机构投资人持股和股东
International Business Machines Corporation (BG:IBM) 有 4556 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 674,899,966 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Jpmorgan Chase & Co, Geode Capital Management, Llc, Morgan Stanley, Bank Of America Corp /de/, and Capital World Investors .
International Business Machines Corporation (BUL:IBM)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%。
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
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 1,048 | 31.33 | 271 | 34.83 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 2,396 | -8.41 | 414 | -17.03 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 230 | 1.77 | 68 | 19.64 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 858 | 2.75 | 253 | 21.74 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 390,316 | 0.60 | 114,907 | 19.10 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 1,887 | -11.86 | 556 | 4.51 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 100 | 0.00 | 0 | |||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 292,617 | 0.63 | 86,258 | 19.29 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 164 | 1.23 | 48 | 20.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 56,193 | 213.96 | 16,565 | 321.05 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 868 | 0.00 | 256 | 18.60 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 1,337 | 5.11 | 394 | 24.68 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 15,935 | 1.07 | 4,697 | 19.82 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 47,264 | 0.89 | 13,932 | 19.60 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 1,905 | 0.00 | 562 | 18.60 | ||||
| 2025-07-18 | 13F | 顶峰投资管理有限公司 | 450 | 133 | ||||||
| 2025-08-15 | 13F | 特鲁夫格有限公司 | 687 | 203 | ||||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 500 | 0.00 | 147 | 18.55 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,653 | 782 | ||||||
| 2025-08-05 | 13F | 核心另类资本 | 14,448 | 0.00 | 4,259 | 18.54 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 3,193 | -1.45 | 941 | 16.89 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 2,642 | -1.38 | 1 | |||||
| 2025-07-11 | 13F | Wolfstich 资本有限责任公司 | 6,411 | -7.74 | 1,890 | 11.45 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 1,705 | 1.55 | 503 | 20.38 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 14,949 | 1.14 | 4,407 | 19.89 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 6,450 | -0.89 | 1,901 | 17.49 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 75,468 | 5.75 | 22,246 | 25.36 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 51,333 | -1.23 | 15,132 | 17.09 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 4,261 | -7.79 | 1,256 | 9.31 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 801 | 236 | ||||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 25,395 | -2.71 | 7,486 | 15.33 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 103,878 | 3.41 | 30,633 | 22.61 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 6,965 | 1.89 | 2,053 | 20.78 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 57,217 | 16,866 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 40 | 10 | ||||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 1,761 | 5.96 | 519 | 30.73 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 29,102 | 81.86 | 8,579 | 115.58 | ||||
| 2025-07-09 | 13F | 太平洋资本财富顾问公司 | 993 | -1.49 | 290 | 16.00 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 270,337 | -0.91 | 79,690 | 17.46 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 45 | 200.00 | 13 | 333.33 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,189 | 53.22 | 308 | 57.95 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 4,235 | 1.10 | 1,248 | 19.88 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 20,147 | -0.84 | 5,939 | 17.56 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 24,304 | -2.16 | 5,877 | -7.46 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 126 | 30 | ||||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 5,413 | 22.30 | 1,596 | 45.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 470 | 5.38 | 138 | 18.97 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 3,441 | -5.49 | 1,014 | 12.04 | ||||
| 2025-06-30 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 289 | 85 | ||||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 1,165 | 0.00 | 343 | 18.69 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 19,212 | 101.72 | 5,663 | 139.15 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 24 | 7 | ||||||
| 2025-08-11 | 13F | 塔桥顾问 | 12,203 | -8.27 | 3,597 | 8.77 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 17,137 | 2.86 | 5,052 | 21.95 | ||||
| 2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | Short | -8 | -27.27 | -7 | -78.79 | |||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 2,632 | 5.15 | 776 | 24.60 | ||||
| 2025-07-29 | 13F | 卢茨金融服务有限责任公司 | 714 | 210 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 14,128 | 8.38 | 3,660 | 11.22 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 762 | 0.00 | 225 | 18.52 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 27,267 | 9.29 | 8,038 | 29.57 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 33,911 | 10.07 | 9,996 | 30.50 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 7,823 | -52.64 | 2,306 | -43.85 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 520,500 | 7.81 | 153,433 | 27.80 | |||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 3,483 | -1.30 | 1,027 | 16.99 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 635,600 | 8.76 | 187,362 | 28.93 | |||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,421 | 0.00 | 419 | 18.41 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 14,750 | 0.99 | 4,348 | 19.75 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 3,735,746 | -11.86 | 1,101,223 | 4.49 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,620 | 20.54 | 478 | 42.81 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 1,200 | -20.00 | 354 | -5.11 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 1,150 | 0.00 | 339 | 18.60 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 1,167,890 | -1.09 | 344,271 | 17.25 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 384,800 | 71.86 | 113,431 | 103.74 | |||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,964 | 38.76 | 874 | 64.41 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 2,859 | -12.60 | 843 | 3.57 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 3,036 | 0.00 | 895 | 18.57 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 4,219 | 11.20 | 1,244 | 31.81 | ||||
| 2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 3,042 | -21.44 | 736 | -25.76 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 40 | 0.00 | 12 | 22.22 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,627 | -12.24 | 421 | -10.04 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 3,844 | -48.14 | 1,133 | -38.52 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,392 | 3.57 | 410 | 22.75 | ||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 1,515 | -3.13 | 447 | 14.95 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 64,502 | 19,014 | ||||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 6,514 | 0.39 | 1,920 | 19.03 | ||||
| 2025-05-28 | NP | QCGLRX - 全球股票账户 R1 级 | 286,326 | 26,534.98 | 71,198 | 47,364.67 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 40,000 | -20.00 | 11,791 | -5.16 | |||
| 2025-08-11 | 13F | 花旗集团 | 1,356,811 | 15.79 | 399,961 | 37.26 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 357 | 0.00 | 105 | 19.32 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 43 | 19.44 | 13 | 50.00 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 16,147 | 0.47 | 4,760 | 19.09 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 129,700 | 0.00 | 38,233 | 18.55 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 26,279 | 3.73 | 7,747 | 22.97 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 479 | -16.26 | 124 | -13.89 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 793 | 234 | ||||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 10,840 | 35.92 | 3,195 | 61.12 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 1,009 | 2.64 | 297 | 21.72 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 2,559 | 2.16 | 1 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 18,526 | 6.66 | 5,461 | 43.03 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 1,700 | -5.56 | 501 | 12.08 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,479 | 4.23 | 436 | 23.58 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 4,948 | 1,459 | ||||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 100,385 | 49.98 | 24,962 | 69.65 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 977 | 1.45 | 288 | 20.08 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 37,275 | -6.40 | 10,988 | 10.96 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 28,228 | -1.20 | 8,321 | 17.13 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 73,417 | -37.48 | 21,643 | -25.88 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 8,426 | 0.86 | 2,484 | 19.55 | ||||
| 2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 2,102 | 147.00 | 620 | 193.36 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 7,605 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 10,601 | 0.62 | 3 | 50.00 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 2,659 | -9.77 | 784 | 6.97 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 2,259 | 7.01 | 666 | 26.86 | ||||
| 2025-08-08 | 13F | 史蒂芬森公司 | 857 | 0.00 | 253 | 18.31 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 6,380 | 68.78 | 1,881 | 100.21 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 3,482 | -43.90 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 3,277 | -6.50 | 1 | |||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 6,032 | -8.92 | 1,778 | 8.02 | ||||
| 2025-08-05 | 13F | 资本管理协会/纽约/ | 7,000 | 0.00 | 2,063 | 18.56 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 13,015 | -1.36 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 798 | 235 | ||||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 2,290 | -97.30 | 675 | -96.80 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 653,098 | -31.37 | 157,932 | -35.09 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 223,201 | 3,057.91 | 65,795 | 3,644.74 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 24,159 | -29.69 | 7,122 | -16.65 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 6,147 | 1.32 | 1,812 | 20.16 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 892,422 | 1.70 | 263,068 | 20.56 | ||||
| 2025-03-28 | NP | HAPI - 港湾企业文化ETF | 10,922 | 3.73 | 2,793 | 28.31 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 1,753 | -14.61 | 517 | 1.18 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 435 | -35.65 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 7,915 | -6.68 | 2,333 | 10.62 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,559 | -9.99 | 459 | 6.74 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 17,624 | -0.01 | 5,195 | 18.55 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 6,932 | 0.00 | 2,043 | 18.57 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 760 | 222 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 7,566 | 14.78 | 2,213 | 42.62 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 1,962 | 5.09 | 578 | 24.57 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 15,936 | -3.74 | 4,698 | 14.12 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 87 | 0.00 | 26 | 19.05 | ||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 43,786 | 2.40 | 12,907 | 21.40 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 8,036 | 0.39 | 2,369 | 18.99 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 800 | 236 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 286 | -43.37 | 84 | -32.80 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 6,497 | -20.29 | 1,571 | 16.03 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 199 | 59 | ||||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 1,249 | 0.00 | 368 | 18.71 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 20,776 | -9.82 | 6,124 | 6.91 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 849 | 205 | ||||||
| 2025-08-26 | NP | EKSAX - 富国银行多元化收益基金 A 类 | 5,854 | -28.87 | 1,726 | 76.56 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 4,400 | -52.69 | 1,297 | -43.90 | |||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 533 | -78.98 | 157 | -75.08 | ||||
| 2025-08-12 | 13F | 联合银行 | 16,251 | 1.52 | 4,790 | 20.35 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 66,753 | -4.90 | 19,677 | 12.74 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 69,757 | -19.84 | 20,563 | -4.98 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 1,187 | -9.53 | 350 | 10.44 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 4,356 | -5.55 | 1,284 | 12.04 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 4,344 | -4.40 | 1,281 | 13.37 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 3,746 | 0.43 | 1,104 | 18.84 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 13,647 | 4,023 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 15,393 | 3.97 | 4,538 | 23.25 | ||||
| 2025-08-26 | NP | EKBAX - 富国银行多元化资本建设者基金 A 类 | 160,000 | 0.00 | 47,165 | 18.55 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 6,353 | -0.72 | 1,873 | 17.66 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 81 | 0.00 | 20 | -5.00 | ||||
| 2025-07-29 | 13F | 斯普伦资本管理公司 | 808 | -1.22 | 238 | 17.24 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 2,665 | 0.00 | 1 | |||||
| 2025-08-01 | 13F | 方面财富公司 | 5,846 | 99.05 | 1,480 | 102.33 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 1,760 | -3.08 | 519 | 14.86 | ||||
| 2025-04-21 | 13F | 罗伯茨财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 5,250 | 0.00 | 1,360 | 2.64 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 348 | 42.62 | 103 | 70.00 | ||||
| 2025-08-13 | 13F | 罗伯蒂·罗伯特 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 490 | -27.94 | 144 | -14.79 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 906 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 126,958 | -7.25 | 37,425 | 9.95 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 2,573 | -23.33 | 758 | -9.11 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 2,857 | 1.42 | 842 | 20.29 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 1,150 | 0.00 | 339 | 18.60 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 847 | 250 | ||||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 1,807 | -17.56 | 533 | -2.39 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 3,540 | 4.42 | 1,044 | 23.87 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 2,407 | 0.00 | 710 | 18.56 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 77,656 | -16.37 | 22,891 | -0.86 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 7,401 | 12.98 | 2,182 | 33.97 | ||||
| 2025-03-26 | NP | GEND - Genter Capital 股息收入 ETF | 56 | 14 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 183 | 0.55 | 54 | 17.78 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 724 | -78.11 | 213 | -74.09 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 5,319 | 0.85 | 1,568 | 19.53 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 200 | -28.06 | 59 | -15.94 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 4,511 | 0.53 | 1,330 | 19.19 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,750 | -13.28 | 516 | 2.79 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 2,488 | -6.25 | 733 | 11.23 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 4,585 | -52.96 | 1,352 | -44.24 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 16 | 5 | ||||||
| 2025-06-25 | 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 | 3,545 | 30.24 | 857 | 23.13 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 59,522 | 4.25 | 17,550 | 23.60 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 2,395 | -5.41 | 706 | 12.08 | ||||
| 2025-07-24 | NP | FSCSX - 软件和 IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,500 | 20,854 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,707 | -8.13 | 1,093 | 8.87 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 9,144 | -0.74 | 2,696 | 17.69 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 第一金融集团 | 955 | 0.00 | 282 | 18.57 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,083 | 5.76 | 319 | 25.59 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 37,313 | -2.17 | 10,999 | 15.99 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 2,100 | 0.00 | 619 | 18.58 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 1,980 | 0.00 | 584 | 18.50 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 14,819 | -2.44 | 4,368 | 15.68 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 1,996 | 25.06 | 588 | 48.48 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 33,834 | -16.25 | 9,974 | -0.73 | ||||
| 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 | 163,273 | 9.78 | 39,483 | 3.82 | ||||
| 2025-07-14 | 13F | 恩子财富 | 1,380 | 0.15 | 391 | 24.13 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 5,797 | 88.28 | 1,658 | 120.48 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 23,387 | -1.92 | 6,894 | 16.26 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 1,245 | 0.00 | 367 | 18.06 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 3,208 | -14.68 | 946 | 1.18 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 8,861 | -0.68 | 2,612 | 17.76 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 12,752 | 6,150.98 | 2,754 | 14.90 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 5,705 | -0.44 | 1,682 | 18.05 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 4,045 | 0.00 | 1,048 | 2.55 | ||||
| 2025-07-18 | 13F | 联合银行 | 705 | 208 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 19,421 | -1.98 | 5,725 | 16.20 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 4,071 | 0.05 | 1,200 | 18.60 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 20,897 | -1.91 | 6,160 | 16.29 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 75,422 | 27.04 | 22,233 | 50.60 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 70,300 | -12.23 | 20,719 | 4.03 | |||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 65,000 | -13.33 | 15,718 | -18.04 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,275 | -57.76 | 671 | -49.96 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 18,600 | -66.73 | 5,482 | -60.57 | |||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 5,461 | 3,356.33 | 1,379 | 3,837.14 | ||||
| 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 | 179 | -6.28 | 43 | -10.42 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 4,264 | 0.47 | 1,257 | 19.05 | ||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 1,058 | 19.14 | 312 | 41.36 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 437,819 | 1,270.28 | 105,873 | 1,196.03 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 2,328 | 686 | ||||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 2,015 | -1.80 | 594 | 16.27 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 7,125 | 21.57 | 2,100 | 44.13 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 310,399 | 138.06 | 91,479 | 187.68 | ||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 1,230 | 0.00 | 306 | 12.96 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 683 | 201 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 14,397 | -1.49 | 4,244 | 16.82 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 145,242 | 10.74 | 37,626 | 13.65 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 60 | 18 | ||||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,381 | -13.69 | 407 | |||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,048,643 | 0.70 | 495,403 | -4.77 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 2,202 | -0.77 | 649 | 17.79 | ||||
| 2025-08-05 | 13F | 明智金钱有限责任公司 | 865 | 0.00 | 255 | 18.14 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 8,765 | 10.67 | 2,584 | 31.18 | ||||
| 2025-08-07 | 13F | 第1620章 | 3,958 | 0.48 | 1,167 | 19.20 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 82,673 | -0.69 | 24,370 | 17.74 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 10,778 | 20.99 | 3,177 | 43.43 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 3,305 | 0.03 | 974 | 18.64 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 3,429 | -1.72 | 1 | |||||
| 2025-07-21 | 13F | 赛捷金融管理集团有限公司 | 1,570 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 10,940 | -11.69 | 3 | 0.00 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 2,649 | -5.96 | 781 | 11.43 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 2,733 | 17.65 | 806 | 39.51 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 708 | 209 | ||||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 5,138 | -12.53 | 1,491 | 7.74 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 2,529 | -14.70 | 745 | 1.09 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 720 | 203 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 27,189 | -4.12 | 8,015 | 13.67 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 251,489 | 31.83 | 72,562 | 55.85 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 134 | 57.65 | 40 | 85.71 | ||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 4,225 | 1,245 | ||||||
| 2025-04-09 | 13F | 赛威资产管理 | 1,800 | -49.30 | 448 | -42.69 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,105 | 3.53 | 904 | 21.34 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 29,836 | -11.36 | 8,795 | 5.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,236 | -1.44 | 364 | 17.04 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 26,968 | -3.79 | 6,521 | -9.01 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 11,013 | -0.57 | 3,246 | 17.86 | ||||
| 2025-08-27 | NP | IPFCX - 杨林基石基金投资者类别 | 3,300 | 0.00 | 973 | 18.54 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 907 | 0.00 | 267 | 18.67 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 1 | -50.00 | 0 | |||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 7,001 | -10.80 | 1,693 | -15.65 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 35,563 | -0.05 | 10,483 | 18.49 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 26,285 | 3.20 | 7,749 | 22.34 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,443 | -0.82 | 425 | 17.73 | ||||
| 2025-08-14 | 13F | 道富银行 | 54,536,963 | 0.27 | 16,076,406 | 18.87 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 1,571 | -1.87 | 463 | 16.33 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 32,931 | -0.83 | 9,707 | 17.58 | ||||
| 2025-08-13 | 13F | 新南方资本管理公司 | 1,500 | 0.00 | 442 | 18.82 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 2,885 | -26.20 | 850 | -12.55 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 2,368 | 0.00 | 613 | 2.68 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 29,331 | 5.02 | 8,646 | 24.49 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 6,722 | 1.36 | 1,982 | 20.13 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,248 | 0.00 | 368 | 18.39 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 551,484 | -3.49 | 162,566 | 14.42 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 4,313 | 343.72 | 1,072 | 400.93 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 9,601 | -5.78 | 2,830 | 11.73 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 25,525 | -7.07 | 8 | 16.67 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 75,339 | -10.00 | 22,208 | 6.69 | ||||
| 2025-08-13 | 13F | ESG规划 | 792 | 234 | ||||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 15,701 | -30.77 | 3,797 | -34.54 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,324 | 390 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 21,600 | 0.25 | 6,091 | 11.58 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 米德资产管理公司 | 4,524 | 894.29 | 1,334 | 1,079.65 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 952 | 279 | ||||||
| 2025-08-12 | 13F | 维维集团有限公司 | 4,264 | 3.17 | 1,257 | 22.30 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 1,488 | 0.00 | 439 | 18.38 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 2,178,026 | -2.92 | 642,039 | 15.09 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 3,998 | -10.28 | 1,179 | 6.32 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 145,032 | -0.50 | 43 | 16.67 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 8,502 | 0.52 | 2,506 | 19.16 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 400 | 0.00 | 118 | 18.18 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 22,367 | -26.81 | 5,409 | -30.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 53,303 | 74.20 | 15,713 | 106.52 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 7,283 | 5.15 | 2,147 | 24.62 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 10,507 | 10.12 | 3,097 | 30.56 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 399 | 0.00 | 96 | -5.88 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 3,253 | 94.91 | 959 | 130.84 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 5,029 | -2.08 | 1,482 | 16.05 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 24,541 | 4.02 | 6,358 | 6.75 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 2,375 | -2.34 | 700 | 15.89 | ||||
| 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 | 11,271,815 | 0.66 | 3,322,706 | 19.33 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,100 | -7.34 | 2,977 | 9.85 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 2,773 | 671 | ||||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 137,206 | -11.57 | 33,179 | -16.37 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,899 | -90.62 | 2,046 | -90.37 | ||||
| 2025-07-29 | NP | NIAGX - Nia 影响解决方案基金 | 9,812 | -32.06 | 2,542 | -30.29 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 2,483 | 0.00 | 732 | 18.48 | ||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 3,867 | -12.57 | 1,140 | 3.64 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,654 | 10.72 | 782 | 48.67 | ||||
| 2025-05-14 | 13F | 斯通里奇投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 10,671 | 0.11 | 3,146 | 18.68 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 58,210 | -0.42 | 17 | 21.43 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 586,082 | -6.98 | 172,102 | 10.34 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 4,460 | -1.31 | 1,315 | 17.01 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 31,335 | 0.30 | 8,118 | 2.93 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 9,934 | 7.41 | 2,928 | 27.36 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 141 | 34 | ||||||
| 2025-07-15 | 13F | 财富效应有限公司 | 12,677 | 8.42 | 3,737 | 28.52 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 112,888 | -3.21 | 33,277 | 14.75 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 1,000 | 0.00 | 295 | 18.55 | ||||
| 2025-08-27 | NP | PFPFX - 杨林伙伴基金A类 | 44,500 | -1.11 | 13,118 | 17.23 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,136 | -8.24 | 296 | -2.64 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 9,053 | 2.93 | 2,669 | 22.05 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 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 | 21,464 | 3.59 | 6,327 | 22.81 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,823 | 76.83 | 1,127 | 109.68 | ||||
| 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 | 329,795 | 20.19 | 97,217 | 42.48 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 44,165 | -14.33 | 13,019 | 1.56 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 28,617 | 5.04 | 8,436 | 24.52 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 97,868 | 28,850 | ||||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 2,868 | -0.42 | 845 | 18.02 | ||||
| 2025-08-25 | NP | SKYY - 第一信托云计算ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 516,479 | -7.77 | 152,248 | 9.34 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,943 | -15.93 | 953 | -20.52 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 744 | 219 | ||||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 835 | -2.34 | 246 | 16.04 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 6,448 | -0.12 | 1,901 | 18.38 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 703 | 0.14 | 207 | 18.97 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 103 | 0.98 | 30 | 20.00 | ||||
| 2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 3,294 | 120.48 | 819 | 149.70 | ||||
| 2025-05-30 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 309 | -85.12 | 77 | -83.33 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 5,099 | 0.22 | 1,503 | 18.81 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 6,174 | 22.94 | 1,820 | 45.83 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 英国保诚集团 | 114,974 | 4.53 | 33,892 | 23.92 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 17,076 | 34.37 | 5,034 | 59.32 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 285 | 231.40 | 74 | 284.21 | ||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 1,661 | -0.72 | 490 | 17.83 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 29,483 | 9.63 | 8,691 | 29.08 | ||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 800 | -86.21 | 236 | -83.70 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 2,155 | 28.43 | 635 | 52.28 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 6,228 | -4.23 | 1,836 | 13.48 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 151,888 | -0.04 | 44,774 | 18.49 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 1,037 | -63.86 | 265 | -55.31 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 33,386 | -13.77 | 9,842 | 2.22 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 39,221 | 2.08 | 9,484 | -3.46 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 129,280 | -17.41 | 33,057 | 2.15 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 85,200 | -31.12 | 25,115 | -18.34 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 99,499 | -0.09 | 29,331 | 18.44 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,657 | 16.61 | 488 | 38.24 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 18,000 | 5.88 | 5,306 | 25.53 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 8,336 | 7.08 | 2,457 | 26.98 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 39,914 | -42.82 | 11,766 | -32.22 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 25,562 | -9.33 | 8 | -99.90 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 1,623 | -40.79 | 478 | -29.81 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 319,137 | 1,781.48 | 94,075 | 2,130.85 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 3,267 | -4.53 | 963 | 13.29 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 220,537 | -3.56 | 65 | 16.07 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 372,400 | -11.69 | 109,776 | 4.69 | |||
| 2025-08-28 | 13F | 普罗斯佩拉资本管理有限公司 | 71,840 | 0.05 | 135 | 15.52 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,004,300 | -2.31 | 296,048 | 15.81 | |||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 30,983 | 12.37 | 8,026 | 28.01 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 1,132 | 0.00 | 334 | 18.51 | ||||
| 2025-03-31 | NP | FVAL - 富达价值因子 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 | 53,215 | 5.25 | 13,607 | 30.19 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 7,199 | 2,122 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 21,869 | 19.05 | 6,447 | 41.14 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 18,802 | 1.51 | 6 | 25.00 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 9,865 | -2.35 | 2,908 | 15.81 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,678 | 16.64 | 1,674 | 38.26 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 69,028 | -0.40 | 20,348 | 18.08 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 910 | 1.11 | 268 | 20.18 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 4,343 | 7.34 | 1,080 | 21.37 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 1,428 | -18.21 | 421 | -3.00 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 136 | -29.90 | 40 | -18.75 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 20,501 | -75.06 | 6,043 | -70.43 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 5,849 | 0.00 | 1,724 | 18.57 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 109,484 | -0.80 | 32,274 | 17.60 | ||||
| 2025-08-11 | 13F | 信托银行 | 13,986 | 6.08 | 4,123 | 25.75 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 749 | 221 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 17,963 | -1.85 | 5,295 | 16.37 | ||||
| 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 | 530,337 | 0.48 | 137,389 | 3.12 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 2,160 | -15.62 | 1 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 12,027 | -14.83 | 3,545 | 0.97 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 582,963 | 2.35 | 171,846 | 21.33 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 1,553 | 0.19 | 458 | 18.70 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,159 | -27.20 | 342 | -13.67 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 96,395 | 85.79 | 28,415 | 120.25 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 42,886 | 0.71 | 13 | 20.00 | ||||
| 2025-04-28 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 30,429 | -43.58 | 7,681 | -37.37 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 765 | 226 | ||||||
| 2025-08-13 | 13F | 可可企业有限责任公司 | 4,758 | -11.31 | 1,403 | 18.31 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 2,985 | -0.50 | 880 | |||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 26,727 | 11.38 | 6,646 | 25.97 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 9,397 | -15.09 | 2,770 | 0.69 | ||||
| 2025-03-31 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 175,542 | -4.88 | 44,886 | 17.66 | ||||
| 2025-05-08 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 6,000 | 100.00 | 1,492 | 126.25 | ||||
| 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 | 13,571 | -6.39 | 4,000 | 12.42 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 24,463 | -0.15 | 7,211 | 18.37 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 750 | 221 | ||||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 4,495 | -41.40 | 1,325 | -30.52 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 9,341 | 75.45 | 2,754 | 108.09 | ||||
| 2025-07-24 | 13F | 康宁公司 | 5,173 | -3.18 | 1,525 | 14.76 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 800 | -20.00 | 236 | -5.24 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 10,694 | 82.55 | 3,152 | 116.48 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 4,688 | -1.66 | 1,382 | 16.54 | ||||
| 2025-05-14 | 13F | 德克萨斯资本银行财富管理服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 300 | 88 | ||||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 4,003 | -1.09 | 1,180 | 17.30 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 4,816 | -0.62 | 1,420 | 17.76 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 3,470 | -1.64 | 1,023 | 16.53 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 701 | -55.21 | 205 | -47.56 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 90 | -17.43 | 27 | -3.70 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 3,144 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 17,475 | 0.68 | 5,089 | 17.91 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 14,300 | 0.00 | 4,215 | 18.57 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 21,047 | -24.72 | 5,090 | -28.81 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 525 | 0.00 | 155 | 18.46 | ||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,325 | 59.49 | 6,043 | 63.70 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 6,463 | 40.62 | 1,905 | 66.81 | ||||
| 2025-07-25 | 13F | RoundAngle 顾问有限公司 | 9,107 | 3.96 | 2,685 | 23.23 | ||||
| 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 | 301,558 | 0.16 | 72,923 | -5.28 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 1,426 | -1.04 | 420 | 17.32 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 7,238 | -1.00 | 2,134 | 17.39 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 2,292 | 0.39 | 1 | |||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 7,305 | 7.90 | 1,766 | 2.02 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 1,194 | 0.00 | 352 | 18.58 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 70,277 | -1.30 | 20,716 | 17.01 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 36,585 | -1.85 | 10,785 | 16.36 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 32,201 | 11.42 | 8,342 | 14.34 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,407 | -0.31 | 6,582 | 2.30 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 36,522 | 2,687.94 | 10,766 | 3,212.31 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 3,290 | 21.54 | 970 | 43.98 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 847 | 42,250.00 | 250 | |||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 2,504 | 22.93 | 738 | 45.85 | ||||
| 2025-05-08 | 13F | Gs 投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 17,253 | 5.11 | 5,086 | 24.60 | ||||
| 2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 851 | 251 | ||||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,500 | 0.00 | 442 | 18.82 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 16,843 | 12.52 | 4,965 | 33.37 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 122,623 | 2.97 | 36 | 24.14 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 397 | 4.47 | 117 | 24.47 | |||
| 2025-07-07 | 13F | 班戈储蓄银行 | 15,818 | -0.43 | 4,663 | 18.03 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 160,091 | 49.87 | 47,192 | 77.66 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 300,394 | -0.27 | 88,550 | 20.48 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 1,008 | 297 | ||||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 35,412 | -0.82 | 10,439 | 17.57 | ||||
| 2025-07-22 | 13F | 维康资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 9,647 | -0.29 | 2,844 | 18.21 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 53,075 | 96.40 | 15,645 | 132.85 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 7,910 | 0.30 | 2,332 | 18.93 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 10,221 | 19.13 | 3,013 | 41.21 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 14,336 | 2.79 | 4,226 | 21.83 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 398 | 0.51 | 0 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 54,200 | -58.02 | 15,977 | -50.23 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 123,000 | -17.89 | 36,258 | -2.66 | |||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 68,799 | 21.20 | 17,823 | 24.38 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,770 | 6,715 | ||||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 13,201 | 19.20 | 3,420 | 22.33 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 20,019 | -15.96 | 5,901 | -0.37 | ||||
| 2025-08-14 | 13F | 埃勒维图斯财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 11,481 | -0.92 | 3,384 | 17.46 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 1,779 | 0.00 | 524 | 18.55 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 1,276 | 2.33 | 376 | 21.29 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 9,908 | 0.00 | 2,396 | -5.45 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,700 | 6.09 | 796 | 25.79 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 1,000 | 0.00 | 295 | 18.55 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 2,602 | -5.38 | 767 | 12.15 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 500 | 0.00 | 147 | 18.55 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 5,523 | -22.70 | 1,336 | -26.89 | ||||
| 2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 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 | 64,926 | -26.42 | 15,700 | -30.42 | ||||
| 2025-08-12 | 13F | 三合一金融合作伙伴有限责任公司 | 1,730 | 0.35 | 510 | 18.93 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 816 | 241 | ||||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 11,000 | -14.73 | 3,243 | 1.09 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 3,722 | 2.48 | 1,097 | 21.48 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,667 | 9.89 | 786 | 30.35 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 7,100 | -69.79 | 2,093 | -64.20 | ||||
| 2025-08-26 | NP | WAR - 美国全球科技和航空航天及国防 ETF | 191 | 56 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 9,596 | 2,829 | ||||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 1,527 | 0.00 | 450 | 18.73 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,019 | 34.48 | 890 | 59.32 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 59,782 | 5.78 | 17,623 | 25.41 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 1,136 | 335 | ||||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 44,290 | 0.84 | 13,056 | 19.55 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 766 | 0.00 | 226 | 18.42 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 4 | 1 | ||||||
| 2025-08-13 | 13F | M 控股证券公司 | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 1,693 | -18.49 | 409 | -22.98 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 3,000 | 0.00 | 777 | 2.64 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 491 | 0.00 | 119 | -5.60 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 3,749 | -0.32 | 1,105 | 18.18 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 37,492 | -1.06 | 11,052 | 17.29 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 750 | -22.84 | 221 | -8.30 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 9,136 | -0.89 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 34,894 | -4.00 | 10,286 | 13.81 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 568,429 | -3.19 | 167,562 | 14.76 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 379,361 | -21.68 | 98,277 | -19.63 | ||||
| 2025-08-14 | NP | BVPIX - Baywood ValuePlus 基金机构股票 | 510 | -15.00 | 150 | 0.67 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,467 | 15.01 | 727 | 36.40 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 948,589 | 14.49 | 277,510 | 35.91 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 1,659 | 0.73 | 489 | 19.32 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 3,334 | 0.15 | 983 | 18.74 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 2,670 | -1.18 | 787 | 17.29 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 10,103 | 43.71 | 2,978 | 70.37 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 1,687 | -4.80 | 489 | 12.96 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 141,237 | 6.30 | 36,589 | 9.09 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 4,876 | -4.91 | 1,437 | 12.71 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 1,245 | 0.00 | 367 | 18.77 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 6,204 | 4.27 | 1,829 | 23.60 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 299,991 | 7.13 | 88,431 | 27.00 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,008 | -29.60 | 4,597 | -33.43 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 19,211 | -0.39 | 5,663 | 18.10 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 14,028 | 3.03 | 4,135 | 22.16 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 885 | -0.23 | 261 | 18.18 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 20,562 | 0.00 | 6,061 | 18.56 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 2,324 | 0.00 | 685 | 18.72 | ||||
| 2025-07-29 | NP | PGSYX - 胜利先锋全球股票基金Y类 | 49,656 | 4.20 | 12,864 | 6.92 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 34,554 | -0.08 | 10,186 | 18.44 | ||||
| 2025-05-09 | 13F | iA全球资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 1,377 | -3.64 | 406 | 14.08 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 21,546 | 7.21 | 6,351 | 27.10 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 385,763 | -1.27 | 93,285 | -6.63 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 145,206 | -3.98 | 43 | 13.51 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 22,554 | -33.13 | 6,648 | -20.73 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 9,981 | -3.03 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 安盛公司 | 296,816 | 4.96 | 87,495 | 24.43 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 6,750 | -2.32 | 1,990 | 15.77 | ||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 1,308 | -19.17 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,351 | 5.31 | 988 | 24.78 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 227 | -57.57 | 67 | -50.38 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 55 | 0.00 | 16 | 23.08 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 706 | -42.69 | 205 | -30.27 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 33,300 | 29.07 | 9,816 | 53.02 | |||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 5,479 | -2.60 | 1,615 | 15.52 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,133,068 | -58.80 | 334,006 | -51.16 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 3,510 | 849 | ||||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 10,368 | 2,964 | ||||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 1,593 | -1.06 | 470 | 17.25 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 14,279 | -0.88 | 4,209 | 17.50 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 932 | -39.72 | 27,473 | -28.53 | |||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 3,233 | 13.64 | 937 | 32.39 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 17,987 | 2.10 | 5,302 | 21.05 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,352 | -48.77 | 39,854 | -39.27 | |||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 13,160 | -13.45 | 3,879 | 2.62 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 332 | -23.15 | 98 | -9.35 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,454 | -49.64 | 428 | -40.31 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 2,496 | 1.26 | 736 | 20.10 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 49,997 | 0.01 | 14,738 | 18.56 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 908 | 268 | ||||||
| 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 | 226,390 | -1.13 | 54,746 | -6.50 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 32,760 | -10.88 | 9 | 12.50 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 4,511 | -9.58 | 1,330 | 7.18 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 34,522 | 1.19 | 10,176 | 15.14 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 5,312 | 50.65 | 1,566 | 78.65 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 1,970 | 107.59 | 476 | 96.69 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 27,271 | -1.43 | 8,039 | 16.85 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 201 | -99.22 | 50 | 117.39 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 681 | -36.00 | 201 | -24.24 | ||||
| 2025-08-05 | 13F | 好事达公司 | 1,901 | -94.09 | 560 | -92.99 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 765 | 226 | ||||||
| 2025-07-25 | 13F | 卡巴哈尔奥尔森金融服务集团有限责任公司 | 713 | 210 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 3,314 | 22.29 | 977 | 45.02 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,837 | -16.78 | 7,215 | -21.29 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 930 | 0.00 | 274 | 18.61 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 2,356 | 9.43 | 1 | |||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 2,703 | 0.04 | 797 | 18.63 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 27,125 | 6.84 | 7,996 | 26.66 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 3,089 | -52.25 | 911 | -43.41 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 2,846 | -1.62 | 839 | 16.55 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 152,471 | 102.64 | 44,945 | 160.48 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 1,233 | -17.25 | 363 | -1.89 | ||||
| 2025-05-15 | 13F | 图标财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 2,218 | 0.96 | 647 | 23.28 | ||||
| 2025-07-29 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 147 | 23.53 | 43 | 43.33 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,165 | 0.00 | 638 | 18.59 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 1,052 | -3.13 | 310 | 14.81 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 4,030 | -14.26 | 975 | -18.90 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 18,033 | -2.59 | 5,316 | 15.47 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 400 | 118 | ||||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 2,434 | 27.70 | 717 | 51.59 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 2,668 | 0.00 | 786 | 18.55 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 75,878 | -36.13 | 22,367 | -24.28 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 657 | -17.36 | 194 | -2.03 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 4,137 | 1.03 | 1,220 | 19.74 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 66,609 | -4.32 | 16,862 | -2.59 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,663 | 8.06 | 413 | 22.19 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 13,474 | 6.30 | 3,972 | 26.02 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 49,617 | 29.49 | 14,626 | 53.52 | ||||
| 2025-08-14 | 13F | 牧羊人卡普兰克罗楚克有限责任公司 | 2,618 | -11.34 | 772 | 5.04 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 1,794 | 3.82 | 529 | 23.08 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 3,432 | -12.43 | 1,012 | 3.80 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 790 | -15.87 | 233 | 0.00 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 2,070 | -53.39 | 610 | -44.80 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,459 | 2.96 | 7,124 | -2.64 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 81,431 | -25.82 | 24,004 | -12.06 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 2,650 | -20.18 | 1 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 10,947 | 3.70 | 3,227 | 22.94 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 11,447 | 11.01 | 3,374 | 31.59 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 5,677 | -2.41 | 1,673 | 15.70 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 6,009 | 3.11 | 1,771 | 22.22 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 4,319 | -2.44 | 1,273 | 15.73 | ||||
| 2025-08-29 | NP | 加贝利可转换收益证券基金公司 | 400 | 0.00 | 118 | 18.18 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 3,118,900 | 35.01 | 919,389 | 60.05 | |||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 1,928 | 0.00 | 568 | 18.58 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 282,715 | -3.43 | 83,339 | 14.48 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 2,050 | 3.33 | 605 | 22.52 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 2,604 | -2.91 | 768 | 15.17 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 3,005,700 | -0.45 | 886,020 | 18.02 | |||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 63 | 19 | ||||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 1,349 | -6.64 | 398 | 10.58 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 3,582 | -0.08 | 1,056 | 18.41 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 198 | 0.00 | 0 | |||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 19,704 | 0.00 | 5,808 | 18.55 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 10,562 | 3.67 | 3,113 | 22.90 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 1,202 | 8.48 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 33,938 | 83.81 | 10,004 | 117.90 | ||||
| 2025-08-13 | 13F | 第1832章 | 511,592 | -8.19 | 150,807 | 8.83 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 134,066 | 39,520 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 3,532 | 9.55 | 1,041 | 29.96 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 2,996 | -1.48 | 883 | 16.80 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,293 | -0.65 | 676 | 17.98 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 11,300 | -57.20 | 3 | -50.00 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 12,401 | 2.61 | 3,656 | 21.67 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 1,206,231 | 0.12 | 356 | 18.73 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 10,176 | 2.00 | 3,000 | 20.93 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 49,676 | 3.59 | 12,013 | -2.03 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 82,500 | 0.00 | 24,319 | 18.55 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 2,172 | -79.52 | 641 | -76.24 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 18,550 | -0.78 | 5,468 | 17.64 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -128 | -2,640.00 | ||||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 234,659 | -1.74 | 69,173 | 16.48 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 61,168 | 1.61 | 18,031 | 20.46 | ||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 351 | 0.57 | 104 | 19.77 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 1,184 | -3.35 | 349 | 14.80 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 191,453 | 5.36 | 47,894 | 6.00 | ||||
| 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 | 103,000 | -1.53 | 30,362 | 16.74 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 16,450 | -1.53 | 4,849 | 16.73 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 4,870 | 1,436 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 62,434 | 1.96 | 15,098 | -3.58 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 194,610 | 0.97 | 57,367 | 19.70 | ||||
| 2025-07-08 | 13F | 第一国际信托银行 | 899 | 0.00 | 265 | 18.83 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,230 | -0.27 | 657 | |||||
| 2025-07-28 | 13F | 戴维森信托公司 | 2,765 | -12.56 | 815 | 3.69 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 5,060 | 3.65 | 1,224 | -2.00 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 715 | 211 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 152,154 | -5.93 | 36,794 | -11.04 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 1,127 | 328 | ||||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 4,935 | 1,455 | ||||||
| 2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 9,460 | 2,789 | ||||||
| 2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 22,391 | -26.54 | 5,801 | -24.62 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 9,091 | -10.23 | 2,261 | 1.53 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 1,670 | -51.97 | 492 | -43.06 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 38,617 | 2.23 | 11,383 | 21.19 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 8,119 | 0.00 | 2,393 | 18.58 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 3,485 | 0.00 | 1,027 | 18.59 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 55 | 22.22 | 13 | 18.18 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,220 | 90.56 | 654 | 126.30 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 31,852 | -0.20 | 9,389 | 18.31 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 19,664 | 11.13 | 5,797 | 31.76 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 4,307 | 27.54 | 1,270 | 51.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 35,598 | 6.91 | 10,494 | 26.74 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 793 | 234 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 8,232,498 | 1.25 | 2,426,776 | 20.04 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 1,081 | 17.63 | 318 | 39.47 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 296 | 0.00 | 87 | 19.18 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 7,894 | -87.10 | 2,327 | -84.71 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 16,653 | 0.90 | 4,909 | 19.64 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 9,512 | -14.74 | 2,804 | 1.05 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 1,117 | -6.68 | 329 | 10.77 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 443 | -1.34 | 131 | 17.12 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 9,109 | -0.84 | 2,685 | 17.56 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 33,729 | 11.36 | 9,943 | 32.01 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 30 | -25.00 | 7 | -30.00 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 2,450 | 14,311.76 | 722 | 17,950.00 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 9,796 | 0.44 | 2,888 | 19.05 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 2,232 | 10.06 | 658 | 37.74 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1,199 | -7.27 | 290 | -9.66 | ||||
| 2025-05-30 | NP | PSPTX - PIMCO StocksPLUS 绝对回报基金机构 | 3,260 | -89.57 | 811 | -88.21 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 828 | -20.00 | 200 | -24.24 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 3,762 | -0.61 | 1,109 | 17.75 | ||||
| 2025-08-26 | NP | 贝莱德科技信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,322 | 8,644 | ||||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 3,471 | 5.57 | 1,023 | 25.21 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 9,857 | -3.47 | 2,554 | -0.93 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 4,116 | -5.96 | 1,024 | 6.34 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 9,726 | -0.36 | 2,520 | 2.23 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 4,717 | -2.66 | 1,391 | 15.35 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 11,002,288 | -2.19 | 3,243,254 | 15.96 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 590,131 | -12.33 | 173,959 | 3.93 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 10,432 | 0.00 | 3 | 50.00 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 13,412 | -8.14 | 3,475 | -5.73 | ||||
| 2025-04-09 | 13F | 奥基夫史蒂文斯咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 61,162 | -13.11 | 18,029 | 3.01 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 25,290 | 21.34 | 7,455 | 43.84 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 11,900 | 0.00 | 4 | 50.00 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 7,195 | 11.81 | 2,121 | 32.50 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,315 | 16.27 | 0 | |||||
| 2025-06-25 | NP | DOGG - FT Cboe Vest DJIA Dogs 10 目标收益 ETF | 7,325 | 36.94 | 1,771 | 29.55 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 35,362 | -23.41 | 10,424 | -9.21 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 32 | 9 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 9,810 | 19.18 | 2,892 | 41.30 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 25,692 | 4.28 | 7,574 | 23.62 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 18,446 | -15.90 | 5,438 | -0.31 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 4,849 | -1.88 | 1,429 | 16.37 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 617 | -8.18 | 182 | 8.38 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 77,330 | -4.32 | 22,795 | 13.43 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 5,045 | -6.70 | 1,487 | 10.64 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 6,510 | -1.14 | 1,919 | 17.23 |
