机构投资人持股和股东
AT&T Inc. (CL:T) 有 4047 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 5,544,194,757 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Newport Trust Co, Kingstone Capital Partners Texas, LLC, Geode Capital Management, Llc, GQG Partners LLC, and Morgan Stanley .
AT&T Inc. (SNSE:T)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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,223 | 0.00 | 35 | 2.94 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,272,782 | 1.97 | 65,774 | 4.35 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 1,350 | 0.00 | 39 | 2.63 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 4,378 | -19.95 | 127 | -18.18 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 10,373 | 0.00 | 300 | 2.39 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 18,812 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 联合银行 | 68,657 | -10.29 | 1,987 | -8.23 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 5,250 | 36.65 | 152 | 39.81 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 8,105 | 2.96 | 225 | 4.65 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 600 | -14.29 | 17 | -10.53 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 2,720 | 27.70 | 79 | 30.00 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 842 | 3.82 | 23 | 21.05 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 11,306 | 27.35 | 327 | 30.28 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 34,419 | -2.99 | 996 | -0.70 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 37,843 | 0.00 | 1,052 | 1.45 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 65,740 | 1,903 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 35,156 | -3.94 | 1,017 | -1.64 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 834 | 0.00 | 24 | 4.35 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 143 | 4 | ||||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 12,008 | -0.46 | 348 | 1.76 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 67,837 | 5.36 | 1,963 | 7.86 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 5,586 | -17.04 | 162 | -15.26 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 21,278 | 27.52 | 616 | 30.57 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 136,017 | -1.41 | 3,936 | 0.90 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 21,306 | 0.00 | 617 | 2.33 | ||||
| 2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 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 | 27,199 | 787 | ||||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,090 | -19.26 | 32 | -18.42 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 96,206 | 46.83 | 2,784 | 50.32 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 7,185 | 1.77 | 208 | 4.02 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 6,100 | 1.67 | 177 | 4.14 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 11,148 | 0.00 | 0 | |||||
| 2025-08-26 | NP | PRMTX - T. Rowe Price 通信与技术基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,853,300 | -34.94 | 227,275 | -33.42 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 17,047 | -3.16 | 493 | -0.80 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 7,536 | 218 | ||||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 14,569 | 421 | -80.40 | |||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 26,650 | 3.84 | 771 | 6.34 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 52,947 | 3.38 | 1,532 | 5.80 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 465 | 0.00 | 13 | 0.00 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 258,895 | 0.00 | 7,171 | 16.73 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 1,601,181 | -0.65 | 46,338 | 1.67 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 616,575 | 20.65 | 17,141 | 22.37 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 20,824 | 0.00 | 602 | 2.38 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 406,068 | 189.74 | 11,752 | 196.52 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 603,943 | 27.41 | 17,478 | 30.39 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 15,799 | 6.85 | 457 | |||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 19,752 | -0.79 | 572 | 1.42 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 81 | 2 | ||||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 360,460 | 5.61 | 10,021 | 7.11 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 528,116 | -12.45 | 15,283 | -10.41 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 279,639 | 1.19 | 8,093 | 3.56 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 9,796 | 0.64 | 283 | 2.91 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 16,270,803 | -0.13 | 470,877 | 2.21 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 21,944 | 6.22 | 635 | 8.73 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 17,694 | -1.28 | 1 | |||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 47,984 | -2.44 | 1,389 | -0.14 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 252,385 | 11.78 | 7,016 | 13.38 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 7,149 | -0.89 | 207 | 1.48 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 15,469 | 2.19 | 448 | 4.44 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 372,537 | 6.72 | 10,781 | 9.21 | ||||
| 2025-08-07 | 13F | 第1620章 | 25,922 | -0.10 | 750 | 2.32 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 77,189 | 2,234 | ||||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 43,975 | -2.79 | 1,273 | -0.55 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 69,102 | 90.36 | 1,888 | 87.86 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 1,389,406 | -13.59 | 40,209 | -11.57 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 33,626 | -1.75 | 973 | 0.62 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 2,734 | 74 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 91,353 | 39.18 | 2,644 | 42.40 | ||||
| 2025-05-09 | 13F | CenterBook 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 234 | 6 | ||||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 15,214 | -2.28 | 440 | 0.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 6,923 | -77.03 | 200 | -76.53 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 42,510 | -56.93 | 1,182 | -56.34 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 10,201 | -21.14 | 295 | -19.18 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 7,482 | 217 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 10,300 | 0.44 | 298 | 2.76 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 43,796 | 1,267 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 82,594 | 0.92 | 2,390 | 3.28 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 35,900 | -60.29 | 1,039 | -59.41 | |||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 93,646 | 134.48 | 2,710 | 270,900.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 260,700 | -38.18 | 7,542 | -36.79 | |||
| 2025-08-14 | 13F | DeepCurrents 投资集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 34,682 | -0.66 | 985 | 6.60 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 233,873 | -8.07 | 6,502 | -6.77 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 864,546 | -8.90 | 25,020 | -6.77 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 470,100 | 14 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 340,300 | 223.17 | 10 | 350.00 | |||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 133,614 | 166.71 | 3,867 | 239.12 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 2,508 | 58.33 | 69 | 86.49 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 24,020,421 | -9.67 | 695 | -7.58 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 109,433 | 0.00 | 3,167 | 2.33 | ||||
| 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 | 121,849 | 6.69 | 3,526 | 9.20 | ||||
| 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 | 7,851 | -41.34 | 227 | -39.95 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 31,669 | -2.34 | 916 | -0.11 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 7,646 | 3.25 | 221 | 5.74 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 363,960 | 8.35 | 10,118 | 9.89 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 38,752 | -9.91 | 1,121 | -7.81 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 49,238 | 1,425 | ||||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 15,147 | -0.33 | 438 | 2.10 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 7,409 | 0.11 | 0 | |||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 13,118 | 0.41 | 380 | 2.71 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 53,293 | 1,542 | ||||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 366,614 | -0.48 | 10,192 | 0.93 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Gsa资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 3,591 | 0.00 | 104 | 1.98 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 11,514 | 1.86 | 333 | 4.72 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 60,884 | -2.45 | 1,762 | -0.17 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 25,269 | 1.71 | 731 | 4.13 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 24,782 | 717 | ||||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 10,000 | 0.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 11,131 | 287.17 | 322 | 297.53 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 7,827 | 5.37 | 227 | 7.62 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 21,016 | -0.81 | 608 | 1.50 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 301,961 | 0.00 | 8,395 | 1.43 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 450,645 | 2.44 | 13,042 | 4.83 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 3,284,062 | 2.81 | 95,039 | 5.21 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 240,779 | 5.84 | 6,968 | 8.32 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 5,340 | 22.42 | 155 | 25.20 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 55,181 | 20.78 | 1,597 | 23.53 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 101,000 | 0.00 | 2,923 | 2.31 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 1,188,484 | 0.00 | 34,395 | 2.33 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | MVPA-Miller Value Partners 增值 ETF | 86,898 | -1.28 | 2,457 | 22.60 | ||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 45,612 | -18.86 | 1,290 | 0.70 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 122,950 | -4.72 | 3,558 | -2.49 | ||||
| 2025-05-02 | 13F | 认可投资者服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 美国国家银行 | 37,928 | 20.32 | 1,098 | 23.12 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 5,061,744 | -2.41 | 146,487 | -0.13 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 8,465 | -95.69 | 234 | -94.98 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 235,550 | -65.97 | 6,817 | -65.18 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 18,712 | -20.86 | 542 | -19.01 | ||||
| 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 | 23,994 | 53.22 | 667 | 55.48 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 54,506 | -0.05 | 1,577 | 2.27 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 568,009 | -12.89 | 15,734 | 1.68 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 22,852 | 2.24 | 661 | 4.59 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 20,876 | 5.10 | 604 | 7.66 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 479,068 | 143.35 | 13,864 | 149.04 | ||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 11,014 | 0.01 | 319 | 2.25 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 35,158 | -8.18 | 977 | -6.86 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 13,794 | 0.01 | 399 | 2.31 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 129,992 | -15.06 | 3,762 | -13.08 | ||||
| 2025-05-08 | 13F | 资本管理协会/纽约/ | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 22,186 | -19.36 | 642 | -17.48 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 64,226 | -3.34 | 1,859 | -1.12 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 13,700 | -82.60 | 396 | -82.21 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 11,878 | 0.39 | 344 | 2.69 | ||||
| 2025-05-30 | NP | WBIY - WBI功率因数高股息ETF | 130,302 | -4.88 | 3,685 | 18.11 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 35,389 | 22.10 | 1,024 | 25.03 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,206,655 | 17.40 | 33,875 | 16.96 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 116,591 | 1.16 | 3,374 | 3.53 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 847,357 | -17.41 | 24,523 | -15.48 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 16,882 | 0.05 | 489 | 2.31 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 15,698 | -7.20 | 504 | -16.42 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 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 | 281,028 | -12.92 | 8,133 | -10.89 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 9,361 | -1.81 | 271 | 0.37 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 83,419 | -15.74 | 2,319 | -14.52 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 32,840 | 74.40 | 950 | 78.57 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 9,990 | 0.04 | 289 | 2.48 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 34,976 | -6.62 | 1,012 | -4.44 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 121,576 | 0.00 | 3,518 | 2.33 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 144,683 | 21.34 | 4,187 | 24.17 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 584,287 | 5.51 | 16,909 | 7.97 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 11,341 | 311 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 2,107,872 | -12.72 | 61,003 | -10.68 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 687,179 | 63.41 | 19,887 | 67.22 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 13,110 | -1.25 | 379 | 1.07 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 11,448 | 331 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 398,506 | -1.23 | 11,533 | 1.07 | ||||
| 2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 54,682 | -8.35 | 1,582 | -6.22 | ||||
| 2025-07-30 | 13F | 特里卡迪亚资本管理有限公司 | 254,700 | 69.80 | 7,371 | 73.76 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 2,052,854 | -0.19 | 59 | 1.72 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 17,900 | 4.68 | 518 | 7.25 | |||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 786,021 | 8.31 | 21,773 | 26.43 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 83,111 | -2.55 | 2,405 | -0.25 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 44,027 | 488.28 | 1,051 | -4.02 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 7,550 | 0.00 | 218 | 2.35 | ||||
| 2025-07-18 | 13F | 联合银行 | 44,874 | -3.81 | 1,299 | -1.59 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 12,383 | -7.54 | 0 | |||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 10,000 | 100.00 | 289 | 104.96 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 12,414 | -67.43 | 348 | -67.78 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 2,766 | 0.00 | 80 | 2.56 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 45,818 | 4.82 | 1,326 | 7.20 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 397,806 | -2.42 | 10,904 | -5.42 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 14,106 | 1.76 | 408 | 4.08 | ||||
| 2025-08-15 | 13F | 库克森财富有限责任公司 | 1 | 0 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 30,749 | -14.06 | 890 | -12.07 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 20,645 | -4.90 | 597 | -2.61 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 519,498 | 15,034 | ||||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 141,923 | 9.83 | 3,931 | 28.21 | ||||
| 2025-08-13 | 13F | 堡垒金融解决方案有限责任公司 | 31,532 | 1.43 | 913 | 3.75 | ||||
| 2025-08-19 | 13F | Marex 集团 | 41,401 | 1,198 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 327 | 9 | ||||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 27,141 | 37.80 | 785 | 41.19 | ||||
| 2025-06-25 | NP | 道衡全球公用事业收入基金公司 | 495,000 | 0.00 | 13,712 | 16.73 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 410 | 0.00 | 12 | 0.00 | ||||
| 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 | 225,142 | -17.09 | 6,236 | -3.21 | ||||
| 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 | 240,744 | 6,967 | ||||||
| 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 | 795 | -4.79 | 23 | 4.55 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 9,335 | 0.68 | 270 | 3.05 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 103,073 | -0.52 | 2,983 | 1.77 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 187,091,052 | -1.41 | 5,414,415 | 0.89 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 106,458 | 32.39 | 3,081 | 35.44 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 66,983 | -29.37 | 1,938 | -27.71 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 7,772 | 220 | ||||||
| 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 | 305,583 | -2.65 | 8,844 | -0.38 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 7,175 | 25.11 | 201 | 24.07 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 1,126,527 | -4.90 | 32,602 | -2.68 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 34,624 | -2.67 | 1,002 | -0.40 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 223,700 | -2.19 | 6,474 | 0.09 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 13,535 | 0.00 | 392 | 2.36 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 378,555 | -0.18 | 5,886 | 1.92 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 380,872 | -14.28 | 10,550 | 0.06 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 573,972 | -9.53 | 16,611 | -7.42 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 20,000 | 0.00 | 579 | 2.30 | ||||
| 2025-08-14 | 13F | 安盛公司 | 1,034,621 | 6.98 | 29,942 | 9.47 | ||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 10,806 | -14.35 | 304 | -10.36 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 1,820 | -5.16 | 53 | -3.70 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 947,747 | -47.16 | 27,428 | -45.93 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 467,054 | -3.27 | 13,517 | -1.01 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 78,983 | 8.79 | 2,286 | 11.30 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 42,569 | -6.61 | 1,232 | -4.50 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 11,218 | -15.05 | 325 | -13.14 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 10,001,296 | -47.96 | 277,036 | -39.25 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 21,381 | -22.09 | 619 | -20.36 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 2,272,546 | -9.84 | 65,767 | -7.73 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 950,845 | -0.89 | 28 | 0.00 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 44,386 | -4.54 | 1,285 | -2.28 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 868,887 | -4.89 | 25,146 | -2.67 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 4,395 | 0.00 | 122 | 16.35 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 188,986 | 5,254 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 55,300 | -37.37 | 1,600 | -35.92 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 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 | 117,400 | -38.35 | 3,264 | -37.48 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 20,395 | 39.57 | 590 | 42.86 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 86,979 | -4.29 | 2,517 | -2.06 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 10,178 | 36.09 | 295 | 39.34 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 93,263 | 6.76 | 2,699 | 13.21 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 1,004,301 | -5.05 | 29,064 | -2.83 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 12,127 | 6.70 | 350 | 9.03 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 15,614 | 126.49 | 434 | 130.85 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 366,858 | -11.09 | 10,617 | -9.02 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 11,980 | 0.85 | 347 | 3.28 | ||||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 12,394 | -4.68 | 359 | -2.45 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 48,579 | 6.01 | 1,406 | 8.49 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 136,438 | -33.67 | 3,949 | -32.12 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 107,740 | 29.65 | 3,118 | 32.64 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 118,517 | 10.29 | 3,283 | 28.71 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 2,074 | 0.14 | 60 | 3.45 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 54,387 | -15.19 | 2 | 0.00 | ||||
| 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 | 88,622 | -58.53 | 2,455 | -51.61 | ||||
| 2025-08-22 | NP | 三洲公司 | 340,000 | -2.86 | 9,840 | -0.60 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 14,910 | 2.50 | 431 | 4.87 | ||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 11,075 | 0.26 | 320 | 9.25 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 269,694 | -40.50 | 7,805 | -39.12 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 1,469,336 | 2.17 | 42,523 | 4.55 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 419 | 0.00 | 12 | 9.09 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 9,771 | 2.11 | 283 | 4.44 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 459,082 | 20.07 | 13,286 | 22.87 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 11,194 | 313 | ||||||
| 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 | 227,755 | -34.11 | 6,591 | -32.57 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 10,356 | 0.95 | 0 | |||||
| 2025-07-11 | 13F | 贝尔银行 | 308,905 | -19.57 | 8,940 | -17.70 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 2,372 | 53.73 | 69 | 58.14 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 59,200 | -81.19 | 1,713 | -80.76 | |||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 42,417 | 17.93 | 1,228 | 20.65 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 171,229 | -44.64 | 4,760 | -43.85 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 3,270,300 | 43.86 | 94,642 | 47.22 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 144,200 | -29.28 | 4,173 | -27.63 | |||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 58,674 | -2.94 | 1,698 | -0.64 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 102,260 | -54.76 | 2,959 | -53.71 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 190,778 | -0.30 | 5,521 | 2.03 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 10,141 | -4.19 | 293 | -2.01 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 64,490 | -0.15 | 1,866 | 2.19 | ||||
| 2025-08-06 | 13F | 帕拉贡资本管理公司 | 14,500 | -3.33 | 420 | -1.18 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 30,782 | 4.43 | 891 | 6.84 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,969,677 | 0.00 | 109,960 | 16.73 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 610,205 | 27.16 | 16,903 | 48.43 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 8,301 | 220 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 42,334 | 2.03 | 1,225 | 4.43 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 278,084 | 21.58 | 8,048 | 24.41 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 286,351 | -11.72 | 7,961 | -10.46 | ||||
| 2025-06-25 | NP | Dnp精选收入基金公司 | 2,584,500 | 0.00 | 71,591 | 16.73 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 15,275 | -31.28 | 442 | -29.62 | ||||
| 2025-07-24 | 13F | 康宁公司 | 44,132 | -23.50 | 1,277 | -21.70 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 55,984 | -9.30 | 1,620 | -7.16 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 6,241 | -17.73 | 181 | -15.89 | ||||
| 2025-08-27 | NP | PFPFX - 杨林伙伴基金A类 | 582,000 | -1.36 | 16,843 | 0.95 | ||||
| 2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 3,814,531 | 0.00 | 106,044 | 1.42 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 52,010 | -10.90 | 1,505 | -8.79 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 135,834 | 18.39 | 3,776 | 20.10 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 20,951 | 0.00 | 606 | 2.36 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 56,521,164 | 5.97 | 1,635,270 | 8.41 | ||||
| 2025-08-11 | 13F | 信托银行 | 171,616 | 0.58 | 4,967 | 2.92 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 32,138 | -0.02 | 930 | 2.31 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 21,169 | 2.84 | 613 | 5.15 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 398,207 | 2.36 | 11,524 | 4.74 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 61,204 | -3.98 | 1,771 | -1.72 | ||||
| 2025-05-27 | NP | FFNLX - 通信服务组合初始类 | 508,300 | 8.52 | 14,375 | 34.78 | ||||
| 2025-07-10 | 13F | 管理顾问有限责任公司 | 8,250 | -7.39 | 239 | -5.18 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 10,449 | 302 | ||||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 324,104 | 1.50 | 9,380 | 3.86 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 399,857 | 4.41 | 12 | 10.00 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 203,854 | 2.25 | 5,900 | 4.65 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 27,313 | 0.19 | 790 | 2.60 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 187,865 | 7.71 | 5,437 | 10.22 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 867,023 | 0.00 | 25,092 | 2.33 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 9,790 | -10.63 | 0 | |||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 85,164 | -1.37 | 2,465 | 1.27 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 73,022 | 5.11 | 2,113 | 7.59 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 38,512 | 2.00 | 1,115 | 4.40 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 3,554,964 | 2.72 | 102,881 | 5.12 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 10,735 | 0.00 | 311 | 2.31 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 1,265,585 | 0.00 | 36,626 | 2.34 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 7,751 | 26.73 | 215 | 28.74 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 58,162 | -49.22 | 1,611 | -25.42 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 11,122 | -20.94 | 321 | -19.14 | ||||
| 2025-08-04 | 13F | NBZ 投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 41,997 | 45.43 | 1,163 | 69.78 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 99,104 | 11.21 | 2,755 | 12.82 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 208,314 | -32.68 | 6,029 | -31.11 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 21,073 | 68.61 | 610 | 72.52 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 11,806 | 4.08 | 342 | 6.56 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 28,502 | -5.79 | 806 | 17.15 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | 港湾集团有限公司 | 23,003 | 0.05 | 666 | 2.31 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 381,808 | 4.90 | 10,614 | 6.40 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 131,396 | -30.09 | 3,640 | -18.39 | ||||
| 2025-08-27 | NP | IPFCX - 杨林基石基金投资者类别 | 30,000 | 0.00 | 868 | 2.36 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 69,833 | -6.16 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 64 | 0.00 | 2 | |||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 159,134 | -23.07 | 4,408 | -10.19 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 53,232 | -31.28 | 1,475 | -19.80 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 72,662 | -0.77 | 2,103 | 1.55 | ||||
| 2025-08-29 | NP | 埃尔斯沃斯成长与收入基金有限公司 | 60,000 | 0.00 | 1,736 | 2.36 | ||||
| 2025-03-26 | NP | NULC - Nuveen ESG 大盘 ETF | 14,533 | 5.02 | 345 | 10.61 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 35,751 | 0.00 | 1,035 | 2.27 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -1,775,756 | -23.36 | -51,390 | -21.57 | |||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 8,706 | 1.01 | 252 | 3.29 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 77,447 | 3.98 | 2,153 | 5.49 | ||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 33,526 | 0.01 | 970 | 2.43 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 15,926 | -53.04 | 461 | -52.03 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 172,991 | 9.25 | 5,006 | 11.79 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 11,812 | -43.53 | 342 | -42.30 | ||||
| 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 | 107,014 | 20.88 | 3,097 | 23.69 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 242,396 | 0.17 | 6,739 | 1.58 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 147,939 | 4.60 | 4,281 | 7.05 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 7,228 | 0.01 | 209 | 2.45 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 7,792 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 18,116 | 0.00 | 523 | 2.15 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 18,251 | 48.62 | 528 | 52.16 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 67,167 | 7.20 | 1,885 | 6.38 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 布鲁斯公司 | 673,000 | 0.00 | 19,477 | 2.33 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 142,234 | -80.80 | 4,116 | -80.35 | ||||
| 2025-05-15 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 94,400 | -7.36 | 2,732 | -5.21 | |||
| 2025-08-14 | 13F | 曼氏集团 | Put | 55,700 | -45.34 | 1,612 | -44.08 | |||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 14,133 | 0.04 | 409 | 2.51 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,025,231 | -6.84 | 250,901 | -5.52 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 543,365 | -2.42 | 15,725 | -0.14 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 58,217 | -44.65 | 1,685 | -43.38 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 4,317 | 31.74 | 125 | 34.78 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 16,199 | -16.24 | 469 | -14.29 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 13,398 | -21.15 | 388 | -19.37 | ||||
| 2025-08-07 | 13F | 媒体合作伙伴 | 935,304 | 0.00 | 27,068 | 2.33 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 1,092 | -2.33 | 32 | 14.81 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 7,761 | -4.46 | 225 | -2.18 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 10,200 | -88.55 | 295 | -88.29 | |||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 13,943 | 6.57 | 404 | 8.92 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 9,508 | 0.64 | 275 | 3.00 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 21,100 | -75.66 | 611 | -75.11 | |||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 207,063 | 1.81 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,226 | 0.25 | 35 | 2.94 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 4,115 | 4.36 | 119 | 7.21 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 10,889 | 7.89 | 315 | 10.53 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 180,000 | 9.09 | 5,209 | 11.64 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 71,260 | -0.51 | 2,062 | 1.83 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 69,429 | -3.61 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 27,481,441 | -0.37 | 795,313 | -89.80 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 8,192 | 0.00 | 237 | 2.60 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 199,989 | -26.60 | 5,788 | -24.89 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 306,856 | 3.54 | 8,880 | 5.95 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 20,605 | 0.87 | 596 | 3.29 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 219,333 | -1.03 | 6,347 | 1.28 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 61,310 | -6.70 | 1,774 | -4.52 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 16,128 | 467 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 226,811 | 6,564 | ||||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 546,770 | -1.35 | 15,824 | 0.95 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 397 | 0.00 | 11 | 0.00 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 442 | -97.80 | 12 | -97.48 | ||||
| 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 | 431,242 | 0.00 | 11,989 | 1.42 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 401,469 | 28.00 | 11,619 | 30.98 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 25,930 | 7.58 | 750 | 10.13 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 1,609 | 201.31 | 47 | 206.67 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 14 | 0.00 | 0 | |||||
| 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 | 106,734 | 14.27 | 3,089 | 16.93 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 41,857 | 20.67 | 1,184 | 49.94 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 267,404 | 0.72 | 7,739 | 4.85 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 76,839 | 8.34 | 2,224 | 10.87 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 6,595 | 71.48 | 183 | 100.00 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 276,787 | 25.97 | 7,667 | 47.06 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 550,302 | 21.50 | 15,298 | 23.23 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 19,475 | -6.04 | 564 | -3.92 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 1,267,079 | 8.45 | 36,669 | 10.98 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 39,624 | 1,204.71 | 1,098 | 1,423.61 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 171,735 | 5.58 | 4,970 | 8.07 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 8,116 | 235 | ||||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,579 | 2,071 | ||||||
| 2025-08-19 | 13F | 怀俄明州 | 26,870 | -1.99 | 778 | 0.26 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 805,983 | 9.50 | 22,406 | 11.06 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 29,910 | -18.68 | 831 | -17.56 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,366 | -7.34 | 270 | -2.54 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 22,838 | 4.33 | 661 | 6.62 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 529,208 | 5.05 | 15,315 | 7.50 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 18,008 | -21.15 | 499 | -7.95 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 660 | 19 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 154,286 | -0.45 | 4,465 | 1.89 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 9,132 | 0.16 | 264 | 2.72 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 477,204 | 0.00 | 13,810 | 2.33 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 7,887 | -4.49 | 228 | -2.15 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 2,318,948 | 8.50 | 67,110 | 11.03 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 48,565 | -0.63 | 1,405 | 1.66 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 23,295 | 1.69 | 674 | 4.17 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 15,803,362 | -5.96 | 456,316 | -3.96 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 51,852 | -7.01 | 1,501 | -4.82 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 559,200 | 133.58 | 16,007 | 136.51 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 225,800 | -43.84 | 6,464 | -43.13 | |||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 142,300 | 130.26 | 4,118 | 135.72 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 8,855 | 10.03 | 256 | 12.78 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 55,069 | 0.00 | 1,594 | 2.31 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 183,810 | -11.69 | 5,110 | -10.43 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 43,615 | 1.29 | 1,262 | 3.70 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 11,960 | -63.09 | 346 | -62.23 | ||||
| 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 | 671,900 | 44.65 | 19,445 | 48.02 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 717 | 0.00 | 20 | -5.00 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 129,067 | 9.92 | 3,735 | 12.50 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 62,864 | -16.39 | 1,819 | -14.44 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 347,558 | 0.35 | 9,662 | 20.46 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 12,254 | -21.91 | 355 | -20.09 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 2,535 | 1.00 | 73 | 4.29 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 48,749 | -2.48 | 1,411 | -0.21 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 170,311 | -17.06 | 5 | -20.00 | ||||
| 2025-05-30 | NP | TRIFX - Catalyst/SMH 总回报收益基金 A 类 | 16,602 | 0.00 | 470 | 24.07 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 12,718 | 4.02 | 368 | 6.67 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 7,342 | -37.82 | 212 | -36.34 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 2,880 | 204.76 | 80 | 220.00 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 155,883 | 27.76 | 5 | 33.33 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 465 | 0.00 | 13 | 0.00 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 7,687 | 0.00 | 222 | 2.30 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 111,625 | 42.47 | 3,092 | 66.33 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 966,230 | 3.95 | 27,963 | 6.38 | ||||
| 2025-08-13 | 13F | 第1832章 | 892,301 | 877.14 | 25,823 | 900.12 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 48,184 | -14.89 | 1,394 | -12.87 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 37,390 | -6.41 | 1,082 | -4.16 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 22,264 | 617 | ||||||
| 2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 45,942 | 1,299 | ||||||
| 2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 11,380 | -3.85 | 329 | -1.50 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 184,342 | 2.54 | 5,335 | 4.92 | ||||
| 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 | 22,454 | -10.52 | 650 | -8.46 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 10,045 | -6.31 | 291 | -4.29 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 8,134,843 | 235,422 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 16,988 | -8.35 | 492 | -6.30 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 19,004 | 0.00 | 526 | 0.00 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 152,898 | -9.02 | 4,425 | -6.90 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 67,376 | 40.38 | 1,950 | 78.48 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 91,488 | 69.50 | 2,648 | 73.46 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 23,891 | 13.20 | 691 | 15.94 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 655,071 | 45.28 | 18,958 | 48.67 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 74,870 | 1.87 | 2,167 | 4.23 | ||||
| 2025-07-21 | 13F | HT 合作伙伴有限责任公司 | 11,000 | 0.00 | 318 | 2.25 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 18,361 | 67.79 | 531 | 71.84 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 12,009 | -1.86 | 348 | 0.29 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | 7,168 | 207 | ||||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 29,061 | 33.47 | 841 | 36.75 | ||||
| 2025-07-14 | 13F | Buska 财富管理有限责任公司 | 13,533 | 0.24 | 392 | 2.62 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 7,109 | -43.35 | 206 | -42.09 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 好事达公司 | 17,000 | -93.35 | 492 | -93.20 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 5,371,291 | -0.19 | 155 | 1.97 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 22,571 | 58.87 | 653 | 62.84 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 13,553 | 6.01 | 392 | 8.59 | ||||
| 2025-08-26 | NP | EKSAX - 富国银行多元化收益基金 A 类 | 68,938 | 0.00 | 1,995 | 2.36 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 9,573 | -0.36 | 277 | 2.21 | ||||
| 2025-07-25 | 13F | 卡巴哈尔奥尔森金融服务集团有限责任公司 | 12,218 | 0.21 | 354 | 2.62 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 12,887 | 0.05 | 373 | 2.20 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 389,157 | 4.60 | 11,262 | 7.05 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 9,720 | -18.17 | 281 | -16.12 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 32,151 | -6.28 | 930 | -4.12 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 579 | 0.00 | 16 | 23.08 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 11,763 | 0.52 | 340 | 3.03 | ||||
| 2025-08-26 | NP | Profunds - Profunds 电信副总裁 | 22,496 | 26.06 | 651 | 29.17 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 2,822 | 149.51 | 67 | 1.54 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 10,773 | -2.39 | 312 | -0.32 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 1,354 | 52.99 | 39 | 56.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 55,247,484 | 8.66 | 1,598,697 | 11.18 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 77,864 | 0.28 | 2,253 | 2.64 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 367,544 | -1.40 | 10,637 | 0.90 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 200,706 | -14.74 | 5,808 | -12.75 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | Call | 700 | 0.00 | 20 | 5.26 | |||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 87,899 | -4.34 | 2,544 | -2.12 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 9,156 | 264 | ||||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 13,707 | -13.53 | 385 | -13.90 | ||||
| 2025-06-27 | NP | KNCT - 景顺动态网络 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 | 47,158 | -3.35 | 1,306 | 12.88 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 183,877 | -0.33 | 5,321 | 1.99 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 118,213 | -71.03 | 3,428 | -68.98 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 738,880 | 21,383 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 186,953 | 13.47 | 5,197 | 15.11 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 12,000 | 0.00 | 347 | 2.36 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 42,196 | 470.22 | 1,221 | 484.21 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 16,600 | -78.80 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 9,500 | 0.00 | 275 | 2.24 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 58,000 | -83.09 | 2 | -88.89 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 2,158,952 | -1.12 | 62 | 1.64 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 9,773 | 2.30 | 283 | 4.44 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 90,545 | 0.00 | 2,620 | 2.34 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 36,500 | 153.47 | 1,056 | 159.46 | |||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 7,551 | 219 | ||||||
| 2025-07-30 | 13F | 汤森联合公司 | 7,201 | 202 | ||||||
| 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 | 112,402 | 3,253 | ||||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 19,826 | 574 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 29,834 | 2.04 | 863 | 4.48 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 40,365 | 0.00 | 1,168 | 2.37 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 609,840 | 486.61 | 17,472 | 500.79 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 46,088 | 14.89 | 1,334 | 17.55 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 1,648 | 0.00 | 48 | 2.17 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 52,555 | 12.67 | 1,452 | 16.17 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,506 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 奥兹克银行 | 15,424 | -4.64 | 446 | -2.41 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 13,003 | -35.81 | 376 | -34.27 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 10,464 | -64.74 | 303 | -64.00 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 25,729 | 8.93 | 745 | 11.54 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 43,222 | -18.16 | 1,197 | -4.47 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 42,750 | 1.86 | 1,237 | 4.30 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 12,643 | 6.84 | 366 | 9.28 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 9,824 | -86.85 | 272 | -84.65 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 9,592 | -1.83 | 278 | 0.36 | ||||
| 2025-05-15 | 13F | 马斯特斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 4,045 | 5.59 | 117 | 8.33 | ||||
| 2025-04-21 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 23,144 | 0.66 | 670 | 2.92 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 33,937 | 1.03 | 982 | 3.48 | ||||
| 2025-08-06 | 13F | 股权投资公司 | 4,897,507 | -14.49 | 141,734 | -12.49 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 128,964 | -65.46 | 3,732 | -64.66 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 39,383 | 0.00 | 1,140 | 2.34 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 950 | 0.00 | 27 | 3.85 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 11,255 | 0.00 | 326 | 2.20 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 8,033 | -12.45 | 232 | -10.42 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 1,177,797 | 110.13 | 34,085 | 115.03 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 40,189 | -24.03 | 1,163 | -22.26 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 15,584,077 | -0.70 | 433,237 | 0.72 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 145,406 | 28.29 | 4,042 | 30.14 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 64,922 | -6.91 | 1,879 | -4.77 | ||||
| 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 | 189,961 | 0.00 | 5,497 | 2.33 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 17,891 | 0.42 | 518 | 2.78 | ||||
| 2025-08-08 | 13F | 南丰三一(香港)有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 12,958 | -83.86 | 360 | -83.64 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 176,973 | -2.69 | 5,122 | -0.43 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 498,198 | 0.00 | 13,850 | 1.42 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 664,452 | 2.11 | 19,229 | 4.49 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 348,589 | -11.11 | 10 | -9.09 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 19,039 | 6.23 | 551 | 8.70 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 18,018 | -1.08 | 521 | 1.17 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 4,000 | 0.00 | 116 | 1.77 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 552 | -0.36 | 16 | 0.00 | ||||
| 2025-07-31 | 13F | AF 顾问公司 | 7,557 | 0.35 | 219 | 2.83 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 475,707 | 1.23 | 13,767 | 3.59 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 12,735 | 1.10 | 369 | 3.37 | ||||
| 2025-04-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 33,717 | 142.57 | 924 | 323.85 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 3,630 | -7.63 | 105 | -5.41 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 8,972 | 33.51 | 260 | 36.32 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 290,784 | 6.06 | 8,415 | 8.54 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 82,933 | -1.43 | 2,400 | 0.88 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 23,582 | -0.30 | 682 | 2.10 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 532,000 | 0.00 | 15,396 | 2.34 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 665,616 | 123.55 | 19,263 | 128.76 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 7,142 | 2.22 | 202 | 26.42 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 37,965 | 5.19 | 1,099 | 7.65 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 12,460 | 350 | ||||||
| 2025-08-07 | 13F | 商业银行 | 2,346,461 | 43.02 | 67,907 | 46.36 | ||||
| 2025-08-14 | 13F | 牧羊人卡普兰克罗楚克有限责任公司 | 10,714 | -23.88 | 310 | -22.11 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 6,844,437 | 2.34 | 198,078 | 4.73 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 28,107 | 11.83 | 779 | 30.54 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 8,025 | 10.07 | 0 | |||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 33,702 | 6.74 | 975 | 9.30 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 446,629 | 28.36 | 12,772 | 33.69 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 8,550 | 247 | ||||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 47,328 | 24.68 | 1,370 | 27.59 | ||||
| 2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 77,354 | -74.06 | 2,239 | -55.28 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 65,506 | 51.75 | 1,896 | 55.33 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,171 | -12.81 | 381 | -10.77 | ||||
| 2025-08-05 | 13F | BEAM 资产管理有限公司 | 45,403 | -7.41 | 1,314 | -5.27 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 17,358 | 71.56 | 502 | 75.52 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 10,890 | -0.89 | 315 | 1.61 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 32,100 | 929 | ||||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 14,796 | 102.88 | 428 | 107.77 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 20,378 | 590 | ||||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 11,900 | -0.38 | 344 | 2.08 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 5,226,167 | 22.71 | 144,765 | 43.24 | ||||
| 2025-07-25 | 13F | 彭布鲁克管理有限责任公司 | 14,455 | 0.00 | 409 | 0.00 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 965,756 | 1,040.75 | 26,848 | 1,057.24 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 3,348 | 458.00 | 97 | 500.00 | ||||
| 2025-08-13 | 13F | JPB基金会 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 97,000 | 0.00 | 2,687 | 16.73 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 491,146 | 7.70 | 13,654 | 9.23 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 12,074 | -20.00 | 349 | -18.08 | ||||
| 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 | 62,328 | -8.91 | 1,804 | -6.77 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 52,268 | 90.36 | 1,513 | 94.85 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 50,625,079 | 4.11 | 1,465,090 | 6.54 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 13,058 | 14.21 | 378 | 16.72 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 233,400 | 6,755 | |||||
| 2025-05-27 | 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 | 2,964,700 | 65.32 | 83,842 | 105.33 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 195,788 | 18.47 | 5,666 | 21.25 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 63,483 | -10.84 | 1,837 | -8.74 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 730,000 | 77.66 | 21,126 | 81.81 | |||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 8,743 | 0.01 | 253 | 8.12 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 中科威金融集团 | 4,672 | -7.08 | 0 | |||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 54,400 | 7.36 | 957 | 12.59 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 95,774 | 8.64 | 2,772 | 11.15 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 16,488 | 3.11 | 477 | 5.53 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 223,454 | -6.24 | 6,319 | 16.46 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 8,956 | 9.07 | 259 | 11.64 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 68,090,748 | 4.51 | 1,970,557 | 6.95 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 30,059 | 18.48 | 870 | 21.20 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 135,900 | -54.91 | 3,933 | -53.87 | |||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 3,792 | -25.88 | 105 | -25.00 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 121,363 | -3.08 | 3,374 | -1.72 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced：金彩虹基金零售类 | 34,083 | 0.00 | 986 | 2.39 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 10,924 | 0.03 | 316 | 2.60 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 49,043 | 31.31 | 1,419 | 34.38 | ||||
| 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 | 273 | 16.67 | 8 | 40.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 10,888,735 | -5.37 | 314,751 | -3.27 | ||||
| 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 | 8,714 | -58.19 | 242 | -57.62 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 1,211 | 0.00 | 35 | 2.94 | ||||
| 2025-08-28 | NP | XLC - 通信服务精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,660,087 | 3.37 | 1,060,943 | 5.78 | ||||
| 2025-08-29 | NP | JAVAX - 詹姆斯积极分配基金 | 13,250 | 0.00 | 383 | 2.41 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 6,021,524 | -5.64 | 166,796 | 10.15 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 15,431 | 447 | ||||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 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 | 4,343 | -22.04 | 121 | -21.05 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 73,240 | -41.44 | 2,029 | -31.65 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 5,905 | -38.18 | 171 | -37.04 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 700 | 0.00 | 0 | |||||
| 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 | 2,151,673 | 0.47 | 59,601 | 17.27 | ||||
| 2025-08-08 | 13F | 莱特科、布罗索联合公司 | 4,171,125 | -1.28 | 120,712 | 1.03 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 535,759 | 15.19 | 15,505 | 17.87 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 11,582 | -9.71 | 335 | -7.46 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 232,239 | 20.92 | 6,721 | 23.73 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 4,816 | 0.63 | 139 | 2.96 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 10,053 | 1.18 | 0 | |||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 44,085 | 0.22 | 1,276 | 2.49 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 1,568 | -6.00 | 45 | -4.26 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 58,723 | -47.64 | 1,632 | -46.91 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 1,725,831 | 1.68 | 49,946 | 4.05 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 11,302 | 0.00 | 327 | 2.51 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,951 | 1.64 | 3,655 | 18.67 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 37,356 | 5.09 | 1,081 | 7.56 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 39,318 | -6.16 | 1,138 | -3.97 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 52,994 | 1.66 | 1,534 | 4.00 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 271,729 | -6.99 | 7,864 | -4.82 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 114,400 | 589.16 | 3,136 | 716.41 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 7,161 | -87.43 | 207 | -86.23 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 34,512 | -1.17 | 999 | 1.11 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 57,974 | 0.00 | 1,678 | 2.32 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 7,466 | -7.36 | 216 | -4.85 | ||||
| 2025-08-27 | NP | RYMIX - 电信基金投资者类别 | 20,437 | -76.60 | 591 | -76.07 | ||||
| 2025-06-23 | NP | VLUE - iShares Edge MSCI 美国价值因子 ETF | 12,707,510 | -5.41 | 351,998 | 10.42 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 3,046,530 | -1.01 | 84,694 | 0.39 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 276,969 | -0.12 | 8,015 | 2.22 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 718,691 | 16.09 | 20,799 | 18.79 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 1,300 | 485.59 | 38 | 516.67 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 657 | 2.82 | 19 | 5.56 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 23,008 | -0.41 | 666 | 1.84 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 韦拉策略公司 | 11,065 | 8.76 | 320 | 11.50 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 6,942 | -9.87 | 201 | -7.83 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Put | 13,200 | -2.22 | 276 | -1.78 | |||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 25,774,366 | 2.64 | 745,909 | 5.04 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 37,375 | 207.89 | 1,050 | 206.12 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 960,380 | -7.29 | 27,793 | -5.13 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 33,083 | -5.03 | 1 | |||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 10,188 | -78.96 | 295 | -78.52 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 411,783 | 30,357.32 | 11,917 | 31,260.53 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 34,130 | -3.86 | 949 | -2.57 | ||||
| 2025-08-07 | 13F | 博尼特资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 17,042 | -7.47 | 493 | -5.19 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 48,135 | 0.35 | 1,393 | 2.65 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 403,800 | -46.02 | 11,686 | -44.77 | |||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 641,200 | -34.80 | 18,556 | -33.28 | |||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 14,574 | 404 | ||||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 138,118 | 7.00 | 3,997 | 9.51 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 19,084 | 552 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 2,473,709 | 5.62 | 71,577 | 8.06 | ||||
| 2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 122,212 | 0.00 | 3,537 | 2.31 | ||||
| 2025-05-14 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | DAGVX - 纽约梅隆银行动态价值基金 A 类 | 8,027,265 | -1.08 | 223,158 | 0.32 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 51,200 | 2.49 | 1,448 | 27.26 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 2,396,556 | -18.79 | 69 | -16.87 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 38,153 | 32.22 | 1,104 | 35.29 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 8,962 | 6.01 | 259 | 8.37 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 722 | 0.00 | 21 | 0.00 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 15,377 | -0.50 | 445 | 1.83 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 14,128 | 12.30 | 409 | 14.93 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 58,512 | 0.00 | 1,693 | 2.36 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 153,814 | 9.37 | 4,451 | 11.92 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 88,043 | 5.21 | 2,548 | 7.65 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 8,883 | 0.98 | 257 | 3.63 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 92 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 13,899 | 35.48 | 402 | 38.62 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 19,645 | 3.24 | 569 | 5.58 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 8,373 | -32.15 | 242 | -30.46 | ||||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 330,000 | 0.00 | 9,550 | 2.34 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 304,782 | 1,624.56 | 8,442 | 1,914.80 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 119,794 | 22.75 | 3,388 | 52.43 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 11,917 | -1.57 | 345 | 0.58 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 3,924,561 | -5.49 | 113,577 | -3.28 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 24,882 | -22.60 | 720 | -20.79 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 510,778 | 14,782 | ||||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 59,482 | 0.00 | 1,721 | 2.32 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 2,431 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 2,165,431 | 2.68 | 62,668 | 5.08 | ||||
| 2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 98,622 | -19.52 | 2,854 | -17.63 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 10,091 | -1.25 | 292 | 1.04 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 310,547 | 3.15 | 8,987 | 5.56 |
