机构投资人持股和股东
L3Harris Technologies, Inc. (AT:LHXT) 有 2312 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 203,888,314 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Capital World Investors, State Street Corp, Price T Rowe Associates Inc /md/, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Wellington Management Group Llp, VFINX - Vanguard 500 Index Fund Investor Shares, Wells Fargo & Company/mn, and Geode Capital Management, Llc .
L3Harris Technologies, Inc. (WBAG:LHXT)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 222.20 / share. Previously, on May 9, 2025, the share price was 192.95 / share. This represents an increase of 15.16% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,018 | 255 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 12,246 | 416.06 | 3,072 | 519.15 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 13,761 | 0.38 | 3,362 | 19.01 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | 113,110 | -9.36 | 28,373 | 8.63 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 1,891 | 0.00 | 474 | 20.00 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 868 | 6.11 | 218 | 26.90 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 16,914 | -2.21 | 4,243 | 17.18 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,028 | -0.10 | 258 | 19.53 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 3,068 | 0.00 | 770 | 19.78 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 736,226 | -16.70 | 184,675 | -0.17 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 11 | -35.29 | 3 | -33.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 5,750 | -10.10 | 1,442 | 7.77 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 6,627 | 50.85 | 1,458 | 56.61 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 78 | 0.00 | 20 | 18.75 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 19,015 | 0.00 | 4,770 | 19.82 | ||||
| 2025-08-07 | 13F/A | 利斯惠勒投资顾问有限公司 | 178,418 | 1.04 | 44,754 | 21.09 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 162 | 0.00 | 41 | 21.21 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 636,180 | -17.39 | 159,579 | -1.00 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,787 | -3.93 | 1,170 | 13.83 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 26,644 | 0.00 | 6,683 | 19.85 | ||||
| 2025-07-29 | NP | MPISX - 纽约梅隆银行收益股票基金 M 类股票 | 26,064 | 12.55 | 6,368 | 33.45 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,106 | 5.86 | 779 | 26.87 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 792 | 17.86 | 199 | 41.43 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,333 | 334 | ||||||
| 2025-08-13 | 13F | 波托兰资本管理有限公司 | 49,516 | 12,421 | ||||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 海岸线信托公司 | 2,269 | -1.52 | 569 | 18.05 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 74,956 | -1.37 | 18,802 | 18.19 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 3,911 | 24.20 | 981 | 48.86 | ||||
| 2025-07-24 | 13F | M.克劳斯公司 | 49,643 | -1.06 | 12,452 | 18.58 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 26,455 | -4.71 | 6,636 | 14.18 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 46,753 | 0.58 | 11,728 | 20.54 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 948 | 0.00 | 238 | 19.70 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 56 | 0.00 | 14 | 27.27 | ||||
| 2025-07-11 | 13F | 春天资本管理有限公司 | 26,655 | -0.30 | 6,686 | 19.48 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 13,013 | 372.00 | 3,264 | 465.68 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 8 | 33.33 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,514 | 631 | ||||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 926 | 232 | ||||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 55,527 | 4.61 | 13,928 | 25.36 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 15,255 | 0.49 | 3,827 | 20.43 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 种子财富管理公司 | 1,245 | 0.00 | 312 | 20.00 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,336 | 449.62 | 5,101 | 559.04 | ||||
| 2025-05-28 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 189,000 | 0.00 | 39,560 | -0.46 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维斯塔投资管理公司 | 1,058 | -7.11 | 265 | 11.34 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 932 | -33.29 | 205 | -30.74 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 8,555 | 2.09 | 2,146 | 22.35 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 21,683 | 0.93 | 5,439 | 20.95 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic 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 | 28,494 | -10.10 | 7,147 | 7.75 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,159 | 11.98 | 291 | 34.26 | ||||
| 2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 126,368 | 0.00 | 27,803 | 3.78 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,067 | 43.03 | 268 | 71.15 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 2,537 | -8.77 | 636 | 9.28 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 137 | 0.74 | 34 | 21.43 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 241,980 | 15.08 | 60,698 | 37.91 | ||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 483 | -3.98 | 121 | 15.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 15,398 | -9.52 | 3,862 | 8.42 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 4,948,981 | 0.79 | 1,236,410 | 20.68 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,659 | -6.20 | 5,684 | 12.40 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,301 | -0.65 | 577 | 19.21 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 76 | 1.33 | 19 | 20.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 股票收益投资组合 IB 类 | 33,669 | -3.51 | 8,446 | 15.64 | ||||
| 2025-05-15 | 13F | 美国银行 /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 1,023 | 86.68 | 257 | 124.56 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 1,077 | -6.18 | 263 | 11.44 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 3,955 | 29.67 | 992 | 55.49 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 3,246 | 7.91 | 814 | 29.41 | ||||
| 2025-03-31 | NP | FYEE - 富达收益增强型股票 ETF | 162 | 2,214.29 | 34 | 3,300.00 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 651,255 | 1.72 | 163,361 | 21.90 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 29,072 | 6.08 | 7,103 | 25.76 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 6,458 | 6.80 | 1,620 | 27.38 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,517 | -2.27 | 2,314 | 1.40 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 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 | 125,020 | -2.96 | 31,360 | 16.30 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 41,606 | 0.00 | 10,436 | 19.84 | ||||
| 2025-05-08 | 13F | Gsa资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 31,503 | 16.43 | 6,931 | 20.83 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 78,506 | -1.69 | 17,273 | 2.02 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 59 | -45.87 | 15 | -36.36 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,248 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 1,419 | -5.27 | 0 | |||||
| 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 | 28 | 21.74 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 394,505 | -19.63 | 98,956 | -3.68 | ||||
| 2025-05-27 | NP | FEAC - 富达增强型美国全市值股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 4,117,030 | 52.30 | 1,032,716 | 82.52 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 34,734 | -0.06 | 9 | 14.29 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,103 | -18.18 | 277 | -2.13 | ||||
| 2025-05-28 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 3,567 | 71.33 | 895 | 105.52 | ||||
| 2025-05-28 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 10,080 | -2.69 | 2,528 | 16.61 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 5,452 | 1,368 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,172 | -0.21 | 7,819 | 19.59 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 234 | 0.00 | 59 | 20.83 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 15 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,845 | 109.18 | 463 | 149.73 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,136 | 1,162.22 | 285 | 1,477.78 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 40 | 10 | ||||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 150 | 0.00 | 0 | |||||
| 2025-04-14 | 13F | 新罕布什尔银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,031 | -7.70 | 259 | 10.73 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 15 | 0.00 | 4 | 0.00 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 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 | 567,648 | 142,389 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,374,242 | 8.87 | 344,715 | 30.48 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 57,000 | -16.18 | 12,541 | -13.01 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 4,870 | -5.80 | 1,222 | 12.85 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 3,020 | -0.56 | 1 | |||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 415,278 | -11.45 | 104,168 | 6.12 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 115,928 | 1.27 | 24,265 | 0.81 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 8,598 | 45.83 | 2,157 | 74.72 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 711 | 0.00 | 178 | 20.27 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 2,200 | 0.00 | 552 | 19.78 | ||||
| 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 | 2,267,290 | -0.57 | 568,727 | 19.16 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 17,086 | -6.65 | 4,175 | 10.66 | ||||
| 2025-05-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 2,158 | 111.98 | 541 | 153.99 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 3,011 | 755 | ||||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 539,415 | -3.25 | 135,307 | 15.95 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,121 | 2.40 | 783 | 22.76 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 4,462 | -13.98 | 1,119 | 3.13 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 1,327 | -89.69 | 558 | 20.00 | ||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 8,768 | -4.79 | 2,199 | 14.12 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 28,348 | 3.02 | 7,111 | 23.46 | ||||
| 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 | 64,821 | 16.12 | 16,260 | 39.17 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 1,432 | 0.00 | 359 | 20.07 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 2,579 | -1.45 | 647 | 18.28 | ||||
| 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 | 4,186 | 4.83 | 1,050 | 25.75 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 4,059 | 13.19 | 1,097 | 38.21 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 12,281 | 1.31 | 3,081 | 21.40 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 4,813 | 0.12 | 1,207 | 19.98 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 17,998 | -1.79 | 4,515 | 17.71 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 25,445 | 0.96 | 6,383 | 20.99 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 688 | 4.24 | 173 | 24.64 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 20,354 | 14.90 | 5,107 | 37.74 | ||||
| 2025-05-13 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 94 | -84.89 | 24 | -82.31 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 20 | 0.00 | 5 | 25.00 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 40,995 | -0.41 | 10,283 | 19.36 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 1,210 | 0.00 | 304 | 19.76 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,239 | 7.44 | 493 | 11.56 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 4,121 | 5.45 | 1,034 | 26.28 | ||||
| 2025-08-27 | NP | BERCX - Carillon Chartwell 中型价值基金类别 Chartwell | 2,147 | -19.65 | 539 | -3.76 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 15 | 0.00 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 5,655 | 494.01 | 1,419 | 609.00 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 7,231 | -28.51 | 1,814 | -14.32 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 2,968 | 1.06 | 745 | 21.17 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 23,929 | 0.13 | 6,002 | 20.02 | ||||
| 2025-05-08 | 13F | 资本管理协会/纽约/ | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 40,302 | 0.83 | 10,109 | 20.83 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 2,297 | 11.23 | 576 | 35.21 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 188,538 | 2.04 | 46,067 | 20.97 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 7,172 | -0.54 | 1,799 | 19.15 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 7 | 2 | ||||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 124 | 27 | ||||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,018 | 506 | ||||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 3,088 | -26.18 | 775 | -11.54 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 1,295,408 | 324,940 | ||||||
| 2025-07-29 | NP | FIKDX - Kempner Multi-Cap Deep Value Fund 机构类别 | 4,852 | -49.73 | 1,186 | -40.42 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 7,444 | 1,867 | ||||||
| 2025-08-14 | 13F | 迪恩资本管理公司 | 10,138 | 5.65 | 2,543 | 26.64 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 5,750 | -0.03 | 1,442 | 19.87 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 178,250 | 1.14 | 44,712 | 21.21 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,060 | 8.73 | 18,275 | 12.84 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management，有限责任公司/MS | 13,047 | -1.36 | 3,273 | 18.21 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 1,241 | 0.00 | 311 | 20.08 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 5,250 | 0.00 | 1,317 | 19.85 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 64,497 | 35.80 | 16,181 | 62.76 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 519,641 | -5.61 | 130,347 | 13.12 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,066 | -4.14 | 267 | 15.09 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 9,394 | -27.71 | 2,356 | -13.35 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 13,091 | 0.00 | 2,880 | 3.78 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 778 | 3.32 | 211 | 34.39 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 237,849 | 4.06 | 59,662 | 24.71 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 62,906 | 3.69 | 15,779 | 24.26 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 12,365 | 3,102 | ||||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -5,410 | -30.13 | -1,190 | -27.48 | |||
| 2025-05-08 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 418,092 | 36.81 | 104,874 | 63.96 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 14,858 | -5.06 | 3,727 | 13.80 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 4,521 | 0.40 | 995 | 4.19 | ||||
| 2025-08-12 | 13F | RPG 投资咨询有限责任公司 | 56,313 | -49.48 | 14,126 | -39.46 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 396,899 | 0.36 | 99,558 | 20.27 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -5,737 | -55.84 | -1,439 | -47.06 | |||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 25,794 | -38.57 | 6,470 | -26.38 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 0 | 0 | ||||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 6,916 | -0.86 | 1,735 | 18.77 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-04-01 | NP | CNGLX - 英联邦全球基金 | 600 | 0.00 | 127 | -14.19 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 18,113 | -2.44 | 4,543 | 16.91 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 5,611 | -33.75 | 1,407 | -20.60 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 14 | -50.00 | 4 | -50.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 130 | 44.44 | 33 | 77.78 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -1,635 | -53.74 | -410 | -44.52 | |||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 1,800 | 0.00 | 440 | 18.65 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 844 | 212 | ||||||
| 2025-07-23 | 13F | 聚焦投资者有限责任公司 | 430,250 | -2.09 | 107,924 | 17.33 | ||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 2,382 | 0.00 | 598 | 19.88 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 1,699 | -0.06 | 426 | 20.00 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 523 | 0.00 | 131 | 20.18 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 37 | 0 | ||||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 65 | 0.00 | 16 | 23.08 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 79,391 | 233.06 | 19,914 | 299.16 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 12 | 0.00 | 3 | 50.00 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 1,134 | 8.72 | 284 | 30.28 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,601 | -2.20 | 903 | 16.67 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 943 | -2.78 | 237 | 16.26 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 127 | -44.30 | 32 | -34.04 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 241 | 0.42 | 60 | 20.00 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 184 | -9.36 | 39 | -9.30 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 34,412 | -21.31 | 8,632 | -5.70 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,136 | 3.65 | 278 | 23.11 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 46,000 | 54.36 | 11,539 | 84.99 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 34,400 | 107.23 | 8,629 | 148.36 | |||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 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 | 3,140 | 22.99 | 691 | 27.54 | ||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 联合银行 | 1,450 | 0.00 | 364 | 19.80 | ||||
| 2025-08-12 | 13F | 联合银行 | 1,956 | -18.94 | 491 | -2.97 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,917 | 22.05 | 732 | 46.20 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 16,698 | 27.16 | 4,189 | 52.40 | ||||
| 2025-03-27 | NP | WQAUX - Westwood Quality AllCap 基金超级股票 | 1,950 | -3.23 | 413 | -17.07 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 64,233 | -27.07 | 16 | -11.11 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 25,220 | 0.00 | 6,326 | 19.86 | ||||
| 2025-07-24 | NP | FSDAX - 国防和航空航天产品组合 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 | 150,900 | 4.07 | 36,871 | 23.37 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 12 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 850 | 213 | ||||||
| 2025-08-26 | NP | 机构投资策略基金 | 12 | 20.00 | 3 | 50.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 38,900 | 66.01 | 9,758 | 98.96 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 3,739 | 10.46 | 914 | 30.99 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 1,942 | -5.54 | 487 | 13.26 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 197 | 65.55 | 53 | 120.83 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 3,440 | 0.00 | 863 | 19.72 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 66,980 | 657.52 | 16,801 | 808.16 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 2,673 | 1.25 | 1 | |||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 808 | 0.00 | 197 | 18.67 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 20,416 | 5,121 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 16 | 0.00 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,095 | 3.79 | 280 | 27.27 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 178,452 | -39.08 | 44,760 | -27.00 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 2,783 | -8.30 | 680 | 8.64 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 63,190 | -41.90 | 15,851 | -30.35 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 152,568 | 22.93 | 38,270 | 47.33 | ||||
| 2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 21,351 | -43.22 | 5,356 | -31.97 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 322 | 0.00 | 81 | 19.40 | ||||
| 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 | 4,226 | -35.03 | 1,060 | -22.12 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 850 | -94.72 | 213 | -93.68 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 4,485 | 1.31 | 943 | 1.84 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 830 | 208 | ||||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,096 | 6.67 | 5,643 | 26.47 | ||||
| 2025-08-28 | NP | RSVAX - 胜利RS价值基金A级 | 14,890 | 0.00 | 3,735 | 19.87 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 7,704 | -16.57 | 1,932 | 0.00 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,240 | -22.44 | 37,686 | -7.05 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 12,923 | -2.49 | 3,242 | 10.58 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 805 | 202 | ||||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 117,295 | -2.88 | 29,422 | 16.39 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 6,008 | 0.00 | 1,322 | 3.77 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 1,210 | 0.00 | 304 | 19.76 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 5,521 | 1.17 | 1,385 | 21.19 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 16,383 | 4.40 | 3,605 | 8.33 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 627 | 0.00 | 157 | 19.85 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 60,924 | 1.36 | 15,282 | 21.48 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 2,036 | 0.00 | 511 | 19.72 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 10,452 | -83.36 | 3,725 | 27.45 | ||||
| 2025-06-27 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 185,000 | -15.91 | 40,704 | -12.73 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 20,710 | 7.39 | 5,195 | 28.69 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 24,879 | 1.24 | 6,241 | 21.33 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,762 | -5.64 | 693 | 12.52 | ||||
| 2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 7,485 | -17.36 | 1,878 | -0.95 | ||||
| 2025-06-26 | NP | FASEX - Nuveen 中型价值基金 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 | 37,021 | 11.03 | 8,145 | 15.24 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 83,900 | -0.01 | 21,045 | 19.83 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 3,642 | 6.58 | 914 | 27.69 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,449 | 9.44 | 30,897 | 29.74 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 510 | 0.00 | 128 | 19.81 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 8,296 | -2.65 | 2,081 | 16.66 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,329 | 4.65 | 333 | 25.66 | ||||
| 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 | 7 | 16.67 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 4,900 | 0.00 | 1,229 | 19.90 | ||||
| 2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 13,754 | 2,916 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 142,889 | 0.91 | 35,842 | 20.93 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 157,716 | 3.41 | 40 | 25.81 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 16 | 4 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 99,760 | 0.05 | 25,024 | 19.91 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,279 | 114.96 | 321 | 158.06 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 7,251 | 0.78 | 1,819 | 20.80 | ||||
| 2025-08-07 | 13F/A | 艾勒森集团公司 /adv | 8,965 | 0.62 | 2,249 | 20.60 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 1,317 | 0.00 | 330 | 20.00 | ||||
| 2025-05-14 | 13F | HMS 资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 23,628 | -43.31 | 5,927 | -32.06 | ||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 151,904 | 62.65 | 38,104 | 94.92 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 231,233 | -2.35 | 58,004 | 17.91 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 183 | -89.24 | 46 | -87.32 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,842 | 0.74 | 781 | 25.97 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 5,819 | 0.00 | 1,280 | 3.81 | ||||
| 2025-07-07 | 13F | 西联银行 | 7,551 | -1.59 | 1,894 | 17.93 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 1,215 | -5.15 | 305 | 13.43 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 8,300 | 336.84 | 2,082 | 424.18 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 10,817 | -97.68 | 2,713 | -97.22 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 1,773 | -62.67 | 445 | -55.33 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 10,100 | 2,533 | |||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 10,727 | 0.00 | 2,360 | 3.78 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 344 | -2.27 | 86 | 16.22 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 4,976 | 4.89 | 1,248 | 25.81 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 3,435 | 1.48 | 862 | 21.61 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 533 | -7.14 | 134 | 10.83 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 11 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 1,504 | 0.00 | 377 | 20.06 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 1,065 | 267 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 26 | -68.29 | 7 | -64.71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 1,268 | 0.00 | 318 | 20.00 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 9,400 | 0.00 | 2,358 | 19.83 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 956 | 0.00 | 240 | 19.50 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 20,889 | -0.21 | 5,240 | 19.58 | ||||
| 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 | 418,131 | -0.11 | 91,997 | 3.67 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,212,777 | -3.41 | 555,053 | 15.76 | ||||
| 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 | 935 | -6.41 | 235 | 11.96 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 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 | 836,901 | 2.00 | 209,928 | 22.24 | ||||
| 2025-05-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 33,988 | 3.80 | 7,114 | 3.33 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 840 | 211 | ||||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 5,713 | 0.00 | 1,257 | 3.72 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 19,539 | 0.26 | 4,901 | 20.15 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,369 | -40.11 | 343 | -28.24 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 887 | 239 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 3,613 | 49.61 | 906 | 79.41 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 113,663 | -22.70 | 28,511 | -7.36 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 53,513 | 4.71 | 13,423 | 25.48 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 92,296 | -4.18 | 23,151 | 14.84 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 1,552 | 14.79 | 389 | 37.94 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 7 | 2 | ||||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 14,624 | 0.52 | 3,668 | 20.46 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 313,322 | -53.82 | 78,594 | -44.66 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,062 | 4.63 | 290 | 32.42 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 38,801 | 1,025.97 | 9,733 | 1,249.79 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 70 | 18 | ||||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 43 | 0.00 | 11 | 11.11 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 15,472 | 15.41 | 3,881 | 38.28 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 2,548 | 639 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华特殊机会基金标准类别 | 48,600 | 2.75 | 12,191 | 23.13 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 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 | 102,900 | 0.00 | 25,811 | 19.84 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 16,247 | -8.02 | 4,075 | 10.25 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,215 | -3.11 | 305 | 16.03 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 7 | 2 | ||||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 84,248 | 21,133 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 20,079 | -21.09 | 5,037 | -5.43 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 5 | 1 | ||||||
| 2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 7,733 | 0.17 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 4,653 | 10.37 | 1,024 | 14.56 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 940 | 236 | ||||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 62,592 | -17.80 | 15,701 | -1.49 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,157,000 | -13.33 | 290,222 | 3.86 | ||||
| 2025-05-15 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,319 | 331 | ||||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 266 | 0.00 | 67 | 20.00 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 565 | -4.40 | 142 | 14.63 | ||||
| 2025-08-29 | NP | YACKX - AMG Yacktman 基金 I 类 | 320,000 | -3.03 | 80,269 | 16.21 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,470 | 46.21 | 1,623 | 75.16 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 1,015 | 0.00 | 255 | 19.81 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 312 | 2.30 | 78 | 23.81 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 914 | 0.00 | 191 | -0.52 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 399 | 0.00 | 100 | 20.48 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 53 | 13 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 88,407 | -1.83 | 22,179 | 17.66 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 69,865 | 0.37 | 17,525 | 20.29 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 999 | 0.00 | 251 | 19.62 | ||||
| 2025-07-11 | 13F | 财富桥投资顾问公司 | 27,298 | 4.88 | 7 | 20.00 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP 财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 343 | 0.00 | 86 | 21.13 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 688 | -9.47 | 168 | 7.69 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 8,547 | -3.70 | 2,144 | 15.40 | ||||
| 2025-08-11 | 13F | 花旗集团 | 385,504 | 16.97 | 96,700 | 40.17 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 3,323 | 5.12 | 833 | 26.02 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,273 | 0.32 | 319 | 16.42 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 105 | 0.00 | 26 | 23.81 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 925 | 232 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 32,897 | 8,252 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,475 | 370 | ||||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 8,825 | 2,134.18 | 2 | |||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 800,322 | 30.35 | 200,754 | 56.22 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,289 | -68.23 | 323 | -61.96 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 988 | 0.10 | 248 | 19.90 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 347,600 | 0.36 | 84,933 | 18.97 | ||||
| 2025-08-14 | 13F | 卡塔纳资本有限合伙人 | 135,000 | 33,863 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 2 | ||||||
| 2025-05-16 | 13F/A | 亚特兰大咨询集团顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,070 | 9.18 | 268 | 30.73 | ||||
| 2025-08-14 | 13F | 布莱希罗德LP | 1,600 | 0.00 | 401 | 20.06 | ||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 10,289 | -24.10 | 2,581 | -9.06 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 3,523 | -13.18 | 884 | 4.00 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 1,560 | -21.61 | 391 | -6.01 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 267,870 | 9.00 | 67,193 | 30.63 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 396 | -5.49 | 99 | 13.79 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 3,016 | -6.22 | 757 | 12.33 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 26 | -68.29 | 7 | -64.71 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 334 | 0.00 | 82 | 19.12 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 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 | 46,048 | -2.09 | 10,131 | 1.61 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 46,670 | -1.88 | 10,268 | 1.82 | ||||
| 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 | 56,447 | -0.30 | 12,419 | 3.47 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 899 | 226 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 1,176 | -3.13 | 295 | 15.75 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 1,223 | 1.58 | 307 | 21.91 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 944 | 237 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 14,255 | 3,576 | ||||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 10 | -16.67 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 127,223 | 13.92 | 31,913 | 36.52 | ||||
| 2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 63,839 | -0.37 | 16,009 | 19.37 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 879 | 220 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 46 | 10 | ||||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 1,470 | -0.68 | 369 | 19.09 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 1,223 | 0.00 | 307 | 20.00 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 1,765 | -1.62 | 443 | 17.87 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 8,520 | 2,137 | ||||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 1,140 | 0.00 | 286 | 15.85 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 7,111 | -2.51 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 69,255 | 2.91 | 17,372 | 23.33 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 42 | 11 | ||||||
| 2025-08-11 | 13F | 信托银行 | 4,057 | 11.00 | 1,018 | 32.94 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 322 | 7.69 | 81 | 29.03 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 2,311 | 81.97 | 580 | 118.49 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 80 | 0.00 | 20 | 25.00 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 4,911 | 0.39 | 1,232 | 20.21 | ||||
| 2025-07-31 | 13F | Leeward Investments, LLC - 马萨诸塞州 | 34,672 | -1.81 | 8,697 | 17.67 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 4,212 | -2.90 | 1,057 | 16.43 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 441 | 36.53 | 111 | 64.18 | ||||
| 2025-07-29 | 13F | Crux 财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 19 | 0.00 | 5 | 33.33 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,379 | 346 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 39,852 | 0.00 | 9,996 | 19.84 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,160 | -3.97 | 291 | 15.48 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,253 | 3.73 | 314 | 24.60 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 34,633 | 0.00 | 7,620 | 3.77 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 7,375 | 365.89 | 1,850 | 458.61 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,360,232 | -1.94 | 592,041 | 17.52 | ||||
| 2025-08-11 | 13F | 日兴资产管理美洲公司 | 84,294 | 22.23 | 21,142 | 46.46 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 20 | -31.03 | 5 | -16.67 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 31,065 | -1.01 | 7,792 | 18.64 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,384 | -0.29 | 598 | 19.60 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 70,010 | 2.88 | 17,561 | 23.30 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 14,302 | 0.30 | 3,587 | 20.21 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 306 | -4.67 | 77 | 13.43 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,023 | -4.39 | 257 | 14.80 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 93 | 0.00 | 23 | 21.05 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,482 | 17.12 | 874 | 40.35 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 2,600 | 0.00 | 652 | 19.85 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 106 | -3.64 | 22 | -4.35 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 130 | 2.36 | 33 | 23.08 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 3,210 | 805 | ||||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,956 | 86.77 | 9,011 | 93.83 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,910 | 0.00 | 479 | 20.05 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 11,475 | 2,878 | ||||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 902 | 191 | ||||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 536,061 | 10.46 | 134,466 | 32.37 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 13,031 | 0.00 | 3,184 | 18.55 | ||||
| 2025-08-29 | NP | YAFFX - AMG Yacktman 重点基金 N 类 | 100,000 | -13.04 | 25,084 | 4.21 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 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 | 259,234 | 11.77 | 65,026 | 33.95 | ||||
| 2025-04-25 | 13F | KBC 集团 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 439 | -0.23 | 110 | 19.57 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 1,128 | 0.36 | 283 | 20.00 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,876 | 7.43 | 703 | 27.40 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 27,000 | -33.50 | 5,651 | -33.81 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 9,484 | -4.47 | 2,379 | 14.49 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 2,966 | 143.71 | 744 | 192.91 | ||||
| 2025-08-14 | 13F | 道富银行 | 8,874,482 | 1.20 | 2,226,075 | 21.28 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 9 | -18.18 | 2 | 0.00 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 48,830 | 8.83 | 10,744 | 12.94 | ||||
| 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 | 234,851 | 3.02 | 58,910 | 23.46 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 127,375 | -0.35 | 31,951 | -88.06 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 128 | 0.00 | 28 | 3.70 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 26,038 | 0.63 | 6,531 | 20.61 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 400 | 100 | |||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 30 | 7 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 3,583 | 1.73 | 899 | 21.85 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 616 | -1.12 | 155 | 18.46 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 896 | 225 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 1,358 | -15.60 | 341 | 1.19 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 618,350 | 155.67 | 155,107 | 206.41 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,133,994 | 0.14 | 284,451 | 20.01 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 23 | 0.00 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 3,100 | 63.16 | 778 | 95.72 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 300 | 75 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,701 | 427 | ||||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 60 | 15 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 13,754 | -7.40 | 3,450 | 11.00 | ||||
| 2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 新斯科舍银行 | 65,545 | -7.03 | 16,441 | 11.42 | ||||
| 2025-05-15 | 13F | 美国银行 /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-03-28 | NP | HAPY - 港湾企业文化领袖ETF | 203 | -72.90 | 43 | -76.76 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 850 | -34.67 | 213 | -21.69 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 147 | -5.16 | 37 | 12.50 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 63,419 | 1.16 | 15,908 | 21.23 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,955 | 9.28 | 478 | 29.62 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 151,073 | 26.03 | 37,919 | 52.02 | ||||
| 2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 山顶控股公司 | 6,542 | 284.15 | 1,641 | 360.96 | ||||
| 2025-08-14 | 13F | 采石场LP | 638 | 289.02 | 160 | 370.59 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 2,559 | 0.59 | 642 | 20.49 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 11,226 | 3 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,714 | 16.60 | 430 | 39.74 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 4,455 | 945 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 142 | 16.39 | 36 | 40.00 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 41 | 192.86 | 10 | 400.00 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 38 | 0.00 | 9 | 28.57 | ||||
| 2025-07-23 | 13F | 第一招商局 | 23,349 | -8.42 | 5,857 | 9.75 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 9,831 | -1.18 | 2,466 | 18.44 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 60 | 0.00 | 15 | 25.00 | ||||
| 2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 86,757 | -22.58 | 21,198 | -8.21 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 929 | 233 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,844 | -3.56 | 0 | |||||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 36,158 | 52.73 | 7,955 | 58.50 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 1,275 | 29.84 | 320 | 55.61 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 671 | 0.00 | 168 | 20.00 | ||||
| 2025-06-27 | NP | UFO - 采购空间 ETF | 5,555 | -4.12 | 1,222 | -0.49 | ||||
| 2025-05-27 | NP | EKBAX - 富国银行多元化资本建设者基金 A 类 | 20,000 | -69.23 | 4,186 | -69.37 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 2,953 | -4.80 | 729 | 13.20 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 17,568 | 6.04 | 4,407 | 27.08 | ||||
| 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 | 87,789 | -10.76 | 22,021 | 6.94 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 42,001 | -0.97 | 11 | 25.00 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 114 | -1.72 | 29 | 16.67 | ||||
| 2025-06-26 | NP | MFWTX - MFS 全球总回报基金 A | 13,409 | -3.84 | 2,950 | -0.20 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 1,095 | 0.00 | 241 | 3.45 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 1,308 | -18.61 | 328 | -2.38 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 16 | 4 | ||||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 48,003 | -7.52 | 12,041 | 10.83 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 352 | -40.84 | 98 | 1.04 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 总回报系列初始类别 | 59,968 | -1.17 | 15,042 | 18.44 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,925 | -2.09 | 483 | 17.27 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 3,236 | -5.05 | 812 | 13.74 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 3,618 | -11.82 | 796 | -8.40 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,396 | 2.72 | 350 | 23.24 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 344,064 | 2.08 | 84,069 | 21.02 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 279,788 | 0.57 | 70,182 | 20.52 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 687 | 151 | ||||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 1,179 | 6.31 | 305 | 23.98 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 196 | -29.75 | 49 | -15.79 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 20,497 | 296.23 | 5,141 | 375.14 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 15,317 | 6.32 | 3,842 | 27.43 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 4,933 | -4.34 | 1,237 | 14.64 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 43,077 | -4.06 | 9,478 | -0.44 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 17,008 | 18.84 | 4,266 | 42.44 | ||||
| 2025-05-02 | 13F | Castlekeep 投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 3,572 | -5.08 | 896 | 13.85 | ||||
| 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 | 220 | 17.65 | 55 | 41.03 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 7,613 | 0.00 | 1,910 | 2.63 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 20,800 | 153.66 | 5,217 | 204.02 | |||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 138 | 64.29 | 35 | 78.95 | ||||
| 2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 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 | 120,935 | 0.00 | 26,608 | 3.78 | ||||
| 2025-04-22 | 13F | 普特尼金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 43 | 0.00 | 11 | 11.11 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 154 | 234.78 | 39 | 322.22 | ||||
| 2025-08-14 | 13F | 安盛公司 | 1,288 | 1.10 | 323 | 21.43 | ||||
| 2025-08-26 | NP | AVEDX - 万福玛利亚股息上涨基金 | 130,000 | 0.00 | 32,609 | 19.84 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 15,057 | 3,777 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 7,457 | 232.16 | 1,871 | 298.72 | ||||
| 2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 10,812 | -1.96 | 2,712 | 17.50 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 218,600 | -6.67 | 54,834 | 11.85 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 52,196 | 1.69 | 13,093 | 21.87 | ||||
| 2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 61,500 | 5.13 | 15,427 | 25.99 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 8,168 | 11.01 | 2,049 | 32.99 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 1,266 | 318 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 20 | 0.00 | 5 | 25.00 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 109 | 136.96 | 27 | 200.00 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 3,624 | -10.94 | 909 | 6.82 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 1,718 | 1.60 | 431 | 21.81 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 325 | 4.84 | 79 | 25.40 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 806 | 202 | ||||||
| 2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-08 | 13F/A | iA全球资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Livforsakringsbolaget Skandia, Omsesidigt | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 178 | -31.27 | 39 | -27.78 | ||||
| 2025-08-13 | 13F | 第1832章 | 314,155 | 18.81 | 78,803 | 42.39 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 355 | 0.00 | 89 | 20.27 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 38,059 | 1.62 | 9,547 | 21.78 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,037 | 2.78 | 260 | 23.22 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 26 | 0.00 | 7 | 20.00 | ||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 3,586 | 84.94 | 900 | 121.98 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 957 | 0.00 | 240 | 20.00 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 2,922 | 0.41 | 733 | 20.20 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,441 | -1.15 | 19,679 | 2.59 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 2,014 | 25.95 | 505 | 52.11 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 3,649 | 193.56 | 764 | 192.34 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 15,738 | 0.85 | 3,948 | 20.85 | ||||
| 2025-04-28 | 13F | 金融倡导者投资管理 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 171,750 | 43 | ||||||
| 2025-08-15 | NP | STMGX - American Beacon Stephens 中型成长基金投资者类别 | 28,591 | -32.51 | 7,172 | -19.12 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 26,692 | 4.63 | 6,695 | 25.40 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,792 | -0.44 | 450 | 19.41 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 72,409 | 14.39 | 15,931 | 18.71 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 8,057 | 1.90 | 1,773 | 5.73 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 5 | 1 | ||||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 6,925 | 147.32 | 1,737 | 160.81 | ||||
| 2025-08-26 | NP | RPGIX - T. Rowe Price 全球工业基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,054 | -28.05 | 1,268 | -13.81 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 300 | 74 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -199 | -50 | |||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 774 | -8.08 | 189 | 9.25 | ||||
| 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 | 61,637 | 0.07 | 13,561 | 3.85 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,675 | -2.36 | 809 | 1.25 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 25,328 | -5.00 | 6,353 | 13.85 | ||||
| 2025-08-28 | NP | MAIMX - Victory Integrity 中型价值基金 A 类 | 12,502 | 16.91 | 3,136 | 39.50 | ||||
| 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 | 6,136 | -13.77 | 1,350 | -10.48 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 112 | -28.66 | 28 | -12.50 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 55 | 0.00 | 14 | 18.18 | ||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 872 | 219 | ||||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 6,325 | -1.82 | 1,545 | 16.43 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 114,900 | 25.30 | 28,822 | 50.16 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 228 | 7,500.00 | 57 | |||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 811 | 203 | ||||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,080 | 0.00 | 271 | 19.47 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 180,938 | -16.50 | 45,386 | 0.07 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 18,548 | -0.96 | 4,653 | 18.70 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 6,509 | 16.65 | 1,590 | 38.26 | ||||
| 2025-08-15 | NP | SHXIX - 美国灯塔夏皮罗股票机会基金机构类别 | 16,105 | -34.55 | 4,040 | -21.57 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 24,871 | 0.23 | 5,472 | 4.03 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 68,155 | 2.10 | 16,653 | 1.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 8,777 | -5.47 | 2,202 | 13.28 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 10,316 | 73.47 | 2,588 | 107.96 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 397 | 0.00 | 83 | 0.00 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 3,000 | 0.00 | 753 | 19.94 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 2,462 | 14.94 | 618 | 37.72 | ||||
| 2025-05-20 | 13F | 富通资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | 私人资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 300 | -7.41 | 64 | -21.25 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 381,155 | 1.39 | 83,862 | 5.22 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 12,626 | 1.85 | 3,167 | 22.09 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,333 | 4.71 | 334 | 25.56 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,043 | 6.86 | 262 | 27.94 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 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 | 2,085 | 18.00 | 523 | 41.73 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 3 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 8,612,986 | -12.41 | 2,160 | 4.96 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 15,982 | -9.92 | 3,516 | -6.51 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,231 | 90.03 | 560 | 128.16 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 36,497 | 9,155 | ||||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 5,590 | -5.38 | 1,230 | -1.84 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 714 | 233.64 | 0 | |||||
| 2025-05-12 | 13F | 美国合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 17,900 | 4,490 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,638 | 20.66 | 2,121 | 25.22 | ||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 144 | 0.70 | 31 | -14.29 | ||||
| 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 | 35,519 | 1.89 | 8,910 | 22.11 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 65,910 | -1.40 | 16,533 | 18.16 | ||||
| 2025-08-13 | 13F | 科普利金融集团有限公司 | 1,739 | -8.62 | 436 | 9.55 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 858 | 215 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 21,025 | -10.92 | 5,274 | 6.74 | ||||
| 2025-06-25 | NP | ARKX - ARK 太空探索与创新 ETF | 56,718 | 12.30 | 12,479 | 16.55 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 2,409 | 0.00 | 604 | 19.84 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 25,297 | 210.93 | 6,345 | 272.80 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 1,077 | 270 | ||||||
| 2025-06-26 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,530,396 | -14.59 | 336,718 | -11.36 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 673 | 0.00 | 169 | 20.00 | ||||
| 2025-05-22 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 124 | 15.89 | 26 | 13.64 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 1,994 | 0.10 | 500 | 19.90 | ||||
| 2025-08-14 | 13F | 阿帕卢萨马 | 350,000 | 16.67 | 87,794 | 39.81 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 368,266 | 3.15 | 92,376 | 23.61 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 9,512 | 7.76 | 2,386 | 29.18 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 32 | 357.14 | 8 | 700.00 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 5,712 | 0.00 | 1,396 | 18.52 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 40,772 | 11.88 | 10,227 | 34.09 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 11,878 | 0.00 | 2,613 | 3.77 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 233 | 40.36 | 51 | 45.71 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 11,928 | 164.42 | 2,992 | 216.95 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 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 | 3,408 | 101.66 | 750 | 109.22 | ||||
| 2025-06-26 | NP | HMVAX - 哈特福德中型股价值基金 A 类 | 77,776 | -10.96 | 17,112 | -20.84 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 12,028 | 12.40 | 2,939 | 22.16 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 100 | 0.00 | 25 | 25.00 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 593 | -13.68 | 0 | |||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 593 | 0.00 | 130 | 4.00 | ||||
| 2025-08-27 | NP | VMVIX - 先锋中盘价值指数基金投资者股票 | 1,179,943 | -2.31 | 295,977 | 17.07 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 218,166 | -1.05 | 54,725 | 18.59 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,178 | 10.20 | 295 | 32.29 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 838 | 15.11 | 210 | 38.16 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 11,100 | -72.79 | 2,741 | -67.66 | |||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 598 | 0.00 | 132 | 3.97 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 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 | 2,038 | 2.67 | 511 | 23.13 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 906 | -87.88 | 224 | -85.64 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 51,900 | 6.13 | 12,818 | 26.19 | |||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 58 | 0.00 | 12 | 0.00 | ||||
| 2025-08-25 | NP | MVCAX - MFS 中盘价值基金 A | 534,051 | 3.80 | 133,961 | 24.40 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 442 | -9.24 | 111 | 8.91 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 2,115 | 0.00 | 531 | 19.91 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 2,114 | 1.44 | 530 | 21.56 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 25,981 | 6.97 | 6,517 | 28.21 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,106 | 2.18 | 528 | 22.51 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 328 | -24.77 | 72 | -21.74 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 46,271 | 111.92 | 11,607 | 153.96 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 8,582 | 11.18 | 2,153 | 33.25 | ||||
| 2025-08-12 | 13F | 卡温顿投资顾问公司 | 29,304 | 0.51 | 7 | 16.67 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 833 | 34.35 | 209 | 61.24 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 5,090 | 0.00 | 1,277 | 19.81 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 69,742 | -23.23 | 17,494 | -7.99 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 3,282 | -7.08 | 823 | 11.37 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 3,494 | -13.81 | 876 | 3.30 | ||||
| 2025-08-29 | NP | DHPAX - 钻石山中盘基金 A 类 | 6,311 | -43.26 | 1,583 | -32.00 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 550 | 0.00 | 138 | 19.13 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,320 | -3.01 | 276 | -3.50 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 507 | 0.60 | 131 | 16.96 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 4,476 | 79.26 | 1,123 | 114.94 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 4,952 | 6.08 | 1,090 | 10.11 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 2,071 | -2.86 | 520 | 16.37 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,789 | -8.28 | 2,706 | 9.91 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 145 | -72.54 | 36 | -67.27 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 67,833 | 3.55 | 17,015 | 24.10 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 2,600 | 0.00 | 652 | 19.85 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 56,317 | 1.39 | 14,127 | 21.50 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,763 | 0.64 | 919 | 19.35 | ||||
| 2025-03-27 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 25,400 | 20.38 | 5,385 | 3.14 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 1,574 | 0.00 | 395 | 19.76 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 20 | 5 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 146 | -7.01 | 32 | -3.03 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,662 | 2.53 | 14,227 | 6.39 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 134,888 | -0.93 | 33,835 | 18.72 | ||||
| 2025-08-28 | NP | Northern Lights Variable Trust - Power Dividend Index VIT 基金 2 类股票 | 649 | -13.81 | 163 | 3.18 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 10,775 | -1.33 | 2,255 | -1.79 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 15 | 0.00 | 4 | 0.00 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 214 | 0.00 | 47 | 4.44 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 66 | 6.45 | 17 | 33.33 |
