机构投资人持股和股东
American Tower Corporation (DE:A0T) 有 3063 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 525,125,593 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VGSIX - Vanguard Real Estate Index Fund Investor Shares, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Cohen & Steers, Inc., Fmr Llc, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, and Jpmorgan Chase & Co .
American Tower Corporation (DB:A0T)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%。
The share price as of September 5, 2025 is 168.20 / share. Previously, on September 9, 2024, the share price was 211.30 / share. This represents a decline of 20.40% over that period.
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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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 16,000 | -5.88 | 3,607 | 14.69 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 3,410 | 1 | ||||||
| 2025-04-29 | 13F | 伍德塔弗金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 91,200 | 0.00 | 20,157 | 1.57 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,290 | -12.13 | 285 | -10.66 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 78,332 | -3.96 | 17,657 | 17.05 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares FTSE NAREIT 全股票 REIT 指数基金 | 634,748 | 0.07 | 143,079 | 21.96 | ||||
| 2025-08-22 | NP | MPAIX - 优势产品组合 I 类 | 15,238 | -32.20 | 3,368 | -31.15 | ||||
| 2025-08-26 | NP | PRMTX - T. Rowe Price 通信与技术基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337,400 | -53.55 | 74,572 | -52.82 | ||||
| 2025-08-28 | NP | 信安多元化精选实物资产基金 | 4,373 | 9.54 | 967 | 11.29 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 3,297 | -18.49 | 729 | -17.27 | ||||
| 2025-06-17 | NP | MENAX - 麦迪逊备兑看涨期权和股票收益基金 备兑看涨期权和股票收益基金 A 类 | 29,500 | 0.00 | 6,650 | 21.87 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 521 | -99.01 | 115 | -99.00 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 91,650 | 3.05 | 20,256 | 4.67 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 2,100 | 0.00 | 464 | 1.53 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 32,100 | -19.95 | 7,096 | -18.69 | |||
| 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 | 701,062 | 3.64 | 154,949 | 5.27 | ||||
| 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 | 1,730 | 58.14 | 382 | 60.50 | ||||
| 2025-08-07 | 13F | 第1620章 | 322 | 1,188.00 | 71 | 1,320.00 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 73 | 0.00 | 16 | 6.67 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 7,386 | 10.35 | 1,632 | 12.09 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 9,302 | 1.95 | 2,056 | 3.53 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 386 | 144.30 | 85 | 150.00 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 6,364 | -1.00 | 1,435 | 20.71 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,864 | 0.56 | 1,036 | 1.27 | ||||
| 2025-08-12 | 13F | 泰勒马克资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 犹他州退休系统 | 76,998 | -0.39 | 17,018 | 1.17 | ||||
| 2025-08-25 | NP | DTRE - First Trust FTSE EPRA/NAREIT 发达市场房地产指数基金 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 | 4,545 | -16.08 | 1,005 | -14.77 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 21,647 | -4.36 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 7,540 | 25.69 | 1,667 | 27.66 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 6,068 | 5.31 | 1,320 | 25.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 4,941 | -7.51 | 1,092 | -6.02 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 387 | 0.00 | 86 | 1.19 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,220 | -26.02 | 270 | -24.86 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 26,903 | -10.32 | 5,946 | -8.92 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 748 | 42.21 | 166 | 45.61 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 52 | 11 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 268 | 0.37 | 59 | 1.72 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 604 | -4.43 | 133 | -2.92 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 3,166 | -3.03 | 700 | -1.55 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 539 | 68.97 | 100 | 45.59 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 900 | 0 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 50,000 | 11 | |||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 14,487 | 10.27 | 3,202 | 12.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 840,190 | -22.31 | 186 | -21.28 | ||||
| 2025-05-15 | 13F | 隆奥资产管理公司（瑞士） | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 220,801 | 49.34 | 48,804 | 51.68 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 1,700 | 376 | ||||||
| 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 | 14,860 | -33.83 | 3,284 | -32.79 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 25,601 | 155.22 | 5,658 | 159.30 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 4,607 | 0.79 | 1,018 | 2.41 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 1,058 | -53.06 | 234 | 1.30 | ||||
| 2025-08-22 | NP | TOLLX - DWS RREEF 全球基础设施基金 A 类 | 300,623 | 3.48 | 66,444 | 5.11 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 4,434 | -13.85 | 980 | -12.42 | ||||
| 2025-08-26 | NP | NMFIX - 多管理人全球上市基础设施基金 | 5,521 | -16.90 | 1,220 | -15.57 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | RMYAX - 多策略收益基金 A 类 | 704 | 61.10 | 130 | 39.78 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 342 | -13.42 | 76 | -10.59 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 23,960 | -18.20 | 5,401 | -0.31 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 4 | 1 | ||||||
| 2025-06-25 | NP | 道衡全球公用事业收入基金公司 | 19,000 | 4,283 | ||||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 11,898 | 146.23 | 2,682 | 120.66 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 30,262 | -19.01 | 6,688 | -17.74 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,158 | -8.31 | 256 | -6.93 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -11 | -2 | |||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 1,060 | 0.00 | 234 | 1.74 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 123,855 | -5.80 | 27,374 | -4.32 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 7 | 2 | ||||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,607 | -0.11 | 576 | 1.59 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 25,354 | 5,442 | ||||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,749 | 7.23 | 387 | 9.04 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 96,042 | -4.29 | 21,227 | -2.79 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 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 | 589 | -21.36 | 130 | -19.75 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,209,902 | 6.01 | 267,413 | 7.68 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 8,943 | 11.56 | 1,977 | 13.30 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 248 | 55 | ||||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JARIX - James Alpha 全球房地产投资基金 I 类 | 80,016 | 135.67 | 17,175 | 146.02 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,442 | -16.21 | 319 | -14.97 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 896 | 4.55 | 198 | 6.45 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 3,792 | -2.14 | 838 | -0.59 | ||||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 130,349 | -19.26 | 28,810 | -18.00 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 6,584 | -1.30 | 1,484 | 20.36 | ||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 13,606 | -2.55 | 3,007 | -1.02 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 2,700 | 0.00 | 597 | 0.00 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 3,217 | -0.09 | 711 | -1.25 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,290 | 5.05 | 510 | 7.38 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 107,241 | -28.58 | 23,702 | -27.45 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 61,890 | -1.50 | 14 | 0.00 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,522 | 336 | ||||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 5,430 | -91.08 | 1,200 | -90.94 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 2,342 | -42.85 | 518 | -41.98 | ||||
| 2025-08-06 | 13F | 福卡斯金融公司 | 1,827 | -1.88 | 404 | -0.49 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 422,462 | 3.96 | 93 | 5.68 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 22,692 | -1.58 | 5,015 | -0.04 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 31,548 | 0.02 | 6,973 | 1.59 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 10,115 | 2.69 | 2,171 | 7.21 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 1,835,851 | -2.82 | 405,760 | -1.30 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 9,530 | -1.07 | 2,106 | 0.48 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 277 | 13.99 | 59 | 20.41 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 25 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 58,088 | 8.55 | 12,839 | 10.26 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 2,481 | 5.40 | 548 | 7.03 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 22,473 | 0.00 | 4,824 | 4.39 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 10,740 | 1.55 | 2,374 | 3.13 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 4,354 | 1.47 | 962 | 0.21 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 292,801 | -9.60 | 64,715 | -8.17 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,022 | 6.57 | 226 | 8.17 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 3,997 | 9.90 | 1 | |||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 1,482 | 43.74 | 0 | |||||
| 2025-06-26 | NP | BLACKROCK FUNDS - 贝莱德房地产证券基金投资者 A 股 | 99,957 | -15.41 | 22,531 | 3.10 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 5,924 | 0.82 | 1,309 | 2.43 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 364 | -0.82 | 79 | 0.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 724 | 287.17 | 160 | 300.00 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 773 | 0.00 | 171 | 1.19 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 75 | 1.35 | 16 | 0.00 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 3,861 | 18.25 | 829 | 23.40 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 43,308 | 6.28 | 9,572 | 7.95 | ||||
| 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 | 6,583 | 10.03 | 1,484 | 34.09 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 14,607 | -0.03 | 3,229 | 1.54 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 77,824 | -3.48 | 17,201 | -1.97 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 1,564 | 8.24 | 225 | 7.66 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 5,935 | -0.42 | 1,312 | 1.16 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 1,765 | -38.84 | 390 | -37.80 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,143 | -3.51 | 474 | -2.07 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 46,048 | 1,969.57 | 16,891 | -1.09 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,781 | -63.35 | 394 | -62.82 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,140 | 1.60 | 257 | 23.67 | ||||
| 2025-06-25 | NP | Dnp精选收入基金公司 | 374,650 | 0.00 | 84,450 | 21.88 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 18,674 | 235.14 | 4,127 | 240.51 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,052 | -1.13 | 233 | 0.43 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,430 | -7.50 | 316 | -5.95 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 13,329 | 0.27 | 2,946 | 1.83 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 1,320 | -1.49 | 292 | 0.00 | ||||
| 2025-08-14 | 13F | 安盛公司 | 306,232 | 16.89 | 67,683 | 18.73 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 6,381 | 4.54 | 1,410 | 6.17 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 109,124 | 47.29 | 24,119 | 49.61 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 836 | 0.00 | 185 | 1.66 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 11,076 | -7.49 | 2,377 | -3.41 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 86,028 | -11.76 | 19,014 | -10.37 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 47,376 | -22.02 | 10,471 | -20.79 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 406,455 | 14.52 | 89,835 | 16.32 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 2,396 | 0.00 | 530 | 1.54 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 1,104,972 | 0.00 | 244,221 | 1.57 | ||||
| 2025-05-13 | 13F | 马克纳资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,259 | 1.84 | 720 | 3.45 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 2,091 | 15.65 | 462 | 17.56 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 34,429 | 23.22 | 7,175 | 18.01 | ||||
| 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 | 342,800 | 0.00 | 75,766 | 1.57 | ||||
| 2025-07-28 | NP | NBRIX - Neuberger Berman 房地产基金机构级 | 286,642 | 4.99 | 61,528 | 9.60 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 180 | -12.20 | 40 | -11.36 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 6,368 | 13.13 | 1,407 | 14.95 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 183,247 | 0.17 | 40,501 | 1.75 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 55 | 0.00 | 12 | 0.00 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 4,065 | -5.18 | 898 | -3.65 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 23,950 | 15.34 | 5,141 | 20.40 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 36,395 | 29.40 | 8,044 | 31.44 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 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 | 546 | 1.68 | 121 | 3.45 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 12,889 | 57.45 | 2,849 | 59.91 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 91,477 | 20,218 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 846 | -17.62 | 187 | -16.59 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 87,105 | -2.38 | 19,252 | -0.84 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 6,880 | -96.36 | 1,541 | -96.26 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 2,417 | 0.00 | 534 | 1.71 | ||||
| 2025-08-26 | NP | PHRAX - Virtus Duff & Phelps 房地产证券基金 A 类 | 29,330 | -15.91 | 6,483 | -14.59 | ||||
| 2025-07-22 | 13F | 北角资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,520 | 1.53 | 557 | 3.15 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 368,061 | 331.50 | 81,349 | 338.27 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 6,747 | -9.61 | 1,491 | -8.19 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,036 | -22.46 | 229 | -6.94 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 46 | 0.00 | 10 | 0.00 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 2,076 | -4.42 | 459 | -2.97 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 6,627 | -3.23 | 1,465 | -1.74 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 9,694 | -7.62 | 2,176 | -4.69 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 13,314 | 0.00 | 2,943 | 1.55 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 1,158 | 256 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 20,290 | -0.51 | 4,484 | 1.06 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 1,431 | 316 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 217 | 40.00 | 48 | 42.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 30,006 | -0.42 | 6,632 | 1.14 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 65,269 | 0.37 | 14,523 | 2.63 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,801 | -0.55 | 416 | 8.33 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 10,211 | 7.44 | 2,257 | 9.14 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 5,003 | -29.00 | 918 | -40.18 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 2,298 | -0.43 | 508 | 1.20 | ||||
| 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 | 1,392,450 | 0.57 | 307,760 | 4.56 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,821 | -2.72 | 3,792 | 18.54 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 62,839 | -0.69 | 13,873 | 0.76 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 6,901 | -2.22 | 1,525 | -0.65 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 2,893 | -2.23 | 639 | -0.62 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 53,600 | 194.51 | 11,847 | 199.14 | |||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 5,970 | 0.69 | 1,319 | 2.25 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 55,603 | -5.08 | 11,935 | -0.91 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 3,202 | 708 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 70,391 | 693.76 | 15,558 | 706.48 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 12,293 | -3.94 | 2,771 | 17.08 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,335 | 0.15 | 295 | 1.72 | ||||
| 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 | 740 | -7.38 | 137 | -20.00 | ||||
| 2025-03-28 | NP | USGRX - 增长与收益基金份额 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-28 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 5,323 | 13.67 | 1,176 | 15.41 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 17,730 | 0.00 | 3,919 | 1.56 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 72 | 16 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 180,112 | -1.98 | 39,808 | -0.44 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 444,842 | 2.13 | 98,319 | 3.74 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 2,351 | -97.04 | 520 | -97.00 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 4,052 | 0.00 | 870 | 4.32 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 12,514 | -19.22 | 2,766 | -17.95 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 363 | -5.96 | 82 | 14.08 | ||||
| 2025-07-24 | 13F | 康宁公司 | 3,104 | -2.97 | 686 | -1.44 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 231 | 0.00 | 51 | 2.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 17,000 | -12.37 | 3,757 | -10.99 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 95 | -11.21 | 21 | -13.04 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 12,150 | 34.25 | 2,707 | 37.48 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 16,805 | -0.15 | 3,743 | 2.18 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 1,710 | 378 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 24 | -90.98 | 5 | -91.23 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 37 | 0.00 | 8 | 0.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 11,034 | 3.88 | 2,439 | 5.50 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 4,285 | 947 | ||||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 2 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 6,000 | 0.00 | 1,326 | 1.61 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 509,621 | -26.40 | 112,636 | -25.24 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 2,361 | -1.99 | 522 | -0.57 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 1,804 | 5.19 | 399 | 6.70 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 768 | -3.88 | 170 | -2.31 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 2,392 | -8.21 | 529 | -6.88 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 722 | -10.75 | 163 | 8.72 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Fidelity 机构 AMSM 房地产投资组合 1 级 | 12,600 | 0.00 | 2,840 | 21.89 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,040 | 2.46 | 230 | 4.09 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 776,536 | -3.51 | 171,630 | -2.00 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 4,595 | -1.44 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,078 | -5.44 | 238 | -4.03 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 3,239 | 6.27 | 716 | 7.84 | ||||
| 2025-08-28 | NP | 与资本实物资产基金有限责任公司 | 10,438 | -21.25 | 2,307 | -20.01 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 1,333 | 0.00 | 295 | 1.38 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,000 | 113.68 | 215 | 122.92 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 9,126 | 14.06 | 2,017 | 15.80 | ||||
| 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 | 54,877 | 5.07 | 12,370 | 28.06 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 6,586,951 | 0.80 | 1,455,800 | 2.38 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 777,895 | 2.29 | 175,345 | 24.67 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 195,007 | -0.91 | 43,426 | 1.41 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 5,598 | 2.27 | 1,262 | 24.60 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 16 | 0.00 | 4 | 0.00 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 4,550 | 977 | ||||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 513,843 | 10.32 | 115,825 | 34.45 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,461,281 | -6.29 | 322,233 | -4.92 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 10,900 | 10.66 | 2,409 | 12.41 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 3,200 | 701 | |||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 17,803 | -2.10 | 3,935 | -0.56 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 32,200 | 7,052 | |||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 31,578 | -1.64 | 7 | 0.00 | ||||
| 2025-08-22 | NP | 富达中央投资组合有限责任公司 - 富达房地产股票中央基金 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 | 49,000 | 3.81 | 10,830 | 5.44 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 12,433 | 3.96 | 2,611 | 0.35 | ||||
| 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 | 15,503 | 55.64 | 3,495 | 89.69 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 118,137 | 22.99 | 26,111 | 24.92 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 3,699 | 7.97 | 817 | 9.66 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 109 | 0.00 | 24 | 4.35 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 140 | 0.00 | 31 | 15.38 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 4,680 | -3.25 | 1,034 | -1.71 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 168,913 | 6.49 | 37,573 | 8.86 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 7,139 | 8.23 | 1,532 | 12.98 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 18,137 | 2.52 | 4,009 | 5.56 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 1,146 | 9.25 | 249 | 29.69 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 7,829 | 0.54 | 1,730 | 2.13 | ||||
| 2025-04-24 | NP | 贝莱德基金 - 贝莱德基础设施可持续机会基金投资者 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 | 2,402 | 183.92 | 494 | 180.11 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 182 | 12.35 | 40 | 14.29 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 949 | 210 | ||||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 25,721 | 36.24 | 5,685 | 38.36 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 10,852 | 2,446 | ||||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 36 | 0.00 | 8 | 0.00 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 28,149 | 3.86 | 6,042 | 8.42 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 400 | 90 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 23,677 | 8.44 | 5,082 | 13.21 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 33,144 | 7,114 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,306 | 0.00 | 289 | 1.41 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 84,400 | 18,654 | ||||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,357 | -90.21 | 300 | -90.09 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 9,823 | -1.26 | 2,171 | 0.32 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 1,609 | 2.55 | 356 | 4.11 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,105 | -8.45 | 244 | -6.87 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 5,382 | 83.81 | 1,190 | 86.66 | ||||
| 2025-08-12 | 13F | 中心广场投资管理有限公司 | 428,897 | -22.62 | 94,795 | -21.41 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - CenterSquare 房地产基金 1 级 | 3,770 | -5.51 | 833 | -4.03 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 17,478 | 0.26 | 3,863 | 1.82 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 19,547 | 11.29 | 4,406 | 35.65 | ||||
| 2025-04-17 | 13F | 湾桥资本集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,430 | 6.08 | 316 | 7.85 | ||||
| 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 | 29,974 | 40.89 | 6,434 | 47.07 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 2,388 | 55.77 | 528 | 58.26 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 4,452 | 0.25 | 984 | 1.86 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 256 | 0.79 | 57 | 1.82 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 11,357 | -3.92 | 2,510 | -2.41 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 965 | -0.10 | 213 | 1.43 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 84,230 | 1.81 | 19 | 0.00 | ||||
| 2025-08-05 | 13F | 好事达公司 | 4,998 | -85.99 | 1,105 | -85.78 | ||||
| 2025-08-13 | 13F | 第1832章 | 576,274 | -41.74 | 127,368 | -40.83 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 69,869 | 1.13 | 15,749 | 23.25 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 2,170 | 26.16 | 480 | 28.07 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 170,030 | -1.02 | 37,580 | 0.54 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 28,295 | -11.16 | 6,254 | -9.77 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 5,412 | 0.00 | 1,196 | 1.61 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 1,989 | -51.64 | 448 | -41.05 | ||||
| 2025-08-29 | NP | 埃尔斯沃斯成长与收入基金有限公司 | 10,000 | 0.00 | 2,210 | 1.56 | ||||
| 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 | 860,200 | 2.39 | 190,121 | 4.00 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 39 | 0.00 | 9 | 14.29 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 19,330 | 28.62 | 4,272 | 30.64 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 372 | 0.00 | 82 | 2.50 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 1,050 | 0.00 | 232 | 1.75 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 1,000 | 100.00 | 221 | 104.63 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 15,851 | 0.16 | 3,402 | 4.58 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 38,833 | 3.35 | 8,753 | 25.96 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 1,757 | 0.11 | 388 | 1.84 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 17,692 | 29.14 | 3,798 | 34.84 | ||||
| 2025-05-23 | NP | 泛美系列信托 - 泛美摩根士丹利初始资本增长副总裁 | 15,112 | 107.35 | 3,288 | 146.11 | ||||
| 2025-03-31 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 10,399 | -3.99 | 1,923 | -16.83 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 63,163 | 5.24 | 13,960 | 6.90 | ||||
| 2025-05-28 | NP | 格里芬机构准入房地产基金 | 12,220 | -77.01 | 2,659 | -74.26 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,127 | -7.09 | 249 | -5.32 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,071,278 | -6.41 | 236,774 | -4.93 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 11 | -98.47 | 2 | -98.72 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 9,079 | 30.02 | 2,007 | 32.06 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 29,050 | 1.67 | 6,431 | 3.44 | ||||
| 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 | 1,017 | 229 | ||||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,213 | -18.37 | 268 | -17.03 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 30,675 | 121.19 | 6,780 | 126.57 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 17,184 | 3,798 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 13,000 | -25.71 | 2,873 | -24.55 | |||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,925 | 0.00 | 425 | 1.67 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 4 | 1 | ||||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 2,338 | 3.54 | 1 | |||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 7,410 | 0.00 | 1,638 | 1.55 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 18,597 | 35.16 | 4 | 100.00 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 13,589,660 | 7.46 | 3,003,587 | 9.15 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 968 | 214 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 5,354 | 13.99 | 1,663 | 50.91 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 348 | 103.51 | 78 | 151.61 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 184,602 | 17,282.49 | 40,801 | 17,562.34 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,818 | 4.64 | 605 | 9.22 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 17,159 | -82.59 | 4 | -85.71 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,171 | -21.25 | 264 | -4.36 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 20,332 | 21.60 | 4,494 | 23.50 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 6,200 | 7.81 | 1,370 | 9.51 | ||||
| 2025-05-30 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 9,583 | -12.02 | 2,085 | 4.41 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 7,608 | 3.33 | 1,681 | 4.93 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 19,559 | 0.85 | 4,409 | 22.89 | ||||
| 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 | 17 | 21.43 | 4 | 50.00 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 24 | 0.00 | 6 | 0.00 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 1,200,803 | 29.54 | 270,673 | 7.81 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 12,374 | 15.05 | 2,735 | 16.84 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 8,547 | 21.91 | 1,861 | 23.16 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 67 | 1.52 | 15 | 0.00 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林互助全球发现 VIP 基金 1 级 | 33,507 | -14.60 | 7,406 | -13.26 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 154,325 | 53.74 | 34,109 | 56.16 | ||||
| 2025-06-25 | NP | DPREX - 特拉华全球上市实物资产基金 A 类 | 926 | -19.90 | 209 | -2.35 | ||||
| 2025-06-27 | NP | KNCT - 景顺动态网络 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,112 | -2.99 | 701 | 18.21 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 1,057 | 0.67 | 234 | 2.19 | ||||
| 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 | 82,924 | -1.22 | 17,800 | 3.12 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 6,805 | 148.99 | 1,461 | 155.69 | ||||
| 2025-07-30 | 13F | 伯恩佐特资本顾问公司 | 35,313 | -3.50 | 7,805 | -1.98 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 7,166,339 | -2.94 | 1,583,904 | -1.41 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 891 | -3.36 | 0 | |||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 183,163 | -40.99 | 40,483 | -40.06 | ||||
| 2025-08-29 | NP | CVRD - 麦迪逊备兑看涨期权 ETF | 5,800 | 0.00 | 1,282 | 1.51 | ||||
| 2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 7,749 | -22.50 | 1,713 | -21.29 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 934 | 206 | ||||||
| 2025-04-28 | NP | AWAX - AB税控财富增值策略A级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 250,629 | -3.21 | 55 | -1.79 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 7,157 | -0.97 | 1,582 | 0.57 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 85,586 | 54.92 | 18,639 | 56.52 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 19,908 | -1.14 | 4,400 | 0.41 | ||||
| 2025-05-28 | NP | SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 | 2,236 | -5.29 | 487 | 12.24 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 38,013 | 5.40 | 8,402 | 7.06 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 69,700 | 52.85 | 15,405 | 70.98 | ||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 16,186 | 0.29 | 3,578 | 1.88 | ||||
| 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 - 平衡基金 3 级 | 39,219 | 0.00 | 8,668 | 1.57 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 7,762 | -1.61 | 1,716 | -0.06 | ||||
| 2025-07-09 | 13F | 企业银行 | 1,042 | 6.98 | 230 | 9.00 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 1,052 | 7.24 | 233 | 8.92 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 113,072 | -0.18 | 24,991 | 1.39 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 280,782 | 0.29 | 62,059 | 1.86 | ||||
| 2025-08-05 | 13F | 托丽有限公司 | 2,905 | -93.99 | 642 | -93.89 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 59,430 | -3.01 | 12,757 | 1.25 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 999 | -30.53 | 221 | -29.49 | ||||
| 2025-08-07 | 13F | 商业银行 | 16,190 | -10.46 | 3,578 | -9.05 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 952 | -2.06 | 210 | -0.47 | ||||
| 2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 21,900 | 4,765 | ||||||
| 2025-05-15 | 13F | 全新世顾问有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 88,921 | 15.40 | 19,653 | 18.33 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,019 | 0.00 | 225 | 1.81 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 366 | 200.00 | 0 | |||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | GTCAX - Gabelli 全球内容和连接基金 A 类 | 4,000 | 0.00 | 884 | 1.61 | ||||
| 2025-04-22 | 13F | 联合投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,516 | 1.61 | 335 | 3.40 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,604 | 0.00 | 355 | 1.43 | ||||
| 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 | 9,834 | -28.84 | 2,217 | -13.30 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 6,281 | -2.41 | 1,388 | -0.86 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 1,373 | 303 | ||||||
| 2025-08-26 | NP | 美国空军 - 阿特拉斯美国基金 | 703 | -28.34 | 155 | -27.23 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 1,942 | 1,327.94 | 423 | 1,355.17 | ||||
| 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 | 22,409 | 0.00 | 4,810 | 4.41 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 1 | -94.44 | 0 | -100.00 | ||||
| 2025-06-26 | NP | 主要房地产收入基金 | 775 | 0.00 | 175 | 21.68 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 4,063 | -1.46 | 898 | 0.11 | ||||
| 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 | 9,161 | -11.90 | 2,065 | 1.47 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 15,748 | 0.70 | 3,481 | 2.26 | ||||
| 2025-08-26 | NP | Profunds - Profunds 房地产副总裁 | 2,097 | -7.05 | 463 | -5.51 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 201,619 | 0.00 | 44,562 | 1.57 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 2,077 | 44.74 | 463 | 48.08 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 1,039 | 5.80 | 230 | 7.51 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 75,484 | 19.28 | 17 | 23.08 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 5,171 | 10.70 | 1,143 | 12.40 | ||||
| 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 | 10,387 | 5.77 | 2,296 | 7.44 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 67,873 | 752.57 | 15,001 | 766.11 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 268 | 0.37 | 60 | 1.72 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 38,173 | 4.88 | 8,194 | 9.47 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 500 | -49.39 | 111 | -48.60 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 30,969 | 44.74 | 6,845 | 47.02 | ||||
| 2025-08-12 | 13F | 拉萨尔投资管理证券有限公司 | 476,512 | 1.00 | 105,319 | 2.58 | ||||
| 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 | 24,102 | -8.97 | 5,327 | -7.53 | ||||
| 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 | 63,308 | 16.54 | 13,589 | 21.66 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 10,000 | 0.00 | 2,210 | 1.56 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 16,569 | 3.99 | 3,663 | 5.93 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 3,450 | 0.97 | 762 | 2.56 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 44,013 | -19.54 | 9,728 | -18.28 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 18 | -51.35 | 4 | -62.50 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 1,500 | -1.32 | 332 | 0.30 | ||||
| 2025-06-26 | NP | HFCSX - 轩尼诗焦点基金投资者类别 | 76,623 | -52.42 | 17,272 | -42.01 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 8,514 | 112.37 | 1,919 | 158.97 | ||||
| 2025-05-14 | 13F | Sig 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 3,333 | -16.84 | 737 | -15.60 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 9,577 | 34.74 | 2,117 | 36.87 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 87 | -76.49 | 19 | -76.25 | ||||
| 2025-06-25 | NP | IQRA-IQ CBRE 实物资产 ETF | 483 | -9.89 | 109 | 9.09 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 2,265 | -1.48 | 501 | 0.00 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 3,398 | 4.43 | 751 | 6.07 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 2,784 | 0.00 | 598 | 4.37 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 118 | -32.57 | 26 | -31.58 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 374 | 0.00 | 83 | 1.23 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,110,524 | 1.23 | 245,448 | 2.82 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 19,155 | -1.57 | 4,234 | 0.21 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,746 | 24.63 | 0 | |||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 51 | -40.00 | 11 | -38.89 | ||||
| 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 | 681,052 | -10.07 | 153,516 | 9.61 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,347 | 81.66 | 519 | 84.34 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 39 | 0.00 | 9 | 0.00 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 62,445 | -6.59 | 14,076 | 13.84 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 210 | 0.00 | 47 | 2.22 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 1,053 | 0.00 | 233 | 1.31 | ||||
| 2025-08-13 | 13F | 柯罗尼资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 367,364 | 58.41 | 81 | 62.00 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 198,735 | 44,797 | ||||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 56,566 | -13.95 | 12,502 | -12.60 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 2,601 | -0.65 | 575 | 0.88 | ||||
| 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 | 118,543 | 8.71 | 25,445 | 13.48 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 468 | 38.05 | 100 | 44.93 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 20 | 0.00 | 4 | 0.00 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 13,585 | -4.01 | 3,062 | 17.00 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | Call | 4,000 | 884 | |||||
| 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 | 24,099 | -0.15 | 5,326 | 1.43 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 1,537 | 340 | ||||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,155 | 36.31 | 476 | 38.78 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 3,418 | 755 | ||||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 350 | 0.00 | 77 | 1.32 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 44,186 | 7.46 | 9,485 | 12.18 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 200 | 65.29 | 44 | 69.23 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 1,000 | 0.00 | 221 | 1.84 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 5,518 | 9.07 | 1,201 | 29.45 | ||||
| 2025-08-15 | 13F | 布鲁克菲尔德资产管理公司 | 430,338 | -10.08 | 95,113 | -8.66 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 502 | -4.92 | 111 | -3.51 | ||||
| 2025-08-26 | NP | IGSLX - IMPAX 全球社会领袖基金投资者类别 | 191 | 0.00 | 42 | 2.44 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 10,772 | 0.00 | 2,428 | 21.89 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 2,069,147 | 1.53 | 457,313 | 4.09 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 9,751 | -23.69 | 2,163 | -22.19 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,164 | -59.03 | 257 | -58.41 | ||||
| 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 | 305 | -4.69 | 69 | 15.25 | ||||
| 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 | 57,245 | -2.88 | 12,904 | 18.37 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 41,900 | -19.89 | 9,261 | -23.86 | ||||
| 2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 291,300 | -18.62 | 64,383 | -22.66 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 60,991 | 8.33 | 13,480 | 10.03 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 1,000 | 0.00 | 221 | 1.84 | ||||
| 2025-05-12 | 13F | 金刚狼资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-22 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 133,455 | -36.17 | 29,040 | -24.27 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 23,750 | -4.81 | 5,249 | -3.32 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 2,170 | 0.00 | 489 | 21.95 | ||||
| 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 | 16,079 | -1.17 | 3,554 | 0.37 | ||||
| 2025-08-26 | NP | WPSGX - AB集中成长基金顾问级 | 84,566 | -17.69 | 18,691 | -16.40 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 1,283 | -15.20 | 284 | -13.98 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 279,027 | -2.59 | 61,671 | -1.06 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 93,811 | -1.29 | 20,734 | 0.26 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 2,289 | -2.14 | 506 | -0.79 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 646,425 | -0.37 | 142,788 | 1.14 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,444 | 0.00 | 319 | 1.59 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 4,620 | -3.08 | 1,021 | -1.54 | ||||
| 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 | 36,821 | 2.58 | 8,138 | 4.20 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 70,906 | -14.56 | 15,672 | -13.21 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 12,534 | 14.74 | 2,727 | 36.15 | ||||
| 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 | 53,900 | 11,913 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 577,355 | 5.96 | 123,929 | 10.62 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 7,853 | 0.47 | 1,736 | 2.06 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,750 | 2.96 | 608 | 4.48 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 29,572 | 1.17 | 6,536 | 2.77 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 7,558 | -3.50 | 1,670 | -2.00 | ||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 14,847 | -12.96 | 3,282 | -11.59 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 3,990 | 0.00 | 868 | 0.00 | ||||
| 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 | 183 | 297.83 | 40 | 300.00 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 3,587 | -71.85 | 793 | -71.43 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 285 | -42.77 | 64 | -30.43 | ||||
| 2025-08-11 | 13F | 里夫斯 WH 有限公司 | 193,037 | 0.00 | 42,665 | 1.57 | ||||
| 2025-05-30 | NP | PRRSX - PIMCO RealEstateRealReturn 策略基金机构 | 1,161 | -83.69 | 253 | -80.69 | ||||
| 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 | 1,345 | 175.61 | 303 | 175.45 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 5,289 | -10.78 | 1,169 | -9.39 | ||||
| 2025-05-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 17,750 | 5.69 | 3,923 | 7.36 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 8,380 | 70.85 | 1,889 | 108.16 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 2,522 | -3.37 | 557 | -1.76 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 30 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 15,117 | -7.39 | 3,341 | -5.94 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 1,600 | 0.00 | 354 | 1.44 | ||||
| 2025-08-26 | NP | EWMCX - Evercore 股票基金 | 41,995 | -11.39 | 9,282 | -10.01 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 101,757 | 0.00 | 22,490 | 1.57 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 1,083 | -2.43 | 239 | -0.83 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 1,710 | 378 | ||||||
| 2025-04-09 | 13F | 绿色阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 457,213 | 2.25 | 101,053 | 3.85 | ||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 2,292 | -1.93 | 507 | -0.39 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 1,737 | 8.77 | 384 | 10.37 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 7,250 | 13.41 | 1,615 | 16.03 | ||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 5,476 | 14.13 | 1,234 | 39.12 | ||||
| 2025-08-27 | NP | NGJAX - Nuveen 全球房地产证券基金 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 | 3,582 | 3.56 | 792 | 5.19 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 28,744 | -2.79 | 6,479 | 18.49 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 66 | 15 | ||||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 15,524 | -7.53 | 3,332 | -3.48 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 24,068 | 10.74 | 5,166 | 15.62 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 4,865 | 0.10 | 1,075 | 1.70 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 8,270 | -1.68 | 1,828 | -0.16 | ||||
| 2025-04-21 | 13F | 戴维森资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯特恩律师事务所 | 137,189 | 1.32 | 29,528 | 0.22 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 276 | -69.60 | 61 | -69.04 | ||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 35,000 | 0.00 | 7,736 | 1.56 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 163,249 | 829.03 | 36,081 | 843.79 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 2,249 | -7.87 | 497 | -6.40 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 25 | -34.21 | 6 | -37.50 | ||||
| 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 | 2,054 | -24.26 | 463 | -7.78 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 8,138 | 464.36 | 1,834 | 589.47 | ||||
| 2025-08-06 | 13F | 南州公司 | 402 | -1.71 | 89 | -1.12 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 11,742 | 0.00 | 2,595 | 1.57 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 100 | 22 | ||||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 8,136 | 0.96 | 1,798 | 2.57 | ||||
| 2025-06-30 | NP | INVESCO 主动管理交易所交易基金信托 - Invesco Real Assets ESG 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 | 2,632 | -20.70 | 593 | -3.26 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 4,258 | -3.84 | 941 | -2.28 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 6,795 | 50.97 | 1,502 | 53.32 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 1,180 | 0.00 | 261 | 1.56 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,098 | 0.83 | 243 | 2.54 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 53,887 | 3.44 | 11,910 | 5.07 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,247 | -16.70 | 276 | -15.38 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 718,497 | -15.25 | 158,802 | -13.92 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 3,106 | 0.81 | 686 | 2.39 | ||||
| 2025-03-26 | NP | MVSRX - Mar Vista 战略增长基金退休股票 | 2,933 | -60.66 | 542 | -65.95 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 150 | -21.05 | 33 | -19.51 | ||||
| 2025-07-22 | NP | GBUY - 高盛未来消费者股票 ETF | 1,161 | -61.09 | 249 | -59.38 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 3,408 | 0.00 | 732 | 4.43 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 26,330 | -5.48 | 5,819 | -3.99 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 287 | 925.00 | 63 | 1.61 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,073,068 | -5.54 | 237,169 | -4.05 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 28,240 | -1.01 | 6,242 | 0.55 | ||||
| 2025-04-09 | 13F | 考克斯资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 76,471 | 16,902 | ||||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 7,146 | 2.36 | 1,579 | 3.95 | ||||
| 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 | 152,399 | 0.24 | 34,352 | 22.17 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 6,274 | -17.46 | 1,387 | -16.15 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 1,301 | 0.00 | 283 | 18.91 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 2,090 | 0.14 | 462 | 1.54 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 4,385 | -8.24 | 969 | -6.74 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 3,981 | 0.15 | 1 | |||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 366 | 22.00 | 81 | 23.08 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 53,683 | -1.21 | 11,865 | 0.35 | ||||
| 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 | 237,898 | 0.99 | 52,580 | 2.58 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 房地产高收益 ETF | 17,029 | 204.69 | 3,655 | 218.10 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 10,800 | 1,250.00 | 2,387 | 1,271.84 | |||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 6,002 | 3.30 | 1,327 | 4.91 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 2,643 | 0.76 | 584 | 2.46 | ||||
| 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 | 11,143 | 16.77 | 2,512 | 42.35 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 120 | 0.00 | 27 | 0.00 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 1,360 | -22.90 | 301 | -21.67 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 2,673 | 34.46 | 582 | 59.62 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 5,460 | 2.65 | 1,207 | 4.24 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 67,000 | -22.36 | 14,591 | -21.56 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 7,762 | -50.87 | 1,690 | -50.37 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 10,500 | 2,321 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 105,200 | -15.02 | 22,910 | -14.15 | |||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -64,709 | -7.50 | -14,586 | 12.74 | |||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 1,219 | 2.78 | 275 | 25.11 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 2,206 | 18.03 | 488 | 19.95 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 4,711 | 24.14 | 1,041 | 26.18 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 李氏金融公司 | 5,913 | 3.36 | 1,308 | 5.14 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 14,300 | 0.00 | 3,161 | 1.58 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 12,291 | -272.17 | 2,717 | -274.89 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 101,502 | 1.39 | 22,875 | 5.01 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,307 | 289 | ||||||
| 2025-08-13 | 13F | 资本国际投资者 | 1,498,530 | 0.52 | 331,205 | 2.10 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 20,487 | -7.27 | 4,528 | -5.80 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 3,773 | -3.82 | 810 | 0.37 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 385,663 | 37.52 | 83,870 | 37.98 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 22,233 | -0.75 | 4,914 | 0.80 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1,373 | 47.32 | 303 | 50.00 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,402 | -4.37 | 310 | -2.83 | ||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 18,029 | 0.00 | 4 | 0.00 | ||||
| 2025-04-22 | NP | GSLIX - 高盛机构大盘价值基金 | 14,225 | -4.03 | 2,925 | -5.59 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 20,230 | -0.20 | 4,471 | 1.38 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 482 | 0.00 | 107 | 1.92 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 906 | -3.31 | 200 | -1.48 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,042 | 9.08 | 451 | 10.81 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 5,646 | 1,248 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 7,094 | -0.46 | 1,568 | 1.10 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 28,639 | -3.20 | 6,330 | -1.68 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 1,316 | 3.79 | 291 | 5.45 | ||||
| 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 | 17,311 | -12.08 | 3,902 | 7.17 | ||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 57,712 | -0.30 | 12,756 | 1.27 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 37,954 | 21.38 | 8,147 | 26.71 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 933 | 0.00 | 206 | 1.48 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 124 | 7.83 | 27 | 8.00 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 34 | -72.13 | 8 | -73.08 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 352,575 | 0.24 | 77,926 | 1.81 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 1,920 | -26.38 | 424 | -25.22 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 593 | 99.66 | 134 | 166.00 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 123,323 | 7.55 | 27,798 | 31.09 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 15,008 | 2.63 | 3,317 | 4.28 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 2,283 | 0.00 | 490 | 4.48 | ||||
| 2025-07-23 | 13F | 施鲁姆私人财富管理有限责任公司 | 1,132 | 0.09 | 250 | 1.63 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 1,133 | -14.04 | 250 | -12.59 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 16,521 | -30.87 | 3,664 | -25.09 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,078,789 | 0.23 | 238,434 | 1.80 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 34 | 9.68 | 8 | 40.00 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 230,025 | 6.74 | 50,840 | 8.41 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 235 | -98.49 | 52 | -98.47 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -30,369 | 114.73 | -6,712 | 118.13 | |||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 18,833 | 0.81 | 3,889 | -5.35 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,265 | 122.97 | 6,910 | 126.48 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 20,408 | 2.05 | 4,511 | 3.65 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 60,914 | 0.00 | 13,463 | 1.58 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 11,650 | 2,575 | ||||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 34,466 | 42.85 | 8 | 40.00 | ||||
| 2025-08-08 | 13F | 第1776章 | 2,111 | -2.18 | 467 | -0.64 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 4,582 | 0.00 | 1,033 | 21.84 | ||||
| 2025-08-26 | NP | TEQIX - 富兰克林互助基金 A 类 | 101,687 | -44.30 | 22,475 | -43.42 | ||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 海滨资本合作伙伴有限责任公司 | 20,000 | -85.69 | 4,420 | -85.47 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 2,114 | 9.08 | 467 | 12.83 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 13,453 | -0.26 | 2,977 | 1.33 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 112,455 | -14.14 | 24,855 | -12.80 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 79 | 0.00 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 569,971 | -0.87 | 126 | 0.00 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 25,720 | 17.95 | 5,685 | 19.81 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | -99.58 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 744 | 311.05 | 164 | 320.51 | |||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 471 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | 山顶国家银行 | 325 | 54.76 | 72 | 86.84 | ||||
| 2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 270,653 | 331.20 | 59,820 | 337.98 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 206 | 46 | ||||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,387 | 9.64 | 307 | 11.27 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 12,259 | 0.00 | 2,709 | 1.57 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,244 | 2.92 | 1,822 | 4.59 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 400,733 | 5.29 | 88,570 | 6.94 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 2,114 | -13.33 | 454 | -9.58 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 6,644 | -3.65 | 1,422 | -5.96 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 14,934 | 0.48 | 3,301 | 2.07 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 15,045,461 | 1.83 | 3,325,348 | 3.43 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 694 | -2.66 | 153 | -1.29 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 124,831 | 0.03 | 27,590 | 3.61 | ||||
| 2025-08-14 | 13F | 复星国际有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 2 | 0 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 17,800 | 286.96 | 3,934 | 293.40 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 20,200 | 4,465 | |||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 80,123 | -0.67 | 17,702 | 0.80 | ||||
| 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 | 66,900 | 0.00 | 14,786 | 1.57 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 20,240 | -0.50 | 4,473 | 1.06 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 6,901 | 0.16 | 1,481 | 4.59 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 22,821 | 5.89 | 5,044 | 7.55 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A2 系列 | 6,191 | -6.14 | 1,368 | -4.67 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 1,010 | 223 | ||||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 17,365 | -1.14 | 3,838 | 0.39 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 7,262 | 15.01 | 1,605 | 16.90 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 64,990 | 0.02 | 14,364 | 1.59 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 468,959 | 0.96 | 105,708 | -9.51 | ||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 580,487 | 186.72 | 128,299 | 191.23 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 215 | -23.76 | 48 | -22.95 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 10,746 | -6.96 | 2,375 | -5.49 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 121 | -3.20 | 27 | -3.70 | ||||
| 2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 469,159 | 24.79 | 105,753 | 52.09 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,426,963 | -3.36 | 315,387 | -1.84 | ||||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 32 | 0.00 | 7 | 20.00 | ||||
| 2025-05-30 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 601 | -5.35 | 131 | 12.07 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 24,646 | 354.30 | 5,447 | 361.61 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,303 | 294 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 20 | 0.00 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 3,595 | -28.21 | 795 | -27.09 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -17 | -4 | |||||
| 2025-08-29 | NP | 多策略成长与收益基金 | 2,984 | 12.82 | 660 | 14.61 | ||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 9,708 | -53.71 | 2 | -33.33 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 1,701 | -2.52 | 376 | -1.06 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,703 | 77.19 | 1,482 | 113.71 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 9 | 2 | ||||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 60,407 | 0.00 | 13,616 | 21.88 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 5,000 | 1,105 | |||||
| 2025-07-25 | 13F | 自然投资有限公司 | 14,907 | -7.38 | 3 | 0.00 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 68 | 15 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 22,443 | -0.67 | 4,960 | 0.90 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 5,282 | 23.21 | 1,173 | 25.86 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 11,080 | 175.07 | 2,449 | 179.45 | ||||
| 2025-06-26 | NP | FSRJX - 富达 SAI 房地产基金 | 1,050,710 | 73.61 | 236,841 | 111.59 |
