机构投资人持股和股东
General Electric Company (AT:GE) 有 3882 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 1,010,708,719 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Fmr Llc, Capital International Investors, TCI Fund Management Ltd, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Price T Rowe Associates Inc /md/, VFINX - Vanguard 500 Index Fund Investor Shares, and Capital Research Global Investors .
General Electric Company (WBAG:GE)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 213.00 / share. Previously, on May 9, 2025, the share price was 189.60 / share. This represents an increase of 12.34% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | LMCG 投资有限公司 | 3,832 | -3.89 | 986 | 23.71 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 6,251 | 20.44 | 1,609 | 54.91 | ||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 3,698 | 952 | ||||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 18,719 | 8.79 | 3,773 | 7.71 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 231 | 59 | ||||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 7,004 | 2.28 | 1,803 | 31.53 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 道富银行 | 44,268,912 | 1.41 | 11,394,375 | 30.17 | ||||
| 2025-05-12 | 13F | 克雷斯塔顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 17,634 | 3.65 | 4,539 | 33.27 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 69,369 | 12.73 | 13,981 | 11.60 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 553,488 | -23.00 | 142,236 | -1.12 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 384,911 | -0.94 | 99,072 | 27.39 | ||||
| 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 | 43,096 | -1.35 | 8,686 | -2.34 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 835 | 215 | ||||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,154 | 7.05 | 297 | 38.14 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,133 | 292 | ||||||
| 2025-08-14 | 13F | 对称投资有限公司 | 11,200 | -89.07 | 2,883 | -85.95 | ||||
| 2025-07-08 | 13F | 选择财富顾问有限责任公司 | 1,099 | 0.00 | 283 | 28.77 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 2,763 | 35.44 | 711 | 74.26 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 818 | 210 | ||||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 80 | 0.00 | 21 | 25.00 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 4,714 | 37.88 | 1,213 | 77.34 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 710 | 115.81 | 183 | 180.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,699 | 437 | ||||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 3,815 | 0.00 | 982 | 28.57 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,172 | -12.42 | 559 | 12.70 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 5,836 | -0.12 | 1,502 | 28.49 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 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 | 24,764 | 9.75 | 4,991 | 8.64 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 18,971 | 6.49 | 4,883 | 64.32 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 8,152 | 0.00 | 2,098 | 28.63 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 1,253 | -4.13 | 0 | |||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 27,800 | 0.00 | 6,836 | 18.80 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,263 | -1.65 | 582 | 26.52 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 106 | 0.00 | 27 | 28.57 | ||||
| 2025-04-24 | NP | CZMVX - 多经理价值策略基金机构类 | 3,394 | -30.32 | 702 | -20.86 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 51,937 | 344.32 | 13,368 | 471.53 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,773 | 12.31 | 714 | 44.33 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 169 | 11.92 | 42 | 32.26 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 4,563 | -2.23 | 1,174 | 25.70 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 22,127 | -3.61 | 5,695 | 23.97 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 12,037 | 3.54 | 3,098 | 33.19 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 7,416 | 73.03 | 1,909 | 122.64 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 1,234 | 318 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,495 | 1,189.67 | 704 | 1,180.00 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 1,185 | -9.61 | 0 | |||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 87,069 | -40.20 | 22,412 | -23.09 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 96 | 81.13 | 25 | 140.00 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 160,700 | 32.70 | 41,363 | 70.65 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 11,231 | -1.10 | 2,187 | 0.00 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 981 | 253 | ||||||
| 2025-08-11 | 13F | 塔桥顾问 | 2,768 | -5.53 | 712 | 21.50 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,438 | 628 | ||||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 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 | 121,801 | -13.75 | 31,350 | 10.92 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 25 | -68.75 | 5 | -131.25 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 36,670 | -1.41 | 9,438 | 26.79 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 1,728 | 0.00 | 445 | 28.70 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 16,500 | 0.00 | 4,247 | 28.59 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,485 | 7.14 | 382 | 37.91 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 45,755 | -4.74 | 11,777 | 22.49 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,036,786 | -1.07 | 266,858 | 27.22 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 68,577 | -15.18 | 17,651 | 9.08 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 4,097,928 | 12.04 | 1,054,744 | 44.27 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 2,555 | 658 | ||||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 2,336 | -13.22 | 601 | 11.71 | ||||
| 2025-08-22 | NP | MLMIX - 全球核心投资组合 I 类 | 1,685 | 434 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 18,668 | 28.90 | 4,805 | 62.83 | ||||
| 2025-08-14 | 13F | 改善有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 10,622 | 3.79 | 2,734 | 33.45 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 8,542 | -4.34 | 1,710 | 14.78 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 4,921 | -4.32 | 1,267 | 23.03 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 2,053 | -1.20 | 528 | 27.23 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 3,490 | 0.00 | 898 | 28.65 | ||||
| 2025-07-11 | 13F | 沃特弗格森金融公司 | 1,901 | 0.64 | 489 | 29.37 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 379,637 | 1.51 | 97,715 | 30.54 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 524 | -18.38 | 129 | -3.03 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,376 | 12.97 | 354 | 45.68 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 33,578 | 59.24 | 8,643 | 104.45 | ||||
| 2025-08-12 | 13F | 联合银行 | 3,168 | -33.78 | 815 | -14.84 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 401 | -33.28 | 103 | -14.17 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 1,950 | 13.70 | 502 | 46.06 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 1,190 | -17.42 | 306 | 6.25 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 102,906 | 18.28 | 26,487 | 52.10 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 58,611 | 10.61 | 15 | 50.00 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 14,235 | -43.05 | 3,664 | -26.77 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 51,620 | 6.20 | 13,286 | 36.57 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 199,850 | 32.71 | 51,439 | 70.67 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,612 | -3.24 | 415 | 24.32 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 24,594 | -12.71 | 6,330 | 12.25 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 15,257 | -1.27 | 3,075 | -2.26 | ||||
| 2025-08-06 | 13F | 哥伦比亚河金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 1,284 | 5.85 | 331 | |||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 904,409 | -1.52 | 232,786 | 26.65 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 3,057 | 0.13 | 787 | 28.64 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 11,401 | 0.23 | 2,935 | 28.95 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 1,336 | 344 | ||||||
| 2025-08-13 | 13F | 丰业资本公司 | 44,450 | -10.73 | 11,440 | 14.79 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,138 | 3.32 | 1,065 | 32.96 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 855,824 | 3.87 | 220,281 | 33.58 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 20,589 | 8.32 | 4,150 | 7.24 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 8,242 | 6.98 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 859 | 221 | ||||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 18,987 | -30.14 | 3,827 | -30.84 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 130 | -0.76 | 26 | 0.00 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 3,208 | 0.03 | 826 | 28.50 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 451 | 0.00 | 116 | 28.89 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 235 | -53.92 | 60 | |||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 4,195 | -1.73 | 1 | |||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 4,230 | -1.40 | 1,052 | 30.88 | ||||
| 2025-07-17 | 13F | SFM有限责任公司 | 1,102 | 284 | ||||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 3,970 | 267.59 | 1,022 | 372.69 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,834 | 9,237 | ||||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 2,337 | 0.00 | 602 | 28.69 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 4,458 | -1.24 | 1,147 | 27.02 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 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 | 363,417 | 101.43 | 73,243 | 99.43 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 9,883 | 2,544 | ||||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 7,072 | 2.99 | 1,820 | 32.46 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 2,335 | -1.06 | 601 | 27.33 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 6,310 | -3.53 | 1,624 | 24.06 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,392 | -7.48 | 11,970 | -8.40 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 145 | 0.00 | 37 | 32.14 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 310 | 62 | ||||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 5,404 | 27.63 | 1,391 | 64.11 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,020 | -0.74 | 520 | 22.41 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,648 | 14.92 | 424 | 47.74 | ||||
| 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 | 791,603 | 2.46 | 203,751 | 31.76 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 54,866 | 14.24 | 13,492 | 35.73 | ||||
| 2025-08-25 | NP | 美国基金保险系列-新世界基金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 | 56,239 | -2.20 | 14,475 | 25.77 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 154 | 755.56 | 38 | 1,133.33 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 12,099 | -23.61 | 3,114 | -1.74 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 14,336 | -0.52 | 3,690 | 27.91 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 7,009 | 3.62 | 1,804 | 33.33 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 77,312 | 19,899 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 90 | 0.00 | 18 | 0.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 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 | 641,966 | -0.87 | 165,236 | 27.48 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 143,630 | -7.41 | 36,969 | 19.07 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 312 | 0.00 | 80 | 29.03 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 64,337 | 333.30 | 16,560 | 457.35 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 7,016 | 192.09 | 1,806 | 276.04 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 39,100 | 33.45 | 10,063 | 71.59 | |||
| 2025-08-11 | 13F | 艾迪生资本公司 | 4,688 | 11.33 | 1,207 | 43.23 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 196,100 | 18.99 | 50,468 | 53.01 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 1,787 | -91.52 | 460 | -89.11 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 5,240 | 2.10 | 1,349 | 31.26 | ||||
| 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 | 41 | 17.14 | 8 | 14.29 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 55,339 | 4.86 | 13,608 | 24.58 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 5,796,058 | 41.99 | 1,491,847 | 82.59 | ||||
| 2025-08-07 | 13F | 第1620章 | 349 | -0.29 | 90 | 28.99 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,838 | 17.22 | 47,308 | 50.74 | |||
| 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 | 942 | -40.04 | 189 | -28.24 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Put | 100 | 0.00 | 26 | 25.00 | |||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 20,063 | 116.57 | 5,164 | 178.48 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 4,379 | 5.19 | 112,711 | 35.27 | |||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 3,119 | 1.40 | 803 | 30.41 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,026 | 47.24 | 518 | 86.64 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 1,613 | 0.00 | 415 | 28.88 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 113,959 | -34.66 | 29,332 | -15.97 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 18,336 | 9.40 | 4,826 | 37.15 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,113 | 302 | ||||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 1,158 | -2.36 | 298 | 25.74 | ||||
| 2025-05-12 | 13F | 诺特·大卫·M·Jr | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 3,828 | -6.82 | 985 | 19.83 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 2,433 | 0.29 | 626 | 29.07 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 1,900 | 489 | ||||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 5,651 | -38.18 | 1,455 | -20.50 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,529 | 29.58 | 394 | 66.53 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,400 | 618 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 10,879 | 8.08 | 2,800 | 39.03 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 3,693 | 0.41 | 951 | 29.08 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 4,542 | 1.72 | 1,169 | 30.91 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 5,965 | -2.05 | 1,535 | 26.03 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 31 | 0.00 | 8 | 16.67 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 81 | 0.00 | 16 | 23.08 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 457,850 | 14.88 | 117,846 | 47.73 | ||||
| 2025-08-13 | 13F | 安宏资本管理公司 /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 290 | 0.00 | 75 | 27.59 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 1,011 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | 第一金融集团 | 1,727 | 0.70 | 445 | 29.45 | ||||
| 2025-07-18 | 13F | 联合银行 | 2,369 | -1.04 | 610 | 27.14 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 8,647 | 128.51 | 2,226 | 193.92 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 116,472 | -2.27 | 29,975 | 25.66 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 8,811 | 2,268 | ||||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 64,832 | -5.47 | 12,976 | 13.44 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 9,170 | 67.34 | 2,360 | 115.33 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 543,171 | 8.03 | 139,807 | 38.93 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 68,280 | 13,761 | ||||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 2,908 | 0.00 | 748 | 28.52 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 8,729 | 23.76 | 2,247 | 59.18 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 126 | -11.89 | 32 | 14.29 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 135 | -64.75 | 35 | -55.26 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 13,921 | -29.14 | 3,583 | -8.85 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,526 | -46.01 | 1,422 | -30.57 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 6,265 | 8.41 | 1,613 | 39.45 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 563 | 45.48 | 145 | |||||
| 2025-05-14 | 13F | 埃德加·洛马克斯·科/va | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 64 | -1.54 | 16 | 23.08 | ||||
| 2025-04-21 | 13F | 范德比尔特大学 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 7,370 | 108.55 | 1,244 | 30.26 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 5,902 | 4.98 | 1,519 | 35.02 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 9,172 | -0.11 | 1,836 | 19.86 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 2,383 | 43.55 | 1 | |||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 580 | 0.00 | 117 | -1.69 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 10,081,449 | -27.33 | 2,594,864 | -6.55 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 1,028 | 265 | ||||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 4,262 | -1.16 | 1,097 | 27.00 | ||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 2,043 | -14.23 | 409 | 2.77 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 15,750 | 1.90 | 4,054 | 31.04 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 934 | -8.43 | 240 | 17.65 | ||||
| 2025-07-28 | 13F | 风车山资产管理有限公司 | 31,926 | -1.43 | 8,217 | 26.77 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 7,970 | -22.35 | 2,051 | -0.15 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Call | 2,200 | 566 | |||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 46,035 | 11,849 | ||||||
| 2025-07-28 | NP | NBCC - Neuberger Berman 下一代互联消费者 ETF | 780 | 0.00 | 192 | 18.63 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 71 | -11.25 | 14 | -12.50 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 844 | 217 | ||||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 1,967 | 490 | ||||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 1,804 | 15.27 | 464 | 48.24 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 4,649 | -27.91 | 1 | 0.00 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 2,136 | -10.44 | 430 | -11.34 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 1,231 | 11.30 | 317 | 42.99 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 226 | 0.00 | 58 | 28.89 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 13,073 | -0.14 | 3,365 | 28.40 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,322 | 0.00 | 1,801 | 18.81 | ||||
| 2025-07-29 | 13F | RWQ 财务管理服务公司 | 85,025 | 157.07 | 21,885 | 230.62 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 7,890 | 0.84 | 2,031 | 29.46 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 1,871 | 482 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,225 | -1.53 | 315 | 52.17 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 2,543 | -10.30 | 654 | 15.34 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,553 | 6.07 | 657 | 36.59 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 16,868 | 0.42 | 4,342 | 28.93 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 490,435 | 0.51 | 98,842 | -0.49 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 6,162 | 110.45 | 1,586 | 171.11 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 1,318 | -98.12 | 339 | -92.20 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 37,349 | -0.97 | 9,184 | 17.65 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 20 | 5 | ||||||
| 2025-04-28 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 20,246 | -6.84 | 4,191 | 5.86 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 1,256 | -0.63 | 323 | 28.17 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 51,308 | -12.38 | 13,206 | 14.25 | ||||
| 2025-04-28 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 29,162 | -12.81 | 6,036 | -0.94 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 19,189 | 14.88 | 4,939 | 47.74 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 3,344 | 674 | ||||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 10,071 | 0.00 | 2,592 | 28.38 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 176,137 | -1.23 | 45,336 | 27.01 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 14,023 | -27.12 | 3,448 | -13.41 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 370 | 2.49 | 95 | 31.94 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 940 | 1,346.15 | 231 | 1,676.92 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 669 | 3.40 | 172 | 33.33 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 845 | 217 | ||||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 4,791 | -3.56 | 1,233 | 24.04 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 58,349 | 15,018 | ||||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,019 | 0.15 | 520 | 28.78 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 2,470 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 维维集团有限公司 | 8,589 | -10.71 | 2,211 | 14.81 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 1,242 | 0.00 | 320 | 28.63 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | 76 | 15 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 6,297 | 23.18 | 1,621 | 58.36 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 12,032 | 1.65 | 3,097 | 30.69 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 8,921 | -20.98 | 2,296 | 1.64 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,972 | 0.55 | 2,052 | 29.32 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 4,000 | 42.86 | 1,030 | 83.75 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 13,712 | -67.66 | 3,529 | -58.41 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 928 | 249 | ||||||
| 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 | 54,902 | -0.96 | 14,131 | 27.38 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 10,749 | 1.85 | 2,767 | 30.97 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 68 | -83.57 | 17 | -79.52 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 63,665 | 5.58 | 16,387 | 35.54 | ||||
| 2025-07-24 | 13F | 范德波尔投资有限责任公司 | 788 | 203 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 20,333 | 35.16 | 5,234 | 73.80 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 100,081 | 81.61 | 25,760 | 133.54 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 2,225 | 573 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 2,328,584 | -3.76 | 599,354 | 23.76 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 9,372 | 3.95 | 2,412 | 33.70 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 4,372 | 0.71 | 1,125 | 29.61 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 2,276 | 24.78 | 586 | 60.27 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 13,317 | 29.92 | 3,428 | 67.09 | ||||
| 2025-08-19 | 13F | Marex 集团 | 1,181 | 304 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 30,897 | -26.20 | 7,953 | 16.53 | ||||
| 2025-08-05 | 13F | 梅克斯勒投资管理有限公司 | 1,119 | -39.28 | 288 | -21.74 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 235 | 0.00 | 60 | 27.66 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 72,471 | -64.66 | 18,653 | -54.55 | ||||
| 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 | 14,286 | -0.82 | 3,677 | 31.84 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 64,708 | -0.07 | 16,655 | 28.28 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,742 | 23.46 | 437 | 54.96 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,302 | 26.41 | 335 | 62.62 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 4,321 | -2.44 | 1,112 | 25.51 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 2,334 | -0.13 | 601 | 28.21 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 52,400 | 0.19 | 13,487 | 28.85 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 121,912 | 16.79 | 31,379 | 50.18 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 260 | 41.30 | 52 | 67.74 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 39,242 | -3.52 | 10,100 | 24.08 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,854 | 2,022 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 816 | 3.68 | 210 | 33.76 | ||||
| 2025-08-04 | 13F | NBZ 投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 10,132 | 35.95 | 2,042 | 59.53 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 241 | 4.78 | 62 | 32.61 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 400 | 103 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 26,262 | -51.43 | 6,760 | -37.54 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 187 | 0.00 | 47 | 24.32 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 1,034 | 25.49 | 254 | 49.41 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 5,791 | 19.23 | 1,490 | 53.29 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,970 | 2.13 | 507 | 31.35 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 892 | 230 | ||||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 2,425 | 0.00 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 1,123 | 289 | ||||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 8,012 | 0.23 | 2,062 | 28.96 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 6 | 0.00 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 4,017 | 1,034 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,515 | 10.57 | 1,419 | 42.18 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 8,962 | 12.62 | 2,307 | 44.85 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 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 | 400,913 | -8.30 | 98,589 | 8.94 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 586,541 | -13.72 | 150,970 | 10.96 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 703,531 | 5.14 | 141,790 | 4.09 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 11,875 | -18.20 | 2,393 | -19.02 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 7,981 | 8.90 | 2,054 | 40.11 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 2,727 | -0.58 | 702 | 25.63 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 4,926 | 304.10 | 1,268 | 421.40 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 2,716 | 0.30 | 676 | 24.72 | ||||
| 2025-07-24 | 13F | 康宁公司 | 6,283 | -3.46 | 1,617 | 24.19 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 14,195 | -22.12 | 3,654 | 0.14 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 2,500 | -35.88 | 643 | -17.56 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 52 | -40.23 | 13 | -23.53 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 16,401 | 7.34 | 4,033 | 27.55 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,401 | -3.58 | 361 | 24.14 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 620,600 | 2.46 | 159,736 | 31.76 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 3,173 | 0.03 | 817 | 28.71 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 87,607 | 9.15 | 22,549 | 40.37 | ||||
| 2025-05-27 | NP | GVEYX - 机构价值股票基金 | 48,451 | -24.28 | 9,697 | -9.14 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,194 | -0.91 | 307 | 27.39 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 3,087,318 | -16.13 | 791,063 | 9.14 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 509,800 | -45.90 | 102,745 | -32.62 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 781 | 201 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 3,010 | 0.27 | 775 | 29.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 9,203 | 22.48 | 2,369 | 57.55 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 208,588 | -46.95 | 53,688 | -31.78 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 74,468 | -0.90 | 18,312 | 17.74 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 1,002 | 258 | ||||||
| 2025-08-05 | 13F | TSFG有限公司 | 417 | -4.36 | 0 | |||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 1,571 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 82,213 | 21.08 | 21,161 | 55.71 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 370,575 | 12.76 | 74,686 | 11.63 | ||||
| 2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 3,000 | 0.00 | 772 | 28.67 | ||||
| 2025-05-09 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 21,525 | 350.13 | 5,540 | 478.89 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 19,850 | 0.00 | 5,109 | 28.63 | ||||
| 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 | 113 | -84.33 | 29 | -79.86 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 24,152 | 1.60 | 4,868 | 0.58 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 27,989 | 0.05 | 7,204 | 28.67 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 2,905 | 2.04 | 748 | 31.28 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 43,044 | -3.74 | 11 | 37.50 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 165,734 | 6.32 | 40,756 | 26.32 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 7,219 | 8.43 | 1,858 | 39.49 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 115,472 | 29,721 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 71,085 | 6.63 | 17,481 | 26.69 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 2,960 | 35.78 | 762 | 74.54 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 1,329 | 342 | ||||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 3,403 | 19.11 | 876 | 53.24 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 540 | 0.00 | 139 | 27.78 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 18,633 | 533.99 | 4,796 | 715.65 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 10,205 | -3.78 | 2,627 | 23.75 | ||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,000 | 13.82 | 15,492 | 35.23 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,538 | 135.65 | 624 | 181.08 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,471 | -0.68 | 379 | 27.70 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,633 | 0.00 | 420 | 28.83 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 8,667 | 4.98 | 2,231 | 34.99 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 868 | 0.00 | 223 | 28.90 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 63,871 | -0.70 | 12,873 | -1.69 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 14,007 | 51.59 | 3,605 | 94.97 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 300 | 77 | ||||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,007 | 20.86 | 3,348 | 55.39 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 1,397,803 | -3.20 | 360 | 24.22 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 85 | 18.06 | 22 | 50.00 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 105,976 | 0.00 | 27,277 | 28.60 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 10,199 | -2.89 | 2,625 | 24.94 | ||||
| 2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 42,600 | -15.64 | 10,965 | 8.48 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,185 | -3.89 | 305 | 23.98 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,298 | -16.48 | 5,099 | -17.31 | ||||
| 2025-08-14 | 13F | 安盛公司 | 206,671 | -2.25 | 53,195 | 25.71 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 410 | 632.14 | 106 | 854.55 | ||||
| 2025-04-01 | 13F | XR 证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 306,755 | 175.56 | 78,956 | 254.38 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 10,963 | 1.76 | 2,822 | 30.84 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 8,282 | 25.62 | 2,132 | 61.56 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 190 | 0.00 | 49 | 26.32 | |||
| 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 | 33,768 | -34.67 | 8,692 | -16.00 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 5,973 | 1,537 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Put | 10,000 | 2,574 | |||||
| 2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 67,458 | -22.68 | 17,363 | -0.56 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 926 | -37.56 | 0 | |||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 54,509 | 7.43 | 13,404 | 27.64 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 221,329 | 1,089.62 | 56,968 | 1,430.14 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 4 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 2,843 | 11.89 | 732 | 43.90 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 24,069 | 0.08 | 6,195 | 28.71 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 90 | 0.00 | 23 | 27.78 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 1,406 | 2.70 | 362 | 31.75 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 34,609 | -2.92 | 8,908 | 24.85 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 3,265 | 0.00 | 840 | 28.64 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 1,637 | 0.00 | 421 | 28.75 | ||||
| 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 | 2,025 | -57.04 | 521 | -44.75 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 821 | 211 | ||||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 355,265 | -1.20 | 71,600 | -2.18 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 39,735 | -0.65 | 10,227 | 4.00 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | 1,121 | 289 | ||||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 78,655 | 4.98 | 19,342 | 24.73 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 321,721 | -0.41 | 64,840 | -1.40 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 2,556 | 0.00 | 658 | 28.57 | ||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 823,598 | -32.54 | 211,986 | -13.24 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 13,986 | 4.56 | 3,600 | 34.44 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 6,384 | 4.13 | 1,643 | 33.90 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,265 | 0.00 | 583 | 28.48 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 14,900 | -0.99 | 3,835 | 27.32 | ||||
| 2025-04-23 | 13F | 克鲁顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 55,700 | 39.25 | 14,337 | 79.07 | |||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 1,764 | 5.88 | 454 | 36.34 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 2,400 | 0.00 | 618 | 28.54 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 2,840 | 120.50 | 731 | 184.44 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,280 | -3.72 | 587 | 23.89 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 10,362 | -4.48 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 1,946 | -17.30 | 1 | |||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 5,730 | 3.96 | 1,475 | 33.64 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 13,679 | -7.79 | 3,521 | 18.56 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 43,031 | 7.08 | 11,076 | 37.71 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 40,023 | -4.46 | 10,302 | 22.86 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 2,507 | 167.84 | 645 | 313.46 | ||||
| 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 | 197,255 | 2.02 | 50,771 | 31.20 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 2,212 | 0.00 | 569 | 28.73 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 4,442 | -2.95 | 1,143 | 24.92 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 41 | -6.82 | 11 | 11.11 | ||||
| 2025-08-13 | 13F | 第1832章 | 883,579 | -27.11 | 227,424 | -6.26 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,913,054 | 2.03 | 492,401 | 31.21 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 651 | 1.56 | 168 | 30.47 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 6,473 | 3.77 | 1,592 | 23.24 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 417 | -2.80 | 107 | 25.88 | ||||
| 2025-07-10 | 13F | 帕奇拉投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,729 | -42.21 | 445 | -25.59 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 23,110 | -7.78 | 5,948 | 18.60 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 32,000 | 0.00 | 8,236 | 28.61 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 3,949 | -13.91 | 1,016 | 10.68 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 27,856 | -81.57 | 6,850 | -78.10 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 313 | 0.00 | 81 | 29.03 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 5,632 | 174.33 | 1,450 | 253.41 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 1,234 | 15.65 | 318 | 48.83 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,795 | -0.33 | 462 | 28.33 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 244,921 | -4.06 | 49,361 | -5.02 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 财富流顾问公司 | 4,799 | -2.52 | 1,235 | 25.38 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 11,003 | -0.15 | 2,993 | 35.74 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 4,386 | 0.44 | 1,129 | 29.18 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 6,592 | 16.10 | 1,697 | 49.30 | ||||
| 2025-03-21 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 13,186 | 2,684 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 45,088 | -2.52 | 11,605 | 25.36 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 16,613 | -0.43 | 3,348 | -1.41 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 4,689 | 2.31 | 1,168 | 36.97 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 106,114 | 3.93 | 27,313 | 33.65 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 898,927 | 18.82 | 231 | 52.98 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 62,731 | 16,146 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 7,964,003 | 32.01 | 2,049,855 | 69.76 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 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 | 30,021 | 11.81 | 6,050 | 10.70 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 1,102,590 | -11.04 | 284 | 14.11 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 61 | 96.77 | 16 | 150.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 2,762,400 | 11,038.71 | 711,014 | 14,226.29 | |||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 34,800 | -24.27 | 9 | -11.11 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 169,600 | -78.00 | 43,653 | -71.70 | |||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 11,303 | 2,909 | ||||||
| 2025-07-29 | 13F | 东北投资管理公司 | 2,236 | -1.76 | 576 | 26.37 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 22,536 | 70.68 | 5,801 | 119.53 | ||||
| 2025-08-05 | 13F | 好事达公司 | 1,653 | -94.83 | 425 | -93.36 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 1,387 | 5.24 | 357 | 35.36 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 2,424 | 65.01 | 624 | 111.90 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 79 | 20 | ||||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 52,327 | 3.67 | 14,185 | 40.41 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 418 | 34.41 | 108 | 72.58 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 2,273 | 1.88 | 585 | 31.17 | ||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 1,012 | 0.00 | 260 | 28.71 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 2,917 | 62.33 | 786 | 61.52 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 30,629 | 4.06 | 7,884 | 33.81 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 12,917 | -4.98 | 3,325 | 22.21 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,411 | 349 | ||||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 62,027 | 26.70 | 15,965 | 62.94 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 52 | 0.00 | 0 | |||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 23,774 | 4,791 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 650 | -1.66 | 167 | 26.52 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 6,635 | 4.46 | 1,708 | 34.30 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 627,550 | 2.87 | 161,511 | 32.28 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 42,007 | 69.08 | 8,466 | 67.41 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,738 | -1.42 | 447 | 26.99 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 375 | 0.00 | 97 | 28.00 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,913 | 14.76 | 470 | 36.23 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 840 | 216 | ||||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 129,087 | -4.64 | 31,744 | 13.29 | ||||
| 2025-05-15 | 13F | 阿穆森亨萨克联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 1,744 | -89.92 | 449 | -88.30 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 12,880 | 161.90 | 3,315 | 236.89 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 3,469 | -2.80 | 893 | 24.93 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 66,406 | -4.90 | 17,092 | 22.30 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 2,600 | -12.63 | 669 | 12.44 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 355,000 | -22.39 | 91,373 | -0.20 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 705,286 | 11.87 | 173,437 | 32.91 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 70,494 | 54.56 | 18,144 | 98.77 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,507 | 20.66 | 302 | 44.71 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 5,323 | -8.29 | 1,370 | 18.00 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 1,424 | 6.67 | 367 | 37.08 | ||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 29,411 | -20.28 | 7,570 | 2.53 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 300 | 0.00 | 77 | 28.33 | ||||
| 2025-08-22 | NP | MUOIX - 美国核心投资组合 I 类 | 46,643 | 12,005 | ||||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 612 | 0.16 | 157 | 28.69 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 402,304 | 36.31 | 103,549 | 75.29 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 1,687 | 12.47 | 458 | 71.54 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 894 | -71.01 | 220 | -65.67 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 316 | 0.00 | 81 | 28.57 | ||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 396 | 102 | ||||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 企业银行 | 1,444 | 0.00 | 372 | 28.37 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 539 | -35.60 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 970 | -27.83 | 250 | -7.43 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 1,039 | -4.68 | 267 | 22.48 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,868 | -16.94 | 996 | 6.76 | ||||
| 2025-08-08 | 13F | 更好的资金决策有限责任公司 | 798 | 205 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 134,201 | 3.33 | 34,542 | 32.89 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,210,518 | -15.94 | 297,678 | -0.13 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 1,320 | 0.15 | 264 | 20.55 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 120,700 | 28.82 | 31,067 | 65.65 | ||||
| 2025-05-01 | 13F | 基数战略财富指南 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 1,405 | -15.97 | 362 | 8.08 | ||||
| 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 | 158,643 | -2.24 | 31,973 | -3.21 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 2,813 | -0.42 | 724 | 28.14 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 63 | 0.00 | 16 | 33.33 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 3,822 | -6.25 | 984 | 20.61 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 164,389 | -13.66 | 42,312 | 11.04 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 3,712 | 6.03 | 937 | 47.33 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 19,798 | 8.18 | 5,096 | 39.13 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,590,222 | -4.29 | 924,088 | 23.08 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 7,202 | -21.90 | 1,451 | -22.70 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 2,499 | 0.00 | 643 | 28.60 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 41,156 | -19.59 | 10,593 | 3.41 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 5,252 | 5.00 | 1,352 | 34.97 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 47,732 | 2.52 | 12,286 | 31.84 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 1,015 | -31.14 | 205 | -32.00 | ||||
| 2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 3,190 | 0.00 | 821 | 28.68 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 11,900 | 43.32 | 3,063 | 84.41 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,943 | -11.16 | 11,790 | 5.54 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 1,776 | 20.82 | 457 | 55.44 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 260,701 | 54.05 | 67,102 | 98.11 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 59,041 | -80.26 | 15,197 | -74.61 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 13,467 | -6.62 | 3,312 | 10.92 | ||||
| 2025-07-17 | 13F | 多普金斯财富管理有限公司 | 1,917 | -28.68 | 493 | -8.36 | ||||
| 2025-05-27 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 77 | -2.53 | 15 | 15.38 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 102,939 | -67.31 | 26,495 | -57.96 | ||||
| 2025-05-30 | NP | STXV - Strive 1000 价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 2,137 | 0.00 | 550 | 28.81 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 1,272 | 326 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,907 | -7.43 | 491 | 18.93 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 2,709 | 7.97 | 697 | 38.84 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 1,596 | 0.00 | 411 | 28.53 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 862,154 | 79.96 | 173,759 | 78.16 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,614 | 2.23 | 723 | 22.75 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 6,201 | 207.28 | 1,596 | 296.03 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 866 | 223 | ||||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 3,452 | -12.43 | 696 | -13.34 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,465 | 0.34 | 377 | 29.11 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 13,024 | 0.05 | 3,352 | 28.68 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 30,527 | -5.19 | 8 | 16.67 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,389 | 6.04 | 8,140 | 4.98 | ||||
| 2025-04-18 | 13F | 田纳西河谷资产管理合作伙伴 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 8,304 | 1,674 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 28,706 | -15.06 | 7,389 | 9.24 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,179 | -39.85 | 818 | -22.61 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,055 | 0.00 | 272 | 28.44 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 2,764 | -11.86 | 711 | 13.40 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 14,388 | 0.00 | 2,900 | -0.99 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 262 | 0.00 | 67 | 28.85 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 11,377 | -2.26 | 2,928 | 25.72 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 25,000 | -28.57 | 6,435 | -8.15 | |||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 30,000 | 7,722 | |||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 68 | -10.53 | 18 | 13.33 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 433 | 0.00 | 111 | 29.07 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 37,774 | 66.06 | 9,723 | 113.58 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 102,962 | 0.00 | 26,501 | 28.60 | ||||
| 2025-08-07 | 13F | 博尼特资本管理有限责任公司 | 129,000 | 61.25 | 33,203 | 107.36 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 505 | 12.47 | 130 | 44.94 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 27,344 | 8.03 | 7,038 | 38.95 | ||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 1,215 | 3.32 | 313 | 32.77 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 4,487,043 | 0.38 | 1,154,920 | 29.08 | ||||
| 2025-08-05 | 13F | 连续财富顾问有限公司 | 2,800 | -1.44 | 721 | 26.76 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 15,981 | 5.35 | 4,113 | 35.47 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 1,420 | 3.65 | 0 | |||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 38,301 | 0.00 | 10 | 28.57 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 15,940 | 84.17 | 4,103 | 136.84 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 2,616 | 18.86 | 1 | |||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 149,006 | -26.47 | 38,353 | -5.44 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 9,087 | -1.72 | 2,339 | 26.38 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,377,983 | -0.14 | 479,259 | -1.13 | ||||
| 2025-08-29 | NP | JAVAX - 詹姆斯积极分配基金 | 1,000 | 257 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 1,153 | -33.12 | 297 | 29.26 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 3,249 | 0.78 | 836 | 29.61 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 1,922 | -2.49 | 495 | 25.38 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 6,180 | -10.06 | 1,591 | 15.64 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 4,662 | -10.12 | 1,200 | 15.51 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 11,981 | 19.29 | 3,084 | 53.38 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 96,516 | 3.06 | 24,842 | 32.53 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 25,879 | 8.76 | 6,661 | 39.88 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 25,720 | -58.64 | 6,620 | -46.81 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,463 | -85.33 | 634 | -81.16 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 2,102 | -90.72 | 517 | -89.00 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 3,016 | 55.38 | 776 | 100.00 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 7,359,004 | 23.44 | 1,894,134 | 58.74 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 1,470 | 0.00 | 378 | 28.57 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,503 | -0.12 | 644 | 28.54 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 3,415 | -2.48 | 879 | 25.43 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 27,932 | 12.27 | 6,869 | 33.39 | ||||
| 2025-04-29 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 6,061 | -0.31 | 1,560 | 28.29 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 36,269 | -8.43 | 9,335 | 17.76 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 4,321 | 0.09 | 1,112 | 28.70 | ||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 5,014 | 0.00 | 1,233 | 18.80 | ||||
| 2025-05-13 | 13F | Bulltick 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 5,189 | 0.00 | 1,336 | 28.61 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 4,856 | 12.12 | 1,250 | 44.23 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 1,279 | 0.00 | 329 | 28.52 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,100 | -78.00 | 283 | -71.70 | |||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 165 | 33 | ||||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 44,717 | 22.69 | 9,012 | 21.47 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 19,091 | -61.83 | 4,914 | -50.91 | ||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 11,887 | -2.92 | 3,060 | 24.86 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 3,264 | 4.58 | 840 | 34.62 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 6,680 | 0.00 | 1,346 | -0.96 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,541,990 | 7.75 | 379,191 | 28.01 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,000 | -9.26 | 257 | 16.82 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 6,354 | -0.03 | 1,635 | 28.54 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 2,773 | 54.74 | 714 | 99.16 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 917,601 | 178.31 | 236,181 | 257.90 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 34,473 | 0.29 | 8,873 | 28.99 | ||||
| 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 | 10,216 | -8.12 | 2,629 | 18.16 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 6,802 | 317.04 | 1,751 | 436.81 | ||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 1,925 | 495 | ||||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 34 | -71.67 | 9 | -66.67 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 534 | 37.28 | 137 | 77.92 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 60 | 0.00 | 15 | 25.00 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 3,024 | 778 | ||||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 4,543 | -6.35 | 1,169 | 20.27 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 984 | 253 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 20,224 | 10.36 | 5,205 | 41.94 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 772,208 | 6.44 | 198,759 | 36.89 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 191,263 | 38,547 | ||||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 1,207 | 4.41 | 311 | 34.20 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 12,639 | 0.00 | 2,547 | -0.97 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 14,733 | 3.78 | 3,792 | 33.24 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 3,644 | 5.23 | 938 | 35.21 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 271 | 0.00 | 70 | 27.78 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 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 | 92,306 | 25.34 | 23,759 | 61.18 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 135 | -64.75 | 35 | -55.26 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 60,069 | 0.00 | 15,461 | 28.61 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 4,075 | 5.22 | 1,049 | 35.23 | ||||
| 2025-08-14 | 13F | 石板路径资本有限合伙人 | 421,000 | -3.55 | 108,361 | 24.03 | ||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 37,267 | 8.25 | 9,592 | 39.22 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 1,890 | -20.92 | 0 | |||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 1,282,000 | 0.00 | 329,974 | 28.60 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 3,297 | -0.09 | 849 | 28.48 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 273,565 | 109.04 | 70 | 169.23 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 1,236 | 21.18 | 309 | 51.47 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 3,971 | 95.62 | 1,022 | 151.72 | ||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,323 | -14.52 | 2,142 | 9.96 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 299,460 | 22.65 | 77,070 | 57.71 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 19,074 | 89.64 | 3,844 | 87.79 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 2,587 | 32.46 | 666 | 70.51 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 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 | 1,197,059 | -10.43 | 308,111 | 15.19 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 2,527 | 0.44 | 651 | 29.22 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 70,200 | -18.28 | 18,069 | 5.10 | |||
| 2025-07-17 | 13F | 汉森联合金融集团有限公司 | 6,578 | 1,674 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 563,135 | 2.91 | 144,945 | 32.34 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 540,767 | 17.56 | 139,188 | 51.18 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 46,238 | -11.03 | 11,901 | 14.21 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 130,413 | 1,107.19 | 33,567 | 1,452.59 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 30,007 | 4.82 | 7,723 | 34.81 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 119,100 | 7.10 | 30,655 | 37.74 | |||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 9,673 | 1.45 | 2,490 | 30.45 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 833 | -6.61 | 168 | -7.73 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 26,282 | -21.75 | 6,463 | -7.03 | ||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 456 | 0.00 | 117 | 28.57 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 151,639 | 3.01 | 39,030 | 32.48 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 600 | 12.57 | 154 | 45.28 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 17,014 | 11.58 | 4,184 | 32.54 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 14,860 | 1.66 | 3,825 | 30.74 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 11,295 | -6.17 | 2,907 | 20.67 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 34,013 | -3.42 | 8,364 | 14.75 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 11,875 | -17.22 | 3,057 | 6.44 | ||||
| 2025-07-23 | 13F | 巅峰财务管理公司 | 1,621 | -13.36 | 417 | 11.50 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,613 | 0.00 | 673 | 28.49 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 865 | 223 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 127,966 | 53.20 | 33 | 100.00 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 50,577 | 0.00 | 13 | 30.00 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 4,756 | 0.00 | 952 | 19.92 | ||||
| 2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 19,408 | 0.00 | 4,995 | 28.60 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 1,780 | 0.00 | 458 | 28.65 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 790 | -56.90 | 203 | -44.54 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 81,774 | 20.43 | 20,109 | 43.08 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,085 | 36.48 | 267 | 62.20 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 843 | 15.64 | 170 | 44.44 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 3,885 | -0.15 | 1,000 | 28.41 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 534 | 137 | ||||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,200 | -15.66 | 846 | -16.49 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 8,166 | 0.00 | 1,634 | 0.00 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 1,000 | 257 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,133,081 | 8.02 | 291,644 | 38.91 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 3,669 | -0.68 | 944 | 27.74 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 2,334 | -0.68 | 601 | 27.66 | ||||
| 2025-07-16 | 13F | MontVue 资本管理公司 | 867 | 223 | ||||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,969 | 0.00 | 507 | 28.43 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 2,033 | -2.59 | 523 | 25.42 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 954 | 246 | ||||||
| 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 | 2,339 | -10.38 | 471 | -11.30 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 1,510 | -3.94 | 389 | 23.57 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 1,182,208 | -0.97 | 304,289 | 27.35 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 166,300 | 42,804 | ||||||
| 2025-08-14 | 13F | 德肖公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 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 | 78,252 | -11.13 | 19,243 | 5.58 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 305 | -59.33 | 61 | -59.87 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 930 | 239 | ||||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 3,408 | 14.75 | 877 | 47.64 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 180 | 44 | ||||||
| 2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 48,998 | 1.32 | 12,612 | 30.06 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 856 | 6.60 | 220 | 37.50 |
