机构投资人持股和股东
ServiceNow, Inc. (AT:SNOW) 有 3707 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 214,810,936 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Price T Rowe Associates Inc /md/, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Jpmorgan Chase & Co, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, Geode Capital Management, Llc, and Fmr Llc .
ServiceNow, Inc. (WBAG:SNOW)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 839.90 / share. Previously, on May 9, 2025, the share price was 868.90 / share. This represents a decline of 3.34% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | 国会资产管理公司/马 | 176,034 | -0.64 | 180,977 | 28.31 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 11,031 | -54.22 | 11,341 | -40.89 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 4,250 | 0.00 | 4,369 | 29.15 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 195 | 200 | ||||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 12,489 | -0.64 | 12,840 | 28.30 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 819 | 126.87 | 842 | 193.03 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 1,786 | 54.50 | 1,806 | 68.06 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,189 | 97.84 | 1,222 | 155.65 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,477 | -6.34 | 1,493 | 1.84 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,066 | 15.62 | 1,096 | 49.18 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 68 | 65 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 7,200 | 10.77 | 7,280 | 20.45 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 101,197 | 13.45 | 104,039 | 46.51 | ||||
| 2025-08-13 | 13F | 米罗娃 | 6,375 | 6.43 | 6,554 | 37.46 | ||||
| 2025-07-29 | 13F | 奥布里资本管理有限公司 | 2,900 | 0.00 | 2,980 | 29.06 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 42,873 | 113.88 | 44,077 | 176.20 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 496 | 510 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 1,263 | -19.66 | 1,298 | 3.76 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 35,627 | -14.41 | 36,022 | -6.93 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 3,115 | 1.50 | 3,202 | 31.07 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 2,092 | 2,151 | ||||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 435 | 0.00 | 447 | 29.19 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 637 | 0.00 | 655 | 28.99 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 12,907 | -0.56 | 13,269 | 28.41 | ||||
| 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 | 24,165 | 4.11 | 23,078 | -2.37 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 342 | -2.56 | 352 | 25.81 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 15,247 | -5.46 | 15,675 | 22.08 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 2,952 | 2.54 | 3,035 | 32.37 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 298,276 | -6.87 | 306,652 | 20.26 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 25,045 | -0.68 | 25,748 | 28.25 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 34,586 | -3.97 | 33,030 | -9.94 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 3,113 | -2.51 | 3,200 | 25.93 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,443 | 20.94 | 15,614 | 31.52 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 459 | 68.75 | 472 | 135.50 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 5,415 | -3.25 | 5,171 | -9.26 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 577 | 71.73 | 593 | 122.10 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 6,900 | -3.73 | 7,094 | 24.33 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 1,171 | -72.34 | 1,089 | -75.51 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 1,200 | 0.00 | 1,146 | -6.22 | ||||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 130,575 | 1.66 | 134,241 | 31.26 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 12,056 | 15.45 | 12,395 | 49.07 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 46,310 | 29.05 | 47,610 | 66.64 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 1,853 | 2.83 | 1,905 | 32.85 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 38,289 | 239.20 | 39,364 | 338.06 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 8,863 | -3.91 | 9,112 | 24.08 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1,528 | 17.00 | 1,571 | 51.11 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 806 | 0.00 | 829 | 29.17 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 813 | 1.62 | 836 | 31.29 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 33,367 | 0.78 | 34,281 | 30.02 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 442 | -15.49 | 454 | 9.13 | ||||
| 2025-05-05 | 13F | 圣约资产管理有限责任公司 | Put | 7,961 | -79.14 | |||||
| 2025-05-27 | NP | MFRFX - MFS研究基金A | 53,309 | -2.33 | 42,441 | -26.65 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 4,068 | 4.01 | 4,182 | 34.34 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 757 | 10.83 | 765 | 20.47 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 789 | 11.28 | 811 | 43.79 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 609 | 45.00 | 626 | 40.67 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 6,173 | -11.61 | 6,346 | 14.14 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 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 | 36,800 | 47.79 | 35,144 | 38.60 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 24,009 | -4.60 | 24,683 | 23.19 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 5,930 | 5,996 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 5,423 | 1.31 | 5,575 | 30.84 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 5,646 | 0.57 | 5,805 | 29.87 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,149 | 0.35 | 1,181 | 29.64 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 1,971 | -17.88 | 2,026 | 6.07 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 5,450 | 0.00 | 4 | -20.00 | ||||
| 2025-07-24 | NP | FSCSX - 软件和 IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 179,624 | 181,616 | ||||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 485 | 499 | ||||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 1,894 | -1.81 | 1,809 | -7.94 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 18 | 12.50 | 17 | 6.25 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 59 | -58.45 | 56 | -61.11 | ||||
| 2025-04-25 | NP | FMFMX - 富达顾问系列股票增长基金 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 | 8,423 | -2.32 | 7,831 | -13.46 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 6,603 | 0.78 | 6,788 | 30.14 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 2,104 | -44.03 | 2,163 | -27.71 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 4 | 4 | ||||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 3,091 | 2.01 | 3,178 | 31.72 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 424 | 64.98 | 436 | 113.24 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 15,176 | -4.14 | 15,602 | 23.79 | ||||
| 2025-07-29 | NP | INVNX - 进化树创新者基金 | 1,482 | -25.42 | 1,498 | -18.90 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,413 | -30.50 | 1,429 | -24.44 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 5,479 | 5,633 | ||||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 65,282 | 0.70 | 67,115 | 30.05 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 196 | -4.39 | 198 | 4.21 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 231 | -91.50 | 237 | -89.05 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 232 | 239 | ||||||
| 2025-08-05 | 13F | 核心另类资本 | 38 | -2.56 | 39 | 25.81 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 934 | -1.06 | 960 | 27.83 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 212 | 218 | ||||||
| 2025-08-14 | 13F | RGM资本有限责任公司 | 97,094 | 0.10 | 99,820 | 29.27 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 591 | -0.84 | 471 | -25.52 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 4,900 | -14.04 | 5,038 | 11.02 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 88,195 | 3.72 | 90,671 | 33.93 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 70,679 | -6.69 | 72,664 | 20.49 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 341 | -8.58 | 350 | 18.24 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 51,285 | 25.06 | 52,726 | 61.50 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,080 | 17.26 | 1,110 | 51.43 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 405 | 416 | -70.16 | |||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 11,321 | 814.46 | 12 | |||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 3,894 | 52.71 | 4,003 | 97.19 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 29,575 | 58.38 | 28,244 | 48.52 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 42 | 7.69 | 40 | 2.56 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 33 | 17.86 | 34 | 50.00 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,100 | 1.45 | 2,159 | 30.95 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 4,114 | -5.60 | 4,230 | 21.91 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 4,957 | 10.20 | 5,096 | 42.31 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 12,188 | 4.64 | 12,530 | 35.14 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 340 | -6.34 | 350 | 21.18 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 2 | 0.00 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | 一旦资本管理有限责任公司 | 7,050 | 39.60 | 7,248 | 80.27 | ||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 2,963 | 3,046 | ||||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 5,201 | -80.89 | 5,356 | -75.42 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 229 | 235 | ||||||
| 2025-07-17 | 13F | SFM有限责任公司 | 1,342 | -0.37 | 1,380 | 28.64 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 493 | 10.29 | 455 | 8.59 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 819 | 20.26 | 842 | 55.17 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 265 | 0.00 | 272 | 29.52 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,411 | -75.55 | 5,471 | -73.41 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 8,889 | 22.45 | 9,139 | 58.12 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,803 | 0.00 | 1,823 | 8.71 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,178 | 0.00 | 29,775 | -6.22 | ||||
| 2025-08-14 | 13F | Trybe资本管理有限责任公司 | 36,923 | 14.05 | 37,960 | 47.28 | ||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 1,373 | -0.36 | 1,412 | 28.62 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 986 | 785 | ||||||
| 2025-07-17 | 13F | HCR 财富顾问 | 3,256 | -0.25 | 3,347 | 28.83 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 251 | 0.00 | 258 | 29.65 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 23 | 283.33 | 24 | 475.00 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 249,404 | -17.77 | 256,407 | 6.18 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,656 | 0.20 | 10,955 | 29.40 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 133,725 | 31.80 | 137 | 71.25 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 357 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 1,778 | 4.83 | 1,828 | 35.33 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 21,056 | 32.65 | 21,647 | 71.30 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 8,042 | 6.22 | 8,267 | 37.17 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 264 | 13.79 | 271 | 21.52 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 832 | 67.74 | 855 | 117.01 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 9 | 0.00 | 9 | 28.57 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 49,618 | 0.72 | 51,011 | 30.07 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 2,390 | 7.22 | 2,457 | 38.50 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 867 | -96.43 | 891 | -95.39 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 849 | 17.92 | 873 | 52.18 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 3 | 0.00 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | 创意策划 | 57,361 | -0.06 | 58,971 | 29.06 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 1,796 | -0.06 | 1,816 | 8.68 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 301 | 176.15 | 309 | 259.30 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 916 | 942 | ||||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 11,261 | 16.83 | 10,754 | 9.56 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 750 | 36.36 | 771 | 76.43 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 1,447 | -37.33 | 1,463 | -31.83 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 18 | 0.00 | 19 | 28.57 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 5,365 | 5,516 | ||||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 320 | 0.00 | 0 | |||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 281 | 1.44 | 289 | 30.91 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 1,916 | -50.53 | 1,970 | -36.13 | ||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 1,435 | -9.06 | 1,475 | 17.44 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 411 | -48.11 | 423 | -33.02 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,603 | -5.87 | 1,648 | 21.62 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 213 | 219 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 60 | 0.00 | 62 | 29.79 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 83,309 | 0.23 | 86 | 28.79 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,810 | -29.82 | 2 | -50.00 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 40 | 38 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 180,336 | 3.56 | 172,223 | -2.88 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 19,289 | -6.57 | 19,831 | 20.65 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 26 | -3.70 | 27 | 23.81 | ||||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 14,521 | -35.53 | 14,929 | -16.76 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 3,818 | 54.57 | 3,925 | 99.64 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 16,109 | 32.74 | 15,384 | 24.48 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 11 | 10.00 | 11 | 0.00 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 57,637 | -9.31 | 59,255 | 17.11 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 1,500 | 1,517 | ||||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 205 | 211 | ||||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 261 | 268 | ||||||
| 2025-08-14 | 13F | 联信银行 | 44,208 | -0.40 | 45,449 | 28.62 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 20,271 | 220.74 | 20,840 | 314.23 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 348 | -15.74 | 287 | -34.32 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 2,580 | 29.45 | 2,609 | 53.05 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 612 | 0.16 | 629 | 29.42 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 21 | 0.00 | 22 | 31.25 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | 九点合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 436 | -36.90 | 448 | -18.55 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 3 | 0.00 | 3 | 50.00 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 39,778 | 79.76 | 40,895 | 132.13 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 455 | 9.64 | 435 | 2.84 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 100 | 0.00 | 96 | -5.94 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 1,327 | -6.55 | 1,364 | 20.71 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 27 | 0.00 | 28 | 28.57 | ||||
| 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 | 8 | 14.29 | 8 | 0.00 | ||||
| 2025-05-06 | 13F | MCF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 78,075 | -37.79 | 79,510 | 37.90 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 111 | -25.50 | 0 | |||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 1,084 | -3.47 | 1,114 | 24.61 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 166,421 | 524.73 | 171,094 | 706.74 | ||||
| 2025-08-26 | NP | PRMTX - T. Rowe Price 通信与技术基金 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 | 57,892 | -60.59 | 59,518 | -49.11 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 16,914 | 26.72 | 17,389 | 63.64 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,611 | 44.98 | 2,684 | 87.30 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 42,107 | -7.71 | 43,289 | 19.17 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 102,727 | -2.70 | 105,612 | 25.64 | ||||
| 2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 967 | -4.73 | 994 | 23.02 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 5,391 | -8.05 | 5,542 | 18.75 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 918 | 0.11 | 944 | 29.18 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 139 | 143 | ||||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 265 | 31.84 | 211 | -1.41 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 1,071 | -1.47 | 1 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 209,649 | -0.31 | 215,536 | 28.73 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 2,537 | 135.56 | 2,567 | 199.53 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,772,165 | 6.84 | 1,821,927 | 37.97 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 1,750 | -59.77 | 1,799 | -48.05 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 259 | 266 | ||||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 64,486 | 21.73 | 66,297 | 57.19 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 1,900 | -70.31 | 1,953 | -61.67 | |||
| 2025-07-16 | 13F | 重新平衡有限公司 | 468 | 481 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 600 | -87.76 | 617 | -84.21 | |||
| 2025-08-25 | NP | SKYY - 第一信托云计算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 | 66,165 | -12.96 | 68,023 | 12.39 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 6,820 | -0.29 | 6,595 | -7.01 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 18,451 | 34.88 | 17,621 | 26.48 | ||||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 7,751 | 7,837 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 44 | 45 | ||||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 162,826 | -26.18 | 167,398 | -4.68 | |||
| 2025-07-10 | 13F | 选择性财富管理公司 | 4,532 | -3.31 | 4,594 | 24.77 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 154,200 | -25.67 | 158,530 | -4.02 | |||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 984 | -12.53 | 1,012 | 12.96 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 1,110 | 2.30 | 1,141 | 32.21 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 777,328 | -17.20 | 799,155 | 6.92 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 5,493 | 5.07 | 5,554 | 14.26 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 8,582 | 1.79 | 8,823 | 31.44 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,009 | 3.45 | 2,065 | 33.57 | ||||
| 2025-07-28 | NP | NBDS - Neuberger Berman Disrupters ETF | 908 | -9.56 | 918 | -1.61 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 123,967 | 0.83 | 127,453 | 30.21 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 326 | -7.12 | 332 | 1.22 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 459 | 410.00 | 464 | 459.04 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 3 | 0.00 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 890 | -30.58 | 915 | -10.39 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 13,509 | 6.66 | 13,659 | 15.98 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 5,144 | 0.00 | 4,913 | -6.22 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 348,348 | -27.26 | 358,130 | -6.07 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 343 | 15.49 | 353 | 49.15 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 31,844 | 2.32 | 32,738 | 32.13 | ||||
| 2025-08-12 | 13F | 联合银行 | 73,086 | 0.05 | 75,138 | 29.20 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 54,040 | -1.26 | 55,557 | 27.50 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 380 | 357 | ||||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,142 | 1.24 | 1,174 | 30.73 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,593 | 3.35 | 2,666 | 33.45 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 2,115 | 354.84 | 2,174 | 487.57 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 496 | -7.64 | 510 | 19.20 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 36,293 | 2.00 | 34,660 | -4.35 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 1,688 | 10.18 | 291 | 15.02 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,789 | 4.14 | 2,664 | -2.35 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 6,261 | 563.94 | 6,437 | 758.13 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,735 | 16.84 | 1,784 | 50.85 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 309 | 17.49 | 318 | 50.95 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 85,751 | -2.26 | 88,159 | 26.21 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 490 | 0.00 | 504 | 28.97 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | Call | 3,800 | -47.22 | 1,078 | 38.74 | |||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | 河水合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 413 | 0.00 | 425 | 29.27 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 786 | -47.25 | 808 | -31.87 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 5,519 | -6.16 | 5,674 | 21.19 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,870 | 236.94 | 1,619 | 85.76 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 23 | 91.67 | 23 | 155.56 | ||||
| 2025-08-14 | 13F | 恩典与慈悲基金会有限公司 | 30,600 | 0.00 | 31,459 | 29.14 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 4,000 | -20.00 | 4,112 | 3.32 | |||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 29,132 | 10.74 | 29,455 | 20.43 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 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 | 15,677 | 15.60 | 14,972 | 8.41 | ||||
| 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 | 13,673 | 24.77 | 13,058 | 17.00 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 4,800 | 54.84 | 4,935 | 99.92 | |||
| 2025-08-14 | 13F | 水手有限责任公司 | 357,817 | 9.20 | 367,839 | 41.00 | ||||
| 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 | 6,556 | 6,740 | ||||||
| 2025-04-10 | 13F | 矩阵信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 韦斯特伍德财富管理 | 1,180 | 2.61 | 1,213 | 32.57 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 6,824 | 5.32 | 6,517 | -1.24 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 74,220 | 8.76 | 77,537 | 42.71 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48 | 11.63 | 46 | 4.65 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 2,245 | 0.00 | 2,308 | 29.16 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 2,742 | -5.35 | 2,907 | 26.02 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 620 | -1.74 | 637 | 26.89 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 3,488 | 0.55 | 3,586 | 29.84 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,205 | -1.71 | 1,239 | 26.84 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 1,125 | -36.80 | 1,157 | -18.42 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 577 | 30.54 | 593 | 68.95 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 1,044 | -1.69 | 1,073 | 26.98 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 24,726 | 0.00 | 23,614 | -6.22 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 49,784 | 0.40 | 51,182 | 29.64 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 26,155 | 6.45 | 26,888 | 37.45 | ||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 565 | 38.48 | 581 | 79.01 | ||||
| 2025-07-22 | 13F | 人民银行 | 4,436 | -1.05 | 5 | 33.33 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,739 | 29.75 | 6,929 | 25.83 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 986 | 28.55 | 1,014 | 66.07 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 20,199 | 9.00 | 20,769 | 40.76 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 863 | -2.38 | 887 | 26.17 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 4,531 | -0.68 | 5 | 33.33 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 459 | -0.22 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 277 | -62.11 | 285 | -51.12 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 782 | 2.62 | 804 | 32.51 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,529 | 17.87 | 6,712 | 14.31 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 28,175 | 3.38 | 28,966 | 33.50 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 325 | -81.74 | 334 | -76.43 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 467 | -1.06 | 480 | 28.00 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 16,868 | -14.67 | 17,342 | 10.19 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 112,801 | 35.05 | 115,594 | 73.30 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 7 | 0.00 | 7 | 40.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 534 | -35.74 | 549 | -17.10 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 1,000 | 0.00 | 1,028 | 29.15 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 1,369 | -35.91 | 1,407 | -17.24 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 5 | 5 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 180 | 24.14 | 185 | 60.87 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 9,436 | 98.24 | 9,701 | 156.00 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,042 | -3.96 | 1,071 | 24.10 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 1,655 | -0.36 | 1,701 | 26.19 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 595 | 602 | ||||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 459 | 41.23 | 472 | 82.56 | ||||
| 2025-04-22 | 13F | 佛得角国际服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 3,271 | -2.82 | 3,363 | 168,000.00 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 520 | -0.38 | 535 | |||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 267 | 255 | ||||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 767 | 0.39 | 789 | 29.61 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Marex 集团 | Call | 40,000 | 41,123 | |||||
| 2025-08-19 | 13F | Marex 集团 | Put | 70,000 | 71,966 | |||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 2,496 | -4.33 | 2,566 | 23.54 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Marex 集团 | 30,339 | 31,191 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 7 | 7 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 3,324 | -56.45 | 3,417 | -43.75 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 382 | 393 | ||||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 6,293 | 0.00 | 6,470 | 29.12 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 12,635 | -4.90 | 12,990 | 22.80 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 角点资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 545 | 0.00 | 560 | 29.33 | ||||
| 2025-05-30 | NP | FSRLX - FS Chiron 实物资产基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 5,637 | -0.58 | 5,794 | 28.36 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 1,988 | 0.00 | 2,044 | 29.14 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,020 | -1.92 | 1,049 | 26.72 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 543 | 5.85 | 558 | 36.76 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 402,812 | -0.05 | 414,123 | 29.07 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 41,496 | 42,661 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 8,738 | 1.89 | 8,345 | -4.45 | ||||
| 2025-05-28 | NP | 贝莱德 ESG 资本配置信托 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | MSS 系列信托 - One Rock 基金 | 580 | 16.00 | 586 | 11.83 | ||||
| 2025-05-27 | NP | QVG2Q - 成长型投资组合投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 43,595 | 0.00 | 44,819 | 29.14 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 2 | 0.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 18,491,004 | -0.85 | 19,010,231 | 28.04 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 150,621 | 101.28 | 154,850 | 159.92 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 18,900 | -37.62 | 19,430 | -19.45 | |||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 160,545 | -5.31 | 153,322 | -11.20 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 5,192 | -70.76 | 5,338 | -62.25 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 17,367 | -4.13 | 17,855 | 23.80 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 4,300 | -33.85 | 4,421 | -14.57 | |||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 1,400 | 0.00 | 1,439 | 29.17 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 3,556 | 0.94 | 3,656 | 30.34 | ||||
| 2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 10,614 | -14.83 | 10,732 | -7.38 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 1,583 | 263.07 | 1,601 | 295.06 | ||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 763 | -17.51 | 784 | 6.52 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 175 | 133.33 | 139 | 75.95 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 1,570 | -40.17 | 1,614 | -22.74 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 3,457 | -0.69 | 3,554 | 28.26 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 35 | 36 | ||||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 7,029 | -0.16 | 7,226 | 28.94 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 782 | 2.22 | 804 | 31.86 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,192 | 37.60 | 8,778 | 29.05 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 11,184 | 4.24 | 11,308 | 13.36 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 520 | 16.85 | 535 | 50.85 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 260 | 0.00 | 267 | 29.61 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 1,387 | 0.00 | 1,426 | 29.08 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 5 | 0.00 | 5 | 66.67 | ||||
| 2025-05-12 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 12,808 | 1.08 | 13,168 | 30.53 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 2,314 | 11.79 | 2,379 | 44.30 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 15,842 | 4.05 | 15,129 | -2.42 | ||||
| 2025-08-11 | 13F | 信托银行 | 1,812 | 17.74 | 1,863 | 52.00 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 5,967 | -0.80 | 6,135 | -87.19 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 26,036 | 24,865 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 39,772 | -26.74 | 40,889 | -5.40 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 16,393 | -1.03 | 15,655 | -7.19 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 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 | 38,430 | 2.04 | 39,509 | 31.78 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 5,379 | 5.12 | 5,530 | 35.75 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 1,172 | -6.76 | 1,205 | 20.40 | ||||
| 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 | 118 | -7.09 | 121 | 19.80 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 48 | 4.35 | 49 | 36.11 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 4,227 | -2.47 | 4 | 33.33 | ||||
| 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 | 15,545 | -6.89 | 15,982 | 20.23 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,199 | -4.23 | 1,233 | 23.69 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,450,247 | -2.21 | 2,519,050 | 26.28 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 48,390 | -20.74 | 49,749 | 2.35 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 16,818 | -15.56 | 17,290 | 9.04 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 197 | 203 | ||||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 418 | 22.58 | 430 | 58.30 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 3,933 | -15.36 | 3,756 | -20.63 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 100 | 33.33 | 103 | 72.88 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 5,430 | -1.00 | 5,582 | 27.85 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 7,047 | 27.52 | 7,245 | 64.67 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 16,809 | 5.72 | 17,281 | 36.53 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,098 | -1.61 | 1,129 | 27.03 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 22,653 | 1,129 | ||||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 1,322 | 701.21 | 1,359 | 708.93 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 5,197 | 87.62 | 5,343 | 142.27 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 28,010 | 10.10 | 28,797 | 42.18 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 787 | -2.11 | 809 | 26.41 | ||||
| 2025-07-10 | 13F | 引导资本财富管理有限责任公司 | 3,999 | 0.50 | 4,111 | 29.81 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,920 | -21.86 | 1,974 | 0.87 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 10 | 0.00 | 10 | 42.86 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 700 | 0.00 | 720 | 29.08 | ||||
| 2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 355 | -32.77 | 339 | -36.87 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 216 | -98.73 | 222 | -98.36 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 42,305 | -1.97 | 43,493 | 26.59 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 5,397 | 0.00 | 5,549 | 29.14 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 10,400 | -8.77 | 10,515 | -0.79 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 13,770 | 0.00 | 14,157 | 29.14 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,484 | 7.46 | 1,526 | 38.76 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 18 | 0.00 | 17 | -5.56 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 5,021 | -1.66 | 5,162 | 26.96 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,408 | 19.73 | 1,448 | 54.59 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 70 | 11.11 | 72 | 42.00 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 4,600 | 0.44 | 4,729 | 29.70 | ||||
| 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 | 301,284 | -0.76 | 309,742 | 25.54 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,199 | 1,233 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 8 | ||||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 631 | -43.41 | 649 | -26.94 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 3,458 | 0.38 | 2,753 | -24.62 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 148,204 | -7.74 | 152,366 | 19.14 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 315 | 0.00 | 324 | 29.20 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 1,281 | -4.69 | 1,317 | 22.99 | ||||
| 2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 630 | -2.48 | 648 | 25.88 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 704 | -60.89 | 724 | -49.55 | ||||
| 2025-06-27 | NP | CLDL - Direxion 每日云计算牛市 2 倍股票 | 232 | -27.04 | 222 | -31.58 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 1,127 | 131.89 | 1,159 | 200.00 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 1,343 | -42.01 | 1,381 | -25.12 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 23 | 24 | ||||||
| 2025-08-12 | 13F | MWA资产管理 | 1,916 | 5.51 | 1,970 | 36.26 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 10,200 | 10,486 | |||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 13,840 | 0.00 | 14,229 | 29.13 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 652 | -78.10 | 670 | -71.73 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 439 | 108.06 | 419 | 95.79 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 7,878 | -1.39 | 8,099 | 27.34 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 3,600 | 3,701 | |||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 14 | 0.00 | 11 | -21.43 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 30 | -14.29 | 31 | 11.11 | ||||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 8,098 | 31.65 | 7,802 | 59.30 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 41,722 | 2.62 | 42,894 | 32.52 | ||||
| 2025-05-08 | 13F | 私人咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 9,700 | -6.73 | 9,972 | 20.45 | |||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 26,306 | 0.79 | 27,045 | 30.15 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 210,400 | 3.09 | 215,117 | 32.12 | |||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 883 | 6.90 | 845 | 3.94 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 15,248 | 69.65 | 15,590 | 117.42 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 371 | 381 | ||||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 189,501 | 0.34 | 194,822 | 29.57 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 300,100 | 53.98 | 306,828 | 97.34 | |||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 2,670 | 0.00 | 2,745 | 29.13 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,086 | -4.92 | 2,145 | 22.79 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 13,998 | 2.32 | 13,368 | -4.04 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 350,569 | -4.44 | 360,413 | 23.40 | ||||
| 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 | 10,112 | -7.70 | 10,396 | 19.18 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 46 | 47 | ||||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 309 | -3.13 | 318 | 25.30 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,223 | 2.43 | 1,257 | 32.32 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 洞察控股集团有限责任公司 | 10,400 | 50.72 | 10,692 | 94.65 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 2,083 | 12.78 | 1,989 | 5.80 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 11,435 | 0.24 | 11,756 | 29.45 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,458 | 4.89 | 1,161 | -21.25 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 849 | 0.47 | 873 | 29.76 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 37,093 | -6.08 | 37,504 | 2.13 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 62,412 | 0.62 | 64,164 | 29.93 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 2,183 | 4.10 | 1,738 | -21.86 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 36,152 | 73.50 | 37,167 | 124.05 | ||||
| 2025-08-28 | NP | RLSIX - RiverPark 多/空机会基金机构类别 | 800 | 0.00 | 822 | 29.25 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 907 | -1.73 | 932 | 26.98 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 920 | 3.14 | 946 | 33.10 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 74,077 | 5.94 | 76,157 | 36.80 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 1,406 | 153.33 | 1,273 | 56.07 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,801 | 0.00 | 1,821 | 8.72 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 27,814 | 5.24 | 28,595 | 35.91 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 285 | 293 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 3,203 | -5.04 | 3,293 | 22.61 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 400 | -36.41 | 411 | 16.43 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 4,131 | -0.72 | 4,247 | 28.20 | ||||
| 2025-04-08 | 13F | 扎根财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 114,590 | -18.60 | 118 | 4.46 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 2,200 | 17.02 | 2,224 | 27.30 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 12,691 | 8.28 | 12,120 | 1.55 | ||||
| 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 | 4,307 | -4.20 | 4,113 | -10.16 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 3,858 | -30.03 | 3,684 | -34.39 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 872 | 5.83 | 694 | -20.50 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 1,022 | 2,589.47 | 1,051 | 3,403.33 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 1,674 | 445.28 | 1,721 | 605.33 | ||||
| 2025-08-05 | 13F | 好事达公司 | 425 | -90.71 | 437 | -88.03 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 148,959 | 0.57 | 153,142 | 29.86 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 242 | 248 | ||||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 275 | 7.00 | 283 | 38.24 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,031 | -1.74 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,713 | 12.48 | 2,790 | 45.26 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 236 | 243 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 489 | -8.26 | 503 | 18.40 | ||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 2,750 | -3.51 | 2,189 | -3.48 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 10,447 | 10,563 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 108 | -10.00 | 111 | 16.84 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 304 | 92.41 | 313 | 149.60 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 699 | -89.51 | 719 | -86.46 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 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 | 288 | 17.07 | 291 | 27.63 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 9,500 | 171.43 | 9,767 | 250.54 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 14,000 | -17.16 | 14,393 | 6.98 | |||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 817 | 2.51 | 840 | 32.33 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 84 | 180.00 | 86 | 273.91 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 156 | -92.11 | 158 | -91.46 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 1,957 | 1.87 | 2,012 | 31.59 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 1,142 | 0.44 | 1 | |||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 1,212 | 18.59 | 1,246 | 53.26 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 1,130 | 0.00 | 1,162 | 29.14 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 16 | -20.00 | 16 | 6.67 | ||||
| 2025-07-09 | 13F | 企业银行 | 215 | 221 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 7,110 | 16.84 | 7,310 | 50.89 | ||||
| 2025-05-07 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 15,668 | 44.15 | 14,963 | 35.19 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 7,713 | 1.23 | 7,930 | 2.93 | ||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 12,397 | -22.51 | 12,745 | 0.06 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,523 | -30.87 | 1,566 | -10.72 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 203,956 | 1.33 | 209,683 | 30.85 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 9,018 | 6.47 | 9,271 | 37.49 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 4,906 | -0.59 | 5,044 | 28.39 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 5,898 | -82.35 | 6,063 | -77.21 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 1,825 | -6.55 | 1,866 | 19.70 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 200 | 206 | ||||||
| 2025-06-20 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 164 | -5.20 | 157 | -11.36 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,568 | 12.24 | 1,612 | 44.96 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 7,561 | 273.57 | 7,773 | 382.50 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 33,895 | -0.29 | 34,847 | 28.76 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 3,646 | 3.20 | 3,748 | 33.29 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 280 | -5.08 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 1,919 | -2.44 | 1,973 | 25.93 | ||||
| 2025-03-28 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 859 | -15.37 | 875 | 87.55 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 245 | -16.95 | 252 | 7.26 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 755 | 0.00 | 763 | -3.66 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 3,753 | -13.70 | 3,584 | -19.06 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 78,951 | 0.95 | 81,168 | 30.36 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 14,412 | 51.59 | 11,498 | 14.08 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 2,811 | -4.71 | 2,890 | 23.04 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 210 | 216 | ||||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 248 | 255 | ||||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 617 | 3.35 | 634 | 33.47 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 249,261 | 16.44 | 256,260 | 50.36 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 16 | 0.00 | 16 | 33.33 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 635 | -37.44 | 606 | -41.34 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,454 | 32.66 | 1,495 | 71.33 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 1,385 | -2.60 | 1,323 | -8.70 | ||||
| 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 | 4,579 | 5.82 | 4,708 | 36.67 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 55,394 | 128.78 | 56,944 | 195.39 | ||||
| 2025-05-13 | 13F | 港口咨询公司 /ma/ | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 平博银行公司 | 410 | 0.00 | 422 | 29.14 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 1,050 | 2.44 | 1 | |||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 691 | 33.66 | 710 | 72.75 | ||||
| 2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 62,800 | 0.00 | 64,563 | 29.13 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 786 | 7.67 | 751 | 0.94 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 9,100 | 0.00 | 9,356 | 29.14 | ||||
| 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 | 166,858 | 26.38 | 159,351 | 18.52 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 3,371 | 75.39 | 3,219 | 64.49 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 1,692 | -8.09 | 1,740 | 18.70 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 3,027 | -3.17 | 3,112 | 25.04 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 3,825 | 4.48 | 3,933 | 34.93 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 4,059 | 20.16 | 4,173 | 55.15 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 269 | 0.00 | 277 | 28.97 | ||||
| 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 | 28,089 | 17.21 | 28,401 | 27.46 | ||||
| 2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 23,102 | 3.41 | 23,358 | 12.46 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 14,467 | 163.52 | 14,873 | 240.34 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 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 | 1,153 | -22.93 | 1,185 | -0.50 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 3,752 | 3,857 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 1,095 | 0.18 | 1,107 | 8.96 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 10 | 0.00 | 10 | 42.86 | ||||
| 2025-08-26 | NP | ARTY - iShares 机器人和人工智能多部门 ETF | 3,870 | 11.91 | 3,979 | 44.50 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 1,632 | 0.00 | 1,650 | 8.77 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 16 | 0.00 | 16 | 33.33 | ||||
| 2025-05-13 | 13F | 克利尔街市场有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-27 | 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 | 1,296 | -90.94 | 1,032 | -93.20 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 4,915 | 0.80 | 5,053 | 30.20 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 370 | -5.61 | 380 | 21.79 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 23,797 | -5.44 | 24,465 | 22.11 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 508 | 522 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,381,635 | 1.95 | 1,420,431 | 31.66 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 798 | 820 | ||||||
| 2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 2,038 | -19.29 | 1,946 | -24.31 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 6,400 | -87.40 | 6,580 | -83.73 | |||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 376 | 0.00 | 380 | 8.88 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 600 | 0.84 | 621 | 31.29 | ||||
| 2025-05-06 | 13F | 麦迪逊资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 19,978 | -0.54 | 20,539 | 28.43 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 6,194 | -1.16 | 6,361 | 27.47 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,421 | 30.49 | 1,447 | 42.42 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 12,586 | -2.54 | 12,939 | 25.85 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,900 | 375.00 | 1,953 | 514.15 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 3,135 | 0.19 | 3,223 | 29.39 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 72,939 | -13.60 | 69,657 | -18.98 | ||||
| 2025-08-14 | 13F | 绝对合作伙伴 Gestao de Recursos Ltda | 1,300 | -4.34 | 1,337 | 23.59 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 9,624 | 1.39 | 9,894 | 30.93 | ||||
| 2025-05-14 | 13F | 擎天资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 218 | 225 | ||||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 13,095 | 14.96 | 13,463 | 48.46 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 202 | 0 | ||||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 334 | -54.68 | 338 | -50.80 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 367,314 | -2.43 | 377,628 | 25.99 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 1,172 | 17.08 | 1,205 | 51.19 | ||||
| 2025-06-26 | NP | HTECX - 轩尼诗科技基金投资者类别 | 125 | -0.79 | 119 | -7.03 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 6,450 | 0.00 | 6,631 | 29.13 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 155,085 | -8.11 | 148,108 | -13.83 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 22,640 | 23,276 | ||||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 416,444 | 1.57 | 429 | 33.75 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 8,165 | 77.11 | 8,394 | 128.72 | ||||
| 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 | 3,024 | 13.56 | 2,888 | 6.49 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 456,414 | 0.70 | 435,880 | -5.57 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 22,041 | 30.63 | 22,285 | 42.06 | ||||
| 2025-08-14 | 13F | Xponance公司 | 53,704 | 3.66 | 55,212 | 33.86 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 501 | 67.00 | 478 | 56.72 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 242,532 | 3.24 | 249,342 | 33.32 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 3,156 | 6.19 | 3,245 | 37.11 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 11,952 | 4.81 | 12,288 | 35.35 | ||||
| 2025-05-23 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 798 | -66.46 | 635 | -74.82 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 118,035 | 0.39 | 119,344 | 9.18 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 338 | 6.62 | 323 | 0.00 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 13 | 0.00 | 13 | 30.00 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 3,033 | -3.50 | 3,067 | 4.93 | ||||
| 2025-08-26 | NP | PXGOX - PAX GLOBAL OPPORTUNITIES FUND 机构级 | 1,842 | 23.21 | 1,894 | 59.08 | ||||
| 2025-08-26 | NP | 贝莱德科技信托 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 | 19,781 | -19.19 | 20,336 | 4.36 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 7,439 | 12.87 | 7,648 | 45.74 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 226,133 | -3.81 | 215,959 | -9.79 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 6,661 | 97.01 | 6,848 | 154.48 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 49 | 0.00 | 50 | 28.21 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 67,566 | 3.93 | 69,464 | 34.20 | ||||
| 2025-05-28 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 371 | 295 | ||||||
| 2025-05-07 | 13F/A | 地平线金融服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP 顾问公司 | 4,797 | -1.96 | 4,932 | 26.62 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 31 | 30 | ||||||
| 2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 43 | 2.38 | 41 | -2.38 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 200 | 206 | ||||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 1,636,288 | -2.52 | 1,682,236 | 25.88 | ||||
| 2025-05-06 | 13F | 维斯塔资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 8,000 | 60.00 | 8,225 | 106.63 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 91,208 | 0.54 | 93,769 | 29.84 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 93,819 | 9.88 | 96 | 43.28 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 1,865 | 3.38 | 1,917 | 33.50 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 9,867 | 0.00 | 9,423 | -6.22 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 17,022 | -6.31 | 17,500 | 20.97 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 12,595 | -1.67 | 12,735 | 6.93 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 629 | -4.26 | 647 | 23.52 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 3,285 | 6.45 | 3,359 | 36.39 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 1,926 | 61.44 | 1,533 | 21.28 | ||||
| 2025-07-28 | 13F | 瑞奥斯资本工程公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 4,027 | 0.00 | 4,140 | 29.13 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 79,623 | -20.32 | 76,041 | -25.27 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 195 | 200 | ||||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 4,700 | 3.30 | 4,832 | 33.38 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 1,174 | -1.34 | 1,207 | 27.35 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 2,611 | 5.16 | 2,684 | 35.83 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 3,583 | 8.71 | 3,684 | 40.36 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 13,330 | -40.10 | 13,704 | -22.64 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153 | 33.04 | 155 | 45.28 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 816 | 0.49 | 839 | 29.72 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 7,755 | 1.49 | 7,972 | 31.05 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 626,600 | 7.85 | 644,195 | 39.27 | ||||
| 2025-08-26 | NP | IGSLX - IMPAX 全球社会领袖基金投资者类别 | 68 | 0.00 | 70 | 27.78 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 153 | -49.00 | 157 | -34.03 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 9,275 | 3.02 | 10 | 28.57 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12 | 20.00 | 11 | 10.00 | ||||
| 2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 3,908 | -24.00 | 4,018 | -1.86 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 3,819 | 97.26 | 3,926 | 154.77 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,914 | -0.62 | 1,935 | 8.10 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 2,222 | 14.65 | 2,284 | 48.12 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 33,689 | -44.82 | 34,635 | -28.74 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 20,785 | -20.70 | 21,369 | 2.41 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 66,818 | 10.71 | 68,694 | 42.97 | ||||
| 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 | 61,749 | 0.43 | 58,971 | -5.82 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 2 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 1,449 | 4.62 | 1,490 | 35.12 | ||||
| 2025-08-13 | 13F | Allium 财务顾问有限公司 | 341 | 0.89 | 351 | 30.11 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 24,658 | -0.87 | 25,350 | 28.01 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 1,461 | -56.61 | 1,502 | -43.96 | ||||
| 2025-06-30 | NP | VESGX - Vanguard Global ESG 选择股票基金 Admiral Shares | 24,624 | 4.63 | 23,516 | -1.88 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 576 | 592 | ||||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 31 | 0.00 | 32 | 29.17 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 300 | 0.00 | 308 | 5.12 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 279 | 0.72 | 287 | 30.00 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 50,511 | 42.10 | 51,930 | 83.49 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 2,353 | -11.54 | 2,419 | 14.27 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 5,403 | -0.70 | 5,555 | 28.24 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 478 | 16.30 | 491 | 50.15 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 7,136 | 23.27 | 7,336 | 59.20 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 641 | -3.46 | 659 | 24.62 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 248 | 255 | ||||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 313 | -1.57 | 322 | 26.88 | ||||
| 2025-07-17 | 13F | Exane资产管理公司 | 372 | -74.59 | 449 | -64.39 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 222 | -2.20 | 228 | 26.67 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 7,155 | 3.77 | 7,356 | 34.00 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 1,049 | -2.60 | 1,078 | 25.79 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 29,942 | -36.72 | 30,782 | -18.29 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 62,151 | -0.46 | 63,896 | 28.55 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 787 | -2.11 | 809 | 26.41 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 110 | 7.84 | 111 | 18.09 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 50 | 0.00 | 51 | 30.77 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 249 | 256 | ||||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 329 | 338 | ||||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 152,679 | 7.07 | 156,966 | 38.26 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 9 | 0.00 | 9 | 28.57 | ||||
| 2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 504 | -8.53 | 518 | 18.26 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 44,418 | 0.34 | 45,665 | 29.57 | ||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 8,361 | -5.94 | 8,596 | 21.47 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 7,943 | -1.54 | 8,166 | 27.16 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 4,229 | -2.96 | 4,348 | 25.31 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 4,358 | 0.00 | 4,162 | -6.24 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 1,014 | -24.22 | 773 | -18.20 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 336 | 341 |
