机构投资人持股和股东
Prudential Financial, Inc. (AT:PRU) 有 2052 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 235,503,823 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, Morgan Stanley, FXAIX - Fidelity 500 Index Fund, and Northern Trust Corp .
Prudential Financial, Inc. (WBAG:PRU)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 91.72 / share. Previously, on May 9, 2025, the share price was 92.08 / share. This represents a decline of 0.39% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 9,009 | 0.94 | 968 | -2.91 | ||||
| 2025-03-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 140,901 | -60.48 | 17,015 | -61.03 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 100 | 400.00 | 10 | 400.00 | ||||
| 2025-03-21 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,731 | 0.00 | 209 | -1.42 | ||||
| 2025-04-29 | 13F | 伍德塔弗金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 56,447 | -0.90 | 6,065 | -4.65 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 119,340 | 7.71 | 12,822 | 3.62 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 276 | -5.48 | 30 | -9.37 | ||||
| 2025-05-09 | 13F | 策略资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 2,931 | -92.38 | 315 | -92.69 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 28,840 | 2.61 | 3,099 | -1.31 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 8,920 | 0.06 | 958 | -3.72 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 873 | -37.64 | 94 | -40.38 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 2,430 | 0.00 | 261 | -3.69 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 8 | -33.33 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 11,162 | 16.99 | 1,199 | 6.11 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 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 | 57,210 | 40.68 | 6,147 | 35.34 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 102 | 10 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 4,369 | 1.49 | 454 | -8.48 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 12,210 | 0.23 | 1,312 | -3.60 | ||||
| 2025-05-15 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 5,494 | -37.91 | 590 | -40.28 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 3,800 | -61.22 | 408 | -62.71 | |||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 92 | -2.13 | 10 | -10.00 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 15,900 | -58.38 | 1,708 | -59.96 | |||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 133,688 | 14,363 | ||||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 59,937 | -3.92 | 6,156 | -18.28 | ||||
| 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 | 564 | -8.14 | 68 | -9.33 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 1,068 | -1.75 | 115 | -5.79 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 30,132 | -12.96 | 3,237 | -16.27 | ||||
| 2025-08-04 | 13F | 联合银行 | 68,349 | -1.48 | 7 | 0.00 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 10 | 0.00 | 1 | 0.00 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 28,745 | 5.24 | 3,088 | 1.25 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,709 | -31.18 | 2,024 | -41.47 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 3,333 | 122.50 | 358 | 114.37 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 189 | 0.00 | 20 | -4.76 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 11,292 | 0.29 | 1,213 | -3.50 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 4,092 | 5.41 | 440 | 1.39 | ||||
| 2025-06-25 | NP | IPAYX - 诚信红利峰会基金I类 | 2,000 | 300.00 | 205 | 241.67 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,146 | 1.42 | 123 | -2.38 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 49,812 | -1.26 | 5,352 | -5.02 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 10,788 | -2.79 | 1,159 | -6.46 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,110,314 | -7.43 | 441,612 | -10.94 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 510 | 0.00 | 55 | -3.57 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,142 | 0.00 | 123 | -3.94 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 17 | 2 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 2,172 | 116.55 | 0 | |||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 6,080 | 4.50 | 653 | 0.62 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 81,982 | -0.23 | 8,517 | -9.95 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 1,000 | 0.00 | 107 | -3.60 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 4,663 | -7.44 | 501 | -11.03 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 72,179 | -6.59 | 7,755 | -10.15 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 20,508 | 2,203 | ||||||
| 2025-08-25 | NP | FGD - 第一信托道琼斯全球精选股息指数基金 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 | 47,154 | 22.69 | 5,066 | 18.03 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 327 | 0.00 | 35 | -2.78 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 86,820 | 7.24 | 9,328 | 3.16 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,514 | 66.27 | 270 | 60.71 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,832,426 | 16.95 | 197 | 12.64 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 16,732 | 1.76 | 1,798 | -2.12 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 38,357 | 5.24 | 3,940 | -10.50 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 5,230 | 1 | ||||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 3,790 | -22.38 | 407 | -25.32 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 14,200 | 7.06 | 1,526 | 2.97 | ||||
| 2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 7,743 | -11.47 | 832 | -14.86 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 144 | 16.13 | 0 | |||||
| 2025-08-15 | 13F | 公平控股公司 | 44,127 | 0.56 | 4,741 | -3.24 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 40,171 | 108.41 | 4,316 | 100.51 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 147,403 | -9.67 | 15,140 | -23.17 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 2 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 2,140 | 230 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 474 | 51 | ||||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 7,689 | 10.05 | 826 | 5.90 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 7,650 | -9.47 | 822 | -12.94 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 2,574 | 4.68 | 277 | 0.73 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,024 | 0.00 | 210 | -9.48 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 87,000 | 4.82 | 9,347 | 0.84 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 37,348 | 7.24 | 4,013 | 3.16 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 6,088 | 2.22 | 654 | -1.65 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 39 | 0.00 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 7,156 | 0.00 | 769 | -3.88 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 4,071 | 6.96 | 423 | -3.65 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 152,553 | -27.27 | 16,390 | -30.04 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 2,765 | 297 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 1,697 | -7.37 | 182 | -10.78 | ||||
| 2025-07-28 | NP | QRVLX - FPA 皇后大道价值基金 | 10,000 | 0.00 | 1,039 | -9.82 | ||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 2,415 | 0.25 | 259 | -3.72 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 3,038 | -1.27 | 326 | -4.96 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 20,275 | 139.40 | 2,178 | 130.48 | ||||
| 2025-08-28 | NP | KIE - SPDR(R) S&P 保险 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 | 154,002 | -7.65 | 16,546 | -11.16 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 2,901 | -2.26 | 312 | -6.04 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 74,997 | -0.74 | 8,058 | -4.52 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 67 | 0.00 | 7 | 0.00 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 6,063 | 279.41 | 677 | 258.20 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 33,236 | 1.12 | 3,414 | -14.01 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 2,170 | -29.02 | 233 | -31.67 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 266,000 | -2.92 | 28,579 | -6.60 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 80,459 | 0.00 | 8,645 | -3.80 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 62,369 | 1.43 | 6,406 | -13.74 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 30 | 3 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 50,672 | -5.34 | 5,444 | -8.93 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 83 | 9.21 | 9 | -11.11 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 146 | 100.00 | 15 | 114.29 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 362 | 43.65 | 39 | 35.71 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 28,175 | 4.95 | 2,927 | -5.24 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 6,473 | 9.77 | 695 | 5.62 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 427,384 | 2.52 | 45,918 | -1.37 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 4,372,685 | -2.73 | 469,801 | -6.42 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,422 | 2.13 | 562 | 2.94 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 81,600 | 17.07 | 9 | 14.29 | |||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 87 | -5.43 | 9 | -10.00 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 12,473 | 0.16 | 1,340 | -3.60 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 84,100 | 4.86 | 9 | 12.50 | |||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 615 | 31.41 | 89 | 69.23 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 2,056 | 0 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 30 | 0.00 | 3 | 0.00 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 87 | 6.10 | 9 | -11.11 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 75 | 0.00 | 8 | -22.22 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 45 | 0.00 | 5 | -20.00 | ||||
| 2025-06-27 | 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 | 207,883 | 11.61 | 21,352 | -5.08 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 1,435 | 0.00 | 154 | -3.75 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 18,214 | 8.24 | 1,957 | 4.10 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 24,995 | -3.09 | 2,685 | -6.77 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,740 | 17.09 | 179 | -0.56 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 64 | -3.03 | 7 | -14.29 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 675,324 | 7.00 | 72,557 | 2.94 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -3,800 | 8.57 | -395 | -1.99 | |||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 12,600 | 1,354 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,362 | 254 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 61,916 | 21.70 | 6,653 | 17.09 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,900 | 312 | |||||
| 2025-08-13 | 13F | Algebris（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 2,120 | -11.92 | 220 | -20.58 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 7,356 | -11.26 | 790 | -14.59 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 97,900 | -17.73 | 10,518 | -20.85 | ||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 34,485 | 17.52 | 3,542 | -0.06 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,837 | -18.22 | 305 | -21.45 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 31,930,238 | -2.28 | 3,430,585 | -5.99 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 24,865 | -6.90 | 2,671 | -10.43 | ||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 19,678 | 19.84 | 2,114 | 15.33 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,189 | 13.72 | 1,632 | 9.39 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 2,789,898 | 24.77 | 286,550 | 6.12 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 58 | 0.00 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 168,348 | 0.00 | 18,117 | -3.79 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 700 | 0.00 | 75 | -3.85 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 10,750 | -7.19 | 1,104 | -21.03 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 367 | 0.00 | 39 | -2.50 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 10,471 | 4.90 | 1,125 | 0.99 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 115 | 12 | ||||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 5,247 | 2.82 | 564 | -1.05 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 38 | 0.00 | 0 | |||||
| 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 | 357,255 | -0.88 | 38,383 | -4.65 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,925 | 0.56 | 851 | -3.30 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 43 | 437.50 | 5 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 643 | 1.90 | 69 | -1.43 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 6,047 | 650 | ||||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 13,374 | -10.21 | 1,389 | -18.96 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 25,350 | 2,724 | ||||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 15,800 | 0.00 | 1,698 | -3.80 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 35,218 | 1.41 | 3,784 | -2.45 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -3,133 | -137.90 | -325 | -134.17 | |||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 4,087 | 1.52 | 439 | -2.23 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 461,159 | -4.14 | 49,547 | -7.78 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 134,310 | 9.22 | 14,430 | 5.08 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 5,847 | 628 | ||||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 53,849 | 7.40 | 5,531 | -8.66 | ||||
| 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 | 11,192 | -23.86 | 1,202 | -26.75 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 1,018 | 0.00 | 109 | -3.54 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 10,950 | 139.03 | 1,176 | 116.97 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 95,569 | 29.12 | 10,268 | 24.21 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 124 | 0.81 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,014,200 | 35.90 | 108,966 | 30.74 | |||
| 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 | 12,843 | 0.00 | 1,334 | -9.74 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 955,200 | 27.80 | 102,627 | 22.95 | |||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,019 | 3.56 | 109 | 0.00 | ||||
| 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 | 136,250 | 16.56 | 13,994 | -0.86 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 239 | 26 | ||||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 103,352 | -18.46 | 11,104 | -21.55 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 2,539 | -65.06 | 261 | -67.01 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 3,512 | 24.14 | 365 | 12.00 | ||||
| 2025-06-26 | NP | 克拉夫全球股息和收益基金 | 3,300 | 0.00 | 339 | -15.08 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 17,150 | 9.97 | 1,843 | 5.80 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 15,705 | 64.43 | 1,613 | 52.89 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 18 | 63.64 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 249,670 | 61.07 | 26,825 | 54.95 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,263 | 351 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 104,186 | -0.51 | 11 | 0.00 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 1,965 | 0.26 | 211 | -3.21 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 43,076 | 15.88 | 4,628 | 11.49 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,426 | -297.59 | -476 | -290.00 | |||
| 2025-08-14 | 13F | 野村控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 9,024 | -3.79 | 970 | -7.45 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 15,795 | -4.63 | 1,697 | -8.22 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 6,431 | 1.18 | 691 | -2.54 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 70,200 | -3.21 | 7,542 | -6.89 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 597,333 | 4.30 | 64,177 | 0.34 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 1,220,819 | 7.66 | 125,390 | -8.44 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 31,985 | -1.13 | 3,323 | -10.77 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 3,705 | -30.04 | 398 | -32.66 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 92,939 | 9.07 | 9,546 | -7.24 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,895 | -5.49 | 202 | -3.37 | ||||
| 2025-07-23 | 13F | 帕克圆公司 | 12,040 | 0.00 | 1,294 | -3.79 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 5,011 | -1.67 | 515 | -16.42 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 33,324 | -2.95 | 3,462 | -12.40 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 1,990 | -1.44 | 0 | |||||
| 2025-05-08 | 13F | 嘉实基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 41,286 | 0.00 | 4,436 | -3.80 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 7,589 | -37.66 | 815 | -43.48 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 17,149 | -66.15 | 1,842 | -67.44 | ||||
| 2025-08-12 | 13F | 联合银行 | 47,191 | -2.59 | 5,070 | -6.28 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 465 | -3.93 | 50 | -9.26 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 7,945 | -1.79 | 854 | -5.54 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 53,043 | 1.24 | 5,699 | -2.61 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 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 | 1,019 | 53.23 | 106 | 38.16 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 116 | 1.75 | 12 | 0.00 | ||||
| 2025-05-29 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 2,281 | 19.49 | 255 | 12.39 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | LSV资产管理 | 307,897 | -2.06 | 33 | -5.71 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 1,900 | 0.00 | 0 | |||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 69,756 | -17.37 | 7,165 | -29.72 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,157 | -3.32 | 554 | -6.89 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 0 | -100.00 | 0 | |||||
| 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 | 234,485 | -2.54 | 25,193 | -6.24 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 206 | 1.48 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 4,269 | 1.79 | 459 | -2.14 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 407 | 0.00 | 44 | -4.44 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 894 | 0.00 | 96 | -3.03 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,596 | 5.84 | 171 | 1.79 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 5,318 | -51.52 | 571 | -53.39 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,078 | 2.26 | 223 | -1.33 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,720,781 | 49.22 | 184,192 | 44.72 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 19,741 | 18.96 | 2,121 | 14.41 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 17,434 | 4.60 | 1,811 | -5.58 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 644 | 0.00 | 69 | -2.82 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 2,059 | 1.23 | 219 | 8.96 | ||||
| 2025-08-08 | 13F | 托巴姆 | 568 | 46.77 | 0 | |||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,430 | 23.16 | 261 | 18.64 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 48 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 98,259 | -47.32 | 10,557 | -49.33 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 15,193 | -3.84 | 1,632 | -7.48 | ||||
| 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 | 178,857 | 0.53 | 18,581 | -9.26 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 2,523 | -2.40 | 271 | -5.90 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 581 | -3.97 | 62 | -7.46 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 3,944 | 108.24 | 424 | 100.47 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 325 | 22.64 | 35 | 17.24 | ||||
| 2025-04-22 | 13F | 贾米森私人财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,711 | -1.25 | 2,118 | -5.02 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 53 | 0.00 | 6 | 0.00 | ||||
| 2025-05-14 | 13F | 西切斯特资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 31,613 | 21.57 | 3,397 | 16.94 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 289 | 0.00 | 31 | -3.12 | ||||
| 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 | 45,188 | -4.04 | 4,641 | -11.67 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 1,548,634 | 30.14 | 166,385 | 25.20 | ||||
| 2025-07-17 | 13F | 鹰财富策略有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 192 | 0.00 | 21 | -4.76 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 3,986 | -1.04 | 428 | -4.68 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 2,984 | -18.38 | 306 | -30.61 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 10,472 | 15.15 | 1,126 | 10.83 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 76 | 8 | ||||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,030 | -7.12 | 111 | -10.57 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 561 | 127.13 | 60 | 122.22 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 2,020 | 0.00 | 217 | -3.56 | ||||
| 2025-04-24 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 28,527 | 7.77 | 3,283 | -4.15 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 55,602 | 15.95 | 5,974 | 11.54 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 15,930 | -21.54 | 1,636 | -33.25 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 8,705 | -5.77 | 935 | -9.31 | ||||
| 2025-03-26 | NP | FTLS - First Trust 多头/空头股票 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 | 6,821 | -84.31 | 824 | -84.90 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 6,402 | -14.54 | 688 | -17.82 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 2,133 | -1.16 | 229 | -4.98 | ||||
| 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 | 5,733 | 13.82 | 616 | 9.43 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 88,600 | 421.18 | 9,519 | 401.53 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 69,500 | 130.13 | 7,467 | 121.44 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 4,195 | 451 | ||||||
| 2025-05-14 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 2,657 | 0.00 | 285 | -3.72 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 6,445 | 21.74 | 670 | 9.85 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 14 | 2 | ||||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 213,800 | -7.60 | 21,959 | -21.41 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 403 | 0.00 | 43 | -4.44 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 17,700 | 0.00 | 1,902 | -3.80 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 82,092 | 3.86 | 8,820 | -0.09 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 7,892 | 37.11 | 848 | 31.93 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 6,104 | 22.77 | 656 | 18.02 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 12,663 | 13.44 | 1,316 | 2.41 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 8,822 | 10.05 | 906 | -6.40 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 666,008 | 39.99 | 71,556 | 34.67 | ||||
| 2025-05-12 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,581 | 0.55 | 277 | -3.15 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 23,869 | -4.81 | 2,564 | -8.43 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 596,313 | 0.68 | 64,068 | -3.14 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 28 | 0.00 | 3 | -33.33 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 121,216 | 4.47 | 13,023 | 0.50 | ||||
| 2025-07-07 | 13F | 西联银行 | 24,057 | -6.80 | 2,585 | -10.34 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 8,100 | 0.00 | 870 | -3.76 | |||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 2,545 | 3.41 | 273 | -0.36 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 870 | 1,833.33 | 93 | 1,760.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 0 | -100.00 | 0 | ||||
| 2025-04-22 | 13F | 巴克财富策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 15,405 | -16.20 | 1,655 | -19.35 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 9,419 | 0.00 | 1,052 | 0.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,361 | 5.82 | 469 | 1.74 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 84 | 2.44 | 9 | -11.11 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 28,170 | -1.59 | 2,893 | -16.29 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 980 | 0.00 | 105 | -3.67 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 55,650 | 127.14 | 6,720 | 124.00 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,427 | 0.00 | 148 | -9.76 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 420 | 0.00 | 44 | -6.52 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 225,249 | -24.52 | 24,201 | -27.38 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 338 | 0.00 | 36 | -2.70 | ||||
| 2025-08-14 | 13F | 莫克资本管理有限公司 | 14,600 | 0.00 | 1,569 | -3.80 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 251,951 | -16.18 | 25,878 | -28.71 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 2,687 | 289 | ||||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 150 | -1.32 | 16 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 3,679 | 0.00 | 395 | -3.66 | ||||
| 2025-08-27 | NP | PISYX - 胜利先锋内在价值基金Y类 | 337 | 0.00 | 36 | -2.70 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 435,473 | 22.89 | 46,787 | 18.23 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 11,431 | -12.93 | 1,228 | -16.23 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 8,642 | 64.96 | 929 | 58.63 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 4,626 | -0.26 | 497 | -4.06 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 37 | 0.00 | 4 | -25.00 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 518 | -4.43 | 56 | -8.33 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 14,438 | -0.22 | 1,551 | -4.02 | ||||
| 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 | 355,404 | 2.49 | 36,923 | -7.49 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 397 | -7.03 | 41 | -21.57 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 37,940 | 7.15 | 4,076 | 3.09 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,002 | 0.00 | 104 | -9.57 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 25,674 | 1.82 | 2,758 | -2.02 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 4,712 | 0.00 | 506 | -3.80 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 3,777 | 0.21 | 406 | -3.57 | ||||
| 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 | 8,824 | 0.00 | 948 | -3.76 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,497 | -35.44 | 376 | -37.91 | ||||
| 2025-05-15 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 1,435 | -5.96 | 154 | -9.41 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 2,419 | 22.92 | 260 | 11.16 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 27,798 | 36.29 | 2,987 | 31.14 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 6,378 | -11.00 | 685 | -14.37 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,817 | 9.82 | 303 | 5.59 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 215,046 | 0.15 | 23,105 | -3.65 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 17,670 | 26.71 | 1,898 | 21.90 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 32,370 | -0.15 | 3,478 | -3.95 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 187,104 | 0.71 | 20,102 | -3.11 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,372 | 1.89 | 255 | -1.93 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 2,096 | 225 | ||||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 75 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,621 | 4.58 | 174 | 0.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 232,700 | 1.84 | 24,929 | -0.88 | |||
| 2025-08-07 | 13F | 第1620章 | 20 | -33.33 | 2 | -33.33 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 6,737 | 0.00 | 700 | -9.81 | ||||
| 2025-07-28 | NP | AVIE - Avantis 通胀聚焦股票 ETF | 196 | 0.00 | 20 | -9.09 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 161,300 | 4.81 | 17,280 | 2.01 | |||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,792 | 17.82 | 193 | 13.61 | ||||
| 2025-07-28 | NP | KBWD - Invesco KBW 高股息收益金融 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 | 44,019 | 42.50 | 4,573 | 28.64 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,323 | 1.15 | 142 | -2.74 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 820 | 5.26 | 88 | 2.33 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,914 | 0.00 | 231 | -1.28 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 2,196 | -11.77 | 236 | -6.75 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 7,313 | -4.57 | 786 | -8.19 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,115 | 223 | ||||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 9,237 | 2.21 | 992 | -1.68 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 1,968 | 211 | ||||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 974 | 0.00 | 105 | -3.70 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -2,517 | -15.51 | -270 | -18.67 | |||
| 2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 81,000 | 0.00 | 8,320 | -14.95 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 45,200 | 0.00 | 4,856 | -3.78 | |||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 14,035 | 3.29 | 1,508 | -0.66 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 7,559 | 94.12 | 812 | 87.10 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 5,899 | 0.00 | 634 | -3.80 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 18 | 5.88 | 2 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 59,186 | -1.90 | 6,359 | -5.63 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 71 | 8 | ||||||
| 2025-07-07 | 13F | 第一社区信托基金 | 184 | 21.05 | 20 | 18.75 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 6,642 | 62.32 | 714 | 44.04 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 2,893 | 310 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 15,518 | 550.92 | 1,667 | 526.69 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 10,428 | -1.25 | 1,071 | -16.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 9,411 | -2.93 | 1,011 | -6.56 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 48 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 2,118 | -10.33 | 228 | -13.69 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 384 | 0.00 | 41 | -2.38 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,890 | -0.86 | 311 | -4.62 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 383,570 | 2.19 | 41,211 | -1.69 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 282 | 0.00 | 30 | -3.23 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 36,289 | 0.01 | 3,899 | -3.80 | ||||
| 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 | 600 | 0.00 | 64 | 6.67 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 6,142 | -38.46 | 686 | -41.96 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 6,909 | 8.36 | 742 | 4.21 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 12,558 | -13.95 | 1,349 | -21.98 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 2,349 | 0.90 | 0 | |||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,872 | 3.48 | 201 | -0.50 | ||||
| 2025-07-24 | 13F | 康宁公司 | 2,603 | -44.18 | 280 | -46.35 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 2,416 | -13.06 | 260 | -16.45 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 2,080 | 0.00 | 223 | -3.88 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 22,836 | -0.32 | 2,345 | -15.22 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 3,086 | 332 | ||||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 12,128 | 0.00 | 1,303 | -3.77 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 131 | 0.00 | 14 | 0.00 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 8,884 | -21.26 | 955 | -24.23 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 52,650 | 1,300.64 | 5,657 | 1,249.88 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 95,991 | -37.51 | 10,313 | -39.89 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 4,406 | -0.45 | 473 | -4.25 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 12,248 | 7.35 | 1,316 | 3.22 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 5,900 | 0.00 | 634 | -3.80 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 11 | 0.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | HMV 财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 11,398,330 | 2.04 | 1,224,637 | -1.84 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 20,679 | 2.00 | 2,222 | -1.90 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 3,448 | 30.36 | 397 | 15.79 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 58,941 | -0.88 | 6,333 | -4.64 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 104,053 | -3.09 | 11,179 | -6.77 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 17,635 | -2.82 | 1,832 | -12.26 | ||||
| 2025-05-06 | 13F | 灯塔投资咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | 完整投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 17,690 | -16.83 | 2 | -50.00 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 28,241 | -0.86 | 3,034 | -4.62 | ||||
| 2025-05-05 | 13F | 洛杉矶资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 3,204 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 54,971 | 1.86 | 5,906 | -1.99 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 80 | -33.33 | 9 | -38.46 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 64,708 | 2.19 | 6,828 | -2.04 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 11,549 | 261.92 | 1,241 | 248.31 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 393 | 0.00 | 41 | -11.11 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 1,365,425 | -8.77 | 140,243 | -22.41 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 71 | 0.00 | 8 | 0.00 | ||||
| 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 | 3,528 | 0.00 | 379 | -3.81 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 14,887 | -0.58 | 1,599 | -4.37 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 9,684 | -2.45 | 1,040 | -6.14 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 3,796 | 16.23 | 408 | 11.81 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 3,563 | 0.00 | 398 | 0.00 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 555 | -9.90 | 60 | -13.24 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 9 | 1 | ||||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 285,150 | -2.95 | 30,637 | -6.64 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 297 | 26.92 | 32 | 19.23 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 95,713 | 37.05 | 10,283 | 21.59 | ||||
| 2025-07-15 | 13F | 日本生命保险公司 | 2,560,000 | 0.00 | 275 | -3.51 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 59,230 | 280.92 | 6,364 | 266.53 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 30,848 | 6.23 | 3,205 | -4.13 | ||||
| 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 | 3,807 | 7.21 | 396 | -3.19 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 10,521 | 5.25 | 1,130 | 1.25 | ||||
| 2025-07-31 | 13F | 智能理财策略 | 95 | 0.00 | 10 | 0.00 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 5,415 | 4.78 | 582 | 0.69 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 10,200 | -2.86 | 1,096 | -6.57 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 39,748 | 4,083 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 8,000 | -8.44 | 860 | -11.90 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 9,376 | -12.79 | 1,007 | -16.08 | ||||
| 2025-05-22 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 25,988 | -2.43 | 2,902 | -8.08 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 577 | 0.70 | 62 | -3.17 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 46,831 | -1.52 | 5,032 | -5.25 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 2,066 | -0.96 | 222 | -4.74 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 23,198 | 21.76 | 2,410 | 9.95 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,079 | 6.36 | 331 | 2.17 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 36,734 | 4.52 | 3,947 | 0.56 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,222 | 8.43 | 131 | 4.80 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 94,026 | 4.04 | 9,657 | -11.51 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 14,789 | 6.17 | 1,589 | 2.19 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 463 | -2.11 | 48 | -11.11 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 51,793 | 0.00 | 5,565 | -3.80 | ||||
| 2025-05-22 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 5,175 | 578 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 3,551 | -1.25 | 0 | |||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 2,580 | 277 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 174,797 | 1.38 | 18,780 | -2.47 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 2,495 | 268 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 128,400 | 7.99 | 13,795 | 3.89 | |||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 14,694 | 5.36 | 1,579 | 8.98 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 5,061 | 24.99 | 552 | 22.12 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 1,490 | -18.76 | 160 | -21.57 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 390,766 | -12.92 | 41,984 | -16.23 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 8,785 | 0.48 | 1 | |||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 6,260 | -2.37 | 673 | -6.15 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 18,429 | -1.54 | 1,980 | -5.26 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 642 | 0.47 | 0 | |||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 560 | 0.00 | 60 | -3.23 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 148,500 | -2.56 | 15,955 | -6.26 | |||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 269 | 0.00 | 29 | -6.67 | ||||
| 2025-05-02 | 13F | 奥特曼顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 57 | 0.00 | 6 | -16.67 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 675 | 0.00 | 73 | -4.00 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 73,719 | 13.72 | 7,920 | 9.41 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 4,906 | -4.42 | 527 | -8.03 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,977 | 1.28 | 212 | -2.30 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,861 | -2.46 | 208 | -8.41 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 58,186 | -1.33 | 6,251 | -5.07 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | Call | 100 | 0.00 | 11 | -9.09 | |||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 409 | -3.76 | 44 | -8.51 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 13,740 | -16.83 | 1,476 | -19.96 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 13,308 | 0.00 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 815,841 | 2.37 | 87,654 | -1.52 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 520,023 | -17.16 | 54,025 | -25.22 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,373 | -6.64 | 360 | 0.56 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 1,911 | -0.31 | 205 | -4.21 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 609 | 26.88 | 65 | 22.64 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | Put | 7,900 | 0.00 | 849 | -3.85 | |||
| 2025-04-29 | 13F | 穆迪奥尔德里奇合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 97 | -127.32 | ||||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 189,020 | -0.16 | 20,308 | -3.95 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 60 | 0.00 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 25,591 | -0.48 | 2,750 | -4.25 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 42 | 2.44 | 5 | 0.00 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 10,654 | -33.72 | 1,145 | -36.27 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,064 | 0.00 | 109 | -14.84 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 22,009 | 0.69 | 2,365 | -3.15 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 75,052 | -43.23 | 8,064 | -45.38 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 202,399 | -18.66 | 22 | -22.22 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 7,106 | -69.56 | 730 | -74.14 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 81 | 0.00 | 0 | |||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,490 | 5.08 | 2,515 | -10.63 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 4,925 | 8.10 | 529 | 4.13 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 3,973 | 2.69 | 427 | -1.39 | ||||
| 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 | 115,840 | 0.01 | 11,898 | -14.94 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 9,402,393 | 1.77 | 1,010,474 | -2.21 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 29,016 | 2.60 | 3,118 | -1.30 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 82 | 192.86 | 9 | 166.67 | ||||
| 2025-05-09 | 13F | iA全球资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 484 | 0.00 | 52 | -3.70 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 138 | -91.54 | 15 | -92.31 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 2,170,670 | -10.03 | 233,217 | -13.45 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 247 | 0.00 | 27 | -3.70 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 79,627 | 162.77 | 8,555 | 152.81 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 524,404 | -6.49 | 56,342 | -10.04 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 50,362 | -40.10 | 5,409 | -41.54 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 502 | 0.00 | 54 | -5.36 | ||||
| 2025-05-14 | 13F | JT 斯特拉特福德有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 3,967 | -6.99 | 432 | -10.00 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 28,967 | 0.53 | 3,112 | -3.26 | ||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,505 | 0.00 | 173 | -10.82 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 279,834 | -4.50 | 30 | -6.25 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 3,293 | -34.74 | 354 | -37.30 | ||||
| 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 | 13 | 18.18 | 1 | 0.00 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,409 | 7.62 | 562 | -2.94 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 305 | 0.00 | 33 | -5.88 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 11,026 | -10.49 | 1,185 | -13.89 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 114,554 | 11.01 | 12,308 | 6.79 | ||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 1,807 | -6.86 | 202 | -12.23 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 1,009 | -6.40 | 108 | -10.00 | ||||
| 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 | 414,824 | -4.86 | 42,607 | -19.08 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 52,604 | -220.61 | 5,652 | -209.32 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 139 | 15 | ||||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 740 | 0.95 | 79 | -2.47 | ||||
| 2025-05-14 | 13F | 哈德逊湾资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 7,360 | -7.41 | 791 | -10.94 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 210 | 0.00 | 0 | |||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,934 | -10.82 | 301 | -24.18 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 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 | 161,793 | 0.75 | 16,618 | -14.31 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 83 | 0.00 | 9 | -11.11 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 527 | -40.92 | 57 | -43.43 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 81 | 0.00 | 8 | -11.11 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 36 | -7.69 | 4 | -25.00 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 3,386 | 0.00 | 364 | -3.97 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 68,874 | -3.07 | 7,400 | -6.75 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 13,500 | 0.00 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 2,796 | -1.62 | 300 | -5.36 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 21,645 | -2.22 | 2,249 | -11.74 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 3,138 | 0.84 | 0 | |||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 3,113 | 0.00 | 334 | -3.75 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 3,195 | -20.99 | 343 | -23.95 | ||||
| 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 | 365,100 | 5.91 | 37,930 | -4.40 | ||||
| 2025-08-14 | 13F | Xponance公司 | 56,213 | 2.90 | 6,040 | -1.02 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 42 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,636 | 0.00 | 176 | -3.85 | ||||
| 2025-03-25 | NP | QDVAX - 优质股息基金A类 | 11,648 | -13.69 | 1,407 | -14.89 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 33,571 | 11.56 | 3,607 | 7.32 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 48 | -35.14 | 5 | -37.50 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 6,094 | 5.07 | 655 | 1.08 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 13,917 | 221.04 | 1,495 | 208.88 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 136,400 | -71.21 | 14,655 | -72.31 | |||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 162,525 | -1.72 | 16,885 | -11.29 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 60,500 | 0.00 | 6,500 | -3.79 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 910 | -6.95 | 98 | -11.01 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 2,296 | 0.00 | 247 | -3.91 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 275 | -6.46 | 28 | -20.00 | ||||
| 2025-04-24 | NP | EQRR - ProShares 利率上涨股票 ETF | 1,506 | -28.73 | 173 | -36.63 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 84,458 | 8,675 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 59,345 | 3.92 | 6,095 | -11.60 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 5,630 | 58.15 | 605 | 52.14 | ||||
| 2025-04-15 | 13F | BancFirst信托与投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,482 | 16.69 | 267 | 12.24 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 5,760 | -3.19 | 619 | -6.93 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 9,750 | 4.47 | 1,048 | 0.48 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 35,784 | 0.00 | 3,845 | -3.80 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 51 | 6 | ||||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 386,751 | -15.85 | 41,553 | -18.81 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 4,388 | -1.94 | 471 | -5.61 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 37,100 | -0.80 | 3,811 | -15.63 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 3,961 | -18.08 | 426 | -21.15 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 911 | -3.80 | 95 | -12.96 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,099 | -5.66 | 226 | -9.27 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 55,076 | -18.43 | 5,917 | -21.53 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 2,149 | -20.96 | 231 | -24.09 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 126,517 | -0.53 | 13,593 | -4.31 | ||||
| 2025-08-06 | 13F | 南州公司 | 777 | -41.36 | 83 | -43.54 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 4,868 | 395.72 | 506 | 327.97 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 11,044 | -67.26 | 1 | -66.67 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 3,377 | -0.71 | 351 | -10.49 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 115,229 | 0.78 | 12 | 0.00 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 2,580 | 0.00 | 288 | -5.57 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 318 | 0.00 | 34 | -2.86 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 34,693 | 1.12 | 3,727 | -2.71 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 440 | 0.00 | 47 | -4.08 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 38,570 | 4.30 | 4,144 | 0.34 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1,369 | -0.15 | 147 | -3.92 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 235 | 0.00 | 25 | -3.85 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 2,216 | 0.00 | 238 | -3.64 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,680 | 0.00 | 288 | -4.01 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 1,430,617 | -18.33 | 155,458 | -15.31 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 114,491 | 0.24 | 12,301 | -3.57 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,198 | -2.28 | 129 | -5.88 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 628 | -13.74 | 67 | -17.28 | ||||
| 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 | 10,495 | -2.82 | 1,090 | -12.31 | ||||
| 2025-05-05 | 13F | 莫尔斯资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | 智慧资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 29,476 | 51.54 | 3,167 | 45.76 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 3,016 | -20.94 | 324 | -23.94 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 2,343 | -26.80 | 252 | -29.69 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 259,292 | 22.28 | 26,632 | 4.00 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 101 | 1.00 | 11 | -9.09 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 3,501 | 9.89 | 371 | 4.23 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 328 | 0.00 | 35 | -2.78 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 12,364 | 2.03 | 1,328 | -1.85 | ||||
| 2025-04-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 7,059 | -53.84 | 812 | -56.16 | ||||
| 2025-04-16 | 13F | 新英格兰研究与管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 5,238 | 0.00 | 563 | -3.77 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 12,872 | -2.37 | 1,383 | -6.11 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 8,815 | -15.32 | 947 | -18.50 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 84 | 9 | ||||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 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 | 197,988 | 12.97 | 20,569 | 1.97 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 948 | 0 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 12 | 33.33 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 907,778 | -1.05 | 97,532 | -4.80 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 4,549 | -15.84 | 489 | -19.07 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 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 | 36,085 | -29.73 | 3,706 | -40.23 | ||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 420,586 | -0.68 | 45 | -4.26 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 23,634 | 3.30 | 2,576 | 0.90 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 100 | 0.00 | 11 | -9.09 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 900 | 0.00 | 97 | -4.00 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 13,521 | -0.35 | 1,453 | -4.16 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 3,400 | 0.00 | 349 | -14.88 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,266 | 3.09 | 136 | -0.73 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 20,754 | -2.77 | 2,230 | -6.46 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 866 | -3.99 | 90 | -13.59 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 8,807 | 2.10 | 946 | -1.77 | ||||
| 2025-04-28 | NP | JIAFX - 收益分配基金A类 | 637 | 0.00 | 73 | -10.98 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 2,044 | 4.87 | 220 | 0.92 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 108,500 | -49.81 | 11,657 | -51.72 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 143,600 | -63.66 | 15,428 | -65.04 | |||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 233,900 | 5.49 | 24,024 | -10.27 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 5,734 | 8.52 | 616 | 4.41 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 129,042 | 13,864 | ||||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 42 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 991,934 | 0.96 | 106,573 | -2.88 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 3,847 | -87.84 | 413 | -88.31 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,629,487 | -22.10 | 175,072 | -25.06 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | 0 | ||||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 645 | -59.66 | 69 | -61.24 | ||||
| 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 | 87,160 | -1.00 | 8,952 | -15.79 | ||||
| 2025-08-27 | NP | RYZAX - S&P 500 纯价值基金 H 类 | 860 | -63.56 | 92 | -65.02 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 5,898 | -16.05 | 634 | -19.26 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 3,700 | 0.00 | 398 | -3.87 | ||||
| 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 | 2,940 | 2.19 | 316 | -1.87 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 12 | -20.00 | 1 | 0.00 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 9,661 | -5.57 | 1,038 | -9.19 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 92,189 | -40.71 | 9,905 | -42.97 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 1,400 | 0.00 | 144 | -15.38 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 302,069 | -5.78 | 31,026 | -19.86 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 6,980 | -2.47 | 750 | -6.26 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 469 | -48.57 | 48 | -49.47 | ||||
| 2025-08-14 | 13F | 达格科公司 | 180 | 7.78 | 19 | 5.56 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 785 | -9.67 | 82 | -19.00 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 92 | -14.81 | 10 | -25.00 | ||||
| 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 | 530,994 | -1.23 | 55,165 | -10.85 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 62,859 | 0.98 | 6,754 | -2.85 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 1,048 | 0.00 | 108 | -15.08 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 51,831 | 5,569 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 13,917 | 0.30 | 1,495 | -3.49 | ||||
| 2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | 红木公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 24,330 | -2.96 | 2,614 | -6.65 | ||||
| 2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 9,500 | 5.56 | 1,021 | 1.49 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 533 | 0.00 | 57 | -3.39 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 23 | 2 | ||||||
| 2025-03-21 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,727 | 0.00 | 2,745 | -1.40 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 11,906 | 4.38 | 1,279 | 0.47 | ||||
| 2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 7,708 | -18.39 | 801 | -26.40 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 151,397 | 36.47 | 16,266 | 31.29 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 36,506 | -3.63 | 3,922 | -7.28 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 7,040 | 0.01 | 756 | -3.82 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 469 | -1.26 | 50 | -5.66 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 56,661 | 38.41 | 6,088 | 33.17 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 511 | -62.04 | 55 | -61.15 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 4,022 | 595.85 | 432 | 544.78 | ||||
| 2025-06-03 | 13F | 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 21,123 | 137.52 | 2,359 | 123.81 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 5,012 | -4.17 | 538 | -7.88 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 5,955 | -0.73 | 640 | -4.63 |
