机构投资人持股和股东
Morgan Stanley (CL:MSCL) 有 3414 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 1,533,129,566 股股票。 最大股东包括 Mitsubishi Ufj Financial Group Inc, Vanguard Group Inc, State Street Corp, BlackRock, Inc., Jpmorgan Chase & Co, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Capital International Investors, Geode Capital Management, Llc, and Fisher Asset Management, LLC .
Morgan Stanley (SNSE:MSCL)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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 531 | 75 | ||||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 1,845 | 0.00 | 260 | 20.47 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 1,943 | 274 | ||||||
| 2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | FSIG - First Trust 有限期限投资级企业 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 | 3,245 | 0.06 | ||||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 2,982 | 20.97 | 420 | 46.34 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 2,719 | 0.00 | 383 | 20.50 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 175 | 0.57 | 25 | 20.00 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 4,550 | 0.00 | 641 | 20.75 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 248 | 35 | ||||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 1,871 | -5.07 | 264 | 14.85 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,707 | 240 | ||||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 6,936 | 0.00 | 888 | -3.79 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 391,800 | -4.53 | 55,189 | 15.26 | |||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 317,245 | -1.63 | 45 | 18.92 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 50,062 | -58.29 | 7,052 | -49.65 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 1,574 | 222 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 236,500 | 5.58 | 33,313 | 27.47 | |||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,391,038 | -0.64 | 178,095 | -4.43 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 3,867,159 | 0.31 | 544,651 | 21.41 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 11,313 | -0.27 | 1,594 | 20.41 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 2,210 | 0.14 | 311 | 21.01 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 3,628 | -4.93 | 464 | -8.48 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 10,529 | -1.08 | 1,483 | 19.50 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 39,407 | 0.13 | 5,551 | 20.89 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 4,411 | 32.18 | 621 | 59.64 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 4,647 | -13.09 | 655 | 4.98 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 3,777 | 4.25 | 532 | 26.07 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 7,539 | -74.01 | 1,067 | -68.58 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 14 | 2 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 790,806 | 3.63 | 111,392 | 25.12 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,898 | 267 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 911 | 28.13 | 128 | 56.10 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 6,160 | 0.00 | 868 | 20.75 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 607,866 | 21.74 | 85,624 | 46.98 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 16,661 | -1.09 | 2,347 | 19.39 | ||||
| 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 | 34 | 9.68 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 12,966 | -10.37 | 1,826 | 8.24 | ||||
| 2025-05-13 | 13F | 费尔菲尔德布什公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 445,491 | -4.91 | 62,752 | 14.81 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 5,000 | 704 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 313,576 | -5.20 | 44,170 | 14.45 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,083 | 0.00 | 153 | 20.63 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 39,590 | -4.29 | 5,577 | 15.56 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 23,567 | 3,320 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 182,000 | -42.59 | 25,637 | -30.68 | |||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 281,900 | -75.60 | 39,708 | -70.54 | |||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 109 | 0.00 | 15 | 25.00 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 15,255 | 62.17 | 1,780 | 50.51 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 85,141 | 4.01 | 11,993 | 25.58 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 17,650 | -9.44 | 2,037 | -24.50 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 23,127 | 0.01 | 3 | 50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 51,015 | 7.48 | 7,186 | 29.76 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 9,341,223 | -0.50 | 1,315,805 | 20.13 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 143 | 0.00 | 20 | 25.00 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 12,285 | -7.97 | 1,731 | 11.11 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,047,882 | -24.39 | 288,465 | -8.71 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 2,523 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 5,224 | -3.72 | 736 | 16.11 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 14,623,470 | -2.85 | 2,059,862 | 17.29 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,954 | 61.45 | 3,611 | 49.83 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 66,936 | -2.22 | 9,428 | 18.06 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 1,452 | 205 | ||||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 40,168 | 0.25 | 5 | -20.00 | ||||
| 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 | 128,500 | 5.85 | 14,831 | -11.75 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,432 | 2.36 | 624 | |||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 35,831 | -18.19 | 4,587 | 7.05 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 5,082 | 0.00 | 716 | 20.78 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 54,453 | 75.81 | 6,972 | 69.12 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 1,833 | 8.53 | 214 | 0.47 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 109 | 0.00 | 15 | 25.00 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 9,373 | 2.38 | 1,320 | 23.60 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 11,131 | 31.06 | 1,568 | 58.28 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1,774 | 439.21 | 250 | 555.26 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 47 | 0.00 | 7 | 20.00 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 17,185 | 0.33 | 2,421 | 21.12 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 616,575 | -0.26 | 86,851 | 20.41 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 25,124 | 9.32 | 3,539 | 31.97 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,507 | 212 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 2,031 | -34.48 | 286 | -20.78 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 4,013 | -11.00 | 514 | -14.50 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,878 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 212 | 6.53 | 30 | 26.09 | ||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 5,496 | 0.11 | 774 | 20.94 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 47 | 7 | ||||||
| 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 | 1,233,215 | 3.51 | 142,338 | -13.69 | ||||
| 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 | 4,002 | 16.03 | 462 | -3.35 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 29 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 154,906 | 0.11 | 22 | 16.67 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 544 | 0.00 | 78 | 18.18 | ||||
| 2025-07-30 | NP | BCGDX - 蓝色当前全球股息基金机构类别 | 21,900 | 0.00 | 2,804 | -3.84 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 39,108 | 2.92 | 5,509 | 24.25 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 6,081 | 18.42 | 1 | |||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 453,611 | -2.16 | 52,356 | -18.43 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 7,463 | 4.32 | 955 | 0.32 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 960 | -6.16 | 111 | -21.99 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 1,461 | 206 | ||||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 3,180 | -3.61 | 371 | -10.39 | ||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 2,377 | 0.00 | 335 | 20.58 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 739,439 | -39.50 | 104,157 | -26.96 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 5,221 | -2.23 | 735 | 17.98 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 625,655 | 0.91 | 80,103 | -2.94 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,242,119 | 2.60 | 159,028 | -1.31 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 71 | 5.97 | 10 | 42.86 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,597 | 225 | ||||||
| 2025-05-08 | 13F | 格拉迪斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 1,709 | -24.61 | 241 | -9.09 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 18,971 | -25.53 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 29,680 | 0.15 | 4,181 | 20.91 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 18,564 | 1,857 | 223.34 | |||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 3,198 | 450 | ||||||
| 2025-05-08 | 13F | 格拉迪斯资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-12 | 13F | 奥尼尔全球顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 5,911 | 11.21 | 833 | 34.19 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,969 | -24.75 | 841 | -9.19 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,565 | -42.84 | 0 | |||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 92 | 11 | ||||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,209 | -2.55 | 452 | 17.71 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 446 | 24.58 | 63 | 51.22 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 4,648 | -0.21 | 655 | 20.44 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 267 | 38 | ||||||
| 2025-08-29 | NP | JORNX - 骏利亨德森全球精选基金 T 类 | 401,457 | -4.74 | 56,549 | 15.01 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 4,793 | -0.13 | 675 | 20.75 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 875,292 | -8.62 | 123,294 | 10.33 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 37,613 | 21.92 | 5,298 | 36.62 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 273 | 38 | ||||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 59,295 | -0.97 | 7,592 | -4.74 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 72 | 0.00 | 10 | 25.00 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 409,071 | 92.74 | 57,648 | 132.57 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 91,110 | 28.45 | 12,834 | 55.08 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 4,500 | 11.86 | 634 | 34.97 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 8,938 | -10.49 | 1,259 | 8.16 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 53,228 | -4.00 | 7,498 | 15.91 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,448 | 3.51 | 345 | 23.30 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 698 | 453.97 | 89 | 456.25 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,710 | -1.77 | 523 | 18.64 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -622 | -88 | |||||
| 2025-04-01 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 2,783 | 1,298.49 | 385 | 2,038.89 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 102,962 | 26.25 | 14,503 | 52.42 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 494,832 | -5.78 | 69,705 | 13.76 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 174,626 | -2.67 | 24,598 | 17.51 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 9 | 0.00 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | 库克森财富有限责任公司 | 865 | -4.21 | 122 | 42.35 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 5,160 | -49.47 | 727 | -39.04 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 24,871 | -0.92 | 4 | 50.00 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 372,902 | -50.98 | 52,527 | -40.82 | ||||
| 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 | 163,487 | 15.90 | 20,931 | 11.48 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 19,712 | 15.63 | 2,777 | 39.64 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 44,949 | 46.22 | 6,331 | 63.85 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,362 | 194.81 | 174 | 185.25 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 12,943 | 888.77 | 1,823 | 1,099.34 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 2,983 | 5.41 | 429 | 35.44 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 10,780 | -1.15 | 1,519 | 19.34 | ||||
| 2025-04-09 | 13F | 普通养老金协会 PZU 股份公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 2,290 | 323 | ||||||
| 2025-05-28 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 17,219 | 20.75 | 2,009 | 12.05 | ||||
| 2025-08-12 | 13F | 联合银行 | 2,757 | -10.98 | 388 | 7.48 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 12,065 | 1,699 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,027 | 0.00 | 145 | 21.01 | ||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 聚焦投资者有限责任公司 | 1,249,900 | -2.12 | 176,061 | 18.17 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | Call | 118,000 | 16,621 | |||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 5,676 | 0.00 | 800 | 20.69 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 30,093 | 21.33 | 4,239 | 46.49 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 6,442 | -2.22 | 907 | 18.10 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 1,129 | 0.00 | 130 | -16.67 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 441,659 | -0.51 | 62,212 | 20.12 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 5,921 | -7.56 | 834 | 11.65 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 385,876 | 17.65 | 54,354 | 42.05 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,538 | -18.68 | 358 | -1.92 | ||||
| 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 | 514,896 | -0.70 | 72,528 | 19.89 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 14,621 | 7.16 | 2,060 | 29.42 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -318,342 | 483.49 | -44,842 | 604.49 | |||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 435 | -12.12 | 61 | 7.02 | ||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 3,561 | -10.12 | 502 | 8.44 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 261,865 | 0.00 | 36,886 | 20.74 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 25,087 | 68.67 | 3,535 | 103.69 | ||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 94,697 | -6.16 | 13,339 | 13.30 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 5,706 | 4.20 | 804 | 25.86 | ||||
| 2025-04-22 | 13F | GAM控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 17,578 | 0.06 | 2,476 | 20.84 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 5,944 | -4.70 | 837 | 15.13 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 1,874 | 0.00 | 264 | 20.64 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 3,376 | 476 | ||||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 9,565 | 0.00 | 1,347 | 20.81 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,386 | 2.82 | 177 | -1.12 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 5,100 | 718 | |||||
| 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 | 4,213 | 486 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 20,593 | 115.25 | 2,901 | 159.86 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 44,387 | -6.53 | 6,252 | 12.85 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 12,833 | -60.81 | 2 | -66.67 | ||||
| 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 | 272,537 | 99.86 | 31,456 | 98.44 | ||||
| 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 | 382,876 | 0.00 | 44,192 | -16.62 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,859 | 5.15 | 262 | 26.70 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 11,743 | 0.08 | 1,654 | 20.82 | ||||
| 2025-07-18 | 13F | 联合银行 | 4,500 | 0.00 | 634 | 20.57 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 116,466 | 9.06 | 16,406 | 31.68 | ||||
| 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 | 61,825 | 8.69 | 8,709 | 31.22 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 3,048,457 | 3.45 | 429,398 | 24.90 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 4,812 | -10.14 | 678 | 8.49 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 11,151 | 14.58 | 1,587 | 41.23 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 26 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 21,631 | 717.19 | 1,621 | 10.88 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 42,434 | -1.11 | 5,977 | 19.40 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 49,112 | 3.76 | 6,918 | 25.26 | ||||
| 2025-08-14 | 13F | 客观资本管理有限责任公司 | 1,600 | 225 | ||||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 6,283 | 0.90 | 870 | 20.19 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 1,435 | 202 | ||||||
| 2025-08-13 | 13F | 丰业资本公司 | 200,761 | 58.56 | 28,279 | 91.43 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 9,980 | -9.11 | 1,278 | -12.59 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 12,790 | 4,550.91 | 1,638 | 4,447.22 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 6,199 | 10.50 | 873 | 33.49 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 872 | 11.94 | 123 | 35.56 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 26,450 | 323.00 | 3,726 | 410.97 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 244 | -35.28 | 34 | -20.93 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,072 | -17.98 | 151 | -0.66 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47 | 17.50 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,200 | 0.00 | 140 | -6.67 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 2,545 | -3.16 | 358 | 16.99 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 463,321 | -0.78 | 65 | 20.37 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 8,547 | -5.26 | 1,204 | 14.35 | ||||
| 2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 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 | 331,853 | -6.61 | 46,745 | 12.75 | ||||
| 2025-05-08 | 13F | 特里维斯特顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 163,426 | -25.74 | 23 | -8.00 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 2,606 | 367 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 15,855 | -47.19 | 2,233 | -36.24 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 330 | 633.33 | 46 | 820.00 | ||||
| 2025-04-28 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 43,379 | -19.00 | 5,774 | 4.07 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 22,996 | -66.45 | 3,239 | -49.33 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 73,354 | 0.57 | 10,333 | 21.41 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 51 | 0.00 | 7 | 40.00 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 74,588 | 1.71 | 10,506 | 131,225.00 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 26,633,092 | -0.11 | 3,736,186 | 20.50 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 0 | -100.00 | 0 | ||||
| 2025-04-28 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 30,118 | -11.93 | 4,009 | 13.15 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 8,631 | 6.19 | 1,216 | 28.16 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 242,097 | 5.32 | 30,996 | 48.61 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 2,328 | 0.00 | 328 | 20.66 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 311,935 | 0.00 | 43,939 | 20.73 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 3,318 | 231.47 | 425 | 218.80 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 4,393 | -60.16 | 619 | -51.94 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 5,133 | 0.00 | 723 | 20.90 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 844,700 | 2.72 | 118,984 | 24.02 | |||
| 2025-07-15 | 13F | 财富效应有限公司 | 5,075 | -1.93 | 715 | 18.41 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 903,600 | 34.26 | 127,281 | 62.10 | |||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 786,655 | -2.96 | 110,808 | 17.16 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 52,159 | 0.62 | 6,020 | -16.10 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 3,804 | 0.00 | 536 | 20.77 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 2,699 | 3.69 | 380 | 25.41 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 11,245 | -2.45 | 1,584 | 17.78 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 288,064 | -0.26 | 40,577 | 20.42 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 217,900 | 3.86 | 30,693 | 25.40 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 1,678 | 236 | ||||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,221 | 454 | ||||||
| 2025-08-12 | 13F | 维维集团有限公司 | 2,203 | 0.00 | 310 | 21.09 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,863 | -5.98 | 403 | 13.52 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 196,636 | 7.17 | 27,698 | 29.40 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 811 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 3,540 | 12.03 | 499 | 35.33 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 16,701 | 356.69 | 2,353 | 452.11 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,802 | 1.45 | 395 | 22.36 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,292 | -14.88 | 745 | 2.76 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 3,239 | 0.00 | 456 | 20.95 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 5,469,124 | 8.52 | 770,330 | 32.54 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 1,750 | 0.00 | 247 | 20.59 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 1,660 | 2.28 | 194 | -5.39 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 49,800 | -8.29 | 7,015 | 10.72 | ||||
| 2025-07-31 | 13F | 奥尔投资有限责任公司 | 1,920 | 270 | ||||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 9,928 | -11.92 | 1,398 | 6.39 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 19,867 | -1.03 | 2,799 | 19.52 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 109,900 | -4.02 | 15,488 | 15.95 | |||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 247,209 | 49.69 | 34,788 | 79.55 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 88 | -99.54 | 12 | -99.46 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 36,000 | 9.09 | 5,071 | 31.69 | ||||
| 2025-03-28 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类 | 243,563 | -29.20 | 33,716 | -15.69 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 16,299 | 1.05 | 2,296 | 22.01 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 274,700 | 28.79 | 38,713 | 55.58 | |||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 6,638 | 4.11 | 935 | 25.71 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,136,149 | 1.35 | 160,038 | 22.37 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 2,989 | 0.88 | 422 | 22.03 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,082 | 27.95 | 716 | 54.43 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 92,161 | -0.15 | 12,982 | 20.55 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,812 | -0.48 | 1,100 | 20.22 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 8,624 | 13.15 | 1,226 | 35.17 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 232 | 0.00 | 33 | 18.52 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 22,063 | -1.82 | 3,108 | 18.54 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 725 | -14.30 | 100 | 14.94 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,895 | 0.05 | 267 | 20.36 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 62 | 0.00 | 7 | -12.50 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 95,200 | 7.21 | 13,410 | 29.43 | ||||
| 2025-04-09 | 13F | 赛普拉斯财务规划有限公司 | Put | 1,167 | 19,333.33 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 57,657 | 19.75 | 8,122 | 44.58 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 6,715 | -4.85 | 1 | |||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,638 | -23.71 | 230 | -8.00 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,355 | 11.07 | 1,599 | 34.14 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 12,595 | 4.82 | 1,774 | 26.62 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 2,592,686 | 8.03 | 365,206 | 30.43 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 8,257 | 35.74 | 1,163 | 64.03 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 2,300 | 0.44 | 324 | 21.35 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 39,270 | -30.69 | 5,532 | -16.32 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 9,557 | 0.00 | 1,346 | 20.72 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 3,240 | 0.00 | 456 | 20.63 | ||||
| 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 | 21,137 | -1.59 | 2,977 | 23.42 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 13,494 | -12.34 | 1,901 | 5.79 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 9,455 | 109.00 | 1,332 | 152.56 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 40,828 | -4.19 | 5,751 | 15.69 | ||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,059 | 133.69 | 357 | 259.60 | ||||
| 2025-08-12 | 13F | 马里波财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 317,142 | 5.02 | 44,673 | 26.80 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 信托银行 | 17,945 | 1.21 | 2,528 | 22.20 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 12,191 | -36.34 | 1,717 | -23.14 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 33,051 | 8.97 | 4,656 | 31.57 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 6,944 | 5.04 | 978 | 26.85 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 749 | 16.85 | 106 | 41.89 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 1,594 | 225 | ||||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 367,543 | 0.47 | 51,772 | 21.30 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 66,449 | -23.34 | 9,360 | -7.45 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 19,544 | 28.33 | 2,753 | 54.95 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 189,258 | -0.32 | 26,659 | 20.34 | ||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 16,450 | 0.00 | 2,106 | -3.79 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 9,994 | 0.00 | 1,408 | 20.77 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 408 | 0.00 | 57 | 21.28 | ||||
| 2025-07-24 | 13F | 康宁公司 | 267,502 | -7.89 | 37,680 | 11.20 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 102,624 | 4.02 | 14,456 | 25.59 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 16,290 | 176.57 | 2,295 | 233.92 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 18,186 | -79.52 | 2,562 | -75.28 | ||||
| 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 | 2,101 | -65.66 | 296 | -48.25 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 5,731 | 0.54 | 807 | 21.35 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 14,443 | 0.00 | 2,034 | 20.71 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,437 | 202 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 100 | -50.00 | 14 | -39.13 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 7,985 | 16.96 | 1,125 | 41.21 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 5,217 | 0.40 | 735 | 21.12 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 67,773 | 2.46 | 9,547 | 23.70 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 560 | 0.00 | 79 | 20.00 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 3,501 | -17.97 | 404 | -31.53 | ||||
| 2025-04-07 | 13F | 汤普金斯金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 3,932 | -9.04 | 554 | 9.72 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,507 | 212 | ||||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 5,650 | 18.28 | 796 | 42.73 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 275 | 39 | ||||||
| 2025-08-22 | NP | FTRB-联邦赫尔墨斯总回报债券ETF | 204 | 0.00 | ||||||
| 2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 252,088 | 1.69 | 29,411 | -5.63 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3,522 | 9.31 | 496 | 32.27 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 16,253 | 6.42 | 2,289 | 28.52 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 3,432 | -9.04 | 483 | 9.77 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 709,122 | 0.11 | 90,789 | -3.71 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 842 | 939.51 | 97 | 781.82 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,728 | -9.60 | 525 | 9.15 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 144,045 | 12.37 | 20,290 | 35.67 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 37,097 | -10.98 | 5,226 | 7.49 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,280 | 4.25 | 321 | 27.38 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 16,074 | -1.37 | 2,264 | 19.10 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 30,284 | -0.12 | 4,266 | 20.58 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 292,594 | -0.43 | 41,215 | 20.21 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 3,521 | -6.58 | 496 | 12.76 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 69,948 | 9,853 | ||||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 66,144 | -4.53 | 8,555 | 10.39 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -400 | -56 | |||||
| 2025-08-11 | 13F | Birchbrook公司 | 94 | 0.00 | 13 | 30.00 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 5,764 | -5.34 | 812 | 14.23 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 4,949 | 2.00 | 697 | 23.14 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,977 | 135.60 | 509 | 127.23 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 3,075 | 6.88 | 433 | 29.25 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Put | 26,900 | -15.67 | 3,789 | 1.83 | |||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 836 | 4.37 | 96 | -12.73 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 2,915 | -8.82 | 411 | 10.22 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 4,025 | 567 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 6,867 | 22.17 | 967 | 47.63 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 40 | 0.00 | 5 | -20.00 | ||||
| 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 | 63,566 | -0.53 | 8,954 | 20.09 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 94,140 | 20.54 | 12,053 | 15.94 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,569 | 221 | ||||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 2,253,747 | 0.09 | 317,463 | 20.85 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 369,259 | 0.00 | 52,014 | 20.73 | ||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 9,691 | 13.60 | 1,365 | 37.19 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 1,490 | 210 | ||||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 2,405 | -3.57 | 339 | 16.55 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 528,774 | -2.66 | 74,483 | 17.52 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 3,151 | 0.00 | 444 | 20.71 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 35,447 | -4.08 | 4,993 | 15.82 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 52 | 7 | ||||||
| 2025-08-26 | NP | PPI - AXS Astoria 通胀敏感 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 135 | 0.00 | 16 | -16.67 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 2,167 | 0.09 | 305 | 21.03 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 10,077 | 5.65 | 1,420 | 27.61 | ||||
| 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 | 39,071 | -34.41 | 5,504 | -20.82 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 77,000 | 6.94 | 10,846 | 29.12 | |||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 4,667,050 | -33.15 | 657,401 | -19.29 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 894 | 0.34 | 126 | 21.36 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 6,363 | -2.27 | 896 | 18.05 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Call | 394,200 | 55,527 | |||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 4,284 | 2.76 | 603 | 24.07 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 2,871 | -27.72 | 404 | -12.74 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 176,770 | 5.16 | 22,632 | 1.14 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 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 | 19,225 | 0.00 | 2,461 | -3.83 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 1,328 | -0.15 | 170 | -3.95 | ||||
| 2025-08-05 | 13F | 好事达公司 | 2,622 | -91.75 | 369 | -90.05 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 3,427 | 0.00 | 483 | 20.80 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 12,479 | 1,440 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 2,017,525 | 4.54 | 284,189 | 26.21 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 24,919 | 36.49 | 3,510 | 64.79 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 467,847 | 24.63 | 66 | 51.16 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 3,200 | 14.29 | 451 | 38.04 | |||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 1,817 | 4.67 | 256 | 26.24 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 2,129 | 21.80 | 300 | 47.29 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 4,006 | -0.15 | 564 | 20.51 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 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 | 315,944 | -5.61 | 36,466 | -21.30 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 1,255,176 | -0.21 | 176,807 | 20.97 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 34 | -39.29 | 5 | -33.33 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,064 | 12.24 | 0 | |||||
| 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 | 46,400 | -6.98 | 5,355 | -22.45 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 8,919 | 0.37 | 1,142 | -3.47 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 11,411 | -1.67 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 1,591 | 224 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 18,908 | 7.96 | 2,421 | 3.82 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 682,446 | -8.34 | 78,768 | -23.57 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 75 | 0.00 | 10 | 25.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 245,698 | -2.87 | 34,609 | 17.27 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 80,801 | 0.35 | 11,382 | 21.15 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 15,571 | 2.87 | 2,193 | 24.18 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 2,016 | -47.06 | 284 | -36.26 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 7,500 | -6.25 | 1,056 | 13.18 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 1,000 | 0.00 | 141 | 20.69 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 16,000 | 0.00 | 2,254 | 20.74 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 7,145 | -48.52 | 1,007 | -37.86 | ||||
| 2025-04-07 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥兹克银行 | 1,805 | 3.97 | 254 | 25.74 | ||||
| 2025-08-14 | 13F | 采石场LP | 341 | -35.90 | 48 | -22.58 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 40,064 | -9.66 | 5,129 | -13.10 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 1,490 | 210 | ||||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 3,000 | 0.00 | 423 | 20.57 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 181,692 | -0.37 | 26 | 19.05 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 123,922 | -30.07 | 17,456 | -15.57 | ||||
| 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 | 5,879 | -5.30 | 828 | 14.36 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 860,000 | 121,140 | ||||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,799 | -11.81 | 254 | 13.96 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 2,463 | -9.88 | 284 | -24.87 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 854 | 0.59 | 120 | 21.21 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 17,779 | 64.06 | 2,052 | 36.80 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 57,602 | 13.45 | 8,114 | 36.97 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 159,743 | -4.39 | 22,501 | 15.44 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,407 | 9.86 | 339 | 32.94 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 45,128 | 0.97 | 6,357 | 11.08 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 192,417 | -2.07 | 26,636 | 16.61 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 750,583 | -10.64 | 105,708 | 8.03 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 5,931 | 835 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 738 | -31.54 | 104 | -17.60 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 9,864 | -22.33 | 1,389 | -6.21 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,872 | 6.67 | 264 | 28.92 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 73,039 | -45.60 | 8,430 | -54.64 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 55,778 | 10.95 | 7,857 | 33.95 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 24,401 | -0.74 | 3,437 | 19.88 | ||||
| 2025-08-13 | 13F | 第1832章 | 5,336 | 1.72 | 752 | 22.71 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 180 | -93.49 | 26 | 23.81 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 35,168 | -1.26 | 4,059 | -17.67 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,815 | -2.94 | 256 | 16.97 | ||||
| 2025-08-29 | NP | CVRD - 麦迪逊备兑看涨期权 ETF | 5,000 | -41.18 | 704 | -28.96 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 3,677 | -1.37 | 517 | 20.51 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,083 | 6.71 | 243 | -0.82 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 3,202 | 0.00 | 451 | 20.91 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 34,914 | -0.20 | 4,918 | 20.49 | ||||
| 2025-08-14 | 13F | 安盛公司 | 553,866 | 110.59 | 78,018 | 154.26 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,111 | 156 | ||||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 8,457 | 4.50 | 1,191 | 26.17 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 62,601 | 6.49 | 8,015 | 2.43 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 2,295,379 | 23.64 | 323 | 49.54 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 18,267 | 171.43 | 2,573 | 227.77 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 142,641 | 0.00 | 20,092 | 20.74 | ||||
| 2025-08-28 | NP | KCSH - KraneShares 可持续超短期指数 ETF | 999 | 0.10 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 18,600 | 63.88 | 2,620 | 97.81 | |||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 403,425 | -32.43 | 56,826 | -18.42 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 610,282 | -18.00 | 85,964 | -1.00 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 68,049 | -1.35 | 9,585 | 19.11 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 6,158 | 8.70 | 867 | 31.16 | ||||
| 2025-08-29 | NP | 加贝利可转换收益证券基金公司 | 200 | 0.00 | 28 | 21.74 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 283,479 | 18.29 | 39,931 | 42.81 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 5,293 | -4.30 | 745 | |||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 2,414 | -45.24 | 340 | -33.85 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 4,598 | -83.81 | 589 | -84.44 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 500 | -50.00 | 70 | -39.66 | |||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 197,871 | 0.69 | 28 | 22.73 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,465 | 206 | ||||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 375,427 | -15.50 | 52,883 | 2.02 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,999 | 13.64 | 422 | 37.46 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 160,800 | -3.77 | 22,650 | 16.18 | |||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,568 | 0.00 | 362 | 20.74 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 515,000 | 14.96 | 72,543 | 38.79 | |||
| 2025-08-11 | 13F | 花旗集团 | 2,661,035 | -0.95 | 374,833 | 19.58 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 1,050 | -16.67 | 148 | 0.00 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 539,400 | 48.64 | 75,980 | 79.45 | |||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 1 | 0 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 133 | 12.71 | 67 | 123.33 | |||
| 2025-08-07 | 13F | 中西部信托公司 | 137,482 | 19,366 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 817,487 | 0.35 | 115,151 | 21.16 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 417 | 38.08 | 59 | 70.59 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 3,830 | -0.70 | 539 | 20.04 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 371,519 | -1.48 | 52,332 | 18.95 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 6,757 | -55.38 | 952 | -46.18 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 10,658,815 | 0.49 | 1,501,401 | 21.33 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 13,791 | -0.52 | 1,943 | 20.10 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 2,665 | -0.86 | 375 | 19.81 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 56 | 0.00 | 8 | 33.33 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 103 | 15.73 | 14 | 40.00 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 3,486 | 13.51 | 491 | 37.15 | ||||
| 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 | 2,293,282 | 0.40 | 293,609 | -3.43 | ||||
| 2025-07-24 | NP | LAPLX - Lord Abbett Core Plus 债券基金 A 类 | 3,791 | 0.11 | ||||||
| 2025-08-14 | 13F | 联信银行 | 342,918 | 7.39 | 48,303 | 29.66 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 216 | -89.49 | 25 | -91.55 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 12,871 | -80.48 | 1,813 | -76.43 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 192,417 | 22,209 | ||||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 13,157 | 4.10 | 1,853 | 25.71 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 21,161 | 3.81 | 2,981 | 25.32 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 63,236 | 14.96 | 8,096 | 10.59 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 82,756 | -0.96 | 11,657 | 19.58 | ||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 103,792 | 1.80 | 14,620 | 22.91 | ||||
| 2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 138,873 | 0.00 | 19,562 | 20.73 | ||||
| 2025-08-06 | 13F | 南州公司 | 32,942 | 10.13 | 4,640 | 32.99 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 58,250 | 7.37 | 8,205 | 29.64 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 43 | 6 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 28,321 | 20.12 | 3,989 | 45.05 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 3,043 | 0.00 | 429 | 20.56 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,226 | -71.58 | 314 | |||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 63,373 | 202.22 | 8,927 | 264.92 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 2,373 | -1.12 | 334 | 19.29 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 40,514 | 10.95 | 5,187 | 6.73 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 797,191 | 5.60 | 112 | 28.74 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 2,548 | -4.46 | 359 | 15.11 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 12 | 2 | ||||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 180,026 | 1.60 | 25,358 | 22.65 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 29,484 | -1.34 | 4,153 | 19.13 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 26,900 | -96.18 | 3,789 | -95.39 | |||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 10,419 | 42.36 | 1,468 | 71.98 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 937,800 | -14.30 | 132 | 3.94 | |||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 6,873 | 1.90 | 968 | 23.00 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 265 | 0.00 | 37 | 23.33 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 6,616 | 0.00 | 932 | 20.75 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,130 | -73.80 | 300 | -68.35 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 1,043 | 120 | ||||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 1,855 | 3.81 | 261 | 25.48 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 7,200 | 0.00 | 1,014 | 20.71 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,042,300 | 20.96 | 147 | 46.00 | |||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | Call | 1,000 | 0.00 | 141 | 23.89 | |||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 2,772 | 128.90 | 390 | 176.60 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 146,103 | 1.04 | 20,580 | 21.98 | ||||
| 2025-03-31 | NP | FMAG - 富达麦哲伦 ETF | 18,940 | 2,622 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 16,155 | 23.23 | 2,276 | 48.79 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 2,277 | -2.69 | 292 | -6.43 | ||||
| 2025-04-11 | 13F | 保障金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 52,820 | 5.86 | 7,440 | 27.81 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 5,391 | 91.31 | 690 | 84.00 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 30,000 | 0.00 | 4 | 33.33 | ||||
| 2025-05-14 | 13F | PKS 咨询服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 积极财富管理 | 492 | -38.88 | 69 | -25.81 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 44,360 | 33.32 | 6,249 | 60.99 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,517 | -3.64 | 2,890 | 16.34 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 5,360 | 81.82 | 755 | 119.83 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 1,594 | 0.00 | 225 | 21.08 | ||||
| 2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 132,438 | -1.29 | 18,655 | 19.18 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 18 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 4,786 | -13.55 | 674 | 4.50 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 10,102 | -7.23 | 1,166 | -22.69 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 17,405 | 5.98 | 2,452 | 27.92 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 470 | 1,019.05 | 66 | 1,550.00 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 98,932 | 4.20 | 12,666 | 0.23 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 6,239 | -5.58 | 879 | 14.03 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 8,435 | 29.79 | 1,188 | 56.73 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 87,342 | -2.13 | 12,303 | 18.16 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德增强型短期债券 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 | 999 | |||||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 118,116 | 9.23 | 16,663 | 33.14 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 4,615 | 14.94 | 591 | 10.49 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 9,001 | -0.25 | 1,268 | 20.44 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 11,668 | 0.00 | 1,494 | -3.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 22,981 | -7.34 | 3,237 | 11.89 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 8,834,557 | -1.40 | 1,244,436 | 19.05 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 210,453 | 39.18 | 29,644 | 68.04 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1,499 | -1.90 | 211 | 18.54 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 148,324 | 0.06 | 20,893 | 20.80 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 254,800 | 55.38 | 35,891 | 87.61 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 3,237 | -2.47 | 456 | 17.57 | ||||
| 2025-08-26 | NP | EWMCX - Evercore 股票基金 | 137,195 | 6.19 | 19,325 | 28.21 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 34,756 | 5.09 | 4,896 | 26.88 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 2,638 | 0.80 | 372 | 21.64 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 31,040 | -9.39 | 4,372 | 9.41 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 7,477 | 0.31 | 1,053 | 21.17 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 16,731 | -1.24 | 2,142 | -5.01 | ||||
| 2025-04-24 | NP | UTMAX - 目标管理配置基金 | 11,593 | -42.41 | 1,543 | -21.64 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 2,698 | -0.48 | 380 | 20.25 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 377 | 0.00 | 53 | 23.26 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 162,873 | -1.67 | 22,942 | 18.72 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 15,500 | 4.03 | 2,183 | 25.60 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 2,089 | 0.00 | 294 | 20.99 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 145,518 | -16.90 | 20,498 | 0.33 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 27,332 | -44.47 | 3,850 | -32.97 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 13,626 | 6.12 | 1,919 | 28.10 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 817,264 | -6.27 | 115,120 | 13.16 | ||||
| 2025-05-14 | 13F | ADAPT 投资管理公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-05-14 | 13F | ADAPT 投资管理公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,087 | 20.11 | 0 | |||||
| 2025-07-30 | 13F | 达戴维森公司 | 74,555 | -1.74 | 10,502 | 18.63 | ||||
| 2025-07-29 | NP | NWQAX - Nuveen NWQ 灵活收益基金 A 类 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 | 9,900 | 19.28 | 1,267 | 14.76 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 3,211 | -4.60 | 452 | 15.31 | ||||
| 2025-03-31 | NP | ACSTX - Invesco Comstock 基金 A 类 | 334,120 | -58.27 | 46,252 | -50.31 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 6,278 | -6.83 | 884 | 12.47 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 2,206 | -34.25 | 311 | -20.72 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 903 | -71.50 | 104 | -62.32 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 483 | -9.55 | 68 | 9.68 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 442,369 | -3.16 | 62,312 | 16.92 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 1,995 | 281 | ||||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 1,500 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 3,021 | -15.52 | 425 | 1.92 | ||||
| 2025-08-13 | 13F | Allium 财务顾问有限公司 | 1,666 | -3.03 | 235 | 17.00 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 1,404,213 | -0.85 | 197,797 | 19.70 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 21,812 | -0.23 | 3,072 | 20.47 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 1,316 | 0.00 | 124 | 0.82 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 3,123 | 15.84 | 440 | 39.81 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 27,363 | -0.25 | 3,854 | 20.44 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 57,089 | 96.89 | 8,042 | 137.69 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,033 | -64.03 | 2,081 | -70.01 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 2,570 | 362 | ||||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,631 | 0.00 | 5,267 | -16.62 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 297,433 | -6.60 | 34,330 | -22.13 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,601 | 4.23 | 226 | 25.70 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 762,845 | 8.16 | 107,454 | 30.58 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 6,125 | 0.00 | 863 | 20.73 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 6,363 | -2.27 | 896 | 18.05 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 39,935 | -5.88 | 5,625 | 13.64 | ||||
| 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 | 6,313 | -2.52 | 729 | -18.75 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 1,843,572 | 0.00 | 259,686 | 20.73 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 14,958 | 0.00 | 1,726 | -16.62 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 3,316 | -41.02 | 467 | -28.70 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 53,112 | -1.23 | 7,481 | 19.26 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 192 | -81.07 | 27 | -77.12 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 970 | -4.62 | 137 | 15.25 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 307,868 | 5.47 | 43,366 | 27.34 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 5,570 | 60.15 | 785 | 93.58 | ||||
| 2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 7,500 | -11.76 | 866 | -26.45 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,820,679 | 0.32 | 210,143 | -16.36 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 239 | -22.15 | 34 | -5.71 | ||||
| 2025-07-17 | 13F | Exane资产管理公司 | 3,291 | 544 | ||||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 12,240 | 1.12 | 1,724 | 22.10 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 145 | 83.54 | 20 | 122.22 | ||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 17,444 | -1.50 | 2,457 | 18.93 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 23,141 | 905.69 | 2,963 | 867.97 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - DFA 短期扩展质量投资组合机构类别股票 | 5,093 | 0.06 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 26,584 | 14.70 | 3,745 | 38.51 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 120,422 | 1.77 | 16,963 | 22.87 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 100 | 0.00 | 14 | 27.27 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 31,838 | 8.06 | 4,671 | 35.87 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 3,785 | -2.10 | 1 | |||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 18,249 | 9.33 | 2,571 | 29.67 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 497,229 | -5.59 | 70,040 | 13.99 | ||||
| 2025-06-26 | NP | HFCVX - 轩尼诗基石价值基金投资者类别 | 39,700 | 0.00 | 4,582 | -16.62 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 212,113 | -18.53 | 29,878 | -1.64 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 11,660 | -1.09 | 1,642 | 19.42 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 1,813 | 3.30 | 255 | 25.00 | ||||
| 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 | 72,356 | 7.01 | 9,264 | 2.93 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 191,333 | 23.81 | 27 | 44.44 | ||||
| 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 | 17,527 | -2.18 | 2,469 | 18.09 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 1,426 | 201 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 24,867 | 3,503 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -164 | -23 | |||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 79,588 | 0.00 | 11,211 | 20.73 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 5,967 | -2.24 | 840 | 17.98 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 78 | -58.95 | 11 | -54.55 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 64 | 9 | ||||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,965 | -7.22 | 272 | 10.57 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 1,991 | -17.52 | 281 | -0.36 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 6,154 | 867 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,917 | -6.41 | 1,679 | 13.00 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 78,436 | -83.10 | 11,048 | -74.72 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 653 | -98.58 | 92 | 19.74 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | 拉弗投资公司 | 2,807 | 395 | ||||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 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 | 27,000 | 11.57 | 3,457 | 7.30 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 5,062 | -15.79 | 713 | 1.71 | ||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 1,601 | 226 | ||||||
| 2025-07-21 | 13F | J2资本管理公司 | 2,028 | -50.79 | 286 | -40.62 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 5,493,015 | -16.50 | 773,746 | 0.81 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 439,265 | 1.92 | 61,875 | 23.05 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 5,140 | -7.07 | 724 | 12.09 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 3,498 | 0.60 | 493 | 21.48 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 15,530 | 8.05 | 2,188 | 30.49 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 632 | 0.00 | 89 | 21.92 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,908 | 112.57 | 410 | 157.23 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 457 | 391.40 | 64 | 540.00 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 139 | 20 | ||||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,300 | 0.00 | 9,057 | 20.74 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 22,345 | -33.13 | 2,579 | -44.24 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 195,849 | -15.35 | 27,587 | 2.20 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 7,460 | -1.62 | 1,051 | 18.78 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 35,459 | -3.92 | 4,995 | 16.00 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 477,856 | 9.68 | 67 | 34.00 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | Put | 150,000 | 41.51 | 21,129 | 70.85 | |||
| 2025-08-08 | 13F | 资本投资顾问公司 | 18,851 | -1.34 | 2,655 | 19.11 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 2,419 | 341 | ||||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 55,780 | -25.71 | 6,438 | -38.05 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 341,029 | 0.44 | 48 | 23.08 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,992 | -46.06 | 421 | -34.93 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 810,432 | 114,157 | ||||||
| 2025-07-24 | 13F | 李氏金融公司 | 11,517 | 11.71 | 1,622 | 34.94 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 73,632 | -41.93 | 10,372 | -29.90 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 792 | 0.00 | 112 | 20.65 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 3,657 | -52.91 | 515 | -43.16 | ||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 19,166 | -8.17 | 2,212 | -23.43 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,801 | -1.80 | 254 | 18.22 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 80,000 | 11,269 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 305 | 2.69 | 43 | 23.53 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 94,219 | 0.13 | 13,272 | 20.89 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 58,010 | 0.00 | 8 | 33.33 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,262 | 21.35 | 162 | 16.67 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 24,889 | -1.78 | 3,506 | 18.57 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 7 | 0 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,732 | -7.82 | 200 | -23.46 | ||||
| 2025-08-14 | 13F | 芝加哥财富管理公司 | 6,243 | 0.00 | 879 | 20.74 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,703 | 240 | ||||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,358 | 9.45 | 5,039 | 5.29 |
