운용사 기록

Stifel Financial Corp

St. Louis, MO · CIK 720672 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$120.21B보고된 13F 가치

8,946포지션

16.5%상위 10개 비중

183.80유효 보유 종목

4.6%추정 회전율

+182신규

−111청산

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

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 38.6% (+0.4pp)

기술 21.2% (+2.3pp)

산업재 10.2% (+0.0pp)

헬스케어 7.6% (-0.4pp)

경기소비재 5.9% (-0.2pp)

필수소비재 5.1% (-0.6pp)

커뮤니케이션 서비스 4.5% (-0.1pp)

에너지 2.8% (-0.8pp)

기초소재 1.6% (-0.5pp)

유틸리티 1.3% (-0.1pp)

부동산 1.2% (+0.0pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q2 2026

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	AAPL Apple Inc.	2.7%	$1.82B	6.29M	-0.3%	▼ Trim	3+
2	NVDA NVIDIA Corporation	2.8%	$1.79B	8.93M	-0.3%	▼ Trim	3+
3	MSFT Microsoft Corporation	2.0%	$1.47B	3.93M	-3.5%	▼ Trim	3+
4	NVDA NVIDIA Corporation	2.8%	$1.43B	7.14M	-0.3%	▼ Trim	3+
5	AMZN Amazon.com, Inc.	1.7%	$1.33B	5.60M	+2.2%	▲ Add	3+
6	GOOGL Alphabet Inc.	1.7%	$1.33B	3.72M	-1.8%	▼ Trim	3+
7	AAPL Apple Inc.	2.7%	$1.25B	4.31M	-0.3%	▼ Trim	3+
8	IVW iShares S&P 500 Growth ETF	0.9%	$1.11B	8.06M	+12.1%	▲ Add	3+
9	VOO Vanguard S&P 500 ETF	1.0%	$1.09B	1.59M	+5.4%	▲ Add	3+
10	AVGO Broadcom Inc.	1.4%	$1.07B	2.85M	+0.4%	▲ Add	3+
11	SPY State Street SPDR S&P 500…	1.0%	$1.05B	1.41M	-2.7%	▼ Trim	3+
12	IEFA iShares Core MSCI EAFE ETF	0.9%	$990.99M	10.26M	-7.8%	▼ Trim	3+
13	CSCO Cisco Systems, Inc.	1.2%	$913.72M	7.78M	-5.8%	▼ Trim	3+
14	JPM JPMorgan Chase & Co.	1.1%	$807.74M	2.47M	+0.4%	▲ Add	3+
15	IVE iShares S&P 500 Value ETF	0.7%	$797.69M	3.51M	+9.4%	▲ Add	3+
16	JNJ Johnson & Johnson	0.9%	$721.77M	2.84M	-0.8%	▼ Trim	3+
17	QQQ Invesco QQQ Trust, Series 1	0.6%	$715.78M	971.84K	-2.8%	▼ Trim	3+
18	MRK Merck & Co., Inc.	0.9%	$686.24M	5.34M	-1.5%	▼ Trim	3+
19	V Visa Inc.	0.9%	$653.54M	1.90M	-3.2%	▼ Trim	3+
20	MSFT Microsoft Corporation	2.0%	$643.64M	1.73M	-3.5%	▼ Trim	3+
21	GOOG Alphabet Inc.	1.0%	$640.14M	1.81M	+1.7%	▲ Add	3+
22	IVV iShares Core S&P 500 ETF	0.6%	$638.89M	853.08K	+25.6%	▲ Add	3+
23	ABBV AbbVie Inc.	0.8%	$610.96M	2.43M	-2.9%	▼ Trim	3+
24	IBM International Business…	0.6%	$582.12M	2.07M	+2.2%	▲ Add	3+
25	AMZN Amazon.com, Inc.	1.7%	$580.24M	2.43M	+2.2%	▲ Add	3+
26	AVGO Broadcom Inc.	1.4%	$580.14M	1.54M	+0.4%	▲ Add	3+
27	GOOGL Alphabet Inc.	1.7%	$560.05M	1.57M	-1.8%	▼ Trim	3+
28	AGG iShares Core U.S. Aggregate…	0.6%	$547.95M	5.54M	+0.3%	▲ Add	3+
29	HD The Home Depot, Inc.	0.8%	$534.18M	1.51M	+2.7%	▲ Add	3+
30	GOOG Alphabet Inc.	1.0%	$531.75M	1.50M	+1.7%	▲ Add	3+
31	LLY Eli Lilly and Company	0.8%	$520.90M	434.19K	+1.0%	▲ Add	3+
32	TXN Texas Instruments…	0.7%	$515.79M	1.73M	-9.6%	▼ Trim	3+
33	META Meta Platforms, Inc.	0.6%	$508.94M	903.39K	-11.4%	▼ Trim	3+
34	PEP PepsiCo, Inc.	0.7%	$497.97M	3.68M	-1.6%	▼ Trim	3+
35	GLW Corning Inc	0.6%	$483.50M	1.89M	-3.2%	▼ Trim	3+
36	VMBS Vanguard Mortgage-Backed…	0.4%	$475.99M	10.17M	+17.5%	▲ Add	3+
37	BIL State Street SPDR Bloomberg…	0.4%	$472.31M	5.15M	+12.0%	▲ Add	3+
38	IWF iShares Russell 1000 Growth…	0.5%	$446.63M	3.60M	-7.8% ✂	▼ Trim	3+
39	IEMG iShares Core MSCI Emerging…	0.4%	$446.12M	5.39M	+15.9%	▲ Add	3+
40	AMGN Amgen Inc.	0.5%	$436.27M	1.20M	-0.4%	▼ Trim	3+
41	PANW Palo Alto Networks, Inc.	0.6%	$435.76M	1.28M	-2.7%	▼ Trim	3+
42	COST Costco Wholesale Corporation	0.5%	$433.60M	463.34K	-1.0%	▼ Trim	3+
43	CAT Caterpillar Inc.	0.5%	$432.96M	406.53K	+2.4%	▲ Add	3+
44	PG The Procter & Gamble Company	0.6%	$425.75M	2.90M	+0.8%	▲ Add	3+
45	USIG iShares Broad USD…	0.4%	$422.24M	8.23M	+16.4%	▲ Add	3+
46	CVX Chevron Corporation	0.4%	$414.60M	2.50M	-1.0%	▼ Trim	3+
47	LMT Lockheed Martin Corporation	0.5%	$412.20M	808.97K	-2.5%	▼ Trim	3+
48	KO The Coca-Cola Company	0.5%	$409.01M	5.03M	-3.0%	▼ Trim	3+
49	JPM JPMorgan Chase & Co.	1.1%	$406.65M	1.24M	+0.4%	▲ Add	3+
50	AMAT Applied Materials, Inc.	0.4%	$398.28M	550.79K	-3.6%	▼ Trim	3+
51	TSM Taiwan Semiconductor…	0.5%	$393.48M	823.88K	+6.2%	▲ Add	3+
52	LLY Eli Lilly and Company	0.8%	$392.04M	326.86K	+1.0%	▲ Add	3+
53	APH Amphenol Corporation	0.6%	$374.58M	2.12M	+1.5%	▲ Add	3+
54	VEA Vanguard FTSE Developed…	0.5%	$366.83M	5.15M	+3.7%	▲ Add	3+
55	CSCO Cisco Systems, Inc.	1.2%	$363.48M	3.09M	-5.8%	▼ Trim	3+
56	MRVL Marvell Technology, Inc.	0.3%	$347.43M	1.17M	-34.0%	▼ Trim	3+
57	VTV Vanguard Morningstar Value…	0.3%	$345.65M	1.59M	+7.5%	▲ Add	3+
58	XONA.DE Exxon Mobil Corporation	0.3%	$338.40M	2.48M	-29.0%	▼ Trim	3+
59	GEV GE Vernova Inc.	0.3%	$327.85M	279.04K	+5.0%	▲ Add	3+
60	RTX RTX Corporation	0.3%	$326.73M	1.72M	+3.8%	▲ Add	3+
61	CGDV Capital Group Dividend…	0.3%	$320.44M	6.50M	+6.6%	▲ Add	3+
62	MDT Medtronic plc	0.4%	$318.61M	4.07M	+5.3%	▲ Add	3+
63	VUG Vanguard Morningstar Growth…	0.3%	$318.35M	3.70M	+1.7% ✂	▲ Add	3+
64	ETN Eaton Corporation plc	0.5%	$314.75M	738.57K	-1.4%	▼ Trim	3+
65	MS Morgan Stanley	0.3%	$309.82M	1.48M	+0.9%	▲ Add	3+
66	BRK-B Berkshire Hathaway Inc.	0.3%	$309.47M	618.45K	-9.0%	▼ Trim	3+
67	IWD iShares Russell 1000 Value…	0.4%	$309.41M	1.28M	+24.3%	▲ Add	3+
68	ASML ASML Holding N.V.	0.4%	$306.59M	154.10K	-14.1%	▼ Trim	3+
69	MU Micron Technology, Inc.	0.3%	$302.73M	262.22K	+18.2%	▲ Add	3+
70	VZ Verizon Communications Inc.	0.3%	$296.50M	7.00M	+3.5%	▲ Add	3+
71	XLK State Street Technology…	0.3%	$285.04M	1.50M	+5.8%	▲ Add	3+
72	MBB iShares MBS ETF	0.3%	$277.66M	2.94M	+0.9%	▲ Add	3+
73	ETN Eaton Corporation plc	0.5%	$274.15M	643.37K	-1.4%	▼ Trim	3+
74	WMB The Williams Companies, Inc.	0.2%	$273.29M	3.68M	+3.5%	▲ Add	3+
75	UNP Union Pacific Corporation	0.5%	$272.40M	1.00M	-2.6%	▼ Trim	3+
76	NFLX Netflix, Inc.	0.3%	$271.66M	3.80M	+11.2%	▲ Add	3+
77	SF Stifel Financial Corp	0.2%	$270.38M	3.88M	+3.0%	▲ Add	3+
78	WMT Walmart Inc.	0.3%	$268.97M	2.37M	-2.1%	▼ Trim	3+
79	PANW Palo Alto Networks, Inc.	0.6%	$268.77M	788.12K	-2.7%	▼ Trim	3+
80	MCD McDonald's Corporation	0.3%	$268.67M	993.77K	+4.8%	▲ Add	3+
81	EQAL INVESCO EXCH TRADED FD TR II	0.2%	$265.91M	4.49M	-0.3%	▼ Trim	3+
82	GE GE Aerospace	0.3%	$260.18M	696.17K	+35.8%	▲ Add	3+
83	VTWO Vanguard Russell 2000 ETF	0.2%	$257.39M	2.12M	+53.4%	▲ Add	3+
84	TXN Texas Instruments…	0.7%	$254.46M	853.71K	-9.6%	▼ Trim	3+
85	C Citigroup Inc.	0.2%	$252.76M	1.81M	+4.0%	▲ Add	3+
86	MA Mastercard Incorporated	0.3%	$252.59M	491.70K	-4.5%	▼ Trim	3+
87	TGT Target Corporation	0.2%	$251.86M	1.93M	+1.5%	▲ Add	3+
88	UBER Uber Technologies, Inc.	0.2%	$250.36M	3.47M	+37.2%	▲ Add	3+
89	WM Waste Management, Inc.	0.4%	$248.73M	1.12M	-5.8%	▼ Trim	3+
90	AMD Advanced Micro Devices, Inc.	0.2%	$248.54M	427.84K	+2.3%	▲ Add	3+
91	PEP PepsiCo, Inc.	0.7%	$247.54M	1.83M	-1.6%	▼ Trim	3+
92	IEI iShares 3-7 Year Treasury…	0.2%	$242.00M	2.06M	-10.7%	▼ Trim	3+
93	BX Blackstone Inc.	0.2%	$239.51M	2.04M	+14.3%	▲ Add	3+
94	VGT Vanguard Information…	0.3%	$238.44M	1.99M	-0.9% ✂	▼ Trim	3+
95	ADP Automatic Data Processing…	0.4%	$238.27M	1.06M	+6.4%	▲ Add	3+
96	PM Philip Morris International…	0.2%	$237.04M	1.31M	+4.5%	▲ Add	3+
97	CMI Cummins Inc.	0.4%	$234.60M	328.93K	-29.4%	▼ Trim	3+
98	GWW W.W. Grainger, Inc.	0.4%	$234.04M	172.01K	-5.9%	▼ Trim	3+
99	TSLA Tesla, Inc.	0.3%	$232.09M	551.81K	-0.3%	▼ Trim	3+
100	MET MetLife, Inc.	0.2%	$230.77M	2.73M	+2.8%	▲ Add	3+
101	SPDW State Street SPDR Portfolio…	0.2%	$229.72M	4.56M	-11.2%	▼ Trim	3+
102	MRK Merck & Co., Inc.	0.9%	$227.51M	1.77M	-1.5%	▼ Trim	3+
103	JNJ Johnson & Johnson	0.9%	$225.64M	888.44K	-0.8%	▼ Trim	3+
104	ACN Accenture plc	0.3%	$220.42M	1.77M	+28.1%	▲ Add	3+
105	MSFT Microsoft Corporation	2.0%	$219.57M	588.62K	-3.5%	▼ Trim	3+
106	V Visa Inc.	0.9%	$219.09M	638.58K	-3.2%	▼ Trim	3+
107	PFE Pfizer Inc.	0.2%	$218.65M	9.08M	+2.2%	▲ Add	3+
108	CRWD CrowdStrike Holdings, Inc.	0.2%	$215.67M	282.61K	-4.5%	▼ Trim	3+
109	GS The Goldman Sachs Group…	0.3%	$215.39M	212.90K	+1.9%	▲ Add	3+
110	DE Deere & Company	0.2%	$215.16M	339.12K	+4.1%	▲ Add	3+
111	LRCX Lam Research Corporation	0.3%	$214.84M	495.75K	+4.8%	▲ Add	3+
112	APH Amphenol Corporation	0.6%	$214.71M	1.22M	+1.5%	▲ Add	3+
113	RDVY First Trust Rising Dividend…	0.2%	$214.68M	2.65M	+4.8%	▲ Add	3+
114	PWR Quanta Services, Inc.	0.2%	$214.06M	297.26K	+1.6%	▲ Add	3+
115	DGRO iShares Core Dividend…	0.2%	$212.86M	2.81M	+3.5%	▲ Add	3+
116	ABT Abbott Laboratories	0.3%	$211.87M	2.33M	-1.8%	▼ Trim	3+
117	VIG Vanguard Dividend…	0.2%	$211.66M	894.46K	+1.1%	▲ Add	3+
118	VB Vanguard Morningstar…	0.3%	$211.09M	696.37K	+1.1%	▲ Add	3+
119	GLD SPDR Gold Shares	0.2%	$210.77M	572.17K	-2.4%	▼ Trim	3+
120	CL Colgate-Palmolive Company	0.4%	$210.71M	2.30M	-5.4%	▼ Trim	3+
121	SPYG State Street SPDR Portfolio…	0.2%	$210.42M	1.77M	-0.6%	▼ Trim	3+
122	CL Colgate-Palmolive Company	0.4%	$208.67M	2.28M	-5.4%	▼ Trim	3+
123	VWO Vanguard FTSE Emerging…	0.3%	$207.52M	3.48M	-13.5%	▼ Trim	3+
124	GWW W.W. Grainger, Inc.	0.4%	$205.02M	150.71K	-5.9%	▼ Trim	3+
125	CHD Church & Dwight Co., Inc.	0.3%	$203.81M	2.10M	-4.1%	▼ Trim	3+
126	UPS United Parcel Service, Inc.	0.2%	$200.48M	1.86M	-12.6%	▼ Trim	3+
127	TMO Thermo Fisher Scientific…	0.3%	$200.30M	399.46K	-2.4%	▼ Trim	3+
128	COST Costco Wholesale Corporation	0.5%	$198.75M	212.47K	-1.0%	▼ Trim	3+
129	TJX The TJX Companies, Inc.	0.4%	$197.86M	1.31M	-1.0%	▼ Trim	3+
130	KO The Coca-Cola Company	0.5%	$197.50M	2.43M	-3.0%	▼ Trim	3+
131	PAYX Paychex, Inc.	0.2%	$197.40M	2.01M	+10.8%	▲ Add	3+
132	PLD Prologis, Inc.	0.2%	$196.48M	1.45M	+4.2%	▲ Add	3+
133	WFC Wells Fargo & Company	0.2%	$194.44M	2.35M	+1.0%	▲ Add	3+
134	EMXC iShares MSCI Emerging…	0.2%	$194.16M	1.90M	+26.8%	▲ Add	3+
135	HYG iShares iBoxx $ High Yield…	0.2%	$193.69M	2.42M	+7.3%	▲ Add	3+
136	ITW Illinois Tool Works Inc.	0.3%	$193.67M	715.99K	-4.0%	▼ Trim	3+
137	VTI Vanguard Morningstar Total…	0.2%	$192.44M	520.05K	+1.6%	▲ Add	3+
138	ADI Analog Devices, Inc.	0.3%	$192.18M	483.79K	-5.3%	▼ Trim	3+
139	V Visa Inc.	0.9%	$191.51M	558.18K	-3.2%	▼ Trim	3+
140	CSCO Cisco Systems, Inc.	1.2%	$190.79M	1.62M	-5.8%	▼ Trim	3+
141	SPYV State Street SPDR Portfolio…	0.2%	$190.57M	3.13M	+18.1%	▲ Add	3+
142	HD The Home Depot, Inc.	0.8%	$189.53M	537.41K	+2.7%	▲ Add	3+
143	MRSH Marsh & McLennan Companies…	0.3%	$189.07M	1.13M	-4.1%	▼ Trim	3+
144	WM Waste Management, Inc.	0.4%	$188.91M	847.57K	-5.8%	▼ Trim	3+
145	UNP Union Pacific Corporation	0.5%	$188.88M	694.43K	-2.6%	▼ Trim	3+
146	DYNF iShares U.S. Equity Factor…	0.2%	$186.15M	2.74M	+12.6%	▲ Add	3+
147	RSP Invesco S&P 500 Equal…	0.2%	$184.02M	864.85K	0.0%	▲ Add	3+
148	ITW Illinois Tool Works Inc.	0.3%	$182.42M	674.46K	-4.0%	▼ Trim	3+
149	CHD Church & Dwight Co., Inc.	0.3%	$180.93M	1.87M	-4.1%	▼ Trim	3+
150	CAT Caterpillar Inc.	0.5%	$180.59M	169.58K	+2.4%	▲ Add	3+
151	AXP American Express Company	0.2%	$180.00M	532.07K	+11.2%	▲ Add	3+
152	BA The Boeing Company	0.2%	$178.99M	826.85K	-5.3%	▼ Trim	3+
153	TBIL F/m US Treasury 3 Month…	0.1%	$177.06M	3.55M	+48.9%	▲ Add	3+
154	VYM Vanguard High Dividend…	0.2%	$176.21M	1.12M	+1.1%	▲ Add	3+
155	DELL Dell Technologies Inc.	0.2%	$175.56M	406.87K	-43.3%	▼ Trim	3+
156	CB Chubb Limited	0.2%	$175.45M	514.86K	+6.4%	▲ Add	3+
157	ABBV AbbVie Inc.	0.8%	$175.32M	696.72K	-2.9%	▼ Trim	3+
158	IUSB iShares Core Universal USD…	0.1%	$174.36M	3.78M	+32.6%	▲ Add	3+
159	LMT Lockheed Martin Corporation	0.5%	$173.90M	341.35K	-2.5%	▼ Trim	3+
160	CMI Cummins Inc.	0.4%	$173.50M	243.27K	-29.4%	▼ Trim	3+
161	LIN Linde plc	0.2%	$173.04M	333.39K	-1.2%	▼ Trim	3+
162	MRSH Marsh & McLennan Companies…	0.3%	$170.61M	1.02M	-4.1%	▼ Trim	3+
163	RSG Republic Services, Inc.	0.3%	$168.75M	791.93K	-5.6%	▼ Trim	3+
164	ADP Automatic Data Processing…	0.4%	$167.89M	749.68K	+6.4%	▲ Add	3+
165	GLW Corning Inc	0.6%	$166.98M	653.71K	-3.2%	▼ Trim	3+
166	IEF iShares 7-10 Year Treasury…	0.1%	$166.71M	1.76M	+18.1%	▲ Add	3+
167	VEU Vanguard FTSE All-World…	0.3%	$166.16M	1.98M	+1.2%	▲ Add	3+
168	META Meta Platforms, Inc.	0.6%	$166.02M	294.74K	-11.4%	▼ Trim	3+
169	HD The Home Depot, Inc.	0.8%	$163.70M	464.16K	+2.7%	▲ Add	3+
170	JNJ Johnson & Johnson	0.9%	$163.32M	643.08K	-0.8%	▼ Trim	3+
171	SCHR Schwab Intermediate-Term…	0.1%	$162.69M	6.60M	-12.5%	▼ Trim	3+
172	IGSB iShares 1-5 Year Investment…	0.1%	$161.47M	3.08M	-20.7%	▼ Trim	3+
173	TJX The TJX Companies, Inc.	0.4%	$161.40M	1.07M	-1.0%	▼ Trim	3+
174	SLB Slb N.V.	0.2%	$161.13M	3.47M	+9.9%	▲ Add	3+
175	NOW ServiceNow, Inc.	0.2%	$160.81M	1.62M	+12.2%	▲ Add	3+
176	PG The Procter & Gamble Company	0.6%	$160.66M	1.10M	+0.8%	▲ Add	3+
177	VONE Vanguard Russell 1000 ETF	0.1%	$160.34M	473.36K	+6.3%	▲ Add	3+
178	CTAS Cintas Corporation	0.2%	$157.56M	926.39K	-2.9%	▼ Trim	3+
179	SDVY First Trust SMID Cap Rising…	0.1%	$156.96M	3.64M	+0.1%	▲ Add	3+
180	ITOT iShares Core S&P Total U.S.…	0.2%	$156.75M	954.21K	+3.4%	▲ Add	3+
181	IJH iShares Core S&P Mid-Cap ETF	0.2%	$156.48M	2.03M	-0.8%	▼ Trim	3+
182	MSI Motorola Solutions, Inc.	0.2%	$156.08M	375.82K	-2.4%	▼ Trim	3+
183	JEPI JPMorgan Equity Premium…	0.1%	$154.31M	2.73M	-1.6%	▼ Trim	3+
184	TLH iShares 10-20 Year Treasury…	0.1%	$153.79M	1.53M	+19.0%	▲ Add	3+
185	UNH UnitedHealth Group…	0.2%	$150.55M	362.17K	+0.7%	▲ Add	3+
186	TLT iShares 20+ Year Treasury…	0.2%	$150.47M	1.74M	+1.3%	▲ Add	3+
187	VOT Vanguard Morningstar…	0.1%	$149.59M	488.35K	+1.1%	▲ Add	3+
188	VGT Vanguard Information…	0.3%	$148.53M	1.24M	-0.9% ✂	▼ Trim	3+
189	GLDM SPDR Gold MiniShares Trust	0.1%	$148.20M	1.87M	+30.8%	▲ Add	3+
190	HONA Honeywell Aerospace Inc	0.2%	$147.80M	668.54K	신규	New	1
191	BHVN Biohaven Ltd.	0.1%	$147.69M	9.93M	0.0%	▲ Add	3+
192	FERG Ferguson plc	0.2%	$147.63M	622.05K	-5.4%	▼ Trim	3+
193	AEP American Electric Power…	0.1%	$147.28M	1.08M	+11.1%	▲ Add	3+
194	HON Honeywell International Inc.	0.2%	$147.25M	657.65K	+0.7% ✂	▲ Add	3+
195	IAU iShares Gold Trust	0.1%	$146.85M	1.94M	+0.1%	▲ Add	3+
196	MDT Medtronic plc	0.4%	$146.76M	1.88M	+5.3%	▲ Add	3+
197	TSM Taiwan Semiconductor…	0.5%	$146.64M	307.06K	+6.2%	▲ Add	3+
198	IBM International Business…	0.6%	$145.82M	518.53K	+2.2%	▲ Add	3+
199	MCO Moody's Corporation	0.2%	$145.66M	321.60K	-6.3%	▼ Trim	3+
200	BAC Bank of America Corporation	0.2%	$144.58M	2.54M	-4.9%	▼ Trim	3+
201	YUM Yum! Brands, Inc.	0.2%	$144.58M	904.43K	-4.2%	▼ Trim	3+
202	RSG Republic Services, Inc.	0.3%	$144.42M	677.78K	-5.6%	▼ Trim	3+
203	STX Seagate Technology Holdings…	0.1%	$143.92M	149.14K	+15.4%	▲ Add	3+
204	USB U.S. Bancorp	0.2%	$141.86M	2.35M	-2.4%	▼ Trim	3+
205	FERG Ferguson plc	0.2%	$138.22M	582.40K	-5.4%	▼ Trim	3+
206	ANET Arista Networks, Inc.	0.1%	$137.65M	810.27K	+4.7%	▲ Add	3+
207	WEC WEC Energy Group, Inc.	0.1%	$137.23M	1.18M	+0.8%	▲ Add	3+
208	VB Vanguard Morningstar…	0.3%	$137.21M	452.66K	+1.1%	▲ Add	3+
209	ENB Enbridge Inc.	0.1%	$136.57M	2.52M	-1.5%	▼ Trim	3+
210	CGGR Capital Group Growth ETF	0.1%	$136.28M	2.89M	+19.6%	▲ Add	3+
211	IJR iShares Core S&P Small-Cap…	0.1%	$136.02M	917.10K	-36.3%	▼ Trim	3+
212	PH Parker-Hannifin Corporation	0.2%	$136.01M	139.06K	+3.4%	▲ Add	3+
213	VOE Vanguard Morningstar…	0.1%	$135.94M	687.97K	+5.2%	▲ Add	3+
214	YUM Yum! Brands, Inc.	0.2%	$135.40M	847.00K	-4.2%	▼ Trim	3+
215	HSY The Hershey Company	0.2%	$132.90M	757.46K	+2.0%	▲ Add	3+
216	SCHO Schwab Short-Term U.S.…	0.1%	$131.79M	5.46M	-12.7%	▼ Trim	3+
217	SPMB State Street SPDR Portfolio…	0.1%	$131.38M	5.89M	-25.1%	▼ Trim	3+
218	ADBE Adobe Inc.	0.2%	$130.71M	637.56K	+4.7%	▲ Add	3+
219	KLAC KLA Corporation	0.1%	$129.38M	428.83K	-0.2% ✂	▼ Trim	3+
220	EUSA iShares MSCI USA Equal…	0.2%	$129.04M	1.13M	+7.2%	▲ Add	3+
221	CRM Salesforce, Inc.	0.1%	$128.04M	817.23K	-5.4%	▼ Trim	3+
222	TFC Truist Financial Corporation	0.1%	$128.02M	2.57M	-5.1%	▼ Trim	3+
223	VEU Vanguard FTSE All-World…	0.3%	$127.58M	1.52M	+1.2%	▲ Add	3+
224	VO Vanguard Morningstar…	0.2%	$127.55M	1.58M	+0.7% ✂	▲ Add	3+
225	ORLY O'Reilly Automotive, Inc.	0.2%	$126.98M	1.38M	-3.6%	▼ Trim	3+
226	ITOT iShares Core S&P Total U.S.…	0.2%	$126.14M	767.91K	+3.4%	▲ Add	3+
227	BAC Bank of America Corporation	0.2%	$125.94M	2.21M	-4.9%	▼ Trim	3+
228	MCO Moody's Corporation	0.2%	$125.84M	277.83K	-6.3%	▼ Trim	3+
229	PVAL Putnam Focused Large Cap…	0.1%	$125.83M	2.47M	+7.5%	▲ Add	3+
230	VRT Vertiv Holdings Co	0.2%	$125.21M	373.96K	-0.8%	▼ Trim	3+
231	GILD Gilead Sciences, Inc.	0.1%	$124.68M	986.84K	-4.1%	▼ Trim	3+
232	EUSA iShares MSCI USA Equal…	0.2%	$124.52M	1.09M	+7.2%	▲ Add	3+
233	MSI Motorola Solutions, Inc.	0.2%	$124.30M	299.31K	-2.4%	▼ Trim	3+
234	SHY iShares 1-3 Year Treasury…	0.1%	$123.99M	1.51M	+41.1%	▲ Add	3+
235	IWM iShares Russell 2000 ETF	0.1%	$123.48M	410.97K	-10.9%	▼ Trim	3+
236	NEE NextEra Energy, Inc.	0.2%	$121.03M	1.38M	-1.4%	▼ Trim	3+
237	ORCL Oracle Corporation	0.1%	$120.94M	825.22K	+2.1%	▲ Add	3+
238	NFLX Netflix, Inc.	0.3%	$119.16M	1.67M	+11.2%	▲ Add	3+
239	QCOM QUALCOMM Incorporated	0.1%	$118.90M	643.39K	-24.3%	▼ Trim	3+
240	TSCO Tractor Supply Company	0.2%	$118.61M	3.75M	+1.5%	▲ Add	3+
241	MRK Merck & Co., Inc.	0.9%	$118.22M	920.00K	-1.5%	▼ Trim	3+
242	BN Brookfield Corporation	0.1%	$115.98M	2.72M	+15.9%	▲ Add	3+
243	TSCO Tractor Supply Company	0.2%	$115.71M	3.66M	+1.5%	▲ Add	3+
244	ISRG Intuitive Surgical, Inc.	0.2%	$115.39M	290.16K	+8.1%	▲ Add	3+
245	MO Altria Group, Inc.	0.1%	$114.32M	1.59M	+1.0%	▲ Add	3+
246	MTUM iShares MSCI USA Momentum…	0.1%	$114.09M	332.77K	+0.8%	▲ Add	3+
247	EQIX Equinix, Inc.	0.1%	$113.80M	109.10K	-3.3%	▼ Trim	3+
248	PH Parker-Hannifin Corporation	0.2%	$113.37M	115.87K	+3.4%	▲ Add	3+
249	NEE NextEra Energy, Inc.	0.2%	$113.26M	1.29M	-1.4%	▼ Trim	3+
250	XLF State Street Financial…	0.1%	$112.16M	2.09M	-9.4%	▼ Trim	3+
251	ABT Abbott Laboratories	0.3%	$111.36M	1.23M	-1.8%	▼ Trim	3+
252	KMB Kimberly-Clark Corporation	0.1%	$111.33M	1.01M	+6.7%	▲ Add	3+
253	XLE State Street Energy Select…	0.1%	$111.11M	2.09M	+4.9%	▲ Add	3+
254	VEA Vanguard FTSE Developed…	0.5%	$110.17M	1.55M	+3.7%	▲ Add	3+
255	ACN Accenture plc	0.3%	$109.74M	881.90K	+28.1%	▲ Add	3+
256	ABNB Airbnb, Inc.	0.1%	$108.97M	761.50K	+10.0%	▲ Add	3+
257	CB Chubb Limited	0.2%	$108.91M	319.63K	+6.4%	▲ Add	3+
258	SYK Stryker Corporation	0.1%	$108.05M	343.15K	-9.9%	▼ Trim	3+
259	GOOGL Alphabet Inc.	1.7%	$107.87M	301.85K	-1.8%	▼ Trim	3+
260	TMO Thermo Fisher Scientific…	0.3%	$107.50M	214.42K	-2.4%	▼ Trim	3+
261	FVD First Trust Value Line…	0.1%	$106.72M	2.21M	+2.1%	▲ Add	3+
262	ASML ASML Holding N.V.	0.4%	$106.54M	53.55K	-14.1%	▼ Trim	3+
263	UNH UnitedHealth Group…	0.2%	$106.22M	255.57K	+0.7%	▲ Add	3+
264	ABBV AbbVie Inc.	0.8%	$105.40M	418.84K	-2.9%	▼ Trim	3+
265	JBHT J.B. Hunt Transport…	0.2%	$104.81M	362.14K	-7.5%	▼ Trim	3+
266	JBHT J.B. Hunt Transport…	0.2%	$103.65M	358.12K	-7.5%	▼ Trim	3+
267	SPSM State Street SPDR Portfolio…	0.1%	$103.22M	1.79M	+72.5%	▲ Add	3+
268	GS The Goldman Sachs Group…	0.3%	$102.88M	101.73K	+1.9%	▲ Add	3+
269	VO Vanguard Morningstar…	0.2%	$102.48M	1.27M	+0.7% ✂	▲ Add	3+
270	NKE NIKE, Inc.	0.1%	$101.65M	2.48M	+26.4%	▲ Add	3+
271	LNG Cheniere Energy, Inc.	0.1%	$101.51M	424.67K	+13.0%	▲ Add	3+
272	CMCSA Comcast Corporation	0.1%	$101.37M	4.13M	+11.5%	▲ Add	3+
273	ADI Analog Devices, Inc.	0.3%	$100.81M	253.81K	-5.3%	▼ Trim	3+
274	BR Broadridge Financial…	0.2%	$100.59M	734.52K	+1.0%	▲ Add	3+
275	BMY Bristol-Myers Squibb Company	0.1%	$100.54M	1.74M	-1.5%	▼ Trim	3+
276	LIN Linde plc	0.2%	$99.32M	191.40K	-1.2%	▼ Trim	3+
277	SHEL Shell plc	0.1%	$99.18M	1.28M	+1.4%	▲ Add	3+
278	STLD Steel Dynamics, Inc.	0.1%	$98.56M	429.52K	-8.6%	▼ Trim	3+
279	XLV State Street Health Care…	0.1%	$98.46M	620.55K	-7.4%	▼ Trim	3+
280	UNP Union Pacific Corporation	0.5%	$97.15M	357.16K	-2.6%	▼ Trim	3+
281	SGOV iShares 0-3 Month Treasury…	0.1%	$96.47M	958.29K	+40.8%	▲ Add	3+
282	AAPL Apple Inc.	2.7%	$96.47M	333.38K	-0.3%	▼ Trim	3+
283	XLI State Street Industrial…	0.1%	$96.42M	520.56K	+29.2%	▲ Add	3+
284	FAST Fastenal Company	0.1%	$96.17M	2.00M	-3.0%	▼ Trim	3+
285	EWJ iShares MSCI Japan ETF	0.1%	$96.06M	1.03M	-10.4%	▼ Trim	3+
286	URI United Rentals, Inc.	0.1%	$95.70M	84.43K	+0.6%	▲ Add	3+
287	INTC Intel Corp.	0.1%	$95.53M	684.15K	-22.7%	▼ Trim	3+
288	CASY Casey's General Stores, Inc.	0.1%	$95.31M	119.87K	-12.4%	▼ Trim	3+
289	VEA Vanguard FTSE Developed…	0.5%	$94.95M	1.33M	+3.7%	▲ Add	3+
290	DOW Dow Inc.	0.1%	$94.74M	3.46M	-2.8%	▼ Trim	3+
291	LRCX Lam Research Corporation	0.3%	$94.47M	218.01K	+4.8%	▲ Add	3+
292	BR Broadridge Financial…	0.2%	$94.23M	687.98K	+1.0%	▲ Add	3+
293	APD Air Products and Chemicals…	0.1%	$93.75M	319.73K	-71.4%	▼ Trim	3+
294	LOW Lowe's Companies, Inc.	0.1%	$93.54M	424.23K	+2.2%	▲ Add	3+
295	JPST JPMorgan Ultra-Short Income…	0.1%	$93.53M	1.85M	+16.6%	▲ Add	3+
296	SNA Snap-on Incorporated	0.1%	$92.53M	229.94K	-7.9%	▼ Trim	3+
297	CRDO Credo Technology Group…	0.1%	$92.42M	339.84K	-4.6%	▼ Trim	3+
298	SPY State Street SPDR S&P 500…	1.0%	$91.98M	123.18K	-2.7%	▼ Trim	3+
299	SPHQ Invesco S&P 500 Quality ETF	0.1%	$91.87M	1.02M	+9.4%	▲ Add	3+
300	WMT Walmart Inc.	0.3%	$91.22M	805.43K	-2.1%	▼ Trim	3+
301	DUK Duke Energy Corporation	0.1%	$89.68M	708.46K	+3.0%	▲ Add	3+
302	TROW T. Rowe Price Group, Inc.	0.1%	$89.24M	784.96K	+9.6%	▲ Add	3+
303	MNST Monster Beverage Corporation	0.1%	$88.92M	925.09K	-1.8%	▼ Trim	3+
304	PULS PGIM Ultra Short Bond ETF	0.1%	$88.42M	1.78M	-0.5%	▼ Trim	3+
305	SDY State Street SPDR S&P…	0.1%	$88.37M	580.69K	+26.2%	▲ Add	3+
306	PEP PepsiCo, Inc.	0.7%	$88.21M	651.46K	-1.6%	▼ Trim	3+
307	GE GE Aerospace	0.3%	$87.83M	235.01K	+35.8%	▲ Add	3+
308	RACE Ferrari N.V.	0.1%	$87.50M	235.02K	+1307.7%	▲ Add	3+
309	PRU Prudential Financial, Inc.	0.1%	$87.46M	810.31K	+0.1%	▲ Add	3+
310	BLK BlackRock, Inc.	0.1%	$87.41M	90.86K	+5.8%	▲ Add	3+
311	JAAA Janus Henderson AAA CLO ETF	0.1%	$87.31M	1.73M	+15.8%	▲ Add	3+
312	XLU State Street Utilities…	0.1%	$87.11M	1.92M	-17.5%	▼ Trim	3+
313	MGK Vanguard Morningstar Mega…	0.1%	$86.96M	989.16K	+3.8% ✂	▲ Add	3+
314	AMAT Applied Materials, Inc.	0.4%	$86.44M	119.56K	-3.6%	▼ Trim	3+
315	FTNT Fortinet, Inc.	0.1%	$86.33M	561.96K	-1.4%	▼ Trim	3+
316	SBUX Starbucks Corporation	0.1%	$85.92M	840.74K	-12.8%	▼ Trim	3+
317	JEPQ JPMorgan Nasdaq Equity…	0.1%	$85.70M	1.39M	+8.2%	▲ Add	3+
318	IWD iShares Russell 1000 Value…	0.4%	$85.58M	353.01K	+24.3%	▲ Add	3+
319	MINT PIMCO Enhanced Short…	0.1%	$85.52M	848.28K	+7.1%	▲ Add	3+
320	IEUR iShares Core MSCI Europe ETF	0.1%	$83.95M	1.12M	+6.5%	▲ Add	3+
321	VWO Vanguard FTSE Emerging…	0.3%	$83.90M	1.41M	-13.5%	▼ Trim	3+
322	PLTR Palantir Technologies Inc.	0.1%	$83.83M	718.54K	-12.8%	▼ Trim	3+
323	GVI iShares Intermediate…	0.1%	$83.33M	785.43K	-11.8%	▼ Trim	3+
324	GVI iShares Intermediate…	0.1%	$83.29M	785.01K	-11.8%	▼ Trim	3+
325	AXP American Express Company	0.2%	$83.08M	245.61K	+11.2%	▲ Add	3+
326	MU Micron Technology, Inc.	0.3%	$82.85M	71.77K	+18.2%	▲ Add	3+
327	TM Toyota Motor Corporation	0.1%	$82.79M	491.55K	+8.6%	▲ Add	3+
328	DIA State Street SPDR Dow Jones…	0.1%	$82.70M	158.28K	-14.2%	▼ Trim	3+
329	VLO Valero Energy Corporation	0.1%	$82.18M	315.55K	-7.6%	▼ Trim	3+
330	SPTL State Street SPDR Portfolio…	0.1%	$81.91M	3.12M	-10.7%	▼ Trim	3+
331	BRK-B Berkshire Hathaway Inc.	0.3%	$81.79M	163.44K	-9.0%	▼ Trim	3+
332	VXUS Vanguard Total…	0.1%	$81.76M	956.42K	-2.4%	▼ Trim	3+
333	COWZ Pacer US Cash Cows 100 ETF	0.1%	$81.29M	1.31M	+2.2%	▲ Add	3+
334	EPD Enterprise Products…	0.1%	$81.27M	2.21M	-0.7%	▼ Trim	3+
335	GD General Dynamics Corporation	0.1%	$81.14M	229.00K	+2.6%	▲ Add	3+
336	AWK American Water Works…	0.1%	$81.12M	616.52K	+2.1%	▲ Add	3+
337	SMH VanEck Semiconductor ETF	0.1%	$80.94M	123.36K	-10.1%	▼ Trim	3+
338	QUAL iShares MSCI USA Quality…	0.1%	$80.72M	367.85K	-72.5%	▼ Trim	3+
339	SO The Southern Company	0.1%	$80.58M	841.90K	+1.1%	▲ Add	3+
340	IGIB iShares 5-10 Year…	0.1%	$79.92M	1.50M	+0.5%	▲ Add	3+
341	RTX RTX Corporation	0.3%	$79.81M	420.64K	+3.8%	▲ Add	3+
342	CNI Canadian National Railway…	0.1%	$78.83M	661.07K	-2.2%	▼ Trim	3+
343	BAI iShares A.I. Innovation and…	0.1%	$78.65M	1.49M	-11.7%	▼ Trim	3+
344	VRT Vertiv Holdings Co	0.2%	$78.40M	234.15K	-0.8%	▼ Trim	3+
345	TSLA Tesla, Inc.	0.3%	$78.24M	186.03K	-0.3%	▼ Trim	3+
346	ILMN Illumina, Inc.	0.1%	$78.07M	444.00K	-6.0%	▼ Trim	3+
347	TJX The TJX Companies, Inc.	0.4%	$77.93M	514.38K	-1.0%	▼ Trim	3+
348	MDLZ Mondelez International, Inc.	0.1%	$77.78M	1.34M	+0.1%	▲ Add	3+
349	PLD Prologis, Inc.	0.2%	$77.35M	570.97K	+4.2%	▲ Add	3+
350	GDX VanEck Gold Miners ETF	0.1%	$77.26M	1.02M	+1.6%	▲ Add	3+
351	OKE ONEOK, Inc.	0.1%	$76.34M	878.05K	+2.3%	▲ Add	3+
352	VBR Vanguard Morningstar…	0.1%	$76.08M	313.08K	-1.1%	▼ Trim	3+
353	RDVI FT Vest Rising Dividend…	0.1%	$75.85M	2.58M	+5.1%	▲ Add	3+
354	EMR Emerson Electric Co.	0.1%	$75.76M	529.16K	+2.0%	▲ Add	3+
355	ORLY O'Reilly Automotive, Inc.	0.2%	$75.39M	818.68K	-3.6%	▼ Trim	3+
356	CVX Chevron Corporation	0.4%	$75.04M	452.71K	-1.0%	▼ Trim	3+
357	LQD iShares iBoxx $ Investment…	0.1%	$74.99M	687.52K	+2.9%	▲ Add	3+
358	CLX The Clorox Company	0.1%	$74.96M	785.41K	+17.7%	▲ Add	3+
359	SCHG Schwab U.S. Large-Cap…	0.1%	$74.66M	2.21M	+5.7%	▲ Add	3+
360	PG The Procter & Gamble Company	0.6%	$74.61M	508.77K	+0.8%	▲ Add	3+
361	PNC The PNC Financial Services…	0.1%	$74.50M	302.54K	-1.9%	▼ Trim	3+
362	DHR Danaher Corporation	0.1%	$74.05M	388.76K	-6.6%	▼ Trim	3+
363	EFA iShares MSCI EAFE ETF	0.1%	$74.01M	712.47K	-2.4%	▼ Trim	3+
364	VGK Vanguard FTSE Europe ETF	0.1%	$73.71M	832.55K	-6.3%	▼ Trim	3+
365	O Realty Income Corporation	0.1%	$73.35M	1.18M	+6.1%	▲ Add	3+
366	VCSH Vanguard Short-Term…	0.1%	$73.22M	926.45K	+18.2%	▲ Add	3+
367	SPGI S&P Global Inc.	0.2%	$72.97M	179.17K	-8.8%	▼ Trim	3+
368	AMGN Amgen Inc.	0.5%	$72.92M	201.36K	-0.4%	▼ Trim	3+
369	AIRR First Trust RBA American…	0.1%	$72.91M	547.15K	+20.2%	▲ Add	3+
370	CNI Canadian National Railway…	0.1%	$72.77M	610.28K	-2.2%	▼ Trim	3+
371	TCAF T. Rowe Price Capital…	0.1%	$72.30M	1.76M	+22.1%	▲ Add	3+
372	DIS The Walt Disney Company	0.1%	$72.20M	750.09K	+0.7%	▲ Add	3+
373	MPWR Monolithic Power Systems…	0.1%	$72.14M	52.17K	-15.4%	▼ Trim	3+
374	AGG iShares Core U.S. Aggregate…	0.6%	$71.71M	724.50K	+0.3%	▲ Add	3+
375	FTSM First Trust Enhanced Short…	0.1%	$71.48M	1.20M	+0.9%	▲ Add	3+
376	COP ConocoPhillips	0.1%	$71.40M	686.80K	-7.2%	▼ Trim	3+
377	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$70.66M	1.40M	+6.3%	▲ Add	3+
378	GPC Genuine Parts Company	0.1%	$70.63M	598.63K	-0.2%	▼ Trim	3+
379	FCX Freeport-McMoRan Inc.	0.1%	$70.03M	1.11M	-11.8%	▼ Trim	3+
380	PKG Packaging Corporation of…	0.1%	$69.89M	293.33K	-1.3%	▼ Trim	3+
381	AZN AstraZeneca PLC	0.1%	$69.75M	367.82K	-2.0%	▼ Trim	3+
382	FTCS First Trust Capital…	0.1%	$69.30M	737.86K	-0.9%	▼ Trim	3+
383	SWK Stanley Black & Decker, Inc.	0.1%	$69.30M	736.27K	+0.5%	▲ Add	3+
384	FDX FedEx Corporation	0.1%	$68.85M	219.87K	-21.3% ✂	▼ Trim	3+
385	EFG iShares MSCI EAFE Growth ETF	0.1%	$68.68M	551.99K	+8.7%	▲ Add	3+
386	XLG Invesco S&P 500 Top 50 ETF	0.1%	$68.21M	1.11M	+11.5%	▲ Add	3+
387	CASY Casey's General Stores, Inc.	0.1%	$68.03M	85.60K	-12.4%	▼ Trim	3+
388	WDC Western Digital Corporation	0.1%	$67.87M	106.26K	-32.5%	▼ Trim	3+
389	ET Energy Transfer LP	0.1%	$67.66M	3.54M	-1.8%	▼ Trim	3+
390	BE Bloom Energy Corporation	0.1%	$67.52M	223.07K	+10.6%	▲ Add	3+
391	COF Capital One Financial…	0.1%	$67.30M	335.47K	+3.0%	▲ Add	3+
392	VRTX Vertex Pharmaceuticals…	0.1%	$66.87M	134.62K	+0.7%	▲ Add	3+
393	ISRG Intuitive Surgical, Inc.	0.2%	$66.65M	167.61K	+8.1%	▲ Add	3+
394	CGXU Capital Group International…	0.1%	$66.17M	1.91M	+9.3%	▲ Add	3+
395	CIBR First Trust Nasdaq…	0.1%	$65.31M	726.79K	+1.5%	▲ Add	3+
396	EMN Eastman Chemical Company	0.1%	$65.26M	974.37K	-1.0%	▼ Trim	3+
397	BRK-A Berkshire Hathaway Inc.	0.1%	$65.15M	87	0.0%	Held	3+
398	GRID First Trust NASDAQ Clean…	0.1%	$64.71M	337.35K	+22.4%	▲ Add	3+
399	IWF iShares Russell 1000 Growth…	0.5%	$64.52M	519.57K	-7.8% ✂	▼ Trim	3+
400	MA Mastercard Incorporated	0.3%	$64.45M	125.49K	-4.5%	▼ Trim	3+
401	EPD Enterprise Products…	0.1%	$64.30M	1.75M	-0.7%	▼ Trim	3+
402	EQR Equity Residential	0.1%	$64.20M	945.10K	-0.3%	▼ Trim	3+
403	NVDA NVIDIA Corporation	2.8%	$63.77M	318.70K	-0.3%	▼ Trim	3+
404	SYK Stryker Corporation	0.1%	$63.74M	202.46K	-9.9%	▼ Trim	3+
405	FAST Fastenal Company	0.1%	$63.71M	1.33M	-3.0%	▼ Trim	3+
406	SCHD Schwab U.S. Dividend Equity…	0.1%	$63.59M	2.01M	+0.8%	▲ Add	3+
407	T AT&T Inc.	0.1%	$63.57M	3.07M	+1.4%	▲ Add	3+
408	MBB iShares MBS ETF	0.3%	$63.50M	671.84K	+0.9%	▲ Add	3+
409	APH Amphenol Corporation	0.6%	$63.31M	359.06K	+1.5%	▲ Add	3+
410	TMUS T-Mobile US, Inc.	0.1%	$63.30M	377.39K	+5.9%	▲ Add	3+
411	MTB M&T Bank Corporation	0.1%	$63.22M	265.62K	-1.3%	▼ Trim	3+
412	SOXX iShares Semiconductor ETF	0.1%	$62.65M	97.77K	+0.9%	▲ Add	3+
413	NVO Novo Nordisk A/S	0.1%	$62.49M	1.30M	+29.3%	▲ Add	3+
414	ROK Rockwell Automation, Inc.	0.1%	$62.08M	125.40K	+5.5%	▲ Add	3+
415	CGUS Capital Group Core Equity…	0.1%	$62.08M	1.40M	+15.5%	▲ Add	3+
416	PKG Packaging Corporation of…	0.1%	$61.99M	260.17K	-1.3%	▼ Trim	3+
417	LVHI Franklin International Low…	0.1%	$61.99M	1.53M	+3.7%	▲ Add	3+
418	IWB iShares Russell 1000 ETF	0.1%	$61.93M	151.23K	+8.7%	▲ Add	3+
419	XMMO Invesco S&P MidCap Momentum…	0.1%	$61.92M	363.93K	+2.6%	▲ Add	3+
420	WELL Welltower Inc.	0.1%	$61.90M	272.72K	+13.9%	▲ Add	3+
421	CGCP Capital Group Core Plus…	0.1%	$61.02M	2.74M	+13.1%	▲ Add	3+
422	WT WisdomTree, Inc.	0.2%	$60.95M	1.21M	+7.7%	▲ Add	3+
423	BKR Baker Hughes Company	0.1%	$60.76M	1.09M	-4.6%	▼ Trim	3+
424	MSFT Microsoft Corporation	2.0%	$60.52M	162.23K	-3.5%	▼ Trim	3+
425	SHW The Sherwin-Williams Company	0.1%	$60.14M	174.62K	-2.9%	▼ Trim	3+
426	MGV Vanguard Morningstar Mega…	0.1%	$60.09M	367.67K	+4.9%	▲ Add	3+
427	SPGI S&P Global Inc.	0.2%	$60.08M	147.51K	-8.8%	▼ Trim	3+
428	FEOE RBB FUND TRUST	0.1%	$59.63M	1.12M	+12.4%	▲ Add	3+
429	CGMS Capital Group U.S.…	0.1%	$59.34M	2.17M	+15.3%	▲ Add	3+
430	CGBL Capital Group Core Balanced…	0.0%	$59.31M	1.56M	+23.3%	▲ Add	3+
431	KMI Kinder Morgan, Inc.	0.1%	$58.94M	1.84M	+1.4%	▲ Add	3+
432	VUG Vanguard Morningstar Growth…	0.3%	$58.47M	678.80K	+1.7% ✂	▲ Add	3+
433	MPLX MPLX Lp	0.1%	$58.37M	1.04M	-1.8%	▼ Trim	3+
434	SHLD Global X - Defense Tech ETF	0.0%	$58.09M	972.80K	+68.2%	▲ Add	3+
435	SPG Simon Property Group, Inc.	0.1%	$58.04M	259.50K	-0.6%	▼ Trim	3+
436	FDL First Trust Morningstar…	0.0%	$57.98M	1.19M	-1.8%	▼ Trim	3+
437	SCHW The Charles Schwab…	0.1%	$57.90M	627.48K	-3.0%	▼ Trim	3+
438	FLXR TCW Flexible Income ETF	0.0%	$57.56M	1.47M	+24.4%	▲ Add	3+
439	ET Energy Transfer LP	0.1%	$57.33M	3.00M	-1.8%	▼ Trim	3+
440	EFV iShares MSCI EAFE Value ETF	0.0%	$56.46M	737.58K	-39.8%	▼ Trim	3+
441	XLC State Street Communication…	0.1%	$56.44M	526.78K	-13.7%	▼ Trim	3+
442	DE Deere & Company	0.2%	$56.17M	88.55K	+4.1%	▲ Add	3+
443	HSY The Hershey Company	0.2%	$56.15M	320.04K	+2.0%	▲ Add	3+
444	FTCB First Trust Core Investment…	0.0%	$55.81M	2.68M	+9.8%	▲ Add	3+
445	MUB iShares National Muni Bond…	0.1%	$55.81M	518.55K	+1.9%	▲ Add	3+
446	COHR Coherent, Inc.	0.0%	$55.77M	141.38K	+6.7%	▲ Add	3+
447	CGMU Capital Group Municipal…	0.1%	$55.05M	2.00M	+6.5%	▲ Add	3+
448	ECL Ecolab Inc.	0.1%	$54.80M	196.68K	+9.8%	▲ Add	3+
449	LECO Lincoln Electric Holdings…	0.1%	$54.52M	205.33K	-2.3%	▼ Trim	3+
450	BKDV BNY Mellon Dynamic Value ETF	0.0%	$54.42M	1.63M	+3.1%	▲ Add	3+
451	CVS CVS Health Corp.	0.1%	$53.85M	520.55K	-10.9%	▼ Trim	3+
452	ROL Rollins, Inc.	0.1%	$53.79M	1.29M	-0.6%	▼ Trim	3+
453	HWM Howmet Aerospace Inc.	0.1%	$53.77M	199.99K	+4.3%	▲ Add	3+
454	IYW iShares U.S. Technology ETF	0.0%	$53.60M	212.51K	-5.2%	▼ Trim	3+
455	AGG iShares Core U.S. Aggregate…	0.6%	$53.16M	537.12K	+0.3%	▲ Add	3+
456	ITA iShares U.S. Aerospace &…	0.0%	$53.00M	218.61K	+1.4%	▲ Add	3+
457	VNQ Vanguard Real Estate ETF	0.1%	$52.99M	549.47K	+3.9%	▲ Add	3+
458	BTI British American Tobacco…	0.0%	$52.94M	857.12K	-0.9%	▼ Trim	3+
459	JGRO JPMorgan Active Growth ETF	0.0%	$52.51M	532.64K	+2.0%	▲ Add	3+
460	BBY Best Buy Co., Inc.	0.0%	$52.33M	689.69K	-0.8%	▼ Trim	3+
461	XLK State Street Technology…	0.3%	$52.33M	274.65K	+5.8%	▲ Add	3+
462	AGZ ISHARES TR	0.0%	$52.16M	477.29K	+7.1%	▲ Add	3+
463	AZN AstraZeneca PLC	0.1%	$52.03M	274.37K	-2.0%	▼ Trim	3+
464	LECO Lincoln Electric Holdings…	0.1%	$51.79M	195.07K	-2.3%	▼ Trim	3+
465	USMV iShares MSCI USA Min Vol…	0.0%	$51.68M	535.72K	-9.3%	▼ Trim	3+
466	AMT American Tower Corporation	0.1%	$51.44M	314.43K	+2.3%	▲ Add	3+
467	AMLP Alerian MLP ETF	0.0%	$51.10M	985.61K	-3.0%	▼ Trim	3+
468	FLEX Flex Ltd.	0.0%	$50.96M	314.45K	-16.4%	▼ Trim	3+
469	VLO Valero Energy Corporation	0.1%	$50.90M	195.44K	-7.6%	▼ Trim	3+
470	CGGO Capital Group Global Growth…	0.0%	$50.58M	1.19M	+15.8%	▲ Add	3+
471	ADBE Adobe Inc.	0.2%	$50.36M	245.62K	+4.7%	▲ Add	3+
472	XLY State Street Consumer…	0.1%	$50.35M	429.34K	-20.1%	▼ Trim	3+
473	EBAY eBay Inc.	0.1%	$50.17M	448.91K	-5.7%	▼ Trim	3+
474	EFA iShares MSCI EAFE ETF	0.1%	$50.16M	482.91K	-2.4%	▼ Trim	3+
475	IPAC iShares Core MSCI Pacific…	0.0%	$49.99M	610.10K	+1.2%	▲ Add	3+
476	GOVT iShares U.S. Treasury Bond…	0.1%	$49.95M	2.19M	+12.6%	▲ Add	3+
477	PYLD PIMCO Multisector Bond…	0.0%	$49.49M	1.87M	+17.7%	▲ Add	3+
478	MCK McKesson Corporation	0.0%	$49.12M	65.01K	-3.0%	▼ Trim	3+
479	SPGI S&P Global Inc.	0.2%	$48.99M	120.28K	-8.8%	▼ Trim	3+
480	TLT iShares 20+ Year Treasury…	0.2%	$48.89M	565.70K	+1.3%	▲ Add	3+
481	HEI-A HEICO Corporation	0.1%	$48.74M	188.99K	+2.4%	▲ Add	3+
482	DIVO Amplify CWP Enhanced…	0.0%	$48.60M	1.06M	+18.6%	▲ Add	3+
483	WT WisdomTree, Inc.	0.2%	$48.45M	506.72K	+7.7%	▲ Add	3+
484	TTE TotalEnergies SE	0.0%	$48.42M	622.62K	-11.0%	▼ Trim	3+
485	CEG Constellation Energy…	0.0%	$48.10M	193.63K	+10.9%	▲ Add	3+
486	EOG EOG Resources, Inc.	0.0%	$47.91M	369.33K	-2.8%	▼ Trim	3+
487	GOOGL Alphabet Inc.	1.7%	$47.89M	134.00K	-1.8%	▼ Trim	3+
488	CAH Cardinal Health, Inc.	0.0%	$47.76M	201.03K	-0.4%	▼ Trim	3+
489	JCI Johnson Controls…	0.0%	$47.31M	323.79K	+1.4%	▲ Add	3+
490	IBKR Interactive Brokers Group…	0.0%	$47.20M	542.29K	-3.2%	▼ Trim	3+
491	NEM Newmont Corporation	0.0%	$47.19M	505.20K	-7.2%	▼ Trim	3+
492	UL Unilever PLC	0.0%	$47.03M	782.26K	+0.8%	▲ Add	3+
493	ALAB Astera Labs, Inc. Common…	0.0%	$46.82M	96.94K	-27.3%	▼ Trim	3+
494	NOW ServiceNow, Inc.	0.2%	$46.73M	470.69K	+12.2%	▲ Add	3+
495	SHW The Sherwin-Williams Company	0.1%	$46.63M	135.43K	-2.9%	▼ Trim	3+
496	ARCC Ares Capital Corporation	0.0%	$46.49M	2.51M	+0.1%	▲ Add	3+
497	AMZN Amazon.com, Inc.	1.7%	$46.07M	193.31K	+2.2%	▲ Add	3+
498	IGM iShares Expanded Tech…	0.0%	$46.03M	281.37K	-2.0%	▼ Trim	3+
499	NVS Novartis AG	0.0%	$45.96M	293.23K	+4.0%	▲ Add	3+
500	SHV iShares Trust iShares 0-1…	0.1%	$45.89M	415.90K	-24.0%	▼ Trim	3+

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

증권	주식 수	이전	변동	가치	비중
HONA Honeywell Aerospace Inc	931.04K	—	신규	$205.83M	0.2%
SPCX Space Exploration…	206.76K	—	신규	$35.33M	0.0%
CORO iShares International…	962.91K	—	신규	$35.24M	0.0%
IALT iShares Systematic…	1.06M	—	신규	$29.81M	0.0%
GGOV iShares Global…	500.93K	—	신규	$25.19M	0.0%
FDXF FedEx Freight Holding…	107.85K	—	신규	$16.28M	0.0%
TRI Thomson Reuters…	153.72K	—	신규	$12.55M	0.0%
XPEL XPEL, Inc.	167.65K	—	신규	$8.32M	0.0%
IDGT	40.27K	—	신규	$4.82M	0.0%
FLYW Flywire Corp	258.63K	—	신규	$4.54M	0.0%
CIGI Colliers International…	36.29K	—	신규	$3.40M	0.0%
RVNU	131.15K	—	신규	$3.32M	0.0%
PWRL	223.80K	—	신규	$3.29M	0.0%
SARO StandardAero, Inc.	102.88K	—	신규	$3.08M	0.0%
PSUS	81.15K	—	신규	$3.03M	0.0%
ALGM Allegro MicroSystems…	42.04K	—	신규	$2.93M	0.0%
CGAU Centerra Gold Inc.	181.46K	—	신규	$2.88M	0.0%
EMKT	81.37K	—	신규	$2.62M	0.0%
RVMD Revolution Medicines…	13.41K	—	신규	$2.51M	0.0%
PLXS Plexus Corp.	8.01K	—	신규	$2.41M	0.0%
PEY	91.62K	—	신규	$2.12M	0.0%
MAIR Madison Air Solutions…	53.09K	—	신규	$2.07M	0.0%
AFMC	49.38K	—	신규	$2.02M	0.0%
GQI	33.15K	—	신규	$1.96M	0.0%
LOAR Loar Holdings Inc.	22.38K	—	신규	$1.80M	0.0%
BEDY	57.74K	—	신규	$1.68M	0.0%
AGIX	35.16K	—	신규	$1.65M	0.0%
MAX MediaAlpha, Inc.	126.17K	—	신규	$1.59M	0.0%
CBRS Cerebras Systems Inc.	7.12K	—	신규	$1.57M	0.0%
EWW iShares MSCI Mexico ETF	20.77K	—	신규	$1.56M	0.0%
TDOC Teladoc Health, Inc.	182.76K	—	신규	$1.55M	0.0%
ATEN A10 Networks, Inc.	40.37K	—	신규	$1.51M	0.0%
OII Oceaneering…	35.21K	—	신규	$1.43M	0.0%
HNGE Hinge Health, Inc.	16.73K	—	신규	$1.39M	0.0%
WLFC Willis Lease Finance…	5.79K	—	신규	$1.32M	0.0%
TLRY Tilray Brands, Inc.	290.86K	—	신규	$1.31M	0.0%
CDNL	12.86K	—	신규	$1.21M	0.0%
ABM ABM Industries Inc.	27.31K	—	신규	$1.21M	0.0%
NASA	39.06K	—	신규	$1.19M	0.0%
DIOD Diodes Incorporated	10.31K	—	신규	$1.13M	0.0%
FPS Forgent Power…	20.14K	—	신규	$1.13M	0.0%
ELMT	54.70K	—	신규	$1.08M	0.0%
JGLO JPMorgan Global Select…	14.76K	—	신규	$1.05M	0.0%
KRYS Krystal Biotech, Inc.	2.80K	—	신규	$1.04M	0.0%
FER.MC Ferrovial SE	14.84K	—	신규	$1.02M	0.0%
DDD	336.73K	—	신규	$1.02M	0.0%
UCB United Community Banks…	28.26K	—	신규	$991,571	0.0%
VFVA	6.30K	—	신규	$935,407	0.0%
AVES	13.79K	—	신규	$904,689	0.0%
MGNR	18.45K	—	신규	$895,607	0.0%
XPRO Expro Group Holdings…	53.36K	—	신규	$788,186	0.0%
FSCC	19.78K	—	신규	$738,425	0.0%
SKM SK Telecom Co.,Ltd	22.59K	—	신규	$726,337	0.0%
NBN	5.36K	—	신규	$710,229	0.0%
BOX Box, Inc.	26.24K	—	신규	$696,387	0.0%
LTM LATAM Airlines Group…	11.59K	—	신규	$675,525	0.0%
ERIC Telefonaktiebolaget LM…	57.98K	—	신규	$646,533	0.0%
FWD Alliance Bernstein - AB…	4.34K	—	신규	$643,581	0.0%
ETHA iShares Ethereum Trust…	53.85K	—	신규	$640,270	0.0%
INFQ Infleqtion Inc	47.41K	—	신규	$631,568	0.0%
UGP	116.88K	—	신규	$586,758	0.0%
ANDG	15.44K	—	신규	$582,510	0.0%
PMMF	5.66K	—	신규	$568,056	0.0%
STUB StubHub Holdings, Inc.	43.77K	—	신규	$563,307	0.0%
AEO American Eagle…	31.42K	—	신규	$540,389	0.0%
XONE	10.62K	—	신규	$524,161	0.0%
AVGE	5.18K	—	신규	$513,378	0.0%
KF	6.80K	—	신규	$511,316	0.0%
CUZ Cousins Properties…	16.79K	—	신규	$503,222	0.0%
TNET TriNet Group, Inc.	9.79K	—	신규	$484,305	0.0%
MGRC McGrath RentCorp	3.96K	—	신규	$479,042	0.0%
ERO Ero Copper Corp.	16.86K	—	신규	$451,040	0.0%
NOMD Nomad Foods Limited	40.74K	—	신규	$446,113	0.0%
FSEA	26.00K	—	신규	$438,360	0.0%
EVIM	8.00K	—	신규	$426,120	0.0%
DNTH Dianthus Therapeutics…	4.35K	—	신규	$424,420	0.0%
ALKS Alkermes plc	8.03K	—	신규	$420,944	0.0%
HELE Helen of Troy Limited	14.48K	—	신규	$420,933	0.0%
FITE	3.72K	—	신규	$418,465	0.0%
AMSC American Superconductor…	9.99K	—	신규	$414,600	0.0%
HCC Warrior Met Coal, Inc.	4.96K	—	신규	$402,275	0.0%
VECO Veeco Instruments Inc.	5.04K	—	신규	$382,411	0.0%
CGHY	15.08K	—	신규	$382,028	0.0%
CNRG	3.33K	—	신규	$377,075	0.0%
ASHR Xtrackers Harvest CSI…	10.19K	—	신규	$373,565	0.0%
KOD Kodiak Sciences Inc.	9.48K	—	신규	$369,193	0.0%
AROW	8.99K	—	신규	$368,541	0.0%
ROE	8.52K	—	신규	$363,292	0.0%
LAUR Laureate Education, Inc.	9.95K	—	신규	$361,424	0.0%
AIPO	10.72K	—	신규	$358,291	0.0%
CHCT Community Healthcare…	19.60K	—	신규	$358,274	0.0%
MIRM Mirum Pharmaceuticals…	3.05K	—	신규	$357,182	0.0%
CRUX Columbia Core Bond ETF	11.86K	—	신규	$355,593	0.0%
AIS	4.05K	—	신규	$345,591	0.0%
ADPT Adaptive…	15.92K	—	신규	$341,570	0.0%
SOXQ	2.83K	—	신규	$317,867	0.0%
AXGN AxoGen, Inc.	6.88K	—	신규	$317,745	0.0%
RBCAA Republic Bancorp, Inc.	3.41K	—	신규	$308,719	0.0%
ZONE	360.00K	—	신규	$295,200	0.0%
CLB	25.09K	—	신규	$292,327	0.0%
MUST	14.02K	—	신규	$291,678	0.0%
RVTY Revvity, Inc.	2.62K	—	신규	$291,167	0.0%
AAT American Assets Trust…	11.58K	—	신규	$286,008	0.0%
FPAG	7.12K	—	신규	$285,705	0.0%
KMDA Kamada Ltd.	38.40K	—	신규	$281,848	0.0%
JFLX	5.58K	—	신규	$280,980	0.0%
BBWI Bath & Body Works, Inc.	12.09K	—	신규	$279,705	0.0%
SHAK Shake Shack Inc.	4.93K	—	신규	$276,010	0.0%
THNQ	2.94K	—	신규	$268,339	0.0%
HFXI NYLI FTSE International…	7.03K	—	신규	$267,585	0.0%
SYRE Spyre Therapeutics, Inc.	3.01K	—	신규	$267,316	0.0%
TEX Terex Corporation	3.69K	—	신규	$266,922	0.0%
HCI HCI Group, Inc.	1.51K	—	신규	$265,220	0.0%
SCOP	22.84K	—	신규	$260,045	0.0%
RXO RXO, Inc.	9.23K	—	신규	$254,602	0.0%
BCH	6.23K	—	신규	$247,545	0.0%
EYLD	5.44K	—	신규	$247,167	0.0%
QDF FlexShares Quality…	2.74K	—	신규	$246,290	0.0%
HYXF	5.16K	—	신규	$241,146	0.0%
ORN	13.98K	—	신규	$235,225	0.0%

증권	주식 수	이전	변동	가치	비중	연속 기록
AMZN Amazon.com, Inc.	8.45M	8.26M	+2.2%	$2.01B	1.7%
AVGO Broadcom Inc.	4.51M	4.49M	+0.4%	$1.70B	1.4%
JPM JPMorgan Chase & Co.	3.87M	3.85M	+0.4%	$1.27B	1.1%
GOOG Alphabet Inc.	3.44M	3.38M	+1.7%	$1.22B	1.0%	●●○○○○
VOO Vanguard S&P 500 ETF	1.67M	1.58M	+5.4%	$1.15B	1.0%	●●○○○○
IVW iShares S&P 500 Growth…	8.17M	7.29M	+12.1%	$1.12B	0.9%	●●○○○○
LLY Eli Lilly and Company	786.90K	779.16K	+1.0%	$943.95M	0.8%
HD The Home Depot, Inc.	2.57M	2.50M	+2.7%	$905.83M	0.8%	●●○○○○
IVE iShares S&P 500 Value…	3.57M	3.26M	+9.4%	$809.80M	0.7%	●●○○○○
IBM International Business…	2.74M	2.68M	+2.2%	$769.56M	0.6%
AGG iShares Core U.S.…	7.34M	7.32M	+0.3%	$726.36M	0.6%
PG The Procter & Gamble…	4.62M	4.58M	+0.8%	$676.92M	0.6%	●●○○○○
IVV iShares Core S&P 500 ETF	903.15K	719.14K	+25.6%	$676.39M	0.6%	●●○○○○
APH Amphenol Corporation	3.76M	3.71M	+1.5%	$663.58M	0.6%	●●○○○○
CAT Caterpillar Inc.	591.10K	577.40K	+2.4%	$629.51M	0.5%
VEA Vanguard FTSE Developed…	8.38M	8.08M	+3.7%	$597.24M	0.5%
TSM Taiwan Semiconductor…	1.17M	1.10M	+6.2%	$559.52M	0.5%	●●○○○○
MDT Medtronic plc	6.06M	5.76M	+5.3%	$474.42M	0.4%
BIL State Street SPDR…	5.37M	4.80M	+12.0%	$492.30M	0.4%	●●○○○○
NFLX Netflix, Inc.	5.64M	5.07M	+11.2%	$402.37M	0.3%	●●○○○○
VMBS Vanguard…	10.22M	8.69M	+17.5%	$478.22M	0.4%	●●○○○○
IEMG iShares Core MSCI…	5.74M	4.95M	+15.9%	$475.41M	0.4%
IWD iShares Russell 1000…	1.82M	1.47M	+24.3%	$441.69M	0.4%
ACN Accenture plc	2.82M	2.20M	+28.1%	$350.93M	0.3%
ADP Automatic Data…	1.95M	1.83M	+6.4%	$436.65M	0.4%	●●○○○○
USIG iShares Broad USD…	8.27M	7.11M	+16.4%	$424.40M	0.4%	●●○○○○
RTX RTX Corporation	2.19M	2.11M	+3.8%	$415.67M	0.3%
HON Honeywell International…	900.11K	1.79M	+0.7% ✂	$201.54M	0.2%	●●○○○○
MU Micron Technology, Inc.	348.17K	294.63K	+18.2%	$401.93M	0.3%
VTV Vanguard Morningstar…	1.82M	1.69M	+7.5%	$396.38M	0.3%	●●○○○○
VUG Vanguard Morningstar…	4.51M	738.59K	+1.7% ✂	$388.25M	0.3%
GEV GE Vernova Inc.	322.87K	307.56K	+5.0%	$379.34M	0.3%	●●○○○○
VZ Verizon Communications…	7.75M	7.49M	+3.5%	$328.20M	0.3%	●●○○○○
VB Vanguard Morningstar…	1.19M	1.17M	+1.1%	$359.74M	0.3%
GE GE Aerospace	954.42K	702.99K	+35.8%	$356.70M	0.3%
MBB iShares MBS ETF	3.74M	3.71M	+0.9%	$353.67M	0.3%	●●○○○○
MCD McDonald's Corporation	1.19M	1.13M	+4.8%	$321.05M	0.3%
XLK State Street Technology…	1.83M	1.73M	+5.8%	$348.01M	0.3%
MS Morgan Stanley	1.65M	1.64M	+0.9%	$345.46M	0.3%	●●○○○○
TSCO Tractor Supply Company	7.44M	7.33M	+1.5%	$235.20M	0.2%
GS The Goldman Sachs…	323.81K	317.68K	+1.9%	$327.56M	0.3%	●●○○○○
CGDV Capital Group Dividend…	6.52M	6.12M	+6.6%	$321.38M	0.3%	●●○○○○
LRCX Lam Research Corporation	730.52K	697.14K	+4.8%	$316.57M	0.3%
VEU Vanguard FTSE All-World…	3.61M	3.56M	+1.2%	$301.99M	0.3%	●●○○○○
CB Chubb Limited	871.92K	819.51K	+6.4%	$297.12M	0.2%
WMB The Williams Companies…	3.91M	3.77M	+3.5%	$290.36M	0.2%	●●○○○○
ITOT iShares Core S&P Total…	1.74M	1.68M	+3.4%	$286.05M	0.2%	●●○○○○
PLD Prologis, Inc.	2.10M	2.02M	+4.2%	$284.80M	0.2%	●●○○○○
DE Deere & Company	441.31K	423.99K	+4.1%	$279.98M	0.2%
SF Stifel Financial Corp	3.89M	3.78M	+3.0%	$271.19M	0.2%	●●○○○○
VTI Vanguard Morningstar…	750.86K	738.79K	+1.6%	$277.85M	0.2%	●●○○○○
VTWO Vanguard Russell 2000…	2.27M	1.48M	+53.4%	$275.54M	0.2%	●●○○○○
PFE Pfizer Inc.	9.98M	9.77M	+2.2%	$240.33M	0.2%	●●○○○○
UNH UnitedHealth Group…	655.22K	650.76K	+0.7%	$272.35M	0.2%
AXP American Express Company	796.10K	715.95K	+11.2%	$269.31M	0.2%	●●○○○○
TGT Target Corporation	2.02M	1.99M	+1.5%	$264.38M	0.2%	●●○○○○
BX Blackstone Inc.	2.23M	1.95M	+14.3%	$262.01M	0.2%	●●○○○○
PM Philip Morris…	1.43M	1.37M	+4.5%	$259.51M	0.2%	●●○○○○
WT WisdomTree, Inc.	4.26M	3.96M	+7.7%	$258.32M	0.2%	●●○○○○
AMD Advanced Micro Devices…	444.16K	434.36K	+2.3%	$258.02M	0.2%
PH Parker-Hannifin…	263.37K	254.63K	+3.4%	$257.65M	0.2%
C Citigroup Inc.	1.84M	1.77M	+4.0%	$257.09M	0.2%	●●○○○○
PWR Quanta Services, Inc.	355.83K	350.17K	+1.6%	$256.24M	0.2%
UBER Uber Technologies, Inc.	3.54M	2.58M	+37.2%	$255.70M	0.2%
EUSA iShares MSCI USA Equal…	2.22M	2.07M	+7.2%	$253.84M	0.2%	●●○○○○
HSY The Hershey Company	1.24M	1.22M	+2.0%	$218.34M	0.2%
VIG Vanguard Dividend…	1.05M	1.04M	+1.1%	$247.58M	0.2%
MET MetLife, Inc.	2.92M	2.84M	+2.8%	$246.67M	0.2%	●●○○○○
VO Vanguard Morningstar…	2.92M	725.60K	+0.7% ✂	$235.53M	0.2%	●●○○○○
HYG iShares iBoxx $ High…	2.93M	2.73M	+7.3%	$233.93M	0.2%	●●○○○○
BR Broadridge Financial…	1.44M	1.43M	+1.0%	$197.56M	0.2%
VYM Vanguard High Dividend…	1.39M	1.38M	+1.1%	$219.81M	0.2%
ADBE Adobe Inc.	936.02K	894.42K	+4.7%	$191.90M	0.2%	●●○○○○
DGRO iShares Core Dividend…	2.87M	2.77M	+3.5%	$217.19M	0.2%	●●○○○○
RDVY First Trust Rising…	2.67M	2.55M	+4.8%	$216.79M	0.2%	●●○○○○
WFC Wells Fargo & Company	2.62M	2.59M	+1.0%	$216.59M	0.2%
RSP Invesco S&P 500 Equal…	1.02M	1.02M	0.0%	$216.44M	0.2%
NOW ServiceNow, Inc.	2.13M	1.90M	+12.2%	$211.56M	0.2%
TLT iShares 20+ Year…	2.33M	2.30M	+1.3%	$201.42M	0.2%	●●○○○○
PAYX Paychex, Inc.	2.05M	1.85M	+10.8%	$201.14M	0.2%	●●○○○○
ISRG Intuitive Surgical, Inc.	466.60K	431.69K	+8.1%	$185.55M	0.2%
IAU iShares Gold Trust	2.23M	2.23M	+0.1%	$168.14M	0.1%
EMXC iShares MSCI Emerging…	1.91M	1.51M	+26.8%	$195.66M	0.2%	●●○○○○
SPYV State Street SPDR…	3.14M	2.66M	+18.1%	$191.16M	0.2%	●●○○○○
DYNF iShares U.S. Equity…	2.77M	2.46M	+12.6%	$188.47M	0.2%
SLB Slb N.V.	4.00M	3.64M	+9.9%	$185.82M	0.2%	●●○○○○
IUSB iShares Core Universal…	3.88M	2.93M	+32.6%	$179.02M	0.1%	●●○○○○
TBIL F/m US Treasury 3 Month…	3.55M	2.38M	+48.9%	$177.06M	0.1%	●●○○○○
VONE Vanguard Russell 1000…	519.13K	488.39K	+6.3%	$175.84M	0.1%	●●○○○○
TLH iShares 10-20 Year…	1.75M	1.47M	+19.0%	$175.27M	0.1%
SHY iShares 1-3 Year…	2.13M	1.51M	+41.1%	$174.52M	0.1%	●●○○○○
SHEL Shell plc	1.90M	1.87M	+1.4%	$147.14M	0.1%	●●○○○○
IEF iShares 7-10 Year…	1.82M	1.54M	+18.1%	$171.82M	0.1%	●●○○○○
SDVY First Trust SMID Cap…	3.95M	3.95M	+0.1%	$170.33M	0.1%
ORCL Oracle Corporation	1.15M	1.13M	+2.1%	$169.17M	0.1%	●●○○○○
ANET Arista Networks, Inc.	943.24K	901.37K	+4.7%	$160.24M	0.1%	●●○○○○
VOT Vanguard Morningstar…	519.52K	513.75K	+1.1%	$159.13M	0.1%	●●○○○○
AEP American Electric Power…	1.12M	1.00M	+11.1%	$152.66M	0.1%
GLDM SPDR Gold MiniShares…	1.87M	1.43M	+30.8%	$148.27M	0.1%
BHVN Biohaven Ltd.	9.94M	9.94M	0.0%	$147.92M	0.1%	●●○○○○
STX Seagate Technology…	152.69K	132.29K	+15.4%	$147.35M	0.1%	●●○○○○
VOE Vanguard Morningstar…	739.43K	703.11K	+5.2%	$146.11M	0.1%
WEC WEC Energy Group, Inc.	1.24M	1.23M	+0.8%	$145.33M	0.1%	●●○○○○
LOW Lowe's Companies, Inc.	614.37K	600.89K	+2.2%	$135.47M	0.1%
CGGR Capital Group Growth ETF	2.91M	2.43M	+19.6%	$137.43M	0.1%	●●○○○○
XLE State Street Energy…	2.26M	2.16M	+4.9%	$120.22M	0.1%
VCSH Vanguard Short-Term…	1.64M	1.39M	+18.2%	$129.90M	0.1%	●●○○○○
KMB Kimberly-Clark…	1.16M	1.09M	+6.7%	$127.52M	0.1%	●●○○○○
PVAL Putnam Focused Large…	2.47M	2.30M	+7.5%	$125.83M	0.1%	●●○○○○
CTSH Cognizant Technology…	2.08M	2.00M	+4.1%	$80.65M	0.1%	●●○○○○
MO Altria Group, Inc.	1.71M	1.69M	+1.0%	$122.69M	0.1%	●●○○○○
BN Brookfield Corporation	2.84M	2.45M	+15.9%	$120.84M	0.1%	●●○○○○
SPSM State Street SPDR…	2.08M	1.21M	+72.5%	$119.97M	0.1%	●●○○○○
BLK BlackRock, Inc.	122.29K	115.58K	+5.8%	$117.64M	0.1%
XLI State Street Industrial…	632.44K	489.54K	+29.2%	$117.15M	0.1%	●●○○○○
EMR Emerson Electric Co.	817.40K	801.06K	+2.0%	$117.02M	0.1%
AWK American Water Works…	870.33K	852.03K	+2.1%	$114.52M	0.1%
ABNB Airbnb, Inc.	806.80K	733.75K	+10.0%	$115.45M	0.1%
MTUM iShares MSCI USA…	335.01K	332.53K	+0.8%	$114.85M	0.1%	●●○○○○
CMCSA Comcast Corporation	4.36M	3.91M	+11.5%	$107.01M	0.1%	●●○○○○

증권	주식 수	이전	변동	가치	비중	연속 기록
NVDA NVIDIA Corporation	16.52M	16.57M	-0.3%	$3.31B	2.8%	●●○○○○
AAPL Apple Inc.	11.02M	11.05M	-0.3%	$3.19B	2.7%	●●○○○○
MSFT Microsoft Corporation	6.43M	6.66M	-3.5%	$2.40B	2.0%	●●○○○○
GOOGL Alphabet Inc.	5.75M	5.85M	-1.8%	$2.05B	1.7%	●●○○○○
CSCO Cisco Systems, Inc.	12.69M	13.48M	-5.8%	$1.49B	1.2%
SPY State Street SPDR S&P…	1.58M	1.63M	-2.7%	$1.18B	1.0%	●●○○○○
JNJ Johnson & Johnson	4.45M	4.49M	-0.8%	$1.13B	0.9%	●●○○○○
V Visa Inc.	3.17M	3.28M	-3.2%	$1.09B	0.9%	●●○○○○
MRK Merck & Co., Inc.	8.17M	8.29M	-1.5%	$1.05B	0.9%	●●○○○○
IEFA iShares Core MSCI EAFE…	10.59M	11.48M	-7.8%	$1.02B	0.9%
PEP PepsiCo, Inc.	6.24M	6.34M	-1.6%	$844.88M	0.7%	●●○○○○
ABBV AbbVie Inc.	3.63M	3.73M	-2.9%	$912.25M	0.8%
META Meta Platforms, Inc.	1.23M	1.39M	-11.4%	$693.75M	0.6%	●●○○○○
TXN Texas Instruments…	2.66M	2.94M	-9.6%	$792.81M	0.7%
QQQ Invesco QQQ Trust…	1.06M	1.09M	-2.8%	$777.07M	0.6%
LMT Lockheed Martin…	1.17M	1.20M	-2.5%	$594.48M	0.5%	●●○○○○
PANW Palo Alto Networks, Inc.	2.11M	2.17M	-2.7%	$719.04M	0.6%
COST Costco Wholesale…	695.62K	702.92K	-1.0%	$650.89M	0.5%	●●○○○○
GLW Corning Inc	2.59M	2.67M	-3.2%	$660.67M	0.6%	●●○○○○
KO The Coca-Cola Company	8.10M	8.34M	-3.0%	$658.10M	0.5%	●●○○○○
CVX Chevron Corporation	3.05M	3.08M	-1.0%	$506.20M	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	2.65M	3.73M	-29.0%	$362.15M	0.3%	●●○○○○
ETN Eaton Corporation plc	1.42M	1.44M	-1.4%	$606.71M	0.5%
IWF iShares Russell 1000…	4.63M	1.26M	-7.8% ✂	$574.78M	0.5%	●●○○○○
UNP Union Pacific…	2.11M	2.16M	-2.6%	$573.48M	0.5%	●●○○○○
AMGN Amgen Inc.	1.55M	1.56M	-0.4%	$560.69M	0.5%	●●○○○○
AMAT Applied Materials, Inc.	688.88K	714.86K	-3.6%	$498.11M	0.4%	●●○○○○
WM Waste Management, Inc.	2.01M	2.14M	-5.8%	$448.91M	0.4%	●●○○○○
TJX The TJX Companies, Inc.	2.97M	3.00M	-1.0%	$450.60M	0.4%	●●○○○○
APD Air Products and…	470.41K	1.64M	-71.4%	$137.93M	0.1%
GWW W.W. Grainger, Inc.	337.58K	358.63K	-5.9%	$459.28M	0.4%	●●○○○○
CMI Cummins Inc.	593.51K	840.97K	-29.4%	$423.31M	0.4%	●●○○○○
CL Colgate-Palmolive…	4.70M	4.97M	-5.4%	$430.97M	0.4%	●●○○○○
ASML ASML Holding N.V.	213.78K	248.82K	-14.1%	$425.32M	0.4%
BRK-B Berkshire Hathaway Inc.	803.19K	882.81K	-9.0%	$401.91M	0.3%	●●○○○○
WMT Walmart Inc.	3.32M	3.39M	-2.1%	$375.85M	0.3%	●●○○○○
ITW Illinois Tool Works Inc.	1.52M	1.58M	-4.0%	$411.23M	0.3%	●●○○○○
CHD Church & Dwight Co.…	4.12M	4.29M	-4.1%	$398.77M	0.3%	●●○○○○
MRSH Marsh & McLennan…	2.21M	2.31M	-4.1%	$368.74M	0.3%
ABT Abbott Laboratories	3.80M	3.87M	-1.8%	$344.62M	0.3%	●●○○○○
VGT Vanguard Information…	3.25M	409.70K	-0.9% ✂	$388.17M	0.3%
RSG Republic Services, Inc.	1.52M	1.61M	-5.6%	$324.22M	0.3%	●●○○○○
MRVL Marvell Technology, Inc.	1.18M	1.79M	-34.0%	$352.59M	0.3%	●●○○○○
MA Mastercard Incorporated	645.48K	676.19K	-4.5%	$331.57M	0.3%	●●○○○○
VWO Vanguard FTSE Emerging…	5.35M	6.18M	-13.5%	$319.22M	0.3%
TMO Thermo Fisher…	633.67K	649.15K	-2.4%	$317.72M	0.3%	●●○○○○
TSLA Tesla, Inc.	749.83K	752.06K	-0.3%	$315.38M	0.3%	●●○○○○
QUAL iShares MSCI USA…	449.02K	1.63M	-72.5%	$98.53M	0.1%
MSI Motorola Solutions, Inc.	685.45K	702.01K	-2.4%	$284.66M	0.2%	●●○○○○
ADI Analog Devices, Inc.	765.43K	808.31K	-5.3%	$304.04M	0.3%	●●○○○○
FERG Ferguson plc	1.21M	1.28M	-5.4%	$286.83M	0.2%	●●○○○○
YUM Yum! Brands, Inc.	1.83M	1.91M	-4.2%	$291.82M	0.2%
GLD SPDR Gold Shares	663.90K	679.93K	-2.4%	$244.57M	0.2%	●●○○○○
MCO Moody's Corporation	614.28K	655.92K	-6.3%	$278.23M	0.2%	●●○○○○
LIN Linde plc	550.18K	556.79K	-1.2%	$285.54M	0.2%
IEI iShares 3-7 Year…	2.15M	2.40M	-10.7%	$252.21M	0.2%
BAC Bank of America…	4.89M	5.14M	-4.9%	$278.72M	0.2%	●●○○○○
EQAL	4.63M	4.64M	-0.3%	$274.19M	0.2%	●●○○○○
NEE NextEra Energy, Inc.	2.81M	2.85M	-1.4%	$246.67M	0.2%	●●○○○○
CRWD CrowdStrike Holdings…	342.56K	358.89K	-4.5%	$261.42M	0.2%	●●○○○○
SPDW State Street SPDR…	4.58M	5.15M	-11.2%	$230.62M	0.2%	●●○○○○
UPS United Parcel Service…	1.98M	2.27M	-12.6%	$213.11M	0.2%
IGSB iShares 1-5 Year…	3.28M	4.14M	-20.7%	$171.87M	0.1%
BA The Boeing Company	997.85K	1.05M	-5.3%	$216.00M	0.2%
IJR iShares Core S&P…	1.10M	1.72M	-36.3%	$162.58M	0.1%
SPGI S&P Global Inc.	455.11K	498.98K	-8.8%	$185.36M	0.2%	●●○○○○
ORLY O'Reilly Automotive…	2.22M	2.30M	-3.6%	$204.07M	0.2%
SPYG State Street SPDR…	1.78M	1.79M	-0.6%	$211.36M	0.2%
JBHT J.B. Hunt Transport…	720.89K	779.60K	-7.5%	$208.65M	0.2%	●●○○○○
SYK Stryker Corporation	568.04K	630.43K	-9.9%	$178.85M	0.1%	●●○○○○
VRT Vertiv Holdings Co	617.04K	622.26K	-0.8%	$206.60M	0.2%	●●○○○○
CTAS Cintas Corporation	1.18M	1.21M	-2.9%	$200.28M	0.2%	●●○○○○
IJH iShares Core S&P…	2.50M	2.52M	-0.8%	$192.80M	0.2%
GVI iShares Intermediate…	1.57M	1.79M	-11.8%	$167.07M	0.1%	●●○○○○
CRM Salesforce, Inc.	964.60K	1.02M	-5.4%	$151.13M	0.1%	●●○○○○
SCHR Schwab…	6.67M	7.62M	-12.5%	$164.40M	0.1%
USB U.S. Bancorp	3.13M	3.21M	-2.4%	$189.03M	0.2%	●●○○○○
DELL Dell Technologies Inc.	424.92K	749.51K	-43.3%	$183.34M	0.2%	●●○○○○
SPMB State Street SPDR…	5.89M	7.86M	-25.1%	$131.46M	0.1%
CASY Casey's General Stores…	209.19K	238.81K	-12.4%	$166.29M	0.1%	●●○○○○
IWM iShares Russell 2000 ETF	569.11K	638.69K	-10.9%	$171.00M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	925.17K	1.22M	-24.3%	$170.97M	0.1%	●●○○○○
FAST Fastenal Company	3.51M	3.62M	-3.0%	$168.70M	0.1%	●●○○○○
GILD Gilead Sciences, Inc.	1.15M	1.20M	-4.1%	$145.61M	0.1%	●●○○○○
CNI Canadian National…	1.36M	1.39M	-2.2%	$162.15M	0.1%
PLTR Palantir Technologies…	955.74K	1.10M	-12.8%	$111.51M	0.1%
JEPI JPMorgan Equity Premium…	2.78M	2.82M	-1.6%	$156.76M	0.1%	●●○○○○
SCHO Schwab Short-Term U.S.…	5.55M	6.36M	-12.7%	$133.98M	0.1%
EPD Enterprise Products…	4.04M	4.07M	-0.7%	$148.45M	0.1%
EFA iShares MSCI EAFE ETF	1.48M	1.51M	-2.4%	$153.53M	0.1%	●●○○○○
DOW Dow Inc.	3.53M	3.63M	-2.8%	$96.55M	0.1%	●●○○○○
EQIX Equinix, Inc.	143.06K	147.92K	-3.3%	$149.20M	0.1%	●●○○○○
VLO Valero Energy…	548.67K	593.75K	-7.6%	$142.89M	0.1%	●●○○○○
KLAC KLA Corporation	476.00K	47.68K	-0.2% ✂	$143.62M	0.1%	●●○○○○
ENB Enbridge Inc.	2.61M	2.65M	-1.5%	$141.26M	0.1%	●●○○○○
INTU Intuit Inc.	189.08K	330.49K	-42.8%	$49.35M	0.0%	●●○○○○
DHR Danaher Corporation	678.05K	725.61K	-6.6%	$129.16M	0.1%	●●○○○○
SNA Snap-on Incorporated	340.51K	369.64K	-7.9%	$137.03M	0.1%	●●○○○○
AZN AstraZeneca PLC	670.85K	684.40K	-2.0%	$127.21M	0.1%
TFC Truist Financial…	2.68M	2.83M	-5.1%	$133.66M	0.1%
PKG Packaging Corporation…	555.87K	563.02K	-1.3%	$132.45M	0.1%
ET Energy Transfer LP	6.57M	6.69M	-1.8%	$125.63M	0.1%
XLF State Street Financial…	2.29M	2.52M	-9.4%	$122.56M	0.1%	●●○○○○
BSX Boston Scientific…	1.76M	1.98M	-11.0%	$75.16M	0.1%	●●○○○○
INTC Intel Corp.	873.19K	1.13M	-22.7%	$121.92M	0.1%	●●○○○○
ROL Rollins, Inc.	2.27M	2.28M	-0.6%	$94.65M	0.1%	●●○○○○
BMY Bristol-Myers Squibb…	1.97M	2.01M	-1.5%	$113.76M	0.1%
COP ConocoPhillips	826.95K	891.57K	-7.2%	$85.97M	0.1%	●●○○○○
XLU State Street Utilities…	2.08M	2.52M	-17.5%	$94.42M	0.1%
STLD Steel Dynamics, Inc.	494.44K	541.18K	-8.6%	$113.45M	0.1%
XLV State Street Health…	713.60K	770.35K	-7.4%	$113.23M	0.1%
SHW The Sherwin-Williams…	323.50K	333.04K	-2.9%	$111.40M	0.1%	●●○○○○
EWJ iShares MSCI Japan ETF	1.15M	1.28M	-10.4%	$107.19M	0.1%
FTNT Fortinet, Inc.	703.51K	713.45K	-1.4%	$108.07M	0.1%	●●○○○○
SCHW The Charles Schwab…	1.10M	1.14M	-3.0%	$101.93M	0.1%
LECO Lincoln Electric…	400.56K	409.89K	-2.3%	$106.35M	0.1%
SHV iShares Trust iShares…	672.54K	884.68K	-24.0%	$74.21M	0.1%
PNC The PNC Financial…	389.59K	396.99K	-1.9%	$95.93M	0.1%	●●○○○○
EFV iShares MSCI EAFE Value…	769.25K	1.28M	-39.8%	$58.89M	0.0%
SBUX Starbucks Corporation	922.62K	1.06M	-12.8%	$94.29M	0.1%	●●○○○○

증권	주식 수	이전	변동	가치	비중
CTRA Coterra Energy Inc.	—	612.36K	퇴출	$21.52M	0.0%
HDGE	—	293.15K	퇴출	$5.26M	0.0%
WIX Wix.com Ltd.	—	53.92K	퇴출	$4.86M	0.0%
WOR Worthington Industries…	—	84.12K	퇴출	$4.39M	0.0%
SNWV	—	251.63K	퇴출	$4.35M	0.0%
CEVA CEVA, Inc.	—	148.23K	퇴출	$2.77M	0.0%
LKFN Lakeland Financial…	—	41.99K	퇴출	$2.41M	0.0%
GT The Goodyear Tire &…	—	334.43K	퇴출	$2.22M	0.0%
NXST Nexstar Media Group…	—	10.73K	퇴출	$1.94M	0.0%
FLTR.L Flutter Entertainment…	—	17.89K	퇴출	$1.82M	0.0%
THR Thermon Group Holdings…	—	34.42K	퇴출	$1.73M	0.0%
MNSO MINISO Group Holding…	—	94.83K	퇴출	$1.54M	0.0%
EWZS	—	102.31K	퇴출	$1.52M	0.0%
SCVL	—	95.67K	퇴출	$1.49M	0.0%
UMC United Microelectronics…	—	163.82K	퇴출	$1.47M	0.0%
PHI	—	67.47K	퇴출	$1.42M	0.0%
STEL Stellar Bancorp, Inc.	—	37.92K	퇴출	$1.39M	0.0%
CSIQ Canadian Solar Inc.	—	97.30K	퇴출	$1.35M	0.0%
ACNB	—	27.80K	퇴출	$1.33M	0.0%
MOTI	—	38.05K	퇴출	$1.30M	0.0%
USLM United States Lime &…	—	9.94K	퇴출	$1.30M	0.0%
CALX Calix, Inc.	—	26.39K	퇴출	$1.29M	0.0%
PAYP PayPay Corporation	—	56.72K	퇴출	$1.21M	0.0%
BWX	—	54.24K	퇴출	$1.19M	0.0%
WWJD	—	31.14K	퇴출	$1.16M	0.0%
APLS Apellis…	—	28.22K	퇴출	$1.14M	0.0%
UMH UMH Properties, Inc.	—	77.38K	퇴출	$1.12M	0.0%
OPPJ	—	20.00K	퇴출	$1.09M	0.0%
DNN Denison Mines Corp.	—	295.84K	퇴출	$1.04M	0.0%
SOCL	—	22.91K	퇴출	$991,802	0.0%
NFBK	—	70.73K	퇴출	$957,738	0.0%
FLJP Franklin FTSE Japan ETF	—	25.69K	퇴출	$929,574	0.0%
HTBK	—	72.54K	퇴출	$905,321	0.0%
ACM Aecom	—	10.61K	퇴출	$900,248	0.0%
IVOV	—	8.80K	퇴출	$897,526	0.0%
BIRK Birkenstock Holding plc	—	22.07K	퇴출	$790,774	0.0%
STEP StepStone Group Inc.	—	16.31K	퇴출	$778,360	0.0%
VNET VNET Group, Inc.	—	92.14K	퇴출	$773,089	0.0%
MCR	—	110.45K	퇴출	$669,301	0.0%
FUTU Futu Holdings Limited	—	4.81K	퇴출	$658,366	0.0%
AZTA Azenta, Inc.	—	30.38K	퇴출	$641,978	0.0%
FOX Fox Corporation	—	11.80K	퇴출	$626,500	0.0%
JHG Janus Henderson Group…	—	11.99K	퇴출	$616,152	0.0%
RTH	—	2.44K	퇴출	$611,537	0.0%
PFIS	—	11.42K	퇴출	$608,922	0.0%
OPCH Option Care Health, Inc.	—	22.49K	퇴출	$605,512	0.0%
AMTM Amentum Holdings, Inc.	—	21.93K	퇴출	$572,074	0.0%
HOLX Hologic, Inc.	—	7.53K	퇴출	$568,892	0.0%
FXNC	—	19.48K	퇴출	$524,402	0.0%
DBND	—	11.15K	퇴출	$510,967	0.0%
GXC	—	4.99K	퇴출	$464,802	0.0%
FRAF	—	9.00K	퇴출	$459,720	0.0%
SEE Sealed Air Corporation	—	10.61K	퇴출	$445,990	0.0%
SFD Smithfield Foods, Inc.	—	14.59K	퇴출	$408,140	0.0%
TNK Teekay Tankers Ltd.	—	5.41K	퇴출	$396,929	0.0%
FIVN Five9, Inc.	—	26.08K	퇴출	$395,679	0.0%
SPSC SPS Commerce, Inc.	—	6.96K	퇴출	$387,731	0.0%
TERN Terns Pharmaceuticals…	—	7.15K	퇴출	$376,843	0.0%
LZB La-Z-Boy Incorporated	—	11.28K	퇴출	$362,454	0.0%
FCBC	—	8.21K	퇴출	$340,755	0.0%
FBP First BanCorp.	—	15.89K	퇴출	$339,376	0.0%
IMCR Immunocore Holdings plc	—	11.22K	퇴출	$338,349	0.0%
GTE	—	37.01K	퇴출	$331,965	0.0%
FRO Frontline Plc	—	9.44K	퇴출	$329,228	0.0%
KOS Kosmos Energy Ltd.	—	115.99K	퇴출	$322,464	0.0%
ESTC Elastic N.V.	—	6.34K	퇴출	$316,743	0.0%
FIG Figma, Inc.	—	14.83K	퇴출	$313,549	0.0%
BLFY	—	22.90K	퇴출	$303,196	0.0%
STNG Scorpio Tankers Inc.	—	4.03K	퇴출	$300,637	0.0%
FTLF	—	19.98K	퇴출	$283,715	0.0%
CRC California Resources…	—	3.58K	퇴출	$247,817	0.0%
ADMA ADMA Biologics, Inc.	—	26.93K	퇴출	$242,651	0.0%
APGE Apogee Therapeutics…	—	2.81K	퇴출	$236,855	0.0%
LGLV	—	1.30K	퇴출	$231,353	0.0%
CMP Compass Minerals…	—	9.68K	퇴출	$225,934	0.0%
FLTB	—	4.49K	퇴출	$225,462	0.0%
IGE	—	3.56K	퇴출	$224,004	0.0%
DBO	—	11.24K	퇴출	$221,130	0.0%
WMG Warner Music Group Corp.	—	8.37K	퇴출	$213,797	0.0%
PPTA Perpetua Resources Corp.	—	7.52K	퇴출	$211,575	0.0%
AMSF AMERISAFE, Inc.	—	6.31K	퇴출	$210,247	0.0%
FVAL	—	3.03K	퇴출	$210,005	0.0%
MPB Mid Penn Bancorp, Inc.	—	6.49K	퇴출	$208,718	0.0%
APPN Appian Corporation	—	8.57K	퇴출	$206,624	0.0%
FXY	—	3.52K	퇴출	$203,910	0.0%
IBND	—	6.52K	퇴출	$202,765	0.0%
LQDH	—	2.19K	퇴출	$202,686	0.0%
VIOV	—	1.98K	퇴출	$201,649	0.0%
ALMU	—	15.20K	퇴출	$198,968	0.0%
JANX Janux Therapeutics, Inc.	—	14.17K	퇴출	$197,008	0.0%
FOLD Amicus Therapeutics…	—	13.46K	퇴출	$194,618	0.0%
PBI Pitney Bowes Inc.	—	16.16K	퇴출	$178,513	0.0%
FRST	—	12.68K	퇴출	$168,351	0.0%
TALK Talkspace, Inc.	—	30.85K	퇴출	$159,644	0.0%
NEXT Nextdecade Corp	—	18.73K	퇴출	$143,465	0.0%
PAYO Payoneer Global Inc.	—	24.91K	퇴출	$120,297	0.0%
GNL Global Net Lease, Inc.	—	11.89K	퇴출	$111,293	0.0%
UDMY	—	23.72K	퇴출	$109,591	0.0%
LNKB	—	10.00K	퇴출	$83,400	0.0%
BBAI BigBear.ai Holdings…	—	23.19K	퇴출	$81,632	0.0%
BCHHF	—	31.34K	퇴출	$61,122	0.0%
NNOX	—	24.80K	퇴출	$56,306	0.0%
GOGO Gogo Inc.	—	13.80K	퇴출	$55,492	0.0%
MRVI	—	14.03K	퇴출	$39,696	0.0%
HYPD	—	10.39K	퇴출	$35,863	0.0%
VOC	—	10.30K	퇴출	$35,638	0.0%
GERN Geron Corporation	—	14.84K	퇴출	$22,105	0.0%
OPK OPKO Health, Inc.	—	15.55K	퇴출	$17,725	0.0%
DVLT	—	24.00K	퇴출	$14,841	0.0%
GRWG	—	10.06K	퇴출	$11,068	0.0%
BYND Beyond Meat, Inc.	—	14.38K	퇴출	$10,086	0.0%

포지션 보유 기간

1820–1 분기

33312–4 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
Morgan Stanley	3485	51.3%	0.8916	비교 ⇄
UBS Group AG	3397	49.3%	0.8727	비교 ⇄
Ameriprise Financial Inc	2806	61.2%	0.8462	비교 ⇄
Bank of New York Mellon Corp	2584	51.6%	0.8431	비교 ⇄
Rockefeller Capital Management L.P.	3105	63.4%	0.8418	비교 ⇄
Fifth Third Bancorp	3001	65.1%	0.8204	비교 ⇄
UBS AM, a distinct business unit of UBS…	2526	54.8%	0.8159	비교 ⇄
Wells Fargo & Company/Mn	3417	57.5%	0.8092	비교 ⇄

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

공시 기록

Aug 12 2026 13F-HR · 기간 Q2 2026

$120.21B · 8,946 포지션 · 원본 SEC 제출 서류 보기 ↗

May 12 2026 13F-HR · 기간 Q1 2026

$108.79B · 8,981 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 13 2026 13F-HR · 기간 Q4 2025

$111.17B · 9,512 포지션 · 원본 SEC 제출 서류 보기 ↗

Nov 12 2025 13F-HR · 기간 Q3 2025

$109.53B · 9,480 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$102.81B · 9,316 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q2 2026 · 최근 공시 Aug 12, 2026 · 변동 산출 방법론

☆ Stifel Financial Corp

Stifel Financial Corp