★
Trade Filings
운용사 종목 공시 슈퍼인베스터
시그널 기관 매수 기관 매도 내부자 활동 13D & 13G 와처 섹터 로테이션
도구 종목 스크리너 운용사 스크리너 운용사 비교 컨센서스 바스켓 모든 리서치 도구 데이터 API
학습 & AI 학습 데이터에 질문하기 AI 에이전트
뉴스 ★ 저장됨
소개 회사 소개 방법론 문의 면책 조항
리더
데이터 플랜

과거 데이터 다운로드 — 계정 기능과 함께 제공 예정.

API 게이트웨이

사이트 캐시 데이터에 대한 무료 읽기 전용 JSON 액세스.

다크 모드

가이드 보기
시장이 처음이신가요? 가격, 수익률, YTD, 시가총액? 브라우징하면서 모든 용어를 쉬운 말로 설명해 드립니다. 동일한 데이터에 도움말이 내장되어 있습니다.

전문가 견해
시장은 이미 알고 계십니다. 데이터만: 깔끔하고, 빠르고, 군더더기 없이. 추가 설명은 없습니다. 기본 보기입니다.

인터페이스 언어
운용사 기록

Wealth Enhancement Advisory Services, Llc

Plymouth, MN · CIK 1632972 · EDGAR 공시 ↗

Q3 2026 Q2 2026 Q1 2026 Q4 2025 변동 ⇄
$67.31B보고된 13F 가치
4,427포지션
—상위 10개 비중
—유효 보유 종목
0.0%추정 회전율
+0신규
−3886청산

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

분기별 보고 가치 Q4 2025 → Q3 2026
포트폴리오 · Q3 2026
#증권비중가치주식 수Δ 주식 수보유
1 ISHARES TR (미매핑) — $3.92B 5.06M — —
2 APPLE INC (미매핑) — $2.24B 7.09M — —
3 ALPS ETF TR (미매핑) — $1.80B 73.10M — —
4 NVIDIA CORPORATION (미매핑) — $1.65B 8.33M — —
5 MICROSOFT CORP (미매핑) — $1.51B 3.16M — —
6 ISHARES TR (미매핑) — $1.33B 14.08M — —
7 VANGUARD INTL EQUITY INDEX F (미매핑) — $936.90M 15.97M — —
8 SCHWAB STRATEGIC TR (미매핑) — $921.30M 17.51M — —
9 AMERICAN CENTY ETF TR (미매핑) — $912.03M 9.89M — —
10 AMAZON COM INC (미매핑) — $907.62M 3.89M — —
11 VICTORY PORTFOLIOS II (미매핑) — $877.00M 8.55M — —
12 ALPHABET INC (미매핑) — $852.70M 2.73M — —
13 J P MORGAN EXCHANGE TRADED F (미매핑) — $843.40M 10.03M — —
14 ISHARES TR (미매핑) — $743.60M 14.37M — —
15 ISHARES TR (미매핑) — $643.29M 29.44M — —
16 MICRON TECHNOLOGY INC (미매핑) — $565.16M 570.29K — —
17 INVESCO EXCHANGE TRADED FD T (미매핑) — $534.76M 6.27M — —
18 AMERICAN CENTY ETF TR (미매핑) — $530.17M 5.99M — —
19 META PLATFORMS INC (미매핑) — $511.29M 773.01K — —
20 ISHARES TR (미매핑) — $496.38M 4.98M — —
21 STATE STR SPDR S&P 500 ETF T (미매핑) — $472.91M 644.95K — —
22 JOHNSON & JOHNSON (미매핑) — $464.45M 1.98M — —
23 VANGUARD INDEX FDS (미매핑) — $457.97M 648.40K — —
24 JPMORGAN CHASE & CO (미매핑) — $436.97M 1.48M — —
25 BNY MELLON ETF TRUST II (미매핑) — $432.73M 17.57M — —
26 BERKSHIRE HATHAWAY INC DEL (미매핑) — $397.72M 798.55K — —
27 BROADCOM INC (미매핑) — $386.79M 1.60M — —
28 ALPHABET INC (미매핑) — $361.15M 1.14M — —
29 EXXONMOBIL HOLDINGS CORP (미매핑) — $348.62M 2.20M — —
30 SCHWAB STRATEGIC TR (미매핑) — $346.75M 11.38M — —
31 ANGEL OAK FUNDS TRUST (미매핑) — $344.06M 6.92M — —
32 VANGUARD SPECIALIZED FUNDS (미매핑) — $341.05M 1.44M — —
33 INVESCO QQQ TR (미매핑) — $340.75M 466.20K — —
34 VICTORY PORTFOLIOS II (미매핑) — $333.09M 13.61M — —
35 VANGUARD INDEX FDS (미매핑) — $297.51M 3.27M — —
36 SANDISK CORP (미매핑) — $289.67M 184.10K — —
37 VANGUARD INDEX FDS (미매핑) — $288.26M 1.31M — —
38 WALMART INC (미매핑) — $285.71M 2.73M — —
39 VANGUARD INDEX FDS (미매핑) — $279.07M 771.71K — —
40 INVESCO EXCH TRADED FD TR II (미매핑) — $264.13M 862.86K — —
41 CHUBB LIMITED (미매핑) — $255.65M 803.05K — —
42 CHEVRON CORPORATION (미매핑) — $250.05M 1.34M — —
43 VISA INC (미매핑) — $241.95M 715.21K — —
44 MERCK & CO INC (미매핑) — $232.23M 1.78M — —
45 PROCTER & GAMBLE CO (미매핑) — $223.42M 1.61M — —
46 ISHARES TR (미매핑) — $220.84M 2.20M — —
47 ELI LILLY & CO (미매핑) — $218.04M 204.61K — —
48 CISCO SYS INC (미매핑) — $217.04M 2.00M — —
49 ISHARES TR (미매핑) — $194.79M 2.04M — —
50 J P MORGAN EXCHANGE TRADED F (미매핑) — $188.60M 3.75M — —
51 TERADYNE INC (미매핑) — $188.27M 487.50K — —
52 TJX COS INC NEW (미매핑) — $188.12M 1.42M — —
53 ISHARES TR (미매핑) — $186.78M 588.63K — —
54 VANGUARD TAX-MANAGED FDS (미매핑) — $185.92M 2.67M — —
55 VANGUARD STAR FDS (미매핑) — $185.92M 2.25M — —
56 SPDR SERIES TRUST (미매핑) — $180.78M 2.91M — —
57 ABBVIE INC (미매핑) — $180.23M 763.18K — —
58 SCHWAB STRATEGIC TR (미매핑) — $175.94M 5.34M — —
59 SPDR SERIES TRUST (미매핑) — $171.94M 2.01M — —
60 ISHARES TR (미매핑) — $169.89M 1.25M — —
61 ACCENTURE PLC IRELAND (미매핑) — $168.92M 893.85K — —
62 WESTERN DIGITAL CORP (미매핑) — $167.72M 440.01K — —
63 DIMENSIONAL ETF TRUST (미매핑) — $163.60M 3.63M — —
64 ISHARES TR (미매핑) — $163.38M 1.30M — —
65 ADVANCED MICRO DEVICES INC (미매핑) — $162.99M 377.82K — —
66 CIENA CORP (미매핑) — $160.30M 388.76K — —
67 GE VERNOVA INC (미매핑) — $153.54M 159.69K — —
68 TESLA INC (미매핑) — $152.40M 425.55K — —
69 SCHWAB STRATEGIC TR (미매핑) — $152.14M 5.62M — —
70 UNITEDHEALTH GROUP INC (미매핑) — $149.77M 428.64K — —
71 ISHARES TR (미매핑) — $144.35M 2.09M — —
72 EATON CORP PLC (미매핑) — $143.26M 339.18K — —
73 INTERNATIONAL BUSINESS MACHS (미매핑) — $141.16M 717.95K — —
74 GLOBAL X FDS (미매핑) — $140.15M 2.83M — —
75 ISHARES TR (미매핑) — $139.57M 336.77K — —
76 UNITED PARCEL SVCS INC (미매핑) — $138.92M 1.51M — —
77 ABBOTT LABORATORIES (미매핑) — $137.39M 1.46M — —
78 J P MORGAN EXCHANGE TRADED F (미매핑) — $137.07M 1.96M — —
79 TRAVELERS COMPANIES INC (미매핑) — $136.21M 375.05K — —
80 FIRST TR EXCHNG TRADED FD VI (미매핑) — $135.56M 3.59M — —
81 EA SERIES TRUST (미매핑) — $135.18M 1.14M — —
82 LAM RESEARCH CORP (미매핑) — $135.00M 490.08K — —
83 SPDR SERIES TRUST (미매핑) — $134.22M 1.44M — —
84 HOME DEPOT INC (미매핑) — $131.42M 494.63K — —
85 PEPSICO INC (미매핑) — $129.26M 1.09M — —
86 GE AEROSPACE (미매핑) — $127.39M 423.84K — —
87 ISHARES INC (미매핑) — $126.91M 1.58M — —
88 CORNING INC (미매핑) — $126.83M 846.71K — —
89 ISHARES TR (미매핑) — $125.72M 498.90K — —
90 NEUBERGER BERMAN ETF TRUST (미매핑) — $124.58M 3.98M — —
91 SCHWAB STRATEGIC TR (미매핑) — $124.47M 3.68M — —
92 TEXAS INSTRS INC (미매핑) — $120.17M 432.31K — —
93 BANK OF AMER CORP (미매핑) — $120.12M 2.96M — —
94 ISHARES TR (미매핑) — $120.11M 1.09M — —
95 COCA COLA CO (미매핑) — $119.52M 1.40M — —
96 SCHWAB STRATEGIC TR (미매핑) — $118.52M 3.44M — —
97 VERIZON COMMUNICATIONS INC (미매핑) — $117.80M 3.04M — —
98 FIS TR (미매핑) — $117.43M 3.09M — —
99 CATERPILLAR INC (미매핑) — $116.53M 203.72K — —
100 FIRST TR EXCH TRADED FD III (미매핑) — $115.80M 2.60M — —
101 MASTERCARD INCORPORATED (미매핑) — $115.51M 252.33K — —
102 SPDR SERIES TRUST (미매핑) — $113.36M 1.26M — —
103 VANGUARD SCOTTSDALE FDS (미매핑) — $112.55M 1.98M — —
104 RTX CORPORATION (미매핑) — $111.27M 780.50K — —
105 ISHARES TR (미매핑) — $111.17M 1.24M — —
106 QUALCOMM INC (미매핑) — $110.84M 669.29K — —
107 MORGAN STANLEY (미매핑) — $110.57M 732.90K — —
108 DIMENSIONAL ETF TRUST (미매핑) — $110.34M 1.98M — —
109 DUKE ENERGY CORP NEW (미매핑) — $109.60M 954.51K — —
110 ISHARES TR (미매핑) — $109.54M 762.43K — —
111 WELLS FARGO & CO (미매핑) — $109.46M 1.48M — —
112 AMGEN INC (미매핑) — $109.05M 340.32K — —
113 PFIZER INC (미매핑) — $107.03M 4.13M — —
114 SCHWAB STRATEGIC TR (미매핑) — $106.92M 4.48M — —
115 BRISTOL-MYERS SQUIBB CO (미매핑) — $104.19M 2.06M — —
116 ETF SER SOLUTIONS (미매핑) — $103.89M 1.66M — —
117 PIMCO ETF TR (미매핑) — $102.41M 4.03M — —
118 INVESCO EXCH TRADED FD TR II (미매핑) — $102.16M 677.29K — —
119 MCKESSON CORP (미매핑) — $101.47M 109.80K — —
120 RBB FD INC (미매핑) — $100.84M 2.02M — —
121 J P MORGAN EXCHANGE TRADED F (미매핑) — $100.71M 2.12M — —
122 CROWDSTRIKE HLDGS INC (미매핑) — $99.83M 406.62K — —
123 PALO ALTO NETWORKS INC (미매핑) — $99.49M 358.42K — —
124 PALANTIR TECHNOLOGIES INC (미매핑) — $99.30M 524.81K — —
125 PHILIP MORRIS INTL INC (미매핑) — $99.09M 515.42K — —
126 ADOBE INC (미매핑) — $98.93M 444.32K — —
127 CAPITAL GROUP GROWTH ETF (미매핑) — $98.70M 2.06M — —
128 NORTHROP GRUMMAN CORP (미매핑) — $98.33M 232.84K — —
129 ALLSTATE CORP (미매핑) — $97.53M 439.55K — —
130 GOLDMAN SACHS ETF TR (미매핑) — $97.24M 2.00M — —
131 SIMPLIFY EXCHANGE TRADED FUN (미매핑) — $97.11M 3.50M — —
132 INVESCO EXCHANGE TRADED FD T (미매핑) — $96.98M 457.71K — —
133 DIMENSIONAL ETF TRUST (미매핑) — $96.64M 1.75M — —
134 COSTCO WHOLESALE CORPORATION (미매핑) — $95.50M 136.59K — —
135 MCDONALDS CORP (미매핑) — $95.11M 407.79K — —
136 INTEL CORP (미매핑) — $93.98M 988.09K — —
137 DIMENSIONAL ETF TRUST (미매핑) — $93.01M 1.12M — —
138 LOCKHEED MARTIN CORP (미매핑) — $92.59M 207.95K — —
139 SCHWAB STRATEGIC TR (미매핑) — $91.99M 2.82M — —
140 ISHARES TR (미매핑) — $91.84M 1.83M — —
141 CAPITAL GROUP DIVIDEND VALUE (미매핑) — $91.19M 1.85M — —
142 ISHARES TR (미매핑) — $90.34M 824.75K — —
143 MOTOROLA SOLUTIONS INC (미매핑) — $90.28M 235.46K — —
144 ONEOK INC NEW (미매핑) — $90.14M 998.36K — —
145 TAIWAN SEMICONDUCTOR MANUFAC (미매핑) — $89.39M 397.40K — —
146 VANGUARD INDEX FDS (미매핑) — $87.89M 375.75K — —
147 J P MORGAN EXCHANGE TRADED F (미매핑) — $87.17M 1.80M — —
148 DIMENSIONAL ETF TRUST (미매핑) — $86.83M 1.32M — —
149 CAPITAL GROUP CORE BALANCED (미매핑) — $86.37M 2.33M — —
150 AMPLIFY ETF TR (미매핑) — $85.88M 1.83M — —
151 VANGUARD MUN BD FDS (미매핑) — $84.81M 1.19M — —
152 APPLIED MATLS INC (미매핑) — $84.68M 346.33K — —
153 VANGUARD INDEX FDS (미매핑) — $84.66M 961.85K — —
154 MEDTRONIC PLC (미매핑) — $84.01M 1.06M — —
155 THORNBURG ETF TR (미매핑) — $82.59M 2.41M — —
156 RBB FUND TRUST (미매핑) — $81.03M 1.60M — —
157 SELECT SECTOR SPDR TR (미매핑) — $80.77M 413.36K — —
158 ISHARES TR (미매핑) — $80.54M 791.22K — —
159 WW GRAINGER INC (미매핑) — $79.69M 64.26K — —
160 WASTE MGMT INC DEL (미매핑) — $79.11M 386.29K — —
161 SCHWAB STRATEGIC TR (미매핑) — $79.03M 3.33M — —
162 FASTENAL CO (미매핑) — $79.03M 1.61M — —
163 ANGLOGOLD ASHANTI PLC (미매핑) — $78.91M 1.01M — —
164 AT&T INC (미매핑) — $78.55M 3.27M — —
165 DISNEY WALT CO (미매핑) — $77.42M 867.09K — —
166 SCHWAB STRATEGIC TR (미매핑) — $77.10M 2.67M — —
167 ANALOG DEVICES INC (미매핑) — $76.01M 273.26K — —
168 ORACLE CORP (미매핑) — $75.51M 745.53K — —
169 VANGUARD INDEX FDS (미매핑) — $75.20M 261.45K — —
170 GENERAL DYNAMICS CORP (미매핑) — $74.70M 270.92K — —
171 AMERICAN CENTY ETF TR (미매핑) — $74.63M 621.23K — —
172 AMERICAN EXPRESS CO (미매핑) — $73.92M 254.97K — —
173 ISHARES TR (미매핑) — $73.85M 733.11K — —
174 VANGUARD MUN BD FDS (미매핑) — $72.84M 1.57M — —
175 SCHWAB STRATEGIC TR (미매핑) — $72.57M 1.99M — —
176 LUMENTUM HLDGS INC (미매핑) — $72.56M 71.31K — —
177 INVESCO EXCHANGE TRADED FD T (미매핑) — $72.56M 1.13M — —
178 CHARLES SCHWAB CORP (THE) (미매핑) — $72.03M 760.22K — —
179 WISDOMTREE TR (미매핑) — $71.46M 724.34K — —
180 NETFLIX INC. (미매핑) — $71.39M 1.15M — —
181 3M CO (미매핑) — $70.70M 435.99K — —
182 ISHARES TR (미매핑) — $70.60M 935.24K — —
183 VANGUARD SCOTTSDALE FDS (미매핑) — $69.88M 1.01M — —
184 PUTNAM ETF TRUST (미매핑) — $69.70M 7.17M — —
185 VANGUARD WORLD FD (미매핑) — $68.29M 614.27K — —
186 SPDR GOLD TR (미매핑) — $67.83M 183.16K — —
187 AMERICAN CENTY ETF TR (미매핑) — $67.45M 523.46K — —
188 ISHARES TR (미매핑) — $66.76M 1.51M — —
189 CAPITAL GROUP GBL GROWTH EQT (미매핑) — $66.51M 1.69M — —
190 ISHARES TR (미매핑) — $66.06M 1.31M — —
191 ROSS STORES INC (미매핑) — $65.50M 300.46K — —
192 INTUITIVE SURGICAL INC (미매핑) — $64.72M 174.34K — —
193 VANGUARD BD INDEX FDS (미매핑) — $64.35M 934.83K — —
194 VANGUARD BD INDEX FDS (미매핑) — $64.06M 877.83K — —
195 ALTRIA GROUP INC (미매핑) — $63.78M 915.43K — —
196 EA SERIES TRUST (미매핑) — $63.42M 1.85M — —
197 SPDR SERIES TRUST (미매핑) — $62.52M 2.56M — —
198 HARBOR ETF TRUST (미매핑) — $62.47M 1.79M — —
199 DBX ETF TR (미매핑) — $62.20M 1.14M — —
200 SPDR SERIES TRUST (미매핑) — $62.01M 500.41K — —
201 T-MOBILE US INC (미매핑) — $61.62M 417.88K — —
202 ISHARES TR (미매핑) — $60.87M 559.15K — —
203 VANGUARD WORLD FD (미매핑) — $60.77M 651.27K — —
204 UNION PAC CORP (미매핑) — $60.61M 287.71K — —
205 ARISTA NETWORKS INC (미매핑) — $60.58M 301.85K — —
206 AMPHENOL CORP (미매핑) — $59.39M 1.15M — —
207 TARGET CORP (미매핑) — $59.27M 394.58K — —
208 VANGUARD WHITEHALL FDS (미매핑) — $59.22M 374.23K — —
209 CITIGROUP INC (미매핑) — $59.08M 599.48K — —
210 PNC FINL SVCS GROUP INC (미매핑) — $58.72M 276.75K — —
211 PACER FDS TR (미매핑) — $58.33M 847.02K — —
212 SERVICENOW INC (미매핑) — $58.24M 433.03K — —
213 J P MORGAN EXCHANGE TRADED F (미매핑) — $57.59M 638.78K — —
214 SPDR INDEX SHS FDS (미매핑) — $56.76M 1.16M — —
215 ISHARES TR (미매핑) — $56.70M 250.75K — —
216 T ROWE PRICE EXCHANGE-TRADED (미매핑) — $55.89M 1.29M — —
217 SOUTHERN CO (미매핑) — $54.33M 651.17K — —
218 SCHWAB STRATEGIC TR (미매핑) — $54.30M 2.17M — —
219 ISHARES TR (미매핑) — $54.26M 200.06K — —
220 ASML HLDG NV (미매핑) — $54.09M 32.99K — —
221 BOEING CO (미매핑) — $53.89M 340.26K — —
222 CENCORA INC (미매핑) — $52.61M 165.53K — —
223 GLOBAL X FDS (미매핑) — $52.58M 1.27M — —
224 J P MORGAN EXCHANGE TRADED F (미매핑) — $52.30M 1.17M — —
225 VERISIGN INC (미매핑) — $51.87M 182.09K — —
226 ISHARES TR (미매핑) — $51.57M 574.77K — —
227 DFA INVT DIMENSIONS GROUP IN (미매핑) — $50.72M 1.33M — —
228 ISHARES TR (미매핑) — $50.71M 319.89K — —
229 AMERICAN CENTY ETF TR (미매핑) — $50.67M 543.38K — —
230 ISHARES TR (미매핑) — $50.12M 224.60K — —
231 SCHWAB STRATEGIC TR (미매핑) — $50.12M 2.27M — —
232 INVESCO LTD (미매핑) — $50.07M 1.71M — —
233 INVESCO EXCHANGE TRADED FD T (미매핑) — $50.05M 904.10K — —
234 VANGUARD INDEX FDS (미매핑) — $49.91M 620.82K — —
235 CONOCOPHILLIPS (미매핑) — $49.80M 410.46K — —
236 DBX ETF TR (미매핑) — $49.77M 1.56M — —
237 LOWES COS INC (미매핑) — $49.68M 349.02K — —
238 AMERICAN BEACON SELECT FUNDS (미매핑) — $49.67M 1.01M — —
239 PUTNAM ETF TRUST (미매핑) — $49.64M 6.11M — —
240 DIMENSIONAL ETF TRUST (미매핑) — $49.22M 1.20M — —
241 EOG RES INC (미매핑) — $49.05M 349.84K — —
242 HARTFORD INSURANCE GROUP INC (미매핑) — $49.02M 397.54K — —
243 LINDE PLC (미매핑) — $48.74M 176.30K — —
244 SCHWAB STRATEGIC TR (미매핑) — $48.58M 1.36M — —
245 FIRST TR EXCHANGE TRADED FD (미매핑) — $48.45M 609.99K — —
246 VANGUARD INDEX FDS (미매핑) — $48.21M 135.78K — —
247 AUTOMATIC DATA PROCESSING IN (미매핑) — $48.19M 179.60K — —
248 DFA INVT DIMENSIONS GROUP IN (미매핑) — $47.70M 1.12M — —
249 CME GROUP INC (미매핑) — $47.31M 178.79K — —
250 FORTINET INC (미매핑) — $46.51M 297.71K — —
251 SPACE EXPLORATION TECHN CORP (미매핑) — $46.45M 293.51K — —
252 VALERO ENERGY CORP (미매핑) — $46.12M 185.23K — —
253 ISHARES TR (미매핑) — $46.07M 898.75K — —
254 ISHARES TR (미매핑) — $46.07M 288.29K — —
255 FIS TR (미매핑) — $45.89M 1.89M — —
256 PIMCO ETF TR (미매핑) — $45.44M 522.83K — —
257 D R HORTON INC (미매핑) — $45.36M 345.16K — —
258 INVESCO ACTVELY MNGD ETC FD (미매핑) — $45.05M 2.29M — —
259 MARATHON PETE CORP (미매핑) — $44.97M 103.06K — —
260 ISHARES TR (미매핑) — $44.77M 486.08K — —
261 DELL TECHNOLOGIES INC (미매핑) — $44.33M 103.70K — —
262 INVESCO EXCH TRD SLF IDX FD (미매핑) — $44.20M 622.25K — —
263 ISHARES TR (미매핑) — $44.09M 392.93K — —
264 DEERE & CO (미매핑) — $44.05M 106.63K — —
265 DIMENSIONAL ETF TRUST (미매핑) — $43.85M 1.08M — —
266 GOLDMAN SACHS GROUP INC (미매핑) — $43.84M 93.20K — —
267 ISHARES TR (미매핑) — $43.51M 565.90K — —
268 PHILLIPS 66 (미매핑) — $43.34M 174.76K — —
269 CAPITAL ONE FINL CORP (미매핑) — $42.69M 290.91K — —
270 PACCAR INC (미매핑) — $42.42M 386.80K — —
271 VANGUARD SCOTTSDALE FDS (미매핑) — $42.34M 560.21K — —
272 REPUBLIC SVCS INC (미매핑) — $42.17M 216.75K — —
273 DEVON ENERGY CORP NEW (미매핑) — $42.02M 871.94K — —
274 STRATEGY SHS (미매핑) — $41.12M 1.33M — —
275 CINCINNATI FINL CORP (미매핑) — $40.84M 253.23K — —
276 CVS HEALTH CORP (미매핑) — $40.63M 495.49K — —
277 VANGUARD MUN BD FDS (미매핑) — $40.20M 421.98K — —
278 SNAP ON INC (미매핑) — $40.08M 114.46K — —
279 KLA CORP (미매핑) — $40.04M 211.13K — —
280 MACYS INC (미매핑) — $40.03M 1.76M — —
281 GOLDMAN SACHS ETF TR (미매핑) — $39.98M 271.03K — —
282 VERTIV HOLDINGS CO (미매핑) — $39.91M 169.95K — —
283 JANUS DETROIT STR TR (미매핑) — $39.90M 797.51K — —
284 WELLTOWER INC (미매핑) — $39.83M 178.57K — —
285 ISHARES TR (미매핑) — $39.61M 112.07K — —
286 STATE STR SPDR DOW JONES IND (미매핑) — $39.43M 78.74K — —
287 EBAY INC. (미매핑) — $39.17M 365.42K — —
288 FIRST TR EXCHANGE-TRADED FD (미매핑) — $39.01M 1.88M — —
289 THERMO FISHER SCIENTIFIC INC (미매핑) — $38.79M 100.33K — —
290 ISHARES TR (미매핑) — $38.77M 450.30K — —
291 GILEAD SCIENCES INC (미매핑) — $38.70M 358.00K — —
292 CAPITAL GROUP CORE EQUITY ET (미매핑) — $38.10M 844.70K — —
293 BLACKROCK ETF TRUST (미매핑) — $37.93M 541.04K — —
294 PAYCHEX INC (미매핑) — $37.87M 372.25K — —
295 DIMENSIONAL ETF TRUST (미매핑) — $37.78M 937.24K — —
296 QUANTA SVCS INC (미매핑) — $37.76M 78.56K — —
297 ISHARES TR (미매핑) — $37.75M 484.19K — —
298 CAPITAL GRP FIXED INCM ETF T (미매핑) — $37.72M 1.43M — —
299 FIRST TR EXCHANGE TRADED FD (미매핑) — $37.60M 919.04K — —
300 CENTENE CORP DEL (미매핑) — $37.53M 644.50K — —
301 NEXTERA ENERGY INC (미매핑) — $37.20M 518.94K — —
302 GMO ETF TRUST (미매핑) — $37.19M 852.39K — —
303 CONSOLIDATED EDISON INC (미매핑) — $37.08M 368.69K — —
304 BLACKROCK INC (미매핑) — $37.08M 55.87K — —
305 J P MORGAN EXCHANGE TRADED F (미매핑) — $37.08M 654.24K — —
306 VANGUARD SCOTTSDALE FDS (미매핑) — $36.99M 832.53K — —
307 ISHARES TR (미매핑) — $36.94M 219.27K — —
308 NEWMONT CORP (미매핑) — $36.85M 335.33K — —
309 STATE STR SPDR S&P MIDCAP 40 (미매핑) — $36.82M 55.26K — —
310 AMERICAN ELEC PWR CO INC (미매핑) — $36.77M 319.86K — —
311 STARBUCKS CORP (미매핑) — $36.72M 488.84K — —
312 COMFORT SYS USA INC (미매핑) — $36.52M 23.32K — —
313 ISHARES TR (미매핑) — $35.86M 1.24M — —
314 ISHARES TR (미매핑) — $35.68M 169.16K — —
315 US BANCORP (미매핑) — $35.68M 644.41K — —
316 PRINCIPAL EXCHANGE TRADED FD (미매핑) — $35.62M 529.38K — —
317 HARTFORD FDS EXCHANGE TRADED (미매핑) — $35.59M 1.11M — —
318 MGIC INVT CORP WIS (미매핑) — $35.49M 1.32M — —
319 FIDELITY COVINGTON TRUST (미매핑) — $35.23M 802.18K — —
320 JANUS DETROIT STR TR (미매핑) — $34.83M 820.26K — —
321 TWO RDS SHARED TR (미매핑) — $34.78M 2.21M — —
322 CBOE GLOBAL MKTS INC (미매핑) — $34.58M 120.61K — —
323 JANUS DETROIT STR TR (미매핑) — $34.42M 681.34K — —
324 ISHARES TR (미매핑) — $34.08M 60.50K — —
325 STRYKER CORPORATION (미매핑) — $33.84M 162.54K — —
326 PRICE T ROWE GROUP INC (미매핑) — $33.76M 331.68K — —
327 SPDR SERIES TRUST (미매핑) — $33.74M 225.88K — —
328 PUTNAM ETF TRUST (미매핑) — $33.74M 629.15K — —
329 J P MORGAN EXCHANGE TRADED F (미매핑) — $33.54M 445.03K — —
330 FEDEX CORP (미매핑) — $33.41M 121.58K — —
331 VANGUARD INDEX FDS (미매핑) — $33.33M 111.91K — —
332 ISHARES GOLD TR (미매핑) — $33.14M 633.41K — —
333 PIMCO ETF TR (미매핑) — $33.07M 715.25K — —
334 PROGRESSIVE CORP (미매핑) — $33.01M 154.43K — —
335 MASCO CORP (미매핑) — $32.93M 488.07K — —
336 DIMENSIONAL ETF TRUST (미매핑) — $32.84M 841.51K — —
337 VICI PPTYS INC (미매핑) — $32.75M 1.48M — —
338 VANGUARD INTL EQUITY INDEX F (미매핑) — $32.54M 395.97K — —
339 CARRIER GLOBAL CORPORATION (미매핑) — $32.52M 669.20K — —
340 DIMENSIONAL ETF TRUST (미매핑) — $32.38M 385.38K — —
341 TERAWULF INC (미매핑) — $31.88M 2.34M — —
342 EMERSON ELEC CO (미매핑) — $31.86M 285.09K — —
343 J P MORGAN EXCHANGE TRADED F (미매핑) — $31.81M 628.93K — —
344 SPDR SERIES TRUST (미매핑) — $31.69M 655.53K — —
345 UBIQUITI INC (미매핑) — $31.57M 50.36K — —
346 INTUIT (미매핑) — $31.53M 177.21K — —
347 TOLL BROTHERS INC (미매핑) — $31.40M 258.96K — —
348 SSGA ACTIVE ETF TR (미매핑) — $31.32M 837.31K — —
349 MORGAN STANLEY ETF TRUST (미매핑) — $31.30M 646.43K — —
350 SNOWFLAKE INC (미매핑) — $31.24M 98.46K — —
351 DIMENSIONAL ETF TRUST (미매핑) — $31.14M 733.52K — —
352 CAPITAL GRP FIXED INCM ETF T (미매핑) — $31.11M 1.46M — —
353 CSX CORP (미매핑) — $31.06M 1.07M — —
354 INVESCO EXCH TRADED FD TR II (미매핑) — $31.05M 293.56K — —
355 ISHARES TR (미매핑) — $31.05M 512.98K — —
356 VANGUARD SCOTTSDALE FDS (미매핑) — $30.88M 235.96K — —
357 VANGUARD BD INDEX FDS (미매핑) — $30.78M 559.76K — —
358 FREEPORT MCMORAN INC (미매핑) — $30.63M 801.90K — —
359 GLOBAL X FDS (미매핑) — $30.32M 462.15K — —
360 THE CIGNA GROUP (미매핑) — $30.16M 115.24K — —
361 BLACKSTONE INC (미매핑) — $30.16M 291.13K — —
362 ENTERPRISE PRODS PARTNERS L (미매핑) — $30.04M 817.47K — —
363 COGNIZANT TECHNOLOGY SOLUTIO (미매핑) — $29.96M 702.81K — —
364 DANAHER CORP DEL (미매핑) — $29.85M 139.47K — —
365 OLD REP INTL CORP (미매핑) — $29.81M 790.24K — —
366 AMERICAN TOWER CORP (미매핑) — $29.76M 185.48K — —
367 HARRIS OAKMARK ETF TRUST (미매핑) — $29.69M 993.11K — —
368 ATLASSIAN CORPORATION (미매핑) — $29.67M 161.27K — —
369 ISHARES TR (미매핑) — $29.60M 248.59K — —
370 GOLDMAN SACHS ETF TR (미매핑) — $29.47M 508.71K — —
371 TRANE TECHNOLOGIES PLC (미매핑) — $29.44M 64.89K — —
372 GLOBAL X FDS (미매핑) — $29.24M 1.21M — —
373 AIRBNB INC (미매핑) — $28.95M 199.30K — —
374 PROFESIONALLY MANAGED PORTFO (미매핑) — $28.83M 533.77K — —
375 SPDR SERIES TRUST (미매핑) — $28.83M 347.10K — —
376 EXPEDITORS INTL WASH INC (미매핑) — $28.60M 160.29K — —
377 ISHARES TR (미매핑) — $28.57M 381.75K — —
378 ISHARES TR (미매핑) — $28.47M 276.19K — —
379 ILLINOIS TOOL WKS INC (미매핑) — $28.36M 158.66K — —
380 DIMENSIONAL ETF TRUST (미매핑) — $28.35M 770.25K — —
381 JOHNSON CONTROLS INTERNATION (미매핑) — $28.20M 202.03K — —
382 OCCIDENTAL PETE CORP (미매핑) — $28.19M 502.23K — —
383 DOMINION ENERGY INC (미매핑) — $27.99M 457.98K — —
384 AMERICAN CENTY ETF TR (미매핑) — $27.83M 258.32K — —
385 FLOWSERVE CORP (미매핑) — $27.69M 400.85K — —
386 TRUIST FINL CORP (미매핑) — $27.58M 601.69K — —
387 ISHARES TR (미매핑) — $27.50M 201.17K — —
388 HEWLETT PACKARD ENTERPRISE C (미매핑) — $27.32M 396.45K — —
389 VANGUARD INDEX FDS (미매핑) — $27.31M 135.60K — —
390 TEREX CORP NEW (미매핑) — $27.31M 534.10K — —
391 J P MORGAN EXCHANGE TRADED F (미매핑) — $27.07M 529.14K — —
392 RALPH LAUREN CORP (미매핑) — $26.82M 78.88K — —
393 ISHARES TR (미매핑) — $26.78M 266.19K — —
394 VANGUARD INDEX FDS (미매핑) — $26.70M 78.40K — —
395 COMCAST CORP NEW (미매핑) — $26.68M 1.30M — —
396 WISDOMTREE TR (미매핑) — $26.64M 255.49K — —
397 PARKER-HANNIFIN CORP (미매핑) — $26.64M 54.54K — —
398 T ROWE PRICE EXCHANGE-TRADED (미매핑) — $26.59M 649.54K — —
399 SALESFORCE INC (미매핑) — $26.39M 188.81K — —
400 WISDOMTREE TR (미매핑) — $26.38M 523.15K — —
401 SELECT SECTOR SPDR TR (미매핑) — $26.32M 157.74K — —
402 AUTODESK INC (미매핑) — $26.23M 113.79K — —
403 FIRST TR EXCHANGE-TRADED FD (미매핑) — $26.15M 1.39M — —
404 CF INDUSTRIES HOLD (미매핑) — $26.13M 251.73K — —
405 EQT CORP (미매핑) — $25.87M 488.65K — —
406 WISDOMTREE TR (미매핑) — $25.87M 476.68K — —
407 VANECK ETF TRUST (미매핑) — $25.86M 253.60K — —
408 KROGER CO (미매핑) — $25.84M 429.92K — —
409 COLGATE PALMOLIVE CO (미매핑) — $25.67M 304.31K — —
410 GENERAL MTRS CO (미매핑) — $25.66M 327.90K — —
411 BLACKROCK ETF TRUST (미매핑) — $25.53M 710.09K — —
412 ECOLAB INC (미매핑) — $25.46M 91.75K — —
413 CUMMINS INC (미매핑) — $25.43M 51.09K — —
414 HERSHEY CO (미매핑) — $25.20M 164.43K — —
415 INCYTE CORP (미매핑) — $25.11M 236.32K — —
416 ROLLINS INC (미매핑) — $25.10M 792.11K — —
417 VANGUARD WORLD FD (미매핑) — $24.95M 152.87K — —
418 KINDER MORGAN INC DEL (미매핑) — $24.89M 1.34M — —
419 ILLUMINA INC (미매핑) — $24.86M 102.33K — —
420 EXELON CORP (미매핑) — $24.78M 868.20K — —
421 DONALDSON INC (미매핑) — $24.71M 288.91K — —
422 SEAGATE TECHNOLOGY HLDNGS PL (미매핑) — $24.65M 33.38K — —
423 WEC ENERGY GROUP INC (미매핑) — $24.62M 243.91K — —
424 HONEYWELL INTL INC (미매핑) — $24.45M 159.94K — —
425 VANGUARD WHITEHALL FDS (미매핑) — $24.42M 262.58K — —
426 ISHARES TR (미매핑) — $24.32M 258.35K — —
427 ISHARES TR (미매핑) — $24.25M 90.62K — —
428 AMPLIFY ETF TR (미매핑) — $24.18M 192.90K — —
429 FIDELITY COVINGTON TRUST (미매핑) — $23.93M 388.86K — —
430 J P MORGAN EXCHANGE TRADED F (미매핑) — $23.86M 391.60K — —
431 ISHARES TR (미매핑) — $23.69M 849.89K — —
432 SELECT SECTOR SPDR TR (미매핑) — $23.61M 366.67K — —
433 SPDR INDEX SHS FDS (미매핑) — $23.57M 465.55K — —
434 CAPITAL GRP FIXED INCM ETF T (미매핑) — $23.48M 936.46K — —
435 ISHARES TR (미매핑) — $23.24M 550.78K — —
436 ISHARES TR (미매핑) — $23.20M 157.25K — —
437 MARVELL TECHNOLOGY INC (미매핑) — $23.14M 89.71K — —
438 VANGUARD SCOTTSDALE FDS (미매핑) — $23.00M 65.80K — —
439 CAPITAL GRP FIXED INCM ETF T (미매핑) — $22.94M 905.41K — —
440 SHERWIN WILLIAMS CO (미매핑) — $22.92M 73.20K — —
441 XCEL ENERGY INC (미매핑) — $22.76M 313.51K — —
442 PIMCO ETF TR (미매핑) — $22.75M 459.85K — —
443 INVESCO EXCHANGE TRADED FD T (미매핑) — $22.63M 428.37K — —
444 MARRIOTT INTL INC NEW (미매핑) — $22.58M 64.16K — —
445 VERTEX PHARMACEUTICALS INC (미매핑) — $22.42M 70.92K — —
446 ABRDN PRECIOUS METALS BASKET (미매핑) — $22.37M 121.72K — —
447 INVESCO EXCH TRADED FD TR II (미매핑) — $22.34M 372.66K — —
448 EVEREST GROUP LTD (미매핑) — $21.90M 62.30K — —
449 DIMENSIONAL ETF TRUST (미매핑) — $21.75M 454.30K — —
450 WILLIAMS SONOMA INC (미매핑) — $21.72M 93.91K — —
451 AEROVIRONMENT INC (미매핑) — $21.69M 157.63K — —
452 DELTA AIR LINES INC (미매핑) — $21.45M 282.16K — —
453 WP CAREY INC (미매핑) — $21.37M 347.14K — —
454 YUM BRANDS INC (미매핑) — $21.31M 160.55K — —
455 CLOUDFLARE INC (미매핑) — $21.28M 66.59K — —
456 PIMCO ETF TR (미매핑) — $21.27M 211.86K — —
457 ISHARES TR (미매핑) — $21.25M 478.79K — —
458 CONSTELLATION ENERGY CORP (미매핑) — $21.13M 76.91K — —
459 MICROCHIP TECHNOLOGY INC. (미매핑) — $21.06M 278.82K — —
460 S&P GLOBAL INC (미매핑) — $21.00M 55.00K — —
461 SIMON PPTY GROUP INC NEW (미매핑) — $20.79M 107.72K — —
462 MONDELEZ INTL INC (미매핑) — $20.75M 354.05K — —
463 SPDR SERIES TRUST (미매핑) — $20.74M 869.53K — —
464 EXPEDIA GROUP INC (미매핑) — $20.72M 82.24K — —
465 TECHNIPFMC PLC (미매핑) — $20.61M 326.19K — —
466 NATERA INC (미매핑) — $20.57M 57.98K — —
467 CAPITAL GROUP CONSERVATIVE E (미매핑) — $20.52M 627.42K — —
468 FIDELITY MERRIMACK STR TR (미매핑) — $20.52M 472.32K — —
469 EVERSOURCE ENERGY (미매핑) — $20.43M 333.60K — —
470 INNOVATOR ETFS TRUST (미매핑) — $20.43M 434.53K — —
471 RENAISSANCERE HLDGS LTD (미매핑) — $20.42M 63.18K — —
472 J P MORGAN EXCHANGE TRADED F (미매핑) — $20.38M 279.69K — —
473 ISHARES TR (미매핑) — $20.28M 99.00K — —
474 MUELLER INDS INC (미매핑) — $20.01M 352.32K — —
475 VANGUARD CHARLOTTE FDS (미매핑) — $20.00M 426.10K — —
476 INVESCO EXCH TRADED FD TR II (미매핑) — $19.89M 276.41K — —
477 FRANKLIN TEMPLETON ETF TR (미매핑) — $19.89M 693.31K — —
478 TWO RDS SHARED TR (미매핑) — $19.79M 362.59K — —
479 REGENERON PHARMACEUTICALS (미매핑) — $19.59M 37.20K — —
480 ENERGY TRANSFER L P (미매핑) — $19.47M 944.05K — —
481 SPROTT ASSET MANAGEMENT LP (미매핑) — $19.45M 623.44K — —
482 WISDOMTREE TR (미매핑) — $19.43M 327.40K — —
483 SPDR SERIES TRUST (미매핑) — $19.41M 189.94K — —
484 AIR PRODUCTS AND CHEMICALS I (미매핑) — $19.39M 84.06K — —
485 HOST HOTELS & RESORTS INC (미매핑) — $19.34M 899.72K — —
486 DIMENSIONAL ETF TRUST (미매핑) — $19.30M 381.43K — —
487 ISHARES TR (미매핑) — $19.22M 162.22K — —
488 ALPS ETF TR (미매핑) — $19.18M 362.71K — —
489 NORFOLK SOUTHN CORP (미매핑) — $19.04M 114.62K — —
490 DIMENSIONAL ETF TRUST (미매핑) — $18.87M 703.23K — —
491 REALTY INCOME CORP (미매핑) — $18.60M 343.43K — —
492 SPDR SERIES TRUST (미매핑) — $18.49M 351.97K — —
493 PIMCO ETF TR (미매핑) — $18.48M 201.01K — —
494 BLACKROCK ETF TRUST (미매핑) — $18.46M 370.21K — —
495 BERKSHIRE HATHAWAY INC DEL (미매핑) — $18.41M 28 — —
496 HONEYWELL AEROSPACE INC (미매핑) — $18.39M 153.44K — —
497 INNOVATOR ETFS TRUST (미매핑) — $18.38M 389.27K — —
498 AMERICAN CENTY ETF TR (미매핑) — $18.32M 389.09K — —
499 INNOVATOR ETFS TRUST (미매핑) — $18.21M 428.36K — —
500 BANK OF MONTREAL (미매핑) — $18.18M 217.62K — —

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

유사 운용사
운용사공통 보유 종목종목 중복가중 유사도
Mariner, LLC 2728 59.1% 0.7447 비교 ⇄
Truist Financial Corp 2285 51.7% 0.7427 비교 ⇄
Corient Private Wealth LP 2446 55.8% 0.7136 비교 ⇄
Cetera Investment Advisers 3152 57.3% 0.7129 비교 ⇄
Mml Investors Services, Llc 2460 52.9% 0.7076 비교 ⇄
Envestnet Asset Management Inc 3160 57.6% 0.7048 비교 ⇄
Captrust Financial Advisors 2684 61.8% 0.7016 비교 ⇄
Fifth Third Bancorp 3132 62.7% 0.6868 비교 ⇄

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

공시 기록
Oct 13 2026 13F-HR · 기간 Q3 2026

$67.31B · 4,427 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Jul 15 2026 13F-HR · 기간 Q2 2026

$59.79B · 4,384 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Apr 08 2026 13F-HR · 기간 Q1 2026

$49.10B · 3,722 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Jan 08 2026 13F-HR · 기간 Q4 2025

$73.73B · 3,925 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Oct 29 2025 13F-HR · 기간 Q3 2025

$66.14B · 3,831 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Jul 10 2025 13F-HR · 기간 Q2 2025

$60.45B · 3,397 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q3 2026 · 최근 공시 Oct 13, 2026 · 변동 산출 방법론