Hồ sơ lưu nhà quản lý

Pnc Financial Services Group, Inc.

Pittsburgh, PA · CIK 713676 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$201.76BGiá trị 13F được báo cáo

17,255Vị thế

47.7%Tỷ trọng top 10

10.00Danh mục nắm giữ hiệu lực

1.7%Doanh thu ước tính

+202Mới

−146Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý.

Giá trị được báo cáo theo quý Q4 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 39.7% (-1.5pp)

Chăm sóc sức khỏe 34.1% (+2.9pp)

Công nghệ 10.8% (+0.8pp)

Công nghiệp 3.6% (-0.2pp)

Hàng tiêu dùng chu kỳ 3.6% (-0.5pp)

Dịch vụ Truyền thông 2.9% (-0.2pp)

Hàng tiêu dùng thiết yếu 2.2% (-0.5pp)

Năng lượng 1.5% (-0.6pp)

Tiện ích 0.8% (-0.2pp)

Vật liệu Cơ bản 0.6% (+0.0pp)

Bất động sản 0.2% (-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 · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	LLY Eli Lilly and Company	30.5%	$59.97B	50.00M	0.0%	▼ Trim	3+
2	IVV iShares Core S&P 500 ETF	5.7%	$9.80B	13.09M	-1.7%	▼ Trim	3+
3	AAPL Apple Inc.	2.7%	$3.51B	12.12M	-0.9%	▼ Trim	3+
4	MSFT Microsoft Corporation	1.7%	$2.31B	6.20M	+1.2%	▲ Add	3+
5	GOOGL Alphabet Inc.	1.5%	$2.20B	6.17M	-2.2%	▼ Trim	3+
6	SPY State Street SPDR S&P 500…	1.4%	$1.89B	2.53M	-1.9%	▼ Trim	3+
7	NVDA NVIDIA Corporation	1.1%	$1.71B	8.56M	+2.6%	▲ Add	3+
8	IDEV iShares Core MSCI…	0.8%	$1.54B	17.32M	+12.8%	▲ Add	3+
9	QQQ Invesco QQQ Trust, Series 1	1.1%	$1.47B	2.00M	-3.0%	▼ Trim	3+
10	JPM JPMorgan Chase & Co.	1.1%	$1.45B	4.42M	-2.3%	▼ Trim	3+
11	AVGO Broadcom Inc.	0.9%	$1.35B	3.56M	-2.1%	▼ Trim	3+
12	IEFA iShares Core MSCI EAFE ETF	0.8%	$1.22B	12.64M	+1.0%	▲ Add	3+
13	AMZN Amazon.com, Inc.	0.8%	$1.16B	4.86M	-1.4%	▼ Trim	3+
14	ERIE Erie Indemnity Company	0.6%	$1.16B	4.82M	-1.7%	▼ Trim	3+
15	LLY Eli Lilly and Company	30.5%	$1.06B	880.35K	0.0%	▼ Trim	3+
16	IJH iShares Core S&P Mid-Cap ETF	0.6%	$1.02B	13.17M	+2.6%	▲ Add	3+
17	AIQ Global X - Artificial…	0.6%	$985.55M	15.02M	-34.5%	▼ Trim	3+
18	AVLV Avantis U.S. Large Cap…	0.8%	$974.85M	10.69M	+41.5%	▲ Add	3+
19	IWR iShares Russell Mid-Cap ETF	0.7%	$954.70M	8.65M	+1.1%	▲ Add	3+
20	IEMG iShares Core MSCI Emerging…	0.6%	$951.49M	11.49M	+5.2%	▲ Add	3+
21	LRCX Lam Research Corporation	0.6%	$880.46M	2.03M	+0.3%	▲ Add	3+
22	AAPL Apple Inc.	2.7%	$864.32M	2.99M	-0.9%	▼ Trim	3+
23	AAPL Apple Inc.	2.7%	$864.32M	2.99M	-0.9%	▼ Trim	3+
24	GOVT iShares U.S. Treasury Bond…	0.7%	$863.31M	37.90M	+8.7%	▲ Add	3+
25	IWF iShares Russell 1000 Growth…	0.8%	$860.65M	6.93M	-0.4% ✂	▼ Trim	3+
26	IJR iShares Core S&P Small-Cap…	0.6%	$831.54M	5.61M	-1.0%	▼ Trim	3+
27	DFIV Dimensional - International…	0.5%	$821.69M	15.21M	+4.5%	▲ Add	3+
28	WT WisdomTree, Inc.	0.7%	$799.72M	8.36M	-5.0%	▼ Trim	3+
29	IWB iShares Russell 1000 ETF	0.5%	$777.80M	1.90M	-0.7%	▼ Trim	3+
30	JNJ Johnson & Johnson	0.7%	$772.73M	3.04M	-1.5%	▼ Trim	3+
31	IEF iShares 7-10 Year Treasury…	0.4%	$758.25M	8.02M	+3.6%	▲ Add	3+
32	HD The Home Depot, Inc.	0.6%	$724.76M	2.06M	-0.8%	▼ Trim	3+
33	IWM iShares Russell 2000 ETF	0.5%	$715.69M	2.38M	+4.5%	▲ Add	3+
34	AVLV Avantis U.S. Large Cap…	0.8%	$692.83M	7.60M	+41.5%	▲ Add	3+
35	XONA.DE Exxon Mobil Corporation	0.7%	$677.44M	4.95M	-5.0%	▼ Trim	3+
36	V Visa Inc.	0.5%	$645.64M	1.88M	-3.0%	▼ Trim	3+
37	ABBV AbbVie Inc.	0.5%	$625.92M	2.49M	-2.6%	▼ Trim	3+
38	QQQM Invesco NASDAQ 100 ETF	0.3%	$624.89M	2.06M	-7.4%	▼ Trim	3+
39	IQLT iShares MSCI Intl Quality…	0.4%	$618.77M	12.49M	-0.9%	▼ Trim	3+
40	IVV iShares Core S&P 500 ETF	5.7%	$609.62M	814.02K	-1.7%	▼ Trim	3+
41	IVV iShares Core S&P 500 ETF	5.7%	$609.62M	814.02K	-1.7%	▼ Trim	3+
42	VUG Vanguard Morningstar Growth…	0.6%	$608.47M	7.06M	-0.7% ✂	▼ Trim	3+
43	PG The Procter & Gamble Company	0.5%	$594.35M	4.05M	-7.3%	▼ Trim	3+
44	VFC V.F. Corporation	0.6%	$593.43M	35.58M	-2.1%	▼ Trim	3+
45	VFC V.F. Corporation	0.6%	$593.43M	35.58M	-2.1%	▼ Trim	3+
46	VV Vanguard Morningstar…	0.4%	$593.19M	1.72M	+7.4%	▲ Add	3+
47	GOOG Alphabet Inc.	0.5%	$588.06M	1.66M	+1.0%	▲ Add	3+
48	META Meta Platforms, Inc.	0.4%	$584.85M	1.04M	+0.3%	▲ Add	3+
49	QUAL iShares MSCI USA Quality…	0.6%	$576.96M	2.63M	-6.9%	▼ Trim	3+
50	CQQQ Invesco China Technology ETF	0.3%	$570.27M	10.00M	+8.2%	▲ Add	3+
51	QUAL iShares MSCI USA Quality…	0.6%	$566.49M	2.58M	-6.9%	▼ Trim	3+
52	AGG iShares Core U.S. Aggregate…	0.5%	$562.51M	5.68M	+6.2%	▲ Add	3+
53	VO Vanguard Morningstar…	0.4%	$559.80M	6.95M	+1.9% ✂	▲ Add	3+
54	VTV Vanguard Morningstar Value…	0.5%	$541.62M	2.49M	-1.6%	▼ Trim	3+
55	EFA iShares MSCI EAFE ETF	0.4%	$528.22M	5.08M	-0.1%	▼ Trim	3+
56	MSFT Microsoft Corporation	1.7%	$515.12M	1.38M	+1.2%	▲ Add	3+
57	MSFT Microsoft Corporation	1.7%	$515.12M	1.38M	+1.2%	▲ Add	3+
58	VEU Vanguard FTSE All-World…	0.3%	$514.95M	6.15M	+1.6%	▲ Add	3+
59	VTI Vanguard Morningstar Total…	0.4%	$501.57M	1.36M	-0.9%	▼ Trim	3+
60	MRK Merck & Co., Inc.	0.5%	$491.37M	3.82M	-3.2%	▼ Trim	3+
61	CSCO Cisco Systems, Inc.	0.4%	$484.05M	4.12M	+1.8%	▲ Add	3+
62	AGG iShares Core U.S. Aggregate…	0.5%	$480.61M	4.86M	+6.2%	▲ Add	3+
63	BINC iShares Flexible Income…	0.2%	$475.28M	9.08M	+10.8%	▲ Add	3+
64	MUB iShares National Muni Bond…	0.4%	$453.85M	4.22M	+1.0%	▲ Add	3+
65	IVV iShares Core S&P 500 ETF	5.7%	$443.24M	591.87K	-1.7%	▼ Trim	3+
66	COST Costco Wholesale Corporation	0.3%	$434.12M	464.07K	-1.0%	▼ Trim	3+
67	VB Vanguard Morningstar…	0.3%	$429.46M	1.42M	+1.2%	▲ Add	3+
68	IVW iShares S&P 500 Growth ETF	0.4%	$423.05M	3.08M	-2.9%	▼ Trim	3+
69	SPY State Street SPDR S&P 500…	1.4%	$417.95M	559.68K	-1.9%	▼ Trim	3+
70	SPY State Street SPDR S&P 500…	1.4%	$417.95M	559.68K	-1.9%	▼ Trim	3+
71	GOVT iShares U.S. Treasury Bond…	0.7%	$415.69M	18.25M	+8.7%	▲ Add	3+
72	MU Micron Technology, Inc.	0.3%	$410.03M	355.22K	+2.8%	▲ Add	3+
73	TXN Texas Instruments…	0.3%	$406.41M	1.36M	+28.0%	▲ Add	3+
74	MCD McDonald's Corporation	0.3%	$404.80M	1.50M	-2.5%	▼ Trim	3+
75	IWD iShares Russell 1000 Value…	0.4%	$396.72M	1.64M	+0.7%	▲ Add	3+
76	CVX Chevron Corporation	0.3%	$391.94M	2.36M	-0.7%	▼ Trim	3+
77	GOOGL Alphabet Inc.	1.5%	$390.98M	1.09M	-2.2%	▼ Trim	3+
78	GOOGL Alphabet Inc.	1.5%	$390.98M	1.09M	-2.2%	▼ Trim	3+
79	TSM Taiwan Semiconductor…	0.3%	$382.72M	801.40K	+1.2%	▲ Add	3+
80	BAC Bank of America Corporation	0.2%	$378.43M	6.64M	-2.4%	▼ Trim	3+
81	MS Morgan Stanley	0.2%	$378.30M	1.81M	-3.0%	▼ Trim	3+
82	IWF iShares Russell 1000 Growth…	0.8%	$371.24M	2.99M	-0.4% ✂	▼ Trim	3+
83	VEA Vanguard FTSE Developed…	0.3%	$369.29M	5.18M	+9.1%	▲ Add	3+
84	KO The Coca-Cola Company	0.3%	$352.20M	4.33M	+11.8%	▲ Add	3+
85	DVY iShares Select Dividend ETF	0.3%	$350.26M	2.24M	-1.3%	▼ Trim	3+
86	QQQ Invesco QQQ Trust, Series 1	1.1%	$334.63M	454.41K	-3.0%	▼ Trim	3+
87	VWO Vanguard FTSE Emerging…	0.3%	$329.94M	5.53M	+0.2%	▲ Add	3+
88	NEE NextEra Energy, Inc.	0.3%	$328.80M	3.75M	-5.2%	▼ Trim	3+
89	BRK-A Berkshire Hathaway Inc.	0.4%	$328.00M	438	-2.7%	▼ Trim	3+
90	BRK-A Berkshire Hathaway Inc.	0.4%	$328.00M	438	-2.7%	▼ Trim	3+
91	IWD iShares Russell 1000 Value…	0.4%	$325.19M	1.34M	+0.7%	▲ Add	3+
92	RTX RTX Corporation	0.3%	$316.62M	1.67M	-0.3%	▼ Trim	3+
93	DGRO iShares Core Dividend…	0.2%	$315.81M	4.17M	-7.2%	▼ Trim	3+
94	JPM JPMorgan Chase & Co.	1.1%	$311.22M	950.78K	-2.3%	▼ Trim	3+
95	JPM JPMorgan Chase & Co.	1.1%	$311.22M	950.78K	-2.3%	▼ Trim	3+
96	PEP PepsiCo, Inc.	0.3%	$308.91M	2.28M	-3.1%	▼ Trim	3+
97	BLK BlackRock, Inc.	0.2%	$307.30M	319.58K	-0.5%	▼ Trim	3+
98	AMD Advanced Micro Devices, Inc.	0.2%	$304.03M	523.37K	+72.0%	▲ Add	3+
99	JNJ Johnson & Johnson	0.7%	$303.45M	1.19M	-1.5%	▼ Trim	3+
100	JNJ Johnson & Johnson	0.7%	$303.45M	1.19M	-1.5%	▼ Trim	3+
101	MBB iShares MBS ETF	0.2%	$303.11M	3.21M	+5.6%	▲ Add	3+
102	XONA.DE Exxon Mobil Corporation	0.7%	$299.02M	2.19M	-5.0%	▼ Trim	3+
103	XONA.DE Exxon Mobil Corporation	0.7%	$299.02M	2.19M	-5.0%	▼ Trim	3+
104	MA Mastercard Incorporated	0.2%	$292.15M	568.82K	+2.0%	▲ Add	3+
105	PM Philip Morris International…	0.2%	$291.41M	1.61M	-0.7%	▼ Trim	3+
106	AVDE Avantis International…	0.1%	$290.97M	3.26M	+5.5%	▲ Add	3+
107	AMAT Applied Materials, Inc.	0.2%	$290.73M	402.11K	+5.6%	▲ Add	3+
108	BRK-B Berkshire Hathaway Inc.	0.3%	$288.73M	577.00K	-0.9%	▼ Trim	3+
109	ETN Eaton Corporation plc	0.2%	$287.05M	673.64K	-0.3%	▼ Trim	3+
110	VCIT Vanguard Intermediate-Term…	0.2%	$277.73M	3.36M	-2.1%	▼ Trim	3+
111	INTC Intel Corp.	0.3%	$274.91M	1.97M	+0.1%	▲ Add	3+
112	AMGN Amgen Inc.	0.2%	$274.82M	758.91K	-0.6%	▼ Trim	3+
113	PWR Quanta Services, Inc.	0.2%	$274.59M	381.35K	-11.2%	▼ Trim	3+
114	UNH UnitedHealth Group…	0.2%	$271.05M	652.15K	+0.1%	▲ Add	3+
115	TJX The TJX Companies, Inc.	0.2%	$265.79M	1.75M	+1.1%	▲ Add	3+
116	GEV GE Vernova Inc.	0.2%	$264.04M	224.74K	-3.6%	▼ Trim	3+
117	PH Parker-Hannifin Corporation	0.2%	$261.96M	267.82K	+0.4%	▲ Add	3+
118	ORCL Oracle Corporation	0.2%	$258.71M	1.77M	-0.1%	▼ Trim	3+
119	ABT Abbott Laboratories	0.2%	$257.81M	2.84M	-2.3%	▼ Trim	3+
120	USMV iShares MSCI USA Min Vol…	0.2%	$250.49M	2.60M	-5.2%	▼ Trim	3+
121	PULS PGIM Ultra Short Bond ETF	0.1%	$249.14M	5.03M	+6.4%	▲ Add	3+
122	IVE iShares S&P 500 Value ETF	0.2%	$246.81M	1.09M	-2.7%	▼ Trim	3+
123	MDY State Street SPDR S&P…	0.2%	$241.68M	343.61K	-0.8%	▼ Trim	3+
124	LLY Eli Lilly and Company	30.5%	$236.04M	196.79K	0.0%	▼ Trim	3+
125	LLY Eli Lilly and Company	30.5%	$236.04M	196.79K	0.0%	▼ Trim	3+
126	WMT Walmart Inc.	0.2%	$233.11M	2.06M	-1.2%	▼ Trim	3+
127	KTB Kontoor Brands, Inc.	0.2%	$232.11M	2.79M	-4.5%	▼ Trim	3+
128	KTB Kontoor Brands, Inc.	0.2%	$232.11M	2.79M	-4.5%	▼ Trim	3+
129	IWP iShares Russell Mid-Cap…	0.2%	$231.93M	1.58M	-0.4%	▼ Trim	3+
130	CAT Caterpillar Inc.	0.2%	$230.29M	216.25K	-1.9%	▼ Trim	3+
131	WEC WEC Energy Group, Inc.	0.1%	$229.72M	1.97M	-1.2%	▼ Trim	3+
132	NVDA NVIDIA Corporation	1.1%	$228.28M	1.14M	+2.6%	▲ Add	3+
133	NVDA NVIDIA Corporation	1.1%	$228.28M	1.14M	+2.6%	▲ Add	3+
134	EEM iShares MSCI Emerging…	0.2%	$227.41M	3.32M	+0.8%	▲ Add	3+
135	LIN Linde plc	0.1%	$224.15M	431.93K	+0.5%	▲ Add	3+
136	MGK Vanguard Morningstar Mega…	0.1%	$222.55M	2.53M	-2.2% ✂	▼ Trim	3+
137	AVEM Avantis Emerging Markets…	0.1%	$221.16M	2.29M	-1.5%	▼ Trim	3+
138	WT WisdomTree, Inc.	0.7%	$216.20M	2.24M	-5.0%	▼ Trim	3+
139	ACWI iShares MSCI ACWI ETF	0.1%	$212.39M	1.35M	-0.1%	▼ Trim	3+
140	MRK Merck & Co., Inc.	0.5%	$211.95M	1.65M	-3.2%	▼ Trim	3+
141	MRK Merck & Co., Inc.	0.5%	$211.95M	1.65M	-3.2%	▼ Trim	3+
142	GE GE Aerospace	0.2%	$210.92M	564.37K	+0.7%	▲ Add	3+
143	VUG Vanguard Morningstar Growth…	0.6%	$210.51M	2.44M	-0.7% ✂	▼ Trim	3+
144	GLD SPDR Gold Shares	0.1%	$208.59M	566.24K	+0.5%	▲ Add	3+
145	IVE iShares S&P 500 Value ETF	0.2%	$208.19M	916.90K	-2.7%	▼ Trim	3+
146	PG The Procter & Gamble Company	0.5%	$206.56M	1.41M	-7.3%	▼ Trim	3+
147	PG The Procter & Gamble Company	0.5%	$206.56M	1.41M	-7.3%	▼ Trim	3+
148	TSLA Tesla, Inc.	0.1%	$201.10M	478.13K	+4.5%	▲ Add	3+
149	SHY iShares 1-3 Year Treasury…	0.1%	$199.03M	2.42M	+13.9%	▲ Add	3+
150	SYK Stryker Corporation	0.2%	$198.01M	628.92K	+9.4%	▲ Add	3+
151	UNP Union Pacific Corporation	0.2%	$195.73M	719.60K	-1.6%	▼ Trim	3+
152	IEMG iShares Core MSCI Emerging…	0.6%	$193.38M	2.33M	+5.2%	▲ Add	3+
153	IWR iShares Russell Mid-Cap ETF	0.7%	$192.70M	1.75M	+1.1%	▲ Add	3+
154	IWR iShares Russell Mid-Cap ETF	0.7%	$192.70M	1.75M	+1.1%	▲ Add	3+
155	AMZN Amazon.com, Inc.	0.8%	$192.59M	808.03K	-1.4%	▼ Trim	3+
156	AMZN Amazon.com, Inc.	0.8%	$192.59M	808.03K	-1.4%	▼ Trim	3+
157	DIS The Walt Disney Company	0.1%	$192.20M	2.00M	-0.6%	▼ Trim	3+
158	IEFA iShares Core MSCI EAFE ETF	0.8%	$192.17M	1.99M	+1.0%	▲ Add	3+
159	ADP Automatic Data Processing…	0.2%	$192.11M	857.81K	+1.2%	▲ Add	3+
160	GOOG Alphabet Inc.	0.5%	$190.42M	538.92K	+1.0%	▲ Add	3+
161	GOOG Alphabet Inc.	0.5%	$190.42M	538.92K	+1.0%	▲ Add	3+
162	IQLT iShares MSCI Intl Quality…	0.4%	$188.19M	3.80M	-0.9%	▼ Trim	3+
163	IVW iShares S&P 500 Growth ETF	0.4%	$186.91M	1.36M	-2.9%	▼ Trim	3+
164	CB Chubb Limited	0.1%	$186.27M	546.66K	-0.3%	▼ Trim	3+
165	XLK State Street Technology…	0.1%	$184.90M	970.51K	-1.0%	▼ Trim	3+
166	HD The Home Depot, Inc.	0.6%	$183.54M	520.41K	-0.8%	▼ Trim	3+
167	HD The Home Depot, Inc.	0.6%	$183.54M	520.41K	-0.8%	▼ Trim	3+
168	SPGI S&P Global Inc.	0.1%	$179.44M	440.60K	+2.7%	▲ Add	3+
169	MGV Vanguard Morningstar Mega…	0.1%	$178.75M	1.09M	-4.7%	▼ Trim	3+
170	PNC The PNC Financial Services…	0.2%	$177.40M	720.48K	-9.4%	▼ Trim	3+
171	CWI State Street SPDR MSCI ACWI…	0.1%	$175.14M	4.31M	+2.6%	▲ Add	3+
172	ABBV AbbVie Inc.	0.5%	$169.92M	675.23K	-2.6%	▼ Trim	3+
173	ABBV AbbVie Inc.	0.5%	$169.92M	675.23K	-2.6%	▼ Trim	3+
174	AVGO Broadcom Inc.	0.9%	$169.69M	449.21K	-2.1%	▼ Trim	3+
175	AVGO Broadcom Inc.	0.9%	$169.69M	449.21K	-2.1%	▼ Trim	3+
176	VUG Vanguard Morningstar Growth…	0.6%	$164.73M	1.91M	-0.7% ✂	▼ Trim	3+
177	VUG Vanguard Morningstar Growth…	0.6%	$164.73M	1.91M	-0.7% ✂	▼ Trim	3+
178	MUB iShares National Muni Bond…	0.4%	$164.26M	1.53M	+1.0%	▲ Add	3+
179	MSI Motorola Solutions, Inc.	0.1%	$164.20M	395.39K	-0.3%	▼ Trim	3+
180	IGSB iShares 1-5 Year Investment…	0.1%	$160.91M	3.07M	+3.2%	▲ Add	3+
181	ITW Illinois Tool Works Inc.	0.1%	$158.39M	585.61K	-0.7%	▼ Trim	3+
182	IBM International Business…	0.2%	$158.26M	562.79K	+1.4%	▲ Add	3+
183	AXP American Express Company	0.2%	$156.86M	463.73K	-0.8%	▼ Trim	3+
184	TBLL Invesco Short Term Treasury…	0.1%	$155.79M	1.48M	+27.2%	▲ Add	3+
185	VTI Vanguard Morningstar Total…	0.4%	$153.92M	415.94K	-0.9%	▼ Trim	3+
186	VTI Vanguard Morningstar Total…	0.4%	$153.92M	415.94K	-0.9%	▼ Trim	3+
187	VTV Vanguard Morningstar Value…	0.5%	$153.47M	704.22K	-1.6%	▼ Trim	3+
188	QQQ Invesco QQQ Trust, Series 1	1.1%	$151.84M	206.19K	-3.0%	▼ Trim	3+
189	QQQ Invesco QQQ Trust, Series 1	1.1%	$151.84M	206.19K	-3.0%	▼ Trim	3+
190	MAR Marriott International, Inc.	0.1%	$150.94M	407.29K	+16.6%	▲ Add	3+
191	BND Vanguard Total Bond Market…	0.1%	$150.47M	2.05M	+2.1%	▲ Add	3+
192	EFV iShares MSCI EAFE Value ETF	0.1%	$148.59M	1.94M	-5.0%	▼ Trim	3+
193	CTAS Cintas Corporation	0.1%	$145.88M	857.74K	-3.8%	▼ Trim	3+
194	LMT Lockheed Martin Corporation	0.1%	$145.88M	286.35K	-20.9%	▼ Trim	3+
195	HUBB Hubbell Incorporated	0.1%	$144.13M	275.47K	+0.6%	▲ Add	3+
196	IUSV iShares Core S&P U.S. Value…	0.1%	$139.26M	1.26M	+11.4%	▲ Add	3+
197	CSCO Cisco Systems, Inc.	0.4%	$139.12M	1.18M	+1.8%	▲ Add	3+
198	CSCO Cisco Systems, Inc.	0.4%	$139.12M	1.18M	+1.8%	▲ Add	3+
199	AMP Ameriprise Financial, Inc.	0.1%	$138.54M	301.99K	-0.5%	▼ Trim	3+
200	MCK McKesson Corporation	0.1%	$136.61M	180.79K	-1.7%	▼ Trim	3+
201	PRF Invesco RAFI US 1000 ETF	0.1%	$133.21M	2.47M	-4.9%	▼ Trim	3+
202	VGT Vanguard Information…	0.1%	$132.79M	1.11M	-2.0% ✂	▼ Trim	3+
203	VWO Vanguard FTSE Emerging…	0.3%	$132.70M	2.22M	+0.2%	▲ Add	3+
204	ATO Atmos Energy Corporation	0.1%	$132.40M	768.56K	-0.2%	▼ Trim	3+
205	MCD McDonald's Corporation	0.3%	$131.59M	486.79K	-2.5%	▼ Trim	3+
206	MCD McDonald's Corporation	0.3%	$131.59M	486.79K	-2.5%	▼ Trim	3+
207	CSX CSX Corporation	0.1%	$130.44M	2.74M	+15.2%	▲ Add	3+
208	EFA iShares MSCI EAFE ETF	0.4%	$129.67M	1.25M	-0.1%	▼ Trim	3+
209	EFA iShares MSCI EAFE ETF	0.4%	$129.67M	1.25M	-0.1%	▼ Trim	3+
210	IWM iShares Russell 2000 ETF	0.5%	$127.29M	423.67K	+4.5%	▲ Add	3+
211	IWM iShares Russell 2000 ETF	0.5%	$127.29M	423.67K	+4.5%	▲ Add	3+
212	IJR iShares Core S&P Small-Cap…	0.6%	$127.18M	857.53K	-1.0%	▼ Trim	3+
213	IJR iShares Core S&P Small-Cap…	0.6%	$127.18M	857.53K	-1.0%	▼ Trim	3+
214	IJK iShares S&P Mid-Cap 400…	0.1%	$125.67M	1.07M	+4.1%	▲ Add	3+
215	V Visa Inc.	0.5%	$123.92M	361.19K	-3.0%	▼ Trim	3+
216	V Visa Inc.	0.5%	$123.92M	361.19K	-3.0%	▼ Trim	3+
217	IWF iShares Russell 1000 Growth…	0.8%	$123.12M	991.54K	-0.4% ✂	▼ Trim	3+
218	IWF iShares Russell 1000 Growth…	0.8%	$123.12M	991.54K	-0.4% ✂	▼ Trim	3+
219	HON Honeywell International Inc.	0.1%	$122.48M	547.04K	-1.1% ✂	▼ Trim	3+
220	MTUM iShares MSCI USA Momentum…	0.1%	$122.22M	356.51K	-3.0%	▼ Trim	3+
221	HONA Honeywell Aerospace Inc	0.1%	$120.94M	547.03K	Mới	New	1
222	IWV iShares Russell 3000 ETF	0.1%	$120.90M	283.55K	+3.9%	▲ Add	3+
223	VOT Vanguard Morningstar…	0.2%	$120.79M	394.35K	-1.0%	▼ Trim	3+
224	CDNS Cadence Design Systems, Inc.	0.1%	$116.78M	311.16K	+1.6%	▲ Add	3+
225	MDY State Street SPDR S&P…	0.2%	$116.00M	164.93K	-0.8%	▼ Trim	3+
226	MDY State Street SPDR S&P…	0.2%	$116.00M	164.93K	-0.8%	▼ Trim	3+
227	TCHP T. Rowe Price Blue Chip…	0.1%	$115.46M	2.31M	-2.5%	▼ Trim	2
228	IWS iShares Russell Mid-Cap…	0.1%	$115.17M	699.67K	-2.1%	▼ Trim	3+
229	IJT iShares S&P Small-Cap 600…	0.1%	$115.14M	644.70K	-3.9%	▼ Trim	3+
230	IUSG iShares Core S&P U.S.…	0.1%	$115.04M	611.62K	+9.6%	▲ Add	3+
231	CVX Chevron Corporation	0.3%	$114.94M	693.40K	-0.7%	▼ Trim	3+
232	CVX Chevron Corporation	0.3%	$114.94M	693.40K	-0.7%	▼ Trim	3+
233	APH Amphenol Corporation	0.1%	$114.47M	649.20K	+0.3%	▲ Add	3+
234	LRCX Lam Research Corporation	0.6%	$114.45M	264.12K	+0.3%	▲ Add	3+
235	LRCX Lam Research Corporation	0.6%	$114.45M	264.12K	+0.3%	▲ Add	3+
236	VONG Vanguard Russell 1000…	0.1%	$114.39M	895.00K	-0.2%	▼ Trim	3+
237	RDVY First Trust Rising Dividend…	0.1%	$113.81M	1.40M	+0.7%	▲ Add	3+
238	BRK-B Berkshire Hathaway Inc.	0.3%	$112.94M	225.71K	-0.9%	▼ Trim	3+
239	BRK-B Berkshire Hathaway Inc.	0.3%	$112.94M	225.71K	-0.9%	▼ Trim	3+
240	INTC Intel Corp.	0.3%	$111.19M	796.35K	+0.1%	▲ Add	3+
241	INTC Intel Corp.	0.3%	$111.19M	796.35K	+0.1%	▲ Add	3+
242	JEPI JPMorgan Equity Premium…	0.1%	$109.67M	1.94M	+5.7%	▲ Add	3+
243	IWO iShares Russell 2000 Growth…	0.1%	$108.42M	275.21K	-3.9%	▼ Trim	3+
244	PRF Invesco RAFI US 1000 ETF	0.1%	$107.72M	1.99M	-4.9%	▼ Trim	3+
245	VZ Verizon Communications Inc.	0.1%	$107.59M	2.54M	-1.9%	▼ Trim	3+
246	VOE Vanguard Morningstar…	0.1%	$107.31M	543.06K	-1.5%	▼ Trim	3+
247	EFG iShares MSCI EAFE Growth ETF	0.1%	$107.17M	861.33K	0.0%	▲ Add	3+
248	VEA Vanguard FTSE Developed…	0.3%	$106.94M	1.50M	+9.1%	▲ Add	3+
249	VEA Vanguard FTSE Developed…	0.3%	$106.94M	1.50M	+9.1%	▲ Add	3+
250	VOT Vanguard Morningstar…	0.2%	$106.28M	346.99K	-1.0%	▼ Trim	3+
251	IUSG iShares Core S&P U.S.…	0.1%	$104.76M	556.97K	+9.6%	▲ Add	3+
252	BND Vanguard Total Bond Market…	0.1%	$104.20M	1.42M	+2.1%	▲ Add	3+
253	USMV iShares MSCI USA Min Vol…	0.2%	$103.44M	1.07M	-5.2%	▼ Trim	3+
254	RTX RTX Corporation	0.3%	$103.43M	545.14K	-0.3%	▼ Trim	3+
255	RTX RTX Corporation	0.3%	$103.43M	545.14K	-0.3%	▼ Trim	3+
256	VOTE TCW ETF TRUST	0.1%	$102.49M	1.16M	+1.6%	▲ Add	3+
257	IEFA iShares Core MSCI EAFE ETF	0.8%	$102.31M	1.06M	+1.0%	▲ Add	3+
258	IEFA iShares Core MSCI EAFE ETF	0.8%	$102.31M	1.06M	+1.0%	▲ Add	3+
259	VYM Vanguard High Dividend…	0.1%	$101.88M	644.70K	+0.5%	▲ Add	3+
260	AZO AutoZone, Inc.	0.1%	$101.64M	31.80K	-2.5%	▼ Trim	3+
261	VOO Vanguard S&P 500 ETF	0.1%	$101.28M	147.46K	+8.2%	▲ Add	3+
262	BX Blackstone Inc.	0.1%	$100.55M	854.54K	+0.9%	▲ Add	3+
263	VTV Vanguard Morningstar Value…	0.5%	$100.34M	460.45K	-1.6%	▼ Trim	3+
264	VTV Vanguard Morningstar Value…	0.5%	$100.34M	460.45K	-1.6%	▼ Trim	3+
265	IJJ iShares S&P Mid-Cap 400…	0.1%	$99.62M	674.32K	+3.0%	▲ Add	3+
266	GS The Goldman Sachs Group…	0.1%	$99.21M	98.09K	+11.9%	▲ Add	3+
267	EMR Emerson Electric Co.	0.1%	$99.12M	692.43K	-1.1%	▼ Trim	3+
268	WFC Wells Fargo & Company	0.1%	$99.03M	1.20M	-0.9%	▼ Trim	3+
269	VBK Vanguard Morningstar…	0.1%	$98.53M	269.43K	-2.7%	▼ Trim	3+
270	IJH iShares Core S&P Mid-Cap ETF	0.6%	$97.81M	1.27M	+2.6%	▲ Add	3+
271	IJH iShares Core S&P Mid-Cap ETF	0.6%	$97.81M	1.27M	+2.6%	▲ Add	3+
272	PEP PepsiCo, Inc.	0.3%	$96.90M	715.66K	-3.1%	▼ Trim	3+
273	PEP PepsiCo, Inc.	0.3%	$96.90M	715.66K	-3.1%	▼ Trim	3+
274	WMT Walmart Inc.	0.2%	$95.60M	844.05K	-1.2%	▼ Trim	3+
275	WMT Walmart Inc.	0.2%	$95.60M	844.05K	-1.2%	▼ Trim	3+
276	KO The Coca-Cola Company	0.3%	$95.56M	1.18M	+11.8%	▲ Add	3+
277	KO The Coca-Cola Company	0.3%	$95.56M	1.18M	+11.8%	▲ Add	3+
278	MGC Vanguard Morningstar Mega…	0.1%	$94.87M	346.71K	-0.7%	▼ Trim	3+
279	QCOM QUALCOMM Incorporated	0.1%	$93.01M	503.31K	-0.8%	▼ Trim	3+
280	TDG TransDigm Group Incorporated	0.1%	$92.42M	69.38K	+0.7%	▲ Add	3+
281	DE Deere & Company	0.1%	$92.24M	145.41K	-2.1%	▼ Trim	3+
282	NEE NextEra Energy, Inc.	0.3%	$91.74M	1.05M	-5.2%	▼ Trim	3+
283	NEE NextEra Energy, Inc.	0.3%	$91.74M	1.05M	-5.2%	▼ Trim	3+
284	IWN iShares Russell 2000 Value…	0.1%	$91.63M	414.26K	-0.9%	▼ Trim	3+
285	USB U.S. Bancorp	0.1%	$91.57M	1.52M	-0.6%	▼ Trim	3+
286	PSX Phillips 66	0.1%	$91.03M	538.48K	-1.8%	▼ Trim	3+
287	VBR Vanguard Morningstar…	0.1%	$90.99M	374.47K	-0.2%	▼ Trim	3+
288	MDLZ Mondelez International, Inc.	0.1%	$90.07M	1.56M	-0.8%	▼ Trim	3+
289	VOE Vanguard Morningstar…	0.1%	$89.92M	455.05K	-1.5%	▼ Trim	3+
290	WAB Westinghouse Air Brake…	0.1%	$89.77M	332.98K	-5.1%	▼ Trim	3+
291	GLW Corning Inc	0.1%	$89.46M	350.24K	+0.6%	▲ Add	3+
292	BMY Bristol-Myers Squibb Company	0.1%	$89.11M	1.55M	-4.2%	▼ Trim	3+
293	AXP American Express Company	0.2%	$89.09M	263.40K	-0.8%	▼ Trim	3+
294	AXP American Express Company	0.2%	$89.09M	263.40K	-0.8%	▼ Trim	3+
295	PLD Prologis, Inc.	0.1%	$89.03M	657.16K	-0.4%	▼ Trim	3+
296	VBK Vanguard Morningstar…	0.1%	$88.92M	243.14K	-2.7%	▼ Trim	3+
297	VO Vanguard Morningstar…	0.4%	$88.85M	1.10M	+1.9% ✂	▲ Add	3+
298	VO Vanguard Morningstar…	0.4%	$88.85M	1.10M	+1.9% ✂	▲ Add	3+
299	TT Trane Technologies plc	0.1%	$88.00M	179.17K	-0.3%	▼ Trim	3+
300	WT WisdomTree, Inc.	0.7%	$87.46M	914.69K	-5.0%	▼ Trim	3+
301	PAYX Paychex, Inc.	0.1%	$86.90M	883.76K	+4.8%	▲ Add	3+
302	AIQ Global X - Artificial…	0.6%	$86.72M	1.32M	-34.5%	▼ Trim	3+
303	AIQ Global X - Artificial…	0.6%	$86.72M	1.32M	-34.5%	▼ Trim	3+
304	SPSB State Street SPDR Portfolio…	0.0%	$86.57M	2.88M	+47.6%	▲ Add	3+
305	VLUE iShares MSCI USA Value…	0.1%	$85.59M	428.37K	-0.2%	▼ Trim	3+
306	SYK Stryker Corporation	0.2%	$85.12M	270.36K	+9.4%	▲ Add	3+
307	SYK Stryker Corporation	0.2%	$85.12M	270.36K	+9.4%	▲ Add	3+
308	PM Philip Morris International…	0.2%	$85.02M	469.93K	-0.7%	▼ Trim	3+
309	PM Philip Morris International…	0.2%	$85.02M	469.93K	-0.7%	▼ Trim	3+
310	SUSA iShares ESG Optimized MSCI…	0.1%	$84.60M	548.30K	-0.7%	▼ Trim	3+
311	META Meta Platforms, Inc.	0.4%	$84.59M	150.18K	+0.3%	▲ Add	3+
312	META Meta Platforms, Inc.	0.4%	$84.59M	150.18K	+0.3%	▲ Add	3+
313	ORCL Oracle Corporation	0.2%	$83.16M	567.48K	-0.1%	▼ Trim	3+
314	ORCL Oracle Corporation	0.2%	$83.16M	567.48K	-0.1%	▼ Trim	3+
315	FLOT iShares Floating Rate Bond…	0.1%	$82.80M	1.62M	+2.3%	▲ Add	3+
316	WT WisdomTree, Inc.	0.7%	$82.68M	864.63K	-5.0%	▼ Trim	3+
317	WT WisdomTree, Inc.	0.7%	$82.68M	864.63K	-5.0%	▼ Trim	3+
318	RCL Royal Caribbean Cruises Ltd.	0.0%	$82.25M	259.02K	+1.6%	▲ Add	3+
319	MRSH Marsh & McLennan Companies…	0.1%	$82.21M	493.25K	-3.8%	▼ Trim	3+
320	DVY iShares Select Dividend ETF	0.3%	$82.18M	525.80K	-1.3%	▼ Trim	3+
321	DVY iShares Select Dividend ETF	0.3%	$82.18M	525.80K	-1.3%	▼ Trim	3+
322	TRV The Travelers Companies…	0.1%	$82.13M	248.79K	-6.2%	▼ Trim	3+
323	KORP AMERICAN CENTY ETF	0.0%	$82.08M	1.75M	+77.6%	▲ Add	3+
324	COP ConocoPhillips	0.1%	$81.56M	784.49K	-2.6%	▼ Trim	3+
325	TDY Teledyne Technologies…	0.0%	$81.45M	122.13K	+2.0%	▲ Add	3+
326	CASY Casey's General Stores, Inc.	0.0%	$81.37M	102.38K	-13.5%	▼ Trim	3+
327	MMM 3M Company	0.1%	$80.90M	499.64K	-2.3%	▼ Trim	3+
328	EVTR Eaton Vance Total Return…	0.0%	$80.71M	1.59M	+23.0%	▲ Add	3+
329	MO Altria Group, Inc.	0.1%	$80.18M	1.11M	+1.2%	▲ Add	3+
330	CRWD CrowdStrike Holdings, Inc.	0.1%	$79.86M	104.65K	+5.8%	▲ Add	3+
331	VV Vanguard Morningstar…	0.4%	$79.39M	230.84K	+7.4%	▲ Add	3+
332	VV Vanguard Morningstar…	0.4%	$79.39M	230.84K	+7.4%	▲ Add	3+
333	PFE Pfizer Inc.	0.1%	$79.33M	3.29M	-3.7%	▼ Trim	3+
334	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$79.04M	768.79K	+3.0%	▲ Add	3+
335	MUB iShares National Muni Bond…	0.4%	$78.64M	730.72K	+1.0%	▲ Add	3+
336	MUB iShares National Muni Bond…	0.4%	$78.64M	730.72K	+1.0%	▲ Add	3+
337	IJJ iShares S&P Mid-Cap 400…	0.1%	$78.54M	531.62K	+3.0%	▲ Add	3+
338	VEU Vanguard FTSE All-World…	0.3%	$77.48M	925.14K	+1.6%	▲ Add	3+
339	VEU Vanguard FTSE All-World…	0.3%	$77.48M	925.14K	+1.6%	▲ Add	3+
340	VWO Vanguard FTSE Emerging…	0.3%	$77.41M	1.30M	+0.2%	▲ Add	3+
341	VWO Vanguard FTSE Emerging…	0.3%	$77.41M	1.30M	+0.2%	▲ Add	3+
342	CRS Carpenter Technology…	0.0%	$75.48M	122.36K	+3.9%	▲ Add	3+
343	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$75.47M	1.49M	-2.4%	▼ Trim	3+
344	GVI iShares Intermediate…	0.0%	$74.47M	701.94K	+6.7%	▲ Add	3+
345	JAVA JPMorgan Active Value ETF	0.0%	$73.67M	927.72K	-4.5%	▼ Trim	3+
346	TMO Thermo Fisher Scientific…	0.1%	$73.59M	146.77K	-3.9%	▼ Trim	3+
347	VONV Vanguard Russell 1000 Value…	0.0%	$73.33M	689.76K	-3.6%	▼ Trim	3+
348	EFA iShares MSCI EAFE ETF	0.4%	$72.48M	697.71K	-0.1%	▼ Trim	3+
349	PNC The PNC Financial Services…	0.2%	$72.19M	293.21K	-9.4%	▼ Trim	3+
350	PNC The PNC Financial Services…	0.2%	$72.19M	293.21K	-9.4%	▼ Trim	3+
351	IBM International Business…	0.2%	$71.75M	255.13K	+1.4%	▲ Add	3+
352	IBM International Business…	0.2%	$71.75M	255.13K	+1.4%	▲ Add	3+
353	IGIB iShares 5-10 Year…	0.0%	$71.57M	1.35M	+0.9%	▲ Add	3+
354	VB Vanguard Morningstar…	0.3%	$71.47M	235.77K	+1.2%	▲ Add	3+
355	VB Vanguard Morningstar…	0.3%	$71.47M	235.77K	+1.2%	▲ Add	3+
356	NFLX Netflix, Inc.	0.1%	$70.96M	993.83K	-4.8%	▼ Trim	3+
357	VIG Vanguard Dividend…	0.1%	$69.31M	292.93K	+3.8%	▲ Add	3+
358	IAU iShares Gold Trust	0.1%	$69.31M	917.85K	+3.3%	▲ Add	3+
359	MU Micron Technology, Inc.	0.3%	$69.07M	59.84K	+2.8%	▲ Add	3+
360	MU Micron Technology, Inc.	0.3%	$69.07M	59.84K	+2.8%	▲ Add	3+
361	SCHO Schwab Short-Term U.S.…	0.0%	$69.06M	2.86M	-13.5%	▼ Trim	3+
362	IWN iShares Russell 2000 Value…	0.1%	$69.00M	311.94K	-0.9%	▼ Trim	3+
363	IJK iShares S&P Mid-Cap 400…	0.1%	$68.72M	584.86K	+4.1%	▲ Add	3+
364	IEMG iShares Core MSCI Emerging…	0.6%	$68.58M	827.92K	+5.2%	▲ Add	3+
365	IEMG iShares Core MSCI Emerging…	0.6%	$68.58M	827.92K	+5.2%	▲ Add	3+
366	ABT Abbott Laboratories	0.2%	$68.43M	754.09K	-2.3%	▼ Trim	3+
367	ABT Abbott Laboratories	0.2%	$68.43M	754.09K	-2.3%	▼ Trim	3+
368	VCIT Vanguard Intermediate-Term…	0.2%	$68.41M	827.71K	-2.1%	▼ Trim	3+
369	LQD iShares iBoxx $ Investment…	0.1%	$68.31M	626.30K	-2.8%	▼ Trim	3+
370	VWOB Vanguard Emerging Markets…	0.0%	$68.01M	1.01M	-1.6%	▼ Trim	3+
371	SPY State Street SPDR S&P 500…	1.4%	$67.84M	90.84K	-1.9%	▼ Trim	3+
372	SHW The Sherwin-Williams Company	0.0%	$67.76M	196.79K	-0.9%	▼ Trim	3+
373	IUSB iShares Core Universal USD…	0.0%	$67.54M	1.46M	+0.8%	▲ Add	3+
374	GE GE Aerospace	0.2%	$67.48M	180.56K	+0.7%	▲ Add	3+
375	GE GE Aerospace	0.2%	$67.48M	180.56K	+0.7%	▲ Add	3+
376	CWB State Street SPDR Bloomberg…	0.0%	$67.42M	625.31K	-2.3%	▼ Trim	3+
377	WSM Williams-Sonoma, Inc.	0.0%	$67.24M	288.48K	+181.4%	▲ Add	3+
378	COST Costco Wholesale Corporation	0.3%	$66.86M	71.47K	-1.0%	▼ Trim	3+
379	COST Costco Wholesale Corporation	0.3%	$66.86M	71.47K	-1.0%	▼ Trim	3+
380	VGT Vanguard Information…	0.1%	$66.82M	559.07K	-2.0% ✂	▼ Trim	3+
381	VGT Vanguard Information…	0.1%	$66.82M	559.07K	-2.0% ✂	▼ Trim	3+
382	AMAT Applied Materials, Inc.	0.2%	$66.19M	91.55K	+5.6%	▲ Add	3+
383	AMAT Applied Materials, Inc.	0.2%	$66.19M	91.55K	+5.6%	▲ Add	3+
384	EMR Emerson Electric Co.	0.1%	$66.12M	461.92K	-1.1%	▼ Trim	3+
385	EMR Emerson Electric Co.	0.1%	$66.12M	461.92K	-1.1%	▼ Trim	3+
386	IWB iShares Russell 1000 ETF	0.5%	$65.79M	160.66K	-0.7%	▼ Trim	3+
387	IWB iShares Russell 1000 ETF	0.5%	$65.79M	160.66K	-0.7%	▼ Trim	3+
388	VNQ Vanguard Real Estate ETF	0.0%	$65.72M	681.56K	-0.9%	▼ Trim	3+
389	RSP Invesco S&P 500 Equal…	0.1%	$65.54M	308.02K	+2.2%	▲ Add	3+
390	TMUS T-Mobile US, Inc.	0.0%	$65.05M	387.83K	-0.6%	▼ Trim	3+
391	MA Mastercard Incorporated	0.2%	$64.87M	126.30K	+2.0%	▲ Add	3+
392	MA Mastercard Incorporated	0.2%	$64.87M	126.30K	+2.0%	▲ Add	3+
393	WM Waste Management, Inc.	0.1%	$64.77M	290.58K	-1.9%	▼ Trim	3+
394	HYLB Xtrackers USD High Yield…	0.1%	$64.20M	1.76M	-0.4%	▼ Trim	3+
395	OEF iShares S&P 100 ETF	0.1%	$64.18M	175.41K	-2.4%	▼ Trim	3+
396	CMI Cummins Inc.	0.0%	$64.05M	89.80K	-0.5%	▼ Trim	3+
397	VYMI Vanguard International High…	0.0%	$63.53M	646.90K	+9.5%	▲ Add	3+
398	RJF Raymond James Financial…	0.0%	$63.19M	415.67K	-0.8%	▼ Trim	3+
399	KLAC KLA Corporation	0.0%	$62.68M	207.74K	+2.3% ✂	▲ Add	3+
400	SPSM State Street SPDR Portfolio…	0.1%	$62.64M	1.09M	+2.4%	▲ Add	3+
401	ACN Accenture plc	0.0%	$62.24M	500.16K	-15.4%	▼ Trim	3+
402	SNDK Sandisk Corporation	0.0%	$61.37M	26.99K	+16.6%	▲ Add	3+
403	AAPL Apple Inc.	2.7%	$60.11M	207.73K	-0.9%	▼ Trim	3+
404	CINF Cincinnati Financial…	0.0%	$59.39M	320.78K	-0.1%	▼ Trim	3+
405	SHM State Street SPDR Nuveen…	0.0%	$59.27M	1.24M	-4.8%	▼ Trim	3+
406	GEV GE Vernova Inc.	0.2%	$58.91M	50.14K	-3.6%	▼ Trim	3+
407	GEV GE Vernova Inc.	0.2%	$58.91M	50.14K	-3.6%	▼ Trim	3+
408	DRI Darden Restaurants, Inc.	0.0%	$58.63M	284.61K	+415.2%	▲ Add	3+
409	PANW Palo Alto Networks, Inc.	0.0%	$58.49M	171.51K	+1.3%	▲ Add	3+
410	UNP Union Pacific Corporation	0.2%	$58.35M	214.52K	-1.6%	▼ Trim	3+
411	UNP Union Pacific Corporation	0.2%	$58.35M	214.52K	-1.6%	▼ Trim	3+
412	FBCG Fidelity Blue Chip Growth…	0.0%	$58.00M	933.84K	+43.8%	▲ Add	3+
413	MMM 3M Company	0.1%	$57.09M	352.58K	-2.3%	▼ Trim	3+
414	MMM 3M Company	0.1%	$57.09M	352.58K	-2.3%	▼ Trim	3+
415	ESGE iShares ESG Aware MSCI EM…	0.0%	$57.06M	1.04M	+2.8%	▲ Add	3+
416	TSM Taiwan Semiconductor…	0.3%	$56.20M	117.68K	+1.2%	▲ Add	3+
417	TSM Taiwan Semiconductor…	0.3%	$56.20M	117.68K	+1.2%	▲ Add	3+
418	IWO iShares Russell 2000 Growth…	0.1%	$56.19M	142.62K	-3.9%	▼ Trim	3+
419	ADP Automatic Data Processing…	0.2%	$55.92M	249.72K	+1.2%	▲ Add	3+
420	ADP Automatic Data Processing…	0.2%	$55.92M	249.72K	+1.2%	▲ Add	3+
421	VBR Vanguard Morningstar…	0.1%	$55.39M	227.94K	-0.2%	▼ Trim	3+
422	JCPB JPMorgan Core Plus Bond ETF	0.0%	$55.17M	1.18M	+21.9%	▲ Add	3+
423	PGR The Progressive Corporation	0.0%	$54.81M	250.91K	-0.4%	▼ Trim	3+
424	DIA State Street SPDR Dow Jones…	0.0%	$54.32M	103.98K	-1.5%	▼ Trim	3+
425	NSC Norfolk Southern Corporation	0.1%	$54.19M	172.24K	-1.4%	▼ Trim	3+
426	COF Capital One Financial…	0.0%	$53.82M	268.29K	+0.9%	▲ Add	3+
427	VOT Vanguard Morningstar…	0.2%	$53.21M	173.73K	-1.0%	▼ Trim	3+
428	VOT Vanguard Morningstar…	0.2%	$53.21M	173.73K	-1.0%	▼ Trim	3+
429	TXN Texas Instruments…	0.3%	$52.45M	175.98K	+28.0%	▲ Add	3+
430	TXN Texas Instruments…	0.3%	$52.45M	175.98K	+28.0%	▲ Add	3+
431	NOC Northrop Grumman Corporation	0.0%	$52.35M	102.79K	-2.4%	▼ Trim	3+
432	JNK State Street SPDR Bloomberg…	0.0%	$51.90M	538.56K	-0.3%	▼ Trim	3+
433	IEF iShares 7-10 Year Treasury…	0.4%	$51.49M	544.43K	+3.6%	▲ Add	3+
434	AVUV Avantis U.S. Small Cap…	0.0%	$51.48M	412.65K	+11.6%	▲ Add	3+
435	LOW Lowe's Companies, Inc.	0.0%	$51.45M	233.33K	-4.9%	▼ Trim	3+
436	ALL The Allstate Corporation	0.0%	$51.36M	215.87K	-1.9%	▼ Trim	3+
437	VZ Verizon Communications Inc.	0.1%	$51.31M	1.21M	-1.9%	▼ Trim	3+
438	VZ Verizon Communications Inc.	0.1%	$51.31M	1.21M	-1.9%	▼ Trim	3+
439	CAT Caterpillar Inc.	0.2%	$51.22M	48.10K	-1.9%	▼ Trim	3+
440	CAT Caterpillar Inc.	0.2%	$51.22M	48.10K	-1.9%	▼ Trim	3+
441	URI United Rentals, Inc.	0.0%	$50.73M	44.78K	-0.4%	▼ Trim	3+
442	IWD iShares Russell 1000 Value…	0.4%	$50.54M	208.48K	+0.7%	▲ Add	3+
443	IWD iShares Russell 1000 Value…	0.4%	$50.54M	208.48K	+0.7%	▲ Add	3+
444	AMT American Tower Corporation	0.0%	$50.53M	308.91K	-4.3%	▼ Trim	3+
445	BRK-A Berkshire Hathaway Inc.	0.4%	$50.17M	67	-2.7%	▼ Trim	3+
446	HEFA iShares Currency Hedged…	0.0%	$49.81M	1.06M	+5.8%	▲ Add	3+
447	BAC Bank of America Corporation	0.2%	$49.67M	871.67K	-2.4%	▼ Trim	3+
448	BAC Bank of America Corporation	0.2%	$49.67M	871.67K	-2.4%	▼ Trim	3+
449	QUAL iShares MSCI USA Quality…	0.6%	$49.64M	226.22K	-6.9%	▼ Trim	3+
450	QUAL iShares MSCI USA Quality…	0.6%	$49.64M	226.22K	-6.9%	▼ Trim	3+
451	APH Amphenol Corporation	0.1%	$49.44M	280.38K	+0.3%	▲ Add	3+
452	APH Amphenol Corporation	0.1%	$49.44M	280.38K	+0.3%	▲ Add	3+
453	BSX Boston Scientific…	0.0%	$49.25M	1.15M	+19.7%	▲ Add	3+
454	NVDA NVIDIA Corporation	1.1%	$49.21M	245.93K	+2.6%	▲ Add	3+
455	APD Air Products and Chemicals…	0.0%	$49.16M	167.66K	-6.0%	▼ Trim	3+
456	EMB iShares J.P. Morgan USD…	0.0%	$49.06M	508.69K	+1.1%	▲ Add	3+
457	AMGN Amgen Inc.	0.2%	$49.01M	135.35K	-0.6%	▼ Trim	3+
458	AMGN Amgen Inc.	0.2%	$49.01M	135.35K	-0.6%	▼ Trim	3+
459	CB Chubb Limited	0.1%	$48.69M	142.88K	-0.3%	▼ Trim	3+
460	CB Chubb Limited	0.1%	$48.69M	142.88K	-0.3%	▼ Trim	3+
461	FTNT Fortinet, Inc.	0.0%	$48.31M	314.47K	-3.1%	▼ Trim	3+
462	IVW iShares S&P 500 Growth ETF	0.4%	$48.17M	350.27K	-2.9%	▼ Trim	3+
463	IVW iShares S&P 500 Growth ETF	0.4%	$48.17M	350.27K	-2.9%	▼ Trim	3+
464	PLTR Palantir Technologies Inc.	0.0%	$48.07M	412.00K	-3.6%	▼ Trim	3+
465	IDEV iShares Core MSCI…	0.8%	$48.00M	539.32K	+12.8%	▲ Add	3+
466	SPG Simon Property Group, Inc.	0.0%	$47.79M	213.70K	-9.4%	▼ Trim	3+
467	VBIL VANGUARD INSTL INDEX FD	0.0%	$47.61M	629.03K	+240909.6%	▲ Add	3+
468	ETN Eaton Corporation plc	0.2%	$46.42M	108.94K	-0.3%	▼ Trim	3+
469	ETN Eaton Corporation plc	0.2%	$46.42M	108.94K	-0.3%	▼ Trim	3+
470	IYW iShares U.S. Technology ETF	0.0%	$46.23M	183.30K	+1.6%	▲ Add	3+
471	SPGI S&P Global Inc.	0.1%	$45.84M	112.55K	+2.7%	▲ Add	3+
472	SPGI S&P Global Inc.	0.1%	$45.84M	112.55K	+2.7%	▲ Add	3+
473	BMY Bristol-Myers Squibb Company	0.1%	$45.57M	790.83K	-4.2%	▼ Trim	3+
474	BMY Bristol-Myers Squibb Company	0.1%	$45.57M	790.83K	-4.2%	▼ Trim	3+
475	GD General Dynamics Corporation	0.0%	$45.51M	128.48K	+2.5%	▲ Add	3+
476	ADI Analog Devices, Inc.	0.0%	$45.50M	114.55K	+0.7%	▲ Add	3+
477	ITW Illinois Tool Works Inc.	0.1%	$45.40M	167.86K	-0.7%	▼ Trim	3+
478	ITW Illinois Tool Works Inc.	0.1%	$45.40M	167.86K	-0.7%	▼ Trim	3+
479	OEF iShares S&P 100 ETF	0.1%	$45.31M	123.83K	-2.4%	▼ Trim	3+
480	PPG PPG Industries, Inc.	0.0%	$45.15M	372.23K	-3.5%	▼ Trim	3+
481	MSFT Microsoft Corporation	1.7%	$45.00M	120.63K	+1.2%	▲ Add	3+
482	IJS iShares S&P Small-Cap 600…	0.0%	$44.97M	329.01K	-3.8%	▼ Trim	3+
483	ASML ASML Holding N.V.	0.0%	$44.84M	22.54K	-0.1%	▼ Trim	3+
484	MS Morgan Stanley	0.2%	$43.66M	208.85K	-3.0%	▼ Trim	3+
485	MS Morgan Stanley	0.2%	$43.66M	208.85K	-3.0%	▼ Trim	3+
486	UNH UnitedHealth Group…	0.2%	$43.65M	105.02K	+0.1%	▲ Add	3+
487	UNH UnitedHealth Group…	0.2%	$43.65M	105.02K	+0.1%	▲ Add	3+
488	WMS Advanced Drainage Systems…	0.0%	$43.19M	275.17K	+1.1%	▲ Add	3+
489	ISRG Intuitive Surgical, Inc.	0.0%	$43.17M	108.55K	+1.6%	▲ Add	3+
490	WT WisdomTree, Inc.	0.7%	$43.02M	446.60K	-5.0%	▼ Trim	3+
491	XLI State Street Industrial…	0.0%	$42.89M	231.54K	+9.5%	▲ Add	3+
492	MBBA BLACKROCK ETF TRUST	0.0%	$42.66M	857.17K	+536.8%	▲ Add	2
493	DFIV Dimensional - International…	0.5%	$42.66M	789.67K	+4.5%	▲ Add	3+
494	DFIV Dimensional - International…	0.5%	$42.66M	789.67K	+4.5%	▲ Add	3+
495	STX Seagate Technology Holdings…	0.0%	$42.58M	44.12K	+2.5%	▲ Add	3+
496	WFC Wells Fargo & Company	0.1%	$42.41M	513.15K	-0.9%	▼ Trim	3+
497	WFC Wells Fargo & Company	0.1%	$42.41M	513.15K	-0.9%	▼ Trim	3+
498	SEMG EA SERIES TRUST	0.0%	$42.32M	1.60M	-0.5%	▼ Trim	3+
499	ROST Ross Stores, Inc.	0.0%	$42.26M	198.56K	-1.6%	▼ Trim	3+
500	C Citigroup Inc.	0.0%	$41.95M	299.74K	+2.6%	▲ Add	3+

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

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
HONA Honeywell Aerospace Inc	745.62K	—	Mới	$164.84M	0.1%
SPCX Space Exploration…	48.23K	—	Mới	$8.24M	0.0%
FDXF FedEx Freight Holding…	33.24K	—	Mới	$5.02M	0.0%
PLTU	101.73K	—	Mới	$2.56M	0.0%
JBBB	38.19K	—	Mới	$1.81M	0.0%
SA Seabridge Gold Inc.	63.36K	—	Mới	$1.63M	0.0%
JSMD	15.06K	—	Mới	$1.52M	0.0%
VLU	4.79K	—	Mới	$1.14M	0.0%
AYA	59.87K	—	Mới	$1.13M	0.0%
TRI Thomson Reuters…	11.08K	—	Mới	$904,659	0.0%
EAGL	26.66K	—	Mới	$857,780	0.0%
HIVE	234.00K	—	Mới	$851,760	0.0%
NMZ	76.64K	—	Mới	$810,086	0.0%
SORN	70.40K	—	Mới	$698,368	0.0%
HELO JPMorgan Hedged Equity…	10.05K	—	Mới	$679,179	0.0%
FPS Forgent Power…	9.31K	—	Mới	$519,834	0.0%
AUGO Aura Minerals	7.60K	—	Mới	$478,610	0.0%
EWX	6.10K	—	Mới	$453,261	0.0%
AFB	30.63K	—	Mới	$349,523	0.0%
CBRS Cerebras Systems Inc.	1.58K	—	Mới	$348,517	0.0%
VGNT Versigent PLC	8.11K	—	Mới	$340,618	0.0%
SLVP	10.00K	—	Mới	$308,300	0.0%
BLLN BillionToOne, Inc.	2.55K	—	Mới	$306,429	0.0%
DRAM Roundhill Memory ETF	4.10K	—	Mới	$302,786	0.0%
THRO iShares U.S. Thematic…	6.80K	—	Mới	$293,362	0.0%
LONZ	4.91K	—	Mới	$241,915	0.0%
BAI iShares A.I. Innovation…	4.11K	—	Mới	$216,785	0.0%
BKMS	8.44K	—	Mới	$215,558	0.0%
CORO iShares International…	5.74K	—	Mới	$210,084	0.0%
BFLX	7.66K	—	Mới	$196,183	0.0%
IMSI	3.00K	—	Mới	$153,873	0.0%
TXUE	4.20K	—	Mới	$144,984	0.0%
CMDT	4.67K	—	Mới	$143,382	0.0%
RLY	3.74K	—	Mới	$128,929	0.0%
ELMT	6.46K	—	Mới	$127,500	0.0%
EVSD Eaton Vance Short…	2.46K	—	Mới	$124,900	0.0%
VIA	6.75K	—	Mới	$122,444	0.0%
TDI	2.72K	—	Mới	$122,013	0.0%
AVEX	5.58K	—	Mới	$116,462	0.0%
SDSI	2.23K	—	Mới	$114,416	0.0%
CGBL Capital Group Core…	2.94K	—	Mới	$111,640	0.0%
CVLC	1.09K	—	Mới	$102,846	0.0%
HQL	4.83K	—	Mới	$96,608	0.0%
INMU	3.52K	—	Mới	$85,277	0.0%
RZLV Rezolve AI PLC	24.52K	—	Mới	$77,222	0.0%
WEAT	3.36K	—	Mới	$73,977	0.0%
CGGE Capital Group Global…	2.08K	—	Mới	$73,193	0.0%
JAN Janus Living, Inc.	2.54K	—	Mới	$72,941	0.0%
RMIX	3.08K	—	Mới	$69,392	0.0%
ADV	1.60K	—	Mới	$69,184	0.0%
WSE Wise Group plc Class A…	5.64K	—	Mới	$67,220	0.0%
VFMF	330	—	Mới	$58,400	0.0%
KLRA	2.64K	—	Mới	$58,203	0.0%
GBIL Goldman Sachs Access…	579	—	Mới	$57,993	0.0%
BSMS	2.47K	—	Mới	$57,915	0.0%
AIPO	1.72K	—	Mới	$57,532	0.0%
COSO	2.12K	—	Mới	$57,056	0.0%
CGGO Capital Group Global…	1.26K	—	Mới	$53,209	0.0%
PWRL	3.56K	—	Mới	$52,334	0.0%
FRBT	2.80K	—	Mới	$51,212	0.0%
CGDG Capital Group Dividend…	1.34K	—	Mới	$50,338	0.0%
NCDL	3.95K	—	Mới	$49,059	0.0%
EMOP Alliance Bernstein - AB…	932	—	Mới	$48,678	0.0%
AGGH	2.40K	—	Mới	$48,408	0.0%
CGMM Capital Group U.S.…	1.44K	—	Mới	$47,576	0.0%
SH	1.44K	—	Mới	$47,483	0.0%
QNT Quantinuum Inc. Class A…	560	—	Mới	$45,774	0.0%
OCSL Oaktree Specialty…	3.50K	—	Mới	$41,790	0.0%
REA	2.65K	—	Mới	$40,477	0.0%
TFLR	778	—	Mới	$39,211	0.0%
QINT	562	—	Mới	$39,019	0.0%
EVSM	772	—	Mới	$38,839	0.0%
LPTH LightPath Technologies…	2.10K	—	Mới	$34,335	0.0%
JHMM John Hancock…	454	—	Mới	$34,032	0.0%
NASA	1.10K	—	Mới	$33,418	0.0%
AVIG	721	—	Mới	$29,857	0.0%
MWH	874	—	Mới	$29,760	0.0%
AIA	200	—	Mới	$28,332	0.0%
VELO	1.61K	—	Mới	$28,273	0.0%
SCHJ	1.07K	—	Mới	$26,485	0.0%
NCV	1.50K	—	Mới	$26,385	0.0%
NCZ	1.57K	—	Mới	$25,043	0.0%
COMT	822	—	Mới	$24,964	0.0%
JPLD JPMorgan Limited…	478	—	Mới	$24,947	0.0%
TUR	641	—	Mới	$24,922	0.0%
VEL	1.29K	—	Mới	$23,796	0.0%
PTRB	557	—	Mới	$23,093	0.0%
XTL	100	—	Mới	$22,749	0.0%
BXDC	1.00K	—	Mới	$21,630	0.0%
AXTI AXT, Inc.	279	—	Mới	$20,111	0.0%
GTBP	40.00K	—	Mới	$19,600	0.0%
WINN	590	—	Mới	$19,157	0.0%
XE X-Energy, Inc. Class A…	1.00K	—	Mới	$18,360	0.0%
SAMG	1.66K	—	Mới	$16,824	0.0%
RSVR	1.67K	—	Mới	$16,556	0.0%
NXG	255	—	Mới	$16,501	0.0%
OBE	2.00K	—	Mới	$16,260	0.0%
AOMR	1.79K	—	Mới	$16,244	0.0%
GRNJ	500	—	Mới	$15,720	0.0%
DBD Diebold Nixdorf…	177	—	Mới	$15,049	0.0%
XCEM Columbia EM Core…	274	—	Mới	$14,489	0.0%
AIRO	1.91K	—	Mới	$14,144	0.0%
KEEL Keel Infrastructure…	2.46K	—	Mới	$14,143	0.0%
INFQ Infleqtion Inc	1.00K	—	Mới	$13,320	0.0%
CGCV Capital Group…	400	—	Mới	$13,128	0.0%
FTGC First Trust Global…	451	—	Mới	$12,187	0.0%
GARP	142	—	Mới	$11,722	0.0%
TRMD TORM plc	420	—	Mới	$10,945	0.0%
IDN	2.60K	—	Mới	$10,660	0.0%
PDSB	11.90K	—	Mới	$10,484	0.0%
FSUN	258	—	Mới	$10,005	0.0%
GVAL	277	—	Mới	$9,978	0.0%
AOM	200	—	Mới	$9,978	0.0%
DIVI	228	—	Mới	$9,740	0.0%
KRMA	200	—	Mới	$9,396	0.0%
MFM	1.29K	—	Mới	$7,272	0.0%
KJAN	147	—	Mới	$6,708	0.0%
ENLT Enlight Renewable…	75	—	Mới	$6,677	0.0%
ELE	369	—	Mới	$6,443	0.0%
MNTS	940	—	Mới	$6,317	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
MSFT Microsoft Corporation	9.23M	9.12M	+1.2%	$3.44B	1.7%
NVDA NVIDIA Corporation	11.35M	11.06M	+2.6%	$2.27B	1.1%	●●○○○○
AVLV Avantis U.S. Large Cap…	18.70M	13.22M	+41.5%	$1.71B	0.8%
IDEV iShares Core MSCI…	18.68M	16.56M	+12.8%	$1.66B	0.8%	●●○○○○
IEFA iShares Core MSCI EAFE…	16.98M	16.81M	+1.0%	$1.64B	0.8%	●●○○○○
IWR iShares Russell Mid-Cap…	12.47M	12.33M	+1.1%	$1.38B	0.7%
GOVT iShares U.S. Treasury…	59.44M	54.70M	+8.7%	$1.35B	0.7%	●●○○○○
IEMG iShares Core MSCI…	15.81M	15.02M	+5.2%	$1.31B	0.6%	●●○○○○
IJH iShares Core S&P…	16.28M	15.87M	+2.6%	$1.26B	0.6%	●●○○○○
LRCX Lam Research Corporation	2.65M	2.64M	+0.3%	$1.15B	0.6%
AGG iShares Core U.S.…	10.97M	10.34M	+6.2%	$1.09B	0.5%	●●○○○○
GOOG Alphabet Inc.	2.87M	2.84M	+1.0%	$1.01B	0.5%	●●○○○○
IWM iShares Russell 2000 ETF	3.33M	3.19M	+4.5%	$1.00B	0.5%	●●○○○○
DFIV Dimensional -…	17.20M	16.46M	+4.5%	$929.24M	0.5%	●●○○○○
IWD iShares Russell 1000…	3.41M	3.39M	+0.7%	$826.93M	0.4%
IEF iShares 7-10 Year…	8.73M	8.43M	+3.6%	$826.00M	0.4%
CSCO Cisco Systems, Inc.	6.72M	6.61M	+1.8%	$789.75M	0.4%	●●○○○○
META Meta Platforms, Inc.	1.38M	1.38M	+0.3%	$778.36M	0.4%	●●○○○○
MUB iShares National Muni…	7.26M	7.19M	+1.0%	$780.99M	0.4%
VV Vanguard Morningstar…	2.26M	2.10M	+7.4%	$776.92M	0.4%
VO Vanguard Morningstar…	9.62M	2.36M	+1.9% ✂	$774.76M	0.4%	●●○○○○
VEU Vanguard FTSE All-World…	8.38M	8.25M	+1.6%	$701.61M	0.3%	●●○○○○
CQQQ Invesco China…	11.05M	10.22M	+8.2%	$630.41M	0.3%	●●○○○○
VEA Vanguard FTSE Developed…	8.82M	8.08M	+9.1%	$628.24M	0.3%
VWO Vanguard FTSE Emerging…	10.48M	10.45M	+0.2%	$625.35M	0.3%	●●○○○○
VB Vanguard Morningstar…	1.99M	1.96M	+1.2%	$602.08M	0.3%	●●○○○○
MU Micron Technology, Inc.	507.99K	494.21K	+2.8%	$586.36M	0.3%	●●○○○○
KO The Coca-Cola Company	6.89M	6.16M	+11.8%	$560.13M	0.3%	●●○○○○
TXN Texas Instruments…	1.75M	1.36M	+28.0%	$520.78M	0.3%
INTC Intel Corp.	3.65M	3.65M	+0.1%	$510.31M	0.3%
TSM Taiwan Semiconductor…	1.07M	1.05M	+1.2%	$509.39M	0.3%
BINC iShares Flexible Income…	9.66M	8.72M	+10.8%	$505.40M	0.2%	●●○○○○
MA Mastercard Incorporated	846.63K	830.34K	+2.0%	$434.83M	0.2%	●●○○○○
AMAT Applied Materials, Inc.	599.35K	567.60K	+5.6%	$433.33M	0.2%	●●○○○○
AMD Advanced Micro Devices…	684.65K	398.12K	+72.0%	$397.72M	0.2%	●●○○○○
SYK Stryker Corporation	1.19M	1.09M	+9.4%	$373.82M	0.2%	●●○○○○
UNH UnitedHealth Group…	881.32K	880.61K	+0.1%	$366.30M	0.2%
GE GE Aerospace	955.66K	949.40K	+0.7%	$357.16M	0.2%	●●○○○○
TJX The TJX Companies, Inc.	2.18M	2.16M	+1.1%	$330.35M	0.2%	●●○○○○
PH Parker-Hannifin…	325.79K	324.36K	+0.4%	$318.66M	0.2%	●●○○○○
EEM iShares MSCI Emerging…	4.65M	4.61M	+0.8%	$318.14M	0.2%	●●○○○○
IBM International Business…	1.12M	1.11M	+1.4%	$316.20M	0.2%
ADP Automatic Data…	1.38M	1.37M	+1.2%	$309.99M	0.2%	●●○○○○
MBB iShares MBS ETF	3.28M	3.11M	+5.6%	$309.95M	0.2%	●●○○○○
GLD SPDR Gold Shares	711.37K	708.00K	+0.5%	$262.05M	0.1%	●●○○○○
TSLA Tesla, Inc.	701.05K	670.99K	+4.5%	$294.86M	0.1%	●●○○○○
AVDE Avantis International…	3.27M	3.10M	+5.5%	$291.45M	0.1%	●●○○○○
SPGI S&P Global Inc.	682.94K	665.21K	+2.7%	$278.13M	0.1%	●●○○○○
LIN Linde plc	539.68K	536.95K	+0.5%	$280.06M	0.1%	●●○○○○
BND Vanguard Total Bond…	3.70M	3.62M	+2.1%	$271.50M	0.1%
PULS PGIM Ultra Short Bond…	5.26M	4.94M	+6.4%	$260.45M	0.1%	●●○○○○
IJK iShares S&P Mid-Cap 400…	2.01M	1.93M	+4.1%	$236.50M	0.1%
IUSG iShares Core S&P U.S.…	1.22M	1.11M	+9.6%	$229.70M	0.1%	●●○○○○
SHY iShares 1-3 Year…	2.77M	2.43M	+13.9%	$227.15M	0.1%	●●○○○○
APH Amphenol Corporation	1.24M	1.24M	+0.3%	$218.84M	0.1%	●●○○○○
IGSB iShares 1-5 Year…	3.93M	3.81M	+3.2%	$206.20M	0.1%	●●○○○○
IJJ iShares S&P Mid-Cap 400…	1.39M	1.35M	+3.0%	$205.51M	0.1%	●●○○○○
CWI State Street SPDR MSCI…	4.70M	4.58M	+2.6%	$191.10M	0.1%	●●○○○○
GS The Goldman Sachs…	505.43K	451.63K	+11.9%	$185.35M	0.1%	●●○○○○
MAR Marriott International…	493.49K	423.07K	+16.6%	$182.88M	0.1%
IUSV iShares Core S&P U.S.…	1.60M	1.44M	+11.4%	$176.39M	0.1%	●●○○○○
TBLL Invesco Short Term…	1.60M	1.26M	+27.2%	$168.72M	0.1%	●●○○○○
HUBB Hubbell Incorporated	318.76K	316.98K	+0.6%	$166.77M	0.1%
CSX CSX Corporation	3.49M	3.03M	+15.2%	$165.98M	0.1%
GLW Corning Inc	615.03K	611.49K	+0.6%	$157.10M	0.1%	●●○○○○
VOO Vanguard S&P 500 ETF	225.04K	208.08K	+8.2%	$154.56M	0.1%	●●○○○○
EFG iShares MSCI EAFE…	1.24M	1.24M	0.0%	$154.54M	0.1%	●●○○○○
IWV iShares Russell 3000 ETF	348.82K	335.78K	+3.9%	$148.74M	0.1%
VYM Vanguard High Dividend…	917.46K	913.11K	+0.5%	$144.99M	0.1%	●●○○○○
CDNS Cadence Design Systems…	380.65K	374.65K	+1.6%	$142.87M	0.1%	●●○○○○
MO Altria Group, Inc.	1.96M	1.94M	+1.2%	$140.94M	0.1%	●●○○○○
BX Blackstone Inc.	1.13M	1.12M	+0.9%	$132.67M	0.1%
UPS United Parcel Service…	1.11M	1.08M	+2.6%	$119.62M	0.1%	●●○○○○
TDG TransDigm Group…	87.64K	87.02K	+0.7%	$116.75M	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	2.04M	1.93M	+5.7%	$115.22M	0.1%	●●○○○○
IAU iShares Gold Trust	1.34M	1.30M	+3.3%	$101.02M	0.1%	●●○○○○
RDVY First Trust Rising…	1.41M	1.40M	+0.7%	$114.04M	0.1%
RSP Invesco S&P 500 Equal…	535.20K	523.43K	+2.2%	$113.87M	0.1%	●●○○○○
SPSM State Street SPDR…	1.96M	1.91M	+2.4%	$113.11M	0.1%	●●○○○○
CRWD CrowdStrike Holdings…	139.80K	132.18K	+5.8%	$106.69M	0.1%	●●○○○○
FLOT iShares Floating Rate…	2.08M	2.03M	+2.3%	$105.96M	0.1%	●●○○○○
VOTE	1.20M	1.18M	+1.6%	$105.74M	0.1%	●●○○○○
PAYX Paychex, Inc.	1.05M	1.01M	+4.8%	$103.64M	0.1%	●●○○○○
ESGD iShares ESG Aware MSCI…	975.97K	947.38K	+3.0%	$100.34M	0.1%	●●○○○○
VIG Vanguard Dividend…	423.01K	407.54K	+3.8%	$100.09M	0.1%	●●○○○○
IGIB iShares 5-10 Year…	1.86M	1.84M	+0.9%	$98.94M	0.0%	●●○○○○
RCL Royal Caribbean Cruises…	309.30K	304.37K	+1.6%	$98.21M	0.0%	●●○○○○
TDY Teledyne Technologies…	147.03K	144.08K	+2.0%	$98.05M	0.0%	●●○○○○
PANW Palo Alto Networks, Inc.	280.34K	276.76K	+1.3%	$95.60M	0.0%	●●○○○○
SPSB State Street SPDR…	3.18M	2.15M	+47.6%	$95.41M	0.0%
IYW iShares U.S. Technology…	372.36K	366.50K	+1.6%	$93.92M	0.0%
CRS Carpenter Technology…	144.28K	138.88K	+3.9%	$88.99M	0.0%	●●○○○○
KLAC KLA Corporation	287.26K	28.09K	+2.3% ✂	$86.67M	0.0%	●●○○○○
COF Capital One Financial…	428.76K	424.88K	+0.9%	$86.02M	0.0%	●●○○○○
KORP	1.76M	989.75K	+77.6%	$82.34M	0.0%	●●○○○○
EVTR Eaton Vance Total…	1.59M	1.29M	+23.0%	$80.71M	0.0%	●●○○○○
GVI iShares Intermediate…	752.40K	705.00K	+6.7%	$79.83M	0.0%
SNDK Sandisk Corporation	35.02K	30.05K	+16.6%	$79.63M	0.0%	●●○○○○
ISRG Intuitive Surgical, Inc.	169.60K	166.91K	+1.6%	$67.45M	0.0%	●●○○○○
BA The Boeing Company	348.76K	342.30K	+1.9%	$75.50M	0.0%	●●○○○○
BSX Boston Scientific…	1.39M	1.16M	+19.7%	$59.22M	0.0%
GD General Dynamics…	204.98K	200.08K	+2.5%	$72.61M	0.0%	●●○○○○
WSM Williams-Sonoma, Inc.	309.29K	109.89K	+181.4%	$72.10M	0.0%
ESGE iShares ESG Aware MSCI…	1.29M	1.25M	+2.8%	$70.49M	0.0%	●●○○○○
IUSB iShares Core Universal…	1.47M	1.46M	+0.8%	$67.74M	0.0%	●●○○○○
DHR Danaher Corporation	355.25K	338.62K	+4.9%	$67.67M	0.0%	●●○○○○
GWW W.W. Grainger, Inc.	48.54K	48.45K	+0.2%	$66.03M	0.0%	●●○○○○
AVUV Avantis U.S. Small Cap…	525.63K	470.83K	+11.6%	$65.58M	0.0%	●●○○○○
C Citigroup Inc.	465.75K	453.95K	+2.6%	$65.19M	0.0%	●●○○○○
VYMI Vanguard International…	653.38K	596.92K	+9.5%	$64.16M	0.0%	●●○○○○
ADI Analog Devices, Inc.	161.45K	160.37K	+0.7%	$64.12M	0.0%	●●○○○○
PAAA PGIM AAA CLO ETF	1.23M	1.20M	+1.9%	$62.89M	0.0%	●●○○○○
DRI Darden Restaurants, Inc.	301.05K	58.43K	+415.2%	$62.02M	0.0%	●●○○○○
XLI State Street Industrial…	332.06K	303.14K	+9.5%	$61.51M	0.0%	●●○○○○
STX Seagate Technology…	62.86K	61.35K	+2.5%	$60.66M	0.0%	●●○○○○
ANET Arista Networks, Inc.	344.15K	322.03K	+6.9%	$58.46M	0.0%	●●○○○○
FBCG Fidelity Blue Chip…	934.43K	650.02K	+43.8%	$58.04M	0.0%	●●○○○○
EMB iShares J.P. Morgan USD…	600.49K	593.86K	+1.1%	$57.91M	0.0%
HSY The Hershey Company	323.40K	271.21K	+19.2%	$56.74M	0.0%
JCPB JPMorgan Core Plus Bond…	1.18M	966.42K	+21.9%	$55.29M	0.0%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
LLY Eli Lilly and Company	51.32M	51.33M	0.0%	$61.56B	30.5%	●●○○○○
IVV iShares Core S&P 500 ETF	15.41M	15.68M	-1.7%	$11.54B	5.7%	●●○○○○
AAPL Apple Inc.	18.80M	18.97M	-0.9%	$5.44B	2.7%	●●○○○○
GOOGL Alphabet Inc.	8.60M	8.80M	-2.2%	$3.07B	1.5%
SPY State Street SPDR S&P…	3.83M	3.90M	-1.9%	$2.86B	1.4%	●●○○○○
JPM JPMorgan Chase & Co.	6.51M	6.67M	-2.3%	$2.13B	1.1%	●●○○○○
QQQ Invesco QQQ Trust…	2.89M	2.97M	-3.0%	$2.13B	1.1%	●●○○○○
XONA.DE Exxon Mobil Corporation	9.78M	10.29M	-5.0%	$1.34B	0.7%	●●○○○○
AVGO Broadcom Inc.	4.58M	4.68M	-2.1%	$1.73B	0.9%	●●○○○○
AMZN Amazon.com, Inc.	6.73M	6.83M	-1.4%	$1.60B	0.8%
IWF iShares Russell 1000…	12.18M	3.06M	-0.4% ✂	$1.51B	0.8%	●●○○○○
JNJ Johnson & Johnson	5.66M	5.75M	-1.5%	$1.44B	0.7%	●●○○○○
WT WisdomTree, Inc.	14.65M	15.42M	-5.0%	$1.40B	0.7%	●●○○○○
AIQ Global X - Artificial…	17.80M	27.17M	-34.5%	$1.17B	0.6%
VFC V.F. Corporation	72.55M	74.13M	-2.1%	$1.21B	0.6%	●●○○○○
QUAL iShares MSCI USA…	5.71M	6.14M	-6.9%	$1.25B	0.6%	●●○○○○
ERIE Erie Indemnity Company	4.83M	4.91M	-1.7%	$1.16B	0.6%	●●○○○○
VUG Vanguard Morningstar…	13.63M	2.29M	-0.7% ✂	$1.17B	0.6%	●●○○○○
HD The Home Depot, Inc.	3.16M	3.19M	-0.8%	$1.12B	0.6%
PG The Procter & Gamble…	7.13M	7.69M	-7.3%	$1.05B	0.5%	●●○○○○
IJR iShares Core S&P…	7.49M	7.57M	-1.0%	$1.11B	0.6%	●●○○○○
ABBV AbbVie Inc.	4.01M	4.11M	-2.6%	$1.01B	0.5%	●●○○○○
IWB iShares Russell 1000 ETF	2.31M	2.33M	-0.7%	$947.33M	0.5%
MRK Merck & Co., Inc.	7.29M	7.53M	-3.2%	$936.35M	0.5%	●●○○○○
V Visa Inc.	2.68M	2.76M	-3.0%	$918.27M	0.5%	●●○○○○
VTV Vanguard Morningstar…	4.18M	4.25M	-1.6%	$911.11M	0.5%
EFA iShares MSCI EAFE ETF	8.39M	8.40M	-0.1%	$871.93M	0.4%	●●○○○○
VTI Vanguard Morningstar…	2.32M	2.34M	-0.9%	$857.05M	0.4%	●●○○○○
IQLT iShares MSCI Intl…	17.15M	17.31M	-0.9%	$849.91M	0.4%	●●○○○○
CVX Chevron Corporation	3.90M	3.93M	-0.7%	$646.70M	0.3%
MCD McDonald's Corporation	2.55M	2.61M	-2.5%	$689.14M	0.3%	●●○○○○
IVW iShares S&P 500 Growth…	5.24M	5.39M	-2.9%	$720.14M	0.4%	●●○○○○
BRK-A Berkshire Hathaway Inc.	957	984	-2.7%	$716.65M	0.4%	●●○○○○
COST Costco Wholesale…	624.37K	630.81K	-1.0%	$584.07M	0.3%
QQQM Invesco NASDAQ 100 ETF	2.07M	2.24M	-7.4%	$626.90M	0.3%	●●○○○○
PEP PepsiCo, Inc.	3.85M	3.97M	-3.1%	$521.16M	0.3%	●●○○○○
NEE NextEra Energy, Inc.	6.08M	6.41M	-5.2%	$533.51M	0.3%	●●○○○○
RTX RTX Corporation	2.85M	2.86M	-0.3%	$541.32M	0.3%	●●○○○○
DVY iShares Select Dividend…	3.46M	3.51M	-1.3%	$541.22M	0.3%	●●○○○○
BRK-B Berkshire Hathaway Inc.	1.07M	1.08M	-0.9%	$536.69M	0.3%
IVE iShares S&P 500 Value…	2.21M	2.27M	-2.7%	$501.76M	0.2%	●●○○○○
BAC Bank of America…	8.64M	8.85M	-2.4%	$492.30M	0.2%	●●○○○○
WMT Walmart Inc.	3.88M	3.93M	-1.2%	$439.72M	0.2%
MDY State Street SPDR S&P…	693.38K	699.31K	-0.8%	$487.68M	0.2%	●●○○○○
MS Morgan Stanley	2.57M	2.65M	-3.0%	$480.57M	0.2%	●●○○○○
KTB Kontoor Brands, Inc.	5.75M	6.02M	-4.5%	$478.96M	0.2%	●●○○○○
ABT Abbott Laboratories	4.49M	4.60M	-2.3%	$407.54M	0.2%	●●○○○○
PM Philip Morris…	2.61M	2.63M	-0.7%	$471.59M	0.2%
DGRO iShares Core Dividend…	5.86M	6.31M	-7.2%	$443.91M	0.2%	●●○○○○
ORCL Oracle Corporation	2.98M	2.98M	-0.1%	$436.09M	0.2%	●●○○○○
USMV iShares MSCI USA Min…	4.25M	4.48M	-5.2%	$409.71M	0.2%	●●○○○○
ETN Eaton Corporation plc	933.62K	936.55K	-0.3%	$397.83M	0.2%	●●○○○○
VCIT Vanguard…	4.63M	4.73M	-2.1%	$382.63M	0.2%
GEV GE Vernova Inc.	331.32K	343.86K	-3.6%	$389.26M	0.2%
AMGN Amgen Inc.	1.07M	1.07M	-0.6%	$386.43M	0.2%
CAT Caterpillar Inc.	336.90K	343.26K	-1.9%	$358.76M	0.2%	●●○○○○
IWP iShares Russell Mid-Cap…	2.42M	2.43M	-0.4%	$354.92M	0.2%	●●○○○○
BLK BlackRock, Inc.	361.93K	363.63K	-0.5%	$348.02M	0.2%
PWR Quanta Services, Inc.	483.04K	544.29K	-11.2%	$347.81M	0.2%	●●○○○○
AXP American Express Company	1.01M	1.02M	-0.8%	$340.91M	0.2%	●●○○○○
HON Honeywell International…	745.48K	1.51M	-1.1% ✂	$166.91M	0.1%	●●○○○○
VOT Vanguard Morningstar…	1.10M	1.11M	-1.0%	$338.16M	0.2%
PNC The PNC Financial…	1.33M	1.46M	-9.4%	$326.30M	0.2%	●●○○○○
UNP Union Pacific…	1.19M	1.21M	-1.6%	$323.10M	0.2%	●●○○○○
LMT Lockheed Martin…	413.62K	522.62K	-20.9%	$210.72M	0.1%
XLK State Street Technology…	1.58M	1.60M	-1.0%	$301.08M	0.1%	●●○○○○
WEC WEC Energy Group, Inc.	2.54M	2.57M	-1.2%	$296.48M	0.1%
CB Chubb Limited	846.16K	848.39K	-0.3%	$288.32M	0.1%	●●○○○○
VOE Vanguard Morningstar…	1.44M	1.46M	-1.5%	$284.36M	0.1%	●●○○○○
VGT Vanguard Information…	2.34M	298.28K	-2.0% ✂	$279.55M	0.1%	●●○○○○
DIS The Walt Disney Company	2.79M	2.80M	-0.6%	$268.30M	0.1%
VZ Verizon Communications…	5.24M	5.34M	-1.9%	$221.92M	0.1%	●●○○○○
PRF Invesco RAFI US 1000 ETF	4.85M	5.10M	-4.9%	$261.80M	0.1%	●●○○○○
ITW Illinois Tool Works Inc.	935.41K	942.43K	-0.7%	$253.00M	0.1%	●●○○○○
VBK Vanguard Morningstar…	679.03K	697.63K	-2.7%	$248.32M	0.1%
IWN iShares Russell 2000…	1.09M	1.10M	-0.9%	$241.31M	0.1%	●●○○○○
EMR Emerson Electric Co.	1.68M	1.70M	-1.1%	$240.46M	0.1%	●●○○○○
IWO iShares Russell 2000…	592.62K	616.54K	-3.9%	$233.47M	0.1%
MGK Vanguard Morningstar…	2.60M	531.71K	-2.2% ✂	$228.61M	0.1%
EFV iShares MSCI EAFE Value…	2.89M	3.04M	-5.0%	$221.37M	0.1%
AVEM Avantis Emerging…	2.30M	2.33M	-1.5%	$221.46M	0.1%
ACWI iShares MSCI ACWI ETF	1.39M	1.39M	-0.1%	$217.77M	0.1%
MSI Motorola Solutions, Inc.	484.41K	486.06K	-0.3%	$201.17M	0.1%
MCK McKesson Corporation	233.31K	237.33K	-1.7%	$176.29M	0.1%	●●○○○○
VBR Vanguard Morningstar…	844.49K	846.31K	-0.2%	$205.20M	0.1%
BMY Bristol-Myers Squibb…	3.24M	3.38M	-4.2%	$186.48M	0.1%	●●○○○○
IWS iShares Russell Mid-Cap…	1.22M	1.25M	-2.1%	$201.59M	0.1%	●●○○○○
MMM 3M Company	1.24M	1.27M	-2.3%	$201.10M	0.1%	●●○○○○
CTAS Cintas Corporation	1.12M	1.16M	-3.8%	$190.40M	0.1%
PFE Pfizer Inc.	6.71M	6.97M	-3.7%	$161.61M	0.1%	●●○○○○
WFC Wells Fargo & Company	2.37M	2.39M	-0.9%	$195.68M	0.1%	●●○○○○
MGV Vanguard Morningstar…	1.11M	1.16M	-4.7%	$180.76M	0.1%	●●○○○○
AMP Ameriprise Financial…	386.76K	388.50K	-0.5%	$177.43M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	909.49K	917.31K	-0.8%	$168.06M	0.1%	●●○○○○
ATO Atmos Energy Corporation	884.65K	886.29K	-0.2%	$152.40M	0.1%
SUSA iShares ESG Optimized…	1.06M	1.06M	-0.7%	$163.22M	0.1%	●●○○○○
NFLX Netflix, Inc.	1.61M	1.69M	-4.8%	$114.84M	0.1%
MTUM iShares MSCI USA…	467.79K	482.00K	-3.0%	$160.37M	0.1%	●●○○○○
COP ConocoPhillips	1.17M	1.20M	-2.6%	$121.30M	0.1%
OEF iShares S&P 100 ETF	431.14K	441.60K	-2.4%	$157.74M	0.1%
ACN Accenture plc	664.62K	785.89K	-15.4%	$82.71M	0.0%	●●○○○○
IJT iShares S&P Small-Cap…	833.35K	867.15K	-3.9%	$148.84M	0.1%	●●○○○○
DE Deere & Company	234.03K	239.05K	-2.1%	$148.45M	0.1%	●●○○○○
WAB Westinghouse Air Brake…	535.91K	564.46K	-5.1%	$144.48M	0.1%
AZO AutoZone, Inc.	41.05K	42.09K	-2.5%	$131.18M	0.1%
USB U.S. Bancorp	2.32M	2.33M	-0.6%	$140.08M	0.1%
PSX Phillips 66	740.88K	754.34K	-1.8%	$125.25M	0.1%
TT Trane Technologies plc	263.25K	264.03K	-0.3%	$129.30M	0.1%	●●○○○○
MDLZ Mondelez International…	2.16M	2.17M	-0.8%	$124.75M	0.1%
TRV The Travelers…	378.60K	403.70K	-6.2%	$124.98M	0.1%
VTEB Vanguard Tax-Exempt…	2.40M	2.46M	-2.4%	$121.57M	0.1%	●●○○○○
LQD iShares iBoxx $…	1.09M	1.13M	-2.8%	$119.40M	0.1%	●●○○○○
VONG Vanguard Russell 1000…	957.97K	960.38K	-0.2%	$122.44M	0.1%
ATI ATI Inc.	35.21K	831.74K	-95.8%	$6.94M	0.0%
TMO Thermo Fisher…	234.24K	243.80K	-3.9%	$117.44M	0.1%	●●○○○○
MGC Vanguard Morningstar…	434.71K	437.69K	-0.7%	$118.95M	0.1%
TCHP T. Rowe Price Blue Chip…	2.31M	2.37M	-2.5%	$115.54M	0.1%
NOC Northrop Grumman…	161.87K	165.77K	-2.4%	$82.44M	0.0%	●●○○○○
MRSH Marsh & McLennan…	619.00K	643.36K	-3.8%	$103.17M	0.1%	●●○○○○
VLUE iShares MSCI USA Value…	557.55K	558.53K	-0.2%	$111.40M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CTRA Coterra Energy Inc.	—	287.22K	Thoát	$10.09M	0.0%
APLS Apellis…	—	54.47K	Thoát	$2.19M	0.0%
HOLX Hologic, Inc.	—	24.48K	Thoát	$1.85M	0.0%
SEE Sealed Air Corporation	—	38.80K	Thoát	$1.63M	0.0%
MASI Masimo Corporation	—	5.11K	Thoát	$908,383	0.0%
GPAT	—	80.00K	Thoát	$867,200	0.0%
AL Air Lease Corporation	—	9.32K	Thoát	$605,242	0.0%
HGLB	—	45.00K	Thoát	$361,350	0.0%
TPH Tri Pointe Homes, Inc.	—	7.38K	Thoát	$344,681	0.0%
CSGS CSG Systems…	—	2.70K	Thoát	$215,518	0.0%
BLFY	—	16.06K	Thoát	$212,660	0.0%
TFLO iShares Treasury…	—	4.11K	Thoát	$208,071	0.0%
THR Thermon Group Holdings…	—	3.09K	Thoát	$155,635	0.0%
JPEM	—	2.35K	Thoát	$145,687	0.0%
TSLX	—	7.34K	Thoát	$134,928	0.0%
FPAG	—	3.48K	Thoát	$126,400	0.0%
AMWD American Woodmark…	—	2.99K	Thoát	$119,131	0.0%
TWN	—	1.68K	Thoát	$110,443	0.0%
KW Kennedy-Wilson…	—	10.12K	Thoát	$109,542	0.0%
TERN Terns Pharmaceuticals…	—	2.06K	Thoát	$108,604	0.0%
KAT	—	2.00K	Thoát	$107,190	0.0%
CRT	—	10.00K	Thoát	$105,800	0.0%
IMRX	—	20.00K	Thoát	$105,400	0.0%
CWAN Clearwater Analytics…	—	4.30K	Thoát	$101,647	0.0%
ORIC ORIC Pharmaceuticals…	—	8.01K	Thoát	$101,487	0.0%
GDEN	—	3.29K	Thoát	$87,917	0.0%
QGRO American Century U.S.…	—	757	Thoát	$79,508	0.0%
LQDH	—	840	Thoát	$77,581	0.0%
PKST	—	3.27K	Thoát	$68,269	0.0%
ACLX Arcellx, Inc.	—	580	Thoát	$66,595	0.0%
POET POET Technologies Inc.	—	10.00K	Thoát	$59,400	0.0%
HTBK	—	4.74K	Thoát	$59,143	0.0%
MCW	—	8.23K	Thoát	$57,390	0.0%
ONTF	—	6.92K	Thoát	$56,076	0.0%
SKOR	—	1.10K	Thoát	$53,336	0.0%
BHK	—	5.49K	Thoát	$50,270	0.0%
PRA ProAssurance Corporation	—	1.90K	Thoát	$46,893	0.0%
DCMB	—	900	Thoát	$46,764	0.0%
AVGX	—	1.25K	Thoát	$43,738	0.0%
SNCY Sun Country Airlines…	—	2.51K	Thoát	$41,466	0.0%
VRE Veris Residential, Inc.	—	2.08K	Thoát	$39,306	0.0%
BBN	—	2.40K	Thoát	$38,808	0.0%
SGMOQ	—	150.00K	Thoát	$37,050	0.0%
SCHZ Schwab U.S. Aggregate…	—	1.59K	Thoát	$36,920	0.0%
EHAB	—	2.28K	Thoát	$32,140	0.0%
IQDG	—	794	Thoát	$31,871	0.0%
TPVG	—	6.20K	Thoát	$30,958	0.0%
ATHM Autohome Inc.	—	1.70K	Thoát	$29,558	0.0%
BTGO	—	3.50K	Thoát	$28,805	0.0%
KOSS	—	7.00K	Thoát	$25,060	0.0%
IWL iShares Russell Top 200…	—	150	Thoát	$24,072	0.0%
PFSI PennyMac Financial…	—	272	Thoát	$23,772	0.0%
PY	—	460	Thoát	$23,685	0.0%
MIN	—	8.10K	Thoát	$20,331	0.0%
HSAI Hesai Group	—	950	Thoát	$18,164	0.0%
FONR	—	969	Thoát	$17,985	0.0%
TYG	—	322	Thoát	$16,052	0.0%
PAXS	—	1.04K	Thoát	$15,058	0.0%
HQH	—	828	Thoát	$14,730	0.0%
CAPL	—	700	Thoát	$14,546	0.0%
FDUS	—	750	Thoát	$13,065	0.0%
ONCY	—	15.05K	Thoát	$12,782	0.0%
CTA	—	387	Thoát	$11,695	0.0%
DRSK	—	420	Thoát	$11,479	0.0%
LIFE	—	1.00K	Thoát	$11,170	0.0%
FFWM	—	1.61K	Thoát	$9,505	0.0%
USMC Principal U.S. Mega-Cap…	—	147	Thoát	$9,454	0.0%
FFIC	—	608	Thoát	$9,339	0.0%
DFVX	—	125	Thoát	$9,287	0.0%
FOLD Amicus Therapeutics…	—	625	Thoát	$9,038	0.0%
FFSM Fidelity Fundamental…	—	250	Thoát	$7,988	0.0%
PNNT	—	1.77K	Thoát	$7,970	0.0%
GLDD	—	443	Thoát	$7,531	0.0%
ALLO Allogene Therapeutics…	—	3.06K	Thoát	$7,459	0.0%
CVGW	—	266	Thoát	$6,860	0.0%
SBND	—	345	Thoát	$6,481	0.0%
RWK	—	47	Thoát	$6,028	0.0%
XLSR	—	100	Thoát	$5,774	0.0%
SEMR	—	468	Thoát	$5,588	0.0%
BCHHF	—	2.46K	Thoát	$4,805	0.0%
BHR	—	2.03K	Thoát	$4,796	0.0%
SABA	—	561	Thoát	$4,668	0.0%
SCOR	—	638	Thoát	$4,428	0.0%
ZROZ	—	67	Thoát	$4,289	0.0%
FLRT	—	92	Thoát	$4,261	0.0%
MPX	—	540	Thoát	$3,926	0.0%
IXG	—	30	Thoát	$3,420	0.0%
VTES	—	32	Thoát	$3,236	0.0%
KALV	—	149	Thoát	$2,999	0.0%
MCR	—	474	Thoát	$2,874	0.0%
CTLP	—	265	Thoát	$2,865	0.0%
SAVA	—	1.68K	Thoát	$2,841	0.0%
ISCF	—	62	Thoát	$2,591	0.0%
DHIL	—	15	Thoát	$2,582	0.0%
NTSK Netskope, Inc. Class A…	—	300	Thoát	$2,547	0.0%
STKL	—	365	Thoát	$2,365	0.0%
PBPH	—	90	Thoát	$2,300	0.0%
MONOY	—	187	Thoát	$2,010	0.0%
CERY	—	56	Thoát	$1,973	0.0%
UBFO	—	184	Thoát	$1,934	0.0%
AREC	—	750	Thoát	$1,816	0.0%
JCAP	—	89	Thoát	$1,711	0.0%
UDMY	—	366	Thoát	$1,691	0.0%
SLNO Soleno Therapeutics…	—	50	Thoát	$1,674	0.0%
HIPO Hippo Holdings Inc.	—	59	Thoát	$1,538	0.0%
GGT	—	367	Thoát	$1,442	0.0%
FISR	—	50	Thoát	$1,286	0.0%
ACIC	—	100	Thoát	$1,125	0.0%
SCHY	—	35	Thoát	$1,108	0.0%
VERU	—	500	Thoát	$1,105	0.0%
SWKHL	—	62	Thoát	$1,055	0.0%
DAWN Day One…	—	41	Thoát	$879	0.0%
VNET VNET Group, Inc.	—	100	Thoát	$839	0.0%
LNKB	—	93	Thoát	$776	0.0%
EMHC	—	27	Thoát	$670	0.0%
GAIA	—	228	Thoát	$632	0.0%
AMIX	—	1.59K	Thoát	$619	0.0%
EVI	—	29	Thoát	$597	0.0%
FJET	—	100	Thoát	$592	0.0%
FINV FinVolution Group	—	123	Thoát	$591	0.0%

Tuổi vị thế

2020–1 quý

43792–4 quý

Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Fifth Third Bancorp	3544	69.1%	0.497	So sánh ⇄
Us Bancorp \De\	3552	71.2%	0.3157	So sánh ⇄
Wells Fargo & Company/Mn	4410	73.3%	0.3135	So sánh ⇄
Rockefeller Capital Management L.P.	3787	71.7%	0.2887	So sánh ⇄
Morgan Stanley	4520	66.2%	0.2856	So sánh ⇄
Bank Of America Corp /De/	4207	75.3%	0.2825	So sánh ⇄
Goldman Sachs Group	3967	70.9%	0.2621	So sánh ⇄
Bank of New York Mellon Corp	3606	71.3%	0.255	So sánh ⇄

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

Hồ sơ nộp

Aug 07 2026 13F-HR · kỳ Q2 2026

$184.29B · 17,255 vị thế · Xem hồ sơ SEC gốc ↗

May 08 2026 13F-HR · kỳ Q1 2026

$157.24B · 17,145 vị thế · Xem hồ sơ SEC gốc ↗

Feb 06 2026 13F-HR · kỳ Q4 2025

$166.63B · 17,135 vị thế · Xem hồ sơ SEC gốc ↗

Nov 07 2025 13F-HR · kỳ Q3 2025

$148.57B · 17,124 vị thế · Xem hồ sơ SEC gốc ↗

Aug 08 2025 13F-HR · kỳ Q2 2025

$139.83B · 16,834 vị thế · Xem hồ sơ SEC gốc ↗

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

☆ Pnc Financial Services Group, Inc.

Pnc Financial Services Group, Inc.