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 911,544,380 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。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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| 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 | |||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 3,440 | -31.99 | 1,073 | -59.49 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 2,755 | -28.44 | 859 | -57.39 | ||||
| 2025-05-29 | NP | MSBWX - 美国弹性投资组合 C 级 | 91 | 15.19 | 48 | 20.51 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,554 | -15.70 | 1,109 | -49.82 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,358 | -22.67 | 424 | -53.97 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,606 | 26.40 | 1,347 | -5.41 | ||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 62,365 | 7.00 | 32,664 | 10.78 | ||||
| 2025-08-13 | 13F | Vulcan 价值合作伙伴有限责任公司 | 1,222,825 | 696.18 | 395,120 | 391.25 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 587 | 307 | ||||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 750 | -23.31 | 234 | -54.49 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 1,055 | 13.32 | 329 | -32.65 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 825 | 26.92 | 257 | -24.41 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 8,368 | 0.90 | 2,611 | -39.90 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 健康科学投资组合 I 类 | 50,465 | 32.77 | 15,744 | -20.92 | ||||
| 2025-04-15 | 13F | 凯利金融服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 165,501 | -42.03 | 68,094 | -56.03 | ||||
| 2025-06-23 | NP | EDIAX - 伊顿万斯全球收益构建基金 A 级 | 791 | -55.61 | 325 | -66.36 | ||||
| 2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 50,800 | 32.29 | 15,848 | -21.20 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 4,000 | 54.02 | 2,170 | 47.95 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 19,367 | 60.08 | 6,042 | -4.66 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 5,987 | 3.55 | 1,868 | -38.34 | ||||
| 2025-04-01 | NP | GURU - 全球 X Guru 指数 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 三条管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,139 | 40.10 | 350 | -5.15 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 765 | -19.22 | 0 | |||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 26,891 | 44.70 | 8,389 | -13.81 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 172,273 | 20.35 | 53,744 | -28.32 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 1,692 | 20.00 | 528 | -28.59 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 304 | -56.20 | 95 | -74.10 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 39 | -45.83 | 12 | -68.42 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 731 | 228 | ||||||
| 2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 好事达公司 | 1,757 | -94.49 | 548 | -96.72 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 6,726 | -21.04 | 2,098 | -52.97 | ||||
| 2025-08-08 | 13F | 创意策划 | Put | 4,200 | 435 | |||||
| 2025-05-28 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 139,416 | 39.60 | 43,497 | -16.84 | ||||
| 2025-04-22 | 13F | 哈德逊价值合伙人有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 34,132 | 0.62 | 10,648 | 3.97 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 33,040 | 39.36 | 10,308 | -16.99 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,280 | 399 | ||||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 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 | 27,525 | 2.96 | 11,325 | -21.91 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 55,978 | -4.90 | 17,463 | -43.35 | ||||
| 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 | 16,828 | -0.88 | 6,924 | -24.82 | ||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 400 | 0.00 | 210 | 0.00 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 468,822 | 0.00 | 146,258 | -40.44 | ||||
| 2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | FSPHX - 医疗保健产品组合 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 | 1,160,000 | -22.67 | 350,216 | -50.84 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,299 | 22.70 | 17,299 | -22.01 | ||||
| 2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 3,583 | 26.21 | 1,944 | 21.29 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 8,955 | -3.15 | 3 | -50.00 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 2,387 | -5.39 | 745 | -43.68 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 12,400 | 3,868 | ||||||
| 2025-04-21 | NP | EAFGX - 伊顿万斯聚焦增长机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | Call | 30,000 | 9,359 | |||||
| 2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 太平洋资本合伙有限公司 | 4,750 | -65.45 | 1,482 | -79.43 | ||||
| 2025-03-26 | NP | ALGRX - Alger Focus I 类股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 4,933 | 19.65 | 1,539 | -28.76 | ||||
| 2025-03-27 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | NP | BLUIX - 蓝图成长基金机构级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 20,425 | 0.00 | 6,372 | -40.44 | ||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 964 | -21.31 | 301 | -53.20 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 2,667 | -7.88 | 832 | -45.18 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 54 | -16.92 | 17 | -52.94 | ||||
| 2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 4,881 | 0.00 | 1,523 | -40.45 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,927 | 0.42 | 601 | -40.20 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 1,484 | -7.42 | 777 | -4.19 | ||||
| 2025-07-25 | 13F | 动态金融集团 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥兹克银行 | 710 | -7.31 | 221 | -44.89 | ||||
| 2025-07-09 | 13F | 企业银行 | 3,422 | -0.18 | 1,068 | -40.56 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 5,001 | 0.66 | 2,713 | -3.28 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 7,281 | 10.64 | 2,271 | -34.10 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 5,800 | 0.00 | 1,809 | -40.43 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 1,755 | -86.45 | 548 | -91.94 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 15,158 | -53.67 | 3,655 | -60.25 | ||||
| 2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 11,525 | 0.40 | 4,742 | -23.86 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 1,550 | 0.00 | 484 | -40.44 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 767 | -99.11 | 239 | -99.47 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 505 | -44.99 | 152 | -65.14 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 57,839 | -86.39 | 18,044 | -91.89 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,927 | -5.17 | 601 | -43.52 | ||||
| 2025-04-17 | NP | FLDFX - 平衡基金零售类 | 601 | -78.29 | 315 | -77.06 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 3,679 | -1.10 | 1,034 | -34.64 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 2,031 | 2.37 | 634 | -39.08 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,043,600 | -27.30 | 325,572 | -58.99 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 32,570 | 12.23 | 9,833 | -28.66 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 52,289 | -4.74 | 16,313 | -43.26 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 4,687 | 50.51 | 1,462 | -10.36 | ||||
| 2025-08-29 | NP | JAGLX - 骏利亨德森全球生命科学基金 T 级 | 636,475 | 3.02 | 198,561 | -38.64 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 163,526 | 34.62 | 49,370 | -14.43 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 1,420 | -9.09 | 443 | -45.97 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 336,300 | 153.81 | 104,916 | 51.18 | |||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 656 | -65.47 | 202 | -72.54 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 2,677 | -2.16 | 835 | -41.69 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 14,130 | 5.76 | 4,408 | -37.00 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 5,918 | 0.00 | 2 | -66.67 | ||||
| 2025-08-13 | 13F | JPB基金会 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 1,570 | 360.41 | 474 | 193.79 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 8,564 | -0.65 | 2,586 | -36.86 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,337 | -9.42 | 729 | -46.11 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 3,521 | -75.80 | 1,817 | -75.32 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 931 | 12.03 | 0 | |||||
| 2025-08-13 | 13F | 标准家族办公室有限责任公司 | 324 | 0.00 | 101 | -40.24 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 38,529 | -6.76 | 12,020 | -44.46 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 8,034 | -8.18 | 2,506 | -45.31 | ||||
| 2025-08-29 | NP | LSWWX - Loomis Sayles 全球配置基金 Y 级 | 142,117 | 16.18 | 44,336 | -30.80 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 1,027 | 0.00 | 320 | -40.41 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 3,493 | 285.54 | 1,090 | 129.75 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 11,970 | -36.76 | 3,734 | -62.34 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 12,034 | -1.03 | 3,754 | -41.05 | ||||
| 2025-07-23 | NP | SBLGX - ClearBridge 大盘成长基金 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 | 427,701 | -20.40 | 129,127 | -49.40 | ||||
| 2025-05-15 | 13F | 希尔曼资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 10,988 | -5.64 | 3,428 | -43.81 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam Focused Equity Fund A 类 | 43,800 | 54.23 | 13,224 | -1.96 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 59 | 9.26 | 24 | -17.24 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 11,969 | -24.43 | 3,734 | -55.00 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | Call | 67,300 | 35,248 | |||||
| 2025-08-13 | 13F | 加州第一租赁公司 | 2,489 | 0.00 | 776 | -40.45 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 1,366 | 56.47 | 426 | -6.78 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 287,095 | -5.85 | 89,565 | -43.92 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,878 | -15.88 | 7,511 | -46.53 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,083 | -57.06 | 338 | -74.47 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | Call | 100 | 31 | |||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 南方平原金融公司 | 2,411 | 3.97 | 752 | -38.06 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 13,093 | -7.19 | 4,085 | -44.72 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 11,406 | -26.59 | 4,693 | -44.34 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 66,102 | -70.76 | 20,622 | -82.59 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 54,413 | -1.38 | 17 | -42.86 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 30,522 | 1.89 | 9,522 | -39.31 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 3,041 | -32.20 | 949 | -59.64 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 17,923 | -33.87 | 5,591 | -60.61 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 62,681 | 3.68 | 18,924 | -34.10 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 3,524 | -0.14 | 1,099 | 109,800.00 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 3,609 | 11.53 | 1,090 | -29.10 | ||||
| 2025-07-24 | 13F | 冯伯格财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 841 | 4.47 | 262 | -37.77 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 4,619 | 1,441 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 827 | -7.29 | 340 | -29.61 | ||||
| 2025-08-14 | 13F | SRS投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 869 | 41.99 | 271 | -15.31 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 2,927 | -31.99 | 913 | -59.49 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 54,962 | -8.57 | 22,614 | -30.66 | ||||
| 2025-08-14 | 13F | Uniplan 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 43,899 | -0.28 | 13,695 | -40.60 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | Put | 4,000 | 0.00 | 462 | 322.94 | |||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 2,876 | -29.53 | 1,183 | -46.54 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 20,791 | -60.32 | 6,486 | -76.37 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 44,230 | 2.60 | 13,798 | -38.88 | ||||
| 2025-06-25 | NP | SINAX - ClearBridge 大盘价值基金 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 | 136,413 | 12.26 | 56,126 | -14.86 | ||||
| 2025-07-03 | 13F | JBGlobal.com 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,174 | 114.63 | 0 | |||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 117,549 | -32.79 | 36,672 | -59.97 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 2,734 | 14.44 | 853 | -31.89 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 2,343 | 4.55 | 731 | -37.77 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 261 | 112.20 | 64 | 0.00 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | Call | 100 | 25 | |||||
| 2025-08-14 | 13F | 孟德尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 76,956 | -54.64 | 23,234 | -71.17 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 7,354 | 24.64 | 2,294 | -25.76 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 113,337 | 49.32 | 35,358 | -11.06 | ||||
| 2025-07-03 | 13F | 集体家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 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 | 14,130 | 59.23 | 4,408 | -5.14 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 172,891 | -14.95 | 71,134 | -35.49 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 10,961 | -14.28 | 3,420 | -48.95 | ||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 6,355 | 59.03 | 1,983 | -5.30 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 3,695 | -0.70 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 1,669 | 8.66 | 521 | -35.32 | ||||
| 2025-04-09 | 13F | 奥基夫史蒂文斯咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | FMED - 富达颠覆性医药 ETF | 4,277 | 0.00 | 1,291 | -36.44 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | PKS 咨询服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 208,367 | 18.84 | 65,001 | -29.21 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 25,125 | -47.44 | 7,838 | -68.69 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 29,170,896 | 0.33 | 9,100,444 | -40.24 | ||||
| 2025-05-23 | NP | BGALX - Baillie Gifford 全球 Alpha 股票基金 4 级 | 13,208 | 0.00 | 6,918 | 3.53 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 32,089 | 20.17 | 9,688 | -23.62 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 137 | 48.91 | 41 | -8.89 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 498,486 | -26.25 | 155 | -56.34 | ||||
| 2025-05-28 | NP | JEQIX - 约翰逊股票收益基金 | 30,050 | -10.43 | 15,739 | -7.27 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,662 | 15.95 | 37,637 | -26.29 | ||||
| 2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 580 | -66.28 | 0 | |||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 1,889 | -6.90 | 589 | -44.54 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 24,043 | 14.29 | 7,501 | -31.92 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 3,242 | 45.12 | 985 | -15.83 | ||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279 | -2.79 | 115 | -26.45 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 737 | 18.49 | 230 | -29.54 | ||||
| 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 | 2,316 | -5.28 | 723 | -43.59 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 146 | 64.04 | 46 | -2.17 | ||||
| 2025-08-26 | NP | EWMCX - Evercore 股票基金 | 30,790 | 0.00 | 9,606 | -40.44 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 897 | -45.54 | 280 | -67.56 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 7,271 | 443.83 | 2,268 | 224.00 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 307 | -75.48 | 93 | -87.53 | ||||
| 2025-07-29 | NP | NWQAX - Nuveen NWQ 灵活收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,300 | 0.00 | 694 | -36.45 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 43,800 | 13,664 | ||||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 1,749 | -60.22 | 546 | -76.32 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Put | 50,000 | 143 | |||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 6,289 | 60.07 | 3,294 | 65.73 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,166 | -1.44 | 364 | -41.36 | ||||
| 2025-06-26 | NP | AGRFX - AB成长基金A类 | 33,906 | 75.62 | 13,950 | 33.20 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,240 | -8.35 | 699 | -45.47 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 26,643 | -4.45 | 10,962 | -27.54 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 10,054 | -0.42 | 3,137 | -40.68 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 11,050 | 0.00 | 3,447 | -40.44 | ||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 10,849 | 0.00 | 3,385 | -25.72 | ||||
| 2025-05-28 | NP | RWGFX - RiverPark/Wedgewood 基金零售类 | 3,032 | 0.00 | 1,588 | 3.59 | ||||
| 2025-06-24 | NP | JDOC - 摩根大通医疗保健领袖 ETF | 1,232 | -1.91 | 507 | -25.70 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 3,118 | -66.00 | 973 | -79.36 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 77,326 | 5.94 | 23,345 | -32.66 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 196,493 | -46.51 | 80,845 | -59.43 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 13,301 | 7.81 | 4,150 | -35.79 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 5,735 | 1,731 | ||||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 912 | 285 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 10,118 | -50.03 | 3,157 | -70.24 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 347,635 | -1.53 | 108,453 | -40.75 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 118,061 | 115.21 | 48,575 | 63.22 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | Call | 1,000 | 31 | |||||
| 2025-08-05 | 13F | 连续财富顾问有限公司 | 731 | 0.00 | 228 | -40.31 | ||||
| 2025-08-14 | 13F | 考德威尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 51,717 | -1.10 | 16,134 | -41.09 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 11,152 | -11.67 | 3,479 | -47.38 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 1,500 | 453 | ||||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,159 | 109.96 | 477 | 78.28 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 2,222 | 1.37 | 914 | -23.13 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 52,191 | 25.21 | 16,282 | -25.42 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 4,419 | -17.51 | 1,379 | -50.87 | ||||
| 2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 16,700 | 63.73 | 5,210 | -2.49 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 16,901 | 54.43 | 5,273 | -8.01 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 42,441 | 0.43 | 13,240 | -40.18 | ||||
| 2025-05-30 | NP | WEQCX - Teton Westwood C 类股票基金 | 3,032 | 0.00 | 1,588 | 3.59 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：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 | 22,808 | -69.95 | 7,115 | -82.10 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 8,000 | 12.30 | 2,496 | -33.13 | ||||
| 2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 42,062 | 18.64 | 13,122 | -29.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,129 | -1.07 | 664 | -41.08 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 292,329 | 3.01 | 120,276 | -21.88 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 15 | -99.77 | 5 | -99.88 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 患者资本管理有限责任公司 | 191,932 | 59,877 | ||||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 8,939 | -23.01 | 2,789 | -54.15 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 874,067 | -34.46 | 272,683 | -60.96 | ||||
| 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 | 27,091 | 1.55 | 11,146 | -22.98 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,366 | -4.21 | 738 | -42.92 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,600 | -67.72 | 499 | -80.77 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 54,209 | 144.75 | 16,912 | 45.78 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 85 | -83.17 | 21 | -92.05 | ||||
| 2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | Short | -1,600 | -760 | |||||
| 2025-08-29 | NP | LMORX-患者机会信托 R 类 | 140,000 | 43,676 | ||||||
| 2025-07-21 | 13F | 北极星资本管理有限责任公司 | 50,512 | -1.94 | 15,758 | -41.59 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 99,543 | 16,191.82 | 31,054 | 9,604.38 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 2,032 | -37.07 | 1,064 | -34.84 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,042 | 62.97 | 637 | -3.05 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 66,605 | -8.93 | 20,779 | -45.76 | ||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 2,803 | -0.04 | 1,153 | -24.19 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 4,210 | 612.35 | 1,313 | 324.92 | ||||
| 2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,264 | 46.28 | 5,698 | -12.88 | ||||
| 2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 40,552 | 0.80 | 12,243 | -35.92 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 2,457 | 767 | ||||||
| 2025-07-22 | 13F | 古铁雷斯财富咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 2,206 | 6.42 | 908 | -19.31 | ||||
| 2025-05-09 | NP | ACUSX - Advisors Capital 美国股息基金 | 10,600 | 21.84 | 5,552 | 26.16 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 845 | -5.59 | 264 | -43.80 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 43 | -44.16 | 13 | -67.50 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 4,575 | 0.00 | 1,427 | -40.44 | ||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 4,005 | -70.08 | 1,249 | -82.18 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 18,296 | 19.36 | 5,708 | -28.90 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 14,885 | -21.21 | 4,644 | -53.07 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 4,475 | 57.29 | 1,351 | 0.00 | ||||
| 2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 2,882 | -8.94 | 870 | -44.48 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 66,455 | -44.17 | 20,732 | -66.75 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 67,126 | 20,941 | ||||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 1,070 | -0.09 | 334 | -40.54 | ||||
| 2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 6,322 | 15.62 | 1,972 | -31.12 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 2,486 | 84.42 | 776 | 9.77 | ||||
| 2025-05-07 | 13F | 文艺复兴投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 267,276 | 19.55 | 83,382 | -28.79 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 3,701 | 1,154 | ||||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 1,602 | 0.56 | 500 | -22.52 | ||||
| 2025-05-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 7,953 | 20.87 | 4,165 | 25.15 | ||||
| 2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 19,695 | 0.00 | 5,946 | -36.43 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 241,960 | -25.56 | 75,484 | -55.66 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 3,650 | -7.55 | 1,139 | -44.94 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 4,381 | -3.84 | 1,323 | -38.88 | ||||
| 2025-05-28 | NP | JUEAX - 摩根大通美国A级股票基金 | 1,565,123 | 27.69 | 819,733 | 32.21 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 26 | 0.00 | 8 | -38.46 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 17 | -37.04 | 5 | -64.29 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 2 | -93.10 | 1 | -100.00 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 2,187 | 209.34 | 682 | 84.32 | ||||
| 2025-08-13 | 13F | Allium 财务顾问有限公司 | 1,299 | -0.61 | 405 | -40.79 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,219 | -51.07 | 692 | -70.86 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 46 | 9.52 | 14 | -33.33 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 3,361 | -20.30 | 1,049 | -52.54 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 1,040,644 | -4.94 | 324,654 | -43.38 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 152,751 | 11.47 | 62,848 | -15.46 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,047 | 11.74 | 327 | -33.47 | ||||
| 2025-07-17 | 13F | 最前线财富管理公司 | 4,741 | 3.13 | 1,479 | -38.55 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 111,177 | -1.07 | 34,684 | -41.08 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 19,644 | 42.13 | 6,128 | -15.34 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 7,904 | -4.49 | 2,466 | -43.12 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 18,791 | 12.02 | 5,862 | -33.27 | ||||
| 2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 4,269 | 11.64 | 1,332 | -33.52 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 6,762 | 86.95 | 2,110 | 11.35 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 14,330 | -43.02 | 4,471 | -66.06 | ||||
| 2025-08-29 | NP | BBLU - EA Bridgeway 蓝筹股 ETF | 14,916 | 29.92 | 4,653 | -22.62 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 36,306 | 9.05 | 14,938 | -17.30 | ||||
| 2025-05-28 | NP | TLGQX - 成长股票基金 | 3,660 | -13.92 | 1,917 | -10.88 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 265 | -40.32 | 83 | -63.88 | ||||
| 2025-04-22 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 21,060 | 14.10 | 10,003 | -11.20 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 8,035,311 | -0.42 | 2,506,776 | -40.69 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 4,365 | -14.58 | 1,362 | -49.14 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆道琼斯指数基金 (I) | 177,322 | -2.32 | 55,319 | -41.82 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 7,210 | 1.34 | 2 | -33.33 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 奥西亚姆 | 500 | -91.25 | 156 | -94.82 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 38,282 | 16.04 | 11,943 | -30.88 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 16,249 | -7.41 | 5,069 | -44.85 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 691 | 350 | ||||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 11,161 | -1.27 | 3,482 | -41.20 | ||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 18 | -25.00 | 6 | -58.33 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | Call | 41 | 34 | |||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | Put | 41 | 38 | |||||
| 2025-05-08 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 独立顾问联盟 | 24,951 | -27.16 | 7,784 | -56.62 | ||||
| 2025-05-08 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 82,769 | 314.34 | 25,821 | 146.81 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 5,213,472 | -0.71 | 1,626,447 | -40.86 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 200,942 | 62,688 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 379 | -83.68 | 118 | -90.30 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 1,905 | -22.40 | 784 | -41.17 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 6,739 | -17.37 | 2,102 | -50.78 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 903 | 27.72 | 282 | -24.05 | ||||
| 2025-08-13 | 13F | 西部财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 23,420 | -4.49 | 7,306 | -43.11 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 147,730 | 8.14 | 60,782 | -17.98 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 30,371 | -73.46 | 9,475 | -84.19 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 10,183 | -59.52 | 3,177 | -75.89 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 44,436 | -13.13 | 14 | -50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 16,245 | -20.15 | 5,068 | -52.44 | ||||
| 2025-05-29 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 17,849 | 21.19 | 9,348 | 25.48 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | MBA顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 4,533 | 1,414 | ||||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 35 | -93.26 | 11 | -96.31 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 224 | 0.00 | 70 | -41.03 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 960 | -94.27 | 299 | -96.59 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,061,428 | 8.22 | 331,134 | -35.54 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 936,422 | 1.15 | 292 | -38.61 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 4,772 | -64.23 | 1,489 | -78.70 | ||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 5,650 | -41.39 | 2,325 | -55.56 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 11,540 | -57.33 | 3,600 | -74.58 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 21,917,663 | 2.45 | 6,838 | -38.98 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 1,637 | 1.43 | 511 | -39.64 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 110,783 | 6.91 | 54,804 | 0.46 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 2,906 | 93.09 | 880 | 11.68 | ||||
| 2025-05-27 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 4,538 | 3.35 | 2,377 | 6.98 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 44 | -56.86 | 14 | -73.58 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,060 | 0.84 | 9,899 | -23.52 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 888 | -58.03 | 277 | -75.00 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 12,825 | -26.50 | 4,001 | -56.22 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 23,532 | 5.91 | 9,682 | -19.67 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 654 | 2.83 | 269 | -22.03 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 6,399 | 744.20 | 1,996 | 404.04 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 9,552 | -30.38 | 2,980 | -58.54 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 76,828 | -28.39 | 23,968 | -57.34 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 罗克斯普林资本管理有限公司 | 50,500 | -49.75 | 15,754 | -70.07 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 1,244 | 221.45 | 388 | 91.58 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 1,159 | 7.22 | 361 | -36.22 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 28,602 | 4.65 | 8,923 | -37.67 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,044 | 3.88 | 1,664 | -21.22 | ||||
| 2025-05-30 | NP | PSPTX - PIMCO StocksPLUS 绝对回报基金机构 | 3,260 | -89.57 | 1,707 | -89.20 | ||||
| 2025-08-14 | 13F | 伍德布里奇有限公司 | 65,300 | 20,372 | ||||||
| 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 | 28,713 | -35.14 | 8,958 | -61.37 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 5,371,620 | 99.12 | 1,675,784 | 18.61 | ||||
| 2025-08-26 | NP | QLMGOX - ClearBridge 可变积极增长投资组合 I 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 | 3,812 | -34.41 | 1,189 | -60.94 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 5,251 | 1,638 | ||||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 42 | 13 | ||||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 7,327 | 4 | ||||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 268,028 | -3.66 | 83,617 | -42.61 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 135,000 | 1,125.82 | 42,116 | 630.15 | ||||
| 2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 880 | -10.02 | 275 | -46.48 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 3,097 | -64.38 | 966 | -78.79 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,847 | 0.57 | 1,171 | -23.71 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 335,344 | -11.50 | 104,618 | -47.28 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 23,119 | 113.71 | 7,212 | 27.29 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 2,292 | -22.09 | 943 | -40.91 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 108,986 | 4.76 | 34,000 | -37.60 | ||||
| 2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 1,969 | 44.35 | 614 | -14.01 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,473,021 | -34.22 | 459,538 | -60.82 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 11,931 | 0.13 | 3,722 | -40.35 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | Call | 50,000 | 15,598 | |||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 373 | 410.96 | 0 | |||||
| 2025-08-14 | 13F | Tri Locum 合伙公司 | 60,584 | 18,900 | ||||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 18,018 | -69.75 | 5,621 | -81.98 | ||||
| 2025-08-14 | 13F | 马什菲尔德联合公司 | 1,018,288 | 317,675 | ||||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 30,913 | 5.92 | 9,644 | -36.91 | ||||
| 2025-07-31 | 13F | 圣天诺信托公司Lba | 4,885 | -14.27 | 2 | -50.00 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 4,621 | 172.63 | 1,442 | 62.46 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 4,016 | 17.19 | 1,254 | -30.10 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 3,762 | 6.63 | 1,174 | -36.49 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 5,388 | -0.74 | 1,681 | -40.89 | ||||
| 2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 56 | 0.00 | 23 | -23.33 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 924 | 4.29 | 288 | -37.80 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 7,860 | 98.23 | 2,452 | 18.11 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 126 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 5,633 | -34.44 | 1,741 | -60.73 | ||||
| 2025-05-08 | 13F | 迪尔伯恩合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 117,704 | -2.46 | 35,536 | -38.00 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 691 | 34.17 | 216 | -20.07 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 59,185 | 1.88 | 18,464 | -39.32 | ||||
| 2025-04-18 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 1,754 | 23.78 | 547 | -26.28 | ||||
| 2025-05-15 | 13F | 华福管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 132,845 | 7.62 | 41,444 | -35.90 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 96 | -90.68 | 30 | -94.62 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 783 | 11.38 | 244 | -33.70 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 20,670 | 1,975.30 | 8,504 | 1,474.81 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 742 | 46.93 | 231 | -12.50 | ||||
| 2025-08-14 | 13F | Xponance公司 | 145,386 | -4.16 | 45,356 | -42.91 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 23,935 | 13.82 | 7,226 | -27.65 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 23,198 | 144.42 | 7,237 | 45.61 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 7,336 | -15.17 | 2,289 | -49.48 | ||||
| 2025-05-22 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 8,259 | 23.27 | 4,326 | 27.62 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 231,191 | -4.37 | 72,125 | -43.04 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 240,810 | -2.07 | 75,125 | -41.67 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 1,824 | 551 | ||||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 139,238 | -23.30 | 43,438 | -54.31 | ||||
| 2025-07-23 | 13F | 阿米投资管理公司 | 8,470 | 30.65 | 2,642 | -22.18 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 714 | -6.05 | 294 | -28.88 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 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 | 30,430 | -13.63 | 12,520 | -34.49 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 5,041 | -37.26 | 2,074 | -52.41 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 273,118 | 17.41 | 85 | -29.75 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 350 | 2,413 | ||||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 8,902 | -4.17 | 2,777 | -42.92 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 6,445 | -12.88 | 2,011 | -48.12 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 360,949 | 17.68 | 112,605 | -29.90 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 687 | -0.15 | 214 | -40.56 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 49,525 | -77.50 | 15,450 | -86.60 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 15,150 | -2.68 | 4,726 | -42.03 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 156 | -96.53 | 49 | -96.20 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺纳斯达克自由现金流成就 ETF | 1,431 | 10.84 | 432 | -29.53 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 25,839 | 86.54 | 8,061 | 11.11 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 2,902 | -15.22 | 905 | -49.50 | ||||
| 2025-05-07 | 13F | Ironsides 资产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 12,504 | 6.48 | 3,775 | -32.31 | ||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 1,049 | -42.65 | 327 | -65.83 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 218 | -97.09 | ||||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | Call | 15,425 | 4,812 | |||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 25,000 | 78.57 | 8 | 0.00 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 5,419 | -8.11 | 1,691 | -45.27 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 3,631 | 0.19 | 1,133 | -40.36 | ||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 3,994 | 53.91 | 1,246 | -8.39 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS Capital Growth VIP A 级 | 11,612 | -46.65 | 3,623 | -68.22 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 1,673 | 1.58 | 522 | -39.56 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 81,736 | -5.83 | 25,499 | -43.91 | ||||
| 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 | 5,727 | -63.16 | 1,787 | -78.06 | ||||
| 2025-05-30 | NP | PSKIX - PIMCO StocksPLUS 国际基金（未对冲）机构 | 309 | -86.96 | 162 | -86.56 | ||||
| 2025-07-22 | 13F | 遗产信托 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,156 | 1,297 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 5,104,614 | -30.50 | 1,592,487 | -58.60 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | Spdr 道琼斯工业平均指数 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 | 5,523,496 | 5.89 | 2,272,587 | -19.69 | ||||
| 2025-05-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 41,644 | 656.48 | 21,811 | 683.44 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 4,410 | 262.96 | 1,376 | 116.19 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 5,157 | -0.39 | 2,701 | -0.41 | ||||
| 2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 975 | 0.00 | 304 | -40.39 | ||||
| 2025-07-21 | 13F | 哈德曼约翰斯顿全球顾问有限公司 | 26,790 | -43.26 | 8,358 | -66.21 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 100 | 31 | ||||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 23,424 | -22.33 | 7,308 | -53.74 | ||||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 4,278 | -38.80 | 1,335 | -63.56 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 56,801 | 33.69 | 17,720 | -20.37 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 15,877 | -7.15 | 4,953 | -44.70 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 11,660 | 37.02 | 3,634 | -18.41 | |||
| 2025-07-29 | 13F | 弗拉文金融服务有限公司 | 4,981 | 3.77 | 1,554 | -38.20 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,769,061 | 6.68 | 863,864 | -36.45 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 125 | 0.00 | 39 | -41.54 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 539,573 | -6.16 | 168,331 | -44.11 | ||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 783 | 0.00 | 244 | -40.49 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 510 | 2.62 | 159 | -38.85 | ||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 3,904 | -60.36 | 2 | -50.00 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 370,536 | -10.40 | 152,453 | -32.04 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 827 | 0.12 | 258 | -40.51 | ||||
| 2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 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 | 4,490 | 4.18 | 1,847 | -21.00 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 9,185 | -31.18 | 2,864 | -59.03 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 55,000 | 17,158 | ||||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 2,707 | 0.00 | 845 | -40.44 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 1,909 | 14.04 | 785 | -13.55 | ||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 196,643 | -9.70 | 80,907 | -31.52 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 7,502,469 | 6.11 | 2,340,346 | -36.79 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 阿登达资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 28,098 | 19.35 | 8,766 | -28.91 | ||||
| 2025-07-28 | 13F | 大象马克B | 6,441 | 9.17 | 2,009 | -34.98 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 1,384 | 432 | ||||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 7,736 | -14.53 | 2,414 | -49.09 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 4,000 | -19.42 | 1,248 | -52.02 | ||||
| 2025-07-22 | 13F | Awm 资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 488 | 388.00 | 152 | 162.07 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | Call | 127,010 | 39,592 | |||||
| 2025-08-14 | 13F | 甘文丁街资本管理有限公司 | 32,500 | 10,139 | ||||||
| 2025-07-17 | 13F | 奥弗布鲁克管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 4,214 | -7.00 | 1,315 | -44.63 | ||||
| 2025-05-29 | NP | AWSAX - 景顺全球核心股票基金A类 | 19,258 | 7.69 | 10,086 | 11.50 | ||||
| 2025-08-14 | 13F | 卓越资本有限合伙人 | 575,451 | 179,523 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 244 | 9.42 | 76 | -34.48 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 31,787 | 1.54 | 9,917 | -39.52 | ||||
| 2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 778 | 243 | ||||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 3,092 | 19.75 | 850 | -37.02 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 1,831 | -32.61 | 571 | -59.87 | ||||
| 2025-08-06 | 13F | 云资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | LCNB公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 3,860 | -1.15 | 1,204 | -41.12 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 2,351 | 1.07 | 733 | -39.82 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心成长基金 | 9,106 | -1.14 | 2,841 | -41.13 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 34,768 | -14.26 | 10,847 | -48.93 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 547 | -14.40 | 171 | -49.10 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 18,294 | -2.42 | 511 | -52.90 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,300 | 19.38 | 58,432 | -28.90 | ||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 4,754 | -7.74 | 1,435 | -41.36 | ||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 24,776 | 0.00 | 8 | -41.67 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 10,250 | 0.00 | 4,217 | -24.15 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 16,377 | 261.12 | 5,109 | 115.12 | ||||
| 2025-03-27 | NP | VVPLX - Vulcan Value Partners 基金投资者类别股票 | 16,966 | -38.27 | 9,204 | -41.88 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 奥尔登全球资本有限责任公司 | 23,655 | 7,380 | ||||||
| 2025-08-07 | NP | USPVX - Union Street Partners 价值基金 A 类股票 | 3,640 | 1,136 | ||||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 791 | -11.32 | 247 | -47.21 | ||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 70,722 | 12.76 | 22,063 | -32.83 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 6,213 | -64.04 | 1,938 | -78.58 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,347 | -1.27 | 1,044 | -41.18 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 67 | 0.00 | 21 | -42.86 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 3,536 | -4.51 | 1,852 | -1.17 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,661 | -23.98 | 518 | -54.72 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 35,947 | 77.17 | 11,214 | 5.53 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 920 | 36.70 | 278 | -13.17 | ||||
| 2025-04-11 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 科伦特资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 21,764 | 3.18 | 6,790 | -38.54 | ||||
| 2025-08-29 | NP | JLFSX - 全球气候行动基金 - I 类 | 179 | 36.64 | 56 | -16.67 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 7,417 | -7.28 | 2,314 | -44.78 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 60,848 | -2.31 | 18,983 | -41.81 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 8,750,560 | 117.66 | 2,729,912 | 29.65 | ||||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 302 | -1.31 | 158 | 2.60 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,170 | 229.29 | 677 | 95.94 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,674 | 0.00 | 2,706 | -40.44 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 56,390 | 374.98 | 17,592 | 182.95 | ||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 第1776章 | 2,440 | -0.61 | 761 | -40.78 | ||||
| 2025-07-29 | NP | ACGIX - 景顺成长和收益基金 A 类 | 136,169 | 53.88 | 41,111 | -2.19 | ||||
| 2025-07-23 | 13F | Integris 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 马林银行 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP 顾问公司 | 20,683 | 20.69 | 6,462 | -28.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 30,565 | 31.59 | 9,535 | -21.62 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 9,400 | 754.55 | 2,933 | 409.03 | |||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 7,764 | -3.02 | 2,422 | -42.24 | ||||
| 2025-04-17 | NP | FLMFX - MUIRFIELD FUND 零售类 | 1,623 | -87.15 | 850 | -86.40 | ||||
| 2025-05-15 | 13F | Meridiem资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | BDF-管理 | 20,703 | -39.06 | 6,459 | -63.70 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 7,025 | 719.72 | 2,192 | 389.06 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 13,765 | -95.51 | 4,294 | -97.33 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 5,162 | 970.95 | 1,558 | 557.38 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 1,192 | 0.68 | 0 | |||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 30,875 | -0.45 | 9,321 | -36.73 | ||||
| 2025-07-22 | 13F | MAS 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 22,686 | -0.63 | 7,077 | -40.81 | ||||
| 2025-08-12 | 13F | 艾姆斯国民公司 | 2,174 | 0.00 | 678 | -40.42 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 13,939 | -17.84 | 4,349 | -51.06 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 1,058,591 | -1.75 | 330,249 | -41.48 | ||||
| 2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 503,959 | -4.98 | 207,349 | -27.93 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 787 | -19.12 | 246 | -51.87 | ||||
| 2025-03-28 | NP | FEVAX - 第一鹰美国价值基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 17,200 | 0.00 | 5,366 | -40.44 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 7,473 | 6.82 | 2,331 | -36.36 | ||||
| 2025-08-14 | 13F | 外显子资产管理有限公司 | 1,400 | 437 | ||||||
| 2025-05-28 | NP | TLGWX - 成长与收入基金 | 9,065 | 29.22 | 4,748 | 33.79 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 1,087 | -75.33 | 339 | -85.31 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 31 | 121.43 | 10 | 28.57 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 271,075 | -24.72 | 88,408 | -53.07 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 15,752,612 | -5.39 | 4,913,892 | -43.64 | ||||
| 2025-03-28 | NP | SGENX - 第一鹰环球基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,758 | -38.19 | 541 | -68.31 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,257 | -40.08 | 704 | -64.32 | ||||
| 2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Put | 965,000 | 301,051 | |||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | 西德卢瑟福有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Call | 455,000 | 141,946 | |||||
| 2025-08-14 | 13F | 白骑士战略财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 彭特沃特资本管理有限公司 | 975,000 | 304,171 | ||||||
| 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 | 2,231 | 44.78 | 696 | -13.75 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 771,471 | -41.99 | 240,676 | -65.45 | ||||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 127,077 | -9.19 | 39,754 | -45.76 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 1,840 | 12.06 | 574 | -33.26 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 38,560 | 0.62 | 15,865 | -23.69 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 2,394 | -9.63 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 2,000 | 0.00 | 624 | -40.50 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 778 | -99.72 | 243 | -99.84 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 392 | -16.42 | 122 | -50.20 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 981 | 11.60 | 500 | 14.98 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 110,952 | 17.28 | 35 | -30.61 | ||||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 714 | -12.18 | 223 | -47.76 | ||||
| 2025-08-04 | 13F | 肖尔茨公司 | 16,650 | -15.91 | 5,194 | -49.91 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,189,542 | 7.14 | 372 | -36.25 | ||||
| 2025-07-28 | NP | NBSRX - Neuberger Berman 可持续股票基金投资者类别 | 13,629 | 0.00 | 4,115 | -36.44 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 2,000 | 624 | |||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 242,829 | 3.65 | 75,755 | -38.26 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,016 | 37.05 | 629 | -18.31 | ||||
| 2025-08-28 | NP | DODWX - 道奇考克斯全球股票基金 | 411,900 | 221.55 | 128,500 | 91.53 | ||||
| 2025-08-27 | 13F | 塞内卡财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Matrix私人资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 20,400 | -12.14 | 6,364 | -47.66 | ||||
| 2025-04-25 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,300 | -84.72 | 1,567 | -88.11 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 324 | 101 | ||||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 43,020 | 0.00 | 13 | -40.91 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 14,395 | -7.39 | 4,346 | -41.14 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 艾尔伍德资本合伙公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-12 | 13F | 斯塔利资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 8,535 | 63.66 | 2,663 | -2.53 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 951,478 | 22.56 | 296,833 | -27.00 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 113,960 | -32.91 | 36 | -60.23 | ||||
| 2025-08-27 | NP | Nuveen Dow 30sm 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,760 | -4.93 | 25,507 | -43.37 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 1,016 | 317 | ||||||
| 2025-05-12 | 13F | 高斯资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 259,851 | 28.67 | 81,066 | -23.36 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 23,475 | 20.58 | 7,323 | -28.18 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 3,296 | -1.29 | 1,028 | -41.19 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | FRANK FUNDS - Camelot 事件驱动基金 A 类股票 | 9,500 | 2,964 | ||||||
| 2025-07-31 | 13F | 红杰资产管理有限公司 | 3,500 | -12.50 | 1,092 | -47.92 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 146,906 | -1.81 | 45,830 | -41.51 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 9,139 | -15.05 | 2,851 | -49.40 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 13,248 | 0.00 | 5,451 | -24.16 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 26,531 | 71.23 | 8,277 | 2.00 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 12,689 | 12.43 | 3,959 | -33.04 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 1,207 | 377 | ||||||
| 2025-08-12 | 13F | 维纳管理有限责任公司 | 6,370 | 1,987 | ||||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 995 | 48.73 | 310 | -11.43 | ||||
| 2025-07-11 | 13F | 先锋资本财富顾问 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 | 2,018 | 630 | ||||||
| 2025-07-29 | NP | PRVS - 帕纳索斯价值精选 ETF | 656 | 31.20 | 205 | -21.84 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 1,602 | 33.28 | 500 | -20.67 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 948 | 15.05 | 390 | -12.75 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 1,285 | 2.23 | 401 | -39.21 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 1,000 | 312 | |||||
| 2025-05-09 | 13F | CCLA投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 3,597 | 0.11 | 1,122 | -40.35 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 3,300 | 1,030 | |||||
| 2025-08-28 | NP | Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I | 28,388 | 11.48 | 8,856 | -33.59 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 12,500 | 3,900 | |||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 26,399 | -44.38 | 8,119 | -59.14 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,312 | -3.79 | 721 | -42.69 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 11,272 | 1.08 | 3,517 | -39.79 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 109,433 | -82.04 | 34,140 | -89.30 | ||||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 18 | 0.00 | 0 | |||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -10,932 | -9.96 | -3,410 | -46.37 | |||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 10,228 | 0.00 | 4,208 | -24.15 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 326,494 | -26.18 | 101,856 | -56.03 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 20,433 | 15.82 | 6,374 | -31.01 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 13,673 | -1.90 | 4,266 | -41.58 | ||||
| 2025-05-15 | 13F | 艾布拉姆斯野牛投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 457,719 | -13.65 | 142,795 | -48.57 | ||||
| 2025-07-31 | 13F | QV 投资者公司 | 29,154 | -4.24 | 9 | -40.00 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 6,530,911 | -11.32 | 2,037,448 | -47.18 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 4 | 1 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 49,676 | 4.65 | 20,439 | -20.63 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 7,085 | 0.00 | 2,210 | -40.43 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Loomis Sayles 全球配置投资组合 A 类 | 18,461 | 15.50 | 5,759 | -31.20 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 3,370 | 2.71 | 1,051 | -38.82 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 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 | 18,142 | 0.00 | 7,464 | -24.15 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 30,451 | -32.99 | 12,529 | -49.18 | ||||
| 2025-07-23 | 13F | Spectrum 资产管理公司 (NB/CA) | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 3,403 | 10.31 | 1,062 | -34.30 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 279,000 | 11.42 | 84,233 | -29.17 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 24,109 | 50.56 | 7,521 | -10.31 | ||||
| 2025-07-22 | NP | RIVBX - Riverbridge 成长基金机构级 | 8,665 | -2.91 | 2,616 | -38.29 | ||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 978 | 0.00 | 305 | -40.43 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 2,514 | 9.35 | 1 | -100.00 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 207 | 85 | ||||||
| 2025-07-16 | 13F | 诺维姆集团 | 1,012 | -42.07 | 316 | -65.57 | ||||
| 2025-08-12 | 13F | 木材溪资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 审慎投资者网络 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 15,950 | -39.89 | 4,976 | -64.19 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 35,062 | 38.55 | 10,938 | -17.47 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 20,512 | -8.42 | 6,399 | -45.45 | ||||
| 2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 207,960 | -5.60 | 64,877 | -43.77 | ||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 16,411 | -1.13 | 5,120 | -41.11 | ||||
| 2025-08-12 | 13F | 集中财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 850 | -26.09 | 265 | -55.98 | ||||
| 2025-07-30 | 13F | 加冕基金管理有限公司 | 39,862 | 12,436 | ||||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 233,012 | 3.36 | 122,040 | 7.02 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 862,869 | 0.59 | 269,189 | -40.08 | ||||
| 2025-07-18 | NP | MAIPX - MAI 机构管理波动基金 | 3,911 | -41.65 | 1,181 | -62.93 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 3,589 | -36.29 | 1,880 | -34.05 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 4,874 | -7.86 | 2 | -50.00 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | 37,444 | -6.63 | 11,681 | -44.39 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 5,886 | -12.95 | 2 | -66.67 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 340,735 | 4.42 | 106,299 | -37.80 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 77,388 | 267.48 | 24,143 | 118.90 | ||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 35,590 | 9.06 | 11,103 | -35.04 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 5,415 | -63.51 | 1,689 | -78.27 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,013 | -31.83 | 316 | -59.38 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 38,733 | -3.06 | 12,084 | -42.26 | ||||
| 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 | 3,807 | 9.40 | 1,188 | -34.85 | ||||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 775 | -6.96 | 0 | |||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 2,468 | 306.59 | 770 | 142.90 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 170,562 | -0.41 | 53,210 | -40.68 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 19,733 | 41.10 | 6,156 | -15.95 | ||||
| 2025-05-29 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 643 | 18.20 | 337 | 22.18 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 1,036 | 1.87 | 323 | -39.29 | ||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 6,379 | 24.15 | 1,990 | -26.05 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,720 | 144.60 | 849 | 45.70 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 160 | 50 | ||||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 1,778 | 4.53 | 555 | -37.82 | ||||
| 2025-05-15 | 13F | 阿德斯利咨询合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | ABPAX - AB 保守财富策略 A 级 | 1,777 | -33.15 | 536 | -57.53 | ||||
| 2025-08-14 | 13F | 潜望镜资本公司 | Put | 900 | 281 | |||||
| 2025-08-14 | 13F | 潜望镜资本公司 | Call | 900 | 281 | |||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 12,210 | 0.86 | 5,024 | -23.51 | ||||
| 2025-08-14 | 13F | 威克资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 4,924 | -2.36 | 2 | -50.00 | ||||
| 2025-05-14 | 13F | 蒙特利私人财富公司 | 1,237 | 0.32 | 648 | 3.85 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 31,931 | -5.11 | 9,962 | -43.48 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 2,548 | 33.12 | 769 | -15.40 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 5,747 | 31.99 | 1,793 | -21.40 | ||||
| 2025-05-15 | 13F | PFM 健康科学，LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 315,027 | -25.90 | 98,279 | -55.86 | ||||
| 2025-07-30 | 13F | 契约伙伴有限责任公司 | 2,178 | 0.00 | 679 | -40.44 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型价值投资组合 A 类 | 930 | -0.11 | 290 | -40.45 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 2,219 | -3.23 | 692 | -42.33 | ||||
| 2025-07-23 | 13F | 温德尔财富有限责任公司 | 704 | 220 | ||||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 20,955 | -32.42 | 6,537 | -59.75 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 17,465 | -2.12 | 5,449 | -41.70 | ||||
| 2025-08-15 | NP | FMIHX - 大盘基金投资者类别 | 118,000 | 0.00 | 36,812 | -40.44 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 普通股基金 - I 类 | 8,908 | -18.42 | 2,779 | -51.41 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 15,600 | -8.78 | 6,418 | -30.82 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 12,032 | 6.21 | 3,754 | -36.74 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 8,640 | -2.64 | 2,695 | -42.01 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 16 | 5 | ||||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 31,195 | -3.21 | 9,732 | -42.35 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 73,303 | -15.80 | 22,868 | -49.85 | ||||
| 2025-07-29 | 13F | 奥唐纳金融服务有限责任公司 | 1,316 | -0.90 | 411 | -41.01 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 336,300 | 153.81 | 104,916 | 51.18 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 65 | 20 | ||||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 133,618 | 6.95 | 41,685 | -36.29 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 16,007 | -0.82 | 8,384 | 2.68 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 2,111 | -75.75 | 659 | -85.57 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 3,211 | 8.96 | 1,002 | -35.13 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 2,510 | -0.40 | 783 | -40.64 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 5,622 | -26.63 | 1,754 | -56.32 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 682 | -52.64 | 213 | -71.88 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 474 | 96.68 | 148 | 17.60 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 5,959 | 194.85 | 1,859 | 75.71 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 6,681 | -99.27 | 2,084 | -99.57 | ||||
| 2025-07-17 | 13F | 斯特内克资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 2,730 | 0.11 | 840 | -41.18 | ||||
| 2025-04-29 | 13F | 智能财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 891 | -44.38 | 278 | -66.98 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 60 | 19 | ||||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 54 | 3.85 | 17 | -40.74 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 1,147 | -39.73 | 358 | -64.16 | ||||
| 2025-04-17 | NP | FLDOX - 适度配置基金零售类 | 161 | -87.31 | 84 | -86.60 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 7,441 | -20.47 | 2 | -50.00 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 5,458 | 7.25 | 1,703 | -36.14 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A2 系列 | 2,384 | -6.18 | 744 | -44.14 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 3,495,181 | 1,438,057 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,015 | -50.46 | 317 | -70.55 | ||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 4,699 | 1 | ||||||
| 2025-05-27 | NP | IWY - iShares Russell 200 强增长 ETF | 36,774 | 10.00 | 19,260 | 13.89 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 2,341 | -83.89 | 730 | -90.41 | ||||
| 2025-08-14 | 13F | 远景管理有限合伙人 | 110,000 | 34,317 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 80,661 | 6.70 | 25,164 | -36.45 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,731 | 5.48 | 540 | -37.25 | ||||
| 2025-08-08 | 13F | 劳雷尔财富规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 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 | 118,902 | -2.86 | 37,094 | -42.14 | ||||
| 2025-08-22 | NP | MSVDX - 活力组合 I 级 | 222 | 2.30 | 69 | -38.94 | ||||
| 2025-08-18 | 13F | V2金融集团有限责任公司 | 8,645 | 1,395.67 | 2,697 | 792.72 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 10,177 | 24.00 | 3,175 | -26.15 | ||||
| 2025-07-22 | 13F | 美国顾问财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 14,344 | 73.40 | 5,902 | 31.51 | ||||
| 2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 2,618 | -49.43 | 817 | -69.90 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 2,103 | 2.04 | 656 | -39.20 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 5,010 | 0.00 | 1,563 | -40.45 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 763 | -73.08 | 400 | -70.70 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 706 | -13.90 | 220 | -48.72 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 13,085 | -5.06 | 4,082 | -43.45 | ||||
| 2025-05-09 | 13F | DJE 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 景林资产管理香港有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 257,283 | 2,575.85 | 80,265 | 1,494.12 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 6,484 | -72.37 | 2,023 | -83.55 | ||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 6,960 | 20.19 | 2,171 | -28.42 | ||||
| 2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 16,862 | 82.49 | 5,260 | 8.70 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 519 | -98.50 | 162 | -99.11 | ||||
| 2025-07-29 | NP | VGYAX - 先锋全球韦尔斯利收入基金海军上将股票 | 10,637 | 77.52 | 3,211 | 12.86 | ||||
| 2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 5,726 | -5.98 | 1,786 | -43.99 | ||||
| 2025-06-26 | NP | FVAL - 富达价值因子 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 | 27,241 | -4.58 | 11,208 | -27.63 | ||||
| 2025-08-06 | 13F | 南州公司 | 8,191 | -9.18 | 2,555 | -45.90 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 1,487 | -4.00 | 464 | -42.91 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 40,158 | -57.62 | 12,528 | -74.76 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 3,555 | 7.34 | 1,109 | -36.04 | ||||
| 2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 1,042 | -40.63 | 325 | -64.64 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 8,495 | -4.49 | 2,650 | -23.21 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | COHOX - Coho 相对价值股票基金顾问类别股票 | 16,508 | -15.49 | 6,792 | -35.90 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 5,280 | -60.01 | 1,647 | -76.51 | ||||
| 2025-07-31 | 13F | 地层财富顾问有限责任公司 | 1,115 | 22.80 | 348 | -26.95 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 283,249 | 32.44 | 88,366 | -21.11 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | Put | 37,300 | -6.75 | 11,636 | -44.46 | |||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,034 | 99.61 | 323 | 18.82 | ||||
| 2025-07-29 | 13F | 阿里斯顿服务集团 | 953 | 13.59 | 297 | -32.35 | ||||
| 2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 469,796 | 136.20 | 146,562 | 40.69 | ||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 12 | 6 | |||||
| 2025-06-25 | NP | CESGX - Coho相对价值ESG基金 | 3,503 | -2.56 | 1,441 | -26.10 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 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 | 437,911 | 0.00 | 180,174 | -24.15 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 6,921 | -15.08 | 2,159 | -49.40 | ||||
| 2025-07-28 | 13F | 贝克博耶国家银行 | 1,133 | 0.00 | 353 | -40.47 | ||||
| 2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 952 | 128.30 | 297 | 36.24 | ||||
| 2025-07-29 | NP | BPGSX - 波士顿合作伙伴全球可持续发展基金机构级 | 266 | -13.07 | 80 | -44.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 7,433 | 0.00 | 2,319 | -40.46 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 公平信托公司 | 46,819 | 238.04 | 14,606 | 101.38 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 9,355 | -34.77 | 2,918 | -61.15 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 2,477 | -24.92 | 773 | -55.30 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 9,586 | 24.75 | 3 | -50.00 | ||||
| 2025-08-29 | NP | SOAVX - Spirit Of America 大盘价值基金 A 类 | 1,550 | 0.00 | 484 | -40.44 | ||||
| 2025-07-11 | 13F | 大水财富管理 | 17,248 | 0.06 | 5,381 | -40.40 | ||||
| 2025-07-14 | 13F | 伍斯特·科塞尔财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 1,385 | 0.95 | 432 | -39.83 | ||||
| 2025-08-07 | 13F | 康帕斯玫瑰资产管理有限合伙人 | 83,000 | 25,894 | ||||||
| 2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 79,139 | -13.46 | 24,689 | -48.46 | ||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 3,464 | 271.67 | 1,081 | 121.77 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,167 | 7.46 | 480 | -18.51 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 153 | -10.00 | 0 | |||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 315,004 | -29.70 | 98 | -58.12 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,603 | 4.73 | 14,372 | -33.43 | ||||
| 2025-07-15 | 13F | 百达北美顾问公司 | 6,130 | -67.18 | 1,912 | -80.46 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 204 | 0.49 | 84 | -24.55 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 16 | 0.00 | 5 | -50.00 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 50,538 | -7.64 | 15,766 | -44.98 | ||||
| 2025-06-30 | NP | VWNDX - 先锋温莎基金投资者股票 | 775,643 | 117.77 | 319,131 | 65.16 | ||||
| 2025-05-30 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 383 | -90.93 | 201 | -90.70 | ||||
| 2025-05-13 | 13F | LifePlan 投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 714,900 | 439.14 | 223,027 | 221.14 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 709,830 | 55.75 | 221,446 | -7.23 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 642,931 | -8.09 | 200,575 | -45.26 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 461,600 | 161.09 | 144,005 | 55.51 | |||
| 2025-06-26 | NP | NCEGX - 北方国家股票增长基金 | 3,200 | 0.00 | 966 | -36.41 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 98,600 | 30,760 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,816,472 | -14.82 | 566,685 | -49.26 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 2,898 | 81.01 | 904 | 7.88 | ||||
| 2025-05-30 | NP | MFUT-Cambria Chesapeake Pure Trend ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 5,133 | 12.42 | 1,608 | -33.01 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 3,737 | 360.79 | 1 | |||||
| 2025-07-09 | 13F | 林肯资本公司 | 3,686 | -60.33 | 1,150 | -76.39 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 1,514 | 302.66 | 472 | 140.82 | ||||
| 2025-07-17 | 13F | 撒克逊利益公司 | 3,566 | 0.00 | 1,868 | 0.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Franklin 股息和收入管理风险投资组合 II 类股票 | 767 | -88.90 | 239 | -93.40 | ||||
| 2025-07-23 | 13F | 分水岭私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 3,822 | 3.86 | 1,192 | -38.14 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 8,608,589 | 15.67 | 2,685,622 | -31.10 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 3,145 | 32.70 | 981 | -20.95 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 312,941 | 0.00 | 97,628 | -40.44 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 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 | 276,492 | -27.39 | 113,760 | -44.93 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 5,819 | -49.31 | 1,815 | -69.81 | ||||
| 2025-08-12 | 13F | 伊予银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 1,204 | -0.58 | 370 | -41.64 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 116,372 | 1.01 | 36,305 | -39.83 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,159 | -11.26 | 362 | -47.22 | ||||
| 2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 13,904 | -19.50 | 4,198 | -48.84 | ||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 152 | 390.32 | 47 | 193.75 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 774 | 0.39 | 241 | -40.20 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 12,232 | 4.14 | 3,816 | -37.98 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 30 | 2,900.00 | 9 | -35.71 | ||||
| 2025-08-26 | NP | IXJ - iShares 全球医疗保健 ETF | 486,038 | -1.03 | 151,629 | -41.05 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 57,099 | 31.09 | 17,650 | -21.48 | ||||
| 2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 10,422 | 41.12 | 3,147 | -10.29 | ||||
| 2025-08-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | 2,724 | 20.42 | 850 | -28.29 | ||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 841 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 1,347 | 420 | ||||||
| 2025-07-15 | 13F | Avaii 财富管理有限公司 | 3,466 | 438.20 | 1,081 | 220.77 | ||||
| 2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 235,215 | 12.77 | 73,380 | -32.83 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,695 | -1.77 | 14,567 | -41.49 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,438,956 | 50.72 | 592,044 | 14.31 | ||||
| 2025-07-23 | 13F | 点燃规划师有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 1,497 | 127.51 | 467 | 35.76 | ||||
| 2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 5,911 | 8.36 | 1,844 | -35.46 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 20,872 | 10.50 | 6,511 | -34.18 | ||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,663 | 102.35 | 13,439 | 53.47 | ||||
| 2025-07-09 | 13F | 防波堤投资管理 | 3 | 0.00 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | Call | 1,000 | 312 | |||||
| 2025-07-31 | 13F | 马德香农财富管理公司 | 14,706 | -0.03 | 4,588 | -40.46 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 全国基金 I 类 | 16,687 | 0.00 | 5,206 | -40.44 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 4 | 1 | ||||||
| 2025-07-31 | 13F | GenTrust 有限责任公司 | 1,385 | -41.36 | 432 | -65.08 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 67,137 | -29.44 | 20,945 | -57.97 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 3,522 | -33.95 | 1,449 | -49.90 | ||||
| 2025-04-21 | 13F | 公民与北方公司 | 0 | -100.00 | 0 | |||||
| 2025-09-02 | 13F | Pvg资产管理公司 | 1,030 | 321 | ||||||
| 2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 4,420 | 1,379 | ||||||
| 2025-07-31 | 13F | Topsail财富管理有限责任公司 | 2,281 | -5.16 | 712 | -43.53 | ||||
| 2025-08-13 | 13F | 全地形财务顾问有限责任公司 | Put | 4,300 | 1,341 | |||||
| 2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 32,141 | -6.11 | 9,704 | -40.32 | ||||
| 2025-08-05 | NP | HNASX - 成长基金 | 19,893 | 8.15 | 6,206 | -35.58 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 2,641 | -94.33 | 824 | -96.63 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 5,734 | 0.81 | 1,789 | -39.96 | ||||
| 2025-08-07 | 13F | 明尼阿波利斯投资组合管理集团有限责任公司 | 68,630 | 21,411 | ||||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 609 | 0.16 | 190 | -25.59 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 1,657 | 64.55 | 517 | -2.09 | ||||
| 2025-08-14 | 13F | 恒指导金融有限责任公司 | 6,818 | 2,127 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 202,195 | -71.58 | 63,079 | -83.07 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 189 | 9.88 | 59 | -35.56 | ||||
| 2025-05-15 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | MIOFX - Marsico 国际机会基金 | 9,346 | 2,916 | ||||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安比银行 | 3,672 | -19.74 | 1,146 | -52.21 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 2,906 | -15.94 | 907 | -49.94 | ||||
| 2025-08-27 | NP | 自由全明星股票基金 | 64,085 | -24.07 | 19,993 | -54.77 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 2,863 | -0.69 | 893 | -40.86 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 12,246 | 38.40 | 3,820 | -17.57 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 81,278 | -9.52 | 25,356 | -46.11 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 3,876 | -8.91 | 1,209 | -45.74 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 91,529 | 0.00 | 28,554 | -40.44 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,348,285 | 55.13 | 420,585 | -7.57 | ||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 39,633 | 812.99 | 12,364 | 443.95 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 83,317 | 22.11 | 34,280 | -7.39 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 德国商业银行 | 434,900 | -46.46 | 136 | -68.24 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 19,196 | 0.51 | 5,989 | -40.13 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 93 | -45.93 | 29 | -64.20 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | RMR 财富创造者 | 1,005 | -8.39 | 314 | -45.47 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 9,249 | 3.79 | 2,885 | -38.18 | ||||
| 2025-08-14 | 13F | Strive 资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FCGBX - 邓普顿全球平衡基金 C 类 | 7,841 | 0.00 | 2,446 | -40.43 | ||||
| 2025-06-26 | NP | TWQAX - 泛美大盘价值 A | 102,907 | -5.08 | 42,340 | -28.01 | ||||
| 2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 738 | -16.89 | 230 | -50.43 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 41,348 | -0.33 | 12,899 | -40.63 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 2,463 | -48.04 | 768 | -69.06 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 7,641 | 26.80 | 2,384 | -24.49 | ||||
| 2025-08-01 | 13F | 帕萨迪纳私人财富有限责任公司 | 1,068 | 16.34 | 333 | -30.62 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 69,188 | -1.13 | 21,585 | -41.11 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 83,060 | -0.74 | 25,077 | -36.90 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 17,665 | 48.31 | 7,268 | 12.49 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 3,614 | 0.31 | 1,127 | -40.28 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 420,528 | 1.34 | 173,022 | -23.14 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 1,486 | 164.88 | 464 | 58.02 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 240 | -25.00 | 75 | -55.69 | ||||
| 2025-05-27 | NP | GEQYX - 机构股票指数基金 | 91,931 | 6.51 | 48,149 | 10.28 | ||||
| 2025-08-14 | 13F | 索纳资产管理（美国）有限公司 | 20,000 | 6,239 | ||||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 379,725 | 14.45 | 118,463 | -31.83 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 17,156 | -7.25 | 5,352 | -44.76 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 154,570 | -1.15 | 48,221 | -41.12 | ||||
| 2025-08-14 | 13F | 索纳资产管理（美国）有限公司 | Call | 35,000 | 10,919 | |||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 11,990 | -67.72 | 3,740 | -80.78 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | CWM有限公司 | 133,461 | 13.72 | 42 | -32.79 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 167 | -20.48 | 52 | -52.29 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 3,858 | -4.29 | 1,203 | -43.01 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 13,910 | 0.32 | 4 | -42.86 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 38,922 | -5.58 | 12,142 | -43.76 | ||||
| 2025-04-10 | 13F | 财务咨询合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-07 | NP | RUNN - RUNNING OAK 高效增长 ETF | 9,540 | 31.66 | 4,531 | 2.49 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 1,438 | -4.83 | 449 | -43.36 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 697 | -23.26 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 327,600 | 2,344.78 | 102,201 | 1,356.27 | |||
| 2025-06-26 | NP | FDMLX - 富达系列内在机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,400 | -30.90 | 25,674 | -47.59 | ||||
| 2025-07-25 | 13F | 希维克全球医疗保健有限责任公司 | 15,000 | 200.00 | 5 | 100.00 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 26,613 | -8.72 | 8,302 | -45.63 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 46,555 | -54.47 | 14,524 | -72.88 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 686,800 | 4,669.44 | 214,261 | 2,740.89 | |||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 29,032 | -8.61 | 9,057 | -45.56 | ||||
| 2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 10,289 | 0.00 | 3,106 | -36.43 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 29,138 | -8.16 | 9,090 | -45.29 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 38,313 | -0.94 | 11,953 | -41.00 | ||||
| 2025-08-15 | 13F | 蒙塔格考德威尔有限公司 | 364 | -97.49 | 114 | -98.51 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 112,600 | 44.02 | 46,328 | 9.23 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,215 | -6.85 | 669 | -40.83 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 5,303 | -12.59 | 1,655 | -47.94 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ATVPX - Alger 35 基金 P 类 | 356 | -67.04 | 146 | -75.04 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Crake资产管理有限责任公司 | 113,943 | 35,547 | ||||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 1,811 | -0.17 | 565 | -40.46 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 4,676 | 32.20 | 1,459 | -21.27 | ||||
| 2025-06-27 | NP | FEAMX - 美国第一鹰基金 C 类 | 36,061 | -9.91 | 14,837 | -31.67 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 1,204 | -1.23 | 363 | -37.20 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 757 | 33.27 | 236 | -20.54 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 37,505 | 0.12 | 11,700 | -40.36 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,205,342 | -59.19 | 363,905 | -74.06 | ||||
| 2025-08-04 | 13F | FRG 家族财富顾问有限责任公司 | 1,732 | -3.08 | 540 | -42.25 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -232 | 60.00 | -72 | -4.00 | |||
| 2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 2,971 | 927 | ||||||
| 2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 6,743 | -23.44 | 2,036 | -51.34 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 125 | -85.73 | 39 | -91.70 | ||||
| 2025-06-25 | NP | POLRX - Polen 成长基金投资者类别 | 204,438 | -7.09 | 84,114 | -29.53 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 60,484 | -62.50 | 18,869 | -77.66 | ||||
| 2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 47,359 | -13.20 | 14,775 | -48.30 | ||||
| 2025-07-29 | NP | PHLAX - PGIM Jennison 健康科学基金 A 类 | 126,565 | -22.03 | 38,211 | -50.44 | ||||
| 2025-08-05 | 13F | 森伯斯特金融集团有限责任公司 | 1,629 | -21.72 | 508 | -53.39 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 1,540 | 1,825.00 | 480 | 1,070.73 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 13,063 | -35.06 | 4,076 | -61.32 | ||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 1,535 | 59.56 | 479 | -4.97 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 268 | 16.52 | 110 | -11.29 | ||||
| 2025-07-24 | 13F | 伯纳德财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 2,623 | -50.98 | 818 | -70.81 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 550,406 | -4.29 | 171,710 | -42.99 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 279,291 | 5.09 | 87,130 | -37.40 | ||||
| 2025-08-27 | NP | RPEAX - 戴维斯机会基金 A 级 | 23,475 | 29.73 | 7,323 | -22.73 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 9,342 | -25.84 | 2,914 | -55.83 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 94 | 29 | ||||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 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 | 41,754 | 37.56 | 12,606 | -12.56 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 510 | -4.49 | 159 | -43.01 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 3,637 | 998.79 | 1,135 | 487.56 | ||||
| 2025-04-24 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | 855 | -7.67 | 406 | -28.14 | ||||
| 2025-07-14 | 13F | 湖岸财务规划公司 | 662 | 0.30 | 206 | -40.29 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 12,193 | -19.05 | 3,804 | -51.79 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 8,537 | -25.36 | 2,663 | -55.54 | ||||
| 2025-08-26 | NP | PNBAX - Virtus NFJ 大盘价值基金 A | 9,048 | -23.09 | 2,823 | -54.20 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rhenman & Partners 资产管理公司 | 30,430 | -60.70 | 9,493 | -76.59 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 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 | 374,681 | 8.33 | 154,159 | -17.84 | ||||
| 2025-08-28 | NP | WMBLX - WesMark 平衡基金 | 1,400 | 437 | ||||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 41,062 | 79.22 | 12,810 | 6.76 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 217,869 | -49.49 | 67,969 | -69.91 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 1,338 | -0.52 | 417 | -40.77 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 12,802 | -89.56 | 3,994 | -93.78 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 35,162 | -0.22 | 14,467 | -24.32 | ||||
| 2025-08-01 | 13F | 卫斯理保险公司 | 61,555 | 0.00 | 19 | -40.62 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 271 | 2,158.33 | 85 | 1,300.00 | ||||
| 2025-07-30 | 13F | 道德公司 | 91,289 | 0.04 | 28,218 | -40.89 | ||||
| 2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 767 | 239 | ||||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 3,659 | 34.18 | 1,141 | -20.10 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 99,474 | 13.09 | 30,788 | -32.46 | ||||
| 2025-08-14 | 13F | 全景资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 17,054 | -1.34 | 5,149 | -37.29 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 551 | -7.39 | 172 | -45.02 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 2,140 | 41.72 | 668 | -15.57 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 1,010 | -18.94 | 315 | -51.69 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 4,877 | -0.10 | 1,522 | -40.49 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 2,693 | -9.63 | 840 | -46.15 | ||||
| 2025-07-09 | 13F | 索耶公司 | 6 | 0 | ||||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 59,747 | 1.50 | 18,639 | -39.54 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 809,623 | 4.19 | 333,111 | -20.98 | ||||
| 2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 7,202 | 11.52 | 2,247 | -33.59 | ||||
| 2025-08-14 | 13F | 唐资本管理有限公司 | 2,721 | -23.16 | 849 | -54.26 | ||||
| 2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 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 | 97,900 | 21.61 | 29,557 | -22.70 | ||||
| 2025-08-05 | NP | HOVLX - 价值基金 | 48,600 | 75.45 | 15,162 | 4.51 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 12,720 | 50.55 | 3,968 | -10.33 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 湾街资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | IYH - iShares 美国医疗保健 ETF | 520,659 | -1.22 | 214,220 | -25.08 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 15,803 | 22.88 | 4,930 | -26.80 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 114,081 | 14.89 | 35,590 | -31.56 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 3,071 | -16.18 | 958 | -50.08 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 1,084 | -1.00 | 338 | -41.01 | ||||
| 2025-08-25 | NP | 美国基金保险系列-全球成长基金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 | 70,900 | -60.94 | 22,119 | -76.73 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,841 | 4.42 | 574 | -37.81 | ||||
| 2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 1,594 | -0.38 | 497 | -40.62 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 31,190 | -2.27 | 9,730 | -41.79 | ||||
| 2025-05-27 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 3,792 | -6.69 | 1,986 | -3.36 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 7,715 | 2,407 | ||||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 3,335 | -85.77 | 1,372 | -89.21 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 1,079 | -0.28 | 337 | -40.64 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 13,730 | 8.55 | 5,649 | -17.67 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 27,903 | 6.08 | 11,480 | -19.55 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 17,613 | -59.31 | 5,495 | -75.77 | ||||
| 2025-07-30 | 13F | 黑钻石金融有限责任公司 | 1,297 | 1.33 | 405 | -39.70 | ||||
| 2025-08-14 | 13F | 船尾福赛斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 56,504 | -16.03 | 17,628 | -49.99 | ||||
| 2025-07-09 | 13F | 终身财富顾问有限公司 | 657 | 15.47 | 205 | -31.54 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 5,622 | 3,050 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 223,981 | 2.23 | 70 | -39.47 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 67,257 | -0.67 | 20,982 | -40.84 | ||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 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 | 106,600 | -17.30 | 32,184 | -47.43 | ||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 10,057 | 44.08 | 3,036 | -8.42 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 53,643 | 5.23 | 16,735 | -37.32 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 391,594 | -22.01 | 122,166 | -53.54 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 103,546 | -33.83 | 31,262 | -57.94 | ||||
| 2025-07-25 | NP | UGIEX - 全球股票收益基金份额 | 1,075 | 286.69 | 325 | 136.50 | ||||
| 2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 960 | 0.00 | 290 | -36.48 | ||||
| 2025-08-08 | 13F | 创意策划 | 237,551 | 6.08 | 74,109 | -36.82 | ||||
| 2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 2,028 | -10.58 | 1,062 | -7.41 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 35,051 | -15.20 | 10,937 | -49.48 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 10,160 | -4.71 | 3,170 | -43.25 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 16,626 | 11.20 | 5,187 | -33.77 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 5,115 | -33.61 | 1,596 | -60.47 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 2,533 | -11.86 | 790 | -47.51 | ||||
| 2025-05-01 | 13F | 巴里投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 戈壁资本 | 328,200 | 102,389 | ||||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 827 | 40.65 | 258 | -16.29 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 121,624 | 6.11 | 37,943 | -36.79 | ||||
| 2025-07-31 | 13F | BIP 财富有限责任公司 | 863 | 3.73 | 269 | -38.16 | ||||
| 2025-07-22 | 13F | 资产规划服务公司 /la/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 4,187 | -0.48 | 1,306 | -40.72 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 126 | -85.19 | 39 | -91.24 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 601,478 | 5.21 | 247,472 | -20.21 | ||||
| 2025-05-22 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 142 | -82.83 | 74 | -82.30 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 779 | -10.77 | 243 | -46.83 | ||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 266,996 | 42.29 | 83,295 | -15.25 | ||||
| 2025-08-14 | 13F | Eversept 合伙人有限合伙人 | 60,736 | 18,948 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION 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 | 168,191 | -37.01 | 69,201 | -52.23 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 1,228 | 13.39 | 383 | -32.45 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 898,223 | -51.13 | 280,219 | -70.89 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | Call | 62 | ||||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 1,057 | -90.53 | 330 | -94.37 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 5,094 | 149.58 | 1,589 | 48.78 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 3,100 | 148.00 | 967 | 47.86 | ||||
| 2025-07-14 | 13F | 蓝天财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 4,555 | 0.00 | 1,421 | -40.42 | ||||
| 2025-05-27 | NP | BGRWX - BARRETT GROWTH FUND 零售类 | 1,000 | -33.33 | 524 | -31.00 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 3,829 | -9.71 | 1,194 | -46.24 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 2,806 | -8.54 | 875 | -45.52 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 1,136 | -10.13 | 354 | -46.44 | ||||
| 2025-08-14 | 13F | 投资马克咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,432 | 447 | ||||||
| 2025-07-10 | 13F | 温伯格资产管理公司 | 2,064 | -6.05 | 644 | -44.09 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 966 | -16.29 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 15,304,900 | 377.90 | 4,774,670 | 184.66 | |||
| 2025-07-16 | 13F | 雷尼尔家族财富公司 | 661 | -20.27 | 206 | -52.53 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 10,826,200 | 388.02 | 3,377,450 | 190.69 | |||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 115,115 | -6.57 | 35,912 | -44.35 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 700,704 | 1,571.97 | 218,599 | 895.94 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 222 | -40.80 | 69 | -64.80 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 14,927 | 1.03 | 4,657 | -39.83 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 798 | -91.63 | 249 | -95.03 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 2,865 | -2.12 | 894 | -41.64 | ||||
| 2025-07-11 | 13F | 卢茨和格林利集团公司 | 747 | -11.39 | 233 | -47.39 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 1,684,648 | 156.39 | 525,560 | 52.72 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 1,974 | -11.99 | 607 | -40.37 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 串联投资合伙公司 | 1,397 | 21.80 | 436 | -27.50 | ||||
| 2025-05-15 | 13F | 多伦多道明银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 239,600 | 25.12 | 74,748 | -25.47 | |||
| 2025-08-07 | 13F | 卫报合伙公司 | 13,641 | -8.35 | 4,132 | -35.14 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 212,400 | -21.04 | 66,262 | -52.97 | |||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 31,423 | 1.69 | 9,803 | -39.43 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 101 | -36.08 | 42 | -51.76 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 385,242 | 314.65 | 120,184 | 146.99 | ||||
| 2025-07-16 | 13F | 石松资产管理公司 | 829,356 | -26.15 | 258,734 | -56.01 | ||||
| 2025-08-12 | 13F | 绝对资本管理有限责任公司 | 1,616 | 504 | ||||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 4,495 | -5.88 | 1,402 | -43.94 | ||||
| 2025-08-15 | 13F | Soleus 资本管理有限合伙人 | 86,250 | 26,907 | ||||||
| 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 | 2,195 | -69.72 | 685 | -81.99 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 49 | -10.91 | 15 | -46.43 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 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 | 9,068 | 228.43 | 2,738 | 108.77 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 758 | -9.00 | 236 | -45.87 | ||||
| 2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 1,402 | -21.76 | 437 | -53.41 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 2,803 | -14.36 | 874 | -49.01 | ||||
| 2025-05-14 | 13F | 繁荣金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 4,280 | -7.72 | 1,335 | -45.04 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 13 | -56.67 | 4 | -73.33 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | QDVPAX - 戴维斯价值投资组合 | 6,300 | 1,965 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 3,160 | -12.59 | 986 | -47.97 | ||||
| 2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 1,024 | 25.95 | 319 | -24.94 | ||||
| 2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 库珀/海姆斯顾问有限公司 | 908 | 18.23 | 283 | -29.60 | ||||
| 2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 2,747 | -0.40 | 1 | -100.00 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 3,500 | 0.00 | 1,440 | -24.13 | ||||
| 2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 891 | 10.00 | 278 | -34.43 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 19,274 | -10.55 | 5,991 | -47.49 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 88,073 | 1.34 | 46,129 | 4.93 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 9,815 | 10.19 | 3,062 | -34.38 | ||||
| 2025-05-15 | 13F | 对称投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,154,308 | 64.01 | 360,078 | -2.31 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 3,645 | -10.68 | 1,137 | -46.79 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 179,426 | 7.19 | 73,823 | -18.70 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 28,601 | -8.63 | 8,922 | -45.58 | ||||
| 2025-08-05 | 13F | 新泽西州补充年金集体信托 | 4,300 | 43.33 | 1,341 | -14.64 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 3,436 | -6.20 | 1,037 | -40.37 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 62,266 | -20.17 | 19,425 | -52.45 | ||||
| 2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 747 | 0.27 | 233 | -40.26 | ||||
| 2025-08-13 | 13F | 埃尔格森资本管理公司 | 10,692 | 42.88 | 3,336 | -14.90 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 966 | -14.21 | 301 | -48.90 | ||||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 198 | -6.16 | 62 | -44.55 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 24,459 | 19.54 | 7,630 | -28.80 | ||||
| 2025-08-13 | 13F | 米格资本有限责任公司 | 55,961 | 17,458 | ||||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 11,947 | 528.46 | 3,727 | 528.50 | ||||
| 2025-08-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 392 | -2.73 | 122 | -42.18 | ||||
| 2025-05-23 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 91,995 | 0.00 | 48,182 | 3.54 | ||||
| 2025-07-21 | 13F | 沙利文伍德资本管理有限责任公司 | 1,434 | 447 | ||||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 254 | -69.69 | 79 | -81.96 | ||||
| 2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 272,065 | 4.15 | 111,938 | -21.01 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A4 系列 | 1,166 | -5.20 | 364 | -43.63 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 3,285 | -85.72 | 1,025 | -91.50 | ||||
| 2025-06-24 | NP | FBLAX - 富兰克林管理收益基金 A 类 | 50,000 | 0.00 | 20,572 | -24.16 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 63,008 | 7.39 | 19,023 | -31.74 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 10,134 | -11.32 | 3 | -40.00 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 1,394 | 32.76 | 435 | -20.77 | ||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 4,164 | -7.79 | 1,257 | -41.37 | ||||
| 2025-08-14 | 13F | 法拉隆资本管理有限公司 | 1,617,300 | 7.97 | 504,549 | -35.69 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 1,115,813 | -4.11 | 350,121 | -42.92 | ||||
| 2025-08-07 | 13F | 辛辛那提保险公司 | 220,081 | 0.00 | 68,659 | -40.44 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 7,256 | 6.11 | 2,264 | -36.81 | ||||
| 2025-06-24 | NP | MSOAX - MainStay MacKay 普通股基金 A 类 | 19,863 | -2.02 | 8,172 | -25.69 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 111,311 | 51.37 | 34,726 | -9.84 | ||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 992 | -1.10 | 309 | -41.14 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 4,637 | -3.88 | 1,447 | -42.76 | ||||
| 2025-07-24 | NP | FSHCX - 医疗保健服务组合 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 | 539,550 | 2.82 | 162,896 | -34.64 | ||||
| 2025-04-16 | 13F | 财富增值咨询服务有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | LJI 财富管理有限责任公司 | 2,075 | 182.31 | 647 | 68.49 | ||||
| 2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 2,104 | 107.91 | 635 | 32.29 | ||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 210 | -51.16 | 65 | -71.11 | ||||
| 2025-06-25 | NP | PGROX - 纽约梅隆银行全球增长基金公司 A 类 | 30,350 | -5.11 | 12,487 | -28.03 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 9,561 | 79.08 | 3,934 | 35.81 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 2,824 | 36.95 | 881 | -18.35 | ||||
| 2025-07-24 | NP | BlackRock Funds II - 贝莱德全球股息投资组合机构股票 | 45,946 | -11.66 | 13,872 | -43.85 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 667 | -11.42 | 208 | -47.21 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 71,550 | -1.53 | 21,602 | -37.41 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 17,608 | 85.86 | 5,493 | 10.70 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 667 | 0.00 | 208 | -40.40 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 10,338 | 437.04 | 3,225 | 219.94 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 732 | 228 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 5,814 | -7.54 | 2,392 | -29.87 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 706 | 7.13 | 220 | -36.05 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 19,077 | 141.54 | 5,952 | 43.88 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 647 | -7.31 | 202 | -44.93 | ||||
| 2025-07-07 | 13F | Rf&l 财富管理有限公司 | 5,300 | 130.43 | 1,653 | 37.29 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 51,568 | -17.55 | 16,088 | -50.89 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 6,945,750 | -7.37 | 2,166,866 | -44.83 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 2,278 | 19.96 | 711 | -28.57 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 1,241 | -23.40 | 387 | -54.36 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,550 | 0.00 | 638 | -24.17 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 21,778 | 2.79 | 6,794 | -38.88 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 9,349 | 0.00 | 2,823 | -36.44 | ||||
| 2025-08-08 | 13F | 财务生活规划师 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | MGLBX - Marsico 全球基金 | 22,417 | 33.19 | 6,993 | -28.93 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 840 | -38.46 | 262 | -63.31 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 333,700 | 427.17 | 104,104 | 214.01 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 213,300 | 85.48 | 66,543 | 10.48 | |||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 2,552 | -24.72 | 1,050 | -46.29 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 11,751 | -0.28 | 4,835 | -24.37 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,352,129 | 421,824 | ||||||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 堆栈财务管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 主流资本管理有限公司 | 3,235 | 1.28 | 1,009 | -39.65 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 1,048 | -7.34 | 327 | -44.93 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 1,959 | 0.00 | 611 | -40.45 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 6,738 | -0.04 | 2,102 | -40.45 | ||||
| 2025-04-15 | 13F | InTrack投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 55,400 | -33.89 | 22,794 | -49.86 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 6,132 | -12.24 | 1,913 | -47.72 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 4,600 | 109.09 | 1,435 | 24.57 | |||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 58,951 | -6.15 | 18,391 | -44.10 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 5,400 | 237.50 | 1,685 | 100.95 | |||
| 2025-03-25 | NP | EXEYX - 股票系列 S 级 | 1,881 | 0.00 | 1,020 | -3.86 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 11,455 | 341.60 | 3,574 | 163.11 | ||||
| 2025-08-14 | 13F | 伊顿剑桥公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 141 | -0.70 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 8,453 | 9.81 | 3,478 | -16.74 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 7,889 | -4.85 | 2,461 | -43.32 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 136,936 | 40.87 | 42,720 | -16.09 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,511,834 | -62.29 | 471,647 | -77.54 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 438 | -7.20 | 137 | -44.94 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 119,496 | -5.44 | 37,279 | -43.67 | ||||
| 2025-08-05 | 13F | 加里森·布拉德福德联合公司 | 26,067 | -21.66 | 8,132 | -53.33 | ||||
| 2025-05-07 | 13F | 布莱斯角资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 4,918,772 | -2.58 | 2,023,780 | -26.12 | ||||
| 2025-07-15 | 13F | 佩恩·戴维斯·麦克法兰公司 | 134,504 | 90.29 | 41,961 | 13.34 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 835 | 12.08 | 260 | -33.16 | ||||
| 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 | 1,798 | 0.00 | 543 | -36.46 | ||||
| 2025-08-11 | 13F | 钷顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 资本规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 4,804 | -3.28 | 1,499 | -42.41 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 19,520 | -3.57 | 6,090 | -42.56 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 10,272 | -5.39 | 3,205 | -43.65 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 64,488 | -12.18 | 20,118 | -47.69 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 105,070 | -33.58 | 32,779 | -60.44 | ||||
| 2025-05-30 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 1,415 | 0.00 | 741 | 3.64 | ||||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 12,012 | 272.23 | 3,627 | 136.68 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 207 | -1.90 | 62 | -38.00 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 3,852 | -17.53 | 1,202 | -50.90 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 806,614 | -68.41 | 251,639 | -81.18 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 12,676 | -10.75 | 6,639 | -7.60 | ||||
| 2025-05-01 | NP | NQCFX - Northquest资本基金公司 | 600 | 0.00 | 314 | 3.63 | ||||
| 2025-08-29 | NP | BIAFX - Brown Advisory 灵活股票基金投资者股票 | 89,010 | 28.54 | 27,768 | -23.44 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 19,884 | -4.06 | 6,203 | -42.85 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 650 | -10.71 | 203 | -46.98 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1,306 | -25.11 | 407 | -55.42 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 12,113 | 68.54 | 3,779 | 0.40 | ||||
| 2025-08-14 | 13F | 谢尔曼资产管理公司 | 260 | 0.00 | 81 | -40.44 | ||||
| 2025-05-14 | 13F | 阿里斯蒂德斯资本有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 92,842 | -28.16 | 28,964 | -57.21 | ||||
| 2025-05-29 | NP | RMBHX - 人民币基金A类 | 4,860 | 0.00 | 2,545 | 3.54 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 259 | 12.12 | 107 | -15.20 | ||||
| 2025-04-22 | 13F | Avantra 家庭财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 688,801 | 4.58 | 214,885 | -37.71 | ||||
| 2025-04-28 | NP | RFFC - RiverFront 动态美国 Flex-Cap ETF | 706 | -29.12 | 335 | -44.81 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 10,677 | -17.50 | 3,331 | -50.88 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 5,689 | 14.33 | 1,774 | -31.93 | ||||
| 2025-08-13 | 13F | 海维信基金 | 31,041 | 384.41 | 9,684 | 188.53 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 3,622 | -3.57 | 1,130 | -42.60 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 1,325 | -70.27 | 413 | -82.31 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 11 | -8.33 | 3 | -50.00 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 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 | 451,787 | 12.05 | 185,883 | -15.01 | ||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 1,646 | 20.32 | 514 | -28.35 | ||||
| 2025-07-22 | 13F | MGO 私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 1,262 | -38.95 | 394 | -63.68 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Put | 2,500 | 780 | |||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 1,098 | -0.90 | 343 | -41.03 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 20,946 | -25.32 | 6,535 | -55.52 | ||||
| 2025-07-17 | 13F | 达美资本管理有限公司 | 7,005 | 0.00 | 2 | -33.33 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 6,223 | 1,941 | ||||||
| 2025-07-29 | 13F | 西姆斯投资管理有限公司 | 1,087 | 3.92 | 339 | -38.21 | ||||
| 2025-05-28 | NP | 富兰克林邓普顿可变保险产品信托 - Templeton Growth VIP 基金 1 级 | 20,512 | 0.00 | 10,743 | 3.54 | ||||
| 2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,616 | 1.09 | 20,414 | -35.74 | ||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 2,860 | 892 | ||||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 17,840 | -38.93 | 5,566 | -63.63 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 1,209 | 0.50 | 377 | -40.16 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 16,016 | 3.98 | 4,997 | -38.07 | ||||
| 2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 1,392 | 77.10 | 434 | 5.60 | ||||
| 2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 7,174 | 277.38 | 2,238 | 130.96 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 安联保险 | 74,049 | 27.60 | 23,101 | -23.99 | ||||
| 2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 3,533 | 113.47 | 1,090 | 25.87 | ||||
| 2025-07-22 | 13F | 戴维财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 225,168 | -5.41 | 70,246 | -43.66 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 38,956 | 0.00 | 12,153 | -40.44 | ||||
| 2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 2,429 | -22.50 | 999 | -41.24 | ||||
| 2025-04-23 | 13F | 南方资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 6,016,401 | 1.05 | 1,876,937 | -39.81 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 263,248 | 6.41 | 82,125 | -36.62 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 1,700 | 50.98 | 530 | -10.02 | ||||
| 2025-05-15 | 13F | 铁三角合伙人有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 12,100 | 21.00 | 3,777 | -27.88 | |||
| 2025-08-07 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 铁三角合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 詹森投资管理公司 | 10,406 | -98.29 | 3,246 | -98.98 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 70,549 | 18.68 | 22,009 | -29.31 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-09-08 | 13F | 另类投资顾问有限责任公司。 | 4,038 | 1,260 | ||||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,450 | -5.66 | 453 | -43.85 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 持久资产合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 25,000 | 75.44 | 7,799 | 4.50 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 16,666 | 356.35 | 5,202 | 172.07 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 234 | 95.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 5,930 | 78.72 | 1,850 | 6.45 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 10,360 | 43.65 | 3,232 | -14.43 | ||||
| 2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 122,448 | -31.77 | 50,380 | -48.25 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 24,795 | -66.34 | 7,735 | -79.95 | ||||
| 2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 4,967 | 1,550 | ||||||
| 2025-08-13 | 13F | 哥伦布山资本管理有限公司 | 24,870 | 0.00 | 7,759 | -40.44 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 508,822 | -2.48 | 158,737 | -41.91 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 2,512 | -74.60 | 1,316 | -73.71 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 113,547 | 51.65 | 35,423 | -9.67 | ||||
| 2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | Call | 100 | 31 | |||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 568 | -39.77 | 177 | -64.10 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 4,197 | 17.07 | 1,727 | -11.21 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 140,800 | 554.88 | 43,925 | 290.10 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 135,000 | 335.48 | 42,116 | 159.39 | |||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 4,819 | 1,503 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 68,839 | 21,476 | ||||||
| 2025-05-01 | 13F | 斯蒂尔沃特财富管理集团 | 3,792 | -10.82 | 1,986 | -7.67 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 12,067 | -1.46 | 3,765 | -41.31 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 4,637 | 1.76 | 1,447 | -39.40 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 6,723 | -51.11 | 2,097 | -70.88 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 7,469 | 66.76 | 2,330 | -0.64 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 9,380 | 0.00 | 2,926 | -40.43 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 2,002,400 | 162.16 | 624,689 | 56.16 | |||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 55 | 22.22 | 23 | -8.33 | ||||
| 2025-08-13 | 13F | 精细财富管理公司 | 774 | 241 | ||||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 27,542 | -13.67 | 8,592 | -48.58 | ||||
| 2025-05-13 | NP | PROVX - 公积金信托策略基金 | 22,905 | 0.00 | 11,996 | 3.54 | ||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 1,083 | 0.00 | 338 | -40.56 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 1,712,316 | 3,399.66 | 534,191 | 1,984.57 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 3,494,400 | 356.13 | 1,090,148 | 171.69 | |||
| 2025-04-30 | 13F | 索福斯投资公司 | 120 | 5,900.00 | 63 | 6,100.00 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 8,120 | 3 | ||||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 256,819 | -1.12 | 80,120 | -41.10 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 62,623 | 1.82 | 25,766 | -22.78 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 23 | 7 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 255,855 | -5.07 | 79,819 | -43.45 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 118,443 | -0.87 | 36,951 | -40.96 | ||||
| 2025-05-30 | NP | AQLGX - 阿尔塔质量增长基金机构股票 | 4,040 | -13.12 | 2,116 | -10.08 | ||||
| 2025-08-14 | 13F | 黑石集团公司 | 33,755 | 10,531 | ||||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 5,942 | 30.11 | 1,854 | -22.50 | ||||
| 2025-08-11 | 13F | 塞泽特资本合伙公司 | 134,901 | 42,085 | ||||||
| 2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 69,658 | 0.00 | 21,731 | -40.44 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 2,967 | -85.13 | 926 | -91.15 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 2,478 | -57.68 | 609 | -80.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 10,604 | -65.47 | 3,308 | -79.43 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 55 | 23 | ||||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 25 | 0.00 | 8 | -46.15 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 4,457 | -3.74 | 1,164 | -38.60 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 1,533 | 0.00 | 478 | -40.40 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 泛微咨询集团 | 929 | 82.87 | 290 | 8.65 | ||||
| 2025-08-14 | 13F | SurgoCap 合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 1,573 | 11.88 | 491 | -33.42 | ||||
| 2025-08-14 | 13F | Tpg Gp A 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | WBGSX - 威廉·布莱尔成长基金 N 级 | 9,813 | 0.00 | 3,061 | -40.44 | ||||
| 2025-05-16 | 13F | CTC有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 830 | -52.95 | 259 | -72.05 | ||||
| 2025-08-08 | 13F | 塞卡诺管理有限责任公司 | 147,508 | -1.03 | 46,018 | -41.05 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - 贝莱德事件驱动股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,242 | 20,905 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 2,855,717 | 9.20 | 890,898 | -34.95 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 1,526 | 22.77 | 476 | -26.88 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 43,658 | -6.97 | 13,620 | -44.59 | ||||
| 2025-06-26 | NP | FVLAX - 富达顾问价值领袖基金 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 | 3,342 | 0.00 | 1,375 | -24.16 | ||||
| 2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 11,630 | 145.20 | 3,628 | 46.05 | ||||
| 2025-06-26 | NP | SRHQ - SRH 美国质量 ETF | 5,102 | 0.45 | 2,099 | -23.81 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 777 | -0.13 | 242 | -46.22 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 1,156,671 | -8.36 | 360,846 | -45.42 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 131,124 | -2.26 | 40,907 | -41.78 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 9,846 | -3.07 | 3,072 | -42.27 | ||||
| 2025-07-23 | 13F | 信托资产管理有限责任公司 | 10,600 | 0.00 | 3,307 | -40.44 | ||||
| 2025-05-28 | NP | QCGRRX - R1 级增长账户 | 549,697 | -8.33 | 287,904 | -5.08 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 759 | 237 | ||||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 5,325 | 66.46 | 1,737 | -1.42 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 74,884 | 3.48 | 22,608 | -34.22 | ||||
| 2025-07-16 | 13F | 财富集团有限公司 | 1,803 | 7.45 | 562 | -35.99 | ||||
| 2025-05-16 | 13F | CTC有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | FBCVX - 富达蓝筹价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,200 | 0.00 | 29,706 | -24.16 | ||||
| 2025-07-10 | 13F | 明石资本管理有限公司 | 30,000 | 0.00 | 9,359 | -40.43 | ||||
| 2025-08-27 | NP | CFIMX - Clipper 基金信托 | 73,910 | 23,058 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 2,995 | 4.43 | 934 | -37.82 | ||||
| 2025-07-29 | NP | DAGVX - 纽约梅隆银行动态价值基金 A 类 | 486,597 | -2.11 | 146,908 | -37.78 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 700 | -9.56 | 218 | -46.17 | ||||
| 2025-08-28 | NP | XHS - SPDR(R) S&P(R) 医疗保健服务 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,263 | 52.95 | 1,642 | -8.93 | ||||
| 2025-08-14 | 13F/A | 佩里特资本管理公司 | 935 | -8.87 | 292 | -45.81 | ||||
| 2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 23,660 | -14.16 | 7,381 | -48.87 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 64,050 | -3.94 | 19,982 | -42.78 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 2,076 | -36.92 | 648 | -62.45 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 重点增长投资组合 I 类 | 15,731 | -5.01 | 4,908 | -43.42 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 交响金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VMNVX - 先锋全球最低波动性基金 Admiral Shares | 9,024 | -16.12 | 3,713 | -36.39 | ||||
| 2025-08-14 | 13F | 帕西法尔资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 760 | 237 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 395,178 | -32.38 | 123,284 | -59.72 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 10,888 | 6.43 | 3,397 | -36.61 | ||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | 100,000 | 40.65 | 31,197 | -16.22 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 866 | 14.55 | 261 | -27.30 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 5,486 | 20.44 | 1,712 | -28.26 | ||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | Put | 100,000 | 0.00 | 31,197 | -40.44 | |||
| 2025-08-08 | 13F | IMA 财富公司 | 5,024 | 33.19 | 1,567 | -20.66 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 743,738 | -13.46 | 232,024 | -48.46 | ||||
| 2025-08-21 | NP | NICSX - 尼古拉斯基金公司 | 111,970 | -11.81 | 34,931 | -47.47 | ||||
| 2025-07-28 | 13F | 切萨皮克财富管理 | 4,069 | -7.77 | 1,269 | -45.06 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 154,069 | -11.84 | 63,390 | -33.14 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 1,147 | 23.33 | 358 | -26.69 | ||||
| 2025-06-13 | NP | 阿尔派全球动态股息基金 | 5,592 | 0.00 | 2,301 | -24.17 | ||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 5,202 | -72.12 | 1,623 | -83.40 | ||||
| 2025-07-23 | 13F | 劳布布洛克资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | 马洛塔资产管理公司 | 1,469 | -1.54 | 458 | -47.48 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 91 | 1.11 | 28 | -40.43 | ||||
| 2025-08-14 | 13F | Mission Creek 资本合伙公司 | 657 | 4.12 | 205 | -38.18 | ||||
| 2025-07-30 | 13F | 资本财富联盟有限责任公司 | 882 | 275 | ||||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,972 | 30.60 | 1,033 | 35.26 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 长焦点资本管理有限公司 | 52,000 | 16,222 | ||||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 744 | 0.00 | 225 | -36.54 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 1,478 | -13.92 | 461 | -48.72 | ||||
| 2025-07-22 | 13F | 超越财富之旅有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 16,624 | -8.98 | 6,840 | -30.97 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 19,300 | 6,021 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 187,467 | 1.13 | 77,131 | -23.30 | ||||
| 2025-04-30 | 13F | TradeWell 证券有限责任公司 | 659 | 0.46 | 345 | 4.23 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,850 | -20.70 | 577 | -52.78 | ||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 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 | 460,943 | -0.46 | 143,800 | -40.71 | ||||
| 2025-08-07 | 13F | 前景金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,102 | -1.52 | 344 | -41.37 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 95,889 | 12.53 | 29,914 | -32.97 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 3,254 | -22.80 | 1,015 | -54.01 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 57,878 | -13.99 | 23,813 | -34.77 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,491 | 11.80 | 752 | -28.92 | ||||
| 2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 280 | 66.67 | 115 | 26.37 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 7,320 | -9.62 | 2,284 | -46.17 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 1,410 | 6.42 | 440 | -36.65 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 143 | -55.73 | 45 | -73.96 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 11,075 | -31.02 | 3,455 | -58.91 | ||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 810 | 10.20 | 253 | -34.37 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 1,222 | -2.86 | 381 | -42.10 | ||||
| 2025-07-28 | NP | ETHSX - 伊顿万斯全球健康科学基金 A 级 | 70,766 | -18.59 | 21,365 | -48.25 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 6,327 | 5.57 | 1,974 | -37.13 | ||||
| 2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 27,000 | -34.15 | 11,109 | -50.06 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 53,306 | -20.29 | 16,630 | -52.52 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 874 | -36.62 | 273 | -62.33 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 20,320 | -5.60 | 6,339 | -43.77 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 1,924 | -80.52 | 600 | -88.40 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 12,532 | -8.02 | 3,784 | -41.53 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 3,946 | -19.72 | 1,231 | -52.18 | ||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 5,123 | -36.65 | 2 | -75.00 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 10,120 | 29.11 | 3,157 | -23.08 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 1,830 | -2.30 | 571 | -41.90 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 2,046,581 | 9.10 | 638,472 | -35.01 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 3,057 | -70.31 | 1 | -100.00 | ||||
| 2025-05-15 | 13F/A | 克利尔街有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 364 | 94.65 | 113 | 15.31 | ||||
| 2025-05-15 | 13F/A | 克利尔街有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,185 | 1.28 | 387 | -41.95 | ||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 720 | 60.00 | 296 | 21.31 | ||||
| 2025-05-15 | 13F | 11 资本合伙公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 1,506 | 10.17 | 0 | |||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 25,309 | -32.24 | 7,896 | -59.64 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 17,810 | -1.04 | 7,162 | -1.36 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 5,114 | 252.69 | 1,595 | 110.14 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 10,267 | -82.92 | 3,203 | -89.83 | ||||
| 2025-03-25 | NP | Calamos 全球总回报基金 | 770 | 0.00 | 418 | -3.92 | ||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 128 | 0.00 | 40 | -40.91 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 937 | 292 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 80,846 | -2.76 | 25,222 | -42.08 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 1,268 | -64.42 | 396 | -78.83 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 43,087 | -1.02 | 17,728 | -24.93 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 16,062 | -14.42 | 5,011 | -49.02 | ||||
| 2025-04-23 | 13F | 乐凯资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 巴雷特公司 | 1,181 | 28.51 | 368 | -23.49 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 90 | 4.65 | 37 | -19.57 | ||||
| 2025-08-14 | 13F | 公共投资基金 | Call | 992,400 | 763.71 | 309,599 | 414.47 | |||
| 2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,105 | -13.09 | 20,935 | -48.23 | ||||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 28,165 | 0.00 | 8,503 | -36.44 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 20,460 | 5.87 | 6,383 | -36.94 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 107,530 | 0.96 | 33,230 | -39.43 | ||||
| 2025-05-27 | NP | BUFEX - 布法罗大盘基金投资者类别 | 1,670 | 169.35 | 875 | 179.23 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 79,403 | 6.66 | 25 | -36.84 | ||||
| 2025-07-22 | NP | GDOC - 高盛未来医疗保健股票 ETF | 3,264 | 47.56 | 985 | -6.19 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 11,392 | 2.01 | 3,554 | -38.95 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1 | 0 | ||||||
| 2025-08-14 | 13F | BlackBarn 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 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 | 51,001 | 48.49 | 20,984 | 12.62 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 67 | 8.06 | 21 | -37.50 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 475 | 0.00 | 148 | -40.32 | ||||
| 2025-08-13 | 13F | RFP 金融集团有限责任公司 | 1,529 | 0.26 | 477 | -40.35 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 7,249 | 59.32 | 2,261 | -5.12 | ||||
| 2025-08-26 | NP | MPGFX - Mais & Power 增长基金 | 708,583 | 22.59 | 221,057 | -26.98 | ||||
| 2025-04-29 | NP | TMFC - Motley Fool 100 指数 ETF | 46,239 | 14.77 | 21,962 | -10.67 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,471 | 19.84 | 771 | -28.64 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 212,400 | 9.15 | 66,262 | -34.99 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 6,779 | -2.96 | 2,211 | -39.53 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 9,461 | 4.37 | 2,952 | -37.83 | ||||
| 2025-08-14 | 13F | 南岸银行 | 2,647 | 1.19 | 826 | -39.78 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 18,360 | -28.44 | 5,728 | -57.38 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,141 | -16.20 | 668 | -50.07 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 41,970 | -1.52 | 13,093 | -41.34 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 66 | 288.24 | 21 | 150.00 | ||||
| 2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 42,719 | -1.28 | 13,327 | -41.19 | ||||
| 2025-05-27 | NP | PGWAX - AllianzGI 重点增长基金 A | 49,499 | 0.00 | 25,925 | 3.54 | ||||
| 2025-07-14 | 13F | 斯特林集团财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 萨姆林资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 塔代路德维希联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 518 | 147.85 | 162 | 47.71 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 21,462 | -2.75 | 6,696 | -42.07 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 3,464 | -48.40 | 1,081 | -69.27 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,364 | 426 | ||||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 4,329 | 17.73 | 1,351 | -29.87 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 7,609 | 4.91 | 3,131 | -20.44 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ABLOX - 阿尔及尔平衡投资组合 I-2 级 | 1,382 | -28.50 | 431 | -57.41 | ||||
| 2025-07-21 | 13F | 安角储蓄银行 | 3,639 | -7.22 | 1,135 | -44.74 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 63,601 | -8.45 | 19,843 | -45.47 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 7,232 | -3.00 | 2,256 | -42.23 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 17,502 | -15.66 | 7,201 | -36.03 | ||||
| 2025-05-28 | NP | VANGUARD 可变保险基金 - 成长型投资组合 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 | 10,492 | -42.43 | 5,495 | -40.39 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F/A | Mbb 公共市场 I Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 7,084 | 30.05 | 3,365 | 1.23 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 42 | -62.50 | 13 | -77.59 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 2,412 | 180.47 | 753 | 67.11 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 22,816 | 28.95 | 7,118 | -23.19 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 2,402 | -9.36 | 749 | -46.04 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 4,562,131 | 21.82 | 1,423,248 | -27.44 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 121,200 | -18.60 | 37,811 | -51.52 | |||
| 2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 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 | 221,147 | 67.10 | 68,991 | -0.47 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 11,970 | 52.08 | 3,734 | -9.41 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 103,200 | 503.51 | 32,195 | 259.48 | |||
| 2025-08-05 | 13F | 奥克韦尔私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 56,777 | -33.26 | 17,713 | -60.25 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 80 | 0.00 | 25 | -41.46 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 11,029 | -8.82 | 3,341 | -53.94 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 204 | 107 | ||||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 25,127 | -7.67 | 7,839 | -45.00 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 17,509 | 162.11 | 5,462 | 56.15 | ||||
| 2025-07-23 | 13F | 登普兹·南希·E | 8,760 | 3.84 | 2,733 | -38.16 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 713 | -5.81 | 222 | -43.94 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 7,700 | 1.32 | 2,325 | -35.61 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 23,716 | -10.11 | 7,399 | -46.46 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,355 | 5.06 | 3,026 | -20.31 | ||||
| 2025-07-07 | 13F | 纪律财富解决方案有限责任公司 | 1,116 | 2.20 | 348 | -39.05 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 47,428 | -2.76 | 14,796 | -42.08 | ||||
| 2025-08-13 | 13F | 盟友金融公司 | 19,000 | -17.39 | 5,927 | -50.80 | ||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 2,731 | 4.20 | 852 | -37.97 | ||||
| 2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 5,195 | 1,621 | ||||||
| 2025-08-18 | NP | JAMEX - 詹姆斯敦股票基金 | 1,107 | 0.00 | 345 | -40.41 | ||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 84,821 | 26,462 | ||||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,322,271 | 8.67 | 399,207 | -30.93 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 48,952 | -24.43 | 15,272 | -54.99 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 30 | 16 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 3,555 | -24.46 | 1,109 | -55.03 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 400 | 210 | |||||
| 2025-05-15 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 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 | 26,213 | -2.39 | 13,729 | 1.07 | ||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 1,400 | 733 | |||||
| 2025-08-15 | 13F | 帕鲁斯金融（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 35,624 | 11,114 | ||||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 13,981 | -7.05 | 4,362 | -44.64 | ||||
| 2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 6,726 | -2.71 | 2,767 | -26.21 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 1,320 | -11.53 | 412 | -47.38 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 灯塔金融集团 | 2,646 | 2.12 | 826 | -39.16 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 6,839 | 118.71 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 118,494 | 35.59 | 36,961 | -19.25 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 8,562 | -2.85 | 2,671 | -42.12 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 3,488 | -17.42 | 1,088 | -50.81 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 10 | -99.75 | 3 | -99.86 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 4,456,674 | 4.70 | 1,390 | -37.64 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 143 | 53.76 | 45 | -8.33 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 265,700 | 83 | |||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 3,698 | 27.04 | 1,167 | -24.82 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 2,091 | -78.21 | 652 | -87.02 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 599,900 | 11,898.00 | 187 | 9,250.00 | |||
| 2025-08-14 | 13F | Bamco Inc /纽约/ | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 47,942 | 16.66 | 19,725 | -11.52 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 5,948 | -4.51 | 3,115 | -1.14 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,270 | 0.00 | 1,289 | -36.44 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 1,686 | -65.82 | 521 | -74.18 | ||||
| 2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 490 | -4.85 | 153 | -43.49 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 33,424 | 5.46 | 10,427 | -37.18 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 237,064 | 9.98 | 97,538 | -16.59 | ||||
| 2025-08-13 | 13F | 美丽华资本有限责任公司 | 14,768 | -35.55 | 4,607 | -61.61 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 383 | 185.82 | 119 | 70.00 | ||||
| 2025-06-26 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 3,051 | -9.28 | 1,255 | -31.20 | ||||
| 2025-05-15 | 13F | 缆车资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 6,273 | -19.94 | 2 | -75.00 | ||||
| 2025-08-14 | 13F | 采石场LP | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-29 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 7,648 | 27.25 | 4,006 | 31.74 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 951 | -24.64 | 297 | -55.15 | ||||
| 2025-04-29 | 13F | 格罗斯贝克投资管理公司 /nj/ | 2,764 | -6.18 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | DSTL - 美国馏分油基本稳定和价值 ETF | 137,490 | 9.13 | 42,893 | -35.00 | ||||
| 2025-08-05 | 13F | 环山资本有限责任公司 | 714 | -6.18 | 202 | -49.50 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 10,672 | 35.91 | 3,329 | -19.04 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender 基金 A 类股 | 600 | -53.85 | 187 | -75.39 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 1,600 | 0 | |||||
| 2025-06-23 | NP | 税务管理多股成长投资组合 - 税务管理多股成长投资组合 | 8,285 | 0.00 | 3,409 | -24.17 | ||||
| 2025-07-29 | 13F | 帕尔默·奈特公司 | 985 | 0.00 | 307 | -40.39 | ||||
| 2025-04-14 | 13F | 格林斯普林顾问有限责任公司 | 482 | 0.00 | 252 | 3.70 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 缆车资本有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 道明资产管理公司 | 783,831 | -41.23 | 244,532 | -65.00 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 2,395 | 12.18 | 747 | -33.18 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 373,821 | 65.61 | 117 | -1.69 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 8 | -11.11 | 3 | -25.00 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 1,697 | -7.32 | 529 | -44.78 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,614,589 | -7.37 | 503,704 | -44.83 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 25,186 | -3.45 | 7,857 | -42.49 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 17,725 | -21.20 | 5,530 | -53.07 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 | 2,589 | -40.29 | 808 | -64.45 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 136 | 22.52 | 42 | -27.59 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 215 | -18.87 | 67 | -51.45 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 5,285 | 9.99 | 1,649 | -34.50 | ||||
| 2025-08-07 | 13F | 艾伦投资管理有限公司 | 1,262,492 | 22.46 | 393,860 | -27.06 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 19,040 | -10.50 | 5,748 | -43.11 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 4,576 | 40.54 | 1,428 | -16.30 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 3,315 | 1,034 | ||||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 1,580 | -26.72 | 493 | -56.42 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 格拉西投资管理公司 | 1,517 | 12.37 | 0 | |||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 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 | 8,030 | -3.89 | 3,304 | -27.12 | ||||
| 2025-08-01 | 13F | 红灯塔投资管理有限公司 | 732 | -3.81 | 228 | -39.36 | ||||
| 2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 4,129 | 3.90 | 1,247 | -33.97 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 4,604 | 0.00 | 1 | -50.00 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 111 | 6.73 | 46 | -19.64 | ||||
| 2025-08-26 | 13F | 普罗维登投资管理公司 | 2,992 | -96.58 | 933 | -97.96 | ||||
| 2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 1,087 | 15.88 | 0 | |||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | 226,153 | 53.93 | 70,553 | -8.31 | ||||
| 2025-08-14 | 13F | Ssi投资管理有限公司 | 901 | -39.12 | 281 | -63.74 | ||||
| 2025-07-07 | 13F | 信托公司 | 53 | -96.22 | 17 | -97.82 | ||||
| 2025-07-17 | 13F | 鹰财富策略有限公司 | 986 | -25.13 | 307 | -55.51 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 5,250 | -56.30 | 1,638 | -73.98 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 28 | 12.00 | 9 | -38.46 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. 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 | 647,789 | -10.34 | 202,091 | -46.59 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 800 | -19.92 | 250 | -52.39 | ||||
| 2025-07-23 | 13F | 定义财务规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 27,541 | -15.28 | 8,592 | -49.54 | ||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 8,986 | 84.14 | 2,803 | 9.71 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 2,334 | -12.68 | 728 | -48.00 | ||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 1,002,623 | -2.38 | 312,788 | -41.85 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 125 | -24.24 | 39 | -55.81 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 4,346 | -1.11 | 1,356 | -41.11 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 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 | 11,610,452 | 0.73 | 3,505,312 | -35.97 | ||||
| 2025-08-07 | 13F | FDx 顾问公司 | 835 | -5.01 | 0 | |||||
| 2025-05-27 | NP | WTMVX - Segall Bryant & Hamill 全球大型基金 - 零售类 | 985 | 0.00 | 516 | 3.41 | ||||
| 2025-08-06 | 13F | 攀登者资本公司 | 767 | 238 | ||||||
| 2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 16,104 | -2.34 | 6,626 | -25.94 | ||||
| 2025-08-14 | 13F | 曼彻斯特环球管理（英国）有限公司 | 70,222 | -63.56 | 21,907 | -78.30 | ||||
| 2025-07-23 | 13F | 资本管理联营公司 | 5,390 | 1,682 | ||||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 11,090 | -8.45 | 3,460 | -45.48 | ||||
| 2025-08-11 | 13F | 墨水井资本有限责任公司 | 4,209 | -0.66 | 1,313 | -40.83 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 17,128 | 0.54 | 5,343 | -40.11 | ||||
| 2025-07-29 | 13F | 维奥利奇资本管理公司 | 29,600 | -16.83 | 9,234 | 51,200.00 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 9,613,394 | 3.37 | 3,955,335 | -21.60 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 5,186 | 44.82 | 1,566 | -7.94 | ||||
| 2025-07-14 | 13F | 切里代尔财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 4,511 | -6.59 | 1,407 | -44.37 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 1,700 | -7.15 | 530 | -44.68 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 2,581 | 419.32 | 805 | 209.62 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 17,018 | 39.27 | 5,309 | -17.03 | ||||
| 2025-08-19 | 13F | Liontrust Investment Partners LLP | 41,472 | 7.89 | 12,938 | -35.73 | ||||
| 2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 138,189 | 3.18 | 43,111 | -38.54 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 29,866 | 13.33 | 9,317 | -30.11 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 3,640 | -3.75 | 1,135 | -42.68 | ||||
| 2025-08-14 | 13F | 皇家资本财富管理有限公司 | 6,451 | 0.33 | 2,013 | -40.24 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,623 | -7.47 | 506 | -44.88 | ||||
| 2025-07-23 | NP | DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类 | 12,785 | -2.49 | 3,860 | -38.03 | ||||
| 2025-07-10 | 13F | 布雷迪家族财富有限公司 | 5,360 | -16.29 | 1,672 | -50.13 | ||||
| 2025-07-07 | 13F | 赛勒恩投资管理有限公司 | 392,681 | 49.25 | 122,505 | -11.10 | ||||
| 2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 13,856 | 4,323 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 802,808 | 15.18 | 250,452 | -31.39 | ||||
| 2025-06-26 | NP | LHCAX - 阿贝特勋爵医疗保健基金 A 级 | 417 | 38.08 | 172 | 4.91 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 15,612 | -61.03 | 4,868 | -76.79 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 14,384 | 208.80 | 4,487 | 83.97 | ||||
| 2025-08-12 | 13F | 自由格列佛有限公司 | Call | 100 | 31 | |||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 16,803,355 | -30.61 | 5,242,143 | -58.67 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 55,880 | -4.09 | 17,433 | -42.87 | ||||
| 2025-07-07 | 13F | 视野财富管理 | 100 | 0.00 | 31 | -40.38 | ||||
| 2025-08-12 | 13F | 自由格列佛有限公司 | 10,022 | -0.09 | 3,127 | -40.49 | ||||
| 2025-05-27 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 21,185 | 0.13 | 11,096 | 3.67 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 7,106 | 139.91 | 2,217 | 42.88 | ||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 775 | 165.41 | 234 | 68.84 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 39,570 | -63.95 | 12,345 | -78.53 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 | 3,983 | 7.88 | 1,243 | -35.75 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,718 | 2.47 | 2,720 | -38.98 | ||||
| 2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 91,759 | -1.22 | 37,753 | -25.08 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | HADAX - 哈特福德平衡 Hls 基金 Ia | 63,723 | 12.06 | 19,880 | -33.25 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 7,897 | 2,464 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 18,946 | -13.18 | 5,911 | -48.29 | ||||
| 2025-08-14 | 13F | PFM 健康科学，LP | 34,623 | -3.57 | 10,801 | -42.56 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 73,739 | -12.46 | 23,004 | -47.86 | ||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 5,790 | 48.88 | 1,806 | -11.30 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 719 | -54.55 | 224 | -72.95 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 4,267 | 92.12 | 1,331 | 14.45 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 43 | -98.98 | 13 | -99.41 | ||||
| 2025-05-12 | 13F | PGGM 投资 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 254 | 79 | ||||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,081 | 2.85 | 337 | -45.20 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 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 | 112,680 | 7.47 | 34,019 | -31.69 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 742 | 25.34 | 231 | -25.48 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘价值投资组合 A 类 | 127,737 | 4.03 | 39,850 | -38.03 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 576,448 | 19.99 | 179,745 | -28.56 | ||||
| 2025-08-14 | 13F | 马拉松资产管理公司 | 2,500 | 780 | ||||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 4,627 | -7.92 | 1,443 | -45.15 | ||||
| 2025-07-17 | 13F | Eclectic Associates 公司 /adv | 9,698 | -2.33 | 3,025 | -41.80 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 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 | 1,811,288 | -14.17 | 546,846 | -45.44 | ||||
| 2025-08-14 | 13F | PFM 健康科学，LP | Put | 65,000 | 20,278 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 92,700 | 308.37 | 1 | 0.00 | |||
| 2025-04-24 | NP | MLVAX - MFS 低波动股票基金 A | 6,298 | -4.98 | 2,991 | -26.04 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 5,968 | -41.58 | 2 | -80.00 | ||||
| 2025-06-17 | NP | GSRAX - 高盛股息上涨增长基金 A 类 | 9,989 | -4.13 | 4,110 | -27.30 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP Growth Class II | 40,619 | -14.31 | 12,672 | -48.96 | ||||
| 2025-08-05 | 13F | 山丘投资合伙公司 | 10 | 0.00 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | 蓝冠资本管理有限公司 | 137,591 | 42,924 | ||||||
| 2025-06-24 | NP | SWANX - 嘉信核心股票基金 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 | 73,611 | 494.98 | 30,287 | 333.71 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Janus 专注增长投资组合 1 级 | 23,718 | -0.62 | 9,759 | -24.63 | ||||
| 2025-08-11 | 13F | 塞拉资本有限责任公司 | 1,807 | -0.66 | 1 | |||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 4,640 | 3.78 | 1,448 | -38.19 | ||||
| 2025-08-14 | 13F | OV管理有限责任公司 | 2,317 | -51.40 | 723 | -71.07 | ||||
| 2025-08-20 | NP | HWGIX - Hotchkis & Wiley 全球价值基金 I 类 | 1,300 | 406 | ||||||
| 2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 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 | 238,376 | -90.92 | 74,366 | -94.59 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 14,799 | -45.34 | 5 | -71.43 | ||||
| 2025-08-13 | 13F | 咨询财富管理公司 | 241 | 26.18 | 75 | -25.00 | ||||
| 2025-08-28 | NP | SRFMX - Sarofim 股票基金 | 2,630 | -27.55 | 820 | -56.86 | ||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 凯龙资本管理有限公司 | 4,140 | 902.42 | 1,292 | 497.69 | ||||
| 2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 485 | 0.00 | 254 | 3.67 | ||||
| 2025-04-10 | 13F | 渠道财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 夏普金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | SIH 合伙人有限责任合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 蓝边资本有限责任公司 | 16,640 | -0.91 | 5,191 | -40.98 | ||||
| 2025-06-26 | NP | FWWFX - 富达环球基金 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 | 109,000 | 541.18 | 44,847 | 367.34 | ||||
| 2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 77 | -11.49 | 24 | -46.67 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 90,606 | -15.87 | 28,266 | -49.89 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 36,254 | 14,916 | ||||||
| 2025-08-14 | 13F/A | 最前沿分析有限责任公司 | 734 | -10.49 | 229 | -46.62 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 385,490 | -10.51 | 120,262 | -46.70 | ||||
| 2025-06-26 | NP | FOCPX - 富达场外交易投资组合 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 | 330,700 | 136,063 | ||||||
| 2025-06-25 | NP | ALIBX - 阿尔卑斯山 |史密斯平衡机会基金投资者类别 | 202 | -51.56 | 83 | -63.27 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 1,057 | 65.41 | 330 | -1.50 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 1,942 | 22.45 | 606 | -27.11 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 12,307 | -75.86 | 3,839 | -85.62 | ||||
| 2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 8,819 | 1,293.21 | 2,751 | 731.12 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 14,324 | 7.00 | 4,469 | -36.27 | ||||
| 2025-05-14 | 13F | 达世币收购公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Invesco Comstock 投资组合 A 类 | 37,979 | 14.93 | 11,848 | -31.54 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 4,215 | -45.39 | 1,315 | -67.49 | ||||
| 2025-07-28 | 13F | 库欣资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 鱼鹰私人财富有限责任公司 | 5,705 | -17.50 | 1,760 | -51.39 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 62,694 | 19,559 | ||||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 2,340 | 730 | ||||||
| 2025-07-17 | 13F | 基石财富顾问公司 | 2,360 | 0.00 | 736 | -40.45 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 27,465 | 30.61 | 8,568 | -22.20 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 21,210 | 237.58 | 6,617 | 108.18 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 746 | -19.26 | 233 | -51.97 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 1,351 | -94.17 | 421 | -96.53 | ||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 4,065 | 219.83 | 1,268 | 90.68 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 112 | 75.00 | 35 | 3.03 | ||||
| 2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷鸟合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 柏西资产管理有限公司 | 59,915 | -14.95 | 18,692 | -49.34 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 3,092 | 102.75 | 965 | 20.80 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 910,560 | 284,076 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 5,098 | 41.89 | 1,591 | -14.24 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 568,869 | 6,493.29 | 177,328 | 3,823.16 | ||||
| 2025-05-29 | NP | WCMYX - WCM 优质股息增长基金机构类别股票 | 88 | -65.35 | 46 | -64.06 | ||||
| 2025-03-19 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 6,411 | -54.82 | 3,478 | -56.59 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 3,369 | 2.03 | 1,051 | -39.21 | ||||
| 2025-08-14 | 13F | 艾尔伍德资本合伙公司 | 35,028 | 86.23 | 10,928 | 10.92 | ||||
| 2025-07-23 | 13F | 佳能财富管理服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 艾尔伍德资本合伙公司 | Put | 32,500 | 18,471.43 | 10,139 | 10.63 | |||
| 2025-08-13 | 13F | 费城信托公司 | 720 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,719 | -38.78 | 536 | -63.01 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | QCELX - AQR 大盘多风格基金 I 类 | 709 | 6.78 | 371 | 10.75 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 2,800 | 874 | |||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 172,202 | 2.09 | 53,722 | -39.19 | ||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 8,119 | 2,533 | ||||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 960 | 25.82 | 299 | -25.06 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 23,600 | 286.89 | 7,362 | 130.49 | |||
| 2025-08-04 | 13F | B&l 资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 财务规划合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133,418 | 35.89 | 41,620 | -17.71 | ||||
| 2025-05-06 | 13F | Readystate资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 金路顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 英国资本管理有限公司 | 7,841 | 2,446 | ||||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 1,155 | -0.17 | 360 | -40.50 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 9,829 | 19.01 | 2,571 | -17.81 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 85,600 | 30.09 | 26,705 | -22.51 | |||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 469 | 0.21 | 146 | -40.16 | ||||
| 2025-06-26 | NP | HLMGX - Harding Loevner 全球股票投资组合顾问 | 27,715 | -5.40 | 11,403 | -28.25 | ||||
| 2025-05-28 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,076 | -4.78 | 564 | -1.40 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 10,070 | 68.70 | 3,141 | 0.48 | ||||
| 2025-07-25 | 13F | Lincluden管理有限公司 | 14,408 | 73.09 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 23,498 | 383.90 | 7,331 | 188.24 | ||||
| 2025-06-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 48 | 20 | ||||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 卫报财富顾问有限责任公司 | 860 | -19.63 | 268 | -52.14 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 973,793 | -32.73 | 303,794 | -59.93 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 71,500 | 41.87 | 22,306 | -15.50 | |||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 4,399 | 34.73 | 1,372 | -19.77 | ||||
| 2025-08-13 | 13F | 联合遗产资本有限责任公司 | 9,478 | 0.00 | 2,957 | -40.45 | ||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 1,142 | 0 | ||||||
| 2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 5,994,760 | 117.41 | 1,870,185 | 29.50 | ||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 2,942 | 5.45 | 888 | -32.98 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 1,164 | 380 | ||||||
| 2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 1,143,155 | -38.38 | 345,130 | -60.83 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 162,136 | 2.00 | 66,709 | -22.64 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | AAMAX - 绝对资本资产配置基金 A 类股票 | 1,000 | -9.09 | 312 | -44.06 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 6,204 | -17.77 | 1,936 | -51.03 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 北角投资组合管理公司/oh | 24,323 | -1.85 | 7,588 | -41.54 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 273,118 | -1.50 | 85,205 | -41.33 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 8,661 | -8.35 | 4,536 | -5.10 | ||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 1,246 | 142.41 | 389 | 44.24 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 8,037 | 35.92 | 2,507 | -19.02 | ||||
| 2025-06-27 | NP | CURE - Direxion Daily Healthcare 牛市 3 倍股票 | 15,696 | -35.90 | 6,458 | -51.39 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 10,466 | -48.02 | 3,265 | -69.03 | ||||
| 2025-07-22 | 13F | JGP Global Gestao de Recursos Ltda。 | 984 | -0.30 | 307 | -40.70 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 16,677 | -12.39 | 5,203 | -47.82 | ||||
| 2025-08-13 | 13F | 安宏资本管理公司 /de/ | Call | 2,500 | 780 | |||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 39,215 | -3.57 | 12,234 | -42.57 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 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 | 604,098 | -3.38 | 188,460 | -42.45 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 9,080 | -3.20 | 2,833 | -42.35 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 5,700 | 1,778 | ||||||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 7,368 | 2,299 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 1,390,594 | 21.40 | 433,824 | -27.69 | ||||
| 2025-08-21 | NP | BUZZ - VanEck Vectors 社会情绪 ETF | 5,718 | 581.53 | 1,784 | 306.15 | ||||
| 2025-07-17 | 13F | Elser 财务规划有限公司 | 988 | 289 | ||||||
| 2025-08-13 | 13F | 三井住友金融集团 | 70,910 | 35.09 | 22,122 | -19.50 | ||||
| 2025-08-13 | 13F | 第五巷资本有限公司 | 1,500 | 468 | ||||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 3,258,248 | 98.53 | 1,016,460 | 18.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 7,744 | -8.27 | 2,416 | -45.37 | ||||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 21,685 | 20.30 | 6,765 | -28.34 | ||||
| 2025-08-13 | 13F | Peloton 财富策略师 | 11,580 | 12.21 | 4 | -40.00 | ||||
| 2025-08-14 | 13F | EHP基金公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 1,075 | 151.17 | 335 | 49.55 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 5,713 | -16.50 | 2,992 | -13.55 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 130,396 | -1.36 | 40,680 | -41.25 | ||||
| 2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 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 | 2,849 | 0.00 | 1,172 | -24.14 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 918 | 286 | ||||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 5,231 | 58.23 | 2 | 0.00 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 10,058 | -87.90 | 3,138 | -92.79 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 14,217 | -59.72 | 4,435 | -76.01 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 6,126 | -84.51 | 1,911 | -90.77 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 43,099 | -5.20 | 13,446 | -43.53 | ||||
| 2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 7,144 | 2,229 | ||||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 28,211 | 11.54 | 8,801 | -33.56 | ||||
| 2025-07-22 | 13F | IFS 顾问有限责任公司 | 33 | 0.00 | 11 | -41.18 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 8,347 | 89.58 | 2,604 | 12.92 | ||||
| 2025-08-11 | 13F | 兰哈姆·奥戴尔公司 | 940 | 8.17 | 293 | -35.60 | ||||
| 2025-08-20 | NP | HWLIX - Hotchkis & Wiley 大盘价值基金 I 类 | 12,100 | 13.08 | 3,775 | -30.83 | ||||
| 2025-05-13 | 13F | 蒙德里安投资伙伴有限公司 | 227,338 | -1.03 | 119,068 | -4.45 | ||||
| 2025-04-25 | NP | WAYFX - WAYCROSS 专注股票基金 | 3,021 | 15.53 | 1,435 | -10.09 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 3,892 | -13.47 | 1,214 | -48.45 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 4,088 | -21.90 | 972 | -68.79 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 141,940 | 9.23 | 44,281 | -34.94 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 639 | -5.19 | 199 | -43.63 | ||||
| 2025-06-27 | NP | BQLCX - Bright Rock Quality 大盘基金机构类别股票 | 30,000 | 0.00 | 9,057 | -36.43 | ||||
| 2025-08-26 | NP | BNY MELLON Sustainable US Equity Portfolio, INC. - BNY Mellon Sustainable US Equity Portfolio, Inc. - 初始股 | 10,362 | 0.00 | 3,233 | -40.45 | ||||
| 2025-05-15 | 13F | 平戈拉合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,285 | -0.00 | -401 | -40.56 | |||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 13,035 | -5.21 | 5,363 | -28.11 | ||||
| 2025-07-31 | 13F | 科斯纳金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 213,296 | 0.34 | 64,396 | -36.22 | ||||
| 2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 250 | 0.00 | 78 | -40.77 | ||||
| 2025-07-23 | 13F | 1 北方财富服务有限公司 | 20 | 0.00 | 6 | -40.00 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 828 | -29.71 | 258 | -58.18 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 412,019 | -26.79 | 128,538 | -56.39 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 62,646 | -23.14 | 19,544 | -54.22 | ||||
| 2025-07-23 | 13F | 贝内特财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 2,572 | 5.41 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | 杜邦资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 978 | 295 | ||||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 31,684 | -73.10 | 9,884 | -83.97 | ||||
| 2025-05-28 | NP | DHAMX - 中心美国精选股票基金投资者类别 | 6,718 | -20.84 | 3,519 | -18.60 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 200 | 62 | ||||||
| 2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 10,002 | 49.13 | 3,120 | -11.16 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 29,948 | -10.47 | 9,343 | -46.68 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 154,256 | 31.30 | 46,571 | -16.54 | ||||
| 2025-03-28 | NP | GDIV - Harbour 股息增长领先 ETF | 13,302 | 77.50 | 7,216 | 70.59 | ||||
| 2025-08-27 | NP | DLHAX - 特拉华州医疗保健基金 A 类 | 75,000 | -1.32 | 23,398 | -41.22 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 11,870 | 14.10 | 3,703 | -32.03 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 27,303 | 9.95 | 11,234 | -16.61 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 11,383 | -38.46 | 3,551 | -63.34 | ||||
| 2025-08-08 | 13F | 真点公司 | 748 | 0.67 | 233 | -40.10 | ||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 1,335 | 63.40 | 417 | -2.58 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 309,162 | -0.49 | 96,449 | -40.73 | ||||
| 2025-08-07 | 13F | 芝加哥大学 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 1,703 | -95.25 | 531 | -97.18 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A4系列 | 3,102 | -6.40 | 968 | -44.27 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 803 | -63.89 | 251 | -78.52 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 1,552 | 250.34 | 484 | 108.62 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 66,900 | 20,871 | |||||
| 2025-05-14 | 13F | 彭宁顿合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 203,957 | -30.76 | 63,628 | -58.76 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 32,259 | -4.66 | 10,064 | -43.22 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 6,194 | -5.98 | 1,932 | -44.00 | ||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 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 | 117,619 | 25.32 | 48,393 | -4.95 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 1,775 | 36.33 | 554 | -18.80 | ||||
| 2025-07-09 | 13F | 中央谷顾问有限公司 | 3,866 | -2.57 | 1,206 | -41.94 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 6,794 | 99.82 | 2,120 | 19.04 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,605 | 23.27 | 485 | -21.68 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 485 | 3,941.67 | 151 | 2,416.67 | ||||
| 2025-07-29 | 13F | BKM 财富管理有限责任公司 | 5,726 | 29.26 | 1,786 | -23.02 | ||||
| 2025-04-28 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 337,769 | 49.14 | 160,427 | 16.08 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 672 | -80.91 | 210 | -88.66 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 1,830,495 | -31.07 | 552,645 | -56.18 | ||||
| 2025-07-21 | 13F | 25有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | APGAX - AB 大盘成长基金公司 A 类 | 712,438 | -4.04 | 293,125 | -27.22 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,076 | 50.07 | 443 | 13.92 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 5,026 | 1,568 | ||||||
| 2025-08-06 | 13F | 中心点咨询集团 | 799 | 11.59 | 249 | -33.60 | ||||
| 2025-06-23 | NP | EADIX - 伊顿万斯税务管理全球股息收入基金 A 类 | 2,226 | -62.81 | 916 | -71.82 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 543 | -29.48 | 169 | -58.06 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 684,926 | -30.03 | 213,676 | -58.32 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 401 | 38.75 | 125 | -17.22 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 3,114 | -34.79 | 971 | -61.16 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 5,452 | 139.12 | 1,701 | 42.38 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 3,554 | 0.00 | 1,073 | -36.49 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 14,969 | 1.50 | 4,670 | -39.55 | ||||
| 2025-05-13 | 13F | 有意识的财富投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 19,341 | -27.74 | 6,034 | -56.96 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 2,457 | -61.62 | 767 | -77.15 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 66 | 144.44 | 20 | 58.33 | ||||
| 2025-06-26 | NP | FVDFX - 富达价值发现基金 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 | 146,720 | -4.05 | 60,366 | -27.23 | ||||
| 2025-08-07 | 13F | 斯科公司 | 45,768 | 26.53 | 14 | -22.22 | ||||
| 2025-08-20 | NP | HWAIX - Hotchkis & Wiley 价值机会基金 I 类 | 29,600 | 9,234 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,122 | 19.07 | 943 | -24.34 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 7,878,498 | -3.07 | 2,457,855 | -42.27 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 2,058 | -10.75 | 642 | -46.81 | ||||
| 2025-08-14 | 13F | 特鲁斯资本顾问有限责任公司 | Call | 20,000 | 6,239 | |||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 40,838 | 4.42 | 12,740 | -37.81 | ||||
| 2025-04-01 | NP | ACIO - Aptus 领式收入机会 ETF | 35,175 | 12.95 | 19,082 | 8.54 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 12,517 | -5.15 | 6,556 | -1.81 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Rockingstone 顾问有限公司 | 4,813 | -9.77 | 1,502 | -46.26 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 28 | 100.00 | 12 | 57.14 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 1,157,941 | 4.07 | 476,423 | -21.07 | ||||
| 2025-05-14 | 13F | Kestra 咨询服务有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 360金融公司 | 1,617 | 38.56 | 505 | -17.51 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 1,840 | -71.35 | 574 | -82.94 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -4,000 | -1,646 | |||||
| 2025-08-14 | 13F | Avidity 合作伙伴管理有限合伙人 | 32,000 | -36.63 | 9,983 | -62.26 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 232 | -23.93 | 72 | -54.72 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 182,420 | -12.10 | 56,910 | -47.64 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 206,649 | -5.08 | 62,389 | -39.66 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 15,453 | -5.96 | 4,821 | -43.99 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 680 | 18.06 | 212 | -29.57 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 164 | 51 | ||||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 654 | -12.33 | 204 | -47.69 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,682 | -3.76 | 1,149 | -42.69 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 14,191 | 117.79 | 4,427 | 29.75 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 117,723 | -28.04 | 36,726 | -57.14 | ||||
| 2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 8,342 | -6.72 | ||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 优点投资组合管理 | 2,926 | -0.44 | 913 | -40.74 | ||||
| 2025-08-14 | 13F | 克劳福德基金管理有限责任公司 | Put | 11,500 | -36.11 | 3,588 | -61.95 | |||
| 2025-08-07 | 13F | 阿尔法财务顾问有限责任公司 | 2,559 | 798 | ||||||
| 2025-08-20 | NP | HWCIX - Hotchkis & Wiley 多元化价值基金 I 类 | 2,000 | 25.00 | 624 | -23.56 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 25,819 | 0.42 | 7,795 | -36.16 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 79,463 | 1.65 | 24,790 | -39.45 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 20,300 | -5.17 | 6,333 | -43.52 | ||||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 1,107 | -11.16 | 345 | -47.09 | ||||
| 2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 135,903 | -17.25 | 55,916 | -37.24 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 110,982 | -24.71 | 34,623 | -55.16 | ||||
| 2025-07-31 | 13F | 中央银行 | 2,264 | -41.87 | 706 | -65.39 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 9,515 | -18.85 | 2,968 | -51.67 | ||||
| 2025-08-07 | 13F | Pcg资产管理有限责任公司 | 1,203 | -0.66 | 375 | -40.85 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 9,426 | -0.90 | 2,941 | -40.99 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 红木金融网络公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 25,819 | -5.26 | 8,055 | -43.57 | ||||
| 2025-07-17 | 13F | XY 规划网络有限公司 | 754 | 0.67 | 235 | -40.05 | ||||
| 2025-05-12 | 13F | 莫特利愚人资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | 参数管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 14,071 | -56.54 | 4,385 | -74.14 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 355,870 | 15.45 | 146,419 | -12.44 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 261,396 | -16.05 | 81,548 | -49.99 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PQIAX - 股票收益基金（原股票收益基金 I A 类） | 364,008 | -10.09 | 149,767 | -31.81 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 8,348 | -18.35 | 2,604 | -51.36 | ||||
| 2025-08-26 | NP | BGDV——Bahl & Gaynor 股息 ETF | 48,576 | 48.91 | 15,154 | -11.30 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 5,403 | -1.33 | 1,686 | -41.25 | ||||
| 2025-07-08 | 13F | 圣骑士财富有限责任公司 | 3,217 | 15.10 | 1,004 | -31.44 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,677 | -34.49 | 523 | -60.97 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 915 | 5.05 | 285 | -37.50 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 289,447 | 1.25 | 90,299 | -39.69 | ||||
| 2025-06-26 | NP | FDMO - 富达动量因子 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 | 13,560 | 111.48 | 5,579 | 79.91 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 290 | 7.81 | 91 | -35.71 | ||||
| 2025-08-05 | 13F | 奥尔丹资本管理有限公司 | 15,846 | -8.25 | 4,943 | -45.34 | ||||
| 2025-08-25 | NP | HIAHX - 哈特福德医疗 Hls 基金 Ia | 23,135 | 7.10 | 7,217 | -36.21 | ||||
| 2025-06-26 | NP | JHDV - 约翰汉考克美国高股息 ETF | 84 | -10.64 | 35 | -37.04 | ||||
| 2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 2,175 | 73.44 | 678 | 3.35 | ||||
| 2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 285 | 26.67 | 155 | 21.26 | ||||
| 2025-08-13 | 13F | 伦巴德和凯尔纳有限责任公司 | 2,000 | 0.00 | 624 | -40.50 | ||||
| 2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 1,244 | 6.14 | 388 | -36.70 | ||||
| 2025-07-14 | 13F | 创始人资本管理有限公司 | 953 | -48.07 | 297 | -69.09 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 3,351 | -13.30 | 1,045 | -48.37 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 48,377 | -0.54 | 15,092 | -40.76 | ||||
| 2025-07-28 | 13F | 智能投资组合有限责任公司 | 1,922 | 3.50 | 600 | -38.37 | ||||
| 2025-06-27 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 26,360 | 10.69 | 10,846 | -16.05 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 1,681 | 10.66 | 525 | -34.09 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,693 | 18.39 | 528 | -29.41 | ||||
| 2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 2,974 | -12.12 | 928 | -47.69 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 36,747 | -14.15 | 11,464 | -48.87 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 90,920,375 | 0.21 | 28,364,429 | -40.31 | ||||
| 2025-07-10 | 13F | 契卡索资本管理有限公司 | 9,133 | 358.25 | 3 | 100.00 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 4,170 | 38.40 | 1 | 0.00 | ||||
| 2025-08-22 | NP | BRTNX-布雷顿基金 | 16,700 | 63.73 | 5,210 | -2.49 | ||||
| 2025-07-21 | 13F | 灰色私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 22,547 | -1.52 | 7,034 | -41.34 | ||||
| 2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 1,753 | 726.89 | 918 | 646.34 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 17,432 | -7.03 | 5,438 | -44.62 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 4,655 | 13.68 | 1,452 | -32.31 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 981 | -12.57 | 306 | -50.65 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 6,109 | 21.96 | 1,906 | -27.59 | ||||
| 2025-05-13 | 13F | 希尔顿资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 66,413 | -3.55 | 20,719 | -42.55 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 6,500 | -18.75 | 2,028 | -51.62 | ||||
| 2025-04-01 | NP | ADME - Aptus 回撤管理股票 ETF | 4,868 | 0.50 | 2,641 | -3.44 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 626 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 13,287 | -4.02 | 4,145 | -42.83 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 15,311 | -2.32 | 4,777 | -41.82 | ||||
| 2025-08-07 | 13F | 财富前进有限责任公司 | 1,012 | 0.00 | 316 | -40.57 | ||||
| 2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 117 | 0.00 | 36 | -40.98 | ||||
| 2025-05-20 | NP | NSEIX - 尼古拉斯股票收益基金公司 I 类 | 17,544 | 16.56 | 9,189 | 20.69 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 1,888 | 8.13 | 589 | -35.67 | ||||
| 2025-08-14 | 13F | 坚定资本管理有限公司 | 639,400 | 463.35 | 199,474 | 235.56 | ||||
| 2025-08-04 | 13F | 精英生活管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 9,145 | -0.49 | 2,853 | -40.74 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 221 | 0.91 | 69 | -40.35 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 9,171 | 83.86 | 2,861 | 9.53 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 7,228 | 9.85 | 2,255 | -34.59 | ||||
| 2025-08-08 | 13F | 桑德斯资本有限责任公司 | 5,948,828 | 14.02 | 1,855,856 | -32.09 | ||||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 4,316 | 15.43 | 1,346 | -31.26 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24 | -63.08 | 7 | -79.41 | ||||
| 2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 20,600 | 0.00 | 6,219 | -36.44 | ||||
| 2025-05-07 | 13F | 客观资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 749 | -3.60 | 234 | -42.61 | ||||
| 2025-08-14 | 13F | 南山人寿保险股份有限公司 | 120,872 | -31.19 | 37,708 | -59.02 | ||||
| 2025-08-08 | 13F | 神鹰资本管理公司 | 6,990 | 0.17 | 2,181 | -40.34 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 11,724 | -96.22 | 3,658 | -97.75 | ||||
| 2025-07-31 | 13F | Opus资本集团有限责任公司 | 904 | 0 | ||||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 104 | 0.00 | 32 | -40.74 | ||||
| 2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 16,615 | 7.86 | 6,836 | -18.19 | ||||
| 2025-05-30 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 330,130 | -20.21 | 172,906 | -17.38 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 651 | 203 | ||||||
| 2025-07-11 | 13F | 利润投资管理有限责任公司 | 1,790 | -2.72 | 558 | -42.06 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 1,615 | -5.94 | 504 | -44.05 | ||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 1,481 | -57.42 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 21,220 | 26.82 | 5,964 | -14.85 | ||||
| 2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 179,916 | -16.90 | 56,128 | -50.50 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 932 | -83.17 | 291 | -90.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,164 | -25.91 | 363 | -55.84 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 可持续美国主题投资组合 K 级 | 556 | -28.90 | 173 | -57.70 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 170,144 | -9.07 | 89,113 | -5.86 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 9,583 | -5.08 | 2,893 | -39.67 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 100 | -13.79 | 31 | -48.33 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 20,108 | 33.00 | 6,273 | -20.78 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 2,546 | -4.86 | 794 | -43.33 | ||||
| 2025-04-21 | 13F | 汉密尔顿资本合伙有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 5,883 | 5.22 | 2,421 | -20.21 | ||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 3,460 | 1.20 | 1,079 | -39.72 | ||||
| 2025-06-26 | NP | USGLX - 美国全球领袖成长基金A级 | 159,724 | -20.89 | 65,717 | -40.00 | ||||
| 2025-05-29 | NP | AMRGX - 美国成长基金系列一系列一 D 类 | 380 | 0.00 | 199 | -3.40 | ||||
| 2025-06-26 | NP | FEQIX - 富达股票收益基金 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 | 387,916 | 0.00 | 159,604 | -24.16 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 5,519 | 2 | ||||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 68,100 | 44.36 | 28,019 | 9.49 | ||||
| 2025-05-30 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 4,945 | -85.73 | 2,590 | -85.23 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 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 | 207,977 | -1.56 | 64,883 | -41.36 | ||||
| 2025-05-02 | 13F | 因维拉财富顾问有限责任公司 | 1,726 | -39.23 | 904 | -39.96 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 5,436 | 1,696 | ||||||
| 2025-07-09 | 13F | 湾河集团 | 5,839 | -7.16 | 1,822 | -44.72 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 1,345 | 25.94 | 420 | -25.04 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 54,907 | 41.25 | 28,758 | 46.24 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 605 | 40.70 | 249 | 6.44 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 25,772 | 24.09 | 8,040 | -26.08 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 3,462,883 | -15.18 | 1,080,316 | -49.48 | ||||
| 2025-08-13 | 13F/A | 布雷迪科公司 | 2,673 | 0.00 | 834 | -40.46 | ||||
| 2025-08-14 | 13F | 堡垒金融集团有限公司 | 996 | 0.71 | 311 | -40.04 | ||||
| 2025-05-19 | 13F/A | AAFCPA 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 3,314,942 | -4.09 | 1,363,900 | -27.26 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 106,985 | -24.22 | 33,376 | -54.86 | ||||
| 2025-08-27 | NP | RYDHX - 道琼斯工业平均指数 H 类基金 | 2,583 | -23.65 | 806 | -54.55 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 15,958 | 8.40 | 5 | -42.86 | ||||
| 2025-03-28 | NP | PSECX - 1789 成长和收益基金 C 类股票 | 3,225 | 0.00 | 1,750 | -3.90 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 克里斯代尔顾问有限责任公司 | 39,485 | 4,182.54 | 12,318 | 2,455.60 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 1,186 | -4.35 | 370 | -43.14 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 28,458 | -1.87 | 11,709 | -25.58 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 2,544 | 13.12 | 794 | -32.68 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 25,020 | -6.48 | 7,805 | -44.30 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,959 | -11.46 | 1,547 | -47.26 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 496,596 | -3.94 | 154,923 | -42.78 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 34,971 | -6.43 | 10,910 | -44.27 | ||||
| 2025-07-18 | 13F | 独立投资者公司 | 2,945 | -2.16 | 919 | -41.75 | ||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 4,767 | 6.22 | 1,487 | -36.72 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 299,196 | -24.58 | 93,340 | -55.08 | ||||
| 2025-07-21 | 13F | 铂金投资管理有限公司 | 917 | 286 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 446,794 | 11.59 | 139,386 | -33.53 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 6,300 | -18.18 | 2,592 | -37.95 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 3,157,851 | 50.94 | 985,155 | -10.09 | ||||
| 2025-04-08 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 242,940 | -28.14 | 75,790 | -57.20 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 成长和收益基金系列 I | 41,623 | 50.78 | 12,985 | -10.19 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 4,335 | -44.09 | 135,239 | -66.70 | |||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 151 | 20.80 | 47 | -27.69 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,710 | 143.59 | 53,347 | 45.09 | |||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 4,586 | -4.42 | 1,887 | -27.52 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 138,262 | -50.09 | 43,134 | -70.27 | ||||
| 2025-07-24 | 13F | 谢恩有限公司 | 7,550 | -1.18 | 2,355 | -41.14 | ||||
| 2025-07-28 | 13F | Triton 财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FHLC - 富达 MSCI 医疗保健指数 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 | 403,468 | -2.04 | 166,003 | -25.70 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 4 | -97.12 | 1 | -98.61 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 14,874 | -52.64 | 4,640 | -70.79 | ||||
| 2025-07-15 | 13F | 百达银行信托有限公司 | 2,555 | -35.40 | 797 | -61.52 | ||||
| 2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 21 | 110.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | 财富的力量 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 25,748,876 | 0.69 | 8,032,877 | -40.02 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 0 | -100.00 | 0 | |||||
| 2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 2,026 | 834 | ||||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 3,289 | 19.30 | 1,026 | -28.90 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 15,703 | 150.65 | 4,899 | 49.28 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 10,356 | -17.01 | 3,231 | -50.57 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 20,440 | 31.03 | 6,377 | -21.95 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 170,948 | 34.33 | 53,327 | -19.99 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 368,035 | 10.68 | 114,780 | -34.07 | ||||
| 2025-08-28 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 2,709 | 348.51 | 845 | 167.41 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 16,986 | 831.25 | 3,972 | 388.56 | ||||
| 2025-07-21 | 13F | 惠兰金融 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 埃文代尔财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 第五第三银行 | 404,680 | -13.47 | 126,248 | -48.46 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 127,578 | -6.61 | 39,801 | -44.38 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 20,435 | -55.24 | 6,375 | -73.34 | ||||
| 2025-05-28 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 137,254 | 0.00 | 71,887 | 3.54 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,997,274 | 32.57 | 623,090 | -21.03 | ||||
| 2025-07-10 | 13F | Affiance 金融有限责任公司 | 5,864 | 0.45 | 1,829 | -40.19 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 5,426 | -6.06 | 1,693 | -44.07 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 1,407 | 2.40 | 433 | -39.92 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 5,418 | 29.56 | 1,690 | -22.83 | ||||
| 2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 3,804 | -77.57 | 1,187 | -86.65 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 3,068 | 954.30 | 957 | 529.61 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Matrix Asset Advisors Inc/纽约 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 11,543 | 402.53 | 3,601 | 199.33 | ||||
| 2025-08-13 | 13F | 高级投资组合管理有限责任公司 | 5,000 | 1,560 | ||||||
| 2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 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 | 419 | -3.68 | 131 | -42.73 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 达文波特有限公司 | Call | 1,500 | 468 | |||||
| 2025-07-22 | 13F | 库里南联合公司 | 10,398 | -27.73 | 3,244 | -56.96 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 583,974 | 31.91 | 181,854 | -21.36 | ||||
| 2025-08-27 | NP | SEBLX - Touchstone 平衡基金 A 类 | 24,467 | -19.90 | 7,633 | -52.29 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 1,089 | 19.41 | 340 | -28.93 | ||||
| 2025-04-23 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 488,166 | 0.00 | 231,859 | -22.16 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 股票收益基金 IA 类股票 | 100,169 | -3.43 | 31,250 | -42.48 | ||||
| 2025-07-08 | 13F | 巴卢顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 希尔岛金融有限公司 | 688 | 215 | ||||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 658 | -3.80 | 205 | -42.74 | ||||
| 2025-05-30 | NP | OPTZ-优化策略指数ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 485 | 9.98 | 151 | -34.35 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1,859 | 27.07 | 580 | -24.28 | ||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 440 | 223 | ||||||
| 2025-08-06 | 13F | 圆石顾问有限责任公司 | 10,103 | -0.37 | 3,152 | -40.67 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 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 | 43,289 | 3,247.95 | 13,505 | 1,964.83 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 4,284 | 3.85 | 1 | -50.00 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 2,260 | 30.11 | 705 | -22.55 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 9,945 | -38.36 | 3,103 | -63.29 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 24,213,314 | -6.32 | 7,553,828 | -44.20 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 1,887 | 60.19 | 589 | -4.55 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 6,948 | -48.13 | 2,168 | -69.11 | ||||
| 2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 1,671 | 4.18 | 521 | -37.90 | ||||
| 2025-08-08 | 13F | 财富联盟 | 4,058 | -21.45 | 1,266 | -53.23 | ||||
| 2025-08-12 | 13F | 马克西投资CY有限公司 | 10,200 | 3 | ||||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 594 | -1.49 | 185 | -41.27 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 323,721 | 8.00 | 97,735 | -31.35 | ||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 181,552 | 28.18 | 57 | -24.32 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 2,254 | 0.09 | 1,181 | 3.60 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 1,453 | -0.95 | 453 | -41.02 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 60,346 | 6.15 | 18,219 | -32.53 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 200,700 | -7.87 | 62,612 | -45.12 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 888 | 10.86 | 241 | -20.72 | ||||
| 2025-07-23 | 13F | 湖滨资本集团有限公司 | 2,272 | 75.44 | 709 | 4.42 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 2,337 | -80.64 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 德美银行 | 24,900 | -1.38 | 7,768 | -41.26 | ||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 26,880 | 93.53 | 8,386 | 15.27 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 18,337 | -11.61 | 5,721 | -47.35 | ||||
| 2025-07-23 | 13F | 格柏有限公司 | 1,463 | 0.00 | 456 | -40.47 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 2,179 | -16.45 | 680 | -50.26 | ||||
| 2025-07-15 | 13F | 肯普纳资本管理公司 | 14,925 | 239.98 | 4,656 | 232,700.00 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 14,899 | -81.14 | 4,648 | -88.77 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,561 | 4.52 | 1,111 | -37.78 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 1,507,698 | 396.60 | 470,357 | 194.81 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 7,860 | -33.84 | 2,373 | -57.94 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 5,150 | 25.30 | 1,607 | -25.37 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 9,600 | -8.14 | 2,898 | -41.61 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 199,777 | 0.32 | 60,315 | -36.23 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 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 | 19,504 | 8.97 | 5,888 | -30.73 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 3,686 | 0.00 | 1,113 | -36.46 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 3,204 | 6.84 | 967 | -32.09 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 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 | 1,050 | -4.89 | 432 | -27.76 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 7,555 | 2,357 | ||||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 968 | -6.20 | 302 | -44.07 | ||||
| 2025-08-13 | 13F | Codex资本资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | L & S 顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 318,226 | 4.53 | 99,145 | -37.69 | ||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 27,982 | 7.82 | 8,730 | -35.78 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 765 | -4.85 | 239 | -43.47 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 6,240 | -46.91 | 1,947 | -68.38 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠股息收入基金 | 91,604 | 0.00 | 37,690 | -24.16 | ||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 1,521 | -1.23 | 475 | -41.19 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 125,187 | -39.70 | 39,055 | -64.08 | ||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 998 | -19.77 | 311 | -52.23 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 18,327,740 | -19.54 | 5,717,475 | -52.08 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,095 | 13.92 | 654 | -32.19 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 5,616 | -8.22 | 1,752 | -45.32 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 6,623 | -66.95 | 2 | -80.00 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 2,310 | -21.13 | 950 | -40.18 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 5,232 | -6.57 | 1,632 | -44.36 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 800 | -94.94 | 250 | -96.99 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 317,400 | 2,439.20 | 99,019 | 1,412.66 | |||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 36,219 | -68.90 | 11,299 | -81.48 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 736 | -0.94 | 230 | -41.13 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 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 | 2,877,917 | -1.98 | 868,872 | -37.70 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 7,155 | -6.26 | 2,160 | -40.41 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 1,181 | -7.95 | 369 | -45.24 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 6,997,689 | 19.96 | 2,183,069 | -28.55 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 1,438 | -25.14 | 449 | -55.47 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 402,300 | 326.62 | 125,506 | 154.12 | |||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 800 | -95.58 | 250 | -97.37 | |||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 80 | 33 | ||||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 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 | 951 | 17.99 | 391 | -10.53 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 2,505 | -9.40 | 781 | -46.06 | ||||
| 2025-08-26 | NP | BVOIX - Barrow Hanley 美国价值机会基金机构股份 | 4,278 | -2.26 | 1,335 | -41.80 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 4,540 | -1.33 | 1,416 | -41.22 | ||||
| 2025-08-07 | 13F/A | 利斯惠勒投资顾问有限公司 | 47,284 | 14,751 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 33 | 3.12 | 10 | -40.00 | ||||
| 2025-05-30 | NP | SMSAX - SIMT 多策略另类基金 F 类 | Short | -1,035 | -542 | |||||
| 2025-07-30 | 13F | 艾伦·B·兰兹联合公司 | 1,305 | 407 | ||||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 2,963 | 51.33 | 924 | -9.85 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 19,660 | 2.74 | 6,133 | -38.80 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,960 | -38.17 | 611 | -63.19 | ||||
| 2025-08-14 | 13F | 维斯塔投资管理公司 | 5,224 | 28.80 | 1,630 | -23.31 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 3,306 | 8.36 | 1,031 | -35.44 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 424 | 5.21 | 132 | -37.44 | ||||
| 2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 2,100 | 200.00 | 655 | 78.96 | ||||
| 2025-07-29 | 13F | Eos管理有限合伙人 | 4,843 | 1,511 | ||||||
| 2025-05-27 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 4,482 | -66.40 | 2,347 | -65.22 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 164,633 | 23.85 | 51,361 | -26.23 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 1,085 | 1.78 | 338 | -39.43 | ||||
| 2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 1,528 | 2.55 | 477 | -38.97 | ||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 407 | 22.22 | 127 | -27.59 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 23,347 | -25.68 | 9,606 | -43.64 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 13,492 | -30.58 | 4,209 | -57.19 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,076 | -11.44 | 0 | |||||
| 2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 15,957 | -45.11 | 4,978 | -67.30 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 3,891 | 1,601 | ||||||
| 2025-07-22 | 13F | 净值顾问小组 | 1,535 | -57.85 | 479 | -74.93 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 1,458 | -16.06 | 455 | -50.06 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 1,630 | -0.61 | 509 | -40.79 | ||||
| 2025-08-08 | 13F | 卡尔·谢尔有限公司 | 645 | 0.00 | 201 | -40.36 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 58,532 | 21.08 | 24,082 | -8.17 | ||||
| 2025-04-30 | 13F | 指数基金顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 德意志银行\ | 3,317,060 | -38.42 | 1,034,823 | -63.32 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 2,404,268 | 0.00 | 750,059 | -40.44 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 1,494 | -5.80 | 466 | -43.86 | ||||
| 2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 63,596 | 10.50 | 19,200 | -29.76 | ||||
| 2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TSWEX - TSW 大盘价值基金顾问股票 | 1,200 | 374 | ||||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 26,305 | 5.99 | 8,206 | -36.87 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 100,140 | 2.60 | 31,241 | -38.89 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 1,490 | -42.32 | 465 | -65.71 | ||||
| 2025-08-12 | 13F | 坚决财富策略有限责任公司 | 2,261 | -0.40 | 705 | -40.66 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 251,778 | -6.06 | 78,547 | -44.04 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 6,622 | -84.30 | 2,066 | -90.65 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF 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 | 8,192 | 7.69 | 2,556 | -35.87 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 1,065 | 33.63 | 332 | -20.38 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 11,433 | -5.90 | 3,567 | -43.96 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 12,830 | 0.83 | 5,279 | -23.54 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 1,018 | 0 | ||||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 1,130 | 353 | ||||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 1,646 | -57.82 | 513 | -74.99 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 15,762 | -43.57 | 4,917 | -66.39 | ||||
| 2025-07-28 | NP | AVIE - Avantis 通胀聚焦股票 ETF | 358 | 0.00 | 108 | -36.47 | ||||
| 2025-07-29 | NP | MPISX - 纽约梅隆银行收益股票基金 M 类股票 | 10,180 | -3.04 | 3,073 | -38.37 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 704 | 1.00 | 220 | -40.00 | ||||
| 2025-05-28 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 50,000 | -66.67 | 26,188 | -65.49 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 5,722 | 16.94 | 1,785 | -30.33 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 2,141,448 | -3.73 | 668,068 | -42.66 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 10,380 | 1.15 | 3,238 | -39.75 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,643 | -4.92 | 513 | -43.36 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 103,498 | 277.11 | 32,288 | 124.63 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 530 | -81.31 | 165 | -88.88 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 200,546 | -1.72 | 62,564 | -41.46 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 13 | 18.18 | 4 | -20.00 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 股息机会基金 3 级 | 20,300 | 6,333 | ||||||
| 2025-05-13 | 13F | 李氏金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 7 | 2 | ||||||
| 2025-05-29 | NP | STFGX - 国营农场增长基金 | 900 | 0.00 | 471 | 3.52 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 5,937 | 60.85 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | 福布斯律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 王国金融集团有限责任公司。 | 2,444 | 456.72 | 762 | 231.30 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 199 | 6.99 | 62 | -36.08 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 1,818 | -12.60 | 567 | -47.93 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 38,264 | -7.32 | 11,552 | -41.09 | ||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 660 | 0.00 | 272 | -24.30 | ||||
| 2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 1,292 | -3.22 | 677 | 0.15 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 281 | 169.23 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 224,275 | 20.09 | 69,967 | -28.47 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 125,200 | 206.11 | 39,059 | 82.34 | |||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 733 | 229 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 375,500 | 643.56 | 117,145 | 342.91 | |||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 1,086 | 0.74 | 339 | -40.07 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 18,784 | 939,100.00 | 5,860 | |||||
| 2025-08-12 | 13F | 企业金融服务公司 | 1,447 | -37.11 | 451 | -62.57 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 6,412 | 3.27 | 2,638 | -21.67 | ||||
| 2025-08-14 | 13F | 头投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 6,000 | 50.00 | 1,872 | -10.69 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 646,137 | 2.25 | 201,575 | -39.09 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 532,600 | 23.66 | 166,155 | -26.34 | |||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 304,333 | -69.87 | 94,943 | -82.06 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 732,959 | -0.35 | 228,661 | -40.64 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 514,700 | 32.31 | 160,571 | -21.19 | |||
| 2025-08-07 | 13F | CVFG有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 812 | 0.00 | 253 | -40.47 | ||||
| 2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 964 | 2.44 | 301 | -39.02 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,110 | -1.86 | 658 | -41.56 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 1,889 | 12.64 | 589 | -32.92 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 3,307 | -2.76 | 1,032 | -42.11 | ||||
| 2025-08-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 143,717 | 9.14 | 44,835 | -34.99 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 109 | 34 | ||||||
| 2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 112,664 | 16.53 | 46,354 | -11.62 | ||||
| 2025-03-31 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 276 | -24.80 | 150 | -28.02 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 6,611 | 49.54 | 2,063 | -10.93 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,281,971 | 8.90 | 398,456 | -35.41 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 366,400 | 63.50 | 114,306 | -2.61 | |||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,845 | -14.31 | 888 | -48.96 | ||||
| 2025-04-30 | 13F | 直布罗陀资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 兰莫尔基金管理有限公司 | 44,000 | 13,727 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 521,837 | 333.03 | 162,797 | 157.93 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 268,800 | 54.93 | 83,858 | -7.72 | |||
| 2025-08-19 | 13F | 坎贝尔资本管理公司 | 9,300 | 2,901 | ||||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 75,357 | -1.95 | 22,751 | -37.68 | ||||
| 2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 24,300 | -14.29 | 9,998 | -31.09 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 美国财富集团有限责任公司 | 4,398 | 11.94 | 1,372 | -33.30 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 3,203,218 | -17.82 | 999,358 | -51.05 | ||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | MFQAX - AMG FQ 税务管理美国 N 类股票基金 | 2,565 | 0.00 | 1,055 | -24.16 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 3,193 | -40.45 | 964 | -62.18 | ||||
| 2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 47,600 | 14,371 | ||||||
| 2025-07-18 | 13F | GEN 财务管理有限公司 | 773 | -59.97 | 241 | -76.16 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 4,570 | 3.65 | 1,426 | -28.79 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 189 | 0.00 | 59 | -40.82 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 57 | 17 | ||||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 5,571 | -3.11 | 1,738 | -42.28 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 1,089 | 0 | ||||||
| 2025-08-13 | 13F | PACK 私人财富有限责任公司 | 9,569 | 47.62 | 2,985 | -12.05 | ||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 23,095 | -11.40 | 6,973 | -43.68 | ||||
| 2025-05-14 | 13F | 定制索引系统有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 20,054 | 4.54 | 6,256 | -37.73 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 16,813 | 142.09 | 5,245 | 44.21 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 184 | 60.00 | 57 | -5.00 | ||||
| 2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 133,869 | 0.00 | 55,079 | -24.16 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 10,144 | 35.25 | 3,165 | -19.45 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 27,116 | 0.88 | 8,459 | -39.91 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 1,091 | 7.70 | 340 | -35.85 | ||||
| 2025-05-15 | 13F | 肯辛顿投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | LSV资产管理 | 3,560 | 0.91 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 5,775 | -1.20 | 1,802 | -41.16 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 16,616 | -34.19 | 5,184 | -60.80 | ||||
| 2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 848 | -49.91 | 265 | -70.20 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 27,597 | -9.10 | 11,355 | -31.06 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 55,654 | 50.76 | 17,362 | -10.20 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management，有限责任公司/MS | 14,939 | 77.34 | 4,661 | 5.62 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 3,986 | -49.03 | 1,244 | -69.65 | ||||
| 2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 221 | -2.64 | 67 | -38.32 | ||||
| 2025-05-28 | NP | 贝莱德资本配置信托 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 | 25,904 | -33.21 | 13,567 | -30.85 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 723,021 | -57.89 | 226 | -74.97 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 50,223 | 6.15 | 15,668 | -36.77 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 39,034 | -1.88 | 12,178 | -41.56 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 609 | 2.70 | 309 | -0.32 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Tekla 医疗保健机会基金 | 195,668 | 11.84 | 61,043 | -33.38 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 62,707 | 56.02 | 25,800 | 18.33 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 209 | -14.34 | 65 | -48.82 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 122,749 | -2.46 | 37,059 | -38.00 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 192,300 | 76.75 | 59,992 | 5.28 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 5,959 | 3.42 | 1,859 | -38.38 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 1,019 | -10.22 | 318 | -46.63 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 288 | -52.00 | 87 | -69.72 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 336,674 | 19,496.86 | 3,122 | 247.16 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 114,367 | -62.56 | 35,679 | -77.70 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 63,174 | 0.46 | 19,708 | -40.16 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 112,000 | 83.91 | 34,941 | 9.54 | |||
| 2025-07-24 | NP | SUHAX - DWS 健康与保健基金 A 级 | 46,323 | -4.93 | 13,985 | -39.57 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 120,800 | 99.67 | 37,686 | 18.93 | |||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 1,873 | -25.76 | 584 | -55.79 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,404 | 16.81 | 6,764 | -25.75 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 2,401 | 8.69 | 988 | -17.61 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 333,627 | 23.48 | 137,267 | -6.35 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 1,664 | -14.71 | 519 | -49.17 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 114,000 | 107.27 | 35,565 | 23.46 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 5,155 | -8.36 | 1,608 | -45.40 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 23,512 | -21.28 | 7,335 | -53.11 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 222,481 | 5.71 | 69,407 | -37.03 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,625 | -4.86 | 819 | -43.35 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 100,032 | -1.74 | 31,207 | -41.47 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 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 | 770,881 | 25.15 | 240,492 | -25.46 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 875 | 1.39 | 360 | -23.08 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 2,607 | 29.06 | 813 | -23.08 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 4,300 | -25.86 | 1,298 | -52.87 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 52,200 | -88.24 | 16,285 | -92.99 | ||||
| 2025-05-12 | 13F | 普罗维登斯第一信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 660 | 0.00 | 206 | -40.58 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 罗斯金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | CLTAX - Catalyst/Lyons 战术分配基金 A 类 | 2,026 | -5.59 | 1,061 | -2.21 | ||||
| 2025-07-16 | 13F | 考克斯资本管理有限责任公司 | 4,443 | -2.54 | 1,386 | -41.94 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 4 | 1 | ||||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 6,694 | 161.48 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | HMV 财富顾问有限公司 | 700 | -61.69 | 218 | -77.20 | ||||
| 2025-05-27 | NP | GVIZX - 价值股票指数基金投资者 | 6,742 | 4.69 | 3,531 | 8.41 | ||||
| 2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 3,065 | -4.19 | 956 | -42.93 | ||||
| 2025-07-09 | 13F | Presidio 资本管理有限公司 | 1,747 | -0.46 | 545 | -40.70 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 92,959 | 0.81 | 29,000 | -39.95 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 1,493 | -28.67 | 466 | -57.57 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 236,451 | -14.92 | 73,766 | -49.32 | ||||
| 2025-07-21 | 13F | 指南针规划协会 | 148 | 0.00 | 46 | -40.26 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 547 | -11.49 | 171 | -47.37 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 34,168 | -91.25 | 10,659 | -94.79 | ||||
| 2025-07-25 | 13F | G2 资本管理有限公司 / 哦 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 托巴姆 | 16,906 | 527.31 | 5 | 400.00 | ||||
| 2025-07-09 | 13F | 埃尔德雷德·洛克合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 22,425 | -5.02 | 6,770 | -39.63 | ||||
| 2025-05-14 | 13F | 托罗索投资有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kensico 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 3,800 | 1,185 | ||||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 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 | 227,322 | 1.49 | 93,529 | -23.03 | ||||
| 2025-08-07 | 13F | 阿森松资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 80,293 | 20.59 | 25,049 | -28.17 | ||||
| 2025-05-15 | 13F | 直径资本合伙公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 1,339 | 418 | ||||||
| 2025-08-15 | 13F | 公平控股公司 | 26,389 | -2.41 | 8,233 | -41.88 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 2,048 | -12.93 | 639 | -48.17 | ||||
| 2025-08-11 | 13F | Actinver 财富管理公司 | 718 | 224 | ||||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 661 | -25.56 | 206 | -55.70 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 58,146 | 18.23 | 18,141 | -29.59 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 511,155 | 10.39 | 154,323 | -29.83 | ||||
| 2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 21,066 | 4.38 | 8,667 | -20.83 | ||||
| 2025-08-27 | NP | LCF - Touchstone 美国大盘股 ETF | 1,901 | -15.32 | 593 | -49.53 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 1,673 | 9.49 | 522 | -34.87 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 778 | 29.45 | 243 | -22.93 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 3,083 | 0.19 | 962 | -40.36 | ||||
| 2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 1,686 | -5.81 | 694 | -28.63 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 211,700 | -8.63 | 66,044 | -45.58 | ||||
| 2025-08-29 | NP | YACKX - AMG Yacktman 基金 I 类 | 120,000 | 37,436 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 76,483 | -4.60 | 23,860 | -43.18 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 22,613 | -0.72 | 7,055 | -40.86 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,378 | -6.12 | 742 | -44.12 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 126,600 | -0.16 | 39,495 | -40.53 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,025 | 71.40 | 320 | 1.92 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 15,863 | 24.17 | 4,948 | -26.04 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 5,226 | 7.84 | 2 | -50.00 | ||||
| 2025-04-22 | 13F | Rockline 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | Call | 700 | 10 | |||||
| 2025-08-26 | NP | TMED - T. Rowe Price 医疗保健 ETF | 2,270 | 708 | ||||||
| 2025-07-10 | 13F | 三季财富有限责任公司 | 2,358 | 1.03 | 736 | -39.85 | ||||
| 2025-05-15 | 13F | 埃施勒资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 1,089 | -8.02 | 340 | -45.32 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 809 | 0.12 | 245 | -49.38 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -125,947 | 1,187.54 | -39,292 | 666.95 | |||
| 2025-04-16 | 13F | 霍华德资本管理集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 1,398 | 168.85 | 436 | 60.29 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 144,900 | 1.05 | 45,204 | -39.81 | |||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 129,864 | -73.71 | 39,207 | -83.29 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 309,817 | -6.88 | 96,654 | -44.54 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 393,096 | 99.37 | 122,634 | 18.75 | ||||
| 2025-06-27 | NP | FQUAX - AMG FQ 多空股票基金 N 类 | 2,317 | -35.53 | 953 | -51.10 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 104,100 | 35.37 | 32,476 | -19.37 | |||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 14,526 | -32.36 | 4,532 | -59.71 | ||||
| 2025-06-27 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 66,500 | -20.36 | 27,361 | -39.60 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 2,489 | 3.15 | 776 | -38.56 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 2,163 | -9.61 | 675 | -46.21 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 46,539 | 1.99 | 14,519 | -39.25 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 7,832 | -2.04 | 3,222 | -25.71 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,100 | 0.00 | 648 | -41.04 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 17,215 | 238.61 | 5,371 | 101.73 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 179,913 | 2.64 | 56,127 | -38.86 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 726 | -8.79 | 226 | -45.67 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 121 | 8.04 | 38 | -36.21 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 1,111 | 0.54 | 582 | 4.12 | ||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 2,537 | -47.95 | 1,044 | -60.55 | ||||
| 2025-05-30 | NP | PISIX - PIMCO StocksPLUS 国际基金（美元对冲）机构 | 6,382 | -83.70 | 3,343 | -83.13 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 888 | -24.30 | 277 | -55.05 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 9 | -96.15 | 0 | |||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,638 | -2.11 | 1,447 | -41.72 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 13,542 | 746.90 | 4,225 | 352.25 | ||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 443,400 | -3.86 | 182,432 | -27.08 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 85,084 | -4.19 | 25,688 | -39.10 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 9,315 | 6.08 | 2,906 | -36.80 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 63 | 0.00 | 20 | -40.62 | ||||
| 2025-07-23 | 13F | 阿姆布鲁斯特资本管理公司 | 1,175 | 0.00 | 367 | -40.49 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 104,099 | 9.03 | 32,476 | -35.06 | ||||
| 2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 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 | 241,653 | 18.86 | 99,426 | -9.86 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,036,979 | -33.43 | 635,589 | -60.34 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | Call | 1,400 | 437 | |||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,681 | 21.65 | 1,460 | -27.54 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 30,600 | -14.76 | 9,546 | -49.23 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 104,400 | -11.07 | 32,570 | -47.03 | |||
| 2025-07-31 | 13F/A | 亚飞财富 | 350 | 42.28 | 0 | |||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 49,555 | 806.77 | 12,962 | 479.70 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 55,949 | 306.78 | 17,454 | 142.32 | ||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 5,708 | 0.00 | 1,723 | -36.44 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,937 | 0.00 | 916 | -40.44 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 163 | -55.22 | 51 | -73.68 | ||||
| 2025-08-06 | 13F | 泰美洛投资管理公司 | 3,000 | 936 | ||||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 653 | 4.98 | 204 | -37.54 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 2,831 | -0.88 | 883 | -40.94 | ||||
| 2025-08-14 | 13F | 河口资本管理有限公司 | 115,016 | 20.69 | 35,882 | -28.11 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 57,323 | 0.00 | 17,883 | -40.43 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 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 | 223,346 | 0.00 | 91,893 | -24.16 | ||||
| 2025-07-25 | NP | UCAGX - 基石积极基金 | 2,066 | 0.00 | 624 | -36.49 | ||||
| 2025-04-22 | 13F | 值得财务咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 3,071 | 8.02 | 958 | -35.66 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 738 | 0.00 | 230 | -40.41 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 317 | -3.94 | 99 | -43.02 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 1,264 | 520 | ||||||
| 2025-07-16 | 13F | 剑桥顾问公司 | 2,122 | 0.00 | 662 | -40.41 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 45,745 | -49.56 | 14,270 | -69.95 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 198,924 | -1.11 | 62,058 | -41.10 | ||||
| 2025-08-28 | NP | LYFCX - AlphaCentric LifeSci 医疗保健基金 C 类 | 4,388 | -38.11 | 1,369 | -63.16 | ||||
| 2025-07-11 | 13F | 凯丹财富管理公司 | 669 | -1.62 | 209 | -41.57 | ||||
| 2025-07-21 | 13F | Keb资产管理有限公司 | 1,909 | -1.29 | 596 | -41.21 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 1,317 | -23.43 | 411 | -54.44 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 1,710 | 0.00 | 533 | -40.45 | ||||
| 2025-08-14 | 13F | 孤松资本有限公司 | 1,693,347 | 528,273 | ||||||
| 2025-07-16 | 13F | 钻石资产管理公司 | 2,070 | 0.00 | 646 | -40.50 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 102,140 | 31,865 | ||||||
| 2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 153,004 | -34.57 | 47,113 | -61.53 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 124,876 | 0.61 | 38,958 | -40.07 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 1,501 | -0.73 | 786 | 2.88 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 4,048 | 2,148.89 | 1,666 | 1,709.78 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth 顾问公司 | 994 | 54.35 | 310 | -8.01 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 924,584 | 2.97 | 279,141 | -34.55 | ||||
| 2025-06-26 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 93,119 | 42.58 | 38,313 | 8.14 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 902 | -4.55 | 281 | -43.12 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 5,105 | 58.34 | 1,593 | -5.69 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 58,437 | -17.96 | 18,231 | -51.13 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 12,741 | 2.12 | 3,975 | -39.18 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,091 | 1.11 | 329 | -35.74 | ||||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 1,020 | 318 | ||||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 9,511 | 72.52 | 2,967 | 2.77 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 217 | 16.67 | 89 | -2.20 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 23,427 | 5.02 | 9,639 | -20.35 | ||||
| 2025-06-24 | NP | SWDSX - 嘉信股息股票基金 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 | 20,000 | 0.00 | 8,229 | -24.16 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 73,400 | 58.57 | 22,899 | -5.55 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 873 | -2.35 | 272 | -41.88 | ||||
| 2025-08-14 | 13F | 华莱士资本管理公司 | 2,119 | 0.00 | 661 | -40.40 | ||||
| 2025-07-29 | 13F | 财务协同财富顾问公司 | 5,262 | 1,641 | ||||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 1,945 | 0.52 | 607 | -40.18 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 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 | 56,475 | -1.91 | 23,236 | -25.60 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 954 | -8.45 | 298 | -45.50 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 22,542 | 1.35 | 11,807 | 4.94 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 108,342 | -7.88 | 33,799 | -45.13 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | GDMYX - 机构防御性市场策略基金 | 17,012 | -4.93 | 8,910 | -1.57 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 9,503 | -23.29 | 2,965 | -54.32 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 3,260 | 39.32 | 1,017 | -16.98 | ||||
| 2025-06-25 | NP | PYVLX - Payden 股权收益基金（投资者类别） | 18,500 | -25.10 | 7,612 | -43.20 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 467 | -27.82 | 117 | -65.68 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 8,855 | 3.49 | 2,763 | -38.36 | ||||
| 2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 1,499 | 200.40 | 468 | 78.93 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 3,362 | -5.61 | 1,049 | -43.81 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 2,500 | -27.85 | 780 | -57.06 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 3,315 | 4.97 | 1,034 | -37.48 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 6,336 | -36.97 | 1,977 | -62.47 | ||||
| 2025-05-15 | 13F | 埃克索资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 3,437 | -44.67 | 1,072 | -67.05 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 1,726 | 123.29 | 538 | 33.17 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 3,872 | -10.39 | 1,208 | -46.64 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 18 | 0.00 | 6 | -44.44 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 33,418 | 5.06 | 10,425 | -37.42 | ||||
| 2025-05-30 | NP | PXTIX - PIMCO RAE PLUS 基金机构 | 2,210 | -85.76 | 1,157 | -85.26 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 644,636 | 13.11 | 201,042 | -32.65 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 383 | 9.12 | 119 | -34.97 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 35,893 | -9.40 | 11,198 | -46.04 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 51,086 | -29.59 | 15,937 | -58.06 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 678 | 209.59 | 212 | 85.09 | ||||
| 2025-05-30 | NP | MBOX - 自由日股息 ETF | 5,182 | 6.36 | 2,714 | 10.15 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 112,627 | -22.42 | 35,136 | -53.79 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 6,629 | -14.66 | 2,068 | -49.16 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 1,186 | 0.00 | 621 | 0.00 | ||||
| 2025-07-23 | 13F | 支柱财务顾问有限公司 | 80 | 0.00 | 25 | -41.46 | ||||
| 2025-08-07 | 13F | 佩登和里格尔 | 34,600 | 51.89 | 11 | -9.09 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 132 | -74.81 | 41 | -82.70 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 17,332 | 71.32 | 7,131 | 29.94 | ||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 829 | -1.31 | 259 | -41.36 | ||||
| 2025-08-14 | 13F | 谢顿资本有限公司 | 687 | 0.00 | 214 | -40.39 | ||||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 675,084 | -0.22 | 277,757 | -24.33 | ||||
| 2025-08-05 | 13F | 平衡风险投资有限责任公司 | 5,810 | 2.61 | 1,813 | -38.89 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 1,328 | -5.55 | 414 | -43.75 | ||||
| 2025-05-15 | 13F | KP管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-30 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 79,200 | 184.89 | 41,481 | 194.99 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 1,387 | 9.64 | 433 | -34.74 | ||||
| 2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 88 | -31.78 | 48 | -34.72 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 13,865 | 1.01 | 3,460 | -38.73 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 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 | 275,930 | 0.35 | 86,082 | -40.22 | ||||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 36 | -95.15 | 11 | -97.16 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 33,216 | -6.26 | 10,362 | -44.16 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 444 | 113.46 | 139 | 27.78 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 3,302 | -16.74 | 1,030 | -50.41 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 1,480 | 118.93 | 462 | 30.23 | ||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 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 | 9,377 | 1.23 | 2,925 | -39.70 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 1,251 | -1.96 | 390 | -41.62 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 307,432 | -30.61 | 95,909 | -58.67 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 2,297 | -36.37 | 717 | -62.12 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 26,500 | -5.40 | 8,267 | -43.65 | ||||
| 2025-05-30 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,503 | -6.76 | 787 | -3.44 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 17,502 | 7.81 | 5,460 | -35.78 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 100,498 | 1.66 | 31,376 | -39.40 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 21,268 | 5.65 | 6,635 | -37.07 | ||||
| 2025-07-17 | 13F | 蓝球顾问有限责任公司 | 1,555 | 485 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 1,523,200 | 359.49 | 475,193 | 173.69 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 45,104 | -9.14 | 14,071 | -45.88 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | Call | 1 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 15,352 | -20.26 | 4,789 | -52.50 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 84,937 | 63.48 | 26,498 | -2.62 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 1,738 | -52.54 | 542 | -71.73 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 742,300 | 303.86 | 231,575 | 140.56 | |||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 77,271 | -9.87 | 24,106 | -46.31 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 道指 2x 策略基金可变年金 | 779 | -11.07 | 243 | -46.94 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 20,428 | -25.57 | 6,373 | -55.67 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 731 | 101.93 | 228 | 20.63 | ||||
| 2025-06-27 | NP | TWCIX - 选择基金投资者类别 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 | 112,200 | -7.43 | 46,164 | -29.79 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 617,787 | 833.44 | 192,742 | 456.04 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 142,296 | -13.62 | 44,392 | -48.55 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 5,298 | 38.65 | 2,180 | 5.16 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 175 | 0.00 | 55 | -40.66 | ||||
| 2025-08-15 | NP | FMIGX - FMI 全球基金机构类 | 720 | 0.00 | 225 | -40.58 | ||||
| 2025-08-13 | 13F | 布伦特维尤投资管理有限公司 | 11,256 | -1.89 | 3,512 | -41.56 | ||||
| 2025-07-07 | 13F | 西联银行 | 64,600 | 23.74 | 20,153 | -26.29 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 486 | 5.42 | 152 | -43.87 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 15,400 | 480,434 | |||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 20,807 | 10.50 | 6,491 | -34.18 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 723 | 16.99 | 226 | -30.34 | ||||
| 2025-05-15 | 13F | 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 3,192 | -26.74 | 996 | -56.38 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 4,526 | 29.46 | 1,862 | -1.79 | ||||
| 2025-06-27 | NP | MEDI - 港湾医疗保健 ETF | 2,065 | -7.69 | 850 | -30.01 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 14,660 | -15.28 | 4,574 | -49.54 | ||||
| 2025-08-13 | 13F | 林奇资产管理公司 | 14,500 | 26.64 | 4,524 | -24.57 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 7,146 | -5.65 | 3,743 | -5.65 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 14,918 | -38.50 | 4,654 | -63.37 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 2,577 | -2.86 | 804 | -42.19 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 60,704 | -30.29 | 18,938 | -58.48 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,304 | 44.89 | 407 | -13.80 | ||||
| 2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,583 | 25.39 | 806 | -25.32 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 1,505 | 9.85 | 380 | -47.14 | ||||
| 2025-07-24 | NP | SHSSX - 贝莱德健康科学机会投资组合机构 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 | 934,338 | 52.11 | 282,086 | -3.31 | ||||
| 2025-08-04 | 13F | 拉斯罗普投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 33,594 | 0.23 | 13,822 | -23.99 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 2,594 | 5.62 | 783 | -32.85 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | 会员财富有限责任公司 | 2,149 | -5.37 | 1,126 | -6.02 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 11 | 0.00 | 5 | -20.00 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 45,548 | -39.19 | 14 | -64.10 | ||||
| 2025-07-15 | 13F | 梧桐金融顾问公司 | 1,544 | -7.32 | 482 | -44.84 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 35 | -59.77 | 11 | -77.78 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 441,900 | 99.32 | 137,860 | 18.73 | |||
| 2025-04-25 | NP | VCAAX - 资产配置基金 | 3,565 | -15.96 | 1,693 | -34.58 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 122,300 | -17.36 | 38,154 | -50.78 | |||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 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 | 99,284 | 51.62 | 30,974 | -9.69 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 19,996,223 | -23.95 | 6,238,254 | -54.70 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 15,015 | -8.45 | 4,684 | -45.47 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 学院资本管理公司/德克萨斯州 | 187,620 | 42,444.22 | 58,532 | 25,348.26 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 790 | -17.36 | 246 | -50.80 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 253 | 43.75 | 79 | -15.22 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 10,647 | -55.22 | 3,322 | -73.33 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 133 | -82.75 | 44 | -89.36 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 132 | 112.90 | 0 | |||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 21 | -12.50 | 9 | -38.46 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,244,289 | -21.98 | 700 | -53.52 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 7,101 | -5.07 | 2,215 | -30.80 | ||||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 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 | 74,254 | 8.32 | 30,551 | -17.84 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 270 | 390.91 | 84 | 200.00 | ||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 比奇山顾问公司 | 7,227 | 2,254 | ||||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 8,992 | -13.50 | 2,805 | -48.48 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 20,184 | -32.01 | 6,297 | -59.50 | ||||
| 2025-08-28 | NP | WMKGX - WesMark 成长基金 | 16,100 | 31.97 | 5,023 | -21.40 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 19,666 | -54.92 | 8,091 | -67.14 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 3,474 | -26.18 | 1,040 | -57.79 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 843 | -94.99 | 0 | |||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 123 | 80.88 | 38 | 11.76 | ||||
| 2025-08-26 | NP | EDOW - First Trust Dow 30 等权重 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 | 23,245 | 36.96 | 7,252 | -18.43 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 154,971 | -9.46 | 48,346 | -46.07 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 12,744 | -8.07 | 5,243 | -30.28 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 3,162 | 986 | ||||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 13,653 | 95.15 | 4,259 | 16.24 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 55 | -8.33 | 29 | -6.67 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 172,531 | -60.61 | 53,824 | -76.54 | ||||
| 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 | 412,858 | 8.90 | 124,646 | -30.78 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 1,947 | -5.49 | 599 | -47.50 | ||||
| 2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 45,038 | -2.56 | 13,597 | -38.06 | ||||
| 2025-05-15 | 13F | One68 全球资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 71,751 | 10.70 | 21,671 | -35.21 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 384 | 0.00 | 120 | -40.80 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 278,252 | 34.73 | 95,962 | -11.50 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 4,258 | -30.05 | 1,328 | -55.90 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 189,136 | 21.51 | 59,005 | -27.62 | ||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 1,155 | 18.95 | 475 | -9.70 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 5,089 | 2 | ||||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Call | 80 | 0 | |||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 7,570 | 64.24 | 2,362 | -2.15 | ||||
| 2025-08-14 | 13F | 猎犬合伙人有限责任公司 | 13,437 | 4,192 | ||||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 1,072 | -36.61 | 335 | -49.93 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 2,385 | 15.78 | 744 | -28.63 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 373 | 0.00 | 116 | -40.51 | ||||
| 2025-05-30 | NP | PTSOX - PIMCO RAE PLUS 国际基金 A 类 | 278 | -80.57 | 146 | -79.94 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,445,880 | 0.85 | 451,071 | -39.93 | ||||
| 2025-04-29 | 13F | 赖斯合伙有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | 罗宾斯法利有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 640,300 | -7.73 | 199,754 | -45.04 | ||||
| 2025-04-14 | 13F | 亚伯勒资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 27,239 | -46.26 | 8,498 | -67.99 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 5,203 | -12.11 | 2,141 | -33.35 | ||||
| 2025-05-28 | NP | GESIX - Lazard 全球股票精选投资组合机构股票 | 2,099 | -10.64 | 1,099 | -7.49 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 680,595 | -39.64 | 212,325 | -64.04 | ||||
| 2025-08-25 | NP | RGOIX - RBC 全球机会基金 I 级 | 22,500 | -34.59 | 7,019 | -61.04 | ||||
| 2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 2,118 | 17.80 | 1 | |||||
| 2025-07-09 | 13F | 伯尔金融服务有限责任公司 | 940 | 80.77 | 293 | 7.72 | ||||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 7,448 | 2.27 | 2,324 | -39.09 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 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 | 292,135 | 2.10 | 120,196 | -22.56 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,324 | 76.53 | 400 | 12.08 | ||||
| 2025-08-14 | 13F | Camber资本管理有限责任公司 | 100,000 | 31,197 | ||||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,100 | -47.72 | 1,139 | -44.57 | ||||
| 2025-07-18 | 13F | 布尔金资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 47,055 | -10.92 | 15 | -48.15 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 32,591 | -1.58 | 13,409 | -25.36 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 131,600 | 11.00 | 41 | -33.87 | ||||
| 2025-08-14 | 13F | 埃尔克霍恩合伙有限合伙企业 | 1,050 | 328 | ||||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 808 | -9.42 | 252 | -46.04 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 1,890 | 136.25 | 590 | 40.91 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 5,036 | -11.24 | 1,571 | -47.12 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 694,370 | 216,623 | ||||||
| 2025-08-12 | 13F | 投资与财务规划有限责任公司 | 642 | 50.00 | 200 | -10.31 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,714 | 38.23 | 705 | 4.91 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 27,368 | 9.64 | 8,538 | -34.70 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 42,785 | 1.67 | 17,603 | -22.89 | ||||
| 2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 912 | -11.80 | 285 | -47.50 | ||||
| 2025-04-16 | 13F | Puff 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | MFOCX - Marsico 焦点基金 | 93,391 | 55.25 | 29,135 | -17.16 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 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 | 1,252,888 | 10.29 | 390,863 | -34.31 | ||||
| 2025-07-15 | 13F | RTD 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 411,000 | -1.20 | 128,220 | -41.15 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 687 | 214 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 11,184 | -32.50 | 3,489 | -59.79 | ||||
| 2025-06-26 | NP | FGILX - 富达全球股票收益基金 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 | 6,599 | 4.76 | 2,715 | -20.54 | ||||
| 2025-06-26 | NP | TMCVX - Thrivent 中型价值基金 S 级 | 526 | 0.00 | 216 | -24.21 | ||||
| 2025-05-29 | NP | 安科拉信托 - 安科拉股息价值股票基金 I 类 | 3,963 | 0.00 | 2,076 | 3.54 | ||||
| 2025-08-27 | NP | MGRIX - Marsico 成长基金 | 6,791 | -64.74 | 2,119 | -81.19 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 293,387 | -1.19 | 91,528 | -41.15 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 2,060 | -40.69 | 622 | -62.34 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 10,577 | -39.75 | 3,300 | -64.11 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 13,100 | 4 | |||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Call | 3,200 | 1 | |||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 4,261 | 1,329 | ||||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,998 | 119.80 | 623 | 30.88 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 719 | 0.00 | 224 | -40.43 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 1,895 | 15.90 | 591 | -30.96 | ||||
| 2025-08-26 | NP | MAPOX - Mais & Power 平衡基金 | 42,226 | -2.04 | 13,173 | -41.65 | ||||
| 2025-06-30 | NP | VGHCX - 先锋医疗保健基金投资者股票 | 5,718,685 | -6.51 | 2,352,896 | -29.09 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 5,538 | 311.75 | 1,728 | 145.31 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 3,475 | 11.63 | 1,084 | -33.50 | ||||
| 2025-06-25 | NP | IGIAX - 诚信增长与收入基金 A 类 | 4,000 | 0.00 | 1,646 | -24.16 | ||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 154,741 | -0.78 | 48,275 | -40.90 | ||||
| 2025-08-14 | 13F | 九天资本合伙人 | 94,000 | -21.67 | 29,325 | -53.34 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 629,462 | 324.96 | 196,373 | 153.13 | ||||
| 2025-08-14 | 13F | 阿亚尔资本顾问有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 566,390 | -26.27 | 176,697 | -56.08 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 360 | -47.52 | 113 | -68.80 | ||||
| 2025-07-09 | 13F | StrongBox 财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | CJM财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 1,733 | 74.35 | 541 | 3.85 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,868 | -38.25 | 583 | -61.96 | ||||
| 2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 160 | -29.82 | 66 | -47.15 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 144,137 | 15.99 | 43,516 | -26.27 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 830 | 41.16 | 0 | |||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 812 | 82.47 | 253 | 8.58 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 501 | 2,847.06 | 156 | 1,850.00 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 33,063 | -82.46 | 10,315 | -89.55 | ||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 46 | 0.00 | 14 | -41.67 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 2,576 | 16.61 | 804 | -30.54 | ||||
| 2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 504,823 | 157,490 | ||||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 12,252 | 34.47 | 3,822 | -19.89 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 230 | 95 | ||||||
| 2025-07-15 | 13F | LVZ 顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FDVV - 富达高股息 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 | 57,816 | -19.44 | 23,788 | -38.90 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | Call | 200 | 0.00 | 1 | -100.00 | |||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 496 | -10.79 | 155 | -47.08 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 4,877,439 | -44.88 | 1,521,615 | -67.17 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 73,687 | -15.52 | 38,594 | -12.53 | ||||
| 2025-05-28 | NP | JPEF - 摩根大通股票焦点 ETF | 57,605 | 34.63 | 30,171 | 39.39 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 8,965,583 | -3.93 | 2,796,993 | -42.78 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,512 | 20.19 | 472 | -28.53 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 2,021 | -15.76 | 630 | -49.84 | ||||
| 2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 1,467 | -33.89 | 458 | -60.67 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 6,049 | 46.64 | 1,887 | -12.64 | ||||
| 2025-08-19 | NP | 威廉斯堡投资信托 - 达文波特内幕购买基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 84,115 | 60.93 | 43,407 | 42.73 | ||||
| 2025-06-25 | NP | LCLAX - ClearBridge Select 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 | 48,100 | 14.25 | 19,790 | -13.35 | ||||
| 2025-07-23 | 13F | 第一招商局 | 2,217 | -85.45 | 692 | -91.34 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 729 | -70.21 | 227 | -82.28 | ||||
| 2025-05-15 | 13F | Perbak 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,068 | -6.32 | 333 | -44.22 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 9,057 | 2,066.75 | 2,826 | 1,195.87 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 5,837 | 599.88 | 1,821 | 317.43 | ||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 923 | -14.85 | 288 | -49.38 | ||||
| 2025-06-26 | NP | NUGAX - Nuveen Santa Barbara 全球股息增长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 745 | -1.06 | 307 | -25.00 | ||||
| 2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 1,441 | 114.43 | 450 | 27.92 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 3,200 | 998 | |||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 6,369 | -37.56 | 2,620 | -52.65 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 21,528 | -2.90 | 6,716 | -42.16 | ||||
| 2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 903 | 0.78 | 282 | -40.09 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 4,668 | -0.79 | 1,456 | -40.91 | ||||
| 2025-08-04 | 13F | 普罗维登信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 5,118 | 10.30 | 1,597 | -34.32 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 27,837 | 120.65 | 8,684 | 31.44 | ||||
| 2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 280 | 21.74 | 0 | |||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 7,936 | -13.86 | 2,476 | -48.70 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,000 | 14.94 | 0 | |||||
| 2025-07-31 | 13F | 最佳投资顾问 | 7,258 | -0.33 | 2,264 | -40.62 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 2,474 | 53.19 | 780 | -7.80 | ||||
| 2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 19,031 | -31.40 | 7,830 | -50.00 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 915 | 11.72 | 285 | -33.41 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 10,019 | 795.35 | 4,122 | 579.08 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 1,736 | -3.02 | 542 | -42.26 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 2,752 | 2.50 | 859 | -38.98 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 5,933 | 41.67 | 1,851 | -15.64 | ||||
| 2025-08-08 | 13F | 奎因机会合作伙伴有限责任公司 | Call | 2,000 | 0.00 | 624 | -40.50 | |||
| 2025-05-27 | NP | BDAFX - 男爵持久优势基金 | 21,890 | 0.00 | 11,465 | 3.53 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,693 | -5.52 | 528 | -43.71 | ||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | 22,500 | 320.33 | 7,019 | 150.41 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 518 | -23.60 | 271 | -20.76 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 9,279 | 8.90 | 2,895 | -35.14 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 183,434 | -7.16 | 57,226 | -44.70 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 26,725 | -0.97 | 8,337 | -41.01 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 8,010 | 0.00 | 2,499 | -40.45 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 7,741 | -0.82 | 4,054 | 2.68 | ||||
| 2025-06-26 | NP | FACDX - 富达顾问医疗保健基金 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 | 880,000 | -1.68 | 362,067 | -25.43 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 15,951 | -5.48 | 4,976 | -43.70 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 5,901 | -78.41 | 1,841 | -87.14 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Trail Ridge 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,523,165 | -4.04 | 1,099,122 | -42.84 | ||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 650 | -14.92 | 203 | -49.50 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 勇气资本管理有限公司 | 3,300 | 1 | ||||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 57,971 | 19.33 | 17,502 | -24.15 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 185,346 | 3.16 | 57,292 | -38.21 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 2,209 | 56.00 | 585 | -20.65 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 1,049 | -26.59 | 327 | -56.28 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 10,294 | -8.89 | 3,211 | -45.73 | ||||
| 2025-08-13 | 13F | 科普利金融集团有限公司 | 1,364 | 0.44 | 426 | -40.23 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 1,673 | 0.66 | 523 | -40.02 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 1,543 | 4.54 | 481 | -37.77 | ||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 400,500 | 84.14 | 124,880 | 9.68 | ||||
| 2025-08-11 | 13F | 铜叶资本有限责任公司 | 1,182 | -7.73 | 369 | -45.07 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 5,466 | 2.78 | 1,705 | -38.78 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 19 | 216.67 | 6 | 100.00 | ||||
| 2025-07-18 | 13F | 太平洋点顾问有限公司 | 5,145 | 29.99 | 1,605 | -22.54 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 11,227 | -10.41 | 3,502 | -46.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,208 | -3.36 | 377 | -42.51 | ||||
| 2025-07-23 | 13F | 比林尼联营公司 | 1,350 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 637 | -5.35 | 199 | -43.75 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 10,770 | -20.85 | 3,360 | -52.85 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 2,671 | -13.53 | 806 | -45.06 | ||||
| 2025-03-25 | NP | DTMGX - 纽约梅隆银行税务管理增长基金 A 类 | 8,520 | -7.49 | 4,622 | -11.10 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 3,845 | 0.58 | 1,200 | -40.11 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 5,241,099 | 108.65 | 1,631,895 | 24.10 | ||||
| 2025-07-25 | 13F | 第1858章 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 937 | 14.13 | 292 | -31.93 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 35,200 | 0.00 | 10,904 | -40.85 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 10,607 | 82.88 | 3,309 | 8.96 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 2,765,700 | 5,431.40 | 860,133 | 3,188.09 | |||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 14,010 | -23.88 | 4,371 | -54.67 | ||||
| 2025-08-05 | 13F | 瑞瑞维资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 656 | 42.92 | 205 | -15.00 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 24,739 | 89.11 | 7,718 | 12.64 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,200 | 32.01 | 374 | -21.43 | ||||
| 2025-07-31 | 13F | 城邦银行 | 1,970 | 28.84 | 615 | -23.25 | ||||
| 2025-08-14 | 13F | 阿帕卢萨马 | 2,450,000 | 1,300.00 | 764,326 | 733.91 | ||||
| 2025-08-08 | 13F | Lgt 资本合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TGCEX - TCW精选股票基金I类 | 28,280 | -0.08 | 11,636 | -24.22 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 17,765 | 3,467.27 | 5,542 | 2,023.37 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 37,476 | 1,071.12 | 11,691 | 597.55 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,497 | -38.23 | 1,358 | -60.75 | ||||
| 2025-05-12 | 13F | 哈金森资本管理公司/ca | 0 | -100.00 | 0 | |||||
| 2025-06-13 | NP | 阿尔派动态总股息基金 | 19,900 | 0.00 | 8,188 | -24.16 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 20,898 | -8.50 | 6,520 | -45.50 | ||||
| 2025-05-19 | NP | CIAOX - 资本顾问成长基金投资者类别 | 4,725 | 0.00 | 2,475 | 3.51 | ||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 1,600 | 220.00 | 499 | 91.19 | ||||
| 2025-08-12 | 13F | 戈珀·布克哈特有限责任公司 | 3,667 | -1.35 | 1,144 | -41.26 | ||||
| 2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 3,077 | -11.30 | 929 | -43.66 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 20,405 | 23.18 | 6 | -25.00 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,563 | 85.63 | 488 | 10.68 | ||||
| 2025-08-14 | 13F | 达格科公司 | 655 | -31.77 | 204 | -59.36 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 918 | 26.97 | 286 | -24.34 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 267,409 | -2.56 | 83,424 | -41.96 | ||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 11,765 | -0.43 | 3,618 | -43.34 | ||||
| 2025-08-14 | 13F | 丹增全球管理有限责任公司 | 17,500 | 5,459 | ||||||
| 2025-05-29 | NP | QGRPX - 瑞银美国优质增长合理价格基金 P 类 | 8,980 | -1.23 | 4,703 | 2.26 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,021 | 2.48 | 630 | -38.95 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 497,757 | 14.43 | 155 | -31.72 | ||||
| 2025-04-23 | 13F | DLK 投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 8,110 | 659.36 | 2,530 | 352.59 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 海滨财富公司 | 2,621 | -2.53 | 818 | -41.97 | ||||
| 2025-07-09 | 13F | 遗产财富建筑师有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 关键金融公司 | 3,708 | -4.73 | 1,157 | -43.28 | ||||
| 2025-08-27 | NP | SLASX - 精选美国股票公司 S 级 | 111,000 | 34,629 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 14,689 | 16.74 | 6,044 | -11.47 | ||||
| 2025-03-25 | NP | MFSIX - 麦迪逊可持续股票基金可持续股票基金 I 类 | 186 | -71.25 | 101 | -72.60 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 8,979 | -69.29 | 2,801 | -81.71 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 6,239 | 76.24 | 1,946 | 4.96 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 1,135 | -77.16 | 354 | -86.44 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 15,914 | 6.49 | 4,965 | -36.57 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 9,041 | -27.40 | 2,821 | -56.76 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 199,292 | -30.53 | 62 | -58.67 | ||||
| 2025-08-26 | NP | 贝莱德健康科学信托基金 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 | 71,708 | 33.30 | 22,371 | -20.60 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 橡子溪资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 18,303 | 259.23 | 5,710 | 114.02 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 2,520 | -15.69 | 786 | -49.78 | ||||
| 2025-08-19 | 13F | MRP 资本投资有限责任公司 | 1,605 | -33.49 | 501 | -60.41 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 2,976 | -29.68 | 836 | -56.48 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 432,685 | -36.78 | 135 | -62.57 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 8,979 | -40.84 | 2,801 | -64.76 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 16,855 | 124.85 | 5,258 | 33.93 | ||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 2,723 | 7.16 | 850 | -36.17 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 您的倡导者有限公司 | 150 | 0.00 | 47 | -41.03 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 4,094 | 2,071 | ||||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 105,520 | 332.25 | 32,919 | 157.48 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | ERn 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 55,332 | 18.68 | 17 | -29.17 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 1,528 | -4.80 | 477 | -43.33 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 101,500 | 124.56 | 31,665 | 33.76 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 7 | 40.00 | 2 | 0.00 | ||||
| 2025-04-24 | 13F | 艾沃里公司有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | BSN资本合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 6,305 | 63.85 | 1,967 | -2.43 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 74,473 | -1.85 | 23,233 | -41.54 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 192,000 | 174.29 | 59,898 | 63.38 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF 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 | 31,871 | 8.14 | 9,943 | -35.59 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 2,271 | -3.89 | 708 | -42.76 | ||||
| 2025-07-30 | 13F | 斯特林投资管理公司 | 4,193 | -0.43 | 1,308 | -40.68 | ||||
| 2025-08-14 | 13F | 奥比斯艾伦格雷有限公司 | 1,086,717 | 63.38 | 339,023 | -2.68 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 9 | -99.21 | 3 | -99.66 | ||||
| 2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 16,177 | 27.07 | 5,047 | -24.31 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 3,450 | -39.62 | 1,076 | -64.04 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 4,629 | 182.26 | 2 | |||||
| 2025-05-12 | 13F | Globeflex资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 2,806 | 240.95 | 875 | 103.02 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 1,699 | 22.41 | 530 | -27.00 | ||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 3,863 | 5.58 | 1,166 | -32.87 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 8 | 0.00 | 2 | -50.00 | ||||
| 2025-06-26 | NP | AWIIX - CIBC Atlas 收入机会基金机构类别 | 24,200 | -10.37 | 9,957 | -32.03 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 1,831 | -32.61 | 571 | -59.87 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 1,043 | -70.23 | 317 | -82.78 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 4,133 | -90.10 | 1 | -95.24 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 5,539 | -18.23 | 2,279 | -38.00 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 984 | -19.21 | 307 | -51.96 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 49 | 0.00 | 15 | -40.00 | ||||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 1,797 | -38.69 | 561 | -63.52 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 2,207 | -1.21 | 689 | -41.20 | ||||
| 2025-07-02 | 13F | 登特集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 1,288 | 35.58 | 675 | 40.42 | ||||
| 2025-08-11 | 13F | 无畏财务规划集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 1,236 | 74.58 | 647 | 80.73 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 1,479 | -16.82 | 0 | |||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,899,379 | 28.69 | 904,519 | -23.35 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 320 | -81.83 | 100 | -89.26 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 哈特曼泰勒财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 6,471 | 0.00 | 2,019 | -40.45 | ||||
| 2025-08-29 | NP | JACAX - Janus Henderson四十投资组合服务股票 | 56,967 | -3.78 | 17,772 | -42.69 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 11,264 | -27.79 | 4,634 | -48.44 | ||||
| 2025-08-01 | 13F | 佩诺布斯科特财富管理 | 1,270 | -0.86 | 396 | -40.98 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 1,871 | 15.28 | 1 | |||||
| 2025-08-14 | 13F | 西特投资联营公司 | 93,059 | 47.00 | 29 | -12.12 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 390 | -32.76 | 122 | -60.07 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 2,032 | 22.12 | 634 | -27.32 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 194 | 36.62 | 80 | 2.60 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 181 | -9.05 | 55 | -42.55 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 4,587 | -24.47 | 1,431 | -55.00 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 11,165 | 22.50 | 3,484 | -27.03 | ||||
| 2025-07-09 | 13F | Mfg 财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 哈伯特基金顾问公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 1,307 | -2.46 | 395 | -38.05 | ||||
| 2025-07-23 | 13F | 马蒂斯资本 | 911 | 0.00 | 284 | -40.46 | ||||
| 2025-04-15 | 13F | Axecap 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 634,718 | -48.13 | 198 | -69.06 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 27,431 | -1.08 | 8,282 | -37.13 | ||||
| 2025-03-28 | NP | FPCGX - 福特匹兹堡资本总回报基金 | 3,799 | 225.81 | 2,061 | 213.07 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 14,488 | 17.57 | 4,374 | -25.26 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 3,000 | 36.36 | 936 | -18.84 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 51,901 | 26.56 | 16,191 | -24.61 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 46,805 | -0.87 | 14,131 | -36.99 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | THPGX - 汤普森大型股基金 | 11,935 | 77.21 | 3,603 | 12.66 | ||||
| 2025-05-12 | 13F | 槐木资本顾问有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 60 | 19 | ||||||
| 2025-05-12 | 13F | 槐木资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 34,211 | 4.08 | 10,673 | -38.01 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 708 | -1.39 | 221 | -41.49 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,740 | 690.91 | 543 | 371.30 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 79,195 | -0.24 | 24,706 | -40.58 | ||||
| 2025-08-08 | 13F | 奎因机会合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 11,180 | -8.50 | 3,488 | -45.51 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 3,318 | -44.47 | 1,035 | -66.92 | ||||
| 2025-08-14 | 13F | 路线一投资公司，有限合伙人 | 470,300 | 7.97 | 146,719 | -35.69 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,402 | 279.95 | 437 | 126.42 | ||||
| 2025-04-23 | 13F | 莫兰财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 14,092 | -32.48 | 4,396 | -59.78 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 1,461 | 0.48 | 456 | -40.21 | ||||
| 2025-08-28 | NP | ARIGX - 亚里士多德成长股票基金 I 类 | 3,137 | -21.85 | 979 | -53.47 | ||||
| 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 | 39,142 | -29.07 | 16,105 | -46.21 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 3,620 | 1.26 | 1,129 | -39.69 | ||||
| 2025-07-23 | 13F | IMZ 咨询公司 | 1,116 | 92.41 | 316 | 3.96 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 29,483 | -12.08 | 9,198 | -47.63 | ||||
| 2025-07-30 | NP | SCORX - Sextant 核心基金 | 390 | 0.00 | 118 | -36.76 | ||||
| 2025-08-04 | 13F | 小屋街顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 蓝鲸资本 | 104,362 | 35.27 | 32,558 | -19.43 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 888,347 | -28.70 | 277,138 | -57.53 | ||||
| 2025-07-07 | 13F | Modus 顾问有限责任公司 | 3,261 | 21.27 | 1,017 | -27.77 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 922,767 | -5.37 | 287,876 | -43.63 | ||||
| 2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 175,553 | 2.75 | 72,230 | -22.07 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 1,471 | 2,526.79 | 459 | 1,479.31 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 2,626 | -3.06 | 819 | -42.28 | ||||
| 2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 148,705 | 11.42 | 46,391 | -33.63 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 192,737 | 27.90 | 60,128 | -23.82 | ||||
| 2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 189,311 | -3.07 | 77,890 | -26.48 | ||||
| 2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 24 | -4.00 | 10 | -30.77 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 11,446 | -38.48 | 3,571 | -63.36 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 首都国际有限公司 | 34,597 | -7.16 | 10,793 | -44.70 | ||||
| 2025-05-30 | NP | PMVIEQS - PIMCO StocksPLUS 全球投资组合机构类别 | 355 | -87.85 | 186 | -87.48 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 10,669 | 0.28 | 3,328 | -40.27 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 24,196 | 6.82 | 9,955 | -18.99 | ||||
| 2025-08-14 | 13F | FJ资本管理有限公司 | 835 | 260 | ||||||
| 2025-08-08 | 13F | 王财富 | 3,741 | -87.55 | 1 | -93.33 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 3,358 | -4.28 | 1,048 | -43.00 | ||||
| 2025-07-16 | 13F | 老虎橡树管理有限公司 | 2,633 | -43.02 | 821 | -66.07 | ||||
| 2025-07-09 | 13F | 山地资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 17,260 | -2.60 | 5,385 | -41.98 | ||||
| 2025-07-28 | NP | RXL - ProShares 超级医疗保健 | 9,826 | -3.92 | 2,967 | -38.93 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,979 | 22.92 | 597 | -21.86 | ||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 1,349 | 81.81 | 421 | 8.25 | ||||
| 2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 1,114 | 6.30 | 563 | 2.55 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 11,128 | 7.60 | 3,472 | -35.91 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 6,191,871 | 33.83 | 1,904,372 | -23.83 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 1,183 | -39.92 | 358 | -69.00 | ||||
| 2025-07-09 | 13F | 高概率顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 8,455 | 201.21 | 3 | 100.00 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 5,446 | 27.06 | 1,699 | -24.29 | ||||
| 2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 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 | 10,500 | 3,276 | ||||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 146,160 | 32.92 | 45,597 | -20.83 | ||||
| 2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Heritage Oak 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 外汇银行 | 764 | 0.00 | 238 | -40.50 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 20,160 | -0.07 | 6,289 | -40.48 | ||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 29,465 | 9,192 | ||||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 743 | 32.21 | 232 | -21.43 | ||||
| 2025-08-14 | 13F | Scopia资本管理有限公司 | 78,314 | 24,432 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 461,275 | 8.99 | 139,264 | -30.72 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 18,109 | -13.75 | 5,650 | -48.63 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 549,257 | -2.12 | 171,352 | -41.70 | ||||
| 2025-07-07 | 13F | 普通合伙人有限公司 | 1,446 | 0.00 | 451 | -40.42 | ||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 781 | 127.70 | 244 | 35.75 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 1,452 | -7.28 | 453 | -44.88 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 127 | -18.59 | 40 | -52.44 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 5,089 | 16.56 | 1,362 | -40.42 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 6,003 | -5.23 | 1,891 | -43.02 | ||||
| 2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 80,491 | -41.42 | 24,301 | -62.76 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 1,392 | 0.36 | 434 | -19.93 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 755 | -4.07 | 0 | |||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 50,307 | 5.34 | 15,694 | -37.25 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | WSEFX - 华登股票基金 | 13,475 | -3.41 | 4,204 | -42.47 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 43,200 | -10.49 | 13,477 | -46.68 | ||||
| 2025-08-06 | 13F | Ar资产管理公司 | 3,090 | 0.00 | 1 | -100.00 | ||||
| 2025-04-15 | 13F | 迈克尔·S·瑞安公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 3,302 | -53.78 | 1,030 | -72.47 | ||||
| 2025-06-25 | NP | FXH - 第一信托医疗保健 AlphaDEX 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 | 23,140 | 30.00 | 9,521 | -1.41 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | AADBX - 美国灯塔平衡基金机构类别 | 1,779 | 23.63 | 732 | -6.28 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 74,929 | 9.32 | 23,376 | -34.88 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 771 | 6.79 | 241 | -36.51 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 1,433 | -11.21 | 447 | -47.10 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, LLC dba Holt Capital Partners, LP | 1,365 | 0.00 | 426 | -40.48 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 26,456 | 0.51 | 7,987 | -36.11 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 47,616 | 17.74 | 14,855 | -29.87 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 1,671 | 72.27 | 521 | 2.56 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 35,211 | 0.25 | 10,985 | -40.29 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,211,048 | -15.36 | 365,628 | -46.20 | ||||
| 2025-07-18 | 13F | Swp金融有限公司 | 1,026 | 0.00 | 320 | -40.41 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 11,378 | 26.06 | 4,681 | -4.39 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 8,700 | 331.55 | 2,714 | 157.25 | ||||
| 2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 1,948 | 0.46 | 588 | -36.09 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 511,066 | 6.99 | 159,437 | -36.27 | ||||
| 2025-04-18 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62 | -69.76 | 29 | -76.80 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 36,711 | 95.80 | 11,453 | 16.63 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 105 | 69.35 | 33 | 0.00 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 92 | 3.37 | 48 | 6.67 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 28 | 0.00 | 15 | 0.00 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 10,591 | -15.53 | 3,198 | -46.31 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,705,736 | 6.11 | 532,190 | -36.80 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 13,319 | -47.68 | 5,480 | -60.32 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,255 | -42.46 | 391 | -65.76 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 港口投资管理有限公司 | 5,276 | -0.75 | 1,646 | -40.91 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 9,495 | -6.04 | 3,907 | -28.74 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 2,205 | 19.97 | 688 | -28.59 | ||||
| 2025-07-30 | 13F | BG 投资服务公司 | 1,506 | -1.83 | 468 | -41.84 | ||||
| 2025-07-10 | 13F | 阿尔投资管理公司 | 7,312 | 115.38 | 2,281 | 28.29 | ||||
| 2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 289,696 | 105.82 | 90,376 | 22.60 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 1,420 | 27.93 | 443 | -23.92 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,401 | 43.00 | 5,555 | -9.10 | ||||
| 2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 208,616 | -5.52 | 65,082 | -43.72 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 8,581 | 1,566.21 | 2,677 | 895.17 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 1,865 | -8.62 | 582 | -45.60 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 214 | -19.85 | 67 | -52.52 | ||||
| 2025-07-30 | 13F | 私人资本顾问公司 | 37,685 | 1.64 | 11,757 | -39.46 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 15,631 | 3.87 | 4,876 | -38.13 | ||||
| 2025-08-27 | NP | RPFCX - 戴维斯升值与收益基金 A 级 | 6,960 | 2,171 | ||||||
| 2025-06-03 | 13F | 投资有限责任公司 | 5,491 | 295.32 | 2,876 | 309.54 | ||||
| 2025-05-06 | 13F | 阳光资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 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 | 69,107 | 2.99 | 20,864 | -34.53 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 14,763 | -11.66 | 4,457 | -43.85 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 1,471 | -18.37 | 770 | -15.48 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 3,407 | -26.76 | 1,402 | -44.47 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 153,200 | 47,794 | |||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 39,193 | -6.16 | 12,227 | -44.11 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 709 | -80.19 | 221 | -88.21 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 53,281 | -1.23 | 16,622 | -41.17 | ||||
| 2025-05-22 | NP | IGFAX - VY(R) 摩根士丹利全球特许经营投资组合 ADV 级 | 17,516 | 8.12 | 9,174 | 11.96 | ||||
| 2025-08-11 | 13F | 尼古拉财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 8,640 | -8.75 | 2,124 | -46.44 | ||||
| 2025-08-14 | 13F | 布恩资本管理有限公司 | 58,112 | 18,129 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 647,970 | -35.21 | 202,147 | -61.41 | ||||
| 2025-08-14 | 13F | 帝国人寿投资公司 | 8,099 | -34.27 | 2,527 | -60.86 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 9,874 | 151.89 | 3,080 | 50.02 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 738 | -27.72 | 230 | -56.93 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 344 | -10.65 | 107 | -46.77 | ||||
| 2025-04-22 | 13F | ERTS 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 白松资本有限公司 | 1,086 | 17.28 | 339 | -30.17 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 1,021 | 163.82 | 319 | 57.43 | ||||
| 2025-07-15 | 13F | Postrock Partners 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 托比亚斯财务顾问公司 | 768 | 8.47 | 240 | -35.41 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 309,363 | -37.61 | 96,512 | -62.84 | ||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 811 | -2.99 | 253 | -42.11 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | One Fin 资本管理有限责任公司 | 24,000 | 7,487 | ||||||
| 2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 9,859 | 3,076 | ||||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 76,526 | -16.27 | 23,874 | -50.13 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 39,919 | 329.14 | 12,454 | 155.60 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 遗产财富合作伙伴有限责任公司 | 795 | -54.98 | 416 | -53.42 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 5,041 | 1.96 | 1,573 | -39.28 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 11,858 | -5.30 | 3,699 | -43.60 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 487,497 | 0.76 | 147,180 | -35.95 | ||||
| 2025-08-13 | 13F | 卡罗尔投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 4,436 | 38.97 | 1,384 | -17.24 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,417,551 | 6.85 | 427,973 | -32.08 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 276 | 0.00 | 86 | -40.28 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 66,100 | 8.72 | 20,621 | -35.24 | |||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 53,208 | -5.57 | 16,064 | -39.97 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 372,413 | -2.33 | 116,182 | -41.82 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 7,968 | 0.25 | 2,486 | -40.29 | ||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 1,056 | 0.57 | 329 | -40.07 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,671 | 65.94 | 521 | -1.14 | ||||
| 2025-07-25 | 13F | 苏玛公司 | 1,250 | -15.82 | 390 | -49.94 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 15,641 | -7.13 | 4,880 | -44.68 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 654 | 204 | ||||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 2,458 | -1.09 | 1 | -100.00 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 23,288 | -5.98 | 7,265 | -43.99 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 401 | 25.31 | 125 | -25.15 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,144 | 42.11 | 357 | -15.44 | ||||
| 2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 3,669 | 0.22 | 1,145 | -40.32 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | 支流资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 氦顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | DL卡尔森投资集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 3,689 | -84.39 | 1,151 | -90.71 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 5,517,441 | 6.16 | 1,721,207 | -36.76 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 242,899 | 7.66 | 99,938 | -18.35 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 962 | -15.91 | 300 | -49.92 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 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 | 63,186 | 7.52 | 25,997 | -18.46 | ||||
| 2025-07-18 | 13F | 客户第一咨询集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 3,180 | -6.74 | 992 | -44.43 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 2,790 | -5.65 | 870 | -43.80 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 10,431 | -3.20 | 3,254 | -42.34 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 375 | 0.00 | 117 | -40.82 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 186 | 12.73 | 57 | -33.72 | ||||
| 2025-08-12 | 13F | AIMZ 投资顾问有限公司 | 8,069 | 44.66 | 2,517 | -13.83 | ||||
| 2025-07-17 | 13F | 申万斯合作伙伴 | 4,035 | 4.53 | 1,259 | -37.75 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 303,336 | 7.12 | 94,632 | -36.19 | ||||
| 2025-08-14 | 13F | 基础设施资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,860 | 0.00 | 10,563 | -40.44 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 109,190 | 25,471.43 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 1,567 | 598 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 4,536 | 89.16 | 1,415 | 12.75 | ||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 1,659 | 203.85 | 1 | |||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 74,336 | 57.91 | 23,191 | -5.94 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 711 | -6.08 | 222 | -44.19 | ||||
| 2025-07-22 | 13F | 多尔蒂财富顾问有限责任公司 | 510 | 0.00 | 159 | -40.45 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 171,579 | 183.42 | 54 | 70.97 | ||||
| 2025-04-23 | NP | TEMWX - 邓普顿世界基金 A 级 | 221,183 | 57.12 | 105,053 | 22.30 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 6,080 | 33.89 | 1,836 | -14.89 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 7,022 | 2.72 | 2,191 | -38.83 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 14,348 | -80.18 | 4,476 | -88.19 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 1,009 | -64.05 | 315 | -78.64 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 2,023,493 | -4.67 | 631,269 | -43.22 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 35,662 | -1.13 | 11,125 | -41.11 | ||||
| 2025-04-14 | 13F | 卡迪纳尔资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 石桥财务规划集团有限责任公司 | 745 | -23.12 | 232 | -54.24 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 2,705 | 28.81 | 844 | -23.29 | ||||
| 2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 723 | 301.67 | 226 | 139.36 | ||||
| 2025-03-27 | NP | NAWGX - Voya 全球股票基金 A 类 | 511 | -93.32 | 277 | -93.59 | ||||
| 2025-08-14 | 13F | 金登资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 11,608 | 0.00 | 3,621 | -40.43 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 1,340 | -27.09 | 418 | -56.55 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 28,789 | -4.83 | 8,981 | -43.31 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 屋顶 Eidam 和 Maycock/adv | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WWLAX - Westwood 质量价值基金 A 类股票 | 11,877 | -11.22 | 4,887 | -32.67 | ||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 17,581 | 5,485 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 26,408 | 1,573.51 | 8 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 6,740 | -39.98 | 2,103 | -64.25 | ||||
| 2025-07-15 | 13F | 科拉资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 库克和比勒有限合伙公司 | 316,079 | 3.49 | 98,607 | -38.35 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 3,434 | -0.81 | 1,071 | -40.93 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 16,830 | 9.82 | 5,251 | -34.59 | ||||
| 2025-07-16 | 13F | 梅雷迪思财富规划 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VHGEX - 先锋全球股票基金投资者股票 | 68,190 | -35.75 | 21,273 | -61.73 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 724 | -2.82 | 226 | -42.31 | ||||
| 2025-08-13 | 13F | 布里斯托尔约翰 W & Co Inc /纽约/ | 321,056 | -0.63 | 100,160 | -40.81 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 429 | 12.30 | 134 | -33.50 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 24,737 | 135.57 | 7,717 | 40.33 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,673 | 0.58 | 5,034 | -36.07 | ||||
| 2025-08-12 | 13F/A | 吉维尼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 2,026 | -82.67 | 632 | -89.67 | ||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 医疗保健投资组合初始类别 | 160,000 | -35.09 | 49,915 | -61.34 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 9,797 | -59.42 | 3,056 | -75.83 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 3,476 | -11.87 | 1,084 | -47.51 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 2,591 | 11.01 | 808 | -33.88 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 | 221 | -84.76 | 69 | -91.04 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 2,699 | -85.16 | 842 | -91.17 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 14,181 | -7.14 | 4,424 | -44.69 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 169,326 | -9.33 | 52,825 | -46.00 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 343,498 | -18.52 | 107,160 | -51.47 | ||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 4,907 | -54.17 | 2 | -80.00 | ||||
| 2025-05-16 | 13F | 动态技术实验室私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | FISEX - 富兰克林股票收益基金 A 类 | 168,500 | -6.78 | 69,328 | -29.30 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 228,361 | -1.76 | 93,957 | -25.49 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 394,905 | -12.38 | 162,480 | -33.55 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 342,000 | 0.59 | 107 | -40.45 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 34,238 | -0.15 | 10,681 | -40.53 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 101,228 | -21.48 | 31,580 | -53.23 | ||||
| 2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,114,355 | -9.08 | 347,645 | -45.84 | ||||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 38,059 | 2.33 | 15,659 | -22.39 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 6,265 | -0.92 | 1,954 | -40.98 | ||||
| 2025-05-30 | NP | DIVGX - Guardian 股息增长基金 I 类 | 1,480 | -7.90 | 775 | -4.56 | ||||
| 2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 1,233 | 43.04 | 385 | -14.86 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 843 | 8.49 | 255 | -31.17 | ||||
| 2025-06-13 | NP | ADAVX - 安本动态股息基金 A 类 | 2,000 | 0.00 | 823 | -24.17 | ||||
| 2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 726 | -15.19 | 226 | -49.55 | ||||
| 2025-08-15 | 13F | 布朗财务顾问 | 6,338 | 11.19 | 1,977 | -33.77 | ||||
| 2025-08-29 | NP | GFGEX - Guardian Fundamental 全球股票基金机构股票 | 9,533 | 12.42 | 2,974 | -33.03 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 10,086 | 297.24 | 4,150 | 201.31 | ||||
| 2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 157 | 49 | ||||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 增值投资组合 - 初始股份 | 5,580 | -2.45 | 1,741 | -41.90 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 3,049 | -12.18 | 951 | -47.69 | ||||
| 2025-07-30 | 13F | Axiom 金融策略有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 4,557 | 5.39 | 1,421 | -37.23 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 1,375 | -9.78 | 429 | -46.37 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A2 系列 | 1,105 | -8.30 | 345 | -45.48 | ||||
| 2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 2,070 | 0.00 | 625 | -36.52 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Droms Strauss 顾问公司 /mo/ /adv | 1,645 | 0.00 | 513 | -40.42 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 216 | -12.55 | 89 | -33.83 | ||||
| 2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 929 | 290 | ||||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 7,427 | 2.27 | 2,317 | -39.07 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2,478 | -2.75 | 773 | -42.13 | ||||
| 2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 77 | 0.00 | 40 | 5.26 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 26,871 | 77.32 | 8,383 | 5.62 | ||||
| 2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 2,143 | 0.00 | 1 | -100.00 | ||||
| 2025-04-22 | 13F | 运行橡树资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | DRW 证券有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-10 | 13F | 瑞典银行 | 1,310,047 | -25.47 | 408,695 | -55.61 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors 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 | 62,736 | 19.84 | 19,572 | -28.62 | ||||
| 2025-03-27 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 2,028 | -16.82 | 1,100 | -20.06 | ||||
| 2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 12,920 | 26.27 | 6,767 | 30.74 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 41,174 | -68.82 | 12,431 | -80.18 | ||||
| 2025-08-13 | 13F | 堡垒金融解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 5,559,809 | -2.00 | 1,734,494 | -41.63 | ||||
| 2025-08-26 | NP | NQVAX - Nuveen NWQ 多股价值基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,036 | 0.00 | 6,875 | -40.44 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 1,479 | 13.59 | 461 | -32.31 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 2,187 | -0.82 | 682 | -40.90 | ||||
| 2025-06-13 | NP | GXXAX - 安本美国多股股票基金（原安本美国股票基金）A 类 | 18,720 | 0.00 | 7,702 | -24.16 | ||||
| 2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 3,440 | -42.23 | 1,415 | -56.19 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 1,687 | 4.14 | 526 | -37.97 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 45,869 | -41.01 | 14,310 | -64.86 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 269 | 6.75 | 84 | -36.64 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 14,051 | 44.53 | 7,359 | 49.66 | ||||
| 2025-07-25 | 13F | GFS 顾问有限责任公司 | 14,500 | 4,524 | ||||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 400 | -75.00 | 234 | -80.07 | |||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 1,210,004 | 24.44 | 497,844 | -5.62 | ||||
| 2025-05-22 | NP | IAVGX - Voya 增长和收入投资组合 ADV 类 | 74,975 | -0.41 | 39,268 | 3.11 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 卡夫资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 8,416 | -73.09 | 2,626 | -83.97 | ||||
| 2025-08-06 | 13F | 卡内基湖顾问有限公司 | 24,466 | -0.73 | 8 | -41.67 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 142,630 | -6.30 | 46,447 | -41.57 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 20,931 | -28.54 | 6,530 | -57.44 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 18,666 | -37.31 | 5,823 | -62.66 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 9,053 | -12.90 | 2,824 | -48.12 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 19,849 | -29.89 | 6,189 | -58.31 | ||||
| 2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 9,323 | -2.16 | 5,058 | -5.99 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 5,576 | -8.74 | 1,740 | -45.66 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 192 | 33.33 | 79 | 0.00 | ||||
| 2025-05-19 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 15,241 | -1.18 | 7,982 | 2.32 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 51,155 | -0.29 | 15,959 | -40.61 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 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 | 169,716 | 2.02 | 52,946 | -39.23 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A3 系列 | 460 | -6.12 | 144 | -44.14 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 269,899 | 0.00 | 111,047 | -24.16 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 895,943 | -28.88 | 280 | -57.66 | ||||
| 2025-08-15 | 13F | 查普曼金融集团有限公司 | 33 | 0.00 | 10 | -37.50 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 13,339 | -1.72 | 4,162 | -41.46 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 870,762 | 72.55 | 271,678 | 2.74 | ||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金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 | 480,370 | -12.17 | 149,861 | -47.68 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 75,000 | 0.00 | 23,398 | -40.44 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A3 系列 | 728 | -7.38 | 227 | -44.77 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,436 | 93.33 | 760 | 15.15 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 257 | -90.09 | 80 | -94.11 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 18,567 | 120.62 | 5,739 | 32.17 | ||||
| 2025-07-21 | 13F | 毛巾有限公司 | 2,704 | 169.32 | 843 | 60.57 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 181,480 | 86.48 | 74,668 | 41.43 | ||||
| 2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 911 | 0.66 | 433 | -21.74 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 189,214 | 32.70 | 59,029 | -20.96 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 283 | 9.27 | 88 | -34.81 | ||||
| 2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 1,096 | 44.21 | 342 | -14.32 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 1,578 | 12.47 | 492 | -32.97 | ||||
| 2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 264 | 0.00 | 109 | -24.48 | ||||
| 2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 352 | 0.00 | 184 | 3.37 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 2,963 | 2,233.07 | 924 | 1,300.00 | ||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 57 | -62.00 | 18 | -78.21 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 3,935 | 1,838.42 | 1,228 | 1,057.55 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF 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 | 23,482 | -2.04 | 7,326 | -41.65 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 5,300 | 37.95 | 1,654 | -17.84 | ||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 731 | 51.03 | 228 | -9.88 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 10,439 | 2.36 | 3,257 | -39.04 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 134,371 | 4.09 | 41,920 | -38.00 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 38,895 | -2.25 | 12,134 | -41.78 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 1,728 | 8.75 | 539 | -35.34 | ||||
| 2025-08-26 | NP | NQCAX - Nuveen NWQ 大盘价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 992 | -2.27 | 309 | -41.81 | ||||
| 2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 216,993 | 537.76 | 89,280 | 383.71 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,797 | -40.30 | 561 | -64.47 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,391 | 7.94 | 1,370 | -35.73 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 3,082 | 3.15 | 961 | -38.55 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 96 | 0.00 | 30 | -42.00 | ||||
| 2025-07-30 | 13F | 阿拉波卡斯投资伙伴公司 | 14,737 | -5.33 | 4,598 | -43.61 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 4,083 | 124.34 | 1,274 | 33.58 | ||||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 97,343 | -30.22 | 40,051 | -47.08 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 11,059 | -13.29 | 3,450 | -48.35 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 4,749 | -5.89 | 1,482 | -43.94 | ||||
| 2025-08-06 | 13F | 福卡斯金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 4,326 | -92.96 | 1,350 | -95.81 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 1,355 | -1.74 | 423 | -41.55 | ||||
| 2025-07-22 | 13F | 高威投资管理有限公司 | 1,142 | 124.80 | 356 | 33.83 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 22,974 | -3.04 | 7,167 | -42.25 | ||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 1,936 | 23.79 | 604 | -26.37 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 7,234 | -39.16 | 2,257 | -63.77 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 4,956 | -8.81 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 552 | 0.55 | 172 | -40.07 | ||||
| 2025-05-23 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 2,270 | 1,189 | ||||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 2,915 | -59.23 | 909 | -75.72 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 498,383 | 9.22 | 155,481 | -34.94 | ||||
| 2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 18,639 | 0.00 | 7,669 | -24.16 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 657,259 | -0.78 | 205,045 | -40.90 | ||||
| 2025-05-23 | NP | SHRT - Gotham 空头策略 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 123 | -99.77 | 38 | -99.85 | ||||
| 2025-05-19 | NP | CRFRX - 卡尔弗特重点价值基金 R6 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | ALVIX - 大型公司价值基金投资者类别 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 | 107,741 | 59.22 | 33,612 | -5.16 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 11,784 | 91.24 | 3,676 | 13.91 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 12,816 | 0.00 | 3,998 | -40.44 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 17,546 | 79.98 | 4,668 | -5.35 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 3,855 | -2.95 | 1,203 | -42.21 | ||||
| 2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 95,500 | 28,832 | ||||||
| 2025-04-24 | 13F | Hidden Cove 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 奥夫曼联合公司 | 663 | 0.00 | 207 | -40.46 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 1,005 | -84.24 | 309 | -90.75 | ||||
| 2025-08-18 | 13F | 狡猾的资本合伙人，有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 5,380 | 0.00 | 1,678 | -40.43 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 20,368 | 9.46 | 6,354 | -34.80 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 125,662 | 4.49 | 39,203 | -37.76 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 1,812 | 184.46 | 565 | 69.67 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 联合银行 | 175,262 | -6.15 | 55 | -44.33 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | Call | 100 | 31 | |||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 4,928 | 9.76 | 1,537 | -34.62 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 8,473 | 2.54 | 2,643 | -38.92 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 76 | -36.67 | 24 | -62.90 | ||||
| 2025-08-06 | 13F | 联合通信系统公司 | 41,434 | 12,926 | ||||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 2,602 | -1.59 | 812 | -41.40 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金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 | 930,678 | -29.79 | 290,344 | -58.18 | ||||
| 2025-07-18 | 13F | 韦策尔投资顾问公司 | 799 | 14.63 | 249 | -31.78 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 8,785 | 63.87 | 2,741 | -2.32 | ||||
| 2025-08-13 | 13F | 配方成长有限公司 | 4,827 | 1,506 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 15,431 | -70.23 | 4,814 | -82.27 | ||||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 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 | 3,673,082 | -21.81 | 1,145,891 | -53.43 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 28,440 | 0.73 | 11,701 | -23.60 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 苏维塔资本管理有限公司 | 68,000 | 127.42 | 21,214 | 35.46 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 29,037 | -0.68 | 11,947 | -24.67 | ||||
| 2025-03-25 | NP | CAGEX - Calamos 全球股票基金 A 类 | 1,850 | 0.00 | 1,004 | -3.93 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 27,344 | -15.73 | 8,530 | -49.81 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 4,282 | -53.01 | 1,336 | -71.33 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 649 | -0.46 | 202 | -40.76 | ||||
| 2025-08-12 | 13F | 传统金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | WLGRX - 常春藤大盘成长基金 R 级 | 535,910 | -6.05 | 167,188 | -44.04 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 154,979 | 3.31 | 46,790 | -34.33 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 阿普里姆顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 9,927 | 17.09 | 3,097 | -30.27 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 41,875 | 13,064 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 124,249 | -44.44 | 38,762 | -66.90 | ||||
| 2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 3,801 | 1,186 | ||||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 4,495 | 4.80 | 1,402 | -37.58 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 19,879 | -79.74 | 6,202 | -87.93 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 15,566 | 5.38 | 4,856 | -37.23 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 612,419 | -17.23 | 191,056 | -50.70 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 458 | -9.13 | 143 | -46.01 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 322,026 | 116.24 | 100 | 29.87 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 7,046 | 14.48 | 2,127 | -27.23 | ||||
| 2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 3,100 | 1,275 | ||||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 1,671 | 6.77 | 521 | -36.39 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 811 | -7.84 | 253 | -45.22 | ||||
| 2025-08-29 | NP | JSVAX - Janus Henderson 逆势基金 T 级 | 473,831 | 29.86 | 147,821 | -22.65 | ||||
| 2025-05-12 | 13F | 卡温顿投资顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 4,041 | -6.91 | 1,919 | -27.53 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 1,161 | 21.95 | 362 | -27.31 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 股票收益基金 (A) | 182,746 | 1.31 | 57,011 | -39.66 | ||||
| 2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 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 | 56,177 | -9.68 | 17,526 | -46.20 | ||||
| 2025-07-08 | 13F | 接合财富策略有限公司 | 848 | -0.24 | 265 | -40.67 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 26,813 | 10.05 | 7,637 | -38.43 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 13,235 | 26.83 | 4,129 | -24.46 | ||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 691,852 | -2.25 | 215,837 | -41.78 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 8,372 | 3.21 | 2,612 | -38.54 | ||||
| 2025-07-10 | 13F | 美国财务顾问有限责任公司 | 682 | 0.00 | 213 | -40.62 | ||||
| 2025-07-24 | 13F | 东方银行 | 19,956 | -86.67 | 6,226 | -92.06 | ||||
| 2025-08-13 | 13F | 萨瓦德尔银行 | 6,172 | -17.34 | 2 | -66.67 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 4,523 | -0.42 | 1,411 | -40.66 | ||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 2,665 | -14.61 | 831 | -49.14 | ||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 6,498 | -44.95 | 2,027 | -67.21 | ||||
| 2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,453,349 | -12.82 | 453,401 | -48.07 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 2,430 | -43.53 | 758 | -66.40 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 15,042 | 427.97 | 4,692 | 214.62 | ||||
| 2025-07-23 | 13F | 鹰岩投资公司 | 17,812 | 31.31 | 5,557 | -21.79 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 7,030 | -51.15 | 2,193 | -70.90 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 2,486 | -4.60 | 776 | -43.18 | ||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 6,420 | 2,003 | ||||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 2,420 | -1.91 | 755 | -41.64 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,089 | 68.84 | 340 | 0.59 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,542 | 7.78 | 1,417 | -35.84 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 1,546 | 14.86 | 482 | -31.53 | ||||
| 2025-08-12 | 13F | 莎士比亚财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 408 | -1.92 | 127 | -41.47 | ||||
| 2025-07-21 | 13F | 联合投资集团有限责任公司 | 16,750 | 26.42 | 5,225 | -24.70 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 2,629 | -41.59 | 820 | -65.21 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 231 | -40.00 | 72 | -64.18 | ||||
| 2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 16,909 | -33.00 | 6,957 | -51.17 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFMX - 健康科学信托资产净值 | 34,934 | 13.23 | 10,898 | -32.56 | ||||
| 2025-06-26 | NP | 克拉夫全球股息和收益基金 | 1,550 | 19.23 | 638 | -14.95 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 726 | 15.42 | 380 | 19.50 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 6,751 | -0.68 | 2 | -33.33 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 86,030 | 38.16 | 35,396 | 4.78 | ||||
| 2025-07-18 | 13F | 普罗维登财富管理有限责任公司 | 693 | 216 | ||||||
| 2025-05-27 | NP | FVD - 第一信托价值线股息指数基金 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 | 79,023 | -4.80 | 41,388 | -1.43 | ||||
| 2025-07-22 | 13F | 蓝色广场资产管理有限公司 | 6,419 | 23.66 | 2,003 | -26.34 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 744 | -1.59 | 232 | -41.41 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 8,908 | 13.52 | 2,779 | -32.37 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 4,104 | 281.77 | 1,280 | 127.35 | ||||
| 2025-05-30 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 14,849 | 0.00 | 7,777 | 3.54 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 宪法资本有限责任公司 | 6,702 | -24.92 | 2,091 | -55.29 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 2,953 | 338.78 | 921 | 161.65 | ||||
| 2025-08-07 | 13F | Veritas 资产管理有限责任公司 | 3,107,991 | 96.83 | 969,600 | 17.24 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 39 | 12 | ||||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 29,602 | -57.53 | 9,235 | -74.70 | ||||
| 2025-05-29 | NP | GPAFX - Victory RS 大盘 Alpha 基金 A 类 | 18,195 | -2.41 | 9,530 | 1.04 | ||||
| 2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 15,741 | 41.34 | 4,911 | -12.84 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 15,509 | 0.57 | 4,838 | -40.09 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 2,345 | -5.90 | 585 | -55.14 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 79,773 | 4.44 | 32,822 | -20.79 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 2,150 | -6.32 | 671 | -44.31 | ||||
| 2025-08-26 | NP | IHF - iShares 美国医疗保健提供商 ETF | 470,610 | 51.65 | 146,816 | -9.67 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 845 | 58.54 | 264 | -5.73 | ||||
| 2025-07-09 | 13F | 品牌资产管理集团有限公司 | 2,687 | -2.43 | 838 | -41.89 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 霍伊投资公司 | 3 | 1 | ||||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 18,827 | -18.93 | 7,746 | -38.51 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 1,716 | 32.31 | 535 | -21.21 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 4,300 | 0.00 | 1,341 | -40.45 | |||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 13,267 | -5.00 | 4,139 | -43.42 | ||||
| 2025-05-02 | 13F | 精英财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 18,893 | -3.49 | 5,894 | -42.51 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 17,138 | -4.08 | 5,347 | -42.87 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 134,907 | -3.51 | 42,087 | -42.53 | ||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 200 | 0.00 | 62 | -40.38 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 3,924 | -24.81 | 1,224 | -55.21 | ||||
| 2025-07-23 | 13F | Evexia 财富有限公司 | 17,107 | -4.63 | 4,835 | -53.40 | ||||
| 2025-08-07 | 13F | 荷宝瑞士股份公司 | 20,125 | -12.39 | 6,278 | -47.82 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 44,559 | -44.78 | 13,901 | -67.11 | ||||
| 2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 47,162 | 138.53 | 19,404 | 80.91 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 770,012 | -15.76 | 240,221 | -49.82 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 2,908 | 123.52 | 878 | 42.14 | ||||
| 2025-05-16 | 13F | 中科威金融集团 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 205 | 66.67 | 84 | 27.27 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 4,613 | -18.03 | 1,439 | -51.17 | ||||
| 2025-07-18 | 13F | Nabity-Jensen 投资管理公司 | 2,448 | -11.30 | 764 | -47.20 | ||||
| 2025-08-13 | 13F | 布里斯托尔门资本合作伙伴公司 | 148,633 | -18.92 | 46,369 | -51.70 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 122 | 16.19 | 38 | -29.63 | ||||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 822 | -7.64 | 256 | -45.06 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,309 | 20.35 | 21,227 | -23.50 | ||||
| 2025-07-16 | 13F | TB 另类资产有限公司 | 16,859 | 5,260 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 114,157 | -3.47 | 35,614 | -42.50 | ||||
| 2025-06-27 | NP | TWCUX - 超级基金投资者类别 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 | 546,000 | 0.00 | 224,646 | -24.16 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,400 | 1.49 | 1,026 | -35.51 | ||||
| 2025-07-15 | 13F | 贾里斯洛斯基，弗雷泽有限公司 | 669,494 | 12.42 | 208,862 | -33.04 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 2,089,512 | 1.67 | 859,709 | -22.89 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 3,531 | -13.22 | 1,453 | -34.21 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 15,055 | -30.88 | 7,885 | -31.23 | ||||
| 2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 306 | -39.88 | 95 | -64.29 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 2,131 | 21.08 | 665 | -27.90 | ||||
| 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 | 21,895 | 0.00 | 6,831 | -40.44 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 45,608 | -4.34 | 14,228 | -43.02 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 27,755 | 11.67 | 8,659 | -33.49 | ||||
| 2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 691,292 | -7.39 | 284,425 | -29.76 | ||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 沃尔夫希尔资本管理有限合伙人 | 150,000 | 46,796 | ||||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 797 | 5.70 | 249 | -37.06 | ||||
| 2025-07-11 | 13F | 朗维财富管理 | 1,029 | -12.87 | 321 | -48.22 | ||||
| 2025-08-19 | 13F | 元素足尖顾问有限公司 | 2,151 | 262.73 | 671 | 116.45 | ||||
| 2025-07-29 | NP | TORYX - 托丽基金 | 30,450 | 47.35 | 9,193 | -6.34 | ||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 785 | -9.35 | 256 | -50.19 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 738 | -14.68 | 230 | -49.12 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 9,984 | 0.00 | 3,115 | -40.45 | ||||
| 2025-05-13 | 13F | 布鲁克林 FI 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 13,692 | -8.87 | 4 | -42.86 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 117,619 | -1.12 | 36,694 | -41.10 | ||||
| 2025-06-25 | NP | WQAUX - Westwood Quality AllCap 基金超级股票 | 416 | -60.72 | 171 | -70.21 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 2,720 | 28.48 | 849 | -23.47 | ||||
| 2025-08-14 | 13F | 复星国际有限公司 | 7,537 | 46.15 | 2,351 | -12.93 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 5,344 | -5.87 | 1,667 | -43.93 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 415,211 | 54.30 | 129,533 | -8.09 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 227 | -54.23 | 71 | -72.97 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,676 | 65.14 | 1,147 | -1.72 | ||||
| 2025-08-12 | 13F | 伟克资本管理公司 | 9,824 | 1.47 | 3,065 | -39.57 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 3,566 | 21.33 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 54 | -99.65 | 17 | -99.80 | ||||
| 2025-07-23 | 13F | H&H 退休设计与管理公司 | 774 | 10.57 | 218 | -26.60 | ||||
| 2025-06-24 | NP | MAPAX - MainStay MAP 股票基金 A 类 | 61,160 | -9.90 | 25,164 | -31.66 | ||||
| 2025-05-12 | 13F | 蓝图投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 350 | 109 | ||||||
| 2025-08-08 | 13F | 戴维斯财务顾问有限公司 | 1,691 | -0.53 | 528 | -40.79 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 2,949 | 2.90 | 920 | -38.67 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Aveo 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 978 | 38.33 | 305 | -17.57 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 279 | 14.34 | 115 | -13.64 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 121 | 7.08 | 50 | -19.67 | ||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 20,213 | 5.05 | 6,306 | -37.43 | ||||
| 2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 38,790 | 12,101 | ||||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 5,011 | -93.02 | 1,563 | -95.84 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 1,693 | -3.31 | 528 | -42.42 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 41 | -8.89 | 13 | -47.83 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 115 | -44.44 | 0 | |||||
| 2025-08-12 | NP | PGVFX - 北极星全球价值基金 | 6,368 | 0.00 | 1,987 | -40.45 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 983,456 | -8.93 | 306,809 | -45.76 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 24 | 4.35 | 10 | -25.00 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 2,060 | 50.58 | 643 | -10.34 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 21,801 | 26.78 | 6,582 | -19.42 | ||||
| 2025-05-30 | NP | Lord Abbett SERIES FUND INC - 增长和收入投资组合 VC 级 | 16,506 | -3.73 | 8,645 | -0.32 | ||||
| 2025-08-14 | 13F | Ruane、Cunniff 和 Goldfarb LP | 763,439 | -7.14 | 238,170 | -44.69 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 5,746 | 145.45 | 1,793 | 46.17 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 129 | 0.00 | 53 | -23.19 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 10,864 | 70.26 | 3,389 | 1.44 | ||||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 10,066 | -24.12 | 3,140 | -54.81 | ||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 707 | 2.32 | 370 | 6.02 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 3,198 | -6.02 | 998 | -35.47 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 114 | 0.00 | 47 | -24.59 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 19,182 | -9.01 | 5,984 | -45.80 | ||||
| 2025-08-27 | NP | TVLAX - Touchstone 价值基金 A | 30,010 | 1.49 | 9,362 | -39.55 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 72 | 0.00 | 30 | -25.64 | ||||
| 2025-05-09 | 13F | 阿特里亚财富解决方案公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 温米尔公司 | 16,475 | 0.00 | 5,140 | -40.44 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 5,986 | -7.54 | 2 | -66.67 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 2,469 | -4.15 | 770 | -42.92 | ||||
| 2025-04-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 4,727 | 0.00 | 2,245 | -22.16 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 923 | 0.22 | 288 | -40.46 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 750 | 20.00 | 234 | -28.75 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 15,746 | -18.82 | 4,912 | -51.65 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 动态资本增值投资组合初始类别 | 9,200 | 21.05 | 2,870 | -27.89 | ||||
| 2025-08-21 | NP | FVALX - Forester 价值基金 N 级 | 80 | 0.00 | 25 | -41.46 | ||||
| 2025-06-27 | NP | RSPH - Invesco S&P 500 等权重医疗保健 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 | 27,126 | 6.24 | 11,161 | -19.42 | ||||
| 2025-07-29 | 13F | 莱萨·斯鲁夫公司 | 877 | 0.00 | 0 | |||||
| 2025-08-28 | 13F/A | 托尔森财富管理公司 | 2,942 | 0.00 | 918 | -40.45 | ||||
| 2025-07-30 | NP | GFGF - 大师最爱股票 ETF | 1,696 | -3.53 | 512 | -38.61 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 332 | -21.33 | 104 | -53.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 6,197 | 0.00 | 1,933 | -40.43 | ||||
| 2025-08-07 | 13F | 霍华德贝利证券有限责任公司 | 1,088 | -13.17 | 339 | -48.32 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 65,784 | 80.48 | 20,523 | 7.50 | ||||
| 2025-07-22 | 13F | SOL资本管理公司 | 18,937 | 22.09 | 6 | -37.50 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 28,556 | 442.58 | 8,909 | 223.22 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 38,227 | -2.25 | 11,926 | -41.78 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 27,873 | 11.37 | 8,696 | -33.66 | ||||
| 2025-08-29 | NP | MAVF-Matrix Advisors价值ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 14,220 | 2.19 | 4,436 | -39.13 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 84,100 | 1,951.22 | 26,237 | 1,121.98 | |||
| 2025-05-16 | 13F | 莱德劳财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 1,362 | 7.92 | 425 | -35.70 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 4,113 | 14.41 | 1,283 | -31.83 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 88 | -38.46 | 27 | -63.51 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 34,400 | 149.28 | 10,732 | 48.48 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 52,206 | 18.28 | 16,287 | -29.55 | ||||
| 2025-03-31 | NP | JTKRX - 约翰汉考克全球主题机会基金 R6 级 | 7,950 | -32.00 | 4,313 | -34.67 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 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 | 16,056 | -52.01 | 4,847 | -69.49 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC。 | 4,370 | 46.79 | 1,363 | -12.57 | ||||
| 2025-04-29 | 13F | Impax资产管理集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 2,057 | 0.05 | 642 | -40.48 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 31,078 | -17.28 | 9,695 | -50.73 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 2,350 | -0.47 | 733 | -40.70 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 8,622 | 37.47 | 2,690 | -18.14 | ||||
| 2025-07-18 | 13F | 彭博森公司 | 75,708 | 23,619 | ||||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 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 | 1,537,263 | 18.38 | 479,580 | -29.49 | ||||
| 2025-05-23 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 6,273 | 5.41 | 1,957 | -37.23 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 51,040 | -13.11 | 15,923 | -48.24 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 47,900 | -3.23 | 14,943 | -42.36 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 14,192 | 39.52 | 4,428 | -16.90 | ||||
| 2025-08-08 | 13F | 螃蟹 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 摩根士丹利 | 15,102,503 | -29.31 | 4,711,529 | -57.89 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 23,763 | 107.32 | 7,413 | 23.49 | ||||
| 2025-08-26 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 1,260 | -52.60 | 393 | -71.77 | ||||
| 2025-06-26 | NP | TOCQX - 托克维尔基金 | 15,000 | 6,172 | ||||||
| 2025-08-14 | 13F | 贾斯珀里奇合伙人有限合伙人 | 12,379 | 0.00 | 3,862 | -40.44 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,058 | 61.97 | 954 | -3.44 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 314 | -11.30 | 170 | -14.57 | ||||
| 2025-08-08 | 13F | AJ 顾问有限责任公司 | 714 | 0.85 | 223 | -40.16 | ||||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 24,473 | 156.66 | 7,635 | 52.89 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 18,678 | -8.69 | 5,827 | -45.62 | ||||
| 2025-08-28 | NP | DODBX - 道奇考克斯平衡基金 | 393,672 | 144.26 | 122,814 | 45.49 | ||||
| 2025-07-18 | 13F | 三菱日联资产管理（英国）有限公司 | 3,800 | 1,800.00 | 1 | |||||
| 2025-06-26 | NP | FOKFX - 富达场外交易 K6 投资组合 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 | 29,000 | 11,932 | ||||||
| 2025-08-19 | NP | BUFGX - 布法罗成长基金投资者类别 | 4,500 | 0.00 | 1,404 | -40.45 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 1,636 | -95.61 | 510 | -97.39 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 174 | 6.75 | 54 | -36.47 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | PBFDX - 佩森总回报基金 | 5,830 | 0.00 | 3,053 | 3.53 | ||||
| 2025-08-06 | 13F | 瓦尔丁森布鲁纳财务规划有限责任公司 | 1,747 | -0.29 | 545 | -40.68 | ||||
| 2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 684 | 0.00 | 213 | -40.50 | ||||
| 2025-08-26 | NP | QLMVIX - ClearBridge 可变大盘价值投资组合 I 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 | 17,465 | 13.67 | 5,449 | -32.30 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 24,085 | 7,514 | ||||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 19,088 | 19.58 | 5,955 | -28.78 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 25 | 0.00 | 8 | -46.15 | ||||
| 2025-08-11 | 13F | 霍华德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 45,040 | -27.36 | 14,051 | -56.73 | ||||
| 2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 945 | 0.00 | 295 | -40.49 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | DDFG 公司 | 1,278 | 0.79 | 399 | -40.06 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | MISEX - 迈达斯魔法 | 1,350 | 0.00 | 421 | -40.45 | ||||
| 2025-08-29 | NP | BLUEX - AMG 经理布兰迪万蓝色基金 I 级 | 17,506 | 123.09 | 5,461 | 32.90 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone 财富管理集团 | 905 | -1.20 | 282 | -41.13 | ||||
| 2025-05-15 | 13F | 图标顾问公司/公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 83,364 | -4.79 | 26,007 | -43.29 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 4,584 | -14.83 | 1,430 | -49.25 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 1,174 | 61.71 | 366 | -3.68 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 6,118 | 0.00 | 1,909 | -40.45 | ||||
| 2025-08-14 | 13F | ArrowMark 科罗拉多控股有限责任公司 | 61,065 | 77.00 | 19,050 | 5.43 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 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 | 6,900 | 2,153 | ||||||
| 2025-08-14 | 13F | 萨瓦资本有限责任公司 | 20,500 | 6,395 | ||||||
| 2025-08-14 | 13F | 帕西法尔资本管理公司 | 185,091 | 82.37 | 57,743 | 8.63 | ||||
| 2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 芭芭拉石油公司 | 11,500 | 0.00 | 3,588 | -40.44 | ||||
| 2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | 博尔特豪斯投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 7,072 | 15.71 | 2,206 | -31.08 | ||||
| 2025-07-21 | 13F | 影响力投资者公司 | 938 | -12.91 | 293 | -48.23 | ||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 2,379 | 6.83 | 742 | -36.36 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco Comstock 投资组合 IB 类 | 6,198 | 14.69 | 1,934 | -31.70 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 65,753 | 7.02 | 20,513 | -36.25 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 1,800 | -96.93 | 562 | -98.17 | |||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 9,356 | 2,919 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,084,371 | -11.22 | 338,111 | -47.10 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 77,338 | 11.25 | 24,127 | -33.74 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 1,717 | -15.71 | 536 | -49.81 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 3,264 | 177.79 | 1,018 | 65.53 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 17,615 | -1.35 | 5,495 | -41.24 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 1,256 | -80.59 | 392 | -88.46 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 62,953 | 8.41 | 34,151 | 2.08 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | Put | 10,000 | 3,120 | |||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 337 | 330.77 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 15,183 | 2.29 | 4,737 | -39.08 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 174 | 72 | ||||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 4,107 | -71.80 | 1,281 | -83.21 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 7,962 | 63.89 | 2,484 | -2.40 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,189 | 92.71 | 371 | 14.55 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 斯托克顿银行 | 2,297 | -14.00 | 717 | -48.78 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 1,919 | -2.44 | 599 | -41.94 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,167 | 29.38 | 364 | -22.88 | ||||
| 2025-08-28 | NP | CNRWX - City National Rochdale 美国核心股票基金 - N 类 | 13,239 | -2.97 | 4,130 | -42.21 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 126,554 | 94.42 | 39 | 14.71 | ||||
| 2025-08-26 | NP | IMSCX - IMS 资本价值基金机构类别股票 | 5,579 | 134.51 | 1,740 | 39.65 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 799,673 | 27.18 | 249,474 | -24.25 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 6,358 | -8.62 | 1,983 | -45.58 | ||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 万斯财富公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 2,890 | 1.58 | 902 | -39.53 | ||||
| 2025-04-30 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 2,360 | -22.85 | 971 | -41.53 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 克拉夫资本合伙公司 | 96,791 | 259.90 | 30 | -99.79 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 7,472 | 3.36 | 2,331 | -38.43 | ||||
| 2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 11,496 | 1,115.22 | 3,586 | 624.44 | ||||
| 2025-08-25 | NP | 美国基金保险系列-全球平衡基金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 | 2,675 | -44.13 | 835 | -66.73 | ||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 29,563 | 21.47 | 9,223 | -27.65 | ||||
| 2025-08-26 | NP | BTBFX - 波士顿信托资产管理基金 | 9,000 | -47.06 | 2,808 | -68.47 | ||||
| 2025-07-25 | 13F | Lodestar私人资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 1,925 | 601 | ||||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 728 | 45.60 | 227 | -13.03 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 2,556 | -92.32 | 798 | -95.43 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 11,646 | 43.69 | 3,633 | -14.40 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 15,876 | 228.63 | 4,953 | 95.73 | ||||
| 2025-08-01 | 13F | 财富管理有限责任公司范式、策略 | 1,122 | 0.36 | 350 | -40.17 | ||||
| 2025-08-26 | NP | EQ 顾问信任 - EQ/T。 Rowe Price 健康科学投资组合 IB 级 | 25,081 | 14.68 | 7,825 | -31.69 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 15,090 | -26.95 | 4,708 | -56.49 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 13,436 | -2.01 | 4,192 | -41.64 | ||||
| 2025-08-27 | NP | RYHIX - 医疗保健基金投资者类别 | 1,602 | 19.64 | 500 | -28.82 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 140,752 | -30.22 | 43,910 | -58.43 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 4,970 | 5.05 | 1,551 | -37.45 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 503,764 | -1.00 | 157,159 | -41.03 | ||||
| 2025-08-14 | 13F | 帕克曼医疗保健合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 3,231 | 4.13 | 1,008 | -38.03 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 14,542 | 32.63 | 4,537 | -21.00 | ||||
| 2025-05-29 | NP | VICTORY 可变保险基金 - Victory RS 大盘 Alpha VIP 系列 I 类 | 27,065 | 0.00 | 14,175 | 3.54 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 1,555 | 485 | ||||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 585 | 5.41 | 241 | -20.27 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 96,632 | -46.43 | 30,146 | -68.09 | ||||
| 2025-08-29 | NP | JDCAX - Janus Henderson四十基金A类 | 1,059,809 | -3.78 | 330,629 | -42.69 | ||||
| 2025-08-25 | NP | RGLIX - RBC 全球股票领袖基金 I 类 | 379 | 0.00 | 118 | -40.40 | ||||
| 2025-05-28 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林大盘增长 VIP 基金 1 级 | 3,412 | -10.82 | 1,787 | -7.65 | ||||
| 2025-08-05 | 13F | 斯奈德金融集团 | 7,024 | -0.41 | 2,191 | -40.69 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 12,767 | 4.27 | 3,854 | -33.72 | ||||
| 2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 4,950 | 2,037 | ||||||
| 2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 1,704 | 2.47 | 532 | -38.97 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 35,558 | 22.15 | 11,093 | -27.24 | ||||
| 2025-07-23 | 13F | 布罗德里克·布赖恩·C | 22,371 | -1.65 | 6,979 | -41.42 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 9,343 | 611.58 | 2,915 | 324.16 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 25,242 | -3.60 | 7,875 | -42.58 | ||||
| 2025-08-13 | 13F | 朗维尤合伙人（根西岛）有限公司 | 1,216,082 | 29.68 | 379,381 | -22.75 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 6,680 | 53.81 | 2,084 | -8.40 | ||||
| 2025-05-15 | 13F | 哈里斯联合有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 老虎环球管理有限公司 | 438,800 | 0.00 | 136,892 | -40.44 | ||||
| 2025-08-13 | 13F | 伯比斯资本管理有限公司 | 1,630 | -71.05 | 509 | -82.77 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 31,961 | 4.45 | 9,971 | -37.78 | ||||
| 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 | 50,407 | -2.55 | 15,725 | -41.96 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 1,476 | -6.82 | 460 | -44.51 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 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 | 4,153 | 24.30 | 1,709 | -5.74 | ||||
| 2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF 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 | 4,336 | 47.23 | 1,353 | -12.32 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 1,749 | 10.70 | 720 | -16.10 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 867 | -2.03 | 270 | -41.68 | ||||
| 2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 8,615 | -3.89 | 2,688 | -42.76 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 8,614 | -9.25 | 2,601 | -39.68 | ||||
| 2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 706,264 | -10.46 | 213,228 | -43.08 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 10,508 | -68.11 | 3,278 | -81.01 | ||||
| 2025-08-28 | NP | AIGOX - Alger 增长和收入投资组合 I-2 级 | 1,327 | -29.53 | 414 | -58.11 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 13,744 | 80.51 | 4,288 | 7.50 | ||||
| 2025-08-14 | 13F | 道富银行 | 44,926,544 | -0.91 | 14,015,734 | -40.98 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 2,837 | -7.83 | 885 | -45.10 | ||||
| 2025-08-26 | NP | 贝莱德增强型全球股息信托 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 | 45,883 | 29.24 | 14,314 | -23.02 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8,588 | -45.46 | 2,595 | -68.53 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 154,874 | 15.84 | 48,316 | -28.42 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 444 | -11.38 | 183 | -32.84 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 82,001 | 46.03 | 25,582 | -13.02 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 1,403 | -7.51 | 438 | -44.96 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/ClearBridge 大盘成长基金 (A) 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 | 56,807 | -20.67 | 17,722 | -52.75 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 19,531 | -9.79 | 8,036 | -31.58 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-28 | NP | 福克斯比公司 | 1,625 | 0.00 | 507 | -40.54 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 278,262 | -1.20 | 86,809 | -41.15 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 885 | 8.06 | 364 | -18.02 | ||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 哈伯资产管理公司 | 36,485 | 11,382 | ||||||
| 2025-05-13 | 13F | Windward资本管理公司/ca | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AltraVue 资本有限责任公司 | 77,990 | 0.00 | 24,331 | -40.44 | ||||
| 2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 13,361 | 3.35 | 4,168 | -38.44 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,592 | -10.06 | 834 | -6.93 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 2,433 | 47.01 | 759 | -12.36 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 2,395 | 117.73 | 747 | 29.69 | ||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 896 | 28.55 | 277 | -24.18 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 44,036 | -30.77 | 13,733 | -58.80 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 4,094 | -12.61 | 1,277 | -47.94 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 700 | -30.00 | 218 | -58.32 | |||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,260,890 | 20.12 | 393,360 | -28.45 | ||||
| 2025-08-07 | 13F | 艾伦运营有限公司 | 13,633 | 4,253 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 2,100 | 655 | |||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 3 | 10 | ||||||
| 2025-06-26 | NP | FDCAX - 富达资本增值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 225,400 | 17.46 | 92,739 | -10.92 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 439 | -8.54 | 137 | -45.82 | ||||
| 2025-07-11 | 13F | 资本优势公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 5,347 | -28.36 | 1,668 | -57.33 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 4,091 | 70.25 | 1,276 | 1.43 | ||||
| 2025-08-12 | 13F | 统一资产管理有限责任公司 | 18,776 | 1.23 | 5,858 | -41.92 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 892 | -10.35 | 279 | -46.74 | ||||
| 2025-08-26 | NP | FRDAX - 富兰克林股息上涨基金顾问级 | 178,986 | -88.35 | 55,838 | -93.06 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 1,635 | -25.14 | 505 | -58.28 | ||||
| 2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 3,826 | 1,194 | ||||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 929 | -3.83 | 290 | -42.69 | ||||
| 2025-05-29 | NP | IPDP - 股息执行者 ETF | 752 | 0.00 | 394 | 3.42 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | Call | 200 | 62 | |||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 514 | 0.78 | 160 | -40.07 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 3,038 | -0.72 | 917 | -36.89 | ||||
| 2025-06-30 | NP | ACSTX - Invesco Comstock 基金 A 类 | 216,898 | 150.04 | 89,241 | 89.64 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 10,003 | 11.99 | 3,120 | -33.30 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 1,110 | 0.00 | 346 | -24.12 | ||||
| 2025-05-29 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Main Street 基金系列 II | 10,774 | -59.59 | 5,643 | -58.16 | ||||
| 2025-07-29 | 13F | 镇流器公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pinney & Scofield 公司 | 362 | 4.93 | 113 | -37.78 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 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 | 1,470 | 0.00 | 605 | -24.22 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 926,548 | -17.05 | 287,192 | -50.91 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 1,203,639 | 1.40 | 375 | -39.61 | ||||
| 2025-07-31 | 13F | FSA 投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | PIODX-胜利先锋基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 289,960 | 30.73 | 90 | -22.41 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 405 | -18.84 | 102 | -52.58 | ||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 922 | -16.33 | 288 | -50.26 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 68,959 | -0.27 | 21,513 | -40.59 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 42,000 | 26.98 | 17,280 | 2.09 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 8,405 | -0.70 | 2,622 | -40.88 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 2,055 | 8.79 | 641 | -35.19 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 3,594 | -3.67 | 1,121 | -42.63 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 2,224,598 | -73.27 | 694,008 | -84.08 | ||||
| 2025-08-06 | 13F | Cm 财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 5,101 | -12.25 | 1,591 | -47.73 | ||||
| 2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 5,923 | -18.36 | 1,848 | -51.38 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,774 | 21.24 | 1,141 | -8.06 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 365,939 | -29.20 | 150,562 | -46.30 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,467 | -15.45 | 384 | -62.15 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 73,660 | 3.71 | 22,980 | -38.23 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 4,183,205 | -10.77 | 1,721,138 | -32.33 | ||||
| 2025-08-14 | 13F | 斯米德资本管理公司 | 252,438 | 78,753 | ||||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 49 | 20 | ||||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 800 | -0.12 | 250 | -40.57 | ||||
| 2025-08-14 | 13F | 旧金山费城财务管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,375 | -12.15 | 3,034 | -33.38 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 1,038 | 0 | ||||||
| 2025-07-10 | 13F | 信任点公司 | 3,620 | 0.39 | 1,129 | -40.20 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 7,928,348 | -8.27 | 2,473,409 | -45.36 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 759,500 | 236,941 | ||||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 19,912 | -34.61 | 6,212 | -61.05 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 360,369 | -5.78 | 112,424 | -43.88 | ||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 10,792 | 14.54 | 3,367 | -31.78 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 44,179 | -49.28 | 13,783 | -69.79 | ||||
| 2025-05-07 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 300 | 94 | |||||
| 2025-07-25 | 13F | 主权金融集团公司 | 2,249 | 3.17 | 702 | -38.56 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 300 | 0.00 | 94 | -40.13 | |||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 547,155 | 1.12 | 225,121 | -23.31 | ||||
| 2025-04-18 | 13F | GSB 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | NUDV - Nuveen ESG 股息 ETF | 609 | 330 | ||||||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 2,883,284 | -1.71 | 870,492 | -37.52 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 62,796 | -1.18 | 19,590 | -41.14 | ||||
| 2025-08-13 | 13F | 挪威银行 | 12,299,923 | 3,837,207 | ||||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 78,368 | -0.89 | 24,448 | -40.96 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 27,725 | 29.45 | 11,407 | -1.82 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 1,428 | -10.69 | 445 | -46.83 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 105,447 | -31.40 | 31 | -62.50 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 1,045 | -2.25 | 262 | -39.35 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 11,572 | 22.05 | 3,027 | -21.96 | ||||
| 2025-07-25 | 13F | 荷兰国家电力公司 | 8,168 | 4.81 | 2,548 | -37.56 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 31,399 | 0.48 | 12,919 | -23.80 | ||||
| 2025-07-31 | 13F | Perissos 私人财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 顾问首选有限责任公司 | 3,200 | 0.00 | 1,044 | -37.66 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 95,487 | 2.76 | 29,789 | -38.79 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 16,356 | -1.23 | 5,103 | -41.17 | ||||
| 2025-08-08 | 13F | Altiora 金融集团有限责任公司 | 1,078 | -15.65 | 336 | -49.78 | ||||
| 2025-08-26 | NP | QAAGZX - T. Rowe Price 健康科学投资组合 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 | 102,351 | 14.58 | 31,930 | -31.75 | ||||
| 2025-08-15 | 13F | 苏达国家银行安全 | 1,196 | -10.95 | 373 | -46.94 | ||||
| 2025-08-26 | NP | PUTNAM 可变信托 - Putnam VT 全球医疗保健基金 IA 类股票 | 22,100 | -16.92 | 6,895 | -50.51 | ||||
| 2025-06-26 | NP | FLRAX - Nuveen 大盘精选基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,559 | -27.39 | 641 | -44.93 | ||||
| 2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 24,685 | 0.00 | 7,701 | -40.44 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | HART - IQ 健康心脏 ETF | 1,026 | 32.05 | 422 | -3.65 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 138,577 | -55.99 | 43,232 | -73.79 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 47,904 | 25.58 | 14,945 | -25.20 | ||||
| 2025-08-07 | 13F | PFG顾问 | 13,574 | 19.89 | 4,235 | -28.59 | ||||
| 2025-05-15 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Papamarkou Wellner 资产管理公司 | 1,000 | 0.00 | 312 | -40.54 | ||||
| 2025-07-31 | 13F | 规划中心有限公司 | 1,108 | -2.03 | 346 | -41.72 | ||||
| 2025-08-08 | 13F | 复兴银行 | 4,885 | -12.95 | 1,524 | -48.18 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 326,335 | 3.19 | 101,807 | -38.53 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 5,236 | 1,633 | ||||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心中型价值基金 | 9,094 | 0.00 | 3,742 | -24.16 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 1,685 | -90.18 | 361 | -95.98 | ||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 739 | -39.87 | 230 | -64.23 | ||||
| 2025-08-28 | NP | 股息及收益基金 | 13,500 | 0.00 | 4,212 | -40.44 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 2,345 | -16.93 | 708 | -47.24 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 16 | 0.00 | 5 | -50.00 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 3,181 | 9.20 | 992 | -34.95 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 2,082 | -48.39 | 650 | -69.27 | ||||
| 2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | Short | -2,704 | -27.99 | -816 | -54.23 | |||
| 2025-08-26 | NP | QLMLOX - ClearBridge 可变大盘增长投资组合 I 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 | 20,493 | -18.33 | 6,393 | -51.35 | ||||
| 2025-08-12 | 13F | 资产管理集团公司 | 1,702 | -4.00 | 531 | -42.89 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 63,444 | 13.32 | 19,793 | -32.50 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 647 | 30.44 | 266 | -1.12 | ||||
| 2025-07-07 | 13F | 投资者研究公司 | 1,195 | 2,555.56 | 373 | 1,517.39 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | Call | 14,600 | 4 | |||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 1,178 | -15.13 | 356 | -46.13 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 4,873 | 15.91 | 1,520 | -30.94 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 654 | 205 | ||||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 4,255 | 1,327 | ||||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 29,170 | -24.70 | 9,100 | -55.15 | ||||
| 2025-08-26 | NP | PRGFX - T. Rowe 价格增长股票基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 768,874 | -10.63 | 239,866 | -46.76 | ||||
| 2025-08-19 | NP | WRLDX - Scharf 全球机会基金零售类 | 1,765 | 551 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,458 | 2.25 | 767 | -39.16 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 5,054 | -3.11 | 1,526 | -38.43 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,700 | 3.63 | 21,706 | -19.34 | ||||
| 2025-07-21 | 13F | 平资本管理有限公司 | Call | 23,000 | 2,200.00 | 7,175 | 1,271.89 | |||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,990 | -6.80 | 933 | -44.52 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | Call | 100 | 31 | |||||
| 2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | LOGIX - Scharf 基金机构类 | 27,700 | 8,642 | ||||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 49,807 | -14.61 | 20,493 | -35.24 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,531,430 | 19.74 | 477,747 | -28.67 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 16,118 | 3.23 | 5,028 | -38.44 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 3,249 | 197.26 | 1,014 | 77.10 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 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 | 157,833 | 4.71 | 64,939 | -20.59 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 8,168 | 1.33 | 2,548 | -39.64 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 196,901 | 1.43 | 81,013 | -23.07 | ||||
| 2025-08-06 | 13F | 聪明货币集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | NP | Calamos Antetokounmpo 可持续股票信托 - Calamos Antetokounmpo 可持续股票基金 R6 级 | 146 | -6.41 | 76 | -2.56 | ||||
| 2025-06-25 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 591 | -2.96 | 243 | -26.36 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 70,545 | -8.74 | 22,008 | -45.64 | ||||
| 2025-07-24 | 13F | 支点资本有限责任公司 | 25,219 | 5.02 | 7,868 | -37.44 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 124,086 | 1.59 | 38,711 | -39.49 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 252 | 4.13 | 104 | -21.37 | ||||
| 2025-08-14 | 13F | 伯克希尔哈撒韦公司 | 5,039,564 | 1,572,193 | ||||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 5,372 | -17.21 | 1,676 | -50.72 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 939 | -2.09 | 293 | -39.59 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 10,108 | 8.90 | 3,153 | -35.14 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 290 | -97.10 | 90 | -98.28 | ||||
| 2025-08-11 | 13F | 花旗集团 | 1,810,270 | -15.81 | 564,750 | -49.85 | ||||
| 2025-07-29 | 13F | 特威迪·布朗有限公司 | 1,095 | 342 | ||||||
| 2025-08-11 | 13F | 花旗集团 | Put | 492,000 | 134.96 | 153,489 | 39.95 | |||
| 2025-08-11 | 13F | 花旗集团 | Call | 310,700 | -13.28 | 96,929 | -48.35 | |||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 54,835 | -4.84 | 17,107 | -43.32 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | WCEAX - 常春藤核心股票基金 A 类 | 73,870 | -41.70 | 23,045 | -65.27 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 核心股票基金系列 I | 23,900 | -18.89 | 7,456 | -51.68 | ||||
| 2025-08-12 | 13F | 登陆点金融集团有限责任公司 | 1,882 | -5.57 | 587 | -43.77 | ||||
| 2025-04-15 | 13F | 高力金融 | 19 | 0.00 | 10 | 11.11 | ||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 1,072 | -1.74 | 561 | 1.81 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 764,222 | -1.34 | 238 | -41.23 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 3,039 | 0.96 | 948 | -39.85 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 20,871 | -50.46 | 6,511 | -70.49 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 42 | 82.61 | 13 | 8.33 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 54,376 | 40.99 | 16,964 | -16.02 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 134,224 | -16.60 | 41,874 | -50.32 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 1,858 | -60.64 | 580 | -76.58 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 1,358 | 111.20 | 424 | 25.89 | ||||
| 2025-04-11 | 13F | 永久资本管理有限公司 | 1,442 | 0.00 | 755 | 3.57 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 119,072 | -6.33 | 37,147 | -44.20 | ||||
| 2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 273,210 | 49.91 | 82,485 | -4.71 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 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 | 984,846 | 1.34 | 307,242 | -39.64 | ||||
| 2025-07-28 | NP | DDM - ProShares Ultra Dow30 | 45,011 | -14.84 | 13,589 | -45.87 | ||||
| 2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF 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 | 15,520 | -17.40 | 4,842 | -50.81 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 19 | 18.75 | 6 | -37.50 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 6,511 | 20.73 | 2,031 | -28.08 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 18,204 | 1.78 | 5,679 | -39.37 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 17,115 | -16.31 | 5 | -50.00 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 129,485 | -2.27 | 40 | -42.03 | ||||
| 2025-05-14 | 13F | 参议员投资集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 6,137 | -9.40 | 1,915 | -46.04 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 192,732 | -6.64 | 60,127 | -44.39 | ||||
| 2025-08-12 | 13F | 布劳恩史黛西联合公司 | 2,830 | -92.99 | 883 | -95.83 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 11,793 | 36.08 | 3,679 | -18.95 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 29,634 | -11.67 | 9,245 | -47.39 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 838 | 1.82 | 261 | -39.44 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 63,684 | 42.73 | 19,867 | -14.99 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 360,459 | -1.19 | 148,307 | -25.06 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 1,491 | 465 | ||||||
| 2025-07-16 | 13F | MBE 财富管理有限责任公司 | 699 | 4.64 | 218 | -37.54 | ||||
| 2025-06-27 | NP | MPGVX - 蒙德里安全球股票价值基金 | 10,891 | 6.01 | 4,481 | -19.61 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 8,805 | -5.86 | 2,747 | -43.94 | ||||
| 2025-07-30 | 13F | 哨兵有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VBCVX - 系统价值基金 | 13,119 | 0.00 | 3,961 | -36.45 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 3,049 | 4.20 | 951 | -37.92 | ||||
| 2025-07-09 | 13F | 伯特财富顾问 | 15,496 | -3.40 | 4,834 | -42.46 | ||||
| 2025-06-26 | NP | FTQGX - 富达专注股票基金 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 | 212,000 | 158.54 | 87,225 | 88.44 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 467 | 2.64 | 146 | -39.08 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 100,918 | -2.64 | 31,483 | -42.01 | ||||
| 2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 2,716 | -19.86 | 847 | -52.25 | ||||
| 2025-04-29 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 875 | 0.00 | 416 | -22.14 | ||||
| 2025-07-15 | 13F | 决明资本合伙人有限责任公司 | 2,094 | 4.65 | 653 | -37.63 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 106,804 | -14.91 | 33,320 | -49.31 | ||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 36,800 | -26.04 | 11,480 | -55.95 | ||||
| 2025-07-21 | 13F | 成功的投资组合有限责任公司 | 1,311 | 19.73 | 409 | -28.80 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 193 | 0.00 | 60 | -40.59 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 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 | 1,760 | -12.44 | 724 | -33.58 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 56,542 | 9.23 | 17,639 | -34.94 | ||||
| 2025-06-18 | NP | REYX - Y 类股票收益基金 | 4,316 | -7.54 | 1,776 | -29.90 | ||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 15,764 | 7.47 | 4,918 | -35.99 | ||||
| 2025-08-05 | 13F | 珠穆朗玛峰管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 法国集团 | 596 | -97.89 | 185 | -98.73 | ||||
| 2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 1,163 | 44.65 | 363 | -14.01 | ||||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 平衡财富有限责任公司 | 1,002 | 22.49 | 313 | -27.10 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 3,055 | -10.52 | 953 | -46.70 | ||||
| 2025-07-25 | 13F | 乌迪内财富管理有限公司 | 7,529 | 2,349 | ||||||
| 2025-08-08 | 13F | 第一西部信托银行 | 1,301 | 1.09 | 406 | -39.91 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 67 | 34.00 | 36 | 28.57 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 42,815 | -6.79 | 13,357 | -44.48 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 33,205 | 100.50 | 10,359 | 19.43 | ||||
| 2025-07-24 | NP | HRTS - 心血管和代谢 ETF 主题 | 6,341 | -13.46 | 1,914 | -45.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 医疗保健行业基金 (I) | 444,375 | -4.32 | 138,632 | -43.01 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 2,596 | -36.97 | 810 | -62.49 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 16,912 | 61.95 | 5,276 | -3.53 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 30,813 | 18.42 | 9,613 | -29.47 | ||||
| 2025-05-02 | 13F | 波特曼广场资本有限责任合伙 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 12,745 | -67.77 | 3,976 | -80.80 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 3,568 | -10.67 | 1,113 | -46.80 | ||||
| 2025-08-26 | NP | WSBFX - 华登平衡基金 | 6,500 | 0.00 | 2,028 | -40.45 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 1,525 | 0.00 | 476 | -40.48 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 11 资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 科瓦有限公司 | 926 | 289 | ||||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 32,836 | -3.23 | 10,244 | -42.36 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,571 | -57.32 | 802 | -74.58 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 7,284 | 6.09 | 2,272 | -36.82 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 19,863 | 34.13 | 6,197 | -20.11 | ||||
| 2025-08-14 | 13F | 683 资本管理公司 | 55,500 | 6.73 | 17,314 | -36.43 | ||||
| 2025-08-21 | NP | LZUOX - Lazard 美国股票焦点投资组合公开股票 | 2,774 | -41.17 | 865 | -64.97 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 6 | 2 | ||||||
| 2025-08-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 1,025 | -82.62 | 320 | -90.75 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 2,353 | -18.58 | 734 | -51.49 | ||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 661 | 0.76 | 206 | -39.94 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 82,905 | 0.00 | 25,864 | -40.44 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 2,094 | -22.36 | 653 | -53.79 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 61,046 | 12.24 | 19,045 | -33.15 | ||||
| 2025-08-14 | 13F | 140 夏季合作伙伴 LP | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Hgk资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 3,824 | 3.94 | 1,193 | -38.11 | ||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 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 | 608,944 | -0.41 | 250,544 | -24.47 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 27,057 | -27.44 | 8,441 | -56.78 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 2,931 | -33.58 | 914 | -60.45 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,017,650 | 29.69 | 312,775 | -23.90 | ||||
| 2025-08-14 | 13F | 投资公司 | 30,236 | 225.99 | 9,433 | 94.19 | ||||
| 2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 5,300 | 1,653 | ||||||
| 2025-07-11 | 13F | 多元化信托公司 | 46,306 | -3.41 | 14,446 | -42.46 | ||||
| 2025-03-25 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 126 | -62.61 | 68 | -64.21 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 17,587 | -22.04 | 5,487 | -53.56 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 137 | -2.14 | 43 | -42.47 | ||||
| 2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 60,706 | -4.41 | 18,938 | -43.06 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 20,841 | 1.44 | 6,502 | -39.58 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 282 | 88 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 81,522 | -7.44 | 25,432 | -44.87 | ||||
| 2025-08-19 | NP | BUFDX - 布法罗股息焦点基金投资者类别 | 5,600 | 0.00 | 1,747 | -40.44 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 9,761 | 29.11 | 3,045 | -23.09 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 4,129 | -5.80 | 1,288 | -43.88 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 15,889 | -17.82 | 4,957 | -51.06 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 22,592 | -11.36 | 7,048 | -32.44 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 186 | -29.81 | 95 | -28.24 | ||||
| 2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 677 | -7.01 | 211 | -44.62 | ||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 1,768 | 6.83 | 552 | -36.37 | ||||
| 2025-08-14 | 13F | 原资本有限责任公司 | 374 | -2.60 | 117 | -42.29 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 健康科学基金类资产净值 | 10,902 | -65.40 | 5,178 | -73.07 | ||||
| 2025-06-30 | NP | GGHCX - 景顺医疗保健基金A级 | 133,194 | -18.25 | 54,801 | -37.99 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 637,599 | -24.54 | 169,452 | -58.64 | ||||
| 2025-05-22 | NP | PENN SERIES FUNDS INC - 大型核心价值基金 | 6,943 | 13.71 | 3,636 | 17.75 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 8,285 | -7.23 | 2,585 | -44.75 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - 医疗保健基金可变年金 | 742 | -9.95 | 231 | -46.40 | ||||
| 2025-07-29 | 13F | 帕台农神庙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 433 | 24.07 | 135 | -25.82 | ||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 20,585 | 1,252.50 | 6,422 | 705.65 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 55,416 | -25.53 | 17,288 | -55.64 | ||||
| 2025-08-08 | 13F | 里程碑资源集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Napean 贸易投资有限公司（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | TGVFX - 成长机会基金 A 类 | 6,954 | 7.91 | 3,642 | 11.75 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 2,922 | 4.92 | 912 | -31.09 | ||||
| 2025-05-02 | 13F | 波特曼广场资本有限责任合伙 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 888 | 14.29 | 277 | -31.77 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 2,736 | 29.61 | 1,126 | 5.44 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 3,767 | -8.17 | 1,175 | -45.25 | ||||
| 2025-05-13 | 13F | 曼彻斯特金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 主要投资控股公司 | 222 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 基奇合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 6,108 | 313.54 | 1,844 | 163.05 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 2,749 | 4.72 | 1,131 | -20.58 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 370 | 45.10 | 115 | -13.53 | ||||
| 2025-08-27 | NP | NEIMX - Neiman 大盘价值基金空载股票 | 1,600 | 0.00 | 499 | -40.45 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 552 | -13.21 | 172 | -48.19 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 22,543 | 53.75 | 7,033 | -8.43 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 8,562 | 202.22 | 2,137 | 44.03 | ||||
| 2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 30,125 | 51.38 | 9,398 | -9.83 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 医疗保健基金系列 I | 12,114 | -39.59 | 3,779 | -64.02 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 4,909 | -46.23 | 2,020 | -60.82 | ||||
| 2025-07-21 | 13F | 科德角五美分储蓄银行 | 14,057 | 0.00 | 8,219 | 0.00 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 3,710 | 10.35 | 1,157 | -34.26 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 382,798 | -24.79 | 157,498 | -42.96 | ||||
| 2025-08-28 | NP | Tekla 世界医疗保健基金 | 79,389 | 23.00 | 24,767 | -26.74 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 487 | 2.31 | 152 | -39.36 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 78,031 | 63.89 | 24,343 | -2.38 | ||||
| 2025-08-26 | NP | PRHSX - T. Rowe Price 健康科学基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,842,099 | 10.11 | 574,680 | -34.42 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 349,632 | -8.15 | 143,853 | -30.34 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 4,189 | -14.00 | 1,307 | -48.80 | ||||
| 2025-06-25 | NP | STNFX - 富国银行大盘成长基金机构类别 | 27,867 | 0.00 | 11,466 | -24.16 | ||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 3,160 | 48.22 | 986 | -11.74 | ||||
| 2025-07-23 | 13F | 普佐·迈克尔·J | 16,653 | 4.19 | 5,195 | -37.94 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 1,711 | 8.02 | 534 | -35.71 | ||||
| 2025-07-24 | 13F | SLT控股有限公司 | 6,981 | 2.24 | 2,178 | -39.12 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 53,109 | 1,344.36 | 13,324 | 592.16 | ||||
| 2025-07-22 | 13F | 回声财富管理有限责任公司 | 2,216 | 4.92 | 691 | -37.52 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 8,206 | -2.36 | 2,560 | -40.96 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 5,749,040 | -72.40 | 1,793,517 | -83.56 | ||||
| 2025-06-17 | NP | CFGRX - 成长基金股票 | 4,180 | -7.01 | 1,720 | -29.49 | ||||
| 2025-08-14 | 13F | 明星金融银行 | 767 | -17.62 | 239 | -50.92 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 6,739 | 5.74 | 2,102 | -37.03 | ||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 1,890 | 105.88 | 575 | 19.09 | ||||
| 2025-08-14 | 13F | 阿卜迪尔资本顾问有限合伙人 | 286,929 | 89,513 | ||||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 417 | 21.93 | 130 | -26.97 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 74 | 23.33 | 23 | -25.81 | ||||
| 2025-06-17 | NP | CFVLX - 价值基金股票 | 9,500 | 3,909 | ||||||
| 2025-05-29 | NP | 拉扎德全球总回报和收入基金公司 | 5,413 | -3.30 | 2,835 | 0.14 | ||||
| 2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 1,318 | 25.76 | 412 | -24.95 | ||||
| 2025-08-14 | 13F | 部门资产管理公司 | 16,745 | 29.86 | 5,224 | -22.66 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 3,012 | -13.50 | 940 | -48.49 | ||||
| 2025-03-27 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 117 | -62.97 | 63 | -64.61 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 36,904 | 0.00 | 11,142 | -36.44 | ||||
| 2025-06-26 | NP | FDGFX - 富达股息增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,506 | -19.75 | 18,723 | -39.14 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 3,277 | 31.98 | 981 | -24.54 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 6,168 | 6.25 | 2 | -66.67 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 5,259 | 29.06 | 1,641 | -23.15 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 868 | 19.39 | 271 | -28.95 | ||||
| 2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 61 | 29 | ||||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,499 | -4.22 | 468 | -42.98 | ||||
| 2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 马里波财富管理有限公司 | 960 | -13.36 | 299 | -48.45 | ||||
| 2025-07-25 | NP | USCRX - 基石适度激进基金 | 10,718 | 0.00 | 3,236 | -36.44 | ||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 1,270 | 3.34 | 396 | -38.41 | ||||
| 2025-08-08 | 13F | 可持续增长顾问，有限合伙人 | 1,392,146 | -15.01 | 434,308 | -49.38 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -2,658 | 500.00 | -829 | 257.33 | |||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 8,679 | -1.88 | 2,708 | -41.56 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 791 | -6.17 | 247 | -44.22 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 336,782 | 2,528.03 | 105,066 | 1,465.56 | ||||
| 2025-08-07 | 13F | 杰克逊广场合作伙伴有限责任公司 | 7,971 | 2,487 | ||||||
| 2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 1,574 | 2.27 | 491 | -39.08 | ||||
| 2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 4,437 | 103.63 | 1,384 | 21.30 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 6,157 | 16.52 | 1,921 | -30.61 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 8,119 | 10.00 | 2,533 | -18.32 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,077 | -85.00 | 1,896 | -91.07 | ||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 989 | 132.71 | 309 | 38.74 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 14,103 | 15.97 | 4,400 | -30.93 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 650 | 196 | ||||||
| 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 | 381,420 | -11.04 | 156,931 | -32.53 | ||||
| 2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 816 | 255 | ||||||
| 2025-05-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 43,889 | 15.32 | 22,987 | 19.40 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 52,653 | 6.86 | 16,426 | -36.35 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -19 | -6 | |||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 672,944 | -47.35 | 203,169 | -66.53 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长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 | 159,544 | -7.38 | 65,643 | -29.75 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 2,985 | 931 | ||||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 17,299 | -7.67 | 5,397 | -45.01 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 2,179 | -6.04 | 1,182 | -9.70 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 253 | 5.86 | 76 | -32.74 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 165,737 | -13.12 | 51,705 | -48.25 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 3,270 | 1.84 | 1,020 | -39.32 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 7,865 | 22.49 | 2,454 | -27.04 | ||||
| 2025-08-26 | NP | SGAPX - Virtus SGA 全球成长基金 I 类 | 15,959 | -14.08 | 4,979 | -48.83 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 1,281 | 2.40 | 400 | -39.08 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 5,048 | 16.69 | 1,575 | -30.51 | ||||
| 2025-08-07 | 13F | 简化资产管理公司 | 4,051 | -69.83 | 1,264 | -82.04 | ||||
| 2025-08-07 | 13F | 蒂尔曼·哈特利有限责任公司 | 1,065 | 3.40 | 332 | -38.40 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 8,435 | 3.37 | 2,631 | -38.43 | ||||
| 2025-04-22 | 13F | 沈氏金融集团 | 4,471 | 18.88 | 2,342 | 23.08 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 109,161 | 42.66 | 34,055 | -15.02 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 2,060 | -50.48 | 643 | -70.52 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 2,543 | -36.84 | 793 | -62.40 | ||||
| 2025-08-13 | 13F | 阿尔科斯塔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 1,942 | 606 | ||||||
| 2025-08-14 | 13F | 梅诺拉·米夫塔希姆控股有限公司 | 224,578 | -33.62 | 70,062 | -60.46 | ||||
| 2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 3,000 | 233.33 | 906 | 106.62 | ||||
| 2025-07-23 | 13F | 拉拉威金融公司 | 2,933 | -6.92 | 915 | -44.55 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 816 | 0.00 | 255 | -40.38 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 51,501 | 24.97 | 16,067 | -19.97 | ||||
| 2025-07-02 | 13F | 资本市场策略有限责任公司 | 1,924 | 16.68 | 600 | -30.48 | ||||
| 2025-07-09 | 13F | PFW 顾问有限责任公司 | 2,314 | -21.32 | 722 | -53.18 | ||||
| 2025-07-31 | 13F | 卫报资产顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 107,500 | 19.18 | 33,537 | -29.01 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 2,776 | -54.48 | 866 | -72.92 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 38 | -99.65 | 11 | -99.78 | ||||
| 2025-08-11 | 13F | 诺特·大卫·M·Jr | 57 | 0.00 | 18 | -41.38 | ||||
| 2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 26,691 | 15.34 | 8,327 | -31.30 | ||||
| 2025-07-08 | 13F | Lpwm有限公司 | 2,226 | -14.65 | 694 | -49.16 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 3,273 | -42.34 | 1,021 | -65.65 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 822,867 | 47.49 | 256,710 | -12.15 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 782 | 33.90 | 244 | -20.26 | ||||
| 2025-08-14 | 13F | LWM 咨询服务有限公司 | 751 | 7.75 | 234 | -35.71 | ||||
| 2025-07-25 | NP | ABVAX - AB 价值基金 A 类 | 38,242 | 24.06 | 11,546 | -21.15 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 29,605 | -0.32 | 9,235 | -40.63 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 129,213 | 3.73 | 40,311 | -38.21 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 6,309 | -3.21 | 1,968 | -42.34 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,153,809 | 23.91 | 359,954 | -26.19 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 403 | -7.57 | 126 | -45.18 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 2,461 | 0.00 | 1,289 | -4.52 | ||||
| 2025-05-15 | 13F | 总督巷 LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 1,054 | 21.29 | 329 | -27.75 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 12,700 | 3,962 | |||||
| 2025-07-14 | 13F | E&G 顾问有限合伙人 | 2,933 | 0.17 | 915 | -40.31 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 1,552 | 34.72 | 484 | -19.73 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 4,452 | -5.38 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 544,000 | 5,451.02 | 169,712 | 3,206.92 | |||
| 2025-08-12 | 13F | 马斯科资本管理有限公司 | 221,294 | 69,037 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 34,763 | 8.05 | 10,845 | -35.64 | ||||
| 2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 97 | -46.11 | 30 | -68.09 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 6,949 | -6.37 | 2,168 | -44.25 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 508 | 504.76 | 159 | 267.44 | ||||
| 2025-08-26 | NP | RAGHX - AllianzGI 健康科学基金 A | 11,847 | -2.99 | 3,696 | -42.23 | ||||
| 2025-07-24 | 13F | 格林伍德吉尔哈特公司 | 690 | -4.83 | 215 | -43.27 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 1,274 | 5.99 | 398 | -36.88 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 16,164 | 4.36 | 5,043 | -37.85 | ||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 756,506 | 9,239.58 | 236,007 | 5,463.58 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 9,124 | -72.12 | 2,846 | -83.40 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 3,804 | -20.93 | 1,187 | -52.92 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 2,547 | -12.89 | 795 | -48.14 | ||||
| 2025-08-07 | 13F | 科罗拉多州立大学生产者资源公司 | 3,300 | 0.00 | 1,030 | -40.45 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 3,755 | 32.45 | 1,134 | -15.82 | ||||
| 2025-05-30 | NP | PSCSX - PIMCO StocksPLUS 小型基金机构 | 726 | -95.17 | 380 | -95.00 | ||||
| 2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 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 | 19,600 | 0.00 | 6,115 | -40.44 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 23,611 | -6.28 | 7,366 | -44.18 | ||||
| 2025-07-25 | 13F | M3 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -5,468 | 43.29 | -1,706 | -14.66 | |||
| 2025-07-18 | 13F | 鹰资本管理有限责任公司 | 14,088 | 3.79 | 4 | -42.86 | ||||
| 2025-08-12 | 13F | 鹭湾资本管理公司 | 776 | -53.06 | 242 | -72.02 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 813 | 427.92 | 254 | 181.11 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 18,428 | -14.93 | 5,749 | -49.33 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 3,514 | -11.02 | 1,446 | -32.54 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 1,545 | 30.27 | 482 | -22.38 | ||||
| 2025-08-11 | 13F | 北四十二公司 | 1,081 | -2.52 | 337 | -41.90 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 1,048 | -15.82 | 327 | -50.00 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 11,616 | 2.95 | 3,624 | -38.69 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 741 | -69.66 | 231 | -81.92 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 115,947 | 7.87 | 47,705 | -18.18 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 2,046 | 19.02 | 638 | -29.11 | ||||
| 2025-07-17 | 13F | JLB 联合公司 | 37,124 | -0.34 | 11,582 | -40.64 | ||||
| 2025-07-24 | 13F | Acima 私人财富有限公司 | 538 | 0.00 | 168 | -40.57 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 9,564 | 0.00 | 2,984 | -40.45 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 818 | 4.74 | 255 | -37.65 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 48,213 | 2.89 | 15,041 | -38.72 | ||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 6,174 | -99.40 | 1,926 | -99.65 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 442 | 5.49 | 144 | -33.94 | ||||
| 2025-04-09 | 13F | 伍德斯托克公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 1,931 | -42.53 | 602 | -65.78 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 716 | -29.80 | 223 | -58.24 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 18,382 | -8.67 | 7,563 | -30.74 | ||||
| 2025-07-07 | 13F | 威尔逊和鲍彻资本管理有限责任公司 | 2,710 | 7.37 | 845 | -36.03 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,566,808 | -1.36 | 488,798 | -41.25 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 221,726 | 4.90 | 69,172 | -37.52 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 4,084 | 64.68 | 1,274 | -1.85 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 2,204 | -8.85 | 688 | -45.73 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 22,921 | 548.40 | 7,151 | 286.28 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 352 | 6.34 | 110 | -36.99 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 90,883 | 17.96 | 28,353 | -13.26 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 10,145 | -21.51 | 4,174 | -40.46 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 59,368 | 0.24 | 24,426 | -23.97 | ||||
| 2025-05-28 | NP | MUHLX - Muhlenkamp 基金机构类别股票 | 16,323 | 0.00 | 8,549 | 3.54 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 5,097 | -11.34 | 2,097 | -32.75 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 43 | -52.22 | 13 | -72.34 | ||||
| 2025-07-15 | 13F | DSG资本顾问有限公司 | 62,692 | 23.04 | 19,558 | -26.71 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 3,220 | -6.42 | 1,004 | -44.28 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 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 | 248,471 | 14.57 | 75,016 | -27.17 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 43,515 | -84.05 | 13,575 | -90.50 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 18,200 | -75.24 | 5,678 | -85.25 | |||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 47 | 193.75 | 15 | 75.00 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 670,900 | 2,881.78 | 209,301 | 1,676.14 | |||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 69 | -92.00 | 22 | -95.34 | ||||
| 2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 1,552 | -28.01 | 639 | -45.42 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 5,000 | -85.20 | 1,560 | -91.19 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 2,333 | -2.59 | 761 | -39.39 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 179,381 | 1.07 | 54,157 | -35.76 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 3,414 | 7.49 | 1,788 | 11.33 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 62 | -85.34 | 19 | -91.40 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 218,950 | 7.09 | 90,085 | -18.78 | ||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 521,372 | -49.45 | 157,407 | -67.87 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 932 | -24.66 | 291 | -55.18 | ||||
| 2025-08-13 | 13F | 世代资本管理有限公司 | 2,471 | 771 | ||||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 9,531 | -6.68 | 2,974 | -44.42 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 125 | 0.81 | 65 | 4.84 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 14,113 | -42.38 | 4,403 | -65.68 | ||||
| 2025-08-26 | NP | TGRW - T. Rowe 价格增长股票 ETF 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 | 4,909 | -12.79 | 1,531 | -48.07 | ||||
| 2025-09-03 | 13F | 美国信托 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 17,223 | 9.16 | 7,086 | -17.21 | ||||
| 2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 100 | 2.04 | 31 | -39.22 | ||||
| 2025-05-30 | NP | INSAX - Catalyst 内部购买基金 A 类 | 170 | 0.00 | 89 | 4.71 | ||||
| 2025-08-13 | 13F | 独立家族办公室有限责任公司 | 690 | 16.95 | 215 | -30.42 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 4,352 | -4.54 | 2,279 | -1.17 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | Epiq 合作伙伴有限公司 | 3,550 | 77.50 | 1,107 | 5.73 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | Call | 234,000 | 73 | |||||
| 2025-06-05 | NP | GTCEX - 战略股票投资组合 | 6,393 | -5.27 | 2,630 | -28.16 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 572 | 10.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 4 | 0.00 | 1 | -50.00 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 1,523 | -19.12 | 475 | -51.83 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,501 | -9.22 | 780 | -45.91 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 2,586 | 0.04 | 807 | -40.43 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 4,020 | -6.58 | 1,254 | -44.34 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 10,360 | 4.87 | 3,232 | -37.53 | ||||
| 2025-05-05 | 13F | PCA投资咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 100 | 31 | |||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 146 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 183,254 | -8.38 | 57,170 | -45.43 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 614 | 0.66 | 192 | -40.13 | ||||
| 2025-07-07 | 13F | 泰勒摩根财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 23,768 | 36.14 | 7,415 | -18.91 | ||||
| 2025-05-23 | NP | LEQAX - LoCorr 动态股票基金 A 类 | Short | -870 | -1,840.00 | -456 | -2,494.74 | |||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 7,883 | -2.56 | 2,459 | -41.96 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,494 | -13.19 | 466 | -48.28 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 87 | 6.10 | 27 | -37.21 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 3,539 | 29.16 | 1,104 | 110,200.00 | ||||
| 2025-08-25 | NP | GDGIX - Sit 全球股息增长基金 - I 类 | 2,580 | 0.00 | 805 | -40.49 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 63,545 | -3.88 | 20 | -44.12 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 44,809 | -2.21 | 18,436 | -25.84 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 11,299 | -46.00 | 3,525 | -67.85 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 2,784 | -11.56 | 869 | -47.33 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 1,263 | -9.53 | 0 | |||||
| 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 | 29,646 | 40.47 | 12,198 | 12.94 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 9,098 | 1,122.85 | 2,838 | 629.56 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 16,233 | -55.15 | 5,064 | -73.28 | ||||
| 2025-07-28 | 13F | 刚玉信托公司 | 1,508 | -6.91 | 470 | -44.58 | ||||
| 2025-06-26 | NP | 克拉夫全球股票基金 | 3,300 | -10.81 | 1,358 | -32.39 | ||||
| 2025-08-25 | NP | REDWX - 渴望红木基金 | 10,457 | 0.00 | 3,262 | -40.43 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clg有限责任公司 | 1,655 | 9.39 | 516 | -34.85 | ||||
| 2025-06-26 | NP | FLPSX - 富达低价股票基金 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 | 519,609 | -32.86 | 213,788 | -49.08 | ||||
| 2025-07-07 | 13F | 佛得资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,406 | 20.38 | 439 | -28.31 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,768 | 17.94 | 864 | -29.78 | ||||
| 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 | 169,520 | 22.07 | 52,885 | -27.29 | ||||
| 2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 7,528 | 148.53 | 2,273 | 58.00 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,386 | -1.84 | 432 | -41.54 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 71 | -79.42 | 22 | -87.78 | ||||
| 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 | 14,627 | -30.08 | 6,018 | -46.97 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 1,373 | 23.03 | 424 | -27.40 | ||||
| 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 | 35 | 16.67 | 14 | -12.50 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 7,111 | -2.21 | 2,219 | -41.75 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 阿恩霍德有限责任公司 | 73,213 | 52.33 | 22,840 | -9.26 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 7,461 | -3.58 | 2,328 | -42.57 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 6,537 | 162.21 | 2,039 | 56.25 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 127,400 | -41.40 | 39,745 | -65.09 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 5,137 | 0.04 | 1,603 | -27.08 | ||||
| 2025-07-30 | NP | ALSMX - Archer 多股基金 | 328 | 43.86 | 99 | -8.33 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 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 | 5,451 | -3.76 | 1,701 | -42.68 | ||||
| 2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 3,951 | 14.99 | 2,069 | 19.04 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 2,368 | 6.57 | 739 | -36.54 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 66,000 | 180.85 | 21 | 66.67 | ||||
| 2025-07-16 | 13F | 费希尔金融服务公司 | 8,134 | -4.35 | 2,531 | -43.20 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 241,562 | -56.23 | 75 | -74.05 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,461,464 | 5.62 | 455,933 | -37.09 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,938 | 4.98 | 587 | -39.34 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | RiverGlades 家族办公室有限责任公司 | 1,800 | 12.50 | 562 | -33.05 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 656 | -8.64 | 205 | -45.60 | ||||
| 2025-07-30 | 13F | 平行顾问有限责任公司 | 5,102 | 0.45 | 1,592 | -40.19 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 42,324 | -41.10 | 13,204 | -64.92 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 6,427 | -51.54 | 2,005 | -71.13 | ||||
| 2025-08-11 | 13F | Birnam Oak Advisors, LP | Put | 0 | -100.00 | 0 | ||||
| 2025-04-16 | 13F | 金石金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 托丽有限公司 | 49,337 | 126.34 | 15,392 | 34.82 | ||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 3,018 | 35.82 | 1,581 | 40.57 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 835 | 0.00 | 260 | -40.50 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,600 | 0.00 | 1,389 | -36.45 | ||||
| 2025-08-11 | 13F | 兰达斯公司 /wi /adv | 653 | 0.00 | 204 | -40.35 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 6,823 | -89.72 | 2,129 | -93.88 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 151,082 | -0.82 | 47,133 | -40.92 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 10,654 | 5.80 | 3,324 | -36.99 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 13,154 | -42.02 | 4,214 | -58.47 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 609 | 89.13 | 190 | 13.10 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 6,847 | -13.73 | 2,136 | -48.62 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 1,414,934 | 64.68 | 441,415 | -1.91 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 1,363 | 425 | ||||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 43 | -34.85 | 13 | -61.76 | ||||
| 2025-08-14 | 13F | 安盛公司 | 293,176 | -34.63 | 91,462 | -61.06 | ||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316,900 | 582.18 | 98,863 | 320.71 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 587 | 12.88 | 242 | -14.54 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 2,000 | 624 | |||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 202 | 197.06 | 63 | 80.00 | ||||
| 2025-07-24 | 13F | 桦木资本管理有限责任公司 | 6,441 | -1.68 | 2,009 | -41.45 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 931 | -43.78 | 290 | -66.55 | ||||
| 2025-08-12 | 13F/A | 罗维达顾问公司 | 15,000 | 4,677 | ||||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 10,738,474 | -4.08 | 3,350,082 | -42.86 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Call | 62 | ||||||
| 2025-05-28 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 311 | -70.30 | 163 | -69.38 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 2,106 | 657 | ||||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 952 | -2.56 | 297 | -42.07 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,157,412 | -30.60 | 1,296,988 | -58.66 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 624 | 499.04 | |||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 1,030 | 70.25 | 424 | 28.96 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 17,350 | -19.77 | 5,413 | -52.22 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 24,417 | 1.24 | 8 | -41.67 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 2,081 | 14.40 | 649 | -31.83 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 789,887 | 325.17 | 246,421 | 153.25 | ||||
| 2025-04-25 | NP | FEGKX - 富达股票增长K6基金 | 550 | -77.99 | 261 | -82.87 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,491 | 78.04 | 5,281 | 13.16 | ||||
| 2025-08-14 | 13F | 范登伯格管理公司 | 18,843 | 87.49 | 5,878 | 11.69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 28,017 | -3.26 | 8,740 | -42.37 | ||||
| 2025-08-14 | 13F | 探索资本管理有限公司/CT | 84,100 | 13.01 | 26,237 | -32.69 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 12,655 | 0.00 | 3,948 | -40.45 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,983 | -3.74 | 619 | -42.67 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 11,328 | 4,720.43 | 3,534 | 2,772.36 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,097 | -11.36 | 16,253 | -47.21 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 41,095 | 13.78 | 12,821 | -32.23 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 787 | -17.25 | 246 | -50.70 | ||||
| 2025-08-05 | 13F | KDT 顾问有限公司 | 685 | -0.29 | 214 | -40.67 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 1,719 | -4.02 | 536 | -42.86 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 8,126 | 55.64 | 2,532 | -7.43 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 36,200 | 277.08 | 11,293 | 124.60 | |||
| 2025-08-05 | 13F | 百年银行/AR/ | 544 | -33.58 | 170 | -60.51 | ||||
| 2025-08-06 | 13F | Aspetuck 财务管理有限责任公司 | 1,254 | -4.20 | 391 | -42.92 | ||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 663 | 207 | ||||||
| 2025-05-27 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 5,081 | -0.94 | 2,661 | 2.58 | ||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 711 | -20.29 | 222 | -52.58 | ||||
| 2025-07-30 | 13F | 第一州际银行 | 11,054 | -2.38 | 3,449 | -41.85 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 868 | 0.46 | 271 | -40.27 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 4,375 | -0.95 | 1,365 | -41.03 | ||||
| 2025-04-29 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | BKWO - 纽约梅隆银行女性机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | NP | EPGAX - 富达顾问股票增长基金 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 | 27,500 | -85.53 | 13,061 | -88.73 | ||||
| 2025-07-29 | NP | JGRW-詹森质量增长ETF | 4,642 | -24.78 | 1,401 | -52.18 | ||||
| 2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 660 | 69.23 | 206 | 0.49 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 89,029 | 103.69 | 27,774 | 21.33 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 87,748 | 5.02 | 27,375 | -37.45 | ||||
| 2025-08-04 | 13F | 雷德财富有限责任公司 | 2,892 | -9.17 | 902 | -45.89 | ||||
| 2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | NQGAX - Nuveen NWQ 全球股票收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,804 | -3.41 | 875 | -42.50 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 7,163 | -3.42 | 2,235 | -42.48 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 合作伙伴医疗保健投资组合 A 类 | 47,504 | 0.00 | 14,820 | -40.44 | ||||
| 2025-08-14 | 13F | 资本与规划有限责任公司 | 4,023 | 39.74 | 1,255 | -16.84 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 2,668 | -29.25 | 832 | -57.87 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 63,898 | 0.00 | 19,291 | -36.43 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 664 | -33.27 | 207 | -60.27 | ||||
| 2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 378 | -29.08 | 114 | -54.94 | ||||
| 2025-08-08 | 13F | 创意策划 | Call | 100 | 3 | |||||
| 2025-07-29 | 13F | 私人信托公司 | 5,998 | -22.78 | 1,871 | -54.00 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 61,680 | 4.22 | 19,242 | -37.93 | ||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 25,740 | -54.00 | 8,030 | -72.60 | ||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | LGVAX - ClearBridge 价值信托 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 | 205,000 | 0.00 | 84,345 | -24.16 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理全球多元化股票收益基金 | 20,446 | 0.00 | 8,412 | -24.15 | ||||
| 2025-06-24 | NP | TNRAX - 1290 Avantis 美国大盘成长基金 A 类 | 244 | 0.00 | 100 | -24.24 | ||||
| 2025-08-26 | NP | FMSGX - Frontier MFG 全球可持续基金机构类别股票 | 3,612 | 60.82 | 1,127 | -4.25 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 8,769 | 42.77 | 2,736 | -14.96 | ||||
| 2025-07-21 | 13F | 柯伦金融合作伙伴有限责任公司 | 962 | 27.25 | 300 | -24.24 | ||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 1,089 | -84.84 | 355 | -90.55 | ||||
| 2025-07-30 | NP | BFSIX - BFS 股票基金机构类 | 2,500 | 0.00 | 755 | -36.48 | ||||
| 2025-07-24 | 13F | M.克劳斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 9,110 | -96.39 | 2,842 | -97.85 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 877,197 | -1.09 | 273,659 | -41.08 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 293 | 96.64 | 121 | 50.00 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 126,845 | 42.74 | 39,572 | -14.98 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 1,191 | -4.18 | 490 | -27.30 | ||||
| 2025-05-27 | NP | BHCFX - 男爵医疗保健基金 | 35,000 | 7.69 | 18,331 | 11.50 | ||||
| 2025-04-25 | 13F | 遗产财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 508 | 504.76 | 159 | 259.09 | ||||
| 2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 4,674 | 5.46 | 1,458 | -37.18 | ||||
| 2025-07-29 | NP | SHRAX - ClearBridge 积极增长基金 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 | 114,596 | -51.56 | 34,598 | -69.21 | ||||
| 2025-08-13 | 13F | 第1832章 | 152,807 | -87.56 | 47,671 | -92.59 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 3,261 | -20.07 | 977 | -60.03 | ||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 2,393 | -10.34 | 746 | -46.64 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 9,595 | 2,993 | ||||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 杰赛普财富管理公司 | 6,449 | 1.56 | 2,012 | -39.52 | ||||
| 2025-07-25 | 13F | AdviceOne 咨询服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 42,927 | -6.76 | 13,392 | -44.46 | ||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 1,575 | -76.75 | 491 | -86.16 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 3,667 | -2.65 | 1,144 | -42.04 | ||||
| 2025-08-14 | 13F | 皂石管理有限公司 | 8,500 | 2,652 | ||||||
| 2025-05-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 25,434 | -0.64 | 10,465 | -24.65 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 2,586 | -7.74 | 807 | -45.10 | ||||
| 2025-08-13 | 13F | 亨德肖特投资公司 | 37,066 | -17.33 | 11,563 | -50.76 | ||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 2,956 | 2.32 | 1 | -100.00 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 10,579 | -8.54 | 3,300 | -45.53 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 1,304 | -19.90 | 407 | -52.35 | ||||
| 2025-07-07 | 13F | 第一公民金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 墨菲波拉德资产管理有限责任公司 | 4,425 | 21.77 | 1,380 | -27.48 | ||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | GLRBX - James Balanced：金彩虹基金零售类 | 5,000 | 0.00 | 2,619 | 3.52 | ||||
| 2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 1,707 | -49.87 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | 劳尔财富有限责任公司 | 1,202 | 303 | ||||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 6,836 | 59.12 | 2,133 | -5.24 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 39,046 | 1.98 | 16,065 | -22.65 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 194,757 | 0.00 | 60,758 | -40.44 | ||||
| 2025-08-28 | NP | Elevation Series Trust - Opal股息收入ETF | 29,455 | 9,189 | ||||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 8,703 | 43.52 | 3,581 | 8.85 | ||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 贝莱德公司 | 75,312,087 | 1.38 | 23,495,112 | -39.62 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 4,816 | -4.35 | 1,502 | -43.02 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 5,804 | -11.27 | 1,811 | -47.15 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 511 | -6.58 | 159 | -44.41 | ||||
| 2025-07-18 | 13F | 自由资本管理公司 | 14,780 | 5.17 | 4,611 | -37.36 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 1,105 | 24.30 | 345 | -26.02 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 23,568 | 7,353 | ||||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 30,496 | 70.24 | 12,547 | 29.11 | ||||
| 2025-06-27 | NP | BBLIX - BBH Select 系列 - 大盘基金 I 类股票 | 17,460 | 0.00 | 7,184 | -24.16 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 15,376 | 45.48 | 4,797 | -13.35 | ||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 27,293 | -12.72 | 8,515 | -48.02 | ||||
| 2025-08-07 | 13F | 格兰奇资本有限责任公司 | 727 | -42.94 | 227 | -66.12 | ||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 6,269 | -2.08 | 1,956 | -41.69 | ||||
| 2025-07-17 | 13F | Enclave 顾问有限公司 | 3,299 | 5.47 | 1,029 | -37.18 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 8,837 | 114.28 | 2,668 | 36.21 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 447 | -88.94 | 139 | -93.43 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 191 | 1.06 | 60 | -40.40 | ||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,833 | -3.68 | 572 | -42.67 | ||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 2,396 | -7.95 | 747 | -45.19 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 824 | -21.52 | 257 | -53.45 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 944 | -18.55 | 295 | -51.57 | ||||
| 2025-07-30 | NP | ARSKX - 阿切尔股票基金 | 1,280 | 18.52 | 386 | -24.61 | ||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 1,700 | -63.61 | 530 | -78.33 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 25,700 | -38.81 | 8,018 | -63.55 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 54 | -48.08 | 17 | -70.37 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 11,354 | 1.29 | 3,542 | -39.66 | ||||
| 2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 230,191 | 19.59 | 71,813 | -28.77 | ||||
| 2025-08-13 | 13F | 芬德利公园合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 58,667 | 26.75 | 14,354 | -40.79 | ||||
| 2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,136 | -9.48 | 467 | -34.04 | ||||
| 2025-05-14 | 13F | 迪克森·米切尔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 1,097 | 0 | ||||||
| 2025-08-06 | 13F | 地平线投资服务有限责任公司 | 3,365 | -4.21 | 1,050 | -42.93 | ||||
| 2025-08-28 | NP | MNRGX - 成长基金 | 1,030 | -5.59 | 321 | -43.78 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 9,037 | -57.87 | 2,819 | -74.91 | ||||
| 2025-08-28 | NP | TWVLX - 价值基金投资者类别 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 | 70,715 | 22,061 | ||||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 13,785 | 53.99 | 4,301 | -8.28 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 113,432 | 0.41 | 35,387 | -40.19 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 10,877 | 0.31 | 3,393 | -40.24 | ||||
| 2025-08-14 | 13F | 选择资产管理及信托 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 34,557 | 2.64 | 14,218 | -22.15 | ||||
| 2025-07-08 | NP | WSACX - Wellington Shields 全盘基金机构股票 | 1,800 | 0.00 | 543 | -36.42 | ||||
| 2025-07-09 | 13F | 塔点财富有限责任公司 | 678 | -4.91 | 212 | -43.43 | ||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 里奇克莱斯特财富合作伙伴有限公司 | 707 | -27.93 | 221 | -57.12 | ||||
| 2025-07-23 | 13F | 科恩资本管理公司 | 50,417 | 0.95 | 15,729 | -39.87 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 63,476 | 6.13 | 26,117 | -19.51 | ||||
| 2025-07-10 | 13F | 韦伯斯特罗杰斯财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 3,010 | 147.33 | 939 | 47.41 | ||||
| 2025-08-12 | 13F | HFR 财富管理有限责任公司 | 1,090 | 0.00 | 340 | -40.35 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 124,444 | -5.59 | 38,823 | -43.77 | ||||
| 2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 173,722 | -62.49 | 71,476 | -71.55 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 365,617 | 5.70 | 114,062 | -37.04 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 24,898 | 3.41 | 7,767 | -38.41 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 1,651 | 107.93 | 515 | 23.80 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 73,624 | -1.34 | 22,968 | -41.23 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 38,418 | -19.89 | 11,985 | -52.28 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 53,507 | 15.48 | 16,693 | -31.21 | ||||
| 2025-08-14 | 13F | 游戏溪资本有限合伙人 | 7,450 | 2,324 | ||||||
| 2025-08-14 | 13F | 七英里咨询 | 1,169 | -30.95 | 365 | -58.92 | ||||
| 2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 409 | -77.33 | 214 | -76.54 | ||||
| 2025-05-30 | NP | JAVAX - 詹姆斯积极分配基金 | 610 | 0.00 | 319 | 3.57 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 14,406 | -68.94 | 4,494 | -81.50 | ||||
| 2025-07-09 | 13F | Heritage 家族办公室有限责任公司 | 2,921 | 0.00 | 1,507 | -1.44 | ||||
| 2025-07-10 | 13F | 管理顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 1,622 | -20.65 | 506 | -52.71 | ||||
| 2025-05-27 | NP | GEIZX - 成长股票指数基金投资者 | 738 | 7.58 | 387 | 11.24 | ||||
| 2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 15,687 | -10.09 | 4,894 | -46.45 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 1,653 | 138.87 | 516 | 42.27 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 1,280 | 13.17 | 399 | -14.19 | ||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 16,720 | 2.46 | 5,216 | -36.81 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 466 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | 新视角公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JGQYX - 詹森全球质量增长基金 - Y 股 | 2,990 | 0.00 | 903 | -36.48 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 562 | -96.51 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 诺蒂斯·麦康纳蒂·爱德华 | 8,837 | 11.92 | 2,757 | -33.35 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 1,372 | 0.66 | 428 | -40.11 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 4,167 | 13.79 | 1,300 | -32.24 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 107,700 | 400.93 | 33,599 | 198.39 | |||
| 2025-07-14 | 13F | 健康投资合作伙伴公司 | 13,727 | -46.76 | 2,487 | -81.59 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 126,982 | 225.13 | 39,615 | 93.66 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 135,300 | 316.31 | 42,210 | 147.98 | |||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 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 | 35,918 | 10.43 | 11,205 | -34.23 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 2,905 | 227.88 | 906 | 95.26 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,622 | 4.84 | 792 | -33.36 | ||||
| 2025-05-14 | 13F | 家庭财富集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 6,979 | 12.56 | 2,107 | -28.43 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 2,363 | 884.58 | 737 | 489.60 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 20,105 | 23.42 | 6,272 | -26.48 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 19,158 | 65.86 | 5,977 | -1.21 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 666 | 36.20 | 201 | -13.36 | ||||
| 2025-08-12 | 13F | Accordant 咨询集团 | 2 | 1 | ||||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 咨询资源组 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 5,505 | -0.29 | 2,883 | 3.26 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 8,642 | 50.43 | 2,696 | -10.37 | ||||
| 2025-07-24 | 13F | 阿克蒂姆公司 | 263,367 | 2.40 | 82 | -38.81 | ||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 1,046 | 2.85 | 326 | -38.72 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 88,430 | 0.49 | 27,588 | -40.15 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 665 | 39.41 | 207 | -16.87 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 253,360 | 1,726.15 | 6,281 | -13.56 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 21,403 | -1.15 | 6,677 | -41.11 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 3,635 | 6.85 | 1,134 | -36.33 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 1,261 | -56.18 | 390 | -74.12 | ||||
| 2025-07-15 | 13F | 克拉鲁斯集团公司 | 942 | -49.38 | 294 | -69.92 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 2,625 | 0.96 | 793 | -35.82 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 1,486 | -16.33 | 464 | -50.22 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 287,459 | 89,679 | ||||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 11,396 | 14.38 | 4,689 | -13.25 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 1,784,700 | 249.87 | 556,773 | 108.40 | |||
| 2025-05-27 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 27,103 | -4.37 | 14,195 | -0.98 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 2,956,400 | 394.88 | 922,308 | 194.77 | |||
| 2025-08-25 | NP | IESGX - Sit ESG 成长基金 - I 类 | 500 | 0.00 | 156 | -40.61 | ||||
| 2025-04-25 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 1,149 | 0.00 | 546 | -22.25 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 71,375 | 4.90 | 18,969 | -42.50 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 40,500 | 46.21 | 12,635 | -12.91 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 4,897,686 | -1.67 | 1,527,899 | -40.56 | ||||
| 2025-07-28 | NP | FLV - 美国世纪专注大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,750 | 124.60 | 2,944 | 42.79 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 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 | 24,556 | 27.03 | 10,103 | -3.65 | ||||
| 2025-07-30 | NP | EGGS - NestYield 总回报保护 ETF | 1,253 | 378 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 25,000 | 11.11 | 13,094 | 15.04 | |||
| 2025-07-30 | NP | EGGY - NestYield 动态收入 ETF | 1,235 | 373 | ||||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 2,386 | 13.56 | 744 | -32.36 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 15,206 | 36.78 | 4,742 | -18.64 | ||||
| 2025-05-15 | 13F | CSS 有限公司/il | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 尖峰财富管理 | 16,594 | -46.84 | 5,168 | -68.39 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 195,339 | -48.64 | 60,940 | -69.41 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 451,425 | 3.88 | 236,434 | 7.55 | ||||
| 2025-05-15 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | 莫林财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 203 | 63 | ||||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Mirabaud资产管理有限公司 | 14,851 | 13.32 | 4,591 | -32.12 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 151,667 | -3.30 | 47,316 | -42.40 | ||||
| 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 | 8,788 | -15.77 | 2,742 | -49.84 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 14,171 | -33.67 | 4,421 | -60.50 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 18,316 | 0.87 | 5,714 | -39.92 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 15,000 | 4,680 | |||||
| 2025-08-14 | 13F | 采石场LP | 269 | 195.60 | 84 | 76.60 | ||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 2,758 | 63.20 | 861 | -2.82 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 28,798 | 14.56 | 8,984 | -31.76 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 76,575 | 1,043.25 | 23,889 | 580.99 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 马拉加湾资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,351 | -1.10 | 422 | -41.12 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 10,825 | 30.86 | 3,377 | -22.05 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 39,097 | -66.59 | 12,197 | -80.10 | ||||
| 2025-08-12 | 13F | 新世界顾问有限责任公司 | 950 | 84.47 | 296 | 10.04 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 3,978 | -2.33 | 1,241 | -41.84 | ||||
| 2025-04-24 | NP | BWTG - 布伦丹·伍德 TopGun ETF | 1,008 | 60.25 | 479 | 24.80 | ||||
| 2025-07-30 | NP | Monteagle Funds - Monteagle 增强型股票收益基金机构类别 | 900 | 0.00 | 272 | -36.53 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 1,072 | 63.17 | 302 | -12.21 | ||||
| 2025-05-15 | 13F | 第一联邦金融公司 /pa/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 27,077 | 0.00 | 8,447 | -40.43 | ||||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 24,747 | -8.21 | 7,720 | -45.33 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | EFG 资产管理（美洲）公司 | 3,089 | -82.13 | 964 | -89.36 | ||||
| 2025-08-22 | NP | FFIDX - 富达基金 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 | 85,300 | -49.26 | 26,611 | -69.77 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 46,414 | -5.71 | 14,480 | -43.84 | ||||
| 2025-08-12 | 13F | 哈弗福德金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 草原伍德资本有限责任公司 | 1,342 | 6.00 | 419 | -36.95 | ||||
| 2025-05-30 | NP | PEFIX - PIMCO RAE PLUS EMG 机构基金 | 371 | -85.56 | 194 | -85.07 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 1,368 | -76.46 | 427 | -86.00 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 608,217 | -26.96 | 189,745 | -56.50 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 13,887 | -55.97 | 4,332 | -73.78 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 21,575 | 8.99 | 6,731 | -35.08 | ||||
| 2025-08-27 | NP | TFOAX - 试金石重点基金 A | 54,266 | -19.52 | 16,929 | -52.06 | ||||
| 2025-05-14 | 13F | 纳帕财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RPXFX - RiverPark 大型增长基金零售类 | 2,264 | 7.55 | 706 | -35.93 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类 | 124,370 | 0.00 | 51,171 | -24.16 | ||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 22,785 | 7,108 | ||||||
| 2025-07-30 | NP | EGGQ-NestYield 远见ETF | 2,052 | 620 | ||||||
| 2025-07-23 | 13F | ETF 投资组合合作伙伴公司 | 809 | 0.00 | 252 | -40.43 | ||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 20,657 | -15.30 | 6,444 | -49.55 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,628 | -12.25 | 820 | -47.77 | ||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 1,389 | 1.31 | 433 | -39.69 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 1,035 | -5.39 | 542 | -1.99 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Levin 大盘价值服务副总裁 | 3,578 | -1.76 | 1,116 | -41.48 | ||||
| 2025-04-29 | 13F | 佩森公司 | 48,746 | -6.89 | 25,531 | -3.60 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 10,094 | 90.56 | 3,149 | 13.52 | ||||
| 2025-08-22 | NP | SDGAX - DWS资本成长基金A类 | 25,104 | -44.66 | 7,832 | -67.04 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 1,542 | -27.57 | 481 | -56.86 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 298,654 | -66.71 | 90,167 | -78.84 | ||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | NP | SIBAX - 坐平衡基金 | 1,900 | 0.00 | 593 | -40.50 | ||||
| 2025-08-13 | 13F | 河公园资本管理有限公司 | 2,960 | 8.94 | 923 | -35.14 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 242,360 | -11.73 | 75,609 | -47.42 | ||||
| 2025-08-25 | NP | SNIGX - Sit 大盘成长基金公司 | 10,125 | 0.00 | 3,159 | -40.44 | ||||
| 2025-07-10 | 13F | Stonekeep 投资有限责任公司 | 946 | 7.74 | 295 | -35.73 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 45 | -32.84 | 0 | |||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 5,093 | 0.00 | 1,589 | -40.46 | ||||
| 2025-07-29 | 13F | WS 投资组合咨询有限责任公司 | 162 | -73.53 | 51 | -82.64 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,693 | -31.23 | 528 | -59.04 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 10,825 | 16.66 | 3,377 | -30.50 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 1,057,160 | 16.60 | 329,802 | -30.55 | ||||
| 2025-04-24 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 275,857 | 0.42 | 113,499 | -23.84 | ||||
| 2025-08-14 | 13F | 8 节管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-09-09 | 13F | 剑桥金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 1,969 | 10,838.89 | 614 | 6,722.22 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 15,118 | -24.38 | 4,716 | -54.96 | ||||
| 2025-06-26 | NP | FLKSX - 富达低价股票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 | 87,466 | -29.00 | 35,987 | -46.15 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 华侨银行 | 52,573 | 15.28 | 16,374 | -31.39 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 25,311 | 7,896 | ||||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 5,190 | 2 | ||||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 483,519 | 189.82 | 198,939 | 119.81 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 8,689 | -88.73 | 2,711 | -93.29 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 348,834 | 37.09 | 108,826 | -18.34 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | Call | 100,000 | 31 | |||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 9,549 | -9.06 | 2,979 | -45.83 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,847 | -64.66 | 3,577 | -77.54 | ||||
| 2025-08-07 | 13F | 联盟财富管理集团 | 741 | 231 | ||||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 139,686 | -35.11 | 57,472 | -50.78 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 13,433 | -72.43 | 4,191 | -83.58 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 664,952 | -11.51 | 207,445 | -47.29 | ||||
| 2025-07-18 | 13F | TruNorth 资本管理有限公司 | 134 | -57.86 | 42 | -75.30 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,667,395 | -25.56 | 520,144 | -55.66 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 33,448 | 90.20 | 13,762 | 44.25 | ||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 13,071 | 59.60 | 4,078 | -4.94 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 198,339 | -81.61 | 61,876 | -89.05 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 317,193 | 6.01 | 99 | -37.18 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,063,168 | 1.30 | 331,677 | -39.66 | ||||
| 2025-07-17 | 13F | 芥菜籽金融有限责任公司 | 675 | 0.00 | 211 | -40.51 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 125,372 | 39,112 | ||||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,659 | -5.00 | 13,932 | -43.41 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 3,784 | -85.17 | 1,180 | -91.17 | ||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 75,497 | 3.54 | 31,062 | -21.47 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DRFAX - 戴维斯研究基金 A 类 | 340 | -44.72 | 140 | -58.26 | ||||
| 2025-03-26 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 18,404 | -18.70 | 9,984 | -21.87 | ||||
| 2025-08-26 | NP | IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV | 21,846 | -15.97 | 6,815 | -49.95 | ||||
| 2025-05-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 2,356 | 7.63 | 1,234 | 11.38 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 1,263 | 11.08 | 378 | -36.47 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 57 | -8.06 | 18 | -46.87 | ||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 4,510 | 57.53 | 1,407 | -6.20 | ||||
| 2025-05-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 141,604 | 6.31 | 42,752 | -32.43 | ||||
| 2025-07-16 | 13F | 利特尔约翰金融服务有限公司 | 697 | -83.16 | 217 | -89.99 | ||||
| 2025-05-22 | 13F/A | 罗林斯财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 2,680 | 18.06 | 836 | -29.77 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 19,990 | 5.41 | 6,236 | -37.21 | ||||
| 2025-04-28 | 13F | 史密斯集团资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AUXAX - 奥克斯焦点基金A股 | 27,855 | 1.87 | 8,690 | -39.33 | ||||
| 2025-07-10 | 13F | 斯托尔珀公司 | 15,915 | -1.12 | 5 | -50.00 | ||||
| 2025-08-14 | 13F | LM 顾问有限责任公司 | 3,255 | 7.89 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 8,077 | 1.24 | 2,520 | -39.71 | ||||
| 2025-05-28 | NP | IIAX - 大盘股票基金类 AMF | 2,892 | 0.00 | 1,515 | 3.56 | ||||
| 2025-08-14 | 13F | 海伯利安资本顾问公司 | 25,362 | 3.62 | 7,912 | -38.28 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 76,400 | -32.98 | 23,835 | -60.08 | ||||
| 2025-07-22 | 13F | 玻璃山顾问公司 | 5,860 | -36.28 | 1,828 | -62.04 | ||||
| 2025-08-25 | NP | MEIFX - MERIDIAN 增强型股票基金传统类 | 800 | 250 | ||||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 306 | 0.33 | 160 | 3.90 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 3,050 | -92.60 | 952 | -95.59 | ||||
| 2025-08-26 | NP | BTEFX - 波士顿信托股票基金 | 6,200 | -39.22 | 1,934 | -63.80 | ||||
| 2025-05-12 | 13F | 第二幕投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 卢森堡银行 | 15,306 | -0.30 | 8,017 | -0.30 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 1,180 | -13.74 | 368 | -48.60 | ||||
| 2025-07-24 | 13F | MSH资本顾问有限公司 | 3,232 | 249.41 | 1,008 | 108.26 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 1,761 | -31.56 | 550 | -59.24 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 55,927 | -27.54 | 17,448 | -56.84 | ||||
| 2025-07-11 | 13F | 赛普拉斯财务规划有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | KBC 集团 | 651,552 | -19.12 | 203 | -51.78 | ||||
| 2025-08-07 | 13F | 梅波特有限公司 | 751 | -10.70 | 234 | -46.82 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 79,172 | -1.41 | 24,699 | -41.27 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 2,795 | -52.94 | 873 | -71.96 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 36 | 15 | ||||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 318,000 | -21.62 | 99,206 | -53.31 | |||
| 2025-08-14 | 13F | 瑞银集团 | 4,405,182 | -19.83 | 1,374,285 | -52.25 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 644 | 30.36 | 201 | -22.48 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 369,560 | 64.21 | 115,292 | -2.19 | |||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 2,873 | -2.41 | 896 | -41.86 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 13,558 | -34.97 | 4,230 | -61.27 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 10,478 | 22.26 | 3,269 | -27.18 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 909 | 274 | ||||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 7,110 | 9.98 | 2,218 | -34.48 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 180,600 | 10.39 | 56 | -34.12 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 12,860 | -0.15 | 4,012 | -40.53 | ||||
| 2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 78,913 | 35.53 | 24,618 | -19.27 | ||||
| 2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 1,220 | -2.87 | 344 | -35.58 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 1,984,371 | -9.40 | 619,064 | -46.03 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,706,404 | 0.66 | 515,180 | -36.02 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 4,412 | 217.18 | 1,376 | 79.87 | ||||
| 2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 704 | -51.41 | 220 | -71.11 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 5,322 | -96.96 | 1,660 | -98.19 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 3,401 | 44.97 | 1,399 | 9.98 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 1,147 | 101.94 | 358 | 20.20 | ||||
| 2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 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 | 16,649 | 19.45 | 5,194 | -28.86 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 82 | 0.00 | 25 | -36.84 | ||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 946 | 16.65 | 295 | -30.42 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 1,971 | -8.88 | 615 | -45.76 | ||||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 2,111 | 659 | ||||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 13,766 | 7.49 | 7,210 | 11.28 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 348,953 | 38.53 | 108,863 | -17.48 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 4,513,711 | -39.25 | 1,362,734 | -61.38 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 6,036 | -8.77 | 1,883 | -45.66 | ||||
| 2025-08-13 | 13F | 塞壬有限责任公司 | 5,076 | 1,584 | ||||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 729 | 2.10 | 238 | -12.55 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 18,885 | -1.00 | 5,892 | -41.03 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 113 | -94.92 | 35 | -96.99 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 185,265 | -42.03 | 57,797 | -65.47 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 56,269 | -1.67 | 16,988 | -37.49 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 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 | 38,397 | 255.63 | 11,592 | 126.05 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 996 | -63.74 | 311 | -78.44 | ||||
| 2025-07-17 | 13F | 新约信托公司，北美 | 1,041 | -5.45 | 322 | -43.49 | ||||
| 2025-08-12 | 13F | 鲍伊资本管理有限公司 | 243,227 | 1.15 | 75,880 | -39.75 | ||||
| 2025-08-14 | 13F | NCP 公司 | 976 | 3,653.85 | 304 | 2,238.46 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 49,549 | 95.65 | 15,458 | 16.53 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 289,107 | 1.11 | 90,193 | -39.77 | ||||
| 2025-05-30 | NP | SLGAX - SIMT 大盘基金 F 类 | 12,536 | -31.37 | 6,566 | -28.95 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 3,723 | -5.82 | 1,161 | -43.91 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,060 | 129.14 | 622 | 45.77 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 570 | -30.91 | 178 | -59.03 | ||||
| 2025-08-14 | 13F | 索雷尔合伙公司 | 187,527 | 183.70 | 58,503 | 68.99 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 26,503 | 72.06 | 8,268 | 2.49 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 223,224 | 2.50 | 4,339 | 1.10 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 8,065 | -89.69 | 2,516 | -93.86 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 7,655 | 38.10 | 2,388 | -17.74 | ||||
| 2025-07-25 | 13F | 劳森·克鲁克投资管理公司/ne | 4,081 | 0.00 | 1,273 | -40.43 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 传承财富管理公司/CA/ | 901 | -17.26 | 281 | -50.70 | ||||
| 2025-07-29 | 13F | 科豪合伙人有限公司 | 152,962 | -3.24 | 47,720 | -42.37 | ||||
| 2025-07-30 | 13F | 费尔威财富有限责任公司 | 11 | -72.50 | 3 | -85.00 | ||||
| 2025-07-07 | 13F | HMS 资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 巴林银行 | 3,448 | -34.39 | 1,076 | -60.94 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 61,895 | -8.82 | 19,309 | -45.63 | ||||
| 2025-08-28 | NP | ABRFX - AmericaFirst 每月风险规避风险基金 A 类 | 319 | 68.78 | 100 | -10.00 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 66 | 27 | ||||||
| 2025-07-18 | 13F | 中西部金融集团有限责任公司 | 938 | -23.55 | 293 | -54.52 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 城堡财富管理有限公司 | 4,005 | 85.16 | 1,249 | 10.34 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 636 | 0.00 | 199 | -40.54 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 230 | -65.10 | 0 | |||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 67 | 6.35 | 21 | -37.50 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 1,007 | 1.10 | 314 | -39.73 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 27,864 | 52.31 | 9 | -11.11 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 329 | 0.92 | 103 | -40.00 | ||||
| 2025-07-18 | 13F | 全景资本合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | MGQIX - 全球可持续产品组合 I 类 | 2,857 | -11.41 | 1,496 | -8.28 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 547,842 | -33.81 | 170,907 | -63.76 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 5,243 | 9.85 | 1,636 | -34.57 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 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 | 201,917 | 147.75 | 62,992 | 47.57 | ||||
| 2025-07-18 | 13F | 东北金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 18,400 | 1.10 | 5,740 | -39.78 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 7,221 | 6.76 | 2,253 | -36.42 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 24,910 | -3.09 | 7,771 | -42.27 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 400 | 125 | |||||
| 2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 102,597 | 32,007 | ||||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,654 | 6.30 | 516 | -36.69 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 17,251 | 29.79 | 5,382 | -22.69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Capital Group 研究投资组合 IB 类 | 15,946 | 0.00 | 4,975 | -40.44 | ||||
| 2025-07-29 | 13F | 维斯塔金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | NS合作伙伴有限公司 | 125,480 | 56.99 | 39,146 | -6.49 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 31 | 0.00 | 10 | -43.75 | ||||
| 2025-05-30 | NP | PWLBX - PIMCO RAE Worldwide 多头/空头 PLUS 基金 A 类 | 958 | -80.72 | 502 | -80.07 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 511 | 322.31 | 159 | 152.38 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 23,639 | 9.59 | 7,294 | -35.45 | ||||
| 2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 43,186 | 65.07 | 13,473 | -1.68 | ||||
| 2025-03-31 | NP | FIFNX - 富达创始人基金 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 | 1,974 | 0.00 | 1,071 | -3.95 | ||||
| 2025-08-12 | 13F | 鹰健康投资有限公司 | 60,888 | 18,995 | ||||||
| 2025-07-18 | 13F | JVL联营公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 2,541 | -69.82 | 793 | -82.04 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 2,255 | 16.00 | 1,141 | 11.98 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 1,353 | -7.27 | 422 | -44.76 | ||||
| 2025-08-27 | NP | IVINX - 常春藤全球成长基金 A 类 | 19,374 | 10.98 | 6,044 | -33.89 | ||||
| 2025-08-29 | NP | Gabelli 医疗保健与 Wellnessrx 信托基金 | 7,345 | -25.24 | 2,291 | -55.47 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 17,094 | -11.20 | 5,333 | -47.11 | ||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 52 | 188.89 | 16 | 77.78 | ||||
| 2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 464,471 | 159.16 | 144,901 | 54.37 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 3,240 | -5.59 | 1,333 | -28.37 | ||||
| 2025-07-18 | 13F | 必要资本管理有限责任公司 | 2,148 | 670 | ||||||
| 2025-06-27 | NP | NSBAX - Nuveen Santa Barbara 股息增长基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 332,856 | -2.35 | 136,950 | -25.94 | ||||
| 2025-08-12 | 13F | Lionshead 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 4,624 | 0.13 | 1,442 | -40.34 | ||||
| 2025-08-04 | 13F | 长荣财富管理有限公司 | 3,188 | 0.47 | 994 | -40.19 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 236,449 | 0.77 | 121,265 | -6.76 | ||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 5,999 | 0.62 | 1,872 | -40.07 | ||||
| 2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 15,780 | 0.00 | 4,923 | -40.44 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 33 | -64.13 | 10 | -90.83 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 4,509 | 689.67 | 1,407 | 371.81 | ||||
| 2025-07-29 | 13F | 卡顿伍德资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 2,630 | 4.86 | 820 | -37.55 | ||||
| 2025-08-05 | 13F | 麦金投资管理公司 | 8,285 | 3 | ||||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,838 | -19.77 | 574 | -50.56 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 525 | 228.12 | 216 | 151.16 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,566 | -37.08 | 1,982 | -60.01 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 2,069 | 31.28 | 645 | -21.82 | ||||
| 2025-07-17 | 13F | SC&H 财务顾问公司 | 2,267 | 1.02 | 707 | -39.83 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 1,291 | -0.15 | 403 | -40.62 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | Allianzgi Nfj 股息、利息和溢价策略基金 | 23,339 | -38.87 | 9,603 | -53.64 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 55,651 | 66.34 | 13,888 | -20.74 | ||||
| 2025-05-29 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 18,886 | -6.39 | 9,892 | -3.08 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 1,687 | -6.12 | 526 | -44.04 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 189,817 | -5.45 | 59 | -43.81 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 599 | -79.14 | 314 | -78.59 | ||||
| 2025-08-05 | 13F | 塔克雷斯特资本管理公司 | 756 | 236 | ||||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 123,564 | -4.22 | 50,839 | -27.36 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 143,818 | -9.02 | 44,867 | -45.81 | ||||
| 2025-08-12 | 13F | Ci投资公司 | Call | 203 | 111.46 | 0 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 4,003 | 81.05 | 1,249 | 7.77 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 790,211 | -14.32 | 247 | -49.07 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 美国APG资产管理公司 | 19,083 | 0.00 | 6,224 | -37.66 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 640,880 | 2.68 | 199,935 | -38.84 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 68,216 | 799.35 | 21,281 | 435.78 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 1,041 | -13.39 | 325 | -48.49 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 2,347 | 51.52 | 732 | -9.74 | ||||
| 2025-04-08 | 13F | 私人客户服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 306 | -2.86 | 95 | -42.07 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-19 | 13F | 怀俄明州 | 2,294 | 66.96 | 716 | -0.56 | ||||
| 2025-05-14 | 13F | 梅蒂奇集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EVUAX - 富国银行公用事业和电信基金 A 类 | 8,001 | 0.00 | 2,496 | -40.43 | ||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 基本价值基金 II 类 | 7,873 | 18.09 | 4,123 | 22.27 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 1,516 | -2.51 | 473 | -42.01 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 120,169 | -80.91 | 37 | -88.75 | ||||
| 2025-07-24 | 13F | NavPoint 金融公司 | 1,293 | 6.42 | 404 | -36.64 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 980 | -1.51 | 306 | -41.46 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 21,312,182 | 3.27 | 6,624,411 | -38.56 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 202 | 32.89 | 83 | 1.22 | ||||
| 2025-06-26 | NP | AHSAX - 阿尔及尔健康科学基金 A 类 | 4,875 | 85.57 | 2,006 | 40.70 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 2,272 | 18.33 | 709 | -29.55 | ||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 907 | 1.45 | 283 | -39.61 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 4,120 | -40.73 | 1,285 | -64.70 | ||||
| 2025-07-24 | 13F | 莱斯特·默里 Antman dba SimplyRich | 15,114 | -0.36 | 5 | -42.86 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 51 | 16 | ||||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 5,529 | -28.43 | 1,725 | -57.39 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 2,279 | -13.80 | 711 | -48.63 | ||||
| 2025-08-14 | 13F | Unisphere成立 | 350,000 | -22.22 | 109,190 | -53.67 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 3,334 | -21.83 | 1,040 | -53.43 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 712 | 222 | ||||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 4,978 | -1.15 | 2,130 | -19.23 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 947,500 | 244.67 | 296 | 106.29 | |||
| 2025-07-22 | 13F | DB Root 有限公司 | 1,694 | 528 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 180,167 | 399.62 | 56 | 211.11 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 3,479,300 | 464.55 | 1,085 | 252.27 | |||
| 2025-08-07 | 13F | 商业银行 | 94,590 | -23.91 | 29,509 | -54.68 | ||||
| 2025-08-08 | 13F | BIT 资本有限公司 | 1,177 | 37.02 | 367 | -18.26 | ||||
| 2025-07-29 | 13F | Crux 财富顾问 | 2,002 | 10.61 | 625 | -34.18 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 872,370 | -27.42 | 272,153 | -56.77 | ||||
| 2025-04-28 | 13F | Fedenia 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 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 | 531 | -16.77 | 160 | -47.19 | ||||
| 2025-05-30 | NP | MML系列投资基金 - MML基本增长基金II类 | 1,920 | -59.20 | 1,006 | -57.77 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 1,271,535 | 4.56 | 393,044 | -37.37 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 306,000 | -36.25 | 95,463 | -62.03 | ||||
| 2025-08-14 | 13F | 奥利安投资公司 | 1,100 | 0.00 | 343 | -40.45 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 1,659 | -84.71 | 520 | -90.83 | ||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | 13F | 沙特基础工业公司养老基金 | 8,250 | -11.76 | 4 | 0.00 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 18,392 | -3.08 | 5,738 | -42.27 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 87,523 | 84.10 | 27,305 | 9.66 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 13,568 | 5,582 | ||||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 10,807 | 0.97 | 3,371 | -39.86 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 119 | 17.82 | 37 | -28.85 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 3,281 | -23.34 | 1,024 | -54.35 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 21,298 | 18.45 | 8,763 | -10.16 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 1,234 | 7.03 | 385 | -36.15 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 123,184 | 11.01 | 38,430 | -33.88 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 2,639 | 30.84 | 823 | -22.06 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 1,831 | 0.11 | 571 | -40.33 | ||||
| 2025-07-22 | 13F | 我的个人首席财务官有限责任公司 | 1,754 | -2.61 | 547 | -41.99 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 274 | -20.35 | 0 | |||||
| 2025-07-24 | 13F | 安东内利财务顾问有限公司 | 1,230 | -14.58 | 384 | -49.20 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 704 | 1.88 | 220 | -39.50 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 7,882 | -21.01 | 2,224 | -57.46 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 62,679 | -51.66 | 19,375 | -71.05 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 94 | -1.05 | 29 | -40.82 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 25,925 | 26.01 | 8,088 | -24.94 | ||||
| 2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 336 | 12.00 | 105 | -33.76 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 4,862 | -75.88 | 1,518 | -85.63 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 66,912 | 19.75 | 21 | -31.03 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 647 | 136.13 | 202 | -26.10 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 228 | 71 | ||||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 1,977 | 1.23 | 1 | -100.00 | ||||
| 2025-04-25 | 13F | 红雪松投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 12,035 | 3,755 | ||||||
| 2025-06-30 | NP | IAUTX - 景顺股息收益基金 A 类 | 180,808 | -4.61 | 74,392 | -27.65 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 42,502 | -7.27 | 13,259 | -44.77 | ||||
| 2025-06-24 | NP | SWHFX - 施瓦布医疗保健基金 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 | 98,893 | 20.54 | 40,689 | -8.58 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 2,822 | -3.12 | 880 | -42.30 | ||||
| 2025-08-06 | 13F | 峰会财富集团有限责任公司 | 1,645 | 0.00 | 1 | |||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 6,615 | -0.20 | 2,064 | -40.56 | ||||
| 2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 10,398 | -2.70 | 4,278 | -26.20 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 22,594 | 13.10 | 9,296 | -14.22 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 740 | 0.00 | 0 | |||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 701 | -81.86 | 219 | -89.23 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 27,617 | -42.44 | 8,616 | -65.72 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 11,467 | -71.20 | 3,577 | -82.84 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 6,714 | -5.98 | 2,095 | -44.01 | ||||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 9,500 | 1,800.00 | 2,964 | 1,035.25 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 80 | 25 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 364,384 | -15.67 | 113,677 | -49.77 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 6,587 | 161.70 | 2,055 | 55.84 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 1,147 | 12.89 | 358 | -32.89 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 438 | 0.46 | 136 | -40.35 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 30,100 | 161.74 | 9,390 | 55.90 | |||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 125 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 27,181 | 8,480 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 38,800 | 138.04 | 12,104 | 41.78 | |||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 13,475 | -4.53 | 4,204 | -43.14 | ||||
| 2025-08-01 | 13F | 莫特科 | 169 | -99.12 | 42 | -99.58 | ||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 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 | 175,403 | 40.54 | 54,720 | -16.29 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 2,793 | -2.27 | 871 | -41.78 | ||||
| 2025-07-30 | 13F | 康纳斯投资者服务公司 | 25,673 | 227.29 | 8,009 | 95.53 | ||||
| 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 | 229 | -91.72 | 71 | -95.10 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 964 | 8.19 | 505 | 10.04 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | Put | 722,500 | 225,398 | |||||
| 2025-08-14 | 13F | 休闲资本管理 | 681 | 1.79 | 212 | -39.43 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 815 | 2.00 | 254 | -39.23 | ||||
| 2025-07-25 | 13F | 进化顾问公司 | 75 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | 弗吉尼亚财富管理集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | 1,278,316 | 149.23 | 398,802 | 48.46 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 57,300 | 211.41 | 1,396 | 416.67 | |||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 120,100 | 135.95 | 1,492 | 194.08 | |||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 2,620 | -11.73 | 817 | -47.43 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 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 | 88,695 | -4.33 | 27,670 | -43.01 | ||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 35,577 | 16.17 | 11,099 | -30.81 | ||||
| 2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 330,676 | 14.05 | 136,053 | -13.50 |
