机构投资人持股和股东
RTX Corporation (CL:RTXCL) 有 4081 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 1,380,072,589 股股票。 最大股东包括 Vanguard Group Inc, State Street Corp, BlackRock, Inc., Capital Research Global Investors, Capital International Investors, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Dodge & Cox, VFINX - Vanguard 500 Index Fund Investor Shares, AMRMX - AMERICAN MUTUAL FUND Class A, and Jpmorgan Chase & Co .
RTX Corporation (SNSE:RTXCL)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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 鼎石金融集团 | 2,801 | 42.98 | 409 | 57.92 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 296 | 0.00 | 43 | 10.26 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 3,014 | -8.42 | 440 | 1.15 | ||||
| 2025-07-16 | 13F | 一+一财富管理有限公司 | 4,100 | 0.00 | 599 | 10.13 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 5,865 | 15.27 | 856 | 27.19 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 102,173 | 20.50 | 13,945 | 23.66 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 14,644 | -2.81 | 2,138 | 7.17 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 5,348 | 8.94 | 781 | 20.00 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 3,020 | 5.37 | 441 | 16.09 | ||||
| 2025-07-14 | 13F | 基金会资源管理公司 | 1,749 | 0.00 | 255 | 10.39 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 9,462,010 | -8.25 | 1,381,643 | 1.15 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 2,347 | 4.13 | 343 | 14.77 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 13,397 | -2.94 | 1,956 | 7.00 | ||||
| 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 | 2,419 | -39.49 | 353 | -33.27 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 251 | 0.00 | 37 | 9.09 | ||||
| 2025-08-14 | 13F | 联信银行 | 755,235 | 2.35 | 110,279 | 12.83 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 2,019 | -25.61 | 295 | -18.11 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 85,434 | -0.13 | 12,475 | 10.10 | ||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 868,966 | 11.04 | 126,886 | 22.41 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 12,213 | 321.57 | 1,783 | 365.54 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 821 | 0.12 | 120 | 10.19 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 46 | 0.00 | 7 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 49,256 | 0.62 | 7,192 | 10.92 | ||||
| 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 | 673,685 | 1.34 | 91,945 | 4.00 | ||||
| 2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 26,822 | -2.94 | 3,910 | 6.83 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 380 | -59.01 | 48 | -60.50 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 17,774 | 0.80 | 2,595 | 11.13 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 11,949 | -1.11 | 1,745 | 9.00 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 15,249 | -0.27 | 2,227 | 9.93 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 24,362 | -22.50 | 3,557 | -14.56 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 3,383 | 0.00 | 494 | 10.04 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 6,496 | -4.27 | 949 | 5.57 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 2,290 | 0.48 | 334 | 10.96 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 218,314 | -1.93 | 32 | 6.90 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 100 | 15 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 6,552 | -17.61 | 957 | -9.21 | ||||
| 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 | 37,976 | -2.07 | 5,183 | 0.50 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 103,500 | -24.01 | 15,113 | -16.23 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 36 | 5 | ||||||
| 2025-07-30 | 13F | 公民与北方公司 | 11,383 | 1,662 | ||||||
| 2025-08-01 | 13F | 规划方向公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 山顶国家银行 | 2,745 | 9.71 | 401 | 38.41 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 1,097 | -68.85 | 160 | -65.67 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 14,840 | 22.57 | 1,872 | 19.86 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 12,298 | -12.71 | 1,796 | -3.80 | ||||
| 2025-05-29 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 5,570 | 0.00 | 738 | 14.44 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 4,219 | 916.63 | 616 | 1,020.00 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 39,761 | 0.00 | 5,806 | 10.24 | ||||
| 2025-06-26 | NP | HAVGX - 哈弗福德优质成长股票基金 哈弗福德优质成长股票基金 | 105,346 | 0.00 | 13,287 | -2.19 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 72,310 | 2.17 | 10,559 | 12.63 | ||||
| 2025-07-09 | 13F | 太平洋资本财富顾问公司 | 1,990 | -1.19 | 290 | 9.02 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 129,432 | 21.43 | 18,900 | 33.86 | ||||
| 2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 2,778 | 0.00 | 406 | 10.35 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 33,725 | 2.99 | 4,925 | 13.53 | ||||
| 2025-07-17 | 13F | 奥克蒙特公司 | 1,410 | 0.00 | 206 | 10.22 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 6,902 | -2.32 | 1,008 | 7.70 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 575,398 | -0.94 | 84,020 | 9.20 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 4,440 | -2.25 | 648 | 7.82 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,125 | 0.00 | 2,355 | 10.26 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 27,024 | -2.75 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 11,616 | 6.31 | 1,696 | 17.21 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -178,604 | 62.52 | -26,080 | 79.15 | |||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 1,410 | 1.59 | 206 | 12.02 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 6,343 | -8.09 | 926 | 1.31 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 2,281 | 14.57 | 333 | 26.62 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 15,371 | -0.60 | 2,244 | 9.57 | ||||
| 2025-08-12 | 13F | 米勒金融服务有限公司 | 1,974 | -2.76 | 288 | 7.46 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 11,650 | 2.82 | 1,701 | 13.40 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 38,819 | -2.63 | 5,668 | 7.33 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 4,223 | -6.84 | 617 | 2.67 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 38,407 | 1.34 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 7,713 | 8.85 | 1,126 | 20.04 | ||||
| 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 | 45,920 | -0.84 | 6,705 | 9.31 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 8,150 | 10.52 | 1,190 | 21.93 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 23,776 | 0.00 | 3,472 | 10.23 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,759 | 257 | ||||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 33,667 | -2.68 | 4,916 | 7.29 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,159 | -17.63 | 169 | -9.14 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 3,185 | 29.58 | 465 | |||||
| 2025-07-17 | 13F | 海岸线信托公司 | 16,053 | 0.00 | 2,344 | 10.25 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 2,757 | -1.71 | 427 | 18.33 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 6,654 | 972 | ||||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 2,888 | -2.27 | 0 | |||||
| 2025-07-14 | 13F | 种子财富管理公司 | 3,077 | 0.00 | 449 | 10.32 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 106,635 | -0.80 | 15,571 | 9.36 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 57,317 | -3.89 | 8,369 | 5.95 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 2,300 | 0.00 | 307 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 2,245,052 | -1.04 | 327,822 | 9.09 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 85,070 | -57.78 | 12,422 | -53.45 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 6,589 | -32.81 | 831 | -34.26 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 42,618 | 0.59 | 6,223 | 10.91 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 3,046 | 1.16 | 445 | 11.56 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 3,358 | 43.63 | 490 | 58.58 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 142 | 0.00 | 21 | 11.11 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 3,089 | -35.17 | 0 | |||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 195 | -78.64 | 28 | -76.67 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 2,173 | 1.02 | 317 | 11.62 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,250 | -1.19 | 329 | 8.97 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 2,718 | 17.71 | 397 | 29.84 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,427 | -14.19 | 208 | -5.45 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 61,767 | 7.11 | 7,791 | 4.76 | ||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 5,721 | 0.00 | 758 | 14.35 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 11,923 | -64.90 | 1,741 | -61.32 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 10,672 | 4.92 | 1,558 | 15.66 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 1,599 | 0.00 | 233 | 10.43 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 3,738 | 0.43 | 546 | 10.55 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 85,389 | -4.50 | 12,468 | 5.27 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 65,015 | 3.09 | 9,493 | 13.65 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 1,844 | 0.00 | 269 | 10.25 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 417 | 48.40 | 61 | 62.16 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 44 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 233,500 | 40.24 | 34,096 | 54.60 | |||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 9,719 | -0.51 | 1,419 | 9.66 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 219,100 | -14.78 | 31,993 | -6.06 | |||
| 2025-08-14 | 13F | 瑞银集团 | 10,410,088 | 16.24 | 1,520,081 | 28.14 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 9,290 | -2.94 | 1,231 | 11.11 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 16,825 | -0.86 | 2,457 | 9.25 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,725 | 10.65 | 252 | 21.84 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 29,875 | -10.54 | 4,362 | -1.38 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 313 | -9.01 | 46 | 0.00 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 4,172 | -6.75 | 1 | |||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 34,960 | -1.19 | 5,105 | 8.92 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 656 | 1.55 | 96 | 11.76 | ||||
| 2025-08-20 | NP | MUNDX - Mundoval 基金 | 4,000 | 0.00 | 584 | 10.40 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 3,698 | -4.84 | 490 | 8.91 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,993 | 291 | ||||||
| 2025-08-04 | 13F | GAM控股公司 | 9,610 | 1,403 | ||||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 89,092 | -2.01 | 13,009 | 8.03 | ||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 3,162 | 0.00 | 462 | 10.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 12,195 | 1,781 | ||||||
| 2025-07-29 | 13F | 斯普伦资本管理公司 | 1,703 | 0.00 | 249 | 10.22 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 30 | -11.76 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 4,786 | -1.70 | 699 | 8.39 | ||||
| 2025-05-27 | NP | FELC - 富达增强型大盘核心 ETF | 100,857 | -35.10 | 13,360 | -25.71 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 5,942 | -36.59 | 935 | -20.02 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 655 | -16.35 | 89 | -14.42 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 18,241 | 0.73 | 2,663 | 11.05 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 29,599 | -0.48 | 4,322 | 9.72 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 5,712,884 | 11.97 | 834,194 | 23.43 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 42,634 | 18.22 | 6,225 | 30.34 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1,318 | -42.94 | 192 | -37.05 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 5,905 | -3.43 | 1 | |||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 11,029 | -3.16 | 1,610 | 6.76 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 25,783 | -15.70 | 3,765 | -7.08 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 27,444 | 2.77 | 4,007 | 13.29 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 22,511 | 2.02 | 3,287 | 12.49 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -275 | -40 | |||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 9,371 | 247.33 | 1,368 | 605.15 | ||||
| 2025-05-08 | 13F | 资本管理协会/纽约/ | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 4,586 | -0.59 | 670 | 9.49 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 227,537 | 25.49 | 33,225 | 38.33 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 13,649 | -13.94 | 1,993 | -5.10 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,581 | 231 | ||||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 4,581 | -12.06 | 669 | -3.05 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 110,212 | -1.39 | 16,093 | 8.71 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 72 | 26.32 | 11 | 42.86 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 1,760 | 16.56 | 257 | 28.00 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 399,306 | 0.51 | 50,364 | -1.68 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 5,968 | 4.96 | 871 | 18.02 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 2,866 | -1.88 | 419 | 25.90 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 79,633 | -0.11 | 12 | 10.00 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 1,463 | 0.00 | 214 | 10.36 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 8,399 | 0.72 | 1,226 | 11.05 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 54,423 | -0.42 | 7,947 | 9.77 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 3,863 | 1.50 | 564 | 11.90 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 7,490 | 0.86 | 1,094 | 14.93 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 2,547 | -8.12 | 0 | |||||
| 2025-07-17 | 13F | HCR 财富顾问 | 4,859 | 0.75 | 710 | 11.13 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 10,513 | -0.18 | 1,535 | 10.04 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 19,538 | -3.35 | 2,853 | 6.54 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 25,999 | -1.63 | 3,796 | 8.43 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 47,429 | -9.65 | 6,926 | -0.40 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 14,000 | 0.00 | 2,044 | 10.25 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 10,160 | -24.36 | 1,484 | -16.64 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,162 | 1,206.61 | 399 | 1,183.87 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 1,303 | -8.11 | 168 | 17.48 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 3,651 | 9.84 | 533 | 21.14 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 3,762,290 | 9.53 | 549,370 | 20.74 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 536,743 | -32.59 | 78,375 | -25.69 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 950 | 139 | ||||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 157,304 | -37.26 | 22,970 | -30.84 | ||||
| 2025-05-16 | 13F | 斯坦斯资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 海景资本管理公司 | 26,243 | 3.01 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 6,634 | 0.79 | 969 | 11.14 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 4,938 | 0.33 | 721 | 10.75 | ||||
| 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 | 6,200 | 0.00 | 846 | 2.67 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 24,707 | 2.69 | 3,608 | 13.21 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 10,115 | 20.66 | 1,477 | 32.97 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 2,482 | 48.09 | 391 | 81.86 | ||||
| 2025-07-23 | 13F | 聚焦投资者有限责任公司 | 747,500 | -2.10 | 109,150 | 7.93 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 3,486 | -22.31 | 509 | -14.31 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 2,199 | 633.00 | 321 | 723.08 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,891 | -5.92 | 422 | 3.69 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 4,364 | 0.00 | 637 | 10.21 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 746,430 | 3.72 | 108,792 | 14.13 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 9,418 | 2.05 | 1,375 | 12.52 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 178 | 7.23 | 22 | 4.76 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 34,945 | 0.00 | 5,103 | 10.24 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 55,866 | 1.01 | 7,046 | -1.19 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 880 | 0.00 | 111 | -2.65 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 113,000 | 0.00 | 14,253 | -2.19 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 14,446 | -0.48 | 2,109 | 9.73 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 7,520 | 4.69 | 1,098 | 15.46 | ||||
| 2025-05-14 | 13F | 埃德加·洛马克斯·科/va | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 6,309 | 26.81 | 921 | 44.20 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 8,413 | 1,114 | ||||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 785 | 115 | ||||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 64,233 | -11.70 | 9,379 | -2.66 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 4,657 | -1.46 | 680 | 8.80 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 2,163 | 18.91 | 316 | 31.25 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,315 | -2.95 | 192 | 7.26 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 48,384 | 3.85 | 7,065 | 14.49 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 19,383 | -8.46 | 2,645 | -6.07 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 5,602 | 0.02 | 818 | 10.26 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 274 | 46.52 | 35 | 41.67 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 3,900 | -76.65 | 569 | -74.28 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 12,300 | -43.58 | 1,796 | -37.79 | |||
| 2025-07-28 | 13F | Copia财富管理 | 22 | 0.00 | 3 | 50.00 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 27,247 | 0.74 | 3,609 | 15.34 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 81 | 0.00 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,521 | 11.70 | 368 | 23.49 | ||||
| 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 | 62,345 | 19.14 | 9,104 | 31.34 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 4,435 | 648 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 4,725 | 10.58 | 1 | |||||
| 2025-08-07 | 13F | 虎钳技术公司 | 38,814 | 174.03 | 5,668 | 245.76 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 8,221 | -4.70 | 1,200 | 5.08 | ||||
| 2025-05-30 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 81,842 | 10,841 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 400 | 58 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 56,161 | 78.85 | 8,201 | 97.16 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 7,962 | 0.00 | 1 | |||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 50,921 | -1.61 | 7,435 | 8.46 | ||||
| 2025-08-07 | 13F | AllGen 财务顾问公司 | 12,015 | -56.10 | 1,754 | -51.61 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,520 | -16.71 | 222 | -8.30 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,227 | 23.24 | 327 | 44.05 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 287 | 42 | ||||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 14,611 | 0.21 | 2,133 | 10.46 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 1,353 | 0.00 | 198 | 10.06 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 226,999 | 17.59 | 33,146 | 29.63 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 544,039 | -1.83 | 79,441 | 8.22 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 34,839 | -8.53 | 5,087 | 0.83 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 6,307 | -7.10 | 921 | 2.34 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -177 | -26 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 405,938 | -0.13 | 59,271 | 10.10 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 29,962 | 0.45 | 4,375 | 26.77 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 34,729 | 13.66 | 4,740 | 16.64 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 32,317 | 4,719 | ||||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 41,483 | 368.31 | 5,232 | 358.14 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 1,461 | 0 | ||||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 4,718 | -16.78 | 1 | |||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,277 | -3.15 | 332 | 6.75 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 26,168 | -3.15 | 3,821 | 6.79 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 29,790 | 0.00 | 4,350 | 10.24 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 2,279 | 0.49 | 333 | 10.67 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 69,784 | -6.53 | 10,196 | 3.05 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 57,395 | -5.74 | 8,381 | 3.91 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 1,461 | 213 | ||||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 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 | 5,386 | -25.55 | 786 | -17.95 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,237 | -1.32 | 1,943 | 1.30 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 574,515 | -2.00 | 83,891 | 8.03 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 188,423 | -17.50 | 27,514 | -9.05 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 5,924 | 6.36 | 865 | 17.37 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 39,488 | -12.54 | 4,981 | -14.46 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 3,390 | 17.30 | 495 | 29.58 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 74,013 | -10.69 | 10,807 | -1.54 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 503,258 | 4,511.97 | 73,486 | 4,985.47 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 1,688 | 0.12 | 246 | 10.31 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 21,479 | 4.37 | 3,136 | 15.08 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 56,480 | -1.61 | 8,247 | 8.46 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 86,943 | 5.51 | 13 | 20.00 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 359,407 | -6.67 | 49,052 | -4.23 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 1,027 | 19.14 | 136 | 37.37 | ||||
| 2025-07-24 | 13F | 范德波尔投资有限责任公司 | 1,620 | -3.11 | 237 | 6.79 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 1,720 | 13.01 | 251 | 24.88 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 18,112 | 8.98 | 2,645 | 20.13 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 4,550 | 0.11 | 664 | 26.48 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 2,860 | 175.00 | 418 | 204.38 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 3,701 | 0.00 | 540 | 10.20 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 27,289 | -26.36 | 3,985 | -18.83 | ||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 19,352 | -4.91 | 2,826 | 4.82 | ||||
| 2025-08-12 | 13F | 联合银行 | 348,360 | 1.03 | 50,868 | 11.38 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 1,682 | -38.59 | 246 | -32.32 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 269,887 | 20.35 | 39,409 | 32.66 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 111,735 | 26.18 | 16,316 | 39.10 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 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 | 60,262 | -4.31 | 8,799 | 5.49 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 70,035 | 10.40 | 8,757 | 9.71 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 2,475 | 0.41 | 361 | 10.74 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 89,953 | 2.81 | 13,135 | 13.33 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 188,859 | 2.54 | 27,577 | 13.04 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 43,090 | 1.11 | 6,292 | 11.44 | ||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 6,465 | -43.61 | 944 | -37.81 | ||||
| 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 | 68,784 | -0.04 | 10,044 | 10.18 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 833 | 122 | ||||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 20,639 | -0.70 | 3,014 | 9.44 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丰业资本公司 | 148,985 | 2.33 | 21,755 | 12.82 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 112 | 4.67 | 14 | 7.69 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 33,151 | -1.63 | 4,841 | 8.42 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 2,859 | 0.00 | 417 | 10.32 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 191,267 | 0.04 | 27,929 | 10.27 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 3,361 | 0.00 | 0 | |||||
| 2025-08-28 | 13F | 普罗斯佩拉资本管理有限公司 | 21,648 | 0.16 | 139 | 13.01 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 309 | 39 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 204,663 | 6.28 | 27,932 | 9.07 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 64,552 | -8.69 | 9,426 | 0.65 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 29,194 | -9.34 | 4,263 | -0.07 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 98,349,520 | 0.10 | 14,360,997 | 10.35 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 4,708 | -10.29 | 687 | -1.15 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 15,230 | -2.03 | 2,224 | 7.97 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 72 | 12.50 | 11 | 25.00 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 3,565 | -5.31 | 450 | -7.42 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 3,204 | -16.08 | 462 | -8.71 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 102,100 | -22.71 | 14,912 | -14.73 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 110,185 | -43.43 | 16,093 | -37.58 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 44,400 | 909.09 | 6,485 | 1,014.09 | |||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 38,915 | 0.44 | 5,682 | 10.72 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 18,827 | 0.40 | 2,749 | 10.71 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 5,086 | -5.64 | 743 | 4.07 | ||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 7,350 | 1,003 | ||||||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-08 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 5,000 | -66.67 | 662 | -61.84 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 3,605 | 0.00 | 526 | 10.27 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 350 | -94.92 | 51 | |||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 37,259 | 118.59 | 4,699 | 171.62 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 3,124,800 | -16.22 | 394,131 | -18.05 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 48,777 | -4.32 | 7,122 | 5.48 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 200 | 0.00 | 29 | 11.54 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 8,034 | 4.61 | 1,096 | 7.35 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 5,431 | 0.97 | 793 | 11.38 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 7,697 | -20.83 | 1,124 | -12.74 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 1,648 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 7,884 | -2.23 | 1 | 0.00 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 52,150 | -2.42 | 7,615 | 7.57 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 4,714,347 | 2.29 | 594,621 | 0.05 | ||||
| 2025-04-22 | 13F | Matrix Asset Advisors Inc/纽约 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 71,883 | -4.67 | 10 | -99.90 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 6,546 | -0.68 | 956 | 9.39 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 21,604 | -42.61 | 3,155 | -36.74 | ||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 22,271 | -2.68 | 3,252 | 7.29 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 200,072 | -0.90 | 29,215 | 9.25 | ||||
| 2025-08-08 | 13F | 老西部投资管理有限责任公司 | 1,559 | 0.00 | 228 | 10.19 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 11,832 | 15.43 | 1,728 | 27.27 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 7,786 | 1.54 | 1,137 | 11.92 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 5,586 | 816 | ||||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 4,147 | 0.00 | 606 | 10.20 | ||||
| 2025-05-09 | 13F | 进化顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | 财务与税务建筑师有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | FCG投资公司 | 5,579 | 815 | ||||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 3,527 | 0.00 | 445 | 0.00 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 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 | 36,310 | -15.25 | 4,580 | -17.11 | ||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154,800 | 8.04 | 21,127 | 10.88 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 9,156 | 50.57 | 1,337 | 65.96 | ||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 60,000 | 25.00 | 7,568 | 22.27 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 5,740 | -5.25 | 838 | 4.49 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 315 | 200.00 | 46 | 246.15 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 277,277 | 1,065.42 | 40,488 | 1,184.89 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 明思投资有限公司 | 14,559 | -1.13 | 2,126 | 8.97 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 200 | 0.00 | 29 | 11.54 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 243 | 42.94 | 35 | 59.09 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 24,380 | -2.94 | 3,560 | 6.97 | ||||
| 2025-08-07 | 13F | 第1620章 | 12,200 | 0.82 | 1,782 | 11.17 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 4,858 | 24.85 | 709 | 37.67 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,933 | 428 | ||||||
| 2025-07-14 | 13F | 机械银行信托部 | 8,018 | -29.06 | 1,171 | -21.84 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 287,418 | 2.95 | 41,969 | 13.49 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 3,000 | -40.00 | 438 | -33.84 | |||
| 2025-07-30 | 13F | 财务视角公司 | 362 | 0.00 | 53 | 10.64 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 9,000 | 80.00 | 1,314 | 98.49 | |||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 77,137 | -13.29 | 11,264 | -4.42 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 2,422 | 0.00 | 354 | 10.31 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 10,890 | -6.84 | 1,590 | 2.71 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 54 | 0.00 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 236 | -64.46 | 22 | 5.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 104,400 | 13.11 | 15,244 | 24.69 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 2,681 | 0.00 | 391 | 10.14 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,726 | 0.00 | 252 | 10.53 | ||||
| 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 | 51 | 15.91 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 2,731,407 | -11.65 | 398,840 | -2.60 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 425 | 0.00 | 62 | 10.71 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 3,708 | -18.11 | 541 | 3.44 | ||||
| 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 | 2,682,071 | -41.29 | 391,636 | -35.28 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 521,476 | -0.10 | 76,146 | 10.74 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 64,000 | 6.67 | 9,345 | 17.59 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 78 | 11 | ||||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 2,222 | 1.18 | 325 | 11.72 | ||||
| 2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 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 | 7,318 | -42.51 | 1,069 | -36.65 | ||||
| 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 | 77,127 | -4.20 | 11,262 | 16.31 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 4,320 | -7.10 | 631 | 2.27 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 4,538 | -52.17 | 663 | -47.29 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 247,761 | 0.00 | 36,178 | 10.24 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 3,519 | -54.35 | 514 | -49.76 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 8,164 | 18.54 | 1,192 | 30.70 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 16,699 | 2.50 | 2,439 | 12.97 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 703,610 | 4.90 | 88,746 | 2.60 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | Short | -30,000 | -0.00 | -3,784 | -2.20 | |||
| 2025-08-11 | 13F | 信托银行 | 25,331 | 3.73 | 3,699 | 14.35 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 2,680 | 7.41 | 391 | 18.48 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 10,880 | 0.35 | 1,589 | 10.58 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 6,705 | 1.16 | 979 | 11.63 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 56,969 | -0.80 | 8,319 | 9.35 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 2,919 | -28.74 | 387 | -18.39 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 39,637 | -3.05 | 5,788 | 6.87 | ||||
| 2025-08-19 | 13F | Marex 集团 | 1,770 | 258 | ||||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 康宁公司 | 252,663 | -9.44 | 36,894 | -0.17 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 1,626 | 0.00 | 237 | 10.23 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 13,587 | 5.71 | 1,984 | 16.51 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 13,162 | -7.19 | 1,922 | 2.29 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 144,539 | 18,231 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,821,344 | -0.82 | 265,953 | 9.34 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 5,649 | 12.98 | 825 | 24.47 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 8,452 | 0.61 | 1,119 | 15.12 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 14,800 | 25.42 | 2,161 | 38.26 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 517 | -43.87 | 75 | -38.02 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 56 | 8 | ||||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 14,594 | 0.52 | 2,131 | 10.82 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 58,057 | -23.08 | 8,477 | -15.20 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 4,309 | 0.00 | 629 | 10.35 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 611 | 21.96 | 89 | 34.85 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 17,140 | -7.67 | 2,503 | 1.79 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 3,440 | 0.00 | 502 | 10.33 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 2,819 | 0.00 | 412 | 10.19 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 65,424 | -1.52 | 9,553 | 8.57 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 1,125 | 164 | ||||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 4,487,072 | -25.43 | 565,954 | -27.06 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 10,337 | -21.08 | 1,509 | -12.98 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 4,485 | 1.17 | 655 | 11.41 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 12,301 | 0.00 | 1,796 | 10.25 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 531 | 37.92 | 78 | 54.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 17,956 | -55.88 | 2,622 | -51.37 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 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 | 192 | 28 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 117 | 0.00 | 15 | -6.67 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 17,267 | -4.13 | 2,287 | 9.74 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 104,349 | -1.24 | 15,237 | 8.88 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 190,354 | 3.45 | 27,796 | 14.04 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 15,472 | -26.72 | 2,259 | -19.21 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 219,297 | 0.28 | 32,022 | 10.54 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 13,225 | -3.70 | 1,931 | 6.16 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 142 | 0.00 | 21 | 11.11 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,177,526 | 4.40 | 148,521 | 2.12 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,317,166 | 1.23 | 192,333 | 11.60 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 4,528 | -43.12 | 618 | -41.68 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 4,093 | 1.82 | 598 | 12.22 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 17,220 | 0.80 | 2,514 | 11.14 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 11,397 | 6.61 | 1,784 | 30.91 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 94,031 | 13,730 | ||||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 82,716 | 580.45 | 10,433 | 876.78 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 11,371 | -3.37 | 1,660 | 6.55 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,565,337 | 3.22 | 228,571 | 13.79 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 5,631 | 1.83 | 822 | 12.30 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 71,300 | -0.42 | 10,411 | 9.77 | |||
| 2025-08-05 | 13F | 好事达公司 | 2,656 | -94.26 | 388 | -93.69 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 34,200 | -65.97 | 4,994 | -62.49 | |||
| 2025-07-07 | 13F | 班戈储蓄银行 | 23,312 | -6.23 | 3,404 | 3.37 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 8,614 | -27.53 | 1,258 | -20.14 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 60,858 | 8,887 | ||||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 2,264 | 4.48 | 331 | 14.98 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 17,032 | -51.33 | 2,487 | -46.34 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 364,458 | -1.12 | 53,218 | 9.00 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 4,775 | -2.85 | 697 | 7.07 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 3,334 | 8.11 | 505 | 23.77 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 21,442 | 4.28 | 3,131 | 14.95 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 11 | 1 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 41,191 | -8.31 | 6,015 | 1.08 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 2,022 | -44.53 | 295 | -38.80 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 17,455 | -2.06 | 2,549 | 7.97 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 1,845 | -30.53 | 269 | -23.36 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 956 | -28.50 | 121 | -30.23 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 94,266 | -0.44 | 13,765 | 9.74 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 1,557 | 0 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 45,400 | -8.84 | 6,629 | 0.50 | |||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 21,869 | -3.48 | 3,193 | 6.40 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 2,425 | 0.00 | 354 | 10.28 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 2,591 | 0.00 | 378 | 10.20 | ||||
| 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 | 19,495 | 20.85 | 2,847 | 33.24 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 50,405 | 0.17 | 7,360 | 10.43 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 46,544 | 1.00 | 6,796 | 11.36 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 713 | 0.14 | 104 | 10.64 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 33,013 | -4.90 | 4,821 | 4.83 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 753,229 | -2.84 | 109,987 | 7.10 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 15,815,087 | -2.41 | 2,309,319 | 7.59 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 21,700 | -7.00 | 2,962 | -4.58 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 3,552 | -42.77 | 519 | -36.98 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,869 | 273 | ||||||
| 2025-08-13 | 13F | 普通养老金协会 PZU 股份公司 | 142,005 | 0.00 | 20,736 | 10.24 | ||||
| 2025-08-22 | NP | 三洲公司 | 32,500 | -55.17 | 4,746 | -50.59 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 6,533 | 12.64 | 954 | 24.09 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 19,658 | 31.42 | 2,870 | 44.88 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 34,620 | 5,055 | ||||||
| 2025-07-29 | 13F | 东北投资管理公司 | 15,508 | -3.61 | 2,264 | 6.24 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 222,252 | 0.59 | 32,453 | 10.89 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 24,967 | 5.70 | 3,646 | 16.53 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 551,920 | -13.32 | 81 | -4.76 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 49,884 | 1.25 | 7,284 | 8.34 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 18,312 | 15.46 | 2,674 | 27.29 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 2,589 | -20.58 | 378 | -12.30 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 610 | 0.00 | 89 | 11.25 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 9,948 | -16.47 | 1,453 | 145,100.00 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 21,969 | 56.37 | 3,208 | 72.42 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 350 | 0.00 | 51 | 10.87 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 290,991 | -1.69 | 42 | 7.69 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 34,974 | -2.35 | 5,107 | 7.63 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 45,133 | 0.52 | 6,160 | 3.15 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 64,583 | 3.58 | 9,430 | 14.18 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 2,600 | 0.00 | 375 | 11.64 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 13,174 | -1.86 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 5,144 | 1.22 | 751 | 11.59 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 7,755 | 2.07 | 1,132 | 12.52 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 2,652 | -9.58 | 334 | -11.64 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 58,633 | -0.51 | 8,562 | 9.67 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 300 | 0.00 | 44 | 10.26 | |||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 27,037 | 0.00 | 3,410 | -2.18 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 36,653 | -0.05 | 5,352 | 10.19 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 1,260 | -30.54 | 159 | -32.19 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 509,063 | -15.53 | 74,333 | -6.88 | ||||
| 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 | 113,584 | -14.07 | 16,586 | -5.27 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 3,808 | -6.16 | 556 | 3.54 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 313 | 0.00 | 46 | 9.76 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 437,168 | -1.69 | 63,835 | 8.37 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 2,729 | -6.54 | 389 | 0.78 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 71,000 | 0.00 | 10,367 | 10.24 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 4,213 | -12.39 | 615 | -3.45 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 85 | 4.94 | 0 | |||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 105 | 0.00 | 15 | 15.38 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 169,100 | -5.00 | 24,692 | 4.72 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 16,791 | 3.33 | 2,452 | 13.89 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 125 | -66.58 | 0 | |||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 417,246 | 7.81 | 60,926 | 18.85 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 28,608 | -86.26 | 4,177 | -84.85 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 3,270 | 100.00 | 477 | 120.83 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,251 | 132.71 | 444 | 139.46 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 78,753 | -0.85 | 11,500 | 9.30 | ||||
| 2025-07-09 | 13F | 企业银行 | 14,602 | -2.56 | 2,132 | 7.46 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 2,100 | 0.00 | 307 | 10.07 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 134,047 | -5.66 | 21,029 | 17.35 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 219,521 | -0.30 | 32,054 | 9.91 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,554 | -0.23 | 373 | 10.03 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 156 | 23 | ||||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 7,737 | -2.96 | 1,119 | 6.57 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 2,208 | -3.45 | 322 | 6.62 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 818,027 | 42.38 | 119,448 | 56.95 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,171 | 0.17 | 0 | |||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 4,142 | -0.50 | 605 | 9.62 | ||||
| 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 | 1,224,474 | 20.22 | 178,798 | 32.53 | ||||
| 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 | 21,227 | 0.00 | 3,100 | 10.25 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 8,979 | -75.72 | 1,311 | -73.23 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 1,662 | 243 | ||||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 16,142 | -4.24 | 2,357 | 5.60 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,963 | 38.65 | 433 | 52.65 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 165 | -64.44 | 24 | -60.66 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 4,041,381 | 7.66 | 590,122 | 18.68 | ||||
| 2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,559 | -17.20 | 8,551 | -8.72 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 45,049 | 6,578 | ||||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 10,000 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | Call | 600 | -14.29 | 88 | -4.40 | |||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 46,727 | 1.26 | 6,823 | 11.63 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 58,799 | -1.79 | 8,587 | 7.53 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 18,179 | 0.75 | 2,654 | 11.05 | ||||
| 2025-07-16 | 13F | FORM财富顾问有限责任公司 | 2,086 | 0.00 | 305 | 10.14 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 7,370 | 0.00 | 1,076 | 10.25 | ||||
| 2025-07-14 | 13F | 巴林金融有限责任公司 | 1,575 | -0.13 | 230 | 10.58 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 2,628 | 0.00 | 360 | 9.12 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 46,250 | 11.31 | 6,753 | 22.71 | ||||
| 2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 8,667 | 1,266 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 36,675 | -0.45 | 5,355 | 9.76 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 8,105 | 5.06 | 1,183 | 15.87 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 109,786 | 194.75 | 16,031 | 224.95 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 274,242 | -1.56 | 40,045 | 8.52 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 1,032,451 | -1.34 | 150,759 | 9.03 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 14,391 | -2.85 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | 中科威金融集团 | 104 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 35,384 | 12.58 | 5,167 | 24.09 | ||||
| 2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 2,613,850 | -13.58 | 329,685 | -15.47 | ||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 5,221 | 29.81 | 762 | 43.23 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 3,813 | 0.05 | 557 | 10.32 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 19,696 | 1.55 | 3 | 0.00 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 12,610 | -0.64 | 1,841 | 9.52 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 8,709 | 1.06 | 1,272 | 11.39 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 20,599,190 | 4.24 | 3,007,894 | 14.91 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 5,459 | 14.04 | 797 | 25.71 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1,162 | 0.00 | 180 | 16.99 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 4,845 | 3.33 | 611 | 1.16 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 84,125 | -0.25 | 12,284 | 9.96 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 12,326 | 2.76 | 1,800 | 13.29 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,274 | 0.00 | 1,402 | 2.64 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 3,074 | 1.79 | 449 | 12.28 | ||||
| 2025-07-22 | 13F | 遗产信托 | 52,419 | -5.43 | 7,654 | 4.25 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 81,450 | -1.58 | 11,116 | 1.00 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,499 | -0.48 | 365 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 3,135 | 0.61 | 458 | 10.92 | ||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 2,381 | 1.06 | 348 | 11.22 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 22,921 | -21.70 | 2,891 | -23.40 | ||||
| 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 | 1,050 | -4.11 | 153 | 5.52 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 11,137 | 0.00 | 1,520 | 2.57 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 9,650 | 18.93 | 1,409 | 31.19 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 4,408 | 2.63 | 643 | 13.20 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 198 | 25 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 36,746 | -91.68 | 5,366 | -85.56 | ||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 4,426 | -63.23 | 646 | -59.47 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 517,778 | 1.32 | 75,857 | 12.06 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 81,164 | 13.92 | 11,852 | 25.58 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 677 | 0.00 | 99 | 10.11 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 17,275 | 0.17 | 2,522 | 10.42 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 70,329 | -29.64 | 10,269 | -22.43 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 9,780 | 0.71 | 1,428 | 11.04 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 26,761 | 12.55 | 3,908 | 24.07 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 12,134 | -0.48 | 1,772 | 9.73 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 11,834,422 | 1.31 | 1,728,062 | 11.68 | ||||
| 2025-05-27 | NP | 保诚系列基金 - I 类股票投资组合 | 639,321 | -14.40 | 84,684 | -2.01 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 186 | 26.53 | 27 | 42.11 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 2,288 | 13.49 | 334 | 25.09 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 774 | -21.50 | 106 | -19.85 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 14,049 | -8.17 | 2,052 | 1.23 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 26,694 | 2.73 | 3,898 | 13.25 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 40,700 | -89.95 | 5,943 | -88.92 | |||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 1,704 | 0.35 | 249 | 10.71 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,174 | -7.73 | 433 | -5.25 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 6,290 | -1.78 | 918 | 8.25 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 31,793 | 0.29 | 4,642 | 10.55 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 15,597 | -63.63 | 2,278 | -59.91 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 2,442 | 9.61 | 357 | 20.68 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 562 | 1,148.89 | 82 | 1,540.00 | ||||
| 2025-07-31 | 13F | 赛布鲁克资本 /nc | 84,830 | -0.59 | 12,387 | 9.59 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 14,408 | 98.18 | 2,104 | 118.61 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 3,465 | 506 | ||||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 28,913 | 3,647 | ||||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 8,008 | 1,061 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -143 | -21 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,561 | -3.68 | 2,710 | 6.19 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 186,324 | 0.65 | 27,207 | 10.95 | ||||
| 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 | 9,600 | 1,402 | ||||||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 46,696 | 0.00 | 6,819 | 10.23 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,708 | 44.84 | 833 | 59.58 | ||||
| 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 | 6,965 | 1.28 | 1,017 | 11.76 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 473,384 | 69,124 | ||||||
| 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 | 44,315 | 0.00 | 5,589 | -2.19 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 16,506 | -1.35 | 2,410 | 8.75 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 539 | 19.51 | 79 | 32.20 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 7,849 | -34.38 | 1,146 | -27.65 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 2,407 | -4.94 | 351 | 4.78 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 49,669 | -0.26 | 7,253 | 9.95 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 15,863 | -1.83 | 2,316 | 8.22 | ||||
| 2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 4,681 | -52.02 | 639 | -50.81 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 745 | -79.45 | 94 | -71.82 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 2,552 | 0.67 | 373 | 11.04 | ||||
| 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 | 2,051,769 | 0.00 | 258,790 | -2.19 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 29,008 | 3.32 | 4,236 | 13.87 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 257 | -54.27 | 38 | -50.00 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 9,557 | -12.21 | 1,396 | -3.19 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 4,429 | -21.62 | 647 | -13.64 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 651,472 | 3.50 | 95,128 | 14.10 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 23,509 | -0.50 | 3,433 | 9.68 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 340,439 | -1.59 | 49,711 | 8.48 | ||||
| 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 | 2,520 | 0.00 | 344 | 2.39 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 10,015 | -0.65 | 1,462 | 9.51 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 5,364 | -39.38 | 783 | -33.19 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 209,429 | -5.72 | 30,581 | 3.93 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,500 | -64.97 | 731 | -42.85 | ||||
| 2025-08-14 | 13F | Xponance公司 | 187,287 | 3.46 | 27,348 | 14.06 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 2,286 | -80.07 | 334 | -78.08 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 2,643 | 0.00 | 386 | 10.00 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 11,017 | 8.89 | 1,609 | 20.00 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 1,422 | 208 | ||||||
| 2025-03-27 | NP | TLORX - Transamerica 大价值机会 R | 13,683 | -13.85 | 1,764 | 23.18 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 11,000 | 1,606 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 64,820 | 0.16 | 9,465 | 10.42 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 94 | 0.00 | 14 | 8.33 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 250 | -18.03 | 37 | -10.00 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 469 | 0.00 | 68 | 9.68 | ||||
| 2025-03-27 | NP | SJVCX - Steward 大盘价值基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 6,295 | -2.49 | 919 | 7.49 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 1,380 | -91.36 | 201 | -90.50 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 551,953 | 36.99 | 81 | 50.94 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 1,000 | -60.00 | 146 | -55.89 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 14,680 | -3.76 | 2,144 | 6.09 | ||||
| 2025-08-14 | NP | DFMAX - 戴维森多股股票基金 A 类 | 24,283 | -1.57 | 3,546 | 8.51 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 8,851 | 4.26 | 1,292 | 14.95 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 192,559 | -33.71 | 28,250 | -26.57 | ||||
| 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 | 5,070 | -26.76 | 639 | -28.36 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 3,265 | 0.31 | 0 | |||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 1,120 | 164 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 1,920 | 1.80 | 280 | 12.45 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 8,353 | 15.48 | 1,220 | 27.24 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 12,894 | -1.57 | 1,883 | 8.47 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 2,000 | 0.00 | 292 | 10.61 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 10,337 | -21.08 | 1,509 | -12.98 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 117,092 | 34.41 | 17,098 | 48.17 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 139,999 | -4.83 | 20,443 | 4.92 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 94,327 | -2.18 | 13,774 | 7.83 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 225 | -83.78 | 33 | -82.51 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 17,832 | -13.35 | 2,604 | -4.51 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,435 | 209 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,400 | -12.50 | 204 | -3.32 | |||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 13,857 | 3.31 | 2,023 | 13.91 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 3,880 | 0.08 | 567 | 13.65 | ||||
| 2025-05-01 | 13F | 沿海投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 独立顾问联盟 | 45,531 | 1.79 | 6,648 | 12.22 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 69 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 36,115 | -1.11 | 5,274 | 9.01 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 3,431 | 7.19 | 498 | 17.45 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 3,896 | 0.57 | 569 | 10.72 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 115 | 0.00 | 11 | 22.22 | ||||
| 2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一基金会顾问 | 12,582 | 41.69 | 1,837 | 56.21 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,848 | 21.34 | 233 | 51.30 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 16,828 | -19.04 | 2,457 | -10.75 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 2,982 | 0.10 | 435 | 10.41 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 89,037 | 1.98 | 11,230 | -0.25 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80 | 23.08 | 10 | 25.00 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 322 | 47 | ||||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 25,866 | -2.41 | 3,777 | 7.58 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 1,056,105 | 2.57 | 154,212 | 13.07 | ||||
| 2025-05-12 | 13F | 金刚狼资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 119,429 | 11.60 | 17,439 | 23.03 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 50,231 | 4,413.12 | 6,336 | 6,938.89 | ||||
| 2025-07-31 | 13F | 圣天诺信托公司Lba | 5,551 | 0.00 | 1 | |||||
| 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 | 3,639 | 50.19 | 459 | 46.79 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 475,541 | 65.23 | 69,438 | 82.14 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 55,036 | 13.45 | 8,036 | 25.07 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 4,712 | -5.89 | 688 | 3.77 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 9,761 | 0.35 | 1,425 | 10.64 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 2,512 | -2.56 | 367 | 7.33 | ||||
| 2025-08-14 | 13F | 执政官合伙人有限责任公司 | 101,000 | 0.00 | 14,748 | 10.24 |
