机构投资人持股和股东
3M Company (CL:MMM) 有 3066 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 472,699,896 股股票。 最大股东包括 Vanguard Group Inc, Jpmorgan Chase & Co, 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, Capital World Investors, Fmr Llc, and SEEGX - JPMorgan Large Cap Growth Fund Class I .
3M Company (SNSE:MMM)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
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 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 10,270 | -1.84 | 1,564 | 1.76 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,677 | 0.00 | 255 | 3.66 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 73 | 0.00 | 11 | 10.00 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 138,000 | 21,009 | ||||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 2,443 | -16.85 | 372 | 206.61 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 3,794 | -24.36 | 1 | |||||
| 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 6,640 | 0.00 | 1,011 | 3.59 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 5,564 | -15.38 | 1 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 2,649 | -87.13 | 403 | -86.66 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,619 | 46.28 | 551 | 51.52 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 6,355 | 0.20 | 943 | -4.17 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 2,279 | 17.72 | 347 | 21.83 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 4,941 | 4.64 | 752 | 8.51 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 24,887 | -8.35 | 3,789 | -5.02 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 101,755 | -10.02 | 15,491 | -6.72 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 768 | 0.00 | 117 | 3.57 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 2,143 | 0.00 | 326 | 3.82 | ||||
| 2025-08-12 | 13F | 联合银行 | 8,558 | -1.55 | 1,303 | 2.04 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 3,300 | -80.36 | 502 | -79.65 | |||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 67,586 | 2.01 | 10,289 | 5.76 | ||||
| 2025-05-29 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 3,960 | -10.61 | 582 | 1.75 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,500 | 5.41 | 228 | 9.62 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 4,656 | 6.89 | 1 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 25,540 | 17.76 | 3,888 | 22.07 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 10,550 | 17.98 | 1,617 | 24.38 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 38,789 | 9.68 | 5,754 | 4.90 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 7,409 | 2.92 | 1,128 | 6.72 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,713 | 0.00 | 238 | -8.85 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 32,468 | -2.00 | 4,943 | 1.58 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 9,000 | -8.16 | 1,370 | -4.20 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 89,837 | 4.65 | 13,677 | 8.48 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 1,335 | 203 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 1,064 | 148 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 339 | 0.30 | 52 | 4.08 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 328 | 0.00 | 50 | 2.08 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 2,037 | 309 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 28,458 | 21.17 | 4,333 | 24.09 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 2,725 | 400 | ||||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 3,584 | -2.82 | 546 | 0.74 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 37,472 | -0.02 | 5,705 | 3.63 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 2,451 | 0.00 | 373 | 3.90 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 12,769 | 30.80 | 1,944 | 35.59 | ||||
| 2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 217,266 | -23.46 | 33,077 | -20.66 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 113,515 | 0.00 | 17,282 | 3.67 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 26,632 | 0.16 | 4,055 | 3.84 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 1,608 | 0.00 | 245 | 3.39 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Call | 50,000 | -16.67 | 6,835 | 11.48 | |||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,706 | 260 | ||||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 5,889 | -14.13 | 897 | -11.02 | ||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 27,573 | -23.54 | 3,830 | -30.21 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 89,360 | -0.91 | 13,604 | 2.73 | ||||
| 2025-05-09 | 13F | CenterBook 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 45 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 3,370 | 0.00 | 513 | 3.85 | ||||
| 2025-08-19 | 13F | Marex 集团 | 1,367 | 208 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 128,708 | -21.13 | 19,595 | -18.25 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 17,163 | -9.64 | 2,613 | -6.35 | ||||
| 2025-05-30 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 309 | -85.12 | 45 | -83.21 | ||||
| 2025-03-31 | NP | FYEE - 富达收益增强型股票 ETF | 120 | 18.81 | 18 | 50.00 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 5,635 | 4.53 | 858 | 8.34 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 41,259 | 3.64 | 6,281 | 7.44 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 21,469 | -92.76 | 3,268 | -92.49 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 57,955 | 32.36 | 8,051 | 20.80 | ||||
| 2025-05-15 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 138,070 | 42.44 | 21,020 | 47.66 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 1,893 | -22.00 | 278 | -11.50 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 1,314 | -13.89 | 200 | -10.71 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 170,596 | 25,972 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 221,343 | -35.91 | 33,697 | -33.57 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 201 | -11.45 | 31 | -9.09 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 14,470 | -21.21 | 2,203 | -18.35 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,094 | 9.29 | 167 | 12.93 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,399 | -13.98 | 365 | -4.95 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 30,507 | 5.53 | 4,644 | 13.46 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 79,680 | 0.14 | 12,131 | 3.81 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 21,407 | 14.17 | 3,194 | 16.02 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,319 | 19.91 | 201 | 24.22 | ||||
| 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 | 923 | -7.52 | 141 | -4.11 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 71,282 | -3.90 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 英国保诚集团 | 12,150 | 22.90 | 1,850 | 27.43 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 34,064 | -1.12 | 5,186 | 2.49 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 83 | 12 | ||||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 1,679 | 0.00 | 256 | 3.66 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 18,585 | 6.44 | 2,829 | 10.34 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 48 | 7 | ||||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 2,128 | 27.88 | 324 | 32.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,527 | 0.00 | 232 | 3.57 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 50,000 | 281.68 | 7,612 | 295.84 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 15,136 | 342.44 | 2,304 | 358.96 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 5,706 | 846 | ||||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 120 | -90.91 | 18 | -90.67 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 3,479 | -1.00 | 530 | 2.52 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 3,392 | 0.00 | 503 | -4.37 | ||||
| 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 | 1,201,245 | 0.35 | 166,865 | -8.41 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,154 | 0.00 | 33 | 3.13 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 41,855 | -2.16 | 6,372 | 1.43 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 5,564 | 10.93 | 1 | |||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 3,846 | 0.00 | 586 | 3.72 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 2,686 | -33.05 | 373 | -38.85 | ||||
| 2025-05-02 | 13F | 认可投资者服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 5,102 | 0.00 | 777 | 3.60 | ||||
| 2025-04-29 | NP | PMIYX - 普特南收入策略投资组合 - | 402 | -76.79 | 62 | -73.16 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 27,427 | -4.53 | 4,175 | -1.02 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,998 | 1,197.84 | 416 | 1,088.57 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 4,747 | -9.25 | 1 | |||||
| 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 | 103,298 | 14,349 | ||||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,461 | 15.86 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | Call | 200 | -33.33 | 30 | -31.82 | |||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 22,515 | 2.91 | 3,428 | 6.66 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 47,350 | -0.63 | 7,209 | 3.02 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 20,020 | -9.56 | 3,048 | -6.25 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 22,898 | -2.13 | 3,486 | 1.43 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 4,078 | 0.00 | 621 | 3.68 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 4,100 | 0.89 | 624 | 4.70 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 4,577 | 0.84 | 697 | 4.50 | ||||
| 2025-07-14 | 13F | 恩子财富 | 1,584 | -0.13 | 247 | 11.82 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 288 | 0.00 | 44 | 2.38 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 37,051 | 1.39 | 5,147 | -7.46 | ||||
| 2025-07-25 | 13F | G2 资本管理有限公司 / 哦 | 4,605 | 0.00 | 701 | 3.70 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 21,160 | -18.26 | 3,221 | -15.26 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 21,077 | 15.90 | 3,127 | 10.81 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 3,610 | 0.00 | 550 | 3.58 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 5,518 | -4.47 | 840 | -0.94 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 438,369 | 66,737 | ||||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 3,718 | 1.12 | 566 | 5.01 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 110,782 | 1.77 | 16,865 | 5.49 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 34,510 | -10.00 | 5,254 | -6.71 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,105 | 100.97 | 473 | 108.85 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 34,641 | -2.59 | 5,274 | 0.98 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 152 | -61.42 | 21 | -64.41 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 17 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 3,760 | -2.59 | 572 | 1.06 | ||||
| 2025-05-27 | NP | FELC - 富达增强型大盘核心 ETF | 6 | -99.98 | 1 | -100.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 206 | -32.68 | 31 | -29.55 | ||||
| 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 | 1,775 | -14.46 | 270 | -11.18 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 266,699 | 13.39 | 40,602 | 17.54 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 7,378 | -1.99 | 1,123 | 1.63 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 177,338 | 0.02 | 24,634 | -8.71 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 60,366 | -1.91 | 9,190 | 1.68 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 142,687 | -0.25 | 21,723 | 3.40 | ||||
| 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 | 17,435 | 20.84 | 2,654 | 25.31 | ||||
| 2025-05-14 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 6,711 | -10.84 | 1,022 | -7.60 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 4,500 | -4.64 | 685 | -1.15 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 51,386 | 6.29 | 7,823 | 10.18 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 3,915 | 0.00 | 596 | 3.83 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Put | 15,000 | 2,284 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 21,600 | -0.25 | 3,288 | 3.40 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 6,155,406 | -9.46 | 937,099 | -6.14 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 5,393 | -1.75 | 821 | 1.86 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 6,877 | 128.85 | 1,047 | 137.19 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,811 | 10.60 | 885 | 14.66 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 139 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 10,356 | 0.00 | 1,577 | 3.68 | ||||
| 2025-06-26 | NP | HFLGX - 轩尼诗基石大型成长基金投资者类别 | 19,200 | -2.04 | 2,667 | -10.59 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 250 | 0.00 | 38 | 5.56 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 48 | 7 | ||||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 1,347 | 207 | ||||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 2,297 | 0.04 | 350 | 3.56 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,800 | -445.21 | 24,837 | -415.07 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 1,741 | -96.44 | 265 | -96.31 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 51,488 | 8.99 | 7,638 | 4.24 | ||||
| 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 | 398,062 | -12.88 | 60,601 | -9.68 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 3,051 | -1.90 | 464 | 1.75 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 448 | 204.76 | 66 | 200.00 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 3,618 | -6.90 | 551 | -3.51 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 45,079 | 658.91 | 6,840 | 695.35 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,672 | 255 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 11,906 | 13.50 | 1,813 | 17.66 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 1,673 | -12.55 | 0 | |||||
| 2025-07-18 | 13F | 联合银行 | 4,316 | 0.00 | 657 | 3.79 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 2,669 | -0.45 | 406 | 3.31 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 110 | 0.00 | 17 | 0.00 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 70,492 | -11.41 | 9,792 | -19.14 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 2,071 | -7.09 | 0 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 6,155 | -77.91 | 937 | -77.10 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 3,400 | 0.00 | 518 | 3.61 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 8,521 | 26.76 | 1,297 | 31.41 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 29,218 | 10.07 | 4,448 | 14.11 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 12 | 0.00 | 2 | 0.00 | ||||
| 2025-05-14 | 13F | 汇丰控股有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 3,852 | 2.64 | 586 | 6.35 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 13,541 | -2.17 | 2,061 | 1.43 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,443 | 2.20 | 220 | 5.80 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 3,629 | -2.21 | 552 | 1.47 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 2,897 | -97.24 | 441 | -97.13 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 8,135 | -1.15 | 1,238 | 2.48 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,286 | 10.61 | 652 | 14.59 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 43,701 | 4.32 | 6,653 | 8.14 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 5,854 | 0.00 | 891 | 3.73 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 8,202 | 1,249 | ||||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 155,857 | 12.87 | 23,728 | 17.01 | ||||
| 2025-07-09 | 13F | 遗产财富建筑师有限公司 | 1,919 | 0.00 | 292 | 3.91 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 5,816 | 95.50 | 885 | 102.98 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 569,789 | 15.69 | 86,745 | 19.92 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 86,589 | -4.13 | 13,182 | -0.61 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 36,867 | -11.41 | 5,121 | -19.14 | ||||
| 2025-05-09 | 13F | Keb资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 6,668 | -5.01 | 1,015 | -1.46 | ||||
| 2025-07-24 | 13F | 康宁公司 | 3,339 | -38.30 | 508 | -36.02 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 25 | 4 | ||||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,943 | -15.93 | 548 | -23.28 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 1,465 | -1.94 | 223 | 1.83 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 9,247 | -4.48 | 1,819 | -14.44 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 123,400 | 3.97 | 18,786 | 7.77 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,284,781 | 6.82 | 195,488 | 10.92 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 29,072 | -8.83 | 4 | -99.91 | ||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 2,988 | 4.62 | 439 | 19.02 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 10,661 | -29.84 | 1,481 | -35.99 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 60 | -68.75 | 9 | -67.86 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 16,107 | 114.65 | 2,452 | 122.50 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 24,000 | 26.32 | 3,654 | 30.93 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 18,300 | 51.24 | 2,786 | 56.72 | |||
| 2025-05-14 | 13F | Lionshead 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 1,673 | -8.68 | 255 | -5.58 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 2,900 | 60.22 | 441 | 66.42 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 28,124 | -0.15 | 4,282 | 3.51 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 2,743 | -7.71 | 418 | -4.36 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 20,508 | -3.35 | 3,122 | 0.19 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 326,463 | 11.36 | 49,701 | 15.44 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 8,559 | 1,303 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 9,000 | 1,370 | ||||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 40,595 | -18.92 | 5,639 | -26.00 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 1,775 | 0.06 | 270 | 3.85 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 14,626 | 3.46 | 2,170 | -1.05 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 5,772 | 52.30 | 879 | 57.91 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,539 | 52.69 | 1,860 | 46.11 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 31,008 | 5.46 | 4,600 | 0.88 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 941 | 0.00 | 143 | 3.62 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 1,394 | -6.76 | 212 | -3.20 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 163 | -12.37 | 25 | -11.11 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 121,416 | 18,484 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 110,700 | -38.67 | 16,853 | -36.43 | |||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 2,664 | 0.00 | 406 | 3.58 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 8,045 | 35.80 | 1,225 | 40.85 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 1,623 | -29.80 | 247 | |||||
| 2025-08-11 | 13F | Birchbrook公司 | 1,294 | -0.84 | 197 | 2.62 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 3,395 | 0.00 | 517 | 3.61 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 370,329 | 21.30 | 56,379 | 25.74 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,351 | 0.00 | 345 | 13.86 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,274 | 4.27 | 486 | -0.41 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 42,954 | -11.18 | 6,539 | -7.91 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 8,745 | -2.95 | 1,331 | 0.60 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 186,438 | -24.62 | 28,290 | -22.12 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 40,186 | -3.63 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,351 | -89.68 | 206 | -89.33 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 2,278 | 12.61 | 347 | 16.50 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,071 | -75.65 | 157 | -72.31 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,481 | 225 | ||||||
| 2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76,238 | -14.73 | 10,590 | -22.17 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 16,876 | -10.85 | 2,569 | -7.56 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 10,126 | -18.16 | 1,542 | -15.19 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 5,285 | -3.80 | 1 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 28,752 | -2.46 | 4,377 | 1.11 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337 | 402.99 | 47 | 360.00 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 1,887 | -7.27 | 287 | -4.33 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 190,058 | 17.57 | 28,934 | 21.87 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 630,363 | 1.89 | 95,966 | 5.62 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 4,238 | 0.00 | 645 | 3.70 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 623 | 95 | ||||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 1,713 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | 自由广场财富合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VCULX - 成长基金 | 1,488 | 221 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 19 | 0.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 31 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 117,510 | 0.32 | 18 | 0.00 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 11,418 | 35.73 | 1,586 | 23.91 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 16,647 | -31.24 | 2,534 | -28.72 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 5,328 | -2.42 | 811 | 1.25 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 29,059 | -0.65 | 4,424 | 2.98 | ||||
| 2025-04-10 | 13F | 吉尔曼希尔资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | PXTIX - PIMCO RAE PLUS 基金机构 | 2,210 | -85.76 | 325 | -83.82 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 2,645 | -0.26 | 403 | |||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 5,957 | -85.38 | 884 | -86.03 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 32,000 | 13.07 | 4,872 | 17.20 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 1,425 | -12.63 | 217 | -9.62 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 4,363 | 44.23 | 664 | 49.55 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,203 | 2.88 | 1,973 | -6.14 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 53,379 | 4.08 | 8,126 | 7.90 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 832,495 | 39.12 | 127,322 | 44.88 | ||||
| 2025-08-13 | 13F | 可可企业有限责任公司 | 3,014 | -65.20 | 459 | -58.40 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 2,460 | 0.00 | 375 | 3.60 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 2,717,440 | -20.12 | 413,703 | -17.20 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 11,623 | 63.96 | 1,615 | 49.72 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 163,226 | -41.29 | 24,850 | -39.14 | |||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 13,497 | 26.23 | 2,055 | 30.83 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 2,863 | 0.32 | 436 | 3.82 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 16,920 | 0.43 | 2,576 | 4.08 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 2,186 | 0.00 | 333 | 3.43 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 13,920 | -6.91 | 2,119 | -3.51 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 21,917 | -4.17 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 10,301 | 1.83 | 1,568 | 5.59 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,743 | 4.26 | 722 | 8.08 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,876 | 3.59 | 286 | 7.55 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 5,098 | -0.18 | 776 | 3.47 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 5,284 | -45.19 | 804 | -43.18 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 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 | 6,744 | 25.12 | 937 | 14.15 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 73,500 | -9.82 | 10,210 | -17.70 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 19,600 | 0.00 | 2,984 | 3.65 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 1,508 | -31.39 | 230 | -28.88 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 14,209 | -8.22 | 2,163 | -4.84 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 530 | -10.32 | 81 | 40.35 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 153,734 | 0.00 | 21,355 | -8.73 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 15,110 | 213.49 | 2,300 | 225.32 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 18,568 | 14.29 | 2,827 | 18.49 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 20,529 | 0.00 | 3,125 | 2.63 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 3,530 | 9.29 | 537 | 76.64 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 37,914 | -3.49 | 5,772 | 0.05 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 421 | -6.24 | 58 | -14.71 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 58,596 | 8,140 | ||||||
| 2025-07-17 | 13F | 预备退休研究所有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 151,449 | -36.58 | 23 | -34.29 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,428 | 1.46 | 826 | 5.22 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 8,545 | 0.00 | 1,301 | 3.67 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 4 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 11,295,886 | -7.31 | 1,719,686 | -3.91 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,527,204 | -0.71 | 993,702 | 2.93 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 1,542 | -26.26 | 229 | -29.63 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,992,781 | 15.69 | 303,381 | 19.93 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 827 | 0.49 | 127 | 11.50 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 19,845 | -51.09 | 3,021 | -49.30 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 71 | 0.00 | 11 | 0.00 | ||||
| 2025-04-28 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 27,559 | 4,275 | ||||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 19,824 | 17.71 | 3,018 | 22.04 | ||||
| 2025-04-28 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 39,695 | 6,157 | ||||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 1,341 | 204 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 54,785 | 2.99 | 8,340 | 6.76 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 20,181 | 1.52 | 3,072 | 5.24 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,267,635 | -23.11 | 192,985 | -20.29 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 8,056 | -1.10 | 1,226 | 2.51 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 27 | -10.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 1,672 | -23.13 | 255 | -20.38 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 56,968 | -7.07 | 8,671 | -3.69 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 4,823 | 0.00 | 734 | 3.67 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,749 | 1.16 | 266 | 5.14 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 6,618 | -95.70 | 1,008 | -95.55 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,080 | -9.92 | 150 | -17.58 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,937 | 295 | ||||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 675 | -29.32 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 9,570 | -84.16 | 1,405 | -81.99 | ||||
| 2025-07-18 | 13F | 基准财富管理有限责任公司 | 1,750 | 0.00 | 266 | 3.50 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 3,041 | -10.32 | 463 | 0.22 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 2,452 | 0.00 | 373 | 3.61 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 460,200 | 839.18 | 70,061 | 873.60 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 1,788 | 4.01 | 272 | 7.94 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 80,632 | -0.38 | 12,275 | 3.26 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 3,246 | 4.27 | 494 | 8.10 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 180,282 | 14.70 | 27,439 | 35.88 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 7,485 | 0.00 | 1,140 | 3.64 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 158,527 | 7.60 | 24,134 | 11.54 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 11,540 | 18.04 | 1,757 | 22.37 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 22,781 | 0.13 | 3,467 | 3.74 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 458 | 70 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,867 | -32.21 | 284 | -29.70 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 670 | 5.68 | 102 | 9.68 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 3,030 | 5.10 | 461 | 8.98 | ||||
| 2025-03-28 | NP | WLDR - Affinity World Leaders 股票 ETF | 2,366 | -7.22 | 360 | 10.09 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 23,248 | 13.49 | 3,539 | 17.65 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 37,740 | 0.00 | 5,599 | -4.37 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 43,788 | 6,083 | ||||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 7,309 | -1.20 | 1,113 | 2.39 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 944,816 | 1.27 | 140,163 | -3.15 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 123,735 | -4.06 | 17,188 | -12.44 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 51,140 | -19.53 | 8 | -22.22 | ||||
| 2025-05-09 | 13F | Pinney & Scofield 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 253 | -33.94 | 39 | -32.14 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 45,428 | 21.45 | 6,739 | 16.15 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 1,768 | -71.49 | 271 | -70.49 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 35,620 | -0.78 | 5,423 | 2.85 | ||||
| 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 | 863 | -8.87 | 131 | 8.26 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 5,701 | 0.00 | 792 | -8.77 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 3,278 | 10.18 | 499 | 14.45 | ||||
| 2025-05-15 | 13F | 马斯特斯资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 11,978 | -3.80 | 1,824 | -0.27 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 48,943 | -0.73 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,682 | -18.94 | 256 | -15.79 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 1,529 | -14.87 | 233 | -11.79 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 222,945 | -16.76 | 33,942 | -13.71 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 7,900 | -19.35 | 1,203 | -16.41 | ||||
| 2025-05-20 | 13F | 富通资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 1,625 | 247 | ||||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 77 | -1.28 | 12 | 0.00 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 5,176 | -0.48 | 788 | 3.15 | ||||
| 2025-08-13 | 13F | 挪威银行 | 8,300,346 | 1,263,645 | ||||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 810 | -2.29 | 123 | 1.65 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,294 | 7.88 | 1,230 | 3.19 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 101 | 0.00 | 15 | 7.14 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 137,041 | 7.64 | 20,863 | 13.10 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 13,650 | 8.10 | 2,078 | 12.08 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 9,528 | -2.05 | 1,450 | 1.54 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | 朗费罗投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 960,500 | -27.55 | 146,227 | -24.90 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 650,700 | -52.71 | 99,063 | -50.97 | |||
| 2025-08-13 | 13F | 景顺有限公司 | 4,681,150 | 4.05 | 712,658 | 7.86 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 1,899 | 289 | ||||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 2,082 | 0.34 | 317 | 4.28 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,270,547 | 125.88 | 345,668 | 134.15 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 6,371,255 | -3.53 | 969,960 | 0.01 | ||||
| 2025-05-06 | 13F | 统一顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | AF 顾问公司 | 1,500 | 0.00 | 228 | 3.64 | ||||
| 2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 690 | -62.52 | 96 | -66.07 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 3,256 | 0.06 | 496 | 3.77 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 7,007 | 0.00 | 1,067 | 3.70 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 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 | 11,895 | 5.73 | 1,652 | -3.50 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 7,461 | -10.68 | 1,136 | -7.42 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 1,500 | 0.00 | 228 | 3.64 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 65 | 10 | ||||||
| 2025-08-05 | 13F | 托丽有限公司 | 2,000 | 0.00 | 304 | 3.75 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum 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 | 373,281 | 55,376 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 11,927 | 24.11 | 1,816 | 28.63 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 299 | -20.90 | 44 | -10.42 | ||||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 1,586 | 241 | ||||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 1,925 | 0.00 | 293 | 3.90 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 193,268 | 260.49 | 29,423 | 273.72 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 215 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,513 | 230 | ||||||
| 2025-07-23 | 13F | 钛信托公司 | 5,045 | 0.00 | 768 | 3.78 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,580 | 0.00 | 241 | 3.45 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 10,362 | -15.63 | 1,439 | -23.01 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 26,636 | -2.54 | 4,055 | 1.05 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 211,000 | 0.00 | 32,123 | 3.66 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 6,158 | -0.24 | 937 | 3.42 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 15,092 | -25.63 | 2,298 | -22.92 | ||||
| 2025-07-28 | 13F | 刚玉信托公司 | 40,427 | -0.00 | 6,155 | 3.66 | ||||
| 2025-03-31 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,987 | 5.24 | 5,934 | 24.67 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 404 | 0.00 | 62 | 3.39 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 2,622 | 0.00 | 399 | 3.64 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 15,000 | 0.00 | 2,284 | 3.68 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 2,003 | 0.00 | 305 | 11.76 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 32,420 | -8.85 | 4,503 | -16.81 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 108,381 | 53.69 | 16,500 | 59.32 | ||||
| 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 | 43,644 | -4.16 | 6,475 | -8.34 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 7,723 | 1.37 | 1,176 | 5.10 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 27,923 | 10.57 | 4,251 | 14.62 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 417 | -16.93 | 64 | -13.51 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 9,394 | 1.56 | 1,430 | 5.30 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 4,212 | -0.35 | 641 | 3.39 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 46,889 | -6.02 | 7,138 | -2.57 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 252,353 | -1.96 | 38,418 | 1.63 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 1,735 | 0.00 | 264 | 3.94 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 2,248 | -16.15 | 342 | -12.98 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,327 | -6.88 | 197 | -11.31 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 14,828 | -0.67 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 119,383 | 3.84 | 18,175 | 7.64 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 6,879 | -27.38 | 1,047 | -24.73 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 7,371 | -10.01 | 1,122 | -6.66 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 2,505 | -9.17 | 381 | -5.93 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 5,531 | 0.88 | 842 | 4.60 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 244,800 | 6.99 | 28 | 22.73 | |||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 3,435,881 | -3.56 | 523,070 | 1.37 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 5,524 | -89.41 | 1 | -100.00 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 180,282 | 25,043 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 26,607 | 7.23 | 4,051 | 11.17 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 56 | -23.29 | 8 | -36.36 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 4,044 | -29.21 | 616 | -26.70 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 97,460 | -1.95 | 14,836 | 1.62 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values 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 | 12,469 | 1.71 | 1,732 | -7.13 | ||||
| 2025-04-21 | 13F | 奥戴尔集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 2,020 | -1.32 | 308 | 2.33 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 5,000 | -0.64 | 742 | -5.00 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 229,647 | 11.98 | 34,913 | 15.92 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 43 | 0.00 | 6 | -16.67 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 220 | 0.00 | 33 | 3.13 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 16,179 | -53.65 | 2,463 | -51.95 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,562 | 52.77 | 390 | 58.54 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 1,406 | 0.00 | 214 | 3.88 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 283 | 146.09 | 43 | 168.75 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 9,748 | -0.38 | 1,484 | 3.27 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 9,202 | 0.39 | 1,401 | 4.01 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 3,929 | 38.59 | 598 | 43.75 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 11,259 | -0.35 | 1,714 | 3.32 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 1,708 | -5.53 | 260 | -1.89 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 3,615 | 0.00 | 1 | |||||
| 2025-07-23 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 1,368 | 208 | ||||||
| 2025-07-11 | 13F | 平博银行公司 | 3,444 | 0.00 | 524 | 3.76 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,263 | -0.47 | 192 | 3.23 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 159,683 | -2.84 | 24,310 | 0.72 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 5,117 | -1.90 | 779 | 1.83 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 14,082 | 14.35 | 2,089 | 9.37 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,781,080 | -26.80 | 271,045 | -22.37 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 504 | 7.69 | 70 | -1.41 | ||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 3,600 | -0.08 | 548 | 3.59 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 2,021 | -20.50 | 308 | -17.69 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 17,437 | 5.70 | 2,587 | 1.09 | ||||
| 2025-05-15 | 13F | 兰哈姆·奥戴尔公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 10,186 | 0.14 | 1,551 | 3.82 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 1,977 | 0.15 | 301 | 3.81 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 2,321 | 5.98 | 341 | 20.57 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 3,100 | 0.00 | 431 | -8.70 | ||||
| 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 | 306,200 | 347.01 | 45,425 | 327.52 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 2,296 | 0.00 | 341 | -4.49 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 8,089 | 128.63 | 1,232 | 137.19 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 5,550 | -0.54 | 1 | |||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 238 | -9.51 | 36 | -5.26 | ||||
| 2025-05-15 | 13F | 白骑士战略财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 533,048 | 1.34 | 81,151 | 5.05 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,264 | -28.47 | 345 | -25.86 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 20,979 | -4.51 | 3,194 | -1.05 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 16,802 | 11.57 | 2,493 | 6.72 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 1,327 | -9.17 | 202 | -5.61 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 28 | 0.00 | 4 | -25.00 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 3,954 | 617 | ||||||
| 2025-07-25 | 13F | 普里贝财富控股有限责任公司 | 1,715 | -21.94 | 261 | -18.94 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 520 | 31.31 | 77 | 26.23 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 709 | -48.62 | 98 | -24.62 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 5,248 | -1.74 | 799 | 1.79 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 1,328 | 202 | ||||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 11,760 | 1.76 | 1,745 | -2.68 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 17,265 | 11.99 | 2,628 | 16.08 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | Put | 153 | -23.88 | 20 | -56.82 | |||
| 2025-08-12 | 13F | 博克夫，那 | 37,542 | -0.46 | 5,715 | 3.18 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 527,763 | -3.29 | 80,347 | 0.25 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 2,246,996 | -1.78 | 342,083 | 1.81 | ||||
| 2025-08-29 | NP | JAJGX - 全球信托资产净值 | 19,084 | -17.77 | 2,905 | -14.76 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 1,640 | 0.00 | 250 | 3.75 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 68,232 | -1.52 | 10,122 | -5.82 | ||||
| 2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 1,472 | 0.07 | 224 | 3.70 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 4,787 | 0.00 | 703 | 0.00 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 1,221 | 0.00 | 186 | 2.78 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 2,100 | 320 | ||||||
| 2025-07-31 | 13F | TSA 财富管理有限责任公司 | 1,886 | 3.57 | 287 | 7.49 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 4,129 | 0.19 | 629 | 3.80 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 41,307 | 51.45 | 6,289 | 57.00 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,108,951 | -2.97 | 168,827 | 0.58 | ||||
| 2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 3,706 | -16.46 | 564 | -13.36 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 444,183 | 7.37 | 67,622 | 11.30 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 10,287 | -36.73 | 1,566 | -34.39 | ||||
| 2025-03-28 | NP | PEY - 景顺高收益股票股息实现者 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 | 113,127 | -5.63 | 17,218 | 11.80 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 52,734 | 0.00 | 8,028 | 3.67 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 3,630 | -4.55 | 553 | -1.08 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 125 | 17 | ||||||
| 2025-08-28 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 4,905 | 747 | ||||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 200,761 | -10.59 | 27,888 | -18.40 | ||||
| 2025-05-08 | 13F | 塞泽特资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 2,665 | 3.78 | 406 | 7.43 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 2,215 | 0.00 | 337 | 3.69 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 8,683 | 3.09 | 1,322 | 6.79 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 1,833 | -55.79 | 279 | -54.35 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 4,620 | -32.01 | 642 | -38.01 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 104,630 | 0.00 | 15,929 | 3.66 | ||||
| 2025-05-01 | 13F | 沿海投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 18,318 | 2.18 | 2,789 | 5.93 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 70,355 | -2.94 | 10,711 | 0.61 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 12,174 | 0.80 | 1,853 | 4.51 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,332 | 203 | ||||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 2,697 | -0.11 | 411 | 3.54 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 20,944 | -23.46 | 3,188 | -20.66 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 2,930 | 99.73 | 446 | 107.44 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 101,461 | -8.72 | 15,447 | -5.38 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 9,146 | -0.54 | 1,392 | 3.11 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 100 | 455.56 | 15 | 650.00 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 141,084 | -2.99 | 21,479 | 0.57 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 23,599 | 38.01 | 3,593 | 43.05 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 5,583 | 850 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 22,850 | -13.00 | 3,479 | -9.83 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,400 | -47.69 | 2,834 | -52.27 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 2,628 | 0.00 | 400 | 3.90 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 10,126 | -18.16 | 1,542 | -15.19 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆道琼斯指数基金 (I) | 177,322 | -2.32 | 26,996 | 1.26 | ||||
| 2025-04-24 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 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 | 17,673 | -4.62 | 2,741 | 10.79 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 1,504 | -15.84 | 229 | -12.98 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 1,580 | 1.67 | 240 | 5.26 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 1,854 | -39.13 | 282 | -36.91 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 62,257 | -1.41 | 9,478 | 2.21 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 4,632 | 0.00 | 680 | 13.90 | ||||
| 2025-08-07 | NP | CLFFX - Clifford Capital Partners 基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 19,896 | -40.42 | 2,764 | -45.63 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 1,911 | -45.31 | 291 | -43.47 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 600 | -86.96 | 91 | -86.52 | |||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 1,361 | -29.23 | 207 | -26.60 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 11,918 | -5.58 | 1,814 | -2.10 | ||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 1,553 | -9.92 | 236 | -6.72 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 19,650 | -15.71 | 2,991 | -12.62 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 99,300 | 67.17 | 14,731 | 59.88 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 100 | 0.00 | 15 | 7.14 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 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 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 1,800 | 0.00 | 274 | 3.79 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 72,098 | -46.16 | 10,976 | -44.19 | ||||
| 2025-04-21 | 13F | Heartwood 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 维斯特科公司 | 11,322 | 6.27 | 2 | 0.00 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 15,848 | 1,832.68 | 2,201 | 1,675.00 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 6,828 | 5.86 | 1,040 | 9.71 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 2,377 | -15.35 | 361 | -11.08 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 125,839 | 24.05 | 19 | 35.71 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 160 | 0.00 | 24 | 4.35 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 1,910 | -2.95 | 291 | 0.35 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 500 | 0.00 | 76 | 4.11 | ||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | 7,000 | 0.00 | 1,066 | 3.60 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 150,492 | 30.90 | 22,911 | 35.69 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 8,358 | -3.74 | 1,272 | -0.24 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 5,748 | 0.00 | 875 | 3.67 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 94,176 | 0.00 | 14,325 | 3.55 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 10,408 | 10.58 | 1,585 | 14.62 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,386 | 5.44 | 331 | -3.78 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 4,965 | -0.26 | 756 | 3.28 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 84,651 | 2.30 | 12,887 | 6.06 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 4,455 | 1.83 | 678 | 5.61 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 1,778 | 0.00 | 271 | 3.45 | ||||
| 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 | 2,530 | 18.61 | 385 | 23.00 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,424 | 35.36 | 217 | 40.26 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 130 | 20 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 4,187 | -13.88 | 637 | -10.78 | ||||
| 2025-08-29 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 11,656 | -12.23 | 1,775 | -9.03 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 2,918 | -4.67 | 444 | -1.11 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 330 | 0.00 | 50 | 4.17 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 196 | 0.00 | 0 | |||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 1,186,644 | 8.57 | 180,655 | 12.54 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 4,968 | -1.51 | 756 | 2.16 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 20 | -86.75 | 3 | -86.36 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 2,078 | 35.11 | 289 | 23.08 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 8,301 | -0.59 | 1 | 0.00 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 162,735 | 0.12 | 22,606 | -8.62 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 1,071 | -10.82 | 163 | -7.39 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 34,940 | 2.85 | 5,322 | 6.65 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 276,821 | -1.07 | 42,143 | 2.55 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 3,516 | 1.85 | 535 | 5.73 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 450 | 0.00 | 69 | 3.03 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 43,381 | 27.29 | 6,604 | 31.97 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 6,552 | -4.55 | 997 | -1.09 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 1,396 | -87.01 | 213 | -86.57 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 21,744 | -0.81 | 3,310 | 2.83 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 12,295 | 4.12 | 1,872 | 7.90 | ||||
| 2025-04-29 | 13F | 塞拉投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 17,169 | -0.57 | 2,614 | 3.08 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 7,781 | 30.55 | 1,197 | 36.69 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 32,449 | 0.00 | 4,940 | 3.67 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 3,995 | 31.37 | 608 | 36.32 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 362 | 55 | ||||||
| 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 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 2,030 | -36.78 | 309 | -34.39 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 8,656 | 10.41 | 1,318 | 14.42 | ||||
| 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 | 27,150 | 58.01 | 3,771 | 44.21 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 36,309 | -1.98 | 5,528 | 1.60 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 677,197 | -1.86 | 103 | 1.98 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 775 | 0.00 | 118 | 4.42 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 2,920 | 0.27 | 445 | 3.98 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 6,752 | -69.17 | 938 | -66.69 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 9,806 | -1.68 | 1,362 | -10.28 | ||||
| 2025-03-17 | NP | NMVLX - Nuance 中盘价值基金机构类别 | 23,616 | -92.58 | 3,594 | -91.21 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 18,226 | -0.19 | 2,775 | 3.47 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 4,554 | -9.12 | 693 | -5.71 | ||||
| 2025-08-13 | 13F | 格罗夫街信托有限责任公司 | 2,070 | 0.00 | 315 | 3.62 | ||||
| 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 | 3,036 | -10.55 | 422 | -18.41 | ||||
| 2025-08-27 | NP | Nuveen Dow 30sm 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 | 81,760 | -4.93 | 12,447 | -1.44 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 1,864 | -1.79 | 284 | 1.80 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 3,150 | 480 | ||||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 341 | 0.00 | 52 | 2.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 9,885 | -8.83 | 1,505 | -5.53 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 1,398 | 0.00 | 213 | 3.41 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 150 | 0.00 | 23 | 0.00 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 5,180 | -0.21 | 789 | 3.41 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 166,361 | -7.02 | 25,327 | -3.62 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | Spdr 道琼斯工业平均指数 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,523,496 | 5.89 | 767,269 | -3.36 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 1,893 | 53.40 | 288 | 81.13 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 1,769 | 0 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,809 | 7.61 | 275 | 11.79 | ||||
| 2025-08-07 | 13F | HC 顾问有限责任公司 | 1,479 | 0.14 | 225 | 3.69 | ||||
| 2025-08-14 | 13F | 电子资本合作伙伴有限责任公司 | 875,888 | -10.15 | 133,345 | -6.86 | ||||
| 2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金：A 类 | 1,778 | 6.09 | 264 | 1.54 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 27,874 | -3.21 | 4,243 | 0.33 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 11,900 | -0.67 | 1,812 | 6.34 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 18,202 | -1.33 | 2,725 | 0.37 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 4,476 | -0.33 | 1 | |||||
| 2025-08-26 | NP | IGMAX - VY(R) Invesco Oppenheimer 全球投资组合 ADV 级 | 128,744 | 0.96 | 19,600 | 4.66 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 661 | 101 | ||||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 750 | 0.00 | 114 | 3.64 | ||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 1,335 | 203 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 74,485 | 1.13 | 10,347 | -7.71 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 5,998 | 0.00 | 913 | 3.75 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 436 | -4.18 | 66 | 0.00 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 50 | 4.17 | 8 | 16.67 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,095,077 | -22.74 | 166,715 | -19.91 | ||||
| 2025-04-29 | 13F | 萨顿广场投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | XLI - 工业精选行业 SPDR 基金 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 | 2,615,967 | -3.05 | 398,255 | 0.51 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 130,500 | -22.28 | 19,839 | -18.42 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 6,354 | -5.16 | 966 | -0.52 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 376,600 | -6.41 | 57,251 | -1.77 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,086 | -3.23 | 12,474 | -7.45 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 23,891 | 3,319 | ||||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 3,323 | 2.03 | 506 | 5.65 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 4,571 | -0.20 | 696 | 3.42 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 6,150 | 2.86 | 936 | 6.61 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 23,741 | 87.22 | 3,614 | 120.77 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 610 | 0.00 | 90 | -4.26 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,099,741 | 5,364.28 | 167,419 | 5,565.58 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 1,403 | 214 | ||||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 113,582 | -2.34 | 17,292 | 1.24 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 8,512 | 0.28 | 1 | 0.00 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 53 | 15.22 | 8 | 33.33 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 238,194 | 8.98 | 35,336 | 4.23 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,410 | 215 | ||||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 15,888 | 2,207 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 2,102 | 0.05 | 320 | 3.57 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,634 | 6.52 | 249 | 10.22 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 73 | -45.93 | 11 | -42.11 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 9,541 | -3.88 | 1,453 | -0.34 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 80,759 | 19.15 | 12,295 | 23.51 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 4,430 | 1.19 | 674 | 4.98 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 19,796 | 0.00 | 3,014 | 3.65 | ||||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 2,071 | -0.58 | 315 | 3.28 | ||||
| 2025-07-17 | 13F | 利维蒂金融集团有限责任公司 | 18,773 | -4.99 | 2,858 | -1.48 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 22,815 | 0.37 | 3,169 | -8.38 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 25,498 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 1,787 | 0.51 | 272 | 4.21 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 25,802 | 3.18 | 3,928 | 6.97 | ||||
| 2025-05-15 | 13F | Shellback 资本有限合伙人 | 0 | -100.00 | 0 |
