机构投资人持股和股东
The Boeing Company (CH:BA) 有 3261 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 688,306,893 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Fmr Llc, Capital Research Global Investors, State Street Corp, Newport Trust Co, Capital World Investors, AGTHX - GROWTH FUND OF AMERICA Class A, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and VFINX - Vanguard 500 Index Fund Investor Shares .
The Boeing Company (BRSE:BA)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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解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 6,524 | 2.02 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | 城堡胡克合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 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 | 31,050 | 0.00 | 5,422 | 12.35 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 379,341 | 1.58 | 78,645 | 20.59 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 3,914 | 2.54 | 820 | 25.96 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 132,147 | 2.34 | 24,215 | 6.23 | ||||
| 2025-08-06 | 13F | 哥伦比亚河金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 全球清洁有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 3,193 | 19.36 | 669 | 46.71 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 2,488 | -22.10 | 521 | -4.23 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 25,393 | -4.57 | 5,321 | 17.26 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,842 | -0.05 | 386 | 22.93 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 580 | 0.00 | 122 | 23.47 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 3,064 | -4.76 | 642 | 17.15 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 19,613 | 29.29 | 4,066 | 53.49 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 14,333,172 | -1.51 | 3,003,229 | 120,949.13 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 2,396 | 0.00 | 1 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 3,437 | 7.54 | 720 | 32.11 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 131,995 | -8.31 | 27,657 | 12.65 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 31,320 | 0.59 | 5,739 | 4.44 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 28,411 | -2.94 | 6 | 25.00 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,095 | 229 | ||||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,825 | 0.77 | 382 | 24.03 | ||||
| 2025-05-30 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 4,945 | -85.73 | 843 | -86.25 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 6,316 | -4.30 | 1,323 | 17.60 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 1,800 | -15.05 | 0 | |||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 1,564 | -4.05 | 0 | |||||
| 2025-05-12 | 13F | 经验资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 8,946 | -11.04 | 1,874 | 9.27 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 300,200 | -6.80 | 62,961 | 14.62 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 42,000 | -15.83 | 8,809 | 3.51 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 69,309 | -58.78 | 14,536 | -49.31 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 1,961 | -13.88 | 411 | 5.67 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 78,531 | 16,455 | ||||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 普通股基金 - I 类 | 20,178 | 0.00 | 4,228 | 22.84 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,559 | -0.51 | 327 | 22.10 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 大盘成长基金初始级 | 49,565 | -2.16 | 10,385 | 20.21 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 74,100 | 15,526 | |||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 2,688 | -6.93 | 563 | 14.43 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,920 | 65.09 | 402 | 103.03 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Call | 149,200 | 1,889.33 | 31,262 | 2,342.27 | |||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 10,158 | -19.21 | 2,128 | -0.75 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 1,615 | -3.12 | 338 | 19.01 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 95 | -62.75 | 20 | -55.81 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3,295 | 5.74 | 690 | 29.94 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 120,600 | 25,269 | ||||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 361,580 | 17.90 | 66,256 | 22.39 | ||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 35,600 | 207.00 | 6,523 | 218.82 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,176 | 0.00 | 246 | 23.00 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 19,231 | -0.44 | 4,029 | 22.31 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 49,865 | 27.37 | 10,448 | 56.48 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 9,544 | -6.39 | 2,087 | 27.27 | ||||
| 2025-08-14 | 13F | K2 主要基金有限合伙人 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 1,597 | 0.57 | 335 | 23.70 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 260 | 16.59 | 54 | 42.11 | ||||
| 2025-08-12 | 13F | 联合银行 | 18,758 | -14.50 | 3,930 | 5.05 | ||||
| 2025-05-13 | 13F | 七大经理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 47,756 | -6.37 | 10,006 | 15.04 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 2,166 | 369 | ||||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 4,298 | 4.88 | 1 | |||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 丰业资本公司 | 30,069 | 20.67 | 6,300 | 48.24 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 7,100 | 2.16 | 1,488 | 25.49 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 6,338 | -37.54 | 1,328 | -23.24 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 27,000 | -21.74 | 5,657 | -3.84 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,420 | 0.92 | 507 | 13.93 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 14,205 | -1.04 | 2,976 | 21.57 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 266 | 0.00 | 56 | 22.22 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 122,049 | -1.46 | 25,573 | 21.06 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,632 | -4.52 | 761 | 17.44 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 32,264 | -4.06 | 6,760 | 17.87 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 2,005 | 0.00 | 0 | |||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 270,762 | -86.41 | 56,134 | -83.87 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 49,464 | 1.38 | 10,364 | 24.55 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,764 | -0.97 | 579 | 21.64 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 68,341 | -0.28 | 14,319 | 22.51 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 177,629 | -0.12 | 37,219 | 22.71 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 4,140 | 1,210.13 | 759 | 1,278.18 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 26,531 | 5,559 | ||||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 655 | -15.27 | 137 | 4.58 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,196 | -12.38 | 251 | 7.76 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | Call | 171 | -3.95 | |||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 12,644 | 0.00 | 2,649 | 22.87 | ||||
| 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 | 41,641 | -1.20 | 8,725 | 21.40 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 23,903 | -13.69 | 5,008 | 6.03 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 29,061 | 0.52 | 5 | -20.00 | ||||
| 2025-05-14 | 13F | 莫纳西投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 40,983 | -9.90 | 8,497 | 6.96 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 3,896 | -5.89 | 816 | 15.58 | ||||
| 2025-08-07 | 13F | 第1620章 | 13 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 18,592 | -1.36 | 3,896 | 21.19 | ||||
| 2025-06-27 | NP | BOEU - Direxion Daily BA Bull 2X 股票 | 3,857 | 707 | ||||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -1,642 | -72.49 | -340 | -67.37 | |||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 2,500 | 0.00 | 524 | 22.77 | |||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -183 | -38 | |||||
| 2025-08-08 | 13F | 国民年金服务 | 1,513,061 | 13.50 | 317,032 | 39.44 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 5,341 | 31.04 | 1,119 | 61.01 | ||||
| 2025-08-26 | NP | JETS - 美国环球喷气机 ETF | 77,873 | -21.34 | 16,317 | -3.37 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 1,080 | 226 | ||||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 2,200 | -1.39 | 461 | 21.05 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 10 | 0.00 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 6,368 | 1,334 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 282 | 0.00 | 59 | 22.92 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 5,987 | -32.96 | 1,255 | -17.61 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 53 | 0.00 | 11 | 22.22 | ||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 3,956,010 | 4.61 | 828,903 | 28.52 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 1,500 | 0.00 | 314 | 23.14 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 21,573 | 24.93 | 4,520 | 60.11 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 15,000 | 0.00 | 3,110 | 18.71 | ||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 7,368 | 1,544 | ||||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 103 | 0.00 | 22 | 23.53 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 5,830 | -29.08 | 1,222 | -12.85 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 315 | 314.47 | 66 | 450.00 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 5,147 | -0.87 | 1,078 | 21.81 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 13,446 | 9.25 | 2,817 | 34.27 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 137,452 | 0.94 | 29 | 21.74 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 364 | -15.15 | 75 | 1.35 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 209 | 38 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 65,267 | 2.65 | 13,675 | 26.12 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,302 | 78.51 | 901 | 119.22 | ||||
| 2025-05-08 | 13F | 资本管理协会/纽约/ | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,415 | -8.38 | 506 | 12.47 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 7,961 | -93.46 | 1,668 | -91.97 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 14,201 | 4.14 | 2,976 | 27.96 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 113,340 | 394.93 | 23,748 | 508.14 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 18,941 | 4.36 | 3,969 | 28.21 | ||||
| 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 | 490,185 | 34.89 | 89,821 | 40.03 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 1,850 | 0.00 | 388 | 22.86 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 6,353 | 1.23 | 1,331 | 24.39 | ||||
| 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 | 337,700 | 1,427.36 | 70,758 | 1,708.28 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,666 | 0.08 | 768 | 23.08 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 54,212 | 6.22 | 11,359 | 30.50 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 12,343 | 9.43 | 2,586 | 34.48 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,472 | -25.39 | 308 | -8.33 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin 控股公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 2,775 | -0.50 | 581 | 22.32 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 1,018 | -70.41 | 213 | -63.65 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,412 | 19.56 | 296 | 46.77 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 10,009 | -0.55 | 2,097 | 22.20 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 1,939 | -4.10 | 0 | |||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 1,543 | 0.00 | 323 | 22.81 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 2,870 | 3,198.85 | 505 | 22.63 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 30,078 | 236.33 | 6,302 | 313.25 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 33,652 | 2.01 | 7,051 | 25.33 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,399 | 310 | ||||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 4,351,946 | -7.54 | 911,863 | 13.59 | ||||
| 2025-08-14 | NP | MYIFX - Monetta 核心增长基金 | 900 | 0.00 | 189 | 22.88 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,094 | 5.07 | 439 | 29.20 | ||||
| 2025-08-14 | 13F | 安盛公司 | 34,655 | 1,225.75 | 7,261 | 1,531.69 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 276 | 58 | ||||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 2,445 | 5.71 | 512 | 29.95 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 4,593 | 11.29 | 962 | 36.84 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Call | 10,000 | -20.00 | 2,095 | -1.69 | |||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 15,579 | -1.15 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 21,854 | 310.79 | 4,579 | 404.85 | ||||
| 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 | 150 | 31 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 15 | -90.32 | 3 | -88.46 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Put | 22,500 | 4,714 | |||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 1,317 | 0 | ||||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 75 | 0.00 | 16 | 25.00 | ||||
| 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 | 26,005 | 0.00 | 5,449 | 22.84 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 2,210 | 463 | ||||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 49 | 11 | ||||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,374 | -3.20 | 1,545 | 18.94 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 11,462 | 8.61 | 2,376 | 28.99 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,865 | 274.50 | 391 | 364.29 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 775 | 162 | ||||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 3,139 | 81.13 | 636 | 115.25 | ||||
| 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 | 86,646 | -4.68 | 17,963 | 13.17 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 10,054 | 47.29 | 1,715 | 41.89 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 41,340 | -3.23 | 8,662 | 18.90 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 1,485 | 17.48 | 311 | 44.65 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 28,490,956 | -6.71 | 5,969,710 | 14.61 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,520 | 17.82 | 8,891 | 22.30 | ||||
| 2025-08-19 | 13F | Marex 集团 | 258,521 | 54,168 | ||||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 10,277 | -1.73 | 2,153 | 20.75 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 250,000 | 52,382 | |||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 2,336 | 489 | ||||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 7,774 | 106.10 | 1,629 | 153.19 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 1,635 | 10.92 | 343 | 36.25 | ||||
| 2025-04-22 | 13F | GAM控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,340 | -0.45 | 700 | 22.20 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 674 | 20.79 | 124 | 25.51 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 2,167 | 1.07 | 454 | 24.38 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 3,577 | -1.22 | 750 | 21.39 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 291,762 | 4.06 | 61,133 | 27.84 | ||||
| 2025-08-14 | 13F | 双创证券有限公司 | Call | 301,700 | 63,215 | |||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 6,354 | -87.99 | 1 | -88.89 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 167 | -56.17 | 35 | -46.87 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 47,466 | -19.54 | 9,946 | -1.15 | ||||
| 2025-05-30 | NP | PSKIX - PIMCO StocksPLUS 国际基金（未对冲）机构 | 309 | -86.96 | 53 | -87.59 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,488 | 6.51 | 312 | 25.91 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 814 | -13.77 | 171 | 6.25 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 38,942 | 8,160 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 5,412 | 18.87 | 1,134 | 46.01 | ||||
| 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 | 3,813 | 0.00 | 799 | 21.46 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,309 | 91.78 | 484 | 135.61 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,365 | 1.81 | 495 | 25.00 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,252 | -2.34 | 262 | 20.18 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 193,986 | 0.12 | 40,646 | 23.00 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 131,847 | -8.50 | 27,626 | 12.41 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 987 | 0.30 | 0 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 517,400 | 3.46 | 108 | 27.06 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | 2,323,891 | -8.43 | 487 | 12.50 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 1,749,300 | 75.70 | 367 | 116.57 | |||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 1,812 | 0.83 | 380 | 23.86 | ||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 330,248 | 0.00 | 69,197 | 22.86 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,062 | 223 | ||||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 1,749 | 1.33 | 367 | 24.49 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 19,923 | 16.84 | 4,174 | 43.54 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 10,225 | 6.33 | 2,142 | 30.61 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 47,234 | 2.01 | 9,897 | 25.33 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 98,994 | -0.01 | 21 | 25.00 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 13 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 8,601 | -97.78 | 1,802 | -97.27 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 15,135 | 0.00 | 3 | 50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 6,474 | -6.42 | 1,356 | 15.01 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,016 | 213 | ||||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 43,644 | 4.42 | 9 | 28.57 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 10,256 | 0.00 | 2,149 | 22.81 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 8,241 | -16.41 | 1,727 | 2.68 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 102,407 | -8.07 | 21,457 | 12.94 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 23,529 | -1.33 | 4,930 | 21.25 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 148,609 | -17.97 | 31,138 | 0.78 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 167 | 31 | ||||||
| 2025-05-27 | NP | MFRFX - MFS研究基金A | 266,447 | -16.23 | 45,443 | -19.29 | ||||
| 2025-08-11 | 13F | 信托银行 | 4,403 | -11.76 | 923 | 8.34 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,941 | -15.97 | 722 | -12.70 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 15,170 | -5.52 | 3,179 | 16.07 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 12,412 | 2.76 | 2,601 | 26.21 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 4,984 | -32.19 | 1,044 | -16.68 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 3,026 | 634 | ||||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 1,020 | 214 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 92,100 | -70.09 | 19,298 | -63.25 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 41,700 | 5.57 | 8,737 | 29.71 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 5,280 | 1,106 | ||||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 14,421 | 10.22 | 3,022 | 35.41 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | 86 | -21.10 | 15 | -26.32 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 22,055 | -10.69 | 4,621 | 9.74 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 14,272 | 19.55 | 2,615 | 24.11 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | Call | 2 | 0.00 | 2 | -50.00 | |||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 31,883 | 72.24 | 6,680 | 111.59 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 227 | 42.77 | 48 | 74.07 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 5,487 | 1,150 | ||||||
| 2025-05-15 | 13F | 思维财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 1,681 | 0.78 | 272 | -7.80 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 243 | 0.00 | 51 | 21.95 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 299,646 | 1.26 | 62,785 | 24.41 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 3,376 | -11.44 | 707 | 8.77 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 5,761 | 74.15 | 1,207 | 114.01 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 115,233 | 12.45 | 23,890 | 33.50 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 2,440 | 2.09 | 511 | 25.55 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 17,880 | 0.51 | 3,746 | 23.47 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 28,264 | 14.66 | 6,270 | 49.14 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 33,815 | 3.72 | 7,085 | 27.43 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 2,472 | 19.36 | 518 | 46.46 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 2,783 | -5.82 | 583 | 15.90 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 5,409 | 1,133 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 582 | -5.67 | 107 | -1.85 | ||||
| 2025-05-14 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 9,162 | -3.58 | 1,920 | 18.46 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,705 | 3.64 | 567 | 25.22 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 3,295 | -60.14 | 690 | -51.03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 29,352 | -14.86 | 6 | 20.00 | ||||
| 2025-04-28 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,442 | -18.08 | 3,919 | -7.96 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 10,028 | 82.89 | 2,101 | 124.71 | ||||
| 2025-07-24 | 13F | 康宁公司 | 4,569 | -0.85 | 957 | 21.91 | ||||
| 2025-08-13 | 13F | 第1492章 | 1,297 | 272 | ||||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 1,473 | 0.00 | 309 | 22.71 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 3,700 | -90.63 | 775 | -88.49 | |||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 100,013 | 35.24 | 18,326 | 40.40 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 374,770 | 1.64 | 78,526 | 24.87 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 367,494 | 77,001 | ||||||
| 2025-08-08 | 13F | 老西部投资管理有限责任公司 | 1,788 | 13.31 | 375 | 39.03 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 3,000 | -87.90 | 629 | -85.15 | |||
| 2025-07-14 | 13F | 机械银行信托部 | 1,124 | -22.86 | 236 | -5.24 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 11,194 | -2.81 | 2,345 | 19.40 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 12,944 | 15.28 | 2,684 | 36.89 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 56,062 | 0.00 | 11,747 | 22.85 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,159 | 0.00 | 243 | 22.84 | ||||
| 2025-05-14 | 13F | Mission Creek 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,167 | 289.00 | 245 | 378.43 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 413 | 18.34 | 76 | 22.95 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 1,136 | 238 | ||||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 977 | 205 | ||||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,699,297 | -1.34 | 356,054 | 21.21 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,084,391 | -3.38 | 381,944 | 0.30 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 1,574 | 0.00 | 0 | |||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 42,449 | -8.38 | 8,894 | 12.55 | ||||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 3,803 | -1.66 | 797 | 20.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 127,978 | -18.44 | 26,815 | 0.20 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 250 | 0.00 | 52 | 23.81 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 184 | -9.80 | 39 | 2.70 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 2,365 | 496 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 137,827 | 3.10 | 28,879 | 26.66 | ||||
| 2025-05-15 | 13F | HBK投资有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 865,090 | 111.43 | 181,262 | 159.76 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 45,900 | 19.53 | 9,617 | 46.85 | |||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 51,906 | 0.00 | 10,761 | 18.72 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 48 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 203 | 0.00 | 42 | 23.53 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 7,171 | -4.50 | 2 | 0.00 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 10,794 | 10.17 | 2,262 | 35.31 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 24,580 | 0.14 | 5,150 | 23.03 | ||||
| 2025-05-09 | 13F | DCF顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 44,873 | -6.42 | 9,402 | 14.97 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 1,204,500 | 590.65 | 252,379 | 748.53 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,000 | 838 | ||||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 3,644 | 54.34 | 764 | 89.80 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 14,000 | 3.70 | 2,933 | 27.41 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 2,308 | -1.28 | 484 | 21.36 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,122,100 | -12.89 | 235,114 | 7.02 | |||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 27,581 | -5.30 | 5,779 | 16.35 | ||||
| 2025-08-13 | 13F | 第1832章 | 9,800 | 2,053 | ||||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 316 | 0.00 | 66 | 24.53 | ||||
| 2025-08-06 | 13F/A | 三线真财富管理有限公司 | 972 | 204 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,788 | 375 | ||||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 929 | -16.23 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 188 | 144.16 | 39 | 200.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 16,803 | 31.45 | 3,521 | 61.47 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 16,298 | -0.10 | 3,415 | 22.72 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 3,800 | 0.00 | 796 | 22.84 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 23,519 | 230.88 | 4,928 | 306.52 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 10,000 | -15.97 | 2,095 | 3.25 | |||
| 2025-07-08 | NP | ARCFX - 水岛信用机会基金 R 级 | Short | -21,500 | 30.30 | -4,457 | 54.70 | |||
| 2025-08-14 | 13F | 曼氏集团 | Put | 10,000 | -15.97 | 2,095 | 3.25 | |||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 4,627 | -4.32 | 1,052 | 27.55 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 156,494 | 1,147.26 | 32,790 | 1,432.96 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 2,063 | 16.36 | 432 | 43.05 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 7,717 | -8.83 | 1,617 | 11.99 | ||||
| 2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 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 | 4,873 | -45.58 | 1,021 | -33.14 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 6,086 | 1,275 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 38,399 | 2.11 | 8,046 | 25.45 | ||||
| 2025-07-30 | NP | MSS 系列信托 - One Rock 基金 | 2,800 | -33.33 | 580 | -20.87 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 633 | 0.00 | 133 | 23.36 | ||||
| 2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 3,577 | 0.00 | 749 | 22.79 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 344 | -2.55 | 72 | 20.00 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 11,027 | -3.12 | 2,310 | 19.01 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 7,298 | -87.78 | 1,529 | -84.99 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 1,884 | 0.00 | 395 | 22.74 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 7,706 | -14.92 | 1,615 | 4.53 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 32 | 7 | ||||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 1,880 | -15.70 | 394 | 3.42 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 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 | 316,427 | 3.98 | 65,602 | 23.44 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 30,330 | -0.09 | 6,355 | 22.75 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 3,332 | -38.26 | 698 | -24.13 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 2,612 | 84.99 | 547 | 127.92 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 34,380 | 28.10 | 7,204 | 57.37 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 1,552 | 0.00 | 325 | 23.11 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 533 | 2.50 | 112 | 26.14 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 9,528 | -5.31 | 1,996 | 16.32 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,243 | 260 | ||||||
| 2025-07-18 | 13F | 马克财富有限责任公司 | 1,421 | 16.38 | 298 | 42.79 | ||||
| 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 | 38,818 | 0.20 | 8,134 | 23.10 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,002 | -1.96 | 210 | 20.11 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 50 | 0.00 | 10 | 25.00 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 69,542 | 50.22 | 14,571 | 84.56 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 2,815 | -11.67 | 590 | 8.47 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 228 | -5.39 | 48 | 14.63 | ||||
| 2025-08-13 | 13F | 塞壬有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 340,209 | 0.43 | 71 | 24.56 | ||||
| 2025-05-28 | 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 | 7,981 | 0.00 | 1,361 | -3.61 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,021 | 214 | ||||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 1,123 | 0.00 | 0 | |||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 1,793 | -1.38 | 376 | 20.97 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,148 | 246 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,178,300 | 639.67 | 246,889 | 808.75 | |||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,901 | 43.47 | 608 | 76.45 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 2,114 | -25.14 | 438 | -11.16 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 50,600 | 2,008.33 | 10,602 | 2,492.18 | |||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,435,938 | -47.64 | 300,872 | -35.68 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 1,228 | 257 | ||||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 29,000 | 47.46 | 6,076 | 81.16 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 24,200 | 5,071 | |||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 4,438 | -22.40 | 930 | -4.72 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 691 | 145 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -27,085 | -8.66 | -5,615 | 8.44 | |||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 88,478 | 1.13 | 18,539 | 24.25 | ||||
| 2025-08-05 | 13F | 好事达公司 | 1,164 | -94.86 | 244 | -93.70 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 30,500 | 425.86 | 6,391 | 546.11 | |||
| 2025-07-31 | 13F | Arrien 投资公司 | 1,097 | 230 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 12,144 | 94.87 | 2,545 | 139.55 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 22,603 | 46.11 | 4,736 | 79.53 | ||||
| 2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 5,332 | -13.15 | 1,117 | 6.69 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 5,943 | 0.76 | 1,245 | 23.88 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 11,764 | -2.54 | 2,465 | 19.73 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 2,949 | -9.98 | 618 | 10.57 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 1,369 | 648.09 | 63 | 23.53 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 1,208 | 2.90 | 253 | 26.50 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 670 | 12.23 | 140 | 38.61 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 5,000 | 0.00 | 1,048 | 22.89 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 1,779 | 3.43 | 373 | 26.96 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 717 | 21.53 | 150 | 50.00 | ||||
| 2025-07-18 | 13F | 基准财富管理有限责任公司 | 1,665 | 0.00 | 349 | 22.97 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 6,819 | -14.48 | 1,429 | 5.00 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,580 | 331 | ||||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 1,030 | 234 | ||||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 271,075 | 56,798 | ||||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 4,002 | -15.91 | 839 | 3.33 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 1,728 | -94.85 | 362 | -94.71 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,192,908 | -18.49 | 250,044 | 0.08 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 4,399 | 922 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 3,700 | -81.31 | 777 | -77.08 | |||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 700 | 147 | |||||
| 2025-08-08 | 13F | 切罗基保险公司 | 5,550 | 0.00 | 1,163 | 22.83 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 19,053 | -2.62 | 3,992 | 19.66 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 12,624 | 21.85 | 2,645 | 49.77 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 42,762 | 1.03 | 9 | 14.29 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,460,023 | 3.45 | 305,919 | 27.10 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 1,167 | 0 | ||||||
| 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 | Short | -37,092 | -42.19 | -6,797 | -39.99 | |||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 335,372 | 6.26 | 70,270 | 30.54 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 3,873 | 25.79 | 1 | |||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 12,312 | -3.53 | 2,580 | 18.52 | ||||
| 2025-08-13 | 13F | 法国集团 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 1,630 | 1.68 | 342 | 24.91 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,159 | 243 | ||||||
| 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 | 14,839 | 20.84 | 3,109 | 48.47 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 1,146 | -12.52 | 240 | 7.62 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 115,860 | 3.44 | 24,276 | 27.09 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 164,600 | 51.85 | 34 | 88.89 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,384 | 1.24 | 290 | 24.46 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 4,316 | -0.51 | 904 | 22.33 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 556,814 | 938.43 | 5,773 | 36.16 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 2,981 | 6.65 | 625 | 31.09 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 711 | -30.16 | 130 | -27.37 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 629 | -5.84 | 0 | |||||
| 2025-08-25 | NP | 美国基金保险系列-全球平衡基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,845 | -7.29 | 387 | 13.86 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 9,089 | -4.31 | 1,904 | 17.60 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,730 | 88.66 | 362 | 132.05 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 30,507 | 0.93 | 6,392 | 24.00 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 232 | 75.76 | 49 | 118.18 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 2,751 | -0.22 | 576 | 22.55 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 53,484 | 7.00 | 11,207 | 31.45 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 2,821 | -0.11 | 591 | 22.87 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 企业银行 | 1,793 | -7.72 | 376 | 13.29 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 5,124 | 5.41 | 1,074 | 29.59 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 100,939 | 46.42 | 21,150 | 79.88 | ||||
| 2025-08-22 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 7,475 | 0.00 | 1,566 | 22.92 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 1,377 | 0.00 | 321 | 46.12 | ||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 5,609 | 0.00 | 1,175 | 22.91 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 6,575 | -2.23 | 1,378 | 20.16 | ||||
| 2025-08-29 | NP | 加贝利可转换收益证券基金公司 | 400 | 0.00 | 84 | 22.06 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,423 | -68.01 | 444 | -66.84 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 4,650 | 256.05 | 1 | |||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 2,191,136 | 0.00 | 459,109 | 22.86 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,790 | 405 | ||||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 1,210 | 254 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 645 | 150 | ||||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 65,677 | -3.23 | 12,035 | 0.46 | ||||
| 2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,428 | 0.00 | 22,800 | 3.81 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 9,813 | 2.54 | 2,056 | 25.98 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 297,815 | -1.69 | 62,401 | 20.78 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,436 | -18.73 | 301 | -0.33 | ||||
| 2025-05-15 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 3,985 | 3.67 | 835 | 27.33 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 1,624 | 12.23 | 340 | 38.21 | ||||
| 2025-04-01 | 13F/A | 家庭财富集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 7,024 | -2.09 | 1,472 | 20.28 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 3,161 | 25.54 | 662 | 54.31 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 129 | 200.00 | 27 | 285.71 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,957 | 0.00 | 359 | 0.00 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 7,751 | 47.58 | 1,420 | 53.18 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,810 | 9.21 | 2,475 | 34.16 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 975 | 204 | ||||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Put | 657,500 | 32.16 | 137,766 | 62.37 | |||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 90,700 | 16.73 | 19,004 | 43.42 | |||
| 2025-08-13 | 13F | 普通养老金协会 PZU 股份公司 | 117,500 | 4.44 | 24,620 | 28.32 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 25,285 | 25.11 | 5,298 | 53.71 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 12,103 | 1,267.57 | 2,536 | 1,590.00 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 5,335 | 76.54 | 1,118 | 116.89 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,283 | -2.43 | 269 | 19.64 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 34,895 | 0.00 | 7 | 40.00 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 13,789 | 15.02 | 2,859 | 36.55 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 325 | -31.58 | 68 | -16.05 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,118 | 234 | ||||||
| 2025-03-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,831 | 2.51 | 1,912 | -5.07 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 1,144 | 240 | ||||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 38,495 | 8.17 | 7,054 | 12.29 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 16,918 | 2.03 | 3,545 | 25.32 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 3,191 | 35.85 | 669 | 67.00 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 15,645 | -0.50 | 3,278 | 22.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 158,736 | 0.00 | 33,260 | 22.85 | ||||
| 2025-07-08 | 13F | 第一国际信托银行 | 1,000 | 210 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 325,368 | -0.27 | 68,174 | 22.53 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 5,365 | 1,124 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 12,511 | 15.81 | 2,621 | 44.33 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 362,043 | -6.64 | 66,341 | -3.09 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 16,387 | 13.01 | 3,434 | 38.82 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 5,707 | -78.64 | 1,196 | -73.77 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 182,717 | 32.13 | 38,285 | 62.32 | ||||
| 2025-08-14 | 13F | 道富银行 | 34,592,872 | 1.49 | 7,248,244 | 24.69 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 1,751 | 0.57 | 367 | 34.07 | ||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 3,002 | 3.02 | 629 | 26.61 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -14,689 | 18.30 | -3,078 | 45.35 | |||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 8,735 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 6,089 | 0.00 | 1,276 | 22.83 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 354,501 | -25.97 | 76,544 | -6.28 | ||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 1,076 | 226 | ||||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 350 | 0.00 | 73 | 23.73 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 127 | -6.62 | 27 | 13.04 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 1,074 | -52.44 | 225 | -41.56 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 17,352 | 19.84 | 3,636 | 47.23 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 5,124 | 5.02 | 1,074 | 28.97 | ||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 5,699 | -2.45 | 1,194 | 19.88 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 112 | 21 | ||||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 8,609 | -8.29 | 1,804 | 12.69 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 3,000 | 14.29 | 1 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-05-02 | 13F | 阿波罗金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 财务视角公司 | 464 | 0.00 | 97 | 22.78 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 30,685 | 6,429 | ||||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 313 | 66 | ||||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 2,422 | 15.72 | 1 | |||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 4,492 | 0.00 | 941 | 22.85 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 1,109 | 232 | ||||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 592 | -4.05 | 124 | 18.10 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 6,058 | 0.00 | 1,269 | 22.85 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 970,357 | 10.22 | 203,319 | 35.41 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 1,392 | 2.73 | 292 | 25.97 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,233 | -6.73 | 258 | 14.67 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 1,406 | -12.23 | 295 | 7.69 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 3,414 | 0.00 | 708 | 18.62 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 1,456 | 4.60 | 305 | 28.69 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,844 | 2,482 | ||||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 879,885 | 0.20 | 184,362 | 23.10 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,678 | 40.89 | 352 | 72.91 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 227,068 | -64.48 | 47,578 | -56.37 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 119,442 | 78.23 | 25,027 | 118.97 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 24,583 | 17.96 | 5,151 | 44.91 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 2,581,800 | 22.76 | 540,965 | 50.81 | |||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 652 | 0.00 | 137 | 22.52 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 2,874,100 | 10.77 | 602,210 | 36.08 | |||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 1,073 | 931.73 | 225 | 1,217.65 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 8,661 | 1.24 | 1,796 | 20.23 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 5,846 | 15.90 | 1,225 | 42.33 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,589 | 6.36 | 333 | 31.10 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 654 | -17.53 | 137 | 1.48 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 52,033 | -8.44 | 10,902 | 12.50 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 1,265 | 3.52 | 265 | 27.40 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 1,263 | 265 | ||||||
| 2025-08-18 | 13F | 好时财务顾问有限公司 | 6,548 | 1,372 | ||||||
| 2025-08-13 | 13F | 猎鹰边缘资本有限合伙人 | 124,959 | 26,183 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,355,000 | 0.00 | 283,913 | 22.86 | ||||
| 2025-05-27 | NP | NMHYX - 多管理人高收益机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 6,990 | 1.25 | 1,465 | 24.38 | ||||
| 2025-05-12 | 13F | 资本集团私人客户服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 990 | 207 | ||||||
| 2025-08-14 | 13F | 考德威尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Spg顾问有限公司 | 1,053 | 221 | ||||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 17,220 | -0.12 | 3,608 | 22.72 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 115 | 0.00 | 24 | 26.32 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 556,048 | 4.16 | 101,890 | 8.13 | ||||
| 2025-05-20 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 执政官合伙人有限责任公司 | 47,000 | 9,848 | ||||||
| 2025-04-28 | NP | DGEFX - 目的地股票收益基金 I 类 | 17,000 | 0.00 | 2,969 | 12.34 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 16,480 | 3,453 | ||||||
| 2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 5,934 | 0.15 | 1,243 | 23.07 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 4,618 | -1.39 | 968 | 21.18 | ||||
| 2025-04-29 | 13F | 夏普金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 11,132 | 2.97 | 1,899 | -0.78 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 1,960 | -0.71 | 411 | 22.02 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 1,739 | 20.93 | 364 | 48.57 | ||||
| 2025-08-14 | 13F | 红树林合作伙伴 | 3,465 | 726 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,335 | -7.61 | 280 | 4.49 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 4,695 | -1.37 | 1 | |||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 7,146 | 0.00 | 1,497 | 22.91 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 1,263 | -0.08 | 265 | 22.79 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 37,488 | -0.40 | 7,855 | 22.36 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 256 | 0.00 | 54 | 23.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 82,345 | -6.77 | 17,254 | 14.53 | ||||
| 2025-05-30 | NP | PSCSX - PIMCO StocksPLUS 小型基金机构 | 726 | -95.17 | 124 | -95.37 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 2,788 | -3.70 | 584 | 18.46 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 13,581 | -42.57 | 2,846 | -29.88 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 8,925,636 | -2.18 | 1,870,189 | 20.18 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 16,230 | 2.68 | 3,401 | 26.16 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 4,963 | 0.00 | 846 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 100,171 | -11.94 | 20,989 | 8.19 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 7,986 | 53.93 | 1,673 | 89.25 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 770 | 40.51 | 160 | 67.37 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 74,604 | 19.55 | 13,670 | 24.10 | ||||
| 2025-04-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 158,608 | 18.38 | 33,249 | 45.47 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 326,818 | -0.21 | 68,478 | 22.59 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 7,874 | -12.46 | 1,650 | 7.50 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 7,840 | 28.59 | 1,643 | 58.04 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 200 | 0 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 4,375 | 47.51 | 917 | 81.39 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 9,269 | -4.01 | 1,942 | 17.98 | ||||
| 2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 154,956 | -0.17 | 28,394 | 3.63 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 216,788 | -12.90 | 45,426 | 7.01 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 2,715 | 0.00 | 569 | 22.68 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 41,445 | 196.04 | 8,684 | 263.76 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,449 | 40.43 | 723 | 72.73 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 1,785 | -19.96 | 374 | -1.58 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 566 | -66.19 | 97 | -67.57 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,965,828 | 19.38 | 621,430 | 46.67 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 2,711 | 0.00 | 568 | 22.94 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 386 | 0.00 | 81 | 23.08 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 3,896 | -1.04 | 816 | 21.61 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 1,950 | -17.02 | 409 | 2.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 800,800 | 480.29 | 167,792 | 612.94 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 1,051,500 | 49.34 | 220,321 | 83.47 | |||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,649 | 17.68 | 555 | 44.91 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,588 | 23.87 | 333 | 52.29 | ||||
| 2025-04-29 | 13F/A | 奥罗拉私人财富公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,350 | -5.66 | 283 | 15.57 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 2,812 | -11.60 | 589 | 8.67 | ||||
| 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 | 2,873 | 7.20 | 526 | 11.21 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 1,726 | 362 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 20,383 | 4.25 | 4,271 | 28.31 | ||||
| 2025-08-11 | 13F | Paul R. Ried 金融集团有限责任公司 | 17,328 | 11.22 | 3,631 | 36.62 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,328 | 488 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 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 | 2,836 | 172.95 | 520 | 183.61 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 1,033 | 216 | ||||||
| 2025-08-14 | 13F | 国王街资本管理有限公司 | 750,000 | -16.67 | 157,148 | 2.38 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 101 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 518 | 109 | ||||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 博克夫，那 | 15,157 | 20.99 | 3,176 | 48.64 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 2,301 | 3.14 | 482 | 26.84 | ||||
| 2025-05-13 | 13F | 克利尔街市场有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 4,500 | 12.50 | 943 | 38.12 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 17,814 | -16.72 | 3,735 | 2.38 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,005,140 | 2.20 | 210,607 | 25.55 | ||||
| 2025-05-28 | 13F | 财富管理协会有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,099 | 230 | ||||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 5,254 | -1.65 | 1,101 | 20.75 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 884,918 | 3.25 | 185,417 | 26.85 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 1,962 | 0.00 | 411 | 23.05 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 24,340 | 0.72 | 5,046 | 19.57 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 4,948,359 | 4.65 | 1,036,830 | 28.57 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 205,600 | -58.97 | 43,079 | -49.59 | |||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 460,700 | -0.69 | 96,530 | 22.01 | |||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 2,190,377 | 2,495.88 | 458,942 | 3,038.71 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 8,873 | -0.12 | 1,513 | -3.75 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 2,416 | 5.87 | 506 | 30.08 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 18,400 | -50.14 | 3,855 | -38.74 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 849 | 33.07 | ||||||
| 2025-08-08 | 13F | 账户银行信托部 | 1,007 | 211 | ||||||
| 2025-08-14 | 13F | 坚决资本资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆道琼斯指数基金 (I) | 177,322 | -2.32 | 37,154 | 20.01 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 8,333 | 13.92 | 1,746 | 40.02 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 专注升值投资组合 | 344,539 | -1.86 | 72,191 | 20.57 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 4,920 | -16.89 | 1,031 | 2.08 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 3,537 | 764 | ||||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 1,180 | -14.37 | 247 | 5.11 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 30,802 | 46.72 | 6,454 | 80.25 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 4,946 | 24.62 | 1,036 | 53.25 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 4,474 | 4.88 | 937 | 28.89 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 7,718 | -2.09 | 1,617 | 20.31 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 22,059 | 4,622 | ||||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 1,292 | -15.78 | 271 | 3.45 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 900 | -18.18 | 189 | 0.53 | |||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 3,001 | -2.02 | 629 | 20.31 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 55,490 | -0.35 | 11,627 | 22.42 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 2,000 | -99.70 | 419 | -99.63 | |||
| 2025-05-14 | 13F | ZEGA 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 45,480 | -0.54 | 9,529 | 22.20 | ||||
| 2025-07-24 | 13F | 李氏金融公司 | 1,226 | 257 | ||||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 76 | 0.00 | 16 | 25.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 37,843 | 10.01 | 7,929 | 35.17 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 97 | 506.25 | 20 | 900.00 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 8,272 | 1,733 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -1,096 | 730.30 | -230 | 940.91 | |||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 15,704 | -52.57 | 3,290 | -45.40 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - ClearBridge 激进增长投资组合 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 731,531 | -3.32 | 153,278 | 18.78 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 23,800 | -22.56 | 4,987 | -4.87 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 3,677 | 770 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Put | 10,600 | 2,221 | |||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 168 | 35 | ||||||
| 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 | 2,686 | -1.21 | 492 | 2.71 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 2,000 | 419 | |||||
| 2025-07-28 | 13F | 达世币收购公司 | 1,473 | 0.00 | 345 | 15.05 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 479,595 | 39.27 | 100,490 | 71.10 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,005 | 162.40 | 184 | 187.50 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 2,644 | 11.80 | 554 | 37.22 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 3,665 | -4.68 | 768 | 17.10 | ||||
| 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 | 33,835 | 2.86 | 7,089 | 26.39 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 493 | 10.29 | 90 | 15.38 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,524 | 4.82 | 938 | 24.44 | ||||
| 2025-06-26 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 742,975 | -4.64 | 136,143 | -1.01 | ||||
| 2025-07-21 | 13F | 哈德曼约翰斯顿全球顾问有限公司 | 1,985 | 416 | ||||||
| 2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-04-24 | NP | MRGAX - MFS 核心股票基金 A | 14,313 | -91.67 | 2,499 | -90.65 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 1,004 | 210 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 17,023 | -11.86 | 3,567 | 8.26 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 250 | 1,110 | ||||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 2,238 | 4.68 | 469 | 28.57 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 4,514 | -5.21 | 946 | 16.38 | ||||
| 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 | 4,787 | -7.01 | 1,003 | 14.37 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 20,570 | 1.66 | 4,310 | 24.93 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 381 | 80 | ||||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 314 | 14.18 | 66 | 41.30 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 8,139 | 1,705 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 8,453 | -80.43 | 1,771 | -75.96 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,486 | 311 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 6,567 | 6.42 | 1,162 | 10.46 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,779 | -8.11 | 373 | 12.73 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 86,341 | -0.87 | 18,091 | 21.79 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 156 | -13.81 | 33 | 6.67 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 12,700 | 0.00 | 2,661 | 22.91 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 11,835 | 2.16 | 2,480 | 25.52 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 385 | 0.00 | 81 | 23.08 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 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 | 148,658 | -4.37 | 30,820 | 13.53 | ||||
| 2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 16,275 | -21.46 | 3,410 | -3.48 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 2,132 | 11.45 | 447 | 36.81 | ||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -18,684 | -3,424 | |||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 3,697 | 0.00 | 1 | |||||
| 2025-05-07 | 13F | 哥伦布骑士资产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 4,923 | -28.10 | 1,032 | -11.65 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 748,317 | 0.16 | 156,795 | 23.06 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 6,600 | 197.16 | 1,383 | 310.09 |
