机构投资人持股和股东
Ecolab Inc. (AT:ECL) 有 2531 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 250,396,382 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, Morgan Stanley, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Bill & Melinda Gates Foundation Trust, Wellington Management Group Llp, and Aristotle Capital Management, LLC .
Ecolab Inc. (WBAG:ECL)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 229.00 / share. Previously, on May 9, 2025, the share price was 224.40 / share. This represents an increase of 2.05% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 907 | -11.25 | 245 | -5.79 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,613,002 | -10.60 | 431,317 | -4.64 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 7,977 | -14.87 | 2,149 | -9.52 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 303,773 | -2.00 | 81,852 | 4.16 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 56,272 | -3.67 | 15,162 | 2.38 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 947 | -5.02 | 255 | 1.19 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 20 | 566.67 | 5 | |||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 37,826 | 1.34 | 10,192 | 7.70 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 7,788 | 0.74 | 1,958 | 1.24 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 格柏有限公司 | 1,050 | 0.00 | 283 | 6.02 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 916 | 4.69 | 247 | 11.31 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 3,551 | -2.10 | 957 | 4.03 | ||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 1,961 | 0.05 | 528 | 6.45 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 6,658 | -7.11 | 1,674 | -6.64 | ||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 9,252 | -11.46 | 2,493 | -5.93 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 41 | 0.00 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,680 | -1.91 | 1,800 | 4.23 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 60 | 0.00 | 16 | 6.67 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 1,199 | -9.65 | 323 | -3.87 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 1,037 | 0.00 | 0 | |||||
| 2025-07-24 | NP | FLOWX - 富达水务可持续发展基金 | 10,560 | 0.00 | 2,805 | -1.27 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 8,009 | 0.00 | 2,014 | 0.50 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 32,480 | 0.00 | 8,751 | 6.28 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 5,032 | 49.67 | 1,276 | 62.01 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 819 | 0.00 | 206 | 0.49 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 3,193 | 14.32 | 860 | 21.47 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 64,964 | 0.29 | 17,504 | 6.59 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 663 | 179 | ||||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 962 | 2.12 | 0 | |||||
| 2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 923 | -9.33 | 249 | -3.88 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 16,532 | 0.90 | 4,454 | 7.25 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 935 | 12.38 | 252 | 19.52 | ||||
| 2025-07-24 | 13F | M.克劳斯公司 | 37,666 | -0.74 | 10,149 | 5.49 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 17,816 | -2.42 | 4,800 | 3.72 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 23,373 | -11.50 | 5,877 | -11.06 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,183 | 0.77 | 319 | 7.07 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 22,315 | -0.93 | 6,080 | 6.24 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 46,145 | 8.81 | 12,433 | 15.65 | ||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 2,082 | -29.71 | 561 | -25.33 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 5,798 | 1,458 | ||||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,974 | 1.87 | 1,071 | 8.30 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 4,767 | -8.03 | 1,284 | -2.28 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 822,056 | -1.36 | 221,495 | 4.83 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,737 | 11.35 | 737 | 18.30 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 5,910 | -0.17 | 2 | 0.00 | ||||
| 2025-06-26 | NP | 克拉夫全球股息和收益基金 | 3,030 | 0.00 | 762 | 0.40 | ||||
| 2025-05-27 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 51 | 0.00 | 13 | 9.09 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 471,748 | 1.67 | 118,612 | 2.17 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 16,687 | -11.49 | 4,196 | -11.05 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 13,108 | -1.90 | 3,532 | 4.25 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 13,335 | -7.36 | 3,353 | -6.91 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 75 | 0.00 | 20 | 5.26 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,036 | -0.19 | 279 | 6.08 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 4,300 | 290.91 | 1,159 | 316.55 | |||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 97,403 | 1.42 | 26,244 | 7.79 | ||||
| 2025-08-13 | 13F | 米罗娃 | 163,663 | 2.88 | 44,097 | 9.35 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 1,289 | 0.00 | 324 | 0.62 | ||||
| 2025-07-29 | NP | PAPPX - Papp 中小型成长基金 | 10,000 | 0.00 | 2,656 | -1.26 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 14,557 | 77.91 | 3,660 | 78.80 | ||||
| 2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | 3,324 | -9.55 | 836 | -9.14 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 22,037 | 4.42 | 5,541 | 4.92 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 57,400 | 0.00 | 15,466 | 6.27 | ||||
| 2025-08-12 | 13F | 光通信株式会社 | 20,144 | 1.36 | 5,428 | 7.72 | ||||
| 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 | 139,264 | 2.68 | 37,523 | 9.13 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 600 | 162 | ||||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,838 | 0.22 | 495 | 6.68 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,156 | -3.51 | 311 | 2.64 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 107,000 | 23.13 | 28,830 | 30.87 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 43,085 | 35.85 | 11,504 | 42.91 | ||||
| 2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 433 | -28.78 | 109 | -28.95 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 20,503 | 532.22 | 5,524 | 572.02 | ||||
| 2025-08-05 | 13F | 诚信金融公司/西澳 | 912 | 0.00 | 246 | 6.49 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 2,679 | 0.00 | 722 | 6.19 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 14,992 | -5.82 | 4,039 | 8.28 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 375 | -0.27 | 101 | 6.32 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 14,880 | 51.87 | 4,009 | 63.77 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 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 | 3,990 | -82.64 | 1,060 | -82.87 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 3,471 | -2.20 | 937 | 4.00 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 2,428 | -80.95 | 654 | -79.75 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 116 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 44,767 | 1.60 | 12,091 | 7.97 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,465 | 0.83 | 395 | 7.07 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -1,400 | -6.67 | -372 | -7.94 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 2,496 | 0.00 | 673 | 6.33 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 178,389 | 28.45 | 48,065 | 36.51 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 9,331 | -12.31 | 2,514 | -6.79 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 1,433 | 0.00 | 381 | -1.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 704 | 0.00 | 190 | 6.18 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 765 | 0.00 | 206 | 6.74 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 625 | -0.79 | 168 | 5.66 | ||||
| 2025-07-30 | 13F | 亚当斯自然资源基金公司 | 45,000 | -7.02 | 12,125 | -1.19 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 33,204 | 0.67 | 8,946 | 7.00 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 376,297 | -55.11 | 101,389 | -52.29 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,794 | 47.83 | 750 | 56.25 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,593 | 0.00 | 429 | 6.45 | ||||
| 2025-04-30 | 13F | 基础有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 30,827 | -26.37 | 7,815 | -5.88 | ||||
| 2025-07-23 | 13F | 流利金融有限责任公司 | 8,173 | 0.00 | 2,202 | 6.27 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 760 | -14.70 | 202 | -15.90 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 498 | 25.13 | 132 | 23.36 | ||||
| 2025-05-14 | 13F | 优化财务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,781 | 8.40 | 480 | 15.14 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 1,000 | 0.00 | 269 | 6.32 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 52,242 | 0.38 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 727,370 | 115.59 | 193,753 | 129.42 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 264 | 0.00 | 71 | 7.58 | ||||
| 2025-08-11 | 13F | 萨默塞特集团有限责任公司 | 4,059 | 2.11 | 1,094 | 8.54 | ||||
| 2025-08-12 | 13F | 联合银行 | 1,160 | -6.75 | 313 | -0.95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25,724 | 111.16 | 6,943 | 128.92 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 231,261 | -71.35 | 62,311 | -69.55 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 882 | 0.00 | 234 | -1.27 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 22 | 6 | ||||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 36,311 | 0.53 | 9,784 | 6.84 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 523,263 | -5.92 | 140,988 | -0.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 3,342 | -75.99 | 900 | -74.49 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,038 | -8.47 | 280 | -2.44 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 2,410 | -2.67 | 649 | 3.51 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,419 | 110.17 | 652 | 123.71 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,965,076 | -27.71 | 529,470 | -23.17 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 190,602 | 47.87 | 50,720 | 56.78 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,161 | 4.03 | 313 | 10.25 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 83 | 21 | ||||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 81,284 | 0.53 | 21,901 | 6.84 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,039,541 | -11.76 | 280,094 | -6.22 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 787 | -0.76 | 198 | -0.51 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,311 | 2.70 | 892 | 9.18 | ||||
| 2025-08-13 | 13F | 华人文化金融集团 | 0 | -100.00 | 0 | |||||
| 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 | 255 | -30.89 | 69 | -26.88 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 3,916 | -11.38 | 1,055 | -5.80 | ||||
| 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 | 10 | 11.11 | 3 | 0.00 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 7,091 | -0.69 | 1,911 | 13.02 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 6,749 | 0.33 | 1,818 | 6.63 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 39,810 | -12.53 | 10,726 | -7.04 | ||||
| 2025-05-08 | 13F | 太平洋资本合伙有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 1,095,150 | -2.83 | 295,077 | 3.27 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 8,258 | -4.23 | 2,225 | 1.78 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 5,197 | 0.00 | 1,400 | 6.30 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,450 | 5.25 | 6,399 | 5.77 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,245 | 1.49 | 15,650 | 1.99 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 5,655 | -4.54 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 811 | 218 | ||||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -1,108 | 136.25 | -294 | 133.33 | |||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 3,451 | 1.53 | 868 | 2.00 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 280 | -5.08 | 70 | -4.11 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,191 | 34.12 | 321 | 42.67 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 1,520 | 0.00 | 410 | 6.23 | ||||
| 2025-08-07 | 13F | 第1620章 | 4 | -20.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,259 | 26.08 | 4,650 | 34.01 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 909 | -23.68 | 245 | -18.94 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 16,079 | -73.61 | 4,332 | -71.96 | ||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 13,540 | 37.98 | 3,648 | 46.68 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 3,266 | 0.00 | 880 | 6.29 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,386 | 1.71 | 912 | 8.19 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 390 | 2.90 | 105 | 9.38 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 16,306 | 15.42 | 4,393 | 22.68 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 38,920 | -1.31 | 10,486 | 4.88 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 20,600 | 5,550 | |||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 26,874 | 7,241 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,256 | -67.50 | 338 | -65.47 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 642 | 0.63 | 173 | 6.83 | ||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 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 | 54,824 | -5.49 | 13,784 | -5.02 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 14,324 | 0.55 | 3,859 | 6.87 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 1,680 | 0.00 | 453 | 6.35 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 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 | 112,137 | 0.00 | 28,195 | 0.50 | ||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 2,375 | 0.00 | 1 | |||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 7,402 | -5.13 | 1,966 | -6.29 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 10,081 | -0.88 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 2,315 | 0.96 | 624 | 7.23 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 110,020 | 0.00 | 29,644 | 6.28 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 3,648 | -1.99 | 983 | 4.14 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 38,269 | -2.26 | 10,311 | 3.88 | ||||
| 2025-08-13 | 13F | PACK 私人财富有限责任公司 | 866 | 0.00 | 233 | 6.39 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | Put | 300 | 0.00 | 81 | 5.26 | |||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 3,326 | 0.00 | 896 | 6.29 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 2,644 | -7.20 | 712 | -1.39 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 6,732 | -4.35 | 1,814 | 1.63 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 9,497 | -2.19 | 2,559 | 3.94 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 16,900 | -3.43 | 4,554 | 2.64 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,278,875 | 15.65 | 344,580 | 22.91 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 4 | 1 | ||||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 400 | -10.11 | 0 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 7,039 | -55.38 | 1,897 | -52.59 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 69 | -5.48 | 19 | 0.00 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,934 | 22.77 | 16,687 | 30.48 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 797 | 215 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 20,000 | 0.00 | 5,389 | 6.27 | |||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 17,900 | -30.08 | 4,823 | -25.70 | |||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 498 | 55.14 | 134 | 65.43 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,602,088 | 167.29 | 970,568 | 184.08 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 15,230 | 0.07 | 4,104 | 6.35 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,362 | 7.08 | 367 | 13.66 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 396,337 | -4.21 | 107 | 1.92 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 856 | 230.50 | 217 | 261.67 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 11,682 | 1.48 | 3,148 | 7.85 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 18,750 | -1.06 | 5,052 | 5.16 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 62,651 | -13.56 | 16,881 | -8.13 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 840 | -72.37 | 226 | -70.65 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 1,203 | -5.20 | 324 | 0.93 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,481 | 668 | ||||||
| 2025-08-13 | 13F | 纳夫有限公司 | 309 | 0.00 | 83 | 6.41 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 13,355 | -23.83 | 3,598 | -19.06 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 25,577 | 4.37 | 6,891 | 10.93 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 6,158 | -1.94 | 1,659 | 4.21 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 78,755 | -27.00 | 21,220 | -22.41 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 27 | -10.00 | 0 | |||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 196 | -5.77 | 49 | -5.77 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,316 | 0.00 | 355 | 6.29 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 16 | 6.67 | 4 | 33.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 3,379 | 6.80 | 850 | 7.33 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 1,694 | 456 | ||||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 3,581 | -0.36 | 965 | 5.82 | ||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 13,556 | -0.42 | 3,653 | 5.82 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 107,114 | -5.24 | 28,861 | 0.71 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 2,306 | -2.66 | 621 | 3.50 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 76,180 | -0.91 | 20,526 | 5.31 | ||||
| 2025-08-13 | 13F | Ecofi投资公司 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 467,253 | 0.70 | 124,112 | -0.56 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 8 | -94.97 | 2 | -95.00 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,030 | 278 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,716 | 3.95 | 1,271 | 10.43 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 119,719 | -0.14 | 30,101 | 0.35 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 12,396 | -11.51 | 3,117 | -11.07 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 755 | 203 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 381,703 | 0.38 | 102,846 | 6.68 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,500 | 2.32 | 404 | 8.89 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -57 | -189.06 | -15 | -193.75 | |||
| 2025-08-12 | 13F | 德国商业银行 | 217,654 | 11.74 | 59 | 18.37 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,258 | -4.77 | 608 | 1.16 | ||||
| 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 | 518 | -47.83 | 140 | -44.62 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 993 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 608 | 316.44 | 116 | -21.09 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 55,767 | 9.68 | 7,826 | 12.31 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 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 | 15,077 | 0.00 | 3,791 | 0.48 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,635 | -43.35 | 441 | -39.81 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 24,989 | 21.19 | 6,733 | 28.81 | ||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 7,097 | -11.22 | 1,784 | -10.80 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 41,969 | -25.64 | 11,308 | -20.97 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 240 | 0.00 | 0 | |||||
| 2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 96 | -79.70 | 24 | -78.18 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 185 | -7.04 | 50 | -2.00 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,550 | 21.95 | 687 | 29.62 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 49,707 | -2.97 | 12,498 | -2.49 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 61,441 | 126.03 | 16,555 | 140.23 | ||||
| 2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 13,329 | -2.45 | 3,591 | 3.67 | ||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 12,904 | 7.76 | 3,477 | 14.53 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 339 | -98.53 | 91 | -98.45 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,007 | 20.11 | 541 | 27.66 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 650 | 0.00 | 175 | 6.71 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 105,654 | -2.96 | 28,467 | 3.14 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 934 | 1.41 | 252 | 7.73 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 467,683 | -6.26 | 126,012 | -0.37 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 2,107 | 0.43 | 568 | 6.78 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 18,969 | 27.35 | 5,111 | 35.35 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,102 | -22.28 | 297 | -17.55 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,250 | -45.65 | 337 | -42.37 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 9 | -66.67 | 2 | -66.67 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 18 | -67.27 | 0 | |||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 1,220 | 0.25 | 329 | 6.49 | ||||
| 2025-05-15 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 16,928 | 2.57 | 4,496 | 1.28 | ||||
| 2025-08-27 | NP | CFWAX - 卡尔弗特全球水基金 A 级 | 35,429 | 3.39 | 9,546 | 9.88 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 9,630 | 7.96 | 2,595 | 14.73 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 14,017 | 9.78 | 3,524 | 10.33 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 3,029 | -5.08 | 816 | 0.99 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,218 | 0.33 | 329 | 13.89 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,912 | 605.75 | 1,323 | 660.34 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 1,267 | 0.00 | 342 | 6.21 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 135,833 | 3.86 | 36,599 | 10.38 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 474,328 | 0.55 | 127,803 | 6.87 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,400 | 26.63 | 5,766 | 34.59 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,874 | 2.14 | 1,014 | 6.40 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,491 | 31.87 | 671 | 40.38 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 588,076 | -31.00 | 158,451 | -26.67 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 9,778 | 7.31 | 2,635 | 14.03 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 81,439 | 3,211.87 | 22 | |||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 6,559 | 2.23 | 1,742 | 0.99 | ||||
| 2025-08-26 | NP | UEIPX - UBS Engage For Impact 基金 P 级 | 3,866 | -2.96 | 1,042 | 3.07 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,674 | -7.79 | 21,290 | -7.33 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 783 | 211 | ||||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 128 | -25.15 | 34 | -28.26 | ||||
| 2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 1,793 | -7.34 | 451 | -7.02 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 5,135 | 144.41 | 1,291 | 166.74 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 4,272 | 4.25 | 1,151 | 10.89 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 23,793 | 0.29 | 6,411 | 6.58 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 1,076 | -68.29 | 290 | -66.40 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 1,664,888 | -2.44 | 448,595 | 3.68 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,270 | -5.15 | 342 | 0.88 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 11,118 | -17.95 | 2,795 | -17.55 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,334 | 0.00 | 2,347 | 0.47 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 72,791 | -1.14 | 19,613 | 5.06 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 20,000 | -23.93 | 5,029 | -23.55 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 12,036 | 21.70 | 3,243 | 29.32 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,318 | 0.00 | 355 | 6.29 | ||||
| 2025-04-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 4,804 | -25.98 | 1,292 | -19.95 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 21,370 | -6.15 | 5,758 | -0.26 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 19,865 | 29.46 | 5,352 | 37.58 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,040 | -8.53 | 280 | -2.78 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 60,652 | -0.07 | 16,376 | 6.20 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,203 | 324 | ||||||
| 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 | 1,788 | -0.33 | 450 | 0.22 | ||||
| 2025-08-26 | NP | Profunds - Profunds Vp 基础材料 | 2,136 | -16.43 | 576 | -11.13 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 6,557 | 0.28 | 1,767 | 6.58 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 4,300 | 8.34 | 1,159 | 15.11 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 19,386 | -26.66 | 5,223 | -22.06 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 24,413 | -2.14 | 6,578 | 4.00 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 16,443 | -4.12 | 4,430 | 1.91 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 172,741 | -1.91 | 46,543 | 4.25 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 7,658 | 4.20 | 2,064 | 10.79 | ||||
| 2025-05-09 | 13F | 达美累积有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 5,120 | 0.00 | 1,380 | 6.24 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 1,083 | -5.33 | 292 | 0.34 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 63,135 | -1.23 | 15,874 | -0.74 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 41,101 | -0.56 | 11,074 | 5.69 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 12,877 | -11.17 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Marex 集团 | 22,790 | 6,141 | ||||||
| 2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 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 | 345,566 | -0.78 | 86,886 | -0.29 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 260,744 | 0.08 | 70,255 | 6.36 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 11,037 | -7.48 | 2,932 | -8.66 | ||||
| 2025-05-30 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 643 | 9.17 | 163 | 18.12 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 235 | -2.08 | 63 | 5.00 | ||||
| 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 | 8,006 | -33.98 | 2,157 | -29.83 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 22,400 | 6,035 | |||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 55,332 | 0.45 | 14,909 | 6.75 | ||||
| 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 | 2,306 | 0.00 | 621 | 6.34 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 431 | -11.50 | 114 | -12.98 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 915 | -4.39 | 247 | 1.65 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,500 | 25.62 | 6,871 | 33.50 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 2,493 | -9.05 | 672 | -3.45 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 27,795 | -7.92 | 7,506 | -2.14 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 6,000 | 1,617 | |||||
| 2025-08-08 | 13F | 联合储蓄银行 | 208 | 0.00 | 54 | 3.85 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 3 | 0.00 | 1 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 10,629 | -2.14 | 2,864 | 4.00 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 750 | 202 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,110 | -18.98 | 299 | -13.83 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 119 | 32 | ||||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 3,942 | -0.95 | 1,062 | 5.25 | ||||
| 2025-05-09 | 13F | 达美累积有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,025,025 | 5.76 | 1,084,503 | 12.40 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 1,128 | -16.94 | 304 | -11.92 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 3,048 | 1.03 | 821 | 7.46 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 95,795 | 87.07 | 25,811 | 98.82 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 1,107 | 298 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 6,900 | 81.58 | 1,859 | 93.04 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,191 | 2.58 | 2,814 | 3.08 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,211 | 5.49 | 326 | 12.03 | ||||
| 2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 3,669 | -15.40 | 988 | -10.10 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 83 | 0.00 | 22 | 4.76 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 1,214 | 54.45 | 327 | 64.32 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 35,583 | -4.15 | 9,587 | 1.87 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 168,589 | -0.56 | 45,532 | 5.67 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 52,377 | -1.44 | 14,112 | 4.75 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 2,810 | -4.00 | 757 | 2.02 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 2,400 | -90.36 | 1 | -100.00 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 5,800 | -61.59 | 2 | -66.67 | |||
| 2025-07-16 | 13F | 达科他财富管理 | 4,502 | 0.24 | 1,213 | 6.59 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 8,459 | -9.47 | 2,247 | -10.62 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 13,171 | -1.24 | 3,549 | 4.97 | ||||
| 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 | 48,609 | -2.83 | 13,097 | 10.03 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 5,819 | 2.16 | 1,568 | 8.52 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 158 | 14.49 | 43 | 23.53 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 6 | -96.51 | 2 | -97.67 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 1,178 | 11.34 | 318 | 18.28 | ||||
| 2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | Put | 900 | 242 | |||||
| 2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | 895 | 0.00 | 241 | 6.64 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 40 | 0.00 | 11 | 0.00 | ||||
| 2025-07-24 | 13F | 康宁公司 | 17,874 | 6.13 | 4,816 | 12.79 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,906 | 21.09 | 506 | 19.62 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 182 | 0.00 | 0 | |||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 10,347 | -6.99 | 2,788 | -1.17 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 2,497 | -1.96 | 673 | 4.19 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 7,900 | -1.25 | 2,129 | 4.93 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 12,674 | 0.68 | 3,317 | 3.95 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 406 | 16.00 | 109 | 23.86 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 116,183 | -0.60 | 31,304 | 5.64 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 22,585 | -0.15 | 6,100 | 6.09 | ||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 13,277 | -2.73 | 3,577 | 3.38 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中期成长基金机构类 | 4,029 | -13.45 | 1,086 | -8.05 | ||||
| 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 | 2,017 | 0.60 | 536 | -0.74 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 65 | 0.00 | 18 | 6.25 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 662 | 341.33 | 178 | 408.57 | ||||
| 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 | 58,802 | -2.00 | 15,619 | -3.24 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,104 | 152.05 | 297 | 167.57 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 167,846 | -0.40 | 45,224 | 107,576.19 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 2,096,360 | -4.04 | 564,843 | 1.98 | ||||
| 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 | 1,772 | 0.00 | 477 | 6.24 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 378 | 0.00 | 102 | 6.32 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 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 | 8,272 | -10.91 | 2,080 | -10.50 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 7,534 | 0.52 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 1,109 | 0.00 | 299 | 6.05 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 1,386 | -0.07 | 374 | 6.27 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 709 | 1,212.96 | 178 | 1,269.23 | ||||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 82,795 | 269.47 | 22,308 | 292.68 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 10,065 | -66.00 | 2,712 | -63.88 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 109 | 14.74 | 29 | 20.83 | ||||
| 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 | 1,227 | -8.16 | 331 | -2.37 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,807 | 5.43 | 487 | 11.98 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 4,179 | -2.52 | 1,126 | 3.59 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 304 | 0.00 | 82 | 5.19 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 1,007 | -2.04 | 271 | 4.23 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 74,706 | 0.02 | 20,129 | 6.30 | ||||
| 2025-08-27 | NP | CIAOX - 资本顾问成长基金投资者类别 | 8,925 | 0.00 | 2,405 | 6.28 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 274,300 | 0.00 | 73,907 | 6.28 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 311 | 8.74 | 84 | 15.28 | ||||
| 2025-08-14 | 13F | 安盛公司 | 532,233 | 17.24 | 143,405 | 24.61 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 19 | 0.00 | 5 | 25.00 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 44,401 | 2.00 | 11,164 | 2.50 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 20,696 | -5.76 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 9,108 | -40.76 | 2,454 | -37.03 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,520 | 4.61 | 404 | 3.33 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 1,092 | 0.00 | 294 | 6.52 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 937 | 0.00 | 252 | 6.33 | ||||
| 2025-08-26 | NP | PORIX - Trillium ESG 全球股票基金机构股份 | 35,727 | -2.99 | 9,626 | 3.11 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 57,588 | 8.36 | 15,517 | 15.17 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 288 | 0.00 | 78 | 5.48 | ||||
| 2025-08-28 | NP | VNUAX - Vontobel 美国股票基金 A 股 | 2,006 | 46.96 | 540 | 56.07 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 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 | 257,249 | 8.32 | 64,680 | 8.86 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 3,400 | 0.00 | 855 | 0.47 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 2,075 | -24.60 | 559 | -19.80 | ||||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 9,821 | -6.92 | 2,469 | -6.44 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,153 | -1.64 | 580 | 4.69 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 8,631 | 9.57 | 2,325 | 16.48 | ||||
| 2025-05-23 | NP | ARTRX - Artisan 全球机会基金投资者股票 | 75,272 | -48.66 | 19,083 | -44.45 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 788 | -19.34 | 212 | -14.17 | ||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 54,382 | -3.62 | 14,653 | 2.43 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,484 | 1.44 | 400 | 7.84 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 147,397 | 0.02 | 39,715 | 6.30 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 1,952 | 526 | ||||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 42,793 | 1.74 | 11,558 | 8.11 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 7,623 | -0.13 | 2,054 | 6.10 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 163,885 | -59.66 | 44,157 | -57.13 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 98,011 | 2.82 | 26,408 | 9.27 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 131 | 0.00 | 33 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,883 | 80.53 | 777 | 92.08 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 18,069 | -1.79 | 4,581 | -1.80 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 1,009,118 | -3.05 | 271,897 | 3.04 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 1,235,000 | 0.00 | 310,516 | 0.50 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 969 | 262 | ||||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,000 | 1.32 | 805 | 15.52 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 735 | -2.13 | 195 | -3.47 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 2,120 | 0.00 | 571 | 6.33 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,905 | 73.50 | 513 | 84.53 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 50 | 0.00 | 14 | 8.33 | ||||
| 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 | 551,298 | -10.49 | 138,613 | -10.05 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 创始者有限公司 | 1,087 | -74.44 | 293 | -72.91 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,290 | 2.22 | 348 | 8.78 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 77 | -28.70 | 21 | -25.93 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 139,746 | -6.29 | 37,653 | -0.41 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 108,125 | 0.92 | 29,133 | 7.26 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 87 | 0.00 | 23 | 4.55 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,461 | -1.68 | 1 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,016 | -2.99 | 813 | 3.05 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | 蒂尔伍德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 21,164 | -2.81 | 5,702 | 3.30 | ||||
| 2025-08-28 | NP | WISEX - Azzad Wise 资本基金 | 2,036 | 0.00 | 549 | 6.20 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 897 | 0.00 | 242 | 6.17 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 1,500 | 0.00 | 404 | 6.32 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 805,156 | -1.10 | 216,941 | 5.11 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 85,578 | 0.00 | 23,058 | 6.28 | ||||
| 2025-03-27 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 890 | 0.00 | 223 | 1.83 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 964 | -9.57 | 256 | -10.49 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 16 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 7,759 | 83.08 | 2,090 | 94.60 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 2,585 | 0.00 | 697 | 6.26 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 13,200 | 3,557 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 53,858 | -1.43 | 15 | 7.69 | ||||
| 2025-07-23 | 13F | 第一招商局 | 21,469 | 409.71 | 5,785 | 442.08 | ||||
| 2025-08-14 | 13F | 南岸银行 | 2,374 | 0.00 | 640 | 6.32 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-05-08 | 13F | 奋进私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 宝盛财富管理 | 2,228 | 2.91 | 600 | 9.49 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 11,420 | -18.63 | 3,077 | -13.52 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 33,668 | -0.65 | 9 | 12.50 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 19,169 | -3.04 | 5,165 | 103,180.00 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 86,778 | 74.07 | 23 | 91.67 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 117 | 0.00 | 32 | 6.90 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 7,061 | 1,903 | ||||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 6,397 | -4.48 | 1,724 | 1.53 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 37,335 | -0.30 | 10,060 | 5.96 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 410,261 | -0.70 | 110,541 | 5.53 | ||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 41,536 | 10,530 | ||||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 310 | 49.76 | 78 | 50.98 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 36 | 0.00 | 10 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 5,800 | 421.11 | 1,563 | 453.90 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 707 | -0.84 | 188 | -2.09 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 5,690 | 3.45 | 1,533 | 9.97 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 257,926 | -20.25 | 68,727 | -14.83 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 36,490 | -71.36 | 9,832 | -69.56 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,027,012 | -1.46 | 276,718 | 4.73 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 6,800 | 0.00 | 1,832 | 6.33 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 370 | 374.36 | 85 | 6.33 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 2,959 | 6.63 | 791 | 14.31 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,497 | 6.44 | 1,634 | 6.94 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,321 | -37.61 | 625 | -33.72 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 712,023 | -4.19 | 191,847 | 1.83 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 280,007 | 75,445 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 295,853 | 3.28 | 79,715 | 9.77 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 4,057 | -83.44 | 1,029 | -82.08 | ||||
| 2025-08-01 | 13F | Vienna Powszechne Towarzystwo Emerytalne SA 维也纳保险集团 | 3,476 | -23.60 | 937 | -18.82 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 287 | 77 | ||||||
| 2025-08-13 | 13F | 咨询财富管理公司 | 178 | 0.00 | 48 | 4.44 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 5,744 | -0.03 | 1,548 | 6.25 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 775 | 3.47 | 209 | 10.05 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 9,271 | -23.05 | 2,331 | -22.66 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 24 | 0.00 | 6 | 0.00 | ||||
| 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 | 34,447 | 15.79 | 9,150 | 14.32 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 3 | 200.00 | 0 | |||||
| 2025-06-25 | NP | FMAT - 富达 MSCI 材料指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,520 | -23.52 | 20,245 | -23.14 | ||||
| 2025-04-29 | NP | AQWA - Global X 清洁水 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,307 | -0.51 | 890 | 7.63 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 3,090 | 3.00 | 833 | 9.47 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 9,369 | -42.51 | 2,531 | -38.87 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 69,539 | -13.67 | 18,737 | -8.25 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 6,599 | 58.17 | 1,778 | 68.12 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 12,906 | -0.76 | 3,482 | 5.58 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,162 | 2.25 | 2,738 | 3.75 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 595 | -8.60 | 160 | -3.03 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 20,741 | 0.28 | 5,215 | 0.77 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 52,296 | 1.35 | 14,091 | 7.72 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 367 | 2.51 | 99 | 8.89 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,173 | 33.45 | 316 | 42.34 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,540 | 415 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 81,608 | 0.34 | 21,988 | 6.64 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 9,635 | 26.28 | 2,596 | 45.27 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 4,140,993 | 1.27 | 1,115,658 | 7.64 | ||||
| 2025-07-17 | 13F | 约翰逊比克斯比有限公司 | 1,000 | 0.00 | 269 | 6.32 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 971 | 0.00 | 262 | 6.10 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 600 | 162 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 97,787 | 220.32 | 26,348 | 240.44 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 3,216 | -4.46 | 866 | 1.52 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 488 | 132 | ||||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 95,125 | -1.83 | 25,630 | 4.34 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 820 | 0.00 | 218 | -1.36 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 8,548 | 1.18 | 2,149 | 1.70 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 11,200 | -92.24 | 3,018 | -91.76 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 1,510 | 407 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 1,863 | 0.00 | 495 | -1.40 | ||||
| 2025-08-14 | 13F | BW Gestao de Investimentos Ltda。 | 127,505 | 14.35 | 34,355 | 21.53 | ||||
| 2025-06-25 | NP | FXZ - 第一信托材料 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 | 24,417 | 20.27 | 6,139 | 20.87 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 119 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 4,632 | 0.37 | 1,251 | 6.74 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 882 | 0.00 | 238 | 6.28 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 844 | 0.00 | 227 | 6.57 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | VNEYX - Vontobel 全球环境变化基金 Y 股 | 1,068 | 5.43 | 288 | 12.11 | ||||
| 2025-08-13 | 13F | 第1832章 | 58,742 | 0.01 | 15,827 | 6.29 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 2,759 | 743 | ||||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 115 | 202.63 | 31 | 233.33 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,928 | 9.48 | 520 | 16.37 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 1,950 | -2.50 | 525 | 3.55 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 6,237 | -2.01 | 1,568 | -1.51 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 40,815 | -0.20 | 10,997 | 6.08 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 23,363 | -2.46 | 6,206 | -3.69 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 5,129 | 1.22 | 1,382 | 7.55 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 3,179 | 0.00 | 857 | 6.34 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 89 | 7.23 | 24 | 9.52 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 5,289 | -2.43 | 1,425 | 3.71 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,680 | 39.30 | 422 | 40.20 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 7,983 | 12.80 | 2,151 | 19.84 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 797 | -44.42 | 202 | -39.88 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 6,097 | 2.25 | 1,643 | 8.67 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 25,007 | 5.25 | 6,738 | 11.85 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 4,756 | -2.26 | 1,281 | 3.89 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 29,668 | -24.71 | 7,994 | -19.99 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 17,432 | 4,697 | ||||||
| 2025-08-08 | 13F | 认可投资者公司 | 4,099 | 55.62 | 1,104 | 65.52 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,842 | 16.71 | 766 | 23.99 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 352 | 13.18 | 89 | 14.29 | ||||
| 2025-08-11 | 13F | LCNB公司 | 865 | 0.00 | 233 | 6.39 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 5,526 | -26.13 | 1,489 | -21.52 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 9,287 | 17.95 | 3 | 100.00 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 4,960 | 9.90 | 1,337 | 16.78 | ||||
| 2025-06-24 | NP | KLCAX - 联邦考夫曼大盘基金 A 类股票 | 25,872 | 0.00 | 6,505 | 0.49 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 3,015 | 1.01 | 812 | 7.41 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,027 | -18.49 | 277 | -13.48 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 16,974 | 5.78 | 4,247 | 14.73 | ||||
| 2025-08-28 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 40,197 | 7.42 | 10,831 | 14.17 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 3,600 | -11.50 | 905 | -11.01 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 825 | 0.00 | 222 | 6.22 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 24,744 | -0.97 | 6,667 | 5.26 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 1,726 | -9.35 | 465 | -3.53 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 877 | -7.29 | 236 | -1.26 | ||||
| 2025-06-27 | NP | PHO - 景顺水资源 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 | 629,404 | -15.18 | 158,251 | -14.76 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 954 | 257 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 9,452 | 23.14 | 2,547 | 30.77 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 32,546 | -4.20 | 8,769 | 1.82 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 54,199 | 2.25 | 13,627 | 2.75 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 4,989 | -3.85 | 1,344 | 2.21 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 20,500 | 28.58 | 5,524 | 36.64 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 92,239 | -8.87 | 24,853 | -3.15 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 42 | 0.00 | 11 | 10.00 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 56 | 40.00 | 15 | 50.00 | ||||
| 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 | 10,484 | -2.02 | 2,636 | -1.57 | ||||
| 2025-04-01 | 13F | 内维尔·罗迪和肖公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 西蒙斯银行 | 1,740 | -1.42 | 469 | 4.70 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 239,632 | 2.02 | 64,566 | 8.42 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 19,380 | -1.47 | 5,148 | -2.72 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | NVWM有限公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 5,099 | 12.73 | 1 | 0.00 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,700 | 2.78 | 1,266 | 9.23 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 412,545 | 3.29 | 111,156 | 9.77 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 466 | 0.00 | 124 | -1.60 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 884 | -10.80 | 238 | -5.18 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 297 | 75 | ||||||
| 2025-04-22 | 13F | 圭亚苏塔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 290,400 | -7.31 | 78 | -1.27 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 79 | -7.06 | 21 | 0.00 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 51 | 0.00 | 14 | 8.33 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 200 | 54 | |||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,125 | 2.80 | 842 | 9.35 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 71,722 | 13.02 | 19,325 | 20.11 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 459 | 0.00 | 116 | 8.41 | ||||
| 2025-07-09 | 13F | 企业银行 | 3,001 | -2.06 | 809 | 4.12 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 653 | 0.00 | 164 | 0.00 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 372,715 | 75.85 | 100,424 | 86.89 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 2,381 | -0.54 | 642 | 5.78 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 5,544 | -21.03 | 1,494 | -16.08 | ||||
| 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 | 5,415 | 0.00 | 1,459 | 6.34 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 1,845 | 0.00 | 498 | 6.41 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 101,400 | 0.00 | 27,321 | 6.28 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 6,268 | -16.02 | 1,589 | -9.10 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 15,079 | -0.15 | 4,063 | 6.11 | ||||
| 2025-07-14 | 13F | 哈林顿投资公司 | 9,061 | 1.67 | 2,441 | 8.06 | ||||
| 2025-06-23 | NP | 税务管理多股成长投资组合 - 税务管理多股成长投资组合 | 7,531 | 0.00 | 1,894 | 0.48 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,451 | -80.91 | 660 | -78.09 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 740 | -14.75 | 199 | -9.55 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 3,070 | 3.05 | 829 | 9.80 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 10,908 | -2.06 | 2,939 | 4.11 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 19,994 | 0.94 | 5,387 | 7.29 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 20 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 4,559 | 22.78 | 1,228 | 30.50 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,179,560 | 0.74 | 844,555 | -0.53 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 161 | 0.00 | 43 | 7.50 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 11,698 | -51.83 | 3,107 | -52.43 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 16,654 | -3.37 | 4,487 | 2.70 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,275 | 0.00 | 344 | 6.17 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,897 | 49.79 | 781 | 59.18 | ||||
| 2025-08-13 | 13F | 标准家族办公室有限责任公司 | 276 | 0.00 | 74 | 7.25 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 1,270 | 55.64 | 342 | 66.02 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 105,139 | 28 | ||||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 278,780 | 1.41 | 75,114 | 7.78 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 247,226 | 7.75 | 66,618 | 14.52 | ||||
| 2025-07-22 | 13F | 遗产信托 | 8,152 | -0.67 | 2,196 | 5.58 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 4,200 | -1.85 | 1,132 | 4.34 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 873 | 235 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 11 | 37.50 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 6,499 | 15.19 | 1,751 | 22.45 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 176,125 | -4.81 | 47,455 | 1.17 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 101 | 0.00 | 27 | 8.00 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 20,631 | -0.14 | 5,559 | 6.13 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,236 | 3.85 | 872 | 10.39 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 3,734 | -0.64 | 1,006 | 5.67 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 5,929 | 0.00 | 1,491 | 0.47 | ||||
| 2025-04-29 | 13F | 战略蓝图有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 37,316 | -8.94 | 10,078 | -3.24 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 | 411 | -96.91 | 109 | -96.96 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 418,877 | 415.63 | 112,862 | 448.03 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 14,437 | -51.47 | 3,890 | -48.43 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 998 | 0.00 | 269 | 5.93 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 38,215 | 8.07 | 10,297 | 14.86 | ||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 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 | 209 | -2.79 | 53 | -1.89 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 36,500 | -21.84 | 9,835 | -16.94 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 152,782 | 0.70 | 41,166 | 7.03 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 45 | 0.00 | 12 | 9.09 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 3,616 | -4.01 | 983 | 9.23 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 98,308 | 361.71 | 26,488 | 390.79 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 3,831 | -12.39 | 1,032 | -6.86 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 2,782,831 | -0.49 | 749,806 | 5.76 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,206 | 3.08 | 325 | 9.46 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 2,625 | -0.98 | 707 | 5.21 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 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 | 8,032 | -3.80 | 2,164 | 2.27 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 23,451 | -10.41 | 6,319 | -4.78 | ||||
| 2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,043 | 281 | ||||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 389 | 0.00 | 105 | 6.12 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 9,995 | 1.77 | 2,693 | 8.20 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 1,181 | -24.78 | 318 | -20.10 | ||||
| 2025-03-25 | NP | MFSIX - 麦迪逊可持续股票基金可持续股票基金 I 类 | 263 | -71.29 | 66 | -71.11 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 728,001 | -0.28 | 183,041 | 0.22 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 1,762 | 9.44 | 0 | |||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 4,711,445 | -1.07 | 1,269,452 | 5.14 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 358 | -2.72 | 95 | -3.06 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 613 | -9.59 | 165 | -3.51 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,451,546 | -6.96 | 391,105 | -1.12 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 6,607 | -2.28 | 1,780 | 3.91 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 660 | -95.69 | 166 | -95.69 | ||||
| 2025-05-08 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 124,212 | 24,942.74 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,933 | -10.94 | 1,060 | -5.36 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 5,027 | -59.17 | 1,354 | -56.62 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中盘价值基金机构类 | 16,426 | -18.08 | 4,426 | -12.95 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 75 | -31.19 | 20 | -25.93 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,479,529 | 0.42 | 1,469,019 | 6.59 | ||||
| 2025-05-27 | NP | BUFTX - 布法罗发现基金投资者类别 | 28,520 | -15.87 | 7,230 | -8.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 592 | 0.85 | 160 | 7.43 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 7,089 | 1,910 | ||||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,162 | 10.14 | 312 | 24.30 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,791 | 17.91 | 483 | 25.19 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,000 | 1,078 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 3,400 | -5.56 | 916 | 0.44 |
