机构投资人持股和股东
Analog Devices, Inc. (CH:ANL) 有 2972 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 526,604,768 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Jpmorgan Chase & Co, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Invesco Qqq Trust, Series 1, Price T Rowe Associates Inc /md/, and Morgan Stanley .
Analog Devices, Inc. (BRSE:ANL)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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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | SJS投资咨询公司 | 10 | -87.34 | 2 | -86.67 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 253 | 0.00 | 60 | 17.65 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 21 | -54.35 | 5 | -55.56 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 79,000 | 0.00 | 18,804 | 18.03 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 13,788 | 13.88 | 2,950 | 5.92 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 6,430 | 13.79 | 1,530 | 34.33 | ||||
| 2025-08-07 | 13F | 第1620章 | 493 | -0.80 | 117 | 17.00 | ||||
| 2025-08-12 | 13F | 联合银行 | 23,640 | -3.27 | 5,627 | 14.16 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 10,849 | 13.29 | 2,582 | 33.71 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 91,900 | -37.10 | 21,880 | -25.76 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 2,004 | -93.93 | 477 | -92.84 | ||||
| 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 | 17,036 | -0.91 | 4,055 | 16.93 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 871 | 207 | ||||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 90,500 | -11.36 | 21,547 | 4.62 | |||
| 2025-08-11 | 13F | 塔桥顾问 | 20,514 | 1.38 | 4,883 | 19.66 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 470 | 0.00 | 112 | 18.09 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 7,039 | -29.40 | 1,675 | -16.67 | ||||
| 2025-08-14 | 13F | 光街资本管理有限公司 | 6,070 | 1,445 | ||||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 358 | 0.00 | 85 | 18.06 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,593 | -3.52 | 1,331 | 13.86 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 254 | -5.93 | 60 | 11.11 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 671 | 16.49 | 160 | 37.07 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 79 | 0.00 | 19 | 20.00 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 81,625 | -0.53 | 19,428 | 17.40 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 954 | 227 | ||||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 1,924 | -2.24 | 458 | 15.40 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,591 | -54.92 | 379 | -46.84 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 417 | -5.01 | 99 | 12.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 28,252 | 0.79 | 6,725 | 18.97 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 4,123 | -24.13 | 1 | -100.00 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 257,522 | -12.27 | 61,295 | 3.54 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 934 | 213 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 222 | -27.45 | 53 | -14.75 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 4,313 | 1,027 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 12,166 | 54.98 | 2,896 | 82.88 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,363,036 | -8.83 | 324,430 | 7.60 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 50,817 | -23.66 | 12,095 | -9.91 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 82 | 41.38 | 20 | 72.73 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 1,455 | -94.51 | 346 | -93.52 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 2,800 | 666 | |||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 14,410 | -4.10 | 2,809 | -11.78 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | FCUPX - MainStay PineStone 美国 P 类股票基金 | 80,128 | 15.08 | 15,619 | 5.86 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 7,991 | 26.40 | 1,902 | 49.29 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 76,485 | -49.24 | 18,205 | -40.10 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 960 | 228 | ||||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 125,481 | -4.61 | 29,867 | 12.58 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 13,300 | -53.98 | 3 | -40.00 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 87,000 | 454.14 | 21 | 566.67 | |||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 76,133 | -12.12 | 18,121 | 3.72 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,348 | -5.00 | 321 | 11.89 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 2,582 | 7.94 | 615 | 27.39 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 提升资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 2,625,858 | 3.80 | 625 | 22.55 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 21,185 | -4.92 | 5,042 | 12.22 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 12,876 | -9.71 | 3,065 | 6.54 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 960 | 154.64 | 228 | 200.00 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 2,209 | 75.88 | 534 | 117.07 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,674 | 0.48 | 398 | 18.81 | ||||
| 2025-05-23 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 101,160 | -7.28 | 24,078 | 9.44 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 980 | -3.07 | 233 | 14.22 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 13,793 | -2.30 | 3,283 | 15.31 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 880 | 209 | ||||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 124,216 | -6.99 | 29,566 | 9.78 | ||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 38,945 | -37.04 | 9,270 | -25.69 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,323,143 | 19.98 | 314,934 | 41.61 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 9,829 | 1.90 | 2,339 | 20.26 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 95,293 | 324.94 | 22,682 | 401.57 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 887 | 211 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 2,203 | 336.24 | 471 | 306.03 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 0 | 0 | ||||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 252,067 | 0.90 | 59,997 | 19.09 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 25,302 | -0.47 | 5,414 | -7.42 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 17,588 | -10.08 | 4,186 | 6.14 | ||||
| 2025-05-27 | NP | MFS 可变保险信托 II - MFS 国际内在价值投资组合初始类别 | 39,262 | -39.53 | 7,918 | -42.60 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 5,981 | -5.47 | 1,424 | 11.52 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 156,307 | 0.33 | 37,204 | 18.41 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 333,354 | -26.63 | 79,345 | -13.40 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 42 | 0.00 | 8 | 0.00 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 4,600 | -4.88 | 1,095 | 12.21 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 36,300 | 0.00 | 7,076 | -8.01 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 68,439 | 0.00 | 16,290 | 18.02 | ||||
| 2025-05-13 | 13F | LGT集团基金会 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,170 | 279 | ||||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-17 | NP | MINVX - 麦迪逊投资者基金 Y 类投资者基金 | 71,598 | 0.00 | 13,956 | -8.01 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 60,360 | 0.00 | 14,367 | 18.02 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 959 | -48.88 | 228 | -39.68 | ||||
| 2025-07-17 | 13F | SFM有限责任公司 | 1,080 | 0.00 | 257 | 18.43 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 968 | -92.44 | 230 | -91.09 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 46 | 318.18 | 11 | 400.00 | ||||
| 2025-08-14 | 13F | 采石场LP | 882 | 15.60 | 210 | 36.60 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 89 | 3.49 | 17 | -5.56 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 20 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 27 | 200.00 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,932 | 39.99 | 1,174 | 65.21 | ||||
| 2025-05-14 | 13F | 阔叶合伙人有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 20,601 | 44.25 | 4,903 | 70.24 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 30,720 | 1.49 | 7,312 | 19.77 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 890 | 0 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 18,900 | -80.58 | 4,499 | -77.08 | |||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 2,176,247 | -2.82 | 517,990 | 14.69 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 11,911 | 2.53 | 2,549 | -4.64 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 179,405 | -7.00 | 42,702 | 9.76 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 32,400 | -52.56 | 7,712 | -44.02 | |||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 6,981 | 11.91 | 1,662 | 32.03 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 18,646 | 4,438 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 37,657 | 8,963 | ||||||
| 2025-08-12 | 13F | 登打士合伙人律师事务所 | 197,970 | 0.00 | 47,121 | 18.02 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 32,967 | -10.00 | 7,847 | 6.21 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 9,155 | 0.00 | 2,179 | 18.04 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 242 | 0.00 | 58 | |||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 1,154 | -94.69 | 275 | -93.75 | ||||
| 2025-08-21 | NP | IBOT - VanEck 机器人 ETF | 995 | 1.84 | 237 | 19.80 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,194 | -1.24 | 284 | 16.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 104,990 | 0.00 | 24,990 | 18.02 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 201 | -76.66 | 48 | -72.83 | |||
| 2025-08-13 | 13F | 新斯科舍银行 | 248,589 | -9.53 | 59,169 | 6.77 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 12,287 | -90.47 | 3 | -92.00 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 19,426 | 4,624 | ||||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 830 | -95.69 | 162 | -96.05 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 44 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 1,255 | 0.00 | 299 | 17.79 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 2,738 | 6.74 | 652 | 25.92 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 2,980 | -2.01 | 709 | 15.66 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 114 | 0.00 | 27 | 22.73 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 189,300 | 8.42 | 36,898 | -0.26 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 57,678 | 0.30 | 13,729 | 18.38 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 21,364 | 2.12 | 5,085 | 20.50 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 870 | -0.57 | 207 | 17.61 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 13,491 | -3.19 | 3,211 | 14.27 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 2,164 | 0.00 | 515 | 18.12 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 938 | -24.48 | 223 | -10.80 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 154,963 | -20.37 | 36,884 | -6.02 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 18,883 | -2.20 | 4,495 | 15.44 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 22,784 | -12.55 | 5,423 | 3.22 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 13,621 | 12.72 | 2,747 | 6.97 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 7,606 | 1,810 | ||||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 5,871,489 | -2.71 | 1,397,532 | 14.83 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 6,099 | 13.47 | 1,403 | 11.17 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,517 | 0.93 | 361 | 19.14 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 144,183 | -22.23 | 34,318 | -8.21 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 64,726 | -2.23 | 15 | 15.38 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 4,785 | -39.60 | 459 | -36.48 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 12,120 | 8.92 | 2,362 | 0.21 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 7,460 | -0.16 | 1,776 | 17.86 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 11,600 | 0.00 | 2,261 | -7.98 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 146 | 0.00 | 35 | 17.24 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 9,417 | 2.73 | 2,241 | 21.27 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,029 | 245 | ||||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 62,514 | 10.80 | 13,377 | 3.06 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,739 | 1,198.10 | 534 | 1,111.36 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 243,437 | -14.99 | 57,943 | 0.33 | ||||
| 2025-08-14 | 13F | 安盛公司 | 189,400 | 29.42 | 45,081 | 52.75 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 11,323 | 1.35 | 2,695 | 19.62 | ||||
| 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 | 15,020 | 7.79 | 3,214 | 0.25 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 1,641 | 0.00 | 391 | 18.18 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 402,037 | -2.78 | 95,693 | 14.74 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,127 | 0.00 | 268 | 18.06 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 960,769 | -32.49 | 228,682 | -20.33 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 1,433 | -28.39 | 341 | -15.63 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 24,100 | -53.65 | 5,736 | -45.30 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 12,700 | 605.56 | 3,023 | 732.51 | |||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 14,769 | 58.28 | 3,515 | 86.87 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 39,949 | 46.39 | 8,974 | 63.06 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 431 | 0.00 | 103 | 18.60 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 2,108 | -13.22 | 502 | 2.45 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 5,297 | -8.04 | 1,261 | 3.03 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,232 | -9.45 | 531 | 6.84 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 3,551 | 1.72 | 845 | 20.03 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 24 | 0.00 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 241,412 | 2,223.73 | 57,461 | 2,642.72 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 5,535 | 4.79 | 1,317 | 23.66 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 41 | 0.00 | 10 | 12.50 | ||||
| 2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 4,782,642 | 10.22 | 1,138,364 | 30.08 | ||||
| 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 | 619,161 | -9.21 | 147,373 | 7.16 | ||||
| 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 | 25,549 | -0.37 | 6,081 | 17.60 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 57 | 5.56 | 11 | 0.00 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 552 | 131 | ||||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 26,949 | -14.22 | 5,253 | -21.09 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 1,015 | -0.49 | 242 | 17.56 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 1 | 0.00 | 6 | 100.00 | |||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 8,737 | -8.88 | 1,870 | -15.24 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 47 | 38.24 | 11 | 83.33 | ||||
| 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 | 190,854 | -0.01 | 45,427 | 29.98 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 3,660 | -43.04 | 871 | -32.74 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 271 | 0.37 | 0 | |||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 15,000 | 0.00 | 3,210 | -6.99 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,533 | 210.95 | 328 | 190.27 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 5,232 | -0.65 | 1,245 | 17.34 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 1,700 | -46.88 | 405 | -37.36 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 143,187 | 60.47 | 34,081 | 89.40 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 1,800 | 0.00 | 428 | 17.91 | |||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 2,539 | 0.63 | 604 | 18.90 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,187 | 0.00 | 283 | 17.99 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 27,679 | -32.60 | 6,588 | -20.45 | ||||
| 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 | 1,687 | 188.38 | 402 | 317.71 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 1,120 | 2.66 | 218 | -5.63 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 767 | 285.43 | 183 | 355.00 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 27,139 | -0.29 | 6,460 | 17.67 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 22,287 | 203.55 | 5,305 | 258.38 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 4,309 | -5.05 | 1,026 | 12.02 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 1,923 | 0.00 | 458 | 18.09 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 15,079 | -68.26 | 3,589 | -62.54 | ||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 1,866 | 4.71 | 376 | -0.53 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 906 | -79.19 | 216 | -75.51 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 3,671 | 0.00 | 874 | 17.97 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 8,433 | 4.11 | 2,007 | 22.90 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 111 | 26 | ||||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 911 | -20.58 | 217 | -6.49 | ||||
| 2025-08-11 | 13F | 信托银行 | 1,945 | 6.05 | 463 | 25.20 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,071 | 0.00 | 255 | 18.14 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 6,454 | -20.63 | 1,536 | -6.28 | ||||
| 2025-07-24 | 13F | 康宁公司 | 157,332 | 0.36 | 37,448 | 18.45 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 44,797 | 4.46 | 10,663 | 23.29 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 2,520 | -2.63 | 600 | 14.97 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 13,292 | 4.43 | 2,844 | -2.87 | ||||
| 2025-05-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 2,719 | -2.02 | 548 | -6.96 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 177,415 | -10.30 | 42,228 | 5.87 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 37,600 | 57.98 | 8,950 | 86.48 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 5,717 | 620.03 | 1,361 | 709.52 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 6,416 | -0.16 | 1,527 | 17.92 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | 7,200 | 1,452 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 97,760 | 63.37 | 23,269 | 92.81 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 27,687 | 6,590 | ||||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 395 | -34.93 | 94 | -22.95 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 10,705 | -4.90 | 2,548 | 12.30 | ||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 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 | 188,556 | 0.00 | 40,347 | -6.99 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 147,607 | -12.55 | 35,133 | 3.21 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 10,685 | -2.27 | 3 | 0.00 | ||||
| 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 | 4,405 | -2.59 | 1,048 | 15.04 | ||||
| 2025-04-01 | NP | JETIX - abrdn 全球股票影响力基金机构级 | 4,379 | 0.00 | 928 | -5.02 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 15,216 | 168.93 | 3,622 | 217.35 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 1,100 | 0.00 | 262 | 18.10 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 4,263 | -14.43 | 1,015 | 101,300.00 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 9,500 | 0.00 | 2,261 | 18.07 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 2,945 | -4.20 | 701 | 13.09 | ||||
| 2025-06-26 | NP | FIFNX - 富达创始人基金 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 | 9,673 | 0.00 | 1,885 | -8.00 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 1,251 | -4.87 | 298 | 12.08 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 8,284 | -1.10 | 1,972 | 16.70 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 4,849 | 0.00 | 1,154 | 18.12 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 2,550 | 0.00 | 607 | 17.90 | ||||
| 2025-08-14 | 13F | 3G资本合伙公司 | 90,000 | -55.00 | 21,422 | -46.89 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 29,580 | 4.42 | 5,766 | -3.95 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,085,990 | 508.04 | 258,487 | 617.64 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 20,500 | 6.77 | 4,879 | 26.01 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 27,987 | 14.11 | 5,989 | 6.13 | ||||
| 2025-04-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 1,448 | 0.49 | 345 | 19.86 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 51,923 | -2.14 | 12,359 | 15.50 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 11,520 | -1.62 | 2,742 | 16.14 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 17,639 | -34.32 | 3,774 | -38.91 | ||||
| 2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 2,085,045 | -0.97 | 496,282 | 16.88 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,859 | -83.44 | 442 | -80.47 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 324,062 | 5.42 | 63,166 | -3.03 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 4,904 | -1.80 | 1 | 0.00 | ||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 15,675 | 0.00 | 3,354 | -6.99 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 420 | -3.45 | 100 | 13.79 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 153 | -8.93 | 36 | 9.09 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 12,367 | 17.29 | 2,944 | 38.43 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 882 | 210 | ||||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,278 | 0.00 | 249 | 0.00 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 7,695 | -10.08 | 1,717 | -0.52 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 44 | -76.47 | 10 | -72.97 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 206 | -2.37 | 49 | 16.67 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 60,169 | 2.39 | 14 | 27.27 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 25,433 | 2.47 | 6,053 | 20.94 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 213,021 | 3.75 | 50,703 | 22.45 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 66,777 | -0.57 | 15,894 | 17.35 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 7,579 | 8.13 | 1,622 | 0.56 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 20 | 0.00 | 5 | 0.00 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 262,584 | -12.81 | 51,183 | -19.79 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 6,983 | -1.30 | 1,361 | -9.21 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 33,009 | 5,719 | ||||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 50 | 0.00 | 12 | 10.00 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 891 | -1.00 | 214 | 18.23 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,092,801 | 5.82 | 260,024 | 25.33 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/MFS 国际价值投资组合 IB 级 | 35,910 | -37.06 | 7,242 | -40.26 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 7,700 | 0.00 | 1,831 | 19.69 | |||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 12,493 | -4.60 | 2,974 | 12.61 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 8,809 | -2.72 | 1,717 | -10.48 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 276 | 22.67 | 66 | 44.44 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 17,145 | 0.00 | 3,669 | -7.00 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 42,261 | 18.79 | 9,043 | 10.50 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 36,050 | -0.88 | 8,581 | 16.99 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 385 | -6.10 | 75 | -12.79 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 18,620 | 0.93 | 4,432 | 12.26 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 484,949 | 13.38 | 115,428 | 33.81 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 12,058 | 11.27 | 2,350 | 2.35 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,579 | 13.19 | 376 | 33.45 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | Put | 6,327 | 17.56 | |||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 27,939 | -5.21 | 6,650 | 11.88 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,380 | 4.62 | 566 | 23.58 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 3,208 | 4.77 | 764 | 23.66 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 154 | 0.00 | 37 | 16.13 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 10,790 | -51.58 | 2,286 | -54.01 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 4,949 | -2.08 | 1,178 | 15.51 | ||||
| 2025-06-23 | NP | SMPIX - 半导体超行业深度投资者类别 | 11,215 | -23.60 | 2,186 | -29.71 | ||||
| 2025-04-17 | 13F | 湾桥资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 4,715 | 123.78 | 1,085 | 136.17 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 11,528 | 0.53 | 2,744 | 18.64 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 2,645,172 | -1.17 | 629,617 | 16.66 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 72 | 0.00 | 17 | 21.43 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 6,341 | 2.64 | 1,509 | 21.20 | ||||
| 2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 19,301 | -20.84 | 4,594 | -6.55 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 498,121 | -38.85 | 119 | -28.05 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 253 | -29.33 | 60 | -16.67 | ||||
| 2025-08-13 | 13F | 第1832章 | 74,725 | 208.62 | 17,786 | 264.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 4,595 | -3.14 | 1,094 | 14.33 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 138,310 | 10.75 | 32,921 | 30.71 | ||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 1,747 | 416 | ||||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 588 | -4.39 | 119 | -9.23 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 993 | 0.00 | 236 | 18.00 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 1,125 | 0.00 | 268 | 18.14 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 109 | 202.78 | 26 | 257.14 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 1 | 0 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 923 | 220 | ||||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 461,500 | -19.73 | 109,846 | -3.77 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 35,100 | -1.96 | 8,355 | 15.72 | ||||
| 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 | 2,208 | 9.04 | 430 | 0.23 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 694,700 | 230.81 | 165,352 | 290.44 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,125 | -1.48 | 609 | -9.37 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 270,329 | 82.33 | 64,344 | 115.19 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 71,858 | 4.06 | 17,104 | 22.81 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 11,147 | -1.26 | 2,173 | -9.20 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 2,472 | 9.62 | 589 | 29.52 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,906 | -2.73 | 1,406 | 14.79 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 6,741 | 6.14 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,251 | -18.55 | 298 | -3.88 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 38,283 | 2.23 | 9,112 | 20.66 | ||||
| 2025-08-13 | 13F | 梅蒂奇集团有限合伙人 | 397,768 | -0.72 | 94,677 | 17.18 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 3,852 | -4.68 | 917 | 12.53 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 8,100 | -30.17 | 1,928 | -17.61 | |||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,934 | 3.16 | 698 | 21.82 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 124 | -8.15 | 30 | 7.41 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 32,531 | 7.29 | 6,961 | -0.22 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 214,399 | -1.69 | 51,031 | 16.03 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,255 | 12.76 | 299 | 33.04 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,212 | 1.89 | 526 | 20.37 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 47,574 | -5.38 | 11,324 | 11.68 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 12,880 | -35.00 | 3,066 | -23.28 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 33,764 | 0.00 | 8,037 | 18.02 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 8,232 | 3.16 | 1,959 | 21.75 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 5,826 | 27.12 | 1,387 | 50.00 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,943 | 14.63 | 462 | 35.48 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 5,238 | 0.25 | 1,260 | 35.05 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 6,234 | 10.65 | 1,484 | 30.55 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 91,581 | 1.31 | 21,798 | 19.57 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 3,030 | -8.87 | 721 | 7.61 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 161,067 | -51.38 | 38 | -42.42 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 13,895 | 1.59 | 3,307 | 19.91 | ||||
| 2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 984 | 34.24 | 211 | 25.00 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 225 | -55.00 | 54 | -53.51 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 12,060 | 91.19 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 8,778 | 1.09 | 2,080 | 18.86 | ||||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 286,647 | -2.43 | 68,228 | 15.16 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 1,242,980 | 4.12 | 242,282 | -4.22 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 6,011 | -4.07 | 1,431 | 13.22 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,245 | -21.20 | 243 | -27.54 | ||||
| 2025-05-08 | 13F | 私人咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 14,658 | 15.93 | 3,489 | 36.84 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,970 | 0.00 | 707 | 18.06 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 4,007 | 0.00 | 954 | 17.95 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 56,522 | 0.00 | 13,453 | 18.03 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 6,008 | -58.83 | 1,430 | -50.31 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 649,917 | -0.29 | 154,693 | 17.69 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 258 | 61 | ||||||
| 2025-04-15 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,731,242 | 74.68 | 650,090 | 106.16 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 644 | 153 | ||||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,750 | 3.43 | 429 | 41.25 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 108,600 | 3.40 | 25,849 | 22.04 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 462,603 | 0.00 | 110,109 | 18.02 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 153,800 | -7.74 | 36,607 | 8.89 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,462 | -4.69 | 313 | -11.36 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 13,300 | 0.00 | 3,166 | 18.01 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 948 | 0.32 | 226 | 18.42 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 113,919 | -4.64 | 24,376 | -11.31 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 13,516 | 2,635 | ||||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 689 | -8.98 | 0 | |||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 16,400 | 23.18 | 3,509 | 14.56 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 8,175 | -1.51 | 1,946 | 16.26 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 1,183 | -14.52 | 282 | 0.72 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 7,761 | -1.49 | 1,847 | 16.31 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Talos 资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 2,241 | 18.26 | 533 | 39.53 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 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 | 56,633 | -2.47 | 13,480 | 15.12 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF 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 | 495 | 37.88 | 106 | 28.05 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 7,643 | 2.47 | 1,819 | 20.94 | ||||
| 2025-08-22 | NP | FDRV - 富达电动汽车和未来交通 ETF | 793 | 9.23 | 189 | 28.77 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 4,544 | 1.61 | 1,082 | 19.98 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,193 | 427 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 670 | 8.77 | 159 | 28.23 | ||||
| 2025-08-07 | 13F | 商业银行 | 26,188 | -0.85 | 6,233 | 17.03 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 631 | 150 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,606 | 1.45 | 382 | 19.75 | ||||
| 2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 58,002 | -2.69 | 11,306 | -10.49 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 759,185 | 4.10 | 162,450 | -3.17 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 500 | 6.61 | 119 | 26.60 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 4,217 | 18.79 | 902 | 10.54 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 369 | 0.27 | 0 | |||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 7,068,446 | -11.44 | 1,682,432 | 4.52 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 94,634 | -6.90 | 23 | 10.00 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,368 | 0.00 | 326 | 18.18 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 9,268 | 2,206 | ||||||
| 2025-08-22 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 13,773 | -0.16 | 3,278 | 17.83 | ||||
| 2025-08-28 | NP | Acap战略基金 | 1,346,630 | 22.88 | 320,525 | 45.03 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 4,427 | 28.88 | 947 | 19.87 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 15,364 | 0.30 | 3,657 | 18.36 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 2,055 | 0.00 | 489 | 18.12 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 196 | 0.00 | 47 | 17.95 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 448,602 | 7.55 | 106,776 | 28.27 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,165 | 1.99 | 22,175 | 20.37 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 1,390 | -68.71 | 271 | -71.31 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 31,068 | -0.13 | 7,395 | 17.87 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 445,870 | 0.00 | 106,126 | 18.02 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,670 | 0.00 | 397 | 18.15 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 359,012 | 0.74 | 85,452 | 18.89 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 989 | -9.60 | 193 | -16.88 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 10,052 | -61.47 | 2,393 | -53.93 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 893 | -5.60 | 213 | 11.58 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 3,810 | 0.00 | 907 | 20.32 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 545 | 17.46 | 130 | 38.71 | ||||
| 2025-08-28 | NP | JEQIX - 约翰逊股票收益基金 | 59,200 | 0.00 | 14,091 | 18.03 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,738,927 | -4.99 | 889,939 | 12.14 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 14,926 | -0.22 | 3,553 | 17.77 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 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 | 708 | -22.20 | 169 | -8.20 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 11,575 | 5.54 | 2,755 | 24.60 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 1,448 | -5.17 | 345 | 12.05 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 价值 II 级 | 26,072 | 0.00 | 6,206 | 18.03 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 33,615 | 0.95 | 8,001 | 19.15 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 525 | -4.37 | 112 | -11.11 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 3,242 | 0.00 | 772 | 18.07 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 2,262 | -21.24 | 538 | -7.08 | ||||
| 2025-06-02 | 13F | 视凯威投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 2,000 | 0.00 | 476 | 18.11 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 114 | 0.00 | 23 | 0.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 80,659 | 17.14 | 19 | 46.15 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 21,455 | 26.23 | 5,107 | 48.99 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 123,150 | 14.76 | 29,312 | 35.41 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 1,009 | 2.13 | 203 | -2.87 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 31,204 | 26.50 | 7,427 | 49.32 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 300,223 | -0.69 | 71,459 | 17.22 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 97 | 0.00 | 23 | 21.05 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 16 | 4 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,135 | -10.98 | 270 | 5.06 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 20,160 | 5.74 | 4,798 | 24.82 | ||||
| 2025-04-29 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 233 | 55 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,379 | 21.99 | 804 | 44.09 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 52 | 0.00 | 12 | 20.00 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,100,280 | 0.70 | 214,467 | -7.37 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 40,841 | -1.37 | 9,721 | 16.41 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 4,681 | -0.95 | 1,114 | 16.89 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 1,050 | 238.71 | 250 | 388.24 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 4,350 | 0.00 | 931 | -1.90 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 5,078 | 1,209 | ||||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 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 | 12,100 | 19.60 | 2,359 | 10.03 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 266,657 | 8.99 | 57,059 | 1.38 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,580 | 376 | ||||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 3,476 | -3.87 | 744 | -10.59 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 12,895 | 51.39 | 3,069 | 78.74 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 6,200 | -22.77 | 1,476 | -8.89 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 4,543 | 54.10 | 972 | 43.36 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,675 | 0.00 | 1,214 | -6.97 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 1,198 | -6.41 | 256 | -12.93 | ||||
| 2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 30,223 | -0.47 | 6,467 | -7.43 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 1,319 | -92.30 | 314 | -90.19 | ||||
| 2025-04-29 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 10 | 2 | ||||||
| 2025-08-29 | NP | JAJGX - 全球信托资产净值 | 15,325 | -27.11 | 3,648 | -13.97 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 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 | 813,429 | 0.00 | 158,554 | -8.01 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 89,369 | 640.61 | 21,272 | 774.27 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 9,362 | 6.79 | 2,228 | 26.09 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 2,991 | 0.00 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 9,214 | -7.18 | 2,193 | 9.60 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 480 | 33.33 | 103 | 24.39 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,138 | -47.07 | 222 | -47.26 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 17,265 | 3,365 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 516,259 | -6.31 | 122,880 | 10.58 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 991 | 236 | ||||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 2,457,980 | -0.59 | 585,048 | 17.32 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 75 | 15 | ||||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 2,892 | -25.19 | 702 | -10.01 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 5,468 | 46.67 | 1,066 | 34.98 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 3,154 | -4.91 | 751 | 12.28 | ||||
| 2025-04-25 | NP | FILFX - 战略顾问国际基金 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 | 41,092 | -17.85 | 9,454 | -13.33 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,429 | 340 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 204,550 | 14.73 | 48,687 | 35.41 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 25,366 | 15.24 | 5,428 | 7.17 | ||||
| 2025-05-13 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND 投资者份额 | 6,870 | 0.00 | 1,581 | 5.47 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 148,709 | 0.35 | 28,986 | -7.68 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 1,682 | 0.00 | 400 | 17.99 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,410 | -16.37 | 284 | -20.67 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 1,110 | -2.20 | 264 | 15.79 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 873 | -99.84 | 208 | -99.81 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -3,719 | 42.27 | -885 | 67.93 | |||
| 2025-08-26 | NP | Nuveen 纳斯达克 100 动态覆盖基金 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 | 93,667 | -0.72 | 22,295 | 17.17 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 2,106 | -8.47 | 501 | 7.97 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 6,065 | -4.95 | 1,444 | 12.12 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 123,599 | -11.38 | 29,419 | 4.60 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 549,656 | 1.89 | 130,829 | 20.25 | ||||
| 2025-08-26 | NP | PXGOX - PAX GLOBAL OPPORTUNITIES FUND 机构级 | 11,956 | -25.80 | 2,846 | -12.43 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 4,975 | 34.68 | 1,184 | 58.93 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 14,412 | -0.91 | 3,430 | 16.95 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 186 | -10.14 | 44 | 7.32 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 272,960 | -1.86 | 53,205 | -9.72 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 4,547 | -78.67 | 1,082 | -74.83 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 7,134 | -10.46 | 1,698 | 5.73 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 6,873 | -5.50 | 1,636 | 11.60 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 49 | 6.52 | 10 | 0.00 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,467 | 6.00 | 286 | -2.73 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 1,458 | -1.55 | 347 | 16.44 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 452,041 | -41.27 | 107,557 | -30.71 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 55,079 | 0.64 | 13,110 | 18.78 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,394 | -14.29 | 808 | 1.13 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 3,238,265 | -0.23 | 770,771 | 17.75 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 1,138 | -2.07 | 271 | 15.38 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 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 | 30 | 20.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 68,964 | 4.06 | 16,415 | 22.82 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 8,570 | -3.38 | 2,040 | 14.04 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 1,961 | -9.04 | 395 | -13.76 | ||||
| 2025-05-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 189,744 | 449.12 | 36,985 | 650.49 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 20,406 | -2.23 | 4,857 | 15.37 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 57 | 0.00 | 0 | |||||
| 2025-04-09 | 13F | 资本资产咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 博克夫，那 | 8,725 | 63.45 | 2,077 | 92.94 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 斯托克斯家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 50 | 12 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 430 | -17.94 | 102 | -2.86 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 413 | -58.32 | 81 | -58.55 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 475,568 | 0.64 | 113,195 | 18.78 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 1,069 | -0.56 | 254 | 17.59 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 7,196 | 0.36 | 1,713 | 18.48 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 2,048 | -46.98 | 487 | -37.48 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,241 | 22.87 | 295 | 45.32 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 2,131 | 1.00 | 507 | 19.29 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 6,406 | 5.50 | 1,524 | 24.51 | ||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 35,513 | 0.00 | 8,453 | 18.03 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,198,624 | 15.22 | 285,295 | 36.06 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 14,302 | -1.94 | 3,404 | 15.74 | ||||
| 2025-03-26 | NP | MVSRX - Mar Vista 战略增长基金退休股票 | 2,434 | 0.00 | 516 | -5.16 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 1,413 | 0.00 | 336 | 18.31 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 1,546 | 331 | ||||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 2,023 | 1.15 | 0 | |||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 13 | -68.29 | 3 | -75.00 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 14,912 | -10.59 | 3,549 | 5.53 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -8,936 | -2,127 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 26 | 13.04 | 6 | 20.00 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 4,336 | 0.09 | 928 | -6.93 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,618 | 385 | ||||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 52,313 | -16.35 | 10,197 | -23.05 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 1,196 | 0.00 | 241 | -5.12 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 5,805 | 0.00 | 1,335 | 5.53 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 3,459 | 823 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,376 | 3.77 | 328 | 22.47 | ||||
| 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 | 284,335 | 0.41 | 60,842 | -6.61 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 4,412 | 1,050 | ||||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 阿米投资管理公司 | 1,400 | 0.00 | 333 | 18.09 | ||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 1,511 | 0.00 | 360 | 18.09 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 42,700 | -1.84 | 10,164 | 15.86 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 1,336 | -9.61 | 318 | 6.38 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,291 | -10.78 | 252 | -17.97 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 180 | 83.67 | 43 | 121.05 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 29,921 | -1.22 | 7,122 | 16.58 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 1,843 | 0.00 | 439 | 18.06 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 1,691 | 402 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,275 | -3.56 | 541 | 13.89 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 807 | 40.84 | 173 | 70.30 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 14,721 | -8.56 | 3,504 | 7.92 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 61 | 15 | ||||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 208,021 | -1.59 | 49,513 | 16.15 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 22,665 | 0.10 | 5,395 | 18.13 | ||||
| 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 | 1,968 | 1.65 | 421 | -5.39 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 6,705 | -68.95 | 1,435 | -71.72 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 218,693 | 16.42 | 52,053 | 37.40 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 846 | 201 | ||||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -109,543 | 22.77 | -21,352 | 12.94 | |||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 332 | 7.79 | 65 | -1.54 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 23 | 5 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 51,977 | 3.00 | 12,372 | 21.57 | ||||
| 2025-07-28 | 13F | 大象马克B | 21,672 | 0.86 | 5,158 | 19.04 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 30,805 | -0.90 | 7,332 | 16.98 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 56,132 | 70.52 | 12,011 | 58.60 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 2,322,437 | -10.96 | 552,783 | 5.09 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 566 | -4.23 | 1,043 | 776.47 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 64,335 | 0.00 | 15,313 | 18.03 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 400,782 | 333.77 | 94,781 | 415.61 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 4,650 | -7.68 | 1,107 | 8.97 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 5,500 | -36.78 | 1,309 | -25.37 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 992 | 0.00 | 236 | 18.00 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 65 | 0.00 | 16 | 15.38 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 892 | 212 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 389,775 | 228.87 | 92,774 | 288.16 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 56,871 | -1.41 | 13,536 | 16.36 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 277,803 | -14.46 | 59,444 | -20.43 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 48,349 | 1.92 | 11,508 | 20.29 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 921,813 | -3.01 | 219,410 | 14.47 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 671 | 52.15 | 131 | 47.73 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 1,267 | 14.66 | 302 | 35.59 | ||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 62,041 | -2.47 | 15 | 16.67 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,910 | 4.83 | 455 | 23.71 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 12,747 | -3.77 | 3,034 | 13.59 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 79,441 | 4.88 | 15,485 | -3.52 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 1,210 | 13.62 | 288 | 34.11 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 37,828 | 0.27 | 9,004 | 18.34 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 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 | 16,300 | -18.50 | 3,750 | -14.03 | ||||
| 2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 53,682 | -20.61 | 10,464 | -26.98 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 84,871 | -9.66 | 20,201 | 6.62 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 87 | 0.00 | 21 | 17.65 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 260,495 | 0.31 | 62,003 | 18.40 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 3,240 | 632 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 600 | -85.71 | 143 | -83.23 | |||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 5,720 | 1,361 | ||||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 336,542 | -17.95 | 79,319 | -3.14 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 6,028 | -0.23 | 1,350 | 7.66 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,113,512 | -28.03 | 265,038 | -15.05 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 90,000 | 0.00 | 21,422 | 18.02 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 247,822 | 300.79 | 58,987 | 373.06 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 50 | 12 | ||||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 86,522 | -0.44 | 20,594 | 17.51 | ||||
| 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 | 2,180 | -6.44 | 425 | -14.00 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,670 | 28.76 | 409 | 76.29 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 45,920 | -0.29 | 10,933 | 17.69 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 2,403 | 16.48 | 572 | 37.59 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 3,630 | -0.49 | 864 | 17.41 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 5,717 | 1,361 | ||||||
| 2025-05-29 | NP | 约翰汉考克投资信托 - 约翰汉考克多元化实物资产基金类别资产净值 | 1,294 | -71.80 | 261 | -75.17 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 15,275 | -8.76 | 3,636 | 7.67 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 8,138 | 203.43 | 1,937 | 271.07 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 442 | -3.28 | 105 | 8.25 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 18,848 | 104.80 | 4,486 | 141.83 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 15,822 | -27.15 | 3,766 | -14.04 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 697,142 | -7.09 | 166 | 9.27 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 20,550 | 5.88 | 4,891 | 24.96 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 368,814 | -6.54 | 87,785 | 10.30 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 29 | 0.00 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 153,104 | -6.53 | 36,442 | 10.32 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,596 | 10.91 | 380 | 30.69 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 20,925 | -2.13 | 4,981 | 15.52 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 1,135 | 270 | ||||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,061 | 0.00 | 253 | 18.31 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 1,300 | 291 | ||||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 1,555 | 91.50 | 333 | 78.49 | ||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 882 | 210 | ||||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 8 | 14.29 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 1,487 | 6.21 | 354 | 42.17 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 28,667 | -7.67 | 6,823 | 8.98 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 10,533 | 3.01 | 2,507 | 21.53 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 2,485 | 0.00 | 591 | 17.96 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 84,732 | 0.00 | 20,166 | 18.01 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 8,300 | 1,976 | |||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 45 | 0.00 | 11 | 11.11 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 47,000 | -55.66 | 11,187 | -47.67 | ||||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 1,816 | 0.00 | 432 | 18.03 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 13,894 | -24.93 | 2,708 | -30.94 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 8,300 | 1,976 | |||||
| 2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 2,112 | 3.33 | 503 | 21.84 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 96,839 | -0.91 | 23,050 | 16.95 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,300 | -88.79 | 309 | -86.79 | |||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 74 | -33.33 | 18 | -22.73 | ||||
| 2025-05-27 | NP | FGLGX - 富达系列大盘股票基金 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 | 45,238 | -72.20 | 9,123 | -73.61 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 1,594 | 13.21 | 0 | |||||
| 2025-05-30 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 6,395 | -4.95 | 1,290 | -9.80 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 176 | 0.00 | 42 | 17.14 | ||||
| 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 | 723 | 731.03 | 172 | 975.00 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 5,785 | -1.88 | 1,377 | 15.15 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 7,254 | -3.64 | 1,727 | 13.70 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 298,223 | -1.18 | 70,983 | 16.63 | ||||
| 2025-08-07 | 13F | 辛辛那提伤亡公司 | 8,355 | 0.00 | 1,989 | 18.05 | ||||
| 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 | 498,177 | 2.80 | 106,600 | -4.38 | ||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 10,599 | -47.97 | 2 | -50.00 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 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 | 5,912 | 0.00 | 1,407 | 18.04 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 9,644 | 2,296 | ||||||
| 2025-05-28 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 46,821 | -39.09 | 9,442 | -42.18 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,172 | 5.49 | 279 | 24.55 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 7,372 | 42.62 | 1,755 | 59.74 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 872 | 208 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Artisan 中型价值投资组合 A 类 | 65,486 | -18.69 | 15,587 | -4.03 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 50,797 | -8.31 | 12,091 | 8.22 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,340 | 25.94 | 319 | 48.60 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 30,805 | 3.18 | 7,332 | 21.79 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 144,913 | -2.53 | 34,492 | 15.03 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 504,109 | -1.16 | 119,889 | 16.65 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 881 | -14.13 | 210 | 1.46 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 9,292 | 165.26 | 2,212 | 213.17 | ||||
| 2025-05-14 | 13F | REAP金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 9,844 | 0.51 | 2,106 | -6.52 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 107 | 25 | ||||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 13,737 | -2.38 | 3,270 | 15.23 | ||||
| 2025-07-23 | NP | CHPS - Xtrackers 半导体精选股票 ETF | 1,357 | -10.25 | 290 | -16.43 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 5,944 | 1.80 | 1,272 | -5.36 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 5,600 | 1,333 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 176,552 | -2.14 | 42,023 | 15.49 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,996 | 7.85 | 713 | 27.32 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 19,063 | -2.13 | 4,537 | 15.50 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 11,263 | 4.37 | 2,681 | 23.16 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 2,883 | 617 | ||||||
| 2025-04-25 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 676 | 42.02 | 156 | 50.49 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,036 | 11.07 | 485 | 31.17 | ||||
| 2025-07-24 | 13F | 卡斯特兰集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 80,764 | 0.04 | 19,224 | 18.07 | ||||
| 2025-07-11 | 13F | BDF-管理 | 17,342 | 0.00 | 4,128 | 18.02 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 100 | 0.00 | 24 | 15.00 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 10,936 | 0.00 | 2,603 | 18.00 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 2,420 | 10.76 | 576 | 30.91 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 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 | 7,022 | 9.34 | 1,369 | 0.59 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 20 | 4 | ||||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 12,349 | 0.00 | 2,939 | 18.03 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,131 | 269 |
