Hồ sơ lưu nhà quản lý

Rockefeller Capital Management L.P.

New York, NY · CIK 1739439 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$65.22BGiá trị 13F được báo cáo

11,392Vị thế

22.0%Tỷ trọng top 10

130.40Danh mục nắm giữ hiệu lực

3.4%Doanh thu ước tính

+201Mới

−148Thoát 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 43.3% (-0.2pp)

Công nghệ 21.9% (+2.7pp)

Công nghiệp 7.2% (+0.1pp)

Dịch vụ Truyền thông 6.1% (-0.1pp)

Chăm sóc sức khỏe 5.8% (-0.5pp)

Hàng tiêu dùng chu kỳ 5.5% (-0.4pp)

Năng lượng 3.3% (-1.0pp)

Hàng tiêu dùng thiết yếu 2.6% (-0.4pp)

Tiện ích 1.5% (-0.2pp)

Bất động sản 1.4% (-0.1pp)

Vật liệu Cơ bản 1.3% (+0.0pp)

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

Danh mục đầu tư · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	SPY State Street SPDR S&P 500…	3.2%	$1.88B	2.51M	-4.0%	▼ Trim	3+
2	AAPL Apple Inc.	3.1%	$1.74B	6.00M	+5.9%	▲ Add	3+
3	NVDA NVIDIA Corporation	2.8%	$1.60B	7.98M	+2.6%	▲ Add	3+
4	GOOGL Alphabet Inc.	2.3%	$1.17B	3.27M	-1.0%	▼ Trim	3+
5	AMZN Amazon.com, Inc.	2.2%	$1.16B	4.88M	+3.2%	▲ Add	3+
6	MSFT Microsoft Corporation	2.2%	$1.02B	2.74M	-2.5%	▼ Trim	3+
7	AVGO Broadcom Inc.	1.7%	$958.50M	2.54M	+0.7%	▲ Add	3+
8	QQQ Invesco QQQ Trust, Series 1	1.3%	$788.80M	1.07M	+1.8%	▲ Add	3+
9	IVV iShares Core S&P 500 ETF	1.4%	$747.89M	998.67K	+4.8%	▲ Add	3+
10	GOOG Alphabet Inc.	1.2%	$677.11M	1.92M	+2.3%	▲ Add	3+
11	JPM JPMorgan Chase & Co.	1.2%	$652.99M	1.99M	+2.1%	▲ Add	3+
12	VOO Vanguard S&P 500 ETF	1.5%	$650.22M	946.72K	+4.0%	▲ Add	3+
13	IWF iShares Russell 1000 Growth…	0.9%	$539.50M	4.34M	+1.4% ✂	▲ Add	3+
14	LLY Eli Lilly and Company	1.0%	$507.19M	422.86K	+11.0%	▲ Add	3+
15	META Meta Platforms, Inc.	0.9%	$457.75M	812.64K	+1.2%	▲ Add	3+
16	VTI Vanguard Morningstar Total…	0.7%	$385.49M	1.04M	+4.3%	▲ Add	3+
17	CRWD CrowdStrike Holdings, Inc.	0.6%	$378.39M	495.83K	-8.6%	▼ Trim	3+
18	COST Costco Wholesale Corporation	0.6%	$378.01M	404.08K	+1.9%	▲ Add	3+
19	RSMC TIDAL TRUST III	0.9%	$377.46M	13.05M	-1.0%	▼ Trim	3+
20	MSFT Microsoft Corporation	2.2%	$371.25M	995.26K	-2.5%	▼ Trim	3+
21	V Visa Inc.	0.7%	$361.72M	1.05M	+2.8%	▲ Add	3+
22	IWD iShares Russell 1000 Value…	0.6%	$356.04M	1.47M	-0.3%	▼ Trim	3+
23	XLK State Street Technology…	0.6%	$354.66M	1.86M	-3.8%	▼ Trim	3+
24	GEV GE Vernova Inc.	0.8%	$342.43M	291.46K	+9.8%	▲ Add	3+
25	RGEF TIDAL TRUST III	1.0%	$331.49M	9.47M	-1.6%	▼ Trim	3+
26	HD The Home Depot, Inc.	0.6%	$325.24M	922.19K	+4.8%	▲ Add	3+
27	MU Micron Technology, Inc.	0.6%	$324.17M	280.84K	+13.4%	▲ Add	3+
28	VTV Vanguard Morningstar Value…	0.5%	$320.05M	1.47M	+2.0%	▲ Add	3+
29	RGEF TIDAL TRUST III	1.0%	$312.87M	8.94M	-1.6%	▼ Trim	3+
30	PANW Palo Alto Networks, Inc.	0.5%	$310.86M	911.55K	-2.8%	▼ Trim	3+
31	VUG Vanguard Morningstar Growth…	0.5%	$308.10M	3.58M	-0.3% ✂	▼ Trim	3+
32	VOO Vanguard S&P 500 ETF	1.5%	$305.19M	444.36K	+4.0%	▲ Add	3+
33	GLD SPDR Gold Shares	0.5%	$290.01M	787.24K	+2.7%	▲ Add	3+
34	GOOGL Alphabet Inc.	2.3%	$286.46M	801.57K	-1.0%	▼ Trim	3+
35	VGT Vanguard Information…	0.4%	$277.99M	2.33M	-0.9% ✂	▼ Trim	3+
36	EFA iShares MSCI EAFE ETF	0.5%	$275.33M	2.65M	+4.2%	▲ Add	3+
37	CAT Caterpillar Inc.	0.5%	$271.83M	255.26K	+1.5%	▲ Add	3+
38	IJR iShares Core S&P Small-Cap…	0.4%	$263.79M	1.78M	+7.2%	▲ Add	3+
39	IEFA iShares Core MSCI EAFE ETF	0.5%	$260.79M	2.70M	+9.2%	▲ Add	3+
40	IJH iShares Core S&P Mid-Cap ETF	0.4%	$254.41M	3.30M	+18.8%	▲ Add	3+
41	BRK-B Berkshire Hathaway Inc.	0.5%	$254.21M	508.01K	+5.3%	▲ Add	3+
42	RSP Invesco S&P 500 Equal…	0.5%	$249.65M	1.17M	+3.5%	▲ Add	3+
43	AAPL Apple Inc.	3.1%	$242.07M	836.57K	+5.9%	▲ Add	3+
44	AMZN Amazon.com, Inc.	2.2%	$241.56M	1.01M	+3.2%	▲ Add	3+
45	JNJ Johnson & Johnson	0.4%	$240.71M	947.78K	+7.8%	▲ Add	3+
46	AMD Advanced Micro Devices, Inc.	0.7%	$238.70M	410.91K	-8.4%	▼ Trim	3+
47	VO Vanguard Morningstar…	0.4%	$237.87M	2.95M	+4.5% ✂	▲ Add	3+
48	RMOP TIDAL TRUST III	0.4%	$230.41M	9.02M	+18.5%	▲ Add	3+
49	TSM Taiwan Semiconductor…	0.7%	$230.15M	481.92K	+1.5%	▲ Add	3+
50	KO The Coca-Cola Company	0.4%	$228.16M	2.81M	+5.1%	▲ Add	3+
51	SOXX iShares Semiconductor ETF	0.4%	$228.12M	356.01K	+6.5%	▲ Add	3+
52	CSCO Cisco Systems, Inc.	0.4%	$227.72M	1.94M	-0.3%	▼ Trim	3+
53	ABBV AbbVie Inc.	0.4%	$221.03M	878.38K	+7.5%	▲ Add	3+
54	ANET Arista Networks, Inc.	0.4%	$220.13M	1.30M	+2.8%	▲ Add	3+
55	UBER Uber Technologies, Inc.	0.4%	$218.32M	3.03M	+3.5%	▲ Add	3+
56	VEA Vanguard FTSE Developed…	0.5%	$217.33M	3.05M	+2.3%	▲ Add	3+
57	XONA.DE Exxon Mobil Corporation	0.4%	$212.17M	1.55M	+0.2%	▲ Add	3+
58	BLK BlackRock, Inc.	0.3%	$211.30M	219.75K	+4.8%	▲ Add	3+
59	AMGN Amgen Inc.	0.4%	$209.67M	579.01K	-1.2%	▼ Trim	3+
60	TSM Taiwan Semiconductor…	0.7%	$208.71M	436.36K	+1.5%	▲ Add	3+
61	SPY State Street SPDR S&P 500…	3.2%	$207.07M	277.29K	-4.0%	▼ Trim	3+
62	TSLA Tesla, Inc.	0.3%	$196.70M	467.65K	+5.6%	▲ Add	3+
63	TMO Thermo Fisher Scientific…	0.3%	$195.53M	390.00K	-0.3%	▼ Trim	3+
64	MRK Merck & Co., Inc.	0.4%	$194.75M	1.52M	+5.5%	▲ Add	3+
65	TJX The TJX Companies, Inc.	0.3%	$193.50M	1.28M	-0.4%	▼ Trim	3+
66	GS The Goldman Sachs Group…	0.3%	$192.60M	190.44K	+8.9%	▲ Add	3+
67	AMD Advanced Micro Devices, Inc.	0.7%	$191.90M	330.35K	-8.4%	▼ Trim	3+
68	CVX Chevron Corporation	0.4%	$188.35M	1.14M	+1.0%	▲ Add	3+
69	MCD McDonald's Corporation	0.3%	$186.46M	689.79K	+4.3%	▲ Add	3+
70	NVDA NVIDIA Corporation	2.8%	$185.24M	925.79K	+2.6%	▲ Add	3+
71	WMT Walmart Inc.	0.3%	$183.94M	1.62M	+5.8%	▲ Add	3+
72	SMH VanEck Semiconductor ETF	0.3%	$183.03M	279.05K	-6.6%	▼ Trim	3+
73	NEE NextEra Energy, Inc.	0.4%	$177.18M	2.02M	+2.5%	▲ Add	3+
74	AMAT Applied Materials, Inc.	0.5%	$173.07M	239.38K	+0.7%	▲ Add	3+
75	IEMG iShares Core MSCI Emerging…	0.3%	$171.99M	2.08M	+27.5%	▲ Add	3+
76	IWM iShares Russell 2000 ETF	0.4%	$168.34M	560.28K	+1.4%	▲ Add	3+
77	VIG Vanguard Dividend…	0.3%	$167.36M	707.30K	+2.0%	▲ Add	3+
78	PH Parker-Hannifin Corporation	0.3%	$167.23M	170.97K	-3.5%	▼ Trim	3+
79	VEU Vanguard FTSE All-World…	0.3%	$166.23M	1.98M	-0.3%	▼ Trim	3+
80	ADI Analog Devices, Inc.	0.3%	$163.31M	411.18K	+1.4%	▲ Add	3+
81	VWO Vanguard FTSE Emerging…	0.3%	$162.96M	2.73M	-0.4%	▼ Trim	3+
82	PG The Procter & Gamble Company	0.3%	$160.73M	1.10M	+7.1%	▲ Add	3+
83	IBM International Business…	0.3%	$159.50M	567.19K	+1.6%	▲ Add	3+
84	PLTR Palantir Technologies Inc.	0.2%	$155.79M	1.34M	+22.9%	▲ Add	3+
85	RSMC TIDAL TRUST III	0.9%	$150.19M	5.19M	-1.0%	▼ Trim	3+
86	AVGO Broadcom Inc.	1.7%	$149.26M	395.12K	+0.7%	▲ Add	3+
87	UNP Union Pacific Corporation	0.3%	$148.79M	547.03K	+6.5%	▲ Add	3+
88	LHX L3Harris Technologies, Inc.	0.2%	$142.83M	491.53K	-1.1%	▼ Trim	3+
89	CDNS Cadence Design Systems, Inc.	0.2%	$140.85M	375.29K	+0.9%	▲ Add	3+
90	LLY Eli Lilly and Company	1.0%	$140.85M	117.43K	+11.0%	▲ Add	3+
91	EMR Emerson Electric Co.	0.3%	$136.36M	952.60K	-5.1%	▼ Trim	3+
92	GEV GE Vernova Inc.	0.8%	$135.92M	115.66K	+9.8%	▲ Add	3+
93	LIN Linde plc	0.3%	$135.64M	261.37K	+4.0%	▲ Add	3+
94	VB Vanguard Morningstar…	0.2%	$134.26M	442.91K	+4.1%	▲ Add	3+
95	BIL State Street SPDR Bloomberg…	0.2%	$133.07M	1.45M	+4.0%	▲ Add	3+
96	JPM JPMorgan Chase & Co.	1.2%	$131.67M	402.26K	+2.1%	▲ Add	3+
97	TEL TE Connectivity plc	0.2%	$131.36M	651.57K	+1.4%	▲ Add	3+
98	BX Blackstone Inc.	0.2%	$130.31M	1.11M	+4.1%	▲ Add	3+
99	IVV iShares Core S&P 500 ETF	1.4%	$123.06M	164.33K	+4.8%	▲ Add	3+
100	IAU iShares Gold Trust	0.2%	$121.13M	1.60M	-2.7%	▼ Trim	3+
101	APH Amphenol Corporation	0.2%	$120.74M	684.78K	+8.7%	▲ Add	3+
102	ETN Eaton Corporation plc	0.2%	$120.46M	282.69K	+7.0%	▲ Add	3+
103	RTX RTX Corporation	0.2%	$116.30M	612.98K	+1.5%	▲ Add	3+
104	AMAT Applied Materials, Inc.	0.5%	$115.10M	159.20K	+0.7%	▲ Add	3+
105	VXUS Vanguard Total…	0.2%	$113.87M	1.33M	+1.6%	▲ Add	3+
106	SNOW Snowflake Inc.	0.2%	$113.70M	446.76K	+8.6%	▲ Add	3+
107	VBK Vanguard Morningstar…	0.2%	$113.45M	310.23K	+0.5%	▲ Add	3+
108	KLAC KLA Corporation	0.2%	$112.22M	371.96K	+14.3% ✂	▲ Add	3+
109	VEA Vanguard FTSE Developed…	0.5%	$111.93M	1.57M	+2.3%	▲ Add	3+
110	GLW Corning Inc	0.2%	$111.54M	436.69K	+2.5%	▲ Add	3+
111	EQIX Equinix, Inc.	0.2%	$111.17M	106.65K	+1.1%	▲ Add	3+
112	VBR Vanguard Morningstar…	0.2%	$110.37M	454.23K	+0.9%	▲ Add	3+
113	META Meta Platforms, Inc.	0.9%	$109.97M	195.22K	+1.2%	▲ Add	3+
114	LNG Cheniere Energy, Inc.	0.2%	$109.82M	459.50K	+53.8%	▲ Add	3+
115	PLD Prologis, Inc.	0.2%	$109.78M	810.39K	+6.2%	▲ Add	3+
116	NFLX Netflix, Inc.	0.2%	$109.69M	1.54M	+12.6%	▲ Add	3+
117	AER AerCap Holdings N.V.	0.2%	$108.90M	747.00K	-2.9%	▼ Trim	3+
118	IVW iShares S&P 500 Growth ETF	0.2%	$105.88M	769.85K	+1.7%	▲ Add	3+
119	LRCX Lam Research Corporation	0.2%	$105.50M	243.47K	+20.6%	▲ Add	3+
120	FITB Fifth Third Bancorp	0.2%	$105.42M	1.87M	+17.0%	▲ Add	3+
121	VRT Vertiv Holdings Co	0.2%	$104.55M	312.26K	+4.9%	▲ Add	3+
122	ASML ASML Holding N.V.	0.3%	$104.51M	52.53K	+10.5%	▲ Add	3+
123	MGK Vanguard Morningstar Mega…	0.2%	$104.32M	1.19M	+2.1% ✂	▲ Add	3+
124	VT Vanguard Total World Stock…	0.3%	$103.93M	662.17K	+12.5%	▲ Add	3+
125	SHEL Shell plc	0.3%	$103.24M	1.33M	-1.7%	▼ Trim	3+
126	DLR Digital Realty Trust, Inc.	0.2%	$101.24M	563.74K	+0.7%	▲ Add	3+
127	SHEL Shell plc	0.3%	$101.02M	1.30M	-1.7%	▼ Trim	3+
128	GE GE Aerospace	0.3%	$100.86M	269.88K	-0.9%	▼ Trim	3+
129	XLF State Street Financial…	0.2%	$99.60M	1.86M	+2.7%	▲ Add	3+
130	EQT EQT Corporation	0.2%	$99.15M	1.86M	+16.6%	▲ Add	3+
131	VOT Vanguard Morningstar…	0.2%	$98.92M	322.95K	+0.2%	▲ Add	3+
132	V Visa Inc.	0.7%	$98.77M	287.88K	+2.8%	▲ Add	3+
133	TLT iShares 20+ Year Treasury…	0.1%	$97.67M	1.13M	-9.8%	▼ Trim	3+
134	VONG Vanguard Russell 1000…	0.1%	$96.90M	758.18K	+6.7%	▲ Add	3+
135	DELL Dell Technologies Inc.	0.1%	$95.62M	221.62K	+18.2%	▲ Add	3+
136	ASML ASML Holding N.V.	0.3%	$95.49M	48.00K	+10.5%	▲ Add	3+
137	JEPI JPMorgan Equity Premium…	0.1%	$95.21M	1.69M	-1.0%	▼ Trim	3+
138	ET Energy Transfer LP	0.1%	$93.16M	4.87M	-4.0%	▼ Trim	3+
139	IVE iShares S&P 500 Value ETF	0.2%	$92.84M	408.88K	+5.8%	▲ Add	3+
140	XLV State Street Health Care…	0.1%	$92.65M	583.93K	+5.8%	▲ Add	3+
141	URI United Rentals, Inc.	0.2%	$91.58M	80.84K	+2.6%	▲ Add	3+
142	C Citigroup Inc.	0.2%	$91.38M	652.88K	-7.7%	▼ Trim	3+
143	IWR iShares Russell Mid-Cap ETF	0.2%	$89.72M	813.28K	+1.2%	▲ Add	3+
144	SPOT Spotify Technology S.A.	0.1%	$88.86M	193.54K	+26.0%	▲ Add	3+
145	CEG Constellation Energy…	0.1%	$88.65M	356.93K	+18.4%	▲ Add	3+
146	BIV Vanguard Intermediate-Term…	0.1%	$88.03M	1.15M	+5.6%	▲ Add	3+
147	SRE Sempra	0.1%	$87.68M	945.75K	+91.7%	▲ Add	3+
148	TXN Texas Instruments…	0.2%	$87.42M	293.28K	+4.1%	▲ Add	3+
149	ABT Abbott Laboratories	0.2%	$86.94M	958.08K	-24.7%	▼ Trim	3+
150	NOW ServiceNow, Inc.	0.1%	$85.70M	863.25K	+89.6%	▲ Add	3+
151	UNH UnitedHealth Group…	0.2%	$85.69M	206.18K	-30.4%	▼ Trim	3+
152	POWL Powell Industries, Inc.	0.1%	$85.19M	297.50K	-0.8% ✂	▼ Trim	3+
153	XLI State Street Industrial…	0.1%	$85.17M	459.80K	-2.2%	▼ Trim	3+
154	ORCL Oracle Corporation	0.1%	$83.52M	569.87K	-4.3%	▼ Trim	3+
155	BOXX EA SERIES TRUST	0.1%	$81.38M	695.00K	+15.6%	▲ Add	3+
156	MA Mastercard Incorporated	0.1%	$81.25M	158.20K	-0.6%	▼ Trim	3+
157	RY Royal Bank of Canada	0.1%	$80.54M	389.14K	+1.5%	▲ Add	3+
158	JCI Johnson Controls…	0.1%	$80.45M	550.63K	+2.6%	▲ Add	3+
159	PEP PepsiCo, Inc.	0.2%	$80.30M	593.03K	+10.6%	▲ Add	3+
160	T AT&T Inc.	0.2%	$80.03M	3.87M	+2.6%	▲ Add	3+
161	RSP Invesco S&P 500 Equal…	0.5%	$79.72M	374.68K	+3.5%	▲ Add	3+
162	VZ Verizon Communications Inc.	0.2%	$79.65M	1.88M	+3.8%	▲ Add	3+
163	DVY iShares Select Dividend ETF	0.1%	$79.57M	509.11K	+2.0%	▲ Add	3+
164	WT WisdomTree, Inc.	0.4%	$79.50M	1.58M	+1.2%	▲ Add	3+
165	MGV Vanguard Morningstar Mega…	0.1%	$79.12M	484.03K	+0.4%	▲ Add	3+
166	EPD Enterprise Products…	0.1%	$79.05M	2.15M	+10.8%	▲ Add	3+
167	RDVY First Trust Rising Dividend…	0.1%	$78.43M	967.54K	0.0%	▼ Trim	3+
168	GE GE Aerospace	0.3%	$78.35M	209.65K	-0.9%	▼ Trim	3+
169	GOOG Alphabet Inc.	1.2%	$77.90M	220.48K	+2.3%	▲ Add	3+
170	MU Micron Technology, Inc.	0.6%	$77.62M	67.24K	+13.4%	▲ Add	3+
171	BAC Bank of America Corporation	0.1%	$76.96M	1.35M	-14.2%	▼ Trim	3+
172	WMB The Williams Companies, Inc.	0.1%	$75.73M	1.02M	+6.0%	▲ Add	3+
173	LIN Linde plc	0.3%	$75.59M	145.66K	+4.0%	▲ Add	3+
174	SPDW State Street SPDR Portfolio…	0.1%	$74.85M	1.49M	+3.5%	▲ Add	3+
175	MUB iShares National Muni Bond…	0.1%	$73.99M	687.54K	-1.7%	▼ Trim	3+
176	FANG Diamondback Energy, Inc.	0.1%	$73.98M	420.85K	-6.7%	▼ Trim	3+
177	BA The Boeing Company	0.2%	$73.71M	340.49K	+5.3%	▲ Add	3+
178	PAAA PGIM AAA CLO ETF	0.1%	$73.37M	1.43M	+16.9%	▲ Add	3+
179	QUAL iShares MSCI USA Quality…	0.1%	$73.12M	333.21K	-7.6%	▼ Trim	3+
180	VOE Vanguard Morningstar…	0.1%	$72.92M	369.04K	-0.4%	▼ Trim	3+
181	IYW iShares U.S. Technology ETF	0.1%	$72.34M	286.82K	+2.2%	▲ Add	3+
182	ITOT iShares Core S&P Total U.S.…	0.1%	$72.30M	440.14K	+6.2%	▲ Add	3+
183	VRTX Vertex Pharmaceuticals…	0.1%	$71.96M	144.87K	-0.1%	▼ Trim	3+
184	NVO Novo Nordisk A/S	0.1%	$71.67M	1.49M	+9.3%	▲ Add	3+
185	ROK Rockwell Automation, Inc.	0.1%	$70.66M	142.72K	+6.1%	▲ Add	3+
186	FTNT Fortinet, Inc.	0.1%	$70.51M	458.96K	+1.1%	▲ Add	3+
187	PWR Quanta Services, Inc.	0.1%	$69.81M	96.95K	+13.5%	▲ Add	3+
188	CB Chubb Limited	0.1%	$69.28M	203.34K	+3.9%	▲ Add	3+
189	EEM iShares MSCI Emerging…	0.1%	$68.70M	1.00M	+7.7%	▲ Add	3+
190	AXP American Express Company	0.2%	$68.25M	201.78K	-0.8%	▼ Trim	3+
191	LMT Lockheed Martin Corporation	0.1%	$67.79M	133.07K	+20.2%	▲ Add	3+
192	CRM Salesforce, Inc.	0.1%	$67.46M	430.60K	-53.4%	▼ Trim	3+
193	ORLY O'Reilly Automotive, Inc.	0.1%	$66.69M	724.20K	+1.3%	▲ Add	3+
194	TTE TotalEnergies SE	0.2%	$65.74M	839.80K	-2.5%	▼ Trim	3+
195	WT WisdomTree, Inc.	0.4%	$65.73M	687.46K	+1.2%	▲ Add	3+
196	IEF iShares 7-10 Year Treasury…	0.1%	$64.94M	686.68K	-2.4%	▼ Trim	3+
197	NDAQ Nasdaq, Inc.	0.1%	$64.66M	820.35K	+2.9%	▲ Add	3+
198	DE Deere & Company	0.1%	$64.24M	101.26K	+14.1%	▲ Add	3+
199	RGA Reinsurance Group of…	0.1%	$63.96M	300.76K	-1.8%	▼ Trim	3+
200	VCSH Vanguard Short-Term…	0.1%	$63.50M	803.52K	+6.7%	▲ Add	3+
201	MDT Medtronic plc	0.1%	$63.47M	811.32K	-1.6%	▼ Trim	3+
202	CGGR Capital Group Growth ETF	0.1%	$62.53M	1.32M	-4.7%	▼ Trim	3+
203	MRVL Marvell Technology, Inc.	0.1%	$62.18M	208.75K	+32.3%	▲ Add	3+
204	SPHQ Invesco S&P 500 Quality ETF	0.1%	$61.34M	680.84K	+2.7%	▲ Add	3+
205	MS Morgan Stanley	0.1%	$61.33M	293.38K	+8.2%	▲ Add	3+
206	CVX Chevron Corporation	0.4%	$61.24M	369.44K	+1.0%	▲ Add	3+
207	SLV iShares Silver Trust	0.1%	$61.14M	1.14M	+8.1%	▲ Add	3+
208	AVLV Avantis U.S. Large Cap…	0.1%	$60.85M	667.15K	-2.4%	▼ Trim	3+
209	XLE State Street Energy Select…	0.1%	$60.70M	1.14M	-6.2%	▼ Trim	3+
210	AOA ISHARES TR	0.1%	$59.71M	611.74K	+9.9%	▲ Add	3+
211	VXF Vanguard Extended Market ETF	0.1%	$59.16M	240.29K	+0.3%	▲ Add	3+
212	O Realty Income Corporation	0.1%	$59.09M	953.60K	+4.9%	▲ Add	3+
213	HASI HA Sustainable…	0.1%	$58.96M	1.51M	+3.8%	▲ Add	3+
214	IWM iShares Russell 2000 ETF	0.4%	$58.65M	195.20K	+1.4%	▲ Add	3+
215	XLY State Street Consumer…	0.1%	$58.08M	495.22K	-4.5%	▼ Trim	3+
216	NBIX Neurocrine Biosciences, Inc.	0.1%	$57.89M	343.47K	+32.4%	▲ Add	3+
217	ISRG Intuitive Surgical, Inc.	0.1%	$57.48M	144.53K	+1.6%	▲ Add	3+
218	MPC Marathon Petroleum…	0.1%	$57.34M	224.26K	-7.8%	▼ Trim	3+
219	QQQ Invesco QQQ Trust, Series 1	1.3%	$56.51M	76.74K	+1.8%	▲ Add	3+
220	CMI Cummins Inc.	0.1%	$56.01M	78.53K	+7.4%	▲ Add	3+
221	AVUS Avantis U.S. Equity ETF	0.1%	$55.69M	434.78K	+5.8%	▲ Add	3+
222	PNC The PNC Financial Services…	0.1%	$55.68M	226.15K	+4.2%	▲ Add	3+
223	EVR Evercore Inc.	0.1%	$55.54M	162.67K	-1.7%	▼ Trim	3+
224	MTUM iShares MSCI USA Momentum…	0.1%	$55.22M	161.07K	+3.2%	▲ Add	3+
225	AZN AstraZeneca PLC	0.1%	$54.91M	290.05K	-1.2%	▼ Trim	3+
226	INTC Intel Corp.	0.1%	$54.89M	393.09K	+5.1%	▲ Add	3+
227	ARM Arm Holdings plc American…	0.1%	$54.81M	154.59K	+99.6%	▲ Add	3+
228	COR Cencora, Inc.	0.1%	$54.81M	193.68K	+8.3%	▲ Add	3+
229	KMI Kinder Morgan, Inc.	0.1%	$54.33M	1.70M	+2.5%	▲ Add	3+
230	GDX VanEck Gold Miners ETF	0.1%	$54.08M	716.74K	-0.9%	▼ Trim	3+
231	SNEX StoneX Group Inc.	0.1%	$53.45M	451.02K	-40.9%	▼ Trim	3+
232	APO Apollo Global Management…	0.1%	$52.68M	445.31K	-2.6%	▼ Trim	3+
233	GD General Dynamics Corporation	0.1%	$52.53M	148.29K	+31.4%	▲ Add	3+
234	AZO AutoZone, Inc.	0.1%	$52.49M	16.42K	-0.1%	▼ Trim	3+
235	XONA.DE Exxon Mobil Corporation	0.4%	$51.84M	379.17K	+0.2%	▲ Add	3+
236	SHOP Shopify Inc.	0.1%	$51.81M	453.75K	-18.0%	▼ Trim	3+
237	COWZ Pacer US Cash Cows 100 ETF	0.1%	$51.17M	822.71K	-5.8%	▼ Trim	3+
238	EFA iShares MSCI EAFE ETF	0.5%	$51.08M	491.75K	+4.2%	▲ Add	3+
239	MET MetLife, Inc.	0.1%	$51.04M	603.19K	+2.9%	▲ Add	3+
240	MKSI MKS Inc.	0.1%	$50.54M	113.62K	+10756.9%	▲ Add	3+
241	VONV Vanguard Russell 1000 Value…	0.1%	$50.52M	475.25K	-6.9%	▼ Trim	3+
242	DHR Danaher Corporation	0.1%	$49.69M	260.88K	-7.2%	▼ Trim	3+
243	JMUB JPMorgan Municipal ETF	0.1%	$49.68M	980.67K	+13.1%	▲ Add	3+
244	BABA Alibaba Group Holding…	0.1%	$49.60M	511.43K	-3.6%	▼ Trim	3+
245	SCHF Schwab International Equity…	0.1%	$49.10M	1.77M	-0.6%	▼ Trim	3+
246	CIBR First Trust Nasdaq…	0.1%	$48.50M	539.74K	-1.3%	▼ Trim	3+
247	ARCC Ares Capital Corporation	0.1%	$48.09M	2.60M	+17.5%	▲ Add	3+
248	SOXX iShares Semiconductor ETF	0.4%	$47.80M	74.59K	+6.5%	▲ Add	3+
249	AEP American Electric Power…	0.1%	$47.77M	349.20K	+16.7%	▲ Add	3+
250	KKR KKR & Co. Inc.	0.1%	$47.57M	518.31K	+3.6%	▲ Add	3+
251	ADP Automatic Data Processing…	0.1%	$47.26M	211.05K	-5.8%	▼ Trim	3+
252	RSMC TIDAL TRUST III	0.9%	$47.16M	1.63M	-1.0%	▼ Trim	3+
253	GLD SPDR Gold Shares	0.5%	$47.09M	127.82K	+2.7%	▲ Add	3+
254	NEE NextEra Energy, Inc.	0.4%	$46.99M	535.33K	+2.5%	▲ Add	3+
255	IQLT iShares MSCI Intl Quality…	0.1%	$46.98M	948.08K	-1.9%	▼ Trim	3+
256	WDC Western Digital Corporation	0.1%	$46.23M	72.38K	+46.8%	▲ Add	3+
257	XYZ Block, Inc.	0.1%	$46.17M	607.56K	+0.5%	▲ Add	3+
258	VZ Verizon Communications Inc.	0.2%	$46.14M	1.09M	+3.8%	▲ Add	3+
259	JAAA Janus Henderson AAA CLO ETF	0.1%	$46.08M	912.72K	+16.1%	▲ Add	3+
260	WFC Wells Fargo & Company	0.1%	$46.05M	557.25K	-1.5%	▼ Trim	3+
261	JEPQ JPMorgan Nasdaq Equity…	0.1%	$46.04M	749.15K	+4.3%	▲ Add	3+
262	PM Philip Morris International…	0.1%	$45.71M	252.66K	+8.9%	▲ Add	3+
263	IUS INVESCO EXCH TRD SLF IDX FD	0.1%	$45.63M	695.79K	+3.0%	▲ Add	3+
264	SDVY First Trust SMID Cap Rising…	0.1%	$45.26M	1.05M	-9.2%	▼ Trim	3+
265	AMP Ameriprise Financial, Inc.	0.1%	$44.59M	97.19K	-2.5%	▼ Trim	3+
266	JPIE JPMorgan Income ETF	0.1%	$44.53M	966.94K	+9.2%	▲ Add	3+
267	IWB iShares Russell 1000 ETF	0.1%	$44.10M	107.70K	-2.9%	▼ Trim	3+
268	KEYS Keysight Technologies, Inc.	0.1%	$44.06M	125.87K	-1.7%	▼ Trim	3+
269	AGG iShares Core U.S. Aggregate…	0.1%	$44.01M	444.61K	+15.7%	▲ Add	3+
270	ITA iShares U.S. Aerospace &…	0.1%	$43.56M	179.71K	-6.8%	▼ Trim	3+
271	PFE Pfizer Inc.	0.1%	$43.48M	1.81M	+0.4%	▲ Add	3+
272	VT Vanguard Total World Stock…	0.3%	$43.43M	276.71K	+12.5%	▲ Add	3+
273	ETR Entergy Corporation	0.1%	$43.36M	377.50K	+4.4%	▲ Add	3+
274	RSG Republic Services, Inc.	0.1%	$43.11M	202.31K	+2.1%	▲ Add	3+
275	MGC Vanguard Morningstar Mega…	0.1%	$42.97M	157.05K	+3.2%	▲ Add	3+
276	PVAL Putnam Focused Large Cap…	0.1%	$42.39M	832.07K	+29.9%	▲ Add	3+
277	XLC State Street Communication…	0.1%	$42.36M	395.42K	-4.4%	▼ Trim	3+
278	CAT Caterpillar Inc.	0.5%	$42.33M	39.75K	+1.5%	▲ Add	3+
279	ALL The Allstate Corporation	0.1%	$42.31M	177.09K	-1.9%	▼ Trim	3+
280	AIRR First Trust RBA American…	0.1%	$42.29M	317.35K	+8.0%	▲ Add	3+
281	XBI State Street SPDR S&P…	0.1%	$42.19M	266.60K	+16.3%	▲ Add	3+
282	UBER Uber Technologies, Inc.	0.4%	$42.09M	583.35K	+3.5%	▲ Add	3+
283	IWN iShares Russell 2000 Value…	0.1%	$41.98M	189.77K	-1.0%	▼ Trim	3+
284	BMY Bristol-Myers Squibb Company	0.1%	$41.82M	725.74K	+9.4%	▲ Add	3+
285	HON Honeywell International Inc.	0.1%	$41.69M	186.20K	-0.2% ✂	▼ Trim	3+
286	EWJ iShares MSCI Japan ETF	0.1%	$41.48M	444.70K	+9.2%	▲ Add	3+
287	DIS The Walt Disney Company	0.1%	$41.32M	429.35K	-18.4%	▼ Trim	3+
288	PYPL PayPal Holdings, Inc.	0.1%	$41.28M	956.06K	+40.7%	▲ Add	3+
289	COIN Coinbase Global, Inc.	0.1%	$41.16M	281.53K	+8.3%	▲ Add	3+
290	SHV iShares Trust iShares 0-1…	0.1%	$40.98M	371.34K	+6.1%	▲ Add	3+
291	HONA Honeywell Aerospace Inc	0.1%	$40.94M	185.19K	Mới	New	1
292	CMCSA Comcast Corporation	0.1%	$40.84M	1.66M	+231.2%	▲ Add	3+
293	T AT&T Inc.	0.2%	$40.81M	1.97M	+2.6%	▲ Add	3+
294	COP ConocoPhillips	0.1%	$40.56M	390.19K	-12.9%	▼ Trim	3+
295	VPU Vanguard Utilities ETF	0.1%	$40.52M	206.99K	+0.6%	▲ Add	3+
296	VNQ Vanguard Real Estate ETF	0.1%	$40.34M	418.35K	+2.0%	▲ Add	3+
297	JAZZ Jazz Pharmaceuticals plc	0.1%	$40.30M	167.26K	-32.8%	▼ Trim	3+
298	AVDE Avantis International…	0.1%	$40.09M	449.39K	+3.1%	▲ Add	3+
299	IWO iShares Russell 2000 Growth…	0.1%	$39.75M	100.91K	-1.9%	▼ Trim	3+
300	SKY Champion Homes, Inc.	0.1%	$39.74M	451.01K	+96.5%	▲ Add	3+
301	BRK-A Berkshire Hathaway Inc.	0.1%	$39.69M	53	+1.4%	▲ Add	3+
302	LOW Lowe's Companies, Inc.	0.1%	$39.64M	179.78K	+4.1%	▲ Add	3+
303	SHY iShares 1-3 Year Treasury…	0.1%	$39.25M	477.97K	+13.8%	▲ Add	3+
304	SPGI S&P Global Inc.	0.1%	$39.23M	96.33K	+7.0%	▲ Add	3+
305	NEM Newmont Corporation	0.1%	$39.13M	419.00K	+0.6%	▲ Add	3+
306	AXP American Express Company	0.2%	$39.13M	115.67K	-0.8%	▼ Trim	3+
307	DYNF iShares U.S. Equity Factor…	0.1%	$38.82M	570.86K	+9.8%	▲ Add	3+
308	ICE Intercontinental Exchange…	0.1%	$38.82M	315.31K	+4.4%	▲ Add	3+
309	IEFA iShares Core MSCI EAFE ETF	0.5%	$38.75M	401.21K	+9.2%	▲ Add	3+
310	GLDM SPDR Gold MiniShares Trust	0.1%	$38.33M	482.67K	+22.0%	▲ Add	3+
311	TTE TotalEnergies SE	0.2%	$38.27M	492.15K	-2.5%	▼ Trim	3+
312	STX Seagate Technology Holdings…	0.1%	$38.20M	39.59K	+37.8%	▲ Add	3+
313	MDLZ Mondelez International, Inc.	0.1%	$38.14M	659.42K	+4.1%	▲ Add	3+
314	ESE ESCO Technologies Inc.	0.1%	$38.01M	108.59K	-36.0%	▼ Trim	3+
315	BE Bloom Energy Corporation	0.1%	$37.91M	125.23K	-2.0%	▼ Trim	3+
316	KT KT Corporation	0.1%	$37.79M	2.19M	-1.7%	▼ Trim	3+
317	CSMD PROFESIONALLY MANAGED PORTFO	0.1%	$37.66M	1.03M	+15.0%	▲ Add	3+
318	KFY Korn Ferry	0.1%	$37.49M	563.04K	+20.9%	▲ Add	3+
319	RACE Ferrari N.V.	0.1%	$37.32M	100.25K	-3.3%	▼ Trim	3+
320	ADBE Adobe Inc.	0.1%	$37.29M	181.90K	+92.3%	▲ Add	3+
321	QCOM QUALCOMM Incorporated	0.1%	$37.15M	201.04K	-11.2%	▼ Trim	3+
322	CHKP Check Point Software…	0.1%	$37.03M	281.78K	+516.8%	▲ Add	3+
323	CMS CMS Energy Corporation	0.1%	$36.82M	481.31K	-0.6%	▼ Trim	3+
324	VTI Vanguard Morningstar Total…	0.7%	$36.65M	99.04K	+4.3%	▲ Add	3+
325	WT WisdomTree, Inc.	0.4%	$36.24M	548.80K	+1.2%	▲ Add	3+
326	RDNT RadNet, Inc.	0.1%	$36.17M	586.51K	+7.8%	▲ Add	3+
327	IUSG iShares Core S&P U.S.…	0.1%	$36.09M	191.87K	+0.9%	▲ Add	3+
328	VOO Vanguard S&P 500 ETF	1.5%	$35.95M	52.35K	+4.0%	▲ Add	3+
329	RMOP TIDAL TRUST III	0.4%	$35.63M	1.40M	+18.5%	▲ Add	3+
330	CME CME Group Inc.	0.1%	$35.55M	160.99K	-1.1%	▼ Trim	3+
331	IRM Iron Mountain Incorporated	0.1%	$35.34M	279.80K	+0.6%	▲ Add	3+
332	SBUX Starbucks Corporation	0.1%	$35.29M	345.37K	+4.9%	▲ Add	3+
333	AFL Aflac Incorporated	0.1%	$35.14M	299.69K	+1.1%	▲ Add	3+
334	BHP BHP Group Limited	0.1%	$34.88M	418.62K	-0.3%	▼ Trim	3+
335	WM Waste Management, Inc.	0.1%	$34.77M	155.98K	-0.4%	▼ Trim	3+
336	BMI Badger Meter, Inc.	0.1%	$34.69M	233.78K	-7.1%	▼ Trim	3+
337	PFF iShares Preferred and…	0.1%	$34.37M	1.13M	-3.5%	▼ Trim	3+
338	EFV iShares MSCI EAFE Value ETF	0.1%	$34.32M	448.40K	-3.3%	▼ Trim	3+
339	JPST JPMorgan Ultra-Short Income…	0.1%	$34.26M	677.53K	-7.0%	▼ Trim	3+
340	EWY iShares MSCI South Korea ETF	0.1%	$34.14M	169.08K	+79.5%	▲ Add	3+
341	MO Altria Group, Inc.	0.1%	$34.04M	473.15K	+6.8%	▲ Add	3+
342	WT WisdomTree, Inc.	0.4%	$33.96M	352.56K	+1.2%	▲ Add	3+
343	TIP iShares TIPS Bond ETF	0.1%	$33.57M	306.75K	+1.9%	▲ Add	3+
344	SGOV iShares 0-3 Month Treasury…	0.1%	$33.22M	329.96K	+30.8%	▲ Add	3+
345	FPE First Trust Preferred…	0.1%	$33.19M	1.86M	+0.2%	▲ Add	3+
346	BGIG ETF SER SOLUTIONS	0.1%	$33.12M	922.93K	+6.9%	▲ Add	3+
347	ECL Ecolab Inc.	0.1%	$33.03M	118.56K	+9.8%	▲ Add	3+
348	PAVE Global X - U.S.…	0.1%	$33.01M	560.24K	+4.7%	▲ Add	3+
349	TGT Target Corporation	0.1%	$33.01M	252.72K	+45.6%	▲ Add	3+
350	IGSB iShares 1-5 Year Investment…	0.1%	$32.98M	629.25K	+2.7%	▲ Add	3+
351	CALF Pacer US Small Cap Cash…	0.1%	$32.96M	651.24K	-2.3%	▼ Trim	3+
352	BRK-B Berkshire Hathaway Inc.	0.5%	$32.81M	65.57K	+5.3%	▲ Add	3+
353	MRK Merck & Co., Inc.	0.4%	$32.52M	253.07K	+5.5%	▲ Add	3+
354	NI NiSource Inc	0.1%	$32.44M	682.13K	+2.8%	▲ Add	3+
355	VV Vanguard Morningstar…	0.1%	$32.26M	93.81K	+1.5%	▲ Add	3+
356	MD Pediatrix Medical Group…	0.1%	$32.24M	1.27M	+75.5%	▲ Add	3+
357	CSCO Cisco Systems, Inc.	0.4%	$32.20M	274.13K	-0.3%	▼ Trim	3+
358	VIS Vanguard Industrials ETF	0.1%	$32.19M	89.32K	-2.6%	▼ Trim	3+
359	ATR AptarGroup, Inc.	0.1%	$31.91M	254.88K	+3.2%	▲ Add	3+
360	PRU Prudential Financial, Inc.	0.1%	$31.91M	295.62K	+7.8%	▲ Add	3+
361	KMI Kinder Morgan, Inc.	0.1%	$31.83M	995.56K	+2.5%	▲ Add	3+
362	AIQ Global X - Artificial…	0.1%	$31.78M	484.33K	+12.4%	▲ Add	3+
363	NOBL ProShares - S&P 500…	0.1%	$31.72M	564.83K	+0.6% ✂	▲ Add	3+
364	SDY State Street SPDR S&P…	0.1%	$31.62M	207.75K	-3.5%	▼ Trim	3+
365	VFH Vanguard Financials ETF	0.0%	$31.59M	240.02K	-1.0%	▼ Trim	3+
366	DIA State Street SPDR Dow Jones…	0.1%	$31.54M	60.38K	+4.2%	▲ Add	3+
367	DSI iShares ESG MSCI KLD 400 ETF	0.1%	$31.42M	220.67K	+0.6%	▲ Add	3+
368	IONQ IonQ, Inc.	0.0%	$31.34M	588.39K	+7.4%	▲ Add	3+
369	DOCN DigitalOcean Holdings, Inc.	0.1%	$31.29M	199.26K	-28.0%	▼ Trim	3+
370	RH Rh	0.1%	$31.29M	189.94K	+20.0%	▲ Add	3+
371	FCFS FirstCash Holdings, Inc	0.1%	$31.27M	144.54K	-31.0%	▼ Trim	3+
372	JNJ Johnson & Johnson	0.4%	$30.97M	121.95K	+7.8%	▲ Add	3+
373	VTWO Vanguard Russell 2000 ETF	0.0%	$30.96M	254.95K	+27.8%	▲ Add	3+
374	MBB iShares MBS ETF	0.0%	$30.80M	325.90K	+1.1%	▲ Add	3+
375	SNX TD Synnex Corp	0.0%	$30.49M	114.04K	-4.8%	▼ Trim	3+
376	OKE ONEOK, Inc.	0.1%	$30.47M	350.43K	+15.4%	▲ Add	3+
377	MODL VICTORY PORTFOLIOS II	0.0%	$30.38M	595.96K	-0.4%	▼ Trim	3+
378	CLSE TRUST FOR PROFESSIONAL MANAG	0.0%	$30.35M	889.01K	+65.0%	▲ Add	3+
379	NVDA NVIDIA Corporation	2.8%	$30.27M	151.26K	+2.6%	▲ Add	3+
380	FV First Trust Dorsey Wright…	0.0%	$30.04M	395.93K	-4.7%	▼ Trim	3+
381	LRN Stride, Inc.	0.0%	$29.81M	345.70K	-8.9%	▼ Trim	3+
382	DFAI Dimensional - International…	0.0%	$29.75M	721.19K	+2.5%	▲ Add	3+
383	SUB iShares Short-Term National…	0.1%	$29.51M	277.18K	+0.9%	▲ Add	3+
384	IJK iShares S&P Mid-Cap 400…	0.1%	$29.38M	250.05K	-0.9%	▼ Trim	3+
385	LQD iShares iBoxx $ Investment…	0.1%	$29.34M	269.04K	+0.6%	▲ Add	3+
386	ACN Accenture plc	0.0%	$29.28M	235.28K	+18.5%	▲ Add	3+
387	BKLN Invesco Senior Loan ETF	0.1%	$29.24M	1.44M	+10.2%	▲ Add	3+
388	EMR Emerson Electric Co.	0.3%	$28.84M	201.45K	-5.1%	▼ Trim	3+
389	OGS ONE Gas, Inc.	0.0%	$28.81M	373.77K	+0.4%	▲ Add	3+
390	IJJ iShares S&P Mid-Cap 400…	0.0%	$28.78M	194.82K	-3.7%	▼ Trim	3+
391	WDAY Workday, Inc.	0.0%	$28.74M	234.73K	+16.0%	▲ Add	3+
392	ROKU Roku, Inc.	0.0%	$28.66M	207.45K	-42.0%	▼ Trim	3+
393	IWS iShares Russell Mid-Cap…	0.0%	$28.58M	173.61K	-1.6%	▼ Trim	3+
394	VHT Vanguard Health Care ETF	0.0%	$28.57M	95.54K	-1.8%	▼ Trim	3+
395	VT Vanguard Total World Stock…	0.3%	$28.39M	180.91K	+12.5%	▲ Add	3+
396	EWY iShares MSCI South Korea ETF	0.1%	$28.27M	140.03K	+79.5%	▲ Add	3+
397	FCX Freeport-McMoRan Inc.	0.0%	$28.23M	448.81K	+3.3%	▲ Add	3+
398	VGLT Vanguard Long-Term Treasury…	0.0%	$27.98M	507.07K	+1.3%	▲ Add	3+
399	AZN AstraZeneca PLC	0.1%	$27.97M	147.48K	-1.2%	▼ Trim	3+
400	EMLP First Trust North American…	0.1%	$27.95M	642.52K	+13.9%	▲ Add	3+
401	AVEM Avantis Emerging Markets…	0.0%	$27.88M	288.95K	+3.8%	▲ Add	3+
402	AMX América Móvil, S.A.B. de…	0.0%	$27.87M	1.07M	+0.5%	▲ Add	3+
403	BA The Boeing Company	0.2%	$27.70M	127.95K	+5.3%	▲ Add	3+
404	BSX Boston Scientific…	0.0%	$27.54M	645.26K	+1.3%	▲ Add	3+
405	ARES Ares Management Corporation	0.0%	$27.51M	247.18K	-6.0%	▼ Trim	3+
406	AMLP Alerian MLP ETF	0.0%	$27.43M	529.09K	+2.9%	▲ Add	3+
407	EVSD Eaton Vance Short Duration…	0.0%	$27.39M	538.67K	+59.5%	▲ Add	2
408	JAVA JPMorgan Active Value ETF	0.0%	$27.39M	344.90K	+0.9%	▲ Add	3+
409	IWV iShares Russell 3000 ETF	0.0%	$27.23M	63.85K	-1.4%	▼ Trim	3+
410	DSTL ETF SER SOLUTIONS	0.0%	$27.22M	454.40K	+0.8%	▲ Add	3+
411	SPG Simon Property Group, Inc.	0.0%	$27.19M	121.59K	+2.7%	▲ Add	3+
412	SPAB State Street SPDR Portfolio…	0.0%	$27.11M	1.06M	+3.1%	▲ Add	3+
413	PGR The Progressive Corporation	0.1%	$27.07M	123.91K	+30.9%	▲ Add	3+
414	IBB iShares Biotechnology ETF	0.0%	$27.06M	142.29K	+6.9%	▲ Add	3+
415	CHRW C.H. Robinson Worldwide…	0.0%	$26.88M	142.75K	-16.9%	▼ Trim	3+
416	AAON AAON, Inc.	0.0%	$26.88M	211.90K	-1.6%	▼ Trim	3+
417	VFLO VictoryShares Free Cash…	0.0%	$26.82M	586.24K	+11.2%	▲ Add	3+
418	CARR Carrier Global Corporation	0.1%	$26.54M	361.81K	-0.6%	▼ Trim	3+
419	OWL Blue Owl Capital Inc.	0.1%	$26.43M	2.43M	+9.4%	▲ Add	3+
420	MLI Mueller Industries, Inc.	0.0%	$26.41M	214.87K	-5.9%	▼ Trim	3+
421	DUK Duke Energy Corporation	0.1%	$26.40M	208.60K	+4.8%	▲ Add	3+
422	HD The Home Depot, Inc.	0.6%	$26.23M	74.38K	+4.8%	▲ Add	3+
423	GOVT iShares U.S. Treasury Bond…	0.0%	$26.15M	1.15M	+4.4%	▲ Add	3+
424	VO Vanguard Morningstar…	0.4%	$26.10M	323.90K	+4.5% ✂	▲ Add	3+
425	IJS iShares S&P Small-Cap 600…	0.0%	$26.07M	190.72K	-1.3%	▼ Trim	3+
426	BINC iShares Flexible Income…	0.0%	$26.00M	496.75K	+2.2%	▲ Add	3+
427	EOG EOG Resources, Inc.	0.0%	$25.99M	200.34K	-20.4%	▼ Trim	3+
428	OEF iShares S&P 100 ETF	0.0%	$25.90M	70.78K	-15.2%	▼ Trim	3+
429	CGDV Capital Group Dividend…	0.1%	$25.83M	524.19K	-3.3%	▼ Trim	3+
430	SHW The Sherwin-Williams Company	0.0%	$25.69M	74.61K	-22.0%	▼ Trim	3+
431	TDY Teledyne Technologies…	0.1%	$25.68M	38.51K	-5.5%	▼ Trim	3+
432	HEDG SERIES PORTFOLIOS TR	0.0%	$25.66M	855.18K	+20.6%	▲ Add	3+
433	PI Impinj, Inc.	0.0%	$25.65M	179.06K	+2.1%	▲ Add	3+
434	PEG Public Service Enterprise…	0.0%	$25.62M	315.62K	+12.9%	▲ Add	3+
435	SNDK Sandisk Corporation	0.0%	$25.55M	11.24K	+200.9%	▲ Add	3+
436	JMST JPMorgan Ultra-Short…	0.0%	$25.51M	500.24K	+52.5%	▲ Add	3+
437	FVD First Trust Value Line…	0.0%	$25.42M	527.60K	-1.8%	▼ Trim	3+
438	MIR Mirion Technologies, Inc.	0.0%	$25.37M	1.41M	+5.3%	▲ Add	3+
439	BDX Becton, Dickinson and…	0.0%	$25.35M	167.50K	-5.0%	▼ Trim	3+
440	CWST Casella Waste Systems, Inc.	0.0%	$25.35M	261.40K	+4.3%	▲ Add	3+
441	BND Vanguard Total Bond Market…	0.0%	$25.23M	343.74K	+1.8%	▲ Add	3+
442	IDXX IDEXX Laboratories, Inc.	0.0%	$25.18M	47.82K	-1.7%	▼ Trim	3+
443	SYK Stryker Corporation	0.0%	$25.16M	79.91K	+7.7%	▲ Add	3+
444	ACAD ACADIA Pharmaceuticals Inc.	0.0%	$25.07M	991.00K	-1.2%	▼ Trim	3+
445	FBNC First Bancorp	0.0%	$25.06M	390.82K	+23.5%	▲ Add	3+
446	SCHW The Charles Schwab…	0.0%	$25.05M	271.43K	-8.6%	▼ Trim	3+
447	VLO Valero Energy Corporation	0.0%	$24.89M	95.58K	-3.0%	▼ Trim	3+
448	BMRN BioMarin Pharmaceutical Inc.	0.0%	$24.80M	433.38K	+16.4%	▲ Add	3+
449	GLTR abrdn Physical Precious…	0.1%	$24.79M	136.86K	+25.2%	▲ Add	3+
450	QSR Restaurant Brands…	0.0%	$24.78M	341.78K	+3.3%	▲ Add	3+
451	SPMD State Street SPDR Portfolio…	0.0%	$24.71M	365.69K	-1.5%	▼ Trim	3+
452	MSFT Microsoft Corporation	2.2%	$24.69M	66.19K	-2.5%	▼ Trim	3+
453	IWP iShares Russell Mid-Cap…	0.1%	$24.68M	168.56K	-0.8%	▼ Trim	3+
454	PULS PGIM Ultra Short Bond ETF	0.0%	$24.65M	497.42K	+39.6%	▲ Add	3+
455	FRT Federal Realty Investment…	0.0%	$24.62M	199.48K	+4.7%	▲ Add	3+
456	JLL Jones Lang LaSalle…	0.0%	$24.61M	79.41K	+49.5%	▲ Add	3+
457	ALLW SSGA ACTIVE TR	0.0%	$24.61M	840.64K	+15.3%	▲ Add	3+
458	AAPL Apple Inc.	3.1%	$24.52M	84.74K	+5.9%	▲ Add	3+
459	BJ BJ's Wholesale Club…	0.0%	$24.50M	280.89K	-52.4%	▼ Trim	3+
460	UPS United Parcel Service, Inc.	0.0%	$24.49M	227.84K	+11.6%	▲ Add	3+
461	PTCT PTC Therapeutics, Inc.	0.0%	$24.47M	300.03K	-21.4%	▼ Trim	3+
462	SLB Slb N.V.	0.1%	$24.46M	526.12K	-11.8%	▼ Trim	3+
463	HDV iShares Core High Dividend…	0.0%	$24.41M	890.54K	-11.4% ✂	▼ Trim	3+
464	NDSN Nordson Corporation	0.0%	$24.37M	80.56K	-1.1%	▼ Trim	3+
465	CSX CSX Corporation	0.0%	$24.34M	511.99K	+1.1%	▲ Add	3+
466	CB Chubb Limited	0.1%	$24.33M	71.34K	+3.9%	▲ Add	3+
467	IUSV iShares Core S&P U.S. Value…	0.0%	$24.33M	220.91K	+2.1%	▲ Add	3+
468	PRMB Primo Brands Corporation	0.0%	$24.26M	992.63K	+207.8%	▲ Add	3+
469	IWF iShares Russell 1000 Growth…	0.9%	$24.22M	195.04K	+1.4% ✂	▲ Add	3+
470	VMBS Vanguard Mortgage-Backed…	0.1%	$24.18M	516.66K	-2.9%	▼ Trim	3+
471	SGOV iShares 0-3 Month Treasury…	0.1%	$24.18M	240.14K	+30.8%	▲ Add	3+
472	VDC Vanguard Consumer Staples…	0.0%	$24.07M	106.74K	-1.0%	▼ Trim	3+
473	SHV iShares Trust iShares 0-1…	0.1%	$23.99M	217.38K	+6.1%	▲ Add	3+
474	DAL Delta Air Lines, Inc.	0.0%	$23.91M	255.33K	-59.2%	▼ Trim	3+
475	VYM Vanguard High Dividend…	0.0%	$23.84M	150.83K	+8.8%	▲ Add	3+
476	TLH iShares 10-20 Year Treasury…	0.0%	$23.74M	236.59K	+33.8%	▲ Add	3+
477	DOV Dover Corporation	0.0%	$23.74M	105.83K	-0.9%	▼ Trim	3+
478	MYRG MYR Group Inc.	0.0%	$23.69M	47.34K	+6890.6%	▲ Add	3+
479	PDP INVESCO EXCHANGE TRADED FD T	0.0%	$23.57M	155.36K	-0.5%	▼ Trim	3+
480	NOC Northrop Grumman Corporation	0.0%	$23.48M	46.09K	+6.2%	▲ Add	3+
481	ACWI iShares MSCI ACWI ETF	0.1%	$23.47M	149.51K	-2.0%	▼ Trim	3+
482	VST Vistra Corp.	0.0%	$23.46M	147.87K	-0.3%	▼ Trim	3+
483	IDCC InterDigital, Inc.	0.0%	$23.38M	82.56K	+21.4%	▲ Add	3+
484	ZTS Zoetis Inc.	0.0%	$23.31M	324.43K	+30.5%	▲ Add	3+
485	GBDC Golub Capital BDC, Inc.	0.1%	$23.29M	1.81M	-0.1%	▼ Trim	3+
486	PGR The Progressive Corporation	0.1%	$23.28M	106.58K	+30.9%	▲ Add	3+
487	TCAF T. Rowe Price Capital…	0.0%	$23.26M	565.89K	-12.9%	▼ Trim	3+
488	AVUV Avantis U.S. Small Cap…	0.0%	$23.19M	185.86K	+21.2%	▲ Add	3+
489	DFIV Dimensional - International…	0.0%	$23.15M	428.63K	-19.3%	▼ Trim	3+
490	FJAN FIRST TR EXCHNG TRADED FD VI	0.0%	$23.07M	418.82K	-0.2%	▼ Trim	3+
491	MEAR ISHARES U S ETF TR	0.0%	$23.03M	457.12K	+102.2%	▲ Add	3+
492	RSMC TIDAL TRUST III	0.9%	$23.00M	795.16K	-1.0%	▼ Trim	3+
493	PEP PepsiCo, Inc.	0.2%	$22.99M	169.81K	+10.6%	▲ Add	3+
494	JQUA JPMorgan U.S. Quality…	0.0%	$22.95M	317.53K	0.0%	▼ Trim	3+
495	HEDJ WISDOMTREE TR	0.0%	$22.92M	402.12K	+2.1%	▲ Add	3+
496	ULS UL Solutions Inc.	0.0%	$22.67M	222.59K	-29.7%	▼ Trim	3+
497	SPYG State Street SPDR Portfolio…	0.0%	$22.66M	190.44K	-0.1%	▼ Trim	3+
498	IVV iShares Core S&P 500 ETF	1.4%	$22.64M	30.23K	+4.8%	▲ Add	3+
499	TMUS T-Mobile US, Inc.	0.1%	$22.56M	134.50K	+113.8%	▲ Add	3+
500	ONTO Onto Innovation Inc.	0.0%	$22.48M	59.39K	-4.1%	▼ Trim	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	194.77K	—	Mới	$43.06M	0.1%
EVTR Eaton Vance Total…	242.34K	—	Mới	$12.29M	0.0%
SPCX Space Exploration…	49.84K	—	Mới	$8.52M	0.0%
TDI	153.38K	—	Mới	$6.89M	0.0%
AIPO	147.39K	—	Mới	$4.92M	0.0%
EVSM	97.40K	—	Mới	$4.90M	0.0%
PLPC Preformed Line Products…	10.00K	—	Mới	$4.11M	0.0%
FDXF FedEx Freight Holding…	21.71K	—	Mới	$3.28M	0.0%
EVIM	57.80K	—	Mới	$3.08M	0.0%
TRAX	116.94K	—	Mới	$2.35M	0.0%
CCCC	495.82K	—	Mới	$2.32M	0.0%
FSCC	54.79K	—	Mới	$2.05M	0.0%
CBRS Cerebras Systems Inc.	8.94K	—	Mới	$1.98M	0.0%
WSE Wise Group plc Class A…	138.45K	—	Mới	$1.66M	0.0%
EVLN	34.22K	—	Mới	$1.66M	0.0%
INMU	48.09K	—	Mới	$1.17M	0.0%
BSCY	55.10K	—	Mới	$1.14M	0.0%
HGER Harbor Commodity…	32.24K	—	Mới	$945,863	0.0%
AMZU	27.50K	—	Mới	$913,552	0.0%
QUS	4.67K	—	Mới	$872,831	0.0%
SA Seabridge Gold Inc.	31.28K	—	Mới	$805,250	0.0%
SCOP	55.70K	—	Mới	$634,200	0.0%
BSCZ	25.00K	—	Mới	$511,750	0.0%
QNT Quantinuum Inc. Class A…	5.31K	—	Mới	$434,366	0.0%
CTA	13.66K	—	Mới	$354,257	0.0%
TRI Thomson Reuters…	3.90K	—	Mới	$318,865	0.0%
VTES	3.00K	—	Mới	$303,930	0.0%
NVDL GraniteShares 2x Long…	10.15K	—	Mới	$302,631	0.0%
KEEL Keel Infrastructure…	51.29K	—	Mới	$294,405	0.0%
CLOA	5.11K	—	Mới	$265,312	0.0%
MSFU	10.91K	—	Mới	$240,958	0.0%
JSI	4.22K	—	Mới	$216,311	0.0%
FCEL FuelCell Energy, Inc.	3.00K	—	Mới	$108,030	0.0%
HELP	15.00K	—	Mới	$99,150	0.0%
PSUS	2.52K	—	Mới	$94,011	0.0%
IPX	3.07K	—	Mới	$91,390	0.0%
HRZN	18.38K	—	Mới	$86,914	0.0%
PSLV Sprott Physical Silver…	4.49K	—	Mới	$84,783	0.0%
GSUS Goldman Sachs…	821	—	Mới	$84,645	0.0%
BALI	2.44K	—	Mới	$82,545	0.0%
ZAP	2.36K	—	Mới	$81,645	0.0%
DMRC	9.69K	—	Mới	$79,685	0.0%
TLTE	1.00K	—	Mới	$77,390	0.0%
UDEC	1.70K	—	Mới	$70,648	0.0%
SPPP	5.50K	—	Mới	$68,475	0.0%
PDEC	1.45K	—	Mới	$66,495	0.0%
BRUN	1.69K	—	Mới	$65,589	0.0%
EU	50.00K	—	Mới	$65,500	0.0%
TAIL	6.03K	—	Mới	$64,141	0.0%
DPG	4.00K	—	Mới	$59,360	0.0%
VGNT Versigent PLC	1.31K	—	Mới	$54,990	0.0%
BTQ	10.00K	—	Mới	$53,900	0.0%
CLIP	512	—	Mới	$51,374	0.0%
TSAT	1.00K	—	Mới	$50,620	0.0%
HOND	7.00K	—	Mới	$49,560	0.0%
VELO	2.80K	—	Mới	$49,140	0.0%
XNDU	4.00K	—	Mới	$48,440	0.0%
MX	10.00K	—	Mới	$47,300	0.0%
GCTS	15.00K	—	Mới	$44,550	0.0%
NBSM	1.50K	—	Mới	$43,036	0.0%
SIFY	2.57K	—	Mới	$42,671	0.0%
DUOT	3.50K	—	Mới	$42,000	0.0%
PWRL	2.76K	—	Mới	$40,517	0.0%
NAVN Navan, Inc.	1.61K	—	Mới	$36,866	0.0%
ESQ	300	—	Mới	$35,733	0.0%
BLLN BillionToOne, Inc.	282	—	Mới	$33,834	0.0%
LFST LifeStance Health…	3.05K	—	Mới	$32,666	0.0%
XOVR	1.50K	—	Mới	$31,575	0.0%
SCD	2.00K	—	Mới	$31,300	0.0%
UUP	1.10K	—	Mới	$31,223	0.0%
FVR	1.50K	—	Mới	$30,345	0.0%
BMOP BNY Mellon Municipal…	1.20K	—	Mới	$30,251	0.0%
ARQQ	1.00K	—	Mới	$29,720	0.0%
PHYL PGIM Active High Yield…	846	—	Mới	$29,508	0.0%
MWH	845	—	Mới	$28,772	0.0%
TPSC	576	—	Mới	$27,638	0.0%
ITIC	100	—	Mới	$27,368	0.0%
STUB StubHub Holdings, Inc.	2.00K	—	Mới	$25,740	0.0%
IGD	4.17K	—	Mới	$25,635	0.0%
REPL Replimune Group, Inc.	2.29K	—	Mới	$25,328	0.0%
AVEX	1.21K	—	Mới	$25,277	0.0%
EP-PC	500	—	Mới	$25,245	0.0%
EMF	1.00K	—	Mới	$23,220	0.0%
XE X-Energy, Inc. Class A…	1.23K	—	Mới	$22,620	0.0%
FELG Fidelity Enhanced Large…	470	—	Mới	$20,563	0.0%
DBVT	1.25K	—	Mới	$20,434	0.0%
HYFI	486	—	Mới	$18,147	0.0%
BSVO EA Bridgeway Omni…	589	—	Mới	$17,193	0.0%
KLC	4.00K	—	Mới	$17,001	0.0%
VLU	71	—	Mới	$16,913	0.0%
GRPN Groupon, Inc.	695	—	Mới	$16,722	0.0%
CTGO	1.03K	—	Mới	$16,264	0.0%
SECU	323	—	Mới	$16,105	0.0%
NASA	520	—	Mới	$15,798	0.0%
MIAX Miami International…	400	—	Mới	$14,864	0.0%
FRDM	200	—	Mới	$14,580	0.0%
OSTX	7.50K	—	Mới	$14,250	0.0%
IALT iShares Systematic…	505	—	Mới	$14,174	0.0%
BITW	375	—	Mới	$14,093	0.0%
BTC	540	—	Mới	$14,013	0.0%
NKTR Nektar Therapeutics	200	—	Mới	$13,962	0.0%
SFST	223	—	Mới	$13,625	0.0%
LMUB iShares Long-Term…	257	—	Mới	$13,168	0.0%
SMBC	172	—	Mới	$13,108	0.0%
AKTS	397	—	Mới	$12,795	0.0%
GGUS	187	—	Mới	$12,763	0.0%
IDVO	300	—	Mới	$12,600	0.0%
BWB Bridgewater Bancshares…	598	—	Mới	$12,582	0.0%
ULCC Frontier Group…	1.55K	—	Mới	$12,261	0.0%
BESS	3.00K	—	Mới	$12,210	0.0%
ALH Alliance Laundry…	437	—	Mới	$11,589	0.0%
NUHY	532	—	Mới	$11,404	0.0%
AGL Agilon Health, Inc.	106	—	Mới	$11,361	0.0%
BGSI Boyd Group Services Inc.	118	—	Mới	$11,165	0.0%
FRBA	625	—	Mới	$11,081	0.0%
DFCF Dimensional - Core…	253	—	Mới	$10,679	0.0%
OTLK	6.25K	—	Mới	$9,938	0.0%
MBWM Mercantile Bank…	160	—	Mới	$9,187	0.0%
RANI	11.54K	—	Mới	$8,779	0.0%
HGTY Hagerty, Inc.	720	—	Mới	$8,582	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
AAPL Apple Inc.	7.08M	6.68M	+5.9%	$2.05B	3.1%	●●○○○○
NVDA NVIDIA Corporation	9.26M	9.03M	+2.6%	$1.85B	2.8%	●●○○○○
AMZN Amazon.com, Inc.	6.09M	5.90M	+3.2%	$1.45B	2.2%	●●○○○○
AVGO Broadcom Inc.	3.02M	3.00M	+0.7%	$1.14B	1.7%	●●○○○○
VOO Vanguard S&P 500 ETF	1.45M	1.40M	+4.0%	$997.41M	1.5%	●●○○○○
IVV iShares Core S&P 500 ETF	1.20M	1.15M	+4.8%	$901.21M	1.4%	●●○○○○
QQQ Invesco QQQ Trust…	1.15M	1.13M	+1.8%	$847.28M	1.3%
JPM JPMorgan Chase & Co.	2.46M	2.41M	+2.1%	$805.14M	1.2%	●●○○○○
GOOG Alphabet Inc.	2.19M	2.14M	+2.3%	$774.67M	1.2%
LLY Eli Lilly and Company	559.34K	503.73K	+11.0%	$670.89M	1.0%	●●○○○○
META Meta Platforms, Inc.	1.07M	1.05M	+1.2%	$601.42M	0.9%	●●○○○○
IWF iShares Russell 1000…	4.61M	1.14M	+1.4% ✂	$572.80M	0.9%	●●○○○○
GEV GE Vernova Inc.	420.59K	382.87K	+9.8%	$494.17M	0.8%	●●○○○○
V Visa Inc.	1.39M	1.36M	+2.8%	$478.25M	0.7%
TSM Taiwan Semiconductor…	960.27K	946.31K	+1.5%	$458.93M	0.7%	●●○○○○
VTI Vanguard Morningstar…	1.15M	1.10M	+4.3%	$425.67M	0.7%	●●○○○○
COST Costco Wholesale…	432.65K	424.49K	+1.9%	$404.73M	0.6%	●●○○○○
MU Micron Technology, Inc.	360.84K	318.24K	+13.4%	$416.51M	0.6%
GLD SPDR Gold Shares	952.13K	926.83K	+2.7%	$350.75M	0.5%
HD The Home Depot, Inc.	1.03M	985.01K	+4.8%	$364.06M	0.6%	●●○○○○
RSP Invesco S&P 500 Equal…	1.66M	1.60M	+3.5%	$352.31M	0.5%	●●○○○○
VEA Vanguard FTSE Developed…	4.87M	4.76M	+2.3%	$347.10M	0.5%	●●○○○○
XONA.DE Exxon Mobil Corporation	2.05M	2.04M	+0.2%	$279.83M	0.4%	●●○○○○
EFA iShares MSCI EAFE ETF	3.22M	3.09M	+4.2%	$334.39M	0.5%	●●○○○○
VTV Vanguard Morningstar…	1.48M	1.45M	+2.0%	$323.22M	0.5%	●●○○○○
CVX Chevron Corporation	1.57M	1.56M	+1.0%	$260.58M	0.4%	●●○○○○
CAT Caterpillar Inc.	298.64K	294.18K	+1.5%	$318.02M	0.5%
AMAT Applied Materials, Inc.	439.46K	436.40K	+0.7%	$317.73M	0.5%
IEFA iShares Core MSCI EAFE…	3.14M	2.88M	+9.2%	$303.36M	0.5%	●●○○○○
BRK-B Berkshire Hathaway Inc.	604.07K	573.75K	+5.3%	$302.27M	0.5%	●●○○○○
JNJ Johnson & Johnson	1.14M	1.05M	+7.8%	$288.93M	0.4%	●●○○○○
IJH iShares Core S&P…	3.70M	3.11M	+18.8%	$285.35M	0.4%	●●○○○○
WT WisdomTree, Inc.	4.39M	4.33M	+1.2%	$284.26M	0.4%	●●○○○○
IJR iShares Core S&P…	1.89M	1.77M	+7.2%	$280.79M	0.4%	●●○○○○
RMOP	10.95M	9.24M	+18.5%	$279.65M	0.4%	●●○○○○
SOXX iShares Semiconductor…	433.70K	407.18K	+6.5%	$277.90M	0.4%	●●○○○○
VO Vanguard Morningstar…	3.34M	798.72K	+4.5% ✂	$269.00M	0.4%	●●○○○○
UBER Uber Technologies, Inc.	3.70M	3.58M	+3.5%	$267.20M	0.4%	●●○○○○
KO The Coca-Cola Company	3.10M	2.95M	+5.1%	$251.66M	0.4%	●●○○○○
ABBV AbbVie Inc.	980.80K	911.99K	+7.5%	$246.81M	0.4%	●●○○○○
ANET Arista Networks, Inc.	1.43M	1.39M	+2.8%	$243.65M	0.4%	●●○○○○
NEE NextEra Energy, Inc.	2.62M	2.56M	+2.5%	$230.29M	0.4%	●●○○○○
MRK Merck & Co., Inc.	1.85M	1.75M	+5.5%	$237.52M	0.4%	●●○○○○
MCD McDonald's Corporation	793.44K	760.72K	+4.3%	$214.48M	0.3%	●●○○○○
IWM iShares Russell 2000 ETF	781.61K	770.77K	+1.4%	$234.84M	0.4%	●●○○○○
BLK BlackRock, Inc.	235.61K	224.84K	+4.8%	$226.55M	0.3%	●●○○○○
LIN Linde plc	432.49K	415.79K	+4.0%	$224.44M	0.3%	●●○○○○
ASML ASML Holding N.V.	106.64K	96.48K	+10.5%	$212.17M	0.3%	●●○○○○
GS The Goldman Sachs…	206.15K	189.35K	+8.9%	$208.50M	0.3%	●●○○○○
TSLA Tesla, Inc.	495.62K	469.36K	+5.6%	$208.46M	0.3%	●●○○○○
WMT Walmart Inc.	1.75M	1.65M	+5.8%	$197.68M	0.3%
VIG Vanguard Dividend…	840.86K	824.49K	+2.0%	$198.97M	0.3%
IEMG iShares Core MSCI…	2.38M	1.87M	+27.5%	$197.50M	0.3%	●●○○○○
PG The Procter & Gamble…	1.28M	1.20M	+7.1%	$187.84M	0.3%	●●○○○○
IBM International Business…	629.14K	618.90K	+1.6%	$176.92M	0.3%	●●○○○○
VT Vanguard Total World…	1.13M	1.00M	+12.5%	$176.74M	0.3%
ADI Analog Devices, Inc.	440.24K	434.33K	+1.4%	$174.85M	0.3%	●●○○○○
T AT&T Inc.	6.14M	5.98M	+2.6%	$127.05M	0.2%	●●○○○○
UNP Union Pacific…	618.73K	581.24K	+6.5%	$168.29M	0.3%	●●○○○○
PLTR Palantir Technologies…	1.39M	1.13M	+22.9%	$162.12M	0.2%	●●○○○○
TEL TE Connectivity plc	767.55K	757.16K	+1.4%	$154.75M	0.2%
CDNS Cadence Design Systems…	414.55K	410.90K	+0.9%	$155.59M	0.2%	●●○○○○
VZ Verizon Communications…	3.02M	2.91M	+3.8%	$127.87M	0.2%	●●○○○○
NFLX Netflix, Inc.	1.71M	1.52M	+12.6%	$121.91M	0.2%	●●○○○○
VB Vanguard Morningstar…	478.32K	459.42K	+4.1%	$144.99M	0.2%	●●○○○○
BIL State Street SPDR…	1.57M	1.51M	+4.0%	$143.61M	0.2%
BX Blackstone Inc.	1.12M	1.08M	+4.1%	$132.27M	0.2%	●●○○○○
VXUS Vanguard Total…	1.53M	1.51M	+1.6%	$130.92M	0.2%	●●○○○○
ETN Eaton Corporation plc	306.09K	286.07K	+7.0%	$130.43M	0.2%	●●○○○○
PLD Prologis, Inc.	940.94K	886.46K	+6.2%	$127.47M	0.2%
EQIX Equinix, Inc.	120.45K	119.13K	+1.1%	$125.56M	0.2%	●●○○○○
RTX RTX Corporation	652.27K	642.58K	+1.5%	$123.76M	0.2%	●●○○○○
APH Amphenol Corporation	702.82K	646.86K	+8.7%	$123.92M	0.2%	●●○○○○
IVW iShares S&P 500 Growth…	900.49K	885.45K	+1.7%	$123.84M	0.2%	●●○○○○
LNG Cheniere Energy, Inc.	505.43K	328.65K	+53.8%	$120.80M	0.2%	●●○○○○
SNOW Snowflake Inc.	459.41K	422.86K	+8.6%	$116.92M	0.2%	●●○○○○
VBK Vanguard Morningstar…	319.27K	317.70K	+0.5%	$116.76M	0.2%
PEP PepsiCo, Inc.	826.69K	747.63K	+10.6%	$111.93M	0.2%	●●○○○○
DLR Digital Realty Trust…	646.35K	641.67K	+0.7%	$116.07M	0.2%	●●○○○○
KLAC KLA Corporation	384.27K	33.61K	+14.3% ✂	$115.94M	0.2%
FITB Fifth Third Bancorp	2.04M	1.74M	+17.0%	$115.07M	0.2%
GLW Corning Inc	449.93K	438.81K	+2.5%	$114.93M	0.2%	●●○○○○
VBR Vanguard Morningstar…	468.41K	464.27K	+0.9%	$113.82M	0.2%
LRCX Lam Research Corporation	262.63K	217.74K	+20.6%	$113.81M	0.2%
EQT EQT Corporation	2.05M	1.76M	+16.6%	$108.85M	0.2%	●●○○○○
BA The Boeing Company	535.18K	507.99K	+5.3%	$110.92M	0.2%	●●○○○○
URI United Rentals, Inc.	97.66K	95.17K	+2.6%	$110.64M	0.2%
MGK Vanguard Morningstar…	1.22M	239.28K	+2.1% ✂	$107.37M	0.2%
TXN Texas Instruments…	357.18K	343.20K	+4.1%	$106.46M	0.2%
VRT Vertiv Holdings Co	317.27K	302.51K	+4.9%	$106.23M	0.2%	●●○○○○
IWR iShares Russell Mid-Cap…	961.06K	949.59K	+1.2%	$106.02M	0.2%	●●○○○○
XLF State Street Financial…	1.97M	1.92M	+2.7%	$105.54M	0.2%	●●○○○○
IVE iShares S&P 500 Value…	451.03K	426.43K	+5.8%	$102.41M	0.2%	●●○○○○
VOT Vanguard Morningstar…	328.80K	328.15K	+0.2%	$100.71M	0.2%
XLV State Street Health…	618.59K	584.92K	+5.8%	$98.15M	0.1%	●●○○○○
VONG Vanguard Russell 1000…	764.32K	716.08K	+6.7%	$97.69M	0.1%	●●○○○○
DELL Dell Technologies Inc.	226.30K	191.43K	+18.2%	$97.64M	0.1%
KMI Kinder Morgan, Inc.	2.95M	2.88M	+2.5%	$94.40M	0.1%	●●○○○○
SRE Sempra	1.03M	536.08K	+91.7%	$95.29M	0.1%	●●○○○○
CB Chubb Limited	279.34K	268.87K	+3.9%	$95.21M	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	207.73K	204.35K	+1.6%	$82.61M	0.1%
SPOT Spotify Technology S.A.	199.34K	158.22K	+26.0%	$91.53M	0.1%	●●○○○○
CEG Constellation Energy…	365.69K	308.90K	+18.4%	$90.83M	0.1%	●●○○○○
ITOT iShares Core S&P Total…	546.56K	514.61K	+6.2%	$89.78M	0.1%	●●○○○○
MS Morgan Stanley	427.63K	395.07K	+8.2%	$89.39M	0.1%
PWR Quanta Services, Inc.	123.32K	108.65K	+13.5%	$88.80M	0.1%	●●○○○○
NOW ServiceNow, Inc.	888.88K	468.86K	+89.6%	$88.25M	0.1%
BIV Vanguard…	1.15M	1.09M	+5.6%	$88.05M	0.1%	●●○○○○
DVY iShares Select Dividend…	562.23K	551.38K	+2.0%	$87.88M	0.1%	●●○○○○
EPD Enterprise Products…	2.38M	2.14M	+10.8%	$87.32M	0.1%	●●○○○○
WMB The Williams Companies…	1.15M	1.08M	+6.0%	$85.36M	0.1%
RY Royal Bank of Canada	410.23K	404.03K	+1.5%	$84.91M	0.1%	●●○○○○
JCI Johnson Controls…	575.00K	560.21K	+2.6%	$84.01M	0.1%	●●○○○○
EEM iShares MSCI Emerging…	1.21M	1.12M	+7.7%	$82.45M	0.1%	●●○○○○
BOXX	695.00K	601.39K	+15.6%	$81.38M	0.1%
MGV Vanguard Morningstar…	486.18K	484.20K	+0.4%	$79.47M	0.1%	●●○○○○
SPDW State Street SPDR…	1.51M	1.46M	+3.5%	$75.99M	0.1%
DE Deere & Company	119.51K	104.74K	+14.1%	$75.81M	0.1%	●●○○○○
ORLY O'Reilly Automotive…	821.77K	811.16K	+1.3%	$75.68M	0.1%	●●○○○○
EWY iShares MSCI South…	374.02K	208.32K	+79.5%	$75.51M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
SPY State Street SPDR S&P…	2.83M	2.95M	-4.0%	$2.11B	3.2%
GOOGL Alphabet Inc.	4.25M	4.30M	-1.0%	$1.52B	2.3%
MSFT Microsoft Corporation	3.93M	4.03M	-2.5%	$1.47B	2.2%
RGEF	19.04M	19.36M	-1.6%	$666.24M	1.0%	●●○○○○
RSMC	21.36M	21.58M	-1.0%	$617.61M	0.9%
AMD Advanced Micro Devices…	804.66K	878.04K	-8.4%	$467.44M	0.7%
CRWD CrowdStrike Holdings…	517.58K	566.53K	-8.6%	$394.98M	0.6%
IWD iShares Russell 1000…	1.53M	1.54M	-0.3%	$372.03M	0.6%
XLK State Street Technology…	1.91M	1.99M	-3.8%	$364.14M	0.6%
PANW Palo Alto Networks, Inc.	983.08K	1.01M	-2.8%	$335.25M	0.5%
VUG Vanguard Morningstar…	3.68M	614.60K	-0.3% ✂	$316.66M	0.5%
VGT Vanguard Information…	2.38M	299.68K	-0.9% ✂	$284.02M	0.4%
CSCO Cisco Systems, Inc.	2.30M	2.31M	-0.3%	$269.88M	0.4%	●●○○○○
SHEL Shell plc	2.77M	2.82M	-1.7%	$214.76M	0.3%
AMGN Amgen Inc.	636.12K	643.94K	-1.2%	$230.35M	0.4%
TJX The TJX Companies, Inc.	1.40M	1.40M	-0.4%	$211.72M	0.3%
TMO Thermo Fisher…	426.02K	427.33K	-0.3%	$213.60M	0.3%
GE GE Aerospace	526.44K	531.09K	-0.9%	$196.75M	0.3%
PH Parker-Hannifin…	194.81K	201.99K	-3.5%	$190.55M	0.3%
VWO Vanguard FTSE Emerging…	3.12M	3.13M	-0.4%	$186.29M	0.3%	●●○○○○
LHX L3Harris Technologies…	533.10K	539.21K	-1.1%	$154.91M	0.2%
SMH VanEck Semiconductor ETF	283.48K	303.53K	-6.6%	$185.93M	0.3%	●●○○○○
VEU Vanguard FTSE All-World…	2.13M	2.13M	-0.3%	$178.03M	0.3%
CRM Salesforce, Inc.	440.04K	944.76K	-53.4%	$68.94M	0.1%
IAU iShares Gold Trust	1.92M	1.97M	-2.7%	$144.66M	0.2%	●●○○○○
EMR Emerson Electric Co.	1.17M	1.23M	-5.1%	$167.10M	0.3%
ABT Abbott Laboratories	1.15M	1.53M	-24.7%	$104.79M	0.2%
TTE TotalEnergies SE	1.43M	1.47M	-2.5%	$112.02M	0.2%
AER AerCap Holdings N.V.	813.94K	838.38K	-2.9%	$118.66M	0.2%	●●○○○○
AXP American Express Company	344.66K	347.37K	-0.8%	$116.58M	0.2%	●●○○○○
TLT iShares 20+ Year…	1.13M	1.25M	-9.8%	$97.68M	0.1%	●●○○○○
C Citigroup Inc.	762.37K	825.71K	-7.7%	$106.70M	0.2%	●●○○○○
UNH UnitedHealth Group…	245.80K	353.32K	-30.4%	$102.16M	0.2%
ORCL Oracle Corporation	650.31K	679.25K	-4.3%	$95.30M	0.1%
ET Energy Transfer LP	4.94M	5.14M	-4.0%	$94.27M	0.1%
JEPI JPMorgan Equity Premium…	1.70M	1.71M	-1.0%	$95.75M	0.1%	●●○○○○
MA Mastercard Incorporated	188.46K	189.50K	-0.6%	$96.79M	0.1%
FANG Diamondback Energy, Inc.	444.14K	476.12K	-6.7%	$78.07M	0.1%	●●○○○○
AZN AstraZeneca PLC	467.62K	473.39K	-1.2%	$88.58M	0.1%
HON Honeywell International…	200.28K	401.56K	-0.2% ✂	$44.84M	0.1%
BAC Bank of America…	1.59M	1.85M	-14.2%	$90.66M	0.1%	●●○○○○
XLI State Street Industrial…	477.54K	488.46K	-2.2%	$88.45M	0.1%	●●○○○○
XLE State Street Energy…	1.35M	1.44M	-6.2%	$71.58M	0.1%	●●○○○○
POWL Powell Industries, Inc.	297.52K	99.92K	-0.8% ✂	$85.20M	0.1%	●●○○○○
BABA Alibaba Group Holding…	640.80K	664.66K	-3.6%	$62.06M	0.1%
QUAL iShares MSCI USA…	370.96K	401.44K	-7.6%	$81.40M	0.1%
VOE Vanguard Morningstar…	397.70K	399.18K	-0.4%	$78.59M	0.1%	●●○○○○
RDVY First Trust Rising…	967.54K	967.62K	0.0%	$78.43M	0.1%
AZO AutoZone, Inc.	22.97K	22.98K	-0.1%	$73.41M	0.1%
DIS The Walt Disney Company	656.05K	804.00K	-18.4%	$63.24M	0.1%
RGA Reinsurance Group of…	362.90K	369.65K	-1.8%	$77.17M	0.1%	●●○○○○
MUB iShares National Muni…	694.50K	706.54K	-1.7%	$74.74M	0.1%
VRTX Vertex Pharmaceuticals…	149.48K	149.66K	-0.1%	$74.25M	0.1%
MDT Medtronic plc	830.92K	844.23K	-1.6%	$65.00M	0.1%
GDX VanEck Gold Miners ETF	781.71K	789.03K	-0.9%	$58.98M	0.1%	●●○○○○
SHOP Shopify Inc.	471.20K	574.41K	-18.0%	$53.80M	0.1%	●●○○○○
DHR Danaher Corporation	330.00K	355.78K	-7.2%	$62.87M	0.1%
IEF iShares 7-10 Year…	687.51K	704.63K	-2.4%	$65.02M	0.1%	●●○○○○
SNEX StoneX Group Inc.	478.89K	809.99K	-40.9%	$56.75M	0.1%	●●○○○○
CGGR Capital Group Growth ETF	1.32M	1.39M	-4.7%	$62.53M	0.1%
WFC Wells Fargo & Company	753.60K	765.27K	-1.5%	$62.28M	0.1%
COP ConocoPhillips	407.41K	467.89K	-12.9%	$42.35M	0.1%
RACE Ferrari N.V.	165.53K	171.14K	-3.3%	$61.63M	0.1%
MPC Marathon Petroleum…	230.88K	250.29K	-7.8%	$59.03M	0.1%	●●○○○○
AVLV Avantis U.S. Large Cap…	667.15K	683.78K	-2.4%	$60.85M	0.1%	●●○○○○
BJ BJ's Wholesale Club…	291.46K	611.63K	-52.4%	$25.42M	0.0%
KEYS Keysight Technologies…	169.25K	172.19K	-1.7%	$59.25M	0.1%
XLY State Street Consumer…	504.53K	528.46K	-4.5%	$59.17M	0.1%
EVR Evercore Inc.	170.14K	173.13K	-1.7%	$58.09M	0.1%	●●○○○○
ALL The Allstate Corporation	231.77K	236.13K	-1.9%	$55.35M	0.1%	●●○○○○
IWB iShares Russell 1000 ETF	134.40K	138.44K	-2.9%	$55.04M	0.1%	●●○○○○
COWZ Pacer US Cash Cows 100…	826.55K	877.39K	-5.8%	$51.41M	0.1%
VONV Vanguard Russell 1000…	512.52K	550.37K	-6.9%	$54.49M	0.1%
KT KT Corporation	2.45M	2.50M	-1.7%	$42.41M	0.1%
MELI MercadoLibre, Inc.	12.76K	30.83K	-58.6%	$21.66M	0.0%
APO Apollo Global…	448.21K	459.99K	-2.6%	$53.03M	0.1%
ADP Automatic Data…	236.74K	251.24K	-5.8%	$53.02M	0.1%	●●○○○○
IWO iShares Russell 2000…	133.78K	136.42K	-1.9%	$52.70M	0.1%
QCOM QUALCOMM Incorporated	283.92K	319.89K	-11.2%	$52.47M	0.1%
ITA iShares U.S. Aerospace…	214.40K	229.99K	-6.8%	$51.98M	0.1%
HLN Haleon plc	122.40K	5.10M	-97.6%	$1.14M	0.0%	●●○○○○
SCHF Schwab International…	1.84M	1.85M	-0.6%	$50.86M	0.1%
ESE ESCO Technologies Inc.	115.25K	179.99K	-36.0%	$40.34M	0.1%
SDVY First Trust SMID Cap…	1.16M	1.28M	-9.2%	$50.23M	0.1%
SLB Slb N.V.	857.45K	971.96K	-11.8%	$40.06M	0.1%	●●○○○○
CIBR First Trust Nasdaq…	555.09K	562.51K	-1.3%	$49.87M	0.1%	●●○○○○
CME CME Group Inc.	165.20K	167.01K	-1.1%	$36.48M	0.1%
WM Waste Management, Inc.	212.95K	213.86K	-0.4%	$47.46M	0.1%	●●○○○○
IQLT iShares MSCI Intl…	974.94K	994.36K	-1.9%	$48.31M	0.1%
XLC State Street…	412.17K	431.29K	-4.4%	$44.16M	0.1%	●●○○○○
CARR Carrier Global…	642.34K	646.10K	-0.6%	$47.12M	0.1%
JAZZ Jazz Pharmaceuticals plc	167.41K	249.17K	-32.8%	$40.34M	0.1%	●●○○○○
AMP Ameriprise Financial…	100.02K	102.53K	-2.5%	$45.89M	0.1%	●●○○○○
CMS CMS Energy Corporation	581.65K	585.35K	-0.6%	$44.50M	0.1%
NRG NRG Energy, Inc.	51.87K	309.86K	-83.3%	$7.58M	0.0%
CGDV Capital Group Dividend…	918.36K	949.73K	-3.3%	$45.26M	0.1%
PFF iShares Preferred and…	1.40M	1.45M	-3.5%	$42.72M	0.1%
IWN iShares Russell 2000…	197.50K	199.56K	-1.0%	$43.69M	0.1%
FCFS FirstCash Holdings, Inc	155.56K	225.34K	-31.0%	$33.65M	0.1%	●●○○○○
DAL Delta Air Lines, Inc.	258.43K	634.21K	-59.2%	$24.20M	0.0%
BE Bloom Energy Corporation	136.93K	139.70K	-2.0%	$41.45M	0.1%	●●○○○○
BMI Badger Meter, Inc.	243.20K	261.69K	-7.1%	$36.09M	0.1%
TDY Teledyne Technologies…	59.45K	62.89K	-5.5%	$39.65M	0.1%	●●○○○○
VMBS Vanguard…	816.59K	840.77K	-2.9%	$38.22M	0.1%
EFV iShares MSCI EAFE Value…	512.14K	529.67K	-3.3%	$39.20M	0.1%	●●○○○○
SDY State Street SPDR S&P…	258.40K	267.70K	-3.5%	$39.32M	0.1%
BHP BHP Group Limited	467.59K	469.02K	-0.3%	$38.95M	0.1%
ACWI iShares MSCI ACWI ETF	247.12K	252.28K	-2.0%	$38.79M	0.1%
EOG EOG Resources, Inc.	210.59K	264.61K	-20.4%	$27.32M	0.0%	●●○○○○
JPST JPMorgan Ultra-Short…	695.48K	748.09K	-7.0%	$35.17M	0.1%	●●○○○○
GBDC Golub Capital BDC, Inc.	2.80M	2.80M	-0.1%	$36.06M	0.1%
DOCN DigitalOcean Holdings…	225.98K	313.89K	-28.0%	$35.49M	0.1%
BDX Becton, Dickinson and…	212.98K	224.26K	-5.0%	$32.23M	0.0%	●●○○○○
CTAS Cintas Corporation	200.78K	206.79K	-2.9%	$34.15M	0.1%
LRN Stride, Inc.	361.28K	396.49K	-8.9%	$31.16M	0.0%	●●○○○○
VCR Vanguard Consumer…	87.97K	87.97K	0.0%	$34.89M	0.1%
ROKU Roku, Inc.	213.06K	367.55K	-42.0%	$29.43M	0.0%
GM General Motors Company	148.38K	447.25K	-66.8%	$11.44M	0.0%	●●○○○○
IWP iShares Russell Mid-Cap…	226.83K	228.67K	-0.8%	$33.21M	0.1%
CALF Pacer US Small Cap Cash…	653.60K	668.88K	-2.3%	$33.08M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CTRA Coterra Energy Inc.	—	212.20K	Thoát	$7.46M	0.0%
KW Kennedy-Wilson…	—	576.65K	Thoát	$6.24M	0.0%
BDYN iShares Dynamic Equity…	—	120.61K	Thoát	$2.93M	0.0%
BDVL iShares Disciplined…	—	82.30K	Thoát	$2.03M	0.0%
SEE Sealed Air Corporation	—	34.02K	Thoát	$1.43M	0.0%
MASI Masimo Corporation	—	7.97K	Thoát	$1.42M	0.0%
OPFI OppFi Inc.	—	170.00K	Thoát	$1.31M	0.0%
APLS Apellis…	—	20.63K	Thoát	$830,106	0.0%
STKL	—	110.85K	Thoát	$718,321	0.0%
HOLX Hologic, Inc.	—	9.08K	Thoát	$686,282	0.0%
HELO JPMorgan Hedged Equity…	—	10.10K	Thoát	$645,491	0.0%
SEMR	—	35.48K	Thoát	$423,667	0.0%
SCHQ	—	12.52K	Thoát	$393,504	0.0%
AL Air Lease Corporation	—	5.87K	Thoát	$381,378	0.0%
USDU	—	11.54K	Thoát	$303,796	0.0%
CALI	—	6.00K	Thoát	$302,580	0.0%
BCPL	—	9.48K	Thoát	$235,109	0.0%
BKFI	—	6.85K	Thoát	$164,359	0.0%
NVDY	—	12.50K	Thoát	$162,250	0.0%
TEFOF	—	35.81K	Thoát	$155,423	0.0%
GOOY	—	10.00K	Thoát	$127,000	0.0%
TPH Tri Pointe Homes, Inc.	—	2.66K	Thoát	$124,348	0.0%
IVES	—	3.96K	Thoát	$112,231	0.0%
AMZY	—	10.00K	Thoát	$110,200	0.0%
BSCW	—	5.24K	Thoát	$107,778	0.0%
GCC	—	4.47K	Thoát	$107,084	0.0%
FBY	—	7.50K	Thoát	$75,675	0.0%
TERN Terns Pharmaceuticals…	—	1.38K	Thoát	$72,806	0.0%
JPLD JPMorgan Limited…	—	1.34K	Thoát	$69,830	0.0%
CSGS CSG Systems…	—	826	Thoát	$66,042	0.0%
DCMB	—	1.13K	Thoát	$58,715	0.0%
HTBK	—	4.52K	Thoát	$56,409	0.0%
AFBI	—	2.50K	Thoát	$55,650	0.0%
ACLX Arcellx, Inc.	—	484	Thoát	$55,573	0.0%
EMOP Alliance Bernstein - AB…	—	1.10K	Thoát	$48,377	0.0%
DMBS	—	958	Thoát	$47,306	0.0%
HBB	—	2.49K	Thoát	$47,129	0.0%
SGMT	—	9.00K	Thoát	$47,025	0.0%
AGZD	—	2.02K	Thoát	$45,636	0.0%
EWCZ	—	7.75K	Thoát	$44,789	0.0%
ZURA Zura Bio Limited	—	7.50K	Thoát	$44,625	0.0%
CRUX Columbia Core Bond ETF	—	1.37K	Thoát	$41,289	0.0%
MVBF	—	1.61K	Thoát	$40,026	0.0%
EQ	—	14.29K	Thoát	$28,572	0.0%
BMA	—	337	Thoát	$26,074	0.0%
FOLD Amicus Therapeutics…	—	1.79K	Thoát	$25,826	0.0%
CVGW	—	1.00K	Thoát	$25,790	0.0%
VLGEA	—	608	Thoát	$25,676	0.0%
SNCY Sun Country Airlines…	—	1.51K	Thoát	$24,945	0.0%
ONTF	—	3.01K	Thoát	$24,382	0.0%
CWAN Clearwater Analytics…	—	1.01K	Thoát	$23,816	0.0%
AUSF	—	489	Thoát	$23,643	0.0%
CTLP	—	2.15K	Thoát	$23,188	0.0%
XJUN	—	525	Thoát	$22,555	0.0%
DNN Denison Mines Corp.	—	6.00K	Thoát	$21,180	0.0%
BOW	—	941	Thoát	$21,107	0.0%
FFWM	—	3.53K	Thoát	$20,821	0.0%
PFIX	—	446	Thoát	$20,633	0.0%
NKSH	—	500	Thoát	$18,205	0.0%
ONCY	—	20.94K	Thoát	$17,773	0.0%
EHAB	—	1.21K	Thoát	$17,105	0.0%
VRE Veris Residential, Inc.	—	906	Thoát	$17,097	0.0%
MCR	—	2.80K	Thoát	$16,980	0.0%
UTMD	—	273	Thoát	$16,923	0.0%
DFIS Dimensional -…	—	483	Thoát	$16,278	0.0%
KALV	—	665	Thoát	$13,386	0.0%
AMPL Amplitude, Inc.	—	1.95K	Thoát	$13,279	0.0%
JIVE JPMorgan International…	—	151	Thoát	$12,932	0.0%
CATX Perspective…	—	3.00K	Thoát	$12,510	0.0%
BUR Burford Capital Limited	—	2.67K	Thoát	$12,082	0.0%
CIGI Colliers International…	—	111	Thoát	$11,878	0.0%
SLNO Soleno Therapeutics…	—	344	Thoát	$11,517	0.0%
HIVE	—	6.00K	Thoát	$11,400	0.0%
CION	—	1.40K	Thoát	$9,599	0.0%
GDEN	—	312	Thoát	$8,327	0.0%
FLGT Fulgent Genetics, Inc.	—	512	Thoát	$8,141	0.0%
WHF	—	1.10K	Thoát	$8,140	0.0%
MAPS	—	12.00K	Thoát	$7,901	0.0%
ORIC ORIC Pharmaceuticals…	—	573	Thoát	$7,260	0.0%
CLMT Calumet Inc.	—	200	Thoát	$7,180	0.0%
RPT	—	535	Thoát	$7,170	0.0%
ICOP	—	150	Thoát	$7,137	0.0%
PINK	—	200	Thoát	$6,732	0.0%
GGN	—	1.21K	Thoát	$6,458	0.0%
VET Vermilion Energy Inc.	—	458	Thoát	$6,311	0.0%
PASG	—	800	Thoát	$6,280	0.0%
ALMS Alumis Inc.	—	256	Thoát	$5,640	0.0%
UDMY	—	1.19K	Thoát	$5,488	0.0%
JGLO JPMorgan Global Select…	—	84	Thoát	$5,483	0.0%
PAPI	—	197	Thoát	$5,390	0.0%
PESI	—	500	Thoát	$5,345	0.0%
ELE	—	282	Thoát	$5,313	0.0%
BALY	—	531	Thoát	$5,119	0.0%
UAN CVR Partners, LP	—	40	Thoát	$5,081	0.0%
FFIC	—	313	Thoát	$4,808	0.0%
VGSR	—	438	Thoát	$4,525	0.0%
KPTI	—	733	Thoát	$4,083	0.0%
QUIK	—	390	Thoát	$3,658	0.0%
IEUS	—	54	Thoát	$3,582	0.0%
YTRA	—	3.00K	Thoát	$3,330	0.0%
VZLA Vizsla Silver Corp.	—	1.00K	Thoát	$3,300	0.0%
SCMB Schwab Municipal Bond…	—	111	Thoát	$2,828	0.0%
ETD Ethan Allen Interiors…	—	120	Thoát	$2,671	0.0%
BCHHF	—	1.29K	Thoát	$2,516	0.0%
PSEC	—	939	Thoát	$2,451	0.0%
CDLX	—	2.25K	Thoát	$2,363	0.0%
CHGG Chegg, Inc.	—	3.00K	Thoát	$2,224	0.0%
SGMOQ	—	7.90K	Thoát	$1,951	0.0%
PD PagerDuty, Inc.	—	271	Thoát	$1,683	0.0%
NIQ NIQ Global Intelligence…	—	120	Thoát	$1,364	0.0%
HAUZ Xtrackers International…	—	58	Thoát	$1,311	0.0%
OS OneStream, Inc. Class A…	—	52	Thoát	$1,248	0.0%
GLDG	—	1.00K	Thoát	$1,190	0.0%
ELVN Enliven Therapeutics…	—	25	Thoát	$980	0.0%
NAK	—	700	Thoát	$980	0.0%
JMEE JPMorgan Small & Mid…	—	14	Thoát	$935	0.0%
BOC	—	80	Thoát	$934	0.0%
OOMA Ooma, Inc.	—	61	Thoát	$888	0.0%
NRDS NerdWallet, Inc.	—	84	Thoát	$872	0.0%
JOUT	—	17	Thoát	$791	0.0%

Tuổi vị thế

2010–1 quý

42852–4 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
Morgan Stanley	4447	65.3%	0.9038	So sánh ⇄
UBS Group AG	4344	62.8%	0.8865	So sánh ⇄
Goldman Sachs Group	3702	64.2%	0.8802	So sánh ⇄
Stifel Financial Corp	3105	63.4%	0.8418	So sánh ⇄
Bank Of America Corp /De/	4136	74.4%	0.8401	So sánh ⇄
Wells Fargo & Company/Mn	4334	72.2%	0.8311	So sánh ⇄
Fifth Third Bancorp	3601	72.3%	0.8264	So sánh ⇄
Osaic Holdings, Inc.	4414	69.8%	0.8155	So sánh ⇄

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

Hồ sơ nộp

Aug 13 2026 13F-HR · kỳ Q2 2026

$65.22B · 11,392 vị thế · Xem hồ sơ SEC gốc ↗

May 14 2026 13F-HR · kỳ Q1 2026

$56.40B · 11,499 vị thế · Xem hồ sơ SEC gốc ↗

Mar 17 2026 13F-HR/A · kỳ Q4 2025

$55.53B · 7,364 vị thế · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

Feb 17 2026 13F-HR · kỳ Q4 2025

$55.55B · 7,371 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$51.12B · 6,202 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR/A · kỳ Q2 2025

$45.60B · 3,211 vị thế · bản sửa đổi (new holdings) · Xem hồ sơ SEC gốc ↗

Aug 08 2025 13F-HR · kỳ Q2 2025

$39.83B · 3,065 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 13, 2026 · Phương pháp tính thay đổi

☆ Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.