机构投资人持股和股东
Duke Energy Corporation (CH:D2MN) 有 3221 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 639,379,473 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Laurel Wealth Advisors LLC, Massachusetts Financial Services Co /ma/, Fmr Llc, and Wellington Management Group Llp .
Duke Energy Corporation (BRSE:D2MN)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。
更新频率：每日
13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 3527 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 456 | 0.00 | 0 | |||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 40,047 | 0.00 | 4,887 | 8.97 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1,838 | -7.08 | 217 | -10.37 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 243 | -29.15 | 0 | |||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 23,923 | 9.12 | 2,823 | 5.57 | ||||
| 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 | 16,505 | -7.90 | 1,948 | -10.89 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 6,766 | 55.04 | 798 | 50.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 23 | -84.97 | 0 | |||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 26,703 | 75.10 | 3,151 | 69.35 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 31,937 | -7.07 | 3,769 | -10.09 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 13,461 | -3.66 | 1,588 | -6.81 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 11,964 | 3.25 | 1,412 | -0.14 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 93,642 | 28.23 | 11,024 | 28.49 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 32,500 | 6,400.00 | 3,747 | 7,394.00 | ||||
| 2025-05-15 | 13F | 阿奇舒勒·沙汉姆有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 42,343 | 115.04 | 4,996 | 108.08 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 9,746 | 1.30 | 1,150 | -1.96 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 8,397 | -9.52 | 991 | -12.54 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 74,377 | -24.23 | 8,776 | -26.70 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 10,959 | -2.98 | 1,337 | 9.87 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 39,622 | 15.42 | 4,664 | 15.65 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 323,136 | -20.90 | 38,130 | -23.47 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 2,016 | 9.21 | 238 | 5.33 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 15,388 | 0.25 | 1,816 | -3.04 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 800 | 8.25 | 94 | 4.44 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 2,121 | 13.67 | 250 | 10.13 | ||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 182,442 | 92.04 | 22,262 | 109.24 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 4,063 | -2.64 | 479 | -5.71 | ||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 136,780 | 8.85 | 16,140 | 5.30 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 3,416 | 83.85 | 403 | 78.32 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 5,605 | 661 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 70 | 8 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 13,039 | -7.39 | 1,539 | -10.43 | ||||
| 2025-07-23 | NP | Virtus 全球股息和收入基金公司 | 89,446 | -1.66 | 10,530 | -1.46 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 150,000 | 17,700 | ||||||
| 2025-08-11 | 13F | 塔桥顾问 | 15,703 | 25.34 | 1,853 | 21.20 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | UTPIX - 公用事业 Ultrasector 深度投资者类别 | 5,031 | -2.04 | 614 | 6.61 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,745 | 560 | ||||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 9,129 | 7.02 | 1,077 | 17.32 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,748 | 0.58 | 217 | 3.83 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 968 | 114 | ||||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 171,574 | 82.02 | 20,246 | 76.10 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 5,757 | -1.30 | 679 | -4.50 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 46,657 | 1.66 | 5,576 | -0.89 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 23,942 | -10.60 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,082,384 | -8.08 | 126,487 | -11.60 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 7,250 | 20.33 | 856 | 16.49 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 5,250 | -0.85 | 620 | -4.03 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 4,930 | 0.00 | 582 | -3.33 | ||||
| 2025-05-15 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,944 | 62.68 | 229 | 62.86 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 2,822 | 0.36 | 333 | -3.21 | ||||
| 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 | 39,553 | 34.86 | 4,656 | 35.15 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 5,445 | 0.00 | 664 | 9.03 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 21,854 | 2.34 | 2,568 | -1.42 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 8,745 | 4.43 | 1,032 | 0.98 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 1,944 | -5.45 | 229 | -8.40 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 5,219 | 4.17 | 612 | 5.15 | ||||
| 2025-08-12 | 13F | 联合银行 | 4,331 | -4.92 | 511 | -7.93 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,590 | -7.99 | 7,150 | -10.98 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 11,153 | -51.46 | 1,316 | -53.03 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 2,423 | -2.14 | 286 | -5.32 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 3,437 | 0.17 | 406 | -3.11 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 2,922 | 0.00 | 345 | -3.37 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 7,623 | 0.00 | 900 | -3.23 | ||||
| 2025-05-15 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 3,381 | 0.09 | 399 | -3.16 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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 | 188 | -16.07 | 22 | -18.52 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,439,150 | 1.14 | 169,417 | 1.34 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 4,916 | -13.16 | 580 | -15.94 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 6,014 | 50.84 | 710 | 45.88 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 3,823 | 19.73 | 466 | 35.47 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,791 | 38.63 | 565 | |||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 12,756 | 3.15 | 1,505 | 0.07 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 25,389 | 161.18 | 2,996 | 152.74 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 1,017 | 0.00 | 120 | -3.23 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 45,800 | 0.00 | 5,406 | -3.19 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 347 | 105.33 | 41 | 100.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 39,300 | -38.59 | 4,639 | -40.55 | |||
| 2025-08-07 | 13F | 第1620章 | 398 | 0.00 | 47 | -2.08 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 4,553 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 2,501 | 295 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 71,343 | 24.99 | 8,418 | 20.93 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 538,513 | 2.28 | 63,545 | -1.05 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 6,700 | -4.18 | 791 | -7.28 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,482,162 | 8.89 | 410,913 | 5.35 | ||||
| 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 | 26,879 | 0.00 | 3,172 | -3.26 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,107 | 6.47 | 249 | 2.90 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 7,951 | -26.86 | 938 | -29.21 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 3,168 | -0.28 | 374 | -3.62 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 5,753 | -3.34 | 679 | -7.25 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 4,466 | -9.43 | 527 | -12.48 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 23,521 | 3.32 | 2,775 | -0.07 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 27,200 | 0.00 | 3,210 | -3.26 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 10,400 | 0.00 | 1,227 | -3.23 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 3,558 | -3.08 | 420 | -6.26 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 4,878,800 | 11.89 | 575,698 | 8.24 | ||||
| 2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | 5,604 | -24.38 | 661 | -26.80 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 93,841 | 31.74 | 11,073 | 138,312.50 | ||||
| 2025-03-31 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,396 | 61.86 | 1,612 | 57.27 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 33,389 | -4.21 | 3,940 | -7.34 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,233 | 0.00 | 145 | -3.33 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 15,300 | -87.60 | 1,805 | -88.01 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 565 | 19.45 | 67 | 20.00 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 801,576 | -1.02 | 95 | -4.08 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 5,589 | 0.04 | 660 | -3.23 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 4,596 | 0.00 | 542 | -3.21 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 26,216 | 0.17 | 3,086 | 0.39 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 2,775 | 0.00 | 0 | |||||
| 2025-06-25 | NP | 道衡全球公用事业收入基金公司 | 250,300 | 0.00 | 30,542 | 8.95 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 3,150 | 0.00 | 372 | -3.39 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 5,330,635 | 9.65 | 629,015 | 6.08 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 4,511 | -8.09 | 532 | -11.04 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,414 | 34.04 | 285 | 29.68 | ||||
| 2025-07-23 | NP | EIPI - FT 能源收入合作伙伴增强收入 ETF | 90,440 | -1.27 | 10,647 | -1.08 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 417,544 | 0.85 | 49 | -2.00 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 4,888 | -4.77 | 577 | -7.99 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,250 | 0.00 | 148 | -3.29 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 6,449 | -4.90 | 761 | -8.10 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 5,805 | -31.54 | 685 | -33.85 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 3,813 | -3.64 | 453 | -6.02 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 18,384 | 2.41 | 2,169 | -0.91 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 2,966 | -13.88 | 350 | -16.90 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 51,165 | 0.49 | 6,037 | -2.79 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 2,956 | -16.28 | 349 | -19.07 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 27,579 | -9.39 | 3,254 | -12.34 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 19,961 | -3.39 | 2,355 | -6.55 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 7,401 | 873 | ||||||
| 2025-03-31 | NP | 两条道路共享信任 - Hypatia 女性首席执行官 ETF | 219 | -18.89 | 25 | -22.58 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 32,162 | -0.85 | 3,795 | -4.07 | ||||
| 2025-07-18 | 13F | 联合银行 | 9,545 | 0.00 | 1,126 | -3.26 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,675 | 7.77 | 2,157 | 17.43 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 60,128 | -1.60 | 7,078 | -1.41 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 9 | -43.75 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 15,132 | -3.80 | 1,786 | -6.93 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 182,539 | -0.89 | 21,540 | -4.12 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 3,624 | 1,120.20 | 428 | 1,086.11 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 13,919 | -15.28 | 2 | -50.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 2,037 | -25.87 | 240 | -28.36 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 14,094 | -3.66 | 1,663 | -6.78 | ||||
| 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 | 311,800 | -5.34 | 36,792 | -8.42 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 8,986 | 27.19 | 711 | 29.80 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 63,764 | -2.42 | 7,524 | -5.60 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 15,066 | 14.42 | 1,778 | 10.72 | ||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent 中型价值投资组合 A 类 | 5,715 | 0.00 | 697 | 13.33 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,087 | 482 | ||||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 222,325 | -1.04 | 27,117 | 12.03 | ||||
| 2025-07-29 | NP | NUKZ - 范围核复兴指数 ETF | 41,824 | 14.24 | 4,924 | 14.46 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 127,386 | 16.60 | 15,032 | 12.80 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 12,154 | 4.88 | 1,434 | 1.49 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 63,114 | 5.86 | 7,447 | 2.42 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 1,809 | 0.00 | 213 | -3.18 | ||||
| 2025-05-14 | 13F | 贝克博德有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 122,404 | 16.39 | 14,409 | 16.62 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 14,757 | 0.09 | 1,741 | -3.17 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 97,005 | 6.25 | 11,447 | 2.79 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 4,309 | -4.31 | 509 | -7.47 | ||||
| 2025-08-26 | NP | MSFRX - MFS 总回报基金 A | 513,081 | -7.54 | 60,544 | -10.55 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,264 | 2.68 | 0 | |||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 18,139 | -3.09 | 2,140 | -6.26 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,740 | -13.02 | 323 | -15.89 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,875 | 1.02 | 221 | -2.21 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 29,569 | 39.63 | 3,489 | 35.13 | ||||
| 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 | 40,028 | -0.11 | 4,723 | -3.36 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 6,000 | 706 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,282,585 | -0.65 | 151,347 | -3.88 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 10,578 | 11.89 | 1,248 | 8.24 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 3,644 | 15.10 | 424 | 9.59 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 32,355 | 0.60 | 3,948 | 9.61 | ||||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 2,452,920 | -21.66 | 299,305 | -14.65 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 630 | 0.00 | 74 | -2.63 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 47,137 | -9.39 | 5,562 | -12.34 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,744 | 206 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 2,011,627 | 0.69 | 237,372 | -2.59 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 5,912 | -3.30 | 698 | -6.44 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 5,816 | -2.45 | 686 | -5.64 | ||||
| 2025-08-12 | 13F | 普林特纳资本集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 犹他州退休系统 | 127,359 | -0.33 | 15,028 | -3.58 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 17,372 | -10.25 | 2,050 | -13.18 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,059 | 0.00 | 125 | -3.88 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,495 | 5.37 | 412 | 1.98 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 503,104 | 1.62 | 59,366 | -1.69 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 3,109 | -5.90 | 367 | -8.96 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 19,909 | 5.07 | 2 | 0.00 | ||||
| 2025-06-25 | NP | Dnp精选收入基金公司 | 571,200 | 0.00 | 69,698 | 8.96 | ||||
| 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 | 78,522 | 2.76 | 9,266 | -0.59 | ||||
| 2025-08-07 | 13F | Timonier 家族办公室有限公司 | 3,237 | 0.06 | 382 | -3.30 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 276,500 | 0.00 | 32,627 | -3.25 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 5,471 | 11.74 | 646 | 8.04 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 204,502 | 0.05 | 24,131 | -3.21 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,051 | -15.24 | 124 | -17.88 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 4,673 | 0.00 | 551 | -3.16 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,755 | 0.46 | 207 | -2.82 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 14,389 | -0.47 | 1,698 | -3.74 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 2,963 | -11.02 | 350 | -14.04 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 579 | 0.17 | 68 | -2.86 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 78,607 | -10.30 | 9,276 | -13.22 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 7,489 | -0.60 | 884 | -3.81 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 10,197 | -5.60 | 1,203 | -8.66 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 74,493 | -0.40 | 8,790 | -3.64 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 291 | 34 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 11,857 | 8.67 | 1,396 | 8.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,172 | 0.74 | 256 | -2.29 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 5,687 | 49.66 | 671 | 44.92 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 3,040 | -18.61 | 359 | -21.32 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 770 | -36.36 | 91 | -38.78 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 3,263 | -8.19 | 385 | -11.09 | ||||
| 2025-08-11 | 13F | 信托银行 | 7,896 | -5.61 | 932 | -8.73 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 50,595 | 115.59 | 5,970 | 108.60 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 3,400 | 401 | ||||||
| 2025-08-14 | 13F | 启发信托公司，Na | 14,500 | 20.83 | 1,711 | 16.95 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 4,277 | -0.26 | 505 | -3.63 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 74,778 | -0.61 | 8,824 | -3.85 | ||||
| 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 | 1,287 | -20.31 | 152 | -22.96 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 17,099 | 11.75 | 2,018 | 8.09 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 53,634 | 1.67 | 6,524 | 1.40 | ||||
| 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 | 240 | 0.00 | 28 | -3.45 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 6,512 | -2.98 | 768 | -6.11 | ||||
| 2025-07-24 | 13F | 康宁公司 | 3,809 | -5.41 | 449 | -8.55 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 1,946 | -2.89 | 230 | -6.15 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 36,423 | -7.49 | 4,288 | -7.31 | ||||
| 2025-05-29 | NP | VSDA - VictoryShares 股息加速器 ETF | 46,797 | 10.64 | 5,708 | 25.24 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 34,800 | 13.73 | 4,106 | 10.02 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 3,143 | 1.52 | 371 | -1.86 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 345,403 | -23.68 | 40,661 | -23.53 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 42,913 | -4.23 | 5 | -99.91 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 357 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Rithm资本公司 | 5,000 | -23.08 | 590 | -25.51 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 2,260 | 57.82 | 266 | 58.33 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 7,222 | -15.57 | 852 | -18.31 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 16,451 | -8.26 | 1,941 | -11.25 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 12,400 | 0.66 | 1,463 | -0.48 | ||||
| 2025-08-14 | 13F | 布鲁斯公司 | 175,816 | 0.00 | 20,746 | -3.25 | ||||
| 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 | 33,528 | 0.58 | 3,956 | -2.68 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 1,500 | 0.00 | 177 | -2.75 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 761,006 | 65.71 | 89,799 | 60.31 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 18,676 | 4.89 | 2,204 | 1.47 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,001 | 0.00 | 244 | 13.49 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 7,861 | 19.81 | 928 | 15.88 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 937 | -0.43 | 111 | -3.51 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 55,725 | 8.51 | 6,576 | 4.98 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 1,780 | -7.48 | 0 | |||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 10,593 | 892 | ||||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 144 | 0.00 | 17 | -5.88 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 1,734 | 7.04 | 205 | 3.55 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 10,518 | -1.62 | 1,241 | -4.10 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 133,783 | -1.42 | 15,786 | -4.63 | ||||
| 2025-08-14 | 13F | 安盛公司 | 42,233 | 523.37 | 4,983 | 503.27 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 24,300 | -2.41 | 2,867 | -5.60 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | 与资本实物资产基金有限责任公司 | 81,428 | -39.39 | 9,609 | -41.36 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,843 | 225 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 公用事业系列初始类别 | 98,688 | -1.66 | 11,645 | -4.86 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 32,933 | 2.47 | 4,018 | 11.64 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Deprince Race 和 Zollo Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 4,000 | 3,025.00 | 472 | 3,046.67 | |||
| 2025-08-13 | 13F | 新斯科舍银行 | 216,903 | -65.38 | 25,595 | -66.51 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 4,418 | -42.48 | 521 | -44.34 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 2,840 | 15.73 | 335 | 12.04 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 19,665 | 19.03 | 2,321 | 15.14 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 6,093 | -0.39 | 719 | |||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 12,568 | -2.19 | 1,483 | -5.36 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 225,389 | -58.12 | 26,596 | -59.49 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 450 | 53 | ||||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 101,223 | -1.07 | 12 | -8.33 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 17,696 | -4.63 | 2,088 | -7.73 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 6,960 | 5.33 | 819 | 5.54 | ||||
| 2025-08-28 | NP | FSMSX - FS 多策略另类基金 I 类 | Short | -16,771 | -42.34 | -1,979 | -44.23 | |||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,389 | 282 | ||||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 17,407 | -0.18 | 2,054 | -3.39 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 4,079 | 0.17 | 481 | -3.02 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 5,589 | 0.00 | 660 | -3.23 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 111,040 | 3.20 | 13,103 | -0.16 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 5,504 | -5.66 | 649 | -8.72 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,278 | -3.77 | 151 | -6.83 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 14,365 | -5.29 | 1,695 | -8.38 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 1,955 | 8.49 | 231 | 5.02 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 389,923 | 9.06 | 46,010 | 5.53 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 1,956 | 0.00 | 231 | -3.36 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,546 | -9.22 | 189 | -1.05 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 1,077 | -59.78 | 127 | -59.87 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 108 | 0.00 | 13 | -7.69 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 7,597 | -1.86 | 1 | |||||
| 2025-08-12 | 13F | MWA资产管理 | 3,253 | -0.21 | 384 | -3.53 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 181 | 22 | ||||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 471,592 | 0.18 | 55,648 | -3.09 | ||||
| 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 | 19,872 | 20.84 | 2,345 | 16.91 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,411 | 20.96 | 403 | 16.86 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 14,182 | 0.91 | 1,673 | -2.39 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 67,701 | 7,989 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,530 | 105.09 | 180 | 106.90 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 2,026 | -0.05 | 239 | -3.24 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 47,422 | 5,596 | ||||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,224 | -7.27 | 137 | -9.87 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 58,789 | 11.42 | 6,937 | 7.80 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 6,428 | 759 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 63 | 0.00 | 8 | 0.00 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 5,082 | 0.00 | 598 | 0.17 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 5,576 | 17.86 | 658 | 13.86 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 118,179 | -21.84 | 13,945 | -24.38 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 40,564 | 0.36 | 5 | 0.00 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,680 | 5.03 | 551 | 5.16 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 3,370 | -3.38 | 398 | -6.59 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 4,283 | 1,209.79 | 523 | 1,350.00 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 218,585 | 18.69 | 26,637 | 18.59 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 219,158 | 5.05 | 25,861 | 1.63 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 32,730 | -2.12 | 3,862 | -5.30 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 50,801 | 18.99 | 5,995 | 15.11 | ||||
| 2025-08-08 | 13F | 莱特科、布罗索联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 12 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 240 | 0.00 | 28 | 3.70 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 15,164 | 99.47 | 1,789 | 92.99 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 92 | 0.00 | 11 | -9.09 | ||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 26,000 | -38.82 | 3,068 | -40.81 | |||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,836 | -6.53 | 335 | -9.73 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 310 | 2,284.62 | 37 | 3,500.00 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 2,615 | -0.87 | 309 | -4.05 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 2,182 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 9,505 | 6.74 | 1,122 | 3.22 | ||||
| 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 | 77,100 | -2.16 | 9,098 | -5.35 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 3,768 | -0.71 | 444 | -0.45 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 52,068 | -1.14 | 6,144 | -4.36 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | Call | 100 | 0.00 | 12 | -8.33 | |||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 4,821 | -3.48 | 607 | -0.33 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 82,007 | -4.90 | 9,677 | -8.00 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 1,015 | -7.56 | 120 | -10.53 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 9,382 | -4.50 | 1,107 | -7.60 | ||||
| 2025-06-25 | NP | EMLP - 第一信托北美能源基础设施基金 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 | 191,823 | 2.01 | 23,406 | 11.14 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 262,734 | 1.97 | 32,059 | 11.10 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 24,821 | 18.95 | 2,929 | 15.05 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 15,896 | 0.35 | 1,876 | -2.95 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 1,748 | 206 | ||||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 8,085 | -6.40 | 954 | -9.50 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 2,019 | 0.00 | 238 | -3.25 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 12,535 | 3.51 | 1,479 | 0.14 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 97,803 | 4.67 | 11,541 | 1.26 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 3,071 | 22.01 | 362 | 18.30 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 17,890 | 52.20 | 2,111 | 47.31 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 50,958 | 7.74 | 5,999 | 7.94 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 2,852 | -5.91 | 337 | -8.94 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 794 | -0.50 | 94 | -4.12 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 22,926 | 2,705 | ||||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 29,641 | -1.32 | 3,498 | -4.53 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 19,598 | 4.43 | 2,330 | 2.92 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 45 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 35,132 | 2.78 | 4,146 | -0.58 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 873,445 | -57.60 | 103,067 | -58.98 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 14,401 | -14.73 | 1,695 | -14.57 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 4,737 | -32.74 | 559 | -35.04 | ||||
| 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 | 13,604 | 0.00 | 1,659 | 13.24 | ||||
| 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 | 1,351 | 27.94 | 159 | 24.22 | ||||
| 2025-08-13 | 13F | 第1832章 | 24,371 | 33.86 | 2,876 | 29.50 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 4,319 | 18.49 | 508 | 18.69 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 51,086 | 12.69 | 6,028 | 9.03 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 12,639 | 2.46 | 1,478 | 0.34 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 4,481 | -1.80 | 529 | -5.04 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 5,760 | -30.40 | 680 | -32.71 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 12,583 | 8.17 | 1,485 | 4.65 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 38,049 | -2.01 | 4,490 | -5.22 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 2,691 | 0.00 | 318 | -3.35 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 19,482 | -3.69 | 2,299 | -6.85 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,421 | -8.05 | 286 | -11.21 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 4,566 | -2.12 | 539 | -5.45 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 2,166 | -18.29 | 256 | -21.05 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 32,990 | -12.41 | 3,915 | -14.59 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 760,076 | 10.70 | 89,476 | 10.91 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 1,911 | 0.00 | 225 | -3.43 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 31,683 | 23.82 | 3,739 | 19.81 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 7,359 | 19.50 | 868 | 15.58 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 3,427 | 3.79 | 404 | 0.50 | ||||
| 2025-08-26 | NP | NMFIX - 多管理人全球上市基础设施基金 | 30,994 | -62.57 | 3,657 | -63.79 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 216,752 | 4.64 | 25,577 | 1.23 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 10,700 | 0.00 | 1,263 | -3.30 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 28,000 | 1.82 | 3 | 0.00 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 14,691 | -1.01 | 1,734 | -4.25 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 17,050 | 9.29 | 2,012 | 5.73 | ||||
| 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 | 144,390 | 1.98 | 17,038 | -1.34 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 32,762 | -14.83 | 3,929 | -14.99 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 14,850 | 35.22 | 1,752 | 30.84 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 5,635 | 5.09 | 665 | 1.68 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,030 | 2.32 | 240 | -0.83 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 4,463 | 2.39 | 527 | 1.74 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 4,000 | 1,233.33 | 472 | 1,211.11 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 4,000 | -11.11 | 472 | -13.87 | |||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 3,566 | 92.76 | 421 | 86.67 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 3,097 | 0.00 | 365 | -3.18 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 26,375 | 0.00 | 3,112 | -3.23 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 39,087 | -7.97 | 4,612 | -10.97 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 112,340 | 4.33 | 13,256 | 0.94 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 352,740 | -2.12 | 41,623 | -5.31 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 150,528 | -75.80 | 17,762 | -76.59 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 3,112 | 0.23 | 367 | -2.91 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 4,948 | 604 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,762 | -2.02 | 678 | -1.74 | ||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Put | 60,400 | -33.84 | 7,127 | -35.99 | |||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 22,609 | 29.31 | 2,668 | 25.62 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 19,003 | 10.28 | 2 | 0.00 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 602 | -5.64 | 73 | 2.82 | ||||
| 2025-08-13 | 13F | 肯农戴尔资本管理有限公司 | 12,865 | 0.00 | 1,518 | -3.25 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 440,945 | -1.69 | 52,032 | -4.89 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,969 | 0.00 | 240 | 0.00 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 53,635 | 0.00 | 6,314 | 0.19 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,937 | 0.00 | 228 | 0.44 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 16,144 | 15.55 | 1,905 | 11.74 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 5,106 | -17.65 | 603 | -20.37 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 113,169 | -36.85 | 13,354 | -38.91 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 38,784 | 0.00 | 4,577 | -3.26 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 6,688 | 7.21 | 789 | 3.82 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 4,097 | 25.52 | 483 | 21.36 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 10,302 | 1,216 | ||||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 81,530 | 42.10 | 9,621 | 37.47 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 4,525 | -4.03 | 534 | -7.30 | ||||
| 2025-08-14 | 13F | 牧羊人卡普兰克罗楚克有限责任公司 | 7,950 | -1.46 | 938 | -4.67 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 6,419 | -1.71 | 757 | -4.90 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 133,495 | 15.64 | 16 | 7.14 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 47,224 | 5,762 | ||||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29 | 16.00 | 4 | 50.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 37,593 | -10.86 | 4,436 | -13.77 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 13,276 | -32.12 | 1,567 | -34.34 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 22,565 | -3.65 | 2,753 | 5.00 | ||||
| 2025-03-27 | NP | TLORX - Transamerica 大价值机会 R | 14,177 | -26.38 | 1,588 | -28.48 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 34,973 | 15.19 | 4 | 33.33 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 72,688 | 3.71 | 8,577 | 0.34 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 3,172 | 0.00 | 374 | -3.11 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 11,909 | 41.20 | 1,405 | 36.67 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 55 | -80.77 | 6 | -82.35 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 2,256 | 0.00 | 266 | -3.27 | ||||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 19,000 | 0.00 | 2,242 | -3.24 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 10,788 | -0.60 | 1,273 | -3.85 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 30,400 | 1.33 | 3,587 | -1.97 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 1,908 | 0.00 | 225 | -3.02 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 436,700 | -5.17 | 51,408 | -4.98 | ||||
| 2025-05-22 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 49,100 | -51.45 | 5,794 | -53.04 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 2,280 | -5.75 | 269 | -8.81 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 28,566 | 4.77 | 3,371 | 1.35 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 632 | 0.80 | 75 | -2.63 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 33,081 | 14.08 | 3,904 | 10.38 | ||||
| 2025-04-21 | 13F | 奥戴尔集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 1,719,305 | 1.16 | 209,790 | 10.22 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 10,811 | -7.59 | 1,276 | -10.59 | ||||
| 2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 9,132 | 1,078 | ||||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 2,420 | -93.93 | 295 | -91.68 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 15,213 | -4.40 | 1,795 | -7.47 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 9,837 | -6.42 | 1,161 | -9.52 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 6,971 | 0.00 | 823 | -3.29 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 76,500 | 9,027 | ||||||
| 2025-07-28 | 13F | 邓克街公司 | 3,265 | 0.00 | 385 | -3.27 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 82,300 | 0.96 | 9,711 | -2.33 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 23,535 | 5.39 | 2,871 | 19.33 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 49,456 | -8.97 | 5,836 | -11.94 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 54,777 | -0.06 | 6,464 | -3.32 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 589,701 | -0.12 | 69,585 | -3.37 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 3,939 | -14.30 | 464 | -14.10 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 1,808 | -2.27 | 213 | -5.33 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 价值 II 级 | 44,219 | -9.32 | 5,218 | -12.28 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 3,403 | -10.85 | 402 | -13.76 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 900 | -9.55 | 106 | -9.48 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 750,713 | -1.86 | 91,602 | 6.93 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 2,465 | 38.10 | 0 | |||||
| 2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | Short | -8,063 | 33.03 | -949 | 33.29 | |||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 5,479 | -0.20 | 647 | -3.44 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 18,684,447 | 1.74 | 2,205,070 | -1.65 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 7,336 | -0.77 | 866 | -4.00 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 891 | -6.60 | 105 | -9.48 | ||||
| 2025-05-15 | 13F | 白骑士战略财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 2,190 | -0.32 | 258 | -3.37 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 6,832 | -2.40 | 806 | -5.51 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 4,373 | 0.00 | 516 | -3.19 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 15,810 | 0.83 | 1,866 | -2.46 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 496,635 | -1.24 | 58,464 | -1.04 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 49,310 | -1.26 | 5,819 | -4.48 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,500 | 0.00 | 177 | -2.75 | |||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 119 | 15 | ||||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 1,987 | -44.87 | 234 | -37.53 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | Short | -2,696 | 28.38 | -329 | 39.57 | |||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 60,633 | 1.66 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 36,060 | 0.00 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 3,472 | 0.73 | 410 | -2.62 | ||||
| 2025-08-26 | NP | IGF - iShares 全球基础设施 ETF | 1,781,407 | 13.31 | 210,206 | 9.62 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 396 | -8.55 | 47 | -8.00 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 2,301 | 0.00 | 272 | -3.21 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 217 | -60.76 | 26 | -57.38 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 2,763 | 326 | ||||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 84 | 0.00 | 10 | -10.00 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 4,995 | -43.30 | 589 | -45.16 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 2,726,823 | 21.06 | 321,765 | 17.12 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 2,389 | 282 | ||||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 1,342 | 74.74 | 158 | 69.89 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 11,924 | 13.15 | 1,407 | 9.49 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 63,119 | 2.19 | 7,430 | 2.40 | ||||
| 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 | 45 | 21.62 | 5 | 25.00 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 3,056 | -0.84 | 361 | -4.00 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 2,012 | 0.40 | 237 | -2.87 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 75,934 | 0.00 | 9,265 | 8.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,825 | 0.55 | 215 | -2.71 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,349 | -10.96 | 159 | -13.59 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 51,460 | -0.33 | 6,072 | -3.57 | ||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 9,408 | 0.03 | 1,110 | -3.23 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 1,726 | 0.00 | 204 | -3.33 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 8,313 | 25.27 | 981 | 21.14 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 100 | 300.00 | 12 | 450.00 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 31,449 | -0.13 | 3,711 | -3.39 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,028 | 97.69 | 121 | 92.06 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 12,904 | 3.94 | 1,523 | 0.53 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 2,766 | 326 | ||||||
| 2025-07-22 | 13F | 加速财富管理 | 3,242 | 15.91 | 383 | 12.02 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 487 | -33.65 | 57 | -35.96 | ||||
| 2025-08-08 | 13F | 佩蒂克斯和博特公司 | 1,752 | 0.00 | 207 | -3.29 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 5,474 | 45.66 | 646 | 40.83 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 24,080 | -22.25 | 2,821 | -25.31 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 9,573 | 18.65 | 1,168 | 34.29 | ||||
| 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 | 2,722 | 66.59 | 321 | 61.31 | ||||
| 2025-07-07 | 13F | 舒尔茨财富有限公司 | 2,505 | 0.00 | 296 | -3.28 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 4,635 | -0.11 | 1 | |||||
| 2025-08-11 | 13F | 花旗集团 | Call | 75,000 | -80.26 | 8,850 | -80.91 | |||
| 2025-08-11 | 13F | 花旗集团 | 870,780 | -20.91 | 102,752 | -23.48 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 167,500 | -15.19 | 19,765 | -17.95 | |||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 27,143 | 5.01 | 3,080 | 2.77 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 8,136 | 46.62 | 960 | 42.01 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 1,773 | 209 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 32,425 | 3.72 | 3,826 | 0.34 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 12,568 | -2.19 | 1,483 | -5.36 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 2,066 | 0.00 | 244 | -3.19 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 738 | 31.32 | 87 | 30.30 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 6,611 | -2.09 | 780 | -5.22 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 5,058 | -3.44 | 597 | -6.58 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 5,469 | 22.40 | 645 | 18.57 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 2,215 | -6.30 | 261 | -9.37 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,879 | 222 | ||||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 26,649 | -1.49 | 3,145 | -4.70 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 115,836 | -17.42 | 13,669 | -20.11 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 679,597 | 7.61 | 79,724 | 3.49 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 64,777 | -4.11 | 7,644 | -7.23 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 12,262 | -7.40 | 1,447 | -10.46 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 58,981 | -2.79 | 7,197 | 5.92 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 11,650 | 0.00 | 1,421 | 0.00 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 283,064 | 6.28 | 33,402 | 2.82 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 161 | 19 | ||||||
| 2025-06-26 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,972 | 5.79 | 3,901 | 15.28 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,871 | 2.46 | 221 | -0.90 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 5,428 | 91.94 | 641 | 86.05 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 2,620 | 0.34 | 309 | -2.83 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 14,947 | 7.12 | 1,764 | 3.64 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 12,573 | 4.30 | 1,484 | 0.88 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 布鲁克菲尔德资产管理公司 | 502,957 | -30.92 | 59,349 | -33.16 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 664,992 | -1.89 | 78,469 | -5.08 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 67,722 | 2.64 | 7,991 | 6.29 | ||||
| 2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 249 | 53.70 | 29 | 52.63 | ||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 6,446 | -4.59 | 761 | -7.77 | ||||
| 2025-08-11 | 13F | 里夫斯 WH 有限公司 | 8,164 | -1.69 | 963 | -4.84 | ||||
| 2025-08-22 | NP | FSRRX - 富达战略实际回报基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,739 | 48.51 | 205 | 44.37 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 10,717 | 1.40 | 1,265 | -1.94 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 51,414 | -2.14 | 6,067 | -5.32 | ||||
| 2025-05-15 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 5,254 | 1.06 | 620 | -2.37 | ||||
| 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 | 1,289,870 | -0.64 | 151,843 | -0.44 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 62,083 | 5.37 | 7,326 | 1.93 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 7,651 | 0.00 | 903 | -3.32 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 125,965 | -0.32 | 14,864 | -3.56 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 36,246 | 4,277 | ||||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 738,429 | -51.15 | 87,135 | -52.74 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 4,835 | -0.72 | 571 | -3.88 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,474 | 30.35 | 302 | 41.98 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 4,232 | 0.40 | 499 | -2.92 | ||||
| 2025-07-31 | 13F | 圣天诺信托公司Lba | 2,006 | 0 | ||||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 5,729 | -2.32 | 676 | -5.45 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 16,136 | -5.21 | 1,904 | -8.29 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 1,781 | 0.00 | 210 | -3.23 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 28,465 | 1.38 | 3,359 | -1.93 | ||||
| 2025-04-17 | NP | FLCGX - QUANTEX FUND 零售类 | 1 | -99.74 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 41,583 | 11.41 | 4,907 | 7.78 | ||||
| 2025-08-27 | NP | RYUIX - 公用事业基金投资者类别 | 8,706 | 46.91 | 1,027 | 42.24 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 202,434 | -24.36 | 23,887 | -26.82 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 969 | -50.08 | 118 | -36.56 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 17,586 | 5.63 | 2,075 | 2.22 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 50 | 0.00 | 6 | -16.67 | ||||
| 2025-07-31 | 13F | 普伦投资管理有限责任公司 | 12,298 | -0.58 | 1,451 | -3.78 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 3,675 | 3.61 | 434 | 0.23 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 5,908 | 3.27 | 1 | |||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 7,778 | -16.69 | 918 | -19.42 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 9,277 | 25.93 | 1,094 | 21.71 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 7,317 | -0.31 | 863 | -3.58 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 23,263 | 268.14 | 2,745 | 256.49 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 13,180 | 50.35 | 1,555 | 45.46 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 11,267 | -8.42 | 1,326 | -8.24 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 553 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 121 | 0.00 | 14 | 0.00 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 11,472 | -3.35 | 1,354 | -6.50 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 3,635 | 0.00 | 429 | -3.39 | ||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 17,492 | -16.91 | 2,134 | 8.32 | ||||
| 2025-04-11 | 13F | 苏兹伯格资本顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 2,589 | -35.48 | 305 | -37.63 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,587 | 5.59 | 305 | 2.35 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 12,362 | -24.62 | 1,508 | -17.86 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 19,425 | 20.50 | 2,292 | 16.58 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 20,210 | -1.10 | 2,385 | -4.33 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 100,098 | 0.00 | 11,812 | -3.25 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 15,957 | 15.76 | 1,883 | 11.96 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 229 | 49.67 | 27 | 52.94 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 380 | 0.00 | 46 | 9.52 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 151,990 | 27.60 | 17,935 | 23.45 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 2,406 | 0.00 | 284 | -3.41 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 32,142 | 14.54 | 3,793 | 10.81 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 2,026 | 239 | ||||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 15,101 | -5.58 | 1,782 | -8.67 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 5,833 | 5.50 | 688 | 2.08 | ||||
| 2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 2,154 | 0.00 | 254 | -3.05 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 40,564 | -14.17 | 4,950 | -6.48 | ||||
| 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 | 445,153 | 0.91 | 52,403 | 1.11 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 65,473 | 19.53 | 7,707 | 19.77 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 16,106 | 9.86 | 1,901 | 6.26 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 183,242 | -1.17 | 21,623 | -4.39 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 89,121 | -1.22 | 10,516 | -4.43 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 1,018 | 0.00 | 120 | -3.23 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 24,404 | 0.54 | 2,880 | -2.74 | ||||
| 2025-07-18 | 13F | Ledgewood财富顾问有限责任公司 | 18,404 | 0.00 | 2,172 | -3.25 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 208,455 | 7.84 | 24,598 | 4.33 | ||||
| 2025-04-18 | 13F | 财务视角公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 2,250 | 0.00 | 266 | -3.28 | ||||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 2,249 | -15.10 | 265 | -17.96 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 1,086 | 405.12 | 133 | 450.00 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,196 | 2.96 | 377 | -0.26 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 46,866 | -0.98 | 5,530 | -4.19 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 10,999 | -67.30 | 1,298 | -64.20 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 12,652 | -5.06 | 1,493 | -8.18 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 211,241 | 1.41 | 24,923 | -1.81 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 2,660 | 0.45 | 314 | -3.10 | ||||
| 2025-07-14 | 13F | 内普西斯公司 | 11,061 | -25.02 | 1,305 | -27.46 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 3,011 | 378 | ||||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 10,642 | 5.75 | 1,238 | 3.43 | ||||
| 2025-08-06 | 13F | 南州公司 | 47,276 | -2.07 | 5,579 | -5.26 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 3,029 | -0.03 | 357 | -3.25 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 498 | 59 | |||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 52,610 | 10.59 | 6,208 | 6.98 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 505,512 | -8.76 | 59,650 | -11.73 | ||||
| 2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 17,318 | -9.59 | 2,044 | -12.54 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 16,661 | 1,966 | ||||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 229,207 | -2.41 | 27,046 | -5.59 | ||||
| 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 | 702 | 14.89 | 83 | 15.49 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 13,069 | 8.64 | 1,542 | 5.11 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 11,996 | -2.00 | 1,416 | -5.22 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 4,138 | 5.48 | 488 | 2.09 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 7,170 | -0.67 | 844 | -0.47 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 54,881 | -1.94 | 6,476 | -5.14 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 7,046 | 0.00 | 831 | -3.26 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 27,539 | 4.50 | 3,250 | 1.09 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 542 | 64 | ||||||
| 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 | 3,911 | -2.57 | 477 | 6.24 | ||||
| 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 | 22,800 | 0.00 | 2,679 | 0.37 | ||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA财务顾问 | 223 | 0.00 | 26 | -3.70 | ||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 6,273 | -3.37 | 740 | -6.45 | ||||
| 2025-07-29 | 13F | 金融对称公司 | 2,887 | 341 | ||||||
| 2025-08-12 | 13F | SFMG有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 30,233 | 60.83 | 3,568 | 56.79 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 3,794 | 448 | ||||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 22,609 | 68.57 | 2,668 | 63.12 | ||||
| 2025-08-07 | 13F | 辛辛那提伤亡公司 | 66,300 | 0.00 | 7,823 | -3.25 | ||||
| 2025-08-14 | 13F | 道富银行 | 41,655,462 | 2.83 | 4,915,345 | -0.52 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 18,868 | 9.58 | 2,226 | 6.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,246,937 | 11.91 | 147,129 | 8.26 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 9,147 | 0.13 | 1,077 | 0.28 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 3,575 | 0.14 | 422 | -3.22 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 88 | -20.00 | 10 | -9.09 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 27 | 3 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 58,950 | 6.03 | 6,956 | 2.58 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 5,104 | 1.07 | 602 | -2.11 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 3,116 | 0.00 | 368 | -3.42 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 15,810 | 1.53 | 1,866 | -1.79 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 41,785 | -1.76 | 4,931 | -4.95 | ||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 3,535 | 0.00 | 417 | -3.25 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 3,647 | 16.18 | 430 | 12.57 | ||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 114,723 | 1.15 | 13,537 | -2.14 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 3,725 | -4.09 | 440 | -7.19 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,764 | -4.11 | 2,214 | -7.21 | ||||
| 2025-08-14 | 13F | 阿拉米亚管理有限公司 | 7,008 | -11.56 | 827 | -14.49 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 11,954 | 43.49 | 1,411 | 38.78 | ||||
| 2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 27,700 | 6.36 | 3,269 | 2.90 | ||||
| 2025-07-22 | 13F | IFS 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 21,487 | -1.86 | 2,535 | -5.06 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 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 | 5,234 | -35.31 | 618 | -37.42 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 2,892 | -0.17 | 341 | -2.01 | ||||
| 2025-05-07 | 13F | 晨星投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 100 | 0.00 | 0 | |||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 2,448 | 0.00 | 288 | 0.35 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 6,891 | 4.02 | 813 | 0.62 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 43,456 | 2.63 | 5,446 | 6.87 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 12,951 | -1.53 | 1,528 | -4.74 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 10,028 | 0.48 | 1 | 0.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球战术配置投资组合初始类别 | 3,872 | -20.53 | 457 | -23.23 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 2,615 | 0.00 | 309 | -3.14 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 17,639 | -2.35 | 2,081 | -5.54 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 10,698 | 35.16 | 1,262 | 35.12 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 2,821 | -51.63 | 332 | -51.53 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 359,261 | -2.14 | 42,393 | -5.33 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 25,055 | -1.66 | 2,956 | -4.86 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 2,578 | 3.04 | 304 | -0.33 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 90 | 2,150.00 | 11 | |||||
| 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 | 8,511 | 0.00 | 1,002 | 0.20 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 4,508 | -9.00 | 531 | -8.93 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 674 | -17.80 | 80 | -21.00 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 14,120 | 271.77 | 1,662 | 272.65 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 24,795 | 0.46 | 2,926 | -2.82 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 20,678 | 3.49 | 2,440 | 0.12 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 726,257 | -54.21 | 85,698 | -55.71 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 185 | -81.41 | 2,183 | -82.01 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 96 | -83.07 | 1,133 | -83.63 | |||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 800 | 94 | |||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 14,339 | -55.44 | 2 | -66.67 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 22,620 | 7.48 | 2,669 | 3.97 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 48,361 | -0.61 | 5,707 | -3.84 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 671,800 | 2.52 | 79,084 | 2.72 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 13,880 | 15.33 | 1,638 | 11.59 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 2,137 | -3.65 | 252 | 5.88 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 323,868 | 1.08 | 38,222 | -2.20 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 424,783 | -4.46 | 50,124 | -7.57 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,670 | 8.57 | 3,140 | 8.77 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 124,291 | 0.00 | 14,658 | -3.30 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,311 | 160 | ||||||
| 2025-08-05 | 13F | 赫斯曼战略顾问公司 | 500 | 0.00 | 59 | -1.67 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 389 | 46 | ||||||
| 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 | 779,343 | 3.44 | 91,744 | 3.65 |
