机构投资人持股和股东
Cardinal Health, Inc. (DE:CLH) 有 2228 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 228,431,169 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, Geode Capital Management, Llc, Fmr Llc, Morgan Stanley, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, and Bank Of America Corp /de/ .
Cardinal Health, Inc. (DB:CLH)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 12, 2025 is 129.60 / share. Previously, on September 13, 2024, the share price was 101.50 / share. This represents an increase of 27.68% 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。
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 291 | 0.00 | 49 | 20.00 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,500 | 0.00 | 252 | 22.33 | ||||
| 2025-03-25 | NP | BLACKROCK FUNDS VII, INC. - 贝莱德可持续美国价值股票基金 - K 类股票 | 1,274 | -13.16 | 158 | -1.26 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 3,377 | 0.00 | 567 | 21.94 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 51,122 | 0.00 | 8,588 | 21.94 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 51,256 | 8,611 | ||||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 2,933 | 1,855.33 | 493 | 2,360.00 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 17 | 0.00 | 2 | 0.00 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 28,588 | -32.87 | 4,803 | -18.15 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,838 | 17.05 | 542 | 33.83 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 21 | 3 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,475 | 58.43 | 248 | 92.97 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,263 | 2.44 | 380 | 25.00 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 61,357 | 4.89 | 10,308 | 27.89 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 3,479 | 43.82 | 584 | 75.38 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 6,581 | 1,106 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,580,626 | 12.37 | 433,545 | 37.03 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,333 | 1,206.86 | 188 | 1,466.67 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,825,571 | -3.84 | 474,696 | 17.26 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 200 | 0.00 | 34 | 22.22 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 52,203 | -4.21 | 8,771 | 16.81 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,435 | 15.26 | 241 | 40.94 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 11 | 2 | ||||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 953 | -3.25 | 160 | 18.52 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 15,924 | 155.44 | 2,675 | |||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 130,300 | 27.62 | 21,890 | 55.62 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 350 | -2.78 | 59 | 18.37 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,059 | 0.00 | 164 | 18.98 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,833 | -60.50 | 476 | -51.92 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,026 | -0.69 | 676 | 21.15 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 10,917 | -16.75 | 1,542 | -4.87 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,457 | 4.59 | 225 | 25.00 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 13,523 | 41.04 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,833 | 5.41 | 2,156 | 29.74 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 14,587 | -25.24 | 2,253 | -10.85 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 145,168 | 531.55 | 24,388 | 797.28 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 4,810 | 808 | ||||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 1,696 | -52.84 | 285 | -42.63 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 11,603 | -42.55 | 1,599 | -33.08 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 43 | 0.00 | 7 | 40.00 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 1,558 | 0.39 | 262 | 22.54 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,783 | 20.40 | 2,438 | 43.61 | ||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 74,444 | -79.12 | 12,507 | -74.54 | ||||
| 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 | 138,527 | -0.13 | 21,394 | 19.12 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,982 | 7.80 | 669 | 31.50 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 15,920 | 5.68 | 2,675 | 28.87 | ||||
| 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 | 2,600 | -42.69 | 437 | -2.24 | ||||
| 2025-08-14 | NP | BVPIX - Baywood ValuePlus 基金机构股票 | 400 | 0.00 | 67 | 21.82 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 714,393 | -17.19 | 120,018 | 0.98 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 1,920 | -13.40 | 345 | 12.79 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 2,725 | -15.50 | 458 | 2.93 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 5,533 | -22.14 | 930 | 10.60 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 122,107 | 1.19 | 18,858 | 20.71 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,261 | 26.09 | 2,891 | 53.86 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 1,252 | 210 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 5,823 | 1.78 | 978 | 24.11 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 12,774 | -1.24 | 2,146 | 20.37 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 23,719 | -10.42 | 3,985 | 9.21 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 231 | 33 | ||||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 29,600 | 4,973 | ||||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 257 | 0.00 | 43 | 22.86 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 8,174 | -0.63 | 1,262 | 18.50 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 1,466 | -74.03 | 246 | -68.34 | ||||
| 2025-08-07 | 13F | 剑桥金融集团公司 | 56,565 | -24.99 | 9,503 | -8.54 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 13,850 | -5.34 | 2,327 | 15.43 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 26,808 | -10.73 | 4,504 | 8.85 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 72,713 | 26.20 | 12,216 | 53.88 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 186 | 0.00 | 31 | 24.00 | ||||
| 2025-08-29 | NP | JAFMX - 健康科学信托资产净值 | 6,020 | -27.29 | 1,011 | -11.32 | ||||
| 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 | 6,715 | -5.21 | 1,037 | 13.09 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 214 | 0.00 | 36 | 40.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 56 | 9 | ||||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,810 | -15.02 | 304 | 3.75 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 4,350 | 0.00 | 731 | 21.87 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 6,444 | -2.44 | 910 | 11.52 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 2,643 | -5.34 | 444 | 15.63 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,110 | 2.18 | 354 | 24.65 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 26,357 | -20.10 | 4,071 | -4.71 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 210 | 12.90 | 35 | 40.00 | ||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 1,507 | 0.40 | 253 | 22.82 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 4,898 | 7.84 | 823 | 31.52 | ||||
| 2025-08-07 | 13F | 第1620章 | 3,334 | 3.54 | 560 | 26.41 | ||||
| 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 | 11,530 | -1.87 | 1,937 | 19.72 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 4,512 | -8.59 | 758 | 11.47 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 1,390 | 234 | ||||||
| 2025-08-14 | 13F | 犹他州退休系统 | 40,012 | -0.80 | 6,722 | 20.99 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 133 | 40.00 | 22 | 69.23 | ||||
| 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 | 619,658 | -13.11 | 104,103 | 5.96 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 147,575 | 108.41 | 24,793 | 154.15 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 13,184 | -1.99 | 2,215 | 19.48 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 11 | -45.00 | 2 | -50.00 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 23,277 | 0.00 | 3,911 | 21.96 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 49,404 | -5.42 | 8,300 | 15.33 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 37,740 | 4.42 | 6,340 | 27.33 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 810 | -6.47 | 136 | 14.29 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 1,341 | 225 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 36,446 | 8.51 | 6,123 | 32.31 | ||||
| 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 | 22,469 | -11.92 | 3,470 | 5.09 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 10,298 | -4.09 | 1,730 | 16.97 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 39,545 | 6.19 | 6,644 | 29.49 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 600 | 0.00 | 101 | 21.95 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 14,458 | 1.89 | 2,429 | 24.26 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 307 | 48.31 | 47 | 80.77 | ||||
| 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 | 523,437 | -7.02 | 80,840 | 10.90 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 46 | 0.00 | 8 | 16.67 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 342,224 | -1.48 | 57,494 | 20.14 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 8,162 | -2.51 | 1,371 | 18.91 | ||||
| 2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 11,076 | -2.26 | 1,861 | 19.15 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 39,905 | -3.07 | 6,704 | 18.22 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 5,445 | -8.02 | 915 | 12.15 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 11,173 | -6.34 | 1,877 | 14.24 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 2,659 | 0.00 | 447 | 21.86 | ||||
| 2025-05-30 | NP | USCF - 主题 美国现金流冠军 ETF | 118 | 5.36 | 16 | 23.08 | ||||
| 2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | 9,000 | -28.00 | 1,390 | -14.15 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 771,790 | 1.31 | 130 | 24.04 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 1,887 | -3.77 | 317 | 17.41 | ||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 20,467 | 3 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 3,921 | 659 | ||||||
| 2025-07-07 | 13F | 西联银行 | 9,577 | 229.45 | 1,609 | 302.00 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 2,349,767 | 1.99 | 394,761 | 24.37 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,111 | 7.97 | 187 | 31.91 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 917 | 104.69 | 142 | 143.10 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 10,329 | -2.44 | 1,735 | 19.00 | ||||
| 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 | 115,500 | 16,319 | ||||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 22,497 | -72.37 | 3,474 | -72.37 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 7,500 | -2.47 | 1,060 | 11.47 | ||||
| 2025-05-09 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 126,265 | -0.49 | 21,213 | 21.35 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 51,390 | -14.98 | 8,634 | 3.67 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 11,963 | 192.92 | 2,010 | 257.47 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 34,719 | -1.24 | 5,833 | 20.42 | ||||
| 2025-05-20 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 12,576 | 8.47 | 1,733 | 26.33 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 2,711 | 430.53 | 455 | 550.00 | ||||
| 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 | 8,212 | -1.38 | 1,380 | 20.23 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 70,800 | 0.00 | 11,894 | 21.94 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 2,530 | 425 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 10,573 | 1.36 | 1,776 | 23.59 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 43,485 | -1.43 | 7,306 | 20.21 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-27 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 2,511 | -52.12 | 311 | -45.52 | ||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 15,920 | -18.47 | 2,617 | -2.71 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 466,667 | 0.58 | 78,400 | 22.66 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 6,494 | 1,091 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 130,647 | -25.29 | 21,949 | -8.89 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 2,160 | 0.28 | 363 | 22.30 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 1,266 | 213 | ||||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 2,588 | 435 | ||||||
| 2025-08-14 | 13F | 采石场LP | 2,820 | -35.95 | 474 | -21.95 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 9,977 | -9.43 | 1,676 | 10.48 | ||||
| 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 | 517,118 | 0.00 | 86,876 | 21.94 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 988 | -5.00 | 166 | 15.38 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,833 | 476 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 12 | 2 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 19,300 | -11.87 | 3,242 | 7.46 | ||||
| 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 | 95,000 | -54.76 | 15,960 | -44.83 | ||||
| 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 | 59,649 | 1.27 | 8,428 | 15.71 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 5,358 | 2.86 | 900 | 25.52 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 28,749 | 0.87 | 4,830 | 23.00 | ||||
| 2025-08-08 | 13F | 托巴姆 | 4,845 | -45.76 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 10,976 | -0.60 | 1,844 | 21.17 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,915 | -83.63 | 994 | -80.06 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 104,126 | 17,493 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 60 | 8 | ||||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 157,180 | 26,406 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 475,333 | 11.58 | 79,855 | 36.06 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 1,351 | 227 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 9,383 | -0.90 | 1,576 | 20.86 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 2,140 | 0.00 | 360 | 22.11 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 684 | 0.00 | 115 | 21.28 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 6,760 | 1 | ||||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 23,125 | 671.09 | 3,571 | 820.36 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 6,494 | 1.63 | 1,003 | 21.16 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 16 | 2 | ||||||
| 2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 91 | 0.00 | 13 | 9.09 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 16,372 | 0.73 | 2,750 | 22.82 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 16,765 | 4.49 | 2,073 | 28.20 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 14,252 | -78.29 | 2,394 | -73.53 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 998,151 | 1.42 | 167,689 | 23.67 | ||||
| 2025-05-06 | 13F | MCF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 42,560 | 1.81 | 6,013 | 16.33 | ||||
| 2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 51,100 | 7,892 | ||||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 13,200 | 2,218 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 488 | 82 | ||||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 7,255 | -8.33 | 1,025 | 4.81 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 1,913 | 270 | ||||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 486 | 0.00 | 80 | 21.21 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,909 | 321 | ||||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 777 | 753.85 | 131 | 983.33 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 63,670 | 11.71 | 8,996 | 27.62 | ||||
| 2025-04-01 | 13F | 第一金融银行-信托部 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 71,425 | 31.14 | 12,000 | 59.92 | ||||
| 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 | 45,127 | -11.35 | 6,969 | 5.75 | ||||
| 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 | 10,556 | -43.79 | 1,491 | -35.79 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 3,594 | 1,293.02 | 555 | 1,581.82 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 483 | 0.00 | 81 | 22.73 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 27,366 | 0.03 | 4,597 | 21.97 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 308,501 | 4,280.25 | 51,828 | 5,243.09 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 11,791 | -11.02 | 1,981 | 8.49 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,559 | -3.47 | 247 | 13.36 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 278,958 | 1.67 | 46,865 | 23.98 | ||||
| 2025-04-21 | 13F | 北美社区银行 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 2,494 | -7.70 | 385 | 10.32 | ||||
| 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 | 347,220 | 8.52 | 53,625 | 29.45 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 8,577 | -2.31 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 4,470 | -27.27 | 751 | 9.32 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 5,492 | -33.21 | 852 | -24.73 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 23 | 64.29 | 4 | 200.00 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 2,412 | 4.33 | 405 | 27.36 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,142 | 1.32 | 360 | 23.37 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 112,355 | -13.85 | 18,872 | 5.05 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 15,584 | 0.06 | 2,202 | 14.28 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,710 | 2.12 | 576 | 12.09 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,174 | 701 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 6,357 | -33.59 | 1,068 | -19.04 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 12,408 | -2.36 | 2,085 | 19.09 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 1,922 | 316 | ||||||
| 2025-05-01 | 13F | BankPlus 信托部 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,679 | 282 | ||||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 39,667 | -9.78 | 6,664 | 10.02 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,691 | 8.05 | 570 | 28.96 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 4 | 100.00 | 1 | |||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 1,951 | 0.00 | 328 | 22.01 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 11,204 | -0.25 | 1,882 | 21.65 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 12,372 | -14.71 | 2 | 100.00 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 998 | -29.37 | 168 | -13.92 | ||||
| 2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 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 | 217,448 | -0.95 | 33,583 | 18.14 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 377 | 52 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 4,259 | 8.32 | 716 | 32.16 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 81 | 0.00 | 11 | 10.00 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 8,821 | 0.00 | 1,362 | 19.26 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 62,901 | -79.79 | 11 | -76.19 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 94,255 | -64.44 | 15,835 | -56.64 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,078 | -94.01 | 181 | -92.70 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 23,299 | 1,185.11 | 3,914 | 1,471.89 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 1,304 | 219 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Put | 101 | 21.95 | |||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 50,782 | 8,531 | ||||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 1,745 | 0.00 | 269 | 19.56 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 25,406 | -1.17 | 4,268 | 20.53 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 31 | 0.00 | 5 | 25.00 | ||||
| 2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 6,902 | 4.64 | 894 | 10.79 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 8,943 | -0.07 | 1,502 | 24.96 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 1,383 | 0.00 | 232 | 22.11 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 2,140 | 0.00 | 360 | 22.11 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 330,286 | 240.22 | 55,488 | 314.89 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,910 | 665.79 | 489 | 838.46 | ||||
| 2025-08-14 | 13F | 安盛公司 | 472,833 | -15.19 | 79,436 | 3.42 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 5,187 | -0.15 | 871 | 21.82 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 10,721 | 14.64 | 1,801 | 39.83 | ||||
| 2025-08-26 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 9,354 | 30.72 | 1,571 | 59.49 | ||||
| 2025-03-28 | NP | MEDI - 港湾医疗保健 ETF | 2,185 | 270 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 246,952 | 78.59 | 41,488 | 117.78 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 207 | -18.82 | 35 | -2.86 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 3,461 | 0.17 | 582 | 22.32 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,228,855 | -10.07 | 206,448 | 9.66 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 4,599 | -1.29 | 773 | 20.44 | ||||
| 2025-08-14 | 13F | 德肖公司 | 856,279 | -32.59 | 143,855 | -17.80 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 112,015 | 22.10 | 18,819 | 48.90 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 242,896 | 0.44 | 40,807 | 22.47 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 33,100 | -75.93 | 5,561 | -70.65 | |||
| 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 | 259,112 | 1.46 | 43,531 | 23.72 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 8,429 | 3.97 | 1,416 | 26.88 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 10,318 | -3.34 | 1,733 | 17.89 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 66,889 | 27.97 | 11,237 | 56.07 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 1,190 | -27.35 | 168 | -16.83 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 37,215 | 108.73 | 6,252 | 154.56 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 30,166 | 1.45 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 23,540 | -3.54 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 165,758 | -49.66 | 27,847 | -38.61 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 8,400 | 1,411 | |||||
| 2025-05-28 | NP | JVASX - 摩根大通价值优势基金 I 类 | 221,718 | 30,546 | ||||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 77,444 | 0.21 | 13,011 | 22.19 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 107 | 17.58 | 18 | 41.67 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 19,900 | 3,343 | ||||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 15,800 | 2,654 | ||||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 3,491 | -1.10 | 586 | 20.58 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 12,104 | -4.84 | 2,033 | 16.04 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 12,281 | 0.00 | 2,063 | 22.00 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,507 | -1.95 | 253 | 19.91 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,205 | 0.00 | 202 | 21.69 | ||||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 11,364 | -8.09 | 1,909 | 12.10 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,021,719 | 38.02 | 171,648 | 68.30 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 4,375 | 828.87 | 735 | 1,313.46 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 2,784 | 62.52 | 430 | 94.12 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 30,159 | 3.43 | 5,067 | 26.11 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,570 | 2.75 | 264 | 26.44 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 7,900 | -2.47 | 1,327 | 19.01 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,917 | 1.48 | 322 | 23.85 | ||||
| 2025-08-08 | 13F | 贝克博德有限责任公司 | 124,215 | -0.85 | 20,868 | 20.91 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 5,354 | 0.00 | 899 | 21.98 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 15,591 | -5.53 | 3 | 0.00 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 404 | 0.00 | 68 | 21.82 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -441 | 328.16 | ||||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 10,928 | -9.15 | 1,836 | 10.74 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 1,321 | 222 | ||||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 21,112 | 180.71 | 3,261 | 337.00 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 18,204 | -0.90 | 3,058 | 20.87 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 7,460 | -17.34 | 1,054 | -5.56 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 7,821 | -0.06 | 1,314 | 21.89 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 4,000 | -1.84 | 672 | 19.79 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 76 | -46.85 | 13 | -36.84 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 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 | 62,201 | 8,788 | ||||||
| 2025-05-16 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 6,130 | -48.30 | 845 | -36.35 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 2,274 | 0.00 | 382 | 22.04 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 241 | 40.94 | 40 | 73.91 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 20,968 | 80.21 | 3,523 | 119.85 | ||||
| 2025-05-29 | NP | ACMVX - 中型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 | 421,152 | -45.39 | 58,022 | -36.39 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 10,760 | 64.98 | 1,808 | 101.22 | ||||
| 2025-05-08 | 13F | 普兰特莫兰财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 389 | 57.49 | 65 | 91.18 | ||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 1,463 | -2.73 | 246 | 18.36 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 78 | 0.00 | 13 | 30.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 27,698 | 47.89 | 4,640 | 80.37 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 19,136 | -22.94 | 3,215 | -6.05 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 20,794 | 0.00 | 3,493 | 21.96 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 2,705 | -61.36 | 454 | -52.90 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,225 | 206 | ||||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 4,819 | -44.49 | 810 | -32.36 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 438 | -23.02 | 74 | -6.41 | ||||
| 2025-07-25 | NP | PEDGX - EDGE 机构中型基金 | 7,023 | -1.00 | 1,085 | 18.08 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 4,058 | 52.50 | 682 | 86.07 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 244,162 | -0.64 | 41,019 | 21.16 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 52,458 | -2.64 | 7,412 | 11.24 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 4,115 | 3.34 | 676 | 28.82 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 49 | 0.00 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 11,190 | 1,880 | ||||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 88,873 | -4.90 | 14,931 | 15.97 | ||||
| 2025-08-21 | NP | RTH - VanEck Vectors 零售 ETF | 33,301 | 11.05 | 5,595 | 35.42 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 18,352 | -67.65 | 3,082 | -60.58 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 14,787 | 380.25 | 2,484 | 485.85 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 54 | 8.00 | 8 | 16.67 | ||||
| 2025-05-29 | NP | ARUIX - ARGA VALUE FUND 机构股票 | 105 | 0.00 | 14 | 16.67 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,858 | 2.26 | 312 | 24.80 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 20,012 | -3.68 | 3,362 | 17.47 | ||||
| 2025-07-24 | NP | SUHAX - DWS 健康与保健基金 A 级 | 17,900 | 0.00 | 2,764 | 19.29 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 8,920 | 1,494 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 50,500 | 405.00 | 8,484 | 516.12 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 214 | 36 | ||||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 31,736 | 501.86 | 5,332 | 634.30 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 459,062 | -14.80 | 77,122 | 3.90 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 4,600 | 15.00 | 773 | 40.11 | |||
| 2025-05-02 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 78,652 | -15.94 | 13,173 | 2.58 | ||||
| 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 | 1,748 | -7.85 | 294 | 12.26 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,782 | 299 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 37,882 | 6,364 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,200 | 139,900.00 | 706 | |||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 21,047 | -41.77 | 2,900 | -32.19 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 578,792 | 9.78 | 97,237 | 33.86 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 2,806 | -14.92 | 471 | 3.74 | ||||
| 2025-04-22 | 13F | TrueMark 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 2,255 | -2.21 | 379 | 19.24 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 6,700 | 186.94 | 1,126 | 336.05 | ||||
| 2025-08-28 | NP | WISEX - Azzad Wise 资本基金 | 2,558 | 0.00 | 430 | 21.88 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 1,683 | 0.00 | 283 | 10.59 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 2 | ||||||
| 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 | 266 | -5.34 | 38 | 8.82 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 16,098 | 25.98 | 2,704 | 53.64 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 369 | 280.41 | 62 | 369.23 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 4,387 | 24.52 | 737 | 51.96 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,755 | -0.17 | 295 | 21.49 | ||||
| 2025-06-26 | 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 | 2,197 | 2.86 | 310 | 17.42 | ||||
| 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 | 76,640 | 11,836 | ||||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 3,597 | -3.07 | 508 | 10.92 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 2,153 | -0.87 | 330 | 10.37 | ||||
| 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 | 1,673,667 | -4.01 | 281,176 | 17.05 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 4,174 | 0.82 | 701 | 22.98 | ||||
| 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 | 7,520 | -35.40 | 1,263 | -21.21 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1,455 | 0.00 | 244 | 22.00 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 55,927 | -2.93 | 9,396 | 18.37 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 130,572 | -3.09 | 18,449 | 10.73 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 5,959 | 0.59 | 1,001 | 22.67 | ||||
| 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 | 12,288 | -1.57 | 2,064 | 20.07 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,400 | -2.52 | 0 | |||||
| 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 | 33,576 | 2.58 | 4,744 | 17.20 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 13,336 | -50.02 | 1,884 | -42.89 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 2,230 | -1.11 | 375 | 20.65 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-09-12 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | 4,508 | -34,776.92 | 700 | -70,000.00 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 16,526 | 57.06 | 2,775 | 91.38 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 70,890 | -3.33 | 11,910 | 17.89 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 1,347 | 16.12 | 226 | 42.14 | ||||
| 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 | 447 | -90.28 | 75 | -85.41 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,057 | 11.15 | 149 | 27.35 | ||||
| 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 | 5,302 | 0.00 | 891 | 21.92 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 20 | 0.00 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,576,620 | 72.64 | 259,633 | 106.36 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 38 | 0.00 | 6 | 50.00 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,530 | 12.25 | 216 | 28.57 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 3,783 | -84.30 | 521 | -81.71 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 57,401 | 0.00 | 9,643 | 21.94 | ||||
| 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 | 24,426 | 164.06 | 4,104 | 222.06 | ||||
| 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 | 171,700 | 8.32 | 24,259 | 23.76 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 596,124 | -37.03 | 100,149 | -23.22 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 16,251 | 65.51 | 2,730 | 101.92 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 9,000 | 16.88 | 1,390 | 39.46 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 96 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 164 | 0.00 | 28 | 22.73 | ||||
| 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 | 19,180 | 467.29 | 3,222 | 707.52 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 9 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | 第一招商局 | 2,132 | 0.00 | 358 | 22.18 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 36,004 | -95.50 | 6,049 | -94.51 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,966 | 0.00 | 498 | 22.06 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 3,439 | -1.99 | 578 | 19.46 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 17,986 | -38.39 | 3,022 | -24.89 | ||||
| 2025-06-26 | NP | HFLGX - 轩尼诗基石大型成长基金投资者类别 | 21,400 | -1.83 | 3,024 | 12.17 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 7,208 | -29.22 | 1,211 | -13.76 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 1,049 | -4.55 | 176 | 16.56 | ||||
| 2025-05-12 | 13F | 特雷诺资本管理公司 | Call | 0 | 0 | |||||
| 2025-08-19 | 13F | 大陆顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 8,890 | 5.75 | 1,494 | 28.93 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 59,086 | -14.86 | 8,140 | -0.83 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,839 | -1.39 | 309 | 20.31 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 5,143 | 0.00 | 864 | 22.03 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 9,419 | -24.61 | 1,455 | -10.08 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 387 | -15.50 | 65 | 3.17 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 366 | 30.25 | 61 | 60.53 | ||||
| 2025-08-13 | 13F | 咨询财富管理公司 | 203 | 0.00 | 34 | 25.93 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 21 | 0.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 19 | 3 | ||||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 1,956 | 31.28 | 329 | 60.00 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 2,344 | 4.32 | 394 | 27.18 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,938 | 0.00 | 1,838 | 8.76 | ||||
| 2025-05-28 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,388 | 71.73 | 3,498 | 100.06 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,343 | 0.00 | 394 | 22.05 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 2,006 | 69.71 | 337 | 108.02 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 363,300 | -30.94 | 61,034 | -15.79 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 5,248 | 589.62 | 882 | 878.89 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 112,581 | 15,907 | ||||||
| 2025-08-14 | 13F | 帕洛玛合伙人管理公司 | 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 | 25,291 | 0.76 | 3,906 | 20.15 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 7,139 | 3.73 | 1,199 | 26.48 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 3,255 | 19.23 | 547 | 45.21 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 34,165 | 199.40 | 5,740 | 265.08 | ||||
| 2025-04-29 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,813 | -2.70 | 641 | 18.74 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 655 | 181.12 | 101 | 236.67 | ||||
| 2025-08-01 | 13F | Vienna Powszechne Towarzystwo Emerytalne SA 维也纳保险集团 | 6,152 | -28.04 | 1,034 | -12.23 | ||||
| 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 | 447,830 | 0.54 | 69,163 | 19.92 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 121,761 | -27.00 | 20,456 | -10.99 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 671,174 | 58.46 | 112,777 | 93.50 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 4,754 | 10.12 | 799 | 34.34 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 15,800 | -45.33 | 2,657 | -33.00 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 40,500 | -53.07 | 6,810 | -42.48 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 12,302 | -6.43 | 2,067 | 14.08 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 16,923 | -19.66 | 2,843 | -2.00 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 16,852 | -3.89 | 2,831 | 17.23 | ||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 中型价值基金初始类别 | 13,668 | -41.21 | 1,883 | -31.50 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 九天资本合伙人 | 311,300 | -17.86 | 52,298 | 0.16 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 2,436 | 0.45 | 409 | 22.46 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 259 | 17.19 | 0 | |||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 11,374 | 23.28 | 1,911 | 75.07 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 426,987 | -5.38 | 71,734 | 15.38 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,667 | 0.00 | 280 | 22.27 | ||||
| 2025-08-07 | NP | CLFFX - Clifford Capital Partners 基金投资者类别 | 31,600 | -0.94 | 5,309 | 20.80 | ||||
| 2025-06-30 | 13F/A | 德意志银行\ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 422 | 0.00 | 71 | 20.69 | ||||
| 2025-06-30 | 13F/A | 德意志银行\ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 曼氏集团 | 1,273,566 | 16.49 | 213,959 | 42.06 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 2,650 | 0.00 | 445 | 21.92 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 447,130 | 0.20 | 75,118 | 34.66 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 77,193 | -0.96 | 12,968 | 20.78 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 4,940 | 70.23 | 830 | 107.77 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 23,457 | 62.64 | 3,941 | 98.29 | ||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 114,093 | -3.99 | 19,168 | 17.07 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 60 | 0.00 | 10 | 25.00 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,241 | 208 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 15,174 | -2.34 | 2,549 | 19.11 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 756,768 | 6.14 | 127 | 29.59 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 12,031 | 2,021 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 34,578 | -4.39 | 5,809 | 16.60 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 7,713 | 1,287 | ||||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 7,392 | 18.42 | 1,242 | 44.47 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 74 | -3,800.00 | 12 | |||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 21,108 | 4.42 | 2,982 | 19.33 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 81 | -19.00 | 14 | 0.00 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 23,933 | 72.80 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 2,096 | -5.67 | 350 | 15.51 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 55,245 | 2.27 | 9,281 | 24.71 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 2,883 | 483.60 | 407 | 567.21 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 1,374 | 231 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 66,954 | -0.54 | 11,240 | 21.29 | ||||
| 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 | 2,301 | -36.21 | 325 | -27.13 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 114,198 | 4.01 | 19,185 | 26.83 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 16,503 | 2,773 | ||||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 1,339 | 225 | ||||||
| 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 | 8,561 | -30.77 | 1,438 | -15.56 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 565 | 0.00 | 80 | 0.00 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,550 | 0.39 | 260 | 23.81 | ||||
| 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 | 2,958 | -11.01 | 497 | 8.53 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 42,164 | 86.72 | 7,084 | 127.68 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 31,895 | 11.98 | 5,358 | 36.54 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 1,574 | 7.29 | 264 | 30.69 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,625 | -45.36 | 273 | -33.25 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 13,355 | 6.96 | 2,244 | 30.41 | ||||
| 2025-08-28 | NP | VALAX - Al Frank 基金顾问课程 | 6,000 | 0.00 | 1,008 | 22.03 | ||||
| 2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 4,690 | -28.23 | 788 | -12.56 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 58,830 | 0.09 | 9,883 | 22.06 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 4,200 | 0.00 | 706 | 21.97 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 1,793 | -2.29 | 301 | 19.44 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 195,628 | 6.63 | 32,866 | 30.03 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 1,613 | 27.11 | 271 | 55.17 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 联信银行 | 75,822 | -1.36 | 12,738 | 20.28 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 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 | 188,175 | 16.50 | 31,613 | 42.06 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 7,462 | -4.39 | 1,054 | 9.22 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 2,216 | -5.78 | 372 | 14.81 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 3,042 | -66.46 | 430 | -61.73 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 250 | 21.36 | 42 | 100.00 | ||||
| 2025-05-29 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 10,561 | -1.36 | 1,455 | 14.85 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 1 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | 怀俄明州 | 2,508 | 421 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 4,010 | 674 | ||||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 59,900 | 0.00 | 10,063 | 21.95 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,667 | 0.00 | 257 | 19.53 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 6,351 | 6.61 | 897 | 21.88 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 14,423 | -8.76 | 2,038 | 4.25 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 3,627 | 92.82 | 588 | 138.06 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 103,799 | 20.70 | 17,432 | 47.13 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 26,081 | -6.73 | 4,382 | 13.73 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 1,384 | -8.59 | 214 | 8.67 | ||||
| 2025-08-11 | 13F | LCNB公司 | 4,810 | -6.78 | 808 | 13.80 | ||||
| 2025-07-29 | NP | PGSYX - 胜利先锋全球股票基金Y类 | 114,676 | -4.96 | 17,711 | 13.36 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 5,047 | 2.81 | 1 | |||||
| 2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 384 | -16.34 | 53 | -3.70 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 55,451 | 22.47 | 9,316 | 49.33 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 143 | -29.21 | 24 | -11.11 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 3,151 | 3.72 | 529 | 26.56 | ||||
| 2025-08-15 | 13F | Kestra 投资管理有限责任公司 | 4,482 | 0.00 | 617 | 0.00 | ||||
| 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 | 52,882 | -9.58 | 8,167 | 7.86 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 25,952 | 3,667 | ||||||
| 2025-08-01 | 13F | 枪证券公司 | 32,426 | -15.01 | 5,477 | 4.22 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 731,200 | 7.14 | 122,842 | 30.64 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 4,076 | -0.10 | 685 | 21.71 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 500 | 0.00 | 84 | 23.53 | ||||
| 2025-08-14 | 13F | 铁三角合伙人有限合伙人 | 105,257 | -64.91 | 17,683 | -57.22 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 5,052 | 3.97 | 1 | |||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 797,812 | -19.04 | 134,032 | -1.28 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 131 | 0.00 | 22 | 22.22 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 7,470 | 0.00 | 1,154 | 19.23 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 1,403 | 236 | ||||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 265,849 | 70.52 | 41,058 | 103.39 | ||||
| 2025-07-30 | 13F | 平行顾问有限责任公司 | 19,392 | -13.75 | 3,258 | 5.17 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,241,231 | -0.45 | 208,521 | 21.41 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 1,458 | 0.34 | 241 | 20.00 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 31,118 | 5.66 | 5,228 | 28.84 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 218 | -6.03 | 37 | 16.13 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 2,245 | 8.40 | 377 | 32.28 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,399 | 0.29 | 403 | 22.49 | ||||
| 2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 117,741 | 16,636 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 109,312 | -1.58 | 18,364 | 20.02 | ||||
| 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 | 106,104 | -1.68 | 14,991 | 12.33 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 美国金融组合公司 | 1,410 | -16.02 | 237 | 2.16 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 3,950 | -75.31 | 664 | -69.92 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 414,609 | -5.64 | 69,654 | 15.07 | ||||
| 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 | 44,739 | 290.39 | 6,909 | 365.88 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 2,835 | 0.00 | 476 | 22.05 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 100 | 0.00 | 17 | 23.08 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 185,149 | 26,160 | ||||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,961 | -18.29 | 329 | -0.30 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 5,677 | 0.11 | 892 | 14.36 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,930,967 | 19.08 | 324,402 | 45.20 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 697,250 | 0.19 | 117,138 | 22.17 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 50,208 | -0.12 | 8,435 | 21.79 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 4,039 | -1.80 | 679 | 19.79 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 624 | 92.00 | 88 | 120.00 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,522,125 | 0.12 | 255,717 | 22.08 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,583 | 0.00 | 266 | 21.56 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 8,347 | -4.30 | 1,399 | 16.40 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 150,850 | -2.88 | 25,343 | 18.43 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 8,647 | 9.86 | 1,453 | 33.95 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 22,438 | 17.41 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 5,741 | 9.41 | 940 | 31.47 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 948,994 | -3.95 | 159,433 | 17.12 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 7,758 | -15.64 | 1,303 | 2.92 | ||||
| 2025-05-29 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 25,267 | -1.62 | 3,481 | 14.62 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 301,709 | -13.34 | 50,687 | 5.67 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 160,645 | 61.25 | 26,988 | 96.63 | ||||
| 2025-08-14 | 13F | 达格科公司 | 427 | 0.00 | 72 | 22.41 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 2,187 | -2.89 | 367 | 18.39 | ||||
| 2025-08-26 | NP | TMED - T. Rowe Price 医疗保健 ETF | 556 | 93 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 188 | -6.00 | 27 | 8.33 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 1,096 | 44.21 | 155 | 65.59 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 6,364 | 5.14 | 1,069 | 28.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 3,698 | 10.72 | 621 | 35.00 | ||||
| 2025-08-25 | NP | FTXH - First Trust 纳斯达克制药 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 | 604 | 0.33 | 101 | 23.17 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 691 | 112.62 | 116 | 163.64 | ||||
| 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 | 155,992 | -14.90 | 22,040 | -2.76 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 178,870 | 5.98 | 27,625 | 26.41 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 44,028 | 22.64 | 7,397 | 49.56 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 18,955 | 1.52 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,793 | 301 | ||||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 1,867 | -14.94 | 314 | 3.64 | ||||
| 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 | 188 | -5.53 | 32 | 14.81 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 13,327 | -71.06 | 2,239 | -64.71 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 35,781 | -41.90 | 4,930 | -32.32 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 81,146 | 6.27 | 13,633 | 29.59 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 2,520 | -3.82 | 356 | 10.22 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 119,157 | -2.73 | 20,018 | 18.62 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,001 | 3.30 | 313 | 17.67 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 37 | 5 | ||||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 238 | 0.00 | 33 | 14.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 4,311 | -10.22 | 724 | 9.53 | ||||
| 2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,901 | 1.22 | 319 | 23.64 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 5,141 | -0.58 | 1 | |||||
| 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 | 23,267 | 0.72 | 3,909 | 22.82 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 2,703 | 0.00 | 454 | 22.04 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 11,545 | 0.00 | 1,631 | 14.30 | ||||
| 2025-05-27 | NP | NOLCX - 北方大盘核心基金 | 4,899 | 66.12 | 675 | 104.86 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 39,771 | 2.42 | 6,682 | 24.90 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 55 | -19.12 | 9 | -11.11 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,074 | 7.94 | 181 | 31.39 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 310,880 | -37.70 | 52,228 | -24.03 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 30,575,816 | -0.53 | 5,136,737 | 21.29 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 14,855 | -6.96 | 2,496 | 13.46 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 52,822 | 0.00 | 8,874 | 21.95 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 69,617 | 24.28 | 12 | 57.14 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 206,325 | -3.90 | 34,663 | 17.19 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 58,885 | 0.71 | 9,893 | 22.81 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 3,943 | 0.00 | 662 | 21.92 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 425 | 0.00 | 71 | 22.41 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 32,032 | 28.75 | 4,947 | 53.59 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 5,828 | 979 | ||||||
| 2025-04-29 | NP | EBI-长景优势ETF | 1,015 | 131 | ||||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 30 | 0.00 | 5 | 25.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 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 | 84,699 | 0.40 | 14,229 | 22.43 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 11,304 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 71,715 | -17.43 | 12 | 9.09 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 148,398 | -52.26 | 24,931 | 62.16 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 681 | -7.47 | 114 | 12.87 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 111,932 | 189.27 | 18,805 | 252.73 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 28,996 | 2.98 | 4,871 | 25.57 | ||||
| 2025-08-13 | 13F | 科普利金融集团有限公司 | 3,358 | -15.50 | 564 | 3.11 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 787 | -6.64 | 132 | 13.79 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 78,300 | -2.12 | 13,154 | 19.35 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 34,059 | 5.52 | 5,722 | 28.68 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 58,200 | 98.40 | 9,778 | 201.57 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 11,985 | 0.71 | 2,013 | 22.82 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 3,800 | 0.00 | 537 | 14.29 | ||||
| 2025-08-27 | NP | CPEAX - Catalyst Dynamic Alpha 基金 A 类 | 21,625 | -3.89 | 3,633 | 17.23 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 755 | -16.94 | 117 | -0.85 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 10,619 | -23.65 | 1,784 | -6.94 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,070 | 3.75 | 684 | 26.48 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 61,470 | -90.34 | 10,327 | -88.23 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 53,204 | 9.02 | 8,217 | 30.02 | ||||
| 2025-05-29 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 23,533 | -0.76 | 3,242 | 15.62 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 36,267 | 1.33 | 5,982 | 21.32 | ||||
| 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 | 55,300 | 9,290 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 4,345 | 9.23 | 730 | 35.19 | ||||
| 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 | 9 | 12.50 | 1 | |||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 2,114,666 | -0.15 | 355,264 | 21.76 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 56,592 | 118.27 | 7,996 | 149.38 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 24,765 | 668.15 | 4,161 | 836.94 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 436,028 | -1.22 | 73,253 | 20.46 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 2,610 | 438 | ||||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 3,533 | 66.34 | 594 | 103.08 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 108,198 | 4.18 | 18,156 | 27.20 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 9,898 | 10.46 | 1,663 | 34.68 | ||||
| 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 | 586 | -5.64 | 91 | 12.50 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 105,384 | -0.44 | 17,651 | 21.48 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 36,737 | 4.05 | 6,172 | 26.87 | ||||
| 2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 10,870 | 0.00 | 1,826 | 21.98 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 25,504 | 4.80 | 4,285 | 27.80 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 18,656 | 130.58 | 3,134 | 181.33 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,196 | 201 | ||||||
| 2025-08-15 | 13F | 公平控股公司 | 3,319 | -8.79 | 558 | 11.18 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,396 | 0.22 | 235 | 22.51 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 143,712 | 53.60 | 24,144 | 87.31 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 2,253 | -4.45 | 379 | 16.67 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 2,120 | 356 | ||||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 1,510 | 0.00 | 254 | 21.63 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 1,196 | 201 | ||||||
| 2025-07-28 | NP | RXL - ProShares 超级医疗保健 | 2,579 | -4.09 | 398 | 14.37 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 3,400 | 0.00 | 480 | 14.29 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 3,716 | -7.47 | 574 | 10.40 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 5,366 | -0.02 | 901 | 21.92 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 3,440 | 486 | ||||||
| 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 | 15 | 36.36 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 10,797 | 7.29 | 1,814 | 30.81 | ||||
| 2025-07-09 | 13F | 旧共和国国际公司 | 375,000 | -8.54 | 63 | 12.50 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 4,083 | -10.50 | 686 | 9.08 | ||||
| 2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 1,793 | 65.86 | 277 | 98.56 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 12,587 | 17.16 | 2,115 | 43.52 | ||||
| 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 | 155,230 | 0.00 | 21,932 | 14.26 | ||||
| 2025-04-25 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 2,816 | 0.00 | 365 | 5.81 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 80,288 | -23.92 | 13,488 | -7.23 | ||||
| 2025-08-14 | 13F | 道富银行 | 12,673,128 | -2.83 | 2,129,086 | 18.49 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 58,537 | 5.96 | 9,834 | 29.22 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,725 | 10.64 | 421 | 32.08 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 382 | 453.62 | 64 | 611.11 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 2,931 | -10.31 | 492 | 9.33 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 15,031 | 3.32 | 2,124 | 18.01 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 39,246 | 9.93 | 5,545 | 25.62 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 6,369 | 12.39 | 984 | 34.11 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,000 | 0.00 | 840 | 22.09 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 346 | -36.86 | 58 | -22.67 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 53,624 | 47.74 | 9,009 | 80.16 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 144 | -63.45 | 24 | -55.56 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 277,240 | -19.47 | 42,817 | -3.94 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 584 | 1.39 | 83 | 15.49 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 380 | 1.06 | 64 | 23.53 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,804 | 57.69 | 303 | 92.99 | ||||
| 2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 6,937 | -17.86 | 1,071 | -2.01 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,714 | 236 | ||||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 29,741 | 7.64 | 4,996 | 31.27 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 721,648 | 5.94 | 121,237 | 29.19 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 135 | 23 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 242 | 38.29 | 37 | 68.18 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 1,196 | -92.55 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 6,250 | -3.10 | 1,050 | 18.24 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 40,675 | -1.69 | 6,833 | 19.88 | ||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 23,229 | -54.64 | 3,902 | -44.69 | ||||
| 2025-08-27 | NP | GBVCX - 胜利先锋全球价值基金C类 | 659 | -12.25 | 111 | 6.80 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 1,505 | 253 |
