机构投资人持股和股东
CSX Corporation (AT:CSX) 有 2690 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 1,653,224,180 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Jpmorgan Chase & Co, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Invesco Qqq Trust, Series 1, Lazard Asset Management Llc, and Price T Rowe Associates Inc /md/ .
CSX Corporation (WBAG:CSX)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 28.98 / share. Previously, on May 9, 2025, the share price was 25.53 / share. This represents an increase of 13.53% 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。
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 1,402 | -3.11 | 44 | -4.35 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 174,961 | -5.94 | 5,527 | -7.17 | ||||
| 2025-05-29 | NP | OVEIX - Sterling Capital 中值基金机构级 | 17,694 | 27.12 | 521 | 15.81 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 66,889 | 0.00 | 2,183 | 10.87 | ||||
| 2025-08-06 | 13F | 马斯卡尼财富管理有限公司 | 9,574 | 0.13 | 312 | 11.03 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 9,064 | -4.73 | 296 | 5.73 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 17,135 | 66.41 | 559 | 84.49 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 1,338 | -46.48 | 38 | -54.88 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 10,647 | 8.64 | 347 | 20.49 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 106,658 | -10.88 | 3 | 0.00 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 339,462 | -3.96 | 11,077 | 6.48 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 737,353 | 0.53 | 20,697 | -14.15 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 62,000 | 5.44 | 2,023 | 16.94 | |||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 579,374 | -6.32 | 18,905 | 3.87 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 53,500 | -41.08 | 1,746 | -34.69 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,502,799 | -7.88 | 49,036 | 2.14 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 16,078 | 1.71 | 525 | 12.69 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 600 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 228,919 | 1.84 | 7,469 | 12.91 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 288,320 | 124.92 | 9,408 | 149.39 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 9,998 | -24.28 | 326 | -15.98 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 18,630 | -4.12 | 608 | 6.48 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 27,414 | -79.29 | 895 | -77.04 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 82,388 | 13.88 | 2,603 | 12.40 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 41,788 | 29.84 | 1,364 | 43.93 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 45,558 | 0.89 | 1,487 | 11.81 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,774,470 | -4.11 | 90,531 | 6.32 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 16,213 | 3.66 | 529 | 15.00 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 12,569 | 1.77 | 410 | 12.95 | ||||
| 2025-05-13 | 13F | 李氏金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 | 359,156 | 1,481.14 | 10,082 | 1,427.42 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 21,486 | -20.29 | 701 | -11.60 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 4,260 | -12.94 | 139 | -3.47 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 1,875 | -11.22 | 62 | -12.86 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 256,610 | -0.72 | 8,373 | 10.08 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 7,614 | 0.00 | 248 | 10.71 | ||||
| 2025-05-02 | 13F | Hager 投资管理服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 906,019 | 7.84 | 29,563 | 19.57 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 759,585 | -31.16 | 24,785 | -23.68 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 4,472 | 14.70 | 146 | 27.19 | ||||
| 2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 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 | 249,232 | -5.61 | 6,996 | -19.39 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 19,738 | 17.92 | 644 | 30.89 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 5,749 | 1,200.68 | 161 | 1,050.00 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 338 | 0.00 | 9 | -18.18 | ||||
| 2025-05-30 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 357,200 | 1.56 | 11,655 | 12.61 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 846 | 0.00 | 28 | -6.90 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 11,357 | 26.91 | 371 | 40.68 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 536,444 | 54.43 | 17,504 | 71.22 | ||||
| 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 | 12,318 | -4.42 | 346 | -18.44 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 32,047 | 5.02 | 1,121 | 24.72 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 7,956 | 15.69 | 260 | 28.22 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 3,626 | -16.91 | 118 | -7.81 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 24,938 | -6.65 | 814 | 3.44 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 158,737 | -30.71 | 5,180 | -23.18 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 121,388 | 1.27 | 3,961 | 12.28 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 12,209 | -4.47 | 433 | 15.16 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 28,644 | -0.51 | 1,018 | 25.99 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 11,975 | 0.04 | 391 | 10.80 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 21,640 | 0.00 | 706 | 11.01 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 21,224 | 1.38 | 693 | 12.34 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 64,603 | 2.14 | 2,108 | 3.23 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 7,500 | -4.70 | 245 | 5.63 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 66,545 | -12.11 | 2,171 | -2.56 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 124,403 | 0.24 | 3,492 | -14.42 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 12,087 | -5.37 | 423 | 16.57 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,151 | 0.00 | 38 | 12.12 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 119,305 | 40.69 | 3,893 | 55.99 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 6,300 | 206 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 36,710 | 12.25 | 1,198 | 24.43 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 80,601 | -6.49 | 2,630 | 3.71 | ||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 83,608 | -59.50 | 2,347 | -65.43 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 534,389 | -2.93 | 17,437 | 7.62 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 2,448 | 0.00 | 80 | 9.72 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 917 | -15.87 | 29 | -17.65 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 9,168 | 0.00 | 299 | 11.15 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 14,062 | -0.67 | 459 | 10.10 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 38,750 | 0.00 | 1,264 | 10.88 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 153,514 | 44.67 | 4,309 | 23.54 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 9,940 | -23.80 | 324 | -15.40 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 15,108 | 0.00 | 0 | |||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 185,034 | 15.60 | 5,845 | 14.09 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 11,591 | 0.00 | 378 | 10.85 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 101,000 | 527.33 | 3,296 | 596.62 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 2,159,563 | -78.85 | 70,467 | -76.56 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 170,389 | 20.86 | 5,383 | 19.28 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 18,341 | -0.41 | 598 | 10.33 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 266,200 | 61.14 | 8,686 | 78.69 | |||
| 2025-05-14 | 13F | 迪凯特资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 塔桥顾问 | 78,331 | -4.39 | 2,556 | 5.97 | ||||
| 2025-03-28 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 7,859 | 33.52 | 258 | 30.30 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 5,786 | -1.85 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 425,000 | 544.92 | 14 | 1,200.00 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 570,900 | 20.27 | 19 | 38.46 | |||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 2,314 | 102.27 | 65 | 72.97 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,625,178 | 182.87 | 53,030 | 214.81 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 17,445 | 7.56 | 569 | 19.29 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 5,734 | -19.23 | 181 | -20.26 | ||||
| 2025-07-29 | NP | MPISX - 纽约梅隆银行收益股票基金 M 类股票 | 120,789 | 6.59 | 3,816 | 5.18 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 134 | 0 | ||||||
| 2025-05-09 | 13F | CenterBook 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 2,700 | 88 | ||||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 14,200 | 463 | ||||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 22,655 | 4.10 | 739 | 15.47 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 51,413 | -4.01 | 1,443 | -18.01 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 7,427 | 0.00 | 242 | 11.01 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 7,557 | 0.09 | 247 | 10.81 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 11,296 | 0.00 | 369 | 10.84 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 157,815 | -1.99 | 4,985 | -3.28 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 14,290 | 2.92 | 466 | 14.22 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 7,309 | 238 | ||||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 340 | 0.00 | 11 | 10.00 | ||||
| 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 | 4,414 | 5.90 | 144 | 18.03 | ||||
| 2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 18,971 | -2.14 | 619 | 13.79 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 515,401 | 523.60 | 16,818 | 591.49 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 787 | -51.60 | 26 | -46.81 | ||||
| 2025-08-05 | 13F | Citadel 投资咨询公司 | 40,910 | -8.40 | 1 | 0.00 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 156 | 0.00 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 26,246 | 0.41 | 856 | 11.31 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 14,493 | -51.28 | 0 | |||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 270,749 | 4.47 | 7,600 | -10.80 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 108,524 | 0.33 | 3,428 | -0.98 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 2,269,475 | -2.35 | 74 | 8.82 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 85,857 | 1.80 | 2,802 | 12.90 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 36,500 | 0.00 | 1,191 | 10.80 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -449 | -15 | |||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 18,226 | -1.40 | 1 | |||||
| 2025-08-19 | 13F | 财富集团有限公司 | 7,500 | 0 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 9,027,297 | -16.14 | 294,561 | -7.03 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 13,254 | 0.00 | 432 | 10.77 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 1,385,159 | 14.70 | 38,881 | -2.05 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 41,188 | 0.63 | 1,344 | 11.54 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 649,353 | 1,229.96 | 21,188 | 1,375.49 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 80,544 | -2.56 | 2,628 | 8.06 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 17,000 | 555 | ||||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | CSUAX - Cohen & Steers 全球基础设施基金公司 A 类 | 969,569 | 12.96 | 31,637 | 25.24 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 27,573 | 0.00 | 900 | 10.85 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 10,718 | 3.37 | 350 | 4.49 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 14,714 | -90.30 | 0 | -100.00 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 3,842 | -9.62 | 108 | -23.02 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 144,589 | 16.45 | 4,568 | 14.92 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 52,869 | 17.03 | 1,484 | 0.00 | ||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 23,546 | 5.01 | 768 | 16.54 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 4,982 | -63.18 | 147 | -66.51 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 33,806 | -0.13 | 1,103 | 10.74 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 984 | 0.00 | 33 | 14.29 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 48,973 | 4.77 | 1,375 | -10.55 | ||||
| 2025-05-23 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 416,601 | 10.51 | 12,261 | 0.78 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 78,286 | -54.73 | 2,304 | -61.58 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 6,723 | 219 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 260,291 | -3.67 | 8,493 | 6.80 | ||||
| 2025-08-12 | 13F | 联合银行 | 38,275 | -5.22 | 1,249 | 5.05 | ||||
| 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 | 567,381 | -7.22 | 18,514 | 2.86 | ||||
| 2025-05-12 | 13F | 哈德逊峡谷资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 32,169 | -86.77 | 1,050 | -85.35 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 2,475 | -1.47 | 81 | 9.59 | ||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 6,923 | -0.29 | 226 | 10.29 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 1,560,575 | -21.64 | 55,463 | -5.38 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 35,786 | -0.05 | 1,168 | 10.83 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 18,211 | 594 | ||||||
| 2025-07-11 | 13F | 第一总理银行 | 77,312 | -1.53 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 168,314 | -2.73 | 5,494 | 8.96 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 93,985 | -0.69 | 3,067 | 10.09 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 312 | 73.33 | 10 | 100.00 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 14,000 | -30.00 | 442 | -30.94 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 228,514 | 21.94 | 7,456 | 35.19 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 955,498 | -1.53 | 31,178 | 9.17 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 2,006,308 | -5.62 | 63,379 | -6.86 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 9,320 | -66.74 | 304 | -63.11 | ||||
| 2025-04-16 | 13F | 斯坦利拉曼集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 286,853 | -42.19 | 9 | -35.71 | ||||
| 2025-07-07 | 13F | 西联银行 | 57,344 | -3.03 | 1,871 | 7.53 | ||||
| 2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 38,938 | -50.92 | 1,246 | -57.02 | ||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 10,749 | 0.22 | 351 | 11.11 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 843,808 | -0.07 | 27,533 | 10.80 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 26,992 | -12.89 | 881 | -3.40 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 1,158,291 | -5.79 | 37,795 | 4.46 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 252 | -64.36 | 8 | -60.00 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 126,011 | 0.45 | 4,112 | 11.38 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 557,648 | 2.36 | 17,616 | 1.01 | ||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 108,897 | -29.68 | 3,553 | -22.03 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 31,454 | -5.13 | 1,026 | 5.23 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 170 | 5 | ||||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 31,200 | 1,018 | ||||||
| 2025-08-12 | 13F | 坚决财富策略有限责任公司 | 6,431 | 210 | ||||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 613,607 | 11.79 | 20,022 | 23.95 | ||||
| 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 | 1,101,318 | 0.30 | 35,936 | 11.20 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 1,887,633 | -11.77 | 61,593 | -2.18 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 388 | 0.00 | 13 | 9.09 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 222 | 0.00 | 6 | -14.29 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 80,740 | 2,634 | ||||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 28,041 | 1.47 | 915 | 12.42 | ||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 30,915 | 0.07 | 1,009 | 10.89 | ||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 340,228 | 1.01 | 11,102 | 12.00 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 7,566 | 0.00 | 247 | 10.81 | ||||
| 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 | 134,700 | 12.36 | 3,781 | -4.04 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 格柏川崎财富与投资管理 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 费根联合公司 | 10,600 | 0.00 | 346 | 10.93 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 8,416,867 | 107.09 | 274,642 | 129.61 | ||||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 87,505 | -58.11 | 2,456 | -64.23 | ||||
| 2025-06-25 | NP | 道衡全球公用事业收入基金公司 | 127,000 | 33.68 | 3,565 | 14.16 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 468,900 | 175.99 | 15,300 | 206.00 | |||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 32,876 | -0.60 | 1 | |||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 47,541 | -30.58 | 1,502 | -31.52 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -60,984 | 60.84 | -1,990 | 78.39 | |||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 1,046,301 | -1.82 | 34,141 | 8.85 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 11,340 | 0.00 | 370 | 11.11 | ||||
| 2025-07-14 | 13F | 鹅卵石资产管理有限责任公司 | 34,456 | 0.40 | 1,124 | 11.40 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 7,422 | 3.75 | 242 | 15.24 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 202,790 | -3.07 | 6,617 | 7.47 | ||||
| 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 | 15,438 | 17.88 | 433 | 0.70 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 315,055 | -1.46 | 10,280 | 9.26 | ||||
| 2025-05-14 | 13F | 传奇财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 166,233 | -22.28 | 4,666 | -33.63 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -128,168 | 58.76 | -4,182 | 76.08 | |||
| 2025-05-28 | 13F | GK财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 11,289 | 0.00 | 368 | 10.84 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 767,700 | -1.70 | 25,050 | 8.99 | |||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 188,445 | -27.73 | 6,149 | -19.89 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 13,113 | -11.71 | 428 | -2.29 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 79,112 | 24.54 | 2,581 | 38.10 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 33,589 | 308.92 | 1,096 | 354.77 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 4,500 | 147 | |||||
| 2025-08-27 | NP | 杰克逊实物资产基金 | 58,524 | -5.63 | 1,910 | 4.60 | ||||
| 2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 701,042 | 0.00 | 19,678 | -14.60 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 741 | 0.00 | 24 | |||||
| 2025-07-16 | 13F | 美国国家银行 | 1,201 | 0.00 | 39 | 11.43 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 5,511,149 | 2.67 | 179,829 | 13.83 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 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 | 39,461 | 1.07 | 1,247 | -0.24 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 20,565 | 0.08 | 671 | 11.09 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 213,226 | -20.18 | 6,958 | -11.51 | ||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 84,964 | 0.00 | 2,385 | -14.61 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,228 | 6.50 | 39 | 5.56 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 34,149 | 6.04 | 1,147 | 21.12 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 136 | -14.47 | 4 | 0.00 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 10,911 | -11.62 | 356 | -1.93 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 可持续股票投资组合 I 类 | 316,026 | 0.00 | 10,312 | 10.87 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 3,441,560 | -3.43 | 112,298 | 7.07 | ||||
| 2025-05-27 | NP | FELG - 富达增强型大盘成长 ETF | 341,075 | -17.27 | 10,038 | -29.49 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,834 | 3.24 | 92 | 15.00 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 373 | 65.04 | 12 | 100.00 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 7,038 | -23.20 | 230 | -15.19 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 1,375,925 | -8.36 | 44,896 | 1.60 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 403,157 | 216.29 | 13,484 | 259.09 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 16,094 | 7.41 | 525 | 19.32 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 54,130 | 0.00 | 1,766 | 10.86 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 8,400 | 274 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 99,118 | 0.00 | 3,234 | 10.87 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 159,748 | 6.35 | 4,484 | -9.18 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 14,291 | 0.00 | 466 | 10.95 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 18,567 | 0.84 | 606 | 11.83 | ||||
| 2025-08-07 | 13F | 桑切斯财富管理集团 | 48,216 | 0.10 | 1,573 | 11.01 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 23,024 | -0.29 | 751 | 10.60 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 8,377 | -67.88 | 0 | |||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 19,646 | 0.27 | 641 | 11.28 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 6,624 | 216 | ||||||
| 2025-07-21 | 13F | 指南针规划协会 | 274 | 0.00 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 7,836 | 4.19 | 256 | 15.38 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 9,010 | 0.00 | 294 | 10.57 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 126,425 | 5.85 | 3,994 | 4.45 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 5,255,000 | 25.42 | 171,471 | 39.05 | ||||
| 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 | 96,468 | -2.98 | 3,148 | 7.55 | ||||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 24,473 | 58.77 | 799 | 76.16 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 198 | -22.35 | 6 | -37.50 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 791,254 | -2.53 | 25,819 | 8.07 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 250,402 | -56.87 | 8,171 | -52.18 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 93,000 | 0.00 | 3,035 | 10.89 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 121,826 | 322.65 | 4,004 | 377.12 | ||||
| 2025-03-27 | NP | RTXAX - 税务管理实物资产基金 A 类 | 26,159 | 444.87 | 860 | 433.54 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 24,233 | 0.00 | 791 | 10.80 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 13,986 | 0.00 | 0 | |||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 2 | 0.00 | 0 | |||||
| 2025-05-13 | 13F | Liontrust Investment Partners LLP | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 | 1,894 | 56 | ||||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 284,411 | -0.81 | 9,280 | 9.98 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 595,016 | 11.37 | 19,415 | 23.48 | ||||
| 2025-04-23 | 13F | Horizon Bancorp Inc /in/ | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 79,034 | -20.08 | 2,579 | -11.41 | ||||
| 2025-07-24 | NP | FSRFX - 运输产品组合 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 | 737,301 | -26.70 | 23,291 | -27.66 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 17,725,728 | 15.76 | 578,391 | 28.35 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 7,394 | -90.45 | 241 | -89.42 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 8,678 | -1.84 | 283 | 8.85 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 13,767 | 2,044.39 | 449 | 2,394.44 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 43,158 | 28.78 | 1,270 | 17.48 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -764 | -25 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 18,246 | 5,298.22 | 556 | 6.94 | ||||
| 2025-08-14 | 13F | 采石场LP | 4,472 | -40.56 | 146 | -34.39 | ||||
| 2025-07-23 | 13F | 湖滨顾问公司 | 21,600 | 0.00 | 705 | 10.87 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 27,827 | 11.88 | 908 | 24.08 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 243,544 | 49.73 | 7,947 | 66.03 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 7,978 | -1.55 | 260 | 9.24 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 3,800 | 0.00 | 135 | 21.62 | ||||
| 2025-08-14 | 13F | ClearAlpha 技术公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 26,556 | -17.87 | 745 | -29.85 | ||||
| 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 | 4,756,314 | 5.75 | 133,510 | -9.70 | ||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 8,074 | 263 | ||||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 98,215 | -3.81 | 3,205 | 6.66 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 614 | -6.83 | 20 | 0.00 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 318 | -48.29 | 10 | -44.44 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 7,883 | 0.00 | 257 | 11.26 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 3,600 | 0.00 | 117 | 0.86 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 16,829 | 0.39 | 549 | 11.36 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 240,932 | 6,763 | ||||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 16,410 | 1.60 | 574 | 28.99 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,548,782 | -39.61 | 50,537 | -33.05 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 2,563,735 | -9.40 | 83,657 | 0.45 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 99,904 | 0.00 | 3,156 | -1.31 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | VSDA - VictoryShares 股息加速器 ETF | 72,872 | 10.42 | 2,145 | 0.70 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 900 | 0.00 | 29 | 11.54 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 12,108 | 776.76 | 395 | 887.50 | ||||
| 2025-05-14 | 13F | 定制索引系统有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 财富效应有限公司 | 7,365 | -3.91 | 240 | 6.67 | ||||
| 2025-08-14 | 13F | 安盛公司 | 489,214 | 4.21 | 15,963 | 15.55 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 28,616 | 55.72 | 904 | 53.57 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 995,212 | -27.72 | 32,474 | -19.87 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 1,478,708 | 4.76 | 48,250 | 16.16 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 3,080 | -13.12 | 100 | -3.85 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 379 | -8.67 | 12 | -15.38 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 25,650 | -3.93 | 837 | 6.50 | ||||
| 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 | 112,186 | -20.01 | 3,149 | -31.68 | ||||
| 2025-06-27 | NP | FQUAX - AMG FQ 多空股票基金 N 类 | 67,564 | 34.28 | 1,897 | 14.70 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 32,019 | -0.58 | 1,045 | 10.24 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 21,338 | -4.61 | 696 | 5.78 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 69,175 | -4.92 | 2,257 | 5.47 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 206 | 0.49 | 0 | |||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 80,423 | -1.04 | 2,257 | -15.50 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 14,800 | 483 | ||||||
| 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 | 1,175,578 | -4.66 | 38,359 | 5.70 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 495 | -50.00 | 16 | -44.83 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 7,000 | 228 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 210,400 | 43.03 | 6,865 | 58.58 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 35,419 | -3.23 | 1,156 | 7.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 8,842 | -3.51 | 289 | 7.06 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 76,758 | -19.57 | 2,155 | -31.31 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 9,807 | 3.47 | 320 | 15.11 | ||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 28,460 | 0.00 | 899 | -1.32 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 8,309 | 271 | ||||||
| 2025-04-24 | 13F | 超越财富集体有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 速递资本有限公司 | 12,299 | 0.00 | 401 | 11.08 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 160,277 | 0.00 | 4,499 | -14.62 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 16,932,343 | 0.49 | 552,502 | 11.42 | ||||
| 2025-07-11 | 13F | 凯丹财富管理公司 | 11,349 | 0.00 | 370 | 10.78 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 58,633 | 0.00 | 1,852 | -1.28 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 25,890 | -3.72 | 845 | 6.70 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 158,428 | -28.54 | 5,170 | -20.78 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 98,456 | 15.05 | 3,110 | 13.55 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 28,931 | 0.01 | 944 | 18.17 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 19 | -5.00 | 1 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 98,892 | -12.63 | 3 | 0.00 | ||||
| 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 | 5,289 | 0.00 | 173 | 18.62 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 1,745,892 | 87.76 | 56,968 | 108.18 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 6,368 | 208 | ||||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 549,400 | -27.71 | 17,927 | -19.85 | |||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 6,302 | -21.49 | 206 | -13.14 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 7,410 | -0.67 | 242 | 10.05 | ||||
| 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 | 1,163,670 | -14.90 | 37,971 | -5.64 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 19,099 | 0.00 | 603 | -1.31 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 46,686 | 7.68 | 1,523 | 19.45 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 369,053 | -0.19 | 12,042 | 10.66 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 40,899 | -57.22 | 1,335 | -52.58 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 71,445 | -4.99 | 2,331 | 5.33 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 23,041 | -38.74 | 752 | -32.10 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 509,007 | 11.39 | 14,288 | -4.88 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 6,781 | -29.69 | 221 | -21.91 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 21,370 | 11.95 | 1 | |||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 5,746 | -0.69 | 182 | -2.16 | ||||
| 2025-04-23 | 13F | KG&L 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 152,692 | 8.79 | 4,982 | 20.63 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 68,500 | 6.53 | 2,235 | 18.13 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 27,379 | 6.82 | 769 | -8.79 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 28,765 | -33.39 | 909 | -34.30 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 9,475 | -4.71 | 309 | 5.82 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 81,565 | 1.89 | 2,290 | -13.00 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 6,507 | -7.04 | 212 | 2.91 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 24,708 | -0.16 | 806 | 10.71 | ||||
| 2025-08-13 | 13F | Meketa 投资集团公司 /adv | 26,493 | -10.70 | 864 | -1.03 | ||||
| 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 | 2,691 | -7.72 | 88 | 2.35 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 132,494 | 2.79 | 3,719 | -12.20 | ||||
| 2025-05-01 | 13F | 地峡合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 50,169 | -7.49 | 1,585 | -8.70 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 35,070 | -4.88 | 1,144 | 5.44 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 5,763 | -0.54 | 188 | 10.59 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 33,980 | -99.16 | 1,109 | -99.06 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 13,232 | -1.45 | 432 | 9.11 | ||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 94,059 | 0.00 | 2,768 | -8.80 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 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 | 436,245 | -1.87 | 12,245 | -16.20 | ||||
| 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 | 59,434 | -35.96 | 1,939 | -29.00 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 37,185 | 1.29 | 1,213 | 12.31 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 2,405 | 18.24 | 78 | 32.20 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 14,345 | -46.13 | 468 | -40.23 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 249,156 | 8,130 | ||||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 10,392 | 0.00 | 339 | 11.15 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 630,366 | 21.79 | 20,569 | 35.03 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 收入机会基金 A 类 | 16,825 | 549 | ||||||
| 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 | 306,310 | 9,676 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 540 | 5.88 | 17 | 6.25 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 8,335,860 | 20.20 | 272 | 32.84 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 84,560 | 9.13 | 2,759 | 21.01 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 15,344 | 0.00 | 501 | 10.86 | ||||
| 2025-07-03 | 13F | 贤者资本顾问有限公司 | 117,202 | 1.62 | 3,824 | 12.67 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 14,588 | 0.14 | 476 | 11.21 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 1,342,728 | -37.22 | 44 | -30.65 | ||||
| 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 | 262,792 | 16.34 | 8,302 | 14.81 | ||||
| 2025-07-24 | 13F | 康宁公司 | 14,042 | -9.99 | 458 | -0.22 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 54,410 | 11.57 | 1,775 | 23.69 | ||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 13,541 | -7.29 | 442 | 2.80 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 6,271 | 205 | ||||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 43,276 | -0.15 | 1,412 | 10.75 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 11,108 | 0.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 28,851 | -8.74 | 941 | 1.18 | ||||
| 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 | 16,109 | 16.59 | 509 | 14.93 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 12,889 | 421 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 11,113 | -11.20 | 363 | -1.63 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 298,550 | 9.40 | 9,742 | 21.29 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 26,053 | 13.39 | 850 | 25.74 | ||||
| 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 | 348,656 | 2.05 | 11,377 | 13.15 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 12,389 | 0.00 | 404 | 10.99 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 7,038 | -69.91 | 230 | -66.72 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 132,637 | -5.07 | 4,328 | 5.25 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 245,706 | -3.80 | 8 | 14.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 118,252 | -0.04 | 3,859 | 10.83 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 35,323 | -77.91 | 1,153 | -75.52 | ||||
| 2025-04-22 | 13F | 佛得角国际服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 84,368 | 200.79 | 2,753 | 233.58 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 6,780 | -21.66 | 221 | -12.99 | ||||
| 2025-07-30 | NP | PAVE - Global X 美国基础设施发展 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 | 7,690,947 | -5.14 | 242,957 | -6.38 | ||||
| 2025-08-14 | 13F | 卡塔纳资本有限合伙人 | 2,000,000 | 263.64 | 65,260 | 303.19 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 6,152 | 201 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 873,378 | -49.32 | 28,498 | -43.81 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 78,705 | -0.53 | 2,568 | 9.88 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 26,142 | -7.76 | 853 | 2.28 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 37,855 | -0.66 | 1,235 | 10.17 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 8,213 | 268 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 3,372,205 | 13.55 | 110,035 | 25.90 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 69,582 | 9.08 | 2,270 | 20.94 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 20,201 | 3.02 | 656 | 15.09 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 14,971 | -11.66 | 489 | -2.01 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 16,765 | 88.52 | 547 | 109.58 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 102,768 | 0.31 | 3,353 | 11.21 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 184,762 | 8.06 | 6,029 | 19.79 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 23,765 | -4.36 | 775 | 6.02 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 65,000 | 2,121 | ||||||
| 2025-08-14 | 13F | Taconic 资本顾问公司 | 25,000 | 816 | ||||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 65,120 | 4.99 | 2,314 | 26.79 | ||||
| 2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 1,157 | -21.88 | 38 | -13.95 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 21,887 | -24.62 | 714 | -16.39 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 14,434 | -11.01 | 481 | 5.95 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 286,199 | 2.53 | 9,339 | 13.67 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 2,795 | -4.41 | 91 | 5.81 | ||||
| 2025-08-27 | NP | RYPIX - 交通基金投资者类别 | 5,547 | -10.18 | 181 | -0.55 | ||||
| 2025-04-21 | 13F | 谢尔顿财富管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 17,730 | 0.00 | 579 | 16.06 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 12,768 | 0.24 | 417 | 11.23 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 6,300 | 5.00 | 206 | 16.48 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 64,056 | -9.61 | 2,024 | -10.80 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 481,867 | 39.79 | 13,526 | 19.38 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 5,387 | 0.00 | 176 | 10.76 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 7,967 | 0.00 | 252 | -1.57 | ||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 42,425 | -15.36 | 1,340 | -16.46 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 1,234 | 1.82 | 35 | -12.82 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 3,215 | 4.65 | 105 | 15.56 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,836 | 0.05 | 60 | 9.26 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 637,225 | -1.71 | 20,793 | 8.98 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 31,606 | -0.57 | 1,031 | 10.27 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 64,240 | 100.18 | 2,096 | 122.03 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 904 | 0.00 | 29 | 11.54 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 477 | 0.00 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 305,700 | 76.50 | 9,975 | 95.68 | |||
| 2025-08-14 | 13F | 信托管理公司 /wi/ | 6,032,486 | -3.84 | 196,840 | 6.62 | ||||
| 2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 160,300 | 213.70 | 5,231 | 247.97 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 1,679,588 | 54,805 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 29,468 | 8.23 | 931 | 6.77 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,638,792 | -4.85 | 53,539 | 5.62 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 5,465 | 0.00 | 178 | 11.25 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 370,865 | 59.44 | 12,101 | 76.79 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 6,144 | 200 | ||||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 11,880 | 0.00 | 388 | 10.89 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 19,302 | 13.39 | 647 | 29.40 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 162,277 | -4.84 | 5,295 | 5.52 | ||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 21,743 | 0.14 | 709 | 10.95 | ||||
| 2025-04-22 | 13F | 安东内利财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FOCPX - 富达场外交易投资组合 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 | 283,470 | 0.00 | 7,957 | -14.60 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 27,053 | 9.22 | 883 | 21.15 | ||||
| 2025-04-01 | NP | RPGAX - T. Rowe Price 全球配置基金公司 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 | 22,900 | -39.51 | 753 | -40.93 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 404,710 | 8.92 | 13,206 | 20.76 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 348,218 | -1.52 | 11,362 | 9.19 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 41,085 | -2.49 | 1,341 | 8.06 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 5,700 | 186 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 18,231 | -4.92 | 1 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 482,433 | 267.62 | 15,742 | 307.59 | ||||
| 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 | 32,590 | -3.61 | 915 | -17.73 | ||||
| 2025-04-25 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 417,326 | 1.55 | 13,359 | -11.07 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 11,351 | 2.36 | 370 | 13.50 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 29,630 | 0.00 | 967 | 10.78 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 6,278 | 205 | ||||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 7,069 | 1.03 | 231 | 12.20 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 57,926 | -9.40 | 1,626 | -22.66 | ||||
| 2025-04-24 | NP | 贝莱德基金 - 贝莱德基础设施可持续机会基金投资者 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 | 15,166 | 17.23 | 485 | 2.75 | ||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 17,942 | 528 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 12,376 | -12.44 | 404 | -2.89 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 112,239 | -2.80 | 4 | 0.00 | ||||
| 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 | 290,187 | 24.23 | 9,469 | 37.74 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 31,360 | 0.63 | 1,023 | 11.56 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 9,505 | 0.00 | 310 | 11.11 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 12,234 | 3.68 | 411 | 30.89 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 7,713 | -3.77 | 252 | 6.81 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 19,307 | 2.34 | 681 | 22.52 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 244,250 | -7.50 | 7,970 | 2.56 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 1,414 | -85.52 | 46 | -83.97 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 1,676 | 0.00 | 55 | 10.20 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,906 | 276.42 | 95 | 327.27 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 10,575 | 1.24 | 348 | -1.14 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 12,170 | -1.16 | 397 | 9.67 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 32,052 | -0.06 | 1,046 | 10.82 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 52,939 | 1,558 | ||||||
| 2025-03-28 | NP | GIZAX - 景顺全球基础设施基金 A 类 | 25,034 | -8.72 | 823 | -10.85 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 22,351 | 0.00 | 729 | 10.96 | ||||
| 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 | 112,349 | -4.49 | 3,666 | 5.89 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 371 | -56.15 | 12 | -50.00 | ||||
| 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 | 65,699 | -2.33 | 2,075 | -3.62 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 2,882,115 | 3.09 | 94,043 | 14.30 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 48,283 | -4.70 | 1,525 | -5.92 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 24,130 | -50.35 | 790 | -44.76 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 16,200 | -5.58 | 529 | 4.76 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 65,000 | 306.25 | 2,121 | 351.06 | |||
| 2025-06-20 | NP | RVRB - 混响 ETF | 165 | 0.00 | 5 | -20.00 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 6,659 | 217 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 32,600 | 401.54 | 1,064 | 456.54 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 12,400 | 0.00 | 365 | 0.00 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 7,749 | 29.89 | 253 | |||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 21,990 | -35.85 | 718 | -28.87 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 229 | 0.00 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,135,412 | -24.38 | 37,048 | -16.15 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 2,295 | 3.52 | 75 | 13.85 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 63,320 | 0.00 | 2,066 | 10.90 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 23,131 | -5.31 | 755 | 5.01 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 7,382 | 241 | ||||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 6,174,457 | 8.85 | 195,051 | 7.42 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 117,784 | -0.57 | 3,466 | -9.31 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 57,382 | -8.44 | 1,872 | 1.52 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 7,034 | -0.93 | 230 | 10.10 | ||||
| 2025-03-28 | NP | GAOAX - 摩根大通全球配置基金A级 | 53,401 | 190.05 | 1,755 | 183.52 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 79,628 | -4.60 | 2,598 | 5.78 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 12,417 | 0.00 | 405 | 10.96 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors 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 | 1,106,439 | 0.00 | 31,058 | -14.60 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 8,374 | 0.52 | 273 | 11.43 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 320,016 | -2.68 | 10,442 | 7.91 | ||||
| 2025-08-26 | NP | RPGIX - T. Rowe Price 全球工业基金 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 | 59,233 | 4.15 | 1,933 | 15.48 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 27,756 | 8.16 | 906 | 19.87 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 317 | 0.00 | 10 | 11.11 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 921 | -24.88 | 29 | -25.64 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 339,749 | 2.00 | 9,537 | -12.90 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 15,429 | 13.80 | 503 | 26.38 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 12,270 | -14.32 | 400 | -4.99 | ||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 581 | 0.00 | 19 | 5.88 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 18,852 | 10.19 | 615 | 22.27 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 6,985 | -3.72 | 228 | 6.57 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 6,325 | 206 | ||||||
| 2025-07-31 | 13F | 彼得森财富服务 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 5,389 | 0.00 | 176 | 10.76 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 9,052 | 0 | ||||||
| 2025-08-26 | NP | NMFIX - 多管理人全球上市基础设施基金 | 89,498 | -86.43 | 2,920 | -86.43 | ||||
| 2025-04-14 | 13F | 韦拉策略公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 先锋集团公司 | 174,096,218 | -0.97 | 5,680,760 | 9.79 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 12,116 | -3.00 | 395 | 7.63 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 220,800 | 0.00 | 7,205 | 10.86 | ||||
| 2025-07-23 | NP | Virtus 全球股息和收入基金公司 | 260,073 | 56.69 | 8,216 | 44.43 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 15,922 | -1.85 | 520 | 8.81 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 53,991 | 49.38 | 1,762 | 65.66 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 4,887,786 | 6.76 | 159,488 | 18.37 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 19,031 | 18.63 | 621 | 31.36 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 411,941 | -2.27 | 13,442 | 8.35 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 70,912 | -22.79 | 2,314 | -14.40 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 317,861 | 4.38 | 8,922 | -10.86 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 715,216 | 3.23 | 23,337 | 14.46 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 34,165 | 3.40 | 1 | |||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 7,233 | -32.75 | 228 | -33.72 | ||||
| 2025-05-22 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 78,116 | -34.52 | 2,299 | -40.30 | ||||
| 2025-07-11 | 13F | 贝克·查德·R | 102,000 | 0.00 | 3,328 | 10.90 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 37,764 | 23.30 | 1,232 | 36.74 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 129,826 | 4,236 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 9,432,269 | -5.11 | 307,833 | 5.18 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 24,738 | 807 | ||||||
| 2025-08-12 | 13F | 奥兹克银行 | 87,086 | 2,842 | ||||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 36,600 | 0.00 | 1,194 | 10.86 | ||||
| 2025-05-22 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 41,057 | -36.74 | 1,208 | -42.31 | ||||
| 2025-05-28 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 2,825 | -89.47 | 83 | -90.40 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 53,873 | 1.31 | 1,758 | 12.34 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 26,066 | 48.86 | 851 | 65.05 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 36,499 | -1.48 | 1,191 | 9.17 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 2,319 | 0.04 | 68 | -8.11 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 509,840 | -4.72 | 16,636 | 5.65 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 115,148 | -8.60 | 3,232 | -21.93 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 31,314 | 120.41 | 1,022 | 144.26 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 3,635 | -5.73 | 119 | 4.42 | ||||
| 2025-04-10 | 13F | Threadgill 金融有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 7,928 | -10.28 | 259 | 0.39 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 2,750,994 | 6,482.59 | 3,844 | 212.69 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 26,772 | -8.63 | 874 | 1.28 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 11,216 | 1.25 | 375 | 13.98 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 1 级 This fund is a listed as child fund of Capital World Investors 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 | 3,114,334 | 13.51 | 101,621 | 25.85 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 38,100 | -2.56 | 1,243 | 8.09 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 4,800 | 0.00 | 157 | 10.64 | |||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 270,737 | 0.11 | 8,834 | 11.01 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 27,345 | -0.59 | 892 | 10.26 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 399 | -2.44 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 23,200 | 62.24 | 757 | 80.24 | |||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 114,304 | 0.00 | 3,730 | 10.88 | ||||
| 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 | 133,679 | 38.44 | 3,752 | 18.25 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 34,972 | 7.84 | 1,141 | 19.60 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 200 | -66.67 | 7 | -64.71 | |||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 146,787 | 3.20 | 4,788 | 14.38 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 186,958 | 46.32 | 6,100 | 62.23 | ||||
| 2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 11,556 | 0.00 | 365 | -1.08 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 63,909 | -1.97 | 2,085 | 8.71 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 6,256 | 204 | ||||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 39,739 | 2.53 | 1,297 | 13.68 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 3,448 | 6.42 | 113 | 17.89 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 5,528 | -23.73 | 180 | -15.49 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 118,158 | 47.40 | 3,855 | 63.42 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 332,108 | 10.32 | 10,837 | 22.32 | ||||
| 2025-08-21 | NP | GLIFX - Lazard 全球上市基础设施投资组合机构股票 | 14,882,084 | 3.92 | 485,602 | 15.22 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 12,331 | 0.02 | 402 | 11.05 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 7,509 | 0.00 | 245 | 11.36 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 8,592 | -18.73 | 280 | -9.97 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 90,569 | -94.56 | 2,955 | -93.97 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 721,309 | 50.36 | 22,786 | 48.38 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 29,288 | 0.04 | 956 | 10.92 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 1,030 | -35.22 | 34 | -28.26 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 90 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 220,855 | -5.31 | 7,206 | 4.98 | ||||
| 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 | 1,182,358 | 4.84 | 37,351 | 3.46 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 132,133 | -2.54 | 3,709 | -16.79 | ||||
| 2025-06-26 | NP | AFAVX - AMG River Road 专注绝对价值基金 I 类股票 | 59,402 | -1.49 | 1,667 | -15.89 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 30,086 | 2.54 | 982 | 13.67 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 11,631 | 4.58 | 367 | 3.09 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 24,389 | -84.30 | 796 | -83.45 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 36,573 | -9.29 | 1,155 | -10.47 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 154,614 | -0.11 | 5,045 | 10.76 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 1,363,594 | -0.34 | 44,494 | 10.50 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 109,210 | 68.07 | 3,564 | 86.35 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 208,077 | -17.71 | 7 | -14.29 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 4,399 | -48.66 | 145 | -52.79 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 信托公司 | 588 | 0.00 | 19 | 11.76 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 27,773 | -12.88 | 906 | -3.41 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 31,911 | 0.00 | 939 | -8.75 | ||||
| 2025-07-21 | 13F | 111资本 | 26,383 | -68.02 | 861 | -64.57 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,149 | 0.00 | 37 | 12.12 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 121,075 | 260.45 | 3,951 | 299.80 | ||||
| 2025-07-22 | 13F | 弗农山联合公司 /md/ | 90,000 | -10.00 | 3 | 0.00 | ||||
| 2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 19,627 | -54.95 | 551 | -61.59 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 4,778 | 0.00 | 134 | 0.00 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 7,137 | 233 | ||||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 16,063 | -2.80 | 562 | 22.44 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 33,276 | 979 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 960 | 204.76 | 30 | 200.00 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 100,000 | 300.54 | 3,354 | 379.69 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 6,775 | 221 | ||||||
| 2025-08-08 | 13F | 切罗基保险公司 | 204,000 | 1.49 | 6,657 | 12.53 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 17,705 | 0.00 | 577 | 10.96 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 51,544 | 117.22 | 2 | |||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 55,937 | 0.63 | 1,825 | 11.62 | ||||
| 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 | 71 | 16.39 | 2 | -50.00 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 7,328 | 239 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 15,358 | -5.20 | 501 | 5.25 | ||||
| 2025-08-22 | 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 | 292,700 | -2.95 | 9,551 | 7.59 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,492,397 | 3.95 | 48,697 | 15.25 | ||||
| 2025-08-14 | 13F | 德肖公司 | 5,620,991 | 55.85 | 183,413 | 72.80 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 13,440 | 0.00 | 439 | 10.89 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 27,000 | 0.00 | 881 | 10.96 | |||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 22,920 | 11.21 | 748 | 23.27 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 300 | 0.00 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 625,000 | 20,394 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 626,693 | 3.14 | 17,591 | -11.93 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 686 | 25 | ||||||
| 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 | 3,628 | -50.38 | 118 | -45.12 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 18,578 | -1.33 | 606 | 9.39 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | Call | 20,025 | 2,280 | |||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 225 | 7 | ||||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 37,768 | -0.09 | 1,232 | 10.79 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 15 | -70.59 | 0 | -100.00 | ||||
| 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 | 1,493 | -80.13 | 49 | -78.28 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -267 | -1,670.59 | -9 | ||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. 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 | 4,215,300 | 0.00 | 137,545 | 10.87 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 45,543 | 16.95 | 1,439 | 15.41 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 22,581,526 | 20.48 | 736,851 | 33.60 | ||||
| 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 | 10,205 | -5.64 | 286 | -19.44 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 6,369 | 0 | ||||||
| 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 | 13,560 | 0.00 | 442 | 10.78 | ||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 39,000 | 0.00 | 1,273 | 10.90 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 157,069 | 1.97 | 5,125 | 24.70 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 39,810 | 4.08 | 1,299 | 15.47 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 13,364 | -0.39 | 436 | 10.66 | ||||
| 2025-05-13 | 13F | LWM 咨询服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 2,022,044 | 4,746.12 | 65,979 | 5,277.26 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 45,704 | 8.13 | 1,345 | -1.39 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 1,125 | 0.00 | 38 | 12.12 | ||||
| 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 | 1,147,115 | 3.97 | 32,200 | -11.21 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 597,764 | 22.24 | 19,505 | 35.55 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 812,924 | -15.87 | 26,526 | -6.72 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 95,640 | -91.69 | 3,121 | -90.79 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 43,222 | 5.11 | 1,556 | 36.01 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 30,026 | 0.00 | 980 | 10.87 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 18,536 | 1.73 | 605 | 12.69 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 7,284 | -2.03 | 238 | 8.72 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 12,658 | -8.62 | 413 | 1.47 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 13,548 | -3.56 | 442 | 7.02 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 90,118 | 0.00 | 3 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 6,510 | -36.24 | 212 | -29.33 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 价值 II 级 | 185,305 | 1.93 | 6,047 | 13.01 |
