机构投资人持股和股东
Philip Morris International Inc. (AT:PMOR) 有 4109 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 1,654,844,035 股股票。 最大股东包括 Vanguard Group Inc, Capital World Investors, BlackRock, Inc., Capital International Investors, State Street Corp, GQG Partners LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Jpmorgan Chase & Co, VFINX - Vanguard 500 Index Fund Investor Shares, and AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A .
Philip Morris International Inc. (WBAG:PMOR)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 151.72 / share. Previously, on May 9, 2025, the share price was 151.10 / share. This represents an increase of 0.41% 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
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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 | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 39,103 | -31.65 | 7,122 | -21.58 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 66,811 | -29.76 | 12,065 | -18.31 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 404,764 | 45.14 | 73,720 | 66.54 | ||||
| 2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 212,113 | -4.38 | 38,632 | 9.72 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 248 | 0.81 | 45 | 15.38 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 60,297 | -11.21 | 10,982 | 1.88 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 46,769 | -11.04 | 8,518 | 2.07 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,166,928 | -22.60 | 212,533 | -11.19 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 4,290 | 6.96 | 787 | 22.78 | ||||
| 2025-06-25 | NP | COHOX - Coho 相对价值股票基金顾问类别股票 | 45,584 | -15.49 | 7,811 | 11.24 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 2,207 | 2.03 | 402 | 16.91 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,078 | 9.83 | 743 | 25.98 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 16,121 | 0.77 | 2,936 | 15.64 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 5,793 | 0.31 | 1,055 | 15.17 | ||||
| 2025-08-08 | 13F | 创意策划 | 468,577 | 6.20 | 85,342 | 21.86 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 68,309 | 12,533 | ||||||
| 2025-07-15 | 13F | 鼓山资本有限责任公司 | 2,344 | 0.00 | 427 | 14.52 | ||||
| 2025-07-22 | 13F | 提升资本顾问有限责任公司 | 11,897 | 8.38 | 2,167 | 24.34 | ||||
| 2025-05-15 | 13F | 阿奇舒勒·沙汉姆有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 12,423 | 79.58 | 2,129 | 136.44 | ||||
| 2025-07-16 | 13F | 一+一财富管理有限公司 | 2,362 | 3.05 | 430 | 18.46 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 9,378 | 4.51 | 1,694 | 21.54 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 472 | 0.00 | 86 | 14.86 | ||||
| 2025-08-05 | 13F | 马歇尔金融集团公司 /adv | 3,378 | 0.00 | 615 | 14.74 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 2,600 | 474 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 25,110 | 0.95 | 4,573 | 15.83 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 28,737 | -5.99 | 5,234 | 7.87 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,785 | 4.70 | 507 | 20.14 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 767 | 25,466.67 | 140 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 7,595 | -4.87 | 1,383 | 9.16 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 363 | 66 | ||||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 30,915 | 0.14 | 5,631 | 14.90 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 4,979 | -15.42 | 907 | -3.00 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 3,004 | 3.30 | 547 | 56.73 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 1,879 | 1.24 | 342 | 16.33 | ||||
| 2025-08-01 | 13F | 规划方向公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 核心另类资本 | 128 | 0.00 | 23 | 15.00 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 7,042 | 36.76 | 1,283 | 56.92 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 192 | 0.00 | 35 | 13.33 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 23,887 | -26.08 | 4,351 | -15.19 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 188,335 | -7.56 | 34,301 | 6.07 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 2,645 | 0.00 | 482 | 14.80 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 12,399 | -1.00 | 2,258 | 13.64 | ||||
| 2025-06-27 | NP | PSL - Invesco DWA 必需消费品动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,452 | -30.41 | 2,819 | -8.41 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 2,396 | 436 | ||||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 5,219 | 951 | ||||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 44,525 | -0.65 | 8,109 | 14.00 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 255 | 23.19 | 46 | 43.75 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 6,227,944 | 0.00 | 1,128,388 | 13.95 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 5,847 | 11.08 | 1,065 | 27.43 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 395 | 0 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 6,122 | 0.39 | 1,115 | 15.31 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 1,723 | 0.00 | 314 | 14.65 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 20,112 | 3,663 | ||||||
| 2025-07-17 | 13F | 海岸线信托公司 | 3,375 | 0.00 | 615 | 14.77 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 5,471 | 0.00 | 996 | 14.75 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 20,243 | -71.62 | 3,469 | -62.66 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 普通股基金 - I 类 | 32,648 | 0.00 | 5,946 | 14.74 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 64 | 12 | ||||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 329,050 | 0.00 | 59,930 | 14.74 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 8,233 | 0.00 | 1,499 | 14.78 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 266 | 0.00 | 48 | 14.29 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 308,400 | -11.78 | 56 | 43.59 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 401,300 | -3.79 | 73 | 10.61 | |||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 9,570 | -32.08 | 1,640 | -10.63 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 7,382 | -16.87 | 1,344 | -4.61 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司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 | 960,124 | -2.05 | 173,389 | 13.92 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 32,962 | -31.91 | 6,003 | -21.88 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 644,730 | -1.08 | 117,425 | 13.50 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 3,893 | -45.58 | 709 | -37.53 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 2,125 | 0.00 | 387 | 14.84 | ||||
| 2025-08-06 | 13F | Axim 规划与财富 | 4,075 | 0.00 | 742 | 14.86 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 14,573 | -48.88 | 2,654 | -41.35 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 9,259 | -4.44 | 1,686 | 9.69 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 1,834 | -64.97 | 334 | -59.81 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 1,895 | -15.82 | 345 | |||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 34,431 | -5.82 | 6,271 | 8.08 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 5,624 | 18.57 | 1,024 | 36.17 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,865 | 11.57 | 522 | 28.01 | ||||
| 2025-04-22 | 13F | 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 20,051 | 8.82 | 4 | 50.00 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 8,445 | -24.91 | 1,538 | -13.84 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 103,640,455 | 2.03 | 18,876,036 | 17.07 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 1,270 | 551.28 | 149 | 14.62 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 29,916 | 94.00 | 5,449 | 122.64 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 693,502 | 13.46 | 126,308 | 30.19 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 1,901 | 0.00 | 346 | 14.95 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 22,960 | 0.45 | 4,182 | 15.24 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 1,369 | 0.00 | 249 | 14.75 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,373 | 2.85 | 250 | 18.48 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 3,656 | 12.49 | 666 | 29.13 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 7,140 | -32.76 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 500 | 0.00 | 91 | 15.19 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 3,939 | 0.00 | 717 | 14.72 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 905,392 | 61.83 | 164,899 | 85.68 | ||||
| 2025-05-15 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 1,416 | 0.43 | 260 | 14.60 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 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 | 38,300 | 6,976 | ||||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 8,443 | -77.38 | 1,538 | -74.05 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 7,000 | 0.00 | 1,275 | 14.67 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 5,040 | 54.36 | 918 | 77.03 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,404 | 256 | ||||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 50,200 | -34.74 | 8,602 | -14.12 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 17,559 | -1.46 | 3,198 | 13.08 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76,553 | -7.01 | 13,943 | 6.70 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 104,563 | -3.16 | 19,044 | 11.12 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 16,763 | 3,053 | ||||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 2,000 | 0.00 | 364 | 14.83 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 7,500 | -51.92 | 1,366 | -44.87 | |||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 1,537 | -42.24 | 280 | -33.89 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 11,113 | -1.26 | 2,024 | 13.27 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 348 | 63 | ||||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 17 | 0.00 | 3 | 50.00 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 1,974 | -25.14 | 360 | -14.11 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 30,007 | -5.83 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 1,709 | 0.18 | 311 | 15.19 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 7,597 | -4.50 | 1,384 | 9.59 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 18,343 | 24.38 | 3,341 | 42.74 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 36,152 | -1.97 | 6,584 | 12.49 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 6,335 | -0.16 | 1,154 | 14.50 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 379 | 0.00 | 69 | 15.00 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 19,456 | 2.76 | 3,544 | 17.90 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 34,329 | -3.18 | 5,842 | -2.89 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 7,293 | -6.28 | 1,189 | -9.73 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 91,386 | 16,644 | ||||||
| 2025-05-27 | NP | BUZZ - VanEck Vectors 社会情绪 ETF | 1,413 | -39.64 | 224 | -21.13 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 17,662 | 47.63 | 3,217 | 69.44 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,415 | 9.03 | 440 | 25.07 | ||||
| 2025-05-21 | NP | MBOVX - M 大盘价值基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 13,865 | -0.69 | 2,525 | 13.94 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 843 | 307.25 | 152 | 375.00 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 2,100 | 382 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 115,177 | -7.27 | 20,977 | 6.40 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 179,146 | 150.25 | 32,628 | 187.16 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 6,097 | -1.93 | 1,110 | 2.59 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 627 | -16.62 | 114 | -4.20 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 603 | 34.30 | 110 | 53.52 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 554,212 | 19.62 | 100,939 | 37.25 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 7,088 | -2.44 | 1,291 | 11.88 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 26,079 | -1.51 | 4,750 | 12.99 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 5,443 | -1.32 | 991 | 13.26 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 52,520 | 0.17 | 9,485 | 16.50 | ||||
| 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 | 17,740 | 3,040 | ||||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 1,570 | -18.23 | 286 | -9.52 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 6,700 | -8.23 | 1,220 | 5.35 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 1,694 | -26.16 | 309 | -14.92 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 46,901 | -14.15 | 8,542 | -1.50 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 8,078 | -1.93 | 1,471 | 12.55 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 4,012 | -5.76 | 731 | 8.15 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 4,215 | -9.39 | 768 | 4.64 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 176 | 30 | ||||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 8,385 | -40.14 | 1,527 | -31.31 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 1,183 | 215 | ||||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 1,175 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 1,990 | 0.00 | 362 | 14.92 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 9,900 | 1,803 | |||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 2,794 | 4.25 | 509 | 19.53 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 34,515 | -51.04 | 6,286 | -43.82 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 200 | 36 | |||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 742,094 | 19.48 | 135,158 | 37.10 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 139,035 | -2.43 | 25,322 | 11.96 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,638 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,479 | 1.05 | 634 | 15.93 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 1,097,351 | 1.21 | 199,861 | 16.13 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 4,208 | -26.57 | 766 | -15.73 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 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 | 173,087 | -7.65 | 31,524 | 5.96 | ||||
| 2025-07-28 | NP | NBCC - Neuberger Berman 下一代互联消费者 ETF | 2,455 | 0.00 | 443 | 16.27 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 224,659 | -15.08 | 38,498 | 45.56 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 80,000 | 0.00 | 14,447 | 16.30 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 75 | 31.58 | 14 | 62.50 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,002 | -14.55 | 365 | -1.89 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,625,297 | -12.88 | 296,015 | -0.04 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,031 | 28.71 | 177 | 66.04 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 641,656 | 0.14 | 116,865 | 14.91 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 5,605 | 42.15 | 1,021 | 63.20 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 451,779 | 21.12 | 82,264 | 38.95 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 210,403 | -0.50 | 38,321 | 14.17 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 1,439,429 | -54.97 | 246,661 | -40.73 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 2,428 | 1.38 | 372 | 29.17 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 7,651 | -1.86 | 1,394 | 12.61 | ||||
| 2025-07-14 | 13F | 恩子财富 | 1,842 | 0.00 | 331 | 5.75 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 26,482 | 0.12 | 4,823 | 14.89 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 5,428 | -3.07 | 989 | 11.26 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 5,280 | 0.00 | 962 | 14.68 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,932 | 0.31 | 354 | 14.61 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 12,558 | 0.00 | 2,287 | 14.75 | ||||
| 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 | 18,562 | 20.85 | 3,381 | 38.64 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 159,410 | 29,033 | ||||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 1,419 | 0.00 | 259 | 14.67 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 14,418 | 2,626 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 50,991 | 131.00 | 9,287 | 249.62 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,048 | 191 | ||||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 72,909 | 10.32 | 13,279 | 26.58 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,463 | -7.37 | 321 | -9.09 | ||||
| 2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,842,167 | -6.22 | 315,674 | 23.43 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 27,278 | 527.22 | 4,943 | 648.79 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 16,158 | 11.68 | 2,943 | 28.14 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,444,941 | 0.70 | 590,325 | 32.53 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 95 | 0.00 | 17 | 13.33 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 3,935 | 0.00 | 717 | 14.74 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 2,594 | 0.89 | 472 | 15.69 | ||||
| 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 | 22,839 | -3.61 | 4,160 | 10.58 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 494,622 | -0.75 | 90,086 | 13.88 | ||||
| 2025-08-06 | 13F | 汉兰达合伙人有限合伙人 | 2,500 | 0.00 | 455 | 14.90 | ||||
| 2025-08-26 | NP | WCFOX - WCM 重点国际机会基金投资者类别股票 | 8,080 | -1.38 | 1,472 | 13.15 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 10,959 | -21.43 | 1,878 | 3.36 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 5,248 | -0.51 | 956 | 14.10 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 12,040 | 9.11 | 2,193 | 25.19 | ||||
| 2025-03-28 | NP | JVAL - 摩根大通美国价值因子 ETF | 16,138 | -44.94 | 2,101 | -45.98 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 8,452 | 4.22 | 1,539 | 19.58 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 80,444 | -4.90 | 14,651 | 9.12 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 13,520 | -5.01 | 2,462 | 8.99 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 6,964 | 5,703.33 | 940 | 17.35 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 费根联合公司 | 2,020 | 7.91 | 368 | 23.57 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 18,921 | 1,067.24 | 3,446 | 1,240.86 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 25,780 | 37.38 | 4,697 | 57.58 | ||||
| 2025-08-12 | 13F | 联合银行 | 549,762 | 1.06 | 100,128 | 15.96 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 613,419 | 2,226.20 | 111,722 | 2,569.58 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 545,965 | 13.53 | 99,437 | 30.27 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,034 | 17.30 | 323 | 54.81 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 76 | 13 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 28,073 | 1.11 | 5,113 | 16.00 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 321,227 | -3.19 | 59 | 11.54 | ||||
| 2025-05-12 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 145 | 18.85 | 26 | 36.84 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 16,146 | -0.93 | 2,941 | 13.69 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 1,200 | -5.44 | 219 | 8.46 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,928 | -16.21 | 351 | |||||
| 2025-05-12 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 23,312 | -0.57 | 4 | 33.33 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 7,981 | 40.04 | 1,441 | 52.16 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,709 | -12.19 | 676 | 0.75 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 164,601 | 0.00 | 28,206 | 31.61 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 1,240 | 226 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 97,700 | 216.18 | 17,794 | 262.85 | |||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 127,710 | 23,260 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 30,940 | 5.75 | 5,635 | 21.37 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 89,599 | 3.97 | 16,319 | 19.29 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 3,561 | -7.14 | 288 | -24.67 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 1,476 | 0.61 | 271 | 12.50 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 26,000 | -67.98 | 4,735 | -63.26 | |||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 239 | -0.42 | 44 | 13.16 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 2,305 | 1.77 | 420 | 16.71 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 管理资产投资组合有限公司 | 13,047 | -2.04 | 2,376 | 12.39 | ||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 559,197 | -4.50 | 101,847 | 9.58 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 9,091 | 41.83 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 33,233 | 3.54 | 6,053 | 18.81 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,350 | 792 | ||||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 20,261 | 10.00 | 3,690 | 26.24 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 39,979 | -16.47 | 7,281 | -4.16 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 267,901 | 1.06 | 45,908 | 33.01 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 1,560 | 284 | ||||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 69,201 | -1.45 | 12,604 | 13.07 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 350,735 | 59.15 | 63,879 | 82.61 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,528 | 87.36 | 626 | 110.07 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 129,110 | 26.13 | 23,515 | 44.73 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,014 | 6.51 | 185 | 21.85 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 2,501 | -9.58 | 456 | 3.64 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 25,915 | -26.21 | 4,747 | -15.26 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 14,679 | 0.83 | 2,673 | 5.49 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 3,101 | -96.03 | 565 | -95.45 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 28,613 | 6.21 | 5,211 | 21.87 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 4,729 | 861 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 31,160 | -54.09 | 5,675 | -47.32 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 2,493 | 5.55 | 454 | 21.12 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,972 | 1.13 | 359 | 16.18 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 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 | 891,544 | 0.53 | 161,004 | 16.92 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 237 | 41 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,163 | -14.94 | 394 | 28.85 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 30,761 | 13.99 | 5,603 | 72.53 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 17,844 | 21.95 | 3,250 | 39.92 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 8,300 | 0.00 | 1,512 | 14.73 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 884 | 0.68 | 161 | 15.83 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,877,526 | 0.25 | 3,438,164 | 15.03 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 21,784 | 2.09 | 3,968 | 17.12 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 1,132 | 206 | ||||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 6,823 | -5.49 | 1,099 | -9.40 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 4,109 | -1.91 | 748 | 12.65 | ||||
| 2025-05-12 | 13F | 运营顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 41,193 | -4.48 | 8 | -99.90 | ||||
| 2025-05-09 | 13F | 进化顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 22,783 | 1.80 | 4,149 | 16.81 | ||||
| 2025-05-15 | 13F | Deprince Race 和 Zollo Inc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 29,408 | -29.36 | 5,356 | -18.93 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 20,033 | 51.51 | 3,649 | 73.88 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 347 | 63 | ||||||
| 2025-05-15 | 13F | BLI - 卢森堡投资银行 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 42,393 | 58.62 | 7,721 | 81.99 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 4,288 | 7.52 | 781 | 23.22 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 9,619 | -33.29 | 1,752 | -23.47 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 102,418 | -14.14 | 18,653 | -1.48 | ||||
| 2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 155,498 | 78.57 | 28,081 | 107.68 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 18,081 | -9.30 | 3,293 | 4.05 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 177,516 | -10.04 | 32,331 | 3.22 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 150 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 9,393 | 29.77 | 1,711 | 48.95 | ||||
| 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 | 1,579 | -41.34 | 288 | -32.79 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 3,317 | 122.47 | 599 | 159.31 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 8,050 | 3.03 | 1,466 | 18.23 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 13,990 | -4.24 | 2,221 | 26.28 | ||||
| 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 | 28,000 | 207.69 | 5,057 | 546.55 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 3,453 | -0.38 | 629 | 14.18 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 3,471 | -5.45 | 616 | 5.84 | ||||
| 2025-08-07 | 13F | 第1620章 | 46 | -54.00 | 8 | 700.00 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 3,712,064 | -1.48 | 676,078 | 13.05 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 32,668 | 4.95 | 5,950 | 20.43 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 92,353 | -0.04 | 16,820 | 14.70 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 3,598 | 0.00 | 655 | 14.71 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,531 | 0.07 | 279 | 14.88 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/WCM 聚焦国际股票基金 (I) | 469,844 | 85,573 | ||||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 5,206 | -15.06 | 940 | -1.16 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 5,970 | -10.16 | 948 | 18.52 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 126,039 | -21.18 | 22,955 | -9.56 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 211,081 | 24.81 | 38,444 | 43.21 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,195 | 16.98 | 946 | 34.38 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 2,919 | 148.00 | 527 | 189.56 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 18,423 | -5.35 | 3,355 | 8.61 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 13,149 | -0.53 | 2,395 | 14.11 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 72 | 0.00 | 13 | 18.18 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 44,839 | -3.22 | 8,166 | 11.04 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 773 | 82.74 | 132 | 140.00 | ||||
| 2025-08-04 | 13F | Savoir Faire 资本管理有限合伙人 | 44,055 | 446.52 | 8,024 | 527.29 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 18,465 | 0.00 | 3,363 | 15.21 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 31,948 | -0.61 | 5,819 | 14.03 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 45,800 | -35.04 | 8,345 | -25.41 | |||
| 2025-08-04 | 13F | KLCM 顾问公司 | 12,985 | 0.82 | 2,365 | 15.70 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 140,300 | -42.24 | 25,564 | -33.68 | |||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 2,957 | -78.66 | 539 | -75.53 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 47,877 | -3.61 | 8,720 | 10.61 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 262 | 0.00 | 48 | 14.63 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 2,621 | -68.57 | 478 | -63.95 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 1,325 | 227 | ||||||
| 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 | 41,300 | 0.00 | 7,458 | 16.30 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 38,374 | 43.92 | 6,989 | 65.15 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 6,967 | 14.19 | 1,258 | 32.84 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 2,672 | -3.92 | 487 | 10.20 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 1,870 | 4.18 | 341 | 19.72 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 217,035 | 5.79 | 39,529 | 21.38 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 116,142 | -18.28 | 21,153 | -6.24 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 8,415 | 0.79 | 1,096 | -1.08 | ||||
| 2025-04-17 | 13F | 退休解决方案公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 2,279 | 0.04 | 415 | 14.96 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 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 | 115,139 | 166.70 | 20,970 | 411.34 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 4,949 | 238.05 | 901 | 288.36 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 28,009 | -10.87 | 5,101 | 2.27 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 353 | 0.00 | 64 | 14.29 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,501,347 | 1.34 | 273,440 | 16.27 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 100 | 0.00 | 18 | 20.00 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 4,039 | 0.00 | 736 | 14.66 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 507,091 | 0.20 | 86,895 | 31.87 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 1,221 | 222 | ||||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 8,630 | 9.74 | 1,572 | 25.88 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 109,308 | -6.86 | 19,908 | 6.87 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 56,073 | 12.08 | 10,213 | 28.60 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 413,054 | 6.00 | 75,198 | 21.58 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 5,624 | 5.00 | 1,024 | 20.47 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 6,290,458 | -5.90 | 1,077,933 | 23.85 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,403 | 120.40 | 615 | 156.90 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 9,146 | -0.10 | 1,678 | 14.54 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 39,944 | 7,275 | ||||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 5,350 | 4.96 | 982 | 20.37 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 87,335 | -36.25 | 15,772 | -25.86 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 17,093 | 23.67 | 3,113 | 41.95 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,599 | -20.71 | 1,384 | -9.01 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 500 | 0.00 | 91 | 15.19 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 29,002 | 0.00 | 4,970 | 31.59 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 4,873,326 | -2.86 | 887,579 | 11.46 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 4,239 | -76.65 | 772 | -73.20 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 664 | 27.69 | 121 | 93.55 | ||||
| 2025-06-26 | NP | HFLGX - 轩尼诗基石大型成长基金投资者类别 | 22,300 | -1.76 | 3,821 | 29.31 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 2,062 | -3.60 | 376 | 10.62 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 1,132 | 206 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 65,900 | 4.60 | 12,002 | 20.03 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,360 | -11.05 | 246 | 1.65 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 10,000 | 0.00 | 1,821 | 14.74 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 5,670 | -7.59 | 1,033 | 6.06 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 18,216 | -16.10 | 3,318 | -3.74 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 8,043 | 0.05 | 1,472 | 14.74 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 4,911 | -27.60 | 872 | -19.05 | ||||
| 2025-05-12 | 13F | RIA 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 78,085 | 665.24 | 14,222 | 778.38 | ||||
| 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 | 1,562,532 | -20.11 | 284,584 | -8.34 | ||||
| 2025-07-24 | 13F | 康宁公司 | 148,981 | -17.95 | 27,134 | -5.86 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 849,105 | -0.64 | 154,647 | 14.01 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 54,260 | 9,882 | ||||||
| 2025-08-19 | 13F | Marex 集团 | 14,500 | 2,641 | ||||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 228,000 | 64.98 | 41,275 | 92.48 | |||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 1,195 | 218 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 32,132 | -33.19 | 5,817 | -22.06 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 412,100 | 44.04 | 74,602 | 68.06 | |||
| 2025-08-11 | 13F | Birchbrook公司 | 1,173 | 0.00 | 214 | 14.52 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 15,865 | -3.69 | 2,889 | 10.52 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 8,500 | 269.57 | 1,548 | 324.11 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 167,884 | -0.12 | 30,577 | 14.61 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 102,054 | -20.30 | 18,430 | -7.31 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 9,556 | 1,638 | ||||||
| 2025-08-14 | 13F | 夏威夷银行 | 13,326 | 42.92 | 2,427 | 64.10 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 13,307 | 7.38 | 2,191 | 0.87 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 12 | 2 | ||||||
| 2025-08-26 | NP | WCMIX - WCM 聚焦国际成长基金机构类别 | 4,630,821 | 843,411 | ||||||
| 2025-08-11 | 13F | 信托银行 | 18,352 | -3.17 | 3,342 | 11.10 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 2,705 | 7.09 | 493 | 22.69 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 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 | 13,436 | 2,447 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 96,250 | 1,238.11 | 17,530 | 1,436.37 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 8,823 | 18.52 | 1,607 | 36.07 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 21,656 | 0.27 | 3,944 | 17.73 | ||||
| 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 | 488,338 | -0.73 | 88,941 | 7.55 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 5,839 | 8.09 | 1,063 | 24.04 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,434 | 16.73 | 990 | 34.01 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 265,947 | 48,437 | ||||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 4,436 | -6.35 | 808 | 7.46 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 126 | 0.00 | 22 | 31.25 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 30,689 | -2.15 | 5,589 | 12.27 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 75,965 | 29.51 | 13,836 | 48.60 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 18,621 | -18.26 | 3,391 | -6.22 | ||||
| 2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 1,679 | -6.93 | 306 | 6.64 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 68,451 | -79.99 | 12,467 | -77.04 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 256,318 | -0.43 | 46,683 | 14.25 | ||||
| 2025-06-17 | NP | GSIHX - 高盛 GQG Partners 国际机会基金 A 类股票 | 21,231,175 | 0.00 | 3,638,174 | 31.61 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 17,000 | 3,096 | ||||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 18,065 | 3,290 | ||||||
| 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 | 34,789 | -7.80 | 5,961 | 21.36 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 1,378,627 | -1.01 | 248,966 | 15.13 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 8,710 | -24.79 | 1,586 | -13.71 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 2,638 | -2.73 | 480 | 11.63 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 623 | 406.50 | 113 | 494.74 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,003 | 547 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 5,134 | 7.34 | 935 | 23.19 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 82,668 | 0.00 | 14,166 | 31.61 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 396,800 | 56.28 | 72,269 | 79.32 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 482,500 | 34.66 | 87,878 | 54.52 | |||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 1,397 | 10.79 | 254 | 27.00 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 12,357 | 0.00 | 2,232 | 16.32 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 26,707 | 4.20 | 4,864 | 19.57 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,301,446 | -1.23 | 237,005 | 15.93 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 963,233 | -3.19 | 175,434 | 11.08 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 101,789 | -2.18 | 18,539 | 12.24 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 1,835 | 22.82 | 334 | 40.93 | ||||
| 2025-06-26 | NP | FCMVX - 富达中型价值 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 | 1,064 | 40.00 | 182 | 85.71 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 5,939 | 13.77 | 1,082 | 30.56 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 65,040 | 0.62 | 11,145 | 32.44 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 2,064 | -3.51 | 376 | 10.62 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 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 | 34,383 | 0.00 | 5,892 | 31.61 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 85,106 | 12.48 | 15,500 | 29.06 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 8,371 | 1,525 | ||||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 55,440 | 5.82 | 9,500 | 39.28 | ||||
| 2025-07-09 | 13F | 帕克赛德顾问有限责任公司 | 5,905 | 0.00 | 1,083 | 14.60 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 2,700 | 0.00 | 492 | 14.72 | ||||
| 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 | 2,426,916 | -3.92 | 442,014 | 10.24 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,526 | 6.94 | 278 | 22.57 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 1,680 | 0.00 | 306 | 14.66 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 6,024,901 | 5.33 | 1,097,315 | 20.86 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 3,650 | -0.08 | 665 | 14.68 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 8,703 | 21.28 | 1,585 | 39.16 | ||||
| 2025-04-10 | 13F | 巅峰财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 7,634 | -0.52 | 1,390 | 14.12 | ||||
| 2025-08-05 | 13F | 好事达公司 | 2,588 | -94.56 | 471 | -93.76 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 96,597 | -2.19 | 17,593 | 12.24 | ||||
| 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 | 380,888 | -1.08 | 65,269 | 30.19 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 5,715 | 979 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 44,038 | 7.05 | 8,021 | 22.84 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 140,823 | -4.91 | 25,838 | 8.99 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 544,421 | -9.69 | 99 | 4.21 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 1,194 | -15.97 | 217 | -3.56 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 988 | -2.76 | 180 | 11.80 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,610 | 26.09 | 478 | 44.41 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 24,455 | 0.98 | 4,485 | 15.72 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 1,492 | 0.00 | 272 | 14.83 | ||||
| 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 | 162,729 | -8.04 | 29,638 | 5.52 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 1,488 | 0.00 | 271 | 14.83 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 239,860 | -4.75 | 43,686 | 9.29 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 1,715 | 312 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 164 | 30 | ||||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 3,580,561 | -8.23 | 652,128 | 5.30 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 24,792 | -17.77 | 4,515 | -5.64 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 140,000 | -57.56 | 25,498 | -17.83 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,233,801 | 8.65 | 403,402 | 26.36 | ||||
| 2025-08-20 | NP | RINT - 国际发达股票主动型ETF | 441 | 80 | ||||||
| 2025-08-22 | NP | 三洲公司 | 27,500 | -42.11 | 5,009 | -33.57 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 12,500 | 525.00 | 2,277 | 617.98 | |||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 3,623 | -17.40 | 660 | -5.32 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 161,173 | -1.63 | 29,354 | 12.87 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 15,629 | 23.78 | 2,847 | 42.02 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 70,061 | -24.66 | 12,760 | -13.56 | ||||
| 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 | 1,492 | -55.34 | 272 | -13.42 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 13,109 | 0.44 | 2,388 | 15.26 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 4,110 | 0.00 | 749 | 14.72 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 1,539 | 280 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 187,997 | -6.48 | 34,240 | 7.31 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 2,345 | -7.89 | 427 | 5.69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 89,279 | 3.31 | 16 | 23.08 | ||||
| 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 | 13,418 | 250.07 | 2,444 | 301.81 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 3,063 | -4.52 | 558 | 9.43 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 5,670,576 | -4.26 | 1,032,782 | 9.85 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,471 | -42.15 | 268 | -33.75 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 12,453 | -19.12 | 2,268 | -7.16 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 1,872 | -9.13 | 341 | 4.60 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 15,339 | -1.76 | 3 | 0.00 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,948 | 1,207.28 | 677 | 1,633.33 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 2,939 | 4.15 | 535 | 19.69 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 250,300 | 100.24 | 45,587 | 129.76 | |||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 3,698 | -20.81 | 673 | |||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 2,921 | -45.85 | 532 | -37.85 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 6,114 | -0.15 | 1,114 | 14.62 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 106 | -99.49 | 264 | -9.59 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,569 | 6.82 | 468 | 22.57 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 487 | 0.00 | 89 | 14.29 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 100 | 0.00 | 18 | 20.00 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 2,941 | 1.87 | 1 | |||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 42,257 | -30.81 | 7,696 | -20.61 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 558,103 | 21.58 | 101,647 | 39.50 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,631 | 290 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 194,280 | 33,292 | ||||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 38,035 | -35.47 | 6,979 | -26.04 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 1,025,606 | -2.79 | 186,794 | 11.55 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,920 | 2.96 | 8,554 | 35.52 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 389,300 | 70,903 | ||||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,673 | -0.83 | 302 | 13.11 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 50 | 0.00 | 9 | 28.57 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 2,838 | 0.39 | 517 | 15.18 | ||||
| 2025-08-14 | 13F | 安盛公司 | 66,392 | 4,401.15 | 12,092 | 5,067.09 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 24,318 | -29.67 | 4,429 | -19.30 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 77,607 | -9.40 | 14,135 | 3.96 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 42,482 | -5.28 | 7,737 | 8.70 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 4,707 | 8.23 | 852 | 23.48 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 37,181,107 | 1.84 | 6,760,346 | 16.72 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 1,101,700 | 0.00 | 200,653 | 14.74 | ||||
| 2025-05-29 | NP | SOAIX - 美国精神收入基金 A 类 | 2,000 | -63.64 | 317 | -52.04 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 3,208 | 9.56 | 584 | 25.86 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,240 | 226 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 150,271 | 145.26 | 27,369 | 181.42 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 17,208 | 6.73 | 3,108 | 24.13 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 8,140 | -0.99 | 1,060 | -2.84 | ||||
| 2025-05-15 | 13F | 比恩维尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 16,846 | -6.11 | 3,068 | 7.72 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 39,102 | 1.16 | 6,207 | 33.43 | ||||
| 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 | 466,071 | 0.43 | 79,866 | 32.17 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 28,913 | -0.04 | 5,234 | 16.65 | ||||
| 2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-24 | NP | BlackRock Funds II - 贝莱德全球股息投资组合机构股票 | 177,455 | 7.51 | 27,555 | 25.46 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 11,359 | 1,946 | ||||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 16,021 | -16.03 | 2,918 | -3.67 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 10,446 | 1,903 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 55 | 0.00 | 10 | 25.00 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 3,645 | 5.53 | 664 | 20.99 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 1,591 | -8.62 | 0 | |||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 347 | -2.53 | 63 | 12.50 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 2,096 | 382 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 121,416 | 0.06 | 22,114 | 14.81 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 4,800 | -29.41 | 874 | -19.00 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 10,467 | 5.93 | 1,906 | 21.56 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 1,512 | 9.64 | 275 | 26.15 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 1,486 | 183.59 | 271 | 225.30 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 切罗基保险公司 | 6,900 | 0.00 | 1,257 | 14.70 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,630 | 297 | ||||||
| 2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 26,226 | -32.50 | 4,494 | -11.15 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 653,693 | -1.31 | 112,017 | 29.89 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 59,298 | -1.94 | 10,800 | 12.51 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 23,759 | 8.24 | 4,291 | 25.88 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 29,333 | -9.18 | 5,342 | 4.21 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 6,109 | 0.64 | 1,113 | 15.47 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 1,300 | 40.39 | 223 | 85.00 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 12,279 | 157.91 | 2,236 | 196.16 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 8,806 | -10.08 | 1,604 | 3.15 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 1,819,529 | -17.71 | 331 | -5.43 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 50,066,435 | 1.94 | 9,118,600 | 16.97 | ||||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 7,612 | 0.09 | 1,386 | 14.83 | ||||
| 2025-07-09 | 13F | 企业银行 | 3,488 | -8.98 | 635 | 4.44 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 26,433 | 1.94 | 4,814 | 16.99 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 2,517,673 | 6.72 | 458 | 25.21 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 3,354 | 0.00 | 611 | 14.66 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 20,109 | -8.94 | 3,662 | 3.59 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 309 | 7.29 | 52 | 13.33 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 304 | 96.13 | 55 | 129.17 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,685 | -4.31 | 7,889 | 11.30 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 2,071 | 355 | ||||||
| 2025-03-28 | NP | PEY - 景顺高收益股票股息实现者 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 | 177,868 | -6.17 | 23,158 | -7.94 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 10,437 | 2.85 | 1,901 | 18.01 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 4,464 | 61.33 | 813 | 85.19 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 4,488 | -37.51 | 817 | -28.27 | ||||
| 2025-08-28 | NP | XLP - 必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,629,272 | -6.55 | 1,025,259 | 7.22 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 13,865 | -5.27 | 2,525 | 8.70 | ||||
| 2025-05-12 | 13F | 科维斯特有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 39 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,245 | 6.35 | 409 | 21.79 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 4,961 | -0.22 | 904 | |||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 3,488 | -1.11 | 635 | 13.60 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 1,393 | -4.39 | 254 | 9.52 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 134 | -1.47 | 24 | 14.29 | ||||
| 2025-07-08 | 13F | 第一国际信托银行 | 1,526 | 0.00 | 278 | 14.46 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 5,050 | 16.49 | 927 | 33.62 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 17,200 | -0.58 | 3 | 50.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 181,456 | -11.60 | 33,049 | 1.44 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 3,610 | 3.94 | 657 | 19.24 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 281,423 | 36.44 | 51,256 | 56.56 | ||||
| 2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 1,092 | 200 | ||||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 220,633 | -30.56 | 39,844 | -19.24 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 2,139 | -43.89 | 390 | -35.70 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 52,811 | -1.56 | 9,618 | 12.95 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 291,288 | 53,052 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 3,477,278 | 0.39 | 633,317 | 15.19 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 5,719 | 4.74 | 1,042 | 20.21 | ||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 1,003 | 43.49 | 172 | 87.91 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 51,253 | 8.80 | 9,335 | 24.84 | ||||
| 2025-08-11 | 13F | 福吉金融服务有限公司 | 1,908 | 0.10 | 345 | 14.24 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 3,966 | -16.21 | 722 | -3.86 | ||||
| 2025-07-22 | 13F | 遗产信托 | 1,921 | -0.26 | 350 | 14.43 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 19,279 | 3.58 | 3,511 | 18.86 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 10,762 | 3.82 | 1,960 | 19.15 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 4,825 | -87.98 | 879 | -86.22 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 32,994 | 16.72 | 6,009 | 33.95 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 19,475 | -11.01 | 3,547 | 2.10 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 269,968 | -2.41 | 49,169 | 11.98 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 6,054 | 8.22 | 1,103 | 24.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 141,132 | -4.55 | 25,704 | 9.53 | ||||
| 2025-08-14 | 13F | Xponance公司 | 218,859 | 11.95 | 39,861 | 28.46 | ||||
| 2025-08-14 | 13F | 埃米特投资管理有限公司 | 32,925 | -26.13 | 5,845 | -17.05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 10,469 | 0.00 | 1,907 | 14.75 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 2,210 | -10.49 | 351 | 17.85 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 1,199 | 218 | ||||||
| 2025-08-06 | 13F | 南州公司 | 18,106 | 0.16 | 3,298 | 14.92 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 38,100 | -96.21 | 6,939 | -95.65 | |||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 27,631 | -16.80 | 5,032 | -4.53 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 99,590 | 33.03 | 18 | 63.64 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 15,463 | -1.97 | 2,816 | 12.50 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 9,151 | 3.28 | 1,667 | 18.39 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 8,030 | -0.19 | 1 | 0.00 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 3,313 | 1.16 | 603 | 16.18 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 825,768 | -10.13 | 141,504 | 18.29 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 37,848 | 3.27 | 6,486 | 35.93 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 6,435 | -31.96 | 1,172 | -21.92 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 7,957 | 2.99 | 1,449 | 18.19 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 261,783 | -31.15 | 47,692 | -20.92 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 79,215 | 74.58 | 14,427 | 100.32 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 20,050 | -1.79 | 3,652 | 12.69 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 600 | 44.23 | 109 | 67.69 | ||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 1,351 | -10.88 | 246 | 2.50 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 12,449 | -1.27 | 2,267 | 13.29 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 20,148 | 8.68 | 3,670 | 24.71 | ||||
| 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 | 210,229 | 16.07 | 37,965 | 34.99 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 24 | 4 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 9,037 | -5.32 | 1,646 | 8.58 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 749,952 | -15.24 | 135,434 | -1.43 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 13,489 | 10.23 | 2,457 | 26.47 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 3,800 | 686 | ||||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 404,685 | 25.71 | 73,705 | 44.25 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 1,517,986 | -21.76 | 260,122 | 2.98 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 2,368 | 18.34 | 431 | 35.96 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 4,787 | -0.73 | 872 | 13.86 | ||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 1,522 | 0.00 | 279 | 8.56 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 112,802 | -11.53 | 20,545 | 1.51 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 3,039 | -5.47 | 553 | 8.43 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 490 | -28.36 | 89 | -17.59 | ||||
| 2025-08-27 | NP | TLCI - Touchstone 国际股票 ETF | 7,301 | 89.64 | 1,330 | 117.51 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 840 | 0.00 | 153 | 14.29 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 65,813 | -1.78 | 11,987 | 12.69 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 394,867 | -25.55 | 67,664 | -2.02 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 31,713 | 0.32 | 5,776 | 15.11 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 2,814 | 482 | ||||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 21,340 | -0.27 | 3,887 | 14.43 | ||||
| 2025-07-30 | NP | RFDA - RiverFront 动态美国股息优势 ETF | 2,680 | -6.94 | 484 | 8.05 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,200 | 0.00 | 23,713 | 14.74 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 1,211 | 72.75 | 221 | 98.20 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 13,245 | 12.04 | 2,392 | 30.30 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 196,025 | -9.52 | 35,702 | 3.82 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 1,160 | 211 | ||||||
| 2025-04-18 | 13F | 创意资本管理投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 75 | 0.00 | 14 | 18.18 | ||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 10,479 | 0.00 | 1,909 | 14.73 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 484,687 | 182.21 | 88,276 | 223.82 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 13,775 | 4.78 | 2,509 | 20.23 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 2,560 | 45.45 | 466 | 67.03 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 491,271 | -1.23 | 88,719 | 14.86 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 45,221 | -4.02 | 7,749 | 26.33 | ||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 27,969 | 51.94 | 5,094 | 74.36 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 3,419 | 9.58 | 621 | 25.45 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 3,999 | -3.62 | 728 | 10.64 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 18,840 | -4.33 | 3,431 | 9.79 | ||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 10,631 | -28.39 | 1,936 | 33.61 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 893 | 0.68 | 153 | 82.14 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 1,412 | -16.30 | 257 | -3.75 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 2,211 | 22.70 | 403 | 40.56 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 8,647 | 0.00 | 1,575 | 14.72 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 1,206 | -6.00 | 207 | 23.35 | ||||
| 2025-08-14 | 13F | 德肖公司 | 590,685 | -55.88 | 107,581 | -49.37 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 431,700 | 151.87 | 78,626 | 189.00 | |||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 460,443 | 3.47 | 84 | 18.57 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 118 | 0.00 | 21 | 16.67 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 1,409 | 2.32 | 257 | 17.43 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 38,859 | 0.37 | 7,077 | 15.17 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,444 | 0.00 | 11,043 | 31.62 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,573 | -12.07 | 286 | 1.06 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 32,072 | 0.39 | 5,841 | 15.21 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 7,716 | -21.79 | 1,405 | -10.28 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 3,728 | -57.74 | 679 | -51.57 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 146,974 | 12.60 | 26,768 | 29.20 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 4,907 | -40.22 | 894 | -31.47 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 93,600 | -43.17 | 17,047 | -34.79 | |||
| 2025-07-30 | 13F | 达戴维森公司 | 83,500 | -12.32 | 15,208 | 0.62 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 9,038 | 5.91 | 1,646 | 21.57 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 2,018 | -2.51 | 367 | 11.89 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 2,279 | -15.53 | 415 | -3.27 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 4,789 | 131.13 | 872 | 165.85 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 1,817 | -80.39 | 331 | -77.57 | ||||
| 2025-06-27 | NP | KEAT – 基廷主动型 ETF | 11,902 | -43.46 | 2,040 | -25.58 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 48,437 | 14.14 | 8,822 | 30.97 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 186,082 | -43.15 | 33,035 | -36.16 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 33,255 | -20.54 | 6,006 | -7.59 | ||||
| 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 | 929,105 | -22.06 | 159,211 | 2.58 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 11,626 | 2,117 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 33 | -97.26 | 6 | -96.84 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 3,980 | -1.70 | 725 | 12.77 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 3,000 | 0.00 | 1 | |||||
| 2025-07-28 | 13F | 邓克街公司 | 7,011 | 0.10 | 1,277 | 14.85 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 114 | 0.00 | 21 | 11.11 | ||||
| 2025-08-29 | NP | JAJGX - 全球信托资产净值 | 47,475 | -27.59 | 8,647 | -16.92 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 7,332 | 0.88 | 1,335 | 15.78 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 30,279 | 4.51 | 5,514 | 19.90 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 754,194 | -1.00 | 137,361 | 13.60 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 14,672 | 3.07 | 2,672 | 18.28 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 6,722 | 14.55 | 1,233 | 31.31 |
