机构投资人持股和股东
Tractor Supply Company (AT:TSCO) 有 1965 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 619,081,632 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Wellington Management Group Llp, Capital International Investors, State Street Corp, Capital World Investors, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, Invesco Ltd., and VFINX - Vanguard 500 Index Fund Investor Shares .
Tractor Supply Company (WBAG:TSCO)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 49.52 / share. Previously, on May 9, 2025, the share price was 45.06 / share. This represents an increase of 9.89% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 16,489 | 1.31 | 870 | -2.90 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 70 | 0.00 | 4 | 0.00 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,339 | -21.24 | 68 | -27.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 8,986 | -7.50 | 474 | -11.40 | ||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 阿维斯塔资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 9,390 | -27.04 | 496 | -30.18 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 89,603 | -5.22 | 4,536 | -11.75 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 14,938 | -55.44 | 788 | -57.34 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,976,484 | -5.56 | 104,299 | -9.56 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 269,801 | 1.28 | 14,237 | -3.00 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 1,072,814 | 8.98 | 51,924 | -4.71 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 8,500 | -9.29 | 449 | -13.18 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 4,367 | -77.02 | 230 | -78.03 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 3,700 | 3,600.00 | 195 | 3,800.00 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 17,800 | -55.28 | 939 | -57.16 | |||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 15,647 | 0.66 | 826 | -3.62 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 130,020 | 6,861 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 79,391 | 19.56 | 4,187 | 14.47 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 231,723 | -4.63 | 12,228 | -8.66 | ||||
| 2025-08-12 | 13F | 马克西投资CY有限公司 | 38,000 | -15.56 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 15,819 | 4.57 | 1 | |||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 27,224 | 14.90 | 1,318 | 0.46 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 27,272 | -0.46 | 1,320 | -12.99 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,449 | -3.54 | 129 | -7.19 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 57,936 | -60.83 | 3,057 | -62.49 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 20 | 33.33 | 1 | |||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 10,398 | 0.57 | 549 | -3.69 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 18,965 | -0.26 | 1,001 | -4.49 | ||||
| 2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 614,999 | -14.69 | 31,131 | -20.56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 6,738 | 0.00 | 356 | -4.31 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 69,221 | 0.00 | 3,653 | -4.25 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,543 | 11.14 | 4,092 | -2.83 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 6,000 | 0.00 | 317 | -4.24 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 948 | 14.08 | 50 | 11.11 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 16,740 | 2.67 | 883 | -1.67 | ||||
| 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 | 101,515 | 1.93 | 5,357 | -2.39 | ||||
| 2025-08-14 | 13F | 韦奇伍德合伙公司 | 472,766 | -1.52 | 28,130 | 14.04 | ||||
| 2025-05-13 | 13F | Semanteon 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 3,684 | -61.55 | 194 | -63.19 | ||||
| 2025-07-11 | 13F | 春天资本管理有限公司 | 18,000 | 0.00 | 950 | -4.24 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 528,396 | -74.40 | 27,881 | -75.49 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 80 | 0.00 | 4 | 0.00 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 25,881 | 1,373 | ||||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 27,200 | 5.43 | 1,435 | 0.99 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 10,955 | 0.00 | 578 | -4.15 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 40,264 | -44.52 | 2,125 | -46.89 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 33,042 | 33.56 | 1,744 | 27.88 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 833,179 | 4.49 | 43,967 | 0.08 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,325 | -3.43 | 0 | |||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 6,940 | -0.72 | 366 | -4.95 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 169,728 | 9.33 | 8,957 | 4.70 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 1,004,174 | 13.51 | 52,990 | 8.71 | ||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 89,984 | -25.21 | 4,748 | -28.38 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 4,284 | -0.63 | 226 | -4.64 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 16,153 | -28.84 | 852 | -31.84 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 307 | 18.08 | 16 | 14.29 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 144,989 | 8.47 | 7,339 | 1.00 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 18,200,810 | -7.19 | 960,457 | -11.12 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 8,515 | 16.87 | 431 | 8.84 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 18,200 | -45.83 | 960 | -48.14 | |||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 130,436 | -0.97 | 6,883 | -5.15 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 30,700 | -73.81 | 1,620 | -74.91 | |||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 14,452 | 4.61 | 763 | 0.13 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 118,977 | -90.79 | 6,278 | -91.18 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 31,985 | -1.93 | 1,688 | -6.12 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 3,040 | 0.00 | 147 | -12.50 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,817 | -11.86 | 149 | -15.91 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 10,317 | 10.67 | 558 | 8.58 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 14,857 | -29.12 | 784 | -32.12 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 34,951 | -5.53 | 1,844 | -9.52 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 192,576 | 6.07 | 10,131 | 1.73 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 2,027,747 | 102,645 | ||||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 16,106 | 3.62 | 1 | |||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 299 | -24.87 | 14 | -36.36 | ||||
| 2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 350,743 | 4.29 | 18,509 | -0.12 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,495 | 0.00 | 228 | -6.97 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 437,626 | 1.01 | 23,094 | -3.26 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 25,510,968 | -7.58 | 1,346,214 | -11.49 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 173,725 | 7.08 | 9,167 | 2.55 | ||||
| 2025-03-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,760 | 94.82 | 204 | -60.16 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 179,687 | 1.79 | 9,482 | -2.52 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 62,021 | -1.70 | 3,273 | -5.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 47,365 | 0.83 | 2,499 | -3.44 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 111,355 | 0.00 | 5,876 | -4.22 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 59,531 | -34.38 | 3 | -25.00 | ||||
| 2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 6,458 | 341 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 812,818 | 0.05 | 42,892 | -4.18 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 161,608 | 4.50 | 8,528 | 0.08 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 6,607 | -1.55 | 349 | -5.69 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,797,901 | 5.67 | 91,010 | -1.60 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 1,024,470 | 2.05 | 54,061 | -2.26 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 51,532 | -8.87 | 2,719 | -12.71 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 7,087 | -5.00 | 374 | -9.25 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 161,398 | -9.14 | 8,517 | -12.99 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 11,809 | 168.02 | 623 | 157.44 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 22,200 | -58.19 | 1,171 | -59.97 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 21,400 | -31.41 | 1,129 | -34.32 | |||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 7,354 | 12.77 | 388 | 8.08 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 153,797 | 4.73 | 8,116 | 0.30 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 9,160 | 0.00 | 443 | -12.62 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,491 | 0.99 | 237 | -3.27 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,164 | 7.07 | 395 | -6.40 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 4,125 | 0.00 | 218 | -4.41 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 22,302 | 1,129 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 26,779 | -21.73 | 1,413 | -25.04 | ||||
| 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 | 462,636 | -0.90 | 23,419 | -7.72 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 12,852 | 678 | ||||||
| 2025-08-05 | 13F | 核心另类资本 | 25,570 | 10.62 | 1,349 | 5.97 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 35,150 | -40.42 | 1,855 | -42.95 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 22,524 | -34.92 | 1,189 | -37.70 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,825 | 2.33 | 2,893 | -2.00 | ||||
| 2025-08-08 | 13F | 卡尔·谢尔有限公司 | 6,000 | 0.00 | 317 | -4.24 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 46,429 | 3.56 | 2,247 | -9.43 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 11,060 | 2.08 | 584 | -2.35 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 75 | 0.00 | 4 | -25.00 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 682,288 | -11.78 | 36,004 | -15.51 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 7,844 | -11.04 | 380 | -22.34 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 43,537 | -6.74 | 2,297 | -10.69 | ||||
| 2025-04-30 | 13F | 法雷奥财务顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | 联合银行 | 116,732 | -4.98 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 58 | 5.45 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 30,304 | 1.94 | 1,599 | -2.32 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Put | 686 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 988 | 0.00 | 52 | -3.70 | ||||
| 2025-05-12 | 13F | 普罗维登斯第一信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 390 | 0.52 | 23 | 21.05 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 228,347 | 1.92 | 12,050 | -2.39 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 18,001 | 0.72 | 955 | -2.95 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 5,418 | 286 | ||||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 1,493,836 | -49.17 | 78,830 | -51.32 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 4,096 | 216 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 58,789 | -1.28 | 3,102 | -5.46 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 7,754 | -4.34 | 409 | -8.30 | ||||
| 2025-06-23 | NP | IYC - iShares 美国消费者服务 ETF | 121,244 | -18.50 | 6,137 | -24.10 | ||||
| 2025-06-27 | NP | RETL - Direxion 每日零售牛市 3 倍股票 | 5,642 | -19.70 | 286 | -25.20 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 4,754 | 0.00 | 251 | -4.21 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,618 | 10.37 | 275 | 33.66 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 25,922 | -81.40 | 1,368 | -82.19 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,169 | -21.23 | 83 | 1.23 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 19,978 | 0.92 | 1,011 | -6.04 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 32,890 | 0.00 | 1,736 | -4.25 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 46,087 | -2.26 | 2,432 | -6.39 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 13,250 | 0.00 | 699 | -4.25 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 4,412 | 233 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 457,357 | 10.45 | 24,135 | 7.19 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 3,457,136 | 9.72 | 182,433 | 5.08 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 9,770 | 7,716.00 | 516 | 8,483.33 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 16,914 | -0.45 | 893 | -4.70 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 3,352 | 0.03 | 177 | -4.35 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 307,737 | -17.23 | 16 | -20.00 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 42 | 2 | ||||||
| 2025-08-14 | 13F | 对称投资有限公司 | 12,000 | 633 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 490 | 26 | ||||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 3,226 | 35.38 | 170 | 29.77 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 20,735 | -0.10 | 1,142 | 3.72 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 140 | 0.00 | 7 | 0.00 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 75 | -3.85 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 81,658 | 74.34 | 4,309 | 67.02 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 907,776 | 355.04 | 47,903 | 335.80 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 52,914 | -1.08 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 514,038 | -13.76 | 27,126 | -17.41 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -626 | -58.41 | -33 | -59.76 | |||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 353,623 | 61.57 | 18,668 | 54.70 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 4,434 | 0.32 | 234 | -4.12 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 195,025 | 1.03 | 10,291 | -3.24 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 5,042 | -7.49 | 266 | -11.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,485 | 0.00 | 78 | -3.70 | ||||
| 2025-08-05 | 13F | 达林 |奥斯马诺有限责任公司 | 5,000 | 0.00 | 264 | -4.36 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 73,781 | -7.84 | 3,893 | -11.74 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 160,698 | -1.90 | 8,480 | -6.05 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 130,035 | 6.44 | 6,862 | 1.93 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 3,944 | 0 | ||||||
| 2025-05-05 | 13F | 杰克逊溪投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 德肖公司 | Call | 50,000 | -36.31 | 2,638 | -39.01 | |||
| 2025-08-14 | 13F | 德肖公司 | 456,622 | 24,096 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 6,750 | 356 | ||||||
| 2025-08-14 | 13F | 野村控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 6,703 | 10.56 | 354 | 5.69 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 4,840 | 0.00 | 255 | -4.14 | ||||
| 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 | 1,188,242 | 0.91 | 60,149 | -6.04 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 6,211 | -16.50 | 328 | -20.05 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 5 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 遗产信托公司 | 33,970 | -0.45 | 1,793 | -4.68 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 8,285 | -84.10 | 457 | -83.50 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,717 | 0.70 | 91 | -3.23 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 1,546 | -23.54 | 82 | -27.03 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,162 | 1.64 | 167 | -2.92 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 28,825 | 67.00 | 1,521 | 59.94 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 10,985 | 3.58 | 580 | -0.86 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 776,800 | -1.66 | 40,992 | -5.82 | |||
| 2025-05-06 | 13F | MCF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,397,497 | 26.36 | 126,516 | 21.01 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 763,200 | 0.91 | 40,274 | -3.35 | |||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 7,226 | 8.42 | 350 | -5.16 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 5,000 | 0.00 | 264 | -4.36 | ||||
| 2025-08-26 | NP | SMIG - AAM Bahl & Gaynor 中小型股收入增长 ETF | 92,183 | 12.34 | 4,864 | 7.59 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,973 | -6.34 | 1,011 | -12.77 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 153,390 | 95.93 | 8,094 | 87.67 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -12,601 | -665 | |||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 45 | 0.00 | 2 | 0.00 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -5,058 | 24.55 | -256 | 16.36 | |||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 77,868 | 10.27 | 4,109 | 5.63 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 24,023 | 0.00 | 1,163 | -12.57 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 8 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 10,723 | -1.11 | 566 | -5.36 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 10,700 | -68.71 | 565 | -70.06 | |||
| 2025-05-07 | 13F | 西北银行股份公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 11,874 | 627 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 8,800 | -32.82 | 464 | -35.64 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 119,000 | 0.00 | 6,280 | -4.23 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 12,671 | 669 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 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 | 9,057 | 2.82 | 438 | -10.06 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,399 | 2.27 | 74 | -2.67 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,348 | 157.74 | 65 | 132.14 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,535,440 | 1,541 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 134 | -18.79 | 7 | -22.22 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 13 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 78,022 | -1.78 | 4,120 | -5.79 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 35,290 | 5.96 | 1,708 | -7.33 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 475 | 0.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 15,337 | 0.00 | 809 | -4.26 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 1,005 | 7,630.77 | 53 | |||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 3,905 | -0.76 | 0 | |||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 19,485 | -30.47 | 943 | -39.20 | ||||
| 2025-04-30 | 13F | 法雷奥财务顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 55,749 | -0.37 | 2,942 | -4.61 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 5,563 | 0.00 | 294 | -4.25 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 67 | 3 | ||||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 115,723 | 6,107 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 66,439 | -2.82 | 3,506 | -6.93 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 6,035,795 | 0.75 | 318,509 | -3.51 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 122 | -31.84 | 6 | -33.33 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 60,781 | -45.03 | 3 | -50.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 125,200 | -34.83 | 6,474 | -36.97 | |||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors 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 | 3,325,000 | 0.00 | 175,460 | -4.23 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 58,956 | -3.27 | 3,111 | -7.36 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 123,400 | -9.99 | 6,381 | -12.95 | |||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 8,805 | -0.96 | 465 | 2.43 | ||||
| 2025-05-14 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,998 | -16.54 | 369 | -20.13 | ||||
| 2025-08-05 | 13F | 斯皮斯索森资本集团公司 | 254,789 | 2.06 | 13 | 0.00 | ||||
| 2025-05-08 | 13F | 大谷顾问集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 6,015 | 1.64 | 329 | 0.61 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 5,998 | 0.00 | 317 | -4.24 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 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 | 10,899,169 | 1.96 | 527,520 | -10.84 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 140,789 | -0.77 | 7,429 | -4.96 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 113,819 | 2.62 | 6,006 | -1.72 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 1,310 | 0.00 | 66 | -7.04 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 70,986 | -37.70 | 3,746 | -40.33 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 1,005,630 | 11.68 | 53,067 | 6.96 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 321,331 | -0.17 | 15,552 | -12.71 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,042 | 2.79 | 4,118 | -1.55 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 9,849 | -14.55 | 520 | -18.27 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 115,846 | -0.68 | 5,607 | -13.15 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 999,424 | 5.07 | 52,740 | 0.63 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 精明顾问公司 | 4,727 | 7.97 | 249 | 3.32 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 35,500 | -0.56 | 1,873 | -4.78 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 29,069 | 0.00 | 1,534 | -4.25 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 153,100 | 146.54 | 8,079 | 136.16 | |||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 571,266 | 1.63 | 30,146 | -2.67 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 161,282 | -15.17 | 8,511 | -18.76 | ||||
| 2025-09-11 | NP | CFGRX - 成长基金股票 | 39,410 | 13.41 | 2,244 | 27.57 | ||||
| 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 | 21,738 | 0.00 | 1,147 | -4.18 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 935,136 | -8.24 | 49,347 | -12.12 | ||||
| 2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 35,256 | 101.98 | 1,860 | 93.55 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 8,826 | 1.78 | 466 | -2.52 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 10 | 1 | ||||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,848,632 | 2.53 | 97,552 | -1.80 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 9,000 | 0.00 | 475 | -4.24 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 2,616 | -10.41 | 138 | -13.75 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 17,044,950 | 1.53 | 899,462 | -2.77 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 14,205 | 5.20 | 688 | -8.03 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -20,574 | 36.68 | -1,086 | 30.88 | |||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 190,230 | 19.92 | 10,038 | 14.85 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 14,040 | 11.79 | 680 | -2.30 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 5,450 | -9.17 | 276 | -15.64 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 22,504 | -17.51 | 1,188 | -21.02 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 221 | -0.90 | 0 | |||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 238,200 | -0.83 | 12,570 | -5.03 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 2,500 | 132 | |||||
| 2025-05-16 | 13F | 签名房地产与投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | RTH - VanEck Vectors 零售 ETF | 70,978 | -7.41 | 3,746 | -11.32 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 54,060 | 0.00 | 2,853 | -4.23 | ||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 603,342 | 58.80 | 31,838 | 52.09 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 1,516 | -37.74 | 80 | -41.04 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 42,625 | 26.47 | 2,249 | 21.11 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,077 | 13.01 | 55 | 5.88 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 217 | -31.55 | 11 | -41.18 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 78,000 | 6,400.00 | 4,116 | 6,136.36 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 4,307,974 | 22.40 | 227,332 | 17.22 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 371 | 246.73 | 20 | -16.67 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 36,376 | 1,920 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,896 | 6.40 | 92 | -7.14 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 42,480 | -1.16 | 2,150 | -7.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 7,640 | 0.00 | 403 | -4.05 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 4,685 | -9.66 | 247 | -13.33 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 37,306 | 0.81 | 1,969 | -3.48 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 62,570 | 0.00 | 3,302 | -4.24 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 448,623 | 2.87 | 23,674 | -1.48 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 899 | 79.80 | 47 | 74.07 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 67,679,109 | 1.57 | 3,571,427 | -2.72 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 264,682 | -0.37 | 13,398 | -7.22 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 9,362 | 32.96 | 555 | 58.12 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 10,763 | -2.62 | 568 | -6.90 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 174,501 | -0.92 | 8,833 | -7.73 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 6,664 | 14.46 | 352 | 9.69 | ||||
| 2025-05-23 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 218 | 12 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 5,139 | 25.65 | 271 | 20.44 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 8,713 | 13.05 | 441 | 5.50 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 7,194 | 13.29 | 396 | 17.86 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 140,257 | -9.74 | 7,401 | -13.56 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 6,279 | 33.45 | 357 | 49.58 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 26 | 73.33 | 1 | |||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 19,174 | 2.54 | 1,012 | -1.84 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 68,938 | -49.89 | 3,638 | -52.01 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 2,614 | 0.00 | 138 | -4.86 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 8,163,015 | -18.92 | 430,762 | -22.35 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 2,900 | 153 | |||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 21,688 | -15.25 | 1,098 | -21.14 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 1,900 | 100 | |||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 2,037 | -28.63 | 103 | -33.55 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 7,851 | 67.97 | 380 | 46.90 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 29,713 | -14.58 | 1,504 | -20.42 | ||||
| 2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 3,406 | 546.30 | 185 | 33.09 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 49,122 | 6.23 | 2,566 | 1.50 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 29,268 | 2.36 | 1,544 | -1.97 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 70,225 | 2.26 | 3,706 | -2.06 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 9,385 | -5.19 | 495 | -5.71 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 115 | 6 | ||||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,988 | 1.52 | 6,681 | -5.46 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,204 | 0.63 | 349 | -12.12 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -44,142 | -0.00 | -2,329 | -4.24 | |||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,481 | 6.70 | 78 | 2.63 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 28 | 7.69 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 79,697 | 0.51 | 4,206 | -3.73 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 384 | -3.27 | 20 | -4.76 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 49,961 | 132.77 | 2,753 | 141.83 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 22,180 | -3.61 | 1,170 | -7.66 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 5,367 | -1.79 | 272 | -8.75 | ||||
| 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 | 520,006 | 26.28 | 26,323 | 17.59 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 2,046 | -27.29 | 108 | |||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 14,827 | -14.21 | 782 | -17.86 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 1,895 | -0.58 | 104 | 2.97 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,066 | -9.51 | 54 | -17.19 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 260 | -0.38 | 0 | |||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 5,187 | 274 | ||||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 592 | -7.06 | 30 | -14.71 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 225 | 0.00 | 13 | 0.00 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 2,965 | 0.00 | 156 | -4.29 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 17,698 | -31.23 | 934 | -80.49 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 57,955 | 2,934 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,549 | 662 | ||||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 26,204 | -1.10 | 1,383 | -5.28 | ||||
| 2025-08-04 | 13F | 约克镇管理与研究有限公司 | 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 | 1,567 | 24.37 | 79 | 16.18 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 37,345 | -13.04 | 1,971 | -16.73 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 5,801 | -8.57 | 330 | -5.44 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 21,257 | 5.24 | 1,122 | 0.81 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 7,000 | 0.00 | 354 | -6.84 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 91,651 | 25.48 | 4,838 | 20.20 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 5,575 | 0.00 | 294 | -4.23 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 13,375 | -40.28 | 706 | -42.82 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 10,242 | 19.02 | 540 | 13.92 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 20,844 | -0.45 | 1,100 | -4.68 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 45,284 | -58.54 | 2,390 | -60.30 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 5,367,331 | 0.16 | 283,113 | -4.10 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,266 | 40.20 | 0 | |||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 488,188 | 0.29 | 25,762 | -3.95 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 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 | 6,429,836 | -0.66 | 339,302 | -4.86 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 2,773 | 4.52 | 146 | 0.00 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 53,477 | 0.52 | 2,822 | -3.72 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 280,832 | -0.31 | 14,820 | -4.52 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 7,758 | -3.78 | 442 | 8.09 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 5,652 | 298 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,566 | 57.79 | 196 | 64.71 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 265,298 | 12.47 | 14,000 | 7.72 | ||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 7,016 | 0.40 | 370 | -3.90 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 15,548 | 52.78 | 787 | 42.31 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 克拉鲁斯财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 305 | 1.67 | 15 | -12.50 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 13,567 | 6.72 | 687 | -0.72 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 4,627 | 244 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 116,267 | -0.43 | 6,135 | -4.63 | ||||
| 2025-05-05 | 13F | 格里斯金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 资产标记公司 | 3,329 | 150.11 | 176 | 139.73 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 47,530 | 12.48 | 2,508 | 7.73 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 97,664 | 0.00 | 5,154 | -4.24 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 380 | 375.00 | 20 | 400.00 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丰业资本公司 | 10,454 | -43.74 | 552 | -46.14 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 10,932 | -8.35 | 577 | -12.33 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 28,565 | 0.78 | 1,507 | -3.46 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 5,133 | -0.93 | 271 | -5.26 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 353,215 | -1.84 | 18,639 | -5.99 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,222 | 4.68 | 156 | -8.82 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,189 | -3.70 | 221 | -7.53 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 33,849 | -10.01 | 1,786 | -13.80 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 2,763,441 | -33.79 | 145,827 | -36.59 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 1,829 | -16.94 | 97 | -20.66 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 33,959 | -6.87 | 2 | -50.00 | ||||
| 2025-07-07 | 13F | 西联银行 | 7,554 | -0.74 | 399 | -5.01 | ||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 3,394 | 164 | ||||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 15 | 1 | ||||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 4,320,029 | 4.16 | 227,968 | -0.24 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 570 | 0.00 | 30 | -3.23 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 1,615 | 4.19 | 85 | 0.00 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 100,895 | -1.90 | 5,324 | -6.05 | ||||
| 2025-05-15 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 335 | 0.00 | 18 | -5.56 | ||||
| 2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AVEDX - 万福玛利亚股息上涨基金 | 397,500 | 0.00 | 20,976 | -4.23 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 5,669 | 16.57 | 299 | 11.99 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 25,149 | -0.77 | 1,327 | -4.94 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,290 | -0.19 | 226 | -4.24 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 5,500 | 290 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 263 | -99.91 | 14 | -99.92 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 1,030 | 0.00 | 54 | -1.82 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 13,410 | -4.04 | 708 | -0.14 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 173,689 | 592.37 | 9,166 | 563.17 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 1 | ||||||
| 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 | 2,688,181 | 1.32 | 136,076 | -5.65 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 537,449 | 2.60 | 26,013 | -10.28 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 530,224 | -14.18 | 27,980 | -17.81 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 4,030 | 0.00 | 213 | -4.50 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 703,061 | -7.79 | 37,101 | -11.69 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 285,016 | -0.03 | 15,040 | -4.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,600 | -6.61 | 137 | -10.46 | ||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 80,200 | 441.53 | 4,232 | 5.85 | ||||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 241,816 | 8.95 | 11,704 | -4.73 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 45,000 | -3.00 | 2,376 | -7.08 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 831,638 | 0.73 | 43,886 | -3.53 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | Short | -24,333 | 289.45 | -1,232 | 2.93 | |||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 1,078,292 | -6.62 | 56,901 | -10.57 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 35,200 | -2.18 | 1,782 | -8.95 | ||||
| 2025-08-26 | NP | Profunds - Profunds 消费者服务副总裁 | 2,673 | -4.12 | 141 | -7.84 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 38,944 | 20.72 | 1,885 | 5.55 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 7,510 | 388 | ||||||
| 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 | 12,668 | 0.14 | 668 | 4.21 | ||||
| 2025-06-27 | NP | 想要 - Direxion 每日非必需消费品牛市 3 倍股票 | 1,780 | -27.91 | 90 | -32.84 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 43 | 2 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 4,387 | -3.37 | 232 | -7.60 | ||||
| 2025-07-30 | 13F | Bcm 顾问有限公司 | 28,805 | 0.00 | 1,688 | 15.23 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 1,375 | 0.73 | 73 | 0.00 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 7,522 | -10.87 | 381 | -17.03 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 24,802 | 0.00 | 1,255 | -6.90 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 27,757 | 1,465 | ||||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 175 | 0.00 | 9 | 0.00 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 286,066 | -0.45 | 15 | 0.00 | ||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 493 | -24.27 | 26 | -25.71 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 19,476 | 13.56 | 1,028 | 8.79 | ||||
| 2025-08-11 | 13F | 信托银行 | 8,220 | -2.97 | 434 | -7.08 | ||||
| 2025-05-15 | 13F | J.高盛公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 6,735 | 0.85 | 355 | -3.27 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 165 | 0.00 | 9 | -11.11 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 36,530 | -47.51 | 1,928 | -49.74 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 4,335 | 0.32 | 229 | 3.64 | ||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 340,648 | 20.55 | 17,976 | 15.45 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 2,350 | 0.00 | 124 | -3.88 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 18,705 | 0.94 | 987 | -3.33 | ||||
| 2025-06-25 | NP | FXD - First Trust 非必需消费品 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,564 | 19.68 | 1,750 | -77.19 | ||||
| 2025-07-29 | 13F | 斯威格有限公司 | 9,493 | 10.60 | 552 | 28.74 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 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 | 735,544 | 11.48 | 38,815 | 6.76 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 5,708,321 | -4.00 | 301,228 | -8.06 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 8,015 | -0.43 | 423 | -4.74 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 21,049 | -1.97 | 1,111 | -6.17 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 919,368 | 13.51 | 48,515 | 8.71 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 26,844 | -14.85 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 716 | 0.14 | 38 | 0.00 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 7,677 | -5.84 | 405 | -9.80 | ||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 2,421 | 4.67 | 133 | 9.02 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 306 | -68.90 | 16 | -70.37 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 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 | 154,873 | -2.23 | 7,496 | -14.51 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 26,312 | -1.26 | 1,450 | 2.55 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 14,830 | 9.45 | 783 | 4.83 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,905 | 147 | ||||||
| 2025-08-14 | 13F | 联信银行 | 116,101 | -7.55 | 6,127 | -11.46 | ||||
| 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 | 72,765 | 16.05 | 3,522 | 1.47 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 4,891,513 | -10.07 | 258,125 | -13.87 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 14,782 | -2.49 | 780 | -6.59 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 2,000 | 0.00 | 106 | -4.55 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 669,390 | -0.10 | 35,324 | -4.33 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 4,660 | -1.31 | 246 | -5.77 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 5,444,466 | 16.04 | 287,304 | 11.13 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 1,465 | 0.00 | 77 | -3.75 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 701,884 | 8.06 | 37,038 | 3.49 | ||||
| 2025-05-15 | 13F | J.高盛公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PEDGX - EDGE 机构中型基金 | 31,372 | -10.90 | 1,518 | -22.07 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 933,016 | -13.33 | 49,235 | -17.00 | ||||
| 2025-05-27 | NP | FDTOX - 富达顾问多元化股票基金：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 | 28,500 | 0.00 | 1,570 | 3.84 | ||||
| 2025-05-06 | 13F | 福布斯律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 716 | -3.24 | 38 | -7.50 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 3,165 | -4.55 | 167 | -8.24 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,047,497 | 0.46 | 55,276 | -3.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 5,229 | -0.31 | 276 | -4.51 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 633,609 | 7.23 | 32,073 | -0.15 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 91,846 | 9.57 | 4,649 | 2.04 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 403 | 0.00 | 21 | -4.55 | ||||
| 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 | 20 | 5.26 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 4,855 | 8.44 | 251 | 2.03 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 7,288 | 385 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 25,000 | 0.00 | 1,319 | -4.21 | |||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 4,425 | 234 | ||||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 5,240 | -90.64 | 265 | -91.29 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 48,826 | 2,611 | ||||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 776 | -73.22 | 41 | -74.84 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 258,102 | 10.02 | 13,620 | 5.37 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 14,135 | 18.52 | 684 | 3.64 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 330,347 | -3.95 | 17,432 | -8.01 | ||||
| 2025-07-29 | NP | TMFM - Motley Fool 中型成长 ETF | 60,930 | -17.31 | 2,949 | -27.69 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 16,020 | -7.01 | 845 | -10.96 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 889 | -10.47 | 49 | -7.69 | ||||
| 2025-04-29 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 11,616 | -3.40 | 613 | -7.55 | ||||
| 2025-05-27 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 94,544 | 5,209 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,102 | 9.54 | 58 | 5.45 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Neuberger Berman Genesis 投资组合 A 类 | 137,447 | -0.73 | 7,253 | -4.92 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 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 | 130,938 | -1.34 | 6,628 | -8.12 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 5,762 | 0.40 | 318 | 4.28 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 9,248 | -32.17 | 488 | -35.02 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 10,300 | 0.00 | 544 | -4.23 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 415 | 0.00 | 22 | -4.55 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 6,592 | 0.32 | 348 | -4.14 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,564 | 1.11 | 294 | -3.30 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 9,894 | 7.66 | 501 | 0.20 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 42,773 | -15.52 | 2,357 | -12.29 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 7,925 | 0.00 | 418 | -4.13 | ||||
| 2025-08-28 | NP | XLY - 非必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,095,967 | 2.12 | 163,374 | -2.20 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 161,760 | -9.72 | 8,534 | -13.53 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 零售基金可变年金 | 811 | 6.01 | 43 | 0.00 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 5,242 | -3.32 | 0 | |||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -13,162 | -0.00 | -637 | -12.50 | |||
| 2025-08-01 | 13F | 招牌财富管理集团 | 38,858 | 2.56 | 2,051 | -1.77 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 8,620 | -10.63 | 455 | -14.50 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 13,390 | -30.50 | 707 | -33.46 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Put | 219,700 | 11,594 | |||||
| 2025-08-12 | 13F | Baypointe Partners有限责任公司 | 50,000 | -50.00 | 2,638 | -52.12 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 59,963 | -6.96 | 3,164 | -10.90 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 12,911 | 8.08 | 681 | 3.50 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 65,160 | 5.07 | 3,438 | 0.64 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | NP | VGLSX - 全球策略基金 | 2,630 | 400.00 | 146 | -2.68 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 9,185 | 0.00 | 485 | -4.35 | ||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 17,455 | -3.75 | 921 | -7.81 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 114 | 185.00 | 6 | 200.00 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 16,000 | 23.08 | 844 | 17.88 | ||||
| 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 | 71,191 | -4.83 | 3,757 | -8.86 | ||||
| 2025-08-27 | NP | RYRIX - 零售基金投资者类别 | 2,446 | 11.84 | 129 | 7.50 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,217 | 4.28 | 170 | 0.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 24,039 | -3.31 | 1,269 | 5.40 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 8,328 | -50.90 | 439 | -53.00 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 800 | 40 | ||||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 30,178 | -15.48 | 1,461 | -26.11 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 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 | 1,518 | -47.56 | 80 | -49.69 | ||||
| 2025-07-22 | 13F | 弗农山联合公司 /md/ | 67,570 | 0.30 | 4 | 0.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 7,576 | 4.86 | 383 | -2.30 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 9,750 | 0.00 | 515 | -4.28 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 25,210 | 0.00 | 1,330 | -4.25 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 31,895 | -8.60 | 1,615 | -14.87 | ||||
| 2025-08-08 | 13F | KBC 集团 | 81,755 | 6.14 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 3,134,400 | -8.00 | 165,277 | -11.91 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 23 | -70.51 | 1 | -75.00 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 110 | 0.00 | 6 | -16.67 | ||||
| 2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 4,569 | 221 | ||||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 5,219 | -7.14 | 275 | -11.00 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,563 | 17.17 | 76 | 2.74 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 7,915 | 0.00 | 418 | -4.36 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 666 | 0.00 | 35 | -2.78 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 10,878 | -35.90 | 574 | -38.61 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 177,170 | -43.67 | 9,349 | -46.05 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 806 | 0.00 | 43 | -4.55 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 5,761 | -16.58 | 304 | -20.00 | ||||
| 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 | 186,259 | -52.50 | 9,829 | -54.52 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 203,249 | 25.25 | 9,837 | 9.52 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 6,876 | -2.95 | 363 | -7.18 | ||||
| 2025-08-26 | NP | CRIHX - CRM 多/空机会基金机构股票 | Short | -46,427 | 136.53 | -2,450 | 126.55 | |||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 178,300 | -1.44 | 9,409 | -5.61 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 38,905 | -1.21 | 2,053 | -5.35 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 8,270 | -4.28 | 456 | -0.66 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 12,576 | -23.93 | 664 | -27.14 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 71,307 | 4.07 | 3,763 | -0.34 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 34,462 | 0.25 | 1,744 | -6.64 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 27,040 | -2.43 | 1,427 | -6.61 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 9,360 | -1.58 | 494 | -5.92 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 75,796 | 97.26 | 4,000 | 88.90 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 820 | 283.18 | 43 | 290.91 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 11,840 | -3.62 | 625 | -7.69 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 61,795 | 2.82 | 3,261 | -1.54 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 13,886 | -25.07 | 733 | -78.75 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 272 | -43.22 | 0 | |||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 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 | 2,408 | -7.74 | 127 | -11.19 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 25,121 | 5.79 | 1,326 | 1.38 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 3,216 | -18.25 | 163 | -23.94 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 156,804 | -6.17 | 8 | -11.11 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 科扎克联合公司 | 1,454 | 0.48 | 83 | 10.67 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 2,605,376 | 53.08 | 137,455 | 46.68 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 82,415 | -1.10 | 4,349 | -5.29 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 356,462 | -31.80 | 19 | -35.71 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 67,902 | 2.13 | 3,583 | -2.18 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 124,428 | 10.87 | 6,566 | 6.18 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 12,552 | 12.31 | 662 | 7.64 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 20,315 | -0.81 | 1,072 | -4.96 | ||||
| 2025-08-29 | NP | JAVAX - 詹姆斯积极分配基金 | 6,025 | 0.00 | 318 | -4.23 | ||||
| 2025-04-17 | 13F | 赛普拉斯咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 88,411 | 13 | ||||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 24,815 | -19.60 | 1,309 | -23.00 | ||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 17 | 88.89 | 1 | |||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 663 | 0.00 | 35 | -5.56 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 175 | -36.36 | 9 | -40.00 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 33,874 | 243.93 | 1,788 | 229.70 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 92,245 | 0.00 | 4,669 | -6.88 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 21,801 | -3.24 | 1,150 | -7.33 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 244,400 | -2.63 | 12,897 | -6.75 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 10,170 | -1.74 | 537 | -5.96 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 374,936 | 57.58 | 19,785 | 50.93 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 282 | 0.71 | 15 | -6.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 8,000 | 0.00 | 422 | -4.09 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 106,210 | -10.25 | 5,605 | -14.05 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 6,044 | -12.23 | 319 | -16.09 | ||||
| 2025-08-08 | 13F | 您的倡导者有限公司 | 200 | 0.00 | 11 | -9.09 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 12,707 | 671 | ||||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 759 | -2.57 | 37 | -16.28 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 317 | -80.09 | 17 | -81.61 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 39,376 | 0.00 | 1,906 | -12.57 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 82 | -37.40 | 4 | -42.86 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 8,411 | 17.57 | 407 | 3.04 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 334,531 | -16.22 | 16,934 | -21.99 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 47,885 | 0.00 | 2,424 | -6.92 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 130,735 | 0.50 | 6,328 | -12.12 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 16,113 | 27.54 | 850 | 22.13 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级 | 137,385 | 5.21 | 7,250 | 0.75 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 18,252 | 0.00 | 883 | -12.57 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 13,682 | 0.09 | 1 | |||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 6,058 | -3.13 | 320 | -7.27 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 5,368 | 78.93 | 272 | 66.26 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 74,991 | 8.52 | 3,957 | 3.94 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 154 | -25.24 | 8 | -27.27 | ||||
| 2025-06-26 | NP | AGRFX - AB成长基金A类 | 316,905 | 1.90 | 16,042 | -5.12 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 10,196 | -0.07 | 538 | -4.27 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 6,350 | 0.00 | 335 | -4.01 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,345 | 0.00 | 71 | -5.41 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 4,934 | 9.60 | 260 | 4.84 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 7,110 | -5.70 | 375 | -9.64 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 77,542 | -11.38 | 4,092 | -15.14 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 2,000 | 0.00 | 106 | -4.55 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 8,365 | -3.74 | 0 | |||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 6,001 | -8.91 | 317 | -12.71 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 188,148 | 1.35 | 9,929 | -2.93 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 11,937 | 34.44 | 630 | 28.63 | ||||
| 2025-08-13 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 22,900 | 52 | ||||||
| 2025-07-15 | 13F | 大街集团有限公司 | 211 | 0.00 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 131 | -18.12 | 7 | -25.00 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 149,323 | 45.18 | 8 | 40.00 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 11,894,580 | -0.28 | 628 | -4.57 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 285 | 0.00 | 15 | 0.00 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 197,597 | 0.85 | 10,427 | -3.41 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 28,668 | 0.00 | 1,513 | -4.24 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 350 | 0.00 | 18 | -5.26 | ||||
| 2025-08-06 | 13F | 南州公司 | 36,407 | 6.18 | 1,921 | 1.69 | ||||
| 2025-05-08 | 13F | 杰克逊霍尔信托银行 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 马蒂斯资本 | 18,290 | 0.00 | 965 | -4.17 | ||||
| 2025-05-16 | 13F | 斯坦斯资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | PROVX - 公积金信托策略基金 | 53,698 | -13.04 | 2,834 | -16.73 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 39,801 | 0.05 | 2,100 | -4.20 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 360,614 | -2.68 | 19,030 | -6.80 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 完整投资管理公司 | 13,500 | 712 | ||||||
| 2025-08-27 | NP | SHUS - 分层大盘对冲 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 3,646 | 0.00 | 185 | -7.07 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 117,247 | -3.15 | 6,187 | -7.24 | ||||
| 2025-08-29 | NP | IIAX - 大盘股票基金类 AMF | 2,500 | 0.00 | 132 | -4.38 | ||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 112,825 | -10.84 | 6,217 | -7.42 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 10,626 | 17.28 | 561 | 12.22 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 133,723 | 12.04 | 7,057 | 7.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,244 | 0.00 | 66 | -4.41 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 8,855 | -2.28 | 467 | -6.41 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 960 | -92.10 | 49 | -92.73 | ||||
| 2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 14 | -6.67 | 1 | |||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 33,836 | -7.19 | 1,786 | -11.11 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1,323 | -0.15 | 70 | -5.48 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 163,850 | -3.01 | 8,646 | -7.10 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 140,653 | 11.69 | 7,120 | 4.00 | ||||
| 2025-04-16 | 13F | 轩尼诗顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 红树林合作伙伴 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 6,843 | 6.31 | 331 | -7.02 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 7,850 | 1.96 | 414 | -2.36 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,655 | 4.09 | 87 | 0.00 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 18,509 | 7.92 | 977 | 3.28 | ||||
| 2025-04-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 6,556 | -33.14 | 339 | -35.31 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 8,708 | -5.66 | 460 | -9.65 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 56,496 | -4.94 | 2,734 | -16.87 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 555 | 0.00 | 29 | -3.33 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 46,496 | -13.84 | 2,454 | -17.49 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 8,820 | 12.79 | 465 | 8.14 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 18,600 | -54.63 | 982 | -56.57 | |||
| 2025-07-28 | NP | UCC - ProShares Ultra 消费者服务 | 1,411 | -35.54 | 68 | -43.80 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 800 | -97.58 | 42 | -97.69 | |||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 6,023 | 1.09 | 318 | -3.35 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 12,452 | -4.09 | 657 | -8.11 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 29,124 | -0.15 | 1,537 | -4.42 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 415 | -5.68 | 21 | -8.70 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 19,024 | 8.15 | 921 | -5.45 | ||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 100,396 | -9.42 | 5,298 | -13.26 | ||||
| 2025-08-14 | 13F | Xponance公司 | 131,065 | 2.84 | 6,916 | -1.51 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 118,693 | -50.41 | 6,263 | -52.51 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 122,584 | 2.49 | 6,469 | -1.85 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 24,282 | 6.65 | 1,281 | 2.15 |
