M	-11.6%	$2.41B	0.1%	●●●○○○
BIL State Street SPDR…	29.16M	30.46M	-4.3%	$2.67B	0.1%
MELI MercadoLibre, Inc.	1.50M	1.59M	-5.6%	$2.54B	0.1%	●●●○○○
SMH VanEck Semiconductor ETF	4.07M	5.46M	-25.4%	$2.67B	0.1%
LOW Lowe's Companies, Inc.	10.02M	11.10M	-9.7%	$2.21B	0.1%
XLF State Street Financial…	46.45M	49.75M	-6.6%	$2.49B	0.1%
COP ConocoPhillips	18.17M	18.80M	-3.4%	$1.89B	0.1%
NOC Northrop Grumman…	3.56M	3.61M	-1.3%	$1.81B	0.1%	●●○○○○
INTU Intuit Inc.	4.94M	5.69M	-13.2%	$1.29B	0.1%
WMB The Williams Companies…	31.81M	33.74M	-5.7%	$2.37B	0.1%
RPRX Royalty Pharma plc	42.93M	43.57M	-1.5%	$2.41B	0.1%	●●○○○○
ICE Intercontinental…	13.12M	14.49M	-9.4%	$1.61B	0.1%	●●○○○○
BKNG Booking Holdings Inc.	12.30M	537.50K	-8.4% ✂	$2.19B	0.1%	●●●○○○
SBUX Starbucks Corporation	19.93M	24.86M	-19.9%	$2.04B	0.1%
BE Bloom Energy Corporation	7.31M	7.64M	-4.3%	$2.21B	0.1%	●●○○○○
HYG iShares iBoxx $ High…	19.44M	26.25M	-25.9%	$1.55B	0.1%
VCIT Vanguard…	23.25M	25.13M	-7.5%	$1.92B	0.1%
SYK Stryker Corporation	5.96M	6.30M	-5.3%	$1.88B	0.1%
SLB Slb N.V.	37.75M	40.16M	-6.0%	$1.75B	0.1%
AON Aon plc	6.21M	6.37M	-2.5%	$2.06B	0.1%
IAU iShares Gold Trust	22.99M	23.26M	-1.1%	$1.74B	0.1%	●●○○○○
NU Nu Holdings Ltd.	117.97M	141.63M	-16.7%	$1.58B	0.1%
XLE State Street Energy…	29.18M	32.62M	-10.5%	$1.55B	0.1%
XLI State Street Industrial…	10.62M	11.20M	-5.2%	$1.97B	0.1%
VEU Vanguard FTSE All-World…	23.42M	25.29M	-7.4%	$1.96B	0.1%
BSV Vanguard Short-Term…	23.64M	24.40M	-3.1%	$1.84B	0.1%	●●●○○○
EQT EQT Corporation	24.35M	28.45M	-14.4%	$1.29B	0.1%
MDT Medtronic plc	19.44M	20.72M	-6.1%	$1.52B	0.1%
GD General Dynamics…	4.44M	5.18M	-14.2%	$1.57B	0.1%	●●●○○○
BMY Bristol-Myers Squibb…	29.01M	29.20M	-0.7%	$1.67B	0.1%
COF Capital One Financial…	8.77M	8.93M	-1.8%	$1.76B	0.1%
DIA State Street SPDR Dow…	3.33M	3.67M	-9.2%	$1.74B	0.1%
QUAL iShares MSCI USA…	7.76M	9.07M	-14.4%	$1.70B	0.1%
XBI State Street SPDR S&P…	10.83M	12.33M	-12.1%	$1.71B	0.1%
URI United Rentals, Inc.	1.49M	1.75M	-14.4%	$1.69B	0.1%
ET Energy Transfer LP	85.82M	87.43M	-1.8%	$1.64B	0.1%
SNPS Synopsys, Inc.	3.77M	3.92M	-3.8%	$1.68B	0.1%	●●○○○○
ZTS Zoetis Inc.	8.88M	14.15M	-37.2%	$638.03M	0.0%	●●●○○○
RDVY First Trust Rising…	20.63M	20.88M	-1.2%	$1.67B	0.1%
ITOT iShares Core S&P Total…	10.16M	10.20M	-0.4%	$1.67B	0.1%	●●○○○○
PBUS Invesco MSCI USA ETF	22.04M	23.87M	-7.7%	$1.65B	0.1%	●●○○○○
FCX Freeport-McMoRan Inc.	25.99M	26.23M	-0.9%	$1.63B	0.1%	●●○○○○
MO Altria Group, Inc.	22.70M	24.46M	-7.2%	$1.63B	0.1%
WM Waste Management, Inc.	6.58M	7.08M	-7.0%	$1.47B	0.1%
ROIV Roivant Sciences Ltd.	42.59M	51.83M	-17.8%	$1.51B	0.1%	●●○○○○
AZO AutoZone, Inc.	398.04K	446.13K	-10.8%	$1.27B	0.1%	●●○○○○
MPC Marathon Petroleum…	5.89M	6.07M	-3.1%	$1.51B	0.1%	●●●○○○
VGK Vanguard FTSE Europe ETF	16.83M	17.40M	-3.3%	$1.49B	0.1%
LNG Cheniere Energy, Inc.	4.57M	5.21M	-12.2%	$1.09B	0.1%	●●●○○○
ABNB Airbnb, Inc.	10.10M	10.43M	-3.1%	$1.45B	0.1%	●●○○○○
COR Cencora, Inc.	4.09M	4.53M	-9.8%	$1.16B	0.1%
ITW Illinois Tool Works Inc.	4.90M	5.40M	-9.3%	$1.33B	0.1%
BSX Boston Scientific…	18.95M	22.27M	-14.9%	$808.66M	0.0%	●●○○○○
ADBE Adobe Inc.	5.39M	5.68M	-5.0%	$1.11B	0.1%	●●●○○○
MDLZ Mondelez International…	20.59M	23.38M	-12.0%	$1.19B	0.1%
LHX L3Harris Technologies…	3.63M	3.82M	-5.0%	$1.06B	0.1%
FTNT Fortinet, Inc.	8.56M	8.84M	-3.2%	$1.32B	0.1%
RBLX Roblox Corporation	21.74M	23.07M	-5.8%	$1.18B	0.1%
MS Morgan Stanley	6.09M	6.13M	-0.7%	$1.27B	0.1%
IYW iShares U.S. Technology…	4.97M	5.03M	-1.3%	$1.25B	0.1%	●●○○○○
MSCI MSCI Inc.	2.13M	2.24M	-5.2%	$1.19B	0.1%	●●○○○○
DDOG Datadog, Inc.	4.64M	5.06M	-8.3%	$1.21B	0.1%
SOXX iShares Semiconductor…	1.88M	2.23M	-15.8%	$1.20B	0.1%	●●○○○○
FAST Fastenal Company	20.86M	25.74M	-19.0%	$1.00B	0.1%
NKE NIKE, Inc.	20.08M	22.04M	-8.9%	$824.23M	0.0%
TDG TransDigm Group…	872.56K	893.74K	-2.4%	$1.16B	0.1%
ROST Ross Stores, Inc.	5.01M	5.32M	-5.8%	$1.07B	0.1%	●●○○○○
XYZ Block, Inc.	15.13M	15.88M	-4.7%	$1.15B	0.1%	●●●○○○
IXUS iShares Core MSCI Total…	9.99M	13.26M	-24.7%	$953.47M	0.1%
OKE ONEOK, Inc.	11.89M	12.59M	-5.6%	$1.03B	0.1%
MRSH Marsh & McLennan…	6.31M	6.47M	-2.5%	$1.05B	0.1%	●●●○○○
RSG Republic Services, Inc.	4.91M	5.04M	-2.6%	$1.05B	0.1%	●●○○○○
CAH Cardinal Health, Inc.	4.63M	4.95M	-6.6%	$1.10B	0.1%	●●●○○○
DAL Delta Air Lines, Inc.	11.72M	13.40M	-12.6%	$1.10B	0.1%
SNOW Snowflake Inc.	3.49M	7.21M	-51.7%	$887.23M	0.0%	●●●○○○
IUSV iShares Core S&P U.S.…	9.79M	9.86M	-0.7%	$1.08B	0.1%
FDX FedEx Corporation	3.04M	3.03M	-18.9% ✂	$953.29M	0.1%	●●●○○○
XLU State Street Utilities…	22.00M	23.37M	-5.8%	$997.44M	0.1%
CPNG Coupang, Inc.	50.03M	56.15M	-10.9%	$868.94M	0.0%	●●●○○○

증권	주식 수	이전	변동	가치	비중
APLS Apellis…	—	10.04M	퇴출	$404.01M	0.0%
TERN Terns Pharmaceuticals…	—	6.45M	퇴출	$340.00M	0.0%
CTRA Coterra Energy Inc.	—	8.93M	퇴출	$313.70M	0.0%
HOLX Hologic, Inc.	—	3.57M	퇴출	$270.08M	0.0%
SEE Sealed Air Corporation	—	4.18M	퇴출	$175.59M	0.0%
CNTA Centessa…	—	4.27M	퇴출	$169.54M	0.0%
AL Air Lease Corporation	—	2.30M	퇴출	$149.68M	0.0%
MASI Masimo Corporation	—	752.42K	퇴출	$133.83M	0.0%
ACLX Arcellx, Inc.	—	925.81K	퇴출	$106.30M	0.0%
FOLD Amicus Therapeutics…	—	7.00M	퇴출	$101.20M	0.0%
CWAN Clearwater Analytics…	—	2.55M	퇴출	$60.24M	0.0%
MCR	—	7.68M	퇴출	$46.53M	0.0%
CSGS CSG Systems…	—	561.67K	퇴출	$44.90M	0.0%
TPH Tri Pointe Homes, Inc.	—	948.78K	퇴출	$44.34M	0.0%
OS OneStream, Inc. Class A…	—	1.65M	퇴출	$39.62M	0.0%
CTLP	—	3.59M	퇴출	$38.80M	0.0%
PRA ProAssurance Corporation	—	1.44M	퇴출	$35.55M	0.0%
BCHHF	—	10.71M	퇴출	$20.89M	0.0%
SEMR	—	1.72M	퇴출	$20.59M	0.0%
VRE Veris Residential, Inc.	—	826.19K	퇴출	$15.59M	0.0%
KW Kennedy-Wilson…	—	1.43M	퇴출	$15.49M	0.0%
DAWN Day One…	—	687.11K	퇴출	$14.73M	0.0%
SNCY Sun Country Airlines…	—	643.03K	퇴출	$10.62M	0.0%
DHIL	—	59.83K	퇴출	$10.30M	0.0%
KALV	—	439.10K	퇴출	$8.84M	0.0%
THR Thermon Group Holdings…	—	165.47K	퇴출	$8.34M	0.0%
SLNO Soleno Therapeutics…	—	242.26K	퇴출	$8.11M	0.0%
EHAB	—	545.63K	퇴출	$7.69M	0.0%
GDEN	—	232.41K	퇴출	$6.20M	0.0%
PKST	—	275.42K	퇴출	$5.75M	0.0%
MCW	—	810.78K	퇴출	$5.65M	0.0%
GLDD	—	329.16K	퇴출	$5.60M	0.0%
HTBK	—	435.89K	퇴출	$5.44M	0.0%
ONTF	—	631.58K	퇴출	$5.12M	0.0%
AMWD American Woodmark…	—	126.34K	퇴출	$5.03M	0.0%
STKL	—	667.55K	퇴출	$4.33M	0.0%
FFIC	—	242.47K	퇴출	$3.72M	0.0%
MAPS	—	5.04M	퇴출	$3.32M	0.0%
GGR	—	691.34K	퇴출	$2.41M	0.0%
UDMY	—	494.91K	퇴출	$2.29M	0.0%
FFWM	—	385.14K	퇴출	$2.27M	0.0%
BLFY	—	97.06K	퇴출	$1.29M	0.0%
LNKB	—	103.17K	퇴출	$860,473	0.0%
CVGW	—	32.63K	퇴출	$841,461	0.0%
SWKHL	—	35.68K	퇴출	$606,982	0.0%
UBFO	—	57.15K	퇴출	$600,614	0.0%
EWCZ	—	98.16K	퇴출	$567,389	0.0%
ABVEF	—	501.11K	퇴출	$506,117	0.0%
CMDY	—	6.96K	퇴출	$413,861	0.0%
MPX	—	30.70K	퇴출	$223,160	0.0%
RSST	—	7.60K	퇴출	$214,871	0.0%
PFUT	—	8.30K	퇴출	$194,252	0.0%
SNBRQ	—	103.76K	퇴출	$186,256	0.0%
LFS	—	56.57K	퇴출	$146,514	0.0%
NTCL	—	275.00K	퇴출	$119,075	0.0%
SGMOQ	—	423.26K	퇴출	$104,504	0.0%
BUUU	—	4.98K	퇴출	$84,592	0.0%
QFLR	—	2.47K	퇴출	$82,184	0.0%
ASBP	—	76.95K	퇴출	$79,264	0.0%
PHGE	—	19.10K	퇴출	$71,701	0.0%
TXUE	—	2.15K	퇴출	$69,209	0.0%
ALAR	—	11.03K	퇴출	$65,709	0.0%
MVLL	—	2.50K	퇴출	$64,775	0.0%
MYCH	—	2.35K	퇴출	$58,744	0.0%
HCTI	—	20.47K	퇴출	$55,064	0.0%
WSBK	—	4.00K	퇴출	$50,800	0.0%
STAK	—	50.00K	퇴출	$50,000	0.0%
DFAW	—	666	퇴출	$49,137	0.0%
PLYX	—	5.54K	퇴출	$41,905	0.0%
BINV	—	904	퇴출	$37,263	0.0%
AIFF	—	15.83K	퇴출	$34,509	0.0%
ILDR	—	1.12K	퇴출	$33,443	0.0%
NA	—	10.16K	퇴출	$30,080	0.0%
HEDG	—	984	퇴출	$28,516	0.0%
JLHL	—	4.68K	퇴출	$27,893	0.0%
HCHL	—	18.20K	퇴출	$27,846	0.0%
GIGL	—	530	퇴출	$26,633	0.0%
ONCY	—	27.99K	퇴출	$23,755	0.0%
ASNS	—	61.10K	퇴출	$22,424	0.0%
THH	—	62.06K	퇴출	$20,977	0.0%
BRLS	—	14.30K	퇴출	$20,306	0.0%
ALZN	—	18.00K	퇴출	$19,080	0.0%
RENX	—	10.00K	퇴출	$17,800	0.0%
MAXNQ	—	10.38K	퇴출	$15,676	0.0%
VTSI	—	3.36K	퇴출	$12,458	0.0%
IOBTQ	—	206.22K	퇴출	$12,105	0.0%
XIDV	—	324	퇴출	$11,756	0.0%
YANG	—	400	퇴출	$11,656	0.0%
GNTA	—	15.42K	퇴출	$10,361	0.0%
LABD	—	600	퇴출	$9,780	0.0%
GMEX	—	15.86K	퇴출	$9,518	0.0%
FONR	—	460	퇴출	$8,543	0.0%
DLXY	—	15.00K	퇴출	$7,802	0.0%
ZALT	—	224	퇴출	$7,271	0.0%
BOSC	—	1.59K	퇴출	$7,139	0.0%
LABU	—	40	퇴출	$6,644	0.0%
RVPH	—	8.53K	퇴출	$6,224	0.0%
BUXX	—	289	퇴출	$5,851	0.0%
KNRX	—	4.08K	퇴출	$5,258	0.0%
AFMC	—	141	퇴출	$5,019	0.0%
PLTU	—	100	퇴출	$4,449	0.0%
ONEG	—	2.00K	퇴출	$4,160	0.0%
SBDS	—	1.06K	퇴출	$4,000	0.0%
ROC	—	400	퇴출	$2,796	0.0%
GXRP	—	100	퇴출	$2,602	0.0%
BTMCQ	—	1.14K	퇴출	$2,490	0.0%
NXPL	—	6.52K	퇴출	$2,426	0.0%
DEHP	—	71	퇴출	$2,399	0.0%
FDFF	—	75	퇴출	$2,345	0.0%
LCFY	—	506	퇴출	$2,206	0.0%
RIME	—	2.00K	퇴출	$2,180	0.0%
DTCX	—	1.00K	퇴출	$2,150	0.0%
YLD	—	101	퇴출	$1,916	0.0%
ADXN	—	301	퇴출	$1,893	0.0%
AIRI	—	400	퇴출	$1,292	0.0%
DTST	—	268	퇴출	$1,009	0.0%
SLNG	—	200	퇴출	$892	0.0%
OCTW	—	22	퇴출	$846	0.0%
VCIC	—	71	퇴출	$781	0.0%
ZSPC	—	5.55K	퇴출	$629	0.0%

포지션 보유 기간

2130–1 분기

65532–4 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
Northern Trust Corp	4205	61.5%	0.9537	비교 ⇄
Goldman Sachs Group	4883	71.2%	0.9435	비교 ⇄
BlackRock	4990	72.8%	0.9365	비교 ⇄
UBS Group AG	6298	86.9%	0.9249	비교 ⇄
JPMorgan Chase	5654	81.5%	0.9073	비교 ⇄
Rockefeller Capital Management L.P.	4447	65.3%	0.9038	비교 ⇄
Citigroup Inc	4492	65.8%	0.9002	비교 ⇄
Fidelity (FMR)	4931	72.5%	0.8608	비교 ⇄

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 13 2026 13F-HR · 기간 Q2 2026

$1.89T · 45,905 포지션 · 원본 SEC 제출 서류 보기 ↗

May 27 2026 13F-HR/A · 기간 Q4 2025

$1.67T · 45,419 포지션 · 수정 공시 (restatement) · 원본 SEC 제출 서류 보기 ↗

May 27 2026 13F-HR/A · 기간 Q3 2025

$1.65T · 45,054 포지션 · 수정 공시 (restatement) · 원본 SEC 제출 서류 보기 ↗

May 15 2026 13F-HR · 기간 Q1 2026

$1.66T · 45,985 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 13 2026 13F-HR · 기간 Q4 2025

$1.67T · 45,420 포지션 · 원본 SEC 제출 서류 보기 ↗

Nov 14 2025 13F-HR · 기간 Q3 2025

$1.65T · 45,055 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$1.54T · 44,865 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q2 2026 · 최근 공시 Aug 13, 2026 · 변동 산출 방법론

☆ Morgan Stanley

Morgan Stanley