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

+200Mới

−121Thoát 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	NVDA NVIDIA Corporation	2.8%	$3.31B	16.52M	-0.3%	▼ Trim	3+
2	AAPL Apple Inc.	2.7%	$3.19B	11.02M	-0.3%	▼ Trim	3+
3	MSFT Microsoft Corporation	2.0%	$2.40B	6.43M	-3.5%	▼ Trim	3+
4	GOOGL Alphabet Inc.	1.7%	$2.05B	5.75M	-1.8%	▼ Trim	3+
5	AMZN Amazon.com, Inc.	1.7%	$2.01B	8.45M	+2.2%	▲ Add	3+
6	AVGO Broadcom Inc.	1.4%	$1.70B	4.51M	+0.4%	▲ Add	3+
7	CSCO Cisco Systems, Inc.	1.2%	$1.49B	12.69M	-5.8%	▼ Trim	3+
8	JPM JPMorgan Chase & Co.	1.1%	$1.27B	3.87M	+0.4%	▲ Add	3+
9	GOOG Alphabet Inc.	1.0%	$1.22B	3.44M	+1.7%	▲ Add	3+
10	SPY State Street SPDR S&P 500…	1.0%	$1.18B	1.58M	-2.7%	▼ Trim	3+
11	VOO Vanguard S&P 500 ETF	1.0%	$1.15B	1.67M	+5.4%	▲ Add	3+
12	JNJ Johnson & Johnson	0.9%	$1.13B	4.45M	-0.8%	▼ Trim	3+
13	IVW iShares S&P 500 Growth ETF	0.9%	$1.12B	8.17M	+12.1%	▲ Add	3+
14	V Visa Inc.	0.9%	$1.09B	3.17M	-3.2%	▼ Trim	3+
15	MRK Merck & Co., Inc.	0.9%	$1.05B	8.17M	-1.5%	▼ Trim	3+
16	IEFA iShares Core MSCI EAFE ETF	0.9%	$1.02B	10.59M	-7.8%	▼ Trim	3+
17	LLY Eli Lilly and Company	0.8%	$943.95M	786.90K	+1.0%	▲ Add	3+
18	ABBV AbbVie Inc.	0.8%	$912.25M	3.63M	-2.9%	▼ Trim	3+
19	HD The Home Depot, Inc.	0.8%	$905.83M	2.57M	+2.7%	▲ Add	3+
20	PEP PepsiCo, Inc.	0.7%	$844.88M	6.24M	-1.6%	▼ Trim	3+
21	IVE iShares S&P 500 Value ETF	0.7%	$809.80M	3.57M	+9.4%	▲ Add	3+
22	TXN Texas Instruments…	0.7%	$792.81M	2.66M	-9.6%	▼ Trim	3+
23	QQQ Invesco QQQ Trust, Series 1	0.6%	$777.07M	1.06M	-2.8%	▼ Trim	3+
24	IBM International Business…	0.6%	$769.56M	2.74M	+2.2%	▲ Add	3+
25	AGG iShares Core U.S. Aggregate…	0.6%	$726.36M	7.34M	+0.3%	▲ Add	3+
26	PANW Palo Alto Networks, Inc.	0.6%	$719.04M	2.11M	-2.7%	▼ Trim	3+
27	META Meta Platforms, Inc.	0.6%	$693.75M	1.23M	-11.4%	▼ Trim	3+
28	PG The Procter & Gamble Company	0.6%	$676.92M	4.62M	+0.8%	▲ Add	3+
29	IVV iShares Core S&P 500 ETF	0.6%	$676.39M	903.15K	+25.6%	▲ Add	3+
30	APH Amphenol Corporation	0.6%	$663.58M	3.76M	+1.5%	▲ Add	3+
31	GLW Corning Inc	0.6%	$660.67M	2.59M	-3.2%	▼ Trim	3+
32	KO The Coca-Cola Company	0.5%	$658.10M	8.10M	-3.0%	▼ Trim	3+
33	COST Costco Wholesale Corporation	0.5%	$650.89M	695.62K	-1.0%	▼ Trim	3+
34	CAT Caterpillar Inc.	0.5%	$629.51M	591.10K	+2.4%	▲ Add	3+
35	ETN Eaton Corporation plc	0.5%	$606.71M	1.42M	-1.4%	▼ Trim	3+
36	VEA Vanguard FTSE Developed…	0.5%	$597.24M	8.38M	+3.7%	▲ Add	3+
37	LMT Lockheed Martin Corporation	0.5%	$594.48M	1.17M	-2.5%	▼ Trim	3+
38	IWF iShares Russell 1000 Growth…	0.5%	$574.78M	4.63M	-7.8% ✂	▼ Trim	3+
39	UNP Union Pacific Corporation	0.5%	$573.48M	2.11M	-2.6%	▼ Trim	3+
40	AMGN Amgen Inc.	0.5%	$560.69M	1.55M	-0.4%	▼ Trim	3+
41	TSM Taiwan Semiconductor…	0.5%	$559.52M	1.17M	+6.2%	▲ Add	3+
42	CVX Chevron Corporation	0.4%	$506.20M	3.05M	-1.0%	▼ Trim	3+
43	AMAT Applied Materials, Inc.	0.4%	$498.11M	688.88K	-3.6%	▼ Trim	3+
44	BIL State Street SPDR Bloomberg…	0.4%	$492.30M	5.37M	+12.0%	▲ Add	3+
45	VMBS Vanguard Mortgage-Backed…	0.4%	$478.22M	10.22M	+17.5%	▲ Add	3+
46	IEMG iShares Core MSCI Emerging…	0.4%	$475.41M	5.74M	+15.9%	▲ Add	3+
47	MDT Medtronic plc	0.4%	$474.42M	6.06M	+5.3%	▲ Add	3+
48	GWW W.W. Grainger, Inc.	0.4%	$459.28M	337.58K	-5.9%	▼ Trim	3+
49	TJX The TJX Companies, Inc.	0.4%	$450.60M	2.97M	-1.0%	▼ Trim	3+
50	WM Waste Management, Inc.	0.4%	$448.91M	2.01M	-5.8%	▼ Trim	3+
51	IWD iShares Russell 1000 Value…	0.4%	$441.69M	1.82M	+24.3%	▲ Add	3+
52	ADP Automatic Data Processing…	0.4%	$436.65M	1.95M	+6.4%	▲ Add	3+
53	CL Colgate-Palmolive Company	0.4%	$430.97M	4.70M	-5.4%	▼ Trim	3+
54	ASML ASML Holding N.V.	0.4%	$425.32M	213.78K	-14.1%	▼ Trim	3+
55	USIG iShares Broad USD…	0.4%	$424.40M	8.27M	+16.4%	▲ Add	3+
56	CMI Cummins Inc.	0.4%	$423.31M	593.51K	-29.4%	▼ Trim	3+
57	RTX RTX Corporation	0.3%	$415.67M	2.19M	+3.8%	▲ Add	3+
58	ITW Illinois Tool Works Inc.	0.3%	$411.23M	1.52M	-4.0%	▼ Trim	3+
59	NFLX Netflix, Inc.	0.3%	$402.37M	5.64M	+11.2%	▲ Add	3+
60	MU Micron Technology, Inc.	0.3%	$401.93M	348.17K	+18.2%	▲ Add	3+
61	BRK-B Berkshire Hathaway Inc.	0.3%	$401.91M	803.19K	-9.0%	▼ Trim	3+
62	CHD Church & Dwight Co., Inc.	0.3%	$398.77M	4.12M	-4.1%	▼ Trim	3+
63	VTV Vanguard Morningstar Value…	0.3%	$396.38M	1.82M	+7.5%	▲ Add	3+
64	VUG Vanguard Morningstar Growth…	0.3%	$388.25M	4.51M	+1.7% ✂	▲ Add	3+
65	VGT Vanguard Information…	0.3%	$388.17M	3.25M	-0.9% ✂	▼ Trim	3+
66	GEV GE Vernova Inc.	0.3%	$379.34M	322.87K	+5.0%	▲ Add	3+
67	WMT Walmart Inc.	0.3%	$375.85M	3.32M	-2.1%	▼ Trim	3+
68	MRSH Marsh & McLennan Companies…	0.3%	$368.74M	2.21M	-4.1%	▼ Trim	3+
69	XONA.DE Exxon Mobil Corporation	0.3%	$362.15M	2.65M	-29.0%	▼ Trim	3+
70	VB Vanguard Morningstar…	0.3%	$359.74M	1.19M	+1.1%	▲ Add	3+
71	GE GE Aerospace	0.3%	$356.70M	954.42K	+35.8%	▲ Add	3+
72	MBB iShares MBS ETF	0.3%	$353.67M	3.74M	+0.9%	▲ Add	3+
73	MRVL Marvell Technology, Inc.	0.3%	$352.59M	1.18M	-34.0%	▼ Trim	3+
74	ACN Accenture plc	0.3%	$350.93M	2.82M	+28.1%	▲ Add	3+
75	XLK State Street Technology…	0.3%	$348.01M	1.83M	+5.8%	▲ Add	3+
76	MS Morgan Stanley	0.3%	$345.46M	1.65M	+0.9%	▲ Add	3+
77	ABT Abbott Laboratories	0.3%	$344.62M	3.80M	-1.8%	▼ Trim	3+
78	MA Mastercard Incorporated	0.3%	$331.57M	645.48K	-4.5%	▼ Trim	3+
79	VZ Verizon Communications Inc.	0.3%	$328.20M	7.75M	+3.5%	▲ Add	3+
80	GS The Goldman Sachs Group…	0.3%	$327.56M	323.81K	+1.9%	▲ Add	3+
81	RSG Republic Services, Inc.	0.3%	$324.22M	1.52M	-5.6%	▼ Trim	3+
82	CGDV Capital Group Dividend…	0.3%	$321.38M	6.52M	+6.6%	▲ Add	3+
83	MCD McDonald's Corporation	0.3%	$321.05M	1.19M	+4.8%	▲ Add	3+
84	VWO Vanguard FTSE Emerging…	0.3%	$319.22M	5.35M	-13.5%	▼ Trim	3+
85	TMO Thermo Fisher Scientific…	0.3%	$317.72M	633.67K	-2.4%	▼ Trim	3+
86	LRCX Lam Research Corporation	0.3%	$316.57M	730.52K	+4.8%	▲ Add	3+
87	TSLA Tesla, Inc.	0.3%	$315.38M	749.83K	-0.3%	▼ Trim	3+
88	ADI Analog Devices, Inc.	0.3%	$304.04M	765.43K	-5.3%	▼ Trim	3+
89	VEU Vanguard FTSE All-World…	0.3%	$301.99M	3.61M	+1.2%	▲ Add	3+
90	CB Chubb Limited	0.2%	$297.12M	871.92K	+6.4%	▲ Add	3+
91	YUM Yum! Brands, Inc.	0.2%	$291.82M	1.83M	-4.2%	▼ Trim	3+
92	WMB The Williams Companies, Inc.	0.2%	$290.36M	3.91M	+3.5%	▲ Add	3+
93	FERG Ferguson plc	0.2%	$286.83M	1.21M	-5.4%	▼ Trim	3+
94	ITOT iShares Core S&P Total U.S.…	0.2%	$286.05M	1.74M	+3.4%	▲ Add	3+
95	LIN Linde plc	0.2%	$285.54M	550.18K	-1.2%	▼ Trim	3+
96	PLD Prologis, Inc.	0.2%	$284.80M	2.10M	+4.2%	▲ Add	3+
97	MSI Motorola Solutions, Inc.	0.2%	$284.66M	685.45K	-2.4%	▼ Trim	3+
98	DE Deere & Company	0.2%	$279.98M	441.31K	+4.1%	▲ Add	3+
99	BAC Bank of America Corporation	0.2%	$278.72M	4.89M	-4.9%	▼ Trim	3+
100	MCO Moody's Corporation	0.2%	$278.23M	614.28K	-6.3%	▼ Trim	3+
101	VTI Vanguard Morningstar Total…	0.2%	$277.85M	750.86K	+1.6%	▲ Add	3+
102	VTWO Vanguard Russell 2000 ETF	0.2%	$275.54M	2.27M	+53.4%	▲ Add	3+
103	EQAL INVESCO EXCH TRADED FD TR II	0.2%	$274.19M	4.63M	-0.3%	▼ Trim	3+
104	UNH UnitedHealth Group…	0.2%	$272.35M	655.22K	+0.7%	▲ Add	3+
105	SF Stifel Financial Corp	0.2%	$271.19M	3.89M	+3.0%	▲ Add	3+
106	AXP American Express Company	0.2%	$269.31M	796.10K	+11.2%	▲ Add	3+
107	TGT Target Corporation	0.2%	$264.38M	2.02M	+1.5%	▲ Add	3+
108	BX Blackstone Inc.	0.2%	$262.01M	2.23M	+14.3%	▲ Add	3+
109	CRWD CrowdStrike Holdings, Inc.	0.2%	$261.42M	342.56K	-4.5%	▼ Trim	3+
110	PM Philip Morris International…	0.2%	$259.51M	1.43M	+4.5%	▲ Add	3+
111	WT WisdomTree, Inc.	0.2%	$258.32M	4.26M	+7.7%	▲ Add	3+
112	AMD Advanced Micro Devices, Inc.	0.2%	$258.02M	444.16K	+2.3%	▲ Add	3+
113	PH Parker-Hannifin Corporation	0.2%	$257.65M	263.37K	+3.4%	▲ Add	3+
114	C Citigroup Inc.	0.2%	$257.09M	1.84M	+4.0%	▲ Add	3+
115	PWR Quanta Services, Inc.	0.2%	$256.24M	355.83K	+1.6%	▲ Add	3+
116	UBER Uber Technologies, Inc.	0.2%	$255.70M	3.54M	+37.2%	▲ Add	3+
117	EUSA iShares MSCI USA Equal…	0.2%	$253.84M	2.22M	+7.2%	▲ Add	3+
118	IEI iShares 3-7 Year Treasury…	0.2%	$252.21M	2.15M	-10.7%	▼ Trim	3+
119	VIG Vanguard Dividend…	0.2%	$247.58M	1.05M	+1.1%	▲ Add	3+
120	NEE NextEra Energy, Inc.	0.2%	$246.67M	2.81M	-1.4%	▼ Trim	3+
121	MET MetLife, Inc.	0.2%	$246.67M	2.92M	+2.8%	▲ Add	3+
122	GLD SPDR Gold Shares	0.2%	$244.57M	663.90K	-2.4%	▼ Trim	3+
123	PFE Pfizer Inc.	0.2%	$240.33M	9.98M	+2.2%	▲ Add	3+
124	VO Vanguard Morningstar…	0.2%	$235.53M	2.92M	+0.7% ✂	▲ Add	3+
125	TSCO Tractor Supply Company	0.2%	$235.20M	7.44M	+1.5%	▲ Add	3+
126	HYG iShares iBoxx $ High Yield…	0.2%	$233.93M	2.93M	+7.3%	▲ Add	3+
127	SPDW State Street SPDR Portfolio…	0.2%	$230.62M	4.58M	-11.2%	▼ Trim	3+
128	VYM Vanguard High Dividend…	0.2%	$219.81M	1.39M	+1.1%	▲ Add	3+
129	HSY The Hershey Company	0.2%	$218.34M	1.24M	+2.0%	▲ Add	3+
130	DGRO iShares Core Dividend…	0.2%	$217.19M	2.87M	+3.5%	▲ Add	3+
131	RDVY First Trust Rising Dividend…	0.2%	$216.79M	2.67M	+4.8%	▲ Add	3+
132	WFC Wells Fargo & Company	0.2%	$216.59M	2.62M	+1.0%	▲ Add	3+
133	RSP Invesco S&P 500 Equal…	0.2%	$216.44M	1.02M	0.0%	▲ Add	3+
134	BA The Boeing Company	0.2%	$216.00M	997.85K	-5.3%	▼ Trim	3+
135	UPS United Parcel Service, Inc.	0.2%	$213.11M	1.98M	-12.6%	▼ Trim	3+
136	NOW ServiceNow, Inc.	0.2%	$211.56M	2.13M	+12.2%	▲ Add	3+
137	SPYG State Street SPDR Portfolio…	0.2%	$211.36M	1.78M	-0.6%	▼ Trim	3+
138	JBHT J.B. Hunt Transport…	0.2%	$208.65M	720.89K	-7.5%	▼ Trim	3+
139	VRT Vertiv Holdings Co	0.2%	$206.60M	617.04K	-0.8%	▼ Trim	3+
140	HONA Honeywell Aerospace Inc	0.2%	$205.83M	931.04K	Mới	New	1
141	ORLY O'Reilly Automotive, Inc.	0.2%	$204.07M	2.22M	-3.6%	▼ Trim	3+
142	HON Honeywell International Inc.	0.2%	$201.54M	900.11K	+5.7% ✂	▲ Add	3+
143	TLT iShares 20+ Year Treasury…	0.2%	$201.42M	2.33M	+1.3%	▲ Add	3+
144	PAYX Paychex, Inc.	0.2%	$201.14M	2.05M	+10.8%	▲ Add	3+
145	CTAS Cintas Corporation	0.2%	$200.28M	1.18M	-2.9%	▼ Trim	3+
146	BR Broadridge Financial…	0.2%	$197.56M	1.44M	+1.0%	▲ Add	3+
147	EMXC iShares MSCI Emerging…	0.2%	$195.66M	1.91M	+26.8%	▲ Add	3+
148	IJH iShares Core S&P Mid-Cap ETF	0.2%	$192.80M	2.50M	-0.8%	▼ Trim	3+
149	ADBE Adobe Inc.	0.2%	$191.90M	936.02K	+4.7%	▲ Add	3+
150	SPYV State Street SPDR Portfolio…	0.2%	$191.16M	3.14M	+18.1%	▲ Add	3+
151	USB U.S. Bancorp	0.2%	$189.03M	3.13M	-2.4%	▼ Trim	3+
152	DYNF iShares U.S. Equity Factor…	0.2%	$188.47M	2.77M	+12.6%	▲ Add	3+
153	SLB Slb N.V.	0.2%	$185.82M	4.00M	+9.9%	▲ Add	3+
154	ISRG Intuitive Surgical, Inc.	0.2%	$185.55M	466.60K	+8.1%	▲ Add	3+
155	SPGI S&P Global Inc.	0.2%	$185.36M	455.11K	-8.8%	▼ Trim	3+
156	DELL Dell Technologies Inc.	0.2%	$183.34M	424.92K	-43.3%	▼ Trim	3+
157	IUSB iShares Core Universal USD…	0.1%	$179.02M	3.88M	+32.6%	▲ Add	3+
158	SYK Stryker Corporation	0.1%	$178.85M	568.04K	-9.9%	▼ Trim	3+
159	TBIL F/m US Treasury 3 Month…	0.1%	$177.06M	3.55M	+48.9%	▲ Add	3+
160	VONE Vanguard Russell 1000 ETF	0.1%	$175.84M	519.13K	+6.3%	▲ Add	3+
161	TLH iShares 10-20 Year Treasury…	0.1%	$175.27M	1.75M	+19.0%	▲ Add	3+
162	SHY iShares 1-3 Year Treasury…	0.1%	$174.52M	2.13M	+41.1%	▲ Add	3+
163	IGSB iShares 1-5 Year Investment…	0.1%	$171.87M	3.28M	-20.7%	▼ Trim	3+
164	IEF iShares 7-10 Year Treasury…	0.1%	$171.82M	1.82M	+18.1%	▲ Add	3+
165	IWM iShares Russell 2000 ETF	0.1%	$171.00M	569.11K	-10.9%	▼ Trim	3+
166	QCOM QUALCOMM Incorporated	0.1%	$170.97M	925.17K	-24.3%	▼ Trim	3+
167	SDVY First Trust SMID Cap Rising…	0.1%	$170.33M	3.95M	+0.1%	▲ Add	3+
168	ORCL Oracle Corporation	0.1%	$169.17M	1.15M	+2.1%	▲ Add	3+
169	FAST Fastenal Company	0.1%	$168.70M	3.51M	-3.0%	▼ Trim	3+
170	IAU iShares Gold Trust	0.1%	$168.14M	2.23M	+0.1%	▲ Add	3+
171	GVI iShares Intermediate…	0.1%	$167.07M	1.57M	-11.8%	▼ Trim	3+
172	CASY Casey's General Stores, Inc.	0.1%	$166.29M	209.19K	-12.4%	▼ Trim	3+
173	SCHR Schwab Intermediate-Term…	0.1%	$164.40M	6.67M	-12.5%	▼ Trim	3+
174	IJR iShares Core S&P Small-Cap…	0.1%	$162.58M	1.10M	-36.3%	▼ Trim	3+
175	CNI Canadian National Railway…	0.1%	$162.15M	1.36M	-2.2%	▼ Trim	3+
176	ANET Arista Networks, Inc.	0.1%	$160.24M	943.24K	+4.7%	▲ Add	3+
177	VOT Vanguard Morningstar…	0.1%	$159.13M	519.52K	+1.1%	▲ Add	3+
178	JEPI JPMorgan Equity Premium…	0.1%	$156.76M	2.78M	-1.6%	▼ Trim	3+
179	EFA iShares MSCI EAFE ETF	0.1%	$153.53M	1.48M	-2.4%	▼ Trim	3+
180	AEP American Electric Power…	0.1%	$152.66M	1.12M	+11.1%	▲ Add	3+
181	CRM Salesforce, Inc.	0.1%	$151.13M	964.60K	-5.4%	▼ Trim	3+
182	EQIX Equinix, Inc.	0.1%	$149.20M	143.06K	-3.3%	▼ Trim	3+
183	EPD Enterprise Products…	0.1%	$148.45M	4.04M	-0.7%	▼ Trim	3+
184	GLDM SPDR Gold MiniShares Trust	0.1%	$148.27M	1.87M	+30.8%	▲ Add	3+
185	BHVN Biohaven Ltd.	0.1%	$147.92M	9.94M	0.0%	▲ Add	3+
186	STX Seagate Technology Holdings…	0.1%	$147.35M	152.69K	+15.4%	▲ Add	3+
187	SHEL Shell plc	0.1%	$147.14M	1.90M	+1.4%	▲ Add	3+
188	VOE Vanguard Morningstar…	0.1%	$146.11M	739.43K	+5.2%	▲ Add	3+
189	GILD Gilead Sciences, Inc.	0.1%	$145.61M	1.15M	-4.1%	▼ Trim	3+
190	WEC WEC Energy Group, Inc.	0.1%	$145.33M	1.24M	+0.8%	▲ Add	3+
191	KLAC KLA Corporation	0.1%	$143.62M	476.00K	-0.2% ✂	▼ Trim	3+
192	VLO Valero Energy Corporation	0.1%	$142.89M	548.67K	-7.6%	▼ Trim	3+
193	ENB Enbridge Inc.	0.1%	$141.26M	2.61M	-1.5%	▼ Trim	3+
194	APD Air Products and Chemicals…	0.1%	$137.93M	470.41K	-71.4%	▼ Trim	3+
195	CGGR Capital Group Growth ETF	0.1%	$137.43M	2.91M	+19.6%	▲ Add	3+
196	SNA Snap-on Incorporated	0.1%	$137.03M	340.51K	-7.9%	▼ Trim	3+
197	LOW Lowe's Companies, Inc.	0.1%	$135.47M	614.37K	+2.2%	▲ Add	3+
198	SCHO Schwab Short-Term U.S.…	0.1%	$133.98M	5.55M	-12.7%	▼ Trim	3+
199	TFC Truist Financial Corporation	0.1%	$133.66M	2.68M	-5.1%	▼ Trim	3+
200	PKG Packaging Corporation of…	0.1%	$132.45M	555.87K	-1.3%	▼ Trim	3+
201	SPMB State Street SPDR Portfolio…	0.1%	$131.46M	5.89M	-25.1%	▼ Trim	3+
202	VCSH Vanguard Short-Term…	0.1%	$129.90M	1.64M	+18.2%	▲ Add	3+
203	DHR Danaher Corporation	0.1%	$129.16M	678.05K	-6.6%	▼ Trim	3+
204	KMB Kimberly-Clark Corporation	0.1%	$127.52M	1.16M	+6.7%	▲ Add	3+
205	AZN AstraZeneca PLC	0.1%	$127.21M	670.85K	-2.0%	▼ Trim	3+
206	PVAL Putnam Focused Large Cap…	0.1%	$125.83M	2.47M	+7.5%	▲ Add	3+
207	ET Energy Transfer LP	0.1%	$125.63M	6.57M	-1.8%	▼ Trim	3+
208	MO Altria Group, Inc.	0.1%	$122.69M	1.71M	+1.0%	▲ Add	3+
209	XLF State Street Financial…	0.1%	$122.56M	2.29M	-9.4%	▼ Trim	3+
210	INTC Intel Corp.	0.1%	$121.92M	873.19K	-22.7%	▼ Trim	3+
211	BN Brookfield Corporation	0.1%	$120.84M	2.84M	+15.9%	▲ Add	3+
212	XLE State Street Energy Select…	0.1%	$120.22M	2.26M	+4.9%	▲ Add	3+
213	SPSM State Street SPDR Portfolio…	0.1%	$119.97M	2.08M	+72.5%	▲ Add	3+
214	BLK BlackRock, Inc.	0.1%	$117.64M	122.29K	+5.8%	▲ Add	3+
215	XLI State Street Industrial…	0.1%	$117.15M	632.44K	+29.2%	▲ Add	3+
216	EMR Emerson Electric Co.	0.1%	$117.02M	817.40K	+2.0%	▲ Add	3+
217	ABNB Airbnb, Inc.	0.1%	$115.45M	806.80K	+10.0%	▲ Add	3+
218	MTUM iShares MSCI USA Momentum…	0.1%	$114.85M	335.01K	+0.8%	▲ Add	3+
219	AWK American Water Works…	0.1%	$114.52M	870.33K	+2.1%	▲ Add	3+
220	BMY Bristol-Myers Squibb Company	0.1%	$113.76M	1.97M	-1.5%	▼ Trim	3+
221	STLD Steel Dynamics, Inc.	0.1%	$113.45M	494.44K	-8.6%	▼ Trim	3+
222	XLV State Street Health Care…	0.1%	$113.23M	713.60K	-7.4%	▼ Trim	3+
223	PLTR Palantir Technologies Inc.	0.1%	$111.51M	955.74K	-12.8%	▼ Trim	3+
224	SHW The Sherwin-Williams Company	0.1%	$111.40M	323.50K	-2.9%	▼ Trim	3+
225	JPST JPMorgan Ultra-Short Income…	0.1%	$108.37M	2.14M	+16.6%	▲ Add	3+
226	FTNT Fortinet, Inc.	0.1%	$108.07M	703.51K	-1.4%	▼ Trim	3+
227	EWJ iShares MSCI Japan ETF	0.1%	$107.19M	1.15M	-10.4%	▼ Trim	3+
228	ROK Rockwell Automation, Inc.	0.1%	$107.02M	216.17K	+5.5%	▲ Add	3+
229	CMCSA Comcast Corporation	0.1%	$107.01M	4.36M	+11.5%	▲ Add	3+
230	FVD First Trust Value Line…	0.1%	$106.72M	2.21M	+2.1%	▲ Add	3+
231	LECO Lincoln Electric Holdings…	0.1%	$106.35M	400.56K	-2.3%	▼ Trim	3+
232	DUK Duke Energy Corporation	0.1%	$105.39M	832.56K	+3.0%	▲ Add	3+
233	LNG Cheniere Energy, Inc.	0.1%	$104.19M	435.87K	+13.0%	▲ Add	3+
234	NKE NIKE, Inc.	0.1%	$103.03M	2.51M	+26.4%	▲ Add	3+
235	SO The Southern Company	0.1%	$102.18M	1.07M	+1.1%	▲ Add	3+
236	SCHW The Charles Schwab…	0.1%	$101.93M	1.10M	-3.0%	▼ Trim	3+
237	URI United Rentals, Inc.	0.1%	$99.50M	87.79K	+0.6%	▲ Add	3+
238	SGOV iShares 0-3 Month Treasury…	0.1%	$99.07M	984.07K	+40.8%	▲ Add	3+
239	QUAL iShares MSCI USA Quality…	0.1%	$98.53M	449.02K	-72.5%	▼ Trim	3+
240	COF Capital One Financial…	0.1%	$96.99M	483.44K	+3.0%	▲ Add	3+
241	DOW Dow Inc.	0.1%	$96.55M	3.53M	-2.8%	▼ Trim	3+
242	TROW T. Rowe Price Group, Inc.	0.1%	$96.12M	845.48K	+9.6%	▲ Add	3+
243	PNC The PNC Financial Services…	0.1%	$95.93M	389.59K	-1.9%	▼ Trim	3+
244	ROL Rollins, Inc.	0.1%	$94.65M	2.27M	-0.6%	▼ Trim	3+
245	PRU Prudential Financial, Inc.	0.1%	$94.60M	876.46K	+0.1%	▲ Add	3+
246	XLU State Street Utilities…	0.1%	$94.42M	2.08M	-17.5%	▼ Trim	3+
247	SBUX Starbucks Corporation	0.1%	$94.29M	922.62K	-12.8%	▼ Trim	3+
248	DIS The Walt Disney Company	0.1%	$94.19M	978.49K	+0.7%	▲ Add	3+
249	MPWR Monolithic Power Systems…	0.1%	$92.78M	67.10K	-15.4%	▼ Trim	3+
250	CRDO Credo Technology Group…	0.1%	$92.57M	340.41K	-4.6%	▼ Trim	3+
251	SPHQ Invesco S&P 500 Quality ETF	0.1%	$92.19M	1.02M	+9.4%	▲ Add	3+
252	MNST Monster Beverage Corporation	0.1%	$91.60M	952.95K	-1.8%	▼ Trim	3+
253	RACE Ferrari N.V.	0.1%	$90.86M	244.06K	+1307.7%	▲ Add	3+
254	GD General Dynamics Corporation	0.1%	$90.27M	254.78K	+2.6%	▲ Add	3+
255	VXUS Vanguard Total…	0.1%	$90.01M	1.05M	-2.4%	▼ Trim	3+
256	SDY State Street SPDR S&P…	0.1%	$89.45M	587.81K	+26.2%	▲ Add	3+
257	VBR Vanguard Morningstar…	0.1%	$89.26M	367.34K	-1.1%	▼ Trim	3+
258	PULS PGIM Ultra Short Bond ETF	0.1%	$89.24M	1.80M	-0.5%	▼ Trim	3+
259	IGIB iShares 5-10 Year…	0.1%	$89.24M	1.68M	+0.5%	▲ Add	3+
260	COWZ Pacer US Cash Cows 100 ETF	0.1%	$89.11M	1.43M	+2.2%	▲ Add	3+
261	HWM Howmet Aerospace Inc.	0.1%	$88.49M	329.13K	+4.3%	▲ Add	3+
262	MGK Vanguard Morningstar Mega…	0.1%	$87.75M	998.15K	+3.8% ✂	▲ Add	3+
263	JAAA Janus Henderson AAA CLO ETF	0.1%	$87.31M	1.73M	+15.8%	▲ Add	3+
264	MINT PIMCO Enhanced Short…	0.1%	$86.59M	858.96K	+7.1%	▲ Add	3+
265	MTB M&T Bank Corporation	0.1%	$86.52M	363.53K	-1.3%	▼ Trim	3+
266	IYR iShares U.S. Real Estate ETF	0.1%	$86.48M	845.77K	-11.5%	▼ Trim	3+
267	JEPQ JPMorgan Nasdaq Equity…	0.1%	$86.40M	1.41M	+8.2%	▲ Add	3+
268	EBAY eBay Inc.	0.1%	$86.03M	769.80K	-5.7%	▼ Trim	3+
269	COP ConocoPhillips	0.1%	$85.97M	826.95K	-7.2%	▼ Trim	3+
270	MDLZ Mondelez International, Inc.	0.1%	$85.94M	1.49M	+0.1%	▲ Add	3+
271	DIA State Street SPDR Dow Jones…	0.1%	$85.92M	164.45K	-14.2%	▼ Trim	3+
272	IWB iShares Russell 1000 ETF	0.1%	$85.70M	209.27K	+8.7%	▲ Add	3+
273	BRK-A Berkshire Hathaway Inc.	0.1%	$85.37M	114	0.0%	Held	3+
274	IEUR iShares Core MSCI Europe ETF	0.1%	$84.02M	1.12M	+6.5%	▲ Add	3+
275	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$83.64M	1.65M	+6.3%	▲ Add	3+
276	TM Toyota Motor Corporation	0.1%	$83.24M	494.23K	+8.6%	▲ Add	3+
277	ACGL Arch Capital Group Ltd.	0.1%	$82.73M	852.35K	-3.8%	▼ Trim	3+
278	O Realty Income Corporation	0.1%	$82.48M	1.33M	+6.1%	▲ Add	3+
279	SPTL State Street SPDR Portfolio…	0.1%	$82.14M	3.13M	-10.7%	▼ Trim	3+
280	CLX The Clorox Company	0.1%	$81.97M	858.89K	+17.7%	▲ Add	3+
281	BE Bloom Energy Corporation	0.1%	$81.61M	269.60K	+10.6%	▲ Add	3+
282	SMH VanEck Semiconductor ETF	0.1%	$81.50M	124.20K	-10.1%	▼ Trim	3+
283	CTSH Cognizant Technology…	0.1%	$80.65M	2.08M	+4.1%	▲ Add	3+
284	OKE ONEOK, Inc.	0.1%	$80.58M	926.84K	+2.3%	▲ Add	3+
285	VRTX Vertex Pharmaceuticals…	0.1%	$80.54M	162.15K	+0.7%	▲ Add	3+
286	EEM iShares MSCI Emerging…	0.1%	$79.44M	1.16M	-8.9%	▼ Trim	3+
287	GDX VanEck Gold Miners ETF	0.1%	$79.38M	1.05M	+1.6%	▲ Add	3+
288	BAI iShares A.I. Innovation and…	0.1%	$79.20M	1.50M	-11.7%	▼ Trim	3+
289	FDX FedEx Corporation	0.1%	$79.19M	252.91K	-21.3% ✂	▼ Trim	3+
290	BND Vanguard Total Bond Market…	0.1%	$79.09M	1.08M	+4.5%	▲ Add	3+
291	ILMN Illumina, Inc.	0.1%	$78.52M	446.60K	-6.0%	▼ Trim	3+
292	SPG Simon Property Group, Inc.	0.1%	$78.48M	350.92K	-0.6%	▼ Trim	3+
293	LQD iShares iBoxx $ Investment…	0.1%	$76.86M	704.70K	+2.9%	▲ Add	3+
294	WELL Welltower Inc.	0.1%	$76.42M	336.69K	+13.9%	▲ Add	3+
295	VGK Vanguard FTSE Europe ETF	0.1%	$76.11M	859.58K	-6.3%	▼ Trim	3+
296	RDVI FT Vest Rising Dividend…	0.1%	$75.85M	2.58M	+5.1%	▲ Add	3+
297	SCHG Schwab U.S. Large-Cap…	0.1%	$75.17M	2.22M	+5.7%	▲ Add	3+
298	BSX Boston Scientific…	0.1%	$75.16M	1.76M	-11.0%	▼ Trim	3+
299	ECL Ecolab Inc.	0.1%	$74.59M	267.70K	+9.8%	▲ Add	3+
300	SHV iShares Trust iShares 0-1…	0.1%	$74.21M	672.54K	-24.0%	▼ Trim	3+
301	SCHD Schwab U.S. Dividend Equity…	0.1%	$73.71M	2.32M	+0.8%	▲ Add	3+
302	MPLX MPLX Lp	0.1%	$73.58M	1.31M	-1.8%	▼ Trim	3+
303	CVS CVS Health Corp.	0.1%	$73.49M	710.36K	-10.9%	▼ Trim	3+
304	AIRR First Trust RBA American…	0.1%	$73.41M	550.87K	+20.2%	▲ Add	3+
305	GPC Genuine Parts Company	0.1%	$72.80M	617.08K	-0.2%	▼ Trim	3+
306	FCX Freeport-McMoRan Inc.	0.1%	$72.33M	1.15M	-11.8%	▼ Trim	3+
307	TCAF T. Rowe Price Capital…	0.1%	$72.30M	1.76M	+22.1%	▲ Add	3+
308	TMUS T-Mobile US, Inc.	0.1%	$72.07M	429.66K	+5.9%	▲ Add	3+
309	T AT&T Inc.	0.1%	$71.95M	3.48M	+1.4%	▲ Add	3+
310	WDC Western Digital Corporation	0.1%	$71.81M	112.43K	-32.5%	▼ Trim	3+
311	EFG iShares MSCI EAFE Growth ETF	0.1%	$71.78M	576.90K	+8.7%	▲ Add	3+
312	NVO Novo Nordisk A/S	0.1%	$71.69M	1.50M	+29.3%	▲ Add	3+
313	FTSM First Trust Enhanced Short…	0.1%	$71.48M	1.20M	+0.9%	▲ Add	3+
314	SWK Stanley Black & Decker, Inc.	0.1%	$71.35M	758.06K	+0.5%	▲ Add	3+
315	JKHY Jack Henry & Associates…	0.1%	$70.89M	514.61K	-2.4%	▼ Trim	3+
316	MUB iShares National Muni Bond…	0.1%	$69.72M	647.85K	+1.9%	▲ Add	3+
317	FTCS First Trust Capital…	0.1%	$69.30M	737.86K	-0.9%	▼ Trim	3+
318	VNQ Vanguard Real Estate ETF	0.1%	$69.26M	718.23K	+3.9%	▲ Add	3+
319	DOX Amdocs Limited	0.1%	$68.72M	1.36M	+5.7%	▲ Add	3+
320	XLG Invesco S&P 500 Top 50 ETF	0.1%	$68.71M	1.12M	+11.5%	▲ Add	3+
321	CGXU Capital Group International…	0.1%	$68.23M	1.97M	+9.3%	▲ Add	3+
322	BSV Vanguard Short-Term Bond ETF	0.1%	$67.46M	865.92K	+3.0%	▲ Add	3+
323	EMN Eastman Chemical Company	0.1%	$67.32M	1.01M	-1.0%	▼ Trim	3+
324	EQR Equity Residential	0.1%	$67.16M	988.62K	-0.3%	▼ Trim	3+
325	CGCP Capital Group Core Plus…	0.1%	$66.18M	2.97M	+13.1%	▲ Add	3+
326	CIBR First Trust Nasdaq…	0.1%	$65.86M	732.89K	+1.5%	▲ Add	3+
327	XLC State Street Communication…	0.1%	$65.19M	608.50K	-13.7%	▼ Trim	3+
328	GRID First Trust NASDAQ Clean…	0.1%	$65.03M	339.05K	+22.4%	▲ Add	3+
329	VHT Vanguard Health Care ETF	0.1%	$64.94M	217.18K	+3.5%	▲ Add	3+
330	CGUS Capital Group Core Equity…	0.1%	$63.48M	1.43M	+15.5%	▲ Add	3+
331	KMI Kinder Morgan, Inc.	0.1%	$62.92M	1.97M	+1.4%	▲ Add	3+
332	SOXX iShares Semiconductor ETF	0.1%	$62.85M	98.07K	+0.9%	▲ Add	3+
333	MGV Vanguard Morningstar Mega…	0.1%	$62.72M	383.72K	+4.9%	▲ Add	3+
334	GOVT iShares U.S. Treasury Bond…	0.1%	$62.68M	2.75M	+12.6%	▲ Add	3+
335	AMT American Tower Corporation	0.1%	$62.59M	382.61K	+2.3%	▲ Add	3+
336	DLR Digital Realty Trust, Inc.	0.1%	$62.39M	347.43K	+2.2%	▲ Add	3+
337	XMMO Invesco S&P MidCap Momentum…	0.1%	$62.13M	365.15K	+2.6%	▲ Add	3+
338	LVHI Franklin International Low…	0.1%	$61.99M	1.53M	+3.7%	▲ Add	3+
339	HEI-A HEICO Corporation	0.1%	$61.32M	237.76K	+2.4%	▲ Add	3+
340	CGMU Capital Group Municipal…	0.1%	$61.23M	2.23M	+6.5%	▲ Add	3+
341	BKR Baker Hughes Company	0.1%	$60.87M	1.10M	-4.6%	▼ Trim	3+
342	XLY State Street Consumer…	0.1%	$60.62M	516.91K	-20.1%	▼ Trim	3+
343	VCIT Vanguard Intermediate-Term…	0.1%	$60.30M	729.53K	+0.7%	▲ Add	3+
344	PGR The Progressive Corporation	0.1%	$60.18M	275.48K	+78.5%	▲ Add	3+
345	CGMS Capital Group U.S.…	0.1%	$60.01M	2.20M	+15.3%	▲ Add	3+
346	IXUS iShares Core MSCI Total…	0.1%	$59.63M	624.77K	+6.3%	▲ Add	3+
347	FEOE RBB FUND TRUST	0.1%	$59.63M	1.12M	+12.4%	▲ Add	3+
348	VFH Vanguard Financials ETF	0.0%	$59.40M	451.39K	-2.5%	▼ Trim	3+
349	CGBL Capital Group Core Balanced…	0.0%	$59.40M	1.56M	+23.3%	▲ Add	3+
350	FDL First Trust Morningstar…	0.0%	$59.05M	1.21M	-1.8%	▼ Trim	3+
351	IYW iShares U.S. Technology ETF	0.0%	$58.95M	233.71K	-5.2%	▼ Trim	3+
352	EFV iShares MSCI EAFE Value ETF	0.0%	$58.89M	769.25K	-39.8%	▼ Trim	3+
353	VIS Vanguard Industrials ETF	0.0%	$58.64M	162.69K	+2.5%	▲ Add	3+
354	BDX Becton, Dickinson and…	0.0%	$58.16M	384.29K	+1.6%	▲ Add	3+
355	SHLD Global X - Defense Tech ETF	0.0%	$58.12M	973.43K	+68.2%	▲ Add	3+
356	JCI Johnson Controls…	0.0%	$57.60M	394.23K	+1.4%	▲ Add	3+
357	FLXR TCW Flexible Income ETF	0.0%	$57.56M	1.47M	+24.4%	▲ Add	3+
358	MMM 3M Company	0.0%	$57.44M	354.79K	-4.1%	▼ Trim	3+
359	USMV iShares MSCI USA Min Vol…	0.0%	$57.40M	595.11K	-9.3%	▼ Trim	3+
360	COHR Coherent, Inc.	0.0%	$55.92M	141.76K	+6.7%	▲ Add	3+
361	FTCB First Trust Core Investment…	0.0%	$55.81M	2.68M	+9.8%	▲ Add	3+
362	BWXT BWX Technologies, Inc.	0.0%	$55.09M	282.99K	+1.0%	▲ Add	3+
363	IBKR Interactive Brokers Group…	0.0%	$54.73M	628.81K	-3.2%	▼ Trim	3+
364	BKDV BNY Mellon Dynamic Value ETF	0.0%	$54.42M	1.63M	+3.1%	▲ Add	3+
365	VBK Vanguard Morningstar…	0.0%	$54.17M	148.11K	-0.3%	▼ Trim	3+
366	BTI British American Tobacco…	0.0%	$54.03M	874.87K	-0.9%	▼ Trim	3+
367	BBY Best Buy Co., Inc.	0.0%	$54.00M	711.59K	-0.8%	▼ Trim	3+
368	AFL Aflac Incorporated	0.0%	$53.97M	460.34K	+0.2%	▲ Add	3+
369	FLEX Flex Ltd.	0.0%	$53.60M	330.70K	-16.4%	▼ Trim	3+
370	ITA iShares U.S. Aerospace &…	0.0%	$53.09M	218.96K	+1.4%	▲ Add	3+
371	CGGO Capital Group Global Growth…	0.0%	$52.78M	1.25M	+15.8%	▲ Add	3+
372	SPYM State Street SPDR Portfolio…	0.0%	$52.57M	598.17K	+74.5%	▲ Add	3+
373	CEG Constellation Energy…	0.0%	$52.54M	211.48K	+10.9%	▲ Add	3+
374	JGRO JPMorgan Active Growth ETF	0.0%	$52.51M	532.64K	+2.0%	▲ Add	3+
375	AGZ ISHARES TR	0.0%	$52.30M	478.57K	+7.1%	▲ Add	3+
376	XBI State Street SPDR S&P…	0.0%	$52.27M	330.31K	+13.5%	▲ Add	3+
377	BOND PIMCO Active Bond…	0.0%	$52.25M	566.67K	+18.4%	▲ Add	3+
378	EOG EOG Resources, Inc.	0.0%	$52.15M	401.95K	-2.8%	▼ Trim	3+
379	MCK McKesson Corporation	0.0%	$52.02M	68.84K	-3.0%	▼ Trim	3+
380	NVS Novartis AG	0.0%	$51.77M	330.31K	+4.0%	▲ Add	3+
381	AMLP Alerian MLP ETF	0.0%	$51.52M	993.67K	-3.0%	▼ Trim	3+
382	TTE TotalEnergies SE	0.0%	$51.46M	661.79K	-11.0%	▼ Trim	3+
383	CTVA Corteva, Inc.	0.0%	$51.10M	603.40K	-1.2%	▼ Trim	3+
384	MDY State Street SPDR S&P…	0.0%	$51.02M	72.53K	-32.1%	▼ Trim	3+
385	IPAC iShares Core MSCI Pacific…	0.0%	$50.02M	610.50K	+1.2%	▲ Add	3+
386	PYLD PIMCO Multisector Bond…	0.0%	$49.93M	1.88M	+17.7%	▲ Add	3+
387	NOC Northrop Grumman Corporation	0.0%	$49.79M	97.76K	+3.9%	▲ Add	3+
388	WMS Advanced Drainage Systems…	0.0%	$49.67M	316.42K	-0.7%	▼ Trim	3+
389	CAH Cardinal Health, Inc.	0.0%	$49.41M	207.99K	-0.4%	▼ Trim	3+
390	INTU Intuit Inc.	0.0%	$49.35M	189.08K	-42.8%	▼ Trim	3+
391	DVY iShares Select Dividend ETF	0.0%	$49.29M	315.36K	+1.1%	▲ Add	3+
392	CIEN Ciena Corporation	0.0%	$49.21M	100.31K	-2.2%	▼ Trim	3+
393	TDG TransDigm Group Incorporated	0.0%	$49.21M	36.94K	-12.3%	▼ Trim	3+
394	DIVO Amplify CWP Enhanced…	0.0%	$48.98M	1.07M	+18.6%	▲ Add	3+
395	ARCC Ares Capital Corporation	0.0%	$48.94M	2.64M	+0.1%	▲ Add	3+
396	UL Unilever PLC	0.0%	$48.85M	812.56K	+0.8%	▲ Add	3+
397	NEM Newmont Corporation	0.0%	$48.28M	516.91K	-7.2%	▼ Trim	3+
398	CME CME Group Inc.	0.0%	$47.13M	213.42K	-3.6%	▼ Trim	3+
399	VDE Vanguard Energy ETF	0.0%	$46.94M	312.65K	+3.7%	▲ Add	3+
400	ALAB Astera Labs, Inc. Common…	0.0%	$46.93M	97.17K	-27.3%	▼ Trim	3+
401	RGA Reinsurance Group of…	0.0%	$46.66M	219.42K	-37.2%	▼ Trim	3+
402	FPE First Trust Preferred…	0.0%	$46.60M	2.61M	+10.8%	▲ Add	3+
403	TRV The Travelers Companies…	0.0%	$46.36M	140.43K	-1.9%	▼ Trim	3+
404	IGM iShares Expanded Tech…	0.0%	$46.16M	282.18K	-2.0%	▼ Trim	3+
405	SLV iShares Silver Trust	0.0%	$45.91M	858.52K	-15.4%	▼ Trim	3+
406	LPLA LPL Financial Holdings Inc.	0.0%	$45.78M	162.53K	-1.2%	▼ Trim	3+
407	TIP iShares TIPS Bond ETF	0.0%	$45.30M	413.98K	+0.2%	▲ Add	3+
408	VCR Vanguard Consumer…	0.0%	$44.75M	112.83K	-0.1%	▼ Trim	3+
409	ALL The Allstate Corporation	0.0%	$44.58M	187.35K	+6.1%	▲ Add	3+
410	LHX L3Harris Technologies, Inc.	0.0%	$43.85M	150.86K	-23.1%	▼ Trim	3+
411	WRB W. R. Berkley Corporation	0.0%	$43.80M	620.96K	-6.9%	▼ Trim	3+
412	BLCR iShares Large Cap Core…	0.0%	$43.73M	868.27K	+23.2%	▲ Add	2
413	FIX Comfort Systems USA, Inc.	0.0%	$43.44M	21.92K	-13.3%	▼ Trim	3+
414	WSO Watsco, Inc.	0.0%	$42.99M	103.16K	-6.9%	▼ Trim	3+
415	TT Trane Technologies plc	0.0%	$42.99M	87.52K	-3.2%	▼ Trim	3+
416	BIV Vanguard Intermediate-Term…	0.0%	$42.81M	558.19K	+3.2%	▲ Add	3+
417	IDV iShares International…	0.0%	$42.76M	1.03M	+4.3%	▲ Add	3+
418	WES Western Midstream Partners…	0.0%	$42.71M	975.98K	-0.8%	▼ Trim	3+
419	BKNG Booking Holdings Inc.	0.0%	$42.64M	239.22K	+29.1% ✂	▲ Add	3+
420	GBIL Goldman Sachs Access…	0.0%	$42.55M	424.82K	+6.7%	▲ Add	3+
421	ICE Intercontinental Exchange…	0.0%	$42.43M	344.65K	-10.9%	▼ Trim	3+
422	PSX Phillips 66	0.0%	$42.33M	250.35K	-1.4%	▼ Trim	3+
423	AON Aon plc	0.0%	$42.23M	127.31K	-14.6%	▼ Trim	3+
424	QQQM Invesco NASDAQ 100 ETF	0.0%	$41.60M	137.30K	+5.4%	▲ Add	3+
425	JCPB JPMorgan Core Plus Bond ETF	0.0%	$41.57M	885.70K	+13.1%	▲ Add	3+
426	CMG Chipotle Mexican Grill, Inc.	0.0%	$41.41M	1.22M	-4.4%	▼ Trim	3+
427	UCON First Trust Smith…	0.0%	$41.34M	1.66M	+1.7%	▲ Add	3+
428	CCJ Cameco Corporation	0.0%	$40.87M	401.21K	+22.4%	▲ Add	3+
429	RCL Royal Caribbean Cruises Ltd.	0.0%	$40.71M	128.19K	-0.5%	▼ Trim	3+
430	BINC iShares Flexible Income…	0.0%	$40.55M	774.76K	-20.4%	▼ Trim	3+
431	ATO Atmos Energy Corporation	0.0%	$40.54M	235.33K	+1.0%	▲ Add	3+
432	BNDX Vanguard Total…	0.0%	$40.37M	833.55K	+3.9%	▲ Add	3+
433	AJG Arthur J. Gallagher & Co.	0.0%	$40.16M	174.92K	+0.3%	▲ Add	3+
434	DVN Devon Energy Corporation	0.0%	$40.15M	971.75K	+32.6%	▲ Add	3+
435	BNY Bank of New York Mellon Corp	0.0%	$39.58M	273.72K	-4.8%	▼ Trim	3+
436	IJS iShares S&P Small-Cap 600…	0.0%	$39.39M	288.19K	-4.8%	▼ Trim	3+
437	XLP State Street Consumer…	0.0%	$38.99M	469.38K	-21.1%	▼ Trim	3+
438	GL Globe Life Inc.	0.0%	$38.90M	217.70K	-2.4%	▼ Trim	3+
439	USHY iShares Broad USD High…	0.0%	$38.63M	1.04M	+3.9%	▲ Add	3+
440	NET Cloudflare, Inc.	0.0%	$38.60M	157.37K	+31.8%	▲ Add	3+
441	SHOP Shopify Inc.	0.0%	$38.48M	336.98K	-15.6%	▼ Trim	3+
442	SNOW Snowflake Inc.	0.0%	$38.44M	151.02K	-26.9%	▼ Trim	3+
443	JBL Jabil Inc.	0.0%	$38.42M	99.67K	+4.7%	▲ Add	3+
444	TEL TE Connectivity plc	0.0%	$38.41M	190.50K	-1.2%	▼ Trim	3+
445	AEM Agnico Eagle Mines Limited	0.0%	$38.33M	247.09K	-3.1%	▼ Trim	3+
446	SUB iShares Short-Term National…	0.0%	$38.31M	359.79K	+20.4%	▲ Add	3+
447	ICSH iShares Ultra Short…	0.0%	$38.25M	756.30K	+23.0%	▲ Add	3+
448	HRL Hormel Foods Corporation	0.0%	$38.18M	1.54M	+0.1%	▲ Add	3+
449	SYY Sysco Corporation	0.0%	$37.86M	452.94K	-1.6%	▼ Trim	3+
450	DDOG Datadog, Inc.	0.0%	$37.58M	144.33K	-29.2%	▼ Trim	3+
451	XLB State Street Materials…	0.0%	$37.56M	738.91K	+248.0%	▲ Add	3+
452	PDP INVESCO EXCHANGE TRADED FD T	0.0%	$37.52M	247.28K	+1.1%	▲ Add	3+
453	VT Vanguard Total World Stock…	0.0%	$37.50M	238.94K	+35.1%	▲ Add	3+
454	TDY Teledyne Technologies…	0.0%	$37.48M	56.20K	-4.6%	▼ Trim	3+
455	AVDV Avantis International Small…	0.0%	$37.48M	363.71K	-5.3%	▼ Trim	3+
456	RF Regions Financial…	0.0%	$37.17M	1.23M	+42.0%	▲ Add	3+
457	SNPS Synopsys, Inc.	0.0%	$36.37M	81.55K	-5.6%	▼ Trim	3+
458	NDSN Nordson Corporation	0.0%	$36.25M	120.16K	-1.3%	▼ Trim	3+
459	MANE Veradermics, Incorporated	0.0%	$36.16M	294.12K	0.0%	Held	2
460	FENI Fidelity Enhanced…	0.0%	$36.04M	897.96K	+16.9%	▲ Add	3+
461	VMC Vulcan Materials Company	0.0%	$36.01M	122.05K	-1.3%	▼ Trim	3+
462	CPRT Copart, Inc.	0.0%	$35.93M	1.27M	+32.5%	▲ Add	3+
463	ETR Entergy Corporation	0.0%	$35.91M	312.66K	+22.2%	▲ Add	3+
464	SPMO Invesco S&P 500 Momentum ETF	0.0%	$35.91M	222.30K	-5.9%	▼ Trim	3+
465	SCHX Schwab U.S. Large-Cap ETF	0.0%	$35.87M	1.22M	+0.3%	▲ Add	3+
466	NSC Norfolk Southern Corporation	0.0%	$35.73M	113.59K	-3.5%	▼ Trim	3+
467	SPYI NEOS ETF TRUST	0.0%	$35.68M	671.99K	-2.5%	▼ Trim	3+
468	IQLT iShares MSCI Intl Quality…	0.0%	$35.64M	719.18K	+3.0%	▲ Add	3+
469	CGDG Capital Group Dividend…	0.0%	$35.62M	949.59K	+20.2%	▲ Add	3+
470	MDB MongoDB, Inc.	0.0%	$35.62M	106.03K	+7.6%	▲ Add	3+
471	VDC Vanguard Consumer Staples…	0.0%	$35.34M	156.70K	+7.7%	▲ Add	3+
472	SPCX Space Exploration…	0.0%	$35.33M	206.76K	Mới	New	1
473	CORO iShares International…	0.0%	$35.24M	962.91K	Mới	New	1
474	KR The Kroger Co.	0.0%	$35.20M	633.95K	+2.1%	▲ Add	3+
475	NLR VanEck Uranium and Nuclear…	0.0%	$35.15M	303.04K	+5.7%	▲ Add	3+
476	MPC Marathon Petroleum…	0.0%	$34.95M	136.69K	-2.9%	▼ Trim	3+
477	TRGP Targa Resources Corp.	0.0%	$34.85M	129.99K	+17.8%	▲ Add	3+
478	VPL Vanguard FTSE Pacific ETF	0.0%	$34.77M	300.58K	+407.9%	▲ Add	3+
479	CGSD Capital Group Short…	0.0%	$34.70M	1.35M	+55.1%	▲ Add	3+
480	GIS General Mills, Inc.	0.0%	$34.52M	991.94K	+6.1%	▲ Add	3+
481	AVUV Avantis U.S. Small Cap…	0.0%	$34.39M	275.64K	+65.9%	▲ Add	3+
482	APO Apollo Global Management…	0.0%	$34.28M	289.78K	+19.5%	▲ Add	3+
483	FLS Flowserve Corporation	0.0%	$34.27M	462.12K	+16.1%	▲ Add	3+
484	DAR Darling Ingredients Inc.	0.0%	$34.23M	626.78K	-8.2%	▼ Trim	3+
485	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$34.20M	626.12K	+3.0%	▲ Add	3+
486	IDEF iShares Defense Industrials…	0.0%	$34.12M	1.07M	+19.9%	▲ Add	2
487	VSS Vanguard FTSE All-World…	0.0%	$34.06M	220.72K	-0.2%	▼ Trim	3+
488	APP AppLovin Corporation	0.0%	$34.01M	66.02K	-22.9%	▼ Trim	3+
489	SRE Sempra	0.0%	$33.79M	364.47K	-0.1%	▼ Trim	3+
490	LMBS First Trust Low Duration…	0.0%	$33.77M	678.37K	-4.0%	▼ Trim	3+
491	GSK GSK plc	0.0%	$33.66M	642.21K	+3.2%	▲ Add	3+
492	JAZZ Jazz Pharmaceuticals plc	0.0%	$33.61M	139.49K	0.0%	▼ Trim	3+
493	MAR Marriott International, Inc.	0.0%	$33.42M	90.19K	+13.2%	▲ Add	3+
494	AMCR Amcor plc	0.0%	$33.40M	770.37K	+5.6%	▲ Add	3+
495	MCHP Microchip Technology…	0.0%	$33.34M	365.59K	+6.3%	▲ Add	3+
496	IBB iShares Biotechnology ETF	0.0%	$33.23M	174.74K	+11.1%	▲ Add	3+
497	TDIV First Trust NASDAQ…	0.0%	$33.16M	288.65K	-3.1%	▼ Trim	3+
498	SPOT Spotify Technology S.A.	0.0%	$33.12M	72.14K	+0.4%	▲ Add	3+
499	SNY Sanofi	0.0%	$32.93M	771.82K	-1.5%	▼ Trim	3+
500	PFF iShares Preferred and…	0.0%	$32.81M	1.08M	+6.0%	▲ Add	3+

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

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
HONA Honeywell Aerospace Inc	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%
GOOGM Alphabet Inc.…	92.61K	—	Mới	$4.71M	0.0%
FLYW Flywire Corp	258.63K	—	Mới	$4.54M	0.0%
CSEN	161.70K	—	Mới	$3.82M	0.0%
CIGI Colliers International…	36.29K	—	Mới	$3.40M	0.0%
ELCV	102.05K	—	Mới	$3.35M	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%
SMCIP	35.93K	—	Mới	$1.87M	0.0%
LOAR Loar Holdings Inc.	22.38K	—	Mới	$1.80M	0.0%
BEDY	57.74K	—	Mới	$1.68M	0.0%
MFSB	66.76K	—	Mới	$1.66M	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%
LCF	21.70K	—	Mới	$937,022	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%
SNTH	18.14K	—	Mới	$539,212	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%
ELM	12.98K	—	Mới	$380,377	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%
MSMR	9.96K	—	Mới	$350,260	0.0%
AIS	4.05K	—	Mới	$345,591	0.0%
ELFY	7.64K	—	Mới	$343,308	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%
PSDM	6.20K	—	Mới	$315,580	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%

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	+5.7% ✂	$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%
MKOR	—	27.28K	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%
NXJ	—	26.51K	Thoát	$326,108	0.0%
KOS Kosmos Energy Ltd.	—	115.99K	Thoát	$322,464	0.0%
ESTC Elastic N.V.	—	6.34K	Thoát	$316,743	0.0%
BBHL	—	20.95K	Thoát	$314,683	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%
NFTY	—	5.65K	Thoát	$291,005	0.0%
FTLF	—	19.98K	Thoát	$283,715	0.0%
KHPI	—	10.64K	Thoát	$257,546	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%
PVI	—	8.67K	Thoát	$215,623	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%
EPRF	—	12.55K	Thoát	$208,288	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%
BHV	—	16.84K	Thoát	$174,431	0.0%
NQP	—	14.12K	Thoát	$168,392	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%
RSSS	—	11.00K	Thoát	$24,860	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%

Tuổi vị thế

2000–1 quý

34462–4 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	3599	44.5%	0.8915	So sánh ⇄
Ameriprise Financial Inc	2825	59.3%	0.8462	So sánh ⇄
Bank of New York Mellon Corp	2587	49.8%	0.8431	So sánh ⇄
Rockefeller Capital Management L.P.	3141	60.6%	0.8418	So sánh ⇄
Fifth Third Bancorp	3030	62.4%	0.8204	So sánh ⇄
UBS AM, a distinct business unit of UBS…	2529	53.1%	0.8159	So sánh ⇄
Wells Fargo & Company/Mn	3506	52.6%	0.8092	So sánh ⇄
Quantinno Capital Management LP	2444	53.2%	0.8058	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 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

May 12 2026 13F-HR · kỳ Q1 2026

$108.79B · 8,981 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$111.17B · 9,512 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Nov 12 2025 13F-HR · kỳ Q3 2025

$109.53B · 9,480 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$102.81B · 9,316 danh mục nắm giữ được liệt kê · 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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