机构投资人持股和股东
NVIDIA Corporation (CL:NVDACL) 有 7453 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 18,607,923,084 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Fmr Llc, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Cantor Fitzgerald, L. P., Jpmorgan Chase & Co, and Price T Rowe Associates Inc /md/ .
NVIDIA Corporation (SNSE:NVDACL)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。
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解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 52,124 | 13.88 | 7,044 | 23.19 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 选择财富顾问有限责任公司 | 21,082 | 0.00 | 3,331 | 45.80 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 80,492 | -0.13 | 12,717 | 45.59 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 6,055 | 1,044 | ||||||
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 3,078 | 1.68 | 486 | 48.17 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 732,838 | -16.58 | 115,781 | 21.60 | ||||
| 2025-08-13 | 13F | 米罗娃 | 264,875 | 11.72 | 41,848 | 62.86 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 3,415 | -56.61 | 540 | -36.74 | ||||
| 2025-07-23 | 13F | 加格农顾问有限责任公司 | 16,555 | 0.00 | 2,616 | 45.76 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 4,499 | 12.81 | 711 | 64.35 | ||||
| 2025-07-18 | 13F | 顶峰投资管理有限公司 | 2,550 | -57.50 | 403 | -38.15 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 11,801 | -15.92 | 1,865 | 22.55 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 95,541 | -0.48 | 15,094 | 45.08 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 1,480 | 3.50 | 234 | 51.30 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 603,100 | 9.53 | 95,284 | 59.66 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | Call | 400 | -75.00 | 25 | -86.13 | |||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 11,990 | 2.45 | 2 | 0.00 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 101,640 | 18.59 | 16,058 | 72.89 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 6,995 | -12.91 | 1,105 | 27.01 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 36,247 | 12.46 | 5,727 | 63.96 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 472,509 | -4.47 | 74,652 | 39.26 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 65,175 | 40.97 | 8,807 | 52.50 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 23,882 | -3.59 | 3,773 | 40.57 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 1,735 | 59.91 | 274 | 134.19 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 76,464 | 1.77 | 12,081 | 48.37 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 18,578 | 2,495 | ||||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 19,550 | 1.75 | 3,089 | 48.32 | ||||
| 2025-05-05 | 13F | 圣约资产管理有限责任公司 | Put | 2,168 | -10.75 | |||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 2,195 | 3.20 | 347 | 50.43 | ||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 501,935 | 2.81 | 79,301 | 49.87 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 7,065 | 0.00 | 1,116 | 45.88 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 467,804 | -2.01 | 73,908 | 42.84 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 32,000 | 0.00 | 3,485 | -9.29 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 150 | 0.00 | 24 | 43.75 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 10,253 | -4.26 | 1,620 | 39.66 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 5,415 | 0.19 | 856 | 46.15 | ||||
| 2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 790,000 | 106,753 | ||||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 92,742 | -0.93 | 14,652 | 44.43 | ||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 36,968 | 3.55 | 5,841 | 50.94 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,659,989 | -12.50 | 262,280 | 27.55 | ||||
| 2025-07-09 | 13F | 太平洋资本财富顾问公司 | 6,251 | -3.80 | 989 | 40.48 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 470 | 113.64 | 74 | 221.74 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 89,135 | 14,082 | ||||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | 两条路共享信托 - 安菲尔德美国股票板块轮动 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | Voya 全球优势及优质机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 6,901 | 10.35 | 1,090 | 61.00 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 72,989 | -2.50 | 13 | 62.50 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 12,792 | 1.39 | 2,021 | 47.77 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 1,368 | 35.71 | 216 | 98.17 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 1,328,000 | 0.00 | 209,811 | 45.77 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 88,057 | -7.25 | 13,912 | 35.20 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 3,527 | 49.70 | 557 | 118.43 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 2,880 | 0.00 | 455 | 45.83 | ||||
| 2025-08-06 | 13F | 哥伦比亚河金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 4,609 | 0.00 | 728 | 45.89 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,940 | 0.53 | 780 | |||||
| 2025-08-27 | NP | WGMI - Valkyrie 比特币矿工 ETF | 47,675 | -7.92 | 7,532 | 34.24 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 209,775 | -11.42 | 33,142 | 29.12 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 6,056 | 24.48 | 957 | 81.40 | ||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 112,213 | 1.68 | 17,729 | 48.23 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 3,495 | 24.11 | 629 | 105.56 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 280,390 | -3.01 | 44,299 | 41.39 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 32,417 | -7.03 | 5,122 | 35.55 | ||||
| 2025-08-08 | 13F | 史蒂芬森公司 | 1,320 | 209 | ||||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 36,881 | -1.99 | 5,827 | 42.86 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,659 | -51.86 | 420 | -29.77 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 53,196 | 16.42 | 8,404 | 69.71 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 11,357 | 0.63 | 1,794 | 46.69 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 2,665 | 0.00 | 421 | 46.18 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 309,784 | 0.00 | 48,943 | 45.77 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 81,849 | 8.50 | 12,931 | 58.16 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 1,143 | 56.79 | 181 | 116.87 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 64,728,856 | 10.66 | 10,226,512 | 61.31 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 48,339 | -5.00 | 7,637 | 38.50 | ||||
| 2025-07-11 | 13F | 沃特弗格森金融公司 | 50,933 | 1.45 | 8,047 | 47.88 | ||||
| 2025-07-11 | 13F | 沃特弗格森金融公司 | Call | 1,264 | 45.67 | |||||
| 2025-08-11 | 13F | 塔桥顾问 | 47,235 | 25.62 | 7,463 | 83.12 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 21,221 | 5.54 | 3,353 | 53.83 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 455 | 46.77 | 72 | 115.15 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 21,450 | -2.04 | 3,389 | 42.82 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 14,622 | -9.99 | 2,310 | 31.25 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 188,477 | 42.83 | 29,777 | 108.22 | ||||
| 2025-08-08 | 13F | 米特尔曼财富管理 | 3,624 | 9.55 | 573 | 59.78 | ||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 2,060 | 0.00 | 325 | 45.74 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 77,236 | -4.45 | 12,203 | 39.29 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 130 | 0.00 | 18 | 6.25 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 71,575 | -2.14 | 11,308 | 42.67 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 271,215 | 0.14 | 43 | 44.83 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 80,118 | -0.46 | 12,658 | 45.12 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 47,619 | -22.06 | 6,435 | -15.70 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 289 | 31 | ||||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 51,885 | 7.64 | 5,623 | -13.13 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 26,878 | 15.64 | 4,246 | 68.63 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 9,604 | -1.18 | 1,472 | 39.79 | ||||
| 2025-08-14 | 13F | 光街资本管理有限公司 | 352,582 | 9.59 | 55,704 | 59.76 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 22,761 | -16.54 | 4,159 | 30.71 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 407,204 | -18.13 | 64,334 | 19.34 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 299,374 | 2.99 | 47,298 | 50.14 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 18,480 | -8.92 | 2,920 | 32.80 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 6,478,353 | 68.06 | 1,023,515 | 144.98 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 24,064 | 10.01 | 3,252 | 19.00 | ||||
| 2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 2,238 | 0.00 | 354 | 45.87 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 260,683 | 1.86 | 28,394 | -7.60 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 91,401 | 0.99 | 14,440 | 47.21 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 6,037 | 8.99 | 954 | 74.22 | ||||
| 2025-08-25 | NP | ARVR - First Trust Indxx Metaverse ETF | 470 | -43.85 | 74 | -17.78 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 640 | 0.00 | 69 | -18.82 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 64,358 | -46.90 | 10,168 | -22.60 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 3,932 | 51.52 | 621 | 121.00 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 5,557 | 13.59 | 751 | 22.75 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 12,782 | 4.03 | 2 | 100.00 | ||||
| 2025-07-02 | 13F | 波士顿标准财富管理有限公司 | 81,420 | 2,473.32 | 12,863 | 3,189.77 | ||||
| 2025-07-30 | 13F | 桑德资本顾问公司 | 1,355 | -93.76 | 0 | -100.00 | ||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 4,819 | 0.23 | 761 | 46.07 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 427,888 | -30.02 | 67,602 | 2.01 | ||||
| 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 | 771,934 | -34.54 | 121,958 | -4.57 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 1,193,318 | 8.65 | 188,532 | 58.38 | ||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 29,631 | 0.53 | 4,681 | 46.56 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 9,570 | 3.31 | 1,512 | 50.65 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 303,488 | -0.30 | 33,056 | -9.56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Loomis Sayles 全球配置投资组合 A 类 | 102,183 | 1.26 | 16,144 | 47.61 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 25,437 | -1.32 | 4,019 | 43.86 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 21,610 | -3.41 | 3,414 | 40.84 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 44,237 | -1.97 | 7 | 50.00 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 78,160 | -17.76 | 12,349 | 19.88 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 26,078 | 0.00 | 3,524 | 8.17 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 24,307 | -0.38 | 3,840 | 45.23 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 34,700 | 5,482 | |||||
| 2025-07-29 | NP | MEFOX - 米汉焦点基金 | 54,600 | 0.00 | 7,378 | 8.18 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 32,300 | -36.42 | 5,103 | -7.30 | |||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 2,148 | -67.45 | 339 | -53.31 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,034,414 | 6.17 | 321,417 | 54.76 | ||||
| 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 | 653,559 | -10.00 | 71,186 | -18.36 | ||||
| 2025-07-23 | 13F | 增益计划有限责任公司 | 5,754 | -15.63 | 909 | 23.00 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 2,000 | 0.00 | 316 | 45.83 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 28,583 | 1.65 | 4,516 | 48.18 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 244,683 | -4.16 | 38,657 | 39.71 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 12,438 | 1.25 | 1,965 | 47.63 | ||||
| 2025-07-23 | 13F | 莱迪思资本管理有限公司 | 261,500 | -11.82 | 41,314 | 28.54 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 31,794 | -3.56 | 5,023 | 40.58 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 768 | -0.65 | 121 | 45.78 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 5,285 | 835 | ||||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 762 | 0.93 | 120 | 48.15 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 10,852 | -14.64 | 1,715 | 24.47 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 11,486 | -2.96 | 1,815 | 41.50 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 45,369 | 10.74 | 7,168 | 61.42 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 382,635 | 42.80 | 60,453 | 108.17 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 11,235 | 0.00 | 1,775 | 45.85 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 8,689 | 3.07 | 1,373 | 50.27 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 42,909 | 9.62 | 4,674 | -0.57 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 7,087 | -18.48 | 1 | |||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,053,555 | -15.75 | 166 | 22.06 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 6,826 | -2.01 | 1,078 | 42.97 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 19,292 | 315.69 | 3,048 | 506.97 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 2,103 | 332 | ||||||
| 2025-08-14 | 13F | 埃利奥特投资管理有限公司 | Put | 2,580,000 | 407,614 | |||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 66,959 | 1.32 | 10,579 | 47.70 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 93,208 | 2.74 | 14,749 | 42.20 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 40,577 | -7.55 | 4,639 | -21.29 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 1,660 | 2.66 | 262 | 49.71 | ||||
| 2025-07-18 | 13F | BCO 财富管理有限责任公司 | 2,867 | 453 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 1,962 | 0.00 | 214 | -9.36 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 20,756 | -12.47 | 3,279 | 27.59 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 124,100 | 58.69 | 19,606 | 131.34 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 5,409,643 | -8.84 | 854,669 | 32.89 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 21,653 | 196.29 | 2,926 | 220.72 | ||||
| 2025-05-12 | 13F | 绿地资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,942 | -15.95 | 429 | -23.80 | ||||
| 2025-07-14 | 13F | 恩子财富 | 18,692 | -10.20 | 3,083 | 39.14 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 890,781 | -2.20 | 140,734 | 42.56 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 19,911 | 7.43 | 3,146 | 56.62 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 21,550 | -8.67 | 3,405 | 33.12 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 178,423 | -34.08 | 24,110 | -34.08 | ||||
| 2025-07-09 | 13F | 创业板资产管理有限公司 | 6,186 | -14.50 | 979 | 22.86 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 156,625 | -13.88 | 24,745 | 25.55 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 142,409 | -0.57 | 22 | 46.67 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 13,464 | -2.88 | 2,127 | 41.61 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 130 | 0.00 | 18 | 6.25 | ||||
| 2025-08-14 | 13F | MSA 顾问有限责任公司 | 2,200 | 0.00 | 348 | 45.80 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 23,098 | 41.88 | 3,649 | 102.50 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 374,892 | 0.23 | 59,229 | 46.11 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 136,199 | 0.89 | 21,518 | 47.07 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 68,392 | -97.72 | 10,805 | -96.68 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 97,304 | -4.55 | 15,373 | 39.15 | ||||
| 2025-07-25 | 13F | G2 资本管理有限公司 / 哦 | 32,197 | 0.26 | 5,087 | 46.15 | ||||
| 2025-07-18 | 13F | SMI 咨询服务有限责任公司 | 4,400 | 0.00 | 754 | 75.76 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 509,789 | 150.08 | 80,542 | 264.55 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 28,032 | 5.93 | 4,429 | 54.45 | ||||
| 2025-05-06 | 13F | 热那亚资本资产管理有限公司 | 1,186 | 516 | ||||||
| 2025-08-14 | 13F | 恩典与慈悲基金会有限公司 | 10,000 | 1,580 | ||||||
| 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 | 172 | -7.53 | 23 | 0.00 | ||||
| 2025-05-06 | 13F | 热那亚资本资产管理有限公司 | Call | 894 | 5.80 | 4,322 | -34.58 | |||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 129,415 | -2.35 | 14,026 | -21.20 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 3,343,228 | 528,197 | ||||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 1,070 | 0.00 | 169 | 46.96 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 343,210 | -9.13 | 37,382 | -17.57 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 438,430 | 10.01 | 69,268 | 60.36 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 1,506,021 | 230.59 | 238 | 383.67 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 1,841,832 | -4.08 | 290,991 | 39.83 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 9,908,124 | 3.76 | 1,565,385 | 51.25 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 32,126 | 0.18 | 5,076 | 45.21 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 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 | 34,876 | -1.59 | 4,713 | 6.46 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 24,574,800 | -8.78 | 3,876,675 | 31.21 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 15,757,400 | -6.28 | 2,485,730 | 34.81 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 768,650 | 24.95 | 121,255 | 79.73 | ||||
| 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 | 1,775,586 | -16.35 | 193,397 | -24.11 | ||||
| 2025-08-14 | 13F | Nwi 管理有限公司 | 292,000 | 1,725.00 | 46 | 4,500.00 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 6,703 | 3.89 | 1,059 | 51.50 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 10,751 | 13.19 | 1,699 | 65.01 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 614,544 | 41.87 | 97,092 | 106.81 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 10,620 | 7.50 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Nwi 管理有限公司 | Call | 2,180,000 | 344 | |||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 2,913 | -1.52 | 460 | 43.75 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 155,869 | -4.34 | 24,626 | 39.45 | ||||
| 2025-07-28 | 13F | 指南针咨询集团有限责任公司 | 3,671 | -0.89 | 580 | 44.39 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 5,480 | -0.36 | 866 | 45.13 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 734,123 | -0.44 | 115,971 | 45.11 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 1,584 | 250 | ||||||
| 2025-08-05 | 13F | 明智金钱有限责任公司 | 4,221 | 1.66 | 667 | 48.33 | ||||
| 2025-08-12 | 13F | 联合银行 | 986,635 | 0.87 | 155,878 | 47.05 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 26,305 | -28.31 | 4,156 | 4.50 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 143,500 | 0.00 | 22,672 | 45.78 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 946,823 | -8.67 | 149,589 | 33.14 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 483,279 | 76,353 | ||||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 43,443 | 2.92 | 6,864 | 50.04 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 912,000 | 0.00 | 123,239 | 8.17 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 11,095 | 115.81 | 1,753 | 214.54 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin 控股公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 8,736 | 23.34 | 1,380 | 79.92 | ||||
| 2025-08-26 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 101,588 | 0.12 | 16,050 | 45.94 | ||||
| 2025-07-09 | 13F | 遗产财富建筑师有限公司 | 1,340 | 212 | ||||||
| 2025-05-15 | 13F | 昌盛金融集团有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 8,047 | -0.11 | 1,271 | 45.59 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 2,125,767 | -0.45 | 231,539 | -9.69 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 122,560 | 1,382.52 | 16,562 | 1,504.75 | ||||
| 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 | 1,215,295 | 12.00 | 132,370 | 1.60 | ||||
| 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 | 1,376,003 | -0.07 | 217,395 | 45.68 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 422,015 | -13.73 | 67 | 24.53 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 147,944 | 0.41 | 23,374 | 46.38 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 37,970 | 117.07 | 5,999 | 46.25 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 2,011,875 | 93.70 | 317,856 | 182.37 | ||||
| 2025-08-15 | 13F | Palidye 控股（开曼群岛）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 241,600 | -5.40 | 38,170 | 37.90 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 830,236 | 4.00 | 131,171 | 51.60 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 17,304 | 8.42 | 2,734 | 58.07 | ||||
| 2025-08-29 | NP | JORNX - 骏利亨德森全球精选基金 T 类 | 872,651 | -2.29 | 137,870 | 42.44 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,443 | 19.61 | 3,072 | 74.39 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 1,666 | 263 | ||||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 2,926 | 2.38 | 462 | 49.51 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 79,690 | -1.42 | 12,590 | 43.71 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 91,512 | 0.65 | 14,458 | 18.41 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 117,920 | 48.98 | 12,844 | 35.15 | ||||
| 2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 14,479 | 11.00 | 2,288 | 61.85 | ||||
| 2025-08-13 | 13F | 美国联合证券公司（d/b/a 无人机资产管理） | 15,000 | -50.17 | 2,370 | -27.38 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 115,687 | 0.00 | 15,633 | 8.17 | ||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 12,073 | -32.91 | 1,851 | -10.06 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 225,631 | -6.58 | 35,647 | 36.19 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 224,515 | 1.01 | 35,471 | 47.26 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 64,972 | 2.27 | 10,265 | 49.08 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 12,365 | 0.16 | 2 | -99.93 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 21,364 | -32.21 | 2,327 | -38.53 | ||||
| 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 | 2,614,493 | 0.49 | 284,771 | -8.84 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 7,511 | -4.86 | 1 | |||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 16,931 | -9.30 | 2,675 | 32.18 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 13,795 | 2,179 | ||||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 1,546,600 | 12.53 | 244,224 | 63.65 | |||
| 2025-07-14 | 13F | 更好财富有限责任公司 | 18,914 | 3.36 | 2,988 | 50.68 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 601 | -99.94 | 95 | -99.91 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 10,198 | 0.59 | 1,613 | 46.81 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 7,397,900 | 38.08 | 1,168,202 | 100.81 | |||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 66,529 | -34.81 | 8,990 | -29.48 | ||||
| 2025-08-19 | 13F | Marex 集团 | 824,371 | 130,242 | ||||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 69,930 | -0.40 | 11,048 | 45.20 | ||||
| 2025-08-19 | 13F | Marex 集团 | Call | 56,500 | 8,926 | |||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 8,276,340 | -5.28 | 1,307,579 | 38.07 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 28,130 | 0.90 | 3,801 | 9.16 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 145,000 | 22,909 | |||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 120,936 | -4.12 | 19,107 | 39.77 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 94,685 | -2.68 | 14,959 | 41.87 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 134,964 | 3.72 | 21,323 | 51.20 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 242,155 | -5.08 | 32,722 | 2.68 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 52,043 | -11.78 | 8,222 | 28.61 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 55,203 | 0.68 | 8,722 | 46.77 | ||||
| 2025-08-13 | 13F | ESG规划 | 153,600 | -0.09 | 24,267 | 45.64 | ||||
| 2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 178,006 | 7.84 | 28,123 | 57.20 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 1,243,805 | 7.64 | 168,075 | 16.43 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 3,135,817 | 10.41 | 495,491 | 60.94 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 3,190,197 | 8.79 | 504,012 | 58.59 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 618,927 | -0.15 | 97,790 | 45.55 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 49,839 | -4.71 | 7,874 | 38.92 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 65,301 | 0.00 | 7,113 | 0.00 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 97,387 | 2.81 | 15,386 | 49.87 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 21,961,065 | 4.60 | 3,469,590 | 52.48 | ||||
| 2025-07-28 | 13F | 迪克森金融服务公司 | 5,606 | 0.00 | 886 | 45.80 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 811,507 | 0.00 | 88,389 | -9.29 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 388,633 | 4.40 | 61,400 | 52.18 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 46,535,267 | -2.39 | 7,352,107 | 42.29 | ||||
| 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 | 3,329,807 | 16.52 | 449,957 | 26.05 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 1,613,060 | -4.78 | 254,847 | 38.80 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 53,012 | -0.25 | 8,376 | 45.40 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 14,165 | -2.97 | 2,238 | 41.40 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 23,000 | -11.54 | 3,634 | 28.97 | |||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 2,685 | 0.00 | 424 | 45.70 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 274,952 | 1.87 | 43,440 | 48.50 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 13,981 | 35.19 | 2,209 | 97.14 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 24,802 | -7.49 | 3,918 | 195,800.00 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 39,420 | 2.00 | 6,228 | 48.71 | ||||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 7,460 | 2.83 | 1,179 | 49.87 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 34,150 | 5.19 | 5,395 | 53.35 | ||||
| 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 | 583,327 | 3.50 | 92,160 | 50.87 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 2,388 | 1.49 | 377 | 47.84 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 9,000 | -22.41 | 1,422 | 13.05 | |||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 14,275 | 7.43 | 2,255 | 56.60 | ||||
| 2025-07-30 | NP | LEXI - Alexis 实用战术 ETF | 9,167 | 3.97 | 1,239 | 12.44 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 12,663,951 | -0.99 | 2,001 | 44.30 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 35,397 | -0.58 | 5,592 | 44.95 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 148,510 | 7.28 | 23,463 | 56.39 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 73,500 | 0.00 | 11,612 | 45.79 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 30,472 | 12.36 | 4,814 | 63.80 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 11,034 | -10.16 | 1,743 | 30.95 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 75,000 | 0.00 | 8,169 | -9.28 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 315,895 | -7.20 | 49,908 | 35.28 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 8,664 | 322.84 | 202 | -9.01 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 9,198,267 | -5.75 | 1,001,875 | -14.50 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 58,749,600 | -1.76 | 9,281,849 | 43.20 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 59,121,600 | -5.84 | 9,340,622 | 37.27 | |||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 4,497 | 3.57 | 710 | 51.06 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 6,840 | 0.00 | 1,081 | 45.75 | ||||
| 2025-07-30 | 13F | BCK 合作伙伴公司 | 1,600 | 253 | ||||||
| 2025-07-16 | 13F | FCG投资公司 | 86,779 | 5.37 | 13,710 | 53.61 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 64,395 | -4.90 | 10,174 | 38.63 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 77,795 | -2.39 | 12 | 50.00 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 85,029,341 | 4.26 | 13,432,429 | 50.20 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 483,998 | 0.53 | 76,472 | 46.54 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 233,668 | -0.30 | 36,917 | 45.34 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 41,748 | -20.20 | 6,596 | 16.33 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 415,193 | -1.13 | 65,596 | 44.13 | ||||
| 2025-05-12 | 13F | 受托家族办公室有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | 机械银行信托部 | 76,207 | -14.58 | 12,040 | 24.52 | ||||
| 2025-08-22 | NP | 三洲公司 | 525,202 | -1.11 | 82,977 | 44.16 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 23,374 | 31.43 | 3,693 | 91.59 | ||||
| 2025-05-12 | 13F | 受托家族办公室有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 108,797 | 0.41 | 17,189 | 46.37 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 100,580 | -4.02 | 15,891 | 39.91 | ||||
| 2025-05-15 | 13F | 基金 1 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 194,322 | 2.23 | 30,701 | 49.03 | ||||
| 2025-05-09 | 13F | 三季财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 4,260 | 1.99 | 673 | 48.89 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 66,992 | -23.91 | 9,053 | -17.69 | ||||
| 2025-06-27 | NP | LMBO - Direxion 每日加密货币行业牛市 2X 股 | 1,888 | 9.45 | 206 | -0.97 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 1,573,363 | 17.02 | 248,576 | 70.58 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 16,744 | -74.59 | 2,645 | -62.96 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 12,557 | 1.82 | 1,984 | 19.75 | ||||
| 2025-07-11 | 13F | 斯科特资本顾问有限公司 | 12,516 | -5.79 | 2,039 | 41.63 | ||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 8,102 | -1.73 | 1,280 | 43.34 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 50,577 | -6.75 | 7,991 | 35.93 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 2,304,976 | 16.01 | 364,163 | 69.12 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 45,758 | 16.48 | 7,229 | 69.81 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 584,251 | 2.88 | 63,637 | -6.67 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 10,087 | -6.28 | 1,594 | 36.62 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 11,434 | 34.42 | 1,806 | 96.09 | ||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 4,457 | 266 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 288,086 | -3.04 | 45,515 | 41.34 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,069,960 | -1.81 | 2,380,903 | 43.14 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 3,973 | -47.83 | 433 | -52.74 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 184,091 | 2.62 | 29,085 | 47.83 | ||||
| 2025-06-23 | NP | SMPIX - 半导体超行业深度投资者类别 | 553,727 | -23.64 | 60,312 | -30.73 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 9,775 | -12.10 | 1,544 | 28.13 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 409,348 | 3.71 | 64,673 | 51.19 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | Call | 1,100 | -50.00 | 174 | -27.31 | |||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 1,256,140 | -1.51 | 198,458 | 43.58 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 44,978 | 17.08 | 6,078 | 26.63 | ||||
| 2025-07-08 | 13F | Corepath 财富合作伙伴有限公司 | 3,660 | -9.47 | 583 | 46.12 | ||||
| 2025-07-10 | 13F | 引导资本财富管理有限责任公司 | 27,858 | 0.25 | 4,401 | 46.16 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 46,327 | 16.49 | 7,320 | 69.81 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 1,512 | -10.85 | 239 | 30.05 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 6,710 | 58.52 | 731 | 43.70 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 343 | 0.00 | 54 | 45.95 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 52,166 | 3.29 | 8,242 | 50.58 | ||||
| 2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 4,603 | -21.81 | 501 | -29.04 | ||||
| 2025-05-01 | 13F | 艾德有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 177,533 | 3.61 | 28,048 | 51.05 | ||||
| 2025-06-30 | NP | GGME - 景顺动态媒体 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 | 83,503 | 265.63 | 9,095 | 231.69 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 2,000 | 1.57 | 316 | 47.89 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 27,804 | -0.09 | 4,393 | 45.58 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 289,817 | -13.42 | 49,967 | 37.73 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 879,856 | -1.92 | 139,008 | 42.97 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 21,786 | -17.90 | 3,442 | 19.69 | ||||
| 2025-05-15 | 13F | SurgoCap 合伙公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | 帕克赛德顾问有限责任公司 | 11,914 | -0.08 | 1,882 | 45.67 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 3,900 | -5.34 | 616 | 34.79 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 6,813 | 6.92 | 1,076 | 55.94 | ||||
| 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 | 4,076 | -8.94 | 444 | -17.50 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 93,582 | -1.78 | 10,142 | -20.73 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 13,816 | 11.28 | 2,183 | 62.23 | ||||
| 2025-05-15 | 13F | SurgoCap 合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 5,920 | 15.62 | 935 | 68.77 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 26,596 | 6.38 | 4 | 100.00 | ||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 22,598 | -5.60 | 3,570 | 37.63 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 18,663 | -2.63 | 2,949 | 41.94 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 5,609 | 10.20 | 886 | 60.80 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 62,951 | -1.43 | 9,946 | 43.69 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 18,107 | 248.21 | 2,861 | 407.99 | ||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 701 | -0.57 | ||||
| 2025-07-14 | 13F | Buska 财富管理有限责任公司 | 3,684 | 77.37 | 582 | 158.67 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 975,629 | -5.12 | 154,140 | 38.32 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 63,043 | 1.22 | 10 | 50.00 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 1,866,886 | 21.56 | 252,272 | 31.49 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 205,600 | -19.31 | 32,483 | 17.62 | ||||
| 2025-07-11 | 13F | 科罗拉多资本管理公司 | 5,287 | -8.51 | 1 | |||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 72,870 | 6.49 | 11,513 | 55.23 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | Call | 150,000 | 50.00 | 23,698 | 118.66 | |||
| 2025-08-05 | 13F | 好事达公司 | 48,384 | -94.25 | 7,644 | -91.61 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 942,466 | -3.20 | 148,900 | 41.11 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 445,418 | 203.36 | 70,372 | 342.22 | ||||
| 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 | 111,616 | 53.27 | 15,083 | 65.81 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 242,289 | 7.84 | 38,279 | 57.20 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 293,384 | -1.18 | 46,352 | 44.06 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 18,785 | -2.62 | 2,968 | 41.96 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 3,856,958 | -0.51 | 609,361 | 45.04 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 127,444 | 2.65 | 20,135 | 49.64 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 107,084 | 3.40 | 16,918 | 50.74 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 128,860 | -92.23 | 20,359 | -88.67 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 27,105 | 47.06 | 4,282 | 114.42 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 41,750 | 205.17 | 7 | 50.00 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 4,423,834 | 1.13 | 481,844 | -8.26 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | Put | 809,400 | 127,877 | |||||
| 2025-07-16 | 13F | 赛普拉斯基金有限责任公司 | 474,794 | 0.00 | 75,013 | 45.77 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | 19,905 | 3,145 | ||||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 15,626 | -2.62 | 2,469 | 41.92 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 708,182 | 7.63 | 111,886 | 56.89 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 350,836 | 2.09 | 47,114 | 26.49 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 2,246,118 | -3.29 | 354,864 | 40.98 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 580,644 | 3.53 | 91,736 | 50.92 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 10,092,364 | 4.88 | 1,594,493 | 52.88 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 374,276 | 8.06 | 50,576 | 16.89 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,900 | 291 | ||||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 32,598 | -20.11 | 5,150 | 16.46 | ||||
| 2025-07-09 | 13F | Pps&v 资产管理顾问公司 | 10,510 | 2.74 | 1,661 | 49.82 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 11,604,261 | -12.37 | 1,833,357 | 27.75 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | Call | 5,200 | 642.86 | 822 | 994.67 | |||
| 2025-08-13 | 13F | 普通养老金协会 PZU 股份公司 | 35,000 | -5.41 | 5,530 | 37.88 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 969,279 | 126.15 | 153 | 232.61 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 3,634 | 16.55 | 574 | 70.33 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 54,813 | -0.46 | 9,040 | 66.01 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 2,511,967 | 4.64 | 396,866 | 52.54 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Call | 183,375 | 28,971 | |||||
| 2025-07-29 | 13F | 东北投资管理公司 | 1,223,444 | -1.81 | 193,292 | 43.13 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 58,271 | -1.62 | 9,206 | 43.42 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 70,380 | -89.19 | 11,119 | -83.69 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 29,055 | 12.18 | 4,590 | 63.52 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 92,500 | 14,614 | |||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 177,620 | -5.05 | 28,062 | 38.41 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 402,345 | 2.04 | 63,566 | 48.75 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 76,263 | -11.45 | 11,822 | 26.67 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 5,583,600 | -16.24 | 882,153 | 22.10 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 26,629 | 15.88 | 4,207 | 68.96 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,532,587 | 19.69 | 242,133 | 74.48 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 1,361 | 215 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 57,994 | -8.40 | 9,163 | 33.52 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 200 | 32 | |||||
| 2025-08-08 | 13F | Turn8私人财富公司 | 27,867 | -7.70 | 4,703 | 43.70 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 1,719,200 | 28.88 | 272 | 88.19 | ||||
| 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 | 284,396 | -14.38 | 30,976 | -22.33 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 906,587 | 0.54 | 143,232 | 17.55 | ||||
| 2025-08-15 | 13F | 全球视野资本管理有限公司 | 7,776 | -0.06 | 1,229 | 45.67 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 512,910 | -2.12 | 81,035 | 42.68 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 129,971 | -0.83 | 20,534 | 44.58 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 2,893 | 10.55 | 457 | 61.48 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 1,076,700 | -44.13 | 170,108 | -44.13 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 20,643 | 2,248 | ||||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 19,871 | 16.56 | 3,139 | 69.95 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 645 | -28.01 | 102 | 4.12 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 5,569 | 8.30 | 880 | 58.09 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 449,389 | -15.68 | 48,947 | -23.51 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 21,923,154 | -5.82 | 3,463,631 | 37.28 | ||||
| 2025-08-05 | 13F | 格鲁斯有限公司 | 6,000 | -7.69 | 948 | 34.52 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 181,581 | 0.23 | 28,688 | 46.11 | ||||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 1,187,066 | -20.44 | 187,545 | 15.98 | ||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 11,481 | 0.01 | 1,814 | 45.74 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 1,643 | -3.92 | 260 | 40.00 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 27,092 | 16.57 | 4,280 | 69.98 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 55,201 | 13.34 | 8,721 | 65.23 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 70,964 | -4.18 | 11,212 | 39.68 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 7,666 | -1.10 | 831 | -20.19 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 1,463,611 | -7.35 | 197,778 | 0.22 | ||||
| 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 | 508,861 | -6.94 | 55,425 | -15.59 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 79,366 | -0.10 | 12,539 | 45.64 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 1,600 | -68.00 | 253 | -53.42 | |||
| 2025-04-17 | 13F | Tenon 金融有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 113,695 | -0.62 | 12,322 | -0.62 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 7,082 | -1.84 | 1,119 | 43.15 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 31,021 | -0.49 | 4,901 | 45.09 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 2,611 | 646.00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 33,725 | 4.21 | 5,328 | 51.92 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 54,499 | 2.61 | 8,610 | 49.58 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 3,100 | 23.02 | 490 | 79.12 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 6,271 | 6.69 | 991 | 55.42 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 280,061 | -10.92 | 44,247 | 29.85 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 88,355 | -5.89 | 13,959 | 37.19 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 111,979 | 2.52 | 17,692 | 49.46 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 3,826,420 | 2.95 | 604,536 | 50.08 | ||||
| 2025-07-23 | 13F | 吉尔德投资管理公司 | 49,341 | -10.67 | 7,796 | 30.20 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 78,565 | -0.81 | 12,412 | 155,050.00 | ||||
| 2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 140,392 | -1.41 | 18,971 | 6.65 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 109,731 | 1.17 | 17,336 | 47.48 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 251,619 | -1.55 | 27,270 | -20.55 | ||||
| 2025-07-09 | 13F | 企业银行 | 40,310 | 0.00 | 6,369 | 45.79 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 41,674 | 13.01 | 5,631 | 22.25 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 75,092 | 10.94 | 11,865 | 61.72 | ||||
| 2025-09-05 | 13F | 盖尔有限责任公司 | 804,517 | -1.28 | 127,106 | 144,337.50 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 30,571 | 10.58 | 4,830 | 61.18 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 10,086 | -1.76 | 1,594 | 43.13 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 112,431 | -8.40 | 17,763 | 33.53 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 40,956 | 4.38 | 6,471 | 52.16 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 17,971 | 60.80 | 2,839 | 134.43 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 15,039 | 0.19 | 2,376 | 46.13 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 10,745 | -3.61 | 1,698 | 40.60 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 12,009 | 1.78 | 1,897 | 48.44 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 1,046,375 | -4.60 | 165,317 | 39.07 | ||||
| 2025-08-13 | 13F | 标准家族办公室有限责任公司 | 2,000 | 0.00 | 316 | 45.83 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 164,309 | -7.51 | 17,897 | -16.10 | ||||
| 2025-07-17 | 13F | 多普金斯财富管理有限公司 | 4,172 | 0.05 | 659 | 46.12 | ||||
| 2025-08-13 | 13F | 北方成长管理有限公司 | 99,000 | 0.00 | 16 | 50.00 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 144,698 | 1.31 | 23 | 46.67 | ||||
| 2025-05-29 | 13F | 奎克财富管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 145,953 | 5.26 | 23,059 | 53.45 | ||||
| 2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 999,268 | -8.50 | 135,031 | -1.02 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 119,311 | 1.73 | 12,995 | -7.71 | ||||
| 2025-07-31 | 13F | 基石管理公司 | 4,685 | 63.18 | 740 | 137.94 | ||||
| 2025-08-13 | 13F | 尊贵退休有限公司 | 7,371 | -3.82 | 1,165 | 40.24 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 1,249,015 | 4.29 | 197,332 | 52.03 | ||||
| 2025-07-09 | 13F | HFG 财富管理有限责任公司 | 2,075 | 3.39 | 225 | -16.73 | ||||
| 2025-04-11 | 13F | 鹰岩投资公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 60,785 | -2.95 | 10 | 50.00 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 25,098 | 0.00 | 3,391 | 8.17 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 1,532,751 | -2.17 | 242,159 | 42.61 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 3,110 | 57.15 | 491 | 129.44 | ||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 41,583 | -23.18 | 5,619 | -16.89 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 61,461 | 2.22 | 9,710 | 49.02 | ||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,137 | -2.52 | 560 | -11.55 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 1,177,338 | 7.51 | 186,040 | 56.78 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 9,923 | 55.70 | 1,568 | 127.10 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 106,940 | 2,503.21 | 16,895 | 3,696.63 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 103,459 | 10.53 | 16 | 60.00 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 23,608,170 | 2.65 | 3,732 | 48.92 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 23,028,275 | -0.93 | 3,638,237 | 44.42 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 6,770 | 0.00 | 1,070 | 45.84 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 48,258 | 8.71 | 7,624 | 58.47 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 144,783 | 1.18 | 22,874 | 47.51 | ||||
| 2025-08-07 | 13F | 博尼特资本管理有限责任公司 | 200,000 | 31,598 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 1,792,266 | 5.92 | 283,160 | 54.40 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 2,333 | -54.82 | 369 | -34.17 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 7,156 | 15.68 | 1,131 | 68.66 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 31,746 | 0.05 | 5,016 | 45.87 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 9,155 | -30.96 | 1,446 | 0.63 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 29,531 | 57.01 | 4,666 | 128.90 | ||||
| 2025-07-22 | 13F | DBK 财务顾问有限责任公司 | 13,831 | -0.71 | 2,185 | 44.80 | ||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 27,543 | 4.38 | 4,352 | 52.19 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 161,150 | 13.60 | 17,552 | 3.05 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,817,112 | 287,085 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 510,668 | 13.33 | 80,680 | 65.20 | ||||
| 2025-08-05 | 13F | BEAM 资产管理有限公司 | 66,125 | -14.45 | 10,447 | 24.71 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 10,667 | -5.25 | 1,685 | 38.11 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 181,118 | -0.38 | 28,660 | 45.45 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 276,210 | -8.30 | 44 | 34.38 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 35,141 | -0.96 | 5,552 | 44.37 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 965,548 | 11.69 | 152,547 | 62.81 | ||||
| 2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 600 | -40.00 | 95 | -12.96 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 152,015 | 0.10 | 16,557 | -9.19 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 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 | 6,173 | -2.40 | 672 | -11.46 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 77,160 | 15.33 | 12,191 | 68.11 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 19,911 | 53.07 | 3,146 | 123.21 | ||||
| 2025-07-25 | 13F | 普里贝财富控股有限责任公司 | 1,284 | -81.74 | 203 | -73.49 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 55,320 | -2.16 | 8,740 | 42.61 | ||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 3,398 | 8.88 | 537 | 58.58 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 83,907 | 5.15 | 13,257 | 53.28 | ||||
| 2025-08-14 | 13F | 阿瓦拉全球有限合伙人 | 1,010,010 | 0.00 | 159,571 | 45.77 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 260,888 | 1.05 | 41,218 | 47.31 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 67,110 | -1.25 | 10,603 | 43.95 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,142 | 9.81 | 180 | 60.71 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 9,174 | 0.00 | 1,240 | 8.12 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 4,798 | -38.58 | 648 | -33.54 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 118,860 | -5.15 | 18,779 | 38.27 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,500,511 | 6.50 | 2,606,916 | 55.25 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 2,038 | 322 | ||||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 72,918 | -4.40 | 11,520 | 39.35 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 3,819,487 | 32.05 | 603,441 | 92.49 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 9,252 | -4.79 | 1,462 | 38.75 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 5,470 | -3.01 | 864 | 40.78 | ||||
| 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 | 7,987,009 | -0.01 | 869,945 | -9.29 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 25,838 | 0.12 | 4,082 | 45.94 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 390,742 | 2.38 | 61,733 | 49.24 | ||||
| 2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 300,058 | -0.54 | 47,406 | 44.99 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 8,922,414 | 1.77 | 1,409,652 | 48.35 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 200 | -86.65 | 32 | -80.86 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 6,060 | -7.90 | 957 | 34.22 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 270,890 | 4.55 | 42,798 | 52.41 | ||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 51,039 | 221.47 | 8,064 | 368.78 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 135,500 | 0.00 | 21,408 | 45.77 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 202 | 0.00 | 32 | 40.91 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3,280 | 12.75 | 503 | 59.37 | ||||
| 2025-08-26 | NP | Nuveen 纳斯达克 100 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 854,389 | -3.31 | 134,985 | 40.95 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 25,091 | -26.15 | 3,964 | 7.66 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,456 | 159 | ||||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 11,488 | -16.78 | 1,815 | 21.26 | ||||
| 2025-07-30 | 13F | 湾岸资产管理有限公司 | 4,452 | -1.37 | 703 | 43.76 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 11,945 | -18.27 | 1,887 | 19.20 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 190,000 | 123.53 | 30,018 | 225.86 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 90,865 | 1.39 | 14,356 | 47.81 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 18,432,939 | 16.37 | 2,912,220 | 69.64 | |||
| 2025-08-14 | 13F | 瑞银集团 | 96,193,013 | -5.16 | 15,197,534 | 38.25 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 16,114,331 | -11.19 | 2,545,903 | 29.46 | |||
| 2025-08-26 | NP | WPSGX - AB集中成长基金顾问级 | 134,769 | 0.00 | 21,292 | 45.78 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 176,277 | 0.09 | 23,820 | 8.27 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 41,148 | 16.55 | 6,366 | 64.60 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 534,562 | -2.19 | 72,235 | 5.81 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 194,758 | 1.61 | 30,770 | 48.12 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 10,369 | 0.24 | 1,749 | 41.42 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 128,322 | 0.29 | 20,274 | 46.21 | ||||
| 2025-07-30 | 13F | Privium 基金管理公司 | 81,000 | 10.96 | 12,530 | 57.96 | ||||
| 2025-08-14 | NP | CCGSX - 肖托夸全球增长基金投资者类别 | 47,011 | 2.96 | 7,427 | 50.10 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 92,092 | 0.21 | 14,550 | 46.07 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 318,744 | 6.37 | 50,358 | 55.06 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 5,704,624 | -5.30 | 621,348 | -14.09 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 22,400 | 0.00 | 3,539 | 45.78 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 5,063,805 | 3.13 | 800,031 | 50.34 | ||||
| 2025-07-23 | 13F | 奥斯汀资产管理公司 | 233,303 | -0.62 | 36,859 | 44.87 | ||||
| 2025-08-14 | 13F | PointState资本有限公司 | 129,695 | -85.86 | 20,491 | -79.39 | ||||
| 2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 56,052 | -22.59 | 8,856 | 12.84 | ||||
| 2025-08-14 | 13F | 反击资本公司 | Call | 200,000 | 31,598 | |||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 2,028,550 | 9.05 | 320,491 | 58.97 | ||||
| 2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 1,427 | 226 | ||||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 3,649 | 0.00 | 577 | 45.82 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 55,113 | -1.24 | 8,707 | 43.99 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 958 | -8.76 | 151 | 33.63 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,119 | 9.42 | 4,443 | 59.50 | ||||
| 2025-08-26 | NP | IGMAX - VY(R) Invesco Oppenheimer 全球投资组合 ADV 级 | 163,221 | -12.48 | 25,787 | 27.58 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 113,641 | 14.48 | 17,954 | 66.89 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 45,540 | 128.98 | 7,195 | 233.83 | ||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 54,728 | 23.98 | 8,646 | 80.73 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 37,230 | -12.90 | 5,882 | 26.96 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 18,676 | -88.70 | 2,951 | -81.78 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 1,676 | 13.17 | 265 | 65.00 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 1,069,790 | 197.67 | 169,016 | 333.93 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 24,312 | 10.43 | 3,841 | 60.98 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 14,069,629 | -6.23 | 1,532,464 | -14.94 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 930 | -48.76 | 147 | -25.51 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 1,056,205 | 5.24 | 166,870 | 53.41 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 38,521 | 19.97 | 6,274 | 80.34 | ||||
| 2025-08-08 | 13F | 格拉西斯资本管理有限责任公司 | 2,500 | 395 | ||||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 357,385 | -0.57 | 56,428 | 44.84 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 1,521,272 | 0.00 | 205,569 | 8.17 | ||||
| 2025-06-26 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 630,837 | 68,711 | ||||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 2,010 | -275.55 | ||||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 345 | 38 | ||||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | 保守资本顾问公司 | 5,016 | 11.15 | 793 | 61.96 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 197,103 | -0.36 | 31,140 | 45.25 | ||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 629 | 1.13 | 99 | 47.76 | ||||
| 2025-05-13 | 13F | Bulltick 财富管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 巅峰财务管理公司 | 24,994 | -14.02 | 3,949 | 25.33 | ||||
| 2025-07-23 | 13F | 特许经营资本有限公司 | 365,060 | -29.71 | 57,676 | 2.46 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 602,079 | 7.44 | 95,123 | 56.63 | ||||
| 2025-08-14 | 13F | 执政官合伙人有限责任公司 | 72,000 | 10.77 | 11,375 | 61.48 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 29,157 | 27.86 | 4,607 | 86.40 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 601,418 | 10.55 | 95,018 | 61.15 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 11,032,983 | 1.36 | 1,743,101 | 47.75 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 125,398 | 3.24 | 19,812 | 50.49 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 108,257 | 180.31 | 17,104 | 308.67 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 47,740 | -1.86 | 7,542 | 43.08 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 915,991 | 524.40 | 144,717 | 810.23 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 18,006 | -20.69 | 2,845 | 15.61 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 1,696 | -70.15 | 268 | -56.59 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 28,223 | 0.97 | 4,459 | 47.18 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 23,773 | 41.72 | 3,756 | 106.55 | ||||
| 2025-08-14 | 13F | 金麒麟（英属维尔京群岛）有限公司 | 2,360,600 | 0.00 | 372,951 | 45.77 | ||||
| 2025-08-14 | 13F | 国王街资本管理有限公司 | Put | 600,000 | 0.00 | 94,794 | 45.77 | |||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 59,084 | 7,934 | ||||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 1,680 | 265 | ||||||
| 2025-07-10 | 13F | 专业财务顾问有限责任公司 | 2,512 | 397 | ||||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 7,190 | 125.39 | 1 | |||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 34,670 | 12.32 | 5,478 | 63.74 | ||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 21,254 | 25.61 | 3,883 | 388,200.00 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 44,438 | -12.77 | 7,021 | 23.40 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 6,151 | 40.63 | 972 | 104.85 | ||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 10,214 | 9.15 | 1,614 | 59.07 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 3,386 | -2.53 | 1 | |||||
| 2025-08-08 | 13F | 南丰三一(香港)有限公司 | 130,400 | -26.74 | 20,602 | 6.79 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | Call | 16 | -99.36 | |||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 659,748 | -3.89 | 104,234 | 40.10 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 122,477 | -3.86 | 16,550 | 4.00 | ||||
| 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 | 107,626 | -2.14 | 11,723 | -11.23 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 10,835 | 1.54 | 1,712 | 48.01 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 244,923 | 43.37 | 38,695 | 109.00 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 131,142 | -3.66 | 20,719 | 40.45 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 801,577 | -16.86 | 126,641 | 21.20 | ||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 5,288 | 65.46 | 835 | 141.33 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 178,472 | -15.53 | 19 | -32.14 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 27,049,911 | -0.33 | 4,273,615 | 45.30 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 11,904 | 17.18 | 1,881 | 70.75 | ||||
| 2025-08-28 | NP | MNRS - 灰度比特币矿工 ETF | 1,276 | -20.25 | 202 | 16.18 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 75,576 | -40.14 | 11,940 | -12.74 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 76,750 | 0.85 | 12,126 | 47.02 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 302,218 | 63.16 | 20,905 | 4.13 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 2,150 | 26.92 | 340 | 85.25 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 798,648 | -2.66 | 107,921 | 5.29 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 49,181 | -11.71 | 5,357 | -19.92 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 3,719,921 | 28.73 | 587,710 | 87.65 | ||||
| 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 | 2,501,121 | 6.49 | 337,976 | 15.19 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | Put | 98,000 | 370 | |||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 97,000 | 64.41 | 15,325 | 139.68 | |||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 1,599,600 | 487.87 | 252,721 | 756.97 | |||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 160,820 | 1.15 | 25,408 | 47.44 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 8,340,804 | 8.24 | 1,323,200 | 58.43 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 51,725 | 6.62 | 8,172 | 55.42 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | Call | 1,900 | 300 | |||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 468,017 | 178.43 | 73,942 | 305.90 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | Put | 1,400 | 221 | |||||
| 2025-07-31 | 13F | 阿拉马尔资本管理有限责任公司 | 2,017 | 0.00 | 319 | 45.87 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 57,580 | -8.97 | 9,097 | 32.71 | ||||
| 2025-08-14 | 13F | 佩考特公司 | 20,372 | -0.24 | 3,219 | 45.41 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 298,665 | -1.57 | 47,186 | 43.48 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 14,033,010 | -0.70 | 2,217,075 | 44.76 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 243,418 | -47.07 | 38,458 | -22.84 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 41,861 | 7.56 | 6,614 | 56.82 | ||||
| 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 | 1,255,392 | -0.77 | 198,339 | 44.66 | ||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 57,292 | 523.35 | 9,052 | 808.73 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 43,556 | -0.39 | 6,882 | 45.20 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 20,533 | 6.12 | 3,244 | 54.70 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 19,707 | 2.30 | 3,113 | 49.16 | ||||
| 2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 415,709 | 0.00 | 65,678 | 45.77 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 17,138 | 21.43 | 2,708 | 77.04 | ||||
| 2025-08-14 | 13F | 联信银行 | 4,253,741 | -0.54 | 672,049 | 44.99 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 128,510 | -0.91 | 20,303 | 44.45 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 40,738 | 0.12 | 6,436 | 45.97 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 571,241 | 0.87 | 62,220 | -8.49 |
