机构投资人持股和股东
Northrop Grumman Corporation (AT:NOCO) 有 2534 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 164,018,587 股股票。 最大股东包括 State Street Corp, Vanguard Group Inc, Soundwatch Capital LLC, Capital International Investors, BlackRock, Inc., Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Morgan Stanley, AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A, and VFINX - Vanguard 500 Index Fund Investor Shares .
Northrop Grumman Corporation (WBAG:NOCO)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 438.20 / share. Previously, on May 9, 2025, the share price was 425.20 / share. This represents an increase of 3.06% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 31,981 | 11.59 | 15,990 | 8.96 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 33 | 0.00 | 16 | 0.00 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 36,024 | -1.79 | 17,526 | -1.94 | ||||
| 2025-03-28 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 6,204 | -1.13 | 3,023 | -5.35 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 3,465 | -0.66 | 2 | 0.00 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 23,541 | 10.93 | 11,770 | 8.33 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 3,488 | -2.87 | 1,744 | -5.17 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 2,063 | -6.74 | 1,004 | -6.87 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 930 | 1.75 | 465 | -0.64 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 9,277 | -0.30 | 4,638 | -2.64 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 6,868 | -0.36 | 3,434 | -2.69 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 928 | -5.11 | 464 | -7.40 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 4,164 | 44.03 | 2,082 | 40.61 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 980 | 0.00 | 490 | -2.40 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 25,074 | 23.15 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 14 | 7 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 48,984 | 15.05 | 24,489 | 12.34 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 695 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 4,315 | -0.30 | 2,157 | -2.62 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 43 | 38.71 | 21 | 50.00 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 177 | -2.21 | 88 | -4.35 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 17 | 54.55 | 0 | |||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 4,120 | -1.95 | 2,060 | -4.28 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 4,655 | -76.44 | 2,327 | -77.00 | ||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 1,780 | -67.21 | 866 | -65.46 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 490 | 7.69 | 245 | 5.17 | ||||
| 2025-07-30 | 13F | 艾伦·B·兰兹联合公司 | 525 | 0.00 | 262 | -2.24 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 2,707 | -9.04 | 1,353 | -11.16 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 573 | 18.14 | 286 | 15.32 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 18,867 | 28.15 | 9,437 | 25.18 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 2,140 | -1.15 | 1,070 | -3.52 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 1,984 | -0.55 | 965 | -0.72 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 32 | 16 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 2,369 | 29.60 | 1,220 | 29.68 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 437 | 0.00 | 218 | -2.24 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 746 | 0.00 | 364 | -4.22 | ||||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 151,207 | 1.91 | 75,613 | -0.47 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 809 | 2.02 | 404 | -0.49 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 4,377 | -5.28 | 2,189 | -7.52 | ||||
| 2025-08-06 | 13F | 哥伦比亚河金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 5,678 | -45.93 | 2,839 | -39.57 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 707 | -11.18 | 354 | -13.27 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 2,771 | -17.82 | 1,385 | -19.76 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 1,000 | -33.33 | 500 | -35.03 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 162 | 0.00 | 81 | -2.44 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 386 | 0.00 | 193 | -2.54 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 5,219 | 3.61 | 2,609 | 1.16 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 2,612 | -21.14 | 1,306 | -23.01 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,214 | 10.36 | 607 | 7.82 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,701 | 26.47 | 850 | 23.55 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 1,529 | 0.00 | 764 | -2.30 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | 摩尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 13,051 | 29.76 | 6,525 | 26.72 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 19 | 11.76 | 9 | 12.50 | ||||
| 2025-07-30 | 13F | 运河保险公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 11 | -8.33 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 2,933,061 | 11.76 | 1,466,472 | 9.14 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 496 | -9.82 | 240 | -5.14 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 2,311,646 | -5.38 | 1,155,777 | -7.61 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 6,054 | 1.63 | 3,027 | -0.75 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,401 | 2.17 | 1,200 | -0.25 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 349,668 | -10.27 | 174,827 | -12.38 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 6,043 | -21.14 | 2,929 | -17.21 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 1,329 | -1.48 | 664 | -3.77 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 17 | 0.00 | 8 | 0.00 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 20 | 5.26 | 10 | 0.00 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 535 | -4.12 | 304 | 17.83 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 2,184 | 1.96 | 1,092 | -0.46 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 3,622 | -22.46 | 1,854 | -15.42 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,526 | 1.04 | 22,635 | 0.88 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,464 | 4.66 | 6,732 | 2.20 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 12,947 | 11.10 | 6,473 | 8.50 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 529 | -3.29 | 264 | -5.71 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 480 | 3.67 | 240 | 0.84 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 393 | -1.75 | 0 | |||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 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 | 97,767 | 29.01 | 48,882 | 25.98 | ||||
| 2025-06-17 | NP | NMVLX - Nuance 中盘价值基金机构类别 | 15,624 | -62.65 | 7,601 | -62.70 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 465 | 232 | ||||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 2,490 | -88.13 | 1,245 | -88.42 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 284,992 | 8.92 | 142,490 | 6.36 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 11,852 | 7.10 | 5,926 | 4.59 | ||||
| 2025-04-04 | 13F | 贤者资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 171 | 33.59 | 85 | 30.77 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 672 | -33.40 | 327 | -33.60 | ||||
| 2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 29 | 0.00 | 14 | 0.00 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 2,257 | 1,128 | ||||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 2,699 | 0.00 | 1,349 | -2.32 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 2,445 | 45.88 | 1,222 | 42.42 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 4,881 | -2.87 | 2,366 | 1.98 | ||||
| 2025-04-24 | NP | CSM - ProShares 大盘核心增强版 | 3,869 | 9.02 | 1,786 | 2.82 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 74,301 | -7.81 | 38,043 | 0.58 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 58,100 | 3.38 | 29,049 | 0.95 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 6,263 | 15.40 | 3,131 | 12.71 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 2,672 | 0.00 | 1,336 | -2.41 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 7,183 | -12.93 | 3,482 | -8.58 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 802 | 401 | ||||||
| 2025-06-17 | NP | NCVLX - Nuance 集中价值基金机构类别股票 | 2,472 | -55.45 | 1,203 | -55.27 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,132 | 1.43 | 668 | 23.75 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 826 | 62.28 | 480 | 95.51 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 692 | -12.63 | 346 | -14.81 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,476 | 0.00 | 1,691 | -0.12 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 7,282 | -1.03 | 3,641 | -3.37 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 2 | -50.00 | 1 | -100.00 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 253,595 | 1.41 | 126,792 | -0.97 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,870 | -0.53 | 935 | -2.91 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 5 | 150.00 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 507,236 | -16.14 | 253,608 | -18.11 | ||||
| 2025-08-29 | NP | YAFFX - AMG Yacktman 重点基金 N 类 | 45,000 | 0.00 | 22,499 | -2.35 | ||||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 31 | -16.22 | 15 | -16.67 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 406 | -54.79 | 198 | -50.87 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 446 | -6.11 | 223 | -8.64 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,912 | 4.42 | 956 | 1.92 | ||||
| 2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 558 | 0.00 | 279 | -2.46 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,670 | 25.00 | 835 | 21.93 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 239 | -64.43 | 119 | -65.41 | ||||
| 2025-05-16 | 13F | 中科威金融集团 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 普洛特金财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 10,300 | 157.50 | 5,150 | 151.42 | |||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 6,710 | 14.10 | 3,355 | 11.39 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 15,000 | 117.39 | 7,500 | 112.32 | |||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 西北银行股份公司 | 689 | -20.53 | 344 | -22.35 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 2,543 | 6.54 | 1,271 | 4.01 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 693 | 1.02 | 355 | 10.28 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 2,062 | -74.06 | 1,036 | -74.64 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 23,066 | 0.00 | 11,533 | -2.35 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 185,072 | 0.22 | 92,532 | -2.14 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 352 | 0.00 | 0 | |||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -18 | -0.00 | -9 | -11.11 | |||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 61,826 | -4.90 | 30,912 | -7.14 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 4,725 | 0.13 | 2,362 | -2.24 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 7 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 1,940 | 78.47 | 970 | 74.28 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 137 | 3.79 | 68 | 1.49 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 70 | 11.11 | 35 | 6.25 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 9,076 | 1.35 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 1,001 | 17.49 | 500 | 14.68 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 3,925 | -1.26 | 1,910 | -1.39 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,100 | 1,050 | |||||
| 2025-08-20 | NP | MUNDX - Mundoval 基金 | 800 | 0.00 | 400 | -2.44 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 1,002 | 13.22 | 501 | 10.62 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 100 | 50 | |||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 21,391 | 2.57 | 11 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 125 | 0.00 | 73 | 20.00 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 474 | -7.78 | 237 | -9.89 | ||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 1,166 | 1.30 | 583 | -1.02 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 27,102 | 0.31 | 13,550 | -2.05 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 2,520 | 2.36 | 1,260 | -0.08 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 2,622 | 12.15 | 1,311 | 9.44 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 6,676 | 0.00 | 3,338 | -2.37 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 674 | 3.69 | 337 | 1.20 | ||||
| 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 | 166 | 13.70 | 83 | 10.81 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 414 | 207 | ||||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 4 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 1,718 | 16.79 | 833 | 22.53 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 15,000 | 0.00 | 7,500 | -2.36 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 16,344 | 1.98 | 8,172 | -0.41 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 80,402 | 9.67 | 38,976 | 15.14 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 118 | -17.48 | 59 | -20.55 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 650 | 32.38 | 325 | 29.08 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 3,700 | -63.73 | 1,794 | -61.92 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 1,260 | -12.80 | 630 | -14.75 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 10,000 | 400.00 | 4,848 | 363.38 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 10,300 | 2.12 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 2,892 | 1.33 | 1,446 | -1.10 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 41 | 0.00 | 21 | 5.26 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 430 | 215 | ||||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 2,524 | 128.62 | 1,262 | 123.19 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 143,300 | 24.18 | 71,647 | 21.26 | |||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 821 | 2.75 | 410 | 0.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 177 | -5.35 | 88 | -7.37 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 | 3,310 | -22.37 | 1,695 | -15.34 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 92 | 45 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,077 | 7.51 | 1,007 | 12.78 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 154,900 | -47.10 | 77,447 | -48.34 | |||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 900 | 0.00 | 420 | -8.91 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 216 | 0.00 | 108 | -2.73 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,691 | 2.05 | 846 | -0.24 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 620 | 24.00 | 310 | 20.70 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 61,243 | 282.96 | 29,689 | 311.88 | ||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 1,747 | 1.87 | 1 | |||||
| 2025-05-23 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 4,398 | -13.31 | 2,252 | -5.42 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,617 | 1.57 | 808 | -0.86 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 892 | 434 | ||||||
| 2025-08-07 | 13F | 财务演讲公司 | 83 | -78.22 | 41 | -78.97 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 2,932 | 41.37 | 1,466 | 50.57 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 93 | 46 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 29 | 14 | ||||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 984,009 | 491,985 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 458 | -6.53 | 229 | -8.80 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 36,615 | 7.75 | 17,813 | 7.59 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 100 | 138.10 | 50 | 133.33 | ||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 5,702 | 5.85 | 2,851 | 3.34 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 644 | -24.68 | 322 | -26.54 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 74 | 0.00 | 37 | -2.70 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 222,144 | -5.14 | 111,068 | -7.37 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 231,940 | 16.57 | 115,966 | 13.83 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | RPG 投资咨询有限责任公司 | 1,480 | -49.97 | 740 | -51.19 | ||||
| 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 | 283,061 | 32.28 | 141,525 | 29.17 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 69 | 0.00 | 34 | -2.86 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 93 | 29.17 | 46 | 27.78 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 4,722 | 0.00 | 2,361 | -2.36 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 5,812 | -4.31 | 2,906 | -6.56 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,250 | 1.66 | 1,625 | 8.27 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 6 | -78.57 | 0 | |||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 9,000 | 24.71 | 4,500 | 21.76 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 13,421,645 | 1.17 | 6,710,554 | -1.21 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 42,147 | 7.39 | 20,505 | 7.23 | ||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 247,356 | -2.68 | 120,339 | -2.83 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 728 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 529 | 0.38 | 265 | -1.86 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 1,051 | -4.45 | 526 | -2.05 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 45 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | HMV 财富顾问有限公司 | 648 | 0.00 | 324 | -2.42 | ||||
| 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 | 3,807 | -7.17 | 1,852 | -7.31 | ||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,184 | 33.18 | 601 | 32.09 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 2,399 | -0.58 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 1,524 | -38.47 | 762 | -39.98 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 54 | 0.00 | 27 | -3.70 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 2,628 | 17.06 | 1,314 | 14.27 | ||||
| 2025-07-16 | 13F | 考克斯资本管理有限责任公司 | 1,742 | 0.00 | 871 | -2.36 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 17,300 | 0.00 | 8,650 | -2.35 | ||||
| 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 | 90,360 | -2.21 | 45,178 | -4.51 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 830 | 2.47 | 415 | 0.24 | ||||
| 2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 49,878 | 0.00 | 24,266 | -0.16 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,170 | -3.49 | 3,585 | -5.76 | ||||
| 2025-07-23 | 13F | 聚焦投资者有限责任公司 | 203,500 | -2.12 | 101,746 | -4.42 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 12 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 2,245 | 0.00 | 1,122 | -2.35 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 18,444 | 1.13 | 9,222 | -1.25 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 3,018 | 2.10 | 1,509 | -0.26 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 623 | 7.41 | 311 | 5.07 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 66,844 | 12.26 | 33,421 | 9.62 | ||||
| 2025-05-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 450 | 230 | ||||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 871 | 8.33 | 435 | 5.84 | ||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 3,643 | 1,766 | ||||||
| 2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 17,615 | 28.46 | 8,807 | 25.46 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 21,010 | 5.20 | 10,185 | 10.45 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 579 | -27.26 | 290 | -28.99 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 8,165 | 78.86 | 3,958 | 87.85 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 682 | -2.71 | 341 | -5.03 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 659 | 0.00 | 330 | -2.37 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 5,976 | -1.37 | 2,988 | -3.71 | ||||
| 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 | 68,868 | 0.69 | 33,385 | 5.72 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 33,700 | 16,849 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 8,664 | 575.29 | 4,336 | 558.81 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 172,310 | 5.53 | 86,152 | 3.05 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 12,915,065 | 12,824 | ||||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 9,741 | -0.16 | 4,870 | -2.50 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 21,500 | 7,066.67 | 11 | |||||
| 2025-04-23 | 13F | Horizon Bancorp Inc /in/ | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 第一美国银行 | 16,905 | -0.07 | 8,452 | -2.41 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 14,469 | -60.05 | 7,234 | -60.99 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 400 | 0.76 | 203 | -3.79 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 771 | 14.56 | 397 | 21.10 | ||||
| 2025-07-24 | NP | FSDAX - 国防和航空航天产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,900 | -7.22 | 65,395 | -2.59 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 22,620 | -2.46 | 11,310 | -4.75 | ||||
| 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 | 6,885 | -2.77 | 3,338 | 2.08 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,911 | 1 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 9,019 | 1.74 | 4,509 | -0.64 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 144 | -31.43 | 70 | -31.37 | ||||
| 2025-05-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 747 | -76.92 | 382 | -74.10 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 2,623 | -2.78 | 1,312 | -5.07 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,053 | -87.48 | 608 | -4.25 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 77,700 | 12.77 | 38,384 | 8.77 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 57,500 | 24.19 | 28,405 | 19.78 | |||
| 2025-07-17 | 13F | 肯塔基独立银行 | 10 | 0.00 | 5 | 0.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 809 | 2.28 | 404 | 0.00 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 15,406 | -31.33 | 7,702 | -32.95 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 871 | 0.00 | 435 | -2.25 | ||||
| 2025-05-14 | 13F | 巴伦财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 5 | 25.00 | 2 | 100.00 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 43,757 | -0.33 | 21,878 | -2.67 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 16,117 | 0.00 | 8,058 | -2.35 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 34 | -5.56 | 16 | 0.00 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 1,293 | 21.64 | 1 | |||||
| 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 | 136,757 | 2.59 | 66,296 | 7.71 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 296 | -27.09 | 148 | -28.50 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 6,590 | 6.50 | 3,295 | 3.98 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 119 | 59 | ||||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 547 | 3.21 | 274 | 0.74 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 184,022 | -4.53 | 89,527 | -4.68 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 1,700 | 0.00 | 850 | -2.41 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 12,624 | 26.49 | 6,312 | 23.53 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 12,855 | 0.00 | 6,427 | -2.34 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 390,729 | -60.97 | 195 | -61.91 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 1,090 | -4.89 | 545 | 4.21 | ||||
| 2025-08-12 | 13F | 联合银行 | 39,700 | -2.02 | 19,849 | -4.32 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 20,577 | 3.77 | 10,288 | 1.33 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 609 | -11.87 | 304 | -13.88 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 28 | 0.00 | 14 | -7.14 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 937 | 4.34 | 468 | 1.96 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 3,535 | 14.55 | 1,714 | 20.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 25,127 | -15.01 | 12,563 | -17.02 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 68 | 0.00 | 34 | -2.94 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 65,021 | 0.00 | 31,633 | -0.16 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,200 | 0.00 | 1,066 | 5.02 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 168 | -5.08 | 84 | -7.78 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 23,441 | 7.92 | 11,720 | 5.39 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 155 | 0.00 | 77 | -2.53 | ||||
| 2025-05-14 | 13F | 斯通里奇投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,203 | 2.13 | 1,270 | 21.07 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 481 | 12.12 | 240 | 9.59 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 3,100 | 126.28 | 1,508 | 138.99 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 767 | 6.97 | 383 | 4.36 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 10 | 0.00 | 5 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 916 | 0.00 | 458 | -2.56 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 1,020 | 0.79 | 510 | -1.74 | ||||
| 2025-08-07 | 13F/A | 艾勒森集团公司 /adv | 998 | 0.00 | 499 | -2.35 | ||||
| 2025-08-13 | 13F | 安宏资本管理公司 /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 40 | 0.00 | 22 | 10.00 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 47,946 | 4.15 | 23,972 | 1.71 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,869 | 25.18 | 935 | 22.25 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 412 | 45.58 | 200 | 44.20 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 891 | 0.00 | 449 | -1.32 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 494 | 6.01 | 247 | 8.37 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,321 | -92.40 | 640 | -92.02 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 8,844 | 32.14 | 4,422 | 29.04 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,502 | 11.76 | 731 | 11.62 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 23,000 | 0.00 | 11,506 | -2.27 | |||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 119,702 | 76.20 | 59,883 | 72.20 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 1,000 | 0.00 | 500 | -2.54 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 3,807 | 64.52 | 1,903 | 75.39 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 563 | 1.81 | 282 | -0.71 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 697 | -4.13 | 349 | -6.45 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 9,141 | 4.44 | 4,571 | 1.99 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 23,000 | 0.00 | 11,506 | -2.27 | |||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 201 | 240.68 | 98 | 223.33 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 107 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 3,835 | -0.83 | 1,917 | -3.13 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 453 | 297.37 | 220 | 321.15 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 198,515 | -3.20 | 99,253 | -5.48 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 11,956 | -7.04 | 5,817 | -7.20 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 220 | 110 | ||||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 883 | 2.67 | 441 | 0.23 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 130,483 | 0.77 | 65,239 | -1.60 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 46 | -9.80 | 24 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 803 | 2.03 | 402 | -0.50 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 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 | 5,087 | 18.36 | 2,475 | 13.12 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 27 | 12.50 | 13 | 8.33 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 3,144 | -1.35 | 1,572 | -3.68 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 33 | 200.00 | 16 | 220.00 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,049 | 2.84 | 524 | 0.38 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 1,132 | 0.09 | 566 | -2.42 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 515 | 0.00 | 258 | -2.28 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 356 | 14.47 | 178 | 11.95 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 35,257 | 8.56 | 17,153 | 8.39 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 2,752 | -16.78 | 1,339 | -16.95 | ||||
| 2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 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 | 4,294 | -3.03 | 2,147 | -5.34 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 2,056 | -0.48 | 1,028 | -2.84 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 2,116 | -6.66 | 1,058 | -8.79 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 4,831 | 52.21 | 2,415 | 48.62 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 635 | 2.09 | 317 | -0.31 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 1,283 | -12.90 | 642 | -14.99 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 2,963 | -3.58 | 1,481 | -5.85 | ||||
| 2025-05-12 | 13F | 运营顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 692,542 | 0.00 | 336,922 | -0.16 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 3,100 | -88.43 | 1,551 | -88.70 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 261 | -99.57 | 131 | -99.59 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 175 | 0.00 | 85 | 0.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 600 | -96.32 | 300 | -96.40 | |||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,076 | 1,165.88 | 523 | 1,175.61 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 721 | 0.28 | 361 | -2.17 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,813 | 0.28 | 906 | -2.05 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 7,720 | 26.08 | 3,860 | 23.09 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 5,905 | 0.00 | 2,952 | -2.35 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 418 | 0.00 | 203 | 0.00 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,702 | 0.18 | 851 | -2.19 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 1,000 | -5.93 | 500 | -8.09 | ||||
| 2025-07-24 | NP | FXAIX - 富达 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 | 1,716,688 | 0.08 | 832,199 | 5.08 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 2,394 | -30.31 | 1,165 | -30.42 | ||||
| 2025-05-14 | 13F | Lionshead 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 602 | 39.68 | 301 | 36.82 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 2,274 | -4.97 | 1,137 | -7.27 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 4,862 | -1.82 | 2,357 | 3.06 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,742 | -41.82 | 8,145 | -36.65 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 597 | 0.00 | 289 | 5.09 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,000 | 0.00 | 568 | 20.34 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 401 | 0.00 | 201 | -2.44 | ||||
| 2025-03-25 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 42,500 | 0.00 | 20,709 | -4.28 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 583 | -12.33 | 292 | -14.41 | ||||
| 2025-05-05 | 13F | Transce3nd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 | 43 | -31.75 | 22 | -27.59 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 3,115,519 | 0.48 | 1,554,299 | -1.96 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 179 | -0.56 | 87 | 3.61 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL 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 | 1,460 | -82.82 | 730 | -83.24 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 1,662 | -10.26 | 831 | -12.34 | ||||
| 2025-07-11 | 13F | 财富桥投资顾问公司 | 12,502 | 0.40 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 2,490 | 11.56 | 1,245 | 8.93 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 702 | 11.08 | 0 | |||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 903 | -6.42 | 451 | -8.70 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,465 | -0.62 | 2,232 | -2.96 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -440 | -44.72 | -214 | -44.70 | |||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 5,394 | -6.66 | 2,697 | -8.89 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 299 | -0.99 | 149 | -3.25 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,951 | 18.17 | 976 | 15.38 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 422 | -4.09 | 211 | -6.67 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 4,600 | -16.36 | 2,300 | -18.36 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 951 | 0.00 | 475 | -2.26 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 2,700 | -84.96 | 23 | -99.73 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 232 | 0.00 | 116 | -2.54 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 81,169 | -3.30 | 41 | -4.76 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 14,914 | 1.06 | 7,457 | -1.32 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 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 | 147,518 | 2.65 | 73,756 | 0.24 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 1,800 | -93.57 | 900 | -93.73 | |||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 436 | -12.10 | 218 | -14.23 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 53,800 | -4.61 | 26,899 | -6.85 | |||
| 2025-08-05 | 13F | 纽约梅隆银行 | 829,795 | -7.40 | 414,881 | -9.58 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 3,278 | -2.61 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 376,673 | 15.08 | 188,329 | 12.38 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 9,500 | -74.32 | 4,750 | -74.93 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 79,600 | 17.58 | 39,798 | 14.81 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 122,000 | 55.61 | 60,998 | 51.96 | |||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 10,755 | 44.21 | 5,377 | 40.83 | ||||
| 2025-08-29 | NP | YACKX - AMG Yacktman 基金 I 类 | 130,000 | -7.14 | 64,997 | -9.32 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,681 | -3.00 | 840 | -5.30 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 7,706 | 26.79 | 3,853 | 23.78 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 39 | 18.18 | 19 | 11.76 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 1,971 | -14.30 | 985 | -16.31 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 28,080 | 1,096.42 | 14,039 | 1,068.94 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 18 | 0.00 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 4 | -33.33 | 2 | -33.33 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,612 | -25.61 | 781 | -21.90 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 8,778 | -0.41 | 4,270 | -0.56 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 6,580 | 3,290 | ||||||
| 2025-07-25 | 13F | 明思投资有限公司 | 2,207 | -5.64 | 1,104 | -7.85 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 497 | -0.40 | 248 | -2.75 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 71,642 | 0.15 | 35,820 | -2.20 | ||||
| 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 | 202,123 | 113.20 | 101,057 | 108.19 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 4,435 | -30.05 | 2,218 | -31.65 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 3,351 | -16.97 | 1,675 | -18.93 | ||||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 机构投资策略基金 | 12 | 71.43 | 6 | 66.67 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,324 | 0.00 | 662 | -2.36 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 43 | 0.00 | 21 | -4.55 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 6,730 | -2.97 | 3,366 | -5.18 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 4,258 | -0.68 | 2,129 | -3.01 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 977 | 489 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 16,105 | -2.49 | 8,052 | -4.78 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 25,455 | -8.61 | 12,384 | -8.75 | ||||
| 2025-05-27 | NP | FELC - 富达增强型大盘核心 ETF | 33,740 | -35.65 | 17,275 | -29.80 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 1,006,833 | 2.29 | 489,824 | 2.13 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 23,842 | 0.35 | 11,921 | -2.01 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 447 | -23.59 | 223 | -20.36 | ||||
| 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 | 150 | -0.66 | 75 | 4.23 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 1,528 | 2.07 | 764 | -0.39 | ||||
| 2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,125 | -32.07 | 1,062 | -33.67 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 90 | 20.00 | 45 | 15.79 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 1,682 | 12.66 | 815 | 18.29 | ||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | FCG投资公司 | 2,388 | -13.95 | 1,194 | -15.99 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 228 | -0.87 | 114 | -3.42 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 301,547 | -10.81 | 150,767 | -12.91 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 532 | 0.00 | 268 | -1.84 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 411 | 206 | ||||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 2,929 | 1,464 | ||||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 15,413 | -2.95 | 7,706 | -5.23 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 804 | 1.77 | 402 | -0.50 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 2,000 | 1,000 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 2,678 | -10.37 | 1,339 | -12.49 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 108 | 9.09 | 53 | 8.33 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 2 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 178 | 34.85 | 91 | 49.18 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 386 | -6.99 | 193 | -9.43 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 21,556 | -1.62 | 10,778 | -3.93 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 413 | 0.24 | 207 | -2.37 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 2,155 | -6.30 | 1,077 | -8.50 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 26,177 | -4.33 | 13,088 | -6.58 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 614 | 5.14 | 307 | 2.34 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,732 | 349.64 | 2,122 | 426.30 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 2,738 | -0.90 | 1,369 | -3.25 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,306 | 19.27 | 653 | 16.43 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,729 | -1.59 | 864 | -3.89 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 1,973 | -1.45 | 986 | -3.80 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 957 | -18.14 | 478 | -20.07 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 2,141 | 103.90 | 1,070 | 99.26 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 238 | 0.42 | 119 | -2.48 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 1,007 | 1 | ||||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 2,151 | 2.33 | 1,076 | -0.09 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 789 | 12.55 | 394 | 10.06 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 2,238 | 0.00 | 1,119 | -2.36 | ||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 15,790 | -7.78 | 7,895 | -9.95 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 466 | 0.00 | 233 | -2.10 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 10,310 | 0.00 | 5,155 | -2.35 | ||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,950 | 86.45 | 9,671 | 90.22 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 19,331 | -0.03 | 9,665 | -2.37 | ||||
| 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 | 4,646 | -1.15 | 2,323 | -3.49 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 18,804 | 1,294.96 | 9,402 | 1,262.46 | ||||
| 2025-05-27 | NP | FMDE - 富达增强型中盘 ETF | 6,442 | -19.12 | 3,298 | -11.75 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 842 | 0.00 | 421 | -2.55 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,011 | -2.13 | 505 | -4.36 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 8,063 | 1.68 | 4,031 | -0.71 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,131,768 | 1.20 | 2,065,803 | -1.17 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 7,026 | -11.57 | 4 | -25.00 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 300 | 0.00 | 150 | -2.61 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 4,932 | -8.00 | 2,466 | -10.16 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 1,563 | -5.62 | 760 | -5.71 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 219,900 | -63.42 | 109,946 | -64.28 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 221 | 0.00 | 110 | -2.65 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,872 | 0.07 | 1,436 | -2.31 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 10 | 0.00 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 5 | 0.00 | 2 | 0.00 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 3,006 | -15.01 | 1,503 | -17.02 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 5,035 | 7.24 | 2,517 | 4.74 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 884 | 0.00 | 442 | -2.21 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 1,423 | -0.07 | 731 | 0.27 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1,294 | 1.33 | 647 | -1.07 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 198,574 | 39.89 | 99,283 | 36.61 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 3,562 | 0.00 | 1,781 | -2.36 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 14 | 7.69 | 7 | 0.00 | ||||
| 2025-04-22 | 13F | 世界股权集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 752 | 61.03 | 376 | 56.90 | ||||
| 2025-05-15 | 13F | 坎托·菲茨杰拉德，LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | Call | 500 | 250 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 302 | -4.13 | 151 | -6.83 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 659 | 2.01 | 329 | 3.47 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 4,213 | 51.71 | 2,050 | 51.44 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 2,100 | -58.00 | 1,050 | -59.02 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 18,001 | 128.41 | 9,000 | 123.05 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 536 | 268 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 446 | 0.00 | 223 | -2.19 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 601 | 300 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 4,928 | 12.56 | 2,389 | 18.16 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 781 | -20.31 | 391 | -22.16 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 9,400 | 6.82 | 4,700 | 4.31 | |||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 29,561 | -15.69 | 14,780 | -17.67 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 3,616 | 26.30 | 1,852 | 37.72 | ||||
| 2025-08-01 | 13F | 橡树林资本有限责任公司 | 700 | -22.22 | 350 | -24.13 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 1,150 | -10.99 | 575 | -13.16 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 108 | 89.47 | 54 | 82.76 | ||||
| 2025-05-15 | 13F | 加拿大皇家银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-07 | 13F | 班戈储蓄银行 | 259 | -2.26 | 129 | -4.44 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 4,883 | -4.91 | 2,442 | -7.15 | ||||
| 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 | 3,025 | 5.18 | 1,512 | 2.72 | ||||
| 2025-05-27 | NP | BUFEX - 布法罗大盘基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 1,862 | -0.69 | 931 | -3.02 | ||||
| 2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 2,269 | -1.90 | 1,134 | -4.22 | ||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 1,342 | 53.55 | 671 | 49.89 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 12,926 | 103.43 | 6,463 | 98.65 | ||||
| 2025-05-15 | 13F | 加拿大皇家银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 40,211 | -2.42 | 20,105 | -4.72 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 4,637 | 1.76 | 2,319 | -0.64 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 2,767 | -7.58 | 1,383 | -9.73 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,360 | 5.92 | 680 | 3.35 | ||||
| 2025-06-27 | NP | UFO - 采购空间 ETF | 2,402 | -11.04 | 1,169 | -11.18 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 181,275 | -18.40 | 90,634 | -20.32 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 92 | 162.86 | 46 | 164.71 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,059,561 | -5.03 | 529,757 | -7.26 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 1,641 | -14.08 | 820 | -16.07 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 65 | 0.00 | 32 | -3.03 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 556 | -8.25 | 278 | -10.65 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 10 | 0.00 | 5 | 0.00 | ||||
| 2025-04-22 | 13F | 完整投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 41 | -4.65 | 20 | -9.09 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 7,123 | -1.43 | 3,561 | -3.73 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 920 | 26.37 | 460 | 23.39 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,481 | 56.39 | 740 | 66.67 | ||||
| 2025-07-23 | 13F | 第一招商局 | 1,045 | 0.00 | 522 | -2.43 | ||||
| 2025-04-16 | 13F | 温室财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 6,117 | -6.40 | 3,059 | -8.61 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 9,449 | -3.47 | 4,724 | -5.75 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 22,451 | -0.68 | 11,225 | -3.01 | ||||
| 2025-05-28 | NP | JVASX - 摩根大通价值优势基金 I 类 | 68,641 | 44.26 | 35,145 | 57.39 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 996 | -2.73 | 498 | -5.15 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 765 | -6.25 | 382 | -8.39 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,264 | 19.30 | 4,006 | 25.27 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 5,358 | -1.47 | 2,679 | -3.81 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,856 | 74.44 | 928 | 70.40 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 75,501 | -8.42 | 37,749 | -10.58 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 1,029 | 475 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 666 | 2.15 | 333 | 0.00 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 149 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 7,196 | -0.98 | 3,598 | -3.31 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 19 | 35.71 | 10 | 28.57 | ||||
| 2025-05-13 | 13F | 汉隆投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 518 | 19.63 | 259 | 16.74 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 1,269 | -3.72 | 634 | -5.93 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 611 | 3.56 | 301 | -0.33 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 9,306 | 0.57 | 4,527 | 0.42 | ||||
| 2025-04-25 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,257 | 9.87 | 72,612 | 3.61 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 998,961 | 16.27 | 499,461 | 13.54 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 道明资产管理公司 | 91,966 | 18.69 | 45,981 | 15.90 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 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 | 5,577 | -7.59 | 2,788 | -3.46 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 994 | -19.45 | 497 | -21.39 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,632 | 6.20 | 1,816 | 3.71 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 33,202 | 1.95 | 16,153 | 1.79 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 58,274 | -1.83 | 29,136 | -4.14 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2,441 | 0.08 | 1,220 | -2.24 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 6,112 | 39.45 | 3,056 | 36.14 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | -18.95 | 75 | -19.57 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 816 | 0.87 | 408 | -1.45 | ||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 2 | 0.00 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,128 | 15.34 | 564 | 12.80 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 3,511 | 25.98 | 1,755 | 23.07 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 214 | -9.70 | 107 | -12.40 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 155 | 0.00 | 77 | -2.53 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 7,825 | 184.55 | 3,912 | 178.04 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 9,406 | 8.40 | 4,583 | 9.07 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,339 | -2.76 | 1 | |||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 10 | 5 | ||||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 658 | 329 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 54,324 | 44.85 | 27,161 | 41.45 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 20 | -89.69 | 10 | -89.90 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 47,445 | -5.82 | 23,722 | -8.03 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 411 | 0.49 | 205 | -1.91 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 3,500 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 902 | -0.77 | 451 | -3.23 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 736 | 0.14 | 368 | -2.39 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 296 | 0.00 | 148 | -2.65 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 110 | 0.00 | 0 | |||||
| 2025-04-29 | 13F | 核心另类资本 | 0 | -100.00 | 0 | |||||
| 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 | 16,631 | 6.64 | 8,062 | 11.96 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 1,645 | -2.95 | 822 | -5.19 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 45,214 | 5.10 | 22,606 | 2.63 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,965 | -0.85 | 3,482 | -3.17 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 990 | 482 | ||||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 404 | 202 | ||||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 9,923 | -45.65 | 4,961 | -46.92 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 5,600 | -16.42 | 2,800 | -18.40 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 4,900 | -5.77 | 2,450 | -8.00 | |||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 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 | 1,052 | -73.18 | 526 | -73.85 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 59,660 | -1.69 | 29,829 | -4.00 | ||||
| 2025-04-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 2,961 | -0.57 | 1,367 | -6.24 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 3,033 | 5.83 | 1,470 | 11.11 | ||||
| 2025-05-12 | 13F | 金融引擎顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 11,762 | 37.15 | 5,881 | 33.94 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 69,849 | -49.93 | 34,969 | -51.05 | ||||
| 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 | 171,521 | -17.18 | 85,757 | -19.13 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,286 | 161.62 | 1,669 | 149.10 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 3,305 | -1.14 | 1,652 | -3.45 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 77,059 | -2.86 | 38,528 | -5.14 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 1,183 | -1.00 | 591 | -3.27 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 101 | 1.00 | 50 | -1.96 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 792 | 0.00 | 396 | -2.47 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 468 | 735.71 | 234 | 732.14 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 19,108 | -31.71 | 9,554 | -33.32 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 937 | -88.98 | 468 | -89.25 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 456,143 | 11.91 | 228,062 | 9.28 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 87,162 | -1.22 | 43,579 | -3.54 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 3 | -84.21 | 2 | -88.89 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 175,562 | -1.90 | 87,778 | -4.20 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 396 | 198 | ||||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 5 | -37.50 | 2 | -50.00 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 412 | 206 | ||||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 210 | 0.00 | 105 | -2.80 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 470 | 0.00 | 232 | -3.33 | ||||
| 2025-06-26 | NP | 克拉夫全球股票基金 | 4,733 | 79.08 | 2,303 | 78.87 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 3,378 | 2,602.40 | 1,699 | -2.36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,104 | 99.11 | 6,054 | 94.44 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 911 | 0.11 | 456 | -2.15 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 452 | 9.98 | 226 | 7.14 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 846 | 423 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 4,807 | -11.36 | 2,403 | -13.44 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 31,062 | -5.06 | 15,112 | -5.21 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 591 | -8.37 | 286 | -3.70 | ||||
| 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 | 808 | 0.00 | 392 | 4.83 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 1,250 | -2.27 | 625 | -4.59 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 54 | 0.00 | 27 | -3.70 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 560 | 0.00 | 280 | -2.45 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 17,902 | 0.00 | 8,951 | -2.36 | ||||
| 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 | 331,118 | -7.70 | 160,516 | -3.09 | ||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 400 | 0.00 | 205 | 0.00 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 271 | 0.00 | 135 | -2.17 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 12 | -78.95 | 6 | -79.31 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 725 | 0.00 | 362 | -2.43 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 283,440 | 132.55 | 142 | 127.42 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,860 | 0.00 | 930 | -2.42 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 1,346 | 0.00 | 652 | 4.99 | ||||
| 2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 383 | 8.50 | 191 | 6.11 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 9,558 | 13.79 | 5 | 0.00 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 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 | 36,868 | 15.83 | 18,433 | 13.11 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 241 | 26.84 | 120 | 23.71 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 安盛公司 | 16,338 | 1,487.76 | 8,169 | 1,452.85 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 1,536 | 0.00 | 768 | -2.42 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 250 | 0.00 | 125 | -3.12 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 47,773 | -29.73 | 23,885 | -31.38 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 762 | 5.83 | 381 | 3.53 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 643 | 0.00 | 321 | -2.43 | ||||
| 2025-07-09 | 13F | 企业银行 | 1,572 | -1.69 | 786 | -4.03 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 320 | -9.09 | 160 | -11.67 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 931 | 14.66 | 466 | 11.78 | ||||
| 2025-04-22 | 13F | 曼宁纳皮尔顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 54 | 0.00 | 0 | |||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 241 | 3.88 | 123 | 13.89 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 1,256 | 10.47 | 628 | 7.90 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 1 | -80.00 | 0 | |||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 4,107 | -66.68 | 2,053 | -67.47 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 2,805 | 56.35 | 1,365 | 64.93 | ||||
| 2025-08-13 | 13F | 科普利金融集团有限公司 | 786 | -10.68 | 393 | -12.89 | ||||
| 2025-05-27 | NP | FELV - 富达增强型大盘价值 ETF | 26,965 | 3.89 | 13,806 | 13.35 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 38,722 | -2.86 | 19,361 | -5.14 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 3,384 | 6.95 | 1,692 | 4.38 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 42,015 | -0.82 | 21,005 | -3.16 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 价值 II 级 | 10,752 | -7.48 | 5,376 | -9.66 | ||||
| 2025-08-06 | 13F | 南州公司 | 145 | 9.02 | 72 | 5.88 | ||||
| 2025-05-30 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 527 | 45.18 | 270 | 58.24 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 2,756 | 3.92 | 1,378 | 1.55 | ||||
| 2025-08-26 | NP | FKINX - 富兰克林收入基金 A1 级 | 250,000 | -37.50 | 124,995 | -29.01 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 3,045 | -11.51 | 1,522 | -13.57 | ||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,120 | 0.00 | 4,560 | -2.36 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 287 | 3.24 | 139 | 8.59 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 75 | 0.00 | 44 | 13.16 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 巴林金融有限责任公司 | 616 | 0.16 | 308 | -2.23 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,311 | -1.86 | 16,206 | -2.02 |
