机构投资人持股和股东
The Bank of New York Mellon Corporation (AT:BONY) 有 2548 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 727,888,965 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Dodge & Cox, State Street Corp, Fmr Llc, DODGX - Dodge & Cox Stock Fund, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, and Bank Of America Corp /de/ .
The Bank of New York Mellon Corporation (WBAG:BONY)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 79.70 / share. Previously, on May 9, 2025, the share price was 76.39 / share. This represents an increase of 4.33% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 75 | 0.00 | 7 | 0.00 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 12,656 | 0.00 | 1,153 | 8.67 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 2,304 | -11.96 | 210 | -4.57 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 15,852 | -16.26 | 1,444 | -9.01 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 12,855 | -5.48 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 207,391 | -3.33 | 18,896 | 5.01 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 3,112 | 0.00 | 284 | 8.43 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,385 | -41.59 | 126 | |||||
| 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 | 467,865 | 0.00 | 37,621 | -6.42 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 8,001 | -5.18 | 729 | 2.97 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 17,000 | -3.95 | 1,367 | -10.13 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 1,898,430 | -0.64 | 172,966 | 7.94 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 9,605 | 0.02 | 875 | 8.70 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 133 | 0.00 | 12 | 9.09 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 4,780 | 0.00 | 436 | 8.75 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,991 | 23.54 | 273 | 33.99 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 11,405 | 33.52 | 1,039 | 45.11 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 50,388 | -8.27 | 4,052 | -14.16 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 5,215 | 91.10 | 475 | 108.33 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 47,220 | 4,302 | ||||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 3,490 | 0.00 | 318 | 8.56 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 11,401 | 1.98 | 1,039 | 10.78 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 120,418 | -24.66 | 10,971 | -18.16 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 64,010 | 5,147 | ||||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 6,637,698 | 0.00 | 604,761 | 8.63 | ||||
| 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 | 1,067,865 | -27.11 | 97,293 | -20.82 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 8,800 | 0.00 | 708 | -6.48 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 109,016 | 1.42 | 9,932 | 10.17 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 70,206 | 44.69 | 6,221 | 44.15 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 343,701 | 31,315 | ||||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 8,203 | -5.54 | 747 | 2.61 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 24,004 | 2,187 | ||||||
| 2025-05-15 | 13F | 阿奇舒勒·沙汉姆有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 4,440 | 0.91 | 372 | 10.06 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 2,422 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 27,700 | 0.10 | 2,524 | 8.75 | ||||
| 2025-07-28 | NP | QRVLX - FPA 皇后大道价值基金 | 14,500 | 0.00 | 1,285 | -0.39 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 3,931 | 46.46 | 316 | 37.39 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 16,788 | 0.00 | 1,530 | 8.59 | ||||
| 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 | 2,089,677 | 50.86 | 185,166 | 50.28 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 47,896 | 1,703.31 | 4,364 | 1,865.32 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 141 | 0.00 | 13 | 9.09 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 115,000 | 0.00 | 10,478 | 8.63 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 21,237 | 0.00 | 1,935 | 8.59 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 15,239 | 0.59 | 1,388 | 9.29 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 39 | -92.95 | 4 | -93.48 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 60,093 | -1.84 | 5,475 | 6.64 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 7,632 | 0.00 | 695 | 8.59 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,244 | 200.80 | 204 | 229.03 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 20,491 | -2.27 | 1,867 | 6.14 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 2,450 | 0.00 | 223 | 8.78 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 10,490 | 0.00 | 956 | 8.65 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 290 | 23.93 | 26 | 36.84 | ||||
| 2025-08-13 | 13F | 米罗娃 | 19,684 | 14.70 | 1,793 | 24.60 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 6,987 | -0.03 | 643 | 9.37 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 29,439 | 0.75 | 2,682 | 9.47 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 27,621 | -20.52 | 2,317 | 49.71 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 22,296 | 19.94 | 2,031 | 30.28 | ||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 3,173 | -73.61 | 0 | -100.00 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 19,286 | 17.71 | 1,709 | 17.23 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 第1620章 | 1,193 | -1.32 | 109 | 6.93 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 8,901 | 86.14 | 735 | 83.75 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 59 | 0.00 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 71,299 | 25.00 | 6,496 | 35.79 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 6,259,101 | -5.12 | 570 | 3.07 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 17,024 | 1,551 | ||||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 3,297 | 1.82 | 307 | 19.92 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 30,228 | 7.65 | 2,754 | 16.94 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 419,746 | -36.77 | 38,244 | -31.35 | ||||
| 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 | 7,403 | 4.74 | 595 | 100.34 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,237 | 0.03 | 295 | 8.49 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,929 | 103.48 | 176 | 121.52 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 2,824 | 0.00 | 257 | 8.90 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 650 | 0.00 | 59 | 9.26 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 12,917 | 0.00 | 1,177 | 8.59 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,379 | 217 | ||||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 15,172 | -2.44 | 1,382 | 5.98 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 37 | 0.00 | 3 | 0.00 | ||||
| 2025-05-15 | 13F | 摩尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 遗产信托公司 | 3,406 | 0.00 | 310 | 8.77 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 3,381 | -55.35 | 308 | -51.42 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 38,848 | 1.53 | 3,442 | 1.15 | ||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Rbo & Co 有限责任公司 | 4,000 | 0.00 | 364 | 8.66 | ||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 7,199 | 1.85 | 656 | 10.64 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 157 | -29.60 | 13 | -36.84 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 448,078 | -0.98 | 40,824 | 7.57 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 36 | 0.00 | 3 | 0.00 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 22,179 | -0.57 | 1,783 | -6.94 | ||||
| 2025-06-26 | NP | DUSA - 戴维斯精选美国股票 ETF | 182,744 | 0.00 | 14,694 | -6.43 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 285,582 | 0.02 | 26,019 | 8.65 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 8,900 | -1.11 | 811 | 7.43 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 116 | 11 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 467 | 0.00 | 43 | 7.69 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 709 | 22.45 | 65 | 33.33 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 12,978 | 1,158.78 | 1,182 | 1,274.42 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 41 | -10.87 | 4 | 0.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 3,429 | -7.70 | 312 | 0.32 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 8,663 | 789 | ||||||
| 2025-07-11 | 13F | 第一总理银行 | 100 | 0.00 | 0 | |||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 5,526 | 0.00 | 490 | -0.41 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 65 | 0.00 | 6 | 0.00 | ||||
| 2025-04-30 | 13F | 指数基金顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 9,375 | 754 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 508,411 | 2.53 | 46,322 | 11.41 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 16,472 | -0.71 | 1,501 | 7.84 | ||||
| 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 | 721,372 | 1.82 | 63,921 | 1.43 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 22,890 | 0.00 | 1,841 | -6.41 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 380,786 | 0.39 | 34,693 | 9.06 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 16,768 | -8.13 | 1,528 | -0.20 | ||||
| 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 | 14,823 | -17.80 | 1,351 | -10.71 | ||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 4,847 | 0.00 | 442 | 8.62 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 263,089 | -25.11 | 23,970 | -18.65 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 62,716 | -0.11 | 5,714 | 19.27 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 30,928 | -2.48 | 2,818 | 5.94 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 47,998 | -2.41 | 4,373 | 6.04 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 18,530 | 4,311.90 | 1,642 | 9,016.67 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,173 | 0.69 | 562 | 9.34 | ||||
| 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 | 15,935 | 4.57 | 1,452 | 13.54 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 62,149 | 3.09 | 4,997 | -3.53 | ||||
| 2025-08-08 | 13F | 史蒂芬森公司 | 4,020 | 0.00 | 366 | 8.61 | ||||
| 2025-08-14 | 13F | 采石场LP | 7,811 | 27.28 | 712 | 38.33 | ||||
| 2025-08-14 | 13F | 迪恩资本管理公司 | 34,168 | 5.66 | 3,113 | 14.79 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 63 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 234,536 | 199.76 | 21,373 | 230.02 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 11,454 | 15.32 | 921 | 7.97 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 70 | 1.45 | 6 | 20.00 | ||||
| 2025-05-15 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 22,761 | 0.00 | 2,074 | 8.65 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 3,127 | 4.23 | 285 | 13.15 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 539,131 | -6.05 | 49,120 | 2.06 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 10,527 | -1.55 | 1,068 | 24.21 | ||||
| 2025-08-28 | NP | ACMVX - 中型价值基金投资者类别 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 | 509,156 | -47.86 | 46,389 | -43.36 | ||||
| 2025-08-08 | 13F | 托巴姆 | 2,064 | -13.46 | 0 | |||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 76,405 | -1.00 | 6,770 | -1.37 | ||||
| 2025-07-24 | 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 | 40,039 | -3.62 | 3,548 | -4.01 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 34,735 | -2.28 | 3,165 | 6.14 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 31,600 | -75.37 | 2,879 | -73.24 | |||
| 2025-07-07 | 13F | 西联银行 | 4,737 | 1.91 | 432 | 10.80 | ||||
| 2025-08-14 | 13F | 德肖公司 | 355,856 | 32,422 | ||||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 9,852 | 0.00 | 898 | 8.60 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 42,704 | -5.36 | 3,891 | 2.80 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 8,609 | 0.00 | 784 | 8.74 | ||||
| 2025-07-24 | 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 | 1,003,326 | -6.80 | 88,905 | -7.16 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,991,560 | -13.06 | 181,451 | -5.55 | ||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 13,589 | -1.59 | 1,238 | 6.91 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 209,641 | 15.26 | 19,100 | 25.20 | ||||
| 2025-06-23 | NP | BKPIX - 银行超行业深度投资者类别 | 902 | -69.42 | 73 | -71.54 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 9,312 | -81.76 | 848 | -80.19 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 6,375 | 41.79 | 581 | 53.85 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 32,881 | -29.54 | 2,996 | -23.46 | ||||
| 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 | 362,987 | -0.12 | 32,164 | -0.50 | ||||
| 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 | 420,911 | -12.65 | 38,349 | -5.11 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 296,448 | 16.12 | 27,009 | 26.14 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 118,264 | -0.58 | 10,775 | 8.01 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 6,923 | 14.58 | 631 | 24.51 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 174,497 | -5.91 | 14,031 | -11.95 | ||||
| 2025-05-22 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 145,268 | -15.94 | 12,184 | -8.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,019 | 1.15 | 184 | 9.58 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 28,114 | -0.92 | 2,491 | -1.27 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 11,138 | -63.21 | 1,015 | -60.05 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 37,458 | -0.76 | 3,413 | 7.80 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 30,370 | -15.58 | 2,767 | -8.29 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 215,419 | -1.31 | 19,627 | 7.21 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 172,189 | 7.40 | 15,688 | 16.67 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 8,598 | 73.31 | 691 | 62.21 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 268 | 14.53 | 24 | 15.00 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 32,050 | 7.37 | 2,920 | 16.66 | ||||
| 2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 500 | 46 | ||||||
| 2025-07-07 | 13F | 企业银行信托公司 | 2,481 | 0.00 | 226 | 8.65 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,199 | 11,890.00 | 109 | |||||
| 2025-08-14 | 13F | 安盛公司 | 250,986 | -34.20 | 22,867 | -28.52 | ||||
| 2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 1,259 | -26.50 | 101 | -31.29 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 2,500 | 0.00 | 228 | 8.61 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,334 | 213 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 157,540 | -42.09 | 14,353 | -37.10 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 3,159 | 0.83 | 288 | 9.54 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 3,092 | -19.67 | 282 | -12.73 | ||||
| 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 | 7,421 | -15.85 | 676 | -8.53 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 29,856 | -2.57 | 2,401 | -8.85 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 4,000 | 364 | ||||||
| 2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 291 | 23 | ||||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 86,623 | -2.93 | 7,892 | 5.45 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 889 | 5.08 | 81 | 14.29 | ||||
| 2025-04-14 | 13F | 谢尔曼资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 5,839 | 0.57 | 532 | 9.47 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 42,959 | -4.69 | 3,914 | 3.52 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 18,444 | -9.95 | 1,483 | -15.69 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 16,366 | 0.07 | 1,491 | 8.75 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 58,167 | 399.63 | 5,300 | 442.93 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,226 | 0.00 | 179 | -6.81 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 7,064 | -0.52 | 644 | 8.07 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 219 | 8.42 | 18 | 20.00 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 9,750 | -3.94 | 888 | 4.35 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 30,039 | -0.50 | 2,737 | 8.10 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 7,199 | 0.00 | 656 | 8.62 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 30,578 | -4.70 | 2,786 | 3.49 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,592 | -51.37 | 128 | -54.45 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 10,482 | -1.70 | 955 | 6.82 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 16,147 | -7.58 | 1,471 | 0.41 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 2,035 | -14.28 | 185 | -7.04 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 156,886 | 0.01 | 14,294 | 8.64 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 10,406 | 3.09 | 1 | |||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 3,802 | 26.40 | 337 | 25.84 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 30,600 | 2,788 | ||||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 44,081 | 31.13 | 4,016 | 42.46 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 136,036 | -2.58 | 12,394 | 5.83 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 142 | 13 | ||||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 12,552,364 | -9.94 | 1,143,646 | -2.16 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 34,415 | 1,129.11 | 3,134 | 8.41 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 2,409 | 219 | ||||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,602 | -27.25 | 0 | |||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 6,190 | 0.02 | 564 | 8.48 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 64,000 | 11.50 | 5,831 | 21.13 | |||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 84,554 | 7,704 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 3,600 | 328 | |||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 31,441 | 2,865 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 119,614 | -2.21 | 10,898 | 6.24 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 15 | 1 | ||||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 182,612 | -0.29 | 16,638 | 8.32 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 651,135 | 698.62 | 59,325 | 767.56 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 4,310 | 0 | ||||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 6,700 | 0.00 | 610 | 8.73 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 167,883 | -2.11 | 15,296 | 6.33 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 203,294 | 13.80 | 18,535 | 23.60 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 235,145 | -10.93 | 21,424 | -3.23 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 7,500 | -6.68 | 629 | 1.94 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 304 | 24 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 158,333 | -5.80 | 14,426 | 2.33 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 3,967 | 0.00 | 361 | 8.73 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 37,313 | -1.85 | 3,400 | 6.62 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 95,054 | -0.15 | 9 | 14.29 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 24 | 2 | ||||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 669 | -35.05 | 0 | |||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 48,664 | -24.47 | 4,312 | -24.75 | ||||
| 2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 328,548 | 0.00 | 26,419 | -6.43 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 11 | 0.00 | 1 | |||||
| 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 | 3,624 | 291 | ||||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 374,780 | -1.99 | 31,433 | 6.99 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 69,590 | 2.45 | 6,340 | 11.29 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 8,463 | 2.19 | 771 | 11.10 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 2,611 | 0.00 | 238 | 8.72 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 2,500,849 | 3.02 | 227,852 | 11.92 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 4,929 | 449 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 19,965 | -25.08 | 1,819 | -18.58 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 125,970 | -96.25 | 11,477 | -95.93 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,864 | 1.60 | 261 | 10.17 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 33,364 | 147.65 | 2,683 | 131.81 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 36,892 | -9.42 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 121,682 | -10.00 | 11,086 | -2.23 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,763,162 | 13.25 | 160,642 | 23.03 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 2,340,787 | -1.98 | 213 | 6.50 | ||||
| 2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 18,602 | -1.60 | 1,695 | 6.88 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 12,844 | 0.18 | 1,170 | 8.84 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 4,439 | 0.00 | 404 | 8.60 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 3,152 | -3.25 | 287 | 5.13 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 3,740 | -11.10 | 341 | -3.41 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 196,613 | 17,913 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 2,600 | -25.71 | 237 | -19.45 | |||
| 2025-05-12 | 13F | 赛普拉斯资本集团 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 2,600 | -82.55 | 237 | -81.10 | |||
| 2025-07-31 | 13F | 施耐德唐斯财富管理顾问有限合伙人 | 3,312 | -1.98 | 302 | 6.36 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 20,478 | 2 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 12,715 | 0.06 | 1,158 | 8.73 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 8,700 | -31.10 | 793 | -25.21 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 3,867 | 0.00 | 352 | 8.64 | ||||
| 2025-08-26 | NP | PORIX - Trillium ESG 全球股票基金机构股份 | 140,488 | -3.07 | 12,800 | 5.29 | ||||
| 2025-07-16 | 13F | 百利宫资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 1,994 | -28.81 | 177 | -29.32 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 125,089 | -0.46 | 11,397 | 8.13 | ||||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 18,542 | -30.64 | 1,491 | -35.13 | ||||
| 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 | 3,411 | -9.14 | 311 | -1.27 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,421 | 0.15 | 310 | 8.39 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 108 | 0.00 | 10 | 0.00 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 47,364 | 1,270.49 | 4,315 | 1,393.08 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,833 | 20.88 | 349 | 31.70 | ||||
| 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 | 1,100 | 0.00 | 100 | 17.65 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 176,611 | -7.86 | 16,091 | 0.09 | ||||
| 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 | 358,144 | 2.73 | 32,630 | 11.60 | ||||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | 13F/A | 高盛集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-27 | 13F/A | 高盛集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 50,995 | -31.00 | 4,646 | -25.04 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 2,629 | -28.25 | 240 | -22.15 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 136,391 | -6.36 | 12,427 | 1.73 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 5,145 | 469 | ||||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 67 | 6 | ||||||
| 2025-08-28 | NP | BITQ - Bitwise 加密行业创新者 ETF | 33,990 | 11.44 | 3,097 | 21.03 | ||||
| 2025-08-27 | NP | GSIB - 主题全球系统重要性银行 ETF | 5,132 | 83.29 | 468 | 99.57 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 471,602 | 1.07 | 42,968 | 9.79 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 28,433 | 2.46 | 2,591 | 11.30 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 18,485 | -16.14 | 1,684 | -8.87 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 61,255 | 360.70 | 5,581 | 400.45 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 54,403 | 4.08 | 4,821 | 3.68 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 3,200 | 292 | ||||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 265,967 | -12.43 | 21,386 | -18.06 | ||||
| 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 | 24,714 | 0.00 | 2,252 | 8.64 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 53,875 | 98.25 | 5 | 100.00 | ||||
| 2025-08-14 | 13F | 布莱希罗德LP | 2,000 | 0.00 | 182 | 8.98 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 799 | 0.00 | 71 | -1.41 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 22,438 | -13.17 | 2,044 | -5.68 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 1,930 | 0.00 | 176 | 8.70 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 17,619 | 7.07 | 1,605 | 16.30 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 244,011 | 1.48 | 21,622 | 1.09 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 36,449 | 52.43 | 3,321 | 65.59 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 837,797 | 2.88 | 76,332 | 11.76 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 5,114 | 0.00 | 466 | 8.64 | ||||
| 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 | 39,366 | -46.54 | 3,165 | -49.98 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 7,520 | 4.44 | 685 | 13.60 | ||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 83,554 | 28.49 | 6,719 | 20.22 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 7,790 | -7.22 | 710 | 0.71 | ||||
| 2025-08-04 | 13F | 联合银行 | 140,430 | 0.16 | 13 | 9.09 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 2,498 | 0.00 | 228 | 8.61 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 4,071 | -90.34 | 371 | -89.53 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 14,596 | 590.77 | 1,330 | 634.25 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 36,649 | 3,339 | ||||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 32,610 | 5.99 | 2,971 | 15.16 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 24,271 | -1.65 | 2,151 | -2.05 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 27,664 | 8.31 | 2,806 | 31.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 54,807 | -15.53 | 4,993 | -8.23 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 4,417,879 | -6.77 | 402,513 | 1.28 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 105,730 | -0.15 | 9,633 | 8.48 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 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 | 106,791 | 31.34 | 9,730 | 42.67 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 11,761 | 0.95 | 1,072 | 18.34 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 48,356 | -20.62 | 4 | -20.00 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 99,661 | -5.39 | 8,014 | -11.47 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 13,600 | 41.67 | 1,239 | 53.91 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 144,535 | 13,169 | ||||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 38,766 | -10.16 | 3,532 | -2.40 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 39,773 | -4.89 | 3,624 | 3.31 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 1,847 | 0.00 | 168 | 9.09 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 882 | -95.69 | 71 | -96.02 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 28,833 | -1.70 | 2,627 | 6.79 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,700 | 13.33 | 151 | 12.78 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,350 | 0.00 | 123 | 7.96 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 178,322 | -2.44 | 14,339 | -8.71 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 5,579 | -15.74 | 508 | -8.47 | ||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 23,897 | -5.16 | 2,118 | -5.53 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 3,400 | 0.00 | 310 | 8.42 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 46,244 | 4,213 | ||||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 4,871 | 30.17 | 432 | 29.82 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 17,511 | -10.12 | 1,595 | -2.39 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 620 | -18.31 | 56 | -11.11 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 235,625 | 0.00 | 21,468 | 8.63 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 37,842 | -6.14 | 3,043 | -12.18 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 3,032 | 0.00 | 276 | 8.66 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 5,522 | 0.00 | 503 | 8.64 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 102,683 | 0.00 | 9,355 | 8.63 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 3,076 | -11.23 | 280 | -3.45 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 106,525 | 24.04 | 9,705 | 34.75 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 35,044 | 16.49 | 3 | 50.00 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 5 | -88.64 | 0 | -100.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 46,298 | -1.05 | 3,723 | -7.41 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 210 | 0.00 | 19 | 11.76 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 121,500 | 0.00 | 11,070 | 8.63 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 200 | -91.67 | 18 | -91.04 | |||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 1,309 | 0.00 | 119 | 9.17 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 100 | -94.44 | 9 | -94.00 | |||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 11,567 | 0.00 | 1,054 | 8.56 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,329 | 3.24 | 384 | 2.96 | ||||
| 2025-05-28 | NP | HWLIX - Hotchkis & Wiley 大盘价值基金 I 类 | 58,500 | -21.27 | 4,906 | -14.05 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 11,081 | 0.96 | 1,010 | 9.67 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 16,936 | 0.00 | 1,543 | 10.21 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 16,128 | -68.90 | 1,474 | -66.13 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,102 | -62.57 | 89 | -46.01 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 407,612 | -0.32 | 37,138 | 8.29 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 358,800 | 48.33 | 32,690 | 61.13 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 646,933 | 57.19 | 58,942 | 70.77 | ||||
| 2025-05-15 | 13F | Epacria 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 中银香港资产管理有限公司 | 4,000 | -69.23 | 364 | -66.61 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 59,400 | -7.48 | 5,412 | 0.50 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 47,600 | 9.93 | 4,337 | 19.42 | |||
| 2025-07-25 | 13F | 明思投资有限公司 | 3,087 | -1.94 | 281 | 6.84 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 22,812 | 2,078 | ||||||
| 2025-08-14 | 13F | 曼氏集团 | 644,008 | -16.10 | 58,676 | -8.86 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 176,500 | 16.04 | 16,081 | 26.06 | |||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 14,515 | 7.11 | 1,322 | 16.37 | ||||
| 2025-07-24 | 13F | 康宁公司 | 386,645 | -6.15 | 35,227 | 1.96 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 865,083 | 4.54 | 78,848 | 13.61 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 51,330 | -3.47 | 4,677 | 4.87 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 119,777 | -27.51 | 10,913 | -21.25 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 5,573 | -2.06 | 508 | 6.29 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 866 | -13.40 | 79 | -6.02 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 8,753 | 1.71 | 797 | 10.54 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 22,600 | -2.59 | 2,059 | 5.86 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 7,477 | 5.68 | 696 | 26.59 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 187,634 | 9.29 | 15,088 | 2.27 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 10,457 | -14.06 | 953 | 95,100.00 | ||||
| 2025-08-14 | 13F | 马耳他资本管理有限公司 | 15,000 | 1,367 | ||||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 2,912 | 0.00 | 265 | 8.61 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 11,356 | -30.89 | 1,035 | -24.96 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 90,133 | 4.12 | 8,212 | 13.11 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 602,164 | 54,863 | ||||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 543 | 0.00 | 49 | 8.89 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 21,049 | 1,918 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 828 | 13.74 | 75 | 22.95 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 3,500,298 | -7.95 | 318,912 | 0.00 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 621 | -27.71 | 50 | -32.88 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 36 | 3 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,107 | 285.71 | 101 | 316.67 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 7,585 | 56.07 | 691 | 69.78 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 2,725 | 0.00 | 248 | 8.77 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 35,513 | 38.80 | 3,236 | 50.82 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 49,777 | 4,535 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,823 | 1,192.91 | 147 | 1,116.67 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 283 | 0.00 | 26 | 8.70 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 4,808 | 8.39 | 438 | 17.74 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 9,000 | 0.00 | 820 | 8.62 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 204,900 | 369.95 | 18,668 | 410.61 | |||
| 2025-08-05 | 13F | 长弓金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 45,600 | 30.29 | 4,155 | 41.53 | |||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 198 | -7.91 | 18 | -10.53 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 5,609 | -8.35 | 511 | -0.39 | ||||
| 2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 10,000 | 911 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 7,142 | -1.71 | 1 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 10,200 | -3.77 | 929 | 4.50 | ||||
| 2025-08-29 | NP | YACKX - AMG Yacktman 基金 I 类 | 300,000 | 0.00 | 27,333 | 8.63 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 111,607 | 5.42 | 10,169 | 14.52 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 1,064 | 97 | ||||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 49,650 | -1.68 | 4,524 | 6.80 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 6,640 | -9.17 | 605 | -1.47 | ||||
| 2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 91,773 | 31.33 | 8,132 | 30.84 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 16,713 | 19.29 | 1,523 | 29.53 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 4,096 | -8.80 | 363 | -9.27 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 1,730 | 6.27 | 0 | |||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 151,798 | -0.34 | 13,830 | 23.54 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 58,471 | 1.48 | 5,327 | 10.24 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 1,536 | 0.00 | 124 | -6.11 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 79,452 | -0.91 | 7,239 | 7.64 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 26,075 | 37.07 | 2,376 | 148.17 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 545,500 | 4.02 | 49,701 | 13.00 | |||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 13,505 | -5.86 | 1,230 | 2.24 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 4,022,497 | -8.79 | 366,491 | -0.91 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 825,600 | 17.81 | 75,220 | 27.98 | |||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 64,410 | -60.87 | 5,179 | -63.38 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 100,588 | -3.96 | 9,165 | 4.33 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 763,570 | 3,095.12 | 69,569 | 3,371.46 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 10,100 | 1.00 | 920 | 9.79 | ||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 113,886 | -31.47 | 10,376 | -25.55 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 15 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 14,500 | 0.00 | 1,321 | 8.63 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 2,415,613 | -2.03 | 220,042 | 6.66 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 82,677 | -0.61 | 8 | 16.67 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 2,407,265 | 3.25 | 193,568 | -3.39 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 14,577 | -1.27 | 1,223 | -1.29 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 6,198 | 0.00 | 565 | 8.67 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 26,453 | 52.28 | 2,410 | 65.52 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 761,328 | -0.13 | 69,365 | 8.49 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 141,372 | 0.82 | 12,880 | 9.52 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,487 | 227 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 126,442 | 0.68 | 10,167 | -5.78 | ||||
| 2025-07-01 | 13F | 仙人掌资产管理有限公司 | 233,565 | 0.00 | 21,296 | 10.24 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 23,533 | -17.06 | 2,144 | -9.88 | ||||
| 2025-06-23 | NP | EADIX - 伊顿万斯税务管理全球股息收入基金 A 类 | 29,820 | 0.00 | 2,398 | -6.44 | ||||
| 2025-08-13 | 13F | 咨询财富管理公司 | 549 | 0.00 | 50 | 8.70 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 4,654 | 4.12 | 424 | 13.37 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 101,263 | -24.01 | 9,114 | -17.32 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 104,969 | 0.90 | 9,564 | 9.60 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 15,599 | 0.60 | 1,421 | 9.31 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 11,607 | -0.33 | 1,058 | 8.30 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 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 | 9,174 | 5.38 | 836 | 14.38 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 117,570 | -8.38 | 9,454 | -14.27 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 21,505 | -33.10 | 1,959 | -27.31 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 1,227 | 112 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,305 | -3.98 | 301 | 4.51 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 168,872 | -49.00 | 15,386 | -44.60 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 220 | 0.00 | 20 | 11.11 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 2,282 | 208 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 121,599 | -88.52 | 11,079 | -87.53 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,392 | 25.30 | 218 | 35.63 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 12,887 | 241.38 | 1,317 | 316.77 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 31,343 | -10.61 | 2,856 | -2.89 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 940 | 92.23 | 86 | 107.32 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 22,341 | 33.12 | 2,035 | 44.63 | ||||
| 2025-08-14 | 13F | 联信银行 | 159,978 | 0.06 | 14,576 | 8.70 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 7,700 | 0.00 | 619 | -6.35 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 15,160 | -2.43 | 1,381 | 5.99 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 32,984 | 0.00 | 3,005 | 8.64 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 2,461 | -51.10 | 224 | -46.92 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 2,462 | -24.71 | 224 | -18.25 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,683 | -33.40 | 135 | -37.79 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 1,726 | -25.80 | 139 | -30.65 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 514 | 0.00 | 47 | 6.98 | ||||
| 2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 76,000 | -11.83 | 6,924 | -4.22 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 42,865 | -9.75 | 3,447 | -15.56 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 6,048 | -7.00 | 551 | 1.10 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 4,826 | -34.41 | 440 | -28.85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 20,438 | -18.12 | 1,862 | -11.04 | ||||
| 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 | 6,685 | 2.58 | 609 | 11.54 | ||||
| 2025-04-24 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 40,701 | -27.45 | 3,620 | -21.18 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 103 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | 奥伯维斯资产管理公司/ | 2,897 | -1.66 | 264 | 6.48 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 95,222 | 0.00 | 8,676 | 8.63 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 3,026 | -6.20 | 276 | 1.85 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 151 | 14 | ||||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 6 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,287,687 | -2.97 | 208,431 | 5.40 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 569 | 59 | ||||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 55,392 | 2.79 | 5,047 | 11.66 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 6,175 | 0.00 | 563 | 8.70 | ||||
| 2025-08-22 | 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 | 492,001 | -4.71 | 44,826 | 3.52 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 387,710 | 4.05 | 35,324 | 13.04 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 27,032 | 0.00 | 2,463 | 2.80 | ||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 160,887 | -2.23 | 12,937 | -8.51 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 4,119 | 12.54 | 375 | 22.55 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 14,490 | -8.50 | 1,320 | -0.60 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 109,620 | 7.57 | 9,988 | 16.86 | ||||
| 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 | 410,571 | -1.00 | 36,381 | -1.39 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 24,656 | -1.60 | 2,246 | 6.90 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 21,410 | 1.31 | 1,951 | 10.05 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 16,361 | -13.84 | 1,316 | -19.37 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 22,140 | -38.26 | 2,017 | -32.92 | ||||
| 2025-03-25 | NP | FAD - First Trust Multi Cap Growth 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 | 13,334 | -0.32 | 1,146 | 13.59 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 3,006 | 274 | ||||||
| 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 | 1,152 | -9.93 | 99 | 2.08 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 135,806 | 1.14 | 12,373 | 9.87 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 5,324 | -16.92 | 485 | -1.42 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 23,419 | 11.30 | 2,134 | 20.92 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 3,474 | 0.00 | 317 | 8.59 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 15,748 | -0.68 | 1 | 0.00 | ||||
| 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 | 36,888 | -0.40 | 3,361 | 8.18 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 305,744 | 1.93 | 27,856 | 10.73 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 387 | -27.53 | 31 | -31.11 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 3,940 | 5.35 | 359 | 14.38 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 59,907 | -0.25 | 5,458 | 8.38 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 300 | 0.00 | 27 | 8.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 1,328 | 0.00 | 121 | 8.11 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 307 | 0.00 | 28 | 12.00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 14,200 | 0.00 | 1,294 | 8.66 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 222,715 | 36.07 | 20,291 | 47.82 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 114,900 | 196.13 | 10,469 | 221.70 | |||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 15,623 | 0.00 | 1,423 | 8.63 | ||||
| 2025-04-25 | 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 | 806,448 | -15.45 | 71,734 | -8.13 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 87,200 | 6.60 | 7,945 | 15.80 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 8,624 | 0.40 | 786 | 9.03 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 5,433 | 19.09 | 495 | 29.32 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 331,539 | -1.04 | 30,207 | 7.51 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 15,714 | 0.00 | 1,392 | -0.36 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,205 | 2,989.74 | 97 | 3,100.00 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,937 | 0.03 | 268 | 8.54 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 6,012,212 | -0.06 | 547,795 | 8.59 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 402 | 36 | ||||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 139,160 | 282.38 | 12,679 | 315.40 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,167 | 0.00 | 106 | 9.28 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 22,664 | -34.46 | 2,065 | -28.83 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 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 | 6,813 | 548 | ||||||
| 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 | 18,803 | -20.31 | 1,512 | -25.46 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 236,373 | 28.74 | 21,536 | 39.86 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 49,447 | 4,505 | ||||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 1,031 | -7.70 | 93 | 0.00 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,737,745 | -0.31 | 431,656 | 8.30 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 33,719 | 20.85 | 3,072 | 31.28 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 5,658 | 0.64 | 516 | 9.34 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 10,245 | 4.26 | 933 | 13.23 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 3,064 | -18.75 | 279 | -11.71 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 33,683 | -0.04 | 3,069 | 8.56 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 50,695 | 0.00 | 4,492 | -0.38 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 20,230 | 0.00 | 1,843 | 8.67 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 4,257 | 8.85 | 342 | 1.79 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 17,443 | -1.41 | 1,589 | 7.15 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 1,732 | -5.66 | 158 | 2.61 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 49,486 | -5.26 | 4,509 | 2.92 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 425 | -15.67 | 37 | 12.50 | ||||
| 2025-07-21 | 13F | 111资本 | 18,026 | 112.45 | 1,642 | 130.94 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 44,979 | -45.78 | 4,098 | -41.10 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 5,162 | 4.22 | 470 | 13.25 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 64,899 | -4.45 | 5,219 | -10.59 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 10,242 | 10.99 | 908 | 10.61 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 16,661 | -2.54 | 1,519 | 7.50 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 109 | -56.22 | 10 | -25.00 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 1,052 | 0.00 | 96 | 7.95 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 5,116 | 0.00 | 466 | 8.62 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 122,859 | 0.05 | 11,194 | 8.69 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 2,061,235 | 3.82 | 187,799 | 12.79 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 3,893 | 5.85 | 355 | 16.45 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 1 | 0.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 2,215 | 12.27 | 202 | 21.82 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 11,452 | -80.50 | 1,043 | -78.82 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,245 | -34.06 | 113 | -28.48 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 7,700 | -72.98 | 619 | -74.72 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 7,090 | 0.00 | 646 | 8.59 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 8,715 | 0.00 | 772 | -0.39 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 3,148 | 0.80 | 287 | 9.58 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 233 | 21 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 31,716 | 30.41 | 3 | 0.00 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 20,474 | -4.90 | 1,865 | 3.32 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 166,603 | 1.26 | 15,179 | 10.01 | ||||
| 2025-06-26 | NP | FWWFX - 富达环球基金 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 | 597,000 | -33.81 | 48,005 | -38.07 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 6,979 | 0.49 | 636 | 9.11 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 337 | 0.00 | 31 | 7.14 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 7,250 | 661 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 18,185 | 3.28 | 1,462 | -3.31 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 600 | 0.00 | 55 | 8.00 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 4,300 | 4.09 | 0 | |||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 6,045 | -9.03 | 551 | -1.26 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 5,584 | 0.00 | 509 | 8.55 | ||||
| 2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 4,170 | 0.00 | 380 | 8.60 | ||||
| 2025-07-07 | 13F | 信托公司 | 102 | 0.00 | 9 | 12.50 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 4,664 | 44.00 | 425 | 56.46 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 2,551 | -0.12 | 232 | 8.41 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 8,871 | -83.31 | 786 | -83.38 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 208 | 0 | ||||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 6,643 | 4.09 | 622 | 25.66 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 64,000,713 | -0.53 | 5,831,105 | 8.06 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 23,335 | 0.00 | 2,126 | 8.64 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 5,658 | 15.47 | 571 | 48.31 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 7,195 | -3.86 | 656 | 4.47 | ||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 695 | -90.45 | 62 | -90.57 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 埃奇伍德管理有限公司 | 29,704 | 0.00 | 2,706 | 8.63 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 35,809 | -3.31 | 2,879 | -9.52 | ||||
| 2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 28,178,624 | -8.46 | 2,567,354 | -0.56 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 61,354 | 23.24 | 6 | 25.00 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 10,253 | 0.00 | 934 | 8.73 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 4,695 | 32.63 | 428 | 44.26 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 19 | -44.12 | 2 | -50.00 | ||||
| 2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 9,293 | 1.05 | 847 | 9.73 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 23,299 | -4.32 | 2,123 | 3.92 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 50,060 | 4,561 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 6,654 | 606 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 523,170 | 1.72 | 47,666 | 10.50 | ||||
| 2025-08-27 | NP | APHNX - Artisan Select 股票基金机构股票 | 36,074 | 5.33 | 3,287 | 14.42 | ||||
| 2025-08-29 | NP | GCAEX - Gabelli 股票收益基金 A 类 | 244,000 | -3.94 | 22,231 | 4.36 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 11,718 | -18.09 | 1,068 | -11.01 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 2,891 | 2.48 | 263 | 11.44 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 5 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 认可投资者公司 | 3,335 | -13.04 | 304 | -5.61 | ||||
| 2025-08-29 | NP | 加贝利可转换收益证券基金公司 | 7,500 | -9.64 | 683 | -1.87 | ||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 3,387 | 0.00 | 309 | 8.45 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 623,936 | -31.96 | 56,847 | -26.08 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 446,239 | -9.35 | 40,657 | -1.53 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | Call | 14,400 | 0.00 | 1,312 | 8.62 | |||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,174 | -4.32 | 107 | 3.92 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 3,154 | 1.12 | 287 | 9.96 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 100,742 | 7.46 | 9,179 | 16.74 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 135 | 28.57 | 12 | 50.00 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 129,020 | 2.53 | 11,755 | 11.39 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 8,468,722 | -3.00 | 771,585 | 5.38 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 26,704 | 11.55 | 2,433 | 21.23 | ||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 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 | 1,798,791 | -2.61 | 159,391 | -2.98 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 174,350 | -1.20 | 15,885 | 7.34 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 20,750 | 4.59 | 1,881 | 13.73 | ||||
| 2025-08-20 | NP | HOMPX - HW 机会 MP 基金 | 3,700 | 0.00 | 337 | 8.71 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 148 | -99.32 | 13 | -99.28 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 55,416 | 52.30 | 5,049 | 65.45 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 86,878 | 0.17 | 7,915 | 8.81 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 2,295 | -7.94 | 209 | 0.00 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 13,175 | 191.16 | 1,200 | 216.62 | ||||
| 2025-08-28 | NP | MGOAX - Victory Munder 中盘核心成长基金 A 类 | 35,600 | 3,244 | ||||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 3,853 | 41.50 | 385 | 84.62 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 3,091 | 282 | ||||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 5,752 | 0.00 | 524 | 8.71 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,852 | 0.00 | 149 | 0.00 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 75,779 | -28.45 | 6,904 | -22.28 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,390 | 6.68 | 127 | 15.60 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 36,718 | 7.41 | 3,345 | 16.67 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | BTG Pactual 资产管理美国有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 427,553 | -9.95 | 34,380 | -15.74 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,800 | -22.21 | 145 | -27.27 | ||||
| 2025-07-30 | 13F | CORDA 投资管理有限公司。 | 660,389 | -3.16 | 60,168 | 5.21 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 4,045 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 1,537,771 | -10.50 | 140,107 | -2.78 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 11,810 | 0.00 | 950 | -6.41 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 2,757 | 10.72 | 251 | 20.67 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 500,893 | -2.51 | 45,636 | 5.90 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum 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 | 481,964 | 31.91 | 42,707 | 31.41 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 117,741 | -7.20 | 10,727 | 0.82 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 12,812 | 2.93 | 1,167 | 11.89 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 290,431 | -7.53 | 26,461 | 0.45 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 2,234 | 204 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 175,464 | 6.91 | 15,987 | 16.14 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 51,954 | 2.78 | 4,734 | 11.65 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 13,641 | -16.65 | 1,097 | -22.05 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 18,021 | -43.61 | 1,642 | -38.77 | ||||
| 2025-05-15 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 1,806 | -3.68 | 160 | -3.61 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 16,879 | 11.41 | 1,357 | 4.30 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 45 | 4 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 22 | 100.00 | 2 | |||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 11,305 | 16.12 | 1,002 | 15.59 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 585,114 | 7.72 | 53,316 | 17.29 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,513 | -4.48 | 138 | 3.79 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 31,943 | 0.00 | 2,910 | 8.62 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 190,653 | -14.67 | 17,622 | -5.96 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,676 | 153 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 9,053 | 0.00 | 825 | 8.56 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 31,119 | 13.66 | 2,502 | 6.38 | ||||
| 2025-04-17 | 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 | Kmg 信托合伙人有限公司 | 7,052 | -0.40 | 643 | 8.26 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 8,921 | 1.55 | 813 | 10.33 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 116,511 | 41.57 | 10,324 | 41.04 | ||||
| 2025-08-13 | 13F | JPB基金会 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 111,428 | 9,011.04 | 1 | -99.02 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 5,045 | 0.00 | 460 | 8.51 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 11,375 | -6.94 | 1,036 | 1.07 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 13,826 | -17.86 | 1,260 | -10.77 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 324,907 | -61.99 | 29,602 | -58.71 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 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 | 1,543 | -6.09 | 137 | -6.85 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 346,915 | 273.01 | 31,607 | 305.22 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 2,646 | -0.08 | 241 | 8.56 | ||||
| 2025-05-07 | 13F | 应用金融资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 3,825 | 0.60 | 391 | 30.77 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 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 | 276,648 | 3.01 | 25,205 | 11.91 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 24,569 | 7.36 | 2,239 | 16.62 | ||||
| 2025-08-27 | NP | RPFGX - 戴维斯金融基金 A 类 | 680,121 | 0.00 | 61,966 | 8.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 12,800 | 0.00 | 1,166 | 8.67 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 33,960 | 0.00 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 8,800 | 0.00 | 802 | 14.76 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 3,424 | 0.00 | 312 | 8.36 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 77,554 | 301.11 | 6,236 | 275.44 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 459,266 | 18.93 | 41,844 | 29.20 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 238,175 | 12.15 | 21,700 | 21.83 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 49,600 | -19.61 | 5 | -20.00 | |||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 85,654 | 150.47 | 7,804 | 172.07 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 147,247 | -23.25 | 13,416 | -16.63 |
