机构投资人持股和股东
Yum! Brands, Inc. (AT:YUM) 有 2189 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 286,216,662 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Jpmorgan Chase & Co, Capital International Investors, State Street Corp, T. Rowe Price Investment Management, Inc., AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, and VFINX - Vanguard 500 Index Fund Investor Shares .
Yum! Brands, Inc. (WBAG:YUM)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 130.40 / share. Previously, on May 9, 2025, the share price was 130.40 / share. This represents an increase of 0.00% 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 2443 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 4,137 | 109.79 | 595 | 93.18 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 50,788 | 23.41 | 7,310 | 13.60 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 1,989 | 0.00 | 295 | -5.77 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 2,397 | -43.86 | 355 | -47.09 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 79,604 | 0.31 | 11,796 | -5.54 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 1,797 | -3.23 | 266 | -8.90 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 10,927 | -0.10 | 1,619 | -5.93 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 104,162 | -5.87 | 15,435 | -11.37 | ||||
| 2025-07-23 | 13F | 湖滨资本集团有限公司 | 4,012 | 11.01 | 594 | 4.58 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 220 | -12.70 | 33 | |||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 1,745 | -1.69 | 0 | |||||
| 2025-05-15 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 2 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 4,110 | 609 | ||||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 1,923 | -7.46 | 285 | -12.88 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 40,379 | 0.00 | 5,983 | -5.84 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 25,968 | 4.39 | 3,848 | -1.71 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 566 | 0.00 | 84 | -6.74 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 71 | 11 | ||||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 6,324 | 23.78 | 937 | 16.69 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 2,043 | 303 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,935 | -16.48 | 435 | -21.38 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 63 | -6.06 | ||||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 1,190 | 0.00 | 176 | -5.88 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 722 | 107 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 323,605 | 3.46 | 47,952 | -2.57 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 93,364 | 2.89 | 13,835 | -3.11 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | LSAGX - Loomis Sayles 全球增长基金 A 类 | 4,807 | 16.36 | 692 | 7.13 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 4,799 | 0.00 | 691 | -8.00 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 9,561 | -14.15 | 1,417 | -19.18 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 580 | 86 | ||||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 2,264,823 | 4.00 | 335,601 | -2.07 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,019 | -5.03 | 0 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 大盘成长基金初始级 | 13,141 | -2.16 | 1,947 | -7.86 | ||||
| 2025-07-24 | 13F | 东方银行 | 8,323 | -0.02 | 1,233 | -5.88 | ||||
| 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 | 441,695 | -18.43 | 63,578 | -24.91 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 20,937 | -44.78 | 3,102 | -48.01 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 5,120 | 759 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7 | -97.31 | 1 | -96.97 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 10,551 | -10.56 | 1,519 | -17.68 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,235 | 147.49 | 186 | 184.62 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 3,999 | -4.58 | 593 | -10.17 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 7,324 | 3.92 | 1,085 | -2.16 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 45 | -6.25 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 536 | 0.00 | 79 | -5.95 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 28,002 | -4.53 | 4 | 0.00 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 4,708 | -21.49 | 698 | -26.09 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 1,816 | 0.89 | 269 | -4.95 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,424 | 211 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 3,128 | -0.76 | 464 | -6.65 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 306 | 0.00 | 45 | -6.25 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 1,575 | -0.63 | 233 | -6.43 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 118 | -62.30 | 17 | -65.31 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 273 | -33.25 | 40 | -37.50 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 圆石顾问有限责任公司 | 2,842 | -0.04 | 421 | -5.82 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 13 | 0.00 | 2 | -50.00 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 17,591 | 1.29 | 2,607 | -4.61 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 3,409,334 | -38.95 | 505,212 | -42.51 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 4,984 | 0.00 | 739 | -5.87 | ||||
| 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 | 17,491 | -13.66 | 2,518 | -20.52 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 1,559 | 33.25 | 231 | 25.54 | ||||
| 2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 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 | 59,427 | 4.58 | 8,806 | -1.53 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 1,868,040 | 0.00 | 276,806 | -5.83 | ||||
| 2025-08-08 | 13F | 卡尔·谢尔有限公司 | 2,527 | 0.00 | 375 | -5.79 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,321 | -5.64 | 196 | -11.36 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 765 | 8.97 | 113 | 2.73 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 260 | 0.00 | 39 | -5.00 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 11,985 | -2.48 | 1,776 | -8.17 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 8,103 | -2.20 | 1,201 | -7.90 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 140,963 | 0.95 | 20,290 | -7.08 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 856 | -28.31 | 123 | -33.87 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 217 | -5.65 | 33 | 6.67 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,443 | 17.01 | 668 | 34.95 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 1,802 | 0.00 | 267 | -6.01 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 841 | 0.00 | 127 | 15.60 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,457 | 0.34 | 216 | -5.70 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 55,904 | 965.45 | 8,284 | 904.00 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 69,299 | -0.83 | 10,425 | 14.32 | ||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 42,529 | 266.25 | 6,122 | 237.25 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 121,434 | 8.33 | 17,998 | 2.16 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 7,400 | 0.00 | 1,097 | -5.84 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 110,400 | -23.28 | 16,384 | -26.90 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 44,000 | -47.74 | 6,530 | -50.21 | |||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 2,369 | 13.73 | 356 | 31.37 | ||||
| 2025-04-09 | 13F | 哨兵投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 6,308 | 935 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 5,663 | -77.04 | 840 | -78.13 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,280 | -3.47 | 190 | -9.13 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 1,685 | -7.32 | 243 | -14.79 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 2,216 | 16.02 | 328 | 18.41 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 2,705 | 401 | ||||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 280,380 | 3.12 | 40,358 | -5.08 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 2,510 | -4.05 | 372 | -9.49 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 85,228 | -5.62 | 12,629 | -11.12 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,744 | 51.48 | 4,407 | 42.67 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 16,761 | -1.00 | 2,484 | -6.79 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 8,768 | 0.79 | 1,299 | -5.04 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,665 | -19.17 | 2,975 | -25.59 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 82 | 0.00 | 13 | 9.09 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 8,600 | 7.50 | 1,274 | 1.27 | |||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 8,300 | 3.75 | 1,230 | -2.31 | |||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 354,233 | -12.09 | 52,490 | -17.22 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,605 | -62.69 | 238 | -53.44 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 38,074 | 0.17 | 5,480 | -7.79 | ||||
| 2025-08-04 | 13F | 联合银行 | 57,768 | 1.46 | 9 | 0.00 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 2,514 | 0.00 | 373 | -5.82 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,908 | 79.75 | 7,057 | 96.44 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 14,209 | 14.77 | 2,045 | 5.68 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 911 | 0.00 | 135 | -6.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 8,345 | -12.35 | 1,237 | -17.49 | ||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 1,053,055 | 4.61 | 156,042 | -1.49 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 1,485 | 3.99 | 220 | -1.79 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 1,289,100 | -13.32 | 190,896 | -18.42 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 357 | 94.02 | 53 | 85.71 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,912 | -0.26 | 283 | -5.98 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 21,870 | 0.23 | 3,241 | -5.62 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 103 | -16.94 | 15 | -26.32 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 7,571 | -0.01 | 1,122 | -5.88 | ||||
| 2025-04-28 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 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 | 848,081 | -0.12 | 132,614 | 12.41 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 2,063,179 | 13.08 | 305,722 | 6.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 37,440 | 0.00 | 5,548 | -5.84 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 3,823 | -13.55 | 602 | 1.35 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,274 | 2.13 | 616 | -2.07 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 2,114 | 0.00 | 313 | -5.72 | ||||
| 2025-07-28 | NP | NMANX - Neuberger Berman 中型成长基金投资者类别 | 132,800 | 19,115 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,495 | 222 | ||||||
| 2025-07-17 | 13F | 海岸线信托公司 | 13,684 | 0.00 | 2,028 | -5.85 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 2,465 | 24.31 | 365 | 16.99 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 15,486 | 16.89 | 2,295 | 10.13 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 5,038 | 23.94 | 747 | 16.74 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 2,918 | 0.00 | 432 | -5.88 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 6,973 | 1,097 | ||||||
| 2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 332,159 | -0.09 | 49,219 | -5.92 | ||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 核心另类资本 | 406 | 0.00 | 60 | -4.76 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 49 | 0.00 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 97,666 | -4.68 | 14,472 | -10.24 | ||||
| 2025-08-01 | 13F | Winebrenner资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 法国外贸银行 | 24,879 | -15.36 | 3,687 | -19.64 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 2,502 | 19.60 | 371 | 12.46 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 3,988 | 0.00 | 591 | -5.90 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 10,750 | -17.42 | 1,617 | -4.77 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 2,522 | 0.00 | 374 | -5.81 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1,000 | 0.00 | 148 | -5.73 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 2,623 | 0.23 | 389 | -5.60 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 699 | -21.28 | 105 | -8.70 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 3,895 | -5.35 | 1 | |||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 2,100 | 0.00 | 311 | -5.76 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 27,658 | 10.60 | 3,981 | 1.82 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 24 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 318,250 | 6,396.22 | 47,158 | 6,024.42 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | RXI - iShares 全球非必需消费品 ETF | 11,450 | -3.71 | 1,697 | -9.35 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 37,238 | 8.07 | 6 | 0.00 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 6,758 | -2.51 | 1,001 | -8.17 | ||||
| 2025-08-14 | 13F | 阿里斯泰亚资本有限公司 | 2,506 | 371 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 7,112 | 9.21 | 1,054 | 2.83 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 7,508 | 0.11 | 1,113 | -5.76 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 7,330 | 0.00 | 1,086 | -5.81 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,040 | -2.86 | 0 | |||||
| 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 | 313 | -8.75 | 47 | 6.82 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 249,909 | 4.81 | 37,032 | -0.49 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 7,941 | -7.37 | 1,177 | -12.82 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 437 | -13.64 | 66 | -1.52 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 8,729 | 3.92 | 1,294 | -2.12 | ||||
| 2025-05-14 | 13F | 华尔街眼资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 2,275 | -97.79 | 337 | -97.91 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 1,487 | 7.21 | 220 | 0.92 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 2,361 | 0.00 | 350 | 10.44 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,685 | -7.26 | 250 | -12.63 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 44 | 0.00 | 7 | 0.00 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 119 | -24.68 | 17 | -29.17 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,600 | 12.20 | 682 | 5.58 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 107,010 | 2.68 | 15,857 | -3.31 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 5 | 25.00 | 1 | |||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 8,553 | -2.43 | 1,267 | -8.12 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,517 | 4.24 | 553 | 22.35 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 14,961 | -0.85 | 2,217 | -6.66 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 3,988 | -11.85 | 591 | -17.83 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 462,712 | -0.81 | 68,565 | -6.60 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 560 | 0.00 | 81 | -8.05 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 6,287 | -8.21 | 932 | -13.56 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 13 | 2 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 25,026 | -2.63 | 3,708 | -8.31 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 46,473 | -2.29 | 6,886 | -7.99 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 6,560 | 0.00 | 972 | -5.81 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 12,068 | -3.44 | 1,788 | -9.05 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 2,050 | 0.00 | 304 | -5.90 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 556 | -9.74 | 84 | 3.75 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 4,330 | 13.47 | 642 | 6.83 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,390 | 354 | ||||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 430 | 0.00 | 64 | -5.97 | ||||
| 2025-05-12 | 13F | 资金存管及寄售 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 7,189 | 379.27 | 1,035 | 427.55 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 255 | 0.00 | 37 | -7.69 | ||||
| 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 | Short | -2,700 | -10.00 | -389 | -17.27 | |||
| 2025-04-23 | 13F | Horizon Bancorp Inc /in/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 4,143 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,393 | -0.14 | 207 | -5.94 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 53 | 0.00 | 7 | 0.00 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 376 | -7.84 | 54 | -14.29 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 2,850 | 0.00 | 422 | -5.80 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 3,120 | 0.00 | 462 | -5.71 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 58 | 5,700.00 | 9 | |||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 10,845 | 0.00 | 1,607 | -5.80 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 60,000 | -6.10 | 8,891 | -11.59 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 3,953 | -1.62 | 595 | 13.36 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 608,528 | -4.71 | 90,172 | -10.27 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 8,867 | -0.09 | 1,314 | -5.95 | ||||
| 2025-08-14 | 13F | 贝多资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 3,254 | 4.76 | 482 | -1.23 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 532 | -44.00 | 0 | |||||
| 2025-08-14 | 13F | 货币概念资本公司 | 3,756 | 0.37 | 557 | -5.44 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,311 | 46.64 | 194 | 38.57 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,682 | 18.97 | 13,289 | 12.03 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 49 | 0.00 | 7 | 0.00 | ||||
| 2025-04-21 | 13F | 谢尔顿财富管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 299 | 42 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 6,249 | 926 | ||||||
| 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 | 40,463 | 20.02 | 6,087 | 38.37 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 1,480 | 89.74 | 219 | 79.51 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 47,600 | -87.96 | 7,053 | -88.66 | |||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 9,513 | -2.21 | 1,410 | -7.91 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 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 | 179,058 | 3.24 | 26,533 | -2.78 | ||||
| 2025-05-29 | NP | 美国基金保险系列 - 全球增长和收入基金 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 | 12,456 | -5.27 | 1,960 | 11.11 | ||||
| 2025-04-21 | 13F | 谢尔顿财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 222 | 0.00 | 33 | -5.88 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 71,869 | 2.33 | 10,345 | -5.81 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 4,262 | 8.17 | 632 | 1.94 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 70,529 | -0.20 | 10,451 | -6.03 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 1,790 | 265 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 3,531 | 25.39 | 523 | 18.06 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 391 | -5.56 | 58 | -12.31 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,955 | -5.98 | 445 | 8.29 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 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 | 32,631 | 88.30 | 4,697 | 73.35 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 10,164 | 15.38 | 1,506 | 8.66 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 113 | 0.00 | 18 | 13.33 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 13,900 | 2,060 | |||||
| 2025-04-15 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 7,088 | 2.75 | 1,066 | 18.44 | ||||
| 2025-04-15 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 4,773 | 52.01 | 751 | 78.38 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 5 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 8,136 | -86.82 | 1 | -88.89 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 30,000 | -29.08 | 4,445 | -33.22 | |||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 6,495 | 0.00 | 962 | -5.87 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 2,539 | -9.03 | 365 | -16.28 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 30,606 | 8.89 | 4,535 | 2.56 | ||||
| 2025-06-30 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 1,500 | 0.00 | 222 | -5.93 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,143,158 | -22.60 | 169,393 | -27.11 | ||||
| 2025-07-18 | 13F | 联合银行 | 3,200 | 0.00 | 474 | -5.77 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 32,945 | 4,882 | ||||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 300 | 0.00 | 44 | -6.38 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 42,669 | 80.43 | 6,323 | 69.90 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 32,400 | -4.36 | 4,801 | -9.94 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,863 | 0.00 | 276 | -5.80 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 17,111 | -10.29 | 2,536 | -15.53 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,841 | 1,310 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 20,811 | -24.75 | 3 | -25.00 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 415,800 | 0.00 | 61,613 | -5.83 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 54,309 | -4.39 | 8,170 | 10.23 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 72,617 | 24.85 | 10,925 | 43.93 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 7 | -92.71 | 1 | -93.33 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,232 | 0.49 | 177 | -7.33 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 3,041 | 1.23 | 451 | -4.66 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 22,768 | 0.80 | 3,374 | -5.09 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 68,172 | 6.82 | 10,102 | 0.59 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 338 | 6.96 | 50 | 2.04 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 7,843 | -0.32 | 1,180 | 14.91 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 2,309 | -35.05 | 342 | -38.82 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 6,330 | 279.50 | 938 | 257.63 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 30,609 | -6.91 | 4,536 | -12.35 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 56,299 | 8,470 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 30,032 | -7.17 | 4,450 | -12.57 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 10,712 | 0.19 | 1,587 | -5.71 | ||||
| 2025-06-23 | NP | IYC - iShares 美国消费者服务 ETF | 63,992 | -17.70 | 9,627 | -5.13 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 2,632 | 0.73 | 390 | -5.11 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 28 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 16,370 | -53.63 | 2,426 | -56.35 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 99,234 | 0.00 | 14,704 | -5.83 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 18,004 | 0.24 | 2,709 | 15.58 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,100 | -4.85 | 311 | -10.37 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 13,439 | 0.00 | 1,991 | -5.82 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 54,700 | 2.82 | 8,105 | -3.18 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 1,423 | 214 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 183,778 | 5.90 | 27,648 | 22.08 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 1,751 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 德意志银行\ | 1,149,773 | 32.09 | 170,373 | 24.38 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 79 | 49.06 | 12 | 83.33 | ||||
| 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 | 952,456 | 7.15 | 143,287 | 23.52 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 57,249 | 1.37 | 8,483 | -4.55 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 335 | 697.62 | 50 | 900.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 20,329 | -0.94 | 3,012 | -6.72 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 25,419 | -7.83 | 3,767 | -13.21 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 53,468 | 6.35 | 7,923 | 0.14 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 2,266 | 0.31 | 0 | |||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 456 | -1.72 | 68 | -8.22 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 686 | 0.00 | 99 | -8.41 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 913,169 | -15.41 | 135,313 | -20.34 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 162 | -10.00 | 24 | 4.35 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 10,624 | -0.51 | 1,574 | -6.31 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,389 | 0.94 | 206 | -5.09 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 100 | 0.00 | 0 | |||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 707,241 | 13.24 | 106,397 | 30.54 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 90,186 | 1.93 | 13,364 | -4.02 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 265,738 | -3.81 | 39,377 | -9.42 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,500 | 0.00 | 222 | -5.93 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 159,875 | -0.04 | 23,012 | -7.99 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 9,013 | -0.39 | 1,336 | -6.18 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 5,565 | -17.53 | 837 | -4.89 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 33,500 | -51.52 | 4,964 | -54.35 | |||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | 541,243 | 80,201 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 136,555 | -86.24 | 20,235 | -87.04 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 181,600 | 172.67 | 26,909 | 156.77 | |||
| 2025-08-15 | 13F | 公平控股公司 | 2,304 | 28.36 | 341 | 20.92 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 1,907 | 288 | ||||||
| 2025-05-22 | NP | SGAPX - Virtus SGA 全球成长基金 I 类 | 40,429 | -37.44 | 6,362 | -26.63 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 300 | -12.79 | 44 | -18.52 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 503,171 | 1.53 | 74,560 | -4.39 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 203,500 | -7.63 | 30,155 | -13.02 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 16,878 | 0.58 | 2,501 | -5.27 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 44,200 | -53.91 | 6,550 | -56.60 | |||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 265,537 | -24.91 | 39,352 | -29.30 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 2,249 | -0.62 | 352 | 11.78 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 29,800 | -62.23 | 4,416 | -64.44 | |||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,539 | 5.63 | 228 | -0.87 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 132,776 | 0.84 | 19,675 | -5.04 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 41,120 | 37.34 | 6,093 | 29.34 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 5,108 | -0.21 | 757 | -6.09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 776 | 0.00 | 115 | -6.56 | ||||
| 2025-08-06 | 13F | 泰博尔资产管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 10,400 | -57.72 | 1,541 | -60.19 | |||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 47,187 | 0.00 | 6,992 | -5.83 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,272 | 0.24 | 188 | -5.53 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 203,294 | 0.32 | 29,905 | -5.57 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 41,601 | 0.82 | 6,164 | -5.07 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,049 | 304 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 5,500 | -35.29 | 815 | -39.12 | |||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 187 | 28 | ||||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 169,625 | -1.87 | 25,135 | -7.59 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 465 | 16.25 | 69 | 9.68 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 900 | 1.01 | 133 | -5.00 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 6,899 | 0.00 | 1,022 | -5.81 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 486 | 0.00 | 70 | -8.00 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 8,946 | -13.41 | 1,326 | -18.46 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,759 | 0.00 | 853 | -5.85 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 17 | 13.33 | 3 | 0.00 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 3,640 | -10.06 | 539 | -15.25 | ||||
| 2025-08-28 | NP | Acap战略基金 | 227,694 | 0.00 | 33,740 | -5.83 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 273 | -97.36 | 41 | -96.65 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 24,987 | 27.24 | 3,703 | 19.81 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 5,279 | -0.47 | 782 | -6.24 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 7,652 | -31.82 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 529,856 | 6.27 | 78,514 | 0.07 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 5,123 | -5.60 | 771 | 8.76 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 21,304 | 21.27 | 3,157 | 14.18 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 59 | 63.89 | 0 | |||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 182,679 | -8.90 | 27,069 | -14.21 | ||||
| 2025-05-14 | 13F | Mission Creek 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 26,493 | 0.00 | 3,926 | -5.83 | ||||
| 2025-08-26 | NP | Profunds - Profunds 消费者服务副总裁 | 1,402 | -3.77 | 208 | -9.61 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,683 | -4.43 | 249 | -10.11 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 4,889 | -4.94 | 724 | -10.51 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 7,331 | -2.01 | 1,086 | 8.28 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 29,935 | -5.00 | 4,436 | -10.55 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 3,844,806 | 1.07 | 569,723 | 95,171.40 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 20,322 | 0.00 | 3,011 | -5.82 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 7,900 | -73.31 | 1,171 | -74.88 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 1,610 | -9.60 | 232 | -16.91 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,681 | -64.00 | 249 | -66.08 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 463 | 0.00 | 69 | -5.56 | ||||
| 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 | 910,299 | -16.57 | 136,945 | -3.82 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 2,513 | -0.12 | 372 | -5.82 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 9,393 | -3.01 | 1,392 | -8.73 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 657 | -8.88 | 97 | -14.16 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 9,410 | -2.73 | 1,394 | -8.41 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 17 | 0.00 | 2 | 0.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 6,222 | 1,124.80 | 922 | 1,295.45 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 381,217 | 19.20 | 56 | 12.00 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 14,278 | 19.95 | 2,116 | 12.92 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 14,133 | 4.70 | 2,034 | -3.60 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 226,451 | 0.44 | 33,556 | -5.41 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 2 | ||||||
| 2025-07-25 | 13F | 明思投资有限公司 | 1,723 | 0.17 | 255 | -5.56 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 1,703 | 0.00 | 252 | -5.62 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 10,782,837 | 16.23 | 1,598 | 9.46 | ||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 6,214 | 0.00 | 921 | -5.83 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 5,144 | 4.36 | 762 | -1.68 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,210 | 25.09 | 1,085 | 44.15 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 2,129 | -10.05 | 315 | -15.32 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 9,148 | -0.33 | 1,356 | -6.16 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 1,452 | 215 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - 休闲基金可变年金 | 671 | 16.09 | 99 | 10.00 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 13,297 | 10.26 | 1,970 | 3.85 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,423 | 0.00 | 211 | -5.83 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 6,468 | 8.58 | 931 | 0.00 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 9,339 | 1.77 | 1,384 | -4.22 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 2,000 | 296 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 2,800 | 415 | |||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 4,195 | -0.19 | 622 | -6.05 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 17,705 | 72.66 | 2,624 | 62.62 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 240 | 0.00 | 36 | 9.38 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 3,360 | -2.47 | 498 | -8.30 | ||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 1,033 | 0.00 | 153 | -5.56 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 39,400 | 17.96 | 5,838 | 11.09 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 34,557,612 | 1.31 | 5,120,747 | -4.60 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 3,787 | 0.00 | 561 | -5.71 | ||||
| 2025-04-23 | 13F | 经济金融服务公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 499 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | 梧桐金融顾问公司 | 1,900 | 0.00 | 281 | -5.70 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,012 | 0.00 | 146 | -8.23 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 73,654 | 12.74 | 11,081 | 29.97 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 104 | 0.00 | 15 | -6.25 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,990 | 12.49 | 295 | 5.76 | ||||
| 2025-07-28 | 13F | 莫里斯金融概念公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 23,182 | 11.83 | 3,435 | 5.30 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 7,278 | 150.62 | 1,078 | 177.12 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 97 | -14.91 | 15 | 0.00 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 613 | -53.67 | 91 | -56.73 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 60 | 9 | ||||||
| 2025-04-23 | 13F | 圣约翰投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 8,589 | 0.72 | 1,273 | -5.15 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 29,988 | -0.58 | 4,511 | 14.61 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 615 | 8.47 | 91 | 2.25 | ||||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 2,149,527 | -8.20 | 323,375 | 5.83 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 6,658 | -3.54 | 987 | -9.21 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 31,925 | 6.43 | 4,731 | 0.21 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 97,489 | 14,446 | ||||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 10,128 | 0.00 | 1,501 | -5.84 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 12,282 | -10.59 | 1,820 | -15.83 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 4,966 | 23.81 | 736 | 16.48 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 26,711 | 37.58 | 3,958 | 29.56 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 11,468 | 0.00 | 1,805 | 0.00 | ||||
| 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 | 91,395 | 26.23 | 13,543 | 18.86 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 591 | 0.00 | 88 | -6.45 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 427,500 | 336.30 | 64,313 | 364.72 | ||||
| 2025-07-29 | 13F | 格雷弗资本管理有限责任公司 | 2,000 | 0.00 | 296 | -5.73 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 60,954 | -0.08 | 9,032 | -5.91 | ||||
| 2025-07-07 | 13F | 西联银行 | 3,926 | 0.00 | 582 | -5.83 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 49,168 | 2.00 | 7,397 | 17.58 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 28,643 | -1.99 | 4,244 | -7.70 | ||||
| 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 | 17,282 | -32.37 | 2,600 | -27.64 | ||||
| 2025-05-09 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 968,567 | 1.84 | 143,522 | -4.10 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 3,221 | 0.22 | 477 | -5.54 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 10 | 0.00 | 1 | 0.00 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 5,490 | -10.72 | 826 | 2.87 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,683 | 4.79 | 242 | -3.59 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,803 | 33.06 | 260 | 22.75 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 6,069 | 0.00 | 899 | -5.86 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 11,737 | -2.40 | 1,739 | -8.09 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 24,131 | -19.47 | 3,576 | -24.18 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 15,883 | 2,857.73 | 2,286 | 3,213.04 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 5,364 | 0.11 | 795 | 1.40 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 26,719 | -8.88 | 3,959 | -14.20 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 3,467 | 0.00 | 514 | -5.87 | ||||
| 2025-08-14 | 13F | 富力资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 16,252 | -5.67 | 2,445 | 8.72 | ||||
| 2025-06-27 | NP | 想要 - Direxion 每日非必需消费品牛市 3 倍股票 | 931 | -27.83 | 140 | -16.67 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 1,780 | 0.00 | 264 | -6.07 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 4,100 | -82.10 | 645 | -79.01 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 565 | 2.36 | 84 | -3.49 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 269 | 6.32 | 40 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 3,082 | -9.54 | 457 | -14.93 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 19,254 | -84.73 | 2,853 | -85.62 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 362,800 | 143.82 | 53,760 | 129.59 | |||
| 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 | 38,048 | 16.43 | 5,477 | 7.16 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 24,344 | -20.18 | 3,607 | -24.84 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 18,262 | -7.64 | 2,706 | -13.02 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 14,652 | -0.68 | 2,171 | -6.46 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 40,890 | 8.18 | 6,059 | 1.88 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 738 | 8.53 | 109 | 1.87 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 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 | 2,758,900 | 38.48 | 408,814 | 30.40 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 14,466 | 0.00 | 2,144 | -5.84 | ||||
| 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 | 8,781 | -34.68 | 1,301 | -38.49 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 4,166 | -3.70 | 613 | -8.92 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 7,195 | 3.20 | 1,067 | -2.83 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 419,784 | 0.77 | 62,204 | -5.11 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 63,400 | -2.91 | 9,395 | -8.57 | |||
| 2025-08-14 | 13F | 德肖公司 | Call | 3,700 | 548 | |||||
| 2025-08-14 | 13F | 德肖公司 | 729,606 | 110.09 | 108,113 | 97.84 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 98 | -29.50 | 15 | -33.33 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,519 | 0.00 | 219 | -8.02 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,513 | 0.07 | 224 | -5.49 | ||||
| 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 | 2,119 | 0.00 | 314 | 1.29 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 116 | 17 | ||||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 5,222 | 0.00 | 822 | 17.29 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 11,209 | -0.20 | 1,661 | -6.06 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,671 | 422.93 | 544 | 496.70 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VCDAX - 先锋非必需消费品指数基金 Admiral Shares | 308,194 | -6.65 | 44,361 | -14.07 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 318 | 47 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 73,823 | 27.45 | 10,939 | 20.02 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 871 | -18.98 | 137 | -4.86 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,460 | 0.00 | 216 | -5.68 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 1,763 | 9.30 | 261 | 3.16 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 2,879 | -74.15 | 427 | -75.68 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 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 | 131,839 | 0.00 | 19,834 | 15.28 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 18,900 | -4.72 | 2,801 | -10.29 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 12,091 | 127.75 | 1,792 | 114.49 | ||||
| 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 | 1,358 | -8.86 | 201 | -14.10 | ||||
| 2025-07-24 | 13F | 康宁公司 | 2,279 | 2.20 | 338 | -3.71 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 23,480 | -3.85 | 3,479 | -9.45 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 877 | 132 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 8,759 | -0.79 | 1,298 | -6.62 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 3,230 | 0.00 | 479 | -5.91 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 483 | 0.00 | 72 | 7.58 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,519 | 0.00 | 225 | -5.86 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 5,398 | 9.09 | 800 | 3.77 | ||||
| 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 | 9,348 | -2.05 | 1,346 | -9.85 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 35,023 | 3.85 | 5,190 | -2.22 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 11,388 | 1,687 | ||||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 1,579 | -1.86 | 234 | -7.91 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 100,826 | -4.27 | 14,940 | -9.85 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 3,043 | 451 | ||||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,336 | -0.55 | 2,124 | -6.35 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 25,507 | 60.02 | 3,973 | 78.12 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 153,513 | 0.30 | 22,748 | -5.55 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 4,643 | 1.09 | 688 | -4.85 | ||||
| 2025-06-05 | NP | GTCEX - 战略股票投资组合 | 21,386 | -5.39 | 3,217 | 9.09 | ||||
| 2025-08-07 | 13F | 第1620章 | 330 | 0.00 | 49 | -5.88 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 1,374 | -30.43 | 204 | -34.52 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 1,755 | 0.00 | 260 | -5.80 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 62 | 0.00 | 9 | 0.00 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 140 | -75.86 | 21 | -78.02 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 16,849 | -67.49 | 2,425 | -70.08 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 916 | -5.86 | 136 | -11.76 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 297 | 0.00 | 44 | 12.82 | ||||
| 2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 430 | -30.76 | 65 | -20.99 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 82,360 | -3.71 | 12,204 | -9.32 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 4,340 | -7.97 | 643 | -13.34 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 266 | 5.98 | 38 | -2.56 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 715 | 0.00 | 108 | 0.00 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 49,680 | 7,362 | ||||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 3,600 | -5.26 | 533 | -10.72 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 13,036 | -70.16 | 1,932 | -71.91 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 4,589 | 0.00 | 680 | -5.96 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 3,316 | 0.00 | 491 | -5.76 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 26,266 | -3.09 | 3,892 | -8.72 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 607,581 | -7.32 | 91,404 | 6.85 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 13,993 | -13.61 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 6,727 | 77.49 | 997 | 67.11 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 97 | 0.00 | 14 | -6.67 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 2,974 | 441 | ||||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 124,156 | -5.52 | 18,397 | -11.04 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 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 | 2,893,300 | -0.11 | 428,729 | -5.94 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 1,705 | 0.18 | 253 | -5.62 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,905 | -8.89 | 579 | -14.24 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 741 | 0.27 | 110 | -6.03 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 15,214 | -2.08 | 2,254 | -7.77 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 2,698 | -5.63 | 400 | -11.14 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 6,751 | -1.26 | 1,016 | 13.79 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,230 | 0.00 | 182 | -5.70 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,665 | 0.00 | 839 | -5.84 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 28 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 1,800 | 0.00 | 267 | -6.01 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 909 | 1,217.39 | 137 | 1,411.11 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 6,320 | -38.27 | 936 | -41.90 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 3,429 | 0.00 | 1 | |||||
| 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 | 10 | 25.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,915 | 3.74 | 284 | -2.41 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,671 | 12.83 | 248 | 6.01 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 6,782 | -6.16 | 1,005 | -11.70 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 79,940 | 1,538.11 | 11,846 | 1,444.33 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 40 | 0.00 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | 布罗伊希尔资产管理公司 | 1,500 | 0.00 | 222 | -5.93 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 5,903 | 0.31 | 875 | -5.62 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 9,411 | -1.58 | 1,355 | -9.43 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 16,744 | 0.40 | 2,481 | -5.45 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 582 | 29.91 | 49 | -5.88 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,047 | 308 | ||||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 22,345 | -15.52 | 3,516 | -0.90 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 153 | -5.56 | 23 | -12.00 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 5,055 | 0.00 | 749 | -5.79 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 65,609 | 0.91 | 9,722 | -4.98 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 4,254 | -4.94 | 630 | -10.51 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 3 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 109,967 | 0.86 | 16,295 | -5.02 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 1,069,992 | -8.82 | 160,970 | 5.11 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 44,703 | 6.78 | 6,435 | -1.71 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 627 | 4.33 | 93 | -2.13 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 2,651 | -1.41 | 393 | -7.33 | ||||
| 2025-08-08 | 13F | 创意策划 | 111,144 | 4.39 | 16,469 | -1.70 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 3,245 | -0.25 | 481 | -6.07 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 51,336 | -1.47 | 7,607 | -7.22 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 2,133 | 0.00 | 316 | -5.67 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 3,267 | 37.44 | 484 | 29.41 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 7,335 | 1,087 | ||||||
| 2025-04-17 | 13F | SFM有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 2,219 | 0.00 | 0 | |||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 19,033 | 6.27 | 2,740 | -2.18 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 1,600 | 0.00 | 0 | |||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 60,247 | 2.93 | 8,927 | -3.07 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 24,451 | 2.31 | 3,623 | -3.64 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 34,706 | -0.29 | 5,143 | -6.12 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 3,499 | 0.00 | 518 | -5.82 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 2,127 | -26.20 | 306 | -17.30 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 130,205 | 0.97 | 19 | -5.00 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 24 | 0.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 7,735 | -55.68 | 1,146 | -58.27 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 45 | 0.00 | 7 | -14.29 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 94,885 | -1.23 | 14,060 | -6.99 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 29,156 | 36.45 | 4,320 | 28.49 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 1,994 | -0.20 | 295 | -6.05 | ||||
| 2025-06-18 | NP | NWZLX - 全国卢米斯全盘成长基金 A 类 | 9,498 | -3.15 | 1,429 | 11.65 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 113 | 0.00 | 17 | -5.88 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 229 | 1.33 | 34 | -5.71 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 9,902 | 1,490 | ||||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 720 | 0.00 | 107 | -6.19 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 9,647 | -16.61 | 1,429 | -21.48 | ||||
| 2025-05-27 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 154 | 1.32 | 24 | 20.00 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 54 | -44.90 | 8 | -46.67 | ||||
| 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 | 4,192 | 21.16 | 631 | 39.69 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,152 | 0.00 | 319 | |||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 7,031 | 0.00 | 1,042 | -5.88 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 22,669 | 0.39 | 3,263 | -7.59 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 3,556 | -11.70 | 527 | -16.90 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 9,095 | 2.79 | 1,348 | -3.23 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 47 | 2.17 | 7 | -14.29 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 5,195 | 0.70 | 770 | -5.18 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 128,418 | 8.32 | 19,319 | 24.87 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 1,708 | 1.01 | 253 | -4.89 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 82,576 | -2.41 | 12,236 | -8.10 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 2,812 | 6.27 | 417 | 0.00 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 510 | 2.00 | 76 | -3.85 | ||||
| 2025-06-26 | NP | USAAX - 成长基金股票 | 78,462 | -6.84 | 11,804 | 7.39 | ||||
| 2025-08-06 | 13F | 罗宾逊史密斯财富顾问有限公司 | 1,490 | 0.00 | 221 | -5.98 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,194 | 1.56 | 1,233 | 17.11 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 4,808 | 11.43 | 712 | 5.01 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 1,956 | 0.00 | 290 | -5.86 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 5,976 | 0.00 | 886 | -5.85 | ||||
| 2025-08-14 | 13F | 达格科公司 | 660 | 325.81 | 98 | 304.17 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 16,300 | -6.86 | 2,415 | -12.28 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 20,800 | -13.69 | 3,082 | -18.72 | |||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 3,647 | 0.00 | 541 | -4.75 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 1,896 | 0.00 | 281 | -6.04 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 2,954 | 425 | ||||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 13,970 | -3.41 | 2,070 | -9.01 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 2,400 | 0.00 | 356 | -5.84 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 13,121 | 0.00 | 1,944 | -5.81 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 10,250 | -9.53 | 1,519 | -14.81 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 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 | 153,512 | 4.30 | 22,747 | -1.79 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,322 | 4.51 | 2,756 | 20.51 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 149,562 | 141.81 | 22,162 | 131.14 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 1,575 | 0.00 | 233 | -5.67 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 1,592 | 6.77 | 236 | 0.43 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 32,192 | 1,131.99 | 4,843 | 1,212.20 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 218 | -4.80 | 32 | -11.11 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 26,609 | -96.14 | 3,943 | -96.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 2,900 | 0.00 | 430 | -5.92 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 2,000 | -0.30 | 296 | -6.03 | ||||
| 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 | 6,622 | 12.58 | 981 | 6.05 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 340,777 | -3.49 | 50,496 | -9.12 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,447 | 6.71 | 208 | -1.89 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 15,792 | 11.81 | 2,340 | 5.31 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 8,950 | -30.70 | 1,326 | -34.74 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 168 | 273.33 | 25 | 242.86 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 美国中小型股票基金 4 类 | 2,323 | -2.72 | 344 | -8.27 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 158 | 2,533.33 | 23 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 652 | 0.31 | 97 | -5.88 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 1,380 | 0.00 | 204 | -5.99 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 35,409 | -1.97 | 5,247 | -7.69 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 11,365 | 1,684 | ||||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 11,622 | 2.32 | 1,722 | -3.64 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 26,167 | -3.14 | 3,877 | -8.80 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 13,548 | 2.86 | 2,008 | -3.14 | ||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 4,659 | -12.69 | 690 | -12.44 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 166 | 0.00 | 25 | -7.69 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 13,202 | 0.00 | 1,956 | -5.83 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 35 | 600.00 | 5 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 378 | 0.00 | 56 | -5.08 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 3,762 | 2.65 | 557 | -3.30 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 帕拉贡金融合作伙伴公司 | 3,466 | 0.00 | 514 | -5.87 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 200 | 0.00 | 30 | -6.45 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 6,597 | 2.26 | 978 | -3.74 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 1,415 | 10.37 | 210 | 3.98 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 1,757 | -0.51 | 260 | -6.14 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 3,703 | -4.34 | 549 | -10.02 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 1,735 | -3.13 | 257 | -8.54 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 7,308 | 17.13 | 1,052 | 7.79 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 32,953 | 0.00 | 4,883 | -5.84 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,045 | -10.76 | 157 | 3.29 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 28,526 | 0.00 | 4,227 | -5.84 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,598 | 72.51 | 830 | 62.55 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,994 | 1,127.76 | 1,481 | 1,296.23 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 747 | 0.00 | 111 | -5.98 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 89,900 | -0.18 | 13,321 | -6.00 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 276,000 | 39.04 | 40,898 | 30.93 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 1,444 | 0.00 | 214 | -5.73 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 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 | 33,673 | 18.46 | 4,990 | 11.56 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 5,499 | 815 | ||||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 20 | 0.00 | 3 | -33.33 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 170 | 5.59 | 0 | |||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,728 | 23.16 | 256 | 16.36 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 3,607 | -11.85 | 534 | -16.95 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 3,064 | 1.76 | 454 | -4.02 | ||||
| 2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 2,400 | 22.39 | 361 | 16.88 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 81,417 | -0.59 | 12,064 | -6.39 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 13,023 | -6.30 | 1,930 | -11.80 | ||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 627 | 0.16 | 93 | -6.12 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 23,280 | -2.74 | 3,450 | -8.42 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 240 | 38 | ||||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 14,221 | 2,047 | ||||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 175 | 0.57 | 26 | -7.41 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 145 | 5.84 | 21 | 0.00 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 546 | -95.69 | 82 | -95.04 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 1,542 | 0.00 | 228 | -5.79 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 1,374 | -87.70 | 204 | -82.91 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 5,608 | 14.43 | 844 | 31.92 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 411,230 | -3.49 | 61 | -10.45 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 22,814 | -2.14 | 3,284 | -9.93 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 7,917 | 0.00 | 1,173 | -5.78 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 93,325 | -8.31 | 13,829 | -3.91 | ||||
| 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 | 1,226 | 13.62 | 184 | 31.43 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,707 | 0.29 | 226 | -3.83 |
