机构投资人持股和股东
Merck & Co., Inc. (AT:MRK) 有 4878 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 2,259,286,706 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Wellington Management Group Llp, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Charles Schwab Investment Management Inc, Morgan Stanley, and Norges Bank .
Merck & Co., Inc. (WBAG:MRK)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 72.30 / share. Previously, on May 9, 2025, the share price was 69.00 / share. This represents an increase of 4.78% 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 | INGIX - Voya 美国股票指数投资组合 I 类 | 203,897 | 4.44 | 16,140 | -7.90 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 3,283 | 13.87 | 260 | 0.39 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 12,159 | -44.53 | 962 | -51.09 | ||||
| 2025-06-27 | NP | SMRI - Bushido Capital 美国股票 ETF | 94,662 | 18.77 | 8,065 | 2.41 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 8,407 | 0.00 | 666 | -11.80 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 2,922 | -2.86 | 231 | -14.13 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ERn 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 46,479 | 4.25 | 3,679 | -8.07 | ||||
| 2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 179,702 | 0.00 | 13,808 | -16.70 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 600 | -23.18 | 51 | -33.77 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 42 | 3 | ||||||
| 2025-04-17 | 13F | 富通顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 20,153 | 8.49 | 1,595 | -4.32 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 8,931 | -1.47 | 761 | -15.08 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 5,081,194 | 24.40 | 432,918 | 7.25 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 106,577 | -30.33 | 8,437 | -38.56 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 2,778 | -70.31 | 0 | |||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 157,927 | 13.72 | 12,502 | 0.29 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I | 201,158 | -1.26 | 15,924 | -12.92 | ||||
| 2025-03-28 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 12,272 | -81.07 | 1,213 | -81.73 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 1,596 | 32.89 | 129 | 40.66 | ||||
| 2025-05-02 | 13F | 康科德资产管理有限公司/VA | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 445,672 | 2.00 | 37,971 | -12.06 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林互助全球发现 VIP 基金 1 级 | 105,523 | 43.51 | 8,353 | 26.56 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 1,333 | 1.06 | 106 | -11.02 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 12,841 | -8.27 | 1,016 | -19.11 | ||||
| 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 | 32,157 | 414.43 | 2,740 | 263.26 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 82,122 | -0.47 | 6,997 | -14.19 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 763,993 | -1.18 | 60,490 | -12.78 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 13,719 | -18.13 | 1,086 | -27.86 | ||||
| 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 | 758,263 | 0.42 | 64,604 | -13.42 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 13,315 | 354.59 | 1,089 | 315.65 | ||||
| 2025-08-11 | 13F | 持久资产合伙有限公司 | 4,647 | 368 | ||||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 4,206 | 5.73 | 336 | -6.67 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 382,066 | 10.84 | 30,244 | -2.25 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 52,942 | -75.16 | 4,191 | -78.10 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 6,300 | 0.00 | 537 | -13.83 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 335,800 | 114.71 | 26,582 | 89.35 | |||
| 2025-05-27 | NP | FTCS - First Trust Capital Strength ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,731,915 | 9.72 | 155,457 | -4.34 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 111,826 | -0.70 | 8,852 | -12.43 | ||||
| 2025-08-14 | 13F | 图里姆 21 投资有限公司。 | 1,200 | 0.00 | 95 | -12.15 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 1,662,739 | 0.96 | 134,566 | -8.97 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 39,293 | -10.42 | 3,110 | -21.01 | ||||
| 2025-05-05 | 13F | JMG金融集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-27 | NP | BTBFX - 波士顿信托资产管理基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 299,300 | 271.34 | 23,693 | 227.51 | |||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 108 | 8 | ||||||
| 2025-07-14 | 13F | 种子财富管理公司 | 3,747 | 0.32 | 297 | -11.64 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 26,305 | -7.82 | 2,082 | -18.70 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 4,152 | -4.04 | 329 | -15.46 | ||||
| 2025-04-25 | 13F | 联合财富合伙人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 718 | 0.00 | 57 | -12.31 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 13,049 | 0.20 | 1,033 | -11.64 | ||||
| 2025-05-29 | NP | ABALX - 美国平衡基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 3,270 | 3.78 | 259 | -8.51 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 3,051 | 242 | ||||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 130,168 | -18.38 | 11,090 | -29.63 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 43,465 | 1.90 | 3,441 | -10.14 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 1,503 | -2.66 | 119 | -13.77 | ||||
| 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 | 339 | -5.04 | 27 | -18.75 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 3,310 | 463.88 | 254 | 370.37 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 21,732 | -27.10 | 1,720 | -35.70 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 7,745 | -6.98 | 613 | -17.94 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 69,673 | 9.99 | 5,354 | -8.39 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 3,202 | 254.99 | 253 | 216.25 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 6,706 | 119.80 | 531 | 94.14 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 169 | -62.02 | 13 | -66.67 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 5,625 | 20.14 | 445 | 5.95 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 42 | -8.70 | 3 | -25.00 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 68,027 | 0.62 | 5,796 | -13.26 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 4,518 | 450.30 | 358 | 389.04 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 224,347 | -22.11 | 19,114 | -32.85 | ||||
| 2025-05-20 | NP | NICSX - 尼古拉斯基金公司 | 596,467 | 0.00 | 53,539 | -9.77 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 22,086 | 202.18 | 1,748 | 166.46 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 11,195 | -15.84 | 886 | -25.73 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 4,800 | 380 | ||||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 2,870 | 11.07 | 227 | -1.73 | ||||
| 2025-03-31 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 5,630,619 | 14.60 | 556,418 | 10.68 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 87,195 | -2.66 | 6,700 | -18.92 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 50,540 | 10.52 | 4,001 | -2.53 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 4,788 | -7.73 | 379 | -18.49 | ||||
| 2025-05-15 | 13F | 维斯塔点资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 利普和道尔顿 | 10,666 | -1.80 | 1 | |||||
| 2025-07-28 | 13F | Copia财富管理 | 227 | 0.00 | 18 | -15.00 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 18,052 | 16.62 | 1,429 | 2.81 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 5,102 | -6.18 | 404 | -17.42 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 167,912 | -2.21 | 13,292 | -13.76 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 50,709 | -14.00 | 4,014 | -24.15 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 9,206 | 729 | -47.21 | |||||
| 2025-03-27 | NP | CABDX - AB 相对价值基金公司 A 类 | 177,688 | -30.07 | 17,559 | -32.46 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 12,494 | 5.33 | 989 | -7.05 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 180,712 | 95.40 | 14,305 | 72.33 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 5,597 | 0.00 | 443 | -11.75 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 11,444 | 0.02 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 12,140 | 0.00 | 1 | -100.00 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 3,525 | -31.35 | 279 | -39.35 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 12,666 | -2.89 | 1,003 | -14.36 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 113,254 | 39.95 | 8,965 | 23.43 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 13,523 | 1,070 | ||||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 15,100 | 0.00 | 1,195 | -11.81 | ||||
| 2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 438,271 | 72.98 | 33,677 | 44.08 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 7,578 | 0.00 | 600 | -11.91 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 11,609 | -21.22 | 989 | -32.07 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 6,957 | -0.70 | 551 | -12.42 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 29,329 | -11.79 | 2,254 | -26.54 | ||||
| 2025-05-12 | 13F | 绿地资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 64,576 | 44.67 | 5,112 | 27.58 | ||||
| 2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 62 | 0.00 | 5 | -20.00 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 15,598 | -1.78 | 1,235 | -13.40 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 295,873 | -0.30 | 26,558 | -10.04 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 11,441 | -9.23 | 906 | -19.98 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 4,025 | -98.35 | 319 | -98.54 | ||||
| 2025-05-14 | 13F | 第一威尔希尔证券管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 285,720 | 2.65 | 22,618 | -9.47 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 266,885 | -4.90 | 21,127 | -16.13 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 7,242 | 5.99 | 573 | -6.53 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 165 | 0.00 | 14 | -12.50 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 4,275 | -0.56 | 338 | -12.21 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 95,292 | -2.33 | 7,543 | -13.86 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 7,899 | -26.55 | 607 | -38.91 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 5,716 | -4.24 | 452 | -15.51 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 6,975 | -0.11 | 552 | -11.82 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,759 | -80.50 | 298 | -82.83 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 88 | -5.38 | 7 | -14.29 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 95,899 | -2.83 | 7,591 | -14.30 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 65,906 | -11.73 | 5,217 | -22.15 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 2,432,597 | 159.45 | 207,257 | 123.69 | ||||
| 2025-05-12 | 13F | 哈德逊峡谷资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 24,296 | -2.88 | 1,923 | -14.34 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 3,616 | -54.98 | 0 | |||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 332 | -10.27 | 27 | -21.21 | ||||
| 2025-04-21 | 13F | Cadent 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 119,011 | -0.31 | 9,421 | -12.09 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 20,211 | -1.99 | 1,600 | -13.57 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 21,292 | 4.61 | 1,686 | -7.72 | ||||
| 2025-05-30 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 13,819 | 0.82 | 1,094 | -11.14 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 6,691 | 116.05 | 530 | 90.97 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 33,974 | 4.12 | 2,689 | -8.16 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 232 | 3.11 | 18 | -10.00 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 25,511 | 2,019 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 64,600 | 5,114 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 99,700 | 7,892 | |||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 11,108 | -73.65 | 997 | -76.23 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 5,937 | -0.85 | 470 | -12.66 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 21,470 | -4.81 | 1,700 | -16.06 | ||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 1,838 | 0.00 | 147 | -12.05 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 1,654,099 | -23.01 | 130,944 | -32.10 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 628 | 71.12 | 54 | 47.22 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 85,930 | 123.09 | 6,802 | 77.55 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 3,135 | -16.71 | 248 | -26.41 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,353 | 107 | ||||||
| 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 | 37,700 | 16.72 | 2,897 | -2.79 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 9,378 | 0.00 | 742 | -11.77 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 7,869 | -6.25 | 1 | |||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | FIKDX - Kempner Multi-Cap Deep Value Fund 机构类别 | 31,500 | 2.61 | 2,420 | -14.55 | ||||
| 2025-05-08 | 13F | 太平洋资本合伙有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 36,935 | 0.26 | 2,924 | -11.58 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 5,171 | 41.09 | 0 | |||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 124,185 | -25.66 | 10,581 | -35.91 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 118,035 | 1.97 | 9 | -10.00 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 965 | 27.14 | 74 | 5.71 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 22,106 | 2.20 | 1,750 | -5.10 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 2,389 | -7.90 | 189 | -18.53 | ||||
| 2025-05-12 | 13F | 桑迪湾顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 7,677,010 | -7.43 | 607,712 | -18.36 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 3,663 | 4.39 | 290 | -8.25 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 134 | 0.00 | 12 | -7.69 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 885 | 6.24 | 70 | 2.94 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 513 | -31.14 | 41 | -39.39 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 22,715 | -75.25 | 1,798 | -78.18 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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 | 402 | 1.52 | 32 | -11.43 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 46,789 | 1.51 | 3,704 | -10.49 | ||||
| 2025-05-27 | NP | MUEAX - MFS 混合研究核心股票基金 A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 4,007 | -33.85 | 317 | -41.62 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 123,484 | -1.91 | 9,775 | -13.50 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 9,828 | -4.02 | 778 | -15.45 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 4,945 | -85.73 | 444 | -87.14 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 8,464 | -8.48 | 1 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 83,012 | -32.60 | 6,571 | -46.37 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 5,280 | -9.96 | 418 | -20.72 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 18,466 | 1,462 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 18,169 | -17.58 | 1,438 | -27.30 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 574,587 | -71.67 | 45,685 | -74.95 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 13,431 | 1,144 | ||||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 7,398 | 0.00 | 586 | -11.90 | ||||
| 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 | 24,996 | -61.15 | 1,921 | -67.65 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 72,626 | 17.15 | 5,747 | 3.29 | ||||
| 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 | 630,112 | -63.41 | 48,418 | -69.52 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 248,610 | 21.55 | 19,680 | 7.20 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 30,920 | 3.71 | 2,448 | -8.56 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 46,014 | -0.37 | 4 | -25.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 59,755 | 32.43 | 4,730 | 16.79 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 95,980 | 27.60 | 7,598 | 12.53 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 32,937 | -0.44 | 2,607 | -12.19 | ||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 18,196 | 4.54 | 1,440 | -7.81 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 57,350 | -3.86 | 4,540 | -15.22 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 1,488 | 33.69 | 118 | 18.18 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 391 | -97.36 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 31,378 | -4.39 | 2,484 | -15.69 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 9,934 | -13.11 | 786 | -23.39 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 251,233 | -45.80 | 19,888 | -52.20 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 28 | 0.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 8,770 | 0.00 | 694 | -11.82 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 155,636 | 13.15 | 12,320 | -0.21 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 813 | 64 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 724 | -4.74 | 57 | -16.18 | ||||
| 2025-08-11 | 13F | 基金会财富管理有限责任公司 | 5,754 | 7.33 | 455 | -5.41 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 13,494 | 0.39 | 1,068 | 0.56 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 478,053 | -13.80 | 37,843 | -23.98 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 4,743 | -4.95 | 375 | -16.11 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 77,914 | 23.51 | 6,168 | 8.92 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 80,000 | 23.08 | 6,147 | -6.95 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 26,400 | 0.00 | 2,090 | -11.82 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 7,600 | 19.69 | 584 | -0.34 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 8,139 | -16.58 | 644 | -26.40 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 16,813 | 21.31 | 1,340 | 7.03 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 307,200 | 7.19 | 24,318 | -5.47 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 10,123 | 39.53 | 801 | 23.04 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 4,407 | 31.83 | 349 | 16.00 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 18,758 | -1.63 | 1,485 | -13.27 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 2,785 | -7.78 | 220 | -18.82 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 3,560 | 63.30 | 282 | 44.10 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 11,349 | 0.00 | 898 | -11.79 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 12,921 | -0.47 | 1,023 | -12.27 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 3,745,382 | -25.76 | 296,484 | -34.53 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 15,236 | -9.02 | 1,206 | -19.76 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 11,130 | -1.95 | 881 | -13.46 | ||||
| 2025-08-21 | NP | PPH - VanEck Vectors 制药 ETF | 454,459 | 26.74 | 35,975 | 11.78 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 68,146 | 2.88 | 5,236 | -14.30 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 5,835 | 0.71 | 462 | -11.35 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 48,406 | 15.24 | 3,720 | -4.03 | ||||
| 2025-07-30 | NP | ARCHX - 阿切尔平衡基金 | 9,080 | 0.00 | 698 | -16.73 | ||||
| 2025-04-22 | 13F | 阳光海岸股权管理 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 22,563 | 0.00 | 1,804 | -11.70 | ||||
| 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 | 140,436 | -1.23 | 11,117 | -12.90 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 32 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 362,147 | 51.53 | 28,633 | 34.14 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 5,032 | 8.57 | 393 | 2.61 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 58,952,681 | -1.18 | 4,651,539 | -12.96 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,286 | 59.95 | 110 | 37.97 | ||||
| 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 | 1,203,732 | 0.00 | 102,558 | -13.78 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 23,612 | -9.01 | 1,869 | -19.75 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 403,577 | 3.04 | 32 | -11.43 | ||||
| 2025-08-12 | 13F | 联合银行 | 105,451 | -11.99 | 8,348 | -22.38 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 69,021 | 273.27 | 5,464 | 229.29 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 11,347 | 4.53 | 918 | 3.15 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 546 | 43 | ||||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 4,905 | 2.25 | 388 | -9.77 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 9,951 | 156.47 | 788 | 104.42 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 11,841 | -2.45 | 937 | -13.96 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 5,761 | 0.00 | 456 | -11.80 | ||||
| 2025-04-25 | 13F | LK 本森公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 38,946 | -4.18 | 3,083 | -15.52 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 208,234 | 0.00 | 17,742 | -13.78 | ||||
| 2025-07-18 | 13F | 联合银行 | 4,575 | 0.00 | 362 | -11.71 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 110,927 | 1.04 | 8,524 | -15.84 | ||||
| 2025-04-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,794 | -18.93 | 7,269 | -26.42 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 30,137 | 0.03 | 2,386 | -11.80 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 15,910 | 834.78 | 1,259 | 649.40 | ||||
| 2025-08-06 | 13F | 汉兰达合伙人有限合伙人 | 3,300 | 0.00 | 261 | -11.82 | ||||
| 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 | 4,887 | 10.74 | 416 | -4.59 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 533,634 | -13.31 | 42,242 | -23.55 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 102,430 | -32.82 | 8,112 | -40.75 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 3,925 | 0.00 | 311 | -11.93 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 75,841 | 22.95 | 6,004 | 8.44 | ||||
| 2025-08-13 | 13F | 罗伯蒂·罗伯特 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 8,012 | -0.56 | 634 | -12.31 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 11,078 | -33.45 | 877 | -41.37 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 4,336 | -8.23 | 0 | |||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 7,659 | -6.36 | 606 | -17.44 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 426,684 | 23.74 | 33,778 | 9.13 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 13,005 | -15.52 | 1,029 | -25.49 | ||||
| 2025-08-14 | 13F | ADAR1 资本管理有限责任公司 | 7,040 | 557 | ||||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 3,214 | 512.19 | 247 | 412.50 | ||||
| 2025-04-28 | NP | ADGAX - AB 核心机会基金公司 A 类 | 15,685 | -31.95 | 1,447 | -38.26 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,877 | 0.00 | 149 | -11.90 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 7,620 | 18.78 | 1 | |||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 3,475 | 0.00 | 275 | -11.58 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 39,569 | 3,132 | ||||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 34,433 | -2.94 | 3 | 0.00 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 6,850 | -86.75 | 615 | -88.06 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 93,123 | 414.43 | 7,372 | 353.88 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 2,438,983 | -0.55 | 193,070 | -12.30 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 5,290 | -7.52 | 321 | 3.22 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 5,189 | -1.89 | 411 | -1.91 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 5,468 | 433 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 34,497 | 21.35 | 2,821 | 13.76 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 14,703 | 5.21 | 1,164 | -7.26 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 7,226 | -0.76 | 572 | -12.40 | ||||
| 2025-08-14 | 13F | 客观资本管理有限责任公司 | 3,143 | -2.96 | 249 | -14.48 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 107,739 | -4.98 | 8,529 | -16.20 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 16,618 | 9.84 | 1,315 | -3.17 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,944 | -15.92 | 336 | -27.43 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rhenman & Partners 资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 38,395 | -33.33 | 2,950 | -44.47 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 241,686 | -14.92 | 19,132 | -24.97 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 190,238 | -10.00 | 15,059 | -20.63 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 15,376 | 112.79 | 535 | -11.86 | ||||
| 2025-08-27 | NP | PFPFX - 杨林伙伴基金A类 | 151,000 | 84.15 | 11,953 | 62.40 | ||||
| 2025-04-17 | 13F | 五大湖退休公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 9,081 | -1.56 | 719 | -13.29 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 3,533 | -0.59 | 280 | -12.54 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 1,318 | 0.08 | 104 | -11.86 | ||||
| 2025-05-15 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 7,191 | 29.31 | 569 | 14.03 | ||||
| 2025-08-13 | 13F | ESG规划 | 32,344 | -13.86 | 2,560 | -24.04 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 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 | 635,999 | 4.06 | 50,346 | -8.23 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 14,323 | 5.72 | 1,134 | -6.83 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 42,359 | -12.14 | 3,353 | -22.51 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 6,750 | 534 | ||||||
| 2025-08-13 | 13F | 克拉贝尔资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 5,697 | 451 | ||||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 149,600 | 14.11 | 11,850 | 0.78 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 16,034 | -71.42 | 1,270 | -74.76 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 137,932 | 5.11 | 10,919 | -7.30 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 231,592 | 26.98 | 18,333 | 114,475.00 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 52,141 | -96.12 | 4,127 | -96.58 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 88,600 | -48.70 | 7,018 | -54.68 | |||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 74,240 | -2.42 | 5,877 | -13.94 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 5,036 | -9.68 | 429 | -22.14 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 33,105 | 2.97 | 2,621 | -9.19 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 149,818 | 11,860 | ||||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 715 | -32.55 | 57 | -41.05 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 45,934 | -2.24 | 3,636 | -13.78 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 1,498,783 | 1.05 | 119 | -11.28 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 58,142 | -62.01 | 4,603 | -66.50 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 21,787 | 8.64 | 1,725 | -4.22 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 5,928 | -9.29 | 469 | -19.97 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 607,600 | 1.08 | 48,098 | -10.86 | |||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 4,294 | -34.68 | 340 | -48.09 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 878,100 | -1.67 | 69,510 | -13.28 | |||
| 2025-03-31 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 17,132 | -4.04 | 1,693 | -7.34 | ||||
| 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 | 96 | 17.07 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,345 | 108 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 5,531,803 | 4.90 | 437,898 | -7.49 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 7,054 | -1.12 | 558 | -12.81 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 10,814 | 0.23 | 856 | -11.57 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 133,526 | 2.26 | 10,679 | -9.70 | ||||
| 2025-08-06 | 13F | 帕拉贡资本管理公司 | 17,863 | -0.69 | 1,414 | -12.39 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 12,885 | -51.34 | 1,020 | -57.11 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 381,947 | 3.61 | 32,542 | -10.67 | ||||
| 2025-03-25 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 378,000 | 30.12 | 37,354 | 25.67 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 85,739 | 39.39 | 7 | 20.00 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 10,000 | 792 | |||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 124,402 | 0.31 | 9,848 | -11.54 | ||||
| 2025-08-19 | 13F | Marex 集团 | 37,192 | 2,944 | ||||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 192,787 | -7.93 | 16,425 | -20.62 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 396 | 31 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 1,138 | 90 | ||||||
| 2025-08-08 | 13F | 布罗根金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 维维集团有限公司 | 17,057 | -6.02 | 1,350 | -17.13 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 9,672 | -76.95 | 766 | -79.68 | ||||
| 2025-07-22 | 13F | 人民银行 | 22,354 | -16.45 | 2 | -50.00 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 3,635 | -2.68 | 288 | -14.33 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 101,637 | -3.02 | 8 | -99.91 | ||||
| 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 | 7,337 | 50.16 | 581 | 32.42 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 20,765 | -3.64 | 1,644 | -15.05 | ||||
| 2025-04-21 | 13F | HFG 顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-19 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 53,877 | -0.76 | 4,836 | -10.46 | ||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 109,717 | 11.47 | 9 | 0.00 | ||||
| 2025-04-17 | 13F | 阿西奥资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 10,580 | 1.27 | 838 | -10.67 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 37,522 | 0.00 | 2,883 | -16.70 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 10,691 | -4.15 | 846 | -15.48 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 9,119 | -8.72 | 722 | -19.53 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 48,696 | 0.92 | 4,149 | -13.00 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 4,837 | -17.67 | 383 | -27.51 | ||||
| 2025-08-07 | 13F | 第1620章 | 842 | -4.75 | 67 | -16.46 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 37,926 | -15.56 | 3,002 | -25.53 | ||||
| 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 | 1,505,677 | -0.66 | 128,284 | -14.35 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 5,006 | -1.38 | 421 | 5.51 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 9,959 | -1.40 | 788 | -13.02 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 214,919 | 3.26 | 17,013 | -8.93 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 21,997 | 9.25 | 1,741 | -3.65 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 8,085 | 12.07 | 640 | -1.08 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 43,921 | -6.83 | 3,477 | -17.84 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 479,081 | 21.16 | 37,924 | 6.85 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 14,244 | -48.68 | 1,128 | -54.76 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 2,155 | 171 | ||||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 9,251 | -22.90 | 788 | -33.50 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 5,570 | -10.45 | 441 | -21.15 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 57,144 | 7.48 | 4,524 | -5.22 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 1,521,168 | -3.10 | 129,604 | -16.46 | ||||
| 2025-05-15 | 13F | 麦高恩集团资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 2,134,596 | 2.29 | 181,868 | -11.81 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,775 | 28.10 | 6,115 | 10.46 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 2,700 | 214 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 98,964 | -4.96 | 7,834 | -16.17 | ||||
| 2025-04-01 | NP | JETIX - abrdn 全球股票影响力基金机构级 | 11,323 | 0.00 | 1,119 | -3.45 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 550,278 | 11.57 | 43,560 | -1.61 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 137,296 | 4.03 | 10,868 | -8.26 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 7,157 | -7.11 | 567 | -18.09 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 27,187 | 17.07 | 2,152 | 3.26 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 84,572 | -0.57 | 6,695 | -12.32 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 29,559 | 26.88 | 2,482 | 34.67 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 5,986 | -46.41 | 474 | -52.79 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 15,663 | 35.94 | 1,240 | 19.83 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 11,264 | -0.84 | 892 | -12.56 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 472,869 | -5.60 | 37,432 | -16.74 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 386 | 0.00 | 31 | -11.76 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 85,802 | 0.38 | 7 | -14.29 | ||||
| 2025-08-14 | 13F | 布鲁斯公司 | 192,800 | -4.93 | 15,262 | -16.16 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 44,377 | 1.60 | 3,513 | -10.41 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 4,700 | 4.44 | 372 | -7.69 | ||||
| 2025-07-24 | NP | FSPHX - 医疗保健产品组合 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 | 400,000 | -45.95 | 30,736 | -54.98 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 709 | 5.04 | 56 | -6.67 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 1,785 | 30.77 | 160 | 18.52 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 145,100 | 26.50 | 11,486 | 11.57 | ||||
| 2025-08-13 | 13F | 可可企业有限责任公司 | 9,494 | 157.01 | 752 | 158.08 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 1,279,049 | 1.18 | 98,282 | -15.72 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 542 | -52.08 | 43 | -58.42 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 87 | 0.00 | 7 | -14.29 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 947,096 | 2.21 | 74,972 | -9.86 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 12,837 | -7.22 | 1,016 | -18.13 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 8,703 | 7.86 | 689 | -4.97 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 150,234 | 10.77 | 11,544 | -7.74 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 10,384 | 0.04 | 822 | -9.18 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 43,949 | -21.67 | 3,479 | -30.90 | ||||
| 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 | 88,227 | 16.65 | 6,984 | 2.89 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 6,862 | 36.18 | 543 | 20.13 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 542,117 | -80.40 | 42,884 | -82.62 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 484,645 | 36.45 | 38,364 | 20.33 | ||||
| 2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 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 | 226,182 | 75.97 | 19,271 | 51.71 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 99,077 | -0.15 | 7,923 | -11.83 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 4,537 | 14.11 | 0 | |||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 40,276 | 3,188 | ||||||
| 2025-07-25 | 13F | 明思投资有限公司 | 29,396 | 0.07 | 2,327 | -11.76 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 4,326 | 10.30 | 342 | -2.84 | ||||
| 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 | 343,427 | 16.37 | 26,389 | -3.07 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 2,539,102 | -4.58 | 200,892 | -15.89 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 70,323 | -7.49 | 5,404 | -22.95 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 417,202 | -0.70 | 33,026 | -12.43 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,019 | 1.84 | 3,843 | -15.17 | ||||
| 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 | 379,060 | -3.71 | 30,006 | -3.20 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 151,133 | -64.32 | 11,964 | -68.54 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 521,039 | 9.09 | 41,245 | -3.79 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 33,114 | -6.05 | 2,621 | -17.14 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 36,994 | 0.36 | 2,928 | -11.49 | ||||
| 2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 5,273 | 0.00 | 417 | -11.84 | ||||
| 2025-05-16 | 13F | 挑战者财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 14,753 | 12.25 | 1,168 | -1.02 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 33,286 | 4.45 | 2,635 | -7.35 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 1,681 | 57.84 | 143 | 36.19 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 335,911 | -2.47 | 26,591 | -13.99 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 66,437 | 9.21 | 5,315 | -3.49 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 4,417 | -27.27 | 350 | -35.96 | ||||
| 2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 3,255 | 3.46 | 258 | -8.87 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 99,251 | 2.84 | 7,857 | -9.31 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 31,106 | -63.97 | 2,462 | -68.23 | ||||
| 2025-08-11 | 13F | 信托银行 | 22,442 | -17.40 | 1,777 | -27.15 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 309,256 | -44.20 | 24,481 | -50.79 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 1,213 | 0.33 | 96 | -11.11 | ||||
| 2025-04-17 | 13F | 麦克布鲁姆联合有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | HFLGX - 轩尼诗基石大型成长基金投资者类别 | 27,400 | -1.79 | 2,334 | -15.34 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 3,730 | -45.26 | 295 | -51.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 21,436 | -7.63 | 1,697 | -18.54 | ||||
| 2025-06-25 | NP | FHLC - 富达 MSCI 医疗保健指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,109,033 | -1.90 | 94,490 | -15.42 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 36,592 | 7.04 | 2,897 | -5.61 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 47,987 | 2.46 | 3,799 | -9.64 | ||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 3,640 | 23.81 | 288 | 9.51 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 2,648 | -34.42 | 210 | -42.27 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 3,582 | -19.61 | 284 | -29.07 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 14,978 | 1.12 | 1,186 | -10.84 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 100,355 | 3.70 | 7,944 | -8.54 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 58,142 | -12.66 | 4,603 | -22.97 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 7,482 | 1.30 | 592 | -10.57 | ||||
| 2025-07-24 | 13F | 康宁公司 | 34,578 | -1.56 | 2,737 | -13.17 | ||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 15,395 | -2.25 | 1,219 | -13.80 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 151,806 | -3.19 | 12,017 | -14.62 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 600 | -96.07 | 47 | -96.57 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 5,755 | 0.00 | 456 | -11.82 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 69,321 | 61.26 | 5,487 | 42.22 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 230,000 | -19.30 | 18,207 | -28.83 | ||||
| 2025-04-01 | 13F | 彭布鲁克管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 7,047 | 0.33 | 558 | -11.59 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 78,794 | -3.52 | 6,237 | -14.91 | ||||
| 2025-04-21 | 13F | Rf&l 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 272,267 | -9.13 | 21,752 | -19.83 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 54,129 | -10.34 | 4,285 | -20.93 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 24,320 | -2.33 | 1,925 | -13.83 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 10,669 | 7.00 | 845 | -5.59 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 192,700 | -24.85 | 15,400 | -33.62 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 15,500 | 8.93 | 1,227 | -3.99 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 33,086 | 17.05 | 2,542 | -2.49 | ||||
| 2025-07-30 | NP | AFOCX - 阿切尔焦点基金 | 2,700 | 0.56 | 207 | -38.58 | ||||
| 2025-04-21 | 13F | 做得好，有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 17,975 | -14.29 | 1,423 | -24.44 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 6,906 | -2.31 | 547 | -13.88 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 7,723,259 | -1.54 | 611,373 | -13.17 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 38,133 | -3.94 | 3,019 | -15.30 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 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 | 7,607 | -9.27 | 585 | -24.45 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 75,932 | 6.55 | 6,011 | -6.04 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 26,670 | -1.13 | 2,111 | -12.80 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 9,511 | -90.59 | 753 | -91.71 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 800 | 63 | ||||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 64,225 | 5.46 | 4,665 | -10.20 | ||||
| 2025-08-27 | NP | IPFCX - 杨林基石基金投资者类别 | 11,600 | 103.51 | 918 | 79.65 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 4,729,641 | 53.22 | 374,398 | -86.49 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 16,295 | -0.61 | 1,290 | -12.37 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 924 | -31.40 | 79 | -41.35 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 2,810 | 58.67 | 222 | 40.51 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 3,784 | 300 | ||||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 4,198 | -0.52 | 335 | -12.34 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 45,090 | 17.23 | 3,606 | 3.50 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 6,415 | 0.00 | 493 | -16.75 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 11,680 | 5.40 | 925 | -7.04 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 398,170 | 16.49 | 31,519 | 2.73 | ||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 84,758 | -1.72 | 5,229 | -13.72 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 5,033 | 36.62 | 398 | 20.61 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 125,576 | -5.43 | 9,941 | -16.60 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 51,991 | 15.74 | 4,116 | 2.06 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 3,682 | -10.30 | 291 | -20.92 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 7,418 | 3.03 | 587 | -9.13 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 448,919 | 35,536 | ||||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 129 | 0.78 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 4,740 | 379 | ||||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 3,550 | 8.30 | 281 | -4.42 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 145,106 | -0.08 | 11,487 | -11.88 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 37,038 | -6.05 | 2,932 | -17.16 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 5,975 | 43.80 | 473 | 26.88 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 907 | -10.82 | 72 | -21.98 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 6,007 | -0.48 | 476 | -12.20 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 92,737 | 5.63 | 7,415 | -6.73 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 31,818 | 0.00 | 2,519 | -11.80 | ||||
| 2025-08-28 | NP | Tekla 医疗保健投资者 | 103,679 | -18.72 | 8,207 | -28.32 | ||||
| 2025-05-09 | 13F | 米拉博与Cie SA | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 1,159 | -0.43 | 92 | -12.50 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 191,525 | 21.14 | 14,717 | 0.91 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 3,312,117 | 2.30 | 262,187 | -9.78 | ||||
| 2025-07-22 | 13F | 伯克希尔资金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 9,760 | -11.44 | 773 | -21.94 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 157,068 | 2.45 | 12,434 | -9.65 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 10,640 | -3.60 | 842 | -14.95 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 安盛公司 | 1,306,332 | -1.04 | 103,409 | -12.72 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 144,490 | 3.69 | 11,438 | -8.56 | ||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 351 | -39.79 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 8,968 | -2.84 | 717 | -14.23 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 44,323 | -3.27 | 3,509 | -14.71 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 5,709 | 452 | ||||||
| 2025-05-30 | NP | PSKIX - PIMCO StocksPLUS 国际基金（未对冲）机构 | 309 | -86.96 | 28 | -88.51 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 24,738 | -3.03 | 2 | -50.00 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 8,280 | -3.42 | 655 | -14.82 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 12,992 | -25.50 | 1,028 | -34.31 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 8,886 | -7.32 | 701 | -18.60 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 32,189 | 0.63 | 2,548 | -11.25 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 13,964 | 1,205.05 | 1,190 | 1,032.38 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 40,570 | 16.35 | 3,212 | 2.62 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 1,483 | 14.61 | 117 | 7.41 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 816 | -6.53 | 65 | -17.95 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 21,719 | -7.24 | 1,719 | -18.18 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 168,883 | 24.76 | 14,389 | 7.57 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 26,503 | 2.81 | 2 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 174,352 | -3.27 | 13,802 | -14.70 | ||||
| 2025-08-11 | 13F | 花旗集团 | 5,107,758 | -18.05 | 404,330 | -27.73 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 124,603 | 31.89 | 9,864 | 16.32 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 851,600 | 30.21 | 67,413 | 14.84 | |||
| 2025-08-11 | 13F | 花旗集团 | Call | 362,100 | -67.28 | 28,664 | -71.15 | |||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 4,642 | 3.99 | 367 | -8.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 3,319 | -3.09 | 263 | -14.66 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | Call | 100 | 0.00 | 8 | -12.50 | |||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 94,279 | 0.87 | 7,463 | 3.91 | ||||
| 2025-04-22 | 13F | 德尔泰克资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 56,136 | -1.61 | 4,489 | -13.12 | ||||
| 2025-08-05 | 13F | 好事达公司 | 4,341 | -94.97 | 344 | -95.57 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 3,677 | 23.02 | 299 | 28.33 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 44,293 | 0.79 | 3,506 | -11.11 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 7,751 | -6.28 | 614 | -17.39 | ||||
| 2025-04-25 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 1,328 | 88.10 | 105 | 66.67 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 72,306 | 6.19 | 5,724 | -6.35 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 84,876 | 18.31 | 6,719 | 4.33 | ||||
| 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 | 56,240 | 5.85 | 4,452 | -6.67 | ||||
| 2025-08-28 | NP | XLV - 医疗保健精选行业 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 | 17,607,847 | -3.57 | 1,393,837 | -14.96 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 38,657 | 8.23 | 2,970 | -9.84 | ||||
| 2025-05-08 | 13F | 战略家庭财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 汉隆投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 2,982,906 | -21.76 | 236,127 | -31.00 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 5,533 | -3.69 | 438 | -14.95 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 33,583 | 1.93 | 2,658 | -10.11 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿收入基金 (a) | 225,000 | 87.50 | 17,811 | 65.36 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 13,170 | -7.00 | 1,043 | -18.02 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 3,798 | 301 | ||||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,772 | 0.34 | 0 | |||||
| 2025-08-12 | 13F | MWA资产管理 | 6,713 | -1.83 | 531 | -13.38 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 104,800 | 150.72 | 8,296 | 121.14 | |||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,091 | 1,229.51 | 775 | 1,007.14 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 切罗基保险公司 | 14,498 | 7.41 | 1,148 | -5.28 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 8,149 | 694 | ||||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 13,250 | 0.00 | 1,049 | -11.86 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 4,757 | -0.23 | 397 | 5.32 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 11,980 | -24.64 | 948 | -33.52 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 7,309 | 0.00 | 656 | -9.77 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 668,700 | 10.77 | 52,934 | -2.31 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 26,636 | 0.00 | 2,109 | -11.80 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 5,967 | -22.13 | 472 | -31.30 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 45,900 | -0.43 | 4 | -25.00 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 43,130 | 10.11 | 3,675 | -5.06 | ||||
| 2025-05-30 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 8,397 | 43.66 | 665 | 26.72 | ||||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 7,925,657 | 3.25 | 609,007 | -14.00 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 22,536 | -50.63 | 1,784 | -56.48 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 36,216 | 21.76 | 2,867 | 7.38 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 6,982 | 5.26 | 553 | -7.23 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 7,314 | -0.01 | 620 | 8.79 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 5,592 | -71.05 | 443 | -74.50 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 24 | 4.35 | 2 | -50.00 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 285 | 23 | ||||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,137 | 20.85 | 1,594 | 6.62 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 27,233 | -2.58 | 2,156 | -14.11 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 543 | 198.35 | 43 | 162.50 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 63,649 | 202.50 | 5,038 | 166.84 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 21,667 | -2.39 | 1,715 | -13.91 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 10,025 | 36.80 | 820 | 41.38 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 5,759 | 36.63 | 456 | 20.37 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 4,363 | -10.23 | 0 | |||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 18,717 | 1,490 | ||||||
| 2025-07-16 | 13F | 旧港顾问公司 | 7,021 | -0.65 | 556 | -12.46 | ||||
| 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 | 2,539,235 | 2.90 | 195,115 | -14.29 | ||||
| 2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 1,689 | 0.00 | 130 | -16.77 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 46,762 | -13.16 | 3,702 | -23.42 | ||||
| 2025-06-30 | NP | AIM 行业基金（INVESCO 行业基金）- Invesco Oppenheimer Value Fund C 类 | 169,297 | 17.94 | 14,424 | 1.69 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 465 | -62.04 | 0 | |||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 202,210 | -25.30 | 16,007 | -34.13 | ||||
| 2025-08-13 | 13F | 第1832章 | 553,784 | 16.31 | 43,838 | 2.57 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 239,462 | -1.69 | 18,956 | -13.30 | ||||
| 2025-07-24 | 13F | 格林伍德吉尔哈特公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 12,123 | 0.00 | 960 | -11.86 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 5,976 | -40.60 | 473 | -47.62 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 86,281 | -1.63 | 6,830 | -13.24 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 186 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 10,692 | 115.26 | 846 | 90.11 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 4,083 | -36.49 | 323 | -43.80 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 258,570 | -46.86 | 20,468 | -53.13 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 1,430,802 | -46.88 | 113,262 | -53.16 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 598,582 | -4.08 | 47 | -16.07 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 3,606 | -2.57 | 285 | -14.16 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 81,682 | -0.52 | 6,466 | -12.28 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 3,000 | 0.00 | 237 | -11.90 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 37,063 | -9.72 | 2,934 | -20.41 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 153,000 | 36.66 | 12,111 | -12.62 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 733 | 58 | ||||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 22,951 | 2.01 | 1,817 | -10.05 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 838 | -27.19 | 66 | -35.92 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 3,278 | 100.86 | 259 | |||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 359 | 0.00 | 28 | -12.50 | ||||
| 2025-08-29 | NP | 加贝利可转换收益证券基金公司 | 1,000 | 0.00 | 79 | -11.24 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 30,331 | -6.79 | 2,401 | -17.81 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 4,918 | 1.40 | 389 | -10.57 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 7,320 | -7.79 | 657 | -16.73 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 3,327 | -46.47 | 263 | -52.78 | ||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 6 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 3,683,381 | -1.25 | 291,514 | -12.81 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 9,702 | 6.33 | 768 | -6.11 | ||||
| 2025-08-14 | 13F | 道富银行 | 118,493,864 | -1.69 | 9,473,928 | -13.20 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 200 | -12.66 | 16 | -25.00 | ||||
| 2025-05-15 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 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 | 68,526 | -33.93 | 6,151 | -40.40 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 8,633 | 6.54 | 683 | -6.05 | ||||
| 2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 159,545 | 0.04 | 13,593 | -13.74 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 3,051 | 36.14 | 234 | 13.59 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 12,974 | -7.41 | 1,027 | -18.30 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 505 | -12.48 | 0 | |||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 3,407 | 45.66 | 270 | 28.10 | ||||
| 2025-07-09 | 13F | 企业银行 | 5,472 | -13.39 | 433 | -23.63 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 407 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 14,750 | 1,168 | ||||||
| 2025-05-01 | 13F | 基数战略财富指南 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 山顶控股公司 | 58,085 | -21.89 | 4,598 | -31.11 | ||||
| 2025-07-23 | 13F | 吉尔德投资管理公司 | 39,760 | 3,180 | ||||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 16 | -15.79 | 1 | 0.00 | ||||
| 2025-05-30 | NP | QAAGZX - T. Rowe Price 健康科学投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,839 | -29.63 | 10,847 | -36.51 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,098 | -6.46 | 245 | -17.51 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 808 | 18.65 | 65 | 6.56 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 3,809 | -2.01 | 302 | -13.51 | ||||
| 2025-08-15 | 13F | 苏达国家银行安全 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 11,767 | -11.04 | 931 | -21.57 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 30,635 | 1.45 | 2,425 | -10.52 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 3,901 | 10.54 | 309 | -2.53 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 20,293 | 0.00 | 1,606 | -11.81 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 7,012 | -31.41 | 539 | -42.95 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 2,864 | 4.99 | 227 | -7.38 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 6,003 | -8.70 | 461 | -23.93 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 232,469 | 4.60 | 18,402 | -7.75 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 11,110 | -1.51 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 13,158 | 1.17 | 1,052 | -10.62 | ||||
| 2025-08-13 | 13F | JPB基金会 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 27,702 | -8.05 | 2,193 | -18.93 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 57,764 | 19.68 | 4,573 | 5.54 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 55,961 | 36.95 | 4,430 | 20.78 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 114,764 | 7.91 | 9,085 | -4.83 | ||||
| 2025-06-02 | 13F | 视凯威投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 734,214 | 58,120 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 6,170 | -8.63 | 488 | -14.39 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 景顺有限公司 | 17,023,170 | 11.28 | 1,347,554 | -1.86 | ||||
| 2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 241,502 | 0.00 | 19,117 | -11.81 | ||||
| 2025-05-27 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 77 | 1.32 | 7 | -14.29 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 8,018,753 | -27.41 | 634,764 | -35.98 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 8,786 | 0.00 | 696 | -11.80 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 5,994 | 4.77 | 474 | -7.60 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 47,027 | -12.38 | 3,614 | -27.02 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 3,894 | 2.64 | 308 | -9.41 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 44,808 | -55.39 | 3,547 | -60.65 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,080,371 | 5.26 | 164,682 | -7.17 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 44,995 | -3.16 | 3,562 | -14.60 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 48,716 | -19.47 | 3,856 | -28.99 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 20,784 | 35.87 | 1,597 | 13.18 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 771,977 | 22.18 | 61 | 8.93 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 12,791 | -2.70 | 1,148 | -12.17 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 7,383 | 0.00 | 584 | |||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 770 | 0.00 | 61 | -13.04 | ||||
| 2025-04-11 | 13F | 独特的财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 82,633 | 2.68 | 6,541 | -9.44 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 22,572 | -6.69 | 1,734 | -22.28 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 168,864 | 11.78 | 13,367 | -1.42 |
