Hồ sơ lưu nhà quản lý · quý lưu trữ

UBS Group AG

Zurich, V8 · CIK 1610520 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$666.32BGiá trị 13F được báo cáo

22,771Vị thế

15.3%Tỷ trọng top 10

235.80Danh mục nắm giữ hiệu lực

7.1%Doanh thu ước tính

+429Mới

−353Thoát 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 37.2% (+2.5pp)

Công nghệ 20.7% (-1.5pp)

Công nghiệp 8.4% (+0.4pp)

Chăm sóc sức khỏe 7.5% (-0.7pp)

Hàng tiêu dùng chu kỳ 7.0% (-0.9pp)

Dịch vụ Truyền thông 5.5% (-0.9pp)

Năng lượng 4.3% (+0.8pp)

Hàng tiêu dùng thiết yếu 3.6% (-0.1pp)

Vật liệu Cơ bản 2.4% (+0.2pp)

Tiện ích 1.8% (+0.1pp)

Bất động sản 1.6% (+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 · Q1 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	AAPL Apple Inc.	2.3%	$6.79B	26.74M	+12.3%	▲ Add	2
2	MSFT Microsoft Corporation	2.2%	$6.78B	18.31M	+17.8%	▲ Add	2
3	NVDA NVIDIA Corporation	2.6%	$6.75B	38.68M	+7.3%	▲ Add	2
4	IEFA iShares Core MSCI EAFE ETF	1.1%	$6.16B	68.10M	+222.6%	▲ Add	2
5	NVDA NVIDIA Corporation	2.6%	$5.31B	30.44M	+7.3%	▲ Add	2
6	GOOGL Alphabet Inc.	1.2%	$4.86B	16.90M	+8.9%	▲ Add	2
7	AMZN Amazon.com, Inc.	1.3%	$4.70B	22.56M	-0.6%	▼ Trim	2
8	AVGO Broadcom Inc.	1.4%	$4.55B	14.71M	+3.7%	▲ Add	2
9	SPY State Street SPDR S&P 500…	1.4%	$4.54B	6.98M	+13.4%	▲ Add	2
10	UBS UBS Group AG	0.7%	$4.00B	102.27M	-23.9%	▼ Trim	2
11	AAPL Apple Inc.	2.3%	$3.91B	15.41M	+12.3%	▲ Add	2
12	VO Vanguard Morningstar…	0.7%	$3.85B	13.40M	+140.6%	▲ Add	2
13	MSFT Microsoft Corporation	2.2%	$3.43B	9.26M	+17.8%	▲ Add	2
14	JPM JPMorgan Chase & Co.	1.0%	$3.32B	11.29M	+1.1%	▲ Add	2
15	VONG Vanguard Russell 1000…	0.6%	$3.15B	28.72M	+671.3%	▲ Add	2
16	VONV Vanguard Russell 1000 Value…	0.5%	$2.94B	31.31M	+1080.0%	▲ Add	2
17	SPY State Street SPDR S&P 500…	1.4%	$2.93B	4.51M	+13.4%	▲ Add	2
18	USIG iShares Broad USD…	0.5%	$2.87B	56.08M	+1285.2%	▲ Add	2
19	VOO Vanguard S&P 500 ETF	0.5%	$2.75B	4.60M	+16.1%	▲ Add	2
20	META Meta Platforms, Inc.	0.9%	$2.66B	4.65M	-0.4%	▼ Trim	2
21	VTV Vanguard Morningstar Value…	0.5%	$2.65B	13.49M	+6.8%	▲ Add	2
22	VUG Vanguard Morningstar Growth…	0.5%	$2.63B	6.03M	+8.1%	▲ Add	2
23	IEMG iShares Core MSCI Emerging…	0.5%	$2.62B	37.60M	+161.7%	▲ Add	2
24	GOOG Alphabet Inc.	0.9%	$2.54B	8.84M	-6.7%	▼ Trim	2
25	QQQ Invesco QQQ Trust, Series 1	0.6%	$2.41B	4.17M	+2.6%	▲ Add	2
26	IVV iShares Core S&P 500 ETF	0.5%	$2.12B	3.25M	+44.1%	▲ Add	2
27	MBB iShares MBS ETF	0.4%	$2.07B	21.82M	+1028.4%	▲ Add	2
28	IWF iShares Russell 1000 Growth…	0.4%	$2.04B	4.78M	-1.5%	▼ Trim	2
29	LLY Eli Lilly and Company	0.7%	$2.03B	2.21M	+13.5%	▲ Add	2
30	VEA Vanguard FTSE Developed…	0.3%	$1.96B	30.65M	+11.4%	▲ Add	2
31	META Meta Platforms, Inc.	0.9%	$1.94B	3.39M	-0.4%	▼ Trim	2
32	JNJ Johnson & Johnson	0.4%	$1.91B	7.79M	+2.2%	▲ Add	2
33	V Visa Inc.	0.6%	$1.85B	6.11M	+3.9%	▲ Add	2
34	GLD SPDR Gold Shares	0.5%	$1.84B	4.29M	+15.8%	▲ Add	2
35	TSM Taiwan Semiconductor…	0.7%	$1.77B	5.25M	+51.0%	▲ Add	2
36	COST Costco Wholesale Corporation	0.4%	$1.72B	1.73M	-8.7%	▼ Trim	2
37	AVGO Broadcom Inc.	1.4%	$1.72B	5.54M	+3.7%	▲ Add	2
38	RTX RTX Corporation	0.3%	$1.69B	8.79M	+9.7%	▲ Add	2
39	GOOGL Alphabet Inc.	1.2%	$1.69B	5.89M	+8.9%	▲ Add	2
40	XONA.DE Exxon Mobil Corporation	0.5%	$1.68B	9.93M	+6.7%	▲ Add	2
41	ABBV AbbVie Inc.	0.5%	$1.62B	7.43M	+33.5%	▲ Add	2
42	IJH iShares Core S&P Mid-Cap ETF	0.3%	$1.59B	23.60M	+4.8%	▲ Add	2
43	JPM JPMorgan Chase & Co.	1.0%	$1.57B	5.32M	+1.1%	▲ Add	2
44	HD The Home Depot, Inc.	0.4%	$1.56B	4.75M	+4.9%	▲ Add	2
45	NVDA NVIDIA Corporation	2.6%	$1.50B	8.60M	+7.3%	▲ Add	2
46	XLK State Street Technology…	0.3%	$1.49B	11.24M	+32.4%	▲ Add	2
47	RSP Invesco S&P 500 Equal…	0.4%	$1.48B	7.73M	+15.4%	▲ Add	2
48	BRK-B Berkshire Hathaway Inc.	0.4%	$1.45B	3.03M	+0.5%	▲ Add	2
49	GOOG Alphabet Inc.	0.9%	$1.44B	5.02M	-6.7%	▼ Trim	2
50	VTI Vanguard Morningstar Total…	0.3%	$1.42B	4.42M	+8.9%	▲ Add	2
51	TSLA Tesla, Inc.	0.4%	$1.39B	3.75M	+36.1%	▲ Add	2
52	IWD iShares Russell 1000 Value…	0.2%	$1.36B	6.36M	-0.5%	▼ Trim	2
53	VIG Vanguard Dividend…	0.2%	$1.33B	6.19M	+1.1%	▲ Add	2
54	AMZN Amazon.com, Inc.	1.3%	$1.33B	6.39M	-0.6%	▼ Trim	2
55	WMT Walmart Inc.	0.4%	$1.32B	10.63M	-15.4%	▼ Trim	2
56	IAU iShares Gold Trust	0.2%	$1.30B	14.71M	+70.8%	▲ Add	2
57	CSCO Cisco Systems, Inc.	0.4%	$1.29B	16.69M	+8.7%	▲ Add	2
58	TSM Taiwan Semiconductor…	0.7%	$1.29B	3.82M	+51.0%	▲ Add	2
59	VTWO Vanguard Russell 2000 ETF	0.2%	$1.28B	12.77M	+734.4%	▲ Add	2
60	IJR iShares Core S&P Small-Cap…	0.2%	$1.25B	10.05M	+6.0%	▲ Add	2
61	AAPL Apple Inc.	2.3%	$1.24B	4.91M	+12.3%	▲ Add	2
62	TJX The TJX Companies, Inc.	0.3%	$1.24B	7.76M	+35.2%	▲ Add	2
63	SCHB Schwab U.S. Broad Market ETF	0.2%	$1.22B	48.50M	+3330.4%	▲ Add	2
64	VV Vanguard Morningstar…	0.2%	$1.21B	4.04M	+83.5%	▲ Add	2
65	MCD McDonald's Corporation	0.3%	$1.20B	3.86M	+14.4%	▲ Add	2
66	NEE NextEra Energy, Inc.	0.4%	$1.19B	12.78M	+26.9%	▲ Add	2
67	KO The Coca-Cola Company	0.4%	$1.17B	15.35M	+18.6%	▲ Add	2
68	LIN Linde plc	0.3%	$1.17B	2.35M	+46.1%	▲ Add	2
69	EFA iShares MSCI EAFE ETF	0.3%	$1.14B	11.70M	+23.7%	▲ Add	2
70	MSFT Microsoft Corporation	2.2%	$1.13B	3.06M	+17.8%	▲ Add	2
71	SLB Slb N.V.	0.3%	$1.12B	21.86M	+47.4%	▲ Add	2
72	TLT iShares 20+ Year Treasury…	0.2%	$1.12B	12.89M	-5.9%	▼ Trim	2
73	VWO Vanguard FTSE Emerging…	0.2%	$1.12B	20.66M	+6.7%	▲ Add	2
74	ORCL Oracle Corporation	0.4%	$1.11B	7.54M	+18.6%	▲ Add	2
75	VB Vanguard Morningstar…	0.2%	$1.10B	4.21M	+12.6%	▲ Add	2
76	WDC Western Digital Corporation	0.2%	$1.06B	3.92M	-8.1%	▼ Trim	2
77	VGT Vanguard Information…	0.2%	$1.06B	1.52M	+0.8%	▲ Add	2
78	XONA.DE Exxon Mobil Corporation	0.5%	$1.03B	6.06M	+6.7%	▲ Add	2
79	AGG iShares Core U.S. Aggregate…	0.2%	$1.02B	10.24M	+16.8%	▲ Add	2
80	NFLX Netflix, Inc.	0.4%	$1.02B	10.57M	+15.4%	▲ Add	2
81	INTC Intel Corp.	0.2%	$1.00B	22.74M	+21.6%	▲ Add	2
82	MU Micron Technology, Inc.	0.4%	$995.76M	2.95M	-27.9%	▼ Trim	2
83	V Visa Inc.	0.6%	$995.47M	3.29M	+3.9%	▲ Add	2
84	PG The Procter & Gamble Company	0.3%	$971.03M	6.72M	+23.0%	▲ Add	2
85	IVW iShares S&P 500 Growth ETF	0.2%	$968.26M	8.56M	-1.3%	▼ Trim	2
86	CVX Chevron Corporation	0.4%	$962.90M	4.65M	-9.2%	▼ Trim	2
87	LITE Lumentum Holdings Inc.	0.2%	$937.83M	1.33M	-10.7%	▼ Trim	2
88	EMB iShares J.P. Morgan USD…	0.2%	$925.23M	9.85M	+613.3%	▲ Add	2
89	CSCO Cisco Systems, Inc.	0.4%	$919.48M	11.85M	+8.7%	▲ Add	2
90	USHY iShares Broad USD High…	0.2%	$916.37M	24.87M	+1042.3%	▲ Add	2
91	IVV iShares Core S&P 500 ETF	0.5%	$910.96M	1.39M	+44.1%	▲ Add	2
92	QCOM QUALCOMM Incorporated	0.2%	$900.89M	7.00M	+13.8%	▲ Add	2
93	LLY Eli Lilly and Company	0.7%	$899.59M	978.06K	+13.5%	▲ Add	2
94	IWM iShares Russell 2000 ETF	0.3%	$891.22M	3.59M	+39.6%	▲ Add	2
95	ETN Eaton Corporation plc	0.3%	$890.76M	2.49M	+24.7%	▲ Add	2
96	DB Deutsche Bank AG	0.2%	$889.75M	29.88M	+1.6%	▲ Add	2
97	WMT Walmart Inc.	0.4%	$864.95M	6.96M	-15.4%	▼ Trim	2
98	VRT Vertiv Holdings Co	0.2%	$828.62M	3.31M	+69.4%	▲ Add	2
99	AVGO Broadcom Inc.	1.4%	$813.49M	2.63M	+3.7%	▲ Add	2
100	MA Mastercard Incorporated	0.3%	$811.91M	1.62M	-7.2%	▼ Trim	2
101	GOOG Alphabet Inc.	0.9%	$805.06M	2.81M	-6.7%	▼ Trim	2
102	MUB iShares National Muni Bond…	0.1%	$802.48M	7.56M	+211.7%	▲ Add	2
103	PANW Palo Alto Networks, Inc.	0.2%	$799.20M	4.99M	-6.6%	▼ Trim	2
104	ABBV AbbVie Inc.	0.5%	$791.87M	3.64M	+33.5%	▲ Add	2
105	MRK Merck & Co., Inc.	0.3%	$785.99M	6.53M	-27.4%	▼ Trim	2
106	GLD SPDR Gold Shares	0.5%	$776.90M	1.81M	+15.8%	▲ Add	2
107	HD The Home Depot, Inc.	0.4%	$767.91M	2.33M	+4.9%	▲ Add	2
108	BLK BlackRock, Inc.	0.2%	$766.53M	797.05K	+30.6%	▲ Add	2
109	XLF State Street Financial…	0.2%	$764.68M	15.49M	+27.6%	▲ Add	2
110	IVE iShares S&P 500 Value ETF	0.1%	$764.18M	3.62M	+3.1%	▲ Add	2
111	LRCX Lam Research Corporation	0.2%	$762.42M	3.57M	-16.1%	▼ Trim	2
112	AZN AstraZeneca PLC	0.2%	$760.57M	3.86M	+315.6% ✂	▲ Add	2
113	BIL State Street SPDR Bloomberg…	0.1%	$760.37M	8.30M	+1.3%	▲ Add	2
114	IWM iShares Russell 2000 ETF	0.3%	$752.87M	3.04M	+39.6%	▲ Add	2
115	QQQ Invesco QQQ Trust, Series 1	0.6%	$749.40M	1.30M	+2.6%	▲ Add	2
116	AXP American Express Company	0.2%	$749.05M	2.48M	+42.3%	▲ Add	2
117	ADI Analog Devices, Inc.	0.2%	$748.71M	2.35M	+5.2%	▲ Add	2
118	MS Morgan Stanley	0.3%	$747.75M	4.54M	+12.0%	▲ Add	2
119	MRVL Marvell Technology, Inc.	0.2%	$741.42M	7.49M	+2.8%	▲ Add	2
120	EA Electronic Arts Inc.	0.2%	$739.15M	3.63M	+30.4%	▲ Add	2
121	UBER Uber Technologies, Inc.	0.2%	$727.41M	10.11M	-0.4%	▼ Trim	2
122	ACN Accenture plc	0.2%	$717.82M	3.62M	+80.8%	▲ Add	2
123	TXN Texas Instruments…	0.3%	$717.43M	3.70M	+26.2%	▲ Add	2
124	AMZN Amazon.com, Inc.	1.3%	$716.68M	3.44M	-0.6%	▼ Trim	2
125	MU Micron Technology, Inc.	0.4%	$711.05M	2.10M	-27.9%	▼ Trim	2
126	SNPS Synopsys, Inc.	0.1%	$707.87M	1.79M	+176.9%	▲ Add	2
127	COST Costco Wholesale Corporation	0.4%	$705.80M	708.33K	-8.7%	▼ Trim	2
128	ASML ASML Holding N.V.	0.2%	$704.01M	533.00K	+53.4%	▲ Add	2
129	UNP Union Pacific Corporation	0.2%	$703.33M	2.90M	+16.0%	▲ Add	2
130	QUAL iShares MSCI USA Quality…	0.1%	$702.95M	3.66M	+1.5%	▲ Add	2
131	MSTR Strategy Inc	0.1%	$696.08M	5.58M	+9.6%	▲ Add	2
132	AMD Advanced Micro Devices, Inc.	0.3%	$694.18M	3.41M	+28.7%	▲ Add	2
133	GEV GE Vernova Inc.	0.2%	$692.25M	793.04K	+5.9%	▲ Add	2
134	OKE ONEOK, Inc.	0.2%	$687.69M	7.61M	+44.6%	▲ Add	2
135	BAC Bank of America Corporation	0.2%	$686.87M	14.09M	-9.6%	▼ Trim	2
136	PH Parker-Hannifin Corporation	0.2%	$686.13M	766.42K	+8.1%	▲ Add	2
137	BRK-B Berkshire Hathaway Inc.	0.4%	$679.18M	1.42M	+0.5%	▲ Add	2
138	IWR iShares Russell Mid-Cap ETF	0.1%	$672.12M	6.91M	+20.5%	▲ Add	2
139	RSP Invesco S&P 500 Equal…	0.4%	$664.59M	3.46M	+15.4%	▲ Add	2
140	ORCL Oracle Corporation	0.4%	$664.14M	4.51M	+18.6%	▲ Add	2
141	PLD Prologis, Inc.	0.2%	$662.92M	5.02M	+51.0%	▲ Add	2
142	MS Morgan Stanley	0.3%	$661.92M	4.02M	+12.0%	▲ Add	2
143	EWY iShares MSCI South Korea ETF	0.1%	$646.98M	5.26M	+1061.1%	▲ Add	2
144	MA Mastercard Incorporated	0.3%	$645.21M	1.29M	-7.2%	▼ Trim	2
145	XLU State Street Utilities…	0.1%	$637.43M	13.89M	+80.2%	▲ Add	2
146	GS The Goldman Sachs Group…	0.3%	$636.89M	752.83K	-18.4%	▼ Trim	2
147	HON Honeywell International Inc.	0.2%	$636.88M	2.82M	-36.4%	▼ Trim	2
148	ABT Abbott Laboratories	0.2%	$635.88M	6.19M	+16.0%	▲ Add	2
149	NFLX Netflix, Inc.	0.4%	$631.24M	6.57M	+15.4%	▲ Add	2
150	NEE NextEra Energy, Inc.	0.4%	$628.06M	6.76M	+26.9%	▲ Add	2
151	VT Vanguard Total World Stock…	0.1%	$623.90M	4.51M	+202.0%	▲ Add	2
152	CB Chubb Limited	0.2%	$619.50M	1.90M	+8.0%	▲ Add	2
153	VEU Vanguard FTSE All-World…	0.1%	$616.65M	8.21M	+24.5%	▲ Add	2
154	MRK Merck & Co., Inc.	0.3%	$615.83M	5.12M	-27.4%	▼ Trim	2
155	AXP American Express Company	0.2%	$615.67M	2.04M	+42.3%	▲ Add	2
156	CVX Chevron Corporation	0.4%	$611.08M	2.95M	-9.2%	▼ Trim	2
157	VGIT Vanguard Intermediate-Term…	0.1%	$606.55M	10.19M	+214.1%	▲ Add	2
158	TXN Texas Instruments…	0.3%	$604.54M	3.11M	+26.2%	▲ Add	2
159	BABA Alibaba Group Holding…	0.2%	$604.26M	4.82M	-0.8%	▼ Trim	2
160	BAC Bank of America Corporation	0.2%	$594.97M	12.20M	-9.6%	▼ Trim	2
161	CMCSA Comcast Corporation	0.1%	$582.58M	20.29M	+65.8%	▲ Add	2
162	ABT Abbott Laboratories	0.2%	$581.79M	5.67M	+16.0%	▲ Add	2
163	APP AppLovin Corporation	0.1%	$578.41M	1.45M	-0.2%	▼ Trim	2
164	PLTR Palantir Technologies Inc.	0.2%	$577.23M	3.95M	+2.6%	▲ Add	2
165	PG The Procter & Gamble Company	0.3%	$574.54M	3.98M	+23.0%	▲ Add	2
166	ROIV Roivant Sciences Ltd.	0.1%	$574.15M	20.73M	+23.0%	▲ Add	2
167	XLI State Street Industrial…	0.1%	$572.97M	3.54M	+28.6%	▲ Add	2
168	TSLA Tesla, Inc.	0.4%	$572.01M	1.54M	+36.1%	▲ Add	2
169	INTU Intuit Inc.	0.2%	$571.06M	1.32M	+115.7%	▲ Add	2
170	MPWR Monolithic Power Systems…	0.1%	$565.66M	517.37K	+23.1%	▲ Add	2
171	XLV State Street Health Care…	0.1%	$562.31M	3.84M	-4.1%	▼ Trim	2
172	CRM Salesforce, Inc.	0.2%	$561.04M	3.01M	+39.3%	▲ Add	2
173	SJM The J. M. Smucker Company	0.1%	$560.97M	5.82M	+52.6%	▲ Add	2
174	AMAT Applied Materials, Inc.	0.2%	$557.54M	1.63M	-5.9%	▼ Trim	2
175	LRCX Lam Research Corporation	0.2%	$551.83M	2.58M	-16.1%	▼ Trim	2
176	XLC State Street Communication…	0.1%	$550.34M	4.96M	+50.4%	▲ Add	2
177	EA Electronic Arts Inc.	0.2%	$548.00M	2.69M	+30.4%	▲ Add	2
178	VYM Vanguard High Dividend…	0.1%	$547.13M	3.69M	+29.3%	▲ Add	2
179	JPST JPMorgan Ultra-Short Income…	0.1%	$546.16M	10.79M	+14.2%	▲ Add	2
180	ETN Eaton Corporation plc	0.3%	$544.60M	1.52M	+24.7%	▲ Add	2
181	BX Blackstone Inc.	0.2%	$541.54M	4.71M	+28.5%	▲ Add	2
182	APO Apollo Global Management…	0.1%	$540.88M	4.85M	+77.0%	▲ Add	2
183	PWR Quanta Services, Inc.	0.2%	$540.87M	985.15K	-19.8%	▼ Trim	2
184	AMGN Amgen Inc.	0.2%	$540.54M	1.54M	-23.3%	▼ Trim	2
185	TT Trane Technologies plc	0.2%	$538.48M	1.29M	+25.9%	▲ Add	2
186	LMT Lockheed Martin Corporation	0.2%	$537.51M	889.34K	+30.9%	▲ Add	2
187	PEP PepsiCo, Inc.	0.2%	$536.83M	3.46M	+2.1%	▲ Add	2
188	KLAC KLA Corporation	0.1%	$533.72M	362.48K	+2.5%	▲ Add	2
189	UNP Union Pacific Corporation	0.2%	$532.96M	2.20M	+16.0%	▲ Add	2
190	GE GE Aerospace	0.2%	$530.80M	1.87M	-10.1%	▼ Trim	2
191	SOFI SoFi Technologies, Inc.	0.1%	$529.04M	33.31M	+136.9%	▲ Add	2
192	WMB The Williams Companies, Inc.	0.1%	$526.54M	7.23M	-3.6%	▼ Trim	2
193	TMO Thermo Fisher Scientific…	0.2%	$522.08M	1.06M	+5.6%	▲ Add	2
194	FANG Diamondback Energy, Inc.	0.1%	$520.86M	2.63M	-8.6%	▼ Trim	2
195	PEP PepsiCo, Inc.	0.2%	$518.39M	3.34M	+2.1%	▲ Add	2
196	SGOV iShares 0-3 Month Treasury…	0.1%	$515.98M	5.13M	+98.2%	▲ Add	2
197	BABA Alibaba Group Holding…	0.2%	$514.69M	4.10M	-0.8%	▼ Trim	2
198	KO The Coca-Cola Company	0.4%	$514.47M	6.76M	+18.6%	▲ Add	2
199	CAT Caterpillar Inc.	0.2%	$512.14M	722.89K	+9.7%	▲ Add	2
200	AMAT Applied Materials, Inc.	0.2%	$510.61M	1.49M	-5.9%	▼ Trim	2
201	LLY Eli Lilly and Company	0.7%	$510.09M	554.59K	+13.5%	▲ Add	2
202	C Citigroup Inc.	0.1%	$508.65M	4.49M	+23.4%	▲ Add	2
203	ABVX Abivax S.A.	0.1%	$504.00M	4.53M	+2.8%	▲ Add	2
204	GS The Goldman Sachs Group…	0.3%	$500.35M	591.44K	-18.4%	▼ Trim	2
205	GEV GE Vernova Inc.	0.2%	$498.98M	571.63K	+5.9%	▲ Add	2
206	BND Vanguard Total Bond Market…	0.1%	$497.32M	6.75M	+8.8%	▲ Add	2
207	PZA Invesco National AMT-Free…	0.1%	$494.69M	21.53M	+1038.8%	▲ Add	2
208	XLE State Street Energy Select…	0.2%	$493.08M	8.05M	+3.7%	▲ Add	2
209	ISRG Intuitive Surgical, Inc.	0.1%	$491.90M	1.07M	-10.1%	▼ Trim	2
210	ORLY O'Reilly Automotive, Inc.	0.1%	$491.06M	5.32M	+6.1%	▲ Add	2
211	IGV iShares Expanded…	0.1%	$484.09M	6.05M	+482.4%	▲ Add	2
212	GE GE Aerospace	0.2%	$477.28M	1.68M	-10.1%	▼ Trim	2
213	BA The Boeing Company	0.3%	$475.70M	2.39M	+66.0%	▲ Add	2
214	BKNG Booking Holdings Inc.	0.1%	$466.88M	110.89K	+41.0%	▲ Add	2
215	VCSH Vanguard Short-Term…	0.1%	$465.93M	5.88M	+10.1%	▲ Add	2
216	LIN Linde plc	0.3%	$465.88M	939.72K	+46.1%	▲ Add	2
217	IBM International Business…	0.2%	$465.03M	1.92M	+5.5%	▲ Add	2
218	JNJ Johnson & Johnson	0.4%	$464.34M	1.90M	+2.2%	▲ Add	2
219	VRT Vertiv Holdings Co	0.2%	$464.29M	1.85M	+69.4%	▲ Add	2
220	VZ Verizon Communications Inc.	0.2%	$462.93M	9.22M	-5.6%	▼ Trim	2
221	PANW Palo Alto Networks, Inc.	0.2%	$460.01M	2.87M	-6.6%	▼ Trim	2
222	CAT Caterpillar Inc.	0.2%	$457.08M	645.17K	+9.7%	▲ Add	2
223	META Meta Platforms, Inc.	0.9%	$449.33M	785.36K	-0.4%	▼ Trim	2
224	JPM JPMorgan Chase & Co.	1.0%	$446.55M	1.52M	+1.1%	▲ Add	2
225	SCHD Schwab U.S. Dividend Equity…	0.1%	$446.00M	14.54M	+3.5%	▲ Add	2
226	PWR Quanta Services, Inc.	0.2%	$444.31M	809.28K	-19.8%	▼ Trim	2
227	TMO Thermo Fisher Scientific…	0.2%	$442.67M	900.60K	+5.6%	▲ Add	2
228	AMD Advanced Micro Devices, Inc.	0.3%	$435.97M	2.14M	+28.7%	▲ Add	2
229	AMCR Amcor plc	0.1%	$435.41M	10.95M	+195.5% ✂	▲ Add	2
230	ET Energy Transfer LP	0.1%	$431.90M	22.38M	-0.1%	▼ Trim	2
231	SLV iShares Silver Trust	0.1%	$430.91M	6.32M	-4.5%	▼ Trim	2
232	XLY State Street Consumer…	0.1%	$428.93M	3.94M	+55.8%	▲ Add	2
233	ANET Arista Networks, Inc.	0.1%	$427.89M	3.49M	+17.8%	▲ Add	2
234	RVMD Revolution Medicines, Inc.	0.1%	$425.03M	4.37M	+42.1%	▲ Add	2
235	LOGI Logitech International S.A.	0.1%	$424.13M	4.65M	+93.0%	▲ Add	2
236	PM Philip Morris International…	0.1%	$422.29M	2.55M	+6.3%	▲ Add	2
237	WFC Wells Fargo & Company	0.1%	$421.27M	5.29M	-3.4%	▼ Trim	2
238	ICE Intercontinental Exchange…	0.1%	$419.99M	2.67M	+19.1%	▲ Add	2
239	SBUX Starbucks Corporation	0.2%	$419.47M	4.68M	+22.5%	▲ Add	2
240	JBL Jabil Inc.	0.1%	$418.47M	1.58M	+17.8%	▲ Add	2
241	LMT Lockheed Martin Corporation	0.2%	$417.08M	690.09K	+30.9%	▲ Add	2
242	UNH UnitedHealth Group…	0.2%	$415.94M	1.54M	+26.8%	▲ Add	2
243	T AT&T Inc.	0.1%	$412.60M	14.23M	+23.0%	▲ Add	2
244	IBM International Business…	0.2%	$409.76M	1.69M	+5.5%	▲ Add	2
245	BA The Boeing Company	0.3%	$409.70M	2.06M	+66.0%	▲ Add	2
246	TECK Teck Resources Limited	0.1%	$409.70M	7.92M	+87.5%	▲ Add	2
247	UNH UnitedHealth Group…	0.2%	$409.65M	1.51M	+26.8%	▲ Add	2
248	APH Amphenol Corporation	0.1%	$409.43M	3.24M	+37.7%	▲ Add	2
249	DIS The Walt Disney Company	0.1%	$407.96M	4.23M	+21.7%	▲ Add	2
250	HON Honeywell International Inc.	0.2%	$406.24M	1.80M	-36.4%	▼ Trim	2
251	DE Deere & Company	0.2%	$405.00M	718.98K	+0.1%	▲ Add	2
252	MRSH Marsh & McLennan Companies…	0.1%	$404.13M	2.33M	+24.6%	▲ Add	2
253	FER.MC Ferrovial SE	0.1%	$403.93M	6.21M	-20.5%	▼ Trim	2
254	VXUS Vanguard Total…	0.1%	$403.70M	5.24M	+30.9%	▲ Add	2
255	IWB iShares Russell 1000 ETF	0.1%	$403.26M	1.13M	+25.1%	▲ Add	2
256	NKE NIKE, Inc.	0.1%	$402.70M	7.62M	-6.7%	▼ Trim	2
257	CGDV Capital Group Dividend…	0.1%	$402.60M	9.46M	+2.6%	▲ Add	2
258	KMI Kinder Morgan, Inc.	0.1%	$402.13M	11.99M	-1.9%	▼ Trim	2
259	RSG Republic Services, Inc.	0.1%	$400.42M	1.83M	+13.8%	▲ Add	2
260	V Visa Inc.	0.6%	$400.01M	1.32M	+3.9%	▲ Add	2
261	SPDW State Street SPDR Portfolio…	0.1%	$399.01M	8.74M	+4.7%	▲ Add	2
262	GILD Gilead Sciences, Inc.	0.1%	$398.92M	2.86M	-17.8%	▼ Trim	2
263	COP ConocoPhillips	0.1%	$398.89M	3.02M	+30.2%	▲ Add	2
264	MMM 3M Company	0.1%	$397.40M	2.74M	+51.8%	▲ Add	2
265	HYG iShares iBoxx $ High Yield…	0.1%	$397.11M	4.99M	+37.5%	▲ Add	2
266	NCLH Norwegian Cruise Line…	0.1%	$395.75M	21.16M	+489.1%	▲ Add	2
267	GDX VanEck Gold Miners ETF	0.1%	$394.55M	4.30M	-16.4%	▼ Trim	2
268	COHR Coherent, Inc.	0.1%	$394.20M	1.65M	+67.6%	▲ Add	2
269	LQD iShares iBoxx $ Investment…	0.1%	$393.67M	3.61M	-10.5%	▼ Trim	2
270	ROK Rockwell Automation, Inc.	0.1%	$393.19M	1.10M	+34.0%	▲ Add	2
271	RH Rh	0.1%	$392.90M	3.74M	-32.7%	▼ Trim	2
272	BA The Boeing Company	0.3%	$392.66M	1.97M	+66.0%	▲ Add	2
273	FCX Freeport-McMoRan Inc.	0.1%	$391.02M	6.65M	-21.4%	▼ Trim	2
274	SMH VanEck Semiconductor ETF	0.1%	$389.66M	1.02M	-11.5%	▼ Trim	2
275	SNDK Sandisk Corporation	0.1%	$388.30M	611.17K	+53.0%	▲ Add	2
276	CAR Avis Budget Group, Inc.	0.1%	$388.13M	2.66M	+47.3%	▲ Add	2
277	XBI State Street SPDR S&P…	0.1%	$386.73M	3.03M	+19.1%	▲ Add	2
278	MO Altria Group, Inc.	0.1%	$384.67M	5.83M	-9.4%	▼ Trim	2
279	WFC Wells Fargo & Company	0.1%	$384.00M	4.82M	-3.4%	▼ Trim	2
280	SNOW Snowflake Inc.	0.1%	$382.65M	2.54M	+6.5%	▲ Add	2
281	T AT&T Inc.	0.1%	$380.82M	13.14M	+23.0%	▲ Add	2
282	DT Dynatrace, Inc.	0.1%	$380.40M	10.29M	+1615.6%	▲ Add	2
283	EPD Enterprise Products…	0.1%	$380.06M	10.04M	-2.9%	▼ Trim	2
284	TDG TransDigm Group Incorporated	0.1%	$380.04M	327.92K	+9.7%	▲ Add	2
285	SHY iShares 1-3 Year Treasury…	0.1%	$378.12M	4.58M	-2.0%	▼ Trim	2
286	APH Amphenol Corporation	0.1%	$377.47M	2.99M	+37.7%	▲ Add	2
287	RDVY First Trust Rising Dividend…	0.1%	$377.45M	5.53M	-7.8%	▼ Trim	2
288	JEPI JPMorgan Equity Premium…	0.1%	$377.27M	6.66M	-5.7%	▼ Trim	2
289	MGK Vanguard Morningstar Mega…	0.1%	$377.05M	1.03M	-5.7%	▼ Trim	2
290	NVDA NVIDIA Corporation	2.6%	$374.98M	2.15M	+7.3%	▲ Add	2
291	XLE State Street Energy Select…	0.2%	$374.40M	6.11M	+3.7%	▲ Add	2
292	MDY State Street SPDR S&P…	0.1%	$374.03M	606.44K	+5.3%	▲ Add	2
293	CVX Chevron Corporation	0.4%	$373.95M	1.81M	-9.2%	▼ Trim	2
294	PLTR Palantir Technologies Inc.	0.2%	$373.76M	2.56M	+2.6%	▲ Add	2
295	VGSH Vanguard Short-Term…	0.1%	$373.70M	6.38M	+153.8%	▲ Add	2
296	JCI Johnson Controls…	0.1%	$366.41M	2.80M	+61.0%	▲ Add	2
297	BLK BlackRock, Inc.	0.2%	$366.30M	380.89K	+30.6%	▲ Add	2
298	MRSH Marsh & McLennan Companies…	0.1%	$365.81M	2.11M	+24.6%	▲ Add	2
299	IEF iShares 7-10 Year Treasury…	0.1%	$364.90M	3.82M	+0.1%	▲ Add	2
300	BSX Boston Scientific…	0.2%	$363.75M	5.80M	-0.3%	▼ Trim	2
301	PTGX Protagonist Therapeutics…	0.1%	$362.43M	3.44M	+86.9%	▲ Add	2
302	SPGI S&P Global Inc.	0.1%	$362.05M	851.21K	+23.4%	▲ Add	2
303	TSM Taiwan Semiconductor…	0.7%	$360.83M	1.07M	+51.0%	▲ Add	2
304	SPY State Street SPDR S&P 500…	1.4%	$358.47M	551.20K	+13.4%	▲ Add	2
305	MSFT Microsoft Corporation	2.2%	$357.08M	964.64K	+17.8%	▲ Add	2
306	WELL Welltower Inc.	0.1%	$356.79M	1.80M	+39.8%	▲ Add	2
307	SPYG State Street SPDR Portfolio…	0.1%	$355.08M	3.63M	+3.6%	▲ Add	2
308	IEI iShares 3-7 Year Treasury…	0.1%	$353.11M	2.98M	+31.4%	▲ Add	2
309	EOG EOG Resources, Inc.	0.1%	$352.25M	2.44M	-18.4%	▼ Trim	2
310	CRWD CrowdStrike Holdings, Inc.	0.1%	$351.81M	901.13K	-1.7%	▼ Trim	2
311	SE Sea Limited	0.1%	$351.18M	4.24M	-7.8%	▼ Trim	2
312	VZ Verizon Communications Inc.	0.2%	$350.71M	6.99M	-5.6%	▼ Trim	2
313	IWP iShares Russell Mid-Cap…	0.1%	$349.14M	2.73M	+16.2%	▲ Add	2
314	AMRZ Amrize Ltd	0.1%	$348.56M	6.22M	-18.8%	▼ Trim	2
315	TRV The Travelers Companies…	0.1%	$347.98M	1.19M	+19.8%	▲ Add	2
316	SPYV State Street SPDR Portfolio…	0.1%	$347.94M	6.15M	-5.2%	▼ Trim	2
317	GLW Corning Inc	0.1%	$347.86M	2.56M	+11.6%	▲ Add	2
318	EEM iShares MSCI Emerging…	0.1%	$344.24M	6.06M	-23.5%	▼ Trim	2
319	JAAA Janus Henderson AAA CLO ETF	0.1%	$343.52M	6.82M	+4.4%	▲ Add	2
320	GS The Goldman Sachs Group…	0.3%	$342.41M	404.75K	-18.4%	▼ Trim	2
321	AXON Axon Enterprise, Inc.	0.1%	$342.10M	805.53K	+68.7%	▲ Add	2
322	SCHW The Charles Schwab…	0.1%	$341.77M	3.64M	-21.5%	▼ Trim	2
323	MS Morgan Stanley	0.3%	$341.71M	2.08M	+12.0%	▲ Add	2
324	DIA State Street SPDR Dow Jones…	0.1%	$339.08M	732.05K	+0.1%	▲ Add	2
325	RCL Royal Caribbean Cruises Ltd.	0.1%	$338.41M	1.23M	+39.3%	▲ Add	2
326	ABBV AbbVie Inc.	0.5%	$338.41M	1.56M	+33.5%	▲ Add	2
327	VCIT Vanguard Intermediate-Term…	0.1%	$337.97M	4.08M	+19.3%	▲ Add	2
328	SPTL State Street SPDR Portfolio…	0.1%	$337.07M	12.82M	+1091.1%	▲ Add	2
329	ADI Analog Devices, Inc.	0.2%	$336.05M	1.06M	+5.2%	▲ Add	2
330	VST Vistra Corp.	0.1%	$335.97M	2.23M	+69.7%	▲ Add	2
331	MSFT Microsoft Corporation	2.2%	$334.49M	903.60K	+17.8%	▲ Add	2
332	TT Trane Technologies plc	0.2%	$332.39M	797.60K	+25.9%	▲ Add	2
333	OKE ONEOK, Inc.	0.2%	$332.36M	3.68M	+44.6%	▲ Add	2
334	NFLX Netflix, Inc.	0.4%	$332.06M	3.45M	+15.4%	▲ Add	2
335	DASH DoorDash, Inc.	0.1%	$330.66M	2.20M	+4.2%	▲ Add	2
336	EMR Emerson Electric Co.	0.1%	$328.91M	2.51M	+6.8%	▲ Add	2
337	FXI iShares China Large-Cap ETF	0.1%	$327.85M	9.13M	-47.9%	▼ Trim	2
338	PSX Phillips 66	0.1%	$327.31M	1.80M	+2.1%	▲ Add	2
339	VHT Vanguard Health Care ETF	0.1%	$326.97M	1.20M	-13.4%	▼ Trim	2
340	MINT PIMCO Enhanced Short…	0.1%	$326.88M	3.25M	+17.7%	▲ Add	2
341	COIN Coinbase Global, Inc.	0.1%	$326.76M	1.87M	+99.9%	▲ Add	2
342	LOW Lowe's Companies, Inc.	0.1%	$326.12M	1.38M	-1.3%	▼ Trim	2
343	DGRO iShares Core Dividend…	0.1%	$325.22M	4.63M	+3.2%	▲ Add	2
344	GIS General Mills, Inc.	0.1%	$325.13M	8.74M	+55.3%	▲ Add	2
345	GD General Dynamics Corporation	0.1%	$324.71M	946.07K	+48.3%	▲ Add	2
346	MCD McDonald's Corporation	0.3%	$324.62M	1.04M	+14.4%	▲ Add	2
347	MSI Motorola Solutions, Inc.	0.1%	$324.58M	747.92K	+1.3%	▲ Add	2
348	VYMI Vanguard International High…	0.1%	$322.89M	3.43M	+151.8%	▲ Add	2
349	EMLC VanEck J.P. Morgan EM Local…	0.1%	$322.61M	12.85M	+389.5%	▲ Add	2
350	VBR Vanguard Morningstar…	0.1%	$320.47M	1.48M	+6.1%	▲ Add	2
351	SYK Stryker Corporation	0.1%	$320.27M	974.69K	+11.9%	▲ Add	2
352	COP ConocoPhillips	0.1%	$319.96M	2.42M	+30.2%	▲ Add	2
353	QQQ Invesco QQQ Trust, Series 1	0.6%	$319.90M	554.24K	+2.6%	▲ Add	2
354	ASTS AST SpaceMobile, Inc.	0.1%	$317.76M	3.83M	+31.7%	▲ Add	2
355	IYW iShares U.S. Technology ETF	0.1%	$317.27M	1.75M	-3.6%	▼ Trim	2
356	AMD Advanced Micro Devices, Inc.	0.3%	$315.89M	1.55M	+28.7%	▲ Add	2
357	TMUS T-Mobile US, Inc.	0.1%	$314.68M	1.50M	+11.7%	▲ Add	2
358	CEG Constellation Energy…	0.1%	$314.68M	1.13M	+7.5%	▲ Add	2
359	NVDA NVIDIA Corporation	2.6%	$314.27M	1.80M	+7.3%	▲ Add	2
360	CIBR First Trust Nasdaq…	0.1%	$313.38M	5.00M	+1.4%	▲ Add	2
361	BX Blackstone Inc.	0.2%	$312.56M	2.72M	+28.5%	▲ Add	2
362	MDLZ Mondelez International, Inc.	0.1%	$312.52M	5.42M	-13.3%	▼ Trim	2
363	WDAY Workday, Inc.	0.1%	$311.55M	2.40M	+13.5%	▲ Add	2
364	CB Chubb Limited	0.2%	$310.67M	953.17K	+8.0%	▲ Add	2
365	SUB iShares Short-Term National…	0.1%	$310.42M	2.91M	+147.2%	▲ Add	2
366	ADP Automatic Data Processing…	0.1%	$310.23M	1.53M	+25.3%	▲ Add	2
367	MAR Marriott International, Inc.	0.1%	$310.23M	948.50K	-12.2%	▼ Trim	2
368	VLO Valero Energy Corporation	0.1%	$309.95M	1.25M	+14.2%	▲ Add	2
369	WM Waste Management, Inc.	0.1%	$309.32M	1.35M	+14.0%	▲ Add	2
370	MPC Marathon Petroleum…	0.1%	$307.61M	1.26M	+32.0%	▲ Add	2
371	TJX The TJX Companies, Inc.	0.3%	$307.60M	1.93M	+35.2%	▲ Add	2
372	MCK McKesson Corporation	0.1%	$307.52M	355.36K	-1.8%	▼ Trim	2
373	NOC Northrop Grumman Corporation	0.1%	$306.61M	449.42K	+30.7%	▲ Add	2
374	VGK Vanguard FTSE Europe ETF	0.1%	$306.37M	3.72M	+9.2%	▲ Add	2
375	FLS Flowserve Corporation	0.1%	$304.89M	4.15M	+33.5%	▲ Add	2
376	BSV Vanguard Short-Term Bond ETF	0.1%	$304.22M	3.88M	+8.3%	▲ Add	2
377	CRM Salesforce, Inc.	0.2%	$304.10M	1.63M	+39.3%	▲ Add	2
378	AAPL Apple Inc.	2.3%	$302.08M	1.19M	+12.3%	▲ Add	2
379	TECK Teck Resources Limited	0.1%	$301.96M	5.83M	+87.5%	▲ Add	2
380	AMT American Tower Corporation	0.1%	$300.00M	1.74M	-6.6%	▼ Trim	2
381	UBER Uber Technologies, Inc.	0.2%	$299.88M	4.17M	-0.4%	▼ Trim	2
382	CME CME Group Inc.	0.1%	$298.04M	1.01M	+7.5%	▲ Add	2
383	ASML ASML Holding N.V.	0.2%	$297.85M	225.50K	+53.4%	▲ Add	2
384	KO The Coca-Cola Company	0.4%	$297.53M	3.91M	+18.6%	▲ Add	2
385	IJJ iShares S&P Mid-Cap 400…	0.1%	$296.35M	2.24M	+4.6%	▲ Add	2
386	AMGN Amgen Inc.	0.2%	$296.31M	842.14K	-23.3%	▼ Trim	2
387	TTE TotalEnergies SE	0.1%	$294.59M	3.24M	-31.3%	▼ Trim	2
388	PGR The Progressive Corporation	0.1%	$294.13M	1.48M	+37.1%	▲ Add	2
389	NXPI NXP Semiconductors N.V.	0.1%	$293.61M	1.49M	-0.6%	▼ Trim	2
390	EMR Emerson Electric Co.	0.1%	$293.24M	2.24M	+6.8%	▲ Add	2
391	FAST Fastenal Company	0.1%	$293.21M	6.32M	+8.0%	▲ Add	2
392	LOW Lowe's Companies, Inc.	0.1%	$290.54M	1.23M	-1.3%	▼ Trim	2
393	ROK Rockwell Automation, Inc.	0.1%	$290.19M	808.61K	+34.0%	▲ Add	2
394	IGSB iShares 1-5 Year Investment…	0.1%	$289.22M	5.50M	+11.1%	▲ Add	2
395	ADP Automatic Data Processing…	0.1%	$289.01M	1.42M	+25.3%	▲ Add	2
396	VOT Vanguard Morningstar…	0.1%	$288.13M	1.12M	+5.6%	▲ Add	2
397	VTR Ventas, Inc.	0.1%	$286.73M	3.51M	+21.6%	▲ Add	2
398	GLDM SPDR Gold MiniShares Trust	0.1%	$284.65M	3.07M	-10.0%	▼ Trim	2
399	USMV iShares MSCI USA Min Vol…	0.1%	$284.39M	3.07M	-5.6%	▼ Trim	2
400	SHW The Sherwin-Williams Company	0.1%	$284.20M	886.61K	+12.0%	▲ Add	2
401	FBND Fidelity Total Bond ETF	0.1%	$283.78M	6.22M	+6.2%	▲ Add	2
402	ALC Alcon Inc.	0.1%	$281.30M	3.73M	-8.2%	▼ Trim	2
403	PINS Pinterest, Inc.	0.1%	$281.15M	15.33M	+8.7%	▲ Add	2
404	CCI Crown Castle Inc.	0.1%	$279.95M	3.44M	+21.3%	▲ Add	2
405	WBD Warner Bros. Discovery, Inc.	0.1%	$279.34M	10.17M	-41.3%	▼ Trim	2
406	JCI Johnson Controls…	0.1%	$279.24M	2.13M	+61.0%	▲ Add	2
407	TIPX State Street SPDR Bloomberg…	0.1%	$279.11M	14.54M	+9591.5%	▲ Add	2
408	TRGP Targa Resources Corp.	0.1%	$278.83M	1.11M	+11.3%	▲ Add	2
409	NEM Newmont Corporation	0.1%	$278.80M	2.58M	-26.9%	▼ Trim	2
410	UPS United Parcel Service, Inc.	0.1%	$277.81M	2.82M	-3.2%	▼ Trim	2
411	ITW Illinois Tool Works Inc.	0.1%	$277.71M	1.07M	-23.9%	▼ Trim	2
412	ADBE Adobe Inc.	0.1%	$276.98M	1.14M	+33.3%	▲ Add	2
413	INTU Intuit Inc.	0.2%	$276.63M	639.78K	+115.7%	▲ Add	2
414	BKLN Invesco Senior Loan ETF	0.1%	$275.36M	13.49M	+64.6%	▲ Add	2
415	HWM Howmet Aerospace Inc.	0.1%	$273.61M	1.19M	+19.1%	▲ Add	2
416	HBAN Huntington Bancshares…	0.1%	$272.20M	17.39M	+136.2%	▲ Add	2
417	AMP Ameriprise Financial, Inc.	0.1%	$271.68M	611.33K	+14.1%	▲ Add	2
418	DELL Dell Technologies Inc.	0.1%	$270.69M	1.65M	+1.1%	▲ Add	2
419	VOE Vanguard Morningstar…	0.0%	$270.04M	1.47M	+5.2%	▲ Add	2
420	XLP State Street Consumer…	0.1%	$269.65M	3.29M	+5.6%	▲ Add	2
421	AON Aon plc	0.1%	$269.26M	834.20K	+10.2%	▲ Add	2
422	NOW ServiceNow, Inc.	0.1%	$268.25M	2.57M	+35.2%	▲ Add	2
423	ICE Intercontinental Exchange…	0.1%	$267.33M	1.70M	+19.1%	▲ Add	2
424	AVGO Broadcom Inc.	1.4%	$266.95M	862.50K	+3.7%	▲ Add	2
425	GDXJ VanEck Junior Gold Miners…	0.1%	$265.02M	2.21M	-14.1%	▼ Trim	2
426	PCAR PACCAR Inc	0.1%	$262.82M	2.28M	-42.0%	▼ Trim	2
427	CDNS Cadence Design Systems, Inc.	0.1%	$262.33M	944.06K	+34.4%	▲ Add	2
428	GRID First Trust NASDAQ Clean…	0.0%	$261.56M	1.60M	+26.8%	▲ Add	2
429	AMT American Tower Corporation	0.1%	$260.71M	1.51M	-6.6%	▼ Trim	2
430	CVNA Carvana Co.	0.1%	$260.44M	828.41K	+39.9%	▲ Add	2
431	DDOG Datadog, Inc.	0.1%	$259.66M	2.20M	+93.9%	▲ Add	2
432	PVAL Putnam Focused Large Cap…	0.0%	$259.44M	5.59M	+11.0%	▲ Add	2
433	AAPL Apple Inc.	2.3%	$259.33M	1.02M	+12.3%	▲ Add	2
434	IWS iShares Russell Mid-Cap…	0.0%	$259.03M	1.78M	+8.4%	▲ Add	2
435	ZTS Zoetis Inc.	0.1%	$258.97M	2.19M	-1.0%	▼ Trim	2
436	AIRR First Trust RBA American…	0.0%	$258.44M	2.33M	+11.3%	▲ Add	2
437	C Citigroup Inc.	0.1%	$258.11M	2.28M	+23.4%	▲ Add	2
438	BINC iShares Flexible Income…	0.0%	$257.78M	4.96M	+12.2%	▲ Add	2
439	HCA HCA Healthcare, Inc.	0.1%	$257.33M	543.77K	-41.8%	▼ Trim	2
440	TRV The Travelers Companies…	0.1%	$256.87M	880.66K	+19.8%	▲ Add	2
441	WT WisdomTree, Inc.	0.2%	$256.29M	5.09M	-3.0%	▼ Trim	2
442	VIK Viking Holdings Ltd	0.0%	$255.32M	3.47M	+48.8%	▲ Add	2
443	MDT Medtronic plc	0.1%	$255.31M	2.95M	+53.7%	▲ Add	2
444	EFA iShares MSCI EAFE ETF	0.3%	$255.17M	2.63M	+23.7%	▲ Add	2
445	NI NiSource Inc	0.0%	$253.69M	5.44M	+20.5%	▲ Add	2
446	GDX VanEck Gold Miners ETF	0.1%	$253.28M	2.76M	-16.4%	▼ Trim	2
447	DELL Dell Technologies Inc.	0.1%	$252.83M	1.54M	+1.1%	▲ Add	2
448	COWZ Pacer US Cash Cows 100 ETF	0.0%	$251.90M	4.03M	-7.5%	▼ Trim	2
449	VOOG Vanguard S&P 500 Growth ETF	0.0%	$251.89M	617.85K	0.0%	▲ Add	2
450	IR Ingersoll Rand Inc.	0.1%	$251.56M	3.14M	+9.3%	▲ Add	2
451	CHRW C.H. Robinson Worldwide…	0.0%	$251.12M	1.51M	+121.3%	▲ Add	2
452	COF Capital One Financial…	0.1%	$251.05M	1.38M	+0.1%	▲ Add	2
453	GTLS Chart Industries, Inc.	0.1%	$250.89M	1.21M	+96.5%	▲ Add	2
454	CHTR Charter Communications, Inc.	0.0%	$250.66M	1.16M	+4.4%	▲ Add	2
455	DOV Dover Corporation	0.1%	$250.43M	1.20M	+9.2%	▲ Add	2
456	F Ford Motor Company	0.1%	$250.42M	21.70M	+22.4%	▲ Add	2
457	MGV Vanguard Morningstar Mega…	0.0%	$250.19M	1.73M	-4.1%	▼ Trim	2
458	PGR The Progressive Corporation	0.1%	$249.85M	1.26M	+37.1%	▲ Add	2
459	EQIX Equinix, Inc.	0.1%	$249.60M	254.63K	+5.4%	▲ Add	2
460	PFE Pfizer Inc.	0.1%	$249.28M	8.88M	+4.8%	▲ Add	2
461	PH Parker-Hannifin Corporation	0.2%	$248.26M	277.31K	+8.1%	▲ Add	2
462	SMCI Super Micro Computer, Inc.	0.0%	$248.15M	10.90M	+62.9%	▲ Add	2
463	VMBS Vanguard Mortgage-Backed…	0.0%	$248.08M	5.28M	+257.8%	▲ Add	2
464	KLAC KLA Corporation	0.1%	$247.71M	168.24K	+2.5%	▲ Add	2
465	SDVY First Trust SMID Cap Rising…	0.0%	$247.53M	6.28M	-9.4%	▼ Trim	2
466	LYV Live Nation Entertainment…	0.0%	$247.29M	1.62M	+18.9%	▲ Add	2
467	CAR Avis Budget Group, Inc.	0.1%	$246.61M	1.69M	+47.3%	▲ Add	2
468	QCOM QUALCOMM Incorporated	0.2%	$245.78M	1.91M	+13.8%	▲ Add	2
469	SBUX Starbucks Corporation	0.2%	$245.69M	2.74M	+22.5%	▲ Add	2
470	MPLX MPLX Lp	0.1%	$245.12M	4.30M	-1.3%	▼ Trim	2
471	FDX FedEx Corporation	0.1%	$245.10M	688.13K	-4.2%	▼ Trim	2
472	CME CME Group Inc.	0.1%	$244.88M	829.13K	+7.5%	▲ Add	2
473	NEE NextEra Energy, Inc.	0.4%	$244.74M	2.64M	+26.9%	▲ Add	2
474	AMP Ameriprise Financial, Inc.	0.1%	$244.64M	550.49K	+14.1%	▲ Add	2
475	KMB Kimberly-Clark Corporation	0.1%	$244.49M	2.53M	+34.7%	▲ Add	2
476	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$244.45M	3.57M	+29.3%	▲ Add	2
477	PDD PDD Holdings Inc.	0.0%	$244.28M	2.39M	-39.7%	▼ Trim	2
478	ITA iShares U.S. Aerospace &…	0.1%	$244.03M	1.12M	+168.5%	▲ Add	2
479	APLS Apellis Pharmaceuticals…	0.0%	$243.78M	6.06M	+48.3%	▲ Add	2
480	TGT Target Corporation	0.1%	$243.70M	2.01M	+11.4%	▲ Add	2
481	SCHX Schwab U.S. Large-Cap ETF	0.0%	$243.47M	9.50M	+672.2%	▲ Add	2
482	MA Mastercard Incorporated	0.3%	$243.00M	486.32K	-7.2%	▼ Trim	2
483	EEM iShares MSCI Emerging…	0.1%	$242.76M	4.27M	-23.5%	▼ Trim	2
484	GLW Corning Inc	0.1%	$242.30M	1.78M	+11.6%	▲ Add	2
485	EBAY eBay Inc.	0.0%	$242.02M	2.66M	-15.2%	▼ Trim	2
486	SDY State Street SPDR S&P…	0.0%	$241.84M	1.66M	-2.3%	▼ Trim	2
487	WT WisdomTree, Inc.	0.2%	$241.43M	2.75M	-3.0%	▼ Trim	2
488	INSM Insmed Incorporated	0.1%	$241.11M	1.47M	-7.0%	▼ Trim	2
489	NET Cloudflare, Inc.	0.0%	$241.00M	1.17M	+42.5%	▲ Add	2
490	DIS The Walt Disney Company	0.1%	$240.68M	2.50M	+21.7%	▲ Add	2
491	EFV iShares MSCI EAFE Value ETF	0.0%	$240.39M	3.23M	+9.8%	▲ Add	2
492	CRWV CoreWeave, Inc. Class A…	0.0%	$240.26M	3.10M	+18.4%	▲ Add	2
493	DHR Danaher Corporation	0.1%	$239.43M	1.26M	-10.0%	▼ Trim	2
494	SO The Southern Company	0.1%	$238.65M	2.47M	-9.8%	▼ Trim	2
495	AVGO Broadcom Inc.	1.4%	$238.40M	770.24K	+3.7%	▲ Add	2
496	NSC Norfolk Southern Corporation	0.1%	$238.00M	829.27K	+69.0%	▲ Add	2
497	ICSH iShares Ultra Short…	0.0%	$237.98M	4.70M	+16.9%	▲ Add	2
498	BMY Bristol-Myers Squibb Company	0.1%	$236.96M	3.91M	+17.1%	▲ Add	2
499	MNST Monster Beverage Corporation	0.1%	$236.72M	3.27M	+31.0%	▲ Add	2
500	LMBS First Trust Low Duration…	0.0%	$235.91M	4.74M	+2.7%	▲ Add	2

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
SUNB Sunbelt Rentals…	1.91M	—	Mới	$124.29M	0.0%
FPS Forgent Power…	2.32M	—	Mới	$68.04M	0.0%
INDV Indivior…	2.19M	—	Mới	$66.82M	0.0%
PNFP Pinnacle Financial…	732.73K	—	Mới	$63.12M	0.0%
PAYP PayPay Corporation	2.63M	—	Mới	$56.05M	0.0%
ATAI Atai Beckley Inc.	7.43M	—	Mới	$26.29M	0.0%
YSS York Space Systems, Inc.	1.05M	—	Mới	$23.36M	0.0%
MANE Veradermics…	347.07K	—	Mới	$21.92M	0.0%
EQPT EquipmentShare.com Inc.	960.08K	—	Mới	$19.56M	0.0%
NBSD	316.05K	—	Mới	$16.03M	0.0%
MDA MDA Space Ltd	543.68K	—	Mới	$13.77M	0.0%
SATA Strive Inc. Perp. Pfd.…	1.20M	—	Mới	$12.06M	0.0%
DFTX Definium Therapeutics…	493.98K	—	Mới	$9.34M	0.0%
MWH	284.86K	—	Mới	$8.55M	0.0%
AKTS	353.26K	—	Mới	$6.32M	0.0%
INFQ Infleqtion Inc	632.00K	—	Mới	$6.20M	0.0%
CLOA	115.39K	—	Mới	$5.98M	0.0%
LIFE	463.85K	—	Mới	$5.18M	0.0%
OFRM	288.87K	—	Mới	$4.72M	0.0%
MMED MiniMed Group, Inc.…	311.35K	—	Mới	$4.65M	0.0%
GENB	356.70K	—	Mới	$4.46M	0.0%
BOBS	278.48K	—	Mới	$3.27M	0.0%
FEGE	65.93K	—	Mới	$3.10M	0.0%
CGIC Capital Group…	74.14K	—	Mới	$2.45M	0.0%
MRLN	273.09K	—	Mới	$2.01M	0.0%
APC	85.00K	—	Mới	$1.52M	0.0%
FSIG First Trust Limited…	64.41K	—	Mới	$1.22M	0.0%
SECU	21.91K	—	Mới	$1.09M	0.0%
EIKN	99.41K	—	Mới	$1.05M	0.0%
BTGO	125.28K	—	Mới	$1.03M	0.0%
UFO	19.16K	—	Mới	$858,649	0.0%
DFSD Dimensional - Short…	17.64K	—	Mới	$844,651	0.0%
DFEV	20.21K	—	Mới	$723,006	0.0%
KCHV	67.41K	—	Mới	$690,974	0.0%
ETHU	30.00K	—	Mới	$670,500	0.0%
RNA	49.81K	—	Mới	$666,013	0.0%
FTW	59.82K	—	Mới	$659,227	0.0%
BMOP BNY Mellon Municipal…	26.02K	—	Mới	$640,774	0.0%
BBUS JPMorgan BetaBuilders…	5.42K	—	Mới	$635,350	0.0%
PLTM	32.78K	—	Mới	$619,870	0.0%
HQ	70.48K	—	Mới	$618,546	0.0%
EMBD	25.29K	—	Mới	$592,615	0.0%
VCIC	50.55K	—	Mới	$556,083	0.0%
FWDI	122.83K	—	Mới	$544,115	0.0%
BKMI BNY Mellon Municipal…	20.63K	—	Mới	$538,516	0.0%
BDSX	36.81K	—	Mới	$533,717	0.0%
DAPP	35.12K	—	Mới	$524,065	0.0%
SCZMD	53.96K	—	Mới	$462,412	0.0%
DMII	44.99K	—	Mới	$446,028	0.0%
QNC	185.92K	—	Mới	$425,748	0.0%
DUST	8.27K	—	Mới	$421,656	0.0%
KBON	40.95K	—	Mới	$411,907	0.0%
MBBA	8.20K	—	Mới	$408,039	0.0%
FQAL Fidelity Quality Factor…	5.52K	—	Mới	$400,969	0.0%
EMEQ	8.85K	—	Mới	$398,910	0.0%
IPCX	35.97K	—	Mới	$367,413	0.0%
SETM	11.09K	—	Mới	$366,956	0.0%
TBUX	7.19K	—	Mới	$357,802	0.0%
JIVE JPMorgan International…	4.18K	—	Mới	$357,718	0.0%
XNDU	40.32K	—	Mới	$308,821	0.0%
ALOY	31.11K	—	Mới	$303,634	0.0%
BRKRP	1.01K	—	Mới	$286,484	0.0%
JPMB	6.32K	—	Mới	$248,236	0.0%
HSLV	41.50K	—	Mới	$244,020	0.0%
NGEN	61.52K	—	Mới	$231,919	0.0%
JPIE JPMorgan Income ETF	5.01K	—	Mới	$230,626	0.0%
INDO	66.97K	—	Mới	$230,384	0.0%
BMM	34.32K	—	Mới	$224,479	0.0%
AIPO	8.79K	—	Mới	$219,524	0.0%
BSCZ	10.52K	—	Mới	$215,767	0.0%
EMAT	28.09K	—	Mới	$213,188	0.0%
MTBA	4.16K	—	Mới	$205,556	0.0%
TYGO	53.95K	—	Mới	$202,833	0.0%
ASBP	191.50K	—	Mới	$197,244	0.0%
CRAN	19.73K	—	Mới	$195,475	0.0%
DFIP	4.61K	—	Mới	$192,413	0.0%
SWMR	4.01K	—	Mới	$189,130	0.0%
PNI	27.31K	—	Mới	$187,080	0.0%
RAVI FlexShares Ultra-Short…	2.28K	—	Mới	$172,230	0.0%
GSSC	2.27K	—	Mới	$169,446	0.0%
USEA	79.89K	—	Mới	$161,376	0.0%
AEAQ	16.06K	—	Mới	$158,824	0.0%
RSST	5.38K	—	Mới	$152,231	0.0%
CRUX Columbia Core Bond ETF	4.79K	—	Mới	$143,849	0.0%
VALQ	2.12K	—	Mới	$138,039	0.0%
BKMS	5.36K	—	Mới	$136,812	0.0%
GDXU	658	—	Mới	$132,515	0.0%
JAN Janus Living, Inc.	5.47K	—	Mới	$128,834	0.0%
VTIX	19.00K	—	Mới	$128,657	0.0%
ITHA	12.98K	—	Mới	$128,557	0.0%
FIVA	3.65K	—	Mới	$127,196	0.0%
FLMX	3.41K	—	Mới	$125,282	0.0%
GRCE	26.30K	—	Mới	$121,774	0.0%
RBNE	48.37K	—	Mới	$118,509	0.0%
ATCX	20.98K	—	Mới	$116,660	0.0%
BLCR iShares Large Cap Core…	2.83K	—	Mới	$116,323	0.0%
GPAC	11.51K	—	Mới	$114,055	0.0%
WTAI	4.00K	—	Mới	$112,920	0.0%
PUSA	32.58K	—	Mới	$110,446	0.0%
VRIG Invesco Variable Rate…	4.31K	—	Mới	$107,851	0.0%
PLYX	13.48K	—	Mới	$101,901	0.0%
JCPB JPMorgan Core Plus Bond…	2.16K	—	Mới	$101,881	0.0%
FFLC	1.91K	—	Mới	$97,852	0.0%
JGLO JPMorgan Global Select…	1.45K	—	Mới	$94,707	0.0%
QLTI	3.75K	—	Mới	$93,653	0.0%
PACH	9.06K	—	Mới	$91,778	0.0%
BAFE Brown Advisory Flexible…	3.52K	—	Mới	$89,041	0.0%
FGDL	1.34K	—	Mới	$83,432	0.0%
CZA	702	—	Mới	$77,324	0.0%
IGLD	3.01K	—	Mới	$76,769	0.0%
ILOW Alliance Bernstein - AB…	1.78K	—	Mới	$75,892	0.0%
AGBK	10.02K	—	Mới	$72,846	0.0%
DFCF Dimensional - Core…	1.72K	—	Mới	$72,661	0.0%
PY	1.41K	—	Mới	$72,343	0.0%
CGSM Capital Group Short…	2.71K	—	Mới	$71,324	0.0%
BEMB	1.32K	—	Mới	$69,369	0.0%
UNIY WisdomTree Voya Yield…	1.40K	—	Mới	$67,959	0.0%
AGMB	6.44K	—	Mới	$67,524	0.0%
CSM	897	—	Mới	$67,114	0.0%
PMMF	648	—	Mới	$65,124	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
NVDA NVIDIA Corporation	83.17M	77.49M	+7.3%	$14.51B	2.6%
MSFT Microsoft Corporation	33.03M	28.04M	+17.8%	$12.23B	2.2%
AAPL Apple Inc.	50.02M	44.55M	+12.3%	$12.69B	2.3%
AVGO Broadcom Inc.	24.64M	23.77M	+3.7%	$7.63B	1.4%
SPY State Street SPDR S&P…	12.30M	10.85M	+13.4%	$8.00B	1.4%
GOOGL Alphabet Inc.	24.16M	22.18M	+8.9%	$6.95B	1.2%
IEFA iShares Core MSCI EAFE…	69.33M	21.49M	+222.6%	$6.28B	1.1%
JPM JPMorgan Chase & Co.	19.11M	18.90M	+1.1%	$5.62B	1.0%
V Visa Inc.	12.05M	11.60M	+3.9%	$3.64B	0.6%
VO Vanguard Morningstar…	13.40M	5.57M	+140.6%	$3.85B	0.7%
LLY Eli Lilly and Company	4.04M	3.56M	+13.5%	$3.72B	0.7%
TSM Taiwan Semiconductor…	11.01M	7.29M	+51.0%	$3.72B	0.7%
QQQ Invesco QQQ Trust…	6.12M	5.96M	+2.6%	$3.53B	0.6%
VONG Vanguard Russell 1000…	28.82M	3.74M	+671.3%	$3.16B	0.6%
IVV iShares Core S&P 500 ETF	4.68M	3.25M	+44.1%	$3.06B	0.5%
ABBV AbbVie Inc.	14.05M	10.53M	+33.5%	$3.06B	0.5%
VONV Vanguard Russell 1000…	31.31M	2.65M	+1080.0%	$2.94B	0.5%
USIG iShares Broad USD…	56.08M	4.05M	+1285.2%	$2.87B	0.5%
GLD SPDR Gold Shares	6.58M	5.69M	+15.8%	$2.83B	0.5%
VOO Vanguard S&P 500 ETF	4.68M	4.03M	+16.1%	$2.80B	0.5%
VUG Vanguard Morningstar…	6.07M	5.61M	+8.1%	$2.65B	0.5%
XONA.DE Exxon Mobil Corporation	16.12M	15.11M	+6.7%	$2.74B	0.5%
VTV Vanguard Morningstar…	13.50M	12.64M	+6.8%	$2.65B	0.5%
IEMG iShares Core MSCI…	37.65M	14.39M	+161.7%	$2.63B	0.5%
JNJ Johnson & Johnson	10.21M	9.98M	+2.2%	$2.50B	0.4%
CSCO Cisco Systems, Inc.	32.02M	29.46M	+8.7%	$2.48B	0.4%
HD The Home Depot, Inc.	7.23M	6.89M	+4.9%	$2.38B	0.4%
BRK-B Berkshire Hathaway Inc.	4.56M	4.54M	+0.5%	$2.19B	0.4%
NFLX Netflix, Inc.	23.08M	20.00M	+15.4%	$2.22B	0.4%
KO The Coca-Cola Company	29.00M	24.45M	+18.6%	$2.21B	0.4%
ORCL Oracle Corporation	13.42M	11.31M	+18.6%	$1.97B	0.4%
RSP Invesco S&P 500 Equal…	11.34M	9.82M	+15.4%	$2.18B	0.4%
NEE NextEra Energy, Inc.	23.38M	18.43M	+26.9%	$2.17B	0.4%
MBB iShares MBS ETF	21.84M	1.94M	+1028.4%	$2.07B	0.4%
TSLA Tesla, Inc.	5.47M	4.02M	+36.1%	$2.03B	0.4%
VEA Vanguard FTSE Developed…	30.67M	27.52M	+11.4%	$1.97B	0.3%
MS Morgan Stanley	11.92M	10.64M	+12.0%	$1.96B	0.3%
RTX RTX Corporation	9.90M	9.03M	+9.7%	$1.91B	0.3%
MCD McDonald's Corporation	5.68M	4.96M	+14.4%	$1.76B	0.3%
ETN Eaton Corporation plc	4.86M	3.89M	+24.7%	$1.74B	0.3%
SLB Slb N.V.	33.18M	22.51M	+47.4%	$1.71B	0.3%
PG The Procter & Gamble…	11.81M	9.60M	+23.0%	$1.71B	0.3%
LIN Linde plc	3.42M	2.34M	+46.1%	$1.70B	0.3%
TXN Texas Instruments…	8.65M	6.85M	+26.2%	$1.68B	0.3%
IWM iShares Russell 2000 ETF	6.74M	4.82M	+39.6%	$1.67B	0.3%
IJH iShares Core S&P…	24.24M	23.12M	+4.8%	$1.64B	0.3%
XLK State Street Technology…	12.22M	9.23M	+32.4%	$1.62B	0.3%
AMD Advanced Micro Devices…	7.82M	6.07M	+28.7%	$1.59B	0.3%
TJX The TJX Companies, Inc.	9.93M	7.34M	+35.2%	$1.59B	0.3%
QCOM QUALCOMM Incorporated	10.48M	9.21M	+13.8%	$1.35B	0.2%
BA The Boeing Company	8.83M	5.32M	+66.0%	$1.53B	0.3%
VTI Vanguard Morningstar…	4.43M	4.07M	+8.9%	$1.42B	0.3%
EFA iShares MSCI EAFE ETF	14.56M	11.77M	+23.7%	$1.41B	0.3%
UNP Union Pacific…	5.75M	4.95M	+16.0%	$1.39B	0.2%
GEV GE Vernova Inc.	1.58M	1.50M	+5.9%	$1.38B	0.2%
AXP American Express Company	4.57M	3.21M	+42.3%	$1.38B	0.2%
VIG Vanguard Dividend…	6.33M	6.26M	+1.1%	$1.36B	0.2%
VRT Vertiv Holdings Co	5.45M	3.22M	+69.4%	$1.37B	0.2%
IAU iShares Gold Trust	15.30M	8.96M	+70.8%	$1.35B	0.2%
TMO Thermo Fisher…	2.45M	2.32M	+5.6%	$1.21B	0.2%
ABT Abbott Laboratories	12.15M	10.48M	+16.0%	$1.25B	0.2%
EA Electronic Arts Inc.	6.43M	4.93M	+30.4%	$1.31B	0.2%
CRM Salesforce, Inc.	6.81M	4.89M	+39.3%	$1.27B	0.2%
VTWO Vanguard Russell 2000…	12.81M	1.54M	+734.4%	$1.28B	0.2%
IJR iShares Core S&P…	10.15M	9.58M	+6.0%	$1.26B	0.2%
SCHB Schwab U.S. Broad…	48.51M	1.41M	+3330.4%	$1.22B	0.2%
VV Vanguard Morningstar…	4.05M	2.21M	+83.5%	$1.21B	0.2%
DB Deutsche Bank AG	31.75M	31.27M	+1.6%	$945.62M	0.2%
INTC Intel Corp.	27.26M	22.42M	+21.6%	$1.20B	0.2%
AZN AstraZeneca PLC	5.98M	2.88M	+315.6% ✂	$1.18B	0.2%
BLK BlackRock, Inc.	1.22M	935.11K	+30.6%	$1.17B	0.2%
PLTR Palantir Technologies…	6.78M	6.60M	+2.6%	$991.31M	0.2%
VB Vanguard Morningstar…	4.41M	3.92M	+12.6%	$1.15B	0.2%
VGT Vanguard Information…	1.54M	1.52M	+0.8%	$1.07B	0.2%
OKE ONEOK, Inc.	12.71M	8.79M	+44.6%	$1.15B	0.2%
VWO Vanguard FTSE Emerging…	21.18M	19.86M	+6.7%	$1.14B	0.2%
ADI Analog Devices, Inc.	3.50M	3.33M	+5.2%	$1.11B	0.2%
IBM International Business…	3.94M	3.73M	+5.5%	$954.30M	0.2%
PEP PepsiCo, Inc.	7.11M	6.96M	+2.1%	$1.10B	0.2%
AGG iShares Core U.S.…	10.98M	9.41M	+16.8%	$1.09B	0.2%
TT Trane Technologies plc	2.49M	1.98M	+25.9%	$1.04B	0.2%
ASML ASML Holding N.V.	772.24K	503.47K	+53.4%	$1.02B	0.2%
PLD Prologis, Inc.	7.64M	5.06M	+51.0%	$1.01B	0.2%
CAT Caterpillar Inc.	1.40M	1.28M	+9.7%	$995.09M	0.2%
LMT Lockheed Martin…	1.61M	1.23M	+30.9%	$970.90M	0.2%
ACN Accenture plc	4.84M	2.68M	+80.8%	$959.99M	0.2%
EMB iShares J.P. Morgan USD…	10.18M	1.43M	+613.3%	$956.06M	0.2%
PH Parker-Hannifin…	1.06M	982.78K	+8.1%	$950.73M	0.2%
CB Chubb Limited	2.87M	2.66M	+8.0%	$935.77M	0.2%
UNH UnitedHealth Group…	3.45M	2.72M	+26.8%	$934.29M	0.2%
USHY iShares Broad USD High…	25.24M	2.21M	+1042.3%	$929.74M	0.2%
XLF State Street Financial…	18.41M	14.43M	+27.6%	$908.69M	0.2%
INTU Intuit Inc.	2.07M	961.70K	+115.7%	$896.99M	0.2%
BX Blackstone Inc.	7.46M	5.81M	+28.5%	$858.23M	0.2%
XLE State Street Energy…	14.47M	13.96M	+3.7%	$886.60M	0.2%
SBUX Starbucks Corporation	9.87M	8.06M	+22.5%	$884.34M	0.2%
MRVL Marvell Technology, Inc.	8.92M	8.68M	+2.8%	$883.99M	0.2%
DE Deere & Company	1.56M	1.56M	+0.1%	$879.08M	0.2%
MSTR Strategy Inc	6.31M	5.76M	+9.6%	$787.66M	0.1%
EMR Emerson Electric Co.	6.43M	6.02M	+6.8%	$842.58M	0.1%
MRSH Marsh & McLennan…	4.72M	3.79M	+24.6%	$818.87M	0.1%
T AT&T Inc.	28.22M	22.95M	+23.0%	$818.10M	0.1%
KLAC KLA Corporation	551.71K	538.28K	+2.5%	$812.34M	0.1%
MUB iShares National Muni…	7.62M	2.45M	+211.7%	$809.18M	0.1%
XLI State Street Industrial…	4.97M	3.87M	+28.6%	$804.28M	0.1%
APH Amphenol Corporation	6.30M	4.58M	+37.7%	$796.42M	0.1%
C Citigroup Inc.	6.97M	5.65M	+23.4%	$790.41M	0.1%
ROK Rockwell Automation…	2.18M	1.63M	+34.0%	$782.37M	0.1%
IVE iShares S&P 500 Value…	3.64M	3.53M	+3.1%	$769.33M	0.1%
TECK Teck Resources Limited	14.79M	7.89M	+87.5%	$765.38M	0.1%
SNPS Synopsys, Inc.	1.93M	695.12K	+176.9%	$763.27M	0.1%
BIL State Street SPDR…	8.30M	8.20M	+1.3%	$760.71M	0.1%
SPGI S&P Global Inc.	1.78M	1.45M	+23.4%	$758.74M	0.1%
XLU State Street Utilities…	16.16M	8.97M	+80.2%	$741.57M	0.1%
QUAL iShares MSCI USA…	3.77M	3.72M	+1.5%	$723.67M	0.1%
COP ConocoPhillips	5.57M	4.28M	+30.2%	$735.85M	0.1%
APO Apollo Global…	6.44M	3.64M	+77.0%	$717.65M	0.1%
DIS The Walt Disney Company	7.35M	6.04M	+21.7%	$708.48M	0.1%
IWR iShares Russell Mid-Cap…	7.25M	6.01M	+20.5%	$704.49M	0.1%
EWY iShares MSCI South…	5.67M	488.48K	+1061.1%	$697.67M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
AMZN Amazon.com, Inc.	34.41M	34.61M	-0.6%	$7.17B	1.3%
UBS UBS Group AG	106.89M	140.49M	-23.9%	$4.18B	0.7%
GOOG Alphabet Inc.	18.53M	19.85M	-6.7%	$5.31B	0.9%
META Meta Platforms, Inc.	9.24M	9.28M	-0.4%	$5.29B	0.9%
WMT Walmart Inc.	20.06M	23.72M	-15.4%	$2.49B	0.4%
COST Costco Wholesale…	2.48M	2.72M	-8.7%	$2.47B	0.4%
MU Micron Technology, Inc.	6.05M	8.39M	-27.9%	$2.04B	0.4%
IWF iShares Russell 1000…	4.82M	4.90M	-1.5%	$2.06B	0.4%
MA Mastercard Incorporated	3.64M	3.93M	-7.2%	$1.82B	0.3%
CVX Chevron Corporation	10.49M	11.56M	-9.2%	$2.17B	0.4%
GS The Goldman Sachs…	2.00M	2.45M	-18.4%	$1.69B	0.3%
MRK Merck & Co., Inc.	13.93M	19.18M	-27.4%	$1.68B	0.3%
BAC Bank of America…	27.46M	30.37M	-9.6%	$1.34B	0.2%
PANW Palo Alto Networks, Inc.	8.26M	8.84M	-6.6%	$1.32B	0.2%
BABA Alibaba Group Holding…	10.62M	10.71M	-0.8%	$1.33B	0.2%
UBER Uber Technologies, Inc.	18.07M	18.14M	-0.4%	$1.30B	0.2%
HON Honeywell International…	4.64M	7.29M	-36.4%	$1.05B	0.2%
BSX Boston Scientific…	14.82M	14.87M	-0.3%	$930.25M	0.2%
IWD iShares Russell 1000…	6.58M	6.61M	-0.5%	$1.41B	0.2%
TLT iShares 20+ Year…	15.12M	16.06M	-5.9%	$1.31B	0.2%
LRCX Lam Research Corporation	6.53M	7.78M	-16.1%	$1.39B	0.2%
AMGN Amgen Inc.	3.15M	4.10M	-23.3%	$1.11B	0.2%
GE GE Aerospace	3.72M	4.14M	-10.1%	$1.06B	0.2%
APP AppLovin Corporation	1.82M	1.83M	-0.2%	$725.17M	0.1%
WDC Western Digital…	4.18M	4.55M	-8.1%	$1.13B	0.2%
AMAT Applied Materials, Inc.	3.22M	3.42M	-5.9%	$1.10B	0.2%
WT WisdomTree, Inc.	19.20M	19.79M	-3.0%	$1.10B	0.2%
IVW iShares S&P 500 Growth…	8.58M	8.69M	-1.3%	$970.33M	0.2%
VZ Verizon Communications…	21.04M	22.29M	-5.6%	$1.06B	0.2%
ISRG Intuitive Surgical, Inc.	1.64M	1.82M	-10.1%	$755.07M	0.1%
PWR Quanta Services, Inc.	1.87M	2.33M	-19.8%	$1.03B	0.2%
WFC Wells Fargo & Company	10.40M	10.77M	-3.4%	$827.65M	0.1%
LITE Lumentum Holdings Inc.	1.41M	1.58M	-10.7%	$992.72M	0.2%
WBD Warner Bros. Discovery…	19.57M	33.34M	-41.3%	$537.46M	0.1%
RH Rh	4.66M	6.92M	-32.7%	$514.01M	0.1%
NKE NIKE, Inc.	12.86M	13.78M	-6.7%	$679.33M	0.1%
EEM iShares MSCI Emerging…	11.03M	14.42M	-23.5%	$626.16M	0.1%
GDX VanEck Gold Miners ETF	7.48M	8.94M	-16.4%	$686.44M	0.1%
SCHW The Charles Schwab…	5.78M	7.37M	-21.5%	$543.11M	0.1%
FXI iShares China Large-Cap…	10.02M	19.21M	-47.9%	$359.75M	0.1%
MDLZ Mondelez International…	11.79M	13.61M	-13.3%	$679.82M	0.1%
XLV State Street Health…	4.53M	4.72M	-4.1%	$663.86M	0.1%
AMRZ Amrize Ltd	10.93M	13.47M	-18.8%	$612.29M	0.1%
KVUE Kenvue Inc.	20.76M	41.75M	-50.3%	$357.97M	0.1%
CRWD CrowdStrike Holdings…	1.50M	1.53M	-1.7%	$585.65M	0.1%
TTE TotalEnergies SE	7.50M	10.91M	-31.3%	$681.95M	0.1%
UPS United Parcel Service…	6.94M	7.16M	-3.2%	$682.30M	0.1%
FCX Freeport-McMoRan Inc.	10.52M	13.39M	-21.4%	$618.44M	0.1%
APD Air Products and…	2.05M	2.68M	-23.6%	$595.13M	0.1%
SLV iShares Silver Trust	9.67M	10.13M	-4.5%	$658.98M	0.1%
WMB The Williams Companies…	9.05M	9.38M	-3.6%	$658.47M	0.1%
SE Sea Limited	4.75M	5.15M	-7.8%	$393.33M	0.1%
LOW Lowe's Companies, Inc.	2.69M	2.72M	-1.3%	$635.10M	0.1%
AMT American Tower…	3.49M	3.73M	-6.6%	$601.97M	0.1%
DHR Danaher Corporation	2.55M	2.83M	-10.0%	$483.32M	0.1%
LQD iShares iBoxx $…	5.10M	5.70M	-10.5%	$556.25M	0.1%
FANG Diamondback Energy, Inc.	3.08M	3.37M	-8.6%	$609.37M	0.1%
ET Energy Transfer LP	31.45M	31.49M	-0.1%	$603.28M	0.1%
KMI Kinder Morgan, Inc.	17.81M	18.16M	-1.9%	$597.17M	0.1%
GILD Gilead Sciences, Inc.	3.93M	4.78M	-17.8%	$547.75M	0.1%
SMH VanEck Semiconductor ETF	1.34M	1.52M	-11.5%	$514.79M	0.1%
FER.MC Ferrovial SE	6.70M	8.42M	-20.5%	$435.64M	0.1%
EOG EOG Resources, Inc.	3.74M	4.59M	-18.4%	$540.69M	0.1%
MCK McKesson Corporation	609.49K	620.63K	-1.8%	$527.43M	0.1%
CVS CVS Health Corp.	6.13M	6.63M	-7.5%	$440.28M	0.1%
ITW Illinois Tool Works Inc.	1.60M	2.10M	-23.9%	$416.38M	0.1%
NEM Newmont Corporation	3.78M	5.17M	-26.9%	$409.40M	0.1%
HCA HCA Healthcare, Inc.	643.48K	1.11M	-41.8%	$304.52M	0.1%
ALC Alcon Inc.	5.93M	6.46M	-8.2%	$446.95M	0.1%
GDXJ VanEck Junior Gold…	3.82M	4.44M	-14.1%	$458.12M	0.1%
MO Altria Group, Inc.	7.56M	8.34M	-9.4%	$498.82M	0.1%
PCAR PACCAR Inc	2.64M	4.55M	-42.0%	$304.62M	0.1%
RACE Ferrari N.V.	1.26M	1.30M	-3.0%	$426.81M	0.1%
EPD Enterprise Products…	12.61M	12.98M	-2.9%	$477.06M	0.1%
PDD PDD Holdings Inc.	2.50M	4.15M	-39.7%	$255.61M	0.0%
MGK Vanguard Morningstar…	1.04M	1.10M	-5.7%	$381.30M	0.1%
CSX CSX Corporation	9.96M	12.07M	-17.4%	$409.01M	0.1%
SOXX iShares Semiconductor…	1.16M	1.44M	-19.3%	$381.96M	0.1%
EAT Brinker International…	807.85K	2.98M	-72.8%	$115.34M	0.0%
RDVY First Trust Rising…	5.53M	5.99M	-7.8%	$377.54M	0.1%
MAR Marriott International…	1.18M	1.34M	-12.2%	$385.03M	0.1%
JEPI JPMorgan Equity Premium…	6.77M	7.18M	-5.7%	$383.70M	0.1%
SHY iShares 1-3 Year…	4.82M	4.92M	-2.0%	$398.34M	0.1%
URI United Rentals, Inc.	471.76K	497.52K	-5.2%	$343.71M	0.1%
VHT Vanguard Health Care ETF	1.20M	1.39M	-13.4%	$327.57M	0.1%
SPOT Spotify Technology S.A.	652.78K	687.55K	-5.1%	$316.54M	0.1%
FDX FedEx Corporation	1.12M	1.17M	-4.2%	$398.12M	0.1%
PYPL PayPal Holdings, Inc.	5.64M	6.77M	-16.8%	$254.94M	0.0%
SO The Southern Company	4.08M	4.52M	-9.8%	$393.45M	0.1%
BNY Bank of New York Mellon…	3.08M	3.32M	-7.2%	$365.25M	0.1%
DUK Duke Energy Corporation	2.75M	3.28M	-16.2%	$359.75M	0.1%
HPE Hewlett Packard…	11.76M	15.97M	-26.4%	$280.57M	0.1%
NBIS Nebius Group N.V.	3.12M	4.58M	-31.9%	$323.70M	0.1%
COR Cencora, Inc.	773.01K	1.12M	-31.1%	$242.83M	0.0%
FTV Fortive Corporation	4.39M	6.86M	-36.0%	$242.69M	0.0%
ECL Ecolab Inc.	1.27M	1.44M	-11.7%	$338.58M	0.1%
KWEB KraneShares CSI China…	6.01M	10.90M	-44.8%	$170.88M	0.0%
SPYV State Street SPDR…	6.16M	6.49M	-5.2%	$348.29M	0.1%
IYW iShares U.S. Technology…	1.76M	1.82M	-3.6%	$318.79M	0.1%
NXPI NXP Semiconductors N.V.	1.65M	1.66M	-0.6%	$324.97M	0.1%
BRK-A Berkshire Hathaway Inc.	335	476	-29.6%	$240.58M	0.0%
ZTS Zoetis Inc.	2.80M	2.83M	-1.0%	$330.93M	0.1%
MCHP Microchip Technology…	4.24M	5.47M	-22.5%	$273.90M	0.0%
O Realty Income…	3.96M	5.97M	-33.8%	$242.07M	0.0%
EWZ iShares MSCI Brazil ETF	8.30M	10.56M	-21.4%	$318.70M	0.1%
KHC The Kraft Heinz Company	7.66M	13.75M	-44.3%	$172.31M	0.0%
TER Teradyne, Inc.	1.11M	1.31M	-15.6%	$329.06M	0.1%
ALNY Alnylam…	458.87K	825.84K	-44.4%	$151.83M	0.0%
CMI Cummins Inc.	576.43K	641.22K	-10.1%	$310.13M	0.1%
INSM Insmed Incorporated	1.74M	1.87M	-7.0%	$284.11M	0.1%
CTSH Cognizant Technology…	2.89M	3.88M	-25.5%	$177.37M	0.0%
USMV iShares MSCI USA Min…	3.23M	3.42M	-5.6%	$299.36M	0.1%
UAL United Airlines…	2.68M	2.87M	-6.5%	$246.65M	0.0%
LHX L3Harris Technologies…	829.26K	1.08M	-23.0%	$286.22M	0.1%
LUV Southwest Airlines Co.	2.54M	7.47M	-65.9%	$95.55M	0.0%
GSK GSK plc	2.08M	6.28M	-66.8%	$115.03M	0.0%
EBAY eBay Inc.	2.99M	3.53M	-15.2%	$272.39M	0.0%
XOP State Street SPDR S&P…	764.23K	2.43M	-68.6%	$138.96M	0.0%
USB U.S. Bancorp	5.65M	5.74M	-1.5%	$293.98M	0.1%
MPLX MPLX Lp	5.23M	5.30M	-1.3%	$298.68M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CYBR CyberArk Software Ltd.	—	1.91M	Thoát	$850.92M	0.2%
CFLT Confluent, Inc.	—	12.86M	Thoát	$389.02M	0.1%
EXAS Exact Sciences…	—	2.99M	Thoát	$303.60M	0.1%
FYBR Frontier Communications…	—	6.79M	Thoát	$258.67M	0.1%
CDTX Cidara Therapeutics…	—	1.07M	Thoát	$237.44M	0.0%
RNAM Avidity Biosciences Inc	—	2.36M	Thoát	$170.00M	0.0%
CMA Comerica Incorporated	—	1.34M	Thoát	$116.82M	0.0%
DAY Dayforce Inc	—	1.24M	Thoát	$85.53M	0.0%
QGEN Qiagen N.V.	—	1.15M	Thoát	$51.87M	0.0%
ATXS	—	2.40M	Thoát	$31.41M	0.0%
CIVI Civitas Resources, Inc.	—	956.05K	Thoát	$25.90M	0.0%
CADE Cadence Bank	—	581.33K	Thoát	$24.90M	0.0%
BXMX	—	1.43M	Thoát	$21.07M	0.0%
HOUS	—	1.43M	Thoát	$20.26M	0.0%
THS TreeHouse Foods, Inc.	—	744.74K	Thoát	$17.57M	0.0%
NGD New Gold Inc.	—	1.99M	Thoát	$17.29M	0.0%
HI Hillenbrand, Inc.	—	461.85K	Thoát	$14.65M	0.0%
SNV Synovus Financial Corp.	—	250.25K	Thoát	$12.52M	0.0%
ASST	—	9.15M	Thoát	$6.75M	0.0%
PLYM	—	284.29K	Thoát	$6.22M	0.0%
JAMF Jamf Holding Corp.	—	474.66K	Thoát	$6.18M	0.0%
DIAX	—	403.87K	Thoát	$6.16M	0.0%
AHL-PD	—	164.78K	Thoát	$6.11M	0.0%
SHCO	—	514.69K	Thoát	$4.61M	0.0%
DVAX Dynavax Technologies…	—	260.51K	Thoát	$4.01M	0.0%
ALEX Alexander & Baldwin…	—	159.90K	Thoát	$3.30M	0.0%
TGNA TEGNA Inc.	—	166.30K	Thoát	$3.23M	0.0%
REVG REV Group, Inc.	—	46.51K	Thoát	$2.83M	0.0%
PCH PotlatchDeltic…	—	68.33K	Thoát	$2.72M	0.0%
RMTHF	—	87.30K	Thoát	$2.25M	0.0%
RAPT	—	66.22K	Thoát	$2.24M	0.0%
BOXX	—	17.40K	Thoát	$2.00M	0.0%
CCCX	—	107.34K	Thoát	$1.67M	0.0%
UDOW	—	24.49K	Thoát	$1.42M	0.0%
DENN	—	216.67K	Thoát	$1.35M	0.0%
BBEM JPMorgan BetaBuilders…	—	20.70K	Thoát	$1.32M	0.0%
MOFG	—	30.96K	Thoát	$1.19M	0.0%
CIO	—	152.34K	Thoát	$1.06M	0.0%
BITX	—	36.85K	Thoát	$1.02M	0.0%
CCXIU	—	99.90K	Thoát	$1.02M	0.0%
SMLR	—	65.58K	Thoát	$1.00M	0.0%
TEFOF	—	240.40K	Thoát	$973,616	0.0%
BFIN	—	67.14K	Thoát	$805,704	0.0%
TRUE	—	347.51K	Thoát	$785,375	0.0%
BURU	—	4.39M	Thoát	$698,190	0.0%
VTYX	—	68.22K	Thoát	$615,990	0.0%
FORD	—	78.29K	Thoát	$517,470	0.0%
FRGE	—	10.45K	Thoát	$465,518	0.0%
DMAA	—	38.16K	Thoát	$395,709	0.0%
MBCN	—	10.95K	Thoát	$378,316	0.0%
GES	—	20.23K	Thoát	$338,887	0.0%
GRT-UN.TO Granite Real Estate…	—	5.50K	Thoát	$325,663	0.0%
CVAC	—	64.88K	Thoát	$293,253	0.0%
TSPA T. Rowe Price U.S.…	—	6.45K	Thoát	$276,102	0.0%
EB	—	51.57K	Thoát	$229,500	0.0%
BUFR FT Vest Laddered Buffer…	—	5.63K	Thoát	$192,849	0.0%
OUNZ VanEck Merk Gold ETF	—	4.29K	Thoát	$177,949	0.0%
ALAI	—	4.61K	Thoát	$166,287	0.0%
ZEUS	—	3.86K	Thoát	$164,979	0.0%
JPEF	—	2.09K	Thoát	$156,021	0.0%
ONEY	—	1.14K	Thoát	$129,119	0.0%
PWRD TCW Transform Systems…	—	1.30K	Thoát	$124,618	0.0%
ZKH	—	28.20K	Thoát	$103,757	0.0%
TSEOQ	—	184.50K	Thoát	$91,695	0.0%
JOF	—	8.19K	Thoát	$90,756	0.0%
TDVG	—	1.93K	Thoát	$86,882	0.0%
INDP	—	29.00K	Thoát	$84,396	0.0%
DFEN	—	1.30K	Thoát	$82,980	0.0%
DFAR	—	3.43K	Thoát	$78,550	0.0%
APLT	—	718.92K	Thoát	$71,892	0.0%
NDLS	—	98.89K	Thoát	$69,819	0.0%
DAPR	—	1.64K	Thoát	$64,527	0.0%
DOMH	—	13.03K	Thoát	$64,509	0.0%
USD	—	1.09K	Thoát	$57,131	0.0%
BBU	—	1.58K	Thoát	$55,792	0.0%
PCSC	—	4.28K	Thoát	$55,716	0.0%
PJUL	—	1.18K	Thoát	$54,741	0.0%
XTWO	—	1.06K	Thoát	$52,537	0.0%
FJUN	—	906	Thoát	$51,696	0.0%
FNGU	—	1.94K	Thoát	$49,055	0.0%
AUSF	—	1.05K	Thoát	$48,503	0.0%
FLQM Franklin U.S. Mid Cap…	—	848	Thoát	$47,708	0.0%
CURE	—	418	Thoát	$46,633	0.0%
DJAN	—	1.04K	Thoát	$45,282	0.0%
GMAY	—	1.03K	Thoát	$42,614	0.0%
ARTL	—	33.62K	Thoát	$41,017	0.0%
BSOL	—	2.47K	Thoát	$40,557	0.0%
IOTR	—	16.55K	Thoát	$40,470	0.0%
TCPB	—	731	Thoát	$37,504	0.0%
GMOI	—	1.11K	Thoát	$37,173	0.0%
OSEA	—	1.20K	Thoát	$36,300	0.0%
BUCK	—	1.49K	Thoát	$35,320	0.0%
POCT	—	804	Thoát	$35,312	0.0%
GSEP	—	883	Thoát	$34,207	0.0%
MGRX	—	46.17K	Thoát	$34,164	0.0%
XMAR	—	842	Thoát	$33,621	0.0%
NINE	—	96.96K	Thoát	$33,547	0.0%
EVTR Eaton Vance Total…	—	638	Thoát	$32,857	0.0%
OPXS	—	2.23K	Thoát	$31,635	0.0%
NYXH	—	6.74K	Thoát	$30,981	0.0%
DMAY	—	678	Thoát	$30,672	0.0%
PFEB	—	751	Thoát	$30,580	0.0%
HEGD	—	1.21K	Thoát	$30,454	0.0%
UCON First Trust Smith…	—	1.15K	Thoát	$29,021	0.0%
WINN	—	925	Thoát	$28,772	0.0%
SAMT	—	731	Thoát	$28,151	0.0%
BEDY	—	1.00K	Thoát	$26,733	0.0%
SPHL	—	12.71K	Thoát	$26,437	0.0%
DSEP	—	563	Thoát	$25,282	0.0%
PSEP	—	578	Thoát	$25,269	0.0%
PSMD	—	773	Thoát	$25,095	0.0%
YEAR Alliance Bernstein - AB…	—	487	Thoát	$24,584	0.0%
EVSB	—	464	Thoát	$23,608	0.0%
CMBMF	—	15.96K	Thoát	$22,983	0.0%
CMCSV	—	800	Thoát	$22,376	0.0%
PAPR	—	569	Thoát	$22,259	0.0%
BKCI	—	429	Thoát	$22,124	0.0%
JPSE	—	436	Thoát	$21,832	0.0%
NVDU	—	183	Thoát	$21,543	0.0%
FSFG	—	676	Thoát	$21,537	0.0%

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
QQQ	Put	6.90M	$3.98B
QQQ	Call	5.09M	$2.94B
SPY	Put	4.41M	$2.87B
NVDA	Call	15.70M	$2.74B
NVDA	Put	13.71M	$2.39B
SPY	Call	3.58M	$2.33B
AAPL	Put	9.08M	$2.30B
GLD	Call	5.26M	$2.26B
HYG	Put	25.21M	$2.01B
TSLA	Call	4.46M	$1.66B
IWM	Put	6.66M	$1.65B
MP	Call	34.06M	$1.64B
GLD	Put	3.68M	$1.59B
MSFT	Put	3.62M	$1.34B
EEM	Call	23.39M	$1.33B
MSFT	Call	3.40M	$1.26B
EEM	Put	21.51M	$1.22B
IWM	Call	4.86M	$1.21B
GOOGL	Put	4.15M	$1.19B
META	Put	1.99M	$1.14B
RKLB	Call	17.37M	$1.12B
AAPL	Call	4.11M	$1.04B
AMZN	Put	5.00M	$1.04B
GOOGL	Call	3.42M	$983.47M
TSM	Put	2.87M	$969.59M
MRVL	Put	9.58M	$948.78M
MU	Put	2.51M	$848.41M
TSLA	Put	2.22M	$824.03M
ORCL	Call	5.40M	$793.99M
AMD	Put	3.88M	$789.82M
LQD	Put	6.82M	$742.94M
EWZ	Call	18.83M	$722.88M
KWEB	Call	25.28M	$718.60M
AVGO	Put	2.30M	$712.12M
AMZN	Call	3.22M	$671.29M
ORCL	Put	4.25M	$625.76M
PLTR	Call	4.28M	$625.55M
TSM	Call	1.76M	$595.62M
AMD	Call	2.83M	$576.17M
FXI	Call	15.75M	$565.27M
META	Call	981.10K	$561.32M
AVGO	Call	1.80M	$557.39M
MU	Call	1.53M	$517.92M
XONA.DE	Call	3.03M	$514.41M
JPM	Put	1.73M	$509.87M
NFLX	Call	5.10M	$490.38M
LITE	Call	690.54K	$485.28M
XLF	Put	9.31M	$459.49M
BAC	Put	9.15M	$445.98M
FXI	Put	12.17M	$436.77M
INTC	Put	9.37M	$413.39M
XONA.DE	Put	2.34M	$397.28M
UBS	Call	10.09M	$394.26M
INTC	Call	8.65M	$381.56M
GOOG	Put	1.32M	$379.26M
PDD	Call	3.67M	$374.87M
XLF	Call	7.39M	$364.87M
LLY	Put	395.90K	$364.14M
SLV	Put	5.31M	$361.97M
BABA	Call	2.81M	$352.98M
GOOG	Call	1.22M	$349.90M
EFA	Put	3.59M	$348.30M
TLT	Put	3.98M	$344.72M
JBL	Put	1.27M	$337.14M
PANW	Call	2.09M	$334.36M
XLU	Put	7.19M	$330.11M
SLV	Call	4.84M	$330.04M
SLB	Put	6.38M	$327.82M
XLE	Put	5.21M	$318.92M
V	Put	1.05M	$317.68M
PLTR	Put	2.17M	$317.68M
SOFI	Call	19.91M	$316.19M
JBL	Call	1.16M	$307.57M
HYG	Call	3.85M	$306.05M
SBUX	Call	3.41M	$305.20M
ABT	Put	2.94M	$301.96M
IEF	Put	3.15M	$301.08M
KRE	Put	4.60M	$299.66M
TXN	Put	1.53M	$296.23M
PDD	Put	2.87M	$293.22M
XLE	Call	4.78M	$292.65M
BBIO	Call	3.86M	$286.90M
NFLX	Put	2.89M	$277.82M
CIFR	Call	21.48M	$276.42M
LQD	Call	2.53M	$275.74M
TTE	Call	3.02M	$275.06M
IDCC	Call	897.30K	$270.98M
ASTS	Call	3.10M	$257.03M
C	Put	2.10M	$237.82M
ALC	Call	3.01M	$227.15M
JPM	Call	763.50K	$224.59M
TLT	Call	2.41M	$208.58M
MKSI	Call	907.28K	$208.50M
KRE	Call	3.16M	$205.70M
BAC	Call	4.11M	$200.33M
JD	Call	6.58M	$194.55M
XLC	Put	1.72M	$191.18M
XLI	Put	1.18M	$190.39M
ORA	Call	1.67M	$187.13M
BRK-B	Put	372.50K	$178.50M

13F báo cáo giá trị danh nghĩa của quyền chọn (số cổ phiếu cơ sở và giá trị thị trường) nhưng không ghi nhận giá thực hiện, ngày đáo hạn hay việc quyền chọn được mua hay bán — không thể suy luận chiều hướng giao dịch. Phương pháp luận

Tuổi vị thế

4290–1 quý

63652–4 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	6298	86.9%	0.9249	So sánh ⇄
Goldman Sachs Group	4814	69.3%	0.8994	So sánh ⇄
Rockefeller Capital Management L.P.	4344	62.8%	0.8865	So sánh ⇄
Northern Trust Corp	4232	62.0%	0.8799	So sánh ⇄
Bank Of America Corp /De/	5076	73.4%	0.8654	So sánh ⇄
Citigroup Inc	4501	66.0%	0.8598	So sánh ⇄
BlackRock	4977	72.3%	0.8553	So sánh ⇄
JPMorgan Chase	5463	76.5%	0.8532	So sánh ⇄

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

Hồ sơ nộp

Aug 13 2026 13F-HR · kỳ Q2 2026

$786.02B · 23,043 vị thế · Xem hồ sơ SEC gốc ↗

May 05 2026 13F-HR · kỳ Q1 2026

$666.32B · 22,771 vị thế · Xem hồ sơ SEC gốc ↗

Jan 29 2026 13F-HR · kỳ Q4 2025

$616.68B · 24,019 vị thế · Xem hồ sơ SEC gốc ↗

Nov 13 2025 13F-HR · kỳ Q3 2025

$638.37B · 22,854 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$577.63B · 22,017 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q1 2026 · hồ sơ mới nhất Aug 13, 2026 · Phương pháp tính thay đổi

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