机构投资人持股和股东
QUALCOMM Incorporated (AT:QCOM) 有 4205 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 945,387,803 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, Invesco Qqq Trust, Series 1, Morgan Stanley, Norges Bank, and Bank Of America Corp /de/ .
QUALCOMM Incorporated (WBAG:QCOM)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 136.90 / share. Previously, on May 9, 2025, the share price was 128.78 / share. This represents an increase of 6.31% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 7 | 0.00 | 1 | 0.00 | ||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,343,949 | 3.14 | 214,037 | 6.94 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 16,556 | -7.44 | 2,637 | -4.04 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 6,500 | 10.17 | 1,035 | 14.24 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 3,874 | -4.91 | 617 | -1.44 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 17,240 | 4.71 | 2,746 | 8.54 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 2,319 | -15.43 | 369 | -12.35 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 104 | -69.32 | 15 | -74.14 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 952 | -18.56 | 152 | -15.64 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 95,395 | 20.22 | 13,851 | 11.07 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 2,398 | 1.48 | 382 | 5.25 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 12,697 | -3.72 | 2,022 | -0.15 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 6,183 | 17.15 | 985 | 21.48 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 315 | -59.14 | 47 | -65.41 | ||||
| 2025-07-15 | 13F | 鼓山资本有限责任公司 | 15,036 | -0.44 | 2,395 | 3.23 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 5,549 | -1.53 | 884 | 2.08 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 524,344 | -7.59 | 83,507 | -4.19 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 285,096 | -2.51 | 45,404 | 1.08 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 7,243 | -10.25 | 1,154 | -6.94 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 35,766 | 0.00 | 5,193 | -7.61 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 60 | 9 | ||||||
| 2025-07-29 | NP | LSAGX - Loomis Sayles 全球增长基金 A 类 | 7,356 | -9.10 | 1,068 | -15.97 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,222 | 0.00 | 1,628 | 3.63 | ||||
| 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 | 1,588,089 | 8.13 | 230,591 | -0.11 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 460,452 | -41.66 | 73,332 | -39.52 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 11,324 | 1.47 | 1,803 | 5.19 | ||||
| 2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 45,500 | -0.22 | 7,226 | 3.16 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 603 | 0.00 | 96 | 4.35 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 19,318 | 1.16 | 3,077 | 4.88 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 664,357 | -1.40 | 105,805 | 2.23 | ||||
| 2025-05-15 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,331 | 0.00 | 212 | 3.43 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 84,029 | 246.13 | 12,201 | 219.82 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 33,133 | 5,277 | ||||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 2,270 | -10.88 | 0 | |||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,762 | 0.61 | 1,417 | -7.08 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 大盘成长基金初始级 | 15,305 | -9.39 | 2,437 | -6.05 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 35,003 | -0.49 | 5,575 | 3.16 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 230 | 0.00 | 37 | 2.86 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 26,923 | -10.49 | 4,288 | -7.21 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 439,176 | 43.95 | 69,883 | 49.21 | ||||
| 2025-07-30 | NP | BCGDX - 蓝色当前全球股息基金机构类别 | 10,384 | 0.00 | 1,508 | -7.66 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 31,675 | 5.28 | 5,044 | 9.15 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 9,792 | 4.67 | 1,559 | 8.49 | ||||
| 2025-08-01 | 13F | 规划方向公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -30,386 | 0.56 | -4,511 | -13.67 | |||
| 2025-08-12 | 13F | FCA 公司 /tx | 6,761 | 0.36 | 1,077 | 4.06 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 2,562 | 0.00 | 408 | 3.82 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 6,385 | 0.73 | 1,017 | 4.42 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 16,266 | -8.17 | 2,591 | -4.81 | ||||
| 2025-05-22 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 2,402 | -10.64 | 369 | -10.68 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 10,460 | 3.98 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 1,170 | 0.00 | 186 | 3.91 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 9,653,904 | -1.95 | 1,537,481 | 1.65 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 7,010 | -0.23 | 1,116 | 3.43 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 21,883 | 0.09 | 3,485 | 3.78 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 2,775 | -10.34 | 442 | -7.16 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 5,461 | -0.11 | 870 | 3.58 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 16,775 | 0.00 | 2,436 | -7.63 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 6,949 | 1.94 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 98 | 0.00 | 15 | 0.00 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 6,338 | -2.27 | 1,009 | 1.31 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 54,470 | 0.19 | 8 | 0.00 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 8,089 | 2.89 | 1,288 | 6.71 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 48 | 7 | ||||||
| 2025-05-15 | 13F | 马歇尔·韦斯律师事务所 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 11,817 | 13.46 | 1,882 | 17.64 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 554,583 | -31.09 | 88,323 | -28.56 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 1,470 | 16.02 | 213 | 7.04 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 16,284 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 17,454 | -60.81 | 2,780 | -59.38 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,481 | 236 | ||||||
| 2025-08-25 | NP | ARVR - First Trust Indxx Metaverse ETF | 375 | -49.12 | 60 | -47.79 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 6,097 | 2.13 | 971 | 5.78 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 塔桥顾问 | 15,552 | -0.16 | 2,477 | 3.51 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 701 | -24.62 | 112 | -21.83 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 3,890 | 4.88 | 620 | 8.79 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 17,471 | -3.03 | 2,782 | 0.54 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 28 | 0.00 | 4 | 0.00 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 6,598 | -3.92 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 24 | 0.00 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,600 | 0.00 | 255 | 3.67 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 316 | 18.35 | 50 | 21.95 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 6,900 | 0.00 | 1,024 | -14.17 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 3,895 | 3.32 | 620 | 7.08 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 653,685 | 13.35 | 104,106 | 17.52 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | 海湾资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 8,447 | 1,345 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 3,135 | -61.95 | 499 | -60.55 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 1,211,859 | -3.61 | 193,001 | -0.06 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,561 | 1.69 | 249 | 5.53 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 588,122 | -6.34 | 93,664 | -2.89 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 3,937 | 1.36 | 605 | 1.34 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 268,149 | -2.34 | 42,705 | 1.25 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 212 | -25.09 | 34 | -23.26 | ||||
| 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 | 559,355 | 0.80 | 81,218 | -6.88 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 59,246 | 12.71 | 9,436 | 16.86 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 4,588 | 23.77 | 731 | 28.30 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 7,900 | -13.52 | 1,258 | -10.33 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 3,619 | -15.80 | 576 | -12.73 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 149 | 24 | ||||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 12,041 | 4.44 | 1,777 | 6.16 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 1,636 | 260 | ||||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 1,798 | 0.00 | 0 | |||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 35,276 | 1.15 | 5,618 | 4.87 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 3,778 | 24.11 | 549 | 14.64 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 2,159 | -7.77 | 344 | -4.46 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 6,884 | -2.16 | 1,096 | 1.48 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 30,197 | -0.70 | 4,809 | 2.95 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 5,000 | 796 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 4,500 | 717 | |||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1,400 | 0.00 | 223 | 3.26 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 5,488 | 38.80 | 797 | 28.18 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 33,440 | -0.56 | 5,326 | 3.10 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 47,754 | 11.21 | 7,605 | 15.30 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 6,105 | 1,196.18 | 906 | 1,018.52 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 18,994 | -2.62 | 3,025 | 0.93 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | 17,906 | 12.68 | 2,852 | 16.80 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 9,290 | -2.08 | 1,480 | 1.51 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 746,800 | 44.78 | 119 | 49.37 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 28,000 | -28.21 | 4,459 | -25.56 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 8,314 | 662.05 | 1,324 | 604.26 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 47,076 | -4.92 | 7,497 | -1.42 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 835 | 1.58 | 133 | 4.76 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 9,604 | -4.84 | 1,530 | -1.35 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 1,299 | -2.48 | 207 | 1.47 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 56,367 | 14.16 | 8,184 | 5.46 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 24,460 | -7.28 | 3,895 | -3.87 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 50,398 | 8 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 587,400 | 1.07 | 94 | 4.49 | |||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 1,803 | -2.01 | 287 | 11.67 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 704 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 188 | 0.00 | 30 | 3.57 | ||||
| 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 | 1,110,661 | 2.53 | 161,268 | -5.28 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,646 | 0.00 | 740 | 3.65 | ||||
| 2025-07-23 | 13F | 莱迪思资本管理有限公司 | 5,000 | -41.02 | 796 | -38.86 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 10,227 | 215.75 | 2 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 112,045 | 0.28 | 17,844 | 3.97 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 11,540 | -1.44 | 1,838 | 2.17 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | Call | 800 | 0.00 | 127 | 4.10 | |||
| 2025-07-14 | 13F | 海景资本管理公司 | 24,052 | 0.20 | 4 | 0.00 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 3,836 | 11.38 | 611 | 15.31 | ||||
| 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 | 56,479 | -4.22 | 8,995 | -0.71 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 69,710 | 0.00 | 10,349 | -14.14 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 17 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 41,841 | -3.74 | 6,664 | -0.19 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,504 | -6.93 | 239 | -3.63 | ||||
| 2025-03-27 | NP | CABDX - AB 相对价值基金公司 A 类 | 139,549 | -14.59 | 24,132 | -9.26 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | 1 | 0 | ||||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 4,788 | 0.97 | 763 | 4.67 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 2,486 | -5.44 | 396 | -1.99 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 8,841 | -11.48 | 1,408 | 1.22 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 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 | 844 | 2.18 | 123 | -5.43 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I | 67,818 | -6.49 | 10,801 | -3.04 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 4,075 | -55.21 | 649 | -53.61 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 40,339 | -0.89 | 6,424 | 2.75 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 40,888 | 0.00 | 6,070 | -14.14 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,578 | -86.78 | 251 | -86.30 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 23,619 | 0.10 | 3,762 | 3.78 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 17,956 | 17.31 | 2,666 | 0.68 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 50 | 4.17 | 8 | 16.67 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 3,680 | 5.20 | 586 | 9.12 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 3,032 | -0.33 | 483 | 3.21 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 3,337 | -73.86 | 531 | -72.91 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 606 | 0.00 | 90 | -14.42 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 1,500 | 0.00 | 239 | 3.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 5,071 | -3.96 | 808 | -0.49 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 5,615 | 2.05 | 888 | 12.28 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,795 | 445 | ||||||
| 2025-07-16 | 13F | 第一美国银行 | 5,352 | -60.10 | 852 | -58.64 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 518 | 0.00 | 82 | |||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 62,152 | -0.45 | 9,898 | 3.21 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 1,370 | 0.00 | 218 | 3.81 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 29,959 | 5.11 | 4,350 | -2.88 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 7,104 | -3.92 | 1,131 | -0.35 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 9,965 | 1.44 | 1,587 | 5.17 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 456,128 | 14.19 | 72,643 | 18.39 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 345,828 | -0.43 | 55,077 | 3.23 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 418,326 | -1.48 | 66,625 | 2.15 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 135,741 | -40.00 | 21,618 | -37.79 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 1,268 | -99.74 | 202 | -99.73 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 100,760,988 | -0.97 | 16,047,195 | 2.67 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 5,963 | 55.85 | 950 | 61.67 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 4,200 | 669 | |||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 2,657 | -98.87 | 423 | -98.83 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 80,992 | 77.33 | 12,024 | 52.24 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 266,027 | -1.95 | 39,494 | -15.82 | ||||
| 2025-03-25 | NP | AOBLX - 先锋平衡 ESG 基金：A 类 | 21,097 | -2.06 | 3,648 | 4.05 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 9,951 | 11.76 | 1,585 | 15.87 | ||||
| 2025-03-27 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 150,724 | -31.94 | 26,065 | -27.69 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 70 | 0.00 | 11 | 10.00 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,949,218 | 1.08 | 437,841 | -13.22 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,961,706 | -4.30 | 471,681 | -0.78 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 96,161 | -10.00 | 15,315 | -6.69 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 877 | 99.77 | 64 | 3.28 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 177,952 | 92.49 | 28,209 | 105.37 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 33,941 | -5.29 | 5,405 | -1.80 | ||||
| 2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 6,978,481 | 7.04 | 1,111,393 | 10.97 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 9,790 | 0.00 | 1,559 | 3.73 | ||||
| 2025-08-12 | 13F | 联合银行 | 1,317 | -19.89 | 210 | -17.06 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 6,762 | -8.46 | 1,077 | -5.11 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 3,000 | 0.00 | 478 | 3.70 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 34,045 | 1,605.66 | 4,943 | 1,479.23 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 46,309 | -0.62 | 7,114 | -0.63 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 304 | 0.66 | 48 | 4.35 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 2,468 | -85.58 | 393 | -85.05 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 2,591 | 11.11 | 385 | -4.71 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,942 | -0.27 | 469 | 3.31 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 300 | 0.00 | 48 | 2.17 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 20 | 0.00 | 3 | -33.33 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 2,576 | -25.89 | 410 | -23.08 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 27,187 | 2.92 | 4,330 | 6.70 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,693 | 0.00 | 270 | 3.46 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 7,610 | 0.53 | 1,212 | 4.22 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 37,661 | 65.46 | 5,998 | 71.54 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 10,708 | 0.00 | 1,555 | -7.61 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 283,871 | -1.52 | 45,209 | 2.10 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 7,123 | 0.00 | 1,134 | 3.66 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 36,862 | 0.17 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,497 | 110.44 | 712 | 117.07 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 1,730 | -22.42 | 276 | -19.59 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 113,549 | 18,084 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 382 | -43.24 | 61 | -41.75 | ||||
| 2025-08-05 | 13F | 梅克斯勒投资管理有限公司 | 3,290 | -6.13 | 524 | -2.79 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 1,333 | -2.20 | 212 | 1.44 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 10,961 | 87.18 | 1,746 | 94.10 | ||||
| 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 | 2,634 | -1.13 | 382 | -8.61 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 90 | 25.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,113 | -77.31 | 496 | -76.51 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 528,285 | 6.15 | 84,132 | 10.05 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,044 | -6.20 | 152 | -13.22 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 4,500 | -93.72 | 717 | -93.49 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,012 | -97.15 | 161 | -97.05 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 1,627 | 259 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 3,400 | -97.77 | 541 | -97.69 | |||
| 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 | 312,830 | 13.20 | 49,821 | 17.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 63,489 | -41.88 | 10,111 | -39.75 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 8,630 | -5.00 | 1,374 | -1.51 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 36 | 0.00 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,650 | 0.00 | 263 | 3.56 | ||||
| 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 | 18,806 | -4.41 | 2,995 | -0.86 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 282,391 | 49.15 | 44,974 | 54.64 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 11,399 | 12.00 | 1,815 | 16.12 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 16,869 | 2.22 | 2,687 | 6.00 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 2,070 | 0.00 | 330 | 3.79 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 17,069 | 0.07 | 2,718 | 3.74 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 2,700 | -5.10 | 430 | -1.60 | ||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 1,707 | -0.41 | 272 | 3.04 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 124,303 | -12.21 | 20 | -9.52 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 27,502 | 0.00 | 3,993 | -7.61 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 239 | 38 | ||||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 21,065 | -16.38 | 3,127 | -28.21 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 43,270 | 304.01 | 6,891 | 318.91 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 430,531 | -31.30 | 63,917 | -41.02 | ||||
| 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 | 219,386 | 32,570 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 156,283 | -30.69 | 24,890 | -28.15 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 7,095 | 1,682.66 | 1,131 | 1,752.46 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 28,047 | -34.13 | 4,471 | -31.67 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丰业资本公司 | 132,100 | 0.56 | 21,038 | 4.25 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 维维集团有限公司 | 4,735 | 0.06 | 754 | 3.86 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 7,204 | 1,147 | ||||||
| 2025-08-05 | 13F | 韦斯特伍德财富管理 | 1,886 | -15.65 | 300 | -12.54 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 5,320 | -2.60 | 847 | 0.95 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 32,175 | -4.43 | 4,777 | -17.97 | ||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 1,422 | -21.26 | 226 | -18.41 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 10,507 | 2.69 | 1,669 | 16.08 | ||||
| 2025-07-22 | 13F | 人民银行 | 28,248 | 79.53 | 4 | 100.00 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 29,575 | -3.12 | 4,710 | 0.45 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 9,294 | 35.44 | 1,480 | 40.42 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 615 | -56.13 | 89 | -59.55 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 8,390 | 0.31 | 1,336 | 4.05 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 2,158 | 5.89 | 344 | 9.58 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 35,222 | 5,609 | ||||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 24,876 | -3.12 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 1,462 | 0.00 | 233 | 3.57 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 12,991 | 52.82 | 1,886 | 52.84 | ||||
| 2025-07-14 | 13F | 更好财富有限责任公司 | 1,903 | -2.56 | 303 | 1.00 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,701 | 271 | ||||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 1,635 | -12.33 | 260 | -9.09 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,176 | 31.43 | 5,688 | 21.43 | ||||
| 2025-04-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 56,673 | 1.14 | 9,026 | 4.86 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 48,743 | -80.01 | 7,763 | -79.27 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 109,839 | 214.11 | 15,949 | 190.23 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 113,424 | -22.97 | 18,064 | -20.14 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 6 | 1 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 141,100 | -54.19 | 22,472 | -52.50 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 118,500 | 52.31 | 18,872 | 57.92 | |||
| 2025-05-14 | 13F | 斯通里奇投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 贝尔银行 | 3,961 | 4.32 | 631 | 8.06 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 15,617 | -7.27 | 2,487 | -3.87 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 693 | 57.14 | 103 | 34.21 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 3,188 | -8.63 | 508 | -5.23 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 34,776 | -23.62 | 5,538 | -20.81 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 财务视角公司 | 1,953 | 0.05 | 311 | 4.01 | ||||
| 2025-08-13 | 13F | ESG规划 | 2,038 | 0.79 | 325 | 4.52 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 6,191 | -0.11 | 951 | -0.11 | ||||
| 2025-08-26 | NP | WAR - 美国全球科技和航空航天及国防 ETF | 2,186 | 348 | ||||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 8,744 | -5.92 | 1,393 | -2.45 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 4,791,604 | -4.30 | 763,111 | 99,134.07 | ||||
| 2025-05-30 | NP | BGDV——Bahl & Gaynor 股息 ETF | 21,849 | -41.70 | 3,356 | -41.71 | ||||
| 2025-04-28 | NP | ADGAX - AB 核心机会基金公司 A 类 | 19,472 | -3.89 | 3,060 | -4.70 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 2,666 | 0.00 | 425 | 3.67 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 378,100 | -16.37 | 60,209 | -13.23 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 19,164 | -73.45 | 3,052 | -72.46 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 230,600 | 17.12 | 36,721 | 21.50 | |||
| 2025-06-23 | NP | SMPIX - 半导体超行业深度投资者类别 | 25,001 | -23.89 | 3,712 | -34.67 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 800 | -4.53 | 127 | -0.78 | ||||
| 2025-08-06 | 13F | 金融替代公司 | 2,962 | 0.00 | 472 | 3.74 | ||||
| 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 | 6,473 | -11.29 | 1,031 | -8.04 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 6,305 | 0.00 | 1,005 | 3.82 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,894 | -3.81 | 302 | -0.33 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 12,601 | 36.80 | 1,871 | 17.46 | ||||
| 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 | 37,702 | -1.68 | 6,004 | 1.94 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 3,839,511 | 11.77 | 570,014 | -4.05 | ||||
| 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 | 50,613 | 6.28 | 8,061 | 10.18 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 41,006 | 0.23 | 6,531 | 3.91 | ||||
| 2025-04-24 | NP | MTCAX - MFS科技基金A | 93,766 | -60.02 | 14,737 | -60.37 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,376 | 0.00 | 219 | 3.79 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 2,732 | -27.49 | 435 | -24.74 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 9,734 | -29.96 | 1,495 | -29.98 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 218,470 | -20.14 | 34,797 | -17.20 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 312 | -7.69 | 46 | -20.69 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 2,575 | 3,743.28 | 405 | 3,572.73 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 68,796 | -2.73 | 11 | -99.91 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 7,624 | 59.93 | 1,214 | 65.85 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 2,336,973 | 507.65 | 372,186 | 530.00 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,237 | -37.47 | 515 | -35.22 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 62,437 | -2.28 | 9,269 | -16.11 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 13,054 | 0.00 | 2,079 | 3.64 | ||||
| 2025-05-29 | NP | CHDEX - Cullen 高股息股票基金零售类 | 55,133 | -1.00 | 8,469 | -1.02 | ||||
| 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 | 456,471 | 0.00 | 72,698 | 3.68 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 18,686 | 4.87 | 2,976 | 8.70 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 30,000 | 24 | ||||||
| 2025-08-12 | 13F | 价值工作有限公司 | 58,435 | 0.51 | 9,306 | 4.20 | ||||
| 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 | 17,015 | -39.38 | 2,526 | -47.95 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 90 | 0.00 | 13 | -13.33 | ||||
| 2025-08-14 | 13F | 主权资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 5,305 | -54.77 | 845 | -53.14 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 101,133 | -18.43 | 15,014 | -29.98 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 45,101 | 0.00 | 6,696 | -14.16 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 5,644 | -0.32 | 899 | 3.34 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 2,846 | -2.00 | 453 | 1.57 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 556 | 0.00 | 89 | 3.53 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 11,090 | -0.15 | 1,766 | 3.52 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 74,375 | -12.55 | 11,845 | -9.33 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,158 | 4.60 | 662 | 8.52 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 35,865 | 5.48 | 5,712 | 9.34 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 16,328 | 0.34 | 2,600 | 4.04 | ||||
| 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 | 47,975 | 0.00 | 6,966 | -7.63 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 16,641 | -1.57 | 2,556 | -1.58 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 132,936 | -19.34 | 21,171 | -16.37 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 2,304 | -27.27 | 367 | -24.69 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 4,397 | 0.07 | 700 | 3.86 | ||||
| 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 | 153,544 | 24,453 | ||||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 11,050 | 0.00 | 1,604 | -7.60 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,802,148 | 13.24 | 416,007 | -2.78 | ||||
| 2025-05-15 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 1,280 | 204 | ||||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,776 | -92.03 | 283 | -91.76 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 2,823 | -13.46 | 450 | -10.38 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 21,185 | 0.20 | 3,374 | 3.88 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 471 | -13.74 | 70 | -21.59 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,066 | 0.09 | 170 | 3.68 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 2,556,849 | 0.38 | 407,204 | 4.08 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 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 | 44,506 | 57.23 | 6,607 | 34.97 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 7,000 | -0.71 | 1,115 | 2.96 | ||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 1,676 | 17.12 | 267 | 21.46 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 4,385 | -10.89 | 698 | -7.55 | ||||
| 2025-08-07 | 13F | 第1620章 | 53 | -1.85 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 22,600 | -8.87 | 3,599 | -5.51 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 40,000 | 125.99 | 6,370 | 134.36 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 29,608 | 7.39 | 4,396 | -7.80 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 75,508 | 0.00 | 12,025 | 3.68 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 375,898 | 3.61 | 59,865 | 8.05 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 7,653 | 12.61 | 1,219 | 16.78 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 135,391 | -0.08 | 21,562 | 3.59 | ||||
| 2025-03-31 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,000 | -34.33 | 37,353 | -30.23 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 3,569 | -16.83 | 569 | -13.81 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 3,005 | 0.23 | 479 | 3.91 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 63,613 | 84.98 | 10,131 | 91.78 | ||||
| 2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 17,705 | -0.26 | 2,820 | 3.41 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 55 | 1.85 | 9 | 0.00 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 1,715 | 273 | ||||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 1,659 | -69.84 | 264 | -96.88 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 13,959 | 3.19 | 2,232 | 14.29 | ||||
| 2025-08-11 | 13F | 信托银行 | 9,800 | -4.89 | 1,561 | -1.39 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 52,514 | -1.29 | 8,363 | 2.35 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 3,489 | 0.00 | 556 | 3.74 | ||||
| 2025-08-13 | 13F | M 控股证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | SMHX-VanEck 无晶圆厂半导体 ETF | 15,388 | 29.31 | 2,451 | 34.10 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 693 | -3.48 | 110 | 0.00 | ||||
| 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 | 55,427 | -9.34 | 8,229 | -22.17 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 3,910 | 11.59 | 623 | 15.61 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 858 | -6.43 | 127 | -19.62 | ||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 30,627 | -5.37 | 4,536 | -4.35 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 28,800 | -1.71 | 4,587 | 1.91 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 12,410 | 1,976 | ||||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,306 | -0.75 | 526 | 2.94 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 4,625 | -1.60 | 737 | 2.08 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 27,066 | 0.00 | 4,018 | -14.15 | ||||
| 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 | 248,833 | 0.24 | 39,629 | 13.66 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 3,095 | 0.00 | 493 | 3.58 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 30,300 | 51.50 | 4,826 | 57.06 | |||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 196,500 | 31,295 | |||||
| 2025-08-19 | 13F | Marex 集团 | 3,984 | 634 | ||||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 17,421 | -5.66 | 2,586 | -19.01 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 9,872 | -12.21 | 1,572 | -8.98 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 17,301 | -0.31 | 2,755 | 3.38 | ||||
| 2025-07-24 | 13F | 康宁公司 | 234,745 | 1.10 | 37,385 | 4.81 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 3,870 | 2.22 | 616 | 6.02 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 1,425 | 0.00 | 227 | 3.67 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,355 | 123.23 | 201 | 84.40 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,302 | -7.51 | 367 | -4.19 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 15,178 | 0.00 | 2,417 | 3.69 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,157 | 0.00 | 184 | 3.95 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 200,361 | 9.58 | 31,910 | 13.61 | ||||
| 2025-05-05 | 13F | 赛普拉斯资本管理有限责任公司（怀俄明州） | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 110,093 | 9.49 | 17,533 | 13.52 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 7,543 | 5.56 | 1,201 | 9.48 | ||||
| 2025-05-22 | NP | SAOOX - 叠加 A 投资组合 1 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 13,860 | 20.85 | 2,207 | 25.33 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 42,749 | 7.70 | 6,808 | 11.66 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 2,561 | 8.70 | 408 | 12.74 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,968 | 3.69 | 302 | 3.78 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 7,952 | -2.50 | 1,266 | 1.12 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 82,100 | -44.04 | 13,075 | -41.98 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 4,027 | 7.19 | 641 | 11.09 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 4,357 | 3.30 | 694 | 7.11 | ||||
| 2025-06-26 | NP | HFLGX - 轩尼诗基石大型成长基金投资者类别 | 16,500 | -1.20 | 2,450 | -15.17 | ||||
| 2025-05-30 | NP | GATAX - Gabelli 资产基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 105,137 | -13.80 | 16,744 | -10.63 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 1,966 | -14.00 | 313 | -11.58 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 199 | -37.81 | 32 | -36.73 | ||||
| 2025-07-30 | NP | AFOCX - 阿切尔焦点基金 | 1,645 | -3.24 | 239 | -31.21 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 183,170 | -0.99 | 29,172 | 2.65 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 1,645 | 0.55 | 262 | 15.42 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 6,425 | 26.10 | 1,023 | 30.82 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 10,434 | 0.05 | 1,662 | 3.75 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 5,433 | -10.86 | 865 | -7.59 | ||||
| 2025-03-27 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 7,199 | -5.04 | 1,245 | 0.89 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 206 | -4.19 | 31 | -18.92 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 49,313 | 201.17 | 7,854 | 212.25 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 166,909 | -3.95 | 26,582 | -0.42 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 1,674 | 0.00 | 267 | 3.50 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 28,299 | -84.51 | 4,507 | -83.94 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 68,088 | 2.53 | 10,844 | 6.29 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,992 | 11.10 | 317 | 15.27 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 30,063 | 991.61 | 4,788 | 1,031.68 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 13,818 | 2,051 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 17,897 | -30.94 | 2,850 | -28.39 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 638 | -27.83 | 93 | -33.33 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 3,391 | -28.03 | 540 | -25.31 | ||||
| 2025-08-05 | 13F | 好事达公司 | 1,897 | -95.35 | 302 | -95.18 | ||||
| 2025-04-15 | 13F | 内普西斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,622 | 24.34 | 577 | 28.86 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,091 | 0.67 | 333 | 4.39 | ||||
| 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 | 505,374 | 0.89 | 75,028 | -13.39 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 2,030 | 3.89 | 323 | 7.67 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 18,599 | 11.11 | 2,962 | 15.21 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 121,052 | 81.00 | 19,279 | 87.66 | ||||
| 2025-04-22 | 13F | 德尔泰克资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 10,529 | 4.42 | 1,677 | 8.27 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 175,679 | -44.43 | 27,852 | -42.32 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 101,691 | 1.40 | 16,195 | 5.13 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 531,100 | -4.60 | 84,201 | -0.96 | |||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 108,215 | 5.34 | 17,234 | 9.21 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 683,100 | 7.68 | 108,299 | 11.78 | |||
| 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 | 331,525 | -0.03 | 49,218 | -14.17 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 9 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 7,060 | 1.58 | 1,124 | 5.34 | ||||
| 2025-05-12 | 13F | 清晰财富发展有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,056,990 | -1.08 | 168,336 | 2.55 | ||||
| 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 | 70,130 | 0.00 | 11,169 | 3.68 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 2,850 | 0.78 | 454 | 4.38 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 2,873 | 0.00 | 427 | 0.00 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 22,497 | -1.03 | 3,583 | 2.61 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 183,977 | -1.38 | 29,300 | 2.25 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 50,813 | 1.81 | 8,092 | 5.56 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 133,214 | 19,777 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 110,300 | 20.02 | 17,566 | 24.44 | |||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 3,511 | 0.00 | 559 | 3.71 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 112,916 | -0.28 | 17,983 | 3.39 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 82,207 | 0.89 | 13,092 | 4.60 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 44,181 | -0.47 | 7,036 | 3.20 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 64 | 0.00 | 10 | 11.11 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 50 | 0.00 | 8 | 14.29 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 11,743 | 0.11 | 1,870 | 3.83 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 271,360 | -3.27 | 43,217 | 0.29 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 109,753 | 12.41 | 17,479 | 16.54 | ||||
| 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 | 31,051 | 0.35 | 4,509 | -7.30 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,588 | 5.74 | 1,102 | -2.31 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Put | 216,700 | 34,512 | |||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 41,278 | 0.52 | 6,574 | 10.25 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,536 | -27.00 | 245 | -24.46 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 10,780 | -4.21 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 2,765 | 7.76 | 438 | 11.17 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 1,980 | 6.45 | 315 | 10.53 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 1,110,200 | 28.96 | 176,810 | 33.70 | |||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 5,480 | -23.88 | 873 | -21.09 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 1,258,800 | 25.12 | 200,476 | 29.72 | |||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,520 | 233 | ||||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 4,872 | -8.88 | 777 | 4.30 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 6,800 | 9.73 | 1,083 | |||||
| 2025-07-29 | 13F | 东北投资管理公司 | 9,203 | 0.00 | 1,466 | 3.68 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 6,977 | -7.21 | 1,111 | -3.81 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 1,752 | 0.00 | 279 | 3.72 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 246 | 0.41 | 0 | |||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,420,054 | 0.19 | 385,417 | 3.88 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 94,807 | 3.76 | 15,099 | 7.58 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 295 | 0.00 | 47 | 2.22 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 983 | 1,412.31 | 145 | -1.37 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,730 | 29.30 | 276 | 34.15 | ||||
| 2025-06-30 | NP | GGME - 景顺动态媒体 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 | 62,055 | 456.50 | 9,213 | 377.80 | ||||
| 2025-06-26 | NP | TECB - iShares 美国科技突破多部门 ETF | 67,900 | -3.45 | 10,080 | -17.11 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,432 | 228 | ||||||
| 2025-05-14 | 13F | 费尔班克斯资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 95,707 | 9.08 | 15,242 | 13.10 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 52,700 | 98.12 | 8 | 100.00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 592,400 | -11.60 | 94,346 | -8.35 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 4,968 | 81.45 | 791 | 88.33 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 16,717 | -2.95 | 2,662 | 0.60 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 220,954 | -2.79 | 35 | 2.94 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,744 | 7.82 | 437 | 12.05 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,507 | -4.77 | 1,000 | -4.77 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 3,060 | -1.35 | 487 | 2.31 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 76,330 | -1.25 | 12,156 | 2.38 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 14,900 | 50.51 | 2,373 | 56.05 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 3,330 | -3.06 | 511 | -3.04 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 300 | 48 | |||||
| 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 | 633,768 | -0.06 | 92,023 | -7.68 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 2,106 | -19.19 | 335 | -16.25 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 2,805 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 1,000 | 0.00 | 159 | 3.92 | |||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 1,365 | 217 | ||||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,480 | -1.12 | 8,995 | 2.52 | ||||
| 2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 80,624 | 38.48 | 12,385 | 6.80 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 15,777 | 7.96 | 2,513 | 11.94 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 5,160 | 23.33 | 822 | 27.88 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 957,500 | 0.00 | 152,491 | 3.68 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 24,936 | -54.74 | 3,971 | -52.52 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 102 | 0.00 | 16 | 6.67 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 46,991 | 1.58 | 6,976 | -12.80 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 1,036 | 70.11 | 154 | 45.71 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 86 | 0.00 | 14 | 0.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 604,037 | -2.89 | 96 | 1.05 | ||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 229,305 | -2.47 | 35,224 | -2.48 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 11,805 | -72.80 | 2 | -83.33 | ||||
| 2025-04-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 10,322 | 67.32 | 1,622 | 66.02 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 94,376 | 0.00 | 15,030 | 3.68 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 40,993 | 0.00 | 6,086 | -14.15 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 3,127 | -7.18 | 498 | -3.68 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 654 | -68.84 | 104 | -68.01 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 46,373 | -2.71 | 7,385 | 0.87 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 6,000 | 0.00 | 956 | 3.69 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 19,850 | -19.02 | 3,161 | -16.04 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 2,763 | 37.87 | 410 | 18.50 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 4,654 | -32.12 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 9,977 | 9.34 | 1,582 | 13.50 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 17,206 | 2.56 | 2,740 | 6.37 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 146,215 | -5.35 | 23,281 | -1.28 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 27,241 | -5.28 | 4,184 | -5.30 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 3,750 | 0.00 | 597 | 3.65 | ||||
| 2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 11,867 | -32.43 | 1,723 | -37.57 | ||||
| 2025-07-23 | 13F | 吉尔德投资管理公司 | 17,264 | 20.69 | 2,750 | 25.13 | ||||
| 2025-04-22 | 13F | 瑞穗证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 34,749 | -34.73 | 5,534 | -32.33 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 243 | 200.00 | 39 | 216.67 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 594 | -3.88 | 95 | 0.00 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 103,217 | -8.39 | 16,438 | -5.03 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 295,429 | 34.61 | 42,896 | 24.36 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 94,843 | 2.43 | 15,104 | 6.20 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | Call | 800 | -33.33 | 127 | -29.44 | |||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 50,900 | 0.00 | 8,106 | 3.68 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 58,802 | 28.73 | 9,367 | 32.28 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 108 | 0.00 | 17 | 6.25 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 19,662 | -7.43 | 3,131 | -4.02 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 5,000 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 阿克曼资本顾问有限公司 | 1,696 | 0.00 | 270 | 3.85 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 7,999 | -1.37 | 1,274 | 2.25 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 25,652 | 210.86 | 4,085 | 222.42 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 31,578 | 36.57 | 5,029 | 41.62 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 50,517 | 22.79 | 8,045 | 27.31 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 1,272,761 | -12.40 | 202,700 | -9.18 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 85,297 | -3.26 | 13,584 | 0.30 | ||||
| 2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 675 | -20.77 | 108 | -17.69 | ||||
| 2025-09-05 | 13F | 盖尔有限责任公司 | 19,605 | -10.80 | 3,122 | 103,966.67 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 27,345 | -23.51 | 4,060 | -34.34 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42 | 16.67 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 北方成长管理有限公司 | 85,000 | 0.00 | 14 | 0.00 | ||||
| 2025-08-26 | NP | ARTY - iShares 机器人和人工智能多部门 ETF | 19,742 | 12.97 | 3,144 | 17.14 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 1,606 | 9.70 | 256 | 13.84 | ||||
| 2025-08-14 | 13F | Xponance公司 | 206,984 | -26.60 | 32,964 | -23.90 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 6,096 | -37.75 | 971 | -35.51 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 67,624 | -2.11 | 9,819 | -9.56 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 15,852 | -61.86 | 2,525 | -60.46 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,556 | 6.90 | 407 | 10.90 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 4,412 | 16.23 | 703 | 20.41 | ||||
| 2025-08-13 | 13F | 加州第一租赁公司 | 58,650 | 0.00 | 9,341 | 3.67 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 26,208 | -2.90 | 4,174 | 0.65 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 43 | -52.75 | 6 | -53.85 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,970 | 161.62 | 314 | 172.17 | ||||
| 2025-08-28 | NP | HAIL - SPDR S&P Kensho 智能移动 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 | 2,005 | -13.32 | 319 | -10.14 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 5,576 | -11.73 | 828 | -24.27 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 6,390 | 0.00 | 928 | -8.49 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 1,071 | -38.59 | 171 | -36.33 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 23,883 | 140.27 | 3,804 | 149.21 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 65,691 | 29.26 | 9,752 | 10.97 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 13,985 | -14.81 | 2,227 | -11.66 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 32,892 | 22.31 | 5,238 | 26.80 | ||||
| 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 | 30,700 | 15.41 | 4,558 | -0.91 | ||||
| 2025-07-22 | 13F | 遗产信托 | 40,220 | -5.02 | 6,405 | -1.52 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 63,333 | 8.20 | 10,086 | 12.18 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,691 | -0.37 | 429 | |||||
| 2025-05-29 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 24,029 | -2.38 | 3,691 | -2.38 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 2,942 | 469 | ||||||
| 2025-08-06 | 13F | 南州公司 | 7,646 | 43.00 | 1,218 | 48.23 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 113,546 | -16.51 | 18,083 | -13.44 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 63,582 | 1.52 | 10,126 | 5.26 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 1,201 | 0.00 | 191 | 3.80 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 5,514 | -1.34 | 878 | 2.33 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,106 | -5.63 | 176 | -1.68 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 4,631 | 4.66 | 688 | -10.20 | ||||
| 2025-04-01 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 7,970 | 5.70 | 1,378 | 12.31 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 159,263 | 0.08 | 25,364 | 3.76 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 73,455 | 50.24 | 11,698 | 55.77 | ||||
| 2025-06-26 | NP | HTECX - 轩尼诗科技基金投资者类别 | 721 | -15.77 | 107 | -27.70 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 580,772 | -6.09 | 92 | 0.00 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,471 | 0 | ||||||
| 2025-08-14 | 13F | 医生金融服务公司 | 16,770 | -1.47 | 3 | 0.00 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 9,200 | -96.03 | 1,465 | -95.89 | |||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 80 | 31.15 | 14 | 44.44 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 4,451 | -6.08 | 661 | -19.41 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 2,312 | 10.20 | 368 | 14.29 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 79,309 | 7.36 | 11,516 | -0.81 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 3,724 | -19.85 | 593 | -16.83 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 406,220 | -1.20 | 64,695 | 2.44 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,378,884 | 14.70 | 219,601 | 18.92 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 2,043 | -46.34 | 325 | -44.35 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 18,040 | 11.58 | 2,619 | 3.07 | ||||
| 2025-07-22 | 13F | 麦克诺顿财富管理有限责任公司 | 4,978 | 0.00 | 793 | 3.66 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 8,385 | -3.11 | 1,335 | 0.45 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 6,893 | 1,098 | ||||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 29,742 | 0.00 | 4,737 | 3.68 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 11,790 | -1.68 | 1,878 | 1.96 | ||||
| 2025-08-14 | 13F | 新弗农投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 103 | -96.28 | 15 | -96.86 | ||||
| 2025-07-15 | 13F | 韦拉策略公司 | 4,292 | 7.09 | 683 | 11.06 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 3,279 | -5.69 | 504 | -5.81 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 45,387 | -5.58 | 7,228 | -2.11 | ||||
| 2025-07-29 | NP | BLES - 激励全球希望 ETF | 1,976 | -0.20 | 287 | -8.04 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 1,296 | 206 | ||||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 564 | 3.87 | 90 | 7.23 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 1,421 | 14.50 | 226 | 18.95 | ||||
| 2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 38,845 | -2.82 | 5,640 | -10.22 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 2,387 | -3.87 | 380 | -0.26 | ||||
| 2025-05-12 | 13F | 资本集团私人客户服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 980 | 60.13 | 156 | 67.74 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 29,278 | 11.35 | 4,663 | 15.42 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 227,556 | 36,241 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 113,750 | 18,116 | ||||||
| 2025-07-28 | 13F | 戴维森信托公司 | 5,114 | -6.13 | 814 | -2.63 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 119,079 | 0.37 | 18,965 | 4.07 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 23,219 | -70.91 | 3,698 | -69.85 | ||||
| 2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 11,389 | -17.27 | 1,654 | -23.58 | ||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 6,329 | 940 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 365 | -11.19 | 58 | -7.94 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,595 | 98.85 | 413 | 106.50 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 23,394 | 1.69 | 3,727 | 5.52 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,483 | 64.05 | 220 | 47.65 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 9,753 | -0.08 | 1,553 | 3.60 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 119,589 | -36.51 | 19,046 | -34.20 | ||||
| 2025-05-15 | 13F | 威默联合公司 1 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 44,666 | -63.95 | 7,114 | -62.63 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 10,126 | 53.35 | 1,470 | 41.76 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 48,294 | -2.76 | 7,691 | 0.81 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 27,431 | -10.46 | 4,369 | -7.18 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 17,914 | -5.58 | 2,853 | -2.13 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 12,779 | -12.48 | 2,035 | -9.27 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 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 | 67 | 21.82 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 60,709 | 11.45 | 9,669 | 15.55 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 58,123 | 2.21 | 9,257 | 5.96 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 105 | 0.00 | 17 | 0.00 | ||||
| 2025-04-28 | 13F | 林肯资本公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | HAVLX - 港湾大型价值基金机构类别 | 220,300 | -19.86 | 32,706 | -31.20 | ||||
| 2025-07-21 | 13F | UG投资顾问有限公司 | 579,387 | -6.77 | 92,273 | -3.34 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 2,609 | 416 | ||||||
| 2025-07-16 | 13F | Embree金融集团 | 1,675 | 3.84 | 267 | 7.69 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 6,312 | 1,005 | ||||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 2,330 | -5.01 | 371 | -1.33 | ||||
| 2025-07-30 | NP | RFDA - RiverFront 动态美国股息优势 ETF | 5,422 | -6.87 | 787 | -13.99 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 18,400 | -2.65 | 2,930 | 0.93 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 7,477 | -10.22 | 1,191 | -6.96 | ||||
| 2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 7,553 | 0.15 | 1,121 | -8.64 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 92,370 | 2.42 | 14,711 | 6.19 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 200 | 471.43 | 32 | 520.00 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 34,050 | 0.00 | 5,055 | -14.15 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 266,772 | 1.31 | 42,486 | 5.04 | ||||
| 2025-08-26 | NP | Nuveen 纳斯达克 100 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 140,959 | 0.00 | 22,449 | 3.68 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 14,775 | -12.57 | 2,353 | -9.95 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 862 | -5.17 | 137 | -1.44 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 2,033 | 324 | ||||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 11,463 | -11.97 | 1,826 | -8.75 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 3,672 | -62.51 | 585 | -39.23 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 864 | -12.20 | 138 | -9.27 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 5,285 | -0.41 | 1 | |||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 10,356 | -1.72 | 1,649 | 1.92 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 22,307 | -1.76 | 3,553 | 1.83 | ||||
| 2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 1,969 | -40.26 | 314 | -38.14 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 101 | 3.06 | 16 | 6.67 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 1,872 | 0.54 | 298 | 4.20 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 2,341 | 29.12 | 373 | 33.81 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 6,381 | -22.68 | 947 | -33.64 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 2,201 | -30.19 | 351 | -27.69 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 12,166 | 45.89 | 1,806 | 25.24 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 9,196 | -56.68 | 1,465 | -55.09 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 1,546 | 18.38 | 246 | 23.00 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 27,493 | 1.83 | 4,379 | 5.57 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 6,638 | 0.00 | 1,057 | 3.73 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 7,644 | 29.36 | 1,218 | 34.29 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 32,726 | -2.39 | 4,752 | -9.83 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 3,323 | 9.49 | 529 | 13.52 |
