Hồ sơ lưu nhà quản lý

Stifel Financial Corp

St. Louis, MO · CIK 720672 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$120.21BGiá trị 13F được báo cáo

8,946Vị thế

16.5%Tỷ trọng top 10

183.80Danh mục nắm giữ hiệu lực

4.6%Doanh thu ước tính

+182Mới

−111Thoát 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 38.6% (+0.4pp)

Công nghệ 21.2% (+2.3pp)

Công nghiệp 10.2% (+0.0pp)

Chăm sóc sức khỏe 7.6% (-0.4pp)

Hàng tiêu dùng chu kỳ 5.9% (-0.2pp)

Hàng tiêu dùng thiết yếu 5.1% (-0.6pp)

Dịch vụ Truyền thông 4.5% (-0.1pp)

Năng lượng 2.8% (-0.8pp)

Vật liệu Cơ bản 1.6% (-0.5pp)

Tiện ích 1.3% (-0.1pp)

Bất động sản 1.2% (+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	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	Mới	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+

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

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
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%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
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%	●●○○○○

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

Tuổi vị thế

1820–1 quý

33312–4 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	3485	51.3%	0.8916	So sánh ⇄
UBS Group AG	3397	49.3%	0.8727	So sánh ⇄
Ameriprise Financial Inc	2806	61.2%	0.8462	So sánh ⇄
Bank of New York Mellon Corp	2584	51.6%	0.8431	So sánh ⇄
Rockefeller Capital Management L.P.	3105	63.4%	0.8418	So sánh ⇄
Fifth Third Bancorp	3001	65.1%	0.8204	So sánh ⇄
UBS AM, a distinct business unit of UBS…	2526	54.8%	0.8159	So sánh ⇄
Wells Fargo & Company/Mn	3417	57.5%	0.8092	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 12 2026 13F-HR · kỳ Q2 2026

$120.21B · 8,946 vị thế · Xem hồ sơ SEC gốc ↗

May 12 2026 13F-HR · kỳ Q1 2026

$108.79B · 8,981 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$111.17B · 9,512 vị thế · Xem hồ sơ SEC gốc ↗

Nov 12 2025 13F-HR · kỳ Q3 2025

$109.53B · 9,480 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$102.81B · 9,316 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 12, 2026 · Phương pháp tính thay đổi

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