机构投资人持股和股东
American Electric Power Company, Inc. (AT:AEPC) 有 2534 已向美国证券交易委员会（SEC）提交13D/G或13F表格的机构股东和股东。 这些机构共持有 514,443,525 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, GQG Partners LLC, Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, Geode Capital Management, Llc, and Invesco Qqq Trust, Series 1 .
American Electric Power Company, Inc. (WBAG:AEPC)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of July 10, 2025 is 90.40 / share. Previously, on May 9, 2025, the share price was 92.60 / share. This represents a decline of 2.38% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 370 | 3.35 | 38 | -2.56 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,812 | -2.09 | 1,848 | -7.00 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 737 | 0.82 | 0 | |||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 718,172 | 1.57 | 75 | -3.90 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 41,100 | -5.95 | 4,265 | -10.70 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 822,700 | -5.75 | 85,363 | -10.50 | |||
| 2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 7,700 | -38.40 | 841 | -27.00 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 2,590 | 0.00 | 269 | -5.30 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 6,788 | -10.79 | 704 | -15.28 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 49,285 | 4.92 | 5,385 | 24.31 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 34,309 | -4.41 | 3,560 | -9.23 | ||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,455 | 3.73 | 18,516 | -1.51 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 500 | -23.08 | 52 | -5.56 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 173 | 0.00 | 18 | -5.56 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 7,693 | -10.18 | 798 | -14.65 | ||||
| 2025-05-13 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 13 | -48.00 | 1 | -50.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 1,221 | -4.31 | 127 | -9.35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,595 | -8.72 | 269 | -13.23 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,954 | -98.61 | 306 | -98.65 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 110 | 0 | ||||||
| 2025-08-11 | 13F | 塔桥顾问 | 4,975 | 0.00 | 516 | -4.97 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 4,813 | -1.43 | 499 | -6.38 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 41,297 | 6.86 | 4,285 | 1.49 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 149,136 | -1.37 | 15,474 | -6.35 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 300,918 | 2.15 | 31,223 | -3.00 | ||||
| 2025-08-12 | 13F | 联合银行 | 2,903 | -0.85 | 301 | -5.64 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 5,077 | 0.00 | 527 | -5.05 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 87,908 | -0.32 | 9,121 | -5.34 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,260 | -8.36 | 131 | -13.33 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 49,609 | 4.50 | 5,147 | -0.77 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ERn 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 2,636 | 0.57 | 303 | 8.21 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 8,895 | 5.47 | 923 | 0.11 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 54,864 | 2.86 | 5,693 | -2.33 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 7,310 | 7.25 | 758 | 1.88 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 3,620 | 0.00 | 376 | -5.06 | ||||
| 2025-04-25 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 223,400 | -45.53 | 23,692 | -42.39 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 8,486 | -2.88 | 880 | 9.32 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 31,338 | 103.71 | 3,252 | 93.40 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 1,970 | 0.00 | 204 | -5.12 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 75 | 0.00 | 8 | -12.50 | ||||
| 2025-07-28 | NP | QQA - ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 4,647 | 481 | ||||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,695,352 | -13.77 | 694,710 | -18.12 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 2,230 | 2.91 | 231 | -2.12 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 24,495 | 17.53 | 2,542 | 11.59 | ||||
| 2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,848 | 296 | ||||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 5,924 | 615 | ||||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 4,077 | 7.69 | 423 | 2.42 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 928 | 0.54 | 96 | -4.00 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 59 | 0.00 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 110,000 | 0.00 | 11,414 | -5.04 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,599 | 49.27 | 477 | |||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 839 | 0.96 | 87 | -3.33 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 4,955 | 164.13 | 457 | 123.53 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 116,878 | 0.34 | 12,127 | -4.71 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 4,310 | 447 | -65.11 | |||||
| 2025-08-14 | NP | BVPIX - Baywood ValuePlus 基金机构股票 | 800 | 0.00 | 83 | -4.60 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 37,680 | -0.03 | 3,910 | -5.08 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 73,102 | -0.77 | 7,585 | -5.78 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 359 | 37 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 107 | -18.94 | 11 | -21.43 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 13,135 | 0.00 | 1,363 | -5.09 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 3,122 | -0.03 | 324 | -5.28 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 117,142 | 0.51 | 12,155 | -4.56 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 60,000 | 0.00 | 6,226 | -5.05 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 326,290 | -19.65 | 33,856 | -23.70 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 2,418 | -0.82 | 251 | -6.02 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 2,196 | 0.37 | 228 | -5.02 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 8,891 | -2.20 | 923 | -7.15 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 941 | -52.52 | 98 | |||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 3,579 | -17.10 | 371 | -21.40 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 499 | 0.00 | 52 | -5.56 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 3,337 | 0.00 | 346 | -4.95 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,271 | 24.11 | 2,311 | 17.86 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 8,865 | -19.15 | 917 | -21.08 | ||||
| 2025-06-25 | NP | 道衡全球公用事业收入基金公司 | 154,000 | 0.00 | 16,684 | 10.15 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 36,255 | -0.45 | 3,762 | -5.48 | ||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 1,969 | 0.77 | 204 | -4.23 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 4,878 | 5.81 | 508 | 7.86 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 368,526 | -5.32 | 38,238 | -10.09 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,296 | 0.00 | 446 | -5.12 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 66,097 | 63.29 | 6,858 | 55.05 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 162,373 | 16,848 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 211 | 22 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 5,012 | 111.21 | 523 | 101.93 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 25,308 | 3.08 | 2,626 | -2.13 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 47,020 | -4.68 | 5,094 | 5.01 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,609 | 19.79 | 19,466 | 13.76 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 25,350 | 15.60 | 2,630 | 9.77 | ||||
| 2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 724,479 | 1.21 | 74,976 | -1.24 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 1,369 | -6.43 | 142 | -10.69 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 5,230 | -6.27 | 543 | -11.00 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,378 | -5.60 | 247 | -10.55 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 1,353 | 0.00 | 140 | -4.76 | ||||
| 2025-07-07 | 13F | 西联银行 | 69,236 | -2.42 | 7,184 | -7.35 | ||||
| 2025-08-14 | 13F | 头投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 2,900 | 0.00 | 301 | -5.06 | ||||
| 2025-06-23 | NP | UTPIX - 公用事业 Ultrasector 深度投资者类别 | 3,457 | -2.37 | 375 | 7.47 | ||||
| 2025-03-21 | 13F | 前列腺集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 239,500 | -32.11 | 24,851 | -35.54 | |||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,478,572 | 0.40 | 672,217 | -4.66 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 11,942 | 0.55 | 1,239 | -4.47 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 10,029 | 0.02 | 1,041 | -5.02 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 13,916 | -26.68 | 1,444 | -30.39 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 479,900 | 0.00 | 49,794 | -5.04 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 2,559 | -2.74 | 266 | -7.67 | ||||
| 2025-07-23 | NP | EIPI - FT 能源收入合作伙伴增强收入 ETF | 175,745 | -10.65 | 18,188 | -12.81 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 5,716 | -12.61 | 593 | -15.53 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 1,044,695 | 4.53 | 108,398 | -0.74 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 47,691 | 2.21 | 4,948 | -2.94 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 2,718 | 0.82 | 282 | -4.08 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 24,283 | -6.25 | 2,520 | -10.99 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,894,580 | 22.83 | 196,582 | 16.64 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | 全面投资管理公司 | 51 | 5 | ||||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 13,610 | 1,475 | ||||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 33,466 | -56.38 | 3,472 | -58.58 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 2,117 | -0.89 | 220 | -6.01 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 4,995 | -0.60 | 1 | |||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 419 | 157.06 | 45 | 181.25 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 123,301 | -23.21 | 12,794 | -27.09 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 205,031 | -73.84 | 21,274 | -75.16 | ||||
| 2025-08-14 | 13F | 安盛公司 | 79,111 | 95.69 | 8,209 | 85.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 3,590 | 0.00 | 372 | -5.10 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,000 | 7.53 | 1,035 | 33.76 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 50,975 | 8.58 | 5,289 | 3.12 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 93,567 | -50.90 | 9,709 | -53.37 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 450 | 47 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 7,854 | -1.13 | 889 | 3.26 | ||||
| 2025-07-22 | 13F | 艾略特·芬克尔投资顾问有限责任公司 | 30,504 | -2.74 | 3,165 | -7.65 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 6,802 | 17.26 | 706 | 11.37 | ||||
| 2025-08-14 | 13F | 美国信托投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 85,821 | 5.33 | 8,905 | 0.02 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 7,791 | 3.11 | 806 | 0.62 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,635 | -5.15 | 7,744 | -9.92 | ||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 73,294 | 41.27 | 7,941 | 55.59 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 29,025 | 6.53 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 采石场LP | 2,682 | 84.71 | 278 | 75.95 | ||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 6,760 | -0.73 | 1 | |||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 4,504 | 64.14 | 488 | 81.04 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 6,703 | -88.13 | 695 | -88.73 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 3,976 | 22.11 | 413 | 16.06 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 480,817 | 0.60 | 50 | -5.77 | ||||
| 2025-06-26 | NP | 约翰汉考克税收优惠股息收入基金 | 295,000 | 0.00 | 31,960 | 10.15 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 5,515 | 1.73 | 572 | -3.38 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 61,951 | 3.00 | 6,428 | -2.19 | ||||
| 2025-07-28 | NP | 富国银行公用事业和高收入基金 | 42,859 | -5.21 | 4,435 | -7.49 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 2,109 | 0.00 | 219 | -5.22 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 123,608 | 0.55 | 12,792 | -1.87 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 250 | 0.00 | 26 | -7.41 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 14,659 | -2.44 | 1,521 | -7.31 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 5,770 | 45.63 | 599 | 38.11 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 1,088,876 | -6.54 | 112,982 | -11.26 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 70,834 | -0.35 | 7 | 0.00 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 41,377 | -0.62 | 4,282 | -3.01 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 41,600 | 7.59 | 4,305 | 5.00 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 191 | -1.04 | 20 | -9.52 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 614,319 | -14.33 | 63,742 | -18.65 | ||||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 12,240 | 0.00 | 1,270 | -5.01 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 276 | 2.22 | 29 | -3.45 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,890 | 146.93 | 1,545 | 188.06 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 2,236 | 0.31 | 232 | -4.94 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 153 | 16 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 414 | -5.69 | 45 | 2.33 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 2,550 | -11.64 | 276 | -2.47 | ||||
| 2025-05-20 | NP | INCE - 富兰克林自由美国低波动率 ETF | 9,702 | 0.00 | 1,060 | 18.57 | ||||
| 2025-07-29 | 13F | 斯普伦资本管理公司 | 14,810 | -0.83 | 1,537 | -5.82 | ||||
| 2025-07-16 | 13F | 雷兹尼财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 432 | 8.00 | 44 | 2.33 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 276 | 29 | ||||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 965 | 37.86 | 100 | 31.58 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 10,900 | 84.75 | 1,131 | 75.47 | |||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 226 | 0.00 | 23 | -4.17 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 17,900 | 4.68 | 1,857 | -0.59 | |||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 3,412 | -9.88 | 0 | |||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 22,951 | -5.91 | 2,381 | -10.66 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 29,916 | 4.86 | 3,096 | 2.35 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 831,349 | 6.71 | 86,261 | 1.33 | ||||
| 2025-04-23 | NP | Voya 基础设施、工业和材料基金 | 1,851 | -60.03 | 196 | -53.00 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 174 | 0.00 | 18 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 27,218 | -12.66 | 3 | -33.33 | ||||
| 2025-07-30 | NP | ARCHX - 阿切尔平衡基金 | 3,400 | 0.00 | 352 | -2.50 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 84,846 | 0.00 | 8,804 | -5.05 | ||||
| 2025-06-26 | NP | FASEX - Nuveen 中型价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,948 | 0.00 | 7,795 | 10.15 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 7 | 133.33 | 1 | |||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 42 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 12,493 | 3.91 | 1,296 | -1.29 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 8 | 60.00 | 1 | |||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 6,387 | -5.56 | 663 | -10.30 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,190 | -18.21 | 123 | -22.15 | ||||
| 2025-05-15 | 13F | Evercore财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 184 | 0.00 | 19 | -5.00 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 3,429 | 0.00 | 356 | -5.08 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,216 | 4.82 | 333 | 2.15 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 9,778 | 8.78 | 1,015 | 3.26 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 2,646 | 0 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 公用事业系列初始类别 | 403,251 | 7.22 | 41,841 | 1.82 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 254,180 | -11.41 | 26,374 | -15.88 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 8,500 | 17.00 | 921 | 28.85 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 2,257 | 21.54 | 234 | 15.84 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 13,816 | 1.04 | 1,497 | 11.31 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 86,687 | 0.25 | 8,995 | -4.81 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,728 | 4.78 | 3,871 | 15.42 | ||||
| 2025-07-18 | 13F | 联合银行 | 12,432 | -0.62 | 1,290 | -5.64 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 2,093 | 5.87 | 217 | 0.46 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 2,472 | 1.52 | 256 | -3.76 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 10,000 | 1,083 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 9,927 | -1.33 | 1,030 | -6.28 | ||||
| 2025-05-12 | 13F | 绿地资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 57,923 | 0.10 | 6,010 | -4.94 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 6,771 | 0.00 | 703 | -5.01 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 16,554 | -2.15 | 1,718 | -7.09 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,616,500 | 7.62 | 167,728 | 2.20 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 825 | 285.51 | 86 | 269.57 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 11,980 | -16.22 | 1,243 | -20.42 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,969,942 | -3.40 | 204,401 | -8.27 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 43,607 | -2.02 | 4,513 | -4.39 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 11,888 | -98.79 | 1,233 | -98.86 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 9,000 | 934 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 250 | 0.00 | 26 | -7.41 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 5,092 | 4.54 | 528 | -0.75 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,382 | 0.22 | 0 | |||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 74,422 | 7,722 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 3,303 | 1.16 | 343 | -3.93 | ||||
| 2025-08-13 | 13F | 堡垒金融解决方案有限责任公司 | 3,646 | -0.90 | 378 | -5.74 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 216,681 | 20.98 | 22,483 | 14.87 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 2,130 | -3.27 | 221 | -8.33 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 3,094 | -5.41 | 323 | -9.80 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 16,694 | -53.77 | 1,732 | -56.10 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 6,302 | 1.06 | 654 | -4.11 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 6,878 | -0.82 | 714 | -5.81 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 182,261 | 0.00 | 18,911 | -5.04 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 104 | 11 | ||||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 120 | 0.00 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 2,843 | 10.15 | 295 | 4.61 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 320,877 | -3.88 | 33,294 | -8.73 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 22,672 | -1.06 | 2,352 | -6.03 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 6,238 | -17.66 | 1 | |||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 193,387 | 1.82 | 20,066 | -3.32 | ||||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 57,667 | -2.06 | 5,984 | -7.00 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 27,809 | -1.53 | 2,885 | -6.48 | ||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 20,400 | 2,111 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 129,155 | -1.96 | 13,401 | -6.91 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 17,753 | 13.13 | 1,842 | 7.47 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 45,089 | 44.60 | 4,678 | 37.31 | ||||
| 2025-08-27 | NP | 杰克逊实物资产基金 | 25,079 | 0.00 | 2,602 | -5.04 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 22,325 | 0.84 | 2,419 | 11.07 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 310 | 3,000.00 | 32 | 3,100.00 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 4,670 | -33.40 | 485 | -36.81 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,379 | 10.06 | 141 | 3.68 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 50,295 | 211.39 | 5,219 | 195.80 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 4,475 | 0.00 | 464 | -4.92 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 2,049 | -12.66 | 213 | -1.85 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 109,471 | 30.58 | 11,359 | 24.00 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 55,413 | -2.00 | 5,750 | -6.94 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 15,896 | 28.71 | 1,798 | 33.28 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 463 | -6.09 | 48 | -9.43 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,901 | -3.45 | 197 | -8.37 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 535,816 | 3.04 | 55,452 | 0.55 | ||||
| 2025-08-26 | NP | JXI - iShares 全球公用事业 ETF | 51,644 | 7.86 | 5,359 | 2.43 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 6,789 | -6.15 | 704 | -10.89 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 2,139,092 | -17.33 | 231,749 | -8.95 | ||||
| 2025-08-01 | 13F | FSA 顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 2,616,014 | 170.03 | 270,922 | 155.93 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 100 | -92.31 | 10 | -92.96 | |||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 3,403 | -68.36 | 353 | -69.96 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 300 | -93.62 | 31 | -93.96 | |||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 47,628 | 22.16 | 4,942 | 15.99 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 1,686 | 4.33 | 175 | -1.14 | ||||
| 2025-08-15 | 13F/A | 莫内科顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 11,850 | 6.04 | 1,230 | 0.66 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 中央信托公司 | 14,140 | -0.98 | 1,467 | -5.96 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 72,437 | 4.79 | 7,516 | 7.36 | ||||
| 2025-03-31 | NP | FULVX - 富达美国低波动股票基金 | 2,451 | -20.94 | 241 | -21.24 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 4,017 | -9.81 | 417 | -14.40 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 8,179 | 0.00 | 894 | 0.00 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 2,099 | -1.27 | 218 | -6.47 | ||||
| 2025-04-29 | 13F | 普罗菲特古德森公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 4,109 | -3.93 | 436 | 1.87 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 6,451 | 1 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 14,781 | 120.12 | 1,534 | 109.14 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 6,249 | -61.09 | 648 | -63.06 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 8,053 | -0.30 | 836 | -3.36 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 791 | 12.68 | 82 | 7.89 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 117 | 13 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,680 | 17.48 | 174 | 11.54 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 230 | 0.00 | 26 | 4.00 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 30,310 | -4.92 | 3,145 | -9.70 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 30 | -6.25 | 3 | 0.00 | ||||
| 2025-07-29 | NP | CVFCX - 先锋纪律价值基金：A 类 | 90,922 | -1.35 | 9,410 | -3.72 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 6,638 | 0.76 | 689 | -4.31 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 17,715 | -0.98 | 1,838 | -5.94 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 227 | 49.34 | 24 | 43.75 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 46 | 5 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 5,399 | -72.70 | 560 | -74.09 | ||||
| 2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 1,192,715 | 11.17 | 123,756 | 5.57 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,193 | 3.60 | 331 | -1.49 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 3,431 | 14.37 | 356 | 8.87 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 389 | 0.26 | 0 | |||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 2,215 | 7.26 | 230 | 4.09 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 463 | 0.00 | 48 | -4.00 | ||||
| 2025-05-29 | NP | JVMAX - 约翰汉考克纪律价值中盘基金 A 类 | 643,287 | -27.32 | 70,292 | -13.89 | ||||
| 2025-08-05 | 13F | 马西斯公司 | 3,500 | 0.00 | 0 | |||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 13,908 | -0.69 | 1,443 | -5.69 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 6,323,431 | -2.44 | 656,119 | -7.36 | ||||
| 2025-05-14 | 13F | 世邦魏理仕歌乐证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 60,300 | -22.19 | 6,257 | -26.12 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 105,000 | 0.00 | 10,895 | -5.05 | |||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 23,992 | 203.93 | 2,489 | 188.75 | ||||
| 2025-05-15 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-03-28 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类 | 266,021 | -34.44 | 26,166 | -34.71 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 2,158 | -8.44 | 224 | -13.23 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 3,376 | 350 | ||||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 11,241 | 8.36 | 1,166 | 2.91 | ||||
| 2025-07-17 | 13F | 仅收费财务规划，LC | 4,769 | 0.00 | 495 | -5.18 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 2,144 | -4.67 | 225 | -6.28 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 2,300 | -79.30 | 239 | -80.40 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 7,447 | 45.65 | 807 | 60.56 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,181,953 | 0.91 | 128,053 | 11.15 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 54,610 | 1.14 | 5,666 | -3.95 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 20,422 | 13.54 | 2,119 | 7.79 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 16,569 | -1.33 | 1,719 | -6.27 | ||||
| 2025-08-11 | 13F | 信托银行 | 20,143 | 1.93 | 2,090 | -3.20 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 4,421 | -4.95 | 459 | -9.84 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 48,031 | -2.02 | 4,984 | -6.96 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 16,022 | 36.95 | 1,662 | 30.05 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 143 | -62.57 | 15 | -65.85 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 6,138 | 12.01 | 637 | 6.35 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 5,500 | 0.00 | 571 | -5.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 355,254 | 4.71 | 36,861 | -0.57 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 699 | 4.80 | 76 | 24.59 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 5,510 | -5.16 | 602 | 12.52 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 217,000 | 0.00 | 22,516 | -5.04 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 101 | 0.00 | 10 | -9.09 | ||||
| 2025-06-25 | NP | Dnp精选收入基金公司 | 608,162 | 0.00 | 65,888 | 10.15 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 194,283 | 18.47 | 20,159 | 12.50 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 133,346 | -7.69 | 13,836 | -12.35 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,659 | -14.36 | 1,310 | -16.40 | ||||
| 2025-06-25 | NP | EMLP - 第一信托北美能源基础设施基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 641,096 | -11.64 | 69,456 | -2.67 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 614 | -1.92 | 64 | -7.35 | ||||
| 2025-07-24 | 13F | 康宁公司 | 3,759 | -2.72 | 390 | -7.58 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113,353 | 13.41 | 11,731 | 10.67 | ||||
| 2025-08-07 | 13F | 佩登和里格尔 | 2,500 | 0.00 | 0 | |||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 20,460 | -1.32 | 2,123 | -6.31 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 10,300 | -4.63 | 1,069 | -9.49 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 5,050 | 524 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a) | 252,317 | 12.20 | 26,180 | 6.54 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 19,680 | -5.97 | 2,042 | -10.76 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 407 | 0.00 | 42 | -4.55 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,024 | 78.81 | 625 | 69.84 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 305,306 | 0.73 | 31,596 | -1.70 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 15,498 | -4.01 | 1,679 | 5.73 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 3,867 | 0.00 | 401 | -3.37 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,890,177 | -11.29 | 196,125 | -15.76 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 7,384 | 10.79 | 773 | 10.90 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 3,360,043 | 1.01 | 348,638 | -4.08 | ||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 16,687 | 0.00 | 1,731 | -5.05 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 120 | -72.54 | 12 | -74.47 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 1,046 | -1.78 | 109 | -6.90 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 6,223 | 14.12 | 646 | 8.40 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 9,385 | 0.00 | 974 | -5.07 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 8,208 | -58.91 | 852 | -61.00 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 20,491 | 862.92 | 2,126 | 816.38 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 331 | -19.27 | 34 | -22.73 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,118 | 0.00 | 116 | -2.54 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 330,048 | -3.19 | 34,246 | -8.08 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 505,265 | -0.92 | 52,426 | -5.92 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 23,798 | -27.72 | 2,470 | -31.36 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,140 | 8.26 | 842 | 5.65 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 266 | 0.00 | 28 | -6.90 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 3,374,724 | 4.48 | 350,161 | -0.79 | ||||
| 2025-06-26 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 653,063 | 1.06 | 70,753 | 11.31 | ||||
| 2025-06-24 | NP | SVAAX - 联合战略价值股息基金 A 类股票 | 2,108,625 | -3.87 | 228,448 | 5.88 | ||||
| 2025-08-14 | 13F | 联信银行 | 169,881 | 0.26 | 17,627 | -4.80 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 2,369 | 0.00 | 246 | -5.04 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,856 | -0.49 | 312 | 18.18 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 11,605 | 0.00 | 1,257 | 10.17 | ||||
| 2025-05-30 | NP | VPVGMMV - PIMCO 全球管理资产配置投资组合管理级 | 3,400 | 240.00 | 372 | 303.26 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 9,727 | -3.48 | 1,009 | -8.36 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 141,095 | 602.10 | 14,640 | 566.97 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 320 | -28.25 | 33 | -31.25 | ||||
| 2025-07-15 | 13F | 麦卡锡与考克斯 | 2,984 | 3.90 | 310 | -1.28 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 3,664 | 1.05 | 380 | -3.06 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 46,170 | 4.43 | 5,002 | 15.04 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 15,649 | -1.85 | 1,695 | 8.10 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 8,188 | 0.26 | 850 | -2.75 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 5,044 | 0.80 | 523 | -4.21 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 40,788 | -11.51 | 4,419 | -2.54 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 7,632 | 0.10 | 792 | -5.04 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,756 | 23.96 | 1,424 | 21.00 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 16,586 | -2.52 | 1,797 | 7.35 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 31,837 | -8.47 | 3,449 | 0.82 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 43,377 | 5.53 | 4,501 | 0.20 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 5,294 | 79.76 | 549 | 71.03 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 9,175 | -6.40 | 952 | -11.11 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 5,315 | -0.88 | 1 | |||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 1,190 | 70.24 | 129 | 88.24 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 26,881 | 1.66 | 2,789 | -3.46 | ||||
| 2025-08-14 | 13F | 南岸银行 | 5,287 | -2.96 | 549 | -7.90 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,375 | -99.05 | 0 | -100.00 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 108,172 | -2.42 | 11,224 | -7.34 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 3,676 | -16.59 | 381 | -20.79 | ||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,703 | 37.12 | 5,053 | 30.20 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 1,279 | 132 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 1,282,900 | 73.98 | 133,114 | 65.20 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 47,825 | 1.55 | 4,962 | -3.58 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 119 | 12 | ||||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 2,455,364 | -2.76 | 254,106 | -5.11 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,299,883 | 15.23 | 134,443 | 9.27 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 6,188 | 8.03 | 642 | 2.72 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,674,476 | 0.87 | 173,726 | -4.21 | ||||
| 2025-08-14 | 13F | DC投资管理有限责任公司 | 18,232 | 0.00 | 1,892 | -5.07 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 33,066 | -23.17 | 3,431 | -27.05 | ||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 74,000 | -13.95 | 8,017 | -5.21 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 2,903 | 0.10 | 301 | -4.75 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 36,662 | -22.11 | 4 | -40.00 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 12 | 1 | ||||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 3,028 | -16.47 | 344 | -13.13 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,328 | 0.00 | 144 | 0.00 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 2,139 | -4.72 | 222 | -9.80 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 1,010 | 0.00 | 105 | -5.45 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,450 | -22.83 | 150 | -26.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 112,842 | 0.00 | 11,708 | -5.04 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 56,331 | -3.83 | 5,845 | -8.69 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 36,935 | 6.94 | 3,832 | 1.54 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 74 | 0.00 | 8 | -12.50 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 62,846 | -2.03 | 6,809 | 7.91 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 4,807 | 0.21 | 499 | -4.96 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 55 | 6 | ||||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 323,117 | -0.66 | 33,527 | -5.67 | ||||
| 2025-07-21 | 13F | F&V 资本管理有限责任公司 | 130,257 | -0.61 | 14 | -7.14 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 142,776 | 15.66 | 14,814 | 9.83 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 11,461 | 3.18 | 1,215 | 0.16 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 240 | 0.00 | 25 | -7.69 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 2,050 | 0.00 | 213 | -5.36 | ||||
| 2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 16,785 | 18.83 | 1,818 | 30.89 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 2,683 | 10.91 | 278 | 5.30 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 252 | -60.19 | 26 | -62.69 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 460 | -66.20 | 50 | -63.16 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 200 | 0.00 | 0 | |||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 104,292 | 3.38 | 11,299 | 13.87 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 27,751 | -9.15 | 2,879 | -13.72 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 52,139 | 389.29 | 5,410 | 364.69 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 3,028 | 34.22 | 314 | 27.64 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 155 | -15.30 | 16 | -15.79 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 1,244,640 | 318.76 | 129,144 | 297.64 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 2,125 | 220 | ||||||
| 2025-05-15 | 13F | PharVision 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 2,140 | 0.00 | 223 | -4.29 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 2,157 | 9.88 | 224 | 4.21 | ||||
| 2025-07-24 | 13F | 本德罗伯特事务所 | 2,050 | 0.00 | 213 | -5.36 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 2,172 | 0.18 | 225 | -4.66 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 8,189 | -4.93 | 850 | -9.78 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,147 | -5.71 | 223 | -10.48 | ||||
| 2025-06-25 | NP | DPREX - 特拉华全球上市实物资产基金 A 类 | 5,812 | 630 | ||||||
| 2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 23,435 | 0.52 | 2,425 | -1.90 | ||||
| 2025-07-29 | 13F | 伯明翰资本管理公司/等 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,454 | -0.04 | 27,459 | 10.10 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 44,866,219 | 1.62 | 4,655,319 | -3.50 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 3,755 | -21.57 | 390 | -25.62 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 80 | 9 | ||||||
| 2025-04-25 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,376 | 888 | ||||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 1,775 | 0.00 | 184 | -4.66 | ||||
| 2025-07-23 | 13F | 第一招商局 | 2,816 | 0.00 | 292 | -4.89 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 38,665 | 3.44 | 4,012 | -1.79 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 2,360 | 5.59 | 245 | 0.00 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,675 | -1.46 | 14,157 | 8.54 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 16,478 | 0.86 | 1,785 | 11.08 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 559,775 | 10.92 | 58,082 | 5.33 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 734,595 | 11.50 | 76,222 | 5.87 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 270 | 1.12 | 28 | -6.90 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 36,926 | 3,831 | ||||||
| 2025-08-13 | 13F | 第1832章 | 26,340 | 39.88 | 2,733 | 32.86 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 5,376 | 1.90 | 558 | -3.30 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 45 | 125.00 | 5 | 100.00 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,125 | -4.34 | 117 | -9.37 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 141 | 0.00 | 15 | -6.67 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 106,953 | 7.60 | 11,097 | 2.17 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 108,987 | -1.69 | 11,308 | -6.65 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 11,399 | 17.90 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 8,217 | 2.74 | 853 | -2.41 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 55,938 | 11.56 | 5,804 | 5.95 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 2,106 | 0.72 | 219 | -4.39 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 4,253 | -54.85 | 441 | -57.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 25,498 | -3.13 | 2,646 | -8.03 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 3,905 | 0.00 | 405 | -4.93 | ||||
| 2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 10,695 | -26.72 | 1,052 | -27.06 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 45 | 0.00 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,706 | 5.53 | 592 | 0.34 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 2,786 | -0.04 | 289 | -4.93 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 23,100 | 0.00 | 2,397 | -5.07 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 6,500 | 0.00 | 673 | -2.47 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 3,779 | -1.41 | 392 | -6.22 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 农商投资公司 | 63,486 | -3.02 | 6,587 | -7.91 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 22,055 | 15.09 | 2,282 | 12.30 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 3,539 | 3.63 | 367 | -1.61 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | URAN - 主题铀与核 ETF | 3,815 | 8.20 | 396 | 2.60 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 306,111 | 0.28 | 31,762 | -4.77 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,634 | 5.44 | 273 | 0.37 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 76,929 | 6.73 | 7,982 | 1.36 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 59,158 | -1.56 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,200,718 | -1.86 | 124,587 | -6.81 | ||||
| 2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 3,076 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | HMV 财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,058 | 13.76 | 317 | 8.19 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,771 | 0.00 | 184 | -5.18 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 33,600 | 48.94 | 3,486 | 41.42 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 48 | 0.00 | 5 | -20.00 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 19,839 | 91.11 | 2,042 | 81.58 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 2,453 | -18.34 | 255 | -22.56 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 7,770 | 0.00 | 806 | -5.06 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,730 | 1.65 | 180 | -3.24 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 七大经理有限公司 | 150,000 | 0.00 | 15,564 | -5.04 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 138,367 | 9.18 | 14,991 | 20.27 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 2,009 | 0.00 | 207 | -5.48 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 300 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,977 | -6.82 | 338 | 2.74 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 312,405 | 8.64 | 32,415 | 3.17 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 174 | 397.14 | 18 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 11,458 | -0.20 | 1,189 | -5.26 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 420 | -4.11 | 44 | -8.51 | ||||
| 2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,078 | -33.33 | 5,907 | -34.94 | ||||
| 2025-07-21 | 13F | 111资本 | 3,403 | -76.78 | 353 | -77.95 | ||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 151,922 | 16,601 | ||||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 21,900 | 4.55 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 4,059,758 | -19.34 | 421,240 | -23.41 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 2,860 | 39.24 | 297 | 35.16 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,287 | 60.27 | 237 | 52.90 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 25,985 | -7.96 | 2,815 | 1.40 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 220,564 | 1.74 | 22,886 | -3.39 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 307,967 | 2.94 | 31,955 | -2.25 | ||||
| 2025-03-31 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,499 | 5.25 | 2,705 | 4.81 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 5,226 | 3.96 | 546 | 1.87 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 4,368 | -4.61 | 453 | -9.40 | ||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 1,812,530 | 29.04 | 188,068 | 22.54 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 7,334 | 2.73 | 761 | -2.44 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 431,599 | 1.28 | 44,783 | -3.83 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 9,508 | 32.87 | 987 | 26.25 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,337 | -21.12 | 145 | -13.25 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 31,482 | 1.55 | 3,266 | -3.57 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 43,196 | 0.79 | 4,482 | -4.29 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 180 | 0.00 | 19 | -5.26 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 14,700 | 9.29 | 1,525 | 3.81 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 87 | 1.16 | 10 | 28.57 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 9,082 | 34.49 | 940 | 31.15 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 3,116 | -0.86 | 323 | -5.83 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 4,550 | 3.22 | 472 | -1.87 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 418 | 2,512.50 | 43 | 4,200.00 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 51,906 | 5.32 | 5,386 | 0.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 39,331 | 4,081 | ||||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 3,502 | -31.96 | 363 | -35.41 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 4,593 | -83.85 | 477 | -84.68 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 596 | -7.02 | 65 | 1.59 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 128,768 | 1.97 | 13,361 | -3.17 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 15,000 | 0.00 | 1,556 | -5.06 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 282,250 | 4.00 | 29,299 | -1.24 | ||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 110,000 | -8.71 | 11,917 | 0.55 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 2,297 | 0.44 | 242 | -2.43 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 15 | 2 | ||||||
| 2025-08-12 | 13F | 奥兹克银行 | 5,756 | 0.00 | 597 | -4.94 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,943 | 1,202.21 | 319 | 1,345.45 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 3,240 | 336 | ||||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 27,525 | 2,856 | ||||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 8,659 | -1.14 | 898 | -6.17 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 12,168 | -6.50 | 1,263 | -11.25 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 5,080 | 0.00 | 527 | -5.05 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 11,583 | 18.47 | 1,199 | 15.64 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 115,590 | 5.93 | 12,523 | 16.68 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 66 | 17.86 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 6,025 | 0.02 | 625 | -5.02 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,905 | -6.17 | 1,543 | -8.43 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 174,129 | 0.53 | 18,865 | 10.73 | ||||
| 2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 112,774 | -17.15 | 12,218 | -8.74 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 5,494 | -2.40 | 570 | -7.32 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 165 | -3.51 | 17 | -5.56 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 6,650 | 0.00 | 690 | -4.96 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 421 | -16.47 | 44 | -18.87 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 9,086 | 4.89 | 943 | -0.42 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 16,211 | 1,682 | ||||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 64,233 | 3.63 | 6,665 | -1.59 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 24,434 | -42.47 | 2,535 | -45.37 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,366 | -5.71 | 557 | -10.47 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 66,576 | 6.94 | 6,908 | 1.54 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 9,851 | 7.70 | 1,044 | 9.21 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 576 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 西蒙斯银行 | 27,158 | -3.13 | 2,818 | -8.03 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,519,751 | 39.72 | 157,689 | 32.68 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 5,453 | 12.95 | 591 | 24.47 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 12,622 | -4.98 | 1,310 | -9.79 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 1,201 | 130 | ||||||
| 2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 美国金融组合公司 | 29,331 | 3,043 | ||||||
| 2025-06-26 | NP | CBLS - Clough 对冲股票 ETF | 6,500 | 704 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 235,936 | 4.78 | 24 | 0.00 | ||||
| 2025-08-07 | 13F | 哈特福德基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 46,141 | 2.14 | 4,788 | -3.02 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 29,753 | 50.49 | 3,223 | 65.79 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 10,700 | 16.41 | 1,175 | 19.67 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 国家资产管理公司 | 3,886 | -86.70 | 403 | -85.04 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 5,900,000 | -15.49 | 612,184 | -19.75 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 25,190 | 3.34 | 2,614 | -1.88 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 4,799,534 | 1.25 | 498,008 | -3.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 4,306 | 0.00 | 447 | -5.11 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 372,418 | 76.38 | 38,643 | 67.49 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 4,693 | 486 | ||||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 1,187 | 8.40 | 130 | 29.00 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,123 | 0.66 | 220 | -4.35 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 8,208 | 2.57 | 852 | -2.63 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 63,006 | -1.33 | 6,538 | -6.31 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 2,105 | 14.96 | 218 | 9.00 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,344 | -52.42 | 139 | -54.87 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 22,026 | 0.61 | 2,285 | -4.47 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 39,915 | -1.62 | 4,142 | -6.59 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 651,885 | 6.36 | 67,640 | 1.00 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 61,889 | 4.17 | 6,422 | -1.09 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 185,534 | 4.12 | 19,251 | 1.01 | ||||
| 2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 2,452 | 0.00 | 254 | -4.87 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 30,241 | 3,138 | ||||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 4,270 | 443 | ||||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 6,651 | -2.92 | 690 | -7.75 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,855 | -25.44 | 0 | |||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 757 | 0.13 | 79 | -4.88 | ||||
| 2025-08-21 | NP | GLIFX - Lazard 全球上市基础设施投资组合机构股票 | 1,651,928 | -58.92 | 171,404 | -60.99 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 3,476 | -1.14 | 361 | -6.25 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 4,442 | 31.38 | 0 | |||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 2,376 | 247 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 93,940 | 2.12 | 10,177 | 12.48 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 4,707 | 0.00 | 488 | -5.06 | ||||
| 2025-08-07 | 13F | 商业银行 | 646,119 | 30.03 | 67,041 | 23.48 | ||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 349,087 | -5.58 | 36,221 | -10.34 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 4,969 | 0.34 | 516 | -4.81 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 23,072 | 5.98 | 2,394 | 0.63 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 8,579 | -60.59 | 890 | -62.57 | ||||
| 2025-07-21 | 13F | 安角储蓄银行 | 9,292 | 245.17 | 964 | 227.89 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 3,057 | 317 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,030 | -68.11 | 107 | -69.89 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 7,802,211 | 5.87 | 809,557 | 0.53 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,051 | 106.08 | 109 | 100.00 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 21,820 | -1.94 | 2,264 | -6.87 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 3,212 | 333 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 2,713 | 41.82 | 281 | 35.10 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 170,667 | 14.06 | 17,708 | 8.31 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 13,284 | 1.81 | 1,378 | -3.30 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,113 | 67.74 | 427 | 59.55 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 61,235 | 6,354 | ||||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 4,005 | 0.00 | 416 | -5.03 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 8,280 | 88.01 | 859 | 78.59 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 46,741 | 2.88 | 4,850 | -2.32 | ||||
| 2025-03-31 | NP | FBLEX - 富达系列选股大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 640,100 | 16.57 | 62,960 | 16.11 | ||||
| 2025-08-21 | NP | NODE - 链上经济 ETF | 719 | 75 | ||||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 35 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 6,250 | -3.99 | 648 | -8.86 | ||||
| 2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 26,186 | -14.84 | 2,837 | -6.22 | ||||
| 2025-05-12 | 13F | 朗费罗投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 3,330 | 8.12 | 346 | 2.68 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 3,940 | 0.00 | 409 | -5.12 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 6,452,291 | -7.80 | 669,489 | -12.45 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 3,700 | 383 | ||||||
| 2025-08-05 | 13F | 机械资本公司 | 13,676 | 1,419 | ||||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 2,305 | 239 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 80,390 | -7.48 | 8,341 | -12.14 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 2,800 | 0.00 | 291 | -3.33 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 31,424 | 17.88 | 3,261 | 11.95 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 51,300 | 53.59 | 5,323 | 45.85 | |||
| 2025-06-18 | NP | RGIAX - 全球基础设施基金 A 类 | 48,782 | -19.38 | 5,285 | -11.19 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 9,365 | 3.77 | 972 | -1.52 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 36,300 | 72.86 | 3,766 | 64.17 | |||
| 2025-06-13 | NP | AIAFX - 安本全球基础设施基金 A 级 | 5,913 | -19.75 | 641 | -11.60 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 11,985 | 10.40 | 1,244 | 4.81 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 183,006 | -63.44 | 18,989 | -65.28 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,284 | 0.00 | 237 | -4.82 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 20,940 | 9.26 | 2,173 | 3.72 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 8,234 | 3.91 | 854 | -1.27 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 125,626 | 513.59 | 13,035 | 482.66 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,598,412 | 9.98 | 165,420 | 7.32 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 1,334 | 145 | ||||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 109,935 | -22.88 | 11,407 | -26.78 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 1,761 | 0.00 | 183 | -5.21 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 26,518 | 0.00 | 2,752 | -5.04 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 2,631 | 0.00 | 273 | -5.23 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 2,848 | 0.39 | 296 | -4.84 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 41,169 | 0.78 | 4,272 | -4.30 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 52,378 | -65.68 | 5 | -68.75 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 113,717 | 15.79 | 11,799 | 9.95 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 14,000 | -11.39 | 1,453 | -15.87 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 25,200 | -30.77 | 2,615 | -34.27 | |||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,934,640 | -4.33 | 200,738 | -9.16 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 147,148 | -15.48 | 15,268 | -19.74 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 125,000 | 0.00 | 12,970 | -5.04 | |||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 56 | 6 | ||||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 16,038 | 0.00 | 1,660 | -2.41 | ||||
| 2025-06-30 | NP | QTR - Global X 纳斯达克 100 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85 | -27.35 | 9 | -18.18 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -1,232 | 1,316.09 | -128 | 1,311.11 | |||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 365 | -9.65 | 38 | -15.91 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 307 | 0.33 | 32 | -6.06 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 64,317 | 0.08 | 6,674 | -4.97 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,000 | 104 | |||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 5,344 | -1.51 | 584 | 16.60 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 7,188 | 20.97 | 746 | 16.93 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 63,251 | -2.41 | 6,563 | -7.34 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,661 | 29.00 | 380 | 22.26 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 4,789 | 35.40 | 497 | 28.76 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 731 | 76 | ||||||
| 2025-06-26 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 891,142 | -20.04 | 96,546 | -11.93 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 35,748 | -13.76 | 3,709 | -18.11 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 358 | 0.00 | 39 | 8.57 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 4,036 | 2.31 | 419 | -3.02 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 8,800 | -5.38 | 913 | -10.14 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 140,457 | 10.41 | 15,217 | 21.62 |
