机构投资人持股和股东
Marriott International, Inc. (AT:MAR) 有 2325 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 195,504,946 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Jpmorgan Chase & Co, Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Fmr Llc, VFINX - Vanguard 500 Index Fund Investor Shares, Invesco Qqq Trust, Series 1, and Geode Capital Management, Llc .
Marriott International, Inc. (WBAG:MAR)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 242.80 / share. Previously, on May 9, 2025, the share price was 228.00 / share. This represents an increase of 6.49% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 5,758 | -2.27 | 1,573 | 12.12 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,014 | -0.84 | 550 | 13.87 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 4,704 | 0.58 | 1,285 | 15.35 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,792 | 5.73 | 1,856 | 21.24 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 24,650 | 3.86 | 6,735 | 19.12 | ||||
| 2025-08-29 | NP | PRRSX - PIMCO RealEstateRealReturn 策略基金机构 | 948 | -84.65 | 259 | -84.96 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 41,067 | 0.00 | 11,220 | 14.69 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 215,495 | 0.24 | 58,875 | 14.97 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 3,348 | -8.42 | 883 | -13.85 | ||||
| 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 | 151,947 | -2.22 | 41,513 | 12.15 | ||||
| 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 | 4,621 | -71.52 | 1,102 | -76.63 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 772 | 0.00 | 211 | 14.75 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 941 | 0.00 | 257 | 14.73 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 4,264 | 0.00 | 1,165 | 14.68 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,276 | 0.08 | 349 | 14.85 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 931 | 254 | ||||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 28,834 | -4.67 | 7,607 | -10.32 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 20 | 0.00 | 5 | 0.00 | ||||
| 2025-05-07 | 13F | 斯特林投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 13,138 | 13.80 | 3,466 | 7.07 | ||||
| 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 | 12,756 | -0.82 | 3,485 | 13.78 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,431 | 69.13 | 5,590 | 38.88 | ||||
| 2025-05-14 | 13F | 传奇财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 419 | -95.69 | 100 | -96.50 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 438 | 0.00 | 120 | 14.42 | ||||
| 2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,703 | 1.67 | 465 | 16.54 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,543 | -73.28 | 1,800 | -78.07 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 5,700 | 1,557 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 16,043 | 4,383 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 658 | 57.04 | 174 | 47.86 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 16,680 | 71.99 | 4,557 | 97.27 | ||||
| 2025-08-28 | NP | PZRMX - PIMCO 通胀应对多资产基金 A 类 | 354 | -76.79 | 97 | -77.41 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 480 | 0.00 | 131 | 14.91 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 4 | 0.00 | 1 | |||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 738 | 195 | ||||||
| 2025-05-30 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 8,088 | 0.46 | 2,210 | 15.23 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 9,799 | -0.92 | 2,677 | 13.67 | ||||
| 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 | 74,599 | -0.47 | 17,798 | -18.28 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 400 | 0.00 | 109 | 14.74 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 114 | 2,750.00 | 31 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,293 | 7.48 | 353 | 23.43 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 34,968 | -0.34 | 10 | 12.50 | ||||
| 2025-05-30 | NP | TRGRX - T. Rowe Price 全球房地产基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,132 | -60.45 | 270 | -66.29 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 2,914 | -0.07 | 796 | 14.70 | ||||
| 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 | 506,146 | -0.29 | 120,756 | -18.13 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 2,907 | 0.00 | 794 | 14.74 | ||||
| 2025-05-15 | 13F | 摩尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 5,397 | 2.08 | 1,475 | 17.08 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 9 | 2 | ||||||
| 2025-07-17 | 13F | 嘉信信托公司 | 1,545 | 0.00 | 422 | 14.67 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 382 | 38.91 | 104 | 60.00 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,633 | 8.22 | 446 | 6.19 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 737 | 201 | ||||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 13,262 | -14.41 | 3,164 | -29.72 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 7,745 | 0.00 | 2,116 | 14.75 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 94,199 | -3.31 | 22,474 | -20.62 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,526 | -0.07 | 417 | 14.60 | ||||
| 2025-05-15 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 8,017 | -5.55 | 2,190 | 8.36 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | Short | -2,020 | 1.51 | -482 | -6.96 | |||
| 2025-05-01 | 13F | 丰维尔财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 三角证券财富管理 | 2,325 | 2.88 | 635 | 18.03 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 748 | 206 | ||||||
| 2025-08-05 | 13F | 核心另类资本 | 22 | 0.00 | 6 | 20.00 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 4,555 | 74.05 | 1,244 | 99.68 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 862 | 236 | ||||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,601 | 2.26 | 3,484 | -16.05 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 3,494 | 17.33 | 922 | 10.30 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 1,018 | 1.19 | 278 | 16.32 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 1,655 | 452 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 128 | 18.52 | 35 | 36.00 | ||||
| 2025-05-22 | NP | 世邦魏理仕歌乐全球房地产收益基金 | 9,589 | 0.00 | 2,284 | -14.58 | ||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,413 | -7.53 | 19,238 | 6.06 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 50 | 0.00 | 14 | 18.18 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 37,380 | -20.33 | 10,213 | -8.63 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 14 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 1,800 | 492 | |||||
| 2025-06-30 | NP | QYLG - Global X 纳斯达克 100 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,782 | -4.09 | 425 | -21.15 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 19,468 | -0.66 | 5,319 | 13.92 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 400 | 109 | |||||
| 2025-08-12 | 13F | 美国世纪公司 | 317,600 | 188.43 | 86,771 | 230.82 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 630 | 0.00 | 166 | -5.68 | ||||
| 2025-04-30 | 13F | 基础有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 8,695 | -1.33 | 2,376 | 13.15 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 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 | 2,910,298 | 11.25 | 767,824 | 4.66 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 4,872 | -0.85 | 1,331 | 13.76 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 24,473 | -2.87 | 6,686 | 11.41 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 42,903 | 20.65 | 10,236 | -0.95 | ||||
| 2025-05-08 | 13F | 戴维斯 RM 公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 1,341 | 0.00 | 366 | 14.73 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 377 | 0.00 | 103 | 14.61 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 2,523 | 0.00 | 689 | 14.83 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 348,613 | 6.34 | 91,975 | 0.04 | ||||
| 2025-08-08 | 13F | 卡尔·谢尔有限公司 | 3,225 | 0.00 | 881 | 14.71 | ||||
| 2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 1,000 | 0.00 | 273 | 14.71 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 13 | -13.33 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,983 | 0.15 | 542 | 14.86 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,404 | 4.23 | 384 | 19.69 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 991 | 1.64 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 870 | 1.87 | 273 | 14.71 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 先行资本管理公司 | 893 | -14.38 | 244 | -1.61 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 418 | -34.48 | 100 | -46.49 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 572 | 0.00 | 156 | 14.71 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 161,679 | -2.12 | 42,656 | -7.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 11,546 | -1.34 | 3,154 | 13.17 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 9,100 | 2,486 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 7,500 | 2,049 | |||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 63 | 0.00 | 17 | 13.33 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 370,258 | -47.83 | 101,158 | -40.16 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 4,296 | 0.16 | 1,023 | -14.46 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 6,132 | -14.45 | 1,675 | -1.87 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 46,600 | 0.43 | 12,732 | 15.19 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 593 | -9.33 | 156 | -14.75 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 1,620 | -0.55 | 443 | 13.92 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,533 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 1,162 | -78.25 | 317 | -75.08 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 40.00 | 4 | 50.00 | ||||
| 2025-06-23 | NP | IYC - iShares 美国消费者服务 ETF | 51,435 | -18.71 | 12,271 | -33.26 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,861 | 1.64 | 509 | 16.51 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 979 | 0.00 | 267 | 14.59 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 65,686 | -48.48 | 17,947 | -40.90 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,686 | 3.82 | 447 | 14.65 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 3,253 | 101.18 | 889 | 96.90 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 33 | 0.00 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 26,524 | -0.00 | 7,247 | 23.84 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 4,513 | 1,233 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 3,131 | -9.61 | 855 | 3.64 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 9,107 | -0.59 | 2 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 5,770 | 7.31 | 1,576 | 23.13 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 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 | 4,000 | -81.65 | 954 | -84.94 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 85 | 672.73 | 23 | 1,050.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 226 | 169.05 | 60 | 156.52 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 6,672 | 2.82 | 1,823 | 17.93 | ||||
| 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 | 27,923 | 6.45 | 7,367 | 0.14 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 12,300 | 0.00 | 3,360 | 14.71 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,770 | 0.00 | 484 | 14.73 | ||||
| 2025-03-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 2,255 | 0.04 | 655 | 11.77 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 516 | -4.62 | 0 | |||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,463 | 71.00 | 1,219 | 96.30 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,238 | 33.26 | 338 | 52.94 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,543 | 0.00 | 0 | |||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 16,053 | 0.00 | 4,235 | -5.93 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 53,918 | -4.68 | 12,864 | -21.74 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 20,265 | 3.79 | 5,538 | 19.05 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 69,125 | 57.68 | 18,886 | 80.86 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 19 | 0.00 | 5 | 25.00 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 5,777 | -2.37 | 1,378 | -19.84 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 2,000 | 0.00 | 546 | 14.71 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 2,840 | -32.01 | 776 | -22.03 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 5,054 | 1,381 | ||||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 121,659 | -2.49 | 33,238 | 11.84 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 19,850 | 0.64 | 5,423 | 15.43 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,223,539 | 2.01 | 1,420,308 | 16.87 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 34,285 | 0.76 | 9,367 | 15.57 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 256 | 70 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 74 | 20 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 450 | 0.00 | 123 | 14.02 | ||||
| 2025-07-25 | NP | IWTR - iShares MSCI 水资源管理多部门 ETF | 1,430 | 34.02 | 377 | 26.09 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,744 | -1.80 | 476 | -3.84 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 24 | 0.00 | 6 | -16.67 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,300 | -0.54 | 355 | 14.15 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 2,177 | -7.72 | 595 | 5.88 | ||||
| 2025-04-23 | 13F | 库珀投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 全球股票系列初始类别 | 1,316 | -1.05 | 360 | 13.61 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 3,472 | -6.62 | 948 | 7.12 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -59,257 | -16,190 | |||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,160 | 103.20 | 590 | 133.20 | ||||
| 2025-03-28 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 13,600 | -28.94 | 3,952 | -20.58 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 24,704 | 6,749 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 34,414 | 5.45 | 9,402 | 20.96 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,278 | 18.97 | 1,169 | 36.45 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 3,005 | 0.50 | 821 | 8.90 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 4,394 | 2.86 | 1,201 | 17.99 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 418 | -28.67 | 114 | -17.99 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 500 | -4.76 | 137 | 8.80 | ||||
| 2025-07-25 | NP | RPMMX - Reinhart 中型 PMV 基金投资者类别 | 4,680 | 1,235 | ||||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 3,347 | -1.62 | 799 | -19.23 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 1,180 | -5.45 | 322 | 8.42 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,732 | 5.29 | 3,753 | -13.55 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 9,569 | 40.16 | 2,614 | 60.76 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 67,098 | 0.07 | 18,257 | 16.16 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 750 | -6.02 | 205 | 7.37 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 46 | 0.00 | 13 | 20.00 | ||||
| 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 | 1,871 | 23.91 | 446 | 1.83 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 49 | 13 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 65,019 | 0.00 | 17,764 | 14.70 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 3,637 | 0.00 | 960 | -5.89 | ||||
| 2025-04-22 | 13F | 资本财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,559 | -10.97 | 411 | -16.29 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 197 | -18.60 | 54 | -5.26 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 25,311 | 0.15 | 6,915 | 14.87 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 178 | -6.32 | 43 | -23.64 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 52,543 | 0.03 | 14,355 | 14.74 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 49,167 | -1.13 | 12,972 | -6.99 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 6,893 | -38.38 | 1,883 | -29.32 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 90 | 0.00 | 25 | 14.29 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,492 | 408 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,293 | 3.52 | 360 | 23.37 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 24 | 0.00 | 7 | 20.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,754 | 0.00 | 27,527 | 14.70 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 595 | -2.62 | 163 | 11.72 | ||||
| 2025-04-24 | 13F | 新月格罗夫顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 65,205 | 1.38 | 17,203 | -4.63 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 144,115 | -3.54 | 39,374 | 10.64 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,460 | 2.13 | 913 | 12.87 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,766 | 8.34 | 756 | 24.18 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 86,677 | -39.17 | 23,681 | -30.23 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 克拉尔顾问有限责任公司 | 3,600 | 0.00 | 984 | 14.70 | ||||
| 2025-05-14 | 13F | 法国集团 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 138,415 | 2.24 | 37,816 | 17.27 | ||||
| 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 | 13,400 | -26.37 | 3,535 | -30.74 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 746 | 204 | ||||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,555,634 | -4.91 | 425,015 | 9.07 | ||||
| 2025-05-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 9,987 | 7.53 | 2,729 | 5.33 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 2,476 | 7.00 | 676 | 22.69 | ||||
| 2025-06-26 | NP | FCNAX - 富达顾问非必需消费品基金 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 | 34,449 | -5.23 | 8,219 | -22.19 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 2,436 | 666 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 15,551 | -10.71 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 91 | 0.00 | 25 | |||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 5,171 | 1,471 | ||||||
| 2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 4,425 | 0.00 | 1,209 | 14.61 | ||||
| 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 | 3,614 | 0.58 | 953 | -5.36 | ||||
| 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 | 7,262 | 1.52 | 1,733 | -16.65 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 0 | 0 | ||||||
| 2025-08-06 | 13F | 双创资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 37,508 | -2.09 | 10,248 | 12.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 295 | -4.22 | 81 | 9.59 | ||||
| 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 | 472,800 | -0.42 | 124,739 | -6.32 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 507 | -8.15 | 139 | 3.76 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 7,501 | 0.00 | 2,049 | 14.73 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 1,697 | -55.81 | 464 | -49.34 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 237 | -25.47 | 63 | -30.34 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 10,614 | -2.55 | 2,532 | -20.00 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,937 | 0.00 | 12,630 | -17.90 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 103,926 | -2.86 | 28 | 12.00 | ||||
| 2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 132,002 | 0.00 | 31,493 | -17.90 | ||||
| 2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - 休闲基金可变年金 | 440 | 5.01 | 120 | 21.21 | ||||
| 2025-06-23 | NP | EDIAX - 伊顿万斯全球收益构建基金 A 级 | 2,224 | -1.81 | 531 | -19.45 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 5,854 | 35.17 | 1,599 | 55.09 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 6,143 | 0.00 | 1,678 | 14.70 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 224 | 59 | ||||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 269 | 73 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 9,509 | -45.66 | 2,598 | -37.69 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,907 | 22.17 | 521 | 19.54 | ||||
| 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 | 68,591 | -0.37 | 16,364 | -18.20 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 1,728,397 | -0.13 | 412,361 | -18.00 | ||||
| 2025-08-15 | 13F/A | 莫内科顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 1,194 | 0.00 | 326 | 14.79 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 1,179 | 322 | ||||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 681 | 0.00 | 180 | -5.79 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 1,360 | -0.44 | 371 | 14.15 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 258 | 0.00 | 70 | 14.75 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 1,272 | 0.00 | 348 | 14.90 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 19,088 | 2.39 | 5,215 | 17.45 | ||||
| 2025-05-15 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 734 | 201 | ||||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-11 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 71,319 | 1.49 | 19 | 18.75 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 6,452,350 | 1.48 | 1,762,847 | 16.39 | ||||
| 2025-04-01 | NP | QYLE - Global X 纳斯达克 100 ESG 备兑看涨 ETF | 64 | -3.03 | 19 | 5.88 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 6,552 | -8.39 | 1,790 | 5.05 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 99,610 | -3.18 | 27,214 | 11.05 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 64 | 0.00 | 17 | 13.33 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 15 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 2,752 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 18,531 | 4.89 | 5,063 | 20.29 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 719 | 0.00 | 172 | -17.79 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 9,124 | 0.00 | 2,177 | -17.92 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 7,679 | -6.33 | 2,098 | 7.43 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,054 | 6,932 | ||||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 283 | 80.25 | 77 | 108.11 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 61,182 | -0.88 | 16,716 | 13.68 | ||||
| 2025-07-16 | 13F | 钻石资产管理公司 | 1,500 | 0.00 | 410 | 14.57 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 107,000 | 20.22 | 29,233 | 37.90 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 131,500 | 3.87 | 35,927 | 19.14 | |||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 82 | 22 | ||||||
| 2025-08-26 | NP | TLRSX - 房地产证券基金 | 1,300 | -18.75 | 355 | -6.82 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 3,600 | -77.64 | 984 | -74.37 | |||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 29,578 | 0.00 | 8,081 | 14.71 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 700 | -97.99 | 191 | -97.70 | |||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 576,892 | 11.13 | 137,635 | -8.76 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 2,876 | 94.59 | 786 | 123.01 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 600 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,147 | 6.60 | 587 | 22.34 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -154 | -42 | |||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 59,864 | -0.17 | 16,355 | 14.51 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 7,753 | 154,960.00 | 2,118 | 211,700.00 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 7,164 | -3.71 | 1,957 | 10.44 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 9,964 | -50.45 | 2,726 | -43.11 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 1,900 | -87.42 | 520 | -85.57 | |||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 216,102 | 1.08 | 59,041 | 15.93 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 31,700 | -62.22 | 8,672 | -56.61 | |||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,983 | -2.22 | 542 | 12.01 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,584 | -1.86 | 0 | |||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 964 | -59.46 | 263 | -53.53 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 12,676 | 4.42 | 3,463 | 19.75 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 41,068 | 4.54 | 11 | 22.22 | ||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 183,293 | -11.70 | 50,078 | 1.28 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,706 | -3.07 | 466 | 10.98 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,566 | 18.95 | 974 | 36.41 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 3,792 | -20.87 | 1,000 | -25.54 | ||||
| 2025-05-13 | 13F | 时刻合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 626 | -15.52 | 171 | -16.99 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 118,044 | 13.15 | 32,251 | 29.78 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 9,377 | -2.72 | 2,562 | 11.59 | ||||
| 2025-06-27 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 102,500 | 43.36 | 24,454 | 17.70 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 174 | -49.86 | 48 | -42.68 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 734 | 0.00 | 201 | 14.94 | ||||
| 2025-07-07 | 13F | 西联银行 | 18,930 | 2.27 | 5,172 | 17.28 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 1,214 | -4.18 | 332 | 9.97 | ||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 4,998 | -11.19 | 1,192 | -27.09 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 6,236 | 3.93 | 1,645 | -2.20 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 75 | 0.00 | 20 | 11.76 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 2,344 | 16.44 | 618 | 9.57 | ||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 1,156 | -5.56 | 316 | 8.25 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 45,692 | -1.62 | 12,484 | 12.84 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 593,901 | 2.84 | 162,260 | 17.96 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 928,909 | 26.72 | 253,787 | 45.34 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 25,592 | -33.43 | 6,992 | -23.65 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金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 | 56,000 | 0.00 | 15,300 | 14.69 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 91,100 | -49.75 | 24,889 | -42.37 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 15,300 | -44.77 | 4,180 | -36.65 | |||
| 2025-08-08 | 13F | Gts 证券有限公司 | 964 | 263 | ||||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 104,360 | 28,512 | ||||||
| 2025-08-26 | NP | PORIX - Trillium ESG 全球股票基金机构股份 | 27,613 | -3.18 | 7,544 | 11.06 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 6 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 9,502 | -6.11 | 2,596 | 7.72 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 1,705 | -1.50 | 466 | 12.86 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,001 | 0.70 | 273 | 15.68 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 11,444 | 4.18 | 3,019 | -1.98 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,232 | 0.33 | 337 | 15.07 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 11,870 | 0.00 | 3,243 | 14.72 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 60,062 | -0.77 | 16,410 | 13.81 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 7,539 | 36.92 | 2,060 | 54.70 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 838 | -3.90 | 229 | 10.14 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 18,209 | -1.82 | 4,344 | -19.39 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 128,692 | 0.26 | 35,160 | 14.99 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 2,313 | -50.59 | 632 | -43.41 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 34,514 | 1.37 | 9,430 | 16.26 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,752 | -0.51 | 479 | 14.08 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 508,942 | 4.05 | 139,045 | 19.95 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,836 | -3.11 | 502 | 11.09 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 5,567 | 0.74 | 1,521 | 15.50 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 10,579 | 1.19 | 2,890 | 16.06 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 452,169 | -3.97 | 119,296 | -9.66 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 60,250 | 15.87 | 16,461 | 32.89 | ||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth 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 | 73,297 | -3.77 | 17,487 | -20.99 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 118 | 16.83 | 32 | 33.33 | ||||
| 2025-06-27 | NP | TWCIX - 选择基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 79,800 | 19,039 | ||||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 723 | 0.00 | 203 | -3.35 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 12,502 | 24.15 | 3,416 | 42.41 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 5 | 1 | ||||||
| 2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 212 | -72.92 | 50 | -67.32 | ||||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 29,567 | -2.88 | 8,078 | 11.41 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 4,600 | 0.00 | 1,257 | 14.70 | ||||
| 2025-03-26 | NP | CRCRX - MainStay CBRE 房地产基金 C 级 | 12,054 | 69.01 | 3,503 | 116.04 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 351 | 19.39 | 96 | 35.71 | ||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 4,394 | 17.05 | 1,200 | 34.23 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 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 | 52,116 | -0.83 | 14,239 | 13.75 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 648 | -7.03 | 177 | 6.63 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 15,461 | 2.60 | 4,224 | 17.69 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,765 | 0.00 | 482 | 18.77 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,906 | 1.64 | 4,724 | -4.37 | ||||
| 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 | 50,427 | -0.98 | 13,777 | 13.58 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,289 | 15.73 | 8,519 | 8.87 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 5,071 | -0.14 | 1,385 | 14.56 | ||||
| 2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 122,410 | 13.13 | 33,444 | 29.76 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 716 | 154.80 | 189 | 141.03 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 44,777 | 46.69 | 12,234 | 68.27 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 753 | 206 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,803 | 3.92 | 493 | 19.13 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 5,102 | -9.10 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,762 | -74.85 | 755 | -72.38 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 4,025 | -1.13 | 1,100 | 13.42 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 12,301 | 201.42 | 3,361 | 245.68 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 8,802 | 1,183.09 | 2,405 | 1,374.85 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 126,680 | -1.69 | 34,610 | 12.76 | ||||
| 2025-07-30 | NP | LEXI - Alexis 实用战术 ETF | 2,624 | -12.94 | 692 | -18.11 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 702 | 3.85 | 192 | 18.63 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 5,600 | 0.00 | 1,530 | 14.70 | ||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 2,826,912 | -2.76 | 745,824 | -8.52 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 660,569 | -19.23 | 180,474 | -8.72 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 300 | -1.64 | 79 | -7.06 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 3,572 | -14.32 | 976 | -1.81 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 124 | 8.77 | 30 | -6.45 | ||||
| 2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 88 | 2.33 | 26 | 13.64 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 2,242 | 613 | ||||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 49,078 | 0.00 | 11,709 | -17.89 | ||||
| 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 | 4,095 | 43.84 | 1,119 | 64.90 | ||||
| 2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 450,714 | 1.27 | 123,140 | 16.15 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 802 | -45.81 | 191 | -55.58 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 1,541 | 0.00 | 421 | 14.71 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 133 | 0.00 | 36 | 16.13 | ||||
| 2025-08-28 | NP | WMKGX - WesMark 成长基金 | 13,800 | 0.00 | 3,770 | 14.69 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -99 | -27 | |||||
| 2025-05-13 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 9,067 | -49.26 | 2,477 | -41.80 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 11,849 | -10.26 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 2,615 | 6.39 | 714 | 22.05 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 4,457 | 3,382.03 | 1,063 | 2,772.97 | ||||
| 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 | 51,840 | 2.78 | 14,163 | 17.89 | ||||
| 2025-06-25 | NP | IQRA-IQ CBRE 实物资产 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 80,355 | 16.87 | 21,954 | 34.05 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 2,355 | 0.00 | 643 | 14.82 | ||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 8,307 | 0.00 | 2,270 | 14.71 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 1,670 | 13.53 | 456 | 30.29 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 3,463 | 0.00 | 946 | 14.81 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,260 | -4.98 | 344 | 9.21 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 104,230 | -8.57 | 28,477 | 3.32 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 61,400 | -1.29 | 16,775 | 13.22 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,702 | 0.00 | 465 | 14.81 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 103,274 | -0.98 | 28,215 | 13.57 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 191,824 | 11.68 | 52,408 | 28.10 | ||||
| 2025-08-26 | NP | Profunds - Profunds 消费者服务副总裁 | 1,146 | -4.02 | 313 | 10.21 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 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 | 96,250 | 20.69 | 25,394 | 13.54 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 3,200 | 874 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 40,316 | 1.19 | 9,619 | -16.92 | ||||
| 2025-07-18 | 13F | 马克财富有限责任公司 | 818 | 223 | ||||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 4,141 | 7.47 | 1,131 | 23.34 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 1,146 | -2.80 | 313 | 11.79 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 66,780 | 18,245 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 3,813 | 0.39 | 1,042 | 15.15 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,786 | 488 | ||||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 877 | 0.11 | 239 | 14.90 | ||||
| 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 | 10,607 | -6.90 | 2,798 | -12.43 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,462 | 1.61 | 673 | 16.46 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 834 | 228 | ||||||
| 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 | 154 | 2,980.00 | 37 | 3,500.00 | ||||
| 2025-06-10 | 13F/A | 布鲁克菲尔德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 4,637 | 11.65 | 1,267 | 28.01 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 8,125 | 1.89 | 2,144 | -4.16 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 6,286 | 2.56 | 1,717 | 17.68 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 60 | 0.00 | 16 | 14.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 42,591 | 16.51 | 11,636 | 33.64 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Put | 55 | 14.89 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 7,959 | 4.57 | 2,174 | 19.98 | ||||
| 2025-06-27 | NP | 想要 - Direxion 每日非必需消费品牛市 3 倍股票 | 763 | -28.42 | 182 | -41.10 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,685,432 | -1.42 | 460,477 | 13.07 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 56 | 3.70 | 15 | 25.00 | ||||
| 2025-08-14 | 13F | Sirios 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 13,075 | -4.23 | 3,572 | 9.87 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 887 | -45.68 | 242 | -37.63 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 4,916 | -62.94 | 1,343 | -57.52 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 5,403 | 263.59 | 1,476 | 318.13 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 740 | 202 | ||||||
| 2025-08-14 | 13F | 犹他州退休系统 | 37,375 | -0.28 | 10,211 | 14.38 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 11,225 | -7.99 | 3,067 | 5.51 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 7,552 | -50.44 | 2,063 | -43.15 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,755,854 | 0.28 | 1,299,347 | 15.02 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 10,038 | 13.60 | 2,743 | 11.28 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 193,641 | -3.36 | 52,905 | 10.85 | ||||
| 2025-05-15 | 13F | 创业板地产资本 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 444,931 | -0.70 | 121,560 | 13.90 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 30,632 | 8,369 | ||||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 791 | 220 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,195 | 47.75 | 1,419 | 69.53 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,354 | 18.41 | 643 | 35.94 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 3,325 | -4.23 | 908 | 9.79 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 6,997 | 5.20 | 1,912 | 20.64 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 2,318 | -5.16 | 633 | 8.76 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 4,624 | 2.60 | 1,263 | 17.71 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 16,017 | 20.04 | 4,226 | 12.91 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 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 | 1,482 | 10.43 | 391 | 3.72 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 143,961 | 1.89 | 37,981 | -4.14 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 93 | 1.09 | 25 | 13.64 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 11,877 | -1.93 | 3,245 | 12.48 | ||||
| 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 | 2,757,150 | -0.50 | 753,281 | 14.13 | ||||
| 2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 21,500 | 6.44 | 5,874 | 22.10 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 13,100 | 4.80 | 3,579 | 20.22 | |||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 12,829 | -4.04 | 3,505 | 10.08 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 15,238 | -43.88 | 4,163 | -35.63 | ||||
| 2025-08-08 | 13F | 詹森投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 2 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 9,380 | -21.63 | 2,563 | -10.14 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 60,400 | 31.30 | 16,502 | 50.60 | |||
| 2025-08-05 | 13F | TSFG有限公司 | 632 | 0.16 | 0 | |||||
| 2025-08-11 | 13F | 花旗集团 | 361,504 | 0.32 | 98,767 | 15.06 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 1,327 | -0.60 | 372 | -3.38 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 198,882 | -9.57 | 54,337 | 3.72 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 750 | -60.53 | 205 | -61.44 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 107,500 | 74.80 | 29,370 | 100.49 | |||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 4,598 | 24.00 | 1,256 | 42.24 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 135 | 0.00 | 37 | 12.50 | ||||
| 2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 167 | -25.45 | 46 | -15.09 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 4,508 | -62.70 | 1,232 | -57.23 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 206 | -22.26 | 49 | -32.88 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 5,168 | 1.08 | 1,412 | 15.94 | ||||
| 2025-06-26 | NP | FIFNX - 富达创始人基金 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 | 4,907 | -29.92 | 1,171 | -42.48 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 19,040 | -1.12 | 5,202 | 13.41 | ||||
| 2025-08-14 | 13F | 安盛公司 | 126,952 | 25.34 | 34,685 | 43.76 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 4,954 | 0.00 | 1,353 | 14.66 | ||||
| 2025-08-14 | 13F | 道富银行 | 9,488,566 | 1.23 | 2,592,371 | 16.10 | ||||
| 2025-05-29 | NP | MMRFX - MassMutual Select T. Rowe Price 实物资产基金 I 类 | 327 | -85.79 | 78 | -88.01 | ||||
| 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 | 1,793 | 0.00 | 473 | -5.78 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 909 | -4.72 | 248 | 9.25 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 59,529 | -1.92 | 16,264 | 12.50 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 6,927 | 1,893 | ||||||
| 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 | 42,322 | 1.99 | 11,563 | 16.98 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,440 | 0.00 | 393 | 14.58 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,598 | 4.51 | 437 | 19.78 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 13,788 | 0.00 | 3,767 | 14.71 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 9,213 | 4.66 | 2,517 | 20.09 | ||||
| 2025-07-29 | 13F | Cohalo咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 5 | -37.50 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 1,529 | -3.04 | 418 | 11.20 | ||||
| 2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 2,431 | 0.25 | 664 | 15.08 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 16,766 | -79.48 | 4,581 | -76.47 | ||||
| 2025-08-15 | 13F | FFT财富管理有限公司 | 2,630 | 0.00 | 685 | 9.42 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 194,214 | 5.31 | 53,064 | 20.80 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 356,267 | -8.44 | 97,336 | 5.01 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 94 | 9.30 | 26 | 25.00 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 365 | 0.00 | 100 | 15.12 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 779 | 213 | ||||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 32 | 0.00 | 9 | 14.29 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 1,221 | -31.56 | 291 | -43.82 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 8,811 | 0.00 | 2,407 | 3.57 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 277 | 0.00 | 76 | 15.38 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 25,874 | 5.71 | 6,882 | 18.63 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 132,505 | -2.66 | 36,202 | 11.65 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 11,515 | 56.43 | 2,743 | 33.61 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,919 | -0.31 | 524 | 14.41 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 22,887 | 0.00 | 6,253 | 14.69 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 776 | -9.56 | 212 | 3.92 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 17,339 | -0.36 | 4,737 | 14.31 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 22,500 | 95.65 | 5,368 | 60.67 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,363 | 0.00 | 372 | -2.11 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 588 | -7.11 | 161 | 6.67 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,495 | 7.37 | 922 | 1.10 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 88 | 1.15 | 24 | 20.00 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 62 | 0.00 | 17 | 14.29 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,242 | -0.84 | 1 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 840 | 229 | ||||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 72,820 | -3.48 | 19,895 | 10.71 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 845 | 231 | ||||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 3,190 | 0.22 | 872 | 14.91 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 26 | 0.00 | 7 | 16.67 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 5,455 | 0.09 | 1,490 | 14.79 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 5,167 | 197.98 | 1,412 | 241.65 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155 | 17.42 | 37 | 0.00 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 48 | 20.00 | 13 | 44.44 | ||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 2,494 | -29.90 | 658 | -20.07 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 4,451 | 1.48 | 1,216 | 16.48 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 21,848 | -1.79 | 5,764 | -7.60 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 296 | 6.47 | 78 | 1.30 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,618 | -0.50 | 1,010 | 23.47 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 121,834 | 7.60 | 32,143 | 1.22 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,814 | -0.42 | 769 | 14.12 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 257 | -5.51 | 61 | -22.78 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,903 | -2.45 | 793 | 12.01 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,354 | 1.65 | 370 | 16.40 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 750 | 205 | ||||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 2,573 | -16.92 | 703 | -4.75 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAJMX - 房地产证券信托资产净值 | 23,305 | 14.40 | 6,367 | 31.22 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 24,000 | 6,557 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 5,800 | 141.67 | 1,585 | 177.41 | |||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 189 | 0.00 | 52 | 13.33 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 17,453 | 13.36 | 4,768 | 30.02 | ||||
| 2025-07-22 | 13F | 戴维财富管理有限公司 | 3,854 | 0.00 | 1,053 | 14.71 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 1,175 | 0.00 | 321 | 15.05 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 53 | 0.00 | 14 | 16.67 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | 6,088 | 90.55 | 1,663 | 118.53 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 3 | 0.00 | 1 | |||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 32,339 | 0.00 | 8,835 | 14.70 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 30 | 8 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 15 | 4 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,968 | 14.75 | 1,575 | 7.96 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 251,072 | 0.39 | 69 | 15.25 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 3,575 | 978 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 2,031 | 22,466.67 | 555 | 27,600.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 16,416 | 0.23 | 4,485 | 14.97 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 5,000 | 212.50 | 1,366 | 258.53 | |||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 634,516 | 11.43 | 173,356 | 27.81 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 90,572 | 8.78 | 21,609 | -10.69 | ||||
| 2025-07-17 | 13F | 约翰逊比克斯比有限公司 | 1,832 | 0.00 | 501 | 14.68 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 3,407 | -8.22 | 931 | 5.20 | ||||
| 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 | 314,828 | 11.61 | 86,014 | 28.02 | ||||
| 2025-08-28 | NP | XLY - 非必需消费品精选行业 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 | 1,327,449 | 2.22 | 362,672 | 17.24 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 104 | 0.00 | 0 | |||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 6,812 | -1.48 | 1,625 | -19.11 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 6,564 | 37.41 | 1,793 | 57.70 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 136,470 | -3.91 | 37,285 | 10.21 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 4,660 | -28.42 | 1,273 | -17.87 | ||||
| 2025-08-27 | NP | 卡尔弗特管理系列 - 卡尔弗特全球股票基金 I 类 | 840 | 0.00 | 229 | 14.50 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,035 | 6.70 | 247 | -12.46 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 897 | 245 | ||||||
| 2025-07-29 | 13F | 财富流顾问公司 | 2,352 | 2.08 | 643 | 17.15 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 796 | 217 | ||||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 82,355 | -5.79 | 22,500 | 8.05 | ||||
| 2025-08-26 | NP | PGLOX - T. Rowe Price 全球消费者基金 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 | 396 | -1.98 | 108 | 12.50 | ||||
| 2025-05-05 | NP | PRCS-帕纳索斯核心精选 ETF | 1,394 | 583.33 | 332 | 492.86 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 1,481 | -9.14 | 412 | 4.05 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 44,478 | -0.18 | 12,152 | 14.48 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 3,224 | 0.06 | 881 | 14.73 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 13,700 | 42.50 | 3,743 | 63.41 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 3,480 | -39.39 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 1,251 | 0.00 | 342 | 14.81 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 6,953 | -12.09 | 2 | 0.00 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 872 | 57.97 | 208 | 66.40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,390 | 82.88 | 3,112 | 110.77 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 969 | 0.00 | 265 | 14.78 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,700 | 20.23 | 464 | 38.10 | ||||
| 2025-06-26 | NP | FOCPX - 富达场外交易投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,103 | 0.00 | 10,045 | -17.90 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 2,766 | 0.00 | 756 | 14.74 | ||||
| 2025-08-28 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 66,795 | -10.98 | 18,249 | 2.11 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 160 | 0.00 | 44 | 13.16 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 20,445 | -6.25 | 4,878 | -23.03 | ||||
| 2025-08-14 | 13F | 采石场LP | 823 | -79.03 | 225 | -76.02 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - VIRTUS 战略配置系列 A 类 | 2,379 | -3.53 | 650 | 10.56 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 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 | 2,367 | -9.07 | 624 | -14.52 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,407 | 64.64 | 658 | 88.79 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 62,171 | 28.22 | 16,986 | 47.07 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 10,224 | -0.43 | 2,793 | 14.23 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 1,066 | 14.76 | |||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 801 | -13.03 | 219 | -0.46 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 5,869 | 1,603 | ||||||
| 2025-05-30 | NP | PRAFX - T. Rowe Price 实物资产基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,522 | -59.26 | 7,747 | -65.21 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 181 | 10.37 | 43 | -8.51 | ||||
| 2025-05-15 | 13F | 加拿大皇家银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | STF管理有限合伙人 | 4,341 | 2.26 | 1,186 | 17.31 | ||||
| 2025-04-22 | 13F | 瑞穗证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 89,150 | 0.77 | 24,357 | 15.58 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 641 | 0.00 | 153 | 0.00 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 433,162 | -23.21 | 118,344 | -11.92 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -169 | -17,000.00 | ||||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 952 | -30.26 | 227 | -42.68 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,394 | -12.24 | 654 | 0.77 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 1,229 | -0.81 | 324 | -6.63 | ||||
| 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 | 12,600 | 0.00 | 3,534 | -2.99 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 10,280 | 0.00 | 2,809 | 14.71 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 12,979 | 3,546 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 7,720 | 38.38 | 2,109 | 58.81 | ||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 1,000 | 0.00 | 273 | 14.71 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 2,675 | 0.41 | 731 | 15.14 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 14,159 | 10.41 | 3,868 | 26.65 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -20,674 | -5,648 | |||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 1,765 | 0.23 | 482 | 15.04 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 2,265 | 21.12 | 619 | 38.88 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,547 | 5.90 | 696 | 21.50 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,513 | -8.64 | 413 | -2.59 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 1,373 | 0.00 | 375 | 14.68 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 20 | 5.26 | 5 | 25.00 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 10,940 | -2.02 | 3,042 | 14.40 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 2,720 | 0.00 | 743 | 14.84 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 911 | -0.87 | 249 | 13.76 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 304,274 | -0.08 | 80,277 | -6.00 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 1,838 | 1.88 | 502 | 17.02 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 6,253 | -12.05 | 1,708 | 0.89 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 1,365 | 1.64 | 373 | 16.61 | ||||
| 2025-04-18 | 13F | 昌盛财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 2,142 | 11.16 | 510 | -5.03 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 3,030 | 45.18 | 723 | 19.14 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 41 | 0.00 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 82 | 14.08 | |||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 300 | -2.60 | 82 | 10.96 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 19,160 | 12.82 | 5,235 | 29.39 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 217 | 0.00 | 59 | 15.69 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 85 | 18.06 | 23 | 35.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 12,615 | 3,447 | ||||||
| 2025-05-06 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 2,003 | 0.00 | 547 | 14.68 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 1,865 | -10.12 | 510 | 3.04 | ||||
| 2025-08-13 | 13F | 平衡财富集团有限公司 | 3,404 | -3.38 | 898 | 6.91 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 85,897 | -2.79 | 23,468 | 11.50 | ||||
| 2025-08-06 | 13F | 南州公司 | 56 | -13.85 | 15 | 0.00 | ||||
| 2025-07-09 | 13F | 肖尔点顾问有限责任公司 | 1,142 | 0.00 | 312 | 14.71 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 876 | 239 | ||||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 40,509 | -1.67 | 9,649 | -16.03 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 100 | 0.00 | 27 | 17.39 | ||||
| 2025-04-24 | NP | EQRR - ProShares 利率上涨股票 ETF | 843 | 11.36 | 236 | 8.26 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 39,993 | 161.63 | 10,926 | 200.08 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 4,256 | 0.00 | 1,163 | 14.71 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 35 | -37.50 | 10 | -30.77 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 1,780 | 0.23 | 486 | 14.89 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 112 | -1.75 | 0 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | Put | 2 | 0 | |||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 6,594 | 0.00 | 1,802 | 14.71 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 6,010 | 4.03 | 1,434 | -14.60 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,100 | -26.71 | 12,595 | -15.94 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 807 | 220 | ||||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 36,079 | -19.55 | 9,857 | -7.73 | ||||
| 2025-05-15 | 13F | 白骑士战略财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 1,052 | 0.00 | 287 | 14.80 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 109 | -6.03 | 30 | 7.41 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 40,811 | 11,150 | ||||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 3,307 | -73.67 | 919 | -69.30 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 200 | -44.44 | 55 | -36.47 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 1,328 | 0.00 | 363 | 14.56 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,330,656 | 5.02 | 1,183,178 | 20.45 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 4,342 | -2.43 | 1,186 | 11.99 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 598 | 0.00 | 163 | 14.79 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 922 | 8.34 | 252 | 24.26 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 3,054 | 0.00 | 834 | 14.72 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 1,867 | 0.00 | 510 | 14.86 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 20 | 0.00 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 2,966 | -8.09 | 810 | 5.47 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 22 | 6 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 48,426 | 0.00 | 13,230 | 14.69 | ||||
| 2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 1,377 | -6.77 | 376 | 7.12 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 530 | -1.85 | 145 | 12.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,085 | -9.36 | 296 | 3.86 | ||||
| 2025-04-11 | 13F | 保障金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,691,023 | -3.33 | 735,214 | 10.88 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 1,580 | -36.29 | 376 | -45.59 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 3,650 | 0.00 | 1 | |||||
| 2025-06-30 | NP | QTR - Global X 纳斯达克 100 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 | 44 | -29.03 | 10 | -44.44 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 20,884 | -41.38 | 5,706 | -32.77 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 10,652 | -6.54 | 2,910 | 7.22 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4,766 | 0.06 | 1,325 | 16.84 |
