机构投资人持股和股东
UnitedHealth Group Incorporated (CL:UNH) 有 5046 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 911,542,519 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, Wellington Management Group Llp, Price T Rowe Associates Inc /md/, Geode Capital Management, Llc, Jpmorgan Chase & Co, and Capital World Investors .
UnitedHealth Group Incorporated (SNSE:UNH)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。
更新频率：每日
13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 6120 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 5,154 | 0.45 | 1,608 | -40.16 | ||||
| 2025-05-28 | NP | 贝莱德 ESG 资本配置信托 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 | 35,560 | -23.12 | 18,625 | -20.40 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 47,880 | -19.93 | 14,937 | -52.30 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 9,200 | 84.00 | 2,870 | 9.63 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | 银行与信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | KP管理有限公司 | Call | 11,500 | 283.33 | 3,588 | 128.33 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 23,490 | -4.96 | 7,328 | -43.39 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 1,052 | -4.36 | 0 | |||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 15,246 | -12.28 | 4,756 | -47.75 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 83 | 2.47 | 26 | -40.48 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 15,266 | 12.86 | 4,763 | -32.78 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,135 | 12.71 | 354 | -32.83 | ||||
| 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 | 18,106 | 0.00 | 7,450 | -24.16 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 10,878 | 85.03 | 3,394 | 10.23 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 3,011 | 52.15 | 939 | -9.36 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 54,476 | -60.32 | 16,995 | -76.36 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 62,252 | 0.53 | 32,604 | 4.08 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 1,636 | 27.02 | 494 | -19.31 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 5,733 | 44.92 | 1,789 | -13.66 | ||||
| 2025-07-28 | 13F | 塔特尔战术管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 3,592 | 38.10 | 1,121 | -17.77 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 4,525 | -2.04 | 1,412 | -41.67 | ||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 188,576 | 38.26 | 59 | -18.31 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 450,294 | 0.19 | 140,408 | -40.35 | ||||
| 2025-07-16 | 13F | 一+一财富管理有限公司 | 1,104 | -23.01 | 344 | -54.19 | ||||
| 2025-07-24 | 13F | Etesian 财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 农民信托公司 | 2,129 | 42.41 | 664 | -15.20 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 189,686 | -1.12 | 59,176 | -41.10 | ||||
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 2,009 | 403.51 | 627 | 200.96 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 162 | 14.08 | 49 | -28.36 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 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 | 347,932 | 48.48 | 108,544 | -11.56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 7,334 | -8.44 | 2,288 | -45.48 | ||||
| 2025-06-24 | NP | FCUPX - MainStay PineStone 美国 P 类股票基金 | 49,933 | -1.38 | 20,544 | -25.20 | ||||
| 2025-05-30 | NP | Lord Abbett SERIES FUND INC - 基本股票投资组合 VC 级 | 6,529 | -13.05 | 3,420 | -9.98 | ||||
| 2025-04-23 | NP | Voya 全球优势及优质机会基金 | 306 | -93.33 | 145 | -94.82 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 12,115 | 39.25 | 3,780 | -17.05 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 11,668 | 7.82 | 3,640 | -35.79 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 679 | 12.23 | 212 | -33.23 | ||||
| 2025-03-25 | NP | 卡拉莫斯全球动态收入基金 | 3,040 | 0.00 | 1,649 | -3.90 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 2,333 | 1,180 | ||||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 8,422 | 0.19 | 2,543 | -36.32 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 1,201 | -14.34 | 375 | -49.05 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 295 | -90.97 | 92 | -94.62 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,421,816 | -0.40 | 443,564 | -40.67 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,501 | 85.08 | 468 | 10.38 | ||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 13,299 | 12.63 | 4,149 | -32.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 2,244 | -88.28 | 700 | -93.02 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 7,149 | 0.42 | 2,230 | -40.18 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 219,716 | -0.96 | 68,545 | -41.01 | ||||
| 2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 392,000 | -29.24 | 118,349 | -64.99 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 2,300 | 0.00 | 946 | -24.14 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 1,972 | -28.45 | 615 | -57.38 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 1,639 | 511 | ||||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 874 | 273 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 46,913 | 14.86 | 14,164 | -26.99 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 849 | -9.68 | 265 | -46.34 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 12,353 | -0.10 | 3,854 | -40.50 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 7,186 | -42.05 | 2,242 | -65.49 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 7,542 | 11.30 | 2,353 | -33.71 | ||||
| 2025-08-01 | 13F | 规划方向公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 50,800 | 0.00 | 15,848 | -40.43 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 13,994 | -18.83 | 4,366 | -51.66 | ||||
| 2025-05-22 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 24,809 | -11.46 | 12,994 | -8.33 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 25,214 | -18.66 | 7,866 | -51.55 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 24,380 | -34.07 | 7,361 | -58.10 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 188,100 | -20.77 | 77,392 | -42.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 股票收益投资组合 IB 类 | 20,454 | -3.51 | 6,381 | -42.52 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 1,262 | -1.48 | 394 | -41.43 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 8,654 | 174.38 | 2,613 | 74.37 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 1,839 | 326.68 | 574 | 154.67 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 4,399 | 34.73 | 1,372 | -19.77 | ||||
| 2025-08-12 | 13F | 米勒金融服务有限公司 | 1,178 | 367 | ||||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 38 | 11 | ||||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 7,292 | 0.50 | 2,275 | -40.16 | ||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 988 | 2.17 | 308 | -39.13 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 103,305 | 8.94 | 32,228 | -35.15 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 2,202 | -40.53 | 687 | -64.57 | ||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 30,750 | 52.99 | 16,105 | 58.40 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,184 | 48.00 | 1,305 | -11.82 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 693 | 24.64 | 0 | |||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,657 | -39.68 | 501 | -64.23 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 118,940 | -67.72 | 37,106 | -80.77 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,895 | -53.05 | 903 | -72.03 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 230,033 | -2.60 | 71,763 | -41.98 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,732 | 26.89 | 852 | -24.40 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 31,569 | 1.86 | 9,849 | -39.33 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 41,639 | 33.73 | 12,991 | -20.18 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 2,141 | -9.97 | 668 | -46.43 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 74 | -8.64 | 23 | -45.24 | ||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 883 | 1.61 | 275 | -39.56 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 680,777 | 145.73 | 212,382 | 46.37 | ||||
| 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 | 29,027 | 9,056 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 8,810 | -7.03 | 2,748 | -44.63 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 85,129 | 18.02 | 26,558 | -29.70 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 2,980 | -1.42 | 930 | -41.31 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 23,448 | -19.42 | 7,315 | -52.00 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,736 | -29.11 | 542 | -57.80 | ||||
| 2025-04-25 | 13F | Guerra 顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 9,443 | 52.68 | 3,885 | 15.80 | ||||
| 2025-04-21 | 13F | Cadent 资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 20,188 | -14.27 | 6,298 | -48.93 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 39,567 | 10.73 | 11,946 | -29.62 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 22,797 | -1.85 | 7,112 | -41.55 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 286,096 | -5.74 | 89,253 | -43.85 | ||||
| 2025-08-14 | 13F | 英国纳亚资本管理有限公司 | 609,376 | 190,107 | ||||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 3,091 | -21.09 | 1,272 | -40.16 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 4,267 | -88.98 | 1,331 | -93.43 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,347 | -8.12 | 420 | -45.24 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 1,106 | -3.83 | 0 | |||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 209 | -17.06 | 65 | -50.38 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 6,865 | 11.81 | 2,142 | -33.41 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 5,668 | -16.15 | 1,768 | -50.06 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 1,377 | -83.06 | 1,341 | -41.33 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 54,722 | -2.56 | 17,072 | -41.96 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 2,615 | 0.00 | 789 | -36.47 | ||||
| 2025-08-08 | 13F | 史蒂芬森公司 | 678 | 5.77 | 211 | -37.01 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 5,580 | 2.20 | 1,741 | -39.14 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 21,176 | 48.05 | 6,606 | -11.81 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 827 | 40.65 | 258 | -16.29 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 255 | -13.56 | 80 | -48.70 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 94 | 0.00 | 49 | 4.26 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 15,179 | -19.99 | 4,736 | -52.35 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 10,973 | 90.90 | 3,423 | 13.72 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 4,702 | 3.71 | 1,467 | -38.25 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 361 | 22.37 | 113 | -27.27 | ||||
| 2025-08-05 | 13F | 资本管理协会/纽约/ | 1,800 | 0.00 | 562 | -40.45 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 10,141 | -4.82 | 3,164 | -43.32 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 7,796 | -20.19 | 2,432 | -52.45 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | SK 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 14,176 | 115.64 | 4,280 | 6.68 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 166 | 0.00 | 52 | -40.70 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 556 | -93.68 | 173 | -96.25 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 712 | 0.00 | 222 | -40.32 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,000 | 566.67 | 312 | 298.72 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 58 | 0.00 | 18 | -40.00 | ||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-04-22 | NP | IEDAX - Voya 大盘价值基金 A 类 | 36,922 | -1.90 | 17,536 | -23.64 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 1,132,885 | 2,234.93 | 353,426 | 1,290.84 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 5 | 0.00 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | 韦奇伍德合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 7,780 | 49.62 | 2,427 | -10.87 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 5,175 | 370.45 | 1,614 | 180.21 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 18,535 | -0.54 | 5,782 | -40.76 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 741 | 0.00 | 231 | -40.31 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 4,220 | -3.50 | 1,317 | -42.53 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 6,490 | -2.41 | 2,025 | -41.87 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 669 | -1.33 | 209 | -41.24 | ||||
| 2025-05-22 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 112,327 | -3.42 | 58,831 | 0.00 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 4,294 | -32.83 | 1,340 | -60.01 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 5 | 0.00 | 2 | -50.00 | ||||
| 2025-08-06 | 13F | 蓝色投资伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 4,400 | -52.69 | 1,373 | -71.83 | |||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 4,183 | 2.55 | 1,305 | -38.95 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 577 | -61.35 | 180 | -76.95 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,045 | 8.40 | 326 | -35.52 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 23,194 | -55.86 | 7,235 | -73.71 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,537,206 | -24.83 | 475,383 | -55.24 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 4,551 | -3.50 | 1,420 | -40.50 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 39,823 | -0.55 | 12,424 | -40.76 | ||||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 60,204 | -16.81 | 18,782 | -50.45 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 19,398 | -21.54 | 6,052 | -53.26 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 8,896 | -3.26 | 2,775 | -42.38 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 2,204 | -15.36 | 688 | -49.60 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 可持续股票投资组合 I 类 | 7,672 | 0.00 | 2,393 | -40.44 | ||||
| 2025-04-25 | 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 | 246 | 51.85 | 117 | 18.37 | ||||
| 2025-08-07 | 13F | Guardcap资产管理有限公司 | 1,080,299 | 37.52 | 337,021 | -18.09 | ||||
| 2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | MUNDX - Mundoval 基金 | 800 | 14.29 | 250 | -31.97 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,831 | -9.67 | 753 | -31.48 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 110 | 34 | ||||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 3,724 | -12.99 | 1,162 | -48.15 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 5 | 0.00 | 2 | -50.00 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 1,675 | 40.87 | 523 | |||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 50,378 | 36.45 | 16 | -21.05 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 34,661 | -9.49 | 10,813 | -46.09 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | Put | 20,000 | 6,239 | |||||
| 2025-08-14 | 13F | 对称投资有限公司 | 6,947 | 10.01 | 2,167 | -34.47 | ||||
| 2025-04-17 | NP | FLFGX - 全球配置基金零售类 | 18 | -90.82 | 9 | -90.62 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 19 | 0.00 | 6 | -44.44 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 5,127 | 8.32 | 1,599 | -35.47 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 27,776 | 0.00 | 8,665 | -40.43 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 7,462 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 5,137 | -5.74 | 1,603 | -43.87 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 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 | 10,796 | 9.09 | 4,442 | -17.27 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 1,355 | 0.00 | 423 | -40.48 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 67,764 | -42.00 | 21,140 | -65.45 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 3,469 | -31.12 | 1,082 | -58.97 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 309,549 | 30.08 | 96,629 | -22.49 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 927 | -0.22 | 289 | -40.53 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 6,572 | -94.03 | 2,059 | -96.44 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 7,548 | 35.39 | 2,355 | -16.50 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,001,936 | -1.27 | 3,432,274 | -41.19 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 2,585 | -87.76 | 806 | -92.71 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 18,479 | -20.79 | 5,765 | -52.82 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 645 | 41.45 | 201 | -15.55 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 13,099 | -5.03 | 4,086 | -43.44 | ||||
| 2025-08-28 | NP | Tekla 医疗保健投资者 | 81,724 | 62.30 | 25,495 | -3.33 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 10,040 | 0.00 | 4,131 | -24.16 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,078 | 0.00 | 0 | |||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 5,742 | -17.36 | 1,791 | -50.78 | ||||
| 2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 180,840 | -32.79 | 74,405 | -49.03 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 3,001 | 4.38 | 936 | -37.81 | ||||
| 2025-08-11 | 13F | 基金会财富管理有限责任公司 | 1,797 | 1.81 | 561 | -39.39 | ||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 3,946 | 9.64 | 2,067 | 13.52 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 3,194 | -0.09 | 996 | -40.50 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 129,000 | 40,244 | ||||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 321,974 | 17.91 | 100,446 | -29.77 | ||||
| 2025-05-15 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 4,404 | -2.67 | 1,374 | -42.04 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 2,077 | -2.17 | 648 | -41.73 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 611 | -0.97 | 191 | -41.18 | ||||
| 2025-05-27 | NP | MUEAX - MFS 混合研究核心股票基金 A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 13,134 | 12.36 | 4,097 | -33.07 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,636 | -72.93 | 510 | -83.88 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,400 | -11.53 | 21,148 | -32.90 | ||||
| 2025-05-07 | 13F | 木兰财富管理有限责任公司 | 550 | 0.00 | 288 | 3.60 | ||||
| 2025-07-24 | 13F | 蒙吉斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 64,746 | -34.66 | 20,199 | -61.08 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 75 | 0.00 | 31 | -25.00 | ||||
| 2025-08-14 | 13F | 奥博顾问有限公司 | Call | 50,000 | 15,598 | |||||
| 2025-07-10 | 13F | 艾尔郡资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 奥博顾问有限公司 | 336,300 | 67.15 | 104,916 | -0.44 | ||||
| 2025-04-17 | NP | FLDGX - 动态配置基金零售类 | 566 | -73.21 | 296 | -71.67 | ||||
| 2025-06-24 | NP | FCGPX - MainStay PineStone 全球股票基金 P 级 | 2,833 | 100.50 | 1,166 | 52.09 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 5,824 | 1,817 | -43.46 | |||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 75,996 | -1.33 | 23,709 | -41.23 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 4,915 | 0.51 | 1,533 | -40.14 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,832 | 0.00 | 1 | -100.00 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 527 | 3,193.75 | 217 | 2,600.00 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 8,691 | 2.84 | 2,711 | -38.75 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 31,176 | 0.38 | 9,726 | -40.22 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 16,309 | -22.87 | 6,710 | -41.50 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 2,072 | -7.33 | 646 | -44.79 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 14,060 | 8.22 | 4,245 | -31.22 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 28,939 | -1.13 | 9,028 | -41.11 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,670 | 521 | ||||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 156 | 6.85 | 49 | -36.84 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 17,600 | 5,491 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 13,700 | 4,274 | |||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 4,164 | 1,299 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 2,117 | 871 | ||||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 64,552 | 1.03 | 20,138 | -39.82 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,458 | -7.13 | 791 | -10.84 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 29,515 | 127.95 | 9,208 | 35.78 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,900 | 3.32 | 593 | -38.46 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 34,625 | 0.72 | 10,802 | -40.01 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 40,955 | 685.63 | 12,660 | 370.59 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,075 | -14.99 | 647 | -49.37 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 1,219 | -14.64 | 380 | -49.13 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 28,802 | 2.09 | 8,696 | -35.11 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 7,228 | -6.70 | 2 | -50.00 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,156 | 1,297 | ||||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 29,136 | 22.17 | 8,796 | -22.34 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,229 | 92.63 | 383 | 14.67 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 685 | -3.39 | 214 | -42.59 | ||||
| 2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 22,808 | 9.49 | 7,115 | -34.78 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 350 | 0.00 | 109 | -40.44 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 3,192 | 13.68 | 801 | -25.09 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 9 | 3 | ||||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 674 | -34.82 | 210 | -61.18 | ||||
| 2025-04-09 | 13F | 安德森霍格兰公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 161 | -4.17 | 50 | -42.53 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,126 | -14.96 | 663 | -49.35 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 527,549 | 0.45 | 159,272 | -36.15 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 45,955 | 10.28 | 18,908 | -16.36 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 15,781 | 5.77 | 4,923 | -37.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-05-14 | 13F | 埃德加·洛马克斯·科/va | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 2,229 | -7.63 | 695 | -44.97 | ||||
| 2025-04-21 | 13F | 范德比尔特大学 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 财富观察顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | FIKDX - Kempner Multi-Cap Deep Value Fund 机构类别 | 6,835 | 241.75 | 2,064 | 117.39 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 22 | 0.00 | 7 | -45.45 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 1,059,369 | -48.92 | 330,491 | -69.57 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 1,927,300 | 357.46 | 595,748 | 174.02 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 1,151,000 | 245.75 | 355,786 | 107.11 | |||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,600 | -21.12 | 811 | -37.62 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 38,941 | -9.18 | 12,149 | -45.90 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 3,348 | -0.92 | 1,044 | -40.98 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,946 | -15.86 | 1,624 | -36.20 | ||||
| 2025-07-23 | 13F | 聚焦投资者有限责任公司 | 504,000 | 21.77 | 157,233 | -27.47 | ||||
| 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 | 3,879 | 21.37 | 1,210 | -27.67 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 企业银行信托公司 | 7,663 | -1.03 | 2,391 | -41.06 | ||||
| 2025-07-10 | 13F | 老父亲金融服务有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 4,720 | -32.28 | 1,942 | -48.66 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 3,541 | -60.74 | 1,105 | -76.63 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 43 | 38.71 | 13 | -23.53 | ||||
| 2025-03-31 | NP | 伊顿万斯税务管理多元化股权收益基金 | 68,369 | 4.31 | 37,089 | 0.24 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 3,984 | 18.43 | 1,243 | -29.42 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,038,981 | 0.70 | 838,918 | -23.63 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 26,200 | 13,000.00 | 8,174 | 7,758.65 | |||
| 2025-08-14 | 13F | 富国银行/百万 | 4,355,994 | -32.31 | 1,358,940 | -59.68 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 258 | 578.95 | 106 | 404.76 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 113,000 | 35,253 | |||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 15,298 | -2.42 | 4,773 | -41.88 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,987 | -21.72 | 5,755 | -40.63 | ||||
| 2025-07-18 | 13F | 联合银行 | 1,028 | 109.80 | 321 | 25.00 | ||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 145,870 | -18.89 | 45,507 | -51.69 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 145,198 | 4.27 | 45 | -37.50 | ||||
| 2025-08-15 | 13F/A | 外显子资产管理有限公司 | Call | 1,400 | 437 | |||||
| 2025-07-29 | 13F | Hartline 投资公司/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 4,681 | 18.93 | 1,460 | -29.16 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 3,744 | -0.11 | 1,168 | -40.55 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 860 | -99.35 | 268 | -99.61 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 227,576 | -10.22 | 70,997 | -46.53 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 20,500 | -19.61 | 8,435 | -39.03 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 143,472 | -38.62 | 44,759 | -63.44 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 2,248 | 679 | ||||||
| 2025-04-25 | NP | VWUSX - 先锋美国成长基金投资者股票 | 158,885 | -57.64 | 75,464 | -67.02 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 25,620 | -40.10 | 7,993 | -64.32 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 15,098 | 47.79 | 4,710 | -11.96 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 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 | 406 | 0.00 | 167 | -24.09 | ||||
| 2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 765 | -7.94 | 315 | -30.22 | ||||
| 2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 234,200 | -15.69 | 70,707 | -46.41 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 4,384 | -0.68 | 1,368 | -40.85 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 12,414 | 1.87 | 3,873 | -39.33 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 137,179 | -3.41 | 42,796 | -42.47 | ||||
| 2025-07-22 | 13F | 金融洞察公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,206 | -41.57 | 1,312 | -65.20 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 2,045 | -2.15 | 638 | -41.77 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 11,986 | -6.72 | 6,278 | -3.42 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 365 | -7.59 | 114 | -45.15 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,504 | 40.82 | 454 | -10.45 | ||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 154 | 48 | ||||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 1,126 | 11.93 | 351 | -33.27 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 27,375 | 79.28 | 8,540 | 6.79 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 46,739 | 7.65 | 14,111 | -31.58 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 1,720 | 0.00 | 537 | -40.44 | ||||
| 2025-08-08 | 13F | 安全金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 赛恩资产管理有限公司 | Call | 350,000 | 109,190 | |||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 4,557 | 227,750.00 | 1,422 | 142,000.00 | ||||
| 2025-05-27 | NP | TOPT - iShares 前 20 名美国股票 ETF | 9,093 | 52.24 | 4,762 | 57.63 | ||||
| 2025-08-14 | 13F | 赛恩资产管理有限公司 | 20,000 | 6,239 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 2,700 | -6.96 | 842 | -44.57 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,430 | 11.47 | 1,273 | 15.43 | ||||
| 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 | 1,377 | 55.07 | 416 | -1.43 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 65,200 | 20,340 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 56,594 | -41.43 | 17,656 | -65.12 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,123 | 17.84 | 280 | -27.27 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 342 | -65.87 | 0 | |||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 28,721 | 7.21 | 11,817 | -18.70 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,586 | -7.97 | 9,704 | -30.20 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,733 | 3.03 | 526 | -45.94 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Put | 500 | 156 | |||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 1,100 | 175.00 | 343 | 64.11 | |||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,162,250 | -14.72 | 674,557 | -49.21 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 53,964 | 9.52 | 22,203 | -16.94 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,556 | -0.89 | 797 | -40.96 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 83 | 0.00 | 26 | -41.86 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 精明顾问公司 | 7,212 | 44.50 | 2,250 | -13.93 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 6,016 | -0.02 | 1,877 | -40.46 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 920 | -81.63 | 278 | -90.93 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 70 | 233.33 | 29 | 154.55 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 11,761 | 3.71 | 3,669 | -38.22 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | Call | 200 | 62 | |||||
| 2025-05-02 | 13F | 贝尔投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,150 | -54.58 | 6,286 | -72.95 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 789 | 246 | ||||||
| 2025-05-14 | 13F | Oak Associates Ltd /哦/ | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 飞轮私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 5,728 | -27.64 | 1,787 | -56.92 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 792 | -99.62 | 247 | -99.77 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 324 | 54.29 | 101 | -7.34 | ||||
| 2025-07-24 | 13F | 西方银行公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 1,536 | -35.24 | 479 | -61.43 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 96,021 | -66.44 | 44,516 | -44.64 | ||||
| 2025-08-14 | 13F | 猫头鹰溪资产管理有限合伙人 | Call | 249,800 | 135.66 | 77,930 | 40.37 | |||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 193 | 19.88 | 60 | -28.57 | ||||
| 2025-08-14 | 13F | 猫头鹰溪资产管理有限合伙人 | 18,553 | -56.61 | 5,788 | -74.16 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 1,517 | 14.84 | 473 | -31.55 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 202,229 | -0.78 | 63,089 | -40.90 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 195,197 | -33.10 | 60,898 | -60.15 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 895 | 279 | ||||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 8,153 | -43.80 | 2,543 | -66.53 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 470,859 | 4.37 | 146,894 | -37.83 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 325 | 0.00 | 134 | -24.43 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 4,246 | 45.31 | 1,325 | -13.46 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 13,679 | 4,892.34 | 4,267 | 2,883.92 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 18,532 | 5,595 | ||||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,919 | 599 | ||||||
| 2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 165,353 | 49,922 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 2,701 | 24.30 | 1,111 | -5.69 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 100 | 31 | ||||||
| 2025-05-29 | NP | MSFAX - 全球特许经营组合 I 级 | 169,478 | 7.49 | 88,764 | 11.29 | ||||
| 2025-08-13 | 13F | 霍布斯财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 179,355 | -25.66 | 55,953 | -55.72 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 2,390 | 12.15 | 746 | -33.24 | ||||
| 2025-04-28 | NP | HIDV - AB 美国高股息 ETF | 28 | -79.26 | 13 | -84.15 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,656 | 41.26 | 1,416 | -1.19 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 41,616 | 9.68 | 10,213 | 22.47 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 510,858 | -16.84 | 159,372 | -50.46 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 7,666 | -7.75 | 2,392 | -45.06 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 141 | 58 | ||||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 3,966 | 1,237 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 87 | 0.00 | 27 | -40.00 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 7,434 | -53.12 | 2,319 | -72.07 | ||||
| 2025-08-13 | 13F | 直率家族财富咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 11,915 | -6.03 | 6,240 | -2.71 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 4,054 | -64.46 | 1,265 | -78.84 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 19,431 | 26.59 | 6,062 | -24.61 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 7,505 | 14.13 | 2 | -33.33 | ||||
| 2025-08-06 | 13F | 温泉顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,270 | -2.74 | 708 | -40.00 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 4,525 | 0.47 | 1,412 | -40.16 | ||||
| 2025-08-28 | NP | XLV - 医疗保健精选行业 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 | 6,361,062 | -4.24 | 1,984,461 | -42.96 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 471 | -14.83 | 147 | -49.48 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 6,054 | -84.86 | 1,889 | -90.99 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,312 | 42.45 | 1,657 | -15.11 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 27,426 | -1.98 | 8,556 | -41.61 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 300 | 233.33 | 123 | 156.25 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 13,414 | 399.78 | 4,185 | 197.79 | ||||
| 2025-05-21 | NP | MBOVX - M 大盘价值基金 | 14,500 | 190.00 | 7,594 | 200.28 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 1,476 | 29.36 | 461 | -22.95 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 4,418 | 2.01 | 1,378 | -39.24 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 14,337 | 9.74 | 4,473 | -34.64 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 1,000 | 312 | |||||
| 2025-08-13 | 13F | 三井住友金融集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | 人民银行 | 3,888 | 153.95 | 1 | |||||
| 2025-08-08 | 13F | 布罗根金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 3,074 | 959 | ||||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 10,401 | -1.16 | 3,245 | -41.14 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 27,002 | 298.14 | 8,424 | 137.20 | ||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 814 | 254 | ||||||
| 2025-08-12 | 13F | 联合银行 | 54,264 | -3.55 | 16,929 | -42.55 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 21,024 | -7.53 | 6,559 | -42.98 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 584 | 30.36 | 176 | -16.98 | ||||
| 2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 35,352 | 7.84 | 11,029 | -35.77 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 198 | 62 | ||||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 5,562 | -2.93 | 1,735 | -42.19 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 5,059 | 45.92 | 1,578 | -13.06 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 48,702 | 9.78 | 15,194 | -34.61 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 8,288 | -22.68 | 2,586 | -53.95 | ||||
| 2025-04-23 | NP | Voya 全球股票股息及溢价机会基金 | 936 | -93.32 | 445 | -94.81 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 38,989 | 18.70 | 12,164 | -29.30 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 2,672 | 7.87 | 834 | -35.77 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 17,938 | -80.11 | 5,596 | -88.16 | ||||
| 2025-04-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 16,614 | -66.11 | 5,183 | -79.81 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,030 | -23.14 | 565 | -50.00 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 65,296 | 36.98 | 20,370 | -18.41 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 15,641 | 10.30 | 4,880 | -34.30 | ||||
| 2025-08-12 | 13F | 综合财务管理有限责任公司 | 3,074 | 959 | ||||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 3,177 | 0.00 | 991 | -40.41 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,270 | 0.00 | 56,478 | -24.16 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 81,753 | 22.72 | 25,504 | -26.90 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 143,350 | -8.90 | 44,721 | -45.74 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 3,016 | 21.81 | 941 | -27.39 | ||||
| 2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,048 | 60.71 | 9,071 | 21.89 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 19,820 | -0.97 | 6 | -40.00 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 7,114 | 81.11 | 2,219 | -3.77 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 3,754 | 20.59 | 1,171 | -28.16 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 1,303 | 8.67 | 406 | -35.25 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 1,137 | -11.31 | 355 | -47.24 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 4,688 | 14.43 | 1,463 | -31.84 | ||||
| 2025-07-29 | 13F | 自由广场财富合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 4,372 | -61.88 | 1,799 | -71.10 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 232,100 | 68.43 | 72,408 | 0.33 | |||
| 2025-08-14 | 13F | 德肖公司 | 614,458 | -26.92 | 191,692 | -56.47 | ||||
| 2025-05-12 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 274,100 | 85,511 | |||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 1,042 | 135.75 | 325 | 40.69 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 34,634 | -3.24 | 10,805 | -42.37 | ||||
| 2025-04-17 | NP | FLRUX - 保守配置基金零售类 | 75 | -86.26 | 39 | -85.56 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,218 | -19.44 | 380 | -52.09 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 6,425 | -7.99 | 2,004 | -45.20 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 1,789,779 | 2.29 | 736,387 | -22.42 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 3,789 | 46.35 | 1,182 | -12.77 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 755 | 2.17 | 236 | -39.12 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 4,575 | -3.58 | 1,427 | -42.58 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 110,527 | -75.83 | 45,475 | -79.44 | ||||
| 2025-08-13 | 13F | 可可企业有限责任公司 | 1,739 | 543 | ||||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 60,431 | -0.35 | 18,853 | -40.65 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 19,286 | -47.41 | 6,017 | -68.68 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 38 | -83.90 | 0 | |||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,088 | -48.06 | 22,489 | -69.06 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 99,962 | 41,128 | ||||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,121 | 59.23 | 350 | -5.16 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 1,592 | -8.77 | 497 | -45.67 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 1,139 | -67.13 | 355 | -80.44 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 704 | 12.46 | 219 | -33.03 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 600 | 34.53 | 187 | -19.74 | ||||
| 2025-08-14 | 13F | 莱克伍德资本管理有限公司 | 48,000 | 14,975 | ||||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 1,603 | 55.18 | 500 | -7.58 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 718 | -28.91 | 224 | -57.58 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 604,970 | 9.14 | 188,732 | -34.99 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 2,746 | 91.09 | 857 | 13.83 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 212,982 | -2.96 | 66,446 | -42.20 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 18,219 | 0.00 | 5,684 | -40.44 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 8,184 | -0.15 | 2,553 | -40.52 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 67,003 | 55.45 | 20,903 | -7.41 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 布雷德韦尔有限合伙人 | 49,400 | 15,411 | ||||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 5,325 | -3.45 | 1,661 | -42.49 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 731 | -43.86 | 228 | -66.52 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 2,264 | 466.00 | 706 | 237.80 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,082 | 1.03 | 338 | -39.82 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 14,629 | 0.00 | 6,019 | -24.17 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 168,420 | -63.39 | 52,539 | -78.19 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 753 | 235 | ||||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 2,184 | 0.00 | 681 | -40.37 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 3,646 | -23.56 | 1 | -50.00 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 698 | 218 | ||||||
| 2025-05-29 | NP | OSTFX - 奥斯特韦斯基金投资者类别 | 9,687 | 23.92 | 5,074 | 28.30 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 794 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 418,007 | -18.31 | 128,976 | -51.87 | ||||
| 2025-08-14 | 13F | 埃勒维图斯财富管理 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 5,783,600 | 470.54 | 1,804,310 | 239.84 | |||
| 2025-08-14 | 13F | 信托管理公司 /wi/ | 448,099 | -5.21 | 139,793 | -43.54 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 42,066 | 60.89 | 13,129 | -4.18 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 7,064,400 | 257.73 | 2,203,881 | 113.08 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 635,316 | -18.68 | 198,200 | -51.56 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 2,493 | -22.77 | 778 | -54.02 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 417,931 | -27.16 | 130,382 | -56.61 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 1,295 | -73.07 | 404 | -78.70 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 300,135 | 0.16 | 123,488 | -24.04 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Call | 800 | 15 | |||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 1,627 | -91.04 | 508 | -94.67 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 22,963 | 138.58 | 7,164 | 47.14 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 25 | -43.18 | 8 | -69.57 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 180 | -7.22 | 56 | -44.55 | ||||
| 2025-07-22 | 13F | 维康资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 10,609 | -10.28 | 3,310 | -46.57 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 8,160 | -79.77 | 2,464 | -87.15 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 132,975 | -4.94 | 41,484 | -43.38 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 4,321 | -31.59 | 1,348 | -59.25 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 31,813 | 105.55 | 9,925 | 22.43 | ||||
| 2025-08-12 | 13F | 基石资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 11,895 | -3.14 | 3,711 | -42.31 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 153,390 | -37.71 | 47,681 | -60.14 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 83,378 | 3.41 | 26,011 | -38.41 | ||||
| 2025-05-14 | 13F | 三位一体传统合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 902 | 281 | ||||||
| 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 | 20,928 | 0.00 | 6,318 | -36.43 | ||||
| 2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 1,111 | 13.02 | 347 | -32.68 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 20,177 | -5.47 | 6,295 | -43.70 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 8,706 | -5.97 | 2,716 | -43.99 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 585,238 | 20.96 | 182,577 | 72,064.43 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 4,245 | 1,324 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 1,822,757 | -0.40 | 568,646 | -40.68 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 73,022 | 791.82 | 22,781 | 431.25 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 3,152 | -45.88 | 1,028 | -66.33 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 32,680 | -3.49 | 13,446 | -26.81 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 4,355 | -2.38 | 1,359 | -41.87 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 1,754 | -0.96 | 547 | -40.99 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 20,681 | 33.81 | 6,452 | -20.30 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 275,100 | 10,088.89 | 85,823 | 5,969.45 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 1,000 | -61.54 | 312 | -77.15 | |||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 42,491 | 4.74 | 12,828 | -33.42 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 49,479 | 32.95 | 15,436 | -20.81 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 2,157,000 | 2,087.63 | 672,919 | 1,203.07 | |||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 345 | -53.50 | 107 | -71.69 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 1,836,700 | 1,866.49 | 572,995 | 1,071.34 | |||
| 2025-08-01 | 13F | GPM 成长投资者公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 10,353,089 | 20.74 | 3,229,853 | -28.08 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,400 | -24.15 | 749 | -54.86 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 15,000 | 30.43 | 4,680 | -22.31 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1,341 | 10.55 | 418 | -34.17 | ||||
| 2025-07-30 | 13F | BCK 合作伙伴公司 | 1,285 | 0.00 | 401 | -40.56 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,320 | 3.23 | 1,036 | -38.54 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 75 | -40.48 | 23 | -64.62 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 127 | -39.52 | 52 | -53.98 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 1,909 | -6.51 | 595 | -44.34 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 2,688 | 9.27 | 1,408 | 13.10 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 2 | 0.00 | 1 | -100.00 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 5,550 | 4.52 | 1,676 | -33.58 | ||||
| 2025-03-31 | NP | LOGSX - Live Oak 健康科学基金 | 3,369 | 0.00 | 1,828 | -3.89 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 38,382 | -3.22 | 11,974 | -42.36 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | HGHAX - 哈特福德医疗保健基金 A 类 | 180,459 | 4.64 | 74,248 | -20.64 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 1,603 | 0.88 | 500 | -40.02 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 15,529 | 5.91 | 4,845 | -36.92 | ||||
| 2025-07-24 | 13F | 康宁公司 | 118,999 | 50.19 | 37,124 | -10.54 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 28,407 | -20.90 | 11,688 | -40.01 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 18,154 | -23.75 | 5,664 | -54.59 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 529,190 | 45.34 | 159,768 | -7.62 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 12,312 | 146.83 | 3,841 | 47.01 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 10,000 | 3,019 | ||||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 835 | -71.32 | 260 | -79.12 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,575 | -13.46 | 491 | -48.48 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 2,645 | -22.37 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 7,648 | -16.42 | 2,386 | -50.23 | ||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 1,384 | -59.38 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 111,198 | -4.30 | 34,690 | -43.00 | ||||
| 2025-05-27 | NP | GFSYX - 机构战略另类基金 | -386 | 3.76 | ||||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 5,668 | -5.26 | 1,768 | -43.57 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 莫顿社区银行 | 9,087 | 12.16 | 2,835 | -33.21 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 22 | -81.97 | 7 | -90.48 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 181,299 | 97.15 | 56,560 | 17.43 | ||||
| 2025-05-30 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 4,454 | -5.64 | 1,390 | -43.81 | ||||
| 2025-08-25 | NP | SEQUX - 红杉基金公司 | 277,444 | -12.55 | 86,554 | -47.91 | ||||
| 2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 771 | -4.34 | 241 | -43.13 | ||||
| 2025-07-22 | 13F | 伯克希尔资金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 4,272 | -1.11 | 1,333 | -41.11 | ||||
| 2025-08-14 | 13F | 维度资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 5,626 | 7.24 | 2,315 | -18.66 | ||||
| 2025-07-14 | 13F | Buska 财富管理有限责任公司 | 1,838 | 23.03 | 573 | -26.73 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 217 | 82.35 | 89 | 39.06 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 128,700 | 145.61 | 40,136 | 46.37 | |||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 4,291 | -5.67 | 1,765 | -28.46 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 9,481 | -36.09 | 2,958 | -61.94 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,540 | 1.85 | 481 | -39.32 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 53,716 | 88.25 | 16,752 | 12.18 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 240,200 | 92.62 | 74,909 | 14.79 | |||
| 2025-08-14 | 13F | 联信银行 | 207,952 | -18.00 | 64,875 | -51.16 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,381 | 21.05 | 12,493 | -23.05 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 18,378 | -6.53 | 5,733 | -44.32 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 3,474 | -0.88 | 1,084 | -40.98 | ||||
| 2025-04-28 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 3,028 | 68.88 | 1,438 | 31.44 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 56,045 | -6.93 | 17,484 | -44.57 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 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 | 225,429 | -1.04 | 92,751 | -24.94 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 8,139 | -4.46 | 3 | -50.00 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 69,067 | 21.10 | 20,852 | -23.02 | ||||
| 2025-07-30 | NP | AFOCX - 阿切尔焦点基金 | 520 | 0.00 | 157 | -36.59 | ||||
| 2025-08-07 | 13F | 第1620章 | 240 | 0.00 | 75 | -40.80 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,883 | 396.74 | 1,524 | 196.30 | ||||
| 2025-05-15 | 13F | 无畏资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 830 | -10.56 | 259 | -46.80 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 11,436 | -1.87 | 5,990 | 1.59 | ||||
| 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 | 1,377,020 | -23.22 | 429,589 | -54.27 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 40 | 12 | ||||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 1,303,816 | -26.50 | 536,442 | -44.25 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 245 | 0.00 | 76 | -40.62 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 128,566 | 28.22 | 67,336 | 32.75 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 4,663 | 1,455 | ||||||
| 2025-07-24 | 13F | 百特兄弟公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 1,368 | 563 | ||||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 1,191 | -32.94 | 372 | -60.11 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 3,612 | 0.00 | 1,090 | -36.44 | ||||
| 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 | 488,501 | -13.08 | 152,398 | -48.23 | ||||
| 2025-05-15 | 13F | 磁星金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 1,473 | -15.44 | 771 | -12.49 | ||||
| 2025-07-24 | 13F | 穆伦坎普公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 28,042 | -44.19 | 8,748 | -66.76 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 16,986 | -0.12 | 5,299 | -40.51 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 30,500 | 22.49 | 9,515 | -27.04 | |||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 53,768 | -49.34 | 16,774 | -69.83 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 13,497 | -40.48 | 4,211 | -64.55 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 931 | 0.00 | 290 | -40.45 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 684,141 | 9.46 | 213,431 | -34.80 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 5,600 | -13.18 | 1,747 | -48.28 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 107,012 | 86.05 | 33,385 | 10.82 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 704 | 220 | ||||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 2,485 | -2.17 | 775 | -41.73 | ||||
| 2025-04-23 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 6,837 | 2,133 | ||||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 2,310 | 721 | ||||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 11,713 | 8.30 | 3,654 | -35.49 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,123 | -61.16 | 350 | -76.88 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 奥格尔财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 2,457 | 767 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 39,293 | -0.92 | 12,259 | -40.98 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 430 | 38.26 | 225 | 43.31 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 6,816 | -5.92 | 2,126 | -43.96 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 360,000 | 112,309 | |||||
| 2025-08-19 | 13F | Marex 集团 | 276,063 | 86,123 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 5,080 | 1,205.91 | 2,090 | 890.52 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 419 | -81.65 | 131 | -89.13 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 926 | -13.62 | 289 | -48.66 | ||||
| 2025-08-19 | 13F | Marex 集团 | Call | 103,300 | 32,227 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 57 | 18 | ||||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 6,761 | -0.54 | 2,109 | -40.76 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 561,507 | -4.61 | 175,173 | -43.18 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,470 | 21.29 | 770 | 25.61 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 17,314 | 0.27 | 5,401 | -40.29 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 768 | 70.67 | 240 | 1.70 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 73,001 | 22,774 | ||||||
| 2025-04-01 | NP | JETIX - abrdn 全球股票影响力基金机构级 | 2,822 | -6.86 | 1,531 | -10.53 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 147 | -2.65 | 77 | 0.00 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 2,709 | -13.37 | 845 | -48.38 | ||||
| 2025-08-26 | NP | 第一信托增强型股权收益基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,400 | 23.81 | 3,244 | -26.26 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 7,085 | -15.83 | 2,210 | -49.86 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 385,043 | -10.64 | 120,116 | -46.77 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 3,079 | 0.00 | 1,267 | 0.00 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 23,945 | 200.82 | 7,470 | 79.18 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 96,468 | 54.19 | 30,095 | -8.15 | ||||
| 2025-05-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 94,500 | 29,481 | |||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 31,037 | 297.81 | 9,683 | 136.96 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 1,500 | 468 | |||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | Call | 100 | 31 | |||||
| 2025-04-15 | 13F | 特兰资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | 复制 - Tweedy, Browne Insider + Value ETF | 686 | 207 | ||||||
| 2025-08-28 | NP | RLSIX - RiverPark 多/空机会基金机构类别 | 1,856 | 2.32 | 579 | -39.05 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 5,374 | 11.63 | 1,677 | -33.52 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 4,334 | 2.58 | 1,340 | -38.58 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 136,056 | -0.02 | 42,445 | -40.45 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 3,431 | -10.51 | 1,070 | -46.71 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 4,718 | -80.14 | 1,472 | -88.18 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 7,683 | -24.51 | 2,397 | -55.06 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | Put | 2,200 | 686 |
