机构投资人持股和股东
Rockwell Automation, Inc. (AT:ROK) 有 2108 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 105,153,774 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Price T Rowe Associates Inc /md/, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, UBS Group AG, Morgan Stanley, and VIMSX - Vanguard Mid-Cap Index Fund Investor Shares .
Rockwell Automation, Inc. (WBAG:ROK)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 295.10 / share. Previously, on May 9, 2025, the share price was 259.00 / share. This represents an increase of 13.94% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 365 | 1.11 | 121 | 30.11 | ||||
| 2025-05-14 | 13F | 赫尔维德资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 5,147 | 1,710 | ||||||
| 2025-08-14 | 13F | 联信银行 | 51,466 | -3.24 | 17,095 | 24.39 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 822 | 273 | ||||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF 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 | 6,486 | 12.82 | 2,154 | 45.05 | ||||
| 2025-06-17 | NP | MENAX - 麦迪逊备兑看涨期权和股票收益基金 备兑看涨期权和股票收益基金 A 类 | 15,300 | 29.66 | 3,790 | 15.34 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 1,000 | 0.00 | 332 | 28.68 | ||||
| 2025-04-29 | 13F | 伍德塔弗金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 6,500 | -9.72 | 1,610 | -19.71 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 493 | 10.04 | 122 | -1.61 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 2,531 | 0.00 | 1 | |||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,253 | 0.72 | 395 | 10.64 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 795 | 0.00 | 264 | 28.78 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 2,702 | 0.00 | 897 | 28.51 | ||||
| 2025-08-13 | 13F | 米罗娃 | 3,840 | 0.00 | 1,276 | 28.53 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 168 | -30.00 | 56 | -9.84 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 8,561 | -9.31 | 2,844 | 16.56 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,201 | 15.26 | 4,797 | 26.68 | ||||
| 2025-06-30 | NP | BULD - Pacer BlueStar Engineering the Future ETF | 56 | 55.56 | 14 | 30.00 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 716 | 238 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 10 | 3 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 477 | 18.36 | 158 | 51.92 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 38,657 | 5.13 | 12,827 | 35.00 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 51 | 0.00 | 17 | 23.08 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,420 | 195.83 | 472 | 279.84 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 12 | 140.00 | 0 | |||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 166 | -14.43 | 52 | -5.45 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 1,162 | 11.95 | 386 | 44.03 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 57,748 | -5.52 | 19,182 | 21.47 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 48,586 | 2.88 | 15,331 | 13.06 | ||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 1,883 | 0.00 | 625 | 28.60 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 214,680 | -2.36 | 71,310 | 25.53 | ||||
| 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 | 3,585 | -34.76 | 1,191 | -16.14 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 536,485 | 5.56 | 132,877 | -6.10 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 553 | 54.04 | 143 | 39.22 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 7,887 | 20.41 | 2,489 | 32.34 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 4,944 | -0.56 | 1,642 | 27.88 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 459 | -0.43 | 0 | |||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 329 | -0.30 | 109 | 28.24 | ||||
| 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 | 16 | 33.33 | 5 | 66.67 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 598 | 0.00 | 199 | 28.57 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 33 | -64.52 | 8 | -66.67 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 27,644 | 6.91 | 9,183 | 37.43 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 1,400 | 0.00 | 465 | 28.81 | ||||
| 2025-04-22 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 1,995 | 573 | ||||||
| 2025-07-30 | 13F | 公民与北方公司 | 666 | 221 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 649 | 10.19 | 216 | 41.45 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 5 | 2 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 99,946 | 6.30 | 33,199 | 38.40 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 1,324 | -22.57 | 440 | -0.45 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 8 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 383,392 | 7.37 | 127,351 | 38.03 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 88,122 | 0.00 | 21,826 | -11.04 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 236 | 78 | ||||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 50,722 | 0.00 | 16,848 | 28.56 | ||||
| 2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 242 | -35.81 | 80 | -17.53 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 103 | -88.59 | 34 | -85.41 | ||||
| 2025-07-24 | 13F | M.克劳斯公司 | 32,586 | -0.34 | 10,824 | 28.13 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 41,907 | -4.92 | 13,920 | 22.23 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 197,351 | -0.26 | 65,554 | 28.23 | ||||
| 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 | 1,741 | 17.71 | 431 | 4.87 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 429,506 | -10.02 | 106,380 | -19.95 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 1,500 | 0.00 | 498 | 28.68 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,436 | 1,474 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 43,618 | -49.41 | 14,489 | -34.96 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 11,033 | 4 | ||||||
| 2025-03-25 | NP | PCGRX - 先锋中型价值基金：A 类 | 52,179 | 100.43 | 14,528 | 109.25 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 116,708 | -12.32 | 38,767 | 12.72 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 8,450 | -12.21 | 2,807 | 12.87 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 5,376 | -2.50 | 1,786 | 25.35 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,159 | 4.32 | 385 | 34.15 | ||||
| 2025-08-26 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 44,112 | 9.14 | 14,653 | 40.32 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋中盘价值 VCT 投资组合 I 类 | 7,060 | -8.63 | 2,345 | 17.48 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 886 | 294 | ||||||
| 2025-08-05 | 13F | 狄龙联合公司 | 966 | -82.08 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 548 | -86.53 | 182 | -83.74 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 300 | 100 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 3,900 | 1,295 | |||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 1,379 | -1.01 | 342 | -11.89 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,010 | 1 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 1,244 | -61.08 | 413 | -49.94 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,103,151 | -23.82 | 366,434 | -2.07 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 44 | 0.00 | 15 | 16.67 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 1,393 | 0.00 | 463 | 28.69 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 5,586 | 8.47 | 1,856 | 39.47 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,407 | -5.61 | 1,835 | -16.03 | ||||
| 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 | 64,922 | 1.05 | 20,486 | 11.04 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 500 | 0.00 | 166 | 28.68 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 2,614,280 | 9.12 | 868,385 | 40.29 | ||||
| 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 | 380,646 | 5.28 | 94,278 | -6.35 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 50,200 | -7.04 | 16,675 | 19.51 | |||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 2,017 | 0.25 | 670 | 29.09 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 2,822 | -45.63 | 1 | -100.00 | ||||
| 2025-04-30 | 13F | 九十一北美公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 2,416 | 15.93 | 802 | 49.07 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 225 | 75 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 3,596 | 0.00 | 1,194 | 28.53 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 2,378 | 0.38 | 589 | -10.77 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 2,793 | 57.71 | 928 | 102.84 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 682 | 4.60 | 215 | 14.97 | ||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 102,425 | 129.27 | 34,023 | 194.77 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 559 | -32.81 | 138 | -40.26 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 169,458 | -18.64 | 56,289 | 4.59 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,802 | 0.00 | 599 | 28.60 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 9,309 | 3,092 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 1 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 14,066 | -1.57 | 4,672 | 26.54 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 1,693 | 0.00 | 562 | 28.60 | ||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,242 | 0.00 | 3,402 | 28.57 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 3,330 | 0.00 | 1,106 | 28.60 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 100,814 | -7.44 | 24,970 | -17.67 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 28 | 0.00 | 9 | 28.57 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 130,607 | -25.94 | 43,384 | -4.79 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 2,972 | -5.98 | 987 | 20.96 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,133 | 17.53 | 376 | 51.00 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 19,533 | 8.34 | 6,488 | 39.29 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 20,927 | -3.54 | 6,951 | 24.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 23,929 | 0.00 | 7,948 | 28.57 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 379,559 | 6.86 | 126,078 | 37.38 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 149 | -3.25 | 49 | 25.64 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 679 | 226 | ||||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 1,665 | -0.89 | 1 | |||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 18,720 | 6,218 | ||||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 25,661 | 2.07 | 8,524 | 31.22 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 4,125 | -15.97 | 1,370 | 8.04 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 2,447 | 813 | ||||||
| 2025-07-08 | 13F | 先行资本管理公司 | 800 | 0.00 | 266 | 28.64 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 3,732 | -24.15 | 1,240 | -2.52 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,139 | 15.05 | 378 | 48.24 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 6,561 | -10.11 | 2,179 | 15.60 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 192,149 | 63,826 | ||||||
| 2025-07-29 | NP | CVFCX - 先锋纪律价值基金：A 类 | 16,853 | -1.34 | 5,318 | 8.40 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 3,506 | 0.00 | 1,165 | 28.62 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 75 | 0.00 | 25 | 26.32 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 721 | 240 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,544 | 845 | ||||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 1,771 | 0.00 | 588 | 28.67 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 900 | 299 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 1,334,812 | -2.90 | 443,385 | 24.83 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 457 | 2.47 | 152 | 31.30 | ||||
| 2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 125,490 | -6.32 | 31,081 | -16.66 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 1,810 | -85.80 | 468 | -87.18 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 11,034 | -1.05 | 3,665 | 27.21 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,347 | 13.67 | 447 | 46.08 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 4,629 | 10.85 | 1,538 | 42.58 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 17 | 6.25 | 0 | |||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 8,926 | -4.38 | 2,963 | 22.90 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 1,300 | 432 | |||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 25,101 | 1.00 | 8,338 | 29.84 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 110 | -10.57 | 31 | -9.09 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 516 | -4.62 | 171 | 23.02 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 21,655 | 5.84 | 7,193 | 36.08 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 621 | 206 | ||||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 3,363 | -280.61 | 1,061 | -298.69 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 150 | 50 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 1,373,972 | -1.60 | 456,392 | 26.50 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 31,000 | 23.64 | 10,297 | 58.95 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 61 | 5.17 | 19 | 18.75 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 179,873 | 2.39 | 59,748 | 31.63 | ||||
| 2025-08-21 | NP | IBOT - VanEck 机器人 ETF | 1,638 | 32.63 | 544 | 70.53 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 1,318 | -40.68 | 438 | -23.87 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 1,615 | 279.11 | 417 | 265.79 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 532 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 799 | 31.63 | 265 | 69.87 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 187,005 | 7.57 | 62,117 | 38.30 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 9,338 | 3,102 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 14,748 | 8.07 | 4,919 | 39.51 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 393 | 0.00 | 131 | 28.71 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 747 | -20.36 | 242 | 0.00 | ||||
| 2025-05-14 | 13F | BTG Pactual SA 银行 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 3,872 | 0.00 | 959 | -11.04 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 10,946 | -47.17 | 3,636 | -32.09 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,864 | -25.41 | 619 | -4.03 | ||||
| 2025-05-16 | 13F | 弗雷德·阿尔杰管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 173 | 0.00 | 57 | 29.55 | ||||
| 2025-08-15 | 13F | 库克森财富有限责任公司 | 114 | -12.31 | 38 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 4,431 | -0.02 | 1,472 | 28.47 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 414 | 0.00 | 138 | 29.25 | ||||
| 2025-07-07 | 13F | 塞勒姆投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 197,072 | -1.84 | 65,464 | 26.20 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,200 | 0.00 | 399 | 28.39 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 1,563 | 14.67 | 519 | 47.44 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 75 | -57.14 | 2,491 | -44.90 | |||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,488 | 28.17 | 494 | 65.22 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 520 | 0.00 | 173 | 28.36 | ||||
| 2025-05-13 | 13F | 瓦尔玛互助养老保险公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 3,511 | 1.04 | 1,166 | 29.99 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 12,722 | -2.68 | 4,226 | 25.14 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 5,317 | -79.73 | 1,766 | -73.94 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 1,783 | 0.51 | 592 | 29.26 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 25 | 8 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,458 | -7.49 | 1,149 | 18.96 | ||||
| 2025-03-27 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 4,706 | 1,310 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 406,335 | 51.36 | 135 | 94.20 | ||||
| 2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 11,868 | -1.70 | 3,942 | 26.39 | ||||
| 2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 92,432 | 0.00 | 22,894 | -11.04 | ||||
| 2025-04-23 | 13F | 史蒂芬森国家银行和信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,181 | 22.89 | 400 | 71.67 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 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 | 534 | 11.25 | 177 | 42.74 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 94 | 11.90 | 31 | 47.62 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 16 | 0.00 | 5 | 25.00 | ||||
| 2025-03-27 | NP | HLMGX - Harding Loevner 全球股票投资组合顾问 | 5,719 | -86.57 | 1,592 | -85.98 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 17,726 | 39.46 | 5,593 | 53.27 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108,985 | 14.06 | 36,202 | 46.64 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 6 | 0.00 | 2 | 0.00 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 19,595 | 0.00 | 4,853 | -11.04 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 1,979 | 5.49 | 657 | 35.74 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 721 | 239 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 2 | -50.00 | 1 | |||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | SNSR - Global X 物联网 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 | 9,215 | -24.80 | 2,908 | -17.37 | ||||
| 2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,994 | -7.36 | 3,652 | 19.08 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 23,300 | -1.27 | 7,740 | 26.93 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 5,400 | -3.86 | 1,794 | 23.57 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,955 | -2.30 | 649 | 25.78 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 1,710 | 0.12 | 568 | 28.57 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,933 | 162.28 | 781 | 37.32 | ||||
| 2025-05-07 | 13F | 领头羊顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 6,991 | -0.77 | 2,322 | 27.58 | ||||
| 2025-05-15 | 13F | 悖论资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 16,915 | 0.94 | 5,619 | 29.78 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 1,186 | 0.34 | 394 | 28.85 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 3,039 | 1.77 | 959 | 11.79 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 694 | -18.54 | 231 | 4.55 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 24 | 8 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 8,828 | 0.00 | 2,932 | 28.60 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 56,291 | -0.01 | 18,698 | 28.54 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 8,302 | 22.05 | 2,758 | 56.92 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 11,158 | -0.21 | 3,706 | 28.28 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 326 | 4.82 | 115 | 42.50 | ||||
| 2025-08-06 | 13F | 佳能金融策略师有限公司 | 1,138 | 0.00 | 378 | 28.67 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 10 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 2,626 | 0.08 | 872 | 16.42 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 3,400 | -32.75 | 1,129 | -13.55 | ||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 1,083 | 0.00 | 360 | 28.67 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 529 | 4.96 | 88 | -1.14 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 1,275 | 44.39 | 424 | 67.86 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 624 | 1,200.00 | 155 | 1,084.62 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 230 | -4.17 | 76 | 22.58 | ||||
| 2025-08-08 | 13F | 托巴姆 | 4 | -98.20 | 0 | |||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 2,500 | 789 | ||||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 264,150 | -9.70 | 87,743 | 16.09 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 384 | -61.94 | 121 | -58.13 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 12,960 | 12.39 | 4 | 100.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 76 | 25 | ||||||
| 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 | 11,222 | -36.48 | 3,728 | -18.34 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 442 | -29.17 | 109 | -36.99 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 107,500 | 1.94 | 35,708 | 31.05 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 2,212 | 21.74 | 735 | 56.50 | ||||
| 2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 1,427 | 7.62 | 353 | -4.34 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 29,959 | -2.80 | 9,952 | 24.97 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 334 | 1.52 | 111 | 29.41 | ||||
| 2025-05-28 | NP | LZUOX - Lazard 美国股票焦点投资组合公开股票 | 4,854 | -7.63 | 1,254 | -16.46 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 2,752 | -0.54 | 914 | 28.01 | ||||
| 2025-04-28 | NP | GIMFX - 转基因生物实施基金 | 1,504 | 432 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 8,733,724 | -0.66 | 2,901,081 | 27.70 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 766 | 254 | ||||||
| 2025-05-13 | 13F | 纳夫有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -4,900 | -0.00 | -1,546 | 9.88 | |||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 670 | -14.65 | 223 | 9.90 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 4,228 | 3.98 | 1,405 | 33.71 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 7 | 0.00 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,367 | 0.00 | 474 | 34.28 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 250 | 0.00 | 83 | 29.69 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 5,894 | -1.12 | 1,958 | 27.08 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 230 | 0 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 427 | -65.28 | 142 | -62.99 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 459,480 | 1.66 | 151,794 | 32.31 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,042 | 0.00 | 346 | 28.62 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 404 | 3.06 | 134 | 32.67 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 72 | 0.00 | 24 | 27.78 | ||||
| 2025-06-24 | NP | SWDSX - 嘉信股息股票基金 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 | 9,750 | 0.00 | 2,415 | -11.05 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 404,224 | -14.05 | 134,271 | 10.49 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 1,680 | -0.77 | 558 | 27.69 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 36,049 | -26.38 | 11,974 | -5.36 | ||||
| 2025-08-21 | NP | GESIX - Lazard 全球股票精选投资组合机构股票 | 2,846 | -13.94 | 945 | 10.66 | ||||
| 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 | 13,854 | 6.74 | 3,431 | -5.04 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 878 | -31.03 | 292 | -11.28 | ||||
| 2025-08-12 | 13F | 联合银行 | 1,162 | -11.57 | 386 | 13.57 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 16,029 | -1.26 | 5,324 | 26.94 | ||||
| 2025-05-15 | 13F | 野村控股公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 尼古拉斯公司 | 19,641 | 9.75 | 6,524 | 41.12 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 2,232 | 2.53 | 741 | 31.85 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 5,095 | -20.40 | 1,692 | 2.36 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 191,264 | -19.99 | 63,532 | 2.86 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 2,512 | 834 | ||||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 1,016 | -9.29 | 337 | 16.61 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 434 | 0.00 | 107 | -10.83 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,562 | 0.00 | 558 | 48.93 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 6,530 | 67.69 | 2,169 | 115.51 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 13,112 | -32.94 | 4,355 | -13.80 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 3,625,815 | 1.49 | 1,204,387 | 30.48 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 310,174 | 28.28 | 103,029 | 64.90 | ||||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 25,799 | 32.32 | 8,570 | 70.12 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 20,938 | -31.78 | 6,955 | -12.31 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 10,615 | 344.89 | 3,526 | 472.24 | ||||
| 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 | 4,872 | -0.79 | 1,618 | 27.60 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,357 | 1,822 | ||||||
| 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 | 1,172 | 0.00 | 290 | -11.04 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,248 | 747 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 7,125 | 1.96 | 2,367 | 31.08 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 2,653 | -7.88 | 881 | 18.41 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 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 | 27,940 | 1.69 | 6,920 | -9.54 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 中盘核心股票基金系列 I | 7,921 | 3.84 | 2,631 | 33.55 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 608 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 51,322 | 0.53 | 17,048 | 29.23 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 39,500 | 0.00 | 13,121 | 28.55 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 50 | -26.47 | 17 | -5.88 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 9,955 | 4.44 | 3,307 | 34.28 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 33,916 | 0.00 | 8,400 | -11.05 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 37,023 | 0.00 | 9,170 | -11.05 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 630 | 0.00 | 175 | 4.17 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-09-11 | NP | CFGRX - 成长基金股票 | 6,235 | -11.31 | 2,193 | 25.90 | ||||
| 2025-07-18 | 13F | 中银香港资产管理有限公司 | 800 | 266 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 7,958 | -2.70 | 2,643 | 25.08 | ||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 4,312 | -11.06 | 1,068 | -20.90 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 140 | 0.00 | 47 | 27.78 | ||||
| 2025-04-21 | 13F | 卡夫资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 150 | -25.00 | 50 | -7.55 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 293 | 0.00 | 73 | 0.00 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 59 | 1.72 | 20 | 35.71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 1,055 | -2.68 | 350 | 25.00 | ||||
| 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 | 6,987 | 0.00 | 2,321 | 28.53 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 164 | -7.87 | 52 | 0.00 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 112 | 0.00 | 37 | 32.14 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 966 | 0.00 | 321 | 28.51 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 1,943 | 241.48 | 645 | 338.78 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 964 | -0.10 | 320 | 28.51 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 3 | 1 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,724 | 0.70 | 606 | 42.92 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 4,300 | -6.52 | 1 | 0.00 | |||
| 2025-07-07 | 13F | 西联银行 | 7,079 | 13.28 | 2,351 | 45.66 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 1,071 | 0 | ||||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 813 | -53.62 | 270 | -40.27 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 16,500 | 146.27 | 5 | 400.00 | |||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 10,093 | -7.08 | 3,353 | 19.46 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 10,258 | -5.86 | 3,237 | 3.45 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 26,572 | -8.88 | 8,826 | 17.15 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 3,961 | -0.83 | 1,316 | 27.55 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 913 | 0.00 | 303 | 28.94 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 1,674 | 1.15 | 556 | 30.21 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,045 | -0.85 | 347 | 27.57 | ||||
| 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 | 74,891 | -1.60 | 24,877 | 26.51 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 575 | -3.36 | 191 | 24.18 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -52 | -80.00 | -17 | -74.63 | |||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 131,163 | -4.58 | 43,568 | 22.67 | ||||
| 2025-08-14 | 13F | 尼亚影响顾问有限公司 | 8,180 | -2.97 | 2,717 | 24.75 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 265 | -9.25 | 88 | 17.33 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 14,058,406 | 1.50 | 4,669,781 | 30.48 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 70 | 0.00 | 23 | 27.78 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 709 | -1.12 | 236 | 27.03 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 52 | 8.33 | 17 | 41.67 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 171,945 | -6.64 | 57,115 | 20.03 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 42 | -28.81 | 14 | -13.33 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 3,743 | -9.94 | 1,181 | -1.01 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 4,100 | 1,362 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 4,452 | -1.31 | 1,479 | 26.87 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 36,425 | 4.97 | 12,099 | 34.94 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 414 | 0.00 | 138 | 29.25 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 159,981 | 0.82 | 53,141 | 29.61 | ||||
| 2025-08-14 | 13F | 帕洛玛合伙人管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 1,000 | 332 | |||||
| 2025-08-01 | 13F | 马克尔公司 | 154,900 | 0.00 | 51,453 | 28.56 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 400 | 133 | |||||
| 2025-08-07 | 13F | 第1620章 | 287 | 0.00 | 95 | 28.38 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,187 | 0.00 | 394 | 38.73 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 630 | 209 | ||||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 147 | -43.89 | 0 | |||||
| 2025-07-16 | 13F | 美国国家银行 | 962 | -5.78 | 320 | 21.29 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 2,787 | -17.42 | 926 | 6.08 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 37 | 0.00 | 12 | 33.33 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 744 | 0.00 | 247 | 28.65 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 900 | 800.00 | 299 | 1,092.00 | |||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 2,490 | -0.12 | 827 | 28.42 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 2,100 | -4.55 | 698 | 22.71 | |||
| 2025-08-14 | 13F | Bishop & Co 投资管理有限责任公司 | 918 | 0.00 | 305 | 28.27 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 47,606 | 137.58 | 15,813 | 205.45 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 2,900 | -6.45 | 963 | 20.38 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 6,433 | -0.89 | 2,137 | 27.37 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 118,253 | 3.05 | 39,280 | 32.48 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 6,800 | -5.56 | 2,259 | 21.40 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 621 | 2.81 | 206 | 19.77 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 459,201 | 4.09 | 152,533 | 33.82 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 2,349 | -13.32 | 780 | 11.43 | ||||
| 2025-05-02 | 13F | 马萨诸塞州金融服务公司 /ma/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 8,617 | 14.36 | 2,719 | 25.71 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 134 | 5.51 | 45 | 37.50 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 60,095 | 0.37 | 19,962 | 29.03 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 80 | 0.00 | 27 | 30.00 | ||||
| 2025-05-09 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 认证咨询公司 | 1,008 | 0.00 | 335 | 28.46 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 2,782 | 924 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 43,167 | 345.71 | 14,339 | 473.06 | ||||
| 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 | 25,609 | -0.09 | 8,507 | 38.38 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 147,200 | -3.09 | 48,895 | 24.58 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 117,400 | 75.75 | 38,997 | 125.95 | |||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 21,797 | -21.19 | 7,240 | 1.32 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 671 | 223 | ||||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 325,000 | 5.74 | 107,955 | 35.94 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 138 | 46 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 2,684 | 3.35 | 892 | 32.79 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 2,855 | -1.92 | 948 | 26.06 | ||||
| 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 | 2,134 | 145.01 | 709 | 214.67 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 4,091 | 17.05 | 1,013 | 4.11 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 31,037 | 0.98 | 10,310 | 29.82 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 27,717 | 34.88 | 9,207 | 73.40 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类 | 134,557 | -16.90 | 44,696 | 6.83 | ||||
| 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 | 1,000 | 111.86 | 316 | 126.62 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 1,277 | -6.31 | 425 | 20.45 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 1,017 | 0.99 | 252 | -10.36 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 7 | 0.00 | 2 | 100.00 | ||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 34 | -57.50 | 11 | -45.00 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,061 | -24.54 | 263 | -32.99 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 1,130 | -1.74 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 7,645 | 52.90 | 2,539 | 96.67 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 30,495 | 78.34 | 10,061 | 127.52 | ||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 51,935 | 12,863 | ||||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 2,519 | 6.20 | 837 | 36.60 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -4,303 | -14.67 | -1,066 | -24.15 | |||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,293 | 1.57 | 430 | 30.79 | ||||
| 2025-08-28 | NP | GNXAX - AlphaCentric 机器人和自动化基金 A 类 | 2,500 | 0.00 | 830 | 28.68 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 2,120 | 0.00 | 704 | 28.70 | ||||
| 2025-07-24 | 13F | 康宁公司 | 917 | -2.55 | 305 | 25.10 | ||||
| 2025-08-29 | NP | GCAEX - Gabelli 股票收益基金 A 类 | 5,000 | 0.00 | 1,661 | 28.58 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 1,168 | 0.00 | 388 | 28.57 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 11,847 | -0.39 | 3,935 | 28.09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT GAMCO 小型公司价值投资组合 IB 类 | 84,500 | -1.17 | 28,068 | 27.06 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 574 | -32.07 | 185 | -15.14 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 1,359 | -0.07 | 451 | 28.49 | ||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 87 | -6.45 | 22 | -16.00 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,979 | 0.81 | 989 | 29.62 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 672 | 223 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 1,066 | -5.41 | 354 | 21.31 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 15,932 | -4.25 | 5,292 | 23.10 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,996 | 11.63 | 663 | 43.51 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 16,221 | 4,018 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,134 | 1.52 | 377 | 17.87 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 1,321 | -6.84 | 439 | 19.67 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 120 | 0.00 | 40 | 14.71 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 5,345 | 0.00 | 1,775 | 28.53 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 2,288 | 0.00 | 760 | 28.60 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 738 | 264 | ||||||
| 2025-08-26 | NP | 机构投资策略基金 | 7 | 0.00 | 2 | 100.00 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 9,953 | 4.44 | 2,465 | -7.09 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 10,334 | -8.75 | 3,433 | 17.29 | ||||
| 2025-05-15 | 13F | One68 全球资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 112,240 | 1.16 | 37,283 | 30.05 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 1,651 | 474 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 45 | 0.00 | 15 | 27.27 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 5,659 | -12.51 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | 哈丁洛夫纳有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,245 | 0.08 | 414 | 28.66 | ||||
| 2025-05-13 | 13F | 克莱雷资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,089 | -91.59 | 362 | -89.21 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 759 | -9.43 | 0 | |||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 16,206 | 7.28 | 5,383 | 37.92 | ||||
| 2025-07-11 | 13F | 满达人寿保险有限公司 | 25,000 | 0.00 | 8,304 | 28.56 | ||||
| 2025-05-22 | NP | GARIX - Gotham 绝对回报基金机构级 | 2 | -99.84 | 1 | -100.00 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 49 | 16 | ||||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 185 | -4.15 | 61 | 24.49 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 32,400 | 10,762 | ||||||
| 2025-05-12 | 13F | 鹰环球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 17,126 | 5.04 | 5,689 | 35.04 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 41 | -42.25 | 14 | -27.78 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 8,259 | 1.79 | 2,743 | 30.87 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 1,487 | -5.59 | 494 | 21.43 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 746 | 248 | ||||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 3,548 | 0.00 | 879 | -11.04 | ||||
| 2025-05-15 | 13F | 阿利斯卡投资集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 609 | 202 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 132,413 | 2.58 | 43,984 | 31.88 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 186 | -23.14 | 62 | -1.61 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 7,795 | 7.32 | 2,170 | 7.27 | ||||
| 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 | 839 | -81.28 | 279 | -75.99 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 5,811 | 54.96 | 1,930 | 91.85 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 19,465 | -8.73 | 6,466 | 17.33 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 16,213 | 8.66 | 5,385 | 39.69 | ||||
| 2025-06-20 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 301,507 | 0.07 | 100,152 | 28.65 | ||||
| 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 | 8,538 | 3.82 | 2,694 | 14.10 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,001 | 333 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 640 | -36.00 | 213 | -17.83 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 1,648 | 0.00 | 547 | 28.71 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 29,984 | -0.76 | 9,960 | 27.58 | ||||
| 2025-07-28 | NP | MAKX - ProShares S&P Kensho 智能工厂 ETF | 190 | -11.63 | 60 | -3.28 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 1,802 | -0.11 | 599 | 28.33 | ||||
| 2025-07-11 | 13F | 贝克·查德·R | 52,110 | 0.00 | 17,309 | 28.56 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 3,795 | -23.73 | 1,261 | -1.95 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 16,893 | 32.36 | 5,611 | 70.19 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 411 | 0.00 | 137 | 28.30 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 124 | 0.00 | 41 | 28.13 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,176 | -1.91 | 1,055 | 26.20 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 15 | -65.91 | 5 | -63.64 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 100 | -47.64 | 0 | |||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,985 | 0.00 | 672 | 45.14 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | 100.00 | 1 | |||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 279 | 93 | ||||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 322 | -6.67 | 107 | 19.10 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 107 | 0.00 | 36 | 29.63 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 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 | 57,259 | 0.71 | 19,020 | 29.47 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 42,430 | 14.12 | 13,721 | 42.75 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 4,845 | 0.00 | 1,609 | 5.30 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 537,764 | -14.51 | 133,193 | -23.95 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 887 | -63.50 | 332 | -71.45 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 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 | 12,359 | 7.03 | 3,061 | -4.79 | ||||
| 2025-06-26 | NP | 克拉夫全球股票基金 | Short | -2,530 | -0.00 | -627 | -11.08 | |||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 48,553 | 1.78 | 16 | 33.33 | ||||
| 2025-06-24 | NP | MCMVX - 莫农加希拉全市值基金 | 4,250 | 1.19 | 1,053 | -10.01 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 56 | 16.67 | 18 | |||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 1,410 | 0.00 | 468 | 28.57 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 1,620 | 0.00 | 538 | 28.71 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 1,593 | -0.87 | 529 | 27.47 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 21,415 | 1.34 | 7,113 | 30.30 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 2,636 | 3.94 | 876 | 33.59 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 180 | 8.43 | 60 | 40.48 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,096 | -3.01 | 0 | |||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 1,091 | 21.22 | 362 | 56.03 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 17,691 | 5,876 | ||||||
| 2025-04-14 | 13F | 奥克塔维亚财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 第一来源银行 | 1,575 | -1.62 | 523 | 26.63 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 3,470 | -4.64 | 859 | -15.20 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 33,123 | 65.40 | 10,996 | 112.34 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 284 | 6.37 | 94 | 38.24 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 1,275 | -4.28 | 424 | 22.97 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 623 | 0.00 | 207 | 28.57 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 494 | -29.02 | 156 | -22.11 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,015 | -5.01 | 1,026 | 40.93 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 227,431 | -18.73 | 75,546 | 4.48 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 10,330 | 2,672 | ||||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 50 | -28.57 | 16 | -11.11 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 6 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 133 | 0.00 | 44 | 29.41 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -504 | -80.53 | -167 | -75.00 | |||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 2,950 | -48.81 | 980 | -34.18 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 13 | 0.00 | 4 | 33.33 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 10,387 | 3,427 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 38,200 | 47.49 | 12,604 | 88.18 | |||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,401 | -5.34 | 465 | 21.73 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 687 | 2.08 | 178 | -7.81 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 17,500 | 105.88 | 5,774 | 162.69 | |||
| 2025-08-26 | NP | MPGFX - Mais & Power 增长基金 | 250,000 | 0.00 | 83,042 | 28.56 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 18,632 | -0.41 | 6,189 | 28.01 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 85,276 | 18.76 | 23,743 | 23.98 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 4,415 | -16.30 | 1,467 | 7.56 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 14,362 | 110.46 | 4,771 | 170.56 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 1,600 | -0.62 | 531 | 27.64 | ||||
| 2025-04-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,490 | 7.74 | 495 | 38.38 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,648 | -4.30 | 547 | 23.20 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 6,841 | -14.29 | 2,272 | 10.18 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 19,702 | 19.55 | 4,880 | 6.34 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 5,818 | -3.32 | 1,933 | 24.32 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 153 | -80.31 | 48 | -79.04 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 14,100 | 27.03 | 4,684 | 63.28 | |||
| 2025-07-28 | 13F | 道明资产管理公司 | 49,838 | -3.56 | 16,555 | 23.98 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 861 | -13.55 | 286 | 10.89 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 11,550 | -3.00 | 3,839 | 24.85 | ||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 890,875 | -10.96 | 295,770 | 14.49 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 374 | 0.00 | 124 | 29.17 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite 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 | 340 | 20.14 | 84 | 7.69 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 1,000 | -0.30 | 332 | 34.41 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 4,488 | -4.27 | 1,491 | 23.04 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 100 | -50.00 | 33 | -35.29 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 10,000 | 29.87 | 3,322 | 66.97 | |||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 480 | -89.29 | 151 | -88.58 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 218 | -27.81 | 72 | -7.69 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 51 | 0.00 | 17 | 23.08 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 2,784 | 0.54 | 925 | 29.23 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 977 | 23.36 | 325 | 58.82 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 980 | 0.41 | 326 | 28.97 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 283,933 | -0.94 | 94,315 | 27.61 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 590 | -8.39 | 196 | 17.47 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 792,503 | 7.13 | 263,246 | 37.72 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 2,048 | 680 | ||||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 2,768 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | ASR资产管理公司 | 26,278 | -0.42 | 8,728 | 28.03 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 3,028 | -6.40 | 750 | -16.78 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 342,300 | 7.51 | 113,702 | 38.21 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 3,251 | 0.00 | 1,080 | 28.61 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 5,052 | -28.17 | 1,251 | -36.11 | ||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 14,495 | 0.00 | 4,815 | 28.54 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 1,084,352 | -30.02 | 371,651 | -0.04 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 2,988 | 10.34 | 992 | 41.92 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 47 | -24.19 | 0 | |||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 1,064 | -3.27 | 353 | 24.30 | ||||
| 2025-07-17 | 13F | 克莱因帕夫利斯和皮斯利金融公司 | 9,484 | -4.53 | 3,150 | 22.57 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 544 | -0.55 | 181 | 27.66 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 41,424 | 10,260 | ||||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 6,642 | 34.43 | 2,206 | 72.88 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 115,626 | -1.99 | 38,407 | 26.00 | ||||
| 2025-08-06 | 13F | 南州公司 | 50,170 | 4.89 | 16,665 | 34.84 | ||||
| 2025-08-29 | NP | GAST - Gabelli 自动化 ETF | 862 | 13.12 | 286 | 45.92 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,293 | -2.09 | 762 | 25.79 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 8,100 | 2,691 | |||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 417,024 | -8.74 | 137 | 18.10 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 45,600 | 17.22 | 15,147 | 50.71 | |||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 15 | 5 | ||||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 2,413 | -35.91 | 802 | -17.59 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 18,392 | 0.64 | 6,109 | 29.40 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 50,982 | 1.57 | 16,930 | 30.54 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 5,187 | 38.69 | 1,723 | 78.26 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 41,400 | -1.90 | 13,752 | 26.12 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 1,610 | -62.51 | 535 | -51.85 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,876 | 0.00 | 22,260 | -11.05 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 368 | 0.00 | 91 | -10.78 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 64 | 0.00 | 21 | 31.25 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 4,544 | 3.70 | 1,509 | 33.30 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 55,324 | 7.10 | 18,377 | 37.68 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 100 | 0.00 | 33 | 32.00 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,527 | 11.38 | 507 | 43.22 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 1,700 | 541.51 | 565 | 587.80 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 4,255 | 0.00 | 1,413 | 28.57 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 112 | 6.67 | 35 | 16.67 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 35,659 | 0.32 | 11,845 | 28.96 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 52,700 | -74.47 | 17,505 | -67.18 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 255,200 | 1,202.97 | 84,770 | 1,575.28 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 14,300 | 83.33 | 4,750 | 135.73 | |||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 903 | 300 | ||||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 1,268 | 10.65 | 421 | 42.23 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 665 | 2.47 | 221 | 31.74 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 120 | 31 | ||||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 13,251 | -22.47 | 4,402 | -0.32 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 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 | 39,999 | 1.29 | 13,286 | 30.22 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -42 | -0.00 | -14 | 30.00 | |||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 3,961 | 1,250 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 5,636 | -76.12 | 1,872 | -69.30 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 7,576 | 0.00 | 2,517 | 28.56 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 12,228 | -53.17 | 4,062 | -39.80 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 30,112 | -1.76 | 7,458 | -12.60 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 35 | -2.78 | 12 | 22.22 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EXI - iShares 全球工业 ETF | 12,925 | -11.50 | 4,293 | 13.78 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 6,914 | -1.51 | 2,182 | 8.24 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 171,774 | 240.86 | 57 | 338.46 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 206 | 68 | ||||||
| 2025-08-12 | 13F | 私人管理集团公司 | 891 | 0.00 | 296 | 28.26 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 641 | 213 | ||||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 96 | 0.00 | 32 | 29.17 | ||||
| 2025-08-14 | 13F | Q基金管理(香港)有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 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 | 201 | 8.06 | 67 | 37.50 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 521 | 8.09 | 173 | 39.52 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,717 | -8.33 | 570 | 18.01 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -814 | -57.49 | -270 | -45.34 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 3,204 | -8.85 | 1,064 | 17.18 | ||||
| 2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 84 | -1.18 | 23 | 4.55 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 3,848 | 0.16 | 1,214 | 10.06 | ||||
| 2025-05-08 | 13F | 诺斯罗克合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 罗格科，Lp | 139 | -26.46 | 46 | -4.17 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 15,771 | 60.31 | 5,239 | 106.14 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 25,500 | 0.00 | 8,470 | 28.57 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 9,760 | -3.09 | 3,242 | 24.56 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 52,196 | 8.15 | 16,470 | 18.85 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 14,920 | -7.47 | 4,956 | 18.94 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,434 | 58.28 | 355 | 55.02 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 6,237 | -14.00 | 1,545 | -23.53 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 730 | -18.71 | 242 | 4.31 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 141 | 5.22 | 44 | 15.79 | ||||
| 2025-08-14 | 13F | Xponance公司 | 17,999 | 2.58 | 5,979 | 31.88 | ||||
| 2025-08-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 10,035 | -25.28 | 3,333 | -3.95 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 140 | 1.45 | 36 | -7.69 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,988,044 | 9.27 | 660,368 | 40.48 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 1,927 | -48.93 | 640 | -34.29 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 3,370 | -5.58 | 1,119 | 21.37 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 5,192 | -0.17 | 1,286 | -11.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 2,100 | -7.33 | 698 | 19.15 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 206,723 | -59.66 | 68,667 | -48.14 | ||||
| 2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 957 | 63.87 | 237 | 46.30 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 10,988 | 1.62 | 3,650 | 30.65 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 252 | 0.80 | 84 | 29.69 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 3,276 | 2.54 | 1,088 | 31.88 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,189 | 29.61 | 1,038 | 15.35 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 5,737 | -1.22 | 1,906 | 27.00 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 32,336 | -1.14 | 10,741 | 27.10 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 2,858 | 10.18 | 902 | 21.10 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 16 | -82.80 | 5 | -79.17 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 936 | 0.75 | 311 | 29.17 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 8 | 3 | ||||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 17 | 0.00 | 6 | 25.00 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 381 | -30.35 | 127 | -10.64 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 9 | 0.00 | 3 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 5,943 | -4.85 | 1,974 | 22.38 | ||||
| 2025-04-09 | 13F | 资本资产咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 12,849 | 4.32 | 4,055 | 14.65 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 348 | -19.63 | 115 | 3.60 | ||||
| 2025-05-27 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,700 | 0.00 | 5,090 | -9.59 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 165 | 0.00 | 55 | 28.57 | ||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 227,188 | -13.00 | 75,465 | 11.85 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 2,026 | 0.00 | 673 | 28.68 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 238,949 | 51.91 | 79 | 97.50 | ||||
| 2025-07-16 | 13F | 老虎橡树管理有限公司 | 1,886 | -0.42 | 626 | 28.02 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 19,606 | -49.46 | 6,512 | -35.04 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 957 | 0.00 | 318 | 28.34 | ||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 3,719 | 921 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 11,277 | 6.81 | 3,746 | 37.33 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 1,300 | 0.00 | 432 | 28.66 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 702 | 233 | ||||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 7,715 | 0.05 | 2,563 | 28.61 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 1,009 | -1.18 | 354 | 34.60 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 29,908 | 16.31 | 9,935 | 49.52 | ||||
| 2025-07-29 | 13F | 马拉松战略顾问有限公司 | 1,500 | 0.00 | 498 | 28.68 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 974 | -1.62 | 284 | -7.82 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 269 | 2.67 | 89 | 32.84 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,002 | 0.86 | 9,165 | -10.28 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | Short | -8,000 | -14.07 | -1,981 | -20.22 | |||
| 2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 682 | -3.12 | 215 | 6.44 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 2,144 | -2.55 | 712 | 25.35 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 622 | 0.00 | 207 | 28.75 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 611 | 203 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 608 | 202 | ||||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 12 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 3,882 | -2.78 | 1,290 | 25.02 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 1,562 | 4.13 | 519 | 34.11 | ||||
| 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 | 7,632 | 0.00 | 2,535 | 28.61 |
