机构投资人持股和股东
ResMed Inc. (AT:RMD) 有 1688 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 103,455,058 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Bank of New York Mellon Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, VFINX - Vanguard 500 Index Fund Investor Shares, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, Morgan Stanley, and Invesco Ltd. .
ResMed Inc. (WBAG:RMD)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 222.60 / share. Previously, on May 9, 2025, the share price was 216.00 / share. This represents an increase of 3.06% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | SRN 顾问有限公司 | 879 | -10.85 | 227 | 2.73 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 1,007 | 260 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 475 | 1.28 | 123 | 17.31 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,348 | -0.59 | 330 | 4.11 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 2,169 | -31.60 | 513 | -31.42 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 127 | 0.00 | 33 | 14.29 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 124,245 | 85.15 | 32,055 | 113.40 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MDEV - First Trust Indxx 医疗器械 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 | 177 | -5.35 | 46 | 9.76 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 77 | 0.00 | 20 | 11.76 | ||||
| 2025-08-04 | 13F | 联合银行 | 31,126 | -0.46 | 8 | 14.29 | ||||
| 2025-05-13 | 13F | Semanteon 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 296,552 | -27.74 | 75,885 | -16.21 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 3,559 | 9.71 | 918 | 26.45 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 35,565 | -6.16 | 9,176 | 8.16 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 3,657 | 10.32 | 895 | 15.63 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 13,210 | -1.03 | 3,234 | 3.75 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 4,686 | 25.53 | 1,209 | 44.67 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 93,830 | 43.75 | 24,208 | 65.69 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 35,994 | -5.36 | 9,286 | 9.08 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 7,800 | 5.41 | 2,012 | 21.50 | |||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 850 | 219 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | 533,756 | -14.11 | 137,709 | -1.01 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 7,800 | -76.04 | 2,012 | -72.39 | |||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,116 | 2.76 | 288 | 18.11 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 350,417 | 13.03 | 90,408 | 30.28 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,337 | 19.10 | 2,041 | 24.85 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 49,131 | 6.27 | 12,654 | 22.59 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 16 | 4 | ||||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 540 | 0.00 | 139 | 15.83 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 3,631 | 3.74 | 937 | 19.54 | ||||
| 2025-08-14 | 13F | 联信银行 | 26,879 | -4.43 | 6,935 | 10.15 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 2,581 | -48.49 | 666 | -40.68 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 2 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 35,961 | 7.07 | 9,278 | 23.40 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 14,090 | 7.61 | 3,449 | 12.82 | ||||
| 2025-08-14 | 13F | 维斯塔投资管理公司 | 4,776 | -3.59 | 1,232 | 11.19 | ||||
| 2025-05-05 | 13F | 赫斯曼战略顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 37,005 | -6.73 | 9,547 | 7.51 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 6,300 | 10.53 | 1,491 | 10.70 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 12 | -7.69 | 3 | 50.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 448 | 24.79 | 106 | 25.00 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 5,877 | -9.24 | 1,439 | -4.89 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 76 | 0.00 | 20 | 11.76 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 11,524 | 1.14 | 2,973 | 16.59 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 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 | 42,290 | 0.00 | 10,911 | 15.25 | ||||
| 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 | 1,815 | -45.72 | 468 | -37.43 | ||||
| 2025-07-29 | NP | PAPPX - Papp 中小型成长基金 | 5,300 | 0.00 | 1,297 | 4.85 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 127 | -18.59 | 33 | -5.88 | ||||
| 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 | 18,007 | 50.59 | 4,646 | 73.58 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 16,991 | 4,384 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 32,523 | 104.65 | 8,391 | 135.87 | ||||
| 2025-05-06 | 13F | MCF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 15,940 | -1.54 | 4,112 | 13.47 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 1,455 | -6.91 | 375 | 7.45 | ||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 2,668 | -1.84 | 688 | 13.16 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 9,514 | -41.89 | 2,455 | -33.04 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 1,084 | 0.00 | 280 | 15.29 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 55,000 | -47.62 | 14 | -39.13 | |||
| 2025-08-22 | NP | FDHT - 富达数字健康 ETF | 1,475 | -8.39 | 381 | 5.56 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 1,847 | -0.22 | 477 | 14.98 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 4,570 | 2.58 | 1,179 | 18.25 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 738,947 | -0.19 | 191 | 15.15 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 10,353 | -2.66 | 2,671 | 12.23 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 1,646 | 425 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 937 | -24.37 | 242 | -13.00 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 14,707 | -9.77 | 3,794 | 4.00 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 2,056 | 42.78 | 531 | 64.60 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 635 | 10.05 | 150 | 10.29 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 35,508 | 23.39 | 8,401 | 23.60 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 2,878 | 0.00 | 705 | 4.76 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 11,955 | -0.20 | 3,043 | 13.46 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 4,678 | 0.15 | 1,207 | 15.41 | ||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 2,268 | 0.00 | 508 | -2.12 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 21,997 | -2.16 | 5,675 | 12.78 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 2 | ||||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 36,197 | -1.08 | 8,564 | -0.91 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 11,000 | 0.00 | 2,838 | 15.27 | ||||
| 2025-08-19 | 13F | 坎贝尔资本管理公司 | 800 | 0.00 | 206 | 15.08 | ||||
| 2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | Short | -3,272 | 233.20 | -844 | 285.39 | |||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 900 | 232 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 6,409 | 24.62 | 1,654 | 43.61 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 13,233 | -0.18 | 3,131 | -0.03 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 468 | 46.25 | 121 | 69.01 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 7,241 | 15.52 | 1,713 | 15.74 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 270 | 0.00 | 70 | 15.00 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,183,784 | -4.81 | 563,416 | 9.72 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 38,881 | 0.76 | 10,031 | 16.13 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 43,617 | -13.17 | 11 | 0.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 279,876 | 5.76 | 72,208 | 21.90 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 1,421 | 367 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 1,400 | -39.13 | 361 | -29.77 | |||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 2,740 | 710 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 6,847 | 1,766 | ||||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 2,446 | -23.82 | 631 | -12.12 | ||||
| 2025-08-12 | 13F | 登打士合伙人律师事务所 | 152,184 | 0.00 | 39,263 | 15.26 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 8,758 | 0.00 | 2,260 | 15.26 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 243 | -91.54 | 63 | -90.34 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 5,279 | 1,362 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 672,853 | -12.97 | 173,596 | 0.30 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | 亚飞财富 | 49 | 58.06 | 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 | 8,165 | -1.34 | 2,107 | 13.71 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 2,300 | -17.86 | 593 | -5.27 | |||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 52,551 | 8.55 | 13,558 | 25.11 | ||||
| 2025-05-28 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 315 | 0.00 | 71 | -2.78 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 1,211 | 0.92 | 312 | 16.42 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 100 | 26 | |||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 978 | -6.59 | 252 | 7.69 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 4,900 | 1,264 | |||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 115 | -4.96 | 27 | -3.57 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,037 | 7.13 | 302 | 33.63 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,241 | 2.14 | 609 | 17.34 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 45,071 | 184.07 | 11,628 | 227.46 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 1,200 | 0.00 | 310 | 15.30 | ||||
| 2025-07-30 | NP | HEAL - Global X 远程医疗和数字健康 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,178 | 2.40 | 1,512 | 7.39 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 77,970 | -3.36 | 20,116 | 11.38 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 809 | 0.00 | 209 | 14.92 | ||||
| 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 | 490,148 | 6.86 | 115,964 | 7.04 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 30,730 | 16.82 | 7,929 | 34.66 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 4,741 | 40.10 | 1,161 | 37.77 | ||||
| 2025-05-16 | 13F | 弗雷德·阿尔杰管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 1,451 | -5.53 | 374 | 9.04 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 8,245 | 2,127 | ||||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 104 | 0.00 | 27 | 13.04 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 4,846 | 0.00 | 1,147 | 0.17 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 28,249 | 6.29 | 7,288 | 22.51 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 2,960 | 764 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 271,224 | 5.33 | 69,976 | 21.40 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 2,033 | 31.59 | 498 | 58.28 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 14,092 | 6.57 | 4 | 50.00 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 704 | -2.22 | 0 | |||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 18,712 | -8.16 | 4,427 | -7.98 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 66,713 | 1.40 | 15,784 | 1.57 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 500 | 0.00 | 129 | 16.22 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 267 | 2.30 | 63 | 14.55 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 8,343 | 75.02 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 820 | 0 | ||||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 2 | -60.00 | 1 | -100.00 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 12,505 | 4.98 | 3,226 | 21.01 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 1,866 | -15.98 | 481 | -3.22 | ||||
| 2025-03-28 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 3,571 | 843 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 20 | 11.11 | 5 | 25.00 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 3,714 | -1.80 | 958 | 13.24 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 133,500 | -18.35 | 34,443 | -5.89 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 5,011 | -22.87 | 1,293 | -11.14 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 88 | 21 | ||||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 1,058 | -23.50 | 273 | -11.97 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 101 | -30.82 | 26 | -18.75 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 59,952 | -4.72 | 15,468 | 9.81 | ||||
| 2025-05-09 | 13F | Altium资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 城市控股公司 | 32 | -61.45 | 8 | -55.56 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,640 | 4.80 | 681 | 20.96 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 218 | 41.56 | 62 | 79.41 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 4,267 | -4.39 | 1,010 | -4.27 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 6,276 | -0.82 | 1,619 | 14.34 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -30 | -0.00 | -8 | 16.67 | |||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,730 | 12.92 | 409 | 9.97 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 4,265 | -44.01 | 1,100 | -35.48 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 138,859 | 1.49 | 35,826 | 16.97 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 1,965 | -69.29 | 464 | -70.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 1,268 | -6.70 | 327 | 7.57 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 5,911 | 21.55 | 1,398 | 21.78 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,481 | 703 | ||||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 9,799 | -2.93 | 2,528 | 11.91 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,468 | 5.12 | 895 | 21.14 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,935 | -10.95 | 474 | -6.71 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,779 | 32.04 | 975 | 52.19 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 3,190 | -6.81 | 823 | 7.44 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 25 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | 野村控股公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 北方信托公司 | 1,715,261 | -1.68 | 442,537 | 13.32 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -151 | -39 | |||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 21,690 | 0.94 | 5,596 | 16.34 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 23 | 0.00 | 6 | 0.00 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 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 | 11,806 | 3.00 | 2,793 | 3.18 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 92,418 | 2.76 | 22,623 | 7.72 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 95 | 13.10 | 25 | 33.33 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 1,338 | -1.47 | 345 | 17.75 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 768 | 2.13 | 198 | 17.86 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 50,200 | -8.73 | 12,952 | 5.20 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 11,925 | 2.32 | 3,077 | 17.94 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 2,822 | 0.00 | 659 | -6.27 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 12,440,234 | -1.98 | 3,209,580 | 12.97 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 823 | -18.68 | 212 | -6.19 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 13,736 | 1.45 | 3,250 | 1.63 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 100 | 0.00 | 26 | 4.17 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 21,906 | 0.34 | 5,652 | 15.66 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 31 | 8 | ||||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 8,026 | -53.39 | 1,899 | -53.32 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 7,701 | -8.17 | 1,987 | 5.81 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 214,751 | -3.09 | 55,406 | 11.69 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 52,558 | -4.79 | 13,560 | 9.73 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 77,419 | 1.22 | 19,974 | 16.66 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 764,243 | 4.37 | 195,883 | 22.09 | ||||
| 2025-08-18 | 13F | 资本影响顾问有限责任公司 | 36,867 | -3.34 | 9,606 | 12.51 | ||||
| 2025-03-27 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,852 | 16.99 | 437 | 14.10 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 579 | 0.00 | 142 | 4.44 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,256 | 35.64 | 324 | 56.04 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 1,016 | 0.00 | 262 | 15.42 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 150 | -34.78 | 39 | -25.49 | ||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 181,536 | -5.91 | 46,836 | 8.44 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 2,860 | -14.01 | 738 | -3.03 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 9,736 | 6.63 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 2,142 | 83.08 | 553 | 106.74 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 383 | -10.72 | 99 | 2.08 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 247,875 | -5.20 | 63,952 | 9.27 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 156 | 110.81 | 37 | 111.76 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 87 | 0.00 | 24 | 21.05 | ||||
| 2025-07-24 | NP | SUHAX - DWS 健康与保健基金 A 级 | 9,847 | 0.00 | 2,410 | 4.83 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 52,829 | 13,630 | ||||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 208,229 | 0.02 | 54 | 15.22 | ||||
| 2025-08-28 | NP | Tekla 医疗保健机会基金 | 17,757 | -61.39 | 4,581 | -55.50 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 98 | 25 | ||||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 4,618 | 19.36 | 1,192 | 37.53 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -37,109 | -341.78 | -9,574 | -378.72 | |||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 45,983 | -4.42 | 11,864 | 10.17 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 750 | 32.98 | 194 | 53.17 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 524,382 | 66.73 | 135,292 | 92.17 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 12,010 | -2.44 | 2,940 | 2.26 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,050 | 19.51 | 8,527 | 37.74 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors 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 | 5,864 | 4.94 | 1,513 | 20.96 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 5,319 | -11.19 | 1,191 | -13.08 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 2,364 | -1.34 | 1 | |||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 44 | -13.73 | 11 | 0.00 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 538 | 5,280.00 | 0 | |||||
| 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 | 377,224 | 15.58 | 89,247 | 15.78 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 31,177 | -49.45 | 8,044 | -41.74 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 2,770 | -17.80 | 715 | -5.31 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 74,914 | 2.08 | 19,324 | 17.69 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 9,078 | 24.49 | 2,342 | 43.50 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 18,700 | -3.61 | 4,825 | 11.10 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 825 | -9.34 | 213 | 4.43 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,714,257 | 1.51 | 1,216,278 | 16.99 | ||||
| 2025-07-16 | 13F | 钻石资产管理公司 | 1,900 | 0.00 | 490 | 15.29 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 130 | -69.77 | 33 | -65.62 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 826 | -6.24 | 202 | -1.46 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 78,370 | -0.01 | 20,219 | 15.24 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 15,900 | -82.99 | 4 | -80.00 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 11,000 | -9.84 | 3 | 0.00 | |||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,644 | 24.31 | 626 | 24.50 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 5,775 | 15.06 | 1,490 | 32.59 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 11,405 | 2,942 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 78,076 | -0.29 | 20,146 | 14.92 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 331,578 | 0.51 | 85,547 | 15.85 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 8,185 | -17.85 | 2,112 | -5.34 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 835 | 0.00 | 215 | 15.59 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 139 | 0.00 | 36 | 12.90 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 145,913 | -12.16 | 37,645 | 1.24 | ||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 21,399 | -15.33 | 5,521 | -2.42 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 13,573 | -4.15 | 3,323 | 0.48 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 115,063 | -2.98 | 29,686 | 11.82 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 35 | 8 | ||||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 199,359 | -7.19 | 51,435 | 6.97 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 3,890 | 4.32 | 952 | 9.43 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,778 | -8.39 | 975 | 5.53 | ||||
| 2025-04-25 | 13F | 卡南代瓜国家银行和信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -97 | -25 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,350 | -60.87 | 348 | -54.92 | ||||
| 2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 4,800 | 2.13 | 1,238 | 17.68 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 34,043 | -7.99 | 8,783 | 6.05 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 739 | -2.38 | 191 | 12.43 | ||||
| 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 | 10,172 | 4.04 | 2,407 | 4.20 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 205 | 0.00 | 53 | 15.56 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 500 | 0.00 | 129 | 16.22 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,459 | 366.60 | 634 | 441.88 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 36,549 | 240.69 | 9,430 | 292.71 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 344,799 | 10.31 | 88,958 | 27.14 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 128,200 | 161.63 | 33,076 | 201.56 | |||
| 2025-04-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 贝克博德有限责任公司 | 20,686 | 5,337 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 181,100 | -3.57 | 46,724 | 11.14 | |||
| 2025-07-15 | 13F | 诺登集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 5,312 | 12.73 | 1,300 | 18.18 | ||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 899 | -1.64 | 232 | 13.24 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 8,316 | 0.00 | 2,146 | 15.26 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 33,521 | 0.79 | 8,648 | 16.16 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 197 | 0.00 | 51 | 13.64 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 501 | -34.94 | 129 | -25.00 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 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 | 11,073 | 3.00 | 2,711 | 7.97 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 36 | 0.00 | 9 | 12.50 | ||||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 460,031 | -1.39 | 112,611 | 3.37 | ||||
| 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 | 97,275 | -1.73 | 25,097 | 13.26 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 15,763 | -0.54 | 3,529 | -2.65 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 9,800 | -26.87 | 2,528 | -15.71 | |||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 20 | 33.33 | 5 | 66.67 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 6,000 | -16.67 | 1,548 | -3.91 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 3,255 | -5.68 | 840 | 8.68 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 12,900 | -33.16 | 3,328 | -22.96 | |||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 866 | 0.93 | 223 | 16.15 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 5,919 | 4.95 | 1,325 | 2.79 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 26,477 | -5.13 | 7 | 0.00 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 2,531 | -5.81 | 653 | 8.49 | ||||
| 2025-08-28 | NP | MGOAX - Victory Munder 中盘核心成长基金 A 类 | 12,100 | -43.46 | 3,122 | -34.84 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 910 | -74.44 | 235 | -70.60 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 11,280 | -6.49 | 2,910 | 7.78 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 165,802 | 0.00 | 42,777 | 15.26 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 50 | 0.00 | 13 | 9.09 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 3,555 | -2.47 | 917 | 12.52 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 533 | -28.46 | 138 | -17.47 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 1,859 | -1.12 | 480 | 14.05 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 3,614 | -0.44 | 933 | 14.78 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 4,363 | -8.36 | 1,032 | -8.19 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 1,556 | -8.25 | 381 | -4.04 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 6,203 | 6.23 | 1,468 | 6.38 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,722 | -9.98 | 444 | 3.74 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 232,873 | 0.71 | 60,081 | 16.08 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 947 | 0.00 | 244 | 15.64 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 7,221 | 52.12 | 1,708 | 52.36 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 3,157 | -0.16 | 815 | 15.13 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 5,229 | -10.12 | 1,349 | 3.61 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 47,399 | 4.83 | 12,229 | 20.83 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 19,109 | 0.00 | 4,930 | 15.27 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 324,279 | -9.42 | 83,664 | 4.40 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 696 | 51.30 | 180 | 75.49 | ||||
| 2025-08-14 | 13F | 奥伯维斯资产管理公司/ | 1,450 | 0.00 | 374 | 15.43 | ||||
| 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 | 4,230 | 1.59 | 1,035 | 6.48 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 45 | 12 | ||||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 2 | 1 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 77,518 | 0.59 | 20,000 | 15.94 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 854 | -0.58 | 199 | -6.57 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,006 | 9.83 | 260 | 26.34 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 4,000 | 0.00 | 1,032 | 15.31 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 2,100 | 0.00 | 542 | 6.50 | ||||
| 2025-05-05 | 13F | Transce3nd有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 168 | 30.23 | 38 | 27.59 | ||||
| 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 | 17 | 0.00 | 4 | 33.33 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 58,927 | -0.37 | 13,942 | -0.19 | ||||
| 2025-08-11 | 13F | 信托银行 | 4,921 | -13.88 | 1,270 | -0.78 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 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 | 6,648 | 14.76 | 1,627 | 20.34 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 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 | 4,681 | 4.88 | 1,107 | 5.03 | ||||
| 2025-03-27 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 4,667 | -46.66 | 1,102 | -48.04 | ||||
| 2025-08-19 | 13F | Marex 集团 | 1,400 | 361 | ||||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,466 | 378 | ||||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 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 | 6,082 | 1,569 | ||||||
| 2025-08-28 | NP | XLV - 医疗保健精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,028,196 | -3.02 | 265,275 | 11.78 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 5,765 | -2.62 | 1,487 | 12.23 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 4,233 | 67.44 | 1,092 | 93.27 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 3,703 | -80.30 | 947 | -77.37 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 10,015 | -21.11 | 2,584 | -9.08 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION 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 | 19,292 | 4.61 | 4,564 | 4.80 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 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 | 272,395 | 0.63 | 66,680 | 5.49 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 175,901 | 0.68 | 45,382 | 16.04 | ||||
| 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 | 1,800 | 0.00 | 441 | 4.76 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,465 | -23.70 | 378 | -12.12 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 193 | 0.52 | 47 | 6.82 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 2 | 1 | ||||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,756 | -62.73 | 969 | -57.03 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 3,005 | -0.96 | 775 | 14.14 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 17,809 | 1.45 | 4,595 | 16.93 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,993 | 53.66 | 472 | 53.92 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,593 | 56.79 | 411 | 80.62 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 989 | 0.00 | 255 | 15.38 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 783 | -37.26 | 202 | -27.96 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 143,241 | 1.05 | 36,956 | 16.47 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 584 | -75.45 | 143 | -74.41 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 799 | 206 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 15,870 | 3,755 | ||||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 792 | 204 | ||||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 18,963 | -1.50 | 4,642 | 3.25 | ||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth 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 | 46,140 | -3.95 | 10,916 | -3.77 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,324 | 4.83 | 342 | 20.92 | ||||
| 2025-04-07 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 370 | 0.00 | 0 | |||||
| 2025-05-07 | 13F | 综合投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 646 | 3,130.00 | 167 | 4,050.00 | ||||
| 2025-05-14 | 13F | 怀俄明州 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 32,100 | 0.00 | 8,282 | 15.25 | ||||
| 2025-07-30 | NP | AFOCX - 阿切尔焦点基金 | 1,135 | 0.00 | 278 | 4.53 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 11,484 | -0.31 | 2,962 | 16.90 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,260 | 15.28 | 344 | 28.84 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,116 | 192.15 | 288 | 229.89 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 57 | 0.00 | 15 | 16.67 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 7,410 | -10.78 | 2 | 0.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,455 | -33.27 | 633 | -23.09 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 3,340 | 0.00 | 862 | 15.26 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 5,426 | -6.09 | 1,400 | 8.20 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 16,384 | 188.65 | 4,227 | 232.83 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 819 | 211 | ||||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 2,116 | 16.52 | 518 | 21.93 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 2,266 | 0.00 | 585 | 15.19 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,131 | 0.98 | 292 | 16.40 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 1,915 | 28.87 | 494 | 48.80 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 5,876 | 3.36 | 1,516 | 19.18 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 58,125 | -2.81 | 14,996 | 12.02 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 21,864 | 0.00 | 5,641 | 15.24 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 700 | 0.00 | 166 | 0.00 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 152 | 360.61 | 37 | 640.00 | ||||
| 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 | 6,940 | 30.35 | 1,642 | 30.55 | ||||
| 2025-04-22 | 13F | 库里南联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 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 | 3,410 | 37.89 | 880 | 58.95 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 17,556 | 0.02 | 4,529 | 15.27 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 22,251 | 5.49 | 5,741 | 21.58 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 80,096 | 9.28 | 18,950 | 9.46 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 6,684 | 431.74 | 1,724 | 513.52 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 18,203 | 19.84 | 4,696 | 38.16 | ||||
| 2025-06-26 | NP | FAVFX - 富达顾问价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 441 | 104 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 17,525 | -69.10 | 4,521 | -64.38 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 12 | 300.00 | 3 | |||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 86 | 22 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 103 | 14.61 | ||||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 11,647 | -1.84 | 3,005 | 13.15 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 883 | -6.56 | 228 | 7.58 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 117 | 40.96 | 30 | 66.67 | ||||
| 2025-03-25 | 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 | 4,948 | -73.31 | 1,169 | -74.01 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,434 | -2.71 | 0 | |||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 1,466 | -23.08 | 378 | 0.27 | ||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 24,704 | 16.95 | 6,047 | 22.61 | ||||
| 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 | 211,243 | 8.72 | 51,710 | 13.96 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 6,770 | 7.09 | 1,747 | 12.86 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 61 | 14 | ||||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 418 | -6.70 | 108 | 7.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 315 | 81 | ||||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 879 | -10.85 | 227 | 2.73 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 17,475 | 3.19 | 4,504 | 21.01 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 35 | 6.06 | 9 | 28.57 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 3,372 | -0.09 | 870 | 15.10 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,040 | 1.96 | 268 | 17.54 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 200 | -20.00 | 52 | 18.60 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 2,002 | -77.60 | 517 | -74.20 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 75 | 0.00 | 19 | 18.75 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 378 | -6.20 | 98 | 7.78 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,098 | 6.12 | 537 | 26.95 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 23,991 | -0.53 | 6,190 | 14.63 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 13,421 | 61.19 | 2,952 | 48.37 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81 | 1,057.14 | 19 | 1,800.00 | ||||
| 2025-05-16 | 13F | Peloton 财富策略师 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 23,800 | -32.39 | 6,140 | -22.07 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 22,200 | 33.73 | 5,728 | 54.16 | |||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 9,000 | 0.00 | 2,322 | 15.29 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 4,786 | 0.00 | 1,235 | 15.22 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 1,867 | -85.32 | 482 | -83.10 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 1,246 | -60.93 | 321 | -54.98 | ||||
| 2025-05-07 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 富达财富管理 | 16 | 0.00 | 4 | 33.33 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 102 | 0.00 | 26 | 18.18 | ||||
| 2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 211 | 50 | ||||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,435 | 9.13 | 370 | 25.85 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 21,957 | 34.24 | 5,665 | 54.71 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 2 | 0.00 | 0 | |||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 525 | -10.87 | 129 | -6.57 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 922 | 0.77 | 238 | 16.18 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 4,386 | -32.54 | 1,132 | -22.27 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 2,271 | -85.20 | 508 | -85.52 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -168 | -43 | |||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 3,200 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 21,541 | 6.21 | 5,558 | 22.43 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,000 | 20.37 | 13,416 | 38.74 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,367 | 8.84 | 353 | 25.27 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 78,139 | -0.53 | 20,160 | 14.64 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 89,884 | -25.13 | 23,190 | -13.71 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 2,048 | -9.54 | 501 | -5.11 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 459 | 0.00 | 118 | 15.69 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,009 | 9.08 | 260 | 25.60 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 7,680 | -1.78 | 1,981 | 13.20 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 896 | -14.01 | 231 | -0.86 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,249 | 24.28 | 280 | 21.83 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,072 | 15.62 | 490 | 15.84 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 3,064 | -5.23 | 791 | 9.27 | ||||
| 2025-08-25 | NP | EKG - First Trust 纳斯达克 Lux 数字健康解决方案 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 | 1,187 | 33.07 | 306 | 53.77 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 1,155 | 0.00 | 283 | -1.74 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 118 | -4.07 | 26 | -7.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 2,646 | 3.52 | 683 | 19.23 | ||||
| 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 | 55 | -90.63 | 14 | -89.31 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 3,606 | -0.72 | 930 | 14.39 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 318 | 0.32 | 82 | 15.49 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 7,328 | -9.61 | 1,891 | 4.19 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 5,628 | 7.53 | 1,332 | 7.69 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 22,372 | 0.04 | 5,772 | 15.30 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 6,850 | 1,767 | ||||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 10,208 | 5.67 | 2,415 | 5.87 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 18,022 | -0.22 | 4,650 | 14.99 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 833,801 | 12.83 | 215,121 | 30.04 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 6,969 | -3.32 | 1,798 | 11.47 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 419,931 | -33.47 | 107,431 | -20.22 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 115,908 | 1.92 | 29,904 | 17.47 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 46,773 | 0.68 | 12,068 | 16.04 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 3 | 1 | ||||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 1,500 | 0.00 | 387 | 15.52 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 医疗保健基金系列 I | 5,995 | 0.00 | 1,547 | 15.29 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 1,736,116 | -2.86 | 447,918 | 11.96 | ||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 1,655 | -0.78 | 427 | 14.21 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 105,063 | 0.83 | 27,106 | 16.22 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 8,740 | 30.12 | 2,255 | 49.97 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 5,316 | 7.05 | 1,372 | 23.40 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 12,796 | 4.42 | 3,301 | 20.31 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 57,661 | 25.36 | 14,713 | 45.43 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 73 | -85.19 | 19 | -83.64 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 172,381 | 2.59 | 44,474 | 18.24 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 3,107 | 0.91 | 802 | 16.26 | ||||
| 2025-04-01 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 31,923 | 0.34 | 8 | 33.33 | ||||
| 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 | 721 | 61.66 | 186 | 87.88 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,457 | 6.36 | 634 | 22.44 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 141,400 | 36,481 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 90,500 | 219.79 | 23,349 | 268.63 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 4,100 | -59.41 | 1,058 | -53.23 | |||
| 2025-07-29 | 13F | TFC财务管理 | 6 | 20.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 5,292 | 122.45 | 1,365 | 156.58 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 58,300 | -85.21 | 15,041 | -82.96 | |||
| 2025-08-06 | 13F | 南州公司 | 67 | -20.24 | 17 | -5.56 | ||||
| 2025-06-02 | 13F | 视凯威投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 24,186 | 16.43 | 5,722 | 16.63 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 9,357 | 8.75 | 2,414 | 25.34 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -22,324 | -370.76 | -5,760 | -412.14 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 715 | -7.86 | 184 | 6.36 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 2,380 | -0.87 | 614 | 14.34 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 12,397 | -2.96 | 3,198 | 11.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 31,081 | 0.00 | 8,019 | 15.25 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 963 | -65.10 | 248 | -59.81 | ||||
| 2025-08-26 | NP | ENTIX - ERShares 全球基金机构类别 | 2,806 | -6.62 | 724 | 7.59 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 8 | 0.00 | 2 | 100.00 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 359 | -4.27 | 93 | 10.84 | ||||
| 2025-05-28 | 13F | 埃尔斯沃斯顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 166 | 0.00 | 43 | 13.51 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 54,395 | 1.81 | 14,034 | 17.34 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 1,115 | 0.00 | 273 | 4.62 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 3,951 | 1,019 | ||||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,514 | 0.00 | 391 | 15.38 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,858 | 4.95 | 913 | 5.07 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 43,929 | 0.00 | 10,393 | 0.17 | ||||
| 2025-08-28 | NP | Tekla 世界医疗保健基金 | 6,973 | -67.87 | 1,799 | -62.96 | ||||
| 2025-08-12 | 13F | 马丁可利有限公司 | 136,131 | -3.41 | 35,122 | 11.33 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 2,296 | 9.28 | 592 | 25.96 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,595 | 9.10 | 412 | 25.69 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 10,005 | -9.87 | 2,581 | 3.90 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 13,135 | -1.14 | 3,389 | 13.92 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 834 | 0.00 | 215 | 15.59 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 224,499 | -4.66 | 57,921 | 9.89 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 1,315 | 0.00 | 322 | 4.56 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 185 | 11.45 | 48 | 27.03 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 8,980 | -1.62 | 2,198 | 3.14 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 1,001 | 258 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 2,055 | 15.32 | 530 | 33.17 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 34 | 0.00 | 9 | 14.29 | ||||
| 2025-06-30 | NP | GGHCX - 景顺医疗保健基金A级 | 45,575 | 17.86 | 10,783 | 18.07 | ||||
| 2025-07-28 | NP | RXL - ProShares 超级医疗保健 | 1,567 | -3.92 | 384 | 0.79 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 6 | 200.00 | 2 | |||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 4,530 | 20.77 | 1,169 | 39.21 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 6 | 2 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 9,725 | -2.24 | 2,381 | 2.45 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 1,680 | -26.51 | 433 | -15.26 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,914 | 494 | ||||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 1,316 | 1.23 | 340 | 16.49 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 1,000 | -11.27 | 258 | 2.38 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 355 | 1.14 | 84 | 1.22 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 85,204 | 21.39 | 21,983 | 39.91 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 67,921 | -3.86 | 17,527 | 10.81 | ||||
| 2025-08-26 | NP | XOVR - ERShares Entrepreneur 30 ETF | 37,232 | -2.64 | 9,606 | 12.21 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | UNIVEST金融公司 | 8,804 | -21.69 | 2,271 | -9.74 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 29 | 7 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 95,200 | 13.45 | 24,562 | 30.76 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 123,744 | 19.15 | 29,277 | 19.36 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 91,396 | 137.17 | 23,580 | 173.36 | ||||
| 2025-08-14 | 13F | Xponance公司 | 25,521 | -12.18 | 6,584 | 1.21 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 33,400 | 59.05 | 8,617 | 83.34 | |||
| 2025-07-14 | 13F | 芝加哥信托公司 | 1,363 | 49.29 | 352 | 72.06 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 238 | 32.96 | 56 | 33.33 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 3,267 | 5.97 | 843 | 22.03 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 22,374 | 6.21 | 5,477 | 11.32 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 393,933 | 12.64 | 101,635 | 29.82 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 80 | 0.00 | 21 | 17.65 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 73 | 21.67 | 19 | 38.46 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 20,493 | -13.83 | 5,016 | -9.67 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 1,562 | 403 | ||||||
| 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 | 84,482 | 0.92 | 20,680 | 5.79 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 2,207 | -1.56 | 522 | -1.32 | ||||
| 2025-04-15 | 13F | 信托金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 15,687 | -10.80 | 4,047 | 2.82 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 20 | 66.67 | 5 | 150.00 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 11,906 | 0.00 | 2,817 | 0.18 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 22,572 | 5,824 | ||||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 336 | 87 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 835 | 215 | ||||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 47 | 0.00 | 12 | 20.00 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 120 | 20.00 | 31 | 36.36 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 33 | 9 | ||||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 40 | 0.00 | 10 | 25.00 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,178 | 10.82 | 330 | 32.00 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 4,160,780 | 1.96 | 1,073,481 | 17.51 | ||||
| 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 | 44,024 | 0.47 | 10,416 | 0.65 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 56,866 | 8.98 | 13,920 | 14.25 | ||||
| 2025-08-13 | 13F | 米罗娃 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 16,985 | -40.95 | 4,382 | -31.96 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 4,834 | 0.00 | 1,247 | 15.25 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 167,465 | 5.87 | 33,163 | 21.89 | ||||
| 2025-05-15 | 13F | 赫斯提亚资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 800 | 12.52 | 206 | 29.56 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 516 | 23.74 | 133 | 43.01 | ||||
| 2025-04-16 | 13F | 伦巴底奥迪尔 SCmA 公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 39 | 680.00 | 10 | 900.00 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 15 | -31.82 | 4 | -25.00 | ||||
| 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 | 2,138 | -33.52 | 523 | -30.36 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 11,683 | 3.18 | 3 | 50.00 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 6,855 | 0.00 | 1,622 | 0.12 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 3,428 | 11.52 | 884 | 28.49 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 1,089 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 4,422 | -15.56 | 1,141 | -2.73 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,629 | -2.80 | 420 | 12.00 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 20 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 3,102 | 3.09 | 800 | 18.87 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 | 25.00 | 1 | |||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 386 | 0 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 24,705 | 4.33 | 6,374 | 20.25 | ||||
| 2025-03-17 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 241 | -77.60 | 57 | -78.46 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 323,485 | 4.20 | 83,459 | 20.10 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 1 | ||||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 1,644 | 0.18 | 424 | 15.53 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,154 | -37.35 | 297 | -27.91 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 53 | 0.00 | 14 | 18.18 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 160 | -5.88 | 41 | 7.89 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 531 | 7.06 | 130 | 12.17 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 31,463 | -0.31 | 8,117 | 14.91 | ||||
| 2025-06-26 | NP | SJGIX - Steward 大盘成长基金机构类别 | 8,000 | 1,893 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,188 | -22.25 | 307 | -10.53 | ||||
| 2025-06-25 | NP | FXH - 第一信托医疗保健 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 | 36,306 | -38.52 | 8,590 | -38.41 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 166,625 | 2.84 | 43 | 19.44 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 22,216 | 44.97 | 5,732 | 67.08 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 8,374 | -0.20 | 2,160 | 15.02 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 13,352 | -44.30 | 3,445 | -35.82 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 2,613 | 11.81 | 618 | 12.16 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 76,584 | -31.19 | 19,759 | -20.69 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 8,666 | 9.09 | 2,236 | 25.70 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 2,995 | 0.00 | 773 | 15.22 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&T银行公司 | 9,023 | -0.19 | 2,328 | 15.03 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 61,178 | 21.42 | 15,784 | 39.95 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 13 | 3 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 1,535 | 0.33 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 9,474 | 0.29 | 2,241 | 0.45 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 323 | 83 | ||||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 829 | 214 | ||||||
| 2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 4 | 0.00 | 1 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 886 | 4.60 | 217 | 9.64 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 4,700 | 9.30 | 1,213 | 25.99 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 15,456 | -1.42 | 3,988 | 13.62 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 32,692 | 15.15 | 8 | 33.33 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 9,144 | 33.33 | 2,343 | 53.74 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 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 | 6,428 | 9.71 | 1,521 | 9.91 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 130,545 | -11.70 | 33,681 | 1.78 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 10,094 | 0.00 | 2,471 | 4.79 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 1,227 | 317 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 78 | 47.17 | 20 | 81.82 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 2,643 | 14.91 | 682 | 32.49 | ||||
| 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 | 164 | -8.38 | 39 | -9.52 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 645 | -43.27 | 153 | -43.28 | ||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 11,564 | 3 | ||||||
| 2025-04-24 | NP | UCMCX - 基石适度保守基金 | 73 | -17.05 | 17 | -19.05 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 32 | -25.58 | 8 | -30.00 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 4,756 | -1.47 | 1,227 | 13.61 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 146,557 | -0.58 | 37,812 | 14.59 | ||||
| 2025-03-28 | NP | LSEQ - Harbor 多空股票 ETF | 528 | -15.25 | 125 | -17.88 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 5 | 1 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 74 | -7.50 | 19 | 11.76 | ||||
| 2025-06-30 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 102,746 | 170.36 | 26,508 | 211.64 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 30,996 | -4.94 | 7,997 | 9.55 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 318 | -32.34 | 82 | -23.36 | ||||
| 2025-05-15 | 13F | 山顶控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 12 | 71.43 | 3 | 200.00 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 18,010 | 18.58 | 4,409 | 24.31 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 8 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 5,000 | -91.07 | 1,290 | -89.71 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 843,122 | -11.74 | 217,526 | 1.72 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 283 | 0.00 | 73 | 15.87 | ||||
| 2025-08-14 | 13F | 德肖公司 | 27,777 | 57.45 | 7,166 | 81.46 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,691 | 11.76 | 400 | 12.04 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 11,183 | 0.13 | 2,885 | 15.45 | ||||
| 2025-04-30 | 13F | 主街研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,472 | 197.37 | 360 | 213.04 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 442,120 | 6.27 | 114,067 | 22.48 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 35,400 | 71.84 | 9,133 | 98.07 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 1,602 | 44.45 | 413 | 66.53 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 974 | 251 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 14,200 | 61.36 | 3,664 | 86.03 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 8,000 | 0.00 | 2,064 | 15.31 | |||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 919 | 10.72 | 237 | 28.11 | ||||
| 2025-08-08 | 13F | 创意策划 | 31,705 | 5.90 | 8,180 | 22.04 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 9,745 | 2,514 | ||||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sig 经纪公司 | 3,680 | 949 | ||||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,204 | -26.94 | 311 | -15.76 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 44,439 | 0.00 | 11,465 | 15.26 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 德意志银行\ | 508,162 | -4.04 | 131,106 | 10.59 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 11,329 | 4.75 | 2,923 | 20.74 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 5,989 | 124.06 | 1,545 | 158.36 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 291 | -28.33 | 75 | -16.67 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,193 | -14.74 | 566 | -1.74 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 3,050 | 787 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 15,100 | 202.00 | 3,896 | 248.08 | |||
| 2025-08-14 | 13F | 曼氏集团 | 46,081 | -65.85 | 11,889 | -60.64 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 1,111 | 0.00 | 272 | 4.63 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 2,103 | 0.14 | 543 | 15.32 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 2,704 | 461.00 | 698 | 551.40 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 780 | 201 | ||||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 10,120 | 21.05 | 2,394 | 21.28 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 6 | -72.73 | 2 | -75.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 5,400 | 1,393 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 77,022 | 15.52 | 19,872 | 33.14 | ||||
| 2025-07-29 | NP | BLES - 激励全球希望 ETF | 1,371 | 3.24 | 336 | 8.06 | ||||
| 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 | 12,054 | -3.30 | 3,110 | 11.43 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 109,369 | -1.68 | 28,217 | 13.32 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 54,878 | 3.20 | 14 | 27.27 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 143 | 31.19 | 35 | 40.00 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 2,099 | -91.49 | 542 | -90.20 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,900 | -79.79 | 490 | -76.71 | |||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,884 | 6.60 | 4,378 | 11.74 |
