$75.00B13F报告持仓市值
5,167持仓明细
25.9%前十大权重
87.40有效持仓
n/a预计换手率
+0新增
−0清仓
申报的13F投资组合价值仅涵盖美国应申报多头仓位，不含现金、债券、空头仓位或非美国持仓，不等同于管理规模。 无可比的前期申报，本季度变动列数据不可用。
板块敞口
金融服务
56.2%
科技
15.2%
医疗保健
5.2%
工业
4.8%
可选消费
4.8%
必选消费
4.7%
通信服务
4.6%
能源
1.8%
公用事业
1.2%
基础材料
0.9%
房地产
0.6%
占已申报普通股权益价值的比例；（±pp）较上一季度。
持仓组合 · Q4 2025
| # | 证券 | 权重 | 价值 | 股份 | Δ股份 | 持有 | |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 6.4% | $4.80B | 7.01M | n/a | n/c | 1 |
| 2 | SPY State Street SPDR S&P 500… | 2.9% | $2.13B | 3.13M | n/a | n/c | 1 |
| 3 | MSFT Microsoft Corporation | 2.8% | $2.07B | 4.28M | n/a | n/c | 1 |
| 4 | NVDA NVIDIA Corporation | 2.5% | $1.87B | 10.03M | n/a | n/c | 1 |
| 5 | AAPL Apple Inc. | 2.5% | $1.86B | 6.84M | n/a | n/c | 1 |
| 6 | GOVT iShares U.S. Treasury Bond… | 2.2% | $1.63B | 71.01M | n/a | n/c | 1 |
| 7 | IEFA iShares Core MSCI EAFE ETF | 2.1% | $1.57B | 17.56M | n/a | n/c | 1 |
| 8 | VOO Vanguard S&P 500 ETF | 1.7% | $1.29B | 2.05M | n/a | n/c | 1 |
| 9 | GOOG Alphabet Inc. | 1.5% | $1.14B | 3.62M | n/a | n/c | 1 |
| 10 | KO The Coca-Cola Company | 1.4% | $1.05B | 15.05M | n/a | n/c | 1 |
| 11 | AVGO Broadcom Inc. | 1.4% | $1.03B | 2.97M | n/a | n/c | 1 |
| 12 | AMZN Amazon.com, Inc. | 1.4% | $1.02B | 4.40M | n/a | n/c | 1 |
| 13 | IWF iShares Russell 1000 Growth… | 1.3% | $988.72M | 2.09M | n/a | n/c | 1 |
| 14 | JPM JPMorgan Chase & Co. | 1.3% | $968.74M | 3.01M | n/a | n/c | 1 |
| 15 | GOOGL Alphabet Inc. | 1.1% | $813.78M | 2.60M | n/a | n/c | 1 |
| 16 | AGG iShares Core U.S. Aggregate… | 1.0% | $763.14M | 7.64M | n/a | n/c | 1 |
| 17 | XLK State Street Technology… | 0.9% | $673.05M | 4.67M | n/a | n/c | 1 |
| 18 | META Meta Platforms, Inc. | 0.9% | $659.38M | 998.92K | n/a | n/c | 1 |
| 19 | QQQ Invesco QQQ Trust, Series 1 | 0.9% | $649.25M | 1.06M | n/a | n/c | 1 |
| 20 | IJH iShares Core S&P Mid-Cap ETF | 0.8% | $611.65M | 9.27M | n/a | n/c | 1 |
| 21 | IJR iShares Core S&P Small-Cap… | 0.7% | $558.14M | 4.64M | n/a | n/c | 1 |
| 22 | ABBV AbbVie Inc. | 0.7% | $548.89M | 2.40M | n/a | n/c | 1 |
| 23 | V Visa Inc. | 0.7% | $547.50M | 1.56M | n/a | n/c | 1 |
| 24 | XLF State Street Financial… | 0.7% | $546.81M | 9.98M | n/a | n/c | 1 |
| 25 | RSP Invesco S&P 500 Equal… | 0.7% | $528.27M | 2.76M | n/a | n/c | 1 |
| 26 | VUG Vanguard Morningstar Growth… | 0.7% | $525.91M | 1.08M | n/a | n/c | 1 |
| 27 | USIG iShares Broad USD… | 0.7% | $515.99M | 9.97M | n/a | n/c | 1 |
| 28 | VTV Vanguard Morningstar Value… | 0.7% | $498.27M | 2.61M | n/a | n/c | 1 |
| 29 | IWD iShares Russell 1000 Value… | 0.7% | $493.16M | 2.34M | n/a | n/c | 1 |
| 30 | IAU iShares Gold Trust | 0.6% | $479.23M | 5.90M | n/a | n/c | 1 |
| 31 | IEMG iShares Core MSCI Emerging… | 0.6% | $446.98M | 6.65M | n/a | n/c | 1 |
| 32 | CCEP Coca-Cola Europacific… | 0.6% | $431.23M | 4.75M | n/a | n/c | 1 |
| 33 | WMT Walmart Inc. | 0.6% | $428.80M | 3.85M | n/a | n/c | 1 |
| 34 | RTX RTX Corporation | 0.6% | $424.57M | 2.32M | n/a | n/c | 1 |
| 35 | JNJ Johnson & Johnson | 0.6% | $420.14M | 2.03M | n/a | n/c | 1 |
| 36 | XLC State Street Communication… | 0.6% | $413.29M | 3.51M | n/a | n/c | 1 |
| 37 | EFA iShares MSCI EAFE ETF | 0.5% | $408.43M | 4.25M | n/a | n/c | 1 |
| 38 | IWR iShares Russell Mid-Cap ETF | 0.5% | $402.44M | 4.18M | n/a | n/c | 1 |
| 39 | PM Philip Morris International… | 0.5% | $397.29M | 2.48M | n/a | n/c | 1 |
| 40 | LLY Eli Lilly and Company | 0.5% | $394.16M | 366.77K | n/a | n/c | 1 |
| 41 | MBB iShares MBS ETF | 0.5% | $374.92M | 3.94M | n/a | n/c | 1 |
| 42 | HD The Home Depot, Inc. | 0.5% | $362.03M | 1.05M | n/a | n/c | 1 |
| 43 | XLV State Street Health Care… | 0.5% | $352.91M | 2.28M | n/a | n/c | 1 |
| 44 | ORCL Oracle Corporation | 0.5% | $351.67M | 1.80M | n/a | n/c | 1 |
| 45 | TSLA Tesla, Inc. | 0.5% | $350.06M | 778.39K | n/a | n/c | 1 |
| 46 | CSCO Cisco Systems, Inc. | 0.4% | $332.08M | 4.31M | n/a | n/c | 1 |
| 47 | BRK-B Berkshire Hathaway Inc. | 0.4% | $322.75M | 642.10K | n/a | n/c | 1 |
| 48 | IWM iShares Russell 2000 ETF | 0.4% | $310.12M | 1.26M | n/a | n/c | 1 |
| 49 | LRCX Lam Research Corporation | 0.4% | $306.75M | 1.79M | n/a | n/c | 1 |
| 50 | SPYG State Street SPDR Portfolio… | 0.4% | $284.04M | 2.66M | n/a | n/c | 1 |
| 51 | KLAC KLA Corporation | 0.4% | $278.87M | 229.51K | n/a | n/c | 1 |
| 52 | IBM International Business… | 0.4% | $270.18M | 912.13K | n/a | n/c | 1 |
| 53 | BNY Bank of New York Mellon Corp | 0.4% | $263.19M | 2.27M | n/a | n/c | 1 |
| 54 | XONA.DE Exxon Mobil Corporation | 0.3% | $260.09M | 2.16M | n/a | n/c | 1 |
| 55 | PNC The PNC Financial Services… | 0.3% | $259.34M | 1.24M | n/a | n/c | 1 |
| 56 | BLK BlackRock, Inc. | 0.3% | $258.97M | 241.95K | n/a | n/c | 1 |
| 57 | COST Costco Wholesale Corporation | 0.3% | $250.30M | 290.25K | n/a | n/c | 1 |
| 58 | ADI Analog Devices, Inc. | 0.3% | $245.58M | 905.52K | n/a | n/c | 1 |
| 59 | VTI Vanguard Morningstar Total… | 0.3% | $243.24M | 725.52K | n/a | n/c | 1 |
| 60 | VEA Vanguard FTSE Developed… | 0.3% | $242.19M | 3.88M | n/a | n/c | 1 |
| 61 | MDT Medtronic plc | 0.3% | $240.93M | 2.51M | n/a | n/c | 1 |
| 62 | WFC Wells Fargo & Company | 0.3% | $238.62M | 2.56M | n/a | n/c | 1 |
| 63 | GLD SPDR Gold Shares | 0.3% | $238.16M | 600.94K | n/a | n/c | 1 |
| 64 | VONG Vanguard Russell 1000… | 0.3% | $236.27M | 1.94M | n/a | n/c | 1 |
| 65 | UNP Union Pacific Corporation | 0.3% | $235.04M | 1.02M | n/a | n/c | 1 |
| 66 | IEI iShares 3-7 Year Treasury… | 0.3% | $234.96M | 1.97M | n/a | n/c | 1 |
| 67 | XLP State Street Consumer… | 0.3% | $233.53M | 3.01M | n/a | n/c | 1 |
| 68 | ETR Entergy Corporation | 0.3% | $225.48M | 2.44M | n/a | n/c | 1 |
| 69 | TFC Truist Financial Corporation | 0.3% | $224.96M | 4.57M | n/a | n/c | 1 |
| 70 | MRK Merck & Co., Inc. | 0.3% | $215.66M | 2.05M | n/a | n/c | 1 |
| 71 | DGRO iShares Core Dividend… | 0.3% | $210.44M | 3.03M | n/a | n/c | 1 |
| 72 | CVX Chevron Corporation | 0.3% | $208.59M | 1.37M | n/a | n/c | 1 |
| 73 | BND Vanguard Total Bond Market… | 0.3% | $206.14M | 2.78M | n/a | n/c | 1 |
| 74 | PWR Quanta Services, Inc. | 0.3% | $204.70M | 485.01K | n/a | n/c | 1 |
| 75 | SHY iShares 1-3 Year Treasury… | 0.3% | $190.37M | 2.30M | n/a | n/c | 1 |
| 76 | VIG Vanguard Dividend… | 0.3% | $188.47M | 857.52K | n/a | n/c | 1 |
| 77 | ETN Eaton Corporation plc | 0.3% | $187.57M | 588.90K | n/a | n/c | 1 |
| 78 | TRGP Targa Resources Corp. | 0.2% | $183.11M | 992.46K | n/a | n/c | 1 |
| 79 | QCOM QUALCOMM Incorporated | 0.2% | $176.53M | 1.03M | n/a | n/c | 1 |
| 80 | NFLX Netflix, Inc. | 0.2% | $170.77M | 1.82M | n/a | n/c | 1 |
| 81 | PG The Procter & Gamble Company | 0.2% | $169.79M | 1.18M | n/a | n/c | 1 |
| 82 | IWB iShares Russell 1000 ETF | 0.2% | $169.57M | 454.08K | n/a | n/c | 1 |
| 83 | IEF iShares 7-10 Year Treasury… | 0.2% | $166.38M | 1.73M | n/a | n/c | 1 |
| 84 | VEU Vanguard FTSE All-World… | 0.2% | $166.20M | 2.26M | n/a | n/c | 1 |
| 85 | BSV Vanguard Short-Term Bond ETF | 0.2% | $162.89M | 2.07M | n/a | n/c | 1 |
| 86 | GS The Goldman Sachs Group… | 0.2% | $162.16M | 184.48K | n/a | n/c | 1 |
| 87 | DVY iShares Select Dividend ETF | 0.2% | $160.24M | 1.14M | n/a | n/c | 1 |
| 88 | BAC Bank of America Corporation | 0.2% | $158.76M | 2.89M | n/a | n/c | 1 |
| 89 | EMR Emerson Electric Co. | 0.2% | $157.29M | 1.19M | n/a | n/c | 1 |
| 90 | BKNG Booking Holdings Inc. | 0.2% | $156.71M | 29.26K | n/a | n/c | 1 |
| 91 | ABT Abbott Laboratories | 0.2% | $155.97M | 1.24M | n/a | n/c | 1 |
| 92 | XLU State Street Utilities… | 0.2% | $155.90M | 3.65M | n/a | n/c | 1 |
| 93 | COF Capital One Financial… | 0.2% | $155.12M | 640.05K | n/a | n/c | 1 |
| 94 | PH Parker-Hannifin Corporation | 0.2% | $153.69M | 174.85K | n/a | n/c | 1 |
| 95 | TT Trane Technologies plc | 0.2% | $152.75M | 392.46K | n/a | n/c | 1 |
| 96 | MO Altria Group, Inc. | 0.2% | $152.52M | 2.65M | n/a | n/c | 1 |
| 97 | LMT Lockheed Martin Corporation | 0.2% | $148.98M | 308.02K | n/a | n/c | 1 |
| 98 | PEP PepsiCo, Inc. | 0.2% | $148.13M | 1.03M | n/a | n/c | 1 |
| 99 | PANW Palo Alto Networks, Inc. | 0.2% | $146.24M | 793.90K | n/a | n/c | 1 |
| 100 | IVW iShares S&P 500 Growth ETF | 0.2% | $144.15M | 1.17M | n/a | n/c | 1 |
| 101 | XLY State Street Consumer… | 0.2% | $143.75M | 1.20M | n/a | n/c | 1 |
| 102 | IWY iShares Russell Top 200… | 0.2% | $142.87M | 515.89K | n/a | n/c | 1 |
| 103 | AMGN Amgen Inc. | 0.2% | $142.15M | 434.30K | n/a | n/c | 1 |
| 104 | AZN AstraZeneca PLC | 0.2% | $141.45M | 1.54M | n/a | n/c | 1 |
| 105 | T AT&T Inc. | 0.2% | $141.45M | 5.69M | n/a | n/c | 1 |
| 106 | SCHW The Charles Schwab… | 0.2% | $140.87M | 1.41M | n/a | n/c | 1 |
| 107 | MA Mastercard Incorporated | 0.2% | $140.73M | 246.52K | n/a | n/c | 1 |
| 108 | VO Vanguard Morningstar… | 0.2% | $139.34M | 480.13K | n/a | n/c | 1 |
| 109 | VGT Vanguard Information… | 0.2% | $136.80M | 181.49K | n/a | n/c | 1 |
| 110 | VCSH Vanguard Short-Term… | 0.2% | $135.67M | 1.70M | n/a | n/c | 1 |
| 111 | VONV Vanguard Russell 1000 Value… | 0.2% | $134.87M | 1.46M | n/a | n/c | 1 |
| 112 | VYM Vanguard High Dividend… | 0.2% | $134.21M | 935.15K | n/a | n/c | 1 |
| 113 | EVRG Evergy, Inc. | 0.2% | $133.92M | 1.85M | n/a | n/c | 1 |
| 114 | IGM iShares Expanded Tech… | 0.2% | $132.43M | 1.03M | n/a | n/c | 1 |
| 115 | TSM Taiwan Semiconductor… | 0.2% | $132.25M | 435.19K | n/a | n/c | 1 |
| 116 | RL Ralph Lauren Corporation | 0.2% | $131.22M | 371.09K | n/a | n/c | 1 |
| 117 | MCD McDonald's Corporation | 0.2% | $128.36M | 419.99K | n/a | n/c | 1 |
| 118 | HCA HCA Healthcare, Inc. | 0.2% | $127.95M | 274.06K | n/a | n/c | 1 |
| 119 | COR Cencora, Inc. | 0.2% | $127.91M | 378.72K | n/a | n/c | 1 |
| 120 | EBAY eBay Inc. | 0.2% | $126.76M | 1.46M | n/a | n/c | 1 |
| 121 | IVE iShares S&P 500 Value ETF | 0.2% | $125.16M | 590.21K | n/a | n/c | 1 |
| 122 | GPC Genuine Parts Company | 0.2% | $124.59M | 1.01M | n/a | n/c | 1 |
| 123 | NVS Novartis AG | 0.2% | $122.33M | 887.30K | n/a | n/c | 1 |
| 124 | IGSB iShares 1-5 Year Investment… | 0.2% | $122.31M | 2.31M | n/a | n/c | 1 |
| 125 | CAT Caterpillar Inc. | 0.2% | $121.13M | 211.45K | n/a | n/c | 1 |
| 126 | LOW Lowe's Companies, Inc. | 0.2% | $118.69M | 492.17K | n/a | n/c | 1 |
| 127 | ECL Ecolab Inc. | 0.2% | $118.10M | 449.88K | n/a | n/c | 1 |
| 128 | WMB The Williams Companies, Inc. | 0.2% | $114.75M | 1.91M | n/a | n/c | 1 |
| 129 | TLT iShares 20+ Year Treasury… | 0.2% | $114.41M | 1.31M | n/a | n/c | 1 |
| 130 | DIS The Walt Disney Company | 0.2% | $114.21M | 1.00M | n/a | n/c | 1 |
| 131 | RDVY First Trust Rising Dividend… | 0.2% | $112.97M | 1.63M | n/a | n/c | 1 |
| 132 | TMUS T-Mobile US, Inc. | 0.1% | $111.09M | 547.12K | n/a | n/c | 1 |
| 133 | ANET Arista Networks, Inc. | 0.1% | $110.77M | 845.40K | n/a | n/c | 1 |
| 134 | JAAA Janus Henderson AAA CLO ETF | 0.1% | $110.38M | 2.18M | n/a | n/c | 1 |
| 135 | EFV iShares MSCI EAFE Value ETF | 0.1% | $109.31M | 1.53M | n/a | n/c | 1 |
| 136 | IBB iShares Biotechnology ETF | 0.1% | $108.35M | 642.02K | n/a | n/c | 1 |
| 137 | ARES Ares Management Corporation | 0.1% | $107.30M | 663.86K | n/a | n/c | 1 |
| 138 | VB Vanguard Morningstar… | 0.1% | $106.75M | 413.84K | n/a | n/c | 1 |
| 139 | SCHD Schwab U.S. Dividend Equity… | 0.1% | $106.20M | 3.87M | n/a | n/c | 1 |
| 140 | PGR The Progressive Corporation | 0.1% | $105.71M | 464.21K | n/a | n/c | 1 |
| 141 | VALE Vale S.A. | 0.1% | $105.66M | 8.11M | n/a | n/c | 1 |
| 142 | SCHG Schwab U.S. Large-Cap… | 0.1% | $105.56M | 3.24M | n/a | n/c | 1 |
| 143 | HON Honeywell International Inc. | 0.1% | $105.21M | 539.30K | n/a | n/c | 1 |
| 144 | TLH iShares 10-20 Year Treasury… | 0.1% | $104.27M | 1.03M | n/a | n/c | 1 |
| 145 | VCIT Vanguard Intermediate-Term… | 0.1% | $103.33M | 1.23M | n/a | n/c | 1 |
| 146 | SDY State Street SPDR S&P… | 0.1% | $102.66M | 737.71K | n/a | n/c | 1 |
| 147 | MUB iShares National Muni Bond… | 0.1% | $102.25M | 954.63K | n/a | n/c | 1 |
| 148 | MS Morgan Stanley | 0.1% | $100.31M | 565.03K | n/a | n/c | 1 |
| 149 | DE Deere & Company | 0.1% | $99.35M | 213.40K | n/a | n/c | 1 |
| 150 | VZ Verizon Communications Inc. | 0.1% | $97.50M | 2.39M | n/a | n/c | 1 |
| 151 | CRM Salesforce, Inc. | 0.1% | $96.85M | 365.58K | n/a | n/c | 1 |
| 152 | GD General Dynamics Corporation | 0.1% | $96.78M | 287.46K | n/a | n/c | 1 |
| 153 | BIV Vanguard Intermediate-Term… | 0.1% | $95.34M | 1.22M | n/a | n/c | 1 |
| 154 | CRWD CrowdStrike Holdings, Inc. | 0.1% | $95.23M | 203.15K | n/a | n/c | 1 |
| 155 | IWP iShares Russell Mid-Cap… | 0.1% | $94.87M | 692.78K | n/a | n/c | 1 |
| 156 | SDVY First Trust SMID Cap Rising… | 0.1% | $94.05M | 2.45M | n/a | n/c | 1 |
| 157 | NOW ServiceNow, Inc. | 0.1% | $93.90M | 612.98K | n/a | n/c | 1 |
| 158 | NEE NextEra Energy, Inc. | 0.1% | $93.39M | 1.16M | n/a | n/c | 1 |
| 159 | ISRG Intuitive Surgical, Inc. | 0.1% | $92.98M | 164.18K | n/a | n/c | 1 |
| 160 | ACN Accenture plc | 0.1% | $91.83M | 342.29K | n/a | n/c | 1 |
| 161 | PLTR Palantir Technologies Inc. | 0.1% | $91.34M | 513.89K | n/a | n/c | 1 |
| 162 | AXP American Express Company | 0.1% | $89.30M | 241.38K | n/a | n/c | 1 |
| 163 | CSL Carlisle Companies… | 0.1% | $87.18M | 272.54K | n/a | n/c | 1 |
| 164 | PSX Phillips 66 | 0.1% | $87.11M | 675.08K | n/a | n/c | 1 |
| 165 | VWO Vanguard FTSE Emerging… | 0.1% | $87.03M | 1.62M | n/a | n/c | 1 |
| 166 | UNH UnitedHealth Group… | 0.1% | $86.79M | 262.90K | n/a | n/c | 1 |
| 167 | SPDW State Street SPDR Portfolio… | 0.1% | $85.57M | 1.93M | n/a | n/c | 1 |
| 168 | DUK Duke Energy Corporation | 0.1% | $84.61M | 721.84K | n/a | n/c | 1 |
| 169 | BIL State Street SPDR Bloomberg… | 0.1% | $82.92M | 907.45K | n/a | n/c | 1 |
| 170 | SO The Southern Company | 0.1% | $81.80M | 938.05K | n/a | n/c | 1 |
| 171 | VPL Vanguard FTSE Pacific ETF | 0.1% | $80.88M | 894.68K | n/a | n/c | 1 |
| 172 | EEMA ISHARES INC | 0.1% | $79.98M | 850.65K | n/a | n/c | 1 |
| 173 | WSM Williams-Sonoma, Inc. | 0.1% | $79.78M | 446.71K | n/a | n/c | 1 |
| 174 | TJX The TJX Companies, Inc. | 0.1% | $79.70M | 518.84K | n/a | n/c | 1 |
| 175 | VOT Vanguard Morningstar… | 0.1% | $78.70M | 281.92K | n/a | n/c | 1 |
| 176 | TPR Tapestry, Inc. | 0.1% | $78.55M | 614.79K | n/a | n/c | 1 |
| 177 | JLL Jones Lang LaSalle… | 0.1% | $77.82M | 231.28K | n/a | n/c | 1 |
| 178 | WM Waste Management, Inc. | 0.1% | $77.60M | 353.21K | n/a | n/c | 1 |
| 179 | IUSB iShares Core Universal USD… | 0.1% | $77.28M | 1.66M | n/a | n/c | 1 |
| 180 | AMAT Applied Materials, Inc. | 0.1% | $76.36M | 297.14K | n/a | n/c | 1 |
| 181 | DIA State Street SPDR Dow Jones… | 0.1% | $74.99M | 156.04K | n/a | n/c | 1 |
| 182 | O Realty Income Corporation | 0.1% | $74.38M | 1.32M | n/a | n/c | 1 |
| 183 | LIN Linde plc | 0.1% | $73.90M | 173.31K | n/a | n/c | 1 |
| 184 | AMD Advanced Micro Devices, Inc. | 0.1% | $73.90M | 345.05K | n/a | n/c | 1 |
| 185 | LPLA LPL Financial Holdings Inc. | 0.1% | $73.70M | 206.34K | n/a | n/c | 1 |
| 186 | DYNF iShares U.S. Equity Factor… | 0.1% | $73.68M | 1.21M | n/a | n/c | 1 |
| 187 | GE GE Aerospace | 0.1% | $73.05M | 237.15K | n/a | n/c | 1 |
| 188 | MDY State Street SPDR S&P… | 0.1% | $72.95M | 120.93K | n/a | n/c | 1 |
| 189 | BUFR FT Vest Laddered Buffer ETF | 0.1% | $72.54M | 2.12M | n/a | n/c | 1 |
| 190 | HDV iShares Core High Dividend… | 0.1% | $72.00M | 592.03K | n/a | n/c | 1 |
| 191 | DHR Danaher Corporation | 0.1% | $71.76M | 313.48K | n/a | n/c | 1 |
| 192 | ITOT iShares Core S&P Total U.S.… | 0.1% | $71.36M | 479.90K | n/a | n/c | 1 |
| 193 | BA The Boeing Company | 0.1% | $71.10M | 327.45K | n/a | n/c | 1 |
| 194 | VOE Vanguard Morningstar… | 0.1% | $68.56M | 386.53K | n/a | n/c | 1 |
| 195 | ADP Automatic Data Processing… | 0.1% | $67.06M | 260.70K | n/a | n/c | 1 |
| 196 | BNDX Vanguard Total… | 0.1% | $66.80M | 1.38M | n/a | n/c | 1 |
| 197 | TMO Thermo Fisher Scientific… | 0.1% | $66.16M | 114.17K | n/a | n/c | 1 |
| 198 | VGSH Vanguard Short-Term… | 0.1% | $65.11M | 1.11M | n/a | n/c | 1 |
| 199 | NSC Norfolk Southern Corporation | 0.1% | $65.08M | 225.41K | n/a | n/c | 1 |
| 200 | VGIT Vanguard Intermediate-Term… | 0.1% | $64.97M | 1.08M | n/a | n/c | 1 |
| 201 | BMY Bristol-Myers Squibb Company | 0.1% | $64.84M | 1.20M | n/a | n/c | 1 |
| 202 | ASML ASML Holding N.V. | 0.1% | $64.75M | 60.52K | n/a | n/c | 1 |
| 203 | EPD Enterprise Products… | 0.1% | $64.70M | 2.02M | n/a | n/c | 1 |
| 204 | INTU Intuit Inc. | 0.1% | $64.32M | 97.11K | n/a | n/c | 1 |
| 205 | VTWO Vanguard Russell 2000 ETF | 0.1% | $63.78M | 640.91K | n/a | n/c | 1 |
| 206 | IWS iShares Russell Mid-Cap… | 0.1% | $61.99M | 439.52K | n/a | n/c | 1 |
| 207 | SHV iShares Trust iShares 0-1… | 0.1% | $61.99M | 562.79K | n/a | n/c | 1 |
| 208 | CGDV Capital Group Dividend… | 0.1% | $61.66M | 1.41M | n/a | n/c | 1 |
| 209 | SHOP Shopify Inc. | 0.1% | $61.38M | 381.29K | n/a | n/c | 1 |
| 210 | SBUX Starbucks Corporation | 0.1% | $60.99M | 724.28K | n/a | n/c | 1 |
| 211 | MCK McKesson Corporation | 0.1% | $60.59M | 73.87K | n/a | n/c | 1 |
| 212 | PFE Pfizer Inc. | 0.1% | $59.86M | 2.40M | n/a | n/c | 1 |
| 213 | DIVO Amplify CWP Enhanced… | 0.1% | $59.78M | 1.34M | n/a | n/c | 1 |
| 214 | FVD First Trust Value Line… | 0.1% | $59.70M | 1.30M | n/a | n/c | 1 |
| 215 | CRBG Corebridge Financial, Inc. | 0.1% | $59.15M | 1.96M | n/a | n/c | 1 |
| 216 | IGIB iShares 5-10 Year… | 0.1% | $58.96M | 1.09M | n/a | n/c | 1 |
| 217 | OEF iShares S&P 100 ETF | 0.1% | $58.78M | 171.38K | n/a | n/c | 1 |
| 218 | KNG FT Cboe Vest S&P 500… | 0.1% | $58.76M | 1.20M | n/a | n/c | 1 |
| 219 | VGLT Vanguard Long-Term Treasury… | 0.1% | $58.03M | 1.04M | n/a | n/c | 1 |
| 220 | UL Unilever PLC | 0.1% | $57.92M | 885.62K | n/a | n/c | 1 |
| 221 | AMP Ameriprise Financial, Inc. | 0.1% | $57.70M | 117.68K | n/a | n/c | 1 |
| 222 | VRTX Vertex Pharmaceuticals… | 0.1% | $57.21M | 126.19K | n/a | n/c | 1 |
| 223 | PFF iShares Preferred and… | 0.1% | $56.42M | 1.82M | n/a | n/c | 1 |
| 224 | CB Chubb Limited | 0.1% | $55.79M | 178.76K | n/a | n/c | 1 |
| 225 | JEPI JPMorgan Equity Premium… | 0.1% | $54.92M | 959.49K | n/a | n/c | 1 |
| 226 | QQQM Invesco NASDAQ 100 ETF | 0.1% | $53.31M | 210.80K | n/a | n/c | 1 |
| 227 | MODL VICTORY PORTFOLIOS II | 0.1% | $53.18M | 1.12M | n/a | n/c | 1 |
| 228 | MRSH Marsh & McLennan Companies… | 0.1% | $53.11M | 286.26K | n/a | n/c | 1 |
| 229 | VT Vanguard Total World Stock… | 0.1% | $52.62M | 373.00K | n/a | n/c | 1 |
| 230 | FTCS First Trust Capital… | 0.1% | $52.60M | 568.63K | n/a | n/c | 1 |
| 231 | XLI State Street Industrial… | 0.1% | $52.40M | 337.81K | n/a | n/c | 1 |
| 232 | TNL Travel + Leisure Co. | 0.1% | $52.07M | 738.30K | n/a | n/c | 1 |
| 233 | GEV GE Vernova Inc. | 0.1% | $51.83M | 79.30K | n/a | n/c | 1 |
| 234 | FIXD First Trust Smith… | 0.1% | $51.68M | 1.17M | n/a | n/c | 1 |
| 235 | FLOT iShares Floating Rate Bond… | 0.1% | $51.63M | 1.02M | n/a | n/c | 1 |
| 236 | OSK Oshkosh Corp | 0.1% | $50.13M | 399.05K | n/a | n/c | 1 |
| 237 | WT WisdomTree, Inc. | 0.1% | $50.06M | 747.32K | n/a | n/c | 1 |
| 238 | ITA iShares U.S. Aerospace &… | 0.1% | $49.99M | 232.86K | n/a | n/c | 1 |
| 239 | DFUS Dimensional U.S. Equity ETF | 0.1% | $49.94M | 673.33K | n/a | n/c | 1 |
| 240 | SLV iShares Silver Trust | 0.1% | $49.93M | 775.01K | n/a | n/c | 1 |
| 241 | USB U.S. Bancorp | 0.1% | $49.77M | 932.67K | n/a | n/c | 1 |
| 242 | UBER Uber Technologies, Inc. | 0.1% | $49.69M | 608.15K | n/a | n/c | 1 |
| 243 | ELV Elevance Health Inc. | 0.1% | $48.69M | 138.89K | n/a | n/c | 1 |
| 244 | CSX CSX Corporation | 0.1% | $48.49M | 1.34M | n/a | n/c | 1 |
| 245 | VBR Vanguard Morningstar… | 0.1% | $48.12M | 227.22K | n/a | n/c | 1 |
| 246 | WRB W. R. Berkley Corporation | 0.1% | $48.03M | 684.96K | n/a | n/c | 1 |
| 247 | SGOV iShares 0-3 Month Treasury… | 0.1% | $47.96M | 477.81K | n/a | n/c | 1 |
| 248 | CNM Core & Main, Inc. | 0.1% | $47.68M | 917.41K | n/a | n/c | 1 |
| 249 | AFL Aflac Incorporated | 0.1% | $47.57M | 431.41K | n/a | n/c | 1 |
| 250 | IEUR iShares Core MSCI Europe ETF | 0.1% | $47.30M | 666.33K | n/a | n/c | 1 |
| 251 | KMI Kinder Morgan, Inc. | 0.1% | $47.07M | 1.71M | n/a | n/c | 1 |
| 252 | CTRA Coterra Energy Inc. | 0.1% | $46.87M | 1.78M | n/a | n/c | 1 |
| 253 | TWLO Twilio Inc. | 0.1% | $45.60M | 320.60K | n/a | n/c | 1 |
| 254 | COP ConocoPhillips | 0.1% | $44.46M | 474.90K | n/a | n/c | 1 |
| 255 | FERG Ferguson plc | 0.1% | $44.17M | 198.41K | n/a | n/c | 1 |
| 256 | SPGI S&P Global Inc. | 0.1% | $43.99M | 84.19K | n/a | n/c | 1 |
| 257 | LQDT Liquidity Services, Inc. | 0.1% | $43.92M | 1.45M | n/a | n/c | 1 |
| 258 | BINC iShares Flexible Income… | 0.1% | $43.89M | 831.73K | n/a | n/c | 1 |
| 259 | C Citigroup Inc. | 0.1% | $43.87M | 375.98K | n/a | n/c | 1 |
| 260 | COKE Coca-Cola Consolidated, Inc. | 0.1% | $43.53M | 283.97K | n/a | n/c | 1 |
| 261 | TRV The Travelers Companies… | 0.1% | $43.36M | 149.49K | n/a | n/c | 1 |
| 262 | ADBE Adobe Inc. | 0.1% | $42.79M | 122.26K | n/a | n/c | 1 |
| 263 | PLD Prologis, Inc. | 0.1% | $42.77M | 335.02K | n/a | n/c | 1 |
| 264 | UCON First Trust Smith… | 0.1% | $42.63M | 1.69M | n/a | n/c | 1 |
| 265 | COWZ Pacer US Cash Cows 100 ETF | 0.1% | $42.42M | 704.96K | n/a | n/c | 1 |
| 266 | DELL Dell Technologies Inc. | 0.1% | $42.36M | 336.50K | n/a | n/c | 1 |
| 267 | SPTS State Street SPDR Portfolio… | 0.1% | $42.31M | 1.45M | n/a | n/c | 1 |
| 268 | MU Micron Technology, Inc. | 0.1% | $42.12M | 147.59K | n/a | n/c | 1 |
| 269 | GDX VanEck Gold Miners ETF | 0.1% | $42.11M | 490.91K | n/a | n/c | 1 |
| 270 | TXN Texas Instruments… | 0.1% | $41.84M | 241.15K | n/a | n/c | 1 |
| 271 | SCHB Schwab U.S. Broad Market ETF | 0.1% | $41.34M | 1.58M | n/a | n/c | 1 |
| 272 | MMM 3M Company | 0.1% | $41.26M | 257.70K | n/a | n/c | 1 |
| 273 | MGC Vanguard Morningstar Mega… | 0.1% | $41.09M | 163.60K | n/a | n/c | 1 |
| 274 | MET MetLife, Inc. | 0.1% | $40.89M | 517.98K | n/a | n/c | 1 |
| 275 | ADSK Autodesk, Inc. | 0.1% | $40.24M | 135.96K | n/a | n/c | 1 |
| 276 | MTUM iShares MSCI USA Momentum… | 0.1% | $39.95M | 159.60K | n/a | n/c | 1 |
| 277 | IWO iShares Russell 2000 Growth… | 0.1% | $39.79M | 123.20K | n/a | n/c | 1 |
| 278 | ENB Enbridge Inc. | 0.1% | $38.69M | 808.96K | n/a | n/c | 1 |
| 279 | JPIE JPMorgan Income ETF | 0.1% | $38.69M | 835.82K | n/a | n/c | 1 |
| 280 | IJK iShares S&P Mid-Cap 400… | 0.1% | $38.43M | 396.64K | n/a | n/c | 1 |
| 281 | VTEB Vanguard Tax-Exempt Bond ETF | 0.1% | $38.28M | 761.19K | n/a | n/c | 1 |
| 282 | GILD Gilead Sciences, Inc. | 0.1% | $38.04M | 309.94K | n/a | n/c | 1 |
| 283 | ROK Rockwell Automation, Inc. | 0.1% | $37.46M | 96.28K | n/a | n/c | 1 |
| 284 | FDN First Trust Dow Jones… | 0.1% | $37.35M | 138.76K | n/a | n/c | 1 |
| 285 | LHX L3Harris Technologies, Inc. | 0.1% | $37.27M | 126.96K | n/a | n/c | 1 |
| 286 | ACWI iShares MSCI ACWI ETF | 0.1% | $37.21M | 262.97K | n/a | n/c | 1 |
| 287 | XLE State Street Energy Select… | 0.1% | $37.18M | 831.69K | n/a | n/c | 1 |
| 288 | BRK-A Berkshire Hathaway Inc. | 0.0% | $36.99M | 49 | n/a | n/c | 1 |
| 289 | SYK Stryker Corporation | 0.0% | $36.60M | 104.12K | n/a | n/c | 1 |
| 290 | VBIL VANGUARD INSTL INDEX FD | 0.0% | $36.52M | 484.20K | n/a | n/c | 1 |
| 291 | MNST Monster Beverage Corporation | 0.0% | $36.50M | 476.08K | n/a | n/c | 1 |
| 292 | SPSM State Street SPDR Portfolio… | 0.0% | $36.34M | 775.51K | n/a | n/c | 1 |
| 293 | VMBS Vanguard Mortgage-Backed… | 0.0% | $36.22M | 769.27K | n/a | n/c | 1 |
| 294 | LQD iShares iBoxx $ Investment… | 0.0% | $35.99M | 326.60K | n/a | n/c | 1 |
| 295 | CGGR Capital Group Growth ETF | 0.0% | $35.89M | 807.03K | n/a | n/c | 1 |
| 296 | VBK Vanguard Morningstar… | 0.0% | $35.78M | 118.44K | n/a | n/c | 1 |
| 297 | NVO Novo Nordisk A/S | 0.0% | $35.37M | 695.16K | n/a | n/c | 1 |
| 298 | MDLZ Mondelez International, Inc. | 0.0% | $35.23M | 654.55K | n/a | n/c | 1 |
| 299 | MINT PIMCO Enhanced Short… | 0.0% | $34.69M | 345.68K | n/a | n/c | 1 |
| 300 | IQV IQVIA Holdings Inc. | 0.0% | $34.36M | 152.44K | n/a | n/c | 1 |
| 301 | FTSM First Trust Enhanced Short… | 0.0% | $34.31M | 572.49K | n/a | n/c | 1 |
| 302 | BX Blackstone Inc. | 0.0% | $34.27M | 222.31K | n/a | n/c | 1 |
| 303 | CMS CMS Energy Corporation | 0.0% | $33.76M | 482.77K | n/a | n/c | 1 |
| 304 | NDAQ Nasdaq, Inc. | 0.0% | $33.75M | 347.45K | n/a | n/c | 1 |
| 305 | APH Amphenol Corporation | 0.0% | $33.70M | 249.38K | n/a | n/c | 1 |
| 306 | JEPQ JPMorgan Nasdaq Equity… | 0.0% | $33.62M | 578.40K | n/a | n/c | 1 |
| 307 | FTLS First Trust Long/Short… | 0.0% | $33.60M | 473.35K | n/a | n/c | 1 |
| 308 | VRT Vertiv Holdings Co | 0.0% | $33.59M | 207.32K | n/a | n/c | 1 |
| 309 | DFIV Dimensional - International… | 0.0% | $33.25M | 666.35K | n/a | n/c | 1 |
| 310 | DBEF Xtrackers MSCI EAFE Hedged… | 0.0% | $33.00M | 685.83K | n/a | n/c | 1 |
| 311 | AVEM Avantis Emerging Markets… | 0.0% | $32.88M | 426.87K | n/a | n/c | 1 |
| 312 | FDL First Trust Morningstar… | 0.0% | $32.80M | 739.69K | n/a | n/c | 1 |
| 313 | DFAS Dimensional - US Small Cap… | 0.0% | $32.79M | 470.71K | n/a | n/c | 1 |
| 314 | DFAC Dimensional - US Core… | 0.0% | $32.78M | 827.99K | n/a | n/c | 1 |
| 315 | CMI Cummins Inc. | 0.0% | $32.67M | 64.00K | n/a | n/c | 1 |
| 316 | APTV Aptiv PLC | 0.0% | $32.61M | 428.58K | n/a | n/c | 1 |
| 317 | JMBS Janus Henderson… | 0.0% | $32.35M | 708.13K | n/a | n/c | 1 |
| 318 | USMV iShares MSCI USA Min Vol… | 0.0% | $31.75M | 337.18K | n/a | n/c | 1 |
| 319 | AEP American Electric Power… | 0.0% | $31.50M | 273.21K | n/a | n/c | 1 |
| 320 | CEG Constellation Energy… | 0.0% | $31.45M | 89.02K | n/a | n/c | 1 |
| 321 | QUAL iShares MSCI USA Quality… | 0.0% | $31.37M | 157.96K | n/a | n/c | 1 |
| 322 | CWI State Street SPDR MSCI ACWI… | 0.0% | $31.31M | 871.55K | n/a | n/c | 1 |
| 323 | ORLY O'Reilly Automotive, Inc. | 0.0% | $31.19M | 341.95K | n/a | n/c | 1 |
| 324 | SPHQ Invesco S&P 500 Quality ETF | 0.0% | $31.03M | 413.46K | n/a | n/c | 1 |
| 325 | VV Vanguard Morningstar… | 0.0% | $31.02M | 98.52K | n/a | n/c | 1 |
| 326 | HYG iShares iBoxx $ High Yield… | 0.0% | $30.63M | 379.92K | n/a | n/c | 1 |
| 327 | APO Apollo Global Management… | 0.0% | $30.61M | 211.47K | n/a | n/c | 1 |
| 328 | MRVL Marvell Technology, Inc. | 0.0% | $30.20M | 355.43K | n/a | n/c | 1 |
| 329 | INDA iShares MSCI India ETF | 0.0% | $29.82M | 551.74K | n/a | n/c | 1 |
| 330 | REGN Regeneron Pharmaceuticals… | 0.0% | $29.67M | 38.44K | n/a | n/c | 1 |
| 331 | IJJ iShares S&P Mid-Cap 400… | 0.0% | $29.40M | 223.42K | n/a | n/c | 1 |
| 332 | BLV Vanguard Long-Term Bond ETF | 0.0% | $29.00M | 417.11K | n/a | n/c | 1 |
| 333 | JCPB JPMorgan Core Plus Bond ETF | 0.0% | $28.87M | 609.78K | n/a | n/c | 1 |
| 334 | TTE TotalEnergies SE | 0.0% | $28.29M | 432.40K | n/a | n/c | 1 |
| 335 | SPTL State Street SPDR Portfolio… | 0.0% | $28.15M | 1.06M | n/a | n/c | 1 |
| 336 | UPS United Parcel Service, Inc. | 0.0% | $28.01M | 282.40K | n/a | n/c | 1 |
| 337 | VOX Vanguard Communication… | 0.0% | $27.99M | 144.57K | n/a | n/c | 1 |
| 338 | AJG Arthur J. Gallagher & Co. | 0.0% | $27.99M | 108.14K | n/a | n/c | 1 |
| 339 | TEL TE Connectivity plc | 0.0% | $27.83M | 122.31K | n/a | n/c | 1 |
| 340 | VHT Vanguard Health Care ETF | 0.0% | $27.80M | 96.58K | n/a | n/c | 1 |
| 341 | CME CME Group Inc. | 0.0% | $27.66M | 101.30K | n/a | n/c | 1 |
| 342 | NUE Nucor Corporation | 0.0% | $27.54M | 168.86K | n/a | n/c | 1 |
| 343 | IBDS iShares iBonds Dec 2027… | 0.0% | $27.51M | 1.13M | n/a | n/c | 1 |
| 344 | ESGU iShares ESG Aware MSCI USA… | 0.0% | $27.23M | 182.81K | n/a | n/c | 1 |
| 345 | EEM iShares MSCI Emerging… | 0.0% | $27.17M | 496.56K | n/a | n/c | 1 |
| 346 | GLW Corning Inc | 0.0% | $27.02M | 308.64K | n/a | n/c | 1 |
| 347 | RH Rh | 0.0% | $27.02M | 215.96K | n/a | n/c | 1 |
| 348 | BILS State Street SPDR Bloomberg… | 0.0% | $26.89M | 271.02K | n/a | n/c | 1 |
| 349 | DHI D.R. Horton, Inc. | 0.0% | $26.58M | 184.56K | n/a | n/c | 1 |
| 350 | FPEI First Trust Institutional… | 0.0% | $26.32M | 1.36M | n/a | n/c | 1 |
| 351 | SNY Sanofi | 0.0% | $26.12M | 539.03K | n/a | n/c | 1 |
| 352 | PRF Invesco RAFI US 1000 ETF | 0.0% | $26.11M | 556.44K | n/a | n/c | 1 |
| 353 | SOXX iShares Semiconductor ETF | 0.0% | $26.04M | 86.47K | n/a | n/c | 1 |
| 354 | PPL PPL Corporation | 0.0% | $26.01M | 742.84K | n/a | n/c | 1 |
| 355 | PPA Invesco Aerospace & Defense… | 0.0% | $25.69M | 164.02K | n/a | n/c | 1 |
| 356 | LEN Lennar Corporation | 0.0% | $25.67M | 249.74K | n/a | n/c | 1 |
| 357 | IWN iShares Russell 2000 Value… | 0.0% | $25.62M | 141.40K | n/a | n/c | 1 |
| 358 | FANG Diamondback Energy, Inc. | 0.0% | $25.57M | 170.09K | n/a | n/c | 1 |
| 359 | CMCSA Comcast Corporation | 0.0% | $25.56M | 855.02K | n/a | n/c | 1 |
| 360 | APP AppLovin Corporation | 0.0% | $25.38M | 37.67K | n/a | n/c | 1 |
| 361 | UNM Unum Group | 0.0% | $25.27M | 326.07K | n/a | n/c | 1 |
| 362 | NXPI NXP Semiconductors N.V. | 0.0% | $25.20M | 116.11K | n/a | n/c | 1 |
| 363 | EZM WISDOMTREE TR | 0.0% | $25.05M | 374.94K | n/a | n/c | 1 |
| 364 | ROL Rollins, Inc. | 0.0% | $24.85M | 414.06K | n/a | n/c | 1 |
| 365 | SPYV State Street SPDR Portfolio… | 0.0% | $24.84M | 437.25K | n/a | n/c | 1 |
| 366 | RJF Raymond James Financial… | 0.0% | $24.83M | 154.62K | n/a | n/c | 1 |
| 367 | BTI British American Tobacco… | 0.0% | $24.32M | 429.49K | n/a | n/c | 1 |
| 368 | BUFD FT Vest Laddered Deep… | 0.0% | $24.25M | 858.57K | n/a | n/c | 1 |
| 369 | EG Everest Group, Ltd. | 0.0% | $24.13M | 71.11K | n/a | n/c | 1 |
| 370 | PRU Prudential Financial, Inc. | 0.0% | $24.05M | 213.08K | n/a | n/c | 1 |
| 371 | ALL The Allstate Corporation | 0.0% | $23.96M | 115.13K | n/a | n/c | 1 |
| 372 | MSI Motorola Solutions, Inc. | 0.0% | $23.92M | 62.40K | n/a | n/c | 1 |
| 373 | INTC Intel Corp. | 0.0% | $23.77M | 644.04K | n/a | n/c | 1 |
| 374 | THRO iShares U.S. Thematic… | 0.0% | $23.60M | 611.91K | n/a | n/c | 1 |
| 375 | FIX Comfort Systems USA, Inc. | 0.0% | $23.45M | 25.13K | n/a | n/c | 1 |
| 376 | PAYX Paychex, Inc. | 0.0% | $23.35M | 208.15K | n/a | n/c | 1 |
| 377 | DPZ Domino's Pizza, Inc. | 0.0% | $23.32M | 55.94K | n/a | n/c | 1 |
| 378 | CDNS Cadence Design Systems, Inc. | 0.0% | $22.70M | 72.61K | n/a | n/c | 1 |
| 379 | IGLD FIRST TR EXCHANGE-TRADED FD | 0.0% | $22.59M | 903.29K | n/a | n/c | 1 |
| 380 | BAI iShares A.I. Innovation and… | 0.0% | $22.47M | 674.71K | n/a | n/c | 1 |
| 381 | CATH GLOBAL X FDS | 0.0% | $22.37M | 272.07K | n/a | n/c | 1 |
| 382 | VXUS Vanguard Total… | 0.0% | $22.29M | 295.48K | n/a | n/c | 1 |
| 383 | BSX Boston Scientific… | 0.0% | $22.12M | 231.96K | n/a | n/c | 1 |
| 384 | CAH Cardinal Health, Inc. | 0.0% | $22.01M | 107.11K | n/a | n/c | 1 |
| 385 | RWR State Street SPDR Dow Jones… | 0.0% | $21.99M | 223.81K | n/a | n/c | 1 |
| 386 | JMUB JPMorgan Municipal ETF | 0.0% | $21.99M | 435.35K | n/a | n/c | 1 |
| 387 | IBDT iShares iBonds Dec 2028… | 0.0% | $21.82M | 857.24K | n/a | n/c | 1 |
| 388 | IGV iShares Expanded… | 0.0% | $21.77M | 205.98K | n/a | n/c | 1 |
| 389 | EFG iShares MSCI EAFE Growth ETF | 0.0% | $21.65M | 190.00K | n/a | n/c | 1 |
| 390 | VOOG Vanguard S&P 500 Growth ETF | 0.0% | $21.46M | 48.27K | n/a | n/c | 1 |
| 391 | FPE First Trust Preferred… | 0.0% | $21.43M | 1.18M | n/a | n/c | 1 |
| 392 | SPYM State Street SPDR Portfolio… | 0.0% | $21.27M | 265.20K | n/a | n/c | 1 |
| 393 | TFI State Street SPDR Nuveen… | 0.0% | $21.22M | 464.29K | n/a | n/c | 1 |
| 394 | VYMI Vanguard International High… | 0.0% | $21.20M | 235.52K | n/a | n/c | 1 |
| 395 | SNPS Synopsys, Inc. | 0.0% | $21.16M | 45.04K | n/a | n/c | 1 |
| 396 | FCNCA First Citizens BancShares… | 0.0% | $21.15M | 9.85K | n/a | n/c | 1 |
| 397 | TEVA Teva Pharmaceutical… | 0.0% | $21.10M | 676.17K | n/a | n/c | 1 |
| 398 | USHY iShares Broad USD High… | 0.0% | $21.07M | 563.55K | n/a | n/c | 1 |
| 399 | FMB First Trust Managed… | 0.0% | $20.99M | 411.23K | n/a | n/c | 1 |
| 400 | FEX FIRST TR EXCHANGE-TRADED ALP | 0.0% | $20.80M | 175.36K | n/a | n/c | 1 |
| 401 | VLO Valero Energy Corporation | 0.0% | $20.68M | 127.05K | n/a | n/c | 1 |
| 402 | SCHO Schwab Short-Term U.S.… | 0.0% | $20.61M | 845.57K | n/a | n/c | 1 |
| 403 | SPTI State Street SPDR Portfolio… | 0.0% | $20.54M | 712.34K | n/a | n/c | 1 |
| 404 | PVAL Putnam Focused Large Cap… | 0.0% | $20.41M | 447.91K | n/a | n/c | 1 |
| 405 | NKE NIKE, Inc. | 0.0% | $20.35M | 319.43K | n/a | n/c | 1 |
| 406 | CTVA Corteva, Inc. | 0.0% | $20.25M | 302.06K | n/a | n/c | 1 |
| 407 | IBDR iShares iBonds Dec 2026… | 0.0% | $20.13M | 830.96K | n/a | n/c | 1 |
| 408 | ICE Intercontinental Exchange… | 0.0% | $20.08M | 123.97K | n/a | n/c | 1 |
| 409 | SCHX Schwab U.S. Large-Cap ETF | 0.0% | $20.01M | 743.46K | n/a | n/c | 1 |
| 410 | ONT Onterris, Inc. | 0.0% | $19.96M | 803.93K | n/a | n/c | 1 |
| 411 | DSI iShares ESG MSCI KLD 400 ETF | 0.0% | $19.95M | 154.85K | n/a | n/c | 1 |
| 412 | BRO Brown & Brown, Inc. | 0.0% | $19.87M | 249.30K | n/a | n/c | 1 |
| 413 | EQIX Equinix, Inc. | 0.0% | $19.85M | 25.91K | n/a | n/c | 1 |
| 414 | IWV iShares Russell 3000 ETF | 0.0% | $19.83M | 51.27K | n/a | n/c | 1 |
| 415 | WEC WEC Energy Group, Inc. | 0.0% | $19.76M | 187.41K | n/a | n/c | 1 |
| 416 | CIBR First Trust Nasdaq… | 0.0% | $19.75M | 276.39K | n/a | n/c | 1 |
| 417 | STXF EA SERIES TRUST | 0.0% | $19.36M | 439.21K | n/a | n/c | 1 |
| 418 | D Dominion Energy, Inc. | 0.0% | $19.24M | 328.36K | n/a | n/c | 1 |
| 419 | PSC Principal U.S. Small-Cap… | 0.0% | $19.23M | 333.05K | n/a | n/c | 1 |
| 420 | EOG EOG Resources, Inc. | 0.0% | $19.18M | 182.65K | n/a | n/c | 1 |
| 421 | CWB State Street SPDR Bloomberg… | 0.0% | $19.04M | 213.50K | n/a | n/c | 1 |
| 422 | JCI Johnson Controls… | 0.0% | $18.99M | 158.58K | n/a | n/c | 1 |
| 423 | COWG Pacer US Large Cap Cash… | 0.0% | $18.94M | 537.89K | n/a | n/c | 1 |
| 424 | BUFZ FIRST TR EXCHNG TRADED FD VI | 0.0% | $18.90M | 712.42K | n/a | n/c | 1 |
| 425 | NOC Northrop Grumman Corporation | 0.0% | $18.82M | 33.00K | n/a | n/c | 1 |
| 426 | IUSG iShares Core S&P U.S.… | 0.0% | $18.79M | 111.86K | n/a | n/c | 1 |
| 427 | FSIG First Trust Limited… | 0.0% | $18.73M | 975.90K | n/a | n/c | 1 |
| 428 | SUSA iShares ESG Optimized MSCI… | 0.0% | $18.61M | 133.59K | n/a | n/c | 1 |
| 429 | IJT iShares S&P Small-Cap 600… | 0.0% | $18.54M | 131.31K | n/a | n/c | 1 |
| 430 | CRD-A CRAWFORD & CO | 0.0% | $18.26M | 1.62M | n/a | n/c | 1 |
| 431 | BKR Baker Hughes Company | 0.0% | $18.22M | 400.01K | n/a | n/c | 1 |
| 432 | TSCO Tractor Supply Company | 0.0% | $18.16M | 363.17K | n/a | n/c | 1 |
| 433 | FDX FedEx Corporation | 0.0% | $18.15M | 62.84K | n/a | n/c | 1 |
| 434 | VICI VICI Properties Inc. | 0.0% | $17.96M | 638.56K | n/a | n/c | 1 |
| 435 | VCEB VANGUARD WORLD FD | 0.0% | $17.92M | 281.61K | n/a | n/c | 1 |
| 436 | CBRE CBRE Group, Inc. | 0.0% | $17.89M | 111.24K | n/a | n/c | 1 |
| 437 | BAH Booz Allen Hamilton Holding… | 0.0% | $17.87M | 211.79K | n/a | n/c | 1 |
| 438 | VNQ Vanguard Real Estate ETF | 0.0% | $17.69M | 199.88K | n/a | n/c | 1 |
| 439 | NGG National Grid plc | 0.0% | $17.61M | 227.70K | n/a | n/c | 1 |
| 440 | CMG Chipotle Mexican Grill, Inc. | 0.0% | $17.52M | 473.39K | n/a | n/c | 1 |
| 441 | HBAN Huntington Bancshares… | 0.0% | $17.44M | 1.01M | n/a | n/c | 1 |
| 442 | ERIE Erie Indemnity Company | 0.0% | $17.40M | 60.71K | n/a | n/c | 1 |
| 443 | DFAT Dimensional - US Targeted… | 0.0% | $17.27M | 290.07K | n/a | n/c | 1 |
| 444 | HIG The Hartford Insurance… | 0.0% | $17.24M | 125.10K | n/a | n/c | 1 |
| 445 | ACGL Arch Capital Group Ltd. | 0.0% | $17.18M | 179.08K | n/a | n/c | 1 |
| 446 | GSK GSK plc | 0.0% | $17.15M | 349.64K | n/a | n/c | 1 |
| 447 | SCZ iShares MSCI EAFE Small-Cap… | 0.0% | $17.12M | 220.77K | n/a | n/c | 1 |
| 448 | AVIG AMERICAN CENTY ETF TR | 0.0% | $17.10M | 407.80K | n/a | n/c | 1 |
| 449 | COHR Coherent, Inc. | 0.0% | $17.08M | 92.54K | n/a | n/c | 1 |
| 450 | FXL First Trust Technology… | 0.0% | $17.02M | 101.12K | n/a | n/c | 1 |
| 451 | IYW iShares U.S. Technology ETF | 0.0% | $16.99M | 85.08K | n/a | n/c | 1 |
| 452 | ACWX iShares MSCI ACWI ex U.S.… | 0.0% | $16.90M | 251.70K | n/a | n/c | 1 |
| 453 | IJS iShares S&P Small-Cap 600… | 0.0% | $16.90M | 148.57K | n/a | n/c | 1 |
| 454 | NOBL ProShares - S&P 500… | 0.0% | $16.87M | 162.07K | n/a | n/c | 1 |
| 455 | SMMD iShares Russell 2500 ETF | 0.0% | $16.82M | 224.49K | n/a | n/c | 1 |
| 456 | IAGG iShares Core International… | 0.0% | $16.64M | 332.72K | n/a | n/c | 1 |
| 457 | EXPE Expedia Group, Inc. | 0.0% | $16.63M | 58.68K | n/a | n/c | 1 |
| 458 | IDEV iShares Core MSCI… | 0.0% | $16.60M | 201.23K | n/a | n/c | 1 |
| 459 | IWX iShares Russell Top 200… | 0.0% | $16.52M | 179.79K | n/a | n/c | 1 |
| 460 | MTB M&T Bank Corporation | 0.0% | $16.47M | 81.72K | n/a | n/c | 1 |
| 461 | HOOD Robinhood Markets, Inc. | 0.0% | $16.45M | 145.49K | n/a | n/c | 1 |
| 462 | GWW W.W. Grainger, Inc. | 0.0% | $16.37M | 16.22K | n/a | n/c | 1 |
| 463 | EAGG iShares ESG Aware U.S.… | 0.0% | $16.36M | 341.86K | n/a | n/c | 1 |
| 464 | DFAX Dimensional World ex U.S.… | 0.0% | $16.33M | 498.94K | n/a | n/c | 1 |
| 465 | QTEC First Trust… | 0.0% | $16.30M | 70.79K | n/a | n/c | 1 |
| 466 | AMT American Tower Corporation | 0.0% | $15.96M | 90.88K | n/a | n/c | 1 |
| 467 | BDX Becton, Dickinson and… | 0.0% | $15.95M | 82.21K | n/a | n/c | 1 |
| 468 | SPHY State Street SPDR Portfolio… | 0.0% | $15.93M | 673.20K | n/a | n/c | 1 |
| 469 | JPST JPMorgan Ultra-Short Income… | 0.0% | $15.86M | 313.58K | n/a | n/c | 1 |
| 470 | CL Colgate-Palmolive Company | 0.0% | $15.64M | 197.92K | n/a | n/c | 1 |
| 471 | CI Cigna Corporation | 0.0% | $15.47M | 56.23K | n/a | n/c | 1 |
| 472 | HSY The Hershey Company | 0.0% | $15.35M | 84.37K | n/a | n/c | 1 |
| 473 | APD Air Products and Chemicals… | 0.0% | $15.23M | 61.67K | n/a | n/c | 1 |
| 474 | SPIB State Street SPDR Portfolio… | 0.0% | $15.20M | 449.59K | n/a | n/c | 1 |
| 475 | CVS CVS Health Corp. | 0.0% | $15.20M | 191.51K | n/a | n/c | 1 |
| 476 | CHRW C.H. Robinson Worldwide… | 0.0% | $15.18M | 94.44K | n/a | n/c | 1 |
| 477 | DFAI Dimensional - International… | 0.0% | $15.16M | 397.78K | n/a | n/c | 1 |
| 478 | AVNM AMERICAN CENTY ETF TR | 0.0% | $15.03M | 204.50K | n/a | n/c | 1 |
| 479 | XEL Xcel Energy Inc. | 0.0% | $15.02M | 203.31K | n/a | n/c | 1 |
| 480 | CGHM Capital Group Municipal… | 0.0% | $14.98M | 587.83K | n/a | n/c | 1 |
| 481 | EMB iShares J.P. Morgan USD… | 0.0% | $14.94M | 155.12K | n/a | n/c | 1 |
| 482 | OKE ONEOK, Inc. | 0.0% | $14.86M | 202.19K | n/a | n/c | 1 |
| 483 | FTXL First Trust Nasdaq… | 0.0% | $14.73M | 113.74K | n/a | n/c | 1 |
| 484 | MGOV FIRST TR EXCHANGE-TRADED FD | 0.0% | $14.65M | 715.58K | n/a | n/c | 1 |
| 485 | NET Cloudflare, Inc. | 0.0% | $14.65M | 74.30K | n/a | n/c | 1 |
| 486 | SHW The Sherwin-Williams Company | 0.0% | $14.62M | 45.11K | n/a | n/c | 1 |
| 487 | IGLB iShares 10+ Year Investment… | 0.0% | $14.60M | 289.37K | n/a | n/c | 1 |
| 488 | IUSV iShares Core S&P U.S. Value… | 0.0% | $14.53M | 141.73K | n/a | n/c | 1 |
| 489 | KMB Kimberly-Clark Corporation | 0.0% | $14.50M | 143.76K | n/a | n/c | 1 |
| 490 | SHYG iShares 0-5 Year High Yield… | 0.0% | $14.47M | 337.49K | n/a | n/c | 1 |
| 491 | GIS General Mills, Inc. | 0.0% | $14.46M | 311.04K | n/a | n/c | 1 |
| 492 | BR Broadridge Financial… | 0.0% | $14.43M | 64.66K | n/a | n/c | 1 |
| 493 | NEM Newmont Corporation | 0.0% | $14.39M | 144.14K | n/a | n/c | 1 |
| 494 | MLI Mueller Industries, Inc. | 0.0% | $14.39M | 125.33K | n/a | n/c | 1 |
| 495 | RPV Invesco S&P 500 Pure Value… | 0.0% | $14.35M | 138.83K | n/a | n/c | 1 |
| 496 | ODFL Old Dominion Freight Line… | 0.0% | $14.27M | 90.98K | n/a | n/c | 1 |
| 497 | COIN Coinbase Global, Inc. | 0.0% | $14.20M | 62.81K | n/a | n/c | 1 |
| 498 | VCLT Vanguard Long-Term… | 0.0% | $14.14M | 186.49K | n/a | n/c | 1 |
| 499 | YUM Yum! Brands, Inc. | 0.0% | $14.06M | 92.94K | n/a | n/c | 1 |
| 500 | AVY Avery Dennison Corporation | 0.0% | $14.06M | 77.31K | n/a | n/c | 1 |
仅含普通股（SH）持仓；期权行显示于"期权"标签页，且不作净额处理。✂ = 变动基于拆股调整后的前期持股数计算。"持有 N+ 季度"= 在我们的数据窗口内每季度均有持仓，实际持有时间可能更长。
| 证券 | 股份 | 上期 | 变动 | 价值 | 权重 | 连续记录 |
|---|---|---|---|---|---|---|
| 本季度无。 | ||||||
| 证券 | 股份 | 上期 | 变动 | 价值 | 权重 | 连续记录 |
|---|---|---|---|---|---|---|
| 本季度无。 | ||||||
| 证券 | 股份 | 上期 | 变动 | 价值 | 权重 | 连续记录 |
|---|---|---|---|---|---|---|
| 本季度无。 | ||||||
| 证券 | 股份 | 上期 | 变动 | 价值 | 权重 | 连续记录 |
|---|---|---|---|---|---|---|
| 本季度无。 | ||||||
| 标的 | 类型 | 标的股份 | 报告持仓市值 |
|---|---|---|---|
| SPY | Put | 160.30K | $109.31M |
| NVDA | Put | 77.10K | $14.38M |
| CNC | Call | 77.60K | $3.19M |
| AJG | Put | 10.00K | $2.59M |
| SPY | Call | 3.50K | $2.39M |
| CLF | Call | 146.30K | $1.94M |
| QQQ | Put | 3.10K | $1.90M |
| PZZA | Call | 37.50K | $1.44M |
| CHYM | Call | 46.20K | $1.16M |
| MBLY | Call | 109.50K | $1.14M |
| CLOV | Call | 455.30K | $1.07M |
| AI | Call | 67.10K | $904,508 |
| SOUN | Call | 61.30K | $611,161 |
| S | Call | 39.70K | $595,500 |
| MSTR | Call | 3.60K | $547,020 |
| ASO | Call | 10.20K | $509,592 |
| SMCI | Call | 17.40K | $509,298 |
| CMCSA | Put | 15.50K | $463,295 |
| SRPT | Call | 19.20K | $413,184 |
| MSFT | Put | 700 | $338,534 |
| NVDA | Call | 1.50K | $279,750 |
| ORCL | Call | 1.30K | $253,383 |
| GLD | Put | 600 | $237,786 |
13F仅报告期权名义价值（标的股票数量及市场价值），不披露行权价、到期日或期权方向（买入或卖出），因此无法推断持仓方向。 方法论
持仓持有时长
26570–1 季度
当前各持仓在我们数据窗口内已连续报告的季度数。
相似管理人
| 管理人 | 共同持仓 | 名称重叠 | 加权相似度 | |
|---|---|---|---|---|
| Mml Investors Services, Llc | 2260 | 59.8% | 0.8025 | 对比 ⇄ |
| Envestnet Asset Management Inc | 2660 | 54.0% | 0.7843 | 对比 ⇄ |
| Corient Private Wealth LP | 1898 | 49.0% | 0.7797 | 对比 ⇄ |
| Cetera Investment Advisers | 2597 | 52.0% | 0.7779 | 对比 ⇄ |
| Fifth Third Bancorp | 2355 | 50.0% | 0.7648 | 对比 ⇄ |
| LPL Financial LLC | 2724 | 45.6% | 0.749 | 对比 ⇄ |
| Wealth Enhancement Advisory Services… | 2285 | 51.7% | 0.7427 | 对比 ⇄ |
| Captrust Financial Advisors | 2022 | 51.3% | 0.7397 | 对比 ⇄ |
仅基于已申报多头仓位的相似度分析，对冲头寸及非13F资产不可见。 方法论
申报记录
Jul 28 2026
13F-HR · 期间 Q2 2026
$83.67B · 5,414 持仓条目数 · 查看 SEC 原始申报文件 ↗
Apr 27 2026
13F-HR · 期间 Q1 2026
$74.18B · 5,223 持仓条目数 · 查看 SEC 原始申报文件 ↗
Feb 02 2026
13F-HR · 期间 Q4 2025
$75.00B · 5,167 持仓条目数 · 查看 SEC 原始申报文件 ↗
Nov 03 2025
13F-HR · 期间 Q3 2025
$73.97B · 5,089 持仓条目数 · 查看 SEC 原始申报文件 ↗
Jul 18 2025
13F-HR · 期间 Q2 2025
$68.34B · 4,895 持仓条目数 · 查看 SEC 原始申报文件 ↗
数据来源: 本管理人 13F 信息表（SEC EDGAR）中解析的全部持仓；数值按申报原值列示，单位为美元整数。变动比较各季度最新已接受版本（含修正案），股份数量已按拆股调整。
报告期: Q4 2025 · 最新申报文件 Jul 28, 2026 ·
变动方法论