机构投资人持股和股东
General Dynamics Corporation (AT:GEDY) 有 2774 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 271,695,787 股股票。 最大股东包括 Longview Asset Management, Llc, Vanguard Group Inc, BlackRock, Inc., Newport Trust Co, State Street Corp, Bank Of America Corp /de/, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, and Capital Research Global Investors .
General Dynamics Corporation (WBAG:GEDY)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 260.10 / share. Previously, on May 9, 2025, the share price was 240.05 / share. This represents an increase of 8.35% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 645 | -41.94 | 188 | -37.75 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 18,300 | 221.05 | 5,337 | 243.66 | |||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 54 | 16 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 66,700 | -9.38 | 19,454 | -3.03 | |||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 1,274 | 2.91 | 372 | 10.09 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,036,471 | 0.00 | 554,164 | 5.89 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 5,867 | -1.66 | 1,711 | 5.23 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 15,312 | 3.89 | 4,264 | 14.53 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 7,646 | 1.00 | 2,230 | 8.10 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,067 | 17.90 | 311 | 26.42 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 3,095 | -19.92 | 903 | -14.34 | ||||
| 2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | Short | -7 | -100.22 | -2 | -100.12 | |||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 387,182 | 18.71 | 112,918 | 27.02 | ||||
| 2025-08-14 | 13F | 道富银行 | 11,140,437 | 1.09 | 3,249,220 | 8.16 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 165 | 0.00 | 48 | 9.09 | ||||
| 2025-05-30 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 169 | 49 | ||||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 568 | 3.84 | 166 | 10.74 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 14 | 0.00 | 4 | 33.33 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 2,709 | -66.87 | 790 | -64.56 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 352 | -22.12 | 103 | -17.07 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型价值投资组合 A 类 | 2,859 | 77.58 | 834 | 90.18 | ||||
| 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 | 76,062 | -1.25 | 20,698 | 4.56 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,106 | 44.25 | 614 | 54.66 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 759 | -2.19 | 221 | 4.74 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 932 | 0.00 | 272 | 6.69 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 35 | 10 | ||||||
| 2025-08-04 | 13F | 三角帆信托基金 | 755 | 220 | ||||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 831 | 5.73 | 242 | 13.08 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 844 | 2.43 | 246 | 9.82 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 65,866 | -9.40 | 19,210 | -3.05 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 25,400 | 20.38 | 6,912 | 27.46 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 2,126 | 7.48 | 620 | 15.03 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 19,961 | 7.43 | 5,822 | 14.95 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,162 | 2.49 | 1,302 | 17.84 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 830 | 0.00 | 0 | |||||
| 2025-03-28 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 53,822 | 13,831 | ||||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,797 | -1.13 | 816 | 5.71 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 14,934 | -1.07 | 4,356 | 5.24 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 17,955 | 2.35 | 5,237 | 9.52 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 5,142 | -68.26 | 1,500 | -66.06 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 1,370 | 8.30 | 400 | 15.99 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 239,618 | -0.38 | 69,887 | 6.59 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 1,726 | 0.00 | 481 | 10.34 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 38 | 0.00 | 11 | 10.00 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 1,067 | 2.40 | 311 | 7.24 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 3,202 | 0.00 | 934 | 7.00 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 243,030 | 0.67 | 70,882 | 7.72 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 455 | 18.18 | 133 | 26.92 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 16,565 | 1.12 | 4,831 | 8.20 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 24,504 | -5.60 | 7,149 | 2.39 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 952 | 0.00 | 278 | 6.95 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 3,259 | 12.96 | 950 | 20.87 | ||||
| 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 | 562,207 | -0.90 | 152,988 | 4.94 | ||||
| 2025-08-12 | 13F | 联合银行 | 953 | -2.36 | 278 | 4.14 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 76 | 0.00 | 22 | 10.00 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 5,635 | -2.41 | 1,644 | 4.45 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 6,599 | -29.36 | 1,796 | -25.21 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 66 | -77.08 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 35,142 | 2.85 | 10,250 | 10.05 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 11 | 0.00 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,216 | 26.16 | 5,021 | 35.01 | ||||
| 2025-05-22 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 87,193 | -6.60 | 23,767 | -3.38 | ||||
| 2025-08-26 | NP | JETS - 美国环球喷气机 ETF | 59,749 | 3.41 | 17,426 | 10.65 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 6,383 | -7.48 | 1,778 | 2.01 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 532,537 | -1.49 | 155,320 | 5.40 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 17,804 | 0.01 | 5,193 | 7.01 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 10,143 | -2.53 | 2,958 | 4.30 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 5,434 | 0.00 | 1,585 | 6.95 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 800 | -52.38 | 233 | -49.02 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 7,858 | -5.64 | 2,138 | -0.09 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 10,424 | 3.86 | 3,040 | 11.12 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 2,365 | 0.00 | 690 | 6.99 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 787 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 4,262 | -0.23 | 1 | 0.00 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,875 | -1.29 | 22,552 | 4.52 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 2,013 | -43.06 | 587 | -39.21 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 119 | 190.24 | 35 | |||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 28,871 | 1.66 | 8,507 | 10.32 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 4,200 | -84.58 | 39 | -99.49 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,880 | 19.09 | 1,132 | 31.82 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 8,602 | -2.05 | 2,509 | 4.81 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 3,789 | 0.00 | 1,105 | 7.07 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 3,598 | -5.61 | 1,049 | 0.96 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,092 | 14.35 | 841 | 21.18 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 13,461 | 2.06 | 3,926 | 9.18 | ||||
| 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 | 15,129 | 0.00 | 4,213 | 10.26 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 23,722 | 7.06 | 6,919 | 14.54 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,094 | 0.09 | 319 | 7.07 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 8,332 | -1.05 | 2,267 | 4.81 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 36,473 | 0.00 | 9,925 | 5.90 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 17,111 | 0.56 | 4,991 | 7.61 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 10,986 | 2.69 | 3,204 | 9.88 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,740 | 20.47 | 4,383 | 32.82 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,450 | 27.75 | 1,590 | 36.75 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 1,990 | 0.00 | 1 | |||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 5,364 | 675.14 | 1,494 | 758.05 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,281 | 0.00 | 374 | 6.88 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 82,375 | 24,032 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,172 | 40.86 | 633 | 50.71 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 613 | -5.98 | 179 | 0.56 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 616,907 | 27.33 | 179,927 | 36.24 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 19,811 | 2,758.73 | 5,778 | 2,972.87 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 99,469 | 22.40 | 29,011 | 30.98 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 1,745 | 518 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 2,692 | -2.22 | 785 | 4.67 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,590 | 19.03 | 1,138 | 40.02 | ||||
| 2025-08-07 | 13F | 第1620章 | 1,258 | 1.53 | 367 | 8.61 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 774 | 0.00 | 226 | 7.14 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 1,694 | 0.77 | 494 | 7.86 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 2,384 | -4.87 | 695 | 1.76 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 92,756 | 2.33 | 25,241 | 8.36 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 29,454 | -1.16 | 8,591 | 5.76 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 2,699 | -29.47 | 787 | -24.54 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 1,000 | 0.00 | 292 | 6.99 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,881 | 37.19 | 840 | 46.85 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 1,847 | 539 | ||||||
| 2025-07-07 | 13F | 企业银行信托公司 | 8,377 | -2.27 | 2,443 | 4.58 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 15,083 | 4,399 | ||||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 4,318 | -25.67 | 1,175 | -21.25 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 50 | -21.88 | 15 | -17.65 | ||||
| 2025-07-18 | 13F | 联合银行 | 45,770 | -1.28 | 13,349 | 5.63 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,949 | -42.76 | 568 | -38.79 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 1,429 | 7.28 | 417 | 14.60 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 7,885 | 4.22 | 2,300 | 11.49 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 第一美国银行 | 4,181 | 0.00 | 1,219 | 7.02 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 45,816 | 43,534.29 | 13,363 | 47,621.43 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 722 | 0.00 | 196 | 5.95 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,737 | 42.96 | 506 | 52.87 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 2,961 | -4.82 | 864 | 1.89 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 475 | -97.80 | 74 | 7.35 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 7,604 | 99.27 | 2,218 | 113.17 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 438 | -4.78 | 128 | 1.60 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 104,532 | -0.53 | 28,493 | 2.90 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,219 | 0.08 | 355 | 6.93 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 33,680 | -1.15 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 14,417,513 | -2.33 | 4,205,012 | 4.51 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 7,172 | 1.83 | 2,092 | 9.76 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 1,794 | 39.29 | 523 | 49.00 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 97 | 0.00 | 28 | 7.69 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 1,382 | 403 | ||||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia财富管理 | 63 | 0.00 | 18 | 5.88 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 6,314 | 1,908 | ||||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,534 | 447 | ||||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,446 | 4.26 | 713 | 11.58 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 848 | 0.00 | 254 | 9.96 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 41,454 | 163.07 | 12,090 | 181.49 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 441 | 106.07 | 129 | 120.69 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 32,475 | -2.67 | 9,472 | 4.15 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 3,283 | 1.26 | 958 | 8.38 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,048 | -8.20 | 597 | 1.70 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,437 | 5.12 | 419 | 12.63 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 17 | 5 | ||||||
| 2025-04-21 | 13F | 引导资本财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 62,726 | 7.68 | 18,295 | 15.22 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,383 | 1.08 | 987 | 8.11 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 4,200 | 1.28 | 1,225 | 8.32 | ||||
| 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 | 1,113 | 0.00 | 310 | 9.96 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 43,977 | -2.96 | 12,826 | 3.83 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 2,572 | -8.14 | 716 | 1.27 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 52,046 | 94.15 | 15,180 | 108.42 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 1,600 | 0.00 | 467 | 6.88 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 727 | 212 | ||||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,764 | 2.92 | 2,385 | 8.96 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 3,700 | 0.00 | 1,079 | 7.04 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 184 | 0.00 | 54 | 6.00 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 36,482 | 13.44 | 10,640 | 21.39 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 | 11.11 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 894 | 261 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,780 | 27.99 | 811 | 36.82 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 538 | 31.22 | 157 | 40.54 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,813 | -11.62 | 1,897 | -2.57 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,921 | 12.53 | 1,435 | 20.39 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 4,004 | 0.81 | 1,168 | 7.86 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 972 | 11.09 | 305 | 31.47 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,305 | 0.00 | 381 | 7.04 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 7,033 | -1.69 | 2,051 | 5.18 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 2,630 | -93.06 | 767 | -92.58 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 47 | 113.64 | 14 | 160.00 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,979 | 2,619 | ||||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 2,903 | 7.44 | 847 | 14.95 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 123,896 | -0.11 | 36,136 | 6.88 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 572,256 | 2.12 | 166,904 | 9.27 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 370 | -0.27 | 108 | 5.94 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,146 | -5.67 | 6,459 | 0.94 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 11,176 | 0.00 | 3,260 | 6.99 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 4,421 | 61.94 | 1,301 | 74.87 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 6,131 | 45.98 | 1,788 | 57.26 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 21,126 | -0.14 | 6,162 | 6.85 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 50,679 | -0.19 | 14,813 | 7.03 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 14,657 | -0.91 | 4,275 | 6.03 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 70 | -6.67 | 20 | 0.00 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 575 | 0.00 | 168 | 9.87 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 380 | -41.63 | 111 | -37.85 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,313 | 3.47 | 383 | 10.72 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 421 | 0.00 | 123 | 7.02 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 14,794 | -0.60 | 4,315 | 6.33 | ||||
| 2025-07-10 | 13F | 管理顾问有限责任公司 | 857 | -7.45 | 250 | -1.19 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 26,900 | 26.29 | 7,846 | 35.14 | ||||
| 2025-05-09 | 13F | 进化顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,474 | 437.96 | 430 | 479.73 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 2,847 | -0.42 | 830 | 6.55 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,904 | 6.06 | 1,139 | 13.46 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 1,924 | -19.23 | 524 | -14.54 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,001 | 85.03 | 257 | 63.69 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 9,618 | -9.49 | 2,805 | -3.14 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 372 | -58.76 | 101 | -56.28 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 6,381 | -0.79 | 1,861 | 6.16 | ||||
| 2025-07-24 | 13F | 康宁公司 | 123,256 | -10.38 | 35,949 | -4.11 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 1,566 | 1.82 | 457 | 8.83 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 731 | -8.85 | 213 | -2.29 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,875 | 6.34 | 1,079 | 17.28 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,048 | 1.04 | 597 | 9.54 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 762,168 | 43.05 | 222,294 | 53.06 | ||||
| 2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 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 | 2,870 | -31.24 | 837 | -26.39 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 27,210 | -8.21 | 7,936 | -1.78 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 6,914 | 19.37 | 2,017 | 27.76 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 信托银行 | 25,427 | 0.82 | 7,416 | 7.88 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 6,904 | -17.40 | 2,014 | -11.63 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 48,541 | -29.93 | 14,157 | -25.02 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 8,583 | 73.43 | 2,503 | 85.68 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 503 | -4.73 | 0 | |||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 10,727 | 68.21 | 3,129 | 79.98 | ||||
| 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 | 1,014 | 29.50 | 296 | 38.50 | ||||
| 2025-05-09 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 4,953 | -7.09 | 1,445 | -0.62 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 728 | 212 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 170,634 | -1.69 | 49,767 | 5.19 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 8,477 | 4.26 | 2,472 | 11.55 | ||||
| 2025-05-06 | 13F | 财务与税务建筑师有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 6 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 3,795,665 | -8.94 | 1,057,055 | 0.40 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 5,636 | 4.10 | 1,644 | 11.39 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 651 | -8.05 | 190 | -1.56 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 1,059 | -24.89 | 309 | -19.79 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 2,374 | 3.71 | 692 | 11.08 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37 | 23.33 | 10 | 42.86 | ||||
| 2025-05-09 | 13F | Haven Private, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 777 | 227 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 131,272 | -2.12 | 38 | 5.56 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 5,674 | 7.40 | 1,655 | 14.94 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,145 | -0.83 | 4,126 | 6.12 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 940 | -29.90 | 274 | -24.93 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 200 | 0.00 | 58 | 7.41 | ||||
| 2025-08-26 | NP | WAR - 美国全球科技和航空航天及国防 ETF | 1,232 | 56.15 | 359 | 66.98 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 4,326 | 0.00 | 1,262 | 6.96 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 322,436 | -7.49 | 94 | -1.05 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 5,580 | -2.41 | 1,627 | 4.43 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 18 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,291 | 1,117.92 | 377 | 1,242.86 | ||||
| 2025-08-14 | 13F | 安盛公司 | 3,543 | 1,033 | ||||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 4,624 | -17.22 | 1,258 | -12.33 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 146,519 | 17.10 | 42,734 | 25.29 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,972 | 17.27 | 25,950 | 25.47 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 4,806 | 1 | ||||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 115 | 0.00 | 34 | 6.45 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 272 | -26.88 | 79 | -21.78 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 2,589 | 3.07 | 755 | 10.38 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 746 | -56.83 | 218 | -53.93 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 504 | -11.27 | 137 | -5.52 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 8,934 | 0.00 | 2,606 | 4.70 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 59 | 195.00 | 17 | 240.00 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,433 | -9.52 | 1 | |||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 20,117 | -18.56 | 6,269 | -6.91 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 930 | 8.52 | 271 | 16.31 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 6,986 | -0.07 | 2,038 | 6.93 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 3,074 | -9.61 | 897 | -3.34 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 5,940 | 1.02 | 1,727 | 9.10 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 5,500 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 958 | 279 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 110 | 0.00 | 32 | 10.34 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 788 | 0.00 | 230 | 7.01 | ||||
| 2025-08-13 | 13F | 第1832章 | 9,094 | -32.89 | 2,652 | -28.19 | ||||
| 2025-04-10 | 13F | 巅峰财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | HT 合作伙伴有限责任公司 | 700 | 204 | ||||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 14,757 | 5.08 | 4,304 | 12.43 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 488,951 | -2.00 | 142,607 | 4.86 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,160 | 0.00 | 338 | 6.96 | ||||
| 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 | 1,755 | 5.91 | 478 | 12.24 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 5,855 | -24.39 | 1,708 | -19.10 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 41 | 156.25 | 12 | 175.00 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 2,000 | 0.00 | 583 | 6.97 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 963 | 281 | ||||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 5,465 | 30.21 | 1,594 | 39.25 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 940 | 273 | ||||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 9,527 | -12.22 | 2,592 | -7.06 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 6,758 | 5.33 | 1,971 | 12.69 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 6,074 | 25.50 | 1,899 | 43.97 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 743 | 217 | ||||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,883 | 3.92 | 549 | 11.36 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 2,556 | -2.37 | 745 | |||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 272,997 | -0.58 | 80 | 6.76 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,732 | 505 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 18,634 | 1.53 | 5,071 | 7.51 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 30,816 | 8,988 | ||||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,055,086 | -0.57 | 891,046 | 6.39 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 1,199 | 2.13 | 350 | 9.06 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 29,900 | -40.67 | 8,721 | -36.53 | |||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 8,509 | 3.53 | 2,482 | 10.76 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 1,714 | -52.89 | 500 | -49.65 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 22,935 | -0.81 | 6,689 | 6.14 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 8,012 | -0.52 | 2,337 | 6.42 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | Call | 100 | 0.00 | 29 | 7.41 | |||
| 2025-08-14 | 13F | 高盛集团公司 | 1,482,095 | 20.39 | 432,268 | 28.82 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 124 | 74.65 | 36 | 89.47 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 39,100 | -25.10 | 11,404 | -19.86 | |||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 15,977 | -1.03 | 4,660 | 5.89 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 95,498 | 28 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 23 | 0.00 | 8 | 0.00 | ||||
| 2025-05-30 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 12 | 3 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 625 | 170 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 2,340 | -4.49 | 682 | 2.25 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 238,875 | 2.44 | 65,003 | 8.48 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 880 | 0.00 | 257 | 7.11 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 27,589 | 147.35 | 8,047 | 164.67 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 47,446 | 1.37 | 13,838 | 8.47 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 10,673 | -20.29 | 2,904 | -15.58 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 6,946,136 | 5.45 | 2,025,910 | 12.83 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 563 | 0.00 | 164 | 7.19 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 407 | -8.13 | 119 | -1.67 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 119 | 35 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 196 | -7.55 | 53 | -1.85 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 129,974 | 35.11 | 37,908 | 44.57 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 621 | -25.09 | 0 | |||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 31,000 | 9 | ||||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 1,048 | 306 | ||||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,024 | -33.12 | 285 | -26.17 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 6,500 | -2.99 | 1,896 | 3.78 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 240 | -31.62 | 65 | -27.78 | ||||
| 2025-04-10 | 13F | 本森投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | 费玛塔顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 1,163 | -11.42 | 339 | -5.04 | ||||
| 2025-08-07 | 13F | 哈特福德基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 6 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 2,301 | 671 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 165 | -17.91 | 48 | -11.11 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 肯农戴尔资本管理有限公司 | 2,659 | 0.00 | 776 | 7.04 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 1,959 | 546 | ||||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 3,589 | 0.00 | 977 | 5.86 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 30,708 | 3.41 | 8,956 | 10.65 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 5,803 | -15.79 | 1,693 | -9.90 | ||||
| 2025-08-26 | NP | NQGAX - Nuveen NWQ 全球股票收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,215 | -3.85 | 1,813 | 2.90 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 2,953 | 22.53 | 861 | 31.25 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 1,848 | -7.55 | 539 | -1.10 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 49,000 | 14,291 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 5,514,329 | 0.22 | 1,608,310 | 7.23 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 100 | 29 | |||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 850 | -30.27 | 237 | -23.13 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 1,925 | -1.53 | 561 | 5.45 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 1,617 | 472 | ||||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 4,003 | 4.79 | 1,214 | 14.98 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 598 | 174 | ||||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 1,925 | -4.04 | 561 | 2.75 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 19,513 | 9.17 | 5,691 | 16.81 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 4,603 | 0.09 | 1,343 | 7.10 | ||||
| 2025-08-06 | 13F | 股权投资公司 | 301,519 | -1.62 | 87,941 | 5.27 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 200 | -27.27 | 58 | -26.58 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 7,666 | -11.64 | 2,236 | -5.46 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 2,665 | 3.90 | 777 | 11.16 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 415 | 7.24 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 35,324 | -0.58 | 10,303 | 6.38 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,123 | 0.00 | 619 | |||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 42 | 0.00 | 12 | 9.09 | ||||
| 2025-07-22 | 13F | 遗产信托 | 943 | 2.72 | 275 | 10.00 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 163 | 379.41 | 48 | -51.52 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 9,676 | 3 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 15,885 | 5.82 | 4,633 | 13.22 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 75,349 | 11.27 | 21,976 | 19.06 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 852 | -10.22 | 232 | -7.20 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 31,670 | -9.69 | 9,237 | -3.38 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 4,193 | 1.16 | 1,223 | 8.24 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 3,128 | 18.22 | 871 | 30.39 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 54,056 | -0.87 | 15,766 | 6.07 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 17 | 0.00 | 5 | 0.00 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,020 | 56.92 | 278 | 65.87 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,632 | 20.90 | 768 | 29.34 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 52 | 14 | ||||||
| 2025-06-27 | NP | HAVLX - 港湾大型价值基金机构类别 | 95,900 | -25.95 | 26,096 | -21.58 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 281 | -76.39 | 82 | -75.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 710 | 0.00 | 207 | 7.25 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 300 | 0.00 | 87 | 7.41 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 4,608 | -1.85 | 1,344 | 5.08 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 191,830 | 38.04 | 55,949 | 47.70 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 2,236 | 3.23 | 652 | 10.51 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 10,621 | 3.27 | 3,098 | 10.49 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 749 | 9,262.50 | 218 | 10,800.00 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 2,145 | -6.41 | 626 | 0.16 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 7,552 | -59.29 | 2,203 | -56.45 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 18,131 | 2.71 | 5,288 | 9.91 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 1,441 | 0.14 | 420 | 7.14 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 2,422 | 0.75 | 706 | 7.79 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 799,109 | -6.46 | 217,454 | -0.95 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 4,550 | 1,327 | ||||||
| 2025-07-29 | 13F | 有志者有限公司 | 4,949 | 10.10 | 1,443 | 17.80 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 8,003 | 11.15 | 2,334 | 18.96 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 8,637 | -13.68 | 2,519 | -6.98 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 176 | 30.37 | 51 | 41.67 | ||||
| 2025-07-21 | 13F | 北极星资本管理有限责任公司 | 110,254 | -5.89 | 32,157 | 0.70 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 12,600 | -60.99 | 3,675 | -58.27 | |||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 3,474 | 3.45 | 1,013 | 10.71 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 11,300 | -17.52 | 3,296 | -11.76 | |||
| 2025-08-14 | 13F | 水手有限责任公司 | 106,002 | 16.35 | 30,916 | 24.50 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 304 | 89 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,199 | -4.00 | 350 | 2.65 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 10,415 | -0.66 | 3,038 | 6.45 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 218 | -18.66 | 64 | -13.70 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 803 | -21.04 | 234 | -15.52 | ||||
| 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 | -9.30 | 174 | -2.81 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 21,830 | -0.46 | 6,367 | 6.51 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 500 | -16.67 | 146 | -11.04 | |||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 222 | 35.37 | 60 | 42.86 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 265 | 0.00 | 77 | 6.94 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 299,137 | 20.87 | 87,246 | 29.33 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 14 | 0.00 | 4 | 0.00 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 74,153 | -3.50 | 21,627 | 3.25 | ||||
| 2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 680 | -52.48 | 185 | -50.93 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 27 | 0.00 | 8 | 0.00 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 4,011 | -8.32 | 1,117 | 1.09 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 1,486 | 0.00 | 405 | 3.58 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 3,167 | -1.83 | 924 | 5.01 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 6,651 | 0.90 | 1,940 | 7.96 | ||||
| 2025-05-07 | 13F/A | 地平线金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 战略投资解决方案公司/伊利诺伊州 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 65 | 22.64 | 19 | 28.57 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 102,524 | -2.15 | 29,902 | 4.70 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 9,051 | 2.96 | 2,640 | 10.14 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 1,372 | 0.15 | 400 | 6.97 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 411 | 0.00 | 120 | 6.25 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 14,468 | 208.49 | 4,220 | 230.13 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,661 | 3.17 | 484 | 10.50 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 2,792 | 185.19 | 814 | 204.87 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 347,658 | -8.39 | 101,398 | -1.98 | ||||
| 2025-04-25 | 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 | 102,272 | 31.94 | 25,834 | 17.34 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 54,040 | 1,164.69 | 15,761 | 1,254.04 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 140,722 | -0.62 | 41,043 | 6.34 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 1,779 | 6.78 | 519 | 14.10 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 1,532 | 0.00 | 447 | 6.95 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 1,909 | 5.70 | 557 | 13.01 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 929 | -2.11 | 271 | 4.65 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 2,995 | 18.71 | 873 | 27.07 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 1,876 | -27.96 | 563 | -20.73 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 2,948 | -1.27 | 860 | 5.66 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 902 | 16.39 | 263 | 24.64 | ||||
| 2025-05-15 | 13F | USS投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 8,008 | 31.62 | 2,336 | 40.83 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 6,058 | 22.24 | 1,651 | 26.51 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 10,362 | 0.54 | 3,022 | 7.58 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 1,640 | 0.00 | 0 | |||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 590 | -17.83 | 164 | -16.33 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 36,719 | 2.39 | 10,710 | 9.55 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 128,220 | 3.34 | 37,397 | 10.58 | ||||
| 2025-05-07 | 13F | 文艺复兴投资集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 412,740 | -9.90 | 120,380 | -3.59 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 4,158 | 0.00 | 1,213 | 6.97 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,773 | -0.07 | 809 | 6.88 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 8,148 | 120.69 | 2,269 | 143.45 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 4,558 | 3.29 | 1,329 | 10.57 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 3,050 | -5.60 | 889 | 1.02 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,200 | -52.23 | 18,158 | -47.34 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 836 | 244 | ||||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 3,746 | -14.57 | 1,019 | -9.50 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 3,634 | -17.22 | 1,060 | -11.45 | ||||
| 2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 703 | -5.89 | 207 | 1.97 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,447 | 422 | ||||||
| 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 | 470,118 | -1.07 | 130,923 | 9.07 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,158 | -0.09 | 629 | 6.97 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 31 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 20,137 | -51.96 | 6 | -54.55 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 12,014 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 1,574 | -1.19 | 459 | 5.76 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 7,876 | 0.00 | 2,147 | 0.00 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 36,462 | 9.26 | 10,635 | 16.91 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 247 | 28.65 | 69 | 41.67 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 322 | -43.01 | 88 | -41.61 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 7,663 | 0.21 | 2,235 | 7.20 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 1,059 | -49.48 | 309 | -46.06 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 46,688 | 205.11 | 14 | 225.00 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,934 | 15.81 | 564 | 23.96 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 2,350 | 1.03 | 685 | 8.04 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 2,433 | 710 | ||||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 76 | -46.10 | 21 | -52.38 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 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 | 16,200 | 0.00 | 4,092 | -11.04 | ||||
| 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 | 1,115 | 53.16 | 303 | 62.03 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 3,380 | -86.88 | 986 | -81.66 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 47,489 | -1.75 | 13,851 | 5.13 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 3,808 | 0.24 | 1,111 | 7.25 | ||||
| 2025-03-28 | NP | CAIBX - 资本收益创造者 A 级 | 103,700 | -53.79 | 26,649 | -59.28 | ||||
| 2025-08-28 | 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 | 2,005 | -28.80 | 585 | -23.86 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 610,549 | -10.60 | 178,073 | -4.35 | ||||
| 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 | 364,939 | 6.98 | 101,632 | 17.94 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 3,695 | -1.23 | 1,078 | 5.69 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 2,094 | -0.57 | 583 | 9.79 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 28,847 | -2.10 | 8,414 | 4.74 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 94 | 0.00 | 27 | 8.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 170,280 | -2.84 | 50 | 4.26 | ||||
| 2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 7,390 | -0.85 | 2,156 | 6.15 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 1,826 | -9.92 | 533 | -3.62 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,600 | -4.59 | 11,585 | 5.19 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 3,343 | 11.43 | 975 | 19.34 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 10,197 | -1.06 | 2,775 | 4.76 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 831 | -7.77 | 242 | -1.22 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 12,494 | 334.42 | 3,644 | 365.39 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 26,183 | 0.00 | 7,637 | 7.01 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 750 | 0.00 | 219 | 6.86 | ||||
| 2025-04-11 | 13F | 亲和财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | 第一基金会顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 743 | -16.61 | 217 | -10.74 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 1,290 | -0.08 | 376 | 7.12 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 30,030 | -2.79 | 8,172 | 2.94 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 71 | 0.00 | 21 | 5.26 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 23,732 | 2.10 | 6,922 | 9.25 | ||||
| 2025-04-11 | 13F | 苏兹伯格资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 4,794 | -18.01 | 1,398 | -12.24 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 1,200 | 0.00 | 350 | 6.73 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 3,053 | -4.83 | 890 | 1.83 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -1,756 | -66.35 | -478 | -64.43 | |||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 398,358 | 41.39 | 116,185 | 51.29 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 31,000 | -6.06 | 9 | 12.50 | ||||
| 2025-07-29 | NP | NWQAX - Nuveen NWQ 灵活收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,500 | 0.00 | 2,646 | 10.25 | ||||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 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 | 1,367 | 399 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 4,551 | 0.00 | 1,327 | 7.02 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 519,472 | 4.63 | 151,509 | 11.95 | ||||
| 2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 1,039 | 10.89 | 303 | 18.43 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 350 | 0.00 | 102 | 7.37 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,111 | -5.93 | 309 | 3.69 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 117,159 | -4.47 | 34,171 | 2.22 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 3,363 | 32.30 | 981 | 41.62 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 6,068 | 4.12 | 1,770 | 11.46 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,543 | 47.23 | 450 | 57.89 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,265 | 242.82 | 1,158 | 1,058.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 140,847 | -2.14 | 41,079 | 4.71 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 43,655 | -18.86 | 12,732 | -13.18 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 5,881 | 6.04 | 1,715 | 13.50 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 3,069 | -6.77 | 895 | -0.22 | ||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 832 | -6.62 | 243 | 0.00 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 27 | 0.00 | 8 | 0.00 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 11 | 0 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 172 | 50 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 47,124 | 61.42 | 13,744 | 72.77 | ||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 73,773 | -9.95 | 22 | -4.55 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 11,098 | -2.25 | 3,237 | 4.59 | ||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 13,003 | 0.82 | 3,792 | 7.88 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 8,593 | 3.00 | 2,506 | 10.20 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 59,468 | -1.01 | 17,344 | 5.92 | ||||
| 2025-08-14 | 13F | 埃施勒资产管理有限公司 | 6,936 | 2,023 | ||||||
| 2025-07-21 | 13F | 语法研究公司 | 100 | 0.00 | 29 | 7.41 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 1,363 | 142.53 | 398 | 159.48 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 2,220 | 0.36 | 648 | 7.30 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 27,900 | 5.28 | 8,137 | 12.65 | |||
| 2025-08-12 | 13F | 霍洛维斯科合作伙伴有限公司 | 77,820 | 0.00 | 22,697 | 7.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 163,400 | 56.21 | 47,657 | 67.15 | |||
| 2025-08-28 | NP | XLI - 工业精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,224,472 | -2.83 | 357,130 | 3.97 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,769,294 | -0.04 | 1,679,349 | 6.87 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 7,875 | 328.45 | 2,297 | 358.28 | ||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 31,620 | 0.00 | 9 | 12.50 | ||||
| 2025-05-30 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 787 | 215 | ||||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 1,223 | 6.07 | 357 | 10.90 | ||||
| 2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 2,359 | -0.13 | 688 | 7.00 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 2,592 | 0.08 | 756 | 6.94 | ||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 3,900 | 0.00 | 1,137 | 6.96 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 22 | 6 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,063 | 30.11 | 296 | 43.69 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 5,000 | 0.00 | 1,458 | 7.05 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 312,774 | -6.66 | 85,112 | -1.16 | ||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 21,574 | 2.50 | 6,292 | 9.67 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 3,420 | -30.66 | 931 | -26.60 | ||||
| 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 | 7,513 | 0.00 | 2,044 | 5.91 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,525 | 6.27 | 445 | 13.55 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 850 | 248 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 52,284 | 1,048.85 | 15,249 | 1,129.76 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 1,005 | 4.69 | 293 | 12.26 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 6,846 | 1.42 | 1,997 | 8.54 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 15,177 | -1.98 | 4,427 | 4.88 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 5,365 | 15.01 | 1,565 | 23.05 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 7,824 | -0.95 | 2,282 | 5.95 | ||||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 729 | 213 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 941 | 1.51 | 274 | 8.73 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 178,164 | 6.08 | 48,482 | 12.33 | ||||
| 2025-07-25 | NP | IEVAX - 哥伦比亚全球股票价值基金 A 类 | 46,765 | 0.00 | 13,024 | 10.25 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 8,939 | -0.60 | 2,607 | 6.36 | ||||
| 2025-08-11 | 13F | 花旗集团 | 282,798 | -20.67 | 82,481 | -15.12 | ||||
| 2025-05-20 | NP | RIFAX - 美国战略股票基金 | 2,794 | 28.76 | 762 | 33.27 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 1,771 | -67.38 | 517 | -66.34 | ||||
| 2025-07-22 | 13F | IFS 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 921 | -22.21 | 269 | -7.90 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 334 | -1.47 | 97 | 5.43 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 102,072 | 3.66 | 29,770 | 10.91 | ||||
| 2025-08-14 | 13F | 财富的力量 | 1,608 | 0.00 | 469 | 6.85 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 9,493 | 9.48 | 2,769 | 28.92 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 2,894 | 125.74 | 844 | 141.83 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 4,002 | 1,167 | ||||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 25,030 | 7.66 | 7,300 | 15.20 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 1,156 | 0.00 | 337 | 6.98 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 1,702 | -7.45 | 496 | -1.00 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 2,545 | 0.00 | 742 | 7.07 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 6,856 | 0.00 | 1,866 | 5.91 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 16,974 | -1.62 | 5 | 0.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 5,032 | 175.42 | 1,468 | 194.58 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 963 | -13.63 | 262 | -8.39 | ||||
| 2025-08-12 | 13F | 艾姆斯国民公司 | 2,747 | 0.00 | 801 | 7.09 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 1,997 | 0.00 | 587 | 7.92 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 200.00 | 87 | 222.22 | |||
| 2025-04-25 | NP | SPMV - Invesco S&P 500 最小方差 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12 | -7.69 | 3 | 0.00 | ||||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 24 | 0.00 | 7 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 53,700 | 0.00 | 15,662 | 7.00 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,448 | -68.79 | 1,006 | -66.62 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 26,059 | 3.43 | 7,600 | 10.67 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,982,381 | -3.37 | 869,841 | 3.39 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 3 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 118 | -22.88 | 33 | -15.79 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 624 | 30.00 | 182 | 39.23 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 185 | 0.00 | 54 | 6.00 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 2,105 | 6.58 | 614 | 13.94 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 119 | 0.00 | 35 | 6.25 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 4,585 | -0.11 | 1,337 | 6.87 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 726 | -3.33 | 212 | 3.43 | ||||
| 2025-05-28 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 974 | 284 | ||||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 718 | -7.12 | 209 | -0.48 | ||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 8,752 | -32.61 | 2 | -33.33 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 4,771 | -1.59 | 1,298 | 4.26 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 2,103 | 41.90 | 613 | 52.11 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 337 | -5.34 | 98 | 1.03 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 56 | 16 | ||||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 3,337 | -2.91 | 973 | 3.95 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 103 | -17.60 | 30 | -11.76 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 18 | 5 | ||||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 5,320 | 0.09 | 1,552 | 7.11 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131 | -64.40 | 38 | -63.11 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 5,949 | 1.35 | 1,735 | 8.44 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,984 | 34.84 | 870 | 44.28 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 8,508 | 0.06 | 2,482 | 7.03 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 22,255 | -2.14 | 6,491 | 4.69 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 4,960 | 4.20 | 1,447 | 11.49 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 900 | 262 | |||||
| 2025-08-01 | 13F | 特维斯投资管理公司 | 4,238 | 10.11 | 1,236 | 21.89 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 200,099 | -1.77 | 58,361 | 5.11 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 12 | 0.00 | 4 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 2,049 | 0.00 | 598 | 6.99 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 748 | 218 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 747 | 23.68 | 218 | 32.32 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 378,260 | 44.66 | 110,323 | 54.78 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 5,764 | -77.37 | 1,681 | -75.78 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 15,264 | 9.01 | 4,795 | 26.09 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 17,939 | 69.27 | 5,232 | 81.16 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 2,941 | -54.53 | 858 | -51.39 | ||||
| 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 | 6,200 | 0.00 | 1,687 | 5.90 | ||||
| 2025-08-26 | NP | MISL - First Trust Indxx 航空航天与国防 ETF | 18,843 | -51.09 | 5,496 | -47.67 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 3,354 | -1.61 | 978 | 5.27 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 44,319 | 1.13 | 12,060 | 7.09 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 24,952 | 0.89 | 7,277 | 7.95 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 1,434 | 0.00 | 418 | 7.46 | ||||
| 2025-05-13 | 13F | 勘探者合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,416,262 | 9.24 | 414,757 | 17.31 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 3,747 | 3.37 | 1,093 | 10.53 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 37,934 | 6.03 | 11,064 | 13.46 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 171,000 | -33.33 | 49,874 | -28.67 | |||
| 2025-08-12 | 13F | 富达国家金融公司 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 111,609 | 441.19 | 32,552 | 479.10 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 459,000 | -28.77 | 133,872 | -23.79 | |||
| 2025-08-28 | NP | XAR - SPDR(R) S&P(R) 航空航天与国防 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 | 419,011 | 7.38 | 122,209 | 14.90 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,530 | 2.75 | 426 | 13.30 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 3,305 | 964 | ||||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 2,011 | 1 | ||||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 14,244 | 7.76 | 4,154 | 15.29 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 8,035 | -0.43 | 2,343 | 6.55 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 3,935 | 18.52 | 1,148 | 26.88 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 65,192 | -25.56 | 19,014 | -20.36 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,402 | 1,186.24 | 382 | 1,260.71 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 741,800 | -15.71 | 216,353 | -9.81 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 99,300 | 33.29 | 28,962 | 42.62 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 193,000 | 33.29 | 56,290 | 42.62 | |||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 809 | 236 | ||||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 32,762 | -3.19 | 9,124 | 6.74 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 2,992 | -7.48 | 814 | -2.05 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 146,914 | 8.97 | 40,914 | 20.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 18,094 | 1.15 | 5,277 | 8.22 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 10 | 42.86 | 3 | 100.00 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 750 | 219 | ||||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 179 | -1.65 | 52 | 6.12 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 250,133 | -0.81 | 72,954 | 6.13 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 8,324 | 4.15 | 2,428 | 11.43 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 11,797 | 11.53 | 3,441 | 19.36 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 3,563 | -2.54 | 1,039 | 4.32 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 1,146 | -11.51 | 334 | -5.11 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 251 | 3.29 | 65 | -7.25 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 21 | 2,000.00 | 6 | |||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 16 | 5 | ||||||
| 2025-07-14 | 13F | 农民信托公司 | 877 | 256 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 109,971 | -0.26 | 32,453 | 7.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 股票收益投资组合 IB 类 | 41,627 | -11.54 | 12,141 | -5.35 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,397 | 0 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 10,077 | 2,939 | ||||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 63 | 0.00 | 18 | 5.88 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 30,200 | 18.43 | 8,808 | 26.73 | |||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,952 | 45.78 | 861 | 56.08 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 7,518 | -1.88 | 2,094 | 8.17 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 2,769 | 13.62 | 808 | 25.70 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | DJE 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 83,282 | 5.95 | 24,290 | 13.36 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 5,980 | 1.87 | 1,744 | 9.00 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 9,255 | -23.64 | 2,703 | -18.29 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 124,156 | 3.64 | 36,211 | 10.89 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 1,865 | -3.92 | 544 | 2.65 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 581,005 | 67.90 | 169,456 | 79.66 | ||||
| 2025-08-14 | 13F | Navigoe 有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 3,421 | 0.65 | 998 | 7.67 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 9,000 | 150.00 | 2,625 | 230.06 | ||||
| 2025-07-23 | 13F | 亨德利公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 26,100 | -18.44 | 7,612 | -12.73 | |||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 25,320 | 2.22 | 6,902 | 5.75 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,976 | -10.89 | 1,160 | -4.69 | ||||
| 2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 1,255 | -33.98 | 342 | -30.12 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 4,614 | 0.00 | 1,346 | 7.00 | ||||
| 2025-05-14 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 75,062 | -2.10 | 21,893 | 4.75 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 10,799 | -9.39 | 3,150 | -3.05 |
