机构投资人持股和股东
The TJX Companies, Inc. (AT:TJXC) 有 3659 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 1,162,733,821 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Fmr Llc, Wellington Management Group Llp, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, Geode Capital Management, Llc, and Bank Of America Corp /de/ .
The TJX Companies, Inc. (WBAG:TJXC)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 106.86 / share. Previously, on May 9, 2025, the share price was 113.64 / share. This represents a decline of 5.97% 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。
更新频率：每日
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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 3949 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 8,304 | 11.34 | 1,025 | 12.89 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 142,945 | 0.54 | 17,652 | 1.94 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 23 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 32,264 | 7.44 | 3,984 | 8.94 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 23,532 | 0.51 | 2,906 | 1.89 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 2,162 | 0.00 | 267 | 1.14 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 685,118 | -0.51 | 88,161 | 2.60 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 195,301 | -0.03 | 24,113 | 1.37 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 216,117 | 0.32 | 26,688 | 3.93 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 4,483 | -0.53 | 554 | 0.91 | ||||
| 2025-08-13 | 13F | 米罗娃 | 28,326 | 79.80 | 3,498 | 82.33 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 111 | 0.91 | 14 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 17,218 | 9.96 | 2,126 | 11.48 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 16,115 | 9.06 | 1,990 | 10.62 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 80,968 | 32.95 | 9,999 | 34.80 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 5,594 | -81.93 | 691 | -81.70 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 22,160 | 8.96 | 2,737 | 10.46 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 485 | 142.50 | 60 | 145.83 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 49,953 | 100.82 | 6,169 | 103.63 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 3,641 | 69.51 | 450 | 72.03 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 67,384 | -1.80 | 8,321 | -0.44 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 72 | 350.00 | 9 | 700.00 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,026 | -82.32 | 130 | -82.02 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 41,555 | -4.69 | 5,132 | -3.37 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 12,511 | 1,511 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 1,257,482 | 4.46 | 155,286 | 5.91 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,352 | -4.18 | 9,568 | -1.20 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 334,787 | 4.24 | 41,338 | 5.74 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 17,478 | -0.17 | 2,158 | 1.22 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 1,221,560 | -0.75 | 150,850 | 0.62 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 1,644 | 203 | ||||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 7,676 | 0.01 | 948 | 1.39 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 7,800 | -22.00 | 1,004 | -19.57 | ||||
| 2025-06-26 | NP | HAVGX - 哈弗福德优质成长股票基金 哈弗福德优质成长股票基金 | 91,295 | 0.00 | 11,748 | 3.12 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 6,603 | 2.20 | 815 | 3.69 | ||||
| 2025-08-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 578 | -85.69 | 71 | -70.90 | ||||
| 2025-06-24 | NP | FCUPX - MainStay PineStone 美国 P 类股票基金 | 170,311 | -3.07 | 21,916 | -0.05 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 3,513 | 3.32 | 434 | 4.59 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 4,191 | -4.97 | 518 | -3.72 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 19,988 | -1.29 | 2,468 | 0.08 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,833 | 36.30 | 1,882 | 38.69 | ||||
| 2025-05-14 | 13F | 传奇财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 1,940 | -0.46 | 240 | 0.84 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 12,970 | -4.40 | 1,602 | -3.09 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 3,332 | -1.94 | 411 | -0.48 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 22,759 | -0.87 | 2,811 | 0.50 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 17,484 | -1.05 | 2,159 | 0.33 | ||||
| 2025-08-22 | NP | MLMIX - 全球核心投资组合 I 类 | 13,699 | 6.01 | 1,692 | 7.50 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 17,176 | 7.85 | 2,180 | 9.72 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 2,177 | 0.05 | 269 | 1.13 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 8,641 | 0.12 | 1,067 | 1.52 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 187,822 | 17.62 | 23 | 21.05 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 612,471 | -2.42 | 75,634 | -1.07 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 1,742 | -13.85 | 215 | -12.60 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,400 | 100.00 | 543 | 103.37 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 145,412 | 0.26 | 17,957 | 1.65 | ||||
| 2025-04-25 | 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 | 1,032 | 27.88 | 129 | 26.73 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 1,332,784 | 0.56 | 164,586 | 1.95 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,755,476 | -0.64 | 216,784 | 0.74 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 59,349 | -8.61 | 7,329 | -7.33 | ||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 24,500 | -26.48 | 3,153 | -24.19 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 916 | 1.44 | 113 | 3.67 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 473 | 18.25 | 58 | 20.83 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 6,101 | 1.11 | 753 | 2.59 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 2,212 | 0.00 | 273 | 1.49 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 362 | 0.00 | 44 | 2.33 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 9,443 | 69.47 | 1,166 | 71.98 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 251 | 0.00 | 31 | 0.00 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 8,324 | 1,028 | ||||||
| 2025-08-01 | 13F | 战略金融服务公司， | 13,491 | -0.06 | 1,666 | 1.34 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 14,567 | 0.28 | 1,799 | 1.64 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 54,138 | 108.22 | 6,686 | 111.15 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 1,013 | 0.00 | 125 | 2.46 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 48,345 | -10.83 | 5,970 | -9.59 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 35 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 37,769 | 4,664 | ||||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 1,777 | -4.05 | 219 | -2.67 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 38,130 | 2.69 | 4,709 | 4.11 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 9,975 | -0.32 | 1,232 | 1.07 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 57,055 | 7.54 | 7,240 | 9.38 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 13,176 | -1.81 | 1,627 | -0.43 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 18,646 | -84.55 | 2,271 | -84.42 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 1,643 | 0.00 | 203 | 1.00 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 176,458 | 22 | ||||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 2,427 | -59.60 | 300 | -59.10 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 39,288 | 0.09 | 4,852 | 1.49 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 38,557 | 8.71 | 4,761 | 10.23 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 2,500 | 309 | ||||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,632 | 202 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 9,630 | 2.33 | 1,244 | 4.01 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,328 | 0.30 | 288 | 1.77 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 3,011 | 0.03 | 0 | |||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 12,124 | 14.53 | 1,497 | 16.14 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 6,690 | 2.29 | 826 | 3.77 | ||||
| 2025-08-26 | NP | RXI - iShares 全球非必需消费品 ETF | 45,992 | -4.16 | 5,680 | -2.82 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 68 | 8 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 8,360 | 0.00 | 1,032 | 1.38 | ||||
| 2025-06-17 | NP | MINVX - 麦迪逊投资者基金 Y 类投资者基金 | 69,627 | 0.00 | 8,960 | 3.12 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 148,771 | 18.99 | 18,372 | 20.64 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,739 | 215 | ||||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -12,169 | -12.27 | -1,566 | -9.54 | |||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 48,454 | 1.14 | 5,984 | 2.54 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 259 | 0.00 | 32 | 0.00 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 35,617 | -0.38 | 4,398 | 1.01 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 59,938 | -67.63 | 7,402 | -67.19 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 202 | 0.00 | 26 | 0.00 | ||||
| 2025-08-20 | NP | MUNDX - Mundoval 基金 | 9,000 | -10.00 | 1,111 | -8.78 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 7 | 1 | ||||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 25,412 | -13.90 | 3,138 | -12.71 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,620 | 200 | ||||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 89,457 | -1.36 | 11,511 | 1.71 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 98,122 | 0.00 | 12,123 | 1.40 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 96 | 0.00 | 12 | 9.09 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 312 | 300.00 | 40 | 400.00 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 16,269 | 7.81 | 2,009 | 9.30 | ||||
| 2025-07-24 | 13F | 佛得角国际服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 28,755 | 10.96 | 3,551 | 12.48 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 15,554 | -0.81 | 1,894 | 0.00 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 399,700 | 11.09 | 49,359 | 12.63 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,938 | 239 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 13,895 | 33.02 | 1,788 | 37.22 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 6,804 | 6.90 | 840 | 8.39 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 912,057 | -3.14 | 112,630 | -1.80 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 10,123 | -74.37 | 1,256 | -73.99 | ||||
| 2025-05-13 | 13F | 洛伊特霍尔德集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 48,347 | -4.21 | 6 | -16.67 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 45,348 | 9.32 | 5,600 | 10.85 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 16,477 | 1.38 | 2,091 | 3.11 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 52,676 | -49.41 | 6,505 | -48.71 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 1,744 | 0.00 | 215 | 1.42 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 56,475 | 0.97 | 6,974 | 2.38 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 6,009 | -14.97 | 742 | -13.72 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 18,590 | -0.18 | 2,296 | 1.19 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 19,715 | -1.05 | 2,435 | 0.33 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 466 | -9.16 | 57 | -8.06 | ||||
| 2025-05-12 | 13F | 绿地资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 101,141 | -47.48 | 13,015 | -45.85 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 43,306 | 4.03 | 5,348 | 5.46 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 39,493 | 4,873 | ||||||
| 2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 380 | 47 | ||||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 30,359 | 367.93 | 3,749 | 374.56 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 161,400 | 19,914 | |||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 668,971 | 130.62 | 82,611 | 133.82 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 155,000 | 19,124 | |||||
| 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 | 78,696 | 4.28 | 10,127 | 7.53 | ||||
| 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 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,686 | 5.25 | 332 | 6.77 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 21,861 | -1.77 | 2,700 | -0.41 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 11,887 | 51.06 | 1,468 | 53.13 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 29,000 | -3.65 | 3,581 | -2.32 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 79,935 | -2.38 | 9,871 | -1.01 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 221,280 | 2.10 | 27,326 | 3.52 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 797,600 | 7.65 | 98 | 8.89 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 2,645 | -0.26 | 327 | 0.93 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 2,466 | -1.04 | 305 | 0.33 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 73 | 0.00 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 6,647 | 821 | 183.74 | |||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 19,400 | -1.85 | 2,496 | 1.22 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 13,622 | -4.06 | 1,682 | -2.72 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 168 | 0.00 | 0 | |||||
| 2025-06-24 | NP | FCGPX - MainStay PineStone 全球股票基金 P 级 | 12,513 | 81.66 | 1,610 | 87.43 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,406 | 0.07 | 544 | 1.49 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 28,862 | 3,663 | ||||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 可持续股票投资组合 I 类 | 72,139 | 0.00 | 8,908 | 1.39 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 14,180 | 0.00 | 1,751 | 1.39 | ||||
| 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 | 336,968 | 0.10 | 43,361 | 3.22 | ||||
| 2025-05-14 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 聚焦投资者有限责任公司 | 920,250 | -2.09 | 113,642 | -0.73 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 1,234 | 13.52 | 152 | 15.15 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 10,404 | 655.56 | 1,285 | 650.88 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 16 | 2 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 5,193,172 | 6.53 | 641,305 | 8.01 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 3,881 | -15.90 | 479 | -14.77 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 4,000 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 573 | -5.76 | 71 | -5.41 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,690 | 51.30 | 209 | 52.94 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 681 | 0.00 | 84 | 2.44 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 1,939 | 0.00 | 239 | 1.27 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 2,286 | 282 | ||||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 55,078 | 2.69 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 192,000 | 62.57 | 23,710 | 64.84 | |||
| 2025-07-07 | 13F | 企业银行信托公司 | 31,205 | -0.55 | 3,854 | 0.84 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 288,103 | -39.60 | 35,578 | -38.76 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 517,211 | 52.25 | 63,870 | 54.36 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 763,600 | -45.70 | 94,297 | -44.94 | |||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 14,420 | -11.85 | 1,781 | -10.64 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 423,600 | 38.30 | 52,310 | 40.21 | |||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 3,287 | 0.09 | 414 | 4.55 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 3,590 | 443 | ||||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 49,963 | -2.83 | 6,170 | -1.49 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 13,322 | 0.49 | 1,645 | 1.92 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 3,860 | 477 | ||||||
| 2025-08-14 | 13F | 德肖公司 | Put | 34,700 | -45.27 | 4,285 | -44.51 | |||
| 2025-08-14 | 13F | 德肖公司 | 2,143,570 | 2.14 | 264,709 | 3.56 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,222 | 3.11 | 274 | -0.72 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 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 | 135,297 | 5.24 | 17,410 | 8.53 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 582 | 22.01 | 75 | 25.42 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 2,569 | 0.00 | 317 | 1.60 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 96,300 | -38.23 | 11,892 | -37.37 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 24,622,083 | 14.18 | 3,040,581 | 15.76 | ||||
| 2025-07-18 | 13F | 联合银行 | 2,450 | -1.61 | 303 | -0.33 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 30,151 | 1.28 | 3,826 | 3.04 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,996 | 10.19 | 370 | 11.48 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 865,034 | 27.31 | 106,590 | 30.46 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 2,625 | -3.49 | 324 | -2.11 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 622,302 | -3.21 | 76,851 | -1.87 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,357 | -32.22 | 168 | -31.28 | ||||
| 2025-08-29 | NP | JORNX - 骏利亨德森全球精选基金 T 类 | 727,268 | 0.00 | 89,810 | 1.39 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 138,840 | 4.45 | 17,145 | 5.91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 52,359 | 1.60 | 6,466 | 3.00 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 44,595 | -10.08 | 5,738 | -7.27 | ||||
| 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 | 4,244 | 524 | ||||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 2,400 | 0.00 | 296 | 1.37 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,267,071 | -1.62 | 279,961 | -0.26 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 24,930 | -7.87 | 3,079 | -6.59 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 29,200 | -79.75 | 3,606 | -79.47 | |||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 300 | 0.00 | 37 | 2.78 | ||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 17,926 | -1.04 | 2,307 | 2.04 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 6,780 | 4.24 | 860 | 6.04 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 40,171 | 0.39 | 4,875 | -6.88 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 14,555 | 27.93 | 1,847 | 30.16 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-28 | NP | Acap战略基金 | 1,611,317 | 0.00 | 198,982 | 1.39 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 36,461 | 32.74 | 4,502 | 34.59 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 16,211 | -4.75 | 2,057 | -3.11 | ||||
| 2025-08-21 | NP | RTH - VanEck Vectors 零售 ETF | 97,292 | -1.70 | 12,015 | -0.33 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,059 | 0.05 | 254 | 1.60 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 12,633 | -6.51 | 1,560 | -5.17 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 12,675 | -0.90 | 1,565 | 0.51 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 26,091 | -19.21 | 3,222 | -18.10 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 34,184 | -7.47 | 4,221 | -6.18 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 5,176 | 1.53 | 648 | 0.78 | ||||
| 2025-07-28 | NP | NBCC - Neuberger Berman 下一代互联消费者 ETF | 1,750 | 0.00 | 222 | 1.83 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,943 | 242 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 88,714 | 5.45 | 10,955 | 6.91 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 34,980 | -1.17 | 4,320 | 0.21 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 80 | 0.00 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 21,026 | 0.29 | 2,597 | 1.68 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 7,539 | 183.95 | 931 | 187.93 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 1,707 | 208 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 10,836 | 46.14 | 1,338 | 48.17 | ||||
| 2025-05-13 | 13F | 佩里特资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential证券公司 | 7,264 | -5.36 | 691 | 10.38 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 2,019 | -84.13 | 249 | -83.93 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 25,503 | 0.00 | 3,149 | 1.38 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,651 | 70.30 | 575 | 63.82 | ||||
| 2025-08-13 | 13F | 安宏资本管理公司 /de/ | Call | 0 | -100.00 | 0 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 2,700 | 0.00 | 333 | 1.52 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 2,054 | 254 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 22,075 | 21.30 | 2,801 | 23.39 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 36,547 | -1.63 | 4,451 | -0.82 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 862,030 | -42.33 | 106,452 | -41.53 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 25,153 | -1.39 | 3,106 | 0.00 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 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 | 330,407 | -0.70 | 41,929 | 1.01 | ||||
| 2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 186,248 | -3.73 | 23,635 | -2.08 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 3,980 | 0.13 | 492 | 1.45 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 751 | 93 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 159,356 | 783.54 | 19,416 | 3.90 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 68 | 4.62 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 22,798 | 3.21 | 2,815 | 4.65 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 198,055 | 1.66 | 25,486 | 4.83 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 201,746 | -36.35 | 24,914 | -35.47 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 12,669 | 0.96 | 1,565 | -2.92 | ||||
| 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 | 35,389 | -34.58 | 4,370 | -33.68 | ||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 10,905 | -40.28 | 1,347 | -39.48 | ||||
| 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 | 125,286 | -64.14 | 15,899 | -63.53 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,479 | 34.00 | 306 | 36.00 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 5,138 | 0.00 | 634 | 1.44 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 6,589 | 0.66 | 814 | 2.01 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 49,815 | -17.54 | 6,152 | -16.39 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 138,685 | -2.58 | 17,126 | -1.22 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 153,800 | -40.92 | 18,993 | -40.10 | ||||
| 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 | 352,834 | 0.00 | 45,403 | 3.12 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 242 | 30 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,379,617 | 1.27 | 170,369 | 2.68 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 18,246 | -0.55 | 2,253 | 0.85 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 16,980 | -55.41 | 2,097 | -54.81 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 28,087 | -20.64 | 3,468 | -19.54 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 5,765 | 712 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 211,500 | 7.80 | 26,118 | 9.30 | ||||
| 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 | 4,952 | -62.22 | 628 | -61.59 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 23,630 | 0.00 | 2,918 | 1.39 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,802 | 18.46 | 828 | 19.48 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 13,557 | -2.44 | 1,674 | -1.06 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 4,421 | -4.68 | 546 | -3.37 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 4,098 | 0.05 | 506 | 1.61 | ||||
| 2025-05-14 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 37,056 | -6.22 | 4,576 | -4.15 | ||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 21,100 | 0.00 | 2,678 | 1.71 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 50,721 | -5.08 | 6,436 | -3.45 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 40,267 | 4,973 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 99 | 0.00 | 12 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 7,569 | 0.00 | 935 | 1.41 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 10,977 | 3.93 | 1,393 | 5.69 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 4,746 | -13.54 | 586 | -12.28 | ||||
| 2025-08-08 | 13F | 布罗根金融公司 | 0 | -100.00 | 0 | |||||
| 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 | 1,037 | 0.00 | 133 | 3.10 | ||||
| 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 | 44,806 | 0.00 | 5,766 | 3.11 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 56,985 | 7,037 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 424 | 52 | ||||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 6,080 | 0.00 | 759 | 10.33 | ||||
| 2025-08-12 | 13F | 联合银行 | 33,308 | -5.58 | 4,113 | -4.26 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,755 | 0.00 | 217 | 1.41 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 5,968 | 1.12 | 737 | 2.65 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 263,355 | 63.70 | 33,889 | 86.38 | ||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 46,000 | -36.11 | 5,919 | -34.12 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 55,033 | -0.60 | 6,796 | 0.79 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 17,139 | -35.84 | 2,175 | -34.75 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 328 | 0.00 | 41 | 5.13 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 94,972 | 29.83 | 12,221 | 33.87 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 25,084 | 23.51 | 3,098 | 25.23 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 18,750 | -0.76 | 2,315 | 0.61 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 16,833 | 84.75 | 2,080 | 87.30 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 52,512 | 89.43 | 6,485 | 93.67 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 249,254 | 8.85 | 31,630 | 10.72 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 3,561 | -67.95 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 2,338 | -2.05 | 289 | -0.69 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 1,992 | -47.43 | 246 | -36.20 | ||||
| 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 | 30,085 | 0.00 | 3,715 | 1.39 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 104,754 | 2.05 | 12,936 | 3.47 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 13,653 | 104.54 | 1,686 | 107.38 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 35,456 | 1.03 | 4,378 | 2.43 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 15,855 | -1.61 | 2,040 | 1.49 | ||||
| 2025-08-12 | 13F | 格雷厄姆资本财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 6,393 | 789 | ||||||
| 2025-06-23 | NP | IYC - iShares 美国消费者服务 ETF | 257,453 | -17.66 | 33,129 | -15.09 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 16,791 | 7.70 | 2,161 | 11.05 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 4,724 | 0.98 | 1 | |||||
| 2025-08-04 | 13F | Savoir Faire 资本管理有限合伙人 | 55,827 | 67.24 | 6,894 | 69.59 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 1,665 | -12.60 | 206 | -11.64 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 2,934 | 2.80 | 362 | 4.32 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 614 | 79 | ||||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 84,129 | 2.84 | 10,826 | 6.04 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 125,843 | -4.03 | 16 | -99.91 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 2,000 | 185.71 | 6 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 9,682 | -2.98 | 1,222 | -2.40 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 60,141 | -19.00 | 7,427 | -17.88 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 21,507 | -1.58 | 2,656 | -0.23 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 317,163 | 1.33 | 39,162 | 2.73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 237,902 | 0.00 | 29,379 | 1.39 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 2,240 | -9.90 | 288 | -7.10 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 9,631 | -0.15 | 1,189 | 1.28 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 9,525 | -2.95 | 1,176 | -1.59 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 4,189 | 0.00 | 517 | 1.37 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 440 | 0.00 | 54 | 1.89 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 3,652 | -4.99 | 451 | -3.85 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 2,454,452 | -14.14 | 303,100 | -12.95 | ||||
| 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 | 33,030 | -5.41 | 4,079 | -4.11 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 10,756 | 8.56 | 1,328 | 10.12 | ||||
| 2025-08-26 | NP | Profunds - Profunds 消费者服务副总裁 | 5,629 | -4.07 | 695 | -2.66 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,836 | 14.86 | 6,284 | 18.45 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 252 | 31 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 129,104 | 16,613 | ||||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 5,486 | 15.84 | 677 | 17.53 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 7,561 | 4.36 | 934 | 5.78 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 77,400 | 37.48 | 9,558 | 39.39 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,973 | -18.71 | 244 | -17.63 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 90,660 | 4.52 | 11,196 | 5.96 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 2,835 | 0.00 | 365 | 0.00 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 24,194 | 17.06 | 2,988 | 18.67 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 5,063 | 1.30 | 625 | 2.80 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 177 | 0.00 | 22 | 0.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 43,917 | -11.16 | 5,423 | -9.93 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 276,437 | -0.37 | 34,137 | 1.01 | ||||
| 2025-07-30 | NP | LEXI - Alexis 实用战术 ETF | 8,358 | -6.30 | 1,061 | -4.68 | ||||
| 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 | 157,951 | 0.00 | 20,325 | 3.12 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 280 | 0.00 | 35 | 0.00 | ||||
| 2025-04-17 | NP | FLFGX - 全球配置基金零售类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 287,434 | 31.32 | 35,495 | 33.14 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 第1620章 | 16,876 | -10.28 | 2,084 | -9.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 285,134 | 1.44 | 35,218 | 2.86 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 76,309 | 9,423 | ||||||
| 2025-08-14 | 13F | 车床资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 8,400 | -79.58 | 1,081 | -78.96 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 5,507 | 0.27 | 680 | 1.80 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 18,623 | -87.15 | 2,300 | -86.98 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 224 | 0.00 | 28 | 0.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 24,100 | -61.93 | 2,977 | -61.41 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 36,500 | -64.73 | 4,508 | -64.25 | |||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 33,381 | -5.64 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 2,350 | -3.17 | 290 | -1.02 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 48 | 6 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 35,987 | 0.00 | 4,444 | 1.39 | ||||
| 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 | 48,942 | 0.00 | 6,298 | 3.11 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 5,431 | -1.81 | 671 | -0.45 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 96,940 | 20.58 | 12,302 | 22.64 | ||||
| 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 | 693,025 | -1.01 | 89,178 | 2.08 | ||||
| 2025-07-22 | 13F | 摩羯座基金管理有限公司 | 41,499 | 50.91 | 5,125 | -36.72 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 46 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 10,000 | 1,235 | ||||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 2,593 | -12.49 | 320 | -11.11 | ||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 2,222 | -0.40 | 274 | 1.11 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 9,275 | 15.94 | 1,145 | 17.56 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 43 | 16.22 | 6 | 25.00 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 27,000 | -12.05 | 3,334 | -10.83 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 13,216,961 | -3.35 | 1,632,163 | -2.01 | ||||
| 2025-05-12 | 13F | RIA 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 218,544 | 2.73 | 26,988 | 4.15 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 3,143 | -16.34 | 388 | -15.10 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 1,815 | 0.00 | 224 | 1.36 | ||||
| 2025-06-27 | NP | 想要 - Direxion 每日非必需消费品牛市 3 倍股票 | 3,746 | -28.15 | 482 | -25.85 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 20,330 | 2,616 | ||||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 106,628 | 0.00 | 13,167 | 1.39 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 7,058 | -2.04 | 872 | -0.68 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,677 | -3.40 | 207 | -1.90 | ||||
| 2025-07-24 | 13F | 康宁公司 | 41,592 | 0.79 | 5,136 | 2.19 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,062,004 | 1.02 | 131,147 | 2.42 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 123,479 | 0.62 | 15,248 | 2.01 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 6,135 | 131.86 | 758 | 135.09 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 6,754 | -8.36 | 857 | -6.75 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 608 | 0.00 | 75 | 1.35 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 12,126 | 2.66 | 1,497 | 4.10 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 3,101 | -0.19 | 383 | 1.06 | ||||
| 2025-08-11 | 13F | 信托银行 | 25,730 | 2.64 | 3,177 | 4.06 | ||||
| 2025-08-14 | 13F | 富力资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 4,131 | 10.72 | 510 | 12.33 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 433,845 | -3.76 | 53,576 | -2.42 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 74,662 | 70.28 | 9,608 | 75.60 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 53,208 | -7.29 | 6,571 | -6.01 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 71,935 | 4.40 | 8,883 | 9.06 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 1,390,390 | 2.67 | 171,697 | 4.13 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 2,261,581 | -1.67 | 279,283 | -3.24 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,755 | 0.00 | 340 | 1.49 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 12,983 | 1,155.61 | 1,603 | 1,182.40 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 2,194 | 28.00 | 271 | 29.81 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 319,080 | -17.24 | 39,403 | -91.61 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 1,627 | -35.89 | 201 | -35.28 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 3,506 | 2.07 | 427 | 3.14 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 72,082 | 0.00 | 8,901 | 1.39 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 9,002 | 3.01 | 1,112 | 4.42 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 9 | 1 | ||||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 5,022 | 620 | ||||||
| 2025-08-14 | 13F | 联信银行 | 476,852 | -0.96 | 58,886 | 0.41 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,844 | 0.64 | 351 | 2.03 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,544 | 1,204.62 | 327 | 1,262.50 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 1,230,877 | 0.00 | 152,001 | 1.39 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 194,310 | 3.09 | 23,995 | 4.53 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 4,928 | 609 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 69,930 | 8,636 | ||||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 42,572 | -3.54 | 5,257 | -2.20 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 374,562 | 0.00 | 46,255 | 1.39 | ||||
| 2025-05-12 | 13F | 大通投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 13,775 | -2.01 | 1,773 | 1.03 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 4,856 | -1.80 | 600 | -0.50 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 4,501 | -3.97 | 556 | -2.63 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 6,153 | -40.60 | 760 | -39.81 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 3,343 | 31.36 | 413 | 33.33 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 67,420 | -1.05 | 8,326 | 0.33 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,503 | 3.52 | 433 | 4.85 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 30,528 | -0.12 | 3,770 | 1.26 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 38,270 | 2.46 | 4,726 | 3.87 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 10,125 | -5.81 | 1,250 | -4.51 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,732 | 6.43 | 337 | 8.01 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 38,307 | -0.20 | 4,731 | 1.18 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 18,337 | 0.00 | 2,264 | 1.39 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 9,081,087 | 0.89 | 1,121,423 | 2.29 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 399 | 33.44 | 49 | 36.11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 191 | 24 | ||||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 270 | 0.00 | 33 | 3.13 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,577 | 0.00 | 6,038 | 1.72 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 14,129 | 2.70 | 1,745 | 4.12 | ||||
| 2025-08-22 | NP | MUOIX - 美国核心投资组合 I 类 | 123,897 | 1.29 | 15,300 | 2.70 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 150,252 | -13.58 | 18,555 | -12.39 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 3,278 | 13.86 | 404 | 15.43 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,453 | 3.33 | 303 | 4.50 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 4,041 | -42.80 | 499 | -41.98 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 1,631 | 201 | ||||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 51 | 0.00 | 6 | 0.00 | ||||
| 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 | 59,276 | -54.81 | 7,320 | -54.19 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 2,159 | 28.51 | 267 | 30.39 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 91,057 | -2.68 | 11,245 | -1.33 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 81,514 | 61.28 | 10,066 | 63.54 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 303,059 | -5.61 | 38,458 | -3.99 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 13,147 | 10.51 | 1,624 | 12.01 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 941 | -84.25 | 116 | -71.14 | ||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 13,866 | -5.66 | 1,784 | -2.73 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 1,453 | 9.50 | 179 | 11.18 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 11,670 | -6.49 | 1,502 | -3.60 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 6,615 | -1.00 | 851 | 2.16 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 5,422 | 24.16 | 685 | 22.10 | ||||
| 2025-08-05 | 13F | 好事达公司 | 2,231 | -90.82 | 276 | -90.71 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 122 | 0.00 | 15 | 7.14 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 10,997 | -3.08 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 12,690 | 0.50 | 1,567 | 1.95 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 29,013 | 0.97 | 3,583 | 2.37 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 71,948 | 4.85 | 9,258 | 8.13 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 1,700 | -59.44 | 219 | -58.24 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 866,500 | 0.00 | 107,004 | 1.39 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 29,646 | 3.84 | 3,661 | 5.26 | ||||
| 2025-05-22 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 22,319 | -6.03 | 2,718 | -5.26 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 53,869 | -2.23 | 6,652 | -0.86 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 296,465 | 7.41 | 38,149 | 10.76 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 2,698 | 18.07 | 333 | 19.78 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 18,244 | -2.59 | 2,253 | -1.27 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 3,494 | -19.77 | 426 | -19.20 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 5,545 | 23.22 | 685 | 24.82 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 670,686 | 6.95 | 85,110 | 8.78 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 18,754 | 2,316 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 20,456 | 175.95 | 2,526 | 180.04 | ||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 5,309 | 0.00 | 656 | 1.39 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,720,731 | -0.97 | 212,493 | 0.40 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 141,463 | 6.53 | 17,469 | 8.01 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 零售基金可变年金 | 765 | -0.26 | 94 | 1.08 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 30,299 | -10.93 | 3,742 | -9.70 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 58,345 | 4.96 | 7,404 | 6.75 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 1,532 | -2.36 | 189 | -1.05 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 2,785,678 | -9.17 | 344,003 | -7.91 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 3,958 | 147.99 | 489 | 151.55 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 113 | 0.00 | 14 | 0.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 41,977 | 0.00 | 5,184 | -2.68 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 77,075 | 0.32 | 9,518 | 1.71 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 135,012 | -8.22 | 16,848 | 1.34 | ||||
| 2025-05-01 | 13F | 基数战略财富指南 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥兹克银行 | 22,213 | -0.66 | 2,743 | 0.73 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 4,803 | -6.57 | 593 | -2.47 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 111,197 | -13.42 | 14,060 | -11.71 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 16,760 | 1,430.59 | 2,112 | 36.81 | ||||
| 2025-06-23 | NP | 税务管理多股成长投资组合 - 税务管理多股成长投资组合 | 44,664 | 0.00 | 5,747 | 3.12 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 130 | 0.00 | 16 | 6.67 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 76,602 | 3.15 | 9,460 | 4.59 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 245 | 0.00 | 32 | 3.33 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 11,577 | 2.76 | 1,430 | 4.15 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 27,221 | 13.85 | 3,362 | 15.42 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 30,600 | -59.58 | 3,779 | -59.02 | |||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 212,723 | -9.33 | 26,269 | -8.07 | ||||
| 2025-08-28 | NP | JEQIX - 约翰逊股票收益基金 | 65,485 | 0.00 | 8,087 | 1.38 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 54,366 | 2.60 | 6,714 | 4.01 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 26,000 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 3,057 | -0.49 | 378 | 0.80 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 1,406 | -17.05 | 178 | -15.64 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 969 | -18.43 | 120 | -17.36 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 6,470 | 3.94 | 799 | 5.28 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 10,164 | 0.34 | 1,255 | 1.78 | ||||
| 2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 2,069 | 263 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 38,007 | -7.19 | 4,693 | -5.91 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 2,942,078 | 1.25 | 363,317 | 2.65 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 19,765 | -5.07 | 2,508 | -3.43 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 11,298 | 0.00 | 1,454 | 3.12 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 893 | -1.22 | 113 | 0.89 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 8,565 | 19.94 | 1,058 | 21.63 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 37,054 | 4.96 | 4,576 | 6.42 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 369,797 | 4.69 | 47,585 | 7.96 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 10,911,863 | -7.94 | 1,348 | -6.65 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 830,067 | 14.06 | 102,505 | 15.34 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 7,600 | 0.00 | 964 | 0.94 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 1,373 | 32.27 | 170 | 34.13 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 80,457 | 10,353 | ||||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 12,153 | -1.03 | 2 | 0.00 | ||||
| 2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 358,079 | -14.00 | 44,219 | -12.80 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 519 | -77.75 | 64 | -77.46 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 210,474 | 5.75 | 25,991 | 7.22 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 71,805 | 15.36 | 8,867 | 16.96 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 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 | 14,894 | 3.04 | 1,917 | 6.27 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 107,699 | 2.55 | 13,300 | 3.97 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 31,334 | -3.40 | 3,976 | -1.73 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 68,797 | -5.81 | 8,853 | -2.87 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced：金彩虹基金零售类 | 15,000 | 0.00 | 1,852 | 1.37 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,731 | 0.00 | 337 | |||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 4,509 | 31.61 | 557 | 33.33 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 891,249 | -1.56 | 110,060 | -0.19 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 196,938 | 4.20 | 24,320 | 5.64 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 3,436 | -0.29 | 424 | 1.19 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 408,307 | 2.30 | 50,421 | 3.72 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 128,160 | 30.28 | 15,826 | 32.09 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 28,470 | 0.00 | 3,516 | 1.38 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 1,762 | 0.06 | 218 | 1.40 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 646,637 | 6.71 | 79,855 | 8.19 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 2,006 | 0.05 | 248 | 1.23 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 12,547 | -11.59 | 1,615 | -8.87 | ||||
| 2025-08-28 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 1,447,901 | 7.29 | 178,801 | 8.78 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 37,764 | 4,663 | ||||||
| 2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 144,057 | -78.62 | 18,281 | -66.10 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 494,286 | -0.78 | 61,039 | 0.60 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 26,855 | -38.68 | 3,456 | -36.78 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 3,459 | 72.95 | 445 | 78.71 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 3,863 | 0.21 | 477 | 1.49 | ||||
| 2025-07-22 | 13F | 遗产信托 | 14,143 | -15.31 | 1,747 | -14.12 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 779,817 | -0.16 | 96,280 | 1.24 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 40,044 | 300.00 | 4,945 | 305.66 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 2,745 | 0.00 | 348 | 1.75 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 11,399 | -1.96 | 1,408 | -0.64 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 2,699,156 | 164.50 | 333,319 | 168.17 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 86,010 | 2.61 | 10,621 | 4.04 | ||||
| 2025-08-14 | NP | CCGSX - 肖托夸全球增长基金投资者类别 | 95,916 | 0.00 | 11,845 | 1.39 | ||||
| 2025-05-28 | NP | TLGQX - 成长股票基金 | 12,635 | -17.68 | 1,539 | -17.04 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 607,754 | 3.81 | 75,052 | 5.25 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,900 | 0.00 | 235 | 1.30 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 2,244 | -8.82 | 277 | -7.36 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,832 | 0.00 | 226 | 1.35 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 870 | 0.46 | 107 | 1.90 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 106 | 13 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 32,700 | -0.67 | 4,038 | 0.72 | ||||
| 2025-08-26 | NP | WPSGX - AB集中成长基金顾问级 | 162,245 | -11.51 | 20,036 | -10.28 | ||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 2,114 | 1.63 | 261 | 3.16 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 9,158,875 | -16.17 | 1,131,029 | -15.01 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 8,744 | -24.58 | 1,080 | -23.58 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 4,130 | 0.00 | 510 | 1.39 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 42,395 | 5,235 | ||||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 69,381 | -11.66 | 8,568 | -10.44 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 2,811 | 20.90 | 347 | 22.61 | ||||
| 2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 47,000 | 0.00 | 5,804 | 1.40 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 479,524 | 4,187.59 | 59,216 | 4,247.72 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 593 | -47.85 | 76 | -28.30 | ||||
| 2025-05-12 | 13F | 金刚狼资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 35,402 | -1.02 | 4,372 | 0.34 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,046,803 | 1.90 | 129,270 | 3.31 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 163 | -39.63 | 21 | -39.39 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 49,632 | 73.14 | 6,129 | 75.57 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 7,762 | 24.97 | 959 | 26.72 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 58,082 | 7.77 | 7 | 16.67 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 474 | -29.67 | 59 | -29.27 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 30 | 0.00 | 4 | 0.00 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 239,964 | 1.07 | 30,879 | 4.22 | ||||
| 2025-07-24 | NP | PROVX - 公积金信托策略基金 | 61,045 | 0.00 | 7,538 | 1.39 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 116,256 | 1.26 | 14,356 | 2.67 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 74,122 | 6.88 | 9,406 | 8.73 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 32,865 | 0.35 | 4,059 | 1.73 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,303,569 | 1.99 | 160,978 | 3.41 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 80 | 0.00 | 10 | 0.00 | ||||
| 2025-07-30 | NP | RFDA - RiverFront 动态美国股息优势 ETF | 7,994 | -6.89 | 1,014 | -5.32 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 5,634,215 | -7.35 | 695,769 | -6.06 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 236,740 | -3.48 | 29,235 | -2.15 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 2,878 | 1.73 | 355 | 3.20 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 533 | -38.52 | 66 | -38.10 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 400,164 | -16.32 | 51,493 | -13.71 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 34,374 | -18.24 | 4,423 | -15.69 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 472 | 33.71 | 58 | 38.10 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 664,826 | 17.19 | 82,099 | 18.82 | ||||
| 2025-08-06 | 13F | 南州公司 | 198,116 | 1.88 | 24,465 | 3.30 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 6,924 | 0.29 | 855 | 1.79 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 238,047 | -1.80 | 29,396 | -0.44 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 22,032 | -12.21 | 2,721 | -10.99 | ||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 22,305 | 0.00 | 2,870 | 3.13 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 13 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 138,222 | 24.20 | 17,069 | 25.92 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 6,769 | 61.36 | 836 | 63.73 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 7,800 | -4.38 | 963 | -3.02 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 19,766 | -2.16 | 2,441 | -0.81 | ||||
| 2025-08-14 | 13F | Xponance公司 | 227,014 | 1.05 | 28,034 | 2.45 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 33,343 | 0.73 | 4,118 | 2.13 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 37,184 | -0.96 | 4,592 | 0.42 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 55,714 | -27.03 | 6,880 | -26.01 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 29,101 | 3,594 | ||||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 32,514 | 18.92 | 4,184 | 22.63 | ||||
| 2025-08-08 | 13F | 佩蒂克斯和博特公司 | 4,258 | 0.00 | 526 | 1.35 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 25,842 | -4.17 | 3,191 | -2.83 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 12,773 | 11.63 | 1,577 | 13.21 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 214 | 0.00 | 26 | 0.00 | ||||
| 2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 17,817 | -9.46 | 2,200 | -8.18 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 5,582 | 0.00 | 689 | 1.47 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 20,454 | 11.58 | 2,596 | 13.47 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,149 | 5.66 | 4,207 | 7.46 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 12,336 | 3.92 | 1,523 | 5.40 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 17,673 | -35.15 | 2,182 | -34.26 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 2,946 | -9.02 | 364 | -7.87 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 2,011,893 | 5.70 | 248 | 11.76 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 39,231 | -8.68 | 4,845 | -7.42 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 52,580 | 181.10 | 5,333 | 203.99 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 59,574 | 15.70 | 7,357 | 17.30 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 3,177 | 4.99 | 403 | 6.90 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 7,058 | -2.04 | 872 | -0.68 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 4,952 | -2.75 | 612 | -1.45 | ||||
| 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 | 15,816 | -8.68 | 2,007 | -7.08 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 19,726 | 7.88 | 2,434 | 12.59 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 2,636 | -9.23 | 326 | -7.93 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 149,579 | 2.82 | 18,471 | 4.25 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,380 | -23.12 | 178 | -20.63 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 80,475 | -9.29 | 9,802 | -8.55 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 7,830 | 18.01 | 3,425 | 323.76 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 271 | -15.58 | 33 | -15.38 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 745 | 72.85 | 93 | 76.92 | ||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 19,320 | 0.33 | 2,538 | 126,800.00 | ||||
| 2025-07-23 | 13F | 巅峰财务管理公司 | 2,177 | 0.51 | 269 | 1.90 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 825 | 10.29 | 102 | 10.99 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 633,315 | -11.67 | 80,368 | -10.15 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 2,010 | 0.00 | 248 | 1.64 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 2,115 | 2.82 | 272 | 6.25 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 10,956 | -6.95 | 1,353 | -5.72 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 1,328 | 4.73 | 169 | 6.33 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 120,048 | 48.43 | 14,825 | 50.50 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 78,840 | 0.00 | 10,145 | 3.12 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 3,170 | 0.00 | 391 | 1.30 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 1,805 | 226 | ||||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 54 | -37.21 | 7 | -40.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 17,419 | 4.52 | 2,241 | 7.79 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 288,734 | 82.02 | 35,656 | 84.55 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 13,521 | 0.00 | 1,670 | 1.40 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 124 | 0.00 | 15 | 0.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 351,468 | 24.69 | 43 | 26.47 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 46,732 | 33.24 | 5,785 | 35.42 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 1,001,108 | -0.97 | 123,627 | 0.40 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 3,463 | 11.96 | 446 | 15.58 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 3,381,700 | 6.66 | 417,606 | 8.14 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 43,653 | 0.30 | 5,391 | 1.68 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 6,020 | -2.89 | 743 | -1.59 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,940 | 1.52 | 636 | 4.61 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 173 | 22 | ||||||
| 2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 1,736 | -0.12 | 214 | -4.04 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 10,713 | -2.51 | 1,323 | -1.20 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 18,686 | -1.92 | 2,308 | -0.56 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 4,329 | 3.84 | 535 | 5.33 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 15,090 | 14.74 | 1,863 | 16.36 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 20,651 | -8.42 | 2,550 | -7.14 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 5,528 | -0.66 | 683 | 0.74 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 10,843 | -2.80 | 1,339 | -1.47 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 6,972,681 | 0.18 | 861,056 | 1.57 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 2,900 | -36.96 | 358 | -36.07 | |||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 8,457 | -1.16 | 1,044 | 0.19 | ||||
| 2025-07-22 | NP | GBUY - 高盛未来消费者股票 ETF | 3,854 | -52.51 | 489 | -51.68 | ||||
| 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 | 2,490,684 | 0.37 | 320,501 | 3.50 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 244,689 | 13.30 | 30,217 | 14.87 | ||||
| 2025-08-14 | 13F | 马什菲尔德联合公司 | 1,068,130 | -3.58 | 131,903 | -2.24 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 458,929 | 240.83 | 56,673 | 245.57 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 57,356 | 14.83 | 7,278 | 16.80 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司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 | 810,890 | -4.04 | 102,902 | -2.40 | ||||
| 2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 71,000 | 9,136 | ||||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 78,048 | -3.18 | 9,638 | -1.83 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 100 | 0.00 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 851,659 | -9.29 | 105,171 | -8.03 | ||||
| 2025-08-13 | 13F | Ycg有限公司 | 2,000 | 0.00 | 247 | 1.23 | ||||
| 2025-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 23,014 | 4.32 | 2,841 | 5.73 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 4,842 | 0.04 | 598 | 1.36 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 1,023 | -7.00 | 126 | -5.26 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 7,362,700 | -0.49 | 909,220 | 0.89 | ||||
| 2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 阿米投资管理公司 | 31,882 | -4.79 | 3,937 | -3.46 |
