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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| 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 | ||||
| 2025-07-17 | 13F | 克莱因帕夫利斯和皮斯利金融公司 | 8,729 | 81.36 | 906 | 73.70 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 4,488 | -5.62 | 466 | -10.40 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced：金彩虹基金零售类 | 19,082 | 50.36 | 1,980 | 42.78 | ||||
| 2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 9,130 | -12.76 | 945 | -14.88 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 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 | 38,448 | -1.38 | 4,165 | 8.63 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 439 | 644.07 | 0 | |||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 26,430 | 0.00 | 2,742 | -5.06 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 185,753 | 3.74 | 19,239 | -1.37 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,001 | 104 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,789 | -94.41 | 186 | -94.71 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 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 | 92,600 | 612.31 | 9,608 | 576.62 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 283 | 26.91 | 29 | 20.83 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 584,259 | -1.86 | 63,299 | 8.10 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 81,449 | -1.20 | 8,451 | -6.18 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 34,724 | 13.13 | 3,603 | 7.43 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 9,937 | 1,031 | ||||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 2,112 | 0 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 12 | 1 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 105,700 | 609.40 | 10,967 | 573.65 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 208,033 | 3.43 | 21,586 | -1.78 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 121 | -9.70 | 13 | -14.29 | ||||
| 2025-07-22 | 13F | 衡量风险投资组合有限公司 | 19,508 | -3.13 | 2,024 | -8.00 | ||||
| 2025-07-30 | NP | 库欣复兴基金 | 17,000 | 0.00 | 1,759 | -2.39 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 21,000 | 0.48 | 2,179 | -4.60 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,277,519 | -1.58 | 340,075 | -6.55 | ||||
| 2025-08-28 | NP | DODWX - 道奇考克斯全球股票基金 | 729,400 | -13.86 | 75,683 | -18.21 | ||||
| 2025-04-25 | NP | FEIAX - 富达顾问股票收益基金 A 类 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 | 52,000 | -47.79 | 5,515 | -44.56 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 6,145 | -0.55 | 638 | -5.63 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 17,576 | 2.05 | 1,824 | -3.08 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 2,739 | 0.00 | 284 | -5.02 | ||||
| 2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 3,199 | 0.00 | 331 | -2.36 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 4,879 | 54.25 | 505 | 50.45 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 5,659 | 6.33 | 586 | 3.72 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 8,196 | 10.80 | 850 | 5.20 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 2,154 | -12.76 | 223 | -17.10 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 232 | -40.97 | 24 | -42.86 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 29,062 | 22.80 | 3 | 50.00 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 4,235 | 0.00 | 439 | -4.98 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 1,325 | -2.14 | 137 | -4.20 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 2,518 | 261 | ||||||
| 2025-04-22 | 13F | 哈特兰银行信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 23 | -4.17 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 25 | -34.21 | 3 | -50.00 | ||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,464 | 256 | ||||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 4,754 | 3.94 | 493 | -1.20 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 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 | 250,917 | 0.00 | 27,184 | 10.15 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 90,094 | 20.08 | 9,845 | 42.27 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 19,712 | 1.46 | 2,045 | -3.63 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 9,123 | 3.88 | 947 | -1.36 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 460 | 0.00 | 48 | -6.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 6,174 | -82.25 | 641 | -83.16 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 180 | 0.00 | 20 | 18.75 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 3,089 | 0.03 | 320 | -5.04 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,999 | -2.44 | 207 | -7.17 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 26,270 | 2,726 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 48,600 | 215.58 | 5,043 | 199.76 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 21,300 | 227.69 | 2,210 | 211.27 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 20,036 | 669.14 | 2,079 | 631.69 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 9,325 | 2.19 | 968 | -3.01 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 56,852 | 126.11 | 5,899 | 114.71 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 149,800 | 15,543 | |||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 534 | 36.92 | 55 | 34.15 | ||||
| 2025-08-13 | 13F | 平衡财富集团有限公司 | 1,957 | 0.41 | 221 | 4.25 | ||||
| 2025-06-26 | NP | CBSE - Clough 精选股票 ETF | 5,264 | 570 | ||||||
| 2025-07-28 | 13F | 邓克街公司 | 941 | 0.00 | 98 | -4.90 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 191 | 0.00 | 20 | -5.00 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 277 | -0.36 | 29 | -6.67 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 50 | 5 | ||||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 15,695 | 1,629 | ||||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 6,224 | 646 | ||||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 4,366 | 52.13 | 453 | 44.73 | ||||
| 2025-07-30 | NP | 乌龟基本资产收益定期基金 | 34,023 | 0.00 | 3,521 | -2.41 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 2,144 | 222 | ||||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 2,553,932 | -21.42 | 264,996 | -25.38 | ||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | Call | 125,000 | 12,970 | |||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 6,603 | 2.71 | 685 | -2.42 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,668 | 4.64 | 181 | 15.38 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 19,341 | -1.10 | 2,007 | -6.09 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 1,020 | 0.00 | 106 | -5.41 | ||||
| 2025-07-25 | 13F | 堆栈财务管理公司 | 291,369 | -1.56 | 30,232 | -6.53 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 162,079 | -1.09 | 17,560 | 8.95 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,468 | 3.00 | 379 | 21.94 | ||||
| 2025-07-09 | 13F | 旧共和国国际公司 | 369,300 | 0.00 | 38 | -5.00 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 4,045 | 6.34 | 420 | 0.96 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 42,534 | 1,384.61 | 4,608 | 1,728.57 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 9,420 | 8.04 | 1 | |||||
| 2025-07-08 | 13F | NBC 证券公司 | 8,442 | -5.44 | 1 | |||||
| 2025-08-04 | 13F | 拉斯罗普投资管理公司 | 3,160 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 47,680 | -42.14 | 4,948 | -43.87 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 14,019 | 6.94 | 1,519 | 17.77 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 27,087 | -78.12 | 2,811 | -79.13 | ||||
| 2025-08-27 | NP | RYUIX - 公用事业基金投资者类别 | 7,674 | 46.70 | 796 | 39.40 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 摩根士丹利 | 14,034,271 | 1.29 | 1,456,196 | -3.82 | ||||
| 2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 3,359 | 1.63 | 348 | -0.86 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 14,649 | -14.97 | 1,520 | -19.23 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 114 | 9.62 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 3,217 | 4.72 | 334 | -0.60 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 布鲁克菲尔德资产管理公司 | 37,490 | 0.00 | 3,890 | -5.05 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 89,831 | 3.45 | 9,297 | 0.96 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 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 | 53,866 | -40.39 | 5,836 | -34.35 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,024 | 10.96 | 209 | 8.29 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 831 | -67.93 | 86 | -69.61 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 199,600 | 113.25 | 21 | 100.00 | ||||
| 2025-08-06 | 13F | Ar资产管理公司 | 10,000 | 0.00 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 148,972 | 1.44 | 15,469 | -3.60 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 2,430 | 25.65 | 252 | 19.43 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 富达机构 AM 公用事业投资组合服务等级 | 161,300 | -47.55 | 16,736 | -50.20 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -108,091 | 18.37 | -11,216 | 12.41 | |||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 2,368 | -15.03 | 246 | -19.41 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 32,650 | -1.85 | 3,387 | -6.82 | ||||
| 2025-07-29 | 13F | 马拉松战略顾问有限公司 | 4,022 | 0.00 | 417 | -5.01 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 10,261 | -1.54 | 1,065 | -6.50 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 13,942 | -1.73 | 1,447 | -6.71 | ||||
| 2025-08-11 | 13F | 莫纳西投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 290,100 | 64.08 | 30,101 | 55.81 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 1,959 | 0.00 | 203 | -5.14 | ||||
| 2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 37,725 | 11.08 | 4,087 | 22.37 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 820 | -6.71 | 85 | -11.46 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 2,418 | 0.37 | 251 | -4.94 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 4,860 | -0.82 | 1 | |||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,060,139 | 6.42 | 110,000 | 1.06 | ||||
| 2025-04-25 | NP | FEQTX - 富达股票股息收入基金 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 | 161,000 | -47.35 | 17,074 | -44.09 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 12,378 | -2.00 | 1,284 | -6.96 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 62 | 19.23 | 6 | 20.00 | ||||
| 2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 65,539 | 0.00 | 6,783 | -2.42 | ||||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 23,000 | 0.00 | 2,386 | -5.05 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 43,481 | 24.46 | 4,512 | 18.18 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 11,869 | 10.22 | 1,231 | 4.68 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 98,500 | -10.62 | 10,220 | -15.12 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 118,185 | 7.24 | 12,263 | 1.83 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 2,513 | 33.81 | 261 | 27.32 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 11,912 | 0.00 | 1 | 0.00 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 77,000 | 606.42 | 7,990 | 570.78 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 2,595 | 0.00 | 269 | -4.95 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 13,026 | 0.35 | 1,352 | -4.72 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,093 | 113 | ||||||
| 2025-08-28 | NP | JEQIX - 约翰逊股票收益基金 | 208,600 | 0.00 | 21,644 | -5.04 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 813 | 0.00 | 84 | -4.55 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 978 | 0.00 | 0 | |||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 267,629 | 11.91 | 27,769 | 6.27 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 6,726 | 0.00 | 698 | -5.04 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 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 | 40,161 | 3.64 | 4,156 | 1.14 | ||||
| 2025-07-23 | 13F | 奥斯汀资产管理公司 | 2,174 | 0.00 | 226 | -5.06 | ||||
| 2025-03-31 | NP | JHAAX - 多元资产绝对回报基金A类 | 5,525 | -53.76 | 543 | -53.94 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 42,121 | 4,370 | ||||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 31,183 | 1.72 | 3,236 | -3.40 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 4,078 | 69.56 | 423 | 61.45 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 5,860 | 46.35 | 635 | 61.32 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 2,288 | 28.54 | 237 | 22.16 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 143 | 13.49 | 16 | 36.36 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 13,108 | 10.80 | 1,360 | 5.26 | ||||
| 2025-05-22 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 501,655 | -14.10 | 54,816 | 1.78 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 4,526 | 10.80 | 470 | 5.16 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 87,083 | 14.56 | 9,036 | 8.78 | ||||
| 2025-05-13 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 27,165 | 15.10 | 2,811 | 12.35 | ||||
| 2025-04-25 | NP | CFMCX - 中型股基金 | 4,601 | -24.25 | 488 | -19.64 | ||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 6,568 | 0.00 | 681 | -5.02 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 57,553 | 0.00 | 5,972 | -5.04 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 12,594 | 3.85 | 1,307 | -1.43 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -57,391 | 28.47 | -5,955 | 51.93 | |||
| 2025-04-30 | 13F | 索福斯投资公司 | 10 | 1 | ||||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦考夫曼基金 II 主要股票 | 5,580 | -2.11 | 579 | -7.07 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 775,752 | 1.07 | 80,492 | -4.02 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 492,577 | 1.13 | 51,110 | -3.97 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 7,175 | 0.00 | 744 | -5.10 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, 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 | 2,343 | -10.84 | 254 | -1.94 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 2,616 | 0.42 | 271 | -4.58 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 213,247 | 2.08 | 22,127 | -3.06 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 141,603 | 0.18 | 14,693 | -4.87 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 6,173 | 3.09 | 1 | |||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,638 | 3.21 | 170 | -2.31 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 4,552 | 0.49 | 472 | -4.45 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 126,504 | -2.51 | 13,126 | -7.43 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 5,726 | 35.53 | 594 | 28.85 | ||||
| 2025-08-27 | NP | GBVCX - 胜利先锋全球价值基金C类 | 622 | -5.18 | 65 | -9.86 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 150 | 0.00 | 16 | -6.25 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 7,139 | 2.69 | 741 | -2.50 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 5,486 | 4.61 | 569 | -0.70 | ||||
| 2025-08-28 | NP | XLU - 公用事业精选行业 SPDR 基金 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 | 8,062,545 | 2.60 | 836,570 | -2.58 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 506 | 0.00 | 53 | -5.45 | ||||
| 2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 163,345 | 0.00 | 16,905 | -2.41 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 11,773 | -0.34 | 1,222 | -5.35 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 217,797 | 556.51 | 22,599 | 523.39 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,974 | 205 | ||||||
| 2025-07-29 | 13F | 私人信托公司 | 10,170 | 1.41 | 1,055 | -3.65 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 3,637 | -9.41 | 377 | -13.93 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,185,058 | 13.43 | 121,308 | 6.62 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 68,844 | -1.42 | 7,125 | -3.81 | ||||
| 2025-05-23 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 4,936 | -2.89 | 539 | 15.17 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 3,164 | 10.36 | 328 | 4.79 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 14,511 | 96.87 | 1,506 | 86.96 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,954 | 31.41 | 307 | 24.90 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 4,124 | 23.81 | 428 | 17.63 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 9,501 | 0.02 | 986 | -5.01 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 3,162 | -69.06 | 283 | -71.90 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 14,288 | 8.21 | 1,483 | 2.77 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 18,958 | 264.51 | 1,967 | 246.30 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 15,387 | 1.40 | 1,597 | -3.74 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 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 | 96,902 | 2.03 | 10,055 | -3.12 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 2,573 | 2,374.04 | 267 | 2,318.18 | ||||
| 2025-07-30 | 13F | 私人资本顾问公司 | 2,240 | 0.00 | 232 | -4.92 | ||||
| 2025-08-25 | NP | ICTUX - ICON 公用事业和收入基金机构类 | 12,240 | 0.00 | 1,270 | -5.01 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 81 | 1.25 | 8 | 0.00 | ||||
| 2025-08-19 | 13F | 坎贝尔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 11,069 | 191.21 | 1,149 | 176.63 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 91,373 | 7.10 | 9,481 | 1.69 | ||||
| 2025-07-07 | 13F | 普通合伙人有限公司 | 85 | 0.00 | 9 | -11.11 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 1,267 | 0.00 | 131 | -5.07 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 33,560 | 8.94 | 3,482 | 3.45 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 172,770 | 0.44 | 17,927 | -4.62 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 1,250 | -0.08 | 130 | -5.15 | ||||
| 2025-06-18 | NP | RTXAX - 税务管理实物资产基金 A 类 | 68,684 | 0.00 | 7,441 | 10.16 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 3,744 | -5.48 | 388 | -10.19 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 32,231 | -0.90 | 3,344 | -5.91 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,177 | -0.17 | 123 | -4.69 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 749,208 | -1.26 | 77,738 | -6.24 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 7,511 | 8.93 | 779 | 3.45 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 134,846 | -2.79 | 14,609 | 7.08 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 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 | 750 | 20.00 | 81 | 32.79 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 53,772 | -2.54 | 5,579 | -7.46 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 4,218 | 1.10 | 438 | -3.96 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 3,031 | 314 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 14,595 | -1.95 | 1,514 | -6.89 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 7,360 | 2.56 | 797 | 13.05 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 2,840 | -90.78 | 308 | -89.86 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 8,556 | 6.63 | 888 | 1.26 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 4 | 0 | ||||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 4,998 | -3.03 | 519 | -7.99 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 600 | 0.00 | 62 | -4.62 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,254 | -6.71 | 234 | -11.74 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 6,263 | 3.98 | 1 | |||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,323 | 10.72 | 252 | 21.84 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 23,439 | 5.66 | 2,432 | 0.33 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 6,255 | 2.46 | 649 | -2.70 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 301,513 | 45.80 | 31,285 | 38.44 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 22,232 | 23.24 | 2,307 | 17.00 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 76,147 | -0.63 | 7,901 | -5.65 | ||||
| 2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 613,122 | -13.79 | 66,426 | -5.05 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 154,164 | 13.91 | 15,996 | 8.17 | ||||
| 2025-08-26 | NP | 贝莱德公用事业和基础设施信托 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 | 121,078 | 10.52 | 12,563 | 4.95 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 2,000 | 0.00 | 208 | -5.05 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 1,090,189 | 118,111 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 4,891 | 149.54 | 507 | 136.92 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 600 | 62 | |||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 12,184 | 5.15 | 1,264 | -0.16 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 913,739 | -0.60 | 94,809 | -5.61 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 126,705 | 1.28 | 13,113 | -1.16 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 90,719 | -2.14 | 9,413 | -7.08 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 3,072 | 15.75 | 319 | 9.66 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 6,654 | 690 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 14,007 | -1.09 | 1,453 | -6.08 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 34 | 4 | ||||||
| 2025-07-21 | NP | GCEPX - 高盛清洁能源收益基金 P 类股票 | 11,139 | 22.76 | 1,153 | 19.75 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 22,829 | -0.90 | 2,369 | -5.92 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 741 | 77 | ||||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 5,898 | 1.79 | 612 | -3.48 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 3,744 | -54.12 | 388 | -56.45 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 2,437 | -0.85 | 253 | -5.97 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 15,348 | 0.00 | 1,593 | -5.07 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 327,250 | -0.98 | 33,955 | -5.98 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 341 | 0.00 | 35 | -5.41 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,710 | 17.77 | 185 | 29.37 | ||||
| 2025-05-27 | NP | QBA2Q - 平衡投资组合初始类别 | 27,600 | -49.73 | 3,016 | -46.47 | ||||
| 2025-05-27 | NP | SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 | 215,000 | 23,493 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 81,975 | 13.67 | 8,507 | 7.97 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 9,572,403 | -11.46 | 993,233 | -15.93 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 7,889 | 728 | ||||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 2,820 | 0.00 | 292 | -2.68 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 2,014 | -11.78 | 209 | -16.47 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 21,669 | -64.48 | 2,248 | -66.27 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 3,212 | 168.34 | 333 | 156.15 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 57,546 | 65.13 | 5,955 | 61.16 | ||||
| 2025-05-07 | 13F | 米德资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 5,186 | -13.77 | 538 | -18.11 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 33,206 | 9.33 | 3,445 | 3.83 | ||||
| 2025-06-26 | NP | 里维斯公用事业收入基金 | 154,800 | -58.72 | 16,771 | -42.76 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 3,262 | 2.64 | 338 | -2.59 | ||||
| 2025-08-13 | 13F | 胡贝尔资本管理有限责任公司 | 12,244 | 7.93 | 1,270 | 2.50 | ||||
| 2025-05-14 | 13F | 河流财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 34,096 | 3.91 | 3,694 | 14.44 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 124,639 | 6.14 | 12,933 | 0.79 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 2,064 | -20.15 | 214 | -24.11 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 99,000 | -20.74 | 10,272 | -24.73 | |||
| 2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 59,991 | 10.33 | 6,499 | 21.52 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 12,643 | 8.85 | 1,312 | 3.31 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 86,500 | 2,302.78 | 8,975 | 2,183.72 | |||
| 2025-05-22 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,174 | 2.45 | 329 | -2.66 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 2,175 | 0.00 | 226 | -5.06 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 5,093 | 5.12 | 528 | -0.19 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 392,385 | 139.68 | 40,714 | 127.59 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 7,956 | -12.80 | 1 | |||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 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 | 305,245 | 0.16 | 31,590 | -2.26 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 61,252 | -1.20 | 6,356 | -6.19 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 559,792 | -1.23 | 57,933 | -3.62 | ||||
| 2025-03-28 | NP | USGRX - 增长与收益基金份额 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 4,198 | -0.69 | 436 | -5.64 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 439 | 0.00 | 46 | -4.26 | ||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 3,040 | -9.66 | 315 | -14.17 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend VI 基金 I 类 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 | 14,536 | -1.98 | 1,508 | -6.91 | ||||
| 2025-07-18 | 13F | 切尔西律师公司 | 1,110 | 0.00 | 115 | -4.96 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 11,867 | 0.00 | 1,231 | -5.02 | ||||
| 2025-05-28 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 58,698 | -24.54 | 6,414 | -10.60 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 4,506 | 16.16 | 466 | 13.38 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3,626 | 0.00 | 376 | -5.05 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 551 | 980.39 | 57 | 1,040.00 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 44,261 | 19.38 | 4,581 | 16.51 | ||||
| 2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 73 | 630.00 | 8 | 600.00 | ||||
| 2025-05-14 | 13F | 加尔达资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 2,169 | -5.08 | 0 | |||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors 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 | 29,574 | 0.86 | 3,069 | -4.24 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 651,589 | -0.01 | 67,609 | -5.05 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 663 | -49.85 | 72 | -31.07 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 307 | -4.95 | ||||||
| 2025-08-14 | 13F | 索罗班资本合伙公司 | 4,004,686 | 176.32 | 415,526 | 162.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,445 | -3.40 | 254 | -8.33 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 553,181 | -0.08 | 57 | -5.00 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 93 | 10 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 18,982 | 0.00 | 1,970 | -5.06 | ||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 5,124 | 0.99 | 532 | -4.15 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 9,559 | 1.67 | 992 | -3.51 | ||||
| 2025-07-22 | 13F | 鲍威尔投资顾问有限责任公司 | 6,709 | 0.00 | 696 | -5.05 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 183 | 0.00 | 21 | 5.26 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 59,526 | 0.68 | 6,176 | -4.40 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 5,500 | 0.00 | 571 | -5.00 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 9,537 | 3.99 | 990 | -1.30 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 100 | 0.00 | 11 | 10.00 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 2,267 | -10.54 | 235 | -14.86 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 1,609 | 235.91 | 167 | 219.23 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 27,397 | -14.56 | 2,968 | -5.90 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 66 | -47.62 | 7 | -53.85 | ||||
| 2025-05-05 | 13F | 影响合伙财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 山顶国家银行 | 2,952 | 0.00 | 306 | 12.50 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 2,278 | -1.73 | 236 | -6.72 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 1,548 | -86.02 | 168 | -84.78 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 129,689 | 1,251.21 | 13,457 | 1,183.97 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 69,009 | 0.00 | 7,160 | -5.04 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 365 | -99.44 | 38 | -99.48 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 26,536 | -26.99 | 2,754 | -30.66 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 775,100 | -4.29 | 80,424 | -9.11 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 12,638 | 0.00 | 1,311 | -5.00 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 52,074 | 2.13 | 5,403 | -3.02 | ||||
| 2025-08-06 | 13F | 靶心投资管理有限责任公司 | 3,289 | 0.00 | 359 | 0.00 | ||||
| 2025-04-01 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 33,151 | 18.60 | 3,261 | 18.12 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 153 | 23.39 | 16 | 15.38 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 2,953 | 0.14 | 306 | -4.97 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 17,600 | -41.17 | 1,821 | -42.59 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 17,041 | 0.48 | 1,768 | -4.59 | ||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 269 | 28 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 2 | ||||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 18,670 | 16.16 | 1,937 | 17.75 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,518 | 1.47 | 158 | -3.68 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 3,469 | -3.15 | 360 | -8.18 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 19,305 | 2,003 | ||||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 30,300 | 0.00 | 3,144 | -5.05 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 19,587 | 1.37 | 2,032 | -3.74 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 32,548 | 81.69 | 3,377 | 72.56 | ||||
| 2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 19,700 | 0.00 | 2,044 | -5.02 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 96,059 | 47.21 | 9,967 | 39.79 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 4,602 | -6.63 | 478 | -11.34 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,961 | 203 | ||||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 51 | -5.66 | ||||||
| 2025-07-14 | 13F | 霍伊投资公司 | 460 | 0.00 | 48 | -6.00 | ||||
| 2025-08-04 | 13F | 联合银行 | 105,574 | 0.64 | 11 | -9.09 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 11,685 | -21.50 | 1,212 | -25.46 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 1,930 | -20.58 | 200 | -24.53 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 200 | 21 | ||||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 13,529 | -1.46 | 1,404 | -6.47 | ||||
| 2025-06-30 | NP | VGPMX - 先锋全球资本周期基金投资者股票 | 181,851 | -24.92 | 19,702 | -17.31 | ||||
| 2025-08-28 | NP | GQFPX - GQG PARTNERS 全球优质股息收益基金投资者股份 | 47,690 | 29.65 | 4,948 | 23.12 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 16,157 | 15.87 | 1,750 | 27.64 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 12,129 | -7.90 | 1,259 | -12.58 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 58,800 | -31.87 | 6,101 | -35.30 | |||
| 2025-08-12 | 13F | SFMG有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 53,803 | 0.00 | 5,583 | -5.05 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 59,900 | -39.00 | 6,215 | -42.08 | |||
| 2025-08-15 | 13F | Captrust 财务顾问 | 94,685 | 0.82 | 9,824 | -4.27 | ||||
| 2025-08-08 | 13F | 财富联盟 | 10,981 | 0.35 | 1,139 | -4.69 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 11,161 | 0.08 | 1,158 | -4.93 | ||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 2,312 | 0.00 | 240 | -5.16 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 4,943 | -2.41 | 513 | -7.41 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 5,051 | 0.00 | 524 | -4.90 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 4,819 | 6.73 | 618 | 25.35 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 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 | 30,215 | -38.43 | 3,273 | -32.18 | ||||
| 2025-06-26 | NP | USNQX - 纳斯达克 100 指数基金 | 236,504 | -0.70 | 25,623 | 9.38 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 2,240 | 12.96 | 232 | 7.41 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 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 | 8,907 | 73.09 | 924 | 64.41 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,337 | 61.28 | 138 | 58.62 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 9,989 | 0.75 | 1,036 | -4.34 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 12,495 | -60.80 | 1,296 | -62.79 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL 美国中小型股动态 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,008,597 | -15.57 | 208,412 | -19.83 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 54 | 6 | ||||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 4,030 | 8.30 | 0 | |||||
| 2025-08-06 | 13F | 神剑管理公司 | 3,828 | -0.47 | 397 | -5.48 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 4,973 | -41.89 | 557 | -40.09 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 77,900 | 0.00 | 8,083 | -5.05 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 6,925 | 0.30 | 719 | -4.77 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - Nasdaq-100® 指数投资组合 | 8,217 | -4.64 | 853 | -9.46 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 522 | 41.08 | 54 | 35.00 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 4,415 | 1.61 | 458 | -3.38 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 5,843 | -3.69 | 712 | 6.76 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 6,398 | -7.28 | 662 | -9.44 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 2,759 | 5.63 | 286 | 0.35 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 3,000 | 0.00 | 311 | -4.89 | |||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 22,415 | 6.94 | 2,326 | 1.53 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 3,462 | 4.25 | 359 | -0.83 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 14,344 | 1,488 | ||||||
| 2025-08-12 | 13F | 安普夸银行 | 4,084 | 22.90 | 425 | 16.80 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 8,596 | 18.88 | 892 | 12.78 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 59,753 | -0.40 | 6,200 | -5.42 | ||||
| 2025-08-07 | 13F | 安吉斯财富管理有限公司 | 3,046 | 0.00 | 333 | 0.00 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 463 | -17.76 | 48 | -21.31 | ||||
| 2025-08-05 | 13F | 赫斯曼战略顾问公司 | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 8,100 | 0.00 | 838 | -2.44 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 9,625 | 17.62 | 999 | 11.63 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 3,393 | -0.06 | 352 | -4.86 | ||||
| 2025-07-28 | 13F | Nexus 投资管理 ULC | 394,407 | -0.53 | 40,924 | -34.33 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 9,060 | -39.19 | 990 | -35.27 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 21,758 | 307.45 | 2,258 | 358.74 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,264 | 4.64 | 131 | 0.00 | ||||
| 2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 1,636,906 | -48.61 | 177,342 | -43.39 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 115 | 12 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 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 | 14,460 | 1.05 | 1,496 | -1.38 | ||||
| 2025-05-15 | 13F | PDT 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 11,770 | 46.17 | 1,221 | 38.91 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 737 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 138 | 0.00 | 14 | -6.67 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 13,980 | 1.49 | 1,451 | -3.65 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 250,000 | 0.00 | 25,940 | -5.04 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 26,835 | -97.09 | 2,784 | -97.23 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 7,812 | -3.46 | 811 | -8.37 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 10,677 | 0.44 | 1,105 | -2.04 | ||||
| 2025-08-28 | NP | DODBX - 道奇考克斯平衡基金 | 860,600 | 0.00 | 89,296 | -5.04 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 6,248 | 40.78 | 648 | 33.88 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 34,880 | 9.06 | 3,610 | 6.43 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 11,353 | 4.14 | 1,178 | -1.18 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 4,954 | 4.43 | 517 | 2.58 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 2,063 | 214 | ||||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 506,930 | 2.12 | 52,599 | -3.03 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 296,161 | 10.52 | 30,650 | 7.85 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 500 | 0.00 | 52 | -5.56 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 4,327 | 11.58 | 449 | 5.91 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 3,960 | -8.44 | 411 | -13.14 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 2,133 | -1.98 | 221 | -6.75 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 44,830 | 2.29 | 4,652 | -2.86 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 26,691 | 0.00 | 2,769 | -5.04 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 4,820 | 0.00 | 500 | -4.94 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 4,314 | 448 | ||||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 16,363 | 0.00 | 1,698 | -5.04 | ||||
| 2025-08-14 | 13F | 伯克希尔全球管理有限公司 | 500,000 | -54.55 | 51,880 | -56.84 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 11,537 | -2.82 | 1,197 | -7.71 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 6,098 | 0.93 | 1 | |||||
| 2025-08-26 | NP | NRIAX - Nuveen 实物资产收益基金 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 | 12,140 | 60.35 | 1,260 | 52.24 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 37,741 | 0.00 | 3,906 | -2.42 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 3,060 | 0.92 | 318 | -4.23 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,655 | -0.58 | 483 | -5.68 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 21,770 | 12.74 | 2,259 | 7.01 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 7,018 | -11.02 | 760 | -1.94 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 4,320 | 0.00 | 448 | -5.08 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 98,300 | 10,650 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 30 | 20.00 | 3 | 50.00 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 5,930 | 0.00 | 615 | -4.95 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 146,903 | -16.20 | 15,243 | -20.42 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 6,332 | 1.44 | 655 | -0.91 | ||||
| 2025-07-08 | 13F | 接合财富策略有限公司 | 3,419 | 7.38 | 355 | 2.02 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 4,110 | 7.31 | 426 | 1.91 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 53 | 5 | ||||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 20,249 | -1.37 | 2,101 | -2.69 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 49,000 | 0.00 | 5,084 | -5.04 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 7,475 | 0.00 | 776 | -5.02 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,962 | 204 | ||||||
| 2025-08-14 | 13F | 德肖公司 | Call | 75,000 | 0.00 | 7,782 | -5.04 | |||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 2,435 | -11.45 | 253 | -13.99 | ||||
| 2025-08-14 | 13F | 德肖公司 | 534,234 | 515.35 | 55,432 | 484.36 | ||||
| 2025-06-26 | NP | 约翰汉考克溢价股息基金 | 140,000 | 0.00 | 15,168 | 10.15 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,599 | 18.18 | 173 | 30.08 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 8,339 | -0.35 | 865 | -5.36 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 34,190 | 0.00 | 3,704 | 10.17 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 2,723 | -13.47 | 282 | -17.78 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/first State 全球基础设施基金 (a) | 226,412 | -2.15 | 23,493 | -7.08 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 6,306 | 7.21 | 683 | 18.17 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,106,134 | 4.96 | 114,772 | -0.33 | ||||
| 2025-06-30 | NP | QYLG - Global X 纳斯达克 100 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 | 3,448 | -3.34 | 374 | 6.57 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 3,599 | 2.68 | 376 | 3.88 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 13,982 | -3.37 | 1,451 | -8.29 | ||||
| 2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 45,554 | 10.72 | 4,978 | 31.18 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,117 | 220 | ||||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 3,656 | -7.75 | 379 | -12.47 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 4,912,388 | 5.87 | 509,709 | 0.53 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 7,799 | 30.64 | 809 | 24.08 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 10,006 | 6.14 | 1,038 | 19.45 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 286,658 | 10.11 | 29,666 | 7.45 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 529,741 | 12.38 | 55 | 5.88 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 50 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 225,664 | -0.56 | 23,415 | -5.58 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 3,796 | 0.00 | 394 | -5.07 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 3,500 | 0.00 | 363 | -4.97 | ||||
| 2025-08-01 | 13F/A | GGM财务有限责任公司 | 2,374 | 0.89 | 246 | -4.28 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 67 | 0.00 | 7 | -14.29 | ||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 15,368 | -15.96 | 1,590 | -18.00 | ||||
| 2025-05-12 | 13F | 经验资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 12,700 | 0.00 | 1,318 | -5.05 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 305 | 2.01 | 32 | -3.12 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 14,302 | 12.65 | 1,484 | 6.92 | ||||
| 2025-08-12 | 13F | 米勒金融服务有限公司 | 2,682 | -0.22 | 278 | -5.12 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 5,771 | 599 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 90,240 | 0.00 | 9,363 | -5.04 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 513 | 0 | ||||||
| 2025-08-26 | NP | NMFIX - 多管理人全球上市基础设施基金 | 112,710 | 74.26 | 11,695 | 65.47 | ||||
| 2025-05-15 | 13F | 花园州投资咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 塞尔公司 | 17,060 | -1.83 | 1,770 | -6.74 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 2,452 | 254 | ||||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 26,182 | -8.76 | 2,717 | -13.37 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 29,154 | -2.34 | 3,025 | -7.27 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 45,347 | 4,705 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - 公用事业基金可变年金 | 3,403 | -11.45 | 353 | -15.75 | ||||
| 2025-06-30 | NP | CNGLX - 英联邦全球基金 | 500 | 0.00 | 54 | 10.20 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 70,285 | 0.00 | 7,615 | 10.14 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 82,019 | 7.00 | 8,488 | 4.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,485 | 0.00 | 154 | -4.94 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 3,160 | 0.32 | 328 | -4.94 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 11,690 | -2.06 | 1,213 | -7.06 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 3,448 | 0.00 | 358 | -5.05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 16,471 | -7.53 | 1,709 | -12.18 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 72,700 | 1.87 | 7,543 | -3.27 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 吉萨洛资本管理有限责任公司 | 250,000 | -82.21 | 25,940 | -83.10 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 140,778 | -8.60 | 14,607 | -13.20 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 13,732 | -6.59 | 1,425 | -11.33 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,651,049 | 1,114.08 | 275,073 | 1,052.86 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 326 | 34 | ||||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 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 | 64,980 | 6.69 | 6,725 | 4.10 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 4,545 | 6.29 | 472 | 0.86 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 67,385 | -2.57 | 6,992 | -7.49 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 4,224 | 21.76 | 439 | 15.83 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 1,995 | 0.00 | 207 | -4.61 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 22,490 | -2.14 | 2,334 | -7.09 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 25,992 | 2.09 | 2,557 | 2.32 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 119 | 0.00 | 12 | -7.69 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 5,125 | 532 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,077 | -0.05 | 216 | -5.29 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 25,377 | -0.02 | 2,749 | 10.14 | ||||
| 2025-05-16 | 13F | 中科威金融集团 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 132,408 | -1.00 | 14,345 | 9.05 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 1,200 | 0.00 | 125 | -5.34 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 13,799 | -12.01 | 1,495 | -3.11 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 28,166 | 2.17 | 2,887 | -4.34 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,414 | -0.62 | 250 | -5.66 | ||||
| 2025-08-12 | 13F | 基石资本公司 | 2,300 | 0.00 | 239 | -5.18 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite 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 | 1,607 | 21.19 | 174 | 33.85 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 41,800 | -22.45 | 4,337 | -26.35 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 35,000 | 7.69 | 3,632 | 2.25 | |||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 120 | 0.00 | 12 | -7.69 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 15,163,333 | 2.34 | 1,573,347 | -2.82 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 6,417 | -2.22 | 666 | -7.25 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 8,378 | 869 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 248,782 | -54.98 | 25,814 | -57.25 | ||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 87,285 | 14.14 | 9,057 | 8.39 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 4,435 | 15.22 | 460 | 9.52 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 313 | 277.11 | 32 | 255.56 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 209,440 | 127.87 | 21,761 | 121.46 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 9,200 | 5.75 | 955 | 0.42 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 58,100 | -30.00 | 6,028 | -33.53 | |||
| 2025-08-29 | NP | 加贝利公用事业信托 | 48,750 | -2.40 | 5,058 | -7.33 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 53,979 | 5.04 | 5,586 | 2.50 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -27,410 | -44.22 | -2,970 | -38.57 | |||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 46,619 | 11.76 | 4,837 | 6.12 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 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 | 122,516 | -0.00 | 12,712 | -5.04 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 10,165 | -9.12 | 1,055 | -13.75 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 166,000 | 3.62 | 17,224 | -1.61 | ||||
| 2025-08-08 | 13F | 财富信托资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 3,073 | 2.09 | 319 | -3.05 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 19 | 0.00 | 2 | -50.00 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,731 | 0.00 | 180 | -5.29 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -51,722 | -476.02 | -5,367 | -457.02 | |||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,468 | 0.00 | 160 | 18.52 | ||||
| 2025-05-30 | NP | RNWZ - TrueShares Eagle 全球可再生能源收入 ETF | 1,250 | -16.67 | 137 | -1.45 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,602 | 45.40 | 501 | 47.35 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 30,333 | -13.45 | 3 | 0.00 | ||||
| 2025-03-28 | NP | LCEAX - 景顺多元化股息基金 A 类 | 958,419 | -19.44 | 94,270 | -19.76 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 9,700 | 4.49 | 1,006 | -0.79 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 62,200 | -18.70 | 6 | -25.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 37,192 | 5.15 | 3,859 | -0.13 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 12,339 | -4.58 | 1,280 | -9.41 | ||||
| 2025-08-13 | 13F | 宪法资本有限责任公司 | 12,460 | 132.46 | 1,293 | 120.85 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 236,504 | 8.47 | 24,540 | 3.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 3,626 | -8.57 | 376 | -13.16 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 177,818 | 49.28 | 18,450 | 41.76 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 7,490 | 1.31 | 777 | -3.72 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 5,450 | -5.22 | 590 | 4.42 | ||||
| 2025-03-31 | NP | FDMO - 富达动量因子 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 | 13,728 | 73.29 | 1,350 | 72.63 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 34,772 | 1.61 | 3,608 | -3.50 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 8,346 | 3.73 | 866 | -1.48 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 1,111 | 0.00 | 115 | -4.96 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 331,342 | 30.53 | 34,380 | 23.95 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 328,736 | 63.86 | 34,105 | 55.57 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 5,408 | 55.81 | 586 | 71.55 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 3,450 | -80.30 | 358 | -81.34 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 10,065 | -1.83 | 1,044 | -6.79 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 6,836,693 | 118.90 | 709 | 107.92 | ||||
| 2025-08-14 | 13F | 德美银行 | 2,301 | 11.48 | 239 | 5.78 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 50 | -55.75 | 5 | -58.33 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 38,155 | -1.68 | 3,959 | -6.65 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 119,505 | 30.19 | 12,400 | 23.62 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 393,900 | 20.53 | 40,871 | 14.46 | |||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,105,511 | 8.12 | 114,708 | 2.67 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 880,100 | 74.45 | 91,319 | 65.66 | |||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 6,583 | 683 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 3,151 | 190.68 | 326 | 185.96 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 490 | 0.00 | 51 | -5.66 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 850 | -10.53 | 88 | -14.56 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 3,910 | -10.14 | 406 | 1.00 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 15,784 | 1,638 | ||||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 2,004 | 0.00 | 207 | -2.36 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 12,485 | -1.83 | 1,295 | -6.77 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 40,100 | -37.34 | 4,161 | -40.51 | |||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 3,336 | 0.00 | 346 | -4.95 | ||||
| 2025-03-20 | NP | GRASX - 高盛多经理实物资产策略基金 R6 类股票 | 18,570 | 1,827 | ||||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 2,111 | -4.87 | 0 | |||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 6,082 | 0.00 | 631 | -4.97 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 10,115 | -0.98 | 1,050 | -6.00 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 25,780 | 2,675 | ||||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 55,918 | 23.72 | 5,802 | 17.50 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 37,994 | -0.11 | 3,942 | -5.15 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 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 | 243,650 | 1.52 | 26,397 | 11.82 | ||||
| 2025-07-23 | 13F | 格柏有限公司 | 2,972 | 0.00 | 308 | -4.94 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 50,606 | -0.30 | 5,251 | -5.34 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 508 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 111,600 | 213.48 | 11,580 | 197.66 | |||
| 2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 3,151 | -3.08 | 344 | 15.05 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 764,599 | 184.80 | 79,335 | 170.44 | ||||
| 2025-07-29 | NP | VUIAX - 先锋公用事业指数基金海军上将股票 | 3,372,136 | -0.64 | 348,982 | -3.04 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 473 | 0.00 | 49 | -3.92 | ||||
| 2025-07-29 | NP | ACGIX - 景顺成长和收益基金 A 类 | 380,020 | -0.50 | 39,328 | -2.90 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 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 | 159,831 | 0.56 | 17,316 | 10.77 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 497,091 | 0.17 | 51,578 | -4.88 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 5,753 | 18.84 | 597 | 12.88 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,025 | -66.67 | 314 | -68.42 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 42,784 | -1.22 | 4 | 0.00 | ||||
| 2025-07-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 106,395 | 3.11 | 11,011 | 0.62 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 11,764 | 1.55 | 1,221 | -3.56 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 6,216 | -0.18 | 645 | -5.15 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 4,938 | -0.22 | 512 | -5.19 | ||||
| 2025-07-11 | 13F | 弗鲁斯投资管理公司 | 3,480 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 4,620 | 2.44 | 479 | -2.64 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 5,689 | -0.04 | 590 | -4.99 | ||||
| 2025-04-22 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 3,805 | -45.42 | 404 | -42.10 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 260,892 | 12.47 | 27,070 | 6.80 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 6,736 | 2.54 | 699 | -2.65 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 3,656 | 52.59 | 379 | 45.21 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 9,580 | -15.90 | 994 | -20.10 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 5,255 | 7.82 | 545 | 2.44 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 15,003 | 0.63 | 1,557 | -4.48 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 798 | -78.30 | 83 | -79.55 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 18,411 | 0.00 | 1,910 | -5.02 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 857,800 | 54.73 | 89,005 | 46.92 | |||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 13,352,192 | 2.18 | 1,379,532 | -3.07 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 35,924 | 28.56 | 3,718 | 25.45 | ||||
| 2025-06-25 | NP | HDV - iShares 核心高股息 ETF | 991,837 | -22.68 | 107,456 | -14.84 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 100 | 10 | ||||||
| 2025-08-15 | 13F | 田纳西州财政部 | 223,163 | 1.27 | 23,155 | -3.83 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 2,183 | -4.59 | 226 | -9.60 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 22,580 | 0.35 | 2,343 | -4.72 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 40,639 | 14.30 | 4,217 | 8.52 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 84,591 | 7.26 | 9,165 | 18.15 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 800 | 0.00 | 83 | -4.60 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 2,912 | -7.88 | 302 | -12.46 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 454 | 0.22 | 47 | -4.08 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 1,358 | 0 | ||||||
| 2025-04-25 | NP | VVMCX - 中型价值基金 | 13,188 | -27.08 | 1,399 | -22.55 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 2,427 | 5.89 | 252 | 0.40 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 22,142 | 0.69 | 2,297 | -4.37 | ||||
| 2025-07-10 | 13F | 信任点公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 优势信托公司 | 275 | 57.14 | 29 | 47.37 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 377 | 0.53 | 39 | -2.50 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 269,850 | 2.76 | 28,000 | -2.42 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 145,258 | 0.41 | 15,072 | -4.65 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 692 | -5.46 | 72 | -10.13 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 4,731,098 | 1.16 | 490,899 | -3.94 | ||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 8,579 | 2.39 | 890 | -2.73 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 39,713 | 1.41 | 4,121 | -3.72 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 10,188 | 0.35 | 1,057 | -4.69 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 2,244 | 0.00 | 233 | -5.31 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 7,757 | -9.75 | 805 | -14.38 | ||||
| 2025-07-17 | 13F | 橡树家族顾问有限公司 | 2,000 | 0.00 | 208 | -5.05 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 851,444 | 2.50 | 88,346 | -2.67 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,382,321 | 2.70 | 143,430 | -2.48 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 331,760 | -7.89 | 34 | -12.82 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 34,226 | 0.00 | 3,551 | -5.03 | ||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 464,956 | 2.85 | 50,373 | 13.29 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 2,675 | 40.27 | 278 | 33.17 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 2,249 | -5.86 | 233 | -10.73 | ||||
| 2025-04-30 | 13F | 派恩里奇顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 荷兰集团 | 419,370 | 20.36 | 43,514 | 14.29 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 4,079 | 2.75 | 438 | 2.82 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 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 | 2,903,201 | -2.76 | 301,236 | -7.66 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 21,275 | 0.56 | 2,207 | -3.83 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 38,200 | 0.00 | 3,964 | -5.06 | ||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 2,329 | 0.00 | 242 | -5.12 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 308,595 | 1.62 | 32,020 | -3.51 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,935 | 201 | ||||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 150,610 | 43.59 | 16,317 | 58.17 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 173,161 | 2.59 | 17,967 | -2.59 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 3,768 | 14.39 | 390 | 11.46 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 2,346 | 243 | ||||||
| 2025-07-21 | 13F | 河景信托公司 | 72 | -90.00 | 7 | -91.03 | ||||
| 2025-06-18 | NP | FLIAX - 首个美国上市基础设施基金机构类基金 | 1,970 | -12.48 | 213 | -3.62 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 10 | 150.00 | 1 | |||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 26,619 | 0.00 | 2,762 | -5.06 | ||||
| 2025-06-23 | NP | IDU - iShares 美国公用事业 ETF | 539,383 | 11.68 | 58,437 | 23.01 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 38,477 | 7.56 | 3,992 | 2.15 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 2,537 | -6.52 | 263 | -11.15 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 2,201 | -5.78 | 246 | -2.77 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 139,500 | 14,475 | |||||
| 2025-08-11 | 13F | 花旗集团 | 2,081,839 | 135.77 | 216,012 | 123.88 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 15,000 | 1,556 | |||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,485 | 0.00 | 257 | -2.28 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 96,970 | 48.18 | 10,506 | 63.22 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 3,711 | -3.86 | 385 | -8.55 | ||||
| 2025-08-14 | 13F | Yaupon资本管理有限责任公司 | 457,880 | -49.12 | 47,510 | -51.69 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 12,783 | -0.02 | 1,326 | -5.01 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 198 | 20 | ||||||
| 2025-04-25 | NP | CFMSX - 中盘精选基金栏 | 21,340 | -21.05 | 2,263 | -16.15 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 149,637 | -11.87 | 15,526 | -16.32 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,040 | 212 | ||||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 44,601 | 1.80 | 4,628 | -3.34 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 2,435 | 20.01 | 253 | 14.03 | ||||
| 2025-06-18 | NP | FLIIX - First State 全球上市基础设施基金 I 类 | 59,159 | -12.36 | 6,409 | -3.46 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 914 | -44.10 | 95 | -47.19 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 2,718 | -71.40 | 282 | -72.93 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 4,000 | -57.45 | 433 | -53.14 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 2,201 | 1.80 | 228 | -3.39 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 658,938 | 12.18 | 68,371 | 6.52 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 484,948 | 2.79 | 50,321 | -2.39 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 1,870 | 25.50 | 194 | 19.75 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,189,652 | -9.81 | 123,438 | -14.36 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 446 | 1.83 | 48 | 11.63 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 5,199 | 1.35 | 539 | -3.75 | ||||
| 2025-06-24 | NP | MAPAX - MainStay MAP 股票基金 A 类 | 138,790 | 9.95 | 15,037 | 21.10 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 410,669 | 36.70 | 43 | 31.25 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 225,714 | 21.58 | 23,420 | 15.45 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 126,456 | 3.64 | 13,121 | -1.58 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 4,693 | -0.57 | 487 | -5.63 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 2,328 | 19.20 | 242 | 13.15 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 35,544 | -2.70 | 3,688 | -7.59 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,763,020 | -0.09 | 183 | -5.21 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 11,084 | 10.32 | 1,150 | 4.83 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 20,100 | -29.97 | 2,086 | -33.51 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 8,256 | 6.36 | 857 | 0.94 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 294 | 31 | ||||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 33,680 | 43.29 | 3,495 | 36.06 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 16,584 | 2.96 | 1,721 | -2.27 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 38,913 | -20.31 | 4,216 | 1.89 | ||||
| 2025-08-28 | NP | CDC - VictoryShares US EQ 收入增强波动性 Wtd ETF | 93,657 | -3.51 | 9,718 | -8.38 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 6,730 | 0.00 | 698 | -5.03 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 34,503 | 17.79 | 3,738 | 29.75 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 4,863 | -0.65 | 503 | -3.08 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 1,415,991 | -0.28 | 153,408 | 9.84 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 540 | 0.00 | 56 | -5.08 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 67,049 | 1.43 | 7,264 | 11.74 | ||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 4,761,213 | -1.38 | 497,023 | -5.00 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 3,282 | 0.00 | 341 | 2.41 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 2,299 | -3.32 | 240 | -7.72 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 45 | -99.42 | 0 | |||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 131,773 | 2.81 | 14 | 0.00 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 6,257 | -6.08 | 678 | 3.36 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 5,335 | 184.08 | 554 | 169.76 | ||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 893 | 0.00 | 93 | -5.15 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 30,596 | 1.35 | 3,175 | -3.76 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 41,600 | 0.00 | 4,316 | -5.04 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 2,812 | 0.00 | 292 | -5.21 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 11,680 | 15.07 | 1,212 | 9.20 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 13,069 | 4.16 | 1,356 | -1.02 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 3,987 | -9.65 | 413 | -11.78 | ||||
| 2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,462,997 | 0.72 | 151,798 | -4.36 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 6,036 | 626 | ||||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 2,785 | 0.00 | 289 | -5.26 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 140,708 | 0.00 | 14,600 | -5.05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 5,541 | 0.00 | 575 | -5.12 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 255 | 0.00 | 26 | -3.70 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 4,930 | 512 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 6,570 | -7.35 | 712 | 2.01 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 25 | 400.00 | 3 | |||||
| 2025-05-15 | 13F | 字幕管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 53,578 | 0.09 | 5,616 | -3.98 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 18,234 | 7.12 | 1,892 | 1.72 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 92,556 | 2.70 | 9,604 | -2.49 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 4,538 | 0.00 | 470 | -2.49 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 125 | 0.00 | 13 | -7.69 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 2,032 | 0.05 | 211 | -4.55 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 23,093 | -1.99 | 2,396 | -6.92 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本管理有限责任公司（怀俄明州） | 10,055 | -3.96 | 1,043 | -8.83 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 925 | 0.00 | 96 | -5.94 | ||||
| 2025-05-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-28 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林收入 VIP 基金 1 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 5 | 1 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 47,846 | 26.49 | 4,965 | 20.11 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 33,396 | 105.88 | 3,465 | 100.29 | ||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 3,321 | 0.00 | 345 | -4.97 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 3,624,184 | -4.18 | 376,045 | -9.02 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | SLT控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 6,782 | 458.19 | 735 | 516.81 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 11,949 | -3.65 | 1,240 | -8.56 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 61,500 | -52.87 | 6 | -57.14 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 9,563 | -50.69 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 118,300 | 21.71 | 12 | 20.00 | |||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 3,762 | 49.05 | 390 | 41.82 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 269,735 | 1.48 | 27,915 | -0.97 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 2,530 | 3.27 | 263 | -1.87 | ||||
| 2025-06-27 | NP | THMEX - CCT 主题股票基金机构股 | 15,101 | -18.58 | 1,636 | -10.31 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 6,658 | 25.10 | 691 | 40.82 | ||||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 3,500 | 0.00 | 363 | -4.97 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 32,602 | -1.55 | 3,374 | -3.93 | ||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 3,250 | 0.00 | 337 | -5.07 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 7,791 | -6.84 | 806 | -9.03 | ||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 21,694 | -19.74 | 2,245 | -21.67 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 8,456 | 0.49 | 877 | -4.57 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 58,814 | 6.47 | 6,103 | 1.09 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 全球公用事业 VIP 基金 | 28,222 | -15.93 | 2,928 | -20.17 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 5,675 | -79.97 | 589 | -81.01 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 487 | 72.70 | 0 | |||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 31 | 3 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 16,258 | 5.50 | 1,687 | 0.18 | ||||
| 2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 2,291 | 237 | ||||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 4,782 | 43,372.73 | 0 | |||||
| 2025-05-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 102 | 0.00 | 11 | 0.00 | ||||
| 2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 11,751 | 1.58 | 1,219 | 14.35 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 1,969 | -6.19 | 204 | -10.92 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 4,952 | 0.00 | 514 | -5.18 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 29,956 | -81.58 | 3,108 | -82.51 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 13,760 | -2.13 | 1,428 | -7.10 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 13,591 | 1.95 | 1,410 | -3.16 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 953,795 | -1.85 | 98,967 | -6.80 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 7,454 | 6.67 | 773 | 1.31 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 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 | 926,495 | 3.07 | 96,133 | -2.13 | ||||
| 2025-09-02 | NP | EIPIX - EIP 成长和收益基金 I 类 | 12,719 | 10.42 | 1,439 | 15.40 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 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 | 221,751 | 0.00 | 24,025 | 10.15 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 9,891 | 0.00 | 1,026 | -5.00 | ||||
| 2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 43,120 | 0.00 | 4,474 | -5.03 | ||||
| 2025-08-05 | 13F | 新泽西州补充年金集体信托 | 10,000 | 0.00 | 1,038 | -5.04 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 3,250 | 0.00 | 337 | -5.07 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 46,800 | -61.70 | 4,856 | -63.64 | |||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 570 | 5.95 | 59 | 1.72 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 15,300 | -31.08 | 1,588 | -34.56 | |||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 951,906 | 1.35 | 103,129 | 11.63 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 4,554 | -79.07 | 473 | -80.14 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 2,694 | -2.00 | 280 | -7.00 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 290 | 31 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 341,163 | 2,282.76 | 35,399 | 2,163.36 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 696 | -2.93 | 72 | -7.69 | ||||
| 2025-04-23 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 15,000 | -57.14 | 1,591 | -54.51 | ||||
| 2025-07-24 | 13F | 伯纳德财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | SGLC - SGI 美国大盘核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 成长和收益基金系列 I | 113,248 | -1.20 | 11,751 | -6.18 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 25,967 | -0.99 | 2,694 | -5.97 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 66,590 | 19.71 | 6,909 | 13.67 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 50,032 | -5.74 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 67 | -64.17 | 7 | -70.00 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 41,934 | 5.43 | 4,351 | 0.12 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 59,428 | -1.05 | 6,166 | -6.03 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 1,825 | 0.00 | 189 | -5.03 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 10,757 | 18.88 | 1,116 | 12.96 | ||||
| 2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 41,220 | 0.00 | 4,266 | -2.43 | ||||
| 2025-08-14 | 13F | 帕文资产管理有限公司 | 109 | 0.00 | 11 | 0.00 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 1,386,768 | -14.66 | 150,242 | -6.00 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 21,961 | -1.09 | 2,279 | -6.10 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 148,889 | 0.43 | 15,449 | -4.64 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -42 | -55.79 | -4 | -60.00 | |||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 14,458 | 1.44 | 1,500 | -3.66 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 33,227 | -5.08 | 3,448 | -9.86 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 44,740 | -5.00 | 4,686 | -7.02 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 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 | 577,843 | 2.62 | 59,957 | -2.55 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 4,430 | 125.33 | 458 | 120.19 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 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 | 24,649 | -34.88 | 2,670 | -28.28 | ||||
| 2025-05-29 | NP | VICTORY 可变保险基金 - Victory RS 大盘 Alpha VIP 系列 I 类 | 111,310 | 12,163 | ||||||
| 2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 3,188 | 0.00 | 331 | -5.17 | ||||
| 2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 8,106 | 55.88 | 841 | 48.06 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 9,171 | 9.96 | 994 | 21.10 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 2,165 | -8.15 | 225 | -12.84 | ||||
| 2025-08-28 | NP | Horizon Funds - 中心全球基础设施基金投资者类别 | 4,630 | 480 | ||||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 4,736 | 21.40 | 491 | 18.89 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 34,143 | -6.15 | 3,543 | -10.89 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 68 | 0.00 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 7,086 | 18.87 | 735 | 12.90 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 30,033 | -51.95 | 3,116 | -54.38 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 593 | 0.00 | 62 | -4.69 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 7,932 | -5.48 | 823 | -10.15 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,375,712 | -4.33 | 142,744 | -9.16 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-28 | NP | TUG - STF 战术增长 ETF | 6,338 | -2.67 | 658 | -7.59 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 5,700 | 618 | ||||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 6,295 | 0.03 | 653 | -4.95 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 86 | 9 | ||||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 7,874 | -0.73 | 817 | -5.66 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 41,139 | 175.25 | 4,269 | 161.36 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 102,121 | 6.50 | 11,132 | 25.63 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 2,288 | 237 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 2,653 | 8.24 | 275 | 3.00 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 22,050 | -40.69 | 2 | -50.00 | ||||
| 2025-07-03 | 13F | 阿维斯特投资公司 | 4,770 | 495 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 3,830,930 | 3.75 | 397,497 | -1.48 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 9,607 | -1.08 | 997 | -6.13 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 5,751 | -2.64 | 597 | -7.60 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 135,431 | 3.75 | 14,052 | -1.48 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 10,829 | 0.93 | 1,124 | -4.18 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 147 | 145.00 | 15 | 150.00 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 4,970 | -1.91 | 516 | -6.87 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 2,976 | 309 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 12,291 | 334.62 | 1,275 | 312.62 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 3,840 | 0.00 | 398 | -5.01 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 282 | 0.71 | 29 | -3.33 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 501 | 0.00 | 52 | -5.56 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 30,034 | 0.00 | 3,116 | -5.03 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 1,430 | 0.00 | 148 | -5.13 | ||||
| 2025-08-04 | 13F | 经济金融服务公司 | 2,106 | 0.00 | 219 | -5.22 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 5,045 | -12.69 | 524 | -17.12 | ||||
| 2025-06-30 | NP | QSIX - Pacer Metarus 纳斯达克 100 股息乘数 600 ETF | 196 | -0.51 | 21 | 10.53 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 6,140 | 5.64 | 671 | 6.35 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 650 | -2.84 | 67 | -8.22 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 7,389 | -2.81 | 807 | 15.12 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 5,674 | 0.67 | 589 | -4.39 | ||||
| 2025-08-28 | NP | 安本标准全球基础设施收益基金 | 81,620 | 0.00 | 8,469 | -5.05 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 386,181 | 0.66 | 40,070 | -4.42 | ||||
| 2025-08-28 | NP | 景顺Qqq信托，系列1 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 | 11,022,000 | 0.37 | 1,143,643 | -4.69 | ||||
| 2025-07-29 | NP | PRUAX - PGIM Jennison 公用事业基金 A 类 | 934,058 | 33.82 | 96,666 | 30.59 | ||||
| 2025-07-31 | 13F | 城邦银行 | 5,655 | 0.00 | 587 | -5.02 | ||||
| 2025-08-26 | NP | Nuveen 实物资产收益与增长基金 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 | 5,915 | 58.96 | 614 | 50.99 | ||||
| 2025-08-28 | NP | TPMN - 蒂莫西计划市场中性 ETF | 660 | -38.20 | 68 | -41.38 | ||||
| 2025-05-14 | 13F | 范赫尔岑资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 31,302 | -4.76 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 582 | 15.02 | 60 | 9.09 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 625,014 | 3.24 | 64,851 | -1.96 | ||||
| 2025-06-18 | NP | 惠灵顿全球多元策略基金 | 219 | 24 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 117 | -0.85 | 12 | 0.00 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 4,506 | -0.02 | 468 | -5.08 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 3,186 | 6.70 | 331 | 1.23 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 15,973 | 0.72 | 1,657 | -4.33 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 8,371 | -36.62 | 869 | -39.85 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 3,312 | -22.02 | 344 | -26.08 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 1,169,737 | 3.15 | 121,372 | -2.05 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 2,596 | 2.16 | 269 | -2.89 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 4,777 | 494 | ||||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 14,252 | 1.24 | 1,479 | -3.90 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 11,877 | -5.57 | 1,232 | -10.33 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 134 | 0.00 | 14 | -7.14 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 5,192 | -50.17 | 1 | -100.00 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 2,121 | 0.00 | 220 | -4.76 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 16,653 | 6.05 | 1,728 | 0.70 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 115,813 | 11.92 | 12,018 | 6.29 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | IMA 财富公司 | 322 | 1.26 | 33 | -2.94 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 16,032 | 382.75 | 1,737 | 432.52 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 1,416 | 150 | ||||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 2,688 | 279 | ||||||
| 2025-06-23 | NP | OTPIX - 纳斯达克 100 深度投资者类别 | 2,139 | -14.13 | 232 | -5.71 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -33,428 | -420.87 | -3,468 | -404.75 | |||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 28,523 | 5.31 | 2,952 | 2.75 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 2,819 | 0.64 | 293 | -3.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/惠灵顿能源投资组合 IB 级 | 14,563 | 0.42 | 1,511 | -4.61 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 984 | 0.61 | 102 | -3.77 | ||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 2,000 | 0.00 | 208 | -5.05 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 25 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | NP | UPW - ProShares Ultra 实用程序 | 5,114 | 10.62 | 529 | 7.96 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 3,298 | 0.00 | 342 | -5.00 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 125 | 0.00 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 1,925 | -0.67 | 200 | -5.69 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 1,760 | -5.27 | 183 | -10.34 | ||||
| 2025-07-14 | 13F | LCM资本管理公司 | 2,039 | 2.36 | 212 | -2.76 | ||||
| 2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 2,990 | 0.34 | 310 | -4.62 | ||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 12,291 | -9.43 | 1,275 | -13.97 | ||||
| 2025-08-14 | 13F | 原资本有限责任公司 | 150 | 0.00 | 16 | -6.25 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8 | 1 | ||||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 46,010 | 0.72 | 4,774 | -4.37 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 67,472 | -13.81 | 6,983 | -15.89 | ||||
| 2025-07-24 | 13F | 东方银行 | 386,961 | 4.28 | 40,151 | -0.98 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 遗产财富顾问 | 1,293 | 2.86 | 134 | -2.19 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 4,500,857 | 3.59 | 467,009 | -1.63 | ||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 101,540 | 0.20 | 10,536 | -4.86 | ||||
| 2025-08-28 | NP | GPAFX - Victory RS 大盘 Alpha 基金 A 类 | 82,450 | 9.51 | 8,555 | 4.00 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 258 | 0.00 | 27 | -7.14 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 1,979 | -2.17 | 205 | -7.24 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 5,698 | 6.86 | 591 | 1.55 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 190,857 | -16.87 | 19,803 | -21.07 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 34,045 | 0.71 | 3,533 | -4.36 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 12,557 | -33.03 | 1,303 | -36.43 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 128,565 | -11.26 | 13,340 | -15.74 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 76,657 | 4.84 | 7,954 | -0.45 | ||||
| 2025-06-26 | NP | FUGAX - 富达顾问公用事业基金 A 类 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 | 339,599 | 32.86 | 36,792 | 46.35 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 10,310 | -0.09 | 1,070 | -5.15 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 346,478 | -19.82 | 35,951 | -23.86 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 17,081 | 6.13 | 1,772 | 0.80 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 7,800 | 0.00 | 809 | -5.05 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 9,971 | 23.94 | 1,035 | 17.63 | ||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 11,893 | -3.07 | 1,234 | -7.91 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 1,148 | 5.51 | 119 | 0.85 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 57,678 | -5.83 | 5,985 | -10.59 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 42,794 | -84.38 | 4,440 | -85.17 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 3,226 | 13.63 | 335 | 7.74 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 10,418 | 76.40 | 1,081 | 67.44 | ||||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 8,058 | 743 | ||||||
| 2025-08-18 | 13F | 芬沃德银行 | 4,845 | -5.83 | 503 | -10.68 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 2,576 | -0.69 | 267 | -3.27 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 2,512 | 0.00 | 261 | -5.11 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 4,835,308 | -3.24 | 501,712 | -8.12 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 5,080 | 82.73 | 527 | 73.93 | ||||
| 2025-07-09 | 13F | 伯特财富顾问 | 3,078 | 0.00 | 319 | -5.06 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 629 | -22.82 | 65 | -26.97 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 19,173 | 4.05 | 2,181 | 9.88 | ||||
| 2025-05-13 | 13F | 枫棕雅培有限公司 | 874,707 | 29.31 | 95,587 | 53.16 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 130,576 | 6.62 | 13,549 | 1.25 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 7,964 | -2.58 | 826 | -7.50 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 4,924 | 2.58 | 511 | -2.67 | ||||
| 2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 3,696 | -33.82 | 382 | -35.47 | ||||
| 2025-05-30 | NP | RMHX - 城市国家罗奇代尔股息和收入基金 N 级 | 34,500 | -2.54 | 3,770 | 15.47 | ||||
| 2025-08-05 | 13F | ANTIPODES 合作伙伴有限公司 | 1,131,459 | -12.51 | 117,409 | -16.92 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 157,641 | -2.42 | 16,357 | -7.34 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 1,999 | -81.01 | 207 | -82.00 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 14,579 | 3.57 | 1,513 | -1.69 | ||||
| 2025-07-16 | 13F | 伦道夫公司 | 141,100 | 295.46 | 14,640 | 275.58 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 862 | 1.06 | 76 | 2.74 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 麦克多诺资本管理公司 | 2,786 | -3.26 | 289 | -7.96 | ||||
| 2025-08-26 | NP | MADFX - Matrix Advisors 股息基金 | 24,550 | -2.77 | 2,547 | -7.68 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 价值投资组合 A 类 | 111,660 | -3.17 | 11,586 | -8.06 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 5,146 | -7.78 | 534 | -12.48 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 22,599 | 1.89 | 2,448 | 12.24 | ||||
| 2025-08-08 | 13F | 咨询资源组 | 3,065 | -22.03 | 318 | -26.11 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 1,523 | -6.22 | 158 | -10.73 | ||||
| 2025-06-25 | NP | FXU - First Trust Utilities AlphaDEX 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 | 350,442 | 202.57 | 37,967 | 233.27 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 2,707 | 2.50 | 281 | -2.78 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 5,000 | 0.00 | 519 | -5.13 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 26,262 | 18.06 | 2,725 | 12.10 | ||||
| 2025-05-14 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 中西部信托公司 | 90,660 | 9,407 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 1,437 | 14.32 | 149 | 8.76 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 9,476 | 0.00 | 983 | -5.02 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 543 | 56 | ||||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 12 | 1 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 278 | -6.08 | 29 | -12.50 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 40,743 | 0.48 | 4,227 | -4.58 | ||||
| 2025-05-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 4,963 | 0.00 | 515 | -5.17 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 3,474 | -3.18 | 360 | -8.16 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 3,375 | 0.00 | 350 | -4.89 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 6,687 | 6.79 | 694 | 1.32 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,682 | 3.44 | 175 | -1.69 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 161,090 | 166.36 | 17,602 | 215.62 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 107,058 | -0.57 | 11,108 | -5.58 | ||||
| 2025-08-06 | 13F | 南州公司 | 6,630 | -3.00 | 688 | -7.91 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 15,157 | -10.13 | 1,572 | -14.66 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 19,300 | 15.92 | 1,997 | 13.14 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 140,708 | 1.13 | 15,244 | 11.39 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 7,923 | -14.61 | 822 | -18.85 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 19,544 | 522.02 | 2,028 | 490.96 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 43 | 7.50 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 580 | -67.60 | 60 | -69.23 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 17,181,157 | 1.95 | 1,782,717 | -3.19 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 494,740 | -9.65 | 51,334 | -14.21 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 488,729 | 18.46 | 50,711 | 12.48 | ||||
| 2025-06-26 | NP | LSVMX - LSV 美国管理波动性基金机构类别股票 | 1,400 | 0.00 | 152 | 10.22 | ||||
| 2025-04-29 | 13F | 佩森公司 | 8,052 | 12.47 | 880 | 33.18 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 72,170 | 0.00 | 7,488 | -5.05 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 13,293 | -0.29 | 1,379 | -5.29 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 7,255 | 10.14 | 753 | 4.59 | ||||
| 2025-08-19 | NP | BUFDX - 布法罗股息焦点基金投资者类别 | 15,700 | 0.00 | 1,629 | -5.01 | ||||
| 2025-07-07 | 13F | 投资者研究公司 | 56 | 0.00 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | 投资公司 | 5,957 | -5.55 | 618 | -10.30 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 8,723 | 54.69 | 905 | 46.92 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 1,011 | 0.00 | 115 | 4.59 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 634 | 0.00 | 66 | -5.80 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 190 | 0.00 | 20 | -5.00 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 920 | -28.90 | 95 | -30.66 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 346,448 | 6.36 | 37,534 | 17.15 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 36,909 | 34.83 | 3,830 | 28.02 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1,385 | 0.29 | 144 | -4.67 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 78,913 | -21.10 | 8,188 | -25.07 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 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 | 131,702 | 1.61 | 14,269 | 11.91 | ||||
| 2025-08-25 | NP | BILD - 麦格理全球上市基础设施 ETF | 1,416 | 0.28 | 147 | -5.19 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 3,119 | 0.00 | 324 | -5.00 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,709 | 20.03 | 281 | 14.23 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 643,249 | 1.81 | 66,744 | -3.32 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 17,671,559 | -20.05 | 1,833,601 | -24.08 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 400,112 | -7.52 | 41,516 | -12.18 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 2,679 | -50.09 | 280 | -49.64 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 114,629 | 0.04 | 11,894 | -5.01 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 340 | -42.37 | 35 | -45.31 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 14,498 | -1.28 | 1,584 | -1.25 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 8,006 | -3.74 | 831 | -8.59 | ||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 78 | 0.00 | 8 | 0.00 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 21,916 | -9.97 | 2,268 | -12.13 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 368,409 | 6.39 | 38,226 | 1.56 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 108,491 | 12.77 | 11,257 | 7.08 | ||||
| 2025-07-24 | NP | Tema ETF Trust - 电气化 ETF 主题 | 28,515 | 18.10 | 2,951 | 15.27 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 410 | 0.00 | 43 | -4.55 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 12,653 | 17.37 | 1,313 | 11.47 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 838 | 0.00 | 87 | -5.49 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 4,041 | 0.00 | 419 | -4.99 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 3,699 | 384 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,358 | 2.41 | 141 | -2.78 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 77,447 | 1.27 | 8,036 | -3.84 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 4,100 | -57.73 | 425 | -59.87 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,253 | 0.97 | 130 | -3.70 | ||||
| 2025-04-17 | 13F | MFA财富服务 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 1,160 | 42.68 | 120 | 36.36 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 49,737 | 1.45 | 5,389 | 11.74 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,725 | 9.66 | 283 | 4.06 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 2,145 | 1.23 | 223 | -3.90 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 6,713 | 0.03 | 701 | 2.79 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 362 | -35.59 | 38 | -39.34 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 2,895 | -0.17 | 0 | |||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 4,096 | 0.00 | 425 | -4.92 | ||||
| 2025-07-14 | 13F | E&G 顾问有限合伙人 | 3,468 | 0.00 | 360 | -5.03 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 2,510 | 0.16 | 260 | -4.76 | ||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 34,709 | -3.65 | 3,793 | 39.98 | ||||
| 2025-08-14 | 13F | 道富银行 | 28,516,466 | 2.35 | 2,958,869 | -2.81 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 4,958 | 537 | ||||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,874 | 4.74 | 311 | 15.61 | ||||
| 2025-05-30 | NP | WBIL - WBI BullBear Quality 3000 ETF | 3,466 | 379 | ||||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 7,185 | -29.75 | 745 | -33.30 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 2,604 | -16.43 | 270 | -20.59 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 2,090 | 217 | ||||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 15,921 | 5.32 | 1,652 | 0.00 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 3,707 | -0.40 | 385 | -5.42 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 3,624 | -15.15 | 376 | -19.31 | ||||
| 2025-08-06 | 13F | 聪明货币集团有限责任公司 | 5,769 | 0.91 | 599 | -4.17 | ||||
| 2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 541 | 0.00 | 56 | -5.08 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 7,780 | 0.46 | 807 | -4.61 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 2,686 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 20,412 | -5.75 | 2,118 | -10.52 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 18,027 | 0.69 | 1,870 | -4.40 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 2,313 | 240 | ||||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 3,760 | -8.52 | 390 | -13.14 | ||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 9,713 | -15.83 | 1,008 | -20.08 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 149 | 55.21 | 16 | 128.57 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 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 | 6,727,153 | 0.86 | 696,193 | -1.58 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 68,233 | 7.26 | 7,080 | 1.84 | ||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | FDL - 第一信托晨星股息领先指数基金 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 | 665,439 | -6.45 | 69,046 | -11.17 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 5,393 | 560 | ||||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 130,646 | 0.00 | 13,556 | -5.04 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 245,110 | -7.85 | 25,433 | -12.50 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 41,842 | 5.94 | 4,330 | 3.39 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 7,764 | 0.00 | 806 | -5.07 | ||||
| 2025-08-26 | NP | FKUTX - 富兰克林公用事业基金 A1 级 | 600,000 | 0.00 | 62,256 | -5.04 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 907 | -13.87 | 94 | -18.26 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 34,398 | 0.36 | 3,727 | 10.53 | ||||
| 2025-04-23 | 13F | Aspetuck 财务管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 12,043 | 17.33 | 1,250 | 11.42 | ||||
| 2025-04-15 | 13F | 弗吉尼亚财富管理集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-31 | NP | FDLO - 富达低波动因子 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 | 39,047 | 6.75 | 3,841 | 6.31 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 57,370 | 5,953 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 21,010 | -0.53 | 2,180 | -5.55 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 16,564 | 8.35 | 1,719 | 2.87 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 3,790 | 0.37 | 393 | -4.61 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 19,013 | 9.13 | 1,968 | 6.50 | ||||
| 2025-05-28 | NP | FGIAX - Nuveen 全球基础设施基金 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 | 14,405 | -17.80 | 1,574 | 10.61 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 13,157 | 150.47 | 1,365 | 138.22 | ||||
| 2025-08-14 | 13F | 桑迪亚投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 公用事业系列投资组合 IB 级 | 78,629 | 9.50 | 8,159 | 3.98 | ||||
| 2025-07-25 | NP | ABVAX - AB 价值基金 A 类 | 102,252 | -3.29 | 10,582 | -5.62 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 68,389 | 7,409 | ||||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 22,091 | 0.00 | 2,286 | -2.39 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 3,273,222 | -0.38 | 339,630 | -5.40 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 914 | -1.93 | 95 | -6.93 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 9,259 | 6.78 | 961 | 1.37 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 5 | 1 | ||||||
| 2025-08-08 | 13F | Abc 套利 Sa | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 10,977 | 7.42 | 1,139 | 2.80 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 43,663 | 2.11 | 4,530 | -3.04 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 3,270 | 2.64 | 339 | -2.59 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 12,345 | -3.81 | 1,281 | -8.70 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 13,060 | 11.08 | 1,415 | 22.32 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,430 | 21.50 | 148 | 15.63 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 57,783 | -23.01 | 5,996 | -26.89 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 7,365 | 4.39 | 764 | -0.78 | ||||
| 2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 44,795 | -0.75 | 4,895 | 17.59 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 243,980 | 1.77 | 25,315 | -3.36 | ||||
| 2025-06-18 | NP | HUDIX - Huber Capital 多元化大盘价值基金投资者类别 | 300 | 0.00 | 33 | 10.34 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 20,456 | 1.87 | 2,123 | -3.28 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 8,399 | 17.78 | 869 | 14.95 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 113,069 | -8.97 | 11,732 | -13.56 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 81,305 | 5.09 | 8,436 | -0.20 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 319,218 | 9.69 | 33,122 | 4.16 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 408 | -20.93 | 42 | -25.00 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 111,014 | 0.00 | 11,519 | -5.05 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 449 | 4.91 | 47 | 0.00 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 8,229 | 60.97 | 844 | 54.40 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 7,452 | -2.29 | 773 | -7.20 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,704,322 | 8.97 | 176,840 | 3.48 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 18,075 | 3.87 | 1,876 | -1.37 | ||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 2,240 | 0.00 | 232 | -4.92 | ||||
| 2025-08-26 | NP | IGF - iShares 全球基础设施 ETF | 1,229,061 | 13.42 | 127,527 | 7.70 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 200 | 21 | |||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 1,940 | 0.00 | 210 | 10.53 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 11,526 | -1.76 | 1,196 | -6.71 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 8,909 | -1.83 | 924 | -6.76 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 2,704,890 | 3.64 | 280,660 | -1.59 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 78,107 | 27.41 | 8,105 | 20.99 | ||||
| 2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 3,240 | 56.75 | 336 | 93.10 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 1,600 | 12.52 | 166 | 7.10 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 361 | 0.00 | 39 | 18.18 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,194,437 | -1.54 | 123,930 | -6.51 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 202,900 | 13.42 | 21,053 | 7.69 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 235,745 | -7.07 | 25,541 | 2.36 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 3,749 | 0.00 | 389 | -5.13 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 3,643 | 13.14 | 378 | 7.41 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 4,369 | 17.41 | 477 | 39.07 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 63 | 7 | ||||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 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 | 765,894 | 8.77 | 79,262 | 6.14 | ||||
| 2025-07-30 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 3,224 | 0.40 | 334 | -4.57 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 13,890 | 12.34 | 1,437 | 9.61 | ||||
| 2025-08-11 | 13F | 道夫菲尔普斯投资管理公司 | 762,162 | 0.00 | 79,082 | -5.04 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 7,886 | 1.94 | 818 | -3.20 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 2,934 | 0.00 | 318 | 10.07 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 183,954 | -0.68 | 19,087 | -5.68 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 9,732 | -22.32 | 1,010 | -26.24 | ||||
| 2025-07-24 | 13F | Acima 私人财富有限公司 | 1,224 | 0.00 | 127 | -4.51 | ||||
| 2025-06-25 | NP | ECLN - First Trust EIP 碳影响 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 | 8,535 | 0.00 | 925 | 10.13 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,117 | -4.24 | 323 | -9.01 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 33,652 | 0.69 | 3,492 | -4.41 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 160,277 | 0.00 | 16,630 | -5.04 | ||||
| 2025-07-14 | 13F | 库欣资产管理公司 | 17,000 | 0.00 | 1,764 | -5.06 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 16,640 | 7.98 | 1,727 | 2.55 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 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 | 989,141 | 0.80 | 102,366 | -1.63 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 18,818 | 4.77 | 1,947 | 2.26 | ||||
| 2025-05-22 | NP | MDIV - 多资产多元化收益指数基金 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 | 14,045 | -5.63 | 1,535 | 11.81 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 6,568 | 7.85 | 682 | 2.41 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 190 | 0.00 | 20 | -5.00 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 4,100 | -6.82 | 425 | -11.46 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,746 | 23.48 | 181 | 17.53 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 3,349 | 0.00 | 347 | -4.93 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 10,476 | 5.34 | 1,087 | 0.00 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 7,794 | -0.37 | 809 | -5.39 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 7,186 | 267.76 | 746 | 249.77 | ||||
| 2025-08-08 | 13F | 创意策划 | 302,475 | 1.49 | 31,385 | -3.63 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 50 | 11.11 | 5 | 25.00 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 4,986 | -1.70 | 517 | -6.68 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 桑迪泉银行 | 4,850 | -1.02 | 530 | 17.29 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 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 | 1,366,030 | -15.57 | 147,996 | -7.00 | ||||
| 2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 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 | 18,200 | -91.90 | 1,888 | -92.31 | ||||
| 2025-08-29 | NP | MAVF-Matrix Advisors价值ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 5,213 | 302.24 | 541 | 318.60 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 36,173 | 6.41 | 3,753 | 1.05 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,776 | 77.60 | 184 | 68.81 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 2,637 | 0.84 | 274 | -4.21 | ||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 3,247 | -3.13 | 337 | -8.20 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 70,000 | 6.71 | 7,263 | 1.33 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 139,400 | -4.39 | 14,464 | -9.21 | |||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 40,805 | 0.00 | 4,223 | -2.43 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 2,811 | 0.00 | 276 | -0.36 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 2,934 | 6.85 | 0 | |||||
| 2025-07-14 | 13F | 银行与信托公司 | 6,434 | 0.00 | 668 | -5.12 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 7,262 | -1.90 | 754 | -6.81 | ||||
| 2025-06-24 | NP | NFRA - FlexShares STOXX 全球广泛基础设施指数基金 | 175,032 | -9.57 | 18,963 | -0.40 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 421,794 | 18.64 | 43,808 | 12.77 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 11,086 | 12.20 | 1,150 | 6.58 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 3,683 | 381 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 52,467,779 | 0.38 | 5,444,057 | -4.68 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 172 | 0.00 | 18 | -5.56 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 6,530 | 0.00 | 678 | -5.05 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 758 | -2.07 | 78 | -4.88 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 41,772 | 1.57 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 697 | -21.60 | 72 | -25.77 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 4,180 | 434 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 10,039 | -0.26 | 1,042 | -5.28 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 11,898 | -20.14 | 1,235 | 123,300.00 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 758 | 0.00 | 79 | -4.88 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,488 | 258 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 1,269,576 | -27.18 | 131,731 | -30.85 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 7,032 | 79.94 | 730 | 70.73 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 8,417 | 0.00 | 873 | -5.01 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 17,003 | 32.80 | 1,760 | 29.62 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,862 | 0.00 | 193 | -2.54 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 4,761 | 1.64 | 494 | -3.33 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 78,517 | 5.34 | 8,147 | 0.02 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 10,013 | 3.53 | 1,039 | -1.70 | ||||
| 2025-08-14 | 13F | 达格科公司 | 4,035 | 0.12 | 419 | -5.00 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 8,271 | -2.06 | 858 | -6.94 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 2,883 | 0.00 | 299 | -5.08 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 6,377 | -5.46 | 662 | -10.31 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 26,240 | 9.04 | 2,723 | 3.54 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 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 | 271,443 | 0.88 | 28,165 | -4.21 | ||||
| 2025-05-27 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 120,300 | -52.88 | 13,145 | -49.82 | ||||
| 2025-08-26 | NP | WFMDX - 富国银行特殊中型价值基金管理员班 | 3,643,000 | 0.00 | 377,998 | -5.04 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 8,694 | 902 | ||||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 1,794 | -2.71 | 186 | -7.46 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 2,950 | -1.99 | 305 | -4.39 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 53,852 | 10,276.11 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,215 | 3.26 | 251 | 9.61 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 2,673,814 | 4.27 | 277,435 | -0.98 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 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 | 232,836 | 9.44 | 25,225 | 20.55 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 28,100 | -15.36 | 2,916 | -19.63 | |||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 123,625 | -17.58 | 12,794 | -19.57 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 11,000 | -64.97 | 1,141 | -66.74 | |||
| 2025-08-14 | 13F | 高盛集团公司 | 3,637,324 | -13.26 | 377,409 | -17.63 | ||||
| 2025-09-03 | 13F | Q3 资产管理 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 100 | 0.00 | 11 | 10.00 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 2,605 | -3.05 | 270 | -7.85 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 22,584 | 14.77 | 2,343 | 8.98 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 7,279 | 0.00 | 753 | -2.33 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 36,307 | -5.30 | 3,767 | -10.07 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 224,618 | 0.22 | 24,335 | 10.39 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 1,029,774 | 1.25 | 106,849 | -3.86 | ||||
| 2025-06-26 | NP | JEEBX - 约翰汉考克基础设施基金 A 类 | 174,593 | -4.73 | 18,915 | 4.93 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 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 | 4,714 | 28.83 | 511 | 42.06 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,039 | -58.26 | 212 | -60.41 | ||||
| 2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 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 | 190,454 | 941.30 | 19,762 | 889.04 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 24,838 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 493,565 | 13.85 | 51,079 | 11.10 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 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 | 2,782 | -46.02 | 301 | -40.51 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 5,708 | -6.55 | 592 | -11.24 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 7,493 | -12.03 | 812 | -3.11 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 2,368 | -2.91 | 246 | -7.89 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 136,100 | 0.00 | 14,122 | -5.04 | |||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 16,915 | 1,833 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 9,041 | 8.63 | 938 | 3.19 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 2,418,151 | -31.54 | 250,907 | -34.99 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 242,295 | 1.00 | 25,141 | -4.09 | |||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 322,904 | 5.80 | 34,983 | 16.54 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 26,558 | 849.86 | 2,748 | 828.38 | ||||
| 2025-07-23 | 13F | 钛信托公司 | 6,713 | 0.00 | 697 | -5.05 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 8,533 | -2.03 | 883 | -5.86 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 14,699 | 0.00 | 1,525 | -5.04 | ||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 4,193 | -10.65 | 435 | -15.04 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 35,206 | -1.11 | 3,653 | -6.12 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 5,521 | -5.28 | 573 | -10.06 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 616,450 | -1.89 | 63,963 | -6.84 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 2,377 | 5.18 | 247 | 0.00 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 30,412 | 0.55 | 3,156 | -4.54 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 315,530 | -1.24 | 32,654 | -3.62 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 2,253 | 0.00 | 234 | -5.28 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 3,209 | -18.20 | 348 | -9.87 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 73 | 8 | ||||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 4,979 | 517 | ||||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 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 | 57,487 | -7.91 | 5,949 | -10.14 | ||||
| 2025-06-27 | NP | PUI - Invesco DWA 公用事业动量 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 | 16,495 | 43.95 | 1,787 | 58.56 | ||||
| 2025-08-27 | NP | CMALX - 克劳福德多元资产收益基金 | 29,800 | -5.31 | 3,092 | -10.06 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 6,936 | 1.55 | 720 | -3.62 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 7,373 | -1.90 | 765 | -6.82 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 14,764 | -2.19 | 1,532 | -7.16 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 327 | 16.79 | 34 | 10.00 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 9,766 | 0.00 | 1,013 | -5.06 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 269 | -7.88 | 28 | -12.90 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 8,487 | -21.19 | 927 | -6.65 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 3,329 | -8.37 | 345 | -12.88 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 2,966 | 0.24 | 341 | 6.23 | ||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 58,753 | 6,365 | ||||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 2,515 | -0.98 | 261 | -6.14 | ||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 317 | -62.40 | 33 | -65.22 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 2,184 | 227 | ||||||
| 2025-08-05 | 13F | 百年银行/AR/ | 4,499 | -0.88 | 467 | -5.86 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 11,839 | 25.44 | 1,228 | 19.11 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 102,758 | 5.66 | 10,634 | 3.11 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 68,294 | -0.37 | 7,086 | -5.39 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 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 | 20 | 17.65 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 438 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 19,635 | -0.11 | 2,037 | -5.12 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 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 | 365,173 | -6.79 | 37,890 | -11.49 | ||||
| 2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 6,694 | -2.12 | 695 | -7.10 | ||||
| 2025-05-06 | 13F | PFG顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 4,553 | 46.21 | 472 | 38.82 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 370 | 32.14 | 38 | 26.67 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 9 | -10.00 | 1 | |||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 44,368 | 0.00 | 4,604 | -5.05 | ||||
| 2025-07-28 | NP | VCNIX - 纳斯达克 100 指数基金 | 33,589 | -3.01 | 3,476 | -5.34 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 4,789 | 11.55 | 0 | |||||
| 2025-08-29 | NP | 坎托·菲茨杰拉德可持续基础设施基金 | 25,912 | 0.00 | 2,689 | -5.05 | ||||
| 2025-07-29 | NP | PGSYX - 胜利先锋全球股票基金Y类 | 98,734 | 10,218 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 100 | 13.64 | 10 | 11.11 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 阿盖尔资本管理公司 | 6,600 | 0.00 | 685 | -5.13 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 24 | 100.00 | 2 | 100.00 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 2,297 | -4.37 | 0 | |||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,947 | 0.00 | 202 | -5.19 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 184,976 | 9.54 | 19 | 5.56 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 33,116 | 3.59 | 3,436 | -1.63 | ||||
| 2025-04-28 | 13F | 业林拉皮多控股管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 6,240 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 5,220 | 0.00 | 542 | -5.09 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 119,450 | -0.87 | 12,394 | -5.86 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,433 | -39.15 | 149 | -42.41 | ||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | ZAP-Global X 美国电气化 ETF | 25,056 | 7.53 | 2,715 | 18.46 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 2,060 | 0.00 | 214 | -2.29 | ||||
| 2025-08-07 | 13F | FDx 顾问公司 | 1,983 | -2.17 | 0 | |||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 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 | 7,014 | -3.89 | 728 | -8.78 | ||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 92,700 | 9,619 | ||||||
| 2025-06-25 | NP | VRAI - Virtus 实物资产收益 ETF | 1,481 | -7.38 | 160 | 1.91 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 795,343 | -4.08 | 86,167 | 5.65 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 9,316 | 5.61 | 967 | 0.31 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 647 | -0.77 | 67 | -5.63 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 4,068 | 80.80 | 422 | 72.24 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 5,844 | -63.28 | 606 | -64.39 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 420,418 | 49.70 | 43,623 | 42.16 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values 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 | 9,989 | 1.71 | 1,082 | 12.12 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 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 | 79 | 36.21 | 9 | 60.00 | ||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 4,663 | -6.33 | 484 | -11.05 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 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 | 17,090 | 3.93 | 1,852 | 14.47 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 100 | 0.00 | 11 | 0.00 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 350,168 | 10.93 | 36,333 | 5.33 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 4,534 | 17.40 | 469 | 14.67 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 7,862 | 16.70 | 816 | 10.73 | ||||
| 2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 72,530 | 1.21 | 7,526 | -3.90 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 1,838 | -4.87 | 181 | -4.76 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 2,952 | 0.00 | 306 | -4.97 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 204,880 | -3.37 | 21 | -8.70 | ||||
| 2025-07-24 | NP | FSUTX - 公用事业产品组合 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 | 375,821 | -32.98 | 38,894 | -34.59 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 3,099 | 19.38 | 322 | 13.43 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 90,993 | 49.90 | 9,441 | 42.36 | ||||
| 2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 2,052 | 0.00 | 213 | -5.36 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,122 | 0.81 | 116 | -4.13 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 1,847 | 0.00 | 191 | -2.05 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 579 | -13.84 | 66 | -8.45 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 156,076 | -0.12 | 16,194 | -5.16 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 2,948 | 0.55 | 306 | -4.69 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 8,838 | -2.69 | 917 | -7.56 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 1,261 | 0.00 | 131 | -5.11 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 5,350 | -4.46 | 555 | -9.17 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 349 | 11.15 | 38 | 23.33 | ||||
| 2025-06-27 | NP | UTSL - Direxion 每日公用事业牛市 3 倍股票 | 9,052 | -39.85 | 981 | -33.78 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 89,313 | -1.72 | 9,267 | -6.67 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 218,593 | 1.68 | 22,681 | -3.44 | ||||
| 2025-07-18 | 13F | 自由资本管理公司 | 5,700 | 0.00 | 591 | -4.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 74,209 | -6.58 | 7,700 | -11.29 | ||||
| 2025-05-05 | 13F | 克里克穆尔资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | GINX - SGI 增强型全球收入 ETF | 509 | -87.75 | 54 | -87.20 | ||||
| 2025-08-13 | 13F | 空心布鲁克财富管理有限责任公司 | 59,985 | -0.15 | 6,224 | -5.18 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 32,667 | -3.04 | 3,390 | -7.93 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 10,943 | 15.48 | 1,135 | 9.66 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 3,589 | -0.77 | 372 | -5.82 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 29,691 | -1.83 | 3,081 | -6.78 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 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 | 19,929 | 42.83 | 2,159 | 104.84 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 4,645 | 1.77 | 482 | -3.41 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 5,354 | 556 | ||||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 79 | 2.60 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | ARSKX - 阿切尔股票基金 | 2,000 | 0.00 | 207 | -2.83 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 3,389 | -23.12 | 352 | -27.03 | ||||
| 2025-08-11 | 13F | 里夫斯 WH 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 3,396 | 352 | ||||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 17,611 | -5.64 | 1,827 | -10.40 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 51,907 | -8.97 | 5,386 | -13.56 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 4,431 | -5.74 | 480 | 3.90 | ||||
| 2025-07-07 | 13F | 信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 联合社区银行 | 20,030 | 2.01 | 2,078 | -3.12 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 纳斯达克 100 指数基金标准 | 4,225 | -1.22 | 438 | -6.21 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 3,040 | -6.86 | 315 | -11.52 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | Call | 12,000 | -1.64 | 1,245 | -6.60 | |||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 824,135 | 3.25 | 85,512 | -1.96 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 828 | -15.34 | 86 | -19.81 | ||||
| 2025-08-13 | 13F | 永星资产管理有限公司 | 8,753 | 18.81 | 908 | 12.94 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TIMVX - TIAA-CREF 机构级中型价值基金 | 285,003 | -1.59 | 30,877 | 8.40 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 11,947 | -9.77 | 1,240 | -14.32 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,709 | -37.42 | 177 | -39.10 | ||||
| 2025-05-27 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 217 | 0.00 | 24 | 15.00 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 28,030 | 0.39 | 3 | 0.00 | ||||
| 2025-08-28 | NP | TPHE - Timothy Plan 高股息股票增强型 ETF | 2,900 | -64.68 | 301 | -66.56 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 419,422 | -11.19 | 44 | -15.69 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 982 | 0.00 | 102 | -5.61 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 4,158 | -16.91 | 426 | -20.37 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 15,806 | -9.81 | 1,712 | -0.64 | ||||
| 2025-08-15 | 13F | Kestra 投资管理有限责任公司 | 14 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 2,904 | 0.00 | 301 | -5.05 | ||||
| 2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 25,937 | 1.19 | 2,691 | -3.89 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 59,960 | -4.03 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | 中西部资本顾问有限公司 | 195 | 0.00 | 20 | -4.76 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 2,023,913 | -7.86 | 219,271 | 1.49 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 34,708 | -8.44 | 3,601 | -13.06 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 7,818 | 811 | ||||||
| 2025-08-13 | 13F | RWC 资产管理有限公司 | 104,703 | -0.20 | 10,864 | -5.23 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 13,843 | -7.32 | 1,436 | -12.01 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,298 | 18.97 | 135 | 12.61 | ||||
| 2025-04-25 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 371 | -0.27 | 39 | 5.41 | ||||
| 2025-03-31 | NP | FDRR - 利率上涨的富达股息 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 | 15,812 | -1.63 | 1,555 | -2.02 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 19,841 | 4.35 | 2,059 | -0.91 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 7,800 | -6.02 | 809 | -10.71 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 5,639 | 7.66 | 585 | 1.92 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 3,289 | 1.76 | 341 | -3.40 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 4,753 | 9.04 | 493 | 3.57 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 17,500 | 0.45 | 1,816 | -4.62 | ||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 5,075 | -36.78 | 527 | -40.02 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 10,869 | 75.36 | 1,128 | 97.37 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 29,170 | -6.63 | 3,027 | -11.34 | ||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 2,414 | 250 | ||||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 377 | 42 | ||||||
| 2025-06-30 | NP | VGENX - 先锋能源基金投资者股票 | 1,997,335 | -3.67 | 216,391 | 6.11 | ||||
| 2025-04-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 12,044 | -10.12 | 1,277 | 19.91 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 4,470 | 0.00 | 464 | -5.12 | ||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 200,000 | 0.00 | 21,668 | 10.15 | ||||
| 2025-03-28 | NP | USISX - 收益股票基金份额 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 224 | 12.00 | 23 | 9.52 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 2,500 | 0.00 | 259 | -5.13 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | NP | PGSLX - 全球可持续上市基础设施基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 15,524 | 52.74 | 1,682 | 68.27 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 20,537 | -0.07 | 2,131 | -5.12 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 8,861 | 3.56 | 919 | -1.61 | ||||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 2,951 | 337 | ||||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 9,500 | 986 | |||||
| 2025-07-18 | 13F | TruNorth 资本管理有限公司 | 137 | -75.92 | 14 | -77.42 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 13,542 | 3.28 | 1,467 | 13.81 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 3,170 | 329 | ||||||
| 2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 38,817 | -0.72 | 4,017 | -3.11 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 9,000 | 2,900.00 | 934 | 2,815.63 | |||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 16,656 | 5.52 | 1,728 | 0.23 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 1,977 | 0.00 | 205 | -5.09 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 3,118 | -26.22 | 324 | -29.93 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 89 | 0.00 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 21,130 | -0.92 | 2,192 | -5.92 | ||||
| 2025-05-14 | 13F | 直径资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 5,131 | 0.12 | 532 | -5.00 | ||||
| 2025-08-28 | NP | Elevation Series Trust - Opal股息收入ETF | 49,572 | 5,144 | ||||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 10,212 | 32.09 | 1,060 | 25.47 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 2,396 | 4.77 | 249 | -0.40 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 794 | 0.00 | 82 | -4.65 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆纳斯达克 100 指数基金 (I) | 269,723 | -0.72 | 27,986 | -5.73 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 133,100 | 37.36 | 13,810 | 30.43 | |||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 215 | 3.37 | 22 | 0.00 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 69,200 | 6.30 | 7,180 | 0.94 | |||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 2,212 | 0.00 | 230 | -4.98 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 3,158 | 0.00 | 328 | -5.22 | ||||
| 2025-08-07 | 13F | W 顾问有限公司 | 3,277 | -5.07 | 340 | -9.81 | ||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 600 | 0.00 | 62 | -4.62 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 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 | 29,922 | -2.13 | 3,097 | -4.50 | ||||
| 2025-08-13 | 13F | 期权解决方案有限公司 | 3,000 | 0.00 | 311 | -4.89 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 4,755,677 | -9.20 | 493,449 | -13.78 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,670 | 0.04 | 277 | -4.81 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 18,845 | 0.00 | 1,955 | -5.05 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 6,933 | 22.21 | 719 | 16.16 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 2,318 | 0.09 | 241 | -5.14 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 8,400 | 180.00 | 872 | 166.36 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 46,103 | 0.65 | 4,784 | -4.42 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 164,119 | -12.26 | 17,029 | -16.68 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 4,520 | 23.50 | 468 | 20.36 | ||||
| 2025-06-25 | NP | FUTY - 富达 MSCI 公用事业指数 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 | 686,415 | 2.58 | 74,366 | 12.99 | ||||
| 2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 2,800 | 0.00 | 291 | -4.92 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 605,651 | -26.69 | 62,842 | -30.39 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 2,197 | 7.07 | 228 | 1.34 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 2,339 | 16.83 | 243 | 11.01 | ||||
| 2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 13,829 | -0.42 | 1,435 | -5.47 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 109 | 0.00 | 11 | 0.00 | ||||
| 2025-08-28 | NP | HSTRX - 赫斯曼战略总回报基金 | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-26 | NP | 第一信托增强型股权收益基金 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 | 42,500 | 0.00 | 4,410 | -5.04 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 1,658 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FUIIX - 富达电信和公用事业基金 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 | 290,700 | 28.46 | 31,494 | 41.50 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 14,521 | 0.00 | 1,507 | -5.04 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 6,469 | 2.13 | 671 | -3.03 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 795,435 | 15.34 | 82,320 | 12.56 | ||||
| 2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 300 | 0.00 | 31 | -3.12 | ||||
| 2025-07-31 | 13F | 中央银行 | 1,108 | -12.34 | 115 | -17.39 | ||||
| 2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 3,082 | -12.49 | 320 | -16.93 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 5,965 | 12.80 | 619 | 7.11 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 2,475 | -16.10 | 257 | -20.50 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 550 | 60 | ||||||
| 2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 18,966 | -9.83 | 1,968 | -14.40 | ||||
| 2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 2,289 | 0.79 | 245 | 17.22 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 4,357 | 4.23 | 452 | -0.88 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 100,356 | -17.21 | 10,413 | -21.39 | ||||
| 2025-07-30 | 13F | 道德公司 | 12,244 | 10.76 | 1,255 | 4.67 | ||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 75 | 0.00 | 8 | -12.50 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 392 | -10.09 | 41 | -13.04 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 3,554 | 57.61 | 369 | 49.59 | ||||
| 2025-08-26 | NP | FMGIX - Frontier MFG 核心基础设施基金机构类 | 16,075 | -13.95 | 1,668 | -18.32 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 217,874 | 3.43 | 22,607 | -1.79 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 320 | 0.00 | 33 | -2.94 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 11,584 | -2.50 | 1,202 | -7.47 | ||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 9,709 | 0.00 | 1,007 | -5.00 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 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 | 29,572 | -1.69 | 3,068 | -6.63 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 1,722 | 0.00 | 179 | -5.32 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 640 | -19.40 | 70 | -5.48 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 18,553 | 9.50 | 1,925 | 4.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 778,293 | 0.48 | 81 | -4.76 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 2,992 | -4.71 | 310 | -9.62 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 29,148 | 3.14 | 3,024 | -2.07 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 3,239 | 315 | ||||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 48,191 | 6.92 | 5,000 | 1.52 | ||||
| 2025-07-22 | 13F | IFS 顾问有限责任公司 | 571 | -34.44 | 59 | -37.89 | ||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 123 | 0.82 | 7 | -50.00 | |||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 18,153 | 13.78 | 1,884 | 8.03 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 56 | 6 | ||||||
| 2025-08-13 | 13F | 吉布森财富顾问有限责任公司 | 6,248 | 0.00 | 648 | -4.99 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 694,026 | 4.88 | 72,012 | -0.41 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 29,753 | -2.69 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 10,124 | 1.07 | 1,050 | -4.02 | ||||
| 2025-07-29 | 13F | Rockbridge资本管理有限公司 | 2,116 | 0.00 | 220 | -5.19 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 241,226 | 0.00 | 25,030 | -5.04 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 3,345 | 20.15 | 347 | 14.14 | ||||
| 2025-06-26 | NP | 贝莱德中型股股息系列有限公司 - 贝莱德中型股股息基金投资者 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 | 85,140 | -6.08 | 9,224 | 3.45 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 17,115 | 0.90 | 1,776 | -4.21 | ||||
| 2025-08-26 | NP | 贝莱德增强股本股息信托 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 | 78,675 | -0.83 | 8,163 | -5.83 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 5,885 | 2.37 | 635 | 1.11 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 424,588 | -66.33 | 44,055 | -68.03 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 15,188 | -60.71 | 1,576 | -62.71 | ||||
| 2025-08-13 | 13F | 洛克波特财富有限责任公司 | 2,352 | 244 | ||||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 5,139 | -0.52 | 533 | -5.50 | ||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 3,985 | -48.65 | 413 | -51.24 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,962 | 2.08 | 204 | -3.33 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 21,854 | 82.66 | 2,268 | 73.45 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 53 | 960.00 | 6 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 203 | 75.00 | 21 | 75.00 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 9,326 | -21.13 | 968 | -21.32 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 6,189 | -72.74 | 642 | -74.11 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 76,924 | -9.33 | 7,982 | -13.91 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 16,132 | -1.73 | 1,674 | -6.69 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 26,985 | -0.06 | 2,800 | -5.12 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 1,992,792 | -5.67 | 206,772 | -10.43 | ||||
| 2025-07-23 | 13F | 希思布里奇资本管理有限公司 | 222,350 | -1.35 | 23,071 | -6.33 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 275,674 | 1.62 | 29 | -3.45 | ||||
| 2025-06-27 | NP | RSPU - Invesco S&P 500 等权重公用事业 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 | 130,832 | 4.03 | 14,174 | 14.58 | ||||
| 2025-08-01 | 13F | 莫特科 | 44,692 | -2.95 | 5,056 | 0.50 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 20,033,905 | 2.05 | 2,078,721 | -3.10 | ||||
| 2025-07-23 | 13F | SpringVest财富管理有限公司 | 34,478 | 0.01 | 3,577 | -5.02 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 229,272 | 3,719.93 | 23,789 | 3,531.91 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 14,335 | 340.40 | 1,487 | 318.87 | ||||
| 2025-08-27 | NP | CDGCX - 克劳福德股息增长基金 - C 类 | 5,700 | 0.00 | 591 | -4.98 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 544 | 13.57 | 56 | 7.69 | ||||
| 2025-08-12 | 13F | 莎士比亚财富管理公司 | 2,627 | 0.00 | 273 | -5.23 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 300 | -52.00 | 31 | -54.41 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 2,015 | 0.00 | 209 | -5.00 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F | Claris Financial LLC | 2,260 | 234 | ||||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 32,016 | 3,322 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,910,288 | 0.18 | 198,212 | -4.87 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 14,114 | 7.44 | 1,465 | 2.02 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 2,062 | 793 | ||||||
| 2025-05-30 | NP | PGMAX - PIMCO全球核心资产配置基金A | 3,600 | 200.00 | 393 | 257.27 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 6,301 | 7.91 | 654 | 2.35 | ||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 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 | 32 | 23.08 | 3 | 50.00 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 1,243 | 0.00 | 129 | -5.19 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 4,790,287 | -1.06 | 497,040 | -6.05 | ||||
| 2025-08-28 | NP | BULIX - 公用事业基金投资者类别 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 | 106,057 | -27.15 | 11,004 | -30.82 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 37,718 | -2.25 | 3,914 | -7.19 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 48,155 | -0.56 | 4,984 | -2.96 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 2,626 | 1.98 | 273 | -3.20 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 540 | 125.00 | 56 | 115.38 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 15,721 | 7.27 | 1,631 | 1.87 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 2,841 | 9.23 | 295 | 3.52 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 25,375 | 9.17 | 2,626 | 6.53 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 267 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 68,045 | 35.65 | 7,060 | 28.81 | ||||
| 2025-08-26 | NP | Profunds - Profunds 公用事业副总裁 | 21,148 | 51.97 | 2,194 | 44.34 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 9,481 | 19.69 | 1,036 | 41.92 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 27,544 | -2.65 | 2,858 | -7.57 | ||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 1,213,221 | 68.13 | 131,440 | 85.19 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,062 | -9.46 | 115 | 0.00 | ||||
| 2025-05-28 | NP | DHIVX - 中心全球基础设施基金投资者类别 | 3,750 | 10.04 | 410 | 30.25 | ||||
| 2025-07-22 | 13F | 玻璃山顾问公司 | 3,570 | 0.00 | 370 | -5.13 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 8,034 | -1.50 | 834 | -6.51 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 5,393 | 0.00 | 560 | -5.09 | ||||
| 2025-08-29 | NP | 约翰汉考克投资信托 - 约翰汉考克多元化实物资产基金类别资产净值 | 24,896 | -2.72 | 2,583 | -7.62 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 3 | -90.32 | 0 | -100.00 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 14,492 | -6.48 | 1,504 | -11.22 | ||||
| 2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 3,331 | 361 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 129,103 | 26.67 | 13,232 | 21.31 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 52,459 | 1.92 | 5,443 | -3.22 | ||||
| 2025-08-21 | NP | RALIX - Lazard 实物资产和定价机会投资组合机构股票 | 387 | 7.20 | 40 | 2.56 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 25,641 | -0.92 | 2,663 | -5.80 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 235,701 | 5.80 | 24,456 | 0.47 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 191 | 158.11 | 20 | 137.50 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 5,434,814 | 7.64 | 563,916 | 2.21 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 12,500 | 0.00 | 1,297 | -4.98 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 14,700 | -70.12 | 1,525 | -71.63 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,579,144 | -55.93 | 163,852 | -58.16 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 427,300 | -24.81 | 44,337 | -28.60 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 150,800 | -53.14 | 15,647 | -55.50 | |||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 7,290 | -2.49 | 1 | |||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 18,551 | 1.35 | 1,925 | -3.80 | ||||
| 2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 31 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 兰哈姆·奥戴尔公司 | 7,595 | 50.25 | 788 | 42.75 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 700 | -3.05 | 73 | -7.69 | ||||
| 2025-09-11 | NP | CFVLX - 价值基金股票 | 28,320 | -2.34 | 3,204 | 2.01 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 4,074 | 423 | ||||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 700 | 73 | ||||||
| 2025-07-10 | 13F | 斯托尔珀公司 | 80,006 | 8 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 68,196 | 61.74 | 7,294 | 69.90 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 1,013,459 | 597.34 | 105,157 | 562.19 | ||||
| 2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 63,901 | 67.64 | 6,923 | 84.66 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 781 | 10.00 | 81 | 5.19 | ||||
| 2025-07-23 | 13F | 亨德利公司 | 40,593 | 0.15 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 781 | 0.00 | 81 | -4.71 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 62,543 | -1.56 | 6,489 | -4.50 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 14 | 1 | ||||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 1,000 | 0.00 | 104 | -5.50 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 123,004 | -3.04 | 12,763 | -7.93 | ||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 66,186 | -2.28 | 6,867 | -7.20 | ||||
| 2025-07-29 | 13F | BKM 财富管理有限责任公司 | 5,243 | 0.06 | 544 | -4.90 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 1,322 | 76.97 | 137 | 69.14 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 846 | 0.24 | 88 | -5.43 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 28,199 | -70.13 | 2,926 | -71.64 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 216,102 | -1.68 | 22,364 | -4.05 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 40,746 | -3.40 | 4,228 | -8.29 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 1,350 | 0.00 | 140 | -4.76 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 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 | 1,848 | 15.79 | 192 | 9.77 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中盘相对价值 VIP 基金 | 28,769 | -3.23 | 2,985 | -8.10 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 136,529 | 4.67 | 14 | 0.00 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 30,654 | 3,181 | ||||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 41,580 | -10.08 | 4,314 | -14.61 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 10,810 | -8.34 | 1,122 | -12.97 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 32,332 | -21.64 | 3,355 | -25.60 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 6,105 | 0.07 | 633 | -4.95 | ||||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 14,760 | 0.00 | 1,531 | -5.02 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 5,484,029 | 5.49 | 569,023 | 0.17 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,275 | 144.26 | 651 | 132.50 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 42,694 | -15.42 | 4,665 | 0.21 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 322,842 | -2.69 | 33,498 | -7.59 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 1,800 | -6.10 | 187 | -11.00 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 5,824 | 0.45 | 604 | -4.58 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 437 | 118.50 | 47 | 147.37 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 40,937 | 1.36 | 4,248 | -3.76 | ||||
| 2025-07-24 | 13F | 活橡树投资伙伴 | 8,043 | -3.38 | 835 | -8.25 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 911 | -92.05 | 95 | -92.49 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 13,200 | -79.75 | 1,370 | -80.78 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 万国数据财富管理 | 3,223 | 1.38 | 334 | -3.75 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 28 | 3 | ||||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 5,514 | 168.45 | 572 | 127.89 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 5,112 | 2.06 | 530 | -3.11 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 2,112 | 0.05 | 219 | -5.19 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 11,980 | -16.22 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 普鲁登特曼投资管理有限公司 | 100 | 0.00 | 9 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 44,625 | -4.55 | 4,630 | -9.36 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 655 | -46.70 | 68 | -48.85 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 5,133 | -1.06 | 533 | -6.01 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 628,939 | 1.22 | 65,259 | -3.88 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 6,300 | -10.33 | 654 | -14.86 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 600 | -14.41 | 62 | -18.42 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 2,785 | 0.00 | 289 | -5.26 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 7 | 1 | ||||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 17,016 | 2 | ||||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 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 | 354,037 | -2.13 | 36,735 | -7.07 | ||||
| 2025-05-14 | 13F/A | 综合投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 40,635 | -3.57 | 4,216 | -8.43 | ||||
| 2025-07-30 | 13F | 杏财富有限责任公司 | 3,262 | -1.51 | 338 | -6.37 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 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 | 160,983 | -3.54 | 17,441 | 6.24 | ||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 5,283 | 0.00 | 548 | -5.03 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 5,891 | 7.95 | 611 | 2.52 | ||||
| 2025-08-12 | 13F | 大西洋家庭财富有限公司 | 2,022 | -0.39 | 210 | -5.43 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 2,758 | 22.20 | 286 | 16.26 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 86 | 0.00 | 9 | -11.11 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 13,360 | 6.09 | 1,386 | 27.86 | ||||
| 2025-07-30 | NP | NDXKX - 纳斯达克 100 指数基金 K 股 | 60,301 | -4.26 | 6,241 | -6.57 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 106,442 | 3.81 | 11,044 | -1.43 | ||||
| 2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 2,957,156 | -1.03 | 306,036 | -3.42 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 3,212 | 61.16 | 333 | 53.46 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 698 | -0.99 | 72 | -2.70 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 27,590 | -6.31 | 2,863 | -11.04 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 1,450 | -67.02 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 18,100 | 101.11 | 1,878 | 91.05 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 556 | -93.11 | 58 | -93.53 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 5,618 | -0.07 | 583 | -5.21 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 2,600 | -55.17 | 270 | -57.50 | |||
| 2025-07-25 | NP | 富兰克林环球信托 | 36,000 | 0.00 | 3,726 | -2.41 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 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 | 844 | -6.43 | 83 | -6.74 | ||||
| 2025-04-14 | 13F | 奥尔斯顿金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 15 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 360 | 0.00 | 0 | |||||
| 2025-05-29 | NP | Cohen & Steers 基础设施基金公司 | 144,516 | 0.00 | 15,791 | 18.48 | ||||
| 2025-07-23 | 13F | 1 北方财富服务有限公司 | 60 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 24,000 | 557.35 | 2,490 | 525.63 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 5,510 | -1.96 | 1 | |||||
| 2025-03-26 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 487,282 | 10.30 | 47,929 | 9.87 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,552 | 3.56 | 369 | -1.60 | ||||
| 2025-07-14 | 13F | 战略规划公司 | 5,659 | 618 | ||||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 15,471 | 2.80 | 1,605 | -2.37 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 25,027 | -5.75 | 2,597 | -10.51 | ||||
| 2025-08-06 | 13F | 普莱斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 西永资本有限公司 | 5,480 | 9.51 | 569 | 4.03 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 157,141 | 3.89 | 16 | 0.00 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 67,300 | -0.59 | 6,983 | -5.60 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 84,011 | -17.52 | 8,716 | -21.67 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 100 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 俄亥俄州 | 411,772 | -17.22 | 42,725 | -21.39 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 15,784 | 1,633 | ||||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 19,341 | 0.00 | 2 | 0.00 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 27,100 | 24.88 | 2,936 | 37.58 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 11,867 | 1,286 | ||||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 45 | 0.00 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 华莱士哈特有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus金融公司 | 19,646 | 1.06 | 2,039 | -4.00 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 55,933 | -3.03 | 5,804 | -7.92 | ||||
| 2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 2,845 | -30.12 | 308 | -23.00 | ||||
| 2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 2,164 | 1.26 | 225 | -3.86 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 18,852 | -0.03 | 1,956 | -5.05 | ||||
| 2025-08-29 | NP | GAUAX - Gabelli 公用事业基金 A 类 | 543,000 | -1.93 | 56,342 | -6.88 | ||||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 2,874 | 0.00 | 298 | -5.10 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 42,169 | -0.63 | 4,375 | -5.65 | ||||
| 2025-07-24 | 13F | 西方银行公司 | 2,821 | -1.40 | 293 | -6.41 | ||||
| 2025-05-22 | NP | QCELX - AQR 大盘多风格基金 I 类 | 3,157 | 345 | ||||||
| 2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 84,189 | 0.64 | 8,735 | -4.43 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 438,164 | -0.98 | 45 | -6.25 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 1,410 | -22.53 | 146 | -26.26 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 3,435 | 1.96 | 356 | -3.26 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 24,740 | 0.44 | 2,567 | -4.65 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 3,361 | -9.06 | 349 | -13.65 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 15,099 | -0.95 | 1,567 | -5.95 | ||||
| 2025-07-24 | 13F | 高级资产管理顾问公司 | 23,225 | 0.00 | 2,410 | -5.05 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 100 | 10 | ||||||
| 2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 53,970 | -2.70 | 5,847 | 7.19 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 61 | 0.00 | 6 | 0.00 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 1,937 | 0.00 | 201 | -5.21 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 36,649 | 12.44 | 3,605 | 12.70 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 3,792 | -0.71 | 393 | -5.76 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 3,995 | 0.55 | 414 | -4.61 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,259,311 | 8.26 | 130,666 | 2.80 | ||||
| 2025-07-17 | 13F | SC&H 财务顾问公司 | 3,797 | 0.37 | 394 | -4.60 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 456 | 1.56 | 0 | |||||
| 2025-06-27 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 88,369 | -34.46 | 9,574 | -9.13 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 51,101 | 10.46 | 5,302 | 4.91 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 622 | 409.84 | 65 | 392.31 | ||||
| 2025-05-27 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 28,800 | -56.40 | 3,147 | -53.57 | ||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 2,341 | 0.86 | 243 | -4.35 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 21,616 | 3.09 | 2,243 | -2.14 | ||||
| 2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 4,042 | 0.00 | 419 | -4.99 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 116 | 197.44 | 12 | 200.00 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 2,160 | -2.96 | 224 | -7.82 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 59,748 | 4.37 | 6,200 | -0.86 | ||||
| 2025-07-17 | 13F | 巴里投资顾问有限公司 | 5,305 | 18.28 | 550 | 12.24 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 60,629 | -32.96 | 6,291 | -36.35 | ||||
| 2025-08-22 | NP | FFNJX - 公用事业投资组合初始类 | 61,733 | -39.14 | 6,405 | -42.21 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 51,263 | 4.16 | 5,319 | -1.08 | ||||
| 2025-08-14 | 13F | OnyxPoint全球管理有限公司 | Call | 2,900 | 0.00 | 301 | -5.06 | |||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 26,003 | 5.47 | 2,698 | 0.15 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 5,677 | 5.34 | 1 | |||||
| 2025-08-29 | NP | SOAVX - Spirit Of America 大盘价值基金 A 类 | 2,250 | 0.00 | 233 | -4.90 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 36,236 | 3.75 | 3,926 | 14.26 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -124 | -0.00 | -13 | -7.69 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 106,300 | 0.00 | 11,030 | -5.05 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 1,127 | 0.00 | 117 | -5.69 | ||||
| 2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 12,613 | 9.08 | 1,305 | 3.33 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 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 | 538 | 12.55 | 58 | 23.40 | ||||
| 2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 385 | 0.00 | 40 | -7.14 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 472,103 | 3.02 | 48,968 | -2.13 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 2,674 | 0.26 | 277 | -4.81 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 353 | 0.00 | 37 | -5.26 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 2,976 | 4.17 | 309 | -1.28 | ||||
| 2025-07-09 | 13F | 萨弗·弗鲁曼财富顾问公司 | 229 | 0.00 | 24 | -8.00 | ||||
| 2025-06-23 | NP | UOPIX - Ultranasdaq-100 深度投资者类别 | 22,850 | -16.82 | 2,476 | -8.40 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 2,026 | -12.07 | 210 | -16.33 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 2,956 | 123.26 | 307 | 112.50 | ||||
| 2025-08-12 | 13F | 帕特里克·莫罗投资顾问有限公司 | 35,480 | -11.01 | 3,272 | -24.89 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 5,878 | -1.11 | 610 | -6.16 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 24,594 | -22.11 | 2,552 | -26.06 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 102 | -15.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 3,219,058 | -50.25 | 334 | -52.76 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 1,632 | -52.64 | 169 | -55.05 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 10,589 | -3.22 | 1,099 | -8.12 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 1,040 | 0.00 | 108 | -5.31 | ||||
| 2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EVUAX - 富国银行公用事业和电信基金 A 类 | 118,196 | 0.00 | 12,264 | -5.04 | ||||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 36,767 | 13.07 | 3,815 | 7.35 | ||||
| 2025-07-29 | 13F | 计划解决方案公司 | 1,939 | -2.42 | 201 | -7.37 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 2,718 | -1.02 | 282 | -6.00 | ||||
| 2025-08-08 | 13F | KBC 集团 | 46,207 | 0.00 | 5 | -20.00 | ||||
| 2025-03-28 | NP | DXUV-美国维度矢量股票 ETF | 4 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | 孤独金融服务 | 4,700 | 488 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3,048 | 29.21 | 316 | 22.96 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 623,437 | -0.14 | 64,688 | -5.18 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 26,626 | -0.34 | 2,763 | -5.38 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 1,929 | 200 | ||||||
| 2025-07-29 | 13F | 互动财务顾问 | 3,500 | 0.00 | 363 | -4.97 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 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 | 181,688 | 3.05 | 19,684 | 13.50 | ||||
| 2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 2,048 | -0.49 | 212 | -5.36 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 922,578 | -22.67 | 95,727 | -26.57 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 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 | 4,144 | 27.39 | 429 | 24.42 | ||||
| 2025-08-29 | NP | SOIUX - 美国精神公用事业基金机构股票 | 12,450 | 11.16 | 1,292 | 5.56 | ||||
| 2025-08-28 | NP | GII - SPDR(R) 标普全球基础设施 ETF | 90,499 | 1.65 | 9,390 | -3.47 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 101,932 | 9.90 | 10,577 | 4.36 | ||||
| 2025-08-14 | 13F | 能源收入合作伙伴有限责任公司 | 1,092,757 | -8.52 | 113,384 | -13.13 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 2,317 | 0.13 | 240 | -4.76 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 3,454 | 27.17 | 358 | 20.95 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 10,923 | 25.73 | 1,133 | 19.39 | ||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 18,349 | -0.22 | 1,904 | -5.28 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 10,172 | -15.67 | 1,102 | -7.08 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 13,728 | -5.64 | 1,487 | 3.91 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares Eagle 全球可再生能源收入 ETF | 1,250 | 130 | ||||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 11 | 1 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 3,694,659 | 26.12 | 381,510 | 19.36 | ||||
| 2025-06-26 | NP | MMUFX - MFS 公用事业基金 A | 822,385 | -1.04 | 89,097 | 9.00 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 1,260 | 0.00 | 131 | -5.11 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 195,494 | 11.07 | 20,232 | 8.39 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 7 | 1 | ||||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 1,238 | -15.38 | 128 | -19.50 | ||||
| 2025-04-21 | 13F | 梅里韦瑟财富与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 148,406 | 5.35 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 141,935 | 0.00 | 15 | -6.67 | ||||
| 2025-08-08 | 13F | 螃蟹 | 9,937 | 1.66 | 1,031 | -3.46 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 88,235 | -0.05 | 9,155 | -5.09 | ||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 11,121 | -5.95 | 1,154 | -10.76 | ||||
| 2025-08-14 | 13F | Xponance公司 | 85,043 | 15.45 | 8,824 | 9.64 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 5,163 | 536 | ||||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 804 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 5,920 | 14.44 | 614 | 8.67 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 39,405 | 1.73 | 4,089 | -3.40 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 424 | 0.71 | 44 | -2.22 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 11,140 | 1.73 | 1,156 | -3.43 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 9,423 | 79.76 | 978 | 70.80 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 3,439 | -6.17 | 357 | -11.00 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 5,042 | 4.91 | 523 | -0.38 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 11,270 | -18.60 | 1,169 | -22.69 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 58,881 | 0.74 | 6,109 | -4.34 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 26,689 | -1.69 | 2,769 | -6.64 | ||||
| 2025-08-08 | 13F | 地平线家族财富有限公司 | 2,964 | -32.02 | 308 | -35.50 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 710,793 | -34.84 | 73,752 | -38.13 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 149 | 0.68 | 15 | -6.25 | ||||
| 2025-08-01 | 13F | 加兰资本管理公司 | 9,580 | -72.97 | 994 | -74.34 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 775 | -30.99 | 8,041 | -34.47 | |||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 905 | 1.57 | 94 | -4.12 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 5,439 | 58.43 | 564 | 50.40 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 15 | -92.06 | 156 | -92.49 | |||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 786 | 0.00 | 346 | 307.06 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 23,166 | -2.47 | 2,404 | -7.40 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 1,367 | 0.00 | 142 | -5.37 | ||||
| 2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 740,013 | 12.16 | 80,173 | 23.54 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 2,313 | 240 | ||||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 3,735 | -3.09 | 388 | -8.08 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 10,813 | -1.62 | 1,122 | -6.58 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 2,505 | 4.38 | 260 | -1.15 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 QQQ 低波动率 ETF | 1,126 | 28.39 | 117 | 24.73 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 131 | -39.63 | 14 | -43.48 | ||||
| 2025-08-20 | NP | RIFR - 全球基础设施主动型 ETF | 3,784 | 393 | ||||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 多元化信托公司 | 7,955 | 17.90 | 825 | 11.94 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 1,950 | 1.35 | 202 | -3.81 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 504 | 0.80 | 52 | -3.70 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 350 | 7.03 | 36 | 5.88 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 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 | 72,275 | 17.15 | 7,480 | 14.32 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 33,844 | -4.00 | 3,512 | -8.85 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 27,500 | -0.26 | 2,853 | -5.28 | ||||
| 2025-06-25 | NP | EIPX - FT Energy Income Partners 策略 ETF | 32,983 | -14.67 | 3,573 | -6.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 282 | 166.04 | 29 | 163.64 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 39,192 | -9.10 | 4,067 | -13.69 | ||||
| 2025-07-21 | 13F | Hgk资产管理公司 | 61,153 | 2.27 | 6,345 | -2.88 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 1,193 | 116.91 | 124 | 105.00 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 876 | -3.84 | 91 | -9.09 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 180 | 0.00 | 19 | -5.26 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria 通胀敏感 ETF | 11,365 | 1,179 | ||||||
| 2025-07-23 | 13F | BankPlus 信托部 | 236 | 0.00 | 24 | -4.00 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 6,960 | -46.58 | 761 | -36.72 | ||||
| 2025-08-14 | 13F | Longaeva Partners LP | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 42,617 | -3.94 | 4,422 | -8.79 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 1,748 | 0.00 | 181 | -5.24 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 11,683 | 0.24 | 1,212 | -4.79 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 396 | 0.00 | 41 | -4.65 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 8,457 | 14.08 | 1 | |||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 受托顾问有限公司 | 687 | 0.00 | 71 | -5.33 | ||||
| 2025-08-14 | 13F | 伊坎·卡尔·C | 1,205,300 | 0.00 | 125,062 | -5.04 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,232 | 0.00 | 127 | -2.31 |
