机构投资人持股和股东
Bank of America Corporation (CL:BAC) 有 4772 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 6,320,244,628 股股票。 最大股东包括 Vanguard Group Inc, Berkshire Hathaway Inc, BlackRock, Inc., State Street Corp, Fmr Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Jpmorgan Chase & Co, Geode Capital Management, Llc, and Capital World Investors .
Bank of America Corporation (SNSE:BAC)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 4,260 | 202 | ||||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 4,500 | -8.91 | 213 | 2.91 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 4,570 | 1.56 | 216 | 15.51 | ||||
| 2025-08-15 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,843,346 | -10.69 | 87,227 | 1.28 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 6,589 | 0.78 | 0 | |||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,216 | -30.55 | 58 | |||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 6,573,732 | -2.31 | 311,069 | 10.78 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 23,283 | 0.05 | 1 | |||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 7,389 | 1.46 | 326 | -2.69 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 1,153,397 | -0.24 | 54,579 | 13.12 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 260,988 | 2.81 | 12,350 | 16.58 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 2,000 | 0.00 | 95 | 13.25 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 752 | 0.53 | 36 | 12.90 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 5,031,873 | 218.38 | 238,108 | 261.03 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 73,518 | 0.00 | 3,479 | 13.40 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 11,856 | 0.00 | 561 | 13.56 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | Put | 50,000 | 0.00 | 2,366 | 13.42 | |||
| 2025-07-22 | 13F | 红龟有限责任公司 | 830 | 0.00 | 39 | 14.71 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 81,758 | -8.28 | 3,869 | 4.01 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 930,868 | 9.74 | 44,049 | 24.44 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 8,129 | 21.53 | 385 | 37.63 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 6,301 | 0.43 | 298 | 14.18 | ||||
| 2025-08-12 | 13F | 毕宿五资本有限公司 | 109,665 | -21.07 | 5,189 | -10.49 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I | 1,015,649 | 1.56 | 48,061 | 15.16 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 982,127 | 6.89 | 39,167 | -7.94 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 27,731 | 1,312 | ||||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 51,301 | 12.38 | 2,428 | 27.47 | ||||
| 2025-08-14 | 13F | 卓越资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 252 | 26.00 | 12 | 37.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 8,122 | 384 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 18,445 | -0.43 | 873 | 12.81 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 34,224 | -1.42 | 1,619 | 11.81 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 1,758,185 | 8.03 | 83,197 | 22.50 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 18,826 | 0.02 | 891 | 13.38 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 14,344 | 0.57 | 1 | |||||
| 2025-08-20 | NP | MUNDX - Mundoval 基金 | 25,000 | 0.00 | 1,183 | 13.42 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 1,342 | 10.82 | 54 | -5.36 | ||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 289,525 | 13,700 | ||||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 10,560 | 0.06 | 500 | 13.41 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 330,448 | -24.27 | 15,637 | -14.12 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 2,716 | 41.68 | 129 | 62.03 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 4,742 | -10.81 | 224 | 1.36 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 6,046 | -1.24 | 286 | 12.16 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 8,800 | 416 | |||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 5,175 | -67.52 | 206 | -66.06 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 123,456 | 2.88 | 5,842 | 16.66 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 48,106 | -2.28 | 2,276 | 10.81 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 64,073 | 9.30 | 3,032 | 23.92 | ||||
| 2025-05-15 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 9,102 | 380 | ||||||
| 2025-06-26 | NP | UIVRX - MFS 内在价值基金 R6 | 2,110 | -14.54 | 84 | -26.32 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 42,161 | -28.23 | 1,861 | -31.31 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 22,386 | -4.84 | 988 | -8.95 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 3,148,947 | -5.08 | 149,008 | 7.63 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 41,229 | -7.11 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 20,763 | 1,877.43 | 1,769 | 11.69 | ||||
| 2025-08-11 | 13F | 持久资产合伙有限公司 | 18,778 | 889 | ||||||
| 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 | 337,322 | -1.35 | 15,962 | 11.86 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 535,425 | 16.21 | 25,336 | 31.78 | ||||
| 2025-08-07 | 13F | 第1620章 | 215 | -22.10 | 10 | -9.09 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 1,727 | 0.00 | 82 | 12.50 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 128 | 0.00 | 6 | 0.00 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 24,157 | -1.17 | 1,143 | 12.06 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 27,301 | 1,292 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 13,008 | 4.30 | 633 | 36.50 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 1,201,829 | -1.41 | 56,867 | 11.78 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 2,148,356 | 2.37 | 101,656 | 16.08 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 6,527 | 11.34 | 309 | 26.23 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 1,491,400 | 38.05 | 70,528 | 56.36 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 3,315 | -97.00 | 157 | -96.61 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 12,526 | 36.85 | 593 | 55.38 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 36,612 | 45.26 | 1,718 | 67.61 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 706,300 | -1.81 | 33,401 | 11.21 | |||
| 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 | 308,676 | -14.64 | 12,310 | -26.48 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 67,162 | 1.21 | 3,178 | 14.77 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 52,943 | -0.14 | 2,505 | 13.25 | ||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 107,499 | 0.00 | 4,287 | -13.86 | ||||
| 2025-06-23 | NP | BKPIX - 银行超行业深度投资者类别 | 1,826 | -64.19 | 73 | -69.49 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 125 | 5 | ||||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 8,373 | 9.32 | 396 | 24.14 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 1,822 | -5.69 | 86 | 7.50 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 72,268 | 1.40 | 3,420 | 14.96 | ||||
| 2025-07-17 | 13F | 奥克蒙特公司 | 1,455 | 0.00 | 69 | 13.33 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 79,132 | 0.00 | 3,745 | 13.39 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 264,079 | -0.02 | 12,496 | 13.38 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 31,351 | -8.53 | 1,484 | 3.71 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 5,043 | 0.44 | 239 | 13.88 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 156,815 | 0.00 | 6,254 | -13.87 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 2,592,636 | 38.40 | 114,413 | 32.48 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | Put | 2,242 | 31 | |||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 20,577 | 21.52 | 974 | 37.82 | ||||
| 2025-08-12 | 13F | 联合银行 | 360,130 | -2.72 | 17,041 | 10.32 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 41,040 | 208.57 | 1,942 | 249.91 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 4,104 | 17.83 | 194 | 33.79 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 11,712 | -4.34 | 554 | 8.63 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 10,628 | 27.68 | 503 | 44.67 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 34,726 | 136.65 | 1,643 | 168.46 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,131,508 | 0.36 | 53,543 | 13.81 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 3,421,898 | 4.10 | 161,923 | 18.05 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 42,339 | 70.95 | 2,003 | 93.90 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 24,555 | 0.00 | 1,162 | 13.38 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 1,917,986 | -6.56 | 90,759 | 5.96 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 178,066 | 0.00 | 7,101 | -13.86 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 5,705 | 17.95 | 270 | 33.83 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 8,336 | -1.45 | 394 | 11.93 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 83,100 | 0.00 | 3,667 | -4.26 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 31,008 | 0.00 | 1,467 | 7.71 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 5,098 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 5,336 | 0.00 | 252 | 13.51 | ||||
| 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 | 7,007,359 | 82.46 | 309,235 | 74.66 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 6,161 | 0.00 | 291 | 23.31 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 81,059 | -0.25 | 3,836 | 13.09 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 1,464,502 | -47.09 | 69,300 | -40.00 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 28,467 | -41.34 | 1,256 | -43.85 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 753,941 | -0.42 | 35,676 | 12.92 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 16,034 | 33.83 | 759 | 51.90 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 9,991 | 0.00 | 473 | 13.46 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 277,618 | -2.71 | 13,137 | 10.31 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 25,297 | -6.60 | 1,116 | -10.58 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 36,550 | 1,193.81 | 1,458 | 1,020.77 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 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 | 208,050 | -7.91 | 9,181 | -11.84 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,413 | -88.48 | 67 | -87.08 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 25,630 | 5.09 | 1,213 | 21.69 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 169,048 | 1.93 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 20,252 | 0.00 | 958 | 13.37 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 21,877 | 1,035 | -13.32 | |||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 33,053 | -3.19 | 1,564 | 9.83 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 782 | -25.45 | 37 | -13.95 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 20,224 | -56.24 | 957 | -50.36 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 7,672,566 | 1.50 | 363,066 | 15.10 | ||||
| 2025-08-06 | 13F | 福卡斯金融公司 | 4,640 | 220 | ||||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 44,322 | 2.30 | 2,097 | 15.98 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 7,321 | 0.00 | 346 | 13.44 | ||||
| 2025-03-25 | NP | PMAIX - 先锋多元资产收益基金：A 类 | 2,283,634 | 203.25 | 105,732 | 235.74 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 98,740 | 0.07 | 4,672 | 16.51 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 138,902 | -4.93 | 6,573 | 7.79 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 125,459 | -1.49 | 5,937 | 11.70 | ||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 47,265 | 0.14 | 2,237 | 13.56 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 56,228 | 15.08 | 2,661 | 30.46 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105,867 | 6.76 | 4,222 | -8.06 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 1,954,435 | -1.94 | 77,943 | -15.54 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 641,159 | 27.29 | 30,340 | 44.35 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 13,512,376 | 4.18 | 639,406 | 18.14 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 237,133 | -4.53 | 11,221 | 8.27 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 21,058 | 8.59 | 996 | 23.11 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 63,439 | -85.93 | 3,002 | -84.05 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 1,108,341 | 0.46 | 52,447 | 13.92 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 97,928 | 11.58 | 4,634 | 26.52 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 319,814 | -2.00 | 15,134 | 11.13 | ||||
| 2025-05-08 | 13F | 资本管理协会/纽约/ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 36,200 | -52.80 | 1,713 | -46.50 | |||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 34,242 | -66.52 | 1,620 | -62.04 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 5,815 | -81.42 | 275 | -78.93 | ||||
| 2025-05-02 | 13F | 认可投资者服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 5,489 | -2.37 | 264 | 12.82 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 第一美国银行 | 220,375 | 0.43 | 10,428 | 13.88 | ||||
| 2025-08-14 | 13F | 安盛公司 | 774,634 | -17.78 | 36,656 | -6.76 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 3,412,626 | -5.92 | 136,096 | -18.96 | ||||
| 2025-08-11 | 13F | 罗普公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 15,903 | 0.00 | 753 | 13.42 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | Call | 190,000 | 8,991 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 25,818 | -22.23 | 1,222 | -11.84 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 16,146 | 0.73 | 764 | 14.37 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 12,665,726 | -17.66 | 599,342 | -6.63 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 9,900 | 0.00 | 468 | 13.32 | ||||
| 2025-08-11 | 13F | 罗普公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 198,300 | -7.34 | 9,384 | 5.07 | ||||
| 2025-07-29 | NP | FIKDX - Kempner Multi-Cap Deep Value Fund 机构类别 | 69,420 | 0.00 | 3,064 | -4.28 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 8,061 | 0.00 | 381 | 13.39 | ||||
| 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 | 879,765 | -74.22 | 35,085 | -77.80 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 29,656 | -46.08 | 1,403 | -38.87 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 162,734 | -10.00 | 7,701 | 2.05 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 20,107 | -2.50 | 951 | 10.58 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 63,749 | 5.12 | 3,017 | 19.21 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 7,100 | -1.40 | 336 | 11.67 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 28,512 | 15.41 | 1,349 | 30.97 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 65,537 | -3.58 | 3,101 | 9.34 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 27,056 | 0.02 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 35,168 | -10.25 | 1,664 | 1.77 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 152 | 0.00 | 7 | 16.67 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 21,232 | -48.36 | 1,005 | -41.46 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 16,218,126 | 17.13 | 767,442 | 32.82 | ||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 4,446 | 210 | ||||||
| 2025-07-18 | 13F | 联合银行 | 8,026 | -1.13 | 380 | 12.13 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 40,411 | -6.23 | 1,912 | 6.34 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 11,319 | 0.00 | 536 | 13.35 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 13,366 | 33.66 | 632 | 53.53 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 42,694 | -6.07 | 1,204 | -11.67 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 5,960 | -33.84 | 0 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 54,123 | 541.80 | 2,561 | 629.63 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林互助全球发现 VIP 基金 1 级 | 145,814 | -9.06 | 6,900 | 3.12 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 292,165 | 11.00 | 12,893 | 6.26 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 529,298 | 211,619.20 | 24,268 | 12.24 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 100,000 | 0.00 | 3,988 | -13.87 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 27,147 | 0.59 | 1,285 | 14.03 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 4,813 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 13,513 | 4.99 | 639 | 18.99 | ||||
| 2025-07-24 | 13F | Shikiar资产管理公司 | 133,085 | -5.31 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 404,477 | -40.50 | 19,140 | -32.53 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Put | 258,300 | 61.84 | 12,223 | 83.51 | |||
| 2025-08-13 | 13F | 新斯科舍银行 | 2,547,302 | -18.04 | 120,538 | -7.07 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 187,849 | 1.53 | 8,889 | 15.13 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 8,462 | -11.92 | 402 | 0.25 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 10,986 | 0.00 | 520 | 13.32 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 24,991 | 0.03 | 1,183 | 13.44 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 5,934 | 281 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 30,200 | 95.47 | 1,429 | 121.89 | |||
| 2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 67,658 | 570.28 | 3,133 | 642.18 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 2,804 | 133 | ||||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 8,904,561 | 62.92 | 421,564 | 84.78 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 1,955,338 | 3.60 | 92,527 | 17.48 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 5,184 | 0.33 | 245 | 13.95 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 436,159 | 36.57 | 20,639 | 54.87 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | Call | 127,500 | 6,033 | |||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 84,896 | 31.62 | 4,017 | 49.28 | ||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 1,968,763 | 0.00 | 93,162 | 13.40 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 13,514 | 42.04 | 639 | 60.96 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 946,166 | 3.80 | 45 | 15.79 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 可持续股票投资组合 I 类 | 408,606 | -4.17 | 19,335 | 8.67 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 24,905 | -7.59 | 1,179 | 4.80 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 24,216 | -15.09 | 1,145 | -3.87 | ||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 183,605 | -14.47 | 8,688 | -3.01 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 535,935 | 16.78 | 25,360 | 32.42 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 208,007 | -1.50 | 9,843 | 11.69 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 554,076 | 1,890.86 | 23,122 | 1,790.52 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 67 | 0.00 | 3 | -33.33 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 222,518 | 6.45 | 8,874 | -8.31 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 1,814,976 | 1.94 | 85,885 | 15.59 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 5,113 | -36.37 | 242 | -28.06 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 9,776 | 0.01 | 463 | 13.51 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 167,846 | 1.06 | 7,942 | 14.60 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 44,557 | 1.17 | 2,108 | 14.75 | ||||
| 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 | 11,430 | 19.65 | 456 | 2.94 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 18,143 | 11.61 | 859 | 26.55 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 4,881 | 0.00 | 231 | 13.30 | ||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 13,000 | -4.19 | 609 | 24.85 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 12,129 | 76.65 | 574 | 100.35 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 25,285 | 22.50 | 1,196 | 38.91 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 103,822 | 0.24 | 4,913 | 13.65 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 65,195 | -3.63 | 3,085 | 9.32 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 4,085 | 0.00 | 163 | -14.29 | ||||
| 2025-08-11 | 13F | 罗普公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | MSA 顾问有限责任公司 | 20,000 | 0.00 | 946 | 13.43 | ||||
| 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 | 166 | -53.24 | 8 | -50.00 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 19,070 | -2.21 | 902 | 10.95 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 1,624,600 | -44.35 | 77 | -37.19 | |||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 897 | 0.00 | 37 | -5.13 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 2,351,200 | 0.41 | 111 | 14.43 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | 30,475,751 | 30.03 | 1,442 | 47.44 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 2,643 | 4.59 | 125 | 19.05 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 81,625 | 54.55 | 3,862 | 75.31 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 17,800 | 8.80 | 842 | 17.11 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 223,048 | -0.66 | 9,843 | -4.90 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 1,417,000 | 196.32 | 67,052 | 236.02 | |||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 261,038 | 0.72 | 12,352 | 14.21 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 268,155 | -90.79 | 12,689 | -89.56 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 3,302,700 | 1.27 | 156,284 | 14.84 | |||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 7,575 | 0.05 | 358 | 13.65 | ||||
| 2025-08-05 | 13F | 诚信财富解决方案有限责任公司 | 5,839 | 0.38 | 276 | 14.05 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 12,500 | -7.65 | 592 | 4.79 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 656,255 | 17.02 | 26,171 | 0.79 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 52,926 | -2.03 | 2,504 | 11.09 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 385 | 0.00 | 18 | 12.50 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 41,159 | 7.36 | 1,948 | 21.76 | ||||
| 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 | 174,662 | -0.67 | 8,265 | 21.31 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 19,400 | -2.51 | 918 | 10.60 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 804,725 | 8.93 | 32,092 | -6.17 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 101,100 | 0.00 | 4,462 | -4.27 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 195,104 | 13.10 | 9,232 | 28.26 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 20,117 | 15.81 | 952 | 31.35 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 5,640 | -18.09 | 267 | -7.32 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 79,480 | 1.32 | 3,761 | 14.88 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 7,532 | 0.04 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 1,350,171 | -2.91 | 63,890 | 10.10 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 177,269 | 43.84 | 8,388 | 63.13 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 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 | 1,521,400 | -4.83 | 71,993 | 7.92 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 2,205 | 104 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 10,600 | 112.00 | 502 | 140.87 | |||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 79,370 | -5.32 | 3,756 | 7.35 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 207,371 | -34.96 | 9,813 | -26.25 | ||||
| 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 | 367,190 | -7.54 | 14,644 | -20.36 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 26,549 | 1,256 | ||||||
| 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 | 362,551 | -2.35 | 17,156 | 10.73 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 201,726 | -0.48 | 9,762 | 24.28 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 1,457,365 | -0.15 | 68,963 | 13.22 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 6,532 | -0.03 | 309 | 13.60 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 118,238 | 0.75 | 5,595 | 14.25 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 24,837 | 10.21 | 1,175 | 25.00 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 66,993 | 0.19 | 3,170 | 13.62 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 8,064 | -2.59 | 382 | 10.43 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 417,957 | 0.35 | 19,778 | 13.79 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 235,773 | -3.59 | 11 | -99.89 | ||||
| 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 | 182,485 | 6.28 | 8,635 | 20.52 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 34,726 | -7.49 | 1,532 | -11.45 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,639,876 | -48.42 | 77,599 | -41.51 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 34,570 | -0.37 | 1,636 | 12.91 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 144,996 | -0.15 | 6,861 | 13.24 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 45,320 | -1.47 | 2,145 | 11.72 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 22,329 | 2.30 | 1,055 | 15.82 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 151,262 | 6.49 | 7,158 | 20.75 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 205,692 | 2.48 | 9,723 | 16.08 | ||||
| 2025-08-11 | 13F | 信托银行 | 181,999 | 2.42 | 8,612 | 16.14 | ||||
| 2025-05-27 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 456,985 | -25.56 | 19,070 | -29.33 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 698,559 | -6.58 | 33,056 | 5.94 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 149,716 | 7 | ||||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 341,771 | -1.42 | 16,173 | 11.78 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 1,074,148 | 1.19 | 50,829 | 14.75 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 6,177 | -16.54 | 292 | -5.19 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 932,617 | 44,131 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 1,585 | 75 | ||||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 270,614 | 11,942 | ||||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 22,743 | -1.87 | 1 | |||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 7,490 | -5.94 | 354 | 6.63 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 43,138 | -10.40 | 2,041 | 1.59 | ||||
| 2025-08-06 | 13F | 金融替代公司 | 4,415 | 209 | ||||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 68 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 662,200 | 32.36 | 31,335 | 50.09 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 14,199 | 0.77 | 672 | 14.31 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 168,603 | 19.23 | 7,978 | 35.22 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 76,602 | -2.36 | 3,625 | 10.69 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 31,410 | -8.36 | 1,486 | 3.92 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 267,269 | -34.55 | 12,647 | -25.78 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 6,611 | 0.02 | 313 | 13.45 | ||||
| 2025-07-28 | 13F | Pb 投资合伙公司 | 337,613 | -10.57 | 15,976 | 1.41 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 7,672 | 0.04 | 363 | 13.44 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 1,430 | 148.26 | 68 | 179.17 | ||||
| 2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 6,548 | -4.95 | 310 | 7.67 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 35,144 | 0.03 | 1,663 | 13.44 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 340,800 | -17.36 | 16,127 | -6.29 | |||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 601,918 | -3.10 | 28 | 12.00 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 43,597 | 21.56 | 2,063 | 37.90 | ||||
| 2025-05-14 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 1,261,064 | -51.77 | 59,674 | -45.31 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 347,500 | -14.91 | 16,444 | -3.51 | |||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 28,697 | 2.45 | 1,358 | 17.49 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 10,979 | 4.05 | 520 | 17.95 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 25,443 | -2.44 | 1,204 | 10.57 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 13,562 | -15.32 | 642 | -4.04 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 37,100 | -46.85 | 1,756 | -39.73 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 14,500 | -85.92 | 686 | -84.04 | |||
| 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 | 7,747 | 13.08 | 367 | 28.42 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,526,785 | 7.51 | 140,648 | -7.40 | ||||
| 2025-05-15 | 13F | Epacria 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 130,167 | -13.47 | 5,191 | -25.46 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 2,087 | -89.50 | 940 | 13.39 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 38,643 | -27.70 | 1,829 | -18.03 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 103,655,328 | -3.33 | 4,904,970 | 9.62 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 104,463 | -3.84 | 4,166 | -17.18 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 122,908 | -2.25 | 5,816 | 10.84 | ||||
| 2025-08-13 | 13F | 第1492章 | 4,886 | -1.27 | 231 | 12.14 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 225,548 | 0.41 | 10,673 | 13.86 | ||||
| 2025-07-24 | 13F | 康宁公司 | 38,029 | -14.98 | 1,800 | -3.59 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 48,748 | 2,307 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 298,546 | -0.36 | 14,127 | 13.00 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 39,936 | 3.71 | 1,762 | -0.73 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 8,430 | -5.97 | 399 | |||||
| 2025-07-14 | 13F | 机械银行信托部 | 27,643 | -26.78 | 1,308 | -16.95 | ||||
| 2025-08-08 | 13F | 老西部投资管理有限责任公司 | 71,334 | 0.00 | 3,376 | 13.41 | ||||
| 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 | 59,942 | 20.84 | 2,836 | 37.07 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 170,342 | -2.42 | 8,061 | 10.65 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 4,707 | 0 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 8,011 | -0.83 | 379 | 12.46 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 5,918 | -46.16 | 0 | |||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 12,123 | 8.78 | 574 | 23.23 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 99,116 | -0.90 | 4,690 | 12.39 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 11,937 | -1.19 | 565 | 11.90 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 5,798 | 1.42 | 274 | 15.13 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 37,593 | -0.20 | 1,779 | 13.18 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 26,617 | 119.27 | 1,282 | 153.16 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 8,444 | 217.09 | 337 | 173.17 | ||||
| 2025-08-04 | 13F | NWK集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 13,184 | -10.39 | 526 | -22.91 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 160 | -23.81 | 8 | -12.50 | ||||
| 2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 7,811 | 370 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 609 | 0.00 | 24 | -14.29 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 5,535 | 3.03 | 262 | 16.52 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 852,555 | 5.37 | 40,343 | 19.49 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 1,066 | 0.00 | 50 | 13.64 | ||||
| 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 | 601,793 | 28,477 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 54,100 | 12.41 | 2,387 | 7.62 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 437 | 0.00 | 21 | 11.11 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 312,570 | -17.07 | 14,791 | -5.96 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 泰莱姆合伙律师事务所 | 3,586,800 | 3.24 | 169,727 | 17.07 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 371,688 | 87.96 | 16 | 87.50 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 28,926 | 121.76 | 1,369 | 151.47 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 194,381 | -13.60 | 9,198 | -2.02 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 5,115 | 242 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 615,425 | 58.94 | 29,088 | 4,049.50 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 10,156 | 0.72 | 481 | 14.29 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 68,010 | 1.02 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 33,855 | -2.39 | 1,602 | 10.71 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 58,596 | 0.00 | 2,586 | -4.29 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 7,994 | -7.85 | 378 | 4.71 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 227,596 | 0.00 | 9,077 | -13.87 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 12,195 | -0.76 | 577 | 12.70 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 39 | -56.18 | 2 | -75.00 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 349,606 | 17.78 | 16,543 | 33.55 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 1,566 | 8.75 | 74 | 23.33 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 10,135 | 282.16 | 480 | 335.45 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 36,165 | -1.36 | 1,674 | 9.20 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 6,164 | 292 | ||||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 1,208 | 0.00 | 57 | 14.00 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 5,126 | 4.36 | 243 | 18.63 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 50,781 | 3.24 | 2,403 | 17.06 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 28,665 | -24.39 | 1,356 | -14.29 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,352,939 | 0.00 | 133,715 | -13.87 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 151,600 | -66.09 | 7,165 | -61.26 | |||
| 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 | 917,561 | -12.30 | 40,492 | -16.05 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 18,040 | 1.45 | 854 | 14.96 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 379,700 | -25.87 | 17,947 | -15.33 | |||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 16,452 | -1.81 | 779 | 11.30 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 126,140 | 1.13 | 5,969 | 14.68 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 5,353 | 0.04 | 253 | 13.45 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 5,308 | 0.00 | 251 | 13.57 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 4,321 | 205 | ||||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 19,058,277 | -10.66 | 760,044 | -23.05 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,289,900 | 75.26 | 61,038 | 98.74 | |||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 42,880 | 1.68 | 2,029 | 15.35 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 7,429 | 2,572.30 | 352 | 3,090.91 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,026,300 | 327.62 | 48,565 | 384.91 | |||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 1,246,612 | 6.08 | 58,990 | 20.29 | ||||
| 2025-05-16 | 13F | 挑战者财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 109,162 | -16.03 | 5,166 | -4.78 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 11,156 | 528 | ||||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 559 | 57.91 | 26 | 85.71 | ||||
| 2025-08-13 | 13F | Alphinity投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 9,260 | 9.57 | 438 | 24.43 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 2,949 | 4.76 | 140 | 18.80 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 38,705 | 0.12 | 1,832 | 13.52 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 1,834,077 | 41.17 | 86,789 | 60.08 | ||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,343,500 | 7.40 | 347,494 | 21.78 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 153,444 | -1.37 | 7,261 | 11.85 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 19,938 | -0.96 | 943 | 12.26 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 219,365 | 107.27 | 10,380 | 135.05 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 173,310 | -2.62 | 8,201 | 10.44 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 9,006 | 12.79 | 426 | 27.93 | ||||
| 2025-06-26 | NP | Voya 优惠利率信托 | Short | -5,681 | -0.00 | -227 | -14.07 | |||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 18,042 | 4.35 | 854 | 18.31 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 242,275 | -1.13 | 11,464 | 12.12 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 14,819 | 2.10 | 701 | 15.87 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 2,000 | 95 | |||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 624,898 | -0.89 | 29,570 | 12.39 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 100 | -95.45 | 5 | -95.60 | |||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 453,875 | -14.94 | 20,030 | -18.58 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,182,120 | 667.27 | 55,938 | 770.07 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 489,710 | 18.64 | 23,173 | 34.53 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 497 | 0.00 | 24 | 15.00 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 108,557 | -6.46 | 4,876 | 0.68 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 349,871 | 28.35 | 16,556 | 45.54 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 261,585 | -4.20 | 12,378 | 8.64 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 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 | 4,401,107 | -8.05 | 194,221 | -11.98 | ||||
| 2025-07-11 | 13F | 斯科特资本顾问有限公司 | 6,617 | 17.85 | 310 | 32.05 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 927,753 | 14.14 | 40,942 | 9.26 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 19,271 | -27.42 | 850 | -30.56 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 557,341 | 6.42 | 26,373 | 20.68 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 173,590 | 0.00 | 6,923 | -13.87 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 664 | -90.47 | 26 | -91.93 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 14,414 | 0.22 | 682 | 13.67 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 357 | 0.28 | 17 | 14.29 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 29,502 | 1.15 | 1,396 | 14.71 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 2,181 | 19.18 | 91 | 13.75 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 4,363 | 206 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 46,472 | -0.62 | 2,199 | 12.71 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 38,509 | 21.63 | 1,822 | 37.93 | ||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 142,996 | -4.44 | 6,158 | 4.28 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 13,338 | 10.73 | 631 | 25.70 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 4,734 | -55.40 | 224 | -49.32 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 3,831,866 | -9.59 | 181 | 2.84 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 25,695 | -5.10 | 1,216 | 7.62 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 338,944 | 0.00 | 16,039 | 13.39 | ||||
| 2025-06-26 | NP | FRBAX - 区域银行基金 A 类 | 371,595 | -2.38 | 14,819 | -15.92 | ||||
| 2025-05-09 | 13F | 孤独金融服务 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 52,864 | -5.96 | 2,502 | 6.65 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 5,121 | 242 | ||||||
| 2025-08-12 | 13F | MWA资产管理 | 47,113 | 3.53 | 2,229 | 17.44 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 10,052 | -32.42 | 476 | -23.39 | ||||
| 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 | 2,241,655 | 51.92 | 106,075 | 72.27 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 15,757 | -79.55 | 746 | -76.82 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 718,900 | 8.19 | 34,018 | 22.68 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 3,482,806 | 21.50 | 138,894 | 4.65 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 620,504 | -8.40 | 28,729 | 1.42 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 200,282 | 21.55 | 9,477 | 37.85 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 23,577 | 0.22 | 1,116 | 16.15 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 730,308 | 0.04 | 35 | 13.33 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 775 | 0.00 | 37 | 12.50 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 268,931 | 6.52 | 12,726 | 14.22 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 12,500 | 552 | ||||||
| 2025-08-13 | 13F | 第1832章 | 319,150 | -77.90 | 15,102 | -74.94 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 6,778 | 0.00 | 321 | 13.48 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 5,382 | 198.01 | 238 | 185.54 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 28,560 | -16.52 | 1,351 | -5.33 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 12,466 | -4.22 | 590 | 8.47 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 220,186 | 32.34 | 10,419 | 50.06 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 2,819,941 | 6.51 | 133,440 | 20.78 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 12,359,800 | 14.31 | 584,866 | 29.62 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 8,970 | 5.89 | 424 | 20.11 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 122,269 | -7.21 | 5,786 | 5.22 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 20,249,852 | -17.27 | 807,564 | -28.74 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 285,481 | 6.29 | 13,509 | 20.52 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 28,552 | 46.70 | 1,351 | 66.38 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | Put | 20,730,000 | 15.94 | 976,798 | 30.91 | |||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | Call | 5,730,000 | -26.82 | 269,998 | -17.37 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 14,738,635 | -12.73 | 697,215 | -0.72 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 728,941 | -1.26 | 34,493 | 11.97 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 405,268 | 0.97 | 19,177 | 14.50 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 5,472 | 258 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 54,929 | 9.97 | 2,599 | 24.71 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 106,811 | 1.31 | 5,054 | 14.89 | ||||
| 2025-08-05 | 13F | 好事达公司 | 9,461 | -94.63 | 448 | -93.92 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 77,571,661 | -3.69 | 3,670,691 | 9.21 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 171,379 | -0.92 | 8 | 14.29 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 17,675 | 4.51 | 836 | 18.58 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 7,159 | 44.42 | 339 | 64.08 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 89,494 | -0.91 | 4,235 | 12.37 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 3,000 | -25.00 | 142 | -15.06 | |||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 10,330 | -3.41 | 489 | 9.42 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 136,074 | 4.56 | 6,439 | 18.58 | ||||
| 2025-05-15 | 13F | 长焦点资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 8,222,764 | 378.63 | 389,101 | 442.75 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 38,772 | 0.19 | 1,835 | 13.63 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 2,338 | 111 | ||||||
| 2025-07-29 | 13F | 财富流顾问公司 | 8,194 | 388 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 1,309,019 | 44.66 | 61,943 | 64.04 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 8,058 | -4.41 | 336 | -9.19 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 13,031 | -0.97 | 617 | 12.20 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 192,000 | -15.79 | 9,085 | -4.51 | |||
| 2025-08-13 | 13F | 阿尔法家族信托 | 8,860 | 419 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | Call | 1,400 | 66 | |||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 2,138 | 60.39 | 85 | 39.34 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 16,455 | -8.92 | 779 | 3.32 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 86,778 | -0.31 | 4,106 | 13.05 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 13,633 | -3.53 | 645 | 9.51 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 30,008,448 | -6.10 | 1,420,062 | 6.50 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 21,234 | 1.80 | 1,005 | 15.40 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 82,705 | 2.37 | 3,914 | 16.08 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 152,563 | -0.87 | 7,219 | 12.41 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 310,436 | 0.96 | 14,690 | 14.48 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 1,373,219 | 5.34 | 64,981 | 19.45 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -76,821 | -0.00 | -3,635 | 13.42 | |||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 50,268 | 20,007.20 | 2,295 | 24.12 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 800 | 0.00 | 38 | 12.12 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 2,158,925 | 0.05 | 102,160 | 13.46 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 5,568 | 3.76 | 263 | 17.94 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 126,207 | 11.65 | 5,972 | 26.61 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 285 | 0.71 | 13 | 18.18 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 76,026 | -0.40 | 3,661 | 30.76 | ||||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 21,887 | 8.80 | 1,036 | 23.36 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 5,792 | -19.17 | 274 | -8.36 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 1,349 | 56.32 | 64 | 75.00 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 2,700 | 200.00 | 128 | 225.64 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 7,021 | -95.30 | 333 | -95.00 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 9,968 | 0.00 | 440 | -4.36 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 11,999 | 3.30 | 568 | 17.15 | ||||
| 2025-07-30 | NP | BFSIX - BFS 股票基金机构类 | 20,000 | 0.00 | 883 | -4.34 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 44,400 | 11.00 | 1,959 | 6.29 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 40,120 | 11.83 | 1,600 | -3.73 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 41,371 | -3.90 | 1,958 | 8.96 | ||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 7,107 | 0.20 | 336 | 13.90 | ||||
| 2025-05-21 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 18,924 | 3.56 | 790 | -1.74 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 5,524 | 12.53 | 261 | 27.94 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 7,100 | -18.39 | 0 | |||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 11,254 | 0.18 | 533 | 13.68 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 85,348 | 13.97 | 4,039 | 29.26 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 408,611 | 4.68 | 19,335 | 18.70 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 29,188 | 1.69 | 1,375 | 16.23 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 3,923 | -15.10 | 182 | -2.69 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 8,778 | 0.00 | 425 | 31.17 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 11,250 | 0.00 | 532 | 13.43 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 24,850 | 0.00 | 1,176 | 13.42 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 17,215 | -1.31 | 815 | 11.97 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 63,604 | -1.97 | 3,010 | 11.16 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 416,200 | 49.07 | 20 | 72.73 | ||||
| 2025-05-05 | 13F | 地平线投资服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 6,059 | 0.93 | 287 | 14.40 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 53,140 | 0.29 | 2,515 | 13.70 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 15,000 | -40.00 | 710 | -32.02 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 108,793 | -4.04 | 5,148 | 8.84 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 3,710,183 | -3.14 | 176 | 10.06 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 11,659 | -2.39 | 552 | 10.64 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 9,732 | 0.04 | 461 | 13.58 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 3,944,311 | 5.23 | 157,299 | -9.36 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 38,731 | 9.62 | 1,819 | 43.15 | ||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 72,625 | 14.87 | 3,437 | 30.25 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 75,961 | -1.12 | 3,594 | 12.14 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 574,339 | -2.38 | 27,178 | 10.69 | ||||
| 2025-06-30 | NP | AIM 行业基金（INVESCO 行业基金）- Invesco Oppenheimer Value Fund C 类 | 998,809 | 0.00 | 39,833 | -13.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 1,401,280 | 0.00 | 66,309 | 13.40 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 6,232,941 | 0.86 | 294,943 | 14.37 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 98,670 | 119.43 | 5 | 300.00 | ||||
| 2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 42,503 | 20.73 | 2,011 | 36.90 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 8,396 | -3.72 | 397 | 9.37 | ||||
| 2025-07-09 | 13F | 企业银行 | 21,304 | -1.07 | 1,008 | 12.25 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 108,339 | -1.76 | 5,127 | 11.41 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 293 | -98.15 | 14 | -98.03 | ||||
| 2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 24,851 | -0.64 | 1,176 | 12.66 | ||||
| 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 | 969,914 | 2.65 | 42,802 | -1.74 | ||||
| 2025-05-13 | 13F | 布鲁克林 FI 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 10,531 | -54.60 | 420 | -60.95 | ||||
| 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 | 166,425 | 0.13 | 6,637 | -13.75 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 9,445 | -2.44 | 447 | 10.67 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 10,834 | 0.04 | 513 | 13.53 | ||||
| 2025-05-29 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 75,898 | -3.43 | 3,167 | -8.31 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 105,208 | -2.36 | 4,978 | 10.72 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 1,101,227 | -6.39 | 52,110 | 6.15 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 14,722,039 | -18.44 | 696,647 | -7.51 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 611,118 | 658.31 | 28,918 | 759.89 | ||||
| 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 | 12,276,469 | -0.14 | 541,761 | -4.41 | ||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 95,950 | -2.38 | 4,540 | 10.70 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 4,888 | 231 | ||||||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 4,396 | 208 | ||||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 17,775 | -5.00 | 841 | 7.82 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 4,576 | 217 | ||||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 40,827 | 0.09 | 1,932 | 13.45 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 83,523 | 0.00 | 3,952 | 13.40 | ||||
| 2025-05-01 | 13F | 基数战略财富指南 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 10,305 | -10.14 | 488 | 1.88 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 18,427 | -7.99 | 872 | 4.31 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 7,269,733 | -42.49 | 344,004 | -34.78 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 16,610 | -21.82 | 662 | -32.66 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 222,932 | 73.48 | 10,549 | 96.74 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 19,820 | 0.00 | 790 | 0.00 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 58,936 | 3.76 | 2,789 | 17.64 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 70,727 | 4.67 | 3,347 | 18.69 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 13,038 | 3.75 | 617 | 17.56 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 2,074,149 | -9.51 | 82,717 | -22.06 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 97,068 | 1.07 | 4,593 | 14.62 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 12,003 | 0.00 | 568 | 13.40 | ||||
| 2025-08-15 | NP | SHXIX - 美国灯塔夏皮罗股票机会基金机构类别 | 84,500 | -22.48 | 3,999 | -12.09 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 20,432 | 3.81 | 967 | 17.66 | ||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Call | 107,700 | -87.06 | 5,096 | -85.32 | |||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 28,564 | -1.30 | 1,352 | 11.93 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 317,627 | 19.95 | 15,030 | 36.02 | ||||
| 2025-08-26 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | PMC FIG 机会有限责任公司 | 54,461 | 2,577 | ||||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 32,915 | 22.12 | 1,558 | 49.14 | ||||
| 2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 13,458 | 0.00 | 637 | 13.37 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 4,863,575 | -2.11 | 230,145 | 11.00 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 10,330,125 | -22.86 | 488,822 | -12.53 | ||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Put | 248,900 | -83.61 | 11,778 | -81.42 | |||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 15,719 | 3.08 | 1 | |||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 8,081 | 21.08 | 322 | 4.21 | ||||
| 2025-08-13 | 13F | 普通养老金协会 PZU 股份公司 | 435,112 | 29.07 | 20,590 | 46.36 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 4,263 | 35.89 | 202 | 54.62 | ||||
| 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 | 117,936 | -4.60 | 5,581 | 8.18 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 4,790 | 0.29 | 227 | 13.57 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 54,143 | -0.46 | 2,562 | 12.91 | ||||
| 2025-07-25 | NP | TEMWX - 邓普顿世界基金 A 级 | 595,840 | -59.89 | 26,294 | -61.61 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 273,302 | 14.88 | 11,274 | 7.82 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 28,437 | 49.46 | 1,346 | 69.61 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 2,943,137 | 2.60 | 144,008 | 20.30 | ||||
| 2025-08-13 | 13F | 加州第一租赁公司 | 117,500 | 0.00 | 5,560 | 13.40 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 4,299 | 203 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 7,327,702 | 0.18 | 346,659 | 13.66 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 12,042 | -13.70 | 570 | -2.23 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 18,202 | 0.55 | 861 | 14.04 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 43,994 | -1.67 | 2,082 | 11.46 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 311,954 | 0.00 | 15 | 7.69 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 34,812 | -1.55 | 1,647 | 11.66 | ||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 17,810 | 18.24 | 786 | 13.11 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 3,415,908 | -7.12 | 136,226 | -20.00 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 13,858 | -4.60 | 656 | 8.09 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 137,217 | 2.71 | 6,493 | 16.47 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 1,169,857 | 52.12 | 55,358 | 72.51 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：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 | 50,000 | -86.27 | 2,366 | -77.36 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 7,349 | 0.18 | 348 | 13.40 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 11,959 | 5.07 | 566 | 19.20 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 134,689 | -19.87 | 5,944 | -23.30 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 59,805 | -2.67 | 2,830 | 10.34 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 122,432 | 9.78 | 5,793 | 24.47 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 9,872 | 4.22 | 467 | 37.35 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 34,900 | -5.23 | 1,651 | 7.49 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 3,343,175 | 1.33 | 158,199 | 14.91 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 21,440 | 0.00 | 1,015 | 13.42 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 114,556 | 13.36 | 4,780 | 7.63 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 25,397 | 36.94 | 1,202 | 55.37 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 5,591 | -63.32 | 265 | -58.49 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 17,820 | 1.54 | 843 | 15.16 | ||||
| 2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 5,012 | 237 | ||||||
| 2025-07-28 | 13F | 邓克街公司 | 35,795 | -9.15 | 1,694 | 2.98 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 243,786 | -1.48 | 11,536 | 11.72 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 290 | -44.23 | 14 | -38.10 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 20,728 | 101.73 | 981 | 128.97 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 12,396 | 124.00 | 587 | 154.78 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 162,094 | -12.74 | 7,670 | -1.05 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 18,463 | -22.82 | 874 | -12.53 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 1,111,743 | 226.48 | 52,608 | 270.21 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 130,387 | 0.00 | 6,170 | 13.38 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 35,487 | 4.26 | 1,679 | 18.24 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 36,000 | -29.41 | 1,704 | -19.97 | ||||
| 2025-08-05 | 13F | 美国资产公司 | 87,500 | 0.00 | 3,861 | 5.75 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 23,764 | -7.61 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 175,220,818 | 6.01 | 8,291,480 | 20.21 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 3,810,100 | -7.93 | 180,294 | 4.40 | |||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 5,157,400 | -8.72 | 244,048 | 3.51 | |||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 26,268 | 6.09 | 1,243 | 20.23 | ||||
| 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 | 20,862 | 0.00 | 921 | -4.27 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 3,855,500 | 14.79 | 182,442 | 30.17 | |||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 241,805 | -29.26 | 11 | -21.43 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 4,063,300 | 27.18 | 192,275 | 44.21 | |||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 855,836 | 2.12 | 40,498 | 15.80 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 6,467 | 14.56 | 306 | 30.21 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 49,360 | 1.05 | 2,336 | 14.57 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 41,942 | 7.57 | 1,590 | 21.19 | ||||
| 2025-06-23 | NP | VLUE - iShares Edge MSCI 美国价值因子 ETF | 3,427,001 | -5.41 | 136,669 | -18.53 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 17,691 | 1.98 | 837 | 15.77 | ||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 8,623 | 8.63 | 408 | 23.26 | ||||
| 2025-08-08 | 13F | 莱特科、布罗索联合公司 | 987,262 | -0.12 | 46,717 | 13.26 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 266,117 | 1.06 | 12,593 | 14.60 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 264,024 | 31.56 | 10,529 | 13.32 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 价值 II 级 | 130,100 | 0.00 | 6,156 | 13.39 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 22,664 | 1,072 | ||||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 2,799,606 | -1.21 | 111,648 | -14.91 | ||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 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 | 2,234 | -3.42 | 89 | -16.82 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 1,174,970 | 30.18 | 56 | 48.65 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 12,500 | 0.00 | 592 | 14.98 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 517,737 | 0.26 | 24,499 | 13.68 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 620,504 | 24,746 | ||||||
| 2025-08-08 | 13F | 改善财务策略 | 4,453 | 211 | ||||||
| 2025-04-18 | 13F | 创意资本管理投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 182,569 | 4.96 | 8,639 | 19.03 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 13,371 | -2.24 | 633 | 10.88 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 43,581,835 | 27.59 | 2,062,292 | 44.69 | ||||
| 2025-03-19 | NP | NWFAX - 全国基金A类 | 304,409 | -36.73 | 14,094 | -23.63 | ||||
| 2025-07-15 | 13F | 韦拉策略公司 | 5,029 | 0.42 | 238 | 13.40 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 5,220,400 | 71.38 | 247,029 | 94.34 |
